—
Net Worth Est.
$1.34MTrade volume
$0Total trades
-----Last Traded
----Mutual Funds Mutual Fund
$547K
Bank Deposit
$407.5K
Real Estate Residential
$375K
Mutual Funds Stable Value Fund
$8K
Ticker | Amount | Owner | Income | Income Type | Filing Year |
|---|---|---|---|---|---|
 - USAA | $250,001 - $500,000 | Joint | None (or less than $201) | None, | 2024 |
- Residential Property | $250,001 - $500,000 | Joint | $15,001 - $50,000 | Rent/Royalties, | 2024 |
- Vanguard Target Retirement 2030 Trust II | $250,001 - $500,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2024 |
FKTHX FKTHX- Fidelity Freedom K 2035 | $50,001 - $100,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2024 |
- CT US Sustainability Index | $15,001 - $50,000 | Child | None (or less than $201) | Excepted Investment Fund, | 2024 |
- USAA | $15,001 - $50,000 | Joint | None (or less than $201) | None, | 2024 |
- CT Portfolio 2027 (Fidelity Blend) | $15,001 - $50,000 | Child | None (or less than $201) | Excepted Investment Fund, | 2024 |
- CT Portfolio 2030 (Fidelity Blend) | $1,001 - $15,000 | Child | None (or less than $201) | Excepted Investment Fund, | 2024 |
VMFXX VMFXX- Vanguard Money Market Reserves | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2024 |
- Principal Plus Interest | $1,001 - $15,000 | Child | None (or less than $201) | Excepted Investment Fund, | 2024 |
- CT Stable Value Portfolio | $1,001 - $15,000 | Child | None (or less than $201) | Excepted Investment Fund, | 2024 |
SWSXX SWSXX- Schwab Cash Reserves | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2024 |
- Fidelity 401(K) | Spouse | 2024 | |||
- CHET 529 Plan | Child | 2024 | |||
- CHET 529 Plan | Child | 2024 | |||
- Retirement Plan IRA | Spouse | 2024 | |||
- Connecticut Legal Services, Inc. | Unascertainable | Spouse | None (or less than $201) | None, | 2024 |
- Charles Schwab | Spouse | 2024 | |||
- Residential Property | $250,001 - $500,000 | Joint | $5,001 - $15,000 | Rent/Royalties, | 2023 |
- USAA | $250,001 - $500,000 | Joint | None (or less than $201) | None, | 2023 |
- VTHRX-Vanguard Target Retirement 2030 Inv (NASDAQ) | $100,001 - $250,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2023 |
FKTHX FKTHX- Fidelity Freedom K 2035 | $50,001 - $100,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2023 |
- USAA | $15,001 - $50,000 | Joint | None (or less than $201) | None, | 2023 |
- CT Portfolio 2027 (Fidelity Blend) | $15,001 - $50,000 | Child | None (or less than $201) | Excepted Investment Fund, | 2023 |
- CT US Sustainability Index | $15,001 - $50,000 | Child | None (or less than $201) | Excepted Investment Fund, | 2023 |
VMFXX VMFXX- Vanguard Money Market Reserves | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2023 |
- Principal Plus Interest | $1,001 - $15,000 | Child | None (or less than $201) | Excepted Investment Fund, | 2023 |
SWSXX SWSXX- Schwab Cash Reserves | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2023 |
- CT Stable Value Portfolio | $1,001 - $15,000 | Child | None (or less than $201) | Excepted Investment Fund, | 2023 |
- CT Portfolio 2030 (Fidelity Blend) | $1,001 - $15,000 | Child | None (or less than $201) | Excepted Investment Fund, | 2023 |
- CHET 529 Plan | Child | 2023 | |||
- Charles Schwab | Spouse | 2023 | |||
- Retirement Plan IRA | Spouse | 2023 | |||
- Fidelity 401(K) | Spouse | 2023 | |||
- CHET 529 Plan | Child | 2023 | |||
- Connecticut Legal Services, Inc. | Unascertainable | Spouse | None (or less than $201) | None, | 2023 |
- Residential Property | $250,001 - $500,000 | Joint | $2,501 - $5,000 | Rent/Royalties, | 2022 |
