Victor Allen Bolden

Blackrock LifePath 2040 Portfolio — Int/Div — Sold (part)

Blackrock LifePath 2040 Portfolio — Closed

Fidelity Diversified Intemational Fund — Int/Div — Sold (part)

Fidelity Diversified Intemational Fund — Distributed

Fidelity Low-Priced Stock Fund — Int/Div — Sold (part)

Fidelity Low-Priced Stock Fund — Distnbuted

Fidelity Spartan S00 Index Fund — Int/Div — Sold (part)

Fidelity Spartan S00 Index Fund — Distributed

Fidelity Spartan 500 U.S. Bond Index Fund — Int/Div — Distnbuted

Hartford Small Company Fund — Int/Div — Sold (part)

Hartford Small Company Fund — Closed

MassMutual General Declared Rate Account — Interest — Distributed

MFS Research International Fund — Int/Div — Sold (part)

MFS Research International Fund — Closed

PIMCO Total Return Fund — Ine — Sold (part)

PIMCO Total Return Fund — Closed

RidgeWorth Mid-Cap Value Equity Fund — Interest — Distnbuted

TT. Rowe Price Growth Stock Fund — Int/Div — Sold (part)

TT. Rowe Price Growth Stock Fund — Closed

T. Rowe Price International Stock Fund — Int/Div

T. Rowe Price Mid-Cap Value Fund — Int/Div

T. Rowe Price New America Growth Fund — Int/Div

T. Rowe Price New Era Fund — Int/Div

T. Rowe Price New Horizons Fund — Int/Div

T. Rowe Price Small-Cap Value Fund — Int/Div

Vanguard 500 Index Fund — Int/Div

J.P. Morgan Chase Cash Accounts — Int/Div

President Elect/President, New Haven County Bar Association

Gift — From Childhood Home in Medford, New York)

Agreement — 2005 — NAACP Legal Defense and Educational Fund, Inc. Defined Benefit Pension Plan

Reimbursement — 32812015 — Scholarship Selection Committee

Reimbursement — ABA Section fo Litigation — 6NA2005 10 62015 — Asheville, North Carolina — Attended Spring Leadership Meeting — Lodging, transportation, and meals

Reimbursement — ABA Section of Lititgation — 10/8/2015 to 10/10/2015 — Memphis, Tennessee — Attended Fall Leadership Meeting — Lodgmg, transportation, and meals

Income — 2015 — City of New Haven — $24,935.00

With respect to Section 11, my portion of the value of this defined benefit plan remains in the pension plan of the NAACP Legal Defense and Educational

Fund, Inc., even though 1 left the organization's employ in January 2009. Due to what | earned while 1 was employed there, | have been designated a highly

compensated employee, ineligible to rollover the value of my portion of this pension into another retirement account at this time.

With respect to Section 111, in January 2015, | received compensation for unused vacation days from my previous employment at the City of New Haven, which

ended on December 31, 2014.

With respect to Section V, | am estimating the value of the gifts based on the current market price of similar items available online,

With respect to Section VII, to provide a complete picture, | have provided information about any changes that have occurred with my investments since the date

of my last disclosure report, June 16, 2014 through the end of 2015. Virtually all of my holdings, aside from my J.P. Morgan Cash Accounts, are in various

retirement accounts, My investments are composed exclusively of mutual funds. At the time of my last report, | owned assets associated with six different

retirement accoutns: a 401(k) provided through a former employer, Wiggin and Dana LLP and managed by Fidelity; a 401(a) account provided through a former

employer, the City of New Haven and managed by Mass Mutual Financial Group; a deferred compensation plan which consisted of the Mass Mutual General

Declared Rate Account, also associated with my employment with the City of New Haven: a 403{b) account, begun while employed at the NAACP Legal Defense

Fund; and two Individual Retirement Accounts, ("IRA") one with T. Rowe Price and the other with Vanguard.

Since my last report, | have undertaken the following changes in my accounts:

In August 2014, 1 took a distribution from my Wiggin and Dana LLP 401k account, which consisted of the Fidelity Spartan 500 Index Fund, the Fidlicty Low-

Priced Stock Fund, the RidgeWorth Mid-Cap Value Equity Fund, the Fidelity Diversified International Fund, and the Fidelity Spartan 500 U.S. Bond Index Fund.

After taking a partial disbursement from that 401k account, which included the entire value of the RidgeWorth Mid-Cap Value Equity Fund, | rolled all of the

remaining money from the 401k account into an IRA account, also invested with Fidelity. My IRA continued to consist of my remaining investments in the

Fidelity Diversified International Fund, the Fidelity Spartan 500 Index Fund, the Fidelity Spartan U.S. Bond Index Fund, and the Fidelity Low-Priced Stock Fund,

In December 2014, 1 took the money remaining at that time in the Fidelity IRA us a distribution. (The account remains open with & value of little more than two

cents and | have kept it open to maintain access to past financial records). With all of these distributions, | asked that Fidelity withhold any federal and state taxes

due us well as the penalty owing for an early withdrawal.

Tn October 2015, 1 took a partial distribution from my City of New Haven 4014) mangged by Mass Mutual Financial Group. 1 asked that Muss Mutual withdraw

all taxes und fees before providing me with cash from the distribution. My Mass Mutual 401(a) account consisted of the following funds: Blackrock LifePath

2040 Portfolio. Hartford Small Company Fund, MassMutual General Declared Rate Account, MFS Research International Fund, PIMCO Total Return Fund, and

T. Rowe Price Growth Stock Fund. On November 16, 2015, | rolled the remainder of these funds into the Theft Savings Plan (“TSP"), In addition, | had money

in a “deferred compensation plan” that was accrued during my employment with the City of New Haven. These funds were in the MassMutual General Declared

Rate Account. | took a distribution of the entire amount from that account on October 29, 2014,

I have not sold or taken distributions from any of the investments | have in the 403b account since the date of my lust report. These mvestments consist of the

following mutual fund accounts: the T. Rowe Price International Stock Fund, the T. Rowe Price Mid-Cap Value Fund, the T. Rowe Price New America Growth

Fund, the T. Rowe Price New Era Fund, and the T. Rowe Price New Horizons Fund,

Ihave an IRA consisting entirely of investments in the T. Rowe Price Small-Cap Value Fund. I have not sold or taken any distributions from this account.

1 also have another IRA account in the Vanguard 500 Index Fund. | have not sold or taken any distributions from this account.

With respect to Section VII, Column D, the financial institutions holding my retirment investments do not consistently track capital gains from the sales of

mutual funds. When 1 sold four of the mutual funds managed by Fidelity (the Fidelity Spartan 500 Index Fund, the Fidliety Low-Priced Stock Fund, the Fidelity

Diversified International Fund, and the Fidelity Spartan 500 US. Bond Index Fund), my statement provided a figure for "Transaction Loss™ and “Transaction

Profit." | have reported that figure as the capital gains associated with those transactions. For the remaining mutual funds, my investment advisors and records

did not provide a capital gains figure, because capital gains are not taxable, Thus, for the remining funds, | have provided the total value of the amount received

from selling my mutual fund shares, rather than the capital gain. | use the transaction type "Closed" to indicate that I rolled funds over into the TSP, | have used

the transaction type "Distributed” to indicate that I took funds from one of my retirement account as a distribution.

With respect to Section VII, Column A, for income, when | use the "Int./Div." code | am referring to income from capital gains and dividends together.