Christopher Sontchi

WSFS Bank — Interest

DEXSTA Federal Credit Union — Interest

Brokerage Account #1 — None

529 Plan #1

John Hancock, Freedom $29 College 2W132016 — None

529 Plan #2

John Hancock, Freedom 529 College 2017-2020 — None

IRA #)

RJ Bank Deposit Program — Interest

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

Deutsche Global Real Estate Securities Fund — Int/Div — Sold (part)

Wells Fargo Advantage International Value Fund — Int/Div — Buy (add'l)

MFS Research Fund — Int/Div — Buy (add'l)

AMG River Road Small Cap Value Fund — Int/Div

Columbia Acorn International Fund — Int/Div — Sold

Prudential Jennison Mid Cap Growth Fund — Int/Div — Sold

JP Morgan U.S. Large Cap Core Plus Fund — Int/Div — Buy (add'l)

JP Morgan U.S. Large Cap Core Plus Fund — Buy (add'l)

John Hancock Disciplined Value Fund — Int/Div

JP Morgan Mid Cap Value Fund — Int/Div

Brown Advisory Growth Equity Fund — Int/Div — Sold (part)

Brown Advisory Growth Equity Fund — Buy (add'l)

MFS International Growth Fund — Int/Div

AMG Times Square Small Cap Growth Fund — Int/Div

Virtus Emerging Markets Opportunities Fund — Int/Div — Sold (part)

Virtus Emerging Markets Opportunities Fund — Sold

AQR Managed Futures Strategy Fund — Int/Div — Sold (part)

Baird Aggregate Bond Fund — Int/Div — Sold (part)

Clarkston Partners Fund — Int/Div

Metropolitan West Total Return Bond Fund — Int/Div

Hartford Mid Cap Fund — Int/Div — Buy

Lazard Emerging Markets Equity — Int/Div — Buy

Victory Trivalent International Small-Cap Fund — Int/Div — Buy

Victory Trivalent International Small-Cap Fund — Buy (add'l)

IRA #2

Fidelity Investments, Fidelity Overseas Fund Mutual fund — Int/Div

RJ Bank Deposit Program — Interest

IRA #43

RJ Bank Deposit Program — Interest

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

Deutsche Global Real Estate Securities Fund Securities — Int/Div

Wells Fargo Advantage International Value Fund — Int/Div

MFS Research Fund — Int/Div

AMG River Road Small Cap Value Fund — Int/Div

Columbia Acorn International Fund — Int/Div — Sold

Prudential Jennison Mid Cap Growth Fund — Int/Div — Sold

JP Morgan U.S. Large Cap Core Plus Fund — Int/Div — Buy (add'l)

John Hancock Disciplined Value Fund — Int/Div

JP Morgan Mid Cap Value Fund — Int/Div — Sold (part)

Brown Advisory Growth Equity Fund — Int/Div

MFS Intemational Growth Fund — Int/Div

AMG Times Square Small Cap Growth Fund — Int/Div

Virtus Emerging Markets Opportunities Fund — Int/Div — Sold

AQR Managed Futures Strategy Fund — Int/Div

Baird Aggregate Bond Fund — Int/Div

Clarkston Partners Fund — Int/Div

Metropolitan West Total Return Bond Fund — Int/Div

Hartford Mid Cap Fund — Int/Div — Buy

Lazard Emerging Markets Equity — Int/Div — Buy

Victory Trivalent International Small-Cap Fund — Int/Div — Buy

Victory Trivalent International Small-Cap Fund — Buy (add'l)

IRA #3

Fidelity Investments, Fidelity Overseas Fund Mutual fund — Int/Div

RJ Bank Deposit Program — Interest

401(K) Plan £2

Franklin Templeton Inv., Franklin Income Fund — Int/Div — Sold

The Hartford, Hartford Capital Appreciation Fund — Int/Div — Sold

Henderson International Opportumties Fund — Int/Div — Sold

Quaker Funds, Quaker Strategic Growth Fund — Int/Div — Sold

Henderson European Focus Fund — Int/Div — Sold

JH LS Grow Active Strategy Fund — Int/Div — Buy

Nationwide Flexible Prem. Variable Universal Life Policy #1

NW NVIT Inv Dest Ager 11 — None

Nationwide Flexible Prem. Variable Universal Life Policy #2

NW NVIT Inv Dest Ager 11 — None

Liability — Wachovia Educaon Services — Spouse's Educanon Loan

Reimbursement — INSOL International: Annual } Regional Conference — 012572016 01272016 — Dubai, Umited Arab Emirates — Pane! member for semimar — Meals, lodgmg, tmbon, and travel

Reimbursement — American Bankruptcy Institute: VALCON 2016 — 03/142016 03/16:2016 — Las Vegas, NV — Pane! member for semmar — Meals, lodging, tuition, and travel

Reimbursement — Singapore: Regional Insolvency Conference — 00/1 8.2016 — Raa aL i Adel Jade a 7 dam — a ER TR na.

