Mary Geiger Lewis

Geiger Partnership, partnership interest with no control — Distribution

Quincunx, LLC. member of LLC (H) — Distribution

Rental office building & land, Columbia. SC

EEE partnership mteress — Distribution

BB&T Common Stock — Int/Div

Investment Rental Property, Columbia, SC — Rent

Investment Property, Georgetown, SC — None

Investment Property, Georgetown, SC — None

Investment Rental Property, Columbia, SC — Rent

Investment Rental Property, Columbia, SC — Rent

Investment Rental Property, Columbia, SC — Rent

Trust #1 (H)

Cocoa Cola Com — Int/Div

Fairpoint Communications Inc — None

INTL Business Machines Corp IBM — Int/Div

SPDR INDEX SHS FDS — Int/Div

VANGUARD GROWTH ETF — Int/Div

BLACKROCK GLOBAL LONG SHORT CREDITFUNDCL — Int/Div

FIRST EAGLE GLOBAL CLASS — Int/Div

GOLDMAN SACHS RISING DIVIDEND GROWTH FD INSTL — Int/Div

GOLDMAN SACHS STRATEGIC INCOME FUNDCL I — Int/Div — Sold (part)

GOLDMAN SACHS STRATEGIC INCOME FUNDCL I — Buy (add'l)

GOLDMAN SACHS STRATEGIC INCOME FUNDCL I — Buy (add'l)

JP MORGAN STRATEGIC INCOME OPP FUND — Int/Div — Sold (part)

JP MORGAN STRATEGIC INCOME OPP FUND — Buy (add'l)

JP MORGAN STRATEGIC INCOME OPP FUND — Buy (add'l)

LOOMIS SAYLES SR FLOAT RTE & FIXDINCFDCLY — Int/Div — Sold (part)

LOOMIS SAYLES SR FLOAT RTE & FIXDINCFDCLY — Buy (add'l)

MAINSTAY MARKETFIELD FUND CL 1 — None — Sold (part)

TROWE PRICE CAPITAL APPRECIATION FD RETAIL — Int/Div

THORNBURG INVSMT INCOME BUILDER FUNDCL — Int/Div — Sold (part)

UAM FPA CRESCENT PORT — Int/Div — Sold (part)

KING CNTY WASH SCH DIST NO 411 ISSAQUAH RF — Interest — Redeemed

PHILADELPHIA PA SCH DIST LT A RF SCHGID — Interest

SEATILE WASH LT RF JULOS O05. 000%DECO! 14 — Interest — Redeemed

STEPUP RNG ACRU ISS BAC MAX CPN 8.35% DUE 11182023 CALL — Interest

TOCQUEVILLE GOLD FUND — None — Sold

PIMCO ALL ASSET ALL AUTHORITY FUNDCLP — Int/Div — Sold

ML BANK DEPOSIT PROGRAM — None

BEAUFORT ONTY SC — Interest — Redeemed

LEXINGTONONIY SCSCH — Interest — Redeemed

OIL CLIRN ISSUER BAC — None — Redeemed

ANGELOAK MLLT SIRT INCI — Int/Div — Buy

BLACKROCK STRATEGIC INCOME OPPRTNTS PTF INST — Int/Div — Buy

WELLS FARGO ADV ABSOLUTE RETURN FD — Int/Div — Buy

GEB LEV STEPUP ISS BAC — None — Buy

Trust #2 (H)

ML BANK DEPOSIT PROGRAM — Interest

AQR DIVERSIFIED ARBITRAGE FUNDCL1 — None — Sold

AQR DIVERSIFIED ARBITRAGE FUNDCL1 — Sold (part)

