November 30, 2023

Wells Fargo Prime Checking

Questions? Please contact us:
Available 24 hours a day, 7 days a week
We accept all relay calls, including 711
Phone: 1-800-TO-WELLS (1-800-869-3557)
En español: 1-877-727-2932
Online: wellsfargo.com
Write: Wells Fargo Bank, N.A.
P.O. Box 6995
Portland, OR 97228-6995

DAVID G & ANN MAUREEN MORRISON TRUST

DAVID G MORRISON TTE
ANN M MORRISON TTE
6204 S VINTRY LN
SALT LAKE CITY UT 84121-2536

Accounts linked to your Wells Fargo Prime Checking account:

Bank Deposit Account(s)
Account (Account Number) $ Balance
Wells Fargo Prime Checking (7014268739) 9,233.51
Wells Fargo Everyday Checking (1532396817) 6,019.70
Wells Fargo Platinum Savings (2441795412) 35.97

Your Qualification Balance this month: $15,289.18

Accounts linked in Summary will be provided a separate statement.

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 November 30, 2023

Important Account Information

(A) If your Prime Checking account is converted to another checking product or closed by us or you, all linked accounts
are delinked from the Prime Checking account and effective immediately, benefits no longer apply, including benefits to
your now delinked accounts. You'll no longer receive discounts, options to avoid fees on other products or services, or
the Relationship Interest Rate; for time accounts (CDs), this change will occur at renewal. Your delinked accounts will
revert to the Bank's current applicable interest rate or fee at that time. (B) If you or we delink an account from your Prime
Checking account but other accounts remain linked, the loss of all benefits and the other consequences described
above in (A) will immediately apply to the delinked account. Benefits available to your Prime Checking account and any
remaining linked accounts will continue.

Important Account Information

The balances within the "Accounts linked to your Wells Fargo Prime Checking account" section of your statement may
not match your statement of record for investment products due to differences in statement periods between this
statement and the statement for your investment products. This section shows balance information from (1) consumer
bank deposit accounts, bank fiduciary and custody accounts, (2) investment accounts with Wells Fargo Advisors, which
is a trade name used by Wells Fargo Clearing Services, LLC, and Wells Fargo Advisors Financial Network, LLC, Members
SIPC, registered broker-dealers and separate non-bank affiliates of Wells Fargo & Company.

Investment and Insurance Products are:

- Not Insured by the FDIC or Any Federal Government Agency
- Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
- Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested
Deposit products offered by Wells Fargo Bank, N.A. Member FDIC.
RSNIP-02112025-5875050.1.1

Other Wells Fargo Benefits

Tips on wiring money

Wiring money is just like sending cash. Help protect yourself by knowing how to spot the signs
of a scam. Red flags include pressure to send right away, investments that promise high returns,
unexpected requests from impersonators posing as well-known organizations, and last-minute
changes to established wire instructions. Consider consulting a banker before you wire money.

Learn more at wellsfargo.com/stopwirescams

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 November 30, 2023

Wells Fargo Prime Checking

This is your primary checking account
Statement period activity summary Account number: 7014268739
Balance on 11/1 14,883.59 DAVID G & ANN MAUREEN MORRISON TRUST
Deposits/Additions 9,185.49 DAVID G MORRISON TTE
ANN M MORRISON TTE
Withdrawals/Subtractions - 14,835.57
Balance on 11/30 $9,233.51 Wells Fargo Bank, N.A. (Member FDIC)
WASHINGTON account terms and conditions apply

Questions about your account: 1-800-869-3557

Interest summary
Interest paid this statement $0.09
Interest earned this statement period $0.09
Average collected balance $11,020.55
Annual percentage yield earned 0.01%
Interest paid this year $9.33

Transaction history
Deposits/ Withdrawals/ Ending Daily
Date Description Check No. Additions Subtractions Balance
11/1 Vacp Treas 310 Xxva Benef 110123 Xxxxx0282103600 1,562.74
Ref*48*VA Dependent Indemnity Comp *10/01/23-10
11/1 Recurring Transfer to Morrison C Ref #Op0L6Qzvnp Custom 50.00
Management(Rm) Sleep Study Chm
11/1 Rockymtn/Pacific Power Bill 231031 073169801Achpay David 42.20
Gordon Morrison
11/1 Cottonwoodid Debits Xxxxx3304 David G Morrison 60.00
11/1 Check 1060 25.00 16,269.13
11/2 Recurring Payment Authorized On 11/01 Sxm*Siriusxm.Com/A 6.44
888-635-5144 NY S463305790525704 Card 9225
11/2 Recurring Transfer to Morrison C Ref #Op0L76Cgyw Custom 478.96
Management(Rm) Bootcamp
11/2 Online Transfer Ref #Ib0L7Dp6My to Wells Fargo Active Cash 4,223.15
VISA Card Xxxxxxxxxxxx4484 On 11/02/23
11/2 Money Transfer Authorized On 11/02 Venmo* VISA Direct NY 5.00 11,555.58
S583306825999213 Card 9225
11/3 Ameritas Life IN Ameritasgr M120088795045 Ann Morrison 19.68
11/3 Jordan Valley WA Debits Xxxxx1731 David G Morrison 33.66
11/3 Aetna H & L Ins Pymt 231101 Ahl6313973 Ann Morrison 64.97
11/3 Loandepot MSP ACH 110123 1048750234 David Gordon and A 1,652.08 9,785.19
11/7 Mobile Deposit : Ref Number :607070725403 12.30
11/7 USAA P&C Autopay 231106 6675775 Ann Morrison 87.39
11/7 Chase Credit Crd Autopay 231106 000000000316267 Morrison 76.47 9,633.63
Ann M
11/8 Online Transfer From Morrison A Ref #Ib0L935Qk8 Savings IRS 4,300.00 13,933.63
Correction 2021 Return
11/9 Money Transfer Authorized On 11/09 Venmo* VISA Direct NY 40.00
S383313507404363 Card 9225
11/9 Wasatch Front WA Debits Xxxxx3719 David G Morrison 58.50 13,835.13
11/10 Tjx Rewards Payment Nov 10 524366166553475 9.63 13,825.50
5243661665534751
11/13 Purchase Authorized On 11/09 Silverscript Ins C 866-235-5660 5.10 13,820.40
AZ S583313610060184 Card 9225

