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William Keith Watkins

2020

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Pull out the substance of this filing.

What was filed

  • 225

    investments

  • 6

    positions

  • 0

    gifts

  • 0

    agreements

  • 12

    debts

  • 0

    reimbursements

  • 0

    income

  • 9

    spouse income

Named parties

  • Rosewood Martin, LLC
  • Powermaster, Inc.
  • Troy Bank & Trust Company
  • Wells Fargo Bank
  • Wells Fargo Bank Overdraft Protection
  • W-2 wages
  • 1099-MISC Non-employee income - Training fee

As filed

Pike Co. AL. Farm #1 — None

Farm (1/4 interest), Coffee County, AL — None

North Carolina, Jackson Co. Lot 1 (Appraisal 7/23/04) — None

North Carolina, Jackson Co. Lot 2 — None

North Carolina Land, Jackson Co. (Appraisal 8/8/02) — None

Barn Property Troy, AL Pike County, AL — None

Pike County. AL Farm #3 — None

Pike County. AL Farm #4 - Mineral Rights — None

Pike Coounty AL Farm #5 - Mineral Rights — None

Pike County. AL Farm #6 (19% interest) (Known as Turkey Mountain LLC) — Distribution

Pike County AL Farm #6 (19% interest) Mineral Rights — None

WE, LLC (50% interest) — None

Powermaster, Inc. (1/3 interest) — None

Wells Fargo Bank. — Interest

Principal Life Ins Co "Universal Life Protector" Universal Life Policy — Int./Div.

Northwestern Mutual TM 010 Extraordinary Life — None

Ameriprise Financial Services, LLC Brokerage IRA #2 (H)

Ameriprise Financial Services, LLC Brokerage IRA #2 Brokerage Cash — Int./Div.

American Funds - Capital Income Builder Fund Class F CIBFX IRA #2 — Dividend

American Funds INVESTMENT COMPANY OF AMERICA CL C AICFX - IRA #2 — Dividend

Ameriprise Financial Services Active Portfolio Advisory IRA #1 (H) — Distributed (part)

AMERICAN CENTURY MID CAP VALUE INVESTOR CL IRA #1 — Dividend — Sold (part)

AMERICAN CENTURY MID CAP VALUE INVESTOR CL IRA #1 — Dividend — Buy (add'l)

AMERICAN CENTURY MID CAP VALUE INVESTOR CL IRA #1 — Dividend — Buy (add'l)

BLACKROCK HIGH YIELD BOND INS CL BHYIX IRA #1 — Dividend — Sold

BLACKROCK STRATEGIC INCOME OPPTYS INSTL CL BSIIX IRA #1 — Dividend — Buy (add'l)

BLACKROCK STRATEGIC INCOME OPPTYS INSTL CL BSIIX IRA #1 — Dividend — Buy (add'l)

BLACKROCK STRATEGIC INCOME OPPTYS INSTL CL BSIIX IRA #1 — Dividend — Sold (part)

BLACKROCK STRATEGIC INCOME OPPTYS INSTL CL BSIIX IRA #1 — Dividend — Buy (add'l)

MULTI MANAGER VALUE STRATEGIES CL Z CZMCX IRA #1 — Dividend — Sold (part)

MULTI MANAGER VALUE STRATEGIES CL Z CZMCX IRA #1 — Dividend — Buy (add'l)

MULTI MANAGER VALUE STRATEGIES CL Z CZMCX IRA #1 — Dividend — Buy (add'l)

MULTI MANAGER VALUE STRATEGIES CL Z CZMCX IRA #1 — Dividend — Buy (add'l)

MULTI MANAGER VALUE STRATEGIES CL Z CZMCX IRA #1 — Dividend — Sold (part)

MULTI MANAGER VALUE STRATEGIES CL Z CZMCX IRA #1 — Dividend — Sold (part)

MULTI MANAGER VALUE STRATEGIES CL Z CZMCX IRA #1 — Dividend — Sold (part)

