Karon O. Bowdre

LLC #1-Hwy 280, LLC Real Estate Birmingham, Alabama — Rent

First Commercial Bank Acct — Interest

Amencan Fund-Fundamental Investors — Int/Div

Amencan Fund-Europacific Growth Fund — Int/Div — Sold

American Fund-Capital World Growth & Income — Int/Div

Memill Lynch Bank Deposit Program (See Part VIII) — Int/Div

Perkins Investment Fund-Small Cap Value — Int/Div

Fundamental Investors — Int/Div

Growth Fund of America — Int/Div — Sold (part)

Citibank Morgan Stanley Money Fund (See Part VII) — Int/Div

Legg Mason Value Trust — Int/Div

Microsoft Common Stock — Int/Div

Walmart Common Stock — Int/Div

Fundamental Investors Fund (IRA) — Int/Div

Growth Fund of America (IRA) — Int/Div

New Perspective Fund (IRA) — Int/Div — Sold (part)

Small Cap World Fund (IRA) — Int/Div

Cap World Growth& Inc. (IRA) — Int/Div

Euro Pac Growth (IRA) — Int/Div — Sold

Invest. Co. of America (IRA) — Int/Div — Sold (part)

Invest. Co. of America (IRA) — Sold (part)

Wash. Mutual Inv. Fund (IRA) — Int/Div

Trust I; Inc. Bene; Trustee; See Part VIII — Int/Div

Regions Bank Acct — Interest

Trust II; Inc. Bene.; ~Trustee; See Part VIII — Int/Div

401{K)-John Hancock: See Part VIII — Int/Div — Buy (add'l)

Lawfirm Cap. Contrib See Part vil — None

Trust 111; Inc.Bene; Life Ins; Trustee” See Part VII — None

Trust IV:Inc.Bene.:Lifelns.; Trustee See Part VIII — None

Mermill Lynch Bank Deposit Program — Interest

Memill Lynch Bank Deposit Prg — Interest

Perkins Fd-Small Cap& Value Fund (IRA) — Int/Div

T. Rowe Price Mid-Cap Growth Fund (IRA) — Int/Div

General Electric Co... Common Stock — Int/Div

Metlife (New England Financial) Perm, Life Ins. — Int/Div

Metlife (New England Financial) Perm. Life Ins, — Int/Div

Metlife Perm. Life Ins. — Int/Div

T. Rowe Price Mid Cap Growth Fund — Int/Div

Capital World Growth — Int/Div

Capital World Growth — Int/Div

Intermediate Bond Fund of America — Int/Div

Real Estate Investment, Panama City, FL — None

American Fundamental Investors Class F — Int/Div — Sold (part)

Fidelity Funds Cash Reserves — Int/Div

ING - Life Insurance Policy — Int/Div

LLC #4 - Ins, LLC, Real estate investment: Birmingham, AL — Distribution

New World Fund — Int/Div

Fairholme FDS. Inc — Int/Div — Sold

Royce Special Equity — Int/Div — Sold (part)

Dodge & Cox Int'l Stock (See Part VIII) — Int/Div — Sold

T. Rowe Price Cap Apprec — Int/Div

Amencan Tax Exempt Bond Fund CL-C — Int/Div — Buy (add'l)

Amencan Tax Exempt Bond Fund CL-C — Buy (add'l)

Cap Inc Bldr FD CLC — Int/Div

Fundamental Inv. Inc — Int/Div

New World Fund — Int/Div

Wells Fargo Co — Int/Div

Income Fund America — Int/Div

American Tax Exempt Bond Fund CL-C — Int/Div — Buy (add'l)

Cap Inc. Bldr CL C — Int/Div

Cap World Growth & Inc — Int/Div

SPDR Gold Trust — Int/Div

SPDR Gold Trust — Int/Div

Memill Lynch Bank Deposit Account — Int/Div — Sold (part)

