Gene E.K. Pratter

Vanguard Total Bond Market Index Retirement #1 — Int/Div — Monthly

Vanguard Index 500 - Retirement #1 — Int/Div — Monthly

Vanguard Windsor II - Retirement #1 — Int/Div — Monthly

PMA Common Stock - Retirement #1 — None — Monthly

Vanguard Total Bond Market Index Retirement #2 — Int/Div — Monthly

Vanguard Index 500 - Retirement #2 — Int/Div — Monthly

Vanguard Windsor II - Retirement #2 — Int/Div — Monthly

DFA US Small Cap Value - Retirement #5 — Int/Div

DFA US Large Cap Value - Retirement #5 — Int/Div

Federated US Gov't - 3 - Retirement #5 — Int/Div

First Eagle Overseas - Retirement #5 — Int/Div

Janus Fund - Retirement #5 — Int/Div

Janus Overseas - Retirement #5 — Int/Div

NB Fasciano - Retirement #5 — Int/Div

Schwab Money Market - Retirement #5 — Int/Div

Westcore MIDCO Growth - Retirement #5 — Int/Div

Janus Mid Cap Value - Retirement #5 — Int/Div

Federated US Gov't - 3 -Retirement #6 — Int/Div

PMA Common Stock - Retirement #6 — None

Royce Opportunity - Retirement #6 — Int/Div

Schwab Money Market - Retirement #4 — Int/Div

Thomburg Value - Retirement #6 — Int/Div

Janus Overseas - Retirement #6 — Int/Div

Van Kampen Comstock - Retirement #6 — Sale

Janus Fund - Retirement #6 — Int/Div

Sound Shore - Retirement#6 — Int/Div — Buy

StoneRidge Small Cap - Retirement #7 — None

Baron Growth - Retirement #7 — Int/Div

Brandywine - Retirement#7 — Int/Div

DFA Emerging Markets Core Equity Retirement #7 — Int/Div — Sale

DFA International Small Value - Retirement #7 — Int/Div — Buy

DFA Intemational Value - Retirement #7 — Int/Div

DFA One Year Fixed - Retirement #7 — Int/Div

DFA US Small Cap Value - Retirement #7 — Int/Div

DFA US Large Cap Value - Retirement #7 — Int/Div

Dodge & Cox Stock - Retirement #7 — Int/Div

Federated US Gov't 1 - 3 - Retirement #7 — Int/Div

FirstEagle Overseas - Retirement #7 — Int/Div

Hotchkis & Wiley Mid Cap Value Retirement #7 — Int/Div

Julius Baer International Equity - Retirement #7 — Int/Div

Morgan Stanley Emerging Markets Retirement #7 — Int/Div

Royce Opportunity - Retirement #7 — Int/Div

Schwab Money Market - Retirement #7 — Int/Div

Vanguard Growth Equity - Retirement #7 — Sale

Westcore Mid Cap Value - Retirement #7 — Int/Div

Westcore Growth - Retirement #7 — Sale

William Blair International Growth Retirement #7 — Int/Div

Janus Fund - Retirement #7 — Int/Div — Purchase

Janus Overseas - Retirement #7 — Int/Div

Royce Value Plus - Retirement #7 — Int/Div

Third Avenue International Value Retirement #7 — Int/Div

Turner Core Growth - Retirement #7 — Int/Div — Purchase

William Blair Large Growth - Retirement #7 — Int/Div

Schwab Value Advantage - Retirement #7 — Int/Div

Adams Harkness Small Gowth - Retirement #7 — Int/Div

William Blair Int'l Small Growth Retirement #7 — Int/Div

Schwab Money Market - Trust #1 — Int/Div

Dodge & Cox Stock - Trust #1 — Int/Div

Schroder Short Term Muni - Trust #1 — Int/Div — Sale

Baron Growth - Trust #1 — Int/Div

Brandywine - Trust #1 — Int/Div

Federated Short Term Muni - Trust #1 — Int/Div

First Eagle Overseas - Trust #1 — Int/Div

Hotchkis & Wiley Large Cap Value - Trust #1 — Int/Div

Janus Fund - Trust #1 — Int/Div

Janus Overseas - Trust #1 — Int/Div

Julius Baer International Equity - Trust #1 — Int/Div

Morgan Stanley International Equity - Trust #1 — Int/Div

Morgan Stanley Emerging Markets - Trust #1 — Int/Div

NB Fasciano - Trust #1 — Int/Div

