Jeffrey Cavender

Roth IRA #22 (H)

Suntrust Bank Cash Accounts — Interest

Wells Fargo Bank Cash Accounts — Interest

IRAZI(H)

American Funds AMCAP Fund-A — Int/Div — Buy (add'l)

American Funds American Balanced Fund- A — Int/Div — Buy (add'l)

American Funds Capital Income Builder-A — Int/Div — Buy (add'l)

American Funds Capital World Growth and Income Fund-A — Int/Div — Buy (add'l)

American Funds Fundamental Investors-A — Int/Div — Buy (add'l)

American Funds The Growth Fund of Amenica-A — Int/Div — Buy (add'l)

American Funds New Perspective Fund-A — Int/Div — Buy (add'l)

Amencan Funds New World Fund-A — Int/Div — Buy (add'l)

American Funds SMALLCAP World Fund-A — Int/Div — Buy (add'l)

American Funds Washington Mutual Investors Fund-A — Int/Div — Buy (add'l)

IRA #22 (H)

Amencan Funds Capital Income Builders — Int/Div

American Funds Capital World Growth and Income Fund — Int/Div

American Funds Fundamental Investors — Int/Div

American Funds The Growth Fund of America — Int/Div

American Funds New Perspective Fund — Int/Div

American Funds SMALLCAP World A — Int/Div

Roth IRA #1 (H)

Fidelity Government Cash Reserves — Interest — Sold (part)

ACH Worldwide Ine. Common Stock — None — Sold

Intel Corp. Common Stock — Int/Div

Fidelity Blue Chip Growth — Int/Div — Buy

American Funds Capital World Growth & Income Fund A Shares — Int/Div

SunTrust Bank Common Stock — Int/Div — Sold

The CocaCola Company Common Stock — Int/Div

Principal Financial Common Stock — Int/Div

Troutman Sanders LLP Capital Account — None — Distributed

Troutman Sanders LLP Cash Balance Pension Plan (H)

Vanguard Target Retirement 2035 — Int/Div — Closed

Troutman Sanders LLP Cash and Deferred Profit Sharing Plan (H)

Schwab Managed Retirement Target Fund M38 1IV — Int/Div

Troutman Sanders LLP Health Savings Account — Interest — Closed

Guardian Whole Life Insurance Policy — Int/Div

Metlife Whole Life Insurance Policy — Int/Div

Webster Bank Health Savings Account — Interest

Partner, Troutman Sanders LLP

Director, Chair, Atlanta Bar Association Bankrupty Section

Member, Berry College Planned Giving Council

Member, American Bankruptey Institute Southeastern Workshop Advisory Board

2011, Troutman Sanders LLP Partnership Agreement

Trustee, Non-Family Insurance Trust

Chair of New Members Commuttee, National Conference of Bankruptcy Judges

Gift — Atlanta Bar Association, Bankruptcy } Section — Investiture Courthouse Reception — $722.10

Gift — State Bar of Georgia — Investiture Courthouse Reception — $722.10

Gift — Troutman Sanders LLP — Judicial Robe — $464.95

Gift — Troutman Sanders LLP — Firm Departure/Retirement Party — $2,944.61

Gift — Anonymous (see Part VII for explanation) — Investiture Celebration — $3,795.57

Gift — Southeastern Bankruptcy Law Institute — Investiture Courthouse Reception — $722.11

Gift — International Women's Insolvency & Restructuring Confederation — Investiture Courthouse Reception — $722.11

Agreement — 2018 — Agreement with former firm Troutman Sanders LLP relative to compensation paid for work performed 1/1/18 through 3/1/18 and return of Capital.

Agreement — 2001 — Troutman Sanders LLP Cash or Deferred Profit Sharing Plan

Agreement — 2016 — Troutman Sanders LLP Partners’ Cash Balance Pension Plan

Agreement — 2016 — Troutman Sanders LLP Health Savings Plan

Reimbursement — cad oo Fal de dh lL Cada — Ete Clad Phin gaan’ V0 ee. Brg dint. of as outgoing chair of Atlanta Bar Bankrupty Section

Reimbursement — National Conference of : Bankruptcy Judges — October 27-31. 2018 — Austin, TX — National Conference ot Bankruptcy Judges — Hotel

Reimbursement — Bankrupty Section — 2018 — at Annual Bankruptcy Seminar

Income — 2018 — Troutman Sanders LLP — SO3. 184 43

Income — 2018 — Taylor, Bean & Whitaker Plan Trust — S1411.59

Spouse's income — 2018 — MS Realty, LLC (wages)

Spouse's income — 2018 — Math EH, LLC (wages)

Part 1. Positions:

1 resigned as a partner of Troutman Sanders LLP effective March 1, 2018,

My service as Chair and a Director of the Atlanta Bar Association Bankruptcy Section concluded in September of 2018.

I resigned as a member of the Berry College Planned Giving Council in February, 2018.

1 resigned as member of the American Bankruptey Institute Southeastern Workshop Advisory Board in February, 2018,

| resigned as trustee of the Non-Family Insurance Trust identified in Part | effective October 31, 2018. Assets of the trust involve a whole life insurance policy,

and neither 1, my spouse nor any of my dependent children (1) received income from the trust, or (2) had a beneficial interest in principal or income from the trust.

Therefore, there are no reportable assets in the Trust for purposes of Part VII of this Report. | received no compensation for my service as trustee.

Part 11. Agreements:

All compensation for services rendered while a partner of Troutman Sanders LLP has been paid and all Capital returned as of the date of this report.

My interest in the Troutman Sanders LLP Cash Balance Pension Plan was terminated in April, 2018 and all related funds have been transferred to IRA #1

identified in Part VIL

My interest in the Troutman Sanders LLP Health Savings Plan was terminated, and all funds are currently on deposit with Webster Bank as indentified in Part VIL

Part III-A. Noo-Investment Income.

Non-investment income from the Taylor, Bean & Whitaker Plan Trust represents distributions on a claim filed relative to severance benefits owed by a former

employer who filed for relief under Chapter 11 of the Bankruptcy Code.

Part V, Gifts

Explanation for source of the Investiture Celebration gift identified us Anonymous: My wife and | invited family, friends and colleagues to a celebratory cocktail

reception following my investiture ceremony to thank them for their support and encouragement. My wife and | intended to pay for the event out of our own

funds, but unbeknownst to us, a party or parties in attendance at the event voluntarily paid for the cost of the event anonymously. | have been unable to determine

who contributed to paying the cost of the event.