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 November 30, 2023

ò Wells Fargo Prime Checking (continued)

Deposits/ Withdrawals/ Ending Daily
Date Description Check No. Additions Subtractions Balance
11/14 Citi Autopay Payment 231113 081222615220481 Ann M 1,196.03 12,624.37
Morrison
11/15 SSA Treas 310 Xxsoc Sec 111523 Xxxxx0282A SSA Ann M 2,793.00
Morrison
11/15 IRS Usataxpymt 111523 222371950359948 Ann Morrison 4,887.00 10,530.37
11/16 Recurring Payment Authorized On 11/14 Ww Int'L-Digital 10.76 10,519.61
800-221-2112 NY S463318327093534 Card 9225
11/20 Purchase Authorized On 11/16 Xmission Lc 801-5390852 UT 37.00
S583321233597579 Card 9225
11/20 Recurring Payment Authorized On 11/17 Tmobile*Auto Pay 107.59
800-937-8997 WA S463321618133192 Card 9225
11/20 Bill Pay Ufirst Credit Union Autopay Recurring Xxx2040 On 365.76 10,009.26
11-20
11/21 Ch Jesuschrist Donation 231121 Xxxxx0429 Morrison Ann 150.00 9,859.26
Maureen
11/24 Recurring Payment Authorized On 11/22 Pbs Utah Kued 20.00 9,839.26
801-581-3284 UT S303326443154344 Card 9225
11/27 Recurring Payment Authorized On 11/24 Apple.Com/Bill 0.99
866-712-7753 CA S383329218806674 Card 9225
11/27 Bill Pay Ufirst Auto Pay Recurring Xxx2040 On 11-27 265.00
11/27 Purchase Authorized On 11/25 Uber Trip Help.Uber.Com CA 44.99
S583330129251927 Card 9225
11/27 Chase Credit Crd Autopay 231126 000000000062784 Morrison 301.07 9,227.21
Ann M
11/29 Discover Bank Prearrange 5568 001*1005421229 222.00
11/29 Transfer to Morrison C Ref #Op0Lgqrjj7 Everyday Checking 222.00
Transfer From Discover For Xmas Gift
11/29 Utopia Fiber Debits Xxxxx7596 David G Morrison 30.00
11/29 Dominion Energy Qgc 231127 283863367423120 David 112.07
Gordon Morrison
11/29 *Lincoln Natlife Prempaymnt Nt10275817 Ann Morrison 147.08 8,938.06
11/30 WA Dept Ret Sys Retiredpay Nov 23 0282Ind01624831 295.36
Morrison, Ann M
11/30 Interest Payment 0.09 9,233.51
Ending balance on11/30 9,233.51
Totals $9,185.49 $14,835.57

The Ending Daily Balance does not reflect any pending withdrawals or holds on deposited funds that may have been outstanding on your account when your transactions posted.
If you had insufficient available funds when a transaction posted, fees may have been assessed.

Summary of checks written (checks listed are also displayed in the preceding Transaction history section)
Number Date $ Amount
1060 11/1 25.00

Important Account Information

Limits to your Card

Effective on or after August 28, 2023 in Selected Terms and Conditions for
- Wells Fargo Consumer debit and ATM cards
- Wells Fargo Campus debit and ATM cards
- Wells Fargo Business debit, ATM, and deposit cards
- Wells Fargo Advisors debit cards

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 November 30, 2023

ò Wells Fargo Prime Checking (continued)

In the section titled "Using your card," under subsection titled "Daily limits and funds available for using your Card"
bullet titled "The limits for your Card" is deleted and replaced with:

The limits for your Card: We provide you your daily ATM withdrawal and purchase limits when you receive your Card.
You can confirm your Card's daily limits by signing on to Wells Fargo Online or the Wells Fargo Mobile® app, or calling us
at the number listed in the "Contact Us" section. Note: For security reasons there may be additional limits on the
amount, number, or type of transactions you can make using your Card, including the geographic location of the ATM or
merchant.

