John E. Steele

NVR common — Int/Div

Second Home, Blowing Rock, N.C. May, 1988 $110,000 — Rent

Bank of America Accounts — Interest

Jax Fed Cr Un Acct — Interest

Abbott Labs common — Int/Div

Disney common — Int/Div

Merck common — Int/Div

Public Storage — Int/Div

Home Depot common IRA — Int/Div

Thermo Flsher common IRA (name change) — Int/Div

Tyson Class A IRA (formerly common) — Int/Div

Valic Fixed Acct Plus IRA — Int/Div

Intentionally blank

Intentionally blank

Gabelli Eq Tr IRA — Int/Div

Mutual Series Shares IRA — Int/Div

Spartan Money Mkt IRA — Interest

Fidelity Money Mkt IRA #2 — Int/Div

VanKampen Corp Bond Fund, IRA — Int/Div

Tamarack Enterprise mutual — Int/Div

Fidelity Brokerage, cash acct — Interest

Columbia Tax-Exempt Fund Z — Int/Div — redemp

T.Rowe Price Eq. mutual — Int/Div

Parnassus mutual — Int/Div

Fidelity Diver Intemat IRA — Int/Div

McDonalds common — Int/Div

Intentionally blank

Intentionally blank

Intentionally blank

Lot, Blowing Rock, N.C., 1993, $15,000 — None

Intentionally blank

Intentionally blank

Intentionaly blank

Intentionally blank

Intentionally blank

Century Telephone common — Int/Div

Focus Fund — Int/Div

Intentionally blank

Quantum Corp DDS IRA common — Int/Div

Wachovia accounts — Interest

Viasys Healthcare Inc.common, IRA — Int/Div

Bed, Bath & Beyond common — Int/Div

North Fort Myers Invest. Property #3 (Sail), 7/29/05, — None — sell — Mrs Berry

North Fort Myers Invest. Property #2 (Sandy), 12/7/05 — Rent

Intentionally blank

Intentionally blank

Intentionally blank, duplicate of line 53

Baron Partners, IRA — Int/Div — transter

Agreement — 2 — . on} he ~

Liability — Homebanc — Mortgage On Investment Property #4 (River), April, 2006

Liability — Wachovia — (Second Home) Home Equity Line Of Credit

Spouse's income — 2006 — Self-Employed, real estate/massage therapist

Spouse's income — GMAC — Mortgage on Investment Property #2 (Sandy), October, 2006

l

I

VII IN VESTMENTS and TRUSTS — income, value, transactions (Includes those of the spouse and dependent children. See pp. 34-60 of filing instructions.)

[] NONE (No reportable income, assets, or transactions.)

ea

B

D

f Assets

Income during.

Gross val

end of

Transactions:during reporting period

(incl

st assets)

reporting period

reporti

(1

@)

1)

@

05}

3}

3)

“

5)

Plac,

x after: cach assek:

Amount

Type:(e:g

Value

Value

Type (e.g

Date

Value

Gain

Identity of

exempt from] prior disclosure

ent,

Code 2

buy, sell

Month -

Code 2

Code 1

buyer/seller

(AH)

or.int:)

@-p)

dc 3

redemption)

Day

{3-P)

(A-H)

(if private

QW)

transaction)

52

Am Funds-Growth Fund IRA

A

Dividend

K

T

—TT

53

Dreyfus S&PS500 Index IRA

ET

54

American Funds Cap. World Global IRA

J lH I HN I I I

55

Fort Myers Investment Property #4, 4/06

$251,000

ch lO

56

CSX Common (X)

dd I

A

Dividend

Buy

4/05

ee

come; Gain. Codes:

A =8§1,000 or less

=$1,001-:$2;500

=32,501~ 55,000

=35,001.- $15,000

E =5§15,001 - $50,000

Columns Bl and D4)

$50,

$100,000

=$100,001:- $1,000,000

H1=§1;000,001 - $5,000,000

H2 =More than $5,000,000

Value, Codes’

=$15,000.0rless

K =

01°-:$50,000

L #§50,00i:- $100,000

M=8100,001:- $250,000

{See Co umns C1iand: D3)

N=§

001+

$500,000.

=8500,00!

000,000

PL:=§1, 0

0):-:$5,000,000

P2:=$5,000,001.-:$25,000,000

3. Value Method Codes

P3

5,000,001: 850, 000; 000

R =Cost (Real Estate Only)

P4 =More than'$50,000, 000

T =Cash Market

S EAssessment

(S¢e Column C2)

Q=Appraisal

v “Other ©

‘U =Book Value

Wi=Est mated