Kristine Gerhard Baker

Brokerage Acct. #1

Am. Funds Int'l Growth & Income Fund — Int/Div — Buy (add'l)

Am. Funds Int'l Growth & Income Fund — Buy (add'l)

Am. Funds Int'l Growth & Income Fund — Buy (add'l)

Am. Funds Int'l Growth & Income Fund — Buy (add'l)

Am. Funds Europac. Fund — Int/Div — Buy (add'l)

Am. Funds Europac. Fund — Buy (add'l)

Am. Funds Growth Fund of Am. — Int/Div — Buy (add'l)

Am. Funds Growth Fund of Am. — Buy (add'l)

Am. Funds Growth Fund of Am. — Buy (add'l)

Am. Funds Growth Fund of Am. — Buy (add'l)

Am. Funds Growth Fund of Am. — Buy (add'l)

Am. Funds Growth Fund of Am. — Buy (add'l)

Am. Funds Growth Fund of Am. — Buy (add'l)

Am. Funds Growth Fund of Am. — Buy (add'l)

Am. Funds New World Fund — Int/Div — Buy (add'l)

Am. Funds Smallcap Wrld. Fund — Int/Div — Buy (add'l)

Am. Funds Washmgton Mut. Fund — Int/Div — Buy (add'l)

Am. Funds Washmgton Mut. Fund — Buy (add'l)

Am. Funds Washmgton Mut. Fund — Buy (add'l)

Am. Funds Washmgton Mut. Fund — Buy (add'l)

Am. Funds Global Balanced Fund — Int/Div — Buy (add'l)

Am. Funds Global Balanced Fund — Buy (add'l)

Am. Funds Global Balanced Fund — Buy (add'l)

Am. Funds Global Balanced Fund — Buy (add'l)

Brokerage Acct. #2

Am. Funds Int'l. Growth & Income Fund na — Int/Div — Buy (add'l)

Am. Funds Int'l. Growth & Income Fund na — Sold (part)

Am. Funds Int'l. Growth & Income Fund na — Distnbuted

Am. Funds Europac. Fund (Y) — None — Sold (part)

Am. Funds Europac. Fund (Y) — Distnbuted

Am. Funds Growth Fund of Am. (Y) — None — Sold (part)

Am. Funds Growth Fund of Am. (Y) — Distnbuted

Am. Funds Smallcap Wrld. Fund (Y) — None — Sold (part)

Am. Funds Smallcap Wrld. Fund (Y) — Distnbuted

Am. Funds Washmgton Mut. Fund (Y) — Int/Div — Buy (add'l)

Am. Funds Washmgton Mut. Fund (Y) — Sold (part)

Am. Funds Washmgton Mut. Fund (Y) — Distnbuted

Brokerage Acct, 43.

Fed Ex Corp (Y)

Am. Funds Fundamental Investors Fund — Int/Div — Buy (add'l)

Am. Funds Growth Fund of Am. — Int/Div — Buy (add'l)

Am. Funds Int'l. Growth & Income Fund — Int/Div — Buy (add'l)

Invesco Constellation Fund — Int/Div — Buy (add'l)

Am. Funds Europace. Fund — Int/Div — Buy (add'l)

Brokerage Acct, #4.

Am. Funds Int'l. Growth & Income Fund Y) — None — Distnbuted

Am. Funds Europac. Fund (Y) — None — Distributed

Am. Funds Fundamental Investors Fund (Y) — None — Distnibuted

Am. Funds Growth Fund of Am. (Y) — None — Distnbuted

Am. Funds Global Balanced Fund (Y) — None — Distnbuted

Brokerage Acct. #5.

Am. Funds Global Balanced Fund — Int/Div — Buy (add'l)

Am. Funds Global Balanced Fund — Buy (add'l)

Am. Funds Europace. Fund — Int/Div — Buy (add'l)

Am. Funds Europace. Fund — Sold (part)

Am. Funds Europace. Fund — Buy (add'l)

Brokerage Acct. #6

Am. Funds Global Balanced Fund — Int/Div — Buy (add'l)

Am. Funds Global Balanced Fund — Buy (add'l)

Am. Funds Europac. Fund — Int/Div — Buy (add'l)

Am. Funds Europac. Fund — Sold (part)

Am. Funds Europac. Fund — Buy (add'l)

Brokerage Acct. 47

Vanguard Age-Based Aggressive Growth Ww) — None — Buy (add'l)

Vanguard Age-Based Aggressive Growth Ww) — Sold

Brokerage Acct. 4%.

