Helene N White Financial Disclosure Report For 2009

, ~:/-~- ,~0 10
L R~v I/2OlO
Report Required by the Ethi~m Gove
FENANCIAL DISCLOSURE REPORT

FOR CALENDAR YEAR 2009
I. Person Reporting (last ~amc. firsL middle mittal)

White, Helene N.
(5 u.s.c, app. lomu)
2. Court or Organization
3, Date of Report
6th Circuit
~ 4. Tfae (~cle IIIjudges indicate act)re or s~mor sm~s; magts)ra~ judges indicate ~ll- or
9/13/2010
6. Reporting Period
5a. Repo~ Ty~ (cheek appr~nale ~)

Date
~ Nomination,
~ Imual
7. Chamberx or Of U~e Address
8. On the basis of the information contained m i~is Report and any

modifications pertaining thereto, i is, ~ my opinion, in compliamee
~th applicable laws and r~ulations.
211 W. Ford Street, Sate [ 610

Deuo~t, MI 48226
~ ~nual
01/01 ~009
to
12/3112009
C,rcmt~udge
~ Final
Dale
Refiewiag OWner
IMPORTANT NOTES: The instru~lh, ns accompanying this farm must be followed Complete all parts,
checking the NONE box for each part where you have no reportable information. Si#n on lastpage.
1. POSITIONS. ~s,m,;,g individual only; see pp. 9-15 of fihng instructions.)

~ NONE (No reportoblepoMtions.)
POSITION
NAME OF QR.GANIZATION/ENTITY
1.
Partner
NJH Associates
Partner
NJHA Associates
Partner
RN.1H Associates
Member
MWCM LLC
Membe~
Powder Inc. LLC
Trustee
Trust #1
(-
-)
Trustee
T~st #2
~:
-~
T~tee
Family Fo~da~on
Trustee
Trust
II
Custodmn
brokerage account #1 UGMA
12.
Custodian
brokerage account #2 UGMA
13
Director
Jewish Federahon ofMetropohtan Delro~t
14
Duector
Detroit Inst)tute of Arts
15 Director, Vice President
Jvs
16. Trustee
Rholick Foundation
t"-;
"7
FINANCIAL DISCLOSURE REPORT

Page 2 of 77
,~a~*e of Person Reporting

White, Helene N.
Home Prop., LLC
17 Member
II. AGREEMENTS. ~o~.~ individual only; seepp. 14-I6 of f!ling instruc~io.~)

D
NONE (No reportable agreements.)

PARTIES AND TERMS
DATE
I Pension
Wayne Coun~
2 Pension
Stale of Mich~ga~
Date of Report
9/13/2010
! Name of Person Reporting
PageFINANCIAL3 of 77 DISCLOSURE REPORT I White, Helene N.
Date of Report
9/13/2010
III. NON-INVESTMENT INCOME. (R,por,,.~ individual and spoase; see pp. 17-24 of f!ling in~tructwns.)
A. Fliers Non-Investment Income
NONE (No reportable non-investment income.)
,~OURCE AND TYPE
DATE
Payment owed for executor fee for~ estate (D.O D. 11/30/05)
1. 1/14/20009
INCOME
(yours, not spouses)
$426,866 00
3.
4
B. Spouses Non-lnvestmen| Income - if you were married during an) portion of the reporting ),ear, complete this sectlor~
(Dollar amount not required ~cept for honororto )
[~
NONE (No reportable non-investment income.)

SOURCE AND TYPE
DATE
I
2
3.
4
IV. REIMBURSEMENTS .....
,po,,oao,. lod~,t. ~ooa, e.,ertal .... ,.
(Includes those to spouse and dependent chil~en, see pp 25-27 of filing instrttcttons )
NONE (No reportable retmbursemencs.)
SOURCE
I
2.
3.
4.
5.
DATES
kOCATION
PURPOSE
1TEMS PAID OR PROVIDED
Name of Person Reporting
PageFINANCIAL4 of 77 DISCLOSURE REPORT
Da~e of Report
9/13/2010
~hite~ Helene N,
V. GIFTS. anelud~ ~o~e ,o ,po,,,e a~d depeudent children; see pp. 28-31 of filing instructions.)
NONE (No reportable gifts.)
DESCRIPTION
SOURCE
VALUE
1
2
3
4.
5
VI. LIABILITIES. (Includes those of spouse and dependent children; seepp. 3~--33 of fillng ins, ructions.)
[~ NONE (No reportable liabilities.)
DESCRIPTION
CREDITOR
I Hlberma Bank
2.
3.
5.
Mortgage on real estate
VALUE CODE
M
FINANCIAL
DISCLOSURE REPORT
Date of Report
Na~le of P ..... Reporting
Page 5 of 77
9/13/2010
White, nelene N.
VII. INVESTMENTS and TRUSTS -i.co~-e, ~ol~, ~, ..... rio.s (Includes those of spou .... d d~pendem children; see pp. 3-60 of filing ~stru~ons,)
NO~ ~o reportable income, ~sets, or tra~actions.)
Income during
r~o~ing pe~d
D~pt~on of Ass~
(including ~ ~)
Pla~ "(X)" after ~ch ~et
exempi ~om prior d~sclosm
[Gross va~e al end

of r~po~mg ~nod
~ Amount
Code 1
(A-H)
Y~e ( g..
dw, rent,
or mL)
Value
Code 2
O-P)
Value
Melh~
~de 3
~ (O-W)
1.
Brokerage account # 1
-American Funds Balanced Fund class B
Dividend
3.
-USB money market
Interest
Brokerage account #2
- MM fund
Interest
-CSCO
None
7.
-ORCL
None
8.
-SSTI
None
9,
- JAVA
None
I0
-AGWFX
None
1I
-CSTGX
None
12.
-BTZ
Dwtdend
13
-FRDPX
D~vidend
14
-SLMCX
None
"I-
Dividend
None
Tr~sacaons dunng reining ~r~od
~
~i
T~e (e.g,
buy, ~11,
t~ption)
Date I Value ~ Gain

mm~/~ Code 2 , Co~ I
(J-P) (A-H)
~
]denn~ of
buys/seller
(ifprivat~
transaction)
16 -NWS
] 7 -AGWFX
A =$1,0~ or less
B -~i.001 - $i~0~
C ~$2.~1 - $5.~
(~ Columns C I ~d DJ)
N =$250,~1 - $500,0~
P3 ~25,~.~1 - $50.0~,~0
0 =$5~.~1 - ~ 1.0~.~
Pl =$1,~0,~1 -
(See Colu~ C2)
U =B~k Vatue
V ~her
I Income Gain Cod~
P4 =More ~
W ~E~mat~
D ~5,~1 - $15,~
E -$15,~1 - $50,~
D.t~ .fR, po.
r~.,., of]~o, a~poat.,

Page 6 of 77
9113/2010
White, Helene N.
VII. INVESTMENTS and T RUSTS NONE (No reportable income, ~sets, or transaction.)
~
~
A
~s~ption of A~e~
B.
~come d~ng
C
Gross ~]~ at ~d
0ncludmg ~t ~scts)
reporting ~n~
of ~ponmg ~od
~mpt hum pno~&sclosu~
Cvde I
, (A-H)
div,renk
or mr)
Co&~ Me~d
Code 3
D.
~fa~sac~ons dung r~fl]~g ~nod
buy, sell, ,m~d~ ~ Code2 ~ C~e 1

r~d~pnon) ,
0-P) (A-H)
~_
18.
-F~PX
D~v~dend
19.
-PHSTX
Diwdend
20.
Brokerage account #4 cuslUOMA
21
-ABALX
D~wdend
22
-CSTGX
None
23
-FRBAX
D~stnbulmn
.1
24.
-AGWFX
None
25
Brokerage account #5 cust UGMA
26.
-CSTGX
None
27.
-FRBAX
Distribution
28
-ABALX
D~stnbution
29.
-F~rst Fed BK CTFDEP
Imerest
30
-INTEGRA BANK CD
Interest
31.
32.
-FPFC
Dividend
33
-GENZ
None
34
-MSFT
Dividend
Sold
01/22/09
Buy
01/22/09
buyeUsel]~
(ifpm~te

Page 7 of 77
DateofReport
Na=eofPersonReparting
9/1312010
White, Helena N.
VII. INVESTMENTS and TRUSTS - ~ .... ,, ~.,, ~..,~oc,o.s a.a.d.~ ,h,,~, oYn, ...... ~ ~,, ~,~,,~; ~ ~. s~ .yfa~ ~,~o~
NONE (No reportable income, assets, or transactions.)
Demri~ion of Assets
0ncluding ~sl ~se~)
Place "IX)" afi~ each asset
ex~pt fromprior d,scl .....
Income during
rep~ng pen~
(2)
T~ (c g..
~t ]
d ...... ~
or m~)
~ (A-H) [
j
:
Gross value a~ end

ofrepomng period
~1)
12)
Value
: Va~ue
C~e2
Method
(J-p)
~de 3
35.
36
-JNJ
Dwidend
37
-Money Market Funds
Interest
38
-Brokerage account #8
39
-Money Markcl
lnleresl
-GE
Dtvidend
41.
-ASEI
Dividend
42.
-RCMT
None
43
44.
-ADLXY
Interest
45
-ASEI
D~v~dod
46
-ELX
None
47
-QLGC
None
:48
401k and 457 St ot M|ch
49
--SSga S&P 500index
50.
--SSga MidCap Index
51
--SSga Russel 2000 index
~0
,
(1)
T)~e (e g,
~ b~,sell,
[ ~demption)
T~nsa~ons dung re~ng period

(2) t {3) [ (4)
Date j Value Gain
~dd/. Code2 : Code l
(J-P) ] (A-H)
t Income Gain Codes"
A =$1,000 or Jess
B =$1,001 - ~..500
C -~12.501 - $5 000
D =$5.001 - $15.000
2 Value Codes
tSee Columns CI and D3I
J =$15.000 or less
N =$250.00t - $500.000
K =$15.001 - $50.000
0 =~50~.001 - $1 000.000
L =$~0.00t - $ |00.000
Pl =$1,000.001 - $5,000.000
M =$1UO.0~I - $250.1)00
P2 =$5,00001 " $25.00~,000
(5)
Id~t~ of
buy~/se,er
(ffpn~te
I- =$15.001
Date of Report
9/13/2010
White, HeleneN.
VII. INVESTMENTS and TRUSTS - i

Descnptmn of A~ets
(including t~st asse~)
Place "iX)" after each ~set
~empt from prior d~sclosure
Income dunng
reposing ~n~
I ~oun~
C~e I
(A-It)
T~ (c g,
dry, ~nt,
Gross value at end

of ~o~mg period
Valu~
Code 2
Value
Me~od
Transac~ons du~mg re~g period

,
]
T~e (e g,
b~, sell,
(Q-W)
52.
--Amer Fun~ E~o/Pac Gr
53.
Wayne County DefComp
54 ...... Lord Abbotl Mid Cap Fd
55
Isreal Bonds ugma 4/10
Interest
56
Isreal Bonds ugana a/l 1
Interest
57
lsreal Bonds ugma 4/I I
Interest
58
Isreat Bonds ugma 4/2010
Interest
59.
RN.IH Assoc ltd. parlner
lnl/Div
60.
For assets of KNJH see lines 69 - 370
61.
Roaring BrookCap~tal Fund
None
62
Great Plains Energy. stock
D~wdend
63.
Marc Phannaceu||cal stock
None
"I-
64.
Trusf #1 FWRT, shared benefictal interest
Interest
65.
Trust #2 RWLTIf GST A, Trustee
Dtv~dend
66
-- hmited partnership interest in Ra~IJH see

hnes 69 -370
D
D~vidend
67 Trust #3 RWLTIT GST B. Trustee

68.
Date [ Value Gain

~d~ ~ ~de 2 Code I
Identt~ of
buy~!sell~
~saction)
-----Itd partnership interest in RNJH See

trees 69 - 370
1 Income Oam Codes
A =$1,0~ or I~sg
B =$1,t~31 - $2,500
C =$2,50! - $5,~0
D ~5,~1 - $15.~0
E =$15,~1 - $50,~
. FINANCIAL
DISCLOSURE REPORT
Date of Report
N~me of Person Reporting
Page 9 of 77
9/13/2010
~,Vhlte, Helene N.
NONE ~o reportable income, assets, or transacttons.)

Desgrlptlo~ of As~
(including t~st as~ts)
Place"(X)" after each asset
exempt from prior d~sclosuro
Income dunng
reposing period
~
O)
~2) ~ O)
(~) ~ 0)
T~e
(.g,
[~ount
[ Value
, Cede I
dw.. r~ ~ Code 2
(A-H)
(J-P)
oymt)
[
69.
-----TOCQX
70.
-----RNJH-- Accnl#1- #5
lnt./Div.
T~nsac~lons dnnng re~mng pgnod
Gross value at end

of reposing period
(2)
Value
Method
Code 3
(Q-W)
PI
T~e (e.g.,
buy, sell,
r~pt~on)
Value[ Gain
I Date
~ ~5~ ~ Code 2 ~de I
~ O-P) (A-H)
~
~
71 .....
Money Market
72 .....
ACN
Sold
02/25/09
-----BAX
Sold
02.r25/09
74 ..... BBY
Sold
02/25109
75 ..... BA
Sold
02r25/09
76.
-----CAM
Sold
02/25/09
77.
-----CL
Sold
02f25/09
78,
-----DELL
Sold
0Z/25."09
79 ..... ESRX
Sold
02/25/09
80 ...... GD
Sold
02/25/09
81 ..... GILD
Sold
02/25109
82 ...... GR
Sold
0~25/09
...... HAL
Sold
02/25!09
- ..... HRS
Sold
02/25!09
85 ...... HIqZ
Sold
02,r25/09
73.
!83
84.
{See Cola~s CI and D3)
N =$250,~1. $5~,000
O =$500.~1 - $1,~.~
PI =$ I.~,~1 - $5,~.~
P2 =15.~,001 - 1~ ~.~
Id~ti~ of
buyer/seller
(if private
t~saction)

Page 10 of 77
I Name of Person Reporting
Date of Report
9/13/2010
White, Helene N.
VII. INVESTMENTS and TRUSTS - ..eo,~e. ~1~. ~ ..... aons a,a.a,, fho~, o/,po.se .~a ~,~ ~i~,,~; ,.~ ~. ~-60 of ~,.~ i~,~a~o.~.)
NONE ~o reportable income, ~sets, or wansactions.)
A.
Description of A~
(mcl~mg ~st as~ts)
PIEe "~" afl~ ~eh ~l
exempt from prior dt~lo~
B.
Income d~ng
re~amg penM
~ ~ount
[ Coda I
(A-H)
T~e ( g,
div. ren~
ormt)
....... ~
C
Gross value at end
of r~mg ~od
Value
Code 2
J-P)
[ Value
~ Method
1, Code 3
~ (Q-W)
~
D
Tmnsacltons dunng re.fling period
T~ (e g,
buy. ~11,
r~emption)
Dale Value
~m~d~ I Code 2
; (J-P)
,
:
,I
86 ...... HUN
Sold
[02/25/09
87. - ..... IBM
Sold
02/25/09
88. - ..... JNJ
Sold
02/25/09
89 ....... KR
Sold
02/25/09
90.
- ..... LLY
Sold
02/25/09
91.
-----LMT
Sold
02/25/09
92.
- ..... MCD
Sold
!02/25/09
93 ..... MSFT
Sold
02/25/09
94.
----MUR
Sold
02/25/09
95.
-----NOV
Sold
02~5/09
96 ..... NIKE
Sold
02125/09
97.
Sold
02/25/09
98 ..... ORCL
Sold
02/25/09
99 ...... PX
Sold
02/25109
lO0. -----STT
Sold
02/25/09
101. -----UTX
Sold
02/25/09
102. -----YUM
Sold
02/25/09
-----NLIE
{S Col~s CI and D$)
N -S250~1 - ~500,~
0 =$5~,~1 - $1,~,0~
PI =Sl,~0,~l $5,~,0~
Gain
Code I
(A-H)
P2 =55.~0,~i - $25.~.~
Identl~ of
buyer/~]ler
0fpnvate
t~n~ct~on)
FIN~ICIAL DISCLOSURE REPORT
DateefReport
NameofPersottReperting
9/13/2010
White, HeleneN.
Page 1 1 of 77
VII. INVESTMENTS and TRUSTS - i .... e, ,~t,e, ~ ...... ao,s (t,c~.des t, ose 4spou$~ o,d #~.~.t ~u~,~.; ~ ~. s4.no
NONE ~o reportable income, ~sets, or tramactio~.)
D~scnption of A~e~
(including t~t ~se~)
Place "(X)" deer ~ch ~set
ex~pt ~om prior discl~u~
Gross value at ~nd

lncom~ d~ng
j_ of r~ing period
repomng ~od
(2)
O)
(2)
~ (~
Value
~nt
T~e (e g, ~ Value
Method
Code I
div., r~t. ~ Code 2
Code 3
(A-m / or mt)
~ (J-P)
(Q.W)
T~n~cdons during re.grog period

(l)
Type (e g,
bay, sell,
reaempt,on)
(2) ~ ~3) ~ (4)

Gain
Date ~ Value
mm/ddb$ I Code 2 Code I
~A-8)
I J-P)
,
Sold
02/25/09
Sold
02/25109
105 .... A~I
Sold
)2/25/09
106. -----ACS
Sold
02~5/09
107 ..... AMGN
Sold
~ 0~/25;09
Sold
0~25~09
Sold
02/25/~
Sold
0~5/09
111. --~--AZO
Sold
02/25i09
l ! 2 ..... BDX
Sold
02125/09
113 ..... BMY
Sold
02/251~)
114 ..... COH
Sold
0~25/09
115 ..... CM!
Sold
0ff25,09
116 ..... FDX
Sold
02/25/09
117 ..... F~
~ld
~ 0~25/09
Sold
02~5/09
Sold
0~25/09
103. -----NBR
I~. -----ABT
108. -----APA
%9. -----A~OL
~ lib. -----AVP
] 18. -----GIS
119.
-----H~
(~ Colu~s Cl and D3)
N =$250,~1 - $500,~
0 =$5~,001 - S 1,0~,~
PI =$ I.~0.~1 - $5 ~.~
(5)
Id~t~ of
buyer/seller
(if private
~r~sacfion)
F2 ~5,~0,~1 - $25,~,~
D,*e or Repo.
9II3/2010
White, Helene N.
Page 12 of 77
VII. INVESTMENTS and TRUSTS .... o~, .... luo, transactions (Includes those of ~pouse and dependent children; see pp, 34-60 of filing instructions.)
NONE (No reportable income, assets, or transactions,)
[]
:
A
Description of Assets
(including trust assets)
i
[
!
exempt from prior disclosure
B.
Income during
i
~rtmg period
[ Code I
(A-H)
d~v ren~
or mr.)
D.
Transacuon~ during reporting
C.
Gross value at end
of reporting period
Cnd~ 2
{.l- P)
Method
buy, sell,
redemption)
Code(Q_W)3
mm/dddyy I Code 2 ! Code I

! [I-P)
i (A-H)
[-
Sold
02/25109
121. -----K
Sold
02t25/09I
122 .....MON
Sold
0~25/09
123 .....NSC
Sold
02/25/09
Sold
02/25/09
Sold
02/25/09
126. -----VAR
Sold
02/25/09
. 127. ----WMT
Sold
02/25/09
! 128 .....XTO
Sold
02/25/09
Merged
(w~th line 7])
02/20/09
Sold
02/25~09
Sold
02/25/09
Sold
02~25109
Sold
02125109
Sold
02/25!09
Sold
02/25/09
Sold
02/25/09
[20. -----HPQ
124 .....STJ
125 .....
RIG
129 .....MM Fund
130 ......HYP
131 ......WASCX
$32 ......~-tMCX
i33 ......
RMUCX
134 ........ABIYX
135. - ......BGRFX
136 .......DNVYX
Value Me~d C~es
Q =App~m~!
R ~os~ (Real ~te Only~
S =~e~me~
T ~b M~el
buyer/seller
rransact~on)(ffpnvale
.x~.,. of Person aepo~i.a
" FINANCIAL DISCLOSURE REPORT
9/13/2010
White, Helene N.
Page 13 of 77
VII. INVESTMENTS and TRUSTS - i,.o.,,, v.t... ~,,socao., a~ct,d., ,hos. oy ,, ....
~ d~n~nt chUdren; see pp. 34-60 of fillng instru~o~)
NONE ~o reportable income, ~sets, or transactions.)

