Ursula Mancusi Ungaro

Miami Federal Credit Union Cash Account xX) — Interest

Formeriy:MetLile Advantage 3 Annuity Now: Brighthouse Vintage 3 (H)

American Funds Growth Fund — None

ClearBridge Variable Aggressive Growth Portfolio — None

ClearBridge Variable Dividend Strategy Portfolio — None

Hamris Oakmark International Portfolio — None

JPMorgan Small Cap Value Portfolio — None

Now: Brighthouse/Aberdeen Emerging Markets Equity Portfolio — None

MFS Value Portfolio (Class A) — None

Neuberger Berman Genesis Portfolio — None

Templeton Foreign VIP Fund — None

Western Asset Management Strategic Bond Opportunities — None

Meg Green Account - SA Stone/Sterne Agee (Hy

Formely: Sterne Agee Insured Now: SA Stone/Sterne Agee Master Act — Interest

Jea Fla Elec Sys Rev Bond — None — Sold

Regional Transn Dist Fastracks Proj Bond — Interest

Texas St Bond — Interest

PA St Higher Ed Auth Rev Bond — Interest

Edgewood Tex Indpt Sch Dist Be Bond — Interest — Sold

Ivy Tech Cnty Ind Bond — Interest

King Cnty Wash Sch Dist No 409 Bond — Interest — Sold

King Cnty Wash Swr Rev For — Interest

Mesa Cnty Vy Sch Dist No Bond — Interest

New York St Dorm Auth Sales Ta Bond — Interest

Oregon St For Issues Did Prior Bond — Interest

Snohomish Caty Wash Pub Util D Bond — Interest

West Virgima St Wir Dev Auth Bond — Interest

Wisconsin St Health & Ed! Bond — Interest — Sold

New York St Dorm Auth St Bond — Interest

Phoemx Ariz Civic Impt Cor Bond — Interest

DFA US Core Equity Fund — Int/Div

DFA US Large Company Fund — Int/Div — Sold (part)

DFA US Large Company Fund — Int/Div — Sold (part)

DFA US Small Cap Fund — Int/Div — Sold (part)

DFA International Small Company Fund — Int/Div — Sold (part)

DFA Emerging Markets Small Cap Fund — Int/Div

DFA S$ Year Global Fixed-Income Fund — Int/Div — Sold (part)

Hurst Euless Bedford Tex Bond — None — Buy

Maricopa Cuty Ariz Sch Dist Bond — Interest — Buy

Reedy Creek Impt Dist Bond — Interest — Buy

Vanguard Total International Bond Fund — Int/Div — Buy

West Lafayette Ind Sch Bldg Bond — None — Buy

HSBC Premier Savings Account — Interest — Open

Part VII Line 2 (H): Brighthouse Vintage 3 formely reported as MetLife Advantage 3. On March 6, 2017, MetLife separated its U.S. retail business. The separated

business launched Brighthouse Financial, Inc. - an independent company that is no longer a part of MetLife.

Part VII Lines 3-12: The funds reported at Part VII, Lines 3-12 comprise the annuity reported at Line 2. Breakdown of income per fund in the annuity is not

available.

Part VII Lines 8: Brighthouse/ Aberdeen Emerging Markets Equity Portfolio formely reported as Met/Aberdeen Emerging Markets Equity Portfolio. This was a

result of the spin-off from Metlife, now known as Brighthouse Financial, Inc.

Part VII Line 13 (H): | added a header to delineate the institution where the funds are held for the account previously reported. Meg Green is an independent

wealth management firm that has its assets custodied at SA Stone Wealth Managment, Inc. INTL FC Stone Financial Inc. underwent a merger with its its wholly

owned subsidiary Sterne, Agee & Leach, Inc. ("Sterne Agee") in July 3,2017. On October 2017 Sterne, Agee & Leach, Inc. ("Sterne Agee") changed its name to

SA Stone Wealth Management, Tne.

Part VII Line 14: Meg Green SA Stone/Sterne Agee Master Account was formely reported as Sterne Agee Insured/Deposit Program, but it is the same market

account. This was due to the merger of INTL FC Stone Financial Inc. and Stern, Agee & Leach, Inc.

Part VII Lines 15, 38 & 42: No income generated from these positions for 2017 due to the time period purchased/sold since they are bonds.

Part VII Line 43: on December 11, 2017, I sold my residence. a condominium in Miami Florida. | Thereafter deposited all of the sale proceeds in the HSBC

Premier savings account.

Additional Explanations: Although not required, 1am reporting the following: Town a 1, 1% limited partnership interest in Mt. Blue Ltd. Parmers which owns

2.73% interest in another entity, the Shopping Center Partnership. 1 did not report this interest until 2010 because, during my entire tenure, it has never had a value

of $1,000 or more. In other words, there has not been a secondary market for my interest at any time during my service as a Disict Judge. However, it carries the

potential for a tax lability (the amount of which and timing | cannot predict). Although | am not obligated to report this interest as an asset | am continuing to

report it in an abudance of caution because | am concerned that some tax liability could arise in connection with this interest. It should be noted, however that |

have no information from the general partner and no information regarding the partnership from any other source. that suggests any current tax liability exposure.

am relying simply on my knowledge of current economic conditions, my undestanding of the tax liabilities that can be associated with limited partmership interests

gernerally and my knowledge of the history of these entities.