BLACKROCK GLOBAL LONG SHORT CREDITFUNDCL 1 — Int/Div

DOUBLELINE TOTAL RETURN BOND FUNDCL — Int/Div

FAIRHOLME FUND — Int/Div

FIDELITY ADVISOR BIOTECHNOLOGY FD CL — Int/Div

SPDR INDEX SHS FDS — Int/Div — Sold

GOLDMAN SACHS RISING DIVIDEND GROWTH FD INSTL — Int/Div

GOLDMAN SACHS STRATEGIC INCOME FUNDCL 1 — Int/Div

JANUS SHORT TERM BOND FUND CL HY)

JP MORGAN STRATEGIC INCOME OPP FUND(Y)

KOPERNIK GLOBAL ALL CAP FUND INSTL CLASS — Int/Div — Buy (add'l)

KOPERNIK GLOBAL ALL CAP FUND INSTL CLASS — Buy (add'l)

LOOMIS SAYLES SR FLOAT RTE & FIXDINCFDCLY (Y)

MATTHEWS ASIA DIVIDEND FUND INV CLASS — Int/Div — Sold (part)

MAINSTAY MARKETFIELD FUND CL 1 — None — Sold (part)

THE OAKMARK INTL FUND — None — Sold

THE OAKMARK INTL FUND — Buy (add'l)

OPPENHEIMER GOLD & SPECIAL MINERAILSFDCLY — None — Sold

TROWE PRICE CAPITAL APPRECIATION FD RETAIL — Int/Div — Sold (part)

DWS MANAGED MUNICIPAL BOND FUNDCLS — Int/Div — Sold (part)

FIRST EAGLE GLOBAL CLASS) — Int/Div — Sold (part)

THORNBURG INVSMT INCOME BUILDER FUNDCL — Int/Div — Sold (part)

TEMPLETON GLOBAL TOTAL RETURN FUND CL ADV — Int/Div — Sold

TEMPLETON GLOBAL TOTAL RETURN FUND CL ADV — Sold (part)

VANGUARD GROWTH ETF — Int/Div — Sold (part)

WELLS FARGO ABSOLUTE RETURN FD — Int/Div

VANGUARD MSCI EMERGING — Int/Div — Sold

VANGUARD MSCI EMERGING — Buy (add'l)

ALPS ALERIAN MLP ETF — None — Buy

DB X-TRACKERS MSC EAFE HEDGED EQUITY FUND — Int/Div — Buy

FIDELITY ADV LMTD TERM MUNI INCOMECL 1 — Int/Div — Buy

UAM FPA CRESCENT PORT — Int/Div — Buy

SSGA ACTIVE GLOBAL ALLOCATION ETF — None — Buy

GOTHAM ABS RTN FD INSTL(X) — Int/Div

POPLAR FORREST PARTNERS FUND 7% — Int/Div — Buy

IVY ASSET STRATEGY FUND CLI — None — Sold

IVY ASSET STRATEGY FUND CLI — Buy

1 SHARES RUSSELL TOP 200 VALUE xX) — None

SPDR KBW REGIONAL BANKING ETF xX) — Int/Div — Sold

NEUBERGER BERMAN EMERG MKTS EQUITY FD INST — Int/Div — Buy

PIMCO INCOME FUNDCL P — Int/Div — Buy

I SHARES MSC! EAFE SMALL CAP — Int/Div — Buy

TOCQUEVILLE GOLD FUND — None — Buy

DEUTSCHE GLOBAL INFRASTRUCTURE FUNDCL S — Int/Div — Buy

VANGUARD VALUE ETF — Int/Div — Buy (add'l)

VANGUARD VALUE ETF — Buy

WASATCH FRONTIER EMERG SML OCNTRY FD INV CL — Int/Div — Buy

SECTOR SPDR INDUSTRIAL — Int/Div — Buy

Individual Retirement Account (H)

AQR DIVERSIFIED ARBITRAGE FUNDCL 1 — None — Sold

BLACKROCK GLOBAL LONG SHORT CREDITFUNDCL IY)

DB X-TRACKERS MSCI EAFE HEDGED EQUITY FUND — Int/Div — Sold (part)

