Thomas C Wheeler

Emerson Electric Common Stock — Int/Div

SIT Tax Exempt Bond Mutual Fund — Int/Div

Bank of America Checking Account — Interest

Potomac Cliffs at Watson House RE P-ship (See Part VIN — None

TCW/ARW Second-to-Die Life Insurance Policy — None

JRW Whole Life Policy — None

Broker Account £1 « JRW Rev. Trust

Daimler AG Common Stock — None

Altria Group Common Stock — Int/Div

Amencan Express Common Stock — Int/Div — Donated

Walt Disney Common Stock — Int/Div — Donated

Philip Morris Int'l Common Stock — Int/Div — Donated

Nuveen Municipal Mkt. Opportunity Fund — Int/Div — Sold

Davis New York Venture A — Int/Div — Buy (add'l)

Davis New York Venture A — Int/Div — Buy (add'l)

Broker Account #2 — JRW IRA

Citigroup Common Stock — Int/Div

Legg Mason Clearbridge Fund. Value Fund — None — Buy (add'l)

Broker Account #3 — TCW IRA Rollover

Air Castle Common Stock — Int/Div

Covidien PLC Common Stock — Int/Div — Sold (part)

Tyco Electronics Common Stock — Int/Div

Altna Group Common Stock — Int/Div

Apollo Investment Common Stock — Int/Div

BP PLC Common Stock — Int/Div

Bristol Myers Squibb Common Stock — Int/Div — Buy (add'l)

Cisco Systems Common Stock — Int/Div — Buy (add'l)

Comcast Common Stock — Int/Div — Buy (add'l)

Constellation Brands Common Stock — None

Walt Disney Common Stock — Int/Div

EBay Common Stock — None — Buy

Energy Transfer Partners LP — Int/Div

General Electric Common Stock — Int/Div

Halliburton Common Stock — Int/Div

Hewlett Packard Common Stock — Int/Div

Home Depot Common Stock — Int/Div

Hospitality Properties Trust Common Stock — Int/Div — Buy (add'l)

J.P. Morgan Chase Common Stock — Int/Div

Kroger Common Stock — Int/Div

Marriott Int'l Common Stock — Int/Div

Microsoft Common Stock — Int/Div

Pepsico Common Stock — Int/Div

Philip Moms Int'l Common Stock — Int/Div

Sandridge Miss. Trust — Int/Div

Southwest Armes Common Stock — Int/Div

IM Common Stock — Int/Div

United Parcel Service Common Stock — Int/Div

United States Steel Common Stock — Int/Div

Verizon Common Stock — Int/Div

Walmart Common Stock — Int/Div

Williams Partners Lid — Int/Div

Cohen & Steers Infrastructure Fund — Int/Div

Kayne Anderson Energy Return Fund — Int/Div

New Germany Fund — Int/Div

Eaton Vance LTD Duration Income Fund — Int/Div

Brker Acct #4 -- SSB Asset Man Fd, JRW Rev Trst

Citibank Money Market — Interest

AMC Networks Common Stock — None

AT&T Inc. Common Stock — Int/Div

Akamai Technologies Common Stock — None

Amazon.com Common Stock — None — Sold

Amgen, Inc. Common Stock — Int/Div

Anadarko Petroleum Common Stock — Int/Div

Anheuser Busch InBev SA Spon. Common Stock — Int/Div

Apache Corp. Common Stock — Int/Div — Sold

Apple, Inc. Common Stock — Int/Div — Buy (add'l)

Applied Materials, Inc. Common Stock — Int/Div

Autodesk. Inc. Delaware Common Stock — None

Axis Capital Holdings Common Stock — Int/Div

Buker Hughes, Inc. Common Stock — Int/Div

Bed Bath & Beyond Common Stock — None

BHP Billiton Ltd. Common Stock — Int/Div

Biogen Idec Inc. Common Stock — None — Sold (part)

