James E Massey

Limited Partnership Interest mn HRGT&C Bldg. Assocs, Lid. / — Distribution

State St. Bank & Trust Co., Trustee IRA Crawford Retiremen f — None

Teachers Ins. & Annuity Association (TIAA Tradtional) 2 — None

College Retirement Equity Fund (CREF Stock) <i — Int/Div

Schwab Money Market Fund 4 — Int/Div

La Bangue Postale Account #1 5 — Interest

La Banque Postale Account #2 3 — Interest

La Banque Postale Account #3 7 — None

College Savings lowa Account Growth Portfolio 0 — Int/Div

College Savings lowa Account 2 Growth Portfolio [+ — Int/Div

Rollover IRA (Fidelity Cash Reserves — Int/Div

Bank of America Accounts ‘ ¢ — Interest

Assets of Friend (Lines 15-153)

Pioneer Natural Resources Co. common stock ] — Int/Div — Sold

Bank of America Accounts o 2 — Interest

IRA (lines 18-23) nu po

Fidelity Cash Reserves i — Interest

US Treas Bonds 7.5% 11/15/2016 H — Interest

Fidelity Equity Income 11 05 — Int/Div — Sold (part)

Fidelity GNMA Fund yf — Int/Div — Sold (part)

Fidelity GNMA Fund q — Distribution

Fideltiy Interim Gov't Income pe — Int/Div — Sold (part)

