James Knoll Gardner

Rental Property #1, Torrence, California (1997 $533.33) — Rent

Time Share #1, Williamsburg, Virginia 11999 S18.700) — Rent

Santander Bank Accounts (X) (See Part vIn — Interest

Brokerage Account 21:

Morgan Stanley Private Bank NA (X) (See Part VIII) — Interest

LM Clearbridge Apprec. Fd. C1. A - Mut Fd. (See Part VIII — Int/Div

Calamos Convertible & High Income Fund Closed Fad Fund — Int/Div

Wells Fargo & Company - Common Stock — Int/Div

Calamos Strategic Total Return Fund Closed Fad Fund — Int/Div

Eaton Vance Tax Eqty. Inc. Fund - Closed End Fund — Int/Div

NuStar Energy L.P. - Common Stock — Int

BT Group PLC ADR - USD - Common Stock — Int/Div

BlackRock Global Alloc. Fd. - Mutual Fund — Int/Div

Intel Corporation - Common Stock — Int/Div

Teva Pharmaceutical Industries - Common Stock — Int/Div

Baron Growth Fund-Mutual Fund — Int/Div

Eaton Vance Large-Cap Value Fund Class A Mutual Fund — Int/Div

Janus Forty Class S - Mutual Fund — Int/Div

Lazard Emerging Markets Port Fund Mutual Fund — Int/Div

Pimeo Total Return Fund Class D - Mutual Fund — Int/Div

Pimco Commodity Real Return Fund Class D - Mutual Fund — Int/Div

T Rowe Price Int'l Bond Fund - Mutual Fund — Int/Div

Royce Premier Fund INV Class - Mutual Fund — Int/Div

West Perry Schl. Dist. Bond - Municipal Bond — Interest

Johnson & Johnson - Common Stock — Int/Div

Magellan Midstream Partners LP - Common Stock — Int/Div

Microsoft Corp. - Common Stock — Int/Div

DWS Floating Rate Fund Class C - Mutual Fund — Int/Div

DWS Municipal Bond Fund Class € Mutual Fund — Interest

West. Ast. Money Mkt. Fd. CLA - Mut. Fd (Y)iSee Pr. VID

Invesco Premier PTF INSTL - Mutual Fund (X) (See Part VIII) — None

Mainstay Hi Yid. Corp. Bond C1. A Corporate Bond (X) — Int/Div — Buy — N/A

End of Brokerage Account #1

Brokerage Account #2 (Custodial Account #1) redeemed $2004

Brokerage Account #3 (Custodial Account #2) redeemed 828407

IRA #1 redeemed 8/2749

Brokerage Account #4

LM Clearbridge Apprec. Fd C1. A - Mut Fund (See Part VII — Int/Div

Eaton Vance Global Return Fund Class € Mutual Fund — Int/Div

Intel Corporation - Common Stock — Int/Div

General Electric Company - Common Stock — Int/Div

End of Brokerage Account #4

Time Share #2, Williamsburg, Virginia (2002 S19.900) — Reat

IRA #2

Royce Total Return Fund Consultant Mutual Fund — Int/Div

Invesco Van Kampen Eq.& Inc. Fd. Cl. € Mutual Fund — Int/Div

American Funds-Growth Fund of America Class C - Mutual Fund — Int/Div

Oppenheimer Developing Markets Fund Class C « Mutual Fund — Int/Div

Lincoln National Life Insurance Co Annuity — None

BlackRock Global Allocation Fund Inc Mutual Fund — Int/Div

Putnam Asset Allocation Balanced Class ( Mutual Fund — Int/Div

Consolidated Edison Inc. - Common Stock — Int/Div

GNMA REMIC-Ser. Imm -Ast Bkd. Sec. (See Pr. VID — Interest — Sold — N/A

BlackRock Equity Dividend Fund Class ( Mutual Fund — Int/Div

Ginnie Mae Ser. IN -Ast.-Bkd Sec. — Interest — Sold — N/A

CITIBANK NA - Bank Deposit Program (Y) (See Part VIII)

