Marilyn D Go

CMA at Citibank, N.A — Interest

Andeavor , [k/a Tesoro Petroleum {common stock) — Int/Div

Brokerage Account 21 (IRA - stock)

Bristol Myers Squibb Co. (common shares in IRA) — Int/Div

ChevronTexaco Corp. (common stock in IRA) — Int/Div

Exxon Mobil Corp. {common stock in IRA) — Int/Div

A Frontier Communications Corp. (common stock) — Int/Div

Hawaiian Electric Industries Inc. (common stock in IRA) — Int/Div

Hewlett Packard Enterprise {common stock in IRA) — Int/Div

HP Inc. (common stock in IRA) — Int/Div

Microsoft (common stock m IRA) — Int/Div

Raytheon (common stock m IRA) — Int/Div

Vernzon Communications (common stock m IRA) — Int/Div

Morgan Stanley Private Bank Deposit Prog (for uninvested funds in IRA) — Interest

New Combined Account (previously Brokerage Acct, #2 and #3 — S

Alliancebernstein Holding L.P. (common stock) — Int/Div

AT&T (common stock) — Int/Div

Becton Dickemson & Co. (common stock) — Int/Div

Blackstone Group LP {common stock ) — Int/Div

Boeing (common stock) — Int/Div

Bristol Myers Squibb Co. (common stock) — Int/Div

Chevron Corp. {common stock) — Int/Div

Church & Dwight Co Inc. (common stock) — Int/Div

Exxon Mobil Corp. (common stock) — Int/Div

Glaxosmithkline PLC ADR (common stock) — Int/Div

Hawaiian Electric Indusctries, Inc. (common stock) — Int/Div

Intel (common stock) — Int/Div

KKR & Co LP (common stock) — Int/Div

Lockheed Martin Corp. (common stock) — Int/Div

Lvondellbasell NV Cl-A(common stock) — Int/Div

Merck & Co. Inc. New (common stock) — Int/Div

Pepsico Inc NC (common stock) — Int/Div

Phizer Inc. (common stock) — Int/Div

PPG Inductries Inc. (common stock) — Int/Div

Pruinesky Rty Ltd (PREKF) — Int/Div

Quality Care Properties Inc. (OCP) — Int/Div

Unilever NV NY Sh New (common stock in IRA) — Int/Div

Verizon Communications (common stock in IRA) — Int/Div

Walt Disney Co Holdg Co (common stock in IRA) — Int/Div

Wells Fargo & Co. New (common stock in IRA) — Int/Div

Morgan Stanley Bank Deposit Prog (for uninvested fds in KEOGH) — Int/Div

Apple Inc. (common stock) — Int/Div

American Electric Power Co, Inc. {common stock) — Int/Div

Canadian Natural Resources Ltd. (common stock) — Int/Div

Chubb Corp. (common stock 1in KEOGH) — Int/Div

Conoco Phillips (common stock in KEOGH ) — Int/Div

Con Edison Inc. (common stock) — Int/Div

Enterprise Products Prins LP (EPD) — Int/Div

HCP Inc. (New) (common stock) — Int/Div

Hess Corporation (common stock) — None — Sold

LP. Morgan Chase & Co. {common stock) — Int/Div

Johnson & Johnson (stock) — Int/Div

McDonalds Corp. {common stock) — Int/Div

Nextera Energy (common stock in KEOGH) — Int/Div

Oracle (common stock in KEOGH) — Int/Div

Royal Dutch PTLM (NY registrty shares in KEOGH) — Int/Div

Schlumberger Ltd. (stock m KEOGH) — Int/Div

Transocean Ltd (RIG) — Int/Div

Welltower Inc. (common stock m KEOGH) — Int/Div

PDR Servs. LLC: SPDR Dow Jones Indl Avg ETF (equity portfol) — Int

Barclays Glob Fd Advises: 1Shares TR Dow Jones Sel Div Ind — Int/Div

Barclays Global Fd Advisrs: 1SharesRussell 2000 Index Fd — Int/Div

PDR Services LLC: SPDR S&P ETF Trust {equity portfolio) — Int/Div

Bridge Debt Intl 11 — Distribution — Buy — note 1, Pt. VII

End of New Combmed Account

Nanox Imaging Lid — None — note 2, Pt. VII

Stone Israventures LLC — None — Buy (add'l)

Softbank Technology Ventures, L.P (limited ptoership int.) — None

rental income from unit in Kings County. New York — Rent

Brokerage Account #4 (IRA mutual funds)

American Funds: American Fds Growth Fund of America (IRA) — Int/Div — Sold (part)

