—
Net Worth Est.
$2.94MTrade volume
$0Total trades
-----Last Traded
----Mutual Funds
$2.54M
Bank Accounts, Money Market Accounts and CDs
$223.5K
Defined Benefit Pension
$175K
Ticker | Amount | Owner | Income | Income Type | Filing Year |
|---|---|---|---|---|---|
![Spouse IRA ⇒ DFA Investment Grade Institutional [MF]](https://quiver-logos.s3.us-east-2.amazonaws.com/placeholder_white.png){kind=small} - Spouse IRA ⇒ DFA Investment Grade Institutional [MF]Mutual Funds | $250,001 - $500,000 | SP | Tax-Deferred | 2023 | |
- Spouse IRA ⇒ Vanguard Short-Term Investment Grade [MF]Mutual Funds | $250,001 - $500,000 | SP | Tax-Deferred | 2023 | |
- Spouse IRA ⇒ iShares Core S&P 500 Index [MF]Mutual Funds | $250,001 - $500,000 | SP | Tax-Deferred | 2023 | |
- Colorado PERA [DB]Defined Benefit Pension | $100,001 - $250,000 | SP | 2023 | ||
- Spouse IRA ⇒ DFA Emerging Markets Core Equity [MF]Mutual Funds | $100,001 - $250,000 | SP | Tax-Deferred | 2023 | |
- Spouse IRA ⇒ DFA International Core Equity [MF]Mutual Funds | $100,001 - $250,000 | SP | Tax-Deferred | 2023 | |
- Spouse IRA ⇒ DFA Two-Year Global Fixed [MF]Mutual Funds | $100,001 - $250,000 | SP | Tax-Deferred | 2023 | |
- Spouse IRA ⇒ Schwab Money Market Fund [BA]Bank Accounts, Money Market Accounts and CDs | $100,001 - $250,000 | SP | Tax-Deferred | 2023 | |
- Spouse IRA ⇒ Vanguard Small Cap ETF [MF]Mutual Funds | $100,001 - $250,000 | SP | Tax-Deferred | 2023 | |
- Spouse IRA ⇒ Vanguard Small Cap Value [MF]Mutual Funds | $100,001 - $250,000 | SP | Tax-Deferred | 2023 | |
- Spouse IRA ⇒ DFA Global Real Estate Securities [MF]Mutual Funds | $50,001 - $100,000 | SP | Tax-Deferred | 2023 | |
- Spouse IRA ⇒ DFA International Small Co. [MF]Mutual Funds | $50,001 - $100,000 | SP | Tax-Deferred | 2023 | |
- Spouse IRA ⇒ Vanguard Value [MF]Mutual Funds | $50,001 - $100,000 | SP | Tax-Deferred | 2023 | |
- Spouse IRA ⇒ Vanguard Inflation Protected Securities [MF]Mutual Funds | $50,001 - $100,000 | SP | Tax-Deferred | 2023 | |
- DeGette IRA ⇒ iShares Core US Aggregate Bond EFT [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2023 | ||
- DeGette IRA ⇒ Vanguard Short-Term Bond Index [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2023 | ||
- TIAA-CREF Intelligent Life VUL ⇒ DFA VA Global Bond Portfolio [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2023 | |
- Wells Fargo Bank West, N.A. [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | JT | $1 - $200 | Interest | 2023 |
- DeGette IRA ⇒ Dimensional US Core Equity Market [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2023 | ||
- TIAA-CREF Intelligent Life VUL ⇒ DFA VA International Small Portfolio [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2023 | |
- TIAA-CREF Intelligent Life VUL ⇒ DFA VA International Value Portfolio [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2023 | |
- TIAA-CREF Intelligent Life VUL ⇒ DFA VA Short-Term Fixed Income [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2023 | |
- TIAA-CREF Intelligent Life VUL ⇒ DFA VA US Large Value Portfolio [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2023 | |
- DeGette IRA ⇒ iShares MSCI EAFE Small Cap Index [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
- DeGette IRA ⇒ Schwab Money Market Fund [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
- Schwab Money Market Fund [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | JT | $1 - $200 | Interest | 2023 |
- DeGette IRA ⇒ Vanguard Small Cap ETF [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
- TIAA-CREF Intelligent Life VUL ⇒ DFA VA US Targeted Value [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2023 | |
- TIAA-CREF Intelligent Life VUL ⇒ Templeton Developing Markets Securities Fund [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2023 | |
- DeGette IRA ⇒ Dimensional International Core Equity Market [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
- TIAA-CREF Intelligent Life VUL ⇒ TIAA-CREF Fixed Rate Account [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2023 | |
- DeGette IRA ⇒ DFA Global Real Estate Securities [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
- TIAA-CREF Intelligent Life VUL ⇒ TIAA-CREF Life International Equity Fund [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2023 | |
- DeGette IRA ⇒ DFA Emerging Markets Core Equity [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
- TIAA-CREF Intelligent Life VUL ⇒ TIAA-CREF Life Stock Index Fund [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2023 | |
- Spouse IRA ⇒ DFA International Core Equity [MF]Mutual Funds | $250,001 - $500,000 | SP | Tax-Deferred | 2022 | |
- Spouse IRA ⇒ Vanguard Short-Term Investment Grade [MF]Mutual Funds | $250,001 - $500,000 | SP | Tax-Deferred | 2022 | |
- Spouse IRA ⇒ iShares Core S&P 500 Index [MF]Mutual Funds | $250,001 - $500,000 | SP | Tax-Deferred | 2022 | |
- Spouse IRA ⇒ DFA Investment Grade Institutional [MF]Mutual Funds | $250,001 - $500,000 | SP | Tax-Deferred | 2022 | |
- Spouse IRA ⇒ DFA Emerging Markets Core Equity [MF]Mutual Funds | $100,001 - $250,000 | SP | Tax-Deferred | 2022 | |
- Spouse IRA ⇒ Vanguard Small Cap ETF [MF]Mutual Funds | $100,001 - $250,000 | SP | Tax-Deferred | 2022 | |
- Spouse IRA ⇒ DFA Two-Year Global Fixed [MF]Mutual Funds | $100,001 - $250,000 | SP | Tax-Deferred | 2022 | |
- Spouse IRA ⇒ Schwab Money Market Fund [BA]Bank Accounts, Money Market Accounts and CDs | $100,001 - $250,000 | SP | Tax-Deferred | 2022 | |
- Colorado PERA [DB]Defined Benefit Pension | $50,001 - $100,000 | SP | 2022 | ||
- Spouse IRA ⇒ DFA Global Real Estate Securities [MF]Mutual Funds | $50,001 - $100,000 | SP | Tax-Deferred | 2022 | |
- Spouse IRA ⇒ DFA International Small Co. [MF]Mutual Funds | $50,001 - $100,000 | SP | Tax-Deferred | 2022 | |
- Spouse IRA ⇒ iShares Global Infrastructure ETF [MF]Mutual Funds | $50,001 - $100,000 | SP | Tax-Deferred | 2022 | |
- Spouse IRA ⇒ Vanguard Inflation Protected Securities [MF]Mutual Funds | $50,001 - $100,000 | SP | Tax-Deferred | 2022 | |
- Spouse IRA ⇒ Vanguard Small Cap Value [MF]Mutual Funds | $50,001 - $100,000 | SP | Tax-Deferred | 2022 | |
- Spouse IRA ⇒ Vanguard Value [MF]Mutual Funds | $50,001 - $100,000 | SP | Tax-Deferred | 2022 | |
- TIAA-CREF Intelligent Life VUL ⇒ DFA VA Global Bond Portfolio [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2022 | |
- DeGette IRA ⇒ Dimensional US Core Equity Market [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2022 | ||
- Wells Fargo Bank West, N.A. [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | JT | $1 - $200 | Interest | 2022 |
- Schwab Money Market Fund [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | JT | $1 - $200 | Interest | 2022 |
- TIAA-CREF Intelligent Life VUL ⇒ TIAA-CREF Life International Equity Fund [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2022 | |
- DeGette IRA ⇒ DFA Global Real Estate Securities [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2022 | ||
- DeGette IRA ⇒ DFA Emerging Markets Core Equity [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2022 | ||
- TIAA-CREF Intelligent Life VUL ⇒ TIAA-CREF Life Stock Index Fund [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2022 | |
- TIAA-CREF Intelligent Life VUL ⇒ DFA VA International Small Portfolio [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2022 | |
- TIAA-CREF Intelligent Life VUL ⇒ DFA VA International Value Portfolio [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2022 | |
- TIAA-CREF Intelligent Life VUL ⇒ DFA VA Short-Term Fixed Income [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2022 | |
- TIAA-CREF Intelligent Life VUL ⇒ DFA VA US Large Value Portfolio [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2022 | |
- DeGette IRA ⇒ Vanguard Small Cap ETF [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2022 | ||
