—
Net Worth Est.
$5.41MTrade volume
$0Total trades
-----Last Traded
----Farms
$3M
Real Property
$1.5M
Mutual Funds
$783.51K
Bank Accounts, Money Market Accounts and CDs
$83K
Stocks
$32.5K
Ticker | Amount | Owner | Income | Income Type | Filing Year |
|---|---|---|---|---|---|
![James M. Costa Farms (Sole Proprietorship) [FA]](https://quiver-logos.s3.us-east-2.amazonaws.com/placeholder_white.png){kind=small} - James M. Costa Farms (Sole Proprietorship) [FA]Farms | $1,000,001 - $5,000,000 | $100,001 - $1,000,000 | Farm Income | 2023 | |
- Rental Home [RP]Real Property | $500,001 - $1,000,000 | $5,001 - $15,000 | Rent | 2023 | |
- Rental Home [RP]Real Property | $500,001 - $1,000,000 | $15,001 - $50,000 | Rent | 2023 | |
k Wells Fargo Advisors 401(k) ⇒ Mainstay Winslow Large CAP Growth Fund [MF]Mutual Funds | $100,001 - $250,000 | Tax-Deferred | 2023 | ||
k Wells Fargo Advisors 401(k) ⇒ Baird Aggregate Bond Fund Class Institutional [MF]Mutual Funds | $50,001 - $100,000 | Tax-Deferred | 2023 | ||
k Wells Fargo Advisors 401(k) ⇒ MFS SER TR 1 VALUE FD [MF]Mutual Funds | $50,001 - $100,000 | Tax-Deferred | 2023 | ||
k Wells Fargo Advisors 401(k) ⇒ T Rowe Price Overseas Stock Fund [MF]Mutual Funds | $50,001 - $100,000 | Tax-Deferred | 2023 | ||
k Wells Fargo Advisors 401(k) ⇒ Virtus Ceredex Mid-Cap Value Equity Fund Class I [MF]Mutual Funds | $50,001 - $100,000 | Tax-Deferred | 2023 | ||
- United Security Bank [BA]Bank Accounts, Money Market Accounts and CDs | $50,001 - $100,000 | 2023 | |||
k Wells Fargo Advisors 401(k) ⇒ Dodge & Cox Stk FD [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2023 | ||
k Wells Fargo Advisors 401(k) ⇒ ROWE T PRICE MID CAP GROWTH FUND [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2023 | ||
k Wells Fargo Advisors 401(k) ⇒ Victory Sycamore Small Co Oppty [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2023 | ||
k Wells Fargo Advisors 401(k) ⇒ Baron Invt Funds Trust Small Cap Fund [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2023 | ||
k Wells Fargo Advisors 401(k) ⇒ Baron Select Funds Emerging Markets FD [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2023 | ||
k Wells Fargo Advisors 401(k) ⇒ Eaton Vance Income Fund of Boston Class I [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2023 | ||
k Wells Fargo Advisors 401(k) ⇒ Invesco Developing Markets Fund [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2023 | ||
HTLF Heartland Financial USA, Inc. (HTLF) [ST]Stocks | $15,001 - $50,000 | $201 - $1,000 | Dividends | 2023 | |
k Wells Fargo Advisors 401(k) ⇒ American Funds Washington Mutual Investors Fund Class F-2 [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2023 | ||
k Wells Fargo Advisors 401(k) ⇒ Pimco Commodity Real Return [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2023 | ||
k Wells Fargo Advisors 401(k) ⇒ Goldman Sachs FS Treasury Instruments Fund [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
k Wells Fargo Advisors 401(k) ⇒ PIMCO Commodities Plus Strategy FD CL [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
- Bank of America [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | $1 - $200 | Interest | 2023 | |
- Portuguese Fraternal Society of America [WU]Whole/Universal Insurance | $1,001 - $15,000 | 2023 | |||
k Wells Fargo Advisors 401(k) ⇒ MFS SER TR X EMERGING MKTS DEBT FD CLASS I [MF]Mutual Funds | None | Tax-Deferred | 2023 | ||
- James M. Costa Farms (Sole Proprietorship) [FA]Farms | $1,000,001 - $5,000,000 | $100,001 - $1,000,000 | Farm Income | 2022 | |
- Rental Home [RP]Real Property | $500,001 - $1,000,000 | $5,001 - $15,000 | Rent | 2022 | |
- Rental Home [RP]Real Property | $250,001 - $500,000 | $15,001 - $50,000 | Rent | 2022 | |
EIF Wells Fargo Advisors 401(k) ⇒ Mainstay Winslow Large CAP Growth Fund (MLAIX) (EIF) [MF]Mutual Funds | $100,001 - $250,000 | Tax-Deferred | 2022 | ||
EIF Wells Fargo Advisors 401(k) ⇒ MFS SER TR 1 VALUE FD (MEIIX) (EIF) [MF]Mutual Funds | $50,001 - $100,000 | Tax-Deferred | 2022 | ||
EIF Wells Fargo Advisors 401(k) ⇒ Invesco Developing Markets Fund (ODVYX) (EIF) [MF]Mutual Funds | $50,001 - $100,000 | Tax-Deferred | 2022 | ||
- United Security Bank [BA]Bank Accounts, Money Market Accounts and CDs | $50,001 - $100,000 | 2022 | |||
EIF Wells Fargo Advisors 401(k) ⇒ American Funds Washington Mutual Investors Fund Class F-2 (WMFFX) (EIF) [MF]Mutual Funds | $50,001 - $100,000 | Tax-Deferred | 2022 | ||
EIF Wells Fargo Advisors 401(k) ⇒ Baird Aggregate Bond Fund Class Institutional (BAGIX) (EIF) [MF]Mutual Funds | $50,001 - $100,000 | Tax-Deferred | 2022 | ||
EIF Wells Fargo Advisors 401(k) ⇒ Virtus Ceredex Mid-Cap Value Equity Fund Class I(SMVTX) (EIF) [MF]Mutual Funds | $50,001 - $100,000 | Tax-Deferred | 2022 | ||
EIF Wells Fargo Advisors 401(k) ⇒ Baron Select Funds Emerging Markets FD (BEXIX) (EIF) [MF]Mutual Funds | $50,001 - $100,000 | Tax-Deferred | 2022 | ||
EIF Wells Fargo Advisors 401(k) ⇒ T Rowe Price Overseas Stock Fund (TROSX) (EIF) [MF]Mutual Funds | $50,001 - $100,000 | Tax-Deferred | 2022 | ||
EIF Wells Fargo Advisors 401(k) ⇒ ROWE T PRICE MID CAP GROWTH FUND (RPMGX) (EIF) [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2022 | ||
EIF Wells Fargo Advisors 401(k) ⇒ Victory Sycamore Small Co Oppty (VSOIX) (EIF) [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2022 | ||
HTLF Heartland Financial USA, Inc. (HTLF) [ST]Stocks | $15,001 - $50,000 | $201 - $1,000 | Dividends | 2022 | |
