Alan Ahart

Chase Bank Checking Account — Interest

Vanguard Primecap Fund IRA — Int/Div

Fidelilty Investments Keogh — Int/Div

Fidelity Spartan Total Market Index Fund

Fidelity Emering Asia Fund

Fidelity Spartan S00 Index Fund

Fidelity Real Estate Investment Fund

Fidelity High Income Fund

Fidelity Floating Rate High Income Fund

Fidelity Capital and Income Fund

Fidelity Spartan Emerging Markets Index Fund — Buy (add'l)

Vanguard Admiral Treasury Money Market Fund — Int/Div

US. Inflation Protection Bonds — Interest — Sold (part)

US. Inflation Protection Bonds — Interest — Sold (part)

Longleaf International Fund — Int/Div — Sold

Vanguard Small Cap Growth Index Fund — Int/Div

Vanguard High Yield Corporate Bond Fund — Interest

Vanguard Admiral GNMA Fund — Int/Div

Vanguard Prime Money Market Fund — Interest — Buy (add'l)

Vanguard Energy Fund — Int/Div — Sold

Real property Sherman Oaks. CA — Rent

Vanguard Prime Money Market Fund IRA — Interest

Ome West Bank CD — Interest

Vanguard Dividend Growth IRA — Int/Div

Vanguard High Yield Corporate Bond Fund IRA rollover — Interest

US. Series bonds — Interest

Vanguard Intermediate Term Calif Tax Exempt Fund — Interest

Vanguard Precious Metals and Mining Fund — Int/Div

Vanguard Emerging Markets Select Stock Fund — Int/Div

Vanguard Short-Term Inflation Protection Securities Fund — Interest

Vanguard European Stock Index Fund — Int/Div

Fidelity Spartan 500 Index Fund Roth IRA (xX) — Int/Div

Author, The Rutter Group’ Thompson West

Gift — Thomson West — Westlaw computer research and Rutter Group practice guides — $2,500.00

Reimbursement — Cahforni Bankruptcy Forum — 05/172014-05/18201- — Santa Barbara, CA — attended annual convention — lodging, meals and entertamment

Income — 2014 — The Rutter Group Thompson West--royalties from books — $152,753.00

The “gifts” from Thompson West described in Part V are for official use and/or to assist my updating of the books that are sources of the royalties shown in Part

11-A. Also, the value shown in Part V is an estimate.

The amount for book royalties shown in Part IT1-A is net of expenses.