MULTI MANAGER TOTAL RETURN BOND STRATEGIES CL Z CTRZX IRA #1 — Dividend — Buy (add'l)

MULTI MANAGER TOTAL RETURN BOND STRATEGIES CL Z CTRZX IRA #1 — Dividend — Sold (part)

MULTI MANAGER TOTAL RETURN BOND STRATEGIES CL Z CTRZX IRA #1 — Dividend — Sold (part)

MULTI MANAGER TOTAL RETURN BOND STRATEGIES CL Z CTRZX IRA #1 — Dividend — Sold (part)

MULTI MANAGER TOTAL RETURN BOND STRATEGIES CL Z CTRZX IRA #1 — Dividend — Buy (add'l)

MULTI MANAGER TOTAL RETURN BOND STRATEGIES CL Z CTRZX IRA #1 — Dividend — Sold (part)

MULTI MANAGER TOTAL RETURN BOND STRATEGIES CL Z CTRZX IRA #1 — Dividend — Sold (part)

MULTI MANAGER GROWTH STRATEGIES CL Z CZMGX IRA #1 — Dividend — Sold (part)

MULTI MANAGER GROWTH STRATEGIES CL Z CZMGX IRA #1 — Dividend — Buy (add'l)

MULTI MANAGER GROWTH STRATEGIES CL Z CZMGX IRA #1 — Dividend — Buy (add'l)

MULTI MANAGER GROWTH STRATEGIES CL Z CZMGX IRA #1 — Dividend — Sold (part)

MULTI MANAGER GROWTH STRATEGIES CL Z CZMGX IRA #1 — Dividend — Sold (part)

MULTI MANAGER GROWTH STRATEGIES CL Z CZMGX IRA #1 — Dividend — Sold (part)

MULTI MANAGER GROWTH STRATEGIES CL Z CZMGX IRA #1 — Dividend — Sold (part)

MULTI MANAGER INTL EQUITY STRATEGIES INSTL CL CMIEX IRA #1 — Dividend — Buy (add'l)

MULTI MANAGER INTL EQUITY STRATEGIES INSTL CL CMIEX IRA #1 — Dividend — Buy (add'l)

MULTI MANAGER INTL EQUITY STRATEGIES INSTL CL CMIEX IRA #1 — Dividend — Sold (part)

MULTI MANAGER INTL EQUITY STRATEGIES INSTL CL CMIEX IRA #1 — Dividend — Sold (part)

MULTI MANAGER INTL EQUITY STRATEGIES INSTL CL CMIEX IRA #1 — Dividend — Sold (part)

MULTI MANAGER INTL EQUITY STRATEGIES INSTL CL CMIEX IRA #1 — Dividend — Sold (part)

ISHARES CORE S&P SMALL CAP ETF IJR IRA #1 — Dividend — Buy (add'l)

ISHARES CORE S&P SMALL CAP ETF IJR IRA #1 — Dividend — Sold

ISHARES CORE MSCI EMERGING MARKETS ETF IRA #1 — Dividend — Buy (add'l)

ISHARES CORE MSCI EMERGING MARKETS ETF IRA #1 — Dividend — Buy (add'l)

COLUMBIA INCOME OPPTY INSTL CL CIOZX IRA #1 — Dividend — Sold

COLUMBIA INCOME OPPTY INSTL CL CIOZX IRA #1 — Dividend — Sold (part)

COLUMBIA INCOME OPPTY INSTL CL CIOZX IRA #1 — Dividend — Sold (part)

COLUMBIA INCOME OPPTY INSTL CL CIOZX IRA #1 — Dividend — Sold

VANGUARD EXTENDED MKT ETF VXF IRA #1 — Dividend — Buy

VANGUARD EXTENDED MKT ETF VXF IRA #1 — Dividend — Buy

VANGUARD EXTENDED MKT ETF VXF IRA #1 — Dividend — Sold (part)

Ameriprise Bank FSB Money Market Fund IRA #1 — Int./Div.

