Diana Jane Gribbon Motz

Call AAPL 1-17-15 @ mm (Short Sale) — Int/Div — Sold

Call AAPL 1-18-14 (@ mm (Short Sale) — Int/Div — Sold

Call AAPL 1-18-14 (@ mm (Short Sale) — Closed

Call IBM 1-18-14 @ gm (Short Sale) — Int/Div — Sold

Aberdeen Asia Pac Income (FAX) (IRA) — Int/Div — Buy

Aberdeen Asia Pac Income (FAX) (IRA) — Buy (add'l)

Altria Group Inc (MO) — Int/Div

Apple Inc (AAPL) — Int/Div — Sold (part)

Artio Aberdeen Global High Income UHYIX) (IRA) — Int/Div — Sold

Blackstone GSO Sr Loan (SRLN) (IRA) — Int/Div — Buy

Campbell Soup Co (CPB) — Int/Div

Charles County MD Public Impt Bds 3.80% 3172017 PRRFD: 3/1713 — Interest — Sold

Chevron Corp (CVX) — Int/Div

Chicago Ill Brd Ed Cap Apprec Bds 0.00% 12/172024 — — Interest — Buy

CVS Corp (CVS) — Int/Div

DFA Emerging Markets Core Equity {DFCEX) — Int/Div

DFAT A World Ex US Core Equity (DFITWX) — Int/Div

DirecTV Inc (DTV) — Int/Div

Dow Chemical Co (DOW) — Int/Div

Duke Realty Corp (DRE) — Int/Div

Exxon Mobil Corporation (XOM) — Int/Div — Sold (part)

Exxon Mobil Corporation (XOM) — Sold (part)

Exxon Mobil Corporation (XOM) — Sold (part)

Exxon Mobil Corporation (XOM) — Sold (part)

Exxon Mobil Corporation (XOM) — Sold (part)

Exxon Mobil Corporation (XOM) — Sold (part)

Fidelity Advisor Floating Rate High Income (FFRHX) (TRA) — Int/Div — Buy

Fidelity Advisor Floating Rate High Income (FFRHX) (TRA) — Sold

Fidelity Cash Reserves (FDRXX) (IRA) — Int/Div

Fidelity Md Municipal Income (SMDMX) — Int/Div — Sold (part)

Fidelity Md Municipal Income (SMDMX) — Buy

Fidelity Md Municipal Income (SMDMX) — Buy (add'l)

Fidelity Municipal Money Market (FTEXX) — Int/Div

Fidelity Spartan 500 Index Inv (FUSEX) — Int/Div — Buy

Fidelity Spartan Extended Market Index Adv (FSEVX) — Int/Div — Buy

Fidelity Spartan Extended Market Index Inv {FSEMX) — Int/Div — Sold

General Electric Company (GE) — Int/Div

Guggenheim S&P 500 Equal Weight (RSP) — Int/Div — Buy

Guggenheim S&P 500 Equal Weight (RSP) — Buy (add'l)

Guggenheim S&P 500 Equal Weight (RSP) — Buy (add'l)

Hillshire Brands Company (HSH) — Int/Div

International Business Machines (IBM) — Int/Div — Sold (part)

iShares iBoxx $ High Yield Corporate Bond (HYGY(IRA) — Int/Div — Sold (part)

iShares iBoxx $ High Yield Corporate Bond (HYGY(IRA) — Sold (part)

iShares iBoxx $ High Yield Corporate Bond (HYGY(IRA) — Buy (add'l)

iShares iBoxx $ High Yield Corporate Bond (HYGY(IRA) — Buy (add'l)

iShares iBoxx $ High Yield Corporate Bond (HYGY(IRA) — Sold

iShares Inc Core Msci Emerging Mkts (IEMGY — Int/Div — Buy

iShares Inc Core Msci Emerging Mkts (IEMGY — Buy (add'l)

iShares MSC1 EAFE (EFA) — Int./hv

iShares MSC EAFE Small Cap Index (SCZ) — Int/Div

iShares Russell 1000 Index (IWB) — Int/Div

iShares Russell 2000 (IWM) — Int/Div

iShares S&P S00 Index (IVV) (IRA) — Int/Div — Buy

iShares S&P S00 Index (IVV) (IRA) — Buy (add'l)

