—
Net Worth Est.
$2.83MTrade volume
$0Total trades
-----Last Traded
----Mutual Funds
$1.66M
Real Property
$750K
Exchange Traded Funds (ETF)
$391K
Other
$32.5K
Ticker | Amount | Owner | Income | Income Type | Filing Year |
|---|---|---|---|---|---|
![Real Estate ⇒ Rental Property in Santa Monica, CA [RP]](https://quiver-logos.s3.us-east-2.amazonaws.com/placeholder_white.png){kind=small} - Real Estate ⇒ Rental Property in Santa Monica, CA [RP]Real Property | $500,001 - $1,000,000 | $50,001 - $100,000 | Rent | 2023 | |
BOND Merrill Lynch ⇒ PIMCO Active Bond Exchange-Traded Fund Exchange- Traded Fund (BOND) [EF]Exchange Traded Funds (ETF) | $250,001 - $500,000 | $5,001 - $15,000 | Capital Gains, Dividends | 2023 | |
- Merrill Lynch ⇒ AMER FUNDS WASHINGTON MUTUAL INV FUND - WMFFX [MF]Mutual Funds | $100,001 - $250,000 | $5,001 - $15,000 | Capital Gains, Dividends | 2023 | |
HGOIX Merrill Lynch ⇒ The Hartford Growth Opportunities Fund Class I (HGOIX) [MF]Mutual Funds | $100,001 - $250,000 | 2023 | |||
- Merrill Lynch ⇒ MFS VALUE FD CL I - MEIIX [MF]Mutual Funds | $100,001 - $250,000 | $5,001 - $15,000 | Capital Gains, Dividends | 2023 | |
- Merrill Lynch ⇒ CAUSEWAY INTERNATIONAL - CIVIX [MF]Mutual Funds | $100,001 - $250,000 | $2,501 - $5,000 | Capital Gains, Dividends | 2023 | |
- Merrill Lynch ⇒ VANGUARD 500 INDEX FUND - VOO [MF]Mutual Funds | $50,001 - $100,000 | $201 - $1,000 | Dividends | 2023 | |
- Merrill Lynch ⇒ AMERICAN GROWTH FUND - GFFFX [MF]Mutual Funds | $50,001 - $100,000 | $5,001 - $15,000 | Capital Gains, Dividends | 2023 | |
MADCX Merrill Lynch ⇒ BlackRock Emerging Markets Fund Class I (MADCX) [MF]Mutual Funds | $50,001 - $100,000 | $1,001 - $2,500 | Dividends | 2023 | |
EIBLX Merrill Lynch ⇒ Eaton Vance Floating Rate Fund Insti Share (EIBLX) [MF]Mutual Funds | $50,001 - $100,000 | $5,001 - $15,000 | Dividends | 2023 | |
MRBIX Merrill Lynch ⇒ MFS Total Return Bond Fund Class I (MRBIX) [MF]Mutual Funds | $50,001 - $100,000 | $2,501 - $5,000 | Dividends | 2023 | |
- IRA ⇒ LORD ABBET SHORT - LDLFX [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2023 | ||
- IRA ⇒ MFS VALUE FD CL I - MEIIX [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2023 | ||
- IRA ⇒ SPDR PORTFOLIO AGGREGATE - SPAB [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2023 | ||
- IRA ⇒ VANGUARD 500 INDEX FUND - VOO [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2023 | ||
- IRA ⇒ EATON VANCE FLOATING - EIBLX [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2023 | ||
- IRA ⇒ CAUSEWAY INTERNATIONAL - CIVIX [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2023 | ||
- Other Securities ⇒ AIG Annuity - Fixed ⇒ American General Life Insurance [OT]Other | $15,001 - $50,000 | $1 - $200 | Interest | 2023 | |
- Merrill Lynch ⇒ GLENMEDE SMALL CAP - GTSCX [MF]Mutual Funds | $15,001 - $50,000 | $2,501 - $5,000 | Capital Gains, Dividends | 2023 | |
ODIYX Merrill Lynch ⇒ Invesco Discovery Fund Class Y (ODIYX) [MF]Mutual Funds | $15,001 - $50,000 | 2023 | |||
- Merrill Lynch ⇒ MFS INTERNATIONAL GROWTH - MQGIX [MF]Mutual Funds | $15,001 - $50,000 | $2,501 - $5,000 | Capital Gains, Dividends | 2023 | |
- IRA ⇒ AMERICAN BOND FD - ABNFX [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2023 | ||
- IRA ⇒ BLACKROCK INFLATION - BPRIX [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2023 | ||
- IRA ⇒ BLACKROCK EMERGING - MADCX [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2023 | ||
- IRA ⇒ AMERICAN GROWTH FUND - GFFFX [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2023 | ||
- IRA ⇒ AMER FUNDS WASHINGTON - WMFFX [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2023 | ||
- IRA ⇒ HARTFORD GROWTH - HGOIX [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2023 | ||
- IRA ⇒ MFS TOTAL RETURN BOND - MRBIX [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2023 | ||
- IRA ⇒ INVESTCO - ODIYX [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
MQGIX IRA ⇒ MFS International Growth Fund - Class I (MQGIX) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
- Merrill Lynch ⇒ VANGUARD FTSE DEVELOPED - VEA [MF]Mutual Funds | $1,001 - $15,000 | $201 - $1,000 | Dividends | 2023 | |
- IRA ⇒ GLENMEDE SMALL CAP - GTSCX [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
- Merrill Lynch ⇒ MAINSTAY MACKAY HIGH - MHYIX [MF]Mutual Funds | $1,001 - $15,000 | $201 - $1,000 | Dividends | 2023 | |
VUG Merrill Lynch ⇒ Vanguard Growth ETF (VUG) [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | $2,501 - $5,000 | Capital Gains, Dividends | 2023 | |
VB Merrill Lynch ⇒ Vanguard Small-Cap ETF (VB) [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | $1,001 - $2,500 | Capital Gains, Dividends | 2023 | |
- Merrill Lynch ⇒ COMCAST CORP NEW CL - CMCSA [MF]Mutual Funds | $1,001 - $15,000 | $1 - $200 | Dividends | 2023 | |
- IRA ⇒ MAINSTAY HIGH YIELD - MHYIX [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
- IRA ⇒ VANGUARD FTSE DEVELOPED - VEA [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
- Merrill Lynch ⇒ ISHARES INC CORE - IEMG [MF]Mutual Funds | None | $5,001 - $15,000 | Capital Gains | 2023 | |
- Merrill Lynch ⇒ LORD ABBETT SHORT FD CL I - LLDYX [MF]Mutual Funds | None | $2,501 - $5,000 | Capital Gains, Dividends | 2023 | |
- Merrill Lynch ⇒ BLACKROCK INFLATION - BPRIX [MF]Mutual Funds | None | $1,001 - $2,500 | Dividends | 2023 | |
- IRA ⇒ JOHN HANCOCK INTL GROWTH - GOGIX [MF]Mutual Funds | None | Tax-Deferred | 2023 | ||
- Merrill Lynch ⇒ AMERICAN BOND CL F2 - ABNFX [MF]Mutual Funds | None | $2,501 - $5,000 | Dividends | 2023 | |
- Real Estate ⇒ Rental Property in Santa Monica, CA [RP]Real Property | $500,001 - $1,000,000 | $15,001 - $50,000 | Rent | 2022 | |
- Merrill Lynch ⇒ PIMCO ACTIVE BOND - MADCX [MF]Mutual Funds | $100,001 - $250,000 | Capital Gains, Dividends | 2022 | ||
- Merrill Lynch ⇒ AMER FUNDS WASHINGTON MUTUAL INV FUND - WMFFX [MF]Mutual Funds | $100,001 - $250,000 | $15,001 - $50,000 | Capital Gains, Dividends | 2022 | |
- Merrill Lynch ⇒ LORD ABBETT SHORT FD CL I - LLDYX [MF]Mutual Funds | $100,001 - $250,000 | $2,501 - $5,000 | Capital Gains, Dividends | 2022 | |
- Merrill Lynch ⇒ MFS VALUE FD CL I - MEIIX [MF]Mutual Funds | $100,001 - $250,000 | $5,001 - $15,000 | Capital Gains, Dividends | 2022 | |
- Merrill Lynch ⇒ MFS INTERNATIONAL GROWTH - MQGIX [MF]Mutual Funds | $50,001 - $100,000 | $5,001 - $15,000 | Capital Gains, Dividends | 2022 | |
- Merrill Lynch ⇒ ISHARES INC CORE - IEMG [MF]Mutual Funds | $50,001 - $100,000 | $201 - $1,000 | Dividends | 2022 | |
- Merrill Lynch ⇒ VANGUARD S&P 500 GROWTH - VOOG [MF]Mutual Funds | $50,001 - $100,000 | $5,001 - $15,000 | Capital Gains, Dividends | 2022 | |
- Merrill Lynch ⇒ CAUSEWAY INTERNATIONAL - CIVIX [MF]Mutual Funds | $50,001 - $100,000 | $2,501 - $5,000 | Capital Gains, Dividends | 2022 | |
