Roberto Antonio Lange

HE Lange LLC — None

New York Life universal policy from 1992 — Int/Div

New York Life umversal policy from 1995 — Int/Div

First Bank & Trust account — Interest

Memill Lynch IRA brokerage account

American Century (ACITX) — Int/Div — Buy (add'l)

wo ACITX continued) — Buy (add'l)

o ACITX continued) — Sold (part)

wef ACITX continued) — Buy (add'l)

of ACITX continued) — Buy (add'l)

BlackRock Eq Div (MADVX) — Int/Div — Sold (part)

MADVX continued) — Sold (part)

eo MADVX continued) — Sold (part)

MADVX continued) — Buy (add'l)

MADVX continued) — Sold (part)

Cohen & Steers Realty (CSRSX) — Int/Div — Buy (add'l)

of CSRSX continued) — Sold (part)

eof CSRSX continued) — Buy (add'l)

eof CSRSX continued) — Buy (add'l)

CRSRX continued) — Buy (add'l)

Dreyfus Appreciation (DGAGX) — Int/Div — Buy (add'l)

eed DGAGX continued) — Sold (part)

we DGAGX continued) — Buy (add'l)

DGAGX contmued) — Buy (add'l)

Eagle Small Cap (HSI1X) — Sold

Harbor International (HAINX) — Sold

Lazard Emerging (LZEMX) — Int/Div — Buy (add'l)

wo LXEMX continued) — Buy (add'l)

ceo LXEMX continued) — Buy (add'l)

ceo LXEMX continued) — Buy (add'l)

wo LXEMX continued) — Sold (part)

First Eagle Gold (FEGIX) — Buy (add'l)

ceo FEGIX continued) — Sold

Mainstay Lg Cap (MLAIX) — Int/Div — Buy (add'l)

ceo MLAIX continued) — Buy (add'l)

MLAIX continued) — Buy (add'l)

o(MLAIX continued) — Buy (add'l)

eo MLAIX continued) — Sold (part)

MFS Bond (MRBIX) — Int/Div — Sold (part)

eo MRBIX continued) — Buy (add'l)

MRBIX continued) — Sold (part)

MRBIX continued) — Buy (add'l)

ceo MRBIX continued) — Buy (add'l)

Neuberger High Inc (NHILX) — Int/Div — Sold (part)

NHILX continued) — Buy (add'l)

NHILX continued) — Buy (add'l)

eo NHILX continued) — Buy (add'l)

Oppenheimer Rising Div Y (OYRDX) — Int/Div — Sold (part)

OYRDX continued) — Buy (add'l)

o(OYRDX continued) — Buy (add'l)

OYRDX continued) — Buy (add'l)

o(OYRDX continued) — Sold (part)

Principal Preferred SEC (PPSPX) — Int/Div — Sold (part)

PPSPX continued) — Buy (add'l)

wee PPSPX continued) — Sold (part)

eee PPSPX continued) — Buy (add'l)

ed PPSPX continued) — Buy (add'l)

TCW Total Return (TGLIMX) — Int/Div — Sold (part)

ceo TGLMX continued) — Buy (add'l)

ee TGLMX continued) — Sold (part)

TGLMX continued) — Buy (add'l)

MFS Emerging Markets (MEDIX) — Int/Div — Buy

MEDIX continued) — Buy (add'l)

Oakmark Intemat’l Fund (OAKIX) — Int/Div — Buy

OAK IX continued) — Sold (part)

ef OAKIX continued) — Sold (part)

ee OAKIX continued) — Buy (add'l)

o(OAKIX contimued) — Buy (add'l)

John Hancock VF Class (JCVIX) — Int/Div — Buy

weer JCVIX continued) — Buy (add'l)

wee JCVIX continued) — Buy (add'l)

wo JCVIX continued) — Buy (add'l)

eee JCVIX continued) — Sold (part)

Leg Mason ClearBridge Sm Cap (SBYPX) — Int/Div — Buy

we SBYPX continued) — Sold (part)

SBYPX continued) — Sold (part)

4 SBYPX continued) — Buy (add'l)

Dreyfus Emerging Mkts (DDBIX) — Int/Div — Buy

eee DDBIX continued) — Buy (add'l)

DDBIX continued) — Buy (add'l)

DDBIX continued) — Sold

Memill Lynch IRA lower risk acct (consolidated in 2013 with IRA)

