Jay S. Bybee

Socially Responsible Fund — note in Part VIII

Fixed Account Plus — note in Part VIII

Vanguard Windsor — note inPart VIII

Blue Chip Growth — note in Part VIII

Global Real Estate Fund — note in Part VIII

Large Cap Core — note in Part VIII.

Intemational Growth Fund — note in Part VIII

Small Cap Value Fund — note in Part VIII

Mid Cap Growth Fund — note inPart VIII

Global Social Awareness — note inPart VIII.

Emerging Economies — note in Part VIII.

Invesco Balanced Risk Commodities — note in Part VIII.

Value Fund — note in Part VIII

Buena Lanes (passive partnership) — Distribution

Virginia Educational Savings Trust — Distribution

Rental Property, Henderson, NV — Rent

Gift — Latham & Watkins, LLP — Legal Services — $2,983.00

Agreement — 1999 — Contract with Greenwood Press as co-author for book (published 2006)

Liability — Bank of America — Mortgage on rental property, Henderson, NV (Part VII, line 33)

Reimbursement — The Federalist Society, BYU Student Chapter — 03/18/2011-03/19/2011 — Provo, Utah — Luncheon, Talk — transportation, meal, parking

Reimbursement — VWLLTLV LI ITU LITLEV LL — A UL JU, IvdUd iy Jawan — panelist -- Annual Convention — EA JUINAUIUN, TOU LIN 5 HICdIo, JAIN EG

Spouse's income — 2011 — Clark County School District-contract pay

Part I:

The reportable assets of Trust #1 are listed separately in Part VII.

Part VII:

My VALIC account (line 9) consists of a VALIC rollover individual retirement account (IRA) and a traditional IRA.

Lines 10-30 are qualified (pre-tax) plans within my VALIC account (line 9). The qualified plans (lines 10-30) are added or removed by VALIC through a

managed account. I have no control over the decisions to add or remove qualified plans; all such decisions are made by the account manager.