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Est. Assets
$11.6M – $48.3M
Assets Disclosed
103
Est. Liabilities
None
Positions Held
12
| filer |
| $1,000,001 - $5,000,000 |
| Interest |
| — |
| VFIAX - Vanguard 500 Index Admiral EIF | filer | $1,000,001 - $5,000,000 | — | — |
| Electron Global Fund EIF | filer | $1,000,001 - $5,000,000 | — | — |
| Wells Fargo & Company, Deferred Stock Compensation | filer | $1,000,001 - $5,000,000 | — | — |
| Real Property with Carriage House Rental - Washington, DC | filer | $1,000,001 - $5,000,000 | Rent or Royalties | — |
| News Corporation, Unvested Deferred Stock Units | filer | $500,001 - $1,000,000 | — | — |
| Firebird International LLC, SunTrust Business Money Market Performance | filer | $500,001 - $1,000,000 | Interest | — |
| VFIAX - Vanguard 500 Index Admiral EIF | filer | $250,001 - $500,000 | — | — |
| VGIAX - Vanguard Growth & Income Adm EIF | filer | $250,001 - $500,000 | — | — |
| VSIAX - Vanguard Small Cap Value Index Admiral EIF | filer | $250,001 - $500,000 | — | — |
| RPMGX - T. Rowe Price Mid-Cap Growth EIF | filer | $250,001 - $500,000 | — | — |
| Ingersoll-Rand, Vested Retainer Stock Units | filer | $100,001 - $250,000 | — | — |
| Deutsch VSI Capital Growth EIF | filer | $100,001 - $250,000 | — | — |
| Vulcan Materials, Unvested Deferred Stock Units | filer | $100,001 - $250,000 | — | — |
| PREIX - T. Rowe Price Equity Index 500 EIF | filer | $100,001 - $250,000 | — | — |
| SWIXX - Schwab Retirement Advantage Money Fund EIF | filer | $100,001 - $250,000 | — | — |
| VHCAX - Vanguard Capital Opportunity Adm EIF | filer | $100,001 - $250,000 | — | — |
| Vulcan Materials, Vested Deferred Stock Units | filer | $100,001 - $250,000 | — | — |
| TRBCX - T. Rowe Price Blue Chip Growth EIF | filer | $100,001 - $250,000 | — | — |
| Ingersoll-Rand, Unvested Retainer Stock Units | filer | $100,001 - $250,000 | — | — |
| Vulcan Materials - Directors Fees Receivable 12/15/16 | filer | $50,001 - $100,000 | — | — |
| PRITX - T.Rowe Price International Stock Fd EIF | filer | $50,001 - $100,000 | — | — |
| GFFFX - American Funds Growth Fund of Amer F2 (UBS) EIF | filer | $50,001 - $100,000 | — | UBS |
| PEQPX - Principal Equity Income P (UBS) EIF | filer | $50,001 - $100,000 | — | UBS |
| OTCFX - T. Rowe Price Small - Cap Stock EIF | filer | $50,001 - $100,000 | — | — |
| SPY - SPDR S&P 500 ETF EIF | spouse | $50,001 - $100,000 | — | — |
| DPFFX - Delaware Diversified Income Instl (UBS) EIF | filer | $50,001 - $100,000 | — | UBS |
| TGBAX - Templeton Global Bond Adv (UBS) EIF | filer | $15,001 - $50,000 | — | UBS |
| WGIFX - American Funds Capital World Gr & Inc F2 EIF | filer | $15,001 - $50,000 | — | — |
| PEQPX - Principal Equity Income P EIF | filer | $15,001 - $50,000 | — | — |
| GFFFX - American Funds Growth Fund of Amer F2 EIF | filer | $15,001 - $50,000 | — | — |
| DPFFX - Delaware Diversified Income Instl EIF | filer | $15,001 - $50,000 | — | — |
| JVLCX - JHancock Disciplined Value C EIF | filer | $15,001 - $50,000 | — | — |
| VFIAX - Vanguard 500 Index Admiral EIF | filer | $15,001 - $50,000 | — | — |
| FAIRX - Fairholme EIF | filer | $15,001 - $50,000 | — | — |
| SLASX - Selected American Shares S EIF | filer | $15,001 - $50,000 | — | — |
| Bank of America - IRA Cash Account | spouse | $15,001 - $50,000 | Interest | — |
| SCPB - SPDR Barclays Short Term Corp Bd ETF EIF | spouse | $15,001 - $50,000 | — | — |
| VCSH - Vanguard Short-Term Corporate Bond ETF EIF | spouse | $15,001 - $50,000 | — | — |
| IWM - iShares Russell 2000 EIF | spouse | $15,001 - $50,000 | — | — |
| VO - Vanguard Mid-Cap ETF EIF | spouse | $15,001 - $50,000 | — | — |
| PRSCX - T. Rowe Price Science & Tech EIF | filer | $15,001 - $50,000 | — | — |
| MNNAX - Victory Munder Multi-Cap A EIF | filer | $15,001 - $50,000 | — | — |
| US Brokerage Money Market Account (Cash) | filer | $15,001 - $50,000 | — | — |
| Vanguard Aggressive Growth Portfolio (Age Based) EIF | filer | $15,001 - $50,000 | — | — |
| WGIFX - American Funds Capital World Gr & Inc F2 (UBS) EIF | filer | $15,001 - $50,000 | — | UBS |
