Christopher J. Panos

FSLCX — Int/Div

FASMX — Int/Div

FDFFX — Int/Div

FFIDX — Int/Div

FLPSX — Int/Div

FBGRX — Int/Div

FDGFX — Int/Div

IRAK2

FDRXX — Int/Div

CIP Investment Acct

VEMAX — Int/Div

VMATX — Int/Div

VMMXX — Int/Div

VTIAX — Int/Div

VTSAX — Int/Div

529 Plan Account

Vanguard Tot] Int Stk Idx — None

Vanguard tot] Stk Mkt Idx — None

529 Plan Account 2

Vanguard Tot! Int Stk Idx — None

Vanguard tot] Stk Mkt Idx — None

CIPIRA I

VMXX — Int/Div

VTIAX — Int/Div

VTSAX — Int/Div

CIPIRA2

VMMXX — Int/Div

CJP Inv Acct 2/ LMMWL Trust Acct

VMMXX — Int/Div

FHICX — Int/Div

HAHCX — Int/Div — Sold (part)

HAHAX — Int/Div — from line 22)

CIPIRAZ

ABDXX — Interest

VGK — Int/Div

VOO — Int/Div

VFH — Int/Div

CJP Investment Acct 3

SPAXX — Int/Div

SPAXX — Sold (part)

FDMXX — Int/Div

FDMXX — Sold (part)

FDMXX — Sold (part)

FDMXX — Sold (part)

FDMXX — Sold (part)

XLF — Int/Div

ABTL(ALTO) — None

CXDO — None

XLRE — Int/Div

FTEXX — Int

FZBXX — Int/Div

Investment Acct 4

FDMXX — None — Sold

Investment Account k!

FDMXX — Int/Div

FSDCX — Int/Div

MSI — Int/Div

TSLA — Int/Div

Boston Private Bank Deposit Account — Interest

Bank of America Deposit Accounts — Interest

USAA Deposit Account — Interest

Baycoast Bank Deposit Accounts — Interest

Santander Deposit Account — Interest

2014 CM Grantor Trust (no reportable assets) — None

CM Trust (holds snmall interest in Valmare Inc. (private co.) — None

BeeHive Trust (no reportable assets) — None

Knubble Trust (no reportable assets) — None

Board Member, Spindle Rock Club, Inc

Trustee, LMM Westport Legacy Trust (personal/family investment accts)

Trustee, Knubble Realty Trust (personal/family real estate)

Trustee, BeeHive Realty Trust (personal/family real estate)

Trustee, C&M Trust

Agreement — 11211214 — Agt. Re. Plan of Liquidation and Winddown Craig and Macauley PC (ceased practicing law 4/30/14, but still could distribute to former shareholders).

Reimbursement — American Bankruptcy Institute — July 11 -14,20118 — Stowe, VT — Speak at Northeast Conference — Hotel room and meals provided

Income — 12/15/18 — Craig and Macauley PC Windown Distribution (See Part 11) — S6.490 82

Part 1 -

Line 2 - LMM Legacy Trust is a family trust that holds investment accounts that are reported in Part VII,

Line 3 - Knubble Trust owns an interest in non-income producing undeveloped family land

Line 4 - BeeHive Realty Trust owns non-income producing family home

Line 5 - CM Trust see Part VII, Line 69

Part VII-

Reinvested Dividends are reflected as income and in the total value.

Lines 22 and 23 reflect some sort of a division of Hartford High Yield Bonds into "A" (HAHAX) and "C* (HAHCX) classes in 2018. This appeared on my 2018

statements and was not initiated in any way by me,

Line 68 - C&M Grantor Trust - | understand that this grantor trust (related to the windown agreement referenced in Part 11, Line 1) had no assets as of 12/31/16, but

could be further funded im relation to the winddown.

Other:

PN has informed me that she is or will be the trustee of estate planning trusts for JI. She has also been named in trusts and on bank and investment

accounts us a beneficiary who muy receive money or assets if at the time of JN death at some point in the future funds remain after costs of support.

maintenance and medical expenses are paid during lifetime and JENIN estate planning has not been changed. She is also acting under a power of

attorney and health care proxy for JEN. but is not managing

vestments in any accounts,