William T. Thurman

Savings, checking Accuts

Mountain America Credit Union — Interest

Zions First National Bank checking and savings — Interest

Broker #1 Account

Eaton Vance Tx Mngd Value C Fund — Int/Div

New England Life (funds held for filer as cash values)

BlackRock Bnd Inc. Prt fund — Int/Div

BR Money Market Fund — Int/Div — Sold

BR Ultra Short Term Bond — Int/Div — Buy

MetLife Stock Index Fund — Int/Div

MFS Value Portfoho Fund — Int/Div

L/S Small Cap Fund — Int/Div

Baillie Intnl Stock fund — Int/Div

MUWellCoEquityOpp fund. See Part VII — Int/Div

Jenison Growth Fund — Int/Div

IRA (Same Broker as 21)See Part VII

DA Davidson Money Market Fund — Int/Div

Davis NY Venture Value Cl C Fund. — Int/Div — Sold

Franklin Rising Dividends C1 C Fund — Int/Div — Sold

Thomburg Inv. Inc Builder Class C Fund — Int/Div — Sold

Capital Inc. Builder Class C fund — Int/Div — Sold

Growth Fund of Am C1 C Fund — Int/Div — Sold

401({K) Broker 24 Account.

American Century One Choice 2020 Inst Fund — Int/Div — Redeemed

American Cenury Retirement 2035 Trust n — Int/Div — Buy

Utah Educational Savings Plan, Age Based Gr: see Part VIII — Int/Div

Broker #3 Account

Fidelity Focused Stock Fund — Int/Div

Janus Balanced Fund C1 T — Int/Div

United Comm Bk Sr Nt 6% — Int/Div

Zions Bancorp. Mm. 3.6% note — Int/Div — Sold

Wells Fargo & Co Pref Shares WFCPRX — Int/Div — Buy

Wells Fargo & Co Pref shares WFCPRX — hy — Sold

Fidelity S00 Index Premium Class — Int/Div — Buy

Board of Trustees, Utah Bankruptcy Lawyers Forum

Reimbursement — a breakout session on bankruptcy

Reimbursement — DERE YT DE A a — with officers of the FIA and the MJA

Reimbursement — American Bankruptcy Institute — Jan. 20, 21 and 22, 2016 — Denver, Colorado — Speak at seminar — meals, lodging, travel expense and tuition waiver

Reimbursement — Norton Institute on Bankruptcy Law — Feb. 21 and 22, 2016 — Park City, Utah — Speak at seminar — meals, lodging and non waiver

Reimbursement — Nanonal Conference of Bankruptcy Judges — March 13, 14 and 15, 2006 — Fort Worth, Tx — Committee Chair, Mad year meeting — meals, lodging, travel expenses

Reimbursement — Federal Bar Associthion of Utah — May 13, 2016 — St. George, Utah — Speak at seminar — tuition, meals

Reimbursement — Dete Salada ade — rg BI A wT i Toa ain as chair of NCBJ lesiglative comm

Reimbursement — Federal Bar Association — October 12, 13, 14 and 15.2016 — Sun Valley, Ida — Participate at annual Tri. State Convention — meals, lodging, travel expenses

Reimbursement — National Conference of Bankruptcy Judges — October 25, 26, 27, 28 and 29, 2016 — San Francisco, Calif — Attend Annual Meeting; Committee Chair — meals, lodging, travel expense

Line 16 Part VII. Changed name from WMC Core Equity Fund

Line 19 Part VII. Filer's 50000 withdraws nominal amounts of $500 per month from these accounts. The broker liquidates so much of the accounts each moath

and deposits the cash into the money market account to make the distribution to filer's 00

Line 32 Part VIL. The full name of the fund is the Utah Educational Savings Plan. Age-Based Agressive Growth (529) Plan. Five separate funds are maintained

for I under the filer's IE names, Monthly contributions are made by the filer,