James Harvie Wilkinson 3

Trust # 1 (H)

Albemarle Corp Common Stock — Dividend

AT&T Common Stock — Dividend

Corteva Inc. — Dividend — Spinoff (from line 7)

Deere & Co Common Stock — Dividend — Sold (part)

Dow Inc. — Dividend — Spinoff (from line 7)

DuPont De Nemours Inc. Common Stock (formerly DowDuPont Inc.) — Dividend

Duke Energy Corp Common Stock — Dividend

Enbridge Inc. Common Stock — Dividend

General Electric Corp Common Stock — Dividend — Sold

Johnson & Johnson Common Stock — Dividend

Kraft Heinz Co Common Stock — Dividend — Sold (part)

Lilly Eli & Co Common Stock — Dividend

Merck & Co Common Stock — Dividend

Mondelez International Inc Common Stock — Dividend

Pfizer Inc Common Stock — Dividend

Proctor & Gamble Co Common Stock — Dividend

Royal Dutch Petroleum Shell Co Common Stock — Dividend

Truist Financial Corp Common Stock (formerly SunTrust Banks Inc.) — Dividend

Vanguard 500 Index Fd — Dividend

Vanguard Emerging Markets Stock Index Fund — Dividend

Vanguard FTSE Emerging Mkts ETF — Dividend

Vanguard Limited-Term Tax-Exempt Fund — Dividend

Vanguard Mid-Cap Value Index Fund Admiral — Dividend

Vanguard Small-Cap Value Index Fund — Dividend

Vanguard Developed Mkts Index Fd — Dividend

Wabtec Corp. Common Stock — None — Spinoff (from line 10)

Wabtec Corp. Common Stock — Sold

Federated Fd - TR MMMKT — Interest

IRA #1 (H)

Vanguard 500 Index Fd — Dividend

Vanguard Dev Mkts Index Fd — Dividend — Sold (part)

Vanguard Dev Mkts Index Fd — Sold (part)

Vanguard FTSE Emerging Mkts ETF — Dividend

Vanguard Growth Index Fd — Dividend

Vanguard Mid-Cap Value Index Fund Admiral — Dividend

Vanguard Small-Cap Index Fund — Dividend

PWM Fid Master Dept Acct - SunTrust Money Mkt — Interest

Trust #2 (H)

Albemarle Corp Common Stock — Dividend

AT&T Inc Common Stock — Dividend

Corteva Inc. — Dividend — Spinoff (from line 46)

Dow Inc. Common Stock — Dividend — Spinoff (from line 46)

DuPont De Nemours Inc. Common Stock (formerly DowDuPont Inc.) — Dividend

Duke Energy Corp Common Stock — Dividend

Enbridge Inc. Common Stock — Dividend

Johnson & Johnson Common Stock — Dividend

Lincoln Natl Corp Common Stock — Dividend

Merck & Co Inc Common Stock — Dividend

Pfizer Inc Common Stock — Dividend

Royal Dutch Shell Sponsored Common Stock — Dividend

Vanguard 500 Index Fund — Dividend

Vanguard Dev Mkts Index Fd — Dividend

Vanguard Emerging Markets Stock Index Fund — Dividend

Vanguard Growth Index Fd — Dividend

Vanguard Intermediate Term Tax-Exempt Fund — Dividend

Vanguard Mid-Cap Growth Index Fund — Dividend

Vanguard Mid-Cap Value Index Fund Admiral — Dividend

Vanguard - Small Cap Index Fund — Dividend

Federated Fd - TR MMMKT — Interest

Deposit Accounts (H)

SunTrust Interest Checking #1 — Interest

SunTrust Checking #2 — None

SunTrust Checking #3 — None

Trust #3 (H)

Vanguard 500 Index Fd — Dividend

Vanguard Dev Mkts Index Fd — Dividend

Vanguard Emerging Markets Stock Index Fund — Dividend

Vanguard Growth Index Fd — Dividend — Sold (part)

Vanguard Limited-Term Tax-Exempt Fd — Dividend — Buy (add'l)

Vanguard Mid-Cap Value Index Fund Admiral — Dividend

Vanguard Russell 1000 Value Index Fund — Dividend

PWM Fid Master Dept Acct - SunTrust Money Mkt — Interest

Davenport Brokerage (H)

Davenport Core Mutual Fund (X) — Dividend

Davenport Equity Opptys Mutual Fund (X) — Distribution

U S Treasury Oligs Cii (X) — Interest

Director, Virginia Historical Society

Agreement — to date — I will receive no salary from my former employer, the University of Virginia Law School. There will be no continuing participation (contd Part VIII)

Income — 2019 — Oxford University Press, book royalties — $495.00

Part I: Positions

I receive no compensation for my service. The start date for each non-profit position was June, 2013.

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Part II: Agreements

RE: I will rec, contd… in any benefit plan provided by the University, although past pension benefits are vested. My mortgage was provided at a favorable rate

available to faculty members and had to be refinanced within 6 months of leaving the University. The mortgage was paid in full on 02/09/1985.

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Part VII: Investments and Trusts

Trust #1

My Revocable Trust

Spinoff of Wabtec Corp by General Electric, effective 02/25/2019

DowDupont split into three companies; Dow Inc. (04/01/2019), Corteva Inc. (05/31/2019), Dupont De Nemours Inc. (06/03/2019)

SunTrust Banks Inc Common Stock completed its merger with BB&T to form Truist Financial Corp, effective 12/09/2019

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IRA

My current IRA

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Trust #2

My Revocable Trust

DowDupont split into three companies; Dow Inc. (04/01/2019), Corteva Inc. (05/31/2019), Dupont De Nemours Inc. (06/03/2019)

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Trust #3

Irrevocable GST Trust for me (from trust).

This trust was created from Trust (her Revocable Trust became an Irrevocable Interim Trust - after her death) which was split into two shares, after

IRS approval was received, for and me. My share later became this trust.

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Davenport Brokerage

My account

These two mutual funds and the U.S. Treasury Oligs were inherited by from in 2018.