Dee Vance Benson

VII. Page 1 INVESTMENTS and TRUSTS -- income, value, transactions (iciudes those of

spouse and dependent children. See pp. 34-57 of Instructions.)

i

Alien

B

Description of Assets

Income

Gross value

(including trust assets)

durin

at end of

Transactions during reporting period

reporting period

reporting period

@

0)

@)

(1)

If not exempt from disclosure

Type

Type

Place "(X)" after each asset

(eg.

Value

4)

exempt from prior disclosure.

Amt

div

Value

Method

Wy sell,

Date:

Value

Gain

Identity of

Codel

rent or

Code2

Code3

merger,

Month-

Code2 | Codel

buyer/seller

(A-H)

int.)

(-P)

QW)

redemption) Day

(-P)

(A-H)

(if private transaction)

BB NONE (No reportable income, assets,

IRA-Fidelity Investments

A

Dividend

J

Mutual Fund - Megellan

a

2

i

id

=

Fo

rn

—

ois

10

a

ns

|

11

—-

12

——

13

_—

—_—

14

—

m.

WA;

—

15

16

OSPR

SE.

_

—

17

eo

—

—

——

EATEN

Income/Gain Codes:

A=$1,000 or less

B=%$1,001-$2,500

C=%$2,501-$5,000

D=$5,001-$15,000

E=$15,001-$50,000

(See Col. BI,

F=$50,001- $100,000

G=$100,001-31,000,000

H1=$1,000,001-$5,000,000

H2=More than $5,000,000

Value Codes:

K=3$15,001-$50,000

J=3$15,000 or less

1=3$50,001- $100,000

M=$100,001-$250,000

(See Col. Cl, D3)

N=$250,001-$500,000

0=$500,001-$1,000,000

P1=$1,000,001-$5,000,000

th

P2=$5,000,001-$25,000,000

P3=$25,000,001-$50,000,000

50,000,000

Value Method Codes:

=Appraisal

R=Cost (real estate only)

S=Assessment

T=Cash/Market

(See Col. C2)

=Book value

=Qther

W=Estimated

——

J