Blackrock. Inc. Common Stock — Int/Div

Boemg Co, Common Stock — Int/Div — Sold

Bristol Myers Squibb Common Stock — Int/Div — Buy

Broadcom Corp. Common Stock — Int/Div

CME Group, Inc. Common Stock — Int/Div

CVS Caremark Corp. Common Stock — Int/Div

Cablevision Systems Corp. Common Stock — Int/Div

Cameron intl, Corp. Common Stock — None

Camival CP New Paired Common Stock — Int/Div

Caterpillar Common Stock — Int/Div — Buy

Celgene Corp. Common Stock — None

Check Pomt Software Coomon Stock (X) — None

Chevron Corp. Common Stock — Int/Div — Buy (add'l)

Chubb Corp. Common Stock — Int/Div

Cisco Systems Inc. Common Stock — Int/Div

CitiGroup Common Stock — Int/Div — Buy

Citrix Systems, Inc. Common Stock — None

CME Group Common Stock (X) — Int/Div

Coach Common Stock (X) — Int/Div

Coca Cola Inc. Common Stock — Int/Div

Comcast Corp. CL A Special New Common Stock — Int/Div — Sold (part)

Cree Research Inc. Common Stock — None

Deere & Co. Common Stock — Int/Div

Devon Energy Corp. New Common Stock — Int/Div — Buy (add'l)

DuPont de Nemours Common Stock — Int/Div

Walt Disney Co. Holding Common Stock — Int/Div — Sold (part)

The DirecTV Group CL A Common Stock — None

Dolby CL A Common Stock — None

Dover Corp. Common Stock — Int/Div — Sold

EMC Corp. Mass. Common Stock — None

Eaton Corp. Common Stock — Int/Div

EBay Inc. Common Stock — None

Emerson Electric Common Stock — Int/Div

Ericsson LM Tel. ADR CL B New Common Stock — Int/Div — Sold (part)

Express Scripts Hldg Co. Common Stock — None

Exxon Mobile Corp. Common Stock — Int/Div

Fluor Corp. New Common Stock — Int/Div

Forest Laboratories Inc. Common Stock — None

Franklin Resources Inc. Common Stock — Int/Div

GAP. Inc. Common Stock — Int/Div

General Electric Co. Common Stock — Int/Div — Buy (add'l)

GlaxoSmithKline PLC ADS Common Stock — Int/Div

Goldman Sachs Common Stock — Int/Div — Buy (add'l)

Google Inc. Common Stock — None

Halliburton Co. Common Stock — Int/Div

Hess Corp. Common Stock — Int/Div

Home Depot Inc. Common Stock — Int/Div

Honeywell Intl. Inc. Common Stock — Int/Div

Intuit Inc. Common Stock — Int/Div

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

Jacobs Engineering Group Common Stock (xX) — None

Johnson & Johnson Common Stock — Int/Div

Jones Lang LaSalle Inc. Common Stock — Int/Div

Joy Global Common Stock — Int/Div

Juniper Networks Common Stock — None

KLA Tencor Corp. Common Stock — Int/Div

Keycorp New Common Stock — Int/Div

L-3 Communications Holding Inc Common Stock — Int/Div

Liberty Media Co. Liberty Cap A Common Stock — None

Liberty Interactive Co. Inter A Common Stock — None

Mattel Inc. Common Stock — Int/Div

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

Microsoft Corp. Common Stock — Int/Div

Monsanto Co. New Common Stock — Int/Div

Morgan Stanley Common Stock — Int/Div

National Oilwell Varco Inc. Common Stock — Int/Div

Netapp. Inc. Common Stock — None

Newfield Expl. Co. Common Stock — None

Nike Inc. B Common Stock — Int/Div

Novartis AG ADR Common Stock — Int/Div

Nucor Corp. Common Stock — Int/Div

Occidental Petroleum Common Stock — Int/Div

Oracle Corp. Common Stock — Int/Div — Sold

Oshkosh Corp. Common Stock — None

Pall Corp. Common Stock — Int/Div

Peabody Energy Corp. Common Stock — Int/Div

Pebblebrook Hotel Tr. Com. Common Stock — Int/Div

Pentair Ltd. Common Stock (X) — Int/Div

Pepsico Inc. Common Stock — Int/Div

Procter & Gamble Common Stock — Int/Div

Qualcomm Inc. Common Stock — Int/Div

Raytheon Common Stock — Int/Div — Buy

Red Hat Common Stock — None — Buy

Regions Finance Corp. Common Stock — Int/Div

Riverbed Tech Common Stock — None — Buy

Safeway Inc. Com. New Common Stock — Int/Div — Sold (part)

