Paul W. Bonapfel

Motorola Solutions. Inc — Int/Div

Cisco Systems Common — Int/Div

Touchmark Bancshares. Inc. Common — None

First Landmark Bank Common — Int/Div

Wells Fargo Bank - Bank - Accounts — Interest

US Savings Bonds — None

Assoc. Cred. Union - Accounts and Time Deposits — Interest

Atlanta Investment Partners — Int/Div

Mass. Mutual Whole Life — Int/Div

IRA Account 2 (Morgan Stanley, Custodian) (Hy

Morgan Stanley Bank — Interest

Arrow DWA Tactical A Mutual Fund (DWTXF) — Int/Div

Chevron Corp Common — Int/Div

At Ga Water & Wastewater Rev Ser A (MB-14) — Interest — Redeemed — Public

Douglas Cnty Ga Genl Oblig Sales Tax (MB 14 (3CKS) — Interest — Redeemed — Public

Fulton Co. Ga Dev Auth Rev Fulton Cnty GA (MB-18) — Interest

Col. Ga Bldg Aut Leas Rev Cap Impt ReflLease RevA (MBI1S) (2HMB) — Interest

Newnan Ga Wir Sew & Lt Ser A (MB 16) — Interest

Monroe Ga (MB 17) — Interest

Atlanta Water (MB 16) — Interest — Redeemed — Public

Decatur Ga Genl Oblig (MB 16) (9DW2) — Interest

GaSt Rd &Tollway Auth Fed Hwy Grant Antic Rev A (MBI6XMCOGY) — Interest

Berrien Cuty Ga Sch Dis OID (MB 17) (2AUY — Interest

Cobb County Wir & Sewer Impt Rev (MB I1THSVYWO) — Interest

GaStGO Ref-C (MB 17)1(4D%6) — Interest — Redeemed — Public

Ga St GO Ref-C (MB 17) (4D45)(X) — Interest — Redeemed — Public

Dahlonega Ga Dwntwn RV CTFG (MB 17) — Interest

Gwinnett Cnty Ga Sch Dist Ref (MB 18) (5A50) — Interest

Clayton Cnty & Clayton Cnty Ga Wir Auth (MB IR) (6XJ4) — Interest

Georgia St Genl Oblig Ref-1 (MB 18) (4P)9) — Interest

Georgia St (MB 19) (4XE1) — Interest

Columbia Cnty Ga Genl Oblig Ser-D (MB 19 (0EM6) — Interest

Georgia St Genl Oblig Ser-D (MB 19) (4LBO) (See Part VIII) — Interest

Lee County GA Sch Dist - B (MB 18) (2BZ9) — Interest

GaStRd & Thwy (MB 19) (MCL) — Interest

Habersham Cnty Ga Hosp Auth Rev Antic CTFS (MB 19) — Interest

Gwinnett Cnty Sch Dist Ref (MB 20) (5A84) — Interest

Decatur Co Sch Bldg Auth (MB 20) — Interest

Georgia St Genl Oblig Ref Ser-1 (MB 21) 14PPs) — Interest

Metro Atlanta Rapid Tran Auth Ga Sales Tax Rev Ref (MB 21)(5A95) — Interest

Gwinnett Cnty Ga Wir & Sew Auth Rey Ser-A (MB 21H (OGWS) — Interest

Habersham Cnty Ga Hosp Auth Rev Antic CTFS (MB 21) — Interest

Georgia St Genl Oblig Ref E-2 (MB 21) (AVTO) — Interest

Fayette Cnty Ga Pub Facs Au Rev Ref Crim Justice Cur PJ (MB 22) (4CJ5) — Interest

