Gary L. Sharpe

What was filed

237
investments
0
positions
0
gifts
0
agreements
0
debts
0
reimbursements
0
income
2
spouse income

Named parties

note in Part VIII
note in part VIII
Realty USA - Independent Contractor - Commissions
Real Estate Professional - Rental Property

As filed

Merrill Lynch (IRA #1) — Int/Div

Oppenheimer Developing Mkts C1 A

Thomburg Intemational Value Fund A — Sold (part)

Thomburg Intemational Value Fund A — Buy (add'l)

Aim Energy FACl A

Opppenheimer Gold & Special Metals Fund

Jennison Natural Resources Fd Cl Z — Sold

Blackrock All Cap Global Resources Cl 1 — Sold

Eaton Vance Greater India Fund Cl A — Sold

Blackrock Latin America Fd — Sold

Delaware Emerging Mkts Fd — Sold

Ing Russia Fund Cl A — Sold (part)

Ing Russia Fund Cl A — Buy (add'l)

AllianceBerstein Greater China 97 Fd — Sold

Merrill Lynch (IRA #2) — Int/Div

Oppenheimer Intemational Bond Fd Cl A

DWS Drem Hgh Ret Eq Inst — Sold

Dreyfus Premier Intl Vlaue Cl A — Sold

Lord Abbett Research Sm Cap Cl A — Sold

Oppenheimer Developing Mkts Cl A

Thomburg International Value Fund A — Sold

Vankampen Comstock Fund Cl A — Sold

Cohen & Steers Special Equity Fund — Sold

Matthews Asian Funds Japan Funds — Sold

AimEnergy FdCI A — Sold

Nationwide Global Natural Resources Fd Cl A... See Note — Sold (part)

Nationwide Global Natural Resources Fd Cl A... See Note — Buy (add'l)

Oppenheimer Gold & Special Metals Fund

Alger Health Sciences A

Blackrock Nat Resource — Sold

Columbia Technology Fd Cl A — Buy

Columbia Technology Fd Cl A — Buy (add'l)

Delaware Investments Diversified Income CA — Buy

Delaware Investments Diversified Income CA — Buy (add'l)

Baron Partners Fund NLD — Buy

Baron Partners Fund NLD — Buy (add'l)

JohnHancock Large Cap Equity Fd Cl — Buy

JohnHancock Large Cap Equity Fd Cl — Buy (add'l)

Pimco Total Retum Fd Cl A — Buy

Pimco Total Retum Fd Cl A — Buy (add'l)

Hartford Capital Appreciation Cl A — Buy

Hartford Capital Appreciation Cl A — Buy (add'l)

Eaton Vance Tax-MG Small Cap Cl A — Buy

Eaton Vance Tax-MG Small Cap Cl A — Buy (add'l)

RS Value Fund Cl A — Buy

New York College Tuition Savings# 1 (5 29) — Int/Div — Buy

New York College Tuition Savings# 1 (5 29) — Buy (add'l)

New York College Tuition Savings #2 (529) — Int/Div — Buy

McDermott Intl inc Common Stock

Apple Computer Inc Common

China Life Ins Co Common Stock — Closed — note in Part VIII

Dicks Sporting Goods Common Stock — Sold

Hana Biosciences Common Stock

Research in Motion LTD Common Stock

Wachovia Corp Common Stock — Sold

Southwest Energy Common Stock — Buy

Southwest Energy Common Stock — Buy (add'l)

Altria Group Inc ("MO") Common Stock — Buy

Altria Group Inc ("MO") Common Stock — Sold

China Medical Technologies SPON ADR (" CMED"™) Common Stock — Buy

China Medical Technologies SPON ADR (" CMED"™) Common Stock — Sold

Freddie Mac Common Stock — Buy

JP Morgan Chase & Co Common Stock — Buy

JP Morgan Chase & Co Common Stock — Sold

Humna Inc Common Stock — Buy

Humna Inc Common Stock — Sold (part)

