Sarah Evans Barker

Bose McKinncy & Evans Retirement Plan, Commman Trust Pund — Int/Div — explanatory note

Kirr Marbach Equity Fund — Int/Div — Partial — within

Kirr Marbach Equity Fund — Liquidation* — Plan Account

Private Capital Management Equity Fund — Int/Div — Partial — within

Private Capital Management Equity Fund — Liquidation* — Plan Account

l.c. Vanguard Wellington Balanced Fund (VWENX) — Int/Div

1.d. Vanguard (ntermediate Term Bond Index Fund (VBILX) — Int/Div

Vanguard Reit Index Fund (VGSLX) — Int/Div

1.f. Vanguard Intemational Value Fund (VIRIX) — Int/Div — Buy* — within

Indianapolis Post Office Credit Union, Account — Interest

JP Morgan Chase Bank — Interest

EuroPacific Growth Fund, Los Angeles, CA, IRA — Int/Div

Fund)

3. Merrill Lynch Global Allocation Fund, Inc, IRA

Fund) — Int/Div

6. Merrill Lynch Retirement Reserves (TRA Money Accounts) — Interest — Explanatory Note

JP Morgan Chase Bank — Noone

JP Morgan Chase Bank — Interest

CISCO Systems, Inc. Canmm Stock — Noone

10. Align Technology, inc. Cammon Stock — None

JP Morgan Chase Bank — Interest

Hartford Whole Life — Nooe

Mamber, Board of Advisors, Spirit and Place Festival, The Polis Center

Member, Board of Advisars, Indiana University-Purdue University at Indianapolis (TUPUT)

Emeritus Member, Board of Visitors, Indiana University, School of Law, Bloomington

Member, Distinguished Alumni Service Award Club, Indiana University

Vice Picsident and President-Elect, Federal Judges Association

Member, (ndianapolis, Federal, and Indiana State Bar Associations

Member, ny The Lawyers Club, Indianapolis = B=

Director, a = Hl Carian Health Partners, Inc. (non-profit) im ft '®)

Member, SI 11] ¢ — i ; iw [me] Downtown Kiwanis Club of Indianapolis ELT =

Director, 2 PA Indiana Historical Society : ~

Director, : + feed - i = ASTAboard (formarly EINSHAC) ha n>

Member, Executive Committee, The Gathering

Member, Board of Advisors, Center for International and Comparative Law, Indiana University School of Law, Indianapolis

Director/Member of the Corporation, Methodist Health Group Inc. (non-profit)

Advisor, American Law Institute, Aggregate Litigation Project

Member, National Women Judges Association

Director, Coaner Prairie Living Museum Foundation

Member, Board of Directors, Hanover College, Hanover, Indiana

Gift — Indiana Histocical Society — "Living Ligeads® annual reception and dinner to honor outstanding Hoosiers

Reimbursement — Advanced Science & Technology Adjudication Standards, Credential and Accreditation Bd — October 7-9, Warrenton, Virginia, board meeting and judicial seminar (transpartation, meals and lodging)

Reimbursement — Practising Law Institute (PLI) — July 28-29, New York City, class-action seminar speaker (anspartation, meals and lodging)

Reimbursement — Federal Judges Association — May 14-16, Washington, DC, board meeting (ranspurtation, meals and lodging)

Reimbursement — The Sedona Confaence — April § - 8, Sedona, Arizona, CAFA seminar panelist (Transportation, meals and lodging)

Spouse's income — SEE "ADDITIONAL INFORMATION FOR EXPLANATIONS"

on

VI

no longer a dependent) has graduate educational

which are occasionally listed, wrongfully, on redit report. However, our

ly is si

such loans, and neither the reparting person nor

involved in such loans in any legal capacity

&®-

Section VII (1): The interest in the "Bose McKinney & Evans Retirement Plan” is an interest

a tax-deferred common trust fund for retirement

purposes, which is maintained b

lormer employer, The overall Retirement Plan is ii

ed by trustees who arc clected from within the

partnership of the Bose Mc

law firm.

not eligible to vote for such trustees and has no voice in naminating or otharwise

them.

The plan trustees have approved as many as ten

commingled investment options, and at appointed times resources may be reallocated within and

among such options. All Funds listed under such retirement Plan in this Financial Disclosure Report consist of such designated collective investment options.

Furthamare, all Funds so listed are managed by independent professional managers who engage in various and/or numerous transactions within their respective

an

funds. In the course of overseeing assets in such various commingled funds, the Pl.

have delegated to the professional fund managers all authority with

regard to purchases, sales, exchanges, or other dispositi

ons

within each fund.

ly has no more control over individual assets than would

be had as an investor in any publically-traded mutual fund

terest in the

eo

le represents less than one percent of the Plan's assets,

is making no contribution to the Plan outside the reinves

1

generated from within the above-listed funds themselves.

Section VII (6): "Merrill Lynch Retirement Reserves® is an aggregated and occasionally reportable, temparary accumulation of IRA cash held as reserves and/or

swept into deposit accounts in Merrill Lynch banks. This is in essence a cash flow phenamenon which occurs to varying degrees within IRA accounts prior to

dividends, etc., being automatically reinvested in the underlying holdings, which themselves produced the dividends. Such undalying holdings are disclosed fully

elsewhere in Section VII.