Beryl Alaine Howell

Citibank Accounts (svgs. money market checking) — Interest

Wells Fargo Accounts (savings and checking) — None — Open

Schwab Gov't Money Fund — Interest

Schwab Bank money market fund — Interest — Buy

Swroz Friedberg LLC, stock and RSU's — None — Sold

American Funds VCPS/College Money Market Fund S29F1 — None — Buy (add'l)

American Funds VCPS/College Money Market Fund S29F1 — Sold (part)

American Funds Fundamental Investors S529F1 — Int/Div — Sold (part)

American Funds Fundamental Investors S529F1 — Sold (part)

American Funds Growth Fund of America 529K — Int/Div — Sold (part)

American Funds Growth Fund of America 529K — Sold (part)

American Funds Small Cap Workd Fund S29F1 — None — Buy (add'l)

American Funds Income Fund of America S$29F1 — Int/Div — Sold (part)

American Funds Income Fund of America S$29F1 — Sold (part)

American Funds Income Fund of America S$29F1 — Sold (part)

American Funds Income Fund of America S$29F1 — Buy (add'l)

American Funds New Economy Fund 529F1 — Int/Div — Sold (part)

American Funds New Economy Fund 529F1 — Buy (add'l)

American Funds New Economy Fund 529F1 — Buy (add'l)

American Funds New Economy Fund 529F1 — Sold (part)

American Funds Europacific Growth Fund S529F1 — Int/Div — Sold (part)

American Funds Europacific Growth Fund S529F1 — Buy (add'l)

American Funds Europacific Growth Fund S529F1 — Buy (add'l)

American Funds Europacific Growth Fund S529F1 — Sold (part)

American Funds New Perspective Fund 529F1 — Int/Div — Buy (add'l)

American Funds New Perspective Fund 529F1 — Buy (add'l)

American Funds Washington Mutual Investors Fund — Int/Div — Sold

TIAA Cref Ist tg rtm 20 inst — None — Closed

MONY whole life insurance policy — Interest

US Treasure Note 1.0% due 8/31/16 — Interest — Matured

US Treasury Note 19% due 9/30/16 — Interest — Matured

US Treasury Note 1% due 10/31/16 — Interest — Matured

US Treasury Note 1% due 3/31/17 — Interest

US Treasury Note 1% due 5/31/18 — Interest

US Treasury Note 15 due 6/3/19 — Interest

US Treasury Note 1.25% due 1/31/19 — Interest

US Treasury Note 1.25% duc 4/30/19 — Interest — Buy

US Treasury Note 1.25% due 8/31/19 — Interest — Buy

Baron Growth Fund — Int/Div

Goldman Sachs Strategic Incoome — Interest

Ishares DJ US Oil Equipment ETF — Int/Div

Ishares Russell 1000 Growth — Int/Div

Ishares Rusel Midcap Growth E11 — Int/Div

US Inflation Index Bond Government bond — Interest — Buy (add'l)

US Inflation Index Bond Government bond — Matured

Technology SPDR — Int/Div

Ishares Health Care Providers Index Fd — Int/Div

Ishares TR Russel 2000 Growth Index — Int/Div

SPDR Consumer Discretioanry ETF — Int/Div

SPDR Healthcare ETF — Int/Div

SPDR Industnals ETF — Int/Div

Powershares Dynamic Media — Int/Div

Vanguard Consumer Staples — Int/Div

Vanguard Dividend Appreciation — Int/Div

ishares Gold Trust — None — Buy

SPDR Gold — None — Buy

Visa — None — Buy

Herman Bronsweig Educational and Health Trust (X)

Johnson and Johanson (X) — Int/Div

Lockheed Martin (X) — Int/Div

Oracle (X) — Int/Div — Sold (part)

Schwab Bank — Interest

Board Member, DC Circuit Historical Society

Reimbursement — U.S. State Department — March 5- 17.2016 — Sierra Leone — Bail and sentencing reform project — Transportation. meals. hotel

Spouse's income — 2016 — Twin Cities Public Television. business income

Spouse's income — 2016 — WGBH Educational Foundation. business income

Spouse's income — 2016 — Dale Foundation. business income

Section IT - Agreements

Stroz Friedberg. Inc. (SFI) was sold to another company in November 2016, My previiously listed agreements with SFI are now moot.