Stefan R. Underhill

Fidelity Contrafund (IRA) — Int/Div

Fidelity Balanced (IRA) — Int/Div

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 — None

AXA Equitable whole life policy — None

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

Vanguard Prime Money Market Fund (X) — Sold (part)

Vanguard Prime Money Market Fund (X) — Sold (part)

Trustee, Family Insurance Trust

Visiting Lecturer, Yale University Law School

Visiting Lecturer, University of Virginia School of Law

Liability — Northwestern Umiversity — Educational Loans

Liability — Nawviance — Educational Loans

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

Liability — Fed Loan — Educational Loans

Liability — Great Lakes — Educational Loans

Income — 2016 — Yale University School of Law - teaching — S15.000.00

Income — 2016 — Umiversity of Virgima School of Law - teaching — S1O.000.00

Spouse's income — 2016 — Bridgeport Public Schools - Salary

Spouse's income — 2016 — Self-emploved tutor

Part VII:

= Assets listed in Part VII include assets held by family trust identified in Part |

- The cash values of the life insurance policies listed on lines 3, 4, and 5 of Section VII do not reflect the impact of the loans taken against those policies, which are

held m trust.

- The cash values of the life insurance policies listed on line 6 of Section VII do not reflect the impact of the louns reported on line 3 of Section VI.

= The list of student loan creditors in Section V1 has changed since my last report due to transfers of servicing and name changes of servicing entities.