—
Net Worth Est.
$7.95MTrade volume
$0Total trades
-----Last Traded
----Stocks
$2.5M
Ownership Interest
$1.76M
Bank Accounts, Money Market Accounts and CDs
$1.46M
Mutual Funds
$1.13M
Other
$375K
Ticker | Amount | Owner | Income | Income Type | Filing Year |
|---|---|---|---|---|---|
![Fruci Family LLC, 20% Interest [OL]](https://quiver-logos.s3.us-east-2.amazonaws.com/placeholder_white.png){kind=small} - Fruci Family LLC, 20% Interest [OL]Ownership Interest | $500,001 - $1,000,000 | SP | Rent | 2019 | |
- CHARLES SCHWAB-CASH ACCT ⇒ CHARLES SCHWAB-CASH ACCT ⇒ Charles Schwab Cash Acct- Cash/Bank Sweeps/CDs [BA]Bank Accounts, Money Market Accounts and CDs | $500,001 - $1,000,000 | JT | $5,001 - $15,000 | Dividends, Interest | 2019 |
- Fruci Family LLC, 13% Interest [OL]Ownership Interest | $500,001 - $1,000,000 | SP | Rent | 2019 | |
- CHARLES SCHWAB-JT ⇒ Charles Schwab JT Cash, MMF, CD's [BA]Bank Accounts, Money Market Accounts and CDs | $250,001 - $500,000 | JT | $2,501 - $5,000 | Interest | 2019 |
HFWA CHARLES SCHWAB-JT ⇒ Heritage Financial Corporation (HFWA) [ST]Stocks | $250,001 - $500,000 | JT | $5,001 - $15,000 | Dividends | 2019 |
COST CHARLES SCHWAB-JT ⇒ Costco Wholesale Corporation (COST) [ST]Stocks | $250,001 - $500,000 | JT | $2,501 - $5,000 | Dividends | 2019 |
- Loan to Campaign - Heck for Congress, 100% Interest [OT]Other | $250,001 - $500,000 | 2019 | |||
CVX CHARLES SCHWAB-JT ⇒ Chevron Corporation (CVX) [ST]Stocks | $100,001 - $250,000 | JT | $2,501 - $5,000 | Dividends | 2019 |
JNJ CHARLES SCHWAB-IRA ⇒ Johnson & Johnson (JNJ) [ST]Stocks | $100,001 - $250,000 | Dividends Not Applicable | 2019 | ||
- WSECU - Cash, Checking [BA]Bank Accounts, Money Market Accounts and CDs | $100,001 - $250,000 | JT | $201 - $1,000 | Interest | 2019 |
KMB CHARLES SCHWAB-JT ⇒ Kimberly-Clark Corporation (KMB) [ST]Stocks | $100,001 - $250,000 | JT | $2,501 - $5,000 | Dividends | 2019 |
MMM CHARLES SCHWAB-VICTOR ⇒ 3M Company (MMM) [ST]Stocks | $100,001 - $250,000 | SP | $5,001 - $15,000 | Dividends | 2019 |
- CHARLES SCHWAB-VICTOR ⇒ DFA US SUSTAINABILITY [MF]Mutual Funds | $100,001 - $250,000 | SP | $2,501 - $5,000 | Capital Gains, Dividends | 2019 |
B Vanguard 403(B) Services [PE]Pensions | $100,001 - $250,000 | SP | Dividends Not Applicable | 2019 | |
- CHARLES SCHWAB-VICTOR ⇒ First Eagle Global Fund [MF]Mutual Funds | $100,001 - $250,000 | SP | $5,001 - $15,000 | Capital Gains, Dividends | 2019 |
- Galaxy Cinemas Northwest LLC, 2% Interest [OL]Ownership Interest | $100,001 - $250,000 | $2,501 - $5,000 | Rent | 2019 | |
- CHARLES SCHWAB-IRA ⇒ First Eagle Global Fund [MF]Mutual Funds | $100,001 - $250,000 | Dividends Not Applicable | 2019 | ||
CMCSA CHARLES SCHWAB-IRA ⇒ Comcast Corporation - Class A (CMCSA) [ST]Stocks | $100,001 - $250,000 | Dividends Not Applicable | 2019 | ||
- CHARLES SCHWAB-JT ⇒ DFA US SUSTAINABILITY [MF]Mutual Funds | $100,001 - $250,000 | JT | $1,001 - $2,500 | Dividends | 2019 |
SBUX CHARLES SCHWAB-IRA ⇒ Starbucks Corporation (SBUX) [ST]Stocks | $100,001 - $250,000 | Dividends Not Applicable | 2019 | ||
- Bruin Development L.L.C, 50% Interest [OL]Ownership Interest | $50,001 - $100,000 | 2019 | |||
PG CHARLES SCHWAB-IRA ⇒ Procter & Gamble Company (PG) [ST]Stocks | $50,001 - $100,000 | Dividends Not Applicable | 2019 | ||
- AMERICAN FUNDS ⇒ FBO M. HECK ⇒ Washington Mutual Investors Fund 529F1 [5P]529 Prepaid Tuition Plan | $50,001 - $100,000 | Capital Gains, Not Dividends Applicable | 2019 | ||
- AMERICAN FUNDS ⇒ FBO M. HECK ⇒ Growth Fund of America 529F1 [5P]529 Prepaid Tuition Plan | $50,001 - $100,000 | Capital Gains, Not Dividends Applicable | 2019 | ||
- AMERICAN FUNDS ⇒ FBO - R.D. HECK ⇒ Washington Mutual investors Fund 529F1 [5P]529 Prepaid Tuition Plan | $50,001 - $100,000 | Capital Gains, Not Dividends Applicable | 2019 | ||
- AMERICAN FUNDS ⇒ FBO - R.D. HECK ⇒ Growth Fund of America 529F1 [5P]529 Prepaid Tuition Plan | $50,001 - $100,000 | Capital Gains, Not Dividends Applicable | 2019 | ||
- CHARLES SCHWAB-VICTOR ⇒ WA ST HLTH CARE FA 5% 42 [GS]Government Securities and Agency Debt | $50,001 - $100,000 | SP | $1,001 - $2,500 | Interest | 2019 |
UL CHARLES SCHWAB-VICTOR ⇒ Unilever PLC (UL) [ST]Stocks | $50,001 - $100,000 | SP | $1,001 - $2,500 | Dividends | 2019 |
- Congressional Federal Credit Union [BA]Bank Accounts, Money Market Accounts and CDs | $50,001 - $100,000 | Interest | 2019 | ||
BMY CHARLES SCHWAB-VICTOR ⇒ Bristol-Myers Squibb Company (BMY) [ST]Stocks | $50,001 - $100,000 | SP | $1,001 - $2,500 | Dividends | 2019 |
- CHARLES SCHWAB-JT ⇒ Ishares Morningstar LRG CAP [EF]Exchange Traded Funds (ETF) | $50,001 - $100,000 | JT | $201 - $1,000 | Dividends | 2019 |
GSK CHARLES SCHWAB-JT ⇒ GlaxoSmithKline PLC (GSK) [ST]Stocks | $50,001 - $100,000 | JT | $2,501 - $5,000 | Dividends | 2019 |
- CHARLES SCHWAB-JT ⇒ DFA US SMALL CAP PORT [MF]Mutual Funds | $50,001 - $100,000 | JT | $2,501 - $5,000 | Capital Gains, Dividends | 2019 |
- CHARLES SCHWAB-JT ⇒ DFA US LARGE CAP VALUE [MF]Mutual Funds | $50,001 - $100,000 | JT | $2,501 - $5,000 | Capital Gains, Dividends | 2019 |
- CHARLES SCHWAB-JT ⇒ DFA INTL SUSTAINABILITY [MF]Mutual Funds | $50,001 - $100,000 | JT | $1,001 - $2,500 | Dividends | 2019 |
- CHARLES SCHWAB-JT ⇒ Invesco QQQ Trust [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | JT | $1 - $200 | Dividends | 2019 |
- CHARLES SCHWAB-JT ⇒ DFA INTL CORP EQTY PORT [MF]Mutual Funds | $15,001 - $50,000 | JT | $201 - $1,000 | Dividends | 2019 |
NKE CHARLES SCHWAB-IRA ⇒ Nike, Inc. (NKE) [ST]Stocks | $15,001 - $50,000 | Dividends Not Applicable | 2019 | ||
MSFT CHARLES SCHWAB-JT ⇒ Microsoft Corporation (MSFT) [ST]Stocks | $15,001 - $50,000 | JT | $201 - $1,000 | Dividends | 2019 |
NS CHARLES SCHWAB-JT ⇒ Nustar Energy L.P. Common Units (NS) [ST]Stocks | $15,001 - $50,000 | JT | $1,001 - $2,500 | Dividends | 2019 |
- CHARLES SCHWAB-VICTOR ⇒ Nacogdoches TX 3.5% 30 [GS]Government Securities and Agency Debt | $15,001 - $50,000 | SP | $201 - $1,000 | Interest | 2019 |
DIS CHARLES SCHWAB-JT ⇒ Walt Disney Company (DIS) [ST]Stocks | $15,001 - $50,000 | JT | $201 - $1,000 | Dividends | 2019 |
- CHARLES SCHWAB-IRA ⇒ Oppenheimer Global Opportunity [MF]Mutual Funds | $15,001 - $50,000 | Dividends Not Applicable | 2019 | ||
ENB CHARLES SCHWAB-VICTOR ⇒ Enbridge Inc (ENB) [ST]Stocks | $15,001 - $50,000 | SP | $201 - $1,000 | Dividends | 2019 |
DUK CHARLES SCHWAB-VICTOR ⇒ Duke Energy Corporation (DUK) [ST]Stocks | $15,001 - $50,000 | SP | $1,001 - $2,500 | Dividends | 2019 |
MSFT CHARLES SCHWAB-VICTOR ⇒ Microsoft Corporation (MSFT) [ST]Stocks | $15,001 - $50,000 | SP | $201 - $1,000 | Dividends | 2019 |
- CHARLES SCHWAB-VICTOR ⇒ DFA INTL SUSTAINABILITY [MF]Mutual Funds | $15,001 - $50,000 | SP | $1,001 - $2,500 | Dividends | 2019 |
- CHARLES SCHWAB-VICTOR ⇒ WA ST HLTH CARE FA 5% 44 [GS]Government Securities and Agency Debt | $15,001 - $50,000 | SP | $201 - $1,000 | Interest | 2019 |
MDT CHARLES SCHWAB-VICTOR ⇒ Medtronic plc. Ordinary Shares (MDT) [ST]Stocks | $15,001 - $50,000 | SP | $201 - $1,000 | Dividends | 2019 |