DOUBLELINE TOTAL RETURN BOND FUND CL 1(Y)

FAIRHOLME FUND (Y)

SPDR INDEX SHS FDS — Int/Div — Sold

UAM FPA CRESCENT PORT — Int/Div

GOLDMAN SACHS RISING DIVIDEND GROWTH FD INSTL — Int/Div

POPLAR FOREST PARTNERS FUND CL — Int/Div

IVY ASSET STRATEGY FUND CL ILY)

KOPERNIK GLOBAL ALL CAP FUND INSTL CLASS — Int/Div

MATTHEWS ASIA DIVIDEND FUND INV CLASS (Y)

MAINSTAY MARKETFIELD FUND CL 1 — Int/Div

THE OAKMARK INTL FUND (Y)

TROWE PRICE CAPITAL APPRECIATION FD RETAIL — Int/Div

FIRST EAGLE GLOBAL CLASS — Int/Div

TOCQUEVILLE GOLD FUND (Y)

THORNBURG INVSMT INCOME BUILDER FUNDCL 1 — Int/Div

VANGUARD VALUE ETF — Int/Div

VANGUARD GROWTH ETF — Int/Div

WASATCH FRONTIER EMERG SMALL ONTRY FD INV CLASS — Int/Div

WELLS FARGO ABSOLUTE RETURN FD — Int/Div

VANGUARD MSCI EMERGING — None — Sold

AMERICA MOVIL SAB DE CV (Y)

ALPS ALERIAN MLP ETF — None — Buy

FIDELITY ADV BIOTECH (X) — Int/Div

NB EMERG MKTS EQTY FD 1(X) — Int/Div

OAKMARK INTL SML CAPFD — None — Buy

DELTSCHE GLB INFRSTRCT — Int/Div — Buy

Individual Retirement Account (H)

ACE LIMITED — Int/Div

AQR DIVERSIFIED ARBITRAGE FUNDCL ) — None — Sold

AUTOMATIC DATA PROX — Int/Div

AQR MANAGED FUTURES STRATEGY FUNDCL 1 — None — Sold

AMERICAN WTR WKS CO INC NEW — Int/Div

AMER EXPRESS COMPANY — Int/Div

BLACKROCK GLOBAL LONG SHORT CREDITFUNDCLI — Int/Div

CITIGROUP INC COM NEW — Int/Div

CARDINAL HEALTH INC OHIO — Int/Div

CATERPILLAR INC DEL — Int/Div

COMCAST CORP NEW CL A — Int/Div

CUMMINS INCOCOM — Int/Div

COSTCO WHOLESALE CRP DEL — Int/Div

COVIDIEN PLC SHS NEW — Int/Div — Sold

CVS CAREMARK CORP — Int/Div

DOMINION RES INC NEW VA — Int/Div

DB X-TRACKERS MSCI EAFE HEDGED EQUITY FUND — Int/Div — Sold (part)

DOUBLELINE TOTAL RETURN BOND FUNDCL I — Int/Div — Buy (add'l)

DIAGEO PLC SPSD ADR NEW — Int/Div — Sold

DRIEHAUS EMERGING MKTS SM CAP GROWTH FD CL NONE — None — Buy (add'l)

FAIRHOLME FUND — Int/Div

FIDELITY ADVISOR BIOTECHNOLOGY FD CL 1 — Int/Div — Buy (add'l)

FIDELITY ADVISOR BIOTECHNOLOGY FD CL 1 — Sold (part)

FEDEXCORP DELAWARE COM — Int/Div

SPDR INDEX SHS FDS — Int/Div — Sold

UAM FPA CRESCENT PORT — Int/Div

GOTHAM ABSOLUTE RETURN FUND INSTL CLASS — Int/Div — Buy (add'l)

GOLDMAN SACHS RISING DIVIDEND GROWTH FD INSTL — Int/Div — Sold (part)

