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Est. Assets
$3.9M – $8.5M
Assets Disclosed
98
Est. Liabilities
$535K – $1.2M
Positions Held
4
| Commercial Property - Newport RI | filer | $250,001 - $500,000 | — | — |
| Residential real estate # 2 (Arlington VA) | filer | $250,001 - $500,000 | Rent or Royalties | — |
| Residential Property - Middletown, RI | filer | $250,001 - $500,000 | — | — |
| Commercial Property # 2 - Madison, AL | filer | $250,001 - $500,000 | — | — |
| Residential real estate # 1 (Alexandria, VA) | filer | $250,001 - $500,000 | Rent or Royalties | — |
| Commercial Property # 1 - Madison, AL | filer | $250,001 - $500,000 | — | — |
| Residential real estate # 3 (Alexandria, VA) | filer | $100,001 - $250,000 | Rent or Royalties | — |
| Vanguard Target Retirement 2050 EIF | filer | $50,001 - $100,000 | — | — |
| McDonalds Corporation (MCD) | filer | $50,001 - $100,000 | Dividends | MCD |
| U.S. credit union account # 3 (cash) | filer | $15,001 - $50,000 | Interest | — |
| Columbia Large Cap Growth Fund Class C (LEGCX) EIF | filer | $15,001 - $50,000 | — | LEGCX |
| RiverSource Retirement Advisor Advantage Variable Annuity (via Ameriprise Financial) | filer | $15,001 - $50,000 | — | — |
| AT&T Inc. (T) | filer | $15,001 - $50,000 | Dividends | T |
| Columbia Contrarian Core Fund Class A (LCCAX) EIF | spouse | $15,001 - $50,000 | — | LCCAX |
| U.S. credit union account # 2 (cash) | filer | $15,001 - $50,000 | Interest | — |
| JP Morgan Investor Growth FD CL A (ONGAX) EIF | filer | $15,001 - $50,000 | — | ONGAX |
| Verizon Communications Inc. (VZ) | filer | $15,001 - $50,000 | Dividends | VZ |
| Vanguard Target Retirement 2040 EIF | filer | $15,001 - $50,000 | — | — |
| The Coca-Cola Company (KO) | filer | $15,001 - $50,000 | Dividends | KO |
| U.S. credit union account # 1 (cash) | filer | $15,001 - $50,000 | Interest | — |
| Exxon Mobil Corporation (XOM) | filer | $1,001 - $15,000 | — | XOM |
| Perkins Mid Cap Value FD Class (JMCVX) EIF | filer | $1,001 - $15,000 | — | JMCVX |
| Royce Fund Premier Series (RYPRX) EIF | filer | $1,001 - $15,000 | — | RYPRX |
| Oppenheimer Developing Markets Fund (ODMAX) EIF | filer | $1,001 - $15,000 | — | ODMAX |
| Manning and Napier Fund World Opportunities (EXWAX) EIF | filer | $1,001 - $15,000 | — | EXWAX |
| Growth Fund of America Class A (AGTHX) EIF | filer | $1,001 - $15,000 | — | AGTHX |
| American Century Equity Income Fund (TWEAX) EIF | filer | $1,001 - $15,000 | — | TWEAX |
| Templeton Global Bond FD CL A (TPINX) EIF | filer | $1,001 - $15,000 | — | TPINX |
| Oppenheimer Global Strategic Income Fund (OPSIX) EIF | filer | $1,001 - $15,000 | — | OPSIX |
| JP Morgan Investor Growth FD CL A (ONGAX) EIF | filer | $1,001 - $15,000 | — | ONGAX |
| New Perspective Fund Inc Cl A (ANWPX) EIF | filer | $1,001 - $15,000 | — | ANWPX |
| PIMCO Total Return Fund Cl A (PTTAX) EIF | filer | $1,001 - $15,000 | — | PTTAX |
| American Century Equity Income Fund (TWEAX) EIF | filer | $1,001 - $15,000 | — | TWEAX |
| Royce Fund Premier Series (RYPRX) EIF | filer | $1,001 - $15,000 | — | RYPRX |
| PIMCO All Asset All Authority A (PAUAX) EIF | filer | $1,001 - $15,000 | — | PAUAX |
| Oppenheimer Developing Markets A (ODMAX) EIF | filer | $1,001 - $15,000 | — | ODMAX |
| Columbia Acorn Fund Class A (LACAX) EIF | spouse | $1,001 - $15,000 | — | LACAX |
| Columbia Acorn Select Fund Class A (LTFAX) EIF | spouse | $1,001 - $15,000 | — | LTFAX |
| Columbia Contrarian Core Fund Class B (LCCBX) EIF | spouse | $1,001 - $15,000 | — | LCCBX |
| Fairfax Cnty VA Redev & Hsg Bonds | filer | $1,001 - $15,000 | — | — |
| IShares Tips Bond ETF (TIP) EIF | filer | $1,001 - $15,000 | — | TIP |
| Barclays Bank Pref Shares (BCSPRD) | filer | $1,001 - $15,000 | — | — |
| Oppenheimer Developing Markets Fund (ODMAX) | filer | $1,001 - $15,000 | — | ODMAX |
| Oppenheimer Global Strategic Income Fund (OPSIX) | filer | $1,001 - $15,000 | — | OPSIX |
| Sector SPDR Trust Consumer Staples (XLP) EIF | filer | $1,001 - $15,000 | — | XLP |
