Richard Mark Gergel

Investment Property, Edisto Beach, SC — Rent

1519 Richland LLP, Columbia, SC — Rent

Lmcoln National Universal Life Insurance — Int/Div

Columbia Cash Reserves — Int/Div

Am. US. Govermment Securities Class B — Int/Div — Buy (add'l)

Am. Balanced Class A — Interest — Sold (part)

Am. High Income Trust Class A — Int/Div

Am. Washington Mutual Inv. Class B — Int/Div — Sold (part)

VistaBank South Carolina — None

Bank of America Checking — Int/Div

TIAA-CREF Fixed Annuity — Int

Wachovia Certificates of Deposit — Int/Div

Am. Short Term Bond/Class A — Int/Div

Blackrock Global Allocation Fund — Int./y

Templeton Global Bond Fund — Ine — Sold

Amencan Fund Global Balanced Fund — Interest

FIA Card SErvices Money Market — Interest

Variable Interest HSBC — Interest — Sold

Merill Lynch Bank Deposit Fund — Interest

BOA Cash Reserve Money Market Fund — Interest

Tortoise Energy Capital — Int/Div

IShares US Preferred Stock ETF (PFF) — Int/Div

SP DR Gold Trust — Int/Div

Alliance Bernstein LG Cap Growth Fund, Class A — Int/Div — Sold

Liability — Bank of America — Mortgage on Investment Property: Edisto Beach, South Carolina

Reimbursement — SC Bar Association — 119-12002017 — Greenville SC — Meeting — Hotel

Reimbursement — American Law Institute — S/21 - 5252017 — Washington, DC — Meeting — Hotel, Air, Meals

Reimbursement — Association for Justice — 8/3-62017 — Hilton Head, SC — Meeting — Hotel, Registration

Income — 8/72017 — Farrar, Straus and Giroux, book royalties — S50.000.00

1. Part VIL, Line 3, was amended to change "Prudential Life Insurance” to Lincoln National Universal Life policy. This error was the result of confusing a

Prudential term policy (which has no asset value) with a Lincoln National Universal Life policy. | was also asked to disclose the specific investments authorized

under this policy, if applicable. The Lincoln National Universal policy provides for a fixed interest rate of 3% and does not offer the insured an option to choose

# particular type of investment. Thus, no further information is provided. This is in accord with the Filing Instructi

8, page 39, (2015), which provides that

investment funds should be disclosed if the policy is the type in which an insured is offered an option to select speci

investments or a general category of risk.

2. Part VIL, line 11, relates to a TIAA-CREF fixed annuity. Under this fixed annuity, the annuitant does not choose any type of investment instruments or assets.

Thus, no further information is required.