Bill "Carlton" Carlton Terry, Jr.

The SEI and any attachments, excluding the Confidential Form, are public records. Page 1 of 14 STATE ETHICS COMMISSION 2025 STATEMENT OF ECONOMIC INTEREST ELECTRONIC FILING This entire form must be completed to fulfill your ethics filing obligation. Filer’s Name (First, Middle, Last) Prefix First Name Middle Name Last Name Suffix Hon. Bill Carlton Terry JR Current Employer Job Title NC Administrative Office of the Courts Chief District Court Judge Nature or Type of Business Legal/Judicial Reason For Filing (Complete all that apply.) Are you a CANDIDATE for elected office? ☐ Yes ☒ No If yes, for what position are you seeking election? (Specify name of office seeking in box below.) Do you currently hold this position? ☐ Yes ☐ No State Government Job or Post-Service Filer (Specify agency and position.) Board/Commission (List complete names of all State boards on which you are serving or are being considered.) Judicial Officer, Post-Service Filer, or Judicial Officer Appointee (Specify office.) Legislator, Post-Service Filer, or Appointee to Legislative Office (Specify House or Senate.) District Court Judge A. Do any immediate family members reside in your household? ☒ Yes ☐ No On this form, ”immediate family” includes your spouse (unless legally separated) and unemancipated children (minors under 18 years of age). It also includes members of your extended family (your and your spouse’s children, grandchildren, parents, grandparents, and siblings, and the spouses of each of those persons) who reside in your household. List the full name of all adults and emancipated minors in your household. Minors are children under 18. They are emancipated by marriage, enlistment in the US military, or court order for emancipation. Full names of Adults and Emancipated Minors Relationship Employer Job Title Nature of Business Wendy Joyce Terry Spouse Terry Law, PLLC Attorney Legal The SEI and any attachments, excluding the Confidential Form, are public records. Page 2 of 14 B. List only the initials of all unemancipated minors in your household below. A minor is a child under 18 years old. List the full name of each minor child on the Confidential Form at the end. Initials of Unemancipated Minors Relationship Employer Job Title Nature of Business Property Interests 1. As of December 31, 2024, did you or any members of your immediate family: A. have an ownership interest in North Carolina real estate (including your residence) with a market value of $10,000 or more? ☒ Yes ☐ No Owner of Real Estate % Ownership Interest Location by City Location by County (Self plus Spouse) 100.00% Advance Davie (Self plus Spouse) 100.00% Mocksville Davie (Self plus Spouse) 100.00% Lexington Davidson (Self plus Spouse) 100.00% Holden Beach Brunswick B. lease or rent real estate or personal property to or from the State of North Carolina with a market value of $10,000 or more? ☐ Yes ☒ No Name of Lessor Name of Lessee (Renter) If Real Estate, Location by City & County If Personal Property, Describe 2. At any time during 2023 or 2024, did you or any members of your immediate family sell or buy personal property worth $10,000 or more to or from the State of North Carolina? ☐ Yes ☒ No Name of Purchaser Name of Seller Type of Property The SEI and any attachments, excluding the Confidential Form, are public records. Page 3 of 14 Financial Interests 3. As of December 31, 2024, did you or any members of your immediate family own any of the following financial interests valued at $10,000 or more? List each company individually. A. Stock in a publicly owned company? ☒ Yes ☐ No ► Include stocks held individually of in a portfolio managed by a financial services company Do not list interests in a widely held investment fund (including mutual funds, regulated investment companies, or pension or deferred compensation plans) if: 1. the fund is publicly traded or its assets are widely diversified; and 2. neither you nor an immediate family member are able to control the underlying assets. Owner of Interest Full Name of Company or ticker symbol (Self plus Spouse) Amazon (Self plus Spouse) Apple (Self plus Spouse) American Express (Self plus Spouse) Duke energy (Self plus Spouse) Dow Inc (Self plus Spouse) Alphabet (Self plus Spouse) Lockheed Martin (Self plus Spouse) Pepsi (Self plus Spouse) Wells Fargo (Self plus Spouse) Qualcomm (Self plus Spouse) JP Morgan (Self plus Spouse) McDonalds (Self plus Spouse) Northrop Grumman (Self plus Spouse) Nucor Steel (Self plus Spouse) Invidia (Self plus Spouse) NXP Semiconductors (Self plus Spouse) Eli Lilly And Co (Self plus Spouse) Fortinet Inc (Self plus Spouse) Meta Platforms Inc Bill Carlton Terry JR (Self) Apple Bill Carlton Terry JR (Self) American Tower Bill Carlton Terry JR (Self) BP PLC Bill Carlton Terry JR (Self) Comcast Bill Carlton Terry JR (Self) Walt Disney Co The SEI and any attachments, excluding the Confidential Form, are public records. Page 4 of 14 Bill Carlton Terry JR (Self) Editas Medicine Bill Carlton Terry JR (Self) Walt Disney Inc Bill Carlton Terry JR (Self) Wisdom Tree Bill Carlton Terry JR (Self) Dover Corp Bill Carlton Terry JR (Self) Eaton Corp Bill Carlton Terry JR (Self) Honeywell Intl Bill Carlton Terry JR (Self) Marathon Pete Corp Bill Carlton Terry JR (Self) United Health Group Bill Carlton Terry JR (Self) Travel & Leisure Co Bill Carlton Terry JR (Self) TJX Companies Bill Carlton Terry JR (Self) Bank of America Bill Carlton Terry JR (Self) CF Industries Bill Carlton Terry JR (Self) Corteva Inc Bill Carlton Terry JR (Self) Lord Abbott Short Duration Income A Bill Carlton Terry JR (Self) Blackrock Liquidity Funds Bill Carlton Terry JR (Self) ASML Holding N V N Y Bill Carlton Terry JR (Self) Celldex Therapeutics Inc Bill Carlton Terry JR (Self) Zoom Video Communications Inc Bill Carlton Terry JR (Self) Union Pacific Bill Carlton Terry JR (Self) Mondelez International Inc Bill Carlton Terry JR (Self) Carlyle Property Private Investors, LLC Bill Carlton Terry JR (Self) Starwood Opportunity Zone Partners Bill Carlton Terry JR (Self) Coatue Early Stage Fund Private Investors Bill Carlton Terry JR (Self) HPS Mezzanine Private Investors Bill Carlton Terry JR (Self) HPS Core Senior Lending Fund Bill Carlton Terry JR (Self) Essex Property trust Inc Bill Carlton Terry JR (Self) Accenture PLC Bill Carlton Terry JR (Self) Walmart Inc Bill Carlton Terry JR (Self) Intel Corp Bill Carlton Terry JR (Self) Atlassian Corp Bill Carlton Terry JR (Self) Roku Inc Bill Carlton Terry JR (Self) Newmont Corporation The SEI and any attachments, excluding the Confidential Form, are public records. Page 5 of 14 Bill Carlton Terry JR (Self) Entergy Corp Bill Carlton Terry JR (Self) Medtronic PLC Bill Carlton Terry JR (Self) Abbott Laboratories Bill Carlton Terry JR (Self) Home Depot INC Bill Carlton Terry JR (Self) AT&T INC Bill Carlton Terry JR (Self) Lockheed Martin Corp Bill Carlton Terry JR (Self) Allstate Corp Bill Carlton Terry JR (Self) Microsoft Corp Bill Carlton Terry JR (Self) Honeywell International INC Bill Carlton Terry JR (Self) Service Corp International Bill Carlton Terry JR (Self) Waste Management INC Bill Carlton Terry JR (Self) US Bancorp Bill Carlton Terry JR (Self) Verizon Communications Bill Carlton Terry JR (Self) Wallgreens Boots Alliance Bill Carlton Terry JR (Self) Wells Fargo Bill Carlton Terry JR (Self) Yum Brands Bill Carlton Terry JR (Self) Raytheon Technologies Corporation Bill Carlton Terry JR (Self) Kinder Morgan Inc Bill Carlton Terry JR (Self) Annaly Capital Management Bill Carlton Terry JR (Self) New Residential Investment Bill Carlton Terry JR (Self) Nvidia Corp Bill Carlton Terry JR (Self) PepsiCo Bill Carlton Terry JR (Self) Raytheon Bill Carlton Terry JR (Self) Rithm Capital Corp Bill Carlton Terry JR (Self) Axon Enterprise Inc Bill Carlton Terry JR (Self) Crowd-Strike Holdings Inc Bill Carlton Terry JR (Self) Service Now Inc Bill Carlton Terry JR (Self) Main Street Capital Corp Bill Carlton Terry JR (Self) PIMCO Enhanced short maturity Bill Carlton Terry JR (Self) Super Microcomputer Inc Bill Carlton Terry JR (Self) Abbvie Inc Bill Carlton Terry JR (Self) Allison Transmission Holdings Inc The SEI and any attachments, excluding the Confidential Form, are public records. Page 6 of 14 Bill Carlton Terry JR (Self) Apollo Global Management INC Bill Carlton Terry JR (Self) Bristol Myers Squibb Co Bill Carlton Terry JR (Self) CH Robinson Worldwide Inc Bill Carlton Terry JR (Self) The Cigna Goup Bill Carlton Terry JR (Self) Cisco Systems Inc Bill Carlton Terry JR (Self) Dupont De Nemours Inc Bill Carlton Terry JR (Self) First Trust North American Energy Infrastructure Fund Bill Carlton Terry JR (Self) Home Depot Inc Bill Carlton Terry JR (Self) Hubble Inc Bill Carlton Terry JR (Self) Intercontinental Exchange Inc Bill Carlton Terry JR (Self) Johnson Controls International Inc Bill Carlton Terry JR (Self) Coca Cola Company Bill Carlton Terry JR (Self) Kenvue Inc Bill Carlton Terry JR (Self) L3Harris Technologies Inc Bill Carlton Terry JR (Self) Eli Lilly & Co Bill Carlton Terry JR (Self) 3M Company Bill Carlton Terry JR (Self) NASDAQ Inc Bill Carlton Terry JR (Self) Nextera Energy Inc Bill Carlton Terry JR (Self) Procter & Gamble Co Bill Carlton Terry JR (Self) Primo Brands Corporation Bill Carlton Terry JR (Self) Western Alliance Bancorporation Bill Carlton Terry JR (Self) Welltower Inc Bill Carlton Terry JR (Self) The Williams Companies Bill Carlton Terry JR (Self) Exxon Mobile Corp B. Stock options in a company or business? ☐ Yes ☒ No Owner of Stock Option Full Name of Company (Do not use a ticker symbol) C. Interests in a non-publicly owned company or business entity? These include interests in sole proprietorships, partnerships, limited partnerships, joint ventures, limited liability companies, limited liability partnerships, and closely held corporations. ☒ Yes ☐ No - If “No,” proceed to question 4. Owner of Interest Name of Company or Business Entity The SEI and any attachments, excluding the Confidential Form, are public records. Page 7 of 14 (Self plus Spouse) Two Danes QOZ Investments LLC (Self plus Spouse) Two Danes Properties, LLC (Self plus Spouse) Handcrafted Homes LLC Wendy Joyce Terry (Spouse) PTM Lawfirm LLP Wendy Joyce Terry (Spouse) Terry Law, PLLC Bill Carlton Terry JR (Self) DCAW Aviation LLC C (1). For each company or business entity identified in question 3.C. (the “Primary Company”), please list the names of any other companies or business entities in which the Primary Company owns securities or equity interests valued at over $10,000, if known. Non-Publicly Owned Company or Business Entity (the Primary Company) Other Companies in which the Primary Company Owns Security or Equity Interests None or Not Known C (2). If you know that any entity listed in 3.C or 3.C(1) above has any material business dealings or business contracts with the State of North Carolina, or is regulated by the State, briefly describe that business activity. Name of Company or Business Entity Description of Business Activity with the State 4. As of December 31, 2024, were you or any members of your immediate family the beneficiaries of a vested trust with a value of $10,000 or more that you created, established, or controlled? Do not list assets held in blind trusts. See 2025 SEI Helpful Tips for the definition of “Vested Trust” and “Blind Trust.” https://ethics.nc.gov/seis ☐ Yes ☒ No Name and Address of Trustee Description of the Trust Your Relationship to the Trust 5. As of December 31, 2024, did you any members of your immediate family have liabilities of $10,000 or more, excluding the mortgage on your primary personal residence? Examples include credit card debts, auto loans, student loans, personal loans and intra-family debt. Do not disclose the amount of the debt. ☐ Yes ☒ No Name of Debtor Type of Creditor (commercial Bank, credit union, individual, etc.) 6. List each source of income (not specific amounts) of more than $5,000 received by you or any members of your immediate family during 2024. Include salary, wages, state/local government retirement income, professional fees, honoraria, interest, dividends, rental income, business income, and other types required to be reported on State and federal tax returns. You must disclose your receipt of salary or wages from any governmental or private entity, including those already listed in response to other SEI questions. Do not include income received from the following sources: ► Capital gains ► Federal government retirement ► Military retirement ► Social security retirement, survivors, or disability benefits Recipient of Income Name of Person or Entity from Which Income Was Received Type of Business/Industry Type of Income The SEI and any attachments, excluding the Confidential Form, are public records. Page 8 of 14 (Self plus Spouse) American Express Financial Dividends (Self plus Spouse) Duke Energy Utility Dividends (Self plus Spouse) Enbridge Utility Dividends (Self plus Spouse) McDonalds Food Service Dividends (Self plus Spouse) Penry, Terry & Mitchell PLLC Legal Rental income (Self plus Spouse) Salisbury Newsmedia LLC Publication Rental income (Self plus Spouse) Charles Terry Dept of Defense Rental income (Self plus Spouse) Mary Covington Legal Rental income (Self plus Spouse) Ken & Lisa Gamble Mgmnt Rental income (Self plus Spouse) Monkey Works Inc Real Estate Rental income Bill Carlton Terry JR (Self) New vResidential Investment Corp REIT Dividends Bill Carlton Terry JR (Self) Lord Abbott Short Duration Income fund Financial Dividends Bill Carlton Terry JR (Self) Federated Prime Cash Obligation Fund Financial Dividends Bill Carlton Terry JR (Self) Spider S&P 500 ETF Trust Financial Dividends Bill Carlton Terry JR (Self) Vanguard Index Funds Financial Dividends Bill Carlton Terry JR (Self) Credit Suisse Floating Rate High Financial Dividends Bill Carlton Terry JR (Self) T Rowe Price Intl Funds Financial Dividends Bill Carlton Terry JR (Self) Fidelity Covington Trust Financial Dividends Bill Carlton Terry JR (Self) Lazard Global Listed Infrastructure Financial Dividends Bill Carlton Terry JR (Self) Wisdomtree Mid Cap fund Financial Dividends Bill Carlton Terry JR (Self) Charlotte NC Wtr & swr sys Municipal Interest Bill Carlton Terry JR (Self) Chatham County Ltd Obligation Bonds Municipal Interest Bill Carlton Terry JR (Self) Iredell County NC SCH Go Bonds Municipal Interest Bill Carlton Terry JR (Self) NC St LTD Oblig Bonds Municipal Interest Bill Carlton Terry JR (Self) Winston Salem NC LTD Oblig Bonds Municipal Interest Bill Carlton Terry JR (Self) Forsyth County NC GO Ref Bonds Financial Interest Bill Carlton Terry JR (Self) Mecklenburg County NC GO Pub IMPT Bonds Financial Interest Bill Carlton Terry JR (Self) Administrative Office of the Courts Judicial Salary The SEI and any attachments, excluding the Confidential Form, are public records. Page 9 of 14 Professional and Civic Relationships 7(a). During 2024, were you or any members of your immediate family a director, officer, governing board member, employee, independent contractor, or registered lobbyist of a nonprofit corporation or organization operating in North Carolina primarily for religious, charitable, scientific, literary, public health and safety, or educational purposes? ☒ Yes ☐ No - If “No,” proceed to question 8. ► Do NOT list State boards or entities, or entities created by local governments. ► Do NOT list organizations of which you are a mere member. Name of Person Position Name of Nonprofit Corporation or Organization Nature or Purpose of Organization Wendy Joyce Terry (Spouse) Board Member Smart Start of Davie County Educational Non-Profit 7(b). If the nonprofit corporations or organizations listed above do business with the State of North Carolina or receive State funds, briefly describe the nature of that business, if known or with due diligence could reasonably be known. Name of Nonprofit Corporation or Organization Describe State Business Smart Start of Davie County None or Not Known 8. During 2024, were you or any members of your immediate family a director, officer, or governing board member of any society, organization, or advocacy group with an interest in matters over which your agency or board may have jurisdiction? ☐ Yes ☐ No ☒ Legislator/Judicial Officer -You are not required to complete this question if you are filing solely because you are a legislator or judicial officer or as a candidate or appointee to those offices. ►Do not list organizations of which you are only a member and do not serve in a leadership role. Name of Person Name of Society, Organization, or Advocacy Group Leadership Position (Director, Officer, Board Member) The SEI and any attachments, excluding the Confidential Form, are public records. Page 10 of 14 9(a). List the name of each for profit business with which you or a member of your immediate family was an employee, director, officer, partner, proprietor, or member or manager as of December 31, 2024. Name of Person Relationship to Filer Name of Company Role of Person Wendy Joyce Terry Spouse Two Danes Properties LLC Manager Wendy Joyce Terry Spouse Two Danes QOZ Investments LLC Manager Wendy Joyce Terry Spouse Handcrafted Homes LLC Manager Bill Carlton Terry JR Self Two Danes QOZ Investments LLC Manager Bill Carlton Terry JR Self DCAW Aviation, LLC Manager Bill Carlton Terry JR Self Two Danes Properties LLC Manager Bill Carlton Terry JR Self Handcrafted Homes LLC Manager 9(b). If you know that any entity listed in 9(a) above had any material business dealings or business contracts with the State of North Carolina or was regulated by the State as of December 31, 2024, briefly describe that activity. Name of Company or Business Entity Description of Business Activity with the State None or Not Known 10. Are you a practicing attorney? ☐ Yes ☐ No ☒ Judicial Officer/State Attorney/In House/Employee Attorney If “Yes”, check each category of legal representation in which you or the law firm with which you are affiliated has earned legal fees of more than $10,000 during 2024. ☐ Administrative ☐ Admiralty ☐ Corporate ☐ Criminal ☐ Decedent’s Estates ☐ Environmental ☐ Insurance ☐ Labor ☐ Local Government ☐ Real Property ☐ Securities ☐ Tax ☐ Tort litigation (including negligence) ☐ Utilities Regulation ☐ Other category not listed 11. During 2024, were you a licensed professional (other than an attorney) or did you provide consulting services individually or as a member of a professional association for which you charged or were paid over $10,000? ☐ Yes ☒ No Type of Business Nature of Services Rendered The SEI and any attachments, excluding the Confidential Form, are public records. Page 11 of 14 12. Are you or your employer, or any members of your immediate family, or their employers currently:  licensed by the State board or agency with which you are or will be associated or  regulated by the State board or agency with which you are or will be associated or  in a business relationship with the State board or agency with which you are or will be associated? ☐ Yes ☐ No ☒ Legislator/Judicial Officer - You are not required to complete this question if you are filing solely because you are a legislator or judicial officer or as a candidate or appointee to those offices. Name of Person Name of Employer (if applicable) Type of Relationship (Licensing, Regulatory, Business) 13. Have you or a member of your immediate family been registered as a lobbyist or lobbyist principal within the 12 months preceding your filing of this form? ☐ Yes ☒ No Name of Lobbyist Lobbyist’s Principal Date of Registration Registration Expiration Other Disclosures 14. During 2024, after you were appointed, employed, or filed or were nominated as a candidate, did you  receive any “gift(s)” exceeding $200 per quarter from a person or group of persons acting together,  when both you and those person(s) were outside North Carolina,  under circumstances that would lead a reasonable person to conclude the gifts were given for lobbying? To answer Yes, all three conditions must apply ☐ Yes ☒ No ► Do not report gifts given by members of your extended family. ► Do not report gifts you have previously reported on the “Expense Report for Exempted Persons.” Date Item Received Name and Address of Donor(s) Describe Item Received Estimated Market Value The SEI and any attachments, excluding the Confidential Form, are public records. Page 12 of 14 15. During 2024, after you were appointed, employed, or filed or were nominated as a candidate, did you  accept a “scholarship” exceeding $200 related to your public position from a person or group of persons acting together,  when those person(s) were outside North Carolina? To answer Yes, both conditions must apply A “scholarship” is a grant-in-aid, either direct or indirect, to attend a conference, meeting, or similar event, including tuition, travel, lodging, meals, and other similar expenses. ☐ Yes ☐ No ☒ Judicial Officer - You are not required to complete this question if you are filing solely because you are a legislator or judicial officer or as a candidate or appointee to those offices. ► Do not report gifts you have previously reported on the “Expense Report for Exempted Persons.” ► Legislators are not required to report scholarships paid by a nonpartisan legislative organization of which the legislator or the General Assembly is a member, participant, or affiliate. Date of Scholarship Name and Address of Donor(s) Describe Event Estimated Market Value 16. Have you been appointed or considered for appointment to a covered board by the Governor or another Council of State member? Council of State members are: ► Governor ► Lt. Governor ► Secretary of State ► State Auditor ► State Treasurer ► Superintendent of Public Instruction ► Attorney General ► Commissioner of Agriculture ► Commissioner of Labor ► Commissioner of Insurance ☐ Yes ☒ No If “Yes,” list all contributions you made in 2024 with a cumulative total of more than $1,000 to the Council of State member who appointed you. Do not include contributions from immediate family members. ► Contributions are defined broadly in N.C.G.S. 163-278.6(6) and include “any advance, conveyance, deposit, distribution, transfer of funds, loan, payment, gift, pledge or subscription of money or anything of value whatsoever.” Date Amount Contributed to The SEI and any attachments, excluding the Confidential Form, are public records. Page 13 of 14 17. Are you an appointee or prospective appointee as: a. the head of a principal state department (e.g., cabinet secretary) appointed by the Governor; or b. a North Carolina Supreme Court Justice, Court of Appeals, Superior or District Court Judge; or c. a member of any of the following boards:  ABC Commission  Coastal Resources Commission  State Board of Education  State Board of Elections  Division of Employment Security  Environmental Management Commission  Industrial Commission  Human Resources Commission  Rules Review Commission  Board of Transportation  Utilities Commission  Wildlife Resources Commission ☐ Yes ☒ No If “No,” proceed to question 18. d. If yes, were you appointed or are you being considered for appointment to that position by a Council of State member? ☐ Yes ☒ No If “No,” proceed to question 18. e. If yes, you must indicate whether during 2024 you engaged in any of the following activities with respect to or on behalf of the candidate or campaign committee of the Council of State member who appointed you: i. Collected contributions from multiple contributors, took possession of such multiple contributions, and transferred or delivered those collected contributions to the candidate or committee? ☐ Yes ☐ No ii. Hosted a fundraiser at your residence or place of business? ☐ Yes ☐ No iii. Volunteered for campaign-related activities, including phone banks, event assistance, mailings, canvassing, surveying, or any other activity that advances the campaign of a candidate? ☐ Yes ☐ No 18. Have you ever been convicted of a felony for which you have not received either: (i) a pardon; or (ii) an order of expungement? ☐ Yes ☒ No Offense Date of Conviction County of Conviction State of Conviction 19. Are you aware of any other information that you believe may assist the Ethics Commission in advising you concerning your compliance with the State Government Ethics Act? ☐ Yes ☒ No If yes, please provide that information below. The SEI and any attachments, excluding the Confidential Form, are public records. Page 14 of 14 Affirmation The information provided in this Statement of Economic Interest and any attachments are true, complete, and accurate to the best of my knowledge and belief. I have not transferred, and will not transfer, any asset, interest, or property for the purpose of concealing it from disclosure while retaining an equitable interest. I understand that my Statement of Economic Interest and any attachments except for the Confidential Form regarding Unemancipated Children are public records. I have read and understand the following statutes: N.C.G.S. § 138A-26. Concealing or failing to disclose material information. A filing person who knowingly conceals or knowingly fails to disclose information that is required to be disclosed on a statement of economic interest . . . shall be guilty of a Class 1 misdemeanor and subject to disciplinary action under G.S. 138A-45. N.C.G.S. § 138A-27. Penalty for false information. A filing person who provides false information on a statement of economic interest . . . knowing that the information is false is guilty of a Class H felony and shall be subject to disciplinary action under G.S. 138A-45. I affirm under penalty of perjury that the foregoing is true and correct. Filed Electronically 04/24/2025 Signature Date Bill Carlton Terry JR Printed Name

The SEI and any attachments, excluding the Confidential Form, are public records. Page 1 of 14 STATE ETHICS COMMISSION 2024 STATEMENT OF ECONOMIC INTEREST ELECTRONIC FILING This entire form must be completed to fulfill your ethics filing obligation. Filer’s Name (First, Middle, Last) Prefix First Name Middle Name Last Name Suffix Hon. Bill Carlton Terry JR Current Employer Job Title NC Administrative Office of the Courts Chief District Court Judge Nature or Type of Business Legal/Judicial Reason For Filing (Complete all that apply.) Are you a CANDIDATE for elected office? ☐ Yes ☒ No If yes, for what position are you seeking election? (Specify name of office seeking in box below.) Do you currently hold this position? ☐ Yes ☐ No State Government Job (Specify agency and position.) Board/Commission (List complete names of all State boards on which you are serving or are being considered.) Judicial Officer or Judicial Officer Appointee(Specify office.) Legislator or Appointee to Legislative Office(Specify House or Senate.) District Court Judge A. Do any immediate family members reside in your household? ☒ Yes ☐ No On this form, ”immediate family” includes your spouse (unless legally separated) and unemancipated children (minors under 18 years of age). It also includes members of your extended family (your and your spouse’s children, grandchildren, parents, grandparents, and siblings, and the spouses of each of those persons) who reside in your household. List the full name of all adults and emancipated minors in your household. Minors are children under 18. They are emancipated by marriage, enlistment in the US military, or court order for emancipation. Full names of Adults and Emancipated Minors Relationship Employer Job Title Nature of Business Erika Louise Terry Child Student Student Student Wendy Joyce Terry Spouse Terry Law, PLLC Attorney Legal The SEI and any attachments, excluding the Confidential Form, are public records. Page 2 of 14 B. List only the initials of all unemancipated minors in your household below. A minor is a child under 18 years old. List the full name of each minor child on the Confidential Form at the end. Initials of Unemancipated Minors Relationship Employer Job Title Nature of Business Property Interests 1. As of December 31, 2023, did you or any members of your immediate family: A. have an ownership interest in North Carolina real estate (including your residence) with a market value of $10,000 or more? ☒ Yes ☐ No Owner of Real Estate % Ownership Interest Location by City Location by County (Self plus Spouse) 100.00% Advance Davie (Self plus Spouse) 100.00% Mocksville Davie (Self plus Spouse) 100.00% Lexington Davidson (Self plus Spouse) 100.00% Holden Beach Brunswick B. lease or rent real estate or personal property to or from the State of North Carolina with a market value of $10,000 or more? ☐ Yes ☒ No Name of Lessor Name of Lessee (Renter) If Real Estate, Location by City & County If Personal Property, Describe 2. At any time during 2022 or 2023, did you or any members of your immediate family sell or buy personal property worth $10,000 or more to or from the State of North Carolina? ☐ Yes ☒ No Name of Purchaser Name of Seller Type of Property The SEI and any attachments, excluding the Confidential Form, are public records. Page 3 of 14 Financial Interests 3. As of December 31, 2023, did you or any members of your immediate family own any of the following financial interests valued at $10,000 or more? List each company individually. A. Stock in a publicly owned company? ☒ Yes ☐ No ► Include stocks held individually of in a portfolio managed by a financial services company Do not list interests in a widely held investment fund (including mutual funds, regulated investment companies, or pension or deferred compensation plans) if: 1. the fund is publicly traded or its assets are widely diversified; and 2. neither you nor an immediate family member are able to control the underlying assets. Owner of Interest Full Name of Company or ticker symbol (Self plus Spouse) Amazon (Self plus Spouse) Apple (Self plus Spouse) American Express (Self plus Spouse) Duke energy (Self plus Spouse) Dow Inc (Self plus Spouse) Alphabet (Self plus Spouse) Lockheed Martin (Self plus Spouse) Pepsi (Self plus Spouse) Wells Fargo (Self plus Spouse) Qualcomm (Self plus Spouse) JP Morgan (Self plus Spouse) McDonalds (Self plus Spouse) Northrop Grumman (Self plus Spouse) Nucor Steel (Self plus Spouse) Invidia (Self plus Spouse) NXP Semiconductors (Self plus Spouse) Eli Lilly And Co (Self plus Spouse) Fortinet Inc (Self plus Spouse) Meta Platforms Inc