Paul Adam Engelmayer

Brokerage #1 (H)

UTMA (26) (H)

Aberdeen Emergmg Markets Inst] — Int/Div

Coho Relative Value Eqty Fd Inst] — Int/Div

iShares MSC1 Emerging Market Index Fund — Int/Div

Eaton Vance Structured Emerging Markets — Int/Div

FPA Crescent — Int/Div

Prudential Jennison Natural Resources Fund Cz — Int/Div

First Eagle Global Inst CL — Int/Div — Sold (part)

Schwab NY AMT Tax-Free Money Fund — Int/Div

WCM Focused International Growth Inst! — Int/Div — Buy

Energy Select Sector SPDR — Int

Brokerage #2 (H)

Schwab NY AMT Tax-Free Money Fund — Int/Div

Brokerage #3 (H)

Schwab NY AMT Tax-Free Money Fund wy)

Brokerage #4 (H)

BBH Core Select N — Int/Div

Berkshire Hathaway Inc Del C1 A — None

Berkshire Hathaway Inc Del B — None

Wisdom Tree LargeCap Dividend Fund — Int/Div

FPA Crescent — Int/Div

Wisdom Tree MidCap Dividend — Int/Div

JPMorgan Strategic Income Opports Sel — Int/Div — Sold (part)

Pamassus Core Equity Fund-Institutional Shares — Int/Div

Victory Global Natural Resources Fund — None

First Eagle Global Inst CL — Int/Div — Sold (part)

Schwab NY AMT Tax-Free Money Fund — Int/Div

WOM Focused International Growth Inst! — Int/Div — Buy

Energy Select Sector SPDR — Int/Div

GNMA 11 000644 (36202AWD) — Int/Div — Matured

Brokerage #5 (H)

Long Island Pwr Authn Y Elec Sys Rev (5426902H4) — Int/Div

Maine Mun Bd Bk Ref Ser. 201K (560450554) — Int — Buy

Metropolitan Transn Auth NY Dedicated (59259N2GT) — Int/Div — Buy

Metropolitan Transn Auth NY Dedicated (59259N2GT) — Buy (add'l)

Metropolitan Transn Auth N'Y Dedicated (59259NRS4) — Int/Div — Buy (add'l)

Metropolitan Transn Auth NY Rev (59259Y6K0) — Int/Div — Buy

Metropolitan Trans Auth NY Rev 5% 111572017 (59261 AJMO) — None — Buy

New York NY Go Bds Ser. H (64966180) — Int/Div

New York N'Y Go Bds Ser. Fiscal 2014 D-1 (64966K 3S) — Int/Div

New York N'Y Go Bds Ser. Fiscul 2014 D-1 (64966K 3X9) — hy — Buy (add'l)

New York NY City Transitional Fin Auth Rev (6497 1QHRT) — Int/Div — Sold (part)

New York City Transitional (64971QXQ1) — Int

New York NY City Transitional Fin (6497 1W(C24) — Int/Div — Buy

New York City Transitional Fin 5% 08/01/2020 (6497 IWR 36) — None — Buy

New York NY City Transitional Fin (649T2HTND) — Int/Div

New York ST Dorm Auth Rev Non ST (649906PST) — Int/Div

New York St Dorm Auth Revs Non St (6499060QF7) — Int/Div — Buy (add'l)

New York St Dorm Auth Sales Tax Rev (64990AAL9) — Int/Div

New York St. Dorm Auth Sales Tax Rev 5% 03/15/2027 (64990AEX9) — None — Buy

S10. — Buy (add'l)