Reimbursement — Singapore Law Visitors Program — 101072016 10132016 — Simgapore. Simgapore — Conference attendee — Meals, lodging, and travel

Income — 2016 — University of Chicago Law School, Lecturer; Spring semester — S10.000.00

Income — 2016 — Widener University Delaware Law School, Adjunct Professor; Spring semester — S7T.500.00

Spouse's income — 2016 — self-emploved physician

1) Part VII, page S, line 3: The entire balance in this account was withdrawn in 2007. This account remains open but had a balance of $0.00 throughout the

reporting period.

2) Part VII, page S$, Tine 11 (2015 report): The entire balance of Neuberger Berman Genesis Fund was sold on November 18, 2015,

3) Part VII, page §, line 14: Aston/River Road Small Cap Value Fund changed its name to AMG River Road Small Cap Value Fund on October 14, 2016.

4) Part VII, page 5, line 15: The entire balance of Columbia Acorn International Fund was sold on February 23, 2016.

5) Part VII, page 5, line 15 (2015 report): The entire balance of JP Morgan Core Bond Fund was sold on November 20, 2015.

6) Part VIL, page S, line 16: The entire balance of Prudential Jennison Mid Cap Growth Fund was sold on November 10, 2016.

7) Part VII, page 6, line 21 (2015 report): The entire balance of Manning & Napier Equity Series Fund was sold on November |8, 2015,

8) Part VII, page 6, line 26: The entire bulance of Virtus Emerging Markets Opportunities Fund was sold on June 16, 2016.

9) Part VII, page 6, line 29 (2015 report): The entire balance of Dodge & Cox Income Fund was sold on November 18, 2015.

10) Part VII, page 6, line 31: Hartford Mid Cap Fund was mitially purchased on November 10, 2016.

11) Part VII, page 6, line 32: Lazard Emerging Markets Equity was initially purchased on June 16, 2016.

12) Part VII, page 6, line 33: Victory Trivalent International Small-Cap Fund was initially purchased on February 25, 2016,

13) Part VII, page 7, line 39 (2015 report): The entire balance of Neuberger Berman Genesis Fund was sold on November 18, 2015.

14) Part VII, page 7, line 43 (2015 report): The entire balance of JP Morgan Core Bond Fund was sold on November 20, 2015

15) Part VII, page 7, line 44: Aston/River Road Small Cap Value Fund changed its name to AMG River Road Small Cap Value Fund on October 14, 2016.

16) Part VII, page 7, line 45: The entire balance of Columbia Acorn International Fund was sold on February 23, 2016.

17) Part VII, page 7, line 46: The enire balance of Prudential Jennison Mid Cap Growth Fund was sold on November 10, 2016.

18) Part VII, page 7, line 49 (2015 report): The entire balance of Manning & Napier Equity Series Fund was sold on November 18, 2015.

19) Part VII, page 8. line 53: The entire balance of Virtus Emerging Markets Opportunities Fund was sold on June 16, 2016.

20) Part VII, page 8, line 57 (2015 report): The entire balance of Dodge & Cox Income Fund was sold on November 18, 2015.

21) Part VII, page 8, line 58: Hartford Mid Cap Fund was initially purchased on November 10, 2016.

22) Part VII, page 8, line 59: Lazard Emerging Markets Equity was initially purchased on June 16, 2016.

23) Part VII, page §, line 60: Victory Trivalent International Small-Cap Fund was initially purchased on February 25, 2016.

24) Part VII, page 8, line 66: The entire balance of Franklin Templeton Inv., Franklin Income Fund was sold on April 11, 2016.

25) Part VII, page 8, line 67: The entire balance of The Hartford, Hartford Capital Appreciation Fund was sold on April 11, 2016.

26) Part VII, page 8, line 68: The entire balance of Henderson International Opportunities Fund was sold on April 11, 2016.

27) Part VII, page 9, line 69: The entire balance of Quaker Funds, Quaker Strategic Growth Fund was sold on April 11, 2016.

28) Part VII, page 9, line 70: The entire balance of Henderson European Focus Fund was sold on April 11,2016.

29) Part VII, page 9, line 71: JH LS Grow Active Strategy Fund was initially purchased on Apnl 25, 2016.