Norwood Carlton Tilley jr

2020

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What was filed

714
investments
12
positions
0
gifts
0
agreements
0
debts
0
reimbursements
0
income
6
spouse income

Named parties

transfer from line 46
transfer from line 49
Wake Forest University School of Law
Chief Justice Joseph Branch Inn (American Inns of Court)
State retirement income from service as an administrator (Davidson County Community College)

As filed

Wells Fargo, 3 IRAs (CDs) — Interest

First Citizens Bank & Trust IRA — Interest

MFS Heritage IRA (Mutual), MFS Capital Opportunities Fund — Interest

First Citizens Bank & Trust Savings Acct — Interest

Truliant Federal Credit Union Checking Acct — Interest

First Citizens Bank & Trust Quest Acct — Interest

First National Bank Checking Acct — Interest

State Employees Credit Union Money Market Acct — Interest

Merrill Lynch Investment Acct (H)

Merrill Lynch Cash Account/Bank of America — Interest

Pinnacle Fncl Partners — Dividend

Truist Finl Corp — Dividend

Bank of America Corp — Dividend

Coca Cola Com — Dividend

Comcast Corp New CL A — Dividend

Duke Energy Corp New — Dividend

Home Depot Inc — Dividend

Leggett & Platt Inc. PV1CT — Dividend

McDonalds Corp — Dividend

PepsiCo Inc — Dividend

Pfizer Inc — Dividend

Royal Dutch Shel PLC Spons ADR B — Dividend

FNB Corp — Dividend

Enbridge Inc — Dividend

Stryker Corp — Dividend

Sysco Corporation — Dividend

Zoetis Inc — Dividend

American Funds - High Income Trust CL A — Dividend

American Funds - Bond Fund of America CL A — Dividend

American Funds - Capital Income Builder Fund CL A — Dividend

American Funds - Capital World Growth & Income Fund CL A — Dividend

American Funds - Fundamental Investors CL A — Dividend

American Funds - Income Fund of America CL A — Dividend

American Funds - New Economy Fund CL A — Dividend

Royal Dutch Shell PLC Spons ADR A — Dividend

Lord Abbett Growth Leaders Fund CL C — Dividend

Align Tech Inc — Dividend

Lord Abbett Short Duration Tax Free CL C — Dividend

iShares Exponential Technologies ETF — Dividend

BlackRock Liquidity Mutual Fund — Dividend

Amazon Com Inc (X) — Dividend

Apple Inc — Dividend — Buy — transfer from line 46

Berkshire Hathaway Inc - B — Dividend — Buy — transfer from line 49

Lexington Women's Investment Club (H)

3M Co. — Dividend

Apple Inc — Dividend — Distributed (part)

Abbvie Inc — Dividend

AFLAC Incorporated — Dividend

Berkshire Hathaway Inc - B — Dividend — Distributed (part)

Chevron Corporation — Dividend — Sold

Dassault Sys — Dividend — Sold (part)

Duke Energy Corp — Dividend

Alphabet Inc - Class A — Dividend — Sold (part)

HealthPeak Properties, Inc. — Dividend

Johnson & Johnson — Dividend

Old Dominion Freight Line, Inc — Dividend — Sold (part)

Pepsico, Inc — Dividend — Sold (part)

Proctor & Gamble Company — Dividend

Enbridge Inc — Dividend

Verizon Communications, Inc — Dividend — Sold (part)

Visa Inc — Dividend — Sold (part)

Annaly Capital Management Inc — Dividend — Sold

Walt Disney Co — Dividend

Bausch Health Cos Inc — Dividend — Sold (part)

Edward Jones Money Market Account — Interest

Align Technology Inc — Dividend — Sold (part)

CVS Corporation — Dividend — Sold

Home Depot Inc — Dividend — Sold (part)

Synchrony Financal — Dividend — Sold

Micron Technology — Dividend — Sold

International Paper Co — Dividend — Sold

Amazon — Dividend — Buy (add'l)

Sealed Air Corp New — Dividend — Sold

Canopy Growth Corp — Dividend — Sold

GW Pharmaceuticals PLC — Dividend — Sold

TG Therapeutics Inc — Dividend — Buy

Merrill Lynch IRA #1 (H)

Blackrock Equity Dividend Fund — Dividend

iShares Russell 1000 Value — Dividend

iShares Core US Treasury Bond — Dividend

Vanguard Intermediate Term Corporate Bond — Dividend

iShares Russell 1000 Growth — Dividend

Merrill Lynch IRA #2 (H)