New York St. Dorm Auth St. Pers Income £04 02/1572027 (64990E4U8) — None — Buy

New York St Dorm Auth St Pers Income (64990F CGO) — Int/Div

New York St Dorm Auth St Pers Income (64990FEDF 1) — Int/Div

New York St Dorm Auth St Pers Income) (64990F X85) — Int/Div

New York St Dorm Auth Revs St (64990HMO0) — Int/Div

New York St Dorm Auth Revs St (64990HPCS) — Int/Div

New York St Twy Authgen Rev Gen Rev Bds (630000YC 1) — hy

Triborough Brdg & Tunl Auth N'Y Revs 05 (89602NY B4) — Int/Div

Triborough Brdg & Tunl Auth N'Y Revs 05 (89602NZET) — Int/Div

Schwab NY AMT Tax-Free Money Fund — Int

Metropolitan Transn Auth NY Rev For (59259Y RFS) — Int/Div — Sold

New York St Twy Authst Pers Income Tax (6S0028RX3) — Int/Div — Sold

New York N'Y Go Bds Subseries L-1 Fiscal (64966G4AH2) — Int/Div — Sold

New York N'Y City Transitional Fin (64972HTMA) — Int/Div — Sold

New York St Dorm Auth Revs St (64990HFT2) — hy — Sold

New York N'Y City Transitional Fin (64972HSFO) — Int/Div — Sold

IRA #1 (H)

Aberdeen Emerging Markets Instl — Int/Div

BBH Core Select N — Int — Buy (add'l)

Victory Global Natural Resources Fund — None — Buy (add'l)

WOM Focused Intemational Growth Inst! — Int/Div — Buy

First Eagle Global Inst CL — Int/Div — Sold (part)

Scout Unconstrained Bond Inst] — Int/Div — Sold (part)

IRA 23 (H)

Aberdeen Emerging Markets Inst] — Int/Div

BBH Core Select N — Int/Div — Buy (add'l)

Victory Global Natural Resources Fund — None

First Eagle Global Inst C1 — Int/Div

Scout Unconstramed Bond Inst! — Int/Div

IRA #2 (H)

Victory Global Natural Resources Fund — None — Buy (add'l)

Scout Unconstramed Bond Inst) — Int/Div — Sold (part)

Scout Unconstramed Bond Inst) — Sold (part)

IRA ES(H)

Aberdeen Emerging Markets Instl — Int/Div — Sold (part)

Scout Unconstramed Bond Inst] — Int/Div

IRA #6 (H)

BlackGold Opportunity Offshore Fund, LTD — None

FPA Crescent — Int/Div

JPMorgan Strategic Income Opports Sel — Int/Div — Sold (part)

Schwab Advisor Cash Reserves Premier Sweep — Int

Victory Global Natural Resources Fund — None — Sold

Defimtive Guardian Fund, Ltd — Distribution — Redeemed

Trust #1 (H)

BBH Core Select N — Int/Div

Berkshire Hathaway luc Del B — None

BlackRock Strategic Income Opportunities Portfolio Institutional Share — Int/Div

Credit Suisse Floating Rate Hi Inc A — Int/Div

Coho Relative Value Eqty Fd Inst] — Int/Div

Wisdom Tree LargeCap Dividend Fund — Int/Div

Wisdom Tree MidCap Dividend — Int/Div

iShares MSC1 Emerging Market Index Fund — Int/Div

FPA Crescent — Int/Div

iShares Tr S&P 400 BARRA Midcap Growth — Int/Div

Prudential Jennison Natural Resources Fund Cz — Int/Div

First Eagle Global Inst CL — Int/Div

Schwab Municipal Money Fund Sweep Shares — Int/Div

Templeton Global Bond Fund Cl A — Int./y — Sold (part)

WOM Focused International Growth Inst! — Int/Div — Buy

Energy Select Sector SPDR — Int/Div

Trust #2 (H)

BBH Core Select N — Int/Div

Berkshire Hathaway Inc Del B — None

BlackRock Strategic Income Opportunities Portfolio Institutional Share — Int/Div

Credit Suisse Floating Rate Hi Inc A — Int/Div

Coho Relative Value Eqty Fd Inst] — Int/Div

Wisdom Tree LargeCap Dividend Fund — Int/Div

Wisdom Tree MidCap Dividend — Int/Div

iShares MSCI Emerging Market Index Fund — hy

FPA Crescent — hy

iShares Tr S&P 400 BARRA Midcap Growth — Int/Div

Prudential Jennison Natural Resources Fund az — Int/Div

First Eagle Global Inst CL — Int/Div

Schwab Municipal Money Fund Sweep Shares — Int/Div

Templeton Global Bond Fund C1 A — Int/Div — Sold (part)