iShares S&P S00 Index (IVV) (IRA) — Buy (add'l)

iShares S&P S00 Index (IVV) (IRA) — Buy (add'l)

iShares S&P S00 Index (IVV) (IRA) — Buy (add'l)

iShares S&P S00 Index (IVV) (IRA) — Buy (add'l)

iShares S&P Global Timber & Forestry Index (WOOD) — Int — Buy

iShares S&P National Municipal Bond MUR) — Int/Div — Buy

iShares S&P National Municipal Bond MUR) — Buy (add'l)

iShares S&P National Municipal Bond MUR) — Sold (part)

iShares S&P National Municipal Bond MUR) — Sold

iShares S&P SmallCap 600 Citigroup Value Index (LIS) — Int/Div

iShares S&P SmallCap 600 Index (UR) — Int/Div

iShares Trust Core Msci Eafe (1IEFA) — Int/Div — Buy

Kinder Morgan Mgmt LLC (KMR) — Int/Div

Kraft Foods Group Inc (KRFT) — Int/Div

MD St Health & Higher Ed Facs 0.00% T1472013 — Interest — Sold

Merck & Co Inc (MRK) — Int/Div

Mondelez Intl Inc (MDLZ) — Int/Div

Nuveen Build Amer Bd Fd INBB) (IRA) — Int/Div — Buy

Nuveen Build Amer Bd Fd INBB) (IRA) — Buy (add'l)

Nuveen Build Amer Bd Fd INBB) (IRA) — Buy (add'l)

Nuveen Build America (NBD) (IRA) — Int/Div — Buy

Nuveen MD Municipal Bond (NMMDX) — Int/Div — Buy

Nuveen MD Municipal Bond (NMMDX) — Buy (add'l)

Nuveen MD Municipal Bond (NMMDX) — Buy (add'l)

Nuveen MD Municipal Bond (NMMDX) — Sold

Nuveen MD Prem HH INMY) — Int/Div — Buy

Nuveen MD Prem HH INMY) — Buy (add'l)

Nuveen MD Prem HH INMY) — Buy (add'l)

Nuveen MD Prem HH INMY) — Buy (add'l)

Nuveen MD Prem HH INMY) — Buy (add'l)

Nuveen MD Prem HH INMY) — Buy (add'l)

Nuveen MD Prem HH INMY) — Buy (add'l)

Nuveen MD Prem HH INMY) — Buy (add'l)

Nuveen MD Prem HH INMY) — Sold (part)

Nuveen MD Prem HH INMY) — Buy (add'l)

Nuveen Select Tax-Free Income (NXQ) — Int — Buy

Nuveen Select Tax-Free Income (NXQ) — Buy (add'l)

Payden High Income (PYHRX) (IRA) — Int/Div — Buy

Payden High Income (PYHRX) (IRA) — Sold (part)

Payden High Income (PYHRX) (IRA) — Sold

Pepsico Incorporated (PEP) — Int/Div

Philip Morris Intl Inc (PM) — Int/Div

Potash Corp of Saskatchewan Inc (POT) — Int/Div — Sold (part)

PowerShares Insured Natl Muni Bond (PZA) — Int/Div — Buy

Praxair Inc (PX) — Int/Div

Puerto Rico Comwlth Infrastructure Fing 5.50% 7/1/2021 E— — Interest

Puerto Rico Comwlth Pub Impt Bds mm I (745145HNS) — Interest

Puerto Rico Elec Pwr Auth Pwr Rev Power 5.25% 7112024 ——— — Interest

Puerto Rico Elec Pwr Auth Pwr Rev Pwr Rev 4.00% 712015 pum — Interest

Puerto Rico Elec Pwr Auth Pwr Rev Pwr Rev 5.00% 7/1/2022 puma — Interest

Puerto Rico Elec Pwr Auth Pwr Rev Pwr Rev 5.50% 7/12020 I — Interest

SPDR Barclays Capital Short Term High Yield Bond (SINK (IRA) — Int/Div — Buy

SPDR Barclays Capital Short Term High Yield Bond (SINK (IRA) — Sold

SPDR Barclays High Yield Bond (JNK) (IRA) — Int/Div — Sold

SPDR Barclays Municipal (TF1) — Int/Div — Buy

SPDR Barclays Municipal (TF1) — Buy (add'l)

