Susan G Braden

Rental Property. Alexandria, VA — Rent

Citibank — Interest

RGIP, LLC — istnibution

Dept of Justice Credit Union (various accounts) — Interest

A0HKk) #1 (H)

WOM Focust Int Growth Inst (WCMIX) (X) — Int/Div — Sold (part)

Ameriprise Insured Deposit Account (IDA) (cash) — Interest

Advisors Inner Circle FDS Edgewood Growth Inst! CHEGFIX) — None — Sold (part)

Advisors Inner Circle FDS Edgewood Growth Inst! CHEGFIX) — Sold (part)

Artisan Intl Value (APDKX) — Int/Div

Artisan High Income Advisor (APDFX) — Int/Div — Buy

Blackrock Strategic Income Opportunities (BSIIX) — Int/Div

Dreihaus Inc. Mut. Fd. Emerging MKL Act (DIEMX) — Int/Div — Sold (part)

Dreihaus Inc. Mut. Fd. Emerging MKL Act (DIEMX) — Sold (part)

FMI Funds Large Cap (FMIQX) — Int/Div

Matthews Intl Fds Asia Div. Fd. (MIPIX) — Int/Div — Sold (part)

Metropolitan West Fds. Total Return Bd Fd (IMWTIX) — Int/Div — Buy (add'l)

Miller Invt TR Convertible Bond Fund IMCIFX) — Int/Div

Neuberger Berman High Income Bd Fd — Int/Div — Sold (part)

Neuberger Berman High Income Bd Fd — Sold

Neuberger Berman Core Bd Fd Intl CI INCRLX) — Int/Div — Buy (add'l)

Transamerica Intl Sml Cap Value (TISVX) — Int/Div

Vanguard Index Sml Cap Index Admiral (VSMAX) — Int/Div — Sold (part)

Vanguard Index 500 Index Admiral (VFIAX) — Int/Div — Sold (part)

Oil & Gas Royalty (Houston & San Antonio. TX) — Rovalty

U Fund College Investing Plan #1: Fidelity Funds. MA Portfolio 2021 — Int/Div — Buy (add'l)

U Fund College Investing Plan #2: Fidelity Funds. MA Portfolio 2024 — None — Buy (add'l)

U Fund College Investing Plan #3: Fidelity Funds, MA Portfolio 2024 — None — Buy (add'l)

U Fund College Investing Plan #4: Fidelity Funds, MA Portfolio 2027 — None — Buy (add'l)

U Fund College Investing Plan #5: Fidelity Funds. MA Portfolio 2027 — None — Buy (add'l)

U Fund College Investing Plan #6: Fidelity Funds. NH Portfolio 2030 — None — Buy (add'l)

U Fund College Investing Plan #7: Fidelity Funds, NH Portfolio 2033 — None — Buy (add'l)

Trust #1 (H)

Federated Govt Obli Fd — Int/Div

Edgewood Growth Fund — None — Sold (part)

Edgewood Growth Fund — Sold (part)

FMI Large Cap Fd — Int/Div — Sold (part)

FMI Large Cap Fd — Buy (add'l)

Vanguard 500 Index Fund — Int/Div — Sold (part)

Vanguard 500 Index Fund — Buy (add'l)

Artisan Int'l Value Fd Inv — Int/Div — Sold (part)

Artisan Int'l Value Fd Inv — Buy (add'l)

WOM Focused Intemational Growth Fund — Int/Div — Sold (part)

WOM Focused Intemational Growth Fund — Buy (add'l)

Vanguard Sml Cap Index Fd — Int/Div — Buy (add'l)

Transamerica Intl Small Cap Value Fd — Int/Div — Sold (part)

Transamerica Intl Small Cap Value Fd — Buy (add'l)

Driehaus Emg Mkts Growth Fund — Int/Div — Sold (part)

Matthews Asia Dividends Ins — Int/Div — Sold (part)

S10. — Buy (add'l)

NB Muni UT Bonds Fund Ins — Int/Div — Buy (add'l)

NB Muni UT Bonds Fund Ins — Sold (part)

NB Muni UT Bonds Fund Ins — Buy (add'l)

Vanguard UT T/E Fd Adm — Int/Div — Buy (add'l)

Vanguard UT T/E Fd Adm — Sold (part)

Vanguard UT T/E Fd Adm — Buy (add'l)

Nuveen Short Duration High Yield Muni Bond Fd, — Int/Div — Buy

Nuveen Short Duration High Yield Muni Bond Fd, — Buy (add'l)

Blackrock Strategic Inc. Opp Fd Ins — Int/Div — Buy (add'l)

Miller Convertible Bond Fund — Int/Div — Buy (add'l)

NB High Income Bond Fd Ins — Int/Div — Sold

ABATHhrift Savings 401(k) £1 {no control) (Hy

T. Rowe Pre Retirement 2010 — Int/Div

T. Rowe Price 2040 Fund — Int/Div

S.SgA Russ, SmMD Cap Index Fund — Int/Div

Liability — BB&T — Mortgage on rental property

Reimbursement — NYIPLA — March 31-Apnil 1, 2007 — New York, NY — 95th Fed. Judicial Dinner — Transportation, meals

Reimbursement — Federal Circuit Bar Assoc — June 21-24, 2017 — Coeur D'Alene, 1D — Speaker — Transportation, meals, lodging

Reimbursement — Federal Circuit Bar Assoc — September 22-27 2017 — London, UK — 2017 Global Senes Speaker — Transportation, meals, lodging

Reimbursement — IPLAC — October 13, 2017 — Chicago, IL — Annual Dinner — Transportation, meals

Spouse's income — 2017 — American Bar Association - salary

Spouse's income — 2007 — Ropes & Gray LLP - retirement benefits

Part VII, lines 26-32: Names expanded to include the fund family.

Part VII, lines 12, 31, 32, and 34: Name changes; see 2016, lines 11, 40, 41, and 80, respectively.

Part VIL, lines 62-65: This is an employer-controlled retirement plan. The employee can choose the funds in which he is invested from a list provided by

the employer's plan administrator, but the employee is not able to control transactions executed within the plan, nor is he provided with the details of

transactions executed within the plan by the plan administrator. The employee receives quarterly statements identifying the allocated value and investment

eamings for the funds in which he is invested {Columns A through C) Despite inquiry of the plan administrator, further information is unavailable.

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

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

page 42 of the filing instructions.