—
Net Worth Est.
$2.67MTrade volume
$0Total trades
-----Last Traded
----Real Property
$1.58M
Bank Accounts, Money Market Accounts and CDs
$772.01K
Mutual Funds
$97K
Exchange Traded Funds (ETF)
$82K
Defined Benefit Pension
$75K
Ticker | Amount | Owner | Income | Income Type | Filing Year |
|---|---|---|---|---|---|
![MSW Communications, LLC [RP]](https://quiver-logos.s3.us-east-2.amazonaws.com/placeholder_white.png){kind=small} - MSW Communications, LLC [RP]Real Property | $500,001 - $1,000,000 | JT | $15,001 - $50,000 | Rent | 2019 |
- Tower Property [RP]Real Property | $250,001 - $500,000 | JT | $15,001 - $50,000 | Rent | 2019 |
- Columbia Gorge Broadcasters [RP]Real Property | $250,001 - $500,000 | JT | 2019 | ||
- Spousal IRA ⇒ Fidelity Core FDIC Insured Deposit Sweep [BA]Bank Accounts, Money Market Accounts and CDs | $100,001 - $250,000 | Tax-Deferred | 2019 | ||
- Personal Trust ⇒ Cascade Central Credit Union money market [BA]Bank Accounts, Money Market Accounts and CDs | $100,001 - $250,000 | $201 - $1,000 | Interest | 2019 | |
- Congressional Federal Credit Union - various accounts [BA]Bank Accounts, Money Market Accounts and CDs | $100,001 - $250,000 | JT | $1,001 - $2,500 | Interest | 2019 |
- State of Oregon PERS [DB]Defined Benefit Pension | $50,001 - $100,000 | 2019 | |||
- Home lot: 2909 Hidden Valley Dr. [RP]Real Property | $50,001 - $100,000 | JT | 2019 | ||
- Spousal Trust ⇒ Cascade Central Credit Union money market [BA]Bank Accounts, Money Market Accounts and CDs | $50,001 - $100,000 | $201 - $1,000 | Interest | 2019 | |
- Cascade Central Credit Union money market [BA]Bank Accounts, Money Market Accounts and CDs | $50,001 - $100,000 | JT | $201 - $1,000 | Interest | 2019 |
- Spousal Trust ⇒ Fidelity tax-free money market [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | $1 - $200 | Interest | 2019 | |
- Personal IRA ⇒ Vanguard Target Retirement 2020 Investor CL [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2019 | ||
- Continental Resources, Inc. [OT]Other | $15,001 - $50,000 | SP | $5,001 - $15,000 | Royalty | 2019 |
- Columbia State Bank-various accounts [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | JT | $1 - $200 | Interest | 2019 |
- iShares by Blackrock Core S&P 500 IVV [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | SP | $201 - $1,000 | Dividends | 2019 |
- Spousal IRA ⇒ Vanguard Target Retirement 2025 Investor CL [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2019 | ||
- Spousal IRA ⇒ iShares by Blackrock Core S&P 500 IVV [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | Tax-Deferred | 2019 | ||
- Personal Trust ⇒ Fidelity tax-free money market [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | $1 - $200 | Interest | 2019 | |
- iShares by Blackrock Core S&P 500 IVV [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | $201 - $1,000 | Dividends | 2019 | |
- Personal IRA ⇒ Cascade Central Credit Union [IH]IRA (Held in Cash) | $1,001 - $15,000 | Tax-Deferred | 2019 | ||
- Personal IRA ⇒ iShares by Blackrock Core S&P IVV [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | Tax-Deferred | 2019 | ||
- Personal Trust ⇒ Edward Jones CASH Account [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | $1 - $200 | Interest | 2019 | |
