Alan David Lourie

Vanguard Tax Exempt MM Fund 1 — Int/Div

Vanguard Tax Exempt MM Fund 2 — Int/Div

Franklin Templeton Mutual Shares Fund — Int/Div

Vanguard Health Care Fund — Int/Div

T Rowe Price Cap Appreciation Fund (IRA) — Int/Div

Vamguard Windsor II Fund — Int/Div

Vanguard ST Bond Index Fund (IRA) — Int/Div — (arorld)

Vanguard ST Bond Index Fund (IRA) — Sold (part) — VIII

TIAA-CREF — Interest — rollover — VIII

PNC Bank checking account — Interest

US Treasury Notes — Interest

Vanguard 500 Index Fund — Int/Div — Buy (add'l)

Vanguard Extended Market Index Fund — Int/Div

Vanguard Global Equity Fund — Int/Div

Fidelity Cap Appreciation Fund — Int/Div — Sold

Fidelity Value Fund — Int/Div — Sold

Vanguard Internat Explorer Fund — Int/Div

Vanguard European Fund — Int/Div

T. Rowe Price Summit Munic IM Fd — Int/Div — Buy (add'l)

T. Rowe Price Summit Munic IM Fd — Buy (add'l)

T. Rowe Price Summit Munic IM Fd — Li:

T. Rowe Price Summit Munic IM Fd — Buy (add'l)

T. Rowe Price Summit Munic IM Fd — Sold

Vanguard Equity Income Fund — Int/Div — Sold

T Rowe Price Short Term Bond Fund (IRA) — Int/Div — sale — VIII

T Rowe Price Short Term Bond Fund (IRA) — Sold (part) — VIII

T Rowe Price Short Term Bond Fund (IRA) — sale — VIII

T Rowe Price Short Term Bond Fund (IRA) — sale — VIII

T Rowe Price Short Term Bond Fund (IRA) — sale — VIII

T Rowe Price Short Term Bond Fund (IRA) — Sold (part) — VIII

Vanguard ST Tax Exempt Fund 1 — Int/Div — Sold (part)

Vanguard ST Tax Exempt Fund 1 — Sold (part)

Vanguard ST Tax Exempt Fund 2 — Int/Div — Co, dt

Vanguard Limited Term TE Fund 1 — Int/Div

Vanguard Intermed TE Fund — Int/Div — Sold

TR Pnce Intermat Disc Fd (IRA) — Int/Div

TR Price New Horizon Fd (IRA) — Int/Div — buy

Vanguard Dividend Growth Fund — Int/Div — Buy

Vanguard Dividend Growth Fund — Buy (add'l)

Vanguard PrimeCap Core Fd — Int/Div — Buy

Vanguard PrimeCap Core Fd — Buy (add'l)

Vanguard Limited Tm TE Fund 2 — Int/Div — Buy

T. Rowe Price GNMA Fd — Int/Div — Buy

Sequoia Fund — Int/Div — Buy

Trust (following item)

PNC Bank checking account — None — Closed

Gift — Intellectual Property Owners Educati onal Foundation — linner for GEIR me when I was bonored — $1,250.00

Reimbursement — Harvard Law School — 0/8/08-9/9/08 — Cambndge, Mass — participate in IP conf — hotel, airfare, meals

Reimbursement — State bar, IP section — 9/26/08-9/27/08 — Williamsburg, VA — give speech to conference — hotel, mileage, meals

Income — Jan-Dec — GlaxoSmithKline pension — $88.273.00

Items 8, 9, 10, 26, 27, 28, 29, 30, and 31 in Part VII do not provide gains in D4, because they were within an IRA or a rollover so that there was no recognized

gain.