Royce Opportunity - Trust #1 — Int/Div

Tumer Core Growth - Trust #1 — Int/Div — Purchase

Westcore Mid Cap Value - Trust #1 — Int/Div

Westcore Growth - Trust #1 — Sale

Westcore MIDCO Growth - Trust #1 — Int/Div

DFA Tax Managed Marketwide Value Trust #1 — Int/Div

DFA Tax Managed US Targeted Value Trust #1 — Int/Div — Note in Part VIII

DFA US Micro Cap - Trust #1 — Int/Div

Third Avenue International Value - Trust #1 — Int/Div

Westcore International Frontier - Trust #1 — Int/Div

Baron Growth - Brokerage #1 — Int/Div

Brandywine Fund - Brokerage #1 — Int/Div

DFA Tax Mgd US Marketwide Value Brokerage #1 — Int/Div — Sale

DFA Tax Mgd US Targeted Value Brokerage #1 — Int/Div — Note in Part VIII

DFA Emerging Markets Core Equity Brokerage #1 — Int/Div

DFA Tax Mgd International Value Brokerage #1 — Int/Div

East River Bank Stock - Brokerage #1 — None

Federated Short Term Muni - Brokerage #1 — Int/Div

First Eagle Overseas - Brokerage #1 — Int/Div

Janus Fund - Brokerage #1 — Int/Div

Janus Overseas - Brokerage #1 — Int/Div

Janus Mid Cap Value - Brokerage #1 — Int/Div

Julius Baer International Equity - Brokerage #1 — Int/Div

Morgan Stanley International Equity Brokerage #1 — Int/Div

PMA Capital Common Stock - Brokerage #1 — None

Schwab Money Market - Brokerage #1 — Int/Div

Schwab Muni Value Advantage - Brokerage #1 — Int/Div

Sound Shore - Brokerage #1 — Int/Div — Sale

Westcore MIDCO Growth - Brokerage #1 — Int/Div

Schroder Short Term Muni - Brokerage #1 — Int/Div

Hotchkis & Wiley Large Cap Value Brokerage #1 — Int/Div

Hotchkis & Wiley Mid Cap Value Brokerage #1 — None — Purchase

Third Avenue International Value Brokerage #1 — Int/Div

Thomburg Int'l Value - Brokerage #1 — Int/Div

William Blair Int'l Small Growth Brokerage #1 — Int/Div

Westcore International Frontier - Brokerage #1 — Int/Div

William Blair Large Growth - Brokerage #1 — Int/Div

Baron Growth - Brokerage #2 — Int/Div

DFA Tax Mgd Marketwide Value Brokerage #2 — Int/Div — Sale

DFA Tax Mgd US Targeted Value Brokerage #2 — Int/Div — Note in Part VIII

DFA Tax Mgd Int'l Value - Brokerage #2 — Int/Div — Purchase

Dodge & Cox Stock - Brokerage #2 — Int/Div

Federated Short Term Muni - Brokerage #2 — Int/Div

First Eagle Overseas - Brokerage #2 — Int/Div

Hotchkis & Wiley Large Cap Value Brokerage #2 — Int/Div

Janus Fund - Brokerage #2 — Int/Div

Janus Overseas - Brokerage #2 — Int/Div

Julius Baer International Equity - Brokerage #2 — Int/Div

Morgan Stanley International Equity Brokerage #2 — Int/Div

Morgan Stanley Emerging Markets Brokerage #2 — Int/Div

NB Fasciano - Brokerage #2 — Int/Div

Royce Opportunity - Brokerage #2 — Int/Div

Schwab Muni Value Advantage - Brokerage # — Int/Div

Third Avenue International Value Brokerage #2 — Int/Div

Westcore Mid Cap Value - Brokerage #2 — Int/Div

Westcore Growth - Brokerage #2 — Sale

Westcore MIDCO Growth - Brokerage #2 — Int/Div

Westcore International Frontier - Brokerage #2 — Int/Div

DFA One Year Fixed - Retirement #8 — Int/Div

Federated US Gov't 1 - 3 - Retirement #8 — Int/Div

Baron Growth - Retirement #8 — Int/Div

Brandywine Fund - Retirement #8 — Int/Div

DFA Emerging Markets Core Equity Retirement #8 — Int/Div — Sale

DFA Intemational Value - Retirement #8 — Int/Div

DFA US Large Cap Value - Retirement #8 — Int/Div

DFA US Small Cap Value - Retirement #8 — Int/Div

DFA US Micro Cap - Retirement #8 — Int/Div

Dodge & Cox Stock - Retirement #8 — Int/Div

