Margaret Bartley

John Hancock Pimco All Asset (Y)

BB&T bank accounts — Interest

Nat'l Life Ins. Co. Whole Life — Int/Div

Auk H)

John Hancock Money Market Fund (Y)

John Hancock Total Return Fund (Y)

John Hancock Columbia Equity Value (Y)

457) (H)

VT Plus Fund (X) — Int/Div

VT Vantagepoint Milestone 2025 (X) — Int/Div

ING Money Market Portfolio — None

ING Intermediate Bond Portfolio — Int/Div

Columbia High Yield Bond Fund R — Int/Div

ING Pioneer Equity Income VCT Portfolio — Int/Div

ING TRowe Price Growth Equity Portfolio — Int/Div

ING Midcap Opportunities Portfolio — Int/Div

ING Oppenheimer Developing Markets Fund A — Int/Div

MFS Mass Investors Trust A — Int/Div

MFS Heritage Trust Bond Fund A — None

IRA #1 — Interest

RBS Citizens (various accounts) (Y)

Wells Fargo (various accounts)

Invesco Money Market Fund Class AX (Simple IRA) — None

Invesco American Franchise Fund Class A — Int/Div

Invesco Corp. Bond Fund Class A {Simple IRA) — None

Invesco Comstock Fund Class A (Simple IRAYX) — Int/Div

US. Savings Bonds — Interest

Judge, U.S. Court of Appeals for Veterans Claims

Reimbursement — ECR i Tar HY A yi iil Veterans’ Advocates, Inc (NOVA) — Jr Svinte 2013 — J IR TY sy

Spouse's income — 2013 — Tourgee & Associates, Inc. - salary

Part VII, page 4, line 8, m November 2013 all John Hancock 401(k) assets were transferred to the 457(h) deferred compensation account in a qualified plan

rollover,

Part VII, page 4, line 13, this asset was formerly classified as ING Pioneer High Yield Fund Class A,

Part VII, page 4, line 16, this asset was formerly classified as ING Fidelity Adv. Mid Cap Fund T.

Part VII, page 5, line 21, this asset is now combined with Wells Fargo account.