Rebecca Buehler Connelly

Bank of Botetourt savings account — Interest

Cornerstone Bank CD pm — Interest

Cornerstone Bank CD pn [ — Interest

Comerstone Bank CD pm — Interest

Cornerstone Bank stock pmo — Interest

Cornerstone Bank savings account pm — Interest

SunTrust Bank joint money market bank account — Interest

SunTrust Bank jomt checking account — Interest

Ameriprise Money Market Acct — Interest

Ameriprise AIM Invesco Equity & Inc Fund — Int/Div

Ameriprise Columbia Funds Account — Int/Div — Sold (part)

Amenprise Columbia Pacific Mutual Fund — Int/Div

Ameriprise Columbia Mid Cap Growth Fund CL A — Int/Div — Buy

Ameriprise Columbia Acom Thermostat CLA — Int/Div — Buy

Ameriprise Columbia Intermediate Municipal Bond CL A — None — Buy

Ameriprise Eaton Vance Floating Rate CL A — Int/Div — Buy

Ameriprise Fidelity Advisor Emerging Markets CL A — Int/Div — Buy

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

Ameriprise Gabelli Asset Mutual Fund — Int/Div

Ameriprise Goldman Sachs Rising Dividued Growth CL A — Int/Div — Buy

Ameriprise Metro West Bond Fund — Int/Div — Sold

Ameriprise Putnam US Gov Inc Mutual Fund — Int/Div — Sold

Ameriprise Quaker Mid Cap Value Fund — Int/Div — Sold

Ameriprise Virtus Small Cap Core Fund — Int/Div — Sold

TRP Mid Cap Growth fund — Int/Div

IRP Spectrum Income fund — Int/Div

Vanguard Tax Mangd Balanced Fund — Int/Div — Sold

Vanguard Target Ret 2015 mutual fund — Int/Div — Sold

Vanguard Target Ret 2020 mutual fund — Int/Div — Sold

Vanguard Vanguard Balanced Index mutual fund — Int/Div — Sold

Vanguard Wellesley Inc Fund mutual fund — Int/Div

Vanguard Wellington Fund mutual fund — Int/Div — Sold

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 C — Int/Div

Alger Spectra CL — Int/Div — Buy

Baron Growth CL — Int/Div — Buy

Columbia Acorn EM Class Z — Int/Div — Buy

Highmark Geneva Mid Cap Growth CL € — Int/Div

MFS Emerging Markets Debt CL B — Int/Div

MFS International Value CL — None — Buy

Muainstay High Yield Corp Bond CL B — Int/Div

Oppenheimer Developing Markets CL C — Int/Div

Oppenhemmner Global Opportunities C1 € — Int/Div

Oppenheimer Steelpath Alpha CL Y — None — Buy

PIMCO Income CL C — Int/Div

Putnam Diversified In CL Y — None — Buy

Sterling Capital Equity Income CL ( — Int/Div

Yacktman Service CL X — None — Buy

Bank Montreal Autocallable Note — Interest — Redeemed

Bank Montreal Autocallable Note new note purchased 2013 — None — Buy

Government Bonds — Int/Div

Government Bond — Int/Div

Gov Series EE Bonds — Int/Div

Govenment Series EE Bonds — Int/Div

Government Series 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

Spouse's income — 2013 — Rowman and Littlefield rovalty S61 42

Spouse's income — 2013 — Washington and Lee University Salary

Part VII Investments and Trusts line 53. The Bank of Montreal Note was redeemed. A new Bank of Montreal note was purchased with the proceeds. Thus the

current value at the end of the period for line 53 is <0- but on line 54 the value of the new Bank of Montreal note is reported.