| 2014 | Accounts at Wells Fargo Bank | J |
| 2014 | American Beacon Large Cap | K |
| 2014 | Artisan International Fund (IRA Rollover) | K |
| 2014 | Checking Account at BB&T | M |
| 2014 | Checking Account at BB&T | J |
| 2014 | Fidelity Convertibles Securities Fund (IRA) | K |
| 2014 | Fidelity Diversified Int. Fund (IRA Rollover) | K |
| 2014 | Fidelity Growth Company Fund (IRA Rollover) | K |
| 2014 | Gabelli Small Cap Growth | K |
| 2014 | Harbor Bond Fund (IRA) | K |
| 2014 | Janus Growth & Income Fund (IRA Rollover) | K |
| 2014 | Limited Partnership Interest in Robbins Housing Ltd. | J |
| 2014 | Lincoln Nat. Stock/Roth IRA | J |
| 2014 | Loomis Sayles Bond Fund | J |
| 2014 | Oakmark Equity Income Fund (IRA) | K |
| 2014 | Perkins Mid-Cap Value Fund (IRA) | K |
| 2014 | Royce Low Price Stock Fund (IRA Rollover) | K |
| 2014 | Schwab & Co. Money Market Fund (IRA Rollover) | K |
| 2014 | Schwab & Co. Money Market Fund (IRA) | N |
| 2014 | Tweedy Brown Global Value Fund (IRA Rollover) | K |
| 2014 | Vanguard Growth Index Fund (IRA Rollover) | K |
| 2014 | Vanguard Index Trust 500 (IRA Rollover) | K |
| 2014 | Vanguard Short Term Bond Fund (IRA) | K |
| 2014 | Wells Fargo Bank Money Market | K |
| 2014 | William Blair Int. Growth Fund (IRA Rollover) | K |
| 2013 | Accounts at Wells Fargo Bank | J |
| 2013 | American Beacon Large Cap | K |
| 2013 | Artio Int Eq. Fd (IRA RO) (now Aberdeen Select Int Fund) | |
| 2013 | Artisan International Fund (IRA Rollover) | K |
| 2013 | Checking Account at BB&T | J |