- DeGette IRA ⇒ Vanguard Short-Term Bond Index [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2022 | ||
- TIAA-CREF Intelligent Life VUL ⇒ DFA VA US Targeted Value [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2022 | |
- DeGette IRA ⇒ Schwab Money Market Fund [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | Tax-Deferred | 2022 | ||
- DeGette IRA ⇒ iShares MSCI EAFE Small Cap Index [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2022 | ||
- TIAA-CREF Intelligent Life VUL ⇒ Templeton Developing Markets Securities Fund [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2022 | |
- DeGette IRA ⇒ iShares Core US Aggregate Bond EFT [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2022 | ||
- TIAA-CREF Intelligent Life VUL ⇒ TIAA-CREF Fixed Rate Account [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2022 | |
- DeGette IRA ⇒ Dimensional International Core Equity Market [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2022 | ||
- Spouse IRA ⇒ IShares Core S&P 500 Index [MF]Mutual Funds | $500,001 - $1,000,000 | SP | Tax-Deferred | 2021 | |
- Spouse IRA ⇒ Vanguard Short-Term Investment Grade [MF]Mutual Funds | $250,001 - $500,000 | SP | Tax-Deferred | 2021 | |
- Spouse IRA ⇒ DFA Investment Grade Institutional [MF]Mutual Funds | $250,001 - $500,000 | SP | Tax-Deferred | 2021 | |
- Spouse IRA ⇒ Vanguard Small Cap ETF [MF]Mutual Funds | $250,001 - $500,000 | SP | Tax-Deferred | 2021 | |
- Spouse IRA ⇒ DFA International Core Equity [MF]Mutual Funds | $250,001 - $500,000 | SP | Tax-Deferred | 2021 | |
- Spouse IRA ⇒ DFA International Small Co. [MF]Mutual Funds | $100,001 - $250,000 | SP | Tax-Deferred | 2021 | |
- Spouse IRA ⇒ DFA Two-Year Global Fixed [MF]Mutual Funds | $100,001 - $250,000 | SP | Tax-Deferred | 2021 | |
- Spouse IRA ⇒ DFA Emerging Markets Core Equity [MF]Mutual Funds | $100,001 - $250,000 | SP | Tax-Deferred | 2021 | |
- Spouse IRA ⇒ DFA Global Real Estate Securities [MF]Mutual Funds | $100,001 - $250,000 | SP | Tax-Deferred | 2021 | |
- Spouse IRA ⇒ iShares Global Infrastructure ETF [MF]Mutual Funds | $100,001 - $250,000 | SP | Tax-Deferred | 2021 | |
- Spouse IRA ⇒ Vanguard Value [MF]Mutual Funds | $100,001 - $250,000 | SP | Tax-Deferred | 2021 | |
- Spouse IRA ⇒ Vanguard Small Cap Value [MF]Mutual Funds | $100,001 - $250,000 | SP | Tax-Deferred | 2021 | |
- Spouse IRA ⇒ Vanguard Inflation Protected Securities [MF]Mutual Funds | $100,001 - $250,000 | SP | Tax-Deferred | 2021 | |
- Spouse IRA ⇒ Schwab Money Market Fund [BA]Bank Accounts, Money Market Accounts and CDs | $100,001 - $250,000 | SP | Tax-Deferred | 2021 | |
- Colorado PERA [DB]Defined Benefit Pension | $50,001 - $100,000 | SP | 2021 | ||
- TIAA-CREF Intelligent Life VUL ⇒ DFA VA Global Bond Portfolio [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2021 | |
- DeGette IRA ⇒ Dimensional US Core Equity Market [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2021 | ||
- Wells Fargo Bank West, N.A. [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | JT | $1 - $200 | Interest | 2021 |
- Schwab Money Market Fund [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | JT | $1 - $200 | Interest | 2021 |
- DeGette IRA ⇒ iShares MSCI EAFE Small Cap Index [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2021 | ||
- DeGette IRA ⇒ iShares Core US Aggregate Bond EFT [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2021 | ||
- DeGette IRA ⇒ Dimensional International Core Equity Market [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2021 | ||
- DeGette IRA ⇒ DFA Global Real Estate Securities [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2021 | ||
- DeGette IRA ⇒ DFA Emerging Markets Core Equity [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2021 | ||
- TIAA-CREF Intelligent Life VUL ⇒ DFA VA International Small Portfolio [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2021 | |
- TIAA-CREF Intelligent Life VUL ⇒ DFA VA International Value Portfolio [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2021 | |
- TIAA-CREF Intelligent Life VUL ⇒ DFA VA Short-Term Fixed Income [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2021 | |
- TIAA-CREF Intelligent Life VUL ⇒ DFA VA US Large Value Portfolio [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2021 | |
- TIAA-CREF Intelligent Life VUL ⇒ DFA VA US Targeted Value [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2021 | |
- TIAA-CREF Intelligent Life VUL ⇒ Templeton Developing Markets Securities Fund [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2021 | |
- TIAA-CREF Intelligent Life VUL ⇒ TIAA-CREF Fixed Rate Account [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2021 | |
- TIAA-CREF Intelligent Life VUL ⇒ TIAA-CREF Life International Equity Fund [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2021 | |
- TIAA-CREF Intelligent Life VUL ⇒ TIAA-CREF Life Stock Index Fund [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2021 | |
- DeGette IRA ⇒ iShares Global Infrastructure ETF [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2021 | ||
- DeGette IRA ⇒ Vanguard Small Cap ETF [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2021 | ||
- DeGette IRA ⇒ Vanguard Short-Term Bond Index [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2021 | ||
- DeGette IRA ⇒ Schwab Money Market Fund [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | Tax-Deferred | 2021 | ||
- Spouse IRA ⇒ IShares Core S&P 500 Index [MF]Mutual Funds | $500,001 - $1,000,000 | SP | Tax-Deferred | 2020 | |
- Spouse IRA ⇒ DFA Investment Grade Institutional [MF]Mutual Funds | $250,001 - $500,000 | SP | Tax-Deferred | 2020 | |
- Spouse IRA ⇒ Vanguard Small Cap ETF [MF]Mutual Funds | $250,001 - $500,000 | SP | Tax-Deferred | 2020 | |
- Spouse IRA ⇒ Vanguard Short-Term Investment Grade [MF]Mutual Funds | $250,001 - $500,000 | SP | Tax-Deferred | 2020 | |
- Spouse IRA ⇒ DFA International Core Equity [MF]Mutual Funds | $250,001 - $500,000 | SP | Tax-Deferred | 2020 | |
- Spouse IRA ⇒ DFA Global Real Estate Securities [MF]Mutual Funds | $100,001 - $250,000 | SP | Tax-Deferred | 2020 | |
- Spouse IRA ⇒ DFA International Small Co. [MF]Mutual Funds | $100,001 - $250,000 | SP | Tax-Deferred | 2020 | |
- Spouse IRA ⇒ Vanguard Value [MF]Mutual Funds | $100,001 - $250,000 | SP | Tax-Deferred | 2020 | |
- Spouse IRA ⇒ Charles Schwab Bank [BA]Bank Accounts, Money Market Accounts and CDs | $100,001 - $250,000 | SP | Tax-Deferred | 2020 | |
- Spouse IRA ⇒ DFA Emerging Markets Core Equity [MF]Mutual Funds | $100,001 - $250,000 | SP | Tax-Deferred | 2020 | |
- Spouse IRA ⇒ DFA Two-Year Global Fixed [MF]Mutual Funds | $100,001 - $250,000 | SP | Tax-Deferred | 2020 | |
- Spouse IRA ⇒ Vanguard Inflation Protected Securities [MF]Mutual Funds | $100,001 - $250,000 | SP | Tax-Deferred | 2020 | |
- Spouse IRA ⇒ Vanguard Small Cap Value [MF]Mutual Funds | $100,001 - $250,000 | SP | Tax-Deferred | 2020 | |
- Colorado PERA [DB]Defined Benefit Pension | $15,001 - $50,000 | SP | 2020 | ||
- DeGette IRA ⇒ iShares Core US Aggregate Bond EFT [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2020 | ||
- Charles Schwab Bank [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | JT | $1 - $200 | Interest | 2020 |
- DeGette IRA ⇒ Vanguard Short-Term Bond Index [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2020 | ||
- TIAA-CREF Intelligent Life VUL ⇒ DFA VA Global Bond Portfolio [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2020 | |
- Wells Fargo Bank West, N.A. [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | JT | $1 - $200 | Interest | 2020 |
- DeGette IRA ⇒ DFA US Core Equity 1 [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2020 | ||
- DeGette IRA ⇒ Charles Schwab Bank [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | Tax-Deferred | 2020 | ||
