FINANCIAL DISCLOSURE REPORT. <:.) DATE PARTIES AND TERMS _J rn

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1 .,.., O-IO(pdf) in Government ct of 1978, Rev. 1/2005 (5 U.S.C. pp. FOR CLENDR YER ) Report Required by the Ethics I. Person Reporting (last name, first, middle initial) BREE, III, DVID C. u. 2. Court or Organization 3. s. DISRIC COUR SoUHERN DISRIC OF MISSISSIPPI 5/6/05 4. itle (rticle Illjudges indicate active or senior status; magistrate judges indicate full- or part-time) RICLE III - 7. Chambers or Office ddress 11\:i f-rhp'7 M "2Q 1?(l CIVE c/o dams County Courthouse 115 s. Wall Street, Second Floor s. Report ype {check appropriate type) 6. Reporting Period _Nomination, Date anuary 1, Initial.x nnual Final - - December 31, On the basis of the information contained in this Re )l rt and any modifications pertainin thereto, it is, in my opmion, in compliance with applicab e laws and regulations. Reviewing Offcer IMPORN NOES: he instructions accompanying this form must be followed. Complete all parts, checking the NO!:E box for each part where you have no reportable information. Sign on last page. Date I. POSIIONS.. (lle1rling individual C!'i}: see pp of Instructions.} D POSIION NME OF ORGNIZ l ON/ENIY NONE (No reportable positions.) 2 Utee Em Misissippi Na Conc Me Bo of rtees Natchez.jtera Ceio f'4 C = 3 = (. ' C)»- :-' " II. GREEMENS. (Reporting individual only; see pp of Instructions.) -< <:.) DE PRIES ND ERMS _ rn NONE (No reportable agreements.) 2 O: :::.! 'i,,.,, rn l!' C) :; ' O rn. w III. N ON-NVESMEN INCOME. (Reporting individual and spouse; see pp. 17-U of Instructions.) DE SOURCE ND YPE GROSS INCOME. Filer's Non-Investment Income NONE (Nc>epOrable 1100-investment income.) 2 3 $ $ $ B. Spouse's Non-Investment Income - If you were married during any portion of the reporting year, please complete this I section. (dollar amount not required except for honoraria) NONE (No reportable non-investment income.) 2

2 BREE, III, DVID C. 5/10/05 IV. REIMBURSEMENS -- transportation, lodging, food, entertainment. (Includes those to spouse and dependent children. See pp of Instructions.) G l SOURCE NONE (No such reportable reimbursements.) DESCRIPION V. GIFS. (Includes those to spouse and dependent children. See pp I of Instructions.) SOURCE DESCRIPION VLUE W NONE (No such reportable gifts.) $ $ $ $ VI. LIBILIIES. (Includes those of spouse and dependent children See pp of Instructions.) CREDIOR DESCRIPION VLUE CODE* D NONE (No reportable liabilities.) Britton & Koontz Ba Real Estate Loan Katherine L. Bray Real Estate Loan oe and Mildred Parker Re Estate Loan United Mississippi Bank Real Estate Loan M K mth Bak Real Este Loa v: tid' : Kb$is,ooi7$so ooo = ;..,,$;1s 00o:6r/l sl\:.:' st : zr:c.: N = L $50;001-$100,ooo..' ;M$foo,001-$25o,ooo $2So,001:.$s60.0oo 6=$560,001-$1,000,000 Pl=$1;000;001-s5,ooo,ooo P2=$5,ooo;oo 1;;$25;000,000 P3=25,000;001-50,000,000 P4=50;000,00l or more