Sandisk Corp. Common Stock — Int/Div

Schivmberger Lid. Common Stock — Int/Div

Charles Schwab New Common Stock — Int/Div

Stanley Black & Decker Common Stock — Int/Div — Buy

State Street Common Stock — Int/Div — Buy

Symantic Corp. Common Stock — Int/Div

Teradyne Common Stock — None — Buy

Texas Instruments Common Stock — Int/Div

The ADT Corp. Common Stock (X) — Int/Div

Thermo Fisher Scientific Inc. Common Stock — Int/Div

US Bancorp. Com New Common Stock — Int/Div

Unilever PLC (New) ADS Common Stock — Int/Div

United Parcel Service Inc. CL B Common Stock — Int/Div

United States Steel Corp. New Common Stock — Int/Div

United Health Group Inc. Common Stock — Int/Div

Veeco Instr. Inc. Common Stock — None

Vertex Pharmaceuticals Common Stock — None — Buy

Visa Inc. CL A Common Stock — Int/Div

Vodaphone Group PLC ADS New Common Stock — Int/Div

W.W. Grainger Common Stock — Int/Div — Buy

Weyerhauser Co. Common Stock — Int/Div

Xilinx Inc. Common Stock — Int/Div

Covidien PLC New Common Stock — Int/Div

Seagate Technology PLC Common Stock — Int/Div

Allied World Assurance Co. Hldgs Ltd Common Stock — Int/Div

Weatherford International Ltd. Common Stock — None

TE Connectivity Ltd. New Common Stock — Int/Div

Tyco International Ltd. New Common Stock — Int/Div

Brker Acct # 5 -- SSB Asset Man Fd, TCW IRA

MS Liquid Asset Fund Money Market — None

Davis New York Venture Mutual Fund — Int/Div — Buy (add'l)

Broker Account £6 — JRW Pers. Trust

Dominion Resources Common Stock — Int/Div

Exxon Mobile Common Stock — Int/Div

Pepsico Common Stock — Int/Div

PNC Financial Services Common Stock — Int/Div

Walmart Common Stock — Int/Div

Maryland CDA Housing Conds 07/01/13 — Interest

Prince George's County MD Bonds 1001/15 — Interest

Puerto Rico Housing Public Serv. Bonds 070116 — Interest

Baltimore MD Ser. C Sink Fund 07/01/17 — Interest

MFS Maryland Municipal Bond Fund — Interest

Broker Account #7 - IShares Managed Trust

First Trust Exchange Truded Fund 11 — Int/Div — Buy

IShares Barclays Aggregate Bond Fund — Int/Div

IShares Barclay's MBS Bond Fund — Int/Div — Sold

IShares Barclays 1-3 Yr. CD Bond Fund — Int/Div

Shares Dow Jones LS Consumer Services Index Fund — Int/Div — Sold (part)

IShares Dow Jones Real Estate Index Fund — Int/Div — Sold (part)

IShares Dow Jones Technology Sector Index Fund — Int/Div

IShares Dow Jones LS Consumer Goods Index Fund — Int/Div

Shares Dow Jones US Financial Sector Index Fund — Int/Div — Sold

Shares Dow Jones LS Healtk Care Sector Index Fund — Int/Div — Sold (part)

Shares Dow Jones US Energy Sector Index Fund — Int/Div — Sold (part)

Guggenheim Enhanced Short Duration Bond — Interest — Buy

IShares Floating Rate Bond — Interest — Buy

Pimco Bond — Int/Div — Sold (part)

Vanguard BD Index Fund — Int/Div — Sold

Broker Account # 8 -- TCW/JRW Joint RMA

Frederick MD Rfdg & Impt Bonds 08/01/13 — Interest — Redeemed

Maryland CDA Hsg Cmty Dev Bonds 0701/18 — Interest

Puerto Rico Elec. Power Auth Bonds 0070117 — None

Blackrock Munivest Fund 11 — Interest

Blackrock Munivest Fund — Interest

Nuveen Select Tax Free Income Port 3 — Interest

Dreyfus State Mun Bond Fd Maryland Ser Class C — Interest

Brker Acct # 9 -« Shares Man JRW Rev Trust

First Trust Exchange Traded Fund 11 — Int/Div — Buy

IShares Barclay's Aggregate Bond Fund — Int/Div

IShares Barclay's MBS Bond Fund — Int/Div — Sold

IShares Barclay's 1-3 Yr. CD Bond Fund — Int/Div

Shares Dow Jones US Consumer Services Index Fund — Int/Div — Sold (part)

