Jesse Matthew Furman

MF Est LLC — Int/Div

MFEstLP — Int/Div

Monroe Avenue Associates LLC — Int/Div

Ashland Greenup LLC — Int/Div

AFMB Russell LLC — Int/Div

KIM-FUR Retail Holdings LLC — Int/Div

Southgate Associates L.P — Int/Div

PECO Rho LLC — Int/Div

MIS Ponce ll LP — Int/Div

MIS Ponce HI LP — Int/Div

MFB Ashland Parcel § LLC — Int/Div

Stanhope LLC — Int/Div

Rho Capital Partners 1999 L.P — Int/Div

iShares MSCI Emerging Markets Fund — Int/Div

Vanguard 500 Index Fund — Int/Div

Vanguard Total Bond Market Index Fund — Int/Div

Vanguard Money Market Fund — Int/Div

Vanguard 500 Index Fund (IRA #1) — Int/Div

Vanguard 500 Index Fund (IRA #2) — Int/Div

Vanguard Extended Market Index Fund (Retirement) — Int/Div

Vanguard Intermediate-Term Bond Index Fund (Retirement) — Int/Div

Vanguard 500 Index Fund (Retirement) — Int/Div

Vanguard Long-Term Bond Index Fund (Retirement) — Int/Div

Rental Property, Providence, RI (2011 £305.000) — Rent

Citibank Accounts — Interest

Akiva Armon, personal loan - note receivable — None

Christina Ponsa, personal loan - note receivable — None

Jay Furman Family LLC — Int/Div

Jay Furman Investors LLC — Int/Div

Morgan Stanley Private Bank NA Money Market Fund — Int/Div

LP. Morgan Chase Bank Account — Interest

Mass Mutual Financial Group Guaranteed Cash Account (Retirement) — Interest

BlackRock Bond Index Fund (Retirement) — Int/Div

Mass Mutual S&P 500 Index Fund (Retirement) — Int/Div

Mass Mutual Mid Cap Index Fund (Retirement) — Int/Div

Mass Mutual Rsl 2000 Small Cap Index Fund (Retirement) — Int/Div

Mass Mutual MSCI EAFE International Index Fund (Retirement) — Int/Div

TD Ameritrade (opened 8/25/15)

TD Ameritrade Insured Deposit Account — Interest

Vanguarge World Ex U.S. Small Cap ETF — Int/Div — Buy

Vanguard Int'l Equity Index — Int/Div — Buy

Vanguard European Stock Market Index Fund — Int/Div

Jesse Furman 2012 GST Trust (Y)

Jay Furman Family LLC (Y)

Jason Furman 2012 GST Trust (Y)

Jay Furman Family LLC (Y)

Trustee (resigned July 2016), Jesse Furman 2012 GST Trust

Trustee (resigned July 2016), Jason Furman 2012 GST Trust

Liability — Flagstar Bank — Mortgage on Rental Property, Providence, RI (Pt. VII, line 26)

Liability — Amcrican Express — Credit Card

Part VII: The assets listed on Lines 3-11 were held in a Trust until January 1, 2016, when they were assigned to me in my personal capacity and the Trust was

terminated. My 2015 FDR included one additional asset that had been part of the Trust: JJPR LLC. The Trust disposed of its interests in JJPR LLC in 2015,

before the assets were assigned to me.

Part VII: The 2016 K-1 Statements for MF Est. LLC. MF Est. L.P., Monroe Avenue Associates LLC, KIM-FUR Retail Holdings LLC, Rho Capital Partners 1999

L.P., Jay Furman Investors LLC (Part VII), and underlying entities are not yet available; accordingly, the 2015 K-1 Statements were used.