Blackrock Inc.: Blackrock Equity Dividend Fund — Int/Div — Sold (part)

Columbia Management Funds: Columbia Acorn Fund Class A (IRA) — Int/Div

Federated Funds: Federated Kaufman Fund Class A (IRA) — Int/Div

First Eagle Funds: First Eagle Global Fund Class A (IRA) — Int/Div

Loomis Sayles Funds: Loomis Sayles Bd Fd Class Retail (IRA) — Int/Div — Buy (add'l)

MFS: MFS Bond Fund A (IRA) — Int/Div — Buy (add'l)

MFS: MFS Research Fund Class A (IRA) — Int/Div — Buy (add'l)

Parnassus Investments: Parnasus Equity Income Fund — Int/Div — Sold (part)

Pimco Funds: Pimco Real Return Fund Class A (IRA) — Int/Div — Buy (add'l)

Royce Special Equity Fund (IRA) — Int/Div

Victory Capital Management Inc.: Victory Estab. Value Fund — Int/Div — Sold (part)

Virtus Funds: Virtus Multi-sector Short Term Bond Fun (IRA) — Int/Div

end of Account #4

Account #5 (closed 2016)

Account £6 (college fund)

American Funds : AMCAP FUND A {college trust fund) — Int/Div — from line 88) — note 3, Part VII

American Funds : AMCAP FUND CLASS 529C (college trust fund) — Int/Div — Sold (part) — note 3 & 4, Part vii

American Funds : American Mutual Fund Class $29C — Int/Div — Sold (part) — note 5, Part VII

American Funds: Capital World Growth & Income WGI A — Int/Div — from line 91) — note 3

American Funds: Cap Wrld Grwth & Inc (coll trust fd) (name corr'ted) — Int — Sold (part) — note 3 & 4, Part vi

American Funds : EuroPac Growth Fund of America Class 529C — Int/Div — Sold (part) — note 4, Part VII

American Funds: Washington Mutual Investors WMIF A — Int/Div — from lime 94) — 3

American Funds: Washington Mut Investrs Fd (college tr fd) — Int/Div — Sold (part) — note 3 & 5, Part vil

American Funds: The Income Fd of Amer IFA A (college tr fd) — Int/Div — from line 96) — note 3

American Funds: Income Fund of America IFAC — Int/Div — Sold (part) — note 3 & 4, Part vi

American Funds: Bond Fund of America BFA A — Int/Div — from lime 98) — note 3, Part VII

American Funds: The Bond Fund of Amer {college tr fd) — Int/Div — Sold (part) — note 3 & 4, Part vii

American Fds: Grwth Fd of Amer ¢l 529¢ (collge trust fd) — Int/Div — Sold (part) — note 5, Part VII

Account #7

American Century Inv. : Centuury Heritage Funds — Int/Div

American Funds: Growth Fund of America Class F — Int/Div

Dreyfus: Dreyfus Small Company Value Fund — Int/Div

First Eagle: FE Overseas Funds — Int/Div

Franklin Templeton Investments: FT Mut Glob Disev Fd C1 A — Int/Div

GAMCO Investors: Gabelli Equity Inv Fund C1 A — Int/Div

MFS: MFS Value Fund Class A — None

Oppenheimer Funds: Oppenheimer Dey Mrkts FACIL A — Int./y

Royce: Rovee Special Equity Fund — Int/Div

Virtus Funds: Virtus Contrarian Val Fund CI 1 — Int/Div

Virtus Funds: Virtus Multi-Sector Short Term Bd Fund C1 — Int/Div

WellsFargo: WF Ad vantage Growth Fund — Int/Div

Baring Global Credit Inc Opp Fund Class A. formerly Babson GI Cred 10F — Inv

Baring Global Floating Rate Fund Class A, formerly Babson Glob Fl Rt — Int/Div

John Hancock: John Hancock NY Tax Exmpt FCI A — None

JP MorganStrategic Inc. Fund — Int/Div

Loomis Sayles Strategic Income Fund Class A — Int/Div

Lord Abbett Total Return Fund Class A — Int/Div

Pimco Funds: Pimco Real Return Fd C1 A — None

BlackRock Funds: Blackrock Glob Alloctn Fd Inc A — Int/Div

Yacktman Asset Mgt: Yacktman Fund Service — Int/Div

UBS Bank USA Deposit Acct (for uninvested funds) — Int/Div

end of account #7

Chase Bank accounts — Interest

Empower Retirement: Key Guaranteed Portfolio Fd — Int/Div — Distnbuted — note 6, Pt VIL

Account £ 8 (new retirement fund) — “.