- TIAA-CREF Intelligent Life VUL ⇒ TIAA-CREF Life Stock Index Fund [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2020 | |
- TIAA-CREF Intelligent Life VUL ⇒ DFA VA International Small Portfolio [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2020 | |
- TIAA-CREF Intelligent Life VUL ⇒ DFA VA International Value Portfolio [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2020 | |
- TIAA-CREF Intelligent Life VUL ⇒ DFA VA Short-Term Fixed Income [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2020 | |
- TIAA-CREF Intelligent Life VUL ⇒ DFA VA US Large Value Portfolio [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2020 | |
- TIAA-CREF Intelligent Life VUL ⇒ DFA VA US Targeted Value [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2020 | |
- TIAA-CREF Intelligent Life VUL ⇒ Templeton Developing Markets Securities Fund [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2020 | |
- TIAA-CREF Intelligent Life VUL ⇒ TIAA-CREF Fixed Rate Account [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2020 | |
- TIAA-CREF Intelligent Life VUL ⇒ TIAA-CREF Life International Equity Fund [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2020 | |
- DeGette IRA ⇒ DFA International Core Equity [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2020 | ||
- DeGette IRA ⇒ DFA Global Real Estate Securities [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2020 | ||
- DeGette IRA ⇒ DFA Emerging Markets Core Equity [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2020 | ||
- Spouse IRA ⇒ IShares Core S&P 500 Index [MF]Mutual Funds | $500,001 - $1,000,000 | SP | Tax-Deferred | 2019 | |
- Spouse IRA ⇒ Vanguard Short-Term Investment Grade [MF]Mutual Funds | $250,001 - $500,000 | SP | Tax-Deferred | 2019 | |
- Spouse IRA ⇒ iShares Core US Aggregate Bond EFT [MF]Mutual Funds | $250,001 - $500,000 | SP | Tax-Deferred | 2019 | |
- Spouse IRA ⇒ DFA International Core Equity [MF]Mutual Funds | $250,001 - $500,000 | SP | Tax-Deferred | 2019 | |
- Spouse IRA ⇒ DFA Two-Year Global Fixed [MF]Mutual Funds | $100,001 - $250,000 | SP | Tax-Deferred | 2019 | |
- Spouse IRA ⇒ DFA Emerging Markets Core Equity [MF]Mutual Funds | $100,001 - $250,000 | SP | Tax-Deferred | 2019 | |
- Spouse IRA ⇒ DFA Global Real Estate Securities [MF]Mutual Funds | $100,001 - $250,000 | SP | Tax-Deferred | 2019 | |
- Spouse IRA ⇒ DFA International Small Co. [MF]Mutual Funds | $100,001 - $250,000 | SP | Tax-Deferred | 2019 | |
- Spouse IRA ⇒ Vanguard Small Cap ETF [MF]Mutual Funds | $100,001 - $250,000 | SP | Tax-Deferred | 2019 | |
- Spouse IRA ⇒ Vanguard Inflation Protected Securities [MF]Mutual Funds | $100,001 - $250,000 | SP | Tax-Deferred | 2019 | |
- Spouse IRA ⇒ DFA US Large Cap Value [MF]Mutual Funds | $50,001 - $100,000 | SP | Tax-Deferred | 2019 | |
- Spouse IRA ⇒ DFA US Small Cap Value [MF]Mutual Funds | $50,001 - $100,000 | SP | Tax-Deferred | 2019 | |
- TIAA-CREF Intelligent Life VUL ⇒ DFA VA Global Bond Portfolio [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2019 | |
- Spouse IRA ⇒ Charles Schwab Bank [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | SP | Tax-Deferred | 2019 | |
- DeGette IRA ⇒ iShares Core US Aggregate Bond EFT [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2019 | ||
- DeGette IRA ⇒ DFA US Core Equity 1 [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2019 | ||
- Charles Schwab Bank [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | JT | $1 - $200 | Interest | 2019 |
- Wells Fargo Bank West, N.A. [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | JT | $1 - $200 | Interest | 2019 |
- DeGette IRA ⇒ DFA Global Real Estate Securities [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2019 | ||
- TIAA-CREF Intelligent Life VUL ⇒ DFA VA Short-Term Fixed Income [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2019 | |
- TIAA-CREF Intelligent Life VUL ⇒ DFA VA US Large Value Portfolio [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2019 | |
- TIAA-CREF Intelligent Life VUL ⇒ DFA VA US Targeted Value [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2019 | |
- TIAA-CREF Intelligent Life VUL ⇒ Templeton Developing Markets Securities Fund [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2019 | |
- TIAA-CREF Intelligent Life VUL ⇒ TIAA-CREF Fixed Rate Account [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2019 | |
- TIAA-CREF Intelligent Life VUL ⇒ TIAA-CREF Life International Equity Fund [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2019 | |
- TIAA-CREF Intelligent Life VUL ⇒ TIAA-CREF Life Stock Index Fund [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2019 | |
- DeGette IRA ⇒ Charles Schwab Bank [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | Tax-Deferred | 2019 | ||
- DeGette IRA ⇒ DFA Emerging Markets Core Equity [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2019 | ||
- DeGette IRA ⇒ DFA International Core Equity [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2019 | ||
- TIAA-CREF Intelligent Life VUL ⇒ DFA VA International Small Portfolio [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2019 | |
- TIAA-CREF Intelligent Life VUL ⇒ DFA VA International Value Portfolio [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2019 | |
- Spouse's Law Firm Retirement Accounts ⇒ Spouse's Profit-Sharing Account ⇒ Vanguard 500 Index Admiral [MF]Mutual Funds | $250,001 - $500,000 | SP | Tax-Deferred | 2018 | |
- Spouse's Law Firm Retirement Accounts ⇒ Spouse's 401K ⇒ Wedge Mid Cap Value [MF]Mutual Funds | $100,001 - $250,000 | SP | Tax-Deferred | 2018 | |
- Spouse's Law Firm Retirement Accounts ⇒ Spouse's Profit-Sharing Account ⇒ AM Funds EuroPacific Growth [MF]Mutual Funds | $100,001 - $250,000 | SP | Tax-Deferred | 2018 | |
- Spouse's Law Firm Retirement Accounts ⇒ Spouse's Profit-Sharing Account ⇒ iShares Core S&P 500 Index [MF]Mutual Funds | $100,001 - $250,000 | SP | Tax-Deferred | 2018 | |
- Spouse IRA ⇒ Vanguard Short-Term Investment Grade [MF]Mutual Funds | $100,001 - $250,000 | SP | Tax-Deferred | 2018 | |
- Spouse IRA ⇒ iShares Core US Aggregate Bond EFT [MF]Mutual Funds | $100,001 - $250,000 | SP | Tax-Deferred | 2018 | |
- Spouse IRA ⇒ IShares Core S&P 500 Index [MF]Mutual Funds | $100,001 - $250,000 | SP | Tax-Deferred | 2018 | |
- Spouse's Law Firm Retirement Accounts ⇒ Spouse's Profit-Sharing Account ⇒ Wells Fargo Stable Return Fund [MF]Mutual Funds | $100,001 - $250,000 | SP | Tax-Deferred | 2018 | |
- Spouse's Law Firm Retirement Accounts ⇒ Spouse's Profit-Sharing Account ⇒ Metropolitan West Total Return Bond I [MF]Mutual Funds | $100,001 - $250,000 | SP | Tax-Deferred | 2018 | |
- Spouse's Law Firm Retirement Accounts ⇒ Spouse's Profit-Sharing Account ⇒ iShares Core US Aggregate Bond EFT [MF]Mutual Funds | $100,001 - $250,000 | SP | Tax-Deferred | 2018 | |
- Spouse IRA ⇒ DFA Two-Year Global Fixed [MF]Mutual Funds | $50,001 - $100,000 | SP | Tax-Deferred | 2018 | |
- Spouse IRA ⇒ Vanguard Small Cap ETF [MF]Mutual Funds | $50,001 - $100,000 | SP | Tax-Deferred | 2018 | |
- Spouse IRA ⇒ DFA International Core Equity [MF]Mutual Funds | $50,001 - $100,000 | SP | Tax-Deferred | 2018 | |
- Spouse's Law Firm Retirement Accounts ⇒ Spouse's Profit-Sharing Account ⇒ DFA International Core Equity [MF]Mutual Funds | $50,001 - $100,000 | SP | Tax-Deferred | 2018 | |
- Spouse's Law Firm Retirement Accounts ⇒ Spouse's Profit-Sharing Account ⇒ Vanguard Short-Term Investment Grade [MF]Mutual Funds | $50,001 - $100,000 | SP | Tax-Deferred | 2018 | |
- Spouse's Law Firm Retirement Accounts ⇒ Spouse's 401K ⇒ Vanguard Small Cap ETF [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2018 | |
- Spouse's Law Firm Retirement Accounts ⇒ Spouse's Profit-Sharing Account ⇒ DFA International Small Co. [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2018 | |
