William L Standish Financial Disclosure Report for 2009

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    . ~ o ~ 0 FINANCIAL DISCLOSU RE REPORT R e p o ~ t R e q u i r e d b y t h e E t h i c sin Governmen t .4 c t o f 1978R , . ~ , . ~ / 2 0 t O FOR CALENDAR YEAR 2009 (. s u . s . c L a p p . . 6 .~ 1 0 1 - 1 1 1 )I . P e r S o n R e p o r t i n g ( l a s ~ n a m e . f ir s t , m ~ d d l c i n i t i a l ) 2 . Cou~ or Organizat ion 3 . D a t e o fSt and i sh , Wi l l iam L . U.S. Dtst Coup. W . Dist of PA 07/12/2010

    4 . ~ l t l IAf f i c le I l l j udges i nd i~ te a cuve o r ~mio r s~ms; 5a . Repo r t Type ( cheek app rop r i a t e ~) ~ . Re~ing Per iodm a g i s t r a l e ju d g e s i n d i c a t e f a ll - o r p a n - t i m e ) ~ Nomination, Date 01,01/2009

    U. S . Di s t r i c t Judge- Sen io r ~ Inmal ~Annual ~ Final 12/31 /2009i 5b. ~ Amended Re~

    7. Cbam be~ or Office Address 8- On th b~ls of the informt~on con tained tn this RtpoO and *nym ~ l f l a d o n s pt~a in tng thereto , i t I s , i n m y o p i n i o n , i n o m p l li n c r6170 U.S. Post Office & Cthse ~5th ~pplicabl laws tad r~l*~ons.700 Gra nt St reetPi t tsb~gh. PA 15219 Re~e~ng O~cer_ . D a t e

    I A I P O R T A NT NO T E S: T he i~ t~uc aons ac c om~ny ing r h~ far m mus t be fo l l owe ~ Comp&te al l pams,chec i ing the NONE ~x for each part where yau have no repoHable in forma6om Sign on last page .

    1 . P O S I T I O N S . s,po. i .~ i .di , i~.ot . . ty: .o pp . o-ts , , / l , i~g i . .~.~,o. , . )[~ NONE (No reportable positions.)

    POSITION NAME OFORGANIZATION/ENTITYI. Co-Truslee Co-Trustee of[rust No. 13

    2. Co-lmstee Co-Trus tee of Trus t No . 14

    Co-Trustee Co-Trus tee of Trus t No . 15

    4. Co-Trustee Co-Trus tee of Trus t No . 22

    5. Co-Trustee Co-Trus tee of Trus t No . 23 -.~(, Co-Trustee Co-Trus tee of Trus t No . 24 r ~ - . 5 . . ~ . ? ~7. T r t . t ~ t e e Western Penns., Ivania School for the Dea

    8. Trustee Sewick ley Va l ley YM CA

    9. Director Pit tsburgh Theolog ical Semina

    l I . A G R E E M E N T S . tr.~o.~,,g indiv idualonly; see pp. t4- t6 o/flting i. . . . . t i on .~)~ [No reportable agreements.)ON E

    D A T E p A R T I ES A N D T E R M SI.

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    FINANCIAL DISCL OSURE RE PORTI " ~ . . . .

    f P e r , . a . p o , ~ i * g O ~ , e o rPage 2 of 172 Standish , W i ll ia m L . 07/12/2010

    I I L N O N - I N V E S T M E N T I N C O M E . ~Rn, o , a , g indi~,idual and sp ..... ; seepp. 17-24 o/ f i l ing insCruct ions. )A. F i ler s No n- Inves tment Inc ome

    N O N E (No reportable non-investment income.)SOURCE AND TYPE { y o u r s . n o t s p o u s e s )

    I.

    2 .3.

    4.

    B . S p o u s e s N o n - I n v e s tm e n t I n c o m e - if you were married during anyportion of the reporting yem, complete this section.( D o l l ar amo un t n o t r e q uired ~xceptJ Or ho n o r tz r ta.)[ N O N E (N o reportable non-investment income.)

    D A T ~ SOURCE AND TYPEI.

    3.

    4.

    IV. REIMB U RSEM ENTS .. .. ..~ , ~ , ~ o . , ~o~. ~,,~ ....... ~ . . . . . .(b~ch.le~ tho~e to xt, t~u~" un, t depcndtt ~hildrcn. ~ee PP. 25 -27 o] [~l ing ~n.~ttuctto~t~ 1

    N O N E (No reportable reimbursements..)~ ~ LOCATION PURPOSE ITEMS PAID OR PROVIDED

    I.2.3.4.5.

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    FINANCIAL DISC L OSURE RE PORT[ ~ ....

    f e , r ~ a r p o ~ n gPage 3 of 172 Standish , W i l li a m L . 07:12/2010

    ~ N O N E (No reportable g~s.)~ D E S C R I P T I O N

    I.2.3.4.

    5.

    V I . L I A B I L I T I E S . a n ~ . ~ # a , , , h o , , o / w . . .. . . ~ drpendent c h i l d r e n : s e e p p . 3 . ~ - 3 3 af filing instructions.)N O N E ( N o reportable liabilities.)

    CREDITOR ~12 .3 .4.

    5.

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    FINANCIAL DISCLOSURE REPORT ~ .... [ Person Repor, ing [ Date of Repot ,Page 4 of 172 Slandish, W i l l i a m L . 0 7 / 1 2 ; 2 0 1 0

    N O N E ( N o r e ~ o r m b le i n c o m e , a ss e t s , o r t r a n s a c t i o n . )Descript ion ~f Assc~s I In co m e du rin g G ro ss va lu e a t en d Transaction~ during tc~ng ~riod

    ( includ ing t~s t a s se t s ) ~rlmg p~iod o 1 r e p o s i n g ~ t i ~Pl ace " (X)" a~e r e ach ~ sc l A m o um ~ ~ y pc ( e. g. , Value V a )~c T~e (cg, ] Dale V~ lue Gain Identity

    exempt lTom pr io r d i sclosu re I C~r I ~ div., ~cnt. Code 2 : Method buy. sell . ~ mmld& ) ~ C~e 2 Code 1I{~-II) .... t. , (J-P) ~ C~c3 ~ r c d .mp t i o n , (J-P) (A-H} 0f pri,at.

    1. Trust #l.I (100% Interest) G lnL /D~x . P2 T See S~ction VII

    2. -B l ack rock PA Mun i M M lnsg CI Fd ~0 Mon Mkt lnv

    3 . -AIt(x)nz PA City W tr Rev 4.0-201 I4. -Alloona PA Ci ty W tr Re , 4 .25-2015

    5 -Bucks Cnty PA Wtr& gewr Aulh 4.O-2012

    6. -5ancaster PA Pkg Auth Re,, 4.0-20t57. -Lower Bucks Cnty PA Jt Mun 3.6-2013

    8. -Lower Merion PA Sch Dist 4.0-20149. -North Waler PA W tr Auth Rcv XLCA4.0-2011I0 . -PA St t Iighcr Edl Col of Med 3.75-20 12

    11 . -Unionville Chadds Ford PA Sch 3.5-2013

    12 . -Red Lion PA Sch Dist FGIC 4.0-2013

    1 3 . -Spr ingFo rd Sch Dist XLCA 4.0-20141 4 . -ABB L id Bu y 0 1 / 0 2 , 0 9

    1 5 . -ABB Ltd Sold 0 3 . 0 5 / O 91 6 . -Abbot t Labs Inc

    1 7 . -Air Products & Chemicals

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    P a g e F I N A N C 1 A L 5 o f 1 7 2 D I S C L O S U R E R E P O R T I Stand | sh , Wil liam L .V I I . i ~ E S T M E N T S a n d T R U S T S - i . . . . . . . . ~ . . . . . . . . . . . ,~o. . (lnclod~ th .... ,f ~p ...... d deprndr.t chiIdren; xre p~ 34-60 o/~11ng instr~cKo~,.)

    NONE ~o reportable income, assets, or transactions.)~ipfion of ~s~ls ~ I n co me d u ~n g Gross value a t end Tran~tions during r~ing ~riod(inciadm~ i~st ~s)

    ~rc~ing peri~ [ ofrc~ing pcrt~

    Place " (X)" af te r each asse t ~ Amoun t Ty~ (e.g., V a lu e V alu e T~c (c.g, Da~ ~ Value ~ Gain [dcn l i~cxemp~ f rom pr io r d i sclosu re C~c I div., ~enL Code 2 Mcth~ buy , se l l . [ m~d~~y ~ C~ 2 [ Code 1 buycr/scller(A-I l l or inL) (J-P) Code 3 redempt ion ) ~ (J-P) [ (A -H)

    18 . -American Express B u y O1/02z09 i

    1 9. -American Express Sold 03/05/09

    2 0 . -Autom alic Dala Processing

    2 1 . -BP PLCSvons Ad r2 2 . -Bank of America Buy 01 /02/09

    2 3 . -Bank of A mer i ca Sold2 4 . -Br i s to l Myers Squ ibb Co2 5. -Caterpillar Inc B u y 01 / 0Z t 09

    2 6 . -Caterpillar lnc So l d 03 /05 /{)9

    2 7 . -Cisco Sys lnc B u y 0i/0209

    i 28 . 4Ti~co Sys [no So ld 03/05/092 9 . -Coca Cola Co

    1 3 0 . -Domin ion Res Inc VA

    3 1 . -Emerson Et Co3 2 . -Exxon Mobi l Corp

    3 3 . -Fai rpoint Communicat ions B uy i 0 1 / 0 2 / 0 9

    3 4 . -Fai rpoint Communicat ions Sold 0 9 / 0 3 / 0 9

    I

    i ~ . Va!ue M elhod ( . ~ les O R = C ~ , x ( I R e a l ~ s r a te O n l y T "(-ash Market

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    FINANCIAL DISCL OSURE RE PORTI N f P a e p ~ r t ~ n g . .. . ..... [

    D a t e o f R e p o r t]P a ge 6 o f 1 72 S t a nd i s h , W i ll ia m 1 , . 0 7 / 1 2 / 2 0 1 0

    VII . INVESTMENTS an d T R U S T S - i ....... .oluo, t .......on~ (Inclndes rho, , o f ~ la . . . . . . . d de pe nde nt c hi ldr e n; se c pp. 34-~0 of f d ins i ns t r uc t ion~. )

    [ N O N E (N o reportable income, assets, or transactions.)...... A. B. C | D.De~ r i p t i o n o f As . ~ t s Income du r ing i Gross value a t end Transac t i ons dur i ng zcponing pe r i od(including trust a& -,,cts) repor t i ng pe r i od i of repor t i ng pe r i od

    Place "{X)" a f ter each as set TY pe (e.g ., V a lu e V a lu e Type (e .g . , i Date | Value Ga in I d e n n ~ o fe xe mp t f r om p r i o r d i ~ l o s u~ Co d e I : d iv., ren t . Code 2 M elhod buy. sell. mmidd~yy ~ Code 2 Co d e I buycr /~l le r(A- t l) Or in t.) l J-P) : Code 3 redempt ion ) ] IJ-P) (A-H) (ffpnvatc

    i (Q-W) t r ansact ion~

    3 5. -Franklin Resources In B u y 0 1 /0 2 /0 9

    3 6 . -Frankl in Resourceslnc So ld 03/05/09

    3 7 . -General Elect r ic Co

    3 8 . -Go ldman Sacks Grp l nc B uy 01/02/09

    3 9 . -Goldman Sacks Grp Inc So ld 03 / 05 / 0 9

    40 . -Heinz 11J Co

    4 1 . -Home Depot i nc

    4 2 . -Illinois Tool W orks lnc

    4 3 . -Ingersoll Rand Co Ltd CI A B u y 01/0~09

    4 4. -Ingersoll Rand Co Ltd CI A So ld 0 3 . 0 5 / 0 9

    45 . -Intel Corp B u y 0 1 /0 2 /0 9

    4 6 . -Intel Corp S o ld 0 3 /0 5 /0 9

    4 7 . -JP Morgan Chase&Co

    48 . -K~afi Foods Inc

    4 9 . -McGraw H i l l Cos lnc Bu y 0 1 1 0 2 / 0 9 [5 0 . -McGraw t l i ll Cos l nc S o l d 03 /05 /0951 . -Merck & Co Inc

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    PageFINANCIAL7 of 1 72 D I S C L O S U R E R E P O R T IV! 1. INVESTMENTS and TRUSTS - i . . . . . . . . t . , , , . . . . . . , i o . , tlncludes thoxe of sp ..... nd depena~nt ,hildtt, n: , e e p p . 3 4 - 6 0 of f i lin

    [] N O N E ( N o r e p o r t a b le i n c o m e , a s se t s , o r t r a n s a c t io n s .)Dc~rip l i o~ of ASSet s :: t n ~ m e d u r i n g G ros s v a l u e a t e nd Tran~ctions during re~ing ~ri~

    ( i nc luding t~s~ assc ls] [ repo~in~riod of repor t i ng pe r i od~[ [1) ~ (2) II) ~ (2) { 1 1 (2} (3) (4) (5 )Place"(X)" aft .....h .... [~m~u~l ! Type (e.g., V a lu e I V a lu e T~e (e.g., Oa~ Value Ga in Iden t i ,y o fex emp t f r o m p i l o t d i s c lo s u r e Co d e I ~ div., renk C~ 2 Metb~ buy , ~11 , m m / d & y y C o d e 2 Co d e I buycr. ,sellcr

    [ {A-tl) o r m r } (J-P} C~e 3 [ r ~ e m p t i o n ) (J-P) IA -H ) I {i[ private

    52 . -Microsoft Co~

    5 3 . -N ike ln c C I B Buy 0V02 /0 95 4 . -Nike Inc CI B So ld 03/05/09

    5 5 . -Nokia Corp B uy 01/02!095 6 . -Nokia Corp Sold 0 3 , " 0 5 / 0 95 7 . -Notxhem Tr C o r p Bu y 01/02:09

    5 8 . -Nor themf r Co rp So ld 0 3 , 0 5 / 0 95 9 . -Oracle Corp6 0 . -Pfizer Inc So ld 09/24/09(p~)6 1 . -Phillip Morris

    6 2 . -Southern Co

    6 3 . - 3M Company

    6 4 . - V e F i Z O n

    6 5 . -Walgreen Co6 6 . -Wyeth (Merged into Pfizerl Merged I0;15/09(wi lh l ine 6016 7 . -Zimmer t told ings Inc

    6 8 . -Vangua rd Emerg ing MktsStk So ld 0 1 : 2 6 t 0 9

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    FINANCIAL DISCLOSURE REPORT] S tandish , Wi l l i am I , .

    07!12/2010Page 8 of 172VII. INVESTMENTS and TRUSTS -

    N O N E (No reportable income, assets, or ~ansactions.)