AMERIPRISE FINANCIAL IRA #3 (H) — Distribution

AMERIPRISE FINANCIAL IRA #3 BROKERAGE CASH — Interest — Open

Troy Bank & Trust Company — Interest

Real Property Parcel #A, Pike Road AL Assessed Value $34,800 — None

Real Property Parcel # B, Pike Road AL Assessed Value $25,700 — None

CollegeCounts Alabama 529 Account Plan 1 — Dividend

CollegeCounts Alabama 529 Account Plan 2 — Dividend

Pike Co. AL. Farm #1 — None

Farm (1/4 interest), Coffee County, AL — None

North Carolina, Jackson Co. Lot 1 (Appraisal 7/23/04) — None

North Carolina, Jackson Co. Lot 2 — None

North Carolina Land, Jackson Co. (Appraisal 8/8/02) — None

Barn Property Troy, AL Pike County, AL — None

Pike County. AL Farm #3 — None

Pike County. AL Farm #4 - Mineral Rights — None

Pike Coounty AL Farm #5 - Mineral Rights — None

Pike County. AL Farm #6 (19% interest) (Known as Turkey Mountain LLC) — Distribution

Pike County AL Farm #6 (19% interest) Mineral Rights — None

WE, LLC (50% interest) — None

Powermaster, Inc. (1/3 interest) — None

Wells Fargo Bank. — Interest

Principal Life Ins Co "Universal Life Protector" Universal Life Policy — Int./Div.

Northwestern Mutual TM 010 Extraordinary Life — None

Ameriprise Financial Services, LLC Brokerage IRA #2 (H)

Ameriprise Financial Services, LLC Brokerage IRA #2 Brokerage Cash — Int./Div.

American Funds - Capital Income Builder Fund Class F CIBFX IRA #2 — Dividend

American Funds INVESTMENT COMPANY OF AMERICA CL C AICFX - IRA #2 — Dividend

Ameriprise Financial Services Active Portfolio Advisory IRA #1 (H) — Distributed (part)

AMERICAN CENTURY MID CAP VALUE INVESTOR CL IRA #1 — Dividend — Sold (part)

AMERICAN CENTURY MID CAP VALUE INVESTOR CL IRA #1 — Dividend — Buy (add'l)

AMERICAN CENTURY MID CAP VALUE INVESTOR CL IRA #1 — Dividend — Buy (add'l)

BLACKROCK HIGH YIELD BOND INS CL BHYIX IRA #1 — Dividend — Sold

BLACKROCK STRATEGIC INCOME OPPTYS INSTL CL BSIIX IRA #1 — Dividend — Buy (add'l)

BLACKROCK STRATEGIC INCOME OPPTYS INSTL CL BSIIX IRA #1 — Dividend — Buy (add'l)

BLACKROCK STRATEGIC INCOME OPPTYS INSTL CL BSIIX IRA #1 — Dividend — Sold (part)

BLACKROCK STRATEGIC INCOME OPPTYS INSTL CL BSIIX IRA #1 — Dividend — Buy (add'l)

MULTI MANAGER VALUE STRATEGIES CL Z CZMCX IRA #1 — Dividend — Sold (part)

MULTI MANAGER VALUE STRATEGIES CL Z CZMCX IRA #1 — Dividend — Buy (add'l)

MULTI MANAGER VALUE STRATEGIES CL Z CZMCX IRA #1 — Dividend — Buy (add'l)

MULTI MANAGER VALUE STRATEGIES CL Z CZMCX IRA #1 — Dividend — Buy (add'l)

MULTI MANAGER VALUE STRATEGIES CL Z CZMCX IRA #1 — Dividend — Sold (part)

MULTI MANAGER VALUE STRATEGIES CL Z CZMCX IRA #1 — Dividend — Sold (part)

MULTI MANAGER VALUE STRATEGIES CL Z CZMCX IRA #1 — Dividend — Sold (part)

MULTI MANAGER TOTAL RETURN BOND STRATEGIES CL Z CTRZX IRA #1 — Dividend — Buy (add'l)

