Edward Milton Chen

Trust #2 (Trustee) (33% Interest)

Interfamily note (from Trust #8) — Interest

Bank of America (accounts) — Interest

Sterling Bank & Trust (account) — Interest

Aecgon NV stock — Int/Div

Limited Partnership £3 pum

9.5% Interest)

Commercial Property #3 (San Francisco, CA) — Rent

Bank of America (accounts) — Interest

First Republic Bank (account) — Interest

Condominium #1 (Kohala Coast. HI) — Reat

El Dorado Hospitality, LLC — Rent

Sterling Bank & Trust (account) — Interest

Cathay Bank (account) — Interest

Limited Partnership £5 gm

Limited Partnership) (20.5% Interest)

Commercial Property #4 (Sacramento, CA) — Rent

Bank of America (accounts) — Interest

First Republic Bank (account) — Interest

East-West Bank (account) — Interest

Sterling Bank & Trust (account) — Interest

Wells Fargo Bank (account) (Closure of this account was erroneously — Interest — Closed

omitted from 2016 Report)

Limited Liability Company #2 » ity Company #2 : y #2 —

Limited Partnership #5 owns 25% Interest)

LCommercial Property #8 (San Rafael, CA) — Rent

Bank of America (account) — Interest

Sterling Bank & Trust (account) — Interest

East-West Bank (account) — Interest

First Republic Bank (account) — Interest

Cathay Bank (account) (Inadvertenly omitted from prior reports) — Interest — Open

Realty Co. #1 mmm ) (stock) 133% Interest) (Erroncously — Interest — Closed

reported as dissolved in 2016)

Bank of America (accounts) {Although dissolved. one administration — Interest

bunk account remained open)

Sterling Bank & Trust (account) {Erroncoulsy reported as — Interest — Closed

closed in 2016)

East-West Bank (account) (Erroneoulsy reported as closed in 2016) — Interest — Closed

Life Insurance Policies - New York Life Ins, Co. (Whole Life Policies) — Interest

Trust #5 (Co-Trustee only) (No ownership)

Cathay Bank (account) — Interest

East-West Bank (account) — Interest

Sterling Bank & Trust (account) — Interest

First Republic Bank (account) — Interest

Limited Liability Co. #3 pum I (2.4% Interest)

Commercial Property #7 (Sacramento, CA) — Rent

Sterling Bank & Trust (account) — Interest

First Republic Bank (accounts) — Interest

Bank of America (accounts) — Interest

East West Bank (accounts ) — Interest

Cathay Bank (accounts) — Interest

Wells Fargo Bank (account } (Closure of this account was erroneosly — Interest — Closed

omitted from 2016 Report)

Limited Liability Co. #7 mms J) (13.3% Interest)

Commercial Property #8 (Sacramento, CA) — Reat

Bank of America (accounts) — Interest

Sterling Bank & Trust (account) — Interest — Closed

Cathay Bank (account) — Interest

Wells Fargo (account) (Closure of this account was erroneously — Interest — Closed

omitted from 2016 Report)

Limited Partnership 42 pms AN Ap 2

0.88% Interest)

Commercial Property #2 (San Francisco, CA) — Rent

Bank of America (accounts) — Interest

Cathay Bank (account) — Interest

First Republic Bank (account) — Interest

Sterling Bank & Trust (account) — Interest

East-West Bank (accounts) — Interest — Closed

LP. Morgan Chase (bond) (Inadvertently not reported as — Interest — Closed

closed in 2016)

Memill Lynch - IRA

Account - Merrill Lynch — Int/Div

Calvert Social Investment Fund Balanced Portfolio — Int/Div

Ariel Appreciation Fund — Int/Div

Calvert Social Index — Int/Div

Templeton Foreign Fund — Int/Div

Templeton Developing — Int/Div

Memill Lynch - IRA

Account - Merrill Lynch — Int/Div

Calvert Social Investment Fund Balanced Portfolio — Int/Div

Franklink U.S. Government Series Class A — Int/Div

Calvert Large Cap Core — Int/Div

Templeton Developing — Int/Div

Templeton Foreign Fund — Int/Div

Lmncoln Financial Group (403(b))

