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) — open line 29

contd — Sold (part) — expenses

cont'd — Sold (part) — expenses

Russell Frank Inv. Co. Lifepoints Fund Growth Strategy Relix — Int/Div

ING USA Annuity and Life Insurance Co. — None

Mutual Whole Life Cash Value 21 — Int/Div — Sold (part) — cash out no gain

NW Mutual Whole Life Cash Value #2 — Int/Div — Closed — cashed out

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

401K Fidelity Freedom 2030 Fund — Int

NetReit Real Estate Investment Trust — Int/Div

IRA American Funds

American Funds-EuroPacific Growth Fund- B — Int/Div — Sold (part) — open line 19

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

American Funds-The Investment Company of America B — Int/Div — Sold (part) — line 15

American Funds-Income Fund of America A — Int/Div

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

American Funds-EuroPacific Growth Fund A — Int/Div — Open — line 14

Amencan Funds-American Balunced Fund B — Int/Div — Sold (part) — open line 21

American Funds- American Balanced Fund A — Int/Div — Open — line 20

Future Scholar 529 College Savings Plan-FS Mod Conserv — Int/Div — Buy (add'l)

cont'd — (part) — expenses

cont'd — Buy (add'l)

cont'd — Sold (part) — expenses

cont'd — Sold (part) — expenses

Behringer Harvard Multifamily REIT Inc — Int/Div

X) Rental Property #1 Greenville SC — Rent

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

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

Liability — Georgia Institute of Technology — Each semester 1/2 ition and fees paid in installments, paid in full as of 12/31

Reimbursement — South Caroling Bankruptcy Law Association — 05/18-520 — Asheville, NC — Speak ut CLE — lodging, some meals, registration waived

Reimbursement — South Caroling Defense Trial Attomeys Association — 11-08-11/11 — Kiawah Island, SC — attend CLE — lodging, some meals and registranon waived

Spouse's income — 2012 — Employment with Tumer Padget Graham & Laney

V1(1) per filing instructions all cash equivalent accounts at this bank, other than trust accounts, were aggregated here (listed separately on prior reports)

trustees for

VII2 - 5 and 29) and Part | (Positions)

some funds distributed for college expenses

VII (9)- taxable gain realized on a portion of the cash out

VI1(22-26) account opened in 201 1 (no control). Fund name on statements for the account changed in 2012 from “Income and Growth Stat Direct” to "FS

Mod Conserv Port Static.” A reference booklet provided to participants dated October 2012 and ntled "Helping South Carolinians save for college: Program

Description, Direct Program” for the Future Scholar South Carolina's 529 College Savings Plan states that underlying funds may change from time to time without

prior notice 0 account owners,