David T. Thuma

Vanguard 500 Index Fund Admiral Shares — Int/Div

Vanguard Admiral Treasury Money Market Fund — Int/Div

Vanguard Balanced Index Fund Admiral Shares — Int/Div

Vanguard Tax-Exempt Money Market Fund — Int/Div

Vanguard 500 Index Fund Admiral Shares — Int/Div — Buy

Vanguard Prime Money Market Fund — Int/Div

Vanguard Balanced Fund Admiral Shares — Int/Div

Vanguard Energy Fund Investor Shares — Int/Div

Vanguard Prime Money Market Fund — Int/Div

Vanguard Tax-Managed Balanced Fund Admiral Shares — Int/Div

Vanguard Precious Metals and Mining Fund — Int

Vanguard Target Retirement 2025 Fund — Int/Div

Vanguard Total Stock Market Index Fund Inv. Shares — Int/Div

Vanguard Admiral Treasure Money Market Fund — Int./y

Vanguard Balanced Index Fund Admiral Shares — Ine

Fidelity Select Materials Mutual Fund — Int/Div

Vanguard Short Term Bond Fund — Int/Div

Vanguard Precious Metals Fund — Int/Div

Vanguard Total Stock Market ETF — Int/Div — Buy

Vanguard Prime Money Market Fund — Int/Div

Vanguard Target Retirement 2030 Fund Investgor Shares — Int/Div

1 Ameritrade Money Market Portfolio Class A — Int/Div

Vanguard Inflation-Protected Securities — Int/Div

TD Ameritrade FDIC Insured Money Market Account — Int/Div

Oppenheimer NM Education Plan (529) Conservative Portfolio — Int/Div

Oppenheimer Educ. Plan (529) Ultra Conservative Portfolio — Int/Div

PBSWP, LLC — Rent

Wells Fargo Checking Account — Int/Div

Wells Fargo Savings Account — Int/Div

1D Ameritrade FDIC Insured Money Market Account — Int/Div

Exxon common stock — Int/Div

Vanguard Inflation-Protected Securities Fund — Int — Sold

Vanguard Inflation-Protected Securities Fund Admiral Shares — Int/Div — Sold

Member and manager, PBSWP, LLC, a New Mexico limited hability company (family LLC)

Agreement — 6/1995 — Jacobvitz, Thuma & Matthews 401k profit-sharing plan with former law firm, no control

Reimbursement — NCBJ annual conference — 1029-1102 — Atlanta, GA — Attend NCBJ annual conference — Four might's hotel; transportation; tood

Reimbursement — NCBI) mid-year meeting — HO7-0409 — Phoenix, AZ — Attend NCBJ mid-yeur meeting — two mght's hotel; transportation; food

PBSWP, LLC is a family owned LLC created to hold 54 acres of farm land in Hendricks County, Indiana. The land was purchased in May, 2012 from the Evelyn

Thomas Revocable Trust. The purchase price was $383,000. PBSWP rents the lund to a unrelated tenant farmer (Searcy Farms, LLC). The income reported is

net of expenses, In 2013 PBSWP also acquired 78 acres of wooded and hay land in Parke County, Indiana for $402,000,