Gwinnett Cnty Ga Dev Auth Rev Arena Prkg (MB22) (OBLS) — Interest

Atlanta & Fulton Canty Rec Auth (MB22) {ILBS) — Interest

Morgan Stanley Bank - Accounts — Interest

GA Rd Reimbursement (MB 19) (6BG6) — Interest

Clark Cnty Ga Hosp Au Rev (MB 14) (FAG) — Interest — Redeemed — Public

Atl Ga DV Au Stu HSG RV (MB 16) (LALO) — Interest

Gwinnett Co Wir & Swr Ga Rev (MB 15) (OEF4) — Interest

Gulf CoFl Gas Tax RVIMB 17) — Interest

Sumter Cnty Ga Sch Dist (MB 17) — Interest

Mun Elec Auth Ga Proj 1-D-1 (MB 15) (MEAG) (SPO) — Interest

Ga St Rd & Thwy Fd Hwy Grant (MB 14) (TAKE) — Interest — Redeemed — Public

Metro Atl. Rap. Tran Au (MB 20) (SA46) — Interest

Gwinnett County Ga School Dist Ref (MB-23)(5B42) — Interest

GA St. Genl OBLIG Ser B (MB 23) (3W61) — Interest

Cobb Co. Ga Wir & Sew Rev (MB 23) (SWC) — Interest

Cherokee Cnty Ga Wir Sew Auth Rfgd Impt OID (MB 23) (3HS9) — Interest

Forsyth Co. Ga Genl OBLIG-A (MB 24) 13DW3) (See VII — Interest

Ga St Genl OBLIG- Ser B (MB 25) (4JP2) — Interest

Henry Co Ga Sch Dist (MB 16) — Interest — Redeemed — Public

Chatham Cnty Ga. Sch. Dist Ref (MB-15) 12FEO) — Interest

Fayette Cnty Ga Pub Facs Auth Rev (MB 18) (4CEB) (See VII — Interest

Peachtree City Ga. Wir & Sewer Au (MB 200 (SCH3) — Interest

Main St Nat Ga Proj Ser A (MB 18) YBBO) — Interest

Ga St. Rd & Tlwy Fd. Hwy Grant (MB 18) (TAPS) — Interest

Gwinnett County GA Dev Auth. (MB 20) (OBJ) — Interest

St Johns Co FI Sch Bd Cfs Prin Rev (MB 15) — Interest

Cobb Cnty Ga Wir & Sew Rev (MB 18) (SVXS) — Interest

Gwinnett Cnty Ga Wir & Sew Auth Rey (MB IS) (0JL6)Y — Interest

Forsyth Cnty G OID Genl Oblig A (MB 19) 3DMAY — Interest — Buy — Public

Ga St Genl Oblig Ref (MB 20) (4PND) — Interest

Dwntwn Svimah Auth Ga Rev Ellis Sq Prk Pri{MB 20) (2)Z4) — Interest

Georgia St Genl Oblig-E (MB 22) (4QU3) — Interest

Mun, Elec. Auth Ga. Comb Cycle Proj. Rev Ser. A (MB 23) (7ZM9) — Interest — Buy — Public

Gwinnett Co Ga Dev Auth Rev Arena Prk Deck Pri (MB 23% 0BM6) — Interest

Columbus Ga Bldg Auth Lease Rev Ref-A (MB 24) (2KAOD) — Interest

Georgia St Genl Oblig Ref-C (MB 23) (47Y5) — Interest

Atl Apt Gen Rev Ref Ser, C (MB 24) (MMUO) — None — Buy — Public

Fulton County Ga Dev Auth Rev (MB 24) (OM20) — Interest

Atlanta Ga Wir & Wastewtr Rev Ref-B (MB 24) (OLWS) (See VII — Interest — Buy — Public

