L. Paige Marvel

33% pship. interest, Margaret's Landing Partnership — None

USAA Subscribers Savings Account — istmbution

USAA Fed. Savings Bank Accts, #1 — Interest

USAA Fed. Savings Bank Accts, #2 — Interest

MAT Bank accts. #1 — Interest

MET Bank accts. #2 — Interest

RBC Brokerage Acct. (H):

Shares. Adient PLC — Int/Div

Shares. AT&T Inc — Int/Div

Common, Bristol Myers Squibb Co — Int/Div

Common, Centerpoint Energy Inc — Int/Div

Common, Exxon Mobil Corp — Int/Div

Common, Fresenius Med Care Aktiengesellschaft ADR — Int/Div

Common, General Electric Co. — Int/Div — Sold (part)

Shares, Johnson Controls Intl. PLC — Int/Div

Shares, Mallinckrodt PLC — None — Sold

Common. Medtronic PLC — Int/Div

Shares, Pentair PLC — Int/Div

Common. Pfizer Inc — Int/Div

Shares, PNC Financial Services Group, Inc. — Int/Div

Shares, TE Connectivity Ltd. — Int/Div

Shares, UDR Inc — Int/Div

Shares, Verizon Communications — Int/Div

Shares, US. Govt, Money Mkt. Fund RBC Reserve Class — Int/Div — Sold (part)

Shares, US. Govt, Money Mkt. Fund RBC Reserve Class — Sold (part)

Shares, US. Govt, Money Mkt. Fund RBC Reserve Class — Sold (part)

Shares, US. Govt, Money Mkt. Fund RBC Reserve Class — Sold (part)

Shares, US. Govt, Money Mkt. Fund RBC Reserve Class — Sold (part)

Shares, US. Govt, Money Mkt. Fund RBC Reserve Class — Sold (part)

Shares, US. Govt, Money Mkt. Fund RBC Reserve Class — Sold (part)

Shares, US. Govt, Money Mkt. Fund RBC Reserve Class — Sold (part)

Shares, US. Govt, Money Mkt. Fund RBC Reserve Class — Sold (part)

Shares, US. Govt, Money Mkt. Fund RBC Reserve Class — Buy (add'l)

Shares, US. Govt, Money Mkt. Fund RBC Reserve Class — Sold (part)

Shares, US. Govt, Money Mkt. Fund RBC Reserve Class — Sold (part)

Shares, US. Govt, Money Mkt. Fund RBC Reserve Class — Sold (part)

Fidelity Taxable Account (H)

T Rowe Price Growth Stock Fund — Distribution — Buy (add'l)

T Rowe Price State Tax Free Inc. MD — Int/Div

Fidelity Government Money Market Fund — Int/Div

Fidelity Brokerage Rollover IRA (H)

Fidelity 500 Index Premium Class (formerly Spartan) — Distribution

Fidelity Strategic Real Return — Distribution

Fidelity Contrafund — Distribution — Sold (part)

Fidelity Contrafund — Sold (part)

Fidelity Equity Income — Distribution — Sold (part)

Fidelity New Millenium — Distribution

Fidelity Low Priced Stock — Distribution — Sold (part)

Fidelity Low Priced Stock — Sold (part)

Fidelity Select Biotechnology — Distribution

Fairholme Fund — Distribution — Sold (part)

Oakmark Select — Distribution

Permanent Portfolio — None — Sold

T Rowe Price Health Sciences — Distribution

T Rowe Price Cap Appreciation — istmbution

T Rowe Price Equity Income — Distribution — Sold (part)

T Rowe Price Equity Index 500 Fund — Distribution

T Rowe Price Intl Discovery Fund — Distribution — Sold (part)

T Rowe Price New Asia — Distribution

T Rowe Price Emerging Markets Stock — Distribution

T Rowe Price New Horizons FD Inc — None

T Rowe Price Science & Technology — Distribution

T Rowe Price Small Cap Value Fund — istnbution

T Rowe Price Mid Cap Value — Distribution

Wasatch Ultra Growth — istmbution

Wasatch International Growth — Distribution

Fidelity New Markets Income — Distribution

Fidelity GNMA Fund — Distribution

Fidelity Total Bond — istmbution — Buy (add'l)

