[Z NONE (No reportable non-investment income.) D NONE (No reportable non-investment income.) [Z NONE (No reportable reimbursements.

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1 Mccalla_Jon_P

2 Page2 of 8 MCCALLA, JON P. 5/13/2009 III. N 0 N-INVESTMENT IN CO ME. (Reporting individual and spouse; see pp of filing instructions.) A. Filer's Non-Investment Income [Z NONE (No reportable non-investment income.) SOURCE AND TYPE INCOME (yours, not spouse's) I B. Spouse's Non-Investment Income - If you were married during any portion of the reporting year, complete this section. (Dollar amount not required except for honoraria.) D NONE (No reportable non-investment income.) SOURCE AND TYPE I MCCALLA EAR, NOSE & THROAT, P.C. - PHYSICIAN IV. REIMBURSEMENTS - transportation, lodging, food, entertainment (Includes those to spouse and dependent children; see pp of filing instructions.) [Z NONE (No reportable reimbursements.) SOURCE DATES LOCATION PURPOSE ITEMS PAID OR PROVIDED

3 Page 3 of8 MCCALLA, JON P V. GIFTS. (Includes those to spouse and dependent children; see pp of filing instructions.) [Z NONE (No reportable gifs.) SOURCE DESCRIPTION VALUE I VI. LIABILITIES. (Includes those of spouse and dependent children; see pp of filing instructions.) D NONE (No reportable liabilities.) CREDITOR DESCRIPTION VALUE CODE I. FIRST TENNESSEE BANK MORTGAGE ON COMMERCIAL BUILDING, PART VII, LINE 47 N 2. FIRST TENNESSEE BANK MORTGAGE ON LAND (NOT HELD FOR INVESTMENT OR PRO DUCTION OF INCOME) M 4. 5.

4 Page 4of8 MCCALLA, JON P VII. INVESTMENTS and TRUSTS - income, value, transactions r1ncludes those of spouse and dependent children; see PP of filing instructions) D NONE (No reportable income, assets, or transactions.) A. B. c. Description of Assets Income during Gross value at end of D. Transactions during reporting period (including trust assets) reporting period reporting period (I) (2) (I) (2) Place "(X)" after each asset Amount Type(e.g., Value Value Type(e.g., (1) (2) (3) (4) (5) Date Value Gain Identity of exempt from prior disclosure Code I div., rent, Code 2 Method buy, sell, (A-H) or int.) (J-P) Code 3 redemption) (Q-W) Month- Code 2 Code 1 buyer/seller Day (J-P) (A-H) (if private transaction) I. I ST TN BANK - CHECKING/ SA YING, N A Interest J T EMPHIS, TN 2. FARMS, SHELBY CO, TN A Rent K R SHS TRUSTMARK BANK COMMON B Dividend K T 4. FARM LAND #I, SHELBY COUNTY, TN A Rent K Q FARM LAND #2, SHELBY COUNTY, TN A Rent J Q 11/28/94 6. FARM LAND #3, SHELBY COUNTY, TN A Rent J Q 11/28/94 7. SHS TRUSTMARK BANK COMMON c Dividend L T 8. IRA-WACHOVIA-FIRST EAGLE SOGEN D Dividend L T FDS INC GLOBAL FD CL A 9. IRA-WACHOVIA-AMERICAN FUNDS c Dividend K T -NEW PERSPECTIVE 10. IRA-WACHOVIA-FLOWERS INDUST A Dividend J T RIES SHS COMMON 11. SHS HANOVER INS A Dividend J T 12. SHS ALCA TEL-COMMON (Y) 1 AMERICAN FUNDS-AMERICAN GRO A Dividend J T WTH FUND 14. AMERICAN FUNDS-INVESTMENT CO A Dividend J T OF AMERICA 15. AMERICAN FUNDS-AMERICAN NEW B Dividend J T PERSPECTIVES FUND 16. FRACTIONAL INTERESTS IN FARM L A Rent K w AND, SHELBY CO., TN 17. FRACTIONAL INTEREST IN FARM LA A Rent L w ND, INHERITED, SHELBY CO, TN I. Income Gain Codes: A =$1,000 or less B =$1,001 -$2,500 c =$2,501 - $5,000 (See Colunuts Bl and D4) F =$50,00 I -$I 00,000 G =$100,001-$1,000,000 HI =$1,000,001-$5,000, Value Codes J =$15,000 or less K =$15,001-$50,000 L =$50,001 -$100,000 (See Colunuts Cl and D3) N =$250,001 - $500,000 0 =$500,001 -$1,000,000 Pl =$1,000,001 -$5,000,000 P3 =$25.000,001 -$50,000,000 P4 =More than $50,000,000 Value Method Codes Q =Appraisal R =Cost (Real Estate Only) S =Assessment (See Colunut C2) U =Book Value V =Other W =Estimated D =$5,001 - $15,000 E =$15,001 -$50,000 H2 =More than $5,000,000 M =$100,001 -$250,000 P2 =$5,000,001 -$25,000,000 T =Cash Markel

