—
Net Worth Est.
$1.47MTrade volume
$0Total trades
-----Last Traded
----Real Property
$750K
Mutual Funds
$659.52K
Bank Accounts, Money Market Accounts and CDs
$40K
IRA (Held in Cash)
$8K
Stocks
$8K
Ticker | Amount | Owner | Income | Income Type | Filing Year |
|---|---|---|---|---|---|
![Estate of Clyde Oden, Sr.-Rental Property in San Diego, CA [RP]](https://quiver-logos.s3.us-east-2.amazonaws.com/placeholder_white.png){kind=small} - Estate of Clyde Oden, Sr.-Rental Property in San Diego, CA [RP]Real Property | $250,001 - $500,000 | SP | $1 - $200 | Rent | 2023 |
- Estate of Clyde Oden, Sr.-Rental Property in Pahrump, NV [RP]Real Property | $250,001 - $500,000 | SP | $5,001 - $15,000 | Capital Gains | 2023 |
- Lincoln Plus Choice Assurance [MF]Mutual Funds | $100,001 - $250,000 | SP | 2023 | ||
- PIMCO Short Term 12 [MF]Mutual Funds | $15,001 - $50,000 | SP | $201 - $1,000 | Capital Gains | 2023 |
- Blackrock National Municipal Fund [MF]Mutual Funds | $15,001 - $50,000 | SP | $201 - $1,000 | Capital Gains | 2023 |
- Domini Impact International Equity Y [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2023 | ||
DSBIX Domini Impact Bond Fund (DSBIX) [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2023 | ||
- RBC Impact Bond I [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2023 | ||
- CCM Community Impact Bond Fund CRANX) [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2023 | ||
- Columbia Dividend Income Fund Institutional Class [MF]Mutual Funds | $1,001 - $15,000 | SP | $201 - $1,000 | Capital Gains | 2023 |
- Congressional Federal Credit Union Checking and Savings [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | 2023 | |||
- East West Bank Accounts, Oakland, CA [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | 2023 | |||
- Edgewood Growth Fund Class Institutional [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
- EV Income Fund of Boston [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2023 | |
- Eventide Global Div Opportunities I [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
- First Affirmative Balanced Income Fossil Fuel Free [IH]IRA (Held in Cash) | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
GCEQX Green Century Equity Fund (GCEQX) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
HTA Healthcare Trust of America, Inc. Class A (HTA) [ST]Stocks | $1,001 - $15,000 | 2023 | |||
PGINX Impax Global Environmental Markets Fund Institutional Class (PGINX) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
- Invesco Conservative Inc. Inst. [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
- JP Morgan Value Advantage Fund-I [MF]Mutual Funds | $1,001 - $15,000 | SP | $201 - $1,000 | Capital Gains, Dividends | 2023 |
- Lazard International Strategic Equity Portfolio International Shares [MF]Mutual Funds | $1,001 - $15,000 | SP | $1 - $200 | Dividends | 2023 |
- Loomis Sayles Growth Fund Class Y [MF]Mutual Funds | $1,001 - $15,000 | SP | $201 - $1,000 | Capital Gains | 2023 |
THIIX Thornburg Limited Term Income (THIIX) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
- Aberdeen U.S. Small Cap Equity [MF]Mutual Funds | $1,001 - $15,000 | SP | $1 - $200 | Capital Gains | 2023 |
- Bank of America Checking & Savings Accounts [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | JT | 2023 | ||
- Blackrock Inflation Protected Bond Fund [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2023 | |
- BNY Mellon International Stock Fund I [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2023 | |
- Brown Advisory Sustainable Growth Fund [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
- Calvert Global Energy Solution Fund [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
CFWIX Calvert Global Water Fund Class I (CFWIX) [MF]Mutual Funds | $1,001 - $15,000 | Dividends | 2023 | ||
- Charles Schwab Checking and Money Market Accounts [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | 2023 | |||
WIGRX Wasatch Core Growth Institutional (WIGRX) [MF]Mutual Funds | $1,001 - $15,000 | $1 - $200 | Capital Gains | 2023 | |
- Acorns [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | 2023 | |||
