From: Richard Joslin < Sent: Tuesday, November 11, 2014 1:31 PM To: jeffrey E.; Eileen Alexanderson; lawrence delson Subject: RE: Additional specificity: Loser positions — AFP Imaging and Magne=ek can be sold. There may be virtually worthless security held in LDB 2011 (Starter Corp.) that might be sold to claim tax loss this=year Dartmouth contribution— sending checks for L=on to sign today From: Richard Joslin Sent: Tuesday, November 11, 2014 8:25 AM To: jeffrey E.; Eileen Alexanderson; lawrence delson Subject: RE: LRN shares (K 12 Inc). RD and I contacted transfer age=t and now RD is working with KUE outside counsel to get shares quantities =onfirmed and re-issued if necessary. The transfer agent records do not mat=h the amount we should have received (nor is the name on file the holder of record (LBF Holdings)) and transfer=agent has not received insruction to deliver to broker. Once we get =uantity and other transfer agent issues cleared up, we will mpve to broker=and sell. RD is contacting outside counsel again today for follow up I rec'd the last of 3 IT outsource proposals yesterday= Second meetings with all concluded last week and EA/ LD included in=second meeting. I will summarize differences and take one firm out o= running (cost 3x). Plan was to discuss internally today/ tomorrow for final selection. Cost " 10% cheaper than current=provider with same/ improved coverage. Foundation has been funded with appreciated stocks and=these positions have been liquidated. There are 1648 shares of Unite= Rentals that are restricted. RD is sending paperwork to LDB to sign today=to clean these shares up. Once the paperwork is provided to broker and they release the restriction (move the shares to=type 2 account) then transfer to Foundation will begin. There are a =ouple of loss positions worth < $3K that need to be sold. RD is to prov=de shares and ticker to EA today so that clearance/ compliance apporval can begin. I'd like to have the acc