Fidelity Government Income — Distribution

Loomis Sayles Bond Retail — Distribution

Pimco Real Return Class D — Distribution

T Rowe Price High Yield Bond — istmbution

T Rowe Price GNMA — Distribution — Sold

T Rowe Price Emerging Markets Bond Fund — Distribution

T Rowe Price US Treas Intermediate — Distribution

Vanguard Inflation Protected Secs Iny — Int/Div

First Trust Chindia ETF — Int/Div

1Shares MSCI Singapore Capped ETF — Int/Div

Powershares QQQ TR Unit SER — Int/Div — Buy

Wisdomtree TR Emerging MKTS High — Int/Div

Common, Anavex Life Sciences Corp — None — Buy

Common, Anavex Life Sciences Corp — Buy (add'l)

JPMorgan Chase & Co Alerian MLP Index — Interest — Sold

Common, Novocure LTD — None — Sold

Common, Seaspan Corp. — Int/Div — Sold

Shares, Berkshire Hathaway Inc. CL B — None

Shares, Dell Technologies Inc. Com CL V — None — Sold

Shares, Goldman Sachs Group Inc — Int/Div

Common, Intrexon Corp — None

Shares, Federal Realty Invst Tr. Sh. Ben Tt. — Int/Div — Sold

Shares, Kimco Realty Comp — Int/Div — Sold

Fidelity Cash Reserves — Int/Div — Sold (part)

Fidelity Cash Reserves — Buy (add'l)

Fidelity Cash Reserves — Buy (add'l)

Fidelity Cash Reserves — Sold (part)

Fidelity Cash Reserves — Sold (part)

Fidelity Cash Reserves — Sold (part)

Fidelity Cash Reserves — Sold (part)

Fidelity Cash Reserves — Buy (add'l)

Fidelity Cash Reserves — Buy (add'l)

Fidelity Cash Reserves — Sold (part)

Fidelity Cash Reserves — Buy (add'l)

Fidelity Cash Reserves — Sold (part)

Fidelity Cash Reserves — Buy (add'l)

Fidelity Cash Reserves — Buy (add'l)

Fidelity Cash Reserves — Buy (add'l)

Fidelity Cash Reserves — Sold (part)

Fidelity Cash Reserves — Sold (part)

Fidelity Cash Reserves — Buy (add'l)

Fidelity Traditional IRA Acct. (H):

Shares, CNOOC Limited ADS EACH REP 100 ORD HKDO 02 — Int/Div — Sold

Common, Berkshire Hathaway — None

Shares, Seaspan Corporation — Int/Div

Common, Intrexon Corp. — None

Dreyfus Opportunisti Midcap Value CL A Fund — istmbution — Sold (part)

Teton Westwood Mighty Mites FD — Distribution

Fudelity Cash Reserves — Int/Div — Sold (part)

Fudelity Cash Reserves — Sold (part)

Fudelity Cash Reserves — Buy (add'l)

Fudelity Cash Reserves — Buy (add'l)

RBC IRA Acct. (H):

Ishares Tr Nasdaq Biotech Index Fund — Int/Div

Powershares QQQ Trust Unit Ser. — Int/Div

Vanguard Rollover IRA (H)

Shares, Convertible Securities — Int/Div — Sold (part)

Shares, Dividend Growth Fund — istnbution — Buy (add'l)

Shares, Wellesley Income Fund — Distribution

Shares, Vanguard Information Technology FTF — Int/Div — Buy

Vanguard Federal Money Market Fund (X) — Int/Div

RBC Jot Brokerage Acct. (H)

Common, Apple, Inc — Int/Div

Common, Walt Disney Co. — Int/Div

Common. Tesla Motors Inc — None — Buy (add'l)

US Govt. Money Market Fund RBC Reserve Class — Int/Div

USAA Investment Acct. (H) (transferred to Fidelity in Dec. 2017):

