Diane Finkle

Great West Lifetime Advan. IRA, Mod Consy, Profile 11 — Int/Div

Ursillo, Teitz & Ritch Realty IV, Appraisal, 12/0872011 — Int/Div

First Eagle Gold Fund Class A, Mutual Fund — Int/Div

HSA Bank. Account — Interest

MFS Municipal Income Fund-A — Interest

Commonwealth Municipal Income Fund — Interest

UBS Pace Select Fund (IRA), Mutual Fund — Int/Div

Phoenix Big Edge Plus, Mutual Fund. Annuity — Int/Div

Bank Rhode Island. Account — None

Hartford Select Dimensions Fund, { Annuity) — Int/Div

Phoenix Big Edge Plus, Mutual Fund, (Annuity) — Int/Div

Fidelity FA Freedom 2020 1, 401(K)/Profit Sharing Plan — Int/Div

Pioneer Value Fund A — Int/Div

Ursillo, Teitz & Ritch Ltd. Appraisal 12/08/11 — None

American Express Money Market Account — Interest

UBS Pace Select Fund, Mutual Fund — Int/Div

SPDR SER TR Barclays Short — Int/Div — Buy

UBS Pace Select Fund. Mutual Fund (IRA) — Int/Div

UBS Pace Select Fund, Mutual Fund — Int/Div

Phoenix Bid Edge Plus, Mutual Fund (Annuity) — Int/Div

Dreyfus Insured Deposits Basic — Int/Div — Sold

Fidelity Floating Rate High Income — Int/Div

Franklin Low Duration Total — Int/Div — Sold

Goldman Sachs Global Income Fund — Int/Div

Goldman Sachs Strategic Income Fund — Int/Div

Lord Abbett Short Duration Income Fund — Int/Div

Indexiq ETF TR IQ Hedge Multi-Strategy — Int/Div

Ishares TR Momingstar — Int/Div

Ishares TR Russell Mid-Cap ETF — Int/Div

shares TR Global 100 ETF — Int/Div — Sold

shares TR Russell 2000 ETF — Int/Div

Ishares TR MSCI ACWI ETF — Int/Div

Powershares Exchange-Traded Fund — Int/Div

SPDR Index SHS FDS S&P World Ex-US ETF — Int/Div

SPDR SER TR Barclays High Yield BD FTF — Int/Div

Putnam Absolute Return 700 Fund CLY — Int/Div — Buy

Vanguard Index FDS Vanguard Reit ETF — Int/Div — Sold

Vanguard FTSE Emergng Markets ETF — Int/Div

Secretary- Westcote Drive Association, Westcote Drive Association; umcorporated private association

Liability — Coastway Community Bank — Commercial Real Estate Mortgage

Reimbursement — American Bankruptcy Institute — OTA 150 07/12/15 — Falmouth, Ma — cducational seminar and conference — registration fee, lodging and meals

Spouse's income — 2015 — Ursillo, Teitz & Ritch, Lid- salary and employee benefits

Part I, Line 2- | am the trustee of and hold a beneficial interest in Trust #1. 1 did not realize that my position in this type of trust had to be disclosed because the

trust has no reportable value as its sole asset is a term life insurance policy. Consequently, it was erroneously ommitted from previsously filed reports. Because

this trust has no reportable value it is not listed in Part VII,

Part 1, Line 3- 1 am the trustee of Trust #2 which has no assets and has never had any assets. 1 did not realize that my position m this trust had to be disclosed

because the trust has no reportable value. Consequently, it was erroneously ommitted from previsously filed reports. Because it has no reportable value it is not

listed in Part VIL