L. Paige Marvel

RBC Roth IRA (H):

33% pship. interest, Margaret's Landing Partnership — None

USAA Subscribers Savings Account — Distribution

USAA Fed. Savings Bank Accts. #1 — Interest

USAA Fed. Savings Bank Accts, #2 — Interest

MX&T Bank accts. #1 — Interest

MET Bank accts. #2 — Interest

T. Rowe Price Acct. (H):

Growth Stock Fund — Distribution

Marvland Bond Fund — Int/Div

RBC Brokerage Acct. (H):

Shares. AT&T Inc — Int/Div

Common, Bristol Myers Squibb Co — Int/Div

Common, Centerpoint Energy Inc. (X) — Int/Div

Shares, Covidien PLC — Int/Div

Common, Exxon Mobil Corp — Int/Div

Common, Fresenius Med Care Aktiengesellschaft ADR — Int/Div

Common. General Electric Co. — Int/Div

Shares. Mallinckrodt PLC — None

Shares, Pentair PLC (name change) — Int/Div

Common, Pfizer Inc — Int/Div

Shares, PNC Financial Services Group, Inc, — Int/Div

Shares, TE Connectivity Ltd — Int/Div

Shares, Tyco Intl PLC (name change) — Int/Div

Shares, UDR Inc — Int/Div

Shares, Verizon Communications — Int/Div

Shares, U.S. Govt. Money Mkt. Fund RBC Reserve Class — Int/Div — Sold (part)

Shares, U.S. Govt. Money Mkt. Fund RBC Reserve Class — Sold (part)

Shares, U.S. Govt. Money Mkt. Fund RBC Reserve Class — Sold (part)

Shares, U.S. Govt. Money Mkt. Fund RBC Reserve Class — Sold (part)

Shares, U.S. Govt. Money Mkt. Fund RBC Reserve Class — Sold (part)

Shares, U.S. Govt. Money Mkt. Fund RBC Reserve Class — Sold (part)

Shares, U.S. Govt. Money Mkt. Fund RBC Reserve Class — Sold (part)

Shares, U.S. Govt. Money Mkt. Fund RBC Reserve Class — Sold (part)

Shares, U.S. Govt. Money Mkt. Fund RBC Reserve Class — Sold (part)

Shares, U.S. Govt. Money Mkt. Fund RBC Reserve Class — Sold (part)

Shares, U.S. Govt. Money Mkt. Fund RBC Reserve Class — Sold (part)

Shares, U.S. Govt. Money Mkt. Fund RBC Reserve Class — Sold (part)

Shares, U.S. Govt. Money Mkt. Fund RBC Reserve Class — Sold (part)

Shares, U.S. Govt. Money Mkt. Fund RBC Reserve Class — Sold (part)

Shares, U.S. Govt. Money Mkt. Fund RBC Reserve Class — Sold (part)

Shares, U.S. Govt. Money Mkt. Fund RBC Reserve Class — Sold (part)

Shares, U.S. Govt. Money Mkt. Fund RBC Reserve Class — Sold (part)

Shares, U.S. Govt. Money Mkt. Fund RBC Reserve Class — Sold (part)

Shares, U.S. Govt. Money Mkt. Fund RBC Reserve Class — Sold (part)

Shares, U.S. Govt. Money Mkt. Fund RBC Reserve Class — Sold (part)

Fidelity Brokerage Rollover IRA (H)

Fidelity New Markets Income — Int/Div

Spartan 500 Index — Int/Div

Fidelity Strategic Real Return — Int/Div

Fudehity Contrafund — Int/Div

Fidelity Equity-Income — Int/Div

Fudelity GNMA Fund — Int/Div

Fudelity Government Income — Distribution

Fidelity New Millenium — Int/Div — Buy

Fidelity Low-Priced Stock — Int/Div — Sold (part)

Fidelity Select Biotechnology — Int/Div — Sold (part)

