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 — buy

Vanguard ST Bond Index Fund (IRA) — sale — VIII

Vanguard ST Bond Index Fund (IRA) — sale — VIII

TIAA-CREF — Interest — rollover — VIII

PNC Bank checking account — Interest

US Treasury Notes — Interest

Vanguard 500 Index Fund — Int/Div

Vanguard Extended Market Index Fund — Int/Div

Vanguard Global Equity Fund — Int/Div

Fidelity Cap Appreciation Fund — Int/Div

Fidelity Value Fund — Int/Div

Vanguard Internat Explorer Fund — Int/Div

Vanguard European Fund — Int/Div

T Rowe Price Summit Munic IM Fd — Int/Div — buy

T Rowe Price Summit Munic IM Fd — buy

T Rowe Price Summit Munic IM Fd — buy

Vanguard Equity Income Fund — Int/Div

T Rowe Price Equity Income Fund — Int/Div — sell

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

Vanguard ST Tax Exempt Fund 1 — Int/Div — buy

Vanguard ST Tax Exempt Fund 2 — Int/Div — buy

Vanguard ST Tax Exempt Fund 2 — buy

Vanguard Limited Term TE Fund — Int/Div

Vanguard Intermed TE Fund — Int/Div

Member, Temple Law School Board of Visitors

Agreement — 4/6/90 — GlaxoSmithKline, successor to former employer, provides pension and retiree group health and life insurance

Reimbursement — Seton Hall Law School — Newark, NJ

Reimbursement — Temple Law School — Phila, PA

Reimbursement — Richard Linn Inn of Court — Chicago, IL

Reimbursement — Federal Circuit Bar Association — Cambridge, MD

Reimbursement — Boston Patent Law Assoc — Boston, Mass

Income — Jan-Dec — — GlaxoSmithKline pension a — $ 88,613

Items 8, 9, 10, 26, 27, 28, and 29 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.