Rebecca Buehler Connelly

Bank of Botetourt savings account — Interest

Cornerstone Bank bank accounts (various accounts) — Interest

Comerstone Bank stock — Interest

SunTrust Bank (various accounts) — Interest

Amenpnse Money Market Acct — Interest

Amenprisc AIM Invesco Equity & Inc Fund — Int/Div

Ameriprise Columbia Funds Account — Int/Div

Amenpnse Columbia Pacific Mutual Fund — Int/Div

Ameriprise Columbia Acorn Thermostat CLA — Int/Div

Amenpnse Columbia Intermediate Municipal Bond CL A — Int/Div

Ameriprise Eaton Vance Diversified Currency Income CL A (see PartVII) — Int/Div

Amenprise Fidelity Advisor Emerging Markets CL A — Int/Div

Amenpnse Gabelli Asset Mutual Fund — Int/Div

Amerprise Goldman Sachs Rising Dividend Growth CL A — Int/Div

Ameriprise Legg Mason BW Global Opportunities Bond CL A — Int/Div

Amenprise Metropolitan West Total Bond CLM — Int/Div — Sold (part)

TRP Mid Cap Growth fund — Int/Div

TRP Spectrum Income fund — Int/Div

Vanguard Wellesley Inc Fund mutual fund — Int/Div

JP Morgan Income Builder fund UGTMA — Int/Div

Prudential Jennison Equity Income UGTMA — Int/Div

JPMorgan Income Builder UGTMA — Int/Div

Prudential Jennison Equity Income UGTMA — Int/Div

Janney Montgomery Sweep Acct — Interest

Alger Spectra CL € — Int/Div

Alger Spectra CL 1 — Int/Div

Baron Growth CL 1 — Int/Div

Columbia Acom EM Class Z — Int/Div

Fidelity Advisor Real Estate CL Z — Int/Div

Highmark Geneva Mid Cap Growth CL C — Int/Div

MFS Emerging Markets Debt CL B — Int/Div

MFS Intemational Value CL — Int/Div

Mainstay High Yield Corp Bond CL B — Int/Div

Oppenheimer Developing Markets CL C — Int/Div — Sold

Oppenheimer Global Opportunities Cl C — Int/Div

Oppenheimer Steelpath Alpha CL Y — Int/Div

PIMCO Income CL C — Int/Div

Principal Preferred Securities CL P — Int/Div

Prudential Global Real Estate CLZ — Int/Div

Putnam Diversified In CL Y — Int/Div — Sold

Sterling Capital Equity Income CL C — Int/Div

Touchstone Mid Cap CL Y — Int/Div

Yacktman Service CL X — Int/Div

Bank of Montreal Russell Index Note — Interest

Government 1 Bonds — Int/Div

Government I Bond — Int/Div

Gov Series EE Bonds — Int/Div

Govenment Series FE Bonds — Int/Div

Government Senes EE Bonds — Int/Div

Government Series EE Bonds — Int/Div

TIAA Cref Retirement Account — Int/Div

Virginia 529 Potomac Plan (age based) (no control) — Int/Div

Virginia 529 Chesapeake Plan (age based) (no control) — Int/Div

Reimbursement — NACTT — T172015-7/32015 — Salt Lake City, UT — Bankruptcy Education, Training and Meetings — lodging and transportation

Spouse's income — 2015 — The Montpelier Foundation Teaching fee

Spouse's income — 2015 — Washington and Lee University Salary

Spouse's income — 2005 — The Jack Miller Center for Teaching Honoria $1500