Stephanie A. Gallagher

IRA #3 (H)

Bank of Ireland (cash) — Interest

Suntrust (cash) — Interest

IRA Z(H)

American Funds, Europacific Growth Fund (AFPGX) — Int/Div — Buy (add'l)

American Funds, Growth Fund of America (AGTHXO — Int/Div — Buy (add'l)

American Funds, New World Fund INEWFX) — Int/Div — Buy (add'l)

American Funds, American Small Cap World Fund (SMCWX) — Int/Div — Buy (add'l)

American Funds, Washington Mutual Investors Fund (AWSHX) — Int/Div — Buy (add'l)

IRA #£2(H)

American Funds, Europacific Growth Fund (AFPGX) — Int/Div

American Funds, Growth Fund America (AGTHX) — Int/Div

American Funds, New World Fund INFWFX) — Int/Div

American Funds, American Small Cap World Fund (SMCWX) — Int/Div

American Funds, Europacific Growth Fund (AEPGX) — Int/Div

American Funds, Growth Fund America (AGTHX) — Int/Div

American Funds, New World Fund INEWFX) — Int/Div

401K) #1 (H)

JPMorgan Smart Retirement 2035 CI RS (SRITX) — Int/Div — Buy

401K) 22 (H)

JPMorgan Smart Retirement 2035 C1 RS ISRIIXHX) — Int/Div

29 #1 (H)

T Rowe Price MD 529 Plan Portfolio 2021 — None

52922 (H)

T Rowe Price MD 529 Plan Portfolio 2024 — None

Dan Gallagher Group LLC (H)

Wells Fargo (cash) (X) (Y)

Symbiont (stock options) (X) — None

MISC HOLDINGS (H)

Goldman Sachs Long Short Credit Strategies Fund Class A (GSAWX) — Int/Div — Sold

Baird Aggregate Bond Fund Class Investor (BAGSX) — Int/Div — Sold

JP Morgan Disciplined Equity Fund Class A UDEAX) — Int/Div — Sold

Secretary/Board Member, Federal Bar Association - Maryland Chapter

Board Member, Institute of Notre Dame

Bowrd Member, Sister's Circle

Spouse's income — 2007 — Self-emploved (consultant)

Our personal accounts at Citibank and Wells Fargo became unreportable during a prior reporting period and therefore are omitted from this filing.

Part VII: Holdings in IRAs #1-3 were listed cumulatively in 2016, but they have been split in 2017 for ease of reporting. As a result of this formatting

change, multiple entries in this report correspond to single line items in the 2016 report. There were no reportable transactions for these holdings.

Part VII: In this report, Dan Gallagher Group, LLC is listed as a header instead of a holding. Reportable assets of this consulting company are identified

separately.

Part VII, Column B: Lines reflecting no income are so reported because none was attributed to those particular holdings during the reporting period, whether

taxable, tax exempt, or tax deferred, or because the investments do not allocate income to individual holdings, but mstead are credited only in unit value, per

page 42 of the filing instructions.