Stefan R. Underhill

Fidelity Contrafund (IRA) — Int/Div

Fidelity Balanced (IRA) — Int/Div

Northwestern Mutual whole life and 65 life policies — Int/Div

Connecticut Teachers’ Retirement Board (vested pension) — None

People’s United Bank Accounts — None

AXA Equitable whole life policy — None

HSA Bank (health spending account) (X) — None

Vanguard Prime Money Market Fund — Int/Div — Sold (part)

Vanguard Prime Money Market Fund — Sold (part)

Vanguard Prime Money Market Fund — Buy (add'l)

Vanguard Star Fund (inherited IRA) (X) — Int/Div

Vanguard Wellington Fund Admiral (inherited IRA) (X) — Int/Div

Vanguard Windsor Fund Admiral (X) — Int/Div

Comerica Bank Account (X) — Interest

TIAA Savings Acount (X) — None

Nursing home return of capital (X) — None

BB&T common stock (X) — None — Sold

Vacation home (X) — None

AT&T stock (X) — Sold

Abbott Labs stock (X) — Sold

Acuity Brands stock (X) — Sold

Wells Fargo American Balanced Fund (X) — Sold

Bristol Myers Squibb stock (X) — Sold

Wells Fargo Capital Income Builder Fund XxX) — Sold

Costco Wholesale Corp. stock (X) — Sold

Devon Energy Corp. stock (X) — Sold

DowDupont Inc. stock (X) — Sold

Fromtier Communications stock (X) — Sold

Home Depot stock (X) — Sold

Ninois Tool Works stock (X) — Sold

Wells Fargo Income Fund American (X) — Sold

Intel Corp. stock (X) — Sold

IBM Comp. stock (X) — Sold

Johnson & Johnson stock (X) — Sold

Kellogg Co. stock (X) — Sold

McDonald's Corp. stock (X) — Sold

Merck & Co. stock (X) — Sold

Mondelez Int'l Inc. stock (X) — Sold

NOW Inc. stock (X) — Sold

Principal Financial Group stock (X) — Sold

JM Smucker Co. stock (X) — Sold

Stryker Corp. stock (X) — Sold

IM Co. stock (X) — Sold

Toronto Dommion Bank stock (X) — Sold

Trinity Indus. Inc. stock (X) — Sold

US Bancorp stock (X) — Sold

S10.

Trustee, Family Insurance Trust

Trustee, Family Testamentary Trust

Visiting Lecturer, Yale University Law School

Visiting Lecturer, University of Virginia School of Law

Liability — Northwestern Mutual Life Insurance Co. — Loans agamst cash value of life msurance

Income — 2017 — Yale University School of Law - teaching — S15.000.00

Income — 2017 — Umiversity of Virgima School of Law - teaching — S1O.000.00

Spouse's income — 2017 — Bridgeport Public Schools - Salary

1. In Part 111-B, my spouse did not earn a reportable amount from tutoring in 2017.

2, All educational loans listed in Part V1 of my 2016 report were paid off during 2017,

3. Assets listed in Part VII include assets held by the trusts identified in Part 1,

4. The cash values of the life insurance policies listed on line 3 of Part VII do not reflect the impact of the loans listed on line | of Part VI.

5. The life insurance policies listed on lines 3, 4, and 5 of Part VII of my 2016 report were held by the family insurance trust listed in Part 1. The insured passed

away in 2017. Those policies paid proceeds to the family insurance trust, and that trust terminated in 2017.

6. The appraisal of the vacation home listed on line 18 of Part VII was conducted in January 2014.

7. The assets listed in lines 19 through 46 of Part VII were held in a trust brokerage account for several months after | became a trustee until the account was

liquidated, I have been unable to determine the income earned during that period on an assett-by-asset basis. The total amount of income camed during the

relevant period by the listed assests, which consisted almost entirely of dividends, was in income range code F.