Margaret Bartley

BB&T bank accounts — Interest

Nat'l Life Ins. Co. Whole Life — Int/Div

457b)(H)

VT Plus Fund — Int/Div — Sold

VT Vantagepoint MP Long-Term Growth Fund — Int/Div

VOYA Money Market Portfolio — Int/Div — Sold

VOYA Intermediate Bond Portfolio — Int/Div — Sold

Columbia High Yield Bond Fund R — Int/Div — Sold

Pioneer Equity Income VCT Portfolio — Int/Div — Sold

VY TRowe Price Growth Equity Portfolio — Int/Div — Sold

VOYA Midcap Opportunities Portfolio — Int/Div — Sold

Oppenheimer Developing Markets Fund A — Int/Div — Sold

ABA 2020 Retirement Date Fund — Int/Div

MFS Mass Investors Trust A — Int/Div

MFS Corporate Bond Fund A — Int/Div

IRA #1

Wells Fargo Core Account — Interest

Invesco Money Market Fund Class AX (Simple IRA) — Int/Div — Sold

Invesco American Franchise Fund Class A — Int/Div — Sold

Invesco Corp. Bond Fund Class A (Simple IRA) — Int/Div — Sold

Invesco Comstock Fund Class A (Simple IRA) — Int/Div — Buy (add'l)

US. Savings Bonds — Interest

American Funds 2025 Target Date - R2 — Int/Div

Judge, U.S. Court of Appeals for Veterans Claims

Part VII, page 4, line 4, m August 2017 All VT Plus Fund funds were transferred to VT Vantagepomt MP Long-Term Growth Fund.

Part VII, page 4, lines 6-12, in August 2017 All Voya 401(k) assets were transferred to the ABA Retirement Funds’ 2020 Retirement Date Fund due to a change in

retirement plan providers,

Part VII, page 4, line 18, in January 2017 this asset was transferred to Invesco Comstock Fund Class A.

Part VII, page 5, line 19, in January 2017 this asset was transferred to Invesco Comstock Fund Class A.

Part VII, page 5, line 20, in January 2017 this asset was transferred to Invesco Comstock Fund Class A.