Bill Carlton Terry JR (Self) Apple Bill Carlton Terry JR (Self) American Tower Bill Carlton Terry JR (Self) BP PLC Bill Carlton Terry JR (Self) Comcast Bill Carlton Terry JR (Self) Walt Disney Co The SEI and any attachments, excluding the Confidential Form, are public records. Page 4 of 14 Bill Carlton Terry JR (Self) Editas Medicine Bill Carlton Terry JR (Self) Walt Disney Inc Bill Carlton Terry JR (Self) Wisdom Tree Bill Carlton Terry JR (Self) Dover Corp Bill Carlton Terry JR (Self) Eaton Corp Bill Carlton Terry JR (Self) Honeywell Intl Bill Carlton Terry JR (Self) Marathon Pete Corp Bill Carlton Terry JR (Self) United Health Group Bill Carlton Terry JR (Self) Travel & Leisure Co Bill Carlton Terry JR (Self) TJX Companies Bill Carlton Terry JR (Self) Bank of America Bill Carlton Terry JR (Self) CF Industries Bill Carlton Terry JR (Self) Corteva Inc Bill Carlton Terry JR (Self) Lord Abbott Short Duration Income A Bill Carlton Terry JR (Self) Blackrock Liquidity Funds Bill Carlton Terry JR (Self) ASML Holding N V N Y Bill Carlton Terry JR (Self) Celldex Therapeutics Inc Bill Carlton Terry JR (Self) Zoom Video Communications Inc Bill Carlton Terry JR (Self) Union Pacific Bill Carlton Terry JR (Self) Mondelez International Inc Bill Carlton Terry JR (Self) Carlyle Property Private Investors, LLC Bill Carlton Terry JR (Self) Starwood Opportunity Zone Partners Bill Carlton Terry JR (Self) Coatue Early Stage Fund Private Investors Bill Carlton Terry JR (Self) HPS Mezzanine Private Investors Bill Carlton Terry JR (Self) HPS Core Senior Lending Fund Bill Carlton Terry JR (Self) Essex Property trust Inc Bill Carlton Terry JR (Self) Accenture PLC Bill Carlton Terry JR (Self) Walmart Inc Bill Carlton Terry JR (Self) Intel Corp Bill Carlton Terry JR (Self) Atlassian Corp Bill Carlton Terry JR (Self) Roku Inc Bill Carlton Terry JR (Self) Newmont Corporation The SEI and any attachments, excluding the Confidential Form, are public records. Page 5 of 14 Bill Carlton Terry JR (Self) Entergy Corp Bill Carlton Terry JR (Self) Medtronic PLC Bill Carlton Terry JR (Self) Abbott Laboratories Bill Carlton Terry JR (Self) Home Depot INC Bill Carlton Terry JR (Self) AT&T INC Bill Carlton Terry JR (Self) Lockheed Martin Corp Bill Carlton Terry JR (Self) Allstate Corp Bill Carlton Terry JR (Self) Microsoft Corp Bill Carlton Terry JR (Self) Honeywell International INC Bill Carlton Terry JR (Self) Service Corp International Bill Carlton Terry JR (Self) Waste Management INC Bill Carlton Terry JR (Self) US Bancorp Bill Carlton Terry JR (Self) Verizon Communications Bill Carlton Terry JR (Self) Wallgreens Boots Alliance Bill Carlton Terry JR (Self) Wells Fargo Bill Carlton Terry JR (Self) Yum Brands Bill Carlton Terry JR (Self) Raytheon Technologies Corporation Bill Carlton Terry JR (Self) Kinder Morgan Inc Bill Carlton Terry JR (Self) Annaly Capital Management Bill Carlton Terry JR (Self) New Residential Investment Bill Carlton Terry JR (Self) Nvidia Corp Bill Carlton Terry JR (Self) PepsiCo Bill Carlton Terry JR (Self) Raytheon Bill Carlton Terry JR (Self) Rithm Capital Corp Bill Carlton Terry JR (Self) Axon Enterprise Inc Bill Carlton Terry JR (Self) Crowd-Strike Holdings Inc Bill Carlton Terry JR (Self) Service Now Inc Bill Carlton Terry JR (Self) Main Street Capital Corp Bill Carlton Terry JR (Self) PIMCO Enhanced short maturity Bill Carlton Terry JR (Self) Super Microcomputer Inc B. Stock options in a company or business? ☐ Yes ☒ No The SEI and any attachments, excluding the Confidential Form, are public records. Page 6 of 14 Owner of Stock Option Full Name of Company (Do not use a ticker symbol) C. Interests in a non-publicly owned company or business entity? These include interests in sole proprietorships, partnerships, limited partnerships, joint ventures, limited liability companies, limited liability partnerships, and closely held corporations. ☒ Yes ☐ No - If “No,” proceed to question 4. Owner of Interest Name of Company or Business Entity (Self plus Spouse) Two Danes QOZ Investments LLC (Self plus Spouse) Two Danes Properties, LLC (Self plus Spouse) Handcrafted Homes LLC Wendy Joyce Terry (Spouse) PTM Lawfirm LLP Wendy Joyce Terry (Spouse) Terry Law, PLLC Bill Carlton Terry JR (Self) DCAW Aviation LLC C (1). For each company or business entity identified in question 3.C. (the “Primary Company”), please list the names of any other companies or business entities in which the Primary Company owns securities or equity interests valued at over $10,000, if known. Non-Publicly Owned Company or Business Entity (the Primary Company) Other Companies in which the Primary Company Owns Security or Equity Interests None or Not Known C (2). If you know that any entity listed in 3.C or 3.C(1) above has any material business dealings or business contracts with the State of North Carolina, or is regulated by the State, briefly describe that business activity. Name of Company or Business Entity Description of Business Activity with the State 4. As of December 31, 2023, were you or any members of your immediate family the beneficiaries of a vested trust with a value of $10,000 or more that you created, established, or controlled? Do not list assets held in blind trusts. See 2024 SEI Helpful Tips for the definition of “Vested Trust” and “Blind Trust.” https://ethics.nc.gov/seis ☐ Yes ☒ No Name and Address of Trustee Description of the Trust Your Relationship to the Trust 5. As of December 31, 2023, did you any members of your immediate family have liabilities of $10,000 or more, excluding the mortgage on your primary personal residence? Examples include credit card debts, auto loans, student loans, personal loans and intra-family debt. Do not disclose the amount of the debt. ☐ Yes ☒ No Name of Debtor Type of Creditor (commercial Bank, credit union, individual, etc.) The SEI and any attachments, excluding the Confidential Form, are public records. Page 7 of 14 6. List each source of income (not specific amounts) of more than $5,000 received by you or any members of your immediate family during 2023. Include salary, wages, state/local government retirement income, professional fees, honoraria, interest, dividends, rental income, business income, and other types required to be reported on State and federal tax returns. You must disclose your receipt of salary or wages from any governmental or private entity, including those already listed in response to other SEI questions. Do not include income received from the following sources: ► Capital gains ► Federal government retirement ► Military retirement ► Social security retirement, survivors, or disability benefits Recipient of Income Name of Person or Entity from Which Income Was Received Type of Business/Industry Type of Income (Self plus Spouse) American Express Financial Dividends (Self plus Spouse) Duke Energy Utility Dividends (Self plus Spouse) Enbridge Utility Dividends (Self plus Spouse) McDonalds Food Service Dividends (Self plus Spouse) Penry, Terry & Mitchell PLLC Legal Rental income (Self plus Spouse) Salisbury Newsmedia LLC Publication Rental income (Self plus Spouse) Charles Terry Dept of Defense Rental income (Self plus Spouse) Mary Covington Legal Rental income (Self plus Spouse) Ken & Lisa Gamble Mgmnt Rental income (Self plus Spouse) Monket Works Inc Real Estate Rental income Bill Carlton Terry JR (Self) New vResidential Investment Corp REIT Dividends Bill Carlton Terry JR (Self) Lord Abbott Short Duration Income fund Financial Dividends Bill Carlton Terry JR (Self) Federated Prime Cash Obligation Fund Financial Dividends Bill Carlton Terry JR (Self) Spider S&P 500 ETF Trust Financial Dividends Bill Carlton Terry JR (Self) Vanguard Index Funds Financial Dividends Bill Carlton Terry JR (Self) Credit Suisse Floating Rate High Financial Dividends Bill Carlton Terry JR (Self) T Rowe Price Intl Funds Financial Dividends Bill Carlton Terry JR (Self) Fidelity Covington Trust Financial Dividends Bill Carlton Terry JR (Self) Lazard Global Listed Infrastructure Financial Dividends Bill Carlton Terry JR (Self) Wisdomtree Mid Cap fund Financial Dividends Bill Carlton Terry JR (Self) Charlotte NC Wtr & swr sys Municipal Interest Bill Carlton Terry JR (Self) Chatham County Ltd Obligation Bonds Municipal Interest Bill Carlton Terry JR (Self) Iredell County NC SCH Go Bonds Municipal Interest Bill Carlton Terry JR (Self) NC St LTD Oblig Bonds Municipal Interest Bill Carlton Terry JR (Self) Winston Salem NC LTD Oblig Bonds Municipal Interest The SEI and any attachments, excluding the Confidential Form, are public records. Page 8 of 14 Bill Carlton Terry JR (Self) Forsyth County NC GO Ref Bonds Financial Interest Bill Carlton Terry JR (Self) Mecklenburg County NC GO Pub IMPT Bonds Financial Interest Bill Carlton Terry JR (Self) Administrative Office of the Courts Judicial Salary The SEI and any attachments, excluding the Confidential Form, are public records. Page 9 of 14 Professional and Civic Relationships 7(a). During 2023, were you or any members of your immediate family a director, officer, governing board member, employee, independent contractor, or registered lobbyist of a nonprofit corporation or organization operating in North Carolina primarily for religious, charitable, scientific, literary, public health and safety, or educational purposes? ☒ Yes ☐ No - If “No,” proceed to question 8. ► Do NOT list State boards or entities, or entities created by local governments. ► Do NOT list organizations of which you are a mere member. Name of Person Position Name of Nonprofit Corporation or Organization Nature or Purpose of Organization Wendy Joyce Terry (Spouse) Board Member Smart Start of Davie County Educational Non-Profit 7(b). If the nonprofit corporations or organizations listed above do business with the State of North Carolina or receive State funds, briefly describe the nature of that business, if known or with due diligence could reasonably be known. Name of Nonprofit Corporation or Organization Describe State Business Smart Start of Davie County None or Not Known 8. During 2023, were you or any members of your immediate family a director, officer, or governing board member of any society, organization, or advocacy group with an interest in matters over which your agency or board may have jurisdiction? ☐ Yes ☐ No ☒ Legislator/Judicial Officer -You are not required to complete this question if you are filing solely because you are a legislator or judicial officer or as a candidate or appointee to those offices. ►Do not list organizations of which you are only a member and do not serve in a leadership role. Name of Person Name of Society, Organization, or Advocacy Group Leadership Position (Director, Officer, Board Member) The SEI and any attachments, excluding the Confidential Form, are public records. Page 10 of 14 9(a). List the name of each for profit business with which you or a member of your immediate family was an employee, director, officer, partner, proprietor, or member or manager as of December 31, 2023. Name of Person Relationship to Filer Name of Company Role of Person Wendy Joyce Terry Spouse Two Danes Properties LLC Manager Wendy Joyce Terry Spouse Two Danes QOZ Investments LLC Manager Wendy Joyce Terry Spouse Handcrafted Homes LLC Manager Bill Carlton Terry JR Self Two Danes QOZ Investments LLC Manager Bill Carlton Terry JR Self DCAW Aviation, LLC Manager Bill Carlton Terry JR Self Two Danes Properties LLC Manager Bill Carlton Terry JR Self Handcrafted Homes LLC Manager 9(b). If you know that any entity listed in 9(a) above had any material business dealings or business contracts with the State of North Carolina or was regulated by the State as of December 31, 2023, briefly describe that activity. Name of Company or Business Entity Description of Business Activity with the State None or Not Known 10. Are you a practicing attorney? ☐ Yes ☐ No ☒ Judicial Officer/State Attorney/In House/Employee Attorney If “Yes”, check each category of legal representation in which you or the law firm with which you are affiliated has earned legal fees of more than $10,000 during 2023. ☐ Administrative ☐ Admiralty ☐ Corporate ☐ Criminal ☐ Decedent’s Estates ☐ Environmental ☐ Insurance ☐ Labor ☐ Local Government ☐ Real Property ☐ Securities ☐ Tax ☐ Tort litigation (including negligence) ☐ Utilities Regulation ☐ Other category not listed 11. During 2023, were you a licensed professional (other than an attorney) or did you provide consulting services individually or as a member of a professional association for which you charged or were paid over $10,000? ☐ Yes ☒ No Type of Business Nature of Services Rendered The SEI and any attachments, excluding the Confidential Form, are public records. Page 11 of 14 12. Are you or your employer, or any members of your immediate family, or their employers currently:  licensed by the State board or agency with which you are or will be associated or  regulated by the State board or agency with which you are or will be associated or  in a business relationship with the State board or agency with which you are or will be associated? ☐ Yes ☐ No ☒ Legislator/Judicial Officer - You are not required to complete this question if you are filing solely because you are a legislator or judicial officer or as a candidate or appointee to those offices. Name of Person Name of Employer (if applicable) Type of Relationship (Licensing, Regulatory, Business) 13. Have you or a member of your immediate family been registered as a lobbyist or lobbyist principal within the 12 months preceding your filing of this form? ☐ Yes ☒ No Name of Lobbyist Lobbyist’s Principal Date of Registration Registration Expiration Other Disclosures 14. During 2023, after you were appointed, employed, or filed or were nominated as a candidate, did you  receive any “gift(s)” exceeding $200 per quarter from a person or group of persons acting together,  when both you and those person(s) were outside North Carolina,  under circumstances that would lead a reasonable person to conclude the gifts were given for lobbying? To answer Yes, all three conditions must apply ☐ Yes ☒ No ► Do not report gifts given by members of your extended family. ► Do not report gifts you have previously reported on the “Expense Report for Exempted Persons.” Date Item Received Name and Address of Donor(s) Describe Item Received Estimated Market Value The SEI and any attachments, excluding the Confidential Form, are public records. Page 12 of 14 15. During 2023, after you were appointed, employed, or filed or were nominated as a candidate, did you  accept a “scholarship” exceeding $200 related to your public position from a person or group of persons acting together,  when those person(s) were outside North Carolina? To answer Yes, both conditions must apply A “scholarship” is a grant-in-aid, either direct or indirect, to attend a conference, meeting, or similar event, including tuition, travel, lodging, meals, and other similar expenses. ☐ Yes ☐ No ☒ Judicial Officer - You are not required to complete this question if you are filing solely because you are a legislator or judicial officer or as a candidate or appointee to those offices. ► Do not report gifts you have previously reported on the “Expense Report for Exempted Persons.” ► Legislators are not required to report scholarships paid by a nonpartisan legislative organization of which the legislator or the General Assembly is a member, participant, or affiliate. Date of Scholarship Name and Address of Donor(s) Describe Event Estimated Market Value 16. Have you been appointed or considered for appointment to a covered board by the Governor or another Council of State member? Council of State members are: ► Governor ► Lt. Governor ► Secretary of State ► State Auditor ► State Treasurer ► Superintendent of Public Instruction ► Attorney General ► Commissioner of Agriculture ► Commissioner of Labor ► Commissioner of Insurance ☐ Yes ☒ No If “Yes,” list all contributions you made in 2023 with a cumulative total of more than $1,000 to the Council of State member who appointed you. Do not include contributions from immediate family members. ► Contributions are defined broadly in N.C.G.S. 163-278.6(6) and include “any advance, conveyance, deposit, distribution, transfer of funds, loan, payment, gift, pledge or subscription of money or anything of value whatsoever.” Date Amount Contributed to The SEI and any attachments, excluding the Confidential Form, are public records. Page 13 of 14 17. Are you an appointee or prospective appointee as: a. the head of a principal state department (e.g., cabinet secretary) appointed by the Governor; or b. a North Carolina Supreme Court Justice, Court of Appeals, Superior or District Court Judge; or c. a member of any of the following boards:  ABC Commission  Coastal Resources Commission  State Board of Education  State Board of Elections  Division of Employment Security  Environmental Management Commission  Industrial Commission  Human Resources Commission  Rules Review Commission  Board of Transportation  Utilities Commission  Wildlife Resources Commission ☐ Yes ☒ No If “No,” proceed to question 18. d. If yes, were you appointed or are you being considered for appointment to that position by a Council of State member? ☐ Yes ☒ No If “No,” proceed to question 18. e. If yes, you must indicate whether during 2023 you engaged in any of the following activities with respect to or on behalf of the candidate or campaign committee of the Council of State member who appointed you: i. Collected contributions from multiple contributors, took possession of such multiple contributions, and transferred or delivered those collected contributions to the candidate or committee? ☐ Yes ☐ No ii. Hosted a fundraiser at your residence or place of business? ☐ Yes ☐ No iii. Volunteered for campaign-related activities, including phone banks, event assistance, mailings, canvassing, surveying, or any other activity that advances the campaign of a candidate? ☐ Yes ☐ No 18. Have you ever been convicted of a felony for which you have not received either: (i) a pardon; or (ii) an order of expungement? ☐ Yes ☒ No Offense Date of Conviction County of Conviction State of Conviction 19. Are you aware of any other information that you believe may assist the Ethics Commission in advising you concerning your compliance with the State Government Ethics Act? ☐ Yes ☒ No If yes, please provide that information below. The SEI and any attachments, excluding the Confidential Form, are public records. Page 14 of 14 Affirmation The information provided in this Statement of Economic Interest and any attachments are true, complete, and accurate to the best of my knowledge and belief. I have not transferred, and will not transfer, any asset, interest, or property for the purpose of concealing it from disclosure while retaining an equitable interest. I understand that my Statement of Economic Interest and any attachments except for the Confidential Form regarding Unemancipated Children are public records. I have read and understand the following statutes: N.C.G.S. § 138A-26. Concealing or failing to disclose material information. A filing person who knowingly conceals or knowingly fails to disclose information that is required to be disclosed on a statement of economic interest . . . shall be guilty of a Class 1 misdemeanor and subject to disciplinary action under G.S. 138A-45. N.C.G.S. § 138A-27. Penalty for false information. A filing person who provides false information on a statement of economic interest . . . knowing that the information is false is guilty of a Class H felony and shall be subject to disciplinary action under G.S. 138A-45. I affirm under penalty of perjury that the foregoing is true and correct. Filed Electronically 04/09/2024 Signature Date Bill Carlton Terry JR Printed Name

The SEI and any attachments, excluding the Confidential Form, are public records. Page 1 of 13 STATE ETHICS COMMISSION 2023 STATEMENT OF ECONOMIC INTEREST ELECTRONIC FILING This entire form must be completed to fulfill your ethics filing obligation. Filer’s Name (First, Middle, Last) Prefix First Name Middle Name Last Name Suffix Hon. Bill Carlton Terry JR Current Employer Job Title NC Administrative Office of the Courts Chief District Court Judge Nature or Type of Business Legal/Judicial Reason For Filing (Complete all that apply.) Are you a CANDIDATE for elected office? ☐ Yes ☒ No If yes, for what position are you seeking election? (Specify name of office seeking in box below.) Do you currently hold this position? ☐ Yes ☐ No State Government Job (Specify agency and position.) Board/Commission (List complete names of all State boards on which you are serving or are being considered.) Judicial Officer or Filing Post-Service (Specify office.) Legislator or Filing Post-Service(Specify House or Senate.) District Court Judge A. Do any immediate family members reside in your household? ☒ Yes ☐ No On this form, ”immediate family” includes your spouse (unless legally separated) and unemancipated children (minors under 18 years of age). It also includes members of your extended family (your and your spouse’s children, grandchildren, parents, grandparents, and siblings, and the spouses of each of those persons) who reside in your household. List the full name of all adults and emancipated minors in your household. Minors are children under 18. They are emancipated by marriage, enlistment in the US military, or court order for emancipation. Full names of Adults and Emancipated Minors Relationship Employer Job Title Nature of Business Erika Louise Terry Child Student Student Student Wendy Joyce Terry Spouse Terry Law, PLLC Attorney Legal The SEI and any attachments, excluding the Confidential Form, are public records. Page 2 of 13 B. List only the initials of all unemancipated minors in your household below. A minor is a child under 18 years old. List the full name of each minor child on the Confidential Form at the end. Initials of Unemancipated Minors Relationship Employer Job Title Nature of Business Property Interests 1. As of December 31, 2022, did you or any members of your immediate family: A. have an ownership interest in North Carolina real estate (including your residence) with a market value of $10,000 or more? ☒ Yes ☐ No Owner of Real Estate % Ownership Interest Location by City Location by County (Self plus Spouse) 100.00% Advance Davie (Self plus Spouse) 100.00% Mocksville Davie (Self plus Spouse) 100.00% Lexington Davidson (Self plus Spouse) 100.00% Holden Beach Brunswick B. lease or rent real estate or personal property to or from the State of North Carolina with a market value of $10,000 or more? ☐ Yes ☒ No Name of Lessor Name of Lessee (Renter) If Real Estate, Location by City & County If Personal Property, Describe 2. At any time during 2021 or 2022, did you or any members of your immediate family sell or buy personal property worth $10,000 or more to or from the State of North Carolina? ☐ Yes ☒ No Name of Purchaser Name of Seller Type of Property The SEI and any attachments, excluding the Confidential Form, are public records. Page 3 of 13 Financial Interests 3. As of December 31, 2022, did you or any members of your immediate family own any of the following financial interests valued at $10,000 or more? List each company individually. A. Stock in a publicly owned company? ☒ Yes ☐ No ►Do not list interests in a widely held investment fund (including mutual funds, regulated investment companies, or pension or deferred compensation plans) if: 1. the fund is publicly traded or its assets are widely diversified; and 2. neither you nor an immediate family member are able to control the underlying assets. Owner of Interest Full Name of Company or ticker symbol (Self plus Spouse) Amazon (Self plus Spouse) Apple (Self plus Spouse) American Express (Self plus Spouse) Duke energy (Self plus Spouse) Dow Inc (Self plus Spouse) Alphabet (Self plus Spouse) Snowflake Inc (Self plus Spouse) Lockheed Martin (Self plus Spouse) Marvell technology (Self plus Spouse) Pepsi (Self plus Spouse) Wells Fargo (Self plus Spouse) Zoom Video Communications Inc. (Self plus Spouse) Fastly Inc (Self plus Spouse) Qualcomm (Self plus Spouse) Roku (Self plus Spouse) JP Morgan (Self plus Spouse) McDonalds (Self plus Spouse) Northrop Grumman (Self plus Spouse) Nucor Steel (Self plus Spouse) Invidia (Self plus Spouse) NXP Semiconductors (Self plus Spouse) Dutch Brothers, INC (Self plus Spouse) Docusign Bill Carlton Terry JR (Self) Apple Bill Carlton Terry JR (Self) American Tower The SEI and any attachments, excluding the Confidential Form, are public records. Page 4 of 13 Bill Carlton Terry JR (Self) BP PLC Bill Carlton Terry JR (Self) Comcast Bill Carlton Terry JR (Self) Walt Disney Co Bill Carlton Terry JR (Self) Editas Medicine Bill Carlton Terry JR (Self) Walt Disney Inc Bill Carlton Terry JR (Self) Wisdom Tree Bill Carlton Terry JR (Self) Dover Corp Bill Carlton Terry JR (Self) Eaton Corp Bill Carlton Terry JR (Self) Honeywell Intl Bill Carlton Terry JR (Self) Marathon Pete Corp Bill Carlton Terry JR (Self) United Health Group Bill Carlton Terry JR (Self) Travel & Leisure Co Bill Carlton Terry JR (Self) TJX Companies Bill Carlton Terry JR (Self) Bank of America Bill Carlton Terry JR (Self) CF Industries Bill Carlton Terry JR (Self) Corteva Inc Bill Carlton Terry JR (Self) Lord Abbott Short Duration Income A Bill Carlton Terry JR (Self) Blackrock Liquidity Funds Bill Carlton Terry JR (Self) ASML Holding N V N Y Bill Carlton Terry JR (Self) Celldex Therapeutics Inc Bill Carlton Terry JR (Self) Zoom Video Communications Inc Bill Carlton Terry JR (Self) Union Pacific Bill Carlton Terry JR (Self) Mondelez International Inc Bill Carlton Terry JR (Self) Carlyle Property Private Investors, LLC Bill Carlton Terry JR (Self) Starwood Opportunity Zone Partners Bill Carlton Terry JR (Self) Coatue Early Stage Fund Private Investors Bill Carlton Terry JR (Self) HPS Mezzanine Private Investors Bill Carlton Terry JR (Self) HPS Core Senior Lending Fund Bill Carlton Terry JR (Self) Essex Property trust Inc Bill Carlton Terry JR (Self) Accenture PLC Bill Carlton Terry JR (Self) Walmart Inc Bill Carlton Terry JR (Self) Intel Corp The SEI and any attachments, excluding the Confidential Form, are public records. Page 5 of 13 Bill Carlton Terry JR (Self) Atlassian Corp Bill Carlton Terry JR (Self) Roku Inc Bill Carlton Terry JR (Self) Newmont Corporation Bill Carlton Terry JR (Self) Entergy Corp Bill Carlton Terry JR (Self) Medtronic PLC Bill Carlton Terry JR (Self) Abbott Laboratories Bill Carlton Terry JR (Self) Home Depot INC Bill Carlton Terry JR (Self) AT&T INC Bill Carlton Terry JR (Self) Lockheed Martin Corp Bill Carlton Terry JR (Self) Allstate Corp Bill Carlton Terry JR (Self) Microsoft Corp Bill Carlton Terry JR (Self) Honeywell International INC Bill Carlton Terry JR (Self) Service Corp International Bill Carlton Terry JR (Self) Waste Management INC Bill Carlton Terry JR (Self) US Bancorp Bill Carlton Terry JR (Self) Verizon Communications Bill Carlton Terry JR (Self) Wallgreens Boots Alliance Bill Carlton Terry JR (Self) Wells Fargo Bill Carlton Terry JR (Self) Yum Brands Bill Carlton Terry JR (Self) Raytheon Technologies Corporation Bill Carlton Terry JR (Self) Kinder Morgan Inc Bill Carlton Terry JR (Self) Annaly Capital Management Bill Carlton Terry JR (Self) New Residential Investment Bill Carlton Terry JR (Self) Nvidia Corp Bill Carlton Terry JR (Self) PepsiCo Bill Carlton Terry JR (Self) Raytheon Bill Carlton Terry JR (Self) Rithm Capital Corp B. Stock options in a company or business? ☐ Yes ☒ No Owner of Stock Option Full Name of Company (Do not use a ticker symbol) The SEI and any attachments, excluding the Confidential Form, are public records. Page 6 of 13 C. Interests in a non-publicly owned company or business entity? These include interests in sole proprietorships, partnerships, limited partnerships, joint ventures, limited liability companies, limited liability partnerships, and closely held corporations. ☒ Yes ☐ No - If “No,” proceed to question 4. Owner of Interest Name of Company or Business Entity (Self plus Spouse) Two Danes QOZ Investments LLC (Self plus Spouse) Two Danes Properties, LLC Wendy Joyce Terry (Spouse) PTM Lawfirm LLP Wendy Joyce Terry (Spouse) Terry Law, PLLC Bill Carlton Terry JR (Self) DCAW Aviation LLC C (1). For each company or business entity identified in question 3.C. (the “Primary Company”), please list the names of any other companies or business entities in which the Primary Company owns securities or equity interests valued at over $10,000, if known. Non-Publicly Owned Company or Business Entity (the Primary Company) Other Companies in which the Primary Company Owns Security or Equity Interests None or Not Known C (2). If you know that any entity listed in 3.C or 3.C(1) above has any material business dealings or business contracts with the State of North Carolina, or is regulated by the State, briefly describe that business activity. Name of Company or Business Entity Description of Business Activity with the State 4. As of December 31, 2022, were you or any members of your immediate family the beneficiaries of a vested trust with a value of $10,000 or more that you created, established, or controlled? Do not list assets held in blind trusts. See 2023 SEI Helpful Tips for the definition of “Vested Trust” and “Blind Trust.” https://ethics.nc.gov/seis ☐ Yes ☒ No Name and Address of Trustee Description of the Trust Your Relationship to the Trust 5. As of December 31, 2022, did you any members of your immediate family have liabilities of $10,000 or more, excluding the mortgage on your primary personal residence? Examples include credit card debts, auto loans, student loans, personal loans and intra-family debt. Do not disclose the amount of the debt. ☒ Yes ☐ No Name of Debtor Type of Creditor (commercial Bank, credit union, individual, etc.) Wendy Joyce Terry (Spouse) Commercial Bank The SEI and any attachments, excluding the Confidential Form, are public records. Page 7 of 13 6. List each source of income (not specific amounts) of more than $5,000 received by you or any members of your immediate family during 2022. Include salary, wages, state/local government retirement income, professional fees, honoraria, interest, dividends, rental income, business income, and other types required to be reported on State and federal tax returns. You