- USAA | $250,001 - $500,000 | Joint | None (or less than $201) | None, | 2022 |
- Residential Property | $250,001 - $500,000 | Joint | $5,001 - $15,000 | Rent/Royalties, | 2022 |
- USAA | $250,001 - $500,000 | Joint | None (or less than $201) | None, | 2022 |
- USAA | $250,001 - $500,000 | Joint | None (or less than $201) | None, | 2022 |
- VTHRX-Vanguard Target Retirement 2030 Inv (NASDAQ) | $100,001 - $250,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2022 |
- VTHRX-Vanguard Target Retirement 2030 Inv (NASDAQ) | $100,001 - $250,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2022 |
- VTHRX-Vanguard Target Retirement 2030 Inv (NASDAQ) | $100,001 - $250,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2022 |
- CT US Sustainability Index | $15,001 - $50,000 | Child | None (or less than $201) | Excepted Investment Fund, | 2022 |
- CT Portfolio 2027 (Fidelity Blend) | $15,001 - $50,000 | Child | None (or less than $201) | Excepted Investment Fund, | 2022 |
- USAA | $15,001 - $50,000 | Joint | None (or less than $201) | None, | 2022 |
FKTHX FKTHX- Fidelity Freedom K 2035 | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2022 |
- USAA | $15,001 - $50,000 | Joint | None (or less than $201) | None, | 2022 |
- Social Choice Option | $15,001 - $50,000 | Child | None (or less than $201) | Excepted Investment Fund, | 2022 |
- Moderate Managed Allocation Ages 8-11 | $15,001 - $50,000 | Child | None (or less than $201) | Excepted Investment Fund, | 2022 |
- CT Portfolio 2027 (Fidelity Blend) | $15,001 - $50,000 | Child | None (or less than $201) | Excepted Investment Fund, | 2022 |
- CT US Sustainability Index | $15,001 - $50,000 | Child | None (or less than $201) | Excepted Investment Fund, | 2022 |
FKTHX FKTHX- Fidelity Freedom K 2035 | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2022 |
FKTHX FKTHX- Fidelity Freedom K 2035 | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2022 |
- USAA | $15,001 - $50,000 | Joint | None (or less than $201) | None, | 2022 |
VMFXX VMFXX- Vanguard Money Market Reserves | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2022 |
- CT Portfolio 2030 (Fidelity Blend) | $1,001 - $15,000 | Child | None (or less than $201) | Excepted Investment Fund, | 2022 |
- Principal Plus Interest | $1,001 - $15,000 | Child | None (or less than $201) | Excepted Investment Fund, | 2022 |
SWSXX SWSXX- Schwab Cash Reserves | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2022 |
- Aggressive Managed Allocation Age 8-11 | $1,001 - $15,000 | Child | None (or less than $201) | Excepted Investment Fund, | 2022 |
- Aggressive Managed Allocation Age 4-7 | $1,001 - $15,000 | Child | None (or less than $201) | Excepted Investment Fund, | 2022 |
- Principal Plus Interest Option | $1,001 - $15,000 | Child | None (or less than $201) | Excepted Investment Fund, | 2022 |
SWSXX SWSXX- Schwab Cash Reserves | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2022 |
VMFXX VMFXX- Vanguard Money Market Reserves | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2022 |
- CT Portfolio 2030 (Fidelity Blend) | $1,001 - $15,000 | Child | None (or less than $201) | Excepted Investment Fund, | 2022 |
- Principal Plus Interest | $1,001 - $15,000 | Child | None (or less than $201) | Excepted Investment Fund, | 2022 |
SWSXX SWSXX- Schwab Cash Reserves | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2022 |
VMFXX VMFXX- Vanguard Money Market Reserves | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2022 |
- CHET 529 Plan | Child | 2022 | |||
