Kimberly C. Priest Johnson

CHASE BANK (VARIOUS ACCOUNTS) — Interest

BBVA COMPASS (VARIOUS ACCOUNTS) — Interest

RENTAL PROPERTY. TIGERTOWN, TX (1/SINTEREST) — Rent

FISH & RICHARDSON, P.C. (CASH BALANCE) — Interest

A0HK)EL(H)

WELLS FARGO STABLE VALUE — Interest

TCW TOTAL RETURN BOND — Int/Div

CALAMOS GROWTH & INCOME — Int/Div

DODGE & COX STOCK — Int/Div

MAINSTAY LARGE CAP GROWTH — Int/Div

JPMORGAN MID CAP VALUE INSTL — Int/Div

ARTISAN MID CAP INSTL — Int/Div

BROWN CAPITAL MGMT SMALL CO INSTL — Int/Div

ALLIANZ NFJ SMALL CAP VALUE INSTL — Int/Div

HARBOR INTERNATIONAL INSTITUTIONAL — Int/Div

ARTISAN INTERNATIONAL INSTL — None

401K 22 (H)

WELLS FARGO STABLE VALUE — Interest

VANGUARD INFLATION-PROTECTED SECS — Int/Div

VANGUARD TOTAL BOND MARKET INDEX ADMIRAL — Int/Div

VANGUARD INSTITUTIONAL INDEX — Int/Div

VANGUARD MID CAP INDEX ADMIRAL — Int/Div

VANGUARD SMALL CAP INDEX ADMIRAL — Int/Div

VANGUARD TOTAL INTL STOCK INDEX ADMIRAL — Int/Div

40HK)IE3(H)

BNY MEL LD INTSTOCK INDR — None — Buy (add'l)

BNY MEL LD INTSTOCK INDR — Buy (add'l)

BNY MEL LD INTSTOCK INDR — Sold

BNY MEL DLSMCAPSTOCK INDR — None — Buy (add'l)

BNY MEL DLSMCAPSTOCK INDR — Buy (add'l)

BNY MEL DLSMCAPSTOCK INDR — Sold (part)

BNY MEL DLSMCAPSTOCK INDR — Sold

NLUVEEN MID CAP INDEX R3 — None — Sold (part)

NLUVEEN MID CAP INDEX R3 — Buy (add'l)

NLUVEEN MID CAP INDEX R3 — Sold

HIMCOVIT INDEX IBY)

MM S&P SOO INDEX RY — None — Sold (part)

MM S&P SOO INDEX RY — Sold

BNY MEL DL AGG BOND INDEX R — None — Buy (add'l)

BNY MEL DL AGG BOND INDEX R — Sold

IRA #1 (H)

RAYMOND JAMES BANK DEPOSIT PROGRAM — Interest — Open

AMG SOUTHERNSUN US. EQUITY FUND CLASS N/L (SSEIX) — None — Buy

BROWN ADVISORY GROWTH EQUITY FUND INVESTOR SHARES N/L (IAGX) — None — Buy

EUROPACIFIC GROWTH FUND CLASS F2. AMERICAN FUNDS NL (AEPFX) — None — Buy

JOHN HANCOCK DISCIPLINED VALUE FUND CLASS I NL JVLIXO — None — Buy

CLEARBRIDGE AGGRESSIVE GROWTH FUND CLASS IN/LISAGYX) — None — Buy

VICTORY INTEGRITY SMALL CAP VALUE FUND CLASS Y NL (VSVIXO — None — Buy

ISHARES TR CORE US AGGBD ET (AGG) — Int/Div — Buy

ISHARES TR CORE MSCI EAFE (IEFA) — None — Buy

VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW (VOO) — None — Buy

EDUCATION ACCOUNTS (H)

MARYLAND COLLEGE INVESTMENT PLAN PORTFOLIO 2021 — None — Sold (part)

MARYLAND COLLEGE INVESTMENT PLAN PORTFOLIO 2024 — None — Sold (part)

MARYLAND COLLEGE INVESTMENT PLAN PORTFOLIO 2027 — None — Sold (part)

BRIGHT START BLENDED AGE BASED 0-6 YEARS PORTFOLIO (YY)

BRIGHT START BLENDED AGE BASED T9 YEARS PORTFOLIO — None

WHOLE/UNIVERSAL LIFE INSURANCE POLICIES (H)

METLIFE FLEXIBLE PREMIUM VARIABLE LIFE — Interest

NORTHWESTERN MUTUAL LIFE — None

NORTHWESTERN MUTUAL VARIABLE LIFE INVESTMENT POLICY (H)

NORTHWESTERN MUTUAL US EQUITY LARGE CAP — Int/Div

NORTHWESTERN MUTUAL US EQUITY MID CAP — Int/Div

NORTHWESTERN MUTUAL US EQUITY SMALL CAP — Int/Div

NORTHWESTERN MUTUAL INT'L DEVELOPED MKTS — Int/Div

NORTHWESTERN MUTUAL REAL ESTATE SECURITIES — Int/Div

2016 Bench Bar Planning Committee, Eastern District of Texas Bar Association

Liability — Northwestern Mutual Life — msurance loan

Liability — Fish & Richardson, P.C. 401(k) — personal loan

Liability — FACTS Management Co, — twiton loan

Liability — American Bank of Texas, First United Bank — personal loan

Liability — Bank of America — credit card

Liability — Chase — credit card

Liability — Cit Master Card — credit card

Income — 2016 — SMU Dedman School of Law — S2.000.00

Income — 2016 — Self-emploved (attomey) — $213,962.00

Spouse's income — 2016 — Fish & Richardson P.C. (salary)

Part VII, lines 26, 29, 33, 37, 39, 56-58, and &), Columns B{1) and B(2): These holdings report only unit value -- no reportable income.

Part VII, lines 62 and 63: These policies do not have individual underlying imvestments,