J. Craig Whitley

CBF Agg Growth Fund — Int/Div

CBF Agg Growth Fund — Int/Div

LM Cap Mgmt Leading Co Tr — Int/Div

American Funds New Perspective Mutual Fund — Int/Div

American Funds Washington Mutual Funds — Int/Div

Amencan Funds Washington Mutual Funds — Int/Div

American Funds. Templeton Foreign Mutual Fund — Int/Div

RBC Money Market Sweep Accounts — Interest

American Funds. New Perspective Mutual Fund — Int/Div — Sold (part)

Belmont Federal Savings & Loan Account — Interest

American FundsTempleton Dev Mki Foreign Mutual Fund — Int/Div

American Funds Washington Mutual Funds — Int/Div

Growth Fund American Mutual Fund — Int/Div

Black Rock US Opp Class € — Int/Div

Legg Mason Special Investment Trust — None

American Funds New Perspective Mutual Fund — Int/Div

Legg Mason Value Trust Mutual Fund — None

Legg Mason Cap Mgmt Sp Inv Tr — Int/Div — Sold (part)

Rovce Total Return Fund, a/ka/ Royee FD — Int/Div

RBC Money Market Savings Acct — Interest

Europac Growth Fund — Int/Div

Invesco Am Fr Fund Class A f/k/a Invesco Aim Constellation Mutual Fund — Int/Div

Wachovia Bank Various Accounts — Interest

Estate

Belmont Federal Various Accounts — Interest — Open

Spectra Energy — Int/Div

Asset Group #1*

Rental Property. Charlotte, NC — Reat

TRLST 1: *

Residential Lot #1, Gaston County, NC — None

Residential Lot #2, Gaston County, NC — None

Residential Lot #3, Gaston County, NC — None

Residential Lot 44, Gaston County, NC — None

Residential Lot #5, Gaston County, NC — None

Residential Lot #6, Gaston County, NC — None

Residential Lot #7 (1/2 Interest) Gaston County, NC — None

Residential Lot #8 (1/2 Interest) Gaston County, NC — None

Residential Lot #9 (1/2 Interest) Gaston County, NC — None

Residential Lot #10 (1/2 Interest) Gaston County, NC — None

Residential Lot #11 (1/2 Interest) Gaston County, NC — None

Residential Lot #12 (1/2 Interest) Gaston County, NC — None

Belmont Federal Various Accounts — Interest

Wachovia Various Accounts — Interest — Open

RBC Money Market Sweep Acct — Interest

Invesco AIM Investments European Growth Fund Class A — Int/Div

American Funds Capital World Bond Fund Class A — Int/Div

American Funds Europacific Growth Fund Class A — Int/Div

American Funds Growth Fund of America Class A — Int/Div

American Funds Investment Co of America Class A — Int/Div

Capital World Bond Fund — Int/Div

Barclays BK/DEL CD — Interest — Matured

Capitol One Bank CD — Interest — Matured

LaSalle Bank CD — Interest

Goldman Sachs Bank CD — Interest

Mercantile Bank f/k/a Merchant Bank Orlando CD — Interest — Matured

Umion Bank NA CD — Interest

Harns National Association CD — Interest — Matured

Bank of the West CD — Interest — Matured

Atomey-imn-fact, POA #]#%

Spouse's income — 2013 — Self-employed Attorney

Part 1, #1 and #3 - Assets held under a power of attorney were listed as Trust #1 in the 2013 Report. JI passed away and | became Execuotr of decendents

estate on 9/16/13,

Part 1, #2 - Trust #1 is Trust #2 in last year's report.

Part VIL, #25 - Same Trust #1 in 2013 Report. J passed and | became executor of decendent's estate on 9/16/13,

Part VII, #37 - Trust 2 is the same as Trust | in the 2013 Report.

Part VII, #52 - Correct error in 2013 Report. RBS Sweep Account was represented as closed in 12/19/13. It was not.