EIF Wells Fargo Advisors 401(k) ⇒ Baron Invt Funds Trust Small Cap Fund (BSFIX) (EIF) [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2022 | ||
EIF Wells Fargo Advisors 401(k) ⇒ Dodge & Cox Stk FD (DODGX) (EIF) [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2022 | ||
EIF Wells Fargo Advisors 401(k) ⇒ Eaton Vance Income Fund of Boston Class I (EIBIX) (EIF) [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2022 | ||
EIF Wells Fargo Advisors 401(k) ⇒ MFS SER TR X EMERGING MKTS DEBT FD CLASS I (MEDIX) (EIF) [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2022 | ||
EIF Wells Fargo Advisors 401(k) ⇒ PIMCO Commodities Plus Strategy FD CL (PCLIX) (EIF) [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2022 | ||
EIF Wells Fargo Advisors 401(k) ⇒ Pimco Commodity Real Return (PCRIX) (EIF) [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2022 | ||
k Wells Fargo Advisors 401(k) ⇒ JP Morgan 100% US Treasury Securities [OT]Other | $1,001 - $15,000 | Tax-Deferred | 2022 | ||
- Portuguese Fraternal Society of America [WU]Whole/Universal Insurance | $1,001 - $15,000 | $1 - $200 | Interest | 2022 | |
- Bank of America [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | $1 - $200 | Interest | 2022 | |
WABC Westamerica Bancorporation (WABC) [ST]Stocks | None | $5,001 - $15,000 | Capital Gains | 2022 | |
EIF Wells Fargo Advisors 401(k) ⇒ Edgewood Growth Fund Class Institutional (EGFIX) (EIF) [MF]Mutual Funds | None | Tax-Deferred | 2022 | ||
EIF Wells Fargo Advisors 401(k) ⇒ Goldman Sachs FS Treasury Instruments Fund (FTIXX) (EIF) [MF]Mutual Funds | None | Tax-Deferred | 2022 | ||
EIF Wells Fargo Advisors 401(k) ⇒ Harbor FD CAP APPRECIATION FD INSTL CL (HACAX) (EIF) [MF]Mutual Funds | None | Tax-Deferred | 2022 | ||
- James M. Costa Farms (Sole Proprietorship) [FA]Farms | $1,000,001 - $5,000,000 | $100,001 - $1,000,000 | Farm Income | 2021 | |
- Rental Home [RP]Real Property | $500,001 - $1,000,000 | $5,001 - $15,000 | Rent | 2021 | |
- Rental Home [RP]Real Property | $250,001 - $500,000 | $15,001 - $50,000 | Rent | 2021 | |
EIF Wells Fargo Advisors 401(k) ⇒ T Rowe Price Overseas Stock Fund (TROSX) (EIF) [MF]Mutual Funds | $100,001 - $250,000 | Tax-Deferred | 2021 | ||
EIF Wells Fargo Advisors 401(k) ⇒ MFS SER TR 1 VALUE FD (MEIIX) (EIF) [MF]Mutual Funds | $100,001 - $250,000 | Tax-Deferred | 2021 | ||
EIF Wells Fargo Advisors 401(k) ⇒ Baird Aggregate Bond Fund Class Institutional (BAGIX) (EIF) [MF]Mutual Funds | $50,001 - $100,000 | Tax-Deferred | 2021 | ||
EIF Wells Fargo Advisors 401(k) ⇒ Baron Invt Funds Trust Small Cap Fund (BSFIX) (EIF) [MF]Mutual Funds | $50,001 - $100,000 | Tax-Deferred | 2021 | ||
EIF Wells Fargo Advisors 401(k) ⇒ ROWE T PRICE MID CAP GROWTH FUND (RPMGX) (EIF) [MF]Mutual Funds | $50,001 - $100,000 | Tax-Deferred | 2021 | ||
EIF Wells Fargo Advisors 401(k) ⇒ Dodge & Cox Stk FD (DODGX) (EIF) [MF]Mutual Funds | $50,001 - $100,000 | Tax-Deferred | 2021 | ||
EIF Wells Fargo Advisors 401(k) ⇒ Baron Select Funds Emerging Markets FD (BEXIX) (EIF) [MF]Mutual Funds | $50,001 - $100,000 | Tax-Deferred | 2021 | ||
EIF Wells Fargo Advisors 401(k) ⇒ Victory Sycamore Small Co Oppty (VSOIX) (EIF) [MF]Mutual Funds | $50,001 - $100,000 | Tax-Deferred | 2021 | ||
EIF Wells Fargo Advisors 401(k) ⇒ Virtus Ceredex Mid-Cap Value Equity Fund Class I(SMVTX) (EIF) [MF]Mutual Funds | $50,001 - $100,000 | Tax-Deferred | 2021 | ||
- United Security Bank [BA]Bank Accounts, Money Market Accounts and CDs | $50,001 - $100,000 | 2021 | |||
EIF Wells Fargo Advisors 401(k) ⇒ American Funds Washington Mutual Investors Fund Class F-2 (WMFFX) (EIF) [MF]Mutual Funds | $50,001 - $100,000 | Tax-Deferred | 2021 | ||
EIF Wells Fargo Advisors 401(k) ⇒ Harbor FD CAP APPRECIATION FD INSTL CL (HACAX) (EIF) [MF]Mutual Funds | $50,001 - $100,000 | Tax-Deferred | 2021 | ||
Eif Wells Fargo Advisors 401(k) ⇒ Invesco Developing Markets Fund (ODVYX) (Eif) [MF]Mutual Funds | $50,001 - $100,000 | Tax-Deferred | 2021 | ||
WABC Westamerica Bancorporation (WABC) [ST]Stocks | $15,001 - $50,000 | $201 - $1,000 | Dividends | 2021 | |
HTLF Heartland Financial USA, Inc. (HTLF) [ST]Stocks | $15,001 - $50,000 | $201 - $1,000 | Dividends | 2021 | |
EIF Wells Fargo Advisors 401(k) ⇒ Eaton Vance Income Fund of Boston Class I (EIBIX) (EIF) [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2021 | ||
EIF Wells Fargo Advisors 401(k) ⇒ Edgewood Growth Fund Class Institutional (EGFIX) (EIF) [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2021 | ||
EIF Wells Fargo Advisors 401(k) ⇒ MFS SER TR X EMERGING MKTS DEBT FD CLASS I (MEDIX) (EIF) [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2021 | ||
- Bank of America [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | $1 - $200 | Interest | 2021 | |
- Portuguese Fraternal Society of America [WU]Whole/Universal Insurance | $1,001 - $15,000 | $1 - $200 | Interest | 2021 | |
EIF Wells Fargo Advisors 401(k) ⇒ Goldman Sachs FS Treasury Instruments Fund (FTIXX) (EIF) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2021 | ||
k Wells Fargo Advisors 401(k) ⇒ JP Morgan 100% US Treasury Securities [OT]Other | $1,001 - $15,000 | Tax-Deferred | 2021 | ||
EIF Wells Fargo Advisors 401(k) ⇒ Pimco Commodity Real Return (PCRIX) (EIF) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2021 | ||
EIF Wells Fargo Advisors 401(k) ⇒ VITRUS OPPORTUNITIES TR EMERGING MKTS OPPTYS FD CL 1 (HIEMX) (EIF) [MF]Mutual Funds | None | Tax-Deferred | 2021 | ||
