James W. Boyd

Union Street Partners, LLC — Int/Div — Exempt

Assignment of mterest in Umon Street Parters LLC 1 former parmer — Int/Div — Exempt

Umion Street Investments. LLC — Int/Div — Exempt

Kuhn, Darling, Boyd & Quandts, PLC — None — Exempt

Cash Surrender Value Lite Insurance Midwestern United Life Insurance C — None — Exempt

Fifth Third Bank Checking Account — Int/Div — Exempt

Fifth Third Relationship Money Market Account — Int/Div — Exempt

Members Credit Umon Checking Account — None — Exempt

Members Credit Union Share Account — None — Exempt

Vanguard 500 Index Fund Admiral Shares — Int/Div — Exempt

Vanguard Prime Money Market Fund — Int/Div — Exempt

Vanguard Total Stock marekt Index Fund Admiral Shares — Int/Div — Exempt

Powershares QQ Trust Series — Int/Div — Exempt

Firsthand Technology Value Fund Inc — None — Exempt

Vanguard Target Retirement Fund 2015. IRA — Int/Div — Exempt

Vanguard Prime Money Market Fund-SEP IRA — Int/Div — Exempt

Vanguard Prime Money Market Fund-IRA — Int/Div — Exempt

Vanguard Life Strategy Income Fund-401k — Int/Div — Exempt

Fidelity Treasury Only Money Market Fund-401K — None — Exempt

State of MI Stable Value Fund-401k — Int/Div — Exempt

State of MI Pimeo Total Return Fund-401k — Int/Div — Exempt

State of MI Dodge and Cox Stock Fund-401k — Int/Div — Exempt

State of MI SSGA Emerging Markets Fund-401k — Int/Div — Exempt

Vanguard Emerging Market Index-401k — Int/Div — Exempt

State of MI Stable Value Fund-457 — Int/Div — Exempt

State of MI Dodge and Cox Stock Fund-457 — Int/Div — Exempt

State of MI SSGA Emerging Market Fund-457 — Int/Div — Exempt

Vanguard Emerging Market Fund-457 — Int/Div — Exempt

Membership mterest (1/7), Kuhn, Darling, Boyd, and Quandt PLC (termmated prior to 5/30/14)

Membership terest (1/4), Limon Street Partners, LLC (terminated prior to 5/3014)

Membership inerest (1/3), Union Street Investments, LLC

Agreement — 2014 — Kuhn, Darling, Boyd, and Quandt, PLC 401K Plan with former law firm, no control

Agreement — 2014 — Kuhn, Darling, Boyd, and Quandt, PLC. Finalization of pre-May 30, 2014 income and expenses, capital account, ete projected by 8/31/14

Liability — First Community Bank — Limited guaranty regarding Union Street Partmers, LLC

Liability — First Community Bank — Limited guaranty regarding Union Street Investments, LLC

Income — 2013 — Kuhn, Darling, Boyd and Quandt, PLC (law firm & bankruptcy trustee income) — $1.174.621.00

Income — 2014 — Kuhn, Darling, Boyd and Quandt, PLC (law firm and bankruptcy trustee income) — SE48.060.00

Income — 2012 — Kuhn, Darling, Boyd, and Quandt, PLC (law firm and bankrupicy trustee income) — $245,625.00

Spouse's income — 2013 — State of Michigan, W2 wages

Spouse's income — 2014 — State of Michigan, W2 wages

Spouse's income — 2012 — State of Michigan, W2 wages

Hl{a)2): Income shown through May 2014 estimated based upon law firm/trustee gross income and expenses through May 2014 and subject to final reconcilation

of figures,

VIl(a)(3): Real property assessed at $149,700 x 2 = fair market value. Entity owns real property. Filer is 1/3 owner of entity. Value reflects 1/3 net equity in

ph

pr

VIH{a)23 & 27: First quarter 2014 SSGA Emerging Markets sold and Vanguard Emerging Market Fund (VIIa) 24 and 28) purchased.