David S. Tatel

Capital One Bank — Interest

Starbucks Corp. — Int/Div

Standard & Poors Midcap 400 — Int/Div

Federal Realty Investment Trust — Int/Div — Sold (part)

Avalonbay Communities — Int/Div — Sold (part)

Suncor Energy Inc — Int/Div — Donated

Wisconsin St 4.75% due 5/1/25 — Interest

Spring. TX Indpt Sch 5% due 8/15/33 — Interest

Schwab Advisors Cash Reserves Premier Fund — Int/Div

DFA Emerging Markets Core Equity Portfolio — Int/Div

DFA Emergmg Markets Value Portfolio — Int/Div — Sold

SeelLme ll — Buy

DFA International Small Cap Value Portfolio — Int/Div

DFA T.A. U.S. Core Equity 2 Portfolio — Int/Div

DFA US Core Equity 2 Portfolio — Int/Div

Simplified Employee Pension Plan (SEP: IRA) — Int/Div

Schwab Advisors Cash Reserve Premier Fund

DFA Selectively Hedged Global Fixed Income Portfolio — Sold (part)

DFA International Core Equity Portfolio — Buy (add'l)

See Line 19 — Buy (add'l)

See Line 19 — Buy (add'l)

Seelmel9 — Buy (add'l)

Individual Retirement Account — hy

US. Treasury TIPS 2% due 1/15/26

Vanguard S/T Investment Grade Fd

Vanguard Inter Term Corporate Bond Fd

DFA Five Year Global Fixed Income Portfolio — Buy (add'l)

DFA Short Term Extended Quality Portfolio Inst]

DFA Short Term Government Portfolio — Sold (part)

DFA Selectively Hedged Global Fixed Income Portfolio — Buy (add'l)

PIMCO Emerging Local Bond Fund

DFA Emerging Markets Core Equity Portfolio

DFA Emerging Markets Small Cap Portfolio

DFA International Core Equity Portfolio

DFA International Small Cap Value Portfolio

DFA US. Core Equity 2 Portfolio — Sold (part)

DFA U.S. Small Cap Value Portfolio

DFA U.S. Micro Cap Portfolio

DFA Emerging Markets Value Portfolio

Schwab Advisors Cash Reserve Premier Fund

Templeton Global Bond Fund

Vanguard Total International Bond ETF

Vanguard Short-Term Inflation-Protected Securities ETF

Vanguard Emerging Markets Government Bond ETF — Buy (add'l)

Vanguard Limited Term Tax Exempt Fd — Buy

See Line 45 — Sold

Life Insurance- Massachusetts Mutual Life Insurance — Int/Div

Rental property, Rappahannock County, VA (8/2/96 S86.600) — Rent

Maryland College Savings Plan T. Rowe Price Balanced Port (no control) — None — Closed

See Line 49 — None — Closed

See Line 49 — None — Closed

See line 49 — None — Closed

Seeline 49 — None — Closed

SeelLine dy — None — Closed

See Line 49 — None — Closed

See Line 49 — None — Closed

Nevada College Savings Plan Vanguard Moderate Growth Port (no control) — None — Buy (add'l)

See Line 57 — None — Buy (add'l)

See Line 57 — None — Buy (add'l)

See Line 57 — None — Buy (add'l)

See Lime 57 — None — Buy (add'l)

See Line 57 — None — Buy (add'l)

See Line 57 — None — Buy (add'l)

Nevada College Savings Plan Vanguard Growth Portfolio (no control) — None — Buy (add'l)

Reimbursement — For Civil Rights Under Law. Chicago, IL

Reimbursement — National Academy of Sciences, Washington, D.C — 10/14/14 1K 15/15 — Washington, D.C — Attend Committee Meeting — Local Transportation

Reimbursement — Spencer Foundation, Chicago, 19 — 1/3 141031714 — Chicago, IL — Attend Lecture — Aarfare, Meals, Local Transportation

Reimbursement — The University of Chicago, Chicago, IL — 10/31/14-11/3/14 — Chicago, IL — Attend Advisory Board Meeting — Local Transportation

Reimbursement — University of Peansylvania, Philadelphia, PA — 114-116 14 — Philadelphia, PA — Give Speech to Law School — Train Fare, Lodging

Spouse's income — 2014 — Self-bEmploved (education consultant)

Part VII Investments and Trusts

Lines 49-64: Filer rolled over the balances of 8 Maryland College Savings Plan accounts into 8 accounts with the Nevada College Savings Plan