Jean P. Rosenbluth

Wells Fargo Accounts — Interest

American Electric Power common stock — Int/Div

Schwab IRA — None

FMI Large Cap

Fidelity Contrafund

Loomis Sayles Small Cap Fund

Voya (fiormerly ING Midcap Opportunity Fund)

Artisan International Fund

Dodge & Cox Intemational Stock Fund

Oakmark Intemational Small Cap Fund

ASTON/River Road Independent Value

Marketfield Fund — Sold

UBS AG Jersey 2040FE Trucs Due 4/2/40

Amencan Beacon GLBL — None — Buy

Wasatch Fund Services SM (X) — None — Buy

Yackuman Fund Service CL (X) — None — Buy

Bank of America Accounts — None

Morgan Stanley Legg Mason Clearbridge — None

401K) «= TIAA/CREF (no control) — None

managed allocation fund (TIMRX)

Lifecycle Retirement Income (TLRRX)

Brokerage Account (H)

Berkshire Hathaway B — None

Deutsche BK Cap 7.6% — Int/Div

Speed Commerce (formerly Navaree Corp) — Int/Div

Verizon — None

iShares TR S&P Global Energy Sector Index ETF — None — Sold

Sector Spdr Consumer Fund ETF — None

Sector Spdr IN] Select Shares ETF — Int/Div

Sector Spdr Tech Select Shares 1511 — Int/Div

Sector SPDR Tr Con Splitshares ETF — Int/Div

Harding Loevner Emerging Markets Adv — Int/Div

aJP Morgan Small Cap Equity Fund — Int/Div

Loomis Sayles bond fund CL R — Int/Div

Manning & Napier World Oppty A — Int/Div

Perkins Mid Cap Value T — Int/Div

PIMCO Total Return Fund CL D — None — Sold

RS Value Fund CL A — Int/Div

Schwab Core Equity Fund — Int/Div

Schwab Health Care Fund — Int/Div

Scout Intl Fund — Int/Div

Vanguard Inflation protected Securities Fund — Int/Div

Vanguard S/t Investment Grade Fund Iny — Int/Div

Schwab Money Market — Interest

Powershares QQQ Trust Ser ETF (x) — Int/Div

New York Times common stock — None

Power of attorney, mother

Spouse's income — 2014 — Trustee, ECR 1998 Trust, Los Banos, CA (not vet vested)

Re Part VII, line 43: This is an asset of my husband's. | previously reported it as sold, but he apparently only partially sold it.

Re Part VII, line 15: My husband actually purchased this in 2013, as indicated, but forgot to include it in the information he gave me last year. We keep our assets

entirely separate.

Re Part VII, line 16: My husband actually purchased this in 2013, as indicated, but forgot to include it in the information he gave me last year. We keep our assets

entirely separate.

Re Part VII, Schwab Gov't Money Fund entry: this was 4 mistake last year, so 1 have removed it. Tt was the same thing as the Schwab Money Market listed under

the brokerage uccount. Again, these are my husband's assets und | was going by what he told me.