Rosemary M. Collyer

ATRS « Common

MCD - Common — Buy (add'l)

Weitz Short-Intermediate Income Fund (WSHNX)

BROKERAGE ACCOUNT #1 (H)

BRKA - Common Class A — None

BRKB - Common Class B — None

Schwab Cash Equivalent Accounts — Int/Div

Amne Arundel County, MD Muni Bonds — Interest

Baltimore, MD Proj Muni Bonds — Interest

Maryland State Mum Bonds — Interest

TT Rowe Price Maryland Tax Free Bond Fund (MDXBX) — Int/Div — Sold (part)

NAVB - Common — None — Sold

TSLA - Put Option Jani4 40.00 — None — Expired

TSLA - Put Option Jun 14 60.00 — None — Expired

TSLA - Put Option Jani4 150.00 — None — Closed

IRA #1 — Int/Div

Schwab Cash Equivalent Accounts

UST Inflation Index Notes 3.625% TIPS

IWF ETF

ATRS - Call Option May 14 5.00 — Expired

BP-ADR — Sold

BP - Call Option Jan14 45.00 — Redeemed

PGF-ETF

PEP - Common — Buy

KM! « Common — Buy

WPC - Common — Buy

IRA #2 — Int/Div

Schwab Cash Equivalent Accounts

NEM - Common — Sold

NAVB - Common

XLU-ETF — Sold

TSLA - Common

TSLA - Call Option Jan14 175.00 — Expired

GILD - Common — Buy

GILD - Common — Sold

GILD - Call Option Juni4 80.00 — Short

GILD - Call Option Juni4 80.00 — Redeemed

TSLA - Call Option Sepl4 220.00 — Short

TSLA - Call Option Sepl4 220.00 — Closed

DoubleLine Total Return Bond Fund (DLTNX) — Buy

QUALIFIED RETIREMENT PLAN #3 — Int/Div

Vanguard Variable Insurance Fund International Portfolio — Buy (add'l) — Part VII (e)

IRA #4 — Int/Div

Schwab Cash Equivalent Accounts

RDS/B - ADR

SO - Common

ESD - Closed End Fund

CAG - Common

FCX - Common — Buy

S10. — Sold

JMHLY - ADR — Buy

PG - Common — Buy

IRA #5 — Int/Div

Schwab Cash Equivalent Accounts

Wells Fargo Advantage High Income Trust (STHYX) — Sold

VNQ-ETF — Sold

DXJ-ETF

GE «- Common

DEM -ETF — Sold

BP-ADR — Buy

BP-ADR — Sold

TYG - Closed End Fund — Buy

DGS-ETF — Buy

PIMCO Income Fund (PONDX) — Buy

Memill Lynch Cash Management Account — hy — Part VII (1)

Citibank Checking Account — Interest

Reimbursement — US. Courts — August, 2014 — Secartle, WA — Semor Judges’ meeting — Reimbursement for travel (airline, lodging & meals)

Spouse's income — 2014 — National Human Services Assembly « Vice President

PART VII:

(a) Trusts #1, #2 and #3, listed in Part 1 and previously documented in Part VII, are no longer shown in this section in accordance with revised filing instructions

for Calendar Year 2014 Reports.

(hb) In the description of assets the abbreviation ADR refers to American Depositary Receipts (shares of foreign companies trading on U.S. exchanges); ETF refers

to Exchange Traded Funds (index funds that trade as common stocks).

(¢) Put options sold short and later redeemed (i.e. exercised by owner) are shown as having zero gain because the amount received for the short sale is subtracted

from the basis for the underlying security that was purchased and is therefore reflected in the guin/loss incurred when that security is ultimately sold.

(d) Lines 4, 14, 28, 44 and 54 are aggregated Schwab cash equivalent accounts containing one or more of the following: Schwab Municipal Money Fund Value

Advantage; Schwab Money Fund Value Advantage, Schwab One Cash Account, Charles Schwab Bank Deposit Accounts, and/or Schwab Cash Reserves, They

are aggregated here per the 2014 Filing Instructions. These account balances change frequently as a result of securities purchases or sales, cash transfers, and

dividends or interest received. The income received and ending values are shown as required in the non-retirement plan account (Line 4).

(e) Line 42: Purchases of this fund are made on a monthly basis. Individual purchases are below the minimum reporting requirement but are aggregated for the

entire year with a date shown of 1231/14,

(f) Line 65 refers to an aggregated cash equivalent account at Merrill Lynch that pays both dividends (for Merrill Lynch CMA Money Fund) and interest (for

Merrill Lynch Bunk Deposit Program). This is not a brokerage acccount, und no individual stocks, bonds or other assets are held.