David C. Norton

2018Annual

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Pull out the substance of this filing.

What was filed

557
investments
0
positions
0
gifts
0
agreements
0
debts
1
reimbursements
0
income
3
spouse income

Named parties

SARE ERA Group, Bar Organization nongov
Medical Director. Sharing Hope
Newberry Pathology Associates - Autopsy Services
Springer Publishing - Book Royalties

As filed

AES Corp — None

Apergegy Corp — None — from line 1)

AT&T#1 — Int/Div

BPPLC ADR — Int/Div

Bristol Myers Squibb — Int/Div

Chevron Corp #1 — Int/Div

Comcast Corp CL A 21 — Int/Div

Walt Disney Co #1 — Int/Div

Dover — Int/Div

Dow Inc #1 — Int/Div

Eh Lilly & Co #1 — Int/Div

Emerson Electric — Int/Div

Energy Transfer Partners LP #1 — None

Fidelity Hereford Street Trust Daily Govt MM #] — None — Buy

General Electric Co #1 — Int/Div

Knowles Corporation — None

3M Company A — Int/Div

Phizer Inc #1 — Int/Div

Proctor & Gamble #1 — Int/Div

Scana Corp — Int/Div — Sold

South State Corp Com # — Int/Div

Suntrust Banks Inc — Int/Div

Synovus Financial Corp — Int/Div

Westinghouse Air Brake Technologies Corp — None

Zimmer Biomet Hldgs Inc — Int/Div

Abbot Laboratories — None — Sold

Adobe Sys Inc — Int/Div — Sold

Advantix Inc — None

Aetna Inc — Int/Div — Sold

Agilent Tech Inc — Distribution — Sold

Alcoa Inc — None

Allergan PLC Com — Int/Div — Sold

Alphabet Inc — Distribution — Sold

Altria Group — Int/Div

Amencan Express Co — Int/Div

Amencan Tower Corp — Int/Div — Sold

Ametek Inc — Int/Div — Sold

Amgen Inc — Int/Div

Apple Inc — Int/Div — Sold

Aptiv PLC — Int/Div — Sold

Arcomc he — Int/Div

AT&T Inc #2 — Int/Div

Avanos Medical Inc — None

Avery Denmson Corp — Int/Div — Sold

BB&T Comp — Int/Div — Sold

Bank of America #1 — Int/Div

Bank of New York Mellon Corp — Int/Div

Bank of the Ozarks — Int/Div — Sold

Baxter Intl Inc — None — Sold

Berkshire Hathaway Inc CIB — None

Blackhawk Network Hidgs Inc — None — Sold

Boeing — Int/Div — Sold

Camden PPTY TR SH Ben Inc — Int/Div — Sold

Capital One Finaancial Corp — Int/Div — Sold

Camival Corp Paired CTF — Int/Div — Sold

Celgene Corp — Int/Div — Sold

Cenerpoint Energy Inc — None — Sold

Centene Corp Com — Int/Div — Sold

Charter Communications — None

Chevron Corp #2 — Int/Div

Cisco Sys Inc — Int/Div

Citigroup Inc — Int/Div

Citizens Financial Corp Inc — Int/Div — Sold

CWD Corp Com — Distribution — Sold

Fidelity Money Market Account — Interest

Coca-Cola Co — Int/Div

Comcast Corp CL A #2 — Int/Div

Cummins Inc — None — Sold

Darling Ingredients Inc — Int/Div — Sold

Delphi Automotive PLC Com — Int/Div — Sold

Delta Airlines Inc — Int/Div — Sold

Devon Energy Corp — Int/Div — Sold

Walt Disney Co #2 — Int/Div

Dow Dupont Chemical #1 — Int/Div

DXC Technology Co. — None — from line 90)

Duke Energy — Int/Div

Emcor Group Inc — None — Sold

EOG Resources Inc — Int/Div — Sold

Exxon Mobil Corp #1 — Int/Div

Federal Natl Mtg Assn Pool — None — Sold

Fidelity Hereford Street Trust Daily MM 22 — None — Buy

Garret Motion Inc — None — from line 92)