LVIP UBS Global Asset Allocation — Int/Div

LVIP Delaware Social Awareness — Int/Div

Bank of America (accounts) — Interest

Sterling Bank & Trust (accounts) — Interest

Ally Bank (account) — Interest — Open

Trust #16 (Trustee only) (No ownership)

Bank of America (account) — Interest

Sterling Bank & Trust (account) — Interest

Cathay Bank (account) — Interest — Open

Limited Partnership 42 gums I

26.69% Interest)

Commercial Property #2 (San Francisco, CA) — Rent

Bank of America (accounts) — Interest

Cathay Bank (account) — Interest

First Republic Bank (account) — Interest

Sterling Bank & Trust (account) — Interest

East-West Bank (accounts) — Interest — Closed

J.P. Morgan Chase (bond) (Inadvertently not reported — Interest — Closed

as closed in 2016)

Limited Liability Co. 4 mum ==

Bank of America (account) — Interest

Limited Partnership #1 mm" I.

Limuted Liability Co. #4 owns 1% Interest)

Limited Liability Co. #5: pry (Limited

Partnership #1 owes 25% Interest)

Bank of America (accounts) — Interest

First Republic Bank (account) — Interest

Sterling Bank & Trust (account) — Interest

Commercial Property #1 (San Francisco, CA) — Reat

Sorin

Limited Liability Co. #4 owns 1% Interest)

Commercial Property #2 (San Francisco, CA) — Rent

Bank of Amenca (accounts) — Interest

Cathay Bank (account) — Interest

First Republic Bank (account) — Interest

Sterling Bank & Trust (account) — Reat

East-West Bank (accounts) — Interest — Closed

J.P. Morgan Chase (bond) (Inadvertently not reported as — Interest — Closed

closed in 2016)

Limited Partnership 45 pn I

LLC 24 owns 1% Interest)

Commercial Property #4 (Sacramento, CA) — Reat

Bank of America (accounts) — Interest

First Republic Bank (account) — Interest

East-West Bank (account) — Interest

Sterling Bank & Trust (account) — Interest

Wells Fargo Bank (account) (Closure of this account was erroneously — Interest — Closed

omitted from 2016 Report)

Limited Liability Company #2 » pm [ma ) (Limited

Partnership £5 owns 25% Interest)

Commercial Property #8 (San Rafael, CA) — Rent

Bank of America (account) — Interest

Sterling Bank & Trust (account) — Interest

East-West Bank (account) — Interest

First Republic Bank (account) — Interest

Cathay Bank (account) (Inadvertently omitted from prior reports) — Interest — Open

Limited Liability Co. 46 pn (50.5%

Provident Credit Union (account) — Interest — Closed

Ally Bank (account) (Erroneously reported in 2016) — Interest — Closed

Bank of America (account) — Interest

First Republic Bank (account) — Interest

Sterling Bank & Trust (account) — Interest — Open

Cathay Bank (account) (Inadvertently omitted from 2016 Report — was — Interest

reported on line 363 of that Report)

Condommium £5 (Maui, HI) — Rent

Commercial Condominium (San Francisco, CA) — Reat

Sterling Bank & Trust (account) — Interest

Commercial Property #12 (San Rafael) — Rent

Condommium 26 (Maui, HI) — Rent

Cathay Bank (account) — Interest — Open

Limited Liability Co. #7 pum I) (Manager only)

No ownership)

Commercial Property #8 (Sacramento, CA) — Rent

Bank of America (accounts) — Interest

Sterling Bank & Trust (account) — Interest — Closed

Cathay Bank (account) — Interest

Wells Fargo (account) (Closure of this account was erroneously — Interest — Closed

omitted from 2016 Report)

BST Hospitality, LLC — Int/Div

Trust #17

Commercial Property #11 (Petaluma, CA) — Reat

East-West Bank (account) — Interest — Closed

Bank of America (account) — Interest

Sterling Bank & Trust (account) — Interest — Open

Trust #18 (Trustee only) (No ownership imerest)