- AAMA Equity Fund [MF]Mutual Funds | $1,001 - $15,000 | $1 - $200 | Capital Gains | 2023 | |
ESGYX Mirova Global Sustainable Equity Y (ESGYX) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
PRILX Parnassus Core Equity Institutional (PRILX) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
PFPWX Parnassus Endeavor Fund Institutional (PFPWX) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
PARNX Parnassus Fund (PARNX) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
- Pax Large Cap Fund Institutional [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
- Pear Tree Polaris Foreign Value Fund [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2023 | |
PTIAX Performance Trust Strategic Bond Fund (PTIAX) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
MIIIX Praxis Impact Bond Fund Class I (MIIIX) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
- RBC Emerging Markets Equity Cls I [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
- Shelton FDS Green Alpha Fund [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
STBJX Sierra Tactical Bond Institutional (STBJX) [MF]Mutual Funds | $1,001 - $15,000 | $1 - $200 | Capital Gains | 2023 | |
- Thornburg Better World International [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
TIREX TIAA Real Estate Instl (TIREX) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
PORIX Trillium ESG Global Equity Fund (Previously Portfolio 21 Institutional Fund) (PORIX) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
VFIUX Vanguard Interm Term Treasury Admiral (VFIUX) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
VFIRX Vanguard Short-Term Treasurt Admiral (VFIRX) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
AWTIX Virtus AllianzGI Fund (AWTIX) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
- Matthews Asia Japan Fund Investor Class [MF]Mutual Funds | $1 - $1,000 | SP | $201 - $1,000 | Capital Gains | 2023 |
- Cohen & Steers Realty [MF]Mutual Funds | $1 - $1,000 | Capital Gains | 2023 | ||
- EV Atlanta Capital-SMUD Cap Fund I [MF]Mutual Funds | $1 - $1,000 | SP | Tax-Deferred | 2023 | |
- Estate of Clyde Oden, Sr.-Rental Property in San Diego, CA [RP]Real Property | $250,001 - $500,000 | SP | $1 - $200 | Rent | 2022 |
- Estate of Clyde Oden, Sr.-Rental Property in Pahrump, NV [RP]Real Property | $250,001 - $500,000 | SP | $5,001 - $15,000 | Capital Gains | 2022 |
- Lincoln Plus Choice Assurance [MF]Mutual Funds | $100,001 - $250,000 | SP | 2022 | ||
- PIMCO Short Term 12 [MF]Mutual Funds | $15,001 - $50,000 | SP | $201 - $1,000 | Capital Gains | 2022 |
DOMYX Domini Impact International Equity Y (DOMYX) [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2022 | ||
- Congressional Federal Credit Union Checking and Savings [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | 2022 | |||
DSBIX Domini Impact Bond Fund (DSBIX) [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2022 | ||
- Blackrock National Municipal Fund [MF]Mutual Funds | $15,001 - $50,000 | SP | $201 - $1,000 | Capital Gains | 2022 |
RIBIX RBC Impact Bond I (RIBIX) [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2022 | ||
- CCM Community Impact Bond Fund CRANX) [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2022 | ||
- Shelton FDS Green Alpha Fund [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2022 | ||
ESGYX Mirova Global Sustainable Equity Y (ESGYX) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2022 | ||
PRILX Parnassus Core Equity Institutional (PRILX) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2022 | ||
PFPWX Parnassus Endeavor Fund Institutional (PFPWX) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2022 | ||
PARNX Parnassus Fund (PARNX) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2022 | ||
PXLIX Pax Large Cap Fund Institutional (PXLIX) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2022 | ||
PGINX PAX World Global Green Institutional Class (PGINX) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2022 | ||
- Pear Tree Polaris Foreign Value Fund [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2022 | |
PTIAX Performance Trust Strategic Bond Fund (PTIAX) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2022 | ||
