Lonny R. Suko

Chase Bank cash accounts — Interest

Chase Strategic Allocation Portfolio (*see page 7) — Dividend

US Bank cash accounts — Interest

American Express Bond Fund — Interest

Real property in Yakima, WA, held with others — Rent

Northwestern Mutual Life Insurance Company Whole Life Insurance — Dividend

Hapo Community Credit Union cash accounts (*see page 7)

Ameriprise Financial cash accounts — Dividend

Management Account #1 (H)

COLUMBIA CONTRARIAN CORE INSTL CL SMGIX — Dividend

ISHARES RUSSELL MID CAP ETF IWR — Dividend

JPMORGAN VALUE ADVANTAGE CL I JVASX — None — Sold

SECTOR CONSUMER STAPLES SELECT SECTOR SPDR ETF XLP — Dividend

SPDR SERIES TRUST S&P 600 SMALL CAP VALUE ETF SLYV — Dividend — Sold

ISHARES RUSSELL MID CAP VALUE ETF IWS — Dividend — Sold

OPPENHEIMER INTL SMALL-MID COMPANY CL Y OSMYX — Dividend

COLUMBIA TAX EXEMPT CLZ CTEZX — Dividend

FIDELITY ADVISOR HEALTH CARE CLI FHCIX — Dividend

INVESCO LTD TERM MUN INCOME CL Y ATFYX — Dividend

PRUDENTIAL TOTAL RETURN BOND CL Z PDBZX — Dividend

MFS INTL DIVERSIFICATION CL I MDIJX — Dividend

JPMORGAN CORE BOND CL I WOBDX — Dividend

BNY MELLON SMALL MID CAP GROWTH CL I SDSCX — Dividend — Buy

DELAWARE SMALL MID CAP GROWTH CL I DFDIX — Dividend — Buy

FIDELITY ADVISOR GROWTH OPPTYS CL I FAGCX — Dividend — Buy

IRA #1 (H)

JPMORGAN VALUE ADVANTAGE CL I JVASX — None — Sold

PARNASSUS MID CAP PARMX — Dividend — Sold (part)

SECTOR CONSUMER STAPLES SELECT SECTOR SPDR ETF XLP — Dividend

FIDELITY ADVISOR NEW INSIGHTS CL I FINSX — Dividend

OPPENHEIMER INTL SMALL COMPANY CL Y OSMYX — Dividend

PRUDENTIAL TOTAL RETURN BOND CL Z PDBZX — Dividend

MFS INTL DIVERSIFICATION CL I MDIJX — Dividend

JPMORGAN CORE BOND CL I WOBDX — Dividend

JPMORGAN CORE BOND CL I WOBDX — Buy

BNY MELLON SMALL MID CAP GROWTH CL I SDSCX — Dividend — Buy

COLUMBIA GLOBAL TECHNOLOGY GROWTH INSTL CL CMTFX — Dividend — Buy

IRA #2 (H)

JPMORGAN VALUE ADVANTAGE CL I JVASX — None — Sold

PARNASSUS MID CAP PARMX — Dividend — Sold (part)

SECTOR CONSUMER STAPLES SELECT SECTOR SPDR ETF XLP — Dividend

FIDELITY ADVISOR NEW INSIGHTS CL I FINSX — Dividend

OPPENHEIMER INTL SMALL COMPANY CL Y OSMYX — Dividend

PRUDENTIAL TOTAL RETURN BOND CL Z PDBZX — Dividend

MFS INTL DIVERSIFICATION CL I MDIJX — Dividend

JPMORGAN CORE BOND CL I WOBDX — Dividend

JPMORGAN CORE BOND CL I WOBDX — Buy

BNY MELLON SMALL MID CAP GROWTH CL I SDSCX — Dividend — Buy

FIDELITY ADVISOR GROWTH OPPTYS CL I FAGCX — Dividend — Buy

JP MORGAN CORE ADVISORY PORTFOLIO MANAGED INV. (JPMCAP) (*see page 7) — None — Buy

Chase Bank cash accounts — Interest

Chase Strategic Allocation Portfolio (*see page 7) — Dividend

US Bank cash accounts — Interest

American Express Bond Fund — Interest

Real property in Yakima, WA, held with others — Rent

Northwestern Mutual Life Insurance Company Whole Life Insurance — Dividend

Hapo Community Credit Union cash accounts (*see page 7)