MULTI MANAGER TOTAL RETURN BOND STRATEGIES CL Z CTRZX IRA #1 — Dividend — Sold (part)

MULTI MANAGER TOTAL RETURN BOND STRATEGIES CL Z CTRZX IRA #1 — Dividend — Sold (part)

MULTI MANAGER TOTAL RETURN BOND STRATEGIES CL Z CTRZX IRA #1 — Dividend — Sold (part)

MULTI MANAGER TOTAL RETURN BOND STRATEGIES CL Z CTRZX IRA #1 — Dividend — Buy (add'l)

MULTI MANAGER TOTAL RETURN BOND STRATEGIES CL Z CTRZX IRA #1 — Dividend — Sold (part)

MULTI MANAGER TOTAL RETURN BOND STRATEGIES CL Z CTRZX IRA #1 — Dividend — Sold (part)

MULTI MANAGER GROWTH STRATEGIES CL Z CZMGX IRA #1 — Dividend — Sold (part)

MULTI MANAGER GROWTH STRATEGIES CL Z CZMGX IRA #1 — Dividend — Buy (add'l)

MULTI MANAGER GROWTH STRATEGIES CL Z CZMGX IRA #1 — Dividend — Buy (add'l)

MULTI MANAGER GROWTH STRATEGIES CL Z CZMGX IRA #1 — Dividend — Sold (part)

MULTI MANAGER GROWTH STRATEGIES CL Z CZMGX IRA #1 — Dividend — Sold (part)

MULTI MANAGER GROWTH STRATEGIES CL Z CZMGX IRA #1 — Dividend — Sold (part)

MULTI MANAGER GROWTH STRATEGIES CL Z CZMGX IRA #1 — Dividend — Sold (part)

MULTI MANAGER INTL EQUITY STRATEGIES INSTL CL CMIEX IRA #1 — Dividend — Buy (add'l)

MULTI MANAGER INTL EQUITY STRATEGIES INSTL CL CMIEX IRA #1 — Dividend — Buy (add'l)

MULTI MANAGER INTL EQUITY STRATEGIES INSTL CL CMIEX IRA #1 — Dividend — Sold (part)

MULTI MANAGER INTL EQUITY STRATEGIES INSTL CL CMIEX IRA #1 — Dividend — Sold (part)

MULTI MANAGER INTL EQUITY STRATEGIES INSTL CL CMIEX IRA #1 — Dividend — Sold (part)

MULTI MANAGER INTL EQUITY STRATEGIES INSTL CL CMIEX IRA #1 — Dividend — Sold (part)

ISHARES CORE S&P SMALL CAP ETF IJR IRA #1 — Dividend — Buy (add'l)

ISHARES CORE S&P SMALL CAP ETF IJR IRA #1 — Dividend — Sold

ISHARES CORE MSCI EMERGING MARKETS ETF IRA #1 — Dividend — Buy (add'l)

ISHARES CORE MSCI EMERGING MARKETS ETF IRA #1 — Dividend — Buy (add'l)

COLUMBIA INCOME OPPTY INSTL CL CIOZX IRA #1 — Dividend — Sold

COLUMBIA INCOME OPPTY INSTL CL CIOZX IRA #1 — Dividend — Sold (part)

COLUMBIA INCOME OPPTY INSTL CL CIOZX IRA #1 — Dividend — Sold (part)

COLUMBIA INCOME OPPTY INSTL CL CIOZX IRA #1 — Dividend — Sold

VANGUARD EXTENDED MKT ETF VXF IRA #1 — Dividend — Buy

VANGUARD EXTENDED MKT ETF VXF IRA #1 — Dividend — Buy

VANGUARD EXTENDED MKT ETF VXF IRA #1 — Dividend — Sold (part)

Ameriprise Bank FSB Money Market Fund IRA #1 — Int./Div.

