Mitt Romney Public Financial Disclosure Forms, 2007

"'
SF L78 tRev. 03/ 2000) Executive Branch Personnel PUBLIC FINANCIAL DISCLOSURE REPORT Form Approved:
OMB No. 3209- 000 1
5 C.F.R. Part 2 634
U.S. Office of Government Ethics
Reporting
1 Status
Incumb en t New Entrant,
Nominee, or I'X1
Termination
:L~ti~iliW~
1 v ii '( U Jlllll d~ • ou {JYJ l)jjll J,uttY .
D Any ifl~lfilllJ;il UHIJ.':ts>Jl ired to file
J.~ ·~~!.
Filer [ ]
Candidate ~
this reptfrfaM'.c!Qfs $fDA EfMtn 30 d ays
' I ._, _. I · ..., I after the date as ~'JP§~ t s required tO be
1 :::.=...::::==-----:-:~-----::-----:-:--------------P:.=.:;,~!!!.:+~~
Reporting
t- than~~ifay~,IJ.ftef the last day of the 7~~:::=-~777:;:-::-:-:-:;:;;::j filed , or, if an exten sion is granted, m ore
Individual's Name
. - .· . ,,·, .-.. . - filin8$UH: f·$~ wr}d, ~lll!f~ ~t11fct
20de0Ii
~-----------~~=;~~~~~_:_:_:~~_z~~~~~~~~~~~::.::~~;:~~~~~~~~~~--~~to a ee.
Position for Which
Filing Reporting Periods
Incumbents: The reporting period is
~-------------------------4~--~~~~~--~--~~--~--~~~~--~~~~~~~~~~~~~~~~~~~~~~~~ th eprecedingcalenda r year exceptPart
Location of II of Schedule C and Part I of Schedule D
Present Office .. . .. · << . , · i __,_·.. where you must also include the filing
(or fo rward in g address) · 5-85 '-Commercial· year up to the date you file. Part II of
Schedule D is not applicable.
Position(s) Held with the Federal
Governmen t During the Preceding Termination Filers: The rep orting
12 Months (If No t Same as Above} period begins at the e nd of the period
covered by your previous fi ling and en ds
~------------------------~~----------------~~--~~----~~--~~~~~----~~~~~~~~~~~~~~~~~-4 at the
Sch d a teD oftermination.
edule Partll of
is not applicable.
Pr esi d e n tia l . Nom in e e s S ub j ect~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~==~----------------~
t o Se n ate Co n firm a ti o n I Not Applicable
DYes [] No Nominees, New Entrants and
Candidates for President and
, . Vice President:
Cen ificauon Signa ture of Report ing l.lldividual Date (Month, Day, Year }
I CERTll'Y that the state men ts l have l ~
madeonthisformandull attached / ,-- ·' Schedule A--The r ep orting period
schedulesareu·ue, complete and correct /'-;/"/, ,, / / l C.J!-!l4-<- t"l. jl 4 .. for incom e (BLOCK C) is the preced in g 7
to the best or my knowledge. _ v-XA •. / r r · -.. <&.- calendar year and the current calendar ,
-- - year up to the date of filing. Value assets
:: Signat ure of Other Reviewer I Date (Month, Day, Year) as of any date you ch oose th at is within
Other Revie w 31 d ays of the date of filin g.
(lf desired by
agency)
Schedule B·-Notapplicable.
Schedule C, Part I (Liabilities) --Th e

Agency EthicsOffic lal' s Oplnlon I Sig natu re of_J?.es i ~na t e d Agency E~N!=~'l~~icial/Rev i~J'fig Official Date (Month, Day. Year ) reporting p eriod is the p reced in g calendar
On the:: basis of infonnution cLJntained in this .· year and the curren t calendar year u p to
rc~ort; I com:ludc that the filt:r is in comp lip.m:c any date you choose that is within 3 1 days
wnh app l icab l ~ laws am.l regul ation s (s ubject to
any ct.>mme1Hs in th e box bduw).
30/C:7 of the da te of filing.
Schedule C, Part II (Agreemen ts or

0 f fice of Gove rnm e n t Ethic s ~ --o------- - W r~· . IDat'e (Month. Day. Year )
Us e Only
/ ' t ;r ./7 I Arrangernents)-Show any agreements or
ar rangem ents as of the d ate of filin g.
ScheduleD --The re porting period is

*1'/1 ~/o. ~
the prece din g t w o calendar years and
Comments of Reviewing Officials (if addi tional space is required, use ch e re;•erse side of this shee t }
t-,---,,-.,----:---:----:-----~.----.,..--------------------------------1~ the current calendar year up to th e d ate
I"'".J\~ hbv-, iUL wd~~\ 'crY'. ('r"''Y\ ~ -1--t> ~ of filin g.
vee. Q-y-.. '0 / 1'5 / 0'1 (C~~blW&rexf6¥on1\.''tYP'ht&ifat~fitpfil!mce } D
with the Federal Election Campaign Act Agenc y Use Onl y
~Uk~ ~ f"t:C.. 0\ro.. ~( ,~, 01-
OG E Us e Onl y
(Check box if comments are continued on the reverse side} D
Supersedes Prior Editions. Which Cannot Re Used. 278-112 NSN 7540-01 -070-8444
OGE/Adobe Acrobot version 1.0.2 ( 11 /0 1/ 2004)
SF 27 8 (Rev. 03 / 2000)
5 C.F.R. Part 2634
~
Reporting I_ndividual's Name ~
Page Number
w. Mitt Romney - SCHEDULE A of
Assets and Income Valuation of Assets Income: t ype and amount. If "None (or less than $201)" is
at close of r e porting p e rio d checked, no o ther entry is needed in Block C for that item.
BLOCK:t> BLOCK B BLOCKC

For you, yo ur sp.o~and dependent children, Type Amount
report each asset held for investment or the
production of in come which had a fair market 0
value exceedin g $ 1,000 at the close of the re~ort- ;:::;- 0 0 "d
0 0 0 0 ~ ~
...... 0
ing period, or which generated more than 200 ;:l
q o. a·
o. 0 0
in income d uring the reporting period, together ......
0
0 0 0
f.J... 0
N
0
0
0 Other Date
with such income. ~
0
0
0
0
0 0 0 0 0 'i:: ~
0 0 0 Income (Mo., Day,
0 0 o. 0 Cl)
0 ...0
0
o0 . 0
<l)
~ 0 0 0 0 ... o. If) If) 0 Q) ~ 0 (Specify Yr.)
0 § ... ...
0 0 0
For yourself, also report the source and actual
amount of earned income exceeding $200 (other .s"'
0
0
0
q
q 0 0
0 0 o_
N
0
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0
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than from the U .S-Go'irernment ). For your spouse, <I)
,...., ...... ....... ..... 0 <I)
o. ~ ...... Amount) Honoraria
"" "" "" ......' ""...... ..... o. 00 q
report the source but .not the amount of earned
Q.J ~ ~ I I I 0 0 q f-< f-< 0:: ,....,
N lJ")
0 0I
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~
..... "" I I ...... ...... q 0 0 0

0 "d "d "d "d
I
0. s ] ..."'
income of more than $1,000 (except report the ..... ...... 0 0 0 ...... 0 0 0 I I I
....
I
actual am ount of any honoraria over $200 of

0
.....
0
0
q 0
0 0 0 0 0 0 0
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0
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If) <l) <l) s::
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Central Airlines Common

1-------------
Exa mples Doe jones&Smlth, Hometown, State
1 - - - - - - - - - - - - - ·- -
- -
X
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1-- 1- 1-
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1-- 1-
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·- Law-Partnership
- - ----
Income $130,000
- - - - ----
1 - - - - - - - - - - - - - - - =~=~ X 1-- 1- 1-
Kempstone Equiry Fund
1-- - - ·- :---- - - 1- ·- ·- ·- xj=j= 1-- 1- - 1-- ·- - - - ----
<-
IRA; Heartland 500 Index Fund X X X
l
see at t .ach e d an d Note 1
'
2
" This category applies only if the asset/income is solely that of the filer's spouse or dependent children. If the asset/ income is either that of the filer or jointly held
by the filer with the spouse or dependent children, mark the other higher categories of value, as appropriate. _
Prior Editions Cannot Be Used. DOE/Adobe Acrobar version 1.0.1 (3129/0l )

-
Reporting Individual's Narne - Page Number
w. Mitt Romney
SCHEDULE A 1
[W.Mitt & Ann Romney]
Valuation of Assets Income Type and Amount. If "None (or Jess than $201)" is checked, no
Assets and Income at close of other entry is needed in block C for that item.
- reporting period
i
BLOC~ BLOCKB BLOCKC

T rpe Amount
,..... ,.....
-0
0 "0 Date
o_ 0 0 c; 0
0 0 0 N 0
0 0 0
o· 6 "
iJ.,
"":a 0 0
0 (Mo., Day,
""c; 0 0 0 0
o· 0
E
0
0 6 Other Income
Yr.)
.,., .....,.,
0 0 0 0 0 0 0
~
"' 0 0 0 0 6 •0 0
0
0 o·
_.,., 0
13" ~ 0 0 6 •0 0
0 (Specify Type
·-
0
0
0
0
o. ·6 6 0
o. N
""'
0
Kl 0 a
0
a
0
a
0
6
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a 0 v:i
....
0
a
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~ <;; <;;
., "' aV) 0 a a· & Actual
---- 6V)
""' .,"" ....
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0 0 0
a N V) 0 6 ~ 0 Only if
.--· > 2 2 ."'c 0
6 6
"".
;;;; 6 ' a >. ...J 0
,....· lrl
;;;; ' Amount)
00 0a 00 6 "0
.El v:i ;;;;
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;;;; a
...J
. 0 a E-< E-<
~
0
""' 0
a 0a a Honoraria
-.,.,
a "' c:l 0 ""'
0
... 0a 0a 0a·
~
' 0 o · 0
a a
""I; 00
6 lrl
0a a .!l
""u ...c.
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c;
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0
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0 Ul
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B OF A BANK DEPOSIT ACCOUNT !NT CHECK #2 X X
13 OF A BANK DEPOS IT ACCOUNT JT !NT CHECK #2 X X X

-· -
B OF A BANK DEPOSIT ACCOUNT CHECKING# I X X X I
i
B OF A BANK DEPOSIT ACCOUNT SA V!NOS X X X
UBS MONEY MARKET-ACCO_UNT X X X X
I_
Rll)()(l..inglndividual's Name Page Nwnber
W. M itt Romney 2
SCHEDULE A
[W. M itt Romney Blind T rust]
., Valuation of Assets Income Type and Amount If "None (or less than S201)" is checked, no
reporting period
BLOCK A BLOCKB BLOCKC
T 'Pe Amount
~
0 "<:I Date
~ 0
0
0
0
0
0
0
0
6 ~
§
..."'0!ij 0
0
0
0
(Mo., Day,
!ij 0 0 0
0 ~ 6
0 8 c 0
0 6 Other Income Yr.)
.,..... .,..
0 0 0 0 0
6 0 0
" 6
6 ~
..."' ..."''
0 0 (SpecifY Type
~ q
0 0 0
~
0
*00 0 .§ *0
"'"'
0
0
.,..
0
0
6.,.,
0
6 .,.., 8.,.,
... ...
0
0
0
0
""'>
-.;
"'
.!!
"'"'
0
.,.,
0
0
0
0
.,..
0
0
0
0
6
0
0
... 8 ..."'' 0
0
& Actual
..."''
0
~ ~
.s
0
... 0
.... 0 6 ,., .0 6 0 0
Only if
.."' -"
:l ~ "'' 6 ' 0 c ~ :l 0
.......
.... ...~' ~ 6 6 Amount)
8 ...
0
-
0
~ 0
~ ' ' 8 00 0 0
~
0
0 0 00 .,..
0 Honoraria
...
0
6
8 00
' 00
.,..
00
' 0 0.
0
00 ... 6 8 .,..6
0
0
0
"<:I
.!!
Q.
"£g.
"<:I
"
u:: c0
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~
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es ~
' 0o . 0 00 8.,.. 0
0
0
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.,.. ... ..."' ...-
6 6.,.., 60 60
....,.. ~
0
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0
c ~
0 0 I; -~ "c0 0 6 I; ~
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6 0
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US DOLLAR X X X
GO LDMAN SACHS FINANCIA L SQUARE (SOLD) X X X X
GO LDMAN SACHS INSTITtffiONAL L1 (SO LD ) - X X X X
GOLDMAN SACHS BANK DEPOSIT X X
AB SVENSK EXPORT KREDIT 0% DUE 12115/2006 (SOLD} X X X
AB SVENSK EXPORTKRED IT 0% DUE 01106/2009 X X
AB SVENSK EXPORTKRED IT 0% DUE 0911 1108 X X
AB SYENSK EXPORTKREDIT 0% DUE .09(2812008 X X
AB SVENSK EXPORTKREDIT 0% DUE 11112107 X X
EKSPORTFINANS ASA 0% DUE 11 /30/2007 ...- X X
FFCB CA 4. 180000"/o 1212212009-06 JD (SOLD} ·. X X X
FFCB CA 5.25% 12127/20 10-07 JD : X X X
l
FHLB 2.250000% 051 15/2006 MN (SOLD} X X X
FHLB 2.45% OJnJ/2007 SER 459 (SO LD} X X X
FH LB 2.625"/o 02116/2007 SER 447 (SO LD} X X X
FHLB 3.5 00000% 11115/2007 MN X X X
FHLB 3.875000o/, 0 1/1512010 JJ X X X
FHLB 4.375000%03117/20 10 MS X X X
'LB 4.3 75000%09117/2010 MS X X X
. ,LB 4.500000%08/14/2009 FA X X X
FHLB 4.500000%0911612013 MS X X X
FHLO 4.625000%021 181201 1 FA X X X
FHLB 4.75%05115/2006 MN (SOLD) X X X
FH LB 4.75"/o l 21 16/2016 JD X X X
FHLB 4.H75% 0511512007 SER IH,9007 (SOLD} X X X
FHLB 4.875%05117120 17 MN X X
FH LB 5.250000%06118120 14 JD X X X
FHLB :; . .375% 05118/1016 MN X X X
FHL!l S.H% 0910212008 MS X X X
FHLB CA 2.000000%0212712006-04 FA (SOLD} X X X
FHLB CA 2.300000%07124/2007-03 JJ X X X
FHLB CA 2.490000%04113/2007-04 AO (SOLD} X X X
FHLB CA 3.250000% 1011912007-05 AO X X X
fHLB CA 3.500000% 1211212008-03 JD X X X
FHLB CA 3.625000%0113012009-03 JJ X X X
FHLB CA 4.125000%0912512009-04 MS X X X
Rt:portin~ Inc.LiviLlual's Nam~ Page Number
W. Mitt Romney 3
- SCHEDULE A
-
[W. Mitt Romney Blind Trust] -
Val uation of Assets Jncome .Type and Amount. If "None (or less than S201)" is checked, no
reporting period
T 'PC Amount
00 0 Date
"'" 0
---------
0 0
.... 0
0
0
0
8
0
0
0 ~ " ....
N
0
0
80
Other Income
(Mo., Day,
"
0 0 0
0 0 0
0
0 c :;j 0 0 00 Yr.)
~"
0
0
0
0
0
0
0 00
*00
0
0
0
. .,.; 0 0
s.," ., ~ 0 0 0
*00 0 (SpecifY Type
.....,.; .., ...."'
0 0 0 0 0 0 .,.; 0
80, 0 0 0
0 00 0 N 0 .!! 0 0 0 0 0 0
.... 0
& Actual
.3"'
'in 'in
rl"' 0 ..,"' ...."'0 ....
N o · 0 "> '";
.5 0 0 0
.,.;
0
..."'0. 0
iA
0 0
Only if
~
0
..J "' ....
;;;; "' ;;;; 00 ' 0 0
.5 ~ :>, "'
8. .... .,.; ;;;;
N" .... ;;;; 0
0
' 0
0 Amount)
£ ' 00 0 0 00 00
0
...
00 00
g
0
00
0
0
....
"'
"0
.!! "'.!!r:>.
"0
"
~
0
~
" o:g ":<9 " 0 .... ' '
8 0
' 00 .... 8
q
.,;
....
0 Honoraria
·;;:" c £~ ·a
0 ..: ~
0
8 0 8
~ .,.; 00 fr 0 0 0
-
u 0 0
00 0 0 ...,.. ~ "' 1!0 ~ ~
.,.; .,.; 0
~ ~
o, "u ...0 iA
u o.
- :z:" iA .... ....
0
"' iA
.on
...
N
0
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"' 0
u
>
0
.... .....,.; ...
N
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u
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0
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>
FHLB CA 4.400000% 1212 1/2009 -05 JJY'""" X X X
FHLB CA 4.875000%0610912009-05 MS X X X
FHLB CA 5 . 33~. 0310612012 MS· X X
FHLB CA 5.375000%02123/201 1-07 FA (SOLD)" X X X X
FHLB CA 5.8%051 17/20 11 MN (SOLD)" X X X

FHL<l CA 5.875% 11 12012013 MN X X X
FHLB CA 6.3%071 17120 13 JJ (SOLD) X X X

FHLB ScR: 1 CA 4.050000% 08/0412008·05 FA X X X
. -
FHLB SER: I CA 4.500000% 0313012009-06 MS X X X
FHLB SER: 3 12 5. 750000%051 15120 12 MN • X X X

FHLB SER: 424 2.625000% 071 1512008 JJ (SOLD) X X X
FHLB SER: 81-2009 4.250000% 11 11312009 MN (SO LD) X X X
FHLB SER: EY-9006 f.150000 % 08il 5/2006 FA (SOLD) X X X
FH LB STEPUP 0412512008-05 X X X
FHLB STEPUP l l/2612qt 0-04 MN SJ'EP CPN 3.00000Wo TO l
05126106 (SOLD) X X X X
FHLMC 3.5%09115/2007 MS X X X
KFW 0% DUE 51612008 X X
.. , ,A 6.79%05/23120 12 MN X X X
COMPANY CMN (SOLD) X X X
ADIDAS AG ADR CMN (SOLD) X X X X
AIR LIQU IDE ADR ADR CMN X X X X
ALLEKGAN INC CMN (SOLD) X X X X
ALLIANCE BOOTS PLC ADR CMN (SO LD) X X X
ALLIED IRISH BANKS PLC X X X X
ALLTEL CORPORATION CMN (SOLD) X X X X
AMDOCS LIMITED ORD INARY SHARES X X X
AMER IC'A MOV IL SAB DE CV X X X X
AMERICAN EXPRESS CO. CMN X X X X
AMERICAN STANDARD COMPAN IES CMN (SO LD) X X X X
AMERISTAR CAS INOS INC CMN (SOLD) X X X X
AMGEN INC. CMN X X X
ANGLO IKISH BK CORP PLC SPONSORED (SOLD) X X X X
AKM HOLD INGS PLC SPON X X
ASTA FUND ING IN C CMN (SOLD) X X X X
AUTOMAT IC DATA PROCESS ING INC CMN (SOLD) X X X X
AXA-UAP AMERICAN DEPOSITARY SHARES !SOLDl X X X X
.
Reporting llll.lividuN'I Name Page Number
W. M i tt Romney 4
. SCHEDULE A
[W. Mi tt Romney Blind Trust]
- .
V aluation of Assets Income Type and Amount. If " None (or less than $201)" is checked, no
r eporting period
BLOCK A BLOCKB BLOCK C
T pe Amount
.
~
~
~
0q 0 Date
~c ...0:a
0
0 0 8 N 0
(Mo., Day,
.... 0
0
0
0
0
0
0
0
0
0 8
0 Other Income
0 0 0 0 Yr.)
" 0 0 0 0 0 0
., § 0
~"'
0
s"
0 0
~
...' ... ..."''
0 0 0 0 00 _ .,.,.. 0 0 (SpecifY Type
*00 0
*0 0
0
0
0
0
0
0 0 0 0
..."' ..."' ...
0
.,.,.. N
0
0 t; B
., 0 0
0
0
0
0 0
0
0
.... 8o "
...'
.,.,.. 0
0
& Actual
" 0~
0 ~
~ q
...0"''
0 0
] ,.,
-;;; 0 0 0 0
.,.,.. 0 0 0
Only if
.... ... ...