Morgan Stanley Bank, N.A. - Bank Deposit Program (X) — Interest

GNMA REMIC-Series mum Asset-Bkd. Security (See Pr. VID — Interest — Sold — N/A

BlackRock Mult-Asset Inc. Class C - Mutual Fund — Int/Div

American Funds - Growth Fund of America FI « Mutual Fund — Int/Div

Endof IRA #2

New York Life Whole Life — Int/Div

Brokerage Account #5 redeemed 04/22/10

KNBT Bank Accounts — Interest

Rental Property #2, Lehigh County, PA (2006 $250.000) — Rent

Fun$ Money Investment Club Partnership — Int/Div

U.S. Savings Bonds — Interest

Fidelity Mutual Life Insurance Co. - Whole Life — Int/Div

Time Share #3, Williamsburg, Virginia (2011 S19.09%) — Rent

Lafayette Ambassador Bank Accounts — Interest

Brokerage Account 26

Stroudsburg PA Area Sch. Dist.-A Municipal Bond — Interest

Oppenheimer Devel. Mkts. Class C-Mutual Fund — Int/Div

PPL Corporation - Common Stock — Int/Div

CITIBANK, NA. - Bank Deposit Program — Interest

End of Brokerage Account #6

Ofhicer, Director, Allentown Symphony Association

Director, Boys and Girls Club of Allentown, Inc

Director, Police Athetic League, Inc

General Partner (passive mvestment in Subchapter "S™ Corporation), 1/6 share of Rental Property #1

Executive Committee, Minsi Trails Council, Boy Scouts of America

Agreement — 2002 — State Employees Pension Fund: retirement pension for former judicial position, includes medical imsurance and long- term care benefits, no control

Liability — Prudential Asset Resources (See Part VI — 1/6 share Mortgage on Rental Property #1, Torrence, California (Part VII, line 1)

Liability — Chase Card Services — Credit Card (Visa)

Reimbursement — Property Law Association (NYIPLA)

Reimbursement — Philadelphia Bar Association — June 7, 2013 — Philadelphia, PA — Federal Bench Bar Conference — Breaktast, Lunch, Semmar

Reimbursement — U.S. District Court for the Eastern District of PA — Wn a ITE A Bl es PRS on — TET 0" SUS Ta FT ant § Be

Income — 2013 — State Employees Pension Fund reported in Part II {fixed benetits from a vested pension plan) — S67.455.60

Spouse's income — 2013 — self-emploved piano teacher

1. Re Part VII, Line 3: On October 17, 2013 Sovereign Bank, which was reported in the Financial Disclosure Report for calendar year 2012 in Part VII, Line 3,

changed its name to Santander Bunk. At that time all Sovereign Bank Accounts became Santander Bank Accounts with the same account numbers and balances

as the previous Sovereign Bank Accounts.

2. Re Part VII, Line 5: On August 29, 2013 all cash, deposits and Money Market Funds were transferred from CITIBANK NA Bank Deposit Program, which

was reported in the Financial Disclosure Report for calendar year 2012 in Part VIL, Line 5, to Morgan Stanley Private Bank NA.

3. Re Part VII, Line 6; The abbreviation "LM" means Legg Mason.

4. Re Pant VII, Line 30: On May 1, 2012 Western Asset Money Market Fund Class A changed its name to "Legg Mason WA MMKT A", as reported in Part VIII,

Note 2 of the 2012 calendar year Financial Disclosure Report. This was reflected by the insertion of a parenthetical "(Y)" on line 31 of the 2012 calendar year

Financial Disclosure Report. On June 15, 2012 and June 19, 2012 Legg Mason WA MMKT A was sold, as reported in Part VIL Note 3 of the 2012 calendar year

Financial Disclosure Report. Therefore, neither Western Asset Money Market Fund Class A, nor Legg Maston WA MMKT A is reportable in the within 2013

calendar year Financial Disclosure Report,

5. Re Part VII, Line 31: On June 19, 2012 a portion of the proceeds from the sale of Legg Mason WA MMKT A (see Note 4, above) was used to buy shares of

Invesco Premier PTF INSTL, as reported in Part VIII, Note 3 of the 2012 calendar year Financial Disclosure Report. Because of sales of portions of the Invesco

asset reported in Lines 33 and 34 of the 2012 Financial Disclosure Report, the asset fell below the $1,000 value threshold as of December 31, 2012 and never met

the $200 income threshold that year, as reflected in the 2012 Note 3. That was reflected by insertion of a parenthetical "(Y)" in Section VII, Line 32 of the 2012

report.

