Christopher J. Panos

CJP Investment Acct 1

VEMAX — Dividend

VMATX — Dividend

VMMXX — Dividend — Sold (part)

VMMXX — Sold (part)

VTIAX — Dividend

VTSAX — Dividend

529 Plan Account 1

Vanguard Totl Int Stk Idx — None

Vanguard totl Stk Mkt Idx — None

529 Plan Account 2

Vanguard Totl Int Stk Idx — None

Vanguard totl Stk Mkt Idx — None

CJP IRAs 1,2

VEMAX — Dividend — Buy

VMMXX — Dividend — Sold (part)

VTIAX — Dividend — Buy (add'l)

VTSAX — Dividend — Buy (add'l)

CJP IRA 2

VEMAX — Dividend — Buy

VMMXX — Dividend — Sold (part)

VTIAX — Dividend — Buy

VTSAX — Dividend — Buy

CJP Inv Acct 2 / LMM

VMMXX — Dividend — Sold (part)

FHICX — Dividend

HAHCX — Dividend

HAHAX — Dividend

CJP IRA 3 O

ABDXX — Interest — Distributed (part)

VGK — Dividend

VOO — Dividend

VFH — Dividend

CJP Investment Acct 3

SPAXX — Int./Div.

FDMXX

FDMXX — Redeemed (part)

FDMXX — Redeemed (part)

FDMXX — Distributed (part)

FDMXX — Distributed (part)

FDMXX — Distributed

FLCEX — Dividend — Buy

MDIDX — Dividend — Buy

TMSIX — Dividend — Buy

FTEXX — Int./Div.

XLF — Dividend

ABTL (AUTO) — None

CXDO — None

XLRE — Int./Div.

FZBXX — Int./Div.

Investment Account k1

FDMXX — Dividend

FSDCX — Dividend

MSI — Dividend

TSLA — Dividend

IRA k2

FDRXX — Int./Div.

FSLCX — Dividend

FASMX — Dividend

FDFFX — Dividend

FFIDX — Dividend

FLPSX — Dividend

FBGRX — Dividend

FDGFX — Dividend

R IRA Acct k3

FDRXX — Int./Div.

FMCSX — Dividend

FDGFX — Dividend

Boston Private Bank Deposit Account — None

Bank of America Deposit Accounts — Interest

USAA Deposit Account — Interest

Santander Deposit Account (believed held as unclaimed funds) — Interest

2014 CM Grantor Trust (no reportable assets) — None

CM Trust (holds snmall interest in Valmarc Inc. (private co.) — None

BeeHive Trust (no reportable assets) — None

Knubble Trust (no reportable assets) — None

Board Member, Spindle Rock Club, Inc. and Spindle Rock Trust

Trustee, LMM Westport Legacy Trust (personal/family investment accts)

Trustee, Knubble Realty Trust (personal/family real estate)

Trustee, BeeHive Realty Trust (personal/family real estate)

Trustee, C&M Trust

Agreement — 12/12/14 — Agt. Re. Plan of Liquidation and Winddown Craig and Macauley PC (ceased practicing law 4/30/14, but still could possibly distribute to former shareholders).

Agreement — 12/12/14 — (cont'd. - no distributions in 2019 and no future distributions known)

Reimbursement — American Bankruptcy Institute — July 11 - 13, 20119 — Newport, RI — Speak at Northeast Conference — Hotel room and meals provided

Part I -

Line 2 - LMM Legacy Trust is a family trust that holds investment accounts that are reported in Part VII.

Line 3 - Knubble Trust owns an interest in non-income producing undeveloped family land

Line 4 - BeeHive Realty Trust owns non-income producing family home

Line 5 - CM Trust see Part VII, Line 77

Part VII-

Reinvested Dividends are reflected as income and in the total value.

Line 16 - added an "M" to correct trading symbol for fund reported on last report

Lines 69 - 71 - Discloses mutual funds with a total value less than $15,000 held in a Roth IRA owned by apparently overlooked on previous Financial

Disclosure Forms.

Line 68 - C&M Grantor Trust - I understand that this grantor trust (related to the windown agreement referenced in Part II, Line 1) had no distributable assets as of

12/31/16, but could be further funded in relation to the winddown if funds are generated. None are known at this time.

Other:

possesses a remainder interest in a non-income producing house owns with . is the trustee of estate planning trusts for and is

joint owner with right of survivorship of bank and investment accounts. The investment accounts are professionally managed, and I am not provided with copies

of the statements. These accounts will be used to pay costs of support, maintenance and medical expenses during lifetime. She is also acting under a

power of attorney and health care proxy for , but I understand is not making investment decisions in any accounts.