Cary Douglas Pugh

Suntrust Bank accounts — Interest

401(k) (H)

Vanguard Retirement 2030 — Dividend

Vanguard Institutional Index — Dividend

American Funds EuroPacific Growth — Dividend

IRA #1 (H)

T Rowe Price Retirement 2030 — Dividend

IRA #2 (H)

Clearbridge Value Trust — Dividend

Miller Opportunity Trust — Dividend

IRA #3 (H)

Vanguard 500 Index Fund — Dividend

Powershares QQQ Trust — Dividend

T. Rowe Price Overseas Dividend Stock Fund — Dividend

Project Capital 2006 LLC — Int./Div.

Project Capital 2008 LLC — Int./Div.

Brokerage account #1 (H)

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

Berkshire Hathaway B — Buy (add'l)

Coca-Cola common — Dividend

Intel common — Dividend

Microsoft common — Dividend

Bank of the James common — Dividend

Walt-Disney common — Dividend

TD Ameritrade FDIC Insured Deposit Account — Interest

T Rowe Price Equity Index 500 — Dividend

T Rowe Price Retirement 2030 — Dividend

T Rowe Price Virginia Tax Free Bond — Dividend

Farmers Bank of Appomattox common — Dividend

MassMutual Whole Life Insurance Policies — Interest

Installment Note — Int./Div. — Matured (part) — Michael Kapfer

Installment Note — Matured (part) — Michael Kapfer

Installment Note — Matured (part) — Michael Kapfer

Installment Note — Matured (part) — Michael Kapfer

Attorney-in-fact, POA #1

Reimbursement — American Bar Association Section on Taxation — 05/09/2019-05/11/2019 — 9 Washington, DC — Participating in tax conference — food

Reimbursement — California Lawyers Association — 03/13/2019-03/14/2019 — 9 San Francisco, CA — Speaking at tax conference — transportation, lodging, food

Investments listed on lines 15 and 16 of Part VII produce 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) but no distributions were made in 2019.

Investment listed on line 31 of Part VII represents seller financing provided to the buyer in connection with the sale on 07/13/18 of an unimproved lot held as a

potential buildable lot. The borrower made several payments of principal and accrued interest.