—
Net Worth Est.
$17.57MTrade volume
$0Total trades
-----Last Traded
----Exchange Traded Funds (ETF)
$12.57M
Mutual Funds
$3.12M
Government Securities and Agency Debt
$925K
Fixed Annuity
$550K
Bank Accounts, Money Market Accounts and CDs
$415.5K
Ticker | Amount | Owner | Income | Income Type | Filing Year |
|---|---|---|---|---|---|
PZA Invesco National AMT-Free Municipal Bond ETFo (PZA) [EF]Exchange Traded Funds (ETF) | $1,000,001 - $5,000,000 | JT | 2023 | ||
VGT Vanguard Information Tech ETF (VGT) [EF]Exchange Traded Funds (ETF) | $1,000,001 - $5,000,000 | JT | $50,001 - $100,000 | Capital Gains, Dividends | 2023 |
XLY SPDR Select Sector Fund - Consumer Discretionary (XLY) [EF]Exchange Traded Funds (ETF) | $500,001 - $1,000,000 | JT | $15,001 - $50,000 | Capital Gains, Dividends | 2023 |
![CREF Stock Fund [MF]](https://quiver-logos.s3.us-east-2.amazonaws.com/placeholder_white.png){kind=small} - CREF Stock Fund [MF]Mutual Funds | $500,001 - $1,000,000 | Tax-Deferred | 2023 | ||
- Thrift Savings Plan G Fund [GS]Government Securities and Agency Debt | $500,001 - $1,000,000 | 2023 | |||
VFH Vanguard Financials ETF (VFH) [EF]Exchange Traded Funds (ETF) | $500,001 - $1,000,000 | JT | $5,001 - $15,000 | Dividends | 2023 |
ITM VanEck ETF Trust VanEck Intermediate Muni ETF (ITM) [EF]Exchange Traded Funds (ETF) | $500,001 - $1,000,000 | JT | 2023 | ||
- Thrivent Large Cap Stock Fund-A [MF]Mutual Funds | $500,001 - $1,000,000 | SP | $15,001 - $50,000 | Capital Gains, Dividends | 2023 |
XLV SPDR Select Sector Fund - Health Care (XLV) [EF]Exchange Traded Funds (ETF) | $500,001 - $1,000,000 | JT | $15,001 - $50,000 | Capital Gains, Dividends | 2023 |
HYD VanEck ETF Trust VanEck High Yield Muni ETF (HYD) [EF]Exchange Traded Funds (ETF) | $250,001 - $500,000 | JT | 2023 | ||
- CREF Stock Fund [MF]Mutual Funds | $250,001 - $500,000 | SP | Tax-Deferred | 2023 | |
- Fidelity Blended Investments - Vang Inst TR 2025 [MF]Mutual Funds | $250,001 - $500,000 | SP | Tax-Deferred | 2023 | |
XLP SPDR Select Sector Fund - Consumer Staples (XLP) [EF]Exchange Traded Funds (ETF) | $250,001 - $500,000 | JT | $5,001 - $15,000 | Capital Gains, Dividends | 2023 |
XLE SPDR Select Sector Fund - Energy Select Sector (XLE) [EF]Exchange Traded Funds (ETF) | $250,001 - $500,000 | JT | $15,001 - $50,000 | Capital Gains, Dividends | 2023 |
XLI SPDR Select Sector Fund - Industrial (XLI) [EF]Exchange Traded Funds (ETF) | $250,001 - $500,000 | JT | $5,001 - $15,000 | Capital Gains, Dividends | 2023 |
XLC The Communication Services Select Sector SPDR Fund (XLC) [EF]Exchange Traded Funds (ETF) | $250,001 - $500,000 | JT | $5,001 - $15,000 | Capital Gains, Dividends | 2023 |
- Thrivent Mid Cap Stock Fund-A [MF]Mutual Funds | $250,001 - $500,000 | SP | $5,001 - $15,000 | Capital Gains, Dividends | 2023 |
- TIAA Traditional Retirement Annuity [FN]Fixed Annuity | $250,001 - $500,000 | 2023 | |||
- BMO-Harris Bank (savings, checking and money market accounts) [BA]Bank Accounts, Money Market Accounts and CDs | $250,001 - $500,000 | JT | $5,001 - $15,000 | Interest | 2023 |
SMH VanEck Semiconductor ETF (SMH) [EF]Exchange Traded Funds (ETF) | $250,001 - $500,000 | JT | $5,001 - $15,000 | Capital Gains, Dividends | 2023 |
- Thrift Savings Plan G Fund [GS]Government Securities and Agency Debt | $100,001 - $250,000 | SP | 2023 | ||
- TIAA Traditional Retirement Annuity [FN]Fixed Annuity | $100,001 - $250,000 | SP | 2023 | ||
PAVE Global X Funds Global X U.S. Infrastructure Development ETF (PAVE) [EF]Exchange Traded Funds (ETF) | $100,001 - $250,000 | JT | $1,001 - $2,500 | Capital Gains, Dividends | 2023 |
TFI SPDR Nuveen Bloomberg Municipal Bond ETF (TFI) [EF]Exchange Traded Funds (ETF) | $100,001 - $250,000 | JT | 2023 | ||
- TIAA Real Estate [MF]Mutual Funds | $100,001 - $250,000 | SP | 2023 | ||
ITA iShares U.S. Aerospace & Defense ETF (ITA) [EF]Exchange Traded Funds (ETF) | $100,001 - $250,000 | JT | $201 - $1,000 | Dividends | 2023 |
IBB iShares Biotechnology ETF (IBB) [EF]Exchange Traded Funds (ETF) | $100,001 - $250,000 | JT | $2,501 - $5,000 | Capital Gains, Dividends | 2023 |
- CREF Inflation-Linked Bond [MF]Mutual Funds | $100,001 - $250,000 | SP | Tax-Deferred | 2023 | |
SUB iShares Short-Term National Muni Bond ETF (SUB) [EF]Exchange Traded Funds (ETF) | $100,001 - $250,000 | JT | 2023 | ||
KBWB Invesco KBW Bank ETF (KBWB) [EF]Exchange Traded Funds (ETF) | $50,001 - $100,000 | JT | 2023 | ||
XLRE Real Estate Select Sector SPDR Fund (XLRE) [EF]Exchange Traded Funds (ETF) | $50,001 - $100,000 | JT | $5,001 - $15,000 | Capital Gains, Dividends | 2023 |
FUTY Fidelity MSCI Utilities Index ETF (FUTY) [EF]Exchange Traded Funds (ETF) | $50,001 - $100,000 | JT | 2023 | ||
- CREF Growth [MF]Mutual Funds | $50,001 - $100,000 | SP | Tax-Deferred | 2023 | |
SKYY First Trust Cloud Computing ETF (SKYY) [EF]Exchange Traded Funds (ETF) | $50,001 - $100,000 | JT | $2,501 - $5,000 | Capital Gains | 2023 |
XLB Materials Select Sector SPDR (XLB) [EF]Exchange Traded Funds (ETF) | $50,001 - $100,000 | JT | $1,001 - $2,500 | Dividends | 2023 |
- Thrivent Partner Worldwide Allocation Fund-A [MF]Mutual Funds | $15,001 - $50,000 | SP | $1,001 - $2,500 | Dividends | 2023 |
- Congressional Federal Credit Union (savings and checking) [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | JT | $1 - $200 | Interest | 2023 |
- PIMCO Total Return Instl [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2023 | |
SRVR Pacer Data & Infrastructure Real Estate ETF (SRVR) [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | JT | $1,001 - $2,500 | Capital Gains, Dividends | 2023 |
IFRA iShares U.S. Infrastructure ETF (IFRA) [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | JT | 2023 | ||
- Thrivent Money Market Fund-A [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | SP | $1 - $200 | Dividends | 2023 |
IAT iShares U.S. Regional Banks ETF (IAT) [EF]Exchange Traded Funds (ETF) | None | JT | 2023 | ||
SMB VanEck ETF Trust VanEck Short Muni ETF (SMB) [EF]Exchange Traded Funds (ETF) | None | JT | 2023 | ||
MUB iShares National Muni Bond ETF (MUB) [EF]Exchange Traded Funds (ETF) | None | JT | 2023 | ||
XTN SPDR S&P Transportation ETF (XTN) [EF]Exchange Traded Funds (ETF) | None | JT | $5,001 - $15,000 | Capital Gains | 2023 |
SPY SPDR S&P 500 (SPY) [EF]Exchange Traded Funds (ETF) | None | JT | 2023 | ||
HYMB SPDR Nuveen Bloomberg High Yield Municipal Bond ETF (HYMB) [EF]Exchange Traded Funds (ETF) | None | JT | 2023 | ||
- ML1 ETF ING GRO - Vanguard Information Tech ETF [EF]Exchange Traded Funds (ETF) | $1,000,001 - $5,000,000 | JT | $5,001 - $15,000 | Dividends | 2022 |
