Carlos Eduardo Mendoza

DFA Emerging Markets Fund — None — Sold

DFA Small Cap Fund — None — Sold

iShares Russell 1000 Growth ETF — Int/Div

Schwab U.S. Small Cap — Int/Div — Buy (add'l)

T. Rowe Price Retirement 2035 Fund — None — Sold

Vanguard Energy Fund — None — Sold

Vanguard Growth Portfolio - 529 — None — Sold

Vanguard Health Care ETF — Int/Div

Vanguard Institutional Index $00 Fund — None — Sold

Vanguard Mid Cap Index Portfolio - 529 — None

Vanguard Small Cap Index Portfolio - 529 — None

Vanguard Target Retirement 2035 Fund — Int/Div

Vanguard International Stock Portfolio - 529 — None — Sold

Vanguard Total Stock Market Index Fund — Int/Div

Vanguard Total Stock Market Portfolio £29 — None — Sold

Vanguard Value Index Fund — Int/Div

Vanguard Mid Cap Index Fund — None — Sold

Bank of America. accounts — Interest

Memill Edge CMA — Interest

Jackson Claire, LLC — Interest

Madeleine August, LLC — Interest

Harbor Community Bank, accounts — Interest

Vanguard Money Market Fund — Int/Div — Buy

Vanguard FTSE All World ex-US Index Fund — Int/Div — Buy

Vanguard Mid Cap ETF — Int/Div — Buy

Vanguard Mid Cap Value ETF — Int/Div — Buy

Vanguard Information Technology ETF — Int/Div — Buy

Vanguard Growth Index - 529 — None — Buy

Vanguard Income Portfolio - 529 — None — Buy

Vanguard Interest Accum Portfolio - 529 — None — Buy

Schwab Strategic Mid Cap ETF — Int/Div — Buy

Schwab Intl Equity ETF — Int/Div — Buy

Vanguard Tot Intl Bond Index — Int/Div — Buy

Vanguard Tot Intl Bond Index — Sold

Spouse's income — 2015 — Self-employed medical consultant