GOOGL CHARLES SCHWAB-JT ⇒ Alphabet Inc. - Class A (GOOGL) [ST]Stocks | $15,001 - $50,000 | JT | 2019 | ||
- CHARLES SCHWAB-VICTOR ⇒ DFA INTL CORE EQTY PORT [MF]Mutual Funds | $15,001 - $50,000 | SP | $201 - $1,000 | Dividends | 2019 |
PCAR CHARLES SCHWAB-VICTOR ⇒ PACCAR Inc. (PCAR) [ST]Stocks | $15,001 - $50,000 | SP | $201 - $1,000 | Dividends | 2019 |
HQH CHARLES SCHWAB-VICTOR ⇒ Tekla Healthcare Investors (HQH) [ST]Stocks | $15,001 - $50,000 | SP | $1,001 - $2,500 | Dividends | 2019 |
- CHARLES SCHWAB-IRA ⇒ OakMark Intl FD INV [MF]Mutual Funds | $15,001 - $50,000 | Dividends Not Applicable | 2019 | ||
- CHARLES SCHWAB-IRA ⇒ DFA GLOBAL EQUITY PORT [MF]Mutual Funds | $15,001 - $50,000 | Dividends Not Applicable | 2019 | ||
- CHARLES SCHWAB-IRA ⇒ Schwab Value Advantage MMF [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | Interest Not Applicable | 2019 | ||
- CHARLES SCHWAB-VICTOR ⇒ Charles Schwab 0604 MMF [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | SP | $201 - $1,000 | Interest | 2019 |
ERF CHARLES SCHWAB-JT ⇒ Enerplus Corporation (ERF) [ST]Stocks | $1,001 - $15,000 | JT | $1 - $200 | Dividends | 2019 |
GE CHARLES SCHWAB-VICTOR ⇒ General Electric Company (GE) [ST]Stocks | $1,001 - $15,000 | SP | $1 - $200 | Dividends | 2019 |
RNWK CHARLES SCHWAB-JT ⇒ RealNetworks, Inc. (RNWK) [ST]Stocks | $1,001 - $15,000 | JT | 2019 | ||
- WSECU - Certificate of Deposit [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | JT | $1 - $200 | Interest | 2019 |
EMO CHARLES SCHWAB-VICTOR ⇒ ClearBridge Energy Midstream Opportunity Fund Inc. (EMO) [ST]Stocks | $1,001 - $15,000 | SP | $201 - $1,000 | Dividends | 2019 |
- CHARLES SCHWAB-VICTOR ⇒ Charles Schwab 0604 Cash [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | SP | $1 - $200 | Interest | 2019 |
- CHARLES SCHWAB-MASON LAKE ⇒ DFA US CORE EQUITY 1 PORT [MF]Mutual Funds | $1,001 - $15,000 | $201 - $1,000 | Capital Gains, Dividends | 2019 | |
- CHARLES SCHWAB-IRA ⇒ Charles Schwab 6067 Cash [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | Interest Not Applicable | 2019 | ||
AVNS CHARLES SCHWAB-JT ⇒ Avanos Medical, Inc. (AVNS) [ST]Stocks | $1,001 - $15,000 | JT | 2019 | ||
- Everglades Estates LP [OL]Ownership Interest | $1,001 - $15,000 | JT | 2019 | ||
- CHARLES SCHWAB-JT ⇒ Clear Lake TX WT 4.75% [CS]Corporate Securities (Bonds and Notes) | None | JT | $201 - $1,000 | Interest | 2019 |
- CHARLES SCHWAB-JT ⇒ Harris CN TX Cult E 5%/29 [CS]Corporate Securities (Bonds and Notes) | None | JT | $1,001 - $2,500 | Interest | 2019 |
- Hawk Transaction CO. (FKA Intrepid) [PS]Stock (Not Publicly Traded) | None | 2019 | |||
- WA. Dept. of Retirement Systems [PE]Pensions | Undetermined | SP | $15,001 - $50,000 | Defined Benefit | 2019 |
- Cinemas Tulare LP [OL]Ownership Interest | None | JT | $15,001 - $50,000 | Capital Gains | 2019 |
- WA Dept. of Retirement Systems [PE]Pensions | Undetermined | $15,001 - $50,000 | Defined Benefit | 2019 | |
- CHARLES SCHWAB-CASH ACCT ⇒ CHARLES SCHWAB-CASH ACCT ⇒ Charles Schwab Cash Acct- Cash/Bank Sweeps/CDs [BA]Bank Accounts, Money Market Accounts and CDs | $500,001 - $1,000,000 | $5,001 - $15,000 | Interest | 2018 | |
- Fruci Family LLC, 11% Interest [OL]Ownership Interest | $500,001 - $1,000,000 | SP | $5,001 - $15,000 | Rent | 2018 |
- Fruci Family LLC, 14% Interest [OL]Ownership Interest | $500,001 - $1,000,000 | SP | $5,001 - $15,000 | Rent | 2018 |
HFWA CHARLES SCHWAB-JT ⇒ Heritage Financial Corporation (HFWA) [ST]Stocks | $250,001 - $500,000 | JT | $5,001 - $15,000 | Dividends | 2018 |
- CHARLES SCHWAB-JT ⇒ Charles Schwab JT Cash, MMF, CD's [BA]Bank Accounts, Money Market Accounts and CDs | $250,001 - $500,000 | JT | $2,501 - $5,000 | Interest | 2018 |
- Loan to Campaign - Heck for Congress, 100% Interest [OT]Other | $250,001 - $500,000 | 2018 | |||
COST CHARLES SCHWAB-JT ⇒ Costco Wholesale Corporation (COST) [ST]Stocks | $100,001 - $250,000 | JT | $1,001 - $2,500 | Dividends | 2018 |
CMCSA CHARLES SCHWAB-IRA ⇒ Comcast Corporation - Class A (CMCSA) [ST]Stocks | $100,001 - $250,000 | Dividends Not Applicable | 2018 | ||
- Galaxy Cinemas Northwest LLC, 2% Interest [OL]Ownership Interest | $100,001 - $250,000 | 2018 | |||
B Vanguard 403(B) Services [PE]Pensions | $100,001 - $250,000 | SP | Capital Gains, Not Dividends Applicable | 2018 | |
- WSECU - Cash, Checking [BA]Bank Accounts, Money Market Accounts and CDs | $100,001 - $250,000 | JT | Interest | 2018 | |
MMM CHARLES SCHWAB-VICTOR ⇒ 3M Company (MMM) [ST]Stocks | $100,001 - $250,000 | SP | $5,001 - $15,000 | Dividends | 2018 |
- CHARLES SCHWAB-VICTOR ⇒ First Eagle Global Fund [MF]Mutual Funds | $100,001 - $250,000 | SP | $5,001 - $15,000 | Capital Gains, Dividends | 2018 |
KMB CHARLES SCHWAB-JT ⇒ Kimberly-Clark Corporation (KMB) [ST]Stocks | $100,001 - $250,000 | JT | $2,501 - $5,000 | Dividends | 2018 |
CVX CHARLES SCHWAB-JT ⇒ Chevron Corporation (CVX) [ST]Stocks | $100,001 - $250,000 | JT | $2,501 - $5,000 | Dividends | 2018 |
SBUX CHARLES SCHWAB-IRA ⇒ Starbucks Corporation (SBUX) [ST]Stocks | $100,001 - $250,000 | Dividends Not Applicable | 2018 | ||
JNJ CHARLES SCHWAB-IRA ⇒ Johnson & Johnson (JNJ) [ST]Stocks | $100,001 - $250,000 | Dividends Not Applicable | 2018 | ||
- AMERICAN FUNDS ⇒ FBO - R.D. HECK ⇒ Washington Mutual investors Fund 529F1 [5P]529 Prepaid Tuition Plan | $50,001 - $100,000 | Capital Gains, Not Dividends Applicable | 2018 | ||
- AMERICAN FUNDS ⇒ FBO M. HECK ⇒ Growth Fund of America 529F1 [5P]529 Prepaid Tuition Plan | $50,001 - $100,000 | Capital Gains, Not Dividends Applicable | 2018 | ||
- AMERICAN FUNDS ⇒ FBO M. HECK ⇒ Washington Mutual Investors Fund 529F1 [5P]529 Prepaid Tuition Plan | $50,001 - $100,000 | Capital Gains, Not Dividends Applicable | 2018 | ||
- Hawk Transaction CO. (FKA Intrepid) [PS]Stock (Not Publicly Traded) | $50,001 - $100,000 | 2018 | |||
- Congressional Federal Credit Union [BA]Bank Accounts, Money Market Accounts and CDs | $50,001 - $100,000 | Interest | 2018 | ||
- CHARLES SCHWAB-VICTOR ⇒ WA ST HLTH CARE FA 5% 42 [GS]Government Securities and Agency Debt | $50,001 - $100,000 | SP | $1,001 - $2,500 | Interest | 2018 |
UL CHARLES SCHWAB-VICTOR ⇒ Unilever PLC (UL) [ST]Stocks | $50,001 - $100,000 | SP | $1,001 - $2,500 | Dividends | 2018 |
- CHARLES SCHWAB-VICTOR ⇒ DFA US SUSTAINABILITY [MF]Mutual Funds | $50,001 - $100,000 | SP | $1,001 - $2,500 | Capital Gains, Dividends | 2018 |
BMY CHARLES SCHWAB-VICTOR ⇒ Bristol-Myers Squibb Company (BMY) [ST]Stocks | $50,001 - $100,000 | SP | $1,001 - $2,500 | Dividends | 2018 |
- CHARLES SCHWAB-JT ⇒ Ishares Morningstar LRG CAP [EF]Exchange Traded Funds (ETF) | $50,001 - $100,000 | JT | $201 - $1,000 | Dividends | 2018 |
GSK CHARLES SCHWAB-JT ⇒ GlaxoSmithKline PLC (GSK) [ST]Stocks | $50,001 - $100,000 | JT | $2,501 - $5,000 | Dividends | 2018 |
- CHARLES SCHWAB-JT ⇒ DFA US SUSTAINABILITY [MF]Mutual Funds | $50,001 - $100,000 | JT | $1,001 - $2,500 | Dividends | 2018 |
