Claire Eagan

Investor Fund / Bank of Oklahoma, N.A — Interest

Property #1 « Tulsa, OK — None

Property #2 - Highland Beach, FL — None — Sold — Loureiro

Trust #1 (See Note VII — None

Trust #2 (See Note VII — None

Schwab #1 < IRA

Schwab Money Market Fund — None

Russell Emerging Markets Fund — Int/Div

Russell Global Equity Fund — Int/Div

Baron Partners Fund — None

Royce Premier Fund — None

PIMCO Total Retum — Int/Div — Sold (part)

PIMCO Total Retum — Sold (part)

Jensen Portfolio Class — Int/Div

Loomis Sayles Global Markets — Int/Div

Artisan Int'l Fund — Int/Div

JP Morgan Highbridge (Zero ending balance) — None — Sold

Royee Global Value Fd Invst — Int/Div

Nuance Concentrated Value — Int/Div

Artisan Int'l Small Cap — Int/Div

Dodge & Cox Int'l — Int/Div

Managers Fixed Income — Int/Div

PIMCO All Asset All Auth Instit — Int/Div

Stone Ridge High Yield — Int/Div — Buy

Stone Ridge High Yield — Buy (add'l)

Stone Ridge Reinsurance — Int/Div — Buy

Stone Ridge Reinsurance — Buy (add'l)

Schwab #2 - Investment Acct.

Schwab Money Market Fund — None

Exxon Corp. - Common {Zero ending balance) — Int/Div — Sold

Genvex (Zero ending balance) — None — Sold

Russell Emerging Markets (Zero ending balance) — None — Sold

Wisdontree EMSIF — Int/Div — Buy

IShares Select Div — Int/Div — Buy

Nuveen Credit Strat — Int/Div — Buy

Nuveen Credit Strat — Sold (part)

Nuveen Credit Strat — Sold (part)

PIMCO All Asset All Auth — Int/Div — Buy

PIMCO Income Strategy — Int/Div — Buy

Schwab 23 - IRA

Schwab Money Market — None

Rydex Biotechnology (Zero ending balance) — None — Sold

Russell Emerging Markets — Int/Div

Schwab 24 - IRA(TMS)

Schwab Money Market Fund — None

Schwab Strategic TR US — Int/Div

Trustee, Trust #1 See #4 in Part VII and Note m Part VIII

Trustee, Trust £2 See 45 in Part VII and Note in Part VII

Director, Oklahoma Medical Research Foundation (non-profit medical research organization)

Trustee, Sumt Francs of Assisi Tuition Assistance Trust (non-profit educational assistance organization)

Trustee, Samt Clare of Assisi Disadvantaged Schools Trust (non-profit educational assistance organization)

Member, University of Tulsa College of Law Dean's Advisory Board (private educational institution)

Spouse's income — 2013 — Advanced Medical Instruments, Inc. - Salary

NOTE - New funds added to an investment account are listed under that investment account header/line item.

#4 Trust # 1 - The Trust is the named beneficiary of a life insurance policy issued by Northwestern Mutual Life on the life of an individual who is still living

There are no other Trust assets.

us

Trust # 2 - The Trust was created in 2000 to receive, hold and distribute certain assets. No assets were received, held, or distributed in 2013,