Anthony J Trenga Financial Disclosure Report for 2009

8/3/2019 Anthony J Trenga Financial Disclosure Report for 2009

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, ~ o l o FINANCIAL DISCLOSURE REPORT a e p o n R e q u i r ed b y the Ethic~in Gavernment Act of 1978~ev. ~/~010 FOR CALENDAR YEAR 2009 (S V.S.C. app. # 10t-110I 1 . P e r s o n R e p e r t i n g ( l a s t n a m e , f i r s t , m i d d l e initial) 2 . C o u r t o r O r g a n i z a t i o n 3 . D a t e o f R e p o r t

T r e n g a , A n t h o n y J . U.S . D istrict Co urt , E D VA 05/10/20104 . T i t l e ( A r t i c l e 1 ~ j u d g e s i n d i c a t e a e f i v ~ o r ~ n i o r s ~ a t ~ s ; 5~ Repo~ T~e (check ~fia~ ~) 6. R~ag Pe ~o dmagis~j~ indicate ~Ii- or p~-~e)

~ Nonaris, D a~ 0 1 ~ 1 ~ 0 0 9U.S. Dis~ctJudge ~ ~fi~ ~ ~ ~ F~ to1~I~97 . ~ am~ o r O f f ic e A ddr ~ 8. On ~e b~is of the info~afion ~nt~n~ in this Re~ and anymodificafio~ peking ~o , it h , ~ my op~on, in ~mp~ance~1 ~o~Sq~ ~th appH~ble laws and r~la~ons.Alcxan~ VA 22314

Re~ng ~cer

I M P O R T A N T N O T E S : The instructions accom pany i ng t h is f o rm m u s t b e f o l l ow ed . C om pl e t e a l l pa r t s ,checking the NONE box for each par~ where you have no reportable information. Sign on last pag~

[~] N O N E ( /g o reportable posi t iort~.)P O S I T I O N N A M ~ OF O R (~ A N I Z A T I O N / E N T I T Y

1.2.3.4.

IL AGREEMENTS. o~,~e~,~o,~;,,,o~ u-uof~.e~,.~o,~ r---~ =-:D N O N E ( N o reportable agreements.)

DATE P A R T I E S A N D T E R M Si. 1998 M iller & C hevalier R etirem ent P lan , no co n tro l i-rl

2.


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FIN A N C IA L D IS C LO S UR E R E P O R T Name of Person Report ing D a t e o f R e p o r tPage 2 o f 2 1 Trenga~ Anthony J . 05/10/2010

I II . N O N - IN V E S T M E N T I N C O M E . C~o,~n~and~po~ se~,eepp. W-2offa~,~,~.7A. Filers No n - In ve s t m en t In c o m e

N O N E ( N o repor table non-inves tment income. )D A T E SOURCE AND TYPE I N C O M E( y o u r s , n o t s p o u s e s )

I.2.3.4.

B . S p o u s e s N o n - I n v e s t m e n t I n c o m e - If you were married during any porfion of th~ repo rting year, complefelhlssecti~.(Dol lar amount not requi red ~cept for honora ricQ~-~ NONE (No repor table non- investment income.)

D A T E SOURCE AND TYPE1. 2009 Potomac Sailmakers , s a l a r y2.3.

4.

I V . R E I M B U R S E M E N T S - ~r o r m~ , to~g,~-o~, ~,,,~n,~1~ t~e to ~e a~ de~e~ c~; ~ee pp. 25-27 of fil~g ~ct~.)

~ NO~ ~o repo~able reimbursements.)S0~CE DA~S L O C A T I O N P~OSE ~MS PA~ OR PRO~ED

1. VA CLE J~ 2-5, 2~9 ~lou~viIl, VA ~A N ai l Tr ia l Advo~cy T~o~o~ F~ HotelC o L2. V~A M~ch 13-14, 2009 ~ c ~ o n ~ V A CL~k Tfi~ S~in~ F ~ H o W l3. ~ M ~ c h 27-28, 2009 New Yor~ ~ CLE ~ & B~t T~fi~ F~, Hotel4.5.


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F I N A N C I A L D I S C LO S U R E R E P O R T N , m , o f P e r , o n R e p o r t in g D a t e o f R e p o r tP age 3 of 21 Trenga, Anthony J . 05110/2010

~ N O N E & o r~ortable liability.)~ DES~ON ~

1 .2.3.4.5.


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F I N A N C I A L D I S C LO S U R E R E P OR T ~ , ~ e o f P ~ r s a n R e p o t t in g D a t e o f R e p o r tPage 4 of 21 ~eng, , Anthony J . 05/10/2010

1 . Brokerage Account # l2. -money market accoun t (Robert W, Baird & D Interest Dis tn bu te d 0 7 / 0 2/ 0 9C o m p a n y ) 3. - M M M common s t o c k B Dividend Distn~a.ed 07/02/09 K

4 . - B R K Z B c o m m o n s t o c k None D i s t r i b u t e d 0 7 / 0 2 / 0 9 L

5. -CPB co m m o n s t o ck B Dividend Distr~uted 07/02/09 L6, -K O B Dividend Distnbuted 07/02/09 L7. -DEO s tock (ADR~) B Dividend Sold 03/20/09 K8. -D common ~tock B Dividend Sold 03/20/09 K9. Di~tnbmed 07/02/09 K1 0 . -GAIN com on s tock B Dividend Sold 03/02/09 J1 1 . -G E co m m o n s t o ck B Dividend Distnbuted 07/02/09 K1 2 . - J N lc o m m o n s t o c k B Div idend Dismbuted 07/02/09 K

1 3 . -MCD common s tock B Dividend Distnbuted 07/02/09 K14 . -MSFT cornmonn stock B Dividend Dismbmed 07/02/09 L

15. -ORCL common sto~k None Sold 03/20/09 l

1 6 . - P IE co mm o n s to ck C Div idend Sold 03/20/09 K

1 7 . - P B I c o m m o n s t o c k B Div idend Distn~outrd 07/02/09 K


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N a m e o f P e r s o n R e p o r t in g D a t e of ReportF I N A N C I A L D I S C L O S U R E REPORT[ T r e n g a , A n t h o n y J . 0 5 / 1 0 / 2 0 1 0

a g e 5 o f 2 1V I I . I N V E S T M E N T S a n d T R U S T S - ~ . ~ . ~ . .~ u ~ ~ r . .~ . ~ . . a ~ t .d . ~ , h o . o o / . ~ o . ~ . . a ~ . ~ . . ~ . ~ ~ i ~ . .. : .e . p ~ 3 ~ - ~ o

N O N E (N o reportable income, assets, or transactions.)A. B. C. D.

