Robert Lanier Anderson 3

I shares Russell 2000 Value — Int/Div

shares Russell 2000 Index — Int/Div

shares Russell 1000 Index (IRA) — Int/Div

shares Russell 2000 Value (IRA) — Int/Div

shares Russell 2000 Index (IRA) — Int/Div

shares Russell 1000 Index (IRA) — Int/Div

shares Russell 2000 Value (IRA) — Int/Div

shares Russell 2000 Index (IRA) — Int/Div

The Phoenix Co. (whole life) — Int/Div — part VIII

The Phoenix Co. (whole life) — Int/Div — Part VIII

Genworth Life Ins. Co (whole life) — Int/Div — Part VIII

SunTrust Bank CD — Interest

SunTrust Bank - money market — Interest

RLA/Chas Schwab Cust-IRA rollober — Part VIII

Schwab Value Advantage — Interest — part VIII

DFA Large Cap Intl Port — Int/Div — Sold

DFA U.S.Large Cap Value — Int/Div

Vanguard Growth — Int/Div

DFA Two Year Global — Int/Div — Buy

Harbor Bond Fund — Int/Div — Buy

Pimco Total Retum Fund — Int/Div — Buy

Schwab Institutional (ISLCX) — Int/Div — Buy

Vanguard GNMA Fund — Int/Div — Buy

DFA Real Estate Securities Fund — Int/Div — Buy

DFA Real Estate Securities Fund — Int/Div — Sold

DFA Intemational Value Fund — Int/Div — Buy

DFA Intemational Value Fund — Int/Div — Sold

Sch Muni Money Fund — Interest — Park VIII

Sch Muni Money Fund — Interest — Distributed — Part VIII

First City Bank (CD) (Y) — Interest — Park VIII

First City Bank (CD) (X) — Interest — Park VIII

5., Dm tm Cn = on

Agreement — 1.11/7/07 — R. Lanier Anderson, IIl/Chas. Schwab & Co. Cust/ IRA rollover (see Part VIII) —— TTT —————— oy TE T_T rem rei etyif——————— ae

Spouse's income — 2008 — SELF-EMPLOYED FREELANCE WRITING (no income in 2008)

Spouse's income — 2008 — STIPEND, MEDICAL CENTER OF CENTRAL GEORGIA (non-profit)

Part II. the rollover IRA to Chas Schwab & Co. was accomplished in 2007. No further changes in 2008, except investment changes reported in Part VII. lines

31-46.

Part VII, line 31, is simply a heading to disclose that the following items (lines 32-46) that describe holdings or transactions in the IRA during 2008.

Part VII, line 32, Swab Value Advantage is a cash equivalent account into which my IRA parks cash until further investment.

Prt VII line 45, Sch Muni Money Fund is a cash equivalent account into which my IRA parks cash until further investment.

Part VII, line 46, Sch. Muni Money Fund, represents distribution to me from my IRA on 11/13.

Part VII, lines 26 and 27: On 7/22/2008, these two Phoenix whole life policies (which as of that date had been consolidated into a single owner, (i) | havaing

gifted the smaller policy to her and she already owning the larger policy) were exchanged in a Sec. 1035 nontaxable exchange for a single whole life policy, owned

b

issued by Genworth Life Insurance Company. I was/am the insured with respect to all of the policies. Incidentally, the "Gain" column of lines 26 and

27 are blank because there was no gain. Also column D(1) of lines 26 and 27 are blank because none of the words permitted by the software fit the type of

transaction, a nontaxable exchange. The Genworth Policy is disclosed on line 28 of Part VII.

Part VI, line 47: First City Bank CD. This is a cash equivalent account into which my stock broker parks cash (accumulated from dividends) until further

investment. For several years I have let this build up, and it probably reached the $5000 reportable level a couple of years ago. Thus, I have added the indication

"(Y") to indicate my previous inadvertent omissions. See Instructions, page 37, 39.

Part VII, line 48: First City Bank CD. This is a cash equivalent account into which

stock broker parks cash (accumulated dividents) until further

investment. 1 have added the indication "(X)" to indicate that this has now reached the $5000 reportable level.