Thomas Selby Ellis 3

Wachovia Bank Accounis — Interest

IRA #1 (formerly listed as IRA #2)

Calamos Growth Fd A — None

Cambiar Opportunity Fd — None

FMI FDS Focus Fd — None

Goldman Sachs Tr Finl Sq Mmkt — Int/Div

Hotchkiss & Wiley Mid Cap Value — None

Juhws Baer Int'l Equity — Int/Div

Kinetics Sm Cap Opportunities 1 — None

Kinetics Paradigm Fd - — None — Sold (part)

Legg Mason Value Trust — None — Sold (part)

Royce Total Return Fd CLW — None

TCW Fds Select Equities Fd — None — Sold (part)

Alger Sm Cap — None — Sold

Blackrock Lg Cap Value Fd — None — Sold (part)

Columbia Fds Tr Marsico 21st Century Fd CLA — None — Sold (part)

DWS Dreman Sm Cap Value CLS — None

Quantitative Grp Fds Foreign Value Fd Ord SHS — None — Sold (part)

RS Invi TR Global Natural Res Fd CLA — Int/Div — Buy

Artio Int'l Equity FACL 1 — None — Buy

Security EQ Fd Mid Cap Value Ser CL A — None — Buy

T Rowe Price Mid Cap Growth Fd — None — Buy

26. Touchstone Large Cap Growth Fd CL 1 — None — Buy

Wells Fargo Fds Tr Small Cap Growth Fd Admin CL — None — Buy

Delaware Grp Advisor Fds Inc US Growth Port Insti CL — None — Buy

John Hancock Classic Value FACL 1 — None — Buy

Harbor Int’) Inst] CL — None — Buy

Oppenheimer Int’ Growth FA CL Y — None — Buy

IRA #2 (formerly listed as IRA #3)

Baron Select Partners — Int/Div — Sold (part)

Baron Select Partners — Sold (part)

Touchstone Inst’l Fds Tr Sands Cap Instl G rowth — Int/Div — Sold (part)

Touchstone Inst’l Fds Tr Sands Cap Inst] G rowth — Sold (part)

Diamond Hill Sm Cap Fd A — None — Sold (part)

Dodge & Cox Int'l Stock Fd — Int/Div — Sold (part)

Dodge & Cox Intl Stock Fd — Sold (part)

Hotchkiss & Wiley Cor Val } — None — Sold (part)

Hotchkiss & Wiley Cor Val — Sold (part)

Janus Mid Cap Val Fd Inst — None — Sold (part)

Janus Mid Cap Val Fd Inst — Sold (part)

Julius Baer Int'l Equity 11 — Int/Div — Sold (part)

Julius Baer Int'l Equity 11 — Sold (part)

Kinetics S/C Opp Inst’] — Int/Div — Sold (part)

Munder M/C Core Growth Y — None — Sold (part)

Munder M/C Core Growth Y — Sold (part)

Wavhwde Mui SICrdaCL A — NORE — Sold (part)

Pioneer-Cullen Value Y — None — Sold (part)

Pioneer-Cullen Value Y — Sold (part)

Sunamer Foc SC Growth CL A — None — Sold (part)

CRM Mid Cap Val Inst’] — None — Sold (part)

CRM.Mid Cap Val Inst] — Sold (part)

Wells Fargo Adv End SL-1 — None — Sold (part)

GS Finl Sg Mmkt Inst’) — Int/Div

Keeley Small Cap Value CLA — None — Sold (part)

Keeley Small Cap Value CLA — Sold (part)

RS Invi TR Global Natural Res Fd CLA — Int/Div — Sold (part)

SSGA Fds Int'l Stock SEL — None — Sold (part)

SSGA Fds Int'l Stock SEL — Sold (part)

ABRDN Small Cap Fd A — None — Buy

TIAA-Cref Inst’ Int'l Eq Fd — None — Buy

Touchstone Large Cap Growth Fd CL — None — Buy

Blackrock Fds Intl Opp Instl CL B — None — Buy

Cambiar Opp Fd — None — Buy

h RS Invstmt Fds Emerging Mkts Fd A — None — Buy

John Hancock Classic Value Fd CL 1 — None — Buy

Harbor Int'l Inst’] CL — None — Buy

Hartford Int'l Growth Fd — None — Buy

Hotchkiss & Wiley Fds Mid Cap Value Fd CL) — None — Buy

Legg Mason Value Trust TR Inc Nav Value Trust — None — Buy

Neuberger & Berinan Small Cap Growth Fd In — None — Buy

Secunty Equity Fd Mid Cap Value Ser CL A — None — Buy

Satuit Capital Micro Cap Fd — None — Buy

Wells Fargo FDS TR Small Cap Growth Fd Adm — None — Buy

Advisory Board Member, Dean's Intellectual Property Law Advisory Board, George Washington University

Member, Judicial Conference Advisory Committee on Appellate Rules (and Sealing Subc ommittee)

Reimbursement — Villanova University School of Law — 2/1/2008 10 2/2/2008 — Villanova, PA — Seminar (speaker) — food/lodging/travel

Spouse's income — 2008 — Charlottesville City Public Schools - salary

Spouse's income — 2008 — Albemarle County Public Schools - salary

VIII. ADDITI ONAL INFORMATION OR EXPLANATI ONS. {Indicate part of Report.)

"IRA #2" from 2007 report has been renamed "IRA #1”

"IRA #3" from 2007 report has been renamed "IRA #2”