GOLDMAN SACHS STRATEGIC INCOME FUNDCL I — Int/Div

HOME DEPOT INC — Int/Div

HESS CORP — Int/Div

HONEYWELL INTL INC DEL — Int/Div

HEWLETT PACKARD CO DEL — Int/Div

FIA CARD SVS NA RASP — None — Sold (part)

FIA CARD SVS NA RASP — Buy (add'l)

FIA CARD SVS NA RASP — Sold (part)

FIA CARD SVS NA RASP — Sold (part)

FIA CARD SVS NA RASP — Sold (part)

POPLAR FOREST PARTNERS FUND CLI — Int/Div — Sold (part)

IVY ASSET STRATEGY FUNDCL 1 — Int/Div

JANUS SHORT TERM BOND FUND CL 1 — Int/Div — Sold (part)

JP MORGAN STRATEGIC INCOME OPP FUND — Int/Div — Sold (part)

KOPERNIK GLOBAL ALL CAP FUND INSTL CLASS — Int/Div — Buy (add'l)

KOPERNIK GLOBAL ALL CAP FUND INSTL CLASS — Buy (add'l)

SPDR KBW REGIONAL BANKIN ETF — Int/Div — Sold

LOOMIS SAYLES SR FLOAT RTE & FIXDINCFDCLY — Int/Div — Sold (part)

MATTHEWS ASIA DIVIDEND FUND INV CLASS — Int/Div — Sold (part)

MCDONALDS CORP COM — Int/Div — Sold

MAINSTAY MARKETFIELD FUND CL 1 — None — Buy (add'l)

MONSANTO CO NEW DEL COM — Int/Div

NEUBERGER BERMAN EMERG MARKETS EQUITY FUND INST — Int/Div

NIKEINCCLB — Int/Div

THE OAKMARK INTL FUND — None — Sold

ORACLE CORP S00! DEL — Int/Div

PIMCO INCOME FUNDCLP — Int/Div

T ROWE PRICE CAPITAL APPRECIATION FD RETAIL — Int/Div

FIRST EAGLE GLOBAL CLASS — Int/Div

SCHLUMBERGER LTD — Int/Div

TOCQUEVILLE GOLD FUND — None — Sold (part)

THORNBURG INVSMT INCOME BUILDER FUNDCL 1 — Int/Div

THERMO FISHER SCIENTIFIC INC — Int/Div

PRICE T ROWE GROUP INC — Int/Div — Sold

TEMPLETON GLOBAL TOTAL RETURN FUND CL ADV — Int/Div — Sold

TEMPLETON GLOBAL TOTAL RETURN FUND CL ADV — Sold (part)

UNITED TECHS CORP COM — Int/Div

VISA INC CL A SHRS — Int/Div

VALERO ENERGY CORP NEW — Int/Div

VANGUARD VALUE ETF — Int/Div

VANGUARD GROWTH ETF — Int/Div

VERIZON COMMUNICATNS COM — Int/Div — Buy (add'l)

WASATCH FRONTIER EMERG SMALL ONTRY FD INV CLASS — Int/Div — Sold (part)

WELLS FARGO ABSOLUTE RETURN FD — Int/Div

WELLS FARGO & CONEW DEL — Int/Div

AMERICA MOVIL SAB DE CV — None — Sold

VANGUARD MSCI1 EMERGING — Int/Div — Sold

ALPS ALERIAN MLP ETF — None — Buy

AMERICAN TOWER REIT INC — None — Buy

BLKRK STRINC OP PTF INST — Int/Div — Buy (add'l)

BLKRK STRINC OP PTF INST — Buy

DISNEY (WALT CO — None — Buy

HIGHLAND GLBL ALLCTNFD Y — Int/Div — Buy

HENDERSON EUROPEAN FOCUS FUND — Int/Div — Buy

FIRST TRUST HY ETF — Int/Div — Buy

JANUS CONTRARIAN FUND — Int/Div — Buy

MONDELEZ INTL INC — Int/Div — Buy

THE OAKMARK INTLSML CAP FD — Int/Div — Buy (add'l)

