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Est. Assets
$1.1M – $2.8M
Assets Disclosed
47
Est. Liabilities
None
Positions Held
1
| Heritage Retirement Plan EIF |
| filer |
| $50,001 - $100,000 |
| — |
| — |
| Loomis Sayles Bond Inst EIF | filer | $15,001 - $50,000 | — | — |
| CREF Stock R2 EIF | spouse | $15,001 - $50,000 | — | — |
| TIAA Traditional annuity | spouse | $15,001 - $50,000 | — | — |
| Fairholme (FAIRX) EIF | filer | $15,001 - $50,000 | — | FAIRX |
| Oakmark International Small Cap I EIF | filer | $15,001 - $50,000 | — | — |
| Cisco Systems Inc | filer | $1,001 - $15,000 | — | — |
| Artisan International Value Investor EIF | filer | $1,001 - $15,000 | — | — |
| Baron Asset Retail EIF | filer | $1,001 - $15,000 | — | — |
| Fairholme EIF | filer | $1,001 - $15,000 | — | — |
| Loomis Sayles Bond Instl EIF | filer | $1,001 - $15,000 | — | — |
| Oakmark I EIF | filer | $1,001 - $15,000 | — | — |
| Schwab Gvt. Money Market Fund EIF | filer | $1,001 - $15,000 | — | — |
| Vanguard REIT Index Admiral Shares EIF | filer | $1,001 - $15,000 | — | — |
| TIAA Real Estate EIF | spouse | $1,001 - $15,000 | — | — |
| General Electric Co | filer | $1,001 - $15,000 | — | — |
| Intel Corp | filer | $1,001 - $15,000 | — | — |
| AT&T Inc | filer | $1,001 - $15,000 | Dividends Capital Gains | — |
| Verizon Communications Inc | filer | $1,001 - $15,000 | — | — |
| Utilities Select Sector SPDR | filer | $1,001 - $15,000 | — | — |
| AF EuroPacific Growth R5 EIF | spouse | $1,001 - $15,000 | — | — |
| Vang 500 Idx Adm EIF | spouse | $1,001 - $15,000 | — | — |
| John Hancock DiscipVal R5 EIF | spouse | $1,001 - $15,000 | — | — |
| Goldman Sachs SmCpV Inst EIF | spouse | $1,001 - $15,000 | — | — |
| MFS Mid Cap Value R6 EIF | spouse | $1,001 - $15,000 | — | — |
| Vang Ttl Intl Stk Idx Adm EIF | spouse | $1,001 - $15,000 | — | — |
| Baird Core Plus Bond Fund-IS EIF | filer | $1,001 - $15,000 | — | — |
| BMO Short-term income fund class 1 EIF | filer | $1,001 - $15,000 | — | — |
| Dodge & Cox Income Fund EIF | filer | $1,001 - $15,000 | — | — |
| Home Depot Inc | filer | $1,001 - $15,000 | — | — |
| PepsiCo Inc | filer | $1,001 - $15,000 | — | — |
| Philip Morris International | filer | $1,001 - $15,000 | — | — |
| Abbott Laboratories | filer | $1,001 - $15,000 | — | — |
| Johnson & Johnson | filer | $1,001 - $15,000 | — | — |
| Pfizer Inc | filer | $1,001 - $15,000 | — | — |
| Chevron Corp | filer | $1,001 - $15,000 | — | — |
| Exxon Mobil Corp | filer | $1,001 - $15,000 | — | — |
| Travelers Cos Inc | filer | $1,001 - $15,000 | — | — |
| Marymount University | spouse | — | salary | — |
| Schwab Retirement Advantage Money EIF | filer | None (or less than $1,001) | — | — |
| The Heritage Foundation | filer | — | — | — |
| Heritage 403(b) | filer | — | — | — |
| Family Trust #2 | filer | — | — | — |