USAA Value Fund — Distribution — Sold (part)

USAA Value Fund — Sold (part)

USAA Nasdag 100 Index Retail — Distribution — Buy

USAA Science & Technology — Distribution — Buy

RBC IRA/A Acct. (H) (rollover to Fidelity in Dec, 2017)

Shares, Advent Claymore Conv Sec & Income Fund — Int/Div — Closed

Shares, Alps ETF Tr Alerian MLP — Int/Div — Closed

Common, Amgen Inc — Int/Div — Closed

Shares. BCE Inc. New — Int/Div — Closed

Shares, Blackrock Global Energy and Resources Trust — Int/Div — Closed

ETF Managers Trust Purefunds ISE Cyber Sec (Factorshares renamed) — Int/Div — Closed

Note, Citigroup Inc. 6.875% SER K DEP SHS REPSTG 1/1000TH INT — Int/Div — Closed

Shares, Doubleline Opportunistic Credit Fund — Int/Div — Sold

Shares, First Trust Preferred Securities & Income ETF — Int/Div — Closed

Shares, Eaton Vance Tax Advantaged Dividend Income Fund — Int/Div — Closed

Common, General Electric Co. — Int/Div — Closed

Shares, Shares International Select Dividend ETF — Int/Div — Closed

Note. Lowes Cos. Inc.. Due 9/15/17. 6.1% — Interest — Redeemed

Shares, MFS Value Fund A — Iistnbution — Closed

Common, Microsoft Comp — Int/Div — Closed

Shares. Novartis A G ADR — Int/Div — Closed

Common, Pepsico Incorporated — Int/Div — Closed

Common, Sysco Corporation — Int/Div — Closed

Common. Under Armour Inc. CL A — None — Closed

Common, Under Armour Inc. CL — None — Closed

Shares, Vanguard Intl. Eq. Index FDS Emerg, Markets Fund — Int/Div — Closed

Shares, Vanguard Sector Index FDS Vanguard Industrials ETF — Int/Div — Closed

Shares, Vanguard Sect. Index FDS Information Technology ETF — Int/Div — Closed

Common, Verizon Communications — Int/Div — Closed

Shares Victory Portfolios Munder Growth Opportunities FD C — None — Closed

Common, Welltower Inc. (formerly Health Care REIT Inc.) — Int/Div — Closed

Shares, US Govt. Money Market Fund (RBC) — Interest — Buy (add'l)

Shares, US Govt. Money Market Fund (RBC) — Buy (add'l)

Shares, US Govt. Money Market Fund (RBC) — Closed

RBC IRA/B Acct. (H) (rollover to Fidelity in Dec. 20017)

Common. AT&T Inc — Int/Div — Closed

Common, Bristol Mevers Squibb Co — Int/Div — Closed

Shares, Cohen & Steers Infrastructure Fund Inc. — Int/Div — Closed

Common, Eli Lilly & Co. — Int/Div — Closed

Shares. Gabelli Dividend & Inc Trust — Int/Div — Closed

Shares, Gabelli Global Small & Mid Cap Value Tr Com — Int/Div — Closed

Common. General Mills. Inc — Int/Div — Closed

Common, Gladstone Commercial Corporation — Int/Div — Closed

Common. Johnson & Johnson — Int/Div — Closed

Shares, Pembina Pipeline Corp. — Distribution — Closed

Shares, Pimco Dynamic Income Fund — Int/Div — Closed

Common. Under Armour Inc. CL A — None — Closed

Common, Under Armour Inc. CL C — None — Closed

Shares, Vanguard World Funds- Vanguard Health Care ETF — Int/Div — Closed

Shares, Vanguard REIT ETF — Int/Div — Closed

Shares Victory Portfolios Munder Growth Opportunities A — None — Closed

Shares, US Govt. Money Market Fund RBC Reserve Class — Int/Div — Closed

Rollover IRA - USAA FSB (H) (rollover to Fidelity in Dec, 2017):

