Andrew David Hurwitz

US. Bank (Checking/Savings) — Interest

Real Estate Limited Partnership (Avondale Acres) Avondale AZ — Distribution

H) Trust #1 ComProp by — Int/Div

MORGAN STANLEY BANK NA. (X)

CASTON/MONTAG&CALDWELL GRW I — Sold

BLSCKROCK MUNIYLD ARIZ FD INC — Buy

CENTER COAST MLP FOCUS — Buy

DELAWARE DIVERSIFIED INC A — Sold

DIGITAL REALTY TRUST INC — Buy

DOUBLELINE TOTAL RETURN — Buy

DOUBLELINE TOTAL RETURN — Buy (add'l)

DWS RREEF GLB INFRASTRC S(X) — Sold

EATON VANCE TX ADV BD INTRM xX) — Sold

FEDERATED STRAT VAL DIV INST (X) — Sold

FEDERATED STRAT VAL DIV INST (X) — Buy

FRANKLIN HIYIELD TX FR ADV — Sold (part)

GUGGENHEIM DEFENSIVE EQUITY ET(X) — Sold

GUGGENHEIM DEFENSIVE EQUITY ET(X) — Buy

GUGGENHEIM MID-CAP CORE ETF — Buy

GUGGENHEIM OCEAN TOMO GROWTH FINAL LIQUIDATION (X) — Redeemed

GUGGENHEIM S&P S00 PURE GRW — Buy

ANVESCO SMALL COMPANIES Y (X) — Sold

SHARES FTSE NAREIT RESIDENT (X)

ISHARE SILVER TRUST — Sold

ISHARES IBOXX INVEST GR COR FD — Buy

ISHARES IBOXX INVEST GR COR FD — Sold

AVA INTERNATIONAL A — Sold

JP MORGAN HIBRG DYN COMM STRT xX) — Sold

LOOMIS SAYLES STRATEGIC INC — Sold

LOOMIS SAYLES STRATEGIC INC — Buy

MAINSTAY HIGH YIELD OPPORT A — Sold (part)

MAINSTAY HIGH YIELD OPPORT A — Sold

METROPOLITAN WEST TOT RET BD — Sold (part)

METROPOLITAN WEST TOT RET BD — Buy (add'l)

METROPOLITAN WEST TOT RET BD — Sold (part)

MKT VECTORS MTGE REIT INC ETF — Buy

PIMCO EMERGING MKTS BD P — Sold

PIMCO TOTAL RETURN FUND A

PRUDENTIAL JENNISON NAT RES Z — Sold

PRUDENTIAL TOTAL RETURN BD 2 (xX) — Sold (part)

ROYCE PREMIER SERVICE (X) — Sold

SPDR BARCLAYS CAPITAL HIGH YIE — Buy

SPDR GOLD TR GOLD SHS — Sold

SPDR GOLD TR GOLD SHS — Buy

SPDR GOLD TR GOLD SHS — Buy (add'l)

TCW EMERG MKTS INCOME — Buy

TEMPLETON GLOBAL BD FD ADV — Sold (part)

TEMPLETON GLOBAL BD FD ADV — Sold

UBS E-TRACS ALERIAN MLP INFRASTRUCTURE ETN (X) — Sold

VIRTUS INSIGHT EMERG MKTS 1(X) — Sold

VIRTUS INSIGHT EMERG MKTS 1(X) — Buy

WESTERN ASSET MANAGED MUNI xX) — Sold (part)

ALLIANZ NFJ SMALL CAP VALUE P {Y)

BLACKROCK GLOBAL ALLOCATION AY)

FIRST TRUST ISE GBL COPPER FD (Y)

HARTFORD FLOATING RATE L(Y)

HARTFORD GLB REAL ASSET 1LY)

IVY ASSET STRATEGY ALY)

LOOMIS SAYLES BOND RETAIL (Y)

MARKET VECTORS AGRIBUS ETF (Y)

OPPENHEIMER DEVELOPING MKTS A Ww)

PARNASSUS EQUITY INC (Y)

PIMCO UNCONSTRAINED BOND PLY)

POWERSHARES DB AGRICULTURE FDiY)

ROYCE 100 FUND SERV (Y)

T ROWE PRICE EQI-INC ADV FUND wy)

THIRD AVE FOCUSED CREDIT INV (Y)

