Allyson Kay Duncan

North State Bancorp, Common — None

Ameriprise MM — Int/Div

Riversource Life Insurance Co-Immediate Annuity — None

Ameriprise Brokerage Acct £1 (H)

Ameriprise MM — Interest

ASRAX — Int/Div — Sold

DLHAX — Int/Div

DPDFX — Int/Div — Sold (part)

DPDFX — Sold

FDAGX — Int/Div — Sold

FKUTX — Int/Div — Sold

HLMGX — Int/Div

ETAGX — Int/Div — Sold (part)

PDVAX — Int/Div — Sold (part)

PDVAX — Sold

PBSMX — Int/Div — Sold (part)

PBSMX — Sold (part)

PBSMX — Sold (part)

PBSMX — Sold (part)

PBSMX — Sold

GHAAX — Int/Div

SGENX — Int/Div — Buy

SGENX — Buy (add'l)

IRAZ) — Int/Div

Ameriprise Money Market

Natixis Funds Gateway GATEX

John Hancock Small Cap Equity Fund JHIAX — Sold

MFS Value Fund MEIAX — Buy (add'l)

MFS Value Fund MEIAX — Buy (add'l)

MFS Value Fund MEIAX — Buy (add'l)

MFS Value Fund MEIAX — Buy (add'l)

ETAGX — Sold (part)

Oppenheimer Strategic Income Fund — Sold (part)

Oppenheimer Developing Markets ODMAX

Pinco Total Return Fund PTTDX

Van Eck Global Hard Assets Fund — Sold

Virtus Real Estate Fund PHRAX — Buy (add'l)

Virtus Real Estate Fund PHRAX — Buy (add'l)

Virtus Real Estate Fund PHRAX — Buy (add'l)

Virtus Real Estate Fund PHRAX — Buy (add'l)

Virtus Foreign Opportunities Fund JVIAX

Wells Growth A SGRAX

Vanguard FTSE All World Ex US — Sold

J P Morgan Chase NA BSKT GLBL STKS LEDCD — Sold

J P Morgan Chase NA BSKT GLBL STKS LEDCD — Buy

J P Morgan Chase NA BSKT GLBL STKS LEDCD — Buy

BKLN — Buy

BKLN — Buy

BKLN — Buy

SGENX — Buy

SGENX — Buy

AFLAC Common — Int/Div

Duke Energy Common — Int/Div

Dupree NC Tax Free Short to Medium Series — Interest

North State Bank accounts — Interest

Spectra Energy Corp — Int/Div

IRA-#2 — hy

NC Stable Value 401K

Sinus SX Radio Inc — None — Sold

Trust £1 (H) — Interest

General MM — Closed

Trust #2 (H) — Interest

ML Bank Deposit Program — Closed

Neuberger Berman- Guardian Fund Investor Class (x) — Int/Div

Trustee

Trustee, Trust 2 -pm

Gift — Susman Godfrey, LLP — legal services — $26,658.91

Income — 2013 — Duke Umiversaty-teaching — S4.500.00

Income — 2013 — State Employees Retirement System of NC — $17,510.00

Part VII Investments & Trusts

Line 60-63 represent Trusts that were closed during 2013 and the cash was distributed to the beneficiaries,

Part V Gifts | was one of 7 numed plaintiffs in Barker et al v. United States, Case No. 1:12-cv-00826 (Fed. C1.) brought to challenge the denial of Article 111 judges’

cost -of-living adjustments (COLAs) over multiple years. Attomeys fees and costs were expended between November 2012 through December 31, 2013 in the

total amount of $186,612.35 on a pro bono basis by the law firm of Susmun Godfrey, LLP, 1201 Third Avenue, Suite 3800, Seattle, WA 98101 who served as

plaintiffs’ counsel without compensation or reimbursement from me or the other plaintiffs.