James J. Robinson

J shares common stock Southern Co — Int/Div — Buy (add'l) — shrs add'l div remvest

BA shares Goldman Sachs Str US Equity Class A mutual fund — None

WinSouth CU fka Community CU (deposit account) — Interest

Wells Fargo deposit accounts — Interest

Ummproved real estate lot-5t Stnons [s. Georgia — None

Protective Life, formerly Manufacturers Life policies (2) — Int/Div

Mass Mutual Life- American Century Value mutual fund — None

Mass Mutual Life - guaranteed principal account — Interest

J shares American Capital World Growth Income Fund — Int/Div — Buy (add'l) — shrs add'l div remvest

J shares American Growth Fund Class A — Int/Div — Buy (add'l) — shr add'l div remvest

Memill Lynch Ready Assets Money Fund — Int/Div

Federal Home Loan Mortgage Bond 4.5% — Interest — Redeemed

Federal Home Loan Mortgage Bond 6.125% — Interest — Redeemed

American Legacy 111 annuity — None

BIF Tax Exempt Money Fund — Int/Div

Federal Home Loan Mortgage Bond 4.5% — Interest

EEE Shares Common Stock Proassurance Corp. — Int/Div

JE Shares American New Perspective Class A Mut, Fund — Int/Div — Buy (add'l) — add'l shares

ml Shares Blackrock Small Cap Indext Fund Class A — Int/Div

FIA Card Servs Money Fund — Int/Div

EE Shares American Capital World Income Class A Mut. Fund — Int/Div — Buy (add'l) — add'l shrs

EE American Capital Income Builder Class A Mut, Fund — Int/Div — Buy (add'l) — add'l shrs

HE Amencan Growth Fund of Amenca Class A Mut, Fund — Int/Div — Buy (add'l) — add'l shrs

ER Shares American Fundamental Investors Fund — Int/Div — Buy (add'l) — shrs add'l div remvest

Shares American New Perspective Fund — Int/Div — Buy (add'l) — shr add'l div reinvest

EE Shares American Capital World Growth Income Fund Class A — Int/Div — Buy (add'l) — shrs add'l div remvest

EE Shares American Growth Fund of America Class A — Int/Div — Buy (add'l) — shrs add'l day remvest

EER American Intr. Bond Fund Class A — Int/Div — Sold — Part VII

I shrs Kraft Foods — Int/Div

NobleBank & Trust deposit account — Interest

JE shares MetLife, Inc — Int/Div

I shares National Grid PLC SP ADR — Int/Div

J shares Pfizer common — Int/Div

I shares Waste Management common — Int/Div

J shares American Income Fund of Amenca — Int/Div — Buy (add'l) — add'l shares

J shares Goldman Sachs Group Inc preferred — Int/Div

El shares Centurylink common — Int/Div

mE shares Chevron Corp common — Int/Div

I shares Coca Cola common — Int/Div

J shares DuPont El de Nemours common — Int/Div

EE shares Genuine Parts common — Int/Div

J shares Kimberly Clark common — Int/Div

mE shares McDonalds Corp common — Int/Div

I shares Microsoft Corp common — Int/Div

A shares Duke Energy common — Int/Div

J shares Mondelez Int'l common — Int/Div — Buy (add'l) — shrs add'l div remvest

RB shares Apple, Inc. common — Int/Div

BaR1INA RASP (money fund) — Int/Div — Closed — account

Retirement Reserves (money fund) — Int/Div

J shares Columbia Acom Fund Class ( — Int/Div — Buy

Development Committee member, Rambow Omega, Inc. (home for adults with developmental disabilities)

Agreement — 1974 — Burr & Forman LLP Profit Sharing/Keogh Plan (former law firm-no control)

Agreement — 2006 — Burr & Forman LLP retired partner annuity (former law firm)

Liability — Chase Bank USA, NA — Credit Card (VISA)

Liability — Memill Lynch (Bank of America-FIA Card Services NA) — Credit Card (VISA)

Liability — Merrill Lynch (American Express) — Credit Card {American Express)

Reimbursement — Cumberland School of Law — 10042013 — Birmingham, AL — Speak at CLE seminar — seminar fee and lunch

Reimbursement — State Bar - Commercial : Law Section — 06/212013 06/22/2013 — Sand Destin, FL — Speaker at CLE seminar — seminir fee, lodgmg, meals and mileage

Reimbursement — UL Ala. School of Law — 117152013 — Birmingham, AL — Speuker at CLE seminar — seminar fee, lodgmg, meals and mileage

Reimbursement — Ith Judicial Circuit Conference — 05/01,2013 05/04/2013 — Savannah, GA — Judges’ conference — lodging, meals and mileage

Reimbursement — Admin Ofc of Courts — 08/112013 08/14/2013 — San Diego, CA — Judges’ workshop — artare, lodgmg and meals

Income — 2013 — Burr & Forman LLC - retired partner's annunity — S27.000.00

Spouse's income — 2013 — Southern Companyv-retirement/pension

Part VII - Line 28: American Intr. Bond Fund Class A, During 2013 1 acyuired an addition Jif shares through dividend and reinvestment in the fund, increasing

my total shares toll. All shares in this investment were sold at various times during 2013.

At the end of 2013 1 held no shares in this fund.

Part VII: The notation *__ shrs add'l div reinvest” appearing several times in column (5) of part D indicates that the particular mutual fund or stock paid a dividend

that was reinvested to purchase the number of additional shares stated. Dividends were declared from time to time during 2013, often more than once during the

year for any particular investment, so 1 did not list the exact date for cach dividend and reinvestment.