Thomas W. Phillips

CD-ISTNATL BANK, ONF — Interest — A

SELECTED AMERICAN SHARES S — Int/Div — Sold

RAINIER SMALLMID CAP EQUITY — Int/Div — Sold

FIDELITY ADVISOR DIVERSIFIED INTLT — Int/Div — Sold

FIDELITY ADVISOR NEW INSIGHTS 1 — Int/Div — Sold

AMERIPRISE INS MONEY MARKET — Interest

ISHARES BARCLAYS AGGREGATE BD FUND — Int/Div — Buy

ISHARES MSC] EMERGING MARKETS INDEX — Int/Div — Buy

ISHARES S&P 500 GROWTH INDEX FUND — Int/Div — Buy

ISHARES BARCLAYS AGGREGATE BD FUND — Int/Div — Buy

ISHARES MSCI EMERGING MARKETS INDEX — Int/Div — Buy

ISHARES S&P 500 GROWTH INDEX FUND — Int/Div — Buy

ISHARES MSCI EAFE INDEX FUND — Int/Div — Buy

57. ISHARES RUSSELL 1000 VALUE — Int/Div — Buy

ISHARES IBOXX HIGH YIELD CORPORATE BOND FUND — Int/Div — Buy

ISHARES LEHMAN 1-3 YEAR CREDIT BOND FUND — Int/Div — Buy

Gift — ATTEND ANNUAL REVIEW SEMINAR W/O CHARGE — TENNESSEE LAW INSTITUTE — $400.00

Spouse's income — 2009 — ONEIDA INDEPENDENT SCHOOL. SYSTEM (RETIRED TEACHER) 0.00

Did not teach in 2009.