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

WV Smart 529 Plan #2 - 17 Age Based Strategy — None — Distributed (part)

WV Smart 529 Plan #2 - 17 Age Based Strategy — Distributed (part)

WV Smart 529 Plan #2 - 17 Age Based Strategy — Sold

WV Smart 529 Plan #2 - 18+ Age Based Strategy — None — Buy

WV Smart 529 Plan #2 - 18+ Age Based Strategy — Distributed (part)

Mineral Rights, Calhoun Cty., WV — Royalty

Offutt Nord, PLLC Retirement Plan #1 (H)

Blackrock Lifepath INDX 2025 K — Int./Div. — Distributed (part)

Blackrock Lifepath INDX 2025 K — Distributed (part)

Blackrock Lifepath INDEX RET K — Int./Div. — Distributed (part)

Blackrock Lifepath INDEX RET K — Distributed (part)

Northwestern Mutual Variable Annuity (H)

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

Equity Income (MSA/T Rowe Price) B — Buy

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

Equity Income (MSA/T Rowe Price) B — None — Buy

Index 500 Stock (MSA) B — Sold

Index 500 Stock (MSA) B — Buy

Index 500 Stock (MSA) B — Sold

Index 500 Stock (MSA) B — None — Buy

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

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

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

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

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

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

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

Small Cap Value (MSA/T Rowe Price) B — None — Buy

International Equity (MSA/ Franklin Tmpl) B — Sold

International Equity (MSA/ Franklin Tmpl) B — Buy

International Equity (MSA/ Franklin Tmpl) B — Sold

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

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

Select Bond (MSA/Wells Capital Management) B — Buy

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

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

Strategic Bond (RIF)-B — Sold

Strategic Bond (RIF)-B — Buy

Strategic Bond (RIF)-B — Sold

Strategic Bond (RIF)-B — None — Buy

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

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

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

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

Equity Income (MSA/T Rowe Price) A — Sold

Equity Income (MSA/T Rowe Price) A — Buy

Equity Income (MSA/T Rowe Price) A — Sold

Equity Income (MSA/T Rowe Price) A — None — Buy

Index 500 Stock (MSA) A — Sold

Index 500 Stock (MSA) A — Buy

Index 500 Stock (MSA) A — Sold

Index 500 Stock (MSA) A — None — Buy

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

Mid-Cap Value (MSA/American Century) A — Buy

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

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

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

Small Cap Value (MSA/T Rowe Price) A — Buy

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

Small Cap Value (MSA/T Rowe Price) A — None — Buy

International Equity (MSA/ Franklin Tmpl) A — Sold

International Equity (MSA/ Franklin Tmpl) A — Buy

International Equity (MSA/ Franklin Tmpl) A — Sold

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

Select Bond (MSA/Wells Capital Management) A — Sold

Select Bond (MSA/Wells Capital Management) A — Buy

Select Bond (MSA/Wells Capital Management) A — Sold

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

Strategic Bond (RIF)-A — Sold

Strategic Bond (RIF)-A — Buy

Strategic Bond (RIF)-A — Sold

Strategic Bond (RIF)-A — None — Buy

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

High Yield Bond (MSA/Federated Inv.) A — Buy

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

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

Northwestern Mutual Fixed Annuity - Rollover IRA — None

Northwestern 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.

Baron Asset Fund Institutional Class — Int./Div. — Buy

Dodge & Cox International Fund — Int./Div.

Europacific Growth Fund Class F — Int./Div.

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

Fidelity Advisor Limited Term Muni Income Fund Class 1 — Int./Div.

Fidelity Advisor Intermediate Muni Income Fund Class 1 — Int./Div.

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.

Principal Real Estate Securities FD CL 1 — Int./Div.

The Tax-Exempt Bond Fund of America Class F-2 — Int./Div. — Buy

Goldman Sachs ETF TR TR Activebeta U S Large Cap Equity ETF — Int./Div. — Buy

ISHARES TR MSCI USA Value Factor ETF — Int./Div. — Buy

Northwestern Mutual Fixed Retirement Annuity #2 - Rollover — None

Northwestern Mutual Fixed Retirement Annuity #3 - Rollover — None

Northwestern Mutual Investment Account - Ending 3946 (H)

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

Vanguard BD Index FDS Vanguard Total BD Market ETF — Int./Div. — Sold (part)

Vanguard BD Index FDS Vanguard Total BD Market ETF — Sold (part)

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

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

Fidelity Advisor Total Bond Fund Class 1 — Int./Div. — Buy (add'l)

Fidelity Advisor Total Bond Fund Class 1 — Sold (part)

Fidelity Advisor Total Bond Fund Class 1 — Sold (part)

Fidelity Advisor Total Bond Fund Class 1 — Buy (add'l)

FMI International Fund Institutional Class — Int./Div.

IShares TR Core S&P Mid-Cap ETF — Int./Div. — Buy (add'l)

IShares TR Core S&P 500 ETF — Int./Div. — Buy (add'l)

IShares TR Core S&P 500 ETF — Sold (part)

New World Fund Class F-2 — Int./Div.

The Oakmark Select Fund Investor Class — Int./Div. — Buy (add'l)

The Oakmark Select Fund Investor Class — Buy (add'l)

The Oakmark Select Fund Investor Class — Sold (part)

The Oakmark Select Fund Investor Class — Sold (part)

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

Pimco Income Fund Class I-2 — Int./Div. — Buy (add'l)

Pimco Income Fund Class I-2 — Sold (part)

Pimco Income Fund Class I-2 — Sold (part)

Schwab Strategic TR INTL Equity ETF — Int./Div. — Buy (add'l)

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

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

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

IShares TR Core S&P Small-Cap ETF — Int./Div. — Buy (add'l)

Vanguard Malvern FDS Short-term Inflation Protected SECS Index FD ET — Int./Div. — Buy (add'l)

Parnassus Mid Cap Fund Institutional Class — Int./Div.

IShares Gold TR Ishares — Int./Div. — Buy

IShares Gold TR Ishares — Buy (add'l)

Western Asset Core Bond Fund Class I NB — Int./Div. — Buy

IShares TR MSCI USA Value Factor ETF — Int./Div. — Buy

Spouse's income — 2020 — Offutt Nord, PLLC ( Member, Self-Employed Attorney)

Part VII, Line 4 - Premiums paid for 2020 equal $27,888.44.

Part VII, Lines 12-16 - Because 401-k deferrals and employer matches were deposited monthly, amounts were invested in these securities each month.

Part VII, Line 11 - Royalties received from the DD Oil Company, Offutt #2, and Offut #3.