David R. Strawbridge

Wells Fargo Bank — Interest

Vanguard Muni Mny Mkt Fund (See VIII. #2) — None — Sold

Vanguard LT Tx Empt Adm Shares — Int/Div — Sold (part)

Vanguard Tx Managed Capital Appreciation Fund Adm Shares — Int/Div — Sold (part)

Vanguard Tx Managed Capital Appreciation Fund Adm Shares — Sold (part)

Vanguard 500 Index Mutual Fund Adm — Int/Div — Sold (part)

Vanguard 500 Index Mutual Fund Adm — Sold (part)

Vanguard 500 Index Mutual Fund Adm — Sold (part)

Vanguard 500 Index Mutual Fund Adm — Sold (part)

Vanguard Variable Annuity Total Bond Market (See VIII - #3) — Int/Div

Vanguard Variable-Growth — None

Fidelity Balanced Fund — Int/Div

SPRTN Total Market Index Fund Advantage Class — Int/Div

Phoenix Annuity (See VIII #4) — None

Boston Capital Tax Credit Fund 111 — Interest

Boston Capital Tax Credit Fund 1V — Interest

IRA #2

Vanguard U.S. Growth Fund Investor Shares — Int/Div

Vanguard Growth and Income — Int/Div

Vanguard Prime Money Market Fund — Int/Div

Trust #1 (See VII 21) — Interest

Director, Bethesda Project

Member-Advisory Board, Friends of the Delaware Canal

#1 = Trust holds life insurance policy for a close relative. It has no reportable assets. See Part VII (lines 30-31).

#2 - Identified as Pa. Tax, Exempt Money Mkt in 2016 disclosure statement.

#3 - Unable to allocate type of gain between dividend, interest and market fluaction. Sec Part VII (line §).

44 - Based upon my misunderstanding of how to properly characterize this financial product it has been incorrectly reported as an "annuity." It was purchased

several decades ago as part of a financial plan with various products. In repsonse to the Committee's inquiry as to what type of annutiy it was, 1 have consulted

with Phoenix and leamed that it was actually a life insurance policy. It has been allowed to lapse in 2018,