0 N
~
> 0
j "' ;; 00 00 0
.E ·;
0
0 "' .,.,.. ;;;
N' ....
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0 Amount)
~
;;
-
0 Honoraria
00 00 ~
0 ' 00 0
0
~
00 §.,.,.. 0
0
' 0
00
00
0
00
0
0
;;;
....
0
0 0
0
0
0
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.,.,..
0
..."'.... -o
B
a.
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B
a.
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0:
~
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'0 0 0
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-
;;; ;;; c<o N
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~ 0 0 0
BAKER: HUGHES INC CMN. X X X X
BALLY TECHNOLOGIES INC CMN (SOLD) X X X
BANCO SANTANDER CENTRAL HISPANO SA (SOLD) X X X X
BANK FUKUOKA LTO ADR CMN (SOLD] X X X X
BANK NEW YORK INC CMN (SOLD) · X X X

BANK OF AMERICA CORP CMN (SOLD) X X X X
BANK OF HAWA II CORPORAT ION CMN (SOLD) X X X X
BANK QF II~ELAND SPON (SOLD) X X X X
BANK OF NOVA SCOTIA CMN (SOLD) X -- X X X
BANK OF YOKOHAMA LTD JAPAN X X X
BARCLA YS PLC.AMER DEP SHS ADR CMN (SOLD) X X X X

BASF AKT!ENGESELLSCHAFT X X X
BAXTER INTERNAT[ONAL INC CMN X X X
BEA SYSTEMS INC Ci'lMMON STOCK (SOLD) X X X

BEAR STEARNS COMPAN IES INCCMN (SOLD) X X X X
BELO CORPORATION SER A CMN CLASS A (SOLD) X X X
BOYD GAM ING CORP CMN (SOLD) X X X X
BP PLC SPONSORED ADR CMN (SOLD) X X X X
~AD RIDGE FINANCIAL SOLUTIONS (SOLD) X X X
.>OKLINE BAN CORP INC CMN (SOLD) X X X
CA INC CMN (SOLD) X X X
CADBURY SCHWEPPES P.L.C. ADR ADR CMN X X X X
CANADIAN NATURAL RESOURCES CMN X X X X
CANON INC ADR ADR CMN (SOLO) X X X X
CAP ITAL CITY BANK GROUP INC CMN (SOLD) X X X X
CARN IVAL CORPORATION CMN X X X X
CEMEX , S .A.B DE C.V. SPONSORED ADR CMN (SOLD) X X X X
CENDANT CORPORATION CMN (SOLD) X X X
CHECKFREE CORP NEW CMN (SOLD) X X X
CHICAGO MERCANTILE HLDGS INC CMN (SOLD) X X X X
CHINA MOB ILE LTD SPONSORED ADR CMN X X X
CH INA PETROLEUM & CHEM ICAL X X X X
CHITTENDEN CORP CMN (SOLD) X X X X
CISCO SYSTEMS, INC CMN X X X

CITADEL BROADCASTING CORP CMN (SOLD) X X X
CIT IGROUP INC. CMN X X X X
Rq)QrtiU8 llldlvidual'J Name Page Number
W. Mi tt Ronmey 5
SCHEDULE A
[W. M i tt Romney Blind Trust]
Val uation of Assets - Income Type and Amount. If "None (or less than $201)" is checked, no
reporting period
T •pe Amount
~
~
00 0 '0 Date
;;;; 0
0
0
0
80
0
0
0
0 "
"'""
...0
N
0
0
80
Olher Income
(Mo., Day,
.,c:: 0 0
~ 00
~
0
0
0
0
0
0
0
0
0
0
0
*0
0
0
0
0
.,.,..
0
0 0 ""
§ ., ~ 0 80
0
0
*00 .,.,..
0
...
(SpecifY Type
Yr.)
.... ...."'.
0
0 0 0 .,.,.. 0 0 0 0
0 0
.,.,
0
0 0 00 0 .., N
0
£ 0
8q 8.,.,.. 0 0 o. 0 0 0
..."' 0
.., ... 8. 0
:l ~
~
0 0 0 & Actual
"'..."' ..."' ;;;; ..."'

1:l
;;;; ....
0 0
.,.,.. N . "' 0 n; 80 g Only if
.E
~
Q
0 0
;;;; ..,
0
"'
00
0
;;;;
0 . a0
0
0 ....
0
0 .... g
0
0
0 0
0
00
0
0
00
00
0
.,.,..
0
0
0
....
"' £
>
..5
'0
c.
~
'0
£
c.
'0
"
u::
~
.,
'0
""'
'0
>.
0
<:>:
<>'!! ., 5
e
"'
c.?
~
0
~
·a.., "c0
.. 00 0
'
8
0
.
.,.,..
0
0 00 0
00
00
0
...
~
00
0
~
...
.,.,..
0
....
Amount)
Honoraria
"c0 ..,
o. .,.,.. 0 ~
">< u
'> 0N
;z "' ;;;; ...
;;;; ...
0
"' ...
0
"
>
"' 0 ..,
0
N
0
... ...
.,.,.. N
0
>
u
~
u
~ "
Cl i:5 "0
<:>: ~ u ;z .... ... ..."' ..,.,.,.. ;;;;
"' ..."'
0
;;;; c ... >
0
"
COCA-COLA AMATIL LIMIT ED (SO LD) X X X
COCA-COLA HELLEN IC BOTTLING CO X X
COMMERCE BANCSHARES INC CMN (SOLD ) - X X X X

CONOCOPHILLIPS CMN (SO LD) X X X X
COPA HOLD INGS, S.A. CMN CLASS A X X X
CVS CAREMARJ< CORPORATION CMN X X X
DELL INC CMN (SOLD) X X X
DEVON ENERGY CORPORATION (N EW) CMN X X X
DIAGEO PLC SPON ADR (SO LD) X X X X

D ISCOVERY HOLDING CO CMN CLASS A (SOLD) .·_
E.ON AG SPONSORED ADR CMN
- . - X
X X
X X
X
EASTMAN KODAK COMPANY (SOLD) X X X X
EMBRAER-BRAZ IL!A N AVIAT ION • X X X X
EN I S.P.A SPON ADR SPONSORED ADR CMN (SOLD) X X X X
ER ICSSON (LM) TEL CO ADR CMN CLASS B (SOLD) X X X X
ESS ILOR INTERNATIONA L SA ADR CMN (SOLD) X X X X
EXPEDITORS INTL WASH INC CMN (SOLD) X X X X
FED ERA T ED DEPARTMENT STORES IN CM N (SO LD) X X X
'lT DATA CORPORATION CMN (SOLD) X X X X
.:US MEDIA HOLD ING LI MITED CMN (SOLD) X X X X
FOMENTO ECONOM ICO MEX ICANO SAB (SOLD) X X X X
FOREST C ITY ENTERPRISES (SOLD) X X X X
FRANCE TELECOM SA SPONSORED ADR CMN X X X X
FREDD IE MAC CMN (SOLD) X X X X
FRESEN IUS MED ICAL CARE AG (SO LD) X X X X
FUJI PHOTO ADR NEW FOK I ORO ADR CMN (SOLD) X X X
FUJ IFILM HOLDINGS CORPORAT ION ADR CMN (SOLD) X X X
FURN ITURE BRANDS INTERNA TJONA L INC (SO LD) X X X
GANNETT CO. INC. CMN (SOLD) X X X
GAZPROM ADR EACH REPR 10 ORD RUR I O X X
GENERA L ELECTR IC CO CMN X X X
GLAXOSMITHKLINE PLC CMN (SOLD) X X X X

GOWMAN SACHS EMERG ING MARKETS EQUITY FUN D - X X X X
GOLDMAN SACII S GKUUI' , INC.(THE) X X X
GOWMAN SACHS STKUCT INTL EQUITY FLEX FUND X X X
GOGGLE, INC. CMN CLASS A X X X
Rl'flOOUl& Individual's Np.me Page Number
W. M itt Romney 6
SCHEDULE A
(W. Mitt Romney Blind Trust]
. Valuation of Assets - Income Type and Amount. If "None (or less than $201)'' is checked, no
Assets and Income at close of other entry is needed in block C for tbat item.
reporting period
T rpe Amount
...&
.. 0 "0 Date
0
0
0
0
0
8
0
0
ci
c
::1
""
...0
N
0 80
Other Income
(Mo., Day,
~
0 0 0
0 ci § 0
0
= ~
80
0
0 ci Yr.)
~-
0 0 0
ci 0 ci " ci
F: (Specify Type
..."' ..."'' ..."' 80
0 0 0
F: 0
*00 0
*00 ~ ..."''
0
0 0 0 ci 0 0 "'
.!l 0
0
0 ci
0
0
0
0 0 ci 0 N
8 ...
0
& Actual
... ...
0
Vl 0
:.; ~ 0 0 ci 0
~
0
0 ci 0 ci
~ 2 Only if
"' ...0 .s.,"
0 0 0
N
-~
-~ ...N" .· ..."' ;;;;"'' ...."'
> 0
Vl
;;;; ci 0 j 0 Vl
;;;; ci ci Amount)
;;;; 8 0 0 f- ~ o. 0
00 0
Honoraria
' § 00 0 ci .;g 0 ;;;; 0 0
0 ' '
0a 0 ·o
0
00 .... g ci ci ...I;
Vl £
g.
"0
.!!
"0
u::" c
1:>::
o<l t;
(.?
s "c ~
-' '' 0 0 00 § 00 ;;;; ci ..,
"'"
]"
~
0
0 0 0 ci ci 0 0
""' e ·g. ' 0 0 0 ~
""0
~
;;; 0 q .,..; I; o•
! ... ... . ... ..."'
0 0Vl
... ;;;;"' ... ..."' ..."'"'
0 0 Vl
ci 0
z ...."'
0
;;;; ..."'
N
0
....
"' 6
" 0
>
u
&l w
u
>< ::1
0' Cl
£
.s u z0 N N•
;;;; ... 0
;;;; >
0 ;;;; >
0
GROUPE DANONE SPONS CMN (SOLD) X X X X
OS GLOBAL EQUITY PARTNERS 1, LLC (Note 2) X X X i X
HA NG LUNG PPTYS LTD - X X

HARRAHS ENTMT INC·CMN (SOLD) X X X X
HCA INC. CMN (SO LD) X X X X
HEALTH MANAGEMENT ASSOC. (SOLD) X X X
HEARST-ARGYLE TEL INC CMN (SO LD) X X X
HEWLETT.PACKARD CO. CMN (SOLD) X X X X
HOYA CORP SPONSORED ADR CMN (SOLD) X X X

HSBC HOLDINGS PLC SPONSORED ADR CMN (SQLD ) ·"'- -:• - X X X X
IC' ICI BANK LIMITED SPONS ADR (SOLD) ~ X X X
INDE PE NDENCE COMMUN ITY BANK CORP (SQLD) X X X X
lNG GROEP N.Y. SPONS CMN (SOLD) .;. X X X
X
IN TERCONTINENTA LEXCHANGE INC CMN (SOLD ) X X X
INTERNET SECURITY SYSTEMS, IN C CMN (SOLD) X X X
INTESA SANPAOLO SPONSORED ADR CMN X X X
INTL BUS INESS MACHINES CORP CMN (SOLD) X X
I X
X I
INTL GAME TECHNOLOGY CMN (SOLD) X X X X
"UIT INC CMN (SOLD) X X X
ARES ITSE X INHAU CHINA 25 IND FD ETF (SOLD) X X X X X
JPMORGAN CHASE&: CO CMN X X X X
KAO CORP SPONSORED ADR CM N (SOLD) X X X X
KING FISHER PLC SPONSORED ADR CMN X X X X
KN IGHT RIDDER IN C CMN (SO LD) X X x :
KOMATSU LTD ADR (NEW) SPONSORED ODS CMN X X X X
KOOKM IN BANK SPONSORED ADR CMN (SOLD) X X X X
KOREA FUND IN C- (SOLD) X X X X X
KYOCERA CORP ADR ADR CMN (SOLD) X X X X
I
LAFAKGE SPONSORED ADR CMN (SOLD) X X X X
'I
LEE ENTERPRISES INC CMN (SOLD) X X X
LEH MA N BROTHERS HOLDING S INC CMN (SOLD) X X X X
LlllEKTY MEDIA C01U'0RAT ION (SO LD) X X X
LLOYDS TSB GROUP PLC SI'ONSORE D ADR CMN X X X X
LOAN SE C UKED BY PROP ERTY IN MISSOUR I, TX X X
LOG ITECH INTERNATIONA L SA ORD CM N X X X
LOG !TECH INTERN ATJONAL SA SPONSORED (SO LD) X X X
- - ~
R~'fl'lrtin g ln.lividu.ll'~ Name Page Number I

W. M itt Romney 7
- SCHEDULE A
- I
[W. Mitt Romney Blind Trust] -
Valuation of Assets Income Type and Amount. If "None (or less than $201)" is checked, no
Assets a nd Income at close of other entry is needed in block C for that item.
reporting period
T •pe Amount
-~ 0q
0
0
0
0
8 ""~ 0
.... 0
Date
.... q "' 0 (Mo., Day,
.
0 0 00 0
0 0
0 0 0 Other Income
0
" 0
s=
80 0 0 Yr.)
"
~"'
0 0 0 0
0
0
~'"
0
0 0
.,"
0 0 0 0 0.,., 0 0 (Specify Type
0 0 .,.;
.... 8
0
q *0 0
0
8.,.;
0
0
0
ci
0.,., 0
....., ....,.,
0
0
0
...
80 ...' ...'
.,.; N
~
.~
....,., j"'
0
0
0
0
0
0
0
0
0
8
0
.... 8 ....
q
8
.,.; 0
0
0 & Actual
.!!"' ...0"' 0 N ci
~
.s"> .5
0 0 .,.;
...0"' Only if
...' ...0'
<:;; ci 0 0
"' .,.; <:;; 0 Amount)
<:;; 00 0 1- 0 N' <:;; 0
0
0 00 ~ 0'" 0 Honoraria
0 ' 00 00 0 00 00
0
... 0
ci 8
ci ci
"' ~ ""a.
....
'0
~
'0
"
0:::
~
"" olJ Vi s
0
~
""' 00 00 0
0
0
<:;;
0
00 ...
0
.,.;
....,.
~
0
00 0 0
u a· .,.,
ci 00 0 0
....:::1 '0 !! ·g. 0
""0
~ ~
.,.; I; ...; ~
" .,.; q
..."'0 ...
c :~
= .s 0 0 0.,.,
... c" ...
0 0 Q)
0
;z: <:;; <:;;
0
..."' 0
<:;; ..."' .... >
.... ...
on"
.... 0"
N >
()
~
()
>< u ~
u ;z: "'
....N' <:;;
0
;;;; >
"' 0 U.l 0' 0 ~ 0
L'OREA L CO (ADR) ADR CMN (SO Lor X X X X
LOWES COMPAN IES INC CMN (SOLD) X X X X
LUKO IL OIL CO SPONS ADR SPONSORED (SOLD) X X X X
LUXOTT ICA GROUP ADS(SPONSORED) (SOLD) X X X X
MACY'S INC. CMN (SO LD) X X X

MANULIFE FINANCIA L CORP CMN (SOLD) X X X X
MASCO CORPORATI ON CMN (SOLD) X X X X
MATTSON TECHNOLOGY INC CMN (SOLD) X X X
MCCLATCHY COMPANY (HLDG CO) (SOLD) X X X

MCGRAW-HILL COMPAN IES INC CMN X X X X
MEDCOHEALTH SOLUTIONS, INC. CMN (SOLD) X X X

MEDIA GENERA L INC CMN CLASS A (SOLD) X X X
MEDIASET SPA ADRCMN X X X
MEDTRONIC INC CMN X X X
MERCANT ILE BANdHARES CORPORAT (SO LD) X X X X
MERRILL LYNC H CO INC CMN X X X X
MGM MIRAGE CMN (SOLD) , X X
MICKDSOn CORPORATION CMN X X X
'<.LEA HOLD INGS, INC. ADR CMN (SOLD) X X X X
IE SAFETY APPLIANCES CO INC CMN (SOLD) X X X X
MOODYS COKP CMN (SOLD) X X X X
MOTOKOLA INC (SOLD) X X
NAT IONAL AUSTRA LI A BANK LIM ITED (SOLD) X X X X
NESTLE SA SPONSORED ADR X X X X
NEW YORK TIMES CO.A CMN CLASS A (SOLD) X X X
NEXEN INC. CMN (SOLD) X X X X
Nil HOLDINGS , INC. CMN CLASS ll X X X
NINTENDO CO LTD (NEW) ADR ADR CMN X X
NOKIA CO RP SPON ADR SI'ONSORED ADR CMN X X X
NORTHERN TRUST COKP (SOLD) X X X X _I
NOVAKT IS AG-ADR SPONSORED ADR CMN X X X X
NOVELL US SYSTEMS INC CMN (SOLD) X X X
NOVO-NOIUJISK A/S ADR ADR CMN X X X X
OCEANfl RST FINANCIA L CORP CMN (SOLD) X X X
PARTNEI{S TRUST FINANCIAL GRP CMN (SOLD) X X X X
PA YCHEX , IN C. CMN (SOLD) X X X X
Rcportin& l.odividua l'' Name Page Number
W. MittRonmey 8
SCHEDULE A
[W. Mitt Romney Blind Trust]
- Income Type and Amount. If "None (or less than $201)" is checked, no
Valuation of Assets
"
reporting period
BLOCK A BLOCKS BLOCKC
T pe Amount
.. 0
o_ 0
0
0
'0
0
Date
....""
0
;;; 80 0 0
....c
N 0 (Mo., Day,
. .
0 0 0 0 0
c 0 0 0 0 0
c 0
0 Other Income
0 0 0 0 0 Yr.)
0 0 0 "' 0 0
~"' .5"
0 0 c)
0 0 0 0 0 .,.; 0 0 ~ 0 0 0 (Specify Type
0
0
0
0
0
c)
c)
"' -"'
c)
0
0
0
0
0
0
....
v;'
...
N ...."' 0
0
v> t; 2"'
::l
0 0
0
0
0
0
0
0
0
0
...
0
0
...
.,.; 0
0
& Actual
... ...0 ...0 ....-'

0 0 0 0
~
0 :::1 0 0
.... .... .... ~
c) 0 c) 0 Only if
.,.; 0
;;;
N
00 ' 0
~ "'0>. .5 j 80 "' .,.; .,.; 0
...."' ;;; 0 00
"""'
;;; 00 0 .E N' 0 Amount) Honornria
§
s
u 00 00 00 0 -5
c)
0
c)
00
0
0
.....
~
0
0
0
0
0
0
c)
0
0
0
0
c)
....
"'
~
'0
.!!
0.
'0
2
0.
'0
..:::"
....
~
c
a:
" o<jc
:g e
"'
Cl
3
0
~
·c.. "c0 § 00
.,.;
00 00
c)
q
....
~
c)
0
q
0
...,.,..;
...>
~
.,.; " "

...0 ;;; ..."' ....,.;
c
... ..."' ..."'
u 0 0 0 0
0
c) 0
..."' ..."'
0 > .,;
.... .... ... "> tJ tJ > 2
u"' :z
N•
;;; .,.,
....
0
;;; "> ....
..
:z ;;; N
0
N
0 til til "
0' 0 a:" .E N
0 0
PEPS ICO INC CMN X X X X
PEUGEOT S.A. SPONSORED ADR CMN (SOLD) X X X
POTASH CORP. OF SASKATCHEWAN - X X X
PRAXAIR INC CMN X X X : X
PROCTER & GAMB LE COMPANY (THE) CMN (SOLD) X X X X
PROM ISe CO., LTD . ADR CMN (SOLD) X X X
PUMA AG SPON ADR SPONSORED ADR CMN (SOLD) X X X X

QUALCOMM INC CMN X X X X
RAYMOND JAMES FINANCIAL INC (SOLD) X X X X
REED ELSEVIER PLC SPONSORED ADR CMN (S()t.p) ,.;;. - :· - X X X X
RESEARCH IN MOTION CMN ~ X X X
RIO TINTO PLC SPONSORED ADR : X X X X
~
ROCHE HOLDING AG X X X X
ROGERS COMMUN ICAT IONS INC CMN CLASS 8 X X X X
ROYAL CARIBBEAN CRU ISES LTD (SOLD) X X X X
ROYAL DUTCH SHELL PLC SPONSORED (SOLD) X X X X
RYAN'S RESTAURANT GROUP, INC. CMN (SOLD) X X X
SABMI LLeR PLC SPONSORED ADR X X X X
"lOFI-AVENT IS SPONSORED (SOLD) X X X '
AKTIENGESELLSCHAFT (SPON ADR) (SOLD) X X X
SATYAM COMPUTER SERV ICeS ADRCMN X X X X
SCHLUMBERGER LTD CMN (SOLD) X X X X
SEAGA TE TECHNOLOGY CMN. (SOLD) X X X X
SECOIA LTD (ADR) ADR CMN (SOLD) X X X
SHARP CORP (ADR) AIJR CMN (SOLD) X X X X
SHAW COMMUNICAT IONS IN C (SOLD) X X X X
Sfii NHAN FINANCIAL GROUP SPONSORED ADR CMN X X X X
SH ISc llJ(J CO., LTD . SPONSOReD ADI<. CMN X X X X •
SK TELECOM CO .. LTD . SPONSORED (SOLD) X X X
'
SKY FINt\NCIA L GROUP INC CMN X X X I
SM ITH & NEPHEW PLC ADI<. CMN (SOLD) X X X X
SONY CORPORATION ADR C:MN (SOLD) X X X X
SOUTHEH.N COPPER CORP CMN (SOLO) X X X X
SPRI NT NEXTeLCOR.I'ORAT ION CMN X X X
ST PAUL TN.AVELERS COMI'AN IES,IN CMN (SOLD) X X X
STAPLeS, INC. C:MN (SOLO) X X X X -
-
RliXnting Individual's N~tme Page Number

