Allyson Kay Duncan

RII] — Sold

EEMV — Int/Div — Buy

North State Bancorp, Common — None

Ameriprise MM — Int/Div

Riversource Life Insurance Co-Immediate Annuity — None

Amerprise Brokerage Acct #1

Ameriprise MM — Interest

DLHAX — None — Sold

HLMGX — None — Sold

ETAGX — Int/Div

GHAAX — None — Sold

SGENX — None — Sold

SGENX — Int/Div — Buy

SGENX — Sold (part)

SGENX — Sold (part)

SGENX — Buy (add'l)

BNDX — Int/Div — Buy

BNDX — Sold (part)

BNDX — Int/Div — Buy

BNDX — Sold (part)

BNDX — None — Buy

BNDX — Sold

EEMV — Int/Div — Buy

EEMV — Int/Div — Buy

EEMV — Sold

EEMV — Buy (add'l)

EEMV — Int/Div — Buy

EEMV — Sold

EEMV — Buy (add'l)

EEMV — Int/Div — Buy

RII] — Int/Div — Buy

RII] — Sold

RII] — Int/Div — Buy

JUNK — Int/Div — Buy

JUNK — Sold

JUNK — Int/Div — Buy

PTLAX — Int/Div — Buy

PTLAX — Sold

PTLAX — Int/Div — Buy

PTLAX — Sold

PTLAX — Buy

PTLAX — Sold

SPLV — Int/Div — Buy

SPLV — Sold (part)

TPINX — Int/Div — Buy

TPINX — Sold

TPINX — Int/Div — Buy

TPINX — Sold

TPINX — Int/Div — Buy

VNOQ — Sold

VNOQ — Int/Div — Buy

VNOQ — Int/Div — Buy

VNOQ — Buy

VNOQ — Sold

VNOQ — Int/Div — Buy

VNOQ — Buy (add'l)

VNOQ — Sold

XLLU — Int/Div — Buy

XLLU — Sold

IRA]

Ameriprise MM — None

Natixis Funds Gateway GATEX — Int/Div — Sold

MFS Value Fund MEIAX — Int/Div — Sold

ETAGX — Int/Div

Oppenheimer Developing Markets ODMAX — None — Sold

Pimco Total Return Fund PTTDX — Int/Div — Sold

Virtus Real Estate Fund PHRAX — Int/Div — Sold

Virtus Foreign Opportumties Fund JVIAX — None — Sold

Wells Growth A SGRAX — None — Sold

Wells Growth A SGRAX — Int/Div — Sold

Wells Growth A SGRAX — Int/Div — Sold

BKLN — Int/Div — Sold

BKLN — None — Sold

BKLN — Int/Div — Sold

SGENX — None — Sold

SGENX — Int/Div — Buy

SGENX — Int/Div — Buy

EEMV — Int/Div — Buy

EEMV — Int/Div — Buy

EEMV — Int/Div — Buy

EEMV — Sold

EEMV — Buy

EEMV — Int/Div — Buy

EEMV — Int/Div — Buy

SPLV — Int/Div — Buy

SPLV — Int/Div — Buy

SPLV — Int/Div — Buy

SPLV — Sold

SPLV — Int/Div — Buy

SPLV — Sold

SPLV — Int/Div — Buy

SPLV — Sold

AFLAC Common — Int/Div

Duke Energy Common — None — Sold

Dupree NC Tax Free Short to Medium Series — Int/Div

North State Bank Accounts — Interest

Spectra Energy Corp — None — Sold

Gift — Susman Godfrey, LLP — Legal Services — $6,466.00

Income — 2014 — Duke University - Trustee — S4.500.00

Income — 2014 — State Employees Retirement System of NC — $17,597.00

Income — 2004 — Consolidated Judicial Retirement System of NC — $2511.00

Spouse's income — 2014 — National Center for State Courts - Wages

Spouse's income — 2014 — Self-Employed Attorney

Part V Gifts - | was one of 7 named plantiffs m Barker et al v. United States, Case No. 1:12-cv-00826 (Fed. Cl.) brought to challenge the denial of Article 111

judges’ cost-of-living adjustments (COLAs) over multiple years. Attorneys fees and costs were expended between November 2012 through December 31, 2014 in

the total amount of $193,078.35 on a pro bono basis by the law firm of Susman Godfrey, LLP, 1201 Third Avenue, Suite 3800, Seattle, WA 98101 who served as

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

Explanation of Amended 2014 Form AO 10:

Part VII -

Line 1, North State Bancorp, Common - the value of the investment actually owned was determined to be greater than originally reported. Column C1 has been

updated to reflect the change.

Response to Letter of Inquiry:

Oppenheimer Strategic Income Fund - This asset was sold in full during 2013 and full disposal should have been reflected on the 2013 report. There is nothing to

report in 2014.

Neuberger Berman - Guardian Fund Investor Class - This asset was sold prior to 2014, There is nothing to report in 2014,

IRA #2 - NC Stable Value 401K - This is a retirement account owned solely by Jl who has declined to provide information related to any financial

reporting requirements. Therefore, no mformation has been listed.