Scott Milne Matheson jr

U.S. Savings Bonds (face value) — None

Johnson & Johnson Common — Int/Div

University Federal Credit Union - Money Fund and Checking — Interest

IRA - at Merrill Lynch — Int/Div — Sold — to TSP retirement

Invesco American Franchise (formerly Invesco Constellation)

Eaton Vance Short Term Strategic Income {formerly Eaton VanceStrateg. )

Blackrock Capital Appreciation

Blackrock Basic Value

Pumam Equity Income

AllianceBemstein Growth and Income

IRA - University Federal Credit Union — Interest — Sold — to TSP retirement

Umah State Retirement 401(k) « Income Fund — None — Sold — to TSP retirement

TIAACREF Deferred Retirement Plans

CREF Stock Fund — None

CREF Bond Market Fund — None

CREF Global Equities Fund — None

CREF Social Choice Fund — None

AXA Equitable Flex. Prem. Variable Life Ins. Incentive Life #1

EQ Common Stock Index Fund — None

AXA Equitable Flex. Prem. Variable Life Ins. Incentive Life #2

EQ Common Stock Index fund — None

TIAA-CREF Savings and Investment Plan TIAA Traditional — Distribution

TIAA-CREF Annuity (2 contracts) - TIAA Traditional — Distribution

Professor/Lecturer (arrangements pending - see Part VII), University of Utah 8.J. Quinney College of Law

Reimbursement — Umiversity of Colorado- Boulder School of Law — Feb. 23-24, 2015 — Boulder, Colorado — Judge moot court finals — transportation, lodging, food

Part 1. - The University of Utah S.J. Quinney College of Law has asked me to teach as schedules permit. Although | have held off on teaching since joining the

bench, I have continued to list this item in Part |. because because | may do so at some point.

Part VII - All assets are the same as those listed on previously-approved reports, with expanded information on some per new direction from the Administrative

Office.

Part VII - Lines 4-10 - The assets in this IRA listed on lines 5 to 10 were sold on 2/18/15 and the resulting funds were direct-transferved into my federal TSP

retirement plan.

Part VII - Line 11 - The funds in this IRA were direct-transferred into my spouse's federal TSP retirement plan.

Part VII - Line 12 - The funds in this 401(k) were direct-transferred into my federal TSP retirement plan.

Part VII, Line 14 - This asset is in the University of Utah Defined Contribution Retirement Plan, University of Utah Tax-Deferred Retirement Plan, and the

Harvard University Tax-Deferred Annuity Plan.

Part VII, Lines 15-17 - These assets are in the University of Utah Deferred Compensation Plan.

Part VIL. - My spouse's parents both died in August 2011. As a survivor beneficiary, my spouse received a portion of her father’s retirement account with TIAA-

CREF, which is called a Savings and Investment Plan and is listed on line 22. She also received a portion of his TIAA-CREF amity (two contracts), which is

listed on line 23. The gross value for the annuity in VILC (1) is based on a commuted value calculated by TIAA-CREF.