James Harvie Wilkinson 3

Deere & Co Common Stock — Int/Div

Trust#1

Albemarle Corp Common Stock — Int/Div

AT&T Common Stock — Int/Div — Sold (part)

DowDuPont Inc. Common Stock — Int/Div

Duke Energy Corp Common Stock — Int/Div

Enbndge Inc. Common Stock — Int/Div

General Electric Corp Common Stock — Int/Div

Johnson & Johnson Common Stock — Int/Div

Kraft Heinz Co Common Stock — Int/Div

Lilly Eli & Co Common Stock — Int/Div

Merck & Co Common Stock — Int/Div

Mondelez Intemational Inc Common Stock — Int/Div

Pfizer Inc Common Stock — Int/Div

Proctor & Gamble Co Common Stock — Int/Div

Royal Dutch Petroleum Shell Co Common Stock — Int/Div

SunTrust Banks Inc Common Stock — Int/Div

Vanguard 500 Index Fd — Int/Div — Buy (add'l)

Vanguard Emerging Markets Stock Index Fund — Int/Div — Buy

Vanguard FTSE Emerging Mkts ETF — Int/Div

Vanguard Limited-Term Tax-Exempt Fund — Int/Div — Buy (add'l)

Vanguard Mid-Cap Value Index Fund Admiral — Int/Div

Vanguard Small-Cap Value Index Fund — Int/Div

Vanguard Developed Mkts Index Fd — Int/Div

Federated Fd - TR MMMKT — Interest

IRA #1

Vanguard 500 Index Fd — Int/Div

Vanguard Dev Mkts Index Fd — Int/Div

Vanguard FTSE Emerging Mkts E17 — Int/Div

Vanguard Growth Index Fd — Int/Div

Vanguard Mid-Cap Value Index Fund Admiral — Int/Div

Vanguard Small-Cap Index Fund — Int/Div

PWM Fid Master Dept Acct - SunTrust Money Mkt — Interest

Trust #2

Albemarle Corp Common Stock — Int/Div

AT&T Inc Common Stock — Int/Div

DowDuPont Inc. Common Stock — Int/Div

Duke Energy Corp Common Stock — Int/Div

Enbridge Inc. Common Stock — Int/Div

Johnson & Johnson Common Stock — Int/Div

Lmcoln Natl Corp Common Stock — Int/Div

Merck & Co Inc Common Stock — Int/Div

Phizer Inc Common Stock — Int/Div

Royal Dutch Shell Sponsored Common Stock — Int/Div

Vanguard 500 Index Fund — Int/Div

Vanguard Dev Mkts Index Fd — Int/Div

Vanguard Bmergmg Markets Stock Index Fund — Int/Div — Buy

Vanguard Growth Index Fd — Int/Div

Vanguard Intermediate Term Tax-Exempt Fund — Int/Div — Buy (add'l)

Vanguard Mid-Cap Growth Index Fund — Int/Div — Buy

Vanguard Mid-Cap Value Index Fund Admiral — Int/Div — Sold (part)

Vanguard - Small Cap Index — Int/Div

Federated Fd - TR MMMKT — Interest

Deposit Accounts

SunTrust Interest Checking #1 — Interest

SunTrust Checking #2 — None

SunTrust Checking #3 — None

Trust 43

Federated Strategic Value Fd — Int/Div — Sold

Vanguard 500 Index Fd — Int/Div — Buy (add'l)

Vanguard Dev Mkts Index Fd — Int/Div — Buy (add'l)

Vanguard Dev Mkts Index Fd — Buy (add'l)

Vanguard Emerging Markets Stock Index Fund — Int/Div — Buy

Vanguard Emerging Markets Stock Index Fund — Buy (add'l)

Vanguard Growth Index Fd — Int/Div

Vanguard Lumited-Term Tax-Exempt Fd — Int/Div

Vanguard Mid-Cap Value Index Fund Admiral — Int/Div

Vanguard Russell 1000 Value Index Fund — Int/Div — Buy

Vanguard Russell 1000 Value Index Fund — Buy (add'l)

Virtus Ceredex Large-Cap Value Equity R6 — Int/Div — Sold (part)

Virtus Ceredex Large-Cap Value Equity R6 — Sold

PWM Fid Master Dept Acct - SunTrust Money Mkt — Interest

Davenport Brokerage

Davenport Core Mutual Fund (X) — Int/Div

Davenport Equity Opptys Mutual Fund (X) — istnbution

US Treasury Oligs Cui (X) — Interest

Director, Virginia Historical Society

Income — 2018 — Oxtord University Press, book royalties — $396.00

Income — 2018 — Encounter Books, book royalties — $620.00

Part I: Positions

1 receive no compensation for my service. The start date for each non-profit position was June, 2013

Part II: Agreements

RE: I will rec, contd... in any benefit plan provided by the University, although past pension benefits are vested. My mortgage was provided at a favorable rate

available to faculty members and had to be refinanced within 6 months of leaving the University. The mortgage was paid in full on 02/09/1985,

Part VII: Investments and Trusts

Trust #1

My Revocable Trust

IRA

My current IRA

Trust #2

I evocable Trust

Trust #3

Irrevocable GST Trust for me (from

I vs

This trust was created from [Ji]

Trust (her Revocable Trust became an Irrevocable Interim Trust - after her death) which was split into two shares, after

IRS approval wus received, for]

and me. My share later became this trust.

Davenport Brokerage

I occount

These two mutual funds and the U.S. Treasury Oligs were inherited by [lj Ill from [I IEE i» 2018.