Janet C. Hall

Alphabet Inc — None

Templeton Dragon Fund — Int/Div

Franklin Mutual Quest Fund — Int/Div

Strips Tint-US Treasury Mat. 11/15/20 — Interest

Vanguard Windsor Il Fund — Int/Div — Sold (part)

Vanguard Windsor Il Fund — Sold (part)

Mutual Discovery Fund CL2 — Int/Div

Partmership Interest in Whitney-Humphrey Asse. (Note) — None

U.S Savings Bonds — Interest

AXA Equitable Life Ins. Co. (Flexible Premium Universal Life Policy) — Interest

Schwab US Treas Money Fund — Interest — Buy (add'l)

Schwab US Treas Money Fund — Buy (add'l)

Schwab US Treas Money Fund — Buy (add'l)

Schwab US Treas Money Fund — Sold (part)

Sound Shore Fund — Int/Div — Buy (add'l)

Hennessey Cornerstone Mid (Note) — Int/Div — Sold (part)

Citizens Bank — Interest

Artisan Int'l Small Cap Investor — Int/Div

Third Ave. Real Est. Value Fund — Int/Div

Third Ave. International Value Fund — Int/Div

T. Rowe Price Cap. Appreciation Fund — Int/Div — Buy (add'l)

T. Rowe Price Cap. Appreciation Fund — Sold (part)

T. Rowe Price Cap. Appreciation Fund — Sold (part)

Share MSC Canada Index Fund — Int/Div

Fidelity Cash Acct — Interest

Schwab Bank — Interest

Artisan Mid-Cap Value FD — Int/Div

Dodge & Cox Int'l, Stock — Int/Div

Storage Inn Lid. — None

Arcadia Wind Farms Energies Lud — None

T. Rowe Price Group A — Int/Div

Marsico Focus Fund — None

Fairholme Fund — Int/Div

Intrepid Endurance (Note) — Int/Div

Schwab S&P S00 Index Fund — Int/Div

Schwab US Large Cap ETF — Int/Div

iShares Russell 3000 — Int/Div

Schwab Total Stock Market — Int/Div

Philips 66 — Int/Div

Greenspring Fund — Int/Div

Nicholas Il Fund — Int/Div

Nicholas Ltd Edition Fund — Int/Div

Vanguard Scottsdale FDS Vanguard Russell (VTWW) (Nowe) — Int/Div

Vanguard Scottsdale FDS Vanguard Russell (VTWCO) (Note) — Int/Div

Vanguard Index FDS Vanguard REIT (VNQ) (Note) — Int/Div

Vanguard Russell 3000 Index Fund (VTHR) — Int/Div

Vanguard FTSE Emerging Markets — Int/Div

CMG Focus Fund — None

CMG Realty Fund — Int/Div

Schwab Adv. Cash Reserve Prem — Int/Div

Royce Value Fund — Int/Div

TR Price Growth Fund — Int/Div

Vanguard Small Cap Fund — Int/Div

Thomberg Int'l Value Fund — Int/Div

Oakmark Fund — Int/Div — Sold (part)

Oakmark Fund — Sold (part)

iShares (IWF) Russell 1000 Growth Index Fund — Int/Div — Buy (add'l)

Schwab US MC (SCHM) (Note) — Int/Div

Vanguard Total Stock Market — Int/Div

Harbor Cap Appreciation — Int/Div — Buy (add'l)

Harbor Cap Appreciation — Buy (add'l)

Microsoft Corp. — Int/Div

Nicholas Fund — Int/Div

Vanguard Mid Cap — Int/Div

SunAmerica Focused Div. Strategy — Int/Div — Buy

Harbor International Inv — None — Sold (part)

Glenmed. Small Cap. Equity — Int/Div — Sold (part)

Vanguard Admiral S&P S00 Value — Int/Div

Vanguard Value Index (VIVAX) — Int/Div

Director, Connecticut Bar Foundation

Reimbursement — Bar Council Bench-Bar Conference — ie de dale i J ae te ie a ha

Reimbursement — New York Intellectual Property Law Association — 4172016 — New York, New York — Attend Annual Dinner in Honor of Federal Judiciary — Meal and Lodging

Reimbursement — Federal Bar Council — 5372016 — New York, New York — Attend Law Day Dinner — Meal

Reimbursement — Thanksgiving Luncheon in honor of judiciary

Spouse's income — 2016 — Self-employed attorney

Part VII:

Line 7: Passive income from sub-chapter S corporation

Line 8: The value was based on a 2012 appraisal, but is higher than the appraised value,

Line 16;

Stock merger/name change - formerly Westport Select Cap Fund (2015 Report, Line 16).

Line 34

Name Change: formerly Intrepid Small Cap Fund (2015 Report, Line 41).

Line 43

Name Change: formerly Vanguard Russell 2000 Growth Index Fund (VTWG) (2015 Report, Line $1),

Line 44:

Name Change: formerly Vanguard Russell 2000 Value Index Fund (VITWV) (2015 Report, Line 52).

Line 45

Name Change: formerly Vanguard (REIT) Value Index Fund (2015 Report, Line 53)

Line 58

Name change: formerly Schwab U.S. MidCap Fund ETF (2015 Report, Line 70)

Line 35 (2015 Report). Wells Fargo Advantage Value Fund was sold on 12/7/2015, and 1 failed to report that sale in 2015. B. (1) Amount of Income During

Reporting Period: E; B (2) Type: Dividend: C (1) Gross Value at End of Reporting Period: Blank; C (2) Value Method: Blank: D (1): Sold: D (2): 12/07/15: D

(3) Value at sale: M: D (4) Gain Amount: C

Lines 69 & 73 (2015 Report). iShares Mutual Funds, formerly listed on lines 69 and 73 of my 2015 Report, have been removed as they belong to u child who is

no longer a dependent, and 1 no longer have control over the accounts.