W. Mitt Romney 9
SCHEDULE A
[W. Milt Romney_Biind Trust]
---
. Valuation of Assets
- Income Type and Amount. If "None (or less tban $201)" is checked, no
Assets -and Income at close of other entry is needed in block C for that item.
r eporting period
BLOCK A BLOC KB BLOCKC
T'Jle Amount
~
~
00 80 Date
80
0
0 ""'c
.... ...
0
N 0
;; 0 0
0
0 " 0
0
0
0
Other Income
(Mo. , Day,
.,c · 0 0
~ 00
F=
0
0
0
0
0
0
80 0
8 *00
00
0
0
0
vi
0
0on
.... 8
0 "~
u
F= 0
0
0
0
0 •00
...
0 (Specify Type
Yr.)
...vi ... 0 0 0
0 0 0 0on 0 I! 0
8,,., q vi 80
...0 ...-' ...'
0 0 0 0 0 0 0
...' ...
0 N
0 ::! & Actual
.,.,. ,.,
~ - 0 0 0
~
[:! 0 Only if
...0' 0
....
N on 0 00
..s"> ~ ...cg ..3
0 on .,.,.
0 · on
0
0 0
... ...0' ....0' ;;0'
on ;; 00 0 '
..3 ;; 00 00 00 0 0 c-i
~ 00 8 Amount) Honoraria
' 0 49 ~ 0
0 '
~
00 00 0 00 80 ... 00 0 0
0
0
...."' ""'~il- ""'.!lc. ""'ta" " ~
\:l
~ ·a
] ~ 0 00 00 ;; 0 ....vi...
""'"
0 00 0 0 0 0 0 0 ~ 0
"c0 0 ~ ~
"> u>< w">< ·;:

= .s ., c 0 q N' o.
'"" .... ... ...
vi
...
o. 0
STERIS CORP CMN (SOLD)

;z: ... vi
;;
0·
....
"' ;; "'
....
N
..."'
0
>
0
" ...
0
.....vi ...vi
N
0 w
U.
0' 0
u
c.:
~
u
0
;z: N "' ... vi ;;
0on 0
;; >
0
" ... 0
">
X X X X
STERLING FINANCIAL CO~ORATION (SOLD) X X X
STMICROELECTRON ICS NV ADR CMN (SOLD) - X X X X
STRYKER CORP CMN X X X X
S UNCOR ENERGY INC CMN X X X X
SWISS RE INSURANCE SPONSORED ADR CMN (SOLD) X X X
SYBASE INC CM N (SOLD) X X X
SYMANTEC CORP CMN (SO LD) - X X X
TARGET CORP CMN X X X X
TO BANKNORTH INC. CMN (SOLD) . ".!- X X X X
TEKTRONIX INC. CMN (SOLD) ·. X X X X
TELEFONICA S.A. ADR SPONSORED ADR CMtf X X X
TELEV ISION BROADCAST LTD SPON ADR (Sol.D) X X X X
TESCO PLC (SPONSORED) (SOLD) X X X X
TE VA PHARMACEUTICA L IND LTD ADS X X X X
THE BANK OF NEW YORK COMPANY, CMN X X X
THE GOLDMAN SACHS GROUP, INC 0% 9125/08 (SOLD) X X X
. 'E GOLDMAN SACHS GROUP, INC. 0% DUE 1211112009 (SOLD) X X X

.;·GOLDMAN SACHS GROUP, INC. 0% DUE 3/25/10 X X
THE TRAVELERS COMPAN IES, INC CMN X X X
THERMO FISHER SCIENT IFIC INC CMN X X
TIME WARNER INC. CMN (SOLD) X X X X
TOTAL SA SPONSOREIJ AlJR CMN (SOLIJ) X X X X
TOYOTA MOTOR CORPORAT ION SPON ADR X X X X
TRIBUNE CO NEW CMN (SOLO) X X X
TYCO INTERN ATIONA L LTD. CMN (SOLO) X X X
UllSAG CM~ X X X X
'
UN ITED PARCELSERVICE, INC. (SOLD) X X X X
UNITED TECHNOLOG IES CORP CMN X X X
UNITED HEALTH GROUP INC CMN (SOLD) X X X
UNIVERML HEAL i ·H SVC (SOLD) X X X X
VERISION INC CMN (SOLD) X X X
VERIZON COMMUNICATIONS CMN X X X
VIACOIVII NC. CMN CLA SS U (SO LIJ) X X X
VIRGIN MEIJ IA IN CCMN X X X
VOUAFONE GROUP PLC SPONSORED AlJR CMN X X X X
Rcportin &ltdividual's Name Page Number
W. Mitt Romney 10
SCHEDULE A
[W. Mitt Romney Blind Trust]
Valuation of Assets Income .Type and Amount. If "None (or less than S20l)" is checked, no
reporting period
Tvpe Amount
~-------- I
~
~
0o. 0
...c 0
0
0
0
0
0
0
ci
"""
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0
..."'c 0
8
Date
(Mo., Day,
0
0
8
0 ci 0
"' 0
0
ci Other Income Yr.)
F:"'
0 0 80 ci
ci
0
0
0 ci
0
..."' ."'"' ..."' "s" F:"' 0

0
0
0
ci 0
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..
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..."'
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0
0
0
0
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ci ci 0 0
q 0 "'
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0
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ci
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0
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"' 0 .,..,
0 ~ ~ 0 0 0 ci
ci .... .... 0 0
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-;;;
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I
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.3 ."'
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;;;; ci j ;;;; ci o"
;;;; 0
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' 0
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0
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""" """'c
0 0
0 0 0 c.:: (!)
8 00 00 0 0
o.
0 ;;;; 0
0
0
0 ci ...."' ""0." ""B dd
e~ § 0o. 00 00 ;;;; 0 ...."'
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0q
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0. 0
£ ·o.
"c0 0 00 0 0 0
~ "c0 ci
-
.,..,
0 ~
t ·:;: ~
q t;
0
..."'"' 0> Jj" "
" 0
.... ... ..,
ci
c
0 0
"' 0
"' "' 0" .... ..."' w">< ..,"' "' 0
"> ..,
"' ;;;;"'
>
z .... ;;;; ....
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0 Ci c.::" .E u"' z ....
"' ;;;; 0
WACHOVIA CORP CMN X X X
WAL MART STORES INC CMN X X X I I X
WA LGREEN CO CMN (SOLD) - xl 1 1 I X X X
WA L-MART DE MEXICO SAB xl X X 1 I I X
WALT DISNEY COMPANY (THE) CMN X X X I I 1 X
WASH IN GTO N MUTUAL, INC. CMN X X X 1 1 X
WEBSTER FINAN C IAL COKP CMN (SOLD) X X X X
WEIGHT WATCHERS INTERNAT IONAL (SOLD) X X X X
WESTERN UN ION COM PANY (THE) CMN (SOLD) X X I X
WHITN EY HLDG CORP CMN (SOLD) X X X X
WILEY JOHN & SO NS CL-A CMN CLASS A (SOLD) X X X I X
WILLIAM BLA IR: NON-US EQU ITY LLC (huldings listed below)
(No<c 3)
ABB LTD.
<- X X X X I X
AEON MALL lfo. LTD.

ALLCO FINANCE GRO UP LTD .
BG GROUP PLC
CAP IT ALAND LTD.
CARPHONE WAREHOUSE GROUP PLC
CENCOS UD SA SPON ADR 144A
CHI NA VANKECOB HRD
CYRELA BRAZI L REALTY SIA EMPREEND IMENTOSE E
PAN.TICIPACOES
DENA CD. LTD.
DEN SO CORP.
DESARROLLADORA HOMEX S.A. DE C. V. (ADS)
DETICA GROUP PLC
EFG INTERNATIO NAL
ESPRIT HOLDIN GS LTD.
ESSILOR INTERNATIONA L S.A.
EUN.AZEO
FOCUS MEDIA HOLDING LTD. (ADS)
FU J l FOOD & CATERING SE RVICES HLDGS LTD .
HON HA l PRECIS ION INDS LTD GUN. REGS
INDJTEX S.A. :-
K.K. UAVIN C I ADV ISORS
KEYENCE CORP.
-
Rtpur1illClndividuaJ's Nru.ne Page Number
W. M.ittRomney 11
- SCHEDULE A
[W. Mitt Romney Blind T~t]
-
-
Valuation of Assets Income Type and Amount. If "None (or less than S201)" is checked, no
reporting period
T pe Amount
~
~
~
0 0 "0 Date
8N
q
~
c 0 0
0
0
80
c)
0
0
0
0
0
0
0
0
c
""
u. ...
c
0
0
0
0
0
0 Other Income
(Mo., Day,
0 0 0
"' 0 0 Yr.)
"'
~
0
0
0
0
0
0
0 0
*8
0 0
....; 0 0 g.," ., ~ 0 0 00
*0
0
0 (Specify Type
0
0
0
0
0
c)
0 0
..."' ..."'
0
0
0
0
.......;' ... """'

N
0
0 :;; .!l
....;>, 3
0
0
0
0
0
8...;
0
0
0
0
...
0
8c) ...'
....;
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3 ~ ...0"'' -
0
....;
..."'0' 0 N
;;; 0 0 "> ~
0
.,..
0 0
g Only if
...' ...0 ...8'

;;; 00 0 2 0 "'
,..; ;;; Amount)
;;; 80 00 8 0 .5 f- ., 0 ·;;; 0 ;;; 0
Honoraria
0 0 c.:: 0 0
... §
0 0
8 0q 80 80
' 8 80 80 ... § c)
c)
0
c)
..."' "0
.!l
Q,
"0
.!!
Q,
"0
"
u::
"0
::a"
c
0
cu £~ ·a. 0"c
olJ 5 ~
.,., 00
' 80 00 80 0 ...;
.....
...8 ...- ......;
u 0
.... ...
0 0
~
c) c) c)
c ....;
~
., ~ u u q ....;
~
u
~
0
;z; ... ;;;
0
..."' 0
;;; ..."'
N
0
...."' 0
"
>
0
....;
...
N
0
u
> u
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~ c"
'KUEHNE & NAGEL.INTERN KfiONAL AG
MACQUARIE BANK LTD.
MAN GROUP PLC
M ICI-!AEL PAGE INTERNATIONAL PLC
NASPERS LTD.
NESTLE S.A.
NORTHERN ROCK PLC
ORIXCORP.
RECK ITI' llENCKISER PLC
ROCHE HOLD ING AG
VEDANTA RESOURCES PLC
VEOL!A ENVIRONNEMENT S.A.
WILLIS GROUP HOLDINGS LTD CMN (SOLD) X X X X
WINDSTREAM CORPQRATION (SOLD) X X X X
Z IMMER HLDGS INC ~MN (SOLD): X l X X
GS EMERG ING MARKETS OPPORTUNITIES FUND, LLC (Note 4) X X X X X

GOLDMAN SACHS GLODAL STRATEG IC ENERGY FUND, LLC
1
" •Jte 4) X X X X X
·.oMAN SACHS GTAA FUND, LLC (Note 4) X X
oLIN VENTURE CAPITAL PARTNERS I, LP. (holdings listed below)
(Note 5) X X
S T ONE R IDGE PARTNERS, LLC
EUREKAGGN
. AWARDS.COM
I{JvJS NETWORKS , IN C.
L YNUXWORKS, INC.
NET IFI CE COMMUN ICATIONS, IN C.
R~,mi n a lnl.li vi dwl's Nllmc Page Number
W. M itt Romney 12
SCHEDULE A
(Ann Romney Blin_d Trust]
,. Valuation of Assets - Income Type and Amount. If "None (or less than $201)" is checked, no
reporting period
TIPe Amount
0q 0
....c
0
0
0
0
0 ""
&
0
....
N 0
0
Date
(Mo., Day,
0 8 0 0 0
..
F: 00 000 8
0
8 0 c:i
0
0
0
0 g 0
0
0
0
0
0
c
13"
~
F: 0
0
0
0
0
c:i
*00
0
§ Other Income
{Specify Type
Yr.)
00
c:i c:i 0
0
*0
8
0
v-i' "'
.... .... N ...."'
0
0
0 !l
...>. ::!... 0 0
0
8 ,.. 8 0
c:i
0
0
...
v-i' 0
0
">"'
- & Actual
0
"' 0v-i' .... "'
.... ..., a 0 0 0 ....
~ ~
0 0 0
N
"'
.3 ;;;; "' ..... ' ' ' 00 0 0'.... 0 80 N' o. 0 Only if
0 ;;;; .... ...
0 "' "' .... ....
"' ;;;; 0 c:i
...,..
0 ...l
00 .E ·; 0 Amount)
0
c:i
0
"'c ex: \.'j '
' 8 00 0 Honoraria
Q ' 0' §' ' 0 00 00 .... 00 00 00 ...."'...
'0 '0 '0 '0
' 00 ;;;; g
,.. ..." """ ,.. ,..
~ ~ 00
ol:! 'E §
..
~
......> q0 00
lC
~ 0q 0 00 ...
"0c:: 00 0v-i' 0 c:i
0. 0. ' 0
c:i 0 0
"u "u c ·g. "0c:: 0 0 0
~
v
;z ... ;;;; ... .... 0"> " ~ "' "> ...
0 0 B 0
"' ....
"' ;;;; ....N
"' 0 ..... .... v-i' N
~ &l 0' ex:" .E u ;z .... ....
N N' .... ;;;; ...."' ;;;; 0 0
>
GOLD MAN SACHS FINANC IAL SQUARE FEDERAL FUND X X X X

US DOLLAR X X X
All SVENSK EXPORTKREDIT .O% DUE Ol/0612009 _ X X
All SVENSK EXPORTKREDIT 0% DUE 101241200S X X
AU SVENSK EXI'ORTKILEDIT 0% DUE ll/1 2/07 X X
EKS I'DltTFINANS ASA O'Y, DUE 05129/0S X X
l'EDEI\AL HOME LOAN BANK 6.3 70000 OY/2612007 X X X
FFCB CA 3. 750000% 05/ 1K/2007 MN (SOLD) X X X
FHLB 4.375000%03117120 10 MS (SOLD)
- X X X
FHLB 4.500000% OY/1612013 MS
FHLB 4. 75% 03/IJ/2009 MS --- X
X
X
X
X
I' HLB 5.375%051 18/20 16 MN X X
FHLB 5.3 75 % 0111 1912011 fA .i X X
FHLB 5.5%011/1312014 FA- X X
FHLIJ CA 5.25% 05/0712010 MN X X
FHLIJ CA 5.33% 03/06120 12 MS X X
KFW 0% DUE 5/61200K X X
SLMA 5.250000% 03/1512006 MS (SOLD) X X X
'~/t.+ MANAGERS: JlQRTFOLIO 2 (holdings li s t~ below) (Note 6) X X X X X

ALLEGHANY CORP.
ALTERA CORP .
AMER ICAN GREETINGS CORP.
APRLA HEALTHCARE GROUP INC.
AVNET INC.
BAKER HUGHES INC.
!jED !lATH & UEYOND INC .
lli G LOTS INC .
CARD INAL HEALT H INC' .
CITADEL UROADCASTING CORP.
C:LOROXCO.
COCA-COLA CO.
COMCAST CORP . (CL A SPECIAL) -.
CONOCOPHI LLJI'S
CUSTCO WHOLESALE CORP .
COX RAD IO IN C.(CL A)
O ISCOVERY HOLDING CO. (C L A)
R~lOI'ling Individual's Name Page Number
W. M ilt Romney
. 13
SCHEDULE A
-
(Ann Romney Blind Trusr] -
Assets a nd Incom e at close of other entry is needed in block C for that item.
reporting period
T •pe Amount
.
0q 0 '0 Date
...0
--------
0 0 i
..... 8
0
0
0
0
0
6
0
60 "
:::>
J.L.
N
0
0
8 (Mo., Day, I
c 0 0 0 6 0 0 c:u c 0
0
8 Other Income Yr.)
~"'
0 0 0 0
~"'
0
"'"'...
0
0
0
0
0
0
0
0
0
6.,..,
0
00
... ..."'' ...
60
0
*00
0
0
0
.,.;
.... ....
.,.; N ..."'
0 0
0
0
s"'
u
2"'
...,., ~
0
0
0
0
0
0
.,·
8
0
0
0
60
0
0
*00
0
0
...'
.,.; 0
8
(SpecifY Type
& Actual
~ ~ ...0"'
0
...0"' ..."'"' ...8."' .,;

0 0
0 0 Only if
-
N
.,.; > ..3 .,; 6
.....l .,; .,; 0
0
00 00
' 00 0
0 c
.;g 0
<':!
·a 8 .,; 0
0 § 8
0
AmoWlt) Honoraria
0 0 0 .,; ;;
..... ....,·
Q_ ;; ;; 0 00 00 .,; 0
..."'. '0
£
'0
£
'0
..." ·;;:"'""
~ (;)
s ' '
§ ;;
.
c .,;~ 0">
;; 6 6 0 ~ oll ~
;; 0
0 0 6 0.,.., 6 :; 0 0 0 fr fr cu £i'i ·;;. u
;;
' § .,.., § 0 0
"" q ... ....
.,.; .,.; c: .,.; u
0
;z: .,; .,;
0
..."' 0
.,; N
"'
0
0
>
...
0 0
.,.;
.... .....
N
0
"
>
u
tll tll
u
"
Cl 0 ~ .5 u"'
0
;z: ...
N
.... ..."' .,.;
..... .,;
0
..."' 0
.,;
DRESSER-RAND GROUP INC.....- ---
E. W. SCRIPPS CO. (CL A)
ENSCO INTERNATIONAL INC.
FIN ISH LINE INC. (C L A)
FOOT LOCKER INC.
GENEI\AL ELECTRIC C:O.
JO-ANN STORES INC.
L-3 COMMUN ICATIONS HOLD INGS INC.
li!lEKTY GLOBAL INC. (CL A) ..
LlUEKTY GLOBAL INC:. SERIES C
LIUERTY MEDIA HOLD ING COKP. CAP ITAL SERIES A
LIUERTY MEDIA HOLDING CORP. INTERACTIVE SERIES A
MERCURY GJiliERAL CORP.
MICROSOFT COI\P.
MILLI I'ORE CQRI'.
NATIONAL IN:frRUMENTS'C:ORP.
NATIONAL OIL WE LL VARCO INC.
NEWF IELD EXPLORATION CO.
NIKE IN C. (CL B)
PATTERSON-UTI ENERGY INC.
PAYGHEX INC.
PEABODY ENERGY CORP.
PI<AXAIR INC.
Pl{OGRESSIVE CORP.
'l
. RADIOS HACK CORP.
RENT-A-C:I::NTER INC.
ROSETTA RESOURCES INC.
ROWAN COS. INC.
S,\NOFI-AVENTIS (Al>S)
SCHLUMUERGEI\ LTL>.
SEALEL> AIR CORP.
ST. PAUL Tl\AVELEI\S COMPAN IES INC.
STI\ YKER CORP.
TR INITY INDUSTRIES INC.
UN ITEDHEALTH GROUP INC.
V IACOM INC. (CL U)
-
~ODAFONE GROUP PLC (ADS)
R~rti n glnilividual 's Name Page Number
W. Mitt Romney 14
- SCHEDULE A
-
(Ann R omney Blind Trust] -
reporting period
T 'Pe Amount
sq
."'
~
0
Date
0 0
"'"' 0N
---------
0 0 0 0
"'""'
.... 0
0
0
0
0
0
c)
0
0
0
0
0
0 Other Income
(Mo., Day,
~
"'"' 0
0
0
0
0
0
0
0
0
0
00
*00
0
0
0
0
0
.,.;
0
0
.,.., 0 "g" ~"' 0
0
0
0
00
*00
0
0
....,.;
(Specify T ype
Yr.)
.... .... ....

