Ewing Werlein jr

Fidelity Contrafund — Int/Div

Fidelity Eq. Income II 20. Fidelity Mid-Cap Stock — Int/Div — Sold

Vanguard 500 Index Fund — Int/Div — Sold

Assetmark Small/Mid-Cap Value — Int/Div — Buy (add'l)

Assetmark Small/Mid-Cap Value — Sold (part)

Kohls Corp., com — Buy

Microsoft, com. — Buy

Myr Group, com — Buy

Orion Marine Group, com — Buy

Pinnacle Gas Res., com. — Buy

Schwab Value Adv. Money Fund — Buy

Schwab Value Adv. Money Fund — Sold

Stryker Corp., com — Buy

Synovus Financial, com. — Buy

Wellpoint, Inc., com. — Buy

Philip Morris Intl, com. — from line 191) — from Altria

TRUST NO. 1: (1 owned no present benefici al interest in — Int/Div

and received no income from this Trust or the entries that — Interest

follow from lines 255 thru 296, but it is

reportable because I was one of three co-trus tees)

COMMON STOCKS IN TRUST NO. 1:

AT&T, com

Burlington Northen Santa Fe, com

Conoco Phillips, com. —————————————— 259. --Target Corp., com. 260. --Dean Foods Co, com. 261. --Goodyear, com. 262. --Intel Corp., com. 263. --1BM, com.

Johnson & Johnson, com.

J.P. Morgan Chase, com. 266. --Halliburton Co., com.

Exxon Mobil, com. 268. --Cisco Systems, com.

Pepsico, Inc., com.

Zimmer Holdings, Inc., com

Hewlett Packard, com.

Comcast Corp. Class A

LSI Corp., com.

Treehouse Foods, com.

MUTUAL FUNDS-TAX EXEMPT, IN TRUST NO. 1:

Nuveen Muni Mkt Oppor. Fund

Meriden Conn. G10 Bonds

Mission TX Cons. Indpt. Sch. Dist

Austin ISD Tex. U/T Ref. Ser. A

New Jersey St. Transn. TR FD Auth. Sys., Ser A

Univ Tex Perm Univ FD. RFDG Ser. B — Buy

Pearland TX Indpt Sch Dist Ser A U/T B/E DD — Buy

CASH & CASH EQUIVALENTS IN TRU STNO. I:

Western Asset Muni. MM Fund CI. A

REAL ESTATE IN TRUST NO. 1

Fract. interest in land, S.A. White Survey, Galv. Co., TX — Sold

Vacant land in Kerr Co., TX

IRA ROLLOVER ACCT. NO. 2. All entries that follow from — Int/Div

lines 302 thru 386 are under the full discret ionary — Interest

management of a registered investment m anager.

FEDERAL AGENCY BONDS, NOTES, A ND MORTGAGES

in IRA ROLLOVER ACCT #2:

Fed. Home Ln Mtg Corp Notes due 10/08 — Redeemed

Federal Home Ln Mtg Corp Notes due 03 109

Federal Natl Mtg Assoc Sub Notes due 02/ Ty

Fed Nat'l Mtg Assoc. Callable Notes due 01/10 — Redeemed

Fed. Nat'l Mtg Ass'n, callable Notes, due 0 1/08 — Redeemed

BP PLC, ADR — Sold (part)

BP PLC, ADR — Sold (part)

Citigroup, com. — Sold

ChevronTexaco, com. — Sold (part)

KO, com.

Exxon Mobil, com.

GE, com.

INTC, com

1.P. Morgan Chase, com.

JNJ, com.

LLY, com.

Merck, com

PEP, com.

Pfizer, com — Sold (part)

Pfizer, com — Sold

WMT, com. — Sold (part)

Walgreen, com. -

American Intl. Group, com. — Sold

McGraw-Hill. Pn

Microsoft Corp., com

Altria Group, com.

Bank of America, com.

Ameriprise Finl Inc., com

Automatic Data Proc., com. — Buy (add'l)

Emerson Elec. Co., com.

