JPMorgan Chase Bank, N.A. 270 Park Avenue, New York, NY 10017-2014 SOUTHERN FINANCIAL LW ACCT. For the Period 11/1/13 to 11/30/13 Asset Account J.P. Morgan Team Table of Contents Page Wiliam Sheridan Banker Account Summary 2 Justin Nelson Banker Holdings Paul Barrett Investment Specialist Equity 4 Janet Young Client Service Team Alternative Assets 6 Gina Magliocco Client Service Team Cash 8 Fixed Income 8 Jason Grosse Online access Client Service Team www.jpmorganonline.com Portfolio Activity 12 Please see disclosures located at the end of this statement package for important information relating to each J P Morgan account(s) JP Morgan Account Page 1 of 28 Consolidated Statement Page 4 Confidential Treatment Requested by JPMorgan Chase CONFIDENTIAL JPM-SDNY-00023590 SDNY_GM_00292788 EFTA01499783