De~npfion of Asse~
(including trust as~)
]
:
Place"(X)"afi~ch as~t
~empt from ~tor dtscl~ure
~come during
t r~g period
~oss value at end

of r~omng pen~
~ount ~ T~c (e g,
Co~ I dry, r~L
(A-~
or mr)
Va~e ~ Value
Mc~od
C~e 2
(J.p)
Code 3
(Q-W)
Tr~ct~om d~ng re~ng ~rtod
T~e (e g,
b~, sell,
red~paon)
(4)
~ Dale ~ Value~ Gain
(A-H)I
[~ ~ C~e
~ (J-P)
2 [ ~de
I
[
137 ....... AEGFX
Sold
02/25/09
i38 ....... GFAFX
Sold
02/25/09
t 39 ....... LZE~
Sold
02f25109
140 .......GDLXV
~ld
; 02/25/09
141 .......LMTXX
Sold
0~25t09
142. - ...... RYOTX
Sold
0~125t09
Sold
~/02/~
~43 .......PueOo Rico HSG Rev bond
02t20/09
M~ged
(~th line 71)
~ 1~ -- MM Fund
I45 ...... AWH
Sold
0~5/09
146 ...... COV
Sold
02/25/~
147 ...... STX
Sold
0Z125/09
~ 48 .......TYC
Sold
0~25/09
149 ....... TEL
Sold
0~25/09
150 ....... WFT
Sold
02/25109
151 ...... VRGY
Sold
0~5/~
Sold
0~5/~
Sold
0ZQS/@
152 ......ABT
153. - ......ALKS
Itmome Gain Codes

(See Columns BI .and D4)
Value Codes
(5)
ldent~ of
buyer/~ll~
(if private
t~saeaon)
A =$1.O0O ~" less

F -~50,0~1 - $100.000
J =$15.000 nr less
C =$2.501 . $5.000
B --~1.001 - $2.500
HI =$1,000 001 - $5,000,000
G =$|00,00| - $1,000.000
L =$50.001. $100.000
K =$15.001 - $50.000
0
R ~.Cost =$500,0011Real. Estate $1,090,000 Only)
D =$5.OOI- $15.OOO
112 =Mote than $5.000.000
M *$ I OO.OOI - $2.~0.000
E =$ I 5.0OI - 1:50.000
ISee Value Columns Method CI Cod~s and D3)

NQ
(See Colunm C2)
U =Book Value
T =More
P2.~7~sb
=$ 5.0OO,OO1Markta
P~ =Appca~sal=$250001=$25O000Ol" ~;500,ll00.
sP4
$50,000,000
FI :A~cssmeot =$1.000,001
than $50"
$ 5.000.0~O 000.000= $25,000.000 ....
W =Esttmated
V --C, thet

Page 14 of 77
9/1312010
white, Helene N.
~o., (Includes those of sp ....
VII. INVESTMENTS and TRUSTS - inco,~t, ~l., ,r .....
nd dependent children; see pp, 34-60 of filing instruction~.)
D NONE (No reportable income, assets, or transactions.)

........ A .........
(including IrUst assets)
Place "(X)" after each asset
exempt from prior d~sclosure
B- lncomedunng
[ reporting period
iAmunt I Type (e g.,
d
!
~i ~
: -- - C
Gross value at end
of reporting period
Value
Code 2
(J-P)
Value
; Method
I Code 3
D
Transactions dunng reporting period
]-
I
I
Type (c.g,
buy, ~11,
mdemptmn)
Dat~
Value
Gum
rnn~dd!yy Code 2 Code l
i
I (J-P) I (A-H)
154 ....... AMZN
Sold
02/25/09
155. - ...... AXP
Sold
02/25i09
156. - ...... AMGN
Sold
02/25/09
157. - ...... APC
Sold
02~5109
58 ....... AMAT
Sold
,0Zt25/09
159 ....... ADSK
Sold
:02/25109
160. - ...... BHI
Sold
02/25/09
I.
161. - ...... BAC
Sold
2/25
162. - ...... BBBY
Sold
0205/09
163. - ...... BRKB
Sold
02/25/09
164 ....... BIIB
Sold
02[25109
] 65. - ..... BRCM
Sold
02/25/09
166 ...... CVC
Sold
02/25109
r
i 167 ...... CSCO
Sold
02/25./09
168 ..... KO
Sold
02/25/09
169 ...... CMCSK
Sold
02/25/09
170. - ..... CREE
Sold
02/25/09
P3 =$25,~0 ~1 - $50.0~,~
p4 =More ~an $50,~0 0~
Identity of
buyer/seller
(ffpnvate
"
FINANCIAL DISCLOSURE REPORT[
Date of Report
[ Name of Person
I White, ltelene
N. Reporting
9/13/20]0
Page 15 of 77
VII. INVESTMENTS and TRUSTS - ~,,eo,.
A
Desenpnon of Assets
(including tr~st assets)
Place "(X)" after ea~,h asset
B
Income dunng
repoamg period
(l) ! (2)
Amoun~ [ Type (e g,
Code I [ d~v. rent.
or ant )
!
C
]
D
Transac~ons dunng reporting pertod
Gross v~lue at end
of reporting period
(~)
(2) [ (l) i (~) (3) (4)
Date i Value
Gain
Value
Type (e g,
Value
Code 1
Method
buy, sell,
Code 2
mrn/ddi33 ] Code
Code 3
redemplmn)
(J-P)2
(.l-P)
(Q-W)
i
171. - ...... DELL
Sold
02/25!09 J
172 ....... DISCA
Sold
02/25/09
173. - ..... DIS
Sold
02/25109 J
174 ....... DOV
Sold
02/25/09
175 ....... DD
Sold
02/25/09
176 ....... EBAY
Sold
02/25/09
177 ...... EMR
Sold
02/25109
178 ....... EXPE
Sold
02125/09
| 79 ....... ERTS
Sold
02/25/09
180 ...... XOM
Sold
02/25/09
181 ...... FRX
Sold
02/25/09
182 ....... SEN
Sold
02/25109
183 ....... GPS
Sold
0~25/09
184, - ....... DNA
Sold
0~25/09
g5 ....... GE
Sold
0~25/09
86. - ....... GENZ
Sold
0.2/25/09
.I
Sold
02125.,09
187 ....... HD
I ..... Gain Codes

(See Columns B I and D4)
"va|ue Codm
(See Columns C1 and D3)
A =$~.0~ ~r less
F =$50,001 - $100,~)O
J =$|5,001) or less
N =$250.001 - $500.000
B ~$1.00i - $2.500
G =$100,001 - $1,000,000
K =$15.001. $50,000
0 =$500 001 - $I,(~0,000
(~)
Identdy of
buyer/seller
(ffpnvate
tmnsacUon)
"--- D-~i~l --~15.0~ "

C ~$Z501 - $5.000
112 =Mo~e th~x~ $ 5.000.000
H I =$ I 000 001 - $5,(X10,000
M =~100,001- $250.000
L =$50 00l- $190.000
P2 =$5,000,001 - $25,000,000
PI =$1,1)90,001 - $5,000 000
E =$15.0Ol - $50.000
FINANCIAL DISCLOSURE REPORT ] Name of Persolt Reporting
Date of Report
Page 16 of 77
white, Helene N.
9/13/2010
VII. INVESTMENTS and TRU STS - inco~,e. ,.,luc, ,,*,saeaous (Includes those of spouse and dependent children; see pp. 34-60 of fillng instructlon~)
[] NONE (No reportable income, assets, or transactions.)
A.
-.
Goss value a! end
lncomeB~u~ing
D
Transactions during reporting period
.
Place "~)" aft ..... h~set
x~pt from prior dt~losure
[Amoum ] I,,pe (e.g,

Code 1 ~ d~v.,reng
Value
Code 2
Valu~
~QMethod
T~ (e g,
buy, selL
[Date
~m~
i Vatue Gain
Code 2 Codel
188. - ....... HON
Sold
0~5/~
189. - ..... INTC
Sold
02125/09
190. - ....... IBM
Sold
! 02/25109
191 ....... JNJ
Sold
02/25/09
192 ....... JPM
Sold
02/25/09
193. o----KFT
Sold
02/25/09
194. - ..... LLL
Sold
02/25/09
95. - ....... LWSN
Sold
02/25/09
196. - ...... LBTYA
Sold
02/25109
197. - ........ LBTYK
Sold
02/25/09
198. - ....... MRK
Sold
02/25/ID
199 ........ LINTA
Sold
02/25/09
200. - .......LCAPA
Sold
02125109
201. - ....... LMDIA
Sold
102/25/09
202. - ....... MSFT
Sold
02/25/09
203.
Sold
02/25/09
Sold
02/25/09
- ...... NVS
204 ....... NVLS
I Income Gain Codes
(See Columns CI nnd D3}
A =$1.000 or less
B =$1,001 - $2,500
C =$2,501 - $5.000
D--~5,001 - $15,000
N =$250001 - $500.000
0 =$500.001, $1.000 000
PI =$1.{~0.001 - $5.000.000
P2 =$5.000,001 -
ld~ntl~ of
buyer/~ll~
E -$15,001 - $50.00~
Page 17 of 77
Date of Report
White, ltelene N.
9/13/2010

A
(including ~rust assets)
Place "(X) after each asset
B
Income donug
repoamg period
, Amount ] Type (e.g.,

:~ Code I
ren~,
,I (A-H) [ dw..ormt)
,
C
Gross value at end
of reporting period
Value
Code 2
(J-P)
Value
Ivfethod
Code 3
(Q-W)
D
Transaclsons dunng reporlmg period
Type (e.g.,
buy, sell,
redemptlo.)
Date i Value | Gain

, mm/deCy3., Code 2 | Code 1
i
i (JP) [ (A-H)
I
[
J
205. -----PLL
Sold
02/25/09
206. - ..... PEP
Sold
02/25/09
207 --PFE
Sold
02/25/09
208. - ..... PG
Sold
02/25/09
209. - ..... RTN
Sold
02/25/09
210 ..... SNDK
Sold
02/25/09
211, - ...... SLB
Sold
02/25/09
212 ...... SHLD
Sold
02;25/09
213 ...... SSD
Sold
02/25/09
214 ....... SII"
Sold
02125/09
215 ....... TSM
Sold
02/25/09
216 ....... TXN
Sold
02/25/09
217 ...... TWX
Sold
02/25109
218 ..... UL
Sold
02/25!09
219 ...... UNH
Sold
02/25/09
220 ...... VZ
Sold
02/25/09
221 ...... VOD
Sold
: 02/25109
" (See C01um~ CI and D3)

(~e Col~ C2)
N =$250,00] - $5~.~
O =$500,001 - $ l,~J,~
PI ~$1,~,~1 - $5.0~,~
U =B~k Value
V ~h~
W =F-~ffmatcd
P2 ~5,~.~1 - $25.~.~
Idenhry of
buyer/seller
(,fpnvate
transacfon)

Page 1 8 of 77
]~e of P .....
Reporting
Date of Report
9t13/2010
I
Whie, Helene N.
~ NONE ~o re~rtable income, assets, or tra~actiom.)

A.
Des~pt,on o,Assets
(including ~sl as~ts)
Phce "(X)" nfler ~h ~t
exempt ~om prior ~l~re
B
~eomed~ng
~e~amg pen~
I~~t ~ T~ (e g,
~ Code 1 ~ d~v.. tenK
(A-H){ ormt.)
C
Gross value at ~d
of repo~ng period
Value
Code 2
(J-P)
D
T ......t~o~ d~mg reporting per,od
~
I
Value
[
[ M~od
Code3
~
~ (Q-W)
T~ (e g,
buy, sell
rcdempt,on)
[ Date
[~/d~
:
Value Gain
Code 2 Code 1
(J-P) ~ (A-tl)
222. ----WMT
Sold
0~2~/09
223. - ...... WY
Sold
02/25/09
224. -----WYE
Sold
02./25/09
225 ..... ABX
Sold
02/25/09
226 ..... BA
Sold
02/25/09
227. -----CAT
Sold
02/25/09
228 .... -GOOG
Sold
02/25/09
229. -----LHO
Sold
02125/09
230. -----MDR
Sold
02/25t09
231. -----MTG
Sold
02/25/09
232. -----NDAO
Sold
02/25/09
233 ..... NOV
Sold
02/25/09
23,t. -----NVDA
Sold
02/25/09
235 ..... QCOM
Sold
02/25/09
236. -----PoHHBY
Sold
02,2.5/09
237. -----UPS
Sold
0~25/09
238 ..... WFT
Sold
02/25/09
.I
Income Gain Codes

2, Value Codes
(S~ Colun~ I anti D3)
(Se~ Colunm C2)
I
[
lde~ti~ of
buyer/~ller
Ofpnvate
tr~ctmn)
A -~l.000 or less
B =$1.001 - $2.500
C ~$2 51)1 - $5.000
D =$5.001 - $15.00~
J ~$1 ~,000 or less

N =$250,091 - $500,000
K =$15,001 - $50,000
O =$500.001 - $1,000,000
L =$50,001 - $ |00,000
PI =$1,000.001 - $5,090 0~0
M =$100,0OI - $250,000
P2 -$5,000,001 - $25 000,OO0
U =Book Value
V =O~bm
W =Estimated
I: =$15.001 - $50.000
FINA~qCIAL DISCLOSURE REPORT

Page 19 of 77
N~m, of Person Repotting

White, Helene N.
Dat~ of Repor~
9/13/2010
NONE ~o reportable income, ~sels, or transactions.)

A
~scnp~on of Assets
(:~ludlng trust ~s~ts)
B.
Income dung
re~mg ~nod
O) ~ (2)
Place "(~" aR~ e~h ~set
ex~pt flora prior ~l~ure
239. ---- MM F~d
~ount I T~ ( g.,
Code I
dw, renk
{A-H)
or mr.)
C
Gross val~ at end
ofrcpo~mg period
(~) j
(2)
Value
Value
Code e- ~ Me~
(2-P)
Code 3
(~W)
D
Tmnsactio~ dung ~e~g period
~)
T~ (e g,
buy, sell,
r~empuon)
(2)
O) [ (4)
Dale
Value [ Gain
mm/d&~ Code 2 I Code I
(J-P) (A-~
Merg~
(~th hne 7])
0~20/09~
240. -----RIG
Sold
02/25/09
24 ! ..... TYC
Sold
02125.09
242
Sold
0~25/09
243 ..... AXP
Sold
02Q5/09
244
Sold
02/25/091
245 ....... BK
Sold
0Z~25/09
246
Sold
02/25/09
247 ....... BRKB
Sold
02/25/09
248
...... HRB
Sold
02/25/09
24-9 ...... CVS
Sold
02/25/09
250
Sold
,02/25/09
25 I. -----CAH
Sold
02/25/09
252
......C
Sold
0225109
253 ...... CMCSK
Sold
02/25/09
254
Sold
02/25/09
Sold
02/25/09 :
...... A
...... AMP
...... BBBY
...... CNQ
...... COP
255 ...... -COST
~)
ldcnt]ty of
buyer/sell~
0fpnvate
~r~saction)

Page 20 of 77
~a,~e of Person Reporting
Date olReport
White, Helene N.
9113/20]0
VII. INVESTMENTS and TRUSTS - ineo~., ~al.~, ,r,n,neao*s anel, a~ those of spoas and dependent children; see pp. 34-60 o/f!ling instructions.)
A
D~cscnption of Assets
e~empt from prior d~selosure
i
~
B
]
Income dunng
[
reporting period
t (I) (2)
j Amount T)pe (e g.. l
Cde 1 d,v. rent,
(A-H) i
[
i or ml )
i
C.
Gross value at end
of reporhng period
(l)
(2)
Value
Value
Code2
Method
Code 3
(J-P)
(Q-W)
D
Transactions during ~eportmg period
(1)
Type (e.g.,
buy, sell,
redemption)
(2)I (3)I (4)

Dale ] Value Gain
[mmidd/yy i Code 2 ~ Code 1

I
[ ](J-P) (A-H)
: 256 ...... DVN

[
Sold
] 02/25/09
257 ...... DEO
Sold
02/25/09
258. - ..... EOG
Sold
02/25/09
259 ..... ESR.~
Sold
02/25/09,
260 ....... TV
Sold
02/25/09
261, - ...... HOG
Sold
02/25/09
262 ....... HPQ
Sold
02/25/09
263, - ...... IR.M
Sold
02/25/09
264. - ...... JPM
Sold
02/25/09
265 ....... L
Sold
02/25/09
266 ........ MSFT
Sold
02/25/09
267 ....... MCO
Sold
02/25/09
268 ....... NWSA
Sold
02/25/09
269. - ....... OXY
Sold
02/2_5/09
270 ....... PM
Sold
02/25/09
271 ...... -PG
Sold
02/25/09
232. - ....... PGR
Sold
! 02/25109
3 Val~ Me~b~ C~e~
Q ~ ~p~asal
R ~ (R~I ~a~ Only~
S ~As~essm~t
T ~sh
C
!A
(5)
ldennty of
buyer/seller
(tfpnvate
transaction)
Date of Report
Page :21 of 77
9/IM2010
/ White, Helene N.
VII. INVESTMENTS an d TRUSTS - ~.come, ~.o,, ...... ,;o.s a~c~udo~ ,hose of ~o~ o.d ~d~ ~i~;
NONE (No reportable i~come, a~sets, or tramactions.)
Descdplion of Asse~
I ....
plfiompno, d,scl ....
]
~
Income d~ng
~mg ~nod
C~I I d,v,r~
~ (A-~ ]
Grim)
Gross ~alue at end

of~epomng pen~
0) /~)
0)
: Code2
: (J-P)
T~nsac~ons dung ge~nmg period
(~) ~ O)
~ ~dcmpt~on)
~ Code3
Method,
b~,sdl, ~/d~,Co~2 C~eI
buy~/~ll~
~
27L - ....... SEE
Sold
02/25/09 J
274 ...... T~
Sold
02/25/09
275. - ...... UNH
Sold
02/25/09
276 ...... VMC
Sold
02/25/09
277. ........ WF~
Sold
02/25/09
278 ..... CSCO
Sold
02~5/09
279
Sold
02/25/09
280 .... HRB
Sold
02/25109
281. -----JNJ
Sold
02/25109 J
282 .... SGP
Sold
02/25/09 J
"283
Sold
02/25/09I
.... GOOG
..... TXN
284. ---- MM Fund

285
Merged
(with line 7]
02/20/09
.... AMCR
Sold
02/25/09 J
286. -----BRGYY
Sold
02/25/09 J
287. - ..... BP
Sold
02/25/09
288. - ...... BI:/PQY
Sold
02,r25/09 J
289
Sold
02/25/09 J
....... STD
2 Value Cod~
J =$15,0~ or
S..e or re,son Ropo,,i.~
Page 22 of 77
White, Helene N.
O.te of R.po~t
9/13/2010
VII. INVESTMENTS and TRUSTS - ;.co~e, ~,l~e, iransactions (Includes Ihose of spouse and dependent children; see ptx 34-60 of filtng instruction&)
I
]
DescripUon of Assets
exempt frompnor~sclosur
8
Income dunng
reporting period
,
i (~-H)
div, renk
or rot)
C
Gross value at end
ofreporang period
Code 2
(J-P)
Method
Cod~3
D
Transactions during reporlmg period
t~empt, on)
[ (A-H)
290. - ...... BAYRY
Sold
291 ...... CAJ

