Scott W. Dales

Comcast Corp Class A Common — Int/Div

AT&T — Int/Div

Vodafone Group PLC — Int/Div

Verizon Communications Common Stock — Int/Div

CenturyLink, Inc. Common (fka Qwest Communications Int'l) — None

Frontier Communications Corp. — None

Trustco Bank Corp. NY Common (UTMA) — Int/Div

Met Life Policy Holders Trust — Int/Div

Kalamazoo Community Foundation 401(k) and 403(b) LJDD) — Int/Div

TIAAZCREF 403(b) Retirement Fund (JDD) — Int/Div

Amencan Funds 529A Accounts (H) — Int/Div

American Funds Fundamental Invs

American Funds Gr Fnd Of Amer

Capital World Growth & Income (American Funds)

The Income Fund Of America (American Funds)

American Mutual Fund (American Funds)

Capital Income Builder (American Funds)

Principal Financial Group Variable Universal Life (SWD) (H) — Int/Div

Bond & Mortgage Securities (Principal Funds)

Diversified International (Principal Funds)

Dreyfus VIP Opportunistic Small Cap {Drevfus)

Equity Income Account (Principal Funds)

Fidelity VIP Equity-Income (Fidelity Funds)

Invesco Core Equity {Invesco Investment Services, Inc.)

Largecup Blend 11 (Principal Funds)

Largecap Growth (Principal Funds)

Midcap (Principal Funds)

Principal Financial Group Variable Universal Life JDD)Y (H) — Int/Div

Bond & Mortgage Securities (Principal Funds)

Diversified International (Principal Funds)

Dreyfus VIP Opportunistic Small Cap (Dreyfus)

Equity Income Account (Principal Funds)

Fidelity VIP Equity-Income (Fidelity Funds)

Invesco Core Equity {Invesco Investment Services. Inc.)

Largecap Blend 11 (Principal Funds)

Largecap Growth (Principal Funds)

Midcap (Principal Funds)

Lake Michigan Federal Credit Union (Deposit Accounts) — Int/Div

PNC Bank (Deposit Accounts) — Int/Div

Secretary, Chief Lake Property Owners Assn

Reimbursement — American Bankruptcy Institute (ABI) — Nov. 10-11, 2014 — Troy, MI — Panelist at legal education seminar — Mileage and lodging for might

Reimbursement — Federal Bar Assn (Western Michigan Bankr. Section) — July 31 - Aug.2, 2014 — Harbor Springs, MI — Panelist at Bar Assn Mtg, legal seminar — Mileage and lodging for 2 nights

Reimbursement — Bankruptcy Judges — A NTE Nt hn ra TRY — meeting for pdges association — ETN TT I ORITIR, Lf Mm aR Ty af TR er Ny THR ss A

Reimbursement — Bankruptcy Judges — Ldn ex Regegy — meeting for judges' association — EE ERI Hy THERE « ot’ Er TI Gf tn” Rg akg To mre nt ES

Spouse's income — 2014 — Kalamazoo Community Foundation (Wages)

Part VII, lines 1-6: The stock interests in the "Baby Bells" and their successors are the product of a gift

These "Baby Bell” assets on Lines 1-7 are disclosed though generally below the reporting threshhold.

Part VII, line 9: the Kalamazoo Community Foundation retirement plan reported "gains" which I assume take the form of reinvested tax-deferred dividends or

other return on imvestment. This is [00 retirement account.

Part VIL, line 10: the TIAA-CREF reported “gains™ which | assume take the form of reinvested tax-deferred dividends or other return on investment. This is |

[0 retirement account.