Susan G Braden

Rental Property. Alexandria, VA — Rent

Citibank — Interest

RGIP, LLC — istnibution

Miller Convertible Bond Fund — Int/Div — Buy

Dept of Justice Credit Union (various accounts) — Interest

A0HKk) #1 (H)

LP. Morgan Prime Money Mkt. Fd Morgan CHyY)

Ameriprise Insured Deposit Account (IDA) (cash) (XX) — Interest

Advisors Inner Circle FDS Edgewood Growth Inst! Cl — Int/Div — Buy

Advisors Inner Circle FDS Edgewood Growth Inst! Cl — Buy (add'l)

Artisan Intl Value — Int/Div — Buy (add'l)

Blackrock Strategic — Int/Div

Dreihaus Inc. Mut. Fd. Emergmg Mkt. Act — Int/Div

Dodge & Cox Funds Int'l Stock Fd — Int/Div — Sold

FMI Funds Large Cap — Int/Div — Buy (add'l)

FMI Funds Large Cap — Sold (part)

Harding Loevner Fds Int] Equity Portf — Int/Div — Buy (add'l)

Harding Loevner Fds Int] Equity Portf — Sold

Investment Mgrs Serv. Oak Ridge Sml Cap Growth — None — Buy (add'l)

Investment Mgrs Serv. Oak Ridge Sml Cap Growth — Sold

Metropolitan West Fds. Total Return Bd Fd — Int/Div — Sold (part)

Metropolitan West Fds. Total Return Bd Fd — Buy (add'l)

Metropolitan West Fds. Total Return Bd Fd — Sold (part)

Matthews Intl Fds Asia Div. Fd — Int/Div — Buy (add'l)

Miller Invt TR Convertible Bond Fund — Int/Div — Buy

Neuberger Berman High Income Bd Fd — Int/Div — Buy (add'l)

Neuberger Berman High Income Bd Fd — Buy (add'l)

Newberger Berman Core Bd Fd Intl C1 — Int/Div — Sold (part)

Ridgeworth Fds Seix Flts Rate Inc, Fd — Int/Div — Sold

Third Avenue Real Est. Value Fd — Int/Div — Sold

Transamerica Intl Sml Cap Value — Int/Div — Buy (add'l)

Vanguard Index Smi Cap Index Admiral — Int/Div — Buy (add'l)

Vanguard Index 500 Index Admiral — Int/Div

Vanguard Fix Inc. Short Term Inv Grade — Int/Div — Sold

Onl & Gas Royalty (Houston & San Antonio, TX) — Rovalty

U Fund College Investing Plan #1: MA Portfolio 2021 — Int/Div — Buy (add'l)

U Fund College Investing Plan #2: MA Portfolio 2024 — Int/Div — Buy (add'l)

U Fund College Investing Plan #3: MA Portfolio 2024 — Int/Div — Buy (add'l)

U Fund College Investing Plan £4: MA Portfolio 2027 — Int/Div — Buy (add'l)

U Fund College Investing Plan #5: MA Portfolio 2027 — Int/Div — Buy (add'l)

U Fund College Investing Plan #6: MA Portfolio 2030 — Int/Div — Buy (add'l)

U Fund College Investing Plan #7: MA Portfolio 2033 — Int/Div — Buy (add'l)

Trust #1 (H)

FMI Large Cap Fd — Int/Div — Sold (part)

FMI Large Cap Fd — Buy (add'l)

Vanguard 500 Index Fund — Int/Div — Buy (add'l)

Artisan Int'l Value Fd Inv — Int/Div — Buy (add'l)

Dodge & Cox Int'l Stock Fund — None — Sold

Harding Loevuer Int'l Equity Fund — None — Sold

Edgewood Growth Fund — Int/Div — Buy

S10. — Buy (add'l)

S10. — Buy (add'l)

S10. — Buy (add'l)