- James M. Costa Farms (Sole Proprietorship) [FA]Farms | $1,000,001 - $5,000,000 | $100,001 - $1,000,000 | Farm Income | 2020 | |
- Rental Home [RP]Real Property | $500,001 - $1,000,000 | $5,001 - $15,000 | Rent | 2020 | |
- Rental Home [RP]Real Property | $250,001 - $500,000 | $15,001 - $50,000 | Rent | 2020 | |
EIF Wells Fargo Advisors 401(k) ⇒ MFS SER TR 1 VALUE FD (MEIIX) (EIF) [MF]Mutual Funds | $100,001 - $250,000 | Tax-Deferred | 2020 | ||
- United Security Bank [BA]Bank Accounts, Money Market Accounts and CDs | $50,001 - $100,000 | 2020 | |||
EIF Wells Fargo Advisors 401(k) ⇒ American Funds Washington Mutual Investors Fund Class F-2 (WMFFX) (EIF) [MF]Mutual Funds | $50,001 - $100,000 | Tax-Deferred | 2020 | ||
EIF Wells Fargo Advisors 401(k) ⇒ Baird Aggregate Bond Fund Class Institutional (BAGIX) (EIF) [MF]Mutual Funds | $50,001 - $100,000 | Tax-Deferred | 2020 | ||
EIF Wells Fargo Advisors 401(k) ⇒ Baron Invt Funds Trust Small Cap Fund (BSFIX) (EIF) [MF]Mutual Funds | $50,001 - $100,000 | Tax-Deferred | 2020 | ||
EIF Wells Fargo Advisors 401(k) ⇒ Baron Select Funds Emerging Markets FD (BEXIX) (EIF) [MF]Mutual Funds | $50,001 - $100,000 | Tax-Deferred | 2020 | ||
EIF Wells Fargo Advisors 401(k) ⇒ Harbor FD CAP APPRECIATION FD INSTL CL (HACAX) (EIF) [MF]Mutual Funds | $50,001 - $100,000 | Tax-Deferred | 2020 | ||
EIF Wells Fargo Advisors 401(k) ⇒ ROWE T PRICE MID CAP GROWTH FUND (RPMGX) (EIF) [MF]Mutual Funds | $50,001 - $100,000 | Tax-Deferred | 2020 | ||
EIF Wells Fargo Advisors 401(k) ⇒ T Rowe Price Overseas Stock Fund (TROSX) (EIF) [MF]Mutual Funds | $50,001 - $100,000 | Tax-Deferred | 2020 | ||
EIF Wells Fargo Advisors 401(k) ⇒ Victory Sycamore Small Co Oppty (VSOIX) (EIF) [MF]Mutual Funds | $50,001 - $100,000 | Tax-Deferred | 2020 | ||
EIF Wells Fargo Advisors 401(k) ⇒ Virtus Ceredex Mid-Cap Value Equity Fund Class I(SMVTX) (EIF) [MF]Mutual Funds | $50,001 - $100,000 | Tax-Deferred | 2020 | ||
EIF Wells Fargo Advisors 401(k) ⇒ VITRUS OPPORTUNITIES TR EMERGING MKTS OPPTYS FD CL 1 (HIEMX) (EIF) [MF]Mutual Funds | $50,001 - $100,000 | Tax-Deferred | 2020 | ||
EIF Wells Fargo Advisors 401(k) ⇒ Eaton Vance Income Fund of Boston Class I (EIBIX) (EIF) [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2020 | ||
WABC Westamerica Bancorporation (WABC) [ST]Stocks | $15,001 - $50,000 | $201 - $1,000 | Dividends | 2020 | |
EIF Wells Fargo Advisors 401(k) ⇒ MFS SER TR X EMERGING MKTS DEBT FD CLASS I (MEDIX) (EIF) [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2020 | ||
HTLF Heartland Financial USA, Inc. (HTLF) [ST]Stocks | $15,001 - $50,000 | $201 - $1,000 | Dividends | 2020 | |
EIF Wells Fargo Advisors 401(k) ⇒ Edgewood Growth Fund Class Institutional (EGFIX) (EIF) [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2020 | ||
EIF Wells Fargo Advisors 401(k) ⇒ Goldman Sachs FS Treasury Instruments Fund (FTIXX) (EIF) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2020 | ||
- Portuguese Fraternal Society of America [WU]Whole/Universal Insurance | $1,001 - $15,000 | $1 - $200 | Interest | 2020 | |
- Bank of America [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | $1 - $200 | Interest | 2020 | |
EIF Wells Fargo Advisors 401(k) ⇒ Dodge & Cox International Stock Fund (DODFX) (EIF) [MF]Mutual Funds | None | Tax-Deferred | 2020 | ||
EIF Wells Fargo Advisors 401(k) ⇒ Lazard Emerging Markets Equity Portfolio Institutional Shares (LZEMX) (EIF) [MF]Mutual Funds | None | Tax-Deferred | 2020 | ||
EIF Wells Fargo Advisors 401(k) ⇒ American Funds EuroPacific Growth Fund Class F-2 (AEPFX) (EIF) [MF]Mutual Funds | None | Tax-Deferred | 2020 | ||
k Wells Fargo Advisors 401(k) ⇒ JP Morgan 100% US Treasury Securities [OT]Other | None | Tax-Deferred | 2020 | ||
- James m. Costa Farms (Sole Proprietorship) [FA]Farms | $1,000,001 - $5,000,000 | $100,001 - $1,000,000 | Farm Income | 2019 | |
- Rental Home [RP]Real Property | $500,001 - $1,000,000 | $15,001 - $50,000 | Rent | 2019 | |
- United Security Bank [BA]Bank Accounts, Money Market Accounts and CDs | $250,001 - $500,000 | 2019 | |||
- Rental Home [RP]Real Property | $250,001 - $500,000 | $15,001 - $50,000 | Rent | 2019 | |
EIF Wells Fargo Advisors 401(k) ⇒ mFS SER TR 1 VALUE FD (mEIIX) (EIF) [mF]Mutual Funds | $100,001 - $250,000 | Tax-Deferred | 2019 | ||
EIF Wells Fargo Advisors 401(k) ⇒ ROWE T PRICE mID CAP GROWTH FUND (RPmGX) (EIF) [mF]Mutual Funds | $50,001 - $100,000 | Tax-Deferred | 2019 | ||
EIF Wells Fargo Advisors 401(k) ⇒ Baird Aggregate Bond Fund Class Institutional (BAGIX) (EIF) [mF]Mutual Funds | $50,001 - $100,000 | Tax-Deferred | 2019 | ||
EIF Wells Fargo Advisors 401(k) ⇒ Baron Invt Funds Trust Small Cap Fund (BSFIX) (EIF) [mF]Mutual Funds | $50,001 - $100,000 | Tax-Deferred | 2019 | ||
EIF Wells Fargo Advisors 401(k) ⇒ American Funds Washington mutual Investors Fund Class F-2 (WmFFX) (EIF) [mF]Mutual Funds | $50,001 - $100,000 | Tax-Deferred | 2019 | ||
EIF Wells Fargo Advisors 401(k) ⇒ Harbor FD CAP APPRECIATION FD INSTL CL (HACAX) (EIF) [mF]Mutual Funds | $50,001 - $100,000 | Tax-Deferred | 2019 | ||
EIF Wells Fargo Advisors 401(k) ⇒ RIDGEWORTH FUNDS CEREDEX mID CAP VALUE EQUITY FUND CLASS 1 (SmVTX) (EIF) [mF]Mutual Funds | $50,001 - $100,000 | Tax-Deferred | 2019 | ||
EIF Wells Fargo Advisors 401(k) ⇒ Victory Sycamore Small Co Oppty (VSOIX) (EIF) [mF]Mutual Funds | $50,001 - $100,000 | Tax-Deferred | 2019 | ||
