Jane Branstetter Stranch

What was filed

275
investments
5
positions
0
gifts
0
agreements
0
debts
2
reimbursements
0
income
1
spouse income

Named parties

BL Partners
G-G Trust - No Ownership
G-S Trust
BF Partners
Estate #2
Environmental Law Moot Court
Seigenthaler-Southerland Cup
Self-employed attorney

As filed

Bank of America Accounts — Interest

CapStar Bank Account — Interest

UBS Financial Services, Inc. Accounts (H)

UBS Bank USA Deposit Account — Interest

American Funds Capital Income Builder Fund — Dividend

Virtus Emerging Mkts Opportunities Fund — Dividend

Virtus Multi-Sector Short-Term Bond Fund — Dividend

First Eagle Global Fund Class A — Dividend

Lincoln Life Deferred Income Annuity — None

CapStar Financial Holdings, Inc. Stock (CSTR) — Dividend

John Hancock USA Pension Plan #2 (H)

American Funds 2025 TD — None

American Funds 2025 TD — Sold (part)

American Funds 2035 TD — None

American Funds 2035 TD — Sold (part)

American Funds 2035 TD — Sold

American Funds Capital Income Builder — None

American Funds Capital Income Builder — Sold (part)

Parnassus Core Equity Fund — None

Parnassus Core Equity Fund — Sold (part)

Undiscovered Mgr Behavorial Value Fund — None

Undiscovered Mgr Behavorial Value Fund — Sold (part)

American Funds 2030 TD — None — Buy

John Hancock USA Pension Plan #4 (H)

Invesco Developing Mkt Fund — None

Invesco Developing Mkt Fund — Buy (add'l)

Invesco Developing Mkt Fund — Sold (part)

American Funds 2020 TD — None

American Funds 2020 TD — Buy (add'l)

American Funds 2020 TD — Sold (part)

American Funds American Balanced Fund — None

American Funds American Balanced Fund — Buy (add'l)

American Funds American Balanced Fund — Sold (part)

Undiscovered Mgr Behavioral Value Fund — None

Undiscovered Mgr Behavioral Value Fund — Buy (add'l)

Janus Henderson Bal Class I — Dividend

Undiscovered Mgr Behavioral Value Fund — Buy (add'l)

Undiscovered Mgr Behavioral Value Fund — Sold (part)

T. Rowe Price Sci & Tech Fund — None

T. Rowe Price Sci & Tech Fund — Buy (add'l)

T. Rowe Price Sci & Tech Fund — Sold (part)

BlueChip Grownth Fund — None — Buy

BlueChip Grownth Fund — Buy (add'l)

BlueChip Grownth Fund — Sold (part)

BF Partners (H)

Pinnacle Bank Account — Interest

Investment Property, Nashville, TN (Appraisal 4/09) — None

Northwestern Mutual: Whole Life Policy — Dividend

Pinnacle Bank Accounts — Interest

IRA #3 (H)

Delaware Value Fund Institutional Class I — Dividend

RMB Mendon Financial Services Fund Class A — None — Sold

First Eagle Global Funds Class I — Dividend

The Income Fund of America Fund Class F2 — Dividend

Loomis Sayles Global Equity and Income Fund CL Y — Dividend

Thornburg Income Builder CL I — Dividend

Victory Trivalent Int'l Sm Cap — Dividend

Alpha Centric Inc. Opport Fund Class A — Dividend

UBS Bank USA Deposit Account — Interest

Firsthand Tech Opp Fund — Dividend — Buy

Pimco Income Fund Class 12 — Dividend

Virtus Small Cap Class 1 — Dividend

Janus Henderson Bal Class I — Sold (part)

Blackrock Health Sciences Fund Institutional Class — Dividend

Cohen & Steers Real Est Sec Fund — Dividend

IRA #4 (H)

Delaware Value Fund Institutional Class I — Dividend

RMB Mendon Financial Services Fund Class A — Sold

First Eagle Global Funds Class I — Dividend

The Income Fund of America Fund Class F2 — Dividend

Loomis Sayles Global Allocation Fund Class Y — Dividend

Thornburg Income Builder Class I — Dividend

Victory Trivalent Int'l Small Cap Fund Class Y — Dividend

UBS Bank USA Deposit Account — None

Pimco Income Fund Class 12 — Dividend

Pimco Income Fund Class 12 — Sold (part)