Gwinnett Cnty Dev Auth Ctfs Partn (MB25) (SCMS) — None — Buy — Public

Muscogee Cnty Sch Dist (MB 14) (4EGO) — Interest — Redeemed — Public

Morgan Stanley Bank - Accounts (Jnt) — Interest

Gwinnett County Sch Dist (MB 23) (55P47) — None — Buy — Public

Carroll Cnty School Dist (MB 23) (83CM7) — None — Buy — Public

Gwinnett Cuty Dev Auth Ctfs Partn (MB 24) (15CLT) — None — Buy — Public

IRA Account (Morgan Stanley, Custodian) (Hy

Morgan Stanley Bank (IRA Acct) (Cash Equivalent) (See VIIT) — Interest

Morgan Stanley Private Bank (IRA Acct) {Cash Equivalent) {See VII) — Interest

Guggenheim S & P 500 Equ Weight (RSP) — Int/Div — Buy — Public

Guggenheim S & P 500 Equ Weight (RSP) — Sold (part) — Public

Guggenheim S & P 500 Equ Weight (RSP) — Buy — Public

IShares US Consumer Goods ETF (1YK) — None — Buy — Public

IShares US Consumer Goods ETF (1YK) — Sold — Public

IShares US HealthCare Prov ETF (IHF) — Int/Div — Sold (part) — Public

IShares US Industrials ETF (1Y)) — Int/Div — Sold (part) — Public

Shares US Pharmaceuticals ETF (IHE) — Int/Div — Sold (part) — Public

IShares US Consumer Ser ETF (1YC) — Int/Div — Sold (part) — Public

IShares S & P Midcap 400 Index (1JH) — Int/Div — Sold (part) — Public

JP Morgan Alerian MLP Index ETN (AMD — Int/Div — Sold (part) — Public

IShares North American Tech Soft (IGV) (See VIII — Int/Div — Buy — Public

IShares North American Tech Soft (IGV) (See VIII — Buy — Public

IShares North American Tech Sector IGM) — Int/Div — Sold (part) — Public

IShares NASDAQ Biotech ETF (IBB) (See VII — None — Sold — Public

IShares NASDAQ Biotech ETF (IBB) (See VII — Buy — Public

IShares Russell 2000 Grwth ETF (IWO) — Int/Div — Buy — Public

IShares Russell 2000 Grwth ETF (IWO) — Sold — Public

IShares SP Smallcap 600 Index (JR) — Int/Div — Sold (part) — Public

IShares US Healthcare ETF (IYH) — Int/Div — Sold (part) — Public

IShares US Aerospace & Def ETF (ITA) — Int/Div — Sold (part) — Public

IShares US Fin Services ETF (1YG) — Int/Div

IShares Phlx Semiconductor (SOX X) — Int/Div — Buy — Public

IShares Phlx Semiconductor (SOX X) — Buy

IShares US Broker-Dealer ETF (1A) — Int/Div — Buy — Public

IShares US Broker-Dealer ETF (1A) — Buy — Public

IShares US Broker-Dealer ETF (1A) — Buy — Public

IShares US Broker-Dealer ETF (1A) — Buy — Public

IShares US Broker-Dealer ETF (1A) — Buy — Public

IShares Transportation Ave ETF (IY) — Int/Div — Buy — Public

IShares Transportation Ave ETF (IY) — Buy — Public

IShares Transportation Ave ETF (IY) — Sold (part) — Public

Wells Fargo Bank - Bank - Accounts (See vin — Interest — Distributed — No.

Morgan Stanley Bank-(Accounts 2) (See VI — Interest — Distnibuted — No.

American Funds Fundamental Inv A (ANCFX) (See VID — Int/Div — Sold — Public

American Funds Fundamental Inv A (ANCFX) (See VID — Distnbuted — No.

American Funds Wash. Mutual A (AWSHX) (See VIII — Int/Div — Distributed — No.

Western Asset Corp. Bd A (SIGAX) (See vin — Int/Div — Distnibuted — No.

T Rowe Price Equity Income Mutual Fund {See VII — Int/Div — Distnbuted — No.

T Rowe Price Growth & Income Mutual Fund (See VIII — Int/Div — Distnbuted — No.

Apartment, New York, NY (See VIII) — None

Estate No. {See VIII) — Interest

Wells Fargo Bank - Bank - Accounts 2 (See VIII — Interest

Morgan Stanley Bank (Accounts 2) (See Vinh — None

American Funds Fundamental Inv A (ANCFX) (See VIII — None

American Funds Wash. Mutual A (AWSHX) (See VIII — None

Western Asset Corp. Bd A (SIGAX) (See vin — None

T Rowe Price Equity Income Mutual Fund {See VIII — None

T Rowe Price Growth & Income Mutual Fund (See VIII) — None

Adpunct Faculty (See Part VIII), Mercer Umiversaty School of Law

Agreement — 2008 — West Services, Inc. (Publisher) and Filer. Adam M. Goodman. and W. Homer Drake. Jr. (Authors) (See Part VIII)

