Keith L. Phillips

RENTAL PROPERTY #1/RICHMOND, VA 2002 - $36,750 (50%) — Rent

EKP ASSOCIATES LC - RENTAL PROPERTIES/RICHMOND. VA (50%) — Rent

BLVD. LLC (50% OWNERSHIP) — istnibution

WELLS FARGO - CHECKING ACCOUNT — Int/Div

BB&T 2] - CHECKING ACCOUNT — None

BB&T 22 - CHECKING ACCOUNT — None

FIDELITY INVESTMENTS - CASH ACCOUNT — Int/Div

HW FIDELITY INVESTMENTS

CITBK SALT LAKECITY UT — None — Buy

GE CAP BK INC RETAILCD — None — Buy

SALLIE MAE BK SLTLAKECITY UT — None — Buy

STATE BK INDIA CHICAGO ILL — None — Buy

GOLDMAN SACHS BK USA NY — None — Buy

SALLIE MAE BK SLT LAKECITY UT — None — Buy

GE CAP RETAIL BK DRAPER UTAH — Ine — Buy

GE CAPBK IN RETAILCD — None — Buy

STATE BK INDIA NEW YORK NY — None — Buy

GE CAP RETAIL BK DRAPER UTAH — Int/Div — Buy

AMERICAN EXP FED SVGS BK INSTL — None — Buy

GE CAP RETAIL BK DRAPER UTAH — None — Buy

BANK INTERNET USA SAN DIEGO CA — Int/Div — Buy

GECAPBK INCRETAILCD — None — Buy

GECAPBKINCCD — Int/Div — Buy

GE CAPRETAIL BK DRAPER UTAH — Int/Div — Buy

FIDELITY INVESTMENTS CASH ACCOUNT — Int/Div — Buy

H)JANNEY MONTGOMERY SCOT] LLC #1

CLEARBRIDGE VALUE — None

COLUMBIA MARS - STOCK — Int/Div

IVY ASSET STRAT — Int/Div — Buy (add'l)

MFSTILRETA — Int/Div

ROYCE PA MUTL CONSULT - STOCK — Int/Div

TAYLOR CAP A PERPTL PFD — Int/Div — Sold

JANNEY INSURED Swp — Int/Div

VASTRES AUTH - TAX EXEMPT OID — Int/Div

H)JANNEY MONTGOMERY SCOTT LLC #2

GLOBAL X CHINA FINANCIALS ETF — Int/Div — Buy

ISHARES — Int/Div — Buy

ISHARES — Sold

ISHS CORE S&P MDCP — Int/Div

MKT VECT INTRM MUN — Int/Div

PWRSH VRDO TAX FR WK — Int/Div

SECTOR ENERGY SELECT — Int/Div

SECTOR FINANCIAL SELECT — Int/Div — Buy

SECTOR TECHNOLOGY — Int/Div

SPDR S&P 500 — Int/Div

VANGUARD HEALTH CARE — Int/Div — Buy

WSDMTR JPN HEDG EQ — Int/Div

WSDMTR TRUST EUROPE HEADGE FUND — Int/Div — Buy

DOMINION VIRGINIA POWER — None — Sold

DOMINION VIRGINIA POWER [ — None — Sold

VIRGINIA 529 PREPAID PLAN #1 - 8 SEMESTER TIER — None

VIRGINIA 529 PREPAID PLAN #2 - 8 SEMESTER TIER 1 — None

VIRGINIA 529 PREPAID PLAN #3 - 8 SEMESTER TIER 1 — None

IRA #1 — Int/Div

CASH ACCOUNT

INVESCO EQUALLY WEIGHTED S&P FUND — Buy

ALLIANCE BERNSTEIN GLOBAL THEMATIC GROWTH FUND

COHEN AND STEERS INTERNATIONAL REALTY FUND

COLUMBIA MARSICO FOCUSD EQUITY FUND

FIRST TRUST FINANCIAL ALPHADEX ETF

FIRST TRUST INDUSTRIAL PRODUCER DURABLE ALPHADEX ETF — Buy

GOLDMAN SACHS MLP INCOME OPPORTUNITIES FUND

HENDERSON EUROPEAN FOCUS FUND — Buy

HENDERSON EUROPEAN FOCUS FUND — Buy (add'l)