- Merrill Lynch ⇒ AMERICAN BOND CL F2 - ABNFX [MF]Mutual Funds | $50,001 - $100,000 | $1,001 - $2,500 | Dividends | 2022 | |
- Merrill Lynch ⇒ AMERICAN GROWTH FUND - GFFFX [MF]Mutual Funds | $50,001 - $100,000 | $15,001 - $50,000 | Capital Gains, Dividends | 2022 | |
- Merrill Lynch ⇒ BLACKROCK INFLATION - BPRIX [MF]Mutual Funds | $50,001 - $100,000 | $5,001 - $15,000 | Capital Gains, Dividends | 2022 | |
- Merrill Lynch ⇒ VANGUARD 500 INDEX FUND - VOO [MF]Mutual Funds | $50,001 - $100,000 | $5,001 - $15,000 | Capital Gains, Dividends | 2022 | |
- IRA ⇒ AMER FUNDS WASHINGTON - WMFFX [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2022 | ||
- IRA ⇒ AMERICAN BOND FD - ABNFX [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2022 | ||
- IRA ⇒ CAUSEWAY INTERNATIONAL - CIVIX [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2022 | ||
- IRA ⇒ EATON VANCE FLOATING - EIBLX [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2022 | ||
- IRA ⇒ HARTFORD GROWTH - HGOIX [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2022 | ||
- IRA ⇒ JOHN HANCOCK INTL GROWTH - GOGIX [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2022 | ||
- IRA ⇒ LORD ABBET SHORT - LDLFX [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2022 | ||
- IRA ⇒ MFS VALUE FD CL I - MEIIX [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2022 | ||
- IRA ⇒ SPDR PORTFOLIO AGGREGATE - SPAB [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2022 | ||
- IRA ⇒ VANGUARD 500 INDEX FUND - VOO [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2022 | ||
- Merrill Lynch ⇒ GLENMEDE SMALL CAP - GTSCX [MF]Mutual Funds | $15,001 - $50,000 | $1,001 - $2,500 | Capital Gains, Dividends | 2022 | |
- Merrill Lynch ⇒ MAINSTAY MACKAY HIGH - MHYIX [MF]Mutual Funds | $15,001 - $50,000 | $1,001 - $2,500 | Dividends | 2022 | |
- Other Securities ⇒ AIG Annuity - Fixed ⇒ American General Life Insurance [OT]Other | $15,001 - $50,000 | $1 - $200 | Interest | 2022 | |
- IRA ⇒ AMERICAN GROWTH FUND - GFFFX [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2022 | ||
- IRA ⇒ BLACKROCK EMERGING - MADCX [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2022 | ||
- IRA ⇒ BLACKROCK INFLATION - BPRIX [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2022 | ||
- IRA ⇒ VANGUARD FTSE DEVELOPED - VEA [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2022 | ||
- IRA ⇒ GLENMEDE SMALL CAP - GTSCX [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2022 | ||
- IRA ⇒ INVESTCO - ODIYX [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2022 | ||
- Merrill Lynch ⇒ COMCAST CORP NEW CL - CMCSA [MF]Mutual Funds | $1,001 - $15,000 | $1 - $200 | Dividends | 2022 | |
- IRA ⇒ MFS TOTAL RETURN BOND - MRBIX [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2022 | ||
- IRA ⇒ MAINSTAY HIGH YIELD - MHYIX [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2022 | ||
- Merrill Lynch ⇒ VANGUARD FTSE DEVELOPED - VEA [MF]Mutual Funds | $1,001 - $15,000 | Capital Gains, Dividends | 2022 | ||
- Merrill Lynch ⇒ T ROWE PRICE QM US SMALL - PRDSX [MF]Mutual Funds | None | $2,501 - $5,000 | Capital Gains | 2022 | |
- Merrill Lynch ⇒ JP MORGAN EMERGING - JEMSX [MF]Mutual Funds | None | $5,001 - $15,000 | Capital Gains | 2022 | |
- Merrill Lynch ⇒ LORD ABBETT SHORT FD CL F - LDLFX [MF]Mutual Funds | None | $201 - $1,000 | Dividends | 2022 | |
- Merrill Lynch ⇒ VANGUARD SMALL CAP - VSMAX [MF]Mutual Funds | None | $1,001 - $2,500 | Capital Gains, Dividends | 2022 | |
- Real Estate ⇒ Rental Property in Santa Monica, CA [RP]Real Property | $500,001 - $1,000,000 | $15,001 - $50,000 | Rent | 2021 | |
- Merrill Lynch ⇒ PIMCO LOW DURATION FD - PLDPX [MF]Mutual Funds | $100,001 - $250,000 | $201 - $1,000 | Dividends | 2021 | |
- Merrill Lynch ⇒ AMER FUNDS WASHINGTON MUTUAL INV FUND - WMFFX [MF]Mutual Funds | $100,001 - $250,000 | $15,001 - $50,000 | Capital Gains, Dividends | 2021 | |
- Merrill Lynch ⇒ AMERICAN GROWTH FUND - GFFFX [MF]Mutual Funds | $100,001 - $250,000 | $15,001 - $50,000 | Capital Gains, Dividends | 2021 | |
- Merrill Lynch ⇒ PIMCO TOTAL RETURN FUND - PTTPX [MF]Mutual Funds | $100,001 - $250,000 | $201 - $1,000 | Capital Gains, Dividends | 2021 | |
- Merrill Lynch ⇒ MFS VALUE FD CL I - MEIIX [MF]Mutual Funds | $100,001 - $250,000 | $5,001 - $15,000 | Capital Gains, Dividends | 2021 | |
- Merrill Lynch ⇒ HARTFORD GROWTH - HGOIX [MF]Mutual Funds | $100,001 - $250,000 | $15,001 - $50,000 | Capital Gains, Dividends | 2021 | |
- Merrill Lynch ⇒ MFS INTERNATIONAL GROWTH - MQGIX [MF]Mutual Funds | $100,001 - $250,000 | $5,001 - $15,000 | Dividends | 2021 | |
- Merrill Lynch ⇒ SPDR PORTFOLIO AGGREGATE - SPAB [MF]Mutual Funds | $50,001 - $100,000 | $1,001 - $2,500 | Dividends | 2021 | |
- Merrill Lynch ⇒ BLACKROCK INFLATION - BPRIX [MF]Mutual Funds | $50,001 - $100,000 | $2,501 - $5,000 | Dividends | 2021 | |
- Merrill Lynch ⇒ VANGUARD 500 INDEX FUND - VOO [MF]Mutual Funds | $50,001 - $100,000 | $201 - $1,000 | Dividends | 2021 | |
- Merrill Lynch ⇒ CAUSEWAY INTERNATIONAL - CIVIX [MF]Mutual Funds | $50,001 - $100,000 | $2,501 - $5,000 | Capital Gains, Dividends | 2021 | |
- Merrill Lynch ⇒ T ROWE PRICE QM US SMALL - PRDSX [MF]Mutual Funds | $50,001 - $100,000 | $5,001 - $15,000 | Dividends | 2021 | |
- Merrill Lynch ⇒ EATON VANCE FLOATING - EIBLX [MF]Mutual Funds | $50,001 - $100,000 | $2,501 - $5,000 | Dividends | 2021 | |
- IRA ⇒ AMER FUNDS WASHINGTON - WMFFX [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2021 | ||
- Merrill Lynch ⇒ JP MORGAN EMERGING - JEMSX [MF]Mutual Funds | $15,001 - $50,000 | $1,001 - $2,500 | Dividends | 2021 | |
- Merrill Lynch ⇒ MAINSTAY MACKAY HIGH - MHYIX [MF]Mutual Funds | $15,001 - $50,000 | $1,001 - $2,500 | Dividends | 2021 | |
- Merrill Lynch ⇒ MFS TOTAL RETURN BOND - MRBIX [MF]Mutual Funds | $15,001 - $50,000 | $201 - $1,000 | Dividends | 2021 | |
- Merrill Lynch ⇒ GLENMEDE SMALL CAP - GTSCX [MF]Mutual Funds | $15,001 - $50,000 | $5,001 - $15,000 | Capital Gains, Dividends | 2021 | |
- IRA ⇒ AMERICAN GROWTH FUND - GFFFX [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2021 | ||
- IRA ⇒ BLACKROCK INFLATION - BPRIX [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2021 | ||
- IRA ⇒ CAUSEWAY INTERNATIONAL - CIVIX [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2021 | ||
- IRA ⇒ EATON VANCE FLOATING - EIBLX [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2021 | ||
- IRA ⇒ GLENMEDE SMALL CAP - GTSCX [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2021 | ||
- IRA ⇒ HARTFORD GROWTH - HGOIX [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2021 | ||
- IRA ⇒ JOHN HANCOCK INTL GROWTH - GOGIX [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2021 | ||
- IRA ⇒ JP MORGAN EMERGING - JEMSX [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2021 | ||
- IRA ⇒ LORD ABBET SHORT - LDLFX [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2021 | ||
