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| 11304 | Demarest Macdonald 2018 | Statement of Financial Interests for 2018 Macdonald Demarest Contact Phone Number: Lloyd Contact Email : You indicated that you did have a spouse residing in your household during 2018. You indicated that you had no dependent child(ren) residing in your household at any time during 2018. Page 1 of 53 provide the required information for that position. If you held more than one public position which requires you to file, identify each position. Massachusetts Gaming Commission (MassGaming) 101 Federal Street, Boston, MA, 02110, US Commissioner 11/02/2015 $10,001 to 20,000 Massachusetts Gaming Commission (MassGaming) 101 Federal Street, Boston, MA, 02110, US Commissioner 11/02/2015 $60,001 to 100,000 Massachusetts Gaming Commission (MassGaming) 101 Federal Street, Boston, MA, 02110, US Commissioner 11/01/2015 03/19/2018 $60,001 to 100,000 3. Other than the position(s) identified in Question 2, identify every public position you held, and every public agency to which you provided services, at any time during 2018, whether compensated or not, and whether full- or part-time. services, at any time during 2018, whether compensated or not, and whether full- or part-time. any time during 2018, whether compensated or not, and whether full- or part-time, and provide the required Page 2 of 53 6. Identify any Business from which you were on a leave of absence at any time during 2018, and provide its address. 7. Identify every Business for which your spouse and/or any dependent child(ren) residing in your household worked as an employee, manager, consultant, or independent contractor at any time during 2018, whether compensated or not, and whether full- or part-time, and provide the required information for each. owned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2018, and provide the required information for each. Percentage of stock Barney's Joy Family LP c/o Max Kohlenberg, Esq. Howland, Evangelista & Kohlenberg, 1600 Financial Plaza, Providence, RI, 02903, US 1% Less than $1,001 Barney's Joy Corporation c/o Max Kohlenberg, Esq. Howland, Evangelista & Kohlenberg, 1600 Financial Plaza,, Providence, RI, 02903, US 20% Less than $1,001 during 2018, and provide the required information for each. Page 3 of 53 dependent child(ren) residing in your household during 2018, and provide the required information for each. 11. Identify any Business in which you served as an officer, director, or trustee, at any time during 2018, whether Barney's Joy Family LP c/o Max Kohlenberg, Esq. Barney's Joy Company Howland, Evangelista & Kohlenberg, 1600 Financial Plaza, Providence, RI, 02903, US Officer Less than $1,001 Howland, Evangelista & Kohlenberg, 1600 Financial Plaza, Providence, RI, 02903, US Officer Less than $1,001 an officer, director, or trustee, at any time during 2018, whether compensated or not, and whether full- or part-time, and provide the required information for each. Page 4 of 53 13. Identify all Real Estate in Massachusetts which you owned directly or through a Business as of December 31, 2018, and which had an assessed value greater than $1,000, and provide the required information for each Real and/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31, 2018, and which had an assessed value greater than $1,000, and provide the required information for each Real 15. Identify any Trust of which you were a beneficiary, and which owned Real Estate in Massachusetts as of December 31, 2018, with an assessed value greater than $1,000, and provide the required information for each such Trust and Real Estate holding. Page 5 of 53 16. Other than the Real Estate identified in Question 15, identify any Trust of which your spouse and/or any dependent child(ren) residing in your household was a beneficiary, and which owned Real Estate in Massachusetts as of December 31, 2018, with an assessed value greater than $1,000, and provide the required information for each such Trust and Real Estate holding. 17. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, that was transferred to another person or entity by you, or by a Trust of which you were a beneficiary, at any time during 2018, and provide the required information for each Real Estate holding. 18. Other than the Real Estate identified in Question 17, identify any Real Estate in Massachusetts with an assessed value greater than $1,000, that was transferred to another person or entity by your spouse and/or any dependent child(ren) residing in your household, or by a Trust of which your spouse and/or any dependent child(ren) residing in your household was a beneficiary, at any time during 2018, and provide the required information for each piece of Real Estate transferred. Page 6 of 53 19. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, on which, as of December 31, 2018, you, or a Trust of which you were a beneficiary, had a lien, attachment, or mortgage receivable, and provide the required information for each. 20. Other than the Real Estate identified in Question 19, identify any Real Estate in Massachusetts with an assessed value greater than $1,000, on which, as of December 31, 2018, your spouse and/or any dependent child(ren) residing in your household, or a Trust of which your spouse and/or any dependent child(ren) residing in your household, had a lien, attachment, or mortgage receivable, and provide the required information for each. Page 7 of 53 agencies, and authorities, which you owned directly or through a Business, as of December 31, 2018, and which had a fair market value as of that date greater than $1,000, and provide the required information for each such investment. Name of Bond/ Other Security Description of Investment Income from Investment BRAINTREE MA GO 5% 5/15/23 MN RFDG LT BEO Bond Less than $1,001 LENOX MA GO 5% 7/15/22 JJ RFDG-MUN PURP LN LT BNK Bond Less than $1,001 MASS ST DEV FIN AGY 2.25%12/1/41-CA FA DOMINIO Bond Less than $1,001 MASS ST DEV FIN AGY 5.0% 4/1/21 AO NOBLE &GR Bond Less than $1,001 MASS GO 5.0%12/1/19 JD BEO Bond Less than $1,001 Page 8 of 53 MASS ST GO 5.0%11/1/24 MN GENL OBLIG Bond Less than $1,001 MASS ST SCH BLDG AUTH REV 5% 8/15/20 FA DEC Bond Less than $1,001 MASS ST TRANS FD REV 5% 6/1/22 JD RAIL Bond Less than $1,001 MASS WATER POLL REV 5.25% 2/01/19 Bond Less than $1,001 NO READING MA GO 5% 5/15/21 MN MUN PURP LN LT Bond Less than $1,001 SHAWSHEEN VY MA REGL GO 4%4/15/20 AO VOCATIONAL Bond Less than $1,001 UNIV MASS BLDG AUTH PROJ REV REV 5.0000% 05/01/24-CA MN SER-2 FSA BEO Bond Less than $1,001 SALISBURY MASS GO 4% 08/01/23 FA RFDG MUN PURP LN LT BEO Bond Less than $1,001 Page 9 of 53 MASSACHUSETTS ST TRANSN FD REV REV 5% 06/01/22 JD RAIL ENHANCEMENT PROG-SER A BEO SR LIEN Bond Less than $1,001 MASSACHUSETTS ST SCH BLDG AUTH REV 5% 08/15/20 FA DEDICATED SALES TAX REV RFDG-SR-SER B BEO Bond Less than $1,001 Everett Mass GO 2% 12/15/18 JD Bond Less than $1,001 22. Other than the bonds or other securities identified in Question 21, identify every bond or other security issued by the Commonwealth of Massachusetts or its political subdivisions, agencies, and authorities, which your spouse and/or any dependent child(ren) residing in your household owned directly or through a Business, as of December 31, 2018, and which had a fair market value as of that date greater than $1,000, and provide the required information for each such investment. agencies, and authorities, which was owned as of December 31, 2018, by a Trust of which you were a beneficiary, whether directly or through a Business, and which had a fair market value as of that date greater than $1,000, and provide the required information for each such investment. Page 10 of 53 agencies, and authorities, which was owned as of December 31, 2018, by a Trust of which your spouse and/or any dependent child(ren) residing in your household was a beneficiary, whether directly