Jon Phipps McCalla

IST TN BANK - CHECKING/ SAVING, MEMPHIS. TN — Interest

FARMS, SHELBY CO, TN — Rent

SHS TRUSTMARK BANK COMMON — Int/Div

FARM LAND #1, SHELBY COUNTY, TN 12/16/94 — Reat

FARM LAND #2, SHELBY COUNTY, TN 11/2894 — Rent

FARM LAND #3, SHELBY COUNTY, TN 112804 — Rent

SHS TRUSTMARK BANK COMMON — Int/Div

IRA-WELLS FARGO-FIRST EAGLE SOGENFDS INCGLOBALFDCL A — Int/Div

IRA-WELLS FARGO-AMERICAN FUNDS NEW PERSPECTIVE — Int/Div

IRA-WELLS FARGO-FLOWERS INDUSTRIES SHS COMMON — None

SHS HANOVER INS — Int/Div

AMERICAN FUNDS-INVESTMENT CO OF AMERICA — Int/Div

AMERICAN FUNDS-AMERICAN NEW PERSPECTIVES FUND — Int/Div

FRACTIONAL INTERESTS IN FARM LAND. SHELBY CO. TN — Rent

FRACTIONAL INTEREST IN FARM LAND. INHERITED. SHELBY CO. IN — Rent

IRA-WELLS FARGO-VAN KAMPEN FD- VAN KAMPEN GROWTH & INCOME — Int/Div

IRA-WELLS FARGO-AMERICAN FUNDS-GROW TH FUND OF AMERICA — None

IRA-WELLS FARGO-ALLSTATE LIFE INS T-LINK ANNUITY — Interest

COMMERCIAL REAL ESTATE MEMPHIS, TN — Reat

IRA-WELLS FARGO-GENERAL ELECTRIC — None

IRA-WELLS FARGO-HOTCHKIS & WILEY FD- LRG CAP VAL FDS CLC — Int/Div

PUTNAM FUNDS-PUTNAM FLOATING RATE INCOME FD CLC — Int/Div

IRA-WACHOVIA-CASH — Interest

WACHOVIA BANK DEPOSIT SWEEP — Interest

SHS TRUSTMARK BANK COMMON — Int/Div

AMERICAN FUNDS-TAX EXEMPT BOND FUNDCL C — Interest

AMERICAN FUNDS-TAX EXEPMT BOND FUNDCL A — Interest

CALAMOS INVT TR NEW CONVERTIBLE FUND — Int/Div

ING FUNDS INTERMEDIATE BOND FUND — Int/Div

PUTNAM DIVERSIFIED INCOME TR — Int/Div

IRA-WELLS FARGO-INVESCO CONSTELLATION FUND. INSTL — None

IRA-WELLS FARGO-CALAMOS NEW MARKET NEUTRAL CL — None

IRA-WELLS FARGO-CALAMOS INVT TR NEW CONVERTIBLE CL 1 — Int/Div

IRA-WELLS FARGO-GROWTH FUND OF AMERICACL FI — Int/Div

IRA-WELLS FARGO-HOTCHKIS & WILEY LARGE CAP VALCL — Int/Div

IRA-WELLS FARGO-FIRST EAGLE FDS INC GLOBAL — Int/Div

FIDELITY-NUVEEN DIVID ADVANT MUN FD — Int/Div

FIDELITY-NUVEEN PREMIER MUN INC FD — Int/Div

FIDELITY-NUVEEN INVT QUALITY MUN FUND — Int/Div

FIDELITY-NUVEEN QUALITY INCOME MUN FUND — Int/Div

FIDELITY-NUVEEN SELECT QUALITY MUN FUND — Int/Div

FIDELITY-CASH — Interest

FIDELITY-WESTERN ASSET MANAGED (ticker MMU) FUND — Int/Div

TEMPLETON GLOBAL BOND FUND — Int/Div — Buy

PROCTOR & GAMBLE — None — Buy

GENERAL MILLS — None — Buy

IRA-WELLS FARGO CAP X1 6.25% — None — Buy

IRA-TEMPLETON INCOME TR GLOBAL ADV — None — Buy

IRA-TEMPLETON GLOBAL BOND FUND — None — Buy

IRA-PIMCO GLOBAL MULTI ASSET — Int/Div — Buy

IRA-MORGAN STANLEY FLEXIBLE INCOME — None — Buy

IRA-LORD ABBOT SHORT DURATION INCOME — None — Buy

IRA-LOOMIS SAYLES STRATEGIC INCOME — None — Buy

IRA-LOOMIS SAYLES INVT GRADE BOND — Int/Div — Buy

IRACNVESTMENT CO OF AMERICA — None — Buy

IRA-HUSSMAN INVT STRATEGIC TOTAL RETURN — None — Buy

IRAGENERAL ELECTRIC — None — Buy

IRA-GATEWAY FUND — None — Buy

IRA-FIDELITY ADV NEW INSIGHTS — None — Buy

IRA-FIDELITY ADV STRATEGIC INCOME — None — Buy

IRA-DOUBLELINE TOTAL RETURN BOND — None — Buy

IRACOLUMBIA ACORN FUND — None — Buy

IRA-BOND FUND OF AMERICA — Int/Div — Buy

IRA-AIM SECTOR INVESCO VAN KAMPEN COMSTOCK — None — Buy

IRA-INVESCO CORE PLUS BOND FUND — None — Buy

IRAAT&T — None — Buy

IRALCASH — None — Buy

Spouse's income — 2011 — MCCALLA EAR, NOSE & THROAT, PC. «- PHYSICIAN

SCHEDULE VII, LINE 2

1/3 INTEREST IN

FARMS, SHELBY COUNTY, TENNESSEE WAS PURCHASED ON JULY 20, 1982 FOR $96,800, THIS LAND IS IN

AGRICULTURAL USE,

SCHEDULE VII, LINE 4

INHERITED AN UNDIVIDED 1/12 INTEREST IN FARM LAND IN SHELBY COUNTY, TENNESSEE, DATED 12/16/94,

SCHEDULE VII, LINES S & 6

RECEIVED AN UNDIVIDED 1/6 INTEREST IN FARM LAND AND AN UNDIVIDED 1/12 INTEREST IN FARM LAND LOCATED IN SHELBY

COUNTY, TENNESSEE, DATED 11/2894,

SCHEDULE VIL, LINE 14

FRACTIONAL INTERESTS IN FARM LAND IN SHELBY COUNTY, TENNESSEE GIFTED IN 2000,

SCHEDULE VIL, LINE 15

FRACTIONAL INTEREST IN FARM LAND IN SHELBY COUNTY, TENNESSEE INHERITED IN 1992.

SCHEDULE VII, LINE 19

COMMERCIAL REAL ESTATE WAS PURCHASED 8/3/03 FOR $479,988.

SCHEDULE VII, LINES 50-70

THESE ADDITIONS WERE A ROLLOVER FROM AN EMPLOYER SPONSORED PLAN TO THE IRA.