Bruce Kasold

MFA Stock — Int/Div

BLANK ccscnane

Schwab Trust

GEOS — Sold

GEOS — None — Buy

GEOS — Sold

GEOS — None — Buy

GEOS — Sold

BLANK-esenee.

Schwab IRA2

CSOL Stock — None

PALAF Stock — None

ANH Stock — Int/Div

NLY Stock — Int/Div

PWE Stock — Int/Div

Navy Federal Credit Union Account — Interest

Pentagon Federal Credit Union Account — Interest

Chevy Chase Bank Account — Interest

ING Bank — Interest

Ally Bank — Interest

MCD Stock — Int/Div

SUBK Stock — None

USAGX Stock — None

D Stock — Int/Div

BLANK cccccnsace

Scottrade Cash — Interest

SKSRX (formerly GSC) — Int/Div

PWE Stock — Int/Div

ALLO Stock — None

COGC Stock — None

FXPT Stock — None

SOIGF Stock — None

SCEY Stock — None

SKYC (formerly YCKM Stock) — None

CYTR — None — Sold

PBA (formerly PVX Stock) — Int/Div

SGLREF (formerly PACE (formerly MDOEF) — Int/Div

LGCY Stock — Distribution

CSOL Stock — None

CC Stock — Int/Div

HTS Stock — Int/Div

GGLR (formerly GGR Stock) — None

CBMMA Bond (formerly BLXJF) — Interest

BRK/B Stock — None

CHK Stock — Int/Div

BBEP Stock — Int/Div

NLY — Int/Div

BAC — Int/Div

MSFT — Int/Div

SGLRF — None — Buy

SGLRF — Int/Div — Buy

SKSRX — Int/Div — Buy (add'l)

BLANK-ccsenens

Schwab Cash — Interest

SUBK Stock — None

MBVA Stock — None

MNR Stock (formerly MNRTA) — Int/Div

FOG Stock — Int/Div

NLY Stock — Int/Div

ENZN Stock — Int/Div

CC Suxk — Int/Div

CHK+D Stock — Int/Div

CRHVF Stock (formerly JAARF) Stock — Int/Div

WH Stock — None

CWH Stock (formerly HRP) — Int/Div

LGCY Suxk — Int/Div

EVEP Stock — Int/Div

BRKB Stock — None

BX Stock — Int/Div

CPLP Stock — Int/Div

PVR Stock — Int/Div

T Stock — Int/Div

BSX Stock — None

CHK Stock — Int/Div

CUAEF Stock — Int/Div

FTR Stock — Int/Div — Sold (part)

GGR Stock — None

PPRTF Stock — None

SNV Stock — Int/Div

BBEP Stock — Int/Div

RNO Stock — Int/Div

RF Stock — None — Buy

RF Stock — Int/Div — Buy

BLANK-cesene

Schwab IRA

NLY Stock — Int/Div — Buy (add'l)

JE Stock (formerly JUSTF) — Int/Div

CSOL Stock — None

PALAF Stock — None

WH Stock — None

CWH=+D Stock (formerly HRP+D) — Int/Div

ANH Stock — Int/Div

CRHVF Stock (formerly JAARF) — Int/Div

AT Stock — Int/Div

PCWLF Stock — Int/Div

GGLR (formerly GGR Stock) — None

TNK Stock — Int/Div

BANR Stock — Int/Div

SNV Stock — Int/Div

WIN Stock — Int/Div — Sold

RVRCF Stock — None

PGH Stock — Int/Div

FTR Stock — Int/Div

RYJIUX — None

RYJIUX — None — Buy

RYJIUX — Int/Div — Buy

BLANK-coseneas

Schwab Ed Acct

CSOL Stock — None

BLXJF Bond — Interest

WH Stock — None

TNK Stock — Int/Div

GGLR (formerly GGR Stock) — None

CHK+D — Int/Div

BLXJF Bond — Interest

WLCDF Stock — None

CWH+D Stock (formerly HRP+D) — Int/Div

NLY Stock — Int/Div

CSOL Stock — None

CRHVF Stock (formerly JAARF) — Int/Div

YLWPF Stock — None

GGLR (formerly GGR Stock) — None

AT Stock — Int/Div — Sold

BANR Stock — Int/Div

CPKPY Stock — None

PWE Stock — Int/Div

WIN Stock — Int/Div — Sold

AEV Stock — Int/Div

PRE+D Stock — Int/Div — Buy (add'l)

