Leo I. Brisbois

Wells Fargo — Interest

TruStone Fmancial — Interest

US Analyst Strategy — None

WT Mid Cap Opps — None

Vang Inst Index Plus — None

Main Stay Balanced Fund (Class 1) — None

Fid Freedom 2030 — None

Fid Freedom 2035 — None

The Growth Fund of America-A — None

The Investment Company of America -A — None

Capital World Growth and Income Fund-A — None

Invesco Charter Fund-B — None

Invesco Mud Cap Core Equity Fund-B — None

Invesco Charter Fund-A — None

Invesco American Franchise Fund-A — None

Invesco American Franchise Fund-B — None

Invesco Global Growth Fund-A — None

Invesco Global Growth Fund-B — None

Invesco Mid Cap Core Equity Fund-A — None

ING Retirement Conservative Portfolio-A — None

Schwab S&P S00 Index FD — None

Fundamental Investors SM(F-1) (American Funds) - 7109 — Buy

ING Russell TM Large Cap Value Index Portfolio (S271 — Buy

Fidelity Advisor New Insights Fund {(Tr2170 — Buy

ING Baron Growth Protfolio - Adviser Class-442 — Buy

ING JP Morgan Mid-Cap Value Portfolio (A444) — Buy

ING Russell TM Small Cap Index Portfolio (AMI1502 — Buy

EuwroPacific Growth Fund (F-1) (American Funds)-2035 — Buy

ING Templeton Foreign Equity Portfolio (A)»1587 — Buy

ING Intermediate Bond Portfolio (A )-8479 — Buy

Loomis Sayles Strategic Income Fund Class A-1938 — Buy

Executive Committee Member, National Conference of Federal Trial Judges, Judicial Division, American Bar Association

Agreement — 1991 — Retirement Plan with former law firm; no control

Reimbursement — a Tater Re — Committee 2013 Mid-Year Mig. — NY" a LN T-—,

Reimbursement — Committee 2013 Annual Mig. — TT Arm te an. TT rT aay

Spouse's income — 2013 — Northern Bridges. employee wages

Spouse's income — 2013 — MEDICA; employee wages

Part VII, Line 3 - Change within [Jl 401K former employer savings plan from EB Diversified Stock to US Analyst Strategy.

Part VII, Line 9 - Change within [Jl] Roth TRA from the Growth Fund of America-B to the Growth Fund of America-A.

Part VII, Line 10 - Change within Jill] Roth IRA from the Investment Company of America-B to the Investment Company of America-A.

Part VII, Line 11 - Change within Jl] Roth IRA from Capital World Growth and Income Fund-B to Capital World Growth and Income Fund-A.

Part VIL, Line 15-16 - Changes within Jl] 10vesco Mutual Fund from Invesco Constellation Fund-Class A to Invesco American Franchise Fund-Class A and

from Invesco Constellation Fund-Class B to Invesco American Franchise Fund-Class B.

Part VII, Lines 22-31 - new due to rollover of former profit-sharing blind trust controlled by former employer into ING mutual fund custodial account $/9/13,