EIF Wells Fargo Advisors 401(k) ⇒ mFS SER TR X EmERGING mKTS DEBT FD CLASS I (mEDIX) (EIF) [mF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2019 | ||
EIF Wells Fargo Advisors 401(k) ⇒ Dodge & Cox International Stock Fund (DODFX) (EIF) [mF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2019 | ||
EIF Wells Fargo Advisors 401(k) ⇒ Eaton Vance Income Fund of Boston Class I (EIBIX) (EIF) [mF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2019 | ||
EIF Wells Fargo Advisors 401(k) ⇒ Edgewood Growth Fund Class Institutional (EGFIX) (EIF) [mF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2019 | ||
EIF Wells Fargo Advisors 401(k) ⇒ Lazard Emerging markets Equity Portfolio Institutional Shares (LZEmX) (EIF) [mF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2019 | ||
EIF Wells Fargo Advisors 401(k) ⇒ American Funds EuroPacific Growth Fund Class F-2 (AEPFX) (EIF) [mF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2019 | ||
EIF Wells Fargo Advisors 401(k) ⇒ T Rowe Price Overseas Stock Fund (TROSX) (EIF) [mF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2019 | ||
EIF Wells Fargo Advisors 401(k) ⇒ VITRUS OPPORTUNITIES TR EmERGING mKTS OPPTYS FD CL 1 (HIEmX) (EIF) [mF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2019 | ||
HTLF Heartland Financial USA, Inc. (HTLF) [ST]Stocks | $15,001 - $50,000 | $201 - $1,000 | Dividends | 2019 | |
WABC Westamerica Bancorporation (WABC) [ST]Stocks | $15,001 - $50,000 | $201 - $1,000 | Dividends | 2019 | |
- Portuguese Fraternal Society of America [WU]Whole/Universal Insurance | $1,001 - $15,000 | $1 - $200 | Interest | 2019 | |
EIF Wells Fargo Advisors 401(k) ⇒ Goldman Sachs FS Treasury Instruments Fund (FTIXX) (EIF) [mF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2019 | ||
- Bank of America [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | $1 - $200 | Interest | 2019 | |
EIF Wells Fargo Advisors 401(k) ⇒ T ROWE PRICE REAL EST FUND (TRREX) (EIF) [mF]Mutual Funds | None | Tax-Deferred | 2019 | ||
EIF Wells Fargo Advisors 401(k) ⇒ Deutsche Enhanced Commodity Strategy Fund Institutional Class (SKIRX) (EIF) [mF]Mutual Funds | None | Tax-Deferred | 2019 | ||
k Wells Fargo Advisors 401(k) ⇒ JP morgan 100% US Treasury Securities [OT]Other | None | Tax-Deferred | 2019 | ||
EIF Wells Fargo Advisors 401(k) ⇒ Invesco Oppenheimer INTL GRWTH FD CL Y SHS (OIGYX) (EIF) [mF]Mutual Funds | None | Tax-Deferred | 2019 | ||
EIF Wells Fargo Advisors 401(k) ⇒ Janus INVT FD FLEXIBLE BD FD CLASS 1 (JFLEX) (EIF) [mF]Mutual Funds | None | Tax-Deferred | 2019 | ||
EIF Wells Fargo Advisors 401(k) ⇒ Principal Funds Inc Global Real Estate (POSIX) (EIF) [mF]Mutual Funds | None | Tax-Deferred | 2019 | ||
- James M. Costa Farms (Sole Proprietorship) [FA]Farms | $1,000,001 - $5,000,000 | $100,001 - $1,000,000 | Farm Income | 2018 | |
- Rental Home [RP]Real Property | $500,001 - $1,000,000 | $5,001 - $15,000 | Rent | 2018 | |
- Rental Home [RP]Real Property | $250,001 - $500,000 | $15,001 - $50,000 | Rent | 2018 | |
- United Security Bank [BA]Bank Accounts, Money Market Accounts and CDs | $250,001 - $500,000 | 2018 | |||
EIF Wells Fargo Advisors 401(k) ⇒ MFS SER TR 1 VALUE FD (MEIIX) (EIF) [MF]Mutual Funds | $50,001 - $100,000 | Tax-Deferred | 2018 | ||
EIF Wells Fargo Advisors 401(k) ⇒ Baron Invt Funds Trust Small Cap Fund (BSFIX) (EIF) [MF]Mutual Funds | $50,001 - $100,000 | Tax-Deferred | 2018 | ||
EIF Wells Fargo Advisors 401(k) ⇒ Janus INVT FD FLEXIBLE BD FD CLASS 1 (JFLEX) (EIF) [MF]Mutual Funds | $50,001 - $100,000 | Tax-Deferred | 2018 | ||
EIF Wells Fargo Advisors 401(k) ⇒ VITRUS OPPORTUNITIES TR EMERGING MKTS OPPTYS FD CL 1 (HIEMX) (EIF) [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2018 | ||
WABC Westamerica Bancorporation (WABC) [ST]Stocks | $15,001 - $50,000 | $201 - $1,000 | Dividends | 2018 | |
HTLF Heartland Financial USA, Inc. (HTLF) [ST]Stocks | $15,001 - $50,000 | $201 - $1,000 | Dividends | 2018 | |
EIF Wells Fargo Advisors 401(k) ⇒ American Funds EuroPacific Growth Fund Class F-2 (AEPFX) (EIF) [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2018 | ||
EIF Wells Fargo Advisors 401(k) ⇒ American Funds Washington Mutual Investors Fund Class F-2 (WMFFX) (EIF) [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2018 | ||
EIF Wells Fargo Advisors 401(k) ⇒ Eaton Vance Income Fund of Boston Class I (EIBIX) (EIF) [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2018 | ||
EIF Wells Fargo Advisors 401(k) ⇒ Edgewood Growth Fund Class Institutional (EGFIX) (EIF) [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2018 | ||
EIF Wells Fargo Advisors 401(k) ⇒ Harbor FD CAP APPRECIATION FD INSTL CL (HACAX) (EIF) [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2018 | ||
EIF Wells Fargo Advisors 401(k) ⇒ MFS SER TR X EMERGING MKTS DEBT FD CLASS I (MEDIX) (EIF) [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2018 | ||
EIF Wells Fargo Advisors 401(k) ⇒ Oppenheimer INTL GRWTH FD CL Y SHS (OIGYX) (EIF) [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2018 | ||
EIF Wells Fargo Advisors 401(k) ⇒ Principal Funds Inc Global Real Estate (POSIX) (EIF) [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2018 | ||
EIF Wells Fargo Advisors 401(k) ⇒ RIDGEWORTH FUNDS CEREDEX MID CAP VALUE EQUITY FUND CLASS 1 (SMVTX) (EIF) [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2018 | ||