Fuirholme Fund — Int/Div

Oakmark Select — Int/Div

Loomis Sayles Bond Retail Shares — Int/Div — Buy (add'l)

Pimco Real Return Class D — Int/Div — Sold (part)

Permanent Portfolio — Int/Div

Vanguard Inflation Protected Secs — Int/Div

Wasatch Ultra Growth — Int/Div

Wasatch International Growth — Int/Div

Shares, Seaspan Corp. — Int/Div

Shares, Berkshire Hathaway Inc. CI B — None

CPFL Energia S A Sponsored ADR — Int/Div

Shares, Dendreon Corp. — None — Buy (add'l)

Shares, Dendreon Corp. — Sold

Shares, EMC Corp. — Int/Div

Shares. First Tr ISE Chindia Index FD — Int/Div

Shares, Goldman Sachs Group Inc — Int/Div

Shares, Greenhaven Continuous Commodity Index Fund — None

ISHARES INC. MSSCI Bric Index Fund — Int/Div

ISHARES INC. MSC Singapore Index FD — Int/Div

ISHARES INC. MSCI Malaysia Free Index FD — Int/Div

JPMorgan Chase & Co. Alerian MLP Index FTN — Interest

Common, Lundin Mng Corp. — Int/Div

Shares, Potash Corp Sask Inc — Int/Div

Shares, Vale S A ADR — Int/Div

Shares, Wisdomtree Emerg. Mkts Equity Income Fund — Int/Div

Shares, Federal Realty Invst Tr. Sh. Ben nt. — Int/Div

Shares, Kimco Realty Corp — Int/Div

Fidelity Cash Reserves — Int/Div — Buy (add'l)

Fidelity Cash Reserves — Buy (add'l)

Fidelity Cash Reserves — Sold (part)

T.RowePrice Rollover IRA (H):

T. Rowe Price Capital Appreciation — Int/Div

Rowe Price Emerging Markets Stock — Int/Div

Rowe Price Equity Income — Int/Div

Rowe Price Equity Index 500 — Int/Div

Rowe Price Health Sciences — Distribution

Rowe Price International Discovery — Int/Div

Rowe Price Latin America — Int/Div

Rowe Price Mid-Cap Value — Int/Div

Rowe Price New As — Int/Div

Rowe Price New Horizons — Distribution

Rowe Price Science & Technology — Distribution

Rowe Price Small-Cap Value — Int/Div

Rowe Price Emerging Markets Bond — Int/Div

Rowe GNMA — Int/Div

Rowe High Yield — Int/Div

Rowe US Treasury Intermediate — Int/Div

Fidelity Traditional IRA Acct. (H):

Shares, CNOOC Limited ADS EACH REP 100 ORD HKDO 02 — Int/Div

Common, Berkshire Hathaway — None

Shares, Seaspan Corporation — Int/Div

Common, Vaalco Energy Inc — None

Dreyfus Opportunisti Midcap Value CL A Fund — Distribution

Teton Westwood Mighty Mites FD — Distribution

RBC IRA Acct. (H):

Ishares Tr Nasdaq Biotech Index Fund — Int/Div

Powershares OQQ Trust Unit Ser. — Int/Div

MD State Retirement Plan - Sec. 457(b) Acct, (HY:

Shares. Euro Pacific Growth Fund A — Int/Div

Shares, Investment Contract Pool — Int/Div — Sold

Shares. PIMCO Total Return Fund — Int/Div

Shares, Vanguard Inst], Index Fund — Int/Div

IRA Accts. - American Century (H):

Equity Income Stock Fund — Int/Div

Emerging Markets Stock Fund — Int/Div

CMG Focus Fund — Int/Div

IRA Acct, - Greenspring Fund, Inc — Int/Div

SEP Acct. - Greenspring Fund, Inc — Int/Div

Shares, Nationwide Mut Fds New Highmark Value FD (renamed) — Int/Div

Vanguard Rollover IRA (H):

