Marshal D. Morgan

AMGS&OP RETIREMENT PLAN:

American Funds Grow Fund of Amer Inv Opt — Dividend

State Street U.S. Bond Index Ret Opt — Dividend

Transamerica Stable Value Ret Opt — Dividend

Transamerica Partners Stock Index Ret Opt — Dividend

BAIRD INVESTMENT ACCOUNT:

Capital World Growth & Income CL A (CWGIX) — Dividend

Fundamental Investors CL A (ANCFX) — Dividend

Growth Fund of America CL A (AGTHX) — Dividend

New World Cl A (NEWFX) — Dividend

Small Cap World CL A (SMCWX) — Dividend

Income Fund of America CL A (AMECX) — Dividend

PERSONAL BANK ACCOUNTS

Banco Popular Cash Accounts — None

Banco Popular Educational Savings Accounts — Int./Div. — Redeemed (part) — Cashed in 2 Edu. CD's

Caribe Federal Credit Union Checking/ Savings Accounts — Dividend

NORTHWESTERN MUTUAL LIFE INSURANCE POLICIES

Northwestern Mutual Whole Life Insurance Policy DNL — Distribution

NORTHWESTERN MUTUAL VARIABLE COMPLIFE (BLM)

Select Bond (MSA/Wells Capital Mgmt) — Dividend

International Equity (MSA/Franklin Tmpl) — Dividend

Mid Cap Growth Stock (MSA/Wellington) — Dividend

High Yield Bond (MSA/Federated Inv.) — Dividend

Index 400 Stock (MSA) — Dividend

Small Cap Growth Stock (MSA/Wellington) — Dividend

International Growth (MSA/FIAM LLC) — Dividend

Small Cap Value (MSA/T. Rowe Price) — Dividend

Domestic Equity (MSA/Delaware) — Dividend

NORTHWESTERN MUTUAL VARIABLE COMPLIFE (GAM)

Select Bond (MSA/Wells Capital Mgmt) — Dividend

International Equity (MSA/Franklin Tmpl) — Dividend

Mid Cap Growth Stock (MSA/Wellington) — Dividend

High Yield Bond (MSA/Federated Inv.) — Dividend

Index 400 Stock (MSA) — Dividend

Small Cap Growth Stock (MSA/Wellington) — Dividend

International Growth (MSA/FIAM LLC) — Dividend

Small Cap Value (MSA/T. Rowe Price) — Dividend

Domestic Equity (MSA/Delaware) — Dividend

NORTHWESTERN MUTUAL VARIABLE COMPLIFE(TAM)

Mid Cap Growth Stock (MSA/Wellington) — Dividend

High Yield Bond (MSA/Federated Inv.) — Dividend

Index 400 Stock (MSA) — Dividend

Small Cap Growth Stock (MSA/Wellington) — Dividend

International Growth (MSA/FIAM LLC) — Dividend

Small Cap Value (MSA/T. Rowe Price) — Dividend

Domestic Equity (MSA/Delaware) — Dividend

NORTHWESTERN MUTUAL VARIABLE COMPLIFE (MDM)

Select Bond (MSA/Wells Capital Mgmt) — Dividend

International Equity (MSA/Franklin Tmpl) — Dividend

Govt Money Market (MSA/BlackRock) — Dividend

Mid Cap Growth Stock (MSA/Wellington) — Dividend

High Yield Bond (MSA/Federated Inv.) — Dividend

Index 400 Stock (MSA) — Dividend

Small Cap Growth Stock (MSA/Wellington) — Dividend

International Growth (MSA/FIAM LLC) — Dividend

Small Cap Value (MSA/T. Rowe Price) — Dividend

Agreement — 2005 — AMGS&PO 401k Retirement Acct. w/ former law firm. No contributions by me or the firm made since 2005. No profit sharing.

Liability — St. John's School — Tuition Agreement

Liability — Robinson School — Tuition Agreement

This financial disclosure was amended in the following manner:

Part II Agreements: to add the 401k from the former law firm where I worked from 1997-2005. I am fully vested and no additional contributions can be made to

that account, nor have they been made since I left the firm in 2005. There is no profit sharing with that account or any other.

Part VI Liabilities: to add the two tuition agreements that I only recently realized should be included in this Section.

Part VII Investments and Trusts: to delete several investments that were inadvertently included for each Northwestern Mutual Variable Complife policy. The list of

investments and trusts prior to the amendment for this year included all the possible investment options that could have been made for each Northwestern Mutual

Variable Complife policy. Post amendment, this section now includes only the actual investments made by each policy.