- Spouse's Law Firm Retirement Accounts ⇒ Spouse's Profit-Sharing Account ⇒ DFA Two-Year Global Fixed [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2018 | |
- Spouse's Law Firm Retirement Accounts ⇒ Spouse's Profit-Sharing Account ⇒ DFA US Small Cap Value [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2018 | |
- Wells Fargo Bank West, N.A. [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | JT | $1 - $200 | Interest | 2018 |
- Spouse IRA ⇒ Vanguard Inflation Protected Securities [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2018 | |
- Spouse's Law Firm Retirement Accounts ⇒ Spouse's Cash Balance Account ⇒ Dentons US LLP Cash Balance Plan [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2018 | |
- Spouse's Law Firm Retirement Accounts ⇒ Spouse's Profit-Sharing Account ⇒ Charles Schwab Bank [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | SP | Tax-Deferred | 2018 | |
- Spouse's Law Firm Retirement Accounts ⇒ Spouse's Profit-Sharing Account ⇒ DFA Emerging Markets Core Equity [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2018 | |
- Spouse's Law Firm Retirement Accounts ⇒ Spouse's Profit-Sharing Account ⇒ DFA Global Real Estate Securities [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2018 | |
- Charles Schwab Bank [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | JT | $1 - $200 | Interest | 2018 |
- DeGette IRA ⇒ DFA US Core Equity 1 [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2018 | ||
- DeGette IRA ⇒ iShares Core US Aggregate Bond EFT [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2018 | ||
- Equity interest in Dentons US LLP [OL]Ownership Interest | $15,001 - $50,000 | SP | Partnership draw Not and distributions. Applicable | 2018 | |
- Spouse IRA ⇒ Charles Schwab Bank [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | SP | Tax-Deferred | 2018 | |
- Spouse IRA ⇒ DFA Emerging Markets Core Equity [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2018 | |
- Spouse IRA ⇒ DFA Global Real Estate Securities [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2018 | |
- Spouse IRA ⇒ DFA International Small Co. [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2018 | |
- Spouse IRA ⇒ DFA US Small Cap Value [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2018 | |
- Spouse's Law Firm Retirement Accounts ⇒ Spouse's Profit-Sharing Account ⇒ Vanguard Inflation Protected Securities [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2018 | |
- TIAA-CREF Intelligent Life VUL ⇒ DFA VA Global Bond Portfolio [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2018 | |
- DeGette IRA ⇒ DFA International Core Equity [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2018 | ||
- TIAA-CREF Intelligent Life VUL ⇒ TIAA-CREF Life Stock Index Fund [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2018 | |
- Spouse IRA ⇒ DFA US Large Cap Value [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2018 | |
- Spouse's Law Firm Retirement Accounts ⇒ Spouse's Profit-Sharing Account ⇒ DFA US Large Cap Value [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2018 | |
- DeGette IRA ⇒ Charles Schwab Bank [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | Tax-Deferred | 2018 | ||
- TIAA-CREF Intelligent Life VUL ⇒ DFA VA International Small Portfolio [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2018 | |
- TIAA-CREF Intelligent Life VUL ⇒ DFA VA International Value Portfolio [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2018 | |
- TIAA-CREF Intelligent Life VUL ⇒ DFA VA Short-Term Fixed Income [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2018 | |
- TIAA-CREF Intelligent Life VUL ⇒ DFA VA US Large Value Portfolio [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2018 | |
- TIAA-CREF Intelligent Life VUL ⇒ DFA VA US Targeted Value [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2018 | |
- TIAA-CREF Intelligent Life VUL ⇒ Templeton Developing Markets Securities Fund [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2018 | |
- TIAA-CREF Intelligent Life VUL ⇒ TIAA-CREF Fixed Rate Account [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2018 | |
- TIAA-CREF Intelligent Life VUL ⇒ TIAA-CREF Life International Equity Fund [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2018 | |
- DeGette IRA ⇒ DFA Emerging Markets Core Equity [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2018 | ||
- DeGette IRA ⇒ DFA Global Real Estate Securities [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2018 | ||
- Spouse's Law Firm Retirement Accounts ⇒ Spouse's Profit-Sharing Account ⇒ Vanguard 500 Index Admiral [MF]Mutual Funds | $250,001 - $500,000 | SP | Tax-Deferred | 2017 | |
- Spouse's Law Firm Retirement Accounts ⇒ Spouse's Profit-Sharing Account ⇒ AM Funds EuroPacific Growth [MF]Mutual Funds | $100,001 - $250,000 | SP | Tax-Deferred | 2017 | |
- Spouse's Law Firm Retirement Accounts ⇒ Spouse's Profit-Sharing Account ⇒ Wells Fargo Stable Return Fund [MF]Mutual Funds | $100,001 - $250,000 | SP | Tax-Deferred | 2017 | |
- Spouse IRA ⇒ IShares Core S&P 500 Index [MF]Mutual Funds | $100,001 - $250,000 | SP | Tax-Deferred | 2017 | |
- Spouse's Law Firm Retirement Accounts ⇒ Spouse's Profit-Sharing Account ⇒ iShares Core S&P 500 Index [MF]Mutual Funds | $100,001 - $250,000 | SP | Tax-Deferred | 2017 | |
- Spouse IRA ⇒ iShares Core US Aggregate Bond EFT [MF]Mutual Funds | $100,001 - $250,000 | SP | Tax-Deferred | 2017 | |
- Spouse's Law Firm Retirement Accounts ⇒ Spouse's Profit-Sharing Account ⇒ iShares Core US Aggregate Bond EFT [MF]Mutual Funds | $100,001 - $250,000 | SP | Tax-Deferred | 2017 | |
- Spouse's Law Firm Retirement Accounts ⇒ Spouse's Profit-Sharing Account ⇒ Metropolitan West Total Return Bond I [MF]Mutual Funds | $100,001 - $250,000 | SP | Tax-Deferred | 2017 | |
- Spouse IRA ⇒ DFA International Core Equity [MF]Mutual Funds | $100,001 - $250,000 | SP | Tax-Deferred | 2017 | |
- Spouse's Law Firm Retirement Accounts ⇒ Spouse's Profit-Sharing Account ⇒ Artisan Mid Cap Value Investor [MF]Mutual Funds | $100,001 - $250,000 | SP | Tax-Deferred | 2017 | |
- Spouse IRA ⇒ DFA US Large Cap Value [MF]Mutual Funds | $50,001 - $100,000 | SP | Tax-Deferred | 2017 | |
- Spouse IRA ⇒ Vanguard Short-Term Investment Grade [MF]Mutual Funds | $50,001 - $100,000 | SP | Tax-Deferred | 2017 | |
- Spouse IRA ⇒ Vanguard Small Cap ETF [MF]Mutual Funds | $50,001 - $100,000 | SP | Tax-Deferred | 2017 | |
- Spouse's Law Firm Retirement Accounts ⇒ Spouse's Profit-Sharing Account ⇒ Vanguard Short-Term Investment Grade [MF]Mutual Funds | $50,001 - $100,000 | SP | Tax-Deferred | 2017 | |
- Spouse's Law Firm Retirement Accounts ⇒ Spouse's Profit-Sharing Account ⇒ Vanguard Small Cap ETF [MF]Mutual Funds | $50,001 - $100,000 | SP | Tax-Deferred | 2017 | |
- Spouse IRA ⇒ DFA Emerging Markets Core Equity [MF]Mutual Funds | $50,001 - $100,000 | SP | Tax-Deferred | 2017 | |
- Spouse's Law Firm Retirement Accounts ⇒ Spouse's Profit-Sharing Account ⇒ DFA International Core Equity [MF]Mutual Funds | $50,001 - $100,000 | SP | Tax-Deferred | 2017 | |
- Wells Fargo Bank West, N.A. [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | JT | $1 - $200 | Interest | 2017 |
- Spouse IRA ⇒ DFA International Small Co. [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2017 | |
- Spouse IRA ⇒ DFA Two-Year Global Fixed [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2017 | |
- Spouse IRA ⇒ DFA US Small Cap Value [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2017 | |
- Spouse IRA ⇒ Vanguard Inflation Protected Securities [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2017 | |
- Spouse's Law Firm Retirement Accounts ⇒ Spouse's Cash Balance Account ⇒ Dentons US LLP Cash Balance Plan [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2017 | |