must disclose your receipt of salary or wages from any governmental or private entity, including those already listed in response to other SEI questions. Do not include income received from the following sources: ► Capital gains ► Federal government retirement ► Military retirement ► Social security retirement, suvivors, or disability benefits Recipient of Income Name of Source Type of Business/Industry Type of Income (Self plus Spouse) American Express Financial Dividends (Self plus Spouse) Duke Energy Utility Dividends (Self plus Spouse) Enbridge Utility Dividends (Self plus Spouse) McDonalds Food Service Dividends (Self plus Spouse) Penry, Terry & Mitchell PLLC Legal Rental income (Self plus Spouse) Salisbury Newsmedia LLC Publication Rental income (Self plus Spouse) ABCS LLC Retail Rental income Bill Carlton Terry JR (Self) New vResidential Investment Corp REIT Dividends Bill Carlton Terry JR (Self) Lord Abbott Short Duration Income fund Financial Dividends Bill Carlton Terry JR (Self) Federated Prime Cash Obligation Fund Financial Dividends Bill Carlton Terry JR (Self) Spider S&P 500 ETF Trust Financial Dividends Bill Carlton Terry JR (Self) Vanguard Index Funds Financial Dividends Bill Carlton Terry JR (Self) Credit Suisse Floating Rate High Financial Dividends Bill Carlton Terry JR (Self) T Rowe Price Intl Funds Financial Dividends Bill Carlton Terry JR (Self) Fidelity Covington Trust Financial Dividends Bill Carlton Terry JR (Self) Lazard Global Listed Infrastructure Financial Dividends Bill Carlton Terry JR (Self) Wisdomtree Mid Cap fund Financial Dividends Bill Carlton Terry JR (Self) Charlotte NC Wtr & swr sys Municipal Interest Bill Carlton Terry JR (Self) Chatham County Ltd Obligation Bonds Municipal Interest Bill Carlton Terry JR (Self) Iredell County NC SCH Go Bonds Municipal Interest Bill Carlton Terry JR (Self) NC St LTD Oblig Bonds Municipal Interest Bill Carlton Terry JR (Self) Winston Salem NC LTD Oblig Bonds Municipal Interest Bill Carlton Terry JR (Self) Forsyth County NC GO Ref Bonds Financial Interest Bill Carlton Terry JR (Self) Mecklenburg County NC GO Pub IMPT Bonds Financial Interest Bill Carlton Terry JR (Self) Administrative Office of the Courts Judicial Salary The SEI and any attachments, excluding the Confidential Form, are public records. Page 8 of 13 Professional and Civic Relationships 7(a). During 2022, were you or any members of your immediate family a director, officer, governing board member, employee, independent contractor, or registered lobbyist of a nonprofit corporation or organization operating in North Carolina primarily for religious, charitable, scientific, literary, public health and safety, or educational purposes? ☒ Yes ☐ No - If “No,” proceed to question 8. ► Do NOT list State boards or entities, or entities created by local governments. ► Do NOT list organizations of which you are a mere member. Name of Person Position Name of Nonprofit Corporation or Organization Nature or Purpose of Organization Wendy Joyce Terry (Spouse) Board Member Smart Start of Davie County Educational Non-Profit 7(b). If the nonprofit corporations or organizations listed above do business with the State of North Carolina or receive State funds, briefly describe the nature of that business, if known or with due diligence could reasonably be known. Name of Nonprofit Corporation or Organization Describe State Business Smart Start of Davie County None or Not Known 8. During 2022, were you or any members of your immediate family a director, officer, or governing board member of any society, organization, or advocacy group with an interest in matters over which your agency or board may have jurisdiction? ☐ Yes ☐ No ☒ Legislator/Judicial Officer -You are not required to complete this question if you are filing solely because you are a legislator or judicial officer or as a candidate or appointee to those offices. ►Do not list organizations of which you are only a member and do not serve in a leadership role. Name of Person Name of Society, Organization, or Advocacy Group Leadership Position (Director, Officer, Board Member) The SEI and any attachments, excluding the Confidential Form, are public records. Page 9 of 13 9(a). List the name of each for profit business with which you or a member of your immediate family was an employee, director, officer, partner, proprietor, or member or manager as of December 31, 2022. Name of Person Relationship to Filer Name of Company Role of Person Wendy Joyce Terry Spouse Two Danes Properties LLC Manager Wendy Joyce Terry Spouse Two Danes QOZ Investments LLC Manager Bill Carlton Terry JR Self Two Danes QOZ Investments LLC Manager Bill Carlton Terry JR Self DCAW Aviation, LLC Manager Bill Carlton Terry JR Self Two Danes Properties LLC Manager 9(b). If you know that any entity listed in 9(a) above had any material business dealings or business contracts with the State of North Carolina or was regulated by the State as of December 31, 2022, briefly describe that activity. Name of Company or Business Entity Description of Business Activity with the State None or Not Known 10. Are you a practicing attorney? ☐ Yes ☐ No ☒ Judicial Officer/State Attorney/In House/Employee Attorney If “Yes”, check each category of legal representation in which you or the law firm with which you are affiliated has earned legal fees of more than $10,000 during 2022. ☐ Administrative ☐ Admiralty ☐ Corporate ☐ Criminal ☐ Decedent’s Estates ☐ Environmental ☐ Insurance ☐ Labor ☐ Local Government ☐ Real Property ☐ Securities ☐ Tax ☐ Tort litigation (including negligence) ☐ Utilities Regulation ☐ Other category not listed 11. During 2022, were you a licensed professional (other than an attorney) or did you provide consulting services individually or as a member of a professional association for which you charged or were paid over $10,000? ☐ Yes ☒ No Type of Business Nature of Services Rendered The SEI and any attachments, excluding the Confidential Form, are public records. Page 10 of 13 12. Are you or your employer, or any members of your immediate family, or their employers currently:  licensed by the State board or agency with which you are or will be associated or  regulated by the State board or agency with which you are or will be associated or  in a business relationship with the State board or agency with which you are or will be associated? ☐ Yes ☐ No ☒ Legislator/Judicial Officer - You are not required to complete this question if you are filing solely because you are a legislator or judicial officer or as a candidate or appointee to those offices. Name of Person Name of Employer (if applicable) Type of Relationship (Licensing, Regulatory, Business) 13. Have you or a member of your immediate family been registered as a lobbyist or lobbyist principal within the 12 months preceding your filing of this form? ☐ Yes ☒ No Name of Lobbyist Lobbyist’s Principal Date of Registration Registration Expiration Other Disclosures 14. During 2022, after you were appointed, employed, or filed or were nominated as a candidate, did you  receive any “gift(s)” exceeding $200 per quarter from a person or group of persons acting together,  when both you and those person(s) were outside North Carolina,  under circumstances that would lead a reasonable person to conclude the gifts were given for lobbying? To answer Yes, all three conditions must apply ☐ Yes ☒ No ► Do not report gifts given by members of your extended family. ► Do not report gifts you have previously reported on the “Expense Report for Exempted Persons.” Date Item Received Name and Address of Donor(s) Describe Item Received Estimated Market Value The SEI and any attachments, excluding the Confidential Form, are public records. Page 11 of 13 15. During 2022, after you were appointed, employed, or filed or were nominated as a candidate, did you  accept a “scholarship” exceeding $200 related to your public position from a person or group of persons acting together,  when those person(s) were outside North Carolina? To answer Yes, both conditions must apply A “scholarship” is a grant-in-aid, either direct or indirect, to attend a conference, meeting, or similar event, including tuition, travel, lodging, meals, and other similar expenses. ☐ Yes ☐ No ☒ Judicial Officer - You are not required to complete this question if you are filing solely because you are a legislator or judicial officer or as a candidate or appointee to those offices. ► Do not report gifts you have previously reported on the “Expense Report for Exempted Persons.” ► Legislators are not required to report scholarships paid by a nonpartisan legislative organization of which the legislator or the General Assembly is a member, participant, or affiliate. Date of Scholarship Name and Address of Donor(s) Describe Event Estimated Market Value 16. Have you been appointed or considered for appointment to a covered board by the Governor or another Council of State member? Council of State members are: ► Governor ► Lt. Governor ► Secretary of State ► State Auditor ► State Treasurer ► Superintendent of Public Instruction ► Attorney General ► Commissioner of Agriculture ► Commissioner of Labor ► Commissioner of Insurance ☐ Yes ☒ No If “Yes,” list all contributions you made in 2022 with a cumulative total of more than $1,000 to the Council of State member who appointed you. Do not include contributions from immediate family members. ► Contributions are defined broadly in N.C.G.S. 163-278.6(6) and include “any advance, conveyance, deposit, distribution, transfer of funds, loan, payment, gift, pledge or subscription of money or anything of value whatsoever.” Date Amount Contributed to The SEI and any attachments, excluding the Confidential Form, are public records. Page 12 of 13 17. Are you an appointee or prospective appointee as: a. the head of a principal state department (e.g., cabinet secretary) appointed by the Governor; or b. a North Carolina Supreme Court Justice, Court of Appeals, Superior or District Court Judge; or c. a member of any of the following boards:  ABC Commission  Coastal Resources Commission  State Board of Education  State Board of Elections  Division of Employment Security  Environmental Management Commission  Industrial Commission  Human Resources Commission  Rules Review Commission  Board of Transportation  Utilities Commission  Wildlife Resources Commission ☐ Yes ☒ No If “No,” proceed to question 18. d. If so, were you appointed or are you being considered for appointment to that position by a Council of State member? ☐ Yes ☒ No If “No,” proceed to question 18. e. If so, you must indicate whether during 2022 you engaged in any of the following activities with respect to or on behalf of the candidate or campaign committee of the Council of State member who appointed you: i. Collected contributions from multiple contributors, took possession of such multiple contributions, and transferred or delivered those collected contributions to the candidate or committee? ☐ Yes ☐ No ii. Hosted a fundraiser at your residence or place of business? ☐ Yes ☐ No iii. Volunteered for campaign-related activities, including phone banks, event assistance, mailings, canvassing, surveying, or any other activity that advances the campaign of a candidate? ☐ Yes ☐ No 18. Have you ever been convicted of a felony for which you have not received either: (i) a pardon; or (ii) an order of expungement? ☐ Yes ☒ No Offense Date of Conviction County of Conviction State of Conviction 19. Are you aware of any other information that you believe may assist the Ethics Commission in advising you concerning your compliance with the State Government Ethics Act? ☐ Yes ☒ No If yes, please provide that information below. The SEI and any attachments, excluding the Confidential Form, are public records. Page 13 of 13 Affirmation The information provided in this Statement of Economic Interest and any attachments are true, complete, and accurate to the best of my knowledge and belief. I have not transferred, and will not transfer, any asset, interest, or property for the purpose of concealing it from disclosure while retaining an equitable interest. I understand that my Statement of Economic Interest and any attachments except for the Confidential Form regarding Unemancipated Children are public records. I have read and understand the following statutes: N.C.G.S. § 138A-26. Concealing or failing to disclose material information. A filing person who knowingly conceals or knowingly fails to disclose information that is required to be disclosed on a statement of economic interest . . . shall be guilty of a Class 1 misdemeanor and subject to disciplinary action under G.S. 138A-45. N.C.G.S. § 138A-27. Penalty for false information. A filing person who provides false information on a statement of economic interest . . . knowing that the information is false is guilty of a Class H felony and shall be subject to disciplinary action under G.S. 138A-45. I affirm under penalty of perjury that the foregoing is true and correct. Filed Electronically 03/22/2023 Signature Date Bill Carlton Terry JR Printed Name

The SEI and any attachments, excluding the Confidential Form, are public records. Page 1 of 13 STATE ETHICS COMMISSION 2022 STATEMENT OF ECONOMIC INTEREST ELECTRONIC FILING This entire form must be completed to fulfill your ethics filing obligation. Filer’s Name (First, Middle, Last) Prefix First Name Middle Name Last Name Suffix Hon. Bill Carlton Terry JR Current Employer Job Title NC Administrative Office of the Courts District Court Judge Nature or Type of Business Legal/Judicial Reason For Filing (Complete all that apply.) Are you a CANDIDATE for elected office? ☒ Yes ☐ No If yes, for what position are you seeking election? (Specify name of office seeking in box below.) Do you currently hold this position? ☒ Yes ☐ No District Court Judge State Government Job (Specify agency and position.) Board/Commission (List complete names of all State boards on which you are serving or are being considered.) Judicial Officer (Specify office.) Legislator (Specify House or Senate.) District Court Judge A. Do other immediate family members reside in your household? ☒ Yes ☐ No On this form, ”immediate family” includes your spouse (unless legally separated). It also includes members of your extended family (your and your spouse’s children, grandchildren, parents, grandparents, and siblings, and the spouses of each of those persons) who reside in your household. List the full name of all adults and emancipated minors in your household. Minors are children under 18. They are emancipated by marriage, enlistment in the US military, or court order for emancipation. Full names of Adults and Emancipated Minors Relationship Employer Job Title Nature of Business Erika Louise Terry Child Student Student Student Wendy Joyce Terry Spouse Terry Law, PLLC Attorney Legal The SEI and any attachments, excluding the Confidential Form, are public records. Page 2 of 13 B. List only the initials of all unemancipated minors in your household below. A minor is a child under 18 years old. List the full name of each minor child on the Confidential Form at the end. Initials of Unemancipated Minors Relationship Employer Job Title Nature of Business Property Interests 1. As of December 31, 2021, did you or any members of your immediate family: A. have an ownership interest in North Carolina real estate (including your residence) with a market value of $10,000 or more? ☒ Yes ☐ No Owner of Real Estate % Ownership Interest Location by City Location by County (Self plus Spouse) 100.00% Advance Davie (Self plus Spouse) 100.00% Mocksville Davie (Self plus Spouse) 100.00% Lexington Davidson (Self plus Spouse) 100.00% Holden Beach Brunswick B. lease or rent real estate or personal property to or from the State of North Carolina with a market value of $10,000 or more? ☐ Yes ☒ No Name of Lessor Name of Lessee (Renter) If Real Estate, Location by City & County If Personal Property, Describe 2. At any time during 2020 or 2021, did you or any members of your immediate family sell to or buy from the State of North Carolina personal property worth $10,000 or more? ☐ Yes ☒ No Name of Purchaser Name of Seller Type of Property The SEI and any attachments, excluding the Confidential Form, are public records. Page 3 of 13 Financial Interests 3. As of December 31, 2021, did you or any members of your immediate family own any of the following financial interests valued at $10,000 or more? List each company individually. A. Stock in a publicly owned company? ☒ Yes ☐ No ►Do not list interests in a widely held investment fund (including mutual funds, regulated investment companies, or pension or deferred compensation plans) if: 1. the fund is publicly traded or its assets are widely diversified; and 2. neither you nor an immediate family member are able to control the underlying assets. Owner of Interest Full Name of Company or ticker symbol (Self plus Spouse) Amazon (Self plus Spouse) Apple (Self plus Spouse) American Express (Self plus Spouse) Duke energy (Self plus Spouse) Dow Inc (Self plus Spouse) Alphabet (Self plus Spouse) JP Morgan (Self plus Spouse) McDonalds (Self plus Spouse) Northrop Grumman (Self plus Spouse) Nucor Steel (Self plus Spouse) Invidia (Self plus Spouse) NXP Semiconductors (Self plus Spouse) Pepsi (Self plus Spouse) Wells Fargo (Self plus Spouse) Zoom Video Communications Inc. (Self plus Spouse) Fastly Inc (Self plus Spouse) Qualcomm (Self plus Spouse) Roku (Self plus Spouse) Snowflake Inc (Self plus Spouse) Lockheed Martin (Self plus Spouse) Marvell technology (Self plus Spouse) Upstart Holdings Bill Carlton Terry JR (Self) Apple Bill Carlton Terry JR (Self) American Tower Bill Carlton Terry JR (Self) BP PLC The SEI and any attachments, excluding the Confidential Form, are public records. Page 4 of 13 Bill Carlton Terry JR (Self) Comcast Bill Carlton Terry JR (Self) Walt Disney Co Bill Carlton Terry JR (Self) Editas Medicine Bill Carlton Terry JR (Self) Kinder Morgan Inc Bill Carlton Terry JR (Self) Annaly Capital Management Bill Carlton Terry JR (Self) New Residential Investment Bill Carlton Terry JR (Self) Nvidia Corp Bill Carlton Terry JR (Self) PepsiCo Bill Carlton Terry JR (Self) Raytheon Bill Carlton Terry JR (Self) US Bancorp Bill Carlton Terry JR (Self) Verizon Communications Bill Carlton Terry JR (Self) Wallgreens Boots Alliance Bill Carlton Terry JR (Self) Wells Fargo Bill Carlton Terry JR (Self) Yum Brands Bill Carlton Terry JR (Self) Raytheon Technologies Corporation Bill Carlton Terry JR (Self) Lockheed Martin Corp Bill Carlton Terry JR (Self) Allstate Corp Bill Carlton Terry JR (Self) Microsoft Corp Bill Carlton Terry JR (Self) Honeywell International INC Bill Carlton Terry JR (Self) Service Corp International Bill Carlton Terry JR (Self) Waste Management INC Bill Carlton Terry JR (Self) Newmont Corporation Bill Carlton Terry JR (Self) Entergy Corp Bill Carlton Terry JR (Self) Medtronic PLC Bill Carlton Terry JR (Self) Abbott Laboratories Bill Carlton Terry JR (Self) Home Depot INC Bill Carlton Terry JR (Self) AT&T INC Bill Carlton Terry JR (Self) Essex Property trust Inc Bill Carlton Terry JR (Self) Accenture PLC Bill Carlton Terry JR (Self) Walmart Inc Bill Carlton Terry JR (Self) Intel Corp Bill Carlton Terry JR (Self) Atlassian Corp The SEI and any attachments, excluding the Confidential Form, are public records. Page 5 of 13 Bill Carlton Terry JR (Self) Roku Inc Bill Carlton Terry JR (Self) Mondelez International Inc Bill Carlton Terry JR (Self) Carlyle Property Private Investors, LLC Bill Carlton Terry JR (Self) Starwood Opportunity Zone Partners Bill Carlton Terry JR (Self) Coatue Early Stage Fund Private Investors Bill Carlton Terry JR (Self) HPS Mezzanine Private Investors Bill Carlton Terry JR (Self) HPS Core Senior Lending Fund Bill Carlton Terry JR (Self) Lord Abbott Short Duration Income A Bill Carlton Terry JR (Self) Blackrock Liquidity Funds Bill Carlton Terry JR (Self) ASML Holding N V N Y Bill Carlton Terry JR (Self) Celldex Therapeutics Inc Bill Carlton Terry JR (Self) Zoom Video Communications Inc Bill Carlton Terry JR (Self) Union Pacific Bill Carlton Terry JR (Self) United Health Group Bill Carlton Terry JR (Self) Travel & Leisure Co Bill Carlton Terry JR (Self) TJX Companies Bill Carlton Terry JR (Self) Bank of America Bill Carlton Terry JR (Self) CF Industries Bill Carlton Terry JR (Self) Corteva Inc Bill Carlton Terry JR (Self) Walt Disney Inc Bill Carlton Terry JR (Self) Wisdom Tree Bill Carlton Terry JR (Self) Dover Corp Bill Carlton Terry JR (Self) Eaton Corp Bill Carlton Terry JR (Self) Honeywell Intl Bill Carlton Terry JR (Self) Marathon Pete Corp B. Stock options in a company or business? ☐ Yes ☒ No Owner of Stock Option Full Name of Company (Do not use a ticker symbol) C. Interests in a non-publicly owned company or business entity? These include interests in sole proprietorships, partnerships, limited partnerships, joint ventures, limited liability companies, limited liability partnerships, and closely held corporations. ☒ Yes ☐ No - If “No,” proceed to question 4. The SEI and any attachments, excluding the Confidential Form, are public records. Page 6 of 13 Owner of Interest Name of Company or Business Entity (Self plus Spouse) Two Danes QOZ Investments LLC (Self plus Spouse) Two Danes Properties, LLC Wendy Joyce Terry (Spouse) PTM Lawfirm LLP Wendy Joyce Terry (Spouse) Terry Law, PLLC Wendy Joyce Terry (Spouse) Terry Law, PLLC Bill Carlton Terry JR (Self) DCAW Aviation LLC C (1). For each company or business entity identified in question 3.C. (the “Primary Company”), please list the names of any other companies or business entities in which the Primary Company owns securities or equity interests valued at over $10,000, if known. Non-Publicly Owned Company or Business Entity (the Primary Company) Other Companies in which the Primary Company Owns Security or Equity Interests None or Not Known C (2). If you know that any entity listed in 3.C or 3.C(1) above has any material business dealings or business contracts with the State of North Carolina, or is regulated by the State, briefly describe that business activity. Name of Company or Business Entity Description of Business Activity with the State 4. As of December 31, 2021, were you or any members of your immediate family the beneficiaries of a vested trust with a value of $10,000 or more that you created, established, or controlled? Do not list assets held in blind trusts. See 2022 SEI Helpful Tips for the definition of “Vested Trust” and “Blind Trust.” https://ethics.nc.gov ☐ Yes ☒ No Name and Address of Trustee Description of the Trust Your Relationship to the Trust 5. As of December 31, 2021, did you any members of your immediate family have liabilities of $10,000 or more, excluding the mortgage on your primary personal residence? Examples include credit card debts, auto loans, student loans, personal loans and intra-family debt. ☒ Yes ☐ No Name of Debtor Type of Creditor (commercial Bank, credit union, individual, etc.) Wendy Joyce Terry (Spouse) Commercial Bank 6. List each source of income (not specific amounts) of more than $5,000 received by you or any members of your immediate family during 2021. Include salary, wages, state/local government retirement income, professional fees, honoraria, interest, dividends, rental income, business income, and other types required to be reported on State and federal tax returns. Please remember to disclose your receipt of salary or wages from any governmental or private entity. Do not include income received from the following sources: ► Capital gains ► Federal government retirement ► Military retirement ► Social security income/SSDI Recipient of Income Name of Source Type of Business/Industry Type of Income The SEI and any attachments, excluding the Confidential Form, are public records. Page 7 of 13 (Self plus Spouse) American Express Financial Dividends (Self plus Spouse) Duke Energy Utility Dividends (Self plus Spouse) Enbridge Utility Dividends (Self plus Spouse) McDonalds Food Service Dividends (Self plus Spouse) Penry, Terry & Mitchell PLLC Legal Rental income (Self plus Spouse) Salisbury Newsmedia LLC Publication Rental income (Self plus Spouse) ABCS LLC Retail Rental income Bill Carlton Terry JR (Self) New vResidential Investment Corp REIT Dividends Bill Carlton Terry JR (Self) Lord Abbott Short Duration Income fund Financial Dividends Bill Carlton Terry JR (Self) Federated Prime Cash Obligation Fund Financial Dividends Bill Carlton Terry JR (Self) Spider S&P 500 ETF Trust Financial Dividends Bill Carlton Terry JR (Self) Vanguard Index Funds Financial Dividends Bill Carlton Terry JR (Self) Credit Suisse Floating Rate High Financial Dividends Bill Carlton Terry JR (Self) T Rowe Price Intl Funds Financial Dividends Bill Carlton Terry JR (Self) Fidelity Covington Trust Financial Dividends Bill Carlton Terry JR (Self) Lazard Global Listed Infrastructure Financial Dividends Bill Carlton Terry JR (Self) Wisdomtree Mid Cap fund Financial Dividends Bill Carlton Terry JR (Self) Charlotte NC Wtr & swr sys Municipal Interest Bill Carlton Terry JR (Self) Chatham County Ltd Obligation Bonds Municipal Interest Bill Carlton Terry JR (Self) Iredell County NC SCH Go Bonds Municipal Interest Bill Carlton Terry JR (Self) NC St LTD Oblig Bonds Municipal Interest Bill Carlton Terry JR (Self) Winston Salem NC LTD Oblig Bonds Municipal Interest Bill Carlton Terry JR (Self) Forsyth County NC GO Ref Bonds Financial Interest Bill Carlton Terry JR (Self) Mecklenburg County NC GO Pub IMPT Bonds Financial Interest Bill Carlton Terry JR (Self) Administrative Office of the Courts Judicial Salary The SEI and any attachments, excluding the Confidential Form, are public records. Page 8 of 13 Professional and Civic Relationships 7(a). During 2021, were you or any members of your immediate family a director, officer, governing board member, employee, independent contractor, or registered lobbyist of a nonprofit corporation or organization operating in North Carolina primarily for religious, charitable, scientific, literary, public health and safety, or educational purposes? ☒ Yes ☐ No - If “No,” proceed to question 8. ► Do not list State boards or entities. ► Do not list organizations of which you are a mere member. Name of Person Position Name of Nonprofit Corporation or Organization Nature or Purpose of Organization Wendy Joyce Terry (Spouse) Board Member Smart Start of Davie County Educational Non-Profit 7(b). If the nonprofit corporations or organizations listed above do business with the State of North Carolina or receive State funds, briefly describe the nature of that business, if known or with due diligence could reasonably be known. Name of Nonprofit Corporation or Organization Describe State Business Smart Start of Davie County None or Not Known 8. During 2021, were you or any members of your immediate family a director, officer, or governing board member of any society, organization, or advocacy group with an interest in matters over which your agency or board may have jurisdiction? ☐ Yes ☐ No ☒ Legislator/Judicial Officer - You are not required to complete this question if you are filing because you are a legislator or judicial officer or you are filing as an appointee to one of those offices. ►Do not list organizations of which you are only a member and do not serve in a leadership role. Name of Person Name of Society, Organization, or Advocacy Group Leadership Position (Director, Officer, Board Member) The SEI and any attachments, excluding the Confidential Form, are public records. Page 9 of 13 9(a). List the name of each business with which you were associated where you or a member of your immediate family was an employee, director, officer, partner, proprietor, or member or manager as of December 31, 2021. Name of Person Relationship to Filer Name of Company Role of Person Erika Louise Terry Child Two Danes Properties LLC Manager Wendy Joyce Terry Spouse Two Danes Properties LLC Manager Wendy Joyce Terry Spouse Two Danes QOZ Investments LLC Manager Bill Carlton Terry JR Self Two Danes QOZ Investments LLC Manager Bill Carlton Terry JR Self DCAW Aviation, LLC Manager 9(b). If you know that any entity listed in 9(a) above had any material business dealings or business contracts with the State of North Carolina or was regulated by the State as of December 31, 2021, briefly describe that activity. Name of Company or Business Entity Description of Business Activity with the State None or Not Known 10. Are you a practicing attorney? ☐ Yes ☐ No ☒ Judicial Officer/State Attorney If “Yes”, check each category of legal representation in which you or the law firm with which you are affiliated has earned legal fees of more than $10,000 during 2021. ☐ Administrative ☐ Admiralty ☐ Corporate ☐ Criminal ☐ Decedent’s Estates ☐ Environmental ☐ Insurance ☐ Labor ☐ Local Government ☐ Real Property ☐ Securities ☐ Tax ☐ Tort litigation (including negligence) ☐ Utilities Regulation ☐ Other category not listed 11. During 2021, were you a licensed professional (other than an attorney) or did you provide consulting services individually or as a member of a professional association for which you charged or were paid over $10,000? ☐ Yes ☒ No Type of Business Nature of Services Rendered The SEI and any attachments, excluding the Confidential Form, are public records. Page 10 of 13 12. Are you or your employer, or any members of your immediate family, or their employers currently:  licensed by the State board or agency with which you are or will be associated or  regulated by the State board or agency with which you are or will be associated or  in a business relationship with the State board or agency with which you are or will be associated? ☐ Yes ☐ No ☒ Legislator/Judicial Officer - You are not required to complete this question if you are filing because you are a legislator or a judicial officer or you are filing as an appointee to one of those offices. Name of Person Name of Employer (if applicable) Type of Relationship (Licensing, Regulatory, Business) 13. Have you or a member of your immediate family been registered as a lobbyist or lobbyist principal within the 12 months preceding your filing of this form? ☐ Yes ☒ No Name of Lobbyist Lobbyist’s Principal Date of Registration Registration Expiration Other Disclosures 14. During 2021, after you were appointed, employed, or