WVVIP Personal Trust ⇒ Willamette Valley Vineyards, Inc. - Series A Redeemable Preferred Stock (WVVIP) [ST]Stocks | $1,001 - $15,000 | $1 - $200 | Dividends | 2019 | |
- Spousal IRA ⇒ Cascade Central Credit Union [IH]IRA (Held in Cash) | $1,001 - $15,000 | Tax-Deferred | 2019 | ||
- Spousal Trust ⇒ Edward Jones CASH Account [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | $1 - $200 | Interest | 2019 | |
WVVIP Spousal Trust ⇒ Willamette Valley Vineyards, Inc. - Series A Redeemable Preferred Stock (WVVIP) [ST]Stocks | $1,001 - $15,000 | $1 - $200 | Dividends | 2019 | |
- Vanguard REIT Index Admiral CL [MF]Mutual Funds | $1,001 - $15,000 | SP | $201 - $1,000 | Dividends | 2019 |
- Vanguard Target Retirement 2020 Investor CL [MF]Mutual Funds | $1,001 - $15,000 | $201 - $1,000 | Dividends | 2019 | |
- Vanguard Target Retirement 2025 Investor CL [MF]Mutual Funds | $1,001 - $15,000 | SP | $201 - $1,000 | Dividends | 2019 |
- Vanguard Target Retirement 2030 Investor CL [MF]Mutual Funds | $1,001 - $15,000 | $201 - $1,000 | Dividends | 2019 | |
- Wells Fargo checking account [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | JT | $1 - $200 | Interest | 2019 |
- Spousal IRA ⇒ iShares by Blackrock Core S&P Small Cap [EF]Exchange Traded Funds (ETF) | $1 - $1,000 | Tax-Deferred | 2019 | ||
- Personal IRA ⇒ iShares by Blackrock Core S&P Small Cap [EF]Exchange Traded Funds (ETF) | $1 - $1,000 | Tax-Deferred | 2019 | ||
- MSW Communications, LLC [RP]Real Property | $500,001 - $1,000,000 | JT | $15,001 - $50,000 | Rent | 2018 |
- Tower Property [RP]Real Property | $250,001 - $500,000 | JT | $15,001 - $50,000 | Rent | 2018 |
- Columbia Gorge Broadcasters [RP]Real Property | $250,001 - $500,000 | JT | 2018 | ||
- Personal Trust ⇒ Cascade Central Credit Union money market [BA]Bank Accounts, Money Market Accounts and CDs | $100,001 - $250,000 | $201 - $1,000 | Interest | 2018 | |
- Spousal IRA ⇒ Fidelity Core FDIC Insured Deposit Sweep [BA]Bank Accounts, Money Market Accounts and CDs | $100,001 - $250,000 | Tax-Deferred | 2018 | ||
- Congressional Federal Credit Union - various accounts [BA]Bank Accounts, Money Market Accounts and CDs | $100,001 - $250,000 | JT | $1,001 - $2,500 | Interest | 2018 |
- State of Oregon PERS [DB]Defined Benefit Pension | $50,001 - $100,000 | 2018 | |||
- Cascade Central Credit Union money market [BA]Bank Accounts, Money Market Accounts and CDs | $50,001 - $100,000 | JT | $201 - $1,000 | Interest | 2018 |
- Spousal Trust ⇒ Cascade Central Credit Union money market [BA]Bank Accounts, Money Market Accounts and CDs | $50,001 - $100,000 | $201 - $1,000 | Interest | 2018 | |
- Home lot: 2909 Hidden Valley Dr. [RP]Real Property | $15,001 - $50,000 | JT | 2018 | ||
- Columbia State Bank-various accounts [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | JT | $1 - $200 | Interest | 2018 |
- Spousal IRA ⇒ Vanguard Target Retirement 2025 Investor CL [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2018 | ||
- Continental Resources, Inc. [OT]Other | $15,001 - $50,000 | SP | $5,001 - $15,000 | Royalty | 2018 |
- Spousal Trust ⇒ Fidelity tax-free money market [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | $1 - $200 | Interest | 2018 | |