TD Bank USA FDIC Ins. Deposit Account — Int/Div

American Cent Equity Income Fd — Int/Div

Amencan Bond Fund — Int/Div

Neuberger Berman Equity — Int/Div

PIMCO Total Return Fund — Int/Div — Sold

American Century Equity Income — Int/Div

American Bond Fund of America — Int/Div

Neuberger Berman Equity — Int/Div

PIMCO Total Return Fund — Int/Div — Sold

Hussman Strat TR — Int/Div

Managers Fremont Bond — Int/Div

Loomis Sayles Bond Fund — Int/Div

Asia Pacific High Div — Int/Div

Aberdeen Asia — Int/Div — Sold

Cushing MLP Total Return — Int/Div

Emerging Market Bond — Int/Div

First Commercial Bank — Interest

American Washington Mutual Investors — Int/Div

Nucor Corporation — Int/Div

Permanent Portfolio — Int/Div

Matthew Asia Pacific EQ — Int/Div

Principal Diversified Real — Int/Div

American Tax Exempt Bd Fd — Int/Div — Buy

American ONT Interm Bd Fd — Int/Div — Buy

Amencan Tax Exempt Bd Fd — Int/Div — Buy

Amencan High Income Trust Fd — Int/Div — Buy

Janus High Yield Fund — Int/Div — Buy

Janus High Yield Fund — Int/Div — Buy

Janus High Yield Fund — Buy

Fidelity Adv Strategic — Int/Div — Buy

Janus High Yield Fd — Int/Div — Buy

Janus High Yield Fd — Buy (add'l)

Janus High Yield Fd — Buy (add'l)

Janus High Yield Fd — Int/Div — Buy (add'l)

Janus High Yield Fd — Buy (add'l)

Memll Lynch Bank Deposit Program (See Part VII) — Interest

Aberdeen Asia - PAC — Int/Div — Buy

Proshares Ultra DJ UBS Crude Oil — Int/Div — Buy

Proshares Ultra DJ UBS Crude Oil — Buy (add'l)

Proshares Ultra DJ UBS Crude Oil — Sold (part)

Gamco Global Gold — Int/Div — Buy

Proprietor, Juliette Farms {/%/a KayBee Saddlebreds

Agreement — 2001 — Samford University (Defined Benefit Plan) - vested benefits mn plan of former employer

Reimbursement — DRI — 02/22/12 - 02/26/12 — Scottsdale, AZ — Sharing Success Semmar for Women — Reimbursement for loding, travel, & meals

Reimbursement — Byme Judicial Clerkship ) Institute — 0314120316412 — Pepperdine School of Law (Malibu, CA) — Judicial Clerkship Seminar — Reimbursement tor hotel, truvel, & meals

Reimbursement — Federal Judicial Center — 06720012 - 0622/12 — Marianna, FL — Regional Reentry Workshop — Reimbursement for hotel, travel, & meals

Reimbursement — Federal Judicial Center — 0930012 « 10003/12 — Memplhas, TN — National Sentencing Policy Institute — Provision/Reimbursement for hotel, travel, & meals

Reimbursement — Federal Judicial Center — 11412 - 11/1612 — Pomt Clear, AL — FIC Workshop for 11th Cir, Judges — Provision/Reimbursement for hotel, travel, & meals

Income — 2012 — Juliette Farms tka Kaybee Saddicbreeds (Breed, Tran, & Show American Saddlebred Horses) — $0.00

Spouse's income — 2012 — Self-Employed Law Practice

Trust | is a trust created by family members other than the reporting person

Its asset is an interest in

that 1s invested through

Eagle Asset Managment SCG, Blackrock Equity Dividend Fund, Neuberger Berman Int'l Core, Neuberger Berman Large Cap

Growth, Merill Lynch Personal Advisor Program and Perkins/Janus MCV,

Boyd Watterson Fixed Income, Wealth Core-NOESIS, WCM, Lakeshore Capital, W.H. Reaves & Co., Sterne Agee Prime

Cash Acct, Minneapolis Port Management and Dana Investments. Investment accts and allocations are selected

Trust IT is & trust created by family members other than the reporting person or spouse. Its asset is an interest in

that is invested through

in manager directed investments (see above).

401k): (Line 26) John Hancock Pensions: Investments are in Investment Company of America, Income Fund of America, Davis New York Venture, S00 Index

Fund, Europacific Growth Fund, and American Century Heritage. Contributions to the Plan and purchases by the Plan to preselected funds are made throughout

the year.

Lawfirm Capital Contributior

is in the law firm

Trust 111 owns a life insurance policy issued by Phoenix Mutual Life Insurance Company and stock issued by Phoenix Mutual,

Trust IV owns a life insurance policy issued by Northwestern Mutual Life Insurance Company.

Partial Sales mn some holdings did not change year-end category listings.

Deletion of some holdings in previous reported years caused the deletion of certain lines and effectuated a change in numbering for subsequent entries

Line 10 had a change in company name for the same account.

Previous line 32 (Columbia Funds, Intl Value Fd Inv.) was erroneously reported in 2011 as a "partial" sale but instead was sold in whole at that time.

New line 100 is a Bank Deposit Program that should have been reported in 2012 and was overlooked by mistake.

Line 50 (Dodge & Cox Intl) should have been listed in 2011 as "sale (partial)", not "sale". The balance of the holding was sold in 2012.

Line 74 (Hussman) should have been listed in 2011 as "sale (partial)”, not “sale”, The balance of the holding was retained in 2012.