- ML1 ETF TX EX - Powershares GLBL Exchnge Traded FD TR Natl Muni Bd Port [EF]Exchange Traded Funds (ETF) | $1,000,001 - $5,000,000 | JT | $15,001 - $50,000 | Dividends | 2022 |
- ML1 ETF ING GRO - Health Care Select SPDR [EF]Exchange Traded Funds (ETF) | $500,001 - $1,000,000 | JT | $5,001 - $15,000 | Dividends | 2022 |
- Thrift Savings Plan G Fund [GS]Government Securities and Agency Debt | $500,001 - $1,000,000 | 2022 | |||
- CREF Stock Fund [MF]Mutual Funds | $500,001 - $1,000,000 | Tax-Deferred | 2022 | ||
- ML1 ETF TX EX - Market Vectors Intermediate Municipal Index ETF [EF]Exchange Traded Funds (ETF) | $500,001 - $1,000,000 | JT | $5,001 - $15,000 | Dividends | 2022 |
- BMO-Harris Bank (savings, checking and money market accounts) [BA]Bank Accounts, Money Market Accounts and CDs | $500,001 - $1,000,000 | JT | $1 - $200 | Interest | 2022 |
- ML1 ETF ING GRO - Vanguard Financials ETF [EF]Exchange Traded Funds (ETF) | $500,001 - $1,000,000 | JT | $5,001 - $15,000 | Capital Gains, Dividends | 2022 |
- CREF Stock Fund [MF]Mutual Funds | $250,001 - $500,000 | SP | Tax-Deferred | 2022 | |
- Thrivent Large Cap Stock Fund-A [MF]Mutual Funds | $250,001 - $500,000 | SP | $5,001 - $15,000 | Capital Gains, Dividends | 2022 |
- ML1 ETF TX EX - Markt Vect High Yld ETF [EF]Exchange Traded Funds (ETF) | $250,001 - $500,000 | JT | $5,001 - $15,000 | Dividends | 2022 |
- ML1 ETF ING GRO - Sector SPDR Consumrs STPL [EF]Exchange Traded Funds (ETF) | $250,001 - $500,000 | JT | $5,001 - $15,000 | Capital Gains, Dividends | 2022 |
- ML1 ETF ING GRO - Sector SPDR Communication Services [EF]Exchange Traded Funds (ETF) | $250,001 - $500,000 | JT | $15,001 - $50,000 | Capital Gains, Dividends | 2022 |
- ML1 ETF ING GRO - Sector SPDR Energy [EF]Exchange Traded Funds (ETF) | $250,001 - $500,000 | JT | $15,001 - $50,000 | Capital Gains, Dividends | 2022 |
- ML1 ETF TX EX - Ishares Short Term Natl Muni ETF [EF]Exchange Traded Funds (ETF) | $250,001 - $500,000 | JT | $2,501 - $5,000 | Dividends | 2022 |
- ML1 ETF ING GRO - Sector SPDR Industrial [EF]Exchange Traded Funds (ETF) | $250,001 - $500,000 | JT | $15,001 - $50,000 | Capital Gains, Dividends | 2022 |
- Fidelity Blended Investments - Vang Inst TR 2025 [MF]Mutual Funds | $250,001 - $500,000 | SP | Tax-Deferred | 2022 | |
- TIAA Traditional Retirement Annuity [FN]Fixed Annuity | $250,001 - $500,000 | 2022 | |||
- ML1 ETF ING GRO - Consumer Discretionary SPDR [EF]Exchange Traded Funds (ETF) | $250,001 - $500,000 | JT | $15,001 - $50,000 | Capital Gains, Dividends | 2022 |
- Thrivent Mid Cap Stock Fund-A [MF]Mutual Funds | $250,001 - $500,000 | SP | $5,001 - $15,000 | Capital Gains, Dividends | 2022 |
- TIAA Traditional Retirement Annuity [FN]Fixed Annuity | $100,001 - $250,000 | SP | 2022 | ||
- CREF Inflation-Linked Bond [MF]Mutual Funds | $100,001 - $250,000 | SP | Tax-Deferred | 2022 | |
- ML1 ETF INC GRO - Vaneck Semiconductor ETF [EF]Exchange Traded Funds (ETF) | $100,001 - $250,000 | JT | $1,001 - $2,500 | Dividends | 2022 |
- ML1 ETF ING GRO - Biotech Ishares [EF]Exchange Traded Funds (ETF) | $100,001 - $250,000 | JT | $2,501 - $5,000 | Capital Gains, Dividends | 2022 |
- ML1 ETF ING GRO - Fidelity MSCI Utilities [EF]Exchange Traded Funds (ETF) | $100,001 - $250,000 | JT | $2,501 - $5,000 | Dividends | 2022 |
- ML1 ETF ING GRO - FT Cloud Computing [EF]Exchange Traded Funds (ETF) | $100,001 - $250,000 | JT | $201 - $1,000 | Dividends | 2022 |
- ML1 ETF ING GRO - Sector SPDR Real Estate Select [EF]Exchange Traded Funds (ETF) | $100,001 - $250,000 | JT | $1,001 - $2,500 | Dividends | 2022 |
- ML1 ETF TX EX - SPDR Nuveen Barclays ST Municipal Bond ETF [EF]Exchange Traded Funds (ETF) | $100,001 - $250,000 | JT | $1,001 - $2,500 | Dividends | 2022 |
- Thrift Savings Plan G Fund [GS]Government Securities and Agency Debt | $100,001 - $250,000 | SP | 2022 | ||
- TIAA Real Estate [MF]Mutual Funds | $100,001 - $250,000 | SP | 2022 | ||
- ML1 ETF ING GRO - US Regional Banks Ishares [EF]Exchange Traded Funds (ETF) | $50,001 - $100,000 | JT | $1,001 - $2,500 | Dividends | 2022 |
- CREF Growth [MF]Mutual Funds | $50,001 - $100,000 | SP | Tax-Deferred | 2022 | |
- ML1 ETF ING GRO - Pacer Infrastructure [EF]Exchange Traded Funds (ETF) | $50,001 - $100,000 | JT | $201 - $1,000 | Dividends | 2022 |
- ML1 ETF ING GRO - Materials Select Sector SPDR Fund [EF]Exchange Traded Funds (ETF) | $50,001 - $100,000 | JT | $1,001 - $2,500 | Dividends | 2022 |
- ML1 ETF ING GRO - Global X Infrastructure [EF]Exchange Traded Funds (ETF) | $50,001 - $100,000 | JT | $201 - $1,000 | Dividends | 2022 |
- Thrivent Partner Worldwide Allocation Fund-A [MF]Mutual Funds | $15,001 - $50,000 | SP | $201 - $1,000 | Dividends | 2022 |
- Congressional Federal Credit Union (savings and checking) [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | JT | $1 - $200 | Interest | 2022 |
- PIMCO Total Return Instl [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2022 | |
- ML1 ETF ING GRO - S&P Transportion SPDR [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | JT | $201 - $1,000 | Dividends | 2022 |
- Thrivent Money Market Fund-A [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | SP | $1 - $200 | Dividends | 2022 |
- ML1 ETF INC GRO - S&P 500 ETF [EF]Exchange Traded Funds (ETF) | None | JT | $2,501 - $5,000 | Dividends | 2022 |
- ML1 ETF INC GRO - Proshares Online Retail [EF]Exchange Traded Funds (ETF) | None | JT | 2022 | ||
- ML1 ETF ING GRO - First Trust DJ Internet Index [EF]Exchange Traded Funds (ETF) | None | JT | $15,001 - $50,000 | Capital Gains | 2022 |
- ML1 ETF TX EX - SPDR 1-3mth T-Bill ETF [EF]Exchange Traded Funds (ETF) | None | JT | 2022 | ||
- Payment by ETC from Promissary note for payments over time arising from sale of interest in ETC Inc. [OT] InterestOther | None | $100,001 - $1,000,000 | Capital Gains, | 2022 | |
- ML1 ETF ING GRO - Vanguard Information Tech ETF [EF]Exchange Traded Funds (ETF) | $1,000,001 - $5,000,000 | JT | $5,001 - $15,000 | Dividends | 2021 |
- CREF Stock Fund [MF]Mutual Funds | $1,000,001 - $5,000,000 | Tax-Deferred | 2021 | ||
- ML1 ETF TX EX - Powershares GLBL Exchnge Traded FD TR Natl Muni Bd Port [EF]Exchange Traded Funds (ETF) | $1,000,001 - $5,000,000 | JT | $15,001 - $50,000 | Dividends | 2021 |
- Promissary note for payments over time arising from sale of interest in Electronic Theatre Controls, [OT]Other | $500,001 - $1,000,000 | 2021 | |||