- IRA ⇒ MFS VALUE FD CL I - MEIIX [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2021 | ||
- IRA ⇒ PIMCO TOTAL RETURN FUND - PTTPX [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2021 | ||
- IRA ⇒ SPDR PORTFOLIO AGGREGATE - SPAB [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2021 | ||
- IRA ⇒ VANGUARD 500 INDEX FUND - VOO [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2021 | ||
- Merrill Lynch ⇒ VANGUARD FTSE DEVELOPED - VEA [MF]Mutual Funds | $15,001 - $50,000 | $201 - $1,000 | Dividends | 2021 | |
- Other Securities ⇒ AIG Annuity - Fixed ⇒ American General Life Insurance [OT]Other | $15,001 - $50,000 | $1 - $200 | Interest | 2021 | |
- IRA ⇒ INVESTCO - ODIYX [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2021 | ||
- IRA ⇒ MAINSTAY HIGH YIELD - MHYIX [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2021 | ||
- Merrill Lynch ⇒ COMCAST CORP NEW CL - CMCSA [MF]Mutual Funds | $1,001 - $15,000 | $1 - $200 | Dividends | 2021 | |
- IRA ⇒ VANGUARD FTSE DEVELOPED - VEA [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2021 | ||
- IRA ⇒ MFS TOTAL RETURN BOND - MRBIX [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2021 | ||
- Real Estate ⇒ 10 acres in Kern County [RP]Real Property | None | 2021 | |||
- IRA ⇒ PIMCO LOW DURATION FD - PLDPX [MF]Mutual Funds | None | Tax-Deferred | 2021 | ||
- IRA ⇒ MFS INTERNATIONAL GROWTH - MQGIX [MF]Mutual Funds | None | Tax-Deferred | 2021 | ||
- IRA ⇒ T ROWE PRICE QM US SMALL - PRDSX [MF]Mutual Funds | None | Tax-Deferred | 2021 | ||
- Real Estate ⇒ Santa Monica, California [RP]Real Property | $500,001 - $1,000,000 | $15,001 - $50,000 | Rent | 2020 | |
- Merrill Lynch ⇒ PIMCO TOTaL RETURN FUND [MF]Mutual Funds | $100,001 - $250,000 | $5,001 - $15,000 | Capital Gains, Dividends | 2020 | |
- Merrill Lynch ⇒ PIMCO LOW DURaTION FD [MF]Mutual Funds | $100,001 - $250,000 | $1,001 - $2,500 | Capital Gains, Dividends | 2020 | |
- Merrill Lynch ⇒ aMER FUNDS WaSHINGTON [MF]Mutual Funds | $100,001 - $250,000 | $2,501 - $5,000 | Capital Gains, Dividends | 2020 | |
- Merrill Lynch ⇒ HaRTFORD GROWTH [MF]Mutual Funds | $100,001 - $250,000 | $15,001 - $50,000 | Capital Gains, Dividends | 2020 | |
- Merrill Lynch ⇒ aMERICaN GROWTH FUND [MF]Mutual Funds | $100,001 - $250,000 | $2,501 - $5,000 | Capital Gains, Dividends | 2020 | |
- Merrill Lynch ⇒ MFS VaLUE FD CL I [MF]Mutual Funds | $100,001 - $250,000 | $2,501 - $5,000 | Capital Gains, Dividends | 2020 | |
- Merrill Lynch ⇒ SPDR PORTFOLIO aGGREGaTE [MF]Mutual Funds | $50,001 - $100,000 | $1,001 - $2,500 | Capital Gains, Dividends | 2020 | |
- Merrill Lynch ⇒ BLaCKROCK INFLaTION [MF]Mutual Funds | $50,001 - $100,000 | $1,001 - $2,500 | Capital Gains, Dividends | 2020 | |
- Merrill Lynch ⇒ CaUSEWaY INTERNaTIONaL [MF]Mutual Funds | $50,001 - $100,000 | $1,001 - $2,500 | Capital Gains, Dividends | 2020 | |
- Merrill Lynch ⇒ EaTON VaNCE FLOaTING [MF]Mutual Funds | $50,001 - $100,000 | $2,501 - $5,000 | Capital Gains, Dividends | 2020 | |
- Merrill Lynch ⇒ JP MORGaN EMERGING [MF]Mutual Funds | $50,001 - $100,000 | $1 - $200 | Capital Gains, Dividends | 2020 | |
- Merrill Lynch ⇒ MFS INTERNaTIONaL GROWTH [MF]Mutual Funds | $50,001 - $100,000 | $201 - $1,000 | Capital Gains, Dividends | 2020 | |
- Merrill Lynch ⇒ VaNGUaRD 500 INDEX FUND [MF]Mutual Funds | $50,001 - $100,000 | $201 - $1,000 | Capital Gains, Dividends | 2020 | |
- IRa ⇒ PIMCO TOTaL RETURN FUND [IH]IRA (Held in Cash) | $15,001 - $50,000 | $1,001 - $2,500 | Capital Gains, Dividends | 2020 | |
- Other Securities ⇒ aIG annuity - Fixed ⇒ american General Life Insurance [OT]Other | $15,001 - $50,000 | $1 - $200 | Interest | 2020 | |
- Merrill Lynch ⇒ VaNGUaRD FTSE DEVELOPED [MF]Mutual Funds | $15,001 - $50,000 | $201 - $1,000 | Capital Gains, Dividends | 2020 | |
- Merrill Lynch ⇒ T ROWE PRICE QM US SMaLL [MF]Mutual Funds | $15,001 - $50,000 | $1,001 - $2,500 | Capital Gains, Dividends | 2020 | |
- IRa ⇒ aMER FUNDS WaSHINGTON [IH]IRA (Held in Cash) | $15,001 - $50,000 | $5,001 - $15,000 | Capital Gains, Dividends | 2020 | |
- Merrill Lynch ⇒ MaINSTaY MaCKaY HIGH [MF]Mutual Funds | $15,001 - $50,000 | $1,001 - $2,500 | Capital Gains, Dividends | 2020 | |
- IRa ⇒ aMERICaN GROWTH FUND [IH]IRA (Held in Cash) | $15,001 - $50,000 | $2,501 - $5,000 | Capital Gains, Dividends | 2020 | |
- IRa ⇒ MFS INTERNaTIONaL GROWTH [IH]IRA (Held in Cash) | $15,001 - $50,000 | $1 - $200 | Capital Gains, Dividends | 2020 | |
- IRa ⇒ MFS VaLUE FD CL I [IH]IRA (Held in Cash) | $15,001 - $50,000 | $201 - $1,000 | Capital Gains, Dividends | 2020 | |
- IRa ⇒ PIMCO LOW DURaTION FD [IH]IRA (Held in Cash) | $15,001 - $50,000 | $201 - $1,000 | Capital Gains, Dividends | 2020 | |
- IRa ⇒ VaNGUaRD 500 INDEX FUND [IH]IRA (Held in Cash) | $15,001 - $50,000 | $201 - $1,000 | Capital Gains, Dividends | 2020 | |
- IRa ⇒ HaRTFORD GROWTH [IH]IRA (Held in Cash) | $15,001 - $50,000 | $5,001 - $15,000 | Capital Gains, Dividends | 2020 | |
- Merrill Lynch ⇒ MFS TOTaL RETURN BOND [MF]Mutual Funds | $15,001 - $50,000 | $201 - $1,000 | Capital Gains, Dividends | 2020 | |
- IRa ⇒ CaUSEWaY INTERNaTIONaL [IH]IRA (Held in Cash) | $15,001 - $50,000 | $201 - $1,000 | Capital Gains, Dividends | 2020 | |
- IRa ⇒ BLaCKROCK INFLaTION [IH]IRA (Held in Cash) | $15,001 - $50,000 | $201 - $1,000 | Capital Gains, Dividends | 2020 | |
- Merrill Lynch ⇒ GLENMEDE SMaLL CaP [MF]Mutual Funds | $15,001 - $50,000 | $1 - $200 | Capital Gains, Dividends | 2020 | |
- IRa ⇒ EaTON VaNCE FLOaTING [IH]IRA (Held in Cash) | $15,001 - $50,000 | $201 - $1,000 | Capital Gains, Dividends | 2020 | |
- IRa ⇒ T ROWE PRICE QM US SMaLL [IH]IRA (Held in Cash) | $1,001 - $15,000 | $1 - $200 | Capital Gains, Dividends | 2020 | |
- Merrill Lynch ⇒ COMCaST CORP NEW CL [MF]Mutual Funds | $1,001 - $15,000 | $1 - $200 | Dividends | 2020 | |
- IRa ⇒ VaNGUaRD FTSE DEVELOPED [IH]IRA (Held in Cash) | $1,001 - $15,000 | $1 - $200 | Capital Gains, Dividends | 2020 | |
- IRa ⇒ JP MORGaN EMERGING [IH]IRA (Held in Cash) | $1,001 - $15,000 | $201 - $1,000 | Capital Gains, Dividends | 2020 | |
- IRa ⇒ MaINSTaY HIGH YIELD [IH]IRA (Held in Cash) | $1,001 - $15,000 | $201 - $1,000 | Capital Gains, Dividends | 2020 | |
- IRa ⇒ GLENMEDE SMaLL CaP [IH]IRA (Held in Cash) | $1,001 - $15,000 | $201 - $1,000 | Capital Gains, Dividends | 2020 | |
- Merrill Lynch ⇒ aT&T [MF]Mutual Funds | $1,001 - $15,000 | $1 - $200 | Dividends | 2020 | |
- IRa ⇒ SPDR PORTFOLIO aGGREGaTE [IH]IRA (Held in Cash) | $1,001 - $15,000 | $201 - $1,000 | Capital Gains, Dividends | 2020 | |
- IRa ⇒ MFS TOTaL RETURN BOND [IH]IRA (Held in Cash) | $1,001 - $15,000 | $1 - $200 | Capital Gains, Dividends | 2020 | |
- Merrill Lynch ⇒ LUMEN TECHNOLOGIES (CENTURYLINK) [MF]Mutual Funds | $1 - $1,000 | $1 - $200 | Dividends | 2020 | |
- Merrill Lynch ⇒ VERIZON [MF]Mutual Funds | $1 - $1,000 | $1 - $200 | Dividends | 2020 | |
