Mark Lawrence Wolf

2016Annual

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Pull out the substance of this filing.

What was filed

  • 236

    investments

  • 3

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 7

    reimbursements

  • 1

    income

  • 0

    spouse income

Named parties

  • Albert Schweitzer Fellowship
  • John William Ward Fellowship
  • Integrity Imniatives International
  • Woodrow Wilson Center
  • Cardozo Law School
  • Third Sector New England/1H
  • Thid Sector New England/111
  • Third Sector New England/TT1
  • Transparency Intemational
  • Harvard Kennedy School - Teaching

As filed

IRA #1 (H)6S

EGShares ETF Emerging Markets (Y)

Global X EFT Next Emerging & Frontier — Int/Div — Sold

iShares China Large Cap ETF — Int/Div — Sold

iShares Edge MSCI Min — None — Buy

iShares ETF Commodities Select — Int/Div — Buy (add'l)

iShares ETF Commodities Select — Sold

iShares IBOXX High Yield — Int/Div — Buy

iShares IBOXX High Yield — Buy (add'l)

iShares iBoxx Investment Grade Corp (LOD) — Int/Div — Sold (part)

iShares Gold ETF {/k/a iShares Gold Trust — Int/Div — Buy (add'l)

iShares Gold ETF {/k/a iShares Gold Trust — Buy (add'l)

iShares Gold ETF {/k/a iShares Gold Trust — Sold (part)

iShares JPMorgan USD MTS Bond ETF — Int/Div — Buy

iShares JPMorgan USD MTS Bond ETF — Buy (add'l)

iShares MSCI Germany Index — Int/Div — Sold

iShares MSCI Hong Kong ETF — None — Buy

iShares MSCI Jpn ETF Japan — Int/Div — Sold

iShares Russell 2000 Index — Int/Div — Buy (add'l)

iShares TIPS Bond Fund f/k/a iShares Barclays TIPS Bd fd — Int/Div — Buy (add'l)

iShares TR Bond 20+ Treasury Bond Fund — Int/Div

iShares 7-10 Year Treasury fik/a iShares Barclays 7-10 Year Treasury — Int/Div — Buy (add'l)

iShares 7-10 Year Treasury fik/a iShares Barclays 7-10 Year Treasury — Sold (part)

iShares 7-10 Year Treasury fik/a iShares Barclays 7-10 Year Treasury — Sold (part)

PIMCO 0-5 Yr High Yield Corp — Int/Div — Sold

PIMCO Enhanced Short Matursou — Int/Div — Buy

Powershares DB Commdty Index — Int/Div — Sold

PowerShares QQOQ Trust, Series — Int/Div — Sold (part)

PowerShares QQOQ Trust, Series — Sold (part)

Powershares S&P Low Volatility — Int/Div

Schwab Govt Money Fund — Int/Div

SPDR Barclays Short Term — Int/Div — Buy

SPDR Barclays Short Term — Sold (part)

SPDR Barclays Short Term — Sold

SPDR S&P 500 Fund — Int/Div

Vanguard Dividend Appreciation Index — Int/Div — Buy (add'l)

Vanguard Dividend Appreciation Index — Buy (add'l)

Vanguard Dividend Appreciation Index — Sold (part)

Vanguard FTSE Developed Markets ETF XxX) — Int/Div — Buy

Vanguard FTSE Emerging Markets ETF kia Vang Emerging Markets — Int/Div

Vanguard FTSE Emerging Markets ETF kia Vang Emerging Markets — Buy (add'l)

Vanguard Global EX US fa Int'l Equ Global ex-US Real Estate — Int/Div — Buy (add'l)

Vanguard Global EX US fa Int'l Equ Global ex-US Real Estate — Sold (part)

Vanguard Interm Term Corp Bd ETC — Int/Div — Buy (add'l)

Vanguard MSCI EAFE Index — Int/Div — Sold

Vanguard REIT — Int/Div — Buy (add'l)

Vanguard REIT — Sold

Vanguard Bond Index Fund n/k/a Vanguard Total Bond — Int/Div — Sold (part)

