Susan C. Bucklew

Cawthon Oil Co. gm owned Corporation — None

Account # IEEE Revocable Trust

Rental Property Tampa Florida — Rent

Pimco High Income Fund (PHK) — None — Buy

Morgan Stanley Private Bank — Interest — Open

Citibank NA Deposit Program Account — Interest — Closed

Citibank NA Deposit Program Account — Int/Div — Sold (part) — Bucklew

Franklin Templeton Founding FD Allocation Fund CL A

Hartford Checks and Balances Fund CL A

Citibank NA South Dakota Bank Deposit Program — Interest

I ACF En UFLUTMA — Int/Div

Vanguard 500 INDX INV (VFINX) — Int/Div

Director-stockholder, Cawthon Oil Company

Trustee, Dl Revocable Trust

Agreement — 18/1/1996 — State of Flonda--Retirement

Liability — Suncoast Schools Credit Union — Credit Card

Liability — Bank of America — Credit Card

Liability — Amencan Express — Credit Card

Income — 2014 — State of Flonda—--Division of Retirement — S46. 165.00

PART II: The date listed 1s the date | began drawing retirement from the state of Flonda.

Part VII, Line 3 The Hillsborough County Property Appraiser's Assessed Value for tax purposes for 2014 was $343,163.00

Part VII, Line 7

1 take mandatory distributions from my IRA. With the November 17, 2014 distribution, I purchased Pimco High Income Fund (PHK) on

November 25, 2014

Part VII Line 5 & 6 Bank deposits at Morgan Stanley are held at either Morgan Stanley Private Bank or Citibank. JN moved the cash in my trust

account from Citibank to Morgan Stanley Private Bank