Gerald Bruce Lee

Alliance Capital Reserves Money Market Fund (401 kK )* — Interest

Wal Mart Stores. Inc.(IRA) — Int/Div

Vanguard Total Stock Index Fund, IRA* — None — Sold

Vanguard Total Stock Mkt Index IRA* — None — Sold

Vanguard US Growth IRA* — None — Sold

Vanguard US Growth Fund IRA* — None — Sold

Vanguard 500 Index Fund IRA® — None — Sold

Vanguard Capital Opp IRA* — None — Sold

DWS Funds Strategic Yield Tax Free — None — Buy

Fidelity Fund IRA* — None — Sold

Fidelity Growth Strategy fka FAG* — None — Sold

Vanguard Health Care Fnd® IRA — None — Sold

Black Rock Global Allocation Fund, Inc — None — Buy

First Eagle Sogen Global FD CL ¢ — None — Buy

Hartford Balanced Allocation FD CL ( — None — Buy

Lord Abbet Diversified Income Strategy Class C — None — Buy

Russell 3000 Index* — None — Sold

pm 401K) Retirement Plan and Trust — None — Buy (add'l)

Johnson Controls — Int/Div

Board of Trustees, The American University

Baord of Advisors, Marshall Brennan Program The American University Washington College of Law

Dean's Advisory Council, The American University Washimgton College of Law

Agreement — 04/16/99 — Delaware Charter Guarantee Trust Company, IRA FBO Gerald Bruce Lee

Reimbursement — Just the Beginning Foundation — September 26-28, 2012 — Chicago, lhinois — Teach, Presentation — transportabon, hotel, and meals

Reimbursement — Corporate Counsel Conference

Reimbursement — Virginia State Bar National Trial Ad

Reimbursement — Practising Law Institue_Patent Law Seminar — February 3, 2012 — New York, New York — Teach — transportation, hotel, and meals

Reimbursement — Conclave on Education, : Virginia State Bar — Ampil 22-23, 2012 — Charlottesville, Virgina — Teach — trunsportatbon, hotel, and meals

(1) | removed the information as directed.

(2) See above, Vanguard 500 Index Fund, Vanguard Health Care Fnd IRA were sold and reinvested in items 9, 13, 14, 15, and 16 on December 10, 2012.

(3) Your letter instructs me not to list the stock 1 purchase monthly because the amount does not exceed $1,000. 1 will comply and remove the fact that 1 do

purchase shares of Walmart Stores, Inc., General Mills Corporation, and General Electric Corporation. | will continue to recuse myself from matters involving

these entities because as | understand the law | may not preside over a case where 1 own stock in a corporations. Items No. 19, 20, and 22 are removed from this

Amended FDR.

(4) As per your staff's direction I removed listing Opp Quest for Oppty Fund, AIM Costellation, Johnson Controls, Vanguard Treasury M/Market Fund, and TIAA-

Cref Tax Exempt Bond Fund because my investment in these entities did not equial $1,000 per month. | do own some shares in Johnson Controls which remains

listed on the Amended FDR.

|