Stacey L. Meisel

JP Morgan Inc. Opp (a), (Y)

JP Morgan Inc. Core Bond (a), (Y)

Franklin Mutual Shrs (a) — Int/Div — Sold

Templeton Global BD (a) — Int/Div — Sold

Hooper Holmes (a) — Int/Div

Intel (a), (Y)

TD Bank Cash Accounts — Int/Div

Yahoo (b),(Y)

KKR Financial 7.375% (b) . (Y)

Frunkling Income Fund (b) class ¢ — Int/Div

Targa Resources Pid 9% (a) — Int/Div

Calamos Strategic Total Return (a) — Int/Div

Intel Corp (a) — Int/Div

Franklin Income Fund (a) — Int/Div

Citigroup Note 10% 8/19/35 (a) — Ine

United States Oil Fund (a) — Int/Div

USO Oil Fund (a) (Y)

1. Becker LLC 401(k) Plan (a) (H)

2. JH Multimanager Growth LS — Int/Div

3. JH Multimanager Moderate LS — Int/Div

1. Becker LLC 401 (Kk) Plan (¢) (H)

2. JH Multimanger Aggressive LS — Int/Div

3. JH Multimanager Growth LS — Int/Div

4. JH Multimanger Balanced LS — Int/Div

5. JH Multimanger Moderate LS — Int/Div

6. JH Multimanager Conserv LS — Int/Div

Franklin Income Fund 529 Plan (d) — Int/Div

Alibaba (b) — Int/Div

American Int'l Group (b) — Int/Div

Exxon Mobil (b) — Int/Div

Franklin Income Fund (b) class A — Int/Div

Targa Resources Pid (b) — Int/Div

United States Oil (b) — Int/Div

Citibank CD (b) — Int/Div

Citigroup Steepener Note 10% (b) 8/19/35 — Int/Div

Citigroup Note 8-16% (b) — Int/Div

Elizabeth Arden Bond 7.375% 3/15/21 (b) — Int/Div — Sold

Goldman Sachs Note 3.6% due 1003/27 (b) — Int/Div

Morgan Stanly 10% due 08/19/33 (b) — Int/Div

Neuberger Berman Real Estate (Y)

Alibaba (¢) — Int/Div

Citibank CD 2.9% 11/15/33 (¢) — Int

Citigroup Note 10% 11/26/34 (¢) — Int/Div

JP Morgan Chase CD 10% 7/21/34 (c) — Int/Div

Franklin Income Fund (¢) — Int/Div

Comcast {(¢) — Int/Div

Neuberger Berman Real Estate (¢) — Int/Div

United States Oil Fund (¢) — Int/Div

Exxon Mobil (d) — Int/Div

Targa Resources PFD 9% (a) — Int/Div

Franklin Income Fund 529 Plan Portfolio (d) — Int/Div

Franklin Income Fund 529 Plan (d) — Int/Div

TransAmenica Lmiversal Life Insurance (a) — Int/Div

1. MassMutual Variable Universal Life Insurance (¢) policy 710 (H)

2. -MML Equity Index (c) — Int/Div

1 Oppenheimer Mam Street — Int/Div

4. -MML Money Market — Int/Div

5. <Oppenheimer Core Bond — Int/Div

6. -Junus Aspen Global Research — Int/Div

MassMutual Variable Universal Life Insurance (¢) policy 712 (H)

2. -MML Equity Index (c) — Int/Div

3 Oppenheimer Main Street — Int/Div

4. -MML Money Market — Int/Div

5S. Oppenheimer Core Bond — Int/Div

6. Janus Aspen Global Research — Int/Div

Seelaus Money Market (¢) cash account (X) — Interest

Seelaus Money Market (a) cash account (X) — Interest

Century Bank 9/15/39 (b) — Interest — Buy

Seelaus Money Market (b) cash account (X) — Interest

Seelaus Money Market (d) cash account (X) — Interest

Agreement — 923115 — Becker LLC - Partnership Buy-Out Agreement To be Paid by 2019

Reimbursement — Association, New York Chapter

Reimbursement — SRA ITI. ST Association, Network Of Women

Reimbursement — National Conference of Bankruptcy Judges — 10260 16-10029/16 — CA — Conference — Travel, Meals and Hotel

Income — 2016 — West Services Inc - book royalties — S2. 785.00

Income — 2016 — Becker LLC - buyout payments — S125.000.00

Spouse's income — 2016 — Becker Meisel LLC « draw and membership distribution "Self Emploved Attorney”

Part VII Page § Line 19 previously recorded as (b) was updated to (C). The John Hancock 401(k) information has a value as of 12/31/16, but I am unable to

get the transactions from John Hancock, Additionally, | did estimate the income for the 401(k) because | could not obtain that information from John Hancock

cither.

As per my broker, the cash value of the TransAmerica life insurance policies are held by TransAmerica and not a third party intermediary like a bank. | have

Universal Life Insurance policies, To the extent the premiums exceed the basic cost of insurance, they are considered to be the cash value of the account but are

feft in the company’s general account. The company uses the general account to pay claims, meet policyholder demands and set aside reserves against future

claims as required by various State Insurance Commissioners. The company credits policyholder funds in the general sccount with interest. The compuny

guarantees a minimum interest rate but may set the rate higher than the minimum. The terest crediting rates are set annually by management and approved by

the Board.

Some of the codes on Part VII were updated see below for page and line numbers:

Part VII Page $ Line 19 previously recorded as (b) was updated to (c).

Part VII Page 6 Line 47 previously recorded as (b) was updated to (c).

Part VII Page 6 Line 48 previously recorded as (b) was updated to (c)

Part VII Page 7 Line 53 previously recorded as (b) was updated to (c).

Part VII Page 7 Line 54 previously recorded as (b) was updated to (¢),

Part VII Page 6 Line 43 previously recorded as (d) was updated to (a).

The following assets listed below in Part VII were updated for prior year sales or adjustments reported on the prior form. Please consider these notes amendments.

to the prior report ending 2/2/2016.

Part VII Page 4 Line | JP Morgan Inc. OPP was sold 8/25/15, Value J and Gain A.

Part VII Page 4 Line 2 JP Morgan Inc. Core Bond was sold on 8/25/15, Value K and Gain B.

Part VII Page 4 Line 8 Yahoo was sold on 11/6/14, Value K and Gain B.

Part VII Page 4 Line 9 KKK Financial was sold on 3/24/14, Value K and Gan A.

Part VII Page 4 Line 17 USO Oil Fund was sold on 9/5/15, Value K and Gain D.

Part VII Page 4 Line 6 Intel was shown by individual tax lots on the prior form so were combined in 2016, with line 13 page 4.

Part VII Page 5 Line 33 Neuberger Berman Real Estate was shown by individual tax lots on the prior form so were combined in 2016, with line 40 page 6.