Elizabeth L Perris

IRA Account — Int/Div

US Bonds — Mature

Teco Stock

Vanguard Windsor [1 Mutual Fund — Part VII

Spectra Energy Stock

Money Market Funds (Schwab Cash Reserves) — Part VII

Vanguard S & P 500 Fund — Distribution — Part VII

Bristol Meyers Squibb Stock — Int/Div

Harbor International Fund (X) — Distribution

US. Savings Bonds (X) — Interest

1/2 Interest - Condominium, Otter Rock, Oregon (X) — Rent

Baron Asset Fund Shares — istmbution

NASDAQ 100 Stuxck — Int/Div

i Shares-Russell 2000 (X) — Int/Div

Key Bank Accounts (CD/checking) (X) — Interest

On Point FCU (CD/checking) (X) — Interest

iShares - Emerging Markets — Int/Div

IRA #2 <- On Pot — Interest — Part VII

Or Vet Welfare Due 2041 — Interest

Schwab Cash Dep — Interest

Schwab 1000 SNXFX — Int/Div

Vanguard International Growth VWIGX — Int/Div

Schwab Cash Deposits — Interest

Vodofone VOD — Int/Div — Sold

Verizon VZ — Int/Div

Gugenheim Multi Asset CVY — Int/Div

Wisdomtree Global Real Estate Ex US DRW — Int/Div

ishares Sel Div DVY — Int/Div

i shares Biotech IBB — Int/Div

i shares US Industrials 1Y) — Int/Div

shares US Basic Materials IYM — Int/Div

shares US Preferred PFF — Int/Div

Lehman Bros. Holdings 7.2 8409 bonds bankruptcy — None — Sold (part) — Part VII

Lehman Bros. Holdings 7.2 8409 bonds bankruptcy — Sold (part)

Powershares Intl Div PID — Int/Div

S&PSOOSPY — Int/Div

Vanguard Consumer Discretionary VCR — Int/Div

Vanguard Consumer Staples VIC — Int/Div

Vanguard Energy VDE — Int/Div

Vanguard Information Technology VGT — Int/Div

Vanguard Healthcare VHT — Int/Div

Vanguard REIT VNQ — Int/Div

Vanguard Telecommunicatioin VOX — Int/Div

Vanguard Utilities VPU — Int/Div

i sharees Developed Ex-US Properties WPS — Int/Div

Davis Financial C1 C DFFCX — Distribution — Part VII

Templeton Global Bond C1 C TEGBX — Int/Div — Part VII

GNMA 7.5%, maturing in 26 — Interest

GNMA 7.5%, maturing in 27 — Interest

50,000 BA CD Matures 1/15 — Interest

Wells Fargo Accounts (checking/savings) — Interest

Receivable due from Lovejoy Audiology Le — Interest — Part VII

Ally Financial CD (Matures 10/17) — None — Buy

Gift — Ford Foundation — Bowl — $400.00

Gift — Gerald Rosen — Watch — $550.00

Reimbursement — Boston University School of Law — 206/14 - 2/8/14 — Boston, MA — Semmar — Hotel, transportation, meals

Reimbursement — Oregon State Bar — 4/24/14 - 4/25/14 — Secartle, WA — Seminar — Transportation, meals and hotel

Reimbursement — Cleveland Metro Bar Association — 5/19/14 - 5122/14 — Cleveland, OH — Seminar — Hotel, transportation and meals

Reimbursement — American Bankruptcy Institute — 94/14 - 96/14 — Las Vegas, NV — Semmar — Hotel, transportation and meals

Reimbursement — Nanonal Conference of Bankruptcy Judges — 10/7714 - LVL 1/14 — Chicago, IL — Seminar — Hotel, ransportation and meals

Reimbursement — American Bar Association — 117/14 - 11/8/14 — Los Angeles, CA — Seminar — Hotel, runsportatioin and meals

Income — 2014 — West Services - Book Royalty — S1.035.00

Spouse's income — 2014 — Collections from audiology practice (retired October 1, 2013)

Lines 4. 7, 46 & 47. Distributions from Vanguard Windsor 11 Mutual Fund {line 4) , Vanguard S & P 500 Fund (line 7 ). Davis Financial (line 46) and Templeton

Global Bond (line 47) include capital gains and dividends. We remvested the distributions in these funds.

Line 6. Schwab Cash Reserves is a money market fund. 1 reinvest the distributions. In addition, I regularly deposit stock dividends, asset liquidation proceeds,

and intereest income in the account. The dividends and interest deposits are small. Only transactions in excess of $1,000 within the pertinent account are

separately reported.

Line 11. Our 1/2 interest in the condominium at Otter Rock, Oregon, the net rents are after payment of expenses, Our share of the rents without reduction of

expenses would be Code D. Half interest in condominium purchased in August 1994 for $55,000,

Line 18. On Pomt IRA became a Money Market Account rather than a CD in 2011 when | transferred the bulk of the account to IRA #1. It was an error to

continue to call ita CD.

Line 52. Valuation method - using balance due on transaction. Sole proprietorship sold to Lovejoy Audiology LLC on September 30, 2013, and that created the

receivable. Income from retained business assets reflected in Part 111 B.