    D e s c r i p t io n o f A s ~ t s i I n c o m e d u r i n g G r o s s v a l u e a t e n d r ~ a n ~c~o n s d u r i n g r e i n i n g ~o d( inc lud ing ~s t ~ ts l r c ~ , in g ~ i o d ~of re~ingP l a c e " ( X Y a f t e r e a c h ~ s c t A m o u n t T y p ~ ( e . g ., Value T~ ( cg . , [ Dam ~ Value Gum I d e n f i ~ y o fe x e m p t f r o m p f i ~ ~ s c l o s m e C ~ e I dw . r ~ t . M c t h o d buy sei! [ m m i d ~ ; ) ~ C~e 2 Code } b u y e r . s e l l c r[A-ll) o r m ~ ) C o d e 3 r e d e m p t i o n ) ~ ( J - P ) ( A - H ) ( i f p r i v a t e[ ( Q -W ) ~ *~sac t ion)

    6 9 . -Van g ~ r d ~ SE A l l W o r l d E x U S7 0 . Trust #2 (I /2 Income Ira) E Div & Inl P!~ T M G See Sect ion VIII

    ~ 7 I . -BNY Mellon Natl Muni MM Fund

    7 2 . -Fleetwood PA Area School7 3 . -Phi la PA Sch Mu ni Bd

    7 4 . -Abbot t Laborator ies7 5 . -Accenture Ltd So ld 09/01/09(part)7 6 . -Adobe Sys t ems Inc S o l d !02!26/097 7 . -Aetna lnc So l d 03/!&09

    Ipart)7 8 . -Aetna Inc S o l d 06 .t 1 8 / 0 97 9 . -Alliance Data Sys Corp So ld 09/0 I/Oq(part)8 0 . -Al t r iaGroup l nc8 1 . -Amcripnse Financial Inc B uy 01:26/09

    : 8 2 . -Amertpr~se Financial lnc So ld ( 1 9 / O 1 / O 9{pail)8 3 . -Amgen Inc

    8 4 . -Amgen Inc Bu y 04/29 /09 8 5 . -Amgen Inc Sold 09 /01/09(pa~)

    I h~com Ga in Code s : A -$1 , 000 o r l e s~ B =$1,11OI . $2 500 C ~$2 .501 _ $5.0OO D =$5.001 . $15, t~qU

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    Iame of Person Report ing [ Date of ReportFINANCIAL D I SC L O S UR E R EP O RT[ Standish, William L. I "

    P a g e 9 o f 1 7 2 0 7 / 1 2 / 2 0 1 0V I I . I N V E S T M E N T S a n d T R U S T S - i n . . . . . . . a l u , , tr ..... lions (Includes those of sp ..... nd dependent children; see pp. 34-60 of filing instructions.)

    [] N O N E (No reportable income, assets, or transactions.)Descrip t i on of Asse t s I I n c ome du r i n g Gross , ,a luc at en d Transac t i ons dur i ng report i ng pe r i od| i nc luding t rus t asse t s)

    ~reporting periodo f r epo a i n g pe r i o d

    (I ) ~ 2 ) (I) 12) ] It) (2) ! (3)Place " IX)" af te r each axsc t ] A m o u n t T y p e (e.g., V a lu e V alu e Type (e .g . . Date V a lu e G ain Id~mti~y o fex emp t f r o m p r i o r d i s c lo s u r e

    I ~ A ~ _ _ ~ I ~d iv. . ren t, Co de 2 M ethod b uy, sell. n u rddd / yy ] Code 2 Code I I buyer/sellero r in t . , ,J-P) Code 3 redempt ion ! ] (J-P) IA -H) : (,fpnvatei (Q-W) t ransac t i on)

    8 6. -AOL Inc (Reed fr Time Warner spinoff) 12 / I 1 /09

    8 7 . -Apache Corp So l d ! 09/01 /09(part)

    8 8 . -Apple Computer lnc B u y 06/t0/098 9 . -Apple Sold 09/01/09Ipart)9 0 . -Apple Bu y 09/10/099 1 . -AT&T lnc So ld 0 9 / 0 1 / 0 9 I(part)9 2 . -Autoliv lnc B uy 06/15/099 3 . -Autoliv Inc Sold 09/01 /09( p a r t )9 4 . -Bank of America Corp Sold 01/29 /09(part)9 5 . -Bank of America Corp Sold 02/11/099 6 . -Bank of America Corp Bu y 05/27/099 7 . -Bank of America Corp Bu y 06/18/099 8 . -Bank of America Corp Sold 09/01/09( p a r t )9 9 . -Best Buy Inc B uy 03/20/091 0 0 . -Best Buy Inc So ld 0 9 / 0 1 1 0 9Ipart)101. -Blackrock Inc Buy 04/29/091 0 2 . -Blackrock Inc So ld 09/01/09(part)

    I Income Gain Codes A =SI,000 or less B = $ 1 . 0 0 1 - 5 2 . 5 0 0 C = $ 2 . 5 0 1 - $ 5 . 0 0 0 D = $ 5 . 0 0 1 - $ 1 S , O 0 0 E = $ 1 5 . 0 0 1 - $ 5 0 . 0 0 0

    (See Columns CI and D3) N = $ 2 5 0 . 0 0 1 - $ 5 0 0 . 0 0 0 O : $ 5 0 0 , 0 0 1 - $ 1 , 0 0 0 . 0 0 0 P I ~ $ 1 . 0 0 0 , 0 0 1 - $ 5 . 0 0 0 . 0 0 0 P 2 = $ 5 . 0 0 ( I , 0 0 1 - $ 2 5 , 1 K 1 0 , 0 0 0

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    FINANCIAL DISCL OSURE RE PORT N .... fP .... R e p o r t i n g [ DatofRcportPage 1 1 of 1 72 Stand i sh , W i ll ia m L [ 0 7 / 1 2 / 2 0 1 0V I I . I N V E S T M E N T S a n d T R U S T S - i ......... J ........... ions (Includes those of sp ...... d dependent children; st~pp. Jg-60 of J+ding instructions.)[-~ N O N E (No reportable income, assets, or transactior~.)

    A. B. C D.| ) e s c r i p l i o n o f A s s c l s I n c o m e d u r i n g G r o s s v a l u e a t e n d T r a n s a c t i o n s d u r i n g r c p o r h n g p c r i o d( i n c l u d i n g t r u s t a s s e t s ) r e p o r t i n g p er i o d o f r e p or t i n g p er io d

    (( )P l a c e " ( X a f te r e a c h a s s e t A m o u n t T y p e ( e .g . , Value V a l u e T y p e ( e . g ., ~- -~ Da t e i Va lue G a i n [ I d e n t i t y o fe x e m p t f r o m p r i o r d i s c l o s u r e C o d e I d i v . . r e n t C o d e 2 M e t h o d b u y . S e l l , [mm]dd]yy Code 2 Code I [ b u y e r ] s e l l e r( A - H ) o r in t . ) ( J - P ) C o d e 3 r e d c m p t i o n ) [ ! (JP) ( A - H ~ ( i f p r i v a t e( Q -W ) i ~[ 1 J t r a n s a c t i o n ~

    1 2 0 . -Cummins lnc Sold 09/01/09( p a r t )1 2 1 . -CVS/Caremark G~ou p Sold 09/01/09(parl)1 2 2 . -Danaher Corp S o l d 09/01/09

    I p a r t )1 2 3 . -Darden Restauranls

    1 2 4 . -DuPon! El De Nemours B uy 0 4 1 1 7 / 0 9

    1 2 5 . -DuPon! El De Nemour s So ld i09 /01/09(part)1 2 6 . -EMC Corp B uy 07/21/09

    1 2 7 . -EMC Corp B uy 08/03 /09

    1 2 8 . -EMC Corp So ld 09/01/09(part)1 2 9 . -Emerson Elect r ic Co So ld 03/20/091 3 0 . -Ensco Intl Inc S o l d 01/05/091 3 I . -Estee Lauder Cos CI A So ld 03/06/091 3 2 . -Exelon Corp Sold 04/17/09

    : (part)1 3 3 . -Exelon Corp So ld 09/01/09(part)1 3 4 . -Exxon Mo bi l Corp Sold 09/01/09(pan)1 3 5 . -Fedex Corp So ld 09/01/09

    (part)1 3 6 . -Fifth Third Bancorp So ld 0 1 1 2 9 / 0 9

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    Iame of Persou Repo rtil~, I Date of ReportFINANCIAL DISCLOSURE REPORT Standish, William L.[

    0 7 / 1 2 / 2 0 1 0Page 12 of 172

    N O N E (No reportable income, assets, or transactions.)

    D e c e p t i o n o f A s s e t s Income du r ing Gross value a l end ~ rr~n~clions during rc~mg ~ri~f includ ing l~s t a s~ t s} [ re~mng period of reposing ~iod ~Place " (X)" af te r c~h a sse t ~ ,Am~ n t ~ Ty~ (e.g, V ~ u c V a lu e T~ (-g., ~: Date ~ Value Gain l d e n t i~ o f

    e xe mp t f r om p fo r d i s c l o s u r e C ~ e [ A . H ) I [ idiv .. rnL C ode 2 Method buy, se l l , m m / d ~ / ) ~ C~e 2 C~c I buy~ i se lkw

    : or ln l . ) [J-P) Code 3 redempt i on) (J-P) ~A-H} f i f pr iva tef Q W ) ~ transaction~

    1 3 7 . -First lio~zon Nail Coo S o l d 0 9 / 0 1 / 0 9[pa~1 3 8 . -~ranklin R~ Inc ~uy 0 1 / 2 6 ~ 0 9

    3 9 . -Franklin Res lnc Sold 09 / 01 / 0 9(p a r t )

    40 . - G A P l n c S o ld 0 1 /2 6 /0 0

    41 . - G A P l n c S o ld 0 2 /0 9 /0 9

    1 4 2 . - G e n e r a l E l e c t r ic C o S o l d 09/0~ p a r O! 4 3 . - G i l e a d S c i e n c e s I n c B u y 0144 . -Gilead Sciences Inc S o ld 0 9 /0 1 /0 9( p a r t )145 . -Gilead Sciences Inc So l d 1 2 / 0 7 / 0 9

    146 . -Goldman Sachs Group lnc S o ld 0 3 /I 3 /0 9

    147 . - G o o g i e h tc B u y 06 ; 10 / 0 9

    1 4 8 . -Google lnc B uy 0 8 1 2 6 / 0 01 4 9 . -Google lnc Sold 09/01/09(pan)1 5 0 . -Ha l l ibur t on Co So ld 09/01i09(parO

    1 5 1 _ -Hess Corp1 5 2 . - t tess Corp Bu y 01/28/09

    1 5 3 . -H ess Co rp Buy 03/20/09

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    Name of Person Reportin g Date o f ReportP a g e F I N A N C I A L I 3 o f 1 7 2 D I S C L O S U R E R E P O R T [ Slandish, William L. 0 7 / 1 2 / 2 0 1 0

    VII. INVESTM ENTS and TRUSTS -NONE (No reportable income, asse~, or transactions.)

    A. B. C. D,Income du r ing Gro s s ~a l u e a t ~d TransPorts during re~ing ~riodDcscrip~m~ of Asse t s0 n c lu d i n g ~ s t a s s e~ s ) [ re~t l*ng per iod o f repos ing per iodPlace " (X)" af te r each ~s~ t A m o u n t T~pc [ c . g , Value Value T~ (e.g., Date i Value [ Gain iden t i ty o f

    , (A-ll) or lnt ) ( J P ) C ode 3 re de m ption~ ~ " ( J -P) (A-I t) ~ ( i fp~vate

    [~ 4. -Hess Co~ Sold 09/01/09( p a ~ )155. -Hewle t t Packard Co Bu y 08126109

    156 . -Hewlett Packard Co So l d 0 9 / 0 1 1 0 9(pan)

    157 . -Hcwlett Packard Co B u y 09!I0/09

    1 5 8 . -llome Depot lnc Sold 0 9 ~ 0 1 / 0 91 5 9 . -Home Dep ot Inc Buy 0 9 1 1 6 / 0 9

    1 6 0 . -Honeyw ell Int l lnc Sold 09/01/09~ p a r t )1 6 1 . -Hospira Inc Sold 0 9 , 0 1 1 0 9(part)1 6 2 . -Human G enome Sc i ences Inc Bu y 12/08/09

    1 6 3 . -IBM S o l d 0 8 1 2 6 1 0 9(pan)1 6 4 . -IBM S o l d 0 9 / 0 1 1 0 9( p a r l )1 6 5 . - I n t e l C o r p

    16 6 . -Intel Corp B u y 0 3 . 1 3 / 0 9

    16 7 . -Intel Corp S o ld 0 6 /1 0 /0 9

    16 8 . -Juniper Networks Inc

    1 6 9 . -Juniper Networks lnc B uy 02/26/091 7 0 . -Juniper Networks Inc So ld 0 6 / 1 0 ! 0 91 p a r t )

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    FINANCIAL DISCLOSURE REPORT ~ ....f ~ . . . . . . , ~ o , ~ . , ~ v . t , , o f . e p o , ~Page 14 of 172 Standish, William L. 07 /12 /2010VII. INVESTMENTS an d TRUSTS - i ........ i . , . , . . . . . . ., o , ~ a . ~ . t . ~ e ~ , h o . ,o~ N O N E income, assets, or transactions.)N o...... A . , ~ C . D .D e ~ r i p f to n o f A s ~ l s ] h , c ~ m d u r in g G r o s s v a l u e a t e n d l ran~clions(including ~st ~sscts~ r c~ i n g p e r l ~ of r c~mng pe r i ~

    P l a c e " ( X ) " a f t e r c ~ h ~ s e t Amoun t T>p (e .g . . Valuc V M u T ~ p c ( g .. ~ Da t e Value : Ga i n [ d e n ~ i t y o fe x e m p ~ f l o r a p r i o r d i s c lo s u r e I Code I ] d i v . . r e i n . C ~c 2 M e t h o d b u y , s e l l . ]mmid~/~ C o ~ 2 C o d e I h u y ~ / s c l l e ~I A - H ) o r m r ) ( J - P ~ C o d e 3 redcmpli~) ( J - P ) ( A - H ) ( i f p r i ~ a t e

    171, -J~ iper N etworks lnc Sold 09/01/09(paH)172. -JP M organ Ch~sc & Co73 . -J P M o rg an Chase & Co Buy : 0 2 / 0 9 : 0 97 4. -JP M o rg an C hase & Co Bu y 03/06/097 5 . - JP Morgan Chase & Co So ld 09/01/09(part)7 6 . -Kbr [he Sold 09/01/09( p a r t )7 7 . -Keycorp New

    178 . -Labo ra to ry Co rp Amer H ldgs Sold 01/26, 09170 . -L imi ted Brands I nc B uy 1 0 / 0 9 , 0 9180 . -Lori l la rd Inc B uy 0 1 . 2 6 / 0 9181. -Lonl l a rd l nc So ld 0 9 . 0 1(pan)182 . -Lo r i ll a rd I nc Sold 1 0 / 0 9 / 0 9

    8 3 . -McAfee lnc Sold 0 8 / 0 4 1 0 984 -McDona ld s Corp So ld 0 3 , 2 0 . 0 9I p a r t )8 5 . -McKesson Corp B uy 02/09 /09

    186 - Mc K e s s on C o rp Sold 09/01/09(part)187 . -McKesson Co rp B uy 1 0 / l 3 / 0 9

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    F I N A N C I A L D I S C L O S U R E R E P OR T ~ .... f person Report ing [ Date of Repot!P a ge 15 o f 1 72 Standish, W i g ia m L . [ 0 7 / 1 2 ~ 2 0 1 0V I I . I N V E S T M E N T S and TRUS TS -~. . . . . . .. . t~o,,~ . . . . . , io . ,a.~t .aes,ho, .o/ ,p ...... ddepcnaentchltdren:seepp. 34-60offitinginstrucaons.)

    N O N E (No reportable income, assets, or transaction.)

    De~ r i ph o n o f A s s e t s ~ Income du r ing~

    Gro~ v a l u e a t c ad Tran~cfions dunng reining ~r~( includ ing tms as~t s ) r e d o i n g p c r m d of rcpoamg period ........

