Christopher M. Alston

Northwestern Mutual: Whole Life Policy — Int/Div — Exempt

Fidelity® Contrafund® — Int/Div — Exempt

Merger Institutional — Int/Div — Exempt

T. Rowe Price International Discovery — Int/Div

T. Rowe Price Equity Income — Int/Div — Exempt

American Funds Capital World Bond F2 — Int/Div — Exempt

Berkshire Hathaway Inc Class B — Int/Div — Exempt

PIMCO CommoditiesPLUS® Strategy Inst] — Int/Div — Exempt

Nuveen Large Cap Growth Opps — Int/Div — Exempt

T. Rowe Price Real Estate — Int/Div — Exempt

PIMCO Total Return Active ETF — Int/Div — Exempt

Harbor International Investor — Int/Div — Exempt

PIMCO 1-5 Year US TIPS ETF — Int/Div — Exempt

American Funds Europacific Growth Fl — Int/Div — Exempt

Royce Total Return lnvmt — Int/Div — Exempt

Oak Ridge Small Cap Growth — Int/Div — Exempt

T. Rowe Price Real Estate Ady — Int/Div — Exempt

Lazard Emerging Markets Equity Inst] — Int/Div — Exempt

T. Rowe Price Small-Cap Value — Int/Div — Exempt

Vanguard Inflation-Protected Secs Inv — Int/Div — Exempt

Looms Sayles Bond Inst! — Int/Div — Exempt

American Funds Capital World Bond F1 — Int/Div — Exempt

Nuveen Large Cap Growth Opps A — Int/Div — Exempt

T. Rowe Price Equity Income Adv — Int/Div — Exempt

PIMCO Commodity Real Ret Strat Inst) — Int/Div — Exempt

Fidelity® Government Cash Reserves — Int/Div — Exempt

Merger Investor — Int/Div — Exempt

Looms Sayles Bond Retail — Int/Div — Exempt

PIMCO Low Duration Inst! — Int/Div — Exempt

Oak Ridge Small Cap Growth A — Int/Div — Exempt

Fidelity Municipal Money Market — Int/Div — Exempt

PIMCO Low Duration Active ETF — Int/Div — Exempt

T. Rowe Price High Yield Adv — Int/Div — Exempt

Eaton Vance Bond A — Int/Div — Exempt

Prudential High-Yield A — Int/Div — Exempt

T. Rowe Price Small-Cap Value Adv — Int/Div — Exempt

PIMCO Commodity Real Ret Strat D — Int/Div — Exempt

PIMCO CommoditiesPLUS® Strategy D — Int/Div — Exempt

Lazard Emerging Markets Equity Open — Int/Div — Exempt

Rovce Total Return Sve — Int/Div — Exempt

Fidelity® Contrafund® K — Int/Div — Exempt

American Funds Europacific Growth F2 — Int/Div — Exempt

Harbor International Institutional — Int/Div — Exempt

Dodge & Cox Income — Int/Div — Exempt

PIMCO Total Return Inst! — Int/Div — Exempt

Templeton Global Bond A — Int/Div — Exempt

California ScholarShare 529-Passive Age: Based Portfolio 5-8 — Int/Div — Exempt

California ScholarShare 529-Passive Age Based Portfolio 9-10 — Int/Div — Exempt

California ScholarShare 529-Passive Diversified Equity Portfolio — Int/Div — Exempt

Vice President and Treasurer, Puget Sound Trustee Services, Inc

Director, Women's Funding Alliance

Director, Center for Children & Youth Justice

Liability — American Express-Traditional Green — Credit card

Liability — Amcrican Express-—-SPG — Credit Card

Liability — Bank of America — Credit Card

1) Personal Information, Section 6: amending reporting period to end 12/31/15

2) Part I, Positions, line 2, the entity is not a trust but is a corporation formed under Washington law.