1

Faegre Baker Daniels, 401(k) plan:

1.1

Vanguard Total Stock Market Index Fund Investor Class Shares (VTSMX)

$15,001 - $50,000

None (or less than $201)

1.2

Baron Small Cap Fund Retail Shares (BSCFX)

$1,001 - $15,000

None (or less than $201)

2

Fidelity IRA

2.1

Fidelity Core

$1,001 - $15,000

None (or less than $201)

2.2

iShares Silver Trust (SLV)

$1,001 - $15,000

None (or less than $201)

3

Yale University Retirement Savings Account

3.1

TIAA Traditional

$1,001 - $15,000

None (or less than $201)

3.2

Vanguard Total Stock Market Index Fund Investor Class Shares (VTSMX)

$15,001 - $50,000

None (or less than $201)

3.3

Vanguard Developed Markets Index Fund Institutional Shares (VTMNX)

$15,001 - $50,000

None (or less than $201)

1

New Haven, Connecticut

I will continue to participate in the voluntary retirement savings plan. Neither the sponsor nor I will make further contributions following my separation.

9/2017

2

Minneapolis, Minnesota

I will continue to participate in the defined contribution retirement plan. Neither the sponsor nor I make further contributions to this plan.

9/2013

1

Trust #1

$1,000,001 - $5,000,000

$100,001 - $1,000,000

1.1

United State bank (cash account)

1.2

SAT SR. Limited Partnership

1.2.1

United States bank (cash account)

1.2.2

CSNH Development LLC (post-disaster reconstruction services in NH, MA, and ME))

1.2.3

Betz Farm Water/Sewer Impact Fee (developer fee)

1.2.4

North Bridge Business Center (commercial real estate in North Bridge NH)

1.2.5

Office Building in Nashua NH

1.2.6

Bow Industrial Park

1.2.6.1

United States bank (cash account)

1

SPDR S&P 500 ETF Trust (SPY)

Purchase

08/17/2022

$100,001 - $250,000

2

SPDR S&P 500 ETF Trust (SPY)

Purchase

10/19/2022

$50,001 - $100,000

3

SPDR S&P 500 ETF Trust (SPY)

Purchase

11/03/2022

$100,001 - $250,000

4

SPDR S&P 500 ETF Trust (SPY)

Purchase

11/14/2022

$100,001 - $250,000

5

SPDR S&P 500 ETF Trust (SPY)

Purchase

11/15/2022

$100,001 - $250,000

1

Nelnet

$15,001 - $50,000

2003

20 years

2

First Republic Bank

$500,001 - $1,000,000

2017

30 years

6

1

The value listed represents only my spouse's share of the trust assets. The value is based on current value for all assets, except for the SAT SR. Limited Partnership, which was most recently valued as of 6/30/2021. The income range listed is distribution received for 2021.

6

1.3.1.8.4

For the underlying holdings of Brentwood Farms, LLC, see Part 6, Line 1.3.1.7

6

2

Interest in realty limited partnership with real estate in Nashua and Manchester, NH.

6

3

Interest in realty limited partnership with real estate in Nashua, NH.

6

4

Holds reimbursement value of spouse's interest in residential property in NH.

6

9

The value listed represents only my spouse's share of the trust assets. The value is based on current value for all assets, except for the SAT SR. Limited Partnership, which was most recently valued as of 6/30/2021. The income range listed is distribution received for 2021.

6

9.6

See Part 6, Line 1.6 for underlying holdings of this asset.

6

10.4

See Part 6, Line 13 for underlying holdings of this asset.

6

12

Interest on a liquidation basis.

6

13

See Part 6, Line 1.3.1 for underlying assets.