    Placc"(X)" af te r each asse t I Amount T~e (e.g.. Value ~ Value Type (cg . , Date Value Gain Iden t i ty o fx~p t ~om p r i o r d i s c lo s u r e ~ Code I i di* , ren t , C~e 2 Mcth~ buy , se l f , mmi~)~ C~e 2 I Code I buyeri se l lm(A-H~ ~ ormt.) I J-P) ~ Code 3 redempt ion ) ~ (J-P} ~(A-H} ( i fp~i~a tc(Q-W) i t~ction)

    188 . -Med~on ic l nc Sold 09 /01 /09(P~)189 . -Merck & Co lnc B u y 03 /18 /09190 . -Merck & Co Inc So ld 09/01/09(pan)1 9 1 . -Microsofl Corp Sold 0 9 , 0 1 / 0 9(part)1 9 2 . -Molson Coors 13rev. lng Co So ld 03/ I

    1 9 3 . -Morgan S t an ley Bu y 05/13 /09

    9 4 . -Morgan S t anIey So ld 09/01/09(pan)9 5 . -Mos iacCo So ld 04/17/09

    1 9 6 . -National Oilwll Varco Inc B u y 01/05/091 9 7 . -National Oilwell Varco Inc So ld 04/29 /09198 . .News Co rp l nc Sold [ 0 9 / 0 1 / 0 9(pan)199 . -Nokia Corp Spon ADR Sold 07 /21 /09200 . -Norfolk Southern Corp B u y . I 1 / 0 9 / 0 9201 . -Northern Trust Corp Bu y 01/26/092 0 2 . -Nor thern Trus t Corp Bu y 02/09 /09203 . -Novar t i s AG Spo n ADR S o l d 04/30 /092 0 4 . -Occidental PetroCorp Bu y 04/28/09

    l (S ~ C ~ l u r n n s C I a n d D 3 ) N = $ 2 5 0 , 0 0 1 - $ 5 L 1 0 , 0 0 0 O

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    FINANCIAL DISCLOSURE REPORT s .... fP .... Reporting DareofReportPage 16 of 172 Standish. W i ll ia m L . 0 7 / 1 2 / 2 0VII. INVESTMENTS and TRUSTS - in ....... ~ = e , , . . . . . . , ~ n s ( I n c l u d e s t h o s e of sp ...... d dependeat c h i l d r e n ; s e e p p . 3 4 - 6 0 o[ f i l lng i n ~ t r u c t i o n x )--] N O N E income, assets, or transactions.)N o reportable

    A. " B. C. D.D e s c r i p t i o n of Assets I n c o m e dur ing Gross value at cad T r a n s a c t i o n s d u r i n g r e p o r t i n g p e r i o d(including lrust assets) i reporting period of reporting period

    (ll [ 121 (I) (2) (1 1 (21 (31 141 (5 )Pla ce "(X J" a f te r e a ch a s se t [A m o u n tr [ Type ~,c .g ., V alu e V a lu e Type {e . g . , D a te V a lu e Gain ldcraity of

    exempt from ptaor disclosure [ Code I [ div., rent, Code 2 Method buy, ~|l, mm/ddlyy I Code 2 Code 1 buyer / se l le r[ (A-H) [ or int.) (J-P) Code 3 redemption) i (JP) (A -H ) (ffp r i~ ,a tc~~, (Q -W ) transaction)

    205 . -Occidental Petro Corp So ld 09/01/09(part)

    206. -Omnicom G roup Inc So ld 0 9 / 0 1 1 0 9(part)207 . -Oracle Corp So ld ! 0 9 / 0 1 / 0 9(part)2 0 8 . -Parker Hann ifin Corp So ld 09/01/09(p~)209 . -Pepsico Inc So ld 09/01/09(part)210. -Phillip M orris Sold 09/01/09(part)211 . -Pfizer lnc

    2 12 . - P f i z e r I n c B u y 07/13/09

    213 . -Pfizer Inc So ld 09/0~/09( p a r t )2 1 4 . -PNC Fin l Svcs Group So ld 02/09 /092 1 5 . -Praxir I nc B u y 01/02/09216 . -Praxir Inc So ld 03 /I 3 /09( p a r t )2 1 7 . -Praxir lnc So ld 09 /01 /09I p a r t )218. -Procter & G amble Co So ld 09 /01 /09( p a r t )219. -Qualcomm Inc So ld 08 /26/09( p a r t )2 2 0 . -Qualcomm Inc Sold 09 /01/09221 . -Raytheon Co So ld 00 /01 /09( p a r t )

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    FINANCIAL DISCLOSURE REPORTI s r e a ~ p o ~ t t ~ . .. . ..... I

    D a t e f R t p o r tIa g e 1 7 o f 172 Stand i sh , 9 , " il li a m L . 0 7 / 1 2 / 2 0 1 0

    VII. INVESTMENTS and TRUSTS - in ....... lue, t .......aons ,Includes those o/sp ...... d de pe nde n t c hi ldr e n; s e e pp. 34-60 , , f i l li ng ins t r uc t ion s . )

    ~ N O N E (No reportable income, assets, or trm~actio~.) D .~ S c f i p t io n o f A ~ e t s I n co me d u ~n g Gross value al end~ Tr~sac~ons during re~ingI i ~ l ud ing t ~ t a s s~ I s ) ~ r epo s i n g ~ r ~o d of rcoomng ~ ._ ~ ........

    ~ Dare ]Value I Gain Id~n~ofPlace "(X)" aRer each as set Amo~t T~e (e.g.. Value I Value T~(e.g.. x c m p t f r o m p f i o r d i s c l o s u r e Codel i di . . rcnL C~c2 Meth~ bay.~ll. m~d~ C~e2 [C~I / buyerisct ler(A-I t ) ~ I (J-P) (A-H} ( i fp r iva leor i n , . ) (J-P) C~e 3 redempt ion ) ~ ~ ] t r an~act~on l

    222. -Research in Motion

    223 . -Ross Stores Inc Sold 06/30/09( p a r t )224. -Ross Stores lnc Sold 07/01/0~225. -Schwab Cha r l es Co rp Sold 09/01/09(part)226. -Sche ri ng P lough Co So ld 09/01/09(pan)2 2 7 . -Scher ing Plough Co (Merged into Merck) I 1 / 0 5 ! 0 9

    2 2 8 . -Sempra Ene rgy Sold 09/01/09( p a r t )2 2 9 . -Starbucks Corp

    230 . -St Jude Medical Inc So ld 06/24/09(part)2 3 I . -S t Jude Medica l l nc Sold 09/01/09{pan)232 . -St Jude Medical Inc S o l d I 0 / I 3 / 0 9 12 3 3 . -Sta te S treet Co rp Buy 0 5 . , " 2 7 / 0 9

    2 3 4 . -State Street Corp Sold 09/01/09(part)235 . -State Street Corp S o l d 1 2 / 1 6 / I ) 9236. -Ta iw an S em ico nducto r M fg Co A I)R Buy 03/06/09

    237 . -Ta iwan Semiconduc t o r Mfg Co ADR Sold 09/01/09(part)2 3 8 . -Targe t Corp

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    IN,mef P e r , s o n R t p o r t l n g D a l t o f R e p o r tFINANCIAL DISCL OSURE REPORT[ Standish , William L.

    Page 18 of 172 0 7 ! 1 2 / 2 0 1 0

    ~ N ONE ~Vo reportable income, assets, or transactions.)~ . . . . . . . . . . . . . A. B C. D .D e s c n p h o n o f A s ~ t s j I n c o m e d u r i n g G r o s s ~ a l u e a t e n d T~ans~ions dunng rc~mg[ i~hMmg ~ sl asse ts~ r e ~ mg p e r i o d of repos ing pen~PI~ "(X)" after each ~s~ ~e [e.g. Value Value T~e (e.g., D a t e Va lu e [ G a i n ld en t~ of

    e x e m p t f r o m p r i o r d i ~ l o s u r e Cede I[[

    d r y . . ~ c n k C o d e 2 Mcth~ b u y , ~ 1 1 , mm,d~y Code 2 [ Co~ I buyer i~ llc r[ A - H ) i o r in t . ) O - P ) C o d e ~ r e d e m pt i o n ) O-P) ~ [A-H) ( i [ p r i v a t e~ ( Q -W ) I : ~clion)

    239 . -Target Co o B uy ~/30/09Sold 0 9 , ~ 0 1 1 0 9240 . -T~ge t Co~ ( p a a )

    2 41 . -T ex tr on I nc So ld 09/01/09(pan)2 42 . -T ex tr on I nc Bu y 09/10/09

    2 4 3 . -ThermoFisher Scienli fic Inc So ld 01/26:09~ p a r t )244. -ThcrmoFishcr Scient i fic Inc Sold 03/10/09Ipart)245. -ThcrmoFisher Scient i fic Inc So ld 0 9 1 0 1 ; 0 9tpart)246. -ThermoFisher Scientific The Bu y 11/12 /09

    247. -Time W arne r lnc (Sp inof fofTime W arne r 04/02/09Cable)248. -Time Warner lnc So ld 09/01/09(part)249. -Trine Warner lnc (Spinoffof AOL) 1 2 / I I 1 0 9

    250 . -Time Warner Ca ble Inc iRecd fr Time Sp ino f f 04/02/0qWarne r sp i nof0 (flora l ine 247)251 . -T ime Warner Cab l e I nc So ld2 52 . - Ty co In t l L e d

    253. -Tyco Intl Led Bu y 03!19i09

    2 5 4 . -Tyco Intl Led !parl)Sld 09/01/092 5 5 . -Uni lever PIC ADR Bu y 1 2 1 1 7 / 0 9

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    N a m e o f P e r s o n R e p o r li n g D a t e o f R e p o r tFINANCIAL DISCLOSURE REPORT Standish, W i ll ia m L . 07q212010Page 19 of 172 I

    Vll. INVESTMENTS and TRUSTS- i.,:,,. ,,, ~,t,,. ..... t l o # s C t n c l u , t e s t h o s e o f s p ...... d a e ~n ~tc hl td re n ; se tp ~ 34-600ffilingins.ucffong)N O N E (No reportable income, assets, or transactions.)

    D e c e p t i o n o f A s s e t s ~ I n c o m e d u r i n g G r o s s v a l u e a t e n d Tran~ct ions dur ing re~mg{ i n c l u d i n g t r u s t a s ~ t s ) r e ~ i n g pcn o d ~ of topping

    ~ A m o u m T~ e ( e . g . , [ Da t e [ Va lu e G a i n Id t~f i~ ofP l a c e " I X ) " a f t e r e a c h ~ s c ~ [ C o d e 1 T y p e ~ e . g V a ~ u e V a l u ee x e m p t f r o m p r i o r d i s c l o s u r e , . d i v . , r~ m L C~e 2 M e t h o d b u y , ~ c l l , ] r n ~d ~ ] Co d e 2 C ~ c I b~cr]~l[er[~ A - H I [ o r i n t ~ O - P ) C o d e 3 r e d e m p t i o n ) ( J - P ) ( A - t I ~ ( i f p r i v a t e~ ( Q -W ~ :. n a n s a c u o n ~256 . - U S f f a n c o~ De l Sold 01/26/09( p a a )2 5 7 . -Va l e SA-Sp ADR [Reed f r Companh ia V a l~ Sp ino f f 0 5 / 2 6 1 0 9name change} I ~om l i ne 116 )258 . - V a l e S A- S p ADR Sold 09/01/09

    ( p a a )2 5 9 . -Ve~ex Phan~acu t a l s

    2 6 0 . -Ve~ex Pha~acu ta l s B uy 0 3 / 1 1

    261 . -Vertex Pharma culals So ld 09/01/09Ipart)262 . -Viacom Inc263. -Visa Inc - CI A B uy 01/30t09

    2 6 4 . -Visa lnc- CI A Sold 0 % 0 1 1 0 9~ p a n )2 6 5 . -Wal-Mart Stores Inc S o l d 06/15/09266. -Wel ls Fa rgo & Co Sold 0 1 , 2 6 / 0 9( p a r ~ )2 6 7 . -Wel ls Fa rgo & Co New So ld 09/01/09(parl)2 6 8 . -Whir lpool Corp B uy 09/02/09

    269 . -W yeth

    270 . -Wyeth B uy 01/26/09

    2 7 1 . -Wyeth So ld 07/13 /09

    272 . -XTO Energy lnc So ld 09/01/09(part)

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    P a g e 2 0 o f 172 s t ~ . a i s h , \ V i l l i a , . t - 0 7 J n . / 2 0 t OVII . INVESTMENTS an d TRUSTS - ~ .... ,. value,, ........ tions tlncludes those of sp ..... ~ d~enden, children; xee pp. 34-60 of filing i~truction~)~ NONE (No r~Tortable income, assets, or transactions.). . . . . . . . . . ~. - . . . . . . .~ c. D

    D c s c n p n o n o f A s s e : s I n c o m e d u r i n g G ro s s va l u e at e n d T r e aSo n s d u n n g r e~ i n g~tnclodmg ~t a~e ts) r e p o s i n g p e r i o d of r~oa ing period _.~Place "(X)" a~er each ~t I A m o u m ~ T~ (e .g. . Value Value ] T~e (e.g.. ~ Date ~ Value G a i n Identi~ of[ e x e m p t ~ o m p r i o r d ~ s c l o s u r e ~ C o d e 1 ~ d i ~ . . r e n k C ~e 2 Met~a b uy . ~ ll. ~ m~ d ~~ ~ C od e 2 C o d e 1 b u y e r ! s e l l e r< A - H ) ] o r i n t . ) [ ~J-P) C ~e 3 r e d e m p t i o n ) [ ( J - P } { A - I D ~ i f p r i v a t e

    i ~ ..... ,O-w) ~ . [ , ...... , i o n ,2 7 3 . -Dreyfus~ew ton lnll Equi ty (rec 17 BNY Open 0 1 / 0 1 ~ 0 9Mellon name chg)2 7 4. -D reyf~ ,N ew lo n In t l Equ ily -I S o ld 09/01~

    2 7 5 . -Dreyfus Prom Strat Glbl ST- 1 B uy 01/02/092 7 6 . -Dreyfus Prem Strut Glbl ST- 1 So ld 0 9 / 0 1 ! ( Y )(part)2 7 7 . - l sh a re s MSCI Em erg i ng Mkt s Index Fd Bu y 01i05/092 7 8 . - I sha re s MSCI Em erg i ng Mkt s Index Fd So ld 0 2 / 0 5 / 0 9 12 7 9 . - [ sha res S&P G SCI Comm odi ty -l nd B uy 0 9 / O 3 / 0 9

    2 8 0 . -Stra tegic Global Stk Fund Bu y 0 1 / O 2 / 0 9281 . -Stra tegic Global Stk Fund Sold 09/01!09(part)2 8 2 . -Bny!Ivy M-S I ledge Fd2 8 3 . -BNY Mel lon Emerg i ng Mkt s Fund C I M

    2 8 4 . -BNY Mel lon Emerg i ng Mkt s Fund C I M Bu y ] 0 2 / 0 5 / 0 92 8 5 . -BNY Mel lon Emerg i ng Mkt s Fund C I M Bu y 09/01/092 8 6 . -BNY Mellon Int l Fund CI M Sold 0 9 / 0 1 1 0 9( p a r t )287 . -BNY M el lon Mid-Cap Stock Fund C1 M

    288 . -BNY M el lon Mid-Cap Stock Fund CI M Bu y O 3 1 3 0 / 0 9289 . -BNY M el lon Mid-Cap Stock Fund CI M So ld 09/01/09(part)

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    FINANCIAL DISCLOSURE RE PORT n .... f P . ~ . r e p o r ~ * ~ [ D . , e o r r e p o r tIage 21 of 1 72 Standish, W i ll ia m L . 0 7 / 1 2 / 2 0 1 0V I I . I N V E S T M E N T S a n d T R U S T S - i . . . . . . . . ~ u . . t . . . . . . t ions ( Includes those of sp ...... d d e p e n d e n t c h i l d r e n ; s e e p p . 3 4 - 6 0 o / f i ll n g i n s t r u c t i o n s . )

    N O N E (No reportable income, assets, or transaction.)A , - - - - - ~. ] c. D~r l p~on o l Assc~s I n c o m e d u r i n g ] G r o s s ~ a l u c a t e n d Tran~c f ions dunng t c~ i ng ~ r i od

