John Rich 3

IRA Account (spouse)

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

Pamassus Equity Income Fund — Int/Div

HSBC Opportunity A — Int/Div

Rollover IRA account

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

Franklin Templeton FD Allocator SER Founding — Int/Div

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 Columbia Acorn Fund - Class A as my holdings in that fund were fully transferred by the trustees to HSBC Opportunity A fund in 2013, as noted

previously in Part VIII of my 2013 Financial Disclosure Report.