292 ......
~ 0~25/09
Sold
02/25/09
Sold
02/25/09
293 ...... FBRWY
Sold
02125109
294. - ...... GSK
Sold
02!25/09
Sold
02/25/09
29~. - ....... HGKGY
Sold
02/25109
297. - ..... ING
Sold
02125109
298. - ...... KCRPY
Sold
02125109
Sold
0Z/25109!
300. - ..... IBDRY
Sold
02/25/09
301 ....... NABZY
Sold
02/25/09
302 ........ N~G
Sold
02125109
303. ----~--NTT
Sold
02/25/09
304. - ......NVS
Sold
02/25/1D
Sold
02/25/09
Sold
02/25/09
DT
"
29~. ~oov
2 ......
299. - ..... LY6
"
0~ ..... ----FOR~Y
3~6
...... ENL
[See CoI~ C2)
U =B~k Value
V ~h~
(,fpnvate
W =~t~mated
FINANCIAL
DISCLOSURE REPORT
Dale of Report

White, ltelene N.
Page 23 of 77
9/13/2010
,~ ,~ee~,,,~,,~ c~,~,~,e,,; x~ ~,~. ~4-~0
VII. INVESTMENTS and TRUSTS - ~,~o,,e. ~, ~,o,,~,~,~o,,~ ~ne~,,,~ ,~o~ o/~e ......
--] NONE (No reportable income, assets, or transactions.)
---
A
Descriptton of Assets
B
Income during
reporting penod
(1)
Amount
Code I
(A-H)
(~)
Type (e g..
die, rent,
or rot)
D.
Transacnon~ during reporting lWefiod
C.
Gross value at end
of reporting period
(1)
(l) [ ~
Value
Code 2
(!-p)
i Value
Method
: Code 3
(Q-W)
Type (e g.,
buy, sell,
redemptmn)
(~)
(3)
Date
Value
mrrddd/yy Code 2
(J-P)
307. - ...... RWEO
Sold
: 02/25/09
308 ...... RDS
Sold
02/25/09
309 ..... SSL
Sold
02125/09
310 --~--SEOAY
Sold
! 02/25/09
31 I. - ...... SCGLY
Sold
]02125/09
312 ...... TSM
Sold
0Zt25i09
313 ...... NZT
Sold
02/25/09
314 ..... TEl:
Sold
02/25!09
315. -----TLSYY
Sold
02/25/09
316. ---TOT
Sold
02/25,09
317. ----RBS
Sold
02/25/09
318. ----SI
Sold
i 02/25/09
319 ..... TM
Sold
02125/09
320 .... UL
Sold
02/25/09
321. ----UOVEY
Sold
02/25/09
322 .... UPMKY
Sold
02,r25/09
323. -----lShares Barclays T~ps BD FD
Buy
02/25/09
{See Columns CI and 1)3)
N =$250.001 - $500,00{)
O =$500.00t - $1,0OO,000
PI =$1,00{).0[}1 - $5.000 000
ISec Column C2)
U ~Book Value
V --O~her
W =Esumated
Gain
Code 1
(A-tt)
P2 =$5.000.091 - $25.000.000
Identity of
buyo/seller
(if private
transaction)
" FINANCIAL
DISCLOSURE REPORT
Page 24 of 77
Name ol Perso~ Reporting
Date of Report
White, Helene N.
9/13/2010
VII. INVESTMENTS and TRUSTS - i,comeo ~1~,, ~,o,~ac~o,~ anaudes ,ho,o o/~o~ ~ ~d~ ~U~,~ ~ ,p. ~-~0
~OHE ~o reportable income, ~sets, or transactions.)
D~cnptmn of Asse~s
(incl~ing ~st as~ts)
PI~ "~)" a~er ~ch ~t
ex~pl from prior d~sclosure
....... ~
Income du~ng
reposing pvn~
C2)
:: 0)
i Amount T~ (e g,
~ Code I
d~v, r~L
, (A-H)
or in~)
Gro~ v~lue a[ end

~
, of repoSing pen~
~)
(2)
(0
Val~
Value , T~e (e.g..
Codc 2
Me~od ] buy, sell,
(J.P)
Code 3 I r~emption)
(~W) ~
Tra~acfio~ dung re~mg period

(2)I~ (3) (4)
Gum
Da~ [ Value
m~d~ , Code 2 Code 1
(J-P)
(A-H) [
[
[
324
Sold
(pa~)
04/02/09
325.
Sold
07/02/09
326 ..... 1Shares S&P SMCAP 600 Val
Buy
02/25/09
327
Sold
(part)
04/02/09
328.
Sold
(part)
07/02/09
329, -----IShares SmCap 600 Growth
Buy
02/25/09
330.
Sold
04/02109
331.
Sold
07/02/09
332. -----IShares S&P M~d Cap 400 Value
Buy
02/25/09
333
Sold
(part)
04102/09
334
Sold
(part)
07/02/09
335. -----IShares S&P Mid Cap 400 Growlh
Buy
02/25/09
336
Sold
(part)
04102/09
337
Sold
(pa~)
07/02/09
Buy
02/2~/09
339
Sold
(part)
04102/09
340
Sold
(pa~)
07/02/09
338
(pan)
..... Vanguard Total Bond Mkt
Columns CI and D3)
N =$250.~1
Idcn~U of
buyer/seller
(ffprivate
w~sacuon)
Dale of Report
9/13/2Ol0
White, Helene N.
Page 25 of 77
VII. INVESTMENTS and TRUSTS- i, co.,,, ,,,,,,, ~, ..... ti~ns(~nc~udesth~seofsp~s~ndd~pendentchi~dr~n;seepp.34~6~Dti~git~tru~ti~ns~

[---]
A.
Descnptmn of Assets
:,
,,
B
Income during
C
Gross value at end
reporting period
of reposing permd
o--i~-q~2)
Place "(X)" afle~ each asset
exempt from prior daselosur
]:
Amount [ Type (e g.,

Code I i d~v., rent,
I (A-H)
or int.)
(1)
Value
Code 2
{J-P)
D.
Transacl~on.s dunng reporting period
(2)
Value
Code3
(1)
(2)
(3) 1~
Value Gain
Code 2 [ Code 1
(J-P) " (A-H)
Type (e g.
buy, sell,
redemption)
I Date
ralrt/dd/yy
Buy
02125109
Sold
04102/09
07t02109
1 Method
i341. -----IShares S&P 500 Growth

342,
(part)
Sold
343.
(pa~)
344. -----IShares S&P 5000 Value
Buy
02125/09
345
Sold
(part)
04/02/09
346.
Sold
(part)
07/02,09
347 ..... S&P NA Na! Resources
Buy
02/25/09
348
Buy
07102/09
349. -----IShares Barclay I-3YR TRS
Buy
02/25/09
350.
Buy
04102/09
351.
Bu~,
07/02/09
352 ..... Vanguard EMG MKTS
Buy
02/25,99
353.
Sold
(part)
04/02/091
354.
Sold
(paa)
07/02/09
355. -----Vanguard European
Buy
0~25/09
356
Sold
(pan)
04/0~09
357
Sold
{part)
07102/09 ! K
{~e Col,,ur~s CI aud D3)

3 Value Method Codes
N -$250.001 - $500.0~
0 =$500,001 - $1,000,000
PI =$1.000,001 - $5,0~0,0Q0
P2 =$5,0oo,~201 - 525,00o,0~o
Q =Apl~.a~saI
R :=Cost (Real Estate Only)
S =A~sessment
T =Cash Mark~
(5)
Identity of
buyer/seller
0fpnvale
Date of Report
Name of Pe~on Reporting
FINANCIALpage 26 of 77 DISCLOSURE REPORT
9/13/2010
"~%ite, Helene N.
VII. INVESTMENTS and TRUSTS - i~c ..... t~e, tr ..... lions (lnclad~s those of spouse and depe~dent children; see pp. 34-~O of filing instr.ctionx.)
D NONE (No reportable income, assets, or transactions)
--
A.
Description of Asse~.
Place "(X)" afl~ ~ch ~set
,
i
B.
Income during
relx~mg period
C
Gross value at end
of reporting I~riod
]
i
I Amoum
T~e (e g,
Value
Value
CA-H)
or rot)
(J-P)
C~e 3
D.
T~nsacuons during reporting period
Date
T~e (e g,
~emptton)
,~ Value
[ Gain 1
0fpfvate
~ (I-P)
ldent,w o1"
[(A-H)
358. ----Vanward Pacxfic
B~
02~5109
359
Sold
04/02/09
360.
Sold
(part)
07/02/09
361. -----Blackrock Global
Buy
02/25/09
362. -----Ivy Asset A
Buy
02/25/09
363
Sold
(par~)
04/02/09
364. - ..... F~rst Eagle Global A
Buy
02/25/09
365.
Sold
04/02/09
366. -----GARTY
Buy
02f25/09
367.
Sold
(part)
04/02/09
368. -----Ivy High Income
Buy
04/02/09
369 .....Vanguard PElT
Buy
07/02/09
370 .....Ur!! First STR Income
Buy
07/01/09
(part)
(pan)
371. Trust #4, RWLTITNAR,trustee:
Interest
Pl
lnt./Div
PI
372 .... BOA MM Fund
373.
Trust #5 RWLTITHW shared beneficial

interest:
374. --US Treasury MMFund
[ 3 ,,alueMe,~dCodes
O=Apwatsa[
R<ost,Real~t~,eOn~)
S=A .........
T-C~EMark~

Fage 27 of 77
Date of Reper~
] Name of Persou Reporting

I White, He|e.~ r~.
VII. INVESTMENTS and TRUSTS NONE ~o reportable income, ~sets, or transactions.)

A
De~nptlon of Assets
(including trust ~ets)
Place "(~)" afmt each ~l
exempt ~rom prior disclosure
B
Income during
rep~mg ~fiod
. Mount ~ ~ (e.g.,
Code I . dry, ren~
(A-H) i or mr)
D
Tr~s~ctto~ d~g re~mg period
C
Gro~s v~lue at end
of r~o~mg p~od
Valoe
Co& 2
0-P)
Value
~tMd
Code 3
T~ (e.g.,
buy~ ~II,
r~dempUon)
(q-w)
. Date
~*~
~
Va~e
C~ 2
U-P)
O~m
Code 1
(A-H)
~sact, on)
375. --Brokerage Account - (T~K F~DS)
376 .....WASCX (1~ Asset)
Sold
02/18/09
377 ..... NHMCX (Nuveen)
Sold
02!18/09
378. -----RYOTX
Sold
02/20/09
379 ..... BGRFX
Sold
02/20!09
380 ..... ABIYX
Sold
02~20/09
381. -----LMTXX
Sold
02/20/09
t82. -----WACPX
Sold
0~20/09
383. -----PAIBX
Sold
0Z,20/09
384. -----DNVYX
Sold
0zr20!09
385 ..... LZEMX
Sold
02/20/09
386 ..... AEGFX
Sold
02/20/09
387 ..... GRAFX
Sold
0~20/09
388 ..... ISbares Barclays T~ps BD FD
Buy
02125109
389
Sold
(part)
07,r21/09
Buy
02/25109
Sold
(part)
07/21/09
390.
-----]Shares S&P SMCAP 600 V~l
[~
I
(S~2 Columo~ C1 a~d D3)
N --~250,001 - $500,flOe,
O =$500.001 - $1,000,000
Pl =$I,~00.001 - SS.0PA),000
Idemi~ of
buyer/~ller
(if prwate
P2 -$5,1~R),001 $25,000,000
Data of Report
Page 28 of 77
9/13/2010
[ White, Helena N.
VII. INVESTMENTS and TRUSTS - i.co.,e, .l~e, ,, .....
no., (lncludesthose of ~p ...... d depend~n, children; see pp. 34-60 of filing instructions.)
~] NONE (No reportable income, assets, or transactions.)

.....
A.
Descnpt*on of Assets
13.
C.
Income donng
Gross value at end
k (2) - repor~ingpenod ~ ofrepo,tmg
.
period
]
i~- i
Place "(X)" after each a~set
~em~ompnord,~losure
Amount T~ (,g,
[Codel ~ dsv..~n~
(A-H) ~ or int )
(l)
[ Va~e
~ Code2
(J-P)
D.
Transacuons during repo~tmg p~nod
~2)
(l)
Value
Method
Code 3
T~ (e.g,
buy. sell,
x~empt)on)
I c2)
~3) ; (4)
~ Da~ Val~ i Gum

[~ Code2 C~I
392. ----1Shar~s S~ap 600 Gro~h
Buy
02~/09
393
Sold
07121/~
394 .....IShares S&P M~d C~p 4~ Value
Bu~
0~25109
Sold
07~1109
395.
(~)
396 .....IShares S&P M~d Cap 4~ Gro~h
Buy
02~5109
397.
Sold
07~110~
398. -----Vanguard ~o~a] Bond Mk~
Buy
~5/09
~99.
Buy
07~ 1/09
Buy
02!25/09
401.
Sold
(pa~)
0~/21/~
402. ----4Shares S&P 5000 Val~e
Buy
02/25/~
403.
Sold
(pa~)
0~/21/~
Buy
02i25/09
4~ .....
~.
ISh~ 8&P 500 Grow*h
-----S&P NA Na~ Resources
405.
~uy
406. -----IShares Barclay 1-3YR TRS
Buy
02~5/09
407
Buy
07!21 !09
408, ----Vanguard EMG MKTS
Buy
02/25/09
(See ~OJ~ ~l and D3)
(5)
Id~ntx~ of
buy~/~ller
Name of Pet~on Reporting
PagcFINANCIAL29 of 77 DISCLOSURE REPORT
Date of Report
White, Helene N.
VII. ~EST~NTS and TRUSTS -~o .....
9/13/2010
t~. ,,~o~ ~d~ ,~o~ oy~ ...... ~ d~.d~, ~n~ ~ ~. ~-~0 of ~g ~o~
~ NONE ~o reportable income, ~sets, or transactionQ

Descnpuon of As~ts
(mchdmg ~st ~se~)
Place "(~" aR~ ~ch ~set
exempt from photO.loire
Income during
r~omng period
--~1)
(2)
i~ount T~ (e g,
~ Code I
dw. renL
(A-H) ,
or mr)
Gross value at end

~ of reporting period
(1)
(2) (1)
~
~ Va~e
Value ~ T~e (e.g.,
bay. sell,
~ Code 2 ~ Me~od
red~p~mn)
~ (J-P) , Code 3
Transacaons during ~r~ng ~nod

i (2)
Da~e
~m~
~
(3) [ (4)
Value~ Gain
Code 2 C~ 1
[J-P)
(A-H)
4~
Sold
(pa~)
07/21/09
~ 10 ..... V~guard E~opean
Buy
02125/09
411
Sold
{part)
07/21/09
412 ..... Vanguard Pacific
Buy
02/25109
413
Sold
07/21/09
414 ..... Blackrock Global
Buy
02125/09
415
Buy.
03/04109
416
Sold
(part)
07/21/09
417. -----Ivy Asset A
Buy
02/25/09
418
Buy
03/04109
1419
Sold
(part)
07/21/09
420 ...... F~rs! Eagle Global A
Buy
02~5/09
421
Buy
03t04/09
422.
Sold
(part)
07/21/09
423 ..... GARTX
Buy
07t~4/09
424 ..... Vanguard REIT
Buy
07/21/09
(part)
425 Trust #6 shared RGWRT, beneficial interest B
lnl./Div.
~ Colu~s CI and D3)
N =$250,~1 - $500,0~
0 =1500,~1 - $1,~,~
PI =$1,~,001 - $5.0~.~
~See Colu~ C2~
U =B~k Value
V ~b~
W =Esumale~
P2 =$S.~,~I - ~5,~ ~
(5)
ldent~W of
buyer/seller
(ffpnvate

Page 30 of 77
Date of Report
9/t3J2o~o
[ White, Helene N.

A
Description of A~sets
(including rmst asse~s)
B,
Income during
reporting period
(2)
Place "(X)" at~er each ~set
exempt from prmr dtselosure
Amount
[ Code I
: (.A-H)
:
Type (e g.,
dry., rent,
orint)
C.
Gross value at end
of reporhng period
(t)
Value
Code 2
(J-P)
(2)
Value
Method
Code 3
(Q-W)
426. -Columbia Cash Reserves Money Market
D,
(t)
Type (e g.,
buy, sell
redemptmn)
(2)~ (3)
Gain
Date [ Value
mm/dd/yy ~ Code 2 Code 1
] (J-P)
(A-H)
[
~
~
~_
,
D~stributed
(pa, t)
101/09/09
Distributed
01/04109
428. --Easton Vance Inured Mumc~pal
D~stnbuted
01/09/09
429
Dislnbuted
01109t09
430. --Tampa Fla Rev Bond
Distributed
01/09!09
4.31
--Polk CnW Fla School Brd Bond
Distributed
01/09/09
432
---Frankliu Florida Tax Free Income Fund
Distributed
01109109
433
-Vendees Interest in unimproved Calif real

estate
Distributed
01/09109
427. -Blacluock Insured Municipal Income T~us~
--Delcath systems
434, MWCM LLC, ltd ptr, RE dvlpmnt Macomb, l

MI
None
435. Powder Inc. LLC, jnl interest in condo in

Coppper Mnt, Co
None
436
Codomimum, SnowmassCo
None
437
NJH Associates, panner limded partnersbip

interest m:
D~stnbutton
438
-Vendees mterestin ummporoved Cahfi~mi~

propert~j
439. -BJW Associates Real Estate NYC

440
-Lexington Ave Assoc Real Estate NYC
441. -F~rst Sutton Assoc Real Estate NYC

442. -Asbury Plaza Venture, Real Eslate, Chicago
(4)
(5)
Identity of
buyer/seller
(ffprivale
transacnon)
IName
of Person Reporting
Date of Report
PagcFINANCIAL31 of 77 DISCLOSURE REPORT ] White, neleneN.
9/13/2010
VII. INVESTMENTS an d TRUSTS - i,,co,,,~ ~=t.e. tra=o~o,~ ani,a~ those o/ ~v ...... d dependent children; see pp. 34-60 of firing instructions.)
Descnpuon of Assets
(including trusl assets)
~xvmpt from prior d~sclosure
Income dunng
reporting period
(t)
(2)
]Amount Type (e.g.,
: Code I
&v rcnL
/Grass value at ~d
[of reporting period
(1)
(2)
Value
Value
Code 2
Method
Transactmns during rcporlmg permd

(1)
Type (c g..
buy, sell,
(2) O) ! (4)
Da~e
Val~c Gain
w~n!dd!yy , Code 2 Code I
(~)
ldcn~aty of
btryer/scllcr
443 -Alma Associates, Real Estate Arkansas

444 -Belmont Ma&son Assocmles Real Estate
NYC
445 -Lincoln lerrace Assocmtes, NYC
~46
447
NJHA Associates, lid partnership interest
None
[nt.fDiv.
P2
-4400Umverslty Lid Parlnersh~p
448. 2001 Trust, shared beneficial interest
449. -----NY Pub IMPS Bond
Buy
03119..09
450. -----NY Pub IMPS Bond
Buy
03119109
451. -----JPM Private Eqmty
Buy
04/03/09
452
Sold
01/09/09
PI
453 ..... JPM Tax Free MM
Buy
01/09/09
Pl
454_ -----US Treas B~lls
Buy
07/02/09
PI
Redeemed
12/31/09
P1
456. -----CalifRevenue Bond
Buy
09/29/09
457. -----AT&T BOND
Sold
01/29/09
.... Columbm NY Tax Exempt Reserves
455.
458
..... NYNY GO Bonds
459 .... NY Cfly Water Bonds
.....
l~m= Gain Codes

(S~ CoI~s B 1 ~d ~)
A =$1 000 or less
B =$1,001 . $2.500
C =$2,501 _ $5,000
D =$5,001 . $15,000
F =$50.~t - $1 ~,~0
G =1100 ~l - ; l.~,0O0
H I =$ I,~,~l - $5.~.0~
H2 =More ~ao
(See Col~ C2~
U ~ ~ al~
V ~t
W =Est~maled
E =$| 5.001 - |sa.ooo

Page 32 of 77
NameofP .....
Reporting
Date of Report
Whites Hdene N.
9/13/2010
VII. INVESTMENTS and TRUSTS - ~co,,, ,~r~,. ~o~c~, a~.d,, tSo,, 0 ~ ..... ~ del~ngent children; sec ptx 34-60 of filing instructlon.g)
A
(including tlust assets)
B
Income during
repol~mg period
(1)
(2)
Amount Type (e g.,
~, Code 1
dw, rent,
or mt)
!
C
G~oss value at end
[ of rep0rtmg period
(1)
(2~
I Value
Value
Code 2
Method
(J-P)
Code 3
D.
Transactions during reporting pertod
(I)
Typ~ (e.g,
buy, sell,
redemption)
(2) i(3) {.a)

Gain
Date ! Value
nmdddi3,."y i Code 2 Code |
r, (J-P)
(A-H)
:: (Q-W)
tl~ (A-H)_
460
I
]
i
..... Puerto Rico Rev. Bond
Buy
03/05109
..... P R Bond
Buy
03/10/09
463 .... -BY State Bond
Buy
03/19/09
464. -----NY State Bond
Buy
03/19/09
465 .... Calif Rev Bond
Buy.
09/29/09
466. -----CalifRev 8ond
Buy
09/29/09
467 ..... AT&T (Bond)
Sold
01129109
Buy
09/01/09
PI
Redeemed
10/1/09
PI
Sold
! 01/26/09
461. 2006 Trust: shared beneficial interest

462
468
Int./Div.
PI
..... NYNY GO Bonds
469 ..... NY C~ty Water Bonds

470
..... US Treas Bfl|s
47 I.
472
..... Columbia Cash Reserve
473
2007 Trust, shared beneficial interest
474.
-----PR Bond
Buy
03/I0109
475 ..... NY Bond
Buy
03/I 9/09
476. -----NY Bond
Buy
03/19/09
~e Colons CI ~d D3)
N =$250.~1 - $5~,000
Int./Dry
P2
0 =$500.001 - $~.0~,0~
Pl =~l.~0,0Ol - ~5,~,0~
P2 =[5.~0.~1 - $25 ~,~
(5)
ldemJty of
buyer/seller
(tfprivate
t ..... t, oo,
[ Name of P ....

