Marcia Morales Howard

Wachovia, now Wells Fargo (bank accts) — Interest

Southside Warehouse, Inc. Stock (See Part VIL)

Paragon Life / Met Life Variable Life Policy — Interest

MIC Holding (See Part VIII.)

T. Rowe Price 401{k) — Int/Div

TRP RST Balanced

TRP Stable Value Fund

Bombardier 401(k) — Int/Div

wwesDWS Real Estate Securities Fund

we<lnvestment Co. of America Fund/A

Washmgton Mutual Investors Fund/A

eesGrowth Fund of America/A

w-Perkins Small Cap Value (See Part Vil

weFranklin Small Mid Cap Growth Fund/A

Euro Pacific Growth Fund/A

DFA Emerging Markets

State Street EAFE International Index Fund

State Street S&P 500 Index (See Part Vly

Wells Fargo 401(k) — Int/Div

Stable Fund

Southland Life Insurance Policy — Interest

Morgar Professional Center — None

Banco Bilbao — Int/Div

Brokerage Account

Ready Assets Prime Money (See Part Vil — Int

Demand Deposit Account (See Part Vil

Everbank — Interest — Closed

Bank of America Account — Interest

Wells Fargo stock — Int/Div

Condominium - Jacksonville, FL (See Part Vil — None — Sold

Community First {Bank Account) — Interest

Bank of America Stock (See Part VII) — Int/Div

Ofhcer/Director, Morales Construction Co, Inc

Director, MIC Holdings Inc

Board Member, Wolfson Children's Hospital Women's Board (non-profit)

Member, St. Vincent's Hospital Women's Council (non-profit)

Trustee, Irrevocable Insurance Trust #1

Board Member, Community Hospice of Northeast Flonda

Board Member, Leadership Jacksonville

Board Member, University of Florida, Law Center Association, Board of Trustees

Agreement — 2003 — McGuimeWoods LLP 401K) (admimstered by T. Rowe Price)

Spouse's income — 2013 — Bank of America - salary

Part | - The Irrevocable Trust disclosed on Line 8 1s an unfunded trust.

Part 1 - The Law Center Association Board of Trustees is an advisory board that assists in guiding the future of the College of Law. We do not manage trust

assets,

Part VII, Co. B(2), Lines 2, 4, and 22 - the type of income is partnership income.

Part VII, Line 25, Merrill Lynch appears to have renamed this fund

Part VII, Line 27, this item represents the proceeds of the stock sold in line 26.

Part VII, Line 32, this item represents [MMMM + interest in a condominium,

Part VII, Line 34, this item includes additional stock awards arising from [JN employment which were distributed during 2013,