Barbara J. Houser

Technical Commumcations common stock — Int/Div

Bank of America (various accounts) — Interest

Wells Fargo (checking account) — Interest

Capital One Checking and saving accounts — Interest

mmm Present Interest Trust DEE — None

Wal-Mart Stores. Inc. common stock — Int/Div

Discover Bank CD — Interest

Jefferson Bank CD n/k/a Mid-South Bank — Interest — Redeemed

Imtervest National Bank CD — Interest

Nexity Bank CD n/k/a Alostar Bank — Interest

Nexity Bank CD n/k/a Alostar Bank — Buy (add'l)

GMAC Bank (various accounts and CDs) n/ k/a Ally Bank — Interest

Am Trust Direct n/k/a New York Community Bank money market — Interest

Patriot Bank CDs — Interest

Great Westen Bank CDs — Interest — Sold (part)

Great Westen Bank CDs — Sold (part)

Great Westen Bank CDs — Redeemed

Equity Bank CDs n/k/a Triumph Savings Bank — Interest

Salem 5 Savings and Checking accounts — Interest

Share Plus Federal Bank CD and checking account wk/a Green Bank — Interest

Colorado Federal Savings Bank Money Market — Interest

First National Bank of Omaha Money Market — Interest

SallieMae Bank Money Market — Interest

GE Capital Retail Bank CD n/k/a Synchrony Bank — Interest

GE Capital Retail Bank High Yield Savings wk/a Synchrony Bank — Interest

GE Capital Retail Bank CD n/k/a Synchrony Bank — Interest — Buy

BBVA Compass Bank (various accounts and (a))] — Interest — Buy

Brokerage account £ (H)

Anheuser-Busch (BUD) common stock — Int/Div — Buy (add'l)

Anheuser-Busch (BUD) common stock — Sold (part)

Automatic Data Processing Inc (ADP) common stock — Int/Div

Automatic Data Processing Inc (ADP) common stock — Sold (part)

Berkshire Hathaway Inc (BRKB) common stock — None

Bristol Myers Squibb (BMY ) common stock — Int/Div — Buy

Campbell Soup (CPB) common stock — Int/Div

Coca-Cola (KO) common stock — Int/Div

Davita Inc (DV A) common stocl — None

DirectTV COM (DTV) common stock — None — Sold (part)

DirectTV COM (DTV) common stock — Sold

Emerson Electric (EMR) common stock — Int/Div — Buy (add'l)

Emerson Electric (EMR) common stock — Sold (part)

Exxon Mobil (XOM) common stock — Int/Div — Buy (add'l)

Exxon Mobil (XOM) common stock — Buy (add'l)

HERMES INTL SA EURO ORD (HESAF) common stock — None — Buy

Hershey (HSY) common stock — Int/Div

Intl Business Machines (IBM) common stock — Int/Div — Sold

Johnson & Johnson (JNJ) common stock — Int/Div

LVMH Moet Hensy Louis Vutn Ord (LVMHF) common stock — Int/Div — Buy

Mc Donalds Corp (MCD) common stock — Int/Div

Merck & Co Inc New Com (MRK) common stock — Int/Div — Buy

Monsanto (MON) common stock — Int/Div — Sold (part)

Nestle SA (NSRGY) common stock — Int/Div — Buy (add'l)

Oneok Inc New (OKE) common stock — None — Buy

Pepsico (PEP) common stock — Int/Div — Buy (add'l)

Pfizer Inc (PFE) common stock — Int/Div

Procter & Gamble (PG) common stock — Int/Div — Buy (add'l)

Schlumberger Ltd (SLB) common stoc] — Int/Div — Buy

Sigma-Aldrich (SIAL) common stock — Int/Div — Sold (part)

IM (MMM) common stock — Int/Div

Southern Co (SO) common stock — Int/Div — Sold

United Parcel Service (UPS) common stock — Int/Div — Sold (part)

Wal Mart Stores (WMT) common stock — Int/Div — Buy (add'l)

Brokerage Account # 2 (H)

Bristol Myers Squibb (BMY ) common stock — None — Sold

Conoco Phillips (COP) common stock — None

Phillips 66 Com (PSX) common stock — None

MS Liquid Asset Fund (money market account) — Interest — Open

Brokerage Account ¥ 3 (H)

ABBVIE Inc (ABBV) common stock — Int/Div

Altria Group Inc. (MO) common stock — Int/Div

AMN Elec Power Co (AEP) common stock — Int/Div

Automatic Data Processing (ADP) common stock — Int/Div — Buy (add'l)

Bristol-Myers Squibb Co (BMY) common stock — Int/Div

California Resources Corp (CRC) common stock — None — from line 89)

CDK GLobal Inc (CDK) common stock — None — from line 72)

Chevron Corp (CVX) common stock — Int/Div — Buy (add'l)

Conagra Foods Inc (CAG) common stock — Int/Div — Buy (add'l)

Du Pont E De Nemours (DD) common stock — Int/Div

Emerson Elec Co (EMR) common stock — Int/Div

Glaxosmithkline PLC ADR (GSK) common stock — Int/Div

Halvard Health Inc (HYH) common stock — None — from line 83)

