David Jason Hale

First Capital Bank Accounts — Interest

First Capital Bank Stock — Int/Div

Kentucky's Affordable Prepaid Tuition (529 Plan) — istnibution — Distnbuted

Fidelity Freedom K 2035 Fund — Int/Div

General Electric Co. Stock — Int/Div

UBS Dynamic Alpha Fund — Int/Div

UBS Global Allocation Fund — Int/Div

UBS Cash Accounts — Int/Div

401k) #1

American Funds Growth Fund of America — Int/Div

American Funds Washington Mut Investors Fund — Int/Div

Franklin Templeton Mutual Shares Fund — Int/Div

Nationwide Global Equity Fund — Int/Div

UBS Dynamic Alpha Fund — Int/Div

UBS Global Allocation Fund — Int/Div

UBS US Equity Opportunity Fund — Int/Div

UBS Cash accounts — Interest

Note - Loan from self-directed 401(k) — Interest

Agreement — 2008 — Reed Weitkamp Schell & Vice PLLC Master Retirement Trust, 401(k) retirement plan with former law firm, self- directed

Liability — Reed Weitkamp Schell & Vice Master ) Retirement Trust 401(k) — Loan from self-directed 401k). See note in Part VIII

Liability — American Express — Credit Card

Spouse's income — 2015 — Baptist Health - salary

401k) #1 is a self-directed retirement fund. 1 am solely responsible for the mvestment decisions of the fund. In 2013, 1 took a loan from 401(k) #1 and, pursuant

to a note, Tam repaying the loan over a five year period. The liability for the loan is listed in Part V1, line 1. Because the note is an asset of 401(k) #1, it is also

listed in Part VII, linie 20.