MIIIX Praxis Impact Bond Fund Class I (MIIIX) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2022 | ||
REEIX RBC Emerging Markets Equity Cls I (REEIX) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2022 | ||
STBJX Sierra Tactical Bond Institutional (STBJX) [MF]Mutual Funds | $1,001 - $15,000 | $1 - $200 | Capital Gains | 2022 | |
TBWIX Thornburg Better World International (TBWIX) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2022 | ||
THIIX Thornburg Limited Term Income (THIIX) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2022 | ||
TIREX TIAA Real Estate Instl (TIREX) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2022 | ||
PORIX Trillium ESG Global Equity Fund (Previously Portfolio 21 Institutional Fund) (PORIX) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2022 | ||
VFIUX Vanguard Interm Term Treasury Admiral (VFIUX) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2022 | ||
VFIRX Vanguard Short-Term Treasurt Admiral (VFIRX) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2022 | ||
AWTIX Virtus AllianzGI Fund (AWTIX) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2022 | ||
WIGRX Wasatch Core Growth Institutional (WIGRX) [MF]Mutual Funds | $1,001 - $15,000 | $1 - $200 | Capital Gains | 2022 | |
HTA Healthcare Trust of America, Inc. Class A (HTA) [ST]Stocks | $1,001 - $15,000 | 2022 | |||
- Bank of America Checking & Savings Accounts [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | JT | 2022 | ||
- Blackrock Inflation Protected Bond Fund [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2022 | |
- Calvert Global Energy Solution Fund [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2022 | ||
- First Affirmative Balanced Income Fossil Fuel Free [IH]IRA (Held in Cash) | $1,001 - $15,000 | Tax-Deferred | 2022 | ||
- AAMA Equity Fund [MF]Mutual Funds | $1,001 - $15,000 | $1 - $200 | Capital Gains | 2022 | |
- Aberdeen U.S. Small Cap Equity [MF]Mutual Funds | $1,001 - $15,000 | SP | $1 - $200 | Capital Gains | 2022 |
- Acorns [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | 2022 | |||
- BNY Mellon International Stock Fund I [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2022 | |
- Charles Schwab Checking and Money Market Accounts [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | 2022 | |||
- Columbia Dividend Income Fund Institutional Class [MF]Mutual Funds | $1,001 - $15,000 | SP | $201 - $1,000 | Capital Gains | 2022 |
- Brown Advisory Sustainable Growth Fund [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2022 | ||
- East West Bank Accounts, Oakland, CA [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | 2022 | |||
- Edgewood Growth Fund Class Institutional [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2022 | ||
- EV Income Fund of Boston [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2022 | |
- Eventide Global Div Opportunities I [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2022 | ||
- Loomis Sayles Growth Fund Class Y [MF]Mutual Funds | $1,001 - $15,000 | SP | $201 - $1,000 | Capital Gains | 2022 |
GCEQX Green Century Equity Fund (GCEQX) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2022 | ||
- Invesco Conservative Inc. Inst. [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2022 | ||
- JP Morgan Value Advantage Fund-I [MF]Mutual Funds | $1,001 - $15,000 | SP | $201 - $1,000 | Capital Gains, Dividends | 2022 |
- Lazard International Strategic Equity Portfolio International Shares [MF]Mutual Funds | $1,001 - $15,000 | SP | $1 - $200 | Dividends | 2022 |
CSRSX Cohen & Steers Realty (CSRSX) [MF]Mutual Funds | $1 - $1,000 | $1 - $200 | Capital Gains | 2022 | |
- Matthews Asia Japan Fund Investor Class [MF]Mutual Funds | $1 - $1,000 | SP | $201 - $1,000 | Capital Gains | 2022 |
- EV Atlanta Capital-SMUD Cap Fund I [MF]Mutual Funds | $1 - $1,000 | SP | Tax-Deferred | 2022 | |
- Estate of Clyde Oden, Sr.-Rental Property in Pahrump, NV [RP]Real Property | $250,001 - $500,000 | SP | $1 - $200 | Rent | 2021 |
- Estate of Clyde Oden, Sr.-Rental Property in San Diego, CA [RP]Real Property | $250,001 - $500,000 | SP | $1 - $200 | Rent | 2021 |
- Lincoln Choice Plus Assurance Bonus [MF]Mutual Funds | $100,001 - $250,000 | SP | Tax-Deferred | 2021 | |
