J. Craig Whitley

CBF Agg Growth Fund — Int/Div

CBF Agg Growth Fund — Int/Div

ClearBridge Sp. Inv. Tr. Class C, f/k/a LM Cap Mgmt Leading Co Tr * — Int/Div

American Funds New Perspective Mutual Fund — Int/Div

American Funds Washington Mutual Funds — Int/Div

Amencan Funds Washington Mutual Funds — Int/Div — Sold

American Funds. Templeton Foreign Mutual Fund — Int/Div — Sold

RBC Money Mkt Sweep Account — Interest — Sold (part)

RBC Money Mkt Sweep Account — Sold (part)

RBC Money Market Sweep Accounts — Interest

American Funds. New Perspective Mutual Fund — Int/Div — Sold (part)

American Funds. New Perspective Mutual Fund — Sold (part)

American Funds. New Perspective Mutual Fund — Sold

RBC Money Mkt Sweep Acct — Interest — Sold (part)

RBC Money Mkt Sweep Acct — Buy

RBC Money Mkt Sweep Acct — Sold (part)

Belmont Federal Savings & Loan Account — Interest

American FundsTempleton Dev Mkt Foreign Mutual Fund — Int/Div

American Funds Washington Mutual Funds — Int/Div

Growth Fund American Mutual Fund — Int/Div

Black Rock US Opp Class — Int/Div

ClearBridge Spec. Inv. Tr. f/k/a Legg Mason Special Invest, Trust (Y)*

American Funds New Perspective Mutual Fund — Int/Div

Legg Mason Value Trust Mutual Fund (Y)*

ClearBridge Sp. Inv. Tr. f/k/a Legg Mason Cap Mgmt Sp Inv Tr — Int/Div — Sold

Rovce Total Return Fund, a/ka/ Royee FD — Int/Div

RBC Money Market Savings Acct — Interest

Europac Growth Fund — Int/Div

Invesco Am Fr Fund Class A — Int/Div

Wells Fargo f/k/a Wachovia Bank Various Accounts — Interest

Estate

Belmont Federal Various Accounts — Interest

Spectra Energy — Int/Div

Asset Group 21: (Y)*

Rental Property. Charlotte, NC * — Reat — Donated

TRLST

Residential Lot #1, Gaston County, NC — None

Residential Lot #2, Gaston County, NC — None

Residential Lot #3, Gaston County, NC — None

Residential Lot #4, Gaston County, NC — None

Residential Lot #5, Gaston County, NC — None

Residential Lot #6, Gaston County, NC — None

Residential Lot #7 (1/2 Interest) Gaston County, NC — None

Residential Lot #8 (1/2 Interest) Gaston County, NC — None

Residential Lot #9 (1/2 Interest) Gaston County, NC — None

Residential Lot #10 (1/2 Interest) Gaston County, NC — None

Residential Lot #11 (1/2 Interest) Gaston County, NC — None

Residential Lot #12 (1/2 Interest) Gaston County, NC — None

Belmont Federal Various Accounts — Interest

Wachovia Various Accounts (Y)*

RBC Money Market Sweep Acct — Interest — Buy

RBC Money Market Sweep Acct — Buy

RBC Money Market Sweep Acct — Buy

Invesco AIM Investments European Growth Fund Class A — Int/Div — Sold (part)

Invesco AIM Investments European Growth Fund Class A — Sold (part)

American Funds Capital World Bond Fund Class A — Int/Div — Sold (part)

American Funds Capital World Bond Fund Class A — Sold (part)

American Funds Europacific Growth Fund Class A — Int/Div — Sold (part)

American Funds Europacific Growth Fund Class A — Sold (part)

American Funds Growth Fund of America Class A — Int/Div — Sold (part)

American Funds Growth Fund of America Class A — Sold (part)

American Funds Investment Co of America Class A — Int/Div — Sold (part)

American Funds Investment Co of America Class A — Sold (part)

Capital World Bond Fund * (Y)

LaSalle Bank CD — Interest — Redeemed

Goldman Sachs Bank CD — Interest

Union Bank NA CD — Interest

Reimbursement — North Caroling Bar Association — 11/07.2014 11/08:2014 — Asheville, North Carolina — Attend State Bankruptcy Seminar — Meals, hotel, and trunsportation.

Reimbursement — South Caroling Law Association — 05/02/2014 05032014 — Asheville, North Carolina — Attend State Bankruptcy Semmar — Meals, hotel, and transportation

Spouse's income — 2014 — Self-employed attorney

Part VII, #23 - Correct error on 2013 Annual Report, #17, Clearbridge Spec. Inv. Trust is deleted as being a duplicate entry of #3 ("13 Annual Report.) Funds were

reorganized and renamed causing confusion,

Part VII, #25 - Correct error on 2013 Annual Report, #25, Legg Mason Value Trust is deleted us being a duplicate entry of #19 ('13 Annual Report.)

Part VII - #35 - #36, Asst Gp 1, Rental property is deleted as asset has been transferred (donated) to a family trust (which is not subject to reporting. )

Part VII - #51, Wachovia Various Accts: Correct error. Amended Rpt indicates these were opened 12/19/13. These accounts were closed, not opened.