Dolly Maizie Gee

Bank of America accounts — Interest

Citibank (IRA) (CD) — Interest

Citibank accounts — Interest

E*Trade Financial accounts — Interest

OneWest Bank accounts — Interest

Ally Bank account — Interest

ING Direct account — Interest

Brokerage Account #1

Citibank Market-Linked Account — Interest — Matured

Brokerage Account #2

StatOil Hydro ASA Common Stock — Int/Div

Vanguard High Yield Municipal Bond Fund — Int/Div

Citigroup Common Stock — Int/Div

Brokerage Account #3 (Y)

Brokerage Account #4 (Y)

Brokerage Account 25 (401(k))

ABA Retirement Stable Asset Return Fund — Interest

ABA Retirement Balanced Fund — None

ABA Retirement Bond Core Plus Fund — None

ABA Retirement Large Cap Equity Fund — None

ABA Retirement Large Cap Index Equity Fund (X) — None

ABA Retirement All Cap Index Equity Fund — None

ABA Retirement Small-Mid Cap Equity Fund — None

ABA Retirement Small Cap Equity Fund — None

ABA Retirement International All Cap Equity Fund — None

ABA Retirement International Index Equity Fund (X) — None

TD Ameritrade Money Market Portfolio — Int/Div

Ariel Appreciation Mid-Cap Blend Mutual Fund — Int/Div

Bridgeway Ultra Small Co. Mkt Fund — Int/Div

Dodge & Cox Int'l Stock Fund — Int/Div

Fairholme Mutual Fund — Int/Div

Federated Prudent Bear Fund — Int

Forester Value Mutual Fund — Int/Div

ING Corporate Leaders Trust Series B Mutual Fund — Int/Div

Merndian Growth Fund — Int/Div

Tamarack Enterprise Small Blend Mutual Fund — Int/Div

US World Precious Minerals Fund — Int/Div

Vanguard Star Mutual Fund — Int/Div

Vanguard High Yield Municipal Bond Fund — Int/Div

San Juan Basin Rovalty Trust — Int/Div

Baytex Energy Trust Common Stock — Int/Div

GE Common Stock — Int/Div — Buy (add'l)

Home Depot Common Stock — Int/Div

dntel Corp. Common Stock — Int/Div

Ishares Inc. MSCT Japan Index Fund — Int/Div

MSFT Common Stock — Int/Div

SutOil Hydro ASA Common Stock — Int/Div

Ridgeworth U.S. Gov't Securities Bond Fund — Int/Div

Brokerage Account 26 (401(k))

Mannmg & Napier Pro-Blend — Int./hv — Sold

Vanguard GNMA — Int/Div

Bank of America sweep account (X) — Interest

Brokerage Account #7 (401(k))

PIMCO Total Return Bond Fund — Int/Div

Executive Committee, Litigation Section, Los Angeles County Bar Association

Executive Board, Federal Bar Association, Central Distinct of Cahiforma

Agreement — 2010 — Former Law Firm Partnership Agreement: contingency fee and withdrawing partner payments are paid within 72 months after withdrawal

Agreement — 20012 — Former Law Firm 401{k) through ABA Retirement Funds Program/TD Ameritrade

Income — 2012 — Schwartz, Steinsupir, Dohrmann & Sommers LLP partnership withdrawal payments — $33.333.00

On Line 19 of Part VIL, the Bond Core Plus Fund was formerly identified as the Intermediate Bond Fund on line 20 of Part VIE in the 2011 FDR.