Sarah S. Vance

IRRA #2, Rollover Merrill Lynch (H):

Merrill Lynch USA Rasp / Cash — Int/Div — Note mn Section vHL

iShares MSCI EAFE Index (EFA) — Int/Div — Buy (add'l)

iShares MSCI EAFE Index (EFA) — Buy (add'l)

iShares MSCI EAFE Index (EFA) — Buy (add'l)

iShares iBoxx $ Invt Grade Corp BD Fund (LOD) — Int/Div — Buy

iShares iBoxx $ Invt Grade Corp BD Fund (LOD) — Buy (add'l)

iShare Barlcys 20+ Yr Treas Index Fund (TLT — Int/Div — Sold — Note m Section VIL

iShares Barclays TIPS BO Protected SECS FD(TIM — Int/Div — Buy (add'l)

iShares Barclays TIPS BO Protected SECS FD(TIM — Buy (add'l)

iShares Barclays TIPS BO Protected SECS FD(TIM — Sold (part)

iShares Barclays 3-7 YEAR TRSY BD FD {IED — Int/Div — Buy

iShares Barclays 3-7 YEAR TRSY BD FD {IED — Buy (add'l)

iShares Barclays MBS BON Fund (MBB) — Int/Div — Buy — Note mn Section VHL

SPDR Barclays INTL Treasury Bond ETF (BWX) — Int/Div — Sold (part) — Note mn Section VIL

SPDR Barclays INTL Treasury Bond ETF (BWX) — Buy

SPDR Barclays INTL Treasury Bond ETF (BWX) — Sold

SPDR Barclays High Yield Bond ETF (INK) — Int/Div — Sold (part)

SPDR Barclays High Yield Bond ETF (INK) — Buy

Vanguard Small Cap Value ETF (VBR) — Int/Div — Buy

Vanguard Small Cap Value ETF (VBR) — Buy (add'l)

Vanguard Small CAP Growth ETF (VBK) — Int/Div — Sold (part)

Vanguard Value ETF (VTV) — Int/Div — Buy

Vanguard Value ETF (VTV) — Buy (add'l)

Vanguard Growth ETF (VUG) — Int/Div — Sold (part) — Note in Section VIL

Vanguard Growth ETF (VUG) — Buy (add'l)

Vanguard Intermediate Term Bond ETF (BIV) — Int/Div — Buy

Vanguard Intermediate Term Bond ETF (BIV) — Buy (add'l)

Vanguard Short Term Bond (BSY) — Int/Div — Sold (part)

Vanguard Short Term Bond (BSY) — Buy (add'l)

Vanguard Short Term Bond (BSY) — Sold (part)

Maarket Vectors EMRG MKTS Local Currenty Debt ETF (EMLC) — Int/Div — Buy

Maarket Vectors EMRG MKTS Local Currenty Debt ETF (EMLC) — Buy (add'l)

Powershares Global Exchange Traded FD TRI(PCY) — Int/Div — Buy

Powershares Global Exchange Traded FD TRI(PCY) — Buy (add'l)

Powershares Preferred Portfolio (PGX) — Int/Div — Buy

Emerging Global Shares (ECON) — Int/Div — Sold (part) — Note m Section viL

iShares INC CORE MSCHIEMG) — Int/Div — Sold (part) — Note mn Section VIL

IRA #3, Merrill Lynch New Orleans (H):

Memll Lynch Retirement Reserves / Cash — Int/Div

ML Bank USA Rasp — Int/Div

iShares MSC1 EAFE Index fund (EFA) — Int/Div — Buy

iShares MSC1 EAFE Index fund (EFA) — Buy (add'l)

iShares MSC1 EAFE Index fund (EFA) — Buy (add'l)

iShares iBoxx $ INVT Grade Corp BD Fund (LOD) — Int/Div — Buy — Note mn Section vIiHL

iShare Barclays 20+ YR TREAS Index Fund (TLT) — Int/Div — Sold — Note in Section VIL

ishares Barclays TIPS BO Protected SECS FD (TIM) — Int/Div — Buy (add'l)

ishares Barclays TIPS BO Protected SECS FD (TIM) — Sold (part)

iShares Barclays 3-7 YEA TRSY BD FD (IE — Int/Div — Buy

iShares Barclays 3-7 YEA TRSY BD FD (IE — Buy (add'l)

iShares Barclays MBS BON Fund (MBB) — Int/Div — Buy — Note in Section VIL

SPDR Barclays INTL Treasury Bond ETF (BWX) — Int/Div — Sold (part) — Note m Section VIL