WOM Focused International Growth Inst! — Int/Div — Buy

UTMA #1 (H)

Aberdeen Emerging Markets Inst] — Int/Div

Wisdom Tree LargeCap Dividend Fund — Int/Div

Wisdom Tree MidCap Dividend — Int

Prudential Jennison Natural Resources Fund Cz — Int/Div

First Eagle Global Inst CL — Int/Div

Schwab NY AMT Tax-Free Money Fund — Int/Div

Templeton Global Bond Fund C1 A — Int

Energy Select Sector SPDR — Int/Div

UTMA #2 (H)

Aberdeen Emerging Markets Inst] — Int/Div

Berkshire Hathaway Inc Del B — None

Wisdom Tree LargeCap Dividend Fund — Int/Div

Prudential Jemison Natural Resources Fund C17 — Int/Div

First Eagle Global Inst CL — Int/Div

Schwab NY AMT Tax-Free Money Fund — None

UTMA #3 (H)

Aberdeen Emerging Markets Instl — Int/Div

Wisdom Tree LargeCap Dividend Fund — Int/Div

Prudential Jennison Natural Resources Fund C17 — Int/Div

First Eagle Global Inst CL — Int/Div

Schwab NY AMT Tax-Free Money Fund — None

Templeton Global Bond Fund C1 A — Int/Div

Energy Select Sector SPDR — Int/Div

UTMA #4 (H)

Aberdeen Emerging Markets Inst! — Int/Div

Berkshire Hathaway Inc Del B — None

Wisdom Tree LargeCap Dividend Fund — Int/Div

Prudential Jennison Natural Resources Fund C172 — Int/Div

First Eagle Global Inst CL — Int/Div

Schwab NY AMT Tax-Free Money Fund — None

529 Plan #1 (H)

New York Saves Bond Market Index Portfolio — None — Sold (part)

New York Saves Growth Stock Index Portfolio — None — Sold (part)

New York Saves Interest Accumulation Portfolio — None — Sold (part)

New York Saves Interest Accumulation Portfolio — Sold (part)

New York Saves Interest Accumulation Portfolio — Sold (part)

New York Saves Interest Accumulation Portfolio — Sold (part)

New York Saves Value Stock Index Portfolio — None — Sold (part)

529 Plan #2 (H)

New York Saves Aggressive Growth Portfolio — None — Sold (part)

New York Saves Aggressive Growth Portfolio — Sold (part)

New York Saves Interest Accumulation Portfolio — None — Sold (part)

New York Saves Interest Accumulation Portfolio — Sold (part)

New York Saves Mid Cap Stock Index Portfolio — None — Sold (part)

New York Saves Mid Cap Stock Index Portfolio — Sold (part)

New York Saves Developed Markets Income Portfolio — None — Sold (part)

New York Saves Developed Markets Income Portfolio — Sold (part)

529 Plan #3 (H)

New York Saves Aggressive Growth Portfolio — None

New York Saves Interest Accumulation Portfolio — None

New York Saves Mid Cap Stock Index Portfolio — None

New York Saves Developed Markets Income Portfolio — None

S29 Plan #4 (H)

New York Saves Bond Market Index Portfolio — None

New York Saves Growth Stock Index Portfolio — None

New York Saves Interest Accumulation Portfolio — None

New York Saves Value Stock Index Portfolio — None

Teachers Retirement System of NY 403(b) (Hy

Diversified Equity — None

Stable Value — None

International Equity — None

Citibank Checking Account (H) — None

Chase Checking Account (H) — None

Real Estate Investment Partnerships (H)

