Amy Berman Jackson

19. — istmbution

FABLX (X) — Int/Div

SGOVX (X) — Int/Div

OEGAX (X) — Int/Div

BRECX — Int/Div

ECHSX — istmbution

73, — Int/Div

FAVCX — Int/Div

FBTCX — Int/Div

LGVAX — Int/Div

OEGCX — Distribution

HWLAX — Int/Div

RFCI7A — None

MCFGX — istnbution

31 — Int/Div

MDFGX — istmbution

MCLOX — Int/Div

FECGIX — Int/Div

FNICX — Int/Div

Rh — istmbution

FERCX — Int/Div

8 — Distribution

GIFTS IN 2014

ODVYX — Int/Div

MICSX — Int/Div

Capital One (formerly Chevy Chase Bank) — Interest

Captial One Young Savers Accounts — Interest

CD Captial One, 13 month - #1 — Interest

CD Captial One, 13 month - #2 — Interest — Matured

Trout Cacheris Capital Account — Distribution — Distnbuted

DC College Savings Plan 17+ — None

DC College Savings Plan 17+ — None

State of Israel Bonds — Interest

Wells Fargo bank account — Interest

SCHAWB ACCOUNTS:

Schwab Money Market Fund — Interest

FPCIZ — Int/Div

13 — Distribution

SGX — Int/Div

15. — Distribution

ISTIX — Distribution — Sold (part)

TTRZX — Int/Div — Sold

21 — Distribution

MFLDX — Int/Div

YACKX — Int/Div — Sold (part)

24 — Distribution

VIG — Int/Div

GLRIX — Int/Div

i". — Distribution

WABIX — Int/Div — Buy

29 — istmbution

WHGIX — Int/Div — Buy

1 — Distribution

EIGMX — Int/Div — Sold

MWCIX — Int/Div — Buy

LLDYX — Int/Div

VDIGX — Int/Div — Sold (part)

RO — Distribution

HIEMX — Int/Div

as. — Distribution

AEDYX — Int/Div — Buy

AEDYX — Distribution — Buy (add'l)

BPIRX — istnbution — Buy

VSCSX — None — Buy

ODVYX(Y)

HIEMX (Y)

ISTIX(Y)

YACKX (YY)

VIG(Y)

VDIGX (Y)

NMCIX(Y)

AEDYX(Y)

SGHUX(Y)

MFLDX(Y)

MICSX (Y)

TTRZX(Y)

FPCIZ L(Y)

GLRIX(Y)

WABIX(Y)

WHGIX(Y)

EIGMX (Y)

MWCIX (LY)

THOPX(Y)

LLDYX(Y)

SMAIX(Y)

VSCSX(Y)

Schwab Money Mkt (Y)

MERRILL LYNCH ACCOUNTS:

ML Bank Dep Prog/IAXX - FIA Card SVS NA RASP MONEY MKT — Interest

CWGCX — Int/Div

MDLOX — Int/Div

0. — Iistnbution

ML Bank Dep - FIA Card (X) — Interest

Cecil Cnty (X) — Interest

Avon Products (X) — Interest — Sold

ABALX (X) — Int/Div

AGTHX (X) — Int/Div — Buy (add'l)

9s — istnbution

MDLOX (X) — Int/Div

97 — Distribution

LGVAX(X) — Int/Div — Buy (add'l)

99 — Distribution

ETHSX (X) — Int/Div — Buy (add'l)

SRVEX (X) — Int/Div

MetLife Inc. Pid. (X) — Int/Div — Sold

UTXPRA (X) — None — Sold

INHERITED:

ML Bank Deposit - FIA Card (X) — Interest

Goldman Sachs Group (X) — Interest

ABALX (X) — Int/Div

AGTHX (X) — Int/Div — Buy (add'l)

ne — Distribution

MDLOX (X) — Int/Div

LGVAX(X) — Int/Div — Buy (add'l)

113. — Distribution

ETHSX (X) — Int/Div — Buy (add'l)

SRVEX (X) — Int/Div

CVTRX (X) — Int/Div

Agreement — 2008 — Trout Cachens Am. & Restated Operat’g Agrm't provides payout of withdrawmg Member's Capital Acct over 3 years (no control). Payout began 2011 and ended 2014.

Concerning VII. Investments and Trusts:

Line 5: Trout Cacheris Capital Account was being paid out quarterly over a three year period, in increments of $8250, per the Operating Agreement. Final

payment of balance paid in Feb. 2014.

Line 9: Wells Fargo bank account on line 9 now consists of the Wells Fargo bank account on line 88 of the 2013 FDR and what was previously the Wachovia

Bunk - joint account with relative on line 87 of the 2013 FDR. Wachovia becamse Wells Fargo, and the account is no longer joint since relative is deceased,

Line 43-65: Assets held in 2013 by then-spouse; divorce became final during the reporting period.

Lines 80-89: 2013 FDR showed the six assets at lines 80-89 above as "Sold" but they should have been reported as "Sold (part). The parts of these assets that

were sold in 2013 were held in an IRA that belonged to my then-spouse, and 1 continue to own the parts of these assets that weren't sold.

Lines 91-104: Gifts from family member were received in 2014 and therefore were not shown on 2013 FDR.

Lines 106-120: Assets recevied in 2014 through inheritance.