Joseph Michael McLaughlin

Smith Rarn Money Mkt. Accoun< — -n=.

Common Stock DNF Select Income Func — Int/Div

JSKA Tax ExemDt Bonc¢ Func — Int/Div — Buy — Trac ing

JSKA Tax ExemDt Bonc¢ Func — Buy — Trac ing

JSKA Tax ExemDt Bonc¢ Func — Buy — Trac ing

Common S<toc¥ } Sudurdan Propane — Int/Div

Common Sock Cizicory — Int/Div

7TAA/CRZF Managed A.l.ocation Func — Int/Div — Buy — Prac 4 nor

TTAA/CRIT Growth Bovitv Func — Int/Div

Summary State. MT AA/CRZF Pension — Dis.

Income — 2008 Ma“ — shew Bender, Roya .:y — 37.28 ,..0L.87

ViI.

Line 10

TIAA/CHEF is a retirement plan established while I

was a law

teacher.

I am now taking Minimum Distribution

from this plan.

VII.

Tine 11

A large portion of my Keogh funds were rolled over

me —

to TIAA/CHREF in 2003.

TIAA/CREF gives me Ninimum

Distribution from these funds.

I took a Minimum

Distribution from the remaining funds in 2008.

————

VII

Line 12

These are old IRA accounts with TIAA/CREF from which

tt tw ws ee as mn

I am now taking Finimum Distribution.