Agreement — 2009 — Mercer Umiversity School of Law (See Part VIII)

Reimbursement — RTARTA a Ft NE HE a pada WT ah 2 Loa OR Fn a NT registration fee including lunch & dinner waived for attending judges

Reimbursement — American College of Bankruptcy — Mar 14-15, 2014 — Washington, D.C — Attend induction ceremony and CLE Program — Reimbursement for travel and lodging

Reimbursement — American Bankruptcy Institute — Feb. 27 - Mar, 1, 2014 — New York, NY — Judge for Duberstein Moot Court Competition — Reimbursement for travel, meals, and lodging; registration fee waived

Reimbursement — A i ete Institute — Ll TE TTT TH. — complimentary dinner for Spouse: registration fee waived

Reimbursement — Association > — complimentary dinner for spouse; registration fee waived

Income — 2014 — Thomson/West book rovaltics — $6,076.00

Spouse's income — 2014 — Self-employed Math Tutoring

1. Positions

1. Mercer University School of Law; Teacher for course in bankruptcy law, beginning January 2014, ending May 2014. Also adjunct faculty for 2010, 2011,

2012,2013 and 2015.

2. Decedent died 12/25/14. Letters testamentary issued 1/29/15,

11. Agreements

1. Agreement between West Services, Inc. (Publisher), and Filer, Adam M. Goodman, and W. Homer Drake, Jr. (collectively, Authors), for Authors to prepare

book on chapter 13 bankruptcy law for publication by publisher (Title: Chapter 13 Practice and Procedure.) Royalties to be divided between Filer and Goodman.

Various parties signed the agreement 1/8/08, 1/9/08, 1/10/08, and 2/19/08.

2. Mercer University School of Law. Agreements to teach course on Consumer Bankruptcy Practice as ad junct faculty for Spring Semester (Jan. - May) 2010 and

2011,2012,2013, 2014, 2015. No compensation; expenses to be reimbursed.

VIL Investments and Trusts

General Note: In the parentheses following some assets, “MB” indicates that the asset is a municipal bond and the two digit number refers to its maturity date.

For some assets, a parenthetical also contains a reference to last four or five digits of CUSIP number.

Lines 91 and 92 - Morgan Stanley Bank and Morgan Stanley Private Bank - IRA Account - IRA Custodian utilizes these accounts at its discretion to hold cash

reserves in IRA account, to receive interest, dividends, or proceeds from sales of assets, to pay required fees, and to purchase investments. Account occasionally

has zero balance.

Line 33 - Maturity date corrected.

Line 61 - Maturity date corrected.

Line 65 - Cusip added for convenience of filer.

Line 83 « Cusip number corrected.

Line 104 - Name change from S & P North American Tech Soft (IGV) to [Shares North American Tech Soft (IGV).

Line 107 - All shares sold 4/17/14. New shares purchased 10/30/14 {see Line 108).

Lines 125 through 132 - Assets became assets of Estate No. | upon death of owner, See lines 134-141,

Line 133 - Filer acquired 1/2 ownership terest in residential cooperative unit in 2006 for personal use of owners. Cost for 1/2 interest was $168,500. Co-owner

is I Sc: Linc 52 and note, Financial Disclosure for 2006.

Filer removed this asset from reporting on Financial Disclosure for 2007 (Line 52) based on personal use of unit as a residence by co-owner. Co-owner is

responsible for all expenses of property and does not pay anything to filer for occupancy. Filer has received no income from unit in any year, including 2014,

In 2014, co-owner leased the unit to a third party. Filer is not a party to the lease agreement. Co-owner is entitled to all income from the unit and is

responsible for all expenses.

Because co-owner no longer uses unit as personal residence, Filer is listing the asset because it may now be considered &n "investment."

Lines 134-141 - Decedent died 12/25/14. Filer, named as Executor in will, was issued letters testamentary on 1/29/15. Estate assets are the same as those listed in

lines 125-132. Assets became estate assets upon death of owner.