Financial Disclosure - Rubio, U.S. Senate, Amendment to Annual Report (2009)

AUG-10-2009 17:12 P.02 OFFICIAL SECRETARY OF THE SENATE 09 AUG 11 Mr. Marco Rubio: July 1, 2009 The following Part(s) may require additional information on your disclosure report. Please refer to the items under each Part for the specific information that is being requested. COVER PAGE FOR NEW EMPLOYEE AND CANDIDATE REPORTS ( )Other: Please disclose the completed (signed & dated) Confidential Disclosure of Candidates Home Address form. PART IIIB. NON PUBLICLY TRADED ASSETS AND UNEARNED INCOME SOURCES ( )Type of income omitted (Block C): Marco Rubio P.A. and Rubio Consulting (Page 4, Items 1 & 2, respectively) ( )Category of amount of income omitted (Block C): Marco Rubio P.A. and Rubio Consulting (Page 4, Items 1 & 2, respectively) Please return your clarifications or additional information to the Secretary of the Senate, Office of Public Records, 232 Hart Senate Office Building, Washington, D.C. 20510. 00000432923 32

Reporting Individual's Name Marco Rubio Part Number 4 TOTAL P. 04 PART IIIB. NON-PUBLICLY TRADED ASSETS AND UNEARNED INCOME SOURCES BLOCK A Identity of Non-Publicly Traded Assets and Unearned Income Sources Report the name, address (city, state and description) of each interest held by you, your spouse, or your dependent child (See p.3, CONTENTS OF REPORTS Part B of Instructions) for the production of income or investment in a non-public trade or business which: (1) had a value exceeding $1,000 at the close of the reporting period; and/or (2) generated over $200 in "unearned" income during the reporting period. Include the above report for each underlying asset, which is not incidental to the trade or business. Publicly traded assets held by non-public entity may be listed on Part IIIA. S, or J Example: DC, JP Computer, Software Design, Wash D.C. 1 K Marco Rubio P.A. Miami, FL 2 K Rubio Consulting Miami, FL 3 4 5 6 7 8 9 10 BLOCK B Valuation of Assets At the close of reporting period. If None, or less than $1,001. Check the first column. None (or less than $1,001) X X $1,001 - $15,000 $15,001 - $50,000 $50,001 - $100,000 X $100,001 - $250,000 X $250,001 - $500,000 $500,001 - $1,000,000 Over $1,000,000*** $1,000,001 - $5,000,000 $5,000,001 - $25,000,000 $25,000,001 - $50,000,000 Over $50,000,000 BLOCK C Type and Amount of Income If "None" (or less than $201) is Checked, no other entry is needed in Block C for that item. This includes income received or accrued to the benefit of the individual. Type of Income None X X Dividends X Rent Interest Capital Gains Excepted Investment Fund Excepted Trust Qualified Blind Trust Other (Specify Type) X X Amount of Income $201 - $1,000 X $1,001 - $2,500 $2,501 - $5,000 $5,001 - $15,000 $15,001 - $50,000 $50,001 - $100,000 $100,001 - $1,000,000 Over $1,000,000*** $1,000,001 - $5,000,000 Over $5,000,000 Actual Amount Required if "Other" Specified Example X Example X X EXEMPTION TEST (see instructions before marking box). If you omitted any asset because it meets the three-part test for exemption described in the instructions, please check box to the right. *** This category applies only if the asset is/was held independently by the spouse or dependent child. If the asset is/was either held by the filer or jointly held, use the other categories of value, as appropriate. P. 04 AUG-10-2009 17:12

AUG-10-2009 17:12 P.02 SECRETARY OF THE SENATE 09 AUG 11 PM 2:27 Mr. Marco Rubio: July 1, 2009 The following Part(s) may require additional information on your disclosure report. Please refer to the items under each Part for the specific information that is being requested. COVER PAGE FOR NEW EMPLOYEE AND CANDIDATE REPORTS ( )Other: Please disclose the completed (signed & dated) Confidential Disclosure of Candidates Home Address form. PART IIIB. NON PUBLICLY TRADED ASSETS AND UNEARNED INCOME SOURCES ( )Type of income omitted (Block C): Marco Rubio P.A. and Rubio Consulting (Page 4, Items 1 & 2, respectively) ( )Category of amount of income omitted (Block C): Marco Rubio P.A. and Rubio Consulting (Page 4, Items 1 & 2, respectively) Please return your clarifications or additional information to the Secretary of the Senate, Office of Public Records, 232 Hart Senate Office Building, Washington, D.C. 20510. 00000432528 32

TOTAL P.04 PART IIIB. NON-PUBLICLY TRADED ASSETS AND UNEARNED INCOME SOURCES Reporting Individuals Name Marco Rubio BLOCK A Identity of Non-Publicly Traded Assets and Unearned Income Sources Report the name, address (city, state and description) of each interest held by you, your spouse, or your dependent child (See p.3, CONTENTS OF REPORTS Part B of Instructions) for the production of income or investment in a non-public trade or business which: (1) had a value exceeding $1,000 at the close of the reporting period; and/or (2) generated over $200 in "unearned" income during the reporting period. Include the above report for each underlying asset, which is not incidental to the trade or business. Publicly traded assets held by non-public entity may be listed on Part IIIA. BLOCK B Valuation of Assets At the close of reporting period. If None, or less than $1,001, Check the first column. BLOCK C Type and Amount of Income If "None (or less than $201)" is Checked, no other entry is needed in Block C for that item. This includes income received or accrued to the benefit of the individual. Type of Income Page Number 4 Amount of Income Actual Amount Required if "Other" Specified Example Example S. or J Example: DC, Wash DC JP Computer, Software Design, Undeveloped land, Dubuque, Iowa None (or less than $1,001) $1,001-$15,000 $15,001-$50,000 $50,001-$100,000 $100,001-$250,000 $250,001-$500,000 $500,001-$1,000,000 Over $1,000,000*** $1,000,001-$5,000,000 $5,000,001-$25,000,000 $25,000,001-$50,000,000 Over $50,000,000 None Dividends Rent Interest Capital Gains Excepted Investment Fund Excepted Trust Qualified Blind Trust Other (Specify Type) Example Example None (or less than $201) $201-$1,000 $1,001-$2,500 $2,501-$5,000 $5,001-$15,000 $15,001-$50,000 $50,001-$100,000 $100,001-$1,000,000 Over $1,000,000*** $1,000,001-$5,000,000 Over $5,000,000 1 Marco Rubio P.A. Miami, FL X X X X 2 Rubio Consulting Miami, FL X X X X 3 4 5 6 7 8 9 10 EXEMPTION TEST (see instructions before marking box): If you omitted any asset because it meets the three-part test for exemption described in the instructions, please check box to the right. This category applies only if the asset is/was held independently by the spouse or dependent child. If the asset is/was either held by the filer or jointly held, use the other categories of value, as appropriate.