Janet C. Hall

State of Isracl Bond - Exp. 1/01/13 — Interest

Templeton Dragon Fund — Int/Div

Templeton Global Small Cos Growth Fd CI 1 Mutual Fund — Int/Div

Mutual Qualified FD CL 2 Mutual Series — Int/Div

Chanrlinks, L.P — None

Strips-tprp Pmt on 10.625 2015 T/Bond-8/15 2015 — Interest

Strips Tint-US Treasury Mat. 11/15/20 — Interest

Vanguard Windsor II Fund — Int/Div — Buy

Mutual Discovery Fund CL2 (Note) — Int/Div

PC. (N — None

Partnership Interest in Whitney-Humphrey Assc. (Note) — Distribution

U.S. Savings Bonds — Interest

Trav. Life & Annuity Policy (universal life) — Interest

Crown Life Ins. Co. (whole life policy) — Interest

Columbia Value Rest. Fund (Note) — Int/Div — Sold (part)

Columbia Value Rest. Fund (Note) — Sold (part)

Royce Total Return Fund — Int/Div — Sold (part)

Royce Total Return Fund — Sold (part)

Schwab US Treas Money Fund — Interest

Sound Shore Fund — Int/Div

Thomburg Value Fund CL.A — Int/Div

Westport Select Cap.CL.R — None — Sold (part)

Schwab Value Advantage Money Fund — Int/Div — Buy

Schwab Value Advantage Money Fund — Buy (add'l)

Schwab Value Advantage Money Fund — Buy (add'l)

Oakmark Select Fund (Note) — Int/Div — Sold (part)

Oakmark Select Fund (Note) — Sold (part)

Wells Fargo Adv S/C Value Z — None — Sold (part)

Wells Fargo Adv S/C Value Z — Sold (part)

Citizens Bank — Interest

Muhlenkamp Fund — Int/Div — Sold (part)

AMR Corp — None

Artisan Int'l Small Cap — Int/Div

Calamos Growth Fund - A — None — Sold (part)

Calamos Growth Fund - A — Sold

Schwab Bank — Interest

T. Rowe Price Growth Stock Fund — None — par)

T. Rowe Price Growth Stock Fund — Sold

Davis NT Venture Fd - A — Int/Div — Buy

Artisan Mid-Cap Value FD (Note) — Int/Div — Buy

Dodge & Cox Int'l. Stock — Int/Div

Vanguard Strategic Equity — Int/Div

Wells Fargo Adv. Small/Mid-Cap Value Fu nd — None

Storage Inn Ltd. (Note) — Interest

Arcadia Wind Farms Energies Ltd — None

Limited Partner, Cummings Drive Family L.P. — Int/Div

Mansco Intemational — Int/Div

1Shares INC MSCI EMU Index Fund — Int/Div

Vanguard European Fund — Int/Div — Sold

iShares MSCI PacEx Jap PAC — Int/Div — Sold

Plug Power Inc — None

Shares MSCI Aus. LDX — Int/Div — Sold

T. Rowe Price Group A — Int/Div — Sold (part)

Buffalo Mid-Cap — Int/Div

Pax World Balance Fund — Int/Div

BlackRock Global — Int/Div — Buy

Morgan Stanley Bank CD — Interest — Buy

Mutual Qualified Fund (Note) — Int/Div

Liability — U.S. Dept. Education — Student Loan

Liability — Citizens Bank — Line of Credit

Reimbursement — Federal Bar Council — 5/01 — New York, New York — FBC Law Day Event — Dinner

Reimbursement — Federal Bar Council — 10/24 - 10/26 — Lenox, MA — Fall Bench/Bar Conference — Hotel and Meals

Reimbursement — Federal Bar Council — 11/26 — New York, New York — FBC Annual Luncheon — Lunch

Spouse's income — 2008 — Self-employed lawyer

Part VII:

Lines 9 & 75: It apears that, on last year's report, I mistakenly combined Mutual Qualified Fund (Line 75) and Mutual Discovery Fund (Line 9); they should have

been reported separately.

Line 10

Passive income from sub-chapter S corporation.

Line 11

The appraisal date is 12/20/96.

Line 15

Name change: Excelsior Value and Restructuring became Columbia Value Restructuring.

Line 26

Contains line 22 plus line 29 from last year's report.

Line 57

Contains lines 65 and 66 from last year's report.

Line 61

Column BI + 2 reflects a return of capital (no sale involved).