Scott T. Varholak

40k #1 (H)

Ent Federal Credit Union (savings account) — Int/Div — Exempt

Collegelnvest Aggressive Growth Portfolio {account #1) — None

Collegelnvest Aggressive Growth Portfolio {account #2) — None

Muainstay ICSP Equity Fund (ICAEX) — None

Vanguard Total Stock MKT IDX Snal Fund IVTSAX) — None

Artisan Mid Cap Inst! Fund (APHMX) — None

Causeway International Value Fund (CIVIX) — None

DFA INTL Small Company Fund (DFISX) — None

d01k 22 (H)

Vanguard Target Retirement 2035 Inv Fund — None

Vanguard Institutional Index — None

Longleaf Partners Small-Cap — None

ING SmallCap Opportunities — None

Agreement — 2008 — Lindquist + Vennum, LLP (self-directed 401k with former employer)

Liability — Ent Federal Credit Union — personal loan

Spouse's income — 2016 — self-employed (attomey)

Spouse's income — 2015 — sclf-ecmploved (attomey)

Part 1, Ime 1: Reportable assets from Trust #1 are included in Part VIL

Part 11, line 1: Account terminated 11/21/16.

Part VIL, lines 2, 3, 6-10, and 12-15, Columns B( 1) and B(2): These investment accounts do not credit income to individual account holders or assets, but report

only a unit value. As a result, no mcome 1s reported for these assets, per the final paragraph of page 40 of the filing mstructions.