Page 33 of 77
Reportiag
Date Of Report
9/13/2010
vtrhite, Helene N.
VII. INVESTMENTS and TRUSTS - Z.como. .*t,. tr,,~.~o., a.c1,a,s ~o~. of .,o~, ,,d d~nd~t chtldr~; see pp. 34-60 of filing ins.uc~on~)
NONE (No reportable income, assets, or transactionsO
A
Description of Asse~
0~ludmg ~st ~e~)
B.
]acom~ d~g
~ r~onmg p~d
O) [ (2)
Piac~ "(X)" ~t~r ~ch ~sel
exempt &ore ~or d~sclosure
~ount ~ T~ (~ g,
Code I
~ dry, ren~
(A-~ ] or tnt)
r
47~
C
Gro~ value al cad
~ of reporting p~od
[ O)
, Va~e
Code 2
j (J-P)
]
(2)
Value
Method
Code3
[ (Q-W)
..... US Treas Bdl~
D
Tran~ac~om dunn~ ~e~nm~ ~nod
(O
T~e (~.g,
buy, sel~
re~mptton)
~ (2)
~ Dale
, ~~
,
Value
Code 2
tJ-P)
[
~dcemed
07/0~09
P2
478.
Buy
07~09
P2
479
Redeemed
12/31!09
P2
Buy
09129/09
:481. -----Columbia Treas Res
Sold
!01109/09
PI
482 ..... Columbia NY Tax Exempt Reserves
Sold
O1:09109
P2
483. -----JPM Tax Free MM
Buy
01109109
P2
484 ..... AT&T (Bond)
Sold
01/29/09
Buy
04103109
Closed
I/1/09
491. -----WRB Associates 2 office ..... bldgs

Long Island
Dtstnbuted
01/01/09
492. -----NJH, limited pannershtp interest
Distributed
01/01/09
493. - ..... NJHA, Imtled partnership interest
Distributed
01/01109
480 ..... CaI Rev Bond
485
..... NYNYGOBonds
486. -----NYC~tyWaterBonds
487
..... JPM Private Equdy
488
Estate JJ~3i,. executor and shared beneficml

Interest:
489. -----BOA accnt ~l
Interest
490 ..... BOA accnt #2
tSee Col~n C2)
u =B~k V~
V ~h~
W =~.~md
Gain
C~ I
(A-H)
td~Bu~ of
buys/seller
(ff pn~te

PageFINANCIAL34 of 77 DISCLOSURE REPORT [
]Name
of Person Reporting
Whlte, HeleneN.
Date of Repo~
9/13/2010
VII. INVESTMENTS and TRUSTS NONE (No reportable income, assets, or transactions.)
A
DescstpUon of As~ts
(mcMdmg trust assets)
~
B
,, Income dmmg
r~o~mg period
(~
Place "(X)" aft~ och ~t
ex~pt flora pnur d~sclosure
~ouat
I C~e I
(A-H)
D
T~Oons dung re~mng ~nod
C
Gross vMue at end
of reposing
~i)
T~ (e 8-,
dw., r~L
Value
Cod~ 2
~2)
Value
Method
O)
T~ (.g.,
buy, sell,
(2)
Da~
~d~
(3) --(~)
(5)
Value Ga~
Code 2 Co~ I
Id~ of
buyeris~ll~
..... ~ _(Q-W)~-~-Distributed
01/09/09
501. --
Buy
01/31/09
502. --
Sold
(P~)
02/28109
P2
503.
Buy
03/31/09
Sold
(part)
04130/09
Sold
(part)
05/31/09
506. -
Sold
(par0
06/30/09
507.
Sold
(part)
07/31/09
P!
508.
--
Sold
(part)
08,31/09
P2
Sold
09/30/09
PI
10/31/09
PI
494.
-----Col~b~a NY Tax Exempl Res~
495, -Marc Pharmaceutical stock
496,
P2
-Smtth Barney brokerage accnt
V~sact~on)
497, -entrada networks mc
498 --neo-slem Inc

499.
-zhone teehnologms
500
Columbia NY Tax Exempt Reserves
Interest
--
504
!505.
--
509. --
(part)
Sold
:510. -
(part)
lncome Gum Codes

(See Column:; B 1 alld D4)
Value Codes
A =$1,000 or less
F =$50,001 - $100 000
J =$15 000 or less
B --% 1.001 - $2.500

G =$IOO,001 - $1,000,000
K =$15,001 - $50,000
C ~$2.501 - $5.000
111 --~1 000,001 - $5.000.000
L =550,001 - $100,000
D =$5.0OI - $15.000
112 =More than $5,000,000
M =$100,0OI - $250,000
(See Columns CI at.d D3}
N ---$250.001 - $500,000
0 =$500.001 - ~ |.000,000
Pl =$1.000,001 - $5.000,000
P4 =More than $50,000.t30g
S =Assessment
9 =Esnmated
P2 =$5,000,001 - 125000.00O
Value Method Codes

fSee Column C2)
p~ =$25,00(I,0tI - $~0.000,000
Q =Appraisal
U =Book Value
R =Cost (Real Estate Only)

V =Other
T =C~sh Market
E =$15.0OI
Date of Report
S.m. of Per*oil Reporting
9/13/2010
White, Helene N.
Page 35 of 77
VII. INVESTMENTS an d TRUSTS - ~.eo,,,, ~,~, t,a.,=cn~., a.cl.a,, ~o,, oi,ro,,, .,~ ~,~,.~t ~i~a~,.: ,~, p~. 34-60 of filing ins~uc~n,)
NONE ~ro reportable income, ~sets, or transaction)
De~nplmn of A~
(including ~st as~)
Pla~ "(X)" ~ ~ch ~set
~pt ~om prior d~sclo~
In.me during
~ Gross value at end
of repomng pe~od
~ r~o~mg ~r~
([) (~)
(t)
(~)
0)
~
Value
T59e (e.g,
VaM~
~ Amount T~ (e g.,
Code 1
Me~od [
buy, sell,
Code 2
dw., renL
~
(A-H)
or inI )
0-P) ~C~e
~Q-W)
3
te~mpnon)
]
Tr~sacoons during ~mg ~nod

i (X~ (3) ~4)
Value
Gain
~ Date
~ m~d&~ Code 2 Code 1
(J-P)
(A-H)
om~s~on)
511. --
Sold
(pa~)
11/30/09
512
--
Sold
1~31/09
513
Del SWR Rev Bond
Interest
Buy
10/30/09
514
Rhohck Foundation, Trustee
Int./Dry.
PI
5!6 ..... ATVI
Buy
01/16/09
517
Sold
(part)
07101/09
519. -----AFG
Buy
02/26/09
520
Buy
04/29/09
521.
Sold
(pan)
10126/09
522
Sold
(part)
10127/09
523 .....APA
Buy
01106/09
525
Sold
10/02/09
526. -----T
Bu~,
04/03/09
527.
Sold
(part)
05:08/09
515 ..... Cash Accumlatlon Trust
518 ..... ATG
524
Buy
07/30/09 J
(paa)
(~e Cd~s CI and D~)
N =g250 ~l - i~0,000
O =~5~.001 - ~ i,~,~0
PI =$1,~,001 - $5,~,0~
P2 =$5.~,001 - $25 ~,~
(5)
Identt~ of
buyer/seller
(ff~vate
Name of Person Reportlug
DateofReport
Page 36 of 77
9/13/2010
[ White, He|eneN.
VII. INVESTMENTS and TRUSTS -ingome, value, tea .... ~ions (Includes those of ~p~$ and d~pendent children; see pp. 34-~0 of fillng instructions.)
A.
Descnphon of Assets
[including trust assets)
Place "(X)" aft= each asset
exempt from prior d~selosure
!
I
I
B
Income dunng
repo~ng pcnod
C.
Gross value at end
of~portmg ponod
! (2)
O)
AmoUntcode
Type
1 (e g,
dry., ~ent,
(A-H)
or mt )
(2)
(1)
Value
Code 2
(J-P)
528.
D.
TransacUoas during reporting period
(_9) (3) i (4) -- ~) ---~

Value
Type (e.g.,
Date
Value
i Gain [
Method
buy, sell,
.mm/dd/yy Code 2 ~ Code 1 I
Code 3
redemption)
(Q-W)
i
[~
Sold
07/01/09
Sold
08/05/09
Sold
02/10/09
531. -----CSCO
Buy
01/23/09
532 .....GLW
Sold
01/13/09
(part)
529.
530.
-----CPKI
(part)
.533.
Sold
02./23/09
534. -----CVS
Buy
04/03/09
535
Buy
05/07/09
536.
Sold
07/01/09
537.
Buy
08/0409
Buy
10/06/09
Sold
05/02/09
541.
Sold
(parl)
06/18/09
542. -----XOM
Buy
04/29/09
543
Buy
[ 08/03/09
544
Buy
09/17/09
I 538 ..... DNR
Sold
08/17/09
(part)
539
540. -----EQT
(part)
Income Gain Codes
Columns C 1 ~d D~)
N =I250 ~1 - $500,000
0 =$500.001 - ~1,000,0~
P[ -~ I,~.~1 - ~5,~.~
P2 =lS,~,O0l - ~25,~,~
Identity of
buyer/seller
transac~on)

Page 37 of 77
DateofRepor~
NameofPersanReportiag
White, llelene N.
9/13/2010
VII. INVESTMENTS and TRUSTS - i=o,~e, ,o~.,, =~=~,n$ anaud~ ,ho~, q ~pou,e ,~ ~,~,~, children; see pp. 34-60 Grilling in~u.ion~)
NONE ~o reportable income, assets, or transaction.)
A
~s~puon of Asset~
(including ~st ~ts)
Place "(X)" a~ ~ch ~t

exemp~ from pnor disclo~r
"
D
Income dunng
rcpomng ~od
l
Gross value at end
of reining ~od
(2)
O)
~ount ~ T~ (e.g.
C~e ~ ~ d~v, ~
Value
Code 2
Tr~sacuons ~nng re~ng period
-" (2)- [
Va[~e
Method
[
~
: (2)
Da~
~
~d~
(3)
Va~e
Code 2
Co~e ~
~4~
Sold
10!02/09
54~
Sold
12/1 ~109
547 .....FISV
Buy
02/19/09
548
Buy
05/04/091
Sold
01/27/09
550
Sold
03102/09
~51 ..... XEL
Sold
01/09t09
552 .....GE
Sold
05/08/09
553
Sold
07107109
554
Sold
10/07/09
555 ..... HCC
Sold
01/26109
556.
Sold
I 0/30/09
557. -----HPQ
Buy
10;19i09
558. -----INTC
Buy
10/14/09
559 .....IVZ
Buy
05/26/99
560
Sold
(part)
03/06/09
561
Sold
04/03/09
549 .....FRX
(~)
T~ (=.g,
buy, ~ll,
2 Value Cod.~
(See ColurnDs CI and D3)
(Sce Co urtm C2)
(part)
(pan)
(p~)
(part)
(part)
(paa)
(part)
N -$250.001 - $500.000
K =$15,001 - $50,000
0 =$500.001 $1,000,000
L :$50,001 - $100.f~O
PI =$1,000.001 - $5.000,0Q0
U =Book Value
V =C~h~r
W =Esllmaled
J =$ 1.5.000 or less
M =$100,001 - $250.000
P2 =$5,000,001 - 11~5,000,000
buy~/seli~
[ Name of Person Reporting
Page 38 of 77
DateofRepol~
White, Helene N.
9/13/2010
VII. INVESTMENTS and TRUSTS - i.co~, .... i,~. ~n~ec,lo.~ a, ct~,~ t~o~
A.
Des~:nptl~n of Assets
(including mast assets)
exempt from prior d:selosore
B
Income during
I reporting l~enod
C
D.
Gross ".aloe at end :
Transacttons during ~eportmg period
of reporting period
(I) ! (2)
] (1)
! (2)
I
(!)
(2)
(3)
(4) :
(5)
Amount
Type (e g.,
Value : Value
Type (e g,
Date
Value
Gain
C~de I I d~.., rent.
Code 2
Me~od I buy, sell,
rntrddd.,yy Code 2 Code I i
(A-H) ]
or mt)
(J-P) t Code 3 i redemption)
(J-P)
(A-H) !
~ ....
[ (Q-W) i
i
I
562. ----IRM
Sold
(par~)
01/09/09
563
Sold
04/24/09
.1
564.
Sold
(part)
07/07109
565.
Sold
(part)
08/04/09
5~6
Sold
11117709i
567 ..... JNJ
Buy
03/19/09
Sold
02/17/09
Sold
(paa)
08/18t09
Sold
;04114/09
Sold
04~1;09
Redeemed
08/01/09
574. -----MDT
Sold
(part)
05!22109
575, -----MSFT
Buy
04:20/09
576.
Buy
08!06/09
577
Buy
09/I 1/09
568. ---JPM
569. -----KSS
i 570.
,
57!. -----MAN
t
~, 572.
573. -----MI Bond
578. -----MYP
0,art)
(part)
Identity of
buyer/seller
(ffprivate
tran~ac,,on)
I Name of P ....
Da,e of Report
Reporting
9/13/2.010
Page 39 of77
I
i~e, t, ansactlons ([tmludes those of sp ..... nd dependent children; see pp. 34-60 of fillng instruction&)
VII. INVESTMENTS and TRUSTS - t, co.~ ....

--]
White. Helene N.
NONE (No reportable income, assets, or transactior~v.)

Descnptton of Agsels
(including trust asse~)
exempt from prior d~closure
Income dunng
reporting period
i Amount
Code 1
(A-H)
Type (e g,
dsv, rent,
nrint)
Transactmns during reporting period
Gross value at end

ofreporhng period
Valnc
Code 2
i (J-P)
Value
Method
Code3
(Q-W)
[ Type (c.g,
buy, sell,
[
]redemption)
[ ....
Date [ Value
Gain
rm~dd,b,y [ Code 2 Co&: I
!(AII)
~__
/ (JP)
.___~..
Buy
03/20/09
Buy
05/05/09
Sold
(part)
01/28/09
582.
Sold
02/10/09
583 ..... PPDI
Buy
02/23i09
584
Sold
(part)
07107109
585.
Sold
(part)
07/27/09
586.
Sold
(part)
07,30!09
587.
Sold
09/01/09
Sold
(part)
06/22109
Sold
(part)
07/23/09
Sold
(part)
02/02/09
Sold
02124/09
Sold
(part)
05/13709
Sold
07/29/09
Sold
(part)
04727/09 i K
579
..... NU
580
581
..... PFE
588
..... RSG
589
590
..... SSW
591.
592
..... TTEK
593
(pa~)
594.
Sold
l 1/17109! J
595. -----TMO
Income Gain Co~es
A =$1.000 or less
Value Cod~
{See Columns CI and D3)
J ~$l 5 000 or les.~

N =$250.001 - $500,000
K ~$15.00| - $50 COO

0 ~$500.001 - $ I,I)~O.000
L =$50.0~1 - $100.000
PI -:$1,099,001 - $5,090.009
M =$100.00l - $250.000
ldemdy of
buyer/seller
0fpnvate
transacoon)

Page 40 of 77
9/13/2010
White, Helene N.
VH. INVESTMENTS and TRUSTS -
reportable
NO~
income, assets, or transactions.)

