Karen K. Caldwell

Unimproved lots, Waynesburg, KY (1/4 interest) — None — Sold

American Century MidCap Value Investment Shares — Int./Div. — Sold

Calvert Emerging Markets markets Equity — Int./Div. — Sold

Clearbridge Small Cap Growth — Int./Div. — Sold

Invesco Developing Markets — Int./Div. — Sold

Invesco Oppenheimer Intl Growth Equity — Int./Div. — Sold

J.P. Morgan Large Cap Growth Class I — Int./Div. — Sold

J.P. Morgan Small Cap Value Class I — Int./Div. — Sold

Lazard Global Listed Infrastructure Instl — Int./Div. — Sold

MFS Value Fund Class I — Int./Div. — Sold

T Rowe Price Intl Discovery Fund — Int./Div. — Sold

T Rowe Price Mid Cap Growth — Int./Div. — Sold

T Rowe Price Real Estate Fund — Int./Div. — Sold

Lord Abbot Intermed Tax Free Fund — Int./Div. — Sold

T Rowe Price Tax Free Income — Int./Div. — Sold

Wells Fargo Intmd Tax Free Instl — Int./Div. — Sold

Trustee, Transylvania University