IShares Dow Jones US Real Estate Index Fund — Int/Div — Sold (part)

Shares Dow Jones Technology Sector Index Fund — Int/Div

IShares Dow Jones US Consumer Goods Index Fund — Int/Div

Shares Dow Jones US Financial Sector Index Fund — Int/Div — Sold

IShares Dow Jones US Health Care Sector Index Fund — Int/Div — put)

IShares Dow Jones LS Energy Sector Index Fund — Int/Div — Sold (part)

Guggenheim Enhanced Short Duration Bond — Interest — Buy

IShares Floating Rate Bond — Interest — Buy

Pimeco Bond — Int/Div — Sold (part)

Vanguard BD Index Fund — Int/Div — Sold

Broker Account # 10 — TCW Rev. Trust

American Capital Limited Common Stock — None

EMC Corp. Mass. Common Stock — Int/Div

Ford Motor Co. Common Stock — Int/Div

Schlumberger Ltd. Common Stock — Int/Div

ING Clarion Global Real Estate Fund — Interest

Kayne Anderson Energy Fund — Int/Div

ACAP Strategic Fund Shares Mutual Fund — None

Hartford Municipal Opp. Fund Class € — Int/Div — Sold

Lege Mason Western Asset Mun, Class C — Int/Div

Principal Investment Fund — Int/Div

Broker Account £ 11 — EJW IRA

Tortoise MLP Fund — Int/Div

Best Buy Common Stock — Int/Div

Chesapeake Energy Corp. Common Stock — Int/Div

Schlumberger Ltd. Common Stock — Int/Div

Broker Account # 12 — EJW IRA Trust

United Health Group Commaon Stock — Int/Div

Calamos Strategy Fund — Int/Div — Buy (add'l)

Hartford Floating Rate Fund — Int/Div

Pimco Commodity Real Return Strategy Fund — Int/Div

Putnam Diversified Income Trust Fund, Class C — Int/Div

Broker Account # 13 «« HKW IRA Trust

Bristol Myers Squibb Common Stock — Int/Div

Energy Transfer Parmers LP — Int/Div

Exxon Mobile Common Stock — Int/Div

Ford Motor Co. Common Stock — Int/Div

Microsoft Corp, Common Stock — Int/Div — Buy (add'l)

U.S. Steel Common Stock — Int/Div

Bank of America Preferred Stock — Int/Div — Redeemed

Principal Inv. Pref. Sec. Mut. Fund — Int/Div

Brker Acct #14--For HKW IRA Man Acct (See Part VID

Alger Small Cap Growth Inst. (X) — None — Buy (add'l)

Artisan Midcap Value Inv. (X) — Int/Div — Buy (add'l)

Blackrock Equity Dividend 1 (X) — Int/Div — Buy (add'l)

Columbia Select Large Cap Growth (X) — None — Buy (add'l)

Oppenheimer Int’ Growth (X) — Int/Div — Buy (add'l)

Prudential Jenmson MD Cap. (X) — None — Buy (add'l)

Royce Premier Inv. (X) — Int/Div — a

Wells Fargo Emerg. Mkts. (X) — Int/Div — Sold (part)

Broker Account #15 --HKW IRA Managed Account

MS Liquid Asset Fund — Interest

Alger Small Cap Growth Inst — None — Buy (add'l)

Artisan Midcap Value Inv. — Int/Div — Buy (add'l)

Blackrock Equity Dividend — Int/Div — Buy (add'l)

Columbia Select Large Cap Growth — None — Buy (add'l)

Oppenheimer Int'l Growth — Int/Div — Buy (add'l)

Prudential Jennison MD Cap — None — Buy (add'l)

Rovee Premier Inv — Int/Div — Buy (add'l)

Virtus Insight Emerg. Mkts — Int/Div — Buy (add'l)

