James D. Whittemore

Amgen, Inc — Int/Div

Cisco Systems, Inc. Common Stock (IRA) — Int/Div

Bank Sweep Deposit (Mny Mkt) (StifeINicolaus) ) — Interest

Nektar Therapeutics Common Stock — Int/Div

Microsoft Corp. Common Stock{IRA ) — Int/Div

Intel Corp. Common Stock (IRA) — Int/Div

AmensourceBergen Corp. (Common Stock) — Int/Div

Bank Sweep Deposit (MnyMkt) (StifelNicolius) — Interest — from lime 13)

CIGNA Corporation 401K (H):

CIGNA 201K (Common Stock ) — None

CIGNA 201K (Fixed Income Stock) — None

CIGNA Corporation Pension Plan — Interest — Distnbuted

Fidelity Intl Discovery (Stock) — Int/Div — with line 27)

Fidelity Freedom 2015(Blended) — Int/Div — with line 27)

MIP C11 (Bond Investments) — Int/Div — with line 27)

Wells Fargo Bank Accounts — Interest

Bank of America Account — None

Suncoast Credit Union — Interest

Express Scripts Hidg Company — None

Janus Int'l Equity CL A — None — Sold

T Rowe Price Health Sciences — Int/Div

T Rowe Price Blue Chip growth — Int/Div

Equitable Premium Life Insurance — None

UnitedHealth Group 401(k) Savings Plan (Hy

FIAM Small Co — None — Closed

FIAM Small Co Commingled Pool Class B — None — from line 28)

Vanguard Inst. Index Plus — Int/Div

Vangrad Md Cp Idx Is PI — Int/Div

WT Mid Cap Opps — Int

SS LS Bond Index € — None

UHG Stable Value — None

AF EuroPacGrowth R6 — Int/Div — Buy

Trt 2015S CIT E3 — None — Buy

Equitable Premium Life Insurance — None

Liability — American Express-Optima — Credit Card

Income — 27 — State of Flonda-Retirement — S20. 485.80

Personal Information- Senior Status assumed August 29, 2017

Part 1:

-- Trust #1 sold its only asset in 2016 and was terminated

Section 111. Nou-lnvestment Income, Part B: [I became part of JI in 2016.

Section VII, Line # 3: (left blank intentionally).

Section VIL Line # 14 (left blank intentionally). Trust sold its only asset and was terminated (see Part | note).

Section VII, Line # 15 (left blank intentionally): Helios 401(k) Plan merged into UnitedHealth Group 401(k) Savings Plan on September 1.2017. Funds transferred

that date and UnitedHealth Group 401(k) Savings Plan is listed on line 27,

Section VIL Lines # 16, 17, 18: These stocks were disposed of in the merger of the Helios 401(k) Plan with the UnitedHealth 401(k) Savings Plan.

Section VII, Line # 19: accounts designated plural IE

Section VII, Lines 35, 36 are stock acquisitions within United Health Group 401(k) Savings Plan. Stocks within Plan are listed on Lines 28-36, in accordance with

the Committee's August 8, 2017 correspondence. As explained in the response to the Committee's inquiry and amended 2016 Report, the UnitedHealth Group

401k) 1s a defined contribution plan my spouse was automatically enrolled in on April I, 2016, when UnitedHealth Group acquired Helios.

Section VII, Line 36: During recent insurance review with insurance agent, realized spouse has an Equitable flexible whale life insurance policy which was

overlooked.