- Merrill Lynch ⇒ VODaFONE GROUP PLC SHS [MF]Mutual Funds | $1 - $1,000 | $1 - $200 | Dividends | 2020 | |
- Merrill Lynch ⇒ JaNUS HENDERSON SMaLL [MF]Mutual Funds | None | 2020 | |||
- Merrill Lynch ⇒ aMERICaN CENTURY HIGH [MF]Mutual Funds | None | 2020 | |||
- IRa ⇒ JaNUS HENDERSON SMaLL [IH]IRA (Held in Cash) | None | 2020 | |||
- Merrill Lynch ⇒ ISHaRES TR CORE MSCI EaF [MF]Mutual Funds | None | 2020 | |||
- Real Estate ⇒ 10 acres in Kern County [RP]Real Property | None | 2020 | |||
- Merrill Lynch ⇒ SPDR PORTFOLIO S&P 500 G [MF]Mutual Funds | None | 2020 | |||
- Merrill Lynch ⇒ PIMCO SHORT TERM FD [MF]Mutual Funds | None | $1 - $200 | Capital Gains, Dividends | 2020 | |
- Real Estate ⇒ Santa Monica, California [RP]Real Property | $500,001 - $1,000,000 | $15,001 - $50,000 | Rent | 2019 | |
- Merrill Lynch ⇒ aMERICaN GROWTH FUND [MF]Mutual Funds | $100,001 - $250,000 | $5,001 - $15,000 | Capital Gains, Dividends | 2019 | |
- Merrill Lynch ⇒ aMERICaN CENTURY HIGH [MF]Mutual Funds | $100,001 - $250,000 | $2,501 - $5,000 | Capital Gains, Dividends | 2019 | |
- Merrill Lynch ⇒ aMER FUNDS WaSHINGTON [MF]Mutual Funds | $100,001 - $250,000 | $15,001 - $50,000 | Capital Gains, Dividends | 2019 | |
- Merrill Lynch ⇒ PIMCO SHORT TERM FD [MF]Mutual Funds | $100,001 - $250,000 | $100,001 - $1,000,000 | Capital Gains, Dividends | 2019 | |
- Merrill Lynch ⇒ PIMCO LOW DURaTION FD [MF]Mutual Funds | $100,001 - $250,000 | $1 - $200 | Capital Gains, Dividends | 2019 | |
- Merrill Lynch ⇒ ISHaRES TR CORE MSCI EaF [MF]Mutual Funds | $100,001 - $250,000 | $2,501 - $5,000 | Capital Gains, Dividends | 2019 | |
- Merrill Lynch ⇒ BLaCKROCK INFLaTION [MF]Mutual Funds | $50,001 - $100,000 | $201 - $1,000 | Capital Gains, Dividends | 2019 | |
- Merrill Lynch ⇒ SPDR PORTFOLIO aGGREGaTE [MF]Mutual Funds | $50,001 - $100,000 | $1 - $200 | Capital Gains, Dividends | 2019 | |
- Merrill Lynch ⇒ MFS VaLUE FD CL I [MF]Mutual Funds | $15,001 - $50,000 | $2,501 - $5,000 | Capital Gains, Dividends | 2019 | |
- IRa ⇒ MFS INTERNaTIONaL GROWTH [IH]IRA (Held in Cash) | $15,001 - $50,000 | $201 - $1,000 | Capital Gains, Dividends | 2019 | |
- IRa ⇒ BLaCKROCK INFLaTION [IH]IRA (Held in Cash) | $15,001 - $50,000 | $201 - $1,000 | Capital Gains, Dividends | 2019 | |
- IRa ⇒ aMERICaN GROWTH FUND [IH]IRA (Held in Cash) | $15,001 - $50,000 | $1,001 - $2,500 | Capital Gains, Dividends | 2019 | |
- IRa ⇒ MFS VaLUE FD CL I [IH]IRA (Held in Cash) | $15,001 - $50,000 | $201 - $1,000 | Capital Gains, Dividends | 2019 | |
- IRa ⇒ PIMCO LOW DURaTION FD [IH]IRA (Held in Cash) | $15,001 - $50,000 | $201 - $1,000 | Capital Gains, Dividends | 2019 | |
- IRa ⇒ HaRTFORD GROWTH [IH]IRA (Held in Cash) | $15,001 - $50,000 | 2019 | |||
- IRa ⇒ aMER FUNDS WaSHINGTON [IH]IRA (Held in Cash) | $15,001 - $50,000 | $1,001 - $2,500 | Capital Gains, Dividends | 2019 | |
- Merrill Lynch ⇒ VaNGUaRD 500 INDEX FUND [MF]Mutual Funds | $15,001 - $50,000 | $1,001 - $2,500 | Capital Gains, Dividends | 2019 | |
- IRa ⇒ PIMCO TOTaL RETURN FUND [IH]IRA (Held in Cash) | $15,001 - $50,000 | $1,001 - $2,500 | Capital Gains, Dividends | 2019 | |
- IRa ⇒ EaTON VaNCE FLOaTING [IH]IRA (Held in Cash) | $15,001 - $50,000 | $201 - $1,000 | Capital Gains, Dividends | 2019 | |
- Other Securities ⇒ aIG annuity - Fixed ⇒ american General Life Insurance [OT]Other | $15,001 - $50,000 | $1 - $200 | Interest | 2019 | |
- Merrill Lynch ⇒ VaNGUaRD SMaLL CaP [MF]Mutual Funds | $15,001 - $50,000 | 2019 | |||
- Merrill Lynch ⇒ MaINSTaY MaCKaY HIGH [MF]Mutual Funds | $15,001 - $50,000 | $1 - $200 | Capital Gains, Dividends | 2019 | |
- IRa ⇒ JaNUS HENDERSON SMaLL [IH]IRA (Held in Cash) | $1,001 - $15,000 | $1 - $200 | Capital Gains, Dividends | 2019 | |
- Merrill Lynch ⇒ SPDR PORTFOLIO S&P 500 G [MF]Mutual Funds | $1,001 - $15,000 | $201 - $1,000 | Capital Gains, Dividends | 2019 | |
- IRa ⇒ JP MORGaN EMERGING [IH]IRA (Held in Cash) | $1,001 - $15,000 | $201 - $1,000 | Capital Gains, Dividends | 2019 | |
- IRa ⇒ MaINSTaY HIGH YIELD [IH]IRA (Held in Cash) | $1,001 - $15,000 | $201 - $1,000 | Capital Gains, Dividends | 2019 | |
- IRa ⇒ MFS TOTaL RETURN BOND [IH]IRA (Held in Cash) | $1,001 - $15,000 | $201 - $1,000 | Capital Gains, Dividends | 2019 | |
- IRa ⇒ VaNGUaRD 500 INDEX FUND [IH]IRA (Held in Cash) | $1,001 - $15,000 | $201 - $1,000 | Capital Gains, Dividends | 2019 | |
- IRa ⇒ VaNGUaRD FTSE DEVELOPED [IH]IRA (Held in Cash) | $1,001 - $15,000 | $201 - $1,000 | Capital Gains, Dividends | 2019 | |
- IRa ⇒ CaUSEWaY INTERNaTIONaL [IH]IRA (Held in Cash) | $1,001 - $15,000 | 2019 | |||
- IRa ⇒ T ROWE PRICE QM US SMaLL [IH]IRA (Held in Cash) | $1,001 - $15,000 | $1 - $200 | Capital Gains, Dividends | 2019 | |
- IRa ⇒ SPDR PORTFOLIO aGGREGaTE [IH]IRA (Held in Cash) | $1,001 - $15,000 | $201 - $1,000 | Capital Gains, Dividends | 2019 | |
- IRa ⇒ CD BEaL BK SSB [IH]IRA (Held in Cash) | None | $1 - $200 | Capital Gains, Dividends | 2019 | |
- IRa ⇒ PIMCO SHORT TERM FD [IH]IRA (Held in Cash) | None | Capital Gains, Dividends | 2019 | ||
- IRa ⇒ TRP QM SM CP GRW [IH]IRA (Held in Cash) | None | $1 - $200 | Capital Gains, Dividends | 2019 | |
- Merrill Lynch ⇒ CaUSEWaY INTERNaTIONaL [MF]Mutual Funds | None | $2,501 - $5,000 | Capital Gains, Dividends | 2019 | |
- Merrill Lynch ⇒ CD BEaL BK SSB [MF]Mutual Funds | None | $1 - $200 | Capital Gains, Dividends | 2019 | |
- Merrill Lynch ⇒ EaTON VaNCE FLOaTING [MF]Mutual Funds | None | $1 - $200 | Capital Gains, Dividends | 2019 | |
- Merrill Lynch ⇒ GLENMEDE SMaLL CaP [MF]Mutual Funds | None | $1 - $200 | Capital Gains, Dividends | 2019 | |
- Merrill Lynch ⇒ GOLDMaN SaCHS EFT TRUST [MF]Mutual Funds | None | $5,001 - $15,000 | Capital Gains, Dividends | 2019 | |
- Merrill Lynch ⇒ HaRTFORD GROWTH [MF]Mutual Funds | None | $2,501 - $5,000 | Capital Gains, Dividends | 2019 | |
- Merrill Lynch ⇒ JP MORGaN EMERGING [MF]Mutual Funds | None | $2,501 - $5,000 | Capital Gains, Dividends | 2019 | |
- Merrill Lynch ⇒ MFS INTERNaTIONaL GROWTH [MF]Mutual Funds | None | $1,001 - $2,500 | Capital Gains, Dividends | 2019 | |
- Merrill Lynch ⇒ T ROWE PRICE QM US SMaLL [MF]Mutual Funds | None | $1,001 - $2,500 | Capital Gains, Dividends | 2019 | |
- Merrill Lynch ⇒ VaNGUaRD FTSE DEVELOPED [MF]Mutual Funds | None | $1,001 - $2,500 | Capital Gains, Dividends | 2019 | |
- Real Estate ⇒ 10 acres in Kern County [RP]Real Property | None | 2019 | |||
- IRa ⇒ OPPENHEIMER INTERNaTL GROWTH DF CL Y [IH]IRA (Held in Cash) | None | 2019 | |||
- IRa ⇒ BR INF PTD BD FD INST CL [IH]IRA (Held in Cash) | None | 2019 | |||
- IRa ⇒ EV FLOaTING RaTE CL I [IH]IRA (Held in Cash) | None | 2019 | |||
- IRa ⇒ GLENMEDE SMaLL CaP [IH]IRA (Held in Cash) | None | 2019 | |||
- IRa ⇒ GOLDMaN SaCHS INTL SMaLL [IH]IRA (Held in Cash) | None | 2019 | |||
- Merrill Lynch ⇒ MFS TOTaL RETURN BOND [MF]Mutual Funds | None | 2019 | |||
