Otis D. Wright 2

Fidelity Investments IRA — Distribution — Sold (part)

Dreyfus Appreciation Fund — None

Fidelity Diversified Intemational — None

Spartan 500 Index Fid Advantage Class — None

Fidelity Advisor Diversified International — None

Fidelity Capital & Income — None

Fidelity Real Estate Investment — None

Fidelity Investment Grade — None

Fidelity Short term bond — None

Fidelity Total Bond — None

Fidelity Pas Intl Fund of Funds — None

Fidelity Pas Core Income Fund of Funds — None

Goldman Sachs Large Cap Value Inst — None

Legg Mason Opport Trust Fin Interm Cl — None

Legg Mason Partners Large Cap Growth A — None

Marsico Focus — None

Merger Fund — None

Member of the Board of Trustees, Southwestern School of Law, Los Angeles

Liability — Citibank — Credit Card

Liability — Amcrican Express — Credit Card

Spouse's income — 020010 — Self-employed psychotherapist