Keith L. Phillips

ALLIANCE BERNSTEIN GLOBAL THEMATIC GROWTH FUND

RENTAL PROPERTY #1/RICHMOND. VA 2002 - $36,750 (5076) — Rent

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

BLVD. LLC (50% OWNERSHIP) — Distribution

WELLS FARGO - CHECKING ACCOUNT — Int/Div

BB&T #1 «- CHECKING ACCOUNT — None

BB&T 22 - CHECKING ACCOUNT — None

FIDELITY INVESTMENTS — Int/Div

H)JANNEY MONTGOMERY SCOTT LLC #1

CLEARBRIDGE VALUE — None

COLUMBIA MARS - STOCK — Int/Div

IVY ASSET STRAT — Int/Div

MFSTTL RETA — Int/Div

ROYCE PA MUTL CONSULT - STOCK — Int/Div

TAYLOR CAP A PERPTL PFD — Int/Div

JANNEY INSURED Swp — Int

VASTRES AUTH - TAX EXEMPT OID — Int/Div

H)JANNEY MONTGOMERY SCOTT LLC #2

DREYFUS CASH MANAGEMENT FUND — Int/Div

ETFS PALLADIUM TRUST — None

F1 FTSE EN DEV — Int/Div

ISHS US INDUSTRIALS — Int/Div

ISHS CORE S&P MDCP — Int/Div

ISHS MSC EUROPE FINANCIALS — Int/Div

ISHS MSC GERMANY — Int/Div

ISHS MSCHITALY CPD — Int/Div

ISHS MSCI MEXICO — Int/Div

ISHS MSCIUNITED KINGDOM — Int/Div

ISHS RUSS 2000 INDX — Int/Div

MKT VCTR VIETNAM — Int/Div

MKT VECT INTRM MUN — Int/Div

PIMCO INTRM MUN BD — Int/Div

PWRSH VRDO TAX FR WK — Int/Div

SECTOR ENERGY SELECT — Int/Div

SECTOR TECHNOLOGY — Int/Div

SPDR S&P 500 — Int/Div

SPDR BARC S'TMLULN — Int/Div

SPDR S&P REGL BNKG — Int/Div

WSDMTR JPN HEDG EQ — Int/Div

WSDMTR ELRO S/C DIV — Int/Div

VIRGINIA 529 PREPAID PLAN #1 - 8 SEMESTER TIER 1 — 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

COHEN AND STEERS INTERNATIONAL REALTY FUND

COLUMBIA MARSICO FOCUSD EQUITY FUND

FIRST TRUST FINANCIAL ALPHADEX ETF

FIRST TRUST INDUSTRIAL PRODUCER DURABLE ALPHADEX ETF

GOLDMAN SACHS MLP INCOME OPPORTUNITIES FUND

HENDERSON EUROPEAN FOCUS FUND

CLEARBRIDGE VALUE FUND

CLEARBRIDGE SPECIAL INVESTMENT FUND

MILLER INCOME OPPORTUNITY FUND

LEGG MASON OPPORTUNITY FUND

MFS GROWTH FUND

MFS INVESTORS GROWTH FUND

PIMCO REAL RETURN FUND

PIMCO INCOME FUND

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

TROWE PRICE RETIREMENT 2030 FUND

VANGUARD WELLESLEY INCOME FD INVESTOR SHARE

OFFICER & DIRECTOR, WESTHAMPTON T1TLE AGENCY. INC

CHAPTER 7/CHAPTER 1 TRUSTEE, RICHMOND, VA PANEL

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 VIL, 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 VIL LINE 2)

Income — 2012 — TRUSTEE INCOME (GROSS) — SS8.000.00

Income — 2013 — TRUSTEE INCOME (GROSS) — $112,000.00

Income — 2014 — TRUSTEE INCOME (GROSS) — S50.000 00

Spouse's income — 2012 — MASS. MUTUAL LIFE INSURANCE COMPANY - EARLY PENSION DISTRIBUTION

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