Kathy Surratt-States

Commerce Bank Accounts — Interest

State Farm Variable Universal Life: Stock & Bonds Balance — Int/Div

City of St. Louis Public Employee Deferred Compensation Plan

American Funds Growth A — Int/Div — Sold

Nuveen Winslow Large-Cao Growth — Int/Div — Sold

Vanguard Target Retirement2025 Inv — Int/Div — Buy

Great-West Portfolio Fund — Int/Div

Monumental Life Insurance- Whole Life — None

MOST-Conservative Age-Based: Vanguard Consy Growth Portfolio — Int/Div

Northwestern Mutual Life Insurance: Whole Life Insurance — Int/Div

Tulsa Teachers Credit Union Account — Interest

Edward Jones (IRA)

Invesco Equity & Inc Fund CL A — Int/Div — Sold (part)

Invesco Intl Growth Fund CL A — Int/Div — Sold (part)

Invesco Corp. Bond Fund CL A — Int/Div — Sold (part)

Invesco Amercian Value CL R6 — Int/Div — Buy

Invesco Asia Pacific Grth FACL Y — istrnibution — Buy

Invesco Corp Bld CL R6 — Distribution — Buy

Invesco Diversified DIV Fund — istmbution — Buy

Invesco Equity Income CL R6 — Distribution — Buy

Invesco Floating Rate CL R6 — Distribution — Buy

Invesco INTL Growth CL R6 — Distribution — Buy

Invesco Real Estate Fd CL R6 — Distribution — Buy

Edward Jones

Invesco Diversified Div Fund CL A — Int/Div

Invesco Equity & Income Fund CL A — Int/Div

Member, Altrusa International Inc., of St. Lows

Member - Board of Directors, Catholic Charities of St. Lows

President - Board of Directors, Gifted Resource Council

Reimbursement — Southern District of Florida Bar — 05/11.2017 05/14:2017 — Naples, FL — Speaker — truvel, lodging and meals

Reimbursement — National Conference of Bankruptcy Judges — 10-7-2017 - 10/11/2017 — Las Vegas, NV — Annuil conference committee meeting — travel and lodging

Reimbursement — American Bankruptcy Institute — 101262017 100272017 — Kansas City, MO — Speacker — travel

Reimbursement — All lowa Bankruptcy Conference — 1122017 - 11/32017 — Des Momes. A — Speaker — travel

Spouse's income — 2017 — City of St. Louis (police officer)