Shares, USAA Science & Technology Retail — None — Buy

Shares, USAA Science & Technology Retail — Closed

Shares. USAA Value Fund — Distribution — Sold (part)

Shares. USAA Value Fund — Closed

Fidelity Rollover IRA (H):

Advent Claymore Conv Secs & Income — None — Open

Advent Claymore Conv Secs & Income — Sold

Alps ETF TR Alerian MLP ETF — None — Open

Alps ETF TR Alerian MLP ETF — Sold

Eaton Vance Tax Adve Div. Income — None — Open

Eaton Vance Tax Adve Div. Income — Sold

Gabelli GLB SML&EMD Cap Val Tr — Int/Div — Open

Gabelli GLB SML&EMD Cap Val Tr — Sold

General Electric Co — None — Open

General Electric Co — Sold

IShares TR INTL Sel Dwv ETF — None — Open

IShares TR INTL Sel Dwv ETF — Sold

Under Armour Inc. CL C — None — Open

Under Armour Inc. CL C — Sold

Under Armour Inc. CL A — None — Open

Under Armour Inc. CL A — Sold

Victory Munder Multi-Cap CL C — None — Open

Victory Munder Multi-Cap CL C — Sold

Victory Munder Multi Cap FD CL A — None — Open

Victory Munder Multi Cap FD CL A — Sold

Welllower Inc — None — Open

Welllower Inc — Sold

Fudelity OTC Port — None — Buy

Fidelity Select Med Technology & Devices — Distribution — Buy

MFS Value Class A — Distribution — Open

USAA Value Fund Retail — istnbution — Open

USAA Science & Technology — Distribution — Open

Fidelity Capital & Income — Int/Div — Buy

Fidelity Total Bond — Int/Div — Buy

E¥1 Managers Tr Prime Cyber Security — Int/Div — Open

Vanguard Sector Index FDS Health Care Vipers — Int/Div — Open

Vanguard Sector Index FDS Industrial Vipers — Int/Div — Open

Vanguard Sector Index FDS Info Technology Vipers — Int/Div — Open

Vanguard Intl Equity Index Fund Emerging Markets ETF — Int/Div — Open

First TR PFD Secs & Income ETF — Int/Div — Open

Vanguard Index FDS REIT ETF — Int/Div — Open

Common, Amgen, Inc — None — Open

Common, Blackrock Energy & Res TR — Int/Div — Open

Common, Bristol Myers Squibb — None — Open

Common. Cohen & Steers Infrastructure — Int/Div — Open

Common, Gabelli Div& Income TR — None — Open

Common, Johnson & Johnson — None — Open

Common, Eli Lilly & Co — None — Open

Common, Microsoft Corp. — None — Open

Common, Novartis A G Sponsored ADR — None — Open

Common, Pembina Pipeline Corp. — None — Open

Common, Pepsico Inc — None — Open

Common, Sysco Corp — None — Open

Preferred, Citigroup Inc. DEP 6.87500% PFD — None — Open

Common, Gladstone Com! Corp. — Int/Div — Open

Core Account (FDIC Insured Bank Accs.) — Interest — Buy

Core Account (FDIC Insured Bank Accs.) — Buy (add'l)

Core Account (FDIC Insured Bank Accs.) — Buy

Core Account (FDIC Insured Bank Accs.) — Sold (part)

Core Account (FDIC Insured Bank Accs.) — Sold (part)

Vanguard Investment Acct, (H):

Shares. Balanced Index Fund — Int/Div

Shares, Prime Money Mkt, Fund — Int/Div

Shares, Small-Cap Value Fund — Int/Div

Shares, IShares Technology ETF — Int/Div

mmm RBC Acct. ({H):

Shares, Berkshire Hathaway CL B Inc — None — Closed

mmm 2 RBC Acct. {H):

Shares, Berkshire Hathaway CL B Inc — None — Closed

529 Acct. - Vanguard gm Income Fund — Int/Div

REH Irrevocable Trust (H):

Fidelity Inherited IRA (H):

Shares, Fidelity Low Priced Stock Fund — Int/Div — Sold

Fidelity Cash Reserves — Int/Div — a

Fidelity Cash Reserves — Redeemed

Promissory Note from Vicki A. Marvel, 6% — None

M&T Money Market Acct — Interest

LHH Revocable Trust (H):

Fidelity Roth IRA (H):

Shares, Fidelity Contrafund — Distribution

Share. Fidelity Focused Stock Fund — Distribution

Shares, Fidelity Select Biotechnology — Distribution

M&T Money Market Acct — Interest

TIC Fidelity Trust Acct (H).

