David S. Tatel

Capital One Bank — Interest

Starbucks Corp. — Dividend

Standard & Poors Midcap 400 — Dividend

Federal Realty Investment Trust — Dividend — Donated (part)

Avalonbay Communities — Dividend — Donated (part)

Wisconsin St 4.75% due 5/1/25 — Interest — Redeemed

Spring, TX Indpt Sch 5% due 8/15/33 — Interest

Schwab Advisors Cash Reserves Premier Fund — Dividend — Sold (part)

See Line 8 — Sold (part)

See Line 8 — Sold (part)

See Line 8 — Sold (part)

See Line 8 — Sold (part)

See Line 8 — Buy (add'l)

DFA Emerging Markets Core Equity Portfolio — Dividend — Buy (add'l)

DFA Emerging Markets Value Portfolio — Dividend — Sold

DFA International Small Cap Value Portfolio — Dividend

DFA T.A. U.S. Core Equity 2 Portfolio — Dividend

DFA US Core Equity 2 Portfolio — Dividend

United Therapeutics Corp. — None — Buy

See Line 19 — Sold (part)

See Line 19 — Sold (part)

Solaredge Tech — None

DFA International Core Equity Portfolio — Dividend — Buy

Simplified Employee Pension Plan (SEP- IRA)

Schwab Advisors Cash Reserve Premier Fund — Dividend — Buy (add'l)

See Line 25 — Sold (part)

DFA Selectively Hedged Global Fixed Income Portfolio — Dividend

DFA International Core Equity Portfolio — Dividend — Buy (add'l)

See Line 28 — Buy (add'l)

See Line 28 — Buy (add'l)

See Line 28 — Buy (add'l)

See Line 28 — Sold (part)

Individual Retirement Account

U.S. Treasury TIPS 2% due 1/15/26 — Interest

Vanguard S/T Investment Grade Fd — Dividend

Vanguard Inter Term Corporate Bond Fd — Dividend

DFA Five Year Global Fixed Income Portfolio — Dividend

DFA Short Term Extended Quality Portfolio Instl — Dividend — Sold

DFA Selectively Hedged Global Fixed Income Portfolio — Dividend

PIMCO Emerging Local Bond Fund — Dividend

DFA Emerging Markets Core Equity Portfolio — Dividend

DFA Emerging Markets Small Cap Portfolio — Dividend

DFA International Core Equity Portfolio — Dividend

DFA International Small Cap Value Portfolio — Dividend

DFA U.S. Core Equity 2 Portfolio — Dividend — Sold (part)

DFA U.S. Small Cap Value Portfolio — Dividend

DFA U.S. Micro Cap Portfolio — Dividend

DFA Emerging Markets Value Portfolio — Dividend

Schwab Advisors Cash Reserve Premier Fund — Dividend

Templeton Global Bond Fund — Dividend

Vanguard Total International Bond ETF — Dividend — Buy (add'l)

Vanguard Short-Term Inflation-Protected Securities ETF — Dividend

Vanguard Emerging Markets Government Bond ETF — Dividend

United Therapeutics — None

DFA Targeted Credit Portfolio — Dividend — Buy (add'l)

MassMutual Life- whole life insurance policy — Int./Div.

Rental property, Rappahannock County, VA (8/2/96 $86,600) — Rent

Nevada College Savings Plan Vanguard Moderate Growth Port (no control) — None — Buy (add'l)

Nevada College Savings Plan Vanguard Income Portfolio (no control) — None — Sold (part)

See Line 59 — Buy (add'l)

Nevada College Savings Plan Vanguard Conserv Grwth Port (no control) — None — Buy (add'l)

Nevada College Savings Plan Vanguard Growth Portfolio (no control) — None — Sold (part) — See Note 1

See Line 62 — Buy (add'l)

Board Member, Federal Judicial Center

Member of Judicial Advisory Board, American Society of International Law

Co-Chair, Committee on Science, Technology, and Law, National Academy of Sciences

Reimbursement — National Academy of Sciences, Washington, D.C. — 3/8/16-3/11/15 — Irvine, CA — Attend Committee Meeting — Airfare, Lodging, Local Transportation

Reimbursement — University of Chicago, Chicago, IL — 4/28/16-5/1/16 — Chicago, IL — Participate in law school Moot Court Competition — Airfare, Meals, Local Transportation

Reimbursement — The Jewish Federations of North America, Inc., Washington, D.C. — 11/14/16 — Washington, D.C. — Give speech to the annual General Assembly — Local Transportation

Reimbursement — National Academy of Sciences, Washington, D.C. — 12/16/16-12/18/16 — Washington, D.C. — Attend Committee Meeting — Local Transportation

Spouse's income — 2016 — Self-Employed (education consultant)

Note 1 (Part VII, Line 62)- A portion of the assets were transferred from the Growth to Moderate Growth portfolio.