Sidney Allen Fitzwater

Fr-Franklin Income — Sold (part)

American Funds-Wash. Mut. Invs. Fund-A — Int/Div

UBS Bank USA Deposit Acct — Interest

IM Corp. Common Stock — Int/Div

LP. Morgan Chase & Co. Common Stock — Int/Div

Trust #2 (Nos. 5-13) — Int/Div

UBS Resource Mgmt. Acct (Money Market Portfolio)

Calamos Growth Fund — Sold

Lord Abbett Affihated Fund (See Part VIII) — Sold

UBS Global Allocation Fund (See Part Vin — Sold

Lord Abbett Income Fund-Class A (X) — Buy

Lord Abbett Intermediate Tax Free Fund: Class A(X) — Buy

Lord Abbett Short Duration Income Fund- Class A(X) — Buy

Thoruburg Limited Term Municipal Fund. Class A(X) — Buy

Calamos Growth and Income Fund — Int/Div

Lord Abbett Affiliated Fund (See Part VID — Int/Div — Sold

Lord Abbett Fundamental Equity — Int/Div

MFS Research Bond Fund — Int/Div

UBS Global Allocation Fund (See Part VIII) — None — Sold

Lord Abbett Income Fund-Class A (X) — Int/Div — Buy

Lord Abbett Intermediate Tax Free Fund: Class A (X) — Int/Div — Buy

Lord Abbett Short Duration Income Fund- Class A (X) — Int/Div — Buy

Thomburg Limited Term Municipal Fund- Class A (X) — Int/Div — Buy

Lincoln Nat'l Corp. Secure Line — Interest

IRA #1 (Nos. 24-30) — Int/Div

UBS Bank USA Deposit Account

Royce Premier Fund

Blackrock Strategic Income A

Blackrock Global Allocation Fund Inc. A

First Eagle Global Fund Class A

UBS Bank USA Deposit Acct (aggregate of TWO accts) — None

Aberdeen Asia-Pacific Income Fund — Int/Div

Ameren Corporation Common Stock — Int/Div

Consolidated Edison, Inc. Common Stock — Int/Div

Dommion Resources. Inc. Common Stock — Int/Div

Dreyfus Strategic Municipals Inc. (Closed. End Fund) — Int/Div

Duke Energy Corp. Common Stock — Int/Div

Entergy Corp. Common Stock — Int/Div

Exelon Corp. Common Stock — Int/Div

ExxonMobil Corp. Common Stock — Int/Div

Firstenergy Corp. Common Stock — Int/Div

NextEra Energy, Inc. Common Stock — Int/Div

Hawaiian Electric Industries Inc. Common Stock — Int/Div

Integrys Energy Group Inc. Common Stock — Int/Div

Express Scripts Holding Co. Common Stock — None

Merck & Co. Inc. Common Stock — Int/Div

Monsanto Co. New Common Stock — Int/Div

Nuveen Dividend Advantage Municipal Fund — Int/Div

Nuveen Dividend Advantage Munic. Fd 2 — Int/Div

Nuveen Dividend Advantage Municipal Fd 1 — Int./hv

Nuveen AMT-Free Municipal Income Fund 1X) (See VID — Interest

Nuveen Opportunity Prem. Income Fund 1Y) (See Part VIII)

Nuveen Municipal Advantage Fund Inc — Int/Div

Nuveen Municipal Value Fund Inc — Int/Div

Nuveen Premium Inc. Mun. Fund Inc — Interest

Nuveen Premium Inc. Mun. Fund 2 Inc — Int/Div

Nuveen Premier Munic Opportunity Fund Ine (Y) (See Part VIII

Nuveen Select Maturities Municipal Fund — Interest

Pepco Holdings Inc. Common Stock — Int/Div

Pepsico, Inc. Common Stock — Int/Div

Phizer Inc. Common Stock — Int/Div

Spectra Energy Corp. Common Stock — Int/Div

TECO Energy Inc. Common Stock — Int/Div

Invesco Van Kampen Municipal Opportunity Trust — Interest

Westar Energy Inc. Common Stock — Int/Div

Xcel Energy Inc. Common Stock — Int/Div

Nuveen Series 519 Tax Exempt Unit Trust — Interest

Insured Municipals Inc. Trust Unit Ser. 290 Yr

Nuveen Investment Quality Municipal Fund, Inc. — Int

John Hancock Venture Vantage (Annuity) (See Part VID — None — Sold (part)

TIAA-CREF Savings and Investment Plan (Annuity) — None

TIAA-CREF (IRA) Managed Allocation Fund IR — None — Sold (part)

USAA Tax Exempt Long-Term Bond Fund — Interest

Blackrock Strategic Income A — Int/Div

Emerson Electric Co. Common Stock — Int/Div

Roval Dutch Shell PLC Common Stock — Int/Div

Reimbursement — Amendment Center, Inc Nashville, TN) — Re ar? Bret vo

Spouse's income — 2013 — DN - salary

Part VII, Item Nos. 8,9, 15, and 18

No gain is shown in Column D(4) of Item Nos. 8, 9, 15, and 18 because these assets were sold at a loss,

Part VII, Item Nos, 51, 52, and 57

Item No. 51 is new. It was reported in my 2012 Financial Disclosure Report as two items: Item No. 46 and Item No. $1. Item No. 46 was listed as “Nuveen

Opportunity Prem. Inc. Fund.” Item No. $1 was listed as “Nuveen Premier Municipal Opportunity Fund Ine.” (Item Nos, 46 and $1 in my 2012 Financial

Disclosure Report are Trem Nos. 52 and 57 in my 2013 Financial Disclosure Report.) Effective May 6, 2013, the assets of the Nuveen Premier Municipal

Opportunity Fund, Inc. and the Nuveen Premium Income Municipal Opportunity Fund were merged into the assets of Nuveen AMT-Free Municipal Income

Fund. Accordingly, in my 2013 Financial Disclosure Report, Item No. 51 reflects the newly-merged fund. The information that would otherwise be reportable in

Column B(1) and (2) of Item Nos. 52 and 57 is included in Column B(1) and (2) of Item No. 51. Item Nos. $2 and 57 are no longer separately reportable and will

be omitted from my 2014 Financial Disclosure Report.

Part VIL, Item No. 70

The distribution disclosed in Item No. 70 is from an annuity that requires a minimum annual distribution, No gain is shown in Column D{4) because there was no

gain or loss involved in the transaction.