Shares. Convertible Securities — Int/Div

Shares. Dividend Growth Fund — Int/Div

Shares, Wellesley Income Fund — Int/Div

RBC Jomt Brokerage Acct. (H);

Common, Apple, Inc — Int/Div

Common, Walt Disney Co. — Int/Div

US Govt. Money Market Fund RBC Reserve Class — Int/Div

USAA Investment Acct. (H):

USAA Comerstone Moderate Fund (formerly Balanced Str.) — Int/Div

USAA Value Fund — Int/Div

RBC IRA/A Acct. (H):

Shares, Advent Claymore Conv Sec & Income Fund — Int/Div

Shares, Alps ETF Tr Alerian MLP — Int/Div

Common, Amgen Inc — Int/Div

Shares. BCE Inc. New — Int/Div

Shares, Blackrock Global Energy and Resources Trust — Int/Div

Common, Caterpillar Inc — Int/Div

Note, Citigroup Inc. 6.875% SER K DEP SHS REPSTG 1/1000TH INT — Int/Div — Buy

Shares, Compass Diversified Trust — Distribution

Shares, Cushing Renaissance Fund — Int/Div

Shares, Cushing Royalty & Income Fund — Int/Div

Shares, Eaton Vance Tax Advantaged Dividend Income Fund — Int/Div

Shares, Frontier Communications Corp Ser B — Int/Div

Common, Gasco Energy Inc — None — Sold

Notes, General Electric Cap Corp., Due $/13/14. 5.9% — Interest — Redeemed

Common, General Electric Co. — Int/Div

Shares, Goldman Sachs Group Inc. Dep Shs Repstg 1/1000 Pid Ser D — Int/Div — Sold

Shares, 1Shares International Select Dividend ETF — Int/Div — Buy

Shares, Kinder Morgan Inc — None — Open

LP Unit, Kinder Morgan Energy Partners Ind — Distribution — with line 156)

Note. Lowes Cos. Inc. Due 9/15/17. 6.1% — Interest

Shares. MFS Value Fund A — Int/Div — Buy (add'l)

Common, Microsoft Comp. — Int/Div

Shares, Novartis A G ADR — Int/Div

Common, Pepsico Incorporated — Int/Div

Common. Sysco Corporation — Int/Div

Common, Under Armour Inc. CL A — None — Buy

Shares, Vanguard Intl. Eq. Index FDS Emerg. Markets Fund — Int/Div

Shares, Vanguard Sector Index FDS Vanguard Industrials ETF — Int/Div — Buy

Shares, Vanguard Sect Index FDS Information Technology ETF — Int/Div

Common. Verizon Communications — Int/Div

Shares Victory Portfolios Munder Growth Opportunities FD C — Distribution

Shares, US Govt. Money Market Fund (RBC) — istrnibution — Buy (add'l)

Shares, US Govt. Money Market Fund (RBC) — Sold (part)

Shares, US Govt. Money Market Fund (RBC) — Sold (part)

Shares, US Govt. Money Market Fund (RBC) — Buy (add'l)

Shares, US Govt. Money Market Fund (RBC) — Buy (add'l)

Shares, US Govt. Money Market Fund (RBC) — Buy (add'l)

Shares, US Govt. Money Market Fund (RBC) — Buy (add'l)

RBC IRA/B Acct. (H):

Common, AT&T Ine — Int/Div

Shares, Blackrock Resources & Commodities Strategy Trust — Int/Div — Open

Shares, Blackrock Ecosolutions Investment Trust — Int/Div — with line 179)

Common, Bristol Meyers Squibb Co — Int/Div

Common, Callaway Golf Co. — Int/Div

Shares, Cohen & Steers Infrastructure Fund Inc. — Int/Div

Common. ConocoPhillips — Int/Div — Sold

Common, Eli Lilly & Co. — Int/Div

Shares, Gabelli Dividend & Inc Trust — Int/Div — Sold (part)