THIRD AVE REAL ESTATE VAL INST Yr

THORNBURG INTL VALUE I (Y)

WISDOMTREE TR EMG MKTS SMCAP Y)

H) TRUST #2 A S&S 151 Opened " — Int/Div

MORGAN STANLEY BANK NA. (X)

Aston/Montag& Caldwell Grw 1 (X) — Sold

BlackRock Muni Yield Arizona Income Fund (MZA) — Buy

Center Coast MLP Focus Mutual Fund (CCONX) — Buy

Delaware Diversified Inc A (DPDFX) (X) — Sold

Doubleline Total Return Fund (DBLTX) — Buy

Doubleline Total Return Fund (DBLTX) — Buy (add'l)

DWS Rreef GIb Infrastre S (TOLSX) (X) — Sold

Eaton Vance Tx Adv Bd Intrm (ETHX) (X) — Sold

Federated Strategic Value Divident (SVAIX) — Buy

Franklin Hi Yield Tx Fr Adv FHYVX (X) — Sold

Guggenheim Defensive Equity ETF (DEF) (xX) — Sold

Guggenheim Defensive Equity ETF (DEF) (xX) — Buy

Guggenheim Mid-Cap Core ETF (CZA) — Buy

Guggenheim Ocean Tomo Growth (X) — Redeemed

Guggenheim S&PS00 Pure Growth (RPG) — Buy

lnvesco Small Companies Y (ATIYX) (X) — Sold

JUSHARES FTSE NAREIT RESIDENT (X)

iShares Gold Trust (IAL) — Buy

iShares Silver Trust (SLV) (X) — Sold

iShares iBoxx Investment Grade Corp Bond (LOD) — Buy

iShares iBoxx Investment Grade Corp Bond (LOD) — Sold (part)

va International A (IVIOX) (X) — Sold

lvy Asset Strategy (IVAEX) (X) — Sold

Jp Morgan Hibrg Dyn Comm Strt (HDCSX1(X) — Sold

WESTERN ASSET MANAGED MUNI (xX) — Sold (part)

Loomis Sayles Bond Inst LSBDX (X) — Sold

Loomis Sayles Strategic Income (NEZYX) — Buy

Mainstay High Yield Opport (X) — Sold

METROPOLITAN WEST TOT RET BD (xX)

Mkt Vectors Mortgage REIT ETF (MORT) — Buy

Pimco Emerging Mkts Bd P PEMPX (X) — Sold

Pimco Total Return (PTTPX) — Buy

Prudential Jennison Nat Res Z PNRZX (X) — Sold (part)

Prudential Jennison Nat Res Z PNRZX (X) — Sold

PRUDENTIAL TOTAL RETURN BD 2 xX)

Royce Premier Service RPFFX (X) — Sold

SPDR Barclays Capital High Yield (JNK) — Buy

SPDR Gold Trust Gold Shares (GLD) (X) — Sold

TCW Emerging Market Income (TGEIX) — Buy

Templeton Global Bd Fd Adv TGBAX (X) — Sold

UBS E-Tracs Alerian MLP Infrastructure ETN MLPI(X) — Sold

Virtus Emergmg Markets (HIEMX) (X) — Sold

Virtus Emergmg Markets (HIEMX) (X) — Buy

H) Trust #3 S S&S 651 Opened — Int/Div

MORGAN STANLEY BANK NA. (X)

ABBOTT LABORATORIES (X)

ALGER SPECTRA A — Buy

BLSCKROCK MUNIYLD ARIZ FD INC — Buy

CENTER COAST MLP FOCLS I — Buy

CHEVRON CORP (X)

CISCOSYS INC(X)

COCA COLA COX)

COLGATE PALMOLIVE CO(X)

COLUMBIA ACORN SELECT Z(X) — Sold

COLUMBIA INTERM MUNI BOND Z xX) — Sold

DIGITAL REALTY TRUST INC — Buy

DOUBLELINE TOTAL RETURN — Buy

DU PONT El DE NEMOURS & CO (X)

EMC CORP MASS (X) — Sold

EXELON CORP (X) — Sold

EXXON MOBIL CORP (X)

GENERAL ELECTRIC CO(X) — Sold

HESS CORPORATION (X) — Sold

ISHARES GOLD TRUST — Buy

ISHARES IBOXX INVEST GR COR FD — Buy

JOHNSON & JOHNSON (X)

