Roberta A. Colton

Opp. Dev. MKU/ODVYX — None — Sold

Bank of America Accounts — Interest

Ally Bank CD — Interest

Northern Trust Account — Interest — Closed

Vanguard Retirment Fund 2025 — Int/Div

Vanguard Admiral Fund — Int/Div

Vanguard Ltd. Municipal Fund — Int/Div

UBS Money Mkt. Account — Interest — Closed

Boeing Stock — Int/Div — Sold

Nextera Energy Stock — Int/Div — Sold

Eaton Vance Nat'l Municipal IncomeFund — Int/Div — Sold

IBM Stock — Int/Div — Sold

Templeton Global Income Fund — Int/Div — Sold

Walt Disney Stock — Int/Div — Sold

Comcast Stock — Int/Div — Sold

Shwab Money Mkt. Account — Interest

Vanguard Wellsley Fund - IRA — Int/Div

Charter Comm — None — Sold

Morley Stable Value Fund - Trenam 401(k) — None — Sold

Metro West titRtn Bond Fund 1- Trenam 401K) — Int/Div — Sold

Am. Fds Bal. RS Fund - Trenam 401(k) — Int/Div — Sold

Amazon Stock — None — Sold

AT&T Stock — Int/Div — Sold

Avis budget Stock — None — Sold

Charles Schwab Corp. Stock — Int/Div — Sold

CSCO — Int/Div — Sold

Express Scripts Stock — None — Sold

Intel Stock — Int/Div — Sold

McKesson Stock — Int/Div — Sold

Oracle Stock — Int/Div — Sold

Phizer Stock — Int/Div — Sold

Time Wamer Cable Stock — Int/Div — Sold

Time Wamer Inc. Stock — Int/Div — Sold

Wyndham Workwide Stock — Int/Div — Sold

Baron Asset Fund — Distribution — Sold

Janus Global Research Fund — None — Sold

Schwab Core Equity Fund — None — Sold

Touchstone Focused Fund — None — Sold

Eaton Vance Total Rate Advantage Fund — Int/Div — Sold

T. Rowe Price Rtmt. 2020 Fund- Trenam 401K) — None — Sold

Vanguard TI Stk Mkt Indx. Adm Fund Trenam 401(k) — Int/Div — Sold

Vanguard Sel. Value Inv. Fund - Treanm 401K) — None — Sold

Am Fds EuroPacific Grth R6 Fd - Trenam 401K) — None — Sold

Vanguard Variable Amnuity- Equity Index — Int/Div

Vanguard Variable Anmuity - Balanced — Int/Div

Vanguard Vanable Anmty- Growth — Int/Div

Vanguard Vanable Annuity-Money Market — Int/Div

Vanguard Variable Ammuity - Equity Income — Int/Div

Fifth Third Bank- HSA — Interest

UBS - IRA - MM — Int/Div — Closed

Artisan Intl Value Fund — Distribution — Buy

Artisan If] Value Fund — Int/Div — Buy

Artisan Int'l Value Fund — None — Sold

Vanguard Total Int'l SIK'VTIAX — Int/Div — Buy

Vanguard Total Int'l Stk/VTIAX — None — Sold

Vanguard Total Bond/VBTLX — Int/Div — Buy

Vanguard Total Bond/VBTLX — istrnibution — Sold

Opp. Dev. MKUODVYX — Int/Div — Buy

Harbor International HAINX — None — Buy

Harbor International HAINX — Int/Div — Sold

Vanguard Small Cap Inx/VSMAX — Int/Div — Buy

Vanguard Short Term mfl/VTAPX — Int/Div — Buy

Vanguard Total Sk. Index — Int/Div — Buy

Vanguard Total Stk. Index — None — Buy (add'l)

Vanguard Total Sik. Index — None — Buy (add'l)

Vanguard Total Stk. Index — None — Buy (add'l)

