Jean P. Rosenbluth

Wells Fargo Accounts — Interest

American Electric Power common stock — Int/Div

Schwab IRA — None

FMI Large Cap

Fidelity Contrafund

Loomis Sayles Small Cap Fund — Sold

Voya (fiormerly ING Midcap Opportunity Fund)

Artisan International Fund — Buy (add'l)

Artisan International Fund — Sold

Dodge & Cox Intemational Stock Fund — Buy (add'l)

Oakmark Intemational Small Cap Fund

ASTON/River Road Independent Value — Sold

Markethield Fund — Sold (part)

Markethield Fund — Sold (part)

UBS AG Jersey 2040FE Trucs Due 4/2/40 — Sold (part)

UBS AG Jersey 2040FE Tracs Due 4/2/40 — Sold (part)

Amernican Beacon GLBL — None

Wasatch Fund Services SM (X) — None

Yacktman Fund Service CL (X) — None — Sold

Angel Oak Flexible — None — Buy

Stone Ridge All Asset — None — Buy

Amencan Beacon Luge Cap — None — Buy

Bank of America Accounts — None

Morgan Stanley Legg Mason Clearbridge — None

401K) «= TIAA/CREF (no control) — None

mumaged allocation fund (TIMRX)

Lifecycle Retirement Income (TLRRX)

Brokerage Account (H)

Berkshire Hathaway B — None

Deutsche BK Cap 7.6% — Int/Div

Speed Commerce (formerly Navaree Corp) — Int/Div

Verizon — Int/Div

Sector Spdr Consumer Fund ETF — Int/Div

Sector Spdr INA] Select Shares ETF — Int/Div

Sector Spdr Tech Select Shares ETF — Int/Div

Sector SPDR Tr Con Splitshares ETF — Int/Div

Harding Loevner Emerging Markets Ady — Int/Div

JP Morgan Small Cap Equity Fund — Int/Div

Loomis Sayles bond fund CL R — Int/Div

Manning & Napier World Oppty A — Int/Div

Perkins Mid Cap Value T — Int/Div

RS Value Fund CL A — Int/Div

Schwab Core Equity Fund — Int/Div

Schwab Health Care Fund — Int/Div

Scout Intl Fund — Int/Div

Vanguard Inflation protected Securities Fund — Int/Div

Vanguard S/t Investment Grade Fund Iny — Int/Div

Schwab Money Market — Interest

Powershares QQ Trust Ser ETF (x) — Int/Div

New York Times common stock — None

Power of attorney, mother

Spouse's income — 2015 — Trustee, ECR 1998 Trust, Los Banos, CA (not vet vested)

Re Part VIL, lines 13-14: This is an asset of my husband's. | previously reported it us sold, but he apparently only partially sold it. The sume is true for the two

sules this year, We keep our assets entirely separate, and 1 go by what he tells me.