- Blackrock National Municipal Fund [MF]Mutual Funds | $50,001 - $100,000 | SP | Tax-Deferred | 2021 | |
CRANX CRA Qualified Investment Institutional Class (CRANX) [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2021 | ||
DOMYX Domini Impact International Equity Y (DOMYX) [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2021 | ||
DSBIX Domini Impact Bond Fund (DSBIX) [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2021 | ||
- PIMCO Short Term 12 [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2021 | |
RIBIX RBC Impact Bond I (RIBIX) [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2021 | ||
- Congressional Federal Credit Union Checking and Savings [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | 2021 | |||
- Hartford Schroder Emerging Markets Equity Class Fund I [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2021 | |
HTA Healthcare Trust of America, Inc. Class A (HTA) [ST]Stocks | $1,001 - $15,000 | 2021 | |||
- Invesco Conservative Inc. Inst. [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2021 | ||
- Invesco Developing Markets [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2021 | |
- JP Morgan Value Advantage Fund-I [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2021 | |
- Lazard International Strategic Equity Portfolio International Shares [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2021 | |
PARNX Parnassus Fund (PARNX) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2021 | ||
PXLIX Pax Large Cap Fund Institutional (PXLIX) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2021 | ||
PGINX PAX World Global Green Institutional Class (PGINX) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2021 | ||
- Pear Tree Polaris Foreign Value Fund [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2021 | |
PTIAX Performance Trust Strategic Bond Fund (PTIAX) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2021 | ||
MIIIX Praxis Impact Bond Fund Class I (MIIIX) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2021 | ||
- Aberdeen U.S. Small Cap Equity [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2021 | |
- Loomis Sayles Growth Fund Class Y [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2021 | |
- Matthews Asia Japan Fund Investor Class [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2021 | |
- Merrill Lynch [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2021 | |
- Columbia Dividend Income Fund Institutional Class [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2021 | |
- East West Bank Accounts, Oakland, CA [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | 2021 | |||
- Edgewood Growth Fund Class Institutional [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2021 | ||
- EV Atlanta Capital-SMUD Cap Fund I [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2021 | |
- EV Income Fund of Boston [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2021 | |
- Eventide Global Div Opportunities I [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2021 | ||
- First Affirmative Balanced Income Fossil Fuel Free [IH]IRA (Held in Cash) | $1,001 - $15,000 | Tax-Deferred | 2021 | ||
PORIX Trillium ESG Global Equity Fund (Previously Portfolio 21 Institutional Fund) (PORIX) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2021 | ||
ESGYX Mirova Global Sustainable Equity Y (ESGYX) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2021 | ||
PRILX Parnassus Core Equity Institutional (PRILX) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2021 | ||
PFPWX Parnassus Endeavor Fund Institutional (PFPWX) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2021 | ||
REEIX RBC Emerging Markets Equity Cls I (REEIX) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2021 | ||
STBJX Sierra Tactical Bond Institutional (STBJX) [MF]Mutual Funds | $1,001 - $15,000 | $1 - $200 | Capital Gains | 2021 | |
TBWIX Thornburg Better World International (TBWIX) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2021 | ||
THIIX Thornburg Limited Term Income (THIIX) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2021 | ||
VFIUX Vanguard Interm Term Treasury Admiral (VFIUX) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2021 | ||