    { i n c l ud i n g T m s l ~ g ~ l s ) re , fl i ng p~ iod ~ of r c~mg pe r i odP l a c e " ! X l " a f t e r e a c h ~ s c t Amour ~ Ty~ {e.g., V a l u e ! Value T ) 3 ~ e ( e . g . . D a t e V a l ue ~ Ga i n l d c n t i ~ y a f

    e x e m p t fr o m p n o ~ d i ~ l o s u r C~ I :: d i v . , r c n L C ~c 2 Mcth~ buy. ~ll, mm/d~"~ C~c 2 Code 1 buycr/~llcr( A - H ) ~ o r m e . ) ( J - P ) [ C o d e 3 r e d e m pt io n ) (J~P) ~ (A-H)

    2 9 0 . -BNY Mel lon Na t l I n te~ Muni ~ Fd CI M291 . -BN Y M ello n Na il In tenn M un i Bd Fd CI M B uy 09/01/09

    292 . -BNY Mellon Na t l S,T Mun i Bd Fd CI M B uy (~ /0 1 /0 92 9 3 . - BN Y M el lo n N ev , t o n lnll (name chg to 0 1 / 0 2 , 0 9Dreyfus ,rNewton)294 . -BNY Mel lon Opt ima L /S S t r a t egy Fd295 . -BNY Mel lon Smal l Cap S t ock Fd CI M

    2 9 6 , -BNY Mel lon Smal l Cap S t ock Fd CI M Bu y 03/30/092 9 7 . -BNY Mel lon Smal l Cap S t ock Fd CI M Sold 0 9 / 0 1 / 0 9( p a r t ~2 9 8 . -BN Mel l on US C ore Equ i ty So ld O 9 / 0 1 / 0 9(part)2 9 9 . Trust #3 (I /6 Income Int) D Div & lnt PI T 1 . G See Sec t ion Vl l l300 . -BNY Mel lon Na t l Muni MM Fund M o rt M k t3 0 1 , -Abbot t Laborator ies Sold 0 5 / 0 6 . 0 93 0 2 . -Accenture Lid So ld 0 % 0 1 ~ 0 9( p a r t )303 . -Acccnture Ltd (Exch for Accentttre PLC 0 9 ~ 0 3 / 0 9

    3 0 4 . -Accenture PLC ~,Rec fr Accenture Ltd) 09 /03 /093 0 5 , -Adobe Sys tems l nc So ld 02/26/093 0 6 . -Aetna Inc So ld 03/10/0~lpart)

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    F I N A N C I A L D I S C L O S U R E R E P OR T t~ ....fP .....Re p o r t i n g [ DateofRepottPage 22 of 172 Standish, W i l l i a m L. [ 0 7 / 1 2 / 2 0 1 0VII. INVESTMENTS and TRUSTS - ~.~. ...... t.e. t ......i o n s ( I n c l u d e s t h o se o f sp . . . . . nd depen dent ch i ldren; see pp . 34-60 o f f i l i ng i nst ruc t i ons. )

    N O N E (No reportable income, assets, or transactiot~s.)

    j Dcsc~pt i on of Asse t s J Income du r ing I Gross value a t end ~ Tran~ctions during tc~mg ~riod~ I . i nc l ud l ng , ~ , a~ t s ) ~ (I)l reposing ~riod(2~

    lo f r ~ i n g p c r i ~ ( i ) ( 2 ) ~, (I) ~-(2) .... (3 ) (4 )

    3 0 7 . -Aetna lnc Sold ~/18/~3 0 8 . -Alliance Data S ystems Corp Sold 0 9 / 0 1 , . " 0 9( p a r t )3 0 9 . -Ameriprises Finl lnc B u y 01/26/09310. -Amenpr~ses Finl lnc Sold 09/01 /09( p a r t )3 1 1 . -Amgen Inc3 1 2 . -Amgen Inc Bu y 04/29 /093 1 3 . -Amgen Inc S o l d 09/01/09( p a r t )3 1 4 . -AOL lnc (Reed l~ TimeWamer spinoff) Sp inof f 1 2 / 1 1 / 0 9

    (from line 481)3 1 5 . -Apache Corp So l d 09 , 0 1 , 0 9

    (part)3 1 6 . -Apple lnc

    3 1 7 . -Apple lnc Bu y 0 6 / 1 0 . 0 93 1 8 . -Apple lnc Sold 0 9 , 0 1 / 0 9( p a r t )3 1 9 . -AT&T Inc Sold O 9 / 0 1 / 0 9( p a r t )~ 2 0 . -Aurally Inc Bu y t , k S / 1 5 ! 0 93 2 1 . -Autoliv Inc Sold 09 i 01 / 0q(part)3 2 2 . -Bank of Amer i caCorp Sold 01/29 /09(part)3 2 3 . -Bank of America Corp So ld 0 2 , 1 1 / 0 9

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    FINANCIAL DISCLOSU RE REPORT N .... f P ....Reporting [ DaI, of Repor~Page 23 of 172 S tand i s h , W i ll ia m L. [ 0 7 / 1 2 / 2 0 1 0VII. INVESTMENTS an d TRUSTS - i, ........ ~.,,, ....... ,finn, (Include., those of xp ..... d de pe nde nt c hi ldr e n; xe e plx 34-60 o/ f i l i ng~ N O N E (N o reportable income, assets, or transactions.)[ ....... ~ . - .... a . c . " ......~ ........................[ Dc~r~p t i on of Asse~s Income du r ing G ros s ~ a [ uc a t e nd I r a n ~c~o n s d u r i n g r epo r t i n g] ( includ mg ~g t a s se t s ) repor t i ng pe r i od o f ~p on i ng p e r i od .

    Place " IX)" af te r c~h as~ c l Amounl Ty~ (e.g.. Value ] V a lu e T~ (~.g.. Date V a lu e Gain Id~li~ ofc x e m p ~ o m p r i o r d i ~ lo s u t c Code I[ div.,rem, C~e 2 Meted buy , sc l l . ~ m m / d ~ ~ (o~ 2 Co d e I huyc r . ~ l [ e r] (A-t l} c r i ra . ) , J-P) C o d e 3 redempt ion ) ~ ,, (J-P) ~ (A -H , ( i f pr iva te

    3 2 4 . -Bank of America Co~ B u y 05/06/09325. - B a n k o f A m e r i c a C o o p B u y 06/1gi09

    326. -Bank of America Corp So ld 09/01/09(part)

    3 2 7 . -Bes t Buy lnc Bu y 03/20/09

    3 2 8 . -Bes t Buy lnc Sold 09 / 01 / 09329 . -Blackrock Inc Bu y 04/29 /093 3 0 . -Blackrock Ira: So l d 0 9 / 0 1 , 0 9{ p a r t )3 3 1 . -Broadcom Corp CI A Buy 0 2 / 2 6 / 0 9

    3 3 2 . -Broadcom Corp CI A S o ld 0 9 /0 1 /0 9(pa~)3 3 3 . -Broadcom Corp C} A So l d 11 / 06 , 0 9

    3 3 4 . -Chubb Corp So l d 01:26 , ; 0~(pan)

    3 3 5 . -Chubb Corp So l d 0 9 / 0 l i lY )(par03 3 0 . -Cigna Corp B u y 0 6 /2 4 /0 9

    3 3 7 . -Cigna Corp So ld 0 9 / 0 1 / 0 9{pa r O3 3 8 . < g i s c o S y s I n c So ld 02 / 26 / 0 9(pa~)3 3 9 . -Cisco Sys Inc S o ld 0 9 ,0 1 /0 9

    (part)3 4 0 . -Coca Cola Co S o ld 0 9 /0 1 /0 9

    (pan)

    ISer Colum,~ C I and D3! N = $ 2 5 0 . 0 0 1 - $ 5 0 0 . 00 0 O = 5 5 ~ ) . 0 0 1 - l 1 , 0 0 D . 0 0 0 PI =$l.f~0,00| - $5,000.090 P 2 = $ 5 . 0 0 0 . 0 0 1

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    FINANCIAL DISCLOSURE REPORT ;~ ....f P e r , o n R e p o r t i n g [ Da|ofacportPage 24 of 172 Standish , W i ll ia m L. [0 7 / 1 2 / 2 0 1 0

    Vll. INVESTMEN TS and TRUSTS - ~ ......... . . . . . . . . . . . i o . ,N O N E (No reportable income, ~sets, or transactions.)

    De~r ipl ion of As~s I n c o m e d u r i n g G ro s s v a l u e at e n d Tr~ c ti o n s du r i n g r e ~ mg ~ r i o d(including tm~l a~ts) r~n ing per iod o f r e p o s i n g p e r i o d

    { ~ ) (2 ) ,Place "1X)" afl~ each ~ t A m o u n t T y p e ( e . g .. Value [ Value " F ) ~ e ( e , g . , [ Da~ Value G a i n Identi~ ofC o d e ~c~pt #om pr ior d isclosure C o d e I d lv . . r c n k M c l h o d buy. sell ~m m / ~ ~ C ~c 2 ; C~e I b u y e r / s e l l e r( A - H ) o r m r . ) ~ J - P ) - C o d e 3 r e d e m p t i o n ) ( J - P ) ( A - H ) ( i f p r ~ v a l e

    ........................... ~ I Q -W ) l r~c t~on)341 . -Coach I nc Sold 01 / 26 / ~342 . -Co lga l e Pa lmo l ivde Co Sold 09/01 /09343. -Compan hia Vale Do Rio Doce ~Nam e chg 05/28;09

    t o Va l e SA-Sp ADR)344 . -Coo coph i l l ip s Sold 03/20!09(pan)3 4 5 . -Concophdlips Sold 0 9 / I ) 1 / 0 9lpart)346. -Cummins Inc Bu y 05/06/09347 . -CuJnmins lnc Sold 09/01 /09(part)348. -CVS:Caremark Corp Sold 09/01 /09( p a r t )3 4 9 . -Da rden Res t au ran~ l nc Sold 05/27 /093 5 0 . -Danaher Corp So ld 0 9 , , 0 1 / 0 9(part)351 . -Directv Grou p Inc

    3 5 2 . -DuPont El De Nemours Bu y 04/17 /093 5 3 . -DuPont El De Ne~nours So ld 09/01;09(part)354. -EMC Corp Mass B uy 07/21/09

    3 5 5 . -EMC Corp Mass Bu y 0 8 / 0 3 1 0 93 5 6 . -EMC Corp Mass So ld 09/01/09

    ( p a r t )357. -Emerson Elecl r ic Co So ld 0 3 / 1 9 / 0 9 i

    I I nc ome GamCode s A-$1 ,00Oorlesn B=SI,(~)I "$2.5I1 0 ( =$2 ,501 - $5 ,000 D=$5.001 -$15 , 0M~ E = S I S , 0 0 I - $ 5 0 . 0 0 0

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    FINAN CIAL DISCLOSURE REPORT s . ,~ . o f v e , ~ o ~ a . ~ . i n :Page 25 of 172 S t a n d i s h , W i ll ia m L. } 0 7 ! I Z ~ 0 1 0

    VII . INVESTMEN TS and TRUSTS - i ....... t~, . ..... ~io~ a~,~o ,~ o 1 ~ . .. . ~N O N E (No reportable income, assets, or transactions.)

    D e s c r i p t i o n o f A s s c l s l n c o m d u r i n g G ro s s v a l u e a t ~ n d [ Transact ions dur ing rc~ing ~r iod( i n c l ud i n g ~ s t ~ s ) , r~ing ~od o f ~ e p o ~ i n g~ ( 2 ) 3 ) ~ ( 4 ) ~ (5)1 ) ( 2 ) ( 0 ( 2 ) (UP l a c e " ( X J " a h ~ e a c h a s s e t A m o u n l T y p e ( e . g ., Value Value T)~ (e.g. , D a l e ~ V a l u e G a i n l d e n t i t y o fe x e m p t f ro m p r i o r d i~ l ~ s ~ ~ C o d e I d l v . , r e n t , C~c 2 M eth o d b u y , ~1 1 , [~m/d~i~( A - } I ) o r i n t . ) ( J - P ) C ode 3 i r c dc mp f on ) [ (I-P) (A-H) (ifpti~ale

    ..................3 ~ 8 . -Ensco lnt ] lnc So ld 0 13 5 9 . -Estee Lauder Cos CI A So ld 0 3 / 0 9 / I ) 9

    3 6 0 . -Exelon Cow So ld ( ] , 4 , ; 1 7 ! 0 9( p a n )

    3 6 1 . -Exelon Carp So ld ~ /01 , ; 09( ( P ~ )362 . -Exxon M obi l Co w So ld 0 9 t 0 1 / 0 9( p a r t )363 . -Fedex Carp So ld 09/01/09( p a r t )3 0 , . 1 . -Fifth "llaird Carp So ld 0 1 / 2 9 / ~3 6 5 . -Fi rs t Horizon Nat l Carp So ld 09/01/09(partl3 6 6 . -Franklin Res lnc B uy 0 1 / 2 6 y 0 9

    3 6 7 . -Franklin Res Inc So ld ( ~ 9 , : 0 1 / 0 9(part) 368 . -GAPlnc Sold 01/26/09(part)369 . -GAP h:c So ld 02/09;09370 . -General Elect r ic Co So ld 0 9 1 0 1 / 0 9( p a r t )

    3 7 1 . -Gilead Sciences lnc So ld 0 9 / 0 1 1 0 93 7 2 . -Gilead Sciences lnc Bu y 01/26;09

    3 7 3 . -Gilead Sciences Inc So ld 1 7 , 0 7 / 0 93 7 4 . -Go ldman Sachs Group l nc So ld 03/13 /09

    Columns ( 1 and D31 N = S 2 5 0 . ( w ) l - $ ~ ) 0 . .e ~ O 0 O =$50() .~11 - $ I .~q(I .000 P l = $ 1 , ( ] O O J h ] 1 - $ 5 ~ g } . ( g ) ,D P2 =$5 . ~ ) ,~ 1 - $2 ; 000 00(~

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    FINANCIAL DISCLOSURE REPORTPage 26 of 172 S t a n d i s h . W i ll ia m L . 0 7 1 1 2 / 2 0 1 0

    VII. INVESTM ENTS an d TRU STS - ~ ........NONE (No t-eportable income, ossets, or transactions..)

    A . ~ B . I C. D .O e s c f p t i o n o f A s s e t s I n c o m e d u r i n g I G r o s s v a l u e a ~ e n d Tran~c t ions c lu ing re~ ing ~od(including ~sl assets) r c~ i n g p e r i ~ of reposing peri~ 11 ) : ~]P l a c e " ~ X ) " a f te r e ~ h a s s e t A mo u n t T ~ ( c g .. ~ Value V a t u c T~ (e .g. , ~ D a ~ Value G a i n I d e n t i ~ o fe x e m p t ~ o m p r i o r ~ s c ! o ~ r e ~ C~e I ~ d ~ v . . r e n L ] C~2 M e t h o d b u y , ~ 1 1 . ~mmld~~~ C~e 2 C ~ c I buysseller(A-H)~ o r i n t . ) ( J - P ) C o d e 3 r ~ e m p t i o n ) :: ( J - P ) ( A - H ) ( i f p r i v a l ( Q - W ) ] : t r a n s a c t i o n )

    3 7 5 . - G~ g l e I n Bu y 06/10 /093 7 6 . -Googl Inc Buy 08 /26/093 7 7 . -Google Inc So ld 09/01/09

