Cary Douglas Pugh

Suntrust Bank accounts — Interest

Vanguard Retirement 2030 — Int/Div

Vanguard Institutional Index — Int/Div

American Funds EuroPacific Growth — Int/Div

IRA #)

T Rowe Price Retirement 2030 — Int/Div

IRA #2

Clearbridge Value Trust — Int/Div

Miller Opportunity Trust — Int/Div

IRA #3

Integrity Growth & Income Fund — Int/Div — Sold

Oppenheimer Equity Fund — Int/Div — Sold

Vanguard 500 Index Fund — Int/Div

Powershares QQQ Trust — Int/Div

T. Rowe Price Overseas Dividend Stock Fund — Int/Div — Buy

Project Capital 2006 LLC — Int/Div — Sold (part)

Project Capital 2008 LLC — Int/Div — Sold (part)

Brokerage account #1

Berkshire Hathaway B — None — Buy (add'l)

Coca-Cola common — Int/Div

GE common — Int/Div — Sold

Intel common — Int/Div

Microsoft common — Int/Div

Bank of the James common — Int/Div

Walt-Disney common — Int/Div

TD Ameritrade FDIC Insured Deposit Account — Interest

T Rowe Price Equity Index S00 — Int/Div

T Rowe Price Retirement 2030 — Int/Div

T Rowe Price Virginia Tax Free Bond — Int/Div

Farmers Bank of Appomattox common — Int/Div

MassMutual Whole Life — Interest

Installment Note — Int/Div — Buy — Kapier

Attormmey-in-fact, POA #

Atormeyv-m-fact, POA 42

Reimbursement — American Bar Association Section on Taxation — OS/ 12018-05/12201 — Washington, DC — Participating in tax conference — food

Reimbursement — American Bar Association Section on Taxation — 06 142018-06/ 16/201 1 — Miami, FL — Speaking at tax conference — transportanon, lodging, food

Reimbursement — Hawai Tax Institute — 11/04/2018 1 1/08/7201 — Honolulu, HI — Speaking at tax conference — transportation, lodging, food

Investments listed on lines 17 and 18 of Part VII also produce other passive income reported on return because of partnership form and make annual cash

distributions (which do not constitute sales or redemptions of any of the interests held).

Investment listed on line 33 of Part VII represents seller financing provided to the buyer in connection with the sale on that date of an unimproved lot held as as a

potential buildable lot. (1 did not hold the lot for investment so neither it, not its sale, were reported on Part VIL)