Larry J. McKinney

T-C Lifecycl 2010-Remt (X)

Schwab IRA (H) — Int/Div

Lexington Gold Mutual Fund (LEXMX) — Sold

Schwab Adv Cash Reserve (SWQXX) — Buy

Schwab Adv Cash Reserve (SWQXX) — Sold

iShares Trust S&P SOO (IVV) — Sold

PIMCO Total Return Mutual Fund {PTTRX) — Sold

iShares Tr MSC EAFE Fund (EFA) — Sold

Vanguard Appreciation Fund (VIG) — Sold

Schwab US Large Cap Growth (SCHG) — Sold

American Fd Growth Fund (GFAFX) — Sold

Sound Shore Fund (SSHFX) — Sold

Vanguard MSC European (VGK) — Sold

Schwab Emerging Mkt Eq ETF (SCHE) — Sold

Vanguard Bond Index Fund (BIV) — Sold

Loomis Sayles Bond Fund (LSBRX) — Sold

State Farm Life Insurance Policy #1 - Cash Value — Interest

State Farm Life Insurance Policy #2 - Cash Value — Interest

St. Joseph County, IN Farm - mums — Rent

Huntington TOD Account £1 (H)

Huntngton Money Market (HFIXX) — Int/Div

Van Kampen Unit Trs Unit 1269 Closed End Strat Fund — Int/Div

Build Amer Bds Income Tr Unit {12008A443) — Int/Div

Invesco Unit Trs Unit 1305 Err (461331478) — Int/Div — Buy

Invesco Unit Trs Unit 1305 Err (461331478) — Buy

Invesco Unit Trs Unit 1305 Err (461331478) — Buy

Schwab IRA #2 (H) — Closed

Schwab Adv Cash Reserve (SWOQXX)

Lexington Gold Mutual Fd (LEXMX) — Sold

American Funds Growth Fd of Amer (AGTHX) — Sold

PIMCO Local Emerging Market (PELBX) — Sold

Dreyfus Small Cap Stock (DISSX) — Sold

PIMCO Total Return Fund (PTTRX) — Sold

PIMCO Unconstrained Bd Fd (PUBDX) — Sold

Schwab US Large Cap Growth (SCHG) — Sold

Schwab US Large Cap Value (SCHV) — Sold

Oakmark Intl Fd (OAKIX) — Sold

PIMCO Total Return (PTTDX) — Sold

Osterweis Strategic (OSTIX) — Sold

Vanguard MSCI European (VGK) — Sold

Schwab Emerging Mkt ETF (SCHE) — Sold

Vanguard Short-Term Bond ETF (BSV) — Sold

Loomis Sayles Bond Fund (LSBRX) — Sold

Schwab Joint Account (H)

PIMCO Total Return fund (PTTDX) — Int/Div

Schwab Muni Money Fd (SWXXX) — Int/Div

Salin Bank Premier Interest Checking — Interest

Staten Island. New York - Condominium — None

Sovereign Bank Account — Interest

Ameritas Life Ins Policy - Cash Value (X) — Interest

Huntmgton Hartford Retirement Account #1 HX) — Interest — Open

Hud Index HLS (X) — Buy

Htfd Port Diversifier HLS (X) — Buy

Huntmgton Hartford Retirement Account 2 HX) — Interest — Open

Hud Index HLS (X) — Buy

Htfd Port Diversifier HLS (X) — Buy

Franklin College Defined Contribution Retirement Plan (H) (X) — Int/Div

CREF U747044-8 (X)

Agreement — 19781987 — Indiana Judicial Retirement System - No control

Liability — Chase Bank — Mortgage - Staten Island, New York - Condominium

Income — 2013 — Induna Judicil Retirement System - Pension — S36.000.00

Spouse's income — 2013 — Franklin College of Indiana (Spouse) - Wages

1.) Part 11 - Indiana state pension for eight and a half years on the state bench from January 1978 to July 1987.

2.) Part [11 - Indiana state pension amount, Similar amounts should have been reported for the reporting years 2010, 2011 and 2012, and some, smaller amount

for the reporting year 2009, but were inadvertently omitted because of the prior disclosure in Part 11 of the pension and a mis-reading of the Instructions regarding

excludable pensions. Amendments for the prior years’ disclosures will be forthcoming.

3.) Part VIL, lines 1 through 15 - This IRA was closed in March 2013 and the assets transferred to a new account, Huntington Hartford Retirement Account #1,

listed at lines 60 through 62 and designated with an *(X)." There is some small amount of cash remaining in this IRA.

4.) Part VIL lines 17 and 18 - (Part VII, Lines 24 and 25 on the 2012 Report) Insurance policies that 1 own on each of my two li. The premiums have

been prepaid for both, The value indicated is the cash value.

5.) Part VII, line 20 - The most appropriate code for farm income is rent. This income represents shared income after expenses with the farmer.

6.) Part VIL, lines 30 through 46 - This IRA was rolled over in March 2013 and the assets transferred to 4 new account, Huntington Hartford Retirement Account

#2, listed at lines 64 through 66 and designated with an "(X)."

7.) Part VIL, line 58 - Life insurance policy that 10 owns on me. The premiums are paid with principle in the account. Amount indicated is the cash value.

8.) Part VII, lines 60 through 62 - As previously disclosed in number 3.) above, this account received assets from the closed Schwab IRA reported at lines |

through 15. The income during the reporting period is most accurately reported for the entire account because the amount for the Index Fund is positive, but is

offset by the decrease in the Port Diversifier Fund.

9.) Part VIL, lines 64 through 66 - As previously disclosed in number 6.) above, this account received funds rolled over from the IRA reported at Part VI, lines 30

through 46. The income during the reporting period is most accurately reported for the entire account because the amount for the Index Fund is positive, but is

offset byt he decrease in the Port Diversifier Fund.

10.) Part VII, lines 68 through 70 - My [E0000 employer's pension/retirement plan account is newly reported. Twas unaware until late in 2013 that the amount in

the fund exceeded the reporting thresholds. The total gain for the two funds, the CREF Annuity and the T-C Lifecycle 2010-Rtmt, is reported to most accurately

reflect the change in value of this pension/retirement plan.