Am. Funds Int'l Growth & Income Fund (Y)

Am. Funds Capital World & Income Fund {y)

Am. Funds Europace. Fund (Y)

Am. Funds Growth Fund of Am. (Y)

Am. Funds New World Fund (Y)

Am. Funds Smallcap Wrld. Fund (Y)

Am. Funds Washington Mut. Fund (Y)

Am. Funds Global Balanced Fund (Y)

American Funds 2024 Fund — Int/Div — Buy (add'l)

American Funds 2024 Fund — Buy (add'l)

American Funds 2024 Fund — Buy (add'l)

American Funds 2024 Fund — Buy (add'l)

American Funds 2024 Fund — Buy (add'l)

American Funds 2024 Fund — Sold (part)

American Funds 2024 Fund — Buy (add'l)

Brokerage Acct. #9.

Vanguard Age-Based Aggressive Growth — None — Buy (add'l)

Vanguard Age-Based Aggressive Growth — Buy (add'l)

Vanguard Age-Based Aggressive Growth — Buy (add'l)

Vanguard Age-Based Aggressive Growth — Buy (add'l)

Brokerage Acct. £10

Am. Funds Growth Fund of Am. (Y) — None

Am. Funds New World Fund (Y) — None

Am. Funds Capital World Growth & Income na — None

American Funds 2024 Fund — Int/Div — Buy (add'l)

American Funds 2024 Fund — Buy (add'l)

American Funds 2024 Fund — Buy (add'l)

American Funds 2024 Fund — Buy (add'l)

American Funds 2024 Fund — Sold (part)

American Funds 2024 Fund — Buy (add'l)

Centennial Bank {ckg. acct.) — Interest

Delta Trust & Bank (ckg. acct.) — Interest

Iberia Bank (svgs, acct.) — Interest

Membership interest in Arbor Enterprises, LLC:

Delta Bank & Trust — Interest

Am. Funds Int'l. Growth & Income Fund** — Int/Div — Buy (add'l)

Am. Funds Int'l. Growth & Income Fund** — Buy (add'l)

Am. Funds Int'l. Growth & Income Fund** — Buy (add'l)

Am. Funds Int'l. Growth & Income Fund** — Buy (add'l)

Am. Funds Capital World Fund** (Y) — Int/Div — Buy (add'l)

Am. Funds Capital World Fund** (Y) — Buy (add'l)

Am. Funds Capital World Fund** (Y) — Sold

Am. Funds Europace. Fund** (Y) — Int/Div — Sold

Am. Funds Growth Fund of Am. ** — Int/Div — Buy (add'l)

Am. Funds Growth Fund of Am. ** — Buy (add'l)

Am. Funds New World Fund** — Int/Div — Sold (part)

Am. Funds New World Fund** — Buy (add'l)

Am. Funds Smallcap Wrld. Fund** — Int/Div — Sold (part)

Am. Funds Smallcap Wrld. Fund** — Buy (add'l)

Am. Funds Washington Mut. Fund** — Int/Div — Buy (add'l)

Am. Funds Washington Mut. Fund** — Buy (add'l)

Am. Funds Washington Mut. Fund** — Buy (add'l)

Am. Funds Washington Mut. Fund** — Buy (add'l)

Munder Growth Opportunities Fund ** (Y) — None

Windstream Corp.* (Y) — None

Am. Funds Fundamental Investors Fund® — Int/Div — Sold (part)

Am. Funds Growth Fund of Am.* — Int/Div — Sold (part)

Am. Funds Growth Fund of Am.* — Buy (add'l)

American Beacon Stephens Mid Cap Growth Fund* — Int/Div — Sold (part)

American Beacon Stephens Mid Cap Growth Fund* — Buy (add'l)

American Beacon Stephens Small Cap Growth Fund* — Int/Div — Sold (part)

American Beacon Stephens Small Cap Growth Fund* — Buy (add'l)

Am. Funds Europac. Fund* — Int/Div — Buy (add'l)

Membership interest in Wasserliebend, LLC:

Developed parce in [—_IN [] — None

Undeveloped parcel IEE Hk. — None

SnCeveloped parce! I——__—_-_ [ — None

Linkeselopec pred: I—_II—INGINN_—_N— [] — None

Simmons First National Bank (ckg. acct.) — None

Membership interest in Quattlebaum. Grooms. Tull & Burrow (Y) — None

Membership interest in Mitchell Williams — Int/Div

New York Life: whole life policy — Int/Div

New York Life: whole life policy 2 — Int/Div

Membership micrest in SRN I — Rent — Buy

Brokerage Acct. #11: (X)

Am. Funds Global Balanced Fund (X) — Int/Div — Open

Am. Funds Global Balanced Fund (X) — Buy (add'l)

Am. Funds Global Balanced Fund (X) — Buy (add'l)

Am. Funds Global Balanced Fund (X) — Buy (add'l)

Am. Funds Global Balanced Fund (X) — Buy (add'l)

Am. Funds Europac. Fund (X) — Int/Div — Open

Am. Funds Europac. Fund (X) — Open

Am. Funds Europac. Fund (X) — Buy (add'l)