SPDR Barclays INTL Treasury Bond ETF (BWX) — Buy

SPDR Barclays INTL Treasury Bond ETF (BWX) — Sold

SPDR Barclays High Yield Bond ETF (INK) — Int/Div — Sold (part)

Vanguard Small Cap Value ETF (VBR) — Int/Div — Buy — Note m Section VIL

Vanguard Small Cap Growth ETF (VBK) — Int/Div — Buy

Vanguard Value ETF (VTV) — Int/Div — Buy

Vanguard Value ETF (VTV) — Buy (add'l)

Vanguard Growth ETF (VUG) — Int/Div — Sold (part) — Note m Section VIL

Vanguard Growth ETF (VUG) — Buy

Vanguard Intermediate Term Bond ETF (BIV) — Int/Div — Buy — Note mn Section VIL

Vanguard Intermediate Term Bond ETF (BIV) — Buy (add'l)

Vanguard Short Term Bond (BSV) — Int/Div — Sold (part)

Vanguard Short Term Bond (BSV) — Buy (add'l)

Vanguard Short Term Bond (BSV) — Sold (part)

Market Vectors EMRG MKTS Local Currency DEBT ETF (EMLC) — Int/Div — Buy

Market Vectors EMRG MKTS Local Currency DEBT ETF (EMLC) — Buy (add'l)

Powershares Global Exchange Traded FD TR (PCY) — Int/Div — Buy

Powershares Global Exchange Traded FD TR (PCY) — Buy (add'l)

Powershares Preferred Portfolio (PGX) — Int/Div — Buy — Note m Section VIL

Emerging Global Shares (ECON) — Int/Div — Sold (part) — Note mn Section VIL

iShares INC CORE MSCHIEMG) — Int/Div — Sold (part) — Note in Section VIL

Profit Sharing Retirement Plan - Fidelity Invest. Account (HY

Ret Gov't (Money Market Fund) — Int/Div — Buy (add'l)

Ret Gov't (Money Market Fund) — Sold (part)

Ret Gov't (Money Market Fund) — Buy (add'l)

Ret Gov't (Money Market Fund) — Sold (part)

Ret Gov't (Money Market Fund) — Buy (add'l)

Fidelity Growth Company K (FGCKX) — Int/Div — Sold (part)

Harbor Int] Inst (HAINX) — Int/Div — Buy (add'l)

Harbor Int] Inst (HAINX) — Sold (part)

Fidelity Emerging Mkts K (FKEMX) — Int/Div — Sold

Spartan US Bond Index Fund (FXSTX) — Int/Div — Buy (add'l)

Goldman Sachs Small Cap Value Class A (GSSMX) — Int/Div — Buy (add'l)

Goldman Sachs Small Cap Value Class A (GSSMX) — Sold (part)

Lazard Emerging Mkts Institutional (LZEMX) — Int/Div — Sold (part)

Fidelity Cash Reserves (FDRXX) — Int/Div — Buy (add'l)

Fidelity Cash Reserves (FDRXX) — Sold (part)

Fidelity Cash Reserves (FDRXX) — Sold (part)

Fidelity Cash Reserves (FDRXX) — Buy (add'l)

Vanguard INFL PROT SEC — Int/Div — Note m Section VIL

Gabelli Equity Income CL A — Int/Div — Sold (part)

Pimco Income Fund CL DT — Int/Div — Buy (add'l)

Pimco Income Fund CL DT — Buy (add'l)

Pimco Income Fund CL DT — Buy (add'l)

Vanguard Inflation PROT ADM (VAIPX) — Int/Div

Fidelity Balanced K — Int/Div — Buy

Fidelity Balanced K — Sold

Cash Management Account, Merrill Lynch (Hy

Cash / CMA Money Fund — Int/Div

Blackrock Global Allocation FD INC ( — Int/Div — Sold (part)

Trust, Merrill Lynch (H):

Cash / CMA Money Fund — Interest

Columbia Marsico Focused Eq A INFEAX) — Int/Div

Lord Abbett Developing Growth Fund CL A — Int/Div

Putnam Intemational Equity Fund CL A — Int/Div

Davis NY Venture FD A — Int/Div

Checking and Money Market Accounts, J.P. Morgan — Interest

Judicial & Justice Federal Credit Union — Interest

Estate #1 — Int/Div

Morgan Stanley Money Market Account

Morgan Stanley Bank, NA. (H): — Interest

Hancock Holding Co. (HBHC) — Int/Div — Sold (part)