Vanguard Bond Index Fund n/k/a Vanguard Total Bond — Sold

Vanguard Total Stock Market Index — Int/Div — Buy (add'l)

Wisdom Tree Japan Hedged Equity Fund — Int/Div — Sold

IRA £2 (HY (53)

Global X ETF Next Emerging & Frpntier — Int/Div — Sold

iShares iBOXX high yield — Int/Div — Buy

iShares iBOXX high yield — Buy (add'l)

iShares iBOXX high yield — Buy (add'l)

iShares Boxx INVT Grd Bond ETF — Int/Div — Sold (part)

iShares Boxx INVT Grd Bond ETF — Buy (add'l)

iShares China Large Cap ETF — None — Sold

iShares Commodiaties Select — Int/Div

iShares Edge MSCI Min — Int/Div — Buy

iSharesTrust ETF JP Morgan USD Emerging — Int/Div — Buy (add'l)

iShares ETC Currency Hedged MSCI — Int/Div — Sold

iShares Gold ETF f/%/a iShared Gold Trust — Int/Div — Sold (part)

iShares Gold ETF f/%/a iShared Gold Trust — Buy (add'l)

iShares Gold ETF f/%/a iShared Gold Trust — Buy (add'l)

iShares Gold ETF f/%/a iShared Gold Trust — Sold (part)

iShares MSCI HK EFT Hong Kong — Int/Div — Buy

iShares MSCI HK EFT Hong Kong — Buy (add'l)

iShares MSC1 ETF India — Int/Div — Sold

iShares MSCI Jpn ETF Japan — Int/Div — Sold (part)

iShares MSC EAF Min Volat Etf — Int/Div — Buy

iShares MSCI United Kingdom Index — Int/Div — Sold

iShares Russell 2000 Index — Int/Div — Buy (add'l)

iShares TIPS Bond Fund f//k/a iShares Barclays TIPS Bd Fd 2.89% — Int/Div — Sold (part)

iShares TIPS Bond Fund f//k/a iShares Barclays TIPS Bd Fd 2.89% — Buy (add'l)

iShares Tr Bond 20+ year Treasury Bond Fund — Int/Div — Buy (add'l)

iShares 7-10 Year Treasury Bond Fund f// a iShares Barclays 7-10 Yr — Int/Div — Sold (part)

iShares Tr Bond 1-3 Credit Bond EFT — None — Sold

iShares 3-7 Year Treasury — Int/Div — Buy

iShares 3-7 Year Treasury — Buy (add'l)

PIMCO 0-5 Yr High Yield Corp — Int/Div — Sold

PIMCO Enhanced Shrt — None — Buy

PowerShares QQQ Trust, Series 1 — Int/Div — Sold (part)

PowerShares QQQ Trust, Series 1 — Sold (part)

PowerShares QQQ Trust, Series 1 — Buy (add'l)

Powershares S&P Low Volatility — Int/Div

Schwab Govt Money Fund — Int/Div

SPDR Barclays 1-3 Yr US Corp Investment Grade — Int/Div — Sold (part)

SPDR Barclays 1-3 Yr US Corp Investment Grade — Sold

SPDR S&P SOO ETF IV — Int/Div — Buy

Vanguard Bond Index Fund — Int/Div — Sold

Vanguard Dividend Appreciation ETF — Int/Div — Buy

Vanguard Dividend Appreciation ETF — Buy (add'l)

Vanguard Dividend Appreciation ETF — Sold (part)

Vanguard FTSE ETF Developed Markets — Int/Div — Buy (add'l)

Vanguard FTSE Emerg Mkts ETF f/k/a Vanguard Emerging Markets Index — Int/Div — Buy (add'l)

Vanguard FTSE Emerg Mkts ETF f/k/a Vanguard Emerging Markets Index — Buy (add'l)

Vanguard FTSE Emerg Mkts ETF f/k/a Vanguard Emerging Markets Index — Buy (add'l)

Vanguard Global ex-US f/k/a Vanguard Global ex-US Real Estate Estate — Int/Div — Buy (add'l)