D e s 6 a S p t i o n o f A s s e ts Income during G r o s s v a l u e a t e n d T t m a s a e t i o n $ d u r i n g r e p o r t in g p e r i o d(indudlng trust nsscts) r ~ po rt i n g p er i o d o f r e po rt i n g p er i o dO) (2) O) (2 ) (0 (2) (3) (4)P l a c ~ " ( X ) " ~ t e r e a c h a s s e t A m o u n t T y p e ( e . g . , Value Value T y p e ( e . g ., D a t e Value Gain I d e n t i t y o fe s e m p t f i~ m p ~ o r d i s c l o s u r ~ Code I d i e . , r e n t , Code 2 M e t h o d buy, sell, mm/dd/yy C o d e 2 C o d e 1 buyer/seller( A - H ) o r i n L ) ( J - P ) C o d e 3 f e d e m p t i o n ) ( J - P ) ( A - H ) (ifprivate

( Q - W ) u a m a c t l o n )

1 B . -UL stock (ADR s) B Div idend Sold 03/20/09 K1 9 . -VLO common s tock A Dividend Sold 03/20/09 J D20. -WM eonm aon s tock (er roneously l is ted in B Di vi dend Distributed 07/02/09 J200 8 l ine 44 as WMI)21. - WRI co mmo n s to ck A Di vi dend Sold 03/17/09 J22 . -WTM common s tock A Dividend Sold 03/20/0923 . - WYE c ommon s t ock B Dividend Sold 01/26/09 K24 . I taxexem p tB d (F a ir f ax , V A ) C Interest Distnbuted 07/02/09 K25 . i~)~ ...............ax exempt BcL (Hampton, A Interest Distnbuted 07/02/09 J26 . I taxexemptB d.(Henrico , V A3 A Interest D istributed 07/02/09 J27..~: ] tax exempt B d. (Va. St. ) A Interes t D is tnbuted 07102/09 K

2 8 . i i i i ii i i i i~ i i i i i i i i ii i i i ~ i i i ii i i i ii i i i ii i i i ii i i i ii i i i ii i i i ii i i i i~ t a x e x e m p t B d . ( V a - S t . ) A Interest Distributed 07/02/09 J29. -SG E N X m utual fuad N one Distributed 07102/09 K30 . -RIG common s tock A Dividend Sold 03/20/09 L D31 . Sold 03/26/09 K D

:B~fid .............................3 3 . i ~ : ~ ! : i ~ ! ~ i ! ! ~ i ~ i i ~ i ~ i i ~ ! ! ~ i i i ~ i i i i ~ i ~ i ~ ! ~ i i i ~ i ! ~ ! ~ T a x E x e m p t B ~ n d ( N ~ r f ~ L B D i v i d e n d D i s t n b u t e d 07/02/09 K34 . -XLUeommon s t oc k B D iv idend B u y 02/19/09 J

I . I n c o m e C n f i n C o d e ~ : A - S 1 . 0 0 0 o ~ l e s s B - - - S 1 , 0 0 1 - $ 2 . 5 0 0 C = $ 2 , 5 0 1 - $ 5 . 0 0 0 D - S 5 , 0 0 1 - $ 1 5 . 0 ~ 0 E ~ $ 1 5 , 0 0 1 - $ 5 0 , 0 0 0( S ee Co lu mm B I a nd D4 ) F ~ $ 50 , ~ I - $ I 0 0 ,0 00 G = $ I 0 0 , 0 0 1 . $ I , 0 0 0 , 0 00 H I - - - $ 1 , 0 ~ 0 . 0 0 1 - $ 5 . 0 0 0 . 0 0 0 H 2 ~ - M o r e t h a n $ 5 , 0 0 0 . 0 0 0

2. Value Code~ J ~ 1 1 $ , 0 0 0 o r l e g l K = $ 1 5 , 0 0 1 - $ 5 0 . 0 0 0 L ~$50.001 - $100,000 M = $ 1 ~ 0 , 0 0 1 - $ 2 5 0 .0 0 0(S~ C~tum~ Cl and D3) N ~$ 250.001 - $500,000 O ~ $5 00,00 1. $1 .0 ~0 ,0 00 P I ~ $1 ,00 0,0 01 - $5 ,00 0,0 00 F2 =$5.0~0.001 - $25,000,0001 3 = ~ 2 5 , 0 0 0 , 0 0 1 - $ 5 0 . 0 0 0 . 0 0 0 P 4 ~ M ~ ~ $5 0 ,000 ,000

3. Value Method Cod~ Q -Apprai~l R .~os t (R~I Es ta te O~ ly) S = ,M s c ~ m~ t T ~7zsh MaA~t(S~e Co lum n C2) U ~Book V alue V ~Other W ~Es6mtt~d


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Ia m e o f P e r s o n R e p o r t i n g D a t e o f R e p o r tI N A N C I A L D I S C LO S U R E R E P O R T[

Page 6 of 21 Trenga, Anthony J. 05/10/2010VII. INVE STME NTS and T R U S T S - ,~o.~ ~.t~, .~.~.~ a~a~.~ ,ho~ of ~o~. .n~ ~a~, c h# ~ ..e pp . ~o o /~ .~ ~ )

NONE (No reportable income, assets, or transactions.)A. B. C . D .

D e . s e f i p t i ~ n o f A s s e t s I n e o m ~ d u r in g G r o s s v a l u e s t e n d Transactions dung r~tmrting p~o d(including trust ess~) r~poz~ting period Of report lng per iod(0 (2) 0) (z) 0) (2) O) (4) ( ~ )P l a c e " ( X ) " a ~ ~ e ~ c h ~ A m o u n t T y p ~ (e . g . , V ~ lu e V a la T y p e ( e . g . , D a t e V a !a e G e ia I d e n t i t y o fe x e m p t g e m p r io r 4 Z ~ c l o s ~ C o d e 1 d ~ v . , r c ~ C o d : 2 M e t h o d b ~ y , ~ l l , m m / d d i , ~ C o ~ 2 C o d = 1 bu,!~/~llcr(A-H) ~" inL) (J-P) Code 3 redemption) (J-P) (A-H) (if private( Q - V 0 ~ r ~ n s a ~ o n )

35 . So ld 03 /20/09 J3 6. .TIP c om m on s to ck B Dividend Dismbuted 07/02/09 K37 . Tax Exempt Bo nd (Va . St ) A Dividend Distnbuted 07/02/09 K38 . -4TqS common stock A Dividend Distnbuted 07/02/09 L

! 3 9 . B uy i 0 1 1 1 9 / 0 9 K4 0. -IB M co mm on sto ck A D ividend D is~b uted 07/02/09 K41 . -HRS common s tock A Dividend Sold 03/20/09 K42. -ECA common s tock B Dividend Distributed 07/02/09 K43 . -XLF common s tock B Dividend Sold 03/20/09 K44 . -XOM commo n s tock A Dividend Dismbuted 07/02/09 K4 5. -PGN B Dividend Sold 02/19/09 K4 6. -GLD N o n e Sold 02/!9/09 K D4 7. Bu y 04/02/09 K48. Dismbuted 07/02/09 K

i49. -BMY A Dividend B u y 06/02~9 K50 . Distn-but~l 07/02/09 K51 . - C VS A Dividend Buy 01/19109 K


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Name of Penon Report ing Date of ReportF I N A N C I A L D I S C L O S U R E REPORT] T renga , Anthony J ,ag~ 7 o f 2 1 0 5 / I 0 / 2 0 1 0

V I I . I N V E S T M E N T S a n d T R U S T S - ~ , ~ . . ~ , , ~ ~ r , . ~ o , , , a , , ~ , , ~ , ~ ~o-- o:.~o~,~ ~,a ~,~ ~,~.. ,~ ~,~ U -60 o:~,~ Z.~,~.~N O N E (N o repor table income , assets , or t ransact ions . )

A. B. C. D.D e s c r i p t io n o f A s s e t s I n c o m e d u r i n g Gross value at end T r a n s a c t i o n s d u r i n g r e p o r t i n g p e r i o d(including trust assg.s) r e p o r t i n g p e r i o d o f ~ p o r t in g p e r i o d