    ( p a r t }3 7 8 . - I la l liburton C o379 . - l ta l liburton C o Bu y 01/02 /09380 . -Hallibur ton Co So ld 09/01/09( p a r t )3 8 1 . -Hess Corp3 8 2 . - t less Corp Bu y 0 1 1 2 6 / 0 9383 . -Hess Corp Bu y 03/30/093 8 4 . -Hess Corp So ld 1 0 9 / 0 1 / 0 9( p a r t )3 8 5 . -Hewlet t Packard Co B uy 0 8 / 2 6 . / 0 93 8 6 . -Hewlet t Packard Co So ld 09/01/09(part)3 8 7 . - i l e w l e t t P a c k a r d C o Bu y 0 9 : 1 0 / 0 93 8 8 . -Home Depot Inc So ld 0 9 / 0 1 / 0 9(part)3 8 9 . -Home Depot Inc Bu y 09 /16 /093 9 0 . -Honeyw ell Inl l Inc So ld 09/01/09( p a r t )3 9t. -H osp ir a ln c So ld 09/01/09(par0

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    FINANCIAL DISCLOSURE REPORT s , ,~ of P~r~on l~eporfingPage 27 of 172 Standis h, William L. 07/1~2010

    N O N E (N o reportable income, assets, or transactions.)

    of Asse~s tn~m d~ng Gro~ value at e n d [ Tran~ctio~ during re~mg ~r~escript ion[including ~ assets) r e p o s i n g p e r i od . _ . ~ of reporting pc~

    O) ] ~2) (0 ~ (2) it) (2) (3) ] (4) (5 )Pl ace (X)" a f t e r c~h a s~ - t A m o u n l T~ (e.g.. V a lu e ~ V a lu e [ T~e (e.g., Date V a ~u c~ [ Ga i n Iden t i ty o ff rom pri o~ di sc losure I C~ I d iv .,r ~ m t, C ode 2 [ Me~ [ buy . ~11 , mm.dO~ Code 2: (A -H) o r in t.J {J-P) C~ 3 [ redcmpfi~) l~ O-P) ] (A-H) 0fpnvatc( Q - W ) ~ [ Ir ~ sa c t io n )

    392 . - IBM So ld 08 /26/09(pa~)

    393 . - IBM Sold 0 9 / 0 1 i ~(pan)394. - In tl395. - ln te l Con? B u y 0 3 1 1 3 , / 0 9396 . - In te l Corp Sold 06/10/09397. -Johnson&Johnson Sold 01.126/09

    398 . - Jun iper Networks l nc

    3~9 . - Jun iper Neworks I nc Bu y 0 2 1 2 6 / 0 94 0 0 . -Juniper Neworks Inc S o ld 0 6 /0 2 /0 9(p a r t )4 0 1 . -Jtmiper Neworks lnc Su~ d 09 / 01 / 0 9

    (p a r t )4 0 2 . -JP Morgan Chase & Co

    403. -JP Morga n Chase & Co Bu y 0 2 / 1 1 1 0 9404. -JP Morga n Chase & Co Bu y 0 3 , 0 6 . , 0 9405. -JP Morga n Chase & Co So ld 0 9 / 0 1 . 0 9(part)406. -Kb r Inc So ld 0 9 / 0 1 1 0 9(part)407 . -Keycorp New So ld 05/27/094 0 8 . -Laboratory Con? Amer Hldgs So ld 1 D / 0 9 1 0 9

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    FINANCIAL DISCL OSURE RE PORT [ ~ .... f ~ . . . . .. , . ~ o n i . gP a g e 2 8 o f 172 Standish , W i ll ia m L . 0 7 i l 2 / 2 0 1 0V I 1 . I N V E S T ~ N T S a n d T R U S T S - i .... , , ~ a l ut , t . . .. . . t i o n s [ I n c l u d e s t h o s e o f s p . . . .. . d d e p e n d e n t c h i l d r e n ; s e e p p . 3 4 - 6 0 o f f i l i n g i n s t r u c ~ o n s . )

    NONE (No reportable itrcome, assets, or transactiog~.)A . B . C. D .De~ipt ion of As~ts : I n c o m e d u r i n g G r o s s v a l u e a l e n d Tran~ct ions dunng rc~amg{incl~ing trust assctsl : ~ng~tiod ~ of rc~ ing pe r iod

    P~e~Xl"afit~ch~t ~,~t[ T~(e.g.. ~ Value Value T~(eg., Date Value Gume x c m p l f r o m prior disclosure Code I [ d i ~ . . ~ m k ~ C o d e 2 i Mcth~ b u y , s e l l , mm.~d~yy Code 2 Code I b u y e r ~ c l t e r. (A-H~ [ o r i n t 3 [ ~J-~ [ Coae3 r e d c m p t i o n ~ ~0-~}]IA-H) ( i f p n ~ a t e[ I ( Q -W ) i_ . ~_ _ t r ansacn~)4~. -Lofill~d lnc B uy 01/26/09

    410 . -Lor i l l a rd Inc So ld 0 9 / 0 1 / 0 9(pan)41 1 -Lori llard Inc SOhl 1 0 , / 0 9 / 0 94 ! 2 . -Limited Brand.,; lnc B uy 1 0 ! 0 8 / 0 9413. -McAfec Sold 08/03 /09414. -McDona ld s Corp So ld 0 3 / 2 0 , / 0 9 I(part)415. -McDona ld s Corp So ld 05/12/09

    ~ 4 1 6 . - McKes so n C oW B uy 0 2 / 0 9 , 0 9417 . -McKesson Corp Sold 09/01/09(part)418. -McKesson Corp B uy I 0 / 1 3 / 0 9419. -Medtronic lnc So ld 09/01/09(part)420 . -Merck & Co lnc421. -Merck & Co lnc Bu y 03/18/09422. -Merck & Co lnc Sold 09/01/09(part)423. -Merck & Co Inc (Merged w Sche r i ng 1 / I 5 / 0 9Plough)424 . -Micro so f t Co rp So ld 09/01/09(part)425 . -Mol son Coo rs B rew ing Co CI B So ld 03 / 18 / 09

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    FINANCIAL DISCL OSURE RE PORT N .... f P .... Reporting [ Date of ReportIage 29 of 1 7 2 S i n , d is h , W i ll ia m L . I . ) 7 / 1 2 / 2 0 1 0V I I . I N V E S T M E N T S a n d T R U S T S - i~ ....... i.e, t ...... lions (Includes those of sp ..... nd dependent children: see pp. 34-60 of fillng instruaions.)

    NONE ~o reportable income, assets, or ~ansactions.)A. B. C. D

    Descrip t i on of Asse t s I n co me d u n n g Gross value a t end Tr~ct~ons dunng re.fling ~ri~(including trust ~) repor t i ng pe r i od of rc~ing peri~

    (~) (2~ ~ (2) O) (2 ) [~-" ~) ~ 5 )Pl~e "iX)~~ e~h as~ Amo u n t T~e le.g.. V a lu e [ Value T~(e.g., Date Va ue i Gain Idenl i W ofexem~ l~om poor d~losu~ C~e 1 div., r~k Code 2 [ Meth~ buy, sell. m~d~yy C o d e 2 [ C o d e I buyert se l lc r{A-HI o r r o t ) {J-P) [ c~ 3 redempt ion ) 1 3 -P~ / ~A-H ~ ( i f pnva t[ (Q-~) ] t r ~ s a c t i o n !

    4 26 . -Morgan Slanl~ B u y 05/IZt00

    427. -Morgan S t an ley Sold 09 /01 /09(pan)428. -Mos i ac Co Sold 04/17!09429 . -Nat ional Oilwell Varco Inc Bu y 01/05/094 3 0 . -National Oilwell Varco lnc So l d 04 / 2 8 / 0 9

    431 . -News Corp Inc Sold 0 9 / 0 1( p a r t ~432 . -Noki a Corp Spon Ad r So ld 0 7 / 2 1433. -Nor t b lk Sou the rn Corp B u y 1 1 / 0 6 ! 0 9434. -Northern Tr Corp Bu y : 0 1 1 2 6 / 0 9435. -Nonhero Tr Corp B uy 0 2 / 0 9 , 0 9436. -Northern Tr Corp Sold 05/27/09437 . -Novan i s Ag Spon Ad r So ld 04/29 /09438. -Occidental Petro C0rp Bu y 0 4 / 2 8 , 0 94 3 9 , -Occidemal Petro Corp S o ld 0 9 /0 1 /0 9( p a n )440. -Omnicom G roup lnc B u y 01/02/0944 I. -Omnicom G roup In Sold 0 9 / 0 1 ! 0 9~ p a a )442~ -Oracle Corp S o ld 0 9 /0 1 !0 9

    (part)

    ( .~ee Co lu rnns 131 ~nd D4~ F ~ $ 5 0 . 0 0 1 - S I ~ L ~ 0 0 G =$ 1~ ,0 01 - $ 1,0 ~X.h ~ H I "5 1.0 0~ ,0 0t - $ 5 ,0 ~ .0 ~0 t l2 =More {han

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    FINANCIAL DISCLOSURE REPORT N,me of P ....Report ing D~t of ReportPage 30 of 172 S t a u d i s h , W i ll ia m L . 0 7 / 1 2 { 2 0 1 0

    V I I . I N V E S T M E N T S a n d T R U S T S - i ......... t . ~ , t .......o n s ( Inc l udes those o)sp . . . . . nd dependent ch i ldren; seepp . 34-60 of ] i l lng i n . t t ruc t i ons. )~] N O N E income, assets, or transactions.)N o reportable

    Descr |p t i on of Asse t s Income du r ing G ros s v a l u e a t e nd Transac t i ons dur i ng report i ng r . , c n o d( including Irt lst assets) r tvor t i ng pe r i od o f r e p o r l mg p ~ i od

    t A m o u n t Value Value Type [e .g . , Dale V a lu e Gain Iden t i ty o fPlace "( X)" a f ter each as sc! Co d e I ~ / y p e ( , e . g .,ex emp t f r o m p r i o r d i s c l o s u re di~., rent, Code 2 i M ethod buy, sell, mmldd /yy C o d e 2 [ C o d e I b u y L r . . s c l k x(A-H) : or i n t . ) (JP) l C o de 3 redem ptio n ! (J-P)[ (A-|l) ( i fpr i , ,a te] (Q-W) i t ransac t i on)

    4 4 3 . -Parker Hannifin Corp S o ld 0 9 :0 1 /0 9[ p a r t )444 . -Peps i co Inc So l d 0 9 / 0 1 / 0 9

    445 . -Pfizer lnc

    446. -Pfizer lnc Bu y 0 7 / 1 0 , 0 94 4 7 . -Pfizer Inc S o ld 0 9 /0 1 1 0 9

    4 4 g . -Ph i l l il p Mo r r i s So ld 09 / 01 / 0 9(part)

    4 4 9 . -PNC Financial Svs Group So l d 02~ 0g / 09

    4 5 0 . -Praxir lnc S o ld 0 3 /1 3 /0 9(p a r t )4 5 1 . -Praxir lnc S o ld 0 9 /0 1 /0 9( p a n )452. -Procter & Gamble Co So ld 09 / 01 i 0 9

    I Pa n ) -153. -Qualcomm In(: S o ld 0 8 /2 6 /0 9

    (pan)454. -Qualcomm lnc So l d 09/01/09

    455. -Ra)~theon Co So l d 0 9~ 0 1 / 0 9{ p a n )456. -Ross Stores S o ld 0 6 /3 0 /0 9( p a r t )457 . - Ros s S t or es Sold 0 7 1 0 ~ 1 0 9458. -Schering Plough Corp So ld 09 /01 /09

    (pan)459 . -Schering Plough Corp (Merged into Merck Merged 11105/09& Co) ( w i t h l i n e 4 2 3 )

    I h ) com~ G a)n Code s A =$1 , 000 o r l e ss B :$l.0~l - $2.500 C =$2 ,501 - $5 .000 D ~$S.~l - $15.~} E :$15.001 - $5t) ,L~dO

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    Iam e of Person Rep~ting Date of ReportF I N A N C I A L DISCLOSURE REPORTI S t a nd i s h , W i l l ia m L .

    Page 31 of 172 0 7 / 1 2 / : 0 ~ oV I i. IN V E S T M E N T S a n d T R U S T S - i~c,,,,, v o l u , . , . . . . .. ~ i o , ~ (Includes those of spou ..... d de~n~nt children; seepp. 34-60 of f!ling ins,uctiong)

    NONE (No reportable income, assets, or transactions.)A B ~ C . D .D c ~ r i p t i o n o f A s s e t s I n c o m e d ~ i n g [ G r o s s ~ a l u el im it in g t r o t ~ t s ) ~ m n g p ~ io d o f re~ ing period

    [ [ Code 2 ....P l a c e " ( X ) " a f t e r ~ h a s s e t : A m o u n t I " [ ) p c Itg., Value ~ Value T~ (e .g. , ~ ~ Value Gain I d e n t i ty o fe x e m p t f r o m p r i o r d i ~ l o s u rc [ C~e 1 ~ d i v . , r e n L C ~ e 2 " Met~ b u y , s e l l , i mm/d~~ Co ~ I b u y~ sell~: (A H } o r m t . ) O - P 1 Code3 r e d e m p t i o n } 1 , {J-P) [ : ( A - H ) lifp~vate( Q - W

    4~. -Schwab Char le s Co~ New Sold 0 9 / 0 1461. -Sempra Ene rgy Sold 09/01/09~ p ~ )462. - S ~ l e S Ue e t C o~ B uy 05 .27 /09:463. -State Street Corp S o l d 09/01/09(part)464. -State St reet Corp Sold 12/16/09465. -St Jude Medical Inc Sold 06/24/09(part)466. -S t Jude Medica l l nc S o l d 09/01/09(part)467. -St Jude Medical Inc Sold 1 0 / 1 3 / 0 9468. -Ta iwan Semiconduc t o r Mfg Co Bu y 03/06/09

    469. -Ta iwan Semiconduc t o r Mfg Co So ld 09/01/09(part)470. -Ta iwan Semiconduc t o r Mfg Co S o l d 11/16/09

    ! 4 7 1 . -Target Corp B u y 06/15/094 7 2 . -Target Corp So ld 0 9 / 0 1 1 0 9t p a a )4 7 3 . -Textron Inc Sold 00 !0U09( p a r t )474. -Textron Inc Bu y 0 9 1 0 8 / 0 9475. -ThermoFisher Scien t if ic lnc So ld 01/26/09

    ~ p ~ )476. -ThermoFisher Scient if ic lnc So ld 03,q0/09(part)

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    N a m e o f P e r s o n R e p o r ti n g I D a t e o f R e p o r tFINANCIAL DISCLOSURE REPORT[ Standish, William L.a g e 3 2 o f 1 7 2

    VII. INV ESTMENTS and TRUSTS - i.,, ...... t u , , tr . . . . . . . i o n s ( ] n c l u d e s t h o s e of s p . . . . . n d d e p e n d t n t c h i ld r e n ; s e e p p . 3 4 - 6 0 o g J i t i n g i n s t r u c t i o n ~ . )NONE (No reportable income, assets, or transactions.)