Hancock Holding Co. (HBHC) — Sold

Columnbia Tax Exempt A (COLTX) — Int/Div — Sold (part) — Note mn Section VIL

Columnbia Tax Exempt A (COLTX) — Sold

EV National Muni Income A (EANAX) — Int/Div — Sold (part) — Note mn Section VIL

EV National Muni Income A (EANAX) — Sold

INVESCO Muni Income A (VKMMX) — Int/Div — Sold (part) — Note mn Section VIL

INVESCO Muni Income A (VKMMX) — Sold

Consulting Grp Core Fixed Inc (THUX) — Int/Div — Buy

Consulting Grp Core Fixed Inc (THUX) — Buy (add'l)

Consulting Grp Emre Mkt EQ INV (TEMUX) — Int/Div — Buy

Consulting Grp Emre Mkt EQ INV (TEMUX) — Buy (add'l)

Consulting Grp HI YLD Invstmnt (THYUX) — Int/Div — Buy

Consulting Grp HI YLD Invstmnt (THYUX) — Buy (add'l)

Consulting Grp Intl EQ Invest {TIEUX) — Int/Div — Buy

Consulting Grp Intl EQ Invest {TIEUX) — Buy (add'l)

Consulting Grp Intl FX Inc Inv (TIFUX) — Int/Div — Buy

Consulting Grp Intl FX Inc Inv (TIFUX) — Buy (add'l)

Consulting Grp LG Cap Val Eq (TLVUX) — Int/Div — Buy

Consulting Grp LG Cap Val Eq (TLVUX) — Buy (add'l)

Consulting Grp LG Cap Val Eq (TLVUX) — Sold (part)

Consulting Grp LG Cap Val Eq (TLVUX) — Sold (part)

Consulting Grp LG CP GW Invest (TLGUX) — Int/Div — Buy

Consulting Grp LG CP GW Invest (TLGUX) — Buy (add'l)

Consulting Grp SM CP GW Invest (TSGUX) — Int/Div — Buy

Consulting Grp SM CP GW Invest (TSGUX) — Sold (part)

Consulting Grp SM GP VL EQ Iny (TSVUX) — Int/Div — Buy

Consulting Grp SM GP VL EQ Iny (TSVUX) — Buy (add'l)

Consulting Grp SM GP VL EQ Iny (TSVUX) — Sold (part)

Merrill Lynch: (H)

iShares INC Core MSCI Emerging MKTS ETF (1IEMG) — Int/Div — Sold (part) — Note in Section VIL

Vanguard Small Cap Growth ETF (VBK) — Int/Div

Vanguard Value ETF (VTV) — Int/Div — Buy (add'l)

Vanguard Value ETF (VTV) — Buy (add'l)

Vanguard Value ETF (VTV) — Buy (add'l)

Vanguard Growth ETF (VUG) — Int/Div — Sold (part)

Vanguard Growth ETF (VUG) — Buy (add'l)

Vanguard Growth ETF (VUG) — Buy (add'l)

Vanguard Growth ETF (VUG) — Buy (add'l)

Vanguard Intermediate Term Bond ETF (BIV) — Int/Div — Buy

Vanguard Short Term Bond (BSV) — Int/Div — Sold (part)

Market Vectors EMRG MKTS Local Currency Debt ETF (EMLC) — Int/Div — Buy

Market Vectors EMRG MKTS Local Currency Debt ETF (EMLC) — Buy (add'l)

Powershares Global Exchange Traded FD TR(PCY) — Int/Div — Buy

Powershares Global Exchange Traded FD TR(PCY) — Buy (add'l)

Powershares Global Exchange Traded FD TR(PCY) — Buy (add'l)

Powershares Preferred Portfolio (PGX) — Int/Div — Buy (add'l)

Powershares Preferred Portfolio (PGX) — Buy (add'l)

SPDR Barclays INTL Treasury Bond ETF (BWX) — Int/Div — Buy (add'l)

SPDR Barclays INTL Treasury Bond ETF (BWX) — Sold (part)

SPDR Barclays INTL Treasury Bond ETF (BWX) — Sold

SPDR Barclays High Yield Bond ETF INK) — Int/Div — Sold (part)

