Mark D. Houle

Vanguard Intermediate Term Bond Fund (Rollover IRA #1) — Int/Div

Vanguard Intermediate Term Bond Fund {Roth IRA #2) — Int/Div

Vanguard Money Market — Int/Div

Wells Fargo Checking and Savings — Interest

Chase Checking and Savings — Interest

CA Scholarshare 529 Passive Age Based Portfolio. # 13-14 - 2040 — Int/Div

CA Scholarshare 529 Passive Age Based Portfolio, # 11-12 - 2939 — Int/Div

Trustee, The pm Trust dated as of December 7, 2005

Part 1.2: The only asset of the JI Trust was

+ which is not required to be reported pursuant to

the filing instructions, and which was sold on or about July 19, 2016, as part of a marital dissolution,

Part VII:

California Scholarshare, the administrator of 529 #1 and 529 #2 listed in rows 17 and 18, does not report dividends, only change in value. That is the amount

listed in box 17B(1) and 18B(1). Also, in preparing the 2017 report, reporting individual noticed an error in the asset description in boxes 17(A) and 18(A) in the

amended 2016 report filed March 31, 2018. In that report, box 17(A) should read "CA Scholarshare Passive Age Based Portfolio, # 13-14 - 2940", and box I8(A)

should read "CA Scholarshare Passive Age Based Portfolio, # 11-12 - 2939". The information listed erroncously refers to the 2018 asset classes.

The reported Wells Fargo and Chase Checking and Savings Accounts are of reporting individual only and exclude accounts of ex-wife pursuant to marital

dissolution. Date of separation is January 31, 2016, and effective date of divorce is March 19, 2018.