Westwood Inc.Oppty Fund — Int/Div — Buy

Westwood Inc. Oppty Fund — Distribution

Vanguard REIT Index — Int/Div — Buy

Deutsche Global Infrastructure Inst — None — Buy

Deutsch Global Inrastructure Inst — Int/Div — Buy (add'l)

Baird Short Term Bd. Inst — None — Buy

Eaton Vance Floating Rate Adv, — Int/Div — Buy

Oakmark Int'l Sm. Cap Fund — Int/Div — Buy

Oakmark Int'l Sm. Cap Fund — Distribution

Seafarer Overseas Gwth. & Inc. Fund Inst — None — Buy

Van Eck Global Hard Assets Fund CL — Int/Div — Buy

Van Eck Global Hard Assets Fund CL — None — Buy (add'l)

Van Eck Global Hard Assets Fund CL — None — Buy (add'l)

Metro West Total Return Bd. Fund — Int/Div — Buy

Metro West Total Return Bd. Fund — None — Buy (add'l)

Templeton Total ReturnAdy — Int/Div — Buy

FMI Int'l FB — None — Buy

Loomis Sayles Strat. Inc. Fund — Int/Div — Buy

Looms Sayles Strat. Inc. Fund — Distribution

Vanguard Total St. Index — None — Buy (add'l)

President/Board of Trustees, Hillsborough County Bar Foundation

Executive Committee, Trenam Law Firm (Jan 1, 2016 - Mar. 31. 2016)

Agreement — 03/312016 — Retum of Capital from Former Law Firm - Trenam Law and R.A. Colton -$41,372 pavable over two years

Agreement — 2016 — 401k) Plan with Former Law Firm

Reimbursement — Jacksonville Bar Assocution — Aug. 25-26, 2016 — Jacksonville, Florida — Semmar — Hotel, Dinner and Transportation

Reimbursement — Florida Bar - Businsess Law Section — Nov, 1:2. 2016 — Miami, Florida — Sermmar-View From the Bench — Hotel, Dinner and Transportation

Income — 2016 — Compensation from former firm - Trenam Law — $51,250.00

Income — 3/3172016 — Return of Capital from former firm - Trenam Law — S15.000.00

Part VIL.

Note 1: Liquidation of 401(k) Plan. In August 2016, | liquidated the 401(k) plan that | had with my former law firm for over 30 years. 1 have been advised that

the Plan Administrator for the 401(k) Plan does not account or keep records on contributions and earnings that could be used to calculate gains. 1am sure there

are significant gains, but the information is not available to calculute them. Accordinly, I have left column D(4) blank for Lines 18-20 and 39-42.

Note 2: Where a fund has multiple Line entries (to indicate additional purchases or sules), | have reflect 2016 eamings for the fund as whole in just one of the

Lines, The remaining Lines for that fund reflect "None" in column B{2)

Note 3: Liquidation of Individual Stock Holdings. Also, in August 2016, I also liquidated ull of my individual stock holdings. A number of the stocks and funds

sold actually were at a loss. In that event, | still used the value "A". Stocks sold with a value of less than $1,000 are not included m this form.

Responses to Two Inquiries from the Committee on Financial Disclosures, dated May 26, 2017:

INQUIRY: Part VII, listing "CSCO" does not appear on prior (2015) report.

RESPONSE: | misindentified this stock in my 2015 report. "Comcast" is listed twice, first on line 14 and again on line 25 of my amended 2015 report dated July

26, 2016. One of the entries should have been designated “CSCO.” The information for both stock is the same.

INQUIRY: Part VII, line 52 "Artisan Int'l Value Fund” does not appear on the prior (2015) report.

RESPONSE: The Artisan Int'l Value Fund shares were purchased during the 2016 reporting period, not during the prior reporting period. The purchases and

dates of purchase are reflected on lines 50 and 51 of this report. The shares were sold later in this 2016 reporting period, as reflected on line 52.