Jerusha T. Adams

Regions Bank Cash Account — None

BBVA Compass Cash Account — None

Prudential IRA (H)

Fidelity Treasury MMKT FD — Dividend

Allianzegi Technology Inst. — Dividend

Clearbridge Small Cap Growth FD CL IS — Dividend

PIMCO INTL BD U.S. Dollar-Hedged INST — Dividend

PIMCO Income Fund Institutional Fund — Dividend

PGIM Jennison Utility CL Z — Dividend

BNY Mellon Global Stock I — Dividend

Touchstone Flexible Income Fund CL Y — Dividend

Victory RS Science Technology FD CL Y — Dividend

Virtus Ceredex MID CAP Value Equity I — Dividend

Wells Fargo ADVT Special SM CAP INSTL — Dividend

Fidelity Advisor Growth OPP CL Z — None

PIMCO Emerging Markets Bond — Dividend

PGIM Total Return Bond CL Z — Dividend

Shareholder, Capell & Howard P.C.

Board Member, Girl Scouts of Southern Alabama

Board Member, Montgomery Area Food Bank

Officer, Hugh Maddox Inn of Court

Gift — Exempt

Liability — American Education Services — Education Loan

Liability — BBVA Compass Bank — Personal Loan

Liability — AAA — Credit Card

Reimbursement — Exempt

Income — 2018 — Capell & Howard, P.C. - income for legal services — $9,375.00

Income — 2019 — Capell & Howard, P.C. - income for legal services — $117,764.00

Income — 2019 — Capell & Howard, Investment Partners - investment property — $1,936.00