Debra C. Poplin

Suntrust (business checking) — None

ROTH IRA Ameriprise Financial

Growth Fund of America (AGTHX) — Int/Div — Sold (part)

Traditional IRA #1

BlackRock Strategic Income (BSIIX) — Int/Div

Columbia Balanced Fund (CBALX) — Int/Div — Sold (part)

MFS Total Return Bond (MRBIX) — Int/Div — Sold (part)

Prudential Short Term Corporate Bond (PIFZX) — Int/Div — Sold (part)

Columbia Strategic Income (LSIZX) — Int/Div — Buy

iShares MSCI EAFE (EFA) — Int/Div — Buy (add'l)

Vanguard Emerging Markets (VWO) — Int — Buy

Vanguard Mid Cap (VO) — Int/Div — Buy (add'l)

Vanguard total Stock Market (VIT) — Int/Div — Buy (add'l)

Traditional IRA #2

BlackRock Strategic Income (BSIIX) — Ine

Columbia Balanced Fund (CBALX) — Int/Div — Sold (part)

MFS Total Return Bond (MRBIX) — Int/Div — Sold (part)

Prudential Short Term Corporate Bond (PIFZX) — Int/Div — Sold (part)

Columbia Strategic Income (LSIZX) — Int/Div — Buy

iShares MSCI EAFE (EFA) — Int/Div — Buy (add'l)

Vanguard Emerging Markets (VWO) — Int/Div — Buy

Vanguard Mid Cap (VO) — Int/Div — Buy (add'l)

Vanguard total Stock Market (VT) — Int/Div — Buy (add'l)

At Fund 529 Plan Ameriprise Financial £1

Growth Fund of America (CGFAX) — Int/Div

Washington Mutual Invest 529 A (CWMAX) — Int/Div

AtFund 529 Plan Ameriprise Financial 42

Capital World Growth Income (CWIAX) — Int/Div

Agreement — 1997 — City of Knoxville Pension Fund; pension upon retirement age 62

Spouse's income — 2017 — Self-employed auto recondioning