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What was filed

  • 181

    investments

  • 0

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 0

    income

  • 0

    spouse income

Named parties

  • Fe SME 00,001:8250 000° Ean ais iene 1Z15:000,000%: P2SSS 0001125, 000,000 “hr
  • AMACHMENT

As filed

nL BwoeBAaL Small Car — SELL

TiMCe REAL RETURN Sowd —— NCL A

DPPENHEIMER HTERNATL See Ron TD CLA

SCUDDER 16H RETURN Ze Tin eL A

PrOENIX~ INGEWMAN wee QALY T'D CAP AR =

PYOBERX~ENGE MAN wes CALF MY CN ER TY — ST.

DORENEUS PREMIER ‘ori mee ALE CLA

ORD ABBE RESEARCH Lem Pam CLA

B \ D PPENNE IMMER DEVELOPING ——— ae YB

7 FORNBLRE NTERNATIONAL me ANS = ~.

VANKAMPER 2eamg&rock wom RUNES DLN

2. IREVFUS APPR! iat E21 RATION

Renmremesr Services Cll

Doneny Steers SeeciaL mm Eee Res — Buy

DATIFELS ASIAN Funns See TARA Tyne — 20Y

WORM MAncack US GLosaL Sem zaveRre Sera FT — 3S

ne 34 Purvam (<0) K. — ONE — To IRA

Puram VOYAGER

Puram SROWTH YE NeamE

ENEREY EAST

PuwrwAm NoREY MARKET

JIANLS ADVISER BALANCED

Pimca Teta RETURN

TUTNAT Asser AtlecaAnod mee (YanaQE Ry ATIVE

rN £2 Tek caw STWRLES LRAERY — \ONE — RRom PUNE

Amer Crise SRw™

DRNDEN SH TERM WP 3D

RYDELL Rov OVERSEAS A

J ENNISEN US EmERe. === ARw A

TAFS NEW DISCOVERY 3

PICe CTRL FETURN A

ROWE PRICE E30 ‘Ne ——— Any

TEMPLETON DEVELOPING Tem Yee B

Amex Craer Sr — "ONE — SEL

DrRIDEW Storr TERM Cor? ——— RN — NGNE — SELL

FIDELITY ANY OVERSEAS M — NONI — STL.

ORNNISON US EMERG, - Tore 4 = A oo — SELL

TFS NE JISCAERY A — NONE — SELL

PAMCO TorAL RETURN A — EL

T ROWE PRICE EAU ne 20. aw — \ON= — oy

TEMPLETON DEVELOPING PAN — NONE — 4

NCA RAG2 — DY — From MeRGH ~~ ate etl

DAKMARK SELECT — 3 J

NFS RESEARCH Bond

Tew ZALILEQ SELECT ania Tauinee

Tow GALLEe Serer ——— ThuvwreEa — SELL

Mi GLoBAL Sma CAP

Rn = ma G LQ BAL Sta AL. nn {SAF — SEL

00:57 sears 520.0), 4300.0 S200) L300 — 20 — f — Fe SME 00,001:8250 000° Ean ais iene 1Z15:000,000%: P2SSS 0001125, 000,000 “hr

PHOENIX “ENCE MANN -== SMALL4 MID ay GR

THOENIM “EREEmMANN ———— ame LTD CEP GR — SUL

OREELUS PREMIER ‘NTL Se= TALLER TY,

ABBETT REESE ARCY- 4 -ED RE

OPPENHEIMER DEVELOPNG —~—— nate EY

THORNTURG « NTERNATONAL ——— TOD k

VAW RAMPEWN ComMSwe A a

DREYFUS APPRECIATION —_——— ED

RENREMENT SERVICES

Conene Steers SPECIAL —— EAE ES — BN

MATHEWS ASIAN FUNDS == TAPAN FTUNTS — 3w

SoHM FiANCaek US we my ramen (Teer TS — Sus

EAST Lommon Sweet — MY

EW YORK COLLEGE TuimoN }, Savince 826 — NY — BI — AMACHMENT

NOREAN STANLEY MUVUAL FownD — Se.

EWTERPRISE 'SROWTH A — SALE

ES wTERPRISE CROW A — fone

EERPRASE GRowm A — SELL

FIDELITY ADVISOR MNIDCAS Bre — SALE

TIDELIT AbWiser TWdeAP — Save

MIDELIM ADVIS "VWWDCRP — SALE

FIDELYN ADVISOR (JVERSEAS — Spa

FIDELITY ADVISOR (OVERSEAS — Qny =

FIDELITY ADVISOR DVERSERS — SALE

FrankuN ReaL Ter Sees — n

RANKLIN REAL Est Sees — Cove

TRANKLIN REAL EST Sees — SALE

DPPERHEIMER Anr— FREE =e NS RUNNY — Snin

DPPEMHEIMER An — FREE ET RA 1 A hE TEL oo — AL Sree

DOPPENMEIMER AmT-FREE cm. NY MmuRt A — SALE

7 ROWE PRICE Sm CA? === Qrace Any — L es =

T Rowk PRICE Sim CAP mee Qewme'?2 AD oo — Sp =

T RoE TRice Sm CaP == ar’ ADV — SALE

Scubper DREYmMAN FigH Sma eye N : — Taye

SCUDDER DREMMAN ~IGH -. nN RETURN NN — AY =

SCUDDER DREme Hi6y mm Renin (A — SALE

STRoNG SHwr TERM Thus Meme Ree far\ — rE

STRoNG SHRT ERM Mun Sm- RN wy — INE)

