R. Kimball Mosier

IRA FIDELITY ROLLOVER #1 — Int/Div

IRA ROLLOVER FIDELITY #3 — Int/Div

Fidelity Cash Reserves(Y) — Sold (part) — Distribution

Fidelity Cash Reserves(Y) — Sold (part) — Distribution

Fidelity Cash Reserves(Y) — Sold (part) — Distribution

Fidelity Cash Reserves(Y) — Sold (part) — Distribution

Fidelity Cash Reserves(Y) — Sold (part) — Distribution

FIDELITY (ROTH) #4 — Int/Div

Fidelity Cash Reserves

Fidelity Cash Fund

Steelpath A Sel 40(Y)

Doubleline N. Bond(Y)

Wasatch Global Opportunities(Y)

Grandeur Peak Gbl Oppty

IVA A Worldwide(Y)

Nuveen A Preferred Securities(Y)

iShares S&P S00 Growth Index

iShasres S&P MidCap 400 Growth Index

Shares Dow Jones Select Dividend Index

John Hancock A. Global Opportunity(Y)

John Hancock A. High Yield (Y)

Lord Abbett A Value Opportunities

Lord Abbett A Short Duration, Inc

Loomis Savles Bond Retail

Fidelity Adv. New Insights{Y)

Furst Eagle A Gold Fund(Y)

First Eagle Global

Templeton A Global Bond(Y)

Oppenheimer A Developing Markets

Yacktman Fund(Y)

Putnam A Equity Spectrum

Wasatch Emerging Mkts Small Cap

Fidelity Select Technology(Y)

JP Morgan A Highbridge Dynamic Commodity Strait (Y)

Oakmark, Intl — Buy

AMG Managers Yacktman Focused Sve — Buy

Rivernorth Doubleline Strategic Income — Buy

Oppenheimer Senior Floating Rate A — Buy

Wasatch Frontier Emerging Small Countries — Buy

State Farm Insurance — hy

Liability — Bank of America — Credit Card

Liability — Amencan Express — Credit Card

Reimbursement — American Bankruptcy Institue — 0122/14 - 01/24/14 — Denver, CO — Scrminar Speaker — 573.05

Part VII. Investments and Trusts

The Additional Information listed below is for transactions that occurred during the year 2013. These transactions were inadvertantly left off the 2013 Finacial

Disclosure Report. | am requesting that this Additional Information be considered as an Amendment to my Finacial Disclosure Report for 2013,

Lines 2-7 - IRA Fidelity Rollover #3 - There were 5 Client Distributions made from this account during the year 2013 that were inadvertantly left off the 2013

Annual Report.

Line 11 - Steelpath Sel. 40 - This unit was sold in 2013. The sale of the unit was under $1,000, but should not have been listed on the 2014 Annual Report.

Line 12 - Doubleline N. (Bond - This unit was sold in 2013, The sale of the unit was under $1,000, but should not have been listed on the 2014 Annual Report,

Line 13 - Wasatch Global Opportunities - This unit was sold in 2013. The sale of the unit was under $1,000, but should not have been listed on the 2014 Annual

Line 15 - IVA A Wordwide - This unit was sold in 2013. The sale of the unit was under $1.000, but should not have been listed on the 2014 Annual Report.

Line 16 - Nuveen A Preferred Securities - This unit was sold in 2013. The sule of the unit was under $1,000, but should not have been listed on the 2014 Annual

Ri

Line 20 - John Hancock A. Global Opportunities - This unit was sold in 2013. The sale of the unit was under $1,000, but should not have been listed on the 2014

Annual Report.

Line 21 - John Hancock A. High Yield - This unit was sold in 2013. The sale of the unit was under $1.000, but should not have been listed on the 2014 Annual

Report.

Line 25 - Fidelity Adv. I New Insights - This unit was sold in 2013. The sale of the unit was under $1,000, but should not have been listed on the 2014 Annual

Report.

Line 26 - First Eagle A Gold Fund - This unit was sold im 2013. The sale of the unit was under $1,000, but should not have been listed on the 2014 Annual

Report.

Line 28 - Templeton A Global Bond - This unit was sold in 2013. The sale of the unit was under $1,000, but should not have been listed on the 2014 Annual

Report,

Line 30 - Yacktmun Fund - This unit was sold in 2013. The sale of the unit was under $1,000, but should not have been listed on the 2014 Annual Report,

Line 33 - Fidelity Select Technology - This unit was sold in 2013. The sale of the unit was under $1,000, but should not have been listed on the 2014 Annual

Report.

Line 34 - JP Morgan A Highbridge Dynamic Commodity Strait « This unit was sold in 2013. The sale of the unit was under $1,000, but should not have been

listed on the 2014 Annual Repost,