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Est. Assets
$3.0M – $9.8M
Assets Disclosed
67
Est. Liabilities
$350K – $750K
Positions Held
1
| Vanguard Prime Money Market EIF | $100,001 - $250,000 | — |
| Vanguard PRIMECAP Core EIF | $100,001 - $250,000 | — |
| Vanguard Dividend Growth Inv EIF | $50,001 - $100,000 | — |
| T. Rowe Price Global Technology EIF | $50,001 - $100,000 | — |
| U. S. Brokerage Money Market | $50,001 - $100,000 | — |
| Vanguard Short-Term Investment Grade Adm EIF | $50,001 - $100,000 | — |
| Vanguard Prime Money Market EIF | $50,001 - $100,000 | — |
| Vanguard Wellington Admiral EIF | $50,001 - $100,000 | — |
| Vanguard Mid-Cap Value Index Admiral EIF | $50,001 - $100,000 | — |
| Vanguard Intermediate-Term Bond Index Admiral Shares EIF | $50,001 - $100,000 | — |
| Vanguard Capital Opportunity Admiral EIF | $50,001 - $100,000 | — |
| Vanguard International Explorer EIF | $50,001 - $100,000 | — |
| Vanguard Mid-Cap Value Index Admiral EIF | $50,001 - $100,000 | — |
| Hoover, AL Bond | $15,001 - $50,000 | Interest |
| Madison, AL Bond | $15,001 - $50,000 | Interest |
| U. S. Brokerage Money Market | $15,001 - $50,000 | — |
| Vanguard Total Stock Market Index Admiral Shares EIF | $15,001 - $50,000 | — |
| Vanguard Total Stock Market Index Admiral Shares EIF | $15,001 - $50,000 | — |
| Birmingham, AL Bond | $15,001 - $50,000 | Interest |
| Daphne, AL Bond | $15,001 - $50,000 | Interest |
| Center Coast MLP Focus C Mutual Fund EIF | $15,001 - $50,000 | — |
| Oppenheimer Rochester Limited Term Municipal A EIF | $15,001 - $50,000 | — |
| Vanguard Health Care EIF | $15,001 - $50,000 | — |
| Vanguard Intermediate-Term Tax Exempt EIF | $15,001 - $50,000 | — |
| Vanguard International Growth EIF | $15,001 - $50,000 | — |
| Vanguard Small-Cap Growth Index Admiral EIF | $15,001 - $50,000 | — |
| Vanguard Dividend Growth Inv EIF | $15,001 - $50,000 | — |
| Vanguard Health Care EIF | $15,001 - $50,000 | — |
| Vanguard Small-Cap Index Admiral Shares EIF | $15,001 - $50,000 | — |
| Auburn University, AL Bond | $15,001 - $50,000 | Interest |
| Jackson County, AL Bond | $15,001 - $50,000 | Interest |
| University of AL at Birmingham Bond | $15,001 - $50,000 | Interest |
| Scottsboro, AL Bond | $15,001 - $50,000 | Interest |
| Shelby County, AL Bond | $15,001 - $50,000 | Interest |
| Petrobras Global Finance Bond | $15,001 - $50,000 | Interest |
| OPI Steelpath MLP SEL 40C Mutual Fund EIF | $15,001 - $50,000 | — |
| Monroe County, AL timber land | $15,001 - $50,000 | — |
| Choctaw County, AL mineral rights (oil) leased circa 1969 to Pruet Exploration Co., Jackson, MS, currently in Turkey Creek Oil Field producing Unit | $15,001 - $50,000 | Royalty 2015 & 2016 |
| Choctaw County AL mineral rights (oil) leased to Chief Capital (O&G) LLC Dallas TX on 1/20/15 for 3 yrs | $15,001 - $50,001 | Lease Bonus |
| Choctaw, Monroe & Wilcox Counties, AL unleased and undeveloped mineral rights under fee simple land ownership or minerals only with no surface ownership | $15,001 - $50,002 | — |
| Monroe County, AL residential property | $15,001 - $50,001 | — |
| U. S. Bank Account #2 (cash) | $1,001 - $15,000 | — |
| Petrobras Intl Fin Co Bond | $1,001 - $15,000 | Interest |
| Morgan County, AL Bond | $1,001 - $15,000 | Interest |
| Limestone County, AL Bond | $1,001 - $15,000 | Interest |
| Tuscaloosa, AL Bond | $1,001 - $15,000 | Interest |
| U. S. Bank Account #1 (cash) | $1,001 - $15,000 | — |
| Orange Beach, AL Bond | $1,001 - $15,000 | Interest |
| Sheffield, AL Bond | $1,001 - $15,000 | Interest |
| University of AL Bond | $1,001 - $15,000 | Interest |
| Vanguard Prime Money Market EIF | $1,001 - $15,000 | — |
| Vanguard Total International Stock Index Admiral Shares EIF | $1,001 - $15,000 | — |
| Vanguard Total Stock Market Index Admiral Shares EIF | $1,001 - $15,000 | — |
| Huntsville, AL Bond | $1,001 - $15,000 | Interest |
| Alabama Schools Bond | None (or less than $1,001) | Interest |
| Vanguard European Stock Index Admiral EIF | None (or less than $1,001) | — |
| Vanguard REIT Index Fund Admiral EIF | None (or less than $1,001) | — |
| Vanguard Selected Value Fund EIF | None (or less than $1,001) | — |
| Vanguard Emerging Markets Stk Index Admiral EIF | None (or less than $1,001) | — |
| Vanguard European Stock Index Admiral EIF | None (or less than $1,001) | — |
| Vanguard Selected Value Fund EIF | None (or less than $1,001) | — |
| Choctaw County, AL Bond | None (or less than $1,001) | Interest |