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Est. Assets
$77K – $455K
Assets Disclosed
22
Est. Liabilities
$250K – $500K
Positions Held
2
| Palmer Square Income Plus EIF |
| spouse |
| $1,001 - $15,000 |
| — |
| DFA US Large Cap Value 1 EIF | spouse | $1,001 - $15,000 | — |
| T Rowe Price Mid Cap Growth EIF | spouse | $1,001 - $15,000 | — |
| Salient MLP Energy Infrastructure 2 Class 1 EIF | spouse | $1,001 - $15,000 | — |
| Vanguard Reit Index ADM EIF | spouse | $1,001 - $15,000 | — |
| Doubleline Total Return Bond 1 EIF | spouse | $1,001 - $15,000 | — |
| Principal Preferred Securities Inst EIF | spouse | $1,001 - $15,000 | — |
| Vanguard Intermediate Bond Index Term EIF | spouse | $1,001 - $15,000 | — |
| DFA US Small Cap EIF | spouse | $1,001 - $15,000 | — |
| Lazard US Corporate Income EIF | spouse | $1,001 - $15,000 | — |
| Northwestern Mutual Life Insurance (whole life) | filer | $1,001 - $15,000 | — |
| Vanguard Total Bond Market Index Fund (VBMFX) EIF | filer | $1,001 - $15,000 | VBMFX |
| DFA International Small Cap Value DISVX EIF | spouse | $1,001 - $15,000 | — |
| Dodge & Cox Income DODIX EIF | spouse | $1,001 - $15,000 | — |
| Goldman Sachs High Yield GSHIX EIF | spouse | $1,001 - $15,000 | — |
| Vanguard Prime Money Market (IRA) EIF | filer | $1,001 - $15,000 | IRA |
| Vanguard Prime Money Market EIF | filer | $1,001 - $15,000 | — |
| IVY International Core Equity EIF | spouse | None (or less than $1,001) | — |