Melvin S. Hoffman

Bank of America accounts — Interest

Brookline Bancorp stock — Int/Div

UBS Retirement Account- self directed IRA — Int/Div

money market account at UBS

Fidelity Advisor New Insights Cl A

Pimco All Asset Fund

Neuberger Berman Equity Inc C1 A

JP Morgan Mid Cap Value Fund Class A

Kealy Small Cap Value Fund Class A

Gateway Fund Class A

First Eagle Global Fund Class A

Apple

Johnson & Johnson

Merck

Staples Inc. (See Part VIII) — Sold

Time Wamer Cable

iShares Msci Emerging Markets Index Fund

iShares DJ Select Div Index Fund

Henderson Global Investors Int'l

FT Templeton Global Bond A

Loomis Sayles Strategic Inc A

Lord Abbet Floating Rate A

Pimco All Asset All Auth - A

Amencan Century IRA — Int

Amercian Century Balanced Fund

Amencan Century Strategic Alloc Fund

Amencan Century Utilities

Memil Lynch IRA — Int/Div

Amencan Inv. Co. of America Class A

American New Perspectives

Amencan Bond Fund of America Class A

Fidelity Select Consumer Staples A — Int

Fidelity Spartan 500 Index Fd (See Part Vi — Int/Div — Buy

Fidelity Spartan US Bond Index Fd (See Part VIII) — Int/Div — Buy

Fidelity Money Market Fund (See Part VIII) — Interest — Buy

State of Israel Bond — Int/Div

Wells Fargo Mutual Funds (Account ¥ 1) — Interest

Wells Fargo Money Market Fund (Part vin — Interest — Sold (part)

