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Est. Assets
$230K – $925K
Assets Disclosed
37
Est. Liabilities
$15K – $50K
Positions Held
3
| — |
| PIMCO Total Return Instl EIF | $15,001 - $50,000 | — |
| Vanguard Total Bond Market Index I EIF | $15,001 - $50,000 | — |
| Metropolitan West Total Return Bond I EIF | $15,001 - $50,000 | — |
| Harbor Capital Appreciation Instl EIF | $15,001 - $50,000 | — |
| Invesco International Growth R5 EIF | $1,001 - $15,000 | — |
| TFLIC Guaranteed Pooled Fund EIF | $1,001 - $15,000 | — |
| Metropolitan West Total Return Bond I EIF | $1,001 - $15,000 | — |
| PIMCO Total Return Instl EIF | $1,001 - $15,000 | — |
| Vanguard Total Bond Market Index I EIF | $1,001 - $15,000 | — |
| MFS Value R4 EIF | $1,001 - $15,000 | — |
| Vanguard Institutional Index I EIF | $1,001 - $15,000 | — |
| Fidelity Contrafund EIF | $1,001 - $15,000 | — |
| Harbor Capital Appreciation Instl EIF | $1,001 - $15,000 | — |
| Vanguard Mid-Cap Value Index Admiral EIF | $1,001 - $15,000 | — |
| T. Rowe Price Instl Mid-Cap Equity Gr EIF | $1,001 - $15,000 | — |
| Invesco Small Cap Value Y EIF | $1,001 - $15,000 | — |
| Loomis Sayles Small Cap Growth Instl EIF | $1,001 - $15,000 | — |
| American Funds EuroPacific Gr R6 EIF | $1,001 - $15,000 | — |
| Cambiar International Equity Instl EIF | $1,001 - $15,000 | — |
| Invesco International Growth R5 EIF | $1,001 - $15,000 | — |
| Fidelity International Index Premium EIF | $1,001 - $15,000 | — |
| Justice Federal Credit Union (Savings Account) | $1,001 - $15,000 | — |
| Vanguard Mid-Cap Value Index Admiral EIF | $1,001 - $15,000 | — |
| T. Rowe Price Instl Mid-Cap Equity Gr EIF | $1,001 - $15,000 | — |
| Invesco Small Cap Value Y EIF | $1,001 - $15,000 | — |
| Loomis Sayles Small Cap Growth Instl EIF | $1,001 - $15,000 | — |
| American Funds EuroPacific Gr R6 EIF | $1,001 - $15,000 | — |
| Cambiar International Equity Instl EIF | $1,001 - $15,000 | — |
| Fidelity International Index Premium EIF | $1,001 - $15,000 | — |
| Bill & Melinda Gates Employee Retirement Plan 403(b) (through Transamerica Retirement Solutions) | — | — |
| Bill & Melinda Gates Foundation Sharing Retirement Plan 401(a) (through Transamerica Retirement Solutions) | — | — |
| Bill & Melinda Gates Foundation | — | Salary |