General Electric #2 — Distribution

General Motors Co — Int/Div — Sold

Gilead Sciences Inc — Int/Div — Sold

Goldman Sachs Group Inc — Int/Div

Halvard Health Inc — None — with line 44)

Hartford Financial Services Group — Int/Div

Hewlett Packard Inc Com — Int/Div

Home Depot Inc — Int/Div

Honeywell Intl Inc — Int/Div

Ingersoll Rand PLC — Int/Div — Sold

Intel — Int/Div — Sold

Intercontinental Exchange Inc — Int/Div — Sold

Jabil Circuit Inc — Int/Div — Sold

Johnson & Johnson — Int/Div

Kimberly Clark — Int/Div

Kraft-Hemz Foods Inc CL A — Int/Div

Laboratory Corp — Int/Div — Sold

Lear Corp — Int/Div — Sold

Lincoln National Corp — Int/Div

Lowes Cos Inc — Int/Div — Sold

McDonalds Corp — Int/Div

Merck & Co Inc New — Int/Div

Micro Focus Intl — None

Microsoft Corp — Int/Div

Mondelez Intl Inc Com — None

JP Morgan Chase & Co — Int/Div

Netapp Inc — Iistnbution — Sold

Nokia Corp — Int/Div

Northrop Grumman Corp Holding Co — Int/Div — Sold

Nvidia Corp — Int/Div — Sold

Occidental Petroleum Corp — Int/Div — Sold

Oceaneering Intl Inc — Int/Div — Sold

Ommicom Group — Int/Div — Sold

On Semiconductor — None — Sold

Oracle Corp — Iistnbution — Sold

Paramount Group Inc — Int/Div — Sold

Pepsico Inc — Int/Div

Perspecta Inc — None — from line 9)

Pfizer Inc #2 — Int/Div

Phillip Morris Intl Inc — Int/Div

Proctor & Gamble #2 — Int/Div

Prologis Inc — Int/Div — Sold

Promontory FDIC - Joint Non Qualified Acct, — None — Buy

Promontory FDIC - Article 6 Trust — None — Buy

Promontory FDIC - Article S Trust — None — Buy

Prudential Finl Inc — Int/Div — Sold

Raymond James Financial Inc — None — Sold

Residio Technologies Inc — None — from line 92)

