David C. Norton

AES Comp — None

AFLAC Inc — Int/Div

Alcoa Inc — Int/Div

Allianz Life Valuvemark 111 — Int/Div

Altria Group — Int/Div

American Express Co — Int/Div

Amgen Inc — Int/Div

AT&T Inc #1 — Int/Div

AT&T Inc #2 — Int/Div

AT&T Inc #3 — Int/Div

Bank of America — Int/Div — Sold (part)

Bank of America — Int/Div — Buy (add'l)

Bank of New York Mellon Corp — Int/Div

Berkshire Hathaway Inc CIB — None

Blackhawk Network Hidgs Inc — None — Buy

BP PLC ADS — Int/Div

Bristol Myers Squibb — Int/Div

American Cap Wrid Gr & Inc A #1 — Int/Div — Buy (add'l)

American Cap Wrld Gr & Inc A #2 — Int/Div — Buy (add'l)

American Cap Wrld Gr & Inc A #3 — Int/Div — Buy (add'l)

American Cap Wrld Gr & Inc A #4 — Int/Div — Buy (add'l)

Chevron Corp #1 — Int/Div

Chevron Corp #2 — Int/Div

Chevron Corp #3 — Int/Div

Cisco Sys Inc — Int/Div

Citibank Deposit Program #1 — Interest

Citibank Deposit Program #2 — Interest

Citibank Deposit Program #3 — Interest

Citigroup Inc — Int/Div — Sold (part)

Citigroup Inc — Int/Div — Buy (add'l)

Clearbndge Aggressive Gwth ( — None

Coca-Cola Co — Int/Div

Comcast Corp CL A #1 — Int/Div

Comcast Corp CL A #2 — Int/Div

SX Corp — Int/Div

Walt Disney Co #1 — Int/Div

Walt Disney Co #2 — Int/Div

Walt Disney Co 43 — Int/Div

Dover — Int/Div

Dow Chemical #1 — Int/Div

Dow Chemical #2 — Int/Div

Duke Energy — Int/Div

EI Dupont Co — Int/Div

EV SC Muni Income A — Interest

Eh Lilly & Co #1 — Int/Div

Eh Lilly & Co #2 — Int/Div

Emerson Electric — Int/Div

Energy Transfer Partners LP #1 — None

Energy Transfer Partners LP #2 — None

Exxon Mobil Corp #1 — Int/Div

Exxon Mobil Corp 42 — Int/Div

South State Bank — Interest

General Electric Co #1 — Int/Div

General Electric Co #2 — Int/Div

General Electric Co #3 — Int/Div

Goldman Sachs Group Inc — Int/Div

Amencan Gr Fd of America A #1 — Int/Div

Amencan Gr Fd of Amenca A #2 — Int/Div

American Gr Fd of America A #3 — Int/Div

Guided Therapuetics Inc — None

Halvard Health Inc — None — from line 71)

Hartford Financial Services Grp — Int/Div

Hartford Capital Appreciation Fund (IRA) — Int/Div

Hewlett Packard Co — Int/Div

Home Depot Inc — Int/Div

Honeywell Intl Inc — Int/Div

IBM — Int/Div

Intel (IRA) #1 — Int/Div

Intel #2 — Int/Div

Johnson & Johnson — Int/Div

Kimberly Clark — Int/Div

Knowles Corporation — None — from line 39)