Invesco Global Real Estate Y — Int/Div

Blair William Int'l Growth Fund — hy — Sold

Dodge & Cox Int'l Stock Fund — Int/Div

Dreyfus Appreciation Fund — Int — Sold

Goldman Sachs Fin'l SquareTreasury Fund — Int/Div

John Hancock Global Absolute Return Fund — Int/Div

Highland Long/Short Equity Fund — Int/Div — Sold

Hotchkis & Wiley Diversified Value Fund — Int/Div

John Hancock Currency Strategies Fund — Int/Div — Sold

Lazard Emerging Mkts Port Inst'l Fund — Int/Div — Sold

Legg Mason Clearbndge Aggressive Growth Fund — Int/Div — Sold

Mamstay Marketfield Fund — Int./hv — Sold

Neuberger Berman Alternative Long Shot Fund — Int/Div — Sold

Blackrock Emerging Mkt Long/Short Equity Fund — Int/Div — Sold

Wells Fargo Emerging Growth Fund — Int/Div — Sold

Heartland Group Value Plus — Int/Div — Sold

Oppenheimer Dev. Mkts Fund — Int/Div

Pimco Pac Invst Commodity Real Retum Strat Fund — Int/Div

RS Invt Trust Value Fund — hy

T Rowe Price Mid-Cap Growth — Int/Div

Natixis ASG Managed Futures Strategy Fund — Int/Div

Fundadvantage TR Gotham Ab. Ret — Int — Buy

Eaton Vance Global Macro Ab. Ret — Int/Div — Buy

Harbor Funds Small Cap Value — Int/Div — Buy

Harbor Funds Cap Appreciation — Int/Div — Buy

Hotchkis & Wiley Diversified Val — Int/Div — Buy

JP Morgan US Large Cap Core Plus — hy — Buy

Amer Europacific Growth — Int/Div — Buy

Virtus Emerging Mkts Opportunities — Int/Div — Buy

Wells Fargo Brokerage Account #2 — Int/Div

Aercap Holdings NV — Int — Buy

Alanz SE-ADR AZSEY — Int/Div — Buy

Amercian Express Co. — Int/Div — Buy

Amnaly Capital Mgmnt Inc. REIT — Int/Div — Buy

Baxalta Inc — Int/Div — Buy

Baxter Int'l Inc — Int/Div — Buy

Bed Bath & Bevond Inc — Int/Div — Buy

Bridgestone Corp ADR LTD — Int/Div — Buy

BT Group PLC-ADR — Int/Div — Buy

Canadian Nat'l RY Co — Int/Div — Buy

Capgemini SA-ADR — Int/Div — Buy

Camival PLC-ADR — Int/Div — Buy

Check Pomt Software Tech Lid — Int/Div — Buy

Chevron Comp — Int/Div — Buy

China Eastern Arilines Lted — Int/Div — Buy

China Mobil Lud — Int/Div — Buy

Cisco Systems Inc — Int/Div — Buy

DBS Group Holdings — Int/Div — Buy

Diamond Offshore Drilling Inc — Int/Div — Buy

Ebay Inc — Int/Div — Buy

Energy Select Sectro SPDR — Int/Div — Buy

Exelon Corp, — Int/Div — Buy

Express Scripts Hldg Co — Int — Buy

Exxon Mobil Comp. — Int/Div — Buy

Franklin Resources Inc — Int/Div — Buy

Glaxosmithkline PLC - ADR — Int/Div — Buy

Hemeken NV — Int/Div — Buy

Honda Motor Ltd New American — Int/Div — Buy

lcom PLC — Int/Div — Buy

ITV PLC Unspons ADR — Int/Div — Buy

Johnson & Johnson — Int/Div — Buy

Kasikornbank Pub Co Ltd Unspons ADR — Int/Div — Buy

Kiddi Corp. Lnspons ADR — Int/Div — Buy

Keppel Ltd Spons. ADR — Int/Div — Buy

Korea Elec PWR Corp — Int/Div — Buy

Mack Cali Rlty Corp. REIT — Int/Div — Buy

Magna Int'l Inc. C1 A — Int/Div — Buy

Manulife Fin'l Corp — Int/Div — Buy

Medtronic PLC — Int/Div — Buy

Microsoft Corp. — Int./y — Buy

Mitsubishi Electric Corp. — Int/Div — Buy

Murata Mfrg ADR — Int/Div — Buy

Netease Inc — Int/Div — Buy

Nippon Telegraph & Tel Corp Spons ADR — Int/Div — Buy

NXP Semiconductor NV — Inv — Buy

Omix Corp. Spons ADR — Int/Div — Buy

Pandora A/S ADR — Int/Div — Buy

Pepsico Inc — Int/Div — Buy

Persimmon PLC Unspons ADR — Int/Div — Buy

PNC Fmancial Services Group — Int/Div — Buy

Procter & Gamble Co. — hy — Buy

PT Bank Madin Persero TBK — hy — Buy

Qualcomm Inc — Int/Div — Buy

Renault SA Unspons ADR — Int/Div — Buy

Roche Holdings LTD ADR — Int/Div — Buy

Ryanair Hidgs PLC — Int/Div — Buy

Shire PLC — Int/Div — Buy

SK Telecom Co LMT Spons ADR — Int/Div — Buy

SMC Corp. Japan Spons ADR — Int/Div — Buy

Sumitomo Mitsui Fin'l Group Ine — Int/Div — Buy

Suncor Energy Inc. New — Int/Div — Buy

Suntrust Banks Inc — Int — Buy

Tarwan Semiconductor Mfg Co Ltd ADR — Int/Div — Buy

Target Corp. — Int/Div — Buy

Tata Motors Ltd Spons ADR — Int/Div — Buy

Techtronic Indus Ltd Spons ADR — Int — Buy

Teva Pharmaceutical ADR Inds Lid — Int/Div — Buy

Toray Industries ADR — Int/Div — Buy

Torchmark Corp. — Int/Div — Buy

Toyota Motor Corp. ADR New 3/82 — Int/Div — Buy

Travelers Cos Inc — Int/Div — Buy

Unibail Rodamco SE — Int/Div — Buy

Unilever PLC — Int/Div — Buy

US Bancorp New — Int/Div — Buy

Valeo Spusr ADR — Int/Div — Buy

Validus Holdmgs Lid — Int/Div — Buy

Vestas Wind Systems Unspon ADR — Int/Div — Buy

Wabco Holdings Inc — Int/Div — Buy

Walmart Stores Inc — Int/Div — Buy

Wells Fargo Co — Int/Div — Buy

WH Group Ltd Unspos ADR — Int/Div — Buy

Whole Foods Market Inc — Int/Div — Buy

WIPRO Lud ADR — Int/Div — Buy

YY Inc ADS RESTG Com CI A — Int. — Buy

Zunich Ins. Group ADR — Int/Div — Buy

