Jean P. Rosenbluth

Wells Fargo Accounts — Interest

American Electric Power common stock — Int/Div

Schwab IRA

FMI Large Cap — Int/Div — Sold (part)

Fidelity Contrafund — Int/Div

Voya (fiormerly ING Midcap Opportunity Fund) — None

Artisan International Fund — None — Sold

Artisan International Fund — None — Sold

Artisan International Fund — Int/Div — Buy (add'l)

Dodge & Cox Intemational Stock Fund — Int/Div

Oakmark Intemational Small Cap Fund — None — Sold

Amencan Beacon GLBL — Int/Div

Wasatch Fund Services SM — None — Sold

Angel Oak Flexible — Int/Div — Sold (part)

Stone Ridge All Asset — Buy

American Beacon LargeCap — Int/Div

Drichaus Frontier — Int/Div — Buy

Oberweis Int'l Opportunity — Int/Div — Buy

EMI Large Cap — Buy

Bank of America Accounts — Interest

Morgan Stanley Aggressive Growth A — Int/Div

401K) == TIAA/CREF (no control)

managed allocation fund (TIMRX) — Int/Div

Lifecycle Retirement Income (TLRRX) — Int/Div

Brokerage Account (H)

Berkshire Hathaway B — None

Deutsche BK Cap 7.6% — Int/Div

Speed Commerce (formerly Navaree Corp) — Int/Div — Sold (part)

Verizon — Int/Div

Sector Spdr Consumer Fund ETF — Int/Div

Sector Spdr INdI Select Shares ETF — Int/Div

Sector Spdr Tech Select Shares ETF — Int/Div

Sector SPDR Tr Con Splitshares ETF — Int/Div

Hardmg Loevner Emergmg Markets Ady — Int/Div

JP Morgan Small Cap Equity Fund — Int/Div

Loomis Sayles bond fund CL R — Int/Div

Manning & Napier World Oppty A — Int/Div

Perkins Mid Cap Value T — Int/Div

RS Value Fund CL A — Int/Div

Schwab Core Equity Fund — Int/Div

Schwab Health Care Fund — Int/Div

Scout Intl Fund — Int/Div

Vanguard Inflation protected Securities Fund — Int/Div

Vanguard S/t Investment Grade Fund Inv — Int/Div

Schwab Money Market — Interest

Powershares QQQ Trust Ser ETF (x) — Int/Div

New York Times common stock — Int/Div

Power of attorney, mother

Spouse's income — 2016 — Trustee, ECR 1998 Trust, Los Banos, CA (not vet vested)

Re Part VII: The Brokerage and Schwab IRA accounts are |

Last year | reported some individual assets as partially sold, but apparently sold them

in their entirety. That is why they no longer appear. We keep our assets entirely separate, and | go by what [1 tells me