Andrew Lamar Carter jr

VANGUARD INDEX 500 (IRA) — Dividend

VANGUARD STAR FUND (IRA) — Dividend

VANGUARD INDEX 500 — Dividend

FIDELITY TOTAL BOND INDEX FUND (IRA) — Dividend

J.P. MORGAN STABLE VALUE (401K) — Dividend — Sold

J.P. MORGAN CHASE COMMON STOCK FUND (IRA) — Dividend — Sold

J.P. MORGAN CHASE AGG. PORTFOLIO (401K) — Dividend — Sold

J.P. MORGAN CHASE MOD. AGG (401K) — Dividend — Sold

J.P. MORGAN PENSION — Interest — Sold

J.P. MORGAN CHASE SAVINGS ACCT. — Interest

NY 529 MODERATE GROWTH — Dividend

NY 529 GROWTH — Dividend

NY 529 BOND MKT. INDEX — Dividend

NY 529 MOD AGE BASED — Dividend

REAL ESTATE — Rent

J.P. MORGAN COMMON STOCK — Dividend

J.P. MORGAN RESTRICTED STOCK — Dividend

J.P. MORGAN STOCK OPTIONS — None

REAL ESTATE — Rent

WELLS FARGO MONEY MARKET — Interest

AMERICAN CENTURY MONEY MARKET — Interest

FIDELITY CONTRAFUND (IRA) — Dividend

JP Morgan Securities, LLC--Asset Allocation Only (IRA) — Dividend — Open

Betterment LLC-Cash Reserve Account-- Asset Allocation Only — Interest — Open

Bank of NY Mellon Large Cap Stock Index Fund (401K) — None — Open

Bank of NY Mellon Large Cap Growth Equity Fund (401K) — None — Open

Bank of NY Mellon Large Cap Value Equity Fund (401K) — None — Open

Bank of NY Mellon Mid Cap Growth Equity Fund (401K) — None — Open

Bank of NY Mellon Small Cap Growth Equity Fund (401K) — None — Open

Bank of NY Mellon Small Mid-Cap Stock Index Cap Fund (401K) — None — Open

Liability — TADS — TUITION FOR CHILDRENS' SCHOOL

Spouse's income — 1/1-8/7 — J.P. MORGAN CHASE BANK--SALARY

Spouse's income — 11/4-12/31 — BANK OF NY MELLON--SALARY

In Part VII, lines 5-9 represent funds associted with my spouse's 401 K plan with her previous employer. When my spouse switched jobs in 2019, these funds were

rolled over into a new IRA account. That account is listed at entry number 23. .Lines 25-30 represent investments in my spouse's new 401K plan with her current

employer.

In Part VII, line 15, I listed "real estate." The property was purchased in January 5, 2000 for $585.000. The property is located in Kings County in New York in

New York State.

In Part VII, line 19, I listed "real estate." The real estate was purchased on September 9, 2010 for $85,100. The property is located in Seminole County in the state

of Florida.