(l) (2) (l) (2) (I) (2) (3) (4) (5 )P l a c e " ( X ) " a f t e r e a c h a s s e t Amount T y p e { e . g . , V alue V alue T y p e ( e . g ~ D a t e Value Gain I d e n t i t y o fe x ~ m p [ f r o m p r i o r d is c l o s u r e C o d e 1 d i v . , r e n t , Code 2 M e th o d buy, sen, m m / d d / y y Code 2 C o d e 1 buycr/seller( A - H ) o r i n t . ) ( J - P ) C o d e 3 r e d e m F t l o n ) ( I - P ) ( A - H ) ( i f p r i v a t e

( Q - W ) t r a n s a e t l o n )

52 . Distnbuted 07/02/09 K53 . -HNZ A Div idend B u y 01/14/09 K54 . Dis~ ibu ted 07/02/09 K

55 . -P G C D ividen d B u y 01/14/09 K56 . B uy 01/30/09 K

57 . D i s t r : ~ o n t e d 07/02/09 K58 . -SDS N o n e B ay 03/03/09 K

59 . N o n e B u y 03/04/09 K60 . Dist r ibuted 07/02/09 L

61~ ~1- Tax Exempt (Faiffax, VA) A Interest B uy 01/23/09 J62. A Interest Distnbuted 07/02/09 J63. i~..~.~ I Tax Exempt (NYC, NY) A Interest B u y 01/08/09 K64 . Distnbuted 07/02/09 K

65. ~ I Taxable Bond Texas Cap B Interest B uy 04/15/09 K66 . R e d e e m e d 05/22/09 K

67 . -UDN N o n e B u y 01/07/09 K

68 . Sold 05/28/09 K B

I . I n c o m e G a i n C o ~ c s : A , ~ $ 1 , 0 0 0 or I c ~ B - ~ I , 0 0 1 . $ 2 , 5 0 0 C , = $ 2 , 5 0 1 - $ 5 , 0 0 0 D ~ $ 5 , 0 0 1 - $ 1 5 , 0 0 0 E = $ I 5 . 0 0 1 - $ 5 0 , 0 0 0( Sc ~: C ot um ~ B I a nd 1 34 ) F . ~5 4) ,0 01 - $ 10 0, 00 0 ( 3 = $ 1 0 0 , 0 0 1 - $ 1 , 0 0 0 , 0 0 0 HI =$I,000,001 - $~,000,000 1 4 2 - ~ M o r e t h a n $ 5 , 0 0 0 ,0 0 02. Vahle Coda J-$15,000 or les~ K -$15,001 - $5 0,000 L = $ 5 0 , 0 0 1 - $ 1 0 0 , 0 0 0 M = $ 1 0 0 , 0 0 1 * $ 2 . 5 0 , 0 0 0(S~ Colum~ (21 and D3) N ~$ 250,001 - $500,000 O =$500.~ 1. $1.000.000 PI

/3 = $25,000.001 - $ 5 0 , 0 0 0 , 0 0 0 P4 =Mote ~ $ 5 0 , 0 0 0 , 0 0 03 . V a ~ u e M e t h o d C o d es Q - A l ~ . a h a l R = C o ~ ( R e a l F . ~ a e O n l y ) S(S~ Column (2) U = B o o k V a l~e V ~ W


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Ia m e o f P e r s o n R e p o r t i n g D a t e o f R e p o r lF I N A N C I A L D I S C L O S U R E R E P O R TI Tr enga, Antho ny& 05/|0/2010a g e 8 o f 2 1

V I I . I N V E S T M E N T S a n d T R U S T S - ~ _ o ~ , , a . ,, ~ . ~ o ~ ~rnaude, t~ose o[ s ~ u s e a n ~ dependent liildren? see p p . 3 4 -6 0 of fll~ng instruction.t)I--] N O N E ( N o reportable income, assets, or transactions.)

A. B. C. D.D e s e r l p t lo n o f A s s e ts I n c o m e d a h i n g G r o s s y a h . - - a t e n d Transactions d~ng ngorthg period( including t tmt a ss~Is) r e p o r l i ng p ~o d ofrepot~g period

0) (2) 0) (2) (1 ) (2) (3) (4) (5 )Place "(X)" afar each asset Amou~ i Ty p e (e .g . , V alu e V a lu e Typ e (e .g . , D a te V a l - ~ Gain Id ma S t y o fe xe mp t f r t n n l ~ o r d i s c lo s u r e C o d e I div ., ren t, C o de 2 M e t h od buy, se l l , mm/dd~] C o d~ 2 C od ~ 1 lmyer/ se l le r(A-H) o z in t.) (~-P) C o d~ 3 r e de m p t i o n ) ( LP ) (A -H ) ( if p riva te( Q - W ) t ram~io~)59 . Brokerage Account #2 (IRA)7 0 . -Vaaguard Prime Money Market Fund A Interest J T71 . -CDR co m m o n s t o ck A D ividend So ld 03116/09 J72. -C OD I s to ck B Dividend K T73 . -DRH common s tock B Dividend Sold 03/17/09 J74 . -GLAD common s tock A Dividend J T75 . -G O O D co m m o n s t o ck B D ividend So ld 09117/09 I7 6 . -ARE.C preferred stock B Dividend J T77 . -ABW~A prefened stock B Dividend J T78 . -CBL.C preferred stock A Dividend J T79. -CDR .A preferred stock B Dividemd Sold 09/29/09 K80 . 42.0 preferred stock B D ividend So ld 05/08/09 K8 1 . -OFG.G preferred stock A Dividend J T8 2 . -DDR.G p referred stock A Dividend K T83 . -GOODO pre fe rred s tock B Dividend J T84 . -NNN.C preferred stock B Dividend Sold 09/29109 K8 5 . -PRE.C p referred sto~k A Dividend J T


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Ia m e e f P e r s o n R e p o r t i n g D a t e o f R e p o r tF I N A N C I A L D I S C LO S U R E R E P O R TI

Page 9 of 21 Trenga , Anthony J . 05/10/2010V I I . I N V E S T M E N T S a nd TR US T S - ~ ,~ ,~, , ,~t~, , ~ .... ~o,~ a , a ~ , ~ ~ o , , o ~ ~ p . . . . . ~ a o p ~ . ~ , ~ c ~ u ~ , ; ~ ~ 3 ~ - ~ o o f f a ~ ~ , . ~ a ~ , , ~

N O N E I qV o reportable incom e, asse t s , or t ran sact ions .)A. B. C, D.

D e s c r i p t i o n o f A s s e ts I n c o m e t k u in g G r o ~ s v a l u e a t e n d T r a n s a c t i o n s d i n i n g r e p o r t ~ g p e r i o d( inc lud ing ~as se t s ) r e p o r t i n g f i i(l ) ( 2 ) (] ) ( ~ ) ( ~ ) (2) O) i(4) ( 5 )P l a ~ e " ( X ) " a f l e ~ e ~ : h a s s e t A m o u n t Type(e.g., Value Value T y p e ( e . g . , D a t e V a l u ~ i Gain Idmtity ofexemptfromprlordisc losme C o d e l div. , re~ Co de 2 M e th o d buy, sell, mm/dd/yy Code2 ! Codel bw/er/sel ler( A - H ) o r i n t ) ( J - P ) C o d e 3 r e d e m p t i o n ) ( J - P ) ( A - H ) ( i f p r i v a t e( Q - W ) t r a m a c t h r a )

8 6 . -BFS.A preferred stock A Di vi dend Sold 04/16109 J8 7 . -Amea-iean Gen. taxable bond B Interest K T88 . -Baml ay s Bank t axabl e bond N o n e Sold 1 2 / 0 9 1 0 9 K C