SPDR Barclays High Yield Bond ETF INK) — Buy

SPDR Barclays High Yield Bond ETF INK) — Buy (add'l)

Vanguard Small Cap value ETF (VBR) — Int/Div — Buy

Vanguard Small Cap value ETF (VBR) — Buy (add'l)

Vanguard Small Cap value ETF (VBR) — Buy (add'l)

Emergmg Global Shares Dow Jones (ECON) — Int/Div — Sold (part)

Emergmg Global Shares Dow Jones (ECON) — Buy

Emergmg Global Shares Dow Jones (ECON) — Buy (add'l)

iShares MSC1 EAFE (EFA) — Int/Div — Buy

iShares MSC1 EAFE (EFA) — Buy (add'l)

iShares iBoxx $ IVT Grade CORP BD (LOD) — Int/Div — Buy

iShares iBoxx $ IVT Grade CORP BD (LOD) — Buy (add'l)

iShares 20+ Year Treasury Bond ETF (TLT — Int/Div — Buy

iShares 20+ Year Treasury Bond ETF (TLT — Sold

iShares TIPS Bond ETF (TIP) — Int/Div — Buy (add'l)

iShares TIPS Bond ETF (TIP) — Buy (add'l)

iShares TIPS Bond ETF (TIP) — Sold (part)

iShares 3-7 Year treasury Bond ETF (1EI — Int/Div — Buy (add'l)

iShares 3-7 Year treasury Bond ETF (1EI — Buy (add'l)

iShares MBS ETF (MBB) — Int/Div — Note m Section VIL

ML Bank Deposit Program — Int/Div — Note mn Section VIL

Board Member, New Orleans Chapter Federal Bar Association

Board Member, Tulane Law Institute National Advisory Board

Bowrd Member, Tulane Law School «« Dean's Advisory Board

Council Member, Amencan Law Institute

Reimbursement — American Law Institute — January 15-17, 2014 — Philadelphia, Pennsylvanic — Council Meeting — Travel, lodging, meals

Reimbursement — American Law Institute — May 18-19, 2014 — Washington, D.C — Council Meeting — Travel, lodging,meils

Reimbursement — Amencan Law Institute — September 3-4, 2014 — Philadelphia, Pennsylvania — Advisers Meeting — Travel, lodging, meals

Reimbursement — American Law institute — October 15-17, 2014 — New York, New York — Council Meeting — Travel, lodging, meals

Spouse's income — 2014 — Jones Walker LLP « income from law practice

Line 104 -- The asset was inadvertently reported as “Sold” on line 147 of the 2013 Financial Disclosure Report. The asset should have been reported as "Sold

(part)" on the 2013 Financial Disclosure Report.

Line 152 - (Header) Lines 208-249 of the 2013 Financial Disclosure Report were incorrectly listed as part of the Morgan Stanley account listed at line 203, Those

assets were ina new account at Merrill Lynch. The 2014 Report correctly lists these assets under the Merrill Lynch account shown on lines 152-196.

Line 153 — The assct was inadvertently reported as “Sold” on line 210 of the 2013 Financial Disclosure Report. The asset should have been reported as “Sold

(part)" on the 2013 Finuncial Disclosure Report.

Line 154 - The asset was inadvertently reported us "Sold™ on line 212 of the 2013 Financial Disclosure Report. The asset should have been reported as "Sold

(part)" on the 2013 Financial Disclosure Report.

Line 194 — The asset was madvertently reported as “Sold” on line 245 of the 2013 Financial Disclosure Report. The asset should have been reported as "Sold

(part)" on the 2013 Financial Disclosure Report.

Line 195 — The asset was inadvertently reported as “Sold” on line 247 of the 2013 Financial Disclosure Report. The asset should have been reported as "Sold

(part)" on the 2013 Financial Disclosure Report.

+¢¢ SELF-INITIATED AMENDMENT

‘on

11/2315

Line 124 — The Amount Code was madvertly left off of the 2014 report. The asset should have been reported with the Amount Code "A.

Line 126 - The Amount Code was inadvertly left off of the 2014 report. The asset should have been reported with the Amount Code "A."

Line 128 — The Amount Code was inadvertly left off of the 2014 report. The asset should have been reported with the Amount Code "A."

Line 196 - The asset was completely sold on June 7, 2013, and should not have been listed on the 2014 report, Line 196 was deleted in the Self-Initiated

Amendment, and filed on 11/23/15,