Jeffrey R. Howard

Fidelity 529 Fund age-based portfolio (see Section VII — Interest — Sold (part)

Fidelity 529 Fund age-based portfolio (cont, from #1) — Sold (part)

Spouse's income — 101122015 — New Hampshire Retirement System - pension

Section VII = The asset identified in Part VII, page 4, lines | and 2, is comprised of assets over which | am permitted no investment decision control. The account

is F/B/O dependent children. Monthly payments are made to the fund, which purchases, manages and sells assets on a rolling basis. At the direction of the filer,

tuition payments were made by the fund munuger Fidelity directly from the fund to an educational institution two times during the reporting year. To establish

hiquidity for those tuiton payments, Fidelity sold some of the assets on the four dates identified on lines 1-2.