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VII. Page 1 INVESTMENTS and TRUSTS -- income, value, transactions (includes those of

spouse and dependent children. See pp. 34-60 of Instructions.)

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B

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Description of Assets

Income

Gross value

D

(including trust assets)

durin

at end of

Transactions during reporting period

reporting period

reporting period |

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If not exempt from disclosure

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Type

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Type

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Place "(X)" after each asset

Value

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Value

Method

buy, sell,

Date

Value

Gain

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Identity of

Codel

rent or

Code2

Code3

merger

Month

Code2

Codel

buyer/seller

int.)

(-pP)

Q-W)

redemption)

Day

(-P)

(A-H)

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(if private transaction)

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(No reportable income,

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Hartford SMART 529 Plan 2

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Income/Gain Codes:

A=$1, 000 or less

B=$1, 001 -$2,500

C=%$2,501 $s, 000

D=$5, 001- $15, 000

E=$15,001-$50,000

big

(See Col. BI, D4)

£=$50,001- $100,000

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

H1=$1,000,001-$5,000,000

H2=More than’ $5,000,000

“Value Codes:

$15,000 or less

K=%$15,001-$50,000

£=$50,001- $100,000

M=$100,001-$250,000

(See Col. C1, B3)

L254 001-$500,000

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

P1=3%$1,000,001-$5,000,000

P2=$5,000,001-$25,000,000

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P3=$25,000,001-$50,000,000

P4=More than $50,000,000

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S=Assessment

T=Cash/Market

“Value Method Codes: Q=Appraisal

1)= =Book value

R=Cost (real estate only)

V=0Other

W= Estimated

(See Col. C2

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