Holly B. Fitzsimmons

ENSG — Int/Div

EGOV — Int/Div

SHOP — None

ILMN — None

WGO common stock (see Part VII

WBS common stock — Int/Div — Donated

TD Bank North account — Interest

Sikorsky FCU account — Interest

Newtown Savings Bank accts (checking and savings) — Interest

3 Rental units, mmm" CT (1 location) — Reat

Ameriprise One acct (lines 11-12) (H)

ATT common stock — Int/Div — Sold (part)

Ameriprise Insured Money Market fund (AIMMA) — Interest

4 IRAs, see lines 20 et seq. -cash portions in AIMMA — Interest

Roth #1 Ameriprise Trust Co. (H)

CAT common stock — Int/Div

DIS common stock — Int/Div

XLPSPDR ETF — Int/Div

XLU SPDR ETF — Int/Div

XLV SPDR ETF — Int/Div

LASY common stock — Int/Div — Sold

GNTX common stock — Int/Div

GILD common stock — Int/Div

OAK common stock — Int/Div

OKE common stock — Int/Div

PAG common stock — Int/Div

Roth #2 Amenprise Trust Co. (H)

AAPL — Int/Div

SE (see Part VIll-duplicates line 41) — with lime 42)

TSLA — None

TSLA — Int/Div — Sold

GOOGL — None

SAM — None

GPT — Int/Div

SE (see Part VIII) — with line 42)

ENB — Int/Div

IRA 43 (H)

TSLA — None

IRA #4 (H)

S10.

GOOG — None

BRK-B — None

BABY — None

TRIP — None — Sold

TRIP — None — Sold

Spouse's income — self-employment as a writer; royalties on previously published works

Part 1. As previously indicated, the only remaining assets of the 2 estates are U.S. savings bonds. The total interest income generated annually does not reach the

reporting threshold; the aggregate value is J, but no individual bond has a value that reaches the reporting threshold.

Part VII

The listing of assets held through various Ameriprise entities (lines 11 through 59) has been organized under the following headings, the

Ameriprise One account (lines 10-12), IRAs 1-4, and noncash assets for four IRAs first mentioned on line 14 (lines 20 et seq).

Lines 12,14. These AIMMA funds hold the cash portion of the Ameriprise One account and the cash portions of the four IRAs. AIMMA funds were deposited

by Ameriprise in 2017 at First TN Bank, Wells Fargo, and US Bank. | had no input into where the funds were deposited.

Part VII, line 2. This stock was apparently surrendered thy WGO to the State of Connecticut, which sold it and is holding the proceeds. Tdo not yet have

information about when this occurred or how much the proceeds were.

Part VII, lines 34,41, These were duplicate entries re SE. Spectra was merged into ENB (Enbridge) in February 2017 and we received shares of ENB valued at

K in exchange for our SE stock, reflected on Line 42. There is no Merger option in the acquisition codes, so the transaction portion is blank and relevant info

included under SE on Line 41.