Alpha Cenetric Inc. Opportunities Fund — Dividend

Alpha Cenetric Inc. Opportunities Fund — Buy (add'l)

Virtus Kar Small Cap Core Fund — Dividend

Blackrock Health Sciences Fund Institutional Class — Dividend

Cohen & Steers Real Est Sec Fund — Dividend

Firsthand Tech Opp Fund — Dividend — Buy

Estate #2 (H)

Pinnacle Bank Account — None

UBS Bank USA Deposit Account — Interest

Trust #1 (H) G-S Trust

UBS Bank USA Deposit Account — Interest

AIG Focused Div Strategy Class W — None

AIG Focused Div Strategy Class W — Sold (part)

AIG Focused Div Strategy Class W — Sold

Blackrock Health Sciences Fund Institutional Class — Dividend

Blackrock Health Sciences Fund Institutional Class — Sold (part)

Touchstone Inv Mid Cap Class Y — Dividend

Touchstone Inv Mid Cap Class Y — Sold (part)

Victory Trivalent Int'l Small Cap Fund Class Y — Dividend

Victory Trivalent Int'l Small Cap Fund Class Y — Sold (part)

Alger Spectra Class Z — Dividend

Alger Spectra Class Z — Sold (part)

Alpha Centric Income Opport Class I — Dividend

Alpha Centric Income Opport Class I — Sold (part)

Alpha Centric Income Opport Class I — Buy (add'l)

Nuveen Short Duration Hy Muni Bnd Class I — Dividend

Nuveen Short Duration Hy Muni Bnd Class I — Sold (part)

First Eagle Global Funds Class I (X) — Dividend

First Eagle Global Funds Class I (X) — Sold (part)

Janus Henderson Bal Class I — Sold (part)

Loomis Sayles Global Allocation Fund Class Y — Dividend

Loomis Sayles Global Allocation Fund Class Y — Sold (part)

Thornburg Income Builder Class I — Dividend

Thornburg Income Builder Class I — Sold (part)

8012 Nashville TN Appraisal 11-3-17 — None

Land Nashville TN Appraisal 2-8-18 — None

Rental property Nashville TN Appraisal 2-22-18 — Rent

24.75% owner BL Partners, Nashville, TN — Rent

CapStar Financial Holdings, Inc. Stock — Dividend

Cohen & Steers Real Est Sec Fund — Dividend

Cohen & Steers Real Est Sec Fund — Sold (part)

BF Partners 5.62% — Interest

Fidelity Adv Strat Inc Fund — Dividend — Buy

Fidelity Adv Strat Inc Fund — Sold

Firsthand Tech Opp Fund — Dividend — Buy

Firsthand Tech Opp Fund — Sold (part)

Columbia Div Inc Fund — Dividend — Buy

Columbia Div Inc Fund — Sold (part)

College America 529 Cap Inc Bldr CIB A — None

BL Partners, Nashville, TN — Rent

BP, Inc. Stock — None

Partner, BL Partners

Co-Trustee, G-G Trust - No Ownership

Trustee, G-S Trust

Partner, BF Partners

Co-Executor, Estate #2

Reimbursement — Environmental Law Moot Court — 02/22/2020 - 02/24/2020 — White Plains, NY — Moot Court Competition — Transportation, lodging, food

Reimbursement — Seigenthaler-Southerland Cup — 03/20 - 21/2020 — Washington, DC — Moot Court Competition — Transporation

Spouse's income — 2020 — Self-employed attorney

All Part VII, references by line listed below:

1. Line 11, John Hancock USA Pension Plan #2 continuing through Line 36 contain units in a pooled investment account that is controlled by and held in the

custody of John Hancock. No information is maintained at the participant level that applies to Column B and Column D(4) of this report.

2. Line 37, John Hancock USA Pension Plan #4 continuing through Line 157 is for spouse and contain units in a pooled investment account that is controlled by

and held in the custody of John Hancock. No information is maintained at the participant level that applies to Column B and Column D(4) of this report.

3. Line 38, Oppenheimer merged with Invesco thereby joining Funds. Accordingly, Oppenheimer Developing Market Fund is now Invesco Developing Market

Fund.

Part I - Positions -

Line 4 - Co-Trustee G-G Trust - No Ownership. In accordance with page 31 of the filing instructions, assets of the trust are not required to be reported in Part VII

as the filer and her spouse, who have no dependent children, did not receive income from the trust, have no beneficial interest in principal or income from the

trust and were not involved in the creation of the trust.