B.
Income dufiBg
reposing period
A
(including ~t asse~)
C,
Gro~s value at end
of ~nmg p~od
Tr~saclmm during re~g ~n~
Ident~ of
exempt ~m prior ~sclosur
dw., renL
(A-H)
ormt)
I~
Code 2
M~
buy, sell,
~
(Q-W)
596.
597. -----T~
Sold
08/20/09
Sold
0102109
Sold
07/30109
(paa)
598.
~ ......
~ __ t~saction)
C
vwo
600
..... WEC Bond
Sold
08/04/09
601
..... APC
Buy
04/09/09
602.
Buy
08/04/09
603
Buy
12/09/09 K
604
Sold
07/07/09
605.
Sold
(part)
10/07/09
606
Sold
(part)
I0/21/09
Buy
01/09/09
608
Buy
02/18/09
609
Sold
(part)
02/25/09 J
Buy
01/26/09 l
Buy
05II 5/09
Sold
(part)
08/12/09 K
607
1610
(p~)
..... AAPL
..... BRKB
611.
612
..... IWC
Income G~m Cod~

(See Colurrms B I and D4)
Value Codes
A =$1.000 o~ less
Ic =5,50,001 - $100,000
J =$15,000 or ]~s
B =$1,001 - $2,500
G =$10~J,O01 - 5, l J)00.000
K =5,15.001 - $50,000
(S~e Columns CI and O3)
N =$~50,001 - $500,000
O =$500.001 - $1.000,000
C =$2,501 - $5,000
HI =5,1.000,0~l - $5,000,000
L =5,50.001 - $100.000
PI =$1.000.00l - $5 O00,000
J
C
D =15,001 - $15,000
1t2 =More that3 $5.000.00~
M =$100,0OI - $250.~30
P2 =$5,000,001 - $25,1]00,000
E =$15,1~)1 - $50,000
N.meof Person Reporting
Page 41 of 77
White, Helene N.
Date of Report
9/13/2010

A
Desc~ptton of Asse~
(including m~st a~)
B.
In,me dunng
rcpofling ~od
(2)
Phce"~)"afler ~ch~sel
diglmure
erupt
Imountl T~(~.g.,
~~
div., ren~
C
Gross value at end ~
of re~mg p~nod
(0
(2)
Value
Code 2
Value
Method
613.
614
615
..... MHS
.....MET
D.
Transactto~ durmg rc~ng ~tod
(1)
T~e(eg.,
buy, scH,
(2) (3)
(~1
Date ~ Value Gain

n~d~ ~ Code 2 Code
Sold
(part)
0~17/09
Sold
01/09/09
Sold
03/06~09
(pa~)
616,
Sold
04/03109
617
~ld
05/12/09
Sold
{part)
03/12/09
Sold
04107/09
Sold
07/27!09
Buy
04/2~09
622
Buy
04/29/091
623.
Buy
08/07/09 J
624
Buy
10/02/09
Sold
0MI0109
Sold
(part)
09~06109
627
Sold
(part)
05/15/09
628
Sold
07129/09
618
..... UYG
: 619
620
..... StiPGY
621
..... TEVA
(part)
625
626
(part)
..... WEC
629. -----XEL (Duphcate hne 535)
(Sc Coi~n~ C~ and D3)

3 Value Meted C~cs
N =$250.~I - ~500,0~
O =$500 001 - ~I,~.~0
Pl =$I.~,001 - $5,0~,~
P2 =$5,~)0,001 - $25,~0 ~
Q = Appt msal
R ~ost (Real ~atc Only~
S ~ssment
~ =Cash M~ket
(5)
Id~dDof
FINANCIAL DISCLOSUREREPORT
Page 42 of 77
Date of Report
9/13/2010
[ White, He erie N.
VII. INVESTMENTS and TRUSTS - i,, ...... t,,e, a" ..... tions (Includes these of sp ...... d dependent children; seepp. 34-60 of filing instructions.)
[~] NONE (No reportable income, assets, or transactions.)
A
(mcludmg trust asse~)
Place "(X)" afro" each asset
B
Income during
reporhng period
AmountI Type (c.g,
Code I
d~v, rent,
(A-H)
or mt)
C.
Gross value at end
of reporting period
Value
Code 2
(J-P)
Value
Method
Code 3
(Q-W)
D
Transactions dunng reposing period
Type (c g,
buy, sell,
redemption)
Date
Value
mm/dd/yy Code 2
(J-P)
Gain
Code I ]
(A-H)
__
ldenttty of
buyer/seller
(ff private
transaenon)
630. -----FHLMC
631. -----GILLETTE Co Bonds
Sold
08/04/09
632. -----WEC Bond
Sold
08/04/09
633 ..... D~s Bond
Sold
08/04/09
634. -----EMR Bond
Sold
08/04/09
635. ----IBM Bond
Sold
08/04/09
636. ----AT&T note
Sold
08/04/09
637. -----FL Pwr It Bond
Sold
08/04/09
638. -----Boeing Note
Sold
08/04/09
639. -----WF Note
Sold
08/04/09
640 ..... BOA Note
Sold
08/04/09
641. -----WWJ Note
Sold
08/04/09
642. -----GECP Bond
Sold
08/04109
: 643. -----KBLY CLK Nole
Sold
08/04/09
644. -----KOA
Sold
08/04/09
645. -----US Treas Notes
Sold
(part)
08/05/09
646 ..... Abbott
Buy
04/I 5/09
Income Gala Codes

(See Columns B 1 and D4)
A :$1,000 or less
F =$50,0OI - $100.000
B --$1,001 - $2,500
G =$100.001 - $1.000.000
C =$2.501 - $5,009
It I ~$1 000.1KII - $5,000.000
D =$5,001 - $15,00~
112 =More lh~a
{Se~ Columns CI and D3)
N ~$250,001 - $500.000
I)3 =$25.(~O,091 - $50,000.000
O =$500.001 "- $1.000,000
Pl =$1.000.001 - ~5,009,009
P4 =More ea~ $50,000,00{}
P2 =$5.000.001 - $25.1~0,000
{See Colunm C2)
U =Book Value
V ~Oiber
W =Enlmn~ed
E =$15,001 - $ 50.000

Page 43 of 77
Date of Report
9/13/2010
White, Helene N.
VII. INVESTMENTS and TRUSTS -i,~o.~. vo/~, ,,o.soe~o~ a, dud,s thos~ o~o~ ~ ~, ~,~.: ~ ~. ~0 oy,~i.g i.~.~,~.~
NONE ~o reportable income, assets, or tra~actions.)
A
Descnptmn of Assets
(including ~st ~)
B
In.me dunng
re,grog ~n~
0) ~ (2)
Place "(X)" after ~ch ~sl

~empt ~om prmr d~sclo~re
~ounl [ T~ (.g.,
Code 1 I div, real
(A-~
or mr)
C.
Gross value a~ end
of re~mg penod
(0
Value
Code 2
(J-P)
<2)
Value
Method
Code 3
: (Q-W)
D
Transac~ons dunng ~e~ng ~r~od
l
]
~
(0
i; T~ (e g.,
b~, sell,
red~ption)
(2)
(3)
(~)
(5)
~t
Value
Code 2
(J-P)
Gain
Code 1
(A-H)
Ident~ of
buyer/seller
(ffpnva~e
~sacUon)
~7
Buy
~/20/09
648
Sold
(parO
07/28/09
649 ..... Affihated Computer
Buy
05/22/09
650
Boy
06/03/09
651
Sold
(part)
I 1/03/09
652.
Sold
(part)
11/16/09
653 .....AGL Res lnc
Buy
01/08/09
654
Sold
07/30/09
655 ..... AMGN
Buy
04129109
656
Buy
07/30/09
657
Buy
09123109
658. -----APOL
Buy
05/I 5/09
659
Buy
07/30/09
660
Buy
09/28/09
661 ..... AVAGO
Buy
10/21/09
662 ..... CAG
Buy
01/28/09
663
Buy
12124109
Income Gain Codes(See Columns B I and D4)

value Codes
A =$1,000 or le~s
F =$50,001 - $100,000
J =$15.000 or less
B =$1,001 . $2.51]O
G -~100,001 - $1,000.000
K =$15,001 - $50.000
(See Columns CI and D3)
N =$250.001 - $.~00,000
O =$500.001 - $1 000.000
P3 =$25,000.00! - $50,000.000
Value Method Codes

(See Column C2)
Q =Appraisal
O =Book Value
R =Cosl (Real IL~uate Only}

V --O~h~
C =$2.501 - $5.000
HI =$1.000,001 - $5.000.000
L -$50.001 - $100.000
D ---$5.001 - $15.000
H2 =More than $5.000 000
M =$100.001 - $250.000
Pl =$1.000 001 - $5,000,000
P2 =$5.000.001 - $25.000,000
p4 =More than $50.000,000
S =Assessment
W =Estimated
3 :=Cash Market
E--S15.0OI- $50,000

Page 44 of 77
w,,,..
~,,, tr ..... tions (l,,dudes those of sp ......d del~endent children; see pp. 34-60 of finng instructions.)
VII. INVESTMENTS and TRUSTS - i ........

[~
Date of Report

A.
B
Income dunng
Descnplton orAssets
Oncludmg frost assets)
, reporting period
(I)
exempl from prior disclosure
Amount
Code I
(A-H)
(2)
Type (e g,
d)v, rent,
or rot)
C
Gross value at end
of reporhng period
D
Transactions during reportmg period
(])
Value
(2)
Value
(I)
Type (e.g,
(2) [ (3)
Date
Va]ne
Code 2
(J-P)
Method
Code 3
buy, sell,
redemption)
mnddd/yy Code 2
(Q-W)
664,
I (JP)
~,
(4}
(3am
Code 1
(A-H)
transaction)
I1
Sold
07/07/09
(5)
Identity of
buyer/seller
0fpnvate
(part)
665. ----FMC
Buy
05/11/09
666
Buy
07/30/09
667.
Buy
08/27/09
668.
Buy
11/09/09
Sold
10/06/09
670. -----CPO
Buy
10/29/09
671
Buy
I I/03/09
672. -----Devon Energy
Buy
12/07/09
673.
Buy
12/21/09
674. ----Devry
Buy
10115109
675 ..... IBM
Buy
01/09/09
676
Buy
04/27/09
677 ..... MMC
Buy
01/2 1/09
678
Buy
02/I 1/09
679
Sold
05/06/09
Buy
05/13/09
669.
680
(pan)
..... MCD
Income Gain Codes

(See Coh~mns B I and D4 )
Value Code~
{See Columns C I and D3)
Value Method Codes
(See Column C2)
A=$1 000 or less

F =$ 50,001 - 5100.000
J ~$15,000 ot less
N ~$250,001 - $500,000
P3 =$25.000.001 - $50,000.000
Q =Appraisal
U rBook Vnlue
B-~I,001 -$2,500
13 =$ 100.001 - $ 1,0~0,000
K -$15.001 - $50,000
O =$500.001 - $1.00~),000
R =Cost (Real Estate Only)
V ,:Olho
C =$2,501 - 55,000
H 1 =$ 1,00~,001 - 55.000,0~1
L =$50,001 - $100,000
Pl =$1,00O.00l - $5,000,000
P4 =Mote than $50,000.000
S =Assessmenl
W =Esttma~ted
D =$5,001-515,000
H2 =More than
M =$100,O01 - 5250,000
P2 =25,000,001 - $25.000,000
T --Cash Market
E =515,001 - $50.000

Page 45 of 77
i s~eo~r~o~a~po~t~.~
DateofReport
9/13/2010
White, itelene N.
VII. INVES TMENTS and TRUSTS - ino~,~ ~el~, ,,~n.,aaio,, anaud~ ,hose olsP ..... d dependent children; see pp. 34-60 of filing instrucaang)
Description of Asset:~
Place "(X)" afxer each asset
exempt fiom prior d~sclosttre
[
I
Income during
reporting imnod
,~" O)
(2)
t[.Amount
Typ~ (e.g.
div., rent,
ormt.)
i Code I
i (A-H}
[
D
Transactions dunng reportlug period
Gross value at cad

of reporting period
~)
Value
Code 2
(J-P)
(2)
O)
Value
Method
Code3
(Q-W)
"l"ype (e g,
buy, sell,
redemption)
(2)
(3) [ ~4) [
(5)
[ Da~e
i mm;dddyy
i
Value [ Gain]
Code 2 Code I
U-P)
(A-H} !
Identtry of
buyer/seller
(ffpnvate
t ......iron)
Ii
681
Buy
07/30/09
682
Buy
09/28/09
Buy
11/16/09
684 .....NE
Buy
11/13!09
685
Buy
l 1/27/09
686 .....NBL
Buy
01/02:09
687.
Buy
08/04/09
688
Buy
08/07/09
Buy
08/26/09
Sold
I 0/26/09
..... PEP
Buy
05/04/09
692. -----DBA
Buy
I 0t26/09
Buy
04,28/09
694.
Sold
(part)
07/30/09
695. -----RGA
Bu3
03i03/09
~96.
Buy
07/31/09
697
Sold
(part)
I 0,r29/09
683
689
.... MHP
..... NTRS
690.
691
693
..... PG
I Income Gain Cod~s

(See Columnt B I and 04)
2. Value Codes
(S~e Co|urnB~ C I and D3)
] Val~ Method Codes
(See Column C2)
A =$1 000 or I~ss

F =$50.001 - $10~,000
d =$15,000 or 1~
N =$250,001 - $500 000
P3 =$25 000,0Ol - $50,000,000
Q ~Appt,~sal
U =Book Value
B =$1,001 - $2,500
G =$10It,001 - $1,000,O00
K =$15.001 - ~50,01X)
O =$500.001 - $1,D~0,000
C =$2.501. $5.000
HI =$1.000.001 - $5 0~O.000
L =$50,001 - $100,000
PI =$l.0011.00l - $5,000,000
p4 =More ~aa $50
O -~5,0~11 - $15.000
H2 =More than $5,000.000
M =$100 0OI - $250,000
P2 =15 000.001 - $25 000,000
R =Cosl (Real Eat~te Only)

V =Other
S =Assessment
W =Egttmated
"~ =Cash Market
E ~$15.001 - $50.000

Page 46 of 77
Name of Person Reporflmg
Date of Report
IWhite, ne~e,,~ N.
9/13/2010
VII. INVESTMENTS and TRUSTS - i .... o, value, t ...... tiont (Includes those of sp ...... d dependent children; seepp. 34-60 of f!ling instruclions,)
Description of Asset~
I[
Income dunng
reporting period
, Gross value at end

of reporting period
[ Amount Type (e g.,

I Code 1 d~v,, rent,
I
I
Value[ Value
Code 2
Method
I
Type (e g,
buy, sell,
(Q-W)__
Transactions danng reporting period
Date
Value
I
[, mm/dd/.vy
. Code 2
Buy
06/23/09
699.
Buy
08/06/09
700 ..... SPDR GLD
Buy
02/12/09
701 ..... TYC
Buy
05/I 1/09
702
Buy
01t26109
703.
Buy
04/08/09
704.
Sold
08/20/09
705 .... WMT
Buy
05115109
706.
Buy
09123109
707. W-R Faro. Foundahon, Dir

708
Int./Div.
PI
..... US Treas cas res insll
709 ..... AIG

710. -----AMGN
711. -----BRK B
712. -----XOM
713. -----GE
714.
--J-fAR
(~ Colu~s CI and D3)
N =$250.~1 - [5~.~
0 =g~.001 - $1.0~,0~
PI =SI.~.001 - $5,0~,~
Identity of
buyer/seller
tran~cUon)
,[
698. ----S.IM
..... USB
Gain
Code l
P2 ~S5,~0,~1 - $25.~0,~

Page 47 of 77
] NameofP .....
DateofReport
Reporting
9/13/20t0
I
White, itelene N.
VII. INVESTMENTS and TRUSTS NONE ~o reportable income, ~sets, or transaction.)

A
Descnptmn of AsseB
(including ~st as~S)
B
Income dunng
~mg period
~ount
Codel
(A-H)
PIa~"(X)" after ~eh ~set

~emptfrompnord~clomre
T~e (e g,
div.,r~
or ml)
C.
;
Gross va~e al end ~
ofr~mg p~fiod
Value
Code2
(J-P)
Value
Metho~
Code 3
Q-W)
P2
D
T~nsacUons during ;c~nmg period
T~e (e_g,
buy, selk
redemption)
Date ~ Value ] Gain ~

I~d~t~I Code2 ICodel ~
(J-P) Y(A-~
~
t
]
[
~
Idenh~ of
buyer/seller
(ifp~vate
~sactloa)
715. -----~TC
716 .... MHS

717 ..... MP, X
718 ..... PFE
719. -----TXN
720. -----VZ
721. ----WFC
722 ..... TLT
723 ..... IEF
724. -----SHY
725
Brokerage Account #I0
Int./Div.
726 ..... Avlsta Corp
Buy
03/04/09
727
Buy
03/16109
728
Buy
04/07/09
729.
Sold
(pail)
09/17/09
Sold
09/17/09
09/17/09
730
(p~)
731.
Ineom Gain Codes

(See Colunms BI and D4)
Valu~ Codes
(ge~ Columns C I nod D3}
Value Method Codes
(See Colum~ C2~
Sold
A =$ 1.000 or less
F -$50,001 - $100.000
J =$15.000 oi" k~s
N =~250,001 - $500,000
P3 ~$25,000 001 - $50 000 000
Q ~Appra,sal
II -Book Value
B =5 I,O01 - $2.500
G --$100,001 - $1.000,fl00
K =$15,001 * $50,000
O =$500,001 - {1,000,000
R =Coal (Real Estate Only)
V ~Other
C ~$2,501 - $5 000
HI =$l,000.00l - $5.000,000
L =$50,0OI - $100,000
P1 -={;.000 001 - $5,000.000
P4 =Mole than $50.000.000
S =Assessment
W =Estlmaled
D --$5.001 - $ I 5,000
142 ~More than $5,000.0~t)
M =$I00.DOI - $250.000
P2 -{5 000,001 - $25.000,000
T =Cash Market
E ~$ I 5,0OI - $50,000

Page 48 of 77
Iwh.e, nelene N.
Date of Repor~
9/1312010
NO~ ~o reportable income, ~sets, or transactions.)

Desertion of As~
(mcl~mg ~st asse~)
Income d~ng
~ng ~n~
~ O)
P]ace"(~" after ~h ~set
~empt from prim di~l~ure
~nt
Code I
~ (A-H)
(~)
Gross value at end

[ of~poning period
~)
~
~
(~)
T~e (c g., . Value

Code 2
d~v. real
ormt)
[ (J-P,
Value
Me~od
, Co~3
(Q.~ .
[
.
Tmnsactm~ dung re~g ~d~
T~e (eg.,
buy. sell,
redempt,on
] (~)
(3) (~
.[ Da~
Value] Gain
~ md~ Code 2 Code l
~
(J-P)
(A-H)
rr~sacr~on)
~
732. ----Smucker
Buy
05/I 5~9
733.
Sold
08/07/09
734 .... Abbott t,aboratones
Buy
10/I 5/09
735 ..... American WTR WKS CO lnc New Con
Buy
07/14/09
736. -----Ash Grove Cem Co
Buy
05/12/09
737
Buy
05/15/09
738.
Buy
05/27/09
739
Buy
09110/09
740. ----Berkshire Hathaway Inc DI CL A Fml~

Common
Buy
03/04109
741.
Buy
07/24/09
742 ..... Boswell JG CO Corn
Buy
050 9109
743 ..... BP PLC A.DR
Buy
04,28109
744.
Buy
07/24/09
745 ..... Bristol Myers Sqmbb
Buy
10/15/09
746 ..... Central I, ntral ILL Lt Co PFD
Buy
11/30/09
747. ----Coca Cola Co
Buy
:03/04/09
748
Buy
05/06/09
1~)
ldenti~,of
buyer/seller
(,fpriva,c
~;
[

Page 49 of 77
N~,,ofrerso. Re~.s,g
t~teofRepo,~
9/13/2010
White, Helen N.
VII. INVES TMENTS and TRUSTS - i~o~,~ ..l~, ,,.~o~o~ a~t~a~ ,~,o~o o/n, ..... ,a ~e~.~ ~it~,- ~ ~p. ~-~o o/,~~ ~tr~o.~.
A.
(inc]od~ng trust assets)
Place "(X~" after each asse~
749
C.
[ Gross value at end
Iiof repor~tng period
Amount Type (e g,
Code 1 [ div, rent,
i [A-H) [
or mt )
"value
[ Code 2
(l-P)
..... Conocophflhps
Value
Method
[ Code 3
D.
Transacnons during reporting period
Type (e g,
buy, sell,
redemption)
Date i Value
Gain
I mm/dd/yy [ Code 2 Code I
:
(J-P) i (A-H)
Buy
07/14!09
750. -----Elpaso P~pehne Partners LP Corn Unit

LTD
Buy
03/04/09
751
Buy
03/04109
752. -----Federated Investors Inc CL B
Buy
12/10/09
753.
Buy
03/13/09
754
Buy
07~8;09
755
Buy
09/17/09
756 ..... Johnson & Johnson
Buy
03104109
757
Buy
05/06/09
758 ..... K~mberly Clark Corp
Buy
04/28/09
759.
Buy
05/06/09
760 ..... Kraft Foods Inc CL A
Buy
03116/09
761.
Buy
IM/07109
762 ..... L~|ly Eh & Co
Buy
10/15/09
763
Buy
09/I 1/09
764. -----Merck & Co lne New Comm N/C
Buy
10/15/09
765
Buy
03/04/09
I
~
B.
Income dunng
I reporting I~nod
..... Enterprise Produc~s PPTNS LP
-----F~rstNall BK AIo.ska
..... M & T Bank Corp
..... M~crosof~ Corp
C~s CI and DJ)
N =$250 ~1 - $500,0~
P3 =$25.~,~1 - ~50.0~,~0
O =~5~.~1 - $1,~ 0~
Pl :gl.~0,~l - g5,0~.~
P4 =More ~ $50,~0 ~
P2 =$5,~.~1. $25 ~0,~
Identity of
buyer/seller
0fpnvale
transaction)

Page 50 of 77
~a~o~V~,so~a~p*,~
Wh|te, Helene N.
Dat of Report
9/13/2010
]
VII. INVESTMENTS and TRUSTS - i.co~, ~.~., tr .... ao.. (Includes those of SpOuSe and dependent children; see pp. 34-60 of fillng instruction,g)
---] NONE (No reportable income, assets, or transactions.)
A.
Descrsptaon of Assets
(including trust ~seLs)
B.
Income dunng
reporting period
:(AH)-
div.. rent,
orint.)
C.
Gross value at end
of reporting permd
Code 2
(J-P)
r Method
[ Code 3
(Q.W)
D.
Transactions dunng repo~ng ix:nod
!
i
I
boy, sell,
rederoptJon)
m.m/dd/yy i Code 2
[ [.I-P)
766.
Buy
03/16/09
767.
Buy
05/06/09
768. -----Morgan Stanley Asta Pacific FD lnc
Buy
,03/04/09
05/06t09
769
770. -----Newmont Mng Corp H1DG Co
Buy
03104i09
771_
Buy
03116/09
772.
Buy
05/06/09
773. -----NSTAR Elee Co PFD
Buy
03109109
774
Buy
03/04/09
775. -----Pepsico Inc
Buy
03104/09
776
Buy
05!06/09
777..----Pfizer Inc.
Buy
04!07/09
778
Buy
05/06/09
779.
Buy
10115109
780. -----Public SVC Elec & Gas CO PFD CUM
Buy
)4/27/09
781 ..... Rayonier Inc
Buy
03/I I109
Buy
03/04/09
782
..... Penn VA Resource Partners LP Corn

Unti Repstg L-ID
..... Royal Dutch Shell PLC Spons ADR

Repstg B SHS
...... Income Gain Code~.

