Kathleen Thompson

Sun Life Financial (whole life common shares) — Int/Div

Wells Fargo Bank — Interest

RA # Edward Jones

TEAAPL — Int/Div

Edward Jones IRA #2

DODIX — Int/Div — Buy

DODIX — Buy

DODIX — Sold (part)

DODFX — Int/Div — Sold (part)

NAMAX — Int/Div — Sold (part)

EIBIX — Int/Div — Buy

HDGIX — Int/Div — Sold (part)

LTRFX — Int/Div — Sold

LSHX — Int/Div — Buy

LSHIX — Sold

MEIIX — Int/Div — Sold (part)

MENX — Sold (part)

WOBDX — Int/Div — Sold

WOBDX — Buy

WOBDX — Sold (part)

IGLIX — Int/Div — Sold (part)

IFMXX — Interest — Buy

OIBYX — Int/Div — Sold

TGVIX — Int/Div — Sold (part)

TGVIX — Sold (part)

PRDGX — Int/Div — Sold (part)

MCFDX/MPAFX — Int/Div — Sold

CRSOX — Int/Div — Buy

TMWTIX — Int/Div — Buy

TTPROIX — Int/Div — Buy

CWBFX — Int/Div

SAGIX — Int/Div — Buy

SAGIX — Sold (part)

MFEIX — Int/Div — Buy

MFEIX — Sold (part)

MINIX — Int/Div — Buy

MINIX — Sold (part)

MGOYX — Int/Div — Sold (part)

HLLVX — Int/Div — Buy

HLLVX — Buy

DISRX — Int/Div — Buy

DISRX — Sold (part)

TGBAX — Int/Div — Buy

TGBAX — Buy

EVHIX — Int/Div — Buy

HLLVX — Buy

WBFFX — Int/Div — Buy

BBTBX — Int/Div — Buy

BRTBX — Buy

Section 1. The only asset in Trust #1 is [G__——

Section VII, Investments and Trusts

**=un usset as of 1231/13

Line 4- Lists the only asset APPL in IRA #1 Edward Jones

Line 5- This is a heading for the assets in IRA #2 Edward Jones that are listed on Line 6 and following.

Former Line 9 reported on FDR 2012 as BAGIX was all sold in 2012 as reported on FDR 2012.

Former Line 33 reported on FDR as MCFDX (Managers Cadence Capital Appreciation Fund) appears on account records as MPAFX (Managers Cadence Capital

Appreciation Fund) in 2013; all sold as of 2/12/13.

Former line 38 reported on FDR 2012 as FHAIX (purchased 6/27/2012) should have been reported as FVHIX; the proper symbol has been confirmed by reference

to a confirmation trade sheet for 2012.

Response to your letter of inquiry of June 30, 2014:

Your letter states that the assets described us "Cba Aggressive Growth" and "MFS Growth Fund CI 1" were listed in Part VII, page 6, lines 39 and 40 on my prior

report for 2012 but are not listed on my report for 2013. The symbol for Cha Aggressive Growth is SAGIX. SAGIX is listed on the current report (2013) at lines

32 and 33. The symbol for MFS Growth Fund CI | is MEX. MEIIX is listed on the current report (2013) at lines 16 and 17,