TC Albuquerque- Private Estate Partnership — Interest — Distnbuted

Estate #2- Checking Account A (H)

Chase Checking Account — None

Brokerage #7 (H)

CapitalSpring Direct Lending Partners, LP {Priv Equity) — istnibution

Brokerage #8 (H)

East Hampton Twa N Ypub Impt Go Bds Ser. — Int/Div — Sold (part)

BBH Core Select N — Int/Div

Baron Growth — Int/Div

Berkshire Hathaway Inc Del B — None — Sold (part)

Berkshire Hathaway Inc Del B — Sold (part)

Berkshire Hathaway Inc Del B — Sold (part)

Fidelity Contrafund — Int/Div

Fidelity Low-Priced Stock Fund — Int/Div

Midcap SPDR Trust Series — Ine

Victory Global Natural Resources Fund — None — Buy

Royce Total Return Fund — Int/Div

S&P S00 Depository Receipt — Int/Div

Schwab NY AMT Tax-Free Money Fund — Ine

Tweedy Browne Global Value Fund — hy

Blackrock Global Allocation — None — Sold

IRA #7 (H)

Aberdeen Emerging Markets Inst — Int/Div — Sold (part)

BBH Core Select N — Int/Div

Victory Global Natural Resources Fund — None — Buy (add'l)

First Eagle Global Inst CL — Int/Div

Scout Unconstrained Bond Inst] — Int/Div — prt)

Schwab Advisor Cash Reserves Premier Sweep (Y)

IRA 48 (H)

BBH Core Select N — Int/Div

First Eagle Global Inst CI — Int/Div — Sold (part)

Scout Unconstramed Bond Inst! — Int/Div

Trust #3 (MH)

SPDR S&P S00 EFT Trust — Int/Div

SPDR S&P Midcap 400 EFT Trust — Int/Div — Sold (part)

Fidelity Contrafund — Int/Div

Fidelity Low Price Stock — Int/Div

BBH Core Select Fund — Int/Div

Baron Growth Fund Retail Shares — None — Sold

BlackRock Global Allocation Fd Inst) — Int/Div

Tweedy Browne Global Value Fund — None — Sold

Vanguard Intermediate Tax Exempt Admiral — Int/Div

Vanguard Limited Term Tax Exempt Admiral — Int/Div

Fidelity Municipal Money Market — Int/Div

BlackRock Strategic Muni Opportunities — Int/Div

BlackRock National Muni Fund Inst! — Int/Div — Buy

BlackRock National Muni Fund Inst! — None — Sold

Deutsche Intermediate Tax/Amt Free Fd Inst! — Int/Div — Buy (add'l)

iShares Core S&P Small Cap ETF — None — Sold

Fidelity Total MKT Index Premium CL — Ine

Glenmede Large Cap Core — Int/Div — Buy

WisdomTree Trust European Hedged EQ — None — Buy

WisdomTree Trust European Hedged EQ — None — Sold

MSCI DBX EFT Trust Europe Hedged Equity — None — Buy

MSCI DBX EFT Trust Europe Hedged Equity — None — Sold

Trust #4 (H)

Chase Checking Account — None

UTMA (#5) (H)

SPDR Bloomberg Barclays 1-3 Month T Bill ETF — hy

Wisdom Tree LargeCap Dividend Fund — Int/Div

JPMorgan Strategic Income Opports Sel — Int/Div

Schwab Advisor Cash Reserves Premier Sweep — Int/Div

SPDR Bloomberg Barclays 1-3 Month T Bill ETF — Ine — Buy (add'l)

Wisdom Tree LargeCap Dividend Fund — Int/Div — Buy (add'l)

First Trust Dow Jones Internet Index — None

JPMorgan Strategic Income Opports. Sel — Int/Div

Schwab Advisor Cash Reserves Premier Sweep — Int/Div

Trust 5 (H)

New York Go Bds Ser D 5% 08/01/2018 — None — Buy

BBH Core Select N — Int/Div

Berkshire Hathaway Inc Del B — None

BlackRock Strategic Income Opps Inst] — Int/Div — Buy (add'l)

