Douglas Preston Woodlock

Sequoia SEQUX — Int/Div

Fidelity Growth Company FDGRX — Int/Div

Vanguard Prime (money market) VMMXX — Int/Div — Buy (add'l)

Vanguard Mid-Cap Index VIMAX — Int/Div

Vanguard Value Index VVIAX — Int/Div

Vanguard 500 Index VFIAX — Int/Div

Vanguard Intermediate-Term Bond Index VBILX — Int/Div

Vanguard Short-Term Bond Index VBIRX — Int/Div

Vanguard Treasury (money market) VUSXX — Int/Div — Sold

T. Rowe Price Value TRVLX — Int/Div

Vanguard Small-Cap Index VSMAX — Int/Div

Vanguard Extended Market Index VEXAX — Int/Div

Vanguard Total Int'l Stock Index VTIAX — Int/Div

Vanguard Total Stock Market Index VISAX — Int/Div

Fidelity S00 Index FXAIX — Int/Div

Fidelity Extended Market Index FSMAX — Int/Div

Fidelity In'tl Index FSPSX — Int/Div

Bank of America accounts — Interest

Fidelity Mass. Muni. (money market) FDMXX — Int/Div — Buy (add'l)

Fidelity Mass. Muni. (money market) FDMXX — Sold (part)

Fidelity Mass. Muni. (money market) FDMXX — Buy (add'l)

Fidelity Mass. Muni. (money market) FDMXX — Sold (part)

Vanguard Dividend Appreciation Index VDADX — Int/Div — Sold (part)

Fidelity Total Market Index FSKAX — Int/Div

iShares Minivolatility ETF USMV — Int/Div

Fidelity Government (money market) SPAXX — Int/Div — Sold (part)

Vanguard Federal (money market) VMFXX — Int/Div — Buy (add'l)

Fidelity Ltd Term Bond FJRLX — Int/Div — Buy

Trustee, Trust No.

Trustee, Trust No. 2

Part | and Part VII:

All assets of Trust No. | and Trust No. 2, identified in Part |, are listed individually in Part VIL

Part VII, Lines 15, 16, 17 and 24: the names and symbols for these accounts were changed on Nov. 2, 2018 as u result of mergers among various Fidelity funds.

Part VIL, Lines 26 and 27 are settlement account money market funds which from time to time involve transactions over $1,000. During years in which such

transactions occur they are reported in connection with the funds. In order to provide continuity of presentation for efficiency of review, they are listed even in

years when they do not reach the reporting thresholds,