| RSPYX - RS Partners Y (UBS) EIF | filer | $15,001 - $50,000 | — | UBS |
| MNNAX - Victory Munder Growth Opportunities A EIF | filer | $1,001 - $15,000 | — | — |
| Vanguard Aggressive Growth Portfolio (Age Based) EIF | filer | $1,001 - $15,000 | — | — |
| WIIBX - Westcore Plus Bond Institutional EIF | filer | $1,001 - $15,000 | — | — |
| US Bank Account 3 (Cash) | filer | $1,001 - $15,000 | — | — |
| US Bank Account 1 (Cash) | filer | $1,001 - $15,000 | — | — |
| US Bank Account 2 (Cash) | filer | $1,001 - $15,000 | — | — |
| Wells Fargo & Company, common stock | filer | $1,001 - $15,000 | Dividends | — |
| VGSLX - Vanguard REIT Index Adm EIF | filer | $1,001 - $15,000 | — | — |
| TGBAX - Templeton Global Bond Adv EIF | filer | $1,001 - $15,000 | — | — |
| FEGIX - First Eagle Gold I (UBS) EIF | filer | $1,001 - $15,000 | — | UBS |
| GONCX - JHancock International Growth C EIF | filer | $1,001 - $15,000 | — | — |
| PGDPX - Principal Global Div Inc P EIF | filer | $1,001 - $15,000 | — | — |
| UBS Brokerage Account (cash) | filer | $1,001 - $15,000 | — | — |
| Firebird International LLC, SunTrust Business Checking | filer | $1,001 - $15,000 | — | — |
| FEGIX - First Eagle Gold I EIF | filer | $1,001 - $15,000 | — | — |
| ARTKX - Artisan International Value Investor EIF | filer | $1,001 - $15,000 | — | — |
| BARAX - Baron Asset Retail EIF | filer | $1,001 - $15,000 | — | — |
| SDSCX - Dreyfus/The Boston Co Sm/Md Cp Gr I EIF | filer | $1,001 - $15,000 | — | — |
| LSBDX - Loomis Sayles Bond Instl EIF | filer | $1,001 - $15,000 | — | — |
| OAKMX - Oakmark I EIF | filer | $1,001 - $15,000 | — | — |
| RSEIX - Royce Special Equity Instl EIF | filer | $1,001 - $15,000 | — | — |
| PRMSX - T.Rowe Price Emerging Markets Stock EIF | filer | $1,001 - $15,000 | — | — |
| Ingersoll Rand | filer | — | Director Fees | — |
| Centerra Group, LLC | filer | — | Director Fees | — |
| Wells Fargo & Company | filer | — | Director Fees | — |
| Hudson Institute | filer | — | Salary | — |
| The Heritage Foundation 403(b) | filer | — | — | — |
| A. Mitchell McConnell, Jr. Revocable Trust | filer | — | — | — |
| The Heritage Foundation Retirement Plan (defined contribution plan) | filer | — | — | — |
| SWIXX - Schwab Retirement AdvantageMoney Fund EIF | filer | None (or less than $1,001) | — | — |
| The Heritage Foundation | filer | — | Salary | — |
| Vanguard 529 College Savings Plan | filer | — | — | — |
| UBS IRA | filer | — | — | — |
| Vulcan Materials, Deferred Stock Units | filer | — | — | — |
| UBS PSP (Personal Retirement Account) | filer | — | — | — |
| Ingersoll-Rand, Retainer Stock Units | filer | — | — | — |
| Mutual of America Tax Deferred Annuity | filer | — | — | — |
| The Long Game: A Memoir - Penguin Random House LLC - Value not readily ascertainable | spouse | — | Book Advances | — |
| News Corporation | filer | — | Director Fees | — |
| Vanguard 529 College Savings Plan | filer | — | — | — |
| Loan to 2014 Campaign Committee | filer | None (or less than $1,001) | Interest | — |
| Firebird International LLC | filer | — | — | — |
| VMMXX - Vanguard Money Market Reserves EIF | filer | None (or less than $1,001) | — | — |
| UBS Brokerage Account (Cash) | filer | None (or less than $1,001) | — | — |
| UBS Pension Trust (Personal Retirement Account) | filer | — | — | — |
| Iranian-American Cultural Association of Missouri (through Worldwide Speakers Group) - 3/9/2016 | filer | None (or less than $1,001) | Honoraria - Speech | — |
| Alliance for Public Awareness (through Worldwide Speakers Group) - 6/13/2015 | filer | None (or less than $1,001) | Honoraria - Speech | — |
| Real Estate Roundtable (through Worldwide Speakers Group) - 1/27/2015 | filer | None (or less than $1,001) | Honoraria - Speech | — |
| VMSXX - Vanguard Tax-Exempt Money Market EIF | filer | None (or less than $1,001) | — | — |
| Protective Life Insurance | filer | — | Payout of Entire Balance of Deferred Compensation Plan for Directors | — |
| Elaine L Chao Revocable Trust | filer | — | — | — |
| Vulcan Materials | filer | — | Director Fees | — |
| Protective Life Insurance | filer | — | Director Fees | — |