Jill Niederhauser Parrish

Interest in Rock Springs Apartment Investors, LLC (Rock Springs, WY) — Rent

Interest in Mill Pond Partners, LLC Cell Tower (Lehi, UT) — Rent

Interest in Casper Apartment Partners, LLC (Casper, WY) — Rent

Rental Townhouse, SBP Invest. LLC (Garden City, UT) — Rent

Rental Townhouse, SBP Invest. LLC (Woods Cross, UT) — Rent

SBP Investments II, LLC (Bakery Franchise, Riverdale, UT) — Distribution

Altabank Checking Account (SBP Investments LLC) — None

American Beacon Small Cap Value Fund — None — Sold

American Funds Washington Mutual R6 — Dividend — Sold

Chase Bank Cash Accounts — Interest

Dodge & Cox Stock — None — Sold

Harbor Capital Appreciation Fund — Dividend

Invesco Stable Value Fund — Interest — Buy (add'l)

Invesco Stable Value Fund — None — Sold (part)

Janus Henderson Triton N Fund — None — Sold

JP Morgan Core Bond R6 — Dividend

JP Morgan Large Cap Growth R6 Fund — None — Sold

JP Morgan Large Cap Growth R6 Fund — Dividend — Buy

Lincoln Financial Group Fixed Annuity — Interest

MainStay Large Cap Growth I Fund — None — Sold

MFS Value Fund — Dividend

Nationwide Flexible Premium Variable Life Policy (Money Market Fund) — Interest

Oppenheimer Developing Markets Y Fund (Invesco) — None — Sold

PGIM Total Return Bond R6 — Interest

PIREX - Principal Real Estate Securities Inst — Dividend — Sold

Utah Retirement System Target 2025 Fund — None — Sold (part)

Vanguard Institutional Index Fund — Dividend

Wasatch Funds Small Cap Growth Mutual Fund — Distribution — Buy (add'l)

Zions Bank Cash Accounts — Interest

Vanguard Target Retirement 2015 Inv — Dividend — Buy

Utah Retirement System Income Fund — None — Buy

Utah Retirement System Bond Fund — None — Buy

Utah Retirement System Target Retired Fund — None — Buy

Wasatch Funds Micro Cap Fund — Distribution — Buy

Wasatch Funds Core Growth Fund — Distribution — Buy

Discover Savings Bank Cash Account — Interest — Open

American Express Bank Cash Account — Interest — Open

Capital One Bank 360 Performance Savings Cash Account — Interest — Open

Interest in Rental Building held in SBP Rockwell, LLC (Herriman, UT) — Rent — Buy — Kim Rindlisbacher

Development Payback Agreements w/ Spanish Fork City (Spanish Fork, UT) — Distribution — Buy — Kim Rindlisbacher

Interest in raw land held in SBP Forbush, LLC (Spanish Fork, UT) — None — Buy — MDSK Forbush Inv. Trust

Interest in Rock Springs Apartment Investors, LLC (Rock Springs, WY) — Rent

Interest in Mill Pond Partners, LLC Cell Tower (Lehi, UT) — Rent

Interest in Casper Apartment Partners, LLC (Casper, WY) — Rent

Rental Townhouse, SBP Invest. LLC (Garden City, UT) — Rent

Rental Townhouse, SBP Invest. LLC (Woods Cross, UT) — Rent

SBP Investments II, LLC (Bakery Franchise, Riverdale, UT) — Distribution

Altabank Checking Account (SBP Investments LLC) — None

American Beacon Small Cap Value Fund — None — Sold

American Funds Washington Mutual R6 — Dividend — Sold

Chase Bank Cash Accounts — Interest

Dodge & Cox Stock — None — Sold

Harbor Capital Appreciation Fund — Dividend

Invesco Stable Value Fund — Interest — Buy (add'l)

Invesco Stable Value Fund — None — Sold (part)

Janus Henderson Triton N Fund — None — Sold

JP Morgan Core Bond R6 — Dividend

JP Morgan Large Cap Growth R6 Fund — None — Sold

JP Morgan Large Cap Growth R6 Fund — Dividend — Buy

Lincoln Financial Group Fixed Annuity — Interest

MainStay Large Cap Growth I Fund — None — Sold

MFS Value Fund — Dividend

Nationwide Flexible Premium Variable Life Policy (Money Market Fund) — Interest

Oppenheimer Developing Markets Y Fund (Invesco) — None — Sold

PGIM Total Return Bond R6 — Interest

PIREX - Principal Real Estate Securities Inst — Dividend — Sold

Utah Retirement System Target 2025 Fund — None — Sold (part)

Vanguard Institutional Index Fund — Dividend

Wasatch Funds Small Cap Growth Mutual Fund — Distribution — Buy (add'l)

Zions Bank Cash Accounts — Interest

Vanguard Target Retirement 2015 Inv — Dividend — Buy

Utah Retirement System Income Fund — None — Buy

Utah Retirement System Bond Fund — None — Buy

Utah Retirement System Target Retired Fund — None — Buy

Wasatch Funds Micro Cap Fund — Distribution — Buy

Wasatch Funds Core Growth Fund — Distribution — Buy

Discover Savings Bank Cash Account — Interest — Open

American Express Bank Cash Account — Interest — Open

Capital One Bank 360 Performance Savings Cash Account — Interest — Open

Interest in Rental Building held in SBP Rockwell, LLC (Herriman, UT) — Rent — Buy — Kim Rindlisbacher

Development Payback Agreements w/ Spanish Fork City (Spanish Fork, UT) — Distribution — Buy — Kim Rindlisbacher

Interest in raw land held in SBP Forbush, LLC (Spanish Fork, UT) — None — Buy — MDSK Forbush Inv. Trust