- Personal IRA ⇒ Vanguard Target Retirement 2020 Investor CL [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2018 | ||
- Wells Fargo checking account [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | JT | $1 - $200 | Interest | 2018 |
- iShares by Blackrock Core S&P 500 IVV [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | $201 - $1,000 | Dividends | 2018 | |
- iShares by Blackrock Core S&P 500 IVV [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | SP | $201 - $1,000 | Dividends | 2018 |
- Personal IRA ⇒ Cascade Central Credit Union [IH]IRA (Held in Cash) | $1,001 - $15,000 | Tax-Deferred | 2018 | ||
- Personal IRA ⇒ iShares by Blackrock Core S&P IVV [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | Tax-Deferred | 2018 | ||
- Personal Trust ⇒ Edward Jones CASH Account [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | $1 - $200 | Interest | 2018 | |
- Personal Trust ⇒ Fidelity tax-free money market [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | $1 - $200 | Interest | 2018 | |
WVVIP Personal Trust ⇒ Willamette Valley Vineyards, Inc. - Series A Redeemable Preferred Stock (WVVIP) [ST]Stocks | $1,001 - $15,000 | $1 - $200 | Dividends | 2018 | |
- Spousal IRA ⇒ Cascade Central Credit Union [IH]IRA (Held in Cash) | $1,001 - $15,000 | Tax-Deferred | 2018 | ||
- Spousal IRA ⇒ iShares by Blackrock Core S&P 500 IVV [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | Tax-Deferred | 2018 | ||
- Spousal Trust ⇒ Edward Jones CASH Account [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | $1 - $200 | Interest | 2018 | |
- Vanguard REIT Index Admiral CL [MF]Mutual Funds | $1,001 - $15,000 | SP | $201 - $1,000 | Dividends | 2018 |
- Vanguard Target Retirement 2020 Investor CL [MF]Mutual Funds | $1,001 - $15,000 | $201 - $1,000 | Dividends | 2018 | |
- Vanguard Target Retirement 2025 Investor CL [MF]Mutual Funds | $1,001 - $15,000 | SP | $201 - $1,000 | Dividends | 2018 |
- Vanguard Target Retirement 2030 Investor CL [MF]Mutual Funds | $1,001 - $15,000 | $201 - $1,000 | Dividends | 2018 | |
WVVIP Spousal Trust ⇒ Willamette Valley Vineyards, Inc. - Series A Redeemable Preferred Stock (WVVIP) [ST]Stocks | $1,001 - $15,000 | $1 - $200 | Dividends | 2018 | |
- Personal IRA ⇒ iShares by Blackrock Core S&P Small Cap [EF]Exchange Traded Funds (ETF) | $1 - $1,000 | Tax-Deferred | 2018 | ||
- Spousal IRA ⇒ iShares by Blackrock Core S&P Small Cap [EF]Exchange Traded Funds (ETF) | $1 - $1,000 | Tax-Deferred | 2018 | ||
- Spousal Trust ⇒ Portland, OR Sewer System First Lien Series A Refunding Revenue Bond [GS]Government Securities and Agency Debt | None | $201 - $1,000 | Interest | 2018 | |
- Personal Trust ⇒ Portland, OR Sewer System First Lien Series A Refunding Revenue Bond [GS]Government Securities and Agency Debt | None | $201 - $1,000 | Interest | 2018 | |
- MSW Communications, LLC [RP]Real Property | $500,001 - $1,000,000 | JT | $5,001 - $15,000 | Rent | 2017 |
- Columbia Gorge Broadcasters [RP]Real Property | $250,001 - $500,000 | JT | 2017 | ||
- Tower Property [RP]Real Property | $250,001 - $500,000 | JT | $15,001 - $50,000 | Rent | 2017 |
