Robert James Shelby

Wells Fargo Accounts — Int/Div

Mountain America Credit Union Accounts — Int/Div

Vanguard 500 Index Fund Adm — Int/Div

Utah Educational Savings Plan Inst. Index S&P S00 — Int/Div

Snow, Christensen & Martineau Profit Sharing Acct. — None — Closed

Artisan Int'l Fund — Int/Div — Sold

Principal MidCap Blend A — Int/Div — Sold

Invesco Van Kampen Small Cap Growth Fund — Int/Div — Sold

Retirement Account £1 (H)

GE Capital Finl Inc. CD — Interest — Buy

Discover Bank CD — Interest — Buy

BMW BK North America CD — Interest — Buy

Wells Fargo Cash/Sweep Acct — Int/Div

Blackrock Global Alloc. Instit — Int./y — Sold

Diamond Hill Small Cap Fund — Ine — Sold

Dodge & Cox FDS Int'l Fund — Int/Div — Sold

Europacific Growth Fund — Int/Div

Fidelity Advisor Midcap 11 Fund — Int/Div

Growth Fund America CL FI Fund — Int/Div

lvy FDS Inc Asset Strategy Fund — Int/Div — Buy (add'l)

Janus Invt FD Perkins Midcap Value — Int/Div

T Rowe Price New Horizons Fund — Int/Div — Buy (add'l)

Vanguard Windsor 11 Fund — Int/Div

Wells Fargo FDS Trust WFA Adm. Class — Int/Div — Buy

Royce FD SPL Equity Fund — Int/Div — Buy

Immediate Past President, Salt Lake County Bar Association

Liability — United States Department of Education — Student Loan for Law School

Reimbursement — Salt Lake County Bar Assoc — Mar. 20-26, 2013 — Koloa, Kauai, HI — Western States Bar Conference — Transportation, lodging, conference fees, some meals

Reimbursement — Federal Bar Assoc. and Dist of Utah Bar Fund — May 9-11, 2013 — St, George, UT — FBA Southern Utah Law Symposium - Presenter — Transportation, lodging, some meals