- Charles Schwab | Spouse | 2022 | |||
- Charles Schwab | Spouse | 2022 | |||
- Charles Schwab | Spouse | 2022 | |||
- Connecticut Legal Services, Inc. | Unascertainable | Spouse | None (or less than $201) | None, | 2022 |
- CHET 529 Plan | Child | 2022 | |||
- Fidelity 401(K) | Spouse | 2022 | |||
- Retirement Plan IRA | Spouse | 2022 | |||
- CHET 529 Plan | Child | 2022 | |||
- CHET 529 Plan | Child | 2022 | |||
- CHET 529 Plan | Child | 2022 | |||
- Retirement Plan IRA | Spouse | 2022 | |||
- Retirement Plan IRA | Spouse | 2022 | |||
- Connecticut Legal Services, Inc. | Unascertainable | Spouse | None (or less than $201) | None, | 2022 |
- Fidelity 401(K) | Spouse | 2022 | |||
- Fidelity 401(K) | Spouse | 2022 | |||
- CHET 529 Plan | Child | 2022 | |||
- Connecticut Legal Services, Inc. | Unascertainable | Spouse | None (or less than $201) | None, | 2022 |
- USAA | $250,001 - $500,000 | Joint | None (or less than $201) | None, | 2021 |
- VTHRX-Vanguard Target Retirement 2030 Inv (NASDAQ) | $100,001 - $250,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2021 |
- USAA | $15,001 - $50,000 | Joint | None (or less than $201) | None, | 2021 |
FKTHX FKTHX- Fidelity Freedom K 2035 | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2021 |
- Social Choice Option | $15,001 - $50,000 | Child | None (or less than $201) | Excepted Investment Fund, | 2021 |
- Moderate Managed Allocation Ages 8-11 | $15,001 - $50,000 | Child | None (or less than $201) | Excepted Investment Fund, | 2021 |
- Aggressive Managed Allocation Age 4-7 | $1,001 - $15,000 | Child | None (or less than $201) | Excepted Investment Fund, | 2021 |
- Aggressive Managed Allocation Age 8-11 | $1,001 - $15,000 | Child | None (or less than $201) | Excepted Investment Fund, | 2021 |
- Principal Plus Interest Option | $1,001 - $15,000 | Child | None (or less than $201) | Excepted Investment Fund, | 2021 |
SWSXX SWSXX- Schwab Cash Reserves | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2021 |
VMFXX VMFXX- Vanguard Money Market Reserves | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2021 |
- Fidelity 401(K) | Spouse | 2021 | |||
- Retirement Plan IRA | Spouse | 2021 | |||
- CHET 529 Plan | Child | 2021 | |||
- CHET 529 Plan | Child | 2021 | |||
- Connecticut Legal Services, Inc. | Unascertainable | Spouse | None (or less than $201) | None, | 2021 |
- Charles Schwab | Spouse | 2021 | |||
- USAA | $250,001 - $500,000 | Joint | None (or less than $201) | None, | 2020 |
- VTHRX-Vanguard Target Retirement 2030 Inv (NASDAQ) | $100,001 - $250,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2020 |
- USAA | $15,001 - $50,000 | Joint | None (or less than $201) | None, | 2020 |
- Social Choice Option | $15,001 - $50,000 | Child | None (or less than $201) | Excepted Investment Fund, | 2020 |
- Moderate Managed Allocation Ages 8-11 | $15,001 - $50,000 | Child | None (or less than $201) | Excepted Investment Fund, | 2020 |
FKTHX FKTHX- Fidelity Freedom K 2035 | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2020 |
SWSXX SWSXX- Schwab Cash Reserves | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2020 |
- Aggressive Managed Allocation Age 4-7 | $1,001 - $15,000 | Child | None (or less than $201) | Excepted Investment Fund, | 2020 |
- Principal Plus Interest Option | $1,001 - $15,000 | Child | None (or less than $201) | Excepted Investment Fund, | 2020 |
- Aggressive Managed Allocation Age 8-11 | $1,001 - $15,000 | Child | None (or less than $201) | Excepted Investment Fund, | 2020 |
VMFXX VMFXX- Vanguard Money Market Reserves | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2020 |
