C. Clifford Shirley jr

First Tennessee Bank Accts (Aggregate Accs) — Interest

IRA#) — Interest

Equivest-AXA Moderate Allocation)

Equivest-Guaranteed Interest Account)

IRA #2 — Interest

Equivest-Guaranteed Interest Account)

Profit Sharing Plan (Y)

Federated Total Retum Bond Fund) — Int/Div — Sold

Vanguard Total Stock Market Index) — None — Sold

Tennessee Connect Credit Union (Aggregate Accts) — Interest

Prudential Whole Life Policy — Int/Div

Schwab IRA (X) — Int/Div — Open

Schwab Govt Money Fund) — Buy

Federated Total Return Bond Fund) — Buy

Vanguard Short Term Investment Grade Fund) — Buy

Schwab Fundamental US Large Co. Index) — Buy

Fellow, Tennessee Bar Foundation, Knoxville Bar Foundation

Master of the Bench Ementus, Hamilton Bumett Inns of Court

Agreement — 2014 — Lowe & Yeager Profit Sharing Plan (former law firm) no control of plan/only personal investments (Jan-July 2014) Rolled over to personal IRA (Aug 2014)

Liability — Chase Bank — Credit Card

Spouse's income — 2014 — PME Commumcations { wages-pro ject administrator )

11 - | continued participation in Retirement Plan with former law firm until July, 2014. This was rolled over into a Schwab Rollover IRA im August, 2014 (See

below),

111 - No Income in 2014. Didn't teach at Law School,

VII - Lines 7-9 - Profit Sharing Plan with Law Firm termmated, and entire amount rolled over into Schwab Rollover IRA in August, 2014 (See Lines 12-16). | put

no value code because the entire asset was closed/sold during the reporting period and "at the end of reporting period” the value was zero.

VII - Lines 12-16 - This is the Rollover IRA described above with income reported from August, 2014 thru December 31, 2014 and gross value at end of reporting

period.

AMENDED DISCLOSURE REPORT:

VII - Lines 7-9 - I responded to the income earned while the assets on lines 8 and 9 were held in 2014 in Column B. It was zero because there was no income -

only market value increase. | added disposition transaction in Column DY 1)«(4) for lines 8 and 9.

VII = Lines 13-16 - 1 added the transaction details for each asset