Dale A. Kimball

Individual Assets (H)

Draper Irrigation (Water Pro, Inc) — None

Real Estate - Draper City, Salt Lake County, UT — None

PARR BROWN/CHARLES SCHWAB RETIREMENT PLAN (H)

Mt. Jordan Limited — None

American Funds Wash Mut R6 (RWMGX) — None

Dodge & Cox Stock (DODGX) — None

JP Morgan Large Cap Growth R6 (JLGMX) — None

MainStay Large Cap Growth I (MLAIX) — None

Schwab S&P 500 Index (SWPPX) — None

American Beacon Small Cp Val Inst (AVFIX) — None

Carillon Eagle Mid Cap Growth R6 (HRAUX) — None

Janus Henderson Triton N (JGMNX) — None

Vanguard Mid Cap Index Admiral (VIMAX) — None

Victory Sycamore Established Value (VETAX) — None

American Funds Europacific Growth R (RERGX) — None

Invesco Oppenheimer Developing Markets Y (ODVYX) — None

Principle Real Estate Securities In (PRRAX) — None

JPMorgan Core Bond R6 (JCBUX) — None

PGIM Total Return Bond R6 (PTRQX) — None

Invesco Stable Val Trust CF (46X587XX5) — None

Individual Assets (H)

Draper Irrigation (Water Pro, Inc) — None

Real Estate - Draper City, Salt Lake County, UT — None

PARR BROWN/CHARLES SCHWAB RETIREMENT PLAN (H)

Mt. Jordan Limited — None

American Funds Wash Mut R6 (RWMGX) — None

Dodge & Cox Stock (DODGX) — None

JP Morgan Large Cap Growth R6 (JLGMX) — None

MainStay Large Cap Growth I (MLAIX) — None

Schwab S&P 500 Index (SWPPX) — None

American Beacon Small Cp Val Inst (AVFIX) — None

Carillon Eagle Mid Cap Growth R6 (HRAUX) — None

Janus Henderson Triton N (JGMNX) — None

Vanguard Mid Cap Index Admiral (VIMAX) — None

Victory Sycamore Established Value (VETAX) — None

American Funds Europacific Growth R (RERGX) — None

Invesco Oppenheimer Developing Markets Y (ODVYX) — None

Principle Real Estate Securities In (PRRAX) — None

JPMorgan Core Bond R6 (JCBUX) — None

PGIM Total Return Bond R6 (PTRQX) — None

Invesco Stable Val Trust CF (46X587XX5) — None

Individual Assets (H)

Draper Irrigation (Water Pro, Inc) — None

Real Estate - Draper City, Salt Lake County, UT — None

PARR BROWN/CHARLES SCHWAB RETIREMENT PLAN (H)

Mt. Jordan Limited — None

American Funds Wash Mut R6 (RWMGX) — None

Dodge & Cox Stock (DODGX) — None

JP Morgan Large Cap Growth R6 (JLGMX) — None

MainStay Large Cap Growth I (MLAIX) — None

Schwab S&P 500 Index (SWPPX) — None

American Beacon Small Cp Val Inst (AVFIX) — None

Carillon Eagle Mid Cap Growth R6 (HRAUX) — None

Janus Henderson Triton N (JGMNX) — None

Vanguard Mid Cap Index Admiral (VIMAX) — None

Victory Sycamore Established Value (VETAX) — None

American Funds Europacific Growth R (RERGX) — None

Invesco Oppenheimer Developing Markets Y (ODVYX) — None

Principle Real Estate Securities In (PRRAX) — None

JPMorgan Core Bond R6 (JCBUX) — None

PGIM Total Return Bond R6 (PTRQX) — None

Invesco Stable Val Trust CF (46X587XX5) — None

Board Member, Utah Chapter, Federal Bar Association

Master of the Bench, American Inn of Court I

Member, Fellow of the American Bar Foundation

Member, American Bar Association

Member, Federal Judges' Association

Member, Judicial Conference Committee on Criminal Law

Member, Utah State Bar Committee on New Lawyer Training/Mentoring

Board Member, Utah Chapter, Federal Bar Association

Master of the Bench, American Inn of Court I

Member, Fellow of the American Bar Foundation

Member, American Bar Association

Member, Federal Judges' Association

Member, Judicial Conference Committee on Criminal Law

Member, Utah State Bar Committee on New Lawyer Training/Mentoring

Board Member, Utah Chapter, Federal Bar Association

Master of the Bench, American Inn of Court I

Member, Fellow of the American Bar Foundation

Member, American Bar Association

Member, Federal Judges' Association

Member, Judicial Conference Committee on Criminal Law

Member, Utah State Bar Committee on New Lawyer Training/Mentoring

Agreement — 1997 — Retirement Benefits - Parr Brown Gee & Loveless (former law firm)

Agreement — 1997 — Retirement Benefits - Parr Brown Gee & Loveless (former law firm)

Agreement — 1997 — Retirement Benefits - Parr Brown Gee & Loveless (former law firm)

Income — 2020 — Parr Brown PS Retirement Payment (retirement) — $35,000.00

Income — 2020 — Parr Brown PS Retirement Payment (retirement) — $35,000.00

Income — 2020 — Parr Brown PS Retirement Payment (retirement) — $35,000.00

Part VII, line 4: With respect to underlying assets, the filer does not have either the right or the ability to select individual holdings within

this account other than to select the level of risk (moderate). The filer does not have the right or ability to direct sale or purchase transactions within this

account, as those are dictated by Schwab based upon the selected level of risk within the parameters established with the firm. Income is not allocated to

individual holdings within this plan, and the plan does not provide information regarding the transactions it performs. The individual positions and their

values currently controlled by Schwab and credited to this account are identified at lines 5-21; they are subject to change by the plan without the filer's

knowledge or control. This plan was established for the filer by the filer's former law firm and, despite request, no additional information is available.

Part VII, Column B: Lines reflecting no income are so reported because none was attributed to those particular holdings during the reporting period, whether

taxable, tax exempt, or tax deferred, or because the investments do not allocate income to individual holdings, but instead are credited only in unit value, per

page 42 of the filing instructions.