Sarah Evans Barker

Waddell & Reed Advisors Asset Strategy A (Mutual Fund) (IRA #2) — Int/Div

Waddell & Reed Advisors Government Securities A (Mutual Fund) (IRA #2) — Int/Div — Sold

Waddell & Reed Advisors New Concepts A (Mutual Fund) (IRA #2) — Int/Div — Buy

Ivy Limited-Term Bond A (Mutual Fund) (IRA #2) — Int/Div — Buy

Director 2001-2012, Immediate-Past President, as of 5/2010, Federal Judges Association

Board of Advisors, 1989-2012, Indiana University--Purdue University at Indianapolis

Director 1996-2012, IU Heaith (nonprofit). Formerly Methodist Heaith Group; formeriy Cianan Heaith F

Director 2010-2012 ** (Please see note at Part VIII), Spencer Williams Foundation

Director 2003-2012, Indiana Historical Society

Reimbursement — Federal Judges Association — 04/12-14/2011 — Washington, DC — Executive Comm/Board mtg — Air, lodging, and meals

Reimbursement — Federal Judges Association — 09/14-15/2011 — Washington, DC — Congressional reception — Air, lodging, and meals

Reimbursement — George Mason Univ. & Law Ctr — 11/13-1572011 — Arlington, VA — Civil Justice Symposium — Air, lodging, and meals

Spouse's income — IU Health Morgan Hospital -- Nonemployee compensation

Part I Positions(1-5, 7): The positions listed include the positions held for calendar year 2011 plus those held through

May 2012. In Financial Disclosures submitted in previous years, the positions were listed for the full calendar year (twelve

months total); however, in those past reports, including the 2010 Financial Disclosure, the reporting year was excluded.

Henceforth, the report will document positions for the full seventeen months.

Part I Positions(4): The Spencer Williams Foundation Directorship, an ex-officio position related to responsibilities as President

of the Federal Judges Association, was inadvertently omitted in the past and will be added to the Financial Discl. from now on.

Part VII Investments and Trusts (5): "FIA Card Services NA RASP" involves an aggregated and occasionally report-

able, temporary accumulation of IRA cash held as reserves and/or swept into deposit accounts in Merrill Lynch-allied

institutions. This is in essence a cash flow phenomenon which occurs to varying degrees within IRA account #1

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

the dividends. Such underlying holdings are disclosed fully elsewhere in Section VIL