Kiyo A. Matsumoto

Citibank IRA & Savings Acct — Interest

Chase Bank, savings and checking — Interest

Brighthouse Financial (MetLife:see 4-6)

For Brighthouse: Fidelity VIP Eq. Inc — Int/Div

For Brighthouse: MFS Research Int'l — Int/Div

For Brighthouse: Asset All 100 — Int/Div

Memorial Partnership puns — Rent

Series EE Savings Bonds — Interest

Charles Schwab IRA/Accts

1. Colgate Palmolive (common) — Int/Div

2. Procter & Gamble (common) — Int

3. Hewlett Packard (common) — Int/Div

4. DXC Technology Com — Int/Div — from line 9)

5. Microfocus Int'l — Int./y — from line 9)

6. Time Wamer (common) — Ine

Tax Deferred Retirement Annuity Plan {see 16-26)

TIAA Stable Value — Int/Div

Vang 500 Idx Adm — Int/Div

T. Rowe Inst Lrg Cap Grw — Int/Div

American EuroPac Grw R6 — Int/Div

DFA US SmallCap Prif Inst — Int/Div

PIMCO Total Return Inst! — Int/Div

PIMCO Low Duration Inst] — Int/Div

T-C Money Market Rtmt — Int/Div

CREF Social Choice R1 — Int/Div

Vang Target Ret 2010 Inv — Int/Div

NY State Edu. Fund:Y Moderate Age Opt. Conserv. Growth — Interest — Sold (part) — tuition

Charitable Remainder Trust (JP Morgan) (see 29.70) — istmbution — Sold (part)

1. JP Morgan Deposit Sweep MGD JPMorgan Chase Bank NA — Int/Div

2. Abbvie Inc — Int/Div — Sold

3. Altra Group Inc — Int/Div — Sold

4. Amencan Electric Power — Int — Sold

Astrazeneca PLC — Int/Div — Sold

6 ATAT — Int/Div — Sold

7.BCE Inc — Int/Div — Sold

8. BP PLC Sponsored ADR — Int/Div — Sold

9. Chevron Corp. — Int/Div — Sold

10. Coca Cola Co. — Int/Div — Sold

Consolidated Edison Inc — Int/Div — Sold

12. Crown Castle — hy — Sold

13. Dominion Resources Inc — Int/Div — Sold

14. Duke Energy Corp — Int — Sold

Exxon Mobil Comp. — Int/Div — Sold

16. General Mills Inc — Int/Div — Sold

17. GlaxoSmithKline PLC — Int/Div — Sold

18. Johnson & Johnson — Int/Div — Sold

19. Kimberly Clark Comp. — Int/Div — Sold

20. Kraft Hemz Co. — Int/Div — Sold

21. McDonalds Corp. — Int/Div — Sold

22. Merck & Co. Inc — Int./hv — Sold

23. National Grid PLC New — Int/Div — Sold

24. Novartis AG — Int/Div — Sold

225. Occidental Pete Corp. — Int/Div — Sold

226. Pepsico Inc — Int/Div — Sold

27. Philip Morris — Int/Div — Sold

28. PPL Com. — Int/Div — Sold

29. Procter & Gamble Co. — hy — Sold

30. Realty Income Corp — Int/Div — Sold

31. Sanofy — Int/Div — Sold

32. Southem Co. — Int — Sold

33. Towl SA — Int/Div — Sold

34. Unilever PLC — Int/Div — Sold

35. Ventas Inc — Int/Div — Sold

36. Verizon Communications — Int/Div — Sold

37. Vodafone Group PLC — hy — Sold

38. Welllower Inc — Int/Div — Sold

39. Federated Strategic Value — Int/Div — Buy

Board member, Residential coop: JE PLEASE DO NOT DISCLOSE

Honors Committee, New York City Bar Association

Family trust with brother, Qualified Personal Residence Trust #1 (Deceased parents” home)

Reimbursement — Nantonal Conference of Bar Examiners — &11-14/17 — Snowmass, CO — Drafting bar exam — Transportation, meals, lodging

Reimbursement — National Conference of Bar Examiners — 10026-29/17 — Montreal, Canada — Drafting bar exam — Transportation, meals, lodging

Income — /1114/17 — Nat'l Conference of Bar Examiners drafting bar exam — $3,500.00

Income — 1002629/17 — Nat'l Conference of Bar Exammers drafting bar exam — S31.500.00

Spouse's income — 2017 — Teaching, IN (spouse) DO NOT DISCLOSE NAME OF SCHOOL

Spouse's income — 2007 — Self-employed rentals (spouse)

Part I: The Qualified Personal Residence Trust has no reportable assets.

Part VII. Investments and Trusts

Lines 3-6: In March 2017, Met Life created a company called Brighthouse Financial, whic includes New England Life, for variable life msurance policies. The

allocation percentages for the accounts in the policy have remained the same, as do two of the three names of the assets held.

Lines 13-14: The notations on the Schwab statement for DXC Technology Com and Microfocus state they are spinoff without any other reference and provide

respective dates of 4/3/17 and 8/31/17. The filer did not choose or direct the transactions. Value as of 12/31/17 was $99.55 for DXC and $30.24 for Microfocus.

Tax Deferred Retirement Annuity Plan (Items 16-26) is not self-directed. We do not exercise control over what is purchased or sold or when.

Column B: (Items 16-26): The quarterly statements for the above do not specify either income or transactions, but state values which are reported. | used the

"Gain or Loss™ amount to report income in Column B.

The Charitable Remainder Trust (Items 28-67) is not owned by the filer, but the filer receives income annually as a beneficiary. The trust corpus will be donated to

charity upon the filer's death. The filer has not chosen or directed the purchase or sale of assets held by the trust. If Column D (4) is blank, it is because there was

a loss, The date of acquisition of Federated Strategic Value is Feb. 7, 2017, and was purchased with proceeds from the sale of all trust assets listed in my 2016

FDR for JP Morgan.

Line 68: Monthly aunuity from deceased's life insurance policy ($280.96 x 9 months : April-December 2017)