Juliet E Griffin

TD AMERITRADE MAIN ACCOUNT

Cash — Interest

REAL ESTATE INVETMENT

Rental Property No. 1 Davidson County, TN — Rent

TD AMERITRADE IRA *

Money Market — Interest

TD AMERITRADE ROTH IRA *

Money Market — Interest

TD AMERITRADE IRA

Money Market — Interest

TD AMERITRADE ROTH IRA

Money Market — Interest

IRA INNOVATIONS (IRA Administrator for Self Directed IRAs)

Traditional IRA

Money Market (Note 1) — None

Loan to Astercor Group, LLC — None — Buy — Group, LLC

Loan to Astercor Group, LLC — None — Matured — Group, LLC

Loan to Freedom Properties LLC — None — Buy — Properties. LLC

Loan to Freedom Properties, LLC — None — Buy (add'l) — Properties. LLC

Loan to Freedom Properties, LLC — None — Matured — Properties. LLC

Loan to Freedom Properties, LLC — None — Buy — Properties. LLC

Loan to Freedom Properties, LLC — None — Buy — Priopertics, ec

Loan to Charlie Three, LLC — None — Buy — Three, LLC

IRA INNOVATIONS (IRA Administrator for Self Directed IRAs) — None

Traditional IRA pg — None

Money Market (Note 2) — None

Loan to Honey Bee Partners, LLC — None — Buy — Bee Partners, LLC

Loan to Honey Bee Partners, LLC — None — Matured — Bee Partners, LLC

Loan to Charlie Three, LLC — None — Buy — Three. LLC

IRA INNOVATIONS (IRA Administrator for Self Directed Roth IRA)

Roth IRA — None

Money Market — None — Open

Money Market (Note 1) — None — Buy (add'l)

Loan to Freedom Properties, LLC — None — Buy — Properties, LLC

S10.

IRA INNOVATIONS (IRA Adminstrator for Self Directed Roth IRA's)

RothIRA*

Money Market — None — Open

Money Market (Note 1) — None — Buy (add'l)

Loan wo Freedom Properties, LLC — None — Buy — Properties, LLC

Equity Trust (IRA Administrator for Self Directed IRA)

Traditional IRA pm — None — Open

Business Loan to Chad Harvey (Note 2) — None — Open — Harvey

Business Loan to Chad Harvey — None — Matured — Harvey

Business Loan to Freedom Properties, LLC (Note 3) — None — Open — Properties, LLC

Business Loan to Freedom Properties, LLC — None — Buy (add'l) — Same

Business Loan to Freedom Properties, LLC — None — Buy (add'l) — same

Business Loan to Freedom Properties, LLC — None — Buy (add'l) — same

Business Loan to Freedom Properties, LLC — None — Buy (add'l) — same

Business Loan to Freedom Properties, LLC — None — Matured — Properties, LLC

Business Loan to Freedom Properties, LLC (Note 4) — None — Open — Properties, LLC

Business Loan to Freedom Properties, LLC — None — Matured — Properties, LLC

Liability — Capital Bank (formerly GreenBank, formerly Cumberland Bank) — Mortgage on Rental Property

Liability — MasterCard — Credit Card

Liability — Visa — Credit Card

Liability — Renovate Credit Card (From Sprintz Furniture) — Credit Card

Spouse's income — 2014 — Self Emploved Investor

Note 1: Additional Funds Transferred from Traditional IRA to Roth IRA.

Note 2: This was a business loan in JIN business at the end of 2013 and is unclear if it needed to be reported. However,

ut of caution it was included here.

Note 3. This was u business loan in JIN business at the end of 2013 and is unclear if it needed to be reported. However,

out of caution it was included here.

Note 4. This was a businees loand in JEN business in 2014. It is unclear if it needed to be reported. However, out of caution

it was included here,