Robert Allan Edgar

FSG Bank-Chattanooga, TN, TRUSTEE SELF-DIRECTED IRA:

Vanguard Windsor Il Fund — Int/Div

Harbor International Fund — Int/Div

T Row Price New Era Fund — Int/Div — Sold (part)

Harbor Capital App. Fund — Int/Div

Vanguard Mid-Cap Index Fund — Int/Div

CGM Realty Fund — Int/Div

1 Shares MSC Pacific Ex Japan Fund — None — Sold

Fidelity Contrafund — Int/Div

Fidelity Fifty Fund — Int/Div

Macquarrie Infrastructure Co. Trust — Int/Div

IBM Corp. 7.62% Bond — Interest

Federated Prime Oblig Money Fund — Interest

FedEx Corp. 8% Bond — Interest

Roche Holding 7% Bond — Interest

Conoco Phillips 5.75% Bond — Interest

U.S. Treasury 3.375% note — Interest

Ouakmark Equity Inc. Fund — Int/Div

U.S. Treasury 3.125% Note — Interest

U.S. Treasury 4.375% Note — Interest

Alerian MLP Fund — Int/Div

Pimco Unconstrained Bond Fund — Interest

Canadian Govt 2.75% Bond — Interest

Henderson European Focus Fd — Int/Div — Buy

IRA No.2

Fidelity Cash Reserves Fund — Interest

Fidelity Contrafund — Int/Div

Spartan Total Market Index Fund — Int/Div

Fidelity Div. Int'l Fund — Int/Div

Fidelity Balanced Fund — Int/Div

Fidelity Short Term Bond Fund — Int/Div

Fidelity Strategic Inc. Fd — Int/Div

Fidelity Dividend Growth Fd — Int/Div

Fidelity Strategic Dividend and Income — Int/Div

TIAA-CREF Retirement Fund — Int/Div — Sold

Ameriprise Insured Money Mkt. Fd — Interest — Buy

Shares 7-10 yr Treas. Bond ETF — Int/Div — Buy

Shares Cohen & Steers reit ETF — Int/Div — Buy

Shares S & P Small Cap ETF — Int/Div — Buy

Shares Select Dividend ETF — Int/Div — Buy

Shares Boxx Yield Corp Bd ETF — Int/Div — Buy

SPDR S & P Midcap 400 ETF — Int/Div — Buy

Wisdomtree Emerging Markets Equity Inc FTF — Int/Div — Buy

Public Storage Preferred Stk Fd — Int/Div — Buy

TRUST #1

Fidelity Municipal Money Market Fund — Int/Div

Boise Cascade 7.35% bond — Interest

US Treasury 8.125% bond — Interest

WalMart 7.55% bond — Interest

Spartan Total market Index Fund — Int/Div

Fidelity Div Int'l Fund — Int/Div

Fidelity 500 Index Fund — Int/Div

Fidelity Mega Cap Fd — Int/Div

Shares- Russell 2000 Index Fd — Int/Div

Fidelity High Income Fd — Int/Div

Fidelity Strategic Dividend & Income Fund — Interest

Sallie Mae BK Salt Lake . 75% CD — None

TRLST 22

Vanguard Total Stock Market Index Fund — Int/Div

Vanguard Prime Money Market Fund — Int/Div

Vanguard Short Term Bond Index Fund — Sold

T Row Price New Era Fund — Int/Div

Vanguard Mid-Cap Index Fd — Int/Div

Vanguard Dividend Growth Fd — Int/Div

John Hancock Umiversal Life Insurance — Interest

SunTrust Bank-Accounts — Interest

Peninsula Bank-Account (X) — Interest

Brokerage Account

Nuveen Municipal Value ETF — Int/Div

Shares DJ Select Div Index ETF — Int/Div — Buy (add'l)

Shares Russell 1000 Growth Index ETF — Int/Div

I Shares S & P Small Cap ETF — Int/Div

I Shares Boxx High Yield Bond ETF — Int/Div

SharesMSCI EAFE Growth Index ETF — Int/Div

I Shares S & P Short Term Municipal Bond ETF — Int/Div

Shares Cohen & Steers Realty Reit ETF — Int/Div

SPDR S & P Midcap 400 ETF — Int/Div

SPDR Barclays Intemational Treasury Bond FTF — Int/Div

Vanguard Large Cap ETF — Int/Div

Wisdomtree Emerging Market ETF — Int/Div

Shares 7-10 Year Treasury Bond ETF — Int/Div

Shares Natl. Amt Free Mum Bond ETF — Int/Div

Powershares Senior Loan Portfolio ETF — Int/Div

SPDRS&PSODETF — None

Co-Trustee, TRUST #1

Director, LG. Kaufman Foundation

Income — 2014 — Tennessee Consolidated Retirement System — $4,145.30

Spouse's income — sile of small amount of handknit goods

Parts and VII —

The listed trusts are JI trusts for the benefit of

1am Co-Trustee of TRUST #1, and Trustee of TRUST £2.