Deborah K. Chasanow

Phillips 66 — Int/Div

rollover IRA. Delaware Charter Trustee (H)

Morgan Stanley Bank NA, formerly Daily Income Fund — Interest

Conoco Phillips — Int/Div

Phillips 66 — Int/Div

Washington REIT SBI — Int/Div

Vanguard Dividend Appreciation — Int/Div

Vanguard Short-Term Corporate — Int/Div

Weyerhaeuser Company — Int/Div

Chevron Corp — Int/Div

Washington REIT SBI — Int/Div

Regions Financial Corp. — Int/Div — Sold

Spectra Energy Corp. — None — with line 13)

Enbridge Inc — Int/Div

Johmson and Johnson — Int/Div

Caterpillar Inc — Int/Div

Coca Cola Company — Int/Div

General Mills Inc — Int/Div

Vanguard Intermediate Bond Fund — Int/Div

iShares Barclays 1-3 year credit bond — Int/Div

Rayonier Inc — Int/Div

Matthews Asian Japan Inv — Int/Div

Bank of America Corp — Int/Div

iShares S&P US PFD Stk Idx — Int/Div

Pfizer — Int/Div

Vanguard FTSE Europe ETF — Int/Div

Wisdomtree Trust Jupn Hedge EQ — Int/Div

Calamos Market Neutral Inc — Int/Div

Doubleline Income Solutions FD — Int/Div

Clearbridge Energy MLP FD Inc — Int/Div

Family Member's Estate (H)

Old Line Bank — None — Open

UNIMPROVED AGRICULTURAL LAND INST. MARY'S COUNTY. MD. — None

Ameriprise Financial AQEAX — Int/Div

Bank of America SAVINGS — Interest

Bank of America CHECKING — Interest

Morgan Stanley Bank NA. — Interest

Mermill Lynch CMA — Interest — Open

America Movil SA — Int/Div

Equitable Life Insurance Policy--whole life — Int/Div

Hartford Life Insurance Policy--whole life on parents’ lives — Interest

Spectra Enegy Comp. — None — with line 42)

Enbridge Inc — Int/Div

Anadarko Petroleum Corp — Int/Div

HP Inc Com, formerly Hewlett Packard Co. — Int/Div

Apache Corp — Int/Div

Bank of America Time Deposits — Interest — Redeemed

Conoco Phillips — Int/Div

iShares MSC Germany Index — Int/Div

John Deere & Co — Int/Div

Northern Trust Co. checking account — Interest

Bof A. Fund Strat Mngd Acct (Merrill Lynch ¥no control (H)

Allianz NF) — None — Sold

BIF Tax-Exempt Fund — Int/Div

T Rowe Price Dividend — None — Sold

Blackrock Eqty Dividend — Int/Div

Mamstay Large Cap — None — Sold

MFS Value FDCL — Int/Div — Sold (part)

Columbia Select Large Cap — None — Sold

The Oakmark Int'l Fund — Int/Div

Oppenheimer International — Int/Div — Sold (part)

Lord Abbett Intermediate — Int/Div — Sold

PNC Small Cap FD — None — Sold

T Rowe Price Summit Muni — Int/Div — Sold

Victory Sycamore Small — None — Sold (part)

Victory Sycamore Small — Sold

iShares Russell 1000 IWF — Int/Div — Buy

iShares Russell 10000WD — Int/Div — Buy

iShares TR Core MSC1 EAF — Int/Div — Buy

MFS Muni Income FD — Int/Div — Buy

Spdr Nuveen Blmbrg/BRCLYMNCP BOND ETF/TFI — Int/Div — Buy

SPDR Nuveen Blmbrg/BRCLY HST T™ Municipal/SHM — Int/Div — Buy

T Rowe Price Emerging Markets Stock — Int/Div — Buy

Vaneck Vectors High Yield Municipal INDE — Int/Div — Buy

Edgewood Growth FD INST — Int/Div — Buy

Delaware Emerging Markets Fund — Int/Div — Buy

Delaware Emerging Markets Fund — Sold (part)

Delaware Emerging Markets Fund — Sold (part)

Glenrede Small Cap Equity fund — Int/Div — Buy

Glenrede Small Cap Equity fund — Sold (part)