- ML1 ETF ING GRO - Vanguard Financials ETF [EF]Exchange Traded Funds (ETF) | $500,001 - $1,000,000 | JT | $15,001 - $50,000 | Capital Gains, Dividends | 2021 |
- ML1 ETF ING GRO - Consumer Discretionary SPDR [EF]Exchange Traded Funds (ETF) | $500,001 - $1,000,000 | JT | $15,001 - $50,000 | Capital Gains, Dividends | 2021 |
- Thrivent Large Cap Stock Fund-A [MF]Mutual Funds | $500,001 - $1,000,000 | SP | $15,001 - $50,000 | Capital Gains, Dividends | 2021 |
- ML1 ETF TX EX - Market Vectrs Intrmdiate Muncp Indx ETF [EF]Exchange Traded Funds (ETF) | $500,001 - $1,000,000 | JT | $15,001 - $50,000 | Capital Gains, Dividends | 2021 |
- ML1 ETF ING GRO - Sector SPDR Communication Services [EF]Exchange Traded Funds (ETF) | $500,001 - $1,000,000 | JT | $50,001 - $100,000 | Capital Gains, Dividends | 2021 |
- ML1 ETF ING GRO - Health Care Select SPDR [EF]Exchange Traded Funds (ETF) | $500,001 - $1,000,000 | JT | $15,001 - $50,000 | Capital Gains, Dividends | 2021 |
- Thrift Savings Plan G Fund [GS]Government Securities and Agency Debt | $250,001 - $500,000 | 2021 | |||
- CREF Stock Fund [MF]Mutual Funds | $250,001 - $500,000 | SP | Tax-Deferred | 2021 | |
- Fidelity Blended Investments - Vang Inst TR 2025 [MF]Mutual Funds | $250,001 - $500,000 | SP | Tax-Deferred | 2021 | |
- ML1 ETF ING GRO - Sector SPDR Industrial [EF]Exchange Traded Funds (ETF) | $250,001 - $500,000 | JT | $50,001 - $100,000 | Capital Gains, Dividends | 2021 |
- ML1 ETF TX EX - Markt Vect High Yld ETF [EF]Exchange Traded Funds (ETF) | $250,001 - $500,000 | JT | $5,001 - $15,000 | Capital Gains, Dividends | 2021 |
- ML1 ETF TX EX - SPDR 1-3mth T-Bill ETF [EF]Exchange Traded Funds (ETF) | $250,001 - $500,000 | JT | 2021 | ||
- Thrivent Mid Cap Stock Fund-A [MF]Mutual Funds | $250,001 - $500,000 | SP | $5,001 - $15,000 | Capital Gains, Dividends | 2021 |
- TIAA Traditional Retirement Annuity [MF]Mutual Funds | $250,001 - $500,000 | 2021 | |||
- ML1 ETF ING GRO - US Regional Banks Ishares [EF]Exchange Traded Funds (ETF) | $100,001 - $250,000 | JT | $1,001 - $2,500 | Capital Gains, Dividends | 2021 |
- Thrift Savings Plan G Fund [GS]Government Securities and Agency Debt | $100,001 - $250,000 | SP | 2021 | ||
- ML1 ETF ING GRO - Sector SPDR Energy [EF]Exchange Traded Funds (ETF) | $100,001 - $250,000 | JT | $15,001 - $50,000 | Capital Gains, Dividends | 2021 |
- TIAA Real Estate [MF]Mutual Funds | $100,001 - $250,000 | SP | 2021 | ||
- ML1 ETF ING GRO - Sector SPDR Consumrs STPL [EF]Exchange Traded Funds (ETF) | $100,001 - $250,000 | JT | $15,001 - $50,000 | Capital Gains, Dividends | 2021 |
- ML1 ETF ING GRO - First Trust DJ Internet Index [EF]Exchange Traded Funds (ETF) | $100,001 - $250,000 | JT | $5,001 - $15,000 | Capital Gains | 2021 |
- ML1 ETF ING GRO - FT Cloud Computing [EF]Exchange Traded Funds (ETF) | $100,001 - $250,000 | JT | $5,001 - $15,000 | Capital Gains, Dividends | 2021 |
- BMO-Harris Bank (savings, checking and money market accounts) [BA]Bank Accounts, Money Market Accounts and CDs | $100,001 - $250,000 | JT | $1 - $200 | Interest | 2021 |
- ML1 ETF ING GRO - Biotech Ishares [EF]Exchange Traded Funds (ETF) | $100,001 - $250,000 | JT | $5,001 - $15,000 | Capital Gains, Dividends | 2021 |
- TIAA Traditional Retirement Annuity [MF]Mutual Funds | $100,001 - $250,000 | SP | 2021 | ||
- ML1 ETF TX EX - SPDR Nuveen Barclays ST Municipal Bond ETF [EF]Exchange Traded Funds (ETF) | $100,001 - $250,000 | JT | $1,001 - $2,500 | Capital Gains, Dividends | 2021 |
- ML1 ETF ING GRO - Materials Select Sector SPDR Fund [EF]Exchange Traded Funds (ETF) | $100,001 - $250,000 | JT | $5,001 - $15,000 | Capital Gains, Dividends | 2021 |
- CREF Growth [MF]Mutual Funds | $100,001 - $250,000 | SP | Tax-Deferred | 2021 | |
- CREF Inflation-Linked Bond [MF]Mutual Funds | $100,001 - $250,000 | SP | Tax-Deferred | 2021 | |
- ML1 ETF ING GRO - S&P Transportion SPDR [EF]Exchange Traded Funds (ETF) | $50,001 - $100,000 | JT | $1 - $200 | Dividends | 2021 |
- ML1 ETF ING GRO - Sector SPDR Real Estate Select [EF]Exchange Traded Funds (ETF) | $50,001 - $100,000 | JT | $201 - $1,000 | Dividends | 2021 |
- ML1 ETF ING GRO - Global X Infrastructure [EF]Exchange Traded Funds (ETF) | $50,001 - $100,000 | JT | $201 - $1,000 | Capital Gains, Dividends | 2021 |
- ML1 ETF ING GRO - Pacer Infrastructure [EF]Exchange Traded Funds (ETF) | $50,001 - $100,000 | JT | $2,501 - $5,000 | Capital Gains, Dividends | 2021 |
- ML1 ETF ING GRO - Proshares Online Retail [EF]Exchange Traded Funds (ETF) | $50,001 - $100,000 | JT | 2021 | ||
- Thrivent Partner Worldwide Allocation Fund-A [MF]Mutual Funds | $15,001 - $50,000 | SP | $201 - $1,000 | Dividends | 2021 |
- ML1 ETF ING GRO - Fidelity MSCI Utilities [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | JT | $201 - $1,000 | Capital Gains, Dividends | 2021 |
- Congressional Federal Credit Union (savings and checking) [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | JT | $1 - $200 | Interest | 2021 |
- PIMCO Total Return Instl [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2021 | |
- Thrivent Money Market Fund-A [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | SP | $1 - $200 | Dividends | 2021 |
- Payment by ETC from Promissary note for payments over time arising from sale of interest in ETC Inc. [OT] InterestOther | None | $100,001 - $1,000,000 | Capital Gains, | 2021 | |
- Promissary note for payments over time arising from sale of interest in Electronic Theatre Controls, [OT]Other | $1,000,001 - $5,000,000 | 2020 | |||
- ML1 ETF ING GRO - Vanguard Financials ETF [EF]Exchange Traded Funds (ETF) | $500,001 - $1,000,000 | JT | $5,001 - $15,000 | Dividends | 2020 |
- ML1 ETF ING GRO - Sector SPDR Communication Services [EF]Exchange Traded Funds (ETF) | $500,001 - $1,000,000 | JT | $2,501 - $5,000 | Dividends | 2020 |
- ML1 ETF TX EX - Market Vectrs Intrmdiate Muncp Indx ETF [EF]Exchange Traded Funds (ETF) | $500,001 - $1,000,000 | JT | $15,001 - $50,000 | Capital Gains, Dividends | 2020 |
- CREF Stock Fund [MF]Mutual Funds | $500,001 - $1,000,000 | Tax-Deferred | 2020 | ||
- ML1 ETF TX EX - Powershares GLBL Exchnge Traded FD TR Natl Muni Bd Port [EF]Exchange Traded Funds (ETF) | $500,001 - $1,000,000 | JT | $15,001 - $50,000 | Dividends | 2020 |
- ML1 ETF ING GRO - Consumer Discretionary SPDR [EF]Exchange Traded Funds (ETF) | $500,001 - $1,000,000 | JT | $5,001 - $15,000 | Capital Gains, Dividends | 2020 |
- ML1 ETF ING GRO - Vanguard Information Tech ETF [EF]Exchange Traded Funds (ETF) | $500,001 - $1,000,000 | JT | $5,001 - $15,000 | Dividends | 2020 |