- CHET 529 Plan | Child | 2020 | |||
- Retirement Plan IRA | Spouse | 2020 | |||
- CHET 529 Plan | Child | 2020 | |||
- Connecticut Legal Services, Inc. | Unascertainable | Spouse | None (or less than $201) | None, | 2020 |
- Fidelity 401(K) | Spouse | 2020 | |||
- Charles Schwab | Spouse | 2020 | |||
- VTHRX-Vanguard Target Retirement 2030 Inv (NASDAQ) | $100,001 - $250,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2019 |
- USAA | $100,001 - $250,000 | Joint | None (or less than $201) | None, | 2019 |
- VTHRX-Vanguard Target Retirement 2030 Inv (NASDAQ) | $100,001 - $250,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2019 |
- USAA | $100,001 - $250,000 | Joint | None (or less than $201) | None, | 2019 |
- Moderate Managed Allocation Ages 8-11 | $15,001 - $50,000 | Child | None (or less than $201) | Excepted Investment Fund, | 2019 |
- USAA | $15,001 - $50,000 | Joint | None (or less than $201) | None, | 2019 |
- Moderate Managed Allocation Ages 8-11 | $15,001 - $50,000 | Child | None (or less than $201) | Excepted Investment Fund, | 2019 |
FKTHX FKTHX- Fidelity Freedom K 2035 | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2019 |
- Social Choice Option | $15,001 - $50,000 | Child | None (or less than $201) | Excepted Investment Fund, | 2019 |
FKTHX FKTHX- Fidelity Freedom K 2035 | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2019 |
- USAA | $15,001 - $50,000 | Joint | None (or less than $201) | None, | 2019 |
- Social Choice Option | $15,001 - $50,000 | Child | None (or less than $201) | Excepted Investment Fund, | 2019 |
- Aggressive Managed Allocation Age 4-7 | $1,001 - $15,000 | Child | None (or less than $201) | Excepted Investment Fund, | 2019 |
- Aggressive Managed Allocation Age 8-11 | $1,001 - $15,000 | Child | None (or less than $201) | Excepted Investment Fund, | 2019 |
- Principal Plus Interest Option | $1,001 - $15,000 | Child | None (or less than $201) | Excepted Investment Fund, | 2019 |
SWSXX SWSXX- Schwab Cash Reserves | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2019 |
VMFXX VMFXX- Vanguard Money Market Reserves | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2019 |
- Aggressive Managed Allocation Age 8-11 | $1,001 - $15,000 | Child | None (or less than $201) | Excepted Investment Fund, | 2019 |
- Aggressive Managed Allocation Age 4-7 | $1,001 - $15,000 | Child | None (or less than $201) | Excepted Investment Fund, | 2019 |
- Principal Plus Interest Option | $1,001 - $15,000 | Child | None (or less than $201) | Excepted Investment Fund, | 2019 |
SWSXX SWSXX- Schwab Cash Reserves | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2019 |
VMFXX VMFXX- Vanguard Money Market Reserves | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2019 |
- Fidelity 401(K) | Spouse | 2019 | |||
- CHET 529 Plan | Child | 2019 | |||
- Fidelity 401(K) | Spouse | 2019 | |||
- CHET 529 Plan | Child | 2019 | |||
- Retirement Plan IRA | Spouse | 2019 | |||
- CHET 529 Plan | Child | 2019 | |||
- Connecticut Legal Services, Inc. | Unascertainable | Spouse | None (or less than $201) | None, | 2019 |
- Retirement Plan IRA | Spouse | 2019 | |||
- Charles Schwab | Spouse | 2019 | |||
- Charles Schwab | Spouse | 2019 | |||
- Connecticut Legal Services, Inc. | Unascertainable | Spouse | None (or less than $201) | None, | 2019 |
- CHET 529 Plan | Child | 2019 | |||
- USAA | $100,001 - $250,000 | Joint | None (or less than $201) | None, | 2018 |
- VTHRX-Vanguard Target Retirement 2030 Inv (NASDAQ) | $50,001 - $100,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2018 |