89. -Bazcly Per form taxable bond ~ N o n e K T90. -Constlm Brds taxable bond. B Interest K T

g L - C r e , ~ t S - i $ ~ e t . ~ a b ~ e b o ~ d I r ~ o n ~ S o l d 0 7 / 1 7 / 0 9 K a92. -Dayton Hudson taxable bond ::I B Interest K T9 3 . -Donneneygtaxable ~i t A hterest Sd d 02/25/09 J94 . -Elec Data Stp taxable bond ,.,,,,,.~ B Interest K T95 . -For tune Nt taxable bond B Interest Sold 04/15/09 K96 . -Fund American Co taxable bond B Interest K T97. -GE Globa l l nsu t axab le A Interest J " T98 . -Genwrth Fnltaxable bond] . B l a r g e s t K T99. -GTE N t hwes t t axable bond B Interest K T

00 . -Markel Corp taxable ] B Interest K T101. -Morgan Comdts taxable bond:] N o n e K T! 0 2 . -Morgan Stmaley taxable bond N o n e K T


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FINANCIAL DISCLOSURE REPORT ~, of Person Reporting Date of ReportPage 1 0 o f 2 1 Trenga, Anthony Z . 05110/2010

V I I . I N V E S T M E N T S a nd T R U S T S - ~,~o,~. rat.e, ~.~c~o,~ a.c~.a.~ ~o~e of ~,~e o.a ~,~,t ~iu .o.~ ~ r~ ~-~ of ~.~ ~,.~i~.~NO~ ~o repo~able income, ~sets, or ~sactio~.)

A. B. C . D.~on of Ass~ Income ~g G r o s s v a l u ~ a t ~ d T~n~c~o~ ~g ~g ~(includ~g ~t ~) ~p~ng ~ of~o~g ~d~

O) (~) (0 ( 2 ) O) (~) O) (4) (~Ph~ ~* ~r ~h ~ ~t T~ ( g . , V ~uc V ~uc T~ (~.g . , D a t e V~e G~ Id~f iW o fex~pt ~m p~or ~1o~ ~ I ~v., ~ C~e 2 Me~ buy , ~ , ~d~ ~e 2 ~1 b~/~B~(A-~ o r i n L ) ( J - P ) ~e 3 ~~tlon) i f - P ) (A-~ C~(~ ~g~)103. -Nabis~ ~c ~le ~nd~ ~,~..~ ~:~ B ~ K T104. -Nexml ~u ~abl ~nd ] B In~ K T105. -~r Rehg mable bond. B Int~t K T

106. -Roy~ ~m Bk ~abl~ ~nd ~ B In~t R~m~ 03 /0~09 K107. -SLM Co~ V~ ~I~ ~M N o no K T108. -T~o~ M~ V~ ~ble ~nd N o n e K T109. -Ve~on Vir ~abl~ ~nd A ~ m ~ s t K T110. -Xe~x ~ ~abl~ bond B ~t K T

112. -~ ~p~s B ht~t K T B u y 10/09/~ K113. -A l~ a ~ oup B Inter K T Bu y 09~0 /09 K14. -H~bm Inc B ht~st K T B u y 09/08/09 K

115. -Aema hc. ~__~ ~ B h~est K T Buy 07~0/~ K116. -Y~ B~ A ht~ J T B u y 0~6/09 K117. -Domi~on R~ J B h~ K T Buy 05/11/09 K118. -Alli~ W~te ] B ht~t K T Buy 05 /0~09 K1 1 9 . -W ~ t M ~ t B h~r~ K T Bu y 04/17/09 K

I. Incom e G ain Cod~: A --$ 1,0~0 or k:~ B -$I,001 $2,.~00 C ~$2,501 - $5,000 D - - $ ~ . 0 0 1 - $ I ~ , 0 0 0 E = $ I 5 . 0 0 1 - $ 5 0 , 0 0 0(See Colum~ BI and D4) F ~ $ 5 0 . 0 0 1 - $ 1 0 0 , 0 0 0 G ~$100,0~1 - $1.000,000 H 1 ~ $ 1 , 0 0 0 , 0 0 1 - $ 5 , 0 0 0 . (X 3 0 H 2 ~ M c r e ~ h a n $ 5 , 0 0 0 ,0 0 0

2. Value Codes J.~lS,000 or" lena K -$15.001 - $50.000 L - - $ 5 0 . 0 0 1 - $ 1 0 0 . 0 0 0 M -$100,001 - $250.000(Se~ C olaam s C l and D 3) N -$ 2~ 0,00 1 - $ 5 0 ~ , 0 ~ 0 O =1500,001 - $1,000,000 P I = $ 1 , 0 0 0 . 0 0 1 - $ 5 . 0 0 0 , 0 0 0 P 2 = S 5 . 0 0 0 , 0 0 1 - $ 2 5 , 0 0 0 . 0 0 0P 3 = ~ 2 5 . 0 0 0 , 0 0 1 - ~ 5 0 . 0 0 0 . 0 0 0 P4 =Mort than3 . Va lm Method Codes Q-Aplxaha l P . = C o s t ( R e a l E . e a a e O ~ l y ) S =Assessment T(See Colmnn C2) U =Book Value V ~ W =~- t lmmed


11/24

I= t m e o f P e r s o n R e p o r t in g Date of ReportF I N A N C I A LD I S C L O S U R E R E P O R T[ rrenga, Anthony J. 05/10/2010age l 1 of 21

V I I . I N V E S T M E N T S a n d T R U S T S - t ~ o = , , ~ , ~ u ~ , ~, .~ ,c , io ,~ ( Includes those o fepo ~and dependent children;N O N E (N o repor table incom e, assets , or t ransac t ions . )

A. B. C. D.D e s c r i p t i o n o f A s s e t s I n c o m e d u r i n g G r o s s v a l u e a t e ~ d T r a n s a c t i o n s d u ~ n g r ~ : ~ t 1 ~ g p e r i o d( i n c l u d i n g m a s t a s s e t s ) repo~ng period o f r r p o z l l a g p e r i o d(1) (2) (l ) (2 ) (I) (2) (3) ( 4 ) ( 5 )P l a c e " ( X ) " a l ~ e r e a c h n s . ~ t Amouat T y p e ( e . g .. Value Value T y p e ( e . g . , D a t e Value Gain I d e n t i t y o fxc~nptfromptlordisc|osure Code I dJv.,rm ~ C O de2 M e t h o d buy, sell, mm/ dd/ y7 Code2 Code I b m / e : r ! s d l o r( A - I - I ) o r i n L ) ( I - P ) Code 3 r edempt i on ) ( J - P ) (A-H) ( i f p r i v a t e( Q - W )

i20. -WeHs Fargo N o n e K T B m i 04 /14 /09 K1 2 1 . -W a s t e M g m t A Interest K T B uy 02/25/09 K122. -ConocoP hgp s, . , , , , , ~. : .~ J B Inter~t K r B uy 02/04/09 K

123. ~ ": , ] T JX C O S , I n c . A Interest R e d e e m e d 1 2 1 1 5 / 0 91 2 4 . ~ ! ~ Home D epot TaxabI Bond A Interest Redc e rned 09/15/09125. -TLT B u y 05/25/09

126. A Interest Sold 1W01/09 ] A

127. ] Safvway, Inc. Note A Interest K T1 2 8 . Conu, r~Is, Inc. Note B Interest K T

129. ]cvs, Cor~. ~ote ~ I n t r e a t ~: T1 3 0 . , ~ , M i d a m e r i c a n E n e r g y N o t e B I n t e r e s t K T

13 I. C o n s o l i d a t e d N a t m a l G a s N o t e A I n t e r e s t .I T

1 3 2 . ~ . - I D e e r e J o h n C a p i t a l C o r p , N o t ~ B I n t e r e s t K T

1 3 3 . B r o k e r a g e A c c o t m t # 3

1 3 4 . - M o n e y M a r k e t ( R o b ot W . B a i r d & C o . ) A I n t e r e s t J T

1 3 5 . - B G R s t o c k A D i v i d e n d J T

1 3 6 . - B A L C X m u t u a l f u n d A D i v i d e n d J T


12/24

N a m e o f P e r s o n R e p o r t i ug D a t e o f R e p o r tF I N A N C I A L D I S C L OS U R E R E P O R TP a g e 1 2 o f 2 1 T ~g ~ A ~ho~y~.V I I . E N V E S T M _ E N T S a n d T R U S T S - ~ , o ~ ~ , ~ t , ~ , ~ , ~ , a . ~ , ,d ~ ~ , o ~ of sp~gse a~d dependent cMldrel~" see pp.~4-~0 of f i l ing btstruc f ior~)

N O N E (N o repor table income , asset~, or t rar~act ions . )A. B. C. D.

