Theodore David Chuang

Rental Property. Brookline, MA — Rent

Citibank Cash Accounts — Interest

Emigrant Direct Cash Account — Interest

Fidelity Dividend Growth Fund — Int/Div

Lord Abbett Affiliated A Fund — Int/Div

Brokerage Account #1 (H)

Drevfus International Stock Index Fund — Int/Div

Dreyfus Mid Cap Index Fund — Int/Div

Janus Global Research Fund — Int/Div

Janus Growth & Income Fund — Int/Div

Loomis Sayles Bond Fund — Int/Div

Oakmark Fund — Int/Div

Schwab S&P 500 Fund — Int/Div

Schwab Small Cap Index Fund — Int/Div

Brokerage Account #2 (H)

Schwab 1000 Fund — Int/Div

Schwab Core Equity Fund — Int/Div

Brokerage Account #3 (H)

Cisco Systems stock — Int/Div

Invesco Diversified Dividend A — Int/Div

Microsoft Corporation stock — Int/Div

Power Shares QQQ TR — Int/Div

401k) 21(H)

Artisan Mid Cap Fund — Int/Div

GRT Value Fund — Int/Div

Hancock Horizon Diversified International Fund — Int/Div

Ivy Small Cap Fund — Int/Div

MFS International New Discovery Fund — Int/Div

MFS Value Fund — Int/Div

Touchstone Sands Capital Select Growth Fund — Int/Div

IRA #1 (H)

Junus Growth & Income Fund — Int/Div

Oakmark Fund — Int/Div

Schwab 1000 Fund — Int/Div

IRA £2 (H)

Charles Schwab Bank Cash Account — Interest

Columbia Energy & Natural Resources Fund — Int/Div

Oakmark Fund — Int/Div — Buy

Oakmark Fund — Buy (add'l)

Oakmark Global Select Fund — Sold

Schwab 1000 Fund — Int/Div — Buy

Schwab Small Cap Index Fund — Int/Div — Buy

State Retirement Plan 21 (H) — None

Mass. Deferred Comp. SMART Plan Large Co. Blend Stock Fund — None — Sold

Mass. Deferred Comp. SMART Plan Large Co. Stock Index Fund — None — Sold

IRA 43 (H)

Fidelity Freedom 2030 — Int/Div — Buy

Fidelity Freedom 2030 — Buy (add'l)

Fidelity Freedom 2035 — Int/Div — Buy

S10. — Buy (add'l)

S10. — Buy (add'l)

S10. — Buy (add'l)

S10. — Buy (add'l)

S10. — Buy (add'l)

S10. — Buy (add'l)

Vanguard Life Strategy Growth Fund — Int/Div

Ummah Educational Savings Plan Age Based Aggressive Global — Int/Div

Maryland College Investment Plan Portfolio 2024 — None

Northwestern Mutual Whole Life Insurance Policy — Int/Div

US. Govt. Securities Series EE Bonds — None

Fidelity Cash Reserves — Int/Div

401k) 22 (HD)

John Hancock Thru 2035 Active Strategy (xX) — Int/Div

Board of Govemors, District of Columbia Bar (resigned May 2014)

Board of Directors, Asian Pacific Amencan Legal Resource Center (resigned May 2014)

Liability — CitiMortgage — Mortgage on rental property, Brookline, MA

Spouse's income — 2014 — National Immigration Forum - salary