Stefan R. Underhill

What was filed

Fidelity Contrafund (IRA) — Dividend

Fidelity Balanced (IRA) — Dividend

Northwestern Mutual whole life and 65 life policies — Dividend

Connecticut Teachers' Retirement Board (vested pension) — None

People's United Bank Accounts — None

AXA Equitable whole life policy — None

HSA Bank (health spending account) — None

Vanguard Prime Money Market Fund — Dividend — Sold (part)

Vanguard Prime Money Market Fund — Sold (part)

Vanguard Prime Money Market Fund — Buy

Vanguard Prime Money Market Fund — Sold (part)

Vanguard Star Fund — Dividend — Buy

Vanguard Star Fund — Buy (add'l)

Vanguard Star Fund (inherited IRA) — Dividend — Sold (part)

Vanguard Wellington Fund Admiral (inherited IRA) — Dividend

Vanguard Windsor Fund Admiral — Dividend — Sold (part)

Comerica Bank Account — Interest — Closed

BB&T common stock — Dividend — Sold

AUGGIE Movie, LLC investment units — None

Trustee, Family Testamentary Trust

Visiting Lecturer, Yale University Law School

Visiting Lecturer, University of Virginia School of Law

Board of Directors, Federal Judges Association

Liability — Northwestern Mutual Life Insurance Co. — Loans against cash value of life insurance

Income — 2019 — Yale University School of Law - teaching — $15,000.00

Income — 2019 — University of Virginia School of Law - teaching — $10,000.00

Spouse's income — 2019 — Bridgeport Public Schools - Salary

1. Assets listed in Part VII include assets held by the trust identified in Part I.

2. The cash values of the life insurance policies listed on line 3 of Part VII do not reflect the impact of the loans listed on line 1 of Part VI.

3. The vacation home listed on line 33 of Part VII of my 2018 report is no longer listed.

4. The Comerica Bank Account listed on line 51 of Part VII was closed in 2019.

5. I have been unable to determine the date of he sale of BBT common stock listed on line 52 of Part VII.