Holly B. Fitzsimmons

ATT common stock — Int/Div

FLR common stock — Int/Div

WGO common stock — Int/Div

WBS common stock — Int/Div

TD Bank North account — Interest

Citizens Bank acct — Interest — Closed

Sikorsky FCU account — Interest — Open

Newtown Savings Bank accts (checking and savings) — Interest

3 Rental umts, IEEE [ — Rent

Ameriprise One acct (lines 11-12) (H)

ATT common stock — Int/Div

Ameriprise Insured Money Market fund (AIMMA) — Interest

2 Roth IRAs, see lines 18 et seq. cash portion in AIMMA — Interest

RiverSource Life Ins. Co. (lines 15-16) (H)

RVS Retirement Advantage Plus VA, VP moderate — None

2 IRAs (same type as line 15 but VP moderate aggressive) — None

Roth #1 Ameriprise Trust Co. (H)

CAT common stock — Int/Div — Buy (add'l)

DIS common stock — Int/Div

XLPSPDR ETF — Int/Div — Buy (add'l)

XLUSPDR EF — Int/Div — Buy (add'l)

XLV SPDR ETF — Int/Div

Roth # 2 Amenprise Trust Co. (H) — Int/Div — Sold

EMGAX — None — Sold

PEEAX — Int/Div — Sold

PURAX — Int/Div — Sold

OIGAX — Int/Div — Sold

MEIAX — Int/Div — Sold

MGIAX — Int/Div — Sold

MEDAX — Int/Div — Sold

GOMAX — None — Sold

GSCAX — None — Sold

AJOAX — None — Sold

CSLGX — istnbution — Sold

CDEIX — Int/Div — Sold

BHYAX — Int/Div — Sold

SCEX — Int/Div — Sold

CMCPX — None — Buy (add'l)

CMCPX — Sold

OLGAX — None — Sold

JSOAX — None — Sold

WFPAX — None — Buy

WFPAX — Sold

President, Raymond E., Baldwin Inn of Court

Liability — Ameriprise World MasterCard — credit card

Spouse's income — self-employment as a writer; royalties on previously published works

Part I. As previously indicated, the only remaining assets of the 2 estates are U.S. savings bonds. The total interest income generated annually does not reach the

reporting threshold; the aggregate value is J, but no individual bond has a value that reaches the reporting threshold.

Part VII

The listing of assets held through various Ameriprise entities (lines 10 through 46) has been organized under three headings, the Ameriprise One

account (lines 10-12); RiverSource Life Insurance Company (lines 14-16), and noncash assets for the two Roth IRAs first mentioned on line 13 (lines18-45)

All the noacash assets for Roth TRA #2, funds selected by a portfolio manager for the Active DF Mod. Aggressive portfolio without input from the account

holder, were sold in 2014; the cash holdings of Roth #2 are combined with the cash holdings of Roth #1 on Line 13 to reflect the cash held by the two Roths in

AIMMA at the close of 2014.

Aggregate gain and aggregate income figures for Roth #2 for 2014 are included in the header (Line 24). There were a number of transactions in this account

conducted in 2014 but not reported beciuse they did not reach the reporting threshold. For OIGAX (line 28) there was a reportable "buy addlon 4/16 slightly

above the threshold.

For CMPCX, the reportable "Buy Addl” on line 41 covered two dates, 4/21 and 7/11. The header also reflects the aggregate value of the portfolio at the time its

assets were all sold: by the end of the reporting period, Roth #2 contained only cash, the value of which is included on line 13.

Lines 12,13. These AIMMA funds are held by Ameriprise at American Express Centurion Bank and at Amex Bank, NY Community Bank, Capital One Bank,

Ameriprise Bank and SunTrust. | have no input into where the funds are deposited.

Lines 15 and 16. These are variable annuities which do not generate "income" but increase (or decrease) in value depending on investment performance. Both the

annuity listed on Line 15 and the two TRA annuities listed on Line 16 increased in value in 2014; the gain in value for the former was D; for the latter combined,

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