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Est. Assets
$163K – $920K
Assets Disclosed
49
Est. Liabilities
None
Positions Held
2
| filer |
| $15,001 - $50,000 |
| — |
KOSS |
| State of Wisconsin, defined benefit plan | filer | $15,001 - $50,000 | — | — |
| PIMCO Total Return A (PTTAX) EIF | filer | $1,001 - $15,000 | — | PTTAX |
| T. Rowe Price Retirement 2050 R (RRTFX) EIF | filer | $1,001 - $15,000 | — | RRTFX |
| BlackRock Equity Dividend Inv A (MDDVX) EIF | filer | $1,001 - $15,000 | — | MDDVX |
| State Street S&P 500 Index Securities Lending Series Fund - Class IX EIF | filer | $1,001 - $15,000 | — | — |
| Victory RS Large Cap Alpha A (GPAFX) EIF | filer | $1,001 - $15,000 | — | GPAFX |
| Alger Capital Appreciation Instl I (ALARX) EIF | filer | $1,001 - $15,000 | — | ALARX |
| State Street S&P MidCap Index Non-Lending Series Fund - Class J EIF | filer | $1,001 - $15,000 | — | — |
| American Century Heritage A (ATHAX) EIF | filer | $1,001 - $15,000 | — | ATHAX |
| Goldman Sachs Small Cap Value A (GSSMX) EIF | filer | $1,001 - $15,000 | — | GSSMX |
| State Street Russell Small Cap Index Securities Lending Series Fund - Class VIII EIF | filer | $1,001 - $15,000 | — | — |
| Federated International Leaders A (FGFAX) EIF | filer | $1,001 - $15,000 | — | FGFAX |
| MainStay Epoch International Choice R2 (ICEYX) EIF | filer | $1,001 - $15,000 | — | ICEYX |
| CREF Equity Index R1 (QCEQRX) EIF | filer | $1,001 - $15,000 | — | — |
| American Funds 2050 Trgt Date Retire R6 (RFITX) EIF | spouse | $1,001 - $15,000 | — | RFITX |
| State of Tennessee, defined benefit plan | spouse | $1,001 - $15,000 | — | — |
| Schwab International Equity ETF (SCHF) EIF | spouse | $1,001 - $15,000 | — | SCHF |
| Schwab US Aggregate Bond ETF (SCHZ) EIF | spouse | $1,001 - $15,000 | — | SCHZ |
| Schwab US Large-Cap ETF (SCHX) EIF | spouse | $1,001 - $15,000 | — | SCHX |
| Schwab US Small-Cap ETF (SCHA) EIF | spouse | $1,001 - $15,000 | — | SCHA |
| Schwab Fundamental Emerg Mkts Lg Co ETF (FNDE) EIF | filer | $1,001 - $15,000 | — | FNDE |
| Schwab Fundamental Intl Lg Co ETF (FNDF) EIF | filer | $1,001 - $15,000 | — | FNDF |
| Schwab Fundamental Intl Sm Co ETF (FNDC) EIF | filer | $1,001 - $15,000 | — | FNDC |
| Schwab Fundamental US Large Company ETF (FNDX) EIF | filer | $1,001 - $15,000 | — | FNDX |
| Schwab Fundamental US Small Company ETF (FNDA) EIF | filer | $1,001 - $15,000 | — | FNDA |
| Schwab International Equity ETF (SCHF) EIF | filer | $1,001 - $15,000 | — | SCHF |
| Schwab US Large-Cap ETF (SCHX) EIF | filer | $1,001 - $15,000 | — | SCHX |
| Schwab US Small-Cap ETF (SCHA) EIF | filer | $1,001 - $15,000 | — | SCHA |
| U.S. Bancorp (USB) | filer | $1,001 - $15,000 | — | USB |
| Schwab US Mid-Cap ETF (SCHM) EIF | filer | $1,001 - $15,000 | — | SCHM |
| Charles Schwab (Cash Account) | filer | $1,001 - $15,000 | — | — |
| Oracle Corporation (ORCL) | filer | $1,001 - $15,000 | — | ORCL |
| Schwab International Equity ETF (SCHF) EIF | filer | $1,001 - $15,000 | — | SCHF |
| Schwab U.S. Aggregate Bond ETF (SCHZ) EIF | filer | $1,001 - $15,000 | — | SCHZ |
| Schwab US Large-Cap ETF (SCHX) EIF | filer | $1,001 - $15,000 | — | SCHX |
| Schwab US Small-Cap ETF (SCHA) EIF | filer | $1,001 - $15,000 | — | SCHA |
| SSgA Cash Series U.S. Government Fund - Class L EIF | filer | $1,001 - $15,000 | — | — |
| United States 12 Month Oil (USL) | filer | $1,001 - $15,000 | — | USL |
| Microsoft Corporation (MSFT) | filer | $1,001 - $15,000 | — | MSFT |
| Luntz Global Partners (Communications Consulting) | filer | — | Bonus | — |
| Luntz Global Partners (Communications Consulting) | filer | — | Severance | — |
| Luntz Global Partners (Communications Consulting) | filer | — | Salary | — |
| Stanford University | spouse | — | Paid Summer Fellowship (Stipend) | — |
| E.L. Haynes Public Charter School | spouse | — | Salary | — |