- Personal Trust ⇒ Cascade Central Credit Union money market [BA]Bank Accounts, Money Market Accounts and CDs | $100,001 - $250,000 | $201 - $1,000 | Interest | 2017 | |
- Congressional Federal Credit Union - various accounts [BA]Bank Accounts, Money Market Accounts and CDs | $100,001 - $250,000 | JT | $1,001 - $2,500 | Interest | 2017 |
- Spousal IRA ⇒ Fidelity Core FDIC Insured Deposit Sweep [BA]Bank Accounts, Money Market Accounts and CDs | $100,001 - $250,000 | Tax-Deferred | 2017 | ||
- Cascade Central Credit Union money market [BA]Bank Accounts, Money Market Accounts and CDs | $50,001 - $100,000 | JT | $201 - $1,000 | Interest | 2017 |
- State of Oregon PERS [DB]Defined Benefit Pension | $50,001 - $100,000 | 2017 | |||
- Spousal Trust ⇒ Cascade Central Credit Union money market [BA]Bank Accounts, Money Market Accounts and CDs | $50,001 - $100,000 | $201 - $1,000 | Interest | 2017 | |
- Spousal Trust ⇒ Fidelity tax-free money market [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | $1 - $200 | Interest | 2017 | |
- Spousal IRA ⇒ Vanguard Target Retirement 2025 Investor CL [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2017 | ||
- Columbia State Bank-various accounts [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | JT | $1 - $200 | Interest | 2017 |
- Personal IRA ⇒ Vanguard Target Retirement 2020 Investor CL [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2017 | ||
- Home lot: 2909 Hidden Valley Dr. [RP]Real Property | $15,001 - $50,000 | JT | 2017 | ||
- Wells Fargo checking account [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | JT | $1 - $200 | Interest | 2017 |
- Continental Resources, Inc. [OT]Other | $1,001 - $15,000 | SP | $201 - $1,000 | Royalty | 2017 |
- iShares by Blackrock Core S&P 500 IVV [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | $201 - $1,000 | Dividends | 2017 | |
- iShares by Blackrock Core S&P 500 IVV [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | SP | $201 - $1,000 | Dividends | 2017 |
- Personal IRA ⇒ iShares by Blackrock Core S&P IVV [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | Tax-Deferred | 2017 | ||
- Personal Trust ⇒ Fidelity tax-free money market [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | $1 - $200 | Interest | 2017 | |
- Personal Trust ⇒ Portland, OR Sewer System First Lien Series A Refunding Revenue Bond [GS]Government Securities and Agency Debt | $1,001 - $15,000 | $201 - $1,000 | Interest | 2017 | |
WVVIP Personal Trust ⇒ Willamette Valley Vineyards, Inc. - Series A Redeemable Preferred Stock (WVVIP) [ST]Stocks | $1,001 - $15,000 | $1 - $200 | Dividends | 2017 | |
- Spousal IRA ⇒ Cascade Central Credit Union [IH]IRA (Held in Cash) | $1,001 - $15,000 | Tax-Deferred | 2017 | ||
- Spousal IRA ⇒ iShares by Blackrock Core S&P 500 IVV [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | Tax-Deferred | 2017 | ||
- Spousal Trust ⇒ Portland, OR Sewer System First Lien Series A Refunding Revenue Bond [GS]Government Securities and Agency Debt | $1,001 - $15,000 | $201 - $1,000 | Interest | 2017 | |
WVVIP Spousal Trust ⇒ Willamette Valley Vineyards, Inc. - Series A Redeemable Preferred Stock (WVVIP) [ST]Stocks | $1,001 - $15,000 | $1 - $200 | Dividends | 2017 | |
- Vanguard Target Retirement 2030 Investor CL [MF]Mutual Funds | $1,001 - $15,000 | $201 - $1,000 | Dividends | 2017 | |