0
£
-
0 0 0 0 0 0
c)
.,.., 0 .,.; 0 0 0 0 0 0
0 0 c)
.,.., 0 N 0
8 0
& Actual
">c f-~ .s 3
~
]
0
::l 0
.,c) 0
.... .... ;;;;
N 0 00 -;; 0 0 0
.,.; 0 0
.... 0 0
Only if
.,.;
-"'"
0
~ ;;;; .... ;;;;
0
0
00 s 00 0 ~
0
q "' ....
....N' .,.;
;;;; ...."' ;;;; 0
0
00
0
0 Amount) Honoraria
0 c) ~ p:: "' 0 .....
0 s o_ 0
.,.;
Q ' 00 00 0 00 00 .... c)
0
0
0
...."' fl. "''5." "'to::" :"S!"" ~ e s ' ' 00 00 ;;;; 0 ....
..
0 ~ ~ 0
""0 s 0q 0N' 00
0 0 0 0 0 ' 0 0
" .,.; ., c)
c) I; .,.; ~
"u>< .,.; 0 q I; ~
..--- ~
.. z"'
0
o.
... ., ;;;;
c)
;;;; ....
0 0
.... ....
"'N
0
>
0
....
0
.,.; N "
>
.... 0 "'-1
u
><
~ '0""' q " ..s ~ z .... .... .... .... ...."' ;;;; 0" ;;;; 0>
"
- ~ p:: .!! "'
N .,.; ;;;; 0
WACHOV IA CORP.
WAL-MART STORES INC.
WASTE MANAGEMENTJNC.
WATERS CORP.
WELLS FARGO & CO.
WI LLIS GROUP HOLD INGS LTD.
ZALECOIW
ALP HA+. MANAGERS: POKTFOLIO 4 (holdings listed below) (Note 7) X X X X X

ADVENT CAP ITAL
AES CORP.
AMIIAC FINANCIAL GROUP INC.
AMllASSADOt\S GROUP INC.
AMERICAN TQWER COilP.
AMSUKGCOIJi.
AMVESCAP PL£ (ADS)
APOLLO GROUP INC. (C L A)
AUTOZONE INC.
BED !lATH & BEYOND INC.
BERKS HIRE HATHAWAY INC. (CL A)
BROWN & BROWN INC.
CAKMAX INC .
CA KPENTER TECHNOLOGY CORP.
CAKTER'S INC .
. CDWCORP.
CLEAR CHANNEL COMMUN ICATIONS INC .
CLEAR CHANNEL OUTDOOR HOLDINGS INC.
COIN MACH SERVICE COIU'. CL A
CO IN STAR INC .
COM PT ON PETROLEUM CORP.
COR INTH IAN COLLEGES INC.
CORR ECTIONS CORP. OF AMERICA
COX RADIO INC. (CL A)
CKOWN HOLD INGS INC.
C UMULU S MEDIA INC .
DENIJURY RESO UKCES INC.
___ ___§r\ STMAN CHEMICAL CO.
R~j)l)l'l i nl,!: lntli\idu;l's Na m ~ Page Number
W. Mitt Ro mney 15
SCHEDULE A
(A>Ul Romney Blind Trust) I
I
Valuation of Assets
reporting period
BLOCK A BLOCK B BLOCKC
T •oe Amount
..."'-
~
0 0
0
0
'0 Date
o. 0
~
0 0 0 0
;;; 0 8 0
o"
o" 0 0
0 (Mo., Day,
"' g 8 0
0
0
0 o" 0
0
0 c !ii 0
0
0 8" Other Income Yr.)
~"' ... 1l"
•00 00.,)' 0.,.,· o" 000 o"
0
0
0 0
0
o"
0
o"
o"
0
" ~ 0
0
0
0
0 0 *00 0 0 (Specit)' Type
0 0 o"
"' ...
q .... .... "'' o"
N ,\! 0 0 0 0 0 0
....
.,)'
8
~ ~
0
~ & Actual
3"'
0
.,)'
;;;
o" 0
....
"' .... ....
N
"' .... g
0
00 0 >
.E
:;, "'
.!3 l 0
0
0
0 0 0
...N'"' ... ;;;.

0
.,)'
.,)'
0
....
"'
0
;;; .... 0
o"
0
' o"
0 Amount)
Only if
..."'~
00 00 ]., ~ c:>"'
0 ;;; 0 00 0 Honoraria
0
~
0q 00
'
§ ' 0o" 000 0o"
0
0
.... g o" 0
0
0
0
'0
£
fr
'0
£p.,
'0
..::"
:2
~
~ ·a
3 ~
' 00 0 § §
'
00 00
o"
... § ...., .,)'
"0 0
~
""0
~
~ ~
;;;
" c
o" 0
" 0 "
.,)' 0 0 .,)' V'l
.,)'
... "' 0" .... ... ... 0"
0
V'l 0 0
.:!: £ 0
> > > >
:z: ;;; ....
"' ;;; .... ....
N .,)' N
~ "
w
:::>
Ct 0
0
~
N' ....
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;;; ....
"' ;;; 0 .... 0
ECHOSTAR COMMUNICATIONS CORP. (CL A) -
ERESEARCH TEC HNOLOGY INC.
fAIRFAX FINANCIAL HOLDINGS LTD. -
FEDERATED INVESTORS INC.
flllELITY NATIONAL FINANCIAL INC.
FOR WAI(l) AIR CORP.
GRUPO TELEVISA ~ . A. DE C.V. (AOS)
HARLEY-DAV IDSON INC.
HEALTHEXTRAS INC.
,_ --
HEARTLAND EXPRE~S INC.
IDEARC INC.
INTERNATIONAL SPEEDWAY CORP. (CI, A)
JOHN WILEY & SONS INC. (CL A) i
JOURNAL REG ISTER CO.
K.EY ENERGY ~ERV ICES INC.
KRONOS IN C.
LAMAR ADVERTIS ING CO. (CL A)
LI BERTY GLOBAL INC. (CL A)
LlliERTY GLOBAL INC. SER.IES C
Lll. CLA IUORNE INC.
MARKEL CORP.
MARS H & MCLENNAN COS.
MASSeY ENERGY CO.
MERED ITH CORP.
MG I PHAKMA INC.
MI DeVELOPMENTS INC. (CL A)
M tCKOS SYSTEMS INC.
M(JHAWK INDUSTR IES INC.
NCR CORP.
NUCOZINC.
I
ODYSSEY KE HOLDINGS COKP. I
U::>TEI\H.E ICHISCI·IE POST AG

PARAMOUNT RE::>OURCES LTD. ·-
I'ENN NAT IONAL GAM ING INC.
l' lUNeER NATURAL RESOURCeS CO.
I' L UM CReEK TIMBER COMPANY INC.
Pt' L CORP. - -- -- - - -·- - - - - L --- ----
Repurtiog lnlli\·idu:a\'5 Name Page Number I
W. M i tt Romney 16
- SCHEDULE A !
-
[Ann Romney Blind Trust] -
Valuation of Assets Income Type and Amount. If " None (or less than $201 )" is checked, no
r eporting period
BLOC K A BLOC KB BLOCKC
T 'De Amount
0q 0 ..,c ~
0N Date
0 0
...
---------
0 0 0 0
.... 0
0
0
0
0
0 00
"'" 0
0
0
0
Other Income
(Mo., Day,
@ 0 0 0 0 0 0
" " 0 0 Yr.)
~"'
0 0 0 0 0
0
J§"
00 0 0 0
0 0 0 0 .,., 0 0
*00 (SpecifY Type
~
::l
0
0
0
0
0
0
0
.,.; 0.,., ;;;
0 N
.,.,
0
...
0
0.,.,
....
0
*8 0
.... 000 ."' "'
... .....
N ....
0
0
0
00 ""'> ~ ~
B
~
,., .s ~
"' 00 0
0 0
8.,.;
0
8.,.;
0
0
0
0
0
0
0
0
.... 0 ..."'
0
0
0
0 &Actual
Only if
"
-I ;;; .... . 0 00 00 0
0
.E
0.,., ..,
0
'"
.., .;g ..:0 0"' 0
0
....
"'
....,..; .... ;;; ....
"' ;;; '
0
0
o. 0
6
0
...,,.,
0
Amount) Honoraria
0
~
' 0
0 0.,.; 0 0 0 08 00
0 .,.,
0 0
.... 0
0
0
0
0
0
0
... B "" <;:;
c
fr u0. ;;;" """ ~ I! ·g.
.!! ~
5 uc ~
' 00
' '
8.,., 00 00 00 00
0
....
:;
0
0
0
I;
0"
~ ~
.,.; > o.
z
c
...
o. 0.,., 0
. ..
0
>
0 0
;;; .... ;;; .... "' 0" ;;; .... .... 0" ~ &1 Cl
0 0
:~ u
"
" 0 ..: ..s u z ... ....
.!! 0 0 N
...
,...; .,.;
.... "'
;;;
0
...."'
0
;;; >
;;; >
.- ·-
N V"O N
0 0
.PROTECTIVE LIF E CORP.
.
RADIO ONE INC.
SAGA COMM UN ICATIQNS INC. (CL A)
SC iENTIFIC GAMES CORP.
SPRINT NEXTEL CORP.
SYMANTEC COIU'.
TALISMAN ENERGY INC.
TCF FINANCIAL CORP.
TliE HANOVER INSURANCE GROUP INC.
TiUARC COS. INC. tCL ll)
TYCO INTERNAT IONAL LTD.
VERIZON COMMUNICATIONS INC.
WESTMIERICA IJANCORP
W!iJTE MOUN'j:AINS INSURANCE GROUP LTD.
WJNNEIJAGO i['IOUSTRIES INC.
YNJOO! INC ."-
ZcllRA TECHNOLOG IES CORP. (CL A)
ALT RlJo.GROUP INC CMN (SOLD) X X X X
·''1ERJCAN EAGLE OUTFITTERS INC (SOLO) X X X X
cRJCAN FINL RLTY TR CMN (SOLD) X X X
... .!ERJCAN HOME MTG INVT COKP CMN (SOLD) X X X X
AMEK JCAN POWER CONVERS ION CORP CMN (SOLD) X X X X
AMEIUCIUOD IT CORP CMN (SOLD) X X X
AS HFOKD HOS PITALITY TRUST INC CMN (SOLD) X X X X

UERKSH IJU HATHAWAY INC. CLASS B (SOLD) X X X
CINTAS COI\.POMTION CMN (SOLD) X X X
COMCAST CORI'OI\ATION CMN CLASS A VOTING (SOLD) X X X
CUNSOL ENERGY INC . CMN (SOLD) X X X X
DJ FAo\lll Y UULLUOG FUND. L.P . (holdings listod below) (Note X) X X X X
AilEKDEEN NEW THAI INVESTMENT

AbEIWEEN GROWTH FUND X
Y•"\MANA GOLD INC
NATUS MEDICAL INC
BROOKS AUTOMATION
MEXICAN RESTAURAN TS INC
EL ECTRO SC IENT IFIC INDUSTRIES INC
KOREA FUND X
R'1'Qning lndividual's Name Page Number
W. Mitt Romney 17
- SCHEDULE A
-
[Ann Romney Blind T rust] -
reporting period
TIJ)e Amount
------ q8
.... 0
0
0
0
0
g
0
d
0
g
d
0
...,.
""
""'.
-
..."'
0
0
0
0
0
q Other Income
Date
(Mo., Day, ,
" 0
0
0
0
0 0 0 0 0
""' ""' 0
g
o_ 0
0 Yr.)
~"'
0 0
~
...d
0 0 0
0 0 0 (Specify Type
0 § 0 dV) 0 0 *00 0
vi
vi V)
0
0 .§ " 80 0 0 *00 0
....vi 8q
0 0 0 0
.... ....."' 0 1;j
B
~ 8.,., 0 0
.,.,
0 0
... & Actual
.5"' .s
0
... ...-
0
~
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...d' "' ....
....
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0
0 V)
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c>
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~ j vi
vi V)
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80 0 >. 0
0
....
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~ 8
0 0
~ 0
8 (}. .... Honoraria
0 ' 0
....... 8 ci
........ ~
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~
. 00 00 8 80 00 0
0
§
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0
V)
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g. """"' s
.. " "'!!
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' ' ' 8q 8 8 .... 0
vi
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8 8.,.,c-i §vi .,., 0
~ ,.:""
ci
....,.,0 ~8 0 "'
0 0 0
c -; t;
u ;z" ...
0
.LATIN AMERICA FUND ....-·-

-
0
;z ... vi
~
.,.,
0
"'
0
~ ..."' .,.,
0
..,_ 0
>
u
... "'.....
0 vi
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..... .... .... ~
>
0
X
. MEDCATH CORP
METALLIC VENT URES _GOLD
METALLIC VENTURES GOLD- WARRANTS
NATCO GRO UP INC
NATCO CONVERTIBLE PREFERRED -
PEDIATR IC SERV ICES OF AMERICA
RAD ISYS CORP
SUPERIOR ENERGY SERVICES ..
THA I FUND INC X
DISCOVERY HOLDING CO CMN CLASS A (SOLD) X X X
EC"C CAP ITAL COIU'OKAT ION CMN (SOLD) X X X
EKSPORTfiNANS U%,PUE J/IJ/20!1'1 X X
fR IEDMAN, BILLINGS;-RAMSEY GRP CMN CLASS A (SOLD) X X X
GOLDEN WEST FINAf'li:: IAL CORP CMN (SOLD) X X X X
'
GOLDMAN SACHS INT'L !UOAL ESTATE SECS FUND X X X X
GS 2002 EXCHANGE PLACE FUND LP (holdings listed below) (Note 9) X X

JCO M CORP
99 CENTS ON LY STORES
AllBOTT LABORATORIES
ACTUATE CORPORATION
ADOBE SYSTEMS INC
AES CORP ORATION
. AFF ILIATED MANAGERS GROUP
ACCO C(IRPOJ<.ATION
ALCA"rEL SA
ALLEGHENY TECHNOLOG IES INC
ALLEKGAN INC
A LLT EL CORPOILATION
A LTEILA CORPOILATION
ALT RIA GROUP INC
AM !lAC f iNANCIAL GROUP INC
AMERICA MOV IL SAB L>E CV
AI'.IERJCAN EXPRESS CO
AMERICAN INTERN ATIONAL GRO UP
-
AMEK ICAN STANDARD COS INC
R~1)Ql1i n& lndhillw.1'1 Name Page Number
W. Mitt Ronmey 18
SCHEDULE A
[Ann Romney Blind Trust]
Valuation of Assets
reporting period
T •pe Amount
8q 0
;;;
0
0
0
0
0
0
0
00
""§ 8N
.... 0
0
0
Date
(Mo., Day,
§ 0 0 "'c" @ 0 0
Other Income
@ 0
0
0
0
0 0 0 0
. 0 0 00 Yr.)
.·ra 3..
0
..
~ 0
0
0
8
0
0
0
0
0
0
0
0
8 *00
0
0
...."'
0
..."''
N
0
...."'
0
0 s." .!l
~
0 0
0
0
0
0
0
0
0
0
0
0
*00 0
..."'' g
0
o .
(SpecifY Type
..."'' ..."'' ;;; ... 0

0
">c ....~ ~
0 &Actual
"' .... ;;; ...
0 0 0 0 0 0 0
0 .... ;;
-"" ""
0 0 0
0 N 0 Only if
3 0
...' ' "'' "'' 8 8 8 ... 80 ..."'

...
c
s "'8
....
"' .... 0 ' 80 0 0
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;;;
' 8· 8 80 80
0
0
...
80 80
0
0
..."'
0 "0 ~
c
& (!) 0
0 0
0
0 C!. Honoraria
80 0 0 0 .!l
fr
.!l
Q, "
0.:: u "d 1;;
~
~
8q 8.,., 8 0
...8 ... ... ..."' ;;;"' ..."'0 ;;; 0 ...~ 6"

0 0 0 0 !! 0 0 d
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d .,.,
d 0 ~
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" -;;; ""

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8 "
;z:"
0
~
u
~
AMERICAN TOWER CORP -CL A

0
;z: ;;; "'
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0
;;; ...
N
0
.... ">
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0
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u
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0
>
AMERIPRISE FINANCIAL INC

AMGEN INC -
AMY LI N PHARMACEUTICALS INC
ANALOG DEV ICES
AN HEUSER-BUSC H COS INC
AON CORPORATION
- ASSOCIATED BANC-CORP
AT&TINC -
AUTOMATIC DATA PROCESS ING
AV IS BUDGET GROUP INC
.--
BANK OF AMEKICA CGRPORATION
lll:I&T CORPORATION
BEAR STEARNS COM PANIES INC
'
BEIU<SHIRE HAT HAWAY INC-CL A
BEST BUY CO IN C
BIOGEN IDEC IN C
13013 EVANS FARMS
BOEING COMPANY
HOSTON BEER COMPANY INC -C L A
k!CJSTON SCIENTifiC CORPORATION
BOWNE&CO
fl l' PLC- SPONS ADR
UR ISTOL-MYERS SQU IBB COMPANY
Eii<OADCOM COI<l'ORATION -CLA
UKOCADE COMMUN ICATIONS SYS
HKOWN-FORMAN CORP - CLASS A
CABOT CORPORATION
CADENCe DES IGN SYS INC
CAIVIPUELL SOUP COM PANY
CAP ITAL ONE FINANCIAL CORP
CARN IVAL.CORI'
CASEY'S GENERAL STORE, INC -
C UOT HOLD INGS INC-CLASS A
C US COIU'·CL 1:1
CHARLES RIVER LAHS
CliEVI<ON COI<l'
- L-~ --
- L.,_ --
Rq;xrting lnl1h1dual's Name Page Number
W . Mitt Ro mney - 19
- SCHEDULE A
Valuation of Assets Income Type and Amount. If "None (or less than 5201)" is checked, no
.Assets and Income at close of otber entry is needed in block C for that item .
reporting period
T pe Amount
~
-------
0 0 '0
...o. 80
0
0
0
0 =
:l
...0
N 0
Date
. 8
0 0 ~ (Mo., Day,
0
0
... 80
= 0
0
0
0
0
0
0 0 0
0
0 Ci c
0 g Other Income Yr.)
~"'
00 8 0
.§" p o"
.... ....,.,
0
0 0 0 0 0 0 (Specity Type
.,;- *0
....,;-'
0 0
0 "' 0 0 o_ 0
0
8 0
.,., 0 0 ·
.....,;- 0
.~ 0 0 o_ 80
8.,., 8.,;-
-
0 0
...
00 N
.,., 8
...' ...'
0 0
">"'
1;;
...>. "' 0
~
0 &Actual
"' ~ .,.,
0
.3
0 N
.... 0 00
~ a .3 0 0 .,.,
0 0
g Only if
.... ....' v;' .... ....
- 0 0 .,;- 00
' .s
0 .... .... ....'
0 00 0 'Cii 0 f'i v; 00 Amount)
0o _ .... 0~ 0 00
' 0 0 0.,., ~ <i! 0 0 Honoraria
0 00 0 00 .... £c. £g. :§" '0"= 0 '0 '0 '0 (;)
' 00 00 § .... .....,;-
"0" 00 8
~
0 0
~ g
~ ·a '
~
0 .,.,
0 00 0
00
-
0 0.,., 0
.,;- .,., 0 ~ ~
"
= q .,;- 0 ~
o_ ~
0 0
z ;;;; ;;;; .... ;;;;
0
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>
0
.,.,
0
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.,;-
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~
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£ N N. .,;-
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v; 0
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. CHUBB CORPORATION
CIGNA CORPORATION
--·
CISCO SYSTEMS INC ·
ClTIGROUP INC
CITY NATIONAL CORP.
COACH INC
COCA COLA COrniE
. COCA-COLA ENTERPRISES
COLGATE-PALMOLIVE CO ..
COMCAST CORP-CL A
COM CAST CORP-SPECIAL CL A
COMMERCE BANCOJU' INC NJ
COMPASS BANCSHARES .
CONAGRA FOODS INC
CONEXANT SVSTEMS INC
CONOCOPHILLIPS
CORN ING INC
COSTCO WHOLESALE CORP
CROSS TiMBERS ROYALTY TRUST
CSS !NOS INC
CURTISS-WRIGHT CORP
CVS/CNlEMARK CORP
CYTEC INDUSTRIES INC
DANA CORP
DELL INC
DELITSCHE TELEKOM AG -REG
llEUTSCHE TELEKOM AG -SPON ADR
DIEllO LD INC
DOLLAR TREE STORES INC
DONALDSON CO INC
DR HORTON INC
DUPONT (E. I.) DE NEMOURS
DUKE REALTY CORP
DUN & BKADSTREET CORPORATION
DYCOM IND -
DYNEGY INC -CL A
EIJAYINC . .. - - ·- .. . ..L...
RlpOrtina i.Jklh·hJu.al's N;~mt Page Number
W. Mitt Romney 20
SCHEDULE A
[Ann Romney Blind TruSI]
,. Valuation of Assets
r eporting period
BLOCK A BLOCKB BLOCKC I
T 1pe Amount
00 0
;;; 0 80
0
0
0
0
0
00
""3 0N
.... 0
0
0
Date
(Mo., Day,
0 0 0
g 0 'c"" c 0 0
0 Other Income
"
~"'
80 8 0 0 0 0
~"'
0 0 Yr.)
....,.,0 80 s""' a" 8
a" 0 0
0 0
*00 q 0
*00 (Specify Type
0
0
0
0
0.,., 0
0.,.,
.,.,
0 0
o. .,.,
... ...."' -~ "' 0 0
8 0.,., 00
0
8. 0 0
0
..."' 0
0
..... ... ... ...