DFA Intl Small Cap Value - Retirement #8 — Int/Div — Purchase

First Eagle Overseas - Retirement #8 — Int/Div

Hotchkis & Wiley Large Cap Value Retirement #8 — Int/Div

Hotchkis & Wiley Mid Cap Value Retirement #8 — Int/Div — Purchase

Janus Fund - Retirement #8 — Int/Div

Janus Mid Cap Value - Retirement #8 — Int/Div — Sale

Janus Overseas - Retirement #8 — Int/Div

Julius Baer International Equity - Retirement Hs — Int/Div

Morgan Stanley Emerging Markets Retirement #8 — Int/Div — Sale

Morgan Stanley International Equity Retirement #8 — Int/Div

NB Fasciano - Retirement #8 — Int/Div

Royce Value Plus - Retirement #8 — Int/Div

Schwab Money Market - Retirement #8 — Int/Div

Third Avenue International Value Retirement #8 — Int/Div

Wheeler Terrace LTD — Int/Div

PNC Bank Accounts — Int/Div

Nantucket Bank Account — Int/Div

Wescott Nova LP — None

PMA Restricted Stock — None — Sale

AT & T Common Stock (X) — Int/Div — Note in Part VII

Nationwide Financial Services Common Stock (X) — Int/Div — Note in Part VII

Vanguard Index 500 - Retirement #1 — Int/Div — Monthly

Vanguard Windsor II - Retirement #1 — Int/Div — Monthly

Vanguard International Growth - Retirement #1 — Int/Div — Monthly

Vanguard Total Bond Market Index Retirement #2 — Int/Div — Monthly

Vanguard Index 500 - Retirement #2 — Int/Div — Monthly

Vanguard International Growth - Retirement #2 — Int/Div — Monthly

DFA US Small Cap Value - Retirement #5 — Int/Div

DFA US Large Cap Value - Retirement #5 — Int/Div

Federated US Gov't I - 3 - Retirement #5 — Int/Div

First Eagle Overseas - Retirement #5 — Int/Div

Janus Fund - Retirement #5 — Int/Div

Janus Overseas - Retirement #5 — Int/Div

NB Fasciano - Retirement #5 — Int/Div

Schwab Money Market - Retirement #5 — Int/Div

Westcore MIDCO Growth - Retirement #5 — Int/Div

Janus Mid Cap Value - Retirement #5 — Int/Div

William Blair Int'l Small Growth Retirement #5 — Int/Div

Federated UJS Gov't - 3 - Retirement #6 — Int/Div

Royce Opportunity - Retirement #6 — Int/Div

Schwab Money Market - Retirement #4 — Int/Div

Thomburg Value - Retirement #6 — Int/Div

Janus Overseas - Retirement #6 — Int/Div

Janus Fund - Retirement #6 — Int/Div

Sound Shore - Retirement#6 — Int/Div — Buy

StoneRidge Small Cap - Retirement #7 — None

Baron Growth - Retirement #7 — Int/Div

Brandywine - Retirement#7 — Int/Div

DFA US Micro Cap - Retirement #7 — Int/Div

DFA Emerging Markets Core Equity Retirement #7 — Int/Div — Sale

DFA Intemational Value - Retirement #7 — Int/Div

DFA One Year Fixed - Retirement #7 — Int/Div

DFA US Small Cap Value - Retirement #7 — Int/Div

Dodge & Cox Stock - Retirement #7 — Int/Div

Federated US Gov't - 3 - Retirement #7 — Int/Div

First Eagle Overseas - Retirement #7 — Int/Div

Julius Baer International Equity - Retirement #7 — Int/Div

Morgan Stanley International Equity Retirement #7 — Int/Div

Morgan Stanley Emerging Markets Retirement #7 — Int/Div

Royce Opportunity - Retirement #7 — Int/Div

Schwab Money Market - Retirement #7 — Int/Div

Vanguard Growth Equity - Retirement #7 — None — Sale

Westcore International Frontier - Retirement #7 — Int/Div

Westcore Mid Cap Value - Retirement #7 — Int/Div

Westcore Growth - Retirement #7 — None — Sale

Westcore MIDCO Growth - Retirement #7 — Int/Div

William Blair Intemational Growth Retirement #7 — Int/Div

Janus Fund - Retirement #7 — Int/Div — Purchase

Janus Overseas - Retirement #7 — Int/Div

