James W. Boyd

Union Street Partners, LLC — Int/Div — Sold — Roy III; See note

Assignment of mterest in Umon Street Parters LLC 1 former parmer — Int/Div

Umion Street Investments. LLC — Int/Div

Kuhn, Darling, Boyd & Quandts, PLC — Int/Div — Sold — See note

Cash Surrender Value Lite Insurance Midwestern United Life Insurance C — None

Fifth Third Bank Checking Account — Int/Div

Fifth Third Relationship Money Market Account — Int/Div

Members Credit Umon Checking Account — None

Members Credit Union Share Account — None

Vanguard 500 Index Fund Admiral Shares — Int/Div

Vanguard Prime Money Market Fund — Int/Div

Vanguard Total Stock marek Index Fund Admiral Shares — Int/Div

Powershares QQ Trust Series — Int/Div

Firsthand Technology Value Fund Inc — Int/Div

Vanguard Target Retirement Fund 2015. IRA — Int/Div

Vanguard Prime Money Market Fund-SEP IRA — Int/Div

Vanguard Prime Money Market Fund-IRA — Int/Div

Vanguard Life Strategy Income Fund-401k — Int/Div — Sold — note

Fidelity Treasury Only Money Market Fund-401K — None — Sold — note

State of MI Stable Value Fund-401k — Int/Div

State of MI Pimeo Total Return Fund-401k — Int/Div

State of MI Dodge and Cox Stock Fund-401k — Int/Div

State of MI SSGA Emerging Markets Fund-401k — Int/Div — Sold — to Fund @ #24

Vanguard Emerging Market Index-401k — Int/Div

State of MI Stable Value Fund-457 — Int/Div

State of MI Dodge and Cox Stock Fund-457 — Int/Div

State of MI SSGA Emerging Market Fund-457 — Int/Div — Sold — to Fund i@ #28

Vanguard Emerging Market Fund-457 — Int/Div

Vanguard Life Strategy Income Fund IRA — Int/Div — Buy — 19

Membership mterest (1/7), Kuhn, Darling, Boyd, and Quandt PLC (termmated prior to 5/30/14)

Membership terest (1/4), Limon Street Partners, LLC (terminated prior to 5/3014)

Membership inerest (1/3), Union Street Investments, LLC

Gift — Federal Bar Association, Wester District of M1 — 5/30/14 Reception followmg mvestiture as Bankruptcy Judge — $2,656.16

Gift — Kuhn, Darling, Boyd, and Quandt PLC (former firm) — 6/5/14 Reception following mvestiture in Traverse City, MI with local bar ussoc, — $3,238.70

Agreement — 2014 — Kuhn, Darling, Boyd, and Quandt, PLC 401K Plan with former law firm, no control: rolled-over into individual retirement account 9/2/2014

Agreement — 2014 — Kuhn, Darling, Boyd, and Quandt, PLC. Finalization of pre-May 30, 2014 income and expenses, capital account, ete all reconciled for 2014 per K1

Liability — First Community Bank — Limited guaranty regarding Umion Street Partners, LLC

Liability — First Community Bank — Limited guaranty regarding Umion Street Investments, LLC

Reimbursement — Federal Bar Association, ) Western District of MI — 731/14-8/1/14 — Boyne Highlands, M1 — Legal education semimar tor attorneys — Meals, lodgmg, registration

Reimbursement — American Bankruptcy Institute — 1110 14-1171 1/14 — Troy, MI — Legal education seminar for attorneys — Mileage, registration

Income — 2014 — Kuhn, Darling, Boyd and Quandt PLC (law firm and bunkruptcy trustee income) — $840.309.00

Spouse's income — 2014 — State of Michigan, W2 wages

Spouse's income — 2014 — self-employed “carly childhood speculist”

Hla) 1): Per fal K1 and 1099, pending completion of 2014 tax returns, which are on extension. | am informed that the 2014 former law firm tax return and

Form K1 will be amended to account for a 401 contribution concern. Upon that being completed, my personal tax return can be completed, and this form will be

amended if required to reflect any changes in the income stated in Part I11-A(1),

VII(a)(3): Real property assessed at $149,700 x 2 = fair market value. Entity owns real property. Filer is 1/3 owner of entity. Value reflects 1/3 net equity in

property.

This

VII):

[hi transaction reflects the sule of my interest in the LLC to another LLC member for $96,000 to be paid in installments until June 2016, as reflected in

VIN2).

VII(3): This transaction relfects the assignment of my interest in the law firm PLLC back to the PLLC. There was no sales price, only a reconciliation of income,

expenses, and capital account as reflected on Form K1,

VII 18 &19): These funds comprised my 401K from my former law firm; these were rolled over into an individual IRA noted at #29.

VIIa)23 & 27: First quarter 2014 SSGA Emerging Markets sold and Vanguard Emerging Market Fund (VIIa) 24 and 28) purchased.