Kathleen Thompson

Sun Life Financial (whole life common shares) — Int/Div

Wells Fargo Bank — Interest

RA # Edward Jones

TEAAPL — Int/Div — Sold (part)

Edward Jones IRA #2

DODIX (Dodge & Cox Income Fund) — Int/Div — Buy

DODFX (Dodge & Cox Intl Stock Fund) — Int/Div — Buy

FENAMAX (Columbia Mad Cap Value) — Int/Div

LIBIX (Eaton Vance Ind. of Boston) — Int/Div — Buy

HDGIX (Hartford Div & Growth) — Int/Div — Buy

LSIIX (Loomis Sayles Inv Grade Bond Fund) — Int/Div — Buy

MENX (MFS Value Fund C1 I) — Int/Div — Buy

IGLIX (ING Global Real Estate Fund C1 1, mame change to Voya Global — Int/Div — Buy

IFMXX (JP Morgan Fed Mon Mkt Fund) — Interest — Buy

TGVIX (Thomburg Intl Value Fund) — Int/Div — Buy

PRDGX (T Rowe Price Div Growth) — Int/Div — Buy

CRSOX (Credit Suisse Comm Ret Sir Ch — Int/Div — Buy

MWTIX (MetroWest Tot Ret. BAC 1) — Int/Div — Buy

PRCIX (T. Rowe Price New Income) — Int/Div — Buy

SAGIX (Cha Aggressive Growth) — Int/Div — Buy

MFEIX (MFS Growth Fund C1 1) — Int/Div — Buy

MINIX (MFS International Value Fund crn — Int/Div — Buy

MGOYX (Munder Mid Cap Core Growth Fund) — Int/Div

HLLVX (JPMorgan Short Duration Bond Fund) — Int/Div — Buy

DISRX (Dreyfus International Stock Fund) — Int/Div — Buy

TGBAX (Templeton Global Bond Fund Advisor Class) — Int/Div — Buy

FVHIX (Franklin High Income Fund Advisor Class) — Int/Div — Buy

WBFFX (Capital World Bond Fund C1 Fly — Int/Div — Buy

BBTBX (Bridge Builder Bond Fund Solicited) — Int/Div — Buy

Section 1. The only asset in Trust #1 1s my personal residence.

Section VII. Investments and Trusts

**= an asset as of 12/31/14

Line 4 - Lists the only asset (APPL) in IRA #1 Edward Jones,

Line 5 - This is a heading for the assets in IRA #2 Edward Jones that are listed on Line 6 and following.

The stock previously reported as CWBFX on Line 31 of FDR 2013 is the same as the stock previously reported as WBFFX on Line 47 of FDR 2013. Pursuant

to trade confirmations, WBFFX is the correct symbol for this stock. CWBFX has been deleted as of FDR 2014. WBFFX is reported on Line 29 of FDR 2014,

WBFFX has been purchased in three transactions: (1) on 6/22/2012 with a value of J; (2) on 9/24/2013 with a value of J; and (3) on 1/23/2014 with a value of J