Merrill Lynch Cash Account/Bank of America — Interest

American Growth Fund of America CL C — Dividend

American Growth Fund of America CL A — Dividend

American Investment Co of America CL A — Dividend — Sold

Blackrock Global Allocation Fund Inc C — Dividend

Columbia Dividend Income (formerly Columbia Acorn Fund) CL A — Dividend

Delaware Small Cap Core Fund CL C — Dividend

First Eagle Global Class C — Dividend

Franklin Income Fund CL C — Dividend

Lord Abbett Short Duration Income Fund C — Dividend

MFS Emerging Markets Debt Fund CL C — Dividend — Sold

Putnam Equity Income Fund CL A — Dividend

Lord Abbett Multi Asset Income Fund C — Dividend — Sold

American Mutual Fund CL A — Dividend — Buy

American Balanced Fund CL A — Dividend — Buy

Lord Abbett Bond Debenture Fund CL A — Dividend — Buy

MFS Diversified Income CL A — Dividend — Buy

Merrill Lynch IRA #3 (H)

Blackrock Equity Dividend Fund — Dividend

The Oakmont International Fund — Dividend

iShares Russell 1000 Value — Dividend

iShares Core US Treasury Bond — Dividend

Invesco Oppenheimer International Growth Fund CL Y — Dividend — Sold

Merrill Lynch Cash Account/Bank of America — Interest

iShares Russell 1000 Growth — Dividend

iShares TR Core MSCI — Dividend

MFS Value Fund CL I — Dividend

TCW Total Return — Dividend

Vanguard Intermediate Term Corporate Bond — Dividend

Clearbridge Large Cap Growth Fund — Dividend

Fuller & Thaler Behvrl Small Cap Eq Fund — Dividend

T Rowe Price Emerging Mkts Stock Fund — Dividend

Pimco Investment Grade Credit Bond Fund CL I2 — Dividend

Edgewood Growth Fund (X) — Dividend

GS GQG Partners — Dividend — Buy

Inherited land in Davidson Co, NC — Rent

Wells Fargo, 3 IRAs (CDs) — Interest

First Citizens Bank & Trust IRA — Interest

MFS Heritage IRA (Mutual), MFS Capital Opportunities Fund — Interest

First Citizens Bank & Trust Savings Acct — Interest

Truliant Federal Credit Union Checking Acct — Interest

First Citizens Bank & Trust Quest Acct — Interest

First National Bank Checking Acct — Interest

State Employees Credit Union Money Market Acct — Interest

Merrill Lynch Investment Acct (H)

Merrill Lynch Cash Account/Bank of America — Interest

Pinnacle Fncl Partners — Dividend

Truist Finl Corp — Dividend

Bank of America Corp — Dividend

Coca Cola Com — Dividend

Comcast Corp New CL A — Dividend

Duke Energy Corp New — Dividend

Home Depot Inc — Dividend

Leggett & Platt Inc. PV1CT — Dividend

McDonalds Corp — Dividend

PepsiCo Inc — Dividend

Pfizer Inc — Dividend

Royal Dutch Shel PLC Spons ADR B — Dividend

FNB Corp — Dividend

Enbridge Inc — Dividend

Stryker Corp — Dividend

Sysco Corporation — Dividend

Zoetis Inc — Dividend

American Funds - High Income Trust CL A — Dividend

American Funds - Bond Fund of America CL A — Dividend

American Funds - Capital Income Builder Fund CL A — Dividend

American Funds - Capital World Growth & Income Fund CL A — Dividend

American Funds - Fundamental Investors CL A — Dividend

American Funds - Income Fund of America CL A — Dividend

American Funds - New Economy Fund CL A — Dividend

Royal Dutch Shell PLC Spons ADR A — Dividend

Lord Abbett Growth Leaders Fund CL C — Dividend

Align Tech Inc — Dividend

Lord Abbett Short Duration Tax Free CL C — Dividend

iShares Exponential Technologies ETF — Dividend

BlackRock Liquidity Mutual Fund — Dividend

Amazon Com Inc (X) — Dividend

Apple Inc — Dividend — Buy — transfer from line 46

Berkshire Hathaway Inc - B — Dividend — Buy — transfer from line 49

Lexington Women's Investment Club (H)

3M Co. — Dividend

Apple Inc — Dividend — Distributed (part)

Abbvie Inc — Dividend

AFLAC Incorporated — Dividend

Berkshire Hathaway Inc - B — Dividend — Distributed (part)

Chevron Corporation — Dividend — Sold

Dassault Sys — Dividend — Sold (part)

Duke Energy Corp — Dividend

Alphabet Inc - Class A — Dividend — Sold (part)

HealthPeak Properties, Inc. — Dividend

Johnson & Johnson — Dividend

Old Dominion Freight Line, Inc — Dividend — Sold (part)

Pepsico, Inc — Dividend — Sold (part)

Proctor & Gamble Company — Dividend

Enbridge Inc — Dividend

Verizon Communications, Inc — Dividend — Sold (part)

Visa Inc — Dividend — Sold (part)

