Austin E. Carter

Savings Account; State Bank & Trust — Interest — Exempt

Brokerage Account (IRA)

Pepsico common stock — Int/Div — Exempt

iShares Emerging Market ETF — Int/Div — Exempt

Guggenheim S&P 500 Equal Weight ETF — Int/Div — Exempt

Plum Creek Timber Co — Int/Div — Exempt

Citibank, N.A — Interest — Exempt

Raymond James Bank, N.A — Interest — Exempt

Synchrony Bank — Interest — Exempt

Community Trust Bank — Interest — Exempt

Regions Bank — Interest — Exempt

Vanguard Equity Income Fund (IRA) — Int/Div — Exempt

Dodge & Cox International Stock Fund (IRA) — Int/Div — Exempt

Franklin Mutual Beacon Fund (IRA) — Int/Div — Exempt

SunTrust Bank 401(k) Account

Vanguard Russell 2000 Value Index Fund — Int/Div — Exempt

Vanguard Total Bond Market Index Fund — Int/Div — Exempt

Vanguard Inflation Protected Securities Fund — Int/Div — Exempt

Vanguard Target Retirement 2040 Fund — Int/Div — Exempt

SunTrust Banks, lnc. common stock (sold May 2014) — Int/Div — Exempt

Northwestern Mutual Whole Life Policy — Int/Div — Exempt

Mass Mutual Whole Life Policy — Int/Div — Exempt

Mass Mutual Whole Life Policy — Int/Div — Exempt

Scerctary and Retirement Plan Trustee, MD,PA

Agreement — 2014 — Retum of capital and partnership buyout with former law firm, Stone & Baxter, LLP: payments end June 2015

Agreement — 2006 — SunTrust Bank Retirement Plan + former employer of employment ended in 2006 no distributions until 2039°

Liability — Chase Card Services — credit card

Liability — Bank of America — credit card

Income — 2014 — Stone & Baxter, LLP - salary and mterest on loan to firm — S66. 147.00

Income — 2013 — Stone & Baxter, LLP - salary and terest on loan to firm — $330.519.00

Income — 2012 — Liberty Insurance Underwriters, lnc. - expert witness fees — S12.614.00