Royal Dutch Shell PLC Spon ADR B — Int/Div — Sold

Sabre Corp — Int/Div — Sold

Stanley Black & Decker Inc — Int/Div — Sold

Sysco Corp — Int/Div — Sold

Target Corp Com — Int/Div — Sold

Texas Instruments Inc — Int/Div

Tine Inc New Com — Int/Div — Sold

Time Wamer Inc New — Int/Div — Sold

Toro Co — Int/Div — Sold

Total System Services Inc — Distribution

Travelers Companies Inc — Int/Div — Sold

Tupperware Brands Corp — Int/Div — Sold

Tyson Foods Inc — None — Sold

Umpqua Holdings Corp — Int/Div — Sold

Union Pacific Corp — Int/Div — Sold

United Health Group — Int/Div — Sold

Valero Energy Group — Int/Div — Sold

Verizon Communications #1 — Int/Div

VM Waare Inc — Int/Div — Sold

Wal Mart Stores Inc Com — Distribution — Sold

Westinghouse Air Brake Technologies Corp — None

Zimmer Biomet Hldgs Inc — Int/Div — Sold

Bank of America 42 — Int/Div

Chemours Co — Int/Div

Chevron Corp #3 — Int/Div

Citigroup Inc — Int/Div — Sold

CSX Corp — Int/Div

Dow Dupont EI De Nemours & Co — Int/Div

Eh Lilly & Co #2 — Int/Div

Energy Transfer Partners LP #2 — Int/Div

Exxon Mobil Corp 42 — Int/Div

General Electric Co — Int/Div

IBM — Int/Div

Ishares Core S&P Mid Cap ETF — Int/Div — Sold

shares Core S&P Small Cap ETF — Int/Div — Sold

Ishares Core S&P S00 ETF — Int/Div — Sold

Ishares Edge MSCI USA Momentum Factor ETF — None — Sold

Ishares Edge MSCI Min Vol USA ETF — None — Sold

Isahres Inc Core MSC Emerging Mkts ETF — Int/Div — Sold

Ishares S&P S00 Value ETF — None — Sold

shares S&P S00 Growth ETF — Int/Div — Sold

Ishares Trust Core MSC EAFE ETF — Int/Div — Sold

Ishares Trust Currency Hedged MSC AEFE FTF — Int/Div — Sold

Ishares IBoxx Investment Grade Corporate — Int/Div — Sold

Ishares TR Barc:lays 7 10 YR — Int/Div — Sold

Ishares TR Intrmd Cr BD ETF — Int/Div — Sold

Ishares TR JP Mor Em Mk ETF — Int/Div — Sold

Ishares TR20YR TR BD ETF — Int/Div — Sold

Ishares US ETF Trust Short Maturity BD — Int/Div — Sold

Motorola Solutions Inc — Int/Div

Norfolk Southem — Int/Div

South State Corp Com #2 — Int/Div

Wells Fargo & Co — Int/Div

AT Inc #3 — Int/Div

Abbvie Inc — Int/Div — Sold

Adobe Sys Inc Note — Interest — Sold

Aetna Ine — Int/Div — Sold

Allergan PLC Com — Int/Div — Sold

Amtek Inc — Int/Div — Sold

Apple Inc Note — Interest — Sold

Aptiv PLC — Int/Div — Sold

BB&T Corp — Int/Div — Sold

Bank of the Ozarks — Int/Div — Sold

Bank of America Corp — Int/Div

Boeing — Int/Div — Sold

Camden PPTY TR SH BEN Int — Int/Div — Sold

Capital One Paired CTF — Int/Div — Sold

Camival Corp Paired CTF — Int/Div — Sold

Celgene Corp — Int/Div — Sold

Chevron Corp #4 — Int/Div

Cisco Sys Inc — Int/Div — Sold

Citigroup Inc Note — Interest — Sold

Citigroup Inc Com New — Int/Div

Coca-Cola Co — Int/Div — Sold

Darling Ingredients Inc — Int/Div — Sold

Delta Air Lines Del Com New — Int/Div — Sold

Devon Energy Corp — Int/Div — Sold

Dow Dupont Inc — Int/Div

EOG Resources Ing — Int/Div — Sold

General Electric #4 — istnbution — Sold

General Motors — Int/Div — Sold

Haliburton Co Hldg — Int/Div — Sold

Home Depot Inc com — Int/Div — Sold

IBM — Int/Div

Ingersoll Rand PLC SHS — Int/Div — Sold

Intercontinental Exchange Inc — Int/Div — Sold

INL Growth Allocation — Int/Div

INL American Balanced — Int/Div

INL American Funds Global Bond — Int/Div

