Bruce D. Black

NW Mutual Life Ins — Int/Div

NM Public Empl. Defer. Comp. — None

American Funds - Europacific Growth Fd. RS

Dodgecox Stock Fd

American Funds - Incm Fnd of America, Inc.

Wachovia IRA — Int/Div

Davis NY Venture-A Fund

Davis Growth - A Fund — see Part VIII

FPA New Income Inc

Tweedy Browne Global

Evergreen Municipal Money Market Fund — Interest

Oak Assoc. WHT Oak Growth — None

Wells Fargo Bank Accounts — Interest

Rental #1, Santa Fe, NM (2004 212,000) — Rent

Boeing — Interest

New Jersey St. TPK Auth. Bond — Interest

JP Morgan Chase BK CD — None

GMAC Smart Note — Interest — Redeemed

GMAC Smart Note — Interest — Redeemed

Ford Motor Credit — Interest

Del Norte Credit Union — Interest

MGM Mirage 5 - Note — Interest — Buy

Sears Roebuck Accept. Notes — Interest — Buy

University NM Revenue Bond — Interest — Buy

DWS Money Mkt Prime Ser — Int/Div — see Part VIII

Capital One Bk CD — Interest — Redeemed — gee Part VIII

Western Bank PR CD — Interest — Redeemed — see Part VIII

Bristol Myers Squibb Co — None — Buy

Capmark BK CD — None — Buy

Morgan Stanley CD — None — Buy

World Finl Cap CD — Interest — Buy

Powershrs Financial Preferred Portfolio — Int/Div — Buy

Member, Board of Trustees, Louisville Presbyterian Theological Seminary

Member, Board of Directors, El Rancho de las Golondrinas

Liability — Countrywide Homeloans — Mortgage on rental property #1, Santa Fe, NM (Pt. VII, Line 19)

Spouse's income — 2008 — Santa Fe Public Schools - Substitute Teacher

Part VII - line 8 (which was line 9 in FDR-2007) - Davis Growth-B Fund - exchanged 10/1/07 into Davis Growth-A Fund

Part VII - line 25 - DWS Money Market Prime Services - purchased 1/24/07 - inadvertently failed to list

Part VII - line 26 - Capital One Bk CD - purchased 1/23/07 - inadvertently failed to list

Part VII - line 27 - Westen Bank CD - purchased 1/23/07 - inadvertently failed to list