Wells Fargo Emerg. Mkts — Int/Div — Buy (add'l)

Broker Account £16 «« TCW Trust

CVS Caremark Common Stock — Int/Div

Celgene Common Stock — None

EMC Corp. Mass. Common Stock — Int/Div — Buy (add'l)

Energy Transfer Equity LP — Int/Div

Enterprise Products Partners LP — Int/Div

General Electric Common Stock — Int/Div

Merck Common Stock — Int/Div

Murphy Oil Common Stock — None

Vale Common Stock — Int/Div — Sold

Vodofone GP Common Stock — Int/Div — Buy (add'l)

Williams Cos. Common Stock — Int/Div — Buy (add'l)

WPX Energy Common Stock — None

Nuveen NFM MTP Preferred — Int/Div

Nuveen MD Dividend Mum Fund — Int/Div

Hartford Floating Rate Fund — Int/Div

Legg Mason WA SHT Muni Fund — Int/Div

Legg Mason Western Asset Muni Fund — Int/Div

Broker Account #17--Small Cap Man. Trust

MS Liquid Asset Fund — Interest

Alger Small Cap Growth Inst — None — Buy (add'l)

American Century Int. TRM TX FR BD Inv, — Int/Div — Sold (part)

American Century Intl. Bond Inv — Int/Div — Sold (part)

Artisan Midcap Value Inv — Int/Div — Buy (add'l)

Baron Small Cap Retail — None — Buy (add'l)

Columbia Marsico Growth Z — None

Columbia Marsico Intl Opp. Z — None

Davis New York Venture Y — Int/Div

Amencan Europacific Growth Fi — Int/Div

Goldman Sachs Growth Opp. — None — Buy (add'l)

American Growth Fund of America FI — Int/Div

JP Morgan Emerging Markets Sel — Int/Div — Buy (add'l)

Lazard Emerging Markets — Int/Div — Buy (add'l)

Legg Mason WA Interim Muni Inst — Int/Div — Buy (add'l)

Mainstay ICAP Select Equity 1 — Int/Div

PIMCO Emerging Local BD P — Int/Div — Sold (part)

T Rowe Price High Yield — Int/Div

T Rowe Price Mid-Cap Growth — None — Buy (add'l)

Royce Micro-cap Inv — Int/Div — Buy (add'l)

Royce Total Return Inv — Int/Div — Buy (add'l)

Templeton Global Bond Fd Adv — Int/Div — Sold (part)

CRM Midcap Value Inst] — Int/Div — Buy (add'l)

Wells Fargo High Income Inv — Int/Div

Broker Account #18 -« HKW/TCW Annuities

Tactical Diversified Futures Fund LP — None

Sun Life of Canada Annuity — None

Nationwide Life & Annuity — None

Skybridge Multi-Advisor Hedge Fund — None

Broker Account £19 «- US Bank EL Trust

First American Prime Obligation Fund — None — Buy (add'l)

IShares Iboxx H Y Corp Bond — Int/Div

Agilent Technologies Common Stock — Int/Div — Sold

Allergan Inc. Common Stock — Int/Div

Anadarko Petroleum Common Stock — Int/Div

Apple Inc. Common Stock — None — Sold (part)

AT&T Inc. Common Stock — Int/Div

Bristol Myers Squibb Co. Common Stock — Int/Div — Sold

Cameron Intl. Corp. Common Stock — None — Sold

Caterpillar Common Stock — Int/Div

CBS Corp. Class B Non-Voting — Int/Div — Buy

Cincmnati Financial, Corp. Common Stock — Int/Div — Sold (part)

Citigroup Common Stock — Int/Div — Buy

CME Group Common Stock — Int/Div

Covidien Common Stock — Int/Div — Buy

Cummins Common Stock — Int/Div

CVS Caremark Common Stock — Int/Div

Discovery Communications Inc. CL A Common Stock — None

Dover Corp. Common Stock — Int/Div — Buy

EMC Corp. Common Stock — None

Ecolab Inc. Common Stock — Int/Div

Emerson Electric Co. Common Stock — Int/Div — Sold (part)

Exxon Mobile Corp. Common Stock — Int/Div — Sold (part)