Vanguard Intermediate Term Corp ETF (X) — Int/Div

Vanguard REIT Index — Int/Div — Sold

Vanguard Total Bond ETF — Int/Div — Buy

Vanguard Total Bond ETF — Sold (part)

Vanguard Total Bond ETF — Sold (part)

Vanguard Total Stock Market ETF — Int/Div — Buy (add'l)

Wisdom Tree Brazilian Real Fund — Int/Div — Sold

Wisdom Tree Japan Hedged Equity — Int/Div — Sold

BROKERAGE ACCOUNT 21 (HH (71)

iShares Edge MSCI Min — Int/Div — Buy

iShares Commodities Select — Int/Div

iShares ETF Currency Hedge — Int/Div

iShares Floating Rate Note Fund — Int/Div

iShares Gold ETF Trust {ka iShares Gold Trust — None

iShares iBoxx high vield — Int/Div — Buy

iShares iBoxx high vield — Buy (add'l)

iShares IBOXX Invt Grd Bd — Int/Div

iShares JPMorgan USD MTS Bond ETF — Int/Div — Buy

iShares JPMorgan USD MTS Bond ETF — Buy (add'l)

iShares MSC Japan Index — Int/Div — Sold

iShares MSCI HK ETF Hong Kong — Int/Div — Buy (add'l)

iShares MSC1 EAFE Minimum Volatility — Int/Div — Sold

iShares Russell 2000 Index Fund — Int/Div — Buy (add'l)

iShares Barclays 1-3 Year Treasury Bond Fund — Int/Div

iShares TIPS Bond ETF f/k/a iShares Barclays TIPS Bd FD 5.298% — Int/Div — Buy (add'l)

iShares TIPS Bond ETF f/k/a iShares Barclays TIPS Bd FD 5.298% — Buy (add'l)

iShares 7-10 Year Treasury Bond Fund — Int/Div — Buy (add'l)

iShares 20+ Treasury Bond — Int/Div

PIMCO Enhanced Short Maturity Strgy ETF — Int/Div — Buy (add'l)

PIMCO 0-5 Year High Yid — None — Buy

PowerShares OOO Trust, Series — Int/Div — Buy (add'l)

Powershares ETF Emerging Markets — Int/Div — Sold

SPDR Gold Trust — None — Sold

Schwab Government Money Fund — Interest

SPDR S&P S00 Fund — Int/Div — Sold

SPDR Barclays Capital Short Term Corportate Bond — Int/Div — Sold

SPDR Barclays ETF 1-3 US Corp — Int/Div — Sold

Vanguard Total Bond Mkt ETF {/k/a Vanguard Bond Index Fund — Int/Div — Buy (add'l)

Vanguard Dividend Appreciation — Int/Div — Buy (add'l)

Vanguard FTSE Developed Markets ETF — None — Buy

Vanguard FTSE Emerging Markets ETF — None — Buy

Vanguard Intermediate Term Corp Bond Fund — Int/Div — Sold (part)

Vanguard Intl Eqty EFT — Int/Div

Vanguard REIT Index — Int/Div — Sold

Vanguard Total Stock Market Index — Int/Div — Buy (add'l)

Wisdom Tree Japan Hedged Equity — Int/Div — Sold

BROKERAGE ACCOUNT #2 (H)

McDonald's Corp — Int/Div

Schwab Govt Money Fund — Interest

BROKERAGE ACCOUNT #3 (H) (26)

EGShares ETF Emergmg Markets (Y)

iShares AAA-A Rated Corporate Bond Fund — Int/Div — Sold

iShares China Large Cap ETF (EWU) — Int/Div — Sold

iShares Edge MSCI Min — Int/Div — Buy

iShares Gold ETF {/k/a iShares Gold Trust — None — Buy (add'l)

iShares Gold ETF {/k/a iShares Gold Trust — Buy (add'l)

iShares iBoxx High Yield — Int/Div — Buy

iShares iBoxx High Yield — Buy (add'l)

iShares iBoxx High Yield — Buy

iShares iBoxx Invt Grd Bond ETF — Int/Div — Buy (add'l)

iShares JPMorgan USD MTS Bond ETF — Int/Div — Buy (add'l)