HSBC Hldg PLC, com.

Occidental Pete Corp. Cal., com.

Caterpillar, Inc., com. — Buy (add'l)

Halliburton Co., com.

Home Depot, Inc., com

Merrill Lynch & Co. Inc., com. — Sold

Praxair Inc., com.

Proctor & Gamble., com. — Buy (add'l)

Target Corp., com.

Transocean, com.

United Technologies Corp., com

United Health Group, com — Sold

Cisco Systems Inc., com.

Medtronic Inc., com

Microchip Tech., Inc., com.

Patriot Coal Corp., com

Peabody Energy Corp., com.

Texas Instruments, com.

ThermoFisher Scient., Inc., com. — Sold

Kraft Foods Inc., com. — Sold (part)

Kraft Foods Inc., com. — Sold (part)

Abbott Labs, com — Buy

ABB Ltd., com. — Buy

Rio Tinto PLC, com. — Buy

Entergy Corp. New, com. — Buy

Exelon Corp., com. — Buy

Fomento Ecnmco Mex., com — Buy

Freeprt. McMoran CPR & Gold, com — Buy

Genl Dynamics Corp., com. — Buy

McDemott Intl, com. — Buy

McDemott Intl, com. — Buy (add'l)

McDonalds, com. — Buy

Natl Oilwell Varco, com. — Buy

Philip Morris Intl, com. — from line 344) — div. from Altna

Total SA., com. — Buy

CASH ACCOUNTS IN IRA ROLLOVER ACCT #2:

ML Bank USA RASP

ML Bank B&T FSB RASP

Vanguard Prime MM IRA Rollover — Int/Div — Sold (part)

Vanguard Admiral Trsy MM IRA Rollover — Int/Div — Buy

Co-Trustee, Trust No. 1 ee

Director & Chairperson, The Methodist Hospital, Houston, Texas sm ———————————————— pre ————————————————————

Director, TMH Medical Office Bldgs Condominium Assoc. -—

Chairperson of TMH Board, ex officio w/vote of following subsidiaries:, Medvest Holdings, Inc.; Methodist Health Centers; Methodist International; (cont'd in Note (1) in Part VIII) a

Chairman of TMH Board, ex officio w/o vote of following subsidiaries:, Diagnostic Center Hospital Corp. of Texas; Medvest Inc.; (cont'd in Note @2)inP art VIII) f=. ~ —————— ee 20 e=

Gift — Monthly dues exemption for members — The Petroleum Club, Houston EN rei ii————— — $1,006.70

Gift — Government service before 10/13/08 — ee —————————————————————————————————————— —————

Gift — When a new law barred exemptions — ESSN

(1) Part I POSITIONS, line 4, also the following subsidiaries: Methodist Security Services, Inc.; The Methodist Hospital Foundation; The Methodist Hospital

-

Research Institute; and TMH Health Care Group.

(2) Part I POSITIONS, line $, also the following subsidiaries: Methodist Willowbrook Medical Office Bldgs Condominium Association; Methodist Willowbrook

Medical Office Bldgs 11 Condominium Association; San Jacinto Methodist-A lexander Condominium Association; San Jacinto Methodist Hospital; SIMH

Condominium Association; The Methodist Hospital Condominium Association; and TMH Medical Office Buildings.

(3) Part VII, page 4, lines 12 and 13: The year-end values of CNL Lifestyle Props. Inc. units, and Hines REIT, which are real estate REITS that are not publicly

traded, are derived from the issuers’ estimates of value at year end.

(4) Part VII, page 13, line 167: Nat'l City Bank C.D. was mistakenly shown on my 2007 Financial Disclosure Report as having been redeemed on 02/05/07. It

was not actually redeemed until 02/05/2008. This note is intended to amend my 2007 Report to that effect.

Hancock Life Ins. Co.

(5) Part VII, page 14, line 185: The year-end value of IRA account in John Hancock Ind. Retirement Annuity, which is not publicly traded, was provided by John