Google Inc. Common Stock — None

Humana Common Stock — Int/Div — Sold

IBM Common Stock — Int/Div — Sold

Intel Corp. Common Stock — Int/Div — Sold

Int'l Paper Co. Common Stock — Int/Div — Buy

JP Morgan Chase Co. Common Stock — Int/Div

Johnson & Johnson Common Stock — Int/Div

Kraft Foods Common Stock — Int/Div

Lincoln Nat'l Corp. Common Stock — Int/Div — Buy

Lowe's Common Stock — Int/Div — Buy

Marathon Oil Common Stock — Int/Div

Mastercard Inc. Common Stock — Int/Div

McDonald's Corp. Common Stock — Int/Div — Sold (part)

McKesson Corp. Common Stock — Int/Div

Medco Health Solutions Inc. Common Stock — None

Merck Common Stock — Int/Div

Medtronic Common Stock — Int/Div — Buy

Mohawk Indus. Common Stock — Int/Div — Buy

Nextera Energy Inc. Common Stock — Int/Div

Nordstrom Ine. Common Stock — Int/Div — Sold

Philip Morris Intl. Common Stock — Int/Div

Pioneer Natural Resources Common Stock — Int/Div

PNC Fin. Servs. Group Common Stock — Int/Div — Sold

Polans Ind. Inc. Common Stock — Int/Div

Praxair Inc. Common Stock (X) — Int/Div

Priceline Com. Inc. Common Stock — None

Procter & Gamble Inc. Common Stock — Int/Div

Prudential Financial Inc. Common Stock — Int/Div

Qualcomm Inc. Common Stock — Int/Div

Teradata Corp. Del Common Stock — None

Thermo Fisher Scientific Inc. Common Stock — None — Sold (part)

United Health Group, Inc. Common Stock — Int/Div

Visa Inc. CL A Common Stock — Int/Div

Williams Cos. Common Stock — Int/Div — Sold

Windstream Corp. Common Stock — Int/Div

Symantec Common Stock — Int/Div — Buy

IM Co. Common Stock — Int/Div

3M Co. Common Stock — Int/Div

Zoetis Common Stock — Int/Div — Buy

Accenture PLC Cl A Common Stock — Int/Div

Ace Lud. Common Stock — Int/Div — Sold (part)

Schlumberger Ltd. Common Stock — Int/Div — Sold (part)

SPDR DJ Wilshire Int'l Common Stock — Int/Div — Buy

Aberdeen FDS Emerging — Int/Div — Buy

Goldman Sachs M C Value Cl Inst — Int/Div

Highland Long Short Equity Z — Int/Div

1Path Dow Jones UBS Commodity — None — Sold (part)

IShares MSC Emerging Markets ETF — Int/Div — Sold (part)

Loomis Sayles ABS Strat Y — Int/Div — Buy

Oppenheimer SR Floating Rate Bond Fund — Int/Div

Scout Int'l Fund — Int/Div — Buy (add'l)

TCW Emerging Market Income Fund — Int/Div

T Rowe Price Mid-cap Growth Fd #64 — None

TT. Rowe Price Group Common Stock — Int/Div — Buy (add'l)

TT. Rowe Price Int'l Bond Fund — Int/Div — Buy (add'l)

SPDR Dow Jones Intl. — Int/Div

TFS Market Neutral Fund — None

Nuveen Real Estate Security Class — Int/Div — Buy (add'l)

Agreement — 2006 — DLA Piper Retirement Trust Plan with former law firm, no control

Spouse's income — 2013 — Montgomery County Public Schools, Payment

» ARLIE BLA NLERA

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FAN AIRS MAAR BALLER RES L Che (HARE gui] Ty tpn

Section VIL, line 3, Potomac Cliffs at Watson House Real Estate Partnership, purchased on 4/20/1987 at cost of $26,150 (1/2-share).

May 10, 2013 Report, Section VII, Broker Account #14, lines 369-377, | inadvertently failed to report for 2012 that all of the assets in the account were sold on

8/14/12, and reinvested in other assets. The new assets were acquired on 8/24/12, and are listed in the current report for Broker Account #14, lines 273-281.

Each of these assets is marked with an (X). The name of the account on line 273 has been modified to accurately reflect the content. Reportable activity for this

account is included for 2013.