AMERIPRISE FINANCIAL IRA #3 (H) — Distribution

AMERIPRISE FINANCIAL IRA #3 BROKERAGE CASH — Interest — Open

Troy Bank & Trust Company — Interest

Real Property Parcel #A, Pike Road AL Assessed Value $34,800 — None

Real Property Parcel # B, Pike Road AL Assessed Value $25,700 — None

CollegeCounts Alabama 529 Account Plan 1 — Dividend

CollegeCounts Alabama 529 Account Plan 2 — Dividend

Pike Co. AL. Farm #1 — None

Farm (1/4 interest), Coffee County, AL — None

North Carolina, Jackson Co. Lot 1 (Appraisal 7/23/04) — None

North Carolina, Jackson Co. Lot 2 — None

North Carolina Land, Jackson Co. (Appraisal 8/8/02) — None

Barn Property Troy, AL Pike County, AL — None

Pike County. AL Farm #3 — None

Pike County. AL Farm #4 - Mineral Rights — None

Pike Coounty AL Farm #5 - Mineral Rights — None

Pike County. AL Farm #6 (19% interest) (Known as Turkey Mountain LLC) — Distribution

Pike County AL Farm #6 (19% interest) Mineral Rights — None

WE, LLC (50% interest) — None

Powermaster, Inc. (1/3 interest) — None

Wells Fargo Bank. — Interest

Principal Life Ins Co "Universal Life Protector" Universal Life Policy — Int./Div.

Northwestern Mutual TM 010 Extraordinary Life — None

Ameriprise Financial Services, LLC Brokerage IRA #2 (H)

Ameriprise Financial Services, LLC Brokerage IRA #2 Brokerage Cash — Int./Div.

American Funds - Capital Income Builder Fund Class F CIBFX IRA #2 — Dividend

American Funds INVESTMENT COMPANY OF AMERICA CL C AICFX - IRA #2 — Dividend

Ameriprise Financial Services Active Portfolio Advisory IRA #1 (H) — Distributed (part)

AMERICAN CENTURY MID CAP VALUE INVESTOR CL IRA #1 — Dividend — Sold (part)

AMERICAN CENTURY MID CAP VALUE INVESTOR CL IRA #1 — Dividend — Buy (add'l)

AMERICAN CENTURY MID CAP VALUE INVESTOR CL IRA #1 — Dividend — Buy (add'l)

BLACKROCK HIGH YIELD BOND INS CL BHYIX IRA #1 — Dividend — Sold

BLACKROCK STRATEGIC INCOME OPPTYS INSTL CL BSIIX IRA #1 — Dividend — Buy (add'l)

BLACKROCK STRATEGIC INCOME OPPTYS INSTL CL BSIIX IRA #1 — Dividend — Buy (add'l)

BLACKROCK STRATEGIC INCOME OPPTYS INSTL CL BSIIX IRA #1 — Dividend — Sold (part)

BLACKROCK STRATEGIC INCOME OPPTYS INSTL CL BSIIX IRA #1 — Dividend — Buy (add'l)

MULTI MANAGER VALUE STRATEGIES CL Z CZMCX IRA #1 — Dividend — Sold (part)

MULTI MANAGER VALUE STRATEGIES CL Z CZMCX IRA #1 — Dividend — Buy (add'l)

MULTI MANAGER VALUE STRATEGIES CL Z CZMCX IRA #1 — Dividend — Buy (add'l)

MULTI MANAGER VALUE STRATEGIES CL Z CZMCX IRA #1 — Dividend — Buy (add'l)

MULTI MANAGER VALUE STRATEGIES CL Z CZMCX IRA #1 — Dividend — Sold (part)

MULTI MANAGER VALUE STRATEGIES CL Z CZMCX IRA #1 — Dividend — Sold (part)

MULTI MANAGER VALUE STRATEGIES CL Z CZMCX IRA #1 — Dividend — Sold (part)

MULTI MANAGER TOTAL RETURN BOND STRATEGIES CL Z CTRZX IRA #1 — Dividend — Buy (add'l)