- Personal IRA ⇒ Cascade Central Credit Union [IH]IRA (Held in Cash) | $1,001 - $15,000 | Tax-Deferred | 2017 | ||
- Vanguard REIT Index Admiral CL [MF]Mutual Funds | $1,001 - $15,000 | SP | $201 - $1,000 | Dividends | 2017 |
- Vanguard Target Retirement 2020 Investor CL [MF]Mutual Funds | $1,001 - $15,000 | $201 - $1,000 | Dividends | 2017 | |
- Vanguard Target Retirement 2025 Investor CL [MF]Mutual Funds | $1,001 - $15,000 | SP | $201 - $1,000 | Dividends | 2017 |
- Spousal IRA ⇒ iShares by Blackrock Core S&P Small Cap [EF]Exchange Traded Funds (ETF) | $1 - $1,000 | Tax-Deferred | 2017 | ||
- Personal IRA ⇒ iShares by Blackrock Core S&P Small Cap [EF]Exchange Traded Funds (ETF) | $1 - $1,000 | Tax-Deferred | 2017 | ||
- MSW Communications, LLC | $500,001 - $1,000,000 | JT | $5,001 - $15,000 | Rent | 2016 |
- Tower Property | $250,001 - $500,000 | JT | $15,001 - $50,000 | Rent | 2016 |
- Columbia Gorge Broadcasters | $250,001 - $500,000 | JT | 2016 | ||
- Personal Trust ⇒ Cascade Central Credit Union money market | $100,001 - $250,000 | $201 - $1,000 | Interest | 2016 | |
- Congressional Federal Credit Union - various accounts | $100,001 - $250,000 | JT | $1,001 - $2,500 | Interest | 2016 |
- Fidelity Core Tax-Free Money Market | $100,001 - $250,000 | SP | Tax-Deferred | 2016 | |
- Cascade Central Credit Union money market | $50,001 - $100,000 | JT | $201 - $1,000 | Interest | 2016 |
- Spousal Trust ⇒ Cascade Central Credit Union money market | $50,001 - $100,000 | $201 - $1,000 | Interest | 2016 | |
- Columbia State Bank-various accounts | $50,001 - $100,000 | JT | $1 - $200 | Interest | 2016 |
- State of Oregon PERS | $50,001 - $100,000 | 2016 | |||
- Home lot: 2909 Hidden Valley Dr. | $15,001 - $50,000 | JT | 2016 | ||
- Wells Fargo checking account | $15,001 - $50,000 | JT | $1 - $200 | Interest | 2016 |
- Spousal Trust ⇒ Fidelity tax-free money market | $15,001 - $50,000 | $1 - $200 | Interest | 2016 | |
- Vanguard Target Retirement 2020 Investor | $1,001 - $15,000 | CL | $201 - $1,000 | Dividends | 2016 |
- Vanguard Target Retirement 2025 Investor CL | $1,001 - $15,000 | SP | $201 - $1,000 | Dividends | 2016 |
- Vanguard Target Retirement 2030 Investor | $1,001 - $15,000 | CL | $201 - $1,000 | Dividends | 2016 |
- Continental Resources, Inc. | $1,001 - $15,000 | SP | $201 - $1,000 | Royalty | 2016 |
- iShares by Blackrock Core S&P 500 IVV | $1,001 - $15,000 | $201 - $1,000 | Dividends | 2016 | |
- iShares by Blackrock Core S&P 500 IVV | $1,001 - $15,000 | SP | $201 - $1,000 | Dividends | 2016 |
- Personal IRA ⇒ Cascade Central Credit Union | $1,001 - $15,000 | Tax-Deferred | 2016 | ||
- Personal IRA ⇒ iShares by Blackrock Core S&P IVV | $1,001 - $15,000 | Tax-Deferred | 2016 | ||
- Personal IRA ⇒ Vanguard Target Retirement 2020 Investor | $1,001 - $15,000 | CL | Tax-Deferred | 2016 | |
- Personal Trust ⇒ Fidelity tax-free money market | $1,001 - $15,000 | $1 - $200 | Interest | 2016 | |
- Personal Trust ⇒ Portland, OR Sewer System First Lien Series A Refunding Revenue Bond | $1,001 - $15,000 | $201 - $1,000 | Interest | 2016 | |
- Spousal IRA ⇒ Cascade Central Credit Union | $1,001 - $15,000 | Tax-Deferred | 2016 | ||