or through a Business, and which had a fair market value as of that date greater than $1,000, and provide the required information for each such investment. Page 11 of 53 25. Identify every Financial Investment that you owned directly or through a Business as of December 31, 2018, and which had a fair market value as of that date greater than $1,000, and provide the required information for each. Name of Issuer Citrix Systems, Inc. - Common Stock(CTXS) SVB Financial Group - 7% Cumulative Trust Preferred Securities - SVB Capital II(SIVBO) Roper Technologies, Inc. Common Stock(ROP) Skyworks Solutions, Inc. - Common Stock(SWKS) Amazon.com, Inc. - Common Stock(AMZN) Ecolab Inc. Common Stock(ECL) Description of Investment Principal Place of Business or State of Incorporation Page 12 of 53 Schlumberger N.V. Common Stock(SLB) Wells Fargo & Company Common Stock(WFC) Gilead Sciences, Inc. - Common Stock(GILD) Equifax, Inc. Common Stock(EFX) 3M Company Common Stock(MMM) Cerner Corporation Common Stock(CERN) First Solar, Inc. - Common Stock(FSLR) McDonald's Corporation Common Stock(MCD) Page 13 of 53 United Parcel Service, Inc. Common Stock(UPS) Simon Property Group, Inc. Common Stock(SPG) Exxon Mobil Corporation Common Stock(XOM) Danaher Corporation Common Stock(DHR) Caterpillar, Inc. Common Stock(CAT) US Bancorp Del DEPOSITARY SH S G(USB$N) Starbucks Corporation Common Stock(SBUX) iShares MSCI ACWI ex US Index Fund(ACWX) Page 14 of 53 iShares Core S&P 500 ETF(IVV) Apple Inc. Common Stock(AAPL) iShares MSCI Eurozone ETF(EZU) Ford Motor Company Common Stock(F) J.M. Smucker Company (The) New Common Stock(SJM) Alphabet Inc. Class A Common Stock(GOOGL) Alphabet Inc. Class C Capital Stock(GOOG) Moody's Corporation Common Stock(MCO) Page 15 of 53 American Express Company Common Stock(AXP) Procter & Gamble Company (The) Common Stock(PG) Apple Inc. Common Stock(AAPL) Pepsico, Inc. Common Stock(PEP) Mastercard Incorporated Common Stock(MA) CBRE Group Inc Common Stock Class A(CBG) Franklin Resources, Inc. Common Stock(BEN) Merck & Company, Inc. Common Stock (new)(MRK) Page 16 of 53 Dreyfus Institutional Treasury and Agency Cash Advantage Fund Premier Shares(DRRXX) Dreyfus Institutional Preferred Government Money Market Fund Agency Shares(DRGXX) GS Tactical Tilt Implementation Fund Mutual Fund Delaware 200 West Street, New York, NY, 10282, GS ENHANCED DIVIDEND GLOBAL EQUITY PORTFOLIO INSTITL Mutual Fund Delaware 200 West Street, New York, NY, 10282, US GS INVESTMENT GRADE CREDIT FUND INSTITUTIONAL SHARE Mutual Fund Delaware 200 West Street, New York, NY, 10282, US Aberdeen Asset Management PLC ADR CMN Mutual Fund Delaware 200 West Street, New York, NY, 10282, US Allianz SE ADR Cmn Mutual Fund Delaware 200 West Street, New York, NY, 10282, US Amadeus it holding, sa adr cmn Common Stock DELAWARE 200 WEST STREET, NEW , NY, 10282, Page 17 of 53 Baidu, Inc. American Depositary Shares, each representing one tenth Class A ordinary share(BIDU) BRAMBLES LIMITED SPONSORED ADR CMN British American Tobacco Industries, p.l.c. Common Stock ADR(BTI) Broadcom Corporation Class A Common Stock(BRCM) BUNZL PLC SPONSORED ADR CMN Canadian National Railway Company Common Stock(CNI) CARLSBERG A/S SPONSORED ADR CMN Cenovus Energy Inc Common Stock(CVE) Mutual Fund DELAWARE 200 West Street, New York, NY, 10282, US Common Stock DELAWARE 200 West Street, New York, NY, 10282, US Common Stock DELAWARE 200 West Street, New York, NY, 10282, US Page 18 of 53 CGI Group, Inc. Common Stock(GIB) CIELO S A SPONSORED ADR CMN ADR (American Depository Receipt) DELAWARE 200 West Street, New York, NY, 10282, US CK HUTCHINSON HLDGS LTD ADR CMN Common Stock DELAWARE 200 West Street, New York, NY, 10282, US Coca Cola Femsa S.A.B. de C.V. Common Stock(KOF) COMPASS GROUP ADR CMN ADR (American Depository Receipt) DELAWARE 200 West Street, New York, NY, 10282, US DENSO CORP ADR CMN ADR (American Depository Receipt) DELAWARE 200 West Street, New York, NY, 10282, US DEUTSCHE