Susan Ritchie Bolton

Bank of America cash-equivalent — Interest

Merrill Lynch Single Premium Life- Insurance — None

U.S. Savings Bonds — None

TA Retirement Plus Annuity(variable)(H) — None

AB GLBL THMTC GR PRT

Blackrock High Yield

BLK Basic Value VI

BLK GLobal Alloc VI

BR ADV US TTL MKT VI

Invesco VI Core Eqty

Transamerica Landmark Annuity (variable) (H) — None

TA Aegon High Yield Bond

Fidelity-VIP Contrafund Portfolio

Fidelity-VIP Mid Cap Portfolio

TA Morgan Stanley Capital Growth

TA Asset Allocation - Moderate

AB Growth and Income Portfolio

Allianz Franklin-Annuity (variable)(H) — None

AZL Small Cap Index

AZL Mid Cap Index

Templeton Growth VIP Fund

AZL International Index

AZL Russell 1000 Index

AZL T.Rowe Price Capital App

BlackRock Global Allocation

Franklin Income VIP Fund

Keyport Keyannuity (fixed rate) — Interest

Keyport Keyannuity (fixed rate) — Interest

IShares IBoxx$ High Yield — Interest — Buy

IShares JPMorgan EM Bond — Interest — Buy

Schwab U.S. Tips — Interest — Buy

Sector SPDR Utilites — Dividend — Buy

Vanguard Short-Term — Interest — Buy

IShares MBS — Dividend — Buy

IShares Core 1-5 Year — Dividend — Buy

IRA #1 (H)

IShares MSCI INTL QUALTY — Dividend — Buy

Sector SPDR Energy — Dividend — Buy

Vanguard World FD SHS — Dividend — Buy

CD Morgan Stanley Bank — Interest — Buy

CD Wells Fargo Natl Bank — Interest — Buy

Invesco S&P ULT Divd Rev — Dividend — Sold

Invesco Aerospace — Dividend

Wisdomtree US Midcap — None — Sold

IShares Edge MSCI MID VOL — Dividend

Vanguard Growth Index Fund — Dividend

Total Stock Mrt Index Adm — Dividend

Berkshire BK CD — Interest

BMW BK CD — Interest

Sally Mae BK CD — Interest

Ally Bank CD — Interest

Morgan Stanley PVT BK CD — Interest

Goldman Sachs BK CD — Interest

Goldman Sachs BK CD — Interest

Sallie Mae BK CD — Interest — Redeemed

Discover Bank CD — Interest — Redeemed

American Express Bank CD — Interest

Verizon Communications — Dividend

Bank of America NA cash-equivalent — Interest

Pepsico common stock — Dividend

Yum Brands common stock — Dividend

Yum China Holdings, Inc — Dividend

Invesco OPNHMR Global — Dividend

Motorola Solutions — Dividend

Vodafone common stock — Dividend

Blackrock Global Mutual Fund — Dividend

Wal-Mart common stock — Dividend

Invesco QQQ — Dividend

IShares Russell 1000 — Dividend

IShares Russell Midcap — Dividend

IShares S&P Smallcap 500 — Dividend

IShares Edge MSCI Qual — Dividend

Vanguard Small Cap Value — Dividend

Vanguard Value ETF — Dividend

Vanguard Dividend Appreciation ETF — Dividend

Vanguard Mid-Cap Val Idx — Dividend

U.S. Savings Bonds — None

U.S. Savings Bonds — None

US Savings Bonds — None

Bank of America Dep Account Preferred cash-equivalent — Interest

IRA #2 (H)

Vanguard Total Bond Mkt — Dividend

Vanguard Total Intl. Bond — Dividend

Vanguard Total Int Stock — Dividend

Vanguard TTL STK MKT — Dividend

Invesco Premium US Government MNY? — Interest

Morgan Stanley Bank cash-equivalent — Interest

IShares Global Tech — Dividend

Invesco Buy Back — Dividend

Vanguard Value — Dividend

Vanguard Growth — Dividend

Vanguard FTSE Allworld — Dividend

Allianz Annuity (fixed rate) — Distribution

IShares Core S&P Small — Dividend

IShares 1-3 year — Dividend

SPDR S&P mid-cap 400 — Dividend

SPDR S&P 500 — Dividend

Vanguard FTSE Emerging — Dividend

Vanguard Dividend Appreciation ETF — Dividend

First TR NASQ100 — Dividend

Invesco S&P 500 Equal — Dividend

IShares Core S&P small — Dividend

IShares Russell mid-cap — Dividend

IShares MSCI EAFE — Dividend

IShares Global Tech — Dividend

IShares 1-3 year — Dividend

IShares MSCI Emerging — Dividend

IShares Russell 2000 — Dividend

Invesco Buy Back — Dividend

SPDR S&P mid-cap 400 — Dividend

SPDR S&P 500 — Dividend

Vanguard Value — Dividend

Vanguard Growth — Dividend

Vanguard FTSE Emerging — Dividend

Vanguard Dividend — Dividend

Vanguard FTSE All World — Dividend

Vanguard FTSE Developed — Dividend

Invesco QQQ Trust — Dividend

Invesco S&P 500 Quality — Dividend

MidFirst Bank CD — Interest — Redeemed

Marcus by Goldman Sacks CD — Interest — Buy

MidFirst Bank MM — Interest — Open

Agreement — 1989 — Arizona Elected Officials Retirement Plan (pension plan from prior employment as a state court judge)

Liability — Merrill Lynch Single Premium Life — Cash value loan

Income — 2020 — Arizona Elected Officials Retirement Plan — $72,715.00

Part VII: I cannot specifically list the amount of income earned during the reporting period for my annutities because none of the annuity companies provided

detailed income information to me.