Scott Milne Matheson jr

University Federal Credit Union - Money Fund and Checking — Interest

Johnson & Johnson Common — Int/Div

TIAA-CREF Deferred Retirement Plans

CREF Stock R3 Fund — None

CREF Bond Market Fund — None

CREF Global Equities Fund — None

CREF Social Choice Fund — None

AXA Equitable Flex. Prem. Vanable Life Ins. Incentive Life #1

EQ Common Stock Index Fund — None

AXA Equitable Flex. Prem. Variable Life Ins. Incentive Life #2

EQ Common Stock Index fund — None

TIAA-CREF Savings and Investment Plan TIAA Traditional — Distribution

Professor/Lecturer (potential - see Part VIII), University of Utah 8.J. Quinney College of Law

Part 1. - The University of Utah S.J. Quinney College of Law has asked me to teach as schedules permit. Although | have held off on teaching since joming the

bench, I have continued to list this item in Part |. because | may do so at some point.

Part VII, Line 3 - The statements received from TIAA-CREF for these deferred retirement plans (lines 4-7) report overall gain/loss in value but not the type or

amount of any income, Same us to lines 8-11,

Part VII, Line 4 - This asset is in the University of Utah Defined Contribution Retirement Plan, University of Utah Tax-Deferred Annuity Plan, and the Harvard

University Tax-Deferred Annuity Plan.

Part VII, Lines 5-7 - These assets are in the University of Utah Deferred Compensation Plan.

Part VII. = My spouse's parents both died in August 2011. As a survivor beneficiary, my spouse received a portion of her father’s retirement account with TIAA-

CREF, which is called a Savings and Investment Plan and is listed on line 12. She also received a portion of his TIAA-CREF annuity (two contracts), which was

listed on line 13 last year. That annuity expired in 2017, so it is no longer listed. The distribution for line 12 was income paid to my spouse.