Hanly A. Ingram

American Funds EuroPacific Growth Fund A — None — Sold

Rovce Premier Fund — None — Sold

Artisan Mid Cap Fund — None — Sold

Goldman Sachs Mid Value Fund - A — None — Sold

Amencan Funds Growth Fund of America A — None — Sold

Dodge & Cox Stock Fund — None — Sold

Fidelity Contrafund — None — Sold

Vanguard 500 Index Signal — None — Sold

Utah Educational Savings Plan - Age-Based Option 7 — None

IBM common stock — Int/Div — Sold (part)

Vodalone — Int/Div

Fifth Third Savings Account — Int/Div

Inland American Real Estate — None

ALPHA HEDGED STRATEGIES FUND C — Int/Div — Sold

AMERICAN FUNDS CAPITAL WORLD — None

Amencan Growth Fd of America Inc Cl C — None

DAVIS N.Y. VENTURE C — None

FEDERATED KAUFFMAN FUND CL C — None

LATEEF FUND C — Int/Div

THORNBURG INTERNATIONAL VALUE — None

TRANSAMERICA ASSET ALLOCATION MODERATE GRWOTH C — Int/Div — Buy

Franklin Income C — None — Buy

Chair, Duke Umiversity Alumm Admussions Advisory Committee

Member, Calvary Baptist Church

All sales shown in Part VII, except for the sale of IBM common stock and the sale of the Alpha Hedged Strategies Fund C assets, were due to the rollover of my

401(k) from my former law firm into a traditional IRA, which IRA is comprised of the acquired shares in Transamerica Asset Allocation Moderate Growth C,