Shares, Gabelli Global Small & Mid Cap Value Tr Com — None — Open

Common. General Mills. Inc — Int/Div

Common, Gladstone Commercial Corporation — Int/Div

Common. Johnson & Johnson — Int/Div

Common, Kinder Morgan Inc — Int/Div — Buy

Shares, Pembina Pipeline Corp — Distribution

Shares. Pimco Dynamic Income Fund — Int/Div

Shares, Vanguard World Funds- Vanguard Health Care ETF — Int/Div

Shares Victory Portfolios Munder Growth Opportunities A — None

Shares, US Govt. Money Market Fund RBC Reserve Class — Int/Div — Buy (add'l)

Shares, US Govt. Money Market Fund RBC Reserve Class — Buy (add'l)

Shares, US Govt. Money Market Fund RBC Reserve Class — Buy (add'l)

Rollover IRA - USAA FSB (H):

Shares, USAA Value Fund — Int/Div

Vanguard Investment Acct. (H):

Shares, Vanguard Energy Fund — None — Buy

Shares, Vanguard Energy Fund — Sold (part)

Shares, Vanguard Energy Fund — Sold

Shares. Inflation-Protect Sec Inv — Int/Div — Buy

Shares. Balanced Index Fund — Int/Div — Buy

Shares. Balanced Index Fund — Buy (add'l)

Shares. Balanced Index Fund — Buy (add'l)

Shares. Total Intl Stock — Int/Div — Buy

Shares. Total Intl Stock — Sold (part)

Shares. Total Intl Stock — Sold

Shares, Small-Cap Value Fund — Int/Div — Buy

Shares, U.S. Growth Fund — Distribution — Buy

Shares, U.S. Growth Fund — Buy (add'l)

Shares, U.S. Growth Fund — Buy (add'l)

EEE RBC Acct. (H):

Shares, Berkshire Hathaway CL B Inc — None

mE 2 RBC Acct. (H):

Shares, Berkshire Hathaway CL B Inc — None

529 Acct. - Vanguard [IN Income Fund — Int/Div

REH lrrevocable Trust (H):

Fidelity Inherited IRA (H):

Shares, Spartan US Bond Index Fund (corrected name) — Int/Div — Sold

Shares, Fidelity Focused Stock Fund — Int/Div — Sold (part)

Shares, Fidelity Low Priced Stock Fund — Int/Div

Fidelity Cash Reserves — Int/Div

Promissory Note from Vicki A. Marvel, 6% — Interest

M&T Money Market Acct — Interest

LHH Revocable Trust (H):

Fidelity Roth IRA (H):

Shares, Fidelity Contrafund — Distribution

Share. Fidelity Focused Stock Fund — Int/Div — Buy

Shares, Fidelity Interm. Govt. Income — Int/Div — Sold

Shares, Fidelity Select Biotechnology — Int/Div

M&T Money Market Acct — Interest

TIC Fidelity Trust Acct (H).

Shares, Fidelity Municipal Inc — Int/Div

Shares, Fidelity Government Income — Int/Div

Shares. Fidelity Intermediate Muni Income — Int/Div

Fidelity Cash Reserves — Int/Div

Bank of Oklahoma (BOO) Checking Acct — Interest

Parmer, Parmership #1

Custodian, 529 Acct, 44

Gift — Aspen Publishers — Complimentary copy, Mergers, Acquisitions & Buyouts, and update for prof, use — $600.00

Liability — Washington University in St. Louis — Tuition Payment Plan Loan

Liability — U.S. Dept. of Education — Student Loans

Liability — Washington University in St. Louis — Student Loans

Liability — Emory Umversity — Student Loans

Reimbursement — Criminal Tax Fraud & Tax Controversy

Reimbursement — Umversity of Houston Law Foundation — 0172314 -01/25/14 — Houston, TX — To judge Moot Court National Championship — Flight, Taxi, Lodging, Meals & Incidentals

Spouse's income — 2014 — Maryland State Retirement Agency distribution (457 Plan)