KELLOGG CO (X) — Sold

LAZARD EMERGING MARKETS 1(X) — Sold

LOOMIS SAYLES STRATEGIC INC — Buy

MC DONALDS CORP (X)

MICROSOFT CORP (X)

MKT VECTORS MTGE REIT INC ETF — Buy

NIKE INCB(X)

PEPSICO INC NC (X)

PFIZER INC (X)

POWERSHARES WATER RES PTF (X) — Sold

PROCTER & GAMBLE (X)

QUALCOMM INC (X)

STARWOOD HTLS & RSTS WW INC (xX)

STATE STREET CORP (X) — Sold

TAIWAN SMONDCTR MFG CO LTD ADR (X) — Sold

TCW EMERG MKTS INCOME — Buy

U S BANCORP COM NEW (X)

UNITED TECHNOLOGIES CORP (X)

UNITEDHEALTH GP INC (X)

VERIZON COMMUNICATIONS (X)

VIRTUS INSIGHT EMERG MKTS — Buy

WELLS FARGO & CO NEW (X)

HYIRA 21 ARO — Int/Div

MORGAN STANLEY BANK NA. (X)

ASTON'MONTAG&CALDWELL GRW 1 — Sold

CENTER COAST MLP FOCUS — Buy

DELAWARE DIVERSIFIED INC A — Sold

DIGITAL REALTY TRUST INC — Buy

DOUBLELINE TOTAL RETURN — Buy

DOUBLELINE TOTAL RETURN — Buy (add'l)

DWS RREEF GLB INFRASTRC S(X) — Sold

FEDERATED STRAT VAL DIV INST (X) — Sold

FEDERATED STRAT VAL DIV INST (X) — Buy

FIRST TRUST ISE GBL COPPER FD — Sold

GUGGENHEIM DEFENSIVE EQUITY ET — Buy

GUGGENHEIM DEFENSIVE EQUITY ET — Sold (part)

GUGGENHEIM MID-CAP CORE ETF — Buy

GUGGENHEIM OCEAN TOMO GROWTH FINAL LIQUIDATION (X) — Redeemed

GUGGENHEIM S&P S00 PURE GRW — Buy

INVESCO SMALL COMPANIES Y (X) — Sold

ISHARE SILVER TRUST — Sold

ISHARES FTSE NAREIT RESIDENT — Buy

ISHARES GOLD TRUST — Buy

AISHARES IBOXX INVEST GR COR FD — Buy

AISHARES IBOXX INVEST GR COR FD — Sold (part)

IVA INTERNATIONAL A(X) — Sold

JP MORGAN HIBRG DYN COMM STRT (XxX) — Sold

LOOMIS SAYLES STRATEGIC INC — Sold

LOOMIS SAYLES STRATEGIC INC — Buy

MAINSTAY FLOATING RATE — Buy

MAINSTAY HIGH YIELD OPPORT 1 — Sold

METROPOLITAN WEST TOT RET BD

MKT VECTORS MTGE REIT INC ETF — Buy

PIMCO EMERGING MKTS BD P — Sold

PIMCO TOTAL RETURN P — Buy (add'l)

PRUDENTIAL JENNISON NAT RES 2 — Sold

PRUDENTIAL TOTAL RETURN BD Z xX) — Sold (part)

ROYCE PREMIER SERVICE (X) — Sold

SPDR GOLD TR GOLD SHS — Sold

SPDR GOLD TR GOLD SHS — Buy

SPDR GOLD TR GOLD SHS — Sold

TCW EMERG MKTS INCOME — Buy

TEMPLETON GLOBAL BD FD ADV — Sold

UBS E-TRACS ALERIAN MLP INFRASTRUCTURE ETN (X) — Sold

VIRTUS INSIGHT EMERG MKTS 1(X) — Sold

VIRTUS INSIGHT EMERG MKTS 1(X) — Buy

ALLIANZ NFJ SMALL CAP VALUE P {Y)

BLACKROCK GLOBAL ALLOCATION AY)

HARTFORD GLB REAL ASSET 1(Y)

IVY ASSET STRATEGY A (Y)

MARKET VECTORS AGRIBUS ETF (Y)

OPPENHEIMER DEVELOPING MKTS A na

PARNASSUS EQUITY INC (Y)

