George R. Hodges

Merck — Int/Div

Lowes Cos. — Int/Div

IRA - Royce Op. Sve — None — Sold — Lvach

Sonoco Products — Int/Div

Morgan Stanley mt. bearmg demand accts — Int — Lynch

Memill Lynch int. bearing demand acct — Interest — Open — Stanley

IRA - MSDW Liquid Asset Fund — None — Closed — Lynch

IRA - Baxter Int'l — Int/Div — Sold — Lyanch

IRA - Apple Inc — None — Sold — Lynch

IRA - IShares IBOXX — Int/Div — Sold — Lynch

IRA - Danaher Corp. — Int/Div — Sold — Lynch

IRA - General Electric — Int/Div — Sold — Lyach

IRA - Ishares MSCI Emerging Mkt — Int/Div — Sold — Lynch

IRA - Chevron — Int/Div — Sold — Lynch

IRA - Textrom Inc — Int/Div — Sold — Lynch

IRA - Buffalo Small Cap Fund — None — Sold — Lynch

IRA - Cohen + Steers Gbl Inf. A — Int/Div — Sold — Lynch

IRA - Goldman Sachs Sm Cap Val A — Distribution — Sold — Lynch

IRA - Ivy Small Cap GRW A — None — Sold — Lynch

IRA - Nuveen Trade Val. Op. A — Int/Div — Sold — Lynch

Merck Co — Int/Div

IRA - Cemer Comp. — None — Sold — Lynch

IRA - Thermo Fischer Sci Inc — Int/Div — Sold — Lynch

Bristol Myers Squibb — Int/Div

Oracle Corp. — Int/Div

Lincoln Nat'l. Corp. — Int/Div

Altria Group — Int/Div

Kraft Foods — Int/Div — Sold — Lynch

Coca Cola Co. — Int/Div

IRA «= Alexion Pharm — None — Sold — Lynch

IRA -- HCA Holdings — None — Sold — Lynch

IRA -- Carefusion Comp. — None — Sold — Lynch

IRA -- Borg Warner — Int/Div — Sold — Lyanch

IRA -- Gilead Science — None — Sold — Lynch

IRA -- Biogen IDEC Inc — None — Sold — Lynch

IRA «- Franklin Inc. Adv — Interest — Sold — Lynch

IRA -- Prudential Sht Dur Hi Yid — Interest — Sold — Lynch

IRA = JPMorgan Chase — Int/Div — Sold — Lynch

IRA -- Power Shares Wat Res — Int/Div — Sold — Lynch

IRA - Williams Co — Int/Div — Sold — Lynch

IRA -- Actavis, PLC {formerly Watson Pharm) — Int/Div — Sold — Lynch

IRA -- Google Inc. CLA — None — Sold — Lynch

IRA «Wm Blair Intl Gwth — Int/Div — Sold — Lynch

IRA «= Nucor Corp — Int/Div — Sold — Lynch

IRA «= Prudential Gbl RE — Int/Div — Sold — Lynch

Mondelez Intl — Int/Div — Sold — Lynch

IRA -- MS Emergin M KT Debt — Interest — Sold — Lynch

Coca Cola Bot. Consol. — Int/Div — Sold — Lynch

Microsoft — Int/Div

Intel — Int/Div — Sold — Lyach

Spectra Energy — Int/Div — Sold — Lynch

Duke Energy Holding Co. — Int/Div

General Electric Co — Int/Div — Buy (add'l) — Lynch

Phoenix Cos. — Int/Div — Sold — Evans

Philip Moris Int’). Inc — Int/Div

ML CMA demand deposit — Interest

N Carolina Estn MPA Sys — Interest

CSX Corp. — Int/Div — Buy — Lynch

IBM Corp. — Int/Div — Buy — Lynch

Nash Hlth Cre Sys NCHCF — Interest

Berkshire Hathaway CLB — None

N. Car. MCC. Healthcare — Interest

Johnson + Johnson — Int/Div

Amencan Balanced Fund — Interest

Amencan Fundamental — Interest

First Eagle Overseas FD — None

First Eagle Global FD — None

JPMorgan Inc. Bldr. FD — Interest

IRA - Cash™oney Mkt — Interest

IRA - American Capital Wid Fund — Interest

IRA - American Cap Inc. Bldr — Interest

IRA - American Growth Fund — Interest

529 College Amer. Fund — Int/Div

N. Car. MCC HCF — Interest — Buy — Lynch

American AMCAP 529A — Int/Div

Amencan BDFD S29A — Int/Div