3 - B_R _L_E_E _' _I_I_I_, D- VI D C- 5 _ / _ 6 _ /0 _ S _j VII. Page 1 INVESMENS and RUSS -- income, value, transactions (Includes those of spouse and dependent children. See pp of Instructions.) D I 2.. B. c. D;.., Description of ssets Income Gross value (including trust assets) during at end of <,. :' reporting reporting (1) (2) (2) (I) If not exe t from i&closure.. ' '.,,..... '... yp ype! "(X)" : ; Place after each asset (e.g., Value (e.g., (2) (3)., (5) from, Method :(4). exempt prior disclosure. mt:' Value buy, sell, Date: Value Gam.', :! entity of. Code! rent or Code2 Code3 merger, Month Code2 Codet' : :_:. ;>'!yer/seller. (-H) int.) (-P) (Q-W) redemption) Day. (-P) ( H) :(1fpn ate transaction) NONE (No r port.able income, ssets, or transactions.) C:PR 1' l H '"' w M rtl\c:::c:::'l\ f' > ' - f 1 < \ '"',..,... "' '17\r""Uf" t. (I) ransactions duringrep0rii g irloo: II I Income/Gain Codes: =$1,000 or less (See Col. Bl, D4) F=$50,001-$I 00,000 2 Value Codes: (See Col. Cl, 03) 3 Value Method Codes: Q=ppraisal (See Col. C2) U=Book value B=$ I,001-$2,500 G=$100,00-$1,000,000 =$ I 5,000 or less K=$15,001-$50,000 N=$250,001-$500,000 0=$500,001-$1,000,000 P3=$25,000,001-$50,000,000 R=Cost (real estate only) V=Othe r C=$2,501-$5,000 HI =$1,000,001-$5,000,000 L=$50,001-$I 00,000 Pl=$1,000,001-$5,000,000 P4=More than $50,000,000 S=ssessment W=Estimated D=$5,001-$ I 5,000 H2=More than$5,000,000 M=$ l 00,001-$250,000 P2=$5,000,001-$25,000,000 =Cash/Market E=$15,00!-$50,000

4 BRLEE, III, DVID C. 5/6/05 VIII. DDIIONL INFORMION OR EXPLNIONS (Indicate part of Report.) IX. CERIFICION. I certify that all information given above (including information pertaining to my spouse and minor or dependent children, if any) is accurate, true, and complete to the best of my knowledge and belief, and that any information not reported was withheld because it met applicable statutory provisions permitting non-disclosure. I further certify that earned income from outside employment and honoraria and the acceptance of gifts which have been reported are in compliance with the provisions of 5 U.S.C. app., 501 et. seq., 5 U.S.C and udicial Conference regulations. Date _... M... a".. 6.., o... o.. s. _ NOE: NY INDIVIDUL WHO KNOWINGLY ND WILFULLY FLSIFIES OR FILS O FILE HIS REPOR MY BE SUBEC O CIVIL ND CRIMINL SNCIONS (5 U.S.C. pp., l 04.) ;.:.'.: Wa8hingtoI;D.C ;

5 Page 1 of 13 Pages. B. c. D. (including trust assets) _during at end of during 2eriod 2eriod 2eriod (1) (2) (1) (2) (1) If not exempt from disclosure (2) (3) (5) mt. 1 ype Value2 Value ype Date Value2 Gain1 Identity (4) 1. 50% interest in rental account-msouth Bank acct. rent 2. 50% interest account, rental property-msouth Bank acct. in joint rent 3. 25% interest in farm acct.-msouth Bank acct. rent 4. 25% interest in estate account-inherited property msouth Bank acct. E rent 5. 25% int. in promissory note from sale of property in.. Wilkinson County, MS D note rec. K 6. Entergy K 7. GW Utilities, Ltd. B 8. Hibernia Bank 9. CSX 10. bitibi-:price, Inc. _ ;_.; " 11. Highland < corp.,c 12. Highpoint Corp. 13. Nuveen Flagship Muni. Bond int. 14. Washington Mutual Investors rust K 15. First Colony Life B K 16. Penn Mutual M 17. New York Life L 18. Equitable Life L

