Rebecca Buehler Connelly

Bank of Botetourt savings account — Interest

Cornerstone Bank bank accounts (various accounts) — Interest

Cornerstone Bank stock — Interest

SunTrust Bank (various accounts) — Interest

Ameriprise Money Market Acct — Interest

Ameriprise AIM Invesco Equity & Inc Fund — Int/Div

Ameriprise Columbia Funds Account — Int/Div

Amenprise Columbia Pacific Mutual Fund — Int/Div

Ameriprise Columbia Mid Cap Growth Fund CL A — Int/Div — Redeemed

Ameriprise Columbia Acom Thermostat CLA — Int/Div

Amenprise Columbia Intermediate Municipal Bond CL A — Int/Div

Ameriprise Eaton Vance Diversified Currency Income CL A (see PantVIIT) — Int/Div

Ameriprise Eaton Vance Floating Rate CL A — Int/Div — Sold

Ameriprise Fidelity Advisor Emerging Markets CL A — Int/Div

Ameriprise Gabelli Asset Mutual Fund — Int/Div

Amerprise Goldman Sachs Rising Dividend Growth CL A — Int/Div

Ameriprise Legg Mason BW Global Opportunities Bond CL A — Int/Div

Ameriprise Metropolitan West Total Bond CLM — Int/Div — Buy

TRP Mid Cap Growth fund — Int/Div

TRP Spectrum Income fund — Int/Div

Vanguard Wellesley Ine Fund mutual fund — Int/Div

JP Morgan Income Builder fund UGTMA — Int/Div

Prudential Jennison Equity Income UGTMA — Int/Div

JPMorgan Income Builder UGTMA — Int/Div

Prudential Jennison Equity Income UGTMA — Int/Div

Janney Montgomery Sweep Acct — Interest

Alger Spectra CL C — Int/Div

Alger Spectra CL — Int/Div

Baron Growth CL 1 — Int/Div

Columbia Acorn EM Class Z — Int/Div

Fidelity Advisor Real Estate CL Z — Int/Div — Buy

Highmark Geneva Mid Cap Growth CL ( — Int/Div

MFS Emerging Markets Debt CL B — Int/Div

MFS International Value CL — Int/Div

Mamstay High Yield Corp Bond CL B — Int/Div

Oppenheimer Developing Markets CL € — Int/Div

Oppenheimer Global Opportunities C1 € — Int/Div

Oppenheimer Steelpath Alpha CL Y — Int/Div

PIMCO Income CL C — Int/Div

Principal Preferred Securities CL P — Int/Div — Buy

Prudential Global Real Estate CLZ — Int/Div — Buy

Putnam Diversified In CL Y — Int/Div

Sterling Capital Equity Income CL C — Int/Div

Touchstone Mid Cap CL Y — Int/Div — Buy

Yacktman Service CL X — Int/Div

Bank Montreal Autocallable Note — Interest — Redeemed

Bank of Montreal Russell Index Note — None — Buy

Govermment Bonds — Int/Div

Government Bond — Int/Div

Gov Series EE Bonds — Int/Div

Govenment Series EE Bonds — Int/Div

Government Series EE Bonds — Int/Div

Government Series EE Bonds — Int/Div

TIAA Cref Retirement Account — Int/Div

Virginia 529 Potomac Plan (age based) (no control) — Int/Div

Virginia 529 Chesapeake Plan (age based) (no control) — Int/Div

Reimbursement — NCB) — 10/07/2014 1wi11.2014 — Chicago, IL — Bankruptcy Education, Training and Meetings — lodging, meals and transportation

Spouse's income — 2014 — Center for the Constitution teaching fee

Spouse's income — 2014 — Washington and Lee University Salary

Part VIL, line 12 Ameriprise Eaton Vance Diversified Currency Incme CL A was purchased 04/18/2013 and erroneously left off the 2013 report due to confusion

with another Eaton Vance account. It should have been reported with purchased value code of K