N
!l"'
0
... 0 N
0
0
"> ~ ~
0 n;
.5 ~ o.
~ 0 .,.,
0 0
0
"' ..... ;;; ... 0 0 &Actual Only if
"' ;;;
8 0 0 o · 00 00 00
0
0
0
8 0 0
0.,.,
0 -"".£" ""£ "" .;g ~ l?"' 0 .... .... ...."'
0
0
;;; 0 0 0 ... c. g. 0:::" ii old

i';'
0 ...; ;;;
.
0
8. 00
00
0
Amount) Honoraria
0 0
0 0
s . ~
00 00 00 .... 00 .... "'
"" c .£i! ·c."' "c0 0 00 ...;0on 00
-"'
0 0 0 0 0 00
" "u u n; ·:;:
~ ~
0.,; 0 .,.., ~
o. 0
~
.,.,
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z" ... ;;; .... ;;; .... ... " "'

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>
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0 .... ...."' .... 0 ~ ~ Cl" 0 " ..s u z .... .... .... .... .... ....
N>
~
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ELECTRON IC ARTS INC

ELI LILLY & CO
I
EMC CORPORATION -
EMERSON ELECTRIC COM PANY
ENTERCOM COMMUNICATIONS CORP
EQU IFAX INC
ESTEE LAUDER COMPAN!ES-CL A
- EXFO ELECTRO-OPTICAL ENGINEE I
EXPEDIA INC I
EXXON MOBIL CORPORATION -- --
EZENIA INC.
FAM ILY DOLLAR STORES
FANN IE MAE i
FEDERATED DEPARTMEN T STORES
FEDERATED INVESTOKS INC-C L B
FEDEX CORP
FI FTH THI RD BANCORP
FI RST DATA CORPORAT ION
FLEXTRONICS INTL LTD
FLOWSERVE CORPORATION
FOOTSTARINC
FOUNDRY NETWORKS INC
FRANKLIN RESOURCES INC
FREDD IE MAC
FREEPORT-MCMORAN COPPER
GATEWAY INC
GENERAL DYNAM ICS
GENERAL ELECTRIC COM PANY
GENU INE PARTS CO MPAN Y
GLENAYRE TECHNOLOGIES INC
GO LDMAN SAC HS GROUP INC
GOGGLE INC-CL A
GRACOINC ·-
GI\EATBATCH INC
GI\OUP I AUTOMOTIVE INC
H&R HLllCK INC
HA IN CELESTIAL GROUP INC
Rqx.m.in~ lndividUKI's Name Page Number
W. Mitt Romney 21
- SCHEDULE A
-
Valuation of Assets Income Type and Amount. If "None (or less than 5201)" is checked, no
reporting period
BLOCK A BLOCK S BLOCKC
T •pe Amount
I
.,
------ 0
o.
;;;;
.
~
c
0
0
0
0
0
0
0.,.,
0
0
0
0
0
0
8.,., § *00
0
g
0
0
0
0
0
0
0
0
...' .... ...

0 .,.;-
0
g
00
0
.,.,
6 g
"
""'"
"g" ..
c:
....
N
~
c
.... 0
0
0
0
0
0
6
0 *0
g
0
0
0
...
0
Other Income
(Specify Type
Date
(Mo., Day,
Yr.)
....,.,~'
0 0 0 0 0 0
.,.;- .~ q g .,.;-
"' ...8 ;;;; ..."'0 ...§ ...0 ... 0 0 0 ....,.,

0 0 6 0 0 0 6 0
N 0 ;;;
~
0
.,.,
6 0
""'> ... .s .,.,
0 0 0 0 & Actual
.,.s .,~ .,f-o ~ "
0 0 2 :.l
0 0 .,.;- 0 ;;;; Only if
;;;; '
0
0
0
0 0
0"'
0
0
..."''" ....,.;-' ;;;; ;;;; 6
g 80
0
0 Amount) Honoraria
0
~
8
' g
'
0
o. 0
6
0
6
...
0
60
0
.!l
c. " .,
.!l ..:
~
"" o1! ~ ·a
T9
0~
;;;;
00 8 80 0 0 00 ....... 6 ...ll
0
.,.;-
" ~ " .!3 u. z

" 0 6 ll0 ci 0 0 0 fr
" ... c B "c 0N
0
· 60
.,.;- .,.,
6 0
q
z0"
0
.... "' "' ;;;; ...

... 0
... ....,.;- ..."'"' "
0 0
... ... "' ... " ;;;;
--
0 0 u u 0
"' ..,_ > > 0
.... > >
·HANES BRANDS INC

;;;; "' N
0 0 Ul
><
~ Ct ~
"'
.... ;;;; "' ;;;; 0 0
HAIUJINGE INC
HARLEY-DAVIDSON INC
HARRAH'S ENTERTAINMENT INC
HARRIS CORPORAT ION
HARTFORD FI NANCIAL SVCS GRP
HEALTH MGMT ASSOCIATES -C L A
HEALTH NET INC
HEALTHSOUTH CORP ...
HEARST-ARGYLE TELEV ISION INC
HENRY SCHEIN, INC.
HEWITT ASSOCIATES INC-C L A
HEWLETT-PACKARD CO -
HOLLY CORP?
HOME DEPOT jNC ;
HOSP IRA INC ~

HOST HOTELS & RESORTS INC
HOVNANIAN ENTERPRISES-A
HSBC HOLDINGS PLC-S PONS ADR
HUGOTON ROYALTY TRUST
IAC/INTERACTIVECORP
IDEARC INC
IMCLONE SYSTEMS
INFORMATICA CORP
INGRAM MICRO INC -CL A
INTEL CORP
INTERNATIONAL PAI' ER CO
INTcRPOOL INC
INTERP UOLIC GROUP OF COS INC
INTL BUSINESS MACH IN ES CORP
INTUIT INC
INVENTIV HEALTH INC
IKON MOUN TAIN INC.
lrrcORP
J.C. PENNEY CO INC (HLDG CO)
JANUS CAP ITAL GROUP INC
-
JM SM UCKER CO/THE-NEW COMMON -- -- ,_- --
R~o.Jiurting lndiviUual'5 Name Page Number
W. Mitt Romney 22
SCHEDULE A
,.. Valuation of Assets - Income Type and Amount. If "None (or less than $201)" is checked, no
Assets and Income at close of other entry is needed ln block C for tbat item.
reporting period
BLOCK A BLOC K B BLOCKC
T •pe Amount
::;: ~
0 0
-g
...8"'
0 Date
80
...5
I
0 0 0
""" ..
0 (Mo., Day,
8 6
.
c 0
0
0
0
0
0
8
60
6
0
6
0
0
0
0
"~"
c
0
0
0
0
6
0
6
0
Other Income Y r.) I
F 0
0
0
0
0
0
6.,..,
0
6 *
0
0
..."'
v)
...6
V)
0
0
-~"'
F 0
0
0
0
0 0 *0 0
0 (Specify Type
.... 860 ....'

v) v)
0 0 6 0 0
.... 0 0
80 0 0 6 0 0
.....,.., ;;;- ... :g ~"'

0 & Actual
~
0
v)
;;;
6 0
"' ....
V)
;;; 0
6
0
80
'
00 00
6
0
0 .s"> ] ] ~
-;;;
& -~
0
0
o_
0
V)
"'... ....v)
0
v)
;;; ...6.,.., 0
;;;
80
0
6
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Only if
Honoraria
0 ;;; 0 0
-
0 6.,.., --
.....,..,-
0
8 0 00 8· 0
' 80 00 ;;; 6 6 60
....
'0
2
c.
'0
£
fr
'0
IC
c
" '0" olj ~ 3 '
~
0
'
.,.., 0 80 00 80 ;;; 6
"0c q
0 6 6V) 6 i; 0 0 0
t "u>< ;;; ·g. "c 8 o.
0 6 ~ 0
q i;
" "' ...
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;;; 0
>
JOHNSON & JOHNSON

JP MORGAN CHASE & CO.
JUN IPER NETWORKS' INC
KELLOGG CO
KIMBERLY-CLARK CORP
KLA-TENCOR CORPORATION
LAKES ENTERTAINMENT INC
- LANDENBURG THALMANN FINANCIAL
LASYEGASSANDSCORP -
LAUREATE EDUCAT ION INC
LECGCORP
'
- -·
LEGG MASON INCOR!'OilATED
LEHMAN BROTHERS HOLDINGS INC i
LI BERTY MEDIA HOLD.{:AP SERA
LIBERTY MEDIA-INTEilACTIVE A
LIFE TIME FITNESS INC
LINCOLN ELECTRIC HOLDINGS
LI NEAR TECHNOLOGY CORP
LIVE NATION
LOG ITEC H INTERNAT IONAL -REGS
LOG ITEC H INTERNAT IONAL-REG
LS I LOG IC COIU'
MAGMA DESIGN Alfi'OMATION
MAN HATTAN ASSOC IATES INC
MANULIFE FINANCIAL CORP
MARLIN IJUSINESS SERVICES INC
MARRIOTT INTERNAT IONAL -C L A
MARSH & MC LENNAN COS
MASCOCORP
MATTEL INC
MAXWELL TECHNOLOGI ES INC
MCDONALD'S CORPORATION
MEADWESTVACO CORP
MEDCO HEALTH SOLUTIONS INC
-
MED IMMUNE INC
MEDTRON IC INC
MELLON FINANC IAL CORP
RI.P)rti nalndivitJual's Name Page Number
W . M itt Ronmey
- 23
- SCHEDULE A
reporting period
BLOC K A BLOCKS BLOCKC
T 'DC Amount
-
------
~
0q 0
0
0
'0
c 0N Date
;;;;
0 0 0 ::l
....c 0
0
.
¢::"
0
0
0 § §0
0
0
§
0
ci
0
ci
0
0 ""= . 0
0
0
0
0
0
0
0
Other Income
(Mo., Day,
Yr.)
£"
0 ci
0 0 0
* v) 0
F 0 0
*00 0 {Specify Type
0
0
0
0
0
0 0oro 0 0
...' ...
0
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...
v)
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0 .~ ~ 0 0
0
8
0
0
0
0
0
0
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0
0
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~ 0 11> 0oro
.. 50 ... ... ... ;;;;"' ... ;;;; ....
0 0 0 0 0
0oro
5 ;;;; .... ;;;;
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0
....
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ci
00
ci
0
-;
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0
0
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N'
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0
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Only if
0
00 00 0
~ 0 00 o• Honoraria
"'" ]c.. ..," :g" ...
0 0
0 0 00
~
0 0 0 00 00 ;;;; ci ci
ci
....
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... g. ~
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0
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0 0
z" .... ... ....

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...
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0
0
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8
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• MERCK & CO. INC. ....-·
MERRILL LYNCH & CO INC
MICREL IN C
MICROSOFT CORP
MICROSTKATEGY INC -CL A·
MOODY'S CORP
MOTOROLA INC
.MRV COMMUN ICATIONS INC
MYLAN LABORATORIES ·· -
NATIONAL CITY CORP
NATIONAL OIL WELL VARCO INC
NllTY INC
NCR CORPOR:ATION
NEENAH PAPER INC
NETWORK AJiPLIANCE INC
NEW YORK TIMES CO -CL A
NEWELL RUBBERMAID INC
NEWS CORP· CLASS B
NEWS CORP INC · CL A WHEN ISS
NOBEL BlOC ARE HOLD ING AG
NORSK HYDRO AS -SPONS ADR
NORTHERN TRUST CORP
NORTHROP GRUMMAN COI\P
NOVELL US SYST EMS lNC
NUCORCORP
NVR INC
OGE ENERGY CORP
OMN ICAI\E INC
OMN ICOM GROUP
OKACLE CORP
I'ALM INC
l'ANERA BREAD COMPANY
l'Al'AJOHN'S INTL INC
PArrERSON-UT I ENERGY INC
P EPS ICO INC -
P ERl'ORMANCE FOOD GROUP CO
PEROT SYSTEMS CORP -CL A
- '-- -
R~1'10rtlnlf lndhidual's Name Page Number
W. Mitt Romney 24
SCHEDULE A
(Ann R omney Blin,d Trust] ---
,, Valuation of Assets
- Income Type and Amo un t. If "None (or less than $201)" is checked, no
reporti ng period
BLOCK A llLOCKll BLOCKC
T roe Amount
;; 0 '0 ;; Date
q 0 0 c
....c § 0 0
g " ....c
N 0
0 (Mo., Day,
.
0
0
0
c)
~
. 0
0 0
Other Income
"
0 0 0 c) 0 0 c)
0 0 0 Yr.)
0 0 8c) 00c) c) 0 0
.,., c)
g" F: 0 0 c)
*00 8v) (Specify Type
F: *00 0 v) 0
.... .... ....' "' 0
..
0
0 0 0
.,., .,., 0 0
8q 8c) ..., 0
:::
0
0
0
.,.,
c)
c) 0 0
...
v) N 0
"'>
~ E-<2
..
B
:.=
~
0
0
0
0
.....,.,
c) 0
;;; 0
0
0 & Actual
-"
0
v) 0
.... ....
N c)
"'
c
0
o.
.,.,
0 Only if
"
-I ;;; ;;; c)
0 ' 00 0
0 c >. ·;;;
0
q ...N'"' .... ;;;"' ;;; c)
0 ;;
c)
0 Amount)
s ' 0 Honoraria
0 00 00 .:g 0 .... 0 0
;; ;; ;;· ;; ;; ;; ;;; c) c) g c)
.....
V'l
'0
B
'0 '0
fr :.;" ·:;
£ c <>:
oll
t:l
e ·g.s ~
;; ;;
' ;; ;; 0 .... c)
' ;; 0
...
v)
..
0 0 tj:;
"c0 0 0 c)
.,.,
c) c) ~ 0
q
0 0 ..,
~ fr "
'0 '
"c0 ;; o. N'.,., § 0vi c) 0 c) .., q0 ~ ~
-
z
0
.....
v)
;;; .,., ;;;
c)
.....
0
N ...,.,., 0">
0
...
0 v)
....v) .....
N
0
>
u
~
u
~ " a
Cl "
~
B
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v)
z ..... ;;; .... .....
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0 >
"' ;;; 0 ;;;
..... ">
0
PF IZER INC
PHARMACEUT ICAL PRODUCT DEVEL
PHH CORr - I
rJrER JAFFRA Y COS
rLA YT EX rRODUCTS INC
rooo PRODUC ING CO
r OLARJ S INDUSTRI ES INC
- rPL COIU'ORAT ION
I'RIMEDIA INC
riUMUS TELECOMMUNICATIONS Gr
- - . -
PIUVATEBANCORP INC
·-
PROCTER & GAMBLE CO
RADIAN GROUP INC .
RARE HOSPITALITY INTL INC
REALNETWORKS INC
REALOGY COJ<.r
REG IONS FINANCIAL CORP
ltENAISSANCE LEAI<.N ING INC
I<.EYNOLDS AMERICAN INC
ltOC K WELL AUTOMATION INC
ROCKWELL COLLIN S INC.
ROYAL DUTCH SHELL PLC-ADR A
RUDD ICK CORP
SAFECO COJtPORA TION
SAFEWAY INC
SAKS INCORPORATED
SAP IENT COIO'ORAT ION
SAltA LEE COJtr
SC HEI\ING-rLOUGH COI\P
SCOTfS MIRACLE-GKO CO-CL A
SEARS HOLDIN GS CORP
ScM PitA ENEKGY
S ErRACOR INC
S ERV ICE CORP INTERNATIONAL
SERV ICf.MASTEK COM r ANY
SM ITH INTEKNATIONAL INC
SOLECTilON COlt!'
R~o110rth1j: lndh·idual'5 Nam" Page Number
W. Mitt Romney 25
SCHEDULE A
,.
- Income Type and Amount. If "None (or Jess than $201)" is checked, no
Valuation of Assets
Assets and Income at close of other entry is needed in block C for that item. i
reporting period !
BLOCK A BLOCKB BLOCKC I
T •pe Amount
....-
~
~
0o . 0
....""""'
0 0 0 0
Date
0 0 0
.... 0
0 8 0
0
0
0
c
N
0
0 8 Other Income
(Mo., Day,
§ 0
0
0
0
0 0 00 0 0 ~ 0 0 0 Yr.)
~
0 0 0 0 g. * 0
0
,.; 0 0
slj"' ~ 0 0 0
*00 8.,· (SpecifY Type
§ "" .... ...."' 80
~ 0 0
...-
0 0 0 0 0
0 0 0
0 0 0 ,.; N B 0 0 0 0 0 0
.... 80
~ 0
,.;
...0"' 0 N
0
...."' ...."' ... >
~ ~ ....,., "' .3"' 0 0
"' o .
0 0
,.; 0
....
0 0 & Actual
Only if
...' ...0' ...0"'' 0;;;;'

0
j ;;;; ""''
0
0
' 0 0
0 .E .9 8 N' "' ;;;; 00 ' 0 Amount)
~
u 0o . 00
,.;
o'
0
0
00
00
0
00
0
-
0
""'>...
00
0
8
00
0
0
·a
0
0
0
0
"' "" ""i5. ..:::"" "u <ld~
~ u
""'> ufr u .... ·;: c
... u
"0
'0
'0 ~
" 0
C)
5 uc
.
·a
~
0
0
,.;
'
00 00
00
0
;;;;
...u
00
g
0
..."'...
Honoraria
...0 .... ....N'"' ..."'

o. 0 u
SONUS NETWORKS INC -

" ....
0
;z; ;;;;
0
""'"'
;;;; N
0
...."' ...."' 0
0
.... ... ..."'

0
,.; N
u
0
><
w ><
w "' Ci
Ct ~ ~ u
0
;z; N
0
;;;;
0
..."' ;;;; 0
>
... 0
>
SOUTHWEST AIRLINES
SOVEI(EIGN BANCORP INC -
ST JUDE MED ICAL INC
STMARY LAND & EXP LORATION
STAR WOOD HOTELS & RESORTS
ST EELCASE INC
- STRIDE lUT E CORP
SUNTRUST BANKS INC
SUSQUEHANNA BANCSHARES INC
SWISS RE·REG
,
·-
~
SYBASE INC
SYMYX TECHNOLOG IES INC i
SYNOVUS FINANCIAL CORP
SYSCO CORP
T ANOX INC
T EKTRONIX INC
TENET HEALTHCARECORP
T ERADYNE INC
TEVA PHARMACEUTICAL- SP ADR
TEXAS INSTRUMENTS INC
TEXAS ROADH OUSE INC-CLASS A
THE WALT DISNEY CO.
THORATEC LAUS COIU'
TI FFANY & CO
TlMll ERLAND CO.
l'IME W'\ l(NEI\ .lNC
TO LL HllOT HEl(S IN C.
T RAVELERS COS INC/THE
TKIAD llOSPITALS IN C
TRIBUNE CO
TYCO INTERNATIONAL LTD
UBS AG-NEW
UllS AG -REG
U N ITEU COM MUN ITY llANKS/GA
UN ITED NATUJ(AL FOODS INC
UN ITED ONLINE INC. '---
Rl.'pUnin J!IIIllivi\IUoll':sNamc: Page Number
W. Mitt Ronmey 26
- SCHEDULE A
-
[Ann R omney Blind Trusr) -
reporting period
T ·oe Amount
~
...-§
0q 0
0
0
't:l
~
0 Date
... 0
0
0
0
0
0
0
0 ""
I.L.
N
0
0
0
0 (Mo., Day,
0 0 0 0
0 Other Income
"g"'
0 0
=
~"'
0 0 0 0
§ 0 0
u 0 0
0 0 Yr.)
... ...
0
0 0 0 0 0 .,., 0.,., ~ 0 0 (Specify Type
80 8*
0
*0
0
0
0
0
0
0
0
.,., 0
0.,.,
0
0
... 8
.,;
.... -N
"'
.~ 0
.,.,
0 80 0
0
0
0
0
0
...'
.,; 80 & Actual
::l
::l
0
.,;
;;;;
0
.....,.,
0
;;; ....
N
.... 00
0 00 00 00
00
0
0
..:> 2 ~
I-
{j ~
,.,
-;;;
.5 3 0
0
0
"' 0 ... ....' ....

0 N'
0
0
.,; .,;
;;;;
0.,.,
....
0
;;;;
8 00 0.,;
0
.... 0
0 0 Amount)
Only if
Honoraria
8 ' 0 00 00 .,.,
0 'C 'C 'C 0 '
8 ...
0
....
- ....
u
00 00 ;;; 0 0 0 !l £ u:: = .-g
f 1i " 0 00 0.,., 00 8
~ 0 80 ~
·;;:"
u 0 .,.,0 00 0 0 0. 0. 0 0
0
o.
z" ....
.,; 0
.,.,
0
0
....
.... .,.,
~
0
0
0
"> .... .... .... .,;
~
u
>
u
0
u
0
-;;; "' E
u .!! · ~ =- .,., .,; 0.,., 0 u
..: u z0 .... .... .... .... ;;; ... ;;; 0> ... 0
N• >
~
·UN ITED PARCEL SERVICE - Cl; B-

;;; .... ;;; N
0
"' N
0 .:l tll " 0
0' ~
N
UN ITEDHEALTH GROUP IN C
US BANCORP
UST INC
VECTOR GROUP LTD
VERISIGN INC
VER IZON COMMUN ICATIONS INC
VIACOM INC-C LASS B
VIVEND I SA
VODAFONE GH.O UP PLC-SP ADH.
VULCAN MATERIALS CO
WACHOVIA COIU'
WALGREEN CO
WAL-MART S'rQI(ES INC
WASH INGTOI'fMUTUAL INC
WATSON PHN\MACEUTICALS INC
WELLS fARGO & CO
WESTERN UNION
WESTWOOD ONE, INC
WHITNEY HOLDIN G CORP
WILD OATS MARKETS INC
WILEY (JOHN) & SONS -CLA
WIND H.IVER SYSTEMS
WH.IGLEY WM JH. CO
WYETH
WYNDHAM WORLDW IDE CORP-W/1
XL CAP ITAL LTD-C LASS A
X-R ITE INC
XTO ENERGY INC
YA HOO! INC
ZIONS llANCORPORATION
ZORANCORP
HIGHLAND HOSI' ITALITY CORP CMN (SOLD) X X X X
HOMEIJANC COI\P . CMN (SOLD) X X X
HOR IZON: ALPHA+ (holdings listt:d below) (Note 10) X X - X X X
ALLEGHENY ENERGY INC.
ANGLO AMER ICAN PLC (ADS)
Rc.portin t!l lndiddual's Name Page Nwnber
W. M i tt Romney
- 27
SCHEDULE A
-
Asse.ts and Income at close of other entry is needed in block C for tbat item.
r eporting period
T •pe Amount
-
0q 0 ., ~
-------- ...
"
~"'
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
""
~
c
..
0N
....
c
~"'
0
0
0
0
0
0
0
0
0
0
Other Income
Date
(Mo., Day,
Yr.)
..."' -"'..."' ... §"

0 0 0 0V"> 0 0 (Sp ecify Type
.."'
0 0 0 0
* 0
*00 0
0
0
0
0
0
0 0V"> 0 0
... ...
0
o· 0
0
B 0 0
0
0
0
0
0
0
0
0
...' ..."' 0
0
" ;;; ... ;;; ...'