- CHARLES SCHWAB-JT ⇒ DFA US SMALL CAP PORT [MF]Mutual Funds | $50,001 - $100,000 | JT | $1,001 - $2,500 | Dividends | 2018 |
- CHARLES SCHWAB-JT ⇒ DFA US LARGE CAP VALUE [MF]Mutual Funds | $50,001 - $100,000 | JT | $2,501 - $5,000 | Dividends | 2018 |
- CHARLES SCHWAB-IRA ⇒ First Eagle Global Fund [MF]Mutual Funds | $50,001 - $100,000 | Dividends Not Applicable | 2018 | ||
- Bruin Development L.L.C, 50% Interest [OL]Ownership Interest | $50,001 - $100,000 | 2018 | |||
- AMERICAN FUNDS ⇒ FBO - R.D. HECK ⇒ Growth Fund of America 529F1 [5P]529 Prepaid Tuition Plan | $50,001 - $100,000 | Capital Gains, Not Dividends Applicable | 2018 | ||
- CHARLES SCHWAB-IRA ⇒ OakMark Intl FD INV [MF]Mutual Funds | $15,001 - $50,000 | Dividends Not Applicable | 2018 | ||
- CHARLES SCHWAB-IRA ⇒ Oppenheimer Global Opportunity [MF]Mutual Funds | $15,001 - $50,000 | Dividends Not Applicable | 2018 | ||
PG CHARLES SCHWAB-IRA ⇒ Procter & Gamble Company (PG) [ST]Stocks | $15,001 - $50,000 | Dividends Not Applicable | 2018 | ||
- CHARLES SCHWAB-IRA ⇒ Schwab Value Advantage MMF [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | Interest Not Applicable | 2018 | ||
GOOGL CHARLES SCHWAB-JT ⇒ Alphabet Inc. - Class A (GOOGL) [ST]Stocks | $15,001 - $50,000 | JT | 2018 | ||
- CHARLES SCHWAB-JT ⇒ Invesco QQQ Trust [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | JT | 2018 | ||
- CHARLES SCHWAB-JT ⇒ DFA INTL SUSTAINABILITY [MF]Mutual Funds | $15,001 - $50,000 | JT | $201 - $1,000 | Dividends | 2018 |
- CHARLES SCHWAB-JT ⇒ Harris CN TX Cult E 5%/29 [CS]Corporate Securities (Bonds and Notes) | $15,001 - $50,000 | JT | $1,001 - $2,500 | Interest | 2018 |
MSFT CHARLES SCHWAB-JT ⇒ Microsoft Corporation (MSFT) [ST]Stocks | $15,001 - $50,000 | JT | $1 - $200 | Dividends | 2018 |
NS CHARLES SCHWAB-JT ⇒ Nustar Energy L.P. Common Units (NS) [ST]Stocks | $15,001 - $50,000 | JT | $2,501 - $5,000 | Dividends | 2018 |
DIS CHARLES SCHWAB-JT ⇒ Walt Disney Company (DIS) [ST]Stocks | $15,001 - $50,000 | JT | $1 - $200 | Dividends | 2018 |
- CHARLES SCHWAB-VICTOR ⇒ Charles Schwab 0604 MMF [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | SP | $1 - $200 | Interest | 2018 |
- CHARLES SCHWAB-JT ⇒ DFA INTL CORP EQTY PORT [MF]Mutual Funds | $15,001 - $50,000 | JT | $201 - $1,000 | Dividends | 2018 |
- Cinemas Tulare LP, 3% Interest [OL]Ownership Interest | $15,001 - $50,000 | JT | $5,001 - $15,000 | Ordinary Business Income | 2018 |
- CHARLES SCHWAB-VICTOR ⇒ WA ST HLTH CARE FA 5% 44 [GS]Government Securities and Agency Debt | $15,001 - $50,000 | SP | $201 - $1,000 | Interest | 2018 |
HQH CHARLES SCHWAB-VICTOR ⇒ Tekla Healthcare Investors (HQH) [ST]Stocks | $15,001 - $50,000 | SP | $1,001 - $2,500 | Dividends | 2018 |
- CHARLES SCHWAB-VICTOR ⇒ Nacogdoches TX 3.5% 30 [GS]Government Securities and Agency Debt | $15,001 - $50,000 | SP | $201 - $1,000 | Interest | 2018 |
MSFT CHARLES SCHWAB-VICTOR ⇒ Microsoft Corporation (MSFT) [ST]Stocks | $15,001 - $50,000 | SP | $1 - $200 | Dividends | 2018 |
MDT CHARLES SCHWAB-VICTOR ⇒ Medtronic plc. Ordinary Shares (MDT) [ST]Stocks | $15,001 - $50,000 | SP | $1 - $200 | Dividends | 2018 |
- CHARLES SCHWAB-JT ⇒ Clear Lake TX WT 4.75% [CS]Corporate Securities (Bonds and Notes) | $15,001 - $50,000 | JT | $1,001 - $2,500 | Interest | 2018 |
ENB CHARLES SCHWAB-VICTOR ⇒ Enbridge Inc (ENB) [ST]Stocks | $15,001 - $50,000 | SP | $1,001 - $2,500 | Dividends | 2018 |
DUK CHARLES SCHWAB-VICTOR ⇒ Duke Energy Corporation (DUK) [ST]Stocks | $15,001 - $50,000 | SP | $1,001 - $2,500 | Dividends | 2018 |
- CHARLES SCHWAB-VICTOR ⇒ DFA INTL SUSTAINABILITY [MF]Mutual Funds | $15,001 - $50,000 | SP | $201 - $1,000 | Dividends | 2018 |
- CHARLES SCHWAB-IRA ⇒ DFA GLOBAL EQUITY PORT [MF]Mutual Funds | $15,001 - $50,000 | Dividends Not Applicable | 2018 | ||
NKE CHARLES SCHWAB-IRA ⇒ Nike, Inc. (NKE) [ST]Stocks | $15,001 - $50,000 | Dividends Not Applicable | 2018 | ||
- Everglades Estates LP, 4% Interest [OL]Ownership Interest | $1,001 - $15,000 | JT | 2018 | ||
AVNS CHARLES SCHWAB-JT ⇒ Avanos Medical, Inc. (AVNS) [ST]Stocks | $1,001 - $15,000 | JT | 2018 | ||
EMO CHARLES SCHWAB-VICTOR ⇒ ClearBridge Energy Midstream Opportunity Fund Inc. (EMO) [ST]Stocks | $1,001 - $15,000 | SP | $201 - $1,000 | Dividends | 2018 |
GE CHARLES SCHWAB-VICTOR ⇒ General Electric Company (GE) [ST]Stocks | $1,001 - $15,000 | SP | $201 - $1,000 | Dividends | 2018 |
ERF CHARLES SCHWAB-JT ⇒ Enerplus Corporation (ERF) [ST]Stocks | $1,001 - $15,000 | JT | $1 - $200 | Dividends | 2018 |
- CHARLES SCHWAB-VICTOR ⇒ DFA INTL CORE EQTY PORT [MF]Mutual Funds | $1,001 - $15,000 | SP | $201 - $1,000 | Dividends | 2018 |
- WSECU - Certificate of Deposit [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | JT | $1 - $200 | Interest | 2018 |
PCAR CHARLES SCHWAB-VICTOR ⇒ PACCAR Inc. (PCAR) [ST]Stocks | $1,001 - $15,000 | SP | $201 - $1,000 | Dividends | 2018 |
- CHARLES SCHWAB-VICTOR ⇒ Charles Schwab 0604 Cash [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | SP | $1 - $200 | Interest | 2018 |
- CHARLES SCHWAB-MASON LAKE ⇒ DFA US CORE EQUITY 1 PORT [MF]Mutual Funds | $1,001 - $15,000 | $1 - $200 | Dividends | 2018 | |
RNWK CHARLES SCHWAB-JT ⇒ RealNetworks, Inc. (RNWK) [ST]Stocks | $1,001 - $15,000 | JT | 2018 | ||
- CHARLES SCHWAB-IRA ⇒ Charles Schwab 6067 Cash [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | Interest Not Applicable | 2018 | ||
CBA CHARLES SCHWAB-VICTOR ⇒ ClearBridge American Energy MLP Fund Inc. (CBA) [ST]Stocks | None | SP | $201 - $1,000 | Dividends | 2018 |
- WA. Dept. of Retirement Systems [PE]Pensions | Undetermined | SP | $15,001 - $50,000 | Defined Benefit | 2018 |
- CHARLES SCHWAB-JT ⇒ King CO. WA SD#40 5% [GS]Government Securities and Agency Debt | None | JT | $2,501 - $5,000 | Interest | 2018 |
- WA Dept. of Retirement Systems [PE]Pensions | Undetermined | $15,001 - $50,000 | Defined Benefit | 2018 | |
- FRUCI FAMILY LLC [OL]Ownership Interest | $500,001 - $1,000,000 | SP | $2,501 - $5,000 | PTR , Rent | 2017 |
- FRUCI FAMILY LLC [OL]Ownership Interest | $500,001 - $1,000,000 | SP | $5,001 - $15,000 | PTR , Rent | 2017 |
- CHARLES SCHWAB-CASH ACCT ⇒ CASH, TIME CERTIFICATES, 100% Interest [OT]Other | $250,001 - $500,000 | $201 - $1,000 | Interest | 2017 | |
HFWA CHARLES SCHWAB-JT ⇒ Heritage Financial Corporation (HFWA) [ST]Stocks | $250,001 - $500,000 | JT | $15,001 - $50,000 | Capital Gains, Dividends | 2017 |
- LOAN TO CAMPAIGN - HECK FOR CONGRESS [OT]Other | $250,001 - $500,000 | 2017 | |||
- CHARLES SCHWAB-VICTOR ⇒ CASH, TIME CERTIFICATES [BA]Bank Accounts, Money Market Accounts and CDs | $250,001 - $500,000 | SP | $201 - $1,000 | Interest | 2017 |
- CHARLES SCHWAB-JT ⇒ DEPOSITS,CASH CREDITS, CD's [BA]Bank Accounts, Money Market Accounts and CDs | $250,001 - $500,000 | JT | $201 - $1,000 | Interest | 2017 |
JNJ CHARLES SCHWAB-IRA ⇒ Johnson & Johnson (JNJ) [ST]Stocks | $100,001 - $250,000 | Capital Gains, Not Dividends Applicable | 2017 | ||
- GALAXY CINEMAS NORTHWEST LLC [OL]Ownership Interest | $100,001 - $250,000 | JT | PTR, Rent | 2017 | |
