William T. Thurman

Broker #4 (H)

Savings, checking Accnts (H)

Mountain America Credit Union — Interest

Zions First National Bank checking and savings — Interest

New England Life (See Part VIII). (H)

BlackRock Bnd Inc. Prt fund — Dividend

BR Ultra Short Term Bond — Dividend

MetLife Stock Index Fund — Dividend

MFS Value Portfolio Fund — Dividend

L/S Small Cap Fund — Dividend

Baillie Intn'l Stock Fund — Dividend

BH/WellCrEqiOppr fund. See part VIII — Dividend

Jenison Growth Fund — Dividend

401(K) Broker #1 Account (H)

American Cenury Retirement 2035 Trust II — Dividend

Utah Educational Savings Plan, Age Based Gr; My529; see Part VIII — Dividend

Broker #2 Account (H)

Fidelity Focused Stock Fund — Int./Div. — Redeemed

Janus Balanced Fund Cl T — Int./Div.

Fidelity 500 Index Premium Class — Int./Div.

Fidelity Total Bond Fund — Int./Div.

Trustee-Trust 1 (See Part VIII) (H)

Broker #3 Account (H)

-Columbus Life Ins. Co Ins Passport SPDA Fixed Annunity IRA — Int./Div. — Distributed

King Cnty HSP bond — Dividend — Distributed

Northgate Crossing TX Mun bond — Dividend — Distributed

Texas St CLLG Student Ln bond — Dividend — Distributed

Tarrant Cnty Tx Culltural Ed Bond — Dividend — Distributed

Utah County Ut Hsp Bond — Dividend — Distributed

Tampa Fl Hlth Sys bond — Dividend — Distributed

Texas Mun Gas Bond — Dividend — Distributed

Utah State Ownrshp Auth bond — Dividend — Distributed

Utah St. Mun PWR AGY Bond — Dividend — Distributed

Prosper Tx Indpt Sch Bldg bond — Dividend — Distributed

Del Rio Tx Ctf Oblig Bond — Dividend — Distributed

Ft. Bend Cnty Mud bond — Dividend — Distributed

Harris Cnty Tx Hlth Facs Dev Bond — Dividend — Distributed

Brownsville Tx Nav Dist Rev Bond — Dividend — Distributed

Washington St. HC Fac Rev Catholic Hlth bond — Dividend — Distributed

TES PPTYS WA Lease Rev Bond — Dividend — Distributed

First Trust R Bern Glb Div Kings bond — Dividend — Distributed

Chase Bank — Interest — Distributed

Zions First National Bank(X) — Interest

Broker #3 (H)

Utah County Ut Hsp Bond (See Part VIII) — Interest

First Trust Value Line Div/Index EFT — Dividend

Guggenheim US Low Vol Strat MO CA — Dividend

First Trust MKT Strgth All C Oppty 12 SA CA — Dividend

Trustee, Trust 1

Reimbursement — American Bankruptcy Institute — Jan. 23, 24 and 25, 2019 — Salt Lake City, Utah — Speak at seminar — meals, tuition waiver

Reimbursement — Norton Institute on Bankruptcy Law — March 2, 3 and 4, 2019 — Park City, Utah — Speak at seminar — meals, lodging and tuition waiver

Reimbursement — Federal Bar Assocition of Utah — May 9, 10 and 11, 2019 — St. George, Utah — Speak at seminar — tuition, meals

Reimbursement — National Conference of Bankruptcy Judges — October 30-Nov 2, 2019 — Washington, D.C. — Attend Annual Conference and conduct separate Committee Meeting — meals, lodging, travel expense

Reimbursement — Federal Bar Association of Utah — July 18, 19, 2019 — Park City, Utah. — Attend Annual Utah State Bar Convention — meals

Reimbursement — Federal Bar Association of Utah — September 5,6 and 7, 2019 — Sun Valley, Idaho — attend and speak at Tri- State Seminar — meals. lodging, travel expenses

Reimbursement — American College of Bankruptcy — March 14, 15 and 16, 2019 — San Diego, California — Attend Annual meeting of Fellows and committee meeting — meals, lodging, travel expenses

Line 5 Part VII. Sometimes referred to as Brighthouse Financial in recent 2018 correspondence and statements. The name "New England Life Insurance

Company" still appears but along with Brighthouse Financial

Line 18 Part VII. All of the funds are Age-Based Aggressive Growth (529) Plan. On the My529 Web page, these funds are referred to as Age-Based Aggressive

Domestic Growth Funds. Six separate funds are maintained for under the filer's names. All funds are

the same: Monthly contributions are made by the filer.

Lines 26-48 Part VII. Filer was named as the successor trustee to family trust of a now deceased relative and distributed most of the assets to beneficiaries on the

same day.

Line 51 Part VII. Filer received this asset from the distribution identified on line 33 as part of the administration of the trust identified on line 26. Filer elected to

retain the same broker #3 which administers this asset and others.