BlackRock Strategic Income Opps Inst] — Sold (part)

Credit Suisse Floating Rate Hi Inc — Int/Div — Buy (add'l)

Credit Suisse Floating Rate Hi Inc — Sold (part)

Coho Relative Value Eqgty Fd Inst] — hy — Buy (add'l)

Wisdom Tree LargeCap Dividend Fund — Int/Div

WisdomTree MidCap Dividend — Int./y

iShares MSC1 Emerging Market Index Fund — Int/Div — Buy (add'l)

FPA Crescent — Int/Div — Buy (add'l)

iShares Tr S&P 400 BARRA Midcap Growth — Int/Div

Prudential Jennison Natural Resources Fund Cz — Int/Div

Victory Global Natural Resources Fund — None — Buy (add'l)

First Eagle Global Inst CL — Int/Div — Sold (part)

First Eagle Global Inst CL — Sold (part)

Scout Unconstrained Bond Inst] — Int/Div

Schwab NY AMT Tax-Free Money Fund — Int/Div

Templeton Global Bond Fund C1 A — Int/Div — Sold (part)

WOM Focused International Growth Inst! — Int/Div — Buy (add'l)

WOM Focused International Growth Inst! — Buy (add'l)

Energy Select Sector SPDR — Int/Div — Buy (add'l)

Trust #6 (H)

New York Go Bds Ser D 5% 08/01/2018 — None — Buy (add'l)

BBH Core Select N — Int/Div

Berkshire Hathaway Inc Del B — None

BlackRock Strategic Income Opps Inst] — Int/Div — Buy (add'l)

BlackRock Strategic Income Opps Inst] — Sold (part)

Credit Suisse Floating Rate Hi Inc — Ine — Buy (add'l)

Credit Suisse Floating Rate Hi Inc — Sold (part)

Coho Relative Value Eqgty Fd Inst] — Int/Div — Buy (add'l)

Wisdom Tree LargeCap Dividend Fund — Int/Div

WisdomTree MidCap Dividend — Ine

iShares MSC1 Emerging Market Index Fund — Int/Div — Buy (add'l)

FPA Crescent — Int/Div — Buy (add'l)

iShares Tr S&P 400 BARRA Midcap Growth — Int/Div

Prudential Jennison Natural Resources Fund Cz — Int/Div

Victory Global Natural Resources Fund — None — Buy

First Eagle Global Inst CL — Int/Div — Sold (part)

First Eagle Global Inst CL — Sold (part)

Scout Unconstrained Bond Inst] — Int/Div

Schwab NY AMT Tax-Free Money Fund — Int/Div

Templeton Global Bond Fund C1 A — Int/Div — Sold (part)

WOM Focused International Growth Inst! — Int/Div — Buy (add'l)

WOM Focused International Growth Inst! — Buy (add'l)

Energy Select Sector SPDR — Int/Div — Buy (add'l)

IRA #9 (H) (x)

CapitalSpring Investment Partners V Parallel 11, LP (x) — Distribution

Reimbursement — Harvard Law School — OIG -01/ I 16 — Cambridge, MA — Teaching — Transportation, Meals and Lodging

Reimbursement — Harvard Law School — 10/05/16 - 10/06/16 — Cambridge, MA — Teaching — Transportation, Meals and Lodging

Spouse's income — 2016 — Library of Amenca, consultant pay

In response to Committee's request for additional information, line item 242 is the same asset as line item 250-251 m the 2015 report. By looking at the Fidelity

account statements provided for 2015 & 2016, Fidelity used different naming conventions. Both securities are for ticker symbol FSTVX, The statement from 2015

read Spartan Total Market Index Fid Advantage Class and the 2016 statement read Fidelity Total MKT Index Premium CL. Fidelity rebranded the security from

Spartan Total Market Index FID Advantage Class to Fidelity Total MKT Index Premium CL.