Cheryl A. Eifert

Fifth Third Bank Accounts — Interest

Chase Bank Account — Interest

BB&T Bank Account — Interest

Northwestern Mutual Life - 6 Whole Life Policies — Dividend

WV Smart 529 Plan #1 - 18+ Age Based Strategy — None — Distributed (part)

WV Smart 529 Plan #1 - 18+ Age Based Strategy — Distributed (part)

WV Smart 529 Plan #1 - 18+ Age Based Strategy — Distributed (part)

WV Smart 529 Plan #2 - 14 to 15 Age Based Strategy — None — Buy (add'l)

Mineral Rights, Calhoun Cty., WV — Royalty

Offutt, Nord & Burchett, PLLC Retirement Plan #1 (H)

Voya Intermediate Bond Port 1 — None — Sold

Voya Solution Income Portfolio Adv. — None — Sold

Voya Solution 2055 Portfolio Adv. — None — Sold

American Funds Income Fund R3 — None — Sold

Vanguard VIF Diversified Value Portfolio — None — Sold

Voya Russell Lrg Cap Index Port 1 — None — Sold

American Funds Growth Fnd R3 — None — Sold

VY TRowePrice Divr MdCp Gr Pt 1 — None — Sold

American Funds Europacific R3 — None — Sold

Voya Index Solution 2020 Portfolio Z — None — Buy

Voya Index Solution 2025 Portfolio Z — None — Buy

Northwestern Mutual Variable Annuity (H)

Equity Income (MSA/T Rowe Price) B — None — Buy (add'l)

Equity Income (MSA/T Rowe Price) B — Sold (part)

Index 500 Stock (MSA) B — None — Buy (add'l)

Index 500 Stock (MSA) B — Redeemed (part)

Mid-Cap Value (MSA/American Century) B — None — Buy (add'l)

Mid-Cap Value (MSA/American Century) B — Sold (part)

Small Cap Value (MSA/T Rowe Price) B — None — Buy (add'l)

Small Cap Value (MSA/T Rowe Price) B — Sold (part)

International Equity (MSA/ Franklin Tmpl) B — None — Buy (add'l)

International Equity (MSA/ Franklin Tmpl) B — Sold (part)

Select Bond (MSA/Wells Capital Management) B — None — Buy (add'l)

Select Bond (MSA/Wells Capital Management) B — Sold (part)

Strategic Bod (RIF)-B — None — Buy (add'l)

Strategic Bod (RIF)-B — Sold (part)

High Yield Bond (MSA/Federated Inv.) B — None — Buy (add'l)

High Yield Bond (MSA/Federated Inv.) B — Sold (part)

Equity Income (MSA/T Rowe Price) A — None — Buy (add'l)

Index 500 Stock (MSA) A — None — Buy (add'l)

Mid-Cap Value (MSA/American Century) A — None — Buy (add'l)

Small Cap Value (MSA/T Rowe Price) A — None — Buy (add'l)

International Equity (MSA/ Franklin Tmpl) A — None — Buy (add'l)

Select Bond (MSA/Wells Capital Management) A — None — Buy (add'l)

Strategic Bod (RIF)-A — None — Buy (add'l)

High Yield Bond (MSA/Federated Inv.) A — None — Buy (add'l)

Northwestern Mutual Fixed Annuity - Rollover IRA — None

Northwester Mutual Fixed Retirement Annuity #1 - Rollover — None

Northwestern Mutual Investment Account (H)

General Money Market Fund Class B — Interest

American Century Intermediate-Term Tax Free Bond Fund — Int./Div. — Sold (part)

Dodge & Cox International Fund — Int./Div. — Sold (part)

Europacific Growth Fund Class F — Int./Div. — Sold (part)

Europacific Growth Fund Class F — Sold (part)

Fidelity Advisor New Insights Fund Class 1 — Int./Div. — Sold (part)

Fidelity Advisor New Insights Fund Class 1 — Sold (part)

Fidelity Advisor Limited Term Muni Income Fund Class 1 — Int./Div. — Sold (part)

Fidelity Advisor Intermediate Muni Income Fund Class 1 — Int./Div. — Sold (part)

Franklin Federal Intermediate-Term Tax Free Income Fund — Int./Div. — Sold (part)

John Hancock Disciplined Value Mid Cap Fund Class 1 — Int./Div. — Sold (part)

MFS Value Fund Class 1 — Int./Div. — Sold (part)

T-Rowe Price Tax Free High Yield — Int./Div. — Sold (part)

T-Rowe Price Real Estate — Int./Div. — Sold (part)

Northwestern Mutual Fixed Retirement Annuity #2 - Rollover — None

Northwestern Mutual Fixed Retirement Annuity #3 - Rollover — None

Northwestern Mutual Investment Account - Ending 3946 (H)

AMG Managers Fairpointe Mid Cap Fund Class 1 — Int./Div. — Buy

Brown Capital Management Small Company Fund Institutional Class — Int./Div. — Buy

Brown Capital Management Small Company Fund Institutional Class — Sold (part)

Vanguard BD Index FDS Vanguard Total BD Market ETF — Int./Div. — Buy

Vanguard BD Index FDS Vanguard Short Term BD Market ETF — Int./Div. — Buy

Cohen & Steers Real Estate Securities Fund Class 1 — Int./Div. — Buy

IShares Inc MSCI Eurozone ETF — Int./Div. — Buy

IShares Inc MSCI Eurozone ETF — Sold

Fidelity Advisor Total Bond Fund Class 1 — Int./Div. — Buy

FMI International Fund Institutional Class — Int./Div. — Buy

IShares TR Core S&P Mid-Cap ETF — Int./Div. — Buy

IShares TR Core S&P 500 ETF — Int./Div. — Buy

IShares TR Core S&P 500 ETF — Buy (add'l)

New World Fund Class F-2 — Int./Div. — Buy

The Oakmark International Small-Cap Fund Investor Class — Int./Div. — Buy

The Oakmark International Small-Cap Fund Investor Class — Sold

The Oakmark Select Fund Investor Class — Int./Div. — Buy

Pimco Commodities Plus Strategy Fund Class I-2 — Int./Div. — Buy

Pimco Income Fund Class I-2 — Int./Div. — Buy

Schwab Strategic TR INTL Equity ETF — Int./Div. — Buy

DWS Enhanced Commodity Strategy Fund Institutional Class — Int./Div. — Buy

Vanguard INTL Equity Index FDS FTSE Emerging MKTS ETF — Int./Div. — Buy

Vanguard INTL Equity Index FDS FTSE Emerging MKTS ETF — Buy (add'l)

Goldman Sachs International Small Cap Insights Fund Class 1 — Int./Div. — Buy

Spouse's income — 2018 — Offutt, Nord & Burchett, PLLC ( Member, Self-Employed Attorney)

Part VII, Line 4 - Premiums paid for 2018 equal $27,898.

Part VII, Lines 10-21 - Because 401-k deferrals and employer matches were deposited monthly, amounts were invested in these securities each month.

Part VII, Line 9 - Royalties received from the DD Oil Company, Offutt #2, and Offut #3.