CLEARBRIDGE VALUE FUND

CLEARBRIDGE SPECIAL INVESTMENT FUND

MILLER INCOME OPPORTUNITY FUND — Buy

LEGG MASON OPPORTUNITY FUND

MFS GROWTH FUND

MFS INVESTORS GROWTH FUND

PIMCO REAL RETURN FUND

PIMCO TOTAL RETURN — Sold

LS PIMCO INCOME FUND — Buy

WESTERN ASSET CORE BOND FUND

IRA #2 — Int/Div

CASH DEPOSIT ACCOUNTS

SCHWAB VALUE ADVANTAGE

SCHWAB DIVIDEND EQUITY FUND

SCHWAB FUNDAMENTAL US LARGE CO INDEX

SCHWAB MARKETTRACK GROWTH

SCHWAB S&P 500 INDEX FUND

SCHWAB TOTAL STOCK MKT INDEX

SCHWAB 1000 INDEX FUND

T ROWE PRICE RETIREMENT 2030 FUND

VANGUARD WELLESLEY INCOME FD INVESTOR SHARE

Agreement — 2013 — ORAL AGREEMENT WITH FORMER LAW FIRM TO RECEIVE COMPENSATION FOR LEGAL SERVICES RENDERED PRIOR TO BECOMING A JUDGE. NO CONTROL IN FORMER LAW FIRM.

Agreement — 2013 — ORAL AGREEMENT WITH SUCCESSOR CHAPTER 7 TRUSTEES TO RECEIVE COMMISSIONS EARNED FOR SERVICES PERFORMED PRIOR TO BECOMING A JUDGE. NO CONTROL OVER TRUSTEE CASES.

Liability — CITIMORTGAGE — MORTGAGE - EKP ASSOCIATES - RENTAL PROPERTY #1, RICHMOND, VA (PT VII, LINE 2)

Liability — CITIMORTGAGE — MORTGAGE - EKP ASSOCIATES - RENTAL PROPERTY #2/ RICHMOND, VA (PT VIL, LINE 2)

Liability — CITIMORTGAGE — MORTGAGE - EKP ASSOCIATES - RENTAL PROPERTY #3 RICHMOND, VA (PT VII, LINE 2)

Income — 2014 — TRUSTEE INCOME (GROSS) — SH0.000 00

PART VIL LINE 40 - VALUE IS BASED ON REFUNDABLE VALUE PROVIDED BY THE VIRGINIAS29 COLLEGE SAVINGS PLAN

PART VII, LINE 41 - VALUE IS BASED ON REFUNDABLE VALUE PROVIDED BY THE VIRGINIAS29 COLLEGE SAVINGS PLAN

PART VIL, LINE 42 - VALUE IS BASED ON REFUNDABLE VALUE PROVIDED BY THE VIRGINIAS29 COLLEGE SAVINGS PLAN

PART VIL, VARIOUS LINES - ON THE INITAL REPORT, ASSETS WERE LISTED UNDER JANNEY MONTGOMERY SCOTT LLC #2 THAT SHOULD

NOT HAVE BEEN LISTED. IN REVIEWING THE DATA WITH SUE IN THE COMMITTEE OFFICE, IT WAS DETERMINED THAT MANY OF THE

ASSETS THAT WERE LISTED ON THE INTIAL REPORT HAD A VALUE UNDER 51,000 AND INCOME UNDER $200. THE ASSETS THAT WERE

DELETED ORIGINALLY APPEARED ON THE INITIAL REPORT ON LINES 18-21: 23-29; 31; 36-37 AND 39.

PART VIL, LINES 49, 50 AND 72 - DOMINION VIRGINIA POWER AND PIMCO TOTAL RETURN WERE NOT LISTED ON THE INTITIAL REPORT

BECAUSE THEY WERE SOLD BETWEEN 01/01/14 AND THE END DATE OF 05/31/14. DOMINION VIRGINIA POWER WAS SOLD ON 01/17/14

AND PIMCO TOTAL RETURN (ACCORDING TO THE BROKER) WAS SOLD AT VARIOUS TIMES FROM 01/01/14 - 05/30/14 (THE 2014 REPORT

INDICATED THAT THE SALE TOOK PLACE 11/25/14; THAT HAS BEEN CHANGED TO REFLECT 05/30/14 - THE LAST WORKING DAY OF THE

INITIAL REPORT). THEREFORE, NEITHER DOMINION VIRGINIA POWER OR PIMCO TOTAL RETURN HAD A VALUE REPORTABLE ON THE

INITIAL REPORT,