Amencan CAP WRLD G&I 529A — Int/Div

Cisco Sys — Int/Div — Buy (add'l) — Lynch

Emerson Elec — Int/Div

Nucor Corp. — Int/Div

American EUROPACIFIC S29A — Int/Div

American GR FD of Amer S29A — Int/Div

Amer. SMALLCAP World 529A — Int/Div

Amer. WA Mutual 529A — Int/Div

IRA -- 3.D Systems — None — Sold — Lynch

IRA -- Lockheed Martin — Int/Div — Sold — Lynch

IRA -- Lvondelibasell — Int/Div — Sold — Lynch

IRA -- Sigma Aldrich — Int/Div — Sold — Lynch

IRA -- Stratasys Ltd. — None — Sold — Lynch

IRA -- Terex — Int/Div — Sold — Lynch

IRA «Tyco Int'l — Int/Div — Sold — Lynch

IRA «= United Technologies — Int/Div — Sold — Lynch

IRA -- Shroder Emerg. Mkt — Int/Div — Sold — Lynch

Barrick Gold Corp. — Int/Div — Sold — Lynch

IRA -- BOA RASP — Interest — Buy — Lynch

IRA - Vomado Real. Tr — Int/Div — Buy — Lynch

IRA «= Albemarle Corp — Int/Div — Buy — Lynch

IRA -- Altria Group — Int/Div — Buy — Lynch

IRA -- Blackrock. Inc — Int/Div — Buy — Lyach

IRA -- Bristol My. Sq. — Int/Div — Buy — Lynch

IRA -- Carnival Corp. Pr — Int/Div — Buy — Lynch

IRA «= Chevron Corp. — Int/Div — Buy — Lynch

IRA «= Cinn. Fin. Crp. — Int/Div — Buy — Lyach

IRA -- Cisco Sys. Inc — Int/Div — Buy — Lynch

IRA «= Coca Cola Com — Int/Div — Buy — Lynch

IRA -- Conoco Phillips — Int/Div — Buy — Lynch

IRA «= Coming Inc — Int/Div — Buy — Lynch

IRA «= Corr. Corp. Am. — Int/Div — Buy — Lynch

IRA «= Dominion Res. — Int/Div — Buy — Lynch

IRA -- Duke Energy — Int/Div — Buy — Lynch

IRA - Eli Lilly — Int/Div — Buy — Lynch

IRA -- Fed. Investors B — Int/Div — Buy — Lynch

IRA -- Gen. Dynamics — Int/Div — Buy — Lynch

IRA -- Hasbro Inc — Int/Div — Buy — Lynch

IRA «= Intel Corp. — Int/Div — Buy — Lynch

IRA - IBM Corp. — Int/Div — Buy — Lynch

IRA -- Kinder Morgan — Int/Div — Buy — Lynch

IRA -- Lorillard Inc — Int/Div — Buy — Lynch

IRA -- Lowes Cos. — Int/Div — Buy — Lynch

IRA -- Lowes Cos. — Sold (part) — Lynch

IRA «= Microsoft — Int/Div — Buy — Lynch

IRA «= Newmarket Corp. — Int/Div — Buy — Lynch

IRA «= Paychex Inc — Int/Div — Buy — Lynch

IRA - Pfizer Inc — Int/Div — Buy — Lynch

IRA - Pfizer Inc — Sold (part) — Lynch

IRA - Reynolds Am — Int/Div — Buy — Lynch

IRA -- Mosaic Co. — Int/Div — Buy — Lynch

IRA «= Verizon Commun — Int/Div — Buy — Lynch

IRA -- Wells Fargo & Co. — Int/Div — Buy — Lynch

IRA « Windstream Hold — Int/Div — Buy — Lynch

IRA -- Del. Value Fd — Int/Div — Buy — Lynch

IRA -- Eaton Vance ATL — Int/Div — Buy — Lynch

IRA - IShares Russell — Int/Div — Buy — Lynch

IRA - Loomis Sayles Bed. Fd — Int/Div — Buy — Lyach

IRA «= MFS Int'l Value — Int/Div — Buy — Lynch

IRA -- Johnson & Johnson — Int/Div — Buy — Lynch

IRA -- Johnson & Johnson — Sold — Lynch

SXSE Stepup 4/15 — None

SXSE Stepup 10/16 — None

IRA - BB&T vanable rate time mvestment — Int/Div

BB&T demand deposit — Interest

Morgan Stanley - Liquid Assets Acct — Interest — Closed — Lynch

Memill Lynch CMA — Interest — Open — Lynch

Coca Cola Co. — Int/Div

Spectra Energy — Int/Div

Duke Energy Corp — Int/Div — Buy (add'l) — Stanley

Exxon/Mobil Corp — Int/Div — Sold (part)

General Electric Co — Int/Div

International Paper Co — Int/Div

Harris Teeter Suprmkt — None — Sold — Co.

