Michael E. Wiles

Rental Property # 1, Hawaii County, Hawaii — Rent

Rental Property # 2, Hawaii County, Hawaii — Rent

Citibank Accounts — Interest

JPMorgan Chase Account — Interest

Wells Fargo Account — Interest

LaPorte Savings Bank Account — Interest

Equitable Variable Life Insurance - Guar Interest — Interest

Metropolitan Life Insurance Co — Int/Div

Met Life/Fidelity Variable Insurance Products Index $00 Portfolio — Int/Div

Westfield Subsidiary REIT 2 Inc — Int/Div

Talcott Realty 111 Trust — Int/Div

Met Life Policyholder Trust — Int/Div

Morgan Stanley Account — Interest

Brokerage Account #1 (H)

Baron Growth Inst. Shares (BGRIX) — None — Sold

BBH Core Select Fund (BBTEX) — Int/Div

BlackRock Global Allocation Fund (MALOX) — Int/Div — Sold (part)

BlackRock Strategic Muni. Opps. Fund IMAMTX) — Int/Div

Deutsche Int. Term Tax-Ex Fund (SZMIX) — Int/Div — Buy

Fidelity Low Priced Stock (FLPSX) — Int/Div

Fidelity Municipal Money Market (FTEXX) — Interest

Fidelity Spartan Total Market Index (FSTVX) — Int/Div — Sold (part)

Spartan 500 Index Fund (FUSVX) — Int/Div

SPDR S&P Midcap 400 Fund (MDY) — Int/Div — Sold (part)

Tweedy Browne Global Value Fund (TBGVX) — None — Sold

Vanguard Int. Term Tax-Ex Fund (VWIUX)H (XD — Int/Div — Buy

Vanguard Limited Term T/E Fund (VMLUX) — Int/Div

Glenmede Large Cap Core Inst. (GTLIX) — Int/Div — Buy

Wisdom Tree Europe Hedged Equi (HED) ged Bay — None — Buy

Wisdom Tree Europe Hedged Equi (HED) ged Bay — Sold

Deutsche X-trackers MSCI Europe Hedged (DBEL) — None — Buy

Deutsche X-trackers MSCI Europe Hedged (DBEL) — Sold

Fidelity Treasury Money Fund — Int/Div

Brokerage Account #2 (H)

Baldwin Cnty Ala WTS (057845M 29) — Interest

Boston Mass Wir & Swr Comm Rey {1010290K 5) — Interest

Denton County TX (248775R26) — Interest

Denver Colo City & Cuty Sch (249174PC 1) — Interest — Sold

Florida St. Brd Ed Pub Ed (34153PMAY) — Interest

Jeu Fl St. Johns River Pwr Park (466130QJES) — Interest

Kentucky A/L Commn Agv (491 18NEN1) (xX) — Interest

King Cnty WA Sch Dist #411 Issaquah (495224VRT) — Interest

Morgan Stanley US Govt Money Market (DWGXX) — Interest

New York NY City Trans Auth Rev (6497 IMATT) — Interest

New York St. Urban Dev Corp Rev (650035SW9) — Interest

North Kansas City Mo Sch Dist (660266GD3Y) — Interest

Ohio St, Univ (677632Y(9) — Interest

Pearland TX (7048626X4) — Interest

Purdue Univ Ind Univ Revs (746189PGR) — Interest — Sold

Seattle WA Solid Waste Rev (S12702AK4) — Interest

University Houston Tex Univ Rev 1914301 H66) — Interest

University Wash Univ Revs (91523INHSS) — Interest

Valwood TX Imp Auth (920480E15) — Interest

Rockford 111 Waterworks Systems (T7316QZY8) — None — Buy

North Texas St Muni Wir District Ref] (6628312HP) — None — Buy

Corona CA Pub Fin Auth (21969PDT3) — Interest — Buy

Retirement Account £1 (H)

Baron Growth Fund Inst. Shares (BGRIX) (xX) — None — Sold

BBH Core Select Fund (BBTEX) (X) — Int/Div

BlackRock Global Allocation Fund (IMALOXXX) — Int/Div — Sold (part)

Fidelity Contrafund (FONTX) — Int/Div

Fidelity Government Cash Reserves (FDRXX)1(X) — Interest

Fidelity Low Priced Stock (FLPSX) (X) — Int/Div

Fidelity Spartan S00 Index Fund (FUSVX) x) — Int/Div — Sold (part)

Fidelity Spartan Total Market (FSTVX) (xX) — Int/Div — Buy (add'l)

iShares Core S&P Small-Cap ETF (UR) (xX) — None — Sold

SPDR S&P MidCap 400 ETF (MDY) (X) — Int/Div — Sold (part)

SPDR S&P MidCap 400 ETF (MDY) (X) — Sold

Tweedy Browne Global Value Fund (TBGVX) — None — Sold

Glenmede Large Cap Core Inst. (GTLIX) — Int/Div — Buy

BlackRock Strategic Muni Opp (MAMTX) — Int/Div — Buy

BlackRock National Muni Fund Inst (MANLY) — Int/Div — Buy

BlackRock National Muni Fund Inst (MANLY) — Sold

Deutsche Intermediate Tax/Amt Free (SZMIX) — Int/Div — Buy

Vanguard Int Tax/Amt Free Fund (VWIUX) — Int/Div — Buy

Deutsche Managed Muni Fund Inst (SMLIX) — Int/Div — Buy

Deutsche Managed Muni Fund Inst (SMLIX) — Sold

iShares Core S&P 400 Mid Cap ETF (LH) — Int/Div — Buy

Wisdom Tree Europe Hedged Equity ETF (HED) — None — Buy

Wisdom Tree Europe Hedged Equity ETF (HED) — Sold

Deutsche X-Trackers MSC Europe (DBEL) — None — Buy

Deutsche X-Trackers MSC Europe (DBEL) — Sold

Retirement Account £2 (H)

