Balance Sheet Highlights
Acquisitions & Mergers Role Assets Acct Method Type Transaction Date
Bunker Hill Bancorp, Inc. Seller Discontinued 2/1/2013
Relationships Role Relationship Start Relationship End
Rodger O. Riney Family Voting Trust U/A/D 12/31/2012 Parent 12/31/2012
Rodger Riney Trust Dated 8/2/91, The Parent 7/21/2011 12/30/2012
Richard Riney Trust Dated 11/30/93, The Parent 7/21/2011 12/30/2012
Michael Riney Trust Dated 11/30/93, The Parent 7/21/2011 12/30/2012
Pamela Riney Trust Dated 11/30/93, The Parent 7/21/2011 12/30/2012
Rodger O. Riney Exempt Trust F/B/O Richard P. Riney, Dated 2/25/99, The Parent 7/21/2011 12/30/2012
Rodger O. Riney Exempt Trust F/B/O Michael W. Riney, Dated 2/25/99, The Parent 7/21/2011 12/30/2012
Rodger O. Riney Exempt Trust F/B/O Pamela C. Walkenbach, Dated 2/25/99, The Parent 7/21/2011 12/30/2012
Rodger Riney Trust Dated 8/2/91, The Parent 7/8/2008 7/20/2011
Richard Riney Trust Dated 11/30/93, The Parent 7/8/2008 7/20/2011
Michael Riney Trust Dated 11/30/93, The Parent 7/8/2008 7/20/2011
Pamela Riney Trust Dated 11/30/93, The Parent 7/8/2008 7/20/2011
Rodger O. Riney Exempt Trust F/B/O Richard P. Riney, Dated 2/25/99, The Parent 7/8/2008 7/20/2011
Rodger O. Riney Exempt Trust F/B/O Michael W. Riney, Dated 2/25/99, The Parent 7/8/2008 7/20/2011
Rodger O. Riney Exempt Trust F/B/O Pamela C. Walkenbach, Dated 2/25/99, The Parent 7/8/2008 7/20/2011
Scottrade Bank Subsidary 7/21/2011
Scottrade, Inc. Subsidary 7/22/2011
Scottrade Investment Management, Inc Subsidary 4/7/2014
Boulevard Bank Subsidary 2/1/2013 3/31/2016
Scottrade (Hong Kong) Limited Subsidary 7/22/2011 12/31/2013
Focusshares, Llc Subsidary 7/22/2011 8/31/2012
Scottrade Bank Subsidary 4/1/2011 7/20/2011
Scottrade Bank Subsidary 7/8/2008 3/31/2011
Financial Highlights Scottrade Financial Services, Inc.
Total Assets 2,119