Randal S. Mashburn

Bank of America (Accounts/CDs) — Interest — Exempt

Bank of Nashville (Accounts'CDs) — Interest

Capital Bank (Accounts/CDs) — Interest

Capstar Bank (Accounts/CDs) — Interest

Civic Bank & Trust (Accounts/CDs) — Interest

Community First Bank & Trust (Accounts CDs) — Interest

Cornerstone Financial (Accounts'CDs) — Interest

Fifth Third Bank (Accounts/CDs) — Interest

First Tennessee Bank (Accounts/CDs) — Interest

Pinnacle National Bank { Accounts/CDs) — Interest

Regions Bank (Accounts/CDs) — Interest

Reliant Bank (Accounts/CDs) — Interest

SunTrust Bank { Accounts/CDs) — Interest

First Farmers & Merchants Bank (Common Stock) — Int/Div

UBS Brokerage Account (Details Below)

America Movil SAB. De CV, (Common Stock) — Int/Div

BHP Billiton Ltd. (Common Stock) — Int/Div

Bank of America (Common Stock) — Int/Div

BP PLC (Common Stock) — Int/Div

EQT Corp (Common Stock) — Int/Div

Express Scripts Holding Co. (Common Stock) — None

Exxon Mobil Corp. (Common Stock) — Int/Div

Frontier Communications Corp. (Common Stock) — Int/Div

General Electric Company (Common Stock) — Int/Div

Genuine Parts Co. (Common Stock) — Int/Div

Microsoft Corp. (Common Stock) — Int/Div

Pepsico Inc. (Common Stock) — Int/Div

Pfizer Inc. (Common Stock) — Int/Div

QEP RES Inc. (Common Stock) — Int/Div

Questar Corp. (Common Stock) — Int/Div

Rackspace Hosting Inc. (Common Stock) — None

SunTrust Bank (Common Stock) — Int/Div

Verizon Communications Inc. (Common Stock) — Int/Div

Walmart de Mexico S.A.B. de CV (Common Stock) — Int/Div

Walmart Stores Inc. (Common Stock) — Int/Div

Walgreen Co. (Common Stock) — Int/Div

Alger Spectra Fund Class C (Mutual Fund) — Int/Div

American Funds Tax Exempt Bond Fund (Mutual Fund) — Int/Div

American Funds Euro Pacific Growth Fun (Mutual Fund) — Int/Div

Templeton Global Income Fund (Mutual Fund) — Int/Div

FT-Franklin Federal Fund (Mutual Fund) — Int/Div

Johnson city TN Bonds (Govt. Bonds) — Interest

Metro Govt. Nashville/Davidson 592112 (Govt, Bonds) — None

Metro Govt. Revenue Bonds 592090 (Govt. Bonds) — Interest

Metro Govt. Nashville/Davidson 5920137 (Govt, Bonds) — Interest

Blount County Tenn. Public Bonds (Govt. Bonds) — Interest

State of Texas Bonds 21 (Govt. Bonds) — None

Hamilton County Tenn. Bonds (Govt Bonds) — Interest

Texas State Trans/Comm Bonds (Govt Bonds) — Interest

State of Texas Bonds #2 (Govt. Bonds) — None

Metro Govt. Nashville Sinking Fund £02041 (Govt. Bonds) — Interest

Knoxville Tenn. Waste Water Bonds (Govt. Bonds) — Interest

New York Municipal Water Fin. Auth (Govt, Bonds) — Interest

Tennessee State Bonds SR (Govt. Bonds) — Interest

Tennessee State Bonds Assur (Govt Bonds) — Interest

Texas A&M Univ. (Govt. Bonds) — None

Williamson County TN Bonds {Govt Bonds) — Interest

UBS Money Market Account — Interest

UBS Brokerage Account - Roth IRA (Details Below)

Lincoln Life Annuity — Int/Div

Nationwide Annuity — Int/Div

Ohio National Annuity — Int/Div

UBS Brokerage Account - Roth IRA (Spouse ¥ Details Below)

Genworth Life Annuity — hy

Lincoln Life Annuity — Int/Div

Nationwide Annuity — Int/Div

Ohio National Annuity — Int/Div

First Eagle Global Fund (Mutual Fund) — Int

UBS Brokerage Account - Educational Trust (Details Below)

UBS Money Market Account — Interest

Alger Spectra Fund — Int/Div

American Funds Euro Pacific Growth Fund — Int/Div

Franklin Utilities Fund — Int/Div

MFS Utilities Fund — Int/Div

Royce Special Equity Fund — Int/Div

Delaware Diversitfied Income Fund — Int/Div

FT Templeton Global Bond Fund — Int/Div

American Funds Income Fund of America — Int/Div

UBS Brokerage-529 College Fund #1 (Details Below)

Growth Fund of Amenca — Int/Div

Bond Fund of America — Int/Div

American Balanced Fund — Int/Div

Capital Income Builder Fund — Int/Div

UBS Brokerage-529 College Fund #2 (Details Below)

Growth Fund of Amenca — Int/Div

Bond Fund of America — Int/Div

American Balanced Fund — Int/Div

Capital Income Builder Fund — Int/Div

Northwestern Mutual Single Premium Insurance/ Annuity — None

Broward County FL Schoool Bonds (Govt Bonds X Northwestern) — Interest

Hartford 401K Plan (Details Below)

MFS Limited Maturity Fund — Int/Div

MFS Conservative Allocation Fund — Int/Div

MFS Moderate Allocation Fund — Int/Div

American Century Money Market Account — Int/Div

Maury County TN Farm pm interest in family farm) — Rent

Center Hill Lake TN Undeveloped Real Estate — None

Sharcholder/ Attorney, Baker, Donelson, Bearman, Caldwell & Berkowitz (Law Firm)

Trustee, Educational Trust (for furmly member)

Director, Nashville Conflict Resolution Center (non-profit organization)

Chapter 11 Bankruptcy Trustee, Court-Appointed Trustee in bankruptcy cases before being appointed judge

Liability — Bank of America — Credit Card (paid in full monthly)

Income — 2012 — Baker, Donelson, Bearman, Caldwell & Berkowitz (former employer) lawfirm) — $253,510.00

Income — 2011 — Baker, Donelson, Bearman, Caldwell & Berkowitz (former employer lawfirm) — $370,376.00

Income — 2010 — Baker, Donelson, Bearman, Caldwell & Berkowitz (former employer! lawfirm) — $292,718.00

1. Since this 1s an initial filing, | did not report Reimbursements or Gifts.

2. Since this is an initial filing, I did not report on Transactions.

3. With regard to the Roth IRAs and the 529 Educational accounts, the amounts listed in Column B are based on net changes in value since the reports received do

not provide sufficient information to determine how much of the overall change in value is attributable to income versus market valuation. In the case of the 401k,

even though there were no actual distribtions, the amounts listed in Column B are based on the actual figures attributable to accrued and reinvested dividends and

interest, since the reports for those accounts provide sufficient detail to make the calculations. No actual distributions were made from the IRAs, 401k or 529

accounts and no income received, Rather, all funds remained in the accounts pursuant to applicable tux regulations,

4. The two 529 College funds reflected in the Investments and Trusts section were set up through the Commonwealth of Virginia 529 program and are handled

through a brokerage account at UBS Financial Services, Inc. The particular mutual funds in which the money is invested are identified on lines 81-84 and 86-89.