Karon O. Bowdre

LLC“ LLC Real Estate Birmingham, Alabama — Rent

First Commercial Bank Acct — Interest

Fundamental Investors — Int/Div — Sold (part)

Growth Fund of America — Int/Div

Morgan Stanley Private Bank NA — Int/Div

Clearbridge Value Trust — Int/Div

Microsoft Common Stock — Int/Div — Sold

Fundamental Investors Fund (IRA) — Int/Div

Growth Fund of Amenca (IRA) — Int/Div

New Perspective Fund (IRA) — Int/Div

Small Cap World Fund (IRA) — Int/Div

Cap World Growth & Inc (IRA) — Int/Div

Invest. Co. of America (IRA) — Int/Div

Wash. Mutual Inv. Fund (IRA) — Int/Div

Trust I; Inc. Bene.; Spouse = Trustee (see Part VIII) — Int

Regions Bank Acct — Interest

Trust 11; Inc. Bene.; Spouse=Trustee (see Part VIII) — Int/Div

401(k)-Vanguard (see Part VIII) — Int/Div — Buy (add'l)

Lawfirm Cap. Contrib (see Part VIII) — None

Trust 111; Inc. Bene: Life Ins; Trustee = Spouse; (see Part VIII) — None

Trust IV; Inc. Bene; Life Ins.; Trustee - Spouse (see Part VIIT) — None

Memll Lyvach Bank of America, N.A. Fund — Interest

Memill Lynch Bank of America. NA. Fund — Interest

Perkins Fd - Small Cap & Value Fund (IRA) — Int/Div

T. Rowe Price Mid-Cap Growth Fund (IRA) — Int/Div

General Electric Co. Common Stock — Int/Div — Sold

Metlife (New England Financial) Perm Life Ins. — Int/Div

T. Rowe Price Mid Cap Growth Fund — Int/Div

Capital World Growth — Int/Div

Capital World Growth — Int/Div

Real Estate Investment, Jomt Venture, Panama City, FL (see Part VIII) — None — Sold — Jane Tumer

Amencan Fundamental Investors Class F — Int/Div

Fidelity Funds Cash Reserves — Int/Div

Vova - Reliastar Life Policy: (see Part VII) — Int/Div

LLC #4 - Ins, LLC, Real estate investment: Birmingham, AL — istnibution

New World Fund — Int/Div

Amerian Tax Exempt Bond Fund CL-C — Int/Div

Cap Inc Bldr FD CLC — Int/Div

Fundamental Inv. Inc — Int/Div — Buy (add'l)

New World Fund — Int/Div

Wells Fargo Co — Int/Div — Donated

Income Fund America — Int/Div

American Tax Exempt Bond Fund CLC — Int/Div

Cap Inc. Bldr CL C — Int/Div — Sold (part)

Cap World Growth & Inc — Int/Div

Bank of America, N.A — Int/Div

American Cent Equity Income Fd — Int/Div — Sold

Amencan Bond Fund — Int/Div

Neuberger Berman Equity — Int/Div — Sold

American Century Equity Income — Int/Div

Amencan Bond Fund of America — Int/Div

Neuberger Berman Equity — Int/Div

First Commercial Bank — Interest

American Washington Mutual Investors — Int/Div

Nucor Corporation — Int/Div — Sold

American Tax Exempt Bd Fd — Int/Div

American High Income Trust Fd — Int/Div

Janus High Yield Fund — Int/Div

Janus High Yield Fund — Int/Div

Fidelity Adv Strategic — Int/Div

Janus High Yield Fd — Int/Div — Sold

Janus High Yield Fd — Int/Div — Sold

Bank of America. NA — Interest

Deutsche Global — Int/Div

Deutsche Global — Int/Div

Hartford Life Ins. Policy — Int/Div

First Commercial Bank — Interest

Bank of America. N.A — Interest

Smead Value Fund — Int/Div

American Capital Income Builder — Int/Div — Sold

Deutsche Global Infrastructure — Int/Div

Smead Value Fund — Int/Div — Buy (add'l)

Trust V « Income Bene: {see Part VII — Int/Div

Deutsche Global Infrastructure — Int/Div

American ONT Int Term Tax Free Bond — Int/Div — Buy

Amer, Cent. Mid Cap Value Fund — Int/Div — Buy

Amer. High Income Muni Bond Fund — Int/Div — Buy

Rovce Total Return Fund — Int/Div — Buy

Smead Value Fund — Int/Div — Buy

T. Rowe Price Summit Muni Inter Fd — Int/Div — Buy

Congress Mid Cap Growth A — Int/Div — Buy

American High Income Trust — Int/Div — Buy

American Century Mid Cap Value — Int/Div — Buy

Amencan Cit Interm. Tax Free Bond Fund — Int/Div — Buy

American High Income Trust Fund — Int/Div — Buy

LLL. I C] — Int/Div — Buy — Mountam Farms, LLC

Agreement — 2001 — Sanford University { Defined Benefit Plan) - vested benefits in plan of former employee

