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Est. Assets
$3.0M – $6.5M
Assets Disclosed
40
Est. Liabilities
$100K – $200K
Positions Held
1
| filer |
| $250,001 - $500,000 |
| — |
| Vanguard Growth Idx Intl EIF | spouse | $100,001 - $250,000 | — |
| Vanguard Institutional Index EIF | spouse | $100,001 - $250,000 | — |
| Oppenheimer Value C EIF | filer | $100,001 - $250,000 | — |
| Wells Fargo CD | filer | $100,001 - $250,000 | Interest |
| Oppenheimer Global C EIF | filer | $100,001 - $250,000 | — |
| Dodge & Cox Income Fund EIF | spouse | $50,001 - $100,000 | — |
| Vanguard Short Term Bond Inst EIF | spouse | $50,001 - $100,000 | — |
| Virginia 529 2030 Portfolio | filer | $50,001 - $100,000 | — |
| Bank of America Checking and Savings | filer | $50,001 - $100,000 | Interest |
| Virginia 529 2030 Portfolio | filer | $50,001 - $100,000 | — |
| MM Whole Life | filer | $15,001 - $50,000 | — |
| Vanguard REIT Index Fund Inst EIF | filer | $15,001 - $50,000 | — |
| Vanguard Tot Intl Stock Ix Inst EIF | filer | $15,001 - $50,000 | — |
| Vanguard Target Retire 2035 Tr II EIF | filer | $15,001 - $50,000 | — |
| Vanguard Value Index Inst EIF | spouse | $15,001 - $50,000 | — |
| JPMorgan SmartRetirement 2035 EIF | spouse | $15,001 - $50,000 | — |
| Vanguard Federal Money Market EIF | spouse | $15,001 - $50,000 | — |
| MML U.S. Government Money Market EIF | spouse | $15,001 - $50,000 | — |
| MML Blue Chip Growth EIF | spouse | $15,001 - $50,000 | — |
| MML Small Cap Equity EIF | spouse | $15,001 - $50,000 | — |
| Oppemheimer Global EIF | spouse | $15,001 - $50,000 | — |
| Principal Capital Appreciation Fund Class A EIF | spouse | $15,001 - $50,000 | — |
| Wells Fargo Checking | filer | $15,001 - $50,000 | Interest |
| Oppenheimer Main Street Sm & Mid Cap C EIF | filer | $1,001 - $15,000 | — |
| T. Rowe Price Real Estate EIF | filer | $1,001 - $15,000 | — |
| Vanguard Small Cap Index Inst EIF | spouse | $1,001 - $15,000 | — |
| Fidelity Contrafund EIF | spouse | $1,001 - $15,000 | — |
| American Fds EuroPacific Gr R6 EIF | spouse | $1,001 - $15,000 | — |
| American Funds Growth Fund of Amer F-1 EIF | filer | $1,001 - $15,000 | — |
| T. Rowe Price Equity Income EIF | spouse | None (or less than $1,001) | — |
| Vanguard Target Retirement 2030 EIF | filer | None (or less than $1,001) | — |
| Arnold & Porter LLP | spouse | — | salary, bonus |
| Vanguard Target Retirement 2035 EIF | filer | None (or less than $1,001) | — |
| T. Rowe Price Mid-Cap Growth EIF | spouse | None (or less than $1,001) | — |
| Kirkland & Ellis LLP (law firm) | filer | — | Salary/Bonus |