Janet C. Hall

Templeton Dragon Fund — Int/Div

Vanguard Windsor 11 I'und — Int/Div — Buy

Vanguard Windsor 11 I'und — Buy (add'l)

Mutual Discovery Fund CL.2 — Int/Div

Columbia Value Rest. Fund — Int/Div — Sold (part)

Rovce Total Return Fund — None — Sold

Schwab US Treas Money Fund — Interest — par)

Schwab US Treas Money Fund — Buy

Schwab Value Advantage Money Fund — Int/Div — pan)

Schwab Value Advantage Money Fund — par)

Schwab Value Advantage Money Fund — Sold (part)

Wells Fargo Adv S/C Value Z — None — Sold

Muhlenkamp Fund — Int/Div

AMR Com, — None

Artisan Int'l Small Cap — Int/Div

Calamos Growth Fund - A — None — Sold (part)

Calamos Growth Fund - A — Buy

T. Rowe Price MidCap Growth — Int/Div

T. Rowe Price Cap. App.Fund — Int/Div

Vanguard Int'l. Growth Fund — None — Sold

Davis NT Venture Fd - A — Int/Div — Buy

Dodge & Cox Int], Stock — Int/Div

iShares INC MSCI EMU Index Fund — None

Plug Power Inc — None

Plug Power Inc — Buy (add'l)

Matthews Asia Pacific — Int/Div — Buy

Schwab S&P S00 Index Fund — Int/Div — Buy

Schwab ETES - US Large Cap ETF — Int/Div — Buy

Petrobank Energy & Res LTDF — None — Buy

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Liability — U.S. Dept. Education — Student Loan

Liability — Cmizens Bank — Line of Credit

Reimbursement — Federal Bar Council — 4/30 — New York, New York — FBC Law Day Event — Dinner

Spouse's income — 2009 — Self-employed lawyer

Part VII:

Lines 4: Name Change: Mutual Qualified Fund renamed Mutual Quest Fund

Line 11: Passive income from sub-chapter S corporation.

Linc 12: The appraisal date is 4/2008.

Line 14: At some point, this policy was assigned by Travelers to MetLife.

Line 15: In April, 2009, 1 transferred the cash value of the Crown Life Policy 10 a new policy with Axa.

Line 49: In the 2008 Report, this investment was reported sold. However, the sale was only a partial sale.

Line 92: This is one of many Schwab Money Market Funds held. It was opened before 1/1/09, but overlooked last year

Linc 48: (2008 Repurt): The partial sale on 11/24/08 disposed of all of this fund