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Est. Assets
$193K – $970K
Assets Disclosed
41
Est. Liabilities
$50K – $100K
Positions Held
1
| BlackRock Low Duration Bd Instl EIF |
| filer |
| $15,001 - $50,000 |
| — |
| CAUSEWAY EMERGING MKTS INST EIF | filer | $15,001 - $50,000 | — |
| Eaton Vance Income Fund of Boston I EIF | filer | $15,001 - $50,000 | — |
| METROPOLITAN WEST TOT RET BD I EIF | filer | $15,001 - $50,000 | — |
| U.S. Bank Account #1 (cash) | filer | $15,001 - $50,000 | Interest |
| State Street Equity Index DC529 EIF | filer | $15,001 - $50,000 | — |
| Calvert Equity Fund DC529 EIF | filer | $15,001 - $50,000 | — |
| VANGUARD TOTAL BOND MARKET EIF | filer | $1,001 - $15,000 | — |
| Consulting Group Large Cap Growth EIF | filer | $1,001 - $15,000 | — |
| T.Rowe Price Bond and Income Portfolio MD529 EIF | filer | $1,001 - $15,000 | — |
| U.S. Bank Account #2 (cash) | filer | $1,001 - $15,000 | Interest |
| Calvert Small Cap Fund DC529 EIF | filer | $1,001 - $15,000 | — |
| iShares Russell 1000 Value Index EIF | filer | $1,001 - $15,000 | — |
| iShares Russell Midcap Growth Index EIF | filer | $1,001 - $15,000 | — |
| iShares Russell Midcap Value Index EIF | filer | $1,001 - $15,000 | — |
| iShares Barclays TIPS Bond EIF | filer | $1,001 - $15,000 | — |
| Calvert Equity Fund DC529 EIF | filer | $1,001 - $15,000 | — |
| CAMBIAR INTL EQUITY INV EIF | filer | $1,001 - $15,000 | — |
| U.S. Bank Account #3 (cash) | filer | $1,001 - $15,000 | Interest |
| VANGUARD SHORT TERM BND EIF | filer | $1,001 - $15,000 | — |
| Consulting Group International Eq Invst EIF | filer | $1,001 - $15,000 | — |
| EDGEWOOD GROWTH INSTL EIF | filer | $1,001 - $15,000 | — |
| HARDING LOEVNER INTL EQTY INST EIF | filer | $1,001 - $15,000 | — |
| MATTHEWS ASIAN JAPAN INV EIF | filer | $1,001 - $15,000 | — |
| T.Rowe Price Bond and Income Portfolio MD529 EIF | filer | $1,001 - $15,000 | — |
| NEUBERGER INTRINSIC VALUE INST EIF | filer | $1,001 - $15,000 | — |
| PIMCO Short-Term P EIF | filer | $1,001 - $15,000 | — |
| TOUCHSTONE SMALL CAP GROWTH Y EIF | filer | $1,001 - $15,000 | — |
| DEUTSCHE X-TRACKERS MSCI ETF EIF | filer | $1,001 - $15,000 | — |
| iShares Core MSCI EAFE ETF EIF | filer | $1,001 - $15,000 | — |
| iShares Core MSCI Emerging Markets ETF EIF | filer | $1,001 - $15,000 | — |
| iShares iBoxx $ High Yield Corporate Bd EIF | filer | $1,001 - $15,000 | — |
| iShares Russell 1000 Growth Index EIF | filer | $1,001 - $15,000 | — |
| iShares Russell 1000 Value Index EIF | filer | $1,001 - $15,000 | — |
| ISHARES TIPS BOND ETF EIF | filer | $1,001 - $15,000 | — |
| Conservative Action Network, Deputy Director | filer | — | Salary for policy, advocacy, and administrative duties for this new nonprofit |
| Maximize Strategies (business strategy consulting), Chevy Chase, MD | spouse | — | Business Income |