Please see the Wells Fargo debit and ATM card terms and conditions applicable to your card, which can be found at
www.wellsfargo.com/debit-card/terms-and-conditions.

Important Account Information

This notice re-establishes that Wells Fargo has the right to conduct setoff for overdrawn deposit account balances,
where applicable, and in accordance with your governing Deposit Account Agreement. When we exercise this right, we
may reduce funds in any account you hold with us for purposes of paying the amount of the debt, either due or past
due, that is owed to us as allowed by the laws governing your account. Our right of setoff won't apply if it would
invalidate the tax-deferred status of any tax-deferred retirement account (e.g., a SEP or an IRA) you keep with us. To
review a copy of your Deposit Account Agreement, including the provisions related to the right of setoff, please visit
wellsfargo.com/online-banking/consumer-account-fees/.

Important Account Information

NEW YORK CITY CUSTOMERS ONLY -- Pursuant to New York City regulations, we request that you contact us at 1-800-TO
WELLS (1-800-869-3557) to share your language preference.

Important Account Information

Requires meeting all conditions of Wells Fargo Prime Checking participation. Wells Fargo Bank and Wells Fargo Advisors
discounts and benefits are available to all customers who have a Wells Fargo Prime Checking account. The Wells Fargo
Prime Checking account has a $25 monthly service fee which can be avoided each fee period with $20,000 or more in
statement-ending qualifying linked (a) consumer bank deposit account balances (checking, savings, time accounts
(CDs), FDIC-insured IRAs) and (b) investment account balances (investments available through our brokerage affiliate
Wells Fargo Advisors*,**, and applicable bank fiduciary and custody accounts.) Refer to the Wells Fargo Bank Consumer
Account Fee and Information Schedule at wellsfargo.com/online-banking/consumer-account-fees/ for further
information about the Prime Checking account and applicable bank fees.

*Investment products and services are offered through Wells Fargo Advisors. Wells Fargo Advisors is a trade name used
by Wells Fargo Clearing Services, LLC (WFCS) and Wells Fargo Advisors Financial Network, LLC, Members SIPC, separate
registered broker-dealers and non-bank affiliates of Wells Fargo & Company.
**Certain investments or investment accounts are not eligible for linking.

Investment and Insurance Products are:

- Not Insured by the FDIC or Any Federal Government Agency
- Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate

239239 Page 5 of 7
 November 30, 2023

ò Wells Fargo Prime Checking (continued)

- Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested
Deposit products offered by Wells Fargo Bank, N.A. Member FDIC.
RSNIP-02112025-5875122.1.1

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 November 30, 2023

Important Information You Should Know

n To dispute or report inaccuracies in information we have furnished to a Consumer Reporting Agency about your accounts:

Wells Fargo Bank, N.A. may furnish information about deposit accounts to Early Warning Services. You have the right to dispute the
accuracy of information that we have furnished to a consumer reporting agency by writing to us at Overdraft Collection and Recovery, P.O.
Box 5058, Portland, OR 97208-5058. Include with the dispute the following information as available: Full name (First, Middle, Last),
Complete address, The account number or other information to identify the account being disputed, Last four digits of your social security
number, Date of Birth. Please describe the specific information that is inaccurate or in dispute and the basis for the dispute along with
supporting documentation. If you believe the information furnished is the result of identity theft, please provide us with an identity theft
report.

n If your account has a negative balance:

Please note that an account overdraft that is not resolved 60 days from the date the account first became overdrawn will result in closure
and charge off of your account. In this event, it is important that you make arrangements to redirect recurring deposits and payments to
another account. The closure will be reported to Early Warning Services. We reserve the right to close and/or charge-off your account at an
earlier date, as permitted by law. The laws of some states require us to inform you that this communication is an attempt to collect a debt
and that any information obtained will be used for that purpose.

n In case of errors or questions about your electronic transfers:

Telephone us at the number printed on the front of this statement or write us at Wells Fargo Bank, P.O. Box 6995, Portland, OR 97228-6995
as soon as you can, if you think your statement or receipt is wrong or if you need more information about a transfer on the statement or
receipt. We must hear from you no later than 60 days after we sent you the FIRST statement on which the error or problem appeared.
1. Tell us your name and account number (if any).
2. Describe the error or the transfer you are unsure about, and explain as clearly as you can why you believe it is an error or why you need
more information.
3. Tell us the dollar amount of the suspected error.

We will investigate your complaint and will correct any error promptly. If we take more than 10 business days to do this, we will credit your
account for the amount you think is in error, so that you will have the use of the money during the time it takes us to complete our
investigation.

n In case of errors or questions about other transactions (that are not electronic transfers):

Promptly review your account statement within 30 days after we made it available to you, and notify us of any errors.

n To download and print an Account Balance Calculation Worksheet (PDF) to help you balance your checking or savings account, enter
www.wellsfargo.com/balancemyaccount in your browser on either your computer or mobile device.

Deposit and credit products offered by Wells Fargo Bank, N.A., Member FDIC.
©2021 Wells Fargo Bank, N.A., All rights reserved. NMLSR ID 399801
RSNIP-0223-09671
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