EIF Wells Fargo Advisors 401(k) ⇒ ROWE T PRICE MID CAP GROWTH FUND (RPMGX) (EIF) [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2018 | ||
EIF Wells Fargo Advisors 401(k) ⇒ T Rowe Price Overseas Stock Fund (TROSX) (EIF) [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2018 | ||
EIF Wells Fargo Advisors 401(k) ⇒ Victory Sycamore Small Co Oppty (VSOIX) (EIF) [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2018 | ||
EIF Wells Fargo Advisors 401(k) ⇒ Lazard Emerging Markets Equity Portfolio Institutional Shares (LZEMX) (EIF) [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2018 | ||
EIF Wells Fargo Advisors 401(k) ⇒ Deutsche Enhanced Commodity Strategy Fund Institutional Class (SKIRX) (EIF) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2018 | ||
EIF Wells Fargo Advisors 401(k) ⇒ T ROWE PRICE REAL EST FUND (TRREX) (EIF) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2018 | ||
- Bank of America [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | $1 - $200 | Interest | 2018 | |
- Portuguese Fraternal Society of America [WU]Whole/Universal Insurance | $1,001 - $15,000 | $1 - $200 | Interest | 2018 | |
EIF Wells Fargo Advisors 401(k) ⇒ Goldman Sachs FS Treasury Instruments Fund (FTIXX) (EIF) [MF]Mutual Funds | $1 - $1,000 | Tax-Deferred | 2018 | ||
EIF Wells Fargo Advisors 401(k) ⇒ HARBOR FD INTL FD INSTL CL (HAINX) (EIF) [MF]Mutual Funds | None | Tax-Deferred | 2018 | ||
k Wells Fargo Advisors 401(k) ⇒ JP Morgan 100% US Treasury Securities [OT]Other | None | Tax-Deferred | 2018 | ||
- James M. Costa Farms (Sole Proprietorship) [FA]Farms | $1,000,001 - $5,000,000 | $100,001 - $1,000,000 | Farm Income | 2017 | |
- Rental Home [RP]Real Property | $500,001 - $1,000,000 | $15,001 - $50,000 | Rent | 2017 | |
- United Security Bank [BA]Bank Accounts, Money Market Accounts and CDs | $250,001 - $500,000 | 2017 | |||
- Rental Home [RP]Real Property | $250,001 - $500,000 | Rent | 2017 | ||
EIF Wells Fargo Advisors 401(k) ⇒ Baron Invt Funds Trust Small Cap Fund (BSFIX) (EIF) [MF]Mutual Funds | $50,001 - $100,000 | Tax-Deferred | 2017 | ||
EIF Wells Fargo Advisors 401(k) ⇒ Janus INVT FD FLEXIBLE BD FD CLASS 1 (JFLEX) (EIF) [MF]Mutual Funds | $50,001 - $100,000 | Tax-Deferred | 2017 | ||
EIF Wells Fargo Advisors 401(k) ⇒ MFS SER TR 1 VALUE FD (MEIIX) (EIF) [MF]Mutual Funds | $50,001 - $100,000 | Tax-Deferred | 2017 | ||
EIF Wells Fargo Advisors 401(k) ⇒ American Funds Washington Mutual Investors Fund Class F-2 (WMFFX) (EIF) [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2017 | ||
HTLF Heartland Financial USA, Inc. (HTLF) [ST]Stocks | $15,001 - $50,000 | $201 - $1,000 | Dividends | 2017 | |
EIF Wells Fargo Advisors 401(k) ⇒ American Funds EuroPacific Growth Fund Class F-2 (AEPFX) (EIF) [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2017 | ||
EIF Wells Fargo Advisors 401(k) ⇒ MFS SER TR X EMERGING MKTS DEBT FD CLASS I (MEDIX) (EIF) [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2017 | ||
EIF Wells Fargo Advisors 401(k) ⇒ Oppenheimer INTL GRWTH FD CL Y SHS (OIGYX) (EIF) [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2017 | ||
EIF Wells Fargo Advisors 401(k) ⇒ Principal Funds Inc Global Real Estate (POSIX) (EIF) [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2017 | ||
EIF Wells Fargo Advisors 401(k) ⇒ RIDGEWORTH FUNDS CEREDEX MID CAP VALUE EQUITY FUND CLASS 1 (SMVTX) (EIF) [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2017 | ||
EIF Wells Fargo Advisors 401(k) ⇒ ROWE T PRICE MID CAP GROWTH FUND (RPMGX) (EIF) [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2017 | ||
EIF Wells Fargo Advisors 401(k) ⇒ Victory Sycamore Small Co Oppty (VSOIX) (EIF) [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2017 | ||
EIF Wells Fargo Advisors 401(k) ⇒ VITRUS OPPORTUNITIES TR EMERGING MKTS OPPTYS FD CL 1 (HIEMX) (EIF) [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2017 | ||
WABC Westamerica Bancorporation (WABC) [ST]Stocks | $15,001 - $50,000 | $201 - $1,000 | Dividends | 2017 | |
EIF Wells Fargo Advisors 401(k) ⇒ Eaton Vance Income Fund of Boston Class I (EIBIX) (EIF) [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2017 | ||
EIF Wells Fargo Advisors 401(k) ⇒ Edgewood Growth Fund Class Institutional (EGFIX) (EIF) [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2017 | ||
EIF Wells Fargo Advisors 401(k) ⇒ Harbor FD CAP APPRECIATION FD INSTL CL (HACAX) (EIF) [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2017 | ||
EIF Wells Fargo Advisors 401(k) ⇒ HARBOR FD INTL FD INSTL CL (HAINX) (EIF) [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2017 | ||
k Wells Fargo Advisors 401(k) ⇒ JP Morgan 100% US Treasury Securities [OT]Other | $15,001 - $50,000 | Tax-Deferred | 2017 | ||
EIF Wells Fargo Advisors 401(k) ⇒ Lazard Emerging Markets Equity Portfolio Institutional Shares (LZEMX) (EIF) [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2017 | ||
EIF Wells Fargo Advisors 401(k) ⇒ Deutsche Enhanced Commodity Strategy Fund Institutional Class (SKIRX) (EIF) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2017 | ||
- Bank of America [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | $1 - $200 | Interest | 2017 | |
EIF Wells Fargo Advisors 401(k) ⇒ Goldman Sachs FS Treasury Instruments Fund (FTIXX) (EIF) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2017 | ||
- Portuguese Fraternal Society of America [WU]Whole/Universal Insurance | $1,001 - $15,000 | $1 - $200 | Interest | 2017 | |
