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Est. Assets
$236K – $715K
Assets Disclosed
20
Est. Liabilities
$15K – $50K
Positions Held
2
| $15,001 - $50,000 |
| — |
| (FAGIX) FIDELITY CAPITAL & INCOME EIF | $15,001 - $50,000 | — |
| (FRESX) FIDELITY REAL ESTATE INVESTORS FUND EIF | $15,001 - $50,000 | — |
| (LSCNX) LOOMIS SMALL CAP VALUE N FUND EIF | $15,001 - $50,000 | — |
| Citibank | $1,001 - $15,000 | — |
| Elbit Systems LTD | $1,001 - $15,000 | — |
| Money Market (Citibank) EIF | $1,001 - $15,000 | — |
| (MNREX) MANNING & NAPIER REAL ESTATE FUND EIF | $1,001 - $15,000 | — |
| (FKMCX) FIDELITY MID CAP STOCK K EIF | $1,001 - $15,000 | — |
| CocaCola | $1,001 - $15,000 | — |
| (CTCAX) COLUMBIA GLOBAL TECHNOLOGY FUND EIF | $1,001 - $15,000 | — |
| Schwab Cash Account | $1,001 - $15,000 | — |
| Mass Investors Growth Stock Fund - A EIF | $1,001 - $15,000 | — |
| AT&T Inc. | $1,001 - $15,000 | — |
| Chase | $1,001 - $15,000 | — |
| Dinsmore & Shohl LLP (law firm) | — | Salary/Bonus |