Sanket J. Bulsara

WELLS FARGO MONEY MARKET (CASH) — Interest

LEDYARD NATIONAL BANK (CASH) — Interest

CITIBANK, NA. (CASH) — Interest

GUARDIAN LIFE INSURANCE WHOLE LIFE POLICY — Int/Div

45GRAND ST FAMILY LLC — Int/Div

IRA #1 (H)

ALPHABET INC. CLASS A (GOOGL) — None

ALPHABET INC. CLASS C (GOOG) — None

TIAA CREF HIGH YIELD FD RETAIL (TIYRX) — Int/Div

AMANA GROWTH FUND INV (AMAGX) — Int/Div

HANCOCK HORIZON BURKENROAD SM CAP INV (HHBUX) — Int/Div

LAZARD INTL STRATEGIC EQUITY OPEN SHARES (LISOX) — Int/Div

SCHWAB S&P S00 INDEX FD (SWPPX) — Int/Div

SCHWAB 1000 INDEX FUND (SNXFX) — Int/Div

IRA #2 (H)

SCHWAB TARGET 2040 FUND (SWERX) — Int/Div — Buy

BROKERAGE #1 (H)

CHARLES SCHWAB DEPOSIT ACCOUNTS (CASH) — Interest

COMCAST CORP CL A (CMCSA (XD — Int/Div

CHARLES SCHWAB US REIT ETF (SCHH) — Int/Div

ISHARES CORE MSCI EMERGING ETF IEMG) — Int/Div

ISHARES GOLD ETF (1A) — None

POWERSHARES QQQ TRUST SRS ETF IV (000) — Int/Div

PWRSHS FTSE RAFI US 1500 SML MID ETF (PRFZ) — Int/Div

SCHWAB FUNDA EMG MKTS LARGE ETF IV (FNDE) — Int/Div

SCHWAB FUNDAMENTAL INL LARGE COM ETF (FNDF) — Int/Div

SCHWAB FUNDAMENTAL INTL SMALL COM ETF (FNDC) — Int/Div

SCHWAB FUNDAMENTAL US LARGE ETF IV (FNDX) — Int/Div

SCHWAB INTERNATNAL SMALL CAP EQY ETF (SCHC) — Int/Div

SPDR BLMBRG BRCLY HGH YLD BND ETF (JNK) — Int/Div

SPDR NUVEEN BLMBRG BARCLAYS MUN BD ETF (TF) — Int/Div

VANGUARD EMERGING MKT GOV BND ETF DV(VWOB) — Int/Div

VANGUARD FTSE DEVELOPED MARKETS ETF (VEA) — Int/Div

VANGUARD GLBAL EX US REAL EST ETF IV (VNOQI) — Int/Div

VANGUARD S&P 500 ETF (VOO) — Int/Div

VANGUARD SMALL CAPETF(VB) — Int/Div

VANGUARD TOTAL INTERNATL BND ETF DV (BNDX) — Int/Div

WISDOMTREE EUROPE SMLCP DIVIDEND ETF (DFE) — Int/Div

BAIRD CORE PLUS BD INV (BCOSX) — Int/Div

BMO TCH CORPORATE INCOME FD CL Y (MCIYX) — Int/Div

LORD ABBETT INCOME FD CL A (LAGVX) — Int/Div

METROPOLITAN WEST TOTAL RETURN BOND M (MWTRX) — Int/Div

PIMCO FOREIGN BD USD HEDGED CL D(PFODX) — Int/Div

PIMCO INCM CL D (PONDX) — Int/Div

SCHWAB GNMA FUND (SWGSX) — Int/Div

WESTERN ASSET CORE BD FD (WATFX) — Int/Div

ALGER SPECTRA FUND CL A (SPECX) — Int/Div

FMI INTL FD (FMIX) — Int/Div

GLENMEDE LARGE CAP GROWTH (GTLLX) — Int/Div

HANCOCK HORIZON BURKENROAD SM CAP INV (HHBUX) — Int/Div

JANUS HENDERSON SMALL CAP VALUE TUSCVX) IX) — Int/Div

JPMORGAN EQUITY INCOME (OIEIX) — Int/Div

LAZARD INTL STRATEGIC EQUITY OPEN SHARES (LISOX) — Int/Div

MATTHEWS CHINA DIVIDEND FD INV (MCDFX) — Int/Div

NORTHERN SMALL CAP CORE FUND INSGRX) — Int/Div

OBERWEIS INTL OPPTY FD(OBIOX) — Int/Div

PARNASSUS CORE EQTY FD INV (PRBLX) — Int/Div

SCHWAB FUNDAMENTAL US LARGE CO INDEX (SFINXOU(X) — Int/Div

SCHWAB INTL CORE EQUITY (SICNX) — Int/Div

SCHWAB S&P S00 INDEX FD (SWPPX) — Int/Div

SCHWAB SMALL CAP INDEX FUND ISWSSX) — Int/Div

SCHWAB TOTAL STOCK MKT INDEX (SWTSX) — Int/Div

SEAFARER OVERSEAS GWTH & INCM FD INV (SFGIX) — Int/Div

THIRD AVENUE REAL ESTATE VALUE FD INV (TVRVX) — Int/Div

