Sarah Evans Barker

Section VI:

has graduate educational loans which are occasionally listed, wrongfully, on (JB credit report. However, dil

@ only is signed on such loans, and neither the reporting person nor GD is involved in such loans in any legal capacity.

Section VII (1): The interest in the "Bose McKinney & Evans Retirement Plan" is an interest of ll} in a tax-deferred common trust fund for retirement

purposes, which is maintained by

former employer. The overall Retirement Plan is itself governed by trustees who are elected from within the

partnership of the Bose McKinney & Evans firm. Gi? is not eligible to vote for such trustees and has no voice in nominating or otherwise selecting them. The

plan trustees have approved as many as ten collective and commingled investment options, and at appointed times resources may be reallocated within and among

such options. All Funds listed under such retirement Plan in this Financial Disclosure Report consist of such designated collective investment options.

Furthennore, all Funds so listed are managed by independent professional managers who engage in various and/or numerous transactions within their respective

funds. In the course of overseeing assets in such various commingled funds, the Plan trustees have delegated to the professional fund managers all authority with

regard to purchases, sales, exchanges, or other dispositions of assets within each fund.

accordingly has no more control over individual assets than would

be had as an investor in any publically-traded mutual fund. (lll interest in the Plan as a whole represents less than one percent of the Plan's assets, and (JD

is making no contribution to the Plan outside the reinvestment sources generated from within the above-listed funds themselves.

Section VII (6): "Merrill Lynch Retirement Reserves" is an aggregated and occasionally reportable, temporary accumulation of IRA cash held as reserves and/or

swept into deposit accounts in Merrill Lynch banks. This is in essence a cash flow phenomenon which occurs to varying degrees within IRA accounts prior to

dividends, etc., being automatically reinvested in the underlying holdings, which themselves produced the dividends. Such underlying holdings are disclosed fully

elsewhere in Section V1.

Section Vil (7): Removal of GENJI from emancipated (ll account

Section VII (8): Similarly, a removal of (ll from association with emancipated (Il account