Brenda Kay Sannes

Amgen, Inc. — Dividend

Fidelity Total Market Index Fund — Dividend — Sold

The Southern Company — Dividend

New York State 529 Age-Based Option: Aggressive Growth Portfolio — None

New York State 529 Age-Based Option: Conservative Growth Portfolio — None

New York State 529 Age-Based Option Income Portfolio — None

New York State 529 Growth Stock Index Portfolio — None

New York State Mid-Cap Stock Index Portfolio — None

Rental Property #1 (Los Angeles, California) — Rent

M & T Accounts — Interest

M & T (IRA) — Interest

Chase Account — Interest

Ditech Funding (Y) (see part VIII)

New Rez LLC — Interest

National Group Whole Life Insurance — Dividend

State Farm Whole Life Insurance — Int./Div.

Fidelity Intermediate Treasury Bond Index Fund — Dividend

Fidelity Intermediate Treasury Bond Index Fund — Sold (part)

Fidelity Investment Grade Bond Fund — Dividend

Fidelity Investment Grade Bond Fund — Sold (part)

Family Trust C (H)

Sannes Family Limited Partnership — Royalty

Family Trust B (H)

CA bank checking account — Interest

CA bank savings account — Interest

NY bank checking account — Interest

Trustee (See part VIII), Family Trust A

Trustee (See part VII, line 21, and part VIII), Family Trust C

Power of Attorney, Family member

Liability — New Rez LLC — Mortgage on rental property #1 (part VII, line 9)

Family Trust A is a revocable living trust without reportable assets.

Family member has a beneficial interest in Trust B, which is an irrevocable trust

Family Trust C is an irrevocable trust which owns 50% of the Sannes Family Limited Partnership

Family member resigned as a co-trustee of both Trust A and Trust C on November 12, 2020

The servicing on the impound account for the mortgage on rental property #1 (part VII, line 13) switched from Ditech Funding to New Rez LLC in March 2019.