Pimco Total Return (PT TAX)(Y) — Int/Div — Sold

Mermill Lynch tax free bond acct (reconstituted in 2013: see notes)

BlackRock Muni Enhanced (MEN) — Int/Div — Sold

Eaton Vance Natl Muni (EOT) — Int/Div — Sold

Invesco Van Kampen Muni {VKI) — Int/Div — Sold

Nuveen Ins Prem Inc 2 (NPX) (ka Nuveen Ins Tax Fr (NEA) — Int/Div — Sold

BlackRock Mum Qlty (MY) — Int/Div — Sold

BlackRock Muni Qual (MQY) — Int/Div — Sold

BlackRock Muni Inter Dur (MUI) — Int/Div — Sold

Oppenheimer Senior Class C (O0SCX) — Int/Div — Buy

Loomis Sayles Strategic (NECZX) — Int/Div — Buy

Memill Lynch checking account — Interest — Closed

Children's Current 529 Plans (Y absolutely no control: see footnote)

Scholar’s Choice 529-child (Y) Age: Based Option: Age 16-18 Class A — Int/Div

Scholar's Choice 529--child 2 (Y)Age- Based Option: Age 13-15 Class A — Int/Div

Scholar's Choice 529--child 3 (Y)Age Based Option: Age 10-12Cluss A — Int/Div

Member, Is Lange LLC

Line items 5 through 81 of Part VII are part of one Merrill Lynch account that is an Individual Retirement Account (“IRA”). That IRA account was opened in late

2009 and funded at the inception of 2010 with monies from liquidation of Judge Lange's 401(k) account from his previous employment with Davenport Evans

Hurwitz & Smith LLP ("DEHS").

Line items 82 and 83 of Part VII refer to part of the Merrill Lynch IRA account originating from the 401(k) from Judge Lange's previous employment with DEHS,

Between November 16, 2010, and September 9, 2013, Judge Lange placed certain IRA funds into a more conservative fund. After September 9, 2013, the IRA

funds originating from Judge Lange's prior employment with DEHS were reunited into a single Merrill Lynch IRA account covered by lines 5 through 77 of Part

VIL

Line items 84 through 91 of Part VII were part of a Merrill Lynch tax free bond portfolio that Judge Lange opened on July 25, 2011, with proceeds from the sale

in 2011 of his interest JIN Lincoln County, South Dakota. Line 94 was an account for the dividends generated by the tax free bond portfolio, With

that account losing value in 2013, Judge Lange in September of 2013 decided to liquidate the tax free bond account, pay off IN direct the

remaining monics into the two investments listed in lines 92 and 93, and to close the account that is listed in line 94.

The investment listed in line 88 was known as Nuveen Ins. Prem. Inc. 2 (NPX) at the start of 2013, apparently was acquired by a sister entity Nuveen Ins. Tax Fr,

Advatg. (NEA), and was sold in full out of Judge Lange's investment portfolio by Merrill Lynch in 2013 as disclosed,

Line items 95 through 98 of Part VII disclose the 529 college savings plans in existence since 2004 for the benefit of Judge Lange's JIN - Judge Lange

originally opened these at Merrill Lynch, but they later were moved to Scholar's Choice without Judge Lange's involvement. The custodian on the account and

the account owner is not Judge Lange, but the:

. Disclosure of the 529 Plans was overlooked prior to the disclosure for 2011. The original

529 Plans were replaced through transactions on April 9 and 13, 2012, establishing new 529 Plans with the same funds, Judge Lange has no investment control

over his children’s 529 Plans at all, He is neither the custodian nor account owner. It appears that disclosure of these does not even need to be made. It is hoped

that the additional disclosure as to the full name of the current 529 Pluns and the additional information contained in this note responds appropriately to the inquiry

seeking disclosure of each transaction that occurred m these accounts from the committee dated August 6, 2014

In the Financial Disclosure Report for 2012, in line 51 of Part VII of that 2012 report, Judge Lange disclosed that an investment in Nuveen Ins. Div. Adv. Muni

(NVG) was "sold (part)” on May 10, 2012. Merrill Lynch actually sold in full that investment out of Judge Lange's investment portfolio on May 10, 2012. Thus

no disclosure is made in this 2013 report for that investment because Judge Lange did not hold that investment at any time in 2013