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5645 Ira Moskowitz 2017 Statement of Financial Interests for 2017 Moskowitz Ira (508) 870-0312 Ext : 278 moskowitz@masstech.org You indicated that you did have a spouse residing in your household during 2017. You indicated that you did have dependent child(ren) residing in your household during 2017. Page 1 of 19 provide the required information for that position. If you held more than one public position which requires you to file, identify each position. Massachusetts Technology Collaborative 75 North Drive, Westborough, MA, 01581, Director, Advanced Manufacturing Programs 01/17/2017 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 2017, whether compensated or not, and whether full- or part-time. Public Agency Public Agency Consultant / Contractor? State Advanced Manufacturin g Collaborativ e/sponsored by Dept of Housing and Economic Development One Ashburton Place, Boston, MA, 02108, US Co-Chair Services Provided services, at any time during 2017, whether compensated or not, and whether full- or part-time. Public Agency Public Agency Name Consultant / Contractor? Municipal Carlisle Cultural Council 66 Westford Street, Carlisle, MA, 01741, Chair Services Provided any time during 2017, whether compensated or not, and whether full- or part-time, and provide the required Page 2 of 19 6. Identify any Business from which you were on a leave of absence at any time during 2017, 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 2017, whether compensated or not, and whether full- or part-time, and provide the required information for each. CP Consulting รพ 266 East Street, Carlisle, MA, 01741, US Consultant owned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2017, and provide the required information for each. during 2017, and provide the required information for each. CP Consulting 266 East Street, Carlisle, MA, 01741 1145, US Atlantic Associates, Inc. 8030 South Willow Street, Manchester, NH, 03103, Commonwealth Associates, Inc. 266 East Street, Carlisle, MA, 01741, US Page 3 of 19 dependent child(ren) residing in your household during 2017, 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 2017, whether an officer, director, or trustee, at any time during 2017, whether compensated or not, and whether full- or part-time, and provide the required information for each. Atlantic Associates, Inc. 8030 South Willow Street, Manchester, NH, 03103, US Officer Commonwealth Associates, Inc. 266 East Street, Carlisle, MA, 01741, US Officer Page 4 of 19 13. Identify all Real Estate in Massachusetts which you owned directly or through a Business as of December 31, 2017, 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, 2017, 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, 2017, with an assessed value greater than $1,000, and provide the required information for each such Trust and Real Estate holding. Page 5 of 19 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, 2017, with an assessed value greater than $1,000, and provide the required information for each such Trust and Real Estate holding. Name of Trust Real Estate Address 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 2017, 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 2017, and provide the required information for each piece of Real Estate transferred. Page 6 of 19 19. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, on which, as of December 31, 2017, 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, 2017, 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. agencies, and authorities, which you owned directly or through a Business, as of December 31, 2017, 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 7 of 19 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, 2017, 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, 2017, 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. agencies, and authorities, which was owned as of December 31, 2017, 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 8 of 19 25. Identify every Financial Investment that you owned directly or through a Business as of December 31, 2017, 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 Description of Investment Principal Place of Business or State of Incorporation Northern Funds Stock Index Fund (NOSIX) F, S/C Mutual Fund Illinois P.O. Box 75986, Chicago, IL, 60675, US Northern Funds Multi Manager Global Listed Infrastructure Fund (NMFIX) F, S/C Mutual Fund Illinois P.O. Box 75986, Chicago, IL, 60675, US Vanguard Total Stock Market Index Fd Admiral Shs(VTSAX) F, S/C Northern Funds Mid Cap Index Portfolio(NOMIX) F, S/C Northern Funds Small Cap Index Fund (NSIDX) F, S/C Mutual Fund Illinois P.O. Box 75986, Chicago, IL, 60675, US Analog Devices, Inc. - Common Stock(ADI) F, S/C Page 9 of 19 Neuberger Berman International Equity Fd Inst Cl(NBIIX) F, S/C Northern Funds Active M Emerging Markets Equity Fund (NMMEX) F, S/C Mutual Fund Illinois P.O. Box 75986, Chicago, IL, 60675, US PIMCO Funds PAC Invt Mgmt Ser High Yield FD Instl Cl (PHIYX) F, S/C Mutual Fund California 650 Newport Center Drive, Newport Beach , CA, 92660, US Northern Funds FDS Short Inter Tax Exempt Fund (NSITX) F, S/C Mutual Fund Illinois P.O. Box 75986, Chicago, IL, 60675, US Northern Funds Tax Exempt Fund(NOTEX) F, S/C Northern Funds Intermediate Tax Exempt Fund(NOITX) F, S/C Northern Funds Tax Adv Ultra Short Fixed (NTAUX) F, S/C Mutual Fund Illinois P.O. Box 75986, Chicago, IL, 60675, US FlexShares