1

Credit Union Account #1

$250,001 - $500,000

Interest

$201 - $1,000

1

New Hampshire Legal Assistance

Concord, New Hampshire

Leave of absence during government service

1/2021

2

New Hampshire Women's Foundation

Concord, New Hampshire

Leave of absence during government service

1/2021

3

Warren B Redman Center at University of New Hampshire School of Law

Concord, New Hampshire

Leave of absence during government service

1/2021

4

New Hampshire World Affairs Council

Concord, New Hampshire

Leave of absence during government service

1/2021

1

Fidelity IRA

1.1

Fidelity Core

$1,001 - $15,000

None (or less than $201)

1.2

iShares Silver Trust (SLV)

$1,001 - $15,000

None (or less than $201)

2

Yale University Retirement Savings Account

2.1

Vanguard Total Stock Market Index Fund Investor Class Shares (VTSMX)

$15,001 - $50,000

None (or less than $201)

2.2

Vanguard Developed Markets Index Fund Institutional Shares (VTMNX)

$15,001 - $50,000

None (or less than $201)

2.3

Vanguard Real Estate Index Fund Institutional Class Shares (VGSNX)

$1,001 - $15,000

None (or less than $201)

2.4

Vanguard Emerging Markets Stick Index Fund Institutional Class Shares (VEMIX)

$1,001 - $15,000

None (or less than $201)

2.5

TIAA Traditional

$1,001 - $15,000

None (or less than $201)

2.6

Vanguard LifeStrategy Income Fund Investor Shares (VASIX)

$15,001 - $50,000

None (or less than $201)

1

Trust #1

$1,000,001 - $5,000,000

$100,001 - $1,000,000

1.1

United States bank (cash account)

1.2

Hampton Hills LP (real estate in Citrus Hill, FL)

1.2.1

United States bank (cash account)

1.2.2

Citrus Hills Holdings, LLC

1.2.2.1

Chips Realty LLC (real estate sales in Citrus Hills, FL)

1.2.2.1.1

United States bank (cash account)

1.2.2.2

Citrus Hills Internet & Cable LLC

1.2.2.2.1

United States bank (cash account)

1.2.2.3

Citrus Hills Golf & Country Club LLC (golf course and country club in Citrus Hills, FL)

1

SDPR S&P 500 ETF Trust (SPY)

Purchase

08/17/2022

$100,001 - $250,000

2

SPDR S&P 500 ETF Trust (SPY)

Purchase

10/19/2022

$50,001 - $100,000

3

SPDR S&P 500 ETF Trust (SPY)

Purchase

11/03/2022

$100,001 - $250,000

4

SPDR S&P 500 ETF Trust (SPY)

Purchase

11/14/2022

$100,001 - $250,000

5

SPDR S&P 500 ETF Trust (SPY)

Purchase

11/15/2022

$100,001 - $250,000

1

First Republic Bank

$500,001 - $1,000,000

2017

30 years

2

Nelnet

$15,001 - $50,000

2003

20 years

6

1

The value listed represents only the relevant share of the trust assets. The value is based upon current value for all assets, except for the SAT SR. Limited Partnership, which was most recently valued as of 06/30/2021. The income range listed is distribution received for 2021.

6

1.2.2.7.4

For underlying holdings of Brentwood Farms, LLC, see Part 6 above, Line 1.2.2.12.

6

2

Interest in realty limited partnership with real estate in Nashua, NH and Manchester, NH.

6

3

Interest in realty limited partnership with real estate in Nashua, NH.

6

4

Holds reimbursement value of interest in residential property in New Hampshire.

6

5

Interest on a liquidation basis.

6

10

The value listed represents only the filer's share of the trust assets. The value is based on current value for all assets, except for the SAT SR. Limited Partnership, which was most recently valued as of 12/31/2021. The income range listed is the distribution range for 2021.

6

10.6

Please see Part 6, Line 1.3 for underlying holdings of this asset.

6

11

Please see Part 6, Line 1.2.2 for holdings of this asset.

6

12.4

See Part 6, Line 2 for underlying holdings of this asset.