William S Shulman

Regions Bank account — Interest

Regions Bank(IRA) cash equivalent — Interest

Regions Bank(IRA) cash equivalent — Interest

Memill Lynch money market account — Interest

AllState Corp. common — Int/Div

Whitney Bank account — Interest

VanGuard 500 Index mutual fund See VIII for explanation — Int/Div — Distnbuted

Washington Mutual Investors Fund A — Int/Div

Ares Capital Corp. — Int/Div

NY Life Whole Life — Int/Div

Compass Bank account — Interest

Schwab Gov't Money Fund — Interest

American FD EuroPacific Growth Fund Class — Int/Div

American FD Growth Fund of America CL — Int/Div

Royce Pennsyl. Mutual FD Investment Class — Int/Div

Scwab S&P S00 Index Fund — Int/Div

Vanguard MID CAP Index Signal — Int/Div

Vanguard Windsor 11 FD Investor Share — Int/Div

Vanguard Inter Term Tax Exempt FD Investor — Int/Div

Vanguard Limited Term Tax Exempt Investor — Int/Div

Board of Directors (See Explanation in Section VIII), Jewish Family Services of Mobile, Inc

Liability — Express Loan Servicing — Student Loans

Reimbursement — Bankruptcy & Commercial : Sec. of Ala. Bar — June 10-11, 2011 — Sandestm, FL — Semmar — Food, travel, lodging

Spouse's income — 2011 — Volunteers of Amenca

1. From Section I, this non-profit was formerly known as the Federation of Jewish Charities,

2. From Section VIL, Line 7, in 2010 this was and had been held by me as custodian fof] while] was a minor. It was transferred soley to Jif name

becuusdiilj was no longer a minor, and | am no longer custodian.