THE OAKMARK INTLSML CAP FD — Buy

MARKET VECTORS OIL SERVICE ETF — Int/Div — Buy

ST JUDE MEDICAL INC — Int/Div — Buy

THIRD AVENUE FOCUSED CREDIT FD — Int/Div — Buy

DEUTSCHE GLOBAL INFRASTRUCTURE FD — Int/Div — Buy

SECTOR SPDR INDUSTRIAL ETF — Int/Div — Sold (part)

SECTOR SPDR INDUSTRIAL ETF — Buy

AMEX TECHNOLOGY SELECT SPDR — Int/Div — Buy

VENTAS INC (Y)

GLAXOSMITHKLINE PLC ADR (Y)

TRUST #1 (H)

ML BANK DEPOSIT PROGRAM — Interest

ACE LIMITED — Int/Div — Buy (add'l)

AUTOMATIC DATA PROX — Int/Div — Buy (add'l)

AUTOMATIC DATA PROX — Buy (add'l)

AMERICAN WTR WKS CO INC NEW — Int/Div — Buy (add'l)

AMER EXPRESS COMPANY — Int/Div — Buy (add'l)

CITIGROUP INC COM NEW — Int/Div — Buy (add'l)

CITIGROUP INC COM NEW — Buy (add'l)

CARDINAL HEALTH INC OHIO — Int/Div — Buy (add'l)

CARDINAL HEALTH INC OHIO — Sold (part)

CATERPILLAR INC DEL — Int/Div — Buy (add'l)

COMCAST CORPNEWCL A — Int/Div — Buy (add'l)

COSTCO WHOLESALE CRP DEL — Int/Div — Buy (add'l)

COVIDIEN PLC SHS NEW — Int/Div — Sold

CVS CAREMARK CORP — Int/Div

DOMINION RES INC NEW VA — Int/Div — Buy (add'l)

DIAGEO PLC SPSD ADR NEW — Int/Div — Sold

FEDEX CORP DELAWARE COM — Int/Div

HOME DEPOT INC — Int/Div

HESS CORP — Int/Div — Buy (add'l)

HESS CORP — Buy (add'l)

HONEYWELL INTL INC DEL — Int/Div — Buy (add'l)

MCDONALDS CORPCOM — Int/Div — Sold

MONSANTO CO NEW DEL COM — Int/Div — Buy (add'l)

NIKEINCCLB — Int/Div — Buy (add'l)

ORACLE CORP SOO! DEL — Int/Div — Buy (add'l)

SCHLUMBERGER LTD — Int/Div — Buy (add'l)

THERMO FISHER SCIENTIFIC INC — Int/Div — Buy (add'l)

THERMO FISHER SCIENTIFIC INC — Sold (part)

PRICE T ROWE GROUP INC — Int/Div — Sold

UNITED TECHS CORP COM — Int/Div — Buy (add'l)

UNITED TECHS CORP COM — Sold (part)

VISA INC CL A SHRS — Int/Div

VALERO ENERGY CORP NEW — Int/Div — Buy (add'l)

VALERO ENERGY CORP NEW — Sold (part)

WELLS FARGO & CONEW DEL — Int/Div

AMERICA MOVIL SAB DE CV — None — Sold

AMERICA MOVIL SAB DE CV — Buy (add'l)

ACCENTURE PLC SHS — None — Sold

INTL BUSINESS MACHINES — None — Sold

INTL BUSINESS MACHINES — Sold (part)

AMERICAN TOWER REIT INC — None — Buy (add'l)

AMERICAN TOWER REIT INC — Buy

CUMMINS INC — Int/Div — Buy (add'l)

CUMMINS INC — Buy

DISNEY (WALT CO — None — Buy (add'l)