Fidelity Contrafund (FCNTX) — Int/Div

Fidelity Govt Cash Reserves (FDRXX) — Interest

Retirement Account 23 (H)

Baron Growth Fund Inst. Shares (BGRIX) — None — Sold

Fidelity Govt. Cash Reserves (FDRXX) — Interest

Spartan 500 Index Fund (FUSVX) — Int/Div

Glenmede Large Cap Core Fund (FDRXX) — Interest — Buy

Glenmede Large Cap Core Fund (FDRXX) — Sold

Retirement Account #4 (H) “See Part VIII for explanation”

Retired partner/pension nights (1/1/2016 to date), Debevoise & Plimpton LLP

Member, board of trustees ( 1/1/2016 10 date), Soundview Preparatory School

Trustee (1/1/2016 to date), Trust # (not subject to reporting)

Trustee (1/12016 to date), Trust # 2 (not subject to reporting)

Gift — Debevoise & Plimpton LLP (former law firm) — Dinner to honor recently retired partners - see Part VIII — $720.00

Agreement — 17172000 — Cash Balance Plan, Debevoise & Plimpton LLP

Liability — Wells Fargo Home Mortgage — Mortgage on Rental Property # (Pt VIL line 1)

Liability — Wells Fargo Home Mortgage — Mortgage on Rental Property £2 (Pt VIL line 2)

Reimbursement — Rane Buty Td Te Atlanta Chapter — LT eA Tad” Gaba indi discussing "equitable mootiness” — — Wb. peach Mpa ca 4

Reimbursement — Fn Dn i JR Shi Institute — Made iis (pada — the Bench" program at Georgetown Law Center — am gain TT a [RT TE cman CV

Spouse's income — 2016 — Self-employed artist

Part | - Trusts 1 and 2: 1 am the trustee for two grantor trusts set up by a friend for his children. As grantor trusts, all investment decisions are made by the

grantor (my friend) und not by me as trustee. Assets of the trusts are not listed in Part VII because | did not establish the trusts, | have never received and will not

receive any income from these trusts, and 1 never have had, or will have, any beneficial interest in the principal or income of the trusts, I understand based on the

instructions that as a result the assets of the trusts are not reportible,

Parts [1 and 111-A: Income from Debevoise & Plimpton LLP: | continue to receive pension payments from Debevoise & Plimpton LLP pursuant to the firm's

retirement program, and | have a continuing interest in the firm's Cash Balance Plan. | plan to recuse myself from matters in which Debevoise & Plimpton LLP is

counsel.

Part V, Gifts: Debevoise & Plimpton LLP holds dinners to honor recently retired partners. My wife and I attended such & dinner in March 2016. 1 do not believe

this qualifies as a gift for reporting purposes but | am reporting it here m an abundance of caution. | have been informed by Debevoise & Plimpton LLP that the

per-person cost of the event was approximately $360. The reported amount here ($720.00) represents attendance by myself and my wife.

Part VII, Trusts: see the first item sbove with respect to the assets of Trusts | and 2.

Part VII, Rental Properties {items 1 and 2): income reported is gross rental income before deductions for operating expenses, local taxes, management

commissions, condominium and homeowner association fees, and other costs,

Part VII, Equitable Variable Life Insurance (item 7): this reflects investment returns in two variable life insurance policies. The investment option is the

guaranteed interest option. The value at the end of the reporting period reflects cash value, not the potential insurance coverage.

Part VII, Met Life/Fidelity Variable Insurance Products Index S00 Portfolio (item 9): this represents investments that fund premiums in a variable life insurance

policy at Met Life. The income listed is based on reported returns during the relevant period. The value at the close of the reporting period is the cash value of the

investment rather than the potential insurance coverage,

Part VII: items 16-99 are bused on information provided by my financial advisor.

Part VII, item 33; 1 previously listed this as "cash/money market." By way of explanation: when there is cash in this brokerage account it is automatically put in

money market funds, My report for the prior year listed the Fidelity Municipal Money Market (FTEXX) which is where cash was put. T have corrected line 33 to

list the additional fund into which cash had been put at year-end 2016. NOTE: The reports that I received from my financial advisor do not list changes in these

money market account balances as "scquisitions” or “dispositions” because they really are just changes in cush balances in what are the equivalent of brokerage

deposit accounts; of

therwise every change in a cash balance from day to day would have to be listed as an “acquisition” or as a "disposition." For that reason |

did not list “acquisitions” or “dispositions” in lines 21 and 33. Line 33 reflects the total cash balance in the relevant money market account at year end and it also

shows the income received. 1 hope this clarifies und answers the questions about this item,

Part VIL, item 91: My initial report, in 2015, showed four retirement accounts. During 2015 (not long after the filing of my mitial report) | combined two of

the retirement accounts into a single rollover account. My report for the calendar year 2016 listed all of the combined holdings in the rollover account under

"Retirement Account No. 1." | believed that | had deleted any duplicative information from the prior 2015 listings. However, I must have inadvertently failed to

delete the entries from my 2015 report for "retirement account no. 4." The result was that my 2016 report included a repetition of entries from my 2015 report for

an account that no longer existed. All holdings are correctly reflected in this report for 2016.