Eli Jeremy Richardson

Rental property, Nashville, TN (2017, $318,000) — Rent

AXA Moderate-Plus Allocation Fund — None

529 acct: American Funds Washington Mutual Investors Fund Class 529-A — None — Sold

iShares Core S & P 500 ETF — Dividend

Pinnacle Bank Cash Accounts (Y)

Vanguard Total Stock Market Index Fund Admiral Class — Dividend — Sold (part)

Vanguard Total Stock Market Index Fund Admiral Class — Buy (add'l)

Vanguard Total Bond Market Index Fund — Dividend — Sold (part)

Vanguard Total Bond Market Index Fund — Buy (add'l)

Vanguard Total Bond Market Index Fund — Buy

Vanguard Institutional Index Fund Institutional Shares Plus — Dividend — Buy

TN Total Stock Market Fund — None — Buy

TN Total Bond Fund — None — Buy

Agreement — 2010 — Federal Employees Retirement System Basic Benefit annuity; payable as early as age 56 and 6 months

Liability — Fifth Third Bank — Mortgage of rental property, Nashville, TN

Liability — Nissan Motor Acceptance Corporation — auto loan (exceeding amount of purchase price)

Liability — Pinnacle Bank — HELOC

Spouse's income — 2020 — self-employed educational consultant

Spouse's income — 2020 — Down Syndrome Association of Middle Tennessee

Part VII: Information concerning Pinnacle Bank Cash Accounts is not reportable in this report because for this reporting period, unlike prior reporting periods,

neither the minimum aggregate value (at the end of the reporting period) of $5,000 nor the minimum income threshhold ($200) for reporting was satisfied.

Part VII: The American Funds Washington Mutual Investors Fund Class 529-A, for a child's 529 account, was rolled over into two funds comprsiing a 529

account with Vanguard, namely the Vanguard Total Bond Market Index Fund and the Vanguard 500 Index Fund. I did not report the gain upon the dispsition of

this asset so far because it was rolled over and not distributed. But I note that the earnings on that asset as of the time of the sale, had they been treated as a "gain,"

would have been Gain Code E