DISNEY (WALT CO — Buy

HEWLETT PACKARD CO — Int/Div — Buy (add'l)

HEWLETT PACKARD CO — Buy

MONDELEZ INTERNATIONAL INC — Int/Div — Buy (add'l)

MONDELEZ INTERNATIONAL INC — Buy

ST JUDE MEDICAL INC — Int/Div — Buy (add'l)

ST JUDE MEDICAL INC — Buy

VERIZON COMMUNICATIONS COM — Int/Div — Buy (add'l)

VERIZON COMMUNICATIONS COM — Buy

GLAXOSMITHKLINE PLC ADR (Y)

BROKERAGE ACCOUNTS (H)

ML BANK DEPOSIT PROGRAM — Interest

ML BANK DEPOSIT PROGRAM — Interest

DAVIS NY VENTURE FD CL A — Int/Div

FIRST EAGLE GLOBAL CLASS C — Int/Div

GOLDMAN SACHS RISING DIVIDEND GROWTHFDCLC — Int/Div

THORNBURG INCOME BUILDER FUND CLASS C — Int/Div

ML BANK DEPOSIT PROGRAM — Interest

BLACKROCK GLOBAL ALLOCATION FDINCCO — Int/Div

ML BANK DEPOSIT PROGRAM (X) — Interest

CD CAPITAL ONE BANK (X) — None

CD GOLDMAN SACHS BK (X) — None

ANGEL OAK MULTI STRATEGY INC FD — Int/Div — Sold (part)

ANGEL OAK MULTI STRATEGY INC FD — Sold (part)

ANGEL OAK MULTI STRATEGY INC FD — Buy

BANK OF AMERICA CORP BOND (X) — Interest — Sold

BLKRK GLBL LNG/SHRT CREDIT FD — Int/Div — Buy (add'l)

BLKRK GLBL LNG/SHRT CREDIT FD — Buy (add'l)

RIL) — Buy

FIDELITY ADVISOR BIOTECH FD — Int/Div — Buy (add'l)

FIDELITY ADVISOR BIOTECH FD — Buy (add'l)

FIDELITY ADVISOR BIOTECH FD — Buy

UAM FPA CRESCENT — Int/Div — Buy (add'l)

RITS — Sold (part)

RII) — Buy (add'l)

RII) — Buy

GOTHAM ABSOLUTE RETURN FD — Int/Div — Buy (add'l)

GOTHAM ABSOLUTE RETURN FD — Buy (add'l)

GOTHAM ABSOLUTE RETURN FD — Buy

GENERAL ELEC CAP CORP BOND (X) — Interest

GOLDMAN SACHS RISING DIVIDEND GROWTH FD INSTL — Int/Div — Buy (add'l)

GOLDMAN SACHS RISING DIVIDEND GROWTH FD INSTL — Buy (add'l)

GOLDMAN SACHS RISING DIVIDEND GROWTH FD INSTL — Buy (add'l)

GOLDMAN SACHS RISING DIVIDEND GROWTH FD INSTL — Buy

AMERICAN RLTY CAP HEALTHCARE TRINC (X) — Int/Div — Sold

AMERICAN RLTY CAP HEALTHCARE TRINC (X) — Sold (part)

HENDERSON EUROPEAN FOCUS FD — Int/Div — Buy (add'l)

HENDERSON EUROPEAN FOCUS FD — Buy (add'l)

HENDERSON EUROPEAN FOCUS FD — Buy

HARDING LOEVNER EMERG MKT PT FD — Int/Div — Buy (add'l)

HARDING LOEVNER EMERG MKT PT FD — Buy (add'l)

HARDING LOEVNER EMERG MKT PT FD — Buy

POPLAR FOREST PARTNERS FD — Int/Div — Buy (add'l)

POPLAR FOREST PARTNERS FD — Buy (add'l)

POPLAR FOREST PARTNERS FD — Buy (add'l)