- ML1 ETF ING GRO - Health Care Select SPDR [EF]Exchange Traded Funds (ETF) | $250,001 - $500,000 | JT | $5,001 - $15,000 | Capital Gains, Dividends | 2020 |
- CREF Stock Fund [MF]Mutual Funds | $250,001 - $500,000 | SP | Tax-Deferred | 2020 | |
- Fidelity Blended Investments - Vang Inst TR 2025 [MF]Mutual Funds | $250,001 - $500,000 | SP | Tax-Deferred | 2020 | |
- ML1 ETF ING GRO - Sector SPDR Consumrs STPL [EF]Exchange Traded Funds (ETF) | $250,001 - $500,000 | JT | $15,001 - $50,000 | Capital Gains, Dividends | 2020 |
- ML1 ETF ING GRO - Sector SPDR Industrial [EF]Exchange Traded Funds (ETF) | $250,001 - $500,000 | JT | $5,001 - $15,000 | Dividends | 2020 |
- ML1 ETF TX EX - Markt Vect High Yld ETF [EF]Exchange Traded Funds (ETF) | $250,001 - $500,000 | JT | $5,001 - $15,000 | Dividends | 2020 |
- Thrift Savings Plan G Fund [GS]Government Securities and Agency Debt | $250,001 - $500,000 | 2020 | |||
- Thrivent Large Cap Stock Fund-A [MF]Mutual Funds | $250,001 - $500,000 | SP | $15,001 - $50,000 | Capital Gains, Dividends | 2020 |
- Thrivent Mid Cap Stock Fund-A [MF]Mutual Funds | $250,001 - $500,000 | SP | $5,001 - $15,000 | Capital Gains, Dividends | 2020 |
- TIAA Traditional Retirement Annuity [MF]Mutual Funds | $250,001 - $500,000 | 2020 | |||
- ML1 ETF ING GRO - First Trust DJ Internet Index [EF]Exchange Traded Funds (ETF) | $100,001 - $250,000 | JT | $15,001 - $50,000 | Capital Gains | 2020 |
- TIAA Traditional Retirement Annuity [MF]Mutual Funds | $100,001 - $250,000 | SP | 2020 | ||
- ML1 ETF ING GRO - Biotech Ishares [EF]Exchange Traded Funds (ETF) | $100,001 - $250,000 | JT | $5,001 - $15,000 | Capital Gains, Dividends | 2020 |
- CREF Growth [MF]Mutual Funds | $100,001 - $250,000 | SP | Tax-Deferred | 2020 | |
- ML1 ETF TX EX - SPDR 1-3mth T-Bill ETF [EF]Exchange Traded Funds (ETF) | $100,001 - $250,000 | JT | $201 - $1,000 | Capital Gains, Dividends | 2020 |
- ML1 ETF TX EX - SPDR Nuveen Barclays ST Municipal Bond ETF [EF]Exchange Traded Funds (ETF) | $100,001 - $250,000 | JT | $5,001 - $15,000 | Capital Gains, Dividends | 2020 |
- Thrift Savings Plan G Fund [GS]Government Securities and Agency Debt | $100,001 - $250,000 | SP | 2020 | ||
- ML1 ETF ING GRO - FT Cloud Computing [EF]Exchange Traded Funds (ETF) | $100,001 - $250,000 | JT | $201 - $1,000 | Dividends | 2020 |
- BMO-Harris Bank (savings, checking and money market accounts) [BA]Bank Accounts, Money Market Accounts and CDs | $100,001 - $250,000 | JT | $201 - $1,000 | Interest | 2020 |
- TIAA Real Estate [MF]Mutual Funds | $100,001 - $250,000 | SP | 2020 | ||
- ML1 ETF ING GRO - Proshares Online Retail [EF]Exchange Traded Funds (ETF) | $50,001 - $100,000 | JT | $201 - $1,000 | Dividends | 2020 |
- ML1 ETF ING GRO - Materials Select Sector SPDR Fund [EF]Exchange Traded Funds (ETF) | $50,001 - $100,000 | JT | $1,001 - $2,500 | Dividends | 2020 |
- ML1 ETF ING GRO - Sector SPDR Energy [EF]Exchange Traded Funds (ETF) | $50,001 - $100,000 | JT | $2,501 - $5,000 | Dividends | 2020 |
- CREF Inflation-Linked Bond [MF]Mutual Funds | $50,001 - $100,000 | SP | Tax-Deferred | 2020 | |
- PIMCO Total Return Instl [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2020 | |
- Thrivent Partner Worldwide Allocation Fund-A [MF]Mutual Funds | $15,001 - $50,000 | SP | $201 - $1,000 | Dividends | 2020 |
- Congressional Federal Credit Union (savings and checking) [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | JT | $1 - $200 | Interest | 2020 |
- ML1 ETF ING GRO - Fidelity MSCI Utilities [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | JT | $201 - $1,000 | Dividends | 2020 |
- ML1 ETF ING GRO - Pacer Infrastructure [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | JT | $1 - $200 | Dividends | 2020 |
- Thrivent Money Market Fund-A [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | SP | $1 - $200 | Dividends | 2020 |
- ML1 ETF TX EX - Ishares Natl Muni [EF]Exchange Traded Funds (ETF) | None | JT | $201 - $1,000 | Dividends | 2020 |
- ML1 ETF TX EX - Ishares Short Tsy Bond [EF]Exchange Traded Funds (ETF) | None | JT | 2020 | ||
- ML1 ETF ING GRO - Russ 1000 Value Ishares [EF]Exchange Traded Funds (ETF) | None | JT | $2,501 - $5,000 | Capital Gains, Dividends | 2020 |
- ML1 ETF TX EX - SPDR Hi Yld Muni Bond [EF]Exchange Traded Funds (ETF) | None | JT | $201 - $1,000 | Dividends | 2020 |
- Payment by ETC from Promissary note for payments over time arising from sale of interest in ETC Inc. [OT] InterestOther | None | $100,001 - $1,000,000 | Capital Gains, | 2020 | |
- ML1 ETF ING GRO - Sector SPDR Real Estate Select [EF]Exchange Traded Funds (ETF) | None | JT | $15,001 - $50,000 | Capital Gains, Dividends | 2020 |
- ML1 ETF ING GRO - Sector SPDR S&P Dividend [EF]Exchange Traded Funds (ETF) | None | JT | $50,001 - $100,000 | Capital Gains | 2020 |
- ML1 ETF ING GRO - Sector SPDR S&P Insurance [EF]Exchange Traded Funds (ETF) | None | JT | $5,001 - $15,000 | Capital Gains, Dividends | 2020 |
- ML1 ETF ING GRO - Sector SPDR Utilities [EF]Exchange Traded Funds (ETF) | None | JT | $15,001 - $50,000 | Capital Gains, Dividends | 2020 |
- ML1 ETF TX EX - Ishares Short Muni Bond [EF]Exchange Traded Funds (ETF) | None | JT | 2020 | ||
- Promissary note for payments over time arising from sale of interest in Electronic Theatre Controls, [OT]Other | $1,000,001 - $5,000,000 | 2019 | |||
- ML1 ETF TX EX - Market Vectrs Intrmdiate Muncp Indx ETF [EF]Exchange Traded Funds (ETF) | $1,000,001 - $5,000,000 | JT | $15,001 - $50,000 | Capital Gains, Dividends | 2019 |
- ML1 ETF TX EX - Powershares GLBL Exchnge Traded FD TR Natl Muni Bd Port [EF]Exchange Traded Funds (ETF) | $500,001 - $1,000,000 | JT | $5,001 - $15,000 | Dividends | 2019 |
- CREF Stock Fund [MF]Mutual Funds | $500,001 - $1,000,000 | Tax-Deferred | 2019 | ||
- TIAA Traditional Retirement Annuity [MF]Mutual Funds | $250,001 - $500,000 | 2019 | |||
- ML1 ETF ING GRO - Health Care Select SPDR [EF]Exchange Traded Funds (ETF) | $250,001 - $500,000 | JT | $15,001 - $50,000 | Capital Gains, Dividends | 2019 |
- ML1 ETF ING GRO - Sector SPDR Communication Services [EF]Exchange Traded Funds (ETF) | $250,001 - $500,000 | JT | $2,501 - $5,000 | Capital Gains, Dividends | 2019 |
- ML1 ETF ING GRO - Sector SPDR Consumrs STPL [EF]Exchange Traded Funds (ETF) | $250,001 - $500,000 | JT | $15,001 - $50,000 | Capital Gains, Dividends | 2019 |
- Fidelity Blended Investments - Vang Inst TR 2025 [MF]Mutual Funds | $250,001 - $500,000 | SP | Tax-Deferred | 2019 | |
- ML1 ETF ING GRO - Sector SPDR Industrial [EF]Exchange Traded Funds (ETF) | $250,001 - $500,000 | JT | $15,001 - $50,000 | Capital Gains, Dividends | 2019 |
