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Est. Assets
$2.7M – $8.8M
Assets Disclosed
45
Est. Liabilities
$50K – $100K
Positions Held
4
| filer |
| $250,001 - $500,000 |
| — |
| — |
| SEPTA 457(b) Plan EIF | spouse | $100,001 - $250,000 | — | — |
| Bank Account #2 (Cash) | filer | $100,001 - $250,000 | Interest | — |
| American Funds 529 Plan for benefit of Dependent Child 2 EIF | filer | $50,001 - $100,000 | — | — |
| American Balanced Fund EIF | filer | $50,001 - $100,000 | — | — |
| American Funds 529 Plan for benefit of Dependent Child 1 | filer | $50,001 - $100,000 | Dividends Capital Gains | — |
| T Rowe Price Retirement 2035 Fund EIF | filer | $50,001 - $100,000 | — | — |
| Absecon Property Investment, LLC | filer | $50,001 - $100,000 | — | — |
| American Balanced Fund EIF | filer | $50,001 - $100,000 | — | — |
| PSECU (CASH) | filer | $50,001 - $100,000 | Dividends | CASH |
| Vanguard Institutional Index Fnd. Inst. EIF | spouse | $15,001 - $50,000 | — | — |
| Pennsylvania State Employees' Retirement System defined benefit plan | filer | $15,001 - $50,000 | — | — |
| Wells Fargo Growth Fund Admin EIF | spouse | $15,001 - $50,000 | — | — |
| Wellington Fund Inv. VWELX EIF | spouse | $15,001 - $50,000 | — | — |
| Target Retirement 2040 VFORX EIF | spouse | $15,001 - $50,000 | — | — |
| Northwestern Mutual Joint Taxable Brokerage Account | filer | $15,001 - $50,000 | Dividends | — |
| VY Baron Growth Port I EIF | spouse | $1,001 - $15,000 | — | — |
| Chartwell Small Cap Value Fund I EIF | spouse | $1,001 - $15,000 | — | — |
| VY Oppenheimer Global Port I EIF | spouse | $1,001 - $15,000 | — | — |
| Dodge & Cox Balanced Fund EIF | filer | $1,001 - $15,000 | — | — |
| American Century Inf. Adj. Bd. Instl. EIF | filer | $1,001 - $15,000 | — | — |
| Vanguard Total Stock Market Index EIF | filer | $1,001 - $15,000 | — | — |
| Northwest Mutual Whole Life Insurance | filer | $1,001 - $15,000 | Dividends | — |
| American Funds AM Balanced R4 EIF | spouse | $1,001 - $15,000 | — | — |
| Northwest Mutual Whole Life Insurance | filer | $1,001 - $15,000 | Dividends | — |
| Voya Index Plus MidCap Portfolio I EIF | spouse | $1,001 - $15,000 | — | — |
| STAR Fund VGSTX EIF | spouse | $1,001 - $15,000 | — | — |
| Dodge and Cox Fund EIF | filer | $1,001 - $15,000 | — | — |
| Stable Value Common Trust Fund EIF | filer | $1,001 - $15,000 | — | — |
| Voya Intermediate Bond Fund I EIF | spouse | $1,001 - $15,000 | — | — |
| Voya Fixed Account EIF | spouse | $1,001 - $15,000 | — | — |
| American Balanced Portfolio Fund EIF | filer | $1,001 - $15,000 | — | — |
| American Growth Portfolio Fund EIF | filer | $1,001 - $15,000 | — | — |
| American Global Portfolio EIF | filer | $1,001 - $15,000 | — | — |
| Vanguard Rollover IRA Account | spouse | — | — | — |
| SEPTA (Southeastern Pennsylvania Transporation Authority) | spouse | — | salary | — |
| Cozen O'Connor Law Firm Stock | filer | None (or less than $1,001) | — | — |
| Cozen O'Connor Profit Sharing Plan | filer | — | — | — |
| Misc. Haverford Trust EIF | filer | None (or less than $1,001) | — | — |
| Cozen O'Connor (law firm) | filer | — | Salary/Bonus | — |
| SEPTA, defined benefit plan (value not readily ascertainable) | spouse | — | — | — |