Samuel James Otero

Galliard Stable Value (LA Def. Comp.Wash Mutual Liquid) — Interest

First Investors Cash Management Fund A (brokerage acct #1) — Int/Div — Buy

First Investors Investment Grade Fund A (brokerage acct #1) — Int/Div — Buy

First Investors Fund for Income (brokerage acct #1) — Int/Div — Buy

First Investors Blue Chip Fund A (brokerage acct #1) — Int/Div — Redeemed

First Investors Government Fund (brokerage acct #1) — Int/Div — Buy

Oppenheimer Discovery Fund — Int/Div

Oppenheimer Equity Fund — Int/Div

Aviva Life Insurance Strategy Select — Int/Div

Great American Life Insurance — Int/Div

First Investors Growth & Income Fund (X br. acct #1) — Int/Div — Buy

California Ins Tax Exempt Fund (X br. acct #1) — Int/Div — Buy

First Investors Select Growth Fund A (X br. acct #1) — Int/Div — Buy

Co-Trustee, Trust #1

Judicial Board Member, Association of Business Trial Lawyers

Gift — L.A.L.P.Inn of Court — Membership — $750.00

Agreement — 2003 — California Judges Retirement Plan; Pension Upon Retirement, Age 63

Reimbursement — Association of Business Trial Lawyers — 09/30/2009 through 10/04/2009 — Colorado Springs, Colorado — Program Participant — meals, hotel, transportation

Reimbursement — Association of Business Trial Lawyers ” — 03/27/2009 threugh 03/29/2009 — Ojai, California — Board Mecting — meals, hotel, transportation

Spouse's income — 1.012009 — Los Angeles Unified School District

The Trust Fund reported in Section VII item 18 was established by

In 2008 and 2009, the trust assets were fully distributed. My share was deposited

in my First Investors and other bank accounts.

The majority of the "buy" transaction activity for the first investors trust funds reported in Section VI1 are actually exchanges and transfers within the first investors

family of funds. in June of 2009, | deposited new money into the first investors accounts and opened the California Ins Tax Exempt Fund.

In September 2009,

1 opened brokerage account #2. The stock held in the accunts are reported in Section VII itmes 19 through 23.

In 2009,

1 received a non-reportable settlement. This sum was deposited in the first investors and bank accounts.

The legal organizations reported in Section 1 have bank accounts that are maintained for organization expenses.