Robert Lanier Anderson 3

SunTrust Bank - checking account — Interest

Euro Pacific Growth Fund (IRA) — Int/Div

Euro Pacific Growth Fund (IRA) — Int/Div

Sturges Mfg., Utica, NY (common) — Int/Div

Exxon(common) — Int/Div

Fidelity Magellan Mutual Fund — Int/Div — Sold

Fidelity Cash Reserves (moncy mutual fund) — Int/Div — Redeemed

SunTrust Bank (common) — Int/Div

MFS Managed Multi-St. Tax Exempt (GA) mutual fund — Int/Div

MFS Managed Mu. Bd. Trust (mutual fund) — Int/Div

TIAA-CREF (scc VIII) — Int/Div

Houscand lot, Bibb County, GA — Rent

SunTnst Bank (common) — Int/Div

shares Russell 1000 Index — Int/Div

I shares Russell 2000 Value — Int/Div

1 shares Russell 2000 Index — Int/Div

1 shares Russell 1000 Index — Int/Div

I shares Russell 2000 Value — Int/Div

I shares Russell 2000 Index — Int/Div

I shares Russell 1000 Index (IRA) — Int/Div

1 shares Russcll 2000 Value (IRA) — Int/Div

shares Russell 1000 Index (IRA) — Int/Div

1shares Russell 2000 Value (IRA) — Int/Div

1 shares Russell 2000 Index (IRA) — Int/Div

The Phocnix Co. — Int/Div — part VIII

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

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

SunTrust Bank CD — Interest — Redeemed

RLA/Chas Schwab Cust-IRA rollover — Part VIII

Schwab Value Advantage — Interest — Sold — part Vill

a3 — Pann VIII

DFA US. Large Cap Value — Int/Div

Vanguard Growth — Int/Div

DFA Two Year Global — Int/Div — Buy

Harbor Bond Fund — Int/Div — Sold (part)

Pimco Total Retum Fund — Int/Div

Schwab S&P 500 Index Fund (formerly Schwab Inst. (ISLCX)) — Int/Div — Part VIII

Vanguard GNMA Fund — Int/Div — Buy

4] — Part VIII

42 — Part VIII

43 — Part VIII

44. — Part VIII

Sch Muni Moncy Fund — Interest

46 — Part VIII

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

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

Pemco Commodity Real Fund (PCRDX) — Int/Div — Buy

Schwab GNMA Fund (SWGSX) — Int/Div — Buy

SPDR S&P Int'l Small Cap Fund (GWX) — Int/Div — Buy

Vanguard Emerging Mkt Fund (VWO) — Int/Div — Buy

Gift — 2. — my taking scnior status (and 30 yrs. scrvice on the court). Anonymous contributions

Gift — 3, — created a $2000 gift presented to me on the 2-09 occasion to encourage an Alaskan

Gift — Law Clerks — Judicial Ass't and Retired Judicial Ass't organized a law clerk reunion to celebrate — $2,000.00

Agreement — 11/7:07 — oo —— : [<2] [o3} nderson. 11iChas. Schwab & Co. Cust’ IRA rollover ™ [52

Part V. Law Clerk Gift. the audit software thought something was missing (probably because description extended into lines 2-4), but nothing is missing; there

was only one gift.

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Part VII, Lincs 26 and 27. Phoenix Co. As explained in 2008 Report, Phoenix whole life policies were disposed of in 2008 in a Scc. 1035 non-taxable exchange.

However, my wifc and [ have as yet omitted to dispose of the minimal common stock we cach had with respect to the two former Phoenix policies. Thus, I report

common stock now.

Part VII, Line 31, is simply a heading to disclose that the following items (lines 32-50) that describe holdings or transactions in the IRA during 2009.

Part VII, Line 32, Schwab Value Advantage is a cash cquivalent account into which my IRA parks cash until further investment. This account was sold in part on

3/11/09 and sold/closed out on 7/27/09.

Part VII. Lincs 33, 41-44 and 46 arc left blank so numbering of lines 1-48 will remain consistent with 2008 Report.

Part VII, Line 39. Schwab S&P 500 Index Fund (Symbol SWPPX) was the successor in a merger with Schwab Institutional (Symbol [SLCX) which was listed at

line 39 of my 2008 Report.

Part VII, Lines 47 and 48. First City Bank CD's. These two CD's were redecmed on 1/2/09.