Lois Bloom

American Funds Income Fund of America (a) — Int/Div — Sold (part)

Phizer — Int/Div

Citibank Accounts — Interest

Wells Fargo — Interest

Fidelity SEP IRA (heading for items below) — Int/Div

Fidelity GNMA Fund — None — Sold

Fidelity International Disc — Int/Div

Fidelity Latin America — Int/Div

Spartan Int'l Index Investor Class — Int/Div

Spartan S00 Index Investor Class — Int/Div

Fidelity Contrafund — Int/Div

Fidelity Puritan — Int/Div

Fidelity Cash Reserves — Int/Div

Schwab Advisor Cash Reserve! Schwab IRA Rollover — Interest

Accenture PLC — Int/Div

Activision Blizzard Inc — Int/Div

Alps Trust ETF — Int/Div — Buy

Amencan Eagle — None — Sold

Comcast — Int/Div

Blackstone Mortgage TR — Int/Div — Buy

EMC Corp - Mass — Int/Div

Guggenheim Exch TRD FD — Int/Div — Buy

JP Morgan Chase & Co. — Int/Div

Kinder Morgan Inc — Int/Div

National Oil Well — Int/Div

Novartis — Int/Div

Now Inc — Int/Div — Buy

SPDR Index Shares Fund — Int/Div — Buy

Spectra Energy Corp — Int/Div

TIX Cos Inc — Int/Div

Ventas Inc — Int/Div — Buy

Vimetx Holding Corp — None — Sold

NY 529 College Savings Program (age based) — Int/Div — with line 34)

NY 529 College Savings Program (age based) — Int/Div — Buy (add'l)

NY 529 College Savings Program (age bused) — Int/Div — Sold (part)

Spouse's income — 2014 — self-employed attorney

Part VII lines 34, 35 and 36 list "NY 529 College Savings Program.” Two accounts were open at the beginning of the year; the JI account was merged

Pe on 9/24/14. Less than $1,000 was contributed to each plan monthly until the accounts were merged. Redemptions were made to

pay tuition,