- CREF Stock Fund [MF]Mutual Funds | $250,001 - $500,000 | SP | Tax-Deferred | 2019 | |
- Thrivent Mid Cap Stock Fund-A [MF]Mutual Funds | $250,001 - $500,000 | SP | $5,001 - $15,000 | Capital Gains, Dividends | 2019 |
- Thrivent Large Cap Stock Fund-A [MF]Mutual Funds | $250,001 - $500,000 | SP | $15,001 - $50,000 | Capital Gains, Dividends | 2019 |
- ML1 ETF ING GRO - Vanguard Information Tech ETF [EF]Exchange Traded Funds (ETF) | $250,001 - $500,000 | JT | $50,001 - $100,000 | Capital Gains, Dividends | 2019 |
- ML1 ETF ING GRO - Vanguard Financials ETF [EF]Exchange Traded Funds (ETF) | $250,001 - $500,000 | JT | $15,001 - $50,000 | Capital Gains, Dividends | 2019 |
- ML1 ETF ING GRO - Consumer Discretionary SPDR [EF]Exchange Traded Funds (ETF) | $250,001 - $500,000 | JT | $5,001 - $15,000 | Capital Gains, Dividends | 2019 |
- ML1 ETF TX EX - SPDR Nuveen Barclays ST Municipal Bond ETF [EF]Exchange Traded Funds (ETF) | $250,001 - $500,000 | JT | $2,501 - $5,000 | Dividends | 2019 |
- Thrift Savings Plan G Fund [GS]Government Securities and Agency Debt | $250,001 - $500,000 | 2019 | |||
- TIAA Real Estate [MF]Mutual Funds | $100,001 - $250,000 | SP | 2019 | ||
- ML1 ETF ING GRO - Biotech Ishares [EF]Exchange Traded Funds (ETF) | $100,001 - $250,000 | JT | 2019 | ||
- ML1 ETF ING GRO - First Trust DJ Internet Index [EF]Exchange Traded Funds (ETF) | $100,001 - $250,000 | JT | $2,501 - $5,000 | Capital Gains | 2019 |
- ML1 ETF ING GRO - Materials Select Sector SPDR Fund [EF]Exchange Traded Funds (ETF) | $100,001 - $250,000 | JT | $5,001 - $15,000 | Capital Gains, Dividends | 2019 |
- ML1 ETF ING GRO - Sector SPDR Energy [EF]Exchange Traded Funds (ETF) | $100,001 - $250,000 | JT | 2019 | ||
- ML1 ETF ING GRO - Sector SPDR Real Estate Select [EF]Exchange Traded Funds (ETF) | $100,001 - $250,000 | JT | $5,001 - $15,000 | Capital Gains, Dividends | 2019 |
- ML1 ETF TX EX - Markt Vect High Yld ETF [EF]Exchange Traded Funds (ETF) | $100,001 - $250,000 | JT | $2,501 - $5,000 | Dividends | 2019 |
- Thrift Savings Plan G Fund [GS]Government Securities and Agency Debt | $100,001 - $250,000 | SP | 2019 | ||
- TIAA Traditional Retirement Annuity [MF]Mutual Funds | $100,001 - $250,000 | SP | 2019 | ||
- BMO-Harris Bank (savings, checking and money market accounts) [BA]Bank Accounts, Money Market Accounts and CDs | $100,001 - $250,000 | JT | $201 - $1,000 | Interest | 2019 |
- ML1 ETF ING GRO - Sector SPDR Utilities [EF]Exchange Traded Funds (ETF) | $50,001 - $100,000 | JT | $2,501 - $5,000 | Capital Gains, Dividends | 2019 |
- ML1 ETF ING GRO - Sector SPDR S&P Insurance [EF]Exchange Traded Funds (ETF) | $50,001 - $100,000 | JT | $1,001 - $2,500 | Capital Gains, Dividends | 2019 |
- CREF Growth [MF]Mutual Funds | $50,001 - $100,000 | SP | Tax-Deferred | 2019 | |
- CREF Inflation-Linked Bond [MF]Mutual Funds | $50,001 - $100,000 | SP | Tax-Deferred | 2019 | |
- Congressional Federal Credit Union (savings and checking) [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | JT | $1 - $200 | Interest | 2019 |
- PIMCO Total Return Instl [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2019 | |
- Thrivent Partner Worldwide Allocation Fund-A [MF]Mutual Funds | $15,001 - $50,000 | SP | $201 - $1,000 | Dividends | 2019 |
- Thrivent Money Market Fund-A [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | SP | $1 - $200 | Dividends | 2019 |
- Payment by ETC from Promissary note for payments over time arising from sale of interest in ETC Inc. [OT] InterestOther | None | $100,001 - $1,000,000 | Capital Gains, | 2019 | |
- Promissary note for payments over time arising from sale of interest in Electronic Theatre Controls, [OT]Other | $1,000,001 - $5,000,000 | 2018 | |||
- ML1 ETF TX EX - Market Vectrs Intrmdiate Muncp Indx ETF [EF]Exchange Traded Funds (ETF) | $1,000,001 - $5,000,000 | JT | $15,001 - $50,000 | Dividends | 2018 |
- CREF Stock Fund [MF]Mutual Funds | $500,001 - $1,000,000 | Tax-Deferred | 2018 | ||
- Thrivent Mid Cap Stock Fund-A [MF]Mutual Funds | $250,001 - $500,000 | SP | $15,001 - $50,000 | Capital Gains, Dividends | 2018 |
- Fidelity Blended Investments - Vang Inst TR 2025 [MF]Mutual Funds | $250,001 - $500,000 | SP | Tax-Deferred | 2018 | |
- ML1 ETF ING GRO - Consumer Discretionary SPDR [EF]Exchange Traded Funds (ETF) | $250,001 - $500,000 | JT | $50,001 - $100,000 | Capital Gains, Dividends | 2018 |
- TIAA Traditional Retirement Annuity [MF]Mutual Funds | $250,001 - $500,000 | 2018 | |||
- Thrift Savings Plan G Fund [GS]Government Securities and Agency Debt | $250,001 - $500,000 | 2018 | |||
- Thrivent Large Cap Stock Fund-A [MF]Mutual Funds | $250,001 - $500,000 | SP | $15,001 - $50,000 | Capital Gains, Dividends | 2018 |
- ML1 ETF ING GRO - Health Care Select SPDR [EF]Exchange Traded Funds (ETF) | $250,001 - $500,000 | JT | $5,001 - $15,000 | Capital Gains, Dividends | 2018 |
- ML1 ETF ING GRO - Sector SPDR Consumrs STPL [EF]Exchange Traded Funds (ETF) | $250,001 - $500,000 | JT | $5,001 - $15,000 | Dividends | 2018 |
- ML1 ETF ING GRO - Sector SPDR Industrial [EF]Exchange Traded Funds (ETF) | $250,001 - $500,000 | JT | $5,001 - $15,000 | Dividends | 2018 |
- CREF Stock Fund [MF]Mutual Funds | $250,001 - $500,000 | SP | Tax-Deferred | 2018 | |
- ML1 ETF ING GRO - Vanguard Financials ETF [EF]Exchange Traded Funds (ETF) | $250,001 - $500,000 | JT | $2,501 - $5,000 | Dividends | 2018 |
- ML1 ETF ING GRO - Vanguard Information Tech ETF [EF]Exchange Traded Funds (ETF) | $250,001 - $500,000 | JT | $100,001 - $1,000,000 | Capital Gains, Dividends | 2018 |
- ML1 ETF TX EX - Powershares GLBL Exchnge Traded FD TR Natl Muni Bd Port [EF]Exchange Traded Funds (ETF) | $250,001 - $500,000 | JT | $5,001 - $15,000 | Dividends | 2018 |
- ML1 ETF TX EX - SPDR Nuveen Barclays ST Municipal Bond ETF [EF]Exchange Traded Funds (ETF) | $250,001 - $500,000 | JT | $2,501 - $5,000 | Dividends | 2018 |
- TIAA Traditional Retirement Annuity [MF]Mutual Funds | $100,001 - $250,000 | SP | 2018 | ||
- ML1 ETF ING GRO - First Trust DJ Internet Index [EF]Exchange Traded Funds (ETF) | $100,001 - $250,000 | JT | 2018 | ||
- ML1 ETF ING GRO - Biotech Ishares [EF]Exchange Traded Funds (ETF) | $100,001 - $250,000 | JT | $201 - $1,000 | Capital Gains, Dividends | 2018 |
- ML1 ETF ING GRO - Materials Select Sector SPDR Fund [EF]Exchange Traded Funds (ETF) | $100,001 - $250,000 | JT | $1,001 - $2,500 | Dividends | 2018 |
- ML1 ETF ING GRO - Sector SPDR Communication Services [EF]Exchange Traded Funds (ETF) | $100,001 - $250,000 | JT | $1 - $200 | Dividends | 2018 |
