Gladys Kessler

ADP - common stock — Int/Div

Tyco - common stock — Int/Div

MMM - common stock — Int/Div

GE - common stock — Int/Div

Black & Decker - common stock — Int/Div

Vanguard High Yield Tax Exempt - mutual fund — Interest — Sold (part)

Vanguard Tax Exempt Money Market Fund — Interest

Sun Trust - Checking Account — Interest

Wells Fargo Advan Corp Bond Fund (chari table) - mutual fund — Int/Div — Buy (add'l)

Wells Fargo Advan Corp Bond Fund (chari table) - mutual fund — Sold (part)

Wells Fargo Advan Corp Bond Fund (chari table) - mutual fund — Sold (part)

Wells Fargo Advan Corp Bond Fund (chari table) - mutual fund — Sold (part)

Wells Fargo Advan Corp Bond Fund (chari table) - mutual fund — Sold (part)

Wells Fargo Advan Corp Bond Fund (chari table) - mutual fund — Buy (add'l)

Wells Fargo Advan Corp Bond Fund (chari table) - mutual fund — Sold (part)

Wells Fargo Advan Corp Bond Fund (chari table) - mutual fund — Sold (part)

Wells Fargo Advan Corp Bond Fund (chari table) - mutual fund — Buy (add'l)

Wells Fargo Advan Corp Bond Fund (chari table) - mutual fund — Sold (part)

Wells Fargo Advan Corp Bond Fund (chari table) - mutual fund — Sold (part)

Wells Fargo Advan Corp Bond Fund (chari table) - mutual fund — Buy (add'l)

Wells Fargo Advan Corp Bond Fund (chari table) - mutual fund — Sold (part)

Wells Fargo Advan Corp Bond Fund (chari table) - mutual fund — Sold (part)

Wells Fargo Advan Corp Bond Fund (chari table) - mutual fund — Buy (add'l)

Wells Fargo Advan Corp Bond Fund (chari table) - mutual fund — Sold (part)

Wells Fargo Advan Corp Bond Fund (chari table) - mutual fund — Buy (add'l)

Wells Fargo Advan Corp Bond Fund (chari table) - mutual fund — Sold (part)

Wells Fargo Advan Corp Bond Fund (chari table) - mutual fund — Sold (part)

Wells Fargo Advan Corp Bond Fund (chari table) - mutual fund — Buy (add'l)

Wells Fargo Advan Corp Bond Fund (chari table) - mutual fund — to line 30)

Wells Fargo Advan Income Plus (charitable) - mutual fund — Int/Div — from line 9)

Wells Fargo Advan Income Plus (charitable) - mutual fund — Buy (add'l)

Wells Fargo Advan Income Plus (charitable) - mutual fund — Sold (part)

Wells Fargo Advan Income Plus (charitable) - mutual fund — Sold (part)

Wells Fargo Advan Income Plus (charitable) - mutual fund — Buy (add'l)

Wells Fargo Advan Income Plus (charitable) - mutual fund — Buy (add'l)

Wells Fargo Advan Income Plus (charitable) - mutual fund — Sold (part)

Wells Fargo Advan Income Plus (charitable) - mutual fund — Sold (part)

Wells Fargo Advan Income Plus (charitable) - mutual fund — Sold (part)

Wells Fargo Advan Income Plus (charitable) - mutual fund — Sold (part)

Wells Fargo Advan Income Plus (charitable) - mutual fund — Sold (part)

Wells Fargo Advan Income Plus (charitable) - mutual fund — Sold (part)

Wells Fargo Advan Income Plus (charitable) - mutual fund — Buy (add'l)

Wells Fargo Advan Income Plus (charitable) - mutual fund — Sold (part)

Wells Fargo Advan Income Plus (charitable) - mutual fund — Sold (part)

Wells Fargo Advan Income Plus (charitable) - mutual fund — Sold

Wells Fargo Advantage Fund IRA - mutual fund (g) — None

Vanguard 500 Index Fund — Int/Div

Vanguard Dividend Growth Fund (g) — Int/Div

Janus Twenty Fund — Int/Div

Warehouse Leasing Assoc., L.C. (gb) — None — Sold

Banc of America - Nuveen Dividend Advan tage Muni Bond Fund — Interest — note in part VIII