INL Invesco Small Cap Growth — Int/Div

INL JP Morgan Midcap Growth — Int/Div

INL Mellon Capital Consumer Disretionary Sector — Int/Div

INL Mellon Capital Healthcare Sector — Int/Div

INL Mellon Capital Nasdaq 100 — Int/Div

INL S&P 4 — Int/Div

INL S&P Competive Advantage — Int/Div

INL T Rowe Price Established Growth — Int/Div

Laboratory Corp Amer Hldgs — None — Sold

Mednax Inc — Int/Div — Sold

Microsoft Corp — Int/Div — Sold

JP Morgan Chase & Co Note — Int./y — Sold

Occidental Petroleum Corp — Int/Div — Sold

Oceaneering Intl Inc — Int/Div — Sold

Omnicom Group — Int/Div — Sold

Oracle Corp Note — Interest — Sold

Parmount Group Inc — Int/Div — Sold

Phizer Inc — Int/Div — Sold

Philip Morris Intl — Int/Div — Sold

Proctor & Gamble Co — Int/Div — Sold

Promontory FDIC- David IRA — None — Buy

Roval Dutch Shell PLC Spon ADR — Int/Div — Sold

Sabre Corp — Int/Div — Sold

Total Sys Sves Inc — Int/Div — Sold

Umpqua Holdings Corp — Int/Div — Sold

Union Pacific Corp — Int/Div — Sold

US Treasury NTS Note — Interest — Sold

Verizon Communications #2 — Int/Div — Sold

Wells Fargo Co — Int/Div

Westinghouse Air Brake Technolgies Corp — None

Zimmer Biomet Hldgs Inc — Int/Div — Sold

AT&T Inc Com — Int/Div — Sold

AT&T Inc Note — Interest — Sold

Acuity Brands Inc — Int/Div — Sold

Adobe Sys Inc Note — Interest — Sold

Aetna lnc — Int/Div — Sold

AFLAC Inc — Int/Div — Sold

Air Products & chem — Int/Div — Sold

Align Technology — Int/Div — Sold

Allergen PLC — Int/Div — Sold

Alliance Data Sys Corp — Int/Div — Sold

Alphabet Inc Cp Stk — Int/Div — Sold

Amazon — Int/Div — Sold

American Express Corp — Int/Div — Sold

Ametek Inc — Int/Div — Sold

AmeisourceBergen Corp — Int/Div — Sold

Amgen Inc — Int/Div — Sold

Amphenol Corp — Int/Div — Sold

Analog Devices Inc — Int/Div — Sold

Anheuser Busch Bev Inc — Int/Div — Sold

Apple Inc — Int/Div — Sold

Apple Inc Note — Int/Div — Sold

Avery Dennison Corp — Int/Div — Sold

BB&T — Int/Div — Sold

Bank of America Corp Note — Interest — Sold

Bank of the Ozarks — Int/Div — Sold

Berkshire Hathaway Inc — Int/Div — Sold

Broadcom Limited — Int/Div — Sold

Camden PPTY TR SH Ben Int — Int/Div — Sold

Capital One Financial Corp — Int/Div — Sold

Camival Corp Paired CTF — Int/Div — Sold

Celgene Corp — Int/Div — Sold

Cetene Corp Del — Int/Div — Sold

Chevron — Int/Div — Sold

Cintas Corp — Int/Div — Sold

Cisco Sys lnc — Int/Div — Sold

Citigroup Inc — Int/Div — Sold

Cognizant Tech Solutions Corp — Int/Div — Sold

Comcast Corp — Int/Div — Sold

Constellation Brands Inc — Int/Div — Sold

CWD Corp Com — Int/Div — Sold

CVS Health Corp — Int/Div — Sold

Darling Ingredients Ing — Int/Div — Sold

Delta Air Lines Inc — Int/Div — Sold

Devon Energy Corp — Int/Div — Sold

Dick's Sporting Goods — Int/Div — Sold

Dow Dupont Inc — Int/Div — Sold

Electronic Arts — Int/Div — Sold

Envision Health Care Corp — Int/Div — Sold

EOG Resources Ing — Int/Div — Sold

Exxon Mobil Corp — Int/Div

Facebook Inc — Int/Div — Sold

Fed Home LN Mig — Int/Div — Sold

Fed Natl Mig Assn Pool — Int/Div — Sold

Fidelity Hereford Street Trust Daily MM #3 — None — Buy

Fiserv Inc — Int/Div — Sold

Fleetcor Technologies Inc — Int/Div — Sold

Foot Locker Inc — Int/Div — Sold

Ford Motor Co — Int/Div — Sold

General Electric Cap Corp — Int/Div

