Russell F Nelms

Schwab IRA #2*

SCHH — Int/Div

BNDX — Int/Div

Northwestern Mutual Whole Life Policy — Int/Div

Security Benefit Annuity-Guaranteed Lifetime Income — Int/Div

Schwab IRA #1*

PHB — Int/Div

SCHX — Int/Div

SCHA — Int/Div

SCHH — Int/Div — Buy

SHYG — Int/Div

SCHE — Int/Div

FNDE — Int/Div

FNDF — Int/Div

FNDC — Int/Div

FNDX — Int/Div

FNDA — Int/Div

SCHR — Int/Div

SCHF — Int/Div

SCHC — Int/Div

SCHX — Int/Div

SCHA — Int/Div

SCHP — Int/Div

ITR — Int/Div

EMLC — Int/Div

VNOI — Int/Div

VMBS — Int/Div — Buy

HYLB — Int/Div — Buy

BNDX — Int/Div

Schwab IRA #3*

SCHH — Int/Div

SCHH — Int/Div — Buy

SHYG — Int/Div

SCHE — Int/Div

FNDE — Int/Div

FNDF — Int/Div

FNDC — Int/Div

FNDX — Int/Div

FNDA — Int/Div

SCHR — Int/Div

SCHF — Int/Div

SCHC — Int/Div

SCHX — Int/Div

SCHA — Int/Div

SCHP — Int/Div

ITR — Int/Div

EMLC — Int/Div

VNOQI — Int/Div

VMBS — Int/Div — Buy

HYLB — Int/Div — Buy

Reimbursement — Bankruptcy Section of the State Bar of Texas — S5/31-6722017 — San Antomo, Texas — Attend Bench Bar Conference — Mileage, lodging, meals, parking, entertainment

Reimbursement — Law — Consumer Bankruptcy Practice

Income — 2017 — LexisNexis; Writing/Editing — S3.000.00

*Each of these accounts invests only in ETFs and Closed End Funds. | select the investment strategy (moderate), and Schwab chooses the funds accordingly.

Each of the accounts is subject to periodic rebalancing. So, in order to keep any particular account in line with the target diversification, funds may be periodically

bought and sold. This is done without any input from me.