Catherine Peek McEwen

Wachovia Bank DDA/CD/savings/MMA accounts — Interest

State Farm Bank Account — Interest

State Farm Life Ins. Co. Var. Deferred Annuity (ROTH IRA) — Interest

AXA IRA 21 (SEP) (nos. 5-22 below)

Oppenheimer Global Strat. Inc. A (OPSIX) — Int/Div — Sold

Oppenheimer Main St. Select A (OMSOX) — Int/Div — Sold

Oppenheimer Main St. Sm.-M/Cap Class A {OPMSX) — Int/Div — Sold

Oppenheimer Sm. and Mid Cap Value Class A (QVSCX) — Int/Div — Sold

Oppenheimer Select Value (OSVAX) — Int/Div — Sold

Oppenheimer Intl Diversified Class A HOIDAX) — Int/Div

0IDYX — Int/Div — Buy

Calamos Invt Trust New Growth Fund Class A (CVGRX) — Int/Div — Sold

Calamos Invt TR New Conv FD-Class A {CCVIX) — Int/Div — Sold

ASRAX — Int/Div — Buy

ATIAX — Int/Div — Buy

ABRZX — Int/Div — Buy

AGDAX — Int/Div — Buy

DPDFX — Int/Div — Buy

FLSAX — Int/Div — Buy

FAGAX — Int/Div — Buy

FRDPX — Int/Div — Buy

GABEX — Int/Div — Buy

Riversource (fka Ameriprise) IRA (Annuity) (nos. 24-32 below)

AllBem VPS Intl Val — Int/Div

Fid VIP Contrafd C1 2 — Int/Div

Fid VIP Mid Cap C12 — Int/Div

COL VP Divad Opp CI3 — Int/Div

COL Mid Cap Val C13 — Int/Div

Wanger USA — Int/Div

Wanger International — Int/Div

Fr VIP Small Cap Valu — Int/Div

Oppenheimer Glbl Strete, Ine — Int/Div

AXA IRA #22 (Reg. IRA) (nos. 34-37 below)

Thomburg Value Fund Class A M/F (R/O) {TVAFX) — Sold

Putnam Absolute Ret. 700-B (PDMBX) — Int/Div

PONPX — Int/Div — Buy

TPINX — Int/Div — Buy

JP Morgan Gov't MM Fund for AXA IRAs — Interest

Stock in Catherine Peek McEwen, P.A (dissolved) — None

Florida Prepaid Tuition Plan for GFP [] — None

Florida Prepaid Tuition Plan for ATM [ — None — Distnbuted

Past president/sole board member, Catherine Peek McEwen, PA. (administratively dissolved)

Advisory Board Member, Salesian Youth Center (charitable orgamzation)

Gift — Jacksonville Bankruptcy Bar Ass'n — Comp'd meals (est.) and waived registration fee re Pr. IV, line 6 — $400.00

Gift — The Flonda Bar — Comp’d meals (est.) and waived registration fees (three meetings, one seminar). — $1152.00

Gift — American Bankruptcy Institute — Comp'd meals (est. ), comp'd hotel, waived regis. fee re Pt. IV, lines 1-2 — $1,414.00

Gift — Tampa Bay Bankruptcy Bar Association — Dues waiver ($85); regular lunches/hohday party,...cont'd m Pr. VII — $465.00

Gift — Ray and Kathy Hyer/Gardner-Gibson, Inc./Sun Coatings, Inc. — UF FB Box tickets (¥), UF v. GS (tickets, parking pass, food/beverages) — $2,059.67

Reimbursement — American Bankruptcy Institute — 37972013 — St. Petersburg, FL — Paskay seminar — Lodgmg, ground transportation, meals.

Reimbursement — American Bankruptcy Institute — 3/10-12/2013 — New York, NY — Duberstein moot court competition — Alar Tare, lodging, ground transportation, tips, parking, and meals.

Reimbursement — Nanonal Conference of ; Bankruptcy Judges — 4/8.972013 — Phoenix, AZ — Mid-Year Meeting — Aar Tare, lodging, ground transportation, tips, parking, and meals.

Reimbursement — American Law Institute — 5/19-22/2013 — Wahsington, D.C — Annual meeting — Subsidized air tare and lodging.

Reimbursement — The Florida Bar — 626-28/2012 — Boca Raton, FL — Fla, Bar annual meeting — Adr Tare, lodging, ground ransportanon, tips, parking, and meals.

Reimbursement — Jacksonville Bankruptcy Bar } Association — 8/22.24/2013 — Jacksonville, FL — Annual semanar — Meals and lodging

Reimbursement — The Florida Bar — 8/31.9/22013 — Naples, FL — Fla. Bar Business Law Section retreat — Mileage, lodgmg, and meals

V.

No. |: and pizza lunches (est. $380), total value $465 (no individual gift item exceeds $134, although together all items exceed $335)

No. 2: 1 used the maximum registration fee, but my actual, if paid, would have been $180 less than reported.

vil

No. 23: This annuity's name is RiverSource Life Insurance Company Retirement Advisor 4 Advantage VA.

Nos. 40-41: Pursuant to privacy recommendations, | have used the initials of the mmors for whom | purchased these plans,