0 0
j"'
ti & Actual
">"'
0
,.,
~
.s 0 0 0 0 0 0
- ...
0 0 0 N 0 00 2 0 0 Only if
... -e-
V">
...' ...0' ...0"'' ;;;"'0 0

2 V"> 0
.... ;;; 0 0
....l
0 "' V">
0 00 00
0
0
...
0 00 00 0
0
0
0 .," .., I- 1-
"0 -g 0
~ "' 0
.. "·a
0
0 N-
V">
00
0
0
...
0
0
0
Amount)
Honoraria
"'
0
00 B B
-=" .., ~c 00
V)
0 00 00
~
0 0 0 ] ~ 0
u 0 0 0 ~ 0
_q0 0 ~ fr ~
"
0 0 ~ 0
q :;
...0 ... ...N" ..."' ;;;"'
o_
"" ~ u
0 0
..."' ...
V"> 0V"o
0V">
...
0
">
z"
0
"' ... 0
...
V1
""- 0"
0
> "0> C-1.1" C-1.1" Cl
0 0
B
J z0"
0
>
- .... ....
;;; ;;; ;;; N V"o V"o N
~ .E N ;;; 0 0
- AQUILA INC.
BEUING CAP ITAL INTERNATIONAL l\IRPORT CO. LT D.
CACI INTERNATIONAL INC . (CLA)
CALPINE CORP 4.75% 15-NOV-20"23
CATHAY GENERAL BAN CORP
CBOT HOLD INGS INC. CL A
CENTER FINANC IAL COR P.
CENTERPOINT ENERG Y INC.
··-
CHICAGO MERCANTI LE EXCHANGE HOLD INGS INC. (CL A)
CHiNA LI FE INSURANCE CO. LTD. (ADS)
CMS ENERGY CORP .
CNOOC LTD.J.ADS)
DYNEGY INC.{CL A)
EAST WEST B~NCORP INC.
EL PASO COJ\fr.
FOREST CITY ENTERPRISES INC. (CL A)
FOREST CITY ENTERPRISES INC. (CL B)
GAZPROM 0 A 0 SPON ADR
HANM I FINANC IAL CORP.
HONG KONG EXCHANGES & CLEAR ING LTD.
HUANENG POW ER INTERNATIONAL INC. (ADS)
INTERCONT INENTALEXCHANGE INC.
INT ERNATIONAL SECURITIES EXCHANGE HOLDINGS INC.
JS E LTD.
KOREA ELECTR IC POWER CORP . (ADS)
LAB RANC HE & CO. INC.
LEGG MASON IN C.
LEUCAD IA NATIONA L CORP.
LONDON STOCK EXCHANGE GROUP PLC
NARA UAN CORP INC .
NASDAQ STOCK MAllKET INC .
NYSE Gl\OU P INC
OSAKA SECUK IT IES EXCHANGE CO. LTD.
PAKGESA HO LUING S.A.
PREFEKRED UANK LOS ANGELES
QUANT A SERVICES IN C.
RqxJrting bll.!ividual's N;unc Page Number
W. M itt Romney 28
SCHEDULE A
[Ann R oumey Blivrt Trust]
.. - Income Type and Amount. If "None (or less than $201)" is checked, no
Valuation of Assets
reporting period
T ·pe Amount
0 0
q
...., 0
0
0
0
0
0
0
0
"""
::1
...0.,
N
0
0
0
Date
(Mo. , Day,
80 0 0 0
""' 0 0
Other Income
" 0
0
0
0
0
0
0
0 0
0
0
0
"'J3""' ~
" 0 0
d
d
0 Yr.)
... ..."'' ...

0 0 0 0 0 0 (Specify Type
~ *
0 0 0 0 0 0 *
0 0 V)
0
0
"' 0 0 0 0
... 0
0 0
...0 ;;;;' ... 0 5"' ,.;d

~
V)-
... ...
0 0 0 0 0 0 0 0 d 0 0 0
V) 0 0 N 0
... "' & Actual
.3"' ~ ~ ;g 0::,.,
0 0 0 0 0 0
"' ...0
0 0
0 N V)
.... d "> "' 0 0 Only if
·;;;"'
0
" .....l" ... "'
V)
;;;;
V)
;;;; 00
o. 00 00 50 0
0
0
.E 0
0
0
o_ ...
N' ,.; ;;;;
V)
... 0 0 0 0 0 0 ... 0 ... 0

0
0
0
Amo unt) Honoraria
0
~
u 0 0
0
0
0 00 00 ;;;; 0 0 0
0 ...t;
V)
'0
£
Q,
""£c. ..:""" .,"c ~ "'
~
0
5 ~
0 0
0
0
0
,.; 0 0 d ~ 0 0 0
,.; " """
-;;; ·:; ·g. 0"" ,.; d q ~ ~
" .... E
...0 ... ...N' ...,.; ;;;; ...0 ;;;; " ... "
0 0 0 0 0 0
... ... ...

V)
0
;z: ;;;; ...
V)
0
;;;; ... ...
V)
N
0
V) ">
0
,.; N
0
>
Jj" >.tl
::l
Cl 0
u
0::
£
.E u ;z: N V)
0
0
> >
0
RELIANT ENERGY INC .
SEARS HOLDINGS CORP.
SIERRA PACIFIC RESOURCES -
SINGAPORE EXCHANGE LTD.
UC~ H HOLD INGS INC.
YORNADO REALTY TRUST X
WASH INGT ON POST CO. (CL B)
- WHITE MOUNTAINS INSURANCE GROUP LTD.
WI LLIAMS COS. I
WILS HI RE BANCORP INC. - --

KEY ENERG Y SERVICES INC CMN (SOLD) X X X
KNIGHT-RIDDER, INC. CMN (SO LD) : X X X

LEE ENTERPRISES INC CMN (SOLD) l X X X
LEUCADIA NATIONAL CORP CMN (SOLD) X X X
LIBERTY GLOBAL INC CMN CLASS A (SOLD) X X X
LI UERTY GLOBAL, INC . CMN SERIES C (SOLD) X X
LIBERTY MEDIA CORPORATION CMN SERIES A (SOLD) X X
"
X
o !BERTY MEDIA HLDG COR!' CMN SERIES A INTERACTIVE (SOLD) X X X

EllTY MEDIA HOLDING CORP (SOLD) X X X
.. ,C() CAP !TAL CORPORATION CMN (SOLD) X X X
ME!lCUR Y GENERAL CORPORATION CMN (SOLD) X X X X
MOJlTOAGEIT HOLD INGS, INC. CMN (SOLD) X
N V It INC CMN (SOLD) X
X
X
" X
NORTH FORK llANCORPORATION INC CMN (SOLD) X X X X
PfiZER INC. CMN (SOLO) X X X
RLI CURl' CMN !SOLO) X X X X
SAXON C AI' !TAL IN C CMN (SOLD) X X X
TELEPHO~E & DATA SYS INC C~IN !SOLD) X X X X
OS GLOllAL Ol'l'ORTUNIT IES, LLC (Not' I I) X X X X X
OS DlllECT STRATEG IES FUND LLC (Note II ) X X
OS HEDU E FUND P{\RTNERS II LLC (Note II ) X X X X X
GS HEDGE FUND l'AllTNERS LLC [Note II ) X - X X X X
GS QUAN T AND ACTI VE DIRECT STRATEGIES FUND, LLC (Not< II ) X X
ABilY BH..QADCAST PARTNERS II, L.P . (ho ldings listtd below) (Not< 12) X X X
CQMMERCECONNECT MEDIA HOLD INGS, INC
Rl:por11 tl llndividual's Nam~
- -· - Page Number
W. Mitt Romney 29
- SCHEDULE A
[Ann R omney Blind Trust]
- -
reporting p eriod
T e Amount
-------
~
0 0
...."'::1 ..."'0
o. 0 0 c Date
...c 0
0
0
0
0
0
0
ci
0
ci
0
c :a
0
0
80
Other Income
(Mo., Day,
~
"' 0
0
0
0
8
0
8
0
ci . ci
0
0
0
0
0
...ci"'' 8ci0 .§""' ~ 0

0
0
0
ci . ci
0
0 (Specify Type
Yr.)
0
0 8
ci
"' v) ci 0 "'
0 0
0 ci
"' .... ci
ci 0
0
... .
0
0
-
...
v)
v)
N
~
"'
.\!
"' 00
~
0
0
0
0
0
0
0 ~
0
ci
0
o.
0
0
...'
v) 0
0
& Actual
....l ...
""' ;; "' ;; ..... ....
N
' 8 00
0
00
' 0 0
0 C\
">c
- 2
!-
.{9 ~
2
!- .5 j o.
0"' 0
"' ...
N'
.... v)
0 v)
;;;;
0
.....
"'
0
;; .....
0
ci
0
o. 00
0
ci
0
0
Amount)
Only if
Honoraria
~ 0' 00 ' 00 0 00 00 ... ci .... ...
" ...
"'" '0"" ~ e '§
0
ci .... "'
"0
., ' 0 .... v)
"' 0. 0. ~ 0ci
ci .\! ci
.. . ..
0 ~ 0
"c0 C\ ,; ci ci ci ci 0 0
~ 0
"0> ~"u ~"u 0::1 :~A ~c" ] ·a
~
-;;; "c0 0 00 0N' ,., 00 0 ci ~ 0
o.
~
.. z ... ;; ..."' 0
;; ... ...... 0
"'
N
0
">
0
;;;;
V)
0
...
·v)
v)
...
N
u"' z ...
"' ...
v)
;; ...
"' "' ;; c
" 0
">
0
· MEM CO-INVESTMENT, LLc-- -
NEXSTAR BROADCASTING GROUP INC .
OS CAPITAL PARTNERS FUND 2000, L.P .. (holdings listed below) (Noce l 3) X X X X X

ADAM AIRCRAFT INDU STRI~ . INC.
ALLIED WORI.D ASSURANCE COMPANY HOLDINGS, LTD.
AVJ'OCAM CORPOKATION
HURGER KING HOLDINGS, INC .
C&M CO., LTD. . ..
CEQUEL COMMUN ICAT IONS, LLC
CHtNA HAISHENG JUICE HOLDINGS CO., LTD.
CHINA NEPSTAR CHA IN DRUGSTORE LTD.
CQGN ISGMI!_H
COOPER-STAJ;IDAIW AUTOMOTIVE. IN C.
ELLACOY A Njr WORKS, INC.
EURAMAX HOW INOS, INC.
E UTELSAT COMMUN ICATIONS S.A.
FIBERLINK COMMUN ICATIONS CORP
GEOUEX COMMUN ICATIONS, INC.
INDUST RIAL AND COMMERC IAL BANK OF CHINA LTD
ISS A/S
LEGRAND S.A.
NALCO COMPANY
NATIONAL GOLF PROPERTIES
NEUF CEGETEL S.A.
NEXTMEDIA INVESTORS , LLC
O i'ENPAGES, INC.
SENSUS METER ING SYSTEMS INC
SPOJ<Tf iVE S.A.
S UNGAIU) DATA SYSTEMS, INC.
'l'EilRALLIANCE T ECHNOLOG IES , INC
TRIAD HOLDINGS LLC
XLHEALTH CORPORATION
YANKEES ENTERTAI NMENT & SPORT NETWORK, LLC
GS CAP ITAL PARTNERS Ill LP {holdings list«! below) (Nocc 13) X X X X X
ACCESS LI NE HOLD INGS, INC.
CLEAR WillE HOLDINGS, INC.
Rt~:ning ln.Jhitlual's Name Page Number
W. Mitt Romney - 30
- SCHEDULE A
reporting period
T ·pe Amount
-
~
------- 8q ~
0
0
0
0 8_ "'~c ...8§
N 0
Da te
.... 0
0
0
0
0
0 0
0
0
0
0
0
Other Income
(Mo., Day,
0
.,...... .,.. ....0.,.. § """
c 0 0 0 0 0 0 0
0 0 0 0 Yr.)
¢::"'
0
0
0
0
0
0
0
0.,..
0
0
0
0 :S·
0
0
0
"'
¢:: 0 80 8 0
0
8*0 .,..
0
0 (Specify Type
0 0
.,.. ....0.,.. 0
... .....,.. ....
0 0 0 -N
....
0
~
.!!
::l 0
.,..
0
.,.. ....
0 0 o. .... 0
& Actual
g >c
~'0 ~'0 -g ...,.,0
0
"' 0 0
....
...8.,..
0 N 0
' 0 0.,.. 0 0
Only if
... -
j"' .9 j
...-
;; 0 ;; 0 ;; 0 ' 0
;; 8 0 ;;' ;;' 0"' 0
0
....N' ;; 0
80 0
.,..
Amount)
Honoraria
8 ;;' ;;0 ;;0 0;; ;;00 ;;00 "" c)0 000 000 .,.. "'~a. ~a. IJ::" " <ol:l 1;;e
0 0
..-
' 0 0
.
~
;; 0;;
' ;; ;;
... 00 ....
..
--
'Ei ~
;; .,.. 0
"c0 0 .,.. 0oro 0 .,.. 0oro. > ~ ·~-- .,.. "> ">< ">< ';;j "' c. B .,.. c)
0 0 c)
~ ~
·a "c0 ;; 0 N' .,..
0
~
o.
~
" ~ ~ .s "> ....

(.) (.) 0
.. >
_.
;z: ;;; ;;; .... ;;; .... .... 0 ;;; .... .... 0 w w Ct
N N
u"' ;z: .... ....
N
.... ;;; ....
oro ;;; 0 0
I
CONCOR DIA BUS B. V.

DIVEO BROADBAND NETWORKS, INC.
EACCESS LTD. WUBLICL Y TRADED)
EHEALTH , INC. (P UBLICLY TRADEDj
FINANCIAL ENG INES , INC.
GRUPO CLARiN S.A. I
!FORMATION GROUP, LLC
· INFORMATION MANAGEMENT GROUP I
.. .
IP UN ITY
MERCADOLIIJRE, INC.
NEW SAC (PUilLIC LY TRADED)
NUVOX COMMUN ICATIONS, INC.
RHIAG HOLDlNG LI MITED
SIPIX GROUP'LIMITED
VILLAGE VO((:E MEDIA, I;LC
WHITEHALL STREET GLOilAL REAL ESTATE 2007 (Note 14) X X
WHITEHALL STREET REAL ESTATE FUND IX/X (holdings listed below) (Note
15) X X X X X
5 15 PARK AVEN UE, Sin •le Fami ly residence in New York City, NY
CHARTWELL LEISURE·U.S., Hotel in the Pacific U.S.
LPC SOUTH, Land in Charlotte, NC
MET U FE MALLS, H.etaillucation in PA
ONE NORTH S'fATE, Otrlce Uuildi11g il1 Chicago IL
STRATEG IC HOTEL CAP ITAL, J)rupt:rty is the Hyatt Rt:gcncy in San
Francisco, CA
WHITEHALL STREET REAL ESTATE FUND X VX II (holdings listed below)
(Not< 15) X X X X X
ALLIANCE/FRAN BEL, Hotds in Bt:lgi um and f rance
ARCHON CAPITAL, otnct in Dedham, MA and Hotel in Orlando FL

CLAK.JNE, Hott:l in Northeru haly
DELTA WHI.STLER, 1-lotel in Whisllt:r, Canada
DEVON SELF STORAGE , .Sto ra~c faciJilit:s in U.S. and Europe
FOH.TE AGU, , Hut c.\ in Italy
FRA HDELTAJ, Land in Thailand -
FRA U·(GAMMA)/FI\A 111-(0MEGA), Thailand
HORIZON BAY, Managem~nt Co. iu Soutlu:a.sttnJ U.S.
R..oporUn.: ln1li\"iJual's Naml! Page Number
W. Mitt Romney 31
SCHEDULE A
[Ann R omney Bli~d Trust)
I
-
,. Valuation of Assets Income T ype and Amount If "None {or less than $201)" is checked, no I
I
reporting period
BLOCK A BLOCK ll BLOCKC
T me Amount
00 0 '0
Date
... 0
0
80
0
0
0
0
0
0
0
0
c
:::>
"'
...0
N
c
0
0
0
8 Other Income
(Mo., Day,
s"""'
c 0 0 0 ci 0 0 0 00 Yr.)
g ~"'
0 0
~"'
0 § 80 0
*00
0
0
0
.,.; 0 0 0 0 0
*00 0 (SpecifY Type
0
0
0
0 0
0 0
...
.,.;
.... ...."'
N
0
0, 8 "' 0 0
0
0
0
0 0
0 0
0
.... .,.; 0
0
~ ~
0 &Actual
"' ....
3"'
0 0 0 0
~ .,.; 0 0 0
,., ..3"' ..."'' ;;;0 ;;;' g0 00'
0
...0:g
0
.... "' ....
0) 0
.,.; 0 . N 0 > 0 ci Only if
...."' ;;; 0 "' .,.; ;;;
.. 8. ....
0
Q.
;;;
00
'
~- 0
'
0 0
0
0 0
0
ci
00
ci
00
ci
0
..,"' £ " tk'"" c

ci
..5
'0
e- fr -;;; ·;:"
'0 '0
0)
"'
'0
0
Q:;
~ g
0 .., "'0
'
....
' 00 00 00 ...- ci
0
...
0
.,.;
Amount) Honoraria
..
~
00 8 g ci 0 0
ci 0 0
0
0 '0 !! ·a 0 00 ci 0
"c ~
0) ~
c .,.; ~ .,.; ~
;: 0N o. .,.; ci o.
..."' ....,· ;;;; ..."'
0 0 0
0"
0)
.... ;;;; "' ;;; ... .... .... 0"> ~ ~ Cl" 0

0 0 0 £ 0
"' > .,.; >
"'
0 0
;z:
"" "' N
0 .... .... N u
Q:; ..5 u"' ;z: ;;;; ;;;; 0 ;;;
HOTEL LEXINGTON, Hotel in New York City, NY
LEGACY PARTNERS WEST VI, Land in the Pacific U.S.
MCNEIL PORTFOLIO, Multifamily n:sidi!JtC(:S-i.n the North, Central and
Eastern U. S.
MDL VENTURE, Japao1
M ILLENN IUM , S in~le Fantily Condominiums in Washington, D.C. and
M iami FL
TROON GOLF, G0lf related in the Mountain U.S .
UN JHOST, Hotel iu Canada -
WEL LSFbRO VENTUILE, Office in Warren, NJ p _
WHITEHALL STREET REA L ESTATE L.r. XII VXIV .(liol<!iu~ lisiafbelow)

(Note 15) X
.
X X X X
230 CONGRESS , OIT!ce Building in Boston, MA
ALLIANCE DOM ESSOR, Hotels in Cologue and Dusseldorf Gem1any

A.RAB ELLA, Office Building in U!:rma.ny
BAVAR IA, Oftice Uuildiug in Germany
l:tNL I, Multi-fami ly housing in haly
BH.OADWA Y GRAND, Single Family Building in New York City, NY

CARIPLO PORTFOLlO, Mu lti-fami ly housing in Ita ly
C OR PORT FO U O, Retail property in France
CGNU PORTFOLIO, Otlicc: Uui lding in Frauce
EN I PORTFOLiO, Offi~.:c: Uui lding in lu:ily
ICCRI, IIaly
lMPRIS, O m cc: Uuildiug iu Switu:rland
LlNCOLN PARK t•HASE Ill, Ollice property in Virgi11ia
MOL 11, J&~p au
MDLV, J apan
MD L VL'Y II , J apan
M ILLER SMITH LAND , Industrial property in Loudon County, VA I
PLACEMENT bAIL, Industrial pruptn y iu Fr;mce