- Spousal IRA ⇒ iShares by Blackrock Core S&P 500 IVV | $1,001 - $15,000 | Tax-Deferred | 2016 | ||
- Spousal IRA ⇒ Vanguard Target Retirement 2025 Investor | $1,001 - $15,000 | CL | Tax-Deferred | 2016 | |
- Spousal Trust ⇒ Portland, OR Sewer System First Lien Series A Refunding Revenue Bond | $1,001 - $15,000 | $201 - $1,000 | Interest | 2016 | |
- Vanguard REIT Index Admiral CL | $1,001 - $15,000 | SP | $201 - $1,000 | Dividends | 2016 |
- Spousal IRA ⇒ iShares by Blackrock Core S&P Small Cap | $1 - $1,000 | Tax-Deferred | 2016 | ||
- Personal IRA ⇒ iShares by Blackrock Core S&P Small Cap | $1 - $1,000 | Tax-Deferred | 2016 | ||
- MSW Communications, LLC | $500,001 - $1,000,000 | JT | $5,001 - $15,000 | Rent | 2015 |
- Tower Property | $250,001 - $500,000 | JT | $15,001 - $50,000 | Rent | 2015 |
- Columbia Gorge Broadcasters | $250,001 - $500,000 | JT | 2015 | ||
- Fidelity Core Tax-Free Money Market | $100,001 - $250,000 | SP | Tax-Deferred | 2015 | |
- Columbia State Bank-various accounts | $100,001 - $250,000 | JT | $1 - $200 | Interest | 2015 |
- Congressional Federal Credit Union - various accounts | $100,001 - $250,000 | JT | $201 - $1,000 | Interest | 2015 |
- Personal Trust ⇒ Cascade Central Credit Union money market | $100,001 - $250,000 | $201 - $1,000 | Interest | 2015 | |
- Cascade Central Credit Union money market | $50,001 - $100,000 | JT | $201 - $1,000 | Interest | 2015 |
- Spousal Trust ⇒ Cascade Central Credit Union money market | $50,001 - $100,000 | $201 - $1,000 | Interest | 2015 | |
- Spousal Trust ⇒ Fidelity tax-free money market | $15,001 - $50,000 | $1 - $200 | Interest | 2015 | |
- Home lot: 2909 Hidden Valley Dr. | $15,001 - $50,000 | JT | 2015 | ||
- State of Oregon PERS | $15,001 - $50,000 | 2015 | |||
- Personal IRA ⇒ Cascade Central Credit Union | $1,001 - $15,000 | Tax-Deferred | 2015 | ||
- Personal IRA ⇒ iShares by Blackrock Core S&P IVV | $1,001 - $15,000 | Tax-Deferred | 2015 | ||
- Personal IRA ⇒ Vanguard Target Retirement 2020 Investor | $1,001 - $15,000 | CL | Tax-Deferred | 2015 | |
- Personal Trust ⇒ Fidelity tax-free money market | $1,001 - $15,000 | $1 - $200 | Interest | 2015 | |
- Personal Trust ⇒ Portland, OR Sewer System First Lien Series A Refunding Revenue Bond | $1,001 - $15,000 | $201 - $1,000 | Interest | 2015 | |
- Spousal IRA ⇒ Cascade Central Credit Union | $1,001 - $15,000 | Tax-Deferred | 2015 | ||
- Spousal IRA ⇒ Vanguard Target Retirement 2025 Investor | $1,001 - $15,000 | CL | Tax-Deferred | 2015 | |
- Wells Fargo checking account | $1,001 - $15,000 | JT | $1 - $200 | Interest | 2015 |
- Edward Jones Money Market Fund | $1,001 - $15,000 | JT | Interest | 2015 | |
- iShares by Blackrock Core S&P 500 IVV | $1,001 - $15,000 | SP | $201 - $1,000 | Dividends | 2015 |
- iShares by Blackrock Core S&P 500 IVV | $1,001 - $15,000 | $201 - $1,000 | Dividends | 2015 | |
- American Funds Money Market Fund A | $1,001 - $15,000 | SP | 2015 | ||
- Vanguard Target Retirement 2025 Investor CL | $1,001 - $15,000 | SP | $201 - $1,000 | Dividends | 2015 |
- Vanguard Target Retirement 2030 Investor | $1,001 - $15,000 | CL | $201 - $1,000 | Dividends | 2015 |
- Continental Resources, Inc. | $1,001 - $15,000 | SP | $201 - $1,000 | Royalty | 2015 |