(See Cotumas BI and D4)
(See Cohmms CI and 03)
(A-H)
A ---$|.000 or less
F =$50,001 - $100,000
~ =$1,00| - $2,500
G ~1100.001 - $1.000,000
C ~$2.501 - $5.000
III ~$1,000,001 - $5.000,000
D-~5,0OI - $15.000
142 =More I~a~ $5.000.000
N =$2 .~0.001 - $50D,000

P3 ---$25,000 001 - $50,000.000
O =$500.001 - $1.000.000
P1 ~$1.000 001 - ~5.000.008

P4 =More tha~ $50,000.009
P2 =~.5 000,0O| - ~25,000.0~0
buyer/~el|er
(lfpnvate
transact, on)
E =$1.~.001 - ~50 00~
Page 51 of 77
Date of Report
9/1312010
Helene N.
White,
VII. INVESTMENTS and TRUSTS - income, value, tr .... tions (Includes those of spouse and dependent children: see pp. 34-60 of f!ling instruciions.)
---] NONE (No reportable income, assets, or transactions.)
A
Descnphon of Assets
B
Income during
reporting period
Pluee "(X)" after each asset

exempt from prior d,selusure
Amount [ Type (e g.,

Code I [ di ..... t,
(a-x) ] or int.)
C
Gross value at end
of reporting period
Value
Code 2
Value
. Me,hod
(JP)
i Code
3
] (Q-W)
D
Transacuons dunng reporting period
Type (e.g,
buy, sell,
redempt,on)
Buy
783
784
l Date Value I Gain /

]mm/dd/yy Code 2 [ Code t [
(J-P) [ (A-H) [
[
05/06/09
07124/09
785 ..... Southern Co
Buy
09/10t09
786. -----Swiss Helvetla Fund Inc
Buy
03/04/09
787
Buy
05/06/09
788 ..... Umled Parcel SVC Inc CL B
Buy
08~10/09
-----Virg~ma Elec & Pwr CO PFD
Buy
04/28/09
790. -----W T B FINL Corp CMT CL B COM

Non Vtg
Buy
04/03/09
79 |
Buy
04/17/09
792. -----Wal-Mart Stores lnc
Buy
07114/09
793 ..... Wisconsin Pub SVC Corp PFD
Buy
~ 03/19/09
Buy
03/04/09
795
Buy
03/16/09
796
Buy
04/07/09
797. -----Hol~ Mich Pub Sehs G.O BDS See
Buy
03113/09
798. -----Newaygo Mich Fubhc Schs G. O Bonds
Buy
03119/09
799. -----Rochester M~ch Cmnq, Sch Dis G.O

BDS
Buy
03/!8/09
789.
794 ..... XCEL Energy lnc Corn
(~e Col~s CI and D3)
N =~250 ~l. ~500,000
O =$500.001 - $1,~.000
PI =$1.~0.00~ - ~5.~ ~
P2 =S5 ~0.0Ol - S25.~,~
Idenuty of
buyer/seller
(if private
l~msac6on)
FINANCIAL DISCLOSURE REPORT :,~ .... fPer~onReportlng

White, Helene N.
Page 52 of 77
D~lleofRepor~
9/13/2010
VH. INVESTMENTS and TRUSTS NO~E (No reportable income, ~sets, or transactions.)
A
(including ~st assets)
Place "(X)" afl~ ~ch asset
exempt ~om pr~or d~lo~r
[
]
B
Income d~ng
t~ing ~r~od
] (I)
(2)
~Amo~t
T~ (e,g,
~ Code I
dw.. real
, (A-H)
o*mt)
C.
Gross value at end
] of repoSing ~nod
l- {1)
(2)
Vah
Value
Code 2
Meted
Co~ 3
0-P)
D
Tr~1sa;t~ons dung ~g ~rmd
(1)
T~ (e g.,
buy, sell,
redempfon)
(2)
Date
[~d~
[
(3)-~ (a)
Va~e [ Gain
Code 2 [ C~e 1
(J-P) (A-~
8~. -----West Bloomfiel dM~ch Sch Dist G.O
Buy
04108109
801 ..... M~ch~gan Higher F~ Fats Auth Rev
Buy
~106109
802.
Buy
04/29/09
803 .... Macomb Twp Mich Bldg Aulh LTD
Buy
05/01/09
804
Buy
04/20/09
805 ..... Harper Creek M~ch Cmnty Sch Dtst
Buy
06!01109
806. -----Huron Mlch Sch Dist G. O BDS SER.
Buy
04/20/09
807. -.---Kalamazoo Mich Ciq Sch Dist G. O

BDS
Buy
03/25/09
808. -----Kent City Mich CMNTY SCHS Sch

BLDG
Buy
: 05/28/09
809. -----East China Seh D~st M~ch G O SCI-!

BLDG
Buy
04/2 1/09
810. -----M~ch~gan St G O BDS Clean Mich
Buy
04/29109
811
....Garden City Mich Sch D~st G. 0
..... Oxford M~ch Area CMNI-Y SCH D~st

GO
Buy
05/28/09 M
812. -----Oxford M~ch Area CMNTY SCH D~sl

GO
Buy
05106/09
813. -----Rochester M~ch CMNTY Sch D~st G O

Sch BDS
Buy
05106/09
814. -----Pontmc Mich Tax Increment Fm Auth
Buy
03/23109
815. -----Gibraltar Mieh Sch Dist Sch Bldg and

S~te BDS SER
Buy
03/05/09
-----Gibraltar Mich Sch D~st Sch Bldg and

S~te BDS SER
Buy
03/05109
816.
(5)
ldenfi~ of
buy~sell~
(ffpnv~e
mine of Person Reporting
Page 53 of 77
White, Helene N.
Date of Report
9/1312010
VII. INVES TMENTS and TRU STS ~
NONE~o reportable income, ~sets, or transactio~.)

A
Descnptmn of Asse~
(including ~st as~ts)
Place "~)" ~ ~ch asset
exempt from prior d~scl~u~
[
~
B
Income d~ing
r~o~ing ~od ~
C.
Gross value at ~d
ofrepomag ~n~
~nount T~c (e g., I Value

[ Code I ~ dry, ren~ [ Code 2
or int )~ (J-P)_ _
[] (A-H) It
D.
T~chons during re~ng ~nod
Value
Mthod
T~ (e g.,
buy, ~11,
redemptmn)
Code3(Q_W)
[ Date ] Va ue
mm[~ Cede 2
(J-P)
817
..... OVID ELSIE Mlch Area SCHS GO

BDS SER
Buy
03/18/09
818
..... South Lyon Mlch CMN~ SCHS ~
Buy
0~/06/09
819.
-----Det M~ch Cffy SCH Dlst GO BDS SER
Buy
07/23109
820. -----Easlern M~ch Untv Revs Rev BDS
Buy
04/07/09
821 ..... Detroit Mich WTR Supply SYS REV
Buy
03/03/09
822. -----Orchard Vnew Mtch SCHS GO BDS
Buy
03/10/09
823. -----Macomb CNry Mich Hosp FIN Auth
Buy
03112/09
824. -----Eaton Rapids M~ch Pub SCHS GO

School BDS
Buy
03/27/09
825. -----Southfie|d M~ch Pub SC|tS GO School

BDS
Buy
05101109
826. -----Southfield Mich Pub SCHS GO School

BDS
Buy
03/10109
827
Buy
04/16/09
828
Buy
04:17109
829. -----Puerlo R~co Comwlth Hwy & Transn
Buy
05128/09
830
Buy
05/20t09
831. -----Puerlo Rico Comwlth Hwy & Trans
Buy
06/01/09
832. -----Puerto Rico Comwlth Hwy & Transn

Auth
Buy
07123/09
833
Buy
06102109
..... Wayne Mtch LTD GO BDS SER.
..... Puerto Raco Elec Pwr Auth Pwr Rev

P~a- Rev
..... Ann Arbor Mtch LTD GO BDS

MAINTENANCE
2 Value Codc~
(.~ Colunms C I and D3)
N =$250.1X~1 - $500.000
P3 =$25.000 001 - $50.000.000
O =S500.001 - $1,000.0O0
P1 =$1,000 001 - $5.000,00~

P4 =More than $50.000.000
Oa~
~de ]
(A-~
P2 "$5 000.001 - $25.000 000
Idenfi~, of
buyer/seller
~cOon)(if prxvate

Page 54 of 77
VII. INVESTMENTS and TRUSTS - Zn~o .....
[ N ....f Person Reporting
Dale.f Report
9/13/2010
lue, transactions (Includes those of sp ....
nd dependent children; see pp. 34-60 of filing instructions.)
0ncludmg trust asse~)
Income dUnng
reporting period
Gcoss value at end

of reporting permd
(I) i (2)
Place "(X)" a~er each asset
exempt from prior d~losure
834
Amount i Type (e g.,

!, Code I
dry, rent.,
(A-H)
or int.)
j
--(1~ " (2)
Value
Codo 2
(J-P)
Value
, Method
[ Code 3
Transactions during reporting
(i)
(2)
TYl~ (e g.
buy, ~ell,
redemption)
Date
[ (q-w)
----Battle Creek M~ch LTD GO REF BDS
(3) I (4)
Value! Gain
Code 2 Code 1
[ mm/dd/yy
(J-P)
(A-H)
~
Buy
06/03/09
835. -----Freeland Mteh Cm.nt5." SCH D~st GO

REF BDS
Buy
05/29/09
836. ----Chelsea M~ch SCH DJst RefGO BDS
Buy
06/01/09
837. -----Portage Mteh PUB SCHS GO SCH

BDS
Buy
06/0~09
838. -----Three Rave~s Mtch Cmnty SCHS GO
Buy
06/15/09
839. -----South Haven Mich LTD GO BDS SER
Buy
06/09/09 !
840. ----San juan Basin Rty Tr Umt Ben [nt
Buy
05/06109
841.
Buy
05108/09
842.
Buy
05/I 1/09
843.
Buy
05114/09
844.
Buy
05/15/09
845
Buy
07i24/09
847 .... CMG Ultra Short Term Bond Fund
Buy
09/04i09
PI
848.
Buy
09124/09
PI
849
Buy
10/01/09
850.
Buy
11/02/09
846.
Brokerage Account #I 1
lnt/D~v.
P2
(~c CoI~s Cl and D3)
N =$250.~1 - $3~.~
O =~5~.~1 - $1 0~,~
PI -$1,000.~l - g5,~ 000
P2 =~5,~,001 - $~5 000 ~
Val~ Me~od C~es

(See Col~ C2)
Q =Ap~msal
U ~k V~
K ~o~ (Real ~ate Only)

V ~[b~
S =As~ssm~t
W =Esn~ted
T =C~sh Mabel
(5)
Identity of
buyerlsdlcr
0fpnvate
, ....

Page 55 of 77
D.*eofRepo,~
Nameof~er,o*Re~,n*~
9/13/20]0
White, Heleae N.
VII. INVESTMENTS and TRU STS - ~ .... ~ ,~, ~ ..... ~,~ a,a~d~ ~o~ o~~,o .... ~ ~e~, ~u,~ ~ ~e. ~-~0 o/~ ~,,~o~.~
NONE ~o reportable income, assets, or transaction.)
A
B.
0~dmg ~s~ ~)
In.me d~g
r~oaing ~n~
Gross value at end

of repofling period
T~nsact~ons during re~ng ~nod
P~ce "(X)" a~er ~ch ~set

ex~pt from prior ~scl~re
(l)
~nt ~
Co~ 1
(2)
T~e (e g,
d~v.. renK
(I)
(2)
Value
,
Code 2
Value
Method
(1) ~ (2) ~ (3) t4)

T)~ ( g,
~ Dale : Value
b~, sel~
~ ~ Code 2 Code I
Gum
,
_~
(5)
ldenfi~ of
buyer/sell~
Wansacnon)
(Q-W)
851,
Buy
12/0]/09
852. -----A~o Global High Income Fund
Buy
~ 09108;09
853.
Buy
10/08/09
854.
Buy
10/15/09
855.
Buy
10/21/09
856 ..... Pimco Corn Real Relum Fund
Buy
09/08/09
857
Buy
10/08/09
858.
Buy
10."15/09
859
Buy
10/21109
860.
Buy
10/29/09
861
Buy
11/16/09
862 ..... P~moc Developing Local MKTS Fund
Buy
09108/09
863
Buy
10/08/091
864
Buy
l O/15/09
865
Buy
!0/21109
866 ..... IShares MSCI Austraha Index
Buy
09/04/09
867,
Buy
10/09/09
P3 =$25,~.~1 - $50.0~,000
P4 =M~e th~ $50,~.~
I
~
I
FINANCIAL DISCLOSUR_E REPORT

Page 56 of 77
Date of Report
white, Flelene N.
9/13/2010
VII. INVESTMENTS and TRUSTS - inco~, ,.t~,, ,,o,~oc,io.~ :znct~a,~ thus, o1,~,o~, o~d aep,na,~t children; see p~ 34-60 of f!ti~ ins~uctions.)
NONE ~o reportable income, ~sets, or transactio~O
A
~scnpt~on of Asse~
(including ~st as~)
Place "(X)" after ~ch ~set
ex~pt ~m prior d~sclosure
B.
In.me d~ng
r~ing ~nod
(U (2)
~ount : T~ (e g.,
Code 1
dw., ren~
(A-H)
or tnt )
C.
~oss v~ue at ~d
of re~mg ~fiod
~)
(2)
Value
Value
Code 2
Me~od
(J-P)
Code 3
~
" D
Transac~o~ dung ~nmg period
O)
T)~ (e.g.,
b~, sell
~empfion)
(2)
(3)
Date
VaMe
~d~ ~. C~ 2
(J-P)
(4)
Gain
Code 1
(A-H)
(~)
Id~tiW of
buyerlseller
(ff private
--~
,
I
I
~
868.
Buy
10/16/09
869
Buy
10/22/09
870.
Buy
11/02:09
871.
Buy
11/17/09
872.
Buy
12/09/09
873.
Buy
12124/09
874. -----Ishares MSCI Brazil Free Index Fund
Buy
09/14109
875.
Buy
10/09/09
876_
Buy
10116109
877.
Buy
10/22/09
878.
Buy
11/02/09
, 879
Buy
11/17/09
880
Buy
I ~09/09
881.
Buy
12/24/09
882 ..... lShares MSCI CDA Index Fund
Buy
09/14/09
883.
Buy
10/09/09
884
Buy
10/16i09
Date of Report
Page 57 of 77
911312010
I While, Helene N.
Vll. INVESTMENTS and TRUSTS -i.co .... ~.o, transactions lnetudes tl~ose o./ st, ..... nd d~pendenl children; sea pp. 34-60 of f!llng instructions.)
A
B
~ Income during
reporting period
O) t (2)
Place "(X)" after ~eh asset
exempt from prior dtslosure
i Amotmt
! Code 1
(A-H)
Type (e.g.,
dry., rent,
ormt.)
C
Gross value at end
of reporting period
~ (O
Value
Code 2
(J-P)
(2)
Value
] Method
Code3
D.
O)
(2) i (3) ] (4) ~
Type (e g.,
buy, sell,
redempnon)
Dat
mm/dd/yy
ValueI Gain
Code 2 Code 1
(A-H) I
I (JP)
885
Buy
10/22/09
886.
Buy
11/02/09
887.
Buy
11/17/09
888
Buy
12/09t09
889.
Buy
12/24/09
890. -----ISHR MSCI Hong Kong Index Fund
Buy
09/14/09
891
Buy
10/09/09
892.
Buy
10/] 6/09
893
Buy
10,2Zt09
894
Buy
11/02/09
895
Buy
I 1/17/09
896
Buy
12/09/09
895
Buy
12/24/09
Buy
09/14/09
899
Buy
10,09/09
900
Buy
10/16/09
901
Bu3.
10/22109
898
..... IShares S&P NA Natl Resources Index

Fund
(See Columns B I ~nd D4)

2 Xalu Codes
(See Columns CI and O3)
F =$50.001 - $100,000
J =$15 000 or }ess
N =$250,001 - $500.000
G =$100.001 - $1.000,000
K ~$15.001 - $50,000
O ~$500.001 . 11,000 000
II1 =$1 .flO0.O01 - $5.0~0.ffgl

L =$50.001 - $100,000
PI ---~10~0,001 - $5,000.0~0
1"12 =More thsl~ 1t.000 000

M =$!00.001 - $250.000
P2 ~$5.000.001 - $25 (X)O.O00
(5)
Idenhty of
buyer/seller
(ffprivate
r~*me of Person Reporting
Page 58 of 77
Date of Report
w~ite, Helene N.
9/13/2010
VH. INVESTMENTS and TRU STS - i.~o.e, .~, tra~c~.~ rl.a.de, tho. oy ~ ..... d ~.~., ~u~.~; ~. p~ ~-6o o/~ti.g i~ao.~ ~
A.
Descnpt~n of Assets
(including trust ~L~)
exempI ~om prior d~sclo~re
B
Income d~ing
re~mng period
O)
12)
C~e I .
(A-H)
d~v.,~r~
or rot)
~[
C
[ Gro~ value at end
[ ._~f
r~o~ng ~fiod
O)
(~)
Code 2
(J-P)
Method
~ Code3
D
T~nsacUo~ d~g re~mg ~dod
~
O)
(2) I (3) [ (4)
(5)
buy, sell,
r~empfion)
~d~ Code 2
(J-P) (A-H)
buy~/svll~
(ifp~vnte
~on)
~(Q-W)
902.
Buy
11/02/09
903.
Buy
11/17/09
904
Buy
12/09/09
905
Buy
12/24/09
906. -----IShares S&P Global biatenal Index

Fund
Buy
09/28/09
)07.
Buy
I 0/09/09
908
Buy
] 0/I 6/09
909.
Buy
I 0/22/09
910.
Buy
11/02/09
911,
Buy
11/17/09
912
Buy
12/09/09
)] 3.
Buy
12/24109
914 ..... SPDR Metal & MNG ETF
Buy
09/28/09
915.
Buy
10/09/09
916.
Buy
10/16/09
917.
Buy
10/22/09
918
Buy
11/02/09
Income Gum Codes