Royce Value Plus - Retirement #7 — Int/Div

Third Avenue International Value Retirement #7 — Int/Div

Turner Core Growth - Retirement #7 — Int/Div — Purchase

William Blair Large Growth - Retirement #7 — Int/Div

Schwab Value Advantage - Retirement #7 — Int/Div

Adams Harkness Small Gowth - Retirement #1 — Int/Div

William Blair Int'l Small Growth Retirement #7 — Int/Div

Schwab Money Market - Trust #1 — Int/Div

Dodge & Cox Stock - Trust #1 — Int/Div

Schroder Short Term Muni - Trust #1 — Int/Div — Sale

Baron Growth - Trust #1 — Int/Div

Brandywine - Trust #1 — Int/Div

Federated Short Term Muni - Trust #1 — Int/Div

Hotchkis & Wiley Large Cap Value - Trust #1 — Int/Div

Janus Fund - Trust #1 — Int/Div

Janus Overseas - Trust #1 — Int/Div

Morgan Stanley International Equity - Trust Hl — Int/Div

Morgan Stanley Emerging Markets - Trust #1 — Int/Div

Royce Opportunity - Trust #1 — Int/Div

Westcore Mid Cap Value - Trust #1 — Int/Div

Westcore Growth - Trust #1 — None — Sale

Westcore MIDCO Growth - Trust #1 — Int/Div

DFA Tax Managed Marketwide Value . Trust #1 — Int/Div

DFA Tax Managed US Targeted Value Trust #1 — Int/Div — Note in Part VIII

DFA US Micro Cap - Trust #1 — Int/Div

Third Avenue International Value - Trust #1 — Int/Div

DFA Tax Mgd Int'l Value - Trust #1 — Int/Div

Baron Growth - Brokerage #1 — Int/Div

Brandywine Fund - Brokerage #1 — Int/Div

DFA Tax Mgd US Marketwide Value Brokerage #1 — Int/Div — Sale

DFA Emerging Markets Core Equity Brokerage #1 — Int/Div

DFA Tax Mgd Intemational Value Brokerage #1 — Int/Div

EastRiver Bank Stock - Brokerage #1 — None

Federated Short Term Muni - Brokerage #1 — Int/Div

First Eagle Overseas - Brokerage #1 — Int/Div

Janus Fund - Brokerage #1 — Int/Div

Janus Overseas - Brokerage #1 — Int/Div

Janus Mid Cap Value - Brokerage #1] — Int/Div

Juhus Baer International Equity - Brokerage #1 — Int/Div

Morgan Stanley Intemational Equity Brokerage #1 — Int/Div

PMA Capital Common Stock - Brokerage #1 — None

Schwab Money Market - Brokerage #1 — Int/Div

Sound Shore - Brokerage #1 — Int/Div — Sale

Westcore MIDCO Growth - Brokerage #1 — Int/Div

Hotchkis & Wiley Large Cap Value Brokerage #1 — Int/Div

Hotchkis & Wiley Mid Cap Value Brokerage #1 — None — Purchase

Thomburg Int'l Value - Brokerage #1 — Int/Div

William Blair Int'l Small Growth Brokerage #1 — Int/Div

Westcore International Frontier - Brokerage #1 — Int/Div

William Blair Large Growth - Brokerage #1 — Int/Div

Baron Growth - Brokerage #2 — Int/Div

DFA US Micro Cap - Brokerage #2 — Int/Div

DFA Tax Mgd Marketwide Value Brokerage #2 — Int/Div — Sale

DFA Tax Mgd US Targeted Value Brokerage #2 — Int/Div — Note in Part VIII

DFA Tax Mgd Int'l Value - Brokerage #2 — Int/Div — Purchase

Dodge & Cox Stock - Brokerage #2 — Int/Div

First Eagle Overseas - Brokerage #2 — Int/Div

Hotchkis & Wiley Large Cap Value Brokerage #2 — Int/Div

Hotchkis & Wiley Mid Cap Value Brokerage #2 — Int/Div

Janus Fund - Brokerage #2 — Int/Div

Janus Overseas - Brokerage #2 — Int/Div

Julius Baer International Equity - Brokerage wn — Int/Div

Morgan Stanley International Equity Brokerage #2 — Int/Div

Morgan Stanley Emerging Markets Brokerage #2 — Int/Div

NB Fasciano - Brokerage #2 — Int/Div

Royce Opportunity - Brokerage #2 — Int/Div

Schwab Money Market - Brokerage #2 — Int/Div

Schroder Short Term Muni - Brokerage #2 — Int/Div

Third Avenue International Value Brokerage #2 — Int/Div

