David Gustafson

SunTrust Bank accounts — Interest

Wells Fargo Bank accounts — Interest

Justice Federal Credit Union accounts — Int/Div — Closed

Schwab 529 Plan Moderately Aggressive Portfolio — Int/Div

Schwab Target 2020 Fund (SWCRX) — Int/Div — Sold

Schwab Target 2025 Fund (SWHRX) — Int/Div — Open

Schwab Target 2030 Fund (SWDRX) — Int/Div — Open

Virginia College 529 Savings Plans, Alleghany Portfolio — Int/Div

Rental property, Greenville, SC — Rent

Duke Energy common stock — Int/Div

Enbridge common stock (formerly Spectra Energy) — Int/Div

Trustee, Rivendell School, Arlington, VA

Spouse's income — 2017 — self-employed attorney

Part VIL, line 6, Column D: We made monthly contributions to this 529 plan. Each contribution was below the reporting amount of $1,000, but in the aggregate

they exceeded $1,000,

Part VII, line 7: The property was appraised 7/20/2008, shortly before the closing, A mortgage on this property, reported on part VI in prior years, was fully paid

off mn 2012.

Part VIL, lines 5-7, relate to information reported for 2016 on lines 4 and 5. In 2016 on lines 4 and 5, | incorrectly reported the entire SWCRX investment as being

in spouse's Schwab SEP IRA, when in fact a portion was in her Schwab Rollover IRA. | now report the investments (now SWHRX and SWDRX) without regard

to which account they are in.