- Real Estate ⇒ Santa Monica, California [MF]Mutual Funds | $500,001 - $1,000,000 | $15,001 - $50,000 | Rent | 2018 | |
- Merrill Lynch ⇒ aMERICaN GROWTH FUND [MF]Mutual Funds | $100,001 - $250,000 | $15,001 - $50,000 | Capital Gains, Dividends | 2018 | |
- Merrill Lynch ⇒ aMERICaN CENTURY HIGH [MF]Mutual Funds | $100,001 - $250,000 | $5,001 - $15,000 | Capital Gains, Dividends | 2018 | |
- Merrill Lynch ⇒ PIMCO SHORT TERM FD [MF]Mutual Funds | $100,001 - $250,000 | $1 - $200 | Capital Gains | 2018 | |
- Merrill Lynch ⇒ aMER FUNDS WaSHINGTON [MF]Mutual Funds | $100,001 - $250,000 | $15,001 - $50,000 | Capital Gains, Dividends | 2018 | |
- Merrill Lynch ⇒ ISHaRES TR CORE MSCI EaF [MF]Mutual Funds | $100,001 - $250,000 | Capital Gains, Dividends | 2018 | ||
- Merrill Lynch ⇒ PIMCO LOW DURaTION FD [MF]Mutual Funds | $100,001 - $250,000 | Capital Gains | 2018 | ||
- Merrill Lynch ⇒ SPDR PORTFOLIO aGGREGaTE [MF]Mutual Funds | $50,001 - $100,000 | Capital Gains | 2018 | ||
- Merrill Lynch ⇒ BLaCKROCK INFLaTION [MF]Mutual Funds | $50,001 - $100,000 | $1 - $200 | Dividends | 2018 | |
- IRa ⇒ OPPENHEIMER INTERNaTL GROWTH DF CL Y [MF]Mutual Funds | $15,001 - $50,000 | $201 - $1,000 | Capital Gains | 2018 | |
- IRa ⇒ PIMCO LOW DURaTION FD [MF]Mutual Funds | $15,001 - $50,000 | $201 - $1,000 | Capital Gains | 2018 | |
- IRa ⇒ PIMCO SHORT TERM FD [MF]Mutual Funds | $15,001 - $50,000 | Capital Gains | 2018 | ||
- Merrill Lynch ⇒ VaNGUaRD 500 INDEX FUND [MF]Mutual Funds | $15,001 - $50,000 | $2,501 - $5,000 | Capital Gains, Dividends | 2018 | |
- IRa ⇒ CaUSEWaY INTERNaTIONaL [MF]Mutual Funds | $15,001 - $50,000 | $201 - $1,000 | Capital Gains | 2018 | |
- Merrill Lynch ⇒ VaNGUaRD SMaLL CaP [MF]Mutual Funds | $15,001 - $50,000 | Capital Gains, Dividends | 2018 | ||
- Other Securities ⇒ Hartford annuity - Fixed [MF]Mutual Funds | $15,001 - $50,000 | $1 - $200 | Interest | 2018 | |
- IRa ⇒ EaTON VaNCE FLOaTING [MF]Mutual Funds | $15,001 - $50,000 | $1,001 - $2,500 | Capital Gains | 2018 | |
- IRa ⇒ aMER FUNDS WaSHINGTON [MF]Mutual Funds | $15,001 - $50,000 | $5,001 - $15,000 | Capital Gains | 2018 | |
- IRa ⇒ BLaCKROCK INFLaTION [MF]Mutual Funds | $15,001 - $50,000 | $201 - $1,000 | Capital Gains | 2018 | |
- IRa ⇒ aMERICaN GROWTH FUND [MF]Mutual Funds | $15,001 - $50,000 | $5,001 - $15,000 | Capital Gains | 2018 | |
- Merrill Lynch ⇒ MaINSTaY MaCKaY HIGH [MF]Mutual Funds | $15,001 - $50,000 | Dividends | 2018 | ||
- Merrill Lynch ⇒ MFS VaLUE FD CL I [MF]Mutual Funds | $15,001 - $50,000 | $1,001 - $2,500 | Capital Gains, Dividends | 2018 | |
- Merrill Lynch ⇒ SPDR PORTFOLIO S&P 500 G [MF]Mutual Funds | $1,001 - $15,000 | Capital Gains, Dividends | 2018 | ||
- IRa ⇒ VaNGUaRD 500 INDEX FUND [MF]Mutual Funds | $1,001 - $15,000 | $201 - $1,000 | Capital Gains | 2018 | |
- IRa ⇒ VaNGUaRD FTSE DEVELOPED [MF]Mutual Funds | $1,001 - $15,000 | $201 - $1,000 | Capital Gains | 2018 | |
- IRa ⇒ MFS VaLUE FD CL I [MF]Mutual Funds | $1,001 - $15,000 | $201 - $1,000 | Capital Gains | 2018 | |
- IRa ⇒ GLENMEDE SMaLL CaP [MF]Mutual Funds | $1,001 - $15,000 | $1 - $200 | Capital Gains | 2018 | |
- Other Securities ⇒ Comcast Corporation - Class a [MF]Mutual Funds | $1,001 - $15,000 | $1 - $200 | Dividends | 2018 | |
- Other Securities ⇒ aT&T Inc. [MF]Mutual Funds | $1,001 - $15,000 | $1 - $200 | Dividends | 2018 | |
- IRa ⇒ GOLDMaN SaCHS INTL SMaLL [MF]Mutual Funds | $1,001 - $15,000 | $1 - $200 | Capital Gains | 2018 | |
- IRa ⇒ HaRTFORD GROWTH [MF]Mutual Funds | $1,001 - $15,000 | $1 - $200 | Capital Gains | 2018 | |
- IRa ⇒ SPDR PORTFOLIO aGGREGaTE [MF]Mutual Funds | $1,001 - $15,000 | $201 - $1,000 | Capital Gains | 2018 | |
- IRa ⇒ T ROWE PRICE QM US SMaLL [MF]Mutual Funds | $1,001 - $15,000 | Capital Gains | 2018 | ||
- IRa ⇒ MaINSTaY HIGH YIELD [MF]Mutual Funds | $1,001 - $15,000 | $201 - $1,000 | Capital Gains | 2018 | |
- Other Securities ⇒ Verizon Communications Inc. [MF]Mutual Funds | $1 - $1,000 | $1 - $200 | Dividends | 2018 | |
- Other Securities ⇒ Vodafone Group Plc Ordinary Shares [MF]Mutual Funds | $1 - $1,000 | $1 - $200 | Dividends | 2018 | |
- Merrill Lynch ⇒ FRaNKLIN Ca INTERM TERM [MF]Mutual Funds | None | Dividends | 2018 | ||
- IRa ⇒ BR INF PTD BD FD INST CL [MF]Mutual Funds | None | Capital Gains | 2018 | ||
- IRa ⇒ FRaNKLIN SM-MID CaP GR [MF]Mutual Funds | None | $201 - $1,000 | Capital Gains | 2018 | |
- IRa ⇒ OPPENHEIMER INTERNaTIONaL BOND FD Y [MF]Mutual Funds | None | Capital Gains | 2018 | ||
- IRa ⇒ PIMCO TOTaL RETURN FUND [MF]Mutual Funds | None | Capital Gains | 2018 | ||
- IRa ⇒ THE OaKMaRK INTL SMaLL [MF]Mutual Funds | None | $201 - $1,000 | Capital Gains | 2018 | |
- IRa ⇒ THORNBURG INTERNaTIONaL [MF]Mutual Funds | None | Capital Gains | 2018 | ||
- IRa ⇒ TRP QM SM CP GRW [MF]Mutual Funds | None | Capital Gains | 2018 | ||
- Merrill Lynch ⇒ aRTISaN INTERNaTIONaL [MF]Mutual Funds | None | $201 - $1,000 | Capital Gains, Dividends | 2018 | |
- Merrill Lynch ⇒ CaUSEWaY INTERNaTIONaL [MF]Mutual Funds | None | Capital Gains | 2018 | ||
- Merrill Lynch ⇒ FRaNKLIN CaLIFORNIa TaX [MF]Mutual Funds | None | $201 - $1,000 | Capital Gains, Dividends | 2018 | |
- Merrill Lynch ⇒ FRaNKLIN SM-MID CaP GR [MF]Mutual Funds | None | $2,501 - $5,000 | Capital Gains | 2018 | |
- Merrill Lynch ⇒ GLENMEDE SMaLL CaP [MF]Mutual Funds | None | Capital Gains, Dividends | 2018 | ||
- Merrill Lynch ⇒ OPPENHEIMER INTERNaTL [MF]Mutual Funds | None | $2,501 - $5,000 | Capital Gains, Dividends | 2018 | |
- Merrill Lynch ⇒ T ROWE PRICE QM US SMaLL [MF]Mutual Funds | None | Capital Gains | 2018 | ||
- Merrill Lynch ⇒ THORNBURG INTERNaTIONaL [MF]Mutual Funds | None | Capital Gains | 2018 | ||
- Merrill Lynch ⇒ VaNGUaRD FTSE DEVELOPED [MF]Mutual Funds | None | $201 - $1,000 | Capital Gains | 2018 | |
- Real Estate ⇒ 10 acres in Kern County [MF]Mutual Funds | None | 2018 | |||
- IRa ⇒ MFS TOTaL RETURN BOND [MF]Mutual Funds | None | Capital Gains | 2018 | ||
- Merrill Lynch ⇒ HaRTFORD GROWTH [MF]Mutual Funds | None | Capital Gains | 2018 | ||
- Merrill Lynch ⇒ EaTON VaNCE FLOaTING [MF]Mutual Funds | None | Capital Gains | 2018 | ||
- Real Estate ⇒ Santa Monica, California [RP]Real Property | $500,001 - $1,000,000 | $15,001 - $50,000 | Rent | 2017 | |
- Merrill Lynch ⇒ FRaNKLIN CaLIFORNIa TaX [MF]Mutual Funds | $100,001 - $250,000 | $5,001 - $15,000 | Capital Gains, Dividends | 2017 | |
- Merrill Lynch ⇒ aMERICaN GROWTH FUND [MF]Mutual Funds | $100,001 - $250,000 | $15,001 - $50,000 | Capital Gains, Dividends | 2017 | |
- Merrill Lynch ⇒ aMERICaN CENTURY HIGH [MF]Mutual Funds | $100,001 - $250,000 | $2,501 - $5,000 | Capital Gains, Dividends | 2017 | |
- Merrill Lynch ⇒ aMER FUNDS WaSHINGTON [MF]Mutual Funds | $100,001 - $250,000 | $15,001 - $50,000 | Capital Gains, Dividends | 2017 | |
- Merrill Lynch ⇒ FRaNKLIN Ca INTERM TERM [MF]Mutual Funds | $100,001 - $250,000 | $5,001 - $15,000 | Capital Gains, Dividends | 2017 | |
