Robert Lowell Miller jr

T-Mobile Corp. (common) -j — Dividend

IRA - Raymond James -h

Investment Co. of America (mutual fund) American Funds family — Dividend

Fundamental Investors Inc. (mutual fund) American Funds family — Dividend

New Perspective Fund (mutual fund) American Funds family — Dividend

Smallcap World Fund (mutual fund) American Funds family — Dividend

New Economy Fund (mutual fund) American Funds family — Dividend

IRA - Raymond James -d

Heritage Cash Trust — Int./Div.

Touchstone Midcap (mut fund) Touchstone family — Dividend

Touchstone Opportunities Fund (mut fund) Touchstone family — Dividend

Line 19. 1st Source Bank money market (through BNY Dreyfus) (J) -i — Int./Div.

Line 20. Lumen common stock - k — Dividend

Agreement — 4/10 — Thomson Reuters (West Pub. Co.) - annual lawbook

Agreement — 11/17 — Thomson Reuters (West Pub. Co.) - 4th edition of lawbook

Income — 3/1, 9/1 — Thomson Reuters (West Pub. Co.) royalties — $29,537.90

Regarding Part VII -

d - Part VII line 9. This IRA contains only the assets listed on lines 10-12 of Part VII. There is no additional value to this account.

h - Part VII line 2. This IRA contains only the assets listed on lines 3-7 of Part VII. There is no additional value to this account.

i - Part VII line 16. The increase from last year was due to completion of an inheritance from a family member.

j- Part VII, line 1. Was Sprint Corp. until 2020 merger.

k- Part VII line 20. Was Century Tel before 2020 merger.