Fidelity Interim Gov't Income or — Distribution

Trust # 1 (X) T4 — Int/Div

Brokerage Account No. for Trust # 1 at Fidelity Invest, 2

ACE LIMITED ORD CHF30.57 {aCE) ! — Buy

AT&T INC COM (T) Gi 22 — Buy

AT&T INC COM (T) mr 22 — Buy

AIR PRODUCTS & CHEM (APD ) 23 - — Buy

ALBEMARLE CORP (ALB) 2 — Buy

BAKER HUGHES INC (BHI ) 25 — Buy

BLACKROCK (BLK) rh 25 — Buy

BROWN & BROWN INC (BRO ) 27 — Buy

CARDINAL HEALTH INC (CAH ) 20s ial — Buy

CARDINAL HEALTH INC (CAH ) 2" — Buy

CHEVRON CORP NEW (CVX) 2¢ — Buy

CHEVRON CORP NEW (CVX) 2¢ — Buy

CULLEN FROST BANKERS INC (CFR ) KUM ally — Buy

ENERGEN CORP (EGN) wit ki — Buy

ENERGEN CORP (EGN) or — Buy

ENSCO PLC SPONSORED ADR EA REP 1 ORD CL A (ESV J2 — Buy

EXXON MOBIL CORP (XOM ) ws {I — Buy

GENERAL DYNAMICS CRP (GD ig - — Buy

GENUINE PARTS CO (GPC) 45 Io — Buy

GRAINGER W W INC (GWW ) 40% ol — Buy

GREIF INC CL A (GEF) a7 — Buy

GREIF INC CL A (GEF) a7 — Buy

ILLINOIS TOOL WORKS {ITW ) a4 ont — Buy

INTEL CORP (INTC) RLY — Buy

INTL BUSINESS MACH (IBM ) 4 — Buy

JOHNSON & JOHNSON (NJ) i — Buy

JOHNSON & JOHNSON (NJ) p, — Buy

LILLY ELI & CO(LLY ) 42 — Buy

LILLY ELI & CO (LLY ) 42 — Buy

LINEAR TECHNOLOGY CORP (LLTC ) 43 — Buy

LINEAR TECHNOLOGY CORP (LLTCH a — Buy

MERCK & CO INC NEWCOM (MRK ) 4.4 — Buy

MERCK & CO INC NEWCOM MRE) — Buy

OMNICOM GROUP (OMC ) On — Buy

OMNICOM GROUP (OMC ) I.) — Buy

PARTNERRE COM STK USDI PRE) is} — Buy

PARTNERRE COM STK USDI (PRE ) 413 — Buy

PAYCHEX INC (PAYX ) 47 — Buy

PEPSICO INC (PEP) av — Buy

PEPSICO INC (PEP) Lv — Buy

T ROWE PRICE GROUP INC (TROW ) pit — Buy

T ROWE PRICE GROUP INC (TROW ) ag — Buy

PROCTER & GAMBLE CO (PG ) 5 — Buy

PROCTER & GAMBLE CO (PG) Hj — Buy

STRYKER CORP (SYK) 5 — Buy

STRYKER CORP (SYK) 5° — Buy

TARGET CORP (TGT) ” 52 — Buy

TARGET CORP (TGT) 52 — Buy

UNITED PARCEL SVC INC CL B (UPS) 5¢, — Buy

UNITED PARCEL SVC INC CL B (UPS ) 54. — Buy

WOLVERINE WORLD WIDE INC (WWW) 55 — Buy

WOLVERINE WORLD WIDE INC (WWW) 55 — Buy

SOUTHERN CO NOTE 01.95000% 09/01/2016 FIXED COUPON 55 — Buy

STRYKER CORP NOTE 02.00000% 09/30/2016 57 — Buy

FEDERAL NATL MTG ASSN 1.50000% 1072012016 H5¥ — Buy

BP CAPITAL MARKETS PLC NOTE 02.24800% 11/0112016 5¢ — Buy

WILMINGTON N C LTD OBLIG REV, LTD OBLIG 04 80000 06012019 15 — Buy

BURLINGTON NORTHERN SANTA FE 04.70000% 10/01/2019 = — Buy

CASH (Held in same account - Line 27 - at Fidelity) 52

Brokerage Account No. 2 for Trust # 1 at Charles Schwab 5

ACE LIMITED ORD CHF30.57 (ACE ) 54 — Buy

AT&T INC COM (T) 35 — Buy

AT&T INC COM(T) 5 35 — Buy

AIR PRODUCTS & CHEM (APD ) 33 — Buy

ALBEMARLE CORP (ALB ) IY — Buy

BAKER HUGHES INC (BHI ) 5 — Buy

BLACKROCK (BLK) BE — Buy

BROWN & BROWN INC (BRO ) [4 — Buy

CARDINAL HEALTH INC (CAH ) 7 — Buy

CARDINAL HEALTH INC (CAH ) 7 — Buy

CHEVRON CORP NEW (CVX ) 72 — Buy

CHEVRON CORP NEW (CVX) 72 — Buy

CULLEN FROST BANKERS INC (CFR ) 75 — Buy

ENERGEN CORP (EGN) pe — Buy

ENERGEN CORP (EGN) f¢ — Buy

ENSCO PLC SPONSORED ADR EA REP 1 ORD CL A (ESV Ih — Buy

EXXON MOBIL CORP (XOM ) 775 hb) — Buy

GENERAL DYNAMICS CRP (GD ) 7! — Buy

GENUINE PARTS CO (GPC ) 7% — Buy

GRAINGER W W INC (GWW ) 7¢ — Buy

GREIF INC CL A (GEF) HiT — Buy

GREIF INC CL A (GEF) Hi, — Buy

ILLINOIS TOOL WORKS (ITW ) Heh Hl} — Buy

ILLINOIS TOOL WORKS {ITW ) rE — Buy

INTEL CORP (INTC) "2 — Buy

INTL BUSINESS MACH (IBM ) in [le{2 — Buy

JOHNSON & JOHNSON (JNJ) He — Buy

