Claire Eagan

Property #1 - Tulsa, OK — None

Trust #1 (See Note #1 in Part VIII) — None

Trust #2 (See Note #2 in Part VIII) — None

Schwab #1 - IRA

Schwab Money Market Fund — Dividend

Jensen Quality Growth — Dividend

Loomis Sayles Global Markets — Dividend

Nuance Concentrated Value — Dividend

Artisan Int'l Small Cap — Dividend

Dodge & Cox Int'l — Dividend

Metropolitian West Total Ret Bond — Dividend

Schwab US Large Cap — Dividend

Artisan Intl Fund Adv — Dividend

iShares Russell Midcap — Dividend

Stoneridge Reinsurance Risk — Dividend

Undiscovered Mgrs Behavorial Value — Dividend

Versus Cap Multi Mgr RE Income — Dividend

Lazard Global Listed — Dividend

Dodge & Cox Global Stk — Dividend

Doubleline Shiller — Dividend

American FD New World — Dividend

MMF Inv Shares Sch Treas Obligation — Dividend — Sold (part)

MMF Inv Shares Sch Treas Obligation — Sold (part)

Oakmark Fund Inst — Dividend

Schwab #3 - IRA

Schwab Money Market Fund — None

Lazard Global Listed — Dividend

American FD New World — Dividend — Sold (part)

Schwab #4 - CVE Trust Account (See Note #2 in Part VIII)

Schwab Money Market Fund — Dividend

Maingate MLP FD Cl — Dividend — Sold (part)

Trustee, Trust #1 [See #2 in Part VII and Note #1 in Part VIII]

Trustee, Trust #2 [See #3 in Part VII and Note #2 in Part VIII]

Director, Oklahoma Medical Research Foundation (non-profit medical research organization)

Trustee, Saint Francis of Assisi Tuition Assistance Trust (non-profit educational assistance organization)

Trustee, Saint Clare of Assisi Disadvantaged Schools Endowment Fund (non-profit educational assistance organization)

Member, University of Tulsa College of Law Dean's Advisory Board (private educational institution)

NOTE - New funds added to an investment account are listed under that investment account header/line item.

# 1 --- Trust # 1 - (Part VII, Line 2) - The Trust is the named beneficiary of a life insurance policy issued by Northwestern Mutual Life on the life of an individual

who is still living. There are no other Trust assets.

# 2 --- Trust # 2 - (Part VII, Line 3) - The Trust was created in 2000 to receive, hold, and distribute certain assets. Since January 19, 2016, it has held the assets of

Schwab Account #4 (Part VII, lines 32-36). On May 24, 2018, an existing personal checking account was transferred to the Trust. This account historically has

not and currently does not meet the reporting requirements..