Dolly Maizie Gee

Bank of America accounts — Interest — Closed

Citibank (IRA) — Interest

Citibank accounts — Interest

E*Trade Financial accounts — Interest

OneWest Bank accounts — Interest

Ally Bank accounts — Interest

Capital One account (formerly ING Direct) — Interest

Brokerage Account #1

SutOil Hydro ASA Common Stock — Int/Div

Vanguard High Yield Municipal Bond Fund — Int/Div

Cingroup Common Stock — Int/Div

Brokerage Account #2 — Closed

Brokerage Account #3 — Closed

Brokerage Account #4 (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/Div

Forester Value Mutual Fund — Int/Div

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

Meridian Growth Fund — Int/Div

Tamarack Enterprise Small Blend Mutual Fund — Int/Div

US World Precious Minerals Fund — Int/Div — Sold

Vanguard Star Mutual Fund — Int/Div

Vanguard High Yield Municipal Bond Fund — Int/Div — Sold

San Juan Basin Rovalty Trust — Int/Div

Baytex Energy Trust Common Stock — Int/Div

GE Common Stock — Int/Div

Home Depot Common Stock — Int/Div

Intel Corp. Common Stock — Int/Div

Ishares Inc. MSCI Japan Index Fund — Int/Div

MSFT Common Stock — Int/Div

StutOil Hydro ASA Common Stock — Int/Div

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

Parnassus Equity Income Fund — Int/Div — Buy

Brokerage Account #5 (401(k))

Vanguard GNMA — Int/Div

Bank of America sweep account — Interest

Brokerage Account #6 (401(k))

PIMCO Total Return Bond Fund — Int/Div — Sold

Executive Board, Federal Bar Association, Central District of Califorma

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

Agreement — 2013 — Former Law Firm 401{k) through ABA Retirement Funds Program/TD Ameritrade

Income — 2013 — Schwartz, Steinsupir, Dohrmann & Sommers LLP partnership withdrawal payments — $33.333.00

Spouse's income — 2013 — OneWest Bank - salary

The Bank of America accounts (at line 1) and Brokerage Account Nos. 2 and 3 (currently at lines 12 and 13, but previously reported at lines 14 and 15 of Part VII

in the 2012 FDR) belonged to, who passed away on February 25, 2013. My name previously appeared on the accounts as a pint account holder. |

closed the accounts after my =

The Citibank Market-Linked account, previously reported at lines 8 und 9 of Part VII in the 2012 FDR, matured in 2012 and is no longer held or reportable.