JOHNSON & JOHNSON (INJ ) Hid — Buy

LILLY ELI & CO (LLY ) H+) — Buy

LILLY ELI & CO (LLY } le — Buy

LINEAR TECHNOLOGY CORP (LLTC ) [ellle} — Buy

LINEAR TECHNOLOGY CORP (LLTC ) IF) — Buy

MERCK & CO INC NEWCOM (MRK ) wf — Buy

MERCK & CO INC NEWCOM (MRK va — Buy

OMNICOM GROUP (OMC ) ) [4 — Buy

OMNICOM GROUP (OMC ) — Buy

PARTNERRE COM STK USDI (PRE ) HE {3 — Buy

PARTNERRE COM STK USDI (PRE ) [BE — Buy

PAYCHEX INC (PAYX) or I, — Buy

PAYCHEX INC (PAYX) gr — Buy

PEPSICO INC (PEP ) fe — Buy

PEPSICO INC (PEP) Ci — Buy

TROWE PRICE GROUP INC (TROW ) C1 — Buy

T ROWE PRICE GROUP INC (TROW ) L5() J — Buy

PROCTER & GAMBLE CO (PG ) 813 — Buy

PROCTER & GAMBLE CO (PG ) {x — Buy

STRYKER CORP (SYK) Cid — Buy

STRYKER CORP (SYK) Cid — Buy

TARGET CORP (TGT) Lb — Buy

TARGET CORP (TGT ) Ele) — Buy

UNITED PARCEL SVC INC CL B (UPS) Cf — Buy

UNITED PARCEL SVC INC CL B (UPS ) Cf — Buy

WOLVERINE WORLD WIDE INC (WWW) Ci — Buy

WOLVERINE WORLD WIDE INC (WWW) Ci — Buy

SOUTHERN CO NOTE 01.95000% 09/01/2016 FIXED COUPON gic — Buy

STRYKER CORP NOTE 02.00000% 09/30/2016 IN — Buy

FEDERAL NATL MTG ASSN 1.50000% 10202016 or 7 — Buy

BP CAPITAL MARKETS PLC NOTE 02.24800% 11/01/2016 “00 — Buy

WILMINGTON NC LTD OBLIG REV LTD OBLIG 04.80000% 06/01/2019 ~ MR — Buy

BURLINGTON NORTHERN SANTA FE 04.70000% 10/01/2019 MN — Buy

CASH (Held in same account -Line 90 « with Charles Schwab) TE lof

Holder of General Power of Attorney, Friend

Co-Trustee, Trust #1

Gift — Southeastern Bankruptcy Law Institute — Seminar 201 1 - Registration fee waived — $725.00

Reimbursement — Bankruptcy Section of the State Bar of Georgia — 11/10:2011 to 11/122011 — Greensboro, GA — Seminar on Bankruptcy Law — Meals, Parking , Hotel

1. (Part I} A close family friend executed in 2010 a power of attorney enubling me [NN to act on my friend's behalf. In 2011, that same friend added me

as co-trustee of [ij revocable trust.

2. (Part V) The Southeastern Bankruptcy Law Instititue is 4 not-for-profit organization that sponsors an annual seminar on bankruptcy.

3 (Part VII)

Line | = This partmership made final distributions of remaining assets in 2011 to limited parters and became defunct except for 2011 tax reporting completed in

2012. My interest had no value at year and will not be included on my next financial report.

Line 2 -- State Street Bank & Trust Co. is the Trustee for IRAs that are managed m the group trusts by Crawford Investment Counsel, that are not self-directed and

that invest in publicly traded stocks and bonds.

Lines 15-153 reflect assets and transactions of a close family friend for whom 1 hold & power of attorney and with whom 1 serve as co-trustee of my friend's

revocable trust, as reflected in Purt IL Prior to July 2011, the only reportable assets held by the trust were two bank accounts that were included in Part VII of my

2010 financial report on Line 20.

Lines 22 and 24 reflect distributions of capital gains revinvested in the respective funds, the values of which at year-end are included in the entries on Lines 21 and

23, respectively.

5/29/2012 Amendment Changes:

Line 27 - Added name of brokerage firm. The account includes items on lines 28-88,

Line 34 - Corrected spelling of name of company.

Line 88 - Added name of brokerage firm.

Line 90 - Added name of brokerage firm. The account includes items on lines lines 91-153.

Line 153 - Added name of brokerage firm.