- Spouse's Law Firm Retirement Accounts ⇒ Spouse's Profit-Sharing Account ⇒ Charles Schwab Bank [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | SP | Tax-Deferred | 2017 | |
- Spouse's Law Firm Retirement Accounts ⇒ Spouse's Profit-Sharing Account ⇒ DFA Emerging Markets Core Equity [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2017 | |
- Spouse's Law Firm Retirement Accounts ⇒ Spouse's Profit-Sharing Account ⇒ DFA Global Real Estate Securities [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2017 | |
- Spouse's Law Firm Retirement Accounts ⇒ Spouse's Profit-Sharing Account ⇒ DFA International Small Co. [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2017 | |
- Spouse's Law Firm Retirement Accounts ⇒ Spouse's Profit-Sharing Account ⇒ DFA Two-Year Global Fixed [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2017 | |
- Spouse's Law Firm Retirement Accounts ⇒ Spouse's Profit-Sharing Account ⇒ DFA US Large Cap Value [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2017 | |
- Spouse's Law Firm Retirement Accounts ⇒ Spouse's Profit-Sharing Account ⇒ DFA US Small Cap Value [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2017 | |
- Spouse's Law Firm Retirement Accounts ⇒ Spouse's Profit-Sharing Account ⇒ Vanguard Inflation Protected Securities [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2017 | |
- TIAA-CREF Intelligent Life VUL ⇒ DFA VA Global Bond Portfolio [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2017 | |
- Charles Schwab Bank [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | JT | $1 - $200 | Interest | 2017 |
- DeGette IRA ⇒ DFA US Core Equity 1 [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2017 | ||
- DeGette IRA ⇒ iShares Core US Aggregate Bond EFT [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2017 | ||
- Equity interest in Dentons US LLP [OL]Ownership Interest | $15,001 - $50,000 | SP | Partnership draw Not and distributions. Applicable | 2017 | |
- Spouse IRA ⇒ Charles Schwab Bank [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | SP | Tax-Deferred | 2017 | |
- Spouse IRA ⇒ DFA Global Real Estate Securities [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2017 | |
- TIAA-CREF Intelligent Life VUL ⇒ TIAA-CREF Life International Equity Fund [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2017 | |
- TIAA-CREF Intelligent Life VUL ⇒ TIAA-CREF Life Stock Index Fund [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2017 | |
- DeGette IRA ⇒ DFA US Targeted Value [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2017 | ||
- DeGette IRA ⇒ Charles Schwab Bank [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | Tax-Deferred | 2017 | ||
- DeGette IRA ⇒ DFA Emerging Markets Core Equity [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2017 | ||
- DeGette IRA ⇒ DFA International Core Equity [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2017 | ||
- DeGette IRA ⇒ DFA International Small Co. [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2017 | ||
- TIAA-CREF Intelligent Life VUL ⇒ DFA VA International Small Portfolio [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2017 | |
- TIAA-CREF Intelligent Life VUL ⇒ DFA VA International Value Portfolio [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2017 | |
- TIAA-CREF Intelligent Life VUL ⇒ DFA VA Short-Term Fixed Income [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2017 | |
- TIAA-CREF Intelligent Life VUL ⇒ DFA VA US Large Value Portfolio [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2017 | |
- TIAA-CREF Intelligent Life VUL ⇒ DFA VA US Targeted Value [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2017 | |
- TIAA-CREF Intelligent Life VUL ⇒ Templeton Developing Markets Securities Fund [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2017 | |
- TIAA-CREF Intelligent Life VUL ⇒ TIAA-CREF Fixed Rate Account [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2017 | |
- Spouse's Law Firm Retirement Accounts ⇒ Spouse's Profit-Sharing Account ⇒ Vanguard 500 Index Admiral | $250,001 - $500,000 | SP | Tax-Deferred | 2016 | |
- Spouse's Law Firm Retirement Accounts ⇒ Spouse's Profit-Sharing Account ⇒ Am Funds EuroPacific Growth | $100,001 - $250,000 | SP | Tax-Deferred | 2016 | |
- Spouse's Law Firm Retirement Accounts ⇒ Spouse's Profit-Sharing Account ⇒ Artisan mid Cap Value Investor | $100,001 - $250,000 | SP | Tax-Deferred | 2016 | |
- Spouse's Law Firm Retirement Accounts ⇒ Spouse's Profit-Sharing Account ⇒ DFA US Core Equity 1 | $100,001 - $250,000 | SP | Tax-Deferred | 2016 | |
- Spouse IRA ⇒ DFA International Core Equity | $100,001 - $250,000 | SP | Tax-Deferred | 2016 | |
- Spouse's Law Firm Retirement Accounts ⇒ Spouse's Profit-Sharing Account ⇒ metropolitan West Total Return Bond I | $100,001 - $250,000 | SP | Tax-Deferred | 2016 | |
- Spouse IRA ⇒ IShares Core S&P 500 Index | $100,001 - $250,000 | SP | Tax-Deferred | 2016 | |
- Spouse IRA ⇒ iShares Core US Aggregate Bond EFT | $100,001 - $250,000 | SP | Tax-Deferred | 2016 | |
- Spouse's Law Firm Retirement Accounts ⇒ Spouse's Profit-Sharing Account ⇒ iShares Core US Aggregate Bond EFT | $100,001 - $250,000 | SP | Tax-Deferred | 2016 | |
- Spouse's Law Firm Retirement Accounts ⇒ Spouse's Profit-Sharing Account ⇒ Wells Fargo Stable Return Fund | $100,001 - $250,000 | SP | Tax-Deferred | 2016 | |
- Spouse's Law Firm Retirement Accounts ⇒ Spouse's Profit-Sharing Account ⇒ Vanguard Short-Term Investment Grade | $50,001 - $100,000 | SP | Tax-Deferred | 2016 | |
- Spouse IRA ⇒ DFA US Large Cap Value | $50,001 - $100,000 | SP | Tax-Deferred | 2016 | |
- Spouse IRA ⇒ Vanguard Short-Term Investment Grade | $50,001 - $100,000 | SP | Tax-Deferred | 2016 | |
- Spouse IRA ⇒ Vanguard Small Cap ETF | $50,001 - $100,000 | SP | Tax-Deferred | 2016 | |
- Spouse's Law Firm Retirement Accounts ⇒ Spouse's Profit-Sharing Account ⇒ DFA International Core Equity | $50,001 - $100,000 | SP | Tax-Deferred | 2016 | |
- Spouse's Law Firm Retirement Accounts ⇒ Spouse's Profit-Sharing Account ⇒ DFA US Targeted Value | $50,001 - $100,000 | SP | Tax-Deferred | 2016 | |
- Equity interest in Dentons US LLP | $15,001 - $50,000 | SP | Partnership draw Not and distributions. Applicable | 2016 | |
- Spouse's Law Firm Retirement Accounts ⇒ Spouse's Profit-Sharing Account ⇒ DFA International Small Co. | $15,001 - $50,000 | SP | Tax-Deferred | 2016 | |
- Spouse's Law Firm Retirement Accounts ⇒ Spouse's Profit-Sharing Account ⇒ DFA Two-Year Global Fixed | $15,001 - $50,000 | SP | Tax-Deferred | 2016 | |
- Spouse's Law Firm Retirement Accounts ⇒ Spouse's Profit-Sharing Account ⇒ Charles Schwab Bank | $15,001 - $50,000 | SP | Tax-Deferred | 2016 | |
- Spouse IRA ⇒ Charles Schwab Bank | $15,001 - $50,000 | SP | Tax-Deferred | 2016 | |
- Spouse IRA ⇒ Vanguard Inflation Protected Securities | $15,001 - $50,000 | SP | Tax-Deferred | 2016 | |
- Spouse IRA ⇒ DFA US Small Cap Value | $15,001 - $50,000 | SP | Tax-Deferred | 2016 | |
- Spouse IRA ⇒ DFA Two-Year Global Fixed | $15,001 - $50,000 | SP | Tax-Deferred | 2016 | |
- Spouse's Law Firm Retirement Accounts ⇒ Spouse's Profit-Sharing Account ⇒ Vanguard Inflation Protected Securities | $15,001 - $50,000 | SP | Tax-Deferred | 2016 | |
- Spouse IRA ⇒ DFA Global Real Estate Securities | $15,001 - $50,000 | SP | Tax-Deferred | 2016 | |
- Spouse IRA ⇒ DFA International Small Co. | $15,001 - $50,000 | SP | Tax-Deferred | 2016 | |
- Wells Fargo Bank West, N.A. | $15,001 - $50,000 | JT | $1 - $200 | Interest | 2016 |
- Spouse IRA ⇒ DFA Emerging markets Core Equity | $15,001 - $50,000 | SP | Tax-Deferred | 2016 | |
- Spouse's Law Firm Retirement Accounts ⇒ Spouse's Profit-Sharing Account ⇒ DFA Emerging markets Core Equity | $15,001 - $50,000 | SP | Tax-Deferred | 2016 | |
- Spouse's Law Firm Retirement Accounts ⇒ Spouse's Profit-Sharing Account ⇒ DFA Global Real Estate Securities | $15,001 - $50,000 | SP | Tax-Deferred | 2016 | |
