Jay S. Bybee

Southern California Edison Common Stock — Nonc

Fidelity Destiny IRA — None

Washington Mutual IRA — None

Acana Life Insurance (whole hile) — None

American General Insurance — None

Mud Cap Index Fund — note in Pan VII

Stock Index — note in Pant VIII

Large Cap Value Fund — note in Pan V11I

Foreign Value Fund — note in Part VII

Sacially Responsible Fund — note in Pan VIII

Fiaed Account Plus — note in Pan VIH

Blue Chip Growth — note in Pant V1).

Large Cap Core — note in Part VIII

Intermational Growth Fund — note in Pan VII

Mud Cap Growth Fund — note in Pan VII

Conseco Annuity — Distribution

Virginia Educational Savings Trust — None

Gift — Latham & Watkins, LLP — Legal Services — $2,507,274.00

Gift — Davis Polk & Wardwell — Legal Services — $71,129.43

Gift — The Wolf Group — Consulting Services — $40,000.00

Gift — Geoffrey llazard — Legal Services — $9,600.00

Agreement — 1999 — Contract with Greenwood Press as co-author for book (published 2006)

Liability — Bankof Amenca — Mortgage on rental property, Henderson, NV (Part VII, linc 31)

Spouse's income — 2009 — Clark County School District

Pant 1:

The reponable assets of Trust #1 arc listed separately in Pan VIL

Part Vi:

Lines 11-27: These qualified plans were added or removed by VALIC (Part VII, line 10) through my managed account panicipation. The VALIC account

consists of my retirement program (rom the University of Nevada, Las Vegas. and an individual retirement account (JRA).