East-West Bank (account) — Interest

Sterling Bank & Trust (account) — Interest

Cathay Bank (account) — Interest

First Republic Bank — Interest

Trust #19

Bank of America (account) — Interest

Limited Liability Co. #1 pu (77% Interest)

Commercial Building #9 {San Francisco, CA) — Reat

Commercial Building #10 (San Francisco, CA) — Rent — Sold — Terrace LLC

Bank of America (accounts) — Interest

First Republic Bank (account) — Interest

Sterling Bank & Trust (account) — Interest

East-West Bank (account) — Interest

Condominium 22 (Maui. HI) — Rent — Buy — Family Trust dated

Condominium £3 (Santa Barbara. CA) — Rent — Buy — King

Commercial Condominium (San Francisco, CA) — Rent

Trust #20 {Spouse Trustee)

Bank of America (account) — Int/Div

Limited Liabiluy Co. #1 pm (22% Interest)

Commercial Building #9 (San Francisco, CA) — Reat

Commercial Building #10 (San Francisco, CA) — Rent — Sold — Terrace LLC

Bunk of America (accounts) — Interest

First Republic Bank (account) — Interest

Sterling Bank & Trust (account) — Interest

East-West Bank (account) — Interest

Condominium £2 (Maui, HI) — Rent — Buy — Family Trust dated

Condominium £3 (Santa Barbara. CA) — Ret — Buy — King

Limited Partnership #3 (49.5% Interest)

Commercial Property #3 (San Francisco, CA) — Rent

Bank of America (accounts) — Interest

First Republic Bank (account) — Interest

Condominium #1 (Kohala Coast, HI) — Rent

El Dorado Hospitality, LLC — Int/Div

Sterling Bank & Trust (account) — Interest

Cathay Bank (account) — Interest

Limited Liability Co. #5 (Limited Partmership #1

owns 25% Interest)

Bank of America (accounts) — Interest

First Republic Bank (account) — Interest

Sterling Bank & Trust (account) — Interest

Commercial Property #1 (San Francisco, CA) — Rent

Limited Liability Co. #6 (49.5% Interest)

Provident Credit Union (account) — Interest

Ally Bank (account) (Eroneously reported in 2016) — Interest — Closed

Bank of America (account) — Interest

First Republic Bank (account) — Interest

Sterling Bank & Trust (account) — Interest — Open

Condominium £5 (Maui, HI) — Rent

Commercial Condominium {San Francisco, CA) — Rent

Sterling Bank & Trust (account) — Interest

Commercial Property #12 (San Rafael) — Rent

Condominium 26 (Maui, HI) — Rent

Cathay Bank (account) — Interest

Limited Liability Co. #3 (26% Interest)

Commercial Property #7 (Sacramento, CA) — Rent

Sterling Bank & Trust (account) — Interest

First Republic Bank (accounts) — Interest

Bank of America (accounts) — Interest

East West Bank (accounts ) — Interest

Cathay Bank (accounts) — Interest

Wells Fargo Bank (account) (Closure of this account was erroneously — Interest — Closed

omitted from 2016 Report)

Employee

Trustee, rust #17 (a

Trustee, ust 418i

Trustor, Trust £20 (a)

Officer & Director, Realty Co. £1 pms

Manager, Limited Liability Co. #1 (

Manager, Limited Liability Co. #2 pms

Manager, imited Liability Co. 45 (mmm)

Manager, Limited Liability Co. #4

Manager, Limited Liability Co. 45 (mmm

Agreement — 11991 — ACLU Employees - Defined Benefit Pension Plan, no control

Liability — American Savings Bank — Co-signer on mortgage condominium mvestment

Reimbursement — Tilden-Kern Scholarship Program — and select RTK Scholar Recipients — tansportation

Income — 2017 — Trust #2 (sulary) — $26,952.00

Spouse's income — 2017 — Trust #2 (Salary)

Values and income are based on pro-rata interests owned by filer and spouse (or in which filer/spouse has a beneficial interest)