General Motors Co — Int/Div — Sold

Gillead Sciences Inc — Int/Div — Sold

Global Pmits Inc — Int/Div — Sold

Goldman Sachs Group Inc — Int/Div — Sold

Halliburton Co Hdlg Co — Int/Div — Sold

HCA Hidgs Inc — Int/Div — Sold

Hanes Brands Inc — Int/Div — Sold

Home Depot Inc — Int/Div — Sold

Huntimgton Bancshares Inc — Int/Div — Sold

Ingersoll Rand PLC SHS — Int/Div — Sold

Intel Corp — Int/Div — Sold

Intercontinental Exchange Inc — Int/Div — Sold

IPG Phototronics Corp — Int/Div — Sold

Jabil Circuit Inc — Int/Div — Sold

INL Growth Allocation — Int/Div

INL American Funds Balanced — Int/Div

INL Invesco Small Cap Growth — Int/Div

INL Morgan Midcap Growth — Int/Div

INL Mellon Capital Consumer Disretionary Sector — Int/Div

INL Mellon Capital Heathcare Sector — Int/Div

INL Mellon Capital Nasdaq 100 — Int/Div

INL S&P 4 — Int/Div

INL S&P Competive Advantage — Int/Div

INL T Rowe Price Established Growth — Int/Div

Kroger Co Com — Int/Div — Sold

Laboratory Corp Amer Hides — Int/Div — Sold

Estee Lauder Companies Inc — Int/Div — Sold

Lear Corp — Int/Div — Sold

Lincoln Natl Corp — Int/Div — Sold

Lockheed Martin Corp — Int/Div — Sold

Lowes Cos Inc — Int/Div — Sold

Mastercard Inc — Int/Div — Sold

McKesson Corp — Int/Div — Sold

Merck Corp — Int/Div — Sold

Mettler-Toledo Intl — Int/Div — Sold

Microsoft Corp — Int/Div — Sold

Middleby Corp — Int/Div — Sold

Monster Beverage Corp — Int/Div — Sold

JP Morgan Chase & Co — Int/Div — Sold

Morgan Stanley Mtn — Int/Div — Sold

NCR Corp — Int/Div — Sold

Netflix Com Inc — Int/Div — Sold

Nike Inc — Int/Div — Sold

Nordson Corp — Int/Div — Sold

Northrop Gruman Corp Hidg Co — Int/Div — Sold

Nvidia Corp — Int/Div — Sold

Oceaneering Intl — Int/Div — Sold

Occidental Petroleum Corp — Int/Div — Sold

Omnicom Group — Int/Div — Sold

Orracle Corp — Int/Div — Sold

Paramount Group Inc — Int/Div — Sold

Pinnacle Foods Inc — Int/Div — Sold

Proctor & Gamble Co — Int/Div — Sold

Prologs In — Int/Div — Sold

Prudential Finl Inc — Int/Div — Sold

Sabre Corp — Int/Div — Sold

Shell International Fin — Int/Div — Sold

Sherwin Williams Co — Int/Div — Sold

Spectrum Brands Hldgs Inc — Int/Div — Sold

Spirit Aerosystems Hides Inc — Int/Div — Sold

Southern Co — Int/Div — Sold

Starbucks Corp — Int/Div — Sold

Suntrust Banks Inc — Int/Div — Sold

Sysco Corp — Int/Div — Sold

TXJ Cos Inc — Int/Div — Sold

Total Sys Sves — Int/Div — Sold

Trimble Inc — Int/Div — Sold

Tupperware Brands Corp — Int/Div — Sold

Umpqua Hidgs Corp — Int/Div — Sold

Union Pacific Corp — Int/Div — Sold

United Health Group — Int/Div — Sold

United Rentals Inc — Int/Div — Sold

US Treasury BDS — Interest — Sold

US Treasury Notes — Interest — Sold

US treasury Notes — Interest — Sold

US Treasury Notes — Interest — Sold

US Treasury Note 2.373 — Interest — Sold

US Treasury Note 875 — Interest — Sold

US Treasury Note 1.5 — Interest — Sold

US Treasury Note 1.0 — Interest — Sold

US Treasury Note 1.375 — Interest — Sold

Valero Energy Corp — Int/Div — Sold

Verizon Communications Inc — Int/Div — Sold

Versik Analytics Inc — Int/Div — Sold

Visa Inc — Int/Div — Sold

Wabco Hldgs Inc — None — Sold

Waters Corp — Int/Div — Sold

Wells Fargo Co — Int/Div

Williams Sonoma Inc — Int/Div — Sold

Zimmer Biomet Hides Inc — Int/Div — Sold