Dr.scripfiun of Assets L , w _ o m e d u r ~ . g G r o s s v a h e a t e n d T r ~ q s a c d o a s d u r i n g r ~ p o r t l a g p e r i o d( t n c h d ~ g t r u s t a s ~ t s ) r ~ p o V d ~ g p e r i o d o f r ~ o r t ~ n g p e r i o d(D (2") (D ( 2 ) (I ) (2) (3) (4)P l a c e " ( X ) " a f t e ~ e ~ c h a s s e t A m o u n t T y p e ( e . g . , V ah~ V alue T y p e ( e . g ~ D a t e V~lue Gala I d e n t i t y o fe x e m p t f i o m p H o r d i s c k m . ~ - e C o d ~ I d i v . , r ~ n t , Co de 2 M e th o d buy, sell, m m / d d / y y Co de 2 Code I buyer/~ll~r( A - H } or int) ( J - P ) C o d e 3 r e d ~ m p t l o n ) ( J - P ) (A-H) ( i f p ~ v a t

137. - W S H C X m u t u a l f i n d A D i v i d e n d J T1 3 8 . - C p t l W rl d G r v v c h & ~ C C W C , C X A Divld~nd J T B u y 04/01/09 J1 3 9 . - Fi r s t E a g l e G l o b a l C F E S G X A Di vi dend J T B u y 04/01/09 J

140. -Pimco Total R~tum C PTTCX A Divid~nd J T B u y .04/01/091 Ji41. -GLD N o n e Sold 02/19/09 l A

142 . B roke~rage A c c o u n t14 3 . - Mo ne y Mar ke t ( R o b e r t W . Baird & A Interest ~ TComt~ny)1 4 4 . - W S H C X A Div idend J T Sold 01/24/09 J145. -ISHS Brclys 20+ Tr~as TLT A Interest K T B u y 12/3 !/09 K1 4 6 . -Well , Fargo N o n e K T B ay !2~0/09 K

147 . -Kra f t Foo~ (KFT) B Divided K T B u y 12/08/09 K148. -Philip M orals Intl (PM) B Dividend K T Bu y 1112/09 K149 . -WGL H o l dings ~VG L ) B Dividend K T Bu y 10/21/09 K150. -Al liant Energy (LNT) B Dividend K T Bu y 10/20/09 K1 5 1 . -BCE Inc (BCE) B Dividend K T B u y 10/13/09 K152~ -Central Fund of Canada (CEF) A Di vi dend K T B ~y 09/28/09 K

L Inco me G a in C o d ~ : A -$I .000 or k~ B ~$1 , 001 * $2 .5 00 C :~5~1 - $$.000 D = $ S.0 0 1 - $ 1 5 .0 0 0 E ~-$15 .001 - $5 0 .0~0(S~ C .o 4 ~ m, s 81 a nd IM ) F

2 . V a l u e ~ o d e l J " 1 1 ~ , 0 0 0 o r I ~ : ~ K " $ 1 5 , 0 0 1 - $ $ 0 , 0 0 0 L - $ 50 ,0 0 1 - $ 1 0 0 . 0 0 0 M ~ $ 1 0 0 , 0 0 1 - $ 2 ~ 0 , 0 0 0(See C olu m m C l a n d D 3J N =$ 25 0 ,0 0 1 -

3 . v -~ u e M e,ho d C c ~ k ~ O -AI~ " a L~ I R ~ (R~al Esme O~ly) S =As~ss~ T - O t s h M a r k , ~(Se ~ C o lum~ C 2 ) U = B o o k V a h ~ V. = O~ h~ " W


13/24

FINANCIAL DISCLOSURE REPORT Na~ e o f ~ e r ~ . R e p o r t i n g Date of ReportP a g e 1 3 o f 2 1 Trengs , Anthony J . 05/10/2010V I I . I N V E S T M E N T S a n d T R U S T S - ~ . ~ , ~ ~ . ~ . . , t r ~ , ~ o ~ a . a . d ~ ~0,, o f s p o ~ t a~d depadtnt cMIdren,, see p p . 3 4 - 60 of.filing lnstr~.ctions.)

N O N E (N o repor table income, assets , or t ramact ior~. )A. B. C. D.I )~p t i~n o f Asse t s I~ o m d v . H n g G r o s s v a l u e a t ~ n d T r a n s a c t i o n s d ~ r i n g r ~ p o r t i n g p c r l o d

(I) (z ) (i ) (2 ) (0 (2) O) (4) (s )Pla~ "00" ~er each asset I~o~t Type(e.g., Value Value Type(e.g, D a t ~ V a l u e Gain i Idenfityof~x~-m~tf~mpriordisclosure I , C o d ~ I div. ,r~t , Cod~2 M v th o d buy, s~l , mm/dd/yy Co~2 Code I buy~dss lle rC Q - v O ] tru~c~o~)

154. -Pi tneT Bow ~ Inv (PBI) Sp inof f 07/02/09 K(flora line 1 7 )155. B Dividencl K T B u y 09/10/09 K156 . -SAIC Inc (SA D N o n v K T B uy 08/20/09 K

157. -Uni thcd Health Grou p Inc . (UNH) A Div idend K T B uy 08/04/09 K15g. -Cp t l Wrld Grwlh & Inc (CWGCX ) A Dividend J T Bu y 06/22/09 K1 5 9 . - Fi r s t E a g l e G l o b a l C ( F E S G X ) A Div idend J T B uy 06/22/09 K160. -P i r ac o To t a l l ~ tum C (PFICX) B Div idend J T B u y 06/22/09 K161. -AT&T (T) B Div idend K T B u y 06/04/09 K162. -Walmart (WMT) A Div idend J T B u y 05/22/09 K

: i 163. !~ 2~ i= .~ , ,:~ a i r fax VA Tax Exem p tA Interest J T B m i 01/23 /09 K

164. ] (NY C N Y T ax Exempt Bo nd) B Interest K T B u y 01/8/09 K1 6 5 . -M M M c o m m o n s t o c ~ B Div idend Slfinoff 07/02/09 K( f rom line 3)166. Sold 08/05/09 J167. S o l d 08/05/09 K B168. -BRY ~ Z B co m mo n f lo ck N o n o K T Sp inof f 07/02/09 L( f rom llne 4)169. ( p ~ t ) S i d 05106/09 J B1 7 0 . - C P B c o m m o n s t ~ k B Div idend ( f r o m S P i n f f [ i n e 5 ) 0 7 / 0 2 / 0 9 L


