Helen E. Burris

South Carolina Bank & Trust- Accounts — Interest

Tr.21 South Carolina Bank & Trust account — Interest

Tr.#2, Russell Frank Inv. Co. Lifepoints Fund Conserv, — Int/Div — Sold (part)

Russell Frank Inv. Co. Lifepomts Fund Growth Strategy Relax — Int/Div

ING USA Annuity and Life Insurance Co. — None

NW Mutual Whole Life Cash Value #1 — Int/Div

2 Pumam Investments New Opportunities Fund Class A&B — Int/Div

401K Fidelity Freedom 2030 Fund — Int/Div

NetReit Real Estate Investment Trust — Int/Div

IRA American Funds

American Funds-EuroPacific Growth Fund- B — Int/Div — Sold

American Funds-The Investment Company of America A — Int/Div — Buy (add'l)

American Funds-The Investment Company of America B — Int/Div — Sold

American Funds-Income Fund of America A — Int/Div — Buy (add'l)

American Funds-Income Fund of America B — Int/Div — Sold

American Funds-EuroPacific Growth Fund A — Int/Div — Buy (add'l)

American Funds-American Balanced Fund B — Int/Div — Sold

American Funds- American Balanced Fund A — Int/Div — Buy (add'l)

Future Scholar 529 College Savings Plan-FS Mod Consery (no control) — Int/Div — Buy (add'l)

cont'd — Sold (part)

contd — Sold (part)

contd — Buy (add'l)

cont'd — (part)

Behringer Harvard Multifamily REIT Inc — Int/Div

Rental Property #1 Greenville SC — Rent

Trust £3 Invesco Bal Risk Alloc € — Int/Div

Co-trustee Trust #1 #2 & 43, See Part VII

Liability — Georgia Institute of Technology — Spring and Fall semesters 1/2 tition and fees paid in installments, paid in full as of 12/31

Liability — Thrift Savings Plan loan — loan from employer investment account to hiler

Liability — Plan (loan from Fidelity Freedom 2030 Fund listed on VII)

Reimbursement — South Caroling Bar Association — 01724-0127 — Myrtle Beach, SC — CLE/bar meeting — registration waived

Reimbursement — South Caroling Bankruptcy Law Association — 05103 - 05/05 — Myrtle Beach, SC — speak at CLE — lodging, some meals and registranon waived

Reimbursement — South Carolina Association for Justice — 0801 <- 0R03 — Hilton Head, SC — CLE — lodging, some meals and registration waived

Reimbursement — American Bankruptcy Institute — 0X07 -0810 — Hershey, PA — speak at CLE — lodging, transportation, breakiast, snacks and registration waived

Reimbursement — South Caroling Defense Tal Attorneys Association — 107-1110 — Savannah, GA — CLE — lodging, some meals and registration waived

Spouse's income — 2013 — Employment with Tumer Padget Graham & Laney