Zoetis Inc — Int/Div — Sold

Accenture PLC — Distribution — Sold

Activision Blizzard Inc — Int/Div — Sold

Adidas AG ADR EA — Int/Div — Sold

Aetna Inc — Int/Div — Sold

Agilent Tech Inc — Int/Div — Sold

Akamai Technologies Inc — Int/Div — Sold

Allegheny Tech Inc — Int/Div — Sold

Amenicant Tower Corporation — Int/Div — Sold

Amensource Bergen Corp — Int/Div — Sold

Ametek Inc — None — Sold

Ansys Inc — Int/Div — Sold

Aptiv Inc — Int/Div — Sold

Aphabet Inc — Int/Div — Sold

Apple Inc — Int/Div — Sold

Amgen Inc — Int/Div — Sold

Arrow Electronics Inc — None — Sold

AT&T Inc — Int/Div

Autodesk Inc — Int/Div — Sold

Avery Dennison Corp — Int/Div — Sold

BB&T Comp — Int/Div — Sold

Bank of the Ozarks — Int/Div — Sold

Bard CR Inc — Int/Div — Sold

Bio Rad Laboratories Inc — Int/Div — Sold

Black Kmght Finl ACXA Inc — Int/Div — Sold

BorgWamer Inc — Int/Div — Sold

Boston Properties Inc — Int/Div — Sold

CBRE Group Inc — Int/Div — Sold

CDW Corp com — Int/Div — Sold

Cabot Corp — Int/Div — Sold

Camden PPTYTR SH Ben Inc — Int/Div — Sold

Canadian RY LTD — Int/Div — Sold

Capital One Finl Corp — Int/Div — Sold

Camival Corp Paired CTF — Int/Div — Sold

Cetene Corp Del — Int/Div — Sold

Chevron Corp — Int/Div — Sold

CHR Hansen Hldg — Int/Div — Sold

Chubb Limited — Int/Div — Sold

Comcast Corp — Int/Div — Sold

Cimarex Energy Co — Int/Div — Sold

Cisco Sys Inc — Int/Div — Sold

Citigroup Inc — Int/Div — Sold

Colomplast UNSP — Int/Div — Sold

Compass Group PLC — Int/Div — Sold

Continental Res Inc — Int/Div — Sold

Core Laboratories NV — Int/Div — Sold

CSL LTD Sposored ADR — Int/Div — Sold

CSX Corp — Int/Div

Cummins Inc — Int/Div — Sold

Darden Restaurants — Int/Div — Sold

Darling Ingredients Ine — Int/Div — Sold

Delta Air Lines Inc — Int/Div — Sold

Dentsply Sirona Inc — Int/Div — Sold

Devon Energy Corp — Int/Div — Sold

Dover Corp — Int/Div — Sold

DR Horton Inc — Int/Div — Sold

Dow Dupont Inc — Int/Div — Sold

DSV As Adr — Int/Div — Sold

Eastman Chem Co — Int/Div — Sold

Eaton Vance Corp — Int/Div — Sold

Echostar Corp — Int/Div — Sold

Emcor Group Inc — Int/Div — Sold

FOG Resources Inc — Int/Div — Sold

Essilor Intl S A — Int/Div — Sold

Experian PLC — Int/Div — Sold

Exxon Mobil Corp — Int/Div

Gatx Corp — Int/Div — Sold

Gilead Sciences Inc — Int/Div — Sold

General Dynamics Corp — Int/Div — Sold

General Motors Co — Int/Div — Sold

Global Pmts Inc — Int/Div — Sold

Halliburton Co Hidg — Int/Div — Sold

HDFC Bank LTD — Int/Div — Sold

Hermes Intl — Int/Div — Sold

Home Depot Inc — Int/Div — Sold

Icon PLC SHS — Int/Div — Sold

Inditex — Int/Div — Sold

Intel Corp — Int/Div — Sold

Intercontmental Exchange Inc — Int/Div — Sold

Intuit — Int/Div — Sold

JP Morgan Chase & Co — Int/Div — Sold

Jabil Circuit Ing — Int/Div — Sold

Keveorp — Int/Div — Sold

Keysight Technologies Inc — Int/Div — Sold

Lear Corp — Int/Div — Sold

Lincoln Natl Corp — Int/Div — Sold

Lowes Cos Inc — Int/Div — Sold

Luxotica Group — Int/Div — Sold

LVMH Moet Hennessy Vuitton SE — Int/Div — Sold

Masco Corp — Int/Div — Sold

Mednax Inc — Int/Div — Sold

Micosoft Corp — Int/Div — Sold

Nestle A — Int/Div — Sold

Newfield Exploration — Int/Div — Sold

Northrop Grumman Corp Hldg Co — Int/Div — Sold

Novozymes AS — Int/Div — Sold

