Amy Berman Jackson

46 — None — Sold

Capital One — Interest

DC College Savings Plan 17+ — None

DC College Savings Plan 17+ — None

Wells Fargo bank account — Interest

SCHAWBE INVESTMENTS:

ABEMX — Int/Div

AEDYX — Int/Div

BPIRX — None — Sold (part)

CAMYX — Int/Div — Buy

10. — Distribution

DFTCX ** — Int/Div — Buy (add'l)

12. — Distribution

EMVIX ** — Int/Div

FPACX (formerly FPC1Z) — Int/Div — Sold (part)

15. — Distribution

FPNIX — Int/Div — Buy

FSIC — None — Buy

GLRIX — Int/Div

19. — istmbution

HLEMX — Int/Div

ISTIX — Distribution — Sold (part)

LLDYX — Int/Div — Sold (part)

MICSX — Int/Div

24 — Distribution

MWCIX — Int/Div — Buy (add'l)

26 — Distribution

SGUX — Int/Div — Sold (part)

28 — istmbution

SWGXX (Schwab Money Market) — Int/Div

1eEIZ — Int/Div

USSCX ** — Distribution

VDIGX — Int/Div

13 — istnbution

13 — Int/Div — Buy (add'l)

13 — Buy (add'l)

13 — Buy (add'l)

13 — Sold

VSCSX — Int/Div — Buy (add'l)

VSCSX — Int/Div — Buy (add'l)

VSCSX — Buy (add'l)

VSCSX — Buy (add'l)

VSCSX — Sold (part)

VUSFX — Int/Div — Buy

WABIX — Int/Div

WHGIX — Int/Div

46 — Distribution

HIMEX — None — Sold

761 16EFPO — None — Sold

S10.

MERRILL LYNCH INVESTMENT ACCOUNT:

ML Bank Dep Prog/IAXX - FIA Card SVS NA RASP MONEY MKT — Interest

Cecil Cnty MD — Interest

ABALX exchanged for GFFFX ** — Int/Div — Sold

GFFFX** — Int/Div — Buy

AGTHX — None — Sold

LGVAX — None — Sold

ETHSX — None — Sold

ETHSX — Int/Div — Buy

MADVX — Int/Div — Buy

MADVX — Int/Div — Buy

MADVX — Int/Div — Buy

BPIRX — None — Buy

BSHX — Int/Div — Buy

BEEIX — Int/Div — Buy

FPACX — Int/Div — Buy

MALOX — Int/Div — Buy

SRVEX — Int/Div — Sold

MCLOX — None — Sold

FNMA — Interest

Sevier Cnty — Interest

BRKB — None

FBTAX — None — Sold

FBTAX — Int/Div — Sold

FBTAX — Int/Div — Sold

SGOVX — None — Sold

NSTAX — Int/Div — Sold

ETGIX — None — Sold

MERRILL LYNCH INHERITED IRA

ML Bank Deposit - FIA Card/BoA RASP — Interest

Goldman Sachs Group — Interest — Redeemed

ABALX — Int/Div — Sold

ABALX — Int/Div — Buy

AGTHX — None — Sold (part)

AGTHX exchanged fo GFFFX ** — Sold

GFFFX ** — Int/Div — Buy

BEEIX — Int/Div — Buy

BPIRX — None — Buy

BSHX — Int/Div — Buy

CVTRX — Int/Div — Sold

ETHSX — None — Sold

FABLX — Int/Div — Sold

LGVAX — None — Sold

MADVX — Int/Div — Buy

MDLOX — None — Sold (part)

MDLOX exchanged for MALOX ** — None — Sold

MALOX ** — Int/Div — Buy

OEGAX — None — Sold

OEGAX — Int/Div — Buy

SGOVX — None — Sold

SRVEX — Int/Div — Sold

SRVEX — Int/Div — Buy

Autumn Woods Limited Partnership (X) — Rent

Concerning VII. Investments and Trusts:

== The TD Bank Savings Account that appeared on line 2 of my 2016 FDR was individually owned by a Jif who was no longer dependant in 2016, so it did not

need to be listed in 2016 and need not be listed in 2017.

= The State of Israel Bonds that appeared on line § of my 2016 FDR matured in 2016, so | no longer owned any of them in 2017, and they provided no income in

2017.

-- Line 11: DFTCX was madvertently left off my 2016 FDR. It should have appeared as follows

INCOME DURING 2016

AMOUNT CODE: A TYPE: Dividend

AMOUNT CODE: A TYPE: Distribution

GROSS VALUE AT END OF 2016

VALUE CODE: L

VALUE METHOD TYPE:

TRANSACTIONS DURING 2016

TYPE: Buy

DATE: 01/05/2016 VALUE CODE: K

DATE: 12/29/2016 VALUE CODE: K

TYPE: Buy (add'l)

TYPE: Buy (add'l)

DATE: 12/29/2016 VALUE CODE: K

== Line 13: EMVIX was inadvertently left off my 2016 FDR. It should have appeared as follows

INCOME DURING 2016

AMOUNT CODE: None TYPE: None

GROSS VALUE AT END OF 2016:

VALUE CODE: K

VALUE METHOD TYPE: T

TRANSACTIONS DURING 2016

TYPE: Buy

DATE: 092122016 VALUE CODE: K

= Line 31: USSCX was inadvertently left off my 2016 FDR. It should have appeared as follows:

INCOME DURING 2016

AMOUNT CODE: A TYPE: Distribution

GROSS VALUE AT END OF 2016

VALUE CODE: K

VALUE METHOD TYPE: T

TRANSACTIONS DURING 2016

DATE: 09/21/2016 VALUE CODE: K

TYPE: Buy

-- Lines 55 & 56: ABALX was exchanged for GFFFX on 5/30/17. That exchange is reported as a Sold of ABALX on line 55 and a Buy of GFFFX on line 56.

= Line 85: AGTHX was sold partially on 5/26/17. That transaction appears #s Sold (Part) on line 85.

Lines 86 & 87: The rest of AGTHX was exchanged entirely for GFFFX on 5/30/17. That exchange is reported as a Sold of AGTHX on line 86 and a Buy of

GFFFX on line 87.

== Line 96: MDLOX was sold partially on 5/26/17, That transaction appears 4s Sold (Part) on line 96.

Lines 97 & 98: The rest of MDLOX was exchanged entirely for MALOX on 5/30/17. That exchange is reported as a Sold of MDLOX on line 97 and a Buy of

MALOX on line 98.

== Line 101: Autumn Woods Limited Partnership (Maryland real estate investment) - partnership owns an apartment building in Howard County, Maryland. The

value is not based on a formal appraisal but on an internal evaluation prepared by the comptroller of Starch Realty, which manages the property. The income

represents my share of the rental income from the property.