Lena M. James

UESP 529 FDIC Insured Savings — Int/Div

UESP 529 Public Treasurer's Invstmt FD — Int/Div

UESP 529 Customized Age Based — Int/Div

UESP Aged Based Aggrsv Dmsic — Int/Div

Bright Start 529 Blended Aged 15-17 — Int/Div — Sold

Charles Schwab Bank Checking — Interest

Wells Fargo Checking — Interest

Wells Fargo Savings — Interest

Wells Fargo Money Market — Interest

Charles Schwab Money Market — Int/Div — Buy (add'l)

Charles Schwab Money Market — Sold (part)

Power Shares DB Commodity Index — Interest — Sold (part)

Matthews China Fund — Int/Div — Sold (part)

DWS Emerging Mkt Equity Fund — Int/Div — Sold (part)

RBC Micro Cap Value FD (RMVIX) — Int/Div

Schwab 1000 Index Fund (SNXFX) — Int/Div

Schwab S&P S00 Index FD (SWPPX) — Int/Div — Sold (part)

Schwab S&P S00 Index FD (SWPPX) — Sold (part)

Vanguard Large-Cap ETF (VV) — Int/Div — Sold

Blackrock Euro Fund — Int/Div — Sold (part)

Davis Real Estate Fund — Int/Div — Sold (part)

DWS Latin American Equity Fund — Int/Div — Sold (part)

Northeast Investor Trust Fund — Int/Div — Sold (part)

Vanguard Small Cap Value ETF (VBR) — Int/Div — Sold

Munder Midcap Core Growth Fund — None — Sold

PIMCO Emerging Market Bond Fund — Int/Div — Sold (part)

Wells Fargo Advantage Asia Pacific FD — Int/Div — Sold (part)

Vanguard FTSE Emerging Fund — Int/Div

Vanguard Growth Fund — Int/Div

Northwestern Mutual Whole Life — Int/Div

Vanguard Precious Metals and Mining — None — Buy

Vanguard Prime Money Mkt Fund — Int/Div — Buy

Vanguard Prime Money Mkt Fund — Sold (part)

Vanguard Prime Money Mkt Fund — Sold (part)

Vanguard Prime Money Mkt Fund — Sold (part)

Vanguard Prime Money Mkt Fund — Sold (part)

Vanguard Prime Money Mkt Fund — Sold (part)

Vanguard Prime Money Mkt Fund — Sold (part)

Vanguard REIT Index Fund Adm — Int/Div — Buy

Vanguard Retirement 2035 — Int/Div — Buy

Vanguard Retirement 2035 — Buy (add'l)

Vanguard Retirement 2035 — Buy (add'l)

Vanguard Retirement 2035 — Buy (add'l)

Vanguard Retirement 2035 — Buy (add'l)

Vanguard Retirement 2035 — Buy (add'l)

Reimbursement — Middle District Bankruptcy Seminar — 4/24/14-4726/ 14 — Southern Pmes, NC — Legal CLE (teach) — transportation, meals, lodging

Spouse's income — 2014 — Winston-Salem Forsyth County Schools - salary

1) Part I, line 1 - Position term completed.

2) Part V1, Tine | - Navient is a successor to the Sallie Mae student loan which was listed on previous report,

3) Part VIL, lines 15,16,17,19.24 - Family and fund name added to information contained in previous report, per "Highlights to the Financial Disclosure

Instructions”, first bullet point in Reminders section.