filed or were nominated as a candidate, did you  receive any “gift(s)” exceeding $200 per quarter from a person or group of persons acting together,  when both you and those person(s) were outside North Carolina,  under circumstances that would lead a reasonable person to conclude the gifts were given for lobbying? To answer Yes, all three conditions must apply ☐ Yes ☒ No ► Do not report gifts given by members of your extended family. ► Do not report gifts you have previously reported on the “Expense Report for Exempted Persons.” Date Item Received Name and Address of Donor(s) Describe Item Received Estimated Market Value The SEI and any attachments, excluding the Confidential Form, are public records. Page 11 of 13 15. During 2021, after you were appointed, employed, or filed or were nominated as a candidate, did you  accept a “scholarship” exceeding $200 related to your public position from a person or group of persons acting together,  when those person(s) were outside North Carolina? To answer Yes, both conditions must apply A “scholarship” is a grant-in-aid, either direct or indirect, to attend a conference, meeting, or similar event, including tuition, travel, lodging, meals, and other similar expenses. ☐ Yes ☐ No ☒ Judicial Officer - You are not required to complete this question if you are a judicial officer or you are filing as a judicial officer appointee. ► Do not report gifts you have previously reported on the “Expense Report for Exempted Persons.” ► Legislators are not required to report scholarships paid by a nonpartisan legislative organization of which the legislator or the General Assembly is a member, participant, or affiliate. Date of Scholarship Name and Address of Donor(s) Describe Event Estimated Market Value 16. Have you been appointed or considered for appointment to a covered board by the Governor or another Council of State member? Council of State members are: ► Governor ► Lt. Governor ► Secretary of State ► State Auditor ► State Treasurer ► Superintendent of Public Instruction ► Attorney General ► Commissioner of Agriculture ► Commissioner of Labor ► Commissioner of Insurance ☐ Yes ☒ No If “Yes,” list all contributions you made in 2021 with a cumulative total of more than $1,000 to the Council of State member who appointed you. Do not include contributions from immediate family members. ► Contributions are defined broadly in N.C.G.S. 163-278.6(6) and include “any advance, conveyance, deposit, distribution, transfer of funds, loan, payment, gift, pledge or subscription of money or anything of value whatsoever.” Date Amount Contributed to The SEI and any attachments, excluding the Confidential Form, are public records. Page 12 of 13 17. Are you an appointee or prospective appointee as: a. the head of a principal state department (e.g., cabinet secretary) appointed by the Governor; or b. a North Carolina Supreme Court Justice, Court of Appeals, Superior or District Court Judge; or c. a member of any of the following boards:  ABC Commission  Coastal Resources Commission  State Board of Education  State Board of Elections  Division of Employment Security  Environmental Management Commission  Industrial Commission  Human Resources Commission  Rules Review Commission  Board of Transportation  Utilities Commission  Wildlife Resources Commission ☐ Yes ☒ No If “No,” proceed to question 18. d. If so, were you appointed or are you being considered for appointment to that position by a Council of State member? ☐ Yes ☒ No If “No,” proceed to question 18. e. If so, you must indicate whether during 2021 you engaged in any of the following activities with respect to or on behalf of the candidate or campaign committee of the Council of State member who appointed you: i. Collected contributions from multiple contributors, took possession of such multiple contributions, and transferred or delivered those collected contributions to the candidate or committee? ☐ Yes ☐ No ii. Hosted a fundraiser at your residence or place of business? ☐ Yes ☐ No iii. Volunteered for campaign-related activities, including phone banks, event assistance, mailings, canvassing, surveying, or any other activity that advances the campaign of a candidate? ☐ Yes ☐ No 18. Have you ever been convicted of a felony for which you have not received either: (i) a pardon; or (ii) an order of expungement? ☐ Yes ☒ No Offense Date of Conviction County of Conviction State of Conviction 19. Are you aware of any other information that you believe may assist the Ethics Commission in advising you concerning your compliance with the State Government Ethics Act? ☐ Yes ☒ No If yes, please provide that information below. The SEI and any attachments, excluding the Confidential Form, are public records. Page 13 of 13 Affirmation The information provided in this Statement of Economic Interest and any attachments are true, complete, and accurate to the best of my knowledge and belief. I have not transferred, and will not transfer, any asset, interest, or property for the purpose of concealing it from disclosure while retaining an equitable interest. I understand that my Statement of Economic Interest and any attachments except for the Confidential Form regarding Unemancipated Children are public records. I have read and understand the following statutes: N.C.G.S. § 138A-26. Concealing or failing to disclose material information. A filing person who knowingly conceals or knowingly fails to disclose information that is required to be disclosed on a statement of economic interest . . . shall be guilty of a Class 1 misdemeanor and subject to disciplinary action under G.S. 138A-45. N.C.G.S. § 138A-27. Penalty for false information. A filing person who provides false information on a statement of economic interest . . . knowing that the information is false is guilty of a Class H felony and shall be subject to disciplinary action under G.S. 138A-45. I affirm under penalty of perjury that the foregoing is true and correct. Filed Electronically 03/05/2022 Signature Date Bill Carlton Terry JR Printed Name

The SEI and any attachments, excluding the Confidential Form, are public records. Page 1 of 13 STATE ETHICS COMMISSION 2022 STATEMENT OF ECONOMIC INTEREST ELECTRONIC FILING This entire form must be completed to fulfill your ethics filing obligation. Filer’s Name (First, Middle, Last) Prefix First Name Middle Name Last Name Suffix Hon. Bill Carlton Terry JR Current Employer Job Title NC Administrative Office of the Courts District Court Judge Nature or Type of Business Legal/Judicial Reason For Filing (Complete all that apply.) Are you a CANDIDATE for elected office? ☐ Yes ☒ No If yes, for what position are you seeking election? (Specify name of office seeking in box below.) Do you currently hold this position? ☐ Yes ☐ No State Government Job (Specify agency and position.) Board/Commission (List complete names of all State boards on which you are serving or are being considered.) Judicial Officer (Specify office.) Legislator (Specify House or Senate.) District Court Judge A. Do other immediate family members reside in your household? ☒ Yes ☐ No On this form, ”immediate family” includes your spouse (unless legally separated). It also includes members of your extended family (your and your spouse’s children, grandchildren, parents, grandparents, and siblings, and the spouses of each of those persons) who reside in your household. List the full name of all adults and emancipated minors in your household. Minors are children under 18. They are emancipated by marriage, enlistment in the US military, or court order for emancipation. Full names of Adults and Emancipated Minors Relationship Employer Job Title Nature of Business Erika Louise Terry Child Student Student Student Wendy Joyce Terry Spouse Terry Law, PLLC Attorney Legal The SEI and any attachments, excluding the Confidential Form, are public records. Page 2 of 13 B. List only the initials of all unemancipated minors in your household below. A minor is a child under 18 years old. List the full name of each minor child on the Confidential Form at the end. Initials of Unemancipated Minors Relationship Employer Job Title Nature of Business Property Interests 1. As of December 31, 2021, did you or any members of your immediate family: A. have an ownership interest in North Carolina real estate (including your residence) with a market value of $10,000 or more? ☒ Yes ☐ No Owner of Real Estate % Ownership Interest Location by City Location by County (Self plus Spouse) 100.00% Advance Davie (Self plus Spouse) 100.00% Mocksville Davie (Self plus Spouse) 100.00% Lexington Davidson (Self plus Spouse) 100.00% Holden Beach Brunswick B. lease or rent real estate or personal property to or from the State of North Carolina with a market value of $10,000 or more? ☐ Yes ☒ No Name of Lessor Name of Lessee (Renter) If Real Estate, Location by City & County If Personal Property, Describe 2. At any time during 2020 or 2021, did you or any members of your immediate family sell to or buy from the State of North Carolina personal property worth $10,000 or more? ☐ Yes ☒ No Name of Purchaser Name of Seller Type of Property The SEI and any attachments, excluding the Confidential Form, are public records. Page 3 of 13 Financial Interests 3. As of December 31, 2021, did you or any members of your immediate family own any of the following financial interests valued at $10,000 or more? List each company individually. A. Stock in a publicly owned company? ☒ Yes ☐ No ►Do not list interests in a widely held investment fund (including mutual funds, regulated investment companies, or pension or deferred compensation plans) if: 1. the fund is publicly traded or its assets are widely diversified; and 2. neither you nor an immediate family member are able to control the underlying assets. Owner of Interest Full Name of Company or ticker symbol (Self plus Spouse) Amazon (Self plus Spouse) Apple (Self plus Spouse) American Express (Self plus Spouse) Duke energy (Self plus Spouse) Dow Inc (Self plus Spouse) Alphabet (Self plus Spouse) JP Morgan (Self plus Spouse) McDonalds (Self plus Spouse) Northrop Grumman (Self plus Spouse) Nucor Steel (Self plus Spouse) Invidia (Self plus Spouse) NXP Semiconductors (Self plus Spouse) Pepsi (Self plus Spouse) Wells Fargo (Self plus Spouse) Zoom Video Communications Inc. (Self plus Spouse) Fastly Inc (Self plus Spouse) Qualcomm (Self plus Spouse) Roku (Self plus Spouse) Snowflake Inc (Self plus Spouse) Lockheed Martin (Self plus Spouse) Marvell technology (Self plus Spouse) Upstart Holdings Bill Carlton Terry JR (Self) Apple Bill Carlton Terry JR (Self) American Tower Bill Carlton Terry JR (Self) BP PLC The SEI and any attachments, excluding the Confidential Form, are public records. Page 4 of 13 Bill Carlton Terry JR (Self) Comcast Bill Carlton Terry JR (Self) Walt Disney Co Bill Carlton Terry JR (Self) Editas Medicine Bill Carlton Terry JR (Self) Kinder Morgan Inc Bill Carlton Terry JR (Self) Annaly Capital Management Bill Carlton Terry JR (Self) New Residential Investment Bill Carlton Terry JR (Self) Nvidia Corp Bill Carlton Terry JR (Self) PepsiCo Bill Carlton Terry JR (Self) Raytheon Bill Carlton Terry JR (Self) US Bancorp Bill Carlton Terry JR (Self) Verizon Communications Bill Carlton Terry JR (Self) Wallgreens Boots Alliance Bill Carlton Terry JR (Self) Wells Fargo Bill Carlton Terry JR (Self) Yum Brands Bill Carlton Terry JR (Self) Raytheon Technologies Corporation Bill Carlton Terry JR (Self) Lockheed Martin Corp Bill Carlton Terry JR (Self) Allstate Corp Bill Carlton Terry JR (Self) Microsoft Corp Bill Carlton Terry JR (Self) Honeywell International INC Bill Carlton Terry JR (Self) Service Corp International Bill Carlton Terry JR (Self) Waste Management INC Bill Carlton Terry JR (Self) Newmont Corporation Bill Carlton Terry JR (Self) Entergy Corp Bill Carlton Terry JR (Self) Medtronic PLC Bill Carlton Terry JR (Self) Abbott Laboratories Bill Carlton Terry JR (Self) Home Depot INC Bill Carlton Terry JR (Self) AT&T INC Bill Carlton Terry JR (Self) Essex Property trust Inc Bill Carlton Terry JR (Self) Accenture PLC Bill Carlton Terry JR (Self) Walmart Inc Bill Carlton Terry JR (Self) Intel Corp Bill Carlton Terry JR (Self) Atlassian Corp The SEI and any attachments, excluding the Confidential Form, are public records. Page 5 of 13 Bill Carlton Terry JR (Self) Roku Inc Bill Carlton Terry JR (Self) Mondelez International Inc Bill Carlton Terry JR (Self) Carlyle Property Private Investors, LLC Bill Carlton Terry JR (Self) Starwood Opportunity Zone Partners Bill Carlton Terry JR (Self) Coatue Early Stage Fund Private Investors Bill Carlton Terry JR (Self) HPS Mezzanine Private Investors Bill Carlton Terry JR (Self) HPS Core Senior Lending Fund Bill Carlton Terry JR (Self) Lord Abbott Short Duration Income A Bill Carlton Terry JR (Self) Blackrock Liquidity Funds Bill Carlton Terry JR (Self) ASML Holding N V N Y Bill Carlton Terry JR (Self) Celldex Therapeutics Inc Bill Carlton Terry JR (Self) Zoom Video Communications Inc Bill Carlton Terry JR (Self) Union Pacific Bill Carlton Terry JR (Self) United Health Group Bill Carlton Terry JR (Self) Travel & Leisure Co Bill Carlton Terry JR (Self) TJX Companies Bill Carlton Terry JR (Self) Bank of America Bill Carlton Terry JR (Self) CF Industries Bill Carlton Terry JR (Self) Corteva Inc Bill Carlton Terry JR (Self) Walt Disney Inc Bill Carlton Terry JR (Self) Wisdom Tree Bill Carlton Terry JR (Self) Dover Corp Bill Carlton Terry JR (Self) Eaton Corp Bill Carlton Terry JR (Self) Honeywell Intl Bill Carlton Terry JR (Self) Marathon Pete Corp B. Stock options in a company or business? ☐ Yes ☒ No Owner of Stock Option Full Name of Company (Do not use a ticker symbol) C. Interests in a non-publicly owned company or business entity? These include interests in sole proprietorships, partnerships, limited partnerships, joint ventures, limited liability companies, limited liability partnerships, and closely held corporations. ☒ Yes ☐ No - If “No,” proceed to question 4. The SEI and any attachments, excluding the Confidential Form, are public records. Page 6 of 13 Owner of Interest Name of Company or Business Entity (Self plus Spouse) Two Danes QOZ Investments LLC (Self plus Spouse) Two Danes Properties, LLC Wendy Joyce Terry (Spouse) PTM Lawfirm PLLC Wendy Joyce Terry (Spouse) Terry Law, PLLC Bill Carlton Terry JR (Self) DCAW Aviation LLC C (1). For each company or business entity identified in question 3.C. (the “Primary Company”), please list the names of any other companies or business entities in which the Primary Company owns securities or equity interests valued at over $10,000, if known. Non-Publicly Owned Company or Business Entity (the Primary Company) Other Companies in which the Primary Company Owns Security or Equity Interests None or Not Known C (2). If you know that any entity listed in 3.C or 3.C(1) above has any material business dealings or business contracts with the State of North Carolina, or is regulated by the State, briefly describe that business activity. Name of Company or Business Entity Description of Business Activity with the State 4. As of December 31, 2021, were you or any members of your immediate family the beneficiaries of a vested trust with a value of $10,000 or more that you created, established, or controlled? Do not list assets held in blind trusts. See 2022 SEI Helpful Tips for the definition of “Vested Trust” and “Blind Trust.” https://ethics.nc.gov ☐ Yes ☒ No Name and Address of Trustee Description of the Trust Your Relationship to the Trust 5. As of December 31, 2021, did you any members of your immediate family have liabilities of $10,000 or more, excluding the mortgage on your primary personal residence? Examples include credit card debts, auto loans, student loans, personal loans and intra-family debt. ☒ Yes ☐ No Name of Debtor Type of Creditor (commercial Bank, credit union, individual, etc.) Wendy Joyce Terry (Spouse) Commercial Bank 6. List each source of income (not specific amounts) of more than $5,000 received by you or any members of your immediate family during 2021. Include salary, wages, state/local government retirement income, professional fees, honoraria, interest, dividends, rental income, business income, and other types required to be reported on State and federal tax returns. Please remember to disclose your receipt of salary or wages from any governmental or private entity. Do not include income received from the following sources: ► Capital gains ► Federal government retirement ► Military retirement ► Social security income/SSDI Recipient of Income Name of Source Type of Business/Industry Type of Income (Self plus Spouse) American Express Financial Dividends The SEI and any attachments, excluding the Confidential Form, are public records. Page 7 of 13 (Self plus Spouse) Duke Energy Utility Dividends (Self plus Spouse) Enbridge Utility Dividends (Self plus Spouse) McDonalds Food Service Dividends (Self plus Spouse) Penry, Terry & Mitchell PLLC Legal Rental income (Self plus Spouse) Salisbury Newsmedia LLC Publication Rental income (Self plus Spouse) ABCS LLC Retail Rental income Bill Carlton Terry JR (Self) New vResidential Investment Corp REIT Dividends Bill Carlton Terry JR (Self) Lord Abbott Short Duration Income fund Financial Dividends Bill Carlton Terry JR (Self) Federated Prime Cash Obligation Fund Financial Dividends Bill Carlton Terry JR (Self) Spider S&P 500 ETF Trust Financial Dividends Bill Carlton Terry JR (Self) Vanguard Index Funds Financial Dividends Bill Carlton Terry JR (Self) Forsyth County NC GO Ref Bonds Financial Interest Bill Carlton Terry JR (Self) Mecklenburg County NC GO Pub IMPT Bonds Financial Interest Bill Carlton Terry JR (Self) Administrative Office of the Courts Judicial Salary Bill Carlton Terry JR (Self) Wisdomtree Mid Cap fund Financial Dividends Bill Carlton Terry JR (Self) Charlotte NC Wtr & swr sys Municipal Interest Bill Carlton Terry JR (Self) Chatham County Ltd Obligation Bonds Municipal Interest Bill Carlton Terry JR (Self) Iredell County NC SCH Go Bonds Municipal Interest Bill Carlton Terry JR (Self) NC St LTD Oblig Bonds Municipal Interest Bill Carlton Terry JR (Self) Winston Salem NC LTD Oblig Bonds Municipal Interest Bill Carlton Terry JR (Self) Credit Suisse Floating Rate High Financial Dividends Bill Carlton Terry JR (Self) T Rowe Price Intl Funds Financial Dividends Bill Carlton Terry JR (Self) Fidelity Covington Trust Financial Dividends Bill Carlton Terry JR (Self) Lazard Global Listed Infrastructure Financial Dividends The SEI and any attachments, excluding the Confidential Form, are public records. Page 8 of 13 Professional and Civic Relationships 7(a). During 2021, were you or any members of your immediate family a director, officer, governing board member, employee, independent contractor, or registered lobbyist of a nonprofit corporation or organization operating in North Carolina primarily for religious, charitable, scientific, literary, public health and safety, or educational purposes? ☒ Yes ☐ No - If “No,” proceed to question 8. ► Do not list State boards or entities. ► Do not list organizations of which you are a mere member. Name of Person Position Name of Nonprofit Corporation or Organization Nature or Purpose of Organization Wendy Joyce Terry (Spouse) Board Member Smart Start of Davie County Educational Non-Profit 7(b). If the nonprofit corporations or organizations listed above do business with the State of North Carolina or receive State funds, briefly describe the nature of that business, if known or with due diligence could reasonably be known. Name of Nonprofit Corporation or Organization Describe State Business Smart Start of Davie County None or Not Known 8. During 2021, were you or any members of your immediate family a director, officer, or governing board member of any society, organization, or advocacy group with an interest in matters over which your agency or board may have jurisdiction? ☐ Yes ☐ No ☒ Legislator/Judicial Officer - You are not required to complete this question if you are filing because you are a legislator or judicial officer or you are filing as an appointee to one of those offices. ►Do not list organizations of which you are only a member and do not serve in a leadership role. Name of Person Name of Society, Organization, or Advocacy Group Leadership Position (Director, Officer, Board Member) The SEI and any attachments, excluding the Confidential Form, are public records. Page 9 of 13 9(a). List the name of each business with which you were associated where you or a member of your immediate family was an employee, director, officer, partner, proprietor, or member or manager as of December 31, 2021. Name of Person Relationship to Filer Name of Company Role of Person Erika Louise Terry Child Two Danes Properties LLC Manager Wendy Joyce Terry Spouse Two Danes Properties LLC Manager Wendy Joyce Terry Spouse Two Danes QOZ Investments LLC Manager Bill Carlton Terry JR Self Two Danes QOZ Investments LLC Manager Bill Carlton Terry JR Self DCAW Aviation, LLC Manager 9(b). If you know that any entity listed in 9(a) above had any material business dealings or business contracts with the State of North Carolina or was regulated by the State as of December 31, 2021, briefly describe that activity. Name of Company or Business Entity Description of Business Activity with the State None or Not Known 10. Are you a practicing attorney? ☐ Yes ☐ No ☒ Judicial Officer/State Attorney If “Yes”, check each category of legal representation in which you or the law firm with which you are affiliated has earned legal fees of more than $10,000 during 2021. ☐ Administrative ☐ Admiralty ☐ Corporate ☐ Criminal ☐ Decedent’s Estates ☐ Environmental ☐ Insurance ☐ Labor ☐ Local Government ☐ Real Property ☐ Securities ☐ Tax ☐ Tort litigation (including negligence) ☐ Utilities Regulation ☐ Other category not listed 11. During 2021, were you a licensed professional (other than an attorney) or did you provide consulting services individually or as a member of a professional association for which you charged or were paid over $10,000? ☐ Yes ☒ No Type of Business Nature of Services Rendered The SEI and any attachments, excluding the Confidential Form, are public records. Page 10 of 13 12. Are you or your employer, or any members of your immediate family, or their employers currently:  licensed by the State board or agency with which you are or will be associated or  regulated by the State board or agency with which you are or will be associated or  in a business relationship with the State board or agency with which you are or will be associated? ☐ Yes ☐ No ☒ Legislator/Judicial Officer - You are not required to complete this question if you are filing because you are a legislator or a judicial officer or you are filing as an appointee to one of those offices. Name of Person Name of Employer (if applicable) Type of Relationship (Licensing, Regulatory, Business) 13. Have you or a member of your immediate family been registered as a lobbyist or lobbyist principal within the 12 months preceding your filing of this form? ☐ Yes ☒ No Name of Lobbyist Lobbyist’s Principal Date of Registration Registration Expiration Other Disclosures 14. During 2021, after you were appointed, employed, or filed or were nominated as a candidate, did you  receive any “gift(s)” exceeding $200 per quarter from a person or group of persons acting together,  when both you and those person(s) were outside North Carolina,  under circumstances that would lead a reasonable person to conclude the gifts were given for lobbying? To answer Yes, all three conditions must apply ☐ Yes ☒ No ► Do not report gifts given by members of your extended family. ► Do not report gifts you have previously reported on the “Expense Report for Exempted Persons.” Date Item Received Name and Address of Donor(s) Describe Item Received Estimated Market Value The SEI and any attachments, excluding the Confidential Form, are public records. Page 11 of 13 15. During 2021, after you were appointed, employed, or filed or were nominated as a candidate, did you  accept a “scholarship” exceeding $200 related to your public position from a person or group of persons acting together,  when those person(s) were outside North Carolina? To answer Yes, both conditions must apply A “scholarship” is a grant-in-aid, either direct or indirect, to attend a conference, meeting, or similar event, including tuition, travel, lodging, meals, and other similar expenses. ☐ Yes ☐ No ☒ Judicial Officer - You are not required to complete this question if you are a judicial officer or you are filing as a judicial officer appointee. ► Do not report gifts you have previously reported on the “Expense Report for Exempted Persons.” ► Legislators are not required to report scholarships paid by a nonpartisan legislative organization of which the legislator or the General Assembly is a member, participant, or affiliate. Date of Scholarship Name and Address of Donor(s) Describe Event Estimated Market Value 16. Have you been appointed or considered for appointment to a covered board by the Governor or another Council of State member? Council of State members are: ► Governor ► Lt. Governor ► Secretary of State ► State Auditor ► State Treasurer ► Superintendent of Public Instruction ► Attorney General ► Commissioner of Agriculture ► Commissioner of Labor ► Commissioner of Insurance ☐ Yes ☒ No If “Yes,” list all contributions you made in 2021 with a cumulative total of more than $1,000 to the Council of State member who appointed you. Do not include contributions from immediate family members. ► Contributions are defined broadly in N.C.G.S. 163-278.6(6) and include “any advance, conveyance, deposit, distribution, transfer of funds, loan, payment, gift, pledge or subscription of money or anything of value whatsoever.” Date Amount Contributed to The SEI and any attachments, excluding the Confidential Form, are public records. Page 12 of 13 17. Are you an appointee or prospective appointee as: a. the head of a principal state department (e.g., cabinet secretary) appointed by the Governor; or b. a North Carolina Supreme Court Justice, Court of Appeals, Superior or District Court Judge; or c. a member of any of the following boards:  ABC Commission  Coastal Resources Commission  State Board of Education  State Board of Elections  Division of Employment Security  Environmental Management Commission  Industrial Commission  Human Resources Commission  Rules Review Commission  Board of Transportation  Utilities Commission  Wildlife Resources Commission ☐ Yes ☒ No If “No,” proceed to question 18. d. If so, were you appointed or are you being considered for appointment to that position by a Council of State member? ☐ Yes ☒ No If “No,” proceed to question 18. e. If so, you must indicate whether during 2021 you engaged in any of the following activities with respect to or on behalf of the candidate or campaign committee of the Council of State member who appointed you: i. Collected contributions from multiple contributors, took possession of such multiple contributions, and transferred or delivered those collected contributions to the candidate or committee? ☐ Yes ☐ No ii. Hosted a fundraiser at your residence or place of business? ☐ Yes ☐ No iii. Volunteered for campaign-related activities, including phone banks, event assistance, mailings, canvassing, surveying, or any other activity that advances the campaign of a candidate? ☐ Yes ☐ No 18. Have you ever been convicted of a felony for which you have not received either: (i) a pardon; or (ii) an order of expungement? ☐ Yes ☒ No Offense Date of Conviction County of Conviction State of Conviction 19. Are you aware of any other information that you believe may assist the Ethics Commission in advising you concerning your compliance with the State Government Ethics Act? ☐ Yes ☒ No If yes, please provide that information below. The SEI and any attachments, excluding the Confidential Form, are public records. Page 13 of 13 Affirmation The information provided in this Statement of Economic Interest and any attachments are true, complete, and accurate to the best of my knowledge and belief. I have not transferred, and will not transfer, any asset, interest, or property for the purpose of concealing it from disclosure while retaining an equitable interest. I understand that my Statement of Economic Interest and any attachments except for the Confidential Form regarding Unemancipated Children are public records. I have read and understand the following statutes: N.C.G.S. § 138A-26. Concealing or failing to disclose material information. A filing person who knowingly conceals or knowingly fails to disclose information that is required to be disclosed on a statement of economic interest . . . shall be guilty of a Class 1 misdemeanor and subject to disciplinary action under G.S. 138A-45. N.C.G.S. § 138A-27. Penalty for false information. A filing person who provides false information on a statement of economic interest . . . knowing that the information is false is guilty of a Class H felony and shall be subject to disciplinary action under G.S. 138A-45. I affirm under penalty of perjury that the foregoing is true and correct. Filed Electronically 03/02/2022 Signature Date Bill Carlton Terry JR Printed Name