- INTREPID LEARNING SOLUTIONS INC. [PS]Stock (Not Publicly Traded) | $100,001 - $250,000 | Capital Gains | 2017 | ||
b VANGUARD - 403(b) 7 - EQUITY INC FUND [PE]Pensions | $100,001 - $250,000 | SP | Capital Gains, Not Dividends Applicable | 2017 | |
- WSECU - CASH, CHECKING [BA]Bank Accounts, Money Market Accounts and CDs | $100,001 - $250,000 | JT | $201 - $1,000 | Interest | 2017 |
- BRUIN DEVELOPMENT L.L.C., 50% Interest [OL]Ownership Interest | $100,001 - $250,000 | Capital Gains, Rent | 2017 | ||
COST CHARLES SCHWAB-JT ⇒ Costco Wholesale Corporation (COST) [ST]Stocks | $100,001 - $250,000 | JT | $5,001 - $15,000 | Dividends | 2017 |
CVX CHARLES SCHWAB-JT ⇒ Chevron Corporation (CVX) [ST]Stocks | $100,001 - $250,000 | JT | $2,501 - $5,000 | Dividends | 2017 |
SBUX CHARLES SCHWAB-IRA ⇒ Starbucks Corporation (SBUX) [ST]Stocks | $100,001 - $250,000 | Capital Gains, Not Dividends Applicable | 2017 | ||
KMB CHARLES SCHWAB-JT ⇒ Kimberly-Clark Corporation (KMB) [ST]Stocks | $100,001 - $250,000 | JT | $2,501 - $5,000 | Dividends | 2017 |
SGIIX CHARLES SCHWAB-VICTOR ⇒ FIRST EAGLE GLOBAL FUND (SGIIX) [MF]Mutual Funds | $100,001 - $250,000 | SP | $5,001 - $15,000 | Capital Gains, Dividends | 2017 |
MMM CHARLES SCHWAB-VICTOR ⇒ 3M Company (MMM) [ST]Stocks | $100,001 - $250,000 | SP | $2,501 - $5,000 | Dividends | 2017 |
SGENX CHARLES SCHWAB-IRA ⇒ First Eagle Global Fund CL A (SGENX) [MF]Mutual Funds | $100,001 - $250,000 | Capital Gains, Not Dividends Applicable | 2017 | ||
CMCSA CHARLES SCHWAB-IRA ⇒ Comcast Corporation - Class A (CMCSA) [ST]Stocks | $100,001 - $250,000 | Capital Gains, Not Dividends Applicable | 2017 | ||
- AMERICAN FUNDS ⇒ FBO - R.D. HECK ⇒ THE GROWTH FUND OF AMERICA-529F1 [5P]529 Prepaid Tuition Plan | $50,001 - $100,000 | Capital Gains, Not Dividends Applicable | 2017 | ||
BMY CHARLES SCHWAB-VICTOR ⇒ Bristol-Myers Squibb Company (BMY) [ST]Stocks | $50,001 - $100,000 | SP | $1,001 - $2,500 | Capital Gains, Dividends | 2017 |
- CONGRESSIONAL FED. CR UNION [BA]Bank Accounts, Money Market Accounts and CDs | $50,001 - $100,000 | DC | $1 - $200 | Interest | 2017 |
- CHARLES SCHWAB-JT ⇒ DFA LARGE CAP VALUE III [MF]Mutual Funds | $50,001 - $100,000 | JT | $2,501 - $5,000 | Capital Gains, Dividends | 2017 |
- CHARLES SCHWAB-JT ⇒ DFA US SMALL CAP PORT [MF]Mutual Funds | $50,001 - $100,000 | JT | $1,001 - $2,500 | Capital Gains, Dividends | 2017 |
- CHARLES SCHWAB-JT ⇒ ISHARES MRNSTAR LRG CAP [EF]Exchange Traded Funds (ETF) | $50,001 - $100,000 | JT | $201 - $1,000 | Dividends | 2017 |
- AMERICAN FUNDS ⇒ FBO - R.D. HECK ⇒ WASHINGTON MUTUAL INVESTORS FUND-529F1 [5P]529 Prepaid Tuition Plan | $50,001 - $100,000 | Capital Gains, Not Dividends Applicable | 2017 | ||
UL CHARLES SCHWAB-VICTOR ⇒ Unilever PLC (UL) [ST]Stocks | $50,001 - $100,000 | SP | $1,001 - $2,500 | Dividends | 2017 |
- CHARLES SCHWAB-VICTOR ⇒ WA ST HEALTH CAREFACS AUTH 5%/42 [GS]Government Securities and Agency Debt | $50,001 - $100,000 | SP | $1,001 - $2,500 | Interest | 2017 |
GSK CHARLES SCHWAB-JT ⇒ GlaxoSmithKline PLC (GSK) [ST]Stocks | $50,001 - $100,000 | JT | $2,501 - $5,000 | Dividends | 2017 |
- AMERICAN FUNDS ⇒ FBO M. HECK ⇒ Growth Fund of America-529F1 [5P]529 Prepaid Tuition Plan | $50,001 - $100,000 | Capital Gains, Not Dividends Applicable | 2017 | ||
- CHARLES SCHWAB-JT ⇒ KING CO WA SD#40 5% [GS]Government Securities and Agency Debt | $50,001 - $100,000 | JT | $2,501 - $5,000 | Interest | 2017 |
- AMERICAN FUNDS ⇒ FBO M. HECK ⇒ WASHINGTON MUTUAL INVESTORS FD-529F1 [5P]529 Prepaid Tuition Plan | $50,001 - $100,000 | Capital Gains Not Applicable | 2017 | ||
ENB CHARLES SCHWAB-VICTOR ⇒ Enbridge Inc (ENB) [ST]Stocks | $15,001 - $50,000 | SP | $201 - $1,000 | Dividends | 2017 |
- CHARLES SCHWAB-JT ⇒ HARRIS CO TX CULT E 5% [GS]Government Securities and Agency Debt | $15,001 - $50,000 | JT | $1,001 - $2,500 | Interest | 2017 |
- CHARLES SCHWAB-JT ⇒ NUSTAR ENERGY LP [OL]Ownership Interest | $15,001 - $50,000 | JT | Capital Gains, Dividends, Interest, Ordinary | 2017 | |
RNWK CHARLES SCHWAB-JT ⇒ RealNetworks, Inc. (RNWK) [ST]Stocks | $15,001 - $50,000 | JT | 2017 | ||
DUK CHARLES SCHWAB-VICTOR ⇒ Duke Energy Corporation (DUK) [ST]Stocks | $15,001 - $50,000 | SP | $1,001 - $2,500 | Dividends | 2017 |
GE CHARLES SCHWAB-VICTOR ⇒ General Electric Company (GE) [ST]Stocks | $15,001 - $50,000 | SP | $201 - $1,000 | Dividends | 2017 |
- CHARLES SCHWAB-VICTOR ⇒ NACOGDOCHES TX 3.5% [GS]Government Securities and Agency Debt | $15,001 - $50,000 | SP | $201 - $1,000 | Interest | 2017 |
HQH CHARLES SCHWAB-VICTOR ⇒ Tekla Healthcare Investors (HQH) [ST]Stocks | $15,001 - $50,000 | SP | $1,001 - $2,500 | Capital Gains | 2017 |
- CHARLES SCHWAB-VICTOR ⇒ WA ST HEALTH CAREFACS AUTH 5%/44 [GS]Government Securities and Agency Debt | $15,001 - $50,000 | SP | $201 - $1,000 | Interest | 2017 |
- CINEMAS TULARE LP [OL]Ownership Interest | $15,001 - $50,000 | JT | $5,001 - $15,000 | PTR | 2017 |
- EVERGLADES ESTATES LP [OL]Ownership Interest | $15,001 - $50,000 | JT | PTR | 2017 | |
- CHARLES SCHWAB-JT ⇒ CLEAR LAKE TX WT 4.75% [GS]Government Securities and Agency Debt | $15,001 - $50,000 | JT | $1,001 - $2,500 | Interest | 2017 |
SWVXX CHARLES SCHWAB-IRA ⇒ SCHWAB VALUE ADVANTAGE (SWVXX) [MF]Mutual Funds | $15,001 - $50,000 | Capital Gains, Dividends | 2017 | ||
PG CHARLES SCHWAB-IRA ⇒ Procter & Gamble Company (PG) [ST]Stocks | $15,001 - $50,000 | Capital Gains, Not Dividends Applicable | 2017 | ||
- CHARLES SCHWAB-IRA ⇒ Oppenheimer Global Oppty FD CL A [MF]Mutual Funds | $15,001 - $50,000 | Capital Gains, Not Dividends Applicable | 2017 | ||
- CHARLES SCHWAB-IRA ⇒ Oakmark Intl Fd INV [MF]Mutual Funds | $15,001 - $50,000 | Capital Gains, Not Dividends Applicable | 2017 | ||
NKE CHARLES SCHWAB-IRA ⇒ Nike, Inc. (NKE) [ST]Stocks | $15,001 - $50,000 | Capital Gains, Not Dividends Applicable | 2017 | ||
- CHARLES SCHWAB-IRA ⇒ DFA Global Equity [MF]Mutual Funds | $15,001 - $50,000 | Capital Gains, Not Dividends Applicable | 2017 | ||
- CHARLES SCHWAB-IRA ⇒ CASH, MMF [IH]IRA (Held in Cash) | $15,001 - $50,000 | Interest Not Applicable | 2017 | ||
- WSECU - CERTIFICATE OF DEPOSIT [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | JT | $1 - $200 | Interest | 2017 |
HYH CHARLES SCHWAB-JT ⇒ Halyard Health, Inc. (HYH) [ST]Stocks | $1,001 - $15,000 | JT | 2017 | ||
CBA CHARLES SCHWAB-VICTOR ⇒ ClearBridge American Energy MLP Fund Inc. (CBA) [ST]Stocks | $1,001 - $15,000 | SP | $1,001 - $2,500 | Dividends | 2017 |
- CHARLES SCHWAB-MASON LAKE ⇒ DFA US CORE EQTY 1 PORT [MF]Mutual Funds | $1,001 - $15,000 | $1 - $200 | Dividends | 2017 | |
ERF CHARLES SCHWAB-JT ⇒ Enerplus Corporation (ERF) [ST]Stocks | $1,001 - $15,000 | JT | $1 - $200 | Dividends | 2017 |
- CHARLES SCHWAB-IRA ⇒ GUGGENHEIM CHINA SM CAP ETF [EF]Exchange Traded Funds (ETF) | None | Capital Gains Not Applicable | 2017 | ||
VZ CHARLES SCHWAB-IRA ⇒ Verizon Communications Inc. (VZ) [ST]Stocks | None | Capital Gains Not Applicable | 2017 | ||