Interest in Rock Springs Apartment Investors, LLC (Rock Springs, WY) — Rent

Interest in Mill Pond Partners, LLC Cell Tower (Lehi, UT) — Rent

Interest in Casper Apartment Partners, LLC (Casper, WY) — Rent

Rental Townhouse, SBP Invest. LLC (Garden City, UT) — Rent

Rental Townhouse, SBP Invest. LLC (Woods Cross, UT) — Rent

SBP Investments II, LLC (Bakery Franchise, Riverdale, UT) — Distribution

Altabank Checking Account (SBP Investments LLC) — None

American Beacon Small Cap Value Fund — None — Sold

American Funds Washington Mutual R6 — Dividend — Sold

Chase Bank Cash Accounts — Interest

Dodge & Cox Stock — None — Sold

Harbor Capital Appreciation Fund — Dividend

Invesco Stable Value Fund — Interest — Buy (add'l)

Invesco Stable Value Fund — None — Sold (part)

Janus Henderson Triton N Fund — None — Sold

JP Morgan Core Bond R6 — Dividend

JP Morgan Large Cap Growth R6 Fund — None — Sold

JP Morgan Large Cap Growth R6 Fund — Dividend — Buy

Lincoln Financial Group Fixed Annuity — Interest

MainStay Large Cap Growth I Fund — None — Sold

MFS Value Fund — Dividend

Nationwide Flexible Premium Variable Life Policy (Money Market Fund) — Interest

Oppenheimer Developing Markets Y Fund (Invesco) — None — Sold

PGIM Total Return Bond R6 — Interest

PIREX - Principal Real Estate Securities Inst — Dividend — Sold

Utah Retirement System Target 2025 Fund — None — Sold (part)

Vanguard Institutional Index Fund — Dividend

Wasatch Funds Small Cap Growth Mutual Fund — Distribution — Buy (add'l)

Zions Bank Cash Accounts — Interest

Vanguard Target Retirement 2015 Inv — Dividend — Buy

Utah Retirement System Income Fund — None — Buy

Utah Retirement System Bond Fund — None — Buy

Utah Retirement System Target Retired Fund — None — Buy

Wasatch Funds Micro Cap Fund — Distribution — Buy

Wasatch Funds Core Growth Fund — Distribution — Buy

Discover Savings Bank Cash Account — Interest — Open

American Express Bank Cash Account — Interest — Open

Capital One Bank 360 Performance Savings Cash Account — Interest — Open

Interest in Rental Building held in SBP Rockwell, LLC (Herriman, UT) — Rent — Buy — Kim Rindlisbacher

Development Payback Agreements w/ Spanish Fork City (Spanish Fork, UT) — Distribution — Buy — Kim Rindlisbacher

Interest in raw land held in SBP Forbush, LLC (Spanish Fork, UT) — None — Buy — MDSK Forbush Inv. Trust

Liability — AltaBank (formerly known as Bank of American Fork) — Mortgages on Rental Properties owned by SBP Investments LLC (Part VII, Lines 4 and 5)

Liability — MDSK Forbush Investment Trust — Mortgage on raw land owned by SBP Forbush, LLC (Part VII, Line 41)

Liability — AltaBank (formerly known as Bank of American Fork) — Mortgages on Rental Properties owned by SBP Investments LLC (Part VII, Lines 4 and 5)

Liability — MDSK Forbush Investment Trust — Mortgage on raw land owned by SBP Forbush, LLC (Part VII, Line 41)

Liability — AltaBank (formerly known as Bank of American Fork) — Mortgages on Rental Properties owned by SBP Investments LLC (Part VII, Lines 4 and 5)

Liability — MDSK Forbush Investment Trust — Mortgage on raw land owned by SBP Forbush, LLC (Part VII, Line 41)

Spouse's income — 2020 — Professional Corporation (Self-employed Attorney)

Spouse's income — 2020 — SBP Investments II, LLC (Income from actively managing franchise business)

Spouse's income — 10/12/2020 — (Scenic Development) Assets transferred pursuant to Settlement Agreement releasing claims for unpaid compensation for legal work

Spouse's income — 2020 — Professional Corporation (Self-employed Attorney)

Spouse's income — 2020 — SBP Investments II, LLC (Income from actively managing franchise business)

Spouse's income — 10/12/2020 — (Scenic Development) Assets transferred pursuant to Settlement Agreement releasing claims for unpaid compensation for legal work

Spouse's income — 2020 — Professional Corporation (Self-employed Attorney)

Spouse's income — 2020 — SBP Investments II, LLC (Income from actively managing franchise business)

Spouse's income — 10/12/2020 — (Scenic Development) Assets transferred pursuant to Settlement Agreement releasing claims for unpaid compensation for legal work

Parts III-B (Spouse's Non-Investment Income) and VII (Investments and Trusts):

Part VII, Line 6 and Part III-B, Line 2: My spouse created SBP Investments II, LLC, a limited liability company, for the purpose of opening and operating a bakery

franchise. My spouse is the sole member and manager of the LLC. My spouse actively manages the franchise and drew a salary, which is reflected on line 2 of

Part III.B. He received distributions in addition to his salary, which are reflected on line 6 of Part VII.

Part III-B, Line 3 and Part VII, Lines 39 and 40: My spouse acquired the assets listed on Part VII, lines 39 and 40, through a Settlement Agreement with a former

client, , dba Scenic Development and its affiliated entities. Consideration provided to for these assets, as reflected in columns

D(3), included a cash payment from my spouse and a release of claims for previously earned but unpaid compensation for legal services my spouse had provided.

Because the consideration provided by my spouse for the settlement with included a release of claims for unpaid compensation, it also has been

listed on line 3 of Part III.B.