- TIAA-CREF Intelligent Life VUL ⇒ DFA VA US Large Value Portfolio | $1,001 - $15,000 | SP | Tax-Deferred | 2016 | |
- TIAA-CREF Intelligent Life VUL ⇒ DFA VA US Targeted Value | $1,001 - $15,000 | SP | Tax-Deferred | 2016 | |
- TIAA-CREF Intelligent Life VUL ⇒ Templeton Developing markets Securities Fund | $1,001 - $15,000 | SP | Tax-Deferred | 2016 | |
- TIAA-CREF Intelligent Life VUL ⇒ TIAA-CREF Fixed Rate Account | $1,001 - $15,000 | SP | Tax-Deferred | 2016 | |
- TIAA-CREF Intelligent Life VUL ⇒ TIAA-CREF Life International Equity Fund | $1,001 - $15,000 | SP | Tax-Deferred | 2016 | |
- TIAA-CREF Intelligent Life VUL ⇒ TIAA-CREF Life Stock Index Fund | $1,001 - $15,000 | SP | Tax-Deferred | 2016 | |
- DeGette IRA ⇒ iShares Core US Aggregate Bond Fund EFT | $1,001 - $15,000 | Tax-Deferred | 2016 | ||
- DeGette IRA ⇒ Vanguard Short-Term Investment Grade | $1,001 - $15,000 | Tax-Deferred | 2016 | ||
- Charles Schwab Bank | $1,001 - $15,000 | JT | $1 - $200 | Interest | 2016 |
- DeGette IRA ⇒ Charles Schwab Bank | $1,001 - $15,000 | Tax-Deferred | 2016 | ||
- DeGette IRA ⇒ DFA Emerging markets Core Equity | $1,001 - $15,000 | Tax-Deferred | 2016 | ||
- DeGette IRA ⇒ DFA International Core Equity | $1,001 - $15,000 | Tax-Deferred | 2016 | ||
- DeGette IRA ⇒ DFA International Small Co. | $1,001 - $15,000 | Tax-Deferred | 2016 | ||
- DeGette IRA ⇒ DFA Two-Year Global Fixed | $1,001 - $15,000 | Tax-Deferred | 2016 | ||
- DeGette IRA ⇒ DFA US Core Equity 1 | $1,001 - $15,000 | Tax-Deferred | 2016 | ||
- DeGette IRA ⇒ DFA US Targeted Value | $1,001 - $15,000 | Tax-Deferred | 2016 | ||
- TIAA-CREF Intelligent Life VUL ⇒ DFA VA Global Bond Portfolio | $1,001 - $15,000 | SP | Tax-Deferred | 2016 | |
- TIAA-CREF Intelligent Life VUL ⇒ DFA VA International Small Portfolio | $1,001 - $15,000 | SP | Tax-Deferred | 2016 | |
- TIAA-CREF Intelligent Life VUL ⇒ DFA VA International Value Portfolio | $1,001 - $15,000 | SP | Tax-Deferred | 2016 | |
- TIAA-CREF Intelligent Life VUL ⇒ DFA VA Short-Term Fixed Income | $1,001 - $15,000 | SP | Tax-Deferred | 2016 | |
- spouse's Law Firm Retirement Accounts ⇒ spouse's Cash sP Balance Account ⇒ mcKenna Long & Aldridge LLP Cash Balance Plan | $250,001 - $500,000 | Tax-Deferred | 2015 | ||
- spouse's Law Firm Retirement Accounts ⇒ spouse's sP Profit-sharing Account ⇒ ssgA s&P 500 Index Fund | $100,001 - $250,000 | Tax-Deferred | 2015 | ||
- spouse's Law Firm Retirement Accounts ⇒ spouse's 401K sP ⇒ DFA Us Core Equity 1 | $50,001 - $100,000 | Tax-Deferred | 2015 | ||
- spouse's Law Firm Retirement Accounts ⇒ spouse's sP Profit-sharing Account ⇒ Vanguard short-Term Investment Grade | $50,001 - $100,000 | Tax-Deferred | 2015 | ||
- spouse's Law Firm Retirement Accounts ⇒ spouse's sP Profit-sharing Account ⇒ BlackRock Treasury Trust Fund | $50,001 - $100,000 | Tax-Deferred | 2015 | ||
- spouse's Law Firm Retirement Accounts ⇒ spouse's 401K sP ⇒ BlackRock Treasury Trust Fund | $50,001 - $100,000 | Tax-Deferred | 2015 | ||
- spouse's Law Firm Retirement Accounts ⇒ spouse's sP Profit-sharing Account ⇒ PImCO Total Return | $50,001 - $100,000 | Tax-Deferred | 2015 | ||
- spouse's Law Firm Retirement Accounts ⇒ spouse's sP Profit-sharing Account ⇒ Am Funds EuroPacific Growth | $50,001 - $100,000 | Tax-Deferred | 2015 | ||
- spouse IRA ⇒ sP DFA Us Core Equity 1 | $50,001 - $100,000 | Tax-Deferred | 2015 | ||
- spouse's Law Firm Retirement Accounts ⇒ spouse's sP Profit-sharing Account ⇒ DFA Us Core Equity 1 | $50,001 - $100,000 | Tax-Deferred | 2015 | ||
- Equity interest in Dentons Us LLP sP | $50,001 - $100,000 | Partnership draw Not and distributions. Applicable | 2015 | ||
- spouse's Law Firm Retirement Accounts ⇒ spouse's 401K sP ⇒ PImCO Total Return | $50,001 - $100,000 | Tax-Deferred | 2015 | ||
- spouse's Law Firm Retirement Accounts ⇒ spouse's 401K sP ⇒ ssgA s&P 500 Index Fund | $50,001 - $100,000 | Tax-Deferred | 2015 | ||
- spouse's Law Firm Retirement Accounts ⇒ spouse's 401K sP ⇒ DFA selectively Hedged Global Fixed | $15,001 - $50,000 | Tax-Deferred | 2015 | ||
- spouse IRA ⇒ sP Charles schwab Bank | $15,001 - $50,000 | Tax-Deferred | 2015 | ||
- Wells Fargo Bank West, N.A. | $15,001 - $50,000 | JT | $1 - $200 | Interest | 2015 |
- spouse's Law Firm Retirement Accounts ⇒ spouse's sP Profit-sharing Account ⇒ DFA International Core Equity | $15,001 - $50,000 | Tax-Deferred | 2015 | ||
- spouse's Law Firm Retirement Accounts ⇒ spouse's sP Profit-sharing Account ⇒ DFA selectively Hedged Global Fixed | $15,001 - $50,000 | Tax-Deferred | 2015 | ||
- spouse's Law Firm Retirement Accounts ⇒ spouse's 401K sP ⇒ DFA Us Targeted Value | $15,001 - $50,000 | Tax-Deferred | 2015 | ||
- spouse's Law Firm Retirement Accounts ⇒ spouse's sP Profit-sharing Account ⇒ DFA Two-Year Global Fixed | $15,001 - $50,000 | Tax-Deferred | 2015 | ||
- spouse IRA ⇒ sP DFA selectively Hedged Global Fixed | $15,001 - $50,000 | Tax-Deferred | 2015 | ||
- spouse IRA ⇒ sP DFA Us Targeted Value | $15,001 - $50,000 | Tax-Deferred | 2015 | ||
- spouse's Law Firm Retirement Accounts ⇒ spouse's sP Profit-sharing Account ⇒ DFA Us Targeted Value | $15,001 - $50,000 | Tax-Deferred | 2015 | ||
- spouse's Law Firm Retirement Accounts ⇒ spouse's sP Profit-sharing Account ⇒ Gs small Cap Value | $15,001 - $50,000 | Tax-Deferred | 2015 | ||
- spouse IRA ⇒ sP DFA International Core Equity | $15,001 - $50,000 | Tax-Deferred | 2015 | ||
- spouse's Law Firm Retirement Accounts ⇒ spouse's 401K sP ⇒ Gs small Cap Value | $15,001 - $50,000 | Tax-Deferred Not Applicable | 2015 | ||
- spouse IRA ⇒ sP Vanguard short-Term Investment Grade | $15,001 - $50,000 | Tax-Deferred | 2015 | ||
- spouse's Law Firm Retirement Accounts ⇒ spouse's 401K sP ⇒ Am Funds EuroPacific Growth | $15,001 - $50,000 | Tax-Deferred | 2015 | ||
- spouse's Law Firm Retirement Accounts ⇒ spouse's 401K sP ⇒ DFA International Core Equity | $15,001 - $50,000 | Tax-Deferred | 2015 | ||
- spouse's Law Firm Retirement Accounts ⇒ spouse's sP Profit-sharing Account ⇒ ishares 1-3 Year Treasury Bond ETF | $1,001 - $15,000 | Tax-Deferred | 2015 | ||
- spouse's Law Firm Retirement Accounts ⇒ spouse's sP Profit-sharing Account ⇒ TD Ameritrade money market | $1,001 - $15,000 | Tax-Deferred | 2015 | ||
- Charles schwab Bank | $1,001 - $15,000 | JT | $1 - $200 | Interest | 2015 |
- DeGette IRA ⇒ Charles schwab Bank | $1,001 - $15,000 | Tax-Deferred | 2015 | ||
- DeGette IRA ⇒ DFA Emerging markets Core Equity | $1,001 - $15,000 | Tax-Deferred | 2015 | ||
- spouse IRA ⇒ sP DFA Us micro Cap | $1,001 - $15,000 | Tax-Deferred | 2015 | ||
- DeGette IRA ⇒ DFA International small Co. | $1,001 - $15,000 | Tax-Deferred | 2015 | ||
- DeGette IRA ⇒ DFA selectively Hedged Global Fixed | $1,001 - $15,000 | Tax-Deferred | 2015 | ||
- DeGette IRA ⇒ DFA Two-Year Global Fixed | $1,001 - $15,000 | Tax-Deferred | 2015 | ||
- DeGette IRA ⇒ DFA Us Core Equity 1 | $1,001 - $15,000 | Tax-Deferred | 2015 | ||
- DeGette IRA ⇒ DFA Us Targeted Value | $1,001 - $15,000 | Tax-Deferred | 2015 | ||
- TIAA-CREF Intelligent Life VUL ⇒ sP TIAA-CREF Life International Equity Fund | $1,001 - $15,000 | Tax-Deferred | 2015 | ||
- TIAA-CREF Intelligent Life VUL ⇒ sP TIAA-CREF Life stock Index Fund | $1,001 - $15,000 | Tax-Deferred | 2015 | ||
- spouse's Law Firm Retirement Accounts ⇒ spouse's 401K sP ⇒ ishares 1-3 Year Treasury Bond ETF | $1,001 - $15,000 | Tax-Deferred | 2015 | ||
- spouse IRA ⇒ sP DFA Emerging markets Core Equity | $1,001 - $15,000 | Tax-Deferred | 2015 | ||
- DeGette IRA ⇒ Vanguard short-Term Investment Grade | $1,001 - $15,000 | Tax-Deferred | 2015 | ||
- spouse IRA ⇒ sP DFA Global Real Estate securities | $1,001 - $15,000 | Tax-Deferred | 2015 | ||
