Stacey L. Meisel

TD Bank Cash Accounts — Int/Div

Frankling Income Fund (b) class ¢ — Int/Div

Hooper Holmes (a) — Int/Div

Targa Resources Pfd 9% (a) — Int/Div

Calamos Strategic Total Return (a) — Int/Div

Intel Corp (a) — Int/Div

Franklin Income Fund (a) — Int/Div

Citigroup Note 10% 8/19/35 (a) — Int/Div

United States Oil Fund (a) — Int/Div

Regal Bank Money Market (a) Cash Account (X) — Interest

1. Becker LLC 401(k) Plan (a) (H)

2. JH Multimanager Growth LS — Int/Div — Sold

3 JH Multimanager Moderate LS — Int/Div — Sold

4. Blackrock Lifepath Index 2035 — Int/Div — Buy

1. Becker LLC 401 (kK) Plan (¢) (H)

2. JH Multimanger Aggressive LS — Int/Div — Sold

3. JH Multimanager Growth LS — Int/Div — Sold

4. JH Multimanger Balanced LS — Int/Div — Sold

5. JH Multimanger Moderate LS — Int/Div — Sold

6. JH Multimanager Conserv LS — Int/Div — Sold

7. Blackrock Lifepath Index 2035 — Int/Div — Buy

7. Blackrock Lifepath Index 2035 — Buy (add'l)

Franklin Income Fund 529 Plan (d) — Int/Div

Alibaba (b) — Int/Div

American Int'l Group (b) — Int/Div

Exxon Mobil (b) — Int/Div

Franklin Income Fund (b) class A — Int/Div

Targa Resources Pid (b) — Int/Div

United States Oil (b) — Int/Div — Sold

Citibank CD (b) — Int/Div

Citigroup Steepener Note 10% (b) 8/19/35 — Int/Div

Citigroup Note 8-16% (b) — Int/Div — Sold

EPR PPTYS S75 PFD (b) — Int/Div — Buy

Goldman Sachs Note 3.6% due 1003027 (by — Int/Div — Sold

Morgan Stanly 10% due 08/19/33 (b) — Int/Div

Vomado Rlty PFD (b) — Int/Div — Buy

Regal Bank Money Market (c) Cash Account (X) — Interest

Alibaba (¢) — Int/Div

Citibank CD 2.9% 11/15/33 (¢) — Int/Div

Citigroup Note 10% 11/26/34 (c) — hy

JP Morgan Chase CD 10% 7/21/34 (¢) — Int/Div

Franklin Income Fund (¢) — Int/Div

Comcast (¢c) — Int/Div — Sold

Neuberger Berman Real Estate (c) — Int/Div — Sold

United States Oil Fund (¢) — Int/Div — Sold

Exxon Mobil (d) — Int/Div — Sold (part)

Targa Resources PFD 9% (a) — Int/Div

Franklin Income Fund 529 Plan Portfolio (d) Ww)

Franklin Income Fund 529 Plan (d) (Y)

TransAmernica Universal Life Insurance (a) — Int/Div

1. MassMutual Variable Universal Life Insurance (¢) policy 710 (H)

2. -MML Equity Index (¢) — Int/Div

3 “Oppenheimer Main Street — Int/Div

4. -MML Money Market — Int/Div

5. -Oppenheimer Core Bond — Int/Div

6. <Junus Aspen Global Research — Int/Div

1. MassMutual Variable Universal Life Insurance (¢) policy 712 (H)

2. -MML Equity Index (¢) — Int/Div

3 Oppenheimer Main Street — Int/Div

4. -MML Money Market — Int/Div

S -Oppenheimer Core Bond — Int/Div

6. -Janus Aspen Global Research — Int/Div

Seclaus Money Market (¢) cash account (Y)

Seclaus Money Market (a) cash account — Interest

Century Bank 9/15/39 (b) — Interest — Buy (add'l)

Seelaus Money Market (b) cash account — Interest

Seelaus Money Market (d) cash account — Interest

Agreement — 923115 — Becker LLC - Partnership Buy-Out Agreement To be Paid by 2019

Reimbursement — Bankruptcy Con Annual Forum — Theis ely Y

Reimbursement — IWIRC & TMA Judges Panel — 316/17 & 31717 — Atlanta GA — Professional Assoc — Travel & Hotel

Reimbursement — TMA Mid -Atlantic Regional Symposium — 7/17 & 6/8/17 — Atlantic City NJ — Professional Assoc — Hotel

Reimbursement — ABI Mud- Atlantic Bankruptcy Workshop — N3/17-8/5/17 — Hersey PA — Protessional Assoc — Hotel

Reimbursement — American Bar Assoc., Annual Meeting — 91417-9117 — Chicago ILL — Professional Assoc — Travel, & Hotel

Income — 27 — West Services Inc - book royalties — $2,630.00

Income — 2007 — Becker LLC - buyout payments — S75.000.00

Spouse's income — 2017 — Becker Meisel LLC « draw and membership distribution "Self Emploved Attorney”

The John Hancock 401(k) mformation has been valued as of 12/31/17. | estimated the income and gains on the sale of the 401(k) assets because | could not

obtain that mformation from John Hancock.

As per my broker, the cash value of the Trans America life insurance policies are held by TransAmerica and not a third party intermediary like a bank, Ihave

Universal Life Insurance policies. To the extent the premiums exceed the basic cost of insurance, they are considered to be the cash value of the account but are

left in the company’s general account. The company uses the general account to pay claims, meet policyholder demands and set aside reserves against future

claims as required by various State Insurance Commissioners. The company credits policyholder funds in the general account with interest. The company

guarantees a minimum interest rate but may set the rate higher than the minimum, The interest crediting rates are set annually by management and approved by

the Board,

Part VII Page S Lines 3-10 are IRA assets that were transferred from the Seelaus IRA Brokerage Account to a Regal Wealth Advisors IRA Account.

Part VII Page 7 Lines 37-42 are IRA assets that were transferred from the Seelaus IRA Brokerage Account to a Regal Wealth Advisors IRA Account.

Part VII Page 7 Lines 48 and 49 show the Franklin Income Fund 529 Plans as investments by mistake. The 529 Plans are for my relatives who are not my

dependents.