    .~.D e s c r i p tm n o f A s s e t s i I n c o m e d u r i n g G ro s s v a l u e at e n d Tran~ct ions dur ing ~c~t ing ~r iod~ l including t~M ~tS) [ r c~ a i n g ~ rm d of reposing pert~

    P l a c e a~ c h , s s e , A ...... t V a l u e Value T y p e D a t e Value Gain ofeg . I d ~ l i D "] ..... p, ,ore ptio, discl ...... C~cl I a . . . . . . . k C o ~ 2 M c , h ud b u y . ~ 1 1 . Imm/dd /yy ] Code 2 C~el buycr/~ller

    477 . -The~oFi sher Sc icn l i f i c I nc Sold 09/01/09{paa)478. -~em~oFi~her Scient i fic Inc Bu y 1 1 / 1 2 / 0 9479. -Time Warner Inc (spinoffTime Warner 04/02/09Cable)480 . -Time W arner Inc Sold 09/01/09~ p a r t ~481 . -Time Warner lnc {spinoffofAOL} 1 2 / I 1 / 0 9482 . -Time Warner Cable lnc Hecd fr Time Sp ino f f 04/02/09Warner spinoff) (from line 479)483 . -T ime Warner Cab l e I nc Sold 06/04/094 8 4 . -Tyco Inll Lid - W/I

    485. -Tyco lntl Ltd - W/I Bu y 03/19 /094 8 6 . -ryco ln t l Ltd- W/I S o l d 09 /01 /09( p a r t )4S7. -Uni lever PLC ADR Bu y t2 /17/09

    4 8 8 . -US Bancorp De l Sold 01/26/09489. -Va l e SA-Sp ADR (name chg f rCompanh ia 0 5 / 2 . 8 / 0 9Vale Do R io Doce)49 0 . - V a l e S A- S p ADR So ld 09/01/09{ p a r t )491 . -Veretex Pharmaceut icals Inc492. -Vcretcx Pharmaceut ica ls Inc B uy 03/I 1 /09493. -Veretex Pharmaceut ica ls lnc So ld 09/01/09( p a r t )

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    FINANCIAL DISCLOSURE REPORTPage 33 of 172 s t a , , a is h , W i ll ia m L . 0 7 / 1 2 / 2 0 1 0

    N O N E (No reportable income, assets, or ~ansactions.)

    " ~" I n c o m e d u r i n g G r o ~ v a l u c a t e n d D .D e s c r i p t i e n o f A s s e ~ s(including ~t ~sets) r ~ o~ i n g p e r~ o f re~ tng p~iod

    P l a c e ( X ) " a f t e r e a c h a s s c ~ Amount T~lc g. [ V a l u e Value T~e (e.g., Dale ; Value Gain ~ ldmti~ ofexempl~ompdordi~ lt~u~e ~o d l I d i~. ,~enk [ C o ~ 2 M c l h t~ huy,~lI . ~ m m i d ~ C o d e2 ~C o d e t b~cr/scllcr( A - H )~ ......

    )[

    ( J - P ) Code3 r ~ e m p t i o n )~

    ( J - P ) ( A - H I (ifpri . . . .( Q -W ) ~ r a n s a c t i o n )

    494. -V isa In c C I A Buy 0 1 i 3 0 1 0 9495. -Visa lnc CI A So ld 0 W 0 1 / 09 I( p a r t )496. -WaI-Mart Stores Inc So ld 05/12/09

    (part)497. -Wal-Mar t Stores Inc Sold 06/15/09498. -Wells Fargo & Co New Sold 0 1 1 2 6 , 1 0 9( p a r t )499. -Wel ls Fa rgo & Co So ld ! 0 9 / O 1 , 0 9(part)5 0 0 . -Whir lpool Corp Buy 09/02 /095 0 1 . -Wyeth Bu y 0 1 / 2 _ 6 / 0 95 0 2 . -Wyeth Sold O 7 / 1 0 / O 95 0 3 . -XTO Energy lnc Sold 09/01/09(part)5 0 4 . -Dreyfias Mid Cap Index Fd B o t 03/27/095 0 5 , -Dreyfus Mid Ca p Index Fd Sold 0 8 : 2 8 I ( 1 9( p a r t )5 0 6 . -Dreyfus!Newton Intern Equi ty-I B uy 08/31/095 0 7 . -Dreyfus Prem Strat Glbl S t-I B uy 08/31/09508, -Dreyfus Prem Strat Glbl St-I (name chg to 0 8 / 3 1 1 0 9St ra t eg ic G lb l )509 . -Drey fus PrG1 Rea l Es ta t e Fund Bu y 0 1 / 0 2 . 0 9510. -Dreyfus Pr GI Real Esta te Fund Sold 0 8 1 2 8 / 0 9

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    FINANCIAL DISCL OSURE RE PORTPage 34 of 172 Standish , W i l li a m L . 0 7 / 1 2 / 2 0 1 0

    VII. INVESTM ENTS and TRUS TS-~ . . .. . .. . .~ , 0 , . . . . .. .~..a~.d~,*o,.o/.p ... . . . ~ p , , ~ , ~ , e ~ i t ~ , , ~ ; , ~ o ~ o . $ 4 - 6 0 o f f i li n g i n s t r u c 6 o n ~ )~ NO NE (No reportable income, assets, or transactions.).............. ~ "- ~ B. C~" D .D~c~ption of As~Is [ I n c o m e d u r i n g G r o s s ~ a l u e{including tmsl a~s) re~mg ~iod of report ing p~M] (2~---~P l a c e " ( X ~ ~ afi~ each ~t [ A m o u n t ~ T y p e ( e .g . , Value Valug T ) ~ e ( e .g . , D a t e : ~ V a l u e G a i n Id~tity oft C~e I ] d i v . . r e n L C ~e 2 buvcr/s~[~e x e m p t f r o m p r i o r d i s c l o s u r e Meted buy. ~ll, mm/d~~ ~ C~c 2 C ~ c I .j (A-H) / o r m t . ) ( J - P ), ~ ( Q -W ) , t r , n s ~ t i o n }51 I . - lsha re s S&P GSCI Com m~ i ty- lnd Bu y 09/03 /09512. - Iv)" Mul t i-Stra tegy t ledge Fund Bu y 0 1 / 0 ~0 95 1 3 . -St rategic Global Stock Fund (rec fr IMeyfus 08/31/09

    Strat name chg)514. -BNY I lam ilton Glbt Real Estate5 1 5 . -BNY Mellon Emerging Mktx Fund CI M Bu y 0 8 / 3 1 , " 0 9516. -BNY Mellon Int l Fund CI M So ld 0 8 1 2 8 ; 0 9( p a r t )5 1 7 . BNY Mel lon M id Cap S t ock Fd CI M Bu y 0 3 1 3 0 ; 0 95 1 8 . -BNY M ult i-Stra tegy l ledge FD

    5 1 9 . -BNY Mellon Nai l Interm Mu ni Bd Fd CI IM B uy 09/01/095 2 0 . -BNY Mellon Nat l S,:T Muni Bon d Fd B uy 09;01/095 2 1 . -BNY Melton Opt im a t . /S St rategy Fd LLC5 2 2 . -BNY Mel lon Smal l Cap S t ock Fund C I M Bu y 03/30 /095 2 3 . -BNY Mel lon Smal l Cap S t ock Fund C I M So ld O8/28/09( p a r t )5 2 4 . -BNY Mel lon US Equi ty Core Sold 0 8 . i 2 8 / 0 9( p a r O525. Trust #4 (I/6 Income lnt) E Div & Int P2 T O G See Sec t ion Vl l l526 . -BNY Mel l on Na t l Mtmi MM Fund Mon Mkt Inv527. -AT&T lnc So ld 08/25/09( p a r t )

    a n d D ~ ) N : 7 5 0 . 0 0 1 - S S f i 0 . 0 0 0 O : S S & 3 . 0 0 I - S I , 0 t h q , o 0 0 P l = $ 1 . 0 O O , 0 O I - $ 5 , t ~ i ,0 0 0 P2 =$5.[100 ,001 . $ 2 5 , ( 1 0 0 , | ) 0 0

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    FINANCIAL DISCL OSURE RE PORTPage 3~ of 172 s t a ~ i ~ n , W i ll ia m L . 0 7 / 1 2 / 2 0 1 0

    VII. INVESTMENTS and TRUSTS - i,,.o . . . . .~ NONE i n c o m e , or transaction.)~o rtTortable assets,...... A. ......... ~ ..... ~. -~De~ription of AS~IS I I n c o m e d u r i n g G r o s s v a l u e a t e n d Tr~ct~vns dunng re in ing ~f iod(including l~st assets) ~ repoa~ng ~riod of reposing pertod

    : (D (2 ,P l a c e " t X ) " a f t e r e a c h a s ~ t A m o u nt T y p e ( e .g .. V a l u e

    IC~el I dry .. . . . ~ Code2 [ M e t h o d buy. ~ll. m~d ~yy C, .~)2, . . I Codel buyer, sell,x~ p t f r o m pfi~ d i s c l o s u r e ] ( A - H ~ [ o r i r a . ) ~ J - P ) C ~e 3 r e d e m p t i o n ) . (A-H) ( i f p r i v a t e

    528. -AT&T l n c So ld 0qi01/09529 . -Abbo t t Labo ra to r i es So ld 05/06/09

    53 0 . -A ccen tu re L id S o ld 09/01/09t pan)

    5 3 1 . -Adobe Sys tems l nc Sold 02/26/09532 . -Aetna I nc So ld 03/10/09(pan)53 3 . -A etn a In c So ld 0 6 1 1 8 1 0 9(part)534 . -Al l i a nce Da ta Sys Grp So ld 0 8 , 2 5 , 0 9( p a r t )

    [ 535 . -Al l ia nce Da ta Sys G rp So ld 09/01;09(part)536 . -Amerpr i se F i n l ~nc Buy 01 /26/09

    537 . -Amerp r i se F in l l nc So ld 09/01/09Ipart)538. -Amgen Inc B uy 04;29 /09539 . -Amgen lnc Sold 0 8 / 2 5 / 0 9( p a r t )540. -Amgen lnc Sold 09/01J09( pan /5 4 1 . -AOL Inc (recd fr Time Warn er spinof0 Sp ino f f 1 2 / 1 1 / 0 9(from line 749)5 4 2 . -Apache Corp So ld 09/01/09( p a r t )5 4 3 . -Apple Computer Inc So ld 04/29 /09544. -Apple lnc Bu y 1 1 ) 6 , ; 1 0 / 0 9

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    INme of Person R epor t ing Dale o f Repor tFINANCIAL DISCLOSURE REPORTI Standish , William 1~

    0 7 ! 1 2 1 2 0 1 0Page 36 of 172VII. INVESTM ENTS and TRUSTS - i ......... e , , . . . . . . a o . , , i l n c l u d 8 , h o s e o/sp ...... ddependen, c h i l d r e n ; s e e p p . 34-~Ooff!l~ instruc tlon~)

    N O N E (N o reportable income, assets, or transactions.)

    D ~r i p t i o n 0 f A s~ t s ~ Income du r ing r Gross valuc a t end Tran s ac t i o n s du r i n g r e i n i n g( lnch~dmg [m~t ~scls ) r~ingp~ud Of r e p o s i n g p c r i ~(I, ---~ " ..... I (I) ,2) (I) [ (2, , (3) ~(4) , (S)Place"tX)afl ..... a s ~ t A .... T)~c{e.g.. I V a lu e ] Value T~e(e.g., /Dat Value Gain ] Iden t i ty o fe xe mp t f r om p r i o r &sciosute C~ I div., rent. ] C~c 2 Method buy, sell ]m~d*~ , Code 2 Code I~ b uye f f ~ ! l e r(A-HI or Int .) (J-P) [ C~ 3 redempt ion ) [ ] (1 Pl A-Ill (ffpnvate

    ~4i. - A p p l ~ I n c So l d

    346 . -App le I nc Bu y ~/10/09

    5 4 7 . -Au to l iv Inc B u y 0 6 /0 3 /0 9

    548 . - A u t o l i v I n c S o l d 0 9 / 0 1 / 0 91(part)

    549 . -Bank of America Corp S o ld 0 1 /2 6 /0 9(pan)5 5 0 . -Bank of America Corp Sold 02/11/0955 I . -Bank of America Corp B u y 0 5 /1 2 /0 9

    552 . -Bank of America Corp B u y 06 / 1 8 / 0 9

    5 5 3 . -Bank of America Corp So ld 08/25/09( p a r t )5 5 4 . -Bank of America Corp Sold 09/01/09( p a r t )5 5 5 . -Bes t Buy lnc B uy 03/20/095 5 6 . -Best Buy lnc So ld 0,~25/09( p a r O5 5 7 . -Bes t Buy lnc So ld 0 0 1 1 6 / 0 9558 . -Blackrock Inc B u y 0 4 / 2 9 , 0 9

    559 . -Blackrock lnc S o ld 0 8 /2 5 /0 9( p a r t )56 0 . Black rock Inc So l d 0 9 / 0 1 / 0 9 (p a r t )561 . -Broadcom Corp CI A B u y 01126 / 09

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    Ia m o f P e r s o n R e p o r t in g D a t e o f R e p o r tP a g e F IN A N C I A L 3 7 o f 1 72 D I S C L O S U R E R E P O R T [ Standish, William L. 0 7 / 1 2 / 2 0 1 0 .VII. INVESTMENTS an d TRUSTS-J, ....... i = o . , .. . . . , i o .~ t . c J = , , , , , o ~ e o / ~ p ..... . ~ d , p e . ~ , . , ~ i u . . . . . . . ~ 34-60 of f i l i ng ins t r uc t ions . )~ N O N E ( N o reportable income. ~sets, or transaction.)........ ~- - ~ c . ~ D .D e ~ r i p U o n o f A ~ c t ~ [ I n c o m e d u r i n g G ro ~ s v a l u e a t e n d ~ r r ~c~ i o ~ s d u n n g r c~ i n g ~n o d( i n c l u d i n g t = u s t ~ s s c t s ) ~ r e p o r t i n g p e r i o d o f r e p o s i n g p e r i o d

    PI~ "(X)" after each ~ct A m o u n t T~ (e .g . . Value V a l u ~C o d e I0=PC~)2 C~ I

    b u y c r : s c l l c rc~pt flora pr ior ~isdosur div ., r ~ t . C~c 2 M e t h o d b u y . s c H . m m : ~y y~ ( A - H ) ~ int.) ( J - P )

    5 6 2 . -Broadcom Co~ CI A S O k t 08/25/09(pa~)5 6 3 . -B ro adco m Co o C I A So ld 09/01/09(pa~)5~. -Broadcom Co& CI A So ld 1 1 / 0 6 / 0 95 6 5 . -Chubb Co rp So ld 0 1 / 2 6 / O 9( p a r t )5 f i . ~ . -Uhubb Corp So ld 08;25/09( p a r t )567. -Chubh Corp So ld 0 9 / 0 1 / I . ) 9(part)5 6 8 . -C igna Corp B uy 0 6 / 2 5 . 0 9

    5 6 9 . -C igna Corp So ld 0~/25/09(part)570. ~C igna C orp Sold 09,01!09( p a r t )5 7 1 . -Ctsco Sys lnc So ld 0 Z . 2 6 , 0 9(part)

    ! 5 7 2 . -Cisco Sys Inc So ld 08/25/09( p a r t )!573 . -Cisco Sys lnc So ld !09 /01/09(part)

    5 7 4 . -Coca Cola Co So ld 08/25/09(pan)i 7 5 . -Coca Cola Co So ld )9/01/09(part)5 7 6 . -Coach Inc So ld 01 /26 / 0q

    5 7 7 . -Colgate Pahnolive Inc So ld 08 ;25/09{ p a r t )5 7 8 . -Colgate Palmolive In Sold 09/01/09

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    FINANCIAL DISCLOSURE REPORT[ Standish , William L.a g e 3 8 o f 1 7 2 0 7 / 1 2 / 2 0 1 o

    VII. INVESTM ENTS and TRUSTS -N O N E (No reportable income, assets, or transactions.)

    A . B . C. D .D e s c r i p t io n o f A s ~ t s{ i ~ l u d i n g t r u s t a s s c ~ s ~ ~ep o ~ i n g ~ i ~ [ of r e~ i ng pe r i od

    C~e 1e x e m p l f r o m p r i o r d i sc l o s u re ( A - H ) d i v . , r e n t . C o d e 2o r i n t . ) [ (J-P) ~ Code3 r~emption) ] (J.P} : (A-H~ [ i fpf~ate[ ~ Q - W ) : J t r a n s a c t i o n )

    5 7 9 . -Companh i a VMe Do Rio D~e Inane chgVale SA-Sp ADR)580 . -Concoph i l l ip s So ld 0 3 / 2 0 1 0 9( p a a )58 I . -Concophil l ips Sold 09/0582 . - C unun i n s l n c Bu y 05/06/09583 . - C ummin s l n c So ld 0 9 / 0 l . r 0 9( p a r t )584 . -CVS/Caremark Corp Sold Og/25/09(part)585 . -CVS!Ca rema tk Co rp Sold 09/01/09(part)