5 Page 5of8 MCCALLA, JON P VII. INVESTMENTS and TRUSTS - income, value, transactions (Includes those of spouse and dependent children; see PP of filing instructions; D NONE (No reportable income, assets, or transactions.) A. Description of Assets (including trust assets) B. D. c. Income during Gross value at end of Transactions during reporting period reporting period reporting period Place "(X)" after each asset exempt from prior disclosure (1) (2) (I) (2) (I) (2) (3) (4) Amount Type (e.g., Value Value Type (e.g., Date Value Gain Identity of Code I div., rent, Code 2 Method buy, sell, Month- Code 2 Code I buyer/seller (A-HJ or int.) (J-P) Code 3 redemption) Day (J-P) (A-HJ (if private (Q-W) (5) transaction) 18. IRA-WACHOVIA-INVESCO AIM-AIM C None J T ONSTELLA TION FD CL A 19. AGERE CL B COMMON (Y) 20. AGERE CL A COMMON (Y) 21. IRA-WACHOVIA-AMERICAN FUNDS A Dividend K T -AM GROWTH FUND OF AMERICA 22. IRA-W ACHOVIA-CALAMOS INVT TR - None K T NEW GROWTH FUND CL C 2 PUTNAM INVT FUNDS- MID CAP VAL None K T UE FD CL C 24. CALAMOS INVT TR NEW GROWTH None K T FUND CL C 25. ING FUNDS- INTL VALUE FUND CL C c Dividend K T 26. ROTH-FIRST TENNESSEE (Y) 27. IRA-WACHOVIA-VAN KAMPEN FD- A Dividend K T VAN KAMPEN GROWTH & INCOME 28. IRA-WACHOVIA-AMERICAN FUNDS A Dividend L T -GROWTH FUND OF AMERICA 29. IRA-WA CHO VIA-DISCOVER BK CD A Interest J T 30. IRA-WACHOVIA-ALLSTATE LIFE INS A Interest M T T-LINK ANNUITY 31. GROWTH FUND OF AMERICA A Dividend K T 32. COMMERCIAL REAL EST A TE-MEMP E Rent N R HIS, TN 3 IRA-WACHOVIA-GENERAL ELECTRIC B Dividend K T 34. IRA-WACHOVIA-PIMCO FUNDS-PAC I D Dividend K T Sold 5130 K D NVT MGMT COMMOD REAL RET ST (part) RAT l. Income Gain Codes: A =$1,000 or less B =$1,001- $2,500 c=$2,501 -$5,000 D =$5,00 I - $15,000 E =$15,001 -$50,000 (See Colwnns Bl and D4) F=$50,001 -$100,000 G =$100,001 -S!,000,000 HI =$1,000,001 -$5,000,000 H2 =More than $5,000, Value Codes J =$15,000 or less K=$15,00 I - $50,000 L=$50,001 -$100,000 M =$100,001 - $250,000 (See Columns Cl and D3) N =$250,00 l -$500,000 0 =$500,001 - $1,000,000 Pl =Sl,000,001-$5,000,000 P2 =$5,000,001 -$25,000,000 P3 =$25,000,001 - $50,000,000 P4 =More than $50,000,000 Value Method Codes Q =Appraisal R =Cost (Real Estate Only) S =Assessment T =Cash Market (See Column C2) U =Book Value V=Other W=Estimated

