Michael Francis Urbanski

Trust #1 (H)

Wells Fargo Bank (cash) — Interest

Parkway Acquisition Corp. PKKW:US Common Stock — Int/Div

MetLife Policvholder Trust — Int/Div

Brighthouse Financial BHFC (Y)

Real Estate’ Carroll Co... VA — None

Northwestern Mutual - Ordinary Life — Int/Div

Northwestern Mutual - Custom CompLife — Int/Div

Northwestern Mutual - Term to Age 65 — Int/Div

Northwestern Mutual - 90 Life — Int/Div

AXA Group IRA Equivest 100 Series {variable annuity) (H)

AXA Equitable IRAMultimanager Aggressive Equity Fund — None

USAA Subscriber's Account (cash) (Y)

USAA Life Ins. Co. Annuity (fixed) #1 — Interest — Matured

USAA Life Ins. Co. Annuity (fixed) £2 — Interest

USAA Life Ins, Co. Annuity (fixed) £3 — Interest

USAA Life Ins. Co. Annuity (fixed) 24 — None — Buy

Ist Advantage Federal Credit Union (cash) — Int/Div

American General Life Insurance - Whole Life — Int/Div

Wells Fargo Advisors Cash Account (cash) {Y)

Invesco High Yield Muni, Fd CL Y (ACTDX) — Int/Div — Sold (part)

API Funds, Yorktown Multi-Asset Income Fund (APIIX) — Int/Div

Delaware Grp Global & Intl Funds Emerging Markets Fd. (DEMIX) — Int/Div — Sold (part)

Dodge & Cox Income Fund (DODIX) — Int/Div

Federated Equity Funds, Strategic Value Divid. Fd. Instl (SVAIX) — Int/Div

Janus Invt Fd. Henderson Global Equity Income CL 1 (HFOQIX) — Int/Div — Sold (part)

Janus Invt Fd. Henderson Global Equity Income CL 1 (HFOQIX) — Sold (part)

Legg Mason Clrbrdg Age Growth (SAGYX) — Int/Div

T. Rowe Price Real Estate Fund (TRREX) — Int/Div — Sold (part)

T. Rowe Price Real Estate Fund (TRREX) — Sold (part)

Touchstone Mid Cap Inst. (TMCPX) — Int/Div — Sold (part)

Undiscovered Mgrs Behavioral Value (UBVLX) — Int/Div

CUNA Single Premium Immediate Income Annuity (fixed) — None — Buy

Trust #1 - CUNA Mutual Members Variable Annuity (H)

Ultra Series Fund Large Cap Growth — None — Matured

Ultra Series Fund Large Cap Value — None — Matured

Ultra Series Fund Diversified Income — None — Matured

Vanguard VIF Money Market — None — Matured

CUNA 1-Year Guaranteed Return — Interest — Matured

CUNA 7-Year Guaranteed Retum — Interest — Matured

Ultra Series Fund Mid Cap — None — Matured

Co-Trustee, Trust #1

Reimbursement — College (teaching/mock trial judging)

Spouse's income — 2018 — EEE - - Pit-tme (Wages)

Spouse's income — 2018 — Gardener - self-employed (occasional)

Part VII, line 5: One-half interest in real estate in Carroll County, Virginia. The assessed value of the entire parcel 1s $163,304).

Part VII, lines 6-9: Whole life policies.

Part VIL, line 8: This policy includes & cash value.

Part VII, lines 17 and 33: These items do not generate reportable income as defined on page 41 of the filing instructions,

Part VII, lines 22, 23, 25, 28, and 32: Name changes; see 2017, lines 21, 23, 25, 31, and 39, respectively.

Part VII, lines 34-41: Income on the assests held m the CUNA Mutual Members Variable Annuity (apart from the fixed portion at lines 39 and 40) is not

reported by CUNA Mutual.

In accordance with page 45 of the filing instructions, fixed amounts received from individually owned annuity contracts are no longer reported as transactions,