The SEI and any attachments, excluding the Confidential Form, are public records. Page 1 of 12 STATE ETHICS COMMISSION 2021 STATEMENT OF ECONOMIC INTEREST ELECTRONIC FILING This entire form must be completed to fulfill your ethics filing obligation. Filer’s Name (First, Middle, Last) Prefix First Name Middle Name Last Name Suffix Hon. Bill Carlton Terry JR Current Employer Job Title NC Administrative Office of the Courts District Court Judge Nature or Type of Business Legal/Judicial Reason For Filing (Complete all that apply.) State Government Job (Specify agency and position.) Board/Commission (List complete names of all State boards on which you are serving or are being considered.) Judicial Officer (Specify office.) Legislator (Specify House or Senate.) District Court Judge A. Do other immediate family members reside in your household? ☒ Yes ☐ No On this form, ”immediate family” includes your spouse (unless legally separated). It also includes members of your extended family (your and your spouse’s children, grandchildren, parents, grandparents, and siblings, and the spouses of each of those persons) who reside in your household. List the full name of all adults and emancipated minors in your household. Minors are children under 18. They are emancipated by marriage, enlistment in the US military, or court order for emancipation. Full names of Adults and Emancipated Minors Relationship Employer Job Title Nature of Business Erika Louise Terry Child Student Student Student Wendy Joyce Terry Spouse Terry Law, PLLC Attorney Legal The SEI and any attachments, excluding the Confidential Form, are public records. Page 2 of 12 B. List only the initials of all unemancipated minors in your household below. A minor is a child under 18 years old. List the full name of each minor child on the Confidential Form at the end. Initials of Unemancipated Minors Relationship Employer Job Title Nature of Business Property Interests 1. As of December 31, 2020, did you or any members of your immediate family: A. have an ownership interest in North Carolina real estate (including your residence) with a market value of $10,000 or more? ☒ Yes ☐ No Owner of Real Estate % Ownership Interest Location by City Location by County (Self plus Spouse) 100.00% Advance Davie (Self plus Spouse) 100.00% Mocksville Davie (Self plus Spouse) 100.00% Lexington Davidson B. lease or rent real estate or personal property to or from the State of North Carolina with a market value of $10,000 or more? ☐ Yes ☒ No Name of Lessor Name of Lessee (Renter) If Real Estate, Location by City & County If Personal Property, Describe 2. At any time during 2019 or 2020, did you or any members of your immediate family sell to or buy from the State of North Carolina personal property worth $10,000 or more? ☐ Yes ☒ No Name of Purchaser Name of Seller Type of Property The SEI and any attachments, excluding the Confidential Form, are public records. Page 3 of 12 Financial Interests 3. As of December 31, 2020, did you or any members of your immediate family own any of the following financial interests valued at $10,000 or more? List each company individually. A. Stock in a publicly owned company? ☒ Yes ☐ No ►Do not list interests in a widely held investment fund (including mutual funds, regulated investment companies, or pension or deferred compensation plans) if: 1. the fund is publicly traded or its assets are widely diversified; and 2. neither you nor an immediate family member are able to control the underlying assets. Owner of Interest Full Name of Company or ticker symbol (Self plus Spouse) Amazon (Self plus Spouse) Apple (Self plus Spouse) American Express (Self plus Spouse) Duke energy (Self plus Spouse) Dow Inc (Self plus Spouse) Enbridge (Self plus Spouse) Alphabet (Self plus Spouse) Huntington Ingalls (Self plus Spouse) JP Morgan (Self plus Spouse) McDonalds (Self plus Spouse) Northrop Grumman (Self plus Spouse) Nucor Steel (Self plus Spouse) Invidia (Self plus Spouse) NXP Semiconductors (Self plus Spouse) Pepsi (Self plus Spouse) Wells Fargo (Self plus Spouse) Zoom Video Communications Inc. (Self plus Spouse) Fastly Inc (Self plus Spouse) Qualcomm (Self plus Spouse) Roku (Self plus Spouse) Snowflake Inc Bill Carlton Terry JR (Self) Apple Bill Carlton Terry JR (Self) American Tower Bill Carlton Terry JR (Self) BP PLC Bill Carlton Terry JR (Self) Comcast The SEI and any attachments, excluding the Confidential Form, are public records. Page 4 of 12 Bill Carlton Terry JR (Self) Control 4 Corporation Bill Carlton Terry JR (Self) Walt Disney Co Bill Carlton Terry JR (Self) Editas Medicine Bill Carlton Terry JR (Self) Kinder Morgan Inc Bill Carlton Terry JR (Self) Annaly Capital Management Bill Carlton Terry JR (Self) New Residential Investment Bill Carlton Terry JR (Self) Nvidia Corp Bill Carlton Terry JR (Self) PepsiCo Bill Carlton Terry JR (Self) Raytheon Bill Carlton Terry JR (Self) US Bancorp Bill Carlton Terry JR (Self) Verizon Communications Bill Carlton Terry JR (Self) Wallgreens Boots Alliance Bill Carlton Terry JR (Self) Wells Fargo Bill Carlton Terry JR (Self) Yum Brands Bill Carlton Terry JR (Self) Raytheon Technologies Corporation Bill Carlton Terry JR (Self) Lockheed Martin Corp Bill Carlton Terry JR (Self) Allstate Corp Bill Carlton Terry JR (Self) Microsoft Corp Bill Carlton Terry JR (Self) Honeywell International INC Bill Carlton Terry JR (Self) Service Corp International Bill Carlton Terry JR (Self) Waste Management INC Bill Carlton Terry JR (Self) Newmont Corporation Bill Carlton Terry JR (Self) Entergy Corp Bill Carlton Terry JR (Self) Medtronic PLC Bill Carlton Terry JR (Self) Abbott Laboratories Bill Carlton Terry JR (Self) Home Depot INC Bill Carlton Terry JR (Self) AT&T INC Bill Carlton Terry JR (Self) Essex Property trust Inc Bill Carlton Terry JR (Self) Accenture PLC Bill Carlton Terry JR (Self) Walmart Inc Bill Carlton Terry JR (Self) Intel Corp Bill Carlton Terry JR (Self) Atlassian Corp The SEI and any attachments, excluding the Confidential Form, are public records. Page 5 of 12 Bill Carlton Terry JR (Self) Roku Inc Bill Carlton Terry JR (Self) Mondelez International Inc Bill Carlton Terry JR (Self) Carlyle Property Private Investors, LLC Bill Carlton Terry JR (Self) Starwood Opportunity Zone Partners Bill Carlton Terry JR (Self) Coatue Early Stage Fund Private Investors Bill Carlton Terry JR (Self) HPS Mezzanine Private Investors Bill Carlton Terry JR (Self) HPS Core Senior Lending Fund Bill Carlton Terry JR (Self) Lord Abbott Short Duration Income A Bill Carlton Terry JR (Self) Blackrock Liquidity Funds Bill Carlton Terry JR (Self) ASML Holding N V N Y Bill Carlton Terry JR (Self) Celldex Therapeutics Inc B. Stock options in a company or business? ☐ Yes ☒ No Owner of Stock Option Full Name of Company (Do not use a ticker symbol) C. Interests in a non-publicly owned company or business entity? These include interests in sole proprietorships, partnerships, limited partnerships, joint ventures, limited liability companies, limited liability partnerships, and closely held corporations. ☒ Yes ☐ No - If “No,” proceed to question 4. Owner of Interest Name of Company or Business Entity (Self plus Spouse) Two Danes QOZ Investments LLC (Self plus Spouse) Two Danes Properties, LLC Wendy Joyce Terry (Spouse) Terry Law, PLLC Wendy Joyce Terry (Spouse) PTM Lawfirm PLLC Bill Carlton Terry JR (Self) DCAW Aviation LLC C (1). For each company or business entity identified in question 3.C. (the “Primary Company”), please list the names of any other companies or business entities in which the Primary Company owns securities or equity interests valued at over $10,000, if known. Non-Publicly Owned Company or Business Entity (the Primary Company) Other Companies in which the Primary Company Owns Security or Equity Interests None or Not Known C (2). If you know that any entity listed in 3.C or 3.C(1) above has any material business dealings or business contracts with the State of North Carolina, or is regulated by the State, briefly describe that business activity. Name of Company or Business Entity Description of Business Activity with the State The SEI and any attachments, excluding the Confidential Form, are public records. Page 6 of 12 4. As of December 31, 2020, were you or any members of your immediate family the beneficiaries of a vested trust with a value of $10,000 or more that you created, established, or controlled? Do not list assets held in blind trusts. See 2021 SEI Helpful Tips for the definition of “Vested Trust” and “Blind Trust.” https://ethics.nc.gov ☐ Yes ☒ No Name and Address of Trustee Description of the Trust Your Relationship to the Trust 5. As of December 31, 2020, did you any members of your immediate family have liabilities of $10,000 or more, excluding the mortgage on your primary personal residence? Examples include credit card debts, auto loans, student loans, personal loans and intra-family debt. ☐ Yes ☒ No Name of Debtor Type of Creditor (commercial Bank, credit union, individual, etc.) 6. List each source of income (not specific amounts) of more than $5,000 received by you or any members of your immediate family during 2020. Include salary, wages, state/local government retirement income, professional fees, honoraria, interest, dividends, rental income, business income, and other types required to be reported on State and federal tax returns. Please remember to disclose your receipt of salary or wages from any governmental or private entity. Do not include income received from the following sources: ► Capital gains ► Federal government retirement ► Military retirement ► Social security income/SSDI Recipient of Income Name of Source Type of Business/Industry Type of Income (Self plus Spouse) American Express Financial Dividends (Self plus Spouse) Duke Energy Utility Dividends (Self plus Spouse) Enbridge Utility Dividends (Self plus Spouse) McDonalds Food Service Dividends (Self plus Spouse) Penry & Mitchell PLLC Legal Rental income Bill Carlton Terry JR (Self) New vResidential Investment Corp REIT Dividends Bill Carlton Terry JR (Self) Lord Abbott Short Duration Income fund Financial Dividends Bill Carlton Terry JR (Self) Federated Prime Cash Obligation Fund Financial Dividends Bill Carlton Terry JR (Self) Administrative Office of the Courts Judicial Salary Bill Carlton Terry JR (Self) Spider S&P 500 ETF Trust Financial Dividends Bill Carlton Terry JR (Self) Vanguard Index Funds Financial Dividends Bill Carlton Terry JR (Self) Forsyth County NC GO Ref Bonds Financial Interest Bill Carlton Terry JR (Self) Mecklenburg County NC GO Pub IMPT Bonds Financial Interest The SEI and any attachments, excluding the Confidential Form, are public records. Page 7 of 12 Professional and Civic Relationships 7(a). During 2020, were you or any members of your immediate family a director, officer, governing board member, employee, independent contractor, or registered lobbyist of a nonprofit corporation or organization operating in North Carolina primarily for religious, charitable, scientific, literary, public health and safety, or educational purposes? ☒ Yes ☐ No - If “No,” proceed to question 8. ► Do not list State boards or entities. ► Do not list organizations of which you are a mere member. Name of Person Position Name of Nonprofit Corporation or Organization Nature or Purpose of Organization Wendy Joyce Terry (Spouse) Board Member Family Promise of Davie County Charitable Organization Wendy Joyce Terry (Spouse) Board Member Smart Start of Davie County Educational Non-Profit 7(b). If the nonprofit corporations or organizations listed above do business with the State of North Carolina or receive State funds, briefly describe the nature of that business, if known or with due diligence could reasonably be known. Name of Nonprofit Corporation or Organization Describe State Business Family Promise of Davie County None or Not Known Smart Start of Davie County None or Not Known 8. During 2020, were you or any members of your immediate family a director, officer, or governing board member of any society, organization, or advocacy group with an interest in matters over which your agency or board may have jurisdiction? ☐ Yes ☐ No ☒ Legislator/Judicial Officer - You are not required to complete this question if you are filing because you are a legislator or judicial officer or you are filing as an appointee to one of those offices. ►Do not list organizations of which you are only a member and do not serve in a leadership role. Name of Person Name of Society, Organization, or Advocacy Group Leadership Position (Director, Officer, Board Member) The SEI and any attachments, excluding the Confidential Form, are public records. Page 8 of 12 9(a). List the name of each business with which you were associated where you or a member of your immediate family was an employee, director, officer, partner, proprietor, or member or manager as of December 31, 2020. Name of Person Relationship to Filer Name of Company Role of Person Wendy Joyce Terry Spouse Two Danes Property LLC Manager Wendy Joyce Terry Spouse Two Danes QOZ Investments LLC Manager Bill Carlton Terry JR Self Two Danes Property LLC Manager Bill Carlton Terry JR Self Two Danes QOZ Investments LLC Manager 9(b). If you know that any entity listed in 9(a) above had any material business dealings or business contracts with the State of North Carolina or was regulated by the State as of December 31, 2020, briefly describe that activity. Name of Company or Business Entity Description of Business Activity with the State None or Not Known 10. Are you a practicing attorney? ☐ Yes ☐ No ☒ Judicial Officer/State Attorney If “Yes”, check each category of legal representation in which you or the law firm with which you are affiliated has earned legal fees of more than $10,000 during 2020. ☐ Administrative ☐ Admiralty ☐ Corporate ☐ Criminal ☐ Decedent’s Estates ☐ Environmental ☐ Insurance ☐ Labor ☐ Local Government ☐ Real Property ☐ Securities ☐ Tax ☐ Tort litigation (including negligence) ☐ Utilities Regulation ☐ Other category not listed 11. During 2020, were you a licensed professional (other than an attorney) or did you provide consulting services individually or as a member of a professional association for which you charged or were paid over $10,000? ☐ Yes ☒ No Type of Business Nature of Services Rendered The SEI and any attachments, excluding the Confidential Form, are public records. Page 9 of 12 12. Are you or your employer, or any members of your immediate family, or their employers currently:  licensed by the State board or agency with which you are or will be associated or  regulated by the State board or agency with which you are or will be associated or  in a business relationship with the State board or agency with which you are or will be associated? ☐ Yes ☐ No ☒ Legislator/Judicial Officer - You are not required to complete this question if you are filing because you are a legislator or a judicial officer or you are filing as an appointee to one of those offices. Name of Person Name of Employer (if applicable) Type of Relationship (Licensing, Regulatory, Business) 13. Have you or a member of your immediate family been registered as a lobbyist or lobbyist principal within the 12 months preceding your filing of this form? ☐ Yes ☒ No Name of Lobbyist Lobbyist’s Principal Date of Registration Registration Expiration Other Disclosures 14. During 2020, after you were appointed, employed, or filed or were nominated as a candidate, did you  receive any “gift(s)” exceeding $200 per quarter from a person or group of persons acting together,  when both you and those person(s) were outside North Carolina,  under circumstances that would lead a reasonable person to conclude the gifts were given for lobbying? To answer Yes, all three conditions must apply ☐ Yes ☒ No ► Do not report gifts given by members of your extended family. ► Do not report gifts you have previously reported on the “Expense Report for Exempted Persons.” Date Item Received Name and Address of Donor(s) Describe Item Received Estimated Market Value The SEI and any attachments, excluding the Confidential Form, are public records. Page 10 of 12 15. During 2020, after you were appointed, employed, or filed or were nominated as a candidate, did you  accept a “scholarship” exceeding $200 related to your public position from a person or group of persons acting together,  when those person(s) were outside North Carolina? To answer Yes, both conditions must apply A “scholarship” is a grant-in-aid, either direct or indirect, to attend a conference, meeting, or similar event, including tuition, travel, lodging, meals, and other similar expenses. ☐ Yes ☐ No ☒ Judicial Officer - You are not required to complete this question if you are a judicial officer or you are filing as a judicial officer appointee. ► Do not report gifts you have previously reported on the “Expense Report for Exempted Persons.” ► Legislators are not required to report scholarships paid by a nonpartisan legislative organization of which the legislator or the General Assembly is a member, participant, or affiliate. Date of Scholarship Name and Address of Donor(s) Describe Event Estimated Market Value 16. Have you been appointed or considered for appointment to a covered board by the Governor or another Council of State member? Council of State members are: ► Governor ► Lt. Governor ► Secretary of State ► State Auditor ► State Treasurer ► Superintendent of Public Instruction ► Attorney General ► Commissioner of Agriculture ► Commissioner of Labor ► Commissioner of Insurance ☐ Yes ☒ No If “Yes,” list all contributions you made in 2020 with a cumulative total of more than $1,000 to the Council of State member who appointed you. Do not include contributions from immediate family members. ► Contributions are defined broadly in N.C.G.S. 163-278.6(6) and include “any advance, conveyance, deposit, distribution, transfer of funds, loan, payment, gift, pledge or subscription of money or anything of value whatsoever.” Date Amount Contributed to The SEI and any attachments, excluding the Confidential Form, are public records. Page 11 of 12 17. Are you an appointee or prospective appointee as: a. the head of a principal state department (e.g., cabinet secretary) appointed by the Governor; or b. a North Carolina Supreme Court Justice, Court of Appeals, Superior or District Court Judge; or c. a member of any of the following boards:  ABC Commission  Coastal Resources Commission  State Board of Education  State Board of Elections  Division of Employment Security  Environmental Management Commission  Industrial Commission  Human Resources Commission  Rules Review Commission  Board of Transportation  Utilities Commission  Wildlife Resources Commission ☐ Yes ☒ No If “No,” proceed to question 18. d. If so, were you appointed or are you being considered for appointment to that position by a Council of State member? ☐ Yes ☒ No If “No,” proceed to question 18. e. If so, you must indicate whether during 2020 you engaged in any of the following activities with respect to or on behalf of the candidate or campaign committee of the Council of State member who appointed you: i. Collected contributions from multiple contributors, took possession of such multiple contributions, and transferred or delivered those collected contributions to the candidate or committee? ☐ Yes ☐ No ii. Hosted a fundraiser at your residence or place of business? ☐ Yes ☐ No iii. Volunteered for campaign-related activities, including phone banks, event assistance, mailings, canvassing, surveying, or any other activity that advances the campaign of a candidate? ☐ Yes ☐ No 18. Have you ever been convicted of a felony for which you have not received either: (i) a pardon; or (ii) an order of expungement? ☐ Yes ☒ No Offense Date of Conviction County of Conviction State of Conviction 19. Are you aware of any other information that you believe may assist the Ethics Commission in advising you concerning your compliance with the State Government Ethics Act? ☐ Yes ☒ No If yes, please provide that information below. The SEI and any attachments, excluding the Confidential Form, are public records. Page 12 of 12 Affirmation The information provided in this Statement of Economic Interest and any attachments are true, complete, and accurate to the best of my knowledge and belief. I have not transferred, and will not transfer, any asset, interest, or property for the purpose of concealing it from disclosure while retaining an equitable interest. I understand that my Statement of Economic Interest and any attachments except for the Confidential Form regarding Unemancipated Children are public records. I have read and understand the following statutes: N.C.G.S. § 138A-26. Concealing or failing to disclose material information. A filing person who knowingly conceals or knowingly fails to disclose information that is required to be disclosed on a statement of economic interest . . . shall be guilty of a Class 1 misdemeanor and subject to disciplinary action under G.S. 138A-45. N.C.G.S. § 138A-27. Penalty for false information. A filing person who provides false information on a statement of economic interest . . . knowing that the information is false is guilty of a Class H felony and shall be subject to disciplinary action under G.S. 138A-45. I affirm under penalty of perjury that the foregoing is true and correct. Filed Electronically 04/13/2021 Signature Date Bill Carlton Terry JR Printed Name

The SEI and any attachments, excluding the Confidential Form, are public records. Page 1 of 12 STATE ETHICS COMMISSION 2020 STATEMENT OF ECONOMIC INTEREST This entire form must be completed to fulfill your ethics filing obligation. ____ Checked for completion ____Scanned ______Date Incomplete Qs ____ ____ ____ ____ Supp. sent date _______ by _____ Supp. received date _________ Entered in database ______ by ______ Filer’s Name (First, Middle, Last) Prefix First Name Middle Name Last Name Suffix Hon. Bill Carlton Terry JR Current Employer Job Title NC Administrative Office of the Courts District Court Judge Nature or Type of Business Legal/Judicial Reason For Filing (Complete all that apply.) State Government Job (Specify agency and position.) Board/Commission (List complete names of all State boards on which you are serving or are being considered.) Judicial Officer (Specify office.) Legislator (Specify House or Senate.) District Court Judge A. Do other immediate family members reside in your household? ☒ Yes ☐ No On this form, ”immediate family” includes your spouse (unless legally separated). It also includes members of your extended family (your and your spouse’s children, grandchildren, parents, grandparents, and siblings, and the spouses of each of those persons) who reside in your household. List the full name of all adults and emancipated minors in your household. Minors are children under 18. They are emancipated by marriage, enlistment in the US military, or court order for emancipation. Full names of Adults and Emancipated Minors Relationship Employer Job Title Nature of Business Eden Love Joyce Child Student Student Student Charles Carlton Terry Child Student Student Student Wendy Joyce Terry Spouse Terry Law, PLLC Attorney Legal For Staff Use Only Date Received: The SEI and any attachments, excluding the Confidential Form, are public records. Page 2 of 12 B. List only the initials of all unemancipated minors in your household below. A minor is a child under 18 years old. List the full name of each minor child on the Confidential Form at the end. Initials of Unemancipated Minors Relationship Employer Job Title Nature of Business ET Child Student Student Student Property Interests 1. As of December 31, 2019, did you or any members of your immediate family: A. have an ownership interest in North Carolina real estate (including your residence) with a market value of $10,000 or more? ☒ Yes ☐ No Owner of Real Estate % Ownership Interest Location by City Location by County Wendy Joyce Terry (Spouse) 100.00% Advance Davie Wendy Joyce Terry (Spouse) 50.00% Mocksville Davie Bill Carlton Terry JR (Self) 100.00% Advance Davie Bill Carlton Terry JR (Self) 50.00% Mocksville Davie B. lease or rent real estate or personal property to or from the State of North Carolina with a market value of $10,000 or more? ☐ Yes ☒ No Name of Lessor Name of Lessee (Renter) If Real Estate, Location by City & County If Personal Property, Describe 2. At any time during 2018 or 2019, did you or any members of your immediate family sell to or buy from the State of North Carolina personal property worth $10,000 or more? ☐ Yes ☒ No Name of Purchaser Name of Seller Type of Property The SEI and any attachments, excluding the Confidential Form, are public records. Page 3 of 12 Financial Interests 3. As of December 31, 2019, did you or any members of your immediate family own any of the following financial interests valued at $10,000 or more? List each company individually. A. Stock in a publicly owned company? ☒ Yes ☐ No ►Do not list interests in a widely held investment fund (including mutual funds, regulated investment companies, or pension or deferred compensation plans) if: 1. the fund is publicly traded or its assets are widely diversified; and 2. neither you nor an immediate family member are able to control the underlying assets. Owner of Interest Full Name of Company or ticker symbol (Self plus Spouse) Amazon (Self plus Spouse) Apple (Self plus Spouse) American Express (Self plus Spouse) Duke energy (Self plus Spouse) Dow/Dupont (Self plus Spouse) Enbridge (Self plus Spouse) Alphabet (Self plus Spouse) Huntington Ingalls (Self plus Spouse) JP Morgan (Self plus Spouse) McDonalds (Self plus Spouse) Northrop Grumman (Self plus Spouse) Nucor Steel (Self plus Spouse) Invidia (Self plus Spouse) NXP Semiconductors (Self plus Spouse) Pepsi (Self plus Spouse) Wells Fargo (Self plus Spouse) Zoom Video Communications Inc. Charles Carlton Terry (Child) Duke Energy Bill Carlton Terry JR (Self) Apple Bill Carlton Terry JR (Self) American Tower Bill Carlton Terry JR (Self) BP PLC Bill Carlton Terry JR (Self) Comcast Bill Carlton Terry JR (Self) Control 4 Corporation Bill Carlton Terry JR (Self) Walt Disney Co Bill Carlton Terry JR (Self) Editas Medicine The SEI and any attachments, excluding the Confidential Form, are public records. Page 4 of 12 Bill Carlton Terry JR (Self) Kinder Morgan Inc Bill Carlton Terry JR (Self) Annaly Capital Management Bill Carlton Terry JR (Self) New Residential Investment Bill Carlton Terry JR (Self) Nvidia Corp Bill Carlton Terry JR (Self) PepsiCo Bill Carlton Terry JR (Self) Raytheon Bill Carlton Terry JR (Self) US Bancorp Bill Carlton Terry JR (Self) Verizon Communications Bill Carlton Terry JR (Self) Wallgreens Boots Alliance Bill Carlton Terry JR (Self) Wells Fargo Bill Carlton Terry JR (Self) Yum Brands Bill Carlton Terry JR (Self) Raytheon Technologies Corporation Bill Carlton Terry JR (Self) Lockheed Martin Corp Bill Carlton Terry JR (Self) Allstate Corp Bill Carlton Terry JR (Self) Microsoft Corp Bill Carlton Terry JR (Self) Honeywell International INC Bill Carlton Terry JR (Self) Service Corp International Bill Carlton Terry JR (Self) Waste Management INC Bill Carlton Terry JR (Self) Newmont Corporation Bill Carlton Terry JR (Self) Entergy Corp Bill Carlton Terry JR (Self) Medtronic PLC Bill Carlton Terry JR (Self) Abbott Laboratories Bill Carlton Terry JR (Self) Home Depot INC Bill Carlton Terry JR (Self) AT&T INC Bill Carlton Terry JR (Self) Essex Property trust Inc Bill Carlton Terry JR (Self) Accenture PLC Bill Carlton Terry JR (Self) Walmart Inc Bill Carlton Terry JR (Self) Intel Corp Bill Carlton Terry JR (Self) Atlassian Corp Bill Carlton Terry JR (Self) Roku Inc Bill Carlton Terry JR (Self) Mondelez International Inc The SEI and any attachments, excluding the Confidential Form, are public records. Page 5 of 12 B. Stock options in a company or business? ☐ Yes ☒ No Owner of Stock Option Full Name of Company (Do not use a ticker symbol) C. Interests in a non-publicly owned company or business entity? These include interests in sole proprietorships, partnerships, limited partnerships, joint ventures, limited liability companies, limited liability partnerships, and closely held corporations. ☒ Yes ☐ No - If “No,” proceed to question 4. Owner of Interest Name of Company or Business Entity (Self plus Spouse) Two Danes Properties, LLC (Self plus Spouse) Two Danes QOZ Investments LLC Wendy Joyce Terry (Spouse) Terry Law, PLLC C (1). For each company or business entity identified in question 3.C. (the “Primary Company”), please list the names of any other companies or business entities in which the Primary Company owns securities or equity interests valued at over $10,000, if known. Non-Publicly Owned Company or Business Entity (the Primary Company) Other Companies in which the Primary Company Owns Security or Equity Interests None or Not Known C (2). If you know that any entity listed in 3.C or 3.C(1) above has any material business dealings or business contracts with the State of North Carolina, or is regulated by the State, briefly describe that business activity. Name of Company or Business Entity Description of Business Activity with the State 4. As of December 31, 2019, were you or any members of your immediate family the beneficiaries of a vested trust with a value of $10,000 or more that you created, established, or controlled? Do not list assets held in blind trusts. See 2020 SEI Helpful Tips for the definition of “Vested Trust” and “Blind Trust.” ☐ Yes ☒ No Name and Address of Trustee Description of the Trust Your Relationship to the Trust 5. As of December 31, 2019, did you any members of your immediate family have liabilities of $10,000 or more, excluding the mortgage on your primary personal residence? Examples include credit card debts, auto loans, student loans, personal loans and intra-family debt. ☐ Yes ☒ No Name of Debtor Type of Creditor (commercial Bank, credit union, individual, etc.) The SEI and any attachments, excluding the Confidential Form, are public records. Page 6 of 12 6. List each source of income (not specific amounts) of more than $5,000 received by you or any members of your immediate family during 2019. Include salary, wages, state/local government retirement income, professional fees, honoraria, interest, dividends, rental income, business income, and other types required to be reported on State and federal tax returns. Please remember to disclose your receipt of salary or wages from any governmental or private entity. Do not include income received from the following sources: ► Capital gains ► Federal government retirement ► Military retirement ► Social security income/SSDI Recipient of Income Name of Source Type of Business/Industry Type of Income (Self plus Spouse) American Express Financial Dividends (Self plus Spouse) Duke Energy Utility Dividends (Self plus Spouse) Enbridge Utility Dividends (Self plus Spouse) McDonalds Food Service Dividends (Self plus Spouse) Barne sGrimes Bunce & Fraley PLLC Legal Rental income Bill Carlton Terry JR (Self) Administrative Office of the Courts Judicial Salary Bill Carlton Terry JR (Self) US Army/DFAS Indianapolis Army Reserve Salary Bill Carlton Terry JR (Self) New vResidential Investment Corp REIT Dividends Bill Carlton Terry JR (Self) Lord Abbott Short Duration Income fund Financial Dividends Bill Carlton Terry JR (Self) Federated Prime Cash Obligation Fund Financial Dividends