Scott W. Dales

Comcast Corp Class A Common — Int/Div

AT&T — Int/Div

Alcatel Lucent Common — None

Vodafone Group PLC — Int/Div

Verizon Communications Common Stock — Int/Div

CenturyLink, Inc. Common (fka Qwest Communications Int'l — None

Frontier Communications Corp. — None

Trustco Bank Corp. NY Common (UTMA) — Int/Div

Met Life Policy Holders Trust — Int/Div

Kalamazoo Community Foundation 401(k) and 403(b) JDD) — Int/Div

TIAA-CREF 403(b) Retirement Fund (JDD) — Int/Div

American Funds 529A Accounts — Int/Div

Principal Financial Group Variable Universal Life (SWD) — Int/Div — Sold (part)

Principal Financial Group Variable Universal Life JUDD) — Int/Div — Sold (part)

Lake Michigan Federal Credit Union {Deposit Accounts) — Ine

PNC Bank (Deposit Accounts) — Int/Div

Reimbursement — Education (University of Michigan)

Reimbursement — American Bankruptcy Institute (ABI) — Nov. 11-12, 2012 — Detroit, Ml — Panelist at legal education seminar — Lodging, meals, Mileage for 1 might nip

Spouse's income — 2012 — Kalamazoo Community Foundation (Wages)

Part VII, Imes 1-7: The stock interests m the "Baby Bells" and their successors are the product of a gift

These "Baby Bell” assets on Lines 1-7 are disclosed though below the reporting threshhold.

Part VII, line 10: the Kalamazoo Community Foundation retirement plan reported "gains™ which 1 assume take the form of reinvested tax-deferred dividends or

other return on investment. This

retirement account.

Part VIL, line 11: the TIAA-CREF reported “gains” which | assume take the form of reinvested tax-deferred dividends or other return on investment. This is my

retirement account.

Part VIL, line 12: Regarding the American Funds 529 (college savings),

made regular monthly deposits during the reporting period. We have

invested our

529 Accounts with American Funds m the following mutual funds: AMERICAN FUNDS FUNDAMENTL INVS 529A; AMERICAN

FUNDS GR FND OF AMER 529A; CAPITAL WORLD GROWTH AND INCOME-529A; THE INCOME FUND OF AMERICA-529A

Part VII, lines 13-14: The investment component of these Principal Financial Services policies are invested in the following subaccounts or funds: BOND

& MORTGAGE SECURITIES PVC 1: DIVERSIFIED INTERNATIONAL PVC I; DRY VAR INV OPP SM CAP PORT -SRVC SH: EQUITY INCOME

ACCOUNT LI: INVESCO V.L CORE EQUITY FD-SERIES 11; LARGECAP BLEND 11 PVC 1; LARGECAP GROWTH 1 PVC 1; MIDCAP BLEND PVC

15 VIP EQUITY INC PORTFOLIO-SERVICE. My contact at Principal Financial Services estimated the gain on the Variable Universal Life Policies, given

that a portion of this product is insurance and a portion, investment. In addition, in late June, 2012,

effected a partial withdrawal to fund a

downpayment on a motor vehicle,