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Est. Assets
$4.3M – $18.2M
Assets Disclosed
42
Est. Liabilities
$250K – $500K
Positions Held
2
| USAA Severance Payment - anticipated | $100,001 - $250,000 | — | — |
| US Banking Institution (cash account) | $100,001 - $250,000 | — | — |
| Certificate of Deposit with US Banking Institution | $50,001 - $100,000 | — | — |
| USAA Income Fund (USAIX) EIF | $50,001 - $100,000 | — | USAIX |
| USAA. Deferred Compensation - cash receiveable | $50,001 - $100,000 | — | — |
| USAA Fixed Annuity | $50,001 - $100,000 | Interest | — |
| Lakeland, TN GO CAP Outlay Bond (51186DAK6) | $15,001 - $50,000 | Interest | — |
| USAA Target Retirement 2030 Fund (URTRX) EIF | $15,001 - $50,000 | — | URTRX |
| Fidelity New Millennium (FMILX) EIF | $15,001 - $50,000 | — | FMILX |
| USAA International Fund (USIFX) EIF | $15,001 - $50,000 | — | USIFX |
| USAA Growth Fund (USAAX) EIF | $15,001 - $50,000 | — | USAAX |
| USAA Income Stock Fund (USISX) EIF | $15,001 - $50,000 | — | USISX |
| USAA Intermediate Term Bond Fund (USIBX) EIF | $15,001 - $50,000 | — | USIBX |
| USAA High Income Fund (USHYX) EIF | $15,001 - $50,000 | — | USHYX |
| Massachusetts State School Bldg Authority Bond (576000MN0) | $15,001 - $50,000 | Interest | — |
| Northside TX Independent School District Bond (66702RFV9) | $15,001 - $50,000 | Interest | — |
| Omaha, NE Public Power District Bond | $15,001 - $50,000 | Interest | — |
| Salt River Project AZ Agric Bond (79575DXC9) | $15,001 - $50,000 | Interest | — |
| Texas A&M University Bond (8821356SO) | $15,001 - $50,000 | Interest | — |
| University Northern Colorado Greeley Institutional Bond (914733BR0) | $15,001 - $50,000 | Interest | — |
| Texas State General Obligation Bond (8827234P1) | $15,001 - $50,000 | Interest | — |
| VA State Public School Authority Bond (92817SJY5) | $15,001 - $50,000 | Interest | — |
| WA State General Obligation Bond (92974CUM0) | $15,001 - $50,000 | Interest | — |
| Austin, TX Electric Utility System Bond (052414MN6) | $15,001 - $50,000 | Interest | — |
| Benton County, WA School District Bond (083023PD7) | $15,001 - $50,000 | Interest | — |
| Florida State Board of Education Public Education Bond (34153PG44) | $15,001 - $50,000 | Interest | — |
| Goose Creek, TX Cons Independent School Bond (382604B54) | $15,001 - $50,000 | Interest | — |
| JEA Florida Electric System REV Bond (46613C5M3) | $15,001 - $50,000 | Interest | — |
| USAA, defined benefit pension plan | $15,001 - $50,000 | — | — |
| SPDR Nuveen Bloomberg Short Term Municipal Bond ETF (SHM) EIF | $1,001 - $15,000 | — | SHM |
| USAA Small Cap Stock Fund (USCAX) EIF | $1,001 - $15,000 | — | USCAX |
| USAA Short Term Bond Fund (USIBX) EIF | $1,001 - $15,000 | — | USIBX |
| USAA Managed Allocation Fund (UMAFX) EIF | $1,001 - $15,000 | — | UMAFX |
| USAA Emerging Markets Fund (USEMX) EIF | $1,001 - $15,000 | — | USEMX |
| USAA Whole Life Insurance | $1,001 - $15,000 | — | — |
| USAA Tax Exempt Short Term Fund (USSTX) EIF | $1,001 - $15,000 | — | USSTX |
| USAA Defined Contribution Pension Plan | — | — | — |
| USAA Salary and Bonus | — | USAA 2016 & 2017 Salary and 2016 Bonus | — |