Annaly Capital Management Inc — Dividend — Sold

Walt Disney Co — Dividend

Bausch Health Cos Inc — Dividend — Sold (part)

Edward Jones Money Market Account — Interest

Align Technology Inc — Dividend — Sold (part)

CVS Corporation — Dividend — Sold

Home Depot Inc — Dividend — Sold (part)

Synchrony Financal — Dividend — Sold

Micron Technology — Dividend — Sold

International Paper Co — Dividend — Sold

Amazon — Dividend — Buy (add'l)

Sealed Air Corp New — Dividend — Sold

Canopy Growth Corp — Dividend — Sold

GW Pharmaceuticals PLC — Dividend — Sold

TG Therapeutics Inc — Dividend — Buy

Merrill Lynch IRA #1 (H)

Blackrock Equity Dividend Fund — Dividend

iShares Russell 1000 Value — Dividend

iShares Core US Treasury Bond — Dividend

Vanguard Intermediate Term Corporate Bond — Dividend

iShares Russell 1000 Growth — Dividend

Merrill Lynch IRA #2 (H)

Merrill Lynch Cash Account/Bank of America — Interest

American Growth Fund of America CL C — Dividend

American Growth Fund of America CL A — Dividend

American Investment Co of America CL A — Dividend — Sold

Blackrock Global Allocation Fund Inc C — Dividend

Columbia Dividend Income (formerly Columbia Acorn Fund) CL A — Dividend

Delaware Small Cap Core Fund CL C — Dividend

First Eagle Global Class C — Dividend

Franklin Income Fund CL C — Dividend

Lord Abbett Short Duration Income Fund C — Dividend

MFS Emerging Markets Debt Fund CL C — Dividend — Sold

Putnam Equity Income Fund CL A — Dividend

Lord Abbett Multi Asset Income Fund C — Dividend — Sold

American Mutual Fund CL A — Dividend — Buy

American Balanced Fund CL A — Dividend — Buy

Lord Abbett Bond Debenture Fund CL A — Dividend — Buy

MFS Diversified Income CL A — Dividend — Buy

Merrill Lynch IRA #3 (H)

Blackrock Equity Dividend Fund — Dividend

The Oakmont International Fund — Dividend

iShares Russell 1000 Value — Dividend

iShares Core US Treasury Bond — Dividend

Invesco Oppenheimer International Growth Fund CL Y — Dividend — Sold

Merrill Lynch Cash Account/Bank of America — Interest

iShares Russell 1000 Growth — Dividend

iShares TR Core MSCI — Dividend

MFS Value Fund CL I — Dividend

TCW Total Return — Dividend

Vanguard Intermediate Term Corporate Bond — Dividend

Clearbridge Large Cap Growth Fund — Dividend

Fuller & Thaler Behvrl Small Cap Eq Fund — Dividend

T Rowe Price Emerging Mkts Stock Fund — Dividend

Pimco Investment Grade Credit Bond Fund CL I2 — Dividend

Edgewood Growth Fund (X) — Dividend

GS GQG Partners — Dividend — Buy

Inherited land in Davidson Co, NC — Rent

Wells Fargo, 3 IRAs (CDs) — Interest

First Citizens Bank & Trust IRA — Interest

MFS Heritage IRA (Mutual), MFS Capital Opportunities Fund — Interest

First Citizens Bank & Trust Savings Acct — Interest

Truliant Federal Credit Union Checking Acct — Interest

First Citizens Bank & Trust Quest Acct — Interest

First National Bank Checking Acct — Interest

State Employees Credit Union Money Market Acct — Interest

Merrill Lynch Investment Acct (H)

Merrill Lynch Cash Account/Bank of America — Interest

Pinnacle Fncl Partners — Dividend

Truist Finl Corp — Dividend

Bank of America Corp — Dividend

Coca Cola Com — Dividend

Comcast Corp New CL A — Dividend

Duke Energy Corp New — Dividend

Home Depot Inc — Dividend

Leggett & Platt Inc. PV1CT — Dividend

McDonalds Corp — Dividend

PepsiCo Inc — Dividend

Pfizer Inc — Dividend

Royal Dutch Shel PLC Spons ADR B — Dividend

FNB Corp — Dividend

Enbridge Inc — Dividend

Stryker Corp — Dividend

Sysco Corporation — Dividend

Zoetis Inc — Dividend

American Funds - High Income Trust CL A — Dividend

American Funds - Bond Fund of America CL A — Dividend

American Funds - Capital Income Builder Fund CL A — Dividend

American Funds - Capital World Growth & Income Fund CL A — Dividend

American Funds - Fundamental Investors CL A — Dividend

American Funds - Income Fund of America CL A — Dividend

American Funds - New Economy Fund CL A — Dividend

Royal Dutch Shell PLC Spons ADR A — Dividend

Lord Abbett Growth Leaders Fund CL C — Dividend

Align Tech Inc — Dividend

Lord Abbett Short Duration Tax Free CL C — Dividend

iShares Exponential Technologies ETF — Dividend

BlackRock Liquidity Mutual Fund — Dividend

Amazon Com Inc (X) — Dividend

Apple Inc — Dividend — Buy — transfer from line 46

Berkshire Hathaway Inc - B — Dividend — Buy — transfer from line 49

Lexington Women's Investment Club (H)