6 Page 2 of 13 Pages Name of Person Reporting BRMLEE, DVID C., III 5/6/05. Description of ssets (including trust assets) B. INCOME during reporting (1) (2) (1) (1) (2) mt. 1 ype Code c. GROSS VLUE at end of reporting Value2 Value D. RSCIONS during reporting ype (2) Date Code Method3 Code Code If not exempt from disclosure (4) (5) Value2 Gainl Identity (3) 19. Southern Farm Bureau 20. MERRILL LYNCH INVESMEN CCOUN: SOCKS: nadarko Pete Corp. rkansas Power & Light B Bankmerica Corp. New Del Becton Dickinson 2/14/03 BP moco PL Burlington N Sante Fe 11/14/03 Caterpillar, Inc. Chubb Corp. CISCO Systems Inc. Sold 10/17/03 B Coventry Health Care Inc.. 12/22 CVS Corp. Delaware Darden Restaurants Inc. 3/20/03 12/20/03 Ptl. Sale 11/26/04 Dollar ree Stores, Inc. Sold 9/17 First Data Corp. '1/20 Gannett Co.

7 Page 3 of 13 Pages. B. c. (1) (2) (1) (2) (1) If not exempt from disclosure (2) (3) (4) (5) mt. 1 ype Value2 Value ype Date Value2 Gainl Identity D. General Dynamics Corp. 3/10/03 9/30/03 General Electric Hewlett Packard Co. Home Depot 10/8 11/12 ohnson & ohnson Keyspan Corp. 2/18/03 12/18/03 Kimberly Clark Laboratory CP mer Hldgs. 1/5 Mattell, Inc. 10/14/03 12/18/03 Merrill Lynch & Co. Neenah Paper Inc. Stock Div. 12/6 Kimberly Clark Sold 12/15 Nestle S Rep RG SH DR 6/1 NL City Corp. 9/20 Norfolk Southern Corp. Nucor Corp. 3/12 Ptl. Sale 10/12 B Stock Div. 10/21 OMNICOM Group Com Ptl. Sale 7/21 Pall Corp. PV

8 Page 4 of 13 Pages. B. c. D. (1) (2) (1) (2) (1) If not exempt from disclosure (2) (3) (4) (5) rt. 1 ype Value2 Value ype Date Value2 Gainl Identity Patterson Inc. UI Energy 10/13 11/17 Pfizer (formerly Pharmacia Corp. PNC FINCL Service Group 2/26/03 Proctor Gamble Republic Services Inc. 12/22/03 SBC Communications Inc. 6/12/03 7/17/03 Schering Plough Corp. Schlumberger LD. St Paul ravelers Cos 8/28 Sunburst Bks Inc. arget ravelers PPY CS CRP Unilever NV New Sold 6/11 Union Pacific Corp. Sold 3/10 5/12 Verizon Communications VF Corp. Div. 3/25/03 6/6/03 Wyeth Div. Ptl. Sale Sold 7/23/03 6/ 3/04 7/16/04

9 Page 5 of 13 Pages. B. c. D. {including trust assets) during at end of during (1) (2) (1) (2) (1) If not exempt from disclosure (2) (3) (4) (5) mt. 1 ype Value2 Value ype Date Value2 Gainl Identity CH & EQUIVLENS: CM Money Fund int. K CM Government Securities Fund B int. MUNICIPL BONDS: ackson, MS Pub Sch Dist int. K MS St Univ. EDL Bldg. CRP RV PWR OID FCIC N % ug Int. L 21. Undivided 1/4 int. in c., Wilkinson Co., MS Inherited 10/84 - Value at acquisition $250,000 D rent N R 22. Undivided 1/20 int. in 'l 9 property, dams Co., MS Purchased 8/86 - Value at acquisition $23,000 None K R 23. Undivided int. in small tract known as 'Bli t dams Co., MS Purchased 6/82 - Value at acquisition $5,000 None R dditional 50% int. in cres, Gibson ract, a/k?baker Dower or McCoy ract - Value at acquisition - $8,098) None R dditional 50% int. in... acres, Gibson ract, a/k/a Baker Dower or McCoy ract - Value at acquisition - $12,500 None K R dditional cres in Baker Dower ract - value at acquisition $16,895 None K R