The SEI and any attachments, excluding the Confidential Form, are public records. Page 7 of 12 Professional and Civic Relationships 7(a). During 2019, were you or any members of your immediate family a director, officer, governing board member, employee, independent contractor, or registered lobbyist of a nonprofit corporation or organization operating in North Carolina primarily for religious, charitable, scientific, literary, public health and safety, or educational purposes? ☒ Yes ☐ No - If “No,” proceed to question 8. ► Do not list State boards or entities. ► Do not list organizations of which you are a mere member. Name of Person Position Name of Nonprofit Corporation or Organization Nature or Purpose of Organization Wendy Joyce Terry (Spouse) Board Member Family Promise of Davie County Charitable Organization Wendy Joyce Terry (Spouse) Board Member Smart Start of Davie County Educational Non-Profit Wendy Joyce Terry (Spouse) Independent Contractor Dragonfly House Children's advocacy center 7(b). If the nonprofit corporations or organizations listed above do business with the State of North Carolina or receive State funds, briefly describe the nature of that business, if known or with due diligence could reasonably be known. Name of Nonprofit Corporation or Organization Describe State Business Dragonfly House None or Not Known Family Promise of Davie County None or Not Known Smart Start of Davie County None or Not Known 8. During 2019, were you or any members of your immediate family a director, officer, or governing board member of any society, organization, or advocacy group with an interest in matters over which your agency or board may have jurisdiction? ☐ Yes ☐ No ☒ Legislator/Judicial Officer - You are not required to complete this question if you are filing because you are a legislator or judicial officer or you are filing as an appointee to one of those offices. ►Do not list organizations of which you are only a member and do not serve in a leadership role. Name of Person Name of Society, Organization, or Advocacy Group Leadership Position (Director, Officer, Board Member) The SEI and any attachments, excluding the Confidential Form, are public records. Page 8 of 12 9(a). List the name of each business with which you were associated where you or a member of your immediate family was an employee, director, officer, partner, proprietor, or member or manager as of December 31, 2019. Name of Person Relationship to Filer Name of Company Role of Person No Business Associations 9(b). If you know that any entity listed in 9(a) above had any material business dealings or business contracts with the State of North Carolina or was regulated by the State as of December 31, 2019, briefly describe that activity. Name of Company or Business Entity Description of Business Activity with the State None or Not Known 10. Are you a practicing attorney? ☐ Yes ☐ No ☒ Judicial Officer/State Attorney If “Yes”, check each category of legal representation in which you or the law firm with which you are affiliated has earned legal fees of more than $10,000 during 2019. ☐ Administrative ☐ Admiralty ☐ Corporate ☐ Criminal ☐ Decedent’s Estates ☐ Environmental ☐ Insurance ☐ Labor ☐ Local Government ☐ Real Property ☐ Securities ☐ Tax ☐ Tort litigation (including negligence) ☐ Utilities Regulation ☐ Other category not listed 11. During 2019, were you a licensed professional (other than an attorney) or did you provide consulting services individually or as a member of a professional association for which you charged or were paid over $10,000? ☐ Yes ☒ No Type of Business Nature of Services Rendered The SEI and any attachments, excluding the Confidential Form, are public records. Page 9 of 12 12. Are you or your employer, or any members of your immediate family, or their employers currently:  licensed by the State board or agency with which you are or will be associated or  regulated by the State board or agency with which you are or will be associated or  in a business relationship with the State board or agency with which you are or will be associated? ☐ Yes ☐ No ☒ Legislator/Judicial Officer - You are not required to complete this question if you are filing because you are a legislator or a judicial officer or you are filing as an appointee to one of those offices. Name of Person Name of Employer (if applicable) Type of Relationship (Licensing, Regulatory, Business) 13. Have you or a member of your immediate family been registered as a lobbyist or lobbyist principal within the 12 months preceding your filing of this form? ☐ Yes ☒ No Name of Lobbyist Lobbyist’s Principal Date of Registration Registration Expiration Other Disclosures 14. During 2019, after you were appointed, employed, or filed or were nominated as a candidate, did you  receive any “gift(s)” exceeding $200 per quarter from a person or group of persons acting together,  when both you and those person(s) were outside North Carolina,  under circumstances that would lead a reasonable person to conclude the gifts were given for lobbying? To answer Yes, all three conditions must apply ☐ Yes ☒ No ► Do not report gifts given by members of your extended family. ► Do not report gifts you have previously reported on the “Expense Report for Exempted Persons.” Date Item Received Name and Address of Donor(s) Describe Item Received Estimated Market Value The SEI and any attachments, excluding the Confidential Form, are public records. Page 10 of 12 15. During 2019, after you were appointed, employed, or filed or were nominated as a candidate, did you  accept a “scholarship” exceeding $200 related to your public position from a person or group of persons acting together,  when those person(s) were outside North Carolina? To answer Yes, both conditions must apply A “scholarship” is a grant-in-aid, either direct or indirect, to attend a conference, meeting, or similar event, including tuition, travel, lodging, meals, and other similar expenses. ☐ Yes ☐ No ☒ Judicial Officer - You are not required to complete this question if you are a judicial officer or you are filing as a judicial officer appointee. ► Do not report gifts you have previously reported on the “Expense Report for Exempted Persons.” ► Legislators are not required to report scholarships paid by a nonpartisan legislative organization of which the legislator or the General Assembly is a member, participant, or affiliate. Date of Scholarship Name and Address of Donor(s) Describe Event Estimated Market Value 16. Have you been appointed or considered for appointment to a covered board by the Governor or another Council of State member? Council of State members are: ► Governor ► Lt. Governor ► Secretary of State ► State Auditor ► State Treasurer ► Superintendent of Public Instruction ► Attorney General ► Commissioner of Agriculture ► Commissioner of Labor ► Commissioner of Insurance ☐ Yes ☒ No If “Yes,” list all contributions you made in 2019 with a cumulative total of more than $1,000 to the Council of State member who appointed you. Do not include contributions from immediate family members. ► Contributions are defined broadly in N.C.G.S. 163-278.6(6) and include “any advance, conveyance, deposit, distribution, transfer of funds, loan, payment, gift, pledge or subscription of money or anything of value whatsoever.” Date Amount Contributed to The SEI and any attachments, excluding the Confidential Form, are public records. Page 11 of 12 17. Are you an appointee or prospective appointee as: a. the head of a principal state department (e.g., cabinet secretary) appointed by the Governor; or b. a North Carolina Supreme Court Justice, Court of Appeals, Superior or District Court Judge; or c. a member of any of the following boards:  ABC Commission  Coastal Resources Commission  State Board of Education  State Board of Elections  Division of Employment Security  Environmental Management Commission  Industrial Commission  Human Resources Commission  Rules Review Commission  Board of Transportation  Utilities Commission  Wildlife Resources Commission ☐ Yes ☒ No If “No,” proceed to question 18. d. If so, were you appointed or are you being considered for appointment to that position by a Council of State member? ☐ Yes ☒ No If “No,” proceed to question 18. e. If so, you must indicate whether during 2019 you engaged in any of the following activities with respect to or on behalf of the candidate or campaign committee of the Council of State member who appointed you: i. Collected contributions from multiple contributors, took possession of such multiple contributions, and transferred or delivered those collected contributions to the candidate or committee? ☐ Yes ☐ No ii. Hosted a fundraiser at your residence or place of business? ☐ Yes ☐ No iii. Volunteered for campaign-related activities, including phone banks, event assistance, mailings, canvassing, surveying, or any other activity that advances the campaign of a candidate? ☐ Yes ☐ No 18. Have you ever been convicted of a felony for which you have not received either: (i) a pardon; or (ii) an order of expungement? ☐ Yes ☒ No Offense Date of Conviction County of Conviction State of Conviction 19. Are you aware of any other information that you believe may assist the Ethics Commission in advising you concerning your compliance with the State Government Ethics Act? ☐ Yes ☒ No If yes, please provide that information below. The SEI and any attachments, excluding the Confidential Form, are public records. Page 12 of 12 Affirmation The information provided in this Statement of Economic Interest and any attachments are true, complete, and accurate to the best of my knowledge and belief. I have not transferred, and will not transfer, any asset, interest, or property for the purpose of concealing it from disclosure while retaining an equitable interest. I understand that my Statement of Economic Interest and any attachments except for the Confidential Form regarding Unemancipated Children are public records. I have read and understand the following statutes: N.C.G.S. § 138A-26. Concealing or failing to disclose material information. A filing person who knowingly conceals or knowingly fails to disclose information that is required to be disclosed on a statement of economic interest . . . shall be guilty of a Class 1 misdemeanor and subject to disciplinary action under G.S. 138A-45. N.C.G.S. § 138A-27. Penalty for false information. A filing person who provides false information on a statement of economic interest . . . knowing that the information is false is guilty of a Class H felony and shall be subject to disciplinary action under G.S. 138A-45. I affirm under penalty of perjury that the foregoing is true and correct. Filed Electronically 04/06/2020 Signature Date Bill Carlton Terry JR Printed Name Submit signed, original documents only. Do not fax or e-mail this form.

The SEI and any attachments, excluding the Confidential Form, are public records. Page 1 of 11 STATE ETHICS COMMISSION 2019 STATEMENT OF ECONOMIC INTEREST This entire form must be completed to fulfill your ethics filing obligation. ____ Checked for completion ____Scanned ______Date Incomplete Qs ____ ____ ____ ____ Supp. sent date _______ by _____ Supp. received date _________ Entered in database ______ by ______ Filer’s Name (First, Middle, Last) Prefix First Name Middle Name Last Name Suffix Hon. Bill Carlton Terry JR Current Employer Job Title NC Administrative Office of the Courts District Court Judge Nature or Type of Business Legal/Judicial Reason For Filing (Complete all that apply.) State Government Job (Specify agency and position.) Board/Commission (List complete names of all State boards on which you are serving or are being considered.) Judicial Officer (Specify office.) Legislator (Specify House or Senate.) District Court Judge A. Do other immediate family members reside in your household? ☒ Yes ☐ No On this form, ”immediate family” includes your spouse (unless legally separated). It also includes members of your extended family (your and your spouse’s children, grandchildren, parents, grandparents, and siblings, and the spouses of each of those persons) who reside in your household. List the full name of all adults and emancipated minors in your household. Minors are children under 18. They are emancipated by marriage, enlistment in the US military, or court order for emancipation. Full names of Adults and Emancipated Minors Relationship Employer Job Title Nature of Business Eden Love Joyce Child Student Student Student Charles Carlton Terry Child Student Student Student Wendy Joyce Terry Spouse Terry Law, PLLC Attorney Legal For Staff Use Only Date Received: The SEI and any attachments, excluding the Confidential Form, are public records. Page 2 of 11 B. List only the initials of all unemancipated minors in your household below. A minor is a child under 18 years old. List the full name of each minor child on the Confidential Form at the end. Initials of Unemancipated Minors Relationship Employer Job Title Nature of Business ET Child Student Student Student Property Interests 1. As of December 31, 2018, did you or any members of your immediate family: A. have an ownership interest in North Carolina real estate (including your residence) with a market value of $10,000 or more? ☒ Yes ☐ No Owner of Real Estate % Ownership Interest Location by City Location by County Wendy Joyce Terry (Spouse) 100.00% Advance Davie Wendy Joyce Terry (Spouse) 50.00% Mocksville Davie Bill Carlton Terry JR (Self) 100.00% Advance Davie Bill Carlton Terry JR (Self) 50.00% Mocksville Davie B. lease or rent real estate or personal property to or from the State of North Carolina with a market value of $10,000 or more? ☐ Yes ☒ No Name of Lessor Name of Lessee (Renter) If Real Estate, Location by City & County If Personal Property, Describe 2. At any time during 2017 or 2018, did you or any members of your immediate family sell to or buy from the State of North Carolina personal property worth $10,000 or more? ☐ Yes ☒ No Name of Purchaser Name of Seller Type of Property The SEI and any attachments, excluding the Confidential Form, are public records. Page 3 of 11 Financial Interests 3. As of December 31, 2018, did you or any members of your immediate family own any of the following financial interests valued at $10,000 or more? List each company individually. A. Stock in a publicly owned company? ☒ Yes ☐ No ►Do not list interests in a widely held investment fund (including mutual funds, regulated investment companies, or pension or deferred compensation plans) if: 1. the fund is publicly traded or its assets are widely diversified; and 2. neither you nor an immediate family member are able to control the underlying assets. Owner of Interest Full Name of Company or ticker symbol (Self plus Spouse) Amazon (Self plus Spouse) Apple (Self plus Spouse) American Express (Self plus Spouse) Duke energy (Self plus Spouse) Dow/Dupont (Self plus Spouse) Enbridge (Self plus Spouse) Alphabet (Self plus Spouse) Huntington Ingalls (Self plus Spouse) JP Morgan (Self plus Spouse) McDonalds (Self plus Spouse) Northrop Grumman (Self plus Spouse) Nucor Steel (Self plus Spouse) Invidia (Self plus Spouse) NXP Semiconductors (Self plus Spouse) Pepsi (Self plus Spouse) Wells Fargo Charles Carlton Terry (Child) Duke Energy Bill Carlton Terry JR (Self) Apple Bill Carlton Terry JR (Self) American Tower Bill Carlton Terry JR (Self) BP PLC Bill Carlton Terry JR (Self) Comcast Bill Carlton Terry JR (Self) Control 4 Corporation Bill Carlton Terry JR (Self) Walt Disney Co Bill Carlton Terry JR (Self) Editas Medicine Bill Carlton Terry JR (Self) Kinder Morgan Inc The SEI and any attachments, excluding the Confidential Form, are public records. Page 4 of 11 Bill Carlton Terry JR (Self) Annaly Capital Management Bill Carlton Terry JR (Self) New Residential Investment Bill Carlton Terry JR (Self) Nvidia Corp Bill Carlton Terry JR (Self) PepsiCo Bill Carlton Terry JR (Self) Raytheon Bill Carlton Terry JR (Self) US Bancorp Bill Carlton Terry JR (Self) Verizon Communications Bill Carlton Terry JR (Self) Wallgreens Boots Alliance Bill Carlton Terry JR (Self) Wells Fargo Bill Carlton Terry JR (Self) Yum Brands B. Stock options in a company or business? ☐ Yes ☒ No Owner of Stock Option Full Name of Company (Do not use a ticker symbol) C. Interests in a non-publicly owned company or business entity? These include interests in sole proprietorships, partnerships, limited partnerships, joint ventures, limited liability companies, limited liability partnerships, and closely held corporations. ☒ Yes ☐ No - If “No,” proceed to question 4. Owner of Interest Name of Company or Business Entity (Self plus Spouse) Two Danes Properties, LLC Wendy Joyce Terry (Spouse) Terry Law, PLLC C (1). For each company or business entity identified in question 3.C. (the “Primary Company”), please list the names of any other companies or business entities in which the Primary Company owns securities or equity interests valued at over $10,000, if known. Non-Publicly Owned Company or Business Entity (the Primary Company) Other Companies in which the Primary Company Owns Security or Equity Interests None or Not Known C (2). If you know that any entity listed in 3.C or 3.C(1) above has any material business dealings or business contracts with the State of North Carolina, or is regulated by the State, briefly describe that business activity. Name of Company or Business Entity Description of Business Activity with the State 4. As of December 31, 2018, were you or any members of your immediate family the beneficiaries of a vested trust with a value of $10,000 or more that you created, established, or controlled? Do not list assets held in blind trusts. See 2019 SEI Helpful Tips for the definition of “Vested Trust” and “Blind Trust.” ☐ Yes ☒ No Name and Address of Trustee Description of the Trust Your Relationship to the Trust The SEI and any attachments, excluding the Confidential Form, are public records. Page 5 of 11 5. As of December 31, 2018, did you any members of your immediate family have liabilities of $10,000 or more, excluding the mortgage on your primary personal residence? Examples include credit card debts, auto loans, student loans, personal loans and intra-family debt. ☒ Yes ☐ No Name of Debtor Type of Creditor (commercial Bank, credit union, individual, etc.) (Self plus Spouse) Home Equity Line of Credit 6. List each source of income (not specific amounts) of more than $5,000 received by you or any members of your immediate family during 2018. Include salary, wages, state/local government retirement income, professional fees, honoraria, interest, dividends, rental income, business income, and other types required to be reported on State and federal tax returns. Do not include income received from the following sources: ► Capital gains ► Federal government retirement ► Military retirement ► Social security income/SSDI Recipient of Income Name of Source Type of Business/Industry Type of Income (Self plus Spouse) American Express Financial Dividends (Self plus Spouse) Duke Energy Utility Dividends (Self plus Spouse) Enbridge Utility Dividends (Self plus Spouse) McDonalds Food Service Dividends Bill Carlton Terry JR (Self) Administrative Office of the Courts Judicial Salary Bill Carlton Terry JR (Self) US Army/DFAS Indianapolis Army Reserve Salary The SEI and any attachments, excluding the Confidential Form, are public records. Page 6 of 11 Professional and Civic Relationships 7(a). During 2018, were you or any members of your immediate family a director, officer, governing board member, employee, independent contractor, or registered lobbyist of a nonprofit corporation or organization operating in North Carolina primarily for religious, charitable, scientific, literary, public health and safety, or educational purposes? ☒ Yes ☐ No - If “No,” proceed to question 8. ► Do not list State boards or entities. ► Do not list organizations of which you are a mere member. Name of Person Position Name of Nonprofit Corporation or Organization Nature or Purpose of Organization Wendy Joyce Terry (Spouse) Governing Board Member Family Promise of Davie County Charitable Organization Wendy Joyce Terry (Spouse) Governing Board Member Smart Start of Davie County Educational Non-Profit Wendy Joyce Terry (Spouse) Independent Contractor Dragonfly House Children's advocacy center 7(b). If the nonprofit corporations or organizations listed above do business with the State of North Carolina or receive State funds, briefly describe the nature of that business, if known or with due diligence could reasonably be known. Name of Nonprofit Corporation or Organization Describe State Business Dragonfly House None or Not Known Family Promise of Davie County None or Not Known Smart Start of Davie County None or Not Known 8. During 2018, were you or any members of your immediate family a director, officer, or governing board member of any society, organization, or advocacy group with an interest in matters over which your agency or board may have jurisdiction? ☐ Yes ☐ No ☒ Legislator/Judicial Officer - You are not required to complete this question if you are filing because you are a legislator or judicial officer or you are filing as an appointee to one of those offices. ►Do not list organizations of which you are only a member and do not serve in a leadership role. Name of Person Name of Society, Organization, or Advocacy Group Leadership Position (Director, Officer, Board Member) The SEI and any attachments, excluding the Confidential Form, are public records. Page 7 of 11 9(a). List the name of each business with which you were associated where you or a member of your immediate family was an employee, director, officer, partner, proprietor, or member or manager as of December 31, 2018. Name of Person Relationship to Filer Name of Company Role of Person No Business Associations 9(b). If you know that any entity listed in 9(a) above had any material business dealings or business contracts with the State of North Carolina or was regulated by the State as of December 31, 2018, briefly describe that activity. Name of Company or Business Entity Description of Business Activity with the State None or Not Known 10. Are you a practicing attorney? ☐ Yes ☐ No ☒ Judicial Officer/State Attorney If “Yes”, check each category of legal representation in which you or the law firm with which you are affiliated has earned legal fees of more than $10,000 during 2018. ☐ Administrative ☐ Admiralty ☐ Corporate ☐ Criminal ☐ Decedent’s Estates ☐ Environmental ☐ Insurance ☐ Labor ☐ Local Government ☐ Real Property ☐ Securities ☐ Tax ☐ Tort litigation (including negligence) ☐ Utilities Regulation ☐ Other category not listed 11. During 2018, were you a licensed professional (other than an attorney) or did you provide consulting services individually or as a member of a professional association for which you charged or were paid over $10,000? ☐ Yes ☒ No Type of Business Nature of Services Rendered The SEI and any attachments, excluding the Confidential Form, are public records. Page 8 of 11 12. Are you or your employer, or any members of your immediate family, or their employers currently:  licensed by the State board or agency with which you are or will be associated or  regulated by the State board or agency with which you are or will be associated or  in a business relationship with the State board or agency with which you are or will be associated? ☐ Yes ☐ No ☒ Legislator/Judicial Officer - You are not required to complete this question if you are filing because you are a legislator or a judicial officer or you are filing as an appointee to one of those offices. Name of Person Name of Employer (if applicable) Type of Relationship (Licensing, Regulatory, Business) 13. Have you or a member of your immediate family been registered as a lobbyist or lobbyist principal within the 12 months preceding your filing of this form? ☐ Yes ☒ No Name of Lobbyist Lobbyist’s Principal Date of Registration Registration Expiration Other Disclosures 14. During 2018, after you were (1) appointed, (2) employed, or (3) filed or were nominated as a candidate, did you  receive any “gift(s)” exceeding $200 per quarter from a person or group of persons acting together,  when both you and those person(s) were outside North Carolina,  under circumstances that would lead a reasonable person to conclude the gifts were given for lobbying? ☐ Yes ☒ No ► Do not report gifts given by members of your extended family. ► Do not report gifts you have previously reported on the “Expense Report for Exempted Persons.” Date Item Received Name and Address of Donor(s) Describe Item Received Estimated Market Value The SEI and any attachments, excluding the Confidential Form, are public records. Page 9 of 11 15. During 2018, after you were (1) appointed, (2) employed, or (3) filed or were nominated as a candidate, did you  accept a “scholarship” exceeding $200 related to your public position from a person or group of persons acting together,  when those person(s) were outside North Carolina? A “scholarship” is a grant-in-aid, either direct or indirect, to attend a conference, meeting, or similar event, including tuition, travel, lodging, meals, and other similar expenses. ☐ Yes ☐ No ☒ Judicial Officer - You are not required to complete this question if you are a judicial officer or you are filing as a judicial officer appointee. ► Do not report gifts you have previously reported on the “Expense Report for Exempted Persons.” ► Legislators are not required to report scholarships paid by a nonpartisan legislative organization of which the legislator or the General Assembly is a member, participant, or affiliate. Date of Scholarship Name and Address of Donor(s) Describe Event Estimated Market Value 16. Have you been appointed or considered for appointment to a covered board by the Governor or another Council of State member? Council of State members are: ► Governor ► Lt. Governor ► Secretary of State ► State Auditor ► State Treasurer ► Superintendent of Public Instruction ► Attorney General ► Commissioner of Agriculture ► Commissioner of Labor ► Commissioner of Insurance ☐ Yes ☒ No If “Yes,” list all contributions you made in 2018 with a cumulative total of more than $1,000 to the Council of State member who appointed you. Do not include contributions from immediate family members. ► Contributions are defined broadly in N.C.G.S. § 163A-1411(13) and include “any advance, conveyance, deposit, distribution, transfer of funds, loan, payment, gift, pledge or subscription of money or anything of value whatsoever.” Date Amount Contributed to The SEI and any attachments, excluding the Confidential Form, are public records. Page 10 of 11 17. Are you an appointee or prospective appointee as: a. the head of a principal state department (e.g., cabinet secretary) appointed by the Governor; or b. a North Carolina Supreme Court Justice, Court of Appeals, Superior or District Court Judge; or c. a member of any of the following boards:  ABC Commission  Coastal Resources Commission  State Board of Education  State Board of Elections  Division of Employment Security  Environmental Management Commission  Industrial Commission  Human Resources Commission  Rules Review Commission  Board of Transportation  UNC Board of Governors  Utilities Commission  Wildlife Resources Commission ☐ Yes ☒ No If “No,” proceed to question 18. d. If so, were you appointed or are you being considered for appointment to that position by a Council of State member? ☐ Yes ☒ No If “No,” proceed to question 18. e. If so, you must indicate whether during 2018 you engaged in any of the following activities with respect to or on behalf of the candidate or campaign committee of the Council of State member who appointed you: i. Collected contributions from multiple contributors, took possession of such multiple contributions, and transferred or delivered those collected contributions to the candidate or committee? ☐ Yes ☐ No ii. Hosted a fundraiser at your residence or place of business? ☐ Yes ☐ No iii. Volunteered for campaign-related activities, including phone banks, event assistance, mailings, canvassing, surveying, or any other activity that advances the campaign of a candidate? ☐ Yes ☐ No 18. Have you ever been convicted of a felony for which you have not received either: (i) a pardon; or (ii) an order of expungement? ☐ Yes ☒ No Offense Date of Conviction County of Conviction State of Conviction 19. Are you aware of any other information that you believe may assist the Ethics Commission in advising you concerning your compliance with the State Government Ethics Act? ☐ Yes ☒ No If yes, please provide that information below. The SEI and any attachments, excluding the Confidential Form, are public records. Page 11 of 11 Affirmation The information provided in this Statement of Economic Interest and any attachments are true, complete, and accurate to the best of my knowledge and belief. I have not transferred, and will not transfer, any asset, interest, or property for the purpose of concealing it from disclosure while retaining an equitable interest. I understand that my Statement of Economic Interest and any attachments except for the Confidential Form regarding Unemancipated Children are public records. I have read and understand the following statutes: N.C.G.S. § 163A-191. Concealing or failing to disclose material information. A filing person who knowingly conceals or knowingly fails to disclose information that is required to be disclosed on a statement of economic interest . . . shall be guilty of a Class 1 misdemeanor and subject to disciplinary action under G.S. 163A-415. N.C.G.S. § 163A-192. Penalty for false information. A filing person who provides false information on a statement of economic interest . . . knowing that the information is false is guilty of a Class H felony and shall be subject to disciplinary action under G.S. 163A-415. I affirm that I have reviewed my most recently filed 2018 Statement of Economic Interest and that as of December 31, 2018, my responses continue to be true, correct, and complete to the best of my knowledge and belief. I affirm under penalty of perjury that the foregoing is true and correct. Filed Electronically 03/25/2019 Signature Date Bill Carlton Terry JR Printed Name Submit signed, original documents only. Do not fax or e-mail this form.

