2019-06-06T16:22:45-05:00 2018-12-31 900751149 THE COLONY GROUP 2 ATLANTIC AVE BOSTON MA 02110 990PF 2018-01-01 453669906 THE LEHANE FAMILY FOUNDATION LEHA 6177238200 C/O THE COLONY GROUP 2 ATLANTIC AVE BOSTON MA 02110 RICHARD LEHANE SIGNING OFFICER 6177238200 2019-06-06 1 ELISABETH TALBOT P00518757 6177238200 2019-06-06 104.129.77.50 2019-06-06 16:20:21 ED P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 3865835F88DBBAF28B5012235E255E3DBF51D264 2018 2019-02-21 02:37:17Z X 2412 X 203100 2 2 1057 1057 26557 151883 26557 230716 27616 0 0 0 1100 550 0 766 766 0 20 20 0 35 0 0 1921 1336 0 349534 349534 351455 1336 349534 -120739 26280 2392 2412 2412 120745 0 0 123137 2412 2412 0 0 X 123137 2412 0 0 0 0 123137 2412 123137 2412 123137 -120739 14 2412 0 2412 ISHARES TRUST CORE MSCI P 2018-05-29 2018-06-20 4548 4642 -94 -94 STONE RIDGE TRUST II RNS P 2017-12-11 2018-08-17 5023 4924 99 99 DBX ETF TRUST XTRACK P 2017-05-08 2018-06-20 4590 4461 129 129 ETFIS SER TR I VIRTUS NEWFLEET P 2017-05-08 2018-06-20 3503 3719 -216 -216 FIDELITY CONVINGTON TRUST TOTAL P 2017-05-08 2018-06-20 2922 3000 -78 -78 FIRST TR EXCH TRADED FD III P 2015-12-28 2018-06-20 4572 3778 794 794 INDEXIQ ETF HEDGE MLTI P 2013-11-01 2018-06-20 3978 3765 213 213 ISHARES TRUST S&P 500 GRWT VAL P 2013-11-01 2018-06-20 20121 11244 8877 8877 ISHARES TRUST S&P 500 VAL ETF P 2013-11-01 2018-06-20 17339 12694 4645 4645 ISHARES TRUST S&P MC 400GR P 2013-02-06 2018-06-20 5806 3092 2714 2714 ISHARES TRUST SP SMCP600VL P 2013-02-06 2018-06-20 4902 2497 2405 2405 ISHARES TRUST MSCI AC ASIA ETF P 2018-01-01 2018-06-20 4056 3187 869 869 ISHARES TRUST GLB INSTRASTR ETF P 2018-01-01 2018-06-20 3383 3084 299 299 ISHARES TRUST MULTIFACTOR INTL ETF P 2017-05-08 2018-06-20 2800 2629 171 171 ISHARES TRUST MULTIFACTOR USA ETF P 2017-05-08 2018-06-20 7267 6192 1075 1075 ISHARES TRUST MSCI ACWI EXUS ETF P 2018-01-01 2018-06-20 5062 4641 421 421 SSGA ACTIVE ETF TR SPDR TR TACTIC P 2017-05-08 2018-06-20 3550 3681 -131 -131 SCHWAB STRATEGIC TR INTL SCEQT ETF P 2017-05-08 2018-06-20 5091 4586 505 505 VANGUARD FTST EMR MKT ETF P 2017-05-08 2018-06-20 4993 4600 393 393 VANGUARD INT-TERM CORP ETF P 2013-11-01 2018-06-20 22900 23138 -238 -238 VANGUARD MCAP VL IDXVIP ETF P 2013-11-01 2018-06-20 5625 3827 1798 1798 VANGUARD REAL ESTATE ETF P 2017-05-08 2018-06-20 4378 4442 -64 -64 VANGUARD SML CO GRW ETF P 2013-11-01 2018-06-20 5474 3503 1971 1971 26557 0 12150 146165 0.083125 11200 143624 0.077981 21800 160459 0.135860 0 168881 0.000000 118209 217533 0.543407 0.840373 0.168075 69599 11698 263 11961 349534 X 263 0 263 0 263 200 343 0 543 0 280 0 280 0 0 0 0 0 0 0 0 0 0 1 1 MA 1 0 0 0 0 1 N/A ELISABETH TALBOT 6177238200 2 ATLANTIC AVENUE BOSTON MA 02110 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 RICHARD LEHANE 7 ST HELENS COURT GLASHEEN ROAD CORK EI TRUSTEE 0.00 0 0 0 ELISABETH TALBOT 2 ATLANTIC AVE BOSTON MA 02110 TRUSTEE 0.00 0 0 0 NONE 0 NONE 0 0 67752 2907 0 70659 0 0 70659 1060 69599 3480 3480 263 263 3217 0 3217 0 3217 349534 0 349534 263 349271 3217 0 0 105444 105444 13809 4033 5004 233734 349534 0 0 0 3217 346317 0 0 580051 0 0 0 0 0 0 105444 474607 105444 13809 4033 5004 346317 RICHARD LEHANE X IRISH EDUCATION FOUNDATION 19 CROSS STREET MEDFIELD MA 02052 NONE PUBLIC CHARITY GENERAL 349534 349534 0 14 2 14 1057 18 26557 0 27616 0 27616 0 0 0 0 0 0 0 0 0 0 X X 1 RICHARD P LEHANE 7 ST HELENS COURT GLASHEEN ROAD CORK EI 203100 X TCG RETURN PREP FEES 1100 550 0 MASSACHUSETTS FILING FEE 35 0 0 ROUNDING ADJUSTMENT 14 TCG MANAGEMENT FEES 766 766 0 FOREIGN TAX PAID 20 20 0