Helen E. Burris

South State Bank - Accounts — Interest

Allianz 222 Annuity (H)

AnPtPtw/cap- Bloomberg US Dynamic Balance Index II — Interest

MoSum Russell 2000 Index Monthly Sumw/cap — Int/Div

NW Mutual Whole Life Cash Value #1 — Int/Div

Fidelity Freedom 2030 Fund (FFFEX) — Int/Div

Presidio Property Trust, Inc — Int/Div

Rental Property #1 Greenville South Carolina — Rent

Future Scholar 529 College Savings Plan (2) (H)

FS Mod Conserv (no control) — Int/Div — Distributed

FS Mod Growth Port Static (no control) — Int/Div — Distributed

TD Ameritrade Institutional (H)

Ishares Core S&P Mid-Cap ETF( IH) — Int/Div — Buy (add'l)

Ishares Core S&P Small-Cap ETF (I'R) — Int/Div — Buy (add'l)

Ishares Floating Rate Bond ETF (FLOT) — Int/Div — Sold (part)

Cont'd — Sold (part)

Vanguard FTSE Developed Markets ETF (VEA) — Int/Div — Buy (add'l)

Cont'd — Buy (add'l)

Contd — Sold (part)

Vanguard Emerging Markets ETF (VWO) — Int/Div — Buy (add'l)

Contd — Sold (part)

Vanguard Index Funds S&P 500 ETF (VOO) — Int/Div — Sold (part)

SPDR Series Trust Short Term High Yield Bond ETF (SNK) — Int/Div — Sold (part)

Cont'd — Buy (add'l)

SPDR FI'SE PORTFOLIO INTRMD ETF (SPIB) — Int/Div — Sold (part)

Cont'd — Buy (add'l)

Vanec Vectors 'P Morgan MKTS ETF (EMLC) — Int/Div — Sold

Vanguard Mort-Back Sec ETF (VMBS) — Int/Div — Sold (part)

Contd — Buy (add'l)

Index IQETF Trust IQMrgr ARB Etf (MNA) — Int/Div — Buy (add'l)

ETF Series Solutions US GLB "ETS ETF (ETS) — Int/Div — Buy

Cont'd — Buy (add'l)

Cont'd — Sold

Invesco QQQ Trust Unit Ser 1 ETF (QQQ) — Int/Div — Buy

Cont'd — Buy (add'l)

Select Sector SPDR Trust SBI INT-INDS ETF (XL) — Int/Div — Buy

Contd — Sold

Ishares Trust3 7 Yr Treas Bd ETF (IEI) — Int/Div — Buy

Community National Bank IRA — Interest

Griffin Inst Success RE FdCLC — Int/Div

2nd home Boone, North Carolina — Rent

American Funds (H)

The Growth Fund of America C (305) — Int/Div

Fundamental Investors C (310) — Int/Div

American Balanced Funds C (311) — Int/Div

New World Fund C (336) — Int/Div

Europacific Growth Fund C (316) — Int/Div

American Funds U.S. Government Money Market Fund A (59) — Int/Div — Buy

Liability — American Express — credit card

Reimbursement — South Carolina Bar — 1/23/20-1/25/20 — Columbia SC — Bar Convention — registration waived

Reimbursement — National Association of Chapter 13 Trustees — 7/8/20-7/10/20 — virtual — speaking engagement and seminar — registration for virtual seminar waived

Reimbursement — South Carolina Bankruptcy Law Association — 9/4/20 — virtual — seminar — registration for virtual seminar waived

Spouse's income — 2020 — The Law Office of Eric K. Englebardt, LLC (this entity owns 50% of Wilson & Englebardt, LLC)(attormeys)