Donna Sue Morgan

Neighbors Federal Credit Union (see part VII — Interest

Iberia Bank checking accounts — Interest

Fidelity Contrafund — Int/Div — Sold

Franklin Small-Mid Cap Growth A — Int/Div — Sold

Eaton Vance Large-Cap Value A — Int/Div — Sold

Frunklin Growth Fund A — Int/Div — Sold

Franklin Growth A — Int/Div — Sold

Amencan Funds EuroPacific Gr R6 — Int/Div — Sold

T. Rowe Price Equity Income — Int/Div — Sold

Franklin Equity Income A — Int/Div — Sold

Artisan Mid Cap Inv — Int/Div — Sold

Schwab Small Cap Index — Int/Div — Sold

Janus Overseas T — Int/Div — Sold

Harbor International Inv — Int/Div — Sold

BlackRock Global Allocation Inst — Int/Div — Sold

JHancockd Small Company J — Int/Div — Sold

Invesco Mid Cap Core Equity — Int/Div — Sold

American Funds New Perspective A — Int/Div — Sold

Wells Fargo Advantage Spec SmCp Val A — Int/Div — Sold

Templeton Foreign A — Int/Div — Sold

Mutual Quest A — Int/Div — Sold

Franklin Balance Sheet Investment A — Int/Div — Sold

American Funds Washington Mutual ( — Int/Div — Sold

Amencan Funds Invint Co of Amer A — Int/Div — Sold

Frunklin Balance Sheet Investment A — Int/Div — Sold

Templeton Foreign A — Int/Div — Sold

Templeton Growth A — Int/Div — Sold

Franklin Flex Cap Growth A — Int/Div — Sold

Mutual Quest A — Int/Div — Sold

Franklin Small-Mid Cap Growth A — Int/Div — Sold

Wells Fargo Advantage Spec SmCp Val A — Int/Div — Sold

Templeton Growth A — Int/Div — Sold

Fidelity Advisor New Insights C — Int/Div — Sold

Oppenheimer Developmg Markets Y — Int/Div — Sold

Frunklin Flex Cap Growth A — Int/Div — Sold

Raymond James Sweep Account — Interest — Buy

Raymond James Sweep Account — Interest — Buy

Schwab Value Advantage Money — Interest — Buy

Fidelity Retirement Mmkt — Interest — Buy

Franklin Money Fund — Interest — Buy

Franklin Money Fund — Interest — Buy

Midland Life Universal Life Policies — Interest

Partner (resigned March 30, 2012), Phelps Dunbar, LLP

Director {resigned March 30, 2012), New Orleans Assocution for Women Attorneys

Board of Trustees (resigned March 30, 2012), Louisiana State University Paul M, Hebert Law Center

Fellow and State Co-Chair (resigned March 30, 2012), American Bar Foundation

Agreement — 1997 — Wiener Weiss and Madison PC SIMPLE IRA Retirement Plan with former employer

Spouse's income — 2012 — McGlinchey Stafford - salary

Section VIL, Line 1 - Neighbors Federal Credit Union formerly known as Keypoint Federal Credit Union Account