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

IRA #1 (H)

Janus Growth & Income Fund — Int/Div

Oakmark Fund — Int/Div

Schwab 1000 Fund — Int/Div

IRA #2 (H)

Charles Schwab Bank Cash Account (Y)

Columbia Energy & Natural Resources Fund — Int/Div

Oakmark Fund — Int/Div

Schwab 1000 Fund — Int/Div

Schwab Small Cap Index Fund — Int/Div

IRA 43 (HH

Fidelity Freedom 2030 — Int/Div

Fidelity Cash Reserves — Int/Div

IRAZ4(H)

Fidelity Freedom 2030 — Int/Div

Fidelity Freedom 2035 — Int/Div

Vanguard Life Strategy Growth Fund — Int/Div

Utah 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

401K) 21 (HD)

John Hancock Thru 2035 Active Strategy — None

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

Spouse's income — 2016 — National Immigration Forum - salary