Stefan R. Underhill

Fidelity Equity-Income (IRA) — Int/Div — par)

Fidelity Equity-Income (IRA) — Sold (part)

Fidelity Equity-Income (IRA) — Sold (part)

Fidelity Equity-Income (IRA) — Sold (part)

Fidelity Equity-Income II (IRA) — Int/Div

Fidelity Contrafund (IRA) — Int/Div

Fidelity Balanced (IRA) — Int/Div

Artisan Intemational Fund — Distribution

Legg Mason Value Trust — Int/Div

Vanguard Star Fund — Int/Div — Sold (part)

Vanguard Star Fund — Sold (part)

Massachusetts Mutual Life Ins. Co. enh. wh ole life policy — None

Guardian Life Ins. Co. whole life policy — None

Conn. General Life Ins. Co. universal life po licy — None

Northwestern Mutual whole life and 65 life policies — None

Connecticut Teachers’ Retirement Board (ve sted pension) — None

People's United Bank accounts — Interest

Trustee, ( MP Insurance Trust

Liability — Northwestern University — Educational Loans

Liability — Citibank — Educational Loans

Reimbursement — University of Virginia Law Sch ool Foundation — 02/08 - 02/10 — Charlottesville, VA — Public Service Conf — Travel

Reimbursement — University of Virginia — 04/14 - 04/15 — Charlottesville, VA — Law School Speaker — Travel

Spouse's income — 2008 — Bridgeport Public Schools - Teacher

Spouse's income — 2008 — Self-employed tutor

Part I: The GE Trust listed in Part I, line 2 of my 2007 report has expended all assets and is closed.

Part VII:

- Assets listed in Part VII include assets held by @ili trusts identified in Part I.

- Reynolds Opportunity Fund shown on line 11 of my 2007 report was entirely disposed of in 2007.