Susan C. Bucklew

Rental Property---Tampa FL Assessed value $404, 950.00 — Rent

Oppenheimer Main Street Fund A

American Balanced Fund R-4

ING GNMA Income Fund- A

American New Prospective Fund Class R-4

ING Plus MidCap Fund A

Baron Growth Fund

American The Growth Fund of America wk

DWS Equity 500 Index Fd-S

Lord Abbett Affiliated Fund A

Wachovia Command Money Sweep Funds — Interest

Diamonds Trust Unit Ser 1 — Int/Div

IShares TR-S&P Smallcap 600 Value Index FD — Int/Div

Shares TR Russell 1000 Growth Index FD — Int/Div

IShares TR-S&P Mid cap 400Value Index FD — Int/Div

Shares S&P Midcap 400 Growth Index Fund — Int/Div

IShares MSCI EAFE Index Fund — Int/Div

IShares TR S&P 500 Index FD — Int/Div

Shares TR-Russell 1000 Value Index FD — Int/Div

IShares TR MSC] Emerging Markets Index — Int/Div

Columbia Acom Fund Class A — Int/Div — Sold

Davis New York Venture Fund CL A — Int/Div — Sold

Claymore/Zacks Mid-Cap — Int/Div — Buy

Shares MSCI Pacific Ex-Japan Index Fund — Int/Div — Buy

Powershares Zacks Small CAP Portfolio — Int/Div — Buy

Rydex ETF TR S&P 500 Equal Weighted Index FD — Int/Div — Buy

SPDR S&P INTL Small ET CAP — Int/Div — Buy

Wisdomtree INTL M/C DVD Fund — Int/Div — Buy

Wisdomtree INTL S/C DVD Fund — Int/Div — Buy

Wisdomtree LOW P/E Fund — Int/Div — Buy

IRA — Int/Div

Calamos Growth Fund Class A — Sold

Causeway INTL Value Fund INS SHS — Sold

FMI FDS Focus Fund — Sold

Harbor Small CAP Value Institutional — Sold

Janus INVT FD Mid Cap Value FD INSTL SHS

Julius Baer INVT FDS INTL Equity FD cL]

Legg Mason Value Trust Tr INC NAV Value Trust — Sold

Pimco FDS PAC INVT MGMT Ser Total Return FD INSTL Cl — Sold

Cambiar Opportunity FD — Sold

WtMut Fd CRM Mid Cap Value FD INSTL

Western Asset Core Bond FD CL-1 — Sold

Blackrock Funds Large Cap Value FD CL A

Kinetics Paradigm Fund-Inst

Cambiar Conquistador Investor Class — Sold

Hartford Fortis Funds Small Cap Growth CIA — Sold

Baron Select Fds Baron Partners FD — Buy

Bridgeway FD INC Ultra-Small Co Tax Adv — Buy

Diamond Hill Funds Small Cap Fd CL A — Buy

Dodge & Cox Intl Stock Fund — Buy

Goldman Sachs TR FINL Square MMKT FD CL-1 — Buy

Hotchkis & Wiley Core Value FD CL-1 — Buy

Keeley Small Cap VALU Fund Class A — Buy

Munder Midcap Core Growth FD Class Y — Buy

Nuveen Tradewinds Intl Nuveen International Vulue Fd CL R — Buy

Nationwide Mut FDS Small Cap FD CL A — Buy

Pioneer Cullen Value Fund Class Y — Buy

RS Invt TR Global Natural Res FD Class A — Buy

Sunamerica Funds Focused Small Cap Growth Portfolio Class A — Buy

SSGA FDS Intemational Stock Sel — Buy

Touchstone Instl FDS TR Sands Cap Inst] Growth — Buy

Director-stockholder, Cawthon Oil Company

Liability — American Express — Credit Card

Reimbursement — Suncoast Schools Credit Union — Credit Card

Income — 2007 — State of Florida---Division of Retirement — $37,742.22

PART II: The date listed is the date I began drawing retirement from the state of Florida.

PART VII: Line 1. The appraisal of the rental property in Tampa Florida is based on the county property appraiser's assessment in 2007. That Assessment was

$395,006.00

PART VII: Line 47. Wt. Mut Fd CRM Mid Cap Value FD Instl is now known as CRM Mid Cap Value FD. Instl