Guggenheim Investments: Guggenheim Macro Opportunities Fund 1 — Int/Div — Buy

Vanguard Group, Inc.: Vanguard S00 Index Fund Admiral Series — Int/Div — Buy

end of account #8

PowerMat Ltd — None

Wellsense, Inc., formerly Enhanced Surface Dynamics Ine. — None — note 7, Part VIII

Account 29 (Roth IRA I) — note 8. Part VII

SPDR S&P 500 ETF (SPY) in Morgan Stanley Roth IRA — Int/Div — Buy (add'l) — "

Morgan Stanley Bank, NA — Interest — “n

end of account 29

Ad Hoc Investors LLC — None — Buy (add'l) — corrected)

Account 210 (Roth IRA II) — from acct #9)

SPDR S&P 500 ETF (SPY) in Morgan Stanley Roth IRA — Int/Div

Morgan Stanley Bank, N.A — Interest

end of account #10

Mt Auburn IstaVet L.L.C — None — Buy — placement

Espro Information Technology Ltd — None — Buy — placement

Spouse's income — 2017 — Self-employed lawyer (partner in law practice)

1. Part VII, line 64 (Bridge Debt II International Funds). The Bridge Debt 11 International Funds is a real estate investment partnership run by Bridge Investment

Group Funds, The first capital call was made on 1/30/2017, as reported. Four additional capital calls were made on 7/25/2017, 9/18/2017, 1026/2017 and

12/15/2017. The amount reposted reflects the aggregate capital contributions made in 2017.

2. Part VIL line 66 (Nanox Imaging Ltd.) As previously reported, interests in Nanox are held in three separate brokerage accounts, two of which are for separate

trusts, The amount reported is for the combined value of the investments based on the amount of the investment.

3. Part VIL lines 87, £8, 90, 91, 93, 94, 95, 96, 97 & 98 (partial conversion of mutual funds held in Account #6 from Class C to Class A funds). These are mutual

funds held in a college savings plan administered by American Funds. Pursuant to a policy of American Funds that became effective December 1, 2017, shares

in Class C funds held for more than ten years automatically convert to Class A shares before the end of their 10-year anniversary month. Thus, in December

2017, some of the shares in the Class C funds described on lines 88, 91, 94, 96, and 98 automatically converted into the Class A shares in the funds described on

lines 87, 90, 93, 95 and 97, respectively. In addition, because there were partial sales in 2017 of all of these Class C funds (and all other funds originally held in

Account #6) , the transactions have been thus been listed as sules, as further described in notes 4 and 5. 1 have categorized the new converted Class A funds as

having been acquired as spin-offs, which, | think, more closely describes the conversion of shares in the five Class C funds that that occurred. (Please note: In

this amended report, | moved the Class A fund originally reported on line 90 to line 97 so that this fund would be on the line next to the class C fund from which

the shares were converted).

4. Part VIL lines 88, 91, 92, 96 and 98 (partial sales of mutual funds m Account # 6) . Besides the reported sales on 7/31/2017 of each fund, two additional sales

were made on 11/30/2017 and 12/15/2017. The reported amount is the aggregate value of the sales and gains for each fund. All of the individual transactions

involved amounts within value code "1." The gains were determined based on the total contributions made at the time of sale, rather than on a FIFO method,

because the contributions into the funds were made over an extended period of time.

5. Part VIL lines 89, 94 and 99. (partial sale of mutual funds in Account # 6). Besides the reported sale on 7/31/2017 of each fund, one additional sale was made

on 11/30/2017. The reported amount is the aggregate value of the sules and gains for each fund. All of the individual transuctions involved amounts within value

code "J." The gains were determined based on the total contributions made at the time of sale, rather than on a FIFO method, because the contributions into the

funds were made over an extended period of time.

6. Part VIL, lines 125-129. (transfer of funds in Empower Retirement to new retirement account). All of the funds in Empower Retirement were transferred in

March 2018 to a retirement plan administered by my spouse's employer and the proceeds invested in the investments now listed in Account No. 8 on lines 127 and

128. Additional employee contributions totalling $24,000 were made on 10/17/2017 into the two funds listed.

7. Part VII, line 131. (Wellsense, Inc.) As previously reported, interests are held in three separate brokerage accounts, two of which are for separate trusts. The

amounts reported are for the combined values of the investments.

8. Part VILL, lines 132-134 (Account #9, Roth IRA 1). To clarify, the fund reported on line 133, which was previously reported simply as a Roth IRA Account (see

Financial Disclosure Report for 2016, Part VII, In. 147), is now listed as an investment in a newly created Account #9 so that unused funds now held as cash in the

#ecount can be reported,