George R. Hodges

Sonoco Products — Int/Div

Memill Lynch int. bearing demand acct — Interest

Bristol Myers Squibb — Int/Div

Oracle Corp. — Int/Div

Lincoln Nat'l. Comp. — Int/Div

Altria Group — Int/Div

Coca Cola Co. — Int/Div

Merck — Int/Div

Microsoft — Int/Div

Duke Energy Corp — Int/Div

General Electric Co — Int/Div

Philip Morris Int'l. Inc — Int/Div

ML CMA demand deposit — Interest

N Carolina Estn MPA Svs — Interest

CSX Comp. — Int/Div

IBM Corp. — Int/Div

Nash Hlth Cre Sys NCHCF — Interest

Berkshire Hathaway CLB — None

N. Car. MCC. Healthcare HFC — Interest

Johnson + Johnson — Int/Div

Amencan Balanced Fund — Interest

American Fundamental — Interest

First Eagle Overseas FD — Interest

First Eagle Global FD — Interest

JPMorgan Inc. Bldr. FD — Interest

IRA - Cash™oney Mkt — Interest

IRA « American Capital Wid Fund — Interest

IRA « American Cap Inc. Bldr — Interest

IRA - American Growth Fund — Interest

529 College Amer. Fund — Int/Div

Amencan AMCAP 529A — Int/Div

Amencan BDFD 529A — Int/Div

American CAP WRLD G&I 529A — Int/Div

Cisco Sys — Int/Div

Emerson Elec — Int/Div

Nucor Comp — Int/Div

Amencan EUROPACIFIC 529A — Int/Div

American GR FD of Amer S29A — Int/Div

Amer. SMALLCAP World S29A — Int/Div

Amer. WA Mutual 529A — Int/Div

IRA « BOA RASP — Interest

IRA «= Altria Group — Int/Div — Sold (part) — Lynch

IRA -- Bristol My. Sq. — None — Sold — Lynch

IRA -- Carnival Corp. Pr — Int/Div — Buy (add'l) — Lynch

IRA «= Chevron Corp. — Int/Div — Buy (add'l) — Lynch

IRA -- Cinn. Fin, Crp. — Int/Div

IRA -- Cisco Sys, Inc — Int/Div — Buy (add'l) — Lynch

IRA -- Coca Cola Com — Int/Div — Buy (add'l) — Lyach

IRA -- Conoco Phillips — Int/Div — Sold — Lynch

IRA «= Corr. Corp. Am. — Int/Div — Sold — Lynch

IRA « Domimon Res. — Int/Div

IRA -- Duke Energy — Int/Div

IRA -- Eh Lilly — Int/Div — Buy (add'l) — Lynch

IRA -- Gen. Dynamics — Int/Div — Buy (add'l) — Lynch

IRA -- Hasbro Inc — Int/Div — Buy (add'l) — Lynch

IRA -- Hasbro Inc — Sold (part) — Lynch

IRA «= Intel Corp. — Int/Div

IRA -- Kinder Morgan — Int/Div — Buy (add'l) — Lyanch

IRA -- Lowes Cos. — Int/Div — Sold (part) — Lynch

IRA «= Microsoft — Int/Div — Buy (add'l) — Lynch

IRA «= Newmarket Corp. — Int/Div — Buy (add'l) — Lynch

IRA -- Paychex Inc — Int/Div

IRA -- Pfizer Inc — Int/Div — Buy (add'l) — Lynch

IRA -- Reynolds Am — Int/Div — Buy (add'l) — Lynch

IRA -- Reynolds Am — Sold (part) — Lynch

IRA -- Mosaic Co. — Int/Div — Buy (add'l) — Lynch

IRA - Verizon Commun — Int/Div — Buy (add'l) — Lynch

IRA - Del. Value Fd — Int/Div

IRA -- Eaton Vance ATL — Int/Div — Sold (part) — Lynch

IRA -- IShares Russell — Int/Div

IRA «= Loomis Sayles Bed. Fd — Int/Div — Sold — Lynch

IRA «= MFS Int'l Value — Int/Div

IRA -- Southern Co. — Int/Div — Sold — Lynch

IRA - H&R Block — Int/Div — Buy (add'l) — Lynch

IRA -- Berkshire Hath — Int/Div — Buy — Lvach

IRA -- Diageo SPSD — Int/Div — Buy — Lynch

IRA -- General Mills — Int/Div — Buy — Lynch

IRA -- Merck & Co — Int/Div — Buy — Lynch

IRA -- Western Asset Bd — Int/Div — Buy — Lyach

IRA «CA Inc — Int/Div — Buy (add'l) — Lynch

IRA -- CommSales&L — Int/Div — Sold — Lynch

IRA « Gen Electric — Int/Div

IRA -- Norfolk So. — Int/Div — Buy (add'l) — Lynch