VFIRX Vanguard Short-Term Treasurt Admiral (VFIRX) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2021 | ||
- Wells Fargo Short-term Municipal Bond Fund Institutional Class [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2021 | |
- T. Rowe Price Emerging Markets Equity Fund [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2021 | |
- Bank of America Checking & Savings Accounts [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | JT | 2021 | ||
- Blackrock Inflation Protected Bond Fund [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2021 | |
- BNY Mellon International Stock Fund I [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2021 | |
- Brown Advisory Sustainable Growth Fund [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2021 | ||
- Calvert Global Energy Solution Fund [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2021 | ||
- Charles Schwab Checking and Money Market Accounts [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | 2021 | |||
GCEQX Green Century Equity Fund (GCEQX) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2021 | ||
- AAMA Equity Fund [MF]Mutual Funds | $1,001 - $15,000 | $1 - $200 | Capital Gains | 2021 | |
- Hartford Mid Cap [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2021 | |
- Acorns [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | 2021 | |||
- Shelton FDS Green Alpha Fund [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2021 | ||
TIREX TIAA Real Estate Instl (TIREX) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2021 | ||
AWTIX Virtus AllianzGI Fund (AWTIX) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2021 | ||
WIGRX Wasatch Core Growth Institutional (WIGRX) [MF]Mutual Funds | $1,001 - $15,000 | $1 - $200 | Capital Gains | 2021 | |
CSRSX Cohen & Steers Realty (CSRSX) [MF]Mutual Funds | $1 - $1,000 | $1 - $200 | Capital Gains | 2021 | |
- Estate of Clyde Oden, Sr.-Rental Property in Pahrump, NV [RP]Real Property | $250,001 - $500,000 | SP | $1 - $200 | Rent | 2020 |
- Estate of Clyde Oden, Sr.-Rental Property in San Diego, CA [RP]Real Property | $250,001 - $500,000 | SP | $1 - $200 | Rent | 2020 |
- Blackrock National Municipal Fund [MF]Mutual Funds | $50,001 - $100,000 | SP | Tax-Deferred | 2020 | |
- Wells Fargo Short-term Municipal Bond Fund Institutional Class [MF]Mutual Funds | $50,001 - $100,000 | SP | Tax-Deferred | 2020 | |
- PIMCO Short Term 12 [MF]Mutual Funds | $50,001 - $100,000 | SP | Tax-Deferred | 2020 | |
- Congressional Federal Credit Union Checking and Savings [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | 2020 | |||
I Calvert Green Bond Bond (I) [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2020 | ||
- Invesco Conservative Income Fund Institutional Class [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2020 | |
ACCSX Access Capital Community Investment Fund (I)(ACCSX) [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2020 | ||
CRANX CRA Qualified Investment Institutional Class (CRANX) [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2020 | ||
- Delaware Value Fund Institutional Class [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2020 | |
- East West Bank Accounts, Oakland, CA [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | 2020 | |||
- EV Income Fund of Boston [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2020 | |
- First Affirmative Balanced Income Fossil Fuel Free [IH]IRA (Held in Cash) | $1,001 - $15,000 | Tax-Deferred | 2020 | ||
GCBLX Green Century Balanced Fund (GCBLX) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2020 | ||
- Harding Loevner International Equity Portfolio Institutional Class [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2020 | |
HTA Healthcare Trust of America, Inc. Class A (HTA) [ST]Stocks | $1,001 - $15,000 | 2020 | |||
- JP Morgan Value Advantage Fund-I [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2020 | |
- Lazard International Strategic Equity Portfolio International Shares [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2020 | |
- Loomis Sayles Growth Fund Class Y [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2020 | |