- Merrill Lynch ⇒ THORNBURG INTERNaTIONaL [MF]Mutual Funds | $50,001 - $100,000 | $5,001 - $15,000 | Capital Gains, Dividends | 2017 | |
- Merrill Lynch ⇒ OPPENHEIMER INTERNaTL [MF]Mutual Funds | $50,001 - $100,000 | $2,501 - $5,000 | Capital Gains, Dividends | 2017 | |
- Merrill Lynch ⇒ VaNGUaRD 500 INDEX FUND [MF]Mutual Funds | $50,001 - $100,000 | $1,001 - $2,500 | Capital Gains, Dividends | 2017 | |
- Merrill Lynch ⇒ VaNGUaRD FTSE DEVELOPED [MF]Mutual Funds | $15,001 - $50,000 | $1,001 - $2,500 | Capital Gains, Dividends | 2017 | |
- IRa ⇒ BLaCKROCK INFLaTION [IH]IRA (Held in Cash) | $15,001 - $50,000 | $201 - $1,000 | Dividends | 2017 | |
- IRa ⇒ EaTON VaNCE FLOaTING [IH]IRA (Held in Cash) | $15,001 - $50,000 | $201 - $1,000 | Dividends | 2017 | |
- IRa ⇒ MFS TOTaL RETURN BOND [IH]IRA (Held in Cash) | $15,001 - $50,000 | $201 - $1,000 | Dividends | 2017 | |
- IRa ⇒ OPPENHEIMER INTERNaTL GROWTH FD CL Y [IH]IRA (Held in Cash) | $15,001 - $50,000 | $201 - $1,000 | Dividends | 2017 | |
- IRa ⇒ PIMCO LOW DURaTION FD [IH]IRA (Held in Cash) | $15,001 - $50,000 | $201 - $1,000 | Dividends | 2017 | |
- IRa ⇒ PIMCO TOTaL RETURN FUND [IH]IRA (Held in Cash) | $15,001 - $50,000 | $201 - $1,000 | Dividends | 2017 | |
- IRa ⇒ THORNBURG INTERNaTIONaL [IH]IRA (Held in Cash) | $15,001 - $50,000 | $1 - $200 | Dividends | 2017 | |
- Merrill Lynch ⇒ aRTISaN INTERNaTIONaL [MF]Mutual Funds | $15,001 - $50,000 | $5,001 - $15,000 | Capital Gains, Dividends | 2017 | |
- Merrill Lynch ⇒ FRaNKLIN SM-MID CaP GR [MF]Mutual Funds | $15,001 - $50,000 | $1,001 - $2,500 | Capital Gains | 2017 | |
- Merrill Lynch ⇒ GLENMEDE SMaLL CaP [MF]Mutual Funds | $15,001 - $50,000 | $5,001 - $15,000 | Capital Gains, Dividends | 2017 | |
- Merrill Lynch ⇒ MFS VaLUE FD CL I [MF]Mutual Funds | $15,001 - $50,000 | $5,001 - $15,000 | Capital Gains, Dividends | 2017 | |
- IRa ⇒ aMERICaN GROWTH FUND [IH]IRA (Held in Cash) | $15,001 - $50,000 | $5,001 - $15,000 | Capital Gains, Dividends | 2017 | |
- Other Securities ⇒ Hartford annuity - Fixed [OT]Other | $15,001 - $50,000 | $1 - $200 | Interest | 2017 | |
- IRa ⇒ aMER FUNDS WaSHINGTON [IH]IRA (Held in Cash) | $15,001 - $50,000 | $2,501 - $5,000 | Capital Gains, Dividends | 2017 | |
- IRa ⇒ VaNGUaRD 500 INDEX FUND [IH]IRA (Held in Cash) | $1,001 - $15,000 | $201 - $1,000 | Dividends | 2017 | |
- IRa ⇒ THE OaKMaRK INTL SMaLL [IH]IRA (Held in Cash) | $1,001 - $15,000 | $1 - $200 | Dividends | 2017 | |
- Real Estate ⇒ 10 acres in Kern County [RE]Real Estate | $1,001 - $15,000 | 2017 | |||
- IRa ⇒ MFS VaLUE FD CL I [IH]IRA (Held in Cash) | $1,001 - $15,000 | $1,001 - $2,500 | Capital Gains, Dividends | 2017 | |
- IRa ⇒ SPDR PORTFOLIO aGGREGaTE [IH]IRA (Held in Cash) | $1,001 - $15,000 | $201 - $1,000 | Dividends | 2017 | |
- IRa ⇒ MaINSTaY HIGH YIELD [IH]IRA (Held in Cash) | $1,001 - $15,000 | $201 - $1,000 | Dividends | 2017 | |
- IRa ⇒ GLENMEDE SMaLL CaP [IH]IRA (Held in Cash) | $1,001 - $15,000 | $1,001 - $2,500 | Dividends | 2017 | |
- IRa ⇒ FRaNKLIN SM-MID CaP GR [IH]IRA (Held in Cash) | $1,001 - $15,000 | $1 - $200 | Capital Gains | 2017 | |
- Other Securities ⇒ aT&T Inc. [OT]Other | $1,001 - $15,000 | $1 - $200 | Dividends | 2017 | |
- IRa ⇒ OPPENHEIMER INTERNaTIONaL BOND FD Y [IH]IRA (Held in Cash) | $1,001 - $15,000 | $201 - $1,000 | Dividends | 2017 | |
- Other Securities ⇒ Comcast Corporation - Class a [OT]Other | $1,001 - $15,000 | $1 - $200 | Dividends | 2017 | |
- IRa ⇒ VaNGUaRD FTSE DEVELOPED [IH]IRA (Held in Cash) | $1,001 - $15,000 | $201 - $1,000 | Dividends | 2017 | |
- Other Securities ⇒ Verizon Communications, Inc. [OT]Other | $1 - $1,000 | $1 - $200 | Dividends | 2017 | |
- Other Securities ⇒ Centurylink, Inc. [OT]Other | $1 - $1,000 | $1 - $200 | Dividends | 2017 | |
- Other Securities ⇒ Vodafone Group Plc Ordinary Shares [OT]Other | $1 - $1,000 | $1 - $200 | Dividends | 2017 | |
- Merrill Lynch ⇒ SPDR BLMBRG BaRCLaYS [MF]Mutual Funds | None | $201 - $1,000 | Capital Gains | 2017 | |
- Merrill Lynch ⇒ MaINSTaY LaRGE CaP [MF]Mutual Funds | None | $5,001 - $15,000 | Capital Gains | 2017 | |
- IRa ⇒ HaRTFORD GROWTH [IH]IRA (Held in Cash) | None | Capital Gains, Dividends | 2017 | ||
- Real Estate ⇒ Santa Monica, California | $500,001 - $1,000,000 | $15,001 - $50,000 | Rent | 2016 | |
- Merrill Lynch ⇒ SPDR Blumberg Barclays | $250,001 - $500,000 | $201 - $1,000 | Dividends | 2016 | |
- Merrill Lynch ⇒ american Growth Fund | $100,001 - $250,000 | $15,001 - $50,000 | Capital Gains, Dividends | 2016 | |
- Merrill Lynch ⇒ american Century Hi Yld | $100,001 - $250,000 | $2,501 - $5,000 | Capital Gains, Dividends | 2016 | |
- Merrill Lynch ⇒ amer Funds Washington | $100,001 - $250,000 | $15,001 - $50,000 | Capital Gains, Dividends | 2016 | |
- Merrill Lynch ⇒ Oppenheimer Int'l Growth | $50,001 - $100,000 | $1,001 - $2,500 | Capital Gains, Dividends | 2016 | |
- Merrill Lynch ⇒ Mainstay Large Cap | $50,001 - $100,000 | $15,001 - $50,000 | Capital Gains, Dividends | 2016 | |
- Merrill Lynch ⇒ MFS Value Fund Cl I | $50,001 - $100,000 | $5,001 - $15,000 | Capital Gains, Dividends | 2016 | |
- Merrill Lynch ⇒ Vanguard 500 Index Fund | $50,001 - $100,000 | $1,001 - $2,500 | Capital Gains, Dividends | 2016 | |
- IRa ⇒ Hartford Growth | $15,001 - $50,000 | $201 - $1,000 | Capital Gains, Dividends | 2016 | |
- IRa ⇒ Pimco Low Duration | $15,001 - $50,000 | $201 - $1,000 | Dividends | 2016 | |
- Other Securities ⇒ aIG annuity - Fixed | $15,001 - $50,000 | $1 - $200 | Interest | 2016 | |
- Merrill Lynch ⇒ Thornburg International | $15,001 - $50,000 | $201 - $1,000 | Dividends | 2016 | |
- Merrill Lynch ⇒ artisan International | $15,001 - $50,000 | $1,001 - $2,500 | Capital Gains, Dividends | 2016 | |
- IRa ⇒ amer Funds Washington | $15,001 - $50,000 | $1,001 - $2,500 | Capital Gains, Dividends | 2016 | |
- IRa ⇒ american Growth Fund | $15,001 - $50,000 | $2,501 - $5,000 | Capital Gains, Dividends | 2016 | |
- IRa ⇒ MFS Value Fund Cl I | $15,001 - $50,000 | $201 - $1,000 | Capital Gains, Dividends | 2016 | |
- IRa ⇒ Pimco Total Return Fund | $15,001 - $50,000 | $201 - $1,000 | Dividends | 2016 | |
- Merrill Lynch ⇒ Vanguard FTSE Developed Markets | $15,001 - $50,000 | $1,001 - $2,500 | Dividends | 2016 | |
- Merrill Lynch ⇒ Glenmede Small Cap | $15,001 - $50,000 | $201 - $1,000 | Capital Gains, Dividends | 2016 | |
- Merrill Lynch ⇒ Cash and Money accounts | $1,001 - $15,000 | 2016 | |||
- IRa ⇒ Thornburg International | $1,001 - $15,000 | $1 - $200 | Dividends | 2016 | |
- IRa ⇒ Vanguard 500 Index Fund | $1,001 - $15,000 | $201 - $1,000 | Dividends | 2016 | |
- IRa ⇒ Vanguard FTSE Developed Markets | $1,001 - $15,000 | $201 - $1,000 | Dividends | 2016 | |
- IRa ⇒ The Oakmark Int'l Small Fund | $1,001 - $15,000 | $201 - $1,000 | Dividends | 2016 | |
- Merrill Lynch ⇒ Franklin Sm-Mid Cap Gr | $1,001 - $15,000 | $201 - $1,000 | Capital Gains, Dividends | 2016 | |