14/24

F I N A N C I A L D I S C LO S U R E R E P OR T i ~ .= ~ o f P e r s o n Reporti ng D a t e o f R e p o r tPage 14 of 9_1 T r e n g a , A n t h o n y J . 0 5 / 1 0 / 2 0 1 0

172. -K O B Div idend K T Sp lnof f 07/02/09 L( f rom line 6)1 7 3 . Sold 12/14/09 J(i,m)1 7 4 . -G E c o m m o n s t o c k B Div idend K T Spinof f 07 /02/09! K(from ~e 11 )175 . -/NJ comm on s t ock B Di vi dend K T Spinoff 07/02/09 K( f rom line 12)1 7 6 . -M C D c o m m o n s t o c k B Div idend K T Spinoff 07/02/09 K( f rom line 13)177. -MSFT c omm on s t oc k B Div idend K T Spinoff 07/02/09 L( f rom line 14)178. Sold 01112/09 K B179. -PG c omm on s t oc k B Div idend K T Spi no f f 07/02/09 K( f iom l ine 57)Z $ 0 . tax x*mpt Bd. (Fair fax. VA) C I n t ~ - e . s t Splnoff 07/02/09 J( f rom line 24)181. R e d e e m e d 10/01/09 K182. ,~ , , ..=, J tax exempt Bd. (Hamp ton, A Inwrest J T Sp inof f 07/02/09 JA) ( ~ o m l ~ 2 3 )183. ~ ,, ] t a x e x ~ m p t B d. ( H e n r i co , V A : A Interest Spinoff 07/02/09 J( f r o m Line 26)1 8 4 . R e d e e m e d 1 0 1 1 9 /0 9 J

( f ~ o m H n v 2 7 )1 8 6 . R e d e e m e d 09/01/09187. ] tax exempt Bd. (Va. St.) A Interest Spiaoff 07102/09

( ~ o m l l n e 28)

I. Imbrue Gala Codes: A -,$1,000 or le~ B , = $ 1 ,0 0 1 - 1 2 , $ 0 0 C ---$2~0 ! - t$,000 D =$5,001. $15,000 F. - - ~ l S , 0 0 l - $ 5 0 , 0 ~ 0( ~ C o h t m m B I t ad D 4 ) F-$ 50,001 - $ 100,f~00 G ~$ 100,O 0t. $ 1,000,000 H I -$1,0~0,001 - $ $,000,0002. V~l~e Codes J = $ 1 5 , 0 0 0 o r l e * ~ K--$15,001

(S1 Cokmms CI t rod D3) N = $2~0,001 $500,000 0 =$500,001. $1,000,000 P l =~ 1,000,(DI - f~,000,O00 12 =~,00~001. ~2.~,000,0001 ~ 3 - ~ 2 5 . 0 0 0 , 0 0 1 - $ 5 0 , 0 0 0 0 0 03. V~h~ Metlmd Codm Q =Apln i sa l R = C o ~ t ( R e a l E s ta t * O ~ 1 ~ . ) S -PJ stsment T =Cash Mmket(S~ Column C2) U =Book V th~ V = < r a m , W = ~-dm m x l I


15/24

FINANCIAL DISCLOSURE REPORT ~.m, of P~r~o~ R~orting U mt ~ o f R e p o r tP a g e 1 5 o f 2 1 Trenga, Anthony J . 0 5 / 1 0 / 2 0 1 0V I I . I N V E S T M E N T S a n d T R U S T S - ~,~,,~, ,,ta~ ~ , ,~ a c t ~ a ~ a , a ,~ ~ 0 , ~ of spoase and dependent chiIdrtn; set B o . 3 4 - 6 0 o f f i li n g l n s t r t u ~ o n s , )

N O N E (N o reportable income, assets, or transactions.)A. B. C . D .

Descrip t ion o f Asse ts In c ome d a r i n g G ro s s v alue a t en d Transactio n s du rin g rep o rting p erio d( i n c lu d i n g t r m t a r s e t ~ ) repo~ng l~ iod o f r e p o r t i n g p e r i o d0) (2) (I ) ( 2 ) 0) (2) (~) (4) ( 5 )Place " (X)~ t r i te r e ach a s s e t A m o u n t Ty p e ( e .g . , V alu e V a lu~ Type ( e. .g~ D a te V a l u e Gain Ident i ty of

e xe mp t f r om p r i o r d i s c lo s u r e Codl div. , l amt , Code2 Me~od buy, se l l , mm/ d d i y y C o d e 2 Codl i buyer/ se l!e r( A - H ) o r i n t . ) ( S - P ) code 3 r e d e m p t ~ n ) ( S - D ( A - H ) ( i~#vate( Q - W ) t r a m ~ o n )1 8 8 . Rodcc~ed 09/01/09 J

189. -SGEN X m utua l f tmd A Divklend K T S p i n o f f 0 7 / 0 2 / 0 9 K(fiom Line 29)190. ~i : [ Tax Exempt Bond (Norfolk, B Interest K T Spinoff 07102/09 K( f rom l lne 33)191. -TIP bond fund B Dividend L T Splnof f 07/02/09 K( f ro m l in e 3 6 )192. -CVS com mdn s tock A Dividend L T Sp i no f f 07 /02109 L( fixnn l ine 38)193. - IBM comm on s tock A Dividend Spinoff 07/02/09 K1 9 4 . S O l d 0 7 n 6 / 0 9 g D1 9 5 . -EC A c om mon s t oc k B Dividend K T Spino f f 07 /02/09 K(from line 42)1 9 6 . Sold 10/19/09 J( pa r t )197. -XOM comm on s tock A Dividend K T Sp i no f f 07102 /09 K

( f rom l ine 44)198. - V i M A Dividend S p i n o f f ] 0 7 1 0 2 / 0 9 K( from l ine 20)1 9 9 . Sold 07/30/09 K200. i~CC-6 B ay 08/11/09 L201. R e d e e m e d 1 0 1 1 4 / 0 9 L202. -APA B u y 07107/09 K203. Sold 07/21/09 K C204. A Dividend Sold 08/03109 K C

L lacun Gila C.odu:. A - $ I , O 0 0 m - I t :s * B -$1,001 - $ 2,500 C = $ 2,501 - $ 5 ,000 D =$ 5 , 0 0 1 - $ 1 5 , 0 0 0 E -$ 1 $ , 0 0 1 - $ 5 0 , 0 0 0(5~Coltm:~ B1 ~md D4) F = $ 5 0 , 0 0 1 - $ l O O , 0 0 0 O = $ 1 0 0 , 0 0 1 - $ 1 , 0 0 0 ,0 0 0 fll =$ 1,000,~Xll - $5,000,000 H.2 =Mor t : ~ $ 5,000.0002. Vthae Cod~ J - 1 t $ , 0 f l 0 o r k : s * K--$15,001 - $50,000 L = $ 5 0 , 0 0 1 - $ I 0 0 ~ 0 0 0 M -$100,001 - $2~ ,000(~5e Co[~ El m~d D3) N ~$ 25 0..t~l. $ 500 .00 0 O -$ 500,001 - $ 1,000.000 PI =$1,000.001 - $5,000,000 F2 --$5,000.00t - $25.000,000

1 3 - - - 1 2 5 , 0 ~ 0 , 0 0 1 - $ 5 0 , 0 0 0 , 0 0 0 N =M 0tt t tmn $50,000,0003 . , ~ I u M e t h o d C o d t~ Q -Aptmd.*~ R ~ ( Re a l E r t t te O ~ a l y ) $ E Assessm m t T = C X ~ M ~rkct(See ~olum~ C2) U =Book V tMe V =Other W =Estimated


16/24

IN,mef Perso- Reporti~Z DateDISCLOSU~~PORT[ Treng~, Antony J.P a g e 1 6 o f 2 1 0 5 n o ~ 0 ~ 0

N O ~ ~o r~ortable income, ~sets, or ~actio~.)A. B. C. D.

