Madeline Hughes Haikala

Wells Fargo Cash Accounts — Interest

PNC Bank CDs — Interest

401K 21H)

DoubleLine Total Return Bond — Int/Div — Buy (add'l)

Dnehaus Active Income Fund — Int/Div

Institutional Money Market Deposit Acct — Int/Div — Buy (add'l)

Vanguard Dividend Appreciation ETF — Int/Div

Vanguard Short Term Bond ETF — Int/Div

Vanguard Total Bond Market ETF — Int/Div

Vanguard Total International Stock ETF — Int/Div — Sold (part)

Vanguard Total Stock Market ETF — Int/Div — Sold (part)

Dnehaus Event Driven — None

Dnehaus Micro Cap Growth — Int/Div

RiverPark Strategic Income Inst — Int/Div — Buy (add'l)

DoubleLine Low Dur Emerg Mkts Fxd Inc 1 — Int/Div — Buy (add'l)

Victory Global Natural Resources Y — None

Vanguard FTSE Emerging Markets ETF — Int/Div

Wasatch International Opps Instl — Int/Div

MetLife Policvholder Trust — Int/Div

Oppenheimer Funds mms Accounts (H)

Global Fund C — Distribution

Mam Street All Cap Fund € — Distribution

23. — Int/Div

Mam Street Mid Cap Fund C — Distribution

Cash Reserves C(Y)

Franklin Templeton pum a Accounts (H)

Franklin Mutual Quest Fund Class A — Distribution

28 — Int/Div

Franklin Money Fund (Y)

Board of Directors, Birmmgham Bar Assocation Women's Section

Board Member, Norma Livingston Ovarian Cancer Foundation

Secondary Trustee, Lohfink Family Irrevocable Trust

Agreement — 1990 — Lightfoot, Franklin, & White LLC 401 K plan with former law firm, no control

Liability — Georgetown University — college tition

Part |. Positions

- My II created the Lohfink Family Irrevocable Trust in 2016. MyS are the beneficiaries of the trust. |

receive no income of any sort from the trust, and I have no obligations under the trust unless I survive both | who are the primary trustees

of the trust. | receive no reports concerning the trust and exercise no discretion concerning the trust assets. No provision of the trust document permits me or [1

[0 to receive come from the trust, and none of us has a beneficial interest in the principal or interest of the trust.

Part VII. Investments and Trusts

- TD Bank Money Market Deposit Account name (2016 Report, Part VII, Line 7) wus changed to Institutional Money Market Deposit Acct (2017 Report, Part VII

Line 6).

= Oppenheimer Fund Main Street Select Fund C name (2016 Report, Part VII, Line 36) was changed to Main Street All Cap Fund C (2017 Report, Part VII, Line

2).

- The income and value amounts for the assets listed under Oppenheimer Funds | accounts and Franklin Templeton F000 accounts are the totals for all

JU in 2017, In 2016, there were three JI , but one of the three was [III in 2017, Therefore, the amounts reported in 2017 for the J

accounts are for the two remaining [0 The two remaining [I do not have Oppenheimer Funds Cash Reserves C or Franklin Templeton Money

Fund accounts, so those accounts do not have reportable amounts for 2017.