During calendar year 2013, the Invesco asset increased in value, and exceeded the $1,000 value threshold as of December 31, 2013. Therefore, the asset is

reported in Section VII, Line 31 of the within calendar year Financial Disclosure Report together with a parenthetical *(X)",

6. Re Part VII, Line 38: The abbreviation "LM" means Legg Mason.

7. Re Part VII, Line $3: A portion of the asset GNMA REMIC - [i . an asset-backed security, was sold each month in the nature of a

return on principal. Line $3, Part D., of Section VII of the within Financial Disclosure Report reflects the partial sale transaction on 01/20/13, with the type of

transaction recorded as "Sold" in Section D.(1), the Value Code recorded as "J" in Section D.(3), and the Identity of buyer/seller (if private transaction) recorded

us "N/A" (not applicable) in Section D.(5).

These designations in Section D1), (3) and (5) in Line 53 are wentical for the partial sales of the asset each month in calendar year 2013. The dates of the

monthly partial sale transactions subsequent to 01/20/13 in Section D.(2) are 02/20/13, 03/20/13, 04/2013, 05/20/13, 06720713, 07/20/13, 08/20/13, 09/20/13,

10/2013, 11720013 and 12/2013,

“The total of the twelve monthly Value Codes of "J" in Section D.(3) is an annual Value Code of "J" for calendar yeur 2013 in Section D.(3).

8. Re Part VII, Line 56: Bank deposits for IRA #2 are held at either Morgan Stanley Bank, N.A. or CITIBANK, NA. From January |, 2013 to December 16,

2013 the IRA #2 bank deposits were held in CITIBANK, NA. From December 16 to 31, 2013 the IRA #2 bunk deposits were held in Morgan Stanley Bank, NA,

No IRA #2 funds were held in CITIBANK, N.A. on December 31, 2013. Nor did the CITIBANK, NA. account meet the 2013 $200 annual income threshold.

Therefore, the CITIBANK, NA. asset is not reported in the within Financial Disclosure Report for calendar year 2013. | have reflected that by listing the

CITIBANK. N.A_ asset in Part VII, Line 56, on Page 7 of 10 of the within report together with a parenthetical ("Y") ou Line 56.

As of December 31, 2013 the Morgan Stanley Bank, NA, asset exceeded the $5,000 value threshold for bank deposits. 1 have reflected that by listing the

Morgan Stanley Bank, N.A. asst in Part VII, Line 57 on Page 7 of 10 of the within report together with a parenthetical "(X)".

9. Re Part VII, Line 58: All of the asset GNMA REMIC - Series 2012 Class 129 YA, an asset-backed security, was sold in 2013. A portion of the asset was sold

each month in the nature of a return on principal. Line 58, Part D., of Section VII of the within Financial Disclosure Report reflects the partial sale transaction

on 01/16/13, with the type of transaction recorded us “Sold” in Section D.(1), the Value Code recorded as "J" in Section D.(3), and the Identity of buyer/seller (if

private transaction) recorded as "N/A” (not applicable) in Section D.(5).

These designations in Section D.(1), (3) and (5) in Line 58 are identical for the partial sales of the asset each month in calendar year 2013. The dates of the

monthly partial sale transactions subsequent to 01/16/13 in Section D.(2) are 02/16/13, 03/16/13, 04/16/13, 05/16/13, 06/16/13, 07/16/13, 08/16/13, 09/16/13

10/16/13, 11/16/13 and 12/16/13,

The total of the twelve monthly Value Codes of "J" in Section D.(3) is an annual Value Code of "J" for calendar year 2013 in Section D3).