Kraft Foods Inc CL A — Int/Div

Lmcoln National Corp — Int/Div

Linciln National Legacy 11 — Int/Div

Lincoln American Legacy View — Int/Div

MFS South Carolina Muni Bond CL A — Interest

Mass Mutual Life Ins (MML Equity Fund Portfolio) — Int/Div

McDonalds Corp — Int/Div

Merck & Co Inc New — Int/Div

Metlife TVL Metlife Portfolioaccess — Int/Div

Metlife TVL Marquis Portfolios — Int/Div

Microsoft Corp — Int/Div

Mondelez Intl Inc Com — Int/Div

JP Morgan Chase & Co — Int/Div

Motorola Solutions Inc — Int/Div

3M Company A — Int/Div

Nokia Corp — Int/Div

Norfolk Southem — Int/Div

North Carolina Rental Property 100% Transylvania County, NC — Rent

Paragon Life Fixed Fund — Int/Div

Pepsico Inc — Int/Div

Phizer Inc #1 — Int/Div

Phizer Inc #2 — Int/Div

Phillip Morris Intl Inc — Int/Div

Proctor & Gamble #1 — Int/Div

Proctor & Gamble #2 — Int/Div

Putnam Tax Smart FDS Equity FD C1 B — Int/Div

Safeway Inc New — Int/Div

SCANA Corp — Int/Div

South Street Corp Com #1 — Int/Div

South Street Corp Com #2 — Int/Div

South Street Corp Com #3 — Int/Div

South Carolina State Deferred Comp Plan — Int/Div

South Carolina State Retirement Plan — Int/Div

Suntrust Banks Inc — Int/Div

Synovus Fmancial Corp — Int/Div

Texas Instruments Inc — Int/Div

Time Wamer Inc — Int/Div

Total System Services Inc — Int/Div

Travelers Companies Inc — Int/Div

Unit First Trust Dow Target 10 May 2014 — Int/Div — Sold (part)

Unit First Trust Dow Target 10 May 2014 — Int/Div — Buy (add'l)

Verizon #1 — Int/Div

Verizon £2 — Int/Div

American WA Mutual A #1 — Int/Div

American WA Mutual A #2 — Int/Div

American WA Mutual A #3 — Int/Div

Wells Fargo & Co New #1 — Int/Div

Wells Fargo & Co New #2 — Int/Div

WMI Hides Corp — None

Zimmer Holdings Inc — Int/Div

Trust #1 - Roval Dutch Shell — Int/Div

Trust #1 - Allegheny Energy — Int/Div

Trust #1 - Idearc — Int/Div

Trust #1 - Eh Lily — Int/Div

Trust #1 - Pepco Holdings Inc — Int/Div

Trust #1 - Lain Farm — Rent

Co-Trustee, Trust (Trust #1)

Reimbursement — Louisiana State Bar ) Association — 11/192014-11/22/201« — New Orleans, LA — Activity of professional association — Transportation, lodging & food

Spouse's income — 2014 — Private Consulting

Spouse's income — 2014 — Medical Director. Life Pomt of SC

Explanations for Part VIL Investments and Trusts

1. The rental property listed in Part VII, line 87 is located in Translyvania County, North Carolina, USA.

2. Trust # consist of : Royal Dutch Shell

value L

value K

Allegheny Energy

Idearc

value J

Eli Lily

value K

Pepeo Holdings Inc

value J

Lain Farm

value cost R Annual Rental Income E (This property was purchased in 1981 and is located outside the city limits

in Johnson County, Indiana, USA Life Viavemark 11

3. Line 4. - Allianz Life Franklin Valuemark name modified to Allianz Valuemark [1

4. Line 16 - BP PLC Spons ADR name modified to BP PLC ADS,

5. Line $2 -First Federal of Charleston merged with SCBT 06/30/2014 to fom South State Bank,

6. Article 5 Trust consist of lines: 1011-12), 20,22,(29-30),3543,45,51,55,58,67.86,89,101 & 116.

7. Article 6 Trust consist of lines: 3,5,6,

3

7.9,

(11-12),13,14,15,19,24,25,32,34,38,41,42,44,50,54,56,61,62,64,65,66,69,70,71,73,77,79,80,83,84,85,88,92,93,95,96,99,108,109,1 1 1,115,1 16,120 & 122,

8. Lines 101-103 - Formerly known as SCBT due merger 06/30/2014 name changed to South St Corp Com.

9. Lines 112-113 Unit First Trust Dow Target 10 May 2014 formerly named Unit Trust Dow Target 10 May 2013,

10. Line 113 on 2013 Report - Washington Mutual Inc no longer listed due to value of zero. Company is in foreclosure per broker.

11. Line 70 in prior year 2013 report listed Legg Mason Cap Mgmt Val C name changed to Clearbridge Aggresive Gwih C listed on line 31 of 2014 report.