Jean P. Rosenbluth

Wells Fargo Accounts (cash equivalent) — Interest

American Electric Power common stock — Int/Div

Schwab IRA (H)

FMI Large Cap — Int/Div — Sold

Fidelity Contrafund — Int/Div — Sold

Voya (formerly ING Midcap Opportunity Fund) — None — Sold

Artisan International Fund — Int/Div — Sold

Dodge & Cox International Stock Fund — None — Sold

Amencan Beacon GLBL — Int/Div — Sold

Angel Oak Flexible — Int/Div — Sold

Stone Ridge All Asset — Int/Div

American Beacon LargeCap — None — Sold

Driehaus Frontier — None — Sold

Oberweis Int'l Opportunity — None — Sold

Guggenheim Macro Oppty Inst — Int/Div — Buy

Guggenheim Macro Oppty Inst — Int/Div — Buy (add'l)

Elements Emerging Mkts Port — Int/Div — Buy

Elements Intl Small Cap Port — Int/Div — Buy

Elements Intl Port — Int/Div — Buy

Elements US Small Cap — Int/Div — Buy

Elements US Port — Int/Div — Buy

Bank of America Accounts (cash equivalent) — Interest

Morgan Stanley Aggressive Growth A — Int/Div

401K) «= TIAA/CREF (no control) (H)

mumaged allocation fund (TIMRX) — Int/Div

Lifecycle Retirement Income (TLRRX) — Int/Div

Brokerage Account (H)

Berkshire Hathaway B — None

Deutsche BK Cap 7.6% — Int/Div

Speed Commerce (formerly Navaree Corp WY)

Verizon — Int/Div — Sold

Sector Spdr Consumer Fund ETF — Int/Div — Sold (part)

Sector Spdr INA] Select Shares ETF — Int/Div

Sector Spdr Tech Select Shares ETF — Int/Div — Sold

Sector SPDR Tr Con Splitshares ETF — Int/Div

Harding Loevner Emerging Markets Ady — Int/Div

JP Morgan Small Cap Equity Fund — Int/Div

Loomis Sayles bond fund CL R — Int/Div — Sold

Manning & Napier WOrld Oppty A — None — Sold

Janus Henderson (SEE PART vii) — None — Sold

Victory RS Value Fund CL A (SEE PART vin — None — Sold

Schwab Core Equity Fund — None — Sold

Schwab Health Care Fund — Int/Div

Scout Intl Fund — Int/Div — Sold

Vanguard Inflation Protected Securities Fund — Int/Div — Sold (part)

Vanguard Inflation Protected Securities Fund — Int/Div — Sold

Vanguard Inflation Protected Secs Adm Shr — Int/Div — Buy

Vanguard s/t Investment Grade Fund Inv — Int/Div — Sold

Vanguard s't Investment Grade Fund Admiral — Int/Div — Buy

Vanguard FTSE All World EX US ETF — Int/Div — Buy

Schwab Gov. Money Fund (See Part VIII) — Interest

Powershares QOQO Trust Ser ETF (x) — Int/Div — Sold (part)

Pimco Investment Grade Corp BD Instl — Int/Div — Buy

Pimco Incm Inst CL — Int/Div — Buy

Wisdomtree Intl Small Cap Divident ETF — Int/Div — Buy

Ridgeworth Seix Float — Int/Div — Buy

New York Times common stock — Int/Div

Power of attorney, mother

Spouse's income — 2017 — Trustee, R 1998 Trust, Los Banos CA (not vet vested)

Re Part VII, Line 15: This was reported in years past as EMI Large Cap, based on what my husband told me, That was a mistake. It should haveben FMI Large

Cap, and it is already listed in Line 4.

Re Part VII, Line 24: Last year this was reported as being partially sold, but JN apparcatly sold all of it.

Re PartVIL, Line 34: SEN tells me the name was changed from Perkins last year to Janus Henderson.

Re Part VII, Line 35: Name change last year according to JR .

Re PastVII, Line 41: Name reported incorrectly last year,

Re Part [IB and Part VIL: The listed trust is JIN sole interest and the assets are not derived from my personal assets, come or activities; 1 have no

knowledge of or access to the trust's assets: and | dervie no benefit from them, nor will | ever, as JEN and | keep our assets separately.