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Est. Assets
$1.7M – $3.8M
Assets Disclosed
19
Est. Liabilities
None
Positions Held
12
| T. Rowe Price Retirement 2030 Active EIF |
| $100,001 - $250,000 |
| — |
| Artisan Mid Cap Value Investor EIF | $100,001 - $250,000 | — |
| Columbia Trust Contrarian Core I EIF | $100,001 - $250,000 | — |
| Vanguard PRIMECAP Adm EIF | $100,001 - $250,000 | — |
| Path2College Georgia 529 Plan | $15,001 - $50,000 | — |
| T. Rowe Price Retirement 2040 Active EIF | $15,001 - $50,000 | — |
| Wells Fargo Stable Return Fund EIF | $15,001 - $50,000 | — |
| American Funds EuroPacific Growth EIF | $15,001 - $50,000 | — |
| Aggressive Managed Allocation Opt 13-14 EIF | $1,001 - $15,000 | — |
| Metropolitan West Total Return Bond I EIF | $1,001 - $15,000 | — |
| Aggressive Managed Allocation Opt 18+ Investment Option 1418 EIF | $1,001 - $15,000 | — |
| Aggressive Managed Allocation Option 16 - 1416 EIF | $1,001 - $15,000 | — |
| Dentons US, LLP (law firm) | — | 2016 bonus and salary for 1/1/17 - 1/19/17 |
| Dentons US, LLP (law firm) | — | Partnership Share |