William S Shulman

Regions Bank account — Interest

Regions Bank(IRA) cash equivalent — Interest

Regions Bank(IRA) cash equivalent — Interest

Memill Lynch money market account — Interest

AllState Corp. common — Int/Div

Hancock Bank account (name change) — Interest

Washington Mutual Investors Fund A — Int/Div — Sold

Ares Capital Corp. common — Int/Div

NY Life Whole Life — Int/Div

BBVA Compass Bank account {name change) — Interest

Schwab Gov't Money Fund SWGXX — Interest

American FD EuroPacific Growth Fund Class AFGFX — Int/Div

American FD Growth Fund of America CL GFAFX — Int/Div

Royce Pennsyl. Mutual FD PENNX Investment Class — Int/Div

Scwab S&P S00 Index Fund SWPPX — Int/Div — Sold (part)

Vanguard MID CAP Index Signal VMISX — Int/Div

Vanguard Windsor Il FD Admiral Share VWNAX — Int/Div

Vanguard Interim Term Tax Exempt FD Admiral Share VWIUX — Int/Div — Sold (part)

Vanguard LTD Term Tax Exempt Admiral Share VMLUX — Int/Div

Managed Asset Account #1

Shwab Govt Money Fund SWGXX — Interest

Alabama Drinking Bonds — Interest

Alabama Judicial Bond — Interest — Matured

Alabama ST Pub HE Bond — Interest

ALA ST Pub SC Bond — Interest

ALA WTR POLLLTI Bond — Interest

Alabaster ALA SWR Bond — Interest

Autauga ONTY ALA Bond — Interest — Matured

Baldwin ONTY ALA Bond — Interest

Birmingham ALA Bond — Interest

Etowah CNTY ALA Bond — Interest

Huntsville ALA Bond — Interest

Jefferson ONTY ALA Bond — Interest — Redeemed

Lowndes ONTY ALA Bond — Interest

Mobile ALA WTR & SW Bond — Interest — Redeemed

Montgomery ALA WTR & SW Bond — Interest — Redeemed

Orange Beach ALA Bond — Interest

Talladega CNTY ALA Bond — Interest — Redeemed

University ALA AT Bond — Interest

Vanguard Interim Term Tax VWIUX — Int/Div

Vanguard LTD Term Tax VMLUX — Int/Div

American FD EuroPacific AEGFX — Int/Div

American FD Growth FD of Amer. CL GFAFX — Int/Div

Neuberger Berman Genisis NBGNX — Int/Div

Rovce PA Mutual Fund PENNX — Int/Div

Vanguard Equity Income VEIRX — Int/Div

Vanguard Intl Value Fund VTRIX — Int/Div

Vanguard Midcap Index Signal VMISX — Int/Div

Vanguard 500 Index FD Signal VIFSX — Int/Div

IRA Z1(X) — Int/Div

Vanguard Total STK MKT Index VTSSX — Buy

Vanguard FXD Inc Secs STRM VFSUX — Buy

Vanguard INTERMED Term Bond VIBSX — Buy

Vanguard Charlotte FDS VTABX — Buy

Schwab Govt SEC Money MKT SWGXX — Buy

Board of Directors, Jewish Family Services of Mobile, Inc

Liability — Express Loan Servicing — Student Loans

Liability — Financial Servicing — Student Loans

Reimbursement — Ala. Bar Institute for CLE — Nov. 15.2013 — Birmingham, AL — Semmar — Food, travel, lodging

Reimbursement — Bankruptcy & Commercial : Sec. of Ala. Bar — June 20-22. 2013 — Destin, FL — Semmar — Food, travel, lodging

Spouse's income — 2013 — Volunteers of Amenca

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Section VII, L. 7. This represents a sale for purposes of a Rollover IRA which is noted on L. 50 as "IRA #1",

IRA #1 is shown as an aggregate ownership arrangement,

2. Section VII, L. 50, us noted above, is a header, and the assets are all listed in Lines 51-55.