FKTHX FKTHX- Fidelity Freedom K 2035 | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2018 |
- Social Choice Option | $15,001 - $50,000 | Child | None (or less than $201) | Excepted Investment Fund, | 2018 |
VMFXX VMFXX- Vanguard Money Market Reserves | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2018 |
- Moderate Managed Allocation Ages 8-11 | $1,001 - $15,000 | Child | None (or less than $201) | Excepted Investment Fund, | 2018 |
- Aggressive Managed Allocation Age 8-11 | $1,001 - $15,000 | Child | None (or less than $201) | Excepted Investment Fund, | 2018 |
- Aggressive Managed Allocation Age 4-7 | $1,001 - $15,000 | Child | None (or less than $201) | Excepted Investment Fund, | 2018 |
- Principal Plus Interest Option | $1,001 - $15,000 | Child | None (or less than $201) | Excepted Investment Fund, | 2018 |
SWSXX SWSXX- Schwab Cash Reserves | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2018 |
- USAA | $1,001 - $15,000 | Joint | None (or less than $201) | None, | 2018 |
- Fidelity 401(K) | Spouse | 2018 | |||
- Connecticut Legal Services, Inc. | Unascertainable | Spouse | None (or less than $201) | None, | 2018 |
- Charles Schwab | Spouse | 2018 | |||
- Retirement Plan IRA | Spouse | 2018 | |||
- CHET 529 Plan | Child | 2018 | |||
- CHET 529 Plan | Child | 2018 | |||
- USAA | $100,001 - $250,000 | Joint | None (or less than $201) | Interest, | 2017 |
- USAA | $50,001 - $100,000 | Joint | None (or less than $201) | Interest, | 2017 |
- USAA | $50,001 - $100,000 | Joint | None (or less than $201) | Interest, | 2017 |
- Social Choice Option | $15,001 - $50,000 | Child | None (or less than $201) | Excepted Investment Fund, | 2017 |
FKTHX FKTHX- Fidelity Freedom K 2035 | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2017 |
VTHRX VTHRX- Vanguard Target Retirement 2030 Inv (NASDAQ) | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2017 |
FKTHX FKTHX- Fidelity Freedom K 2035 | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2017 |
- Social Choice Option | $15,001 - $50,000 | Child | None (or less than $201) | Excepted Investment Fund, | 2017 |
- USAA | $1,001 - $15,000 | Joint | None (or less than $201) | Interest, | 2017 |
- Moderate Managed Allocation Ages 8-11 | $1,001 - $15,000 | Child | None (or less than $201) | Excepted Investment Fund, | 2017 |
- Aggressive Managed Allocation Age 8-11 | $1,001 - $15,000 | Child | None (or less than $201) | Excepted Investment Fund, | 2017 |
- Aggressive Managed Allocation Age 4-7 | $1,001 - $15,000 | Child | None (or less than $201) | Excepted Investment Fund, | 2017 |
- Principal Plus Interest Option | $1,001 - $15,000 | Child | None (or less than $201) | Excepted Investment Fund, | 2017 |
SWSXX SWSXX- Schwab Cash Reserves | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2017 |
VMFXX VMFXX- Vanguard Money Market Reserves | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2017 |
VTHRX VTHRX- Vanguard Target Retirement 2030 Inv (NASDAQ) | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2017 |
- Principal Plus Interest Option | $1,001 - $15,000 | Child | None (or less than $201) | Excepted Investment Fund, | 2017 |
- Aggressive Managed Allocation Age 4-7 | $1,001 - $15,000 | Child | None (or less than $201) | Excepted Investment Fund, | 2017 |
- Aggressive Managed Allocation Age 4-7 | $1,001 - $15,000 | Child | None (or less than $201) | Excepted Investment Fund, | 2017 |
- Moderate Managed Allocation Ages 4-7 | $1,001 - $15,000 | Child | None (or less than $201) | Excepted Investment Fund, | 2017 |
