Barbara D. Holmes

U.S. Savings Bond — Interest

Mass Mutual Enhanced Whole Life Policy — Int/Div

Regions Money Market — Interest

US Community Credit Union Various Cash Account — Interest

Pershing LLC IRA (Cash) — Interest

iShares TR Core S&P Small Cap ETF — Int/Div — Buy

Furst Trust Large Cap Growth Alphadex FD — Int/Div — Buy

iShares Real Estate Fund — Int/Div

Vanguard Real Estate Fund ETF — Int/Div

Vanguard World Energy Fund ETF — Int/Div

iShares Core Aggregate Bond Fund ETF — Int/Div

iShares US Investment Grade Bond Fund FTF — Int/Div

iShares Core High Dividend Fund — Int/Div

Vanguard Intemational Equity Emerging Markets ETF — Int/Div

Vanguard Index Growth ETF — Int/Div

Vanguard Index Value ETF — Int/Div

Nationwide Vanable Anniuty (H)

Fidelity VIP Free 2010 Mutual Fund — Int/Div

NW Cardinal Managed Growth Mutual Fund — Int/Div

NW Indvest Managed Growth Mutual Fund — Int/Div

NW Indvest Managed Growth Inc 11 Mutual Fund — Int/Div

Trustee, Nashville Bar Foundation

Executor, Family Estate #

Liability — Chase Bank — Credit Card

Reimbursement — Nashville Bar Association — 0204201 7-0206201° — Miami, FL — ABA Mid-Winter Mecting — Transportation, Lodging, Meals and Incidentals

Spouse's income — 2017 — Metropolitan Nashville Davidson County - Salary

Spouse's income — 2007 — Powers Management - Salary

In Part I, | listed being an Executor to Family Estate #1. The family estate was not established by anyone in my household. In addition, there is no one in my

household who receives any interest or income from the estate.

Please note that position Vanguard World Encegy Fund has not changed. 1 left out the word "World" in the 2017 report. My apologies and 1 have added the word

"World" to the 2017 report. In addition, please note that the position ticker (VDE) has not changed but with different custodians and websites is known as both

Vanguard World Energy Fund and Vanguard Energy Fund.

Please note that position Vanguard World Energy Fund (VDE) is known as both Vangauard World Energy Fund and Vanguard Energy Fund, depending on the

custodian reporting software and websites. Please note that this asset was listed twice in section VII {lines 7 & 12) on the 2016 report due to the purcashe of

additional shares of VDE during that reporting period {Line 7), which was in addition to my existing position in VDE as reflected in Line 12 of Section VII; they

are the same asset position with the ticker symbol VDE, although the interchangeable long description was used for the two line, which inadvertently caused

confusion. This sume asset was reflected on the original 2017 report in section VII (line10) as Vanguard Energy Fund, which has now been amended with the

Sasesiption of Vanguard World Energy Fund, with my apologies for the additional confusion. All of this reporting is for the same asset wit the ticker symbol