Am. Funds Fundamental Investors Fund (X) — Int/Div — Open

Am. Funds Fundamental Investors Fund (X) — Buy (add'l)

Am. Funds Fundamental Investors Fund (X) — Buy (add'l)

Am. Funds Fundamental Investors Fund (X) — Buy (add'l)

Am. Funds Fundamental Investors Fund (X) — Buy (add'l)

Am. Funds Growth Fund of Am. (X) — Int/Div — Open

Am. Funds Growth Fund of Am. (X) — Open

Am. Funds Growth Fund of Am. (X) — Buy (add'l)

Am. Funds Int'l Growth & Income Fund (X) — Int/Div — Open

Am. Funds Int'l Growth & Income Fund (X) — Buy (add'l)

Am. Funds Int'l Growth & Income Fund (X) — Open

Am. Funds Int'l Growth & Income Fund (X) — Buy (add'l)

Am. Funds Int'l Growth & Income Fund (X) — Buy (add'l)

Am. Funds Int'l Growth & Income Fund (X) — Buy (add'l)

Am. Funds Smallcap Wrld. Fund (X) — Int/Div — Open

Am. Funds Smallcap Wrld. Fund (X) — Buy (add'l)

Am. Funds Washington Mutual Fund (X) — Int/Div — Open

Am. Funds Washington Mutual Fund (X) — Buy (add'l)

Am. Funds Washington Mutual Fund (X) — Buy (add'l)

Am. Funds Washington Mutual Fund (X) — Buy (add'l)

Brokerage Acct, #12: (X)

Am. Funds Int'l. Growth & Income Fund 1X) — Int/Div — Open

Am. Funds Int'l. Growth & Income Fund 1X) — Buy (add'l)

Am. Funds Int'l. Growth & Income Fund 1X) — Buy (add'l)

Am. Funds Int'l. Growth & Income Fund 1X) — Buy (add'l)

Am. Funds Europace. Fund (X) — Int/Div — Open

Am. Funds Europace. Fund (X) — Buy (add'l)

Am. Funds Growth Fund of Am. (X) — Int/Div — Open

Am. Funds Growth Fund of Am. (X) — Buy (add'l)

Am. Funds Smallcap Wrld. Fund (X) — Int/Div — Open

Am. Funds Smallcap Wrld. Fund (X) — Buy (add'l)

Am. Funds Washington Mut. Fund (X) — Int/Div — Open

Am. Funds Washington Mut. Fund (X) — Buy (add'l)

Am. Funds Washington Mut. Fund (X) — Buy (add'l)

Am. Funds Washington Mut. Fund (X) — Buy (add'l)

Member, Arbor Enterprises, LLC

Agreement — 1/14/813 — QGTB PLLC 401(k) Plan; plan participants in firm-sponsored 401(k) plan; self-directed account with investments disclosed on Part VII

Liability — Chase # — Credit card

Liability — Chase #2 — Credit card

Spouse's income — 11273172013 — MWSGW Ordinary business income

Lines 27 to 36 (Y): This account was closed in 2013, with assets being transferred in part to Brokerage Acct. #11 and Brokerage Acct. #12 as reflected below

Line 40 (Y) All of this asset was sold in 2012 as reflected on the 2012 report

Lines 47 to 51 (Y) This account was closed in 2013, with assets being transferred to Brokerage Acct. #11 as reflected below

Line 65 (Y) All of this asset was sold mn 2013

Lines 68 to 75 (Y) All of these assets were sold in 2012 as reflected on the 2012 report

Lines 89 to 91 (Y) All of these assets were sold in 2012 as reflected on the 2012 report

Line 107 (Y) All of this asset was sold in 2013

Line 110 (Y) All of this asset was sold in 2013

Line 121 (Y) All of this asset was sold in 2012 as reflected on the 2012 report

Line 122 (Y) All of this asset was sold in 2012 as reflected on the 2012 report

Line 137 (Y) All of this asset was sold in 2012 as reflected on the 2012 report

Line 142 (X) New account created in 2013

Line 143 (X) Transfer of assets from Line 51

Line 148 (X) Transfer of assets from Line 48

Line 149 (X) Transfer of assets from Line 31

Lines 151 (X) Transfer of assets from Line 49

Line 156 (X) Transfer of assets from Line 50

Line 157 (X) Transfer of assets from Line 33

Line 159 (X) Transfer of assets from Line 47

Line 161 (X) Transfer of assets from Line 29

Line 165 (X) Transfer of assets from Line 35

Line 167 (X) Transfer of assets from Line 37

Lime 171 (X) New account created in 2013

Line 172 (X) Transfer of assets from Line 28

Line 176 (X) Transfer of assets from Line 30

Line 178 (X) Transfer of assets from Line 32

Line 180 (X) Transfer of assets from Line 34

Line 182 (X) Transfer of assets from Line 38