SWSXX SWSXX- Schwab Cash Reserves | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2017 |
VMRXX VMRXX- Vanguard Prime Money Market Fun | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2017 |
- Connecticut Legal Services, Inc. | Unascertainable | Spouse | None (or less than $201) | Excepted Investment Fund, | 2017 |
- Fidelity 401(k) | Spouse | 2017 | |||
- CHET 529 Plan | Child | 2017 | |||
- Retirement Plan IRA | Spouse | 2017 | |||
- CHET 529 Plan | Child | 2017 | |||
- Fidelity 401(K) | Spouse | 2017 | |||
- Connecticut Legal Services, Inc. | Unascertainable | Spouse | None (or less than $201) | Excepted Investment Fund, | 2017 |
- Retirement Plan IRA | Spouse | 2017 | |||
- CHET 529 Plan | Child | 2017 | |||
- Charles Schwab | Spouse | 2017 | |||
- Charles Schwab | Spouse | 2017 | |||
- CHET 529 Plan | Child | 2017 | |||
- USAA | $100,001 - $250,000 | Joint | None (or less than $201) | Interest, | 2016 |
- USAA | $100,001 - $250,000 | Joint | None (or less than $201) | Interest, | 2016 |
- USAA | $50,001 - $100,000 | Joint | None (or less than $201) | Interest, | 2016 |
- USAA | $50,001 - $100,000 | Joint | None (or less than $201) | Interest, | 2016 |
FKTHX FKTHX- Fidelity Freedom K 2035 (NASDAQ) | $15,001 - $50,000 | Spouse | None (or less than $201) | Dividends, Interest, Capital Gains, | 2016 |
FKTHX FKTHX- Fidelity Freedom K 2035 (NASDAQ) | $15,001 - $50,000 | Spouse | None (or less than $201) | Dividends, Interest, Capital Gains, | 2016 |
- TIAA-CREF Principal Plus Interest | $1,001 - $15,000 | Child | None (or less than $201) | None, | 2016 |
- Aggressive Managed Allocation 0-3 | $1,001 - $15,000 | Child | None (or less than $201) | None, | 2016 |
- Moderate Managed Allocation | $1,001 - $15,000 | Child | None (or less than $201) | Dividends, Interest, | 2016 |
- Aggressive Managed Allocation | $1,001 - $15,000 | Child | None (or less than $201) | None, | 2016 |
- Social Choice Allocation | $1,001 - $15,000 | Child | None (or less than $201) | Dividends, Interest, | 2016 |
SWSXX SWSXX- Schwab Cash Reserves (NASDAQ) | $1,001 - $15,000 | Spouse | None (or less than $201) | Interest, | 2016 |
- Moderate Managed Allocation | $1,001 - $15,000 | Child | None (or less than $201) | Dividends, Interest, | 2016 |
- Social Choice Allocation | $1,001 - $15,000 | Child | None (or less than $201) | Dividends, Interest, | 2016 |
SWSXX SWSXX- Schwab Cash Reserves (NASDAQ) | $1,001 - $15,000 | Spouse | None (or less than $201) | Interest, | 2016 |
- Vanguard Prime Money Market Fund | $1,001 - $15,000 | Spouse | None (or less than $201) | Interest, | 2016 |
- TIAA-CREF Principal Plus Interest | $1,001 - $15,000 | Child | None (or less than $201) | None, | 2016 |
VTHRX VTHRX- Vanguard Target Retirement 2030 Inv (NASDAQ) | $1,001 - $15,000 | Spouse | None (or less than $201) | None, | 2016 |
- Aggressive Managed Allocation 0-3 | $1,001 - $15,000 | Child | None (or less than $201) | None, | 2016 |
- Aggressive Managed Allocation | $1,001 - $15,000 | Child | None (or less than $201) | None, | 2016 |
- Principal Plus Interest Option | $1,001 - $15,000 | Child | None (or less than $201) | None, | 2016 |
- Vanguard Prime Money Market Fund | $1,001 - $15,000 | Spouse | None (or less than $201) | Interest, | 2016 |
VTHRX VTHRX- Vanguard Target Retirement 2030 Inv (NASDAQ) | $1,001 - $15,000 | Spouse | None (or less than $201) | None, | 2016 |
- Vanguard Retirement | Spouse | 2016 | |||
- CHET 529 Plan | Child | 2016 | |||
- Vanguard Retirement | Spouse | 2016 | |||
- CHET 529 Plan | Child | 2016 | |||