POST AG SPONSORED ADR CMN ADR (American Depository Receipt) DELAWARE 200 West Street, New York, NY, 10282, US Ericsson - ADS each representing 1 underlying Class B share(ERIC) Page 19 of 53 FANUC GROUP UNSPONSORED ADR CMN Fomento Economico Mexicano S.A.B. de C.V. Common Stock(FMX) getinge AB unsponsored adr cmn Grupo Televisa S.A. Common Stock(TV) INDUSTRIAL AND COMMERCIAL BANK ADR CMN iShares Currency Hedged Global ex USD High Yield Bond ETF(HHYX) ISHARES EDGE MSCI MIN VOL EMERGING MARKETS ETF JAPAN TOBACCO INC ADR CMN ADR (American Depository Receipt) DELAWARE 200 West Street, New York, NY, 10282, US ADR (American Depository Receipt) DELAWARE 200 WESTSTREET, NEW YORK, NY, 10282, US ADR (American Depository Receipt) DELAWARE 200 West Street, New York, NY, 10282, US Mutual Fund DELAWARE 200 West Street, New York, NY, 10282, US ADR (American Depository Receipt) DELAWARE 200 West Street, New York, NY, 10282, US Page 20 of 53 JULIUS BAER GROUP LTD ADR CMN ADR (American Depository Receipt) DELAWARE 200 WEST STREET, NEW YORK, NY, 10280, US KASIKORNBANK PCL ADR CMN ADR (American Depository Receipt) DELAWARE 200 West Street, New York, NY, 10282, US KINGFISHER PLC SPONSORED ADR CMN ADR (American Depository Receipt) DELAWARE 200 West Street, New York, NY, 10282, US KOMATSU LTD ADR CMN ADR (American Depository Receipt) DELAWARE 200 West Street, New York, NY, 10282, US LAZARD INTERNATIONAL STRATEGIC EQUITY INSTITUTIONAL FUNDT Mutual Fund DELAWARE 200 West Street, New York, NY, 10282, US Lloyds Banking Group Plc American Depositary Shares(LYG) Novartis AG Common Stock(NVS) PRADA SPA ADR CMN ADR (American Depository Receipt) DELAWARE 200 West Street, New York, NY, 10282, US Page 21 of 53 Novo Nordisk A/S Common Stock(NVO) PRISIEBENSAT,1 MEDIA SE UNSPONSORED ADR CMN ADR (American Depository Receipt) DELAWARE 200 West Street, New York, NY, 10282, US PT BANK MANDIRI (PERSERO) TBK. ADR CMN ADR (American Depository Receipt) DELAWARE 200 West Street, New York, NY, 10282, US PUBLICUS GROUPE SA SPONSORED ADR CMN ADR (American Depository Receipt) DELWARE 200 West Street, New York, NY, 10282, US REED ELSIVER PLC SPONSORED ADR CMN ADR (American Depository Receipt) DELAWARE 200 West Street, New York, NY, 10282, US ROCHE HOLDING AG ADRB SHS (NOM CHF 1000 VAL 224.184 ADR (American Depository Receipt) DELAWARE 200 West Street, New York, NY, 10282, US Royal Dutch Shell PLC Royal Dutch Shell American Depositary Shares (Each representing two Class A Ordinary Shares)(RDS.A) SAP SE (SPON ADR) ADR (American Depository Receipt) DELAWARE 200 West Street, New York, NY, 10282, US Page 22 of 53 SCHNEIDER ELECRIC SE UNSPONSORED ADR (FRANCE)SCHNE ADR (American Depository Receipt) DELAWARE 200 West Street, New York, NY, 10282, US SKY PLC SPONSORED ADR CMN ADR (American Depository Receipt) DELAWARE 200 West Street, New York, NY, 10282, US Smith & Nephew SNATS, Inc. Common Stock(SNN) Suncor Energy Inc. Common Stock(SU) Syngenta AG Common Stock(SYT) Taiwan Semiconductor Manufacturing Company Ltd. (TSM) Teva Pharmaceutical Industries Limited American Depositary Shares(TEVA) Toyota Motor Corporation Common Stock(TM) Page 23 of 53 UBS Group AG Registered Ordinary Shares(UBS) Unilever NV Common Stock(UN) UNITED OVERSEAS BANK LTD SPONSORED ADR CMN ADR (American Depository Receipt) DELAWARE 200 West Street, New York, NY, 10282, US WH GROUP LTD ADRCMN ADR (American Depository Receipt) DELAWARE 200 West Street, New York, NY, 10282, US WPP plc American Depositary Shares each representing five Ordinary Shares(WPPGY) YAHO JAPAN CORPORATION ADR (American Depository Receipt) DELAWARE 200 West Street, New York, NY, 10282, US AbbVie Inc. Common Stock(ABBV) Adobe Systems Incorporated Common Stock(ADBE) Page 24 of 53 ADVANCED AUTO PARTS INC AES Corporation (The) Class C Preferred Stock(AES$C) Aetna Inc. Common Stock(AET) Allergan plc Ordinary Shares(AGN) American Airlines Group, Inc. - Common Stock(AAL) Amgen Inc. Common Stock(AMGN) Aon plc Class A Ordinary Shares (UK)(AON) Apple Inc. Common Stock(AAPL) Common Stock DELAWARE 200 West Street, New York, NY, 10282, US Page 25 of 53 Applied Materials, Inc. - Common Stock(AMAT) ARCHER DANIELS MIDLAND AT&T Inc.