John Rich 3

Rollover IRA account

MassMutual whole life insurance policies — Int/Div

Perkins Thompson 401k plan

Harbor International — Int/Div

Harbor Capital Appreciation — Int/Div

Vanguard 500 Index Admiral Ser — Int/Div

Vanguard Mid Cap Index Admiral — Int/Div

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

IRA Account

Franklin Templeton FD Allocator SER Founding — Int/Div

Bank of America checking account — Interest

Bank of America savings account — Interest

RW. Baird Tactical ETF Allocation Portfolio (X) — Int/Div

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 added to Part VII my wife and my investment in 2017, valued as of 12/31/2017, in the R.W. Baird Tactical ETF Allocation Portfolio of 4 portion of the

savings previously reported in 2016 in our int Bank of America savings account.