- spouse IRA ⇒ sP DFA International small Co. | $1,001 - $15,000 | Tax-Deferred | 2015 | ||
- spouse IRA ⇒ sP DFA Two-Year Global Fixed | $1,001 - $15,000 | Tax-Deferred | 2015 | ||
- spouse's Law Firm Retirement Accounts ⇒ spouse's sP Profit-sharing Account ⇒ Vanguard Inflation Protected securities | $1,001 - $15,000 | Tax-Deferred | 2015 | ||
- TIAA-CREF Intelligent Life VUL ⇒ sP DFA VA Global Bond Portfolio | $1,001 - $15,000 | Tax-Deferred | 2015 | ||
- TIAA-CREF Intelligent Life VUL ⇒ sP DFA VA International small Portfolio | $1,001 - $15,000 | Tax-Deferred | 2015 | ||
- TIAA-CREF Intelligent Life VUL ⇒ sP DFA VA International Value Portfolio | $1,001 - $15,000 | Tax-Deferred | 2015 | ||
- TIAA-CREF Intelligent Life VUL ⇒ sP DFA VA short-Term Fixed Income | $1,001 - $15,000 | Tax-Deferred | 2015 | ||
- TIAA-CREF Intelligent Life VUL ⇒ sP DFA VA Us Large Value Portfolio | $1,001 - $15,000 | Tax-Deferred | 2015 | ||
- TIAA-CREF Intelligent Life VUL ⇒ sP DFA VA Us Targeted Value | $1,001 - $15,000 | Tax-Deferred | 2015 | ||
- TIAA-CREF Intelligent Life VUL ⇒ sP Templeton Developing markets securities Fund | $1,001 - $15,000 | Tax-Deferred | 2015 | ||
- TIAA-CREF Intelligent Life VUL ⇒ sP TIAA-CREF Fixed Rate Account | $1,001 - $15,000 | Tax-Deferred | 2015 | ||
- DeGette IRA ⇒ DFA International Core Equity | $1,001 - $15,000 | Tax-Deferred | 2015 | ||
- spouse IRA ⇒ sP ishares 1-3 Year Treasury Bond EFT | $1,001 - $15,000 | Tax-Deferred | 2015 | ||
- spouse IRA ⇒ sP Vanguard Inflation Protected securities | $1,001 - $15,000 | Tax-Deferred | 2015 | ||
- spouse's Law Firm Retirement Accounts ⇒ spouse's 401K sP ⇒ DFA Emerging markets Core Equity | $1,001 - $15,000 | Tax-Deferred | 2015 | ||
- spouse's Law Firm Retirement Accounts ⇒ spouse's 401K sP ⇒ DFA Global Real Estate securities | $1,001 - $15,000 | Tax-Deferred | 2015 | ||
- spouse's Law Firm Retirement Accounts ⇒ spouse's 401K sP ⇒ DFA International small Co. | $1,001 - $15,000 | Tax-Deferred | 2015 | ||
- spouse's Law Firm Retirement Accounts ⇒ spouse's 401K sP ⇒ DFA Two-Year Global Fixed | $1,001 - $15,000 | Tax-Deferred | 2015 | ||
- spouse's Law Firm Retirement Accounts ⇒ spouse's 401K sP ⇒ DFA Us micro Cap | $1,001 - $15,000 | Tax-Deferred | 2015 | ||
- spouse's Law Firm Retirement Accounts ⇒ spouse's 401K sP ⇒ TD Ameritrade money market | $1,001 - $15,000 | Tax-Deferred | 2015 | ||
- spouse's Law Firm Retirement Accounts ⇒ spouse's 401K sP ⇒ Vanguard Inflation Protected securities | $1,001 - $15,000 | Tax-Deferred | 2015 | ||
- spouse's Law Firm Retirement Accounts ⇒ spouse's 401K sP ⇒ Vanguard short-Term Investment Grade | $1,001 - $15,000 | Tax-Deferred | 2015 | ||
- spouse's Law Firm Retirement Accounts ⇒ spouse's sP Profit-sharing Account ⇒ DFA Emerging markets Core Equity | $1,001 - $15,000 | Tax-Deferred | 2015 | ||
- spouse's Law Firm Retirement Accounts ⇒ spouse's sP Profit-sharing Account ⇒ DFA Global Real Estate securities | $1,001 - $15,000 | Tax-Deferred | 2015 | ||
- spouse's Law Firm Retirement Accounts ⇒ spouse's sP Profit-sharing Account ⇒ DFA International small Co. | $1,001 - $15,000 | Tax-Deferred | 2015 | ||
- spouse's Law Firm Retirement Accounts ⇒ spouse's sP Profit-sharing Account ⇒ DFA Us micro Cap | $1,001 - $15,000 | Tax-Deferred | 2015 | ||
- Spouse's Law Firm Retirement Accounts ⇒ Spouse's Cash Balance Account ⇒ McKenna Long & Aldridge LLP Cash Balance Plan | $250,001 - $500,000 | SP | Tax-Deferred | 2014 | |
- TIAA-CREF Whole Life | $100,001 - $250,000 | SP | 2014 | ||
- Spouse's Law Firm Retirement Accounts ⇒ Spouse's Profit-Sharing Account ⇒ SSgA S&P 500 Index Fund | $100,001 - $250,000 | SP | Tax-Deferred Not Applicable | 2014 | |
- Spouse's Law Firm Retirement Accounts ⇒ Spouse's 401K ⇒ SSgA S&P 500 Index Fund | $50,001 - $100,000 | SP | Tax-Deferred | 2014 | |
- Spouse's Law Firm Retirement Accounts ⇒ Spouse's Profit-Sharing Account ⇒ BlackRock Treasury Trust Fund | $50,001 - $100,000 | SP | Tax-Deferred | 2014 | |
- Spouse IRA ⇒ DFA US Core Equity 1 | $50,001 - $100,000 | SP | Tax-Deferred | 2014 | |
- Spouse's Law Firm Retirement Accounts ⇒ Spouse's Profit-Sharing Account ⇒ DFA US Core Equity 1 | $50,001 - $100,000 | SP | Tax-Deferred | 2014 | |
- Spouse's Law Firm Retirement Accounts ⇒ Spouse's Profit-Sharing Account ⇒ Vanguard Short-Term Investment Grade | $50,001 - $100,000 | SP | Tax-Deferred | 2014 | |
- Spouse's Law Firm Retirement Accounts ⇒ Spouse's Profit-Sharing Account ⇒ AM Funds EuroPacific Growth | $50,001 - $100,000 | SP | Tax-Deferred | 2014 | |
- Spouse's Law Firm Retirement Accounts ⇒ Spouse's Profit-Sharing Account ⇒ PIMCO Total Return | $50,001 - $100,000 | SP | Tax-Deferred Not Applicable | 2014 | |
- Spouse's Law Firm Retirement Accounts ⇒ Spouse's 401K ⇒ DFA US Core Equity 1 | $50,001 - $100,000 | SP | Tax-Deferred | 2014 | |
- Schwab Government Money Fund | $50,001 - $100,000 | JT | $1 - $200 | Interest | 2014 |
- Spouse IRA ⇒ DFA US Targeted Value | $15,001 - $50,000 | SP | Tax-Deferred | 2014 | |
- Spouse IRA ⇒ Schwab Government Money Fund | $15,001 - $50,000 | SP | Tax-Deferred | 2014 | |
- Spouse IRA ⇒ Vanguard Short-Term Investment Grade | $15,001 - $50,000 | SP | Tax-Deferred | 2014 | |
- Spouse's Law Firm Retirement Accounts ⇒ Spouse's 401K ⇒ AM Funds EuroPacific Growth | $15,001 - $50,000 | SP | Tax-Deferred | 2014 | |
- Spouse's Law Firm Retirement Accounts ⇒ Spouse's 401K ⇒ BlackRock Treasury Trust Fund | $15,001 - $50,000 | SP | Tax-Deferred | 2014 | |
- Spouse's Law Firm Retirement Accounts ⇒ Spouse's 401K ⇒ DFA International Core Equity | $15,001 - $50,000 | SP | Tax-Deferred | 2014 | |
- Spouse's Law Firm Retirement Accounts ⇒ Spouse's 401K ⇒ DFA Selectively Hedged Global Fixed | $15,001 - $50,000 | SP | Tax-Deferred | 2014 | |
- Spouse's Law Firm Retirement Accounts ⇒ Spouse's 401K ⇒ GS Small Cap Value | $15,001 - $50,000 | SP | Tax-Deferred Not Applicable | 2014 | |
- Spouse's Law Firm Retirement Accounts ⇒ Spouse's Profit-Sharing Account ⇒ DFA Selectively Hedged Global Fixed | $15,001 - $50,000 | SP | Tax-Deferred | 2014 | |
- Spouse's Law Firm Retirement Accounts ⇒ Spouse's Profit-Sharing Account ⇒ DFA Two-Year Global Fixed | $15,001 - $50,000 | SP | Tax-Deferred | 2014 | |
- Spouse's Law Firm Retirement Accounts ⇒ Spouse's Profit-Sharing Account ⇒ DFA US Targeted Value | $15,001 - $50,000 | SP | Tax-Deferred | 2014 | |
- Spouse's Law Firm Retirement Accounts ⇒ Spouse's Profit-Sharing Account ⇒ GS Small Cap Value | $15,001 - $50,000 | SP | Tax-Deferred | 2014 | |
- Wells Fargo Bank West, N.A. | $15,001 - $50,000 | JT | $1 - $200 | Interest | 2014 |
- Spouse's Law Firm Retirement Accounts ⇒ Spouse's 401K ⇒ PIMCO Total Return | $15,001 - $50,000 | SP | Tax-Deferred | 2014 | |
- Spouse's Law Firm Retirement Accounts ⇒ Spouse's 401K ⇒ Vanguard Short-Term Investment Grade | $15,001 - $50,000 | SP | Tax-Deferred | 2014 | |
- Spouse's Law Firm Retirement Accounts ⇒ Spouse's Profit-Sharing Account ⇒ DFA Emerging Markets Core Equity | $15,001 - $50,000 | SP | Tax-Deferred | 2014 | |
- Spouse's Law Firm Retirement Accounts ⇒ Spouse's Profit-Sharing Account ⇒ DFA International Core Equity | $15,001 - $50,000 | SP | Tax-Deferred | 2014 | |
- Equity interest in McKenna Long & Aldridge LLP | $15,001 - $50,000 | SP | Partnership draw Not and distributions. Applicable | 2014 | |
- Spouse IRA ⇒ DFA International Core Equity | $15,001 - $50,000 | SP | Tax-Deferred | 2014 | |
- Spouse IRA ⇒ DFA Selectively Hedged Global Fixed | $15,001 - $50,000 | SP | Tax-Deferred | 2014 | |
- Spouse's Law Firm Retirement Accounts ⇒ Spouse's 401K ⇒ DFA US Targeted Value | $15,001 - $50,000 | SP | Tax-Deferred | 2014 | |
- DeGette IRA ⇒ DFA Selectively Hedged Global Fixed | $1,001 - $15,000 | Tax-Deferred | 2014 | ||
- DeGette IRA ⇒ DFA Two-Year Global Fixed | $1,001 - $15,000 | Tax-Deferred | 2014 | ||
