Danny Julian Boggs

JP Morgan Chase Bank, Lou, KY (checking/ savings account) — Interest

Carriage house on property, Louisville, KY — Rent

IRA Account - Wells Fargo, Washington, DC — Int./Div.

Israel Bonds — Interest

IRA Account, Wells Fargo, Washington, DC — Int./Div.

Penn Mutual Whole Life Policies — Dividend

Met Life Whole Life Policy — Dividend

Vanguard Admiral Fla Long Term Tax exempt fund — Int./Div.

Nuveen Municipal Tax Exempt fund — Dividend — Sold

Boyd County School District Bonds 3.25%-2028 — Interest

Fleming County School District Bonds 2%-2024 — Interest

Union, KY Fire Protection District Bonds 2.25%-2024 — Interest

Laurel County School District Bonds — Interest

Owensboro KY Series B Bonds 3%-2027 — Interest

KY interlocal School Transportation Bond 2.25%-2022 — Interest

Counselor, Louis D. Brandeis American Inn of Court

Liability — Navient, Wilkes-Barre, PA — Student Loans

Item VII.2. Carriage house is part of a common property that is and is otherwise exempt from disclosure. I am reporting this asset value as a

proportionate share of the value of the whole property, as we anticipate receiving income from renting the carriage house. The appraisal was done in 2019.

Item VII.3. Wells Fargo Bank IRA consists of shares of Standard & Poor Deposit Receipts, Israel Bonds, T-Bills, and money market funds.

Item VII.5. Wells Fargo Bank IRA consists of shares of Standard & Poor Deposit Receipts, Israel Bonds, and money market funds.