Karon O. Bowdre

SN Real state Birmingham, Alabama — Rent

First Commercial Bank Acct — Interest

Fundamental Investors — Int/Div

Growth Fund of America — Int/Div

Morgan Stanley Private Bank NA (See Part vin — Int/Div

Clearbridge Value Trust (See Part VIII) — Int/Div

Microsoft Common Stock — Int/Div

Walmart Common Stock — Int/Div — Donated

Fundamental Investors Fund (IRA) — Int/Div

Growth Fund of America (IRA) — Int/Div — Sold (part)

New Perspective Fund (IRA) — Int/Div

Small Cap World Fund (IRA) — Int/Div

Cap World Growth& Inc. (IRA) — Int/Div — Buy (add'l)

Invest. Co. of America (IRA) — Int/Div

Wash. Mutual Inv. Fund (IRA) — Int/Div

Trust I IE >< Part VIII — Int/Div

Regions Bank Acct — Interest

Trust ll; I >: Part VIII — Int/Div

401({k)-Vanguard; See Part VIII — Int/Div — Buy (add'l)

Lawfirm Cap. Contrib: See Part VIII — None

111; I IRM : Sco Part VII — None

I'VE EE Scc Part VI — None

Memill Lynch Bank of America. N.A. Fund; See Part VIII — Interest

Merrill Lynch Bank of America, N.A. Fund; See Pant VIII — Interest

Perkins Fd - Small Cap & Value Fund (IRA) — Int/Div

T. Rowe Price Mid-Cap Growth Fund (IRA) — Int/Div

General Electric Co. Common Stock — Int/Div

Metlife (New England Financial) Perm. Life Ins. — Int/Div

T. Rowe Price Mid Cap Growth Fund — Int/Div

Capital World Growth — Int/Div

Capital World Growth — Int/Div

Real Estate Investment, Joint Venture, Panama City, FL — None

Amencan Fundamental Investors Class F — Int/Div

Fidelity Funds Cash Reserves — Int/Div

ING - Life Insurance Policy — Int/Div

LLC #3 - I Real estate mvestment Birmingham, AL — Distribution

New World Fund — Int/Div

T. Rowe Price Cap Apprec — Int/Div — Sold

American Tax Exempt Bond Fund CL-C — Int/Div — Buy (add'l)

Cap Inc Bldr FD CLC — Int/Div

Fundamental Inv. Inc — Int/Div — Buy (add'l)

New World Fund — Int/Div

Wells Fargo Co — Int/Div

Income Fund America — Int/Div

American Tax Exempt Bond Fund CLC — Int/Div — Buy (add'l)

Cap Inc. Bldr CLC — Int/Div

Cap World Growth & Inc — Int/Div

SPDR Gold Trust (b) — Int/Div — Sold

Bank of America. NA: See Part VIII — Int/Div

TD Bank USA FDIC Ins. Deposit Account — Int/Div — Sold

American Cent Equity Income Fd — Int/Div

American Bond Fund — Int/Div

Neuberger Berman Equity — Int/Div

American Century Equity Income — Int/Div

American Bond Fund of America — Int/Div

Neuberger Berman Equity — Int/Div

Managers Fremont Bond — Int/Div — Sold

Looms Sayles Bond Fund — Int/Div — Sold

Asia Pacific High Div (IAE) — Distribution — Sold

Cushing MLP Total Retum — Int/Div — Sold

Emerging Market Bond — Int/Div — Sold

First Commercial Bank — Interest

American Washington Mutual Investors — Int/Div

Nucor Corporation — Int/Div

Matthew Asa Pacific EQ — Int/Div — Sold

American Tax Exempt Bd Fd — Int/Div

American High Income Trust Fd — Int/Div

Janus High Yield Fund — Int/Div

Janus High Yield Fund — Int/Div — Sold (part)

Fidelity Adv Strategic — Int/Div

Janus High Yield Fd — Int/Div

Janus High Yield Fd — Int/Div

Bank of America, NA: See Part VIII — Interest

Aberdeen Asia - PAC — Int/Div — Sold

Deutsche Global: See Part VIII — Int/Div

Deutsche Global: See Part VIII — Int/Div — Buy (add'l)

Hartford Life Ins. Policy — Int/Div

SPDR Trust Short Term High Yield Bond FTF — Int/Div — Sold

Marrs and Power Growth Fund — Int/Div — Sold

Oakmark FDS Oakmark International — Int/Div — Sold

FPA Crescent Portfolio — Int/Div — Sold

Managers AMG Yacktman Fund — Int/Div — Sold

Vanguard Div. Apprec. ETF — Int/Div — Sold

First Commercial Bank: See Part VIII — Interest

Bank of America. NA; See Part VIII — Interest — Buy (add'l)

Smead Value Fund — Int/Div — Buy

American Capital Income Builder — Int/Div — Buy

Deutsche Global Infrastructure — Int/Div — Buy

Smead Value Fund — Int/Div — Buy

Trust V - Income Bene: See Part VII — Int/Div

Deutsche Global Infrastructure — Int/Div — Buy

Artisan (ARTIX) — Int/Div — Buy

Artisan (ARTIX) — Sold

Homestead Funds (HSCSX) — Int/Div — Buy

Homestead Funds (HSCSX) — Sold

Agreement — 2001 — Samford University (Defined Benefit Plan) - vested benefits mn plan of former employer

