Bruce J. McGiverin

TRUST £1 (KEOGH) — Gain

Prime Fund Capital Reserve

First Bank Corp. Stock (Preferred)

Fidelity Health Mutual Fund

Fidelity Growth Mutual Fund

Fidelity Growth & Income Mutual Fund

Fidelity Technology Mutual Fund

Clearbridge Ager. Growth €

Clearbridge All Cap Value C

Oriental Trust (IRAs) — Int/Div

ROTH Diversified Growth IRAs — Sold (part)

ROTH Diversified Growth IRAs — Sold (part)

Diversified Growth IRAs — Buy

CDIRAs — with line 11)

Education CD IRAs

Regardmg the IRA accounts my family has at Oriental Trust, as histed m my report at Part VII, page 4, lines 10-15, the specific names of the types of IRA accounts

are listed below, followed by a description in parenthesis of the type of asset each account is comprised of:

=-ROTH Diversified Growth IRA (widely held managed fund; I have no discretion over assets);

--Diversified Growth IRAs (widely held managed fund; 1 have no discretion over assets);

--CD IRAs (certificates of deposit);

~Education CD IRAs (certificate of deposit),

Amendment Explanations:

1. Part | reports that | am the trustee of my KEOGH Plan,

2. At Part VII, Jines 11 and 12, column D3, | have corrected the value code for these transactions (from K to J).

3. Part VII, line 13 reports purchase of Diversified Growth IRAs.

4. Part VIL, line 14 reports that the CD IRAs were merged with the Roth Diversified Growth IRAs.