Intel Corp (INTC) common stock — Int/Div

Kimberly Clark (KMB) common stock — Int/Div

Kraft Foods Group Inc (KRFT) common stock — Int/Div

LVMH Eur 0.3 (LVMHF) common stock — Int/Div

LVMH Moet Hennessy Louis (XIFFF) common stock — None — from line 85)

McDonalds Corp (MCD) common stock — Int/Div — Buy (add'l)

Nextera Energy Inc (NEE) common stock — Int/Div

Occidental Pete Corp Cal (OXY) common stock — Int/Div

Paccar Inc (PCAR) common stock — Int/Div

Philip Morris Intl Inc (PM) common stock — Int/Div

PPL Corporation (PPL) common stock — Int/Div

Southern Company (SO) common stock — Int/Div — Buy (add'l)

Spectra Energy Corp (SE) common stock — Int/Div

Thomson Reuters Corp (TRI) common stock — Int/Div

Toronto Dommion Bank (TD) common stock — Int/Div

United Parcel Service (UPS) Class B shares — Int/Div

Blackrock Global Long Short Credit Fund Cl 1BGCIX) — Int/Div — Buy (add'l)

Eaton Vance Floating Rate Fund C1 1 (EIBLX) — Int/Div

First TR Unlities Alphadex Fund (FXU) — Int/Div — Buy (add'l)

First TR Financials Alphadex Fund (FXO) — Int/Div

First Tr Health Care Alphadex Fund (FXH) — Int/Div — Buy

First TR Industrial PRDCR Durables Alphadex Fund (FXR) — Int/Div

First TR Materials Alphadex Fund (FXZ) — Int/Div — Buy

shares MSCI DCA ETF (EWC) — Int/Div

Ishares MSC Switzerland (EWL) — Int/Div

shares MSC Sweden (EWD) — Int/Div

Ishares US Telecommumcations ETF (1YZ) — Int/Div — Buy

IShares MSC EAFE Index Fund (EFA) — Int/Div — Buy (add'l)

Ishares MSC Pacific Ex Japan (EPP) — Int/Div

Ishares IBOXX Invt Grade Corp Bd (LQD) — Int/Div

Ishares MSC Emerging Mkts (EEM) — Int/Div — Buy (add'l)

IShares Trust Dow Jones US Real Estate Index Fund (IYR) — Int/Div

Ishares MSCI1 EMU ETF (EZU) — Int/Div — Buy (add'l)

Ishares Inc Global High Yield Corp BD FD (GHYG) — Int/Div — Buy (add'l)

Ishares Inc Core MSCI Emerging Mkts 1:11 (EMG) — Int/Div — Sold (part)

Ishares Inc Core MSCI Emerging Mkts 1:11 (EMG) — Buy (add'l)

Ishares MSC United Kingdom (EWU) — Int/Div

JP Morgan Strategic Income Opp Fund JSOSX) — Int/Div — Buy (add'l)

Legg Mason BW Global Opportunities BD FD 1 1GOBIX) — Int/Div — Buy (add'l)

Sector SPDR Energy (XLE) — Int/Div

SPDR Barclays High Yield Bond ETF INK) — Int/Div

SPDR Barclays Convertile Securities ETF (CWB) — Int/Div

SPDR Gold Trust (GLD) — None — Sold (part)

SPDR Gold Trust (GLD) — Sold (part)

SPDR Gold Trust (GLD) — Sold (part)

SPDR Gold Trust (GLD) — Sold (part)

SPDR Gold Trust (GLD) — Sold (part)

SPDR Gold Trust (GLD) — Sold (part)

SPDR Gold Trust (GLD) — Sold (part)

SPDR Gold Trust (GLD) — Sold (part)

SPDR Gold Trust (GLD) — Sold (part)

SPDR Gold Trust (GLD) — Sold (part)

SPDR Gold Trust (GLD) — Sold (part)

SPDR Gold Trust (GLD) — Sold (part)

SPDR SP World Ex US (GWL) — Int/Div

SPDR Series Trust shares (XTL) — Int/Div

Third Avenue Focused Credit Fund CL Inst] {TFCIX) — Int/Div

Vanguard Small Cap Value ETF (VBR) — Int/Div — Buy (add'l)

Vanguard Small Cap Growth ETF (VBK) — Int/Div — Buy (add'l)

Vanguard Value ETF (VTV) — Int/Div — Buy (add'l)

Vanguard Value ETF (VTV) — Buy (add'l)

Vanguard Growth ETF (VLG) — Int/Div — Sold (part)

Vanguard Growth ETF (VLG) — Buy (add'l)

Vanguard Information Tech ETF (VGT) — Int/Div — Buy

Wisdomtree Trust Japan Hedged Equity FD (DXI} — Int/Div

Elements-Rogers TR SV=4126.81 — None — Buy (add'l)

Elements-Rogers TR SV=4126.81 — Buy (add'l)