3M Co. — Dividend

Apple Inc — Dividend — Distributed (part)

Abbvie Inc — Dividend

AFLAC Incorporated — Dividend

Berkshire Hathaway Inc - B — Dividend — Distributed (part)

Chevron Corporation — Dividend — Sold

Dassault Sys — Dividend — Sold (part)

Duke Energy Corp — Dividend

Alphabet Inc - Class A — Dividend — Sold (part)

HealthPeak Properties, Inc. — Dividend

Johnson & Johnson — Dividend

Old Dominion Freight Line, Inc — Dividend — Sold (part)

Pepsico, Inc — Dividend — Sold (part)

Proctor & Gamble Company — Dividend

Enbridge Inc — Dividend

Verizon Communications, Inc — Dividend — Sold (part)

Visa Inc — Dividend — Sold (part)

Annaly Capital Management Inc — Dividend — Sold

Walt Disney Co — Dividend

Bausch Health Cos Inc — Dividend — Sold (part)

Edward Jones Money Market Account — Interest

Align Technology Inc — Dividend — Sold (part)

CVS Corporation — Dividend — Sold

Home Depot Inc — Dividend — Sold (part)

Synchrony Financal — Dividend — Sold

Micron Technology — Dividend — Sold

International Paper Co — Dividend — Sold

Amazon — Dividend — Buy (add'l)

Sealed Air Corp New — Dividend — Sold

Canopy Growth Corp — Dividend — Sold

GW Pharmaceuticals PLC — Dividend — Sold

TG Therapeutics Inc — Dividend — Buy

Merrill Lynch IRA #1 (H)

Blackrock Equity Dividend Fund — Dividend

iShares Russell 1000 Value — Dividend

iShares Core US Treasury Bond — Dividend

Vanguard Intermediate Term Corporate Bond — Dividend

iShares Russell 1000 Growth — Dividend

Merrill Lynch IRA #2 (H)

Merrill Lynch Cash Account/Bank of America — Interest

American Growth Fund of America CL C — Dividend

American Growth Fund of America CL A — Dividend

American Investment Co of America CL A — Dividend — Sold

Blackrock Global Allocation Fund Inc C — Dividend

Columbia Dividend Income (formerly Columbia Acorn Fund) CL A — Dividend

Delaware Small Cap Core Fund CL C — Dividend

First Eagle Global Class C — Dividend

Franklin Income Fund CL C — Dividend

Lord Abbett Short Duration Income Fund C — Dividend

MFS Emerging Markets Debt Fund CL C — Dividend — Sold

Putnam Equity Income Fund CL A — Dividend

Lord Abbett Multi Asset Income Fund C — Dividend — Sold

American Mutual Fund CL A — Dividend — Buy

American Balanced Fund CL A — Dividend — Buy

Lord Abbett Bond Debenture Fund CL A — Dividend — Buy

MFS Diversified Income CL A — Dividend — Buy

Merrill Lynch IRA #3 (H)

Blackrock Equity Dividend Fund — Dividend

The Oakmont International Fund — Dividend

iShares Russell 1000 Value — Dividend

iShares Core US Treasury Bond — Dividend

Invesco Oppenheimer International Growth Fund CL Y — Dividend — Sold

Merrill Lynch Cash Account/Bank of America — Interest

iShares Russell 1000 Growth — Dividend

iShares TR Core MSCI — Dividend

MFS Value Fund CL I — Dividend

TCW Total Return — Dividend

Vanguard Intermediate Term Corporate Bond — Dividend

Clearbridge Large Cap Growth Fund — Dividend

Fuller & Thaler Behvrl Small Cap Eq Fund — Dividend

T Rowe Price Emerging Mkts Stock Fund — Dividend

Pimco Investment Grade Credit Bond Fund CL I2 — Dividend

Edgewood Growth Fund (X) — Dividend

GS GQG Partners — Dividend — Buy

Inherited land in Davidson Co, NC — Rent

Wells Fargo, 3 IRAs (CDs) — Interest

First Citizens Bank & Trust IRA — Interest

MFS Heritage IRA (Mutual), MFS Capital Opportunities Fund — Interest

First Citizens Bank & Trust Savings Acct — Interest

Truliant Federal Credit Union Checking Acct — Interest

First Citizens Bank & Trust Quest Acct — Interest

First National Bank Checking Acct — Interest

State Employees Credit Union Money Market Acct — Interest

Merrill Lynch Investment Acct (H)