- Matthews Asia Japan Fund Investor Class [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2020 | |
- Merrill Lynch [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2020 | |
PARWX Parnassus Endeavor Fund (PARWX) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2020 | ||
PARNX Parnassus Fund (PARNX) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2020 | ||
PXLIX Pax Large Cap Fund Institutional (PXLIX) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2020 | ||
PGINX PAX World Global Green Institutional Class (PGINX) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2020 | ||
- PIMCO International Bond Fund (US Dollar Hedged) [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2020 | |
PORIX Portfolio 21 Institutional Fund (PORIX) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2020 | ||
MIIIX Praxis Impact Bond Fund Class I (MIIIX) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2020 | ||
- Shelton FDS Green Alpha Fund [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2020 | ||
- T. Rowe Price Blue Chip Growth Fund [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2020 | |
- T. Rowe Price Emerging Markets Equity Fund [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2020 | |
TIREX TIAA Real Estate Instl (TIREX) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2020 | ||
- Wells Fargo Special Mid Cap Value Fund [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2020 | |
- Hartford Mid Cap [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2020 | |
GCEQX Green Century Equity Fund (GCEQX) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2020 | ||
- 1919 Socially Responsive Balanced Fund Class [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2020 | ||
- Acorns [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | 2020 | |||
- Bank of America Checking & Savings Accounts [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | JT | 2020 | ||
- Blackrock Inflation Protected Bond Fund [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2020 | |
- Brown Advisory Sustainable Growth Fund [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2020 | ||
I Calvert Global Energy Solutions Fund (I) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2020 | ||
I Calvert Global Water Fund Class (I) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2020 | ||
- Charles Schwab Checking and Money Market Accounts [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | 2020 | |||
- Delaware Investments Small Cap Value Institutional Class [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2020 | |
- Wells Fargo Emerging Markets Equity Income Fund [MF]Mutual Funds | $1 - $1,000 | SP | Tax-Deferred | 2020 | |
I Calvert Green Bond Fund (I) [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2019 | ||
CRANX CRA Qualified Investment Institutional Class (CRANX) [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2019 | ||
- Congressional Federal Credit Union (Formerly Wright Patman Congressional Credit Union) Checking and [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | 2019 | |||
ACCSX Access Capital Community Investment Fund (I)(ACCSX) [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2019 | ||
- 1919 Socially Responsive Balanced Fund Class [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2019 | ||
PARNX Parnassus Fund (PARNX) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2019 | ||
- Charles Schwab Checking and Money Market Accounts [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | $1 - $200 | Interest | 2019 | |
I Calvert Global Energy Solutions Fund (I) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2019 | ||
- East West Bank Accounts, Oakland, CA [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | $1 - $200 | Interest | 2019 | |
GCBLX Green Century Balanced Fund (GCBLX) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2019 | ||
HTA Healthcare Trust of America, Inc. Class A (HTA) [ST]Stocks | $1,001 - $15,000 | $1 - $200 | Capital Gains | 2019 | |
PARWX Parnassus Endeavor Fund (PARWX) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2019 | ||
- Brown Advisory Sustainable Growth Fund [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2019 | ||