(T) Banco Bilbao Vizcaya Argentaria S.A. Common Stock(BBVA) Bank of America Corporation Common Stock(BAC) Baxter International Inc. Common Stock(BAX) Biogen Inc. Common Stock(BIIB) BOK Financial Corporation Common Stock(BOKF) Common Stock DELAWARE 200 West Street, New York, NY, 10282, US Page 26 of 53 CBOE HOLDINGS Celgene Corporation Common Stock(CELG) Charles Schwab Corporation (The) Common Stock(SCHW) Chevron Corporation Common Stock(CVX) Chubb Corporation (The) Common Stock(CB) Cisco Systems, Inc. - Common Stock(CSCO) Citigroup, Inc. Common Stock(C) Copart, Inc. Common Stock(CPRT) Common Stock DELAWARE 200 West Street, New York, NY, 10282, US Page 27 of 53 Corrections Corporation of America Common Stock(CXW) Coty Inc. Class A Common Stock(COTY) Coty Inc. Class A Common Stock(COTY) Crown Holdings, Inc.(CCK) CULLEN FROST BANKERS CVS Health Corporation Common Stock(CVS) Deckers Outdoor Corporation Common Stock(DECK) Deere & Company Common Stock(DE) Common Stock DELAWARE 200 West Street, New York, NY, 10282, US Page 28 of 53 Delphi Automotive plc Ordinary Shares(DLPH) DENTSPLY International Inc. - Common Stock(XRAY) Diageo plc Common Stock(DEO) Discovery Communications, Inc. - Series A Common Stock(DISCA) Dow Chemical Company (The) Common Stock(DOW) Eaton Corporation, PLC Ordinary Shares(ETN) eBay Inc. Common Stock(EBAY) Electronic Arts Inc. - Common Stock(EA) Page 29 of 53 Eli Lilly and Company Common Stock(LLY) EOG Resources, Inc. Common Stock(EOG) Equinix, Inc. Common Stock(EQIX) Facebook, Inc. Class A Common Stock(FB) Fidelity National Information Services, Inc. Common Stock(FIS) FIRST REPUBLIC BANK Common Stock(FRC) General Dynamics Corporation Common Stock(GD) Halliburton Company Common Stock(HAL) Page 30 of 53 Hartford Financial Services Group, Inc. (The) 7.875% Fixed to Floating Rate Junior Subordinated Debentures due 2042(HGH) Honeywell International Inc. Common Stock(HON) Host Hotels & Resorts, Inc. Common Stock(HST) Illinois Tool Works Inc. Common Stock(ITW) Intercontinental Exchange Inc. Common Stock(ICE) Intuit Inc. Common Stock(INTU) Invesco Small Cap Equity Fund Cl R6(SMEFX) J.C. Penney Company, Inc. Holding Company Common Stock(JCP) Page 31 of 53 JP Morgan Chase & Co. Common Stock(JPM) Kellogg Company Common Stock(K) L Brands, Inc. (LB) Lennar Corporation Class A Common Stock(LEN) Liberty Global plc - Class A Ordinary Shares(LBTYA) Liberty Interactive Corporation Series A Liberty Ventures Common Stock(LVNTA) M&T Bank Corporation Common Stock(MTB) The Madison Square Garden Company Class A Common Stock (New)(MSG) Page 32 of 53 Mallinckrodt plc Ordinary Shares(MNK) Martin Marietta Materials, Inc. Common Stock(MLM) Mastercard Incorporated Common Stock(MA) Medtronic plc. Ordinary Shares(MDT) Microchip Technology Incorporated Common Stock(MCHP) Microsoft Corporation Common Stock(MSFT) Mitsubishi UFJ Financial Group, Inc. Common Stock(MTU) Molson Coors Brewing Company Molson Coors Brewing Company Class A Common Stock(TAP.A) Page 33 of 53 Mondelez International, Inc. - Class A Common Stock(MDLZ) Monsanto Company Common Stock(MON) National Fuel Gas Company Common Stock(NFG) Nielsen N.V. Ordinary Shares(NLSN) Norwegian Cruise Line Holdings Ltd. - Ordinary Shares(NCLH) Novartis AG Common Stock(NVS) Novo Nordisk A/S Common Stock(NVO) NXP Semiconductors N.V. - Common Stock(NXPI) Page 34 of 53 NXP Semiconductors N.V. - Common Stock(NXPI) Oracle Corporation Common Stock(ORCL) Oshkosh Corporation (Holding Company)Common Stock(OSK) Parker-Hannifin Corporation Common Stock(PH) PayPal Holdings, Inc. - Common Stock(PYPL) Pfizer, Inc. Common Stock(PFE) Phillips 66 Common Stock(PSX) Pioneer Natural Resources Company Common Stock(PXD) Page 35 of 53 Procter & Gamble Company (The) Common Stock(PG) QUALCOMM Incorporated