Ellen Segal Huvelle

Anheuser Busch Inbev SA SPON (BLD) — Int/Div

Cambria Global Tactical — None — Sold

SX Corp — Int/Div

DC Ballpark 5% due 2/22 — Interest — Sold

Eaton Vance Mut Fds TR Gb Mcrabs! Rm — Int/Div — Buy (add'l)

EMC — Int/Div

INVESCO Developing Markets — Int/Div

INVESCO Intl Growth — Int/Div

iShares 2017 S&P AMT-FREE — Interest — Sold

iShares Dj US Healthcare Shares — Int/Div

iShares Dow Jones Intl Select Div — Int/Div — Buy (add'l)

iShares MSC1 EAFE Fund — Int/Div

iShares Sm Cap 600 Growth — Int/Div

Market Vectors Gold Miners — None — Sold

Nuance — None

Oppenheimer Developing Markets Fund — Int/Div

Oracle Corp — Int/Div

Pepsico Inc NC — Int/Div

Schlumberger — Int/Div

Schwab Government Securities — None

SPDRsS&PSO0OFdETF — Int/Div

Time Warmer Cable — Int/Div — Sold (part)

Time Warmer Cable — Sold

Vanguard High Dividend Yield — Int/Div

Vanguard Inter-Term Tax-Exempt Adm — Int/Div — Buy

Vanguard Inter-Term Tax-Exempt Adm — Buy (add'l)

Vanguard Inter-Term Tax-Exempt Adm — Buy (add'l)

Vanguard Inter-Term Tax-Exempt Adm — Buy (add'l)

Vanguard Inter-Term Tax-Exempt Adm — Buy (add'l)

Vanguard Ltd Term Tax-Exempt Adm — Int/Div

Vanguard Total Bond Market — None — Sold

Yum Brands — Int/Div

INVESCO Tax-Exempt Intermediate — Int/Div — Buy

INVESCO Tax-Exempt Intermediate — Sold

IRA #2 Charles Schwab (H) — Int/Div

Abbott Laboratories

Arbitrage Fds Cl

DoubleLine Core Fixed Income — Buy (add'l)

DWS Commodity Securities, renamed Deutsche Enchanced Commodity — Sold

PIMCO Total Return — Sold

Schwab Total Bond Market — Buy

iShares MSC! EAFE ETF — Buy

iShares Dow Jones Intl Select Div — Buy

iShares Dow Jones Intl Select Div — Buy (add'l)

SPDR S&P 500 Fd ETF — Buy

Schwab Government Securities

Templeton Income Global Bond ady

Under Armour

Vanguard Extended Market Index

Vanguard FTSE Emergmg Markets

Vanguard Short-Term Investment-Grade

lvy Asset Strategies — Sold

Alhanz NF) Div. Value — Int/Div

Caterpillar — Int/Div

ExxonMobil — Int/Div

Facebook Inc — None

Frunklin Small Midcap Growth — Int/Div

General Electric — Int/Div

Gilead Sciences — None — Buy (add'l)

IBM — Int/Div

INVESCO Diversified Dividend — Int/Div

INVESCO Developing Markets — Int/Div

iShares Dow Jones Intl Select Div — Int/Div — Buy (add'l)

iShares MSC EAFE — Int/Div

iShares TR Large Value — Int/Div

iShares TR Mid Value — Int/Div

iShares S&P S00 Growth — Int/Div

iShares S&P 600 Growth — Int/Div

Loomis Sayles Fds Global Bond Inst — Int/Div — Sold

Neustar CLA A — None — Sold

Oppenheimer Developing Markets Fund — Int/Div

Osceola $S% of 6/18 — Interest — Sold

Prudential Jennison Small Company — Int/Div

Schwab Government Securities — None

SPDRs S&P SOOFd ETF — Int/Div

Twitter — None — Sold

Vanguard High Dividend Yield — Int/Div

Vanguard Inter-Term Tax-Exempt Adm — Int/Div — Buy

Vanguard Inter-Term Tax-Exempt Adm — Buy (add'l)

Vanguard Inter-Term Tax-Exempt Adm — Buy (add'l)

Vanguard FTSE Emerging Markets ETF — Int/Div

Vanguard Total Bond Market — None — Sold

Invesco Tax-Exempt Intermediate — Int/Div — Buy

Invesco Tax-Exempt Intermediate — Sold

Vanguard Total Intl Bond — Int/Div — Buy

Vanguard Ltd Term Tax-Exempt Adm — Int/Div — Buy

T. Rowe Price Group — Int/Div — Buy

IRA ZI (HH) — Int/Div

PIMCO Total Return — Buy (add'l)

