Scott Milne Matheson jr

U.S. Savings Bonds (face value) — Interest — Sold

Johnson & Johnson Common — Int/Div

University Federal Credit Union - Money Fund and Checking — Interest

TIAA-CREF Deferred Retirement Plans

CREF Stock R3 Fund — None

CREF Bond Market Fund — None

CREF Global Equities Fund — None

CREF Social Choice Fund — None

AXA Equitable Flex. Prem. Variable Life Ins. Incentive Life #1

EQ Common Stock Index Fund — None

AXA Equitable Flex. Prem. Variable Life Ins, Incentive Life #2

EQ Common Stock Index fund — None

TIAA-CREF Savings and Investment Plan TIAA Traditional — Distribution

TIAA-CREF Annuity (2 contracts) - TIAA Traditional — Distribution

Professor/Lecturer (potential - see Part VIII), University of Utah 8.J. Quinney College of Law

Part 1. - The University of Utah S.J. Quinney College of Law has asked me to teach as schedules permit. Although | have held off on teaching since joming the

bench, I have continued to list this item in Part |. because because | may do so at some point,

Part VII, Line § - This asset is in the University of Utah Defined Contribution Retirement Plan, University of Utah Tax-Deferred Annuity Plan, and the Harvard

University Tax-Deferred Annuity Phun,

Part VII, Lines 6-8 - These assets are in the University of Utah Deferred Compensation Plan.

Part VII. - My spouse's parents both died in August 2011. As a survivor beneficiary, my spouse received a portion of her father’s retirement account with TIAA-

CREF, which 1s called a Savings and Investment Plan and is listed on line 13, She also received a portion of his TIAA-CREF annuity (two contracts), which is

listed on line 14. The gross value for the annuity in VILC (1) is based on a commuted value calculated by TIAA-CREF. The distributions are income paid to my

spouse.