William Lockhart Garwood

JP Morgan Chase & Co Common — Int/Div

Morgen Sealey Commer 106. -Comal TX Indpt Sch Dist Due 2/1/15 — Interest — ttn tut ttt Cea —

Huntsville Tex Indpt Sch Dist GO Due 2/15 ni 108. -Peabody Energy Corp Common 109. —e ee 110. -San Antonio Tex 2006 Obligs-OID Due 2/ 01/19 111. -Plano Tex Indpt Sch Dist for GO Ref BD S-OID Due 2/15/18 — Interest — part) Sold

Gregory Portland Tex Indpt Sch GO Ref ‘BDS Due 2/15/13 — Interest

Caterpillar Inc Common — Int/Div

Spectra Energy Corp Common (Spinoff fr om Duke Energy Corp) — Int/Div

UBS AG Common — None

Patriot Coal Corp Common (Spinoff from Peabody Energy Corp) — None — Sold

Baytown Tex GO Bds 4.0% due 2/1/20 — None — Buy

Houston Tex Cmnty College Sys 4.0% due 2/15/21 — Interest — Buy

Tomball Tex Indpt Sch Dist 4.0% due 2/15/ 21 — None — Buy

Partner (Joint Venturer) EE HE eerste ———————rrre es —, U.S. 183 Venture (See Section VIII continuation) TE —————

Member os..., Salvation Army, Austin, Texas, Advisory Board Ey i irrreretrmmim——

Section 1: The U.S. 183 Venture (the Venture") is a joint venture in which I am one of several joint venturers; the Venture does not and did not engage in active

business, and its sole function is and was ownership, related maintenance, leasing (and possible disposition) of a single tract of land (which was acquired in August

1982, is located in Travis County, Texas, and is and was essentially unimproved, except for tenant house, associated outbuildings, fences and the like) held as a

passive investment; it had and has a "managing venturer,” at all times a person other than myself; my relationship with it is and has been only as a passive investor.

Section VII, Line 53: Respecting all fractional overriding royalty interests (royalty interest #'s 1-10 & 12) in mineral leases as listed on pages 5, 6 and 7 (lines

25-53 of Section VII), GD owns these interests and acquired them by inheritance many years ago and neither she nor I is or was a party to any of the leases (or

assignments) or instruments creating the interests, and her interest is entirely passive; I do not consider that GSN (or I) has or had, by virtue of her ownership of

these royalty interests, any financial interest in any entity making the royalty paym

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