GE CHARLES SCHWAB-JT ⇒ General Electric Company (GE) [ST]Stocks | None | JT | $1,001 - $2,500 | Dividends | 2017 |
- VANGUARD-WINDSOR FUND [MF]Mutual Funds | None | DC | $1,001 - $2,500 | Capital Gains, Dividends | 2017 |
- WA DEPT. RETIREMENT SYSTEMS [PE]Pensions | Undetermined | 2017 | |||
SDRL CHARLES SCHWAB-VICTOR ⇒ Seadrill Limited Ordinary Shares (SDRL) [ST]Stocks | None | SP | 2017 | ||
C CHARLES SCHWAB-IRA ⇒ Citigroup, Inc. (C) [ST]Stocks | None | Dividends Not Applicable | 2017 | ||
- WA DEPT. OF RETIREMENT SYSTEMS [PE]Pensions | Undetermined | SP | $15,001 - $50,000 | RETIREMENT | 2017 |
- CHARLES SCHWAB-VICTOR ⇒ WA STATE REV-D 20,000 [GS]Government Securities and Agency Debt | None | SP | $201 - $1,000 | Interest | 2017 |
- AMERICAN FUNDS ⇒ FBO M. HECK ⇒ WASHINGTON MUTUAL INVESTORS FD-529A [5P]529 Prepaid Tuition Plan | None | Capital Gains Not Applicable | 2017 | ||
SSW CHARLES SCHWAB-JT ⇒ Seaspan Corporation Seaspan Corporation Common Shares (SSW) [ST]Stocks | None | JT | 2017 | ||
- AMERICAN FUNDS ⇒ FBO - R.D. HECK ⇒ Growth Fund of America-529A [5P]529 Prepaid Tuition Plan | None | Capital Gains Not Applicable | 2017 | ||
- AMERICAN FUNDS ⇒ FBO - R.D. HECK ⇒ WASHINGTON MUTUAL INVESTORS FD-529A [5P]529 Prepaid Tuition Plan | None | Capital Gains Not Applicable | 2017 | ||
- AMERICAN FUNDS ⇒ FBO M. HECK ⇒ THE GROWTH FUND OF AMERICA-529A [5P]529 Prepaid Tuition Plan | None | Capital Gains Not Applicable | 2017 | ||
SGENX CHARLES SCHWAB-IRA ⇒ First Eagle Global Fund CL A (SGENX) [MF]Mutual Funds | None | Capital Gains Not Applicable | 2017 | ||
- FRUCI FAMILY LLC | $500,001 - $1,000,000 | SP | $15,001 - $50,000 | PTR , Rent | 2016 |
- FRUCI FAMILY LLC | $500,001 - $1,000,000 | SP | $15,001 - $50,000 | PTR , Rent | 2016 |
- WSECU - CASH, CHECKING | $500,001 - $1,000,000 | JT | $201 - $1,000 | Interest | 2016 |
- BRUIN DEVELOPMENT L.L.C. | $250,001 - $500,000 | PTR , Rent | 2016 | ||
- MORGAN STANLEY - VICTOR LLC ⇒ CASH, MMF | $250,001 - $500,000 | SP | $1 - $200 | Interest | 2016 |
- MORGAN STANLEY - JT TEN ⇒ CASH, MMF | $250,001 - $500,000 | JT | $1 - $200 | Interest | 2016 |
- LOAN TO CAMPAIGN - HECK FOR CONGRESS | $250,001 - $500,000 | 2016 | |||
HFWA MORGAN STANLEY - JT TEN ⇒ Heritage Financial Corporation (HFWA) | $250,001 - $500,000 | JT | $5,001 - $15,000 | Dividends | 2016 |
JNJ MORGAN STANLEY SUPER SIMPLE 401(k) ⇒ Johnson & Johnson (JNJ) | $100,001 - $250,000 | Dividends Not Applicable | 2016 | ||
CVX MORGAN STANLEY - JT TEN ⇒ Chevron Corporation (CVX) | $100,001 - $250,000 | JT | $2,501 - $5,000 | Dividends | 2016 |
- INTREPID LEARNING SOLUTIONS INC. | $100,001 - $250,000 | $50,001 - $100,000 | Capital Gains | 2016 | |
KMB MORGAN STANLEY - JT TEN ⇒ Kimberly-Clark Corporation (KMB) | $100,001 - $250,000 | JT | $2,501 - $5,000 | Dividends | 2016 |
MMM MORGAN STANLEY - VICTOR LLC ⇒ 3M Company (MMM) | $100,001 - $250,000 | SP | $2,501 - $5,000 | Dividends | 2016 |
CMCSA MORGAN STANLEY SUPER SIMPLE 401(k) ⇒ Comcast Corporation - Class A (CMCSA) | $100,001 - $250,000 | Dividends Not Applicable | 2016 | ||
COST MORGAN STANLEY - JT TEN ⇒ Costco Wholesale Corporation (COST) | $100,001 - $250,000 | JT | $1,001 - $2,500 | Dividends | 2016 |
SBUX MORGAN STANLEY SUPER SIMPLE 401(k) ⇒ Starbucks Corporation (SBUX) | $100,001 - $250,000 | Dividends Not Applicable | 2016 | ||
b VANGUARD - 403(b) 7 - EQUITY INC FUND | $100,001 - $250,000 | SP | Capital Gains, Not Dividends Applicable | 2016 | |
- GALAXY CINEMAS NORTHWEST LLC | $100,001 - $250,000 | JT | $201 - $1,000 | PTR, Rent | 2016 |
k MORGAN STANLEY SUPER SIMPLE 401(k) ⇒ CASH, MMF | $50,001 - $100,000 | Interest Not Applicable | 2016 | ||
- MORGAN STANLEY - JT TEN ⇒ KING CO WA SCH DIST 403 BOND | $50,001 - $100,000 | JT | $2,501 - $5,000 | Interest | 2016 |
- MORGAN STANLEY - VICTOR LLC ⇒ FIRST EAGLE GLOBAL C | $50,001 - $100,000 | SP | $1,001 - $2,500 | Capital Gains, Dividends | 2016 |
BMY MORGAN STANLEY - VICTOR LLC ⇒ Bristol-Myers Squibb Company (BMY) | $50,001 - $100,000 | SP | $1,001 - $2,500 | Dividends | 2016 |
- MORGAN STANLEY - JT TEN ⇒ CLARK CO NEV SCH DIST BOND | $50,001 - $100,000 | JT | $2,501 - $5,000 | Interest | 2016 |
- CONGRESSIONAL FED. CR UNION | $50,001 - $100,000 | DC | $1 - $200 | Interest | 2016 |
GE MORGAN STANLEY - JT TEN ⇒ General Electric Company (GE) | $50,001 - $100,000 | JT | $1,001 - $2,500 | Dividends | 2016 |
GSK MORGAN STANLEY - JT TEN ⇒ GlaxoSmithKline PLC (GSK) | $50,001 - $100,000 | JT | $2,501 - $5,000 | Dividends | 2016 |
SGENX MORGAN STANLEY SUPER SIMPLE 401(k) ⇒ FIRST EAGLE GLOBAL A (SGENX) | $50,001 - $100,000 | Capital Gains, Not Dividends Applicable | 2016 | ||
- MORGAN STANLEY - VICTOR LLC ⇒ WA ST HEALTH CARE FACS AUTH BOND | $50,001 - $100,000 | SP | $1,001 - $2,500 | Interest | 2016 |
- EVERGLADES ESTATES LP | $15,001 - $50,000 | JT | PTR | 2016 | |
- MORGAN STANLEY - VICTOR LLC ⇒ WA ST REV MTR VEH FUEL TAX-D BOND | $15,001 - $50,000 | SP | $201 - $1,000 | Interest | 2016 |
- CINEMAS TULARE LP | $15,001 - $50,000 | JT | $5,001 - $15,000 | PTR | 2016 |
- MORGAN STANLEY - JT TEN ⇒ UN NEB UNIV REVS STUDENT HSG BOND | $15,001 - $50,000 | JT | $201 - $1,000 | Interest | 2016 |
HQH MORGAN STANLEY - VICTOR LLC ⇒ Tekla Healthcare Investors (HQH) | $15,001 - $50,000 | SP | $1,001 - $2,500 | Capital Gains, Dividends | 2016 |
- AMERICAN FUNDS ⇒ FBO M. HECK ⇒ WASHINGTON MUTUAL INVESTORS FUND-529A | $15,001 - $50,000 | $2,501 - $5,000 | Capital Gains, Dividends | 2016 | |
- MORGAN STANLEY - VICTOR LLC ⇒ WA ST HEALTH CARE FACS AUTH BOND | $15,001 - $50,000 | SP | $201 - $1,000 | Interest | 2016 |
- AMERICAN FUNDS ⇒ FBO M. HECK ⇒ Growth Fund of America-529A | $15,001 - $50,000 | $2,501 - $5,000 | Capital Gains, Dividends | 2016 | |
- MORGAN STANLEY - JT TEN ⇒ HARRIS CO TE CULT ED FACS BOND | $15,001 - $50,000 | JT | $1,001 - $2,500 | Interest | 2016 |
- MORGAN STANLEY - JT TEN ⇒ YAKIMA CO WA SCH DIST 208 BOND | $15,001 - $50,000 | JT | $1,001 - $2,500 | Interest | 2016 |
DUK MORGAN STANLEY - VICTOR LLC ⇒ Duke Energy Corporation (DUK) | $15,001 - $50,000 | SP | $1,001 - $2,500 | Dividends | 2016 |
GE MORGAN STANLEY - VICTOR LLC ⇒ General Electric Company (GE) | $15,001 - $50,000 | SP | $201 - $1,000 | Dividends | 2016 |
UL MORGAN STANLEY - VICTOR LLC ⇒ Unilever PLC (UL) | $15,001 - $50,000 | SP | $1,001 - $2,500 | Dividends | 2016 |
- MORGAN STANLEY - VICTOR LLC ⇒ NACOGDOCHES TX GENL OBLIG BOND | $15,001 - $50,000 | SP | $201 - $1,000 | Interest | 2016 |
NS MORGAN STANLEY - JT TEN ⇒ Nustar Energy L.P. Common Units (NS) | $15,001 - $50,000 | JT | $201 - $1,000 | Dividends, Interest, ORDINARY | 2016 |
SE MORGAN STANLEY - VICTOR LLC ⇒ Spectra Energy Corp (SE) | $15,001 - $50,000 | SP | $201 - $1,000 | Dividends | 2016 |
RNWK MORGAN STANLEY - JT TEN ⇒ RealNetworks, Inc. (RNWK) | $15,001 - $50,000 | JT | Dividends | 2016 | |
SSW MORGAN STANLEY - JT TEN ⇒ Seaspan Corporation Seaspan Corporation Common DIVIDEND Shares (SSW) | $15,001 - $50,000 | JT | $2,501 - $5,000 | Dividends, NON DISTRIBUTIONS | 2016 |