POWERSHARES DB AGRICULTURE FD(Y)

ROYCE 100 FUND SERV (Y)

THIRD AVE FOCUSED CREDIT INV (Y)

THIRD AVE REAL ESTATE VAL INST na

THORNBURG INTL VALUE 1 (Y)

WISDOMTREE TR EMG MKTS SMCAP na

H) IRA #2 A Annty — Int/Div

John Hancock Venture Annuity Lifestyle Moderate Fund

Corporate Prop Assoc 15 REIT

H)IRA 23S — Int/Div

MORGAN STANLEY BANK NA

AASTONMONTAG&CALDWELL GRW I — Sold

CENTER COAST MLP FOCUS 1 — Buy

DELAWARE DIVERSIFIED INC A — Sold

DIGITAL REALTY TRUST INC — Buy

DOUBLELINE TOTAL RETURN — Buy

DOUBLELINE TOTAL RETURN — Sold (part)

DWS RREEF GLB INFRASTRC S(X) — Sold

FEDERATED STRAT VAL DIV INST (X) — Sold

FEDERATED STRAT VAL DIV INST (X) — Buy

GUGGENHEIM DEFENSIVE EQUITY ET (X) — Sold

GUGGENHEIM MID-CAP CORE ETF — Buy

GUGGENHEIM OCEAN TOMO GROWTH FINAL LIQUIDATION (X) — Redeemed

GUGGENHEIM S&P 500 PURE GRW — Buy

ISHARES FTSE NAREIT RESIDENT (X)

AISHARES IBOXX INVEST GR COR FD — Buy

AISHARES IBOXX INVEST GR COR FD — Sold (part)

JAVA INTERNATIONAL A — Sold

JP MORGAN HIBRG DYN COMM STRT xX) — Sold

LOOMIS SAYLES STRATEGIC INC — Sold

LOOMIS SAYLES STRATEGIC INC — Buy

MAINSTAY FLOATING RATE 1 (X) — Sold (part)

MAINSTAY HIGH YIELD OPPORT I — Sold

METROPOLITAN WST TOT RETBDM

MKT VECTORS MTGE REIT INC ETF — Buy

PIMCO EMERGING MKTS BD P — Sold

PIMCO TOTAL RETURN P

PRUDENTIAL TOTAL RETURN BD 2 1X)

ROYCE PREMIER SERVICE (X) — Sold

SPDR BARCLAYS CAPITAL HIGH YIE — Buy

SPDR GOLD TR GOLD SHS — Sold

SPDR GOLD TR GOLD SHS — Buy

TCW EMERG MKTS INCOME — Buy

TEMPLETON GLOBAL BD FD ADV — Sold

UBS E-TRACS ALERIAN MLP INFRASTRUCTURE ETN (X) — Sold

VIRTUS INSIGHT EMERG MKTS 1X) — Sold (part)

PRUDENTIAL JENNISON NAT RES 2 Yr

ALLIANZ NFJ SMALL CAP VALUE P Y)

BLACKROCK GLOBAL ALLOCATION AY)

COLUMBIA VALUE & RESTRUCT A 1)

FIRST TRUST ISE GBL COPPER FD (Y)

HARTFORD GLB REAL ASSET 1LY)

IVY ASSET STRATEGY A(Y)

OPPENHEIMER DEVELOPING MKTS A WY)

PARNASSUS EQUITY INC (Y)

PIMCO UNCONSTRAINED BOND PY)

ROYCE 100 FUND SERV (Y)

THIRD AVE FOCUSED CREDIT INV (Y)

THIRD AVE REAL ESTATE VAL INST wy)

THORNBURG INTL VALUE 1 (Y)NBR iY)