Spouse's income — 2014 — Maryland Teachers and State Employees distribution

Spouse's income — 2014 — Fidelity Rollover IRA distnbution

2014 Report, Part [1I-A. During 2014, | was awaiting final Senate action on my nomination for a second term on the U.S. Tax Court. Because my original term

had already expired, | was serving in the capacity of “senior judge” and my compensation was treated as retirement pay. | have not listed the compensation paid

to me as retirement pay because the instructions do not appear to require it. 1 was ultimately confirmed by the U.S. Senate and | took the oath of office for my

second term in December 2014, at which time 1 became an active (non-retired status) judge.

2014 Report, Part V1. The |

ies listed in Part V1 of prior year reports are student loans and deferred tuition obligations that are technically liabilities of Ji

JN Because SIN did not qualify as JN for 2014 within the meaning of IRC section 152, | have omitted those liabilities from the

2014 Report,

2014 Report, Part VII; 2014 Amended Report; 2013 Amended Report, lines 200-209: Because neither of ci qualiticd as JE within the

meaning of IRC section 152 for 2014 and we did not claim dependency exemptions for them, | have deleted their assets from this report. The assets in question

were included in my 2013 Amended Report at lines 200-209.

2014 Report, Part VIL. For investments that generated both dividend and capital gain income during 2014, 1 have aggregated the amounts on the appropriate

income lines and described the income as "dividends". For investments that generated only capital gain income, | huve described the income as "distribution".

paid both dividends and capital gains, | have aggregated the amounts on the appropriate income lines and described the income as "dividends". For investments

that paid only capital gains, | have described the income as "distribution".

2014 Report, Part VIL. During 2014, any investment previously described as Munder Growth Opportunities Fund C is now described as "Victory Portfolios

Munder Growth Opportunities FD C”. The funds were "exchanged" according to the monthly report but it appears to be & change in name only.

2014 Report, Part VIL, lines $ and 6. Both JIN and | have accounts at this bank that | aggregated in filing previous reports. Because the instructions

require a different aggregation, | have reported the bank accounts of each person on separate lines in the 2014 Report.

2014 Report, Part VIL, lines 186 and 187: The new fund investment was spun off from the older listing during 2014.

2014 Report, Part VIL, lines 216-219: These custodial accounts belong to JIN but are listed because they have not yet been transferred out of the custodial

ACCOUNts Ito accounts in their names,

2014 Report, Part VIL, line 220: The only 529 account that is reportable for 2014 is listed on line 220. The 2013 Amended Report included other 529 accounts ut

lines 210-213 but those accounts did not meet the reporting requirements for 2013 and 2014, and are excluded on this report.

2014 Report, Part VII, line 225, 2014 Amended Report, line 225, and 2013 Amended Report (no comparable listing): In this Amended Report, | have kept line

225 as originally reported. It appears that 1 accidentally omitted that item from my 2013 Amended Report (1 believe it wis reported on my 2012 Reports but |

have not checked them). Please consider this an amendment to my 2013 Reports because the investment listed at line 225 of both my original 2014 Report and my

2014 Amended Report existed in 2013 and should have been disclosed.

2014 Amended Report, Past VII, line 240: In accordance with your letter dated November 4, 2015, this line item has been amended to include the information in

Column C.

2014 Amended Report, Part VII: 2013 Amended Report, lines 227 and 228: The investments listed on my 2013 Amended Report at lines 227 and 228 were sold

during 2013 but | mistakenly failed to report the sales. Item 227 was sold on June 26, 2013; the codes for part D are (1) Sold; (2) 06/26/2013, (3) L, (4) D. Item

228 was sold on June 27, 2015; the codes for part D are (1) Sold, (2) 06/27/13, (3) K, and (4) no entry as it was sold at a loss, The proceeds of these sales were

used to purchase the assets listed on my 2013 and 2014 Amended Reports as Fidelity Focused Stock Fund and Fidelity Low Priced Stock Fund,