Karon O. Bowdre

ps Real Estate] Birmingham, Alabama — Rent

First Commercial Bank Acct — Interest

American Fund - Fundamental Investors (See Part VIII) — Int/Div — with line 7)

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

Merrill Lynch Bank Deposit Program (See Part VIID — Int/Div

Perkins Investment Fund - Small Cap Value — Int/Div — Sold

Fundamental Investors (See Part VIII) — Int/Div — Buy (add'l)

Fundamental Investors (See Part VIII) — Sold (part)

Growth Fund of America — Int/Div

Citibank Morgan Stanley Money Fund (See Part VIID — 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

Small Cap World Fund (IRA) — Int/Div

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

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

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

Ts); SE Ecc Piri VIII — Int/Div

Regions Bank Acct — Interest

Trust IL; [mm (mmm See Part VIII — Int/Div

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

Lawfirm Cap. Contrib ( ); See Part VIII — None

TrustIIL; po; Life Ins; J os See Part VIII — None

TrustIV; Life Ins. Sec Part VII — None

Merrill Lynch Bank Deposit Program — Interest

Merrill Lynch Bank Deposit Program — 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.: See Part VIII — Int/Div — with line 95)

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

Metlife Perm Life Insurance: See Part VIII — Int/Div — with line 95)

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 — Sold

Real Estate Investment, Joint Venture Panama City, FL — None

American Fundamental Investors Class F — Int/Div

Fidelity Funds Cash Reserves — Int/Div

ING - Life Insurance Policy — Int/Div

LLC#4 pm Real Estate Investment Birmingham, AL — Distribution

New World Fund — Int/Div

Royce Special Equity — Int/Div — Sold

T.Rowe Price Cap Apprec — Int/Div

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

Cap Inc Bldr FD CLC — Int/Div — Buy (add'l)

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

Cap Inc. Bldr CL C — Int/Div

Cap World Growth & Inc — Int/Div

SPDR Gold Trust — Int/Div — Sold

SPDR Gold Trus gm — Int/Div

Merrill Lynch Bank Deposit Account — Int/Div

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

American Cent Equity Income Fd — Int/Div

American Bond Fund — Int/Div

Neuberger Berman Equity — Int/Div

American Century Equity Income — Int/Div

American Bond Fund of America — Int/Div

Neuberger Berman Equity — Int/Div

Hussman Strat TR — Int/Div — Sold

Managers Fremont Bond — Int/Div

Loomis Sayles Bond Fund — Int/Div

Asia Pacific High Div — Distribution

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 — Sold

Matthew Asia Pacific EQ — Int/Div

Principal Diversified Real — Int/Div — Sold

American Tax Exempt Bd Fd — Int/Div — Sold

American CNT Interm Bd Fd — Int/Div — Sold

American Tax Exempt Bd Fd — Int/Div

American High Income Trust Fd — Int/Div

Janus High Yield Fund — Int/Div

Janus High Yield Fund (See Part VIII) — Int/Div

Fidelity Adv Strategic — Int/Div

Janus High Yield Fd — Int/Div

Janus High Yield Fd — Int/Div

Merrill Lynch Bank Deposit Program (See Part VIID — Interest

Aberdeen Asia - PAC — Int/Div — Sold

Aberdeen Asia - PAC — Buy

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

Gamco Global Gold — Int/Div — Sold

DWS RREEF Global — Int/Div — Buy

DWS RREEF Global — Int/Div — Buy

Hartford Life Ins. Policy (See Part VIII) — Int/Div — Buy

Market Vectors ETF Troil — Int/Div — Buy

Market Vectors ETF Troil — Sold

SPDR Trust Short Term High Yield Bond ETF — Int/Div — Buy

Market Vectors Gold Miners ETF — Int/Div — Buy

Market Vectors Gold Miners ETF — Sold

Mairs and Power Growth Fund — Int/Div — Buy

Oakmark FDS Oakmark International — Int/Div — Buy

FPA Crescent Portfolio — Int/Div — Buy

Managers AMG Yacktman Fund — Int/Div — Buy

Vanguard Div. Apprec. ETF — Int/Div — Buy

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

Reimbursement — Byme Judicial Clerkship Institute — 03/13/13-03/15/13 — Pepperdine School of Law (Malibu, CA) — Instruct at Judicial Clerkship Seminar — Reimbursement for hotel, travel, & meals

Reimbursement — Federal Judicial Conference — 04/11/13-04/12/13 — Emory University (Atlanta, GA) — Issues in Neuroscience Seminar — Reimbursement for hotel, travel, & meals

Reimbursement — Federal Judicial Conference — 04/23/13-04/26/13 — Washington, DC — Conference for Chiet Judges of District Courts — Reimbursement for airfare, hotel, travel. & meals

Reimbursement — Federal Judicial Conference — 05/01/13-05/04/13 — Savannah, GA — Eleventh Judicial Court — Reimbursement for hotel, travel, & meals

Reimbursement — Federal Judicial Conference — 09/23/13-09/24/13 — Washington, DC — Filming Speech on Legal Writing for FIC — Reimbursement for airfare, hotel, & meals

Spouse's income — 2013 — Self-Employed Law Practice

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