- MORGAN STANLEY - JT TEN ⇒ SEATTLE WA DRAIN & WW REV BOND | $15,001 - $50,000 | JT | $1,001 - $2,500 | Interest | 2016 |
PG MORGAN STANLEY SUPER SIMPLE 401(k) ⇒ Procter & Gamble Company (PG) | $15,001 - $50,000 | Dividends Not Applicable | 2016 | ||
- MORGAN STANLEY - JT TEN ⇒ CLEAR LAKE TX WTR REV A BOND | $15,001 - $50,000 | JT | $1,001 - $2,500 | Interest | 2016 |
PIN MORGAN STANLEY SUPER SIMPLE 401(k) ⇒ PowerShares India Portfolio (PIN) | $1,001 - $15,000 | Interest Not Applicable | 2016 | ||
- WSECU - CERTIFICATE OF DEPOSIT | $1,001 - $15,000 | JT | $1 - $200 | Interest | 2016 |
- VANGUARD-WINDSOR FUND | $1,001 - $15,000 | DC | $201 - $1,000 | Capital Gains, Dividends | 2016 |
VOD MORGAN STANLEY SUPER SIMPLE 401(k) ⇒ Vodafone Group Plc - American Depositary Shares each representing ten Ordinary Shares (VOD) | $1,001 - $15,000 | Dividends Not Applicable | 2016 | ||
VZ MORGAN STANLEY SUPER SIMPLE 401(k) ⇒ Verizon Communications Inc. (VZ) | $1,001 - $15,000 | Dividends Not Applicable | 2016 | ||
VALE MORGAN STANLEY SUPER SIMPLE 401(k) ⇒ VALE S.A. American Depositary Shares Each Representing one common share (VALE) | $1,001 - $15,000 | Dividends Not Applicable | 2016 | ||
- AMERICAN FUNDS ⇒ FBO - R.D. HECK ⇒ WASHINGTON MUTUAL INVESTORS FUND-529A | $1,001 - $15,000 | $201 - $1,000 | Capital Gains, Dividends | 2016 | |
- AMERICAN FUNDS ⇒ FBO - R.D. HECK ⇒ THE GROWTH FUND OF AMERICA-529A | $1,001 - $15,000 | $201 - $1,000 | Capital Gains, Dividends | 2016 | |
HAO MORGAN STANLEY SUPER SIMPLE 401(k) ⇒ Guggenheim China Small Cap Index ETF (HAO) | $1,001 - $15,000 | Dividends Not Applicable | 2016 | ||
C MORGAN STANLEY SUPER SIMPLE 401(k) ⇒ Citigroup, Inc. (C) | $1,001 - $15,000 | Interest Not Applicable | 2016 | ||
SDLP MORGAN STANLEY - VICTOR LLC ⇒ Seadrill Partners LLC Common Units Representing Limited Liability Company Interests (SDLP) | $1,001 - $15,000 | SP | Dividends | 2016 | |
CBA MORGAN STANLEY - VICTOR LLC ⇒ ClearBridge American Energy MLP Fund Inc. (CBA) DISTRIBUTIONS | $1,001 - $15,000 | SP | $1,001 - $2,500 | NON DIVIDEND | 2016 |
HYH MORGAN STANLEY - JT TEN ⇒ Halyard Health, Inc. (HYH) | $1,001 - $15,000 | JT | Dividends | 2016 | |
ERF MORGAN STANLEY - JT TEN ⇒ Enerplus Corporation (ERF) | $1,001 - $15,000 | JT | $1 - $200 | Dividends | 2016 |
- AMERICAN FUNDS ⇒ FBO M. HECK ⇒ WASHINGTON MUTUAL INVESTORS FUND-529C | None | $1 - $200 | Dividends | 2016 | |
- MORGAN STANLEY - JT TEN ⇒ FNMA MED TERM NOTE | None | JT | Interest | 2016 | |
- WA DEPT. OF RETIREMENT SYSTEMS | Undetermined | SP | $15,001 - $50,000 | RETIREMENT | 2016 |
- WA DEPT. RETIREMENT SYSTEMS | Undetermined | 2016 | |||
- MORGAN STANLEY - JT TEN ⇒ KING CO HSG-I BE 6700 20JA01 (494759LM3) | None | JT | $5,001 - $15,000 | Interest | 2016 |
- MORGAN STANLEY - JT TEN ⇒ NV SYS HIGHER ED UNIV REV-B BOND | None | JT | $1 - $200 | Interest | 2016 |
- MORGAN STANLEY - JT TEN ⇒ NV SYS HIGHR ED UNIV REV-B BOND | None | JT | $201 - $1,000 | Interest | 2016 |
- MORGAN STANLEY - JT TEN ⇒ PIERCE/LEWIS WA SCH DIST 404 BOND | None | JT | $201 - $1,000 | Interest | 2016 |
- MORGAN STANLEY - JT TEN ⇒ PIERCE/LEWIS WA SCH DIST 404 BOND | None | JT | $201 - $1,000 | Interest | 2016 |
- MORGAN STANLEY - JT TEN ⇒ VANCOUVER HSG BE 6650 (921626HA8) | None | JT | $2,501 - $5,000 | Interest | 2016 |
- AMERICAN FUNDS ⇒ FBO M. HECK ⇒ THE GROWTH FUND OF AMERICA-529C | None | Capital Gains | 2016 | ||
- FRUCI FAMILY LLC | $500,001 - $1,000,000 | SP | $15,001 - $50,000 | PTR , Rent | 2015 |
- FRUCI FAMILY LLC | $500,001 - $1,000,000 | SP | $15,001 - $50,000 | PTR , Rent | 2015 |
- WSECU - CASH, CHECKING | $250,001 - $500,000 | JT | $201 - $1,000 | Interest | 2015 |
HFWA MORGAN STANLEY - JT TEN ⇒ Heritage Financial Corporation (HFWA) | $250,001 - $500,000 | JT | $5,001 - $15,000 | Dividends | 2015 |
- LOAN TO CAMPAIGN - HECK FOR CONGRESS | $250,001 - $500,000 | 2015 | |||
- BRUIN DEVELOPMENT L.L.C. | $250,001 - $500,000 | PTR , Rent | 2015 | ||
- MORGAN STANLEY - VICTOR LLC ⇒ CASH, MMF | $250,001 - $500,000 | SP | $1 - $200 | Interest | 2015 |
COST MORGAN STANLEY - JT TEN ⇒ Costco Wholesale Corporation (COST) | $100,001 - $250,000 | JT | $5,001 - $15,000 | Dividends | 2015 |
- MORGAN STANLEY - JT TEN ⇒ CASH, MMF | $100,001 - $250,000 | JT | $1 - $200 | Interest | 2015 |
MMM MORGAN STANLEY - VICTOR LLC ⇒ 3M Company (MMM) | $100,001 - $250,000 | SP | $2,501 - $5,000 | Dividends | 2015 |
- GALAXY CINEMAS NORTHWEST LLC | $100,001 - $250,000 | JT | $201 - $1,000 | PTR, Rent | 2015 |
KMB MORGAN STANLEY - JT TEN ⇒ Kimberly-Clark Corporation (KMB) | $100,001 - $250,000 | JT | $2,501 - $5,000 | Dividends | 2015 |
b VANGUARD - 403(b) 7 - EQUITY INC FUND | $100,001 - $250,000 | SP | Capital Gains, Not Dividends Applicable | 2015 | |
SBUX MORGAN STANLEY SUPER SIMPLE 401(k) ⇒ Starbucks Corporation (SBUX) | $100,001 - $250,000 | Dividends Not Applicable | 2015 | ||
JNJ MORGAN STANLEY SUPER SIMPLE 401(k) ⇒ Johnson & Johnson (JNJ) | $100,001 - $250,000 | Dividends Not Applicable | 2015 | ||
BMY MORGAN STANLEY - VICTOR LLC ⇒ Bristol-Myers Squibb Company (BMY) | $100,001 - $250,000 | SP | $1,001 - $2,500 | Dividends | 2015 |
- MORGAN STANLEY - JT TEN ⇒ VANCOUVER HSG BE 6650 (921626HA8) | $50,001 - $100,000 | JT | $2,501 - $5,000 | Interest | 2015 |
GSK MORGAN STANLEY - JT TEN ⇒ GlaxoSmithKline PLC (GSK) | $50,001 - $100,000 | JT | $2,501 - $5,000 | Dividends | 2015 |
GE MORGAN STANLEY - JT TEN ⇒ General Electric Company (GE) | $50,001 - $100,000 | JT | $1,001 - $2,500 | Dividends | 2015 |
- MORGAN STANLEY - JT TEN ⇒ KING CO HSG-I BE 6700 20JA01 (494759LM3) | $50,001 - $100,000 | JT | $2,501 - $5,000 | Interest | 2015 |
CVX MORGAN STANLEY - JT TEN ⇒ Chevron Corporation (CVX) | $50,001 - $100,000 | JT | $2,501 - $5,000 | Dividends | 2015 |
- MORGAN STANLEY - JT TEN ⇒ CLARK CO NEV SCH DIST BOND | $50,001 - $100,000 | JT | $2,501 - $5,000 | Interest | 2015 |
SGENX MORGAN STANLEY SUPER SIMPLE 401(k) ⇒ FIRST EAGLE GLOBAL A (SGENX) | $50,001 - $100,000 | Capital Gains, Not Dividends Applicable | 2015 | ||
- INTREPID LEARNING SOLUTIONS INC. | $50,001 - $100,000 | 2015 | |||
CMCSA MORGAN STANLEY SUPER SIMPLE 401(k) ⇒ Comcast Corporation - Class A (CMCSA) | $50,001 - $100,000 | Dividends Not Applicable | 2015 | ||
- MORGAN STANLEY - VICTOR LLC ⇒ WA ST HEALTH CARE FACS AUTH BOND | $50,001 - $100,000 | SP | $1,001 - $2,500 | Interest | 2015 |
- MORGAN STANLEY - JT TEN ⇒ KING CO WA SCH DIST 403 BOND | $50,001 - $100,000 | JT | $2,501 - $5,000 | Interest | 2015 |
- CONGRESSIONAL FED. CR UNION | $50,001 - $100,000 | DC | Interest | 2015 | |
GE MORGAN STANLEY - VICTOR LLC ⇒ General Electric Company (GE) | $15,001 - $50,000 | SP | $201 - $1,000 | Dividends | 2015 |
- AMERICAN FUNDS ⇒ FBO M. HECK ⇒ THE GROWTH FUND OF AMERICA-529C | $15,001 - $50,000 | $2,501 - $5,000 | Capital Gains | 2015 | |
- AMERICAN FUNDS ⇒ FBO M. HECK ⇒ WASHINGTON MUTUAL INVESTORS FUND-529C | $15,001 - $50,000 | $1,001 - $2,500 | Capital Gains, Dividends | 2015 | |
- CINEMAS TULARE LP | $15,001 - $50,000 | JT | $100,001 - $1,000,000 | Capital Gains, PTR | 2015 |