COMPLETE THIS FORM AND MAIL SIGNED, ORIGINAL TO STATE ETHICS COMMISSION, 1324 MAIL SERVICE CENTER, RALEIGH, NC 27699-1324 NORTH CAROLINA STATE BOARD OF ELECTIONS AND ETHICS ENFORCEMENT 2018 STATEMENT OF ECONOMIC INTEREST 919-814-3600 www.ncsbe.gov/Ethics/SEI FILER'S NAME (FIRST, MIDDLE, LAST) Prefix First Name Middle Name Last Name Suffix Hon. Bill Carlton Terry Jr. CURRENT EMPLOYER JOB TITLE State of NC District Court Judge NATURE OR TYPE OF BUSINESS Judicial REASON FOR FILING (SELECT ALL THAT APPLY) STATE GOVERNMENT JOB (Specify Agency) BOARD/COMMISSION (List complete name of all State boards on which you are serving or are being considered) JUDICIAL OFFICER (Specify Office) LEGISLATOR (Specify House or Senate) District Court Judge The SEI and any attachments, excluding the Confidential Form, are public records. Page 1 of 13 A. Do other immediate family members reside in your household? Yes No When used throughout this form, the term Immediate family includes your spouse (unless legally separated). It also includes members of your extended family (your and your spouse’s children, grandchildren, parents, grandparents, and siblings, and the spouses of each of those persons) who reside in your household. List the full name of all adults and emancipated minors in your household. A minor is a child under 18 years old. Minors are emancipated by marriage, enlistment in the US military, or court order for emancipation. FULL NAME OF ADULTS & EMANCIPATED MINORS RELATIONSHIP EMPLOYER JOB TITLE NATURE OF BUSINESS Wendy Joyce Terry Spouse Self Attorney Legal Charles Carlton Terry Son N/A Student Student B. List ONLY the initials of all unemancipated minors in your household below. A minor is a child under 18 years old. Note: You must list the full name of each minor child on the Confidential Form available at the end of this document. INITIALS FOR UNEMANCIPATED CHILDREN RELATIONSHIP EMPLOYER JOB TITLE NATURE OF BUSINESS ELT Daughter N/A Student Student ELJ Niece/Ward N/A Student Student PROPERTY INTERESTS 1. As of December 31, 2017, did you, your spouse, or members of your immediate family: A. Have an ownership interest in North Carolina real estate (including your residence) with a market value of $10,000 or more? Yes No Owner of Real Estate % Ownership Interest Location by City Location by County Bill Terry 100 Advance Davie Wendy 100 Advance Davie B. Lease or rent real estate or personal property to or from the State of North Carolina with a market value of $10,000 or more? Yes No Name of Lessor Name of Lessee (Renter) If Real Estate, Location by City & County If Personal Property, Describe The SEI and any attachments, excluding the Confidential Form, are public records. Page 2 of 13 2. At any time during 2016 or 2017 , did you, your spouse, or members of your immediate family sell to or buy from the State of North Carolina personal property with a market value of $10,000 or more? Yes No Name of Purchaser Name of Seller Type of Property FINANCIAL INTERESTS The SEI and any attachments, excluding the Confidential Form, are public records. Page 3 of 13 3. As of December 31, 2017, did you, your spouse, or members of your immediate family own any of the following financial interests valued at $10,000 or more? LIST EACH COMPANY INDIVIDUALLY A. Stock in a publicly owned company? Yes No Do not list ownership interests in a widely held investment fund (including mutual funds, regulated investment companies, or pension or deferred compensation plans) if: (i) the fund is publicly traded or its assets are widely diversified; and (ii) neither you nor an immediate family member are able to control the assets held in the mutual fund, investment company, or pension or deferred compensation plan. Owner of Interest Full Name of Company (Do not use a ticker symbol) Bill and Wendy American Express Bill and Wendy Duke Energy Bill and Wendy DowDuPont Inc Bill and Wendy McDonald's Corp Bill and Wendy Northrup Grumman Bill and Wendy Nucor Corp Bill and Wendy Pepsi co. Bill and Wendy Enbridge Inc Bill and Wendy AT&T Bill and Wendy Apple Bill and Wendy Kinder Morgan Bill American Tower Corp Bill BP PLC Bill Chipotle Mexican Grill Bill Raytheon Co Bill US Bancorp Bill Verizon Communications Bill Walgreen's Boots Alliance Bill Wells Fargo Bill and Wendy Amazon Bill and Wendy Alphabet Inc Bill and Wendy Huntington Ingalls Industries Inc The SEI and any attachments, excluding the Confidential Form, are public records. Page 4 of 13 Bill Abbott Laboratories Bill Advanced Microdevices Bill Annaly Capital Management Bill Celldex Therapeutics Inc Bill Walt Disney Co Bill New Residential Investment Corp Bill Nvidia Corp Bill and Wendy JP Morgan Bill and Wendy Wells Fargo & Co Bill Apple Bill Celldex Pharmaceuticals Bill Control 4 Corp Bill Editas Medicine Bill Kinder Morgan Bill Pepsi Bill Yum Brands B. Stock Options in a company or business? Yes No Owner of Stock Option Full Name of Company (Do not use a ticker symbol) C. Interests in a non-publicly owned company or business entity (including interests in sole proprietorships, partnerships, limited partnerships, joint ventures, limited liability companies, limited liability partnerships, and closely held corporations)? Yes No If "No", proceed to question 4. Owner of Interest Name of Company or Business Entity Bill and Wendy Two Danes Properties LLC The SEI and any attachments, excluding the Confidential Form, are public records. Page 5 of 13 C (1). For each non-publicly owned company or business entity (the “primary company”) identified in question 3.C above, please list the names of any other companies or business entities in which the primary company owns securities or equity interests valued at over $10,000, if known. Non-Publicly Owned Company or Business Entity (the Primary Company) Other Companies in which the Primary Company Owns Security or Equity Interests None or Not Known C (2). If you know that any company or business entity listed in 3.C or 3.C(1) above has any material business dealings or business contracts with the State of North Carolina, or is regulated by the State, provide a brief description of that business activity. Name of Company or Business Entity Description of Business Activity with the State None or Not Known 4. As of December 31, 2017, were you, your spouse, or members of your immediate family the beneficiaries of a vested trust with a value of $10,000 or more that was created, established, or controlled by you? Do not list assets held in blind trusts. See 2017 SEI Helpful Tips for the definition of “Vested Trust” and “Blind Trust.” Yes No Name and Address of Trustee Description of the Trust Your Relationship to the Trust 5. As of December 31, 2017, did you, your spouse, or members of your immediate family have liabilities of $10,000 or more, excluding the mortgage on your primary personal residence? Examples include credit card debts, auto loans, student loans, personal loans and intra-family debt. Yes No Name of Debtor (You, Spouse, Immediate Family Member) Type of Creditor (Commercial Bank, Credit Union, Individual, etc.) The SEI and any attachments, excluding the Confidential Form, are public records. Page 6 of 13 6. List each source of income (not specific amounts) of more than $5,000 received by you, your spouse, or members of your immediate family during 2017. Include salary, wages, state/local government retirement, professional fees, honoraria, interest, dividends, rental income, business income, and other types of income required to be reported on your State and federal tax returns. Do not include income received from the following sources: Capital gains Federal government retirement Military retirement Social security income/SSDI Recipient of Income Name of Source Type of Business/Industry Type of Income I had no reportable income over $5,000 in 2017. Bill Helga Kraft Landlord/Hotelier Rental Bill US Army/DFAS Indianapolis Army Reserve Military Pay (Non-retirement) Bill and Wendy AT&T Inc Telecom Dividend Bill and Wendy Duke Energy Holdings Corp Utility Dividend Bill and Wendy McDonald's Corp Food Service Dividend Bill and Wendy Enbridge Inc Energy Production Dividend PROFESSIONAL AND CIVIC RELATIONSHIPS 7(a). During 2017, were you, your spouse or members of your immediate family a director, officer, governing board member, employee, independent contractor, or registered lobbyist of a nonprofit corporation or organization operating in the State of North Carolina primarily for religious, charitable, scientific, literary, public health and safety, or educational purposes? Yes No If "No", proceed to question 8. Do not list State boards or entities, or entities created by a political subdivision of the State. Do not list organizations of which you are a mere member. Name of Person His/Her Position Name of Nonprofit Corporation or Organization Nature of Business or Purpose of Organization Wendy Contract Attorney Dragonfly House Children's advocacy Center Wendy Board Member Family Promise of Davie County Charitable Organization Wendy Board Member Smart Start of Davie County Educational non-profit The SEI and any attachments, excluding the Confidential Form, are public records. Page 7 of 13 7(b). If the nonprofit corporations or organizations listed above do business with the State of North Carolina or receive State funds, please provide a brief description of the nature of that business, if known or with which due diligence could reasonably be known. Name of Nonprofit Corporation or Organization Describe State Business or State Funding None or Not Known Please answer the following question as it pertains to the following board/agency: District Court Judge 8. During 2017, were you, your spouse, or members of your immediate family a director, officer, or governing board member of any society, organization, or advocacy group with an interest in matters over which your agency or board may have jurisdiction? Yes No Legislator/Judicial Officer - You are not required to complete this question if you are filing because you are a legislator or a judicial officer or you are filing as an appointee to those offices. Do not list organizations of which you are only a member (not serving in a leadership role). Name of Person Name of Society, Organization or Advocacy Group Leadership Position (Director, Officer, Board Member) 9(a). List the name of each company or business with which you were associated where you or a member of your immediate family was an employee, director, officer, partner, proprietor, or member or manager as of December 31, 2017. Name of Person Relationship to Filer Name of Company Role of Person No Business Associations Bill Self Two Danes Properties LLC Member Wendy Spouse Two Danes Properties LLC Manager 9(b). If you know that any company or business entity listed in 9(a) above had any material business dealings or business contracts with the State of North Carolina or was regulated by the State as of December 31, 2017, provide a brief description of that business activity. Name of Company or Business Entity Description of Business Activity with the State Not applicable (No entities listed on #9a) No relationship / Not known The SEI and any attachments, excluding the Confidential Form, are public records. Page 8 of 13 10. Are you a practicing attorney? Yes No Judicial Officer/State Attorney If “Yes”, check each category of legal representation in which you or the law firm with which you are affiliated has earned legal fees of more than $10,000 during 2017. Administrative Admiralty Corporate Criminal Decedent’s Estates Environmental Insurance Labor Local Government Real Property Securities Tax Tort litigation (including negligence) Utilities Regulation Other category not listed. 11. During 2017, were you a licensed professional (other than an attorney) or did you provide consulting services individually or as a member of a professional association for which you charged or were paid over $10,000? Yes No Type of Business Nature of Services Rendered Please answer the following question as it pertains to the following board/agency: District Court Judge 12. Are you or your employer, your spouse or members of your immediate family, or their employer currently: • Licensed by the State board or employing entity with which you are or will be associated or • Regulated by the State board or employing entity with which you are or will be associated or • Have a business relationship with the State board or employing entity with which you are or will be associated? Yes No Legislator/Judicial Officer - You are not required to complete this question if you are filing because you are a legislator or a judicial officer (“judicial officer” is defined in the SEI Helpful Tips) or you are filing as an appointee to those offices. Name of Person Name of Employer (if applicable) Type of Relationship (Licensing, Regulatory, Business) The SEI and any attachments, excluding the Confidential Form, are public records. Page 9 of 13 13. Are you, your spouse, or a member of your immediate family currently registered as a lobbyist or lobbyist principal or were you registered as such within the 12 months preceding your filing of this form? Yes No Name of Lobbyist Lobbyist’s Principal Date of Registration Registration Expiration OTHER DISCLOSURES 14. During any calendar quarter in 2017 (but only the time period after you were appointed, employed or filed or were nominated as a candidate), did you • receive any gift(s) exceeding $200 per quarter from a person or group of persons acting together, and • when both you and those person(s) were outside North Carolina at the time you accepted the gift(s), and • the gift(s) were given under circumstances that would lead a reasonable person to conclude that they were given for lobbying? Yes No Do not report gifts given by members of your extended family. Do not report gifts that have previously been reported by you to the Department of the Secretary of State on the "Expense Report for Exempted Persons." Date Item Received Name and Address of Donor(s) Describe Item Received Estimated Market Value The SEI and any attachments, excluding the Confidential Form, are public records. Page 10 of 13 Please answer the following question as it pertains to the following board/agency: District Court Judge 15. During 2017 (but only the time period after you were appointed, employed, or filed or were nominated as a candidate) did you • accepted a “scholarship” exceeding $200 from a person or group of persons acting together and • those person(s) were outside North Carolina and • the scholarship was related to your public position? A “scholarship” is a grant-in-aid, either direct or indirect, to attend a conference, meeting, or similar event, including tuition, travel, lodging, meals, and other similar expenses. Yes No Judicial Officer - You are not required to complete this question if you are a judicial officer or you are filing as a judicial officer appointee. Do not report gifts that have previously been reported by you to the Department of the Secretary of State on the “Expense Report for Exempted Persons.” Legislators are not required to report scholarships paid by a nonpartisan legislative organization of which the legislator or the General Assembly is a member or participant or an affiliate of that organization. Date of Scholarship Name and Address of Donor(s) Describe Event Estimated Market Value Please answer the following question as it pertains to the following board/agency: District Court Judge 16. Were you appointed or are you being considered for an appointment to a covered board by the Governor or another Council of State member? Council of State members are: • Governor • Lt. Governor • Secretary of State • State Auditor • State Treasurer • Superintendent of Public Instruction • Attorney General • Commissioner of Agriculture • Commissioner of Labor • Commissioner of Insurance Yes No If “Yes”, list all contributions you (NOT immediate family members) made during 2017 with a cumulative total of more than $1,000 to the Governor or other Council of State member who appointed you. Contributions are defined in N.C.G.S. 163-278.6(6) and include, but are not limited to, “any advance, conveyance, deposit, distribution, transfer of funds, loan, payment, gift, pledge or subscription of money or anything of value whatsoever.” Date Amount Contributed to No contribution(s) with a cumulative total of more than $1,000 The SEI and any attachments, excluding the Confidential Form, are public records. Page 11 of 13 Please answer the following question as it pertains to the following board/agency: District Court Judge 17. Are you an appointee or prospective appointee to: a. the head of a principal state department (e.g. cabinet secretary) appointed by the Governor; or b. a North Carolina Supreme Court Justice, Court of Appeals, Superior or District Court Judge; or c. a member of any of the following boards: • ABC Commission • Coastal Resources Commission • State Board of Education • State Board of Elections • Division of Employment Security • Environmental Management Commission • Industrial Commission • Human Resources Commission • Rules Review Commission • Board of Transportation • UNC Board of Governors • Utilities Commission • Wildlife Resources Commission Yes No If "No", proceed to question 18. d. If so, were you appointed or are you being considered for appointment to that public position by a Council of State member? Council of State members are listed in question 16. Yes No If "No", proceed to question 18. e. If so, you must indicate whether during 2017 you (not immediate family members) engaged in any of the following activities with respect to or on behalf of the candidate or campaign committee of the Council of State member who appointed you to your public position: i. Collected contributions from multiple contributors, took possession of such multiple contributions, and transferred or delivered those collected contributions to the candidate or committee? Contributions are defined in question 16. Yes No ii. Hosted a fundraiser at your residence or place of business? Yes No iii. Volunteered for campaign-related activities, which include, but are not limited to, phone banks, event assistance, mailings, canvassing, surveying, or any other activity that advances the campaign of a candidate? Yes No 18. Have you ever been convicted of a felony for which you have not received either: (i) a pardon of innocence; or (ii) an order of expungement regarding that conviction? Yes No Offense Date of Conviction County of Conviction State of Conviction The SEI and any attachments, excluding the Confidential Form, are public records. Page 12 of 13 19. Are you aware of any other information that you believe may assist the State Ethics Commission in advising you concerning your compliance with the State Government Ethics Act? Yes No If yes, please provide such information below. AFFIRMATION I affirm that the information provided in this Statement of Economic Interest and any attachments hereto are true, complete, and accurate to the best of my knowledge and belief. I also certify that I have not transferred, and will not transfer, any asset, interest, or property for the purpose of concealing it from disclosure while retaining an equitable interest. I understand that my Statement of Economic Interest and any attachments or supplements thereto (with the exception of the Confidential Form regarding Unemancipated Children) are public record. I acknowledge that I have read and understand N.C.G.S. 138A-26 regarding concealing or failing to disclose material information and N.C.G.S. 138A-27 regarding providing false information: § 138A-26. Concealing or failing to disclose material information. A filing person who knowingly conceals or knowingly fails to disclose information that is required to be disclosed on a statement of economic interest under this Article shall be guilty of a Class 1 misdemeanor and shall be subject to disciplinary action under G.S. 138A-45. § 138A-27. Penalty for false information. A filing person who provides false information on a statement of economic interest as required under this Article knowing that the information is false is guilty of a Class H felony and shall be subject to disciplinary action under G.S. 138A-45. I Agree. It is my intention that this check box constitutes my electronic signature. By checking this box I certify that the information provided in this Statement of Economic Interest and any attachments hereto are true, complete, and accurate to the best of my knowledge and belief. Filed Electronically 4/3/2018 Signature Date Bill Carlton Terry, Jr. Printed Name The SEI and any attachments, excluding the Confidential Form, are public records. Page 13 of 13

COMPLETE THIS FORM AND MAIL SIGNED, ORIGINAL TO STATE ETHICS COMMISSION, 1324 MAIL SERVICE CENTER, RALEIGH, NC 27699-1324 NORTH CAROLINA STATE ETHICS COMMISSION 2017 STATEMENT OF ECONOMIC INTEREST 919-814-3600 www.ethicscommission.nc.gov FILER'S NAME (FIRST, MIDDLE, LAST) Prefix First Name Middle Name Last Name Suffix Hon. Bill Carlton Terry Jr. CURRENT EMPLOYER JOB TITLE State of NC District Court Judge NATURE OR TYPE OF BUSINESS Judicial REASON FOR FILING (SELECT ALL THAT APPLY) STATE GOVERNMENT JOB (Specify Agency) BOARD/COMMISSION (List complete name of all State boards on which you are serving or are being considered) JUDICIAL OFFICER (Specify Office) LEGISLATOR (Specify House or Senate) District Court Judge The SEI and any attachments, excluding the Confidential Form, are public records. Page 1 of 12 A. Do other immediate family members reside in your household? Yes No When used throughout this form, the term Immediate family includes your spouse (unless legally separated). It also includes members of your extended family (your and your spouse’s children, grandchildren, parents, grandparents, and siblings, and the spouses of each of those persons) who reside in your household. List the full name of all adults and emancipated minors in your household. A minor is a child under 18 years old. Minors are emancipated by marriage, enlistment in the US military, or court order for emancipation. FULL NAME OF ADULTS & EMANCIPATED MINORS RELATIONSHIP EMPLOYER JOB TITLE NATURE OF BUSINESS Wendy Joyce Terry Spouse Self Attorney Legal Charles Carlton Terry Son N/A Student Student B. List ONLY the initials of all unemancipated minors in your household below. A minor is a child under 18 years old. Note: You must list the full name of each minor child on the Confidential Form available at the end of this document. INITIALS FOR UNEMANCIPATED CHILDREN RELATIONSHIP EMPLOYER JOB TITLE NATURE OF BUSINESS ELT Daughter N/A Student Student ELJ Niece/Ward N/A Student Student PROPERTY INTERESTS 1. As of December 31, 2016, did you, your spouse, or members of your immediate family: A. Have an ownership interest in North Carolina real estate (including your residence) with a market value of $10,000 or more? Yes No Owner of Real Estate % Ownership Interest Location by City Location by County Bill Terry 100 Advance Davie Wendy 100 Advance Davie B. Lease or rent real estate or personal property to or from the State of North Carolina with a market value of $10,000 or more? Yes No Name of Lessor Name of Lessee (Renter) If Real Estate, Location by City & County If Personal Property, Describe The SEI and any attachments, excluding the Confidential Form, are public records. Page 2 of 12 2. At any time during 2015 or 2016 , did you, your spouse, or members of your immediate family sell to or buy from the State of North Carolina personal property with a market value of $10,000 or more? Yes No Name of Purchaser Name of Seller Type of Property FINANCIAL INTERESTS The SEI and any attachments, excluding the Confidential Form, are public records. Page 3 of 12 3. As of December 31, 2016, did you, your spouse, or members of your immediate family own any of the following financial interests valued at $10,000 or more? LIST EACH COMPANY INDIVIDUALLY A. Stock in a publicly owned company? Yes No Do not list ownership interests in a widely held investment fund (including mutual funds, regulated investment companies, or pension or deferred compensation plans) if: (i) the fund is publicly traded or its assets are widely diversified; and (ii) neither you nor an immediate family member are able to control the assets held in the mutual fund, investment company, or pension or deferred compensation plan. Owner of Interest Full Name of Company (Do not use a ticker symbol) Bill and Wendy American Express Bill and Wendy Duke Energy Bill and Wendy Dow Chemical Bill and Wendy McDonald's Corp Bill and Wendy Northrup Grumman Bill and Wendy Nucor Corp Bill and Wendy Pepsi co. Bill and Wendy Enbridge Inc Bill and Wendy AT&T Bill and Wendy Apple Bill and Wendy Kinder Morgan Bill American Tower Corp Bill BP PLC Bill Chipotle Mexican Grill Bill Raytheon Co Bill US Bancorp Bill VF Corporation Bill Verizon Communications Bill Walgreen's Boots Alliance Bill Wells Fargo Bill and Wendy Amazon Bill and Wendy Alphabet Inc The SEI and any attachments, excluding the Confidential Form, are public records. Page 4 of 12 Bill and Wendy Huntington Ingalls Industries Inc Bill Abbott Laboratories Bill Advanced Microdevices Bill Annaly Capital Management Bill Celldex Therapeutics Inc Bill Walt Disney Co Bill New Residential Investment Corp Bill Nvidia Corp Bill Tesla Inc B. Stock Options in a company or business? Yes No Owner of Stock Option Full Name of Company (Do not use a ticker symbol) C. Interests in a non-publicly owned company or business entity (including interests in sole proprietorships, partnerships, limited partnerships, joint ventures, limited liability companies, limited liability partnerships, and closely held corporations)? Yes No If "No", proceed to question 4. Owner of Interest Name of Company or Business Entity C (1). For each non-publicly owned company or business entity (the “primary company”) identified in question 3.C above, please list the names of any other companies or business entities in which the primary company owns securities or equity interests valued at over $10,000, if known. Non-Publicly Owned Company or Business Entity (the Primary Company) Other Companies in which the Primary Company Owns Security or Equity Interests None or Not Known C (2). If you know that any company or business entity listed in 3.C or 3.C(1) above has any material business dealings or business contracts with the State of North Carolina, or is regulated by the State, provide a brief description of that business activity. Name of Company or Business Entity Description of Business Activity with the State None or Not Known The SEI and any attachments, excluding the Confidential Form, are public records. Page 5 of 12 4. As of December 31, 2016, were you, your spouse, or members of your immediate family the beneficiaries of a vested trust with a value of $10,000 or more that was created, established, or controlled by you? Do not list assets held in blind trusts. See 2017 SEI Helpful Tips for the definition of “Vested Trust” and “Blind Trust.” Yes No Name and Address of Trustee Description of the Trust Your Relationship to the Trust 5. As of December 31, 2016, did you, your spouse, or members of your immediate family have liabilities of $10,000 or more, excluding the mortgage on your primary personal residence? Examples include credit card debts, auto loans, student loans, personal loans and intra-family debt. Yes No Name of Debtor (You, Spouse, Immediate Family Member) Type of Creditor (Commercial Bank, Credit Union, Individual, etc.) 6. List each source of income (not specific amounts) of more than $5,000 received by you, your spouse, or members of your immediate family during 2016. Include salary, wages, state/local government retirement, professional fees, honoraria, interest, dividends, rental income, business income, and other types of income required to be reported on your State and federal tax returns. Do not include income received from the following sources: Capital gains Federal government retirement Military retirement Social security income/SSDI Recipient of Income Name of Source Type of Business/Industry Type of Income I had no reportable income over $5,000 in 2016. Bill Helga Kraft Landlord/Hotelier Rental Bill US Army/DFAS Indianapolis Army Reserve Military Pay (Non-retirement) Bill and Wendy AT&T Inc Telecom Dividend Bill and Wendy American Express Co Financial Dividend Bill and Wendy Duke Energy Holdings Corp Utility Dividend Bill and Wendy McDonald's Corp Food Service Dividend Bill and Wendy Spectra Energy Corp Energy Dividend The SEI and any attachments, excluding the Confidential Form, are public records. Page 6 of 12 PROFESSIONAL AND CIVIC RELATIONSHIPS 7(a). During 2016, were you, your spouse or members of your immediate family a director, officer, governing board member, employee, independent contractor, or registered lobbyist of a nonprofit corporation or organization operating in the State of North Carolina primarily for religious, charitable, scientific, literary, public health and safety, or educational purposes? Yes No If "No", proceed to question 8. Do not list State boards or entities, or entities created by a political subdivision of the State. Do not list organizations of which you are a mere member. Name of Person His/Her Position Name of Nonprofit Corporation or Organization Nature of Business or Purpose of Organization 7(b). If the nonprofit corporations or organizations listed above do business with the State of North Carolina or receive State funds, please provide a brief description of the nature of that business, if known or with which due diligence could reasonably be known. Name of Nonprofit Corporation or Organization Describe State Business or State Funding None or Not Known Please answer the following question as it pertains to the following board/agency: District Court Judge 8. During 2016, were you, your spouse, or members of your immediate family a director, officer, or governing board member of any society, organization, or advocacy group with an interest in matters over which your agency or board may have jurisdiction? Yes No Legislator/Judicial Officer - You are not required to complete this question if you are filing because you are a legislator or a judicial officer or you are filing as an appointee to those offices. Do not list organizations of which you are only a member (not serving in a leadership role). Name of Person Name of Society, Organization or Advocacy Group Leadership Position (Director, Officer, Board Member) 9(a). List the name of each company or business with which you were associated where you or a member of your immediate family was an employee, director, officer, partner, proprietor, or member or manager as of December 31, 2016. Name of Person Relationship to Filer Name of Company Role of Person No Business Associations The SEI and any attachments, excluding the Confidential Form, are public records. Page 7 of 12 9(b). If you know that any company or business entity listed in 9(a) above had any material business dealings or business contracts with the State of North Carolina or was regulated by the State as of December 31, 2016, provide a brief description of that business activity. Name of Company or Business Entity Description of Business Activity with the State Not applicable (No entities listed on #9a) No relationship / Not known 10. Are you a practicing attorney? Yes No Judicial Officer/State Attorney If “Yes”, check each category of legal representation in which you or the law firm with which you are affiliated has earned legal fees of more than $10,000 during 2016. Administrative Admiralty Corporate Criminal Decedent’s Estates Environmental Insurance Labor Local Government Real Property Securities Tax Tort litigation (including negligence) Utilities Regulation Other category not listed. 