- IRa ⇒ Franklin Sm-Mid Cap Gr | $1,001 - $15,000 | $1 - $200 | Capital Gains, Dividends | 2016 | |
- IRa ⇒ Glenmede Small Cap | $1,001 - $15,000 | $1 - $200 | Dividends | 2016 | |
- IRa ⇒ Loomis Sayles Inflation Fund | $1,001 - $15,000 | $1 - $200 | Dividends | 2016 | |
- IRa ⇒ Mainstay High Yield | $1,001 - $15,000 | $201 - $1,000 | Dividends | 2016 | |
- IRa ⇒ MFS Total Return Bond | $1,001 - $15,000 | $201 - $1,000 | Dividends | 2016 | |
- IRa ⇒ Oppenheimer Int'l Bond Fund | $1,001 - $15,000 | $1 - $200 | Dividends | 2016 | |
- IRa ⇒ Oppenheimer Int'l Growth | $1,001 - $15,000 | $1 - $200 | Dividends | 2016 | |
- IRa ⇒ SPDR Blumberg Barclays | $1,001 - $15,000 | $201 - $1,000 | Dividends | 2016 | |
T Other Securities ⇒ aT&T Inc. (T) | $1,001 - $15,000 | $1 - $200 | Dividends | 2016 | |
CMCSa Other Securities ⇒ Comcast Corporation - Class a (CMCSa) | $1,001 - $15,000 | $1 - $200 | Dividends | 2016 | |
- Other Securities ⇒ Hartford annuity - Fixed | $1,001 - $15,000 | $1 - $200 | Interest | 2016 | |
- Real Estate ⇒ 10 acres in Kern County | $1,001 - $15,000 | 2016 | |||
- IRa ⇒ Eaton Vance Floating | $1,001 - $15,000 | $201 - $1,000 | Dividends | 2016 | |
VZ Other Securities ⇒ Verizon Communications Inc. (VZ) | $1 - $1,000 | $1 - $200 | Dividends | 2016 | |
CTL Other Securities ⇒ CenturyLink, Inc. (CTL) | $1 - $1,000 | $1 - $200 | Dividends | 2016 | |
VODPD Other Securities ⇒ Vodafone Group Plc Ordinary Shares (VODPD) | $1 - $1,000 | $1 - $200 | Dividends | 2016 | |
- IRa ⇒ Victory Large Cap Growth | None | 2016 | |||
- Merrill Lynch ⇒ Invesco Int'l Growth | None | 2016 | |||
- Merrill Lynch ⇒ Cambiar Small Cap Fund | None | 2016 | |||
- IRa ⇒ Franklin Small Cap Value | None | 2016 | |||
- Merrill Lynch ⇒ Franklin California Tax Free | None | $5,001 - $15,000 | Dividends | 2016 | |
- Real Estate ⇒ Santa Monica, California | $500,001 - $1,000,000 | $15,001 - $50,000 | Rent | 2015 | |
- Merrill Lynch ⇒ Franklin California Tax Free | $250,001 - $500,000 | $5,001 - $15,000 | Capital Gains, Dividends | 2015 | |
- Merrill Lynch ⇒ american Growth Fund | $100,001 - $250,000 | $15,001 - $50,000 | Capital Gains, Dividends | 2015 | |
- Merrill Lynch ⇒ Mainstay Large Cap | $100,001 - $250,000 | $15,001 - $50,000 | Capital Gains, Dividends | 2015 | |
- Merrill Lynch ⇒ amer Funds Washington | $100,001 - $250,000 | $15,001 - $50,000 | Capital Gains, Dividends | 2015 | |
- Merrill Lynch ⇒ MFS Value Fund Cl I | $50,001 - $100,000 | $5,001 - $15,000 | Capital Gains, Dividends | 2015 | |
- Merrill Lynch ⇒ Invesco Int'l Growth | $50,001 - $100,000 | $5,001 - $15,000 | Capital Gains, Dividends | 2015 | |
- Merrill Lynch ⇒ american Century Hi Yld | $50,001 - $100,000 | $2,501 - $5,000 | Capital Gains, Dividends | 2015 | |
- Merrill Lynch ⇒ artisan International | $15,001 - $50,000 | $1,001 - $2,500 | Capital Gains, Dividends | 2015 | |
- IRa ⇒ Pimco Total Return Fund | $15,001 - $50,000 | $201 - $1,000 | Dividends | 2015 | |
- IRa ⇒ Hartford Growth | $15,001 - $50,000 | $201 - $1,000 | Capital Gains, Dividends | 2015 | |
- IRa ⇒ Pimco Low Duration | $15,001 - $50,000 | $201 - $1,000 | Dividends | 2015 | |
- IRa ⇒ Eaton Vance Floating | $15,001 - $50,000 | $201 - $1,000 | Dividends | 2015 | |
- IRa ⇒ american Growth Fund | $15,001 - $50,000 | $2,501 - $5,000 | Capital Gains, Dividends | 2015 | |
- IRa ⇒ amer Funds Washington | $15,001 - $50,000 | $1,001 - $2,500 | Capital Gains, Dividends | 2015 | |
- Merrill Lynch ⇒ Vanguard FTSE Developed Markets | $15,001 - $50,000 | 2015 | |||
- Other Securities ⇒ aIG annuity - Fixed | $15,001 - $50,000 | $1 - $200 | Interest | 2015 | |
- Merrill Lynch ⇒ Franklin Sm-Mid Cap Gr | $15,001 - $50,000 | $1,001 - $2,500 | Capital Gains, Dividends | 2015 | |
- IRa ⇒ Victory Large Cap Growth | $15,001 - $50,000 | $2,501 - $5,000 | Capital Gains, Dividends | 2015 | |
- IRa ⇒ Franklin Small Cap Value | $1,001 - $15,000 | 2015 | |||
- IRa ⇒ Mainstay High Yield | $1,001 - $15,000 | $201 - $1,000 | Dividends | 2015 | |
- IRa ⇒ MFS Total Return Bond | $1,001 - $15,000 | $201 - $1,000 | Dividends | 2015 | |
- IRa ⇒ MFS Value Fund Cl I | $1,001 - $15,000 | $201 - $1,000 | Dividends | 2015 | |
- IRa ⇒ Oppenheimer Int'l Bond Fund | $1,001 - $15,000 | $1 - $200 | Dividends | 2015 | |
- IRa ⇒ Oppenheimer Int'l Growth | $1,001 - $15,000 | $1 - $200 | Dividends | 2015 | |
- IRa ⇒ The Oakmark Int'l Small Fund | $1,001 - $15,000 | $201 - $1,000 | Dividends | 2015 | |
- IRa ⇒ Thornburg International | $1,001 - $15,000 | $1,001 - $2,500 | Capital Gains, Dividends | 2015 | |
- Merrill Lynch ⇒ Cambiar Small Cap Fund | $1,001 - $15,000 | $1,001 - $2,500 | Capital Gains, Dividends | 2015 | |
- Merrill Lynch ⇒ Cash and Money accounts | $1,001 - $15,000 | 2015 | |||
T Other Securities ⇒ aT&T Inc. (T) | $1,001 - $15,000 | $1 - $200 | Dividends | 2015 | |
CMCSa Other Securities ⇒ Comcast Corporation - Class a (CMCSa) | $1,001 - $15,000 | $1 - $200 | Dividends | 2015 | |
- Other Securities ⇒ Hartford annuity - Fixed | $1,001 - $15,000 | $1 - $200 | Interest | 2015 | |
- Real Estate ⇒ 10 acres in Kern County | $1,001 - $15,000 | 2015 | |||
- IRa ⇒ Franklin Sm-Mid Cap Gr | $1,001 - $15,000 | $1 - $200 | Capital Gains, Dividends | 2015 | |
CTL Other Securities ⇒ CenturyLink, Inc. (CTL) | $1 - $1,000 | $1 - $200 | Dividends | 2015 | |
VZ Other Securities ⇒ Verizon Communications Inc. (VZ) | $1 - $1,000 | $1 - $200 | Dividends | 2015 | |
VODPD Other Securities ⇒ Vodafone Group Plc Ordinary Shares (VODPD) | $1 - $1,000 | $1 - $200 | Dividends | 2015 | |
- Merrill Lynch ⇒ Oppenheimer Int'l Growth | None | Capital Gains | 2015 | ||
- Merrill Lynch ⇒ Thornburg International | None | $5,001 - $15,000 | Capital Gains, Dividends | 2015 | |
- Merrill Lynch ⇒ Pimco Ca Short Duration | None | $1 - $200 | Capital Gains, Dividends | 2015 | |
- Real Estate ⇒ Santa Monica, California | $500,001 - $1,000,000 | $15,001 - $50,000 | Rent | 2014 | |
- Merrill Lynch ⇒ amer Funds Washington | $250,001 - $500,000 | $15,001 - $50,000 | Capital Gains, Dividends | 2014 | |
- Merrill Lynch ⇒ Pimco Ca Short Duration | $100,001 - $250,000 | $1,001 - $2,500 | Dividends | 2014 | |
- Merrill Lynch ⇒ Franklin California Tax Free | $100,001 - $250,000 | $5,001 - $15,000 | Capital Gains, Dividends | 2014 | |
- Merrill Lynch ⇒ Mainstay Large Cap | $100,001 - $250,000 | $15,001 - $50,000 | Capital Gains, Dividends | 2014 | |
- Merrill Lynch ⇒ american Growth Fund | $100,001 - $250,000 | $15,001 - $50,000 | Capital Gains, Dividends | 2014 | |
- Merrill Lynch ⇒ MFS Value Fund Cl I | $50,001 - $100,000 | $2,501 - $5,000 | Capital Gains, Dividends | 2014 | |
- Merrill Lynch ⇒ american Century Hi Yld | $50,001 - $100,000 | $1 - $200 | Capital Gains | 2014 | |
- Merrill Lynch ⇒ Invesco Int'l Growth | $50,001 - $100,000 | 2014 | |||