SSW MORGAN STANLEY - JT TEN ⇒ Seaspan Corporation Seaspan Corporation Common DIVIDEND Shares (SSW) | $15,001 - $50,000 | JT | $2,501 - $5,000 | Dividends, NON DISTRIBUTIONS | 2015 |
- MORGAN STANLEY - JT TEN ⇒ SEATTLE WA DRAIN & WW REV BOND | $15,001 - $50,000 | JT | $1,001 - $2,500 | Interest | 2015 |
- MORGAN STANLEY - JT TEN ⇒ UN NEB UNIV REVS STUDENT HSG BOND | $15,001 - $50,000 | JT | $201 - $1,000 | Interest | 2015 |
- MORGAN STANLEY - JT TEN ⇒ YAKIMA CO WA SCH DIST 208 BOND | $15,001 - $50,000 | JT | $1,001 - $2,500 | Interest | 2015 |
DUK MORGAN STANLEY - VICTOR LLC ⇒ Duke Energy Corporation (DUK) | $15,001 - $50,000 | SP | $1,001 - $2,500 | Dividends | 2015 |
- MORGAN STANLEY - VICTOR LLC ⇒ FIRST EAGLE GLOBAL C | $15,001 - $50,000 | SP | $201 - $1,000 | Capital Gains, Dividends | 2015 |
- MORGAN STANLEY - VICTOR LLC ⇒ NACOGDOCHES TX GENL OBLIG BOND | $15,001 - $50,000 | SP | $201 - $1,000 | Interest | 2015 |
HQH MORGAN STANLEY - VICTOR LLC ⇒ Tekla Healthcare Investors (HQH) | $15,001 - $50,000 | SP | $2,501 - $5,000 | Capital Gains, Dividends | 2015 |
UL MORGAN STANLEY - VICTOR LLC ⇒ Unilever PLC (UL) | $15,001 - $50,000 | SP | $1,001 - $2,500 | Dividends | 2015 |
- MORGAN STANLEY - VICTOR LLC ⇒ WA ST HEALTH CARE FACS AUTH BOND | $15,001 - $50,000 | SP | $201 - $1,000 | Interest | 2015 |
- MORGAN STANLEY - VICTOR LLC ⇒ WA ST REV MTR VEH FUEL TAX-D BOND | $15,001 - $50,000 | SP | $201 - $1,000 | Interest | 2015 |
k MORGAN STANLEY SUPER SIMPLE 401(k) ⇒ CASH, MMF | $15,001 - $50,000 | Interest Not Applicable | 2015 | ||
PG MORGAN STANLEY SUPER SIMPLE 401(k) ⇒ Procter & Gamble Company (PG) | $15,001 - $50,000 | Dividends Not Applicable | 2015 | ||
- EVERGLADES ESTATES LP | $15,001 - $50,000 | JT | PTR | 2015 | |
- MORGAN STANLEY - JT TEN ⇒ CLEAR LAKE TX WTR REV A BOND | $15,001 - $50,000 | JT | $1,001 - $2,500 | Interest | 2015 |
- MORGAN STANLEY - JT TEN ⇒ HARRIS CO TE CULT ED FACS BOND | $15,001 - $50,000 | JT | $1,001 - $2,500 | Interest | 2015 |
NS MORGAN STANLEY - JT TEN ⇒ Nustar Energy L.P. Common Units (NS) | $15,001 - $50,000 | JT | Interest, ORDINARY | 2015 | |
- MORGAN STANLEY - JT TEN ⇒ NV SYS HIGHR ED UNIV REV-B BOND | $15,001 - $50,000 | JT | $201 - $1,000 | Interest | 2015 |
RNWK MORGAN STANLEY - JT TEN ⇒ RealNetworks, Inc. (RNWK) | $15,001 - $50,000 | JT | Dividends | 2015 | |
- MORGAN STANLEY - JT TEN ⇒ PIERCE/LEWIS WA SCH DIST 404 BOND | $1,001 - $15,000 | JT | $201 - $1,000 | Interest | 2015 |
- MORGAN STANLEY - JT TEN ⇒ PIERCE/LEWIS WA SCH DIST 404 BOND | $1,001 - $15,000 | JT | $201 - $1,000 | Interest | 2015 |
PIN MORGAN STANLEY SUPER SIMPLE 401(k) ⇒ PowerShares India Portfolio (PIN) | $1,001 - $15,000 | Interest Not Applicable | 2015 | ||
HAO MORGAN STANLEY SUPER SIMPLE 401(k) ⇒ Guggenheim China Small Cap Index ETF (HAO) | $1,001 - $15,000 | Dividends Not Applicable | 2015 | ||
- MORGAN STANLEY - JT TEN ⇒ NV SYS HIGHER ED UNIV REV-B BOND | $1,001 - $15,000 | JT | $201 - $1,000 | Interest | 2015 |
C MORGAN STANLEY SUPER SIMPLE 401(k) ⇒ Citigroup, Inc. (C) | $1,001 - $15,000 | Interest Not Applicable | 2015 | ||
SE MORGAN STANLEY - VICTOR LLC ⇒ Spectra Energy Corp (SE) | $1,001 - $15,000 | SP | $201 - $1,000 | Dividends | 2015 |
SDLP MORGAN STANLEY - VICTOR LLC ⇒ Seadrill Partners LLC Common Units Representing Limited Liability Company Interests (SDLP) | $1,001 - $15,000 | SP | Dividends | 2015 | |
- WSECU - CERTIFICATE OF DEPOSIT | $1,001 - $15,000 | JT | $1 - $200 | Interest | 2015 |
HYH MORGAN STANLEY - JT TEN ⇒ Halyard Health, Inc. (HYH) | $1,001 - $15,000 | JT | Dividends | 2015 | |
CBA MORGAN STANLEY - VICTOR LLC ⇒ ClearBridge American Energy MLP Fund Inc. (CBA) DISTRIBUTIONS | $1,001 - $15,000 | SP | $1,001 - $2,500 | NON DIVIDEND | 2015 |
ERF MORGAN STANLEY - JT TEN ⇒ Enerplus Corporation (ERF) | $1,001 - $15,000 | JT | $201 - $1,000 | Dividends | 2015 |
- VANGUARD-WINDSOR FUND | $1,001 - $15,000 | DC | $201 - $1,000 | Capital Gains, Dividends | 2015 |
VOD MORGAN STANLEY SUPER SIMPLE 401(k) ⇒ Vodafone Group Plc - American Depositary Shares each representing ten Ordinary Shares (VOD) | $1,001 - $15,000 | Dividends Not Applicable | 2015 | ||
VZ MORGAN STANLEY SUPER SIMPLE 401(k) ⇒ Verizon Communications Inc. (VZ) | $1,001 - $15,000 | Dividends Not Applicable | 2015 | ||
VALE MORGAN STANLEY SUPER SIMPLE 401(k) ⇒ VALE S.A. American Depositary Shares Each Representing one common share (VALE) | $1,001 - $15,000 | Dividends Not Applicable | 2015 | ||
- MORGAN STANLEY - JT TEN ⇒ FNMA MED TERM NOTE | $1 - $1,000 | JT | $1 - $200 | Interest | 2015 |
- AMERICAN FUNDS ⇒ FBO - R.D. HECK ⇒ THE GROWTH FUND OF AMERICA-529C | None | $201 - $1,000 | Dividends | 2015 | |
- WA DEPT. OF RETIREMENT SYSTEMS | Undetermined | SP | $15,001 - $50,000 | RETIREMENT | 2015 |
- WA DEPT. RETIREMENT SYSTEMS | Undetermined | 2015 | |||
- AMERICAN FUNDS ⇒ FBO M. HECK ⇒ AMERICAN BALANCED FUND-529C | None | 2015 | |||
- AMERICAN FUNDS ⇒ FBO - R.D. HECK ⇒ AMERICAN BALANCED FUND-529C | None | $1 - $200 | Capital Gains, Dividends | 2015 | |
- AMERICAN FUNDS ⇒ FBO - R.D. HECK ⇒ WASHINGTON MUTUAL INVESTORS FUND-529C | None | $201 - $1,000 | Dividends | 2015 | |
- FRUCI FAMILY LLC | $500,001 - $1,000,000 | SP | $15,001 - $50,000 | PTR , Rent | 2014 |
- FRUCI FAMILY LLC | $500,001 - $1,000,000 | SP | $15,001 - $50,000 | PTR , Rent | 2014 |
- INTREPID LEARNING SOLUTIONS INC. | $500,001 - $1,000,000 | 2014 | |||
- MORGAN STANLEY - VICTOR LLC ⇒ CASH, MMF | $250,001 - $500,000 | SP | $1 - $200 | Interest | 2014 |
- LOAN TO CAMPAIGN - HECK FOR CONGRESS | $250,001 - $500,000 | 2014 | |||
- BRUIN DEVELOPMENT L.L.C. | $250,001 - $500,000 | PTR , Rent | 2014 | ||
KMB MORGAN STANLEY - JT TEN ⇒ Kimberly-Clark Corporation (KMB) | $100,001 - $250,000 | JT | $2,501 - $5,000 | Dividends | 2014 |
- CINEMAS TULARE LP | $100,001 - $250,000 | JT | $5,001 - $15,000 | PTR | 2014 |
- MORGAN STANLEY - JT TEN ⇒ CASH, MMF | $100,001 - $250,000 | JT | $1 - $200 | Interest | 2014 |
HFWA MORGAN STANLEY - JT TEN ⇒ Heritage Financial Corporation (HFWA) | $100,001 - $250,000 | JT | $5,001 - $15,000 | Dividends | 2014 |
- WSECU - CASH, CHECKING | $100,001 - $250,000 | JT | $1 - $200 | Interest | 2014 |
MMM MORGAN STANLEY - VICTOR LLC ⇒ 3M Company (MMM) | $100,001 - $250,000 | SP | $2,501 - $5,000 | Dividends | 2014 |
b VANGUARD - 403(b) 7 - EQUITY INC FUND | $100,001 - $250,000 | SP | Capital Gains, Not Dividends Applicable | 2014 | |
COST MORGAN STANLEY - JT TEN ⇒ Costco Wholesale Corporation (COST) | $100,001 - $250,000 | JT | $1,001 - $2,500 | Dividends | 2014 |
- GALAXY CINEMAS NORTHWEST LLC | $100,001 - $250,000 | JT | $1,001 - $2,500 | PTR, Rent | 2014 |
- MORGAN STANLEY - JT TEN ⇒ KING CO WA SCH DIST 403 BOND | $100,001 - $250,000 | JT | $2,501 - $5,000 | Interest | 2014 |
SBUX MORGAN STANLEY SUPER SIMPLE 401(k) ⇒ Starbucks Corporation (SBUX) | $100,001 - $250,000 | Dividends Not Applicable | 2014 | ||
CVX MORGAN STANLEY - JT TEN ⇒ Chevron Corporation (CVX) | $100,001 - $250,000 | JT | $2,501 - $5,000 | Dividends | 2014 |