EIF Wells Fargo Advisors 401(k) ⇒ T ROWE PRICE REAL EST FUND (TRREX) (EIF) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2017 | ||
EIF Wells Fargo Advisors 401(k) ⇒ RS Small Cap Growth Fund Class Y (RSYEX) (EIF) [MF]Mutual Funds | None | Tax-Deferred | 2017 | ||
EIF Wells Fargo Advisors 401(k) ⇒ Franklin Small Cap Value Adv (FVADX) (EIF) [MF]Mutual Funds | None | Tax-Deferred | 2017 | ||
EIF Wells Fargo Advisors 401(k) ⇒ Deutsche Global Real Estate Securities Fund Institutional Class (RRGIX) (EIF) [MF]Mutual Funds | None | Tax-Deferred | 2017 | ||
- James M. Costa Farms (Sole Proprietorship) | $1,000,001 - $5,000,000 | $100,001 - $1,000,000 | Farm Income | 2016 | |
- Rental Home | $500,001 - $1,000,000 | $15,001 - $50,000 | Rent | 2016 | |
- Rental Home | $250,001 - $500,000 | $5,001 - $15,000 | Rent | 2016 | |
- United Security Bank | $250,001 - $500,000 | 2016 | |||
EIF Wells Fargo Advisors 401(k) ⇒ American Funds Washington Mutual Investors Fund Class F-2 (WMFFX) (EIF) | $50,001 - $100,000 | Tax-Deferred | 2016 | ||
EIF Wells Fargo Advisors 401(k) ⇒ Janus INVT FD FLEXIBLE BD FD CLASS 1 (JFLEX) (EIF) | $50,001 - $100,000 | Tax-Deferred | 2016 | ||
EIF Wells Fargo Advisors 401(k) ⇒ MFS SER TR 1 VALUE FD (MEIIX) (EIF) | $50,001 - $100,000 | Tax-Deferred | 2016 | ||
EIF Wells Fargo Advisors 401(k) ⇒ Franklin Small Cap Value Adv (FVADX) (EIF) | $15,001 - $50,000 | Tax-Deferred | 2016 | ||
EIF Wells Fargo Advisors 401(k) ⇒ RIDGEWORTH FUNDS CEREDEX MID CAP VALUE EQUITY FUND CLASS 1 (SMVTX) (EIF) | $15,001 - $50,000 | Tax-Deferred | 2016 | ||
EIF Wells Fargo Advisors 401(k) ⇒ ROWE T PRICE MID CAP GROWTH FUND (RPMGX) (EIF) | $15,001 - $50,000 | Tax-Deferred | 2016 | ||
EIF Wells Fargo Advisors 401(k) ⇒ RS Small Cap Growth Fund Class Y (RSYEX) (EIF) | $15,001 - $50,000 | Tax-Deferred | 2016 | ||
EIF Wells Fargo Advisors 401(k) ⇒ MFS SER TR X EMERGING MKTS DEBT FD CLASS I (MEDIX) (EIF) | $15,001 - $50,000 | Tax-Deferred | 2016 | ||
WABC Westamerica Bancorporation (WABC) | $15,001 - $50,000 | $201 - $1,000 | Dividends | 2016 | |
EIF Wells Fargo Advisors 401(k) ⇒ VITRUS OPPORTUNITIES TR EMERGING MKTS OPPTYS FD CL 1 (HIEMX) (EIF) | $15,001 - $50,000 | Tax-Deferred | 2016 | ||
EIF Wells Fargo Advisors 401(k) ⇒ Harbor FD CAP APPRECIATION FD INSTL CL (HACAX) (EIF) | $15,001 - $50,000 | Tax-Deferred | 2016 | ||
EIF Wells Fargo Advisors 401(k) ⇒ HARBOR FD INTL FD INSTL CL (HAINX) (EIF) | $15,001 - $50,000 | Tax-Deferred | 2016 | ||
EIF Wells Fargo Advisors 401(k) ⇒ Lazard Emerging Markets Equity Portfolio Institutional Shares (LZEMX) (EIF) | $15,001 - $50,000 | Tax-Deferred | 2016 | ||
HTLF Heartland Financial USA, Inc. (HTLF) | $15,001 - $50,000 | $201 - $1,000 | Dividends | 2016 | |
EIF Wells Fargo Advisors 401(k) ⇒ Eaton Vance Income Fund of Boston Class I (EIBIX) (EIF) | $15,001 - $50,000 | Tax-Deferred | 2016 | ||
EIF Wells Fargo Advisors 401(k) ⇒ Edgewood Growth Fund Class Institutional (EGFIX) (EIF) | $15,001 - $50,000 | Tax-Deferred | 2016 | ||
- Bank of America | $1,001 - $15,000 | $1 - $200 | Interest | 2016 | |
- Portuguese Fraternal Society of America | $1,001 - $15,000 | $1 - $200 | Interest | 2016 | |
EIF Wells Fargo Advisors 401(k) ⇒ American Funds EuroPacific Growth Fund Class F-2 (AEPFX) (EIF) | $1,001 - $15,000 | Tax-Deferred | 2016 | ||
EIF Wells Fargo Advisors 401(k) ⇒ Deutsche Enhanced Commodity Strategy Fund Institutional Class (SKIRX) (EIF) | $1,001 - $15,000 | Tax-Deferred | 2016 | ||
EIF Wells Fargo Advisors 401(k) ⇒ Deutsche Global Real Estate Securities Fund Institutional Class (RRGIX) (EIF) | $1,001 - $15,000 | Tax-Deferred | 2016 | ||
EIF Wells Fargo Advisors 401(k) ⇒ T ROWE PRICE REAL EST FUND (TRREX) (EIF) | $1,001 - $15,000 | Tax-Deferred | 2016 | ||
EIF Wells Fargo Advisors 401(k) ⇒ Goldman Sachs FS Treasury Instruments Fund (FTIXX) (EIF) | $1,001 - $15,000 | Tax-Deferred | 2016 | ||
EIF Wells Fargo Advisors 401(k) ⇒ Oppenheimer INTL GRWTH FD CL Y SHS (OIGYX) (EIF) | $1,001 - $15,000 | Tax-Deferred | 2016 | ||
k Wells Fargo Advisors 401(k) ⇒ JP Morgan 100% US Treasury Securities | $1 - $1,000 | Tax-Deferred | 2016 | ||
EIF Wells Fargo Advisors 401(k) ⇒ Harris Assoc INVT TR OAKMARK INTL Fund CL (OAKIX) (EIF) | None | Tax-Deferred | 2016 | ||
EIF Wells Fargo Advisors 401(k) ⇒ TCW FDS INC RELATIVE VALUE LRG CAP FD (TGDIX) (EIF) | None | Tax-Deferred | 2016 | ||
EIF Wells Fargo Advisors 401(k) ⇒ Oppenheimer Developing Markets Fund Class Y (ODVYX) (EIF) | None | Tax-Deferred | 2016 | ||
EIF Wells Fargo Advisors 401(k) ⇒ RS INVT TR VALUE FD (RSVYX) (EIF) | None | Tax-Deferred | 2016 | ||
- James M. Costa Farms (Sole Proprietorship) | $1,000,001 - $5,000,000 | $100,001 - $1,000,000 | Farm Income | 2015 | |
- Rental Home | $500,001 - $1,000,000 | $5,001 - $15,000 | Rent | 2015 | |
- United Security Bank | $250,001 - $500,000 | 2015 | |||
- Rental Home | $250,001 - $500,000 | $15,001 - $50,000 | Rent | 2015 | |
HTLF Heartland Financial USA, Inc. (HTLF) | $15,001 - $50,000 | $1 - $200 | Dividends | 2015 | |
EIF Wells Fargo Advisors 401(k) ⇒ American Funds Washington Mutual Investors Fund Class F-2 (WMFFX) (EIF) | $15,001 - $50,000 | Tax-Deferred | 2015 | ||
EIF Wells Fargo Advisors 401(k) ⇒ Eaton Vance Income Fund of Boston Class I (EIBIX) (EIF) | $15,001 - $50,000 | Tax-Deferred | 2015 | ||
EIF Wells Fargo Advisors 401(k) ⇒ Edgewood Growth Fund Class Institutional (EGFIX) (EIF) | $15,001 - $50,000 | Tax-Deferred | 2015 | ||