P RESTONWUUU MALL, Ketail propaty in Dallas, TX
SCV PORTFO U O, Industrial Property in S ili~.:o n Valley, CA
-
T WO S' l'AK., Retai l pruverty in Japa1t
U IC. Olti~c Uuilding iu Fraucc:.
UNIM COMMEH.ClAL, Olli~t! buildiugs in Milan ami Kumt Italy
UN IM K.ES IDENTIAL, Siuglc Family property in Italy
RL'(ll)rtin~ !J1Ji\idwal's Name Page Number
W. M itt Romney 32
-
- SCHEDULE A
Valuation of Assets Income Type and Amount. If "None (or less than S201)" is.checked, no
reporting period
T 1pe Amount
-
.,
------- 00 ~
0
0 0 0N Date
.... 0
0
0
0
0
0
0
0 &" .... 0
0
0
0 (Mo., Day,
0 0 0
c 0 Other Income
"'"'
c: 0
0
0
0 0 0 0 0 0 0 0 Y r.)
"' 0 0 0 8 0 0 0 0 .§" ~ 0 0 0 0
(Specify Type
~ *00
0
*o0 · 0 v) 0
...,v) .... "'.... .~
0 0 0 0 0 0 0 0 0 0 0 0
o_ v)
....
..
0 0 0
0 0 .N 0
., 0
80 0 0 0
& Actual
"'
.3"'
q 0 ~
.3"' ...."' ...."' .... 0
.,..5 ~ .,~
0 0 0 0 0
....
0
;;;;
N 0
0 0 "> ';;j
c
0
"' v)
...."'
0
;;;; .... g ' 0 Only if
.. ..
"' "' ' ;; 0
~
0
;;;;
'
0
0 ;; ;; 0
0
0 .,'g IX
·;;;
0 ....
0 N'
....v) ;;;; 0 00 8.,.; A mount)
Honoraria
8 00 00 0 00 00 .... 0
0
0
0
0 ...."' £
'tJ
£ " .," c
" § 00 0 00
' 00
.. .. 5
0 II: ~
~
a. <><!
0q Q, ' 0 0 00
--·
- WILLIAM SIMON, Multi-fa.mirfi)roperty in Texas
.. "c:
z0 .. v)
;;;;
0 00
"' ;;;; "'
....
0
N
0
0
"'-
~
0
"> ;;;;
0
0
0
0
.,.;
....v) ....
0
N
0
~
"> &l"" &l"u

';;j
=>
Cf
:~
0
c
"
IX
£
..5
·a. "c0 0 q N'"'
N
.,.; 0 0
" q
a z .... ;;;; .... .... ;;;; .... ;;;; 6 ....
.,.; V)
~
0
~
">
WIP, lndus1rial Property in Baltimore, MO

XEROX DOCUMENT UN LVEKS LTY, Hotel in Leesburg, VA
YER.HA HUENA, Land in San Jose, CA
'\USOLVl'E RETURN CAP ITAL PARTNEKS , L.P. (Note 16) X . X
UA LN CAP ITAL (Note l 7) X X X
UA LN CAP ITAL ASIA FUND, L.P . (Note 18) X X
UALN CAPITAL V MEZZAN INE PAKTNERS, L.P. (Note 18) X X X X X
UALN CAP ITAL PARTNERS IV, L.P . (No« 18) x. X X X X
8A LN CAP ITAL l'AKTNERS V, L.P . (Note 18) X X X X X
UAIN CAPITAL PARTNEKS Vl, L.P . (Note 18) X X X X X
8AIN CAPITAL PAL\l'NERS Vl COIN VESTMENT FUND, L.P. (Note 18) X X X X X

DAIN CAP ITAL PARTJ:IERS Vll, L.P.. (Note 18) X X X X X
! :
BAIN CAPITAL PARTNERS Vll CO INVESTMENT FUND, L. P. (Note 18) X
X X X X
UA LN CAI'ITAL FUND Vll·E, L.P. (Note 18) X X X X X
HAIN CAP ITAL FUND Vlll , L.P. (Note 18) X X X X X
UAIN CAP ITAL Vlll CO LNVESTMENT FUND , L.P. (Note 18) X X X X X
IN CAP ITAL FUND Vll i·E, L.P. (Notc 18) X X X X X
uAIN CAP J'FAL FUND LX, L.P. (Note 18) X X X X X
UA IN CAP LTAL .LX COLNVESTMENT FUND, L.P. (Note 18) X X
BAIN CAP ITAL PAC IF IC FUND (Note 18) X X X X X
8A IN CAP ITAL VENTURE FUND 2UUI, L.P . (Note 18) X X X X X
BAIN CNo iTAL VENTUL\c FUND 2UU5, L.P. (Note 18) X X X X X
BA!N CAPITAL VENTURE FUND 2U07 , L.P. (Nute 18) X X
HAL N VENTURE CAP ITAL a CA L.l'. (Noto 18) X X X X X
BC LP ASSOCLATJ::S (Note 18) X X X X X
UC JI' ASSOCIATES l. LLC (Note LK) X X X X X
BCll' ASSOCIATES ll (No" LK) X X X X X
liC LP ASSOC IATES Ill (Note l ~) X X X X X
UC JI' VENTURE ASSOC IATES (Note 18) X X
UROOKS LDE CAI' ITAL PALITNERS FUND, L.P .. (Note 18) X X X X X
PROSPE CT HARBOR CRED IT PARTNE I\S, L.P. (Note IM) X X X X
SANKATY HI GH YIELD ASSET PARTNERS, L.P. (Note LK) X X X X
SANKATY HIGH YIELD PARTNERS II, L.P . (Note 18) X X X X
SANKATY HIGH YIELD PARTNERS Il l, L.P . (Note 18) X X X X
SANKAT Y CRED IT Ol'l'ORTUN LT IES , l..P . (Note 18) X X X X
- - -
R':porting indhi~ual's N1me Page Number
W. M itt Ronmey 33
- SCHEDULE A
-
Valuation of Assets Income Type and Amount. If "None (or less than S201)" is checked, no
reporting period
T ·pe Amount I
-
..,..
------ 8
o.
....
~
." 0
0
0
0
0
8
0
0
0
0
0
0
0
0
0
0
0
0
6
0
0 8*0
0
8
00
.."'
0
0
0
0
0
0
0
..."'
.N
0
0
0
00
0
0
...."'
0
0
"'"
::1
""c
§" !l
8N
....
"
~"' 0 0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
q
*00
0
0
0
0
0
...
0
.,· 0
0
Other Income
(Specify Type
Date
(Mo., Day,
Yr.)
.§ 0 0
"' 0
"' ...."' ;;;' ...."' ...."' ....

0 0 '
0
0 ""'>~ ~
ti
<0 .s. ~
"'"' 0
..
0 0
0
0 0 0
...' 0 0 & Actual Only if
0
;;;
80 80 8 80 80
00
.... 8
0 80 80
00
8
0
..."'
.5
"'B B s., ~.,c
'0 '0
....
~
g
0 0
0
0
...
"'
N' .... "'
"' ;;;' ....8"'' 8 80 8;;;
;;; 0
80
' 0
0
0
...vill
Amount) Honoraria
~
., 80 0 0 oil
~
~ 0
.. .. .. ' 00 0 § 0 .,
0. 0. 0 a· 0
0 0 6 ~ 0 0 0 ~
-;;; '0
c £ ·g. "c0 ~
..."' ...."' 0" ~" ~" 0 o.

- z"
0
"'
;;;
0
....
"'
0
;;; "'- 0">
0
"' ....
N
0 . o.
N
0 0
0
::1 :~
Q ~ .5 u z ...
N "'
N' ... "' ...
.... .... "' ;;;
0
.,., 0
;;; 0> ... 0
>
SANKATY CREDIT OPPORTUN ITIES'I(LP. (Note 18) X X X X

SANKATY CREDIT OPPORTUN ITIES III, L.P. (Note IR) X X
GOLDEN GATE CAP ITAL INVESTMENT5- II-A ADJUNCT BVI, L.P. (Note 18) X X
GO LDEN GATE CAP ITAL INVESTMENT FUND 11-A, L.P. (Note 18) X X X X X
GOLDEN GATE CAPITAL INVESTMENTS II (JJV I), L.P. (Note 18) X X
GO LDEN GATE CAP ITAL INVESTMENT FU"D II, L.P. (Note 18) X X X X X
GOLDc"N GATE CAP ITAL INVESTMENTS II , LLC (Note IK) '!'.. X
CCG INVESTMENTS JJV I, L.P. (Note 18) X X X X X
CCG INVESTMENTS FUND, L.l'. (Note 18) X X
CCG INVESTMENTS , LLC (Note IK) X X X
GOLDEN GATE CAI'I,JAL ANNEXJ'UND II, LP. (Note IR) X X
-=-
R"'(lUrtiug lt11.li\·K.Iual's Nnmc Page Number
W. Mitt Ro nmey 34
SCHEDULE A
[W. Mill RomneyJ RA] ---
,.
-
Assets and Income at close of other eotry is needed in block C for that item.
reporting period
T •pe Amount
& 0
0
0
0
8 ""c 0N
... 0
Date
;;;;
""c"
(M o., Day,
.
0 0 0
8 0 0 0 0
00 0 Other Income
c 0 80 0 q g 0
0 ·~ 0 0 Yr.)
8 § 000 •00 8.,.,-
0
!5"'
... ... ... "
0 0.,., (Specil)r Type
0 0 0
80 .,.; 80 ~ !5
...
0
0 0 0 0.,., 0 0 .,.,- £ 0 0
3"'
s
0
0
.,.;
;;;;
0
...,0.,.,
0
0
;;;; ...
N
;;
.,.,0
<A ...,
'
0
0
0
0
00
N
00 00
00
0
.,.,
">
..5 ~ ~ "'
,.,
~
0
c::
.s"'
0"' 0
"'
3 0
0
0
0
0.,.,
...'
N' .,.; ;;;;
....
0
0
..
80 .,.; 00.,., 00 ;;;;
;;;;
0
g '
0
0
0
00
0
& Actual
Amount)
Only if
Hono raria
I
....,.,-
0 0
' ' 00 00 .... 00
0
....
'0 '0 '0 '0
" '0"= ol:! "'e
;;;; ' 0 ... 0
...- ... ...N ...

.!l
00 00 0 g .!l ,.::
'Ei ~ 00 00 0 0
~ fr 00 0.,., 0
0.
"c .,.; 0 .,., .,.,
0 0 ~ 0
o_
0
.,.; ll " -; ·;; c £ ·a "c0 o. .,.; 00
.,., ;;;;
~ 0
q
~
0.,.,
... ....,.; ... .,., 0
" ...
0
z0 ;;;; ;;;;
0
;;;; .... ...
N
0
">
0 .... N
0
>
u
~
u
~ 0" i5 c::" .s u"' z
0
N ;;;; .... 0
>
0
">
GO LDMAN SACHS FINANCIA L SQUARE FEDERA L FUN D X X X X
US DOLLAR - X X X
FNMA 3.25%0 1/ 15/2008 X X X
FHLB CA 3.250000% 11/ 14/2007 -05 MN X X X
f.HLB 4.500000%08/ 14/2009 FA X X X

-
FHLMC 3.625000%09/15/2008 MS X X X
!SHARES MSC I TA IWAN INDEX FUND CMN .-- ~ . - X X X
GOLDMAN SACHS EMERGING MARKETS EQl!ITY FUND X X X X
OS STRUCTURED U.S. EQU ITY INSTITUT IONAL X X X
3M COMPANY CMN (SOLD) X X X
AMERICAN EXPRESS CO. CMN (SOLD) X X X
AMOEN INC. CMN (SOLD) X X X
'<ER HUG HES INC CMN (SOLD) X X X X
tJANK NEW YORK INC CMN (SOLD) X X X
BANK OF AMERICA CORP CMN (SOLD) X X X
CENDANT CORPORATION CMN (SO LD ) X X X
CISCO SYSTEMS, INC. CMN (SOLD) X X X
CITIGROUP INC. CMN (SOLD) X X X
CONOCCJPH ILLIPS CMN (SOLD) X X X X
FIRST DA TA CORPORATION CMN (SOLD) X X X X
FREDDIE MAC CMN (SOLD) X X X
GENERAL ELEl'TR IC CO CMN (SOLD) X X X X
GO LDMAN SACHS JAPANESE EQU ITY FUN D (SOLD) X

·- X X X
IDEARC INC. CMN (SOLD) X X X
JPMORG A N CHASE & CO C'MN (SOLD) X X X X
LOWES COMPAN IES INC CMN (SOLD) X X X X

RL-porl.illg lnilividual's Name Page Number
W. lviitt Romney 35
SCHEDULE A
[W. Mitt Romney IRA]
y· Valuation of Assets
reporting period
T 'PC Amount
....... .......
0q 0 Date
....c 0
0
0
0
0
0
0
00
""§ 0N
.... 80 (Mo., Day,
"' 0
0
8 80
80
0
0
g 00
0
0 "";::
v la 0
0
0
0
0
g Other Income
Yr.)
... ...""
0 ~ (Specify Type
8 s.,"' ...
0 0 0 0
~ *00 0 ,.; 0
* 0
~
0
0
0
0
0
0
0
0 .
...""
0
0
0
0
...,.,· N
g ,s> 2
"'
\~
... ~
0
0
0
0
80 0
0
0
0
0
0
o.
... § ...
,.; 0
0
&Actual
~
,.; 0 0 N ;;;; 0 0 ,.; 0 0
Only if
"""' "'c ~ g
0
...."'N' ...,.;' ;;;; ....
"' ;;;;
~ .... ;;;; 0 ' 0 0
;;;; "" 0
00 00 0 0 t- >.
0 ·c; 0
00 0 Amount)
Honornria
a0 0 0 0 "'c c 0 ;;;; 0 0
.,.,·
0
~
a 00
' 0 · a.
0 ... 0 0
0
0 "'£.,c. "'£c. ..."'" ""
....
"'
I>:
,:g 'E .,c ' 00
~
a a,.; a0
'
' ' 00 ....., 0 ....
0
"'" i! 0
~
0 0 0 0 0 0 0
"c0 ,.; ·a 0 0 0 ~ ,.; ~ v ~ ·;: ;:: ·c. ~
~
;z
0
.... ... "'
"'
0
;;;; "'
....
N
...""
0
0
>
0 0
N
u
.... ....,.; .... 0"> &) &) 0" Q
u
v
I>:
B
.s u"'
0
;z
0N
... ;;;; "' ....
....N'
0
,.,· ;;;; ....
"'
0
;;;; 0
>
.... 0
>
MCGRAW-HILL COM PANIES INC CMN (SOLD) X X X X
MEDCOHEALTH SOLliTIONS, INC. CMN (SOLD)- X - X X
MEDTRONIC INC CMN (SOLD) X X X X
MEIU(ILL LYNCH CO INC CMN (SOLD) X X X X
MICROSO FT CORPORATION CMN (SOLD) X X X X
PEPS ICO INC CMN (SOLD) - X X X X
..,
·--
..._:_
PRAXA IR INC CMN (SOLD) X X X X
QUALCOMM INC CMN (SOLD) X X X X
RESEI>RCH IN MOTION CMN (SOLD) i. X X X

'
SCHLUMllERGER LTD CMN (SOLD) X X X X
SPRINT NEXTEL CORPORATION CMN (SOLD) X X X
ST PAUL TRAVELERS COMPANIES CMN (SOLD) X X X X
''{YI<.ER CORP CMN (SOLD) X X X
., uNCOR ENERGY INC CMN (SOLD) X X X X
TARGET CORP CMN (SOLD) X X X X
THE BANK OF NEW YORK COM I'ANY, CMN (SOLD) X X X
TYCO lNTERNATJONAL LTD. CMN (SOLD) X X X
UN ITED TECHNOLOG IES CORP CMN (SOLD) X X X X
VERIZON COMMUN ICATIONS CMN (SOLD) X X X X
VIA COM INC. CMN CLASS B {SOLD) X X X
WAL ~1ART STORES INC CMN (SOLD) X X X
WALT D iSNEY COMPANY (THE) CMN (SOLD)
-
X X X X
-
WASHINGTON MUTUAL, INC. CMN (SOLD) X X X X
AUSOLUTE .RETURN CAPITAL PARTNERS, L.P. (No le 16) X X X X X
llR(JOKSJDE CAPITAL PARTNERS FUND, L.P. (Nole 18) X X X X X
llC IPfRUST ASSOCIATES L.P.(No« li) X X X X X

Rl'JlliOiJ. 'l &lnWviduill'' Na.Lne Page Number
W. Mill Ronmey
- SCHEDULE A 36
[W. Milt Romney IRA]
- -
reporting period
T 'PC Amount
~----- 8q
....
0
0
80
0
0
0 "<:
"
0N
....c 0
0
Date
(Mo. , Day,
.." 0
0
0
0
0
0
8
0
00
0
0
0
0
0
~
E .. 0
0
0
0
0
0
0
Other Income
Yr.)
s" 0
0 0 0
~
0 0 0 0
.,.; 0
~ 0 0
*0 {Specify Type
8*
0 0
0
0
0
0
0
0
0 0 0
0 .,.;
.... .... ...."'
N
0
v; .!l 0 0
0
0
0
0
0
0
0
o. 8
.,.;
....
0
0
3"'
0
.,.; 0 0
..."'
N
0
....
"' ....
0
0
2 ~
00 ""'> ....>. "'
"'<: 3 q "' 0 0 0
0
0
.,.;
...0"'' 0
iA
0 & Actual
Only if
0 .... ....' ...
...."' iA 0 C'i .,.;
0
iA 0 0 Amount)
iA 80
0 80 0 ..5 E-
0 ·;;; iA 0
80 0
0 Honoraria
~ 0
...
0 0
0 8 8 ... 0 0 '
0
~
8
' '
8 g 0 0 0 0
0 0 0
... "
g. .,.; "''- c.
0 0 " " c
t>::
" c." " " o'IJ e s v;
\;:: ~ 8 8 80 0
.,.;
....
"u>< "u>< .... " c £ ·s.. ;z:"0c 0 8 ....C'i
I) 80 0 0 ~ 0 ' 8 00 0 0 0 '-
q
0 '-
" .,.; 0
.,· .,.; 0 "> .... ">
~ "' ..."'
0
0
... "' ....
0
"
->
.... .,.;
.... .... "
>
" " "' .... ... 0
----
N
--· ;z: iA .....
"' iA .....N
"' 0 0 wN
w CY t>:: ..5 u iA iA iA 0 0
BC IP 'fRUST ASSOCIATES II (Note 18) X X X X X
BCW 'fRUST ASSOCIATES Ill (Note 18) X X X X X
PROS YECr HARBOR CREDIT PARTNERS , L.P. (Note 18) X X X X
SANKA TY CREOIT OPPORTUNIT IES. L.P. (Note 18) X X X X
SANKA T Y CI\ EO!T OPPUI\TUNIT IES II , L.P. (Note 18) X X X X
SANKAT Y CREDIT OPPOI\TUNIT IES Ill, L. P. (No te 18) X ... X
SANKA TY HI GH YIELD ASSET PARTNERS, L.P. (Note 18) X X X X
SAN~·y H IGH YIELD PARTNERS II , L.P. (Note 18) X X X X t_ __ _ -- L _ _ - - - - - --

RrponitlC Individual's Name Page Number
W. Mitt Romney 37
SCHEDULE A
[Ann Romney~]
---
" Valuation of Assets Income Type and Amount If "None (or less than $201)" is checked, no
Assets and Income at close of other entry ·is needed in block C for that item.
reporting period
T rpe Amount
~
0 0
.......
o. 0
0
0
0
0 ""c 0
...."'c 0 Date
....c 0 0 o"
:;:l
0
"' 0 00 000 c5 o" 00

0
0
0
0
0
0
0
0
0
0
0
0
0 ""c "' 0
0
0
0
0
0 Other Income (Mo., Day, Yr.)
0 0
v) 0 .,., " ~ 0 0
.....,.,· ...."' ...'