Merrill Lynch Cash Account/Bank of America — Interest

Pinnacle Fncl Partners — Dividend

Truist Finl Corp — Dividend

Bank of America Corp — Dividend

Coca Cola Com — Dividend

Comcast Corp New CL A — Dividend

Duke Energy Corp New — Dividend

Home Depot Inc — Dividend

Leggett & Platt Inc. PV1CT — Dividend

McDonalds Corp — Dividend

PepsiCo Inc — Dividend

Pfizer Inc — Dividend

Royal Dutch Shel PLC Spons ADR B — Dividend

FNB Corp — Dividend

Enbridge Inc — Dividend

Stryker Corp — Dividend

Sysco Corporation — Dividend

Zoetis Inc — Dividend

American Funds - High Income Trust CL A — Dividend

American Funds - Bond Fund of America CL A — Dividend

American Funds - Capital Income Builder Fund CL A — Dividend

American Funds - Capital World Growth & Income Fund CL A — Dividend

American Funds - Fundamental Investors CL A — Dividend

American Funds - Income Fund of America CL A — Dividend

American Funds - New Economy Fund CL A — Dividend

Royal Dutch Shell PLC Spons ADR A — Dividend

Lord Abbett Growth Leaders Fund CL C — Dividend

Align Tech Inc — Dividend

Lord Abbett Short Duration Tax Free CL C — Dividend

iShares Exponential Technologies ETF — Dividend

BlackRock Liquidity Mutual Fund — Dividend

Amazon Com Inc (X) — Dividend

Apple Inc — Dividend — Buy — transfer from line 46

Berkshire Hathaway Inc - B — Dividend — Buy — transfer from line 49

Lexington Women's Investment Club (H)

3M Co. — Dividend

Apple Inc — Dividend — Distributed (part)

Abbvie Inc — Dividend

AFLAC Incorporated — Dividend

Berkshire Hathaway Inc - B — Dividend — Distributed (part)

Chevron Corporation — Dividend — Sold

Dassault Sys — Dividend — Sold (part)

Duke Energy Corp — Dividend

Alphabet Inc - Class A — Dividend — Sold (part)

HealthPeak Properties, Inc. — Dividend

Johnson & Johnson — Dividend

Old Dominion Freight Line, Inc — Dividend — Sold (part)

Pepsico, Inc — Dividend — Sold (part)

Proctor & Gamble Company — Dividend

Enbridge Inc — Dividend

Verizon Communications, Inc — Dividend — Sold (part)

Visa Inc — Dividend — Sold (part)

Annaly Capital Management Inc — Dividend — Sold

Walt Disney Co — Dividend

Bausch Health Cos Inc — Dividend — Sold (part)

Edward Jones Money Market Account — Interest

Align Technology Inc — Dividend — Sold (part)

CVS Corporation — Dividend — Sold

Home Depot Inc — Dividend — Sold (part)

Synchrony Financal — Dividend — Sold

Micron Technology — Dividend — Sold

International Paper Co — Dividend — Sold

Amazon — Dividend — Buy (add'l)

Sealed Air Corp New — Dividend — Sold

Canopy Growth Corp — Dividend — Sold

GW Pharmaceuticals PLC — Dividend — Sold

TG Therapeutics Inc — Dividend — Buy

Merrill Lynch IRA #1 (H)

Blackrock Equity Dividend Fund — Dividend

iShares Russell 1000 Value — Dividend

iShares Core US Treasury Bond — Dividend

Vanguard Intermediate Term Corporate Bond — Dividend

iShares Russell 1000 Growth — Dividend

Merrill Lynch IRA #2 (H)

Merrill Lynch Cash Account/Bank of America — Interest

American Growth Fund of America CL C — Dividend

American Growth Fund of America CL A — Dividend

American Investment Co of America CL A — Dividend — Sold

Blackrock Global Allocation Fund Inc C — Dividend

Columbia Dividend Income (formerly Columbia Acorn Fund) CL A — Dividend

Delaware Small Cap Core Fund CL C — Dividend

First Eagle Global Class C — Dividend

Franklin Income Fund CL C — Dividend

Lord Abbett Short Duration Income Fund C — Dividend

MFS Emerging Markets Debt Fund CL C — Dividend — Sold

Putnam Equity Income Fund CL A — Dividend

Lord Abbett Multi Asset Income Fund C — Dividend — Sold

American Mutual Fund CL A — Dividend — Buy

American Balanced Fund CL A — Dividend — Buy

Lord Abbett Bond Debenture Fund CL A — Dividend — Buy

MFS Diversified Income CL A — Dividend — Buy

Merrill Lynch IRA #3 (H)

