William Byrd Traxler jr

(2) Leon County, Fla. — None

(3) Leon County, Fla. — None

Sonoco stock (common) — Dividend

American Funds: Washington Mutual Investors Fund IRA — Dividend — Sold (part)

Motorola Solutions stock (common) — Dividend

McDonalds stock (common) — Dividend

Kellogg's stock (common) — Dividend

RPM stock (common) — Dividend

Truist (formerly Sun Trust) stock (common)` — Dividend — Sold (part)

Family Trust #1 (H) - Income Beneficiary

Wells Fargo National Bank - cash account — Interest

Greenville County, SC — Rent

TD Bank - cash equivalent account — Interest

Vanguard Group Funds: Growth & Income Portfolio — Dividend

American Funds: Growth Fund of America IRA — Dividend

American Funds: New Perspective Fund IRA — Dividend

First Citizens Bank - cash equivalent account — Interest

Ameritrade IRA (H)

MIPS Technologies stock (common) — Dividend

Honeywell stock (common) — Dividend

Applied Materials stock (common) — Dividend

Texas Instrument stock (common) — Dividend

Truist (formerly BB&T) stock (common) — Dividend

Home Depot stock (common) — Dividend

Athene -- whole life insurance policies — Interest

Protective Life -- whole life insurance policy — Interest

Jefferson National Life -- whole life insurance policy — Interest

Conagra stock (common) — Dividend

Regions Financial Corp. stock (common) — Dividend

Jefferson County, Florida — Rent

Pfizer stock (common) — Dividend

SPDR Trust Series 1: SPY Fund — Dividend

Antigonish County, Nova Scotia, Canada — None

RBC Bank - Canada - cash equivalent accounts — None

TD Canada Trust - Canada - cash equivalent accounts — None

Southern First Bank - cash equivalent accounts — Interest

Pinnacle Bank - cash equivalent accounts — Interest

United Community Bank - cash equivalent accounts — Interest

Grand South Bank - cash equivalent accounts — Interest

TD Canada Trust - Canada - cash equivalent accounts — Interest

Fidelity Investments: MSCI Financials Index ETF (equity security) — Dividend

SC State Pub Svc Auth Rev 7 Bond — Interest

Henderson County, NC — None

Heritage Federal Credit Union cash equivalent account — Interest

State Street Global Advisors: SPDR DJIA ETF (equity security) — Dividend

INVESCO: Invesco QQQ ETF (equity security) — Dividend

Family Trust #2 (H) (X)

AGNC Investment (common stock) (X) — Dividend

Anworth Mortgage Asset (common stock) (X) — Dividend

Bristol-Myers Squibb (common stock) (X) — Dividend

Cisco Systems (common stock) (X) — Dividend

Ebay (common stock) (X) — Dividend

Lowe's (common stock) (X) — Dividend

Mastercard (common stock) (X) — Dividend

Paypal (common stock) (X) — Dividend

Pfizer (common stock) (X) — Dividend

Procter & Gamble (common stock) (X) — Dividend

Ameritrade Cash Equivalent Account (X) — Interest

Leon County, FL (X) — None

Macon County, NC (X) — None

Truist Financial - Cash Equivalent Account (X) — Interest

Agreement — 05/00/92 — State of S.C. Circuit Judge Retirement benefit (see III.A.1)

Income — 2019 — State of S.C. Circuit Judge Retirement benefit — $87,210.84

Spouse's income — 2019 — State of S.C. Retirement benefit

Spouse's income — 2019 — Greenville TEC

In Parts II and III.A.1 -- I am eligible for a lifetime monthly retirement benefit of approximately 18/24 of 71.3% of the salary of a Circuit Judge of South Carolina.

Payment began when I turned 55 years of age on May 1, 2003.

In Part VII, #9 and #23 -- BB&T and SunTrust banks merged to become Truist Financial Corporation on or about 12/06/2019.

In Part VII, #41, #45, and #46 -- My understanding is that the appropriate description for a unit of ownership in an exchange traded fund (ETF) is "equity security."