Sherry R. Fallon

Southern Company Common Stock — Dividend

Fidelity 529 Plan - Delaware Portfolio 2018 — Dividend — Redeemed (part)

Empower Retirement Tybout Redfearn & Pell 401(k) Plan(H)-

American Funds Growth Fund of America R5 (f/k/a A) — Dividend

American Funds American Balanced Fund R5 (f/k/a A) — Dividend

American Funds Euro-Pacific Gr R5 (f/k/a Growth Fund A) — Dividend

American Funds SMALLCAP World R5 (f/ k/a World Fund A) — Dividend

Franklin Templeton - Templeton Growth Fund Class A — Dividend

New York Life Whole Life Insurance Policy — Dividend

Lincoln National Life Insurance - Universal Life Policy — Interest — Sold

PNC - Accounts — Interest

U. S. Savings Bonds(Y)

IRA (H)-

Vanguard International Growth — Dividend

Vanguard International Value — Dividend

Vanguard Explorer — Dividend

Vanguard Intermediate Investment Grade Bonds f/k/a U.S. Growth — Dividend

Vanguard Long Term Investment Growth — Interest

Vanguard Small Cap Value Index — Dividend

Vanguard Target Retirement 2035 — Dividend

Vanguard Total Stock Market Index — Dividend

Vanguard Windsor (Y) (Merged with line 20)

Vanguard Windsor II — Dividend

Fidelity Freedom 2025 (X) — Dividend

Vanguard Total International Bond Index (X) — Dividend

Wells Fargo - Accounts — Interest

Capitol One - Account — Interest

WSFS - Accounts — Interest

Bank of America HSA f/k/a HSA Bank - Account — Interest

Vanguard 401(K) (H) -

Dodge & Cox Income — Dividend

Columbia Dividend Income Fund f/k/a Washington Mutual Investments — Dividend

Vanguard US Growth Fund f/k/a American Fund Growth Fund of America — Dividend

American Balanced Fund — Dividend

Fidelity Low Priced Stock — Dividend

BNY Small/Mid Cap Growth — Dividend

Nationwide Ge SmCap Grw — Dividend

MFS Int'l Diversification R4 — Dividend

Southern Company Common Stock — Dividend

Fidelity 529 Plan - Delaware Portfolio 2018 — Dividend — Redeemed (part)

Empower Retirement Tybout Redfearn & Pell 401(k) Plan(H)-

American Funds Growth Fund of America R5 (f/k/a A) — Dividend

American Funds American Balanced Fund R5 (f/k/a A) — Dividend

American Funds Euro-Pacific Gr R5 (f/k/a Growth Fund A) — Dividend

American Funds SMALLCAP World R5 (f/ k/a World Fund A) — Dividend

Franklin Templeton - Templeton Growth Fund Class A — Dividend

New York Life Whole Life Insurance Policy — Dividend

Lincoln National Life Insurance - Universal Life Policy — Interest — Sold

PNC - Accounts — Interest

U. S. Savings Bonds(Y)

IRA (H)-

Vanguard International Growth — Dividend

Vanguard International Value — Dividend

Vanguard Explorer — Dividend

Vanguard Intermediate Investment Grade Bonds f/k/a U.S. Growth — Dividend

Vanguard Long Term Investment Growth — Interest

Vanguard Small Cap Value Index — Dividend

Vanguard Target Retirement 2035 — Dividend

Vanguard Total Stock Market Index — Dividend

Vanguard Windsor (Y) (Merged with line 20)

Vanguard Windsor II — Dividend

Fidelity Freedom 2025 (X) — Dividend

Vanguard Total International Bond Index (X) — Dividend

Wells Fargo - Accounts — Interest

Capitol One - Account — Interest

WSFS - Accounts — Interest

Bank of America HSA f/k/a HSA Bank - Account — Interest

Vanguard 401(K) (H) -

Dodge & Cox Income — Dividend

Columbia Dividend Income Fund f/k/a Washington Mutual Investments — Dividend

Vanguard US Growth Fund f/k/a American Fund Growth Fund of America — Dividend

American Balanced Fund — Dividend

Fidelity Low Priced Stock — Dividend

BNY Small/Mid Cap Growth — Dividend

Nationwide Ge SmCap Grw — Dividend

MFS Int'l Diversification R4 — Dividend

Liability — AAA Visa — Credit Card

Liability — AAA Visa — Credit Card

Spouse's income — 2020 — Self-Employed Attorney

Spouse's income — 2020 — Self-Employed Attorney

Part VII. Investments and Trusts Line 14 - U.S. Savings Bonds completely redeemed in 2019 to pay tuition and are no longer a reportable asset.