11. During 2016, were you a licensed professional (other than an attorney) or did you provide consulting services individually or as a member of a professional association for which you charged or were paid over $10,000? Yes No Type of Business Nature of Services Rendered The SEI and any attachments, excluding the Confidential Form, are public records. Page 8 of 12 Please answer the following question as it pertains to the following board/agency: District Court Judge 12. Are you or your employer, your spouse or members of your immediate family, or their employer currently: • Licensed by the State board or employing entity with which you are or will be associated or • Regulated by the State board or employing entity with which you are or will be associated or • Have a business relationship with the State board or employing entity with which you are or will be associated? Yes No Legislator/Judicial Officer - You are not required to complete this question if you are filing because you are a legislator or a judicial officer (“judicial officer” is defined in the SEI Helpful Tips) or you are filing as an appointee to those offices. Name of Person Name of Employer (if applicable) Type of Relationship (Licensing, Regulatory, Business) 13. Are you, your spouse, or a member of your immediate family currently registered as a lobbyist or lobbyist principal or were you registered as such within the 12 months preceding your filing of this form? Yes No Name of Lobbyist Lobbyist’s Principal Date of Registration Registration Expiration OTHER DISCLOSURES 14. During any calendar quarter in 2016 (but only the time period after you were appointed, employed or filed or were nominated as a candidate), did you • receive any gift(s) exceeding $200 per quarter from a person or group of persons acting together, and • when both you and those person(s) were outside North Carolina at the time you accepted the gift(s), and • the gift(s) were given under circumstances that would lead a reasonable person to conclude that they were given for lobbying? Yes No Do not report gifts given by members of your extended family. Do not report gifts that have previously been reported by you to the Department of the Secretary of State on the "Expense Report for Exempted Persons." Date Item Received Name and Address of Donor(s) Describe Item Received Estimated Market Value The SEI and any attachments, excluding the Confidential Form, are public records. Page 9 of 12 Please answer the following question as it pertains to the following board/agency: District Court Judge 15. During 2016 (but only the time period after you were appointed, employed, or filed or were nominated as a candidate) did you • accepted a “scholarship” exceeding $200 from a person or group of persons acting together and • those person(s) were outside North Carolina and • the scholarship was related to your public position? A “scholarship” is a grant-in-aid, either direct or indirect, to attend a conference, meeting, or similar event, including tuition, travel, lodging, meals, and other similar expenses. Yes No Judicial Officer - You are not required to complete this question if you are a judicial officer or you are filing as a judicial officer appointee. Do not report gifts that have previously been reported by you to the Department of the Secretary of State on the “Expense Report for Exempted Persons.” Legislators are not required to report scholarships paid by a nonpartisan legislative organization of which the legislator or the General Assembly is a member or participant or an affiliate of that organization. Date of Scholarship Name and Address of Donor(s) Describe Event Estimated Market Value Please answer the following question as it pertains to the following board/agency: District Court Judge 16. Were you appointed or are you being considered for an appointment to a covered board by the Governor or another Council of State member? Council of State members are: • Governor • Lt. Governor • Secretary of State • State Auditor • State Treasurer • Superintendent of Public Instruction • Attorney General • Commissioner of Agriculture • Commissioner of Labor • Commissioner of Insurance Yes No If “Yes”, list all contributions you (NOT immediate family members) made during 2016 with a cumulative total of more than $1,000 to the Governor or other Council of State member who appointed you. Contributions are defined in N.C.G.S. 163-278.6(6) and include, but are not limited to, “any advance, conveyance, deposit, distribution, transfer of funds, loan, payment, gift, pledge or subscription of money or anything of value whatsoever.” Date Amount Contributed to No contribution(s) with a cumulative total of more than $1,000 The SEI and any attachments, excluding the Confidential Form, are public records. Page 10 of 12 Please answer the following question as it pertains to the following board/agency: District Court Judge 17. Are you an appointee or prospective appointee to: a. the head of a principal state department (e.g. cabinet secretary) appointed by the Governor; or b. a North Carolina Supreme Court Justice, Court of Appeals, Superior or District Court Judge; or c. a member of any of the following boards: • ABC Commission • Coastal Resources Commission • State Board of Education • State Board of Elections • Division of Employment Security • Environmental Management Commission • Industrial Commission • Human Resources Commission • Rules Review Commission • Board of Transportation • UNC Board of Governors • Utilities Commission • Wildlife Resources Commission Yes No If "No", proceed to question 18. d. If so, were you appointed or are you being considered for appointment to that public position by a Council of State member? Council of State members are listed in question 16. Yes No If "No", proceed to question 18. e. If so, you must indicate whether during 2016 you (not immediate family members) engaged in any of the following activities with respect to or on behalf of the candidate or campaign committee of the Council of State member who appointed you to your public position: i. Collected contributions from multiple contributors, took possession of such multiple contributions, and transferred or delivered those collected contributions to the candidate or committee? Contributions are defined in question 16. Yes No ii. Hosted a fundraiser at your residence or place of business? Yes No iii. Volunteered for campaign-related activities, which include, but are not limited to, phone banks, event assistance, mailings, canvassing, surveying, or any other activity that advances the campaign of a candidate? Yes No 18. Have you ever been convicted of a felony for which you have not received either: (i) a pardon of innocence; or (ii) an order of expungement regarding that conviction? Yes No Offense Date of Conviction County of Conviction State of Conviction The SEI and any attachments, excluding the Confidential Form, are public records. Page 11 of 12 19. Are you aware of any other information that you believe may assist the State Ethics Commission in advising you concerning your compliance with the State Government Ethics Act? Yes No If yes, please provide such information below. AFFIRMATION I affirm that the information provided in this Statement of Economic Interest and any attachments hereto are true, complete, and accurate to the best of my knowledge and belief. I also certify that I have not transferred, and will not transfer, any asset, interest, or property for the purpose of concealing it from disclosure while retaining an equitable interest. I understand that my Statement of Economic Interest and any attachments or supplements thereto (with the exception of the Confidential Form regarding Unemancipated Children) are public record. I acknowledge that I have read and understand N.C.G.S. 138A-26 regarding concealing or failing to disclose material information and N.C.G.S. 138A-27 regarding providing false information: § 138A-26. Concealing or failing to disclose material information. A filing person who knowingly conceals or knowingly fails to disclose information that is required to be disclosed on a statement of economic interest under this Article shall be guilty of a Class 1 misdemeanor and shall be subject to disciplinary action under G.S. 138A-45. § 138A-27. Penalty for false information. A filing person who provides false information on a statement of economic interest as required under this Article knowing that the information is false is guilty of a Class H felony and shall be subject to disciplinary action under G.S. 138A-45. I Agree. It is my intention that this check box constitutes my electronic signature. By checking this box I certify that the information provided in this Statement of Economic Interest and any attachments hereto are true, complete, and accurate to the best of my knowledge and belief. Filed Electronically 4/12/2017 Signature Date Bill Carlton Terry, Jr. Printed Name The SEI and any attachments, excluding the Confidential Form, are public records. Page 12 of 12

COMPLETE THIS FORM AND MAIL SIGNED, ORIGINAL TO STATE ETHICS COMMISSION, 1324 MAIL SERVICE CENTER, RALEIGH, NC 27699-1324 NORTH CAROLINA STATE ETHICS COMMISSION 2016 STATEMENT OF ECONOMIC INTEREST 919-814-3600 www.ethicscommission.nc.gov FILER'S NAME (FIRST, MIDDLE, LAST) Prefix First Name Middle Name Last Name Suffix Hon. Bill Carlton Terry Jr. CURRENT EMPLOYER JOB TITLE State of NC District Court Judge NATURE OR TYPE OF BUSINESS Judicial REASON FOR FILING (SELECT ALL THAT APPLY) STATE GOVERNMENT JOB (Please specify the agency for which you work or are being considered) BOARD/COMMISSION (Please list complete name of all State boards on which you are serving or are being considered) JUDICIAL OFFICER (Please specify the office you hold) LEGISLATOR (Please specify House or Senate) District Court Judge The SEI and any attachments, excluding the Confidential Form, are public records. Page 1 of 13 A. Do other immediate family members reside in your household? Yes No When used throughout this form, the term Immediate family includes your spouse (unless legally separated). It also includes members of your extended family (your and your spouse’s children, grandchildren, parents, grandparents, and siblings, and the spouses of each of those persons) who reside in your household. List the full name of all adults and emancipated minors in your household. A minor is a child under 18 years old. Minors are emancipated by marriage, enlistment in the US military or court order for emancipation. FULL NAME OF ADULTS & EMANCIPATED MINORS RELATIONSHIP EMPLOYER JOB TITLE NATURE OF BUSINESS Wendy Joyce Terry Spouse Self Attorney Legal B. List ONLY the initials of all emancipated minors in your household below. A minor is a child under 18 years old. Minors are emancipated by marriage, enlistment in the US military or court order for emancipation. Note: You must list the full name of each minor child on the Confidential Form available at the end of this document. INITIALS FOR UNEMANCIPATED CHILDREN RELATIONSHIP EMPLOYER JOB TITLE NATURE OF BUSINESS CCT Son N/A Student Student ELT Daughter N/A Student Student ELJ Niece/Ward N/A Student Student PROPERTY INTERESTS 1. As of December 31, 2015, did you, your spouse, or members of your immediate family: A. Have an ownership interest in North Carolina real estate (including your residence) with a market value of $10,000 or more? Yes No Owner of Real Estate % Ownership Interest Location by City Location by County Bill Terry 100 Advance Davie Wendy 100 Advance Davie B. Lease or rent real estate or personal property to or from the State of North Carolina with a market value of $10,000 or more? Yes No Name of Lessor Name of Lessee (Renter) If Real Estate, Location by City & County If Personal Property, Describe The SEI and any attachments, excluding the Confidential Form, are public records. Page 2 of 13 2. At any time during 2014 or 2015 , did you, your spouse, or members of your immediate family sell to or buy from the State of North Carolina personal property with a market value of $10,000 or more? Yes No Name of Purchaser Name of Seller Type of Property FINANCIAL INTERESTS The SEI and any attachments, excluding the Confidential Form, are public records. Page 3 of 13 3. As of December 31, 2015, did you, your spouse, or members of your immediate family own any of the following financial interests valued at $10,000 or more? A. Stock in a publicly owned company? Yes No Do not list ownership interests in a widely held investment fund (including mutual funds, regulated investment companies, or pension or deferred compensation plans) if: (i) the fund is publicly traded or its assets are widely diversified; and (ii) neither you nor an immediate family member are able to control the assets held in the mutual fund, investment company, or pension or deferred compensation plan. Owner of Interest Full Name of Company (Do not use a ticker symbol) Bill and Wendy American Express Bill and Wendy Duke Energy Bill and Wendy Dow Chemical Bill and Wendy McDonald's Corp Bill and Wendy Northrup Grumman Bill and Wendy Nucor Corp Bill and Wendy Pepsi co. Bill and Wendy Spectra Energy Bill and Wendy AT&T Bill and Wendy Time Warner Cable Bill and Wendy Apple Bill and Wendy Kinder Morgan Bill and Wendy Skyworks Solutions Bill Active Power Inc Bill AllianceBernstein Holdings Bill American Tower Corp Bill BP PLC Bill Chipotle Mexican Grill Bill Kratos Defense Bill Raytheon Co Bill Taser International Bill US Bancorp The SEI and any attachments, excluding the Confidential Form, are public records. Page 4 of 13 Bill VF Corporation Bill Verizon Communications Bill Walgreen's Boots Alliance Bill Wells Fargo Bill Yum! Brands B. Stock Options in a company or business? Yes No Owner of Stock Option Full Name of Company (Do not use a ticker symbol) C. Interests in a non-publicly owned company or business entity (including interests in sole proprietorships, partnerships, limited partnerships, joint ventures, limited liability companies, limited liability partnerships, and closely held corporations)? Yes No If "No", proceed to question 4. Owner of Interest Name of Company or Business Entity C (1). For each non-publicly owned company or business entity (the “primary company”) identified in question 3.C above, please list the names of any other companies or business entities in which the primary company owns securities or equity interests valued at over $10,000, if known. Non-Publicly Owned Company or Business Entity (the Primary Company) Other Companies in which the Primary Company Owns Security or Equity Interests None or Not Known The SEI and any attachments, excluding the Confidential Form, are public records. Page 5 of 13 C (2). If you know that any company or business entity listed in 3.C or 3.C(1) above has any material business dealings or business contracts with the State of North Carolina, or is regulated by the State, provide a brief description of that business activity. Name of Company or Business Entity Description of Business Activity with the State None or Not Known 4. As of December 31, 2015, were you, your spouse, or members of your immediate family the beneficiaries of a vested trust with a value of $10,000 or more that was created, established, or controlled by you? Do not list assets held in blind trusts. See 2016 SEI Helpful Tips for the definition of “Vested Trust” and “Blind Trust.” Yes No Name and Address of Trustee Description of the Trust Your Relationship to the Trust 5. As of December 31, 2015, did you, your spouse, or members of your immediate family have liabilities of $10,000 or more, excluding the mortgage on your primary personal residence? Examples include credit card debts, auto loans, student loans, personal loans and intra-family debt. Yes No Name of Debtor (You, Spouse, Immediate Family Member) Type of Creditor (Commercial Bank, Credit Union, Individual, etc.) The SEI and any attachments, excluding the Confidential Form, are public records. Page 6 of 13 6. List each source of income (not specific amounts) of more than $5,000 received by you, your spouse, or members of your immediate family during 2015. Include salary, wages, state/local government retirement, professional fees, honoraria, interest, dividends, rental income, business income, and other types of income required to be reported on your State and federal tax returns. Do not include income received from the following sources: Capital gains Federal government retirement Military retirement Social security income/SSDI Recipient of Income Name of Source Type of Business/Industry Type of Income I had no reportable income over $5,000 in 2015. Bill Helga Kraft Landlord/Hotelier Rental Bill US Army/DFAS Indianapolis Army Reserve Military Pay (Non-retirement) PROFESSIONAL AND CIVIC RELATIONSHIPS 7(a). During 2015, were you, your spouse or members of your immediate family a director, officer, governing board member, employee, independent contractor, or registered lobbyist of a nonprofit corporation or organization operating in the State of North Carolina primarily for religious, charitable, scientific, literary, public health and safety, or educational purposes? Yes No If "No", proceed to question 8. Do not list State boards or entities, or entities created by a political subdivision of the State. Do not list organizations of which you are a mere member. Name of Person His/Her Position Name of Nonprofit Corporation or Organization Nature of Business or Purpose of Organization 7(b). If the nonprofit corporations or organizations listed above do business with the State of North Carolina or receive State funds, please provide a brief description of the nature of that business, if known or with which due diligence could reasonably be known. Name of Nonprofit Corporation or Organization Describe State Business or State Funding None or Not Known The SEI and any attachments, excluding the Confidential Form, are public records. Page 7 of 13 Please answer the following question as it pertains to the following board/agency: District Court Judge 8. During 2015, were you, your spouse, or members of your immediate family a director, officer, or governing board member of any society, organization, or advocacy group with an interest in matters over which your agency or board may have jurisdiction? Yes No Legislator/Judicial Officer - You are not required to complete this question if you are filing because you are a legislator or a judicial officer or you are filing as an appointee to those offices. Do not list organizations of which you are only a member (not serving in a leadership role). Name of Person Name of Society, Organization or Advocacy Group Leadership Position (Director, Officer, Board Member) 9(a). List the name of each company or business with which you were associated where you or a member of your immediate family was an employee, director, officer, partner, proprietor, or member or manager as of December 31, 2015. Name of Person Relationship to Filer Name of Company Role of Person No Business Associations 9(b). If you know that any company or business entity listed in 9(a) above had any material business dealings or business contracts with the State of North Carolina or was regulated by the State as of December 31, 2015, provide a brief description of that business activity. Name of Company or Business Entity Description of Business Activity with the State Not applicable (No entities listed on #9a) No relationship / Not known The SEI and any attachments, excluding the Confidential Form, are public records. Page 8 of 13 10. Are you a practicing attorney? Yes No Judicial Officer/State Attorney If “Yes”, check each category of legal representation in which you or the law firm with which you are affiliated has earned legal fees of more than $10,000 during 2015. Administrative Admiralty Corporate Criminal Decedent’s Estates Environmental Insurance Labor Local Government Real Property Securities Tax Tort litigation (including negligence) Utilities Regulation Other category not listed. 11. During 2015, were you a licensed professional (other than an attorney) or did you provide consulting services individually or as a member of a professional association for which you charged or were paid over $10,000? Yes No Type of Business Nature of Services Rendered Please answer the following question as it pertains to the following board/agency: District Court Judge 12. Are you or your employer, your spouse or members of your immediate family, or their employer currently: • Licensed by the State board or employing entity with which you are or will be associated or • Regulated by the State board or employing entity with which you are or will be associated or • Have a business relationship with the State board or employing entity with which you are or will be associated? Yes No Legislator/Judicial Officer - You are not required to complete this question if you are filing because you are a legislator or a judicial officer (“judicial officer” is defined in the SEI Helpful Tips) or you are filing as an appointee to those offices. Name of Person Name of Employer (if applicable) Type of Relationship (Licensing, Regulatory, Business) The SEI and any attachments, excluding the Confidential Form, are public records. Page 9 of 13 13. Are you, your spouse, or a member of your immediate family currently registered as a lobbyist or lobbyist principal or were you registered as such within the 12 months preceding your filing of this form? Yes No Name of Lobbyist Lobbyist’s Principal Date of Registration Registration Expiration OTHER DISCLOSURES 14. During any calendar quarter in 2015 (but only the time period after you were appointed, employed or filed or were nominated as a candidate), did you • receive any gift(s) exceeding $200 per quarter from a person or group of persons acting together, and • when both you and those person(s) were outside North Carolina at the time you accepted the gift(s), and • the gift(s) were given under circumstances that would lead a reasonable person to conclude that they were given for lobbying? Yes No Do not report gifts given by members of your extended family. Do not report gifts that have previously been reported by you to the Department of the Secretary of State on the "Expense Report for Exempted Persons." Date Item Received Name and Address of Donor(s) Describe Item Received Estimated Market Value The SEI and any attachments, excluding the Confidential Form, are public records. Page 10 of 13 Please answer the following question as it pertains to the following board/agency: District Court Judge 15. During 2015 (but only the time period after you were appointed, employed, or filed or were nominated as a candidate) did you • accepted a “scholarship” exceeding $200 from a person or group of persons acting together and • those person(s) were outside North Carolina and • the scholarship was related to your public position? A “scholarship” is a grant-in-aid, either direct or indirect, to attend a conference, meeting, or similar event, including tuition, travel, lodging, meals, and other similar expenses. Yes No Judicial Officer - You are not required to complete this question if you are a judicial officer or you are filing as a judicial officer appointee. Do not report gifts that have previously been reported by you to the Department of the Secretary of State on the “Expense Report for Exempted Persons.” Legislators are not required to report scholarships paid by a nonpartisan legislative organization of which the legislator or the General Assembly is a member or participant or an affiliate of that organization. Date of Scholarship Name and Address of Donor(s) Describe Event Estimated Market Value Please answer the following question as it pertains to the following board/agency: District Court Judge 16. Were you appointed or are you being considered for an appointment to a covered board by the Governor or another Council of State member? Council of State members are: • Governor • Lt. Governor • Secretary of State • State Auditor • State Treasurer • Superintendent of Public Instruction • Attorney General • Commissioner of Agriculture • Commissioner of Labor • Commissioner of Insurance Yes No If “Yes”, list all contributions you (NOT immediate family members) made during 2015 with a cumulative total of more than $1,000 to the Governor or other Council of State member who appointed you. Contributions are defined in N.C.G.S. 163-278.6(6) and include, but are not limited to, “any advance, conveyance, deposit, distribution, transfer of funds, loan, payment, gift, pledge or subscription of money or anything of value whatsoever.” Date Amount Contributed to No contribution(s) with a cumulative total of more than $1,000 The SEI and any attachments, excluding the Confidential Form, are public records. Page 11 of 13 Please answer the following question as it pertains to the following board/agency: District Court Judge 17. Are you an appointee or prospective appointee to: a. the head of a principal state department (e.g. cabinet secretary) appointed by the Governor; or b. a North Carolina Supreme Court Justice, Court of Appeals, Superior or District Court Judge; or c. a member of any of the following boards: • ABC Commission • Coastal Resources Commission • State Board of Education • State Board of Elections • Division of Employment Security • Environmental Management Commission • Industrial Commission • Human Resources Commission • Rules Review Commission • Board of Transportation • UNC Board of Governors • Utilities Commission • Wildlife Resources Commission Yes No If "No", proceed to question 18. d. If so, were you appointed or are you being considered for appointment to that public position by a Council of State member? Council of State members are listed in question 16. Yes No If "No", proceed to question 18. e. If so, you must indicate whether during 2015 you (not immediate family members) engaged in any of the following activities with respect to or on behalf of the candidate or campaign committee of the Council of State member who appointed you to your public position: i. Collected contributions from multiple contributors, took possession of such multiple contributions, and transferred or delivered those collected contributions to the candidate or committee? Contributions are defined in question 16. Yes No ii. Hosted a fundraiser at your residence or place of business? Yes No iii. Volunteered for campaign-related activities, which include, but are not limited to, phone banks, event assistance, mailings, canvassing, surveying, or any other activity that advances the campaign of a candidate? Yes No 18. Have you ever been convicted of a felony for which you have not received either: (i) a pardon of innocence; or (ii) an order of expungement regarding that conviction? Yes No Offense Date of Conviction County of Conviction State of Conviction The SEI and any attachments, excluding the Confidential Form, are public records. Page 12 of 13 19. Are you aware of any other information that you believe may assist the State Ethics Commission in advising you concerning your compliance with the State Government Ethics Act? Yes No If yes, please provide such information below. AFFIRMATION I affirm that the information provided in this Statement of Economic Interest and any attachments hereto are true, complete, and accurate to the best of my knowledge and belief. I also certify that I have not transferred, and will not transfer, any asset, interest, or property for the purpose of concealing it from disclosure while retaining an equitable interest. I understand that my Statement of Economic Interest and any attachments or supplements thereto (with the exception of the Confidential Form regarding Unemancipated Children) are public record. I acknowledge that I have read and understand N.C.G.S. 138A-26 regarding concealing or failing to disclose material information and N.C.G.S. 138A-27 regarding providing false information: § 138A-26. Concealing or failing to disclose material information. A filing person who knowingly conceals or knowingly fails to disclose information that is required to be disclosed on a statement of economic interest under this Article shall be guilty of a Class 1 misdemeanor and shall be subject to disciplinary action under G.S. 138A-45. § 138A-27. Penalty for false information. A filing person who provides false information on a statement of economic interest as required under this Article knowing that the information is false is guilty of a Class H felony and shall be subject to disciplinary action under G.S. 138A-45. I Agree. It is my intention that this check box constitutes my electronic signature. By checking this box I certify that the information provided in this Statement of Economic Interest and any attachments hereto are true, complete, and accurate to the best of my knowledge and belief. Filed Electronically 4/13/2016 Signature Date Bill Carlton Terry, Jr. Printed Name The SEI and any attachments, excluding the Confidential Form, are public records. Page 13 of 13

NORTH CAROLINA STATE ETHICS COMMISSION 2015 STATEMENT OF ECONOMIC INTEREST No-Change Form FILER'S NAME (FIRST, MIDDLE, LAST) First Name Middle Name Last Name Suffix Bill Carlton Terry Jr. REASON FOR FILING (SELECT ALL THAT APPLY) STATE GOVERNMENT JOB (Please specify the agency for which you work or are being considered) BOARD/COMMISSION (Please list complete name of all State boards on which you are serving or are being considered) JUDICIAL OFFICER (Please specify the office you hold) LEGISLATOR (Please specify House or Senate) District Court Judge The SEI and any attachments, excluding the Confidential Form, are public records. Page 1 of 2 AFFIRMATION I affirm that the information provided in this Statement of Economic Interest and any attachments hereto are true, complete, and accurate to the best of my knowledge and belief. I also certify that I have not transferred, and will not transfer, any asset, interest, or property for the purpose of concealing it from disclosure while retaining an equitable interest. I understand that my Statement of Economic Interest and any attachments or supplements thereto (with the exception of the Confidential Form regarding Unemancipated Children) are public record. I acknowledge that I have read and understand N.C.G.S. 138A-26 regarding concealing or failing to disclose material information and N.C.G.S. 138A-27 regarding providing false information: § 138A-26. Concealing or failing to disclose material information. A filing person who knowingly conceals or knowingly fails to disclose information that is required to be disclosed on a statement of economic interest under this Article shall be guilty of a Class 1 misdemeanor and shall be subject to disciplinary action under G.S. 138A-45. § 138A-27. Penalty for false information. A filing person who provides false information on a statement of economic interest as required under this Article knowing that the information is false is guilty of a Class H felony and shall be subject to disciplinary action under G.S. 138A-45. I hereby affirm that I have reviewed my most recently filed 2014 Statement of Economic Interest and that as of December 31, 2014, my responses continue to be true, correct, and complete to the best of my knowledge and belief. I Agree. It is my intention that this check box constitutes my electronic signature. By checking this box I certify that the information provided in this Statement of Economic Interest and any attachments hereto are true, complete, and accurate to the best of my knowledge and belief. Bill Carlton Terry, Jr. Printed Name Filed Electronically 5/12/2015 Signature Date The SEI and any attachments, excluding the Confidential Form, are public records. Page 2 of 2