Emergmg Global Shares (ECON) — Int/Div — Sold (part)

Emergmg Global Shares (ECON) — Sold

Ishares 20+ Year T Bond ETF (TLT) — Int/Div — Sold

shares TIPS Bond ETF (TIP) — Int/Div — Sold

Ishares 3-7 Year Treasury Bond ETF (IEI) — Int/Div — Sold

Ishares MBS ETF (MBB) — Int/Div — Sold

Market Vectors Emergin Mkts Local Currency Debt ETF (EMLC) — Int/Div — Sold

Powershares Global ETF TR (PCY) — Int/Div — Sold

Powershares Preferred Portfolio (PGX) — Int/Div — Sold

SPDR Barclays Intl Treasury Bond ETF (BWX) — Int/Div — Sold

Vanguard Intermediate Term Bond ETF (BIV) — Int/Div — Sold

Vanguard Short Term Bond (BSV) — Int/Div — Sold

Brokerage Account # 4 (H)

J P Morgan Mortgage Backed Securities Fund (OMBIX) — Int/Div — Sold

Ishare Core Total US (Bond Market EFT (AGG) — Int/Div — Sold

Guggenheim Bulletshares 2016 Corporate Bound ETF (BSCG) — Int/Div — Sold

Sector SPDR Consmrs Stpl (XLP) — None — Sold

Vanguard Short-Term Corporate Bond (VOCSH) — Int/Div — Sold

Consumer Discretionary SPDR (XLY) — None — Sold

Health Care Select SPDR (XLV) — None — Sold

shares 1-3 Year Treasury Bond ETF (SHY) — Int/Div — Sold

shares RS 2000 Value (1IWO) — None — Sold

Pimeo 0-5 Year H/Y Corp Bond Index ETF (HYS) — Int/Div — Sold

Vanguard Industrial ETF (VIS) — Int/Div — Sold

Trustee, I Present Interest Trust

Fellow; Member of Executive Committee, National Bankruptcy Conference

Fellow, American Bar Foundation

Fellow, Texas Bar Foundation

Master, John C. Ford American Inn of Court

Member; Member of Board of Directors and Executive Committe of such Board, American Bankruptcy Institute

Vice Chair of Board of Directors, Dallas Legal Hospice n'k/a Legal Hospice of Texas

Member, Member of Board of Governors, National Conference of Bankruptcy Judges

Gift — Veronica Cox — Cash gift — $14,000.00

Gift — Glenn Cox — Cash gift — $14,000.00

Reimbursement — State Bar of Texas — February 19-20 — Houston, TX — Speak ut bankruptcy conference — Transportation, Lodging, and Meals

Reimbursement — Bankruptcy — of College and speak at educational program

Reimbursement — RAR a od vA Institute — won wd aang) el — and speak at bunkruptcy conference — ES Eh FOC OL AAC TG OY Sts ped

Reimbursement — Western District of MO — May 15-16 — Kansas City, MO — Speak at bankruptcy conference — Transportation, Lodgmg, and Meals

Reimbursement — American Bankruptcy Institute — June 15-16 — Washmgton DC — Speak at bankruptcy conference — Lodgmg and Meals

Reimbursement — American Bankruptcy Instititue — July 24-27 — Amerha Island, FL — Speak ut bankruptcy conference — Transportation, Lodging, and Meals

Reimbursement — American Bankruptcy Institute — September 11-12 — Irving, TX — Speak at bankrupecy conference — Lodging and Meals

Reimbursement — Amencan Bankruptcy Insititue — October 23-24 — Waushmgton DC — Speak ut bankruptcy conference — Iransportation, Lodgmg, and Meals

Reimbursement — American Bankruptcy Institute — December 3-6 — Pulm Springs, CA — Speak ut bankruptcy conference — Transportation, Lodging, and Meals

Part VII, line 3 - This account was opened on July 10, 2012. Through an oversight, it was not reported m my 2012 and 2013 Financial Disclosure Reports. At year

end 2012 and 2013, the value of the account was J and K, respectively,

Parat VII, line 5 - This trust has no assets.

Part VII, lines 69-97 - These stocks were in Brokerage Account #5 m my 2013 Financial Disclosure Report. In an attempt to streamline my reporting, Brokerage

Accout #5 was closed and journal entries were made transferring the stocks into Brokerage Account #3 during 2014.

Part VII, lines 98, 99, 100, 109, 112, 113, 115, 119, 120, 121, 123, 124-135, 136, 138, and 147-148 - These assets were in Brokerage Account #4 in my 2013

Financial Disclosure Report. In an attempt to streamline my reporting, Brokersge Account #4 was closed und journal entries were made transferring these assets

into Brokerage Account #3 during 2014.

Part VII, lines 101, 103 and 107 - These assets were in Brokerage Account #5 in my 2013 Financial Disclosure Report. In an attempt to streamline my reporting,

Brokerage Account #5 was closed and journal entries were made transferring these assets into Brokerage Account #3 during 2014,

Part VII, Lme 161 - Brokerage Account #4 was closed in 2014, after the assets that remained m that account were sold.