Randolph Daniel Moss

FIDELITY JOINT BROKERAGE ACCT #1

FIDELITY CASH ACCOUNT — None

DEUTSCHE INTERMEDIATE TAX/AMT FREE FUND — Int/Div

BLACKROCK MUNICIPAL STRATEGIC OPPORTUNITIES FUND — Int/Div — Sold (part)

VANGUARD LIMITED TERM TAX EXEMPT FUND — Int/Div

VANGUARD INTERMEDIATE TERM TAX EXEMPT FUND — Int/Div

EXXON MOBIL CORP COMMON STOCK — Int/Div

BBH CORE SELECT FUND — Int/Div — Buy (add'l)

FIDELITY CONTRAFUND — Int/Div

FIDELITY LOW PRICED STOCK FUND — Int/Div

SPDR S&P 400 ETF — Int/Div

SPDR TR UNITSER ETF — Int/Div

VANGUARD S00 INDEX FUND — Int/Div

BLACKROCK GLOBAL ALLOCATION FUND — Int/Div — Buy (add'l)

GLENMEDE LARGE CAP CORE FUND — Int/Div

FIDELITY S00 INDEX FUND — Int/Div — Buy (add'l)

FIDELITY 500 INDEX FUND — Buy (add'l)

FIDELITY IRA ROLLOVER - #1

FIDELITY CASH RESERVES — Interest

BLACKROCK GLOBAL ALLOCATION FUND — Int/Div

FIDELITY LOW PRICED STOCK FUND — Int/Div — Buy

FIDELITY IRA ROLLOVER #2

FIDELITY CASH RESERVES — Interest

BBH CORE SELECT FUND — Int/Div

FIDELITY CONTRAFUND — Int/Div

ISHARES S&P MIDCAP 400 — Int/Div

BLACKROCK GLOBAL ALLOCATION FUND — Int/Div — Buy (add'l)

FIDELITY LOW PRICED STOCK FUND — Int/Div — Buy

FIDELITY TOTAL MARKET INDEX — Int/Div — Buy

FIDELITY TOTAL MARKET INDEX — Buy (add'l)

ISHARES TR IBOXX INV CPBD ETF — Int/Div — Buy

CASH - STATE STREET CASH US GOV'T FUND — Int/Div — Distributed

BLACKROCK EQUITY INDEX NONLENDABLE FUND — Int/Div — Sold

IVY INTERNATIONAL CORE EUITY FUND — Int/Div — Sold

ACADIAN EMERGING MARKETS FUND — Int/Div — Sold

ABERDEEN EMERGING MARKETS FUND — Int/Div — Sold

ALLIANZ GI MICRO CAP FUND — Int/Div — Sold

LOOMIS SAYLES GLOBAL BOND FUND — Int/Div — Sold

AMERICAN CENTURY MID CAP GROWTH FUND — Int/Div — Sold

RS GLOBAL NATURAL RESOURCES FUND — Int/Div — Sold

ARTISAN MIDCAP FUND — Int/Div — Sold

LOOMIS SAYLES GROWTH FUND — Int/Div — Sold

DODGE AND COX INCOME FUND — Int/Div — Sold

MFS VALUE FUND — Int/Div — Sold

OPPENHIEMER GLOBAL VALUE FUND — Int/Div — Sold

IBM COMMON STOCK — Int/Div

CHEVRON COMMON STOCK — Int/Div

SCHWAB MONEY MARKET ACCOUNTS — Interest

CITIBANK CASH ACCOUNTS — Interest

SC FUNDAMENTAL PARTNERSHIP — Int/Div

NEWMONT MINING CORPORATION COMMON STOCK — Int/Div

SOURCE CAPITAL INC. COMMON STOCK — Int/Div

TRUSTEE FOR TRUST (REAL PROPERTY #1 ALEXANDRIA. VA) — Rent

TRUSTEE FOR TRUST (REAL PROPERTY #2. ALEXANDRIA. VA) — Rent

TRUSTEE FOR TRUST (REAL PROPERTY #3. HERNDON. VA) — Rent

VIRGINIA HOLSE — Rent

BMO CASH ACCOUNT (Y) - SEE NOTE IN PART VIII

Gift — DEBBIE GOLDBERG & SETH WAXMAN — APPROXIMATE VALLE OF VISIT TO RENTAL PROPERTY IN MARTHA'S VINEYARD — $3,500.00

Liability — CHASE — CREDIT CARD OUTSTANDING BALANCE AS OF 123120017

Reimbursement — UNIVERSITY SCHOOL OF LAW — COMPETITION

Reimbursement — STANFORD LAW SCHOOL — JANUARY 2017 — PALO ALTO, CALIFORNIA — MOOT COURT COMPETITION — TRAVEL. LODGING AND FOOD

Reimbursement — INSTITUTE — PENNSYLVANIA — OF COPYRIGHT ADVISORS GROUP

Part VII, Lines 65 and 66:

We have marked "B” in column BI for income during the reporting period for these entries. These two entries are 529 plans from which no reportable income

information was recieved by filer in 2017. Based ou the published asset allocation for these plans (listed below) it is likely that there was some amount of interest

and dividends paid by the underlying fund holdings. Filer has estimated this amount to be within the Category B income level ($1,001 - $2,500) based on the size

of the 529 plans at year end.

Both plans are invested in the "Portfolio for College” allocation which held the following T. Rowe Price investments during the 4th quarter of 2017:

Equity Index 500 Fund: 17.11%

Overseas Stock Fund: 63%

International Stock Fund: 63%

International Growth & Income Fund: 63%

Real Assets Fund: 1.00%

Short Term Bond Fund: 40.00%

Ltd Duration Inflation Focused Bond Fund: 40.00%

Part VII, Line 44: Wilmerhale 401(K) Plan:

All positions in filer's Wilmerhale 401(k) account were liquidated to cash and transferred mito filer's Fidelity IRA account on 1/23/2017. We have disclosed this

transaction as u distribution on line 45 of Part VII

Part VII, Lines 62, 63, 65 and 66: In prior year reports, filer had listed all assets held in the various state 529 plans. This information was not required as the

filer only selected an age based/risk based strategy in these plans and has no ability to control the underlying investment of the funds. For this reason, we have

removed all asset details of these 4 state 529 plans and have instead listed only the name of the plan and strategy selected instead of each underlying asset.

Part VIL, Line 75: The BMO Cash account previously disclosed on filer's 2016 (amended) report is no longer required to be disclosed as the owner of the account is

no longer a dependent of filer.