Malcolm Jones Howard

Nat'l Financial Services LLC -IRA #1 (See Part VIID — Int/Div — Distributed

Family Dollar Stores (common) — Sold

Terex Corp (common) — Sold

USAA Investment Mgmt Company - [RA #2 — Int/Div

USAA Investment Mgmt Company - [RA #3 — Int/Div

USAA Precious Metals & Minerals Fund — Buy (add'l)

Nat'l Fmancial Services LLC - IRA #4 (See Part VIID — Int/Div — Distributed

Family Dollar Stores (common) — Sold

Southwestem Life Ins Co ~ whole life policy #1 — Interest

Southwestem Life Ins Co - whole life policy Fy] — Interest

6.8 acres undeveloped land, Wilkes Cnty, NC (assess $35,280) — None

Spouse's income — 2009 — Self-employed (interior design)

IRA # } listed as Item 1 in Part VII was liquidated on June 8, 2009 and the entire balance in the account was distributed to the account holder. The account holder

then rolled the entire amount over to IRA # 2 and invested the additional amount as indicated in Item 6 in Part VIL.

IRA #4 listed as [tem 9 in Part VII was liquidated on June 9. 2009 and the entire balance in the account was distributed to the account holder. The account holder

then rolled the entire amount over to TRA # 3 and invested the additional amount as indicated in Item 8 in Part VII.