Sonoco Products — Int/Div

Schlumberger, Ltd — Int/Div

Triangle Properties Assoc., LL — Distribution

JM. Wallace Land Co., LLC — Iistnbution

SXSE Stepup 8/17 — None — Buy — Lynch

East Mecklenburg Co — Distribution

The Mason Wallace Co.. LLC — Distribution

Indian Land, SC Investment Real Estate — None

Microsoft — Int/Div

McDonalds Corp — Int/Div

Verizon Comm. — Int/Div

AT&T — Int/Div

Phillips 66 — Int/Div

Phzer — Int/Div — Buy (add'l) — Stanley

Chevron Comp. — Int/Div

Express Scripts Hldg (formerly Medco) — None

Conoco Phillips — Int/Div

Tradewinds Global Inv. Fund — Int/Div — Sold — Lynch

MS Emerging Mkts. Debt — Int/Div — Sold — Lyonch

Baxter Int'l — Int/Div — Buy (add'l) — Stanley

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

Dommion Res. — Int/Div

Veritiv Corp. — None — Sold — Paper

SXSE Stepup — None — Buy — Lynch

Emerson Electric — Int/Div — Buy — Lynch

Emerson Electric — Int/Div — Buy — Lynch

Nucor Corp. — Int/Div — Buy — Lynch

Lockheed Martin — Int/Div — Buy (add'l) — Stanley

Nuveen Hi YLD Muni Bond € — Interest — Sold — Lynch

Pepsico — Int/Div — Buy (add'l) — Stanley

Hatteras Alpha Hded. FD — None — Sold — Lynch

MFS Muni High Inc. FD — Int/Div — Sold — Lynch

INTER VIVOS TRUST Did 11-22-89 — None

John Hancock Life Insurance Policy — None

BB&T Demand Deposit Account — Interest

Prudential Financial — Int/Div

NY Life Fixed Annuity — Interest

AmEuro Pacific FD — Int/Div — Buy — Lynch

Artisan Int'l FD — Int/Div — Buy — Lynch

Fst. Eagle Global FD — Int/Div — Buy — Lynch

Mainstay Epoch Gbl. FD — Int/Div — Buy — Lyanch

Schroder Abs. Rtn FD — Int/Div — Buy — Lynch

Wells Fargo Adv. Abs FD — Int/Div — Buy — Lynch

Allianzgi NF) Int. Val FD — Int/Div — Buy — Lynch

Allianzgi NF) Int. Val FD — Sold — Lynch

Liability — Nanonwide Ins, Co — Triangle Properties Assoc, LLC secured by shopping center in Hickory, NC

Liability — Natwonwide Ins. Co — Note by JM Wallace Land Co. secured by shopping center i Iredell County, NC

I. POSITIONS

Trustee Inter Vivos life insuarnce trust dated 11-22-89,

VIL INVESTMENTS and TRUSTS

Conflicts: 1 do not handle any disputes involving any company in which stock is owned (individually and as Trustee). Also, | do not handle any disputes

involving closely held businesses or anything related thereto, Those matters are assigned to the other bankruptcy judges in the Western District of North Carolina,

1 no longer have & conflict on matters involving Bank of America, since my [Jl retirement from it, The Committee on Codes of Conduct has determined

that that is not a conflict for my hearing disputes involving BB&T on account of « SS involvement on 4 "local board” of the bank.

Note: Income is received from several closely held family corporations including East Mecklenburg Corp. ("S” corporation), The Mason Wallace Co., LLC, JM.

Wallace Land Co, LLC, and Triangle Properties Associates, LLC, and real property owned in common. This is in the nature of investment income and is reported

in PART VII. The corporations buy, sell and own real estate, but the stockholders do not control any of those decisions or assets individually.

1 own two cows that produce calves that | sell. The cows have a value of 1,000. During 2014, | sold two calves at the Upstate Livestock Market for a total of

$2,023.