(Se~ Columns 131 and D4)
Valut Codes
A =$1,000 or less
F :$50.001 - $100.000
J =$15,000 or less
B ,$1.00| - $2,509
G =$100,001 - $I.000,000
K =$15,001 - $50 000
(Set Columns CI and D3)
N ---$250,001 - $500.000
P3 =$25,0~0.001 - $50 000,090
Q =Appraisal
13 =Book V~Jue
O ~$50090| - $ 1.000,000
Value Mlhod Codes

(See Column C2)
R --Cost (Real I:~tat On~y)

V --,Other
C =$2,501 - $5.00D
HI =$1,000,0Ol. $5.000.000
L =$50.001 - $100,0~
Il ~$ 1.000r00| - $5,000,000
P =M~e than $50 000.000
S =As~exsment
W =Estimated
D ---$5,001 - $15.000
H2 =More Ihao $5.000.000
M =$100.001 - $250.000
P2 =$5.000,001 - $25,000.0~30
T =Cnsh M~d, et
E =$15.00I - $50.000
! n.m, ot v,~o, Repo~iug

Page 59 of 77
D,,, ofan, o.
White, Helen N.
9/13/20!0
VII. INVESTMENTS and TRUSTS ~ NO~ ~o re~rtable income, assets, or ~ansactions.)
~ ......
::
~
~scnptton of A~ets
(mcl~mg tn~t as~)
Place "(X)" after ~ch a~et

exempt from prior ~sclosure
~ ..... c
~, Income d~ng
~ repo~mg period
Gros~ value at end

~ of reportlng period
~ount
~ Code 1
(A-H)
Value
~ Code 2
[ (J-P)
T~(e,g.,
div. ~enL
ot im )
Value
Method
, C~ 3
Transactions dung re~r~g ~rtod
T~e (eg.
buy, sell,
rod~puon)
~ Date
[ ~t~
Value
Code 2
O-P)
919
Buy
11/17/09
920
Buy
12/09/09
921.
Buy
1 ~24/09
922 ..... Lanscaster Co. Neb. Sch D~s GO Bond
Buy
10/I 3/09
923. -----New York, NY GO Ref Bond
Buy
I 0/I 5/09
924. -----Cwmnett Cnty GA, Wtr & Sewer BDS
Buy
10/23/09
925. -----Columbia Acorn Fund
Buy
10/27109
926
Buy
10/29/09
)27.
Buy
11/0Z~09
928.
Buy
11/I 3/09
929.
Buy
11/20/09
930.
Buy
12/10/09
931 ..... Columbia Select Small Cap Fund
Buy
10/27/09
932.
Buy
10/29/09
933
Buy
! 1/02/09
934
Buy
1 I/I 3/09
935.
Buy
11/20/09
I Income Gain Codes
(Se Columns C I and D3)
Gain
Code ~
(A-~
A =$LO00 or less
B --~1.001 - $2,500
C =$2.50! - $5.000
D --%5.001 - $15.000
N ~250.00] - $500,000
0 =~500.001 - $I,000,000
PI =$1.000.001 - ~5,000,000
P2 =$5.000,001 - $25.000,0~0
ldenu~ of
~yer/seller
(if private
E =$15,001 - $50.000
] Name nf Person Reporting
Date of Report
Page 60 of 77
9/13/2010
I White, ne~e.~ N.
VII. INVESTMENTS and TRU S TS - inca .....
I.e, transactions (Include, tho,e of sp .....
d dependent children; see pp. 34-60 af fiilng instructions.)
D NONE (No reportable income, assets, or transactions.)
A~~
~--
D.
Income during
reporting period
Gross value at end

of reporting period
exempl flora prior d~sclo~c
div, ren~
t)
~ CA-H)
Code 2
(J-P)
]/ ....
Transaclions during reporting period
M~hod
buy, sell,
~pt,on)
Code(Q.W)3
~ Code 2 Code I !
~
(J-P) [ (A-H) ~
936. -----Brazos Cn~ Tex ~FS of OBL LTD

Bon~
Buy
11/05/09
937 ..... ~olumbm Sho~ Te~ Man Bd Fund
Buy
11105/09
938.
Buy
11/09/09
939
Buy
11/13/09
940
Buy
12/01/09
941 .... -Cook Cnt3t 111 GO Bonds
Buy
11/05/09
942. -----Pigeon Forge Term GO Ref Bonds
Buy
: 1 I/19/09
943. -----BA Hedge Fund
Buy
11/23/09
944. - .... Clarkswlle. Term Elec Sys Rev Bond
Buy
11/24/09
945. -----Olympia Wash, Tax GO Bonds
Buy
12/01/09
946 ..... Cedar Park, Tex GO RefBonds
Buy
12/08/09
947. -----Clark Cnly Nev LTD Tax Ref. Bonds
Buy
12108/09
948. -----JEA Fin Elec Sys Rev Bonds
Buy
12/09/09
949. -----Madison Cmy Miss Sch Dis! Bonds
Buy
12/09/09
950 ..... Ohio St. Nat Resources Bonds
Buy
12/18/09
951. -----Royce app. FUND
Buy
12/22/09
952 .... :BA lledge Fund
Buy
12/23/09
(See Columns CI and D31

Value Mlhod Codes
N =$150,0~1 - $500,000
P3 ~ $25,000,001 - $50,0~O,000
Q =Appa~sal
O =$500,001 - $1.000.000
R =Cost (Real/:state I.~1)-)
PI =$1,000.001 - $5,000,000
p,:l =M o1 Ih,m $50.000,000
S =Assessment
P2 =$5,0~,0 001 - $25.000,000

T ~Cash M~,rke~
buyedsell~
~sacdon)(ifp~te
~ame of Person Reporting
Page 61 of 77
Date of Report
White, Helene N.
9/13/2010
VII. INVESTMENTS and TRUSTS -~ .... ~ ~o t..~,~,io.~ a.~ ,~o~o ~/~ ...... ~ ~.~, ~; ~ pv. ~-6o o~..~ ~,io~
NONE ~o reportable income, ~sets, or transaction.)
~scnptlon of Assets
(including trust asse~)
r$ ~come d~ng
t r~omng ~od
ex~pl flora pn~d~closure
Code 2
j (A-H)
or int )
T~nsac~ons d~g fe~mg ~nod
G~ss value at end

[ of reining ~
(J-P)
Method ;
C~e3
(~W)
b~y, sell,
~ [Mempt,on)
[
(J-Ply.
953. -----Hillsborough Cnty Fin Enwronmen~l

BD
Buy
12/29/09
954. -----Mou~eher HIDGS L~
Buy
09116~09
955
Buy
12/30/09
956. ----XL Cap Ltd
Buy
09/16/09
957 ..... AngloGOkD ASHANTI
Buy
09q 6/09
Buy
12/30/09
Buy
09116/09
960
Buy
12130/09
961. -----Carefusion
Buy
09/16/09
962
Buy
09/16;09
963. -----Devon Energ
Buy
09/16/09
964
Buy
12/30/09
958
959.
----Boston Scleni~fic
.... Delta A~r
965.
-----GE
Buy
09/16/09
966
..... Genworth
Buy
09/16/09
967. -----Hosp]ra
Buy
09116/09 K
968. -----Korea Electric
Buy
09/16,"09 !
969.
Buy
12/30/09
(if private
t~sacfion)

Page 62 of 77
r~ame of re,so,, a~,orting
u~,~ o~
White, Helene N.
9/13/2010
VII. INVESTMENTS and TRUSTS - ~,, ...... i,,t, transactions (Includes those of spouse and dependent children; set ptx 34-60 of filing instruction~)
A
Place "(X)" afte~ each assel
fromprior disclosure
B.
Income during
reporting period
Amount [ Type {.g,
Code 1 i dry, renk
(A-H) i
ormt)
!
C.
Gross value at end
of reporting period
Valuc
Code 2
(J-P)
Value
,, Method
Code3
i (Q-W)
D.
Transact~om during reporting period
Type (c g,
buy, sell,
redemption)
i Dale I: Value Gain

i mrn/dd/yy [~ Code 2 Code i
.
(J-P)
(A-H)
:
970. ----Mylan
Buy
09/16/09
971. -----Newmont MNG
Buy
09/16!09 K
972.
Buy
10/07/09 J
~73. -----Pharmenca
Buy
09/16/09 K
974.
Buy
12/30/09 J
Buy
09!16/09 K
Buy
12/30/09 J
Buy
09!16t09 K
Buy
12/30/09 J
Buy
09/16/09 K
980. -----AT&T
Buy
09/16/09
981.
Buy
11/25/09
982.
Buy
112/30/09
975
..... Textron
976.
977
..... Western Umon
978
979
..... W%,IS COS
Buy
09/16/09 J
984
Buy
I 1/25/09 J
985
Buy
12/30/09 J
Buy
09/I 6/09
983
..... ACTRIA
986
.... ASTRAZENECA
{See Col~s
Identi~ of
buyerlseller
(tf private
transaction)
9/13~010
I
~I. ~ST~NTS and TRUSTS -~ .....
D.,~ o~R, po.
[ N~e ofP,r,oo Repora.~

Page 63 of 77
White, Helene N.
~., ~ansae~ns (Includes those of spo~e and d~e.den~ cMldmn; seepp. 34-60 of fifing instru~om.)
NONE ~o reportable income, ~sets, or lransactio~.)
A
Des~phon of Assets
(~dudmg t~sl asst.}
Place "(X)" aO~r ~ch a~i
~x~pt from pn~ ~sclosurc
B.
~com~ dunng
reporting ~od
(1) ~ ~2)
Amount ~ T~ ( g,
C~ 1
d,v, ~
(A-H)
or int.)
C
Gros~ v~lue at ~d
~ ofr~o~mg ~fiod
0) (2)
Value
Value
Code 2
M~thod
(l-P)
~de 3
D
Trznsacl~ons dung re~ng period
(D
T~ (e 8-,
buy, s~ll,
redemplion)
(2) (3) (4)

Value
Da~
Code 2
~
(J-P)
(Q-W)
987
Buy
l ]/25/09
988.
Buy
12/30/09
989. ----BP PLC
Buy
09116/09
990.
Buy
11/25/09
991
Buy
12/30/09
992. ----Boeing
Buy
09/16/09
993.
Buy
11/25/09
994.
Buy
12/30/09
995, -----Bristol Myers
Buy
09/16/09
996,
Buy
11/25/09 J
997
Buy
12130/09
998 ..... Chevron
Buy
09/16/09
999
Buy
11125109
1000,
Buy
12/30/09
1001.----Diageo
Buy.
09116/09!
1002
Buy
11/25/09
1003
B uy
1230!09
D =$ 5,001 - $15.0(~
Gain
C~ I
~A-H)
iS)
Idnt*W of
buyer/sell~
(ffprivate
~ansa~ion)
le =$15,001 -
Page 64 of 77
Date of
Name of Person Rep~rtimg
9/13am0
[ White, tlelene N.
VII. INVESTMENTS and TRUSTS - ~.eo,.., ~t~,, ~, .... ao,s (lncludes those of spouse and dep,ndent children; see pp. 34-60 of filing instructions.)
Description of As~;ets
Income dunng
reposing period

exempt from poor disclosure
: O)
i Amount
.. Code 1
(2)
Type (e g,
(A-rl)
Gross value at end

of reporlmg penod
divot,mr.)
rent,
i
O)
Value
Code 2
(J-P)
__
(2)
Value
Method
.[ Code 3
Transachons during reporting period

(l~
Type ( g,
buy, sell,
redemptmn)
(Q-g)
! (2) i (3) (4)

i Date i Value
Gum
] m.m/dd/yy i Code 2 Code I
i
(J-P)
(A-N)
j
I
i
1004. -----FPL
Buy
09/16/09
1005
Buy
11/25/09
1006.
Buy
12/30/09
1007 .....GE
Buy
09/16/091
1008
Buy
11125/09
1009.
Buy
12/30/09
1010. -----Genuine Parts
Buy
09/16/09
1011.
Buy
1/25/09
1012
Buy
12/30/09
1013. -----HSBC ItlDGS
Buy
09/16/09
1014
Buy
11125/09
I 015
Buy
12/30/09
1016. -----Health Ca~e REIT
Buy
09/16/09
Buy
1/25..09
1018.
Buy
12/30/09
1019. ----Hems
Buy
09/16/09
i020
Buy
11/25/09
.I
Income Gum Cod~

(See Colmnn~ B I and D4)
Valu~ Code~
(See Colunms CI and D3)
Value Method Codes
(See Colum~ C2.1
A =$1 0DO or less

F =$50.001 - $100,000
J =$15.00~" or less
N =$250.001 - $500.000
P3 -$25.(100 001 - [50,000.000
Q =Appra~szl
U =Book VaJuc
B --$1,001 - $2.500
G =$100.0Ol - $ t,000.000
K =$15,001 - $50.090
0 =$500.00! - $ t.0~.000
R =~osl (Real Eslale Only)
~. ~Olher
C =$2.501 - $5.1X30
H! =$1,0~0.001 - $5.000,000
L ~$50.0(11 - StOO,~
PI =$1.009.001 - $5,0~).000
P4 -More than $50.090,000
S =Assessment
W
D =$5.001 - $15.000
H2 =More Itlan
M =$100,DOI - $250.000
P2 =$5,000.001 - $25.000,000
T =C~.sI~ Marke/
Idenuty of
buyer/seller
(If private
transachon)
E =$15.001 - $50.000
Page 65 of 77
Name of Persoa Reporting
Date of Report
whJt~ Helene N.
9/13/2010
NONE (No reportable income, ~sets, or transaction.)

A
D~cfipfion of Asse~
(including t~t ~sets)
Place "(X)" after ~ch asmt
B.
C
[
Income d~ng
Gro~ value at eM
r~o~mg p~od
of re~mng permd
]
(l) ! (2)
O)
~2)
~ Amount T~e (e g.,
Value
Value
[ Code I
d~v, renL
Code 2
Meted
~ (A-H)
or mt)
(J-P)
C~e 3
(Q-W)
D
Transac~ons ~rmg rc~mg ~r~
O)
T~ (e g,
buy, roll.
~demptmn)
~X)
D~te
(3) (4)
Value Gain
C~e 2
[J-P) (A-}I)
]
1021,
Buy
12/30/09
1022. -----YNJ
BUY
09116109
1023.
Buy
11/25/09
1024.
Buy
1 ~30/09
1025 ..... K imberly Clark
Buy
09/16/09
] 026
Buy
I 1/25/09
1027.
Buy
12/30/09
1028 ..... Kraft
Buy
09/16/09
1029
Buy
1 !/25/09
1030
Buy
12/30/09
1031 ..... Eh Ldly
Buy
09/I 6/09
1032
Buy
11/25/09
1033
Buy
12/30/09
1034, -----Microsoft
Buy
09/16/09
1035
Buy
1/25/09
1036,
Buy
12/30/09
1037 ..... Nokta
Buy
09/16/09
~See Col~s C I and D3)

3 V~u* Meted C~es
N =$250.001 - $500,~
P3 =$25.000,(~ I - $50.0~.~
O =Ap~a=sal
O =~5~.~1 - $1.0~,~
R ~o~l (Real ~tat Only)
PI =$1.~0.001 - ~5,0~,~
P4 =M~ ~ $50,~0,0~
S =~sessment
P2 =$5,~.00] - $25.~ ~
T =~ M~
[5)
Idenu~ of
(ff~vate
~sacfion)
~a.e of Perso,~ Reporting
Page 66 of 77
white, Helene N.
Date of Report
9/13/2010
VII. INVESTMENTS and TRUSTS -~o~,~, ~e, ~,o~so~,~o~ a~e~,~ ,~n,e o~ ~o~ o~ ~e~ ~,~e~
A
Descnphon of Asse~
(including ~sI ~se~)
Pla~ "(X)" ~fler each asset
exempt ~om prior d~sclosure
-~
~[
B
Income during
reposing p. _~od
12)
O) 1--- ~
T~e (e g,
Value ] Value
d~v., r~t. ~ C~e 2
Meth~
or mt )
{J-P)
Code 3
O)
:Amount
, Code 1
[ [A-H)
[
I
O)
T~e (e g,
buy, sell,
~ed~p~on}
(2)
Dale
Value ~ Gain
~s~W ~de 2 C~e I
{J-P)
(A-H)
1038.
Buy
11/25/09
1039. -----Philip Morns
Buy
09/16/09
1040.
Buy
11/25/09
1~1.
Buy
] 12/30/~
1042 .....3M
Buy
09/16/~
1043.
Buy
11/25/09
1 ~.
Buy
12/30/09
1 ~5. -----Travelem
Buy
~ll ~09
I ~6.
Buy
11~5/09
1 ~7
Buy
12/30109
1048. -----Unilever
Buy
~ 09i1~09
1049.
Buy
11~5~09
1050
Buy
12~30/09
1051. -----Vefizon
Buy
09116109: J
1052
Buy
1053.
Buy
12130/09 J
105~. -----Voda forte
B~
09/16/~
(S~e Coin.s CI ~nd D3)

3 Value Meted C~
(Set Column C2)
N =~250,~1 - $500,0~
P3 -$~,0~,~ I - I50 0~,~0
Q =Appr~sal
U =B~[ VaIul
O =$500 001 - $1.~.000

R ~t (Real ~tate O~y)
V ~er
D
Transacnons dung re~g
Gross ~alueC at end

of reporting p~od I
Pl ~II ~0.~1 - 15,0~.~

P4 ~M~ tb~ $50.~0,0~
S =Asse~sm~t
W =~umated
1/25/09
~ =I5 ~0,001 - I25 000 ~

T ~h Market
Ident~W of
0fpnvat
Date of Repn.
White, Helene N.
Page 67 of 77
9/1312010
VII. INVESTMENTS and TRUSTS - i,, ....... ~,~, ~ ..... ~,,~ a,,~t.d~ a,o~ o/~eo~ ~.~ d~e~ ~ad..; ~ ee. ~o oy~t~ ~.~o.~
NONE (No reportable income, ~sets, or transactio~.)
A.
Description of A~e~
(including ~st a~}
B.
[
Income d~ng
repo~ng period
ex~pt from prior dtsclosure
C~e l . div., real

{A-H)
or mt)
C.
Gro~ val~ al end
of reporting period
[ Code 2
(J-P)
....
Method
Code 3
(Q-W)
D
Transacuo~ dunng reining ~n~
buy, ~ll,
r~emption)
[ mm/~I Co~ 2 Code I

:
(J-P)
(A-H)
1055
Buy
11/25109
1056
Buy
12/30/09
1057 ..... Conoco PhJlhps
Buy
11/09;09
1058.
Buy
11/25/09
1059
Buy
12/30/09
1060. -----Intel
Buy
I 2/01,09
106 I.
Buy
12/30/09
1062. -----Duponl
Buy
12_/31/09
1063.-----Activns~on B hzzard
Buy
09/16/09
1064.
Buy
10/26/091
1065
Buy
Iii12/091
1066
Buy
11/25/09
1067. -----Allergan
Buy
09/16/09
1068
Buy
09/21/09
1069
Buy
10/26/09
1070
Buy
[ 11,25/09
1071. -----Amazon
Buy
09/16/09
ISee Cohmata CI and D3)
N =$250.001 - $500.1)00
1"3 =$25.000,00t - $50.000 000
0 =$500.001 - $1.000,00~
PI =$1.000 001 P4 =More ~ban $50.00{3.000
buyeffse}l~
(ifpdvate
t~s~tion)
Date of Repor~
White, Helene N.
9/13/2010
VII. INVESTMENTS and TRU S TS -inc~ ~t~, ~.s..io,~ a.audes ,hose .f sp ...... d dependent children; see pp. 34-60 of filing instructions.)
NONE (No reportable income, aSsels, or transactions.)
A
DcsonpUon of Assets
(including tru~l .... Is)
Place "IX)" after each ~set
exemp~ from prior d~scloware
B
Income during
C
Gross value at end
of reporting period
(~po~cmg period
[
t2) --(I) (2)
Amoun~ i Type (e g,
Value
[ Code I [ dtv, rent,
Code 2
orinl)
(A-H)I
j (J-P)
Value
Method
Code3
(Q-W)
(1)
Type (e.g,
buy, sell,
,edempir,on)
! (2) (3) ]-{4) [

