Stefan R. Underhill

Fidelity Contrafund (IRA) — Int/Div — Sold (part)

Fidelity Balanced (IRA) — Int/Div — Sold (part)

Artisan International Fund — istnibution

Legg Mason Value Trust — None

Vanguard Star Fund — Int/Div — Sold (part)

Massachusetts Mutual Life Ins, Co. enh whole life policy — None

Guardian Life Ins. Co. whole life policy — None

Conn. General Life Ins. Co. universal life policy — None

Northwestern Mutual whole life and 65 life policies — None

Connecticut Teachers’ Retirement Board (vested pension) — None

People’s United Bank accounts — Interest

AXA Equitable whole life policy — None

Trustee, Insurance Trust

Trustee, Trust 44

Visiting Lecturer, Yale University Law School

Visiting Lecturer, University of Virginia School of Law

Liability — Northwestern Umiversity — Educational Loans

Liability — Citibank — Educational Loans

Liability — Northwestern Mutual Life Insurance Co. — Loun against cash value of hie msurance

Liability — U.S. Department of Education — Educational Loans

Liability — Sale Mae — Educational Loans

Reimbursement — Katherine Penberthy — September 27 - 30, 2012 — Washington, DC — Perform wedding — Hotel

Income — 2012 — Yale University School of Law - teaching — S15.000.00

Income — 2012 — Umiversity of Virgima School of Law - teaching — S1O.000.00

Spouse's income — 2012 — Bridgeport Public Schools - Salary

Spouse's income — 2012 — Self-emploved tutor

Part VII:

= Assets listed in Part VII include assets held by

trusts identified in Part |

- Lines 1 and 2 of Part VII of my 2011 report should have reflected partial sales of J value on November 28, 201 1; those sales were effectively cancelled by

rollover contributions of identical amonts on January 17, 2012.

- The cash values of the life insurance policies listed on lines 6, 7 and 8 of Section VII do not reflect the impact of the loans taken agamst those policies, which are

held mn trust,

= The cash values of the life insurance policies listed on line 9 of Section VII do not reflect the impact of the loans reported on line 3 of Section VI.