- Spousal Trust ⇒ Portland, OR Sewer System First Lien Series A Refunding Revenue Bond | $1,001 - $15,000 | $201 - $1,000 | Interest | 2015 | |
- Spousal IRA ⇒ iShares by Blackrock Core S&P 500 IVV | $1,001 - $15,000 | Tax-Deferred | 2015 | ||
- Vanguard REIT Index Admiral CL | $1,001 - $15,000 | SP | $201 - $1,000 | Dividends | 2015 |
- Vanguard Target Retirement 2020 Investor | $1,001 - $15,000 | CL | $201 - $1,000 | Dividends | 2015 |
- Spousal IRA ⇒ iShares by Blackrock Core S&P Small Cap | $1 - $1,000 | Tax-Deferred | 2015 | ||
- Personal IRA ⇒ iShares by Blackrock Core S&P Small Cap | $1 - $1,000 | Tax-Deferred | 2015 | ||
- Columbia Gorge Community College Bond | None | $201 - $1,000 | Interest | 2015 | |
- MSW Communications, LLC | $500,001 - $1,000,000 | JT | $5,001 - $15,000 | Rent | 2014 |
- Columbia Gorge Broadcasters | $250,001 - $500,000 | JT | 2014 | ||
- Tower Property | $250,001 - $500,000 | JT | $15,001 - $50,000 | Rent | 2014 |
- Personal IRA ⇒ American Funds Money Market Fund A | $100,001 - $250,000 | Tax-Deferred | 2014 | ||
- Spousal Trust ⇒ Cascade Central Credit Union money market | $100,001 - $250,000 | $201 - $1,000 | Interest | 2014 | |
- Congressional Federal Credit Union - various accounts | $100,001 - $250,000 | JT | $201 - $1,000 | Interest | 2014 |
- Columbia State Bank-various accounts | $100,001 - $250,000 | JT | $1 - $200 | Interest | 2014 |
- Spousal IRA ⇒ American Funds Money Market Fund A | $100,001 - $250,000 | Tax-Deferred | 2014 | ||
- Personal Trust ⇒ Cascade Central Credit Union money market | $100,001 - $250,000 | $201 - $1,000 | Interest | 2014 | |
- Cascade Central Credit Union money market | $50,001 - $100,000 | JT | $201 - $1,000 | Interest | 2014 |
- American Funds Money Market Fund A | $15,001 - $50,000 | 2014 | |||
- Spousal Trust ⇒ Fidelity tax-free money market | $15,001 - $50,000 | $1 - $200 | Interest | 2014 | |
- State of Oregon PERS | $15,001 - $50,000 | 2014 | |||
- Columbia Gorge Community College Bond | $15,001 - $50,000 | $201 - $1,000 | Interest | 2014 | |
- Edward Jones cash account | $15,001 - $50,000 | Interest | 2014 | ||
- Edwards Jones cash | $15,001 - $50,000 | SP | Interest | 2014 | |
- American Funds Money Market Fund A | $15,001 - $50,000 | SP | 2014 | ||
- Home lot: 2909 Hidden Valley Dr. | $15,001 - $50,000 | JT | 2014 | ||
- Spousal Trust ⇒ Portland, OR Sewer System First Lien Series A Refunding Revenue Bond | $1,001 - $15,000 | $201 - $1,000 | Interest | 2014 | |
- iShares by Blackrock Core S&P 500 IVV | $1,001 - $15,000 | SP | $1 - $200 | Dividends | 2014 |
- iShares by Blackrock S&P 500 IVV | $1,001 - $15,000 | Dividends | 2014 | ||
- Vanguard Prime Money Market Fund | $1,001 - $15,000 | Interest | 2014 | ||
- Wells Fargo checking account | $1,001 - $15,000 | JT | $1 - $200 | Interest | 2014 |
- Personal IRA ⇒ iShares by Blackrock Core S&P IVV | $1,001 - $15,000 | Tax-Deferred | 2014 | ||
- Personal IRA ⇒ Cascade Central Credit Union | $1,001 - $15,000 | Tax-Deferred | 2014 | ||
- Continental Resources, Inc. | $1,001 - $15,000 | SP | Royalty | 2014 | |
- Personal Trust ⇒ Portland, OR Sewer System First Lien Series A Refunding Revenue Bond | $1,001 - $15,000 | $201 - $1,000 | Interest | 2014 | |