Blackrock Equity Dividend Fund — Dividend

The Oakmont International Fund — Dividend

iShares Russell 1000 Value — Dividend

iShares Core US Treasury Bond — Dividend

Invesco Oppenheimer International Growth Fund CL Y — Dividend — Sold

Merrill Lynch Cash Account/Bank of America — Interest

iShares Russell 1000 Growth — Dividend

iShares TR Core MSCI — Dividend

MFS Value Fund CL I — Dividend

TCW Total Return — Dividend

Vanguard Intermediate Term Corporate Bond — Dividend

Clearbridge Large Cap Growth Fund — Dividend

Fuller & Thaler Behvrl Small Cap Eq Fund — Dividend

T Rowe Price Emerging Mkts Stock Fund — Dividend

Pimco Investment Grade Credit Bond Fund CL I2 — Dividend

Edgewood Growth Fund (X) — Dividend

GS GQG Partners — Dividend — Buy

Inherited land in Davidson Co, NC — Rent

Wells Fargo, 3 IRAs (CDs) — Interest

First Citizens Bank & Trust IRA — Interest

MFS Heritage IRA (Mutual), MFS Capital Opportunities Fund — Interest

First Citizens Bank & Trust Savings Acct — Interest

Truliant Federal Credit Union Checking Acct — Interest

First Citizens Bank & Trust Quest Acct — Interest

First National Bank Checking Acct — Interest

State Employees Credit Union Money Market Acct — Interest

Merrill Lynch Investment Acct (H)

Merrill Lynch Cash Account/Bank of America — Interest

Pinnacle Fncl Partners — Dividend

Truist Finl Corp — Dividend

Bank of America Corp — Dividend

Coca Cola Com — Dividend

Comcast Corp New CL A — Dividend

Duke Energy Corp New — Dividend

Home Depot Inc — Dividend

Leggett & Platt Inc. PV1CT — Dividend

McDonalds Corp — Dividend

PepsiCo Inc — Dividend

Pfizer Inc — Dividend

Royal Dutch Shel PLC Spons ADR B — Dividend

FNB Corp — Dividend

Enbridge Inc — Dividend

Stryker Corp — Dividend

Sysco Corporation — Dividend

Zoetis Inc — Dividend

American Funds - High Income Trust CL A — Dividend

American Funds - Bond Fund of America CL A — Dividend

American Funds - Capital Income Builder Fund CL A — Dividend

American Funds - Capital World Growth & Income Fund CL A — Dividend

American Funds - Fundamental Investors CL A — Dividend

American Funds - Income Fund of America CL A — Dividend

American Funds - New Economy Fund CL A — Dividend

Royal Dutch Shell PLC Spons ADR A — Dividend

Lord Abbett Growth Leaders Fund CL C — Dividend

Align Tech Inc — Dividend

Lord Abbett Short Duration Tax Free CL C — Dividend

iShares Exponential Technologies ETF — Dividend

BlackRock Liquidity Mutual Fund — Dividend

Amazon Com Inc (X) — Dividend

Apple Inc — Dividend — Buy — transfer from line 46

Berkshire Hathaway Inc - B — Dividend — Buy — transfer from line 49

Lexington Women's Investment Club (H)

3M Co. — Dividend

Apple Inc — Dividend — Distributed (part)

Abbvie Inc — Dividend

AFLAC Incorporated — Dividend

Berkshire Hathaway Inc - B — Dividend — Distributed (part)

Chevron Corporation — Dividend — Sold

Dassault Sys — Dividend — Sold (part)

Duke Energy Corp — Dividend

Alphabet Inc - Class A — Dividend — Sold (part)

HealthPeak Properties, Inc. — Dividend

Johnson & Johnson — Dividend

Old Dominion Freight Line, Inc — Dividend — Sold (part)

Pepsico, Inc — Dividend — Sold (part)

Proctor & Gamble Company — Dividend

Enbridge Inc — Dividend

Verizon Communications, Inc — Dividend — Sold (part)

Visa Inc — Dividend — Sold (part)

Annaly Capital Management Inc — Dividend — Sold

Walt Disney Co — Dividend

Bausch Health Cos Inc — Dividend — Sold (part)

Edward Jones Money Market Account — Interest

Align Technology Inc — Dividend — Sold (part)

CVS Corporation — Dividend — Sold

Home Depot Inc — Dividend — Sold (part)

Synchrony Financal — Dividend — Sold

Micron Technology — Dividend — Sold

International Paper Co — Dividend — Sold

Amazon — Dividend — Buy (add'l)

Sealed Air Corp New — Dividend — Sold

Canopy Growth Corp — Dividend — Sold

GW Pharmaceuticals PLC — Dividend — Sold

TG Therapeutics Inc — Dividend — Buy

Merrill Lynch IRA #1 (H)

Blackrock Equity Dividend Fund — Dividend

iShares Russell 1000 Value — Dividend

iShares Core US Treasury Bond — Dividend

Vanguard Intermediate Term Corporate Bond — Dividend

iShares Russell 1000 Growth — Dividend

Merrill Lynch IRA #2 (H)