JNJ MORGAN STANLEY SUPER SIMPLE 401(k) ⇒ Johnson & Johnson (JNJ) | $100,001 - $250,000 | Dividends Not Applicable | 2014 | ||
GSK MORGAN STANLEY - JT TEN ⇒ GlaxoSmithKline PLC (GSK) | $50,001 - $100,000 | JT | $2,501 - $5,000 | Dividends | 2014 |
- MORGAN STANLEY - JT TEN ⇒ VANCOUVER HSG BE 6650 (921626HA8) | $50,001 - $100,000 | JT | $5,001 - $15,000 | Interest | 2014 |
CMCSA MORGAN STANLEY SUPER SIMPLE 401(k) ⇒ Comcast Corporation - Class A (CMCSA) | $50,001 - $100,000 | Dividends Not Applicable | 2014 | ||
SGENX MORGAN STANLEY SUPER SIMPLE 401(k) ⇒ FIRST EAGLE GLOBAL A (SGENX) | $50,001 - $100,000 | Capital Gains, Not Dividends Applicable | 2014 | ||
- EVERGLADES ESTATES LP | $50,001 - $100,000 | JT | PTR | 2014 | |
- MORGAN STANLEY - VICTOR LLC ⇒ WA ST HEALTH CARE FACS AUTH BOND | $50,001 - $100,000 | SP | $1,001 - $2,500 | Interest | 2014 |
- MORGAN STANLEY - JT TEN ⇒ CLARK CO NEV SCH DIST BOND | $50,001 - $100,000 | JT | $2,501 - $5,000 | Interest | 2014 |
BMY MORGAN STANLEY - VICTOR LLC ⇒ Bristol-Myers Squibb Company (BMY) | $50,001 - $100,000 | SP | $1,001 - $2,500 | Dividends | 2014 |
- MORGAN STANLEY - VICTOR LLC ⇒ ATLANTA GA ARPT REV SER A BOND | $50,001 - $100,000 | SP | $2,501 - $5,000 | Interest | 2014 |
- MORGAN STANLEY - JT TEN ⇒ KING CO WA HSG AUTH REV BOND | $50,001 - $100,000 | JT | $2,501 - $5,000 | Interest | 2014 |
GE MORGAN STANLEY - JT TEN ⇒ General Electric Company (GE) | $50,001 - $100,000 | JT | $1,001 - $2,500 | Dividends | 2014 |
NS MORGAN STANLEY - JT TEN ⇒ Nustar Energy L.P. Common Units (NS) | $50,001 - $100,000 | JT | $1,001 - $2,500 | Interest, ORDINARY | 2014 |
GE MORGAN STANLEY - VICTOR LLC ⇒ General Electric Company (GE) | $15,001 - $50,000 | SP | $201 - $1,000 | Dividends | 2014 |
- AMERICAN FUNDS | $15,001 - $50,000 | $1,001 - $2,500 | Dividends | 2014 | |
- MORGAN STANLEY - JT TEN ⇒ NV SYS HIGHR ED UNIV REV-B BOND | $15,001 - $50,000 | JT | $201 - $1,000 | Interest | 2014 |
PG MORGAN STANLEY SUPER SIMPLE 401(k) ⇒ Procter & Gamble Company (PG) | $15,001 - $50,000 | Dividends Not Applicable | 2014 | ||
- MORGAN STANLEY - JT TEN ⇒ KING CO WA PUB TRNS SLS TAX BOND | $15,001 - $50,000 | JT | $201 - $1,000 | Interest | 2014 |
- CONGRESSIONAL FED. CR UNION | $15,001 - $50,000 | DC | Interest | 2014 | |
DUK MORGAN STANLEY - VICTOR LLC ⇒ Duke Energy Corporation (DUK) | $15,001 - $50,000 | SP | $1,001 - $2,500 | Dividends | 2014 |
- MORGAN STANLEY - VICTOR LLC ⇒ DALLAS/FT WORTH TX INTL ARPT BOND | $15,001 - $50,000 | SP | $201 - $1,000 | Interest | 2014 |
CBA MORGAN STANLEY - VICTOR LLC ⇒ ClearBridge American Energy MLP Fund Inc. (CBA) DISTRIBUTIONS | $15,001 - $50,000 | SP | $1,001 - $2,500 | NON DIVIDEND | 2014 |
- MORGAN STANLEY - JT TEN ⇒ CLEAR LAKE TX WTR REV A BOND | $15,001 - $50,000 | JT | $1,001 - $2,500 | Interest | 2014 |
SSW MORGAN STANLEY - JT TEN ⇒ Seaspan Corporation Seaspan Corporation Common DISTRIBUTIONS Shares (SSW) | $15,001 - $50,000 | JT | $2,501 - $5,000 | NON DIVIDEND | 2014 |
- MORGAN STANLEY - JT TEN ⇒ SEATTLE WA DRAIN & WW REV BOND | $15,001 - $50,000 | JT | $1,001 - $2,500 | Interest | 2014 |
- MORGAN STANLEY - JT TEN ⇒ UN NEB UNIV REVS STUDENT HSG BOND | $15,001 - $50,000 | JT | $201 - $1,000 | Interest | 2014 |
- MORGAN STANLEY - JT TEN ⇒ YAKIMA CO WA SCH DIST 208 BOND | $15,001 - $50,000 | JT | $1,001 - $2,500 | Interest | 2014 |
- MORGAN STANLEY - VICTOR LLC ⇒ NACOGDOCHES TX GENL OBLIG BOND | $15,001 - $50,000 | SP | $201 - $1,000 | Interest | 2014 |
SE MORGAN STANLEY - VICTOR LLC ⇒ Spectra Energy Corp (SE) | $15,001 - $50,000 | SP | $201 - $1,000 | Dividends | 2014 |
HQH MORGAN STANLEY - VICTOR LLC ⇒ Tekla Healthcare Investors (HQH) | $15,001 - $50,000 | SP | $1,001 - $2,500 | Capital Gains, Dividends | 2014 |
UL MORGAN STANLEY - VICTOR LLC ⇒ Unilever PLC (UL) | $15,001 - $50,000 | SP | $1,001 - $2,500 | Dividends | 2014 |
VOD MORGAN STANLEY - VICTOR LLC ⇒ Vodafone Group Plc - American Depositary Shares each Dividends representing ten Ordinary Shares (VOD) | $15,001 - $50,000 | SP | $5,001 - $15,000 | Capital Gains, | 2014 |
- MORGAN STANLEY - VICTOR LLC ⇒ WA ST HEALTH CARE FACS AUTH BOND | $15,001 - $50,000 | SP | $201 - $1,000 | Interest | 2014 |
- MORGAN STANLEY - VICTOR LLC ⇒ WA ST REV MTR VEH FUEL TAX-D BOND | $15,001 - $50,000 | SP | $201 - $1,000 | Interest | 2014 |
k MORGAN STANLEY SUPER SIMPLE 401(k) ⇒ CASH, MMF | $15,001 - $50,000 | Interest Not Applicable | 2014 | ||
RNWK MORGAN STANLEY - JT TEN ⇒ RealNetworks, Inc. (RNWK) | $15,001 - $50,000 | JT | Dividends | 2014 | |
- MORGAN STANLEY - JT TEN ⇒ HARRIS CO TE CULT ED FACS BOND | $15,001 - $50,000 | JT | $1,001 - $2,500 | Interest | 2014 |
- MORGAN STANLEY - VICTOR LLC ⇒ FIRST EAGLE GLOBAL C | $15,001 - $50,000 | SP | $1,001 - $2,500 | Capital Gains | 2014 |
C MORGAN STANLEY SUPER SIMPLE 401(k) ⇒ Citigroup, Inc. (C) | $1,001 - $15,000 | Interest Not Applicable | 2014 | ||
VOD MORGAN STANLEY SUPER SIMPLE 401(k) ⇒ Vodafone Group Plc - American Depositary Shares each representing ten Ordinary Shares (VOD) | $1,001 - $15,000 | Dividends Not Applicable | 2014 | ||
- MORGAN STANLEY - JT TEN ⇒ PIERCE/LEWIS WA SCH DIST 404 BOND | $1,001 - $15,000 | JT | $201 - $1,000 | Interest | 2014 |
- MORGAN STANLEY - JT TEN ⇒ PIERCE/LEWIS WA SCH DIST 404 BOND | $1,001 - $15,000 | JT | $201 - $1,000 | Interest | 2014 |
- VANGUARD-WINDSOR FUND | $1,001 - $15,000 | DC | $201 - $1,000 | Capital Gains, Dividends | 2014 |
- WSECU - CERTIFICATE OF DEPOSIT | $1,001 - $15,000 | JT | $1 - $200 | Interest | 2014 |
HYH MORGAN STANLEY - JT TEN ⇒ Halyard Health, Inc. (HYH) | $1,001 - $15,000 | JT | Dividends | 2014 | |
- MORGAN STANLEY - JT TEN ⇒ NV SYS HIGHER ED UNIV REV-B BOND | $1,001 - $15,000 | JT | $201 - $1,000 | Interest | 2014 |
PIN MORGAN STANLEY SUPER SIMPLE 401(k) ⇒ PowerShares India Portfolio (PIN) | $1,001 - $15,000 | Interest Not Applicable | 2014 | ||
VALE MORGAN STANLEY SUPER SIMPLE 401(k) ⇒ VALE S.A. American Depositary Shares Each Representing one common share (VALE) | $1,001 - $15,000 | Dividends Not Applicable | 2014 | ||
- MORGAN STANLEY - JT TEN ⇒ OK DEV FIN AUTH REV ST JOHN BOND | $1,001 - $15,000 | JT | $201 - $1,000 | Interest | 2014 |
HAO MORGAN STANLEY SUPER SIMPLE 401(k) ⇒ Guggenheim China Small Cap Index ETF (HAO) | $1,001 - $15,000 | Dividends Not Applicable | 2014 | ||
ERF MORGAN STANLEY - JT TEN ⇒ Enerplus Corporation (ERF) | $1,001 - $15,000 | JT | $201 - $1,000 | Dividends | 2014 |
VZ MORGAN STANLEY SUPER SIMPLE 401(k) ⇒ Verizon Communications Inc. (VZ) | $1,001 - $15,000 | Dividends Not Applicable | 2014 | ||
SDLP MORGAN STANLEY - VICTOR LLC ⇒ Seadrill Partners LLC Common Units Representing Limited Liability Company Interests (SDLP) | $1,001 - $15,000 | SP | $1,001 - $2,500 | Dividends | 2014 |
- MORGAN STANLEY - JT TEN ⇒ FNMA MED TERM NOTE | $1 - $1,000 | JT | $1 - $200 | Interest | 2014 |
- AMERICAN FUNDS | $1 - $1,000 | $1 - $200 | Interest | 2014 |
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