Susan C. Bucklew

Revocable Trust #1 (H)

Rental Property Tampa Florida — Rent

Pimco Dynamic Income Fund (PDI) — Dividend

Invesco Preferred ETF (PGX) — Dividend

Clearbridge Large Cap Gwth C (SLCCX) — Dividend

Nebraska Pub Pwr Dist Genl Rev-D (Bond) — Interest

Tampa Fla Non-Ad Valorem Re Oid (Bond) — Interest

Morgan Stanley --cash account — Interest — Sold (part)

Morgan Stanley --cash account — Sold (part)

Morgan Stanley --cash account — Sold (part)

O'Shares FTSE US Quality Div (OUSA) — Dividend

IRA (H)

Morgan Stanley Private Bank--cash account — Interest

Clearbridge large Cap Growth (SLCCX) — Dividend

Eaton Vance Floating Rate I (EIBLX) — Dividend — Buy (add'l)

Eaton Vance Floating Rate I (EIBLX) — Buy (add'l)

Invesco Premier Inst (IPPXX) — Dividend

John Hancock Intl Growth Fd (GOGIX) — Dividend — Sold (part)

JP Morgan Equity Income Select (HLIEX) — Dividend — Sold (part)

Lazard US EQ Concentrd Inst (LEVIX) — Dividend — Sold (part)

FT-Preferred Secur & Inc ETF (FPE) — Dividend — Sold (part)

ACF/ U/FL/UTMA (H)

Vanguard 500 INDX INV (VFINK) — Dividend

Bank of America Checking Account X — Interest

Suncoast Credit Union Savings Account X — Interest

Trustee, Revocable Trust (See Part VII line 1)

Agreement — 1996 — State of Florida---Judicial Retirement

Liability — American Express — Credit Card

Income — 2019 — State of Florida---Division of Retirement — $53,342.00

VII Line 2: The exact accessed value is $451,000.00

VII Lines 14, 15, 17, 18,19, 20, & 21 are assets in a Morgan Stanley Unified Managed Account. Clearbridge (line 14) contains stocks; EV Floating Rate (line

15), Invesco Premier Inst (line 17) , John Hancock Intl Growth (line 18), JP Morgan Equity Income (line 19) and Lazard US EQ Concentrd Inst (line 20) are

mutual funds; and FT Preferred Secur & Inc. ETF (line 21) is an ETF. They are broker managed accounts, and I do not control the selection of the assets

beyond selecting a risk category. Therefore I did not list the underlying assets.

VII Lines 18, 19, 20, & 21 reflect the partial sale of assets for my required IRA distribution.