Merrill Lynch Cash Account/Bank of America — Interest

American Growth Fund of America CL C — Dividend

American Growth Fund of America CL A — Dividend

American Investment Co of America CL A — Dividend — Sold

Blackrock Global Allocation Fund Inc C — Dividend

Columbia Dividend Income (formerly Columbia Acorn Fund) CL A — Dividend

Delaware Small Cap Core Fund CL C — Dividend

First Eagle Global Class C — Dividend

Franklin Income Fund CL C — Dividend

Lord Abbett Short Duration Income Fund C — Dividend

MFS Emerging Markets Debt Fund CL C — Dividend — Sold

Putnam Equity Income Fund CL A — Dividend

Lord Abbett Multi Asset Income Fund C — Dividend — Sold

American Mutual Fund CL A — Dividend — Buy

American Balanced Fund CL A — Dividend — Buy

Lord Abbett Bond Debenture Fund CL A — Dividend — Buy

MFS Diversified Income CL A — Dividend — Buy

Merrill Lynch IRA #3 (H)

Blackrock Equity Dividend Fund — Dividend

The Oakmont International Fund — Dividend

iShares Russell 1000 Value — Dividend

iShares Core US Treasury Bond — Dividend

Invesco Oppenheimer International Growth Fund CL Y — Dividend — Sold

Merrill Lynch Cash Account/Bank of America — Interest

iShares Russell 1000 Growth — Dividend

iShares TR Core MSCI — Dividend

MFS Value Fund CL I — Dividend

TCW Total Return — Dividend

Vanguard Intermediate Term Corporate Bond — Dividend

Clearbridge Large Cap Growth Fund — Dividend

Fuller & Thaler Behvrl Small Cap Eq Fund — Dividend

T Rowe Price Emerging Mkts Stock Fund — Dividend

Pimco Investment Grade Credit Bond Fund CL I2 — Dividend

Edgewood Growth Fund (X) — Dividend

GS GQG Partners — Dividend — Buy

Inherited land in Davidson Co, NC — Rent

Wells Fargo, 3 IRAs (CDs) — Interest

First Citizens Bank & Trust IRA — Interest

MFS Heritage IRA (Mutual), MFS Capital Opportunities Fund — Interest

First Citizens Bank & Trust Savings Acct — Interest

Truliant Federal Credit Union Checking Acct — Interest

First Citizens Bank & Trust Quest Acct — Interest

First National Bank Checking Acct — Interest

State Employees Credit Union Money Market Acct — Interest

Merrill Lynch Investment Acct (H)

Merrill Lynch Cash Account/Bank of America — Interest

Pinnacle Fncl Partners — Dividend

Truist Finl Corp — Dividend

Bank of America Corp — Dividend

Coca Cola Com — Dividend

Comcast Corp New CL A — Dividend

Duke Energy Corp New — Dividend

Home Depot Inc — Dividend

Leggett & Platt Inc. PV1CT — Dividend

McDonalds Corp — Dividend

PepsiCo Inc — Dividend

Pfizer Inc — Dividend

Royal Dutch Shel PLC Spons ADR B — Dividend

FNB Corp — Dividend

Enbridge Inc — Dividend

Stryker Corp — Dividend

Sysco Corporation — Dividend

Zoetis Inc — Dividend

American Funds - High Income Trust CL A — Dividend

American Funds - Bond Fund of America CL A — Dividend

American Funds - Capital Income Builder Fund CL A — Dividend

American Funds - Capital World Growth & Income Fund CL A — Dividend

American Funds - Fundamental Investors CL A — Dividend

American Funds - Income Fund of America CL A — Dividend

American Funds - New Economy Fund CL A — Dividend

Royal Dutch Shell PLC Spons ADR A — Dividend

Lord Abbett Growth Leaders Fund CL C — Dividend

Align Tech Inc — Dividend

Lord Abbett Short Duration Tax Free CL C — Dividend

iShares Exponential Technologies ETF — Dividend

BlackRock Liquidity Mutual Fund — Dividend

Amazon Com Inc (X) — Dividend

Apple Inc — Dividend — Buy — transfer from line 46

Berkshire Hathaway Inc - B — Dividend — Buy — transfer from line 49

Lexington Women's Investment Club (H)

3M Co. — Dividend

Apple Inc — Dividend — Distributed (part)

Abbvie Inc — Dividend

AFLAC Incorporated — Dividend

Berkshire Hathaway Inc - B — Dividend — Distributed (part)

Chevron Corporation — Dividend — Sold

Dassault Sys — Dividend — Sold (part)

Duke Energy Corp — Dividend

Alphabet Inc - Class A — Dividend — Sold (part)

