Sean H. Lane

Chase Bank (various accounts) — Interest

US. Savings Bonds — Int/Div

Baker Hostetler 401k (H)

Fidelity Growth Co. K — Int/Div

Fidelity $00 Index Inst — Int/Div

TRP Div. Growth — Int/Div

Carefirst BlueCross BlueShield 401k (H)

Fid. Dividend Gr, K — None — Sold

Vanguard Institutional Index — Int/Div — Buy

Artisan Mid Cap Inst — Int/Div

Fidelity Freedom 2040 K — Int/Div

Life Insurance (H)

Northwestern Mutual Life Insurance Policy #1 — Int/Div

Northwestern Mutual Life Insurance Policy 2 — Int/Div

NY State 529 Plan #1 (H)

Mid Cap Stock Index Portfolio — None — Sold

Growth Stock Index Portfolio — None — Sold

Small Cap Stock Index Portfolio — None — Sold

Aggressive Growth Portfolio — None — Sold

Conservative Age-Based Option: Interest Accumulation Portfolio — None — Buy

Conservative Age-Based Option: Interest Accumulation Portfolio — Sold (part)

Conservative Age-Based Option: Interest Accumulation Portfolio — Sold

NY State 529 Plan #2 (H)

Mid Cap Stock Index Portfolio — None — Sold (part)

Growth Stock Index Portfolio — None — Sold (part)

Small Cap Stock Index Portfolio — None — Sold (part)

Aggressive Growth Portfolio — None — Sold

Conservative Age-Based Option: Income Portfolio — None — Buy

Conservative Age-Based Option: Income Portfolio — Buy (add'l)

Conservative Age-Based Option: Income Portfolio — Sold

Conservative Age-Based Option Conservative Income Portfolio — None — Buy

NY State 529 Plan #3 (H)

Conservative Age-Based Option: Interest Accumulation Portfolio — None — Buy

Conservative Age-Based Option: Interest Accumulation Portfolio — Buy (add'l)

Conservative Age-Based Option: Interest Accumulation Portfolio — Sold (part)

Conservative Age-Based Option: Interest Accumulation Portfolio — Sold (part)

Mid Cap Stock Index Portfolio — None — Sold (part)

Mid Cap Stock Index Portfolio — Sold (part)

Growth Stock Index Portfolio — None — Sold (part)

Growth Stock Index Portfolio — Sold (part)

Small Cap Stock Index Portfolio — None — Sold (part)

Small Cap Stock Index Portfolio — Sold (part)

Aggressive Growth Portfolio — None — Sold

Co-Trustee, Trust #1

Agreement — 1996 — Participation in Baker Hostetler 401k plan

Liability — Through University of Notre Dame (Stafford and Perkins loans)

Liability — Through Bowdoin College (Stafford and Perkins loans)

Reimbursement — ABI — 10716-17717 — Washington, DX — Views from the Bench — Transportation, meals, lodging

Spouse's income — 2017 — Group Hospatahization and Medical Services, Inc. (salary)

Trust #1 and Trust #2 are estate planning vehicles and do not contain reportable assets.

Part VII, lines 5. 6. 10, and 11: Corporate exchanges or name changes only; see 2016, lines 5. 6, 9, and 10, respectively.

Part VIL, line 13: Whole life policy (Adjustable Complife): no underlying investments.

Part VI, line 14: Non-term policy with cash value (65 Life); no underlying investments,

Part VII, Column B: Lines reflecting no income are so reported because none was attributed to those particular holdings during the reporting period, whether

taxable, tax exempt, or tax deferred, or because the investments do not allocate income to individual holdings, but instead are credited only in unit value, per

page 42 of the filing instructions.