Nvidia Corp — Int/Div — Sold

Packaging Corp — Int/Div — Sold

Proctor & Gamble — Int/Div — Sold

Progressive Corp Ohio — Int/Div — Sold

Prologis Inc — Int/Div — Sold

Prudential Fnancial Inc — Int/Div — Sold

Raymond James Finl Inc — Int/Div — Sold

Reckitt Benckiser Group — Int/Div — Sold

Renaissance Hldgs LTD — Int/Div — Sold

Reinsurance Group America Inc — Int/Div — Sold

Republic Services Inc — Int/Div — Sold

Sabre Corp — Int/Div — Sold

The Scotts Miracle Gro Co — Int/Div — Sold

Sealed Air Corp — Int/Div — Sold

Soap On Inc — Int/Div — Sold

Stanley Black & Decker — Int/Div — Sold

Stifel Finl Corp — Int/Div — Sold

Synopsys Inc — Int/Div — Sold

Synchrony Financial Com — Int/Div — Sold

Syemex Corp — Int/Div — Sold

Sysco Corp — Int/Div — Sold

Taiwan Semiconductors MFG LTD — Int/Div — Sold

Tencent Hldgs Limited — Int/Div — Sold

TIX Cos Inc — Int/Div — Sold

Total Svs Sves Inc — Int/Div — Sold

United Health Group — Int/Div — Sold

Valero Energy Corp — Int/Div — Sold

Wal Mart Stores Inc — Int/Div — Sold

Wal Mart De Mexico SAB De CV — Int/Div — Sold

WEC Energy Group Inc — Int/Div — Sold

Woodward Inc — Int/Div — Sold

Xilinx Inc — Int/Div — Sold

South State Bank — Interest

North Carolina Rental Property 100% Transylvania County, NC — Rent

Lain Farm, Johnson County, Indiana — Reat

South Carolina State Deferred Comp Plan — Int/Div

South Carolina State Retirement Plan — Int/Div

MassMutual Life Ins (MML Equity Fund Portfolio) — Int/Div

Russell 2000 Index - Kim IRA — Int/Div

S&P SOO Index - Kim IRA — Int/Div

MSCI EAFE « Kim IRA — Int/Div

Promontory FDIC MM - Kim IRA — None — Buy

Russell 2000 Index - Kim Non Qualified Acct, — Int/Div

S & P S00 Index - Kim Non Qualified Acct — Int/Div

MSC EAFE - Kim Non Qualified Acct — Int/Div

S58.

Reimbursement — SARE ERA Group, Bar Organization nongov

Spouse's income — 2018 — Medical Director. Sharing Hope

Spouse's income — 2018 — Newberry Pathology Associates - Autopsy Services

Spouse's income — 2018 — Springer Publishing - Book Royalties

Explanations for Part VIL Investments and Trusts

1. The rental property listed in Part VIL, line 545 is located in Translyvania County, North Carolina, USA.

2. Lain Farm listed on fine 546.

Lain Farm

value cost R Annual Rental Income E (This property was purchased in 1981 and is located outside the city limits in Johnson County,

Indiana, USA. Life Valuemark 11

3. Article 5 Trust consist of lines: 62, 128, 154-156, 158-164, 181-185, 195, 201, 204, 209, 215,257,308, 312, 317, 433 und 463.

4. Article 6 Trust consist of lines: 28, 31, 34, 35, 38, 41, 42, 43, 46, 47, 50, 59, 60, 61, 67, 68, 74-77, 80, K2-84, 87-92, 97-99, 104-109, 111, 120-124, 127, 131,

137, 152 and 413.

5. Westinghouse Air Brake Technology Corp (lines 24, 152, 257). Broker unable to provide date of purchase.

6. Advantix Inc. Line 28, erroncously omitted in 2017. Spinoff of Honeywell 10/16/2016.

7. Fidelity Money Market Acct (Lines 65 and 66) name changed to Fidelity Hereford Street Trust Daily MM,

8%. Micro Focus Intl, Line 106 formed through merger 2017, erroneously omitted.

This is a copy of a public record, reproduced as it was published. It is not legal advice, and it may not be the version a court would rely on. Check the official source before you cite it.