James E. Gates

IRA Account #1 (H)

UBS Bank Account — Interest

Fundamental Investors (American Funds) — Dividend

Growth Fund of America (American Funds) — Dividend

Investment Co. of America (American Funds) — Dividend

New Ecomony Fund (American Funds) — Dividend

Washington Mutual Investors Fund (American Funds) — Dividend

American Balanced Fund (American Funds) — Dividend

Capital Income Builder (American Funds) — Dividend

The Bond Fund of America (American Funds) — Dividend

The Income Fund of America (American Funds) — Dividend

U.S. Treasury (I bonds, notes) — Interest

Brokerage Account (H)

Vanguard 500 Index Fund — Dividend

Vanguard Small Cap Index Fund — Dividend

Vanguard Mid Cap Index Fund — Dividend

Vanguard Prime Money Market Fund — Dividend — Sold (part)

Vanguard Prime Money Market Fund — Sold (part)

Vanguard Tax-Managed Balanced Fund — Dividend

IRA Account #2 (H)

Vanguard Small Cap Index Fund — Dividend — Buy (add'l)

Vanguard Mid Cap Value Fund — Dividend — Buy (add'l)

Vanguard 500 Index Fund — Dividend — Sold (part)

Vanguard 500 Index Fund — Sold (part)

Vanguard 500 Index Fund — Sold (part)

Vanguard Prime Money Market Fund — Dividend — Sold (part)

Vanguard Prime Money Market Fund — Buy (add'l)

Spouse's income — 2019 — North Raleigh United Methodist Church--salary

Part III.B, line 1. Spouse's income paid Jan. through May and Sept. through Dec. in reporting period.