Reimbursement — Employment Lawyers Annual CLE Conference — Panel

Reimbursement — AT a Te ™ TTT he — in Federal Drug and ~~ Reentry Courts — travel, & meals

Reimbursement — Byme Judicial Clerkship Institute — 03/12/14 - 03/15/14 — Pepperdme School of Law — Instruct at Judicral Clerkship Seminar — Reimbursement for hotel, travel, & meals

Reimbursement — Annual Conference — 03726014 - 03/28/14 — Washington, D.C — FIC: Participate as Chiet Judge — Provision/Reimbursement for hotel travel. & meals

Reimbursement — SE, Chapter of American Board of Trial Advocates — 0502/14 - 0503/14 — Nashville, TN — Speaker on CLE Seminar Panel — Provision for hotel and meals

Reimbursement — New Chief Judge Onentation — 0507/14 < 05/09/14 — Washmgton, D.C — Participate as Chief Judge — Provision/Reimbursement for hotel, travel, & meals

Reimbursement — SDAL Bankruptcy Judgeship Interviews — 06/314 — Montgomery, AL — Participate in interview process as Chief Judge — Reimbursement tor travel

Reimbursement — Alabama State Bar Annual Meeting — 071014 -07/13/14 — Sandestin, FL — Speaker on CLE Program — Provision for hotel

Reimbursement — 2014 National Workshop for District Judges — 08/25/14 - 08/27/14 — Seattle, WA — Participant — Reimbursement for hotel, travel, cab, parking, & meals

Reimbursement — Federal Judicial Conference — 1204/14 < 12/05/14 — New York City, NY — Bankruptcy Basics for District Judges — Reimbursement for hotel, travel, parking, & meals

Spouse's income — 2014 — Self-Employed Law Practice

Trust | is a trust created

other than the reporting person [JN - ts asset is an interest in [RN . LLC. that 1s invested through

Merrill Lynch and Sterne Agee m manager directed inyestements,

Merrill Lynch manager accounts: Eagle Asset Managment SCG, Blackrock Equity Dividend Fund, Neuberger Int'l Core, Neuberger Berman Large Cap Growth,

Merill Lynch Personal Advisor Program and Perkins Janus MCV,

Sterne Agee & Leach manager accts: Boyd Watterson Fixed Income, Wealth Core SA Assets, WOM, Lakeshore Capital, W.H. Reaves & Co., Sterne Agee Prime

Cash Acct, Minneapolis Port Management and Dana Investments. Investment accts and allocations are selected by Merrill Lynch and Steme Agee & Leach

representatives,

Trust Mis a trust created JN other thin the reporting person JN 1ts asset is an interest in NNN . L1.C, that is invested through

Merill Lynch and Sterne Agee in manager directed investments (see above).

401k): (Line 19) Vanguard (Company trustee changed plan sponsor) © Investments are in Income Fund of America, Dodge & Cox Stock Fund, Vanguard 500

Index, Vanguard Mid Cap Value Index, Hartford Mid Cap, Vanguard Small Cap Index, Vanguard Intemational Value, Vanguard International Explorer, PIMCO

Total Return Instl, and PIMCO High Yield Instl, Contributions to the Plan and purchases by the Plan to preselected funds are made throughout the year.

Lawfirm Capital Contribution [IH is in the law firm of Wallace, Jordan, Ratliff & Brandt, LLC in Birmingham, AL.

Trust 111 owns a life insurance policy issued by Phoenix Mutual Life Insurance Company and stock issued by Phoenix Mutual,

Trust IV owns a life insurance policy issued by Northwestern Mutual Life Insurance Company.

Trust V is a trust created by [I other than the reporting person [IN 1's asset is an interest in [NNG_—_—___ . LLC that is invested

through Morgan Stanley directed investments and automatic programs, Trust V was overlooked in 2013 and should have been included in that earlier report,

Please consider this note an amendment of the 2013 report.

Previous line 5 (Merrill Lynch Bank Deposit Program) no longer met the minimum reportable threshold in 2014,

Previous line 10, Citibank Morgan Stanley Money Fund, changed names to Morgan Stanley Private Bank NA. The investment vehicle changed names without

direction from the account holder,

Previous line 11, Legg Mason Value Trust, changed names to Clearbridge Value Trust. The investment vehicle changed names without direction from the account

holder.

Previous lines 93 and 94, DWS RREEF Global, changed names to Deutsche Global. The investment vehicle changed names without direction from the account

holder.

Line 84 was overlooked in barely meeting the reportable threshold in 2013 and should have been included in that earlier report. Please consider this note an

amendment of the 2013 report.

Changes in cash sweep accounts by brokerage firms affected a name change for various lines including lines 5, 23, 24, 49, and 73.

Partial Sales mn some holdings did not change year-end category listings.

Deletion of some holdings in previous reported years caused the deletion of certain lines and effectuated a change in numbering for subsequent entries.