Stefan R. Underhill

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

Fidelity Equity-Income (IRA) — sell

Fidelity Equity-Income (IRA) — sell

Fidelity Equity-Income (IRA) — sell

Fidelity Equity-Income (IRA) — sell

Fidelity Equity-Income (IRA) — sell

Fidelity Equity-Income II (IRA) — Int/Div — None

Fidelity Contrafund (IRA) — Int/Div — None

Fidelity Balanced (IRA) — Int/Div — None

Artisan Intemational Fund — Int/Div — None

Legg Mason Value Trust — Int/Div — None

Reynolds Opportunity Fund — Int/Div — None

Reynolds Opportunity Fund — None — None

Reynolds Opportunity Fund — Sell

Northwestern Mutual whole life and 65 life policies — None — None

Connecticut Teachers’ Retirement Board — None — None

President, Raymond E. Baldwin Chapter, American nour =

Liability — Northwestern University — Educational Loans

Reimbursement — George B. Yankwitt — Travel expenses in connection with performing wedding in Wyoming

Reimbursement — National Legal Center for the Public Interest — 5/10-11/2005 Washington, D.C.; General Counsel! Conference (trave

Income — 2005-2006 — Bridgeport Public Schools - Teacher

Spouse's income — 2006 — Self-employed tutor

eee] eee ———

VII . INVESTMENTS and TRUSTS — income, value, transactions (Includes those of the spouse and dependent children. See pp. 34-60 of filing instructions.)

[] NONE (No reportable income, assets, or transactions.)

A

B

C

D

Description of Assets

Income during

Gross value at end of

Transactions during reporting period

(including trust assets)

reporting period

reporting period

UO}

0}

n

2

U}

2

3)

(4)

5)

Amount

Value

Value

Place "(X)" after each asset

Type (e.g

Type (e.g.

Date

Value

Gain

Identity of

Code |

div., rent,

Code 2

Method

buy, sell,

Month -

Code 2

Code |

exempt from prior disclosure

buyer/seller

(A-H)

or int.)

(J-P)

Code 3

redemption)

Day

{J-P)

(AH)

(if private

(Q-wW)

transaction)

(vested pension)

=

1. Income Gain Codes:

A =S$1,000 or less

B =$1,001 - $2,500

C =$2,50} - $5,000

D =55,001 - $15,000

E =515,001 - $50,000

(See Columns B1 and D4)

F =§50,00! - $100,000

G =$100,001 - $1,000,000

Ht =51,000,001 - $5,000,000

H2 =More than $5,000,000

2. Value Codes

3 =515,000 or less

K =$15,001 - $50,000

L =5§50,001 - $100,000

M=5100,00I - $250,000

(See Columns Ci and D3)

N =§250,001 - $500,000

0 =$500,001 - $1,000,000

P1=51,000,001 - $5,000,000

P2=§5,000,001 - $25,000,000

P3 =525,000,001 - $50,000,000

P4 =More than $50,000,000

3. Value Method Codes

R =Cost (Real Estate Only)

T =Cash Market

(See Column C2)

Q =Appraisal

V =Other

S =Assessment

U =Book Value

W =Estimated