Stefan R. Underhill

Fidelity Contrafund (IRA) — Int/Div

Fidelity Balanced (IRA) — Int/Div

Vanguard Star Fund — Int/Div — Sold (part)

Vanguard Star Fund — Sold

Massachusetts Mutual Life Ins. Co. enh whole life policy — None

Guardian Life Ins. Co. whole life policy — None

Conn. General Life Ins. Co. universal life policy — None

Northwestern Mutual whole life and 65 life policies — None

Connecticut Teachers’ Retirement Board (vested pension) — None

People’s United Bank accounts — Interest

AXA Equitable whole life policy — None

Vanguard Prime Money Market Fund (X) — Int/Div

Trustee, I Insurance Trust

Visiting Lecturer, Yale University Law School

Visiting Lecturer, University of Virginia School of Law

Liability — Northwestern Umiversity — Educational Loans

Liability — Citibank — Educational Loans

Liability — Northwestern Mutual Life Insurance Co. — Loun against cash value of hie msurance

Liability — U.S. Department of Education — Educational Loans

Liability — Sale Mae — Educational Loans

Income — 2013 — Yale University School of Law - teaching — S15.000.00

Income — 2013 — Umiversity of Virgima School of Law - teaching — S1O.000.00

Spouse's income — 2013 — Bridgeport Public Schools - Salary

Spouse's income — 2013 — Self-emploved tutor

Part VII:

- Assets listed in Part VII include assets held by JI trust identified in Part I.

- The cash values of the life insurance policies listed on lines 5, 6 and 7 of Section VII do not reflect the impact of the loans taken against those policies, which are

held wm trust.

- The cash values of the life insurance policies listed on line 8 of Section VII do not reflect the impact of the louns reported on line 3 of Section VI.

= The trust listed on line 2 of Part | of my 2012 report distributed the last of its assets on September 19, 2013.

= My 2012 report should have shown that the Artisan Intemational Fund account listed on line 3 of Part VII of that report was sold in a J-value transaction on July

6, 2012. This statement amends that report,

- My 2012 report should have shown that the Legg Mason Value Trust account listed on line 4 of Part VII of that report was sold in a J-value transaction on Jluy 6,

2012. This statement amends that report.