Carlota M. Bohm

Jackson National Annuity — Int/Div

Jackson National Annuity — Int/Div

Jackson National Annuity — Int/Div

ATIAX Mutual Fund — Int/Div — Sold

HFOAX Mutual Fund — Int/Div — Sold

LDFVX Mutual Fund — Int/Div — Sold

LVOAX Mutual Fund — Int/Div — Sold

ODMAX Mutual Fund — Int/Div — Sold

CVFCX Mutual Fund — Int/Div — Sold

TSNAX Mutual Fund — Int/Div — Sold

NEFZX Mutual Fund — Int/Div — Sold

NHIAX Mutual Fund — Int/Div — Sold

CVTRX Mutual Fund — Int/Div — Sold

Roam North shore, LP(1) — Interest — Sold

Roam Bally IV, LP — Interest

PSRAX Mutual Fund — Int/Div — Buy

WHIAX Mutual Fund — Int/Div — Buy

PSRAX Mutual Fund — Int/Div — Sold

WHIAX Mutual Fund — Int/Div — Sold

Rental Property-Pgh PA (2011 - pd £150.000.00} — Rent

Dollar Bank — Interest

PNC Bank — Interest

Trustee of two surance trusts, Trust #1 and Trust #2 (sec Part VII

Liability — PNC Mortgage — Mortgage IIE \\ ashington, DC Jl real estate

Reimbursement — George Mason Umiversity — 12/08/2013 12/13/2013 — Duck Key, FL — Seminar/Program — Transportation, meals, lodging

Reimbursement — George Mason University — 92272013 -9/272013 — Arlington, VA — Seminar/Program — Transportation, meals, lodging

Reimbursement — CLLA and NCBJ — 10/30:2013 11/02/2013 — Atlanta, GA — Sermmar/Program — Transportation, meals, lodging

Reimbursement — George Mason University — 11/172013 11/19:2013 — Artmgton, VA — Sermmar/ Program — Transportation, meals, lodging

Income — 2013 — Income from prior Misc. Bankruptcy Trustee Related — SI12.938.59

Spouse's income — 2013 — Westinghousre Electric Co.-pension plan

Spouse's income — 2013 — Westinghouse Electric Co, LLC - wages

Part | - Trustee of two insurance trusts. Monies available only upon their death.