- Spouse's Law Firm Retirement Accounts ⇒ Spouse's 401K ⇒ iShares 1-3 Year Treasury Bond ETF | $1,001 - $15,000 | SP | Tax-Deferred | 2014 | |
- Spouse's Law Firm Retirement Accounts ⇒ Spouse's 401K ⇒ DFA US Micro Cap | $1,001 - $15,000 | SP | Tax-Deferred | 2014 | |
- Spouse's Law Firm Retirement Accounts ⇒ Spouse's Profit-Sharing Account ⇒ DFA International Small Co. | $1,001 - $15,000 | SP | Tax-Deferred | 2014 | |
- Spouse's Law Firm Retirement Accounts ⇒ Spouse's 401K ⇒ TD Ameritrade Money Market | $1,001 - $15,000 | SP | Tax-Deferred | 2014 | |
- Spouse's Law Firm Retirement Accounts ⇒ Spouse's 401K ⇒ Vanguard Inflation Protected Securities | $1,001 - $15,000 | SP | Tax-Deferred | 2014 | |
- Spouse IRA ⇒ DFA International Small Co. | $1,001 - $15,000 | SP | Tax-Deferred | 2014 | |
- Spouse's Law Firm Retirement Accounts ⇒ Spouse's 401K ⇒ DFA Two-Year Global Fixed | $1,001 - $15,000 | SP | Tax-Deferred | 2014 | |
- Spouse's Law Firm Retirement Accounts ⇒ Spouse's 401K ⇒ DFA International Small Co. | $1,001 - $15,000 | SP | Tax-Deferred | 2014 | |
- Spouse's Law Firm Retirement Accounts ⇒ Spouse's 401K ⇒ DFA Global Real Estate Securities | $1,001 - $15,000 | SP | Tax-Deferred | 2014 | |
- Spouse IRA ⇒ iShares 1-3 Year Treasury Bond EFT | $1,001 - $15,000 | SP | Tax-Deferred | 2014 | |
- Spouse's Law Firm Retirement Accounts ⇒ Spouse's Profit-Sharing Account ⇒ DFA Global Real Estate Securities | $1,001 - $15,000 | SP | Tax-Deferred | 2014 | |
- Spouse IRA ⇒ DFA Two-Year Global Fixed | $1,001 - $15,000 | SP | Tax-Deferred | 2014 | |
- DeGette IRA ⇒ DFA US Core Equity 1 | $1,001 - $15,000 | Tax-Deferred | 2014 | ||
- DeGette IRA ⇒ DFA US Targeted Value | $1,001 - $15,000 | Tax-Deferred | 2014 | ||
- DeGette IRA ⇒ Schwab Government Money Fund | $1,001 - $15,000 | Tax-Deferred | 2014 | ||
- DeGette IRA ⇒ Vanguard Short-Term Investment Grade | $1,001 - $15,000 | Tax-Deferred | 2014 | ||
- Spouse IRA ⇒ Vanguard Inflation Protected Securities | $1,001 - $15,000 | SP | Tax-Deferred | 2014 | |
- Spouse's Law Firm Retirement Accounts ⇒ Spouse's 401K ⇒ DFA Emerging Markets Core Equity | $1,001 - $15,000 | SP | Tax-Deferred | 2014 | |
- Spouse IRA ⇒ DFA Emerging Markets Core Equity | $1,001 - $15,000 | SP | Tax-Deferred | 2014 | |
- Spouse's Law Firm Retirement Accounts ⇒ Spouse's Profit-Sharing Account ⇒ iShares 1-3 Year Treasury Bond ETF | $1,001 - $15,000 | SP | Tax-Deferred | 2014 | |
- Spouse's Law Firm Retirement Accounts ⇒ Spouse's Profit-Sharing Account ⇒ TD Ameritrade Money Market | $1,001 - $15,000 | SP | Tax-Deferred | 2014 | |
- Spouse's Law Firm Retirement Accounts ⇒ Spouse's Profit-Sharing Account ⇒ Vanguard Inflation Protected Securities | $1,001 - $15,000 | SP | Tax-Deferred | 2014 | |
- Spouse's Law Firm Retirement Accounts ⇒ Spouse's Profit-Sharing Account ⇒ DFA US Micro Cap | $1,001 - $15,000 | SP | Tax-Deferred | 2014 | |
- Spouse IRA ⇒ DFA Global Real Estate Securities | $1,001 - $15,000 | SP | Tax-Deferred | 2014 | |
- Spouse IRA ⇒ DFA US Micro Cap | $1,001 - $15,000 | SP | Tax-Deferred | 2014 | |
- DeGette IRA ⇒ DFA Emerging Markets Core Equity | $1,001 - $15,000 | Tax-Deferred | 2014 | ||
- DeGette IRA ⇒ DFA International Core Equity | $1,001 - $15,000 | Tax-Deferred | 2014 | ||
- DeGette IRA ⇒ DFA International Small Co. | $1,001 - $15,000 | Tax-Deferred | 2014 | ||
- Spouse's Law Firm Retirement Accounts ⇒ Spouse's Cash Balance Account ⇒ McKenna Long & Aldridge LLP Cash Balance Plan | $250,001 - $500,000 | SP | Dividends, Tax- Not Deferred Applicable | 2013 | |
- Spouse's Law Firm Retirement Accounts ⇒ Spouse's Profit-Sharing Account ⇒ SSgA S&P 500 Index Fund | $100,001 - $250,000 | SP | Tax-Deferred Not Applicable | 2013 | |
- Spouse's Law Firm Retirement Accounts ⇒ Spouse's Profit-Sharing Account ⇒ American Funds Balanced | $100,001 - $250,000 | SP | Tax-Deferred Not Applicable | 2013 | |
- Spouse's Law Firm Retirement Accounts ⇒ Spouse's 401K ⇒ SSgA S&P 500 Index Fund | $100,001 - $250,000 | SP | Tax-Deferred Not Applicable | 2013 | |
- Spouse's Law Firm Retirement Accounts ⇒ Spouse's 401K ⇒ AM Funds EuroPacific Growth | $100,001 - $250,000 | SP | Tax-Deferred Not Applicable | 2013 | |
- Spouse's Law Firm Retirement Accounts ⇒ Spouse's Profit-Sharing Account ⇒ AM Funds EuroPacific Growth | $100,001 - $250,000 | SP | Dividends, Tax- Not Deferred Applicable | 2013 | |
- Spouse's Law Firm Retirement Accounts ⇒ Spouse's 401K ⇒ PIMCO Total Return | $50,001 - $100,000 | SP | Tax-Deferred Not Applicable | 2013 | |
- Spouse's Law Firm Retirement Accounts ⇒ Spouse's 401K ⇒ American Funds Balanced | $50,001 - $100,000 | SP | Tax-Deferred Not Applicable | 2013 | |
- Spouse's Law Firm Retirement Accounts ⇒ Spouse's Profit-Sharing Account ⇒ GS Small Cap Value | $50,001 - $100,000 | SP | Dividends, Tax- Not Deferred Applicable | 2013 | |
- Spouse's Law Firm Retirement Accounts ⇒ Spouse's Profit-Sharing Account ⇒ ING Mid Cap Opportunities | $50,001 - $100,000 | SP | Dividends, Tax- Not Deferred Applicable | 2013 | |
- Spouse IRA ⇒ Fidelity Leveraged Co. Stock Fund | $50,001 - $100,000 | SP | Tax-Deferred Not Applicable | 2013 | |
- Spouse's Law Firm Retirement Accounts ⇒ Spouse's Profit-Sharing Account ⇒ PIMCO Total Return | $50,001 - $100,000 | SP | Tax-Deferred Not Applicable | 2013 | |
- Spouse IRA ⇒ Fidelity Independence Fund | $15,001 - $50,000 | SP | Tax-Deferred Not Applicable | 2013 | |
- Spouse IRA ⇒ Hennessy Cornerstone Mid-Cap 30 Fund | $15,001 - $50,000 | SP | Tax-Deferred Not Applicable | 2013 | |
- Spouse IRA ⇒ Fidelity New Millennium | $15,001 - $50,000 | SP | Tax-Deferred Not Applicable | 2013 | |
- Spouse IRA ⇒ Janus Enterprise Fund | $15,001 - $50,000 | SP | Tax-Deferred Not Applicable | 2013 | |
- Spouse IRA ⇒ Kinetics Paradigm Fund | $15,001 - $50,000 | SP | Tax-Deferred Not Applicable | 2013 | |
- DeGette IRA ⇒ Fidelity Leveraged Co. Stock Fund | $15,001 - $50,000 | Tax-Deferred Not Applicable | 2013 | ||
- DeGette IRA ⇒ Fidelity Growth Discovery Fund | $15,001 - $50,000 | Tax-Deferred Not Applicable | 2013 | ||
- Spouse's Law Firm Retirement Accounts ⇒ Spouse's 401K ⇒ Invesco Small Cap Growth | $15,001 - $50,000 | SP | Tax-Deferred Not Applicable | 2013 | |
- Spouse's Law Firm Retirement Accounts ⇒ Spouse's Profit-Sharing Account ⇒ Invesco Small Cap Growth | $15,001 - $50,000 | SP | Dividends, Tax- Not Deferred Applicable | 2013 | |
- Wells Fargo Bank West, N.A. | $15,001 - $50,000 | JT | $1 - $200 | Interest | 2013 |
- Spouse IRA ⇒ Baron Partners Fund | $15,001 - $50,000 | SP | Tax-Deferred Not Applicable | 2013 | |
- Spouse IRA ⇒ Federated Kaufmann Fund | $15,001 - $50,000 | SP | Tax-Deferred Not Applicable | 2013 | |
- Spouse's Law Firm Retirement Accounts ⇒ Spouse's 401K ⇒ GS Small Cap Value | $15,001 - $50,000 | SP | Tax-Deferred Not Applicable | 2013 | |
- Spouse's Law Firm Retirement Accounts ⇒ Spouse's 401K ⇒ ING Mid Cap Opportunities | $15,001 - $50,000 | SP | Tax-Deferred Not Applicable | 2013 | |
- Janus Global Select Fund | $1,001 - $15,000 | JT | $1 - $200 | Dividends | 2013 |
- Public Employees Retirement Ass'n | $1,001 - $15,000 | Tax-Deferred Not Applicable | 2013 | ||
- Spouse IRA ⇒ Fidelity Cash Reserves | $1,001 - $15,000 | SP | Tax-Deferred Not Applicable | 2013 | |
- Spouse IRA ⇒ Fidelity Contrafund | $1,001 - $15,000 | SP | Tax-Deferred Not Applicable | 2013 | |
- Spouse IRA ⇒ Fidelity Growth Discovery Fund | $1,001 - $15,000 | SP | Tax-Deferred Not Applicable | 2013 | |
- DeGette IRA ⇒ Fidelity Growth Strategies Fund | $1,001 - $15,000 | Tax-Deferred Not Applicable | 2013 | ||
- Spouse IRA ⇒ Marisco 21st Century Fund | $1,001 - $15,000 | SP | Tax-Deferred Not Applicable | 2013 | |
- DeGette IRA ⇒ Fidelity Cash Reserves | $1 - $1,000 | Tax-Deferred Not Applicable | 2013 |
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