6 Page 6of8 MCCALLA, JON P. 5113/2009 VII. INVESTMENTS and TRUSTS - income, value, transactions r1nc1udes those of spouse and dependent children; see PP of filing instructions.) D NONE (No reportable income, assets, or transactions.) A. B. c. D. Description of Assets Income during Gross value at end of Transactions during reporting period (including trust assets) reporting period reporting period (I) (2) (2) (1) (2) (3) (5) (I) Place "(X)" after each asset Amount Type (e.g., Value Value Type (e.g., Date Value Gain Identity of (4) exempt from prior disclosure Code 1 div., rent, Code 2 Method buy, sell, Month- (A-H) or int.) (J-P) Code 3 redemption) Day (Q-W) Code 2 Code 1 buyer/seller (J-P) (A-H) (if private transaction) 35. AXA COMMON A Dividend Sold 6/30 J A 36. IRA-WACHOVIA-HOTCHKIS & WILEY A Dividend K T FD- LRG CAP VAL FDS CL C 37. PUTNAM FUNDS-PUTNAM FLOATING B Dividend K T RA TE INCOME FD CL C 38. IRA-WACHOVIA-HOTCHKIS & WILEY A Dividend K T fd- LRG CAP VALUE 39. HOTCHKIS & WILEY FD -LRG CAP V A Dividend J T ALUE FUNDS CL C 40. IRA-WACHOVIA-NUVEEN- NUVEEN A Dividend J T TRADEWINDS VALUE OPP FD CL C 41. IRA-WACHOVIA-CASH A Interest J T 42. WACHOVIA BANK DEPOSIT SWEEP A Interest J T 4 IRA-WACHOVIA-ALLIANCE BERNSTEI None J T N INVT- INTL VALUE CL C 44. IRA-WACHOVIA-CALAMOS INVT TR - B Dividend K T MARKET NEUTRAL FD CL C 45. IRA-WACHOVIA-MUNDER FDS- INC G A Dividend J T ROWTH MID-CAP CORE GROWTH CL A 46. WASHINGTON MUTUAL BANK CD (Y) 47. IRA-WACHOVIA-RYDEX SERIES FUND B Dividend K T Buy 05/30 K S-MANAGED FUTURES STRATEGY 48. I. Income Gain Codes: A =$1,000 or less B =$1, $2,500 c =$2,501 - $5,000 0 =$5,001 - $15,000 E =$15,001 - $50,000 (See Colwnns BI and 04) F=$50,001 - $100,000 G =$100,001 -Sl,000,000 HI =$!,000,001 $5,000,000 H2 =More than $5,000, Value Codes J =$15,000 orless K =$15,00! -$50,000 L=$50,001 - $100,000 M =$100,001 - $250,000 (See Columns CJ and 03) N =$250,001 - $500,000 0 =$500,001 -$1,000,000 Pl =$1,000,001 - $5,000,000 P2 =$5,000,001 -$25,000,000 P3 =$25,000,001 - $50,000,000 P4 =More than $50,000,000 Value Method Codes Q =Appraisal R=Cost (Real Estate Only) S =Assessment T =Cash Market (See Column C2) U =Book Value V=Other W=Estimated

7 Page 7of8 MCCALLA, JON P. 5113/2009 VIII. ADDITIONAL INFORMATION OR EXPLANATIONS. (Jndicate partofreport) SCHEDULE VII, LINE 2 1/3 INTEREST IN I FARMS, SHELBY COUNTY, TENNESSEE WAS PURCHASED ON JULY 20, 1982 FOR $96,800. THIS LAND IS IN AGRICULTURAL USE. SCHEDULE VII, LINE 4 INHERITED AN UNDIVIDED 1/12 INTEREST IN FARM LAND IN SHELBY COUNTY, TENNESSEE, DATED 12/16/94. SCHEDULE VII, LINES 5 & 6 RECEIVED AN UNDIVIDED 1/6 INTEREST IN FARM LAND AND AN UNDIVIDED J/12 INTEREST IN FARM LAND LOCATED IN SHELBY COUNTY, TENNESSEE, DATED 11/28/94. SCHEDULE VII, LINE 16 FRACTIONAL INTERESTS IN FARM LAND IN SHELBY COUNTY, TENNESSEE GIFTED IN SCHEDULE VII, LINE 17 FRACTIONAL INTEREST IN FARM LAND IN SHELBY COUNTY, TENNESSEE INHERITED IN SCHEDULE VII, LINE 32 COMMERCIAL REAL ESTATE WAS PURCHASED 8/3/03 FOR $479,988.

8 , FINANCIAL DISCLOSURE REPORT Page 8of8. MCCALLA, JON P 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 complete to the best of my knowledge and belief, and that any information not reported was withheld because it met applicable statutory 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 FAL AND CRIMINAL SANCTIONS (5 U.S.C. app. 104) ORT MAY BE SUBJECT TO CIVIL FILING INSTRUCTIONS Mail signed original and 3 additional copies to: Committee on Financial Disclosure Administrative Office of the United States Courts Suite One Columbus Circle, N.E. Washington, D.C