| IShares Barclays 7-10 Year Treasury Bond Fund (IEF) EIF | filer | $1,001 - $15,000 | — | IEF |
| Citigroup Inc (C) | filer | $1,001 - $15,000 | — | C |
| Vanguard Growth ETF (VUG) EIF | filer | $1,001 - $15,000 | — | VUG |
| Vanguard Value ETF (VTV) EIF | filer | $1,001 - $15,000 | — | VTV |
| Northwestern Mutual Gen Money Market Fund Class B EIF | filer | $1,001 - $15,000 | — | — |
| College 2027 Fund-529E (CTSEX) (Child 1) EIF | filer | $1,001 - $15,000 | — | — |
| College 2027 Fund-529E (CTSEX) (Child 2) EIF | filer | $1,001 - $15,000 | — | — |
| U.S. bank account # 1 (cash) | filer | $1,001 - $15,000 | Interest | — |
| Merck & Co Inc (in Wells Fargo Shareowner) | filer | $1,001 - $15,000 | — | — |
| Las Vegas Sands Corp (LVS) | filer | $1,001 - $15,000 | — | LVS |
| PIMCO Foreign Bond Fund EIF | spouse | None (or less than $1,001) | — | — |
| Voya Intermediate Bond Port I EIF | spouse | None (or less than $1,001) | — | — |
| National Beer Wholesalers Association Defined Contribution 401K Plan (administered by Voya Financial until 8/2016) | spouse | — | — | — |
| Nationwide Universal Life Insurance Policy | filer | None (or less than $1,001) | — | — |
| Chase Brokerage Account | filer | — | — | — |
| RNC Defined Contribution 401k Plan | filer | — | — | — |
| Bank Accounts | filer | — | — | — |
| JP Morgan U.S. Government Money Market Fund Instl (IJGXX) EIF | filer | None (or less than $1,001) | — | IJGXX |
| Chase Brokerage Retirement Account 2 | filer | — | — | — |
| JP Morgan US Government Money Market Fund Instl (IJGXX) EIF | filer | None (or less than $1,001) | — | IJGXX |
| Wal-Mart Stores Inc. (WMT) | filer | None (or less than $1,001) | — | WMT |
| Wal-Mart Stores Inc. (WMT) | filer | None (or less than $1,001) | — | WMT |
| PowerShares Financial Preferred Portfolio ETF (PGF) EIF | filer | None (or less than $1,001) | — | PGF |
| JP Morgan Liquid Assets Money Market Fund Morgan Class (MJLXX) EIF | filer | None (or less than $1,001) | — | MJLXX |
| ETrade Brokerage Account | filer | — | — | — |
| CVS Health Corporation (CVS) | filer | None (or less than $1,001) | — | CVS |
| Home Depot Inc. (HD) | filer | None (or less than $1,001) | — | HD |
| Energy Transfer Partners LP (ETP) | filer | None (or less than $1,001) | — | ETP |
| Northwestern Mutual Brokerage Account | filer | — | — | — |
| Republican National Committee (RNC) | filer | — | salary/bonus | RNC |
| National Beer Wholesalers Association Defined Contribution 401K Plan (administered by Principal Financial starting 8/2016) | spouse | — | — | — |
| Lazard Emerging Markets Equity Portfolio Open Shares EIF | spouse | None (or less than $1,001) | — | — |
| Northwestern Mutual IRA (Rollover Account) | spouse | — | — | — |
| National Beer Wholesalers Association | spouse | — | salary, bonus | — |
| Virginia (CollegeAmerica) 529 Savings Plan | filer | — | — | — |
| Ameriprise Financial IRA (Roth Contributory) | spouse | — | — | — |
| Dodge & Cox International Stock Fund EIF | spouse | None (or less than $1,001) | — | — |
| Chase Brokerage Retirement Account 1 | filer | — | — | — |
| Family Trust # 1 | filer | — | — | — |
| VY Oppenheimer Global Portfolio Class I EIF | spouse | None (or less than $1,001) | — | — |
| Voya Russell Small Cap Index Portfolio I EIF | spouse | None (or less than $1,001) | — | — |
| VY FMR Diversified Mid Cap Portfolio Class EIF | spouse | None (or less than $1,001) | — | — |
| VY JPMorgan Mid Cap Value Portfolio Class I EIF | spouse | None (or less than $1,001) | — | — |
| Franklin Small Cap Value VIP Fd2 EIF | spouse | None (or less than $1,001) | — | — |
| American Funds Growth Fund R3 EIF | spouse | None (or less than $1,001) | — | — |
| Voya Russell Large Cap Index Port I EIF | spouse | None (or less than $1,001) | — | — |
| Investment Rental Properties | filer | — | — | — |
| American Funds Fundamental Investors R3 EIF | spouse | None (or less than $1,001) | — | — |
| American Funds Washington Mutual R3 EIF | spouse | None (or less than $1,001) | — | — |