0 0 + 0 + (Specify Type
~
0 0 0
0 1§ "'
o" .,., 0.,., o.
0 0 0 0 0 0 0 0
~ o. v)
0 0 o" .....
"' 0v) .,.,
""' ;;; ...
..... ;;; ' ....' ....'
0 0 N
0
0
0
0 ""'>c b2 ~
"iii
~ "'
rJ "' 0
0
0
0
0
0
0
0
0V)
...' 0
....
0
0
0
0 & Actual Only if
- ·a :1
0
....,.,·
0 V) v) 0 0
;;;;
-l 0
0 ;; ;;' ;;
' 0
0
"'
>.
0
0 ....
0
0
...N'' ;;; ' 0
o. ;;
' 0
0
Amount) Honoraria
.....,.,·....
0 0
0
~
'
;; ;;
'
'
;; ;; 0;; ;; 0
0 0
........ 00 00 00 0 V) 0
"0
........ ""0.." ""0.. ..:" """c
~
~ "'
0
s ~
' 00 ;;
'
;; ;; ;;
' ;;
0 ... 0
0 I
0.,., 0 ~
0 0 u 0
o. .,.,· 0 0
0 "0 0 0 0
-
"> 0 0v) ,.,N · "> c ;;
c "u "u -;;; ·a t;
....,.,
c 0 0 o.
v)
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0 V)
z
0 V)
0
.... <A .... <A ....
0
"' .....
V)
0 ;;; .... ...
>
0 ~
)(
JJ.l
:l
0' i5 "
p:: .s u"' z0 .... N
... ..."'" ....v) ;;;
0
;;;; 0
>
.... 0
GOLDMAN SACHS FINANCIAL SQUARE FEDERAL FUNii X X X X i
I
GOLDMAN SACHS CORE FIXED-INC 1MUTUAL FUND X X X X
UST STRiP TINT Dl)E 02/L5n00_9_ _ _ . ____ X X !
""'!: ;-- ~· -
..
;-
Sl' 271l (Rev. 03/2000)
5 C. F. R. Part 2 634 Do not complete Schedule B if you are a new entrant, nominee, or Vice Presidential or Presidential Candidate
Reporting Individual's Name
w. Mitt Romney I ---
-
SCHEDULE B Page Number
of
Part I: Transactions
Report any purchase, sale , or exchan ge Do not report a transaction involving None O Not Applicable
by yo u , your spo use, or dependent property used solely as your personal
child ren during the reporting period of any residence, or a transac tion solely between Transaction Amount of Transaction (x)
you , your spouse, or dependent child. Type (x)
real property, stocks, bonds, commodity '
'O .-<0 .....
' 0 0
futures, and other securities wh e n the
am ount of the transaction exceeded $1,000.
Ch eck the "Certificate of divestiture" block
to indicate sales made pursuant to a Q)
Date
(Mo., ' 0 .-.o .-<0
'O
'
.-.o '
-<0
oO
0 0 0 0 o8~ 00
§
-<0 -<0 0 0
0 0 go_ 0 0
0
0
0 "'"'... ~
"en 0>
-o 0 00
-0 00
"'"
Include tra n sactions th at res ulted in a loss. certificate of divestitur e from OGE. "'!::!
.c
c:
..." w"'
.c
Day, Yr. ) .-<0 0 0 0 0
gq 0 0 o.o-
vi'O 0 0
·"' .... .,.,
00 00 00
00 00 Oo
OV> V>O 0 - ~8 0
0 0 0 0 0 0 ._.q ~-~
00 00
0 0 .on- v)c) 010
0
~ .
.........
...... ...... ...... ...... ...... ....... ......
.-<N NV> ..,.., >....< ,...;v; V>N Non >V> .... >
0
Identificatio n of Assets
::>
c.. (/)
K V) .... V) ....
o .... "'·-
...,..., o ... U"tl
Example I CenLral.AirlinesCommon X 2/1/99 X
2 -
3
- -
4
*This category applies only if the underlying asset is solely that of the fller's spo use or dependent children. If the underlying asset is either held
by the filer or jointly held b~ _the filer with the spouse or dependent children, use the other higher categories of val ue, as appropri ate.
~
:.
- ~~ -
Part II: Gift?, Reimbursements, and Travel Expenses

For yo u , yo ur spo use and dependent children, report the so urce, a brief descrip- the U.S. Government; given to your agen cy in connection with official travel;
tion, and the value uf: ( 1) gifts (s uch as tan gible items, tra nsportation, lodging , received from relatives; received by your spouse or d ependent child totally
food, or entertainment) received from one so urce totaling more than $260, and independent of their rel ationsh ip to you; or provided as personal hospitality at
(2) trave l-re lated cash reimbursements received from one source totaling more the donor's residence. Also, for purposes of aggregating gifts to determine the
than $260. For conflicts a nalys is, it is h elpful to indicate a bas is for receipt, such total value from one sour ce, exclude items worth $104 or less. See instructions
as personal friend, agency approval under 5 U.S.C. § 4111 or other statutory for other excl usions.
authority, etc. For travel-related gifts and reimbursements, include travel itinerary,
dates, and the n ature of expenses provided. Exclude anything given to you by
Not Applicable None 0
Source (Name and Address) Brief Description Value
. · ~;1t'1 Assn. of Ruck Coll~ctors, NY, NY Airline ticket, ho tel room & meals incident to national confe rence 6115/99 (personal activity unrelated to duty) S500
Examples - --- - -- -- -
frankjunl!.s, San Francisco, CA
- - - --- - - ------- -- --- -----------------
Leath~r briefcase {personal fri end} ----
S300 '
1
3 -
-1
-
5
- - ---
Prior EdiLions Cannut Ue Used. OGE/Adobe Acrobat version 1.0.1 (3/29/01)

· SF 278 (Rev. 03/2000)
5 C.F.R. Part 2634
Reporting Individual's Name - Page Number
w. M i t t Romn ey: SCHEDULE C 1 of 1
Part I: Liabilities a mortgage on your personal residence None 0

Report liabilities over $10,000 owed unless it is rented out; loan s secured by Category of Amount or Value (x)
to any one creditor at any t i m e automobiles, household furniture
during the reporting period by you, .or appliances; and liabilities owed to '
your spouse, or dependent children. certain relatives listed in instructions. •0 ' 'O .-.o 0
oO .-!0 .-.o 00 0
Check the highe~t owed See instructions for revolving charge ' 'O ...:.o '
.-<0 ,...o 0 00 00 00 0
.-<0 .-<O .-<0 00 oq
00 0 00 0 .o- c5c5 c5
during the repOl' ·ng period. Excl ud e accounts. 00 00 00 00 00
00 c5 c5c5 00 00 0
·o ,..o_
.... .... ..... ...... ........ ......
0
.o• gq ~8
. ...... ......
00 00 c5c5 c5c5 00 00 00
Interest Term if Cu-i' vi'o.. 00 0 - Vic)
Date
applicable
........ .-<V)
00
V) ....
OV> V>O
.-<N NV> V) .-.
a>ri .....;vi
.. .... V>N ·"' N VI
OJO
o>V>
..
Creditors (Name and Address) Type of Liability Incurred Rate
Examples f-f~rst District Bank, Washington, DC
25 yes.
-
ohnjo-;;;;-s,U3JSt.,Was hing~, DC -
. ~o~age o!!...!:e~I.E!:_operty,
- · Promissory note
Delaw~ ___ 1991
1-1999 t -10%
8%
- - 1-----'-
on demand - ~ - --X
- -- -- - X
f-- - - 1--
1
See attached Schedule
-
c P art I Respo~se
2
-.-
----
3
5
.. .
*This category applies only if the liability is solely that of the filer's spouse or dependent children. Jf the liability is that of the filer or a joint liability of the filer
with the spouse or dependent children, mark the other higher categories, as appropriate.
Paf:t U: Agreen1ents or Arrangements

RepoJt your agreements or arrangements for: (1) continuing participation in an of absence; an d (4) fu ture employment. See instruction s r egarding the report-
employee benefit plan (e.g. pension, 4011<, deferred compensation); (2) continua- ing of negotiations fo r any of these arrangement s or b en efits.
tion of payment by a former employer (including severance payments); (3) leaves None O
Status and Terms of any Agreement or Arrangement Panies Date

Example
1
l Pursuant to partnership agreement, will receive lump sum payment of capital account & Portnershlp share
calculated on senoice performed through 1/ 00.
Doe jones & Smith, Hometown, State
Mr. Romney retired from Bain Capital on February 11, 1999 to head the Salt Lake ( rganizing Committee, and since that date
7/85
Mr . Romney has not had any active role with any Bain ' Capital entity. In connec ion with his retirement from Bain Capital,
2 Mr. Romney entered into an agreement with Bain Capital, LLC and certain affiliatE s imposing certain non- compete, non-hire
and confidentiality obligations on Mr . Romney through February 11, 2009, and pro1 iding for Mr. Romney to retain a passive
3 protl.t snare as a retl.red partner l.n certal.n Hal.n Capl.tal entl.tl.es tormed on orJ r1.0r to Feoruary - rr, --zmJl1 and tor Mr . J-<.omney
to have the right on or prior to February ll, 2009 to make passive investments ir certain Bain Capital en t ities . With respect
'4 to such profit shares and investments, since January 1, 2003 neither Mr. Romney r or Mrs. Romney has had any contro l oyer the
' assets acquired or disposed of, neither Mr . Romney nor Mrs . Romney has received <ny reports identifying specific assets held,
5 and the management of the assets has been deemed blind by the Massachusetts State Ethics Commission .
6 :-
Prior Editions Cannot Be Used. ~L OGE/Adobe Acrobat version 1.0.1 (3129/0 1)

Schedule C Part I Response
The investments in private equity and simi lar funds disclosed on Exhibit A (the "Funds") are made pursuant to agreements oflimited partnership, subscription agreements and/or other similar documentation that could be characterized
as creating liabilities for capital calls or other payments to be made by investors. Such documentation is typically dated on or about the date of organization of the Fund or the date of the investment, which dates vary in the case of the
Funds disclosed on Exhibit A from 1987 through 2007. The payments generally do not bear interest, and are due upon demand by the Fund. In the case of Funds for which there are expected to be capital call for future investments, the
following table lists the Funds and t~e maximum expected fuiure liability for such capital calls:
Fund Categor:r
A. Ann Romney Blind Trust
------ Amount
GOLDEN GATE CAPITAL INVESTMENT FUND !1-A, L.P. Between $15,00 1 and $50,000
GOLDEN GATE CAPITAL INVESTMENT FUND II, LP. Between $50,00 I and $100,000
GOLDEN GATE CAP!TAL ANNEX FUND II, LP. Between $100,00 I and $250,000
GS CAPITAL PARTNERS l_U, L.P. Between $100,001 and $250,000
WHlTE~L STREErREALESTATE FUND IX/X Between $15,00 1 and $50,000
WHITEHALL STREET REAL ESTATE FUND XI/XII Between $100,00 1 and $250,000 i
WHITEHALL STREET GWBAL REAL ESTATE 2007 Over $ 1,000,000
B. W. Mitt Romney IRA
SANKATY CREDIT OPPORTUNITIES III, L.P. Between $1 000 00 I and $5 000 000
-··
l
SF 2 7 8 (Rev. 03 / 2000)
5 C. F.R. Pan 2634
Reportin g Individu al' s Nam e Page Number
w. Mi t t Romn ey
--- SCHEDULED 1 of 1
-
Part I: Positions Held Outside U.S. Government

Report any positions held during the applicable reporting period, whether compen- organization or educational institution. Ex clude positions with religious,
sated or not. Positions include but are no t limited to those of an officer, director, social, fraternal, or political entities and those solely of an honorary
trustee, gen eral partner, proprietor, representative, employee, or consultan t of nature.
any corporation, firm, partnership, or other business enterprise or any non-profit None 0
Or ganization (Nam e and A ddress) Ty pe of Organ ization Position Held I From (Mo., Yr .) To (Mo., Yr.)
K~ t'l Ass n. of Rock Collectors, NY, NY Non-profit education President 6/ 9 2 J Present
Examples oe j o~ & s,;ilih, Ho;;;,o-::;;;.'5;;,;- - - - - - - - - - - - f--------~------
Law firm ~-;,:- --------- l/85 - ----
l/00
1
Common weal t h of Massach use tt s St a t e Gove r nor ( No t e 1 9) l/ 03 l/07
2
I rrevocab l e Tru s t Trus t e st a bli s h e d t o h old Trus t ee 12 / 9 1 present
3 e x te nd ed family va c a ti on
n r n n o r t- u I
4
-
6
. --·
Part II : Com,pensation in Excess of $ 5 ,0 00 Pa id by One Source Do no t comp let e this p a r t if y ou are an
Incumb e nt , T erm inatio n Fil e r , or Vic e
Report sources of mo~e than $5, 000 compensation received by you or your non-p rofit or ganization when Pres id e nt i al o r Pre siden ti al Candi da t e .
business affiliation fo r services provided directly by you during any one year of you directly provided the
the reponing period. This includes the names of clients and customers of any services generating a fee or payment of more than $5,000. You
corporation, firm , partnersh ip, or other business enterprise, or any other need not report the U.S. Government as a source. no t applicabl e None 0
Examples
t;," Sour ce (Name and Address)
j ones & Smith, Hometown, State Legal services
t-;:;;-Universi tytcli~ of Doe j .;;:;;s '&s,~J:M~y~;,5t;;; ----- - Legal Servicesin c;;nrnJ.o-;-withu~ers tt;Con"'illu'Uio ~ -
Brief Descrip tio n of Du ties
- - - - - - - - - - - - - - -
1
!5
,,
Prior Editions Canno t Be Used. OGE/Adobe Acrobat version 1.0.1 (3129/ 01)
W. Mitt Romney
SF 278
Notes
1. Other than cash and cash equivalents, all of the assets reported are held by The
W. Mitt Romney Blind Trust, The Ann D. Romney Blind Trust, Mr. Romney's
IRA, or Mrs. Romney's IRA. In each case, R. Bradford Malt, as trustee, has
complete investment discretion over the assets held by these investment vehicles.
Since January 1, 2003, neither Mr. Romney nor Mrs. Romney has__had any control
over the assets acquired or disposed ofby the vehicles, neither Mr_- R9mney nor
Mrs. Romney has received any reports identifying specific assets held, and the
management of the assets has been deemed blind by the Massachusetts State
Ethics Commission. Unless specifically noted otherwise, the assets and asset
value and income amount for each holding are reported as of June 30, 2007. In
instances where the asset is a fund, the filer has requested, and reported to the
extent available, information about the identity of underlying holdings of the fund
and value and income amounts for these underlying holdings. Value and income
amounts reported for underlying holdings are part of, and not in addition to, value
and income amounts reported for the fund. Income amounts are taken from Kl 's
unless otherwise specifically noted. In instances where value and income
amounts for a fund are reported as of dates other than June 30, 2007, such value
and income amounts are reported as of the most recent date for which they are
available.
2. The total asset value for this fund is reported as of April30, 2007. The total
income amount for this fund is reported as of December 31, 2006. The filer has
requested information about underlying holdings of the fund and value and
income amounts for these underlying holdings. However, the fund manager has
informed the filer in writing that this information is confidential and proprietary,
and has declined to provide such information.
3. The total asset value for this fund is reported as of June 30, 2007. The total
income amount for this fund is reported as ofDecember 31 , 2006. The filer has
income amounts for these underlying holdings. The underlying holdings of this
fund aie reported as of December 31 , 2006, the most recent date for which the
fund manager has agreed to provide the information. The value and income
amounts for the underlying holdings are not readily ascertainable.
4. The total asset values for these funds are reported as of June 30, 2007. The
total income amounts for these funds are reported as of December 31 , 2006. The
filer has requested information about underlying holdings of these funds and
value and income amounts for these underlying holdings. However, the fund
managers have informed the filer in writing that this irtfonnation is confidential
and proprietary, and have declined to provide such information.
4893452
5. The total asset values for this fund is reported as of April30, 2007. The total
income amount for this fund is reported as of April30, 2007. The filer has
fund are reported as of April30, 2007, the most recent date for which the fund
manager has agreed to provide the information. The value and income amounts
for the underlying holdings are not readily ascertainable.
income amount for this fund is reported as of December 31, 2006. The filer has
fund are reported as of December 31, 2006, the most recent date for which the
income amount for this fund is reported as of December 31 , 2006. The filer has
fund are reported as ofDecember 31 , 2006, the most recent date for which the
8. The total asset value for this fund is reported as of April 30, 2007. The total
income amount for this fund is reported as of April30, 2007. The filer has
income amounts for these underlying holdings. The underlying holdings ofthis
fund are reported as of April30, 2007, the most recent date for which the fund
fund are reported as of March 31 , 2007, the most recent date for which the fund
fund are reported as of December 31 , 2006, the most recent date for which the
4893452
11. The total asset values for these funds are reported as of June 30, 2007. The
total income amounts for these funds are reported as of December 31, 2006. The
filer has requested information about underlying holdings of these funds and
value and income amounts for these underlying holdings. However, the fund
managers have informed the filer in writing that this information is confidential
and proprietary, and have declined to provide such information. For GS Hedge
Fund Partners II LLC and GS Hedge Fund Partners LLC, K1 'shave not been
issued and income amounts are derived from tax estimates provided by the fund
managers.
12. The total asset value for this fund is reported as of March 31, 2007. The total
income amount for this fund is reported as of March 31, 2007. The filer has
fund are reported as of March 31, 2007, the most recent date for which the fund
manager has agreed to provide the information. The value and income amounts .
13. The total asset values for these funds are reported as of March 31, 2007. The
total income amounts for these funds are reported as ofDecember 31, 2006. The
filer has requested information about underlying holdings of the funds and values
and income amounts for these underlying holdings. The underlying holdings of
these funds are reported as of December 31, 2006, the most recent date for which
the fund managers have agreed to provide the information. The value and income
14. As of June 30, 2007, this newly-organized real estate partnership held only
cash and cash equivalents designated for future real estate investments.
15. The total asset values for these funds are reported as of March 31, 2007. The
total income amounts for these funds are reported as of December 31, 2006. The
filer has requested information about underlying holdings of the funds and values
and income amounts for these underlying holdings. The underlying holdings of
these funds are reported as ofDecember 31, 2006, the most recent date for which
the fund managers have agreed to provide the information. The value and income
amounts for the underlying holdings are not readily ascertainable. In addition, no
further information about the underlying holdings is available.
16. The total asset value for this fund is reported as of December 31, 2006. The
total income amounts for this fund are reported as of December 31, 2006. The
filer has requested information about underlying holdings of the fund and values
and income amounts for these underlying holdings. However, the fund manager
4893452
has informed the filer in writing that this information is confidential and
proprietary, and has declined to provide such information.
17. The value of this asset is the contractual right of the Ann D. Romney Blind
Trust to receive a distribution of profits through February 11, 2009. As a result,
the fair market value of the asset depends on indeterminate future events, and is
reported at cost as permitted by 5 CFR 2634.301(e) and the Instructions for
Completing SF 278. After receipt of a distribution of profits with respect to the
period ending February 11, 2009, this contractual right will terminate, with no
residual interest and no right to further payment.
18. The total asset values for these funds are reported as of December 31, 2006.
The total income amounts for these funds are reported as of December 31, 2006.
The filer has requested information about underlying holdings of these funds and
values and income amounts for these underlying holdings. However, the fund
managers have informed the filer in writing that this information is confidential
and proprietary, and has declined to provide such information.
19. The filer waived his salary as Massachusetts Governor during his term of
service in this position.
4893452

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"'

Schedule C, Part I (Liabilities) --Th e

Schedule C, Part II (Agreemen ts or

ScheduleD --The re porting period is

Reporting I_ndividual's Name ~

BLOCK:t> BLOCK B BLOCKC

"'til....."' _£..... "",...., 0...... ......0 ......0 q0 00 000 ............... 00 .........

..... "" I I ...... ...... q 0 0 0

actual am ount of any honoraria over $200 of

"" "" "" "" ""

Central Airlines Common

Prior Editions Cannot Be Used. DOE/Adobe Acrobar version 1.0.1 (3129/0l )

BLOC~ BLOCKB BLOCKC

iS ~ .El u z" N ... ... 0 a

" v:i a > .,...· v:i > ><

13 OF A BANK DEPOS IT ACCOUNT JT !NT CHECK #2 X X X

UBS MONEY MARKET-ACCO_UNT X X X X

FHLB CA 4.400000% 1212 1/2009 -05 JJY'""" X X X

FHLB CA 5.8%051 17/20 11 MN (SOLD)" X X X

FHLB CA 6.3%071 17120 13 JJ (SOLD) X X X

FHLB SER: 3 12 5. 750000%051 15120 12 MN • X X X

.... ... ...

BANK NEW YORK INC CMN (SOLD) · X X X

BANK OF YOKOHAMA LTD JAPAN X X X

BARCLA YS PLC.AMER DEP SHS ADR CMN (SOLD) X X X X

BEA SYSTEMS INC Ci'lMMON STOCK (SOLD) X X X

CH INA PETROLEUM & CHEM ICAL X X X X

CHITTENDEN CORP CMN (SOLD) X X X X

CISCO SYSTEMS, INC CMN X X X

"'..."' ..."' ;;;; ..."'

COCA-COLA HELLEN IC BOTTLING CO X X

COMMERCE BANCSHARES INC CMN (SOLD ) - X X X X

DELL INC CMN (SOLD) X X X

DEVON ENERGY CORPORATION (N EW) CMN X X X

DIAGEO PLC SPON ADR (SO LD) X X X X

GLAXOSMITHKLINE PLC CMN (SOLD) X X X X

OS GLOBAL EQUITY PARTNERS 1, LLC (Note 2) X X X i X

HA NG LUNG PPTYS LTD - X X

HOYA CORP SPONSORED ADR CMN (SOLD) X X X

R~'fl'lrtin g ln.lividu.ll'~ Name Page Number I

LUKO IL OIL CO SPONS ADR SPONSORED (SOLD) X X X X

LUXOTT ICA GROUP ADS(SPONSORED) (SOLD) X X X X

MACY'S INC. CMN (SO LD) X X X

MATTSON TECHNOLOGY INC CMN (SOLD) X X X

MCCLATCHY COMPANY (HLDG CO) (SOLD) X X X

MEDCOHEALTH SOLUTIONS, INC. CMN (SOLD) X X X

... ...0 ...0 ....-'

.,.; " "

PUMA AG SPON ADR SPONSORED ADR CMN (SOLD) X X X X

RliXnting Individual's N~tme Page Number

"> u>< w">< ·;:

STERIS CORP CMN (SOLD)

. 'E GOLDMAN SACHS GROUP, INC. 0% DUE 1211112009 (SOLD) X X X

..."' ."'"' ..."' "s" F:"' 0

AEON MALL lfo. LTD.

.......;' ... """'

...' ...0 ...8'

GS EMERG ING MARKETS OPPORTUNITIES FUND, LLC (Note 4) X X X X X

GOLD MAN SACHS FINANC IAL SQUARE FEDERAL FUND X X X X

'~/t.+ MANAGERS: JlQRTFOLIO 2 (holdings li s t~ below) (Note 6) X X X X X

...0"' ..."'"' ...8."' .,;

.... .... ....

ALP HA+. MANAGERS: POKTFOLIO 4 (holdings listed below) (Note 7) X X X X X

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