VIRTUS CEREDES MID CAP VALUE (SMVTX)HX) — Int/Div

WASATCH CORE GROWTH FD INV (WGROX) — Int/Div

WELLS FARGO DISCOVERY FD A (WFDAX) — Int/Div

RETIREMENT PLAN 21 (H)

TIAA TRADITIONAL — Interest

CREF STOCK R32 — None

CREF GLOBAL EQUITIES R23 — None

TIAAACCINTLEQTI — None

TIAAACCS&PSODIXTI — None

TIAA ACC LG-CAPVALIXTI — None

TIAA ACCSM-CAPBLIXTI — None

TIAA REAL ESTATE — None

CREF BOND MARKET R2 — None

TIAA ACC LIFECYCLE2040 TH — None

TIAA ACC LIFECYCLE 2050 T1 — None

RETIREMENT PLAN #2 (H)

CREFSTOCK R} — None

CREF GROWTH R3 — None

CREF EQUITY INDEX R3 — None

CREF GLOBAL EQUITIES R23 — None

TIAA ACC INTL EQT1 — None

TIAA ACCMD-CAPGRTI — None

TIAA ACCS&PSODIXTI — None

TIAA REAL ESTATE — None

CREF BOND MARKET R2 — None

TIAA ACC LIFECYCLE 2040 TY — None

RETIREMENT PLAN #3 (H)

TC LIFECYCLE 2040-INST — Int/Div

RETIREMENT PLAN 24 (H)

CREFSTOCK R2 — None

CREF GROWTH R2 — None

CREF GLOBAL EQUITIES R2 — None

TL LIFECYCLE 2040-INST — Int/Div

RETIREMENT PLAN #5(H)

SSGA CASH SERIES US. GOVERNMENT FUND CLASS C — Interest

LOOMIS SAYLES GLOBAL BOND FUND INSTITUTIONAL CLASS — Int/Div

JPMORGAN STRATEGIC INCOME OPPORTUNITIES FUND CLASS RS — Int/Div

AMERICAN CENTURY MID CAP VALUE FUND INSTITUTIONAL CLASS — Int/Div

OAKMARK EQUITY AND INCOME FUND CLASS — Int/Div

MFS VALUE FUND CLASS R3 — Int/Div

ALLIANZGI MICRO CAP FUND INSTITUTIONAL CLASS — Int/Div

LOOMIS SAYLES GROWTH FUND CLASS A — Int/Div

ASTON/SILVERCREST SMALL CAP FUND CLASS — Int/Div

THE HARTFORD MIDCAP FUND CLASSY — Int/Div

VICTORY GLOBAL NATURAL RESOURCES FUND CLASS A — None

T. ROWE PRICE REAL ESTATE FUND — Int/Div

ABERDEEN EMERGING MARKETS FUND INSTITUTIONAL CLASS — Int/Div

CAUSEWAY INTERNATIONAL VALUE FUND INSTITUTIONAL CLASS — Int/Div

Board of Directors - President and Member, Sunnyside Community Services

Agreement — 2012 — Defined benefit pension plan with WILMERHALE (former law firm)

Agreement — 2012 — Self-directed retirement account with WILMERHALE (former law firm)

Part 1, lime 1: This position was terminated prior to taking the bench.

Part 11: Employer contributions to these accounts ended upon separation. Interest in the defined benefit plan was terminated in 2017. Self-directed holdings are

included in Part VII,

Part VII, line 5, Column C(2): The estimated vitlue of this investment is determined by the LLC based upon the market value of its holdings (rental real estate); 4

more precise valuation method is not available.

Part VII, Column B: Lines reflecting no income are so reported because none was attributed to those particular holdings during the reporting period, whether

taxable, tax exempt, or tax deferred, or because the investments do not allocate income to individual holdings, but instead are credited only in unit value, per page

42 of the filing instructions.

Part VII, Column D: Transactions through 11/22/17 overlap with the initial reporting period.