- CHET 529 Plan | Child | 2016 | |||
- CHET 529 Plan | Child | 2016 | |||
- USAA | $100,001 - $250,000 | Joint | None (or less than $201) | Interest, | 2015 |
- USAA | $100,001 - $250,000 | Joint | None (or less than $201) | Interest, | 2015 |
- USAA | $15,001 - $50,000 | Joint | None (or less than $201) | Interest, | 2015 |
FKTHX FKTHX- Fidelity Freedom K 2035 (NASDAQ) | $15,001 - $50,000 | Spouse | None (or less than $201) | Dividends, Interest, Capital Gains, | 2015 |
- USAA | $15,001 - $50,000 | Joint | None (or less than $201) | Interest, | 2015 |
FKTHX FKTHX- Fidelity Freedom K 2035 (NASDAQ) | $15,001 - $50,000 | Spouse | None (or less than $201) | Dividends, Interest, Capital Gains, | 2015 |
- Moderate Managed Allocation | $1,001 - $15,000 | Child | None (or less than $201) | Dividends, Interest, | 2015 |
VTHRX VTHRX- Vanguard Target Retirement 2030 Inv (NASDAQ) | $1,001 - $15,000 | Spouse | None (or less than $201) | None, | 2015 |
- Social Choice Allocation | $1,001 - $15,000 | Child | None (or less than $201) | Dividends, Interest, | 2015 |
- TIAA-CREF Principal Plus Interest | $1,001 - $15,000 | Child | None (or less than $201) | None, | 2015 |
- Aggressive Managed Allocation 0-3 | $1,001 - $15,000 | Child | None (or less than $201) | None, | 2015 |
VTHRX VTHRX- Vanguard Target Retirement 2030 Inv (NASDAQ) | $1,001 - $15,000 | Spouse | None (or less than $201) | None, | 2015 |
- Vanguard Prime Money Market Fund | $1,001 - $15,000 | Spouse | None (or less than $201) | Interest, | 2015 |
SWSXX SWSXX- Schwab Cash Reserves (NASDAQ) | $1,001 - $15,000 | Spouse | None (or less than $201) | Interest, | 2015 |
- aggressive managed allocation | $1,001 - $15,000 | Child | None (or less than $201) | Dividends, Interest, | 2015 |
- Vanguard Prime Money Market Fund | $1,001 - $15,000 | Spouse | None (or less than $201) | Interest, | 2015 |
- Moderate Managed Allocation | $1,001 - $15,000 | Child | None (or less than $201) | Dividends, Interest, | 2015 |
- Social Choice Allocation | $1,001 - $15,000 | Child | None (or less than $201) | Dividends, Interest, | 2015 |
SWSXX SWSXX- Schwab Cash Reserves (NASDAQ) | $1,001 - $15,000 | Spouse | None (or less than $201) | Interest, | 2015 |
- aggressive managed allocation | $1,001 - $15,000 | Child | None (or less than $201) | Dividends, Interest, | 2015 |
- TIAA-CREF Principal Plus Interest | $1,001 - $15,000 | Child | None (or less than $201) | None, | 2015 |
- Aggressive Managed Allocation 0-3 | $1,001 - $15,000 | Child | None (or less than $201) | None, | 2015 |
- CHET 529 Plan | Child | 2015 | |||
- Vanguard Retirement | Spouse | 2015 | |||
- CHET 529 Plan | Child | 2015 | |||
- Vanguard Retirement | Spouse | 2015 | |||
- USAA | $100,001 - $250,000 | Joint | None (or less than $201) | Interest, | 2014 |
FKTHX FKTHX- Fidelity Freedom K 2035 (NASDAQ) | $15,001 - $50,000 | Spouse | None (or less than $201) | Dividends, Interest, Capital Gains, | 2014 |
- aggressive managed allocation | $1,001 - $15,000 | Child | None (or less than $201) | Dividends, Interest, | 2014 |
SWSXX SWSXX- Schwab Cash Reserves (NASDAQ) | $1,001 - $15,000 | Spouse | None (or less than $201) | Interest, | 2014 |
- Vanguard Prime Money Market Fund | $1,001 - $15,000 | Spouse | None (or less than $201) | Interest, | 2014 |
- Social Choice Allocation | $1,001 - $15,000 | Child | None (or less than $201) | Dividends, Interest, | 2014 |
- Moderate Managed Allocation | $1,001 - $15,000 | Child | None (or less than $201) | Dividends, Interest, | 2014 |
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