Jennifer C. Boal

Webster Bank IRA (Y) — Int/Div — Distnbuted

Exxon Mobil « Common stock — Int/Div — Sold (part)

GE « Common Stock — Int/Div

Coca Cola - Common Stock — Int/Div

Winchester Savings Bank- Cash — Interest

Fidelity U-Fund - 529 College Savings Plan — None

Fidelity Retirement Account (Defined Contribution) — Int/Div

Adv. Mid. Cap CLT

Adv. Equity GR CLT

Adv. Growth Opps CLT

IDEARC - Common Stock — Int/Div

Fairpoint Communications Inc.- Common Stock — Int/Div

First Citizens Savings Bank - Cash (Y) — Interest — Closed

Vernzon Commumcatons — Int/Div

Fromtier Communications — Int/Div

Walt Disney — Int/Div

Sun America Annuity (Y) — Int/Div — Distnbuted

Webster Bank (X) — Interest

Liability — Bank of America — Credit Card

Liability — Bank of America — Credit Card

Liability — Brooks School — Twtion

Liability — Fessenden School — Tuition

Liability — American Express — Credit Card

Reimbursement — Haverford Collge — 425-2713 — Haverford College — Board meeting — Lodgmg, Meals

Reimbursement — Federal Magistrate Judges Association — 3/14415/13 — Washington, D.C — Board meeting — Lodging, Meals, Autare

Spouse's income — 2013 — Massachusetts Nurses Associaton (Salary)

Part |, - With respect to Trust # 1, neither 1 nor [EERNEGGEEEEGEEEEEEEEE oceives a trustee's fee, nor am | or [NR ©

beneficiary of the trust. My primary duty with respect to the trust is to recommend charitable donations. 1 do not select, control or direct the investments of the

trust.

Part VII (6) - With respect to the Fidelity U-Funds, these are age-based mutual funds,