iBoxx 3 Year Target Duration TIPS Index Fund(TDTT) F, S/C Page 10 of 19 FlexShares iBoxx 5 Year Target Duration TIPS Index Fund(TDTF) F, S/C Northern Funds FDS Global Real Estate Index Fund (NGREX) F, S/C FlexShares Global Upstream Natural Resources Index Fund ETF(GUNR) F, S/C AXA Balanced Strategy Fund Mutual Fund Illinois P.O. Box 75986, Chicago, IL, 60675, US Annuity New York P.O. Box 4956, Syracuse, NY, 13221, US AXA Moderate Growth Strategy Fund Annuity New York P.O. Box 4956, Syracuse, NY, 13221, US DFA International Small Company Portfolio(DFISX) F, S/C FlexShares International Quality Dividend Dynamic Index Fund(IQDY) F, S/C Northern Funds International Equity Index Portfolio(NOINX) F, S/C Page 11 of 19 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, 2017, 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 Atlantic Associates Common Stock New Hampshire 8030 South Willow Street, Manchester, NH, 03103, US Commonwealth Associates, Inc. Common Stock Massachusetts 266 East Street, Carlisle, MA, 01741, US 27. Identify every Financial Investment that was owned as of December 31, 2017, 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. Page 12 of 19 28. Other than the Financial Investments identified in Question 27, identify every Financial Investment that was owned as of December 31, 2017, 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. Name of Issuer Northern Funds Sotck Index Fund (NOSIX) Description of Investment Principal Place of Business or State of Incorporation Issuer Address Mutual Fund Illinois P.O. Box 75986, Chicago, IL, 60675, US Mutual Fund Illinois P.O. Box 75986, Chicago, IL, 60675, US Name of Trust Northern Funds Mid Cap Index Portfolio(NOMIX) Northern Funds Small Cap Index Fund (NSIDX) FlexShares STOXX Global Broad Infrastructure Index Fund(NFRA) Northern Funds International Equity Index Portfolio(NOINX) DFA International Small Company Portfolio(DFISX) Page 13 of 19 Northern Funds Emerging Mkts Equity Index Fund (NOEMX) Mutual Fund Illinois P.O. Box 75986, Chicago, IL, 60675, US Northern Funds High Yield Fixed Oncome Fund (NHFIX) Mutual Fund Illinois P.O. Box 75986, Chicago, IL, 60675, US Mutual Fund Illinois P.O. Box 75986, Chicago, IL, 60675, US Northern Funds Intermediate Tax Exempt Fund(NOITX) FlexShares iBoxx 3 Year Target Duration TIPS Index Fund(TDTT) Northern Funds Global Real Estate Index Fund (NGREX) FlexShares Global Upstream Natural Resources Index Fund ETF(GUNR) Page 14 of 19 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, 2017, where the creditor (person who loaned you the money) is NOT, 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. Primary Residence, on which more than $1,000 was owed as of December 31, 2017, which you were obligated to pay and where the creditor (person who loaned you the money) is NOT, 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? Obligor Amount Outstanding Amount Mortgage Term Interest Rate (%) Termination Year 99 Nord Hill, Sunapee, NH, 03782, F, S/C $100,001 or more $10,001 to 20,000 15 Years 5.060 2018 Creditor Lake Sunapee Bank Creditor P.O. Box 7, Newport, NH, 03773, 31. Identify all mortgages, including home equity and reverse mortgage loans, OTHER 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, 2017, 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 NOT, 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 Page 15 of 19 32. Identify all non-mortgage debts of more than $1,000 that you owed as of December 31, 2017, IF the person to whom you owed the debt is NOT, 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, 2017, IF the person to whom your spouse and/or any dependent child(ren) residing in your household owed the debt is NOT, 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 34. Identify non-mortgage debts of more than $1,000 which you owed and which were forgiven at any time during 2017, EXCLUDING 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 2017, EXCLUDING debts forgiven by a person who is, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, Page 16 of 19 36. Identify any Reimbursements for expenses in excess of $100 provided to you at any time during 2017 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 2017 from any person having a direct interest in legislation, legislative action, or a matter before a governmental body. 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 2017 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 37, provided to your spouse and/or dependent child(ren) residing in your household at any time during 2017 by any person having a direct interest in legislation, legislative action, or a matter before a governmental body. 38. Identify any Gifts and/or Honoraria worth more than $100 provided to you at any time during 2017 by any person having a direct interest in legislation, legislative action, or a matter before a governmental body. Page 17 of 19 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 2017 by any person having a direct interest in legislation, legislative action, or a matter before a governmental body. 40. Did you, your spouse and/or any dependent child(ren) residing in your household during 2017, own anything that you have not reported on this Statement of Financial Interests because it was held in a Blind Trust during 2017? Page 18 of 19 I, Ira Moskowitz, certify under the pains and penalties of perjury that: Submitted: 03/25/2018 If you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2017 Page 19 of 19