HealthPeak Properties, Inc. — Dividend

Johnson & Johnson — Dividend

Old Dominion Freight Line, Inc — Dividend — Sold (part)

Pepsico, Inc — Dividend — Sold (part)

Proctor & Gamble Company — Dividend

Enbridge Inc — Dividend

Verizon Communications, Inc — Dividend — Sold (part)

Visa Inc — Dividend — Sold (part)

Annaly Capital Management Inc — Dividend — Sold

Walt Disney Co — Dividend

Bausch Health Cos Inc — Dividend — Sold (part)

Edward Jones Money Market Account — Interest

Align Technology Inc — Dividend — Sold (part)

CVS Corporation — Dividend — Sold

Home Depot Inc — Dividend — Sold (part)

Synchrony Financal — Dividend — Sold

Micron Technology — Dividend — Sold

International Paper Co — Dividend — Sold

Amazon — Dividend — Buy (add'l)

Sealed Air Corp New — Dividend — Sold

Canopy Growth Corp — Dividend — Sold

GW Pharmaceuticals PLC — Dividend — Sold

TG Therapeutics Inc — Dividend — Buy

Merrill Lynch IRA #1 (H)

Blackrock Equity Dividend Fund — Dividend

iShares Russell 1000 Value — Dividend

iShares Core US Treasury Bond — Dividend

Vanguard Intermediate Term Corporate Bond — Dividend

iShares Russell 1000 Growth — Dividend

Merrill Lynch IRA #2 (H)

Merrill Lynch Cash Account/Bank of America — Interest

American Growth Fund of America CL C — Dividend

American Growth Fund of America CL A — Dividend

American Investment Co of America CL A — Dividend — Sold

Blackrock Global Allocation Fund Inc C — Dividend

Columbia Dividend Income (formerly Columbia Acorn Fund) CL A — Dividend

Delaware Small Cap Core Fund CL C — Dividend

First Eagle Global Class C — Dividend

Franklin Income Fund CL C — Dividend

Lord Abbett Short Duration Income Fund C — Dividend

MFS Emerging Markets Debt Fund CL C — Dividend — Sold

Putnam Equity Income Fund CL A — Dividend

Lord Abbett Multi Asset Income Fund C — Dividend — Sold

American Mutual Fund CL A — Dividend — Buy

American Balanced Fund CL A — Dividend — Buy

Lord Abbett Bond Debenture Fund CL A — Dividend — Buy

MFS Diversified Income CL A — Dividend — Buy

Merrill Lynch IRA #3 (H)

Blackrock Equity Dividend Fund — Dividend

The Oakmont International Fund — Dividend

iShares Russell 1000 Value — Dividend

iShares Core US Treasury Bond — Dividend

Invesco Oppenheimer International Growth Fund CL Y — Dividend — Sold

Merrill Lynch Cash Account/Bank of America — Interest

iShares Russell 1000 Growth — Dividend

iShares TR Core MSCI — Dividend

MFS Value Fund CL I — Dividend

TCW Total Return — Dividend

Vanguard Intermediate Term Corporate Bond — Dividend

Clearbridge Large Cap Growth Fund — Dividend

Fuller & Thaler Behvrl Small Cap Eq Fund — Dividend

T Rowe Price Emerging Mkts Stock Fund — Dividend

Pimco Investment Grade Credit Bond Fund CL I2 — Dividend

Edgewood Growth Fund (X) — Dividend

GS GQG Partners — Dividend — Buy

Inherited land in Davidson Co, NC — Rent

Board of Visitors, Wake Forest University School of Law

Director, Chief Justice Joseph Branch Inn (American Inns of Court)

Board of Visitors, Wake Forest University School of Law

Director, Chief Justice Joseph Branch Inn (American Inns of Court)

Board of Visitors, Wake Forest University School of Law

Director, Chief Justice Joseph Branch Inn (American Inns of Court)

Board of Visitors, Wake Forest University School of Law

Director, Chief Justice Joseph Branch Inn (American Inns of Court)

Board of Visitors, Wake Forest University School of Law

Director, Chief Justice Joseph Branch Inn (American Inns of Court)

Board of Visitors, Wake Forest University School of Law

Director, Chief Justice Joseph Branch Inn (American Inns of Court)

Spouse's income — 2020 — State retirement income from service as an administrator (Davidson County Community College)

Part VII - Investments and Trusts - Lines 44-76: Each security held by the Lexington Women's Investment Club is being reported because the club's total

investment in each security is above the reporting threshold. Spouse owns approximately 6% of the Investment Club, often meaning her personal investment in

the securities actually falls below the reporting threshold.

Part VII - Investments and Trusts - Line 119: Value is based on assessed tax value per Davidson County, NC.

This is a copy of a public record, reproduced as it was published. It is not legal advice, and it may not be the version a court would rely on. Check the official source before you cite it.