Intel — Int/Div

Int] Bkt Stepup Ins — None

KinderMorgan — Int/Div

SpectruEnergy — Int/Div

SXSE Stepup 4/15 — None

SXSE Stepup 10/16 — None

IRA - BB&T vanable rate ime mvestment — Int/Div

BB&T demand deposit — Interest

Memill Lynch CMA — Interest

Coca Cola Co. — Int/Div

Spectra Energy — Int/Div

Duke Energy Corp — Int/Div

Exxon/Mobil Corp — Int/Div

General Electric Co — Int/Div

International Paper Co — Int/Div

Sonoco Products — Int/Div

Schlumberger, Ltd — Int/Div

Merck Co. — Int/Div

Triangle Properties Assoc, LLC — Distribution

JM. Wallace Land Co.. LLC — Distribution

East Mecklenburg Co — Distribution

The Mason Wallace Co.. LLC — Distribution

Indian Land, SC Investment Real Estate — None

Microsoft — Int/Div

McDonalds Corp — Int/Div

Verizon Comm. — Int/Div

AT&T — Int/Div

Phillips 66 — Int/Div

Plizer — Int/Div

Chevron Corp. — Int/Div

Express Scripts Hidg — None

Conoco Phillips — Int/Div

Baxter Int'l — Int/Div

Bristol Myers Squibb — Int/Div

Dominion Res — Int/Div

SXSE Stepup — None

Emerson Electric — Int/Div

IBM — Int/Div

Nucor Corp. — Int/Div

Lockheed Martin — Int/Div

Lowes Cos. — Int/Div

Pepsico — Int/Div

INTER VIVOS TRUST Did 11-22-89 — None

John Hancock Life Insurance Policy — None

BB&T Demand Deposit Account — Interest

Prudential Financial — Int/Div

NY Life Fixed Annuity — Interest

Fst Eagle Global FD — Int/Div

Baxalta Inc — Int/Div — Sold (part)

Baxalta Inc — Sold — Lynch

Catepillar Inc — Int/Div

CSX Corp. — Int/Div

Intel Corp. — Int/Div

KinderMorgan — Int/Div

Price T. Rowe Grp. — Int/Div

Merrill Lynch Med. Acct — Int/Div

Shire PLC-ADR — Int/Div — Buy — Lynch

Liability — Nanonwide Ins, Co — Triangle Properties Assoc, LLC secured by shopping center in Hickory, NC

Liability — Natwonwide Ins. Co — Note by JM Wallace Land Co. secured by shopping center i Iredell County, NC

I. POSITIONS

Trustee Inter Vivos life insuarnce trust dated 11-22-89,

VIL INVESTMENTS and TRUSTS

Conflicts: 1 do not handle any disputes involving any company in which stock is owned (individually and as Trustee). Also, | do not handle any disputes

involving closely held businesses or anything related thereto, Those matters are assigned to the other bankruptcy judges in the Western District of North Carolina,

I no longer have a conflict on matters involving Bank of America, since my brother's retirement from it. The Committee on Codes of Conduct has determined

that that is not a conflict for my hearing disputes involving BB&T on account of a brother-in-law’s involvement on 4 "local board” of the bank.

Note: Income is received from several closely held family corporations including East Mecklenburg Corp. ("S* corporation), The Mason Wallace Co., LLC, JM.

Wallace Land Co, LLC, and Triangle Properties Associates, LLC, and real property owned in common. This is in the nature of investment income and is reported

in PART VII. The corporations buy, sell and own real estate, but the stockholders do not control any of those decisions or assets individually.

1 own two cows that produce calves that | sell. The cows have a value of $1,000. During 2016, | sold two calves at the Chesnee Livestock Market for a total of

$547.