    5 8 6 . -Danaher Co~p Sold 09/01!09(pan)587 . -Darden Restaurants Inc So ld 05/27/095 8 8 . -Du Pont El De Numout s B uy O4/17/095 8 9 . -Du Pont El De Numour s So ld 08/25/09(part)590 . -Du Pont El De Numoms Sold 09 01 / 09(part)591 . -EMC Corp Mass Bu y 07/22a095 9 2 . -EMC Corp Mass Bu y 08/04/095 9 3 . -EMC Corp Mass Sold ! 0 9 , 0 1 / 0 9(part)594. -Emerson E1 Co Sold 01 /02 /09( p a r t )595 . -Emerson EICo So ld 03/19 /09

    (Sec ( . o h m l m ; C I a t ~ d D ? I ) N - $ 2 5 0 . 0 ~ 1 1 - ~ 5 0 0 . [ ) 00 i) :$5( ,~ I - $1,000.0 {)0 P I = ~ l . O ( ~ ) , O 0 t - S 5 , 0 ( ~ ) . 0 O O P 2 = S S , i ~ " ~ O . ( I O I - ~ 2 5 , L 1 ( 1 ~ . ~ ) 0

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    Page 39 of 172 S t , ,d i s h . W i ~ i ~ m L . 0 7 / 1 2 / 2 0 ~ 0VII. INVESTMENTS a nd TRUSTS - i,,,. ...... t , , . tr . . . . . . i o n s n c l u d e s t h o s e of sp . . . . . n d dependent ch i ldren; se t p t x 3 4 - 6 0 o f f i t l n g i ns t ,uc t ions . ID NONE income, assets, or transactiort~.)N o reportable

    - " .4. B . -~ . -I ..........D e s c r i p t i o n o f A s s e t s I n c o m e d u r i n g G r o s s v a l u e a t c o d T r a n s a c t i o n * d u r i n g r c p ~ r tm g p e r i o d

    l i n c l u d i n g t r u s t a . s s c t s ! r e p o r t i n g p e r i o d i o f r e p o r t i n g p e r i o d(I ) (2 ) i Ill - [ {2"~ (If I (2) (3) (4)P l a c e " i X ) " a f t e r e a c h a s s e t ~ : A m o u n t T y p e ( c g ., [ V a l u e V a l u e l ) . p l e g . . i Dale Valuc Ga in I d e n t i t y . o fe x e m p t f r o m p r i o r d i s c l o s u r e " ( . ; o d e I d i v . . r e n t . C o d e 2 M e t h o d : b w ~ . s e l l . ! m m / d d . . y y Code 2 i Code I b u y e r A l I e r! ( A - I t ) o r i n t . I [ ( J - P ) ( . o d e 3 r e d e m p t i o n ) ! (J-P) | I,A-II) ( i f p r i v a t e( Q -W ) [ J t r a n s a c t i o n )

    5 9 6 . -Ensco lnt l lnc So ld 01/05 /09597 . -Estee Lauder C~s CI A Sold 03/06/09598. -Exelon Coco So ld 04/17/09

    ( p a r t )5 9 0 . -Exelon Co rp Sold 0 8 1 2 5 i 0 9(part)600 . -Exelon Co rp So ld 09/01i09(part)601 . -Exxon Mobi l Coo Sold 08/25/09(parl)602 . -Fedex Corp So ld 0 9 1 0 1 1 0 9(part)603. -Fifth Third Ban corp Sold 0 1 / 2 9 ~ 0 9604 . -Fi rs t Horizon Nat l Corp Sold 0 8 / 2 5 1 0 9( p a r t }6 0 5 . -Fi rs t llor izon N at l CocO Sold 09/01i09( p a r t )606. -Franklin Res lnc Bu y 01i26t09607 . -Frankl in Reslnc Sold 0 9 1 0 1 ! 0 9I p a r t )608. -Gap [nc Sold 0 1 1 2 6 1 0 9( p a c t )

    : 6 0 9 . -Gap [no Sold 0 2 / 0 9 / 1 ) 9610 . -General Elect r ic Co So ld 0 8 , t 2 5 / 0 9(part)61 I . -Genera l Electr ic Co Sold 09 / 0U09(part)612 . -Gi le ad Sc iences Inc B uy 01/26/09

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    FINANCIAL DISCL OSURE RE PORT n a m e o ~ e . . . .. R , p o r ~ . g I D . , e o ~ R e p o .Page 40 o f 172 S t , , .d ~ s h , W i l li a m L. I 0 7 / 1 2 1 2 0 1 0

    VII. INVEST~NTS an d TRUSTS - i ....... ~ .......... io ,, ( I n c l u d e s t h o s e of .,p ... . . ~ a~enden , chi~r tn: see pp . 34-60 of f i l ing t . . . . . . t l o n s . )~ NONE income, assets, transactions.)~o reportable O F

    A B.~ 1- C . D .Decept ion of A~ts I n c o m e d u r i n g G ro s s v a l u e at e n a T ~c t i o n ~ d u r i n g r c~ i n g ~o o d(i~luding t~l ~ls) l e p o ~ m g p e r i o d of r e~ i ng pe r i odO ) " ~ 2 ) ~ t ) " -(2) (~) (2) ~3)

    P l a c e " ( X ) " a f t ~ ~ h a s ~ t : A m o u m T y p e ( e g . , V a [ u e V a l u e T ~ e ( e . g . , D a t :e x e m p t f r o m p r i o r d i s c l o s u r e C o d e I di~., r~l.o d e 2 M c t h ~ buy, sell,~ ; d ~ ; ) 7 ~ C o d e 2 ~ C o d e I buyer/seller( A - H ) or inl )(J P) C o d e 3 r e d e m p t i o n ) ( J - P ) ( A - H ) (if pn~ate

    ( Q - W ~ transac~ion)

    6 1 3 . - G i l ~ d S c i e n c e s I n c S o l d 0 9 / 0 1 / ~( p ~ )6 1 4 . - G i l e a d S c i e n c e s I n c S o l d 1 2 / 0 7 / ~

    615, -Go ldman Sachs Group I nc Sold 0 3 1 1 3 / 0 9616. -Goog l e l nc B uy 06/10/09

    617 . -Goog l e l nc B uy 0 : 8 / 2 5 / 0 9618 . -Google Inc Sold 09/01/09(part)

    6 1 9 . - l la l l ibunon Co So ld 08/25/09(part)620 . -Hallibur ton Co So ld 0 9 / 0 1 , ; 0 9( p a n )62 I.H e s s C o ~ p B u y 0 1 1 2 6 1 0 9

    6 2 2 . - l less Corp Sold 0 8 / 2 5 1 0 9( p a n )6 2 3 . -Hess Corp Sold 09i01/09( p a r t )624, -Hewlet t Packard Co B o t 08/25,096 2 5 . -Hewlet t Packard Co So ld 09/01/0~(pan)6 2 6 . -!tewlet t Packard Co Buy 09 /0 9 /09 i627 . -Home Depot Inc Sold 0 8 1 2 5 / 0 9( p a r t )628 . -Home Depo t l nc So ld 09/01/09(pan)629 . -Home Depot Inc Bu y !09 /16/09

    I . In co m e G a in Co d~ : A = $1 ,0 0 0 o t less B =$ | . 001 . $2500 C =$2 ,501 - $5 , 000 D -$5,0OI - $i5,~0 E =$15, 001 - $50 .000

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    FINANCIAL DISCLOSURE REPORT . ~ , ,. , o f P e , ~ o , , a . p o . , n o . [ D a t e o tPage 41 of 172 Standish, W i l l i a m L . 0 7 / 1 2 / 2 0 1 0VII. i N V E S T M E N T S a n d T R U S T S - ~.,~,, ~, , ....... ~ o ~ . , a . , .~ , ~ , ~ o . , . o ~ . . . . . . ~ ~ . ~ , . , ~ d , , . ; ,. ~. ~.~o o/~i .~ ~ . . . . . . .

    NONE ~o reportable income, assets, or transactions.)A. D ~ ........... D.

    Dc~r~p~ ion of A sse{s In co m e du ~ m g G ro ~ va{u e a t en d T i ~ s a c~ i o n s d u r i n g r c ~ n m g ~ r i o d( includ ing t~g t ~s~t s ) repor t i ng pe rkM o f r e p o s i n g p ~ i od ,(~ (2~ o) ~ ~ o ~ ~2~ (3) ~ --- ~ ....Place "(XI" afler each ~t A m o u n t Typ (e g . , V a lu e V a lu e ~ T~e (e.g. D a ~ Value Gain I de m i t y o f

    ex emp t f r o m p r i o r d i s c l o su r e Co d e I d iv. , r cn~ C~e 2 Method buy . ~11 . mm,~yy ~ C~c 2 [ Uode I buyeri se i lc r(A-II) or in t . ) (J-P) Code 3 redempt ion ! ~ (J-P) ~ IA H) ( f fpr~va lI (Q-W) ] i t ransac t i on)

    6 3 0 . -Hone~ell lntl Inc So l d

    6 3 1 . -Honeywell lotl Inc So l d 0 9 / 0 U 0 9(pa~)6 3 2 . -itosplra Inc B u y 0~ 72S / 09

    6 3 3 . -Hospira Inc So l d 09!0111Y)( p a r t )6 3 4 . -lluman Genome Sciences Inc B u y 12108 . ;09

    6 3 5 . -IBM B u y 01.,:02/09

    636. - I B M Sold 08/25/096 3 7 . -IBM S o ld 0 9 /0 1 /0 9 .

    (part)6 3 8 . -Intel Corp B u y 03/20/09

    6 3 9 . -Intel Corp S o ld 0 6 /1 0 /0 9

    6,10 . -Johnson & Johnson So l d O1~"~6 09

    6 41 . -JP Morgan Chase & Co B u y 02J l 1 / 0 9

    6 42 . -JP Morgan Chase & Co B u y 0 3 /0 6 /0 9

    6 43 -JP Morgan Chase & Co S o ld 0 8 /2 5 /0 9( p a r t ):: 644. -JP Morgan Chase & Co So ld 109 , ; 01/09I p a r t )

    6 45 . -Juniper Networks lnc

    6 46 . -Juniper Networks Inc B u y 0 2 / 2 6 . 0 9

    3 R

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    FINANCIAL DISCL OSU RE RE PORT ~ .... ir P .....aeportl,g I Date of ReportPage 42 of 172 Standish, William L.

    I07 t12 /2010

    NONE ~o reportable income, assets, or transaction.)Descrip t ion of As~c ls ~ Income dl l r i ~g . Gro s s ~a l u c a l ~d "[~n~c[io~s during rc~l~g ~riod

    Place "~Xy a f ter each~sset i A m o u m T~e I c .....[ V a lu e [: Value T~e (e.g. / Date Value I Gain . I de n t l ~ o fe xe mp t f r om p r i o r d~ i o s u r e C~e I div.. rcn~ [ Code 2 ~ Mcth~ b w , ~ 1 1 . ]mn~/yy~ (A -H ) or i n t . )! [ (JP I (Q - W , ~ C o d e 3 redemption).__~/ [ ,J-P)

    ~ ( A - H ) L _ ~ "(ffprNatein

    ~7. -Juniper Nc~orks Inc So l d 06110/~

    648. -Juniper Ne~o~s lac S o l d 0 9~ 0 1 / 0 9(paa)

    6 4 9 . -Kbr Inc So l d 0 ~ 2 5 / 0 9(paa)

    6 5 0 . -Kbr Inc S o ld 0 9 /0 1 /0 96 5 1 . -Keyco~ New So l d 05/27/~

    6 5 2 . -K~fl Foo~ lnc

    653. -Labor a t o ry . CorpAmer H ldgs So ld 01/26/09654. -Limited Brands Inc Bu y 10/18/096 55 . -Lorillard lnc B u y 01 / 26 / 0 9

    6 5 6 . -Lorillard Inc So ld 09 / 01 / 0 9(pan)6 5 7 . -Lorillard Inc So ld 10 , 0 9 / 0 96 5 8 . -McA fee S o ld 0 8 /0 4 /0 9659. -McDona ld s Corp So ld 03/20/09( p a r t )

    I 6 6 1 ) . -McDona ld s Corp So ld 05/12/09661 . -McKesson Corp B uy 02/09 /09662 . -McKesson Corp So ld 0 8 1 2 5 / 0 9~ p a r ~ )6 6 3 . -McKesson Corp So ld 09/01/09t p a r t )

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    FINANCIAL DISCL OSURE RE PORTPage 43 of 172 Standis h, William L. 0 7 . q 2 / 2 0 1 0

    VII. INVESTMENTS and TRUSTS - ~ .... ~ , va lue , t ......i ons (I nc lude s those of sp ..... nd depende nt ch i ldren; see pp . 34-60 o f f il i ng inseruct ions .)[ NONE (No r~Tortable income, assets, or ~ansactions.)~ scrip tio n o f A ~ se~ s In co m e d u n n g G ~ o ~s va lu e a t ~ d T r a n s a c t io n s d u r i n g t c ~ i n g ~ n o d [( includ ing t~s~ a~et s ) reporting ~ri~ ofr~ni~g pcfi~

    ~ :11 ~ ~21 (D ~ ~21 O) ~21 (3) (4) (5)Place"(XFa~ .....h .... ~u~t~ T~le.g, Value . Value Type(eg., Date Value Gain Id~ti~ofe xe mp ~ f r om p r i o~ d i s c lo s u re t~el : div . , r tmk ~ Code 2 ~ Method buy . ~ l l . m ~ d & ~ 3 . Co~ 2 : Code I b uy~ /~ l l e r(A-H) or i n t . ) : (J-P) : Code 3 redempt ion ) (I-P) (A-H) ( f f p r i ~ a t e ~~ (~W) ~ ~saction)

    6~. -McKesson Co~ B u y 1 0 / 1 3 / 0 9

    665. -Medlronic lnc So ld 08/25/09{ p a r t )6 6 6 . -Medtronic lnc Sold 09/01 /09

    ! p a r t )6 6 7 . -Merck & Co6 6 8 . -Merck & Co B u y 0 3 /1 8 /0 9

    6 6 9 . -Merck & Co So l d 0 9 / 0 1 / 0 9(p a r t )6 7 0 . -Merck & Co (name chg Merck & Co Inc.) I I , 05/09

    6 7 1 . -Merck & Co Inc (rec fr Merck name chg) 11 , 05 /09 :

    6 7 2 . -Merck & Co Inc (rec fr Schering Plough I 1 /05/09merger)6 7 3 . -Microsoft Corp So l d 0 8 , 2 5 , 0 9(paa)6 7 4 . -Microsoft Corp So ld 0 9 / 0 1 / 0 9

    (part)6 75 . -Molson Coors Brewing CI B S o ld 0 3 /1 8 /0 9

    6 7 6 . -Morgan Stanley Bu y 05/IZ09677 . -Morgan Stanley So ld 08/25/09( p a r t )6 7 8 . -Morgan S t an ley Sold 09/01/09(pan)6 7 9 . -Mosa i c Co

    t ~ 8 0 . -Nat ional Oilwell Varco Inc Bu y 01 /02 ;09

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    Name of Per~ton Repor t ing Date of ReportFINANCIAL DISCLOSURE REPORT[ Standish , William L.

    0 7 1 1 2 1 2 0 1 0Page 44 o f 172

    V ! I. INVE STM ENTS an d TRUSTS - i . . .. .. .. ~, ,, ....,~,,,, a.,,~.a,,,*o,, o/s, . . . . . . d o , e . ~ . . . ~ h , ~ . . . ; s . . ~ . ~ - ~ o om i .~~ NONE (No reportable income, assets, or transactions.)