POPLAR FOREST PARTNERS FD — Buy

LOOMIS SAYLES SR FLT RTE & FIXD INC FD — Int/Div — Buy (add'l)

LOOMIS SAYLES SR FLT RTE & FIXD INC FD — Buy (add'l)

LOOMIS SAYLES SR FLT RTE & FIXD INC FD — Buy

MATTHEWS ASIA DIVIDEND FUND — Int/Div — Buy (add'l)

MATTHEWS ASIA DIVIDEND FUND — Buy (add'l)

MATTHEWS ASIA DIVIDEND FUND — Buy

MAINSTAY MARKET FIELD FD — None — Buy (add'l)

MAINSTAY MARKET FIELD FD — Buy (add'l)

MAINSTAY MARKET FIELD FD — Buy

MARKET VECTORS OIL SVCS ETF — Int/Div — Buy

PIEDMONT OFFICE REALITY TR (X) — Int/Div — Sold

PIEDMONT OFFICE REALITY TR (X) — Sold (part)

PIMCO INCOME FD — Int/Div — Buy (add'l)

PIMCO INCOME FD — Buy (add'l)

PIMCO INCOME FD — Sold (part)

PIMCO INCOME FD — Buy

FIRST EAGLE GLOBAL — Int/Div — Buy (add'l)

FIRST EAGLE GLOBAL — Sold (part)

FIRST EAGLE GLOBAL — Buy (add'l)

FIRST EAGLE GLOBAL — Buy

SPIRIT RLTY CAPITAL INC (X) — None — Sold

SPIRIT RLTY CAPITAL INC (X) — Sold (part)

THORNBURG INVSTMT INCOME BUILDER FD — Int/Div — Buy (add'l)

THORNBURG INVSTMT INCOME BUILDER FD — Sold (part)

THORNBURG INVSTMT INCOME BUILDER FD — Buy (add'l)

THORNBURG INVSTMT INCOME BUILDER FD — Buy

TEMPELTON GLOBAL TOTAL RETURN FD — Int/Div — Buy (add'l)

TEMPELTON GLOBAL TOTAL RETURN FD — Buy (add'l)

TEMPELTON GLOBAL TOTAL RETURN FD — Buy

VANGUARD VALUE ETF — Int/Div — Buy (add'l)

VANGUARD VALUE ETF — Buy (add'l)

VANGUARD VALUE ETF — Sold (part)

VANGUARD VALUE ETF — Buy (add'l)

VANGUARD VALUE ETF — Buy (add'l)

VANGUARD VALUE ETF — Buy

VANGUARD GROWTH ETF — Int/Div — Buy (add'l)

VANGUARD GROWTH ETF — Buy (add'l)

VANGUARD GROWTH ETF — Sold (part)

VANGUARD GROWTH ETF — Buy (add'l)

VANGUARD GROWTH ETF — Buy (add'l)

kyl] — Buy

WALMART CORP BOND (X) — Interest

AMEX TECHNOLOGY SELECT SPDR — Int/Div — Buy (add'l)

AMEX TECHNOLOGY SELECT SPDR — Buy (add'l)

AMEX TECHNOLOGY SELECT SPDR — Buy

Investors Title common stock — Int/Div

FutureScholar529ColgeSvesPinColumbiaCo AgeTrack (H) — 8rbution

Wells Fargo Bank Deposit Sweep (H) — None

Member, L&B Holdings, LLC

Agreement — 2013 — Agreement with L&B Holding, LLC. See VIII on the 2012 Financial Disclosure Report for terms

Agreement — 2013 — Participant in the Lewis, Babcock & Griffin, LLP 401(K) Plan

Liability — Bank of America (Merrill lynch (Wealth Management) — Line of Credit

Liability — American Express — Credit Card

Spouse's income — 2014 — IN - 'ncome denved from practice of law

Spouse's income — 2014 — I - ncome derived from practice of law