- Merrill Lynch ⇒ Thornburg International | $50,001 - $100,000 | $5,001 - $15,000 | Capital Gains, Dividends | 2014 | |
- IRa ⇒ MFS Value Fund Cl I | $15,001 - $50,000 | $201 - $1,000 | Capital Gains, Dividends | 2014 | |
- IRa ⇒ Pimco Low Duration | $15,001 - $50,000 | $201 - $1,000 | Capital Gains, Dividends | 2014 | |
- IRa ⇒ american Growth Fund | $15,001 - $50,000 | $5,001 - $15,000 | Capital Gains, Dividends | 2014 | |
- IRa ⇒ amer Funds Washington | $15,001 - $50,000 | $2,501 - $5,000 | Capital Gains, Dividends | 2014 | |
- IRa ⇒ Victory Large Cap Growth | $15,001 - $50,000 | $2,501 - $5,000 | Capital Gains, Dividends | 2014 | |
- Merrill Lynch ⇒ artisan International | $15,001 - $50,000 | $5,001 - $15,000 | Capital Gains, Dividends | 2014 | |
- Merrill Lynch ⇒ Franklin Sm-Mid Cap Gr | $15,001 - $50,000 | $5,001 - $15,000 | Capital Gains, Dividends | 2014 | |
- Other Securities ⇒ aIG annuity - Fixed | $15,001 - $50,000 | $1 - $200 | Interest | 2014 | |
- Real Estate ⇒ 10 acres in Kern County | $1,001 - $15,000 | 2014 | |||
- IRa ⇒ Eaton Vance Floating | $1,001 - $15,000 | $201 - $1,000 | Dividends | 2014 | |
- IRa ⇒ Franklin Small Cap Value | $1,001 - $15,000 | $201 - $1,000 | Dividends | 2014 | |
- IRa ⇒ Franklin Sm-Mid Cap Gr | $1,001 - $15,000 | $201 - $1,000 | Capital Gains, Dividends | 2014 | |
- IRa ⇒ Mainstay High Yield | $1,001 - $15,000 | $201 - $1,000 | Dividends | 2014 | |
- IRa ⇒ MFS Research Bond Fund | $1,001 - $15,000 | $201 - $1,000 | Capital Gains, Dividends | 2014 | |
T Other Securities ⇒ aT&T Inc. (T) | $1,001 - $15,000 | $1 - $200 | Dividends | 2014 | |
CMCSa Other Securities ⇒ Comcast Corporation - Class a (CMCSa) | $1,001 - $15,000 | $1 - $200 | Dividends | 2014 | |
- Other Securities ⇒ Hartford annuity - Fixed | $1,001 - $15,000 | $1 - $200 | Interest | 2014 | |
- IRa ⇒ Oppenheimer Int'l Bond Fund | $1,001 - $15,000 | $201 - $1,000 | Dividends | 2014 | |
- IRa ⇒ Oppenheimer Int'l Growth | $1,001 - $15,000 | 2014 | |||
- IRa ⇒ Pimco Total Return Fund | $1,001 - $15,000 | $201 - $1,000 | Capital Gains, Dividends | 2014 | |
- IRa ⇒ The Oakmark Int'l Small Fund | $1,001 - $15,000 | $201 - $1,000 | Capital Gains, Dividends | 2014 | |
- IRa ⇒ Thornburg International | $1,001 - $15,000 | $1,001 - $2,500 | Capital Gains, Dividends | 2014 | |
- Merrill Lynch ⇒ Cambiar Small Cap Fund | $1,001 - $15,000 | $1,001 - $2,500 | Capital Gains, Dividends | 2014 | |
- Merrill Lynch ⇒ Cash and Money accounts | $1,001 - $15,000 | 2014 | |||
VODPD Other Securities ⇒ Vodafone Group Plc Ordinary Shares (VODPD) | $1 - $1,000 | $201 - $1,000 | Dividends | 2014 | |
VZ Other Securities ⇒ Verizon Communications Inc. (VZ) | $1 - $1,000 | $1 - $200 | Dividends | 2014 | |
CTL Other Securities ⇒ CenturyLink, Inc. (CTL) | $1 - $1,000 | $1 - $200 | Dividends | 2014 | |
- Merrill Lynch ⇒ Oppenheimer Int'l Growth | None | 2014 | |||
- IRa ⇒ Cambiar Small Cap Fund | None | $201 - $1,000 | Capital Gains | 2014 | |
- IRa ⇒ artisan International | None | $1,001 - $2,500 | Capital Gains | 2014 | |
- Real Estate ⇒ Santa Monica, California | $500,001 - $1,000,000 | $15,001 - $50,000 | Rent | 2013 | |
- Merrill Lynch ⇒ amer Funds Washington | $250,001 - $500,000 | $15,001 - $50,000 | Capital Gains, Dividends | 2013 | |
- Merrill Lynch ⇒ Mainstay Large Cap | $100,001 - $250,000 | $5,001 - $15,000 | Capital Gains, Dividends | 2013 | |
- Merrill Lynch ⇒ american Growth Fund | $100,001 - $250,000 | $15,001 - $50,000 | Capital Gains, Dividends | 2013 | |
- Merrill Lynch ⇒ Franklin California Tax Free | $100,001 - $250,000 | $5,001 - $15,000 | Capital Gains, Dividends | 2013 | |
- Merrill Lynch ⇒ Pimco Ca Short Duration | $100,001 - $250,000 | $201 - $1,000 | Dividends | 2013 | |
- Merrill Lynch ⇒ Thornburg International | $100,001 - $250,000 | $1,001 - $2,500 | Capital Gains, Dividends | 2013 | |
- Merrill Lynch ⇒ artisan International | $50,001 - $100,000 | $5,001 - $15,000 | Capital Gains, Dividends | 2013 | |
- Merrill Lynch ⇒ american Century | $50,001 - $100,000 | $1,001 - $2,500 | Dividends | 2013 | |
- IRa ⇒ Victory Large Cap Growth | $15,001 - $50,000 | $5,001 - $15,000 | Capital Gains, Dividends | 2013 | |
- IRa ⇒ amer Funds Washington | $15,001 - $50,000 | $201 - $1,000 | Dividends | 2013 | |
- IRa ⇒ Thornburg International | $15,001 - $50,000 | $2,501 - $5,000 | Capital Gains, Dividends | 2013 | |
- Other Securities ⇒ aIG annuity - Fixed | $15,001 - $50,000 | $1 - $200 | Interest | 2013 | |
- IRa ⇒ Pimco Low Duration | $15,001 - $50,000 | $1,001 - $2,500 | Dividends | 2013 | |
- Merrill Lynch ⇒ Franklin Sm-Mid Cap Gr | $15,001 - $50,000 | $2,501 - $5,000 | Capital Gains, Dividends | 2013 | |
- Merrill Lynch ⇒ MFS Value Fund Cl I | $15,001 - $50,000 | $1,001 - $2,500 | Capital Gains, Dividends | 2013 | |
- IRa ⇒ american Growth Fund | $15,001 - $50,000 | $201 - $1,000 | Dividends | 2013 | |
- IRa ⇒ artisan International | $1,001 - $15,000 | $1,001 - $2,500 | Capital Gains, Dividends | 2013 | |
- Merrill Lynch ⇒ Cambiar Small Cap Fund | $1,001 - $15,000 | $2,501 - $5,000 | Capital Gains, Dividends | 2013 | |
- Merrill Lynch ⇒ Cash and Money accounts | $1,001 - $15,000 | 2013 | |||
T Other Securities ⇒ aT&T Inc. (T) | $1,001 - $15,000 | $1 - $200 | Dividends | 2013 | |
CMCSa Other Securities ⇒ Comcast Corporation - Class a (CMCSa) | $1,001 - $15,000 | $1 - $200 | Dividends | 2013 | |
- Other Securities ⇒ Hartford annuity - Fixed | $1,001 - $15,000 | $1 - $200 | Interest | 2013 | |
VODPD Other Securities ⇒ Vodafone Group Plc Ordinary Shares (VODPD) | $1,001 - $15,000 | $1 - $200 | Dividends | 2013 | |
- Real Estate ⇒ 10 acres in Kern County | $1,001 - $15,000 | 2013 | |||
- IRa ⇒ Mainstay High Yield | $1,001 - $15,000 | $201 - $1,000 | Dividends | 2013 | |
- IRa ⇒ MFS Research Bond Fund | $1,001 - $15,000 | $201 - $1,000 | Capital Gains, Dividends | 2013 | |
- IRa ⇒ MFS Value Fund Cl I | $1,001 - $15,000 | $1,001 - $2,500 | Capital Gains, Dividends | 2013 | |
- IRa ⇒ Oppenheimer Int'l Bond Fund | $1,001 - $15,000 | $201 - $1,000 | Dividends | 2013 | |
- IRa ⇒ Pimco Total Return Fund | $1,001 - $15,000 | $2,501 - $5,000 | Dividends | 2013 | |
- IRa ⇒ Cambiar Small Cap Fund | $1,001 - $15,000 | $201 - $1,000 | Capital Gains | 2013 | |
- IRa ⇒ Eaton Vance Floating | $1,001 - $15,000 | $1,001 - $2,500 | Capital Gains, Dividends | 2013 | |
- IRa ⇒ Franklin Sm-Mid Cap Gr | $1,001 - $15,000 | 2013 | |||
CTL Other Securities ⇒ CenturyLink, Inc. (CTL) | $1 - $1,000 | $1 - $200 | Dividends | 2013 | |
- Merrill Lynch ⇒ Nuveen High Yield Muni | None | $1,001 - $2,500 | Dividends | 2013 | |
- Merrill Lynch ⇒ Franklin Ca Interm Term Tax Free | None | $5,001 - $15,000 | Capital Gains, Dividends | 2013 | |
- IRa ⇒ Mainstay Large Cap | None | 2013 | |||
- IRa ⇒ Pimco Real Return | None | $201 - $1,000 | Capital Gains | 2013 |
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