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Est. Assets
$3.3M – $10.4M
Assets Disclosed
75
Est. Liabilities
$50K – $100K
Positions Held
12
| Ishares US Utilities EIF |
| filer |
| $100,001 - $250,000 |
| — |
| Vanguard 500 Index Admiral Shares EIF | filer | $100,001 - $250,000 | — |
| Vanguard Long-Term Tax-Exempt EIF | filer | $100,001 - $250,000 | — |
| Cote Capital, LLC, (IP capital investment) | filer | $100,001 - $250,000 | — |
| Vanguard Short-Term Investment-Grade EIF | filer | $100,001 - $250,000 | — |
| Vanguard Morgan Growth Fund EIF | spouse | $100,001 - $250,000 | — |
| Vanguard REIT ETF EIF | filer | $100,001 - $250,000 | — |
| Vanguard Utilities ETF EIF | filer | $100,001 - $250,000 | — |
| Ishares Cohen and Steers REIT ETF EIF | filer | $50,001 - $100,000 | — |
| Franklin Templeton Mutual Global Discovery Z EIF | filer | $50,001 - $100,000 | — |
| Franklin-Templeton Mutual European Z EIF | filer | $50,001 - $100,000 | — |
| Vanguard Prime Money Market EIF | filer | $50,001 - $100,000 | — |
| US brokerage money market account (cash) | filer | $50,001 - $100,000 | — |
| iShares MSCI EAFE Index EIF | filer | $50,001 - $100,000 | — |
| Prudential Whole Life Policy | filer | $50,001 - $100,000 | — |
| Vanguard High Dividend Yield Index EIF | filer | $50,001 - $100,000 | — |
| Ishares MSCI Emerging MKTS EIF | filer | $15,001 - $50,000 | — |
| SPDR Gold Trust EIF | filer | $15,001 - $50,000 | — |
| Applied Materials | filer | $15,001 - $50,000 | — |
| iShares Russell 1000 Index EIF | filer | $15,001 - $50,000 | — |
| Vanguard FTSE Emerging MKTS EIF | filer | $15,001 - $50,000 | — |
| NH Portfolio 2018/ Fidelity College Savings Fund EIF | filer | $15,001 - $50,000 | — |
| US bank account #3 (cash) | filer | $15,001 - $50,000 | — |
| Vanguard REIT Index Admiral Shares EIF | filer | $15,001 - $50,000 | — |
| Monsanto Co. | filer | $1,001 - $15,000 | — |
| Pfizer | filer | $1,001 - $15,000 | Dividends |
| US bank account #2 (cash) | filer | $1,001 - $15,000 | — |
| Madrigal Pharmaceuticals | filer | $1,001 - $15,000 | — |
| Starwood PPTY TR Inc | filer | $1,001 - $15,000 | Dividends Capital Gains Interest |
| University of Calgary-anticipated honorarium as payment for article | filer | $1,001 - $15,000 | — |
| Colony Starwood Homes REIT EIF | filer | $1,001 - $15,000 | — |
| Prudential Financial Inc | filer | $1,001 - $15,000 | Dividends |
| US bank account #1 (cash) | filer | $1,001 - $15,000 | — |
| Hewlett Packard Enterprise Co | filer | $1,001 - $15,000 | — |
| HP Inc | filer | $1,001 - $15,000 | — |
| National Review - February 6, 2017 | filer | — | Payment for article |
| FCC Services Speech - 2/18/16 | filer | — | Speaking fee |
| FCC Services Speech - 11/08/16 | filer | — | Speaking fee |
| FCC Services Speech - 3/3/17 | filer | — | Speaking fee |
| National Mining Assn Speech - 3/3/16 | filer | — | Speaking fee |
| Choice Hotels - 12/2/16 | filer | — | Speaking fee |
| American Enterprise Institute | filer | — | Salary and bonus |
| The Lindsey Group | filer | — | Salary and bonus |
| Citigroup | filer | — | Consulting fees |
| Washington Campus - March 16, 2017 | filer | — | Speaking fee |
| WSJ/ Dow Jones - August 14, 2016 | filer | — | Payment for article |
| American Action Forum | filer | — | Consulting fee |
| University of California | filer | — | Payment for comment in book "The Economics of Tax Policy,", Auerbach and Smetters eds., March, 2017 |
| Randolph Foundation | filer | — | Advisory board compensation |
| Precision Economics (Consulting) | filer | — | Consulting Fees |
| Sonecon (Consulting) | filer | — | Consulting Fees |
| Washington Campus - August 24, 2016 | filer | — | Speaking fee |
| Washington Campus - May 31, 2016 | filer | — | Speaking fee |
| Washington Campus - May 17, 2016 | filer | — | Speaking fee |
| Xockets, Inc., (hardware and software acceleration technology) | filer | — | — |
| Energybox Inc., (energy data technology) | filer | — | — |
| Lexos Media, (cursor based advertising technology) | filer | — | — |
| National Review - February 29, 2016 | filer | — | Payment for Article |
| National Review - March 31, 2016 | filer | — | Payment for article |
| National Review - April 25, 2016 | filer | — | Payment for article |
| National Review - May 23, 2016 | filer | — | Payment for article |
| National Review - June 28, 2016 | filer | — | Payment for article |
| National Review - August 1, 2016 | filer | — | Payment for article |
| National Review - August 29, 2016 | filer | — | Payment for article |
| National Review - October 10, 2016 | filer | — | Payment for article |
| National Review - November 7, 2016 | filer | — | Payment for article |
| National Review - December 9, 2016 | filer | — | Payment for article |
| WSJ/ Dow Jones - March 4, 2016 | filer | — | Payment for article |
| National Review - March 6, 2017 | filer | — | Payment for article |
| Copyright for "Bubbleology," Crown Business, (value not readily ascertainable) | filer | — | — |
| Copyright for "Dow 36,000," Crown Business, (value not readily ascertainable) | filer | — | — |