2018-06-05T08:37:21-05:00 2017-12-31 900751149 THE COLONY GROUP 2 ATLANTIC AVE BOSTON MA 02110 990PF 2017-01-01 453669906 THE LEHANE FAMILY FOUNDATION LEHA 6177238200 C/O THE COLONY GROUP 2 ATLANTIC AVE BOSTON MA 02110 RICHARD LEHANE SIGNING OFFICER 6177238200 2018-05-30 1 ELISABETH TALBOT P00518757 6177238200 2018-05-24 2017 2022-09-23 18:48:47Z X 148779 X 0 X 1 1 3396 3396 7342 60418 7342 10739 10739 0 0 0 2200 1100 0 1475 1475 0 59 59 0 35 0 0 3769 2634 0 12150 12150 15919 2634 12150 -5180 8105 3897 2392 2392 124417 120745 146387 128314 123137 148779 0 0 X 128314 123137 0 0 0 0 128314 123137 128314 123137 128314 -5180 3 123137 0 123137 FIDELITY TOTAL BD ETF P 2017-05-08 2017-08-22 748 750 -2 -2 ISHARES MSCI ACWI EXUS ETF P 2017-05-08 2017-08-22 1262 1264 -2 -2 STONE RIDGE HIGH YLD REINSUR RISK PREM I / P 2017-05-08 2017-12-11 172 185 -13 -13 INDEXIQ ETF TRUST HEDGE MLTI ETF P 2013-11-01 2017-08-22 734 731 3 3 ISHARES S&P 500 GRWT ETF P 2013-11-01 2017-08-22 7367 5060 2307 2307 ISHARES S&P 500 VAL ETF P 2013-11-01 2017-08-22 5748 4504 1244 1244 ISHARES S&P MC 400GR ETF P 2013-02-06 2017-05-08 2907 1855 1052 1052 ISHARES U.S. REAL ES ETF P 2013-11-01 2017-05-08 5083 4314 769 769 ISHARES SP SMCP600VL ETF P 2013-02-06 2017-08-22 2058 1292 766 766 ISHARES MSCI AC ASIA ETF P 2015-12-29 2017-08-22 1070 812 258 258 ISHARES GLB INFRASTR ETF / P 2015-12-28 2017-08-22 1132 905 227 227 ISHARES EAFE GRWTH ETF P 2013-11-01 2017-05-08 9117 8669 448 448 ISHARES MIN VOL EAFE ETF P 2015-12-29 2017-05-08 7199 6923 276 276 SPDR SERIES TRUST BLOMBRG BRC INTL ETF P 2013-11-01 2017-05-08 4796 5398 -602 -602 STONE RIDGE HIGH YLD REINSUR RISK PREM P 2013-02-01 2017-12-11 4729 5266 -537 -537 VANGUARD INT-TERM CORP ETF P 2013-11-01 2017-08-22 1759 1683 76 76 VANGUARD MCAP VL IDXVIP ETF P 2013-11-01 2017-05-08 3068 2297 771 771 VANGUARD SML CP GRW ETF P 2013-11-01 2017-05-08 1425 1168 257 257 CAPITAL GAINS DIVIDENDS P 44 44 44 7342 0 11200 143624 0.077981 21800 160459 0.135860 0 168881 0.000000 118209 217533 0.543407 20382 284080 0.071747 0.828995 0.165799 146165 24234 81 24315 12150 162 0 162 0 162 0 362 0 362 0 200 200 0 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 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 145216 3175 0 148391 0 0 148391 2226 146165 7308 7308 162 162 7146 0 7146 0 7146 12150 0 12150 0 12150 7146 0 0 105444 105444 13809 4033 228730 12150 0 0 0 7146 5004 0 0 233734 0 0 0 0 0 0 0 233734 105444 105444 13809 4033 5004 RICHARD LEHANE X IRISH EDUCATION FOUNDATION 19 CROSS STREET MEDFIELD MA 02052 NONE PUBLIC CHARITY GENERAL 12150 12150 0 14 1 14 3396 18 7342 0 10739 0 10739 0 0 0 0 0 0 0 0 0 0 TCG RETURN PREP FEES 2200 1100 0 IQ HEDGE MULTI-STRATEGY TRACKER 3765 3957 ISHARES S&P 500 GROWTH ETF 11244 18332 ISHARES S&P 500 VALUE ETF 12694 17707 ISHARES S&P MID-CAP 400 GROWTH ETF 3092 5396 ISHARES S&P SMALL-CAP 600 VALUE ETF 2497 4454 VANGUARD INTERMEDIATE TERM CORP BOND ET 23138 24032 VANGUARD CRSP US MID CAP VALUE INDE ETF 3827 5579 VANGUARD CRSP US SM CAP GROWTH IND ETF 3503 4825 STONE RIDGE HIGH YLD REINSUR RISK PREM M 4924 4889 ISHARES MSCI ALL COUNTRY ASIA EX JPN IDX 3187 4195 FIRST TRUST LONG SHORT EQUITY ETF 3778 4518 ISHARES GLOBAL INFRASTRUCTURE 3084 3618 ISHARES MSCI ACWI EX US ETF 4641 5105 DBX ETF TR XTRACK 4461 4608 ETFIS SER TR I NEWFLEET MULTI- SECTOR BOND ETF 3719 3658 FIDELITY TOTAL BOND ETF 3001 3015 ISHARES TRUST EDGE MSCI MULTIFACTOR INTL ETF 2629 2885 ISHARES TRUST EDGE MSCI MLTIFCT USA ETF 6192 6994 SCHWAB INTERNATIONAL SMALL CAP EQUITY 4586 5128 SSGA ACTIVE ETF TRUST 3681 3648 VANGUARD EMERGING MARKETS ETF 4599 5280 VANGUARD REIT ETF INDEX 4503 4564 MASSACHUSETTS FILING FEE 35 0 0 ROUNDING ADJUSTMENT 3 TCG MANAGEMENT FEES 1475 1475 0 FOREIGN TAX PAID 59 59 0