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Est. Assets
$749K – $1.7M
Assets Disclosed
33
Est. Liabilities
$10K
Positions Held
2
| — |
| Wells Fargo Emerging Growth Inst EIF | $15,001 - $50,000 | — | — |
| Vanguard Global Equity Inv. EIF | $15,001 - $50,000 | — | — |
| U.S. bank cash account | $15,001 - $50,000 | Interest | — |
| U.S. brokerage cash account | $15,001 - $50,000 | — | — |
| Vanguard Extended Market Index Admiral EIF | $15,001 - $50,000 | — | — |
| Vanguard Mid Cap Growth EIF | $15,001 - $50,000 | — | — |
| cash account -- IRA | $1,001 - $15,000 | — | — |
| SPDR Dow Jones Industrial Average ETF - IRA EIF | $1,001 - $15,000 | — | — |
| iShares S&P 500 Index - IRA EIF | $1,001 - $15,000 | — | — |
| SPDR Dow Jones Industrial Average ETF - Roth IRA EIF | $1,001 - $15,000 | — | — |
| iShares Russell 2000 Index - Roth IRA EIF | $1,001 - $15,000 | — | — |
| cash account - Roth IRA | $1,001 - $15,000 | — | — |
| iShares S&P 500 Index EIF | $1,001 - $15,000 | — | — |
| iShares Russell 2000 Index EIF | $1,001 - $15,000 | — | — |
| U.S. brokerage cash account | $1,001 - $15,000 | — | — |
| PowerShares QQQ Trust, Series 1 - Roth IRA EIF | — | — | — |
| XLK - Technology SPDR EIF | None (or less than $1,001) | — | — |
| IRA -- US Brokerage | — | — | — |
| American Enterprise Institute | — | Panelist Stipend (Donated to AEI) | — |
| Crossroads Grassroots Policy | — | Consulting Fees | — |
| Federated Government Obligations Inst. EIF | None (or less than $1,001) | — | — |
| Johnson & Johnson Common Stock | None (or less than $1,001) | Dividends Capital Gains | — |
| Bank of America Corp - Common Stock - IRA | None (or less than $1,001) | Dividends Capital Gains | — |
| The Toro Company - IRA | None (or less than $1,001) | Dividends Capital Gains | — |
| Venable (law firm) | — | Partnership Share | — |
| Roth IRA -- US Brokerage | — | — | — |
| Venable (law firm) | — | Salary/Bonus | — |
| Charles Schwab 401(K) | — | — | K |