Christopher J. Panos

J Investment Acct 3

EE Investment Acct — Exempt

VEMAX — Int/Div — Exempt

VMATX — Int/Div — Exempt

VMMXX — Int/Div — Exempt

VTIAX — Int/Div — Exempt

VTSAX — Int/Div — Exempt

529 Plan Account

Vanguard Tot] Int Stk Idx — None — Exempt

Vanguard tot] Stk Mkt Idx — None — Exempt

529 Plan Account 2

Vanguard Tot! Int Stk Idx — None — Exempt

Vanguard tot] Stk Mkt Idx — None — Exempt

EE IRA

VMXX — Int/Div — Exempt

VTIAX — Int/Div — Exempt

VTSAX — Int/Div — Exempt

gE IRA2

VMMXX — Int/Div — Exempt

HEE \\cstport Legacy frust Investment Acct 2

VMMXX — Int/Div — Exempt

FHICX — Int/Div — Exempt

HAHCX — Int/Div — Exempt

ER IRA3

ABDXX — Interest — Exempt

ABDXX — Int/Div — Exempt

ABDXX — Int/Div — Exempt

ABDXX — None — Exempt

ABDXX — None — Exempt

ABDXX — Int/Div — Exempt

ABDXX — Int/Div — Exempt

FDMXX — Int/Div — Exempt

FDMXX — Int/Div — Exempt

ABTL — None — Exempt

ABTL — Int/Div — Exempt

CXDO — None — Exempt

CXDO — Int/Div — Exempt

CXDO — Int/Div — Exempt

CXDO — Int/Div — Exempt

SPLS — Int/Div — Exempt

SPLS — Int/Div — Exempt

Investment Acct 4

FDMXX — Int/Div — Exempt

Investment Account

FDMXX — Int/Div — Exempt

FSDCX — Int/Div — Exempt

FSDCX — Int/Div — Exempt

FDRXX — Int/Div — Exempt

FSLCX — Int/Div — Exempt

FASMX — Int/Div — Exempt

FDFFX — Int/Div — Exempt

FFIDX — Int/Div — Exempt

FLPSX — Int/Div — Exempt

FBGRX — Int/Div — Exempt

FDGRX — Int/Div — Exempt

Boston Private Bank Deposit Account — Interest — Exempt

Bank of America Deposit Accounts — Interest — Exempt

USAA Deposit Account — Interest — Exempt

Baycoast Bank Deposit Accounts — Interest — Exempt

Santander Deposit Account — Interest — Exempt

2014 gl Grantor Trust (no reportable Assets) — Distribution — Exempt

EE Trust (holds snmall interest in Valmare Ine. {private co.) — None — Exempt

BeeHive Trust (no reportable assets) — None

Knubble Trust (no reportable assets) — None

Managing Sharcholder (until September 21, 2015) and Shareholder, Craig and Macauley Professional Corporation (ceased practice 4/30/14, but remained in existence to wind down after that date)

Parmer in Charge (Boston office) (until September 21, 2015), Partridge Snow & Hahn LLP

Trustee (until September 21, 2015), 2014 CM Grantor Trust (no reportable assets)

Trustee, C&M Trust (holds warrants and stock m chent compames issued to shareholders of C&M appear to have limited value - See Part VII)

Trustee, BeeHive Realty Trust (no reportable assets)

Trustee, Knubble Realty Trust (no reportable assets)

Trustee, LMM Westport Legacy Trust (Part VII reportable assets)

President (until September 30, 2015), Acoaxet Club, Inc. (non-profit)

Board Member (ex officio), Acoaxet Club, Ine, (non-profit)

Board Member, Spindle Rock Club, Inc. (non-profit)

Agreement — 112012714 — Agreement Regarding Plan of Liquidation and Wind Down Craig and Macauley P.C. (closed and ceased practicing law 4/30/14 but still distributes to former shidrs)

Agreement — 5115 — Limited contingent guaranty of Boston lease (exp. 5/1/1%) of Partndge Snow & Hahn (former firm) (see Part VI)

Income — 2015 — Income on Account of Partnership Interest (Partridge Snow Habn) (2015 K1-est for 2015 1040 Line 17) — $337.142.00

Income — 2058 — Payments from Craig and Macauley winddown (2015 W-2) — S69 020.88

Income — 2014 — Income on Account of Partnership Interest (Partridge Snow & Hahn) (2014 1040 Line 17) — $290,035.00

Income — 2014 — Income from Craig and Macauley und payments from winddown (2014 1040 Line 7) — $279.555.00

Income — 2013 — Income from Craig and Macauley (2013 1040 Line 7) — $218,290.00

Part 1- - Line 3 -2014 J] Grantor Trust held cash as part of a distribution mechanism. | had no mterest m the cash actually deposited during the time when | was

a Trustee.

Part 111- A - Information obtained from tax returns us indicated. Also received a return of capital of $85,000 from Partridge Snow and Hahn that was not reportable

income for taxes, but was a payment to me.

Part VII - Information taken from 12/31/15 statements (available to be provided).