Ameriprise Financial cash accounts — Dividend

Management Account #1 (H)

COLUMBIA CONTRARIAN CORE INSTL CL SMGIX — Dividend

ISHARES RUSSELL MID CAP ETF IWR — Dividend

JPMORGAN VALUE ADVANTAGE CL I JVASX — None — Sold

SECTOR CONSUMER STAPLES SELECT SECTOR SPDR ETF XLP — Dividend

SPDR SERIES TRUST S&P 600 SMALL CAP VALUE ETF SLYV — Dividend — Sold

ISHARES RUSSELL MID CAP VALUE ETF IWS — Dividend — Sold

OPPENHEIMER INTL SMALL-MID COMPANY CL Y OSMYX — Dividend

COLUMBIA TAX EXEMPT CLZ CTEZX — Dividend

FIDELITY ADVISOR HEALTH CARE CLI FHCIX — Dividend

INVESCO LTD TERM MUN INCOME CL Y ATFYX — Dividend

PRUDENTIAL TOTAL RETURN BOND CL Z PDBZX — Dividend

MFS INTL DIVERSIFICATION CL I MDIJX — Dividend

JPMORGAN CORE BOND CL I WOBDX — Dividend

BNY MELLON SMALL MID CAP GROWTH CL I SDSCX — Dividend — Buy

DELAWARE SMALL MID CAP GROWTH CL I DFDIX — Dividend — Buy

FIDELITY ADVISOR GROWTH OPPTYS CL I FAGCX — Dividend — Buy

IRA #1 (H)

JPMORGAN VALUE ADVANTAGE CL I JVASX — None — Sold

PARNASSUS MID CAP PARMX — Dividend — Sold (part)

SECTOR CONSUMER STAPLES SELECT SECTOR SPDR ETF XLP — Dividend

FIDELITY ADVISOR NEW INSIGHTS CL I FINSX — Dividend

OPPENHEIMER INTL SMALL COMPANY CL Y OSMYX — Dividend

PRUDENTIAL TOTAL RETURN BOND CL Z PDBZX — Dividend

MFS INTL DIVERSIFICATION CL I MDIJX — Dividend

JPMORGAN CORE BOND CL I WOBDX — Dividend

JPMORGAN CORE BOND CL I WOBDX — Buy

BNY MELLON SMALL MID CAP GROWTH CL I SDSCX — Dividend — Buy

COLUMBIA GLOBAL TECHNOLOGY GROWTH INSTL CL CMTFX — Dividend — Buy

IRA #2 (H)

JPMORGAN VALUE ADVANTAGE CL I JVASX — None — Sold

PARNASSUS MID CAP PARMX — Dividend — Sold (part)

SECTOR CONSUMER STAPLES SELECT SECTOR SPDR ETF XLP — Dividend

FIDELITY ADVISOR NEW INSIGHTS CL I FINSX — Dividend

OPPENHEIMER INTL SMALL COMPANY CL Y OSMYX — Dividend

PRUDENTIAL TOTAL RETURN BOND CL Z PDBZX — Dividend

MFS INTL DIVERSIFICATION CL I MDIJX — Dividend

JPMORGAN CORE BOND CL I WOBDX — Dividend

JPMORGAN CORE BOND CL I WOBDX — Buy

BNY MELLON SMALL MID CAP GROWTH CL I SDSCX — Dividend — Buy

FIDELITY ADVISOR GROWTH OPPTYS CL I FAGCX — Dividend — Buy

JP MORGAN CORE ADVISORY PORTFOLIO MANAGED INV. (JPMCAP) (*see page 7) — None — Buy

Page 4, line 2: Investment is in the Moderate Tier 1 Allocation within the Chase Strategic Portfolio. I am only allowed to choose my asset allocation based on a

risk tolerance and time horizon.

Page 4, line 7: This item listed in last year's report is no longer reportable due to reduction in value.

Page 6, line 50: Investment is in JP Morgan Core Advisory Portfolio Managed Fixed Income MF/ETF Muni Non - JPM Mgd. Inv. I am only allowed to choose

my asset allocation based on a risk tolerance and time horizon.