Elizabeth Timothy

Lot - Abaco, Bahamas — None

BP Stock - Common — Dividend

Rental Property, Escambia County, Florida — Rent

Summit Bank - Cash/Checking Account — Interest — Merged (with line 8)

Raymond James - Roth IRA- invested solely in UAA Class A — None — Merged (with line 9)

Raymond James - Mut Fnd Lord Abbett Short Duration Income Fund (LDLAX) — Int./Div. — Sold

Raymond James - Mut Fnd Lord Abbett Bond Debenture Fund (BDLAX) — Int./Div. — Sold

BankcorpSouth - Checking Account (X) — Interest

Infinex Financial Group - Roth IRA - invested solely in UAA Class A (X) — None

Liability — BancorpSouth — Personal Line of Credit

Liability — BancorpSouth — Home Equity Line of Credit on Rental Property, Escambia County, Florida (Part VII, line 3)

Liability — Summit Bank — Personal Line of Credit (unsecured) (merged with line 3)

Liability — Summit Bank — Home Equity Line of Credit on Rental Property, Escambia County, Florida ) (merged with line 4)

Spouse's income — 2019 — Self-Employed Attorney

Relevant to Parts VI and VII: BancorpSouth merged with Summit Bank in October 2019, and shortly thereafter the Raymond James accounts (previously managed

by a Summit Bank-affiliated broker) were to be transferred to Infinex Financial Group for managment (see Part VII, lines 5-7). I sold all Raymond James

Accounts, other than the Roth IRA, in 2019. Thus, only the IRA was transferred to Infinex for management (see Part VII, lines 5, 9).