Ronald Lee Gilman

Gulf Housing Ltd. Partnership — Rent

Federal Bldg. Federal Credit Union — Interest

Schwab Cash Reserves — Int/Div

Schwab Value Advantage — Int/Div — Sold

Schwab Value Advantage — Buy

Schwab Value Advantage — Sale

Schwab Value Advantage — Buy

Schwab Value Advantage — Sold

DFA International Core Equity — Int/Div — Buy

DFA International Core Equity — Sold

DFA US Small Cap Value — Int/Div — Sale

DFA US Tax-Mdg. Small Cap Value — Int/Div — Sale

DFA US Tax-Mdg. Small Cap Value — Sale

Fidelity Intl Small Cap — Int/Div

Fidelity Int'l Small Cap Opp — None — Sold

Fidelity Latin America — Int/Div

Fidelity U.S. Gov't Reserves — Int/Div

iShares TR. Russell 1000 Growth 22. iShares Tr. Russell 2000 Value Index — Int/Div — Sale Buy

iShares Tr. Russell 3000 Index 24. iShares S&P Midcap 400 Value — Int/Div — Sale

iShares Tr. DJ Total Market 26. Julius Baer Int'l Equity — Int/Div — Buy

Matthews Asia Pacific Fund — None — Sold

Old Mutual Analytic Defensive Eq. — Int/Div — Buy

Old Mutual Analytic Defensive Eq. — Sold

Pimco Foreign Bond Fund — Int/Div — Buy

Pimco Foreign Bond Fund — Buy

Pimco Foreign Bond Fund — Sold

Pimco Fundamental Index Plus — Int/Div — Buy

Profunds Rising Rates Opportunity — None — Sold

Schroder Muni Bond — Int/Div — Buy

Schroder Muni Bond — Buy

Schroder Short Term Muni — Int/Div — Buy

Thornburg Ltd. Term Muni — Int/Div — Buy

Thornburg Ltd. Term Muni — Sale

Vanguard Total Stock Market — Int/Div

IRA #1 — Int/Div

Schwab Cash Reserves

Julius Baer Int'l Equity — Sale

Julius Baer Int'l Equity — Sold

Julius Baer Total Return Bond — Buy

Pimco Real Return Institutional

Pimco Total Return Institutional — Buy

Pimco Total Return Institutional — Buy

Vanguard Total Stock Market — Sale

Chair, American Bar Association's Appellate Judges Conference

Reimbursement — American Bar Association — San Francisco, CA

Reimbursement — American Bar Association — Charlotte, NC

Reimbursement — New York School of Law — New York, NY

Reimbursement — American Bar Association — Miami, FL