GCEQX Green Century Equity Fund (GCEQX) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2019 | ||
I Calvert Global Water Fund Class (I) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2019 | ||
PGINX PAX World Global Green Institutional Class (PGINX) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2019 | ||
PORIX Portfolio 21 Institutional Fund (PORIX) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2019 | ||
MIIIX Praxis Impact Bond Fund Class I (MIIIX) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2019 | ||
- Shelton FDS Green Alpha Fund [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2019 | ||
- Wells Fargo Bank Checking Account [BA]Bank Accounts, Money Market Accounts and CDs | $1 - $1,000 | 2019 | |||
- AIG Polaris Choice IV Variable Annuity (formerly SunAmerica) ⇒ SA American Funds VCP Managed Allocation [OT]Other | None | 2019 | |||
- Book contract with Rowman & Littlefield Publishers, Inc. (Approved by Committee) [OT]Other | Undetermined | 2019 | |||
- AIG Polaris Choice IV Variable Annuity (formerly SunAmerica) ⇒ SA T. Rowe Price VCP Balanced [OT]Other | None | 2019 | |||
- AIG Polaris Choice IV Variable Annuity (formerly SunAmerica) ⇒ SA PIMCO VCP Tactical Balanced Portfolio [OT]Other | None | 2019 | |||
- AIG Polaris Choice IV Variable Annuity (formerly SunAmerica) ⇒ SA American Funds VCP Managed Allocation [OT]Other | $50,001 - $100,000 | Tax-Deferred | 2018 | ||
- AIG Polaris Choice IV Variable Annuity (formerly SunAmerica) ⇒ SA PIMCO VCP Tactical Balanced Portfolio [OT]Other | $50,001 - $100,000 | Tax-Deferred | 2018 | ||
- AIG Polaris Choice IV Variable Annuity (formerly SunAmerica) ⇒ SA T. Rowe Price VCP Balanced [OT]Other | $50,001 - $100,000 | Tax-Deferred | 2018 | ||
- Wright-Patman Congressional Credit Union Checking and Savings Accounts [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | 2018 | |||
- Charles Schwab Checking and Money Market Accounts [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | $1 - $200 | Interest | 2018 | |
- East West Bank Accounts, Oakland, CA [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | $1 - $200 | Interest | 2018 | |
HTA Healthcare Trust of America, Inc. Class A (HTA) [ST]Stocks | $1,001 - $15,000 | $1 - $200 | Capital Gains | 2018 | |
- Wells Fargo Bank Checking Account [BA]Bank Accounts, Money Market Accounts and CDs | $1 - $1,000 | 2018 | |||
- Met Life Variable Annuity Fund ⇒ Goldman Sachs Mid Cap Value Portfolio [OT]Other | None | 2018 | |||
- Met Life Variable Annuity Fund ⇒ American Funds Growth Portfolio [OT]Other | None | 2018 | |||
- Met Life Variable Annuity Fund ⇒ Clearbridge Aggressive Growth Portfolio [OT]Other | None | 2018 | |||
- Book contract with Rowman & Littlefield Publishers, Inc. (Approved by Committee) [OT]Other | Undetermined | 2018 | |||
- Met Life Variable Annuity Fund ⇒ Met Life Annuity Fund General Account [OT]Other | None | 2018 | |||
- Met Life Variable Annuity Fund ⇒ Met Life Asset Allocation 100 Portfolio [OT]Other | None | 2018 | |||
- Met Life Variable Annuity Fund ⇒ Invesco Small Cap Growth Portfolio [OT]Other | None | 2018 | |||
- AIG Polaris Choice IV Variable Annuity (formerly SunAmerica) ⇒ SunAmerica Dynamic Allocation Portfolio [OT]Other | $50,001 - $100,000 | 2017 | |||
- AIG Polaris Choice IV Variable Annuity (formerly SunAmerica) ⇒ SunAmerican Dynamic Strategy Portfolio [OT]Other | $50,001 - $100,000 | 2017 | |||
- AIG Polaris Choice IV Variable Annuity (formerly SunAmerica) ⇒ Sun America Secure Value Account [OT]Other | $15,001 - $50,000 | 2017 | |||
HTA Healthcare Trust of America, Inc. Class A (HTA) [ST]Stocks | $1,001 - $15,000 | 2017 | |||
- Charles Schwab Checking and Money Market Accounts [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | $1 - $200 | Interest | 2017 | |
- East West Bank Accounts, Oakland, CA [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | $1 - $200 | Interest | 2017 | |
- Met Life Variable Annuity Fund ⇒ American Funds Growth Portfoilio [OT]Other | $1,001 - $15,000 | 2017 | |||
- Met Life Variable Annuity Fund ⇒ Clearbridge Aggressive Growth Portfolio [OT]Other | $1,001 - $15,000 | 2017 | |||
