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 — Sold (part)

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

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

Schwab Advisors Cash Reserves Premier Fund — Int/Div — Sold (part)

SeelLines — Sold (part)

SeelLine$ — Sold (part)

Seelines — Sold (part)

SeelLine8 — Sold (part)

SeelLinef — Buy (add'l)

DFA Emerging Markets Core Equity Portfolio — Int/Div — Buy (add'l)

DFA Emergmg Markets Value Portfolio — Int/Div — Sold

DFA International Small Cap Value Portfolio — Int/Div

DFA TA. US. Core Equity 2 Portfolio — Int/Div

DFA US Core Equity 2 Portfolio — Int/Div

United Therapeutics Comp — None — Buy

SeelLine 19 — Sold (part)

SeelLine 19 — Sold (part)

Soluredge Tech — None

DFA International Core Equity Portfolio — Int/Div — Buy

Simplified Employee Pension Plan (SEP: IRA)

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

See Line 25 — Sold (part)

DFA Selectively Hedged Global Fixed Income Portfolio — Int/Div

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

See Line 28 — Buy (add'l)

See Lime 28 — Buy (add'l)

See line 28 — Buy (add'l)

Seeline 28 — Sold (part)

Individual Retirement Account

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

Vanguard S/T Investment Grade Fd — Int/Div

Vanguard Inter Term Corporate Bond Fd — Int/Div

DFA Five Year Global Fixed Income Portfolio — Int/Div

DFA Short Term Extended Quality Portfolio Inst] — Int/Div — Sold

DFA Selectively Hedged Global Fixed Income Portfolio — Int/Div

PIMCO Emerging Local Bond Fund — Int/Div

DFA Emerging Markets Core Equity Portfolio — Int/Div

DFA Emerging Markets Small Cap Portfolio — Int/Div

DFA International Core Equity Portfolio — Int/Div

DFA International Small Cap Value Portfolio — Int/Div

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

DFA U.S. Small Cap Value Portfolio — Int/Div

DFA U.S. Micro Cap Portfolio — Int/Div

DFA Emerging Markets Value Portfolio — Int/Div

Schwab Advisors Cash Reserve Premier Fund — Int/Div

Templeton Global Bond Fund — Int/Div

Vanguard Total International Bond ETF — Int/Div — Buy (add'l)

Vanguard Short-Term Inflation-Protected Securities ETF — Int/Div

Vanguard Emergmg Markets Government Bond ETF — Int/Div

United Therapeutics — None

DFA Targeted Credit Portfolio — Int/Div — Buy (add'l)

MassMutual Life- whole hie msurance policy — Int/Div

Rental property, Rappahannock County, VA 18/2/96 S86.600) — Reat

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

Nevada College Savings Plan Vanguard Income Portfolio (no control) — None — Sold (part)

See Line 59 — Buy (add'l)

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

Nevada College Savings Plan Vanguard Growth Portfolio (no control) — None — Sold (part) — Note

See Line 62 — Buy (add'l)

Board Member, Federal Judicial Center

Member of Judicial Advisory Board, American Society of Intemational Law

Co-Chair, Committee on Science, Technology, and Law, National Academy of Sciences

Reimbursement — National Academy of Sciences, Washington, D.C — IRI6-311/15 — Irvine, CA — Attend Committee Meeting — Aurtare, Lodging, Local Trunsportation

Reimbursement — University of Chicago, Chicago, IL — 4/28/16-5/1/16 — Chicago, IL — Participate in law school Moot Court Competition — Airfare, Meals, Local Transportation

Reimbursement — North America, Inc Washington, D.C. — Ensen Jt Soo hid — General Assembly

Reimbursement — National Academy of Sciences, Washington, D.C — 1216/16-12/18/16 — Washington, D.C — Attend Commuttee Meeting — Local Transportation

Spouse's income — 2016 — Self-bEmploved (education consultant)

Note | (Part VII, Line 62)- A portion of the assets were transferred from the Growth to Moderate Growth portfolio.