William Henry Stafford jr

New York Life Insurance Co. — Int/Div

Prudential Life Insurance Co. (policy) — Int/Div

Brokerage Account #] — Int/Div

Morgan Stanley Bank Deposit Program ‘money market) — Interest

Allied Capital Corp. common — Int/Div — Buy (add'l)

Allied Capital Corp. common — Buy (add'l)

Allied Capital Corp. common — Buy (add'l)

Allied Capital Corp. common — Buy (add'l)

Allied Capital Corp. common — Open — Inheritance

Blackrock World Investment Trust (closed end fund) — Int/Div

Cohen & Steers Select Utility Fund (closed end fund) — Int/Div

DWS Dreman Value Inc Edge Fund (clos ed end fund) — Int/Div

Genetech Inc (common stock) — None

Nuveen INSD Qual Muni Fund (closed enc fund) — Interest

Toyota Motor CP ADR common — Int/Div

Lehman Bros HLDG (preferred stock) — None

GMAC 8.000% (corporate bond) — Interest

JPMCHASE Capital XVI (fixed-rate capital security) — Interest

Unit Claymore Secs Closed-End Equity & Inc Ser (unit trst) — Int/Div — Buy (add'l)

NVIDIA — None — from line 34)

Brokerage Account #2 — Int/Div

Morgan Stanley Bank Deposit Program ( money market) — Interest

S&P 500 Index Fund (ETF) — Int/Div

Banco Bilbao VIZ ARG SA ADS common — Int/Div

Covidien LTD common — Int/Div — hi

Diamond Trust Series (ETF) — Int/Div

Duke Energy common — Int/Div

DWSDreman Value Inc Edge Fund (close d end fund) — Int/Div

General Electric common — Int/Div

Goodyear Tire & Rubber common — None

Johnson & Johnson common — Int/Div

NVIDIA Corp common — None — to line 22)

Spectra Energy common — Int/Div

Tanger Factory common — Int/Div

TYCO Electronics common — Int/Div

TYCO intl common — Int/Div

Wal Mart common — Int/Div

Wells Fargo & Co. common — Int/Div

Anheuser Busch Co's Inc — Int/Div — Buy

Anheuser Busch Co's Inc — Sold

IRA's - (Aggregate Ownership) — Int/Div

Morgan Stanley Bank Deposit Program ( ‘money market)

Templeton Developing Markets A (mutual fund)

PIMCO Total Retum A (mutual fund) — pan)

Allianz NFJ Small Cap Value A (mutual fu nd) — Buy (add'l)

ING Intl Value A (mutal fund) — Buy (add'l)

T Rowe Price Eq Inc (mutual fund) — Buy (add'l)

T Rowe Price Eq Inc (mutual fund) — Buy (add'l)

T Rowe Price Eq Inc (mutual fund) — Buy (add'l)

Blackrock Intermediate Bond (mutual fund )

Virtus Multi-Sector Short Term Bond Fund (mutual fund) — Sold (part)

Legg Mason Partners Global Hi.Yld Bond A (mutual fund)

Allianz CCM Mid-Cap A (mutual fund)

Columbia Marsico Growth A (mutual fun d) — Buy

Member, Board of Directors, Sacred Heart Hospital, Pensacola, F orida

Bl an. 5 Que

Many of the entries from previous reports were, and continue to be, held in IRA's and are reported under the Aggregate of Ownership Arrangement.

Line #10 & 11 - Inheritance by LC

Line #21 - Unit Claymore Closed End Equity & Income Trust Series 6 was rolled over into Unit Claymore Closed End Equity & Income Trust Series #16.

Line #44 - Money Market change from the Liquid Asset Fund to the Bank Deposit Program Money Market

Line # 53 - Pheonix Mutlti-Sector Short Term Bond Fund name was changed to Virtus Mutli-Sector Short Terrn Bond Fund.

Line #19, 31, 42,49, 50 & 51 from the 2007 Report: All investments were redeemed in 2007 and are no longer reported. Line #17 was transferred out to charity