J. Craig Whitley

CBF Agg Growth Fund — Int/Div — Sold (part)

CBF Agg Growth Fund — Int/Div — Sold (part)

Clearbridge Small CAP World Fund f/k/a Clearbridge Small Cap Fund — Int/Div

American Funds New Perspective Mutual Fund — Int/Div — Buy

American Funds Washington Mutual Funds — Int/Div

Am Fds Inflation Bd Fd — Int/Div — Buy

Cap World Bd Fd — Int/Div — Buy

RBC Money Market Sweep Account — Interest — Sold (part)

RBC Money Market Sweep Account — Interest

RBC Money Market Sweep Account — Interest

Belmont Federal Savings & Loan Account — Interest

American FundsTempleton Dev Mkt Foreign Mutual Fund — Int/Div

American Funds Washington Mutual Funds — Int/Div

American Funds Growth Fund of America Mutual Fund — Int/Div — Buy

American Funds New Perspective Mutual Fund — Int/Div

Royce Total Return Fund, wka/ Royee FD — Int/Div — Sold

Europac Growth Fund — Int/Div

Invesco Am Fr Fund Class A — Int/Div — Sold

Wells Fargo fk/a Wachovia Bank Various Accounts — Interest

American Funds U.S. Government Money Market Fund — Int/Div

Invesco AIM Investments European Growth Fund Class A — Int/Div

American Funds Investment Co of America Class A — Int/Div

RBC Money Market Sweep Account — Interest

RBC Money Market Sweep Account — Interest

RBC Money Market Sweep Account — Interest

Small Cap World Fund — None — Buy

Goldman Sachs Bank CD — Interest

RBCCD — Interest

TRLST

Residential Lot #1, Gaston County, NC — None — Sold

Residential Lot #2, Gaston County, NC — None — Sold

Residential Lot #3, Gaston County, NC — None

Residential Lot 44, Gaston County, NC — None

Residential Lot #5, Gaston County, NC — None

Residential Lot #6, Gaston County, NC — None

Residential Lot #7 (1/2 Interest) Gaston County, NC — None

Residential Lot #8 (1/2 Interest) Gaston County, NC — None

Residential Lot #9 (1/2 Interest) Gaston County, NC — None

Residential Lot #10 (1/2 Interest) Gaston County, NC — None

Residential Lot #11 (1/2 Interest) Gaston County, NC — None

Residential Lot #12 (1/2 Interest) Gaston County, NC — None

Belmont Federal Various Accounts — Interest

Reimbursement — North Caroling Bar Association — 11/01.2018 11/032018 — Pmchurst, North Carolina — Attend State Bankruptcy Seminar — Meals, hotel, and trunsportation.

Spouse's income — 2018 — Self-employed attorney

Line No. 11: RBC Money Market Sweep Account was left off my 2017 Report.

Line No, 29: RBC CD was left off my 2017 Report.