iShares JPMorgan USD MTS Bond ETF — Buy (add'l)

iShares MSC Germany Index — Int/Div — Sold

iShares MSCI Hong Kong — Int/Div — Buy

iShares MSC1 United Kingdom Index — Int/Div — Sold

iShares Russell 2000 Index — Int/Div — Buy (add'l)

iShares TIPS Bond ETF f/k/a iShares Barclays Fund 5.289% — Int/Div — Buy (add'l)

iShares TR Bond 20+ Treasury Bond — Int/Div

iShares 7-10 Year Treasury f/k/a iShares Barclays 7-10 Bond — Int/Div

PIMCO Enhanced SHRT — None — Buy

PIMCO 0-5 Yr High Yield Corp — Int/Div — Sold

DB Powershares Commodity Index — Int/Div — Sold

PowerShares QQ Trust, Series — Int/Div — Sold (part)

Powershares S&P Low Volatility — Int/Div

Schwab Govt Money Fund — Interest

SPDR Barclays 1-3 Yr US Corp Investment Grade — Int/Div — Sold

SPDR S&P S00 Fund — Int/Div

Vanguard Bond Index Fund — Int/Div — Sold

Vanguard Dividend Appreciation — Int/Div — Buy (add'l)

Vanguard FTSE Developed Markets ETF — Int/Div — Buy

Vanguard FTSE Emerging Markets ETF f/&/ a Vanguard Emerging Mkts Index — Int/Div — Buy (add'l)

Vanguard FTSE Emerging Markets ETF f/&/ a Vanguard Emerging Mkts Index — Buy (add'l)

Vanguard FTSE Emerging Markets ETF f/&/ a Vanguard Emerging Mkts Index — Buy (add'l)

Vanguard Global ex-US Real Est ETF f/k/a Vanguard Int'l Equity ETF — Int/Div — Buy (add'l)

Vanguard Interm Term Corp Bd ETC — Int/Div

Vanguard MSCI EAFE Index — Int/Div

Vanguard REIT — Int/Div — Sold

Vanguard Total Bond Market ETF (X) — Int/Div

Vanguard Total Stock Market Index — Int/Div — Buy (add'l)

Wisdom Tree Asia Local Market Debt Fund — Int/Div — Sold

Wisdom Tree Brazilian Real Fund — None — Sold

Wisdom Tree Japan Hedged Equity — Int/Div — Sold

BROKERAGE ACCOUNT #4 (H) (43)

Guggenheim Enhanced Short Duration — Int/Div — Sold

iShares AAA-A Rated Corporate Bond Fund — Int/Div — Sold

iShares Edge MSCI Min f/k/a MSCI EAFE Minimum Volatility — Int/Div

iShares ETF Commodities Select — Int/Div — Sold

iShares Floating Rate Note Fund — Int/Div — Sold

iShares Gold ETF /k/a iShares Gold Trust — None

iShares iBoxx High Yield — Int/Div — Buy

iShares iBoxx High Yield — Buy (add'l)

iShares iBoxx Invt Grade Bond ETF — Int/Div

iShares JPMorgan USD Mkts Bond ETF — Int/Div — Buy

iShares JPMorgan USD Mkts Bond ETF — Buy (add'l)

iShares MSC Germany Index — Int/Div — Sold

iShares MSC Japan Index — Int/Div — Sold

iShares MSC1 Hong Kong — Int/Div — Buy

iShares Russell 20040) — Int/Div — Buy (add'l)

iShares TIPS Bond ETF f/k/a iShares Barclays Tips Bond Fund 5.298% — Int/Div — Buy (add'l)

iShares TIPS Bond ETF f/k/a iShares Barclays Tips Bond Fund 5.298% — Buy (add'l)

iShares TIPS Bond ETF f/k/a iShares Barclays Tips Bond Fund 5.298% — Buy (add'l)

iShares 20+ Yr Treasury Bond ETF f/k/a iShares Barclays20+ Yr Tr BD Fd — Int/Div

iShares 7-10 Year Treasury Bd ETF f/k/a iShares Barclays 7-10 Treasury — Int/Div — Buy (add'l)