- Met Life Variable Annuity Fund ⇒ Goldman Sachs Mid Cap Value Portfolio [OT]Other | $1,001 - $15,000 | 2017 | |||
- Met Life Variable Annuity Fund ⇒ Invesco Small Cap Growth Portfolio [OT]Other | $1,001 - $15,000 | 2017 | |||
- Met Life Variable Annuity Fund ⇒ Met Life Annuity Fund General Account [OT]Other | $1,001 - $15,000 | 2017 | |||
- Met Life Variable Annuity Fund ⇒ Met Life Asset Allocation 100 Portfolio [OT]Other | $1,001 - $15,000 | 2017 | |||
- Wells Fargo Bank Checking Account [BA]Bank Accounts, Money Market Accounts and CDs | $1 - $1,000 | 2017 | |||
- Wright-Patman Congressional Credit Union Checking and Savings Accounts [BA]Bank Accounts, Money Market Accounts and CDs | $1 - $1,000 | 2017 | |||
- Fidelity SEP IRA ⇒ Delaware SMID Cap Growth Class C Fund [OT]Other | None | 2017 | |||
- Fidelity SEP IRA ⇒ Fidelity Freedom 2020 Fund [OT]Other | None | 2017 | |||
- Fidelity SEP IRA ⇒ Mass Investors Growth Fund [OT]Other | None | 2017 | |||
- Book contract with Rowman & Littlefield Publishers, Inc. (Approved by Committee) [OT]Other | Undetermined | 2017 | |||
- AIG Polaris Choice IV Variable Annuity (formerly SunAmerica) ⇒ SunAmerica Dynamic Allocation Portfolio | $50,001 - $100,000 | 2016 | |||
- AIG Polaris Choice IV Variable Annuity (formerly SunAmerica) ⇒ SunAmerican Dynamic Strategy Portfolio | $50,001 - $100,000 | 2016 | |||
- AIG Polaris Choice IV Variable Annuity (formerly SunAmerica) ⇒ Sun America Secure Value Account | $15,001 - $50,000 | 2016 | |||
- Met Life Variable Annuity Fund ⇒ Met Life Annuity Fund General Account | $15,001 - $50,000 | 2016 | |||
- Charles Schwab Checking and Money Market Accounts | $1,001 - $15,000 | $1 - $200 | Interest | 2016 | |
- Met Life Variable Annuity Fund ⇒ Invesco Small Cap Growth Portfolio | $1,001 - $15,000 | 2016 | |||
- East West Bank Accounts, Oakland, | $1,001 - $15,000 | CA | $1 - $200 | Interest | 2016 |
- Met Life Variable Annuity Fund ⇒ MetLife Asset Allocation 100 Portfolio | $1,001 - $15,000 | 2016 | |||
- Wells Fargo Bank Checking Account | $1,001 - $15,000 | 2016 | |||
- Fidelity SEP IRA ⇒ Fidelity Freedom 2020 Fund | $1,001 - $15,000 | 2016 | |||
- Healthcare Trust of America, Inc. | $1,001 - $15,000 | $201 - $1,000 | Dividends | 2016 | |
- Met Life Variable Annuity Fund ⇒ American Funds Growth Portfolio | $1,001 - $15,000 | 2016 | |||
- Met Life Variable Annuity Fund ⇒ Clearbridge Aggressive Growth Portfolio | $1,001 - $15,000 | 2016 | |||
- Met Life Variable Annuity Fund ⇒ Goldman Sachs Mid Cap Value Portfolio | $1,001 - $15,000 | 2016 | |||
- Fidelity SEP IRA ⇒ Delaware SMID Cap Growth Class C Fund | $1 - $1,000 | 2016 | |||
- Fidelity SEP IRA ⇒ Mass Investors Growth Fund | $1 - $1,000 | 2016 | |||
- Wright-Patman Congressional Credit Union Checking and Savings Accounts | $1 - $1,000 | 2016 | |||
- Book contract with Rowman & Littlefield Publishers, Inc. (Approved by Committee.) | Undetermined | 2016 | |||
- AIG Polaris Choice IV Variable Annuity (formerly SunAmerica) ⇒ SunAmerica Dynamic Allocation Portfolio | $50,001 - $100,000 | 2015 | |||
- AIG Polaris Choice IV Variable Annuity (formerly SunAmerica) ⇒ SunAmerica Dynamic Strategy Portfolio | $50,001 - $100,000 | 2015 | |||
- AIG Polaris Choice IV Variable Annuity (formerly SunAmerica) ⇒ Sun America Secure Value Account | $15,001 - $50,000 | 2015 | |||
- Met Life Variable Annuity Fund ⇒ Met Life Annuity Fund General Account | $15,001 - $50,000 | 2015 | |||
- Met Life Variable Annuity Fund ⇒ Metlife Asset Allocation 100 Portfolio | $1,001 - $15,000 | 2015 | |||
- Met Life Variable Annuity Fund ⇒ American Funds Growth Portfolio | $1,001 - $15,000 | 2015 | |||
- East West Bank Accounts, Oakland, | $1,001 - $15,000 | CA | $1 - $200 | Interest | 2015 |
- Charles Schwab Checking and Money Market Accounts | $1,001 - $15,000 | $1 - $200 | Interest | 2015 | |
- Met Life Variable Annuity Fund ⇒ Clearbridge Aggressive Growth Portfolio | $1,001 - $15,000 | 2015 | |||
- Met Life Variable Annuity Fund ⇒ Goldman Sachs Mid Cap Value Portfolio | $1,001 - $15,000 | 2015 | |||
- Met Life Variable Annuity Fund ⇒ Invesco Small Cap Growth Portfolio | $1,001 - $15,000 | 2015 | |||
- Wright-Patman Congressional Credit Union Checking and Savings Accounts | