Scott W. Dales

Comcast Corp Class A Common — Int/Div

AT&T — Int/Div

Alcatel Lucent Common — None — Sold

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

Amencan Funds 529A Accounts (H) — Int/Div

American Funds Fundamental Invs

American Funds Gr Fnd Of Amer

Capital World Growth & Income (American Funds)

The Income Fund Of America (American Funds)

American Mutual Fund (American Funds)

Capital Income Builder (American Funds)

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

Bond & Mortgage Securities (Principal Funds)

Diversified International (Principal Funds)

Dreyfus VIP Opportumistic Small Cap {Drevius)

Equity Income Account (Principal Funds)

Fidelity VIP Equity-Income (Fidelity Funds)

Invesco Core Equity (Invesco Investment Services, Inc.)

Largecap Blend I1 {Principal Funds)

Largecap Growth (Principal Funds)

Midcap (Principal Funds)

Principal Financial Group Variable Universal Life JDD)Y (H) — Int/Div

Bond & Mortgage Securities (Principal Funds)

Diversified International (Principal Funds)

Dreyfus VIP Opportumstic Small Cap (Drevfus)

Equity Income Account (Principal Funds)

Fidelity VIP Equity-Income (Fidelity Funds)

Invesco Core Equity {Invesco Investment Services, Inc.)

Largecap Blend I1 (Principal Funds)

Largecap Growth (Principal Funds)

Midcap (Principal Funds)

Lake Michigan Federal Credit Union {Deposit Accounts) — Int/Div

PNC Bank (Deposit Accounts) — hy

PNC Incentive Savings Plan X — istnbution — Closed

Secretary, Chief Lake Property Owners Assn

Reimbursement — National Conference of Bankruptcy Judges — April 8-9, 2013 — Scottsdales, AZ — Panelist at legal education seminar — Lodging, meals, transit for 2 night trip

Reimbursement — American Bankruptcy Institute (ABI) — Nov. 11,2013 — Detroat, MI — Panelist ar legal education seminar — Mileage for day trip

Spouse's income — 2013 — Kalamazoo Community Foundation (Wages)

Part VII, lines 1-7: The stock interests in 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 is.

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

retirement account

Part VIL, line 41: | terminated my participating in the PNC Investment Savings Plan (the successor tp National City Bank's comparable plan I assume) promptly

upon my appointment in 2007. Nevertheless, on or about Oct. 31, 2013 | received a check in the amount of $99.30 evidently representing a settlement of claims

asserted (without my involvement) on behalf of persons holding interests in the PNC Investment Savings Plan during the time when | was employed by PNC's

predecessor in interest, National City Bank. | rolled over this check to my Thrfit Savings Plan.