Catherine Peek McEwen

Wachovia Bank DDA/CD/savings/MMA accounts — Interest

AmeripriseONE Financial Acct « MMA (non-IRA) — Int/Div

State Farm Bank Account — Interest

State Farm Life Ins. Co. Var. Deferred Annuity (ROTH IRA) — Interest

Ameriprise MMA for Brokerage Acc'ts for IRAs — Interest

AMERPRISE IRA #1 (SEP) (nos. 7-14 below)

Oppenheimer Global Strat. Inc. A (OPSIX) — Int/Div

Oppenheimer Main St. Select A (OMSOX) — Int/Div

Oppenheimer Main St. Sm.-M/Cap Class A {OPMSX) — Int/Div

Oppenheimer Sm. and Mid Cap Value Class A (QVSCX) — None

Oppenheimer Select Value (OSVAX) — Int/Div

Oppenheimer Intl Diversified Class A HOIDAX) — Int/Div

Calamos Invt Trust New Growth Fund Class A ICVGRX) — Int/Div

Calamos Invt TR New Conv FD-Class A (CCVIX) — Int/Div

AMERPRISE IRA #2 (Annuity) (nos. 16-24 below)

AllBerm VPS Intl Val — Int/Div

Fid VIP Contrafd C1 2 — Int/Div

Fid VIP Mid Cap C12 — Int/Div

COL VP Dw Eq Inc Fd — Int/Div

COL VP Mud Cap Value — Int/Div

Wanger US Smaller Co — Int/Div

Wanger Intl Small Cap — Int/Div

FT VIP Small Cap Valu — Int/Div

Oppenheimer Strat Bond — Int/Div

AMERPRISE IRA #3 (Reg. IRA) (nos 26-27 below)

Thomburg Value Fund Class A M/F (R/O) — Int/Div

Putnam Absolute Ret. 700-B — Int/Div

Sin — None

Florida Prepaid Tuition Plan — None

Florida Prepaid Tuition Plan — None

President, (active for collection purposes only)

Advisory Board Member, Salesian Youth Center (charitable orgamzation)

Gift — Richard Sanchez/Advantica/Paul Bilzerian — Two Rays skybox seats for opening day, food and beverages, Evan Longoria signed bat — $450.00

Gift — Tampa Bay Bankruptcy Bar Association — Dues waiver, $75; regular lunches holiday party, 9 pizza lunches,.. cont'd fw Pr VILL — $600.00

Gift — Twa Dunsford'Gray-Robinson law firm — Three Rays dugout tickets, two Lightning tickets — $745.00

Gift — American Bankruptcy Institute — Comp'd registration fees, lodging mentioned in Pr. IV, lines 2 and § — $1,937.75

Gift — The Flonda Bar — Comp'd meals and waived registration fees mentioned in Pt. IV, lines 4, 6,and 11. — $929.32

Reimbursement — The Florida Bar — 1/19-2002011 — Tampa, FL — TFB midyear meeting — parking.

Reimbursement — American Bankruptcy Institute — 3101272011 — Tampa, FL — Paskav seminar — parking and meals (plus registration fee waiver reported in Pr V),

Reimbursement — The Flonda Bar — 4/15°2011 — Ft. Lauderdale, FFL — TFB IP Symposium — air fare, ground transportation, (unch, and parking.

Reimbursement — (plus registration fee waiver and comp'd lunch reported in Pt. V).

Reimbursement — waiver and comp'd hotel reported in Pt Vv).

Reimbursement — The Florida Bar — 92-5201) — Naples, FL — TFB Business Law Section retreat — mileage, food, lodging, tips, parking (plus registration fee waiver reported in Pt. V).

Reimbursement — Hillsborough County Bar Association — 9202011 — Tampa, FL — Half-day RE seminar (co. sponsored with TBBBA) — lunch (plus registration fee waiver reported in Pt. V).

Reimbursement — National Conference of Bankruptcy Judges — 10/12-1572011 — Tampa, FL — NCB) annual conference — parking. lodgmg, and dinner

Reimbursement — Amecican Bankruptcy Institute — 10/13.2011 — Tampa, FL — NCBJ annual conference ABI Roundtables — parking and lodging.

Reimbursement — Association — (plus registration fee waiver and comp'd meal reported m Pt. V).

Reimbursement — The Florida Bar — 11230-12/1201) — Fort Lauderdale, FL — TFB Business Law Section mid-year meeting — ar Tare, rental car, lodging, parking, tips (plus comp'd meals reported in Pt. V).

Vv

No. 3: 1/2 day seminar registration fee waiver, annual dinner, annual dinner token gift, total value $525.00 (no individual gift item exceeds $134.00, although

together all items exceed $335.00).

VIL

No. I: The aggregate includes the balance of my closely held P.A. DDA account.

No. 13: My 2010 FDR shows the name of this fund as Calamos Growth Fund-Class B M/F (CVGBX). This is what my 12-31-10 SEP IRA statement showed.

Without explanation, my 1-1-2011 SEP IRA statement shows the name | have listed. | have written to Calamos to ask why the fund name and class changed.

No. 14: My 2010 FDR shows the name of this fund as Calamos Convertible Fund-Class B M/F (CALBX). This is what my 12-31-10 SEP IRA statement

showed. Without explanation, my 1-1-2011 SEP IRA statement shows the name | have listed. 1 have written to Calamos to ask why the fund name and class

changed.

No. 15: On whole, this annuity lost $17,658.20, so most if not all of the income in Col. B for the various funds comprising the annuity was negative.

No. 19, 20: These funds underwent a name change from Riversource to Columbia, as I understand it, sometime between April and June, 2011.

No. 8: This fund changed its name from that reported in my 2009 FDR.

No. 9: This fund changed its name from that reported in my 2009 FDR.

No. 10: This fund changed its name from that reported in my 2009 FDR.

No. 15: This fund reported a nominal long-term capital gain of $209.47 on 12/2/10, and 1 did not know where to report it.

No. 29: This fund automatically converted my B shares to A shares on 02/09/10 because | hid held them the requisite time to avoid 4 contingent deferred sales

charge in the event I sell these shares.

No. 31. My P.A. has an attorney's trust account that is not and should not be reflected as an asset of the PLA. It is a Florida Bar IOTA account, with interest

payable to The Florida Bar. The value of my P.A. is based on potential receivables and a DDA bank balance that is also included in line 1 on Part VII; changes

in value over the year occur as i result of any after-tax distrbutions to me shown in Part 111-A (none in 2010) and as a result of payment of ordinary P.A. expenses

(storage, etc.) from the bank account.

Nos. 32-33: Pursuant to privacy recommendations, | have used |

for whom | have purchased these plans.