EIF Wells Fargo Advisors 401(k) ⇒ Franklin Small Cap Value Adv (FVADX) (EIF) | $15,001 - $50,000 | Tax-Deferred | 2015 | ||
EIF Wells Fargo Advisors 401(k) ⇒ Harbor FD CAP APPRECIATION FD INSTL CL (HACAX) (EIF) | $15,001 - $50,000 | Tax-Deferred | 2015 | ||
EIF Wells Fargo Advisors 401(k) ⇒ Harris Assoc INVT TR OAKMARK INTL Fund CL (OAKIX) (EIF) | $15,001 - $50,000 | Tax-Deferred | 2015 | ||
EIF Wells Fargo Advisors 401(k) ⇒ Janus INVT FD FLEXIBLE BD FD CLASS 1 (JFLEX) (EIF) | $15,001 - $50,000 | Tax-Deferred | 2015 | ||
EIF Wells Fargo Advisors 401(k) ⇒ Lazard Emerging Markets Equity Portfolio Institutional Shares (LZEMX) (EIF) | $15,001 - $50,000 | Tax-Deferred | 2015 | ||
EIF Wells Fargo Advisors 401(k) ⇒ MFS SER TR 1 VALUE FD (MEIIX) (EIF) | $15,001 - $50,000 | Tax-Deferred | 2015 | ||
EIF Wells Fargo Advisors 401(k) ⇒ Oppenheimer Developing Markets Fund Class Y (ODVYX) (EIF) | $15,001 - $50,000 | Tax-Deferred | 2015 | ||
EIF Wells Fargo Advisors 401(k) ⇒ ROWE T PRICE MID CAP GROWTH FUND (RPMGX) (EIF) | $15,001 - $50,000 | Tax-Deferred | 2015 | ||
EIF Wells Fargo Advisors 401(k) ⇒ RS Small Cap Growth Fund Class Y (RSYEX) (EIF) | $15,001 - $50,000 | Tax-Deferred | 2015 | ||
EIF Wells Fargo Advisors 401(k) ⇒ TCW FDS INC RELATIVE VALUE LRG CAP FD (TGDIX) (EIF) | $15,001 - $50,000 | Tax-Deferred | 2015 | ||
WABC Westamerica Bancorporation (WABC) | $15,001 - $50,000 | $201 - $1,000 | Dividends | 2015 | |
EIF Wells Fargo Advisors 401(k) ⇒ Deutsche Global Real Estate Securities Fund Class S (RRGTX) (EIF) | $1,001 - $15,000 | Tax-Deferred | 2015 | ||
EIF Wells Fargo Advisors 401(k) ⇒ American Funds EuroPacific Growth Fund Class F-2 (AEPFX) (EIF) | $1,001 - $15,000 | Tax-Deferred | 2015 | ||
EIF Wells Fargo Advisors 401(k) ⇒ T ROWE PRICE REAL EST FUND (TRREX) (EIF) | $1,001 - $15,000 | Tax-Deferred | 2015 | ||
- Portuguese Fraternal Society of America | $1,001 - $15,000 | $1 - $200 | Interest | 2015 | |
EIF Wells Fargo Advisors 401(k) ⇒ Oppenheimer INTL GRWTH FD CL Y SHS (OIGYX) (EIF) | $1,001 - $15,000 | Tax-Deferred | 2015 | ||
- Wells Fargo Bank | $1,001 - $15,000 | $1 - $200 | Interest | 2015 | |
EIF Wells Fargo Advisors 401(k) ⇒ Goldman Sachs FS Treasury Instruments Fund (FTIXX) (EIF) | $1,001 - $15,000 | Tax-Deferred | 2015 | ||
EIF Wells Fargo Advisors 401(k) ⇒ RS INVT TR VALUE FD (RSVYX) (EIF) | $1,001 - $15,000 | Tax-Deferred | 2015 | ||
k Wells Fargo Advisors 401(k) ⇒ JP Morgan 100% US Treasury Securities | $1,001 - $15,000 | Tax-Deferred | 2015 | ||
EIF Wells Fargo Advisors 401(k) ⇒ Deutsche Enhanced Commodity Strategy Fund Institutional Class (SKIRX) (EIF) | $1,001 - $15,000 | Tax-Deferred | 2015 | ||
EIF Wells Fargo Advisors 401(k) ⇒ PIMCO CommodityRealReturn Strategy Fund Institutional Class (PCRIX) (EIF) | None | Tax-Deferred | 2015 | ||
EIF Wells Fargo Advisors 401(k) ⇒ JPMorgan Core Bond Fund Select Class (WOBDX) (EIF) | None | Tax-Deferred | 2015 | ||
PVLY Premier Valley Bank (PVLY) | None | $1,001 - $2,500 | Dividends | 2015 | |
EIF Wells Fargo Advisors 401(k) ⇒ Aston Funds Montag & Caldwell Growth (MCGIX) (EIF) | None | Tax-Deferred | 2015 | ||
EIF Wells Fargo Advisors 401(k) ⇒ Buffalo Small CAP FD (BUFSX) (EIF) | None | Tax-Deferred | 2015 | ||
EIF Wells Fargo Advisors 401(k) ⇒ Dreyfus Appreciation FD INC INVS SHS (DGAGX) (EIF) | None | Tax-Deferred | 2015 | ||
EIF Wells Fargo Advisors 401(k) ⇒ Gabelli Equity Ser FD SML CAP GROWTH FUND CLASS (GACIX) (EIF) | None | Tax-Deferred | 2015 | ||
EIF Wells Fargo Advisors 401(k) ⇒ VOYA EQUITY TR SMALL CAP OPPORTUNITIES FD CL 1 (NSPIX) (EIF) | None | Tax-Deferred | 2015 | ||
- James m. Costa Farms (sole Proprietorship) | $1,000,001 - $5,000,000 | $100,001 - $1,000,000 | Farm Income | 2014 | |
- Rental Home | $500,001 - $1,000,000 | $5,001 - $15,000 | Rent | 2014 | |
- United security Bank | $250,001 - $500,000 | 2014 | |||
- Rental Home | $250,001 - $500,000 | $15,001 - $50,000 | Rent | 2014 | |
EIF Wells Fargo Advisors 401(k) ⇒ Janus INVT FD FLEXIBLE BD FD CLAss 1 (JFLEX) (EIF) | $15,001 - $50,000 | Tax-Deferred | 2014 | ||
EIF Wells Fargo Advisors 401(k) ⇒ JPmorgan Core Bond Fund select Class (WOBDX) (EIF) | $15,001 - $50,000 | Tax-Deferred | 2014 | ||
EIF Wells Fargo Advisors 401(k) ⇒ Lazard FD INC EmERGING mKTs PORT INsTL (LZEmX) (EIF) | $15,001 - $50,000 | Tax-Deferred | 2014 | ||
EIF Wells Fargo Advisors 401(k) ⇒ mFs sER TR 1 VALUE FD (mEIIX) (EIF) | $15,001 - $50,000 | Tax-Deferred | 2014 | ||
EIF Wells Fargo Advisors 401(k) ⇒ Oppenheimer DEV mKTs CL Y (ODVYX) (EIF) | $15,001 - $50,000 | Tax-Deferred | 2014 | ||
EIF Wells Fargo Advisors 401(k) ⇒ Buffalo small CAP FD (BUFsX) (EIF) | $15,001 - $50,000 | Tax-Deferred | 2014 | ||
EIF Wells Fargo Advisors 401(k) ⇒ Franklin Value INVs TR smALL CAP VALUE FD ADVIsORs CL (FVADX) (EIF) | $15,001 - $50,000 | Tax-Deferred | 2014 | ||
EIF Wells Fargo Advisors 401(k) ⇒ Harbor FD CAP APPRECIATION FD INsTL CL (HACAX) (EIF) | $15,001 - $50,000 | Tax-Deferred | 2014 | ||
EIF Wells Fargo Advisors 401(k) ⇒ Harris Assoc INVT TR OAKmARK INTL Fund CL (OAKIX) (EIF) | $15,001 - $50,000 | Tax-Deferred | 2014 | ||
EIF Wells Fargo Advisors 401(k) ⇒ ROWE T PRICE mID CAP GROWTH FUND (RPmGX) (EIF) | $15,001 - $50,000 | Tax-Deferred | 2014 | ||
EIF Wells Fargo Advisors 401(k) ⇒ Rs INVT TR VALUE FD (RsVYX) (EIF) | $15,001 - $50,000 | Tax-Deferred | 2014 | ||
