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Est. Assets
$1.3M – $3.6M
Assets Disclosed
76
Est. Liabilities
$850K – $1.8M
Positions Held
5
| $100,001 - $250,000 |
| — |
| T. Rowe Price Asset Allocation Portfolio EIF | filer | $50,001 - $100,000 | — |
| BlackRock Large Cap Core EIF | spouse | $50,001 - $100,000 | — |
| BlackRock US Opportunites EIF | spouse | $50,001 - $100,000 | — |
| (S) Voya Secure Index Seven Fixed Annuity | filer | $50,001 - $100,000 | — |
| Dock in Moultonboro, NH | filer | $15,001 - $50,000 | — |
| BlackRock High Yield Bond EIF | spouse | $15,001 - $50,000 | — |
| Fidelity Advisor Strategic Income EIF | spouse | $15,001 - $50,000 | — |
| BlackRock Equity Dividend A EIF | spouse | $15,001 - $50,000 | — |
| Fidelity Advisor Small Cap A EIF | spouse | $15,001 - $50,000 | — |
| BlackRock Intl Opportunities A EIF | spouse | $15,001 - $50,000 | — |
| BlackRock US Opportunities Inv A EIF | spouse | $15,001 - $50,000 | — |
| Fidelity Advisor New Insights A EIF | spouse | $15,001 - $50,000 | — |
| American Funds Growth Fund of America EIF | filer | $15,001 - $50,000 | — |
| American Funds Bond Fund of America EIF | filer | $15,001 - $50,000 | — |
| BlackRock Intl Opportunities Inv A EIF | filer | $15,001 - $50,000 | — |
| BlackRock US Opportunities A EIF | filer | $15,001 - $50,000 | — |
| Ivy Bond Fund Class A EIF | filer | $15,001 - $50,000 | — |
| BlackRock Large Cap Core A EIF | filer | $15,001 - $50,000 | — |
| BlackRock Equity Dividend A EIF | filer | $15,001 - $50,000 | — |
| AST RCM World Trends Portfolio EIF | filer | $15,001 - $50,000 | — |
| AST Advanced Strategies Portfolio EIF | filer | $15,001 - $50,000 | — |
| AST FI Pyramis Quantitative Asset Allocation Portfolio EIF | filer | $15,001 - $50,000 | — |
| Vanguard Short Term Bond Index EIF | spouse | $1,001 - $15,000 | — |
| Vanguard Total Bond Market Index EIF | spouse | $1,001 - $15,000 | — |
| Cash Account | spouse | $1,001 - $15,000 | — |
| Fidelity Advisor Energy EIF | spouse | $1,001 - $15,000 | — |
| BlackRock Real Estate Sec Inv A EIF | spouse | $1,001 - $15,000 | — |
| Fidelity Advisor Small Cap A EIF | spouse | $1,001 - $15,000 | — |
| Fidelity Advisor New Insights A EIF | spouse | $1,001 - $15,000 | — |
| Maxex, LLC (multiseller to multibuyer residential mortgage exchange) | filer | $1,001 - $15,000 | — |
| Fidelity Gov't Money Market Capital Reserve EIF | spouse | $1,001 - $15,000 | — |
| Cash Account | filer | $1,001 - $15,000 | — |
| American High Income EIF | filer | $1,001 - $15,000 | — |
| American Funds Capital Income Builder EIF | filer | $1,001 - $15,000 | — |
| Credit Suisse Floating Rate High Income Instl EIF | filer | $1,001 - $15,000 | — |
| Goldman Sachs Small Cap Growth Insights EIF | filer | $1,001 - $15,000 | — |
| American Funds Intermediate Bond Fund of America EIF | filer | $1,001 - $15,000 | — |
| American Funds Investment Company of America EIF | filer | $1,001 - $15,000 | — |
| American Funds SmallCap World Fund EIF | filer | $1,001 - $15,000 | — |
| American Funds Washington Mutual Investors EIF | filer | $1,001 - $15,000 | — |
| TIAA Traditional | filer | $1,001 - $15,000 | — |
| Fidelity Govt Mmkt Capital Reserves CI EIF | filer | $1,001 - $15,000 | — |
| BlackRock High Yield Bond Investor A EIF | filer | $1,001 - $15,000 | — |
| Ivy High Income A EIF | filer | $1,001 - $15,000 | — |
| BlackRock Small Cap Growth IIA EIF | filer | $1,001 - $15,000 | — |
| Schwab S&P 500 Index EIF | spouse | $1,001 - $15,000 | — |
| Vanguard Growth Index Admiral EIF | spouse | $1,001 - $15,000 | — |
| Vanguard Value Index EIF | spouse | $1,001 - $15,000 | — |
| Schwab Fundamental US Small Co EIF | spouse | $1,001 - $15,000 | — |
| Vanguard Mid Cap Value Index EIF | spouse | $1,001 - $15,000 | — |
| Vanguard Small Cap Value Index EIF | spouse | $1,001 - $15,000 | — |
| Schwab Fundamental Intl Small Co EIF | spouse | $1,001 - $15,000 | — |
| Schwab International Index EIF | spouse | $1,001 - $15,000 | — |
| Vanguard Emerging Mkt Stock EIF | spouse | $1,001 - $15,000 | — |
| Vanguard REIT Index EIF | spouse | $1,001 - $15,000 | — |
| Schwab Treasury Infl Protected Sec EIF | spouse | $1,001 - $15,000 | — |
| Vanguard Interm Term Govt Bond Index EIF | spouse | $1,001 - $15,000 | — |
| Prudential Flexible Managed Portfolio EIF | filer | $1,001 - $15,000 | — |
| J. Ronald Terwilliger Foundation for Housing America's Families | filer | — | Salary |
| Prudential Variable Annuity | filer | — | — |
| (S) McAdam Individual Retirement Account | spouse | — | — |
| Dougherty Financial Group LLC Employee 401K Plan (Charles Schwab) | spouse | — | — |
| Dougherty Mortgage, LLC (Multifamily Mortgage (Debt Financing)) | spouse | — | salary, bonus |
| AXA IRA | filer | — | — |
| (S) Prudential Variable Annuity | filer | — | — |
| The Reinvestment Fund | filer | — | Director fees. |
| McAdam Individual Retirement Account | filer | — | — |
| (S) LPL Financial Variable Annuity | filer | — | — |
| Urban Land Institute 403B TDA Plan | filer | — | — |
| LPL Financial SEP IRA | filer | — | — |
| (S) McAdam Roth IRA | spouse | — | — |