David S. Tatel

Capital One Bank — Interest

Starbucks Corp. — Int/Div

Standard & Poors Midcap 400 — Int/Div

Federal Realty Investment Trust — Int/Div — Sold (part)

Avalonbay Communities — Int/Div

Wisconsin St 4.75% due 5/1/25 — Interest

Spring, TX Indpt Sch 5% due 8/15/33 — Interest

Schwab Advisors Cash Reserves Premier Fund — Int/Div

DFA Emerging Markets Core Equity Portfolio — Int/Div

DFA Emerging Markets Value Portfolio — Int/Div

DFA International Small Cap Value Portfolio — Int/Div

DFA T.A. U.S. Core Equity 2 Portfolio — Int/Div

DFA US Core Equity 2 Portfolio — Int/Div — Sold (part)

United Therapeutics Corp. — None — Buy

SeelLine 14 — Buy (add'l)

See Line 14 — Sold

Soluredge Tech — None — Buy

Simplified Employee Pension Plan (SEP: IRA) — Int/Div

Schwab Advisors Cash Reserve Premier Fund — Sold (part)

DFA Selectively Hedged Global Fixed Income Portfolio — Sold (part)

DFA International Core Equity Portfolio — Buy (add'l)

Seeline2! — Buy (add'l)

See Line 2! — Buy (add'l)

SeelLine2! — Buy (add'l)

See Line 21 — Buy (add'l)

Individual Retirement Account — Int/Div

US. Treasury TIPS 2% due 1/15/26

Vanguard S/T Investment Grade Fd — Buy (add'l)

Vanguard Inter Term Corporate Bond Fd

DFA Five Year Global Fixed Income Portfolio

DFA Short Term Extended Quality Portfolio Inst] — Sold (part)

DFA Short Term Government Portfolio — Sold

DFA Selectively Hedged Global Fixed Income Portfolio — Buy (add'l)

Seelme ld — Buy (add'l)

PIMCO Emerging Local Bond Fund

DFA Emerging Markets Core Equity Portfolio

DFA Emerging Markets Small Cap Portfolio

DFA International Core Equity Portfolio

DFA International Small Cap Value Portfolio

DFA U.S. Core Equity 2 Portfolio — Sold (part)

See Line 40 — Sold (part)

DFA US. Small Cap Value Portfolio — Sold (part)

DFA U.S. Micro Cap Portfolio

DFA Emerging Markets Value Portfolio — Buy (add'l)

Schwab Advisors Cash Reserve Premier Fund — Buy (add'l)

Templeton Global Bond Fund

Vanguard Total International Bond ETF

Vanguard Short-Term Inflation-Protected Securities ETF

Vanguard Emergmg Markets Government Bond ETF

United Therapeutics — Buy

DFA Targeted Credit Portfolio — Buy

Life Insurunce- Massachusetts Mutual Life Insurance — Int/Div

Rental property, Rappahannock County, VA 18/2/96 SR6.600) — Rent

Nevada College Savings Plan Vanguard Moderate Growth Port (no control) — None — Buy (add'l)

See Line 54 — None — Buy (add'l)

See Line 54 — None — Buy (add'l)

See Line 54 — None — Buy (add'l)

Nevada College Savings Plan Vanguard Income Portfolio (no control) — None — Buy (add'l) — Note

Nevada College Savings Plan Vanguard Consery Grwth Port (no control) — None — Buy (add'l) — Note 2

Nevada College Savings Plan Vanguard Growth Portfolio (no control) — None — Buy (add'l) — Note 3

See Line 0) — None — Buy (add'l)

Reimbursement — National Academy of Sciences, Washington, D.C — 311/15-3/17/15 — Irvine, CA — Attend Committee Meeting — Aartare, Meals, Local Transportation

Reimbursement — National Academy of Sciences, Washington, D.C — 10200 15-10021/15 — Washington, D.C — Attend Committee Meeting — Parking

Reimbursement — IME EET SRT Sareea International Law. Washington, D.C. — er TR AE. — Meeting — hy gre et Mee nr me

Spouse's income — 2015 — Self-bEmploved (education consultant)

Part VII- Investments & Trusts

Note |= Investment strategy changed from Moderate Growth Portfolio to Income Portfolio

Note 2- Investment strutegy changed from Moderate Growth Portfolio to Conservative Growth Portfolio.

Note 3- Investment strategy changed from Moderate Growth Portfolio to Growth Portfolio.