John Rich 3

MassMutual whole life insurance policies — Int/Div

Perkins Thompson 401k plan

American Funds EuroPacific Growth A wy)

American Funds Growth Fund of America AY)

Pamassus Equity Income Fund (Y)

HSBC Opportunity A (Y)

Harbor International (X) — Int/Div

Harbor Capital Appreciation (X) — Int/Div

Vanguard 500 Index Admiral Ser (X) — Int/Div

Vanguard Mid Cap Index Admiral (X) — Int/Div

Rollover IRA account

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

IRA Account

Franklin Templeton FD Allocator SER Founding — Int./y

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 added to my Perkins Thompson 401k funds Harbor International, Harbor Capital Appreciation, Vanguard 500 Index Admiral Ser, and Vanguard Mid Cap

Index Admiral to replace, respectively, American Funds EuroPacific Growth A, American Funds Growth Fund of Amenicu A, Pamassus Equity Income Fund,

and HSBC Opportunity A, as | have been informed by my former law firm, Perkins Thompson, that last year the trustees of the Perkins Thompson 401k plan fully

transferred my holdings in those respective funds to the new corresponding funds in July 2015,