Wells Fargo Small Co Growth FD — None — Buy

Wells Fargo Small Co Growth FD — Sold

Lazard Emerging Mkts Equity PTFL — Int/Div — Buy

Lazard Emerging Mkts Equity PTFL — Sold

Clearbridge Large Cap Growth Fund CL — Int/Div — Buy

Clearbridge Large Cap Growth Fund CL — Sold

NextEra Energy, Inc. formerly FPL Group — Int/Div

iShares Barclays TIPS bond — Int/Div

Vanguard Intermediate Bond Fund — Int/Div

iShares Barclays 1-3 Credit Bond — Int/Div

iShares MSC1 Emerging Market Index Fund9 — Int/Div

Capital One Bank. Bank accounts — Interest — Closed

Apple, Inc — Int/Div

American Woodmark Corp — None — Sold

CF Industries Holdings, Inc — Int/Div

Schlumberger Ltd — Int/Div

General Mills Inc — Int/Div

iShares MSCI Japan ETF — Int/Div

Genl Dynamics Corp — Int/Div

The India Fund Inc — Int/Div

Vanguard FTSE Europe E11 — Int/Div

Vanguard FTSE Pacific ETF — Int/Div

Vanguard Mid-Cap ETF — Int/Div

Vanguard Small Cap ETF — Int/Div

Wisdomtree Europe Hedged Equit — Int/Div

Wisdomtree Trust India — Int/Div

Wisdomtree Trust Japn Hedge EQ — Int/Div

Wells Fargo & Co New — Int/Div

Blackstone REIT — Int/Div

Putnam Short Duration Income A — Int/Div — Buy

Trust Under Family Member's Will (H)

Property in Sussex Co. Delaware — None

Bank of America checking — Interest

Plains All American Pipeline LP — Distribution

Energy Transfer Parmers LP — Distribution

Enterprise Prods Partners LP — Distribution

Clearbridge Energy MLP Tot Ret — Distribution — Sold

MPLX LP — Distribution

Merck & Co Inc — Int/Div

Nestle Spon ADR Rep — Int/Div — Sold (part)

BCE Inc — Int/Div — Sold

First TR Morningstar Div — Int/Div

First Trust DJ GL Sel DVD — Int/Div — Sold

AT&T Inc — Int/Div

Clearbridge Amer Engy MLP FND — istmbution — Sold

First Trust New Opp MLP&ENE FD — Distribution — Sold

Verizon Communications — Int/Div — Buy (add'l)

Unit First Trust Capital Strength Buy: Write 25 — None — Sold

Unit First Trust Dividend Strength 27 — Int/Div — Sold

Unit First Trust Dividend Strength 28 — Distribution — Sold

Unit Invesco S&P Dividend Sustainability 2018.3 — Iistnbution — Redeemed

Unit First Trust Deep Value Dividend 8 — Int/Div — Sold

Johnson & Johnson — Int/Div

NRG Yield Inc — Distribution

Unit Guggenheim SMID Dividend Strength 4 — Int/Div — Sold

Unit Guggenheim Dividend Strength 20 — Int/Div — Sold (part)

iShares Nat Mun BN ETF (MUB) — Int/Div — Buy (add'l)

Nuveen Intermediate Duration (NIQ) — Int/Div

Unit Invesco Stocks for 2019 — Int/Div

CISCO sys Inc — Int/Div

GlaxoSmithKlein PLC ADS — Int/Div — Sold

Targa Resources CP — Int/Div

Morgan Stanley Bank — Interest

Wash Real Est Inv Tr Maryland — Int/Div

Cummins Inc — Int/Div

Caterpillar Inc — Int/Div

Berkshire Hathaway CL-B New — None

JP Morgan Alerian MLP Index ETN — None

S & P S00 Index fund — Int/Div — Buy (add'l)

Blackstone Grooup LP — Int/Div — Buy

Constellation Brands Inc CL A (STZ) — Int/Div — Buy

Welltower Inc (HNC) — Int/Div — Buy

Welltower Inc (HNC) — Buy (add'l)

First Tr High Y1 LG SHT ETF (HYLS) — Int/Div — Buy

FT Preferred Secur & Inc ETF (FPE) — Int/Div — Buy

FT Preferred Secur & Inc ETF (FPE) — Buy (add'l)

iShares Select Dividend ETF (DVY) — Int/Div — Buy

iShares Select Dividend ETF (DVY) — Buy (add'l)

Unit First Trust Capital Strength Buy: Write 29 — None — Buy

Unit First Trust Dividend Strength 35 — Int/Div — Buy

Unit First Trust Dividend Strength 35 — Buy (add'l)

Unit Guggenheim SMID Dividend Strength 8 — Int/Div — Buy

Unit First Trust Dividend Strength 37 — Int/Div — Buy

Unit Invesco S&P Dividend Sustainability 2017-3 — Int/Div — Buy

JAMS, Inc/Endispute — Distribution — Distnbuted

Trustee, Trust created by family member's will (created 11/2011)

Personal Representative, Estate of family member (estate opened 5/9/17)

Income — State of Marviand Retirement — S46.442.28

Spouse's income — Retirement Income, State of Marviand Judiciary

Family member died in 2017 Family member's IRA transferred into mine (Part VIL, lines 1-29). Other accounts and holdings consolidated, or transferred to

family member's estate. Appraisal of land as of 4/2/2017, conducted 6/20/2017 for estate.)