Helen E. Burris

checking account South Caroling Bank & Trust — Interest

Tr#l South Carolina Bank & Trust checking — Interest

Tr#2, Russell Frank Inv. Co. Lifepoints Fund Conserv, — Interest

Russell Frank Inv. Co. Lifepomts Fund Growth Strategy Relax — Int/Div — Sold (part) — to line 22

ING USA Annuity and Life Insurance Co. — None

NW Mutual Whole Life Cash Value #1 — Int/Div

NW Mutual Whole Life Cash Value #2 — Int/Div

1 Pumam Investments New Opportunities Fund Class A&B — None — Closed — VII

2 Pumam Investments New Opportunities Fund Class A&B — None

checking, South Carolina Bank & Trust — Interest

401K Fiudehty Freedom 2030 Fund — Int/Div

savings, South Carolina Bank & Trust — Interest

NetReit Real Estate Investment Trust — Int/Div

IRA American Funds (see Part VID

American Funds-EuroPacific Growth Fund- B — Int/Div

American Funds-The Investment Company of America A — Int/Div

American Funds-The Investment Company of America B — Int/Div

American Funds-lucome Fund of America A — Int/Div — Open

American Funds-Income Fund of America B — Int/Div — Sold (part) — for line 18

American Funds-American Balanced Fund B — Int/Div

Future Scholar 529 College Savings Plan. Inc& Growth Stat Dir — Int/Div — Open

Behringer Harvard Multifamily REIT 1 Inc — Int/Div — Open

X) Rental Property #1 Greenville SC — Reat

Co-trustee Trust #1 and Trust #2, See Part VII

Liability — FIA Card Services — credit card

Liability — Former dependent’s student loans, lender and amount unknown to me — not derived from my assets, income or activities, no specific knoledge of the loans. value code 1s est.

Reimbursement — South Caroling Bar Association — 0120-1723 — Hilton Head Island, SC — CLE/Bar convention — registration waived, some meals

Reimbursement — National Conference of Bankruptcy Judges — 403.405 — Palm Desert, CA — NCBJ Mid-Year Meeting — lodging, some meals and transportation

Reimbursement — South Caroling Bankruptcy Law Association — 5/20.5/22 — Myrtle Beach, SC — Speak at CLE — lodging, some meals, registration waived

Reimbursement — American Bankruptcy Institute — 27-7130 — Kiawah Island, SC — Speak at CLE — lodgmg, some meals and transportation

Reimbursement — Dete Salada ade — ERIE A OCR ON tiie) and leading roundtable discussions

Reimbursement — South Carolina Defense Trial Attorneys Association — 113-1176 — Amelia Island, Fl — Annual seminar (speaker) — lodging, some meals and transportation

Reimbursement — South Caroling Defense Traal Attormeys Association — 06103-0608 — Amelia Island, Fl — busmess travel wispouse — shared room and my portion of meals

Spouse's income — 2011 — Employment with Tumer Padget Graham & Laney

V1(2) Formerly guardian of this student, now an adult

V1i(4) $20,000 sold and reinvested in VII(22)

VII(8) Account maintained

funded by and controlled

. They cashed out in December 2011 for college expenses

VII(14-20)previously disclosed at line 7 in 2010 as "IRA American Funds" with additional detail at Part VII, Prior detail included "VSR Financial Services,

Inc., Providence Wealth Advisors, invested in The Investment Company of America-A and B funds. Euro Pacific Growth Fund Class B, American Balanced

Fund Class B." The Income Fund of America-B was inadvertently omitted from the detail in 2010. Share exchange by fund manager in 2011 also resulted in the

addition of The Income Fund of America-A.

VIL(21) account opened in 2011 (no control)

VII(23) previously disclosed in [TTA