Evelyn J. Furse

Trust #1 Assets (H)

Retirement Plan 1 (H)

American Funds Washington Mutual — Int./Div.

DFA World ex US Core Eq Instl — Int./Div.

Fidelity Small Cap Index Premium — Int./Div.

PGIM Total Return Bond R4 — Int./Div.

Standard Stable Asset I Fixed — Int./Div.

Retirement Plan 2 (H)

Janus Henderson Enterprise N — Int./Div.

Charles Schwab Pooled Stable Value Fund — Int./Div.

Individual Retirement Account 1 (H)

FDIC insured deposit at Wells Fargo IRA — Int./Div.

Fidelity Small Cap Growth — Int./Div.

Calvert Emerging Markets Equity CL A — Int./Div.

Parnassus Endeavor Fund — Int./Div.

Retirement Plan 3 (H)

Utah Retirement Systems, Defined Contribution Plans — Int./Div.

Zions Bank Accts — Interest

Wells Fargo Accts — Interest

Vanguard (H)

Vanguard Fed. Money Market Fund — Distribution

Vanguard Short-Term Tax-Exempt Adm — Int./Div.

Costal Community Credit Union Accts — Interest

Park Avenue Rental Property 1 Park City Utah — Rent

Park Avenue Rental Property 2, Park City Utah — Rent

Woodside Rental Property 3, Park City Utah — Rent

Powderbird Enterprises LLC — Distribution — Sold — PWDR Corp.

Devis, LLC, Salt Lake City, Utah — Rent

American Express Bank Acct — Interest

Chase Bank Acct — Interest

Fidelity Core Acct (H)

Fidelity Cash Management Account — Interest

Fidelity Cash Reserves Account — Interest

Fidelity Municipal Income — Dividend

Fidelity Growth Discovery — None

Health Equity — None — Sold (part)

Janus Retirement (H)

Janus Money Market Fund — Interest

Janus Research Fund D — None

Lady Smith & District Credit Union — Interest

Vivint Solar — None

Fidelity Asset Manager — None

Liberty Allstar Equity — None

Fidelity New Millenium — Distribution — Sold

Resideo Technology — Distribution — Sold

USA Compression — Dividend

Fidelity MCSI Real Estate — None — Buy

Brookfield Property — Dividend — Buy

Crestwood Properties — Dividend — Buy

CTI Bank — Interest

Marcus Bank — Interest

Member, Devis LLC

Trustee, Trust #1

Member, Park Avenue Rental Property 1

Member, Park Avenue Rental Property 2

Member, Woodside Rental Property 3

Agreement — 2012 — Utah Retirement Systems, Defined Benefit Plan, No Control

Liability — Wells Fargo — Mortgage secured by property held by Devis, LLC in Salt Lake City, Utah

Liability — DiTech LLC — Mortgage secured by property held by Devis, LLC in Salt Lake City, Utah

Reimbursement — Federal Bar Association — 5/9-11/2019 — St. George, UT — Southern Utah Federal Bar Conference — Flight, Lodging, Meals

Reimbursement — Utah Bar Association — 7/18-208/2018 — Park City, UT — Utah Annual Bar Convention — Flight, Lodging, Meals

Income — 2019 — Practising Law Institute, Book Royalties — $2,822.00