Alger Health Sciences A — Sold (part)

Aberdeen Small Cap Fund CI A — Sold (part) — note in Part VIII

Aberdeen Small Cap Fund CI A — Sold (part)

Baron partners Fund NLD — par)

Baron partners Fund NLD — Sold (part)

Baron partners Fund NLD — Buy (add'l)

Aberdeen Natural Resources Fund Cl A — Sold (part) — note in part VIII

Aberdeen Natural Resources Fund Cl A — Sold (part)

Aberdeen Natural Resources Fund Cl A — Sold

Blackrock All cap Global Resources Portfo lio C11 — Sold (part)

Blackrock All cap Global Resources Portfo lio C11 — Sold

Blackrock Latin America Fd Cl] — Sold (part) — note in Part VIII

Blackrock Latin America Fd Cl] — Sold (part)

Blackrock Latin America Fd Cl] — Sold

Oppenheimer International Bond Fd C1 A — Sold (part)

Oppenheimer Developing Markets Fd Cl — Sold (part)

Loomis Sayles Bond Fd Instl Cl — Sold

Hartford Capital Appreciation Cl A — Sold (part)

Hartford Capital Appreciation Cl A — Sold

Hartford Capital Appreciation Cl A — Buy

Hartford Capital Appreciation Cl A — Buy (add'l)

Columbia Marisco Focused equity Cl A — Sold (part)

Columbia Marisco Focused equity Cl A — par)

Columbia Marisco Focused equity Cl A — Sold (part)

Columbia Marisco Focused equity Cl A — Sold

Thomburg International Value Fd 1 — Sold (part)

Thomburg International Value Fd 1 — Sold

American Cap Inc BLDR FD SBI Cl A — Sold (part)

American Cap Inc BLDR FD SBI Cl A — Sold

Ultra Financials Proshares Trust ("UYG") — Buy

Columbia Technology Fd Cl A ("CTCAX") — Buy

Columbia Technology Fd Cl A ("CTCAX") — Buy (add'l)

Delaware Investments Diversified Income Cl A ("DPDFX"™) — Buy

Delaware Investments Diversified Income Cl A ("DPDFX"™) — Buy (add'l)

John Hancock Large Cap Equity Fd C11 ("J LVIX™) — Buy

John Hancock Large Cap Equity Fd C11 ("J LVIX™) — Buy (add'l)

Pimco Total Return Fd Cl A ("PTTAX"™) — Buy

Pimco Total Return Fd Cl A ("PTTAX"™) — Buy (add'l)

Eaton Vance Tax-MG Small Cap Cl A ("ET MGX") — Buy

Eaton Vance Tax-MG Small Cap Cl A ("ET MGX") — Buy (add'l)

Spouse's income — 2008 — Realty USA - Independent Contractor - Commissions

Spouse's income — 2008 — Real Estate Professional - Rental Property

Part VIIA: L. 105: Last year's report should have reflected a "sale" of this asset on February 14, 2007 with a value code "J" and a gain code "A". Accordingly, I

marked the asset "closed."

L. 131: This asset is now described as "Gabelli Enterprise Metgers and Acquisitions Cl A". It is the identical asset listed on last year's report at L. 65 as "AXA

Enterprsie Mergers & Acquisitions Cl A". I don't know why there was a name change, but it is the same asset.

L. 147: This asset is now described as "Aberdeen Small Cap Fund Cl A". It is the identical asset listed on last year's report at L. 67 as "Gartmore Small Cap Fund

Cl A". | don't know why there was a name change, but it is the same asset.

L. 167: This asset is now described as "Aberdeen Natural Resources Fund Cl A". It is the identical asset listed on last year's report at L. 69 as "Nationwide Global

Natural Resources Fund C1 A". I don't know why there was a name change, but it is the same asset.

L. 184: This asset is now described as "Blackrock Latin America Fd C11". It is the identical asset listed on last year's report at L. 71 as "ML Latin America Fd CI

I". I don't know why there was a name change, but it is the same asset.