MULTI MANAGER TOTAL RETURN BOND STRATEGIES CL Z CTRZX IRA #1 — Dividend — Sold (part)

MULTI MANAGER TOTAL RETURN BOND STRATEGIES CL Z CTRZX IRA #1 — Dividend — Sold (part)

MULTI MANAGER TOTAL RETURN BOND STRATEGIES CL Z CTRZX IRA #1 — Dividend — Sold (part)

MULTI MANAGER TOTAL RETURN BOND STRATEGIES CL Z CTRZX IRA #1 — Dividend — Buy (add'l)

MULTI MANAGER TOTAL RETURN BOND STRATEGIES CL Z CTRZX IRA #1 — Dividend — Sold (part)

MULTI MANAGER TOTAL RETURN BOND STRATEGIES CL Z CTRZX IRA #1 — Dividend — Sold (part)

MULTI MANAGER GROWTH STRATEGIES CL Z CZMGX IRA #1 — Dividend — Sold (part)

MULTI MANAGER GROWTH STRATEGIES CL Z CZMGX IRA #1 — Dividend — Buy (add'l)

MULTI MANAGER GROWTH STRATEGIES CL Z CZMGX IRA #1 — Dividend — Buy (add'l)

MULTI MANAGER GROWTH STRATEGIES CL Z CZMGX IRA #1 — Dividend — Sold (part)

MULTI MANAGER GROWTH STRATEGIES CL Z CZMGX IRA #1 — Dividend — Sold (part)

MULTI MANAGER GROWTH STRATEGIES CL Z CZMGX IRA #1 — Dividend — Sold (part)

MULTI MANAGER GROWTH STRATEGIES CL Z CZMGX IRA #1 — Dividend — Sold (part)

MULTI MANAGER INTL EQUITY STRATEGIES INSTL CL CMIEX IRA #1 — Dividend — Buy (add'l)

MULTI MANAGER INTL EQUITY STRATEGIES INSTL CL CMIEX IRA #1 — Dividend — Buy (add'l)

MULTI MANAGER INTL EQUITY STRATEGIES INSTL CL CMIEX IRA #1 — Dividend — Sold (part)

MULTI MANAGER INTL EQUITY STRATEGIES INSTL CL CMIEX IRA #1 — Dividend — Sold (part)

MULTI MANAGER INTL EQUITY STRATEGIES INSTL CL CMIEX IRA #1 — Dividend — Sold (part)

MULTI MANAGER INTL EQUITY STRATEGIES INSTL CL CMIEX IRA #1 — Dividend — Sold (part)

ISHARES CORE S&P SMALL CAP ETF IJR IRA #1 — Dividend — Buy (add'l)

ISHARES CORE S&P SMALL CAP ETF IJR IRA #1 — Dividend — Sold

ISHARES CORE MSCI EMERGING MARKETS ETF IRA #1 — Dividend — Buy (add'l)

ISHARES CORE MSCI EMERGING MARKETS ETF IRA #1 — Dividend — Buy (add'l)

COLUMBIA INCOME OPPTY INSTL CL CIOZX IRA #1 — Dividend — Sold

COLUMBIA INCOME OPPTY INSTL CL CIOZX IRA #1 — Dividend — Sold (part)

COLUMBIA INCOME OPPTY INSTL CL CIOZX IRA #1 — Dividend — Sold (part)

COLUMBIA INCOME OPPTY INSTL CL CIOZX IRA #1 — Dividend — Sold

VANGUARD EXTENDED MKT ETF VXF IRA #1 — Dividend — Buy

VANGUARD EXTENDED MKT ETF VXF IRA #1 — Dividend — Buy

VANGUARD EXTENDED MKT ETF VXF IRA #1 — Dividend — Sold (part)

Ameriprise Bank FSB Money Market Fund IRA #1 — Int./Div.

