Kathleen McDonald O'Malley

Citibank (various accounts) — Interest

Castle Harlan Affiliates IV-A. LLP — None

Castle Harlan Partners V, LLP — None

CHP V Affiliates AIV, LP — None

Mid-Atlantic Fund of Funds II. LP — Interest

AE! Alien Series B Inv 11, LLC — None

Taskrabbit, Inc — None

Sun Basket. Inc — None

Covington & Burling Partnership LLP — Int/Div

Advanced Battery Concepts, LLC — None — Buy

Cloud9 Charts, Inc — None — Buy

Lois Wine Bar (note) (X) — Interest

dk (H)

Dodge & Cox Stock — Int/Div

American Beacon Small Cap Val Inst — Int/Div

Lazard Emerging Market Equity Inst — Int/Div

Schwab Stable Value Inst 11 (Y)

Oakmark Intemational — Int/Div

JP Morgan Large Cap R6 — Int/Div

Janus Enterprises N — Int/Div

Metropolitan West Total Return Bond — Int/Div

Brokerage Account #1 (H)

Schwab Adv Cash Reserve Prem. (SWZXX) iY)

Dodge & Cox Int'l Stock Fund (DODFX) — Int/Div

Wells Fargo Adv Intl (ESICX) — Int/Div

American Fund Europacific (AEGFX) — Int/Div

Pimco Foreign Bond Fund (PFORX) — Int/Div

Vang St Exempt Fund (VWSTX) — Int/Div

Vang Inflation Protected (VIPSX) — Int/Div

Cohen & Steers Realty (CSRSX) — Int/Div — Sold (part)

shares Trust S&P S00 (IVV) — Int/Div — Sold (part)

Vang Small Cap (VB) — Int/Div

Baird Inter Muni (BMBIX) — Interest

Hotchkis & Wiley Hi Yield (HWHIX) — Int/Div

Credit Suisse Comm Return Strategy Fund ({CRSOX) — None

Goldman Sachs Emerging Markets Debt Fund (GSDIX) — Int/Div

Ishares MSCI Emerging Market Index (EEM) — Int/Div

Mangate MLP Fund (IMLPX) — Int/Div

Brokerage Account 22 (H)

Schwab Adv Cash Reserve Prem. (SWZXX) — Interest

Dodge & Cox Int'l Stock Fund (DODFX) — Int/Div

Wells Fargo Adv Int] (ESCIX) — Int/Div

American Fund Europacific (AEGFX) — Int/Div

Pimco Foreign Bond Fund (PFORX) — Int/Div

Vang St Exempt Fund (VWSTX) — Interest

Vang Inflation Protected (VIPSX) — Int/Div

Cohen & Steers Realty (CSRSX) — Int/Div

Ishares Trust S&P S00 (VV) — Int/Div

Vang Small Cap (VB) — Int/Div

Baird Inter Muni (BMBIX) — Int/Div

Hotchkis & Wiley Hi Yield (HWHIX) — Int/Div

Credit Suisse Comm Return Strategy {CRSOX) — None

Goldman Sachs Emerging Markets Debt 1GSDIX) — Int/Div

Ishares MSCI Emerging Markets Index (EEM) — Int/Div

Mangate MLP Fund (IMLPX) — Int/Div

IRA 21 (H)

Schwab Adv Cash Reserve Prem. (SWZXX) — Interest

Steelpath MLP Select 40 (OSPSX) — Int/Div

Pimco Emerging Local Bond Fund (PELBX) — Int/Div

Wells Fargo Advig Int'l Fund (ESICX) — Int/Div

Baird Aggregate Bond Inst Fund (BAGIX) — Int/Div

DFA Emerging Mkt Value Portfolio (DFEVX) — Int/Div

Pimco Comm Real Estate Return (PCRIX) — Int/Div

Dodge & Cox Int'l Stock Fund (DODFX) — Int/Div

Dodge & Cox Income Fund (DODIX) (X) — Int/Div

American Fund Europacific Growth (AEGFX) — Int/Div

Pimco Foreign Bond Fund (PFORX) — Int/Div

Cohen & Steers Realty Shares (CSRSX) — Int/Div

Vangaurd Inflation Protected Securities (VIPSX) — Int/Div

Ishares Trust S&P S00 Index (IVV) — Int/Div

Vanguard Small Cap Fund (VB) — Int/Div

Hotchkis & Wiley Hi Yield (HWHIX) — Int/Div

Reimbursement — Conner Inn of Court — Jan. 20-21, 2016 — New York, NY — Comner Inn Dmner — Train fare, meal, lodging

Reimbursement — Case Western Reserve Law — Jan. 25-31, 2016 — Strasburg, France — EIPN Congress — Aarfare, meals, lodgimg

Reimbursement — Vanderbilt Umversity — Feb. 4-5, 2016 — Nashville, TN — Lecture Series — Airfare, meals, lodging

Reimbursement — NCBA IP Section — Mar. 17-18, 2016 — Greensboro, NC — Annual Meeting — Airfare, meals, lodging

Reimbursement — Fordham University — Mar. 30-Apnil 1, 2016 — New York, NY — IP Institute Program — Train fare, meal, lodging

Reimbursement — Umvensty of lowa Law School — Apr, 6-8, 2016 — lowa City, [A — Lecture Senes — Aarfare, meals, lodgimg

Reimbursement — CIPLA — Apr. 14-17, 2016 — Cleveland, OH — Annual Dinner — Airfare, meals, lodging

Reimbursement — Jomt Patent Practice — Apr. 20-21, 2016 — New York, NY — CLE Semmar — Train Fare, meal, lodging

Reimbursement — Inn of Court — May 24-25, 2016 — Minneapolis MN — CLE Seminar — Airfare, meals, lodging

Reimbursement — NJIPLA — June 10-11, 2016 — Short Hills, NJ — Annual Dinner — Ground transportation, meal, lodging

Reimbursement — Federal Circuit Bar Association — June 22-24, 2016 — Nashville, TN — Bench & Bar — Airfare, meals, lodging

Reimbursement — 1ADC — July 11-14, 2016 — Hamilton, Bermuda — Annual Meeting — Aartare, meals, lodging

Reimbursement — NYU Law School — Sept. 29-30, 2016 — New York, NY — Conterence — Tram fare, meal, lodging

Reimbursement — Federal Circuit Bar Association — Oct. 11-16, 2016 — Pans, France — Int! Conference Series — Airfare, meals, lodging

Reimbursement — Case Western Reserve Law — Oct. 18-19, 2016 — Cleveland, OH — Lecture Senes — Aarfare, meals, lodgmg

Reimbursement — EDTX Bar — Oct. 19-21, 2016 — Plano, TX — Bench & Bar — Airfare, meals, lodging

Reimbursement — Harvard Law School — Oct. 26-27, 2016 — Boston, MA — Educational Program — Aarfare, meals, lodgimg

Reimbursement — Conner Inn of Court — Nov. 16-17. 2016 — New York, NY — Mecting — Train fare, meal, lodging

Spouse's income — 2016 — Self-employed (attomey)

Part VII, lines 23, 40, and 57: Name correction; see 2015, lines 143, 247. and 323, respectively.