Charles Lynwood Smith jr

Fidelity Contrafund —_ 13. -- Nationwide Fixed Account — Interest

PACT (Ala. Prepaid Atfordable College Tuition plan) — Interest

Davis Selected - Large Cap - Money Manager Acct 24. -- Johnson & Johnson

United Healthcare Corp (formerly Unitedhealth Group Inc)

Pepsico, Inc

Furst Horizon Nat. Corp (formerly FirstTenn Nat.Com)

Exxon Mobil Corp

Cardiac Scicace Corp. 44. -- Alpine Towal Dynamic

Calamos Global Dynamic

Calamos Intematonal

Colonial BancGroup lnc — Sold

Shares MSC] Canada Index — Buy

Coca Cola Bottling Co — Int/Div

Legg Mason Partners {formerly SB Aggressive Growth Funds) 61. -- CitiBank NA Bank Deposit (formerly SB Money Funds) 62. - Adan, Inc. — Interest

Agreement — 1.1981 — Judicial Retirement Fund of Alabama (Retirement tund of former employer, State of Alabama), no control

Liability — Bank of Amenca — Credit Card

Income — 2.198! — Madison County, Alabama Retirement Fur — (Retirement fund of former employer, Madison County). no contrel

Spouse's income — 2009 — State of Alabama Retirement

Spouse's income — 2009 — Madison County, Alabama Retirement

Spouse's income — 2009 — Madison Counry, Alabama Commission - Salary

Pan Vi

1]

ape 4. line 3: The increase in the value of this asset over the value reflected in the 2008 FDR is duc to the fact that this is the investment account into

which

i

deposited most of the funds she inherited during 2009 from the estate of her