John Rich 3

Rollover IRA account

MassMutual whole life insurance policies — Int/Div

Perkins Thompson 401k plan

Harbor International — Int/Div

Harbor Capital Appreciation — Int/Div

Vanguard 500 Index Admiral Ser — Int/Div

Vanguard Mid Cap Index Admiral — Int/Div

Templeton Growth Fund Inc. Class A Shares — Int/Div

IRA Account

Franklin Templeton FD Allocator SER Founding — Int/Div

Bank of America checking account — Interest

Bank of America savings account — Interest

Member, Board of Fellows, Portland Museum of Art

Vice-chair, Mane Justice Action Group

Agreement — 2008 — Perkins Thompson, P.A. 401k plan (ongoing participation; mutual funds only)

Addendum re: Part VII:

1 have deleted from my Perkins Thompson 401k funds American Funds EuroPacific Growth A, American Funds Growth Fund of America A, Pamassus Equity

Income Fund, and HSBC Opportunity A, since, as noted last year in my 2015 report, those funds were replaced in July 2015 by, respectively, Harbor International,

Harbor Capital Appreciation, Vanguard S00 Index Admiral Ser, and Vanguard Mid Cap Index Admiral by the trustees of the Perkins Thompson 401k plan.