    A. [ B. : C. DDescription of Assets ~ I n c o m e d u r i n g : Gros~ value at c.d Tr~s~lions during rc~ing ~riod(including ~st ~ts] ~ repo~mg period ~ of tcpo~z~g period

    Place "(X)" aRer each ~sct Amount Ty p e (c g . . V a lu e V a lu e Type (e,g, Da t e Gaina l u ~ I&~tity ofCodel di .... L Cvdc2 Method buy.~l. I tm~~yy ~C~2 ~Code I ] buyer / sc l ,e rpt from pfor di~lion)

    6~1. -National Oilwell Varco ]nc Sold 04/28/09

    682. -News Carp lnc S o l d 08/25i09( p a r t )683. -News Carp Inc S o l d 09;01/09( p a r t )684. - N o k i a C o r p S p o n ~ -~ R S o l d ~ 0 7 / 2 1 / 0 9

    6 8 5 . - N o r f o lk S o u t h e r n C o r p B u y 11/09/09

    686. - N o r t h e r n T r C o r p B u y 01/26/09687. - N o r t h e r n T r C o r p B u y 0 2 / 0 9 / 0 9688. - N o r t h e r n T r C o r p S o l d 05/27/09689. - N o v a r t i s A G S p o r t A D R S o l d 04/30/09690. - O c c i d e n t a l P e t r o C o r p B u y 04/28/096 9 1 . - O c c i d e n t a l P e t r o C o r p S o l d 09/01/09( p a r t )692. - O m n i co m C a r p S o l d 08/25/09

    (par t )693. 4)~nnicom C o r p Sold 09/01i09( p a n )694. -Oracle Corp S o l d 08/25/09( p a r t )695. -Oracle Corp S o l d 09/01/09( p a r t )6 9 6 . - P a r k e r H a n n i f in C a r p S o l d 08/25/09(pan)6 9 7 . - P a r k e r H a n n i f i n C o r p S o l d 09/01/09( p a r t )

    I I nc ome Ga in Code~ . A = $ 1 .000 o r less B ~$ I tO I - $ 2 ~00 C =$2 ,501 - $5 , 000 D =$ 5,00 t - $15.000 E = $15,001 - $ 50 ,01~

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    FINANCIAL DISCLOSURE REPORT ] N ....f P .....Report ing O l t e of Re~)r~Page 45 of 172I Standish, William !,. 0 7 / 1 2 / 2 0 1 0

    Vll . INVESTMENTS and TRUSTS - ;n,. ...... l.e, tr ..... t ions ( Inc l udes those o f spo . . . . M de pe n de nt c hi ldr e n; se e pp. 34-60 of f i l ing ins t r uc t ions . )

    [ N O N E (No reportable income, assets, or tramactions.)Income du~ng value at end~scription of Ass~ls rcpoflmg p~ Gross Y~nsactions during r~ingofrcpo~ing pcri~~ .... ~t~ .... ~

    Place{X)"aftcrcach~sct Amun t l %pc{os" I Value [ Value ~ T} ~c{ .g . , ] Date I Valu ~ Gain [ [de .ofCode I : div., r~k Code 2 ~ Mc~h~ buy,~ll, m~d~)~ ~ C~c- Code.... ptfrompfiordiscI .... ] (A-H)[ orinU [ (J-P) [ Code3 I rcdemplion) J! ii (J-P} ] tA-H) [

    698. -Pepsico Inc Sold 08 /25/09(pan)699 . -Pepsico Inc S o l d 0 9 / 0 1 / 0 9(pa~)7~ . -P fi z e r l nc701 . -Pfizer lnc B u y 07/13 /09702. -Pfizer lac Sold 08 /25/09

    (part)7 0 3 . -Pfizer lnc So l d 09 / 01 / 0 9( p a r 1 )704. -Phillip Morris So ld 08 /25/09(pan)705. -Phillip Morris Sold 09 /01/09( p a r t )706. -PNC Financial Svs Grp Sold [02/09 /09707 . -Praxair Inc So ld 0 3 / 1 3 . / 0 9{ p a r t )7 0 8 . -Praxair Inc Sold 09/01/09(part)709. -Procler & Ga mble Co Sold 08J25/09Cpaa)7 1 0 . -Procter & Ga mble Co Sold 1 0 9 / 0 I i O 9(parO

    7 1 1 . -Oualcomm Irm Sold 08/25/09(pan}712 . -Qualcom~n lnc Sold 09/01/097 1 3 . -Raytheon C orp Sold 09/01/09(part)7 1 4 . -Ross Stores Inc Sold 06/30/09(part)

    I I nc o l r a t Ga in Code s . A --$ |,0 0 0 o r less B :,$1 .0 0 1 - $2 .50 0 C = S2 .50 1 - S5 ,0 0 0 D = $5,00 1 - $1 5,0 00 E = $1 5.001 - $50 ,U 00

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    FINANCIAL DISCLOSURE REPORT N .... f Person R e p o ~ n g D,te of ReportPage 46 of 172 S * a . d i ~ h , W i ll ia m L . 0 7 / 1 2 / 2 0 1 0

    VII. INVESTMENTS an d T R U S T S - i,,. ...... t.,. t r a n s a c t i o n s [ I n c l u d e s t h o s e a f s p . . . . . . d dependent ,-him .......pp. 34-60 o f f i l i ng i nst ruedons. I[ NONE (iVo reportable income, assets, or transactions.)A. ] B. D.

    Descrip t i on of Asse t s ] l n co mc d u r i n g Gross value aI end I r~nsact ions dunng repo r t ing ~r iod ( includ ing t~x t ~set s ) r epo ~mg pe r i o d of r~o~ing pcri~ . ............

    Place ~ X)" a f ter ea ch asse t [A m o u m T)~ieg., Vatue V a lu e T~e le.g.. [ Da~ Value [ Gain ldemt~ of.... pt from prior discl ..... ! Co d e I di~ .....k C~c 2 Method [ ~ y , ~ 1 1 , [m~yT ] Code 2 ~ Code I buyevselter{A-It} or i n t . ) {J-P) C~e 3 redempt i on) ~ ~ (J-P) (A-H)

    ( i f p r , v a t e(Q-W) ~ : t r ~ s a c t i o n )

    ~715. -Ross Stores Inc Sold 0 7 / 0 1 / 0 9

    7 1 6 . -Schering Plough Carp S o ld 0 8 /2 5 /0 9(part)7 1 7 . -Schering Plough Carp S o ld 0 9 /0 1 /0 9( p a r t )7 1 8 . -Schering Plough Carp (merged into Merck) M e r g e d 11 /05/09(w th line 672)7 1 9 . -Schwab Charles Grp New So l d 0 8 / 2 5 / 0 91( p a r t )720. -Schwab Charles Orp New " ] Sold 09/01/09I

    (part)7 2 1 . -Sempra Energy So l d 0 8~2 5 / 0 9( p a r t )7 2 2 . -Scmpra Energy S o l d 09 / 01 / 0~( p a r t )7 2 3 , - S t a t e S t r e e t C a r p724. -State St reet Carp Bu y 05/27/09

    7 2 5 . -State Street Corp S o ld 0 8 /2 5 /0 9(paa)7 2 6 . -State Street Carp So l d 09 / 01

    (part)7 2 7 . -State Street Carp So l d 1 2 !1 6 / 0 9

    7 2 8 . -St Jude Medical Inc S o ld 0 6 /2 4!0 9(p a r t )7 2 9 . -St Jude Medical Inc S o ld 0 0 /0 1 /0 9(part)730 . -St Jude Medical lnc S o l d 1 0 / 1 3 / 0 9

    7 3 1 . -Taiwan Semiconductor Mfg Co B u y 0 3 / 0 6 , 0 9

    L ; ,ala Code,. t

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    Name of Person Report ing Date of ReportFINANCIAL D IS CL O SU R E R EP OR T[ Standish, William L.a g e 4 7 o f 1 7 2 0 7 : 1 2 / 2 0 1 0

    Vll. INVESTMENTS an d TRUSTS - ~. ......... , , . . . . .no., ~a~,~o.oN O N E income, assets, or transactions.)N o reportable..... ~ .... r ~ ~ c.

    Descrip t i o~ ~ f Asse t s I n co me d u n n g Gross value a~ end Transactions du~ng re~mng ~ri~( i n c lud i ng ~ s t ~s~s ) rc~aing ~riod of repos ing per iod~ (~) (2) ~) V ~ .........Place "(X)" aher e~h as~ ~Amounl T~e (e.g., V a lu e ~ Value T~ ~e.g.. Dale . Value Gain Id~tit) of[ C~e I ; dw., toni, C~ 2 Mcth~ buy . ~11 , m~d~)T ~ C~2 Code I buycr,~cllercxcmp~ f rom pr io r d i sclosu re I ~] (A -H) ~ or i n t . ) (J-P) Code 3 rcdem ptio n~ :!.Q-W~ : [ t~ansact ion l

    732. -Taiw~ Semiconductor Mfg Co S o l d 08 125 / 09

    733 . -Taiwan Semi~nductor M f g Co Sold 09/01/~(pa~)

    734. -Tmwan Semiconductor Mfg Co Sold 11/06/09

    7 3 5 . -Targe t Corp B uy 06/04/09

    7 3 6 . -Target Corp So l d 08/25/09t p a r t )

    7 . 1 7 . -Target Corp Sold 09/01/091(part)

    7 3 8 . -Texlron In So l d 08/2-5/09(pa r t )7 3 9 . -Textron Inc So l d 09 / 01 / 0 9

    (part)7 4 0 . -Textron ]he B u y 09 / 0 8 / 0 9

    7 4 1 . -ThermoFisher Scient i fic Inc So ld 01/26/09(pan)7 4 2 . -ThermoFisher Scient i fic Inc Sold 03II0/09(pan)743. -ThennoFisher Scient i fic lnc Sold 09:01/09(pan)7 4 - 4 . -ThermoFisher Scient i fic lnc Bu y 1 1 / 1 2 , 0 9745 . -Time Warner Inc B u y 0 1 /0 2 /0 9

    746 . -Time Warner Inc (spinoffofTime Warner ] 04/02 /09Cable lne)747. -Time Warner lnc So l d 1 0 8 / 2 5 / 0 9( p a r t )748. -Time Warner lnc So l d 09/01;09

    I l nomcGamCt~de s A : $ 1 , O 0 0 o r l e~ s B =$1,0OI - $2,5(K) C :~ 2 .50 1 - $5,(~ o 0 D f$5 ,0 O I-$1 5 ,0 0 0 E :$1 5.0 0 1

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    Page 48 of 172 s t ., .~ i ~ h . W i ll ia m L . 0 7 / 1 2 / 2 0 1 0

    VII. INVESTMENTS and TRUSTS -i ......... l ue , t ransac t ionxHncl udesthoseo fspo ..... d d e t ~ n d e n t c M l d r e n ; s e e p p . 3 4 - 6 0 o f f i l i n g i n . ~ t r u a i o n s . )N O N E (No reportable income, assets, or transactions.)

    a. B . c. [D e ~ r i p t l o n o f A s s e t s I n c o m e d u r i n g Gross value at ~d [ Tran~ t ions du r ing r~a ing ~odl in clu d in g ~ t a s~ s) rc~ m g per io d of re~mng period

    Pace "(X)" a~cr c~h asset Amount = T~(e g., Vaue Val~ T~ (c.g, Da~ ] Value GainCo~ I ] div, r~t. C o d e 2 Me~ buy, ~tl, m~t~yy ~ode 2 Code [e x e m p t f r o m p d o r d i s c lo s u r e : ~ f A - H ) ~ o r i n t .) I J - P ) C o d e 3 f e d e r a t io n ) I ] { J - P ) : I A - H } ( if p ~ v a t

    749. -Time Warner lnc (spinoffofAOL) IZq 1;09

    7 5 0 . -Time Warner Cab le Inc (rec fr Time 04/02/09Warner spinofO)751. -Time Warne r Cable lnc Sold ! 0 6 / 0 4 ; 0 97 5 2 . -TJX Cos

    7 5 3 . -Tyco Intl Ltd (merged into Tyco Intl W/l) 03 /17/09

    7 5 4 . -Tyco lntl Ltd W ll (rec fr Tyco [ntl Lid 03 /17/09merger)755. -Tyco lnt l Ltd WII Sold 08/25/09(part)756. -Tyco lnt | Ltd W/I Sold 09/01/09(part)7 5 7 . -Uni lever PLC ADV Bu y 12/16/09

    7 5 8 . -US Bancorp De l Sold 01/26/09

    7 5 9 . -Vale SA-Sp t r ee fr Compan h i a Vale name 05/28!09chg}7 ~0 . -Va l e SA -Sp Sold 0 8 1 2 5 / 0 9(part)76 1 . - V a l e S A- S p So ld 09/0( p a r ~ )7 6 2 . -Verelex Pharmaceuticals

    7 6 3 . -Veretex Pharmaceut icals Inc B u y 03 / I7 6 4 . -Veretex Pharmaceut icals [nc Bu y 08/25/097 6 5 . -Veretex Pharmaceut icals Inc So ld 09/01/09(part)

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    FINANCIAL DISCLOSURE REPORTPage 49 of 172

    [ S t a n d i s h , W i l l ia m I . .07/12/2010

    VII . INVESTMENTS an d TRUSTS - ~ ....... t ~ , , t ...... ",ions (include* those of sp ...... d d e p e n d e n t c h i l d re n : x e e p p . 3 4 - 6 0 o f fi l in g i n s : r u ~ i o n s . )

    [NONE (.5,0 reportable income, assets, or transactions.)A . B . i . . . . C . ! D .D c s ~ i p t l o n o f A s s e t s i I n c t ) m e d u r i n g G r o s s v a l u e a t e n d T r a n s a c t i o n s d u r i n g ~ c ~ . w t i n g p e r i o d[ i n c l u d i n g t r u s l a s s e t s ) j r e p o t a i n g l ~ X t o d o f r e p o r t i n g p e r i o d (11 I "ry~el.eg.. I Value Value Type(e.g.,

    P l a c e " { X ) " a f t e r e a c h a s s e ) t c m p t f r o m p r i o r d i s c lo s u r e d i v . , r e n t . t C o d e 2 M e t h o d b u y . s e l l . i Code 2 Code I b u y e r / s e l l e ro r i n t . ) i ( l - P ) C o d e 3 r e d e m p t i o n ) (J-P) ! (A-H) ( i f p r i , , a t et Q -W ) : [ t ~ a o s a l i o n )

    766 . -Vi sa I nc - CI A Bu y 01/26i09

    767 . -V is a l ne - CI A So ld 08/25/0q(part)7 6 8 . -Visa lnc - CI A So ld 0 9 1 0 1 / 0 9

    i (part)7 6 9 . -Wal-Mart Stores So ld 0 5 / 1 2 , 0 9( p a a )7 7 0 . -WaI-Mart Stores Sold 06/04/09

    771 . -Wet ls Fa rgo & Co New So ld 0 1 1 2 6 / 0 9( p a r t )7 7 2 . -Wel ls Fa rgo & Co New So ld 08/25 /09(part)773. -Wel ls Fa rgo & Co New Sold 09/01 /09(part)7 7 4 . -W hir lpoo l Co rp Buy 095)2,09

    7 7 5 . -Wyeth Bu y 01.~6/09

    7 7 6 . -Wyeth So ld 07:13 /09

    7 7 7 . -Xto Energy Inc So ld 0 g ~ 2 5 1 0 9(pard778. -Xto Energy Inc So ld 09 ,01/0q( p a r t )7 7 9 . -BNY Ham ilton Global Real Est-1

    7 8 0 . -BNY Ivy biul t i -Stra tegy Hedge Fd7 8 1 . -Dreyfus Basic S&P st