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Est. Assets
$708K – $1.8M
Assets Disclosed
29
Est. Liabilities
None
Positions Held
1
| spouse |
| $50,001 - $100,000 |
| — |
VCSH |
| Vanguard Short Term Corporate Bond ETF (VCSH) EIF | filer | $50,001 - $100,000 | — | VCSH |
| American Funds Washington Mutual Fund (WMFFX) EIF | filer | $50,001 - $100,000 | — | WMFFX |
| Pax Small Cap Fund (PXSIX) EIF | filer | $15,001 - $50,000 | — | PXSIX |
| MFS International Value Fund (MINIX) EIF | filer | $15,001 - $50,000 | — | MINIX |
| Vanguard Total Stock Market Index Fund (VTSAX) EIF | filer | $15,001 - $50,000 | — | VTSAX |
| TD Ameritrade (cash) | filer | $15,001 - $50,000 | — | — |
| MFS International Value Fund (MINIX) EIF | spouse | $15,001 - $50,000 | — | MINIX |
| American Funds The Growth Fund of America (GFFFX) EIF | spouse | $15,001 - $50,000 | — | GFFFX |
| BlackRock Lifepath Index 2025 Fund (LIBIX) EIF | spouse | $15,001 - $50,000 | — | LIBIX |
| American Funds Washington Mutual Investors Fund (WMFFX) EIF | spouse | $15,001 - $50,000 | — | WMFFX |
| Wells Fargo Special Mid Cap Value Fund (WFMIX) EIF | filer | $15,001 - $50,000 | — | WFMIX |
| iShares S&P SmallCap 600 Growth ETF (IJT) EIF | filer | $15,001 - $50,000 | — | IJT |
| IDT Corp stock (IDT) | spouse | $1,001 - $15,000 | Dividends Capital Gains | IDT |
| Wells Fargo Special Mid Cap Value Fund (WFMIX) EIF | spouse | $1,001 - $15,000 | — | WFMIX |
| iShares S&P SmallCap 600 Growth ETF (IJT) EIF | spouse | $1,001 - $15,000 | — | IJT |
| Pax Small Cap Fund (PXSIX) EIF | spouse | $1,001 - $15,000 | — | PXSIX |
| TD Ameritrade (cash) | filer | $1,001 - $15,000 | — | — |
| VelocityShares Daily 2x VIX Short Term ETN (TVIX) EIF | filer | $1,001 - $15,000 | — | TVIX |
| Morgan Stanley (cash) | filer | $1,001 - $15,000 | — | — |
| Morgan Stanley (cash) | filer | $1,001 - $15,000 | — | — |
| Pearl Capital Business Ventures (Merchant Cash Advance) | filer | — | Severance | — |
| T. Rowe Price Retirement 2025 Fund (TRRHX) EIF | spouse | None (or less than $1,001) | — | TRRHX |
| Mark Mermell (Law firm) | spouse | — | salary | — |
| Bortstein Legal Group (Law firm) | spouse | — | salary | — |
| Pearl Capital Business Ventures (Merchant Cash Advance) | filer | — | Salary | — |