SPDR Barclays Municipal (TF1) — Buy (add'l)

SPDR Barclays Municipal (TF1) — Buy (add'l)

SPDR Barclays Municipal (TF1) — Sold (part)

SPDR Barclays Municipal (TF1) — Sold (part)

SPDR Barclays Municipal (TF1) — Sold (part)

SPDR Barclays Municipal (TF1) — Sold

SPDR Russell Small Cap Completeness (RSCO)Y — Int/Div — Buy

SPDR S&P S00 ETF Trust (SPY) — hy

Stanley Black & Decker Inc (SWK) — Int/Div

T Rowe Price Equity Income (PRFDX) — Int/Div

T Rowe Price Group Inc (TROW) — Int/Div — Sold (part)

T Rowe Price MD Tax Free Bond (IMDXBX) — Int/Div — Sold (part)

T Rowe Price MD Tax Free Bond (IMDXBX) — Buy (add'l)

T Rowe Price New Asia (PRASX) — Int/Div

T Rowe Price New Fra (PRNEX) — Int/Div

T Rowe Price Value (TRVLX) — Int/Div

TCW Total Return Bond HTGLMX) (IRA) — Int/Div

Union Pacific Corp (UNP) — Int/Div

Vanguard Hi Yield Tax-Exempt Admiral (VWALX) — Int — Sold (part)

Vanguard Hi Yield Tax-Exempt Admiral (VWALX) — Sold (part)

Vanguard Hi Yield Tax-Exempt Admiral (VWALX) — Buy (add'l)

Vanguard High Yield Corporate Admiral (VWEAX) (IRA) — Int/Div — Sold (part)

Vanguard High Yield Corporate Admiral (VWEAX) (IRA) — Buy (add'l)

Vanguard Inter-Term lnvt Grade Admiral (VFIDX) (IRA) — Int/Div — Sold

Washington Real Estate (WRE) — Int/Div

Western Asset Intermediate Muni Fund Inc (SBI) — Int/Div — Buy

Western Asset Intermediate Muni Fund Inc (SBI) — Buy (add'l)

Western Asset Intermediate Muni Fund Inc (SBI) — Sold

WisdomTree Dreyfus New Zealand Dollar (AUNZ) (IRA) — Int/Div — Buy

Yum! Brands Inc (YUM) — Int/Div

529 - Portfolio 2027 mmm — Int/Div

29 - Vanguard HY Bond mmm — Int/Div — Buy

29 - Vanguard HY Bond mmm — Buy (add'l)

29 - Vanguard HY Bond mmm — Buy (add'l)

529 - Portfolio 2030 pm — Int/Div

TRP Blue Chip Growth (TRBCX) mm — Int/Div

TRP Int Bond (RPIBX) pum — Int/Div

TRP Int Stock (PRITX) mmm — Int/Div

TRP Equity Income (PRFDX) mm — Int/Div

TRP Global Stock (PRGSX) mmm — Int/Div

TRP Growth Stock (PRGFX) mmm — Int.

TRP New Era (PRNEX) mm — Int/Div

TRP Prime Reserve Imm — Int/Div

TRP Spectrum Growth (PRSGX) mmm — Int/Div

Custodian, College Savings Plan pus

Trustee

Reimbursement — Stanford University — 17312013 - 2/5/2013 — Stanford, CA — Educational seminar — Lodgmg, tood, transportation

Reimbursement — University of South Carolina Law School — 442013. 4/72013 — Columbia, SC — Educational semmar — Lodgmg, food, transportation

Part VII

The Generation Skipping Trust JE positions are listed on rows 146 through 154.

Dow Chemical Co (DOW) on line 19 was inadvertently omitted from the prior year filing.

iShares MSCI EAFE Small Cap Index (SCZ) on line 51 was inadvertently omitted from the prior year filing.

SPDR S&P 500 ETF Trust (SPY) on line 119 was referred to as "Standard & Poors Depository Receipts” on the prior year filing.

Fidelity Cash Reserves (FDRXX) (IRA) on line 29 was referred to as "Fidelity Cash Reserves” and "Fidelity Cash Reserve” on the prior year filing. This isa

money market and therefore does not require transaction reporting as instructed on page 52 of the filing instructions,