D~fion of~ ~om ~g ~ vMu~ at ~d T~cti~s ~g ~ng ~(i~ng ~t ~) ~o~g ~ orang p~M0) (2 ) O) ~) 0) (2) ~) (4 )

205. -BMY B~ 0~l~ K

20~. A Divld~nd ~ old 11/30/09 K D207. -HNZ Spinoff 07102/09 K( f rom l ine 54)208. A Dividend Sold 09/09109 K D209. -DBC N o n e Sold 10/27/09 K C2 1 0 . -P V I Bu y 12/04/09 K211. N o n e Sold 12/31/09 K212. -SDS Sp ino ff 07/02/09 K(from lit~ 60)213. Bu y 0 3 1 1 M / 0 9 K214. N o ne Sold 11/05/09 K215. -(3I,D Spinoff 0 7 / 0 2 / 0 9 K! ( f~a ~ne 4 Z )216. N o n e Sold 09/09109 K B217. pt Bond V~. St.) In A Interest .~ T Sp inof f 07/02/09

219. -CV E (Cen o vo u s E n er g y) A Dividend K T B uy 07110/09 K2 2 0 . -D eommon s tock B Dividend K T Spino f f 07 /02/09

( from l ine 8)221. Brokerage Account #5


17/24

FINANCIAL DISCLOSURE REPORT ~ . m . o f V ~ o . R n 0 ~ n g v.t, o f a e p o ~ tP a g e 1 7 o f 2 1 T r e n g a ~ A n t h o n y J . 05/I0/2010

222. -Mon ey market acc t . (Fcr r is , Baker , Watts ) A I n t ~ , ~ s t Clos~l 07/01/09 J2 2 3 . I N G P~x~ion IRA

224. -OI~m heimer G lobal Por t . - I A Dividend J T2 2 5 . U B S A c c o u n t # I

226 . -GE co m m o n s t o ck A Dividend J T2 2 7 . - M o n e y market a c c t . ( U B S ) A Dividend l T228. -Pac~ Large Co.Value Equity Investment A Dividend J TFund Cl~ss A229. U B S A c c o u n t #2230. -Money market acc t . ( f iBS) A Div id m d J T231. -Am. Funds Cap Income Bui ld ing Fund CL N o n e J TA Mutual Fund232. -Pu tnam New Oppom mi ty Fund CL A A Dividend J TMutual Fund233. -Pac~ Large Co. Value Equity Investment A Dividend J TFund CL A234. -Eas tgrowth TSY STRPD CP N A Dividend J" T2 3 5 . - T r ~ a s t a y I n v e s t m e n t G r o w t h A D i v i d e n d J T

2 3 6 . U B S A c c o u n t # 3 ( S E P ) A Intexest J T237. -Pa~ ln t~ Equi ty Inves tment Fund CL A A Interest J T2 3 8 . B r o k e r a g e A c c o u n t # 6


18/24

F I N A N C I A L D I S C L OS U R E R E P O R T r ~ . , ,, ~ o r v ~ , ~ o . R ~ , o m ~ D a t e o f R e p o r ~P age 18 of 21 T r e n g a , A n t h o n y J. 0 5 / I 0 / 2 0 1 0

242 . - IBM c omm on s t oc k A Div idend J T243 . -Domi n i On Resou rc e s Inc . comm on s t oc k B Div idend K T244. -Amer i can Century Grow th Mutua l Fund A Div idend J T~ n V X C G X ~2~ 5 . -Navy Federa l Credit Union 0RA #1 ) (CD) A Div idend J T246. -Navy Federa l C red i t Un ion ( IRA # 2) (CD) A Div idend I T247. -Navy Federal Cn~di t Union CD B Interest K T

248. -Navy Federal Credi t Union Accounts B Interest K T249. -Burke and Herbe r t Bank Ac c oun t A l n t e~ s t J T250 . .Wachov ia Bank Aeeotmt s B Interest K T

25 1. B roke rage Ac c oun t # 7 (401-K)

2 5 2 . - AG T H X M u t u a l F u n d C Div idend M T

253. -ANCFX Mutua l Fund C Dividend M T25~. -AMEC X M utua l Fuad C Dividend L T2 5 5 . - J AV L X M u t u a l Fu n d A Divid~ad K T


19/24

F I N A N C I A L D I S C L OS U R E R E P O R T ~ a e o f P e r s o n Reporti ng D a t e o f R e p o r tP age 19 of 21 Trenga, AnthonyJ. 0 5 / 1 0 / 2 0 1 0

256. -AHITX Mu tual Fund A Dividend J T Sold 07/I 5/09 K( r ~ t )257. -EMIXX Money Market A Di v i de nd J T

258. -Northwestern Mutual Joint Complife E Dividend M Tl n s m a n e e Pol icy259. -New Yo rk Li fe Whole Life Pol icy A Dividend J T260. -Reliastar Life SEC DE S I! ] A Dividetad J rNationwide261. -SF]" Holdings LLC Stock N o n e J U262. -USAA S&P 500 Index Fund A Dividend J T263. -R obert W. Baird & C o . checking mad cash B I n t e r e s t M Tm a n a g e m e n t a cc o u n t s2 6 4. - D R Y F U S S money market a c c o u n t s G G M B I n t e r e s t K T& G M A


20/24

~ J 4

N a m e o f P e r so n R e p o r t in g D a t e o f R e p o r tF I N A N ~ r lA L D I S C LO S U R E R E P O R T[ T r~ g~ ~ .~ o~ yJ .P age 20 of 21 o ~ : ~ o / ~ o ~ o

~II. ~DITIONAL ~O~ON OR E~L~ATIONS. ~,~,~~)

VII. INV ESTIvIEN TS and TRUSTSR e: Account No. I:Cokm m D -i , nuu-ked "distributed" on l ines 2-6, 9, 11-14, 17, 20, 24-29, 33, 36 -38, 40, 44, 48 , 50, 52, 54, 57, 60, 62, 64 applies to assets that were transferred toAccount No. 4 on July 2, 2008.R e: Account No. 4 :Colum n D-I, marked as "s pinoiT on l in~ 154, 16 5, 168, 170, 172, 174-177, I79-180, 182-183, 185, 187, 18 9-193, 195, 197-198, 207, 212, 215, 217, 220 app lie~to assets that were transfened into Account No. 4 from Account N o. 1 on July 2, 2008.


21/24

F I N A N C I A L D I S C L OS U R E R E P O R T N . m e e f P e r l o a R e p o r f l a g D a t e o f R e p o r tP age 21 of 21 a r e . g . , A n t h o n y J . 0 5 / 1 0 / 2 0 1 0

I X. C E R T I F I C A T I O N .I cer ti fy t ha t aB in format ion g iven above ( i nc lud ing in format ion p er t a in ing t o m y spou se and m inor or dependent ch i ldren , If any) i saccura t e , true , and com p le t e t o t he bes t o f my kno wledge an d be l i e f , and tha t any In format ion no t repor t ed wa~ w i thhe ld because i t met app l i cab le s t t tu toryprovi s i on s p e rmi t t ing non-d i sc lo~u re~I fu r ther cer t i fy t ha t ea rned incom e f rom ou t s ide emp loym ent and honora r i a and the accep tance of g i f t s which have been repo r t ed a re incom p l i ance w i l~ t he p rov i s i on s of S U.S .C. app . 501 e t . seq , 5 U.S .C. 7353, and Judic i a l Conference re~ u ia t inus .