PGH Stock — Int/Div

1DG Stock — Int/Div

BFCF Stock — None

PCWLF — None — Sold

PCWLF — None — Buy

PCWLF — None — Buy

PCWLF — Int/Div — Buy

PCWLF — Int/Div — Buy

CWH Stock (formerly HRP) — Int/Div

LGCY Suck — Int/Div

KMP Stock — Int/Div

GGLR (formerly GGR Stock) — None

AT Stock — Int/Div

TNK Stock — Int/Div

BRKB Stock — None

BX Stock — Int/Div

CRHVF Stock (formerly JAARF) — Int/Div

CHK+D Stock — Int/Div

SNV Stock — Int/Div

FTR Stock — Int/Div

PGH — Int/Div

PBKEF (changed to LSTMF for CY 13) — Int/Div

PBKEF (changed to LSTMF for CY 13) — Int/Div — Buy

PBKEF (changed to LSTMF for CY 13) — Int/Div — Buy

BLANK «ecscnea

Interactive Brokers

AAPL — Int/Div — Buy

AAPL — Sold

AAPL — Int/Div — Buy

AAPL — Sold

ACHC — None — Buy

ACHC — Sold

AGNC — Int/Div — Buy

AGNC — Buy (add'l)

AGNC — Int/Div — Buy

AGNC — Buy (add'l)

AMGN — Int/Div — Buy

AMGN — Sold

AMGN — Int/Div — Buy

AMGN — Sold

AMGN — None — Sold

CLMT — Int/Div — Buy

CLMT — Buy (add'l)

CSCO — None — Buy

CSCO — Int/Div — Buy

CSCO — Buy (add'l)

CYNO — None — Buy

CYNO — Sold

CYNO — None — Buy

CYNO — Sold

CYNO — None — Buy

CYNO — None — Buy

CYNO — Sold

CYNO — None — Buy

CYNO — Sold

GEOS — None — Buy

GEOS — Sold

GEOS — None — Buy

GEOS — Int/Div — Buy

GEOS — Int/Div — Buy

GEOS — Sold

GEOS — Int/Div — Buy

MITT — Int/Div — Buy

MLNX — None — Buy

MLNX — Sold

MLNX — Int/Div — Buy

MLNX — Int/Div — Buy

MLNX — Int/Div — Buy

MLNX — Buy (add'l)

MLNX — Sold

MLNX — None — Buy

MLNX — Int/Div — Buy

PDFS — None — Buy

PDFS — Sold (part)

PDFS — Sold

PIKE — None — Buy

PIKE — Sold

PROV — Int/Div — Buy

RHHBY — None — Buy

RHHBY — None — Buy

SBRA — Int/Div — Buy

SBRA — Int/Div — Buy

SBRA — Sold

SNTS — None — Buy

SNTS — Sold

SNTS — Int/Div — Buy

SNTS — None — Buy

SNTS — Sold

SWHC — None — Buy

SWHC — Sold

T™MO — None — Buy

T™MO — Sold

T™MO — Int/Div — Buy

T™MO — Int/Div — Buy

T™MO — Int/Div — Buy

T™MO — Sold

T™MO — None — Buy

T™MO — Sold

T™MO — Int/Div — Buy

Fidelity Annuity Mid Cap — None

Fidelity Annuity Fmancial Service — None

Fidelity Annuity Energy — None

Fidelity Annuity Contrafund — None

Fidelity Annuity Asset Manager, Gr — None — Closed

Fidelity Annuity Real Estate — None — Buy

Fidelity Annuity Health Care — None — Buy

Allianz (AGH Annuity — None

Columbia Housing P'ship (Jow income housing throughout US) — None

Gatz Properties, LLC (Real estate in Riverhead, NY) — None

Mort note to Atlantic Beach, LLC, Coconut Gorve, FL — None

Director Emeritus, Volunteer, Board of Directors, Pentagon Federal Credit Union

Trustee, I [rust

Reimbursement — Pentagon Federal Credit Union {PFCL) — 18-20 January — NYC. NY — PFCU planning conf — Transp, room & board, activities fees

Reimbursement — PFCL — 29 April-5 May — Dresden, Poland — Defense Credit Unmon Overseas Conference — Transp, room & board, activiteis fees

Reimbursement — PFCL — 20-23 June — Nemacolin, PA — PFCU planning conf — Transp, room & board, activities fees

Line 166. BSX was sold w/i the Interactive Brokers account as noted. It should have been reported in 2010, 2011, and 2012, with a cost valuation code J; there

have been no dividends.

Line 98. Lines 94-101 reflect investments in an education account, 1 erred in including CWH=D in my orignal report for CY 2013, which was carried over from

carlier reports. This report 1s now blank for thut line. Indeed, this account never had CWH+D. The earlier reports should have shown CHK~+D instead of CWH

+D; the rest of the line item reporting is correct for CHK+D, even though labled CWH+D (mcome and valuation are the minimum reporting values). | correctly

added CHK~D on line 101 in my original reoprt for CY 2013, but | did not notice that | should have deleted CWH+D.