Helen E. Burris

South State Bank (formerly SCBT)- Accounts — Interest

Tr. #1 South State Bank (formerly SCBT) — Interest

Tr. #2 Russell Frank Inv. Co. Lifepoints Fund Conserv, — Int/Div — Sold (part) — out in part

Russell Frank Inv. Co. Lifepomts Fund Growth Strategy Relax — Int/Div — Sold (part) — mm 21

ING USA Annuity and LIfe Insurance Co — None

NW Mutual Whole Life Cash Value #1 — Int/Div

2 Pumam Investments New Opportunities Fund Class A&B — Int/Div — Sold (part)

401K Fidelity Freedom 2030 Fund — Int/Div

NetReit Real Estate Investment Trust — Int/Div

IRA American Funds

American Funds-The Investment Company of America A — Int/Div — Distnbuted — 2014

American Funds-lncome Fund of America A — Int/Div — Sold (part) — distrib 2014

American Funds-EuroPacivic Growth Fund A — Int/Div — Distnbuted — 2014

American Funds-American Balanced Fund A — Int/Div

Future Scholar 529 College Savings Plan-FS Mod Conserv (no control) — Ine — Sold (part)

cont'd — Buy (add'l)

Monogram Residential Trust (formerly Behringer Harvard Multifamily) — Int/Div

Rental Property #1 Greenville SC — Rent

Trust £3 Invesco Bal Risk Alloc C — Int/Div — Sold (part)

Future Scholar 529 College Savings Plan 20d acct) -FS Mod Conserv (2) — Int/Div — Open

Russell LifePoints Growth Strategy A (RALAX) — None — Open — 4

Co-trustee Trust #1, #2 #3, See Part VII

Liability — Pln (loan from Fidelity Freedom 2030 Fund listed on VII)

Reimbursement — South Carolina Bar — 01/24/2014 10 017252014 — Kiawah Island, SC — CLE/Bar meeting — registration waved

Reimbursement — American Bankruptcy Institute — 03/01/2014 to 03/04:2014 — New York, NY — Moot Court Judge — truvel, lodging, food and expenses

Reimbursement — South Caroling Bankruptcy Law Association — 05/02:2014 to 05042014 — Asheville, NC — CLE/annual meeting — lodging and food, registration waived

Reimbursement — Natonal Conference of Bankruptcy Judges — 10/07/2014 to 10/112014 — Chicago, IL — CLE! annual meeting — lodging, travel

Income — 08/29/14 — distribution from IRA disclosed in part VII lines 11 - 13 and reported on tax retum — $25.042.00

Spouse's income — 2014 — Employment with Tumer Padget Graham & Lancy

VIL. #17- Behringer Harvard Multifamily REIT 1, Inc., became self managed in July 2014 and is now known as Monogram Residential Trust.