10 Page 6 of 13 Pages VII. INVESMENS ND RUSS - income, value, transactions.. B. c. D. Description of ssets INCOME GROSS VLUE RNS CIONS (1) (2) (1) (2) (1) If not exempt from disclosure (2) (4) mt. 1 ype Value2 Value ype Date Value2 Gainl Identity (3) (5) 24. Undivided 1/30 int. in property known as ,ilkinson MS at - Purchased acquisition Co., 10/87 - value $60,000 None M R dditional 1/30 int. acres known as llll Wilkinson Co., in... MS - Value at acquisition (2/99) $20,000 None K R % ownership (in name of Orchard Corporation) of rental property known as i1kinson Co., MS Inherited Value acquisition $65,000 at D rent L R 26. Undivided 1/2 int. (in name of hree-way Corp.) in commercial rental property, Wilkinson Co., MS, including service stations, automobile dealership and surrounding property - Inherited Value at acquisition $25, 000 D rent K R E rent K R w r! 28. Small law office, nner1 ea a Woodville, - Value at acquisition $12,000 None R MS

11 Page 7 of 13 Pages VII. INVESMENS ND RUSS - income, value, transactions.. B. c. D. Description of ssets INCOME GROSS VLUE RNSCIONS (1) (2) (1) If not exempt from disclosure (2) (3) (4) (5) mt. 1 ype Value2 Value ype Date Value2 Gainl Identity (1) (2) 29. Partnership interest in Bigbee Valley, MS - Inherited Value Farm at acquisition $200', 000 D Income N R 30.- c. land Inherited Value acquisition $1,500 at None R 31...int. in aac. of timberland, Wilkinson Co., MS - Inherited Value at acquisition $18,000 None K R 32. 1/2 int. in cres in Wilkinson Co. Inherited Value at acquisition $13,500 None R 33. Undivided int. in lands located in Noxubee Co., MS, as follows: - Inherited 1983 Value at ree Hunting Eddie acquisition $30,000 Farm M R Lease 11/04 Striplng 34. 1/2 int. I 7 Lamar Co., Series of gifts 1983 Value at acquisition $10,000 - i 7 None L R Pickens Co., L, 25 ac. Gift/Inherited Value at acquisition $12,000 None R 3 Concor a arish, u chased 2/92 - Value acquisition $35,000 L at B Rent M R

12 Page 8 of 13 Pages VII. INVESMENS ND RUSS - income, value, transactions.. B. c. D. (1) (2) (1) If not exempt from disclosure (2) (4) (5) mt. 1 ype Value2 Value ype Date Value2 Gainl Identity (1) (2) (3) dditional undivided interest Glassco Island in and to acres /Bth undivided int. Layson,, Wilkinson Co., MS Purchased 3/92 - Value at acquisition $137,500 B Rent K R 8/2/04 K B Conservation Reserve Program L R Simone B. Chatelain 38. Various non-producing undivided ints. in oil, gas and other minerals in the following locations: Noxubee Co., MS Pickens County, L ensas Parish, L Concordia Parish, L dams Co., MS Wilkinson co., MS roy. roy. roy. roy. roy. roy. w w w w w w 39. Producing minerals: I Lamar Co., L,Oper., Moon-Hines, Well No. Moon-Hines #1; Cunningham-aylor; roy. int roy. w 40. efferson Co., MS: Buena Vista/C.P. and Buena Vista/Burkley nderson Oil Company roy. w 41. Wilkinson Co., MS: shland Oil Co. (now Plains Marketing), various O/N - C roy. w 42. Wilkinson co., MS: exaco(now Ergon)-Cc. P. Long.. lllllllillll roy. w 43. mite Co., MS:...,Waller Bros., Inc. (now.p. Oil and Gungull Expl.)-Winnie Kepper, et al roy. w

13 Page 9 of 13 Pages. B. c. D. (1) (2) (1) (2) (1) If not exempt from disclosure (2) (3) mt. 1 ype Value2 Value ype Date Value2 Gainl Identity (4) (5) 44. Wilkinson Co., MS: Prairie? Prod. Co.- dams County, MS roy. w 45. NCO-Parker & SCBRl roy. w 46. Wilkinson Co., MS: Hood-Goldsberry/D/O ray. w 47. Wilkinson Co., MS: Pacific-Enterprises/. Carter-. Walker- ray. w or Working w k i l n iii i i n i t l. ill Odgon Unit Wells int. K W B roy. w 50. Vac-Sharp-State Unit, Concordia Parish, L - (McGowan Working Ptnrs.) w roy. None w 52. Producing minerals: Oxy-Well CMR--1, working interest, Wilkinson County, MS D roy. w 53. 1/6th inte:rest in So. Canal Street Partnership. Partnership formed Value at acquisition $50,000) D rent K R

