Frank DeArmon Whitney

Rental Property #1, Davidson, NC — Rent — Sold

Whitney Properties, LLC:

Rental Property #1, Sunset Beach, NC — Rent

Bank of America business accounts (Whitney Properties LLC) — Interest

Whitney Assets LLC:

Rental Property #1 Holden Beach NC — Rent

Rental Property # 2, Holden Beach, NC (vacant lot) — None — Buy

Carolina Panthers Permanent Seat License — None

Co-author book, Lexis Law Publishing (no income since 2002), — None

Bank of America savings and checking accounts — Interest

USAA Bank checking & savings accounts — Interest

Janney Advantage Insured Sweep (formally BB&T Fed Prime) (X) — Interest

Townebank checking & savings (formally known as Paragon Bank) (X) — Interest

Merrill Lynch CMA accounts — Interest

Invesco S&P 500 Equal Weighted Index — Dividend

Estate #1, Charlotte, NC:

Decedent's residence, Estate #1, Charlotte, NC — Sold

Trust #1, Charlotte, NC:

Merrill Lynch CMA Cash Account — Interest

American Beacon — Dividend — Sold

Invesco S&P 500 Quality — Dividend — Sold

Ishares Select — Dividend — Sold

Ishares Russell Top 200 — Dividend — Sold

SPDR S&P Dividend ETF — Dividend — Sold

Vanguard Dividend — Dividend — Sold

Vanguard FTSE Developed — Dividend — Sold

Wisdomtree US Quality — Dividend — Sold

Trust # 2, Charlotte, NC:

Merrill Lynch CMA Cash Account — Interest

CD, Bank of America, NA — Interest — Redeemed

Trust #3, Charlotte, NC:

Merrill Lynch CMA Cash Account — Interest

CD, Bank of America, NA — Interest — Redeemed

CD, First Foundation Bank, Irvine, CA — Interest — Matured

Power of Attorney, Person # 1

Executor, Estate # 1

Trustee, Trust #1 (Trust of Decedant from Estate #1)

Trustee, Trust # 2

Trustee, Trust #3

Member, Whitney Properties LLC

Member, Whitney Assets LLC

Board of Directors, Festival in the Park, Inc. (IRC section 501(c)(3) organization)

Advisory Member, North Carolina State Bar LAMP Committee

Council Member, North Carolina Bar Association (Government & Public Sector Section)

Board of Directors, May 20th Society (IRC section 501(c)(3) organization)

Board of Visitors, Charlotte Country Day School (IRC section 501(c)(3) organization)

Board of Visitors, Charlotte Bridge Home (IRC section 501(c)(3) organization)

Board of Directors, University of North Carolina School of Law - Law Alumni Association

Gift — Vacation with friends at Sea Island, GA -- lodging and some food — $1,200.00

Liability — Caliber Home Loans (loan sold to Flagstar Bank, FSB) — Loan on Rental Property #1, Davidson, NC (Part VII, Line 1)

Liability — US Department of Education - Student Loan Program ( student loans) — Student loans

Income — 2020 — UNC School of Law (Chapel Hill, NC) — $7,999.92

Spouse's income — 2020 — Impact Design Resources - commission

Part VII, Line A1: The sales price of the propety was $325,000.

Part VII, Line A7: The purchase price of the property was $225,000.

Part VII, Line A17: The sales price of the property was $359,000.