AMERIPRISE FINANCIAL IRA #3 (H) — Distribution

AMERIPRISE FINANCIAL IRA #3 BROKERAGE CASH — Interest — Open

Troy Bank & Trust Company — Interest

Real Property Parcel #A, Pike Road AL Assessed Value $34,800 — None

Real Property Parcel # B, Pike Road AL Assessed Value $25,700 — None

CollegeCounts Alabama 529 Account Plan 1 — Dividend

CollegeCounts Alabama 529 Account Plan 2 — Dividend

Manager/Sole Member, Rosewood Martin, LLC

Director, Shareholder, Officer, Powermaster, Inc.

Manager/Sole Member, Rosewood Martin, LLC

Director, Shareholder, Officer, Powermaster, Inc.

Manager/Sole Member, Rosewood Martin, LLC

Director, Shareholder, Officer, Powermaster, Inc.

Liability — Troy Bank & Trust Company — Line of Credit

Liability — Troy Bank & Trust Company — Turkey Mountain Real Estate Loan

Liability — Troy Bank & Trust Company — Line of Credit

Liability — Wells Fargo Bank — Line of Credit

Liability — Wells Fargo Bank Overdraft Protection — Line of Credit for overdraft protection on checking account at Wells Fargo Bank (Part VII, Line 17)

Liability — Troy Bank & Trust Company — Turkey Mountain Real Estate Loan

Liability — Troy Bank & Trust Company — Line of Credit

Liability — Wells Fargo Bank — Line of Credit

Liability — Wells Fargo Bank Overdraft Protection — Line of Credit for overdraft protection on checking account at Wells Fargo Bank (Part VII, Line 17)

Liability — Troy Bank & Trust Company — Turkey Mountain Real Estate Loan

Liability — Wells Fargo Bank — Line of Credit

Liability — Wells Fargo Bank Overdraft Protection — Line of Credit for overdraft protection on checking account at Wells Fargo Bank (Part VII, Line 17)

Spouse's income — 2020 — W-2 wages

Spouse's income — 2020 — 1099-MISC Non-employee income - Training fee

Spouse's income — 2020 — 1099-MISC Non-employee income - Training fee

Spouse's income — 2020 — W-2 wages

Spouse's income — 2020 — 1099-MISC Non-employee income - Training fee

Spouse's income — 2020 — 1099-MISC Non-employee income - Training fee

Spouse's income — 2020 — W-2 wages

Spouse's income — 2020 — 1099-MISC Non-employee income - Training fee

Spouse's income — 2020 — 1099-MISC Non-employee income - Training fee

Part VII

Line 18 is the Header line and indicates the total value of all positions in IRA # 2 held at Ameriprise Financial Services, Inc. There were no distributions from the

account during the year.

Line 21 is the Header account for the securities transactions shown on Lines 22 - 68. IRA #1 is a fee-based advisory account managed by Wilshire Associates

on the Ameriprise Financial platform and the owner of the account is Judge Watkins. This account does not allow the beneficial owner to make any investment

selections or trades as it is managed by Wilshire Associates according to the owner's stated suitability profile and investment objectives. The owner may only add

cash to the account or request a cash withdrawal; trades and securities are determined by the account manager, Wilshire Associates. Therre were no individual

stocks held in the account at any point during the year.

Line 70 is the Header for Ameriprise Financial Services IRA #3. The account was funded with a partial transfer from IRA#1. A normal distribution was then made

from this account but was rolled back in within 60 days (rollover occurred in 2021).

Line 72, use of value method code "S" (assessment) in Column C(2) requires inclusion of the assessed value (not a value code) in Column A or in Part VIII.

Line 73 is 529 Plan College Savings account and is not self-directed. The owner may only may only choose risk level of Low, Moderate, or High. On December

31, 2020, this account was invested in the Moderate Age-Based 06-08 - A fund

Line 74 is 529 Plan College Savings account and is not self-directed. The owner may only may only choose risk level of Low, Moderate, or High. On December

31, 2020, this account was invested in the Moderate Age-Based 10-11 - A fund

This is a copy of a public record, reproduced as it was published. It is not legal advice, and it may not be the version a court would rely on. Check the official source before you cite it.

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