Date
Value ~ Gain
nma/ddt/yy 1 Code 2 /Code II
i: (j.p)/ (A-HI
[
1072.
Buy
I0/26/09
1073.
Buy
11/25/09
1074. -----Apollo Grp
Buy
09/16/09
1075.
Buy
10/26/09
1076,
Sold
11/02/09
1077. -----Apple
Buy
09/16/09 :
1078
Buy
: 10/26/09
1079
Buy
I 1/25109
1080. ---Athenaheallh
Buy
09;16/09
1081.
Buy
10126/09
1082,
Buy
1/25109
1083. -----C/vIE Group
Buy
09/16109 :
1084
Sold
1019/09
1085. -----CVS
Buy
09116/09
1086.
Buy
10/26109
087
Sold
11/10109
Buy
09/16/09
1088 ..... Celgene
~o~ G~m Codes
(~ Col~ CI and D3)
D.
Ttansact:ons dmmg reporlmg pertod
-
fSee Colu~ C2)
A =$1,000 o,~ less
N =$250 00l - $500,~

P3 =$25.~0.~1 - $50,~,0~
O =$500.~1 - 11 O~,0~
Pl -~1 ~.~l - $5.0~.0~

P4 ~More ~ $50,~.~
U =8~k Value
V ~bcr
W =F~timated
P2 ~5.~0.001 - $25,~,1~
(5)
Identity. of
buyer/seller
0fpnvate
transaction)

Page 69 of 77
DateofRepor~
White, Heleae N.
9/13/2010
VII. INVESTMENTS and TRUSTS - i. ...... t.e, t~ .... ~o.~ a.a.#~ ,ho,. o/~p ..... ~ ~ ~u#,~; ~ ~ ~4~o o/~,.~ ~.~o.~
NONE ~ro reportable income, ~sets, or w~actio~.)
A
Des~ption of Asse~
(including ~st ass~)
Place "{X)" afi~ ~ch ~
ex~pt ~m prior d~l~ur~
IncomBe d~ng
C
Gxo~ value at e~
~ ~po~ng p~
. of r~o~mg period
(I)
(2)
:-([; ]--(2)
~
Va~e
Value
[~ount] T~e (e g.,
[ Code ] [ dw., r~
C~e 2 ~ M~d
t Code3
ormt)
(J-P)
~ (Q-W)
[
:
[
i
[
,
<A-~/
D
T~nsacdo~ dung ~ng ~nod
(1)
T~ (e g.,
buy, sell,
r~empnon)
(2)
(3) [ (4)
Value[ Gain
Date
m~ , C~e 2
C~e I
{J-P)
(A-H)
1089
Buy
10/26/09
1090
Buy
11/25/09
109 I. -----Cognizant Tech
Buy
09/16109
1092
Buy
10/26/09
1093
Buy
11/25/09
! 094.
Sold
(par~)
12/28/09
1095. -----Expedttors IWTL
Buy.
09/16/09
1096
Buy
I0/26/09
1097
Buy
11/25/09
1098 ..... Freeport - McMoran
Buy
09116/09
1099,
Buy
10/26/09
1100.
Buy
1/25/09
1101.-----Gdead
Buy
09116/09
[ 102
Buy
I 0,r26/09
1103.
Buy
11!25109
1104. -----Goldman Sachs
Buy
09116/09
I 105.
Buy
l 0/26/09
{See Co}~ C2)
U =B~k Value
V~
W =~atcd
(5)
IdentiW of
b~edsellrr
(,f private
~sactmn)

Page 70 of 77
r~ame of ~erson Reporti.g
Date of Report
White, Helene N.
9/13/2010
VII. INVESTMENTS and TRUSTS - i, mo,,,~, ~,~,~ ~o,,,,~0,,, a,,~,~ ~o~e o.~,o,,~ ~,a,~ep,,,#~, ~u,~,~,,; ~ ~,. ~-~ o/~Ii,,~ ~,,s~,,,a,o,~.~
A
Desenpt~on of Asset~
Plac~ "(X)" afie, each asset
exempt fiom pr~ior d)sclosum
B.
Income during
i reporting period
(2)
[Amount ] Typ~ (e g,
~ Code I ) dlv, rent~
! (A-H)
or mr)
l l>i
C
Gross value at end
ofrepo~ng pectod
(11 (2)
Value
Value
Code 2
Method
Code 3
(.~-P)
(Q-W)
D.
Transae~ons during reporting period
(I)
Type (e g.,
buy, sell
redemption)
(2) ] (31 ] (41 1

Dam [ ValueI Gain !
tnn~dd./yy Code 2 Code l
(J-P)
(A-H)
__[
1106.
Buy
11/25/09
! 107 ..... Ooogle
Buy
09116/09
108.
Buy
10126;09
1109
Buy
11/25i09
1110 ..... Intuitive Sttrgical
Buy
09/I 6/09
1111.
Buy
10/26/09
I 112.
Buy
1/25/09
Sold
10/06/09[
Buy
09/16/09
15.
Buy
10/26/09
16
Buy
I I 1/25/09
1 I 17 .... Lowes
Buy
09/I 6/09
I ] 18
Buy
10/26,09
1119.
Buy
1/16/09!
120
Buy
t/25/09
1121 ..... MasterCard
Buy
09/I 6/09
1122.
Buy
10/26/09
1113.
(paa)
I 14. -----Juniper Networks
(5)
Idcnl,ty of
buyer/seller
(tfpnvate
Iransachon)

Page 71 of 77
Date of Report
9/13/2010
] White, Helene N.
VH. INVESTMENTS and TRUSTS - i..o=.. .a.e. ~o.s.cno.s a.clu~c$ t, ose oyspouse and dependent children; see pp. 34-60 of filing
[--] NONE (No reportable income, assets, or transactions.)
i
(including t~t ~se~)
~
~
Place "(X)" after ~ch ~t
~xcmpt ~m prior ~sclosure
~
,
1123.
a
ln~om* d~ng
re~mng ~od
(I) (2)
~Amount T~ (e.g.,
d]v, r~k
j Code ]
(A-H)
or int.)
D .......
Gross value at end

of r~g
(]) ~-Value [ Value
Code 2
~ Me~
(J-P)
,~ Code 3
T~ns~caoBs du~g m~g ~nod

(I)
T~ (e g.,
buy, sell,
~empfion)
(2) - --~1)- - (4)

Dam
Va~e
Gum
Co~ 2 Code I
n~
(J-P) [ (A-H)
Buy
t 1/25/09
Buy
~]J6D9
1125.
Buy
10/26109
I 126
Buy
11/10/09
Buy
11/25/09
128. ----Monsanto
Buy
09/16/09
129.
Buy
I0~6/09
1130
Buy
11~5/09
1131. -----Potash SASK
Buy
09/16109
1132
Buy
10~6t09
1133.
Buy
I 1/25/09
Buy
:09116/~
1135
Buy
10/261~
1136
Buy
I125/~
1137
Sold
(pa~)
12,28/~
138 ..... Schlum~rg~
Buy
09/16/09
139
Buy
10!26/09
~ 1124 .....M~croso~
1127.
~34 .....Qualcon~
($)
ld~ti~ of
b~er/seJ]er
(ffpfivate

Page 72 of 77
~.~ of P~son Reporting
Date of Report
White, Helene N.
9/13/2010
VII. INVESTMENTS and TRUSTS - i~co ...... ~u,. tr ..... tions (Includes those of spouse and dependent children; see pp. 34-60 of filing instructions.)
(,ncludmg trust assets)
Place "{X}" after each asset
exemp! from prior &$elnsure
Income during
[
]
i reporting period
(i)
(2~
I
Amount i Type (e g.
Code ]
d~,.,, rent, I
{A-H}
or m~ )
[
Gross value at end

of report, an period
~) ~ ~2)
Value
C~le 2
(J-P)
Transactions during repor~ln8 period
(i)
{5)
Type {c g, [ Da{e ! Value Gain [ Idenuty of
Value
Me~hod
buy, sell,
I mm/{kl/yy ! Code 2 Cod~ I
buyerlseller
Code 3 ~ redemptmn} [
{ifpn~ale
. 0-P} (A-H}l
1140.
Buy
I 1/25/09
1141. -----S~hwab
Buy
09/I 6/09
1142.
Buy
10/26/09
1143
Buy
1 I/25/09
1144. -----Targel
Buy
09/16/09
.I
1145.
Buy
10/26/09
! 146
Buy
11/24/09
147.
Buy
11/25/ID
1148 .....TEVA
Buy
09/16/09
1149
Buy
10/26/09
1150.
Buy
11/25/09
Buy
09/16/09
Buy
10/26109
1 I53
Buy
l 1/25/09
1154 ..... F5 Ne~vorks
Buy
10120/09
155
Buy
10/26/09
1156
Buy
11/25/09
151. -----Union PAC
52.
(Sec Columns C I and [)31
N ~$250.001 - $5~.0~
0 =$5~,~1 - $1 ~.0f~
PI =$ I,~.~1 - $5,0~.~
(~e Colu~ C2)
U =B~k Value
V ~hm
W ~Esomaled
~ =$5,0~,~1 - $25,~,~
Page 73 of 77
Date of Report
9/13/2010
[ White, Helene N.
NONE (No reportable income, assets, or transaction.)

~scrtpnon of Asse~
(mc~dmg ~s~ asse~)
Income dunng
repo~mgpenod
[ ofr~ng~od
~) [
Place "(X)" afi~ each ~set
exempt ~om prior ~scl~ure
~ount] T~
Co~ I ~ d~w, r~,
, (A-H) [ .... t)
Cod~ 2
(J-P)
Me~d
Co0e3
buy, sell,
r~emplion)
~n/d~ Code 2 Code ]
[ O-P) (A-H)
1158. -o---529 Plan #1
Buy
09/17/09 L
1159 ..... 529 Plan #2
Buy
09/17109
1160 .....529 Plan #3
Buy
09117/09
1161 ..... 529 Plan ~4
Buy
09/17/09
Buy
06109109
Buy
07/29/09
1166 ..... Orange Cry FI Bond
Buy
08/26/09
167 ..... Wan-en Mich Bond
Buy
04/30/09
168 ..... Reno Nev Bond
Buy
07/07/09
1169 ..... Genesee M~ch Bond
Bwy
05/20/09
I 170 ..... Fla St Bd Ed
Buy
07/24/09
171. ----M~am~ Dade Bond
Buy
07/21/09
172. -----Clark Nev Schoos Bond
Bu~,
09/15/09
173 ..... PR Elec Bond
Buy
05/05/09
1162
1163. Brokerage Account #12
lntJD~v.
PI
l 164. -----FRPT
165. -----Det Sewer Bond
(See Colthans C1 and D3)
N -$250.091. S500,000
P3 -$25,0o0,OOl - $50,00o.0o0
0 =$500.001 - $1.000,0~
PI =$1,000.001. S5.000,0~0
P4 =More .hun
(S Colunm C2)
U =Book \,nlue
V =Olher
W =Esl~rnat::d
P2 -$5.00~.001 - $25.~00,0~0
buy~/sdler
(ffpnvate
Name of Pegson Reporting
Oat~
PageFINANCIAL74 of 77 DISCLOSURE REPORT [ White~ Helene N. 9/13/20]ofRepr~

VII. INVESTMENTS an d TRUSTS -i, ..... I.eo Iransaction~ (Include~ those of Sl~USe and dependent children; see pp. 34-60 of flligg inftruclion~.)
---] NONE (No reportable income, assets, or trar~sactions.)
A
Descnptton of Assets
(mcindmg trust as~ts)
B
Income dunng
reporting period
0)
C.
Gross value at end
: of reporting period
D
Transacnons during reporhng period
(2)
(~)
Value
Method
Code3
(Q-W)
Type (e g,
buy, sell,
redcmptton)
Date
tmnJdd./yy
1174. ---Bet Mich Sew Bond
Buy
10/30/09
1175. -----FL DEP Bond
Buy
103/31/09
l ! 76 ..... MSHDA Bond
Buy
06/03/09
l 177. ----Bet Water Bond
Buy
08/06/09
I ! 78. -----Plila Waste Bond
Buy
05/I 1/09
1179. -----Port $I. Lu~:m Bond
Buy
06/I 6/09
1 ! 80. -----Chicago GO Bond
Buy
:07/21/09
1181. ----P.R. EIec Bond
Buy
08/19!09
1 t 82. ----FL DEP
Buy
07i06/09
1183. ---Sunrise FL Bond
Buy
06/12/09
184. -----Alaohua FLa Bond
Buy
.05/01/09
185, -----Utah WTR Bond
Buy
06/02/09
186. -----Sometsel N.I Bond
Buy
06/28/09
187. -----Allegheny GO Bond
Buy
07/24/09
Ig8 .... Lake County School Bond
Buy
10/28/09
Buy
,03/03/09
Buy
08/03/09
P}ace "(X)" a~er e.a~h asset

exempt from prior &sclosure
(2)
~,
Amount Type (c g,
Code 1 ~ d~v., rent.
~ or,hr.)
[ O)
I Value
Code 2
(J-P)
/ (AH)
1189. ----Neveda H~gher Ed Bond

190. ----*Hanul~on OH R~v Bond
[
Income Gain Codes

(5ec Caimans BI and D4)
Value" Cod~
(See Columns CI and f)3)
Value M~hod Codes
($~ Column C2)
A =$1.000 or less
F =$50,001 - 2100,000
J =$15,009 or less
N =$250,001 - $.~,D00
P3 =225,~O 00l - 250,000,000
Q =Appta~s~
O =Book Value
B --$ t,001 - $2.:~0

G =$100,001 - $1,000,000
K =$]5.001 - 250,00~
0 =$~00,00! - $1,000,000
R ~o~t (Real Estag Oniy)
V =Other
C =~2 501 - 25000

HI =$1,000.001 - $5,000.000
L =250,001 - 1100,000
PI ~1,000,001 - $5,0~,000
P4 =More thgn 250 000
S =Ass~ssmem
W ~Es~lma~d
(~-)
(3) [ (4)
Value [ Gain
Code 2 ! Code I
(J-P) / (A-It}
D =25.001 - $15.000
H2 ~Mo~ l~.an 25.0OO,000
M =2100.001 - 2250.000
P2
"/ --C~h Markel
(5)
Idenbty of
buyer/seller
(ffpnvate
Ir,msaclion)
E ffi21L00I - $50.000

Page 75 of 77
9/1312010
] White, Helene N.

Descnp6on of Assem
(including ~st ~
Income ~ng
r~oaing ~od
! Code I
(A-H)
d~v, renk
or int)
Gross v~ue at end

t: of~cponing pen~
C~ 2
(J-P)
[ M~od
Code3
(~W)
T~nsachons during reining period
b~, sell,
redemption)
[
[ ~/d~ J C~e 2
[ (J-P)
~
~
1191.-----Det Wat~ Bond
Buy
02/10/09
1192 .....SMMCX
Buy
09/30/09
] 193 ..... Umt Trust State Income
Buy
09/21/09
1194 ..... Umt Claymore Trust
Buy
12t04/09
1195 Remtc Fund 46
Buy
10/27/09
1196 Optton on Real Property m NYC
P1
Buy
10/15;09
PI
1197. Reml Fund 50
Buy
12/09/09
1198. Home Propemes
199. -----Real Property Oak Park Michigan
Code I
(A-H)
buyer/seller
(if private
~sact~on)

Page 76 of 77
~ Nam~ofPer~ Repo.iRg
White, Helene N.
VIII. ADDITIONAL INFORMATION OR EXPLANATIONS.
Note: Regarding line ] 196, purchased 10/27 for $85,000

Note" Regarding hne 1197, opimon purchased 10/I 5 for $1,700,000
Note: Regarding hne 1198, purchased 12/9 for $200,000
9/13/2010

Page 77 of 77
Name of ]~erson Reporting
White, Helene N,
Date of Report
9/J3/2010
IX. CERTIFICATION.
I certify that all information given above (including information pertaining to my spouse and minor or dependent children, if any) is
accurate, true, and comp}ete to the best of my knowledge and belief, and thai any information not reported was withheld because it met applicable statu|ory
provisions permitting non-disclosure,
I further certify that earned income from outside employment and honoraria and the acceptance of gifts which have been reported are in
compliance with the provisions of 5 U.S.C. app. 501 et. seq., 5 U.S.C. 7353, and Judicial Conference regulations.
NOTE: ANY INDIVIDUAL WHO KNOWINGLY AND WILFULLY FALSIFIES OR FAILS TO FILE THIS REPORT MAY BE SUBJECT TO CIVIL
AND CRIMINAL SANCTIONS (5 U.S.C. app. 104)
FILING INSTRUCTIONS
Mail signed original and 3 additional coptes to:
Committee on Financial Disclosure
Administrative Office of the United States Courts
Suite 2-301
One Columbus Circle, N.E.
Washington, D.C. 20544

Helene N White Financial Disclosure Report For 2009

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, ~:/-~- ,~0 10

Report Required by the Ethi~m Gove

FENANCIAL DISCLOSURE REPORT

I. Person Reporting (last ~amc. firsL middle mittal)

(5 u.s.c, app. lomu)

5a. Repo~ Ty~ (cheek appr~nale ~)

7. Chamberx or Of U~e Address

8. On the basis of the information contained m i~is Report and any

211 W. Ford Street, Sate [ 610

1. POSITIONS. ~s,m,;,g individual only; see pp. 9-15 of fihng instructions.)

Powder Inc. LLC

brokerage account #1 UGMA

brokerage account #2 UGMA

Jewish Federahon ofMetropohtan Delro~t

Detroit Inst)tute of Arts

15 Director, Vice President

FINANCIAL DISCLOSURE REPORT

,~a~*e of Person Reporting

II. AGREEMENTS. ~o~.~ individual only; seepp. 14-I6 of f!ling instruc~io.~)

NONE (No reportable agreements.)

! Name of Person Reporting

PageFINANCIAL3 of 77 DISCLOSURE REPORT I White, Helene N.

,~OURCE AND TYPE

Payment owed for executor fee for~ estate (D.O D. 11/30/05)

NONE (No reportable non-investment income.)

IV. REIMBURSEMENTS .....

,po,,oao,. lod~,t. ~ooa, e.,ertal .... ,.

NONE (No reportable retmbursemencs.)

1TEMS PAID OR PROVIDED

Name of Person Reporting

PageFINANCIAL4 of 77 DISCLOSURE REPORT

Mortgage on real estate

Na~le of P ..... Reporting

[Gross va~e al end

-American Funds Balanced Fund class B

-USB money market

Tr~sacaons dunng reining ~r~od

Date I Value ~ Gain

(See Colu~ C2)

I Income Gain Cod~

D.t~ .fR, po.

r~.,., of]~o, a~poat.,

FINANCIAL DISCLOSURE REPORT

~mpt hum pno~&sclosu~

buy, sell, ,m~d~ ~ Code2 ~ C~e 1

Brokerage account #4 cuslUOMA

Brokerage account #5 cust UGMA

-F~rst Fed BK CTFDEP

FINANCIAL DISCLOSURE REPORT

Gross value a~ end

-Money Market Funds

401k and 457 St ot M|ch

--SSga S&P 500index

--SSga MidCap Index

--SSga Russel 2000 index

T~nsa~ons dung re~ng period

t Income Gain Codes"

Name of Person Reporting

PageFINANCIAL8 of 77 DISCLOSURE REPORT

VII. INVESTMENTS and TRUSTS - i

Gross value at end

Transac~ons du~mg re~g period