Common Stock(QCOM) Rockwell Automation, Inc. Common Stock(ROK) Schlumberger N.V. Common Stock(SLB) Skyworks Solutions, Inc. - Common Stock(SWKS) SPDR S&P 500(SPY) Stryker Corporation Common Stock(SYK) Teradyne, Inc. Common Stock(TER) Page 36 of 53 Texas Instruments Incorporated Common Stock(TXN) The Hershey Company Common Stock(HSY) Time Warner Cable Inc Common Stock(TWC) TripAdvisor, Inc. - Common Stock(TRIP) Tyco International plc (Ireland) Ordinary Share(TYC) Unilever NV Common Stock(UN) Union Pacific Corporation Common Stock(UNP) United Technologies Corporation Common Stock(UTX) Page 37 of 53 Viacom Inc. Class A Common Stock(VIA) Visa Inc.(V) Walgreens Boots Alliance, Inc. Common Stock(WBA) Wells Fargo & Company Common Stock(WFC) Zoetis Inc. Class A Common Stock(ZTS) Vintage 2011 Private Investments, LLC BBH Core Select Fund Class N(BBTEX) iShares Russell 1000 Value ETF(IWD) Limited Partnership Interest New York 270 Park Avenue, New York, NY, 10017 2014, US Page 38 of 53 JPM Tax Aware Equity Fd A(JPEAX) SPDR S&P 500(SPY) MFS INTL VALUE-1 Mutual Fund Massachusetts 111 huntington ave , boston, MA, 02116, US CS Cyclical Sect Rel Perf NT 2/25/15 Mutual Fund New York 270 Park Avenue, New York, NY, 10017 2014, US Vanguard 500 Index Fd Admiral Shs(VFIAX) TIAA CREF STOCK FUND Mutual Fund DL 97 MT AUBURN STREET, CAMBRIDGE, MA, 02138, US Page 39 of 53 26. Other than the Financial Investments identified in Question 25, identify every Financial Investment that your spouse and/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31, 2018, and which had a fair market value as of that date greater than $1,000, and provide the required information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you must provide the issuer's principal place of business or state of incorporation as well as its address. Name of Issuer Description of Investment Principal Place of Business or State of Incorporation McDonalds Corp Common Stock DL 45 School Street, Welch & Forbes, Boston, MA, 02108, US Common Stock DL 45 School Street, Welch & Forbes, Boston, MA, 02108, US Pepsico, Inc. Common Stock(PEP) Proctor & Gamble Chevron Corporation Common Stock(CVX) Exxon Mobil Corporation Common Stock(XOM) Page 40 of 53 Bristol-Myers Squibb Company Common Stock(BMY) Johnson & Johnson Common Stock(JNJ) Merck & Company, Inc. Common Stock (new)(MRK) Pfizer, Inc. Common Stock(PFE) 3M Company Common Stock(MMM) Boeing Company (The) Common Stock(BA) Page 41 of 53 General Electric Company Common Stock(GE) Raytheon Company Common Stock(RTN) United Technologies Corporation Common Stock(UTX) Automatic Data Processing, Inc. Common Stock(ADP) CDK Global, Inc. Common Stock(CDK) Intel Corporation - Common Stock(INTC) Page 42 of 53 AT&T Inc.(T) Verizon Communications Inc. Common Stock(VZ) Page 43 of 53 27. Identify every Financial Investment that was owned as of December 31, 2018, by a Trust of which you were a beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the required information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you must provide the issuer's principal place of business or state of incorporation as well as its address. Name of Issuer Beneficiary Dreyfus International Bond Fund Class A(DIBAX) AL Russell 1974 Trust FBO Demarest Lloyd Macdonald Templeton Global Bond Fund Advisor Class(TGBAX) AL Russell 1974 Trust FBO Demarest Lloyd Macdonald Alphabet Inc. Class C Capital Stock(GOOG) AL Russell 1974 Trust FBO Demarest Lloyd Macdonald Chubb Corporation (The) Common Stock(CB) AL Russell 1974 Trust FBO Demarest Lloyd Macdonald Expedia, Inc. Common Stock(EXPE) AL Russell 1974 Trust FBO Demarest Lloyd Macdonald Dreyfus Govt Cash Mgmt Inst Shs(DGCXX) AL Russell 1974 Trust FBO Demarest Lloyd Macdonald Description of Investment Principal Place of Business or State of Incorporation Issuer Address Name of Trust Page 44 of 53 Dreyfus Govt Cash Mgmt Inst Shs(DGCXX) AL Russell 1974 Trust FBO Demarest Lloyd Macdonald Expedia, Inc. Common