N O T E : A N Y I ~r D I V I D U A L W H O K N O W I N G L Y A N DA N D C R I M I N A L S A N C T I O N S ( 5 U . S .C . a p p . 104)

FILING INSTRUCT[ONSM a i l s i g n ed o r i g i n a l a n d 3 a d d i t io n a l c o p i e s t o :

C o m m i t t ee o n F in a n c i a l D i s c lo s u r eA dm in i s t ra t i v e O ~ ce o f t he U n i t e d S ta t e s Co u r t sSuite 2-301O n e C o l u m b u s C i rc l e, N . E .Was h ing ton , D . C . 2 0 5 44


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EASTERN DISTRICT OF VIRGINIA401 COURTHOUSE SQUARE

ALEXANDRIA, VIRGINIA 22_~ I ~-b-799CHAMBERS OF TELEPHONE (703) 299 - 2 t ! 3

ANTHONY J. TRENGAUNITED STATES DISTRICT JUDGE

H on or a b l e Bob b y R . Ba ldoc kC h a i rJudicia l Con ference o f the United Sta tesCom mi t t ee on F inanc ia l Di sc lo su re ~ ~ .. .-- ViiO n e C o l u m bu s C i r c le , N . E . vo-_-:: ro ----Washing ton , DC 20544 ~ _ - - /R e: Calendar Yea r 2008 Fi ling Amen dm ent [-n ..oD e a r J u d g e B a l d o ck :

I a m p r ov id in g t h is l e t te r a s a n a m en dm en t t o m y p r ev iou s ly f i led A m en dedFinancia l Di sc lo su re Repo r t fo r Ca lenda r Yea r 2008 ( the "2008 Amen ded Repo r t " ) .Du r ing the cour se o f p repa r ing m y 2009 Financ ia l Di sc lo sure Rep or t , I d i s covered thefo l lowing om is s ions f rom m y p rev ious ly f i led 2008 Amended Rep or t .1. A s t o A c c o u n t N o . 1:

(1 ) G LD, l is t ed on l ine 34 , was p urchased 03-1 ) on June 5 , 2008 (D-2) ; D-3 w as K . It was a l so p urchased 03-1 ) on O ctober 22 , 2008(D-2) and the va lue 03-3) w as K . It was h e ld a s o f 12/31/2008 . B-2 w a s n o n e ; C - 1 w a s K ; C -2 w a s T .(2 ) CTAS wa s incor rect ly li s ted on l ine 13 as he ld as o f 12/31/2008.CTAS wa s so ld 03 -1) on Augus t 12 , 2008 (D-2) . The va lue o f thet r an sac ti o n (D-3 ) w as K . Th e re w as n o g a in . B -1 w as A ; B -2 w asd iv idend .

2. As to Account N o . 2 :(1 ) TJX CO S, Inc . Bo nd (87254Q -AH-2) was p urchased 03-1 ) onO c t o be r 28 , 2 00 8 ( D - 2 ) . T h e p u r ch a s e a mo u n t 0 3 - 3 ) w a s K a n d i tw a s h e ld w i th t h a t va lu e a s o f 12 /3112008 . B - 1 w a s A ; B- 2 w a sin te r e s t; C - 1 wa s K ; a n d C- 2 wa s T .(2) A Home D epo t Sen io r N o te (437076-AC-6) was p urchased 03-1 )on D ecem ber 8 , 2008 (D-2) . D-3 i s J . It was h e ld a s o f


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Honorable Bobby R. BaldockM a y 1 0 , 2 0 1 0P a g e 212/31/2008 . B-1 is A; B-2 is interes t . C-1 is J ; C-2 is T.

(3 ) Sa fe w a y N o t e ( 78 65 1 4 B L 2) w a s p u r ch a s e d (D - l ) o n D e ce mbe r11 , 2008 (D-2) ; D-3 i s K . It was he ld a s o f 12 /31 /2008 . B-1 i s A;B-2 is interes t . C-1 is K ; C-2 is T.

(4 ) Johnson C ont ro l s Sen io r No te (478366AQ 0) was purchased (D- l )on Aug us t 11 , 2008 (D-2) . D-3 i s K . It was h e ld a s o f 12 /31 /2008 .B -1 i s B; B-2 i s in teres t . C-1 i s K . C-2 is T.(5 ) C V S Se n i o r N o t e ( 1 2665 0 B D 1 ) w a s p u r ch a s e d (D - l ) o n O c t o be r27, 200g (D-2) . D-3 i s K . It was he ld a s o f 1 2/31/2008 . B-1 i s A.B -2 is in teres t . C-1 i s K . C-2 i s T.(6 ) M i d Am e r ica n En e r g y Ho l d i n g s Se n i o r N o t e ( 5 9 5 62V AK 3 ) w a sp u r c h a s ed (D - l) on J u ly 23 , 2008 03 - 2) . D - 3 i s K . It w a s h e ld a sof 1 2/31/2008 . B-1 i s A. B-2 i s in teres t . C-1 i s K . C-2 i s T.(7 ) Co nso l ida ted Na tura l Gas Sen io r No te (209615C A9) w asp u rch ase d (D - l) o n O c to be r 1 5 , 2 0 0 8 0 3 -2) . D-3 i s K . Itw as h e lda s o f 12 /31 /2008 . B -1 is A. B-2 i s i n t e r e s t . C -1 is K . C -2 is T .(8 ) D e e r e J o h n C a p i ta l N o t e ( 2 4 4 2 2EQ V 4 ) w a s p u r ch a s e d ( D - I) o nSep temb er 4 , 2008 (D-2) . D-3 i s K . It was h e ld a s o f 12 /31 /2008 .B-1 i s B . B-2 is in te re s t . C-1 i s K . C-2 i s T .

3 . A s to A c c o u n t N o . 3 , G L D w a s p u r c h a s e d ( D - l) o n J u n e 1 5 , 2 0 0 8 ( D - 2 ).D-3 i s J . It w as he ld a s o f 12/31/2008 . B-2 i s non e; C-1 i s J ; and C-2 i s T.4. As t o Acco u n t N o . 4:

(1 ) CE V (Cen ovo u s E n e r gy ) w a s p u r c h a s ed (D - l ) on A u gu s t 7 , 2008(D -2) . D -2 i s K and i tw as he ld on 1 2 /31 /2008 . B-1 i s A. B-2 i sd iv id e n d . C -1 i s K an d o n C -2 i s T .(2 ) 92817QR V 6 (V a . S t . Rec . Au thor i ty ) was p u rchased (D- l ) onAugus t 27 , 2008 03 -2) . D-3 i s J , and i t w as he ld a t year end . B-1i s A; B-2 is interes t ; C -1 is J ; and C -2 is T.(3 ) 32008F507 (Fi rs t Eag le ) was p urchased (D - l) on Februa ry 4 , 2005(D-2) . D-3 i s K and w as he ld on 1 2/31/08 . B-1 i s A; B-2 isd iv idend; C-1 i s K ; and C-2 i s T.


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H on or a b l e Bob b y R . Ba ldoc kM ay 10 , 2010Page 3Please l e t m e know i f the Com m i ttee needs any add it iona l in fo rma t ion .

Documents

Anthony J Trenga Financial Disclosure Report for 2009