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SCHEDULE II! - ASSETS AND "UNEARNED" INCOME Name Thomas H. Alien Page 2ot 5 ‘BLOCK Type of income CCheck all columns that ‘BLOCK D Amount of income BLOCK A income Source investment or production of income with ing $1,000 atthe enc of the reporting period, ‘BLOCK 8 Year-End Value of Asset itis generated income, the value should be ae Farm Ineoma) Government retirement programs. Hyou so choose, you may Indicate that an asset or Income source is that of your spouse (SP) or dependent child (DC) or is jointly held (ST), In the optional column on the far et. INTEREST | $1 - $200 T UBS Financial Services Acct $1,001 - $15,000 ‘America Funds Wolrd Growth $15,001 - DIVIDENDS/CAPI | $5,001 - $15,000 Inc CL- A. $50,000 TAL GAINS | wT America Funds America $15,001 - DIVIDENDSIGAP! | $1,001 - $2,500 Balanced Fund CL- A $50,000 TAL GAINS JT America Funds America Mutual $15,001 - ‘DIVIDENDS/CAPI | $1,001 - $2,500 Funds CL -A $50,000 TALGAINS UBS Inherited IRA: Amer $15,001 - “DIVIDENDSICAPI | $2,501 - $5,000 Funds Capital World Growth $50,000 TAL GAINS { Inc CLA ee UBS Inherited IRA: Amer $15,001 - DIVIDENDS/CAPI | $1,001 - $2,500 Funds Amer Balanced Fund $50,000 | TAL GAINS CLA ‘SCHEDULE Ill - ASSETS AND "UNEARNED" INCOME Name Thomas H. Allen Page 3of 5 UBS Inherited IRA: Amer $15,001 - DIVIDENDS/CAPI | $1,001 - $2,500 Funds Amer Mutual Fund CL-A $50,000 TAL GAINS UBS Inherited IRA: UBS Bank $15,001 - INTEREST $1- $200 USA Dep Account $50,000 | Drummond Woodsum PSP: $100,001 - INTEREST $1,001 - $2,500 Fed Interm Corp Bond $250,000 Drummond Woodsum PSP: $100,001 - DIVIDENDS/CAPI | $5,001 - $15,000 Vanguard 500 Index $250,000 TAL GAINS Drummond Woodsum PSP: $15,001 - DIVIDENDS/CAPI | $201 - $1,000 Growth Fund of America $50,000 TAL GAINS ICMA Retire Corp Growth Fund $1,001 - $15,000] DIVIDENDS/CAPI | $201 - $1,000 TAL GAINS 245 Commercial St Portiand, $100,001 - None/Partnership | NONE ME - Real Estate Partnership $250,000