Amy Berman Jackson

AGIHX — Int/Div

MDLOX — Int/Div

CVTRX — Int/Div

LGVAX — Int/Div

ETHSX — None

SGOVX — Int/Div

SRVEX — Int/Div

FABLX — Int/Div

OEGAX — None

MCLOX — Int/Div

FNMA — Interest

ABALX — Int/Div

ABALX — Int/Div

AGTHX — Int/Div

LGVAX — Int/Div

ETHSX — None

SRVEX — Int/Div

Capital One — Interest

TD Bank Savings Account — Interest

DC College Savings Plan 17+ — None

DC College Savings Plan 17+ — None

State of Israel Bonds — Interest

Wells Fargo bank account — Interest

SCHAWB INVESTMENTS.

Schwab Money Market Fund (SWGXX) — Int/Div

ABEMX — Int/Div

AEDYX — Int/Div — Sold (part)

BPIRX — None

FPCIZ — Distribution — Buy (add'l)

FPCIZ — Buy (add'l)

GLRIX — Distribution

HIEMX — Int/Div

ISTIX — None — Sold (part)

LLDYX — Int/Div — Buy (add'l)

MICSX — Distribution

MWCIX — istmbution

ODVIX — Int/Div — Sold

SGUX — Distribution

TEEIZ — Int/Div

VDIGX — Distribution

VDIGX — Int/Div — Buy (add'l)

VDIGX — Buy (add'l)

VDIGX — Buy (add'l)

VDIGX — Buy (add'l)

VSCSX — Int/Div

VSCSX — Int/Div — Buy (add'l)

VSCSX — Buy (add'l)

VSCSX — Buy (add'l)

VSCSX — Buy (add'l)

VSCSX — Buy (add'l)

VSCSX — Buy (add'l)

VSCSX — Buy (add'l)

VSCSX — Buy (add'l)

WABIX — Int/Div

WHGIX — Distribution

T6116EFPO — None

HLMEX — Int/Div — Buy (add'l)

HLMEX — Int/Div — Buy (add'l)

HLMEX — Sold (part)

HLMEX — Sold (part)

HLMEX — Buy (add'l)

MERRILL LYNCH INVESTMENT ACCOUNT:

ML Bank Dep Prog/IAXX - FIA Card SVS NA RASP MONEY MKT — Interest

Cecil Cnty MD — Interest

Sevier Cnty — Interest

BRKB — None

FBTAX — None

NVG (formerly NQI on line 79 of 2015 FDR) — Int/Div

NEA (formerly NPM on line 80 of 2015 FDR) — Int/Div

SGOVX — Int/Div

NSTAX — Int/Div

ETGIX — None

MERRILL LYNCH INHERITED IRA

ML Bank Deposit - FIA Card — Interest

Goldman Sachs Group — Interest

Autumn Woods Limited Partnership (X) — Rent

Concerning VII. Investments and Trusts:

Line 2: The Capital One CD listed on line 3 of the 2015 FRD was redeemed and the funds were moved to TD Bank in 2016 and listed on line 2 of this report,

Line 66: This asset ABLAX was inadvertently misreported in the 2015 FDR (at line 87) as having a value of "L" when it was actually "K."

Line 67: This asset AGTHX was inadvertently misreported in the 2015 FDR (at line 88) as having a value of "M" when it was actually "L.*

Line 68: This asset MDLOX was inadvertently misreported in the 2015 FDR (at line 89) as having a value of "K" when it wis actually "M.”

Line 76: Autumn Woods Limited Partnership (Maryland real estate mvestment) — partnership owns apartement building in Howard County, Maryland. This asset

was transferred to me from a family trust on September 1, 2015 as part of the wrapping up of my mother’s estate and inadvertently omitted from my 2015 report,

The value is not based on a formal appraisal; it is an internal evaluation prepared in April 2017 by the comptroller of Starch Realty, which manages the property

The income represents my share of the rental income from the apartment building, and in 2015, it was also Value Code E.