Christopher J. Panos

ABTL — None

CXDO — None

XLRE — Int/Div

FIEXX — Int/Div

FZBXX — Int/Div

S10.

Investment Acct 4

FDMXX — Int/Div

CIP Investment Acct

VEMAX — Int/Div

VMATX — Int/Div

VMMXX — Int/Div — Sold (part)

VTIAX — Int/Div

VTSAX — Int/Div

529 Plan Account

Vanguard Tot] Int Stk Idx — None — Buy (add'l)

Vanguard tot] Stk Mkt Idx — None — Sold (part)

529 Plan Account 2

Vanguard Tot! Int Stk Idx — None — Sold (part)

Vanguard tot] Stk Mkt Idx — None — Buy (add'l)

CIPIRA I

VMXX — Int/Div

VTIAX — Int/Div

VTSAX — Int/Div

CIPIRA2

VMMXX — Int/Div

CJP Inv Acct 2/ LMMWL Trust Acct

VMMXX — Int/Div

FHICX — Int/Div

HAHCX — Int/Div

CIPIRAZ

ABDXX — Interest

"nM.

VGK — Int/Div

VOO — Int/Div

VFH — Int/Div

CIP Investment Acct 3

SPAXX — Int/Div

FDMXX — Int/Div — Sold (part)

FDMXX — Sold (part)

FDMXX — Sold (part)

FDMXX — Sold (part)

XLF — Int/Div

Investment Account Sk

FDMXX — Int/Div

FSDCX — Int/Div

MSI — Int/Div

FDRXX — Int/Div

FSLCX — Int/Div

FASMX — Int/Div

FDFFX — Int/Div

FFIDX — Int/Div

FLPSX — Int/Div

FBGRX — Int/Div

FDGFX — Int/Div

Boston Private Bank Deposit Account — Interest

Bank of America Deposit Accounts — Interest

USAA Deposit Account — Interest

Baycoast Bank Deposit Accounts — Interest

Santander Deposit Account — Interest

2014 CM Grantor Trust (no reportable ASSETS) — None

CM Trust (holds snmall interest in Valmare Ine. (private co.) — None

BeeHive Trust (no reportable assets) — None

Knubble Trust (no reportable assets) — None

Board Member, Spindle Rock Club, Inc

Trustee, LMM Westport Legacy Trust (personal/family investment accts)

Trustee, Knubble Realty Trust (personal/family real estate)

Trustee, BeeHive Realty Trust (personal/family real estate)

Trustee, C&M Trust

Agreement — 11211214 — Agt. Re. Plan of Liquidation and Winddown Craig and Macauley PC (ceased practicing law 4/30/14, but still could distribute to former shareholders). No 2017 dist

Reimbursement — American Bankruptcy Institute — July 20 - 23, 2017 — Newport, RI — Speak at Northeast Conference — Hotel room and meals provided

Part 1 -

Line 2 - LMM Legacy Trust is a family trust that holds investment accounts that are reported in Part VII,

Line 3 - Knubble Trust owns an interest in non-income producing undeveloped family land

Line 4 - BecHive Realty Trust owns non-income producing family home

Line 5 - CM Trust see Part VII, Line 69

Part VII-

Reinvested Dividends are reflected as income and in the total value.

Lines 33, 44, 45, 46 - these reflect what appear to be money market/cash/clearing accounts ("XX designation ) that | did not open, but were opened by brokerage

as subparts of "Core Account” for cash equivilent holdings. The dates used were an attempt to identify the first statements where these holdings occured. They

were not reported by the brokerage as "transactions” in 2016. 1 have reported them as “opened” in 2016, This is how the brokerage has explained it to me after

inquiry.

Line 34 reflects "sales" in 2017 that were withdrawals from FDMXX which is a money market account (5/30/17, 822/17, 12/7/17, and 12/18/17).

Line 68 - C&M Grantor Trust - T understand that this grantor trust (related to the windown agreement referenced in Part 11, Line 1) had no assets as of 12/31/16, but

could be further funded in relation to the winddown. There have been no distributions since 2016.