Leonard I. Garth

General Electric Common — Int/Div

Exxon Mobil Corp. Common — Int/Div

Israel Bonds — Interest

Chase Savings Bank — Interest — Closed — Part VIII

Dreyfus Growth & Income (IRA) — Int/Div

AARP Growth &Income Fund (DWS Investments) — Int/Div — Part VIII

Dreyfus Growth & Income (IRA) — Int/Div

Nuveen Reinvest Acct (NJ Mun) — Interest — Sold

Nuveen Reinvest Acct (CT Mun) — Interest — Buy

Wachovia (Savings) (Y) — Closed — Part V11I

Phoenix Common — Int/Div

Comcast Common — Int/Div

Wachovia (Checking) — None

Alcatel-Lucent Common — Int/Div

Smith Bamey (Y) — Part VIII

Bank of America Estate Checking Account — Interest — Closed — Part VIII

Capmark Bank Utah - CD (Y)

Discover Bank DE-CD (Y)

Dorall Bank PR - CD (Y)

Eagle National Bank of Miami FL - CD (Y)

First National Bank of Omaha - CD (Y)

Washington Mutual Bank NV - CD (Y)

Proficio Bank Utah (Y)

Park Avenue Bank NY (Y)

Indymac Bank FSB, CA (Y)

Eurobank PR (Y)

Vinus Investment Partners, Inc. Common — None

FairPoint Communications Common — None

Guilford Savings Bank, CT CD — Interest

Morgan Stanley Bank CD — Interest

Goldman Sachs CD — Interest

GE Money Bank, Salt Lake City, UT CD — Interest

JB Hanauer Federated Moncey Market (Y)

Guardian Life Insurance — Int/Div

Crown Life Insurance (X) — Int/Div

Guilford Savings Bank — Interest — Part Vil

RBC Investments — Interest — Pant VII

Executor of the Estate of ¥, Appointed and accepted Executorship consistent with the Code of Conduct for U.S. Judges. See Pant VIII

Liability — I}. Guardian Life Insurance Co. (sce Part VII — Loan against cash value

Liability — Crowa Life Insurance Co. (see Part VI) — Loan against cash value

Part 1

The Estate was closed in 2009 by the Final Distribution of Funds held in the Bank of America checking account (See Part VIII, #21)

Part VI #1 I have previously reported this policy as "Owner." Iam not the Owner

is the Owner. Iam the Insured

Part VI #2 I have previously reported this policy as "Owner." 1am not the Owner.

=

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is the Owner. | am the Insured

Part VII #7 Chase Bank Savings. I closed out all the savings and transferred them to the Chase Bank Checking Account (see #8 infra). 1do not have any Chase

Bank Savings Account remaining. Let me also advise that the reason I havenot supplied the specific dates (although I have in most cases furnished the month and

the year), is that the specific date on which the transactions occurred is unavailable to me and it is not anticipated that I will be able to obtain such dates in the

future

Part VII #11 DWS was formerly reported as AARP. AARP Growth & Income Fund is now known as DWS Investments. The same account number remains. [

understand that AARP became "Scudder Investments” in 2006 and, thereafter, in 2008 or later, it became DWS Investments

Part VII #15 Some time during 2008, I closed my savings account at Wachovia by depositing the funds in the Wachovia checking account (see #18 infra)

Part Vil #20 Smith Bamey was an Estate

ag

| Brokerage Account which was closed some time in 2008, with all funds deposited in the Bank of

America Estate Checking Account (see #21 inf;

Part VII #21 Bank of America Estate Checking Account. This was the Estate

Jestate funds were accumulated in this account. In October

2009 the final checks for commissions and to the residuary beneficiaries were paid, as well'as a accountant and the Estate lawyer. The Account and Estate were

closed.

Part VII #40 JB Hanauer is now known as RBC Investments. In November 2008, concurrent with the sale of ourresidence, I transferred all my securities to JB

Hanauer (now known as RBC Investments) for management. RBC Investments manages my securitics and accumulates any cash dividends or sales proceeds in

their Federated Money Account

Part VI #43 Guilford Savings Bank was opened by me in which the interest and other deposits received by me in Connecticut could be deposited. This is distinct

from the Guilford Savings Bank CD (see #34 supra) as reported

Part VII #44 RBC Investments is the successor of JB Hanauer (sce #40 supra). RBC Investments now have all of the securities that JB Hanauer had received, as

well as any funds received which are deposited in the RBC Investments Federated Money Account