Hannah L. Blumenstiel

First Republic Bank - Checking Account — Interest

First Republic Bank - Savings Account — Interest

Fidelity Money Market Trust Retirement Govt Portfolio — Int/Div

Dreyfus Growth & Income — Int/Div

Artisan International Investor Class — None

Fidelity Real Estate Investment — Int/Div

Fidelity Strategic Income — None

Fidelity Growth & Income — Int/Div

TCW Core Fix Ed Inc Class — None

Wasatch Core Growth — None

Liability — Mohela - Department of Education — Student Loan

Reimbursement — TF le Tre. To TT — - Continuing Education (Speaker/Faculty)

Reimbursement — National Conference of Bankruptcy Judges — 100/15-192014 — Chicago, IL — Bankruptcy Conference Continuing Education — Hotel and mirtare

Reimbursement — Institute — - Continuing Education (Speaker/Faculty)

Reimbursement — Institute — - Continuing Education (Speuker/Faculty)

Additional Information Responsive to Part VII Investments and Trusts

18. Description of Assets Income During Reporting Period Gross Value at End of Reporting Period Transactions During Reporting Period

Amount Code Type Value Code Value Method Type Date Value Code Gain Code Identify of Buyer/Seller (if private transaction)

Fidelity Strategic Income

None KT Buy 05/09/2013 K