Shares, Fidelity Municipal Inc — Int/Div — Sold

Shares. Fidelity Government Income — Int/Div — Sold

Shares, Fidelity Intermediate Muni Income — Int/Div — Sold

Shares, Fidelity Capital & Income — Int/Div — Buy

Shares. Fidelity OTC Port — None — Buy

Shares, Fidelity Select Medical Equipment & System — Distribution — Buy

Fidelity Cash Reserves — Interest — Buy (add'l)

Fidelity Cash Reserves — Sold (part)

Bank of Oklahoma (BOO) Checking Acct — Interest

Parmer, Parmership #1

Custodian, 529 Acct, 44

Adpunct Professor, Georgetown University Law School - Graduate Tax Program

Liability — Washington University in St. Louis — Tuition Payment Plan Loan

Liability — U.S. Dept. of Education — Student Loans

Liability — Washington University in St. Louis — Student Loans

Liability — Emory University — Student Loans

Reimbursement — 01/22/2017 — Tax Section Midyeas Meeting — (Travel, Lodging & remaining Food reimbursed by the Court)

Reimbursement — Minds International Conference — 03/07.2017 03/9/2017 — London, England — Speak at and attend tax conference — Travel, Lodging, Food

Reimbursement — 08/13/2017 — Tax Section May Meeting — ( remaining Food reimbursed by the Court)

Reimbursement — 00/17/2017 — Tax Section Fall Meeting — (Travel, Lodging & remaining Food reimbursed by the Court)

Reimbursement — California Bar Tax Section — 10001720017 11042017 — San Diego, CA — Speak at and attend Annual Tax Conference — Travel, Lodging, Food

Income — 1207 — Georgetown University Law Center, Compensation for Teaching as adjunct faculty member — S6.000.00)

Spouse's income — 2017 — Maryland State Retirement Agency distribution (457 Plan)

Spouse's income — 2007 — National Fanci! Services (Fidelity Investments) distribution

Spouse's income — 2007 — Fidelity IRA distribution

Spouse's income — 2017 — RBC IRA distribution

2017 Report, lines 141-193: [rolled over my two IRA accounts at RBC and my IRA account at USAA to Fidelity in December 2017, and consolidated them

into a newly established Fidelity IRA Rollover account for convenience and ease of management. The effects of the rollover are reflected in a new listing for the

Fidelity IRA Rollover Account at lines 194-249. The transfer of each individual asset out of the old accounts is reflected by the word "Closed" and the receipt

of cach individual asset by Fidelity is reflected by the word "Open". The values shown are the values on the dates that the assets were transferred from the old

sccounts to the new Fidelity account. No gain or loss is reported because the assets were not sold or otherwise disposed of but were simply transferred between

financial institutions. Any income earned and any purchases or sales made are properly reported in the accounts where the income was camed and the purchases

or sales were made.

2017 Repo, lines 136-140: In December 2017, 1 transfered all of the the assets in my USAA investment account to a newly established Fidelity investment

sccount. 1 did not separately list the assets again in the Fidelity investment account but showed the change in the header.

2017 Report, part VII: For certain investments paying both capital gains distributions and dividends, the income has been aggregated and shown as distributions to

simplify reporting.

2017 Report, part VII, lines 255-258 : | show these RBC custodial accounts as closed. The assets in the custodial accounts were transferred into new accounts in

JE ames and wil mo omg be shan on this report.

consequently [0 assets are not reportable.