James E. Gates

IRA Account #1 (H)

UBS Bank Account — Interest

Fundamental Investors (American Funds) — Dividend

Growth Fund of America (American Funds) — Dividend

Investment Co. of America (American Funds) — Dividend

New Ecomony Fund (American Funds) — Dividend

Washington Mutual Investors Fund (American Funds) — Dividend

American Balanced Fund (American Funds) — Dividend

Capital Income Builder (American Funds) — Dividend

The Bond Fund of America (American Funds) — Dividend

The Income Fund of America (American Funds) — Dividend

U.S. Treasury (I bonds, notes) — Interest

Brokerage Account (H)

Vanguard 500 Index Fund — Dividend — Sold (part)

Vanguard Small Cap Index Fund — Dividend

Vanguard Mid Cap Index Fund — Dividend

Vanguard Cash Reserves Federal Money Market Fund — Dividend — Buy (add'l)

Vanguard Cash Reserves Federal Money Market Fund — Buy (add'l)

Vanguard Cash Reserves Federal Money Market Fund — Buy (add'l)

Vanguard Cash Reserves Federal Money Market Fund — Sold (part)

Vanguard Tax-Managed Balanced Fund — Dividend — Sold (part)

Vanguard Balanced Index Fund — Dividend — Buy

IRA Account #2 (H)

Vanguard Small Cap Index Fund — Dividend

Vanguard Mid Cap Value Fund — Dividend

Vanguard 500 Index Fund — Dividend

Vanguard Cash Reserves Federal Money Market Fund — Dividend — Sold (part)

Vanguard Cash Reserves Federal Money Market Fund — Sold (part)

Vanguard Star Fund — Dividend — Buy

Spouse's income — 2020 — North Raleigh United Methodist Church--salary

Personal Information, No. 4. Service was in an active capacity from January to March 2020 and in an ad hoc recall capacity from April to December 2020.

Part III.B, line 1. Spouse's income was paid January through May and September through December in 2020.

Part VII., lines 17 and 27. Vanguard Cash Reserves Federal Money Market Fund was formerly known as Vanguard Prime Money Market Fund, which is the name

used for this fund in the report for 2019.