John Rich 3

MassMutual whole life insurance policies — Int/Div

Perkins Thompson 401k plan

Harbor International (Y)

Harbor Capital Appreciation — Int/Div

Vanguard 500 Index Admiral Ser — Int/Div

Vanguard Mad Cap Index Admaral — Int/Div

Vanguard Int'l Growth Admiral (X) — Int/Div

Rollover IRA account

Templeton Growth Fund Inc. Class A Shares — Int/Div

IRA Account

Franklin Templeton FD Allocator SER Founding — Int

Bank of America checking account — Interest

Bank of America savings account — Interest

RW. Baird Tactical ETF Allocation Portfolio — Int./y

Member, Board of Fellows, Portland Museum of Art

Vice-chair, Mane Justice Action Group

Agreement — 2008 — Perkins Thompson, P.A. 401k plan (ongoing participation; mutual funds only)

Addendum re: Part VII:

1 have added to my Perkins Thompson 401k funds Vanguard Int'l Growth Admiral to replace Harbor Int'l, as 1 have been informed by my former law firm,

Perkins Thompson, that on August 3, 2018, the trustees of the Perkins Thompson 401k plan fully transferred my holdings in Harbor Int'l to Vanguard Int'l Growth

Admiral.