Gerald Bruce Lee

Virginia Retirement System Va. Cir. Ct. Pe nsion 92-98 — Distribution

Alliance Capital Reserves Money Market Fund (401)(K) — Interest

Wal Mart Stores, Inc.(IRA) — Int/Div

Opp Quest for Opty A Fund — None — Buy/monthly

Opp Quest for Opty A Fund — Sale

AIM Constellation Fund — None — Buy/monthly

AIM Constellation Fund — Sale

Johnson Controls — None

Alger Money Market Fund — None — buy/monthly

Vanguard Total Stock Index Fund, IRA — None

Vanguard Total Stock Mkt Index IRA — None

Vanguard US Growth IRA — None

Vanguard US Growth Fund IRA — None

Vanguard 500 Index Fund IRA — None

Vanguard Capital Opp IRA — None

Vanguard Treasury M/Market Fund — None — monthly

Fidelity Fund IRA — None

Fidelity Aggressive Growth IRA — None

Vanguard Health Care Fnd IRA — None

TIAA CREF Tax Exempt Bond Fund — None — pt

Walt Disney Co — None — Buy (add'l)

Russell 3000 Index — None — pt.

Walmart Stores, Inc — Int/Div — Buy (add'l)

Starbucks Corp — None — buy

General Mills, Inc — None — Buy

General Mills, Inc — None — Buy (add'l)

Board of Directors

Baord of Advisors, Marshall Brennan Program The American University Washington College of Law

Dean's Advisory Council, The American University Washington College of Law

Agreement — 04/16/99 — Delaware Charter Guarantee Trust Company, IRA FBO Gerald Bruce Lee

Agreement — 5/92 — Virginia Retirement System, government pension, Fairfax Circuit Court

Reimbursement — Dvocacy Institute , UVA Law School, Charlottesville, Va — ed, CHE Un Sa — name Taney. pte. — ET Hy ea y

Reimbursement — And Just the Beginning Foundat ion Conference — Ie So — pli et et lt ath GL hy Rl Sl EES iabe

Reimbursement — New York Intellectual Property Bar Assn Dinner — March 28, 2008 — New York — Dinner — transportation, hotel, and meals

Reimbursement — Federal Judges Association — May 3-5,2008 — Arlington, Virginia — Board meeting — Trransportation, hotel, and meals

Reimbursement — Virginia State Bar General Pra ctice Section Seminar — June 16-19, 2008 — Virginia Beach, Virginia — Teach — Transportation, hotel, and meals

Reimbursement — DuPont Corporation Outside Counsel Seminar — June 25-26, 2008 — Wilmington, Delaware — Teach — Transportation, hotel, and meals

Reimbursement — Sociation National Bar Associa tion Reg Seminar — DESCRIPTION

VII. Investments and Trusts

These investments are through Sharebuilder.com

No.2l. Walt Disney Stock. Less than $1,000.00 per month

.No. 22 Russell 3000 Index is purchased monthly. Less than $1,000.00 per month.

No. 23. WalMart, Stores, Inc. is purchased monthly. Less than $1,000.00 per month

No. 24. Starbucks Corp is purchased monthly. Less than $1,000.00 per month

No. 25

ess than $1,000.00 pere month

No. 26

401 (k) Retirement Plan and T

rust

Note Seve

unds previously listed will no longer be reported because

Trust and

Tn 401 (id) Plan and Trust is Administered by = Trustee Sun

does not have the power to select investments or to manage .

Therefore

-

starting with this report, funds and investments listed in my 2007 FDR at lines 22 STI Classic Growth and Income Fund, Sun Trust Stable Asset 24,

Janus Adviser International Fund 25, MEFS Mid Cap Growth 26, STI Classic US Govt Sec I 27, Fidelity Advisor Equity, Inc. 28, Dreyfus Midcap Value Fund

33, Drefyfu Premier S&P Stars Opp 34, Fidelity Advisor Equity Income T 35, STI Classic Lage Cap Core Equity-I 36, and T. Rowe Price Growth Stock Fund 37

are no longer reportable.

No. 20. TIAA CREF Tax Exempt Bond Fund and this fund is purchased monthly. Less than $1,000.00 per month