Stock(EXPE) AL Russell 1974 Trust FBO Demarest Lloyd Macdonald Vanguard Short-Term Inflation-Protec ted Securities Index Fd Inst Cl(VTSPX) AL Russell 1974 Trust FBO Demarest Lloyd Macdonald PIMCO Income Fund Insti Class(PIMIX) AL Russell 1974 Trust FBO Demarest Lloyd Macdonald Vanguard Intermediate Term Tax-Exempt Fund(VWITX) AL Russell 1974 Trust FBO Demarest Lloyd Macdonald Templeton Global Bond Fund Advisor Class(TGBAX) AL Russell 1974 Trust FBO Demarest Lloyd Macdonald ishares barclays interm gov/credit Mutual Fund Delaware c/o Fiduciary Trust Co., 175 Federal Street, Boston, MA, 02110 2210, AL Russell 1974 Trust FBO Demarest Lloyd Macdonald Page 45 of 53 Powershares Senior Loan Portfolio ETF Vanguard Short-Term Inflation-Protec ted Securities Index Fd Admiral Cl(VTAPX) Pimco Income Fund-Instl Vanguard Intermediate Term Tax-Exempt Fund(VWITX) AL Russell 1974 Trust FBO Demarest Lloyd Macdonald Templeton Global Bond Fund Class A(TPINX) AL Russell 1974 Trust FBO Demarest Lloyd Macdonald iShares Core S&P 500 ETF(IVV) AL Russell 1974 Trust FBO Demarest Lloyd Macdonald Acadian Emerging Market Portfolio Instl Cl(AEMGX) AL Russell 1974 Trust FBO Demarest Lloyd Macdonald Mutual Fund Delaware c/o Fiduciary Trust Co., 175 Federal Street, Boston, MA, 02110 2210, AL Russell 1974 Trust FBO Demarest Lloyd Macdonald AL Russell 1974 Trust FBO Demarest Lloyd Macdonald Mutual Fund Delaware c/o Fiduciary Trust Co., 175 State Street, Boston, MA, 02110 2210, AL Russell 1974 Trust FBO Demarest Lloyd Macdonald Page 46 of 53 Buffalo International Fund(BUFIX) AL Russell 1974 Trust FBO Demarest Lloyd Macdonald iShares MSCI ACWI ex US Index Fund(ACWX) AL Russell 1974 Trust FBO Demarest Lloyd Macdonald iShares MSCI ACWI Index Fund(ACWI) AL Russell 1974 Trust FBO Demarest Lloyd Macdonald Vanguard Global ex-U.S. Real Estate ETF(VNQI) AL Russell 1974 Trust FBO Demarest Lloyd Macdonald Merger Fund (The)(MERFX) AL Russell 1974 Trust FBO Demarest Lloyd Macdonald Accolade Partners V LP Greenspring Fund Inc.(GRSPX) Limited Partnership Interest Delaware c/o Fiduciary Trust Co., 175 Federal Street, Boston, MA, 02110 2210, AL Russell 1974 Trust FBO Demarest Lloyd Macdonald AL Russell 1974 Trust FBO Demarest Lloyd Macdonald Page 47 of 53 Glouston Private Equity Opport IV LP Limited Partnership Interest Delaware c/o Fiduciary Trust Co., 175 Federal Street, Boston, MA, 02110 2210, AL Russell 1974 Trust FBO Demarest Lloyd Macdonald Health Point Capital Partners III LP Limited Partnership Interest Delaware c/o Fiduciary Trust Company, 175 Federal Street, Boston, MA, 02110 2210, AL Russell 1974 Trust FBO Demarest Lloyd Macdonald ishares Gold Trust(IAU) Brandes International Small Cap Equity Fd Cl I(BISMX) AL Russell 1974 Trust FBO Demarest Lloyd Macdonald 28. Other than the Financial Investments identified in Question 27, identify every Financial Investment that was owned as of December 31, 2018, by a Trust of which your spouse and/or any dependent child(ren) residing in your household was a beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the required information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you must provide the issuer's principal place of business or state of incorporation as well as its address. Page 48 of 53 29. Identify all mortgages, including home equity and reverse mortgage loans, on your Primary Residence, on which more than $1,000 was owed as of December 31, 2018, where the creditor (person who loaned you the money) is <u>not</u>, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great-grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and provide the required information Merrill Lynch Home Loans 4804 Deer Lake Park East, Jacksonville, FL, 32246, US 10 3.5 2026 30. Did you have a mortgage, including a home equity or reverse mortgage loan, on any property <u>OTHER</u> than your Primary Residence, on which more than $1,000 was owed as of December 31, 2018, which you were obligated to pay and where the creditor (person who loaned you the money) is <u>NOT</u>, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great-grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative? 