Neil W. Bason

Rental property, Oakland. CA (see Part vin — Rent

First Republic Bank - Accounts (see Part VII — Interest — Sold (part) — sec Part VII)

Northwestern Mutual - whole life policies (see Part VIII — Int/Div

IRA #1 (see Part VIII — Int/Div

Amencan Century Investments Livestrong 2038

IRA #2 (see Part VIII) — Int/Div

Schwab Market Track Growth Investor

Duane Moms LLP 301(k) (see Part VIII) — Int/Div

Dodge & Cox Balanced

TIAAZCREF (see Part VIIH(Y)

Univ. of California retirement (see Part VIII) na

Education Co-Chair, for 2012 annual meeting, California Bankruptcy Forum

Liability — CitiMortgage — Mortgage on rental property, Oakland, CA (Pr VII, line 1) (see Part VIII)

Liability — Chase — Linc of credit on rental property, Oakland, CA (Pt. VII, line 1) (sce Part vin

Liability — US Bank — Credit Card (see Part VII)

Part 111-A - This income was earned before | was sworn m (on 10/24/11).

Part 111-B - Per instructions, my former spouse's income is not included because during the reporting period we were living separate and apart with the intention of

terminating the marriage (we were divorced effective 12/31/11),

Part VI - Liabilities reflect allocations us of 12/31/12 in connection with divorce,

Part VIL, line 1 - Value of reatal property in Oakland, CA is based on an appraisal as of 9/28/11. Property was primary residence until August, 2011.

Part VIL, lines 1-11 - In connection with the divorce, effective 12/31/11, my former spouse received a portion of the bank accounts listed in line 2 and all of

the retirment accounts listed in lines 10 and 11. The retirement accounts listed in lines 4-9 were not allocated between us until 2012 (at which time they were

allocated to me in exchange for allocation of a portion of my federal retirement accounts to my former spouse). My federal retirement accounts are not listed, in

gecordance with the instructions,