Sarah Evans Barker

Indianapolis Post Office Credit Union, Account — Interest

JP Morgan Chase Bank, Account — Interest

BlackRock Global Allocation Fund (Mutual Fund, IRA #1) — Int/Div — Part VII note

Bank of America, NA RASP (IRA #1, cash equivalent) — Interest — Sold (part)

JP Morgan Chase Bank, Account — Interest

Hartford Whole Life — None

Ivy Natural Resources A (Mutual Fund, IRA #2) — None — Part VII note 2

Ivy International Core Equity A (Mutual Fund, IRA #2) — Int/Div

Ivy Core Equity A (Mutual Fund, IRA #2) — Int/Div — Part VII note 3

Waddell & Reed Advisors Science & Technology A (Mutual Fund, IRA #2) — Int/Div

Waddell & Reed Advisors High Income A (Mutual Fund, IRA #2) — Int/Div

Ivy Advantus Real Estate Securities A (Mutual Fund, IRA #2) — Int/Div — Part VII note 4

Waddell & Reed Advisors Small Cap A (Mutual Fund, IRA #2) — Int/Div

Waddell&Reed Advisors Wilshire Global Allocation A (Mut. Fund. IRA #2) — Int/Div — Sold (part) — Part VII note §

Waddell & Reed Advisors New Concepts A (Mutual Fund, IRA #2) — Int/Div

Ivy Limited-Term Bond A (Mutual Fund, IRA #2) — Int/Div

Amencan Balanced Fund CL A (Mutual Fund, IRA #1) — Int/Div

BlackRock Low Duration Bond Fund CL A (Mutual Fund, IRA #1) — Int/Div

BlackRock Advantage Large Cap Core Fund CL A (Mutual Fund, IRA #1) — Int/Div — Part VII note 6

Franklin Investors Securities Trust Balanced Fund (FBMCX ¥Mutual Fund) — Int/Div — Part VII note 7

Waddell & Reed Advisors Accumulative A (Mutual Fund) — Int/Div

Waddell & Reed Advisors Cash Management A (Mutual Fund) — Int/Div

BlackRock Global Allocation Fund (MDLOX) (Mutual Fund) — Int/Div

Waddell & Reed Advisors Small Cap A (Mutual Fund) — Int/Div

Ivy Tax-Managed Equity A (Mutual Fund) — Int/Div — Part VII note 8

Ivy LaSalle Global Real Estate A (Mutual Fund) — Int/Div

Ivy Managed International Opportunities A (Mutual Fund) — Int/Div

Ivy Limited-Term Bond A (Mutual Fund) — Int/Div

Waddell & Reed Advisors Vanguard A (Mutual Fund) — Int/Div

Ivy Core Equity A (Mutual Fund) — Int/Div — Buy — Part VII note 9

Ivy Balanced A (Mutual Fund) — Int/Div — Buy

Ivy Dividend Opportunities A (Mutual Fund. IRA #3) — Int/Div

Ivy Science & Technology A (Mutual Fund, IRA #3) — Int/Div

Ivy LaSalle Global Real Estate A (Mutual Fund, IRA #3) — Int/Div

Ivy International Core Equity A (Mutual Fund, IRA #3) — Int/Div — Sold

Ivy Emergmg Markets Equity A (Mutual Fund, IRA #3) — Int/Div

Ivy Balanced A (Mutual Fund, IRA #3) — Int/Div

American Balanced Fund CL A (Mutual Fund) — Int/Div

BlackRock Large Cap Focus Growth Fund A (MDLHX) (Mutual Fund, IRA #1) — Int/Div — Sold (part) — Purt VII notes 10&11

BlackRock Strategic Income Opps PTF A (BASIX) (Mutual Fund, IRA #1) — Int/Div

BlackRock Capital Appreciation Fund A (MDFGX) (Mutual Fund, IRA#1)Y — Int/Div

BlackRock Advantage Global Fund Inc. A (IMDGCX) (Mutual Fund. IRA#1) — Int/Div — Part VII note 12

BlackRock Basic Value Fund A (MDBAX) (Mutual Fund, IRA #1) — Int/Div

BlackRock Total Return Fund CL A (MDHOX) (Mutual Fund, IRA #1) — Int/Div

BlackRock Emerging Markets Fund A (MDDCX) (Mutual Fund. TRA #1) — Int/Div

BlackRock Equity Dividend Fund A (MDDVX) (Mutual Fund, IRA #1) — Int/Div

BlackRock International Fund A (MDILX) (Mutual Fund, IRA #1) — Int/Div

BlackRock High Y1d BD Portfolio CL A (BHY AX) (Mutual Fund. IRA #1) — Int/Div

BlackRock Large Cap Focus Growth Fund A (MDLHX) (Mutual Fund) — Int/Div — Buy

Member, Executive Board, 986-present, The Gathering

Member, 1996-present, Indiana University Distinguished Alumni Service Assocation

Officio Director/Officer, 2001 -present, Federal Judges Association

Drector, 2010-2017, Spencer Wilhams Foundation

Commissioner, Indiana Bicentennial Commission, 2011-2017, State of Indiana, Office of the Lt. Governor

Advisory Member, Community Advisory Board, 2015-2016, Indiana University Grand Challenges Program

Advisory Member, Faith and Action Proxct, 2017, Chnstian Theological Seminary

Reimbursement — Federal Judges Association — May 24-25, 2017 — Washington, D.C — Annual Board Meeting — Transportation, accommodations, meals

Spouse's income — 2017 — Indiana University Health, Inc

any fund fees. Accordingly, we have reported the line 39 outgoing transfer as a "distribution," but since there is no corresponding computerized category to reflect

accurately the receiving side of the transfer, we have described the transfer ito the non-IRA account at line 49 as a “Buy.”

Note #11--Name Change:

This asset was formerly numed "BlackRock Large Cup Growth Fund A." which is how it was designated on the 2016 Financial Disclosure Report.

Note #12--Name Change:

This asset was formerly named "BlackRock Global Small Cap Fund A," which is how it was designated on the 2016 Financial Disclosure Report.