Washington Mutual - common stock [1 — Int/Div

Apache Corp - common stock(! — Int/Div

General Electric - common stock I] — Int/Div — Buy (add'l)

Smith Midland - common stock [1 — None

Quality Systems - common stock (if) — Int/Div

General Dynamics - common stock (fj) — Int/Div

Banc of America - Eaton Vance Municipal j Bonds — Int/Div — note in part VIII

Vanguard Health Care Fund — Int/Div

Banc of America - D.C. G.0. Bond — Interest — Sold (part) — note in part VIII

Banc of America - D.C. G.0. Bond — Sold (part)

Banc of America - D.C. Revenue Bond — Interest — note in part VIII

Allstate - common stock (f} — Int/Div — Buy (add'l)

RPM International - common stock (fff) — Int/Div — Buy (add'l)

Banc of America - 3M Company — Int/Div — note in part VIII

Banc of America - General Electric — Int/Div — note in part VIII

Banc of America - Eaton Vance Worldwide Health — Int/Div — note in part VIII

Wells Fargo Advantage Opportunity Fund nN — None

Ferris Baker Watts - Reserve Primary Fund [12 — Int/Div

Bank of America - common stock (i) — Int/Div

Vanguard Mid-Cap Index Fund Admiral Sha res — Int/Div

PNC Bank - Checking Account (§) (X) — None

Pentair, Inc - common stock (§) — Int/Div

Broadridge Financial Solutions, Inc — Int/Div

Vanguard Ins LT Tax-Exempt Adm - (i) — Interest — Buy (add'l)

Vanguard Ins LT Tax-Exempt Adm - (i) — Sold (part)

Vanguard Ins LT Tax-Exempt Adm - (i) — Sold (part)

Vanguard Ins LT Tax-Exempt Adm - (i) — Buy (add'l)

Vanguard Ins LT Tax-Exempt Adm - (i) — Buy (add'l)

Vanguard Ins LT Tax-Exempt Adm - (i) — Sold (part)

Vanguard Ins LT Tax-Exempt Adm - (i) — art)

Vanguard Ins LT Tax-Exempt Adm - (i) — Sold (part)

Vanguard Ins LT Tax-Exempt Adm - (i) — Sold (part)

Vanguard Ins LT Tax-Exempt Adm - (i) — Sold (part)

Vanguard Ins LT Tax-Exempt Adm - (i) — to line 94)

Vanguard Growth and Income Fund - (§) — Int/Div

Matthews China Fund - (@) — Int/Div

Ferris Baker Watts - Ace Comm Corp - co mmon stock (@) — None — Sold

Covidiend Ltd - common stock — Int/Div

Vanguard IRA 500 Index Fund Admiral Sha res — Int/Div

Vanguard IRA Mid-Cap Index Fund Admi ral Shares — Int/Div

Sandy Spring Bancorp -(g) — Int/Div — Buy

Sandy Spring Bancorp -(g) — Buy

Vanguard Long-Term Tax-Exempt Adm [1 — Interest — from line 75)

Dow Chemical Company - common stock » — None — Buy

Director and Board Chairperson, Our Place, D.C. --a 501(c)(3) organization

3., Ly iia = ZS ~m = TT rf ————— rea ee———

Agreement — 2008 — I'am a member of the D.C. Judges' Retirement Fund and eligible for all benefits. 1 am now collecting a reduced annui ty from the fund.

Agreement — 2008 — As a Senior Judge, I now receive a pension rather than a salary

Income — 2008 — D.C. Government - Pension — $118,880.40

Income — 2008 — Judicial Retirees & Survivors Admin Office of the US Courts - Pension — $159,852.88

Income — 2008 — Vanguard Fiduciary Trust Company — $16,735.00

Spouse's income — 2008 — Prudential Insurance Company - Pension

Additional notes on Part VII: lines 51, 58, 60, 62, 65, 66, 67 are all holdings in the same brokerage account.