MSC United Kingdom Index — Int/Div — Sold

PIMCO Enhanced Short Maturity Strgy ETFa — Int/Div — Buy (add'l)

PIMCO 0-5 Year High Yid — None — Buy

PowerShares QQ Trust, Series — Int/Div — Buy (add'l)

SPDR Gold Trust — None — Sold

Schwab Govt Money Fund — Interest

SPDR S&P S00 Fund — Int/Div — Sold

SPDR Barclays Capital Short Term Corportate Bond — Int/Div — Sold

Vanguard Bond Index Fund — Int/Div — Sold

Vanguard Dividend Appreciation — Int/Div — Buy (add'l)

Vanguard FTSE Developed Markets ETF — None — Buy

Vanguard FTSE Emerging Markets ETF (X) — None

Vanguard Interm Term Corp Bd ETC — Int/Div

Vanguard REIT Index — Int/Div — Sold

Vanguard Total Bond Market ETF — Int/Div — Buy

Vanguard Total Stock Market Index — Int/Div — Buy (add'l)

Wisdom Tree Japan Hedged Equity — Int/Div — Sold

CHARLES SCHWAB MONEY MARKET ACCOUNT — None

Fidelity USA n/k/a Fidelity Money Market Checking Account — Interest

Bank of America (savings) — Interest

Bank of America (checking) — Interest

LILO, LLC (Limited Liability Corporation) — Int/Div

Citizens Bank (savings and checkings) — Interest

Chairman Emeritus, Director, Albert Schweitzer Fellowship

Chur, John William Ward Fellowship

Chair, Integrity Imniatives International

Reimbursement — Woodrow Wilson Center — 2/2-213 — Washington, DC — Educational Program — Transportation, Food, Lodging

Reimbursement — Woodrow Wilson Center — 4/12-4/13 — Washington, DC — Educational Program — Transportation, Food, Lodging

Reimbursement — Cardozo Law School — 4204/21 — New York — Educational Program — Transportation, Food, Lodging

Reimbursement — Third Sector New England/1H — 5/9-5/13 — England — Educational Program — Transportation, Food, Lodging

Reimbursement — Thid Sector New England/111 — 615-717 — Washington, DX — Educational Program — Transportation, Food

Reimbursement — Third Sector New England/TT1 — TI4-T1/1S — Washington, DC — Educational Program — Transportation, Food, Lodging

Reimbursement — Transparency Intemational — 11/30-12/5 — Panama — Educational Program — Transportation, Food, Lodging

Income — 2016 — Harvard Kennedy School - Teaching — S10.000.00

In 2016, most of the assets owned by my wife and me were managed by Windhaven Investments (*"Windhaven"). Windhaven provided the information in this

Report concerning the assets it managed. That information is, to the best of my knowledge, correct.

My wife and I invest in what Windhaven calls "Funds, through which identical investments are made simultancously for many investors, They are not mutual

funds. Rather, various index shares ure bought and sold for individual accounts at various times. Therefore, there are many transactions described in this Report

which would not be required to be reported if we were invested in mutual funds which engaged in similar transactions.

I have not listed in Part VII the asset in my Relative’s Personal Residence Trust in part because | have no beneficial interest in it and do not now control the

purchase, sale, or other disposition of the asset,

On my 2015 report, | listed Ishares Gold Trust on lines 111 and 122, this asset was listed twice. | have corrected this error in my 2016 report and have only listed

this asset once in Brokerage Account #1.

On my 2015 report, 1 listed Vanguard Dividend Appreciation on lines 102 and 113, this asset was listed twice. 1 have corrected this error in my 2016 report and

have only listed this asset once in Brokerage Account #1.

On my 2015 report, | inadvertantly listed iShares Barclays 1-3 Year Treasury Bond under the heading for Brokerage Account #4. This asset should have only been

reported once under the heading for Brokerage Account #1,

This is a copy of a public record, reproduced as it was published. It is not legal advice, and it may not be the version a court would rely on. Check the official source before you cite it.

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Mark Lawrence Wolf | Frix