Larry J. McKinney

Schwab IRA #1 (Y)

State Farm Life Insurance Policy #1 - Cash Value — Interest

State Farm Life Insurance Policy #2 - Cash Value — Interest

St. Joseph County, IN Farm - mmm — Rent

Huntington TOD Account £1 (H) — Int/Div

Huntngton Money Market (HFIXX) — Int/Div

Van Kampen Unit Trs Unit 1269 Closed End Strat Fund — Int/Div

Build Amer Bds Income Tr Unit [] — Int/Div

Invesco Umit Trs Unit 1305 ETF [ — Int/Div

Schwab IRA #2 (Y)

Schwab Joint Account (H)

PIMCO Total Return fund (PTTDX) — Int/Div

Schwab Muni Money Fd (SWXXX) — Int/Div

Salin Bank Premier Interest Checking — Interest

Staten Island. New York - Condominium — None

Sovereign Bank Account — Interest

Ameritas Life Ins Policy - Cash Value — Interest — Redeemed

Huntington Hartford Retirement Account #1 (Hy — Interest

Hud Index HLS

Port Diversifier HLS

Huntington Hartford Retirement Account 42 (Hy — Interest

Hud Index HLS

Hid Port Diversifier HLS

Franklin College Defined Contribution Retirement Plan (H) — Int/Div

CREF pm

T-C Lifecycl 2010-Remt

Agreement — 19781987 — Indiana Judicial Retirement System - No control

Liability — Chase Bank — Mortgage - Staten Island, New York - Condominium

Income — 2014 — Induna Judicil Retirement System - Pension — S35.000.00

1.) Part Il - Indiana state pension for eight and a half years on the state bench from January 1975 to July 1987.

2.) Part 111 « Indiana state pension amount,

3.) Part VIL, line | = This IRA was closed in March 2013; the assets were tranferred to Huntington Hartford Retirement Account #1 listed at lines 28 through 30,

4.) Part VII, lines 3 and 4 - (Part VII, Lines 17 and 18 on the 2013 Report) Insurance policies that I own on each of my two grandchildren. The premiums have

been prepaid for both. The value indicated is the cash value.

5.) Part VIL, line 6 - The most appropriate code for farm income is rent. This income represents shared income after expenses with the farmer.

6.) Part VIL line 4 - This IRA was rolled over in March 2013 and the assets transferred to Huntington Hartford Retirement Account #2, listed at lines 32 through

34,

7.) Part VII, line 26 - (Part VII, Line 58 on the 2013 Report) Life insurance policy that my wife owned on me that was redeemed on July 28, 2014. Amount

indicated is the cash value.

8.) Part VII, lines 28 through 30 - As previously disclosed in number 3.) above, this account received assets from the closed Schwab IRA reported at line 1. The

income during the reporting period is most accurately reported for the entire account,

9.) Part VII, lines 32 through 34 - As previously disclosed in number 6.) above, this account received funds rolled over from the IRA reported at Part VII, Tine 4.

The income during the reporting period is most accurately reported for the entire account,

10.) Part VIL, lines 36 through 38 - MEN employer's pension/retirement plan account. The total gain for the two funds, the CREF Annuity and the T-C

Lifecycle 2010-Rtmt, is reported to most accurately reflect the change in value of this pension/retirement plan.