31. Identify all mortgages, including home equity and reverse mortgage loans, <u>other</u> than any mortgage on your Primary Residence or any mortgage identified in response to Question 30, on which more than $1,000 was owed as of December 31, 2018, and which your spouse and/or any dependent child(ren) residing in your household were obligated to pay and where the creditor (person who loaned the money to your spouse and/or dependent child(ren) residing in your household) is <u>not</u>, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great-grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and provide the required information for each. Page 49 of 53 32. Identify all non-mortgage debts of more than $1,000 that you owed as of December 31, 2018, IF the person to whom you owed the debt is <u>not</u>, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great-grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and 33. Identify all non-mortgage debts of more than $1,000 that your spouse and/or any dependent child(ren) residing in your household owed as of December 31, 2018, <u>if</u> the person to whom your spouse and/or any dependent child(ren) residing in your household owed the debt is <u>not</u>, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great-grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and provide the required information for each. 34. Identify non-mortgage debts of more than $1,000 which you owed and which were forgiven at any time during 2018, <u>excluding</u> debts forgiven by a person who is, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great-grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and provide the required information for each. residing in your household and were forgiven at any time during 2018, <u>excluding</u> debts forgiven by a person who is, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great-grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and provide the required information for each. Page 50 of 53 36. Identify any Reimbursements for expenses in excess of $100 provided to you at any time during 2018 by any legislative agent or executive agent (lobbyist). 36.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to Question 36, you received at any time during 2018 from any person having a direct interest in a matter before the 37. Identify any Reimbursements for expenses in excess of $100 provided to your spouse and/or any dependent child(ren) residing in your household at any time during 2018 by any legislative agent or executive agent (lobbyist). 37.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to Question 36, provided to your spouse and/or dependent child(ren) residing in your household at any time during 2018 by any person having a direct interest in a matter before the governmental body by which you were or are now employed. 38. Identify any Gifts and/or Honoraria worth more than $100 provided to you at any time during 2018 by any person having a direct interest in a matter before a governmental body by which you were or are now employed. Page 51 of 53 39. Identify any Gifts and/or Honoraria worth more than $100 provided to your spouse and/or any dependent child(ren) residing in your household at any time during 2018 by any person having a direct interest in a matter before the governmental body by which you were or are now employed. 40. Did you, your spouse and/or any dependent child(ren) residing in your household during 2018, own anything that you have not reported on this Statement of Financial Interests because it was held in a Blind Trust during 2018? Page 52 of 53 I, Demarest Lloyd Macdonald, certify under the pains and penalties of perjury that: Submitted: 04/22/2019 If you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2018 Page 53 of 53 |