John Rich 3

MassMutual whole life insurance policies — Int/Div

Perkins Thompson 401k plan

Amencan Funds EuroPacific Growth A — Int/Div

American Funds Growth Fund of America A — Int/Div

Columbia Acorn Fund - Class A — Int/Div

Pamassus Equity Income Fund — Int/Div

Brokerage Account

Alliance Bernstein Wealth Appreciation WY)

Rollover IRA account

Templeton Growth Fund Inc. Class A Shares — Int/Div

IRA Account

Franklin Templeton FD Allocator SER Founding — Int/Div

Key Bank checking account (Y)

Key Bank savings account {Y)

Bank of America checking account — Interest

Bank of America savings account — Interest

Member, Board of Fellows, Portland Museum of Art

Vice-chair, Mane Justice Action Group

Agreement — 2008 — Perkins Thompson, P.A. 401k plan (ongoing participation; mutual funds only)

Addendum re: Part VII:

1 have deleted The American Express One credit card money market from Part VII since it was discontinued in 2011 by American Express as an ancillary product

to our AMEX credit card, as noted previously in Part VIII of my 2011 Financial Disclosure Report.

In addition, the checking and savings accounts with Key Bank have been closed, and new checking and savings accounts have been opened at Bank of America.

Finally, Brokerage Account # |, Alliance Bernstein Wealth Appreciation, has also been closed: those funds have been transferred to the new BOA savings

account.