14 Page 10 of 13 Pages. B. c. D. (1) (2) (1) If not exempt from disclosure (4) (5) mt. 1 ype Value2 Value ype Date Value2 Gainl Identity (1) (2) (2) (3) Rent & E imber Pl R 5 e in size in Wilkinson County, MS Value at acquisition (10/94) $16,000 None R Lot eacre in size in C - - Wilkinson County, MS - Value at acquisition - $17,000 None K R dams County, MS - Value at acquisition (2/94) $50,000) None K R 57. U. S. Government Bonds None K Ptl. 8/25 D Redemption roy. w dditional Concordia Parish, L roy. w

15 Page 11 of 13 Pages. c. D. B. (1) (2) (1) (2) If not exempt from disclosure (2) (5) mt. 1 ype Value2 Value ype Date Value2 Gainl Identity (1) (3) (4) 59. msouth Bank (formerly Deposit Guaranty) IR ccount: Washington Mutual Inv. Fund K U.S. reas. Sec. Stripped Int. Pmt. F1xed Income none % interest in Geoghegan Properties, L.P. E % int. in S.C.G. Properties, L. P. I including int. in lot owned in own of iiiilia % partnership int. in Walters Group, Ltd. E E Rent L Rent 2004 BellSouth 63. 1/2 int. Inc., in Hard imes, E rent K 64. int. MS - in ] Wilkinson County, Value at acquisition (9/97) $88,000 None M R dditional 'ounty, MS $75,000 20% int. in Wilkinson - 5/02 None L R 5/6 L 65. ilkinson County, MS - 11/98 and 3/01 - Value at acquisition $300,000 None N R

16 Page 12 of 13 Pages. B. c. D. (1) (2) (1) (2) (1) If not exempt from disclosure (3) (4) (2) (5) mt. 1 ype Value2 Value ype Date Value2 Gainl Identity 66. msouth Bank (formerly Deposit Guaranty) Money Market ccount K 67. World Wrestling Entmt, Inc. Fedn 68. 1/4 int. I a in. acres, &3 dams County, MS, known as the Hunter ract - Value at acquisition (1970) $5,000 rent R % int. in Parcel No. Woodville, Wilkinson County, MS - Value at acquisition (1997) $40,000 rent K R 70. Edward ones ccount: Cash and Money Market K Mutual Funds: Van Kampen merican Capital EQ R ggressive Growth Fund CL C Sold 1/ Van Kampen Equity rust II echnology Fund Class c Sold 1/03 s 12/ Value at acquisition- 3o,875 None K R 72. ac i; es U&di vided. in. Wilkinson County, MS 3/ Value at acquisition. - $67,000 None L R

17 Page 13 of 13 Pages 73.. Description of ssets dfilkinson, Undivided 10% of 2/3 ift. in. aclesi B. c. D. INCOME GROSS VLUE RNSCIONS 2/24 int. in County, MS - 7/01 $100,000 None L R (1) (2) (1) (2) (1) If not exempt from disclosure (2) (3) (5) mt. 1 ype Value2 Value ype Date Value2 Gainl Identity (4) Wilkinson County, 3/02 - $30,231 MS None K R 75. Undivided int. in Wilkinson County, 3/02 - $30,231 MS None R Undivided int. in Wilkinson County, 11/02 - $8,722 MS None R 76. National Financial Services, LLC (IR) Int. K 77. Munder Funds care Fund) (Health Int. 78. merican (Growth Funds Fund) None 79. Britton & Bank CD Koontz Int. K 10/13 K 80. United Mississippi Bank CD Int. M 12/03 M 81. Undivided interest in oil, gas and other minerals - C:wilhrison p County, MS c roy. w 3/25 lex Ventress