Mary Ann Whipple

Huntington National Bank(IRA CDs) (Accounts) — Interest — Note in Part VII

Memill Lynch Ready Assets Trust — Int/Div

Blackrock Mid Cap Growth Equity Portfolio Class A — Int/Div

AllianceBemnstein International Growth Fund Class A — Int/Div

Nuveen Insured Municipal Opportunity Fund — Int/Div

Blackrock Balanced Capital Fund Class A — Int/Div

MFS Municipal Income Fund A — Int/Div

MFS Global Total Retum Fund A — Int/Div

MamStay Large Cap Growth Fund Inv Class — Int/Div

MainStay Common Stock Fund Inv, Class — Int/Div

MainStay ICAP Select EQ Fund Inv. Class — Int/Div

MainStay Growth Equity Fund Inv, Class (IRA) — None

Investment Company of America-A Fund Number 4 — Int/Div

Franklin Equity Income Fund-Class A — Int/Div

UBS Pace Large Company Value Equity Fund Class C — Int/Div

UBS U.S. Equity Opportunity Fund Class ( — Int/Div

UBS Pace International Fixed Income Fund Class C — Int/Div — Note in Part VII

UBS US. Allocation Fund Class — None

UBS Cash Fund — Int/Div

Columbus Life Ins. Co. Annuity — Interest

Vanguard Windsor Il Fund (UGMA #2) — Int/Div

Washington Federal Seattle Wash. (CD UGMA #41) — Interest

Washington Federal Seattle Wash (CD UGMA #2) — Interest

US. Savings Bonds — None

STRS (Ohio) Money Market Account (Ohio public pension) — Int/Div

STRS (Ohio) Russell 1000 Index Fund {Ohio public pension) — Int/Div

PNC Bank (account NCD) (formerly National City Bank) — Interest — Note m Part VII

United Services Federal Credit Union (account) — Interest

FirstMent Bank(account) — Interest

Northwestern Mutual Extra Ordinary Life Policy — Int/Div

Northwestern Mutual 65 Life Policy — Int/Div

New York Life Whole Life Policy — Int/Div

Washington Federal Seattle Wash (money market account CD) — Interest

The Trust Company of Toledo, N.A (IRA Rollover) — Int/Div

Vanguard Institutional Index Fund (IRA)

Buffalo Small Cap Fund (IRA)

MFS Intl New Discovery-1 Fund (IRA)

Vanguard Short Term Federal Bond Fund (IRA)

Northern Institutional Prime Obligations Portfolio (IRA)

Vanguard Intermediate Term Bond Index (IRA)

Harbor International Fund (IRA)

Harbor Bond Fund (IRA)

Fidelity Contrafund (IRA)

Stratton Small- Cap Value Fund (IRA)

Jensen Quality Growth Fund Inv Class (IRA)

Vanguard Dividend Growth-1 (IRA)

Invesco Int'l Growth (IRA)

Trus! — Note im Part VII

Massachusetts Mutual Permanent Life Policy (X) — Int/Div

Northwestern Mutual Whole Life Policy (xX) — Int/Div

Columbus Life Insurance Policy (whole life) (X) — Int/Div

Custodian, Uniform Gift to Minors Act

Custodian, Uniform Gift to Minors Act

Successor Trustee, Trust

Successor Trustee, Trust +

Part Time Faculty Member, University of Toledo College of Law

Executive Committee Member, Mormison R. Waite Chapter, American Inns of Court

Executive Board Member, Umiversity of Michigan Club of Greater Toledo

Agreement — 1991 — State Teachers Retirement System (Ohio); mterest in public pension plan

Reimbursement — American Bankruptcy Institute (ABI) — oT 1206/10/12 — Traverse City, M1 — Workshop speaker — workshop registration 1e¢ and matenals

Reimbursement — National Conference of Bankruptey Judges — 10/24/12 to 1OV27/12 — Sun Diego, CA — Attend Annual Meeting and Conference — conference registration fee and matenals

Reimbursement — American Bankruptcy Institute (AB) — 1712/12 — Detroat, M1 — Conference Speaker — conference registration fee and matenais

Income — 2012 — University of Toledo-compensation for teaching fall semester See Note in Part VIII — $4500.00

Part | Notes: As a result of estate planning changes by family members in 2012, the four trusts previously reported in Part | have changed. | previously reported

two life insurance trusts, one unfunded and one with only term policies in it. Those trusts have terminated. There is now one life insurance trust for a family

member of which 1 am the trustee, The three whole life insurance policies assigned to Trust

are reported in Part VII [Lines 49-51]. The two unfunded trusts

for family members of which I was the trustee previously reported are no longer in existence duc to estate planning changes in 2012. Tam the designated

successor trustee for new Trust and Trust

However, the trustee for cach of Trust and Trust was still living at December 31, 2012, so no assets are

being reported in Part VIL

reached the age of majority under the Ohio UGMA statute in 2011, However, the Washington Federal (Seattle Wash) CD reported at Part VII [Line

22] was still maintained in my name as custodian at December 31, 2012,

Chief Judge Alice Batchelder of the United States Court of Appeals for the Sixth Circuit authorized the teaching position at the University of Toledo College of

Law on an AO Form 304 dated July 3, 2012.

Part VII Notes: The Huntington National Bank IRA reported at Part VII [Line 1] is invested in a Huntington National Bank CD,

The UBS International Fixed Income Fund Class C reported at Part VII [Line 17] was previously reported as and changed its name from the UBS Global Fixed

Income Fund Class C on November 19, 2010.

The PNC Bank CD and account reported at Part VII [Line 27] was previously reported as a National City Bank CD and account. PNC Bank acquired National

City Bank effective December 31, 2008, and converted National City Bank accounts to PNC Bank accounts in northern Ohio effective April 12, 2010.