Sherry R. Fallon

Southern Company Common Stock — Int/Div

McDonalds Common Stock — Int/Div

Fidelity 529 Plan - Delaware Portfolio 2012 — Int/Div — Redeemed — University

Fidelity 529 Plan - Delaware Portfolio 2018 — Int/Div

Empower Retirement Tybout Redfearn & Pell 401(K) Plan (formerly Em jay

American Funds Growth Fund of America A — Int/Div

American Funds American Balanced Fund A — Int/Div

American Funds Euro-Pacific Growth Fund A — Int/Div

American Funds SMALLCAP World Fund A — Int/Div

Franklin Templeton - Templeton Growth Fund Class A — Int/Div

New York Life - Whole Life Insurance Policy — Int/Div

Lincoln National Life Insurance - Universal Life Policy — Interest

PNC - Accounts — Interest

US. Savings Bonds — Interest

Vanguard International Growth — Int/Div

Vanguard Intemational Value — Int/Div

Vanguard Explorer — Int/Div

Vanguard U.S. Growth — Int/Div

Vanguard Long Term Investment Growth — Interest

Vanguard Morgan Growth — Int/Div

Vanguard Small Cap Value Index — Int/Div

Vanguard Target Retirement 2035 — Int/Div

Vanguard Total Stock Market Index — Int/Div

Vanguard Windsor — Int/Div

Vanguard Windsor 11 — Int/Div

Mass Mutual 401(K)

Select Total Return Bond MetWest — Int/Div

Comstock (Invesco Y) now known as Washington Mutual Invest American)

Growth Amencal Amencan formerly Select Equity Opps (Wellington ITRP — Int/Div

Select Growth Opportunities (Sands/ JSP) — Int/Div

American Balanced Fund (X) — Int/Div

Special Mid - Cap Value Wells Fargo (formerly known as Invesco Mid C — Int/Div

Invesco Mid-Cap Core Equity (Y) now known as Special Mid-Cap Value We

TRP/Frontier Select Mid « Cap Growth 11 — Int/Div

William Blair Small Cap Growth — Int/Div

American EuroPacific Growth — Int/Div

Wells Fargo - Accounts — Interest

Capital One - Account — Interest

WSFS - Account — Interest

HSA Bank - Account — Interest

Liability — American Express — Credit Card

Liability — AAA Visa — Credit Card

Reimbursement — wm? — honoring the Federal Judiciary — Transportation

Spouse's income — 2017 — Self- Employed Attorney

Spouse's income — 2007 — Newark Properties, LLC (rental income from property owned by Law Firm)

Part II. Agreements: Tybout, Redfearn & Pell Stock Redemption Agreement dated 4/24/12 - Former Law Firm's redemption of equity interest over 3-year period

for u fixed sum, no profit sharing, has ceased being reportable as of the last redemption installment payment in August of 2015.

Part VIL Investments - Item 3. Fidelity 529 Plan - Delaware Portfolio 2012 - The last tuition payments Sis on behalf

from

this college savings fund were made on 7/20/17 and 11/28/17, thus, completely exhausting the fund graduates in May of 2018.

Part VIL Investments - Item 31 The fund formerly known as Comstock Invesco is now known as Washington Mutual Investments (American). Item 32 confirms

the same.

Trem 33 The fund formerly known as Select Equity Opps (Wellington TTRP) is now known as Growth America (American).

Item 36 The fund formerly known as Invesco Mid Cap Core Equity is now known as Special Mid-Cap Value Wells Fargo. Item 37

confirms the same.

These funds are part of my spouse's 401(k) plan managed by Mass Mutual. My spouse has no control over the exchanges and re-naming of these funds

as investment decisions concerning the specific funds are in the exclusive control of Mass Mutual who manages this 401(k) plan for multiple plan participants.

These exchanges made between funds by Mass Mutual, are non-tuxable events for my spouse and me, as we have not received any distributions, nor withdrawn or

borrowed against any of the funds managed by Mass Mutual in the 401(k) plan.