Deutsche Secs Tr Enhanced Commod Strat Fd Inst! C1 — Int/Div — Buy

Deutsche Secs TR Global Real Est Secs Fd Inst! C1 — Int/Div — Buy

William Blair FDS Small Cap Growth C1 1 — Int/Div — Buy

Oppenheiber Dev MKTS C1Y — Int/Div — Buy

JP Morgan TR 11 Large Cap Growth Select Cl — Int/Div — Buy

Touchstone Inst] Fds TR Sands Cap Inst! Growth Fd — Int/Div — Buy

Victory Sycamore Small Co Oppty Fd C1 1 — Int/Div — Buy

Wells Fargo Brokerage Account #3 (See Part VII) — Int/Div

Agrium Inc — Int/Div — Buy

Altria Group Inc — Int/Div — Buy

American Express Co — Int/Div — Buy

Amgen Inc — Int/Div — Buy

Apple Inc — Int/Div — Buy

CH Robmson Worldwide Inc — Int/Div — Buy

Capital One Financial Corp — Int/Div — Buy

CBS Corp. C1B — Int/Div — Buy

Cisco Systems Inc — Int/Div — Buy

Citigroup Inc. New — Int/Div — Buy

Coca Cola Enterprises — Int/Div — Buy

Costco Whsl Corp New — Int/Div — Buy

Delphi Automotive PLC — Int/Div — Buy

Delta Airlines Inc. New — Int — Buy

Eastman Chemical Co — Int/Div — Buy

Exxon Mobil Corp — hy — Buy

Fifth Third Bancorp — Int/Div — Buy

Gamestop Corp Class A — Int/Div — Buy

Gilead Sciences Inc — Int/Div — Buy

Harley Davidson Inc — Int/Div — Buy

Hewlett Packard Enterprise Co — Int/Div — Buy

Home Depot Inc — Int/Div — Buy

HP Inc — Int/Div — Buy

Intel Corp. — Int/Div — Buy

International Paper Co. — Int/Div — Buy

JP Morgan Chase & Co — Int/Div — Buy

Maxim Integrated Prods Inc — Int/Div — Buy

Medtronic PLC — Int/Div — Buy

Metlife Inc — Int./y — Buy

Microsoft Corp. — Int/Div — Buy

Pentair PLC — Int/Div — Buy

Pfizer Inc — Int/Div — Buy

Phillips 66 — Int/Div — Buy

Pitney Bowes Inc — Int/Div — Buy

Qualcomm Inc — Int/Div — Buy

Quest Diagnostices Inc — Int/Div — Buy

Robert Half Int'l Inc — Int/Div — Buy

Ross Stores Inc (Calif) — Int/Div — Buy

St. Jude Medical Inc — Int/Div — Buy

Tyson Foods Inc. Cl A — Int/Div — Buy

Union Pacific Corp — hy — Buy

United Technologies Corp — Int/Div — Buy

Verizon Communications — Int/Div — Buy

Western Digital Corp — Int/Div — Buy

Whirlpool Corp — Int/Div — Buy

3M Co. — Ine — Buy

Inherited IRA Wells Fargo (See Part VIII) — Int/Div

Amer. Centy Mutual Funds Heritage Fd C1 A

lvy Value FA CI A

MONY whole life insurance — Ine

Rental property Brewster MA ($335,000 2002) (See Part VIII — Reat — Sold

Rental property Brookline MA ($465,000 tax asses. 2016) — Rent

Morgan Stanley IRA Rollover (See Part VII — Int/Div

Morgan Stanley Money Market Acct

Gugenheim S&P S00 Equ Weight

SPDR S&P Dividend

Vanguard Mid-Cap ETF Index

Vanguard S&P 500 Growth ETF

Doublelme Core Fixed Income 1 — Buy (add'l)

Amencan Europacific Gowth F

Amencan Growth Fund of American Fi

American Washington Mutual F

First Eagle Global

lva Worldwide

lvy Asset Stragegy

Merger Fund — Sold

Neuberger Berman Genesis TR

Pimco All Asset All Auth P — Sold

Pimco Total Return — Sold

Pimco Income P

Pioneer High Yield Y

Loomis Sayles Bond Inst. Fund — Sold

Permanent Portfolio Inc — Sold

Pioneer Dynamic Credit

Pioneer Flexible Oppty (See Part VIII)

Mamstay Unconstraimed Bond — Sold

Pioneer Strategic Income Y

Wells Fargo Adv Absolut Ret Adm — Buy

Gugenheim Limited Duration — Buy

AQR Long-Shorty Eq Inst — Buy

AQR Style Prema Alt — Buy

SPDR Doubleline Tr Tact ETF — Buy

Loomis Sayles Strategic Inc Y — Buy

Loomis Sayles Core Plus Bd Y — Buy

Memil Lynch IRA (See Part VIII) — Interest

TIAA-CREF Retirement Plan — Int/Div

TIAA-CREF Tradl Fund — Int/Div

REF Stock Fund — Int./y

Real Estate Fund — Int/Div

Fidelity Retirement Account (See Part VIII — hy

Fidelity Freedom K 2015

Fidelity Low Priced Stk

FMMT Retire Gov 11

Liability — PNC Bank (see Part VI line 212) — Mortgage Brewster, Mass rental property

Spouse's income — 2015 — Tufts Universtiy salary

Part VIL Investments and Trusts

Line 15. Proceeds of Staples stock deposited into UBS money market account.

Line 33. Purchased with proceeds of sale of Brewster property (See Part VII line 212),

Line 34. Purchased with proceeds of sule of Brewster property (See Part VII line 212).

Line 35. Purchased with proceeds of sale of Brewster property (See Part VII line 212).

Line 38. Proceeds used to open Wells Fargo Brokerage Account #2. (See Part VII line 68).

Line 161: Purchased with proceeds from inheritance from the estate of deceased parent.

Line 208: Inherited upon death of parent. Received 9/30/14, Inadvertently omitted from 2014 financial disclosure.

Line 212: Sale proceeds deposited in Fidelity accounts (see Part VII lines 33-35).

Line 236: Converted from Pioneer Multi Asset Real Estate.

Line 246: Converted from Bank of America IRA CD.

Line 251: Spouse's retirement account inadvertently omitted from prior financial disclosures,