PIMCO Total Return — Sold

Harbor Capital Appreciation

Schwab Total Bond Market — Buy

Greenwood at Cleveland Park LLC — None — Sold

Rental Property, Washington, D( — Rent

Retirement Account (H) — Int/Div

Lazard Emerging Mkts — Buy (add'l)

Lazard Emerging Mkts — Buy (add'l)

Lazard Emerging Mkts — Buy (add'l)

Lazard Emerging Mkts — Buy (add'l)

Lazard Emerging Mkts — Buy (add'l)

Lazard Emerging Mkts — Buy (add'l)

Lazard Emerging Mkts — Buy (add'l)

Lazard Emerging Mkts — Buy (add'l)

PIMCO Total Return — Buy (add'l)

PIMCO Total Return — Buy (add'l)

PIMCO Total Return — Buy (add'l)

PIMCO Total Return — Buy (add'l)

PIMCO Total Return — Buy (add'l)

PIMCO Total Return — Buy (add'l)

PIMCO Total Return — Buy (add'l)

PIMCO Total Return — Buy (add'l)

Retirement Account-IRA 23 (H) — Int/Div

Arbitrage Fds C11 — Buy (add'l)

Cambna Global Tactical ETF — Sold

DoubleLine Core Fixed Income 1 — Buy (add'l)

DWS Commodity Securities Inst, renamed Deutsche Enhanced Commodity — Buy (add'l)

DWS Commodity Securities Inst, renamed Deutsche Enhanced Commodity — Sold

Eaton Vance Mut Fds Tr Gb Mcrabs! Rm — Buy (add'l)

Eaton Vance Mut Fds Tr Gb Mcrabs! Rm — Buy (add'l)

Harbor Capital Appreciation

iShares Dow Jones Intl Select Div

iShares MSC! EAFE ETF — Buy (add'l)

Ivy Asset Strategy — Sold

Loomis Sayles Fds Global Bond Inst — Sold

Matthews Asian Growth & Income Inst! — Buy (add'l)

PIMCO Commodity Real Retumn Inst] — Sold

PIMCO Total Return Inst] — Sold

Schwab Govemment Securities

SPDR Gold Trust — Sold

SPDRs S&P SO0Fd ETF — Buy (add'l)

SPDRs S&P SO0Fd ETF — Buy (add'l)

Templeton Global Bond Advisor — Buy (add'l)

Templeton Global Bond Advisor — Buy (add'l)

T Rowe Price Large Cap Value

Vanguard Extended Market Index — Sold (part)

Vanguard Short Term Bond Investment: Grade Adm

Vanguard Total Bond Market — Buy (add'l)

Schwab Total Bond Market — Buy

Vanguard High Dividend Yield — Buy

Variable Annuity Account (H)

DWS VIP Small Cap — None

MFS Intemational Value — None

PIMCO Low Duration — None

PIMCO VIT High Yield — None

PIMCO Total Return — Sold

Putnam VT Equity Income — None

Schwab S & P S00 — None

Templeton Foreign Securities — None

Van Eck VIP Global Bond — None

Van Eck VIP Global Hard Assets — None

Putnam VT American Government Inc — None — Buy

Templeton Global Bond Sec C12 — None — Buy

529 Account (H) — Int/Div

AF-Capital Income Builder — Buy (add'l)

AMCAP Fund 529F — Buy (add'l)

American High Income Tr — Buy (add'l)

Euro Pacific Growth Fund S29F — Buy (add'l)

Fundamental Investors 529F — Buy (add'l)

Bond Fund of America S29F (X) — Buy (add'l)

Capital World Bond Fd 529-F (X) — Buy (add'l)

Small Cap World Fund 529F (X) — Buy (add'l)

Capital World Growth & Inc. (X) — Buy (add'l)

529 Account (MH) #2 — Int/Div

Bond Fund of America S29F — Buy (add'l)

Fundamental Investors 529F — Buy (add'l)

Capital World Bond Fd 529-F (X) — Buy (add'l)

Small Cap World Fund 529F (X) — Buy (add'l)

Capital World Growth & Inc (X) — Buy (add'l)

Board Member, Boston College Law School Board of Trustees

Board Member, Abramson Scholarship Foundation

Liability — Nationstar (previously held by Bank of America) — Mortgage on Rental Property, Washington, DC (Part VII, Line 119)

Reimbursement — Boston College Law School Find — 173120014-2/172014 — Boston, MA — Meeting of Board of Trustees — Transportation, hotel, food

Reimbursement — Boston College Law School Fund — 310°2014-4/112014 — Boston, MA — Meeting of Board of Trustees — Transportation, hotel, food

Spouse's income — 2014 — Senior Counsel in Law Firm