EIF Wells Fargo Advisors 401(k) ⇒ TCW FDs INC RELATIVE VALUE LRG CAP FD (TGDIX) (EIF) | $15,001 - $50,000 | Tax-Deferred | 2014 | ||
WABC Westamerica Bancorporation (WABC) | $15,001 - $50,000 | $201 - $1,000 | Dividends | 2014 | |
PVLY Premier Valley Bank (PVLY) | $15,001 - $50,000 | $1,001 - $2,500 | Dividends | 2014 | |
EIF Wells Fargo Advisors 401(k) ⇒ Aston Funds montag & Caldwell Growth (mCGIX) (EIF) | $15,001 - $50,000 | Tax-Deferred | 2014 | ||
EIF Wells Fargo Advisors 401(k) ⇒ Dreyfus Appreciation FD INC INVs sHs (DGAGX) (EIF) | $15,001 - $50,000 | Tax-Deferred | 2014 | ||
EIF Wells Fargo Advisors 401(k) ⇒ Gabelli Equity ser FD smL CAP GROWTH FUND CLAss (GACIX) (EIF) | $1,001 - $15,000 | Tax-Deferred | 2014 | ||
EIF Wells Fargo Advisors 401(k) ⇒ Oppenheimer INTL GRWTH FD CL Y sHs (OIGYX) (EIF) | $1,001 - $15,000 | Tax-Deferred | 2014 | ||
- Portuguese Fraternal society of America | $1,001 - $15,000 | $1 - $200 | Interest | 2014 | |
EIF Wells Fargo Advisors 401(k) ⇒ PImCO FDs PAC INVT mGmT sER-COmmODITY REAL RETURN sTRAT FD (PCRIX) (EIF) | $1,001 - $15,000 | Tax-Deferred | 2014 | ||
EIF Wells Fargo Advisors 401(k) ⇒ American Funds EuroPacific Growth Fund Class F-2 (AEPFX) (EIF) | $1,001 - $15,000 | Tax-Deferred | 2014 | ||
- Wells Fargo Bank | $1,001 - $15,000 | $1 - $200 | Interest | 2014 | |
EIF Wells Fargo Advisors 401(k) ⇒ T ROWE PRICE REAL EsT FUND (TRREX) (EIF) | $1,001 - $15,000 | Tax-Deferred | 2014 | ||
EIF Wells Fargo Advisors 401(k) ⇒ Goldman sachs TR FINL sQUARE TREAs INsTRs FD INsTL CL (FTIXX) (EIF) | $1,001 - $15,000 | Tax-Deferred | 2014 | ||
EIF Wells Fargo Advisors 401(k) ⇒ VOYA EQUITY TR smALL CAP OPPORTUNITIEs FD CL 1 (NsPIX) (EIF) | $1,001 - $15,000 | Tax-Deferred | 2014 | ||
k Wells Fargo Advisors 401(k) ⇒ JP morgan 100% Us Treasury securities | $1 - $1,000 | Tax-Deferred | 2014 | ||
- Congressional Federal Credit Union | None | Interest | 2014 | ||
EIF Wells Fargo Advisors 401(k) ⇒ Aston Funds Montag & Caldwell Growth (MCGIX) (EIF) | $25,000,001 - $50,000,000 | Tax-Deferred | 2013 | ||
- Costa Farms | $1,000,001 - $5,000,000 | $100,001 - $1,000,000 | Farm Income | 2013 | |
- Rental Home | $500,001 - $1,000,000 | $15,001 - $50,000 | Rent | 2013 | |
- Rental Home | $250,001 - $500,000 | $15,001 - $50,000 | Rent | 2013 | |
EIF Wells Fargo Advisors 401(k) ⇒ Janus INVT FD FLEXIBLE BD FD CLASS 1 (JFLEX) (EIF) | $15,001 - $50,000 | Tax-Deferred | 2013 | ||
EIF Wells Fargo Advisors 401(k) ⇒ RS INVT TR VALUE FD (RSVYX) (EIF) | $15,001 - $50,000 | Tax-Deferred | 2013 | ||
EIF Wells Fargo Advisors 401(k) ⇒ Harbor FD CAP APPRECIATION FD INSTL CL (HACAX) (EIF) | $15,001 - $50,000 | Tax-Deferred | 2013 | ||
EIF Wells Fargo Advisors 401(k) ⇒ TCW FDS INC RELATIVE VALUE LRG CAP FD (TGDIX) (EIF) | $15,001 - $50,000 | Tax-Deferred | 2013 | ||
EIF Wells Fargo Advisors 401(k) ⇒ Harris Assoc INVT TR OAKMARK INTL Fund CL (OAKIX) (EIF) | $15,001 - $50,000 | Tax-Deferred | 2013 | ||
- Wells Fargo Bank | $15,001 - $50,000 | $1 - $200 | Interest | 2013 | |
WABC Westamerica Bancorporation (WABC) | $15,001 - $50,000 | $201 - $1,000 | Dividends | 2013 | |
EIF Wells Fargo Advisors 401(k) ⇒ ROWE T PRICE MID CAP GROWTH FUND (RPMGX) (EIF) | $15,001 - $50,000 | Tax-Deferred | 2013 | ||
EIF Wells Fargo Advisors 401(k) ⇒ Lazard FD INC EMERGING MKTS PORT INSTL (LZEMX) (EIF) | $15,001 - $50,000 | Tax-Deferred | 2013 | ||
EIF Wells Fargo Advisors 401(k) ⇒ MFS SER TR 1 VALUE FD (MEIIX) (EIF) | $15,001 - $50,000 | Tax-Deferred | 2013 | ||
PVLY Premier Valley Bank (PVLY) | $15,001 - $50,000 | $201 - $1,000 | Dividends | 2013 | |
EIF Wells Fargo Advisors 401(k) ⇒ ING Equity TR SMALLCAP OPPORTUNITIES FD CL (NSPIX) (EIF) | $1,001 - $15,000 | Tax-Deferred | 2013 | ||
- Portuguese Fraternal Society of America | $1,001 - $15,000 | $1 - $200 | Interest | 2013 | |
EIF Wells Fargo Advisors 401(k) ⇒ Buffalo Small CAP FD (BUFSX) (EIF) | $1,001 - $15,000 | Tax-Deferred | 2013 | ||
EIF Wells Fargo Advisors 401(k) ⇒ Dreyfus Appreciation FD INC INVS SHS (DGAGX) (EIF) | $1,001 - $15,000 | Tax-Deferred | 2013 | ||
EIF Wells Fargo Advisors 401(k) ⇒ Franklin Value INVS TR SMALL CAP VALUE FD ADVISORS CL (FVADX) (EIF) | $1,001 - $15,000 | Tax-Deferred | 2013 | ||
EIF Wells Fargo Advisors 401(k) ⇒ Gabelli Equity Ser FD SML CAP GROWTH FUND CLASS (GACIX) (EIF) | $1,001 - $15,000 | Tax-Deferred | 2013 | ||
EIF Wells Fargo Advisors 401(k) ⇒ Goldman Sachs TR FINL SQUARE TREAS INSTRS FD INSTL CL (FTIXX) (EIF) | $1,001 - $15,000 | Tax-Deferred | 2013 | ||
- Congressional Federal Credit Union | $1,001 - $15,000 | $1 - $200 | Interest | 2013 | |
EIF Wells Fargo Advisors 401(k) ⇒ Oppenheimer DEV MKTS CL Y (ODVYX) (EIF) | $1,001 - $15,000 | Tax-Deferred | 2013 | ||
EIF Wells Fargo Advisors 401(k) ⇒ Oppenheimer INTL GRWTH FD CL Y SHS (OIGYX) (EIF) | $1,001 - $15,000 | Tax-Deferred | 2013 | ||
EIF Wells Fargo Advisors 401(k) ⇒ PIMCO FDS PAC INVT MGMT SER TOTAL RETURN FD (PTTRX) (EIF) | $1,001 - $15,000 | Tax-Deferred | 2013 | ||
EIF Wells Fargo Advisors 401(k) ⇒ PIMCO FDS PAC INVT MGMT SER-COMMODITY REAL RETURN STRAT FD (PCRIX) (EIF) | $1,001 - $15,000 | Tax-Deferred | 2013 | ||
EIF Wells Fargo Advisors 401(k) ⇒ T ROWE PRICE REAL EST FUND (TRREX) (EIF) | $1,001 - $15,000 | Tax-Deferred | 2013 | ||
EIF Wells Fargo Advisors 401(k) ⇒ THORNBURG INTL VALUE INTERNATIONAL VALUE FUND (TGVIX) (EIF) | $1,001 - $15,000 | Tax-Deferred | 2013 |
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