Sarah Evans Barker

Bose McKinney & Evans Retirement Plan, Common Trust Fund — Int/Div — explanatory note.

Kirr Marbach Equity Fund — Int/Div

Private Capital Management Equity Fund — Int/Div

Fidelity Investment Grade Bond Fund — Int/Div — Redeem

Vanguard Wellington Balanced Fund (VWENX) . — Int/Div — Buy* — *Reallocation

Vanguard Intermediate Term Bond Index Fund — Int/Div — Buy* — *Reallocation

Vanguard Reit Index Fund — Int/Div — Buy* — *Reallocation

Post Office Credit Union, Account — Interest

JP Morgan Chase Bank, formerly Bank One, Indianapolis — Interest

EuroPacific Growth Fund, Los Angeles, CA, (IRA)

Fund) — Int/Div

Merrill Lynch Global Allocation Fund, Inc., (IRA)

Fund) — Int/Div

Merrill Lynch Retirement Reserves (IRA Money Accounts) — Interest — explanatory note

JP Morgan Chase Bank, formerly Bank One, Indianapolis — None

JP Morgan Chase Bank, formerly Bank One Indianapolis — Interest

CISCO Systems, Inc. Common Stock — None

Align Technology, Inc. Common Stock — None

Member, Spirit and Place Advisory Board

Member, Board of Advisors, Indiana University-Purdue University at Indianapolis

Emeritus Member, Board of Visitors, Indiana University, School of Law, Bloomington

Member, Distinguished Alumni Service Award Club, Indiana University ——————————————————————————————————————————

A Member, i. = = mM Indianapolis, Federal and Indiana State Bar Association$— Phi ay —————————————————————————————————— ————————

Member, The Lawyers Club, Indianapolis = oo = £17

Member, oo _ i ll Downtown Kiwanis Club of Indianapolis = = =

Director, — Bi [Sa Indiana Historical Society

Co-Chair, Women in Law Conference, Indianapolis

Director, Einstein Institute for Science, Health and the Courts

Member, Executive Committee, The Gathering

Board of Advisors, Center for International & Comparative Law, Indiana University School of Law Indianapolis

Member, Women Judges Association

Director/Member, Methodist Health Group Inc. (non-profit)

Director, Advanced Science and Technology Adjudication Resource —————————————————————————

Advisor, American Law Institute, Aggregate Litigation project

Director, Hanover College, Hanover, Indiana

Reimbursement — Indiana Historical Society/Lumina Foundation Table — 2 dinners at Society annual fundraiser for which Judge served on planning committee N

Reimbursement — Present/former staff, family and personal friend of reporting individual — For 20th Anniversary as US District Judge, 4 dinners, gift and hotel overnight

Reimbursement — Margot Eccles — Two tickets to United Way's United on Broadway dinner and “Lion King fundraiser

Reimbursement — President Adam Herbert, Indiana University — Two tickets to Indiana University basketball game

Reimbursement — Advanced Science and Technology Adjudication Research Center (ASTAR) — November 18-19, Annapolis, Md., Meeting of ASTA Board re Standards, Credentials and Accreditation (Transportation, meals and lodging)

Reimbursement — American Law Institute — September 10-11, Philadelphia, Pa., meeting of Aggragate Litigation Advisors (Transportation, meals and lodging)

Reimbursement — Federal Judges Association — May 15-17, Washington. DC, Board Meeting (Transportation, meals and lodging)

Reimbursement — American Bar Association — March 25-28, Orlando, Fla., Litigation, Environment, Products Liability and Mass Torts CLE Conference (Transportation, meals and lodging)

Income — 1. — FU Oy LULL 9 JUUOA 9

Spouse's income — SEE "ADDITIONAL INFORMATION FOR EXPLANATIONS"

vill, ADVUIL1LIVINAL INFURIVIA LIVIN URN EAT AINA LIUIND

(AdiICde Palit V1 RCPOIL)

Section VI: O

as graduate educational loans which may have been occasionally listed, wrongfully,

redit

Gm

report. However,

heh

ly is signed on such loans, and neither the reporting person nor

@B: involved in such loans in any I

egal capacity

Section VII (1): The interest in the "Bose McKinney & Evans Retirement Plan" is an interest of Spouse in a tax-deferred common trust fund for retirement

Ormer ei

purposes, which is maintained by

in

mployer. The overall Retirement Plan is itself governed by trustees who are elected from within the

partnership of the Bose McKinney & Evans law firm

not eligible to vote for such trustees and has no voice in nominating or otherwise selecting

them. As a result of changes by such trustees, the Fidelity Investment Grade Bond Fun

on

d

redeemed in 2004 (see line 1c); this released monies which

could be reallocated among as many as ten collective accounts approved by said trustee.

CH

nterest was therefore rebalanced, and the portion

previously in 1(c) is now in the three commingled funds named at 1(d), 1(e), and 1(f). All funds listed in this report for the Retirement Plan, including but

not limited to the three here which are newly designated, are managed by independent professional managers who engage in various and/or numerous

transactions within their respective funds. In the course of overseeing assets in the various commingled funds listed in this Financial Disclosure Report,

the Plan trustees have delegated to the professional fund managers all authority with regard to purchases, sales, exchanges, or other dispositions of assets

within each fund

ccordingly has no more control over individual assess than would be had as

investor in any publically-traded mutual fund

terest in the Plan as a whole represents less than one percent of the Plan's assets, an

making no contribution to the Plan outside the

reinvestment sources generated from within the above-listed funds themselves

Section VII (6): "Merrill Lynch Retirement Reserves" is an aggregated and occasionally repormable, temporary accumulation of IRA cash held as reserves

and/or swept into deposit accounts in Merrill Lynch banks. This is in essence a cash flow phenomenon which occurs to varying degrees within IRA

accounts prior to dividends, etc., being automatically reinvested in the underlying holdings, which themselves produced the dividends. Such wrdeslying

holdings are disclosed fully € elsewhere in Section VIL