John D. Bates

Amer Ca» Str Common — None

Dow Ciem Common — None

Fome Denot - Common — None

J? Vorgan Case & Co - Common — None

yco Int" Common — None

3anc< of Amer. - Common — None

S_V Cor. - Common — None

Was1 Vutua Common — None

2rocter & Gam) e - Common — None

Zimmer ~ ¢gs - Common — None

Verizon Common — None — soinoff

Icearc Common — None — soinoff

Quest Diag. - Common 36 -- 3axter nt" ref — None — merger

Int’ Common — None — merger

Smith 3amey - Joint

Citiran< V.oney “unc — Interest

ATV Aggressive Growt1 — Int/Div — merger

AV Const "unc. C — Int/Div — merger

G3 (Genwort1) Life & Annuity — Int/Div

ransamerica Life Annuity ?L73 enceavor) — Int/Div

Fice ity Bue C11» Growta — Int/Div

Fice ity Divicenc Growta — Int/Div

Zir<n - USB Fin" Servs - RA -J

AT&T Inc. Common — None

3V Common — None

Mec tronic Common — None

U3S PW Retirement Money “unc — Int/Div

Wincstream Cor). Common Lo — se

Ate” Corp. Common — None — uy

Genuine arts Common — None

Untc Tec1 Common — None

Co gate ?a'mo ive Common — None

Trioune Common — None

Zir<n-U3S Fin" Servs. - RA -C

CNN Fin" Cor). Common — J1vicenc.

U3S ?W Retirement V.oney Func — enc.

Citiran< Account - 3 — Interest — witicraw

Smit 3amey -

AI'V Const. “unc — Int/Div

nvest Co. of Amer — Int/Div

Fice’ity 3'ue Chin Growth — enc.

Fice ity Divicenc Growta — Int/Div

Zir<in - U3S Fin" Servs. - Joint

Citigroun Common — None

C orox Common — None

Gannett Co. Common — None

Reimbursement — New Yor¢ aw Scio, NYC, NY — Trave anc 'oc ging ex»enses for juc ging moot court, Se»t. 9-70, 2006

Reimbursement — As»en nstitute, Queenstown, VD — -Apn 2, 2006

Income — or - Hr — “<< > yl

VII. Page 5 INVESTMENTS and TRUSTS -- income, value, transactions (Includes those of

spouse and dependent children. See pp. 34-60 of Instructions.)

Descri tionof Assets

come

@nclodmg trust assets)

Transact

dui

ring

iod

we

Rlace

ef

of

exempt

ode

od

sel

ction)

(No reportable income,

assets, or transactions)

BB NONE

-- Time Warner Common

None

K

72

T |

None

L

73 - -- United Health Common

-- Wyeth Common

None

K

74

|

|

-- RMA Money Mkt

D [Dividend

N

75

| buy/sell

var, K |

76 AES Corp. Common

| None

|

|

|

|

|

HEN

Income/Gain Codes:

A=$1,000 or less

$2,501:$5,000

F=$50,001- $100,000

B=$1,001-$2,500

D=$5,001:$15,000.

E=$15,001-$50;000

(See Col. Bl, D4)

G=$100,00

5,000,000

H2=More than $5,000,000

Value-Codes:

J=815,000 or less

000

M=$100

:001- 250,000

(See Col. C1, D3)

N=$250,001-$500,000

0=$500,001

$1,000,000 Pl

P4

50,00 ,000

3

0,001-$25,000,000

Aahve. "Matha 3nAse: Ne=A nrraicn)

P3=$25,000,001-$50,000,000

Decl Yrnot fossa. antnts Aviv)

[+ JE a

Moretha

RT FT re