# Norwood Carlton Tilley jr > Federal judicial disclosures. URL: https://www.frixlaw.com/law-library/disclosures/33896 ## Record - **Judge:** Norwood Carlton Tilley jr - **Year:** 2020 - **Pages:** 12 ## Text 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) Spouse's income — 2020 — State retirement income from service as an administrator (Davidson County Community College) Spouse's income — 2020 — State retirement income from service as an administrator (Davidson County Community College) Spouse's income — 2020 — State retirement income from service as an administrator (Davidson County Community College) Spouse's income — 2020 — State retirement income from service as an administrator (Davidson County Community College) 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. --- Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/33896. Public record. Not legal advice.