Tumer Core Growth - Brokerage #2 — Int/Div — Purchase

Westcore Mid Cap Value - Brokerage #2 — Int/Div

Westcore Growth - Brokerage #2 — None — Sale

Westcore MIDC® Growth - Brokerage #2 — Int/Div

Westcore Intemational Frontier - Brokerage #2 — Int/Div

DFA One Year Fixed - Retirement #8 — Int/Div

Federated US Gov't] - 3 -Retirement #8 — Int/Div

Brandywine Fund - Retirement #8 — Int/Div

DFA Emerging Markets Core Equity Retirement #8 — Int/Div — Sale

DFA International Value - Retirement #8 — Int/Div

DFA US Small Cap Value - Retirement #8 — Int/Div

DFA US Micro Cap - Retirement #8 — Int/Div

Dodge & Cox Stock - Retirement #8 — Int/Div

DFA Int'l Small Cap Value - Retirement #8 — Int/Div — Purchase

First Eagle Overseas - Retirement #8 — Int/Div

Janus Fund - Retirement #8 — Int/Div

Janus Mid Cap Value - Retirement #8 — Int/Div — Sale

Janus Overseas - Retirement #8 — Int/Div

Julius Baer International Equity - Retirement #8 — Int/Div

NB Fasciano - Retirement #8 — Int/Div

Royce Opportunity - Retirement #8 — Int/Div

Royce Value Plus - Retirement #8 — Int/Div

Schwab Money Market - Retirement #8 — Int/Div

StoneRidge Small Cap Equity - Retirement 48 — None

Third Avenue International Value Retlrermciting — Int/Div

Tumer Core Growth - Retirement #8 — Int/Div — Purchase

Vanguard Growth Equity - Retirement #8 — None — Sale

Westcore International Frontier - Retirement H8 — Int/Div

Westcore Mid Cap Value - Retirement #8 — Int/Div

Westcore MIDC® Growth - Retirement #8 — Int/Div

William Blair International Growth Retirement #8 — Int/Div

William Blair Large Cap Growth Retirement #8 — Int/Div

Equitable Variable Life - Alliance Common Stock — None — Buy

Equitable Variable Life - Alliance Common Stock — Buy

Equitable Vanable Life - Alliance International — None — Buy

Equitable Vanable Life - Alliance International — Buy

Duane Morris LLP Partnership Capital Account — Int/Div — Note in Part VIII

Carlyle Real Estate LLP — Int/Div

Wheeler Terrace LTD — Int/Div

PNC Bank Accounts — Int/Div

Nantucket Bank Account — Int/Div

PMA Restricted Stock — None — Sale

AT & T Common Stock (X) — Int/Div — Note in Part VII

Nationwide Financial Services Common Stock (X) — Int/Div — Note in Part VII

Co-Trustee

3, Litem. 1 5 wes fae] oy 1) 3 ow

Agreement — 2007 — Post-resignation return of capital. Parties: Duane Morris LLP & Gene E.K. Pratter. Capital returned in 2007

Reimbursement — Northwestern Univ Law School — Chicago, IL

Spouse's income — 2007 — PMA Capital Corporation (Sr. VP & General Counsel)

1. Section VII, page 9, lines 86 and 94, and page 11, line 122. This was formerly known as DFA Tax Managed US Small Cap Value.

2. Section VII, page 14, line 186. DM Partnership Capital Account. As disclosed in Section Il, Agreements, the Filer received a return of capital in 2007. All

capital has been retumed. There will be no future distributions

3. Section VII, page 15, line 193. Ownership of AT & T stock has been erroneously left off previous Financial Disclosure Reports. Discovered ownership in

2007. Date of acquisition unknown. Based on the number of shares owned and the historical share price, the valuation code at acquisition would be "J".

3. Section VII, page 15, line 194. Ownership of Nationwide Financial Services stock was erroneously left off previous Financial Disclosure Reports. Discovered

ownership in 2007. Date of acquisition was [1/30/99. The valuation code at acquisition was "J"