STRONG SHRT TERM Muni ER) am— 2 trey — a

STrone Swrr TERM Mus m—— Rew — Laz

TEmMREToN DEVELOPNG mer ratdem@ TN - oo — ARTIAL Sng

TEMPLETON DEVELSPNG m—— (marge Ty So — rem

TEMRLETON DEVELPRG mee thafre@ TN — SALE

OIMERICAN Crit GrRUT m= ADV BN — Bus

CENT SRWTH a Nv — SELL

TNVZRRILL =YNCH MuTuR LIIERY = — MV — UN

DAKMARK SELECT — BPN

RESEARCH BD 48 Aan SE ee — BLN

TCW GRLILEC SELECT — Buy

Mi GLEBAL SMALLCAP — uy

PiMEe REAL RETURN Sem Raa BY — [uy

OPPENHEIMER NTERNATL 1 hbo mae Raa TS — Sus

SCUDDER FiIGH RETURN — AN

THOENIR-ENGEmMmANN Se GDLLY (Ty PDT — Bu~

DREYFUS PREMIER EE RR a 2: RL — Bus

oR ABBE RES(TARCA — Buon

OPPENHEIMER DavELoraG ——— area — Bus

VHCORNBUREG NITERNATIN. ——— ANT PE TRIN — Buy

Van “Ameen Comstek Zam rrp — Bus

DRENFUS APPRECIATION -_—- [oy — Buy

DERRILL LYNCH MutiaL See ™ — Sz.

IDAXKMARR SELECT — Selo

MES RESEARCH 3D

1CLY GDLALED SELECT — St

ML. GLazeL Sma Car — N=

No reportable incor Loe ni ey is,

PHOENIX - ENGEMAND —tem— Cn wy og, here PVA — SEL

DRENFIS PREMIER -a-e CML a raz TR — SELL

ORD ABBE SESEARCH ——— —D — SELL

OPPENHEIMER JEVELSRNG —-——— mr — SELL

HORNBURGH IWTERNANGWAL -—— \VNC (rTE TT — Sei

VAN RAMPEN ComSTace ——— FOR — Se

ORENEUS APPRECIATON —-= Fun — St.

Nore Srantey Stock Fig — 1.0SE

Exxow Moi Commo — DNV — Szuu

ELLS FARGO Common, — NY — SELL

MEDCo MEALTH SoLuToNS Co cn wr, — OV — SELL

AMERICAN NTERNATOAL CN CP Cerrar, Co — DI — Sei

21sco Common — DV — Sew

FREDDIE Mac Commen — DV — S=L

INTEL Camo — DV — SeLL

vy 16__ Zr ins i Co Common — SN — u

ES Companies, NC C~>" an — ON — Sz

MeEwreK 4 Co. Comman — SW — SELL

MicroSoFT Common — "OW — SELL

PEPS\Co “Ne NC Common — DNV — be

wm WRIGLEY IR. Co. (CommeN — DV — SELL

JOrNDoN + ToHWSS [Cammaen — ON — STL

JP MORGAN CHASES Co w— Commas — NV — Ser

Prmizer Common — DV — SeLL

Amer iNT GRouw a ~~ Common — OV — TRANSFER

Several SLecric Comma — DIV — TRANSFER

wave Core Common — DOIN — TRANSFER

Zu ony Common — OW — RANSFER

Prrzer Common — DV — TRAVSFER

STRKER CORP Common — ON — "RAASFER

O6TSIE ROLL Commer — ODN — RALNSFIR

NELLS FARGE comma) — DWV — TRANSFER

TERR L- LYNE SBC FUND — TRANSFER

AMER ‘wr. GRoue ~~ Co Tyr, — BI

GENERAL ELECTRIC ~— Cary mN, — SELL

INTEL Corp, Common — SELL

Bul ‘LN Common — S.

PFIZER Common — SEL.

Svreee Cork Common — Sz

1 OCTIE ‘Rell Commen — SziL

Bens FARGs Common — Sel

MERRILL NH Stk Tun ™S — CLOSE

NoreAN Strniey "RATER — OVER

MERRILL WRC, RAR ID — DW — RolLOVER

DARMARK SELECT — AUN

MTS RESEARCH — Auy

CW GAWILEQ — Aus

mL SLOBAL — Buy

Tmce REAL RETURN — Bus

OPPERHEWmMER NLL — Bos

ScuDDER FIGH REYORN — Su

THOENIX~ ERGEMRANN — Au

DREVTFLS PREMIER — Bus

woRD ABBEW IESEARL: — Bu

DF ENHEIMER DEVELOANG cashes Ym Art ree — ‘Bon

1 Al 56 _ I FIORNBURG. NWTERRNATION Yi — Bus

VAN RANPEN ComSTac — RN

DRR=MFUS APFRECIRMON — Bon

RenwEmesr SevcEeS — us

Coren Steers — DUN

MATHEWS ASIAN FONDS — Bus

OSOWN rANeack IS Sem Oar EATERS — ENS

ew GRLLER — SEL.

mu Joma

ProEn—~ENGCEMANN — Seu

No reportable income, qo reportable inc

a: 2 Catto cum. Ai

A yy,

ry: pl 34

SuareE |, Gary L

5-13-2008

1b

VIL Page X INVESTMENTS and TRUSTS — income, value, transactions (Includes those of

spouse and dependent children. See pp. 34-57 of Instructions.)

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This is a copy of a public record, reproduced as it was published. It is not legal advice, and it may not be the version a court would rely on. Check the official source before you cite it.

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