Liability — Alabama Farm Credit, FLCA — Mortgage on LLC #5

Reimbursement — Local Court Funds — 02182015 — Huntsville, AL — Speaker at CLE re: MJ Referrals — Reimbursement for travel

Reimbursement — Federal Judicial Conference — 03/042015 0306/2015 — Jacksonville, FL — Juror Management and Utilization Workshop — Reimbursement for travel

Reimbursement — 05/01/2015 — Rn we tem FR AEROE t TE Lo — Judges of LS. District Courts — alg ee Ra

Reimbursement — Local Court Funds — 05072015 — Hunsville, AL — Speaker at Judge Clifton Jessup's Investiture — Reimbursement for travel

Reimbursement — Alabama State Bar Annual Meeting — 07/1512015 07/17.2015 — Pomt Clear, AL — Participant — Provision tor hotel

Reimbursement — Follow-up Chief Judges Meeting — 07/28/2015 07/29/2015 — Washington, D.C — Participant as Chief Judge — Reimbursement for travel, hotel, parking, & meals

Reimbursement — Local Court Funds — 1026/2015 107282015 — Palm Beach, FL — MDL Transferee Judges Conference — Provision/Reimbursement for travel, hotel, parking, & meals

Spouse's income — 2015 — Self-Employed Law Practice

Trust | is a trust created by family members other than the reporting person or spouse. Its asset is an mterest mn

, LLC, that is invested through

Merrill Lynch and Stifel in manager directed investments and in Vanguard's Prime Money Market Fund and Intermed. Term Tux Exempt Inv Fund.

Merrill Lynch manager accounts: Blackrock Equity Dividend Fund, Eagle Asset Management SCG, American Century Mid-Cap, Tax Exempt Bond Fund of

Americi, T. Rowe Price Summit Muni Tntermed., Amer. Cent. Interm. Term Tux Free, Fidelity Advisor Strategic Income, Capital Income Builder, Income Fund

of America, Deutsche Croci Intl, Deutsche Global Infrastructure, Amer. Cap World Growth & Income, Amer. Century Equity Income, Smead Value Fund,

Neuberger Berman Equity Income, & Merrill Lynch Deposit Program.

Stifel manager accounts: Boyd Waterson Fixed Income, Minneapolis Port Managment, WH Reaves & Co., Duna Investments, WCM Investment, and Noesis

Capital Management.

Investment accounts and allocations with Merrill Lynch and Stifel are selected by representatives of those respective companies.

Trust 11 is a trust created by family members other than the reporting person or spouse. Its asset is an interest in

LLC, that is invested through

Merrill Lynch and Stifel in manager directed investments (see above) and in Vanguard's Prime Money Market Fund, Intermed. Term Tax Exempt Inv Fund. and

Balanced Index Fund

401¢k): (Line 18) Vanguard: Investments are in Dodge & Cox Stock Fund, Vanguard 500 Index, Vanguard Mid Cap Value Index, Hartford Mid Cap, Vanguard

Small Cap Index, Vanguard International Value, Vanguard International Explorer, PIMCO Total Return Instl, and PIMCO High Yield Instl. Contributions to the

Plan and purchases by the Plan to preselected funds are made throughout the year,

Lawfirm Capital Contribution (Spouse) is in the law firm of [EGE . 1 LC in Birmingham, AL,

Trust III owns a life insurance policy issued by Phoenix Mutual Life Insurance Company amd stock isued by Phoenix Mutual,

Trust IV owns a life insurance policy issued by Northwestern Mutual Life Insurance Company.

Trust V is a trust created by gifts of family members other than the reporting person or spouse. Its asset is an interest in Bowdre Enterprises, LLC that is invested

through Morgan Stanley directed investments and automatic programs.

Partial Sales in some holdings did not change year-end category listings.

Deletion of some holdings in previous reported years caused the deletion of certain lines and effectuated a change in numbering for subsequent entries.

Previous line 32 sold at a loss on 1/29/14 to Melanie June Turner, having negative value and no income, and should have been included in that earlier report. Please

consider this note an amendment of the 2014 report,

Previous line 35 - The company name of insurance changed to Voya - Reliastar Life,