Oak Ridge Small Cap Growth — None — Sold

Vanguard Sml Cap Index Fd — Int/Div — Buy (add'l)

Vanguard Sml Cap Index Fd — Buy (add'l)

Vanguard Sml Cap Index Fd — Buy (add'l)

Transamerica Intl Small Cap Value Fd — Int/Div — Buy

Driehaus Emg Mkts Growth Fund — Int/Div — Sold (part)

Driehaus Emg Mkts Growth Fund — Buy (add'l)

Matthews Asia Dividends Ins — Int/Div — Buy (add'l)

Matthews Asia Dividends Ins — Buy (add'l)

Matthews Asia Dividends Ins — Buy (add'l)

Miller Convertible Bond Fund — Buy (add'l)

Miller Convertible Bond Fund — Buy (add'l)

NB Muni IT Bonds Fad Ins — Int/Div — Buy (add'l)

NB Muni IT Bonds Fad Ins — Buy (add'l)

NB Muni IT Bonds Fad Ins — Buy (add'l)

Vanguard UT T/E Fd Adm — Int/Div — Buy (add'l)

Vanguard UT T/E Fd Adm — Buy (add'l)

Vanguard UT T/E Fd Adm — Buy (add'l)

NB High Income Bond Fd Ins — Int/Div — Buy (add'l)

Ridgeworth Seix Floating Rate Fd Ins — Int/Div — Sold

WCM Focused Intemational Growth Fund — Int/Div — Buy

WCM Focused Intemational Growth Fund — Buy (add'l)

WCM Focused Intemational Growth Fund — Buy (add'l)

Blackrock Strategic Inc. Opp Fd Ins — Int/Div — Buy (add'l)

Third Ave. Real Est. Val Isn't — None — Sold

Vanguard S/T T/E Fd Adm — Int/Div — Sold

Federated Govt Obli Fd - Prm — Int/Div

Las Vegas Sands Corp. (Common Stock) iY

ABATHhrift Savings 401(k) #1 {no control) (Hy

T. Rowe Pre Retirement 2010 — Int/Div — Sold (part)

T. Rowe Price 2040 Fund — Int/Div — Sold (part)

S.SgA Russ. Sm/MD Cap Index Fund — Int/Div — Sold (part)

Liability — BB&T — Mortgage on rental property

Reimbursement — ER ie at. aa — Advisory Committee Meeting

Reimbursement — TaN A ee Association — pb mt a tral ey. a al association or Civic organization — TN Cue TT iy TENOR A. TITEL wm

Reimbursement — Advisory Committee Meeting — THN I i ———

Spouse's income — 2016 — American Bar Association - salary compensation

Spouse's income — 2016 — Ropes & Gray LLP - retirement benefits

Spouse's income — 2016 — American University - honorarium ($200)

Part VII, line 4: Consolidated entry of 2015, lines 4 and 5.

Part VII, line 6: Name correction; see 2015, line 7.

Part VII, lines 35-41: Numerical identification added to assist with account tracking; no change in holdings,

Part VII, Tine 43: Name correction; see 2015, line 65.

Part VIL, line 47: Name correction; see 2015, line 71.

Part VII, lines 82-85: This is un employer-controlled retirement plan. The employee can choose the funds in which he is invested from a list provided by the

employer's plan administrator, but the employee is not able to control transactions executed within the plan, nor is he provided with the details of transactions

executed within the plan by the plan administrator. The employee receives quarterly statements identifying the allocated value and investment earnings for the

funds in which he is invested (Columns A through C) Despite inquiry of the plan administrator, further information is unavailable.

2015 - Part VIL, lines 38 and 78, Column D{1): Inadvertently reported as sold instead of sold (part).

2015 - Part VIL, lines 64 and 93: Income and value reported on these headers were cumulative for the account as a whole; therefore Columns B through D should

have been left blank. The corresponding header lines are reflected in this report on lines 42 and 82, with income and value mformation recorded separately for

each asset within the accounts,