James E Massey

State St. Bank & Trust Co, Trustee IRA Crawford Retiremen — None

Teachers Ins. & Annuity Association (TIAA Tradtional) — None

Schwab Monev Market Fund — Int/Div

La Banque Postale Account #1 — Interest

La Bangue Postale Account #2 — Interest

La Banque Postale Account #3 — None

College Savings lowa Account Growth Portfolio — None

College Savings lowa Account 2 Growth Portfolio — None

Rollover IRA (Fidelity Cash Reserves) — Int/Div

Bank of America Accounts — Interest

Assets of Friend 's Trust (Lines 14.22)

Trust#1

Bank of America Checking Account — None

Bank of America (Certif. of Deposit) — Interest — Buy

Withdrawal from C/D — Sold (part) — To BOA Trust Acct

ee Renewal of C/D — Buy

Brokerage Account No. for Trust # at Fidelity Invest. — Interest — Sold (part) — Beneficiaries BOA Trst

Brokerage Account No. for Trust # at Fidelity Invest. — Distnbuted — BOA Trust Acct Line 15

Brokerage Account No. for Trust # at Fidelity Invest. — Closed

Brokerage Account No. 2 for Trust # at Charles Schwab — Interest — Sold (part) — Fidelity Acct Line 18

Brokerage Account No. 2 for Trust # at Charles Schwab — Distnbuted — BOA Trust Acct Line 15

Brokerage Account No. 2 for Trust # at Charles Schwab — Closed

Trustee, Trust # (settled by deceased friend)

Gift — Southeastern Bankruptcy Law Institute — Seminar 2013 - Registration fee waived — $725.00

Gift — Southeastern Bankruptcy Law Institute — Seminar 2014 - Registration fee waived — $725.00

Reimbursement — Institute for Ci ontinuing Legal Ed.

3. (Part 1) | serve as the Trustee of a Trust created by a close family friend, who died in 2012.

2. (Part V) The Southeastern Bankruptcy Law Instititue is a not-for-profit organization that sponsors an annual seminar on bankruptcy,

3 (Part VII)

Line | - State Street Bank & Trust Co, is the Trustee for IRAs that are managed in the group trusts by Crawford Investment Counsel, that are not self-directed and

that invest in publicly traded stocks and bonds,

Lines 12-24 reflect assets and transactions in the Trust of a deceased family friend, disclosed in Part 1, for which 1 serve as the sole Trustee.

Lines 19-21 The only asset in this brokerage account during the period of this report was cash. Checks written on this account for distributions to beneficiares

and for deposit in the Trust Account at Bank of America shown on Line 15 cleared on various dates beginning on 02/06/13 and ending on 02/25/13, The transfer

on Line 20 resulted in a zero balance and the account was closed at that end of the same month,

Lines 22-24 The only asset in this second brokerage account during the period of this report was cash, which was transferred to the first brokerage account shown

on Line 19 or to the Trust Account at Bank of Anerica as indicated. The transfer on Line 23 resulted in a zero balance and the account was closed at that end of

the same month,