Christopher H. Steger

SunTrust Bank cash accounts — Interest

Campbell Family Investments, LLC — Int/Div

Genworth Life & Annuity Insurance Company Inherited Annuity (fixed) — istnibution

Northwestern Whole Life Policies — Int/Div

Real Estate. Nashville. TN (2015 $267.000) — None

TRUST #I(H)

Charles Schwab deposit accounts — Interest

Cole Credit Property Trust REIT — Int/Div — Sold (part)

Phillips Edison Grocery Center REIT 11 — None — Sold

Vanguard Short Term Investment Grade Mutual Fund — Int/Div — Buy

Vanguard Short Term Investment Grade Mutual Fund — Buy (add'l)

Vanguard Short Term Investment Grade Mutual Fund — Buy (add'l)

Vanguard 500 Index Mutual Fund — Int/Div — Buy

Vanguard 500 Index Mutual Fund — Buy (add'l)

Vanguard 500 Index Mutual Fund — Buy (add'l)

Vanguard 500 Index Mutual Fund — Buy (add'l)

Vanguard 500 Index Mutual Fund — Buy (add'l)

Vanguard 500 Index Mutual Fund — Buy (add'l)

Vanguard 500 Index Mutual Fund — Buy (add'l)

Vanguard 500 Index Mutual Fund — Buy (add'l)

Vanguard 500 Index Mutual Fund — Buy (add'l)

Vanguard 500 Index Mutual Fund — Buy (add'l)

BROKERAGE 21 (H)

Charles Schwab deposit accounts — None — Closed

Schwab Govt Money Market Fund — None — Sold

New York City Municipal Water Municipal Bond — None — Sold

BROKERAGE #2 (H)

Charles Schwab deposit decounts — Interest

Arbitrage Mutual Fund — Int/Div

Calamos Market Neutral Income Mutual Fund — Int/Div

Gateway Mutual Fund — Int/Div

Merger Mutual Fund Institutional Class — Int/Div

Vanguard Ltd-Term Tax-Exempt Bond Fund — Int/Div

Vanguard Short Term Tax-Exempt Bond Fund — Int/Div — Buy

Vanguard Short Term Tax-Exempt Bond Fund — Buy (add'l)

Vanguard Mid-Cap Index Mutual Fund — Int/Div — Buy (add'l)

Vanguard Mid-Cap Index Mutual Fund — Buy (add'l)

Vanguard Mid-Cap Index Mutual Fund — Buy (add'l)

Vanguard Mid-Cap Index Mutual Fund — Buy (add'l)

Vanguard Mid-Cap Index Mutual Fund — Buy (add'l)

Vanguard Mid-Cap Index Mutual Fund — Buy (add'l)

Vanguard Mid-Cap Index Mutual Fund — Buy (add'l)

Vanguard Mid-Cap Index Mutual Fund — Buy (add'l)

Vanguard Small-Cap Index Mutual Fund — Int/Div — Buy (add'l)

Vanguard Small-Cap Index Mutual Fund — Buy (add'l)

Vanguard Small-Cap Index Mutual Fund — Buy (add'l)

Vanguard Small-Cap Index Mutual Fund — Buy (add'l)

Vanguard Small-Cap Index Mutual Fund — Buy (add'l)

Vanguard Small-Cap Index Mutual Fund — Buy (add'l)

S10. — Buy (add'l)

S10. — Buy (add'l)

Vanguard Total Int] Stock Index Mutual Fund — Int/Div — Buy (add'l)

Vanguard Total Int] Stock Index Mutual Fund — Buy (add'l)

Vanguard Total Int] Stock Index Mutual Fund — Buy (add'l)

Vanguard Total Int] Stock Index Mutual Fund — Buy (add'l)

Vanguard Total Int] Stock Index Mutual Fund — Buy (add'l)

Vanguard Total Stock Market Index Mutual Fund — Int/Div — Buy (add'l)

Vanguard Total Stock Market Index Mutual Fund — Buy (add'l)

Vanguard Total Stock Market Index Mutual Fund — Buy (add'l)

Vanguard Total Stock Market Index Mutual Fund — Buy (add'l)

Vanguard Total Stock Market Index Mutual Fund — Buy (add'l)

Vanguard Total Stock Market Index Mutual Fund — Buy (add'l)

Vanguard Total Stock Market Index Mutual Fund — Buy (add'l)

Vanguard Total Stock Market Index Mutual Fund — Buy (add'l)

BROKERAGE 23 (H)

Charles Schwab deposit accounts — None — Closed

New York City Municipal Water Municipal Bond — None — Sold

BROKERAGE #4 (H)

Charles Schwab deposit accounts — Interest

Vanguard FTSE Developed Markets ETF — Int/Div

Vanguard Mid-Cap ETF — Int/Div

Vanguard S&P 500 ETF — Int/Div

Vanguard Small-Cap ETF — Int/Div

Agreement — 2015 — The Coca-Cola Company Defined Benefit Pension Plan with former employer, no control

Income — 27 — The Coca-Cola Company - deferred compensation — S33.082 86

Spouse's income — 2007 — Surgery Center of Chattanooga - salary