WISDOMTREE TR EMG MKTS SMCAP yy

H) IRA 24 A Inh — Int/Div

MORGAN STANLEY BANK NA

ASTON/MONTAG& CALDWELL GRW I — Sold

BLACKROCK EQUITY DIVIDEND I — Sold

DOUBLELINE TOTAL RETURN — Buy

FEDERATED STRAT VAL DIV INST — Buy

GUGGENHEIM S&P S00 PURE GRW — Buy

ING GLOBAL REAL ESTATE FD — Sold

ISHARES FTSE NAREIT RESIDENT — Buy

ISHARES IBOXX INVEST GR COR FD — Buy

LAZARD EMERGING MARKETS — Sold

LOOMIS SAYLES BOND INST — Sold

LOOMIS SAYLES STRATEGIC INC — Buy

METROPOLITANWSTTOTRETBDM

MKT VECTORS MTGE REIT INC ETF — Buy

NUVEEN TRADEWINDS VAL OPPORT 1 — Sold

PIMCO TOTAL RETURN P

PIONEER CULLEN VALUE — Sold

PRUDENTIAL JENNISON NATRES 2 — Sold

PRUDENTIAL TOTAL RETURNBD 2 — Buy

ROYCE VALUE INV — Sold

SPDR BARCLAYS CAPITAL HIGH YIE — Buy

T ROWE PRICE HIGH YLD ADV — Sold

TCW EMERG MKTS INCOME — Buy

TEMPLETON GLOBAL BD FD ADV — Sold

THORNBURG INTL VALUE — Sold

VIRTUS INSIGHT EMERG MKTS — Buy

H) IRA 45 Closed

Fidelity Contrafund Y)

Neuberger Berma High Income Bond Fund Yr

T Rowe Price Micap Group Advantage Fund (Y)

PIMCO Total Return Fund (Y)

American Funds capital World Group Income fund (Y)

American Century Equity Income Investments (Y)

H) IRA 26S CPA — Int/Div

Corporate Prop Assoc 15 REIT

MORGAN STANLEY BANK NA

Trust £1

The prior report was the nomination report on 1031/11, There is a reporting gap of 2 months between that report and the beginning of this report, There was a lot

of activity during that period. Trust | was separated into Trust | and Trust 2. Some of the assets were transferred from this trust #1 to Trust #2. These are marked

with a (Y). There were many holdings Sold between 10/31/11 and 1/1/2012. These are marked with a (Y). There were some holdings purchased during this period

these are marked with an (X).

Trust #2

Trust #2 did not exist on 10/31/11, the date of the nomination report and was opened after the nomination report and before the start of 2012. Part of the assets

listed on the Nomination Report us Trust #1 were transferred to this account, None of the 12/31/12 holdings were on the prior report therefore all purchases and

transfers in during 10/31/11 to 1/1/12 will have an (X). There are no assets with a (Y) bic there was no prior report on Trust #2. Holdings without a buy were

purchased between 10/31/11 and 12/31/11 and therefore have an (X).

Trust #3

Trust #3 was & new account in 2012 funded with assets from inheritance. All sales, without & prior buy in 2012, are marked with an (X). All sales of inherited

assets hud negligible gain because they received a stepped-up basis at the date of death.

IRA #1

The prior report was the nomination report on 10/31/11, There is a reporting gap of 2 months between that report and the beginning of this report. Funds purchased

between 11/1/11 and 12/31/11 were not on the prior report and are marked with (X). Funds sold during this gap are marked with a (Y). Funds held at the end of the

year that were purchased in 4 prior year are listed without transactions. All 2012 transactions are listed.

IRA #3

The prior report was the nomination report on 10/31/11, There is a reporting gap of 2 months between that report and the beginning of this report. Funds purchased

between 11/1/11 and 12/31/11 were not on the prior report and are marked with (X). Funds sold during this gap are marked with a (Y), Funds held at the end of

the year that were purchased in a prior year are listed without transactions. First Trust ISE GLobal Copper fund, Royce 100 Fund Serv and Allianz NFJ Small Cap

Value Fund were on the prior report and sold in 2012 but not listed as a sale because it was below the reporting requirement of $1,000.

IRA #4

The prior report was the nomination report on 10/31/11, There is a reporting gap of 2 months between that report and the beginning of this report, Funds purchased

between 11/1/11 and 12/31/11 were not on the prior report and are marked with (X). Funds sold during this gap are marked with a (Y). Funds held at the end of

the year that were purchased in a prior year are listed without transactions. There were several transuctions in this account which were below the $1,000 minimum

required for listing. In 2012 -ISHARES FTSE NAREIT RESIDENT was bought for $1,052 and the transaction was reported. It was partially Sold for $333 which

was below the reporting requirement of $1,000. The holding is now below the reporting requirement of $1,000,

IRA #5

IRA #5 (457) reported on the Nomimation Report was Closed. The assets were transferred to IRA #1.

IRA #6

IRA #6 was prevously report on the Nomination Report as the second listed IRA #4.