- Spousal IRA ⇒ Cascade Central Credit Union | $1,001 - $15,000 | Tax-Deferred | 2014 | ||
- Spousal IRA ⇒ iShares by Blackrock Core S&P 500 IVV | $1,001 - $15,000 | Tax-Deferred | 2014 | ||
- Personal Trust ⇒ Fidelity tax-free money market | $1,001 - $15,000 | $1 - $200 | Interest | 2014 | |
- Personal IRA ⇒ iShares by Blackrock Core S&P Small Cap | $1 - $1,000 | Tax-Deferred | 2014 | ||
- Spousal IRA ⇒ iShares by Blackrock Core S&P Small Cap | $1 - $1,000 | Tax-Deferred | 2014 | ||
- MSW Communications, LLC | $500,001 - $1,000,000 | JT | $5,001 - $15,000 | Rent | 2013 |
- Tower Property | $250,001 - $500,000 | JT | $15,001 - $50,000 | Rent | 2013 |
- Columbia Gorge Broadcasters | $250,001 - $500,000 | JT | 2013 | ||
- Spousal Trust ⇒ Cascade Central Credit Union money market | $100,001 - $250,000 | $201 - $1,000 | Interest | 2013 | |
- Personal IRA ⇒ American Funds Money Market Fund A | $100,001 - $250,000 | Tax-Deferred | 2013 | ||
- Spousal IRA ⇒ American Funds Money Market Fund A | $100,001 - $250,000 | Tax-Deferred | 2013 | ||
- Congressional Federal Credit Union - various accounts | $100,001 - $250,000 | JT | $201 - $1,000 | Interest | 2013 |
- Personal Trust ⇒ Cascade Central Credit Union money market | $100,001 - $250,000 | $201 - $1,000 | Interest | 2013 | |
- Columbia State Bank-various accounts | $100,001 - $250,000 | JT | $1 - $200 | Interest | 2013 |
- Cascade Central Credit Union money market | $50,001 - $100,000 | JT | $201 - $1,000 | Interest | 2013 |
- American Funds Money Market Fund A | $15,001 - $50,000 | 2013 | |||
- American Funds Money Market Fund A | $15,001 - $50,000 | SP | 2013 | ||
- Columbia Gorge Community College Bond | $15,001 - $50,000 | $201 - $1,000 | Interest | 2013 | |
- Home lot: 2909 Hidden Valley Dr. | $15,001 - $50,000 | JT | 2013 | ||
- Personal IRA ⇒ Cascade Central Credit Union | $15,001 - $50,000 | Tax-Deferred | 2013 | ||
- Personal Trust ⇒ Fidelity tax-free money market | $15,001 - $50,000 | $1 - $200 | Interest | 2013 | |
- State of Oregon PERS | $15,001 - $50,000 | 2013 | |||
- Spousal Trust ⇒ Fidelity tax-free money market | $15,001 - $50,000 | $1 - $200 | Interest | 2013 | |
- Spousal Trust ⇒ Portland, OR Sewer System First Lien Series A Refunding Revenue Bond | $1,001 - $15,000 | $201 - $1,000 | Interest | 2013 | |
- Wells Fargo checking account | $1,001 - $15,000 | JT | $1 - $200 | Interest | 2013 |
- Continental Resources, Inc. | $1,001 - $15,000 | SP | $1,001 - $2,500 | Royalty | 2013 |
- Personal Trust ⇒ Portland, OR Sewer System First Lien Series A Refunding Revenue Bond | $1,001 - $15,000 | $201 - $1,000 | Interest | 2013 | |
- Spousal IRA ⇒ Cascade Central Credit Union | $1,001 - $15,000 | Tax-Deferred | 2013 | ||
USB Personal Trust ⇒ U.S. Bancorp (USB) | None | $2,501 - $5,000 | Capital Gains | 2013 | |
GE Personal Trust ⇒ General Electric Company (GE) | None | $201 - $1,000 | Capital Gains, Dividends | 2013 | |
PFE Spousal Trust ⇒ Pfizer, Inc. (PFE) | None | $5,001 - $15,000 | Capital Gains, Dividends | 2013 | |
PG Spousal Trust ⇒ Procter & Gamble Company (PG) | None | $1,001 - $2,500 | Capital Gains | 2013 |
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