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Est. Assets
$1.3M – $3.0M
Assets Disclosed
37
Est. Liabilities
$1.0M – $2.0M
Positions Held
4
| $50,001 - $100,000 |
| — |
| DFA U.S. Small Cap Growth Port Institutional Class N/L EIF | $50,001 - $100,000 | — |
| DFA Tax-Managed U.S. Targeted Value Portfolio Inst Class N/L EIF | $50,001 - $100,000 | — |
| Vanguard Small-Cap Index Admiral Shares EIF | $50,001 - $100,000 | — |
| Vanguard Total International Stock Index Fund Admiral Shares EIF | $50,001 - $100,000 | — |
| DFA U.S. Large Cap Growth Port Institutional Class N/L EIF | $50,001 - $100,000 | — |
| DFA U.S. Large Cap Value Port Institutional Class N/L EIF | $50,001 - $100,000 | — |
| Vanguard High Yield Tax Exempt Fund Admiral Shares N/L EIF | $50,001 - $100,000 | — |
| DFA T.A. World EX U.S. Core Equity Port Inst Class N/L EIF | $50,001 - $100,000 | — |
| Bernhardt Brothers Land & Cattle LLC | $15,001 - $50,000 | Sale of cattle |
| DFA Emerging Markets Value Port Institutional Class N/L EIF | $15,001 - $50,000 | — |
| DFA International Value Port Institutional Class N/L EIF | $15,001 - $50,000 | — |
| DFA U.S. Small Cap Growth Port Institutional Class N/L EIF | $15,001 - $50,000 | — |
| Metropolitan West Total Return Bond Fund Class I EIF | $15,001 - $50,000 | — |
| Pimco High Yield Fund Institutional Class EIF | $15,001 - $50,000 | — |
| Vanguard High Yield Corporate Fund Admiral Shares N/L EIF | $15,001 - $50,000 | — |
| DFA U.S. Small Cap Value Port Institutional Class N/L EIF | $15,001 - $50,000 | — |
| Brownstein Hyatt Farber and Schreck, LLP, capital account | $15,001 - $50,000 | — |
| DFA International Large Cap Growth Fund Inst Class N/L EIF | $15,001 - $50,000 | — |
| U.S. brokerage account #2 (cash) | $1,001 - $15,000 | — |
| DFA Emerging Markets Small Cap Port Institutional Class N/L EIF | $1,001 - $15,000 | — |
| DFA International Large Cap Growth Fund Inst Class N/L EIF | $1,001 - $15,000 | — |
| DFA International Small Cap Growth Fund Inst Class N/L EIF | $1,001 - $15,000 | — |
| DFA International Small Cap Value Portfolio Inst CLS N/L EIF | $1,001 - $15,000 | — |
| U.S. brokerage account #1 (cash) | $1,001 - $15,000 | — |
| Satya Mineral Trading USA LLC (gold mining, exploration, and development outside the United States) | $1,001 - $15,000 | — |
| US bank account #2 (cash) | $1,001 - $15,000 | — |
| BHFS-E PC (General partner and holding company of the law firm) | None (or less than $1,001) | 2015, 2016 S Corp distribution disbursements based upon ownership interest |
| Brownstein Hyatt Farber and Schreck, LLP (law firm) | — | — |
| Brownstein Hyatt Farber and Schreck, LLP | — | Partnership distribution based upon equity interest/bonus for entire reporting period |
| IRA #1 | — | — |
| Brownstein Hyatt Farber and Schreck, LLP Defined Contribution Plan | — | — |
| UBE PC (General Partner entity of the law firm) | None (or less than $1,001) | — |