- Thrift Savings Plan G Fund [GS]Government Securities and Agency Debt | $100,001 - $250,000 | SP | 2018 | ||
- ML1 ETF ING GRO - Sector SPDR Energy [EF]Exchange Traded Funds (ETF) | $100,001 - $250,000 | JT | $2,501 - $5,000 | Dividends | 2018 |
- TIAA Real Estate [MF]Mutual Funds | $100,001 - $250,000 | SP | 2018 | ||
- ML1 ETF ING GRO - Sector SPDR Real Estate Select [EF]Exchange Traded Funds (ETF) | $100,001 - $250,000 | JT | $1,001 - $2,500 | Dividends | 2018 |
- ML1 ETF ING GRO - Sector SPDR Utilities [EF]Exchange Traded Funds (ETF) | $50,001 - $100,000 | JT | $5,001 - $15,000 | Capital Gains, Dividends | 2018 |
- CREF Growth [MF]Mutual Funds | $50,001 - $100,000 | SP | Tax-Deferred | 2018 | |
- CREF Inflation-Linked Bond [MF]Mutual Funds | $50,001 - $100,000 | SP | Tax-Deferred | 2018 | |
- ML1 ETF ING GRO - Sector SPDR S&P Insurance [EF]Exchange Traded Funds (ETF) | $50,001 - $100,000 | JT | $5,001 - $15,000 | Capital Gains, Dividends | 2018 |
- BMO-Harris Bank (savings, checking and money market accounts) [BA]Bank Accounts, Money Market Accounts and CDs | $50,001 - $100,000 | JT | $1 - $200 | Interest | 2018 |
- ML1 ETF TX EX - Markt Vect High Yld ETF [EF]Exchange Traded Funds (ETF) | $50,001 - $100,000 | JT | $2,501 - $5,000 | Dividends | 2018 |
- Thrivent Partner Worldwide Allocation Fund-A [MF]Mutual Funds | $15,001 - $50,000 | SP | $2,501 - $5,000 | Capital Gains, Dividends | 2018 |
- PIMCO Total Return Instl [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2018 | |
- Congressional Federal Credit Union (savings and checking) [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | JT | $1 - $200 | Interest | 2018 |
- Thrivent Money Market Fund-A [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | SP | Dividends | 2018 | |
- Payment by ETC from Promissary note for payments over time arising from sale of interest in ETC Inc. [OT] InterestOther | None | $100,001 - $1,000,000 | Capital Gains, | 2018 | |
- Promissary note for payments over time arising from sale of interest in Electronic Theatre Controls, [OT]Other | $5,000,001 - $25,000,000 | 2017 | |||
- CREF Stock Fund [MF]Mutual Funds | $500,001 - $1,000,000 | Tax-Deferred | 2017 | ||
- ML1 ETF TX EX - Market Vectrs Intrmdiate Muncp Indx ETF [EF]Exchange Traded Funds (ETF) | $500,001 - $1,000,000 | JT | $15,001 - $50,000 | Dividends | 2017 |
- TIAA Traditional Retirement Annuity [MF]Mutual Funds | $250,001 - $500,000 | 2017 | |||
- ML1 ETF ING GRO - Consumer Discretionary SPDR [EF]Exchange Traded Funds (ETF) | $250,001 - $500,000 | JT | $5,001 - $15,000 | Capital Gains, Dividends | 2017 |
- ML1 ETF ING GRO - Vanguard Financials ETF [EF]Exchange Traded Funds (ETF) | $250,001 - $500,000 | JT | $15,001 - $50,000 | Capital Gains, Dividends | 2017 |
- ML1 ETF ING GRO - Vanguard Information Tech ETF [EF]Exchange Traded Funds (ETF) | $250,001 - $500,000 | JT | $15,001 - $50,000 | Capital Gains, Dividends | 2017 |
- Thrivent Large Cap Stock Fund-A [MF]Mutual Funds | $250,001 - $500,000 | SP | $15,001 - $50,000 | Capital Gains, Dividends | 2017 |
- Thrift Savings Plan G Fund [GS]Government Securities and Agency Debt | $250,001 - $500,000 | 2017 | |||
- Fidelity Blended Investments - Vang Inst TR 2025 [MF]Mutual Funds | $250,001 - $500,000 | SP | Tax-Deferred | 2017 | |
- CREF Stock Fund [MF]Mutual Funds | $250,001 - $500,000 | SP | Tax-Deferred | 2017 | |
- ML1 ETF ING GRO - Sector SPDR Industrial [EF]Exchange Traded Funds (ETF) | $250,001 - $500,000 | JT | $5,001 - $15,000 | Capital Gains, Dividends | 2017 |
- ML1 ETF TX EX - Powershares GLBL Exchnge Traded FD TR Natl Muni Bd Port [EF]Exchange Traded Funds (ETF) | $250,001 - $500,000 | JT | $5,001 - $15,000 | Capital Gains, Dividends | 2017 |
- ML1 ETF ING GRO - Materials Select Sector SPDR Fund [EF]Exchange Traded Funds (ETF) | $100,001 - $250,000 | JT | $1,001 - $2,500 | Capital Gains, Dividends | 2017 |
- ML1 ETF TX EX - SPDR Nuveen Barclays ST Municipal Bond ETF [EF]Exchange Traded Funds (ETF) | $100,001 - $250,000 | JT | $1,001 - $2,500 | Dividends | 2017 |
- Thrift Savings Plan G Fund [GS]Government Securities and Agency Debt | $100,001 - $250,000 | SP | 2017 | ||
- ML1 ETF ING GRO - Biotech Ishares [EF]Exchange Traded Funds (ETF) | $100,001 - $250,000 | JT | $1 - $200 | Dividends | 2017 |
- ML1 ETF ING GRO - Health Care Select SPDR [EF]Exchange Traded Funds (ETF) | $100,001 - $250,000 | JT | $15,001 - $50,000 | Capital Gains, Dividends | 2017 |
- Thrivent Mid Cap Stock Fund-A [MF]Mutual Funds | $100,001 - $250,000 | SP | $15,001 - $50,000 | Capital Gains, Dividends | 2017 |
- ML1 ETF ING GRO - Sector SPDR Consumrs STPL [EF]Exchange Traded Funds (ETF) | $100,001 - $250,000 | JT | $5,001 - $15,000 | Capital Gains, Dividends | 2017 |
- TIAA Traditional Retirement Annuity [MF]Mutual Funds | $100,001 - $250,000 | SP | 2017 | ||
- ML1 ETF ING GRO - Sector SPDR Real Estate Select [EF]Exchange Traded Funds (ETF) | $100,001 - $250,000 | JT | 2017 | ||
- TIAA Real Estate [MF]Mutual Funds | $100,001 - $250,000 | SP | 2017 | ||
- ML1 ETF ING GRO - Sector SPDR Utilities [EF]Exchange Traded Funds (ETF) | $50,001 - $100,000 | JT | $5,001 - $15,000 | Capital Gains, Dividends | 2017 |
- CREF Growth [MF]Mutual Funds | $50,001 - $100,000 | SP | Tax-Deferred | 2017 | |
- ML1 ETF ING GRO - Sector SPDR Energy [EF]Exchange Traded Funds (ETF) | $50,001 - $100,000 | JT | 2017 | ||
- ML1 ETF ING GRO - Sector SPDR S&P Insurance [EF]Exchange Traded Funds (ETF) | $50,001 - $100,000 | JT | $5,001 - $15,000 | Capital Gains, Dividends | 2017 |
- CREF Inflation-Linked Bond [MF]Mutual Funds | $50,001 - $100,000 | SP | Tax-Deferred | 2017 | |
- ML1 ETF TX EX - Markt Vect High Yld ETF [EF]Exchange Traded Funds (ETF) | $50,001 - $100,000 | JT | $2,501 - $5,000 | Dividends | 2017 |
- PIMCO Total Return Instl [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2017 | |
- Thrivent Partner Worldwide Allocation Fund-A [MF]Mutual Funds | $15,001 - $50,000 | SP | $1,001 - $2,500 | Capital Gains, Dividends | 2017 |
- BMO-Harris Bank (savings, checking and money market accounts) [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | JT | $1 - $200 | Interest | 2017 |
- Congressional Federal Credit Union (savings and checking) [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | JT | $1 - $200 | Interest | 2017 |
- DESCRIPTION: Incurred Capital Loss in the range of | $1,000-$15,000 | 2017 | |||
- Thrivent Money Market Fund-A [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | SP | Dividends | 2017 | |
- ML1 ETF ING GRO - Vanguard Telecomm Srvcs ETF [EF]Exchange Traded Funds (ETF) | None | JT | $5,001 - $15,000 | Capital Gains, Dividends | 2017 |
- Payment by ETC from Promissary note for payments over time arising from sale of interest in ETC Inc. [OT] InterestOther | None | $100,001 - $1,000,000 | Capital Gains, | 2017 | |
- Promissary note for payments over time arising from sale of interest in Electronic Theatre Controls, | $5,000,001 - $25,000,000 | 2016 | |||
- ML1 ETF TX EX - Market Vectrs Intrmdiate Muncp Indx ETF | $500,001 - $1,000,000 | JT | $15,001 - $50,000 | Capital Gains, Dividends | 2016 |
- ML1 ETF ING GRO - Vanguard Financials ETF | $250,001 - $500,000 | JT | $15,001 - $50,000 | Capital Gains, Dividends | 2016 |
- Thrivent Large Cap Stock Fund-A | $250,001 - $500,000 | SP | $5,001 - $15,000 | Capital Gains, Dividends | 2016 |
- ML1 ETF ING GRO - Sector SPDR Industrial | $250,001 - $500,000 | JT | $5,001 - $15,000 | Dividends | 2016 |
- Thrift Savings Plan G Fund | $250,001 - $500,000 | 2016 | |||
- ML1 ETF ING GRO - Vanguard Information Tech ETF | $250,001 - $500,000 | JT | $2,501 - $5,000 | Dividends | 2016 |
- TIAA Traditional Retirement Annuity | $250,001 - $500,000 | 2016 | |||
- CREF Stock Fund | $250,001 - $500,000 | Tax-Deferred | 2016 | ||
- ML1 ETF ING GRO - Consumer Discretionary SPDR | $250,001 - $500,000 | JT | $2,501 - $5,000 | Capital Gains, Dividends | 2016 |
- ML1 ETF TX EX - Powershares GLBL Exchnge Traded FD TR Natl Muni Bd Port | $250,001 - $500,000 | JT | $5,001 - $15,000 | Dividends | 2016 |
- ML1 ETF ING GRO - Health Care Select SPDR | $250,001 - $500,000 | JT | $2,501 - $5,000 | Dividends | 2016 |
- TIAA Traditional Retirement Annuity | $100,001 - $250,000 | SP | 2016 | ||
- ML1 ETF TX EX - SPDR Nuveen Barclays ST Municipal Bond ETF | $100,001 - $250,000 | JT | $1,001 - $2,500 | Capital Gains, Dividends | 2016 |
- CREF Stock Fund | $100,001 - $250,000 | SP | Tax-Deferred | 2016 | |
- Fidelity Blended Investments | $100,001 - $250,000 | SP | Tax-Deferred | 2016 | |
- ML1 ETF ING GRO - Sector SPDR Consumrs STPL | $100,001 - $250,000 | JT | $5,001 - $15,000 | Capital Gains, Dividends | 2016 |
- ML1 ETF ING GRO - Sector SPDR Energy | $100,001 - $250,000 | JT | $2,501 - $5,000 | Dividends | 2016 |
- Thrift Savings Plan G Fund | $100,001 - $250,000 | SP | 2016 | ||
- Thrivent Mid Cap Stock Fund-A | $100,001 - $250,000 | SP | $15,001 - $50,000 | Capital Gains, Dividends | 2016 |
- TIAA Real Estate | $100,001 - $250,000 | SP | 2016 | ||
- ML1 ETF ING GRO - Sector SPDR S&P Insurance | $50,001 - $100,000 | JT | $201 - $1,000 | Dividends | 2016 |
- CREF Inflation-Linked Bond | $50,001 - $100,000 | SP | Tax-Deferred | 2016 | |
- ML1 ETF ING GRO - Vanguard Telecomm Srvcs ETF | $50,001 - $100,000 | JT | $1,001 - $2,500 | Capital Gains, Dividends | 2016 |
- BMO-Harris Bank (savings, checking and money market accounts) | $50,001 - $100,000 | JT | $1 - $200 | Interest | 2016 |
- ML1 ETF TX EX - Markt Vect High Yld ETF | $50,001 - $100,000 | JT | $2,501 - $5,000 | Capital Gains, Dividends | 2016 |
- ML1 ETF ING GRO - Sector SPDR Real Estate Select | $50,001 - $100,000 | JT | $1,001 - $2,500 | Dividends | 2016 |
- ML1 ETF ING GRO - Sector SPDR Utilities | $50,001 - $100,000 | JT | $2,501 - $5,000 | Capital Gains, Dividends | 2016 |
- CREF Growth | $15,001 - $50,000 | SP | Tax-Deferred | 2016 | |
- Thrivent Partner Worldwide Allocation Fund-A | $15,001 - $50,000 | SP | $201 - $1,000 | Dividends | 2016 |
- ML1 ETF ING GRO - Materials Select Sector SPDR Fund | $15,001 - $50,000 | JT | $201 - $1,000 | Dividends | 2016 |
- DESCRIPTION: Incurred Capital Loss in the range of | $15,000-$50,000 | 2016 | |||
- Congressional Federal Credit Union (savings and checking) | $15,001 - $50,000 | JT | $1 - $200 | Interest | 2016 |
- PIMCO Total Return Instl | $15,001 - $50,000 | SP | Tax-Deferred | 2016 | |
- Thrivent Money Market Fund-A | $1,001 - $15,000 | SP | Dividends | 2016 | |
- Payment by ETC from Promissary note for payments over time arising from sale of interest in ETC Inc. Interest | None | $100,001 - $1,000,000 | Capital Gains, | 2016 | |
- Promissary note for payments over time arising from sale of interest in Electronic Theatre Controls, | $5,000,001 - $25,000,000 | 2015 | |||
- mL1 ETF TX EX - market Vectrs Intrmdiate muncp Indx ETF | $500,001 - $1,000,000 | JT | $5,001 - $15,000 | Dividends | 2015 |
- TIAA Traditional Retirement Annuity | $250,001 - $500,000 | 2015 | |||
- CREF Stock Fund | $250,001 - $500,000 | Tax-Deferred | 2015 | ||
- Thrivent Large Cap Stock Fund-A | $250,001 - $500,000 | SP | $5,001 - $15,000 | Capital Gains, Dividends | 2015 |
- mL1 Funds - IVY Asset Strategy Fund CL A | $250,001 - $500,000 | JT | $15,001 - $50,000 | Capital Gains, Dividends | 2015 |
- mL1 ETF ING GRO - Vanguard Financials ETF | $250,001 - $500,000 | JT | $2,501 - $5,000 | Dividends | 2015 |
- mL1 ETF ING GRO - Vanguard Information Tech ETF | $250,001 - $500,000 | JT | $2,501 - $5,000 | Dividends | 2015 |
- mL1 ETF TX EX - SPDR Nuveen Barclays ST municipal Bond ETF | $100,001 - $250,000 | JT | $1,001 - $2,500 | Dividends | 2015 |
- TIAA Traditional Retirement Annuity | $100,001 - $250,000 | SP | 2015 | ||
- CREF Stock Fund | $100,001 - $250,000 | SP | Tax-Deferred | 2015 | |
- Thrift Savings Plan G Fund | $100,001 - $250,000 | 2015 | |||
- Thrift Savings Plan G Fund | $100,001 - $250,000 | SP | 2015 | ||
- Thrivent mid Cap Stock Fund-A | $100,001 - $250,000 | SP | $15,001 - $50,000 | Capital Gains, Dividends | 2015 |
- mL1 ETF TX EX - Powershares GLBL Exchnge Traded FD TR Natl muni Bd Port | $100,001 - $250,000 | JT | $2,501 - $5,000 | Dividends | 2015 |
- mL1 ETF ING GRO - Consumer Discretionary SPDR | $100,001 - $250,000 | JT | $1,001 - $2,500 | Dividends | 2015 |
- mL1 ETF ING GRO - Health Care Select SPDR | $100,001 - $250,000 | JT | $1,001 - $2,500 | Dividends | 2015 |
- mL1 ETF ING GRO - Sector SPDR Consumrs STPL | $100,001 - $250,000 | JT | $2,501 - $5,000 | Dividends | 2015 |
- mL1 ETF ING GRO - Sector SPDR Energy | $100,001 - $250,000 | JT | $2,501 - $5,000 | Dividends | 2015 |
- TIAA Real Estate | $100,001 - $250,000 | SP | 2015 | ||
- mL1 ETF ING GRO - Sector SPDR Industrial | $100,001 - $250,000 | JT | $2,501 - $5,000 | Dividends | 2015 |
- Fidelity Blended Investments | $100,001 - $250,000 | SP | Tax-Deferred | 2015 | |
- mL1 ETF TX EX - markt Vect High Yld ETF | $50,001 - $100,000 | JT | $2,501 - $5,000 | Dividends | 2015 |
- CREF Inflation-Linked Bond | $50,001 - $100,000 | SP | Tax-Deferred | 2015 | |
- mL1 ETF ING GRO - Sector SPDR Utilities | $50,001 - $100,000 | JT | $2,501 - $5,000 | Dividends | 2015 |
- CREF Growth | $15,001 - $50,000 | SP | Tax-Deferred | 2015 | |
- Congressional Federal Credit Union (savings and checking) | $15,001 - $50,000 | JT | $1 - $200 | Interest | 2015 |
- mL1 ETF ING GRO - Vanguard Telecomm Srvcs ETF | $15,001 - $50,000 | JT | $1,001 - $2,500 | Dividends | 2015 |
- PImCO Total Return Instl | $15,001 - $50,000 | SP | Tax-Deferred | 2015 | |
- mL1 ETF ING GRO - materials Select Sector SPDR Fund | $15,001 - $50,000 | JT | $201 - $1,000 | Dividends | 2015 |
- Thrivent Partner Worldwide Allocation Fund-A | $15,001 - $50,000 | SP | $201 - $1,000 | Dividends | 2015 |
- BmO-Harris Bank (savings, checking and money market accounts) | $15,001 - $50,000 | JT | $1 - $200 | Interest | 2015 |
- Thrivent money market Fund-A | $1,001 - $15,000 | SP | Dividends | 2015 | |
- Payment by ETC from Promissary note for payments over time arising from sale of interest in ETC Inc. Interest | None | $100,001 - $1,000,000 | Capital Gains, | 2015 | |
- Promissary note for payments over time arising from sale of interest in Electronic Theatre Controls, | $5,000,001 - $25,000,000 | 2014 | |||
- ML1 ETF TX EX - Market Vectrs Intrmdiate Muncp Indx ETF | $500,001 - $1,000,000 | JT | $5,001 - $15,000 | Dividends | 2014 |
- CREF Stock Fund | $250,001 - $500,000 | 2014 | |||
- Thrivent Large Cap Stock Fund-A | $250,001 - $500,000 | SP | $15,001 - $50,000 | Capital Gains, Dividends | 2014 |
- TIAA Traditional Retirement Annuity | $250,001 - $500,000 | 2014 | |||
- ML1 Funds - IVY Asset Strategy Fund CL A | $250,001 - $500,000 | JT | $15,001 - $50,000 | Capital Gains, Dividends | 2014 |
- ML1 ETF ING GRO - Health Care Select SPDR | $100,001 - $250,000 | JT | $1,001 - $2,500 | Dividends | 2014 |
- Thrivent Mid Cap Stock Fund-A | $100,001 - $250,000 | SP | $15,001 - $50,000 | Capital Gains, Dividends | 2014 |
- ML1 ETF ING GRO - Sector SPDR Consumrs STPL | $100,001 - $250,000 | JT | $1,001 - $2,500 | Dividends | 2014 |
- ML1 ETF ING GRO - Sector SPDR Energy | $100,001 - $250,000 | JT | $1,001 - $2,500 | Dividends | 2014 |
- ML1 ETF ING GRO - Sector SPDR Industrial | $100,001 - $250,000 | JT | $1,001 - $2,500 | Dividends | 2014 |
- ML1 ETF ING GRO - Vanguard Financials ETF | $100,001 - $250,000 | JT | $1,001 - $2,500 | Dividends | 2014 |
- ML1 ETF ING GRO - Vanguard Information Tech ETF | $100,001 - $250,000 | JT | $1,001 - $2,500 | Dividends | 2014 |
- ML1 ETF TX EX - SPDR Nuveen Barclays ST Municipal Bond ETF | $100,001 - $250,000 | JT | $201 - $1,000 | Dividends | 2014 |
- Thrift Savings Plan G Fund | $100,001 - $250,000 | SP | 2014 | ||
- ML1 ETF TX EX - Powershares GLBL Exchnge Traded FD TR Natl Muni Bd Port | $100,001 - $250,000 | JT | $1,001 - $2,500 | Dividends | 2014 |
- Thrift Savings Plan G Fund | $100,001 - $250,000 | 2014 | |||
- CREF Stock Fund | $100,001 - $250,000 | SP | 2014 | ||
- Fidelity Contrafund | $100,001 - $250,000 | SP | 2014 | ||
- TIAA Traditional Retirement Annuity | $100,001 - $250,000 | SP | 2014 | ||
- ML1 ETF ING GRO - Consumer Discretionary SPDR | $100,001 - $250,000 | JT | $1,001 - $2,500 | Dividends | 2014 |
- CREF Inflation-Linked Bond | $50,001 - $100,000 | SP | 2014 | ||
- ML1 ETF ING GRO - Sector SPDR Utilities | $50,001 - $100,000 | JT | $1,001 - $2,500 | Dividends | 2014 |
- ML1 ETF TX EX - Markt Vect High Yld ETF | $50,001 - $100,000 | JT | $1,001 - $2,500 | Dividends | 2014 |
- TIAA Real Estate | $50,001 - $100,000 | SP | 2014 | ||
- Teachers Federal Credit Union (savings, money market and checking) | $15,001 - $50,000 | SP | $1 - $200 | Interest | 2014 |
- ML1 ETF ING GRO - Vanguard Telecomm Srvcs ETF | $15,001 - $50,000 | JT | $201 - $1,000 | Dividends | 2014 |
- ML1 ETF ING GRO - Materials Select Sector SPDR Fund | $15,001 - $50,000 | JT | $201 - $1,000 | Dividends | 2014 |
- BMO-Harris Bank (savings, checking and money market accounts) | $15,001 - $50,000 | JT | $201 - $1,000 | Interest | 2014 |
- Congressional Federal Credit Union (savings and checking) | $15,001 - $50,000 | JT | $201 - $1,000 | Interest | 2014 |
- Thrivent Partner Worldwide Allocation Fund-A | $15,001 - $50,000 | SP | $201 - $1,000 | Dividends | 2014 |
- Fidelity Magellan/CREF Growth | $15,001 - $50,000 | SP | 2014 | ||
- Fidelity Intermed Bond/PIMCO Total Return Instl | $15,001 - $50,000 | SP | 2014 | ||
- Thrivent Money Market Fund-A | $1,001 - $15,000 | SP | Dividends | 2014 | |
- Payment by ETC from Promissary note for payments over time arising from sale of interest in ETC Inc. Interest | None | $100,001 - $1,000,000 | Capital Gains, | 2014 | |
- Promissary note for payments over time arising from sale of interest in Electronic Theatre Controls, | $5,000,001 - $25,000,000 | 2013 | |||
- Congressional Federal Credit Union (savings and checking) | $500,001 - $1,000,000 | JT | $1 - $200 | Interest | 2013 |
- Thrivent Large Cap Stock Fund-A | $250,001 - $500,000 | SP | $5,001 - $15,000 | Dividends | 2013 |
- CREF Stock Fund | $250,001 - $500,000 | 2013 | |||
- BMO-Harris Bank (savings, checking and money market accounts) | $250,001 - $500,000 | JT | $201 - $1,000 | Interest | 2013 |
- TIAA Traditional Retirement Annuity | $250,001 - $500,000 | 2013 | |||
- TIAA Traditional Retirement Annuity | $100,001 - $250,000 | SP | 2013 | ||
- Thrift Savings Plan G Fund | $100,001 - $250,000 | 2013 | |||
- Thrift Savings Plan G Fund | $100,001 - $250,000 | SP | 2013 | ||
- Thrivent Mid Cap Stock Fund-A | $100,001 - $250,000 | SP | $1,001 - $2,500 | Dividends | 2013 |
- Fidelity Contrafund | $100,001 - $250,000 | SP | 2013 | ||
- CREF Stock Fund | $100,001 - $250,000 | SP | 2013 | ||
- CREF Inflation-Linked Bond | $50,001 - $100,000 | SP | 2013 | ||
- TIAA Real Estate | $50,001 - $100,000 | SP | 2013 | ||
- Fidelity Intermed Bond | $50,001 - $100,000 | SP | 2013 | ||
- Thrift Savings Plan G Fund | $50,001 - $100,000 | 2013 | |||
- Fidelity Magellan | $50,001 - $100,000 | SP | 2013 | ||
- Teachers Federal Credit Union (savings, money market and checking) | $50,001 - $100,000 | SP | $201 - $1,000 | Interest | 2013 |
- Thrivent Partner Worldwide Allocation Fund-A | $15,001 - $50,000 | SP | $201 - $1,000 | Dividends | 2013 |
- Thrivent Money Market Fund-A | $1,001 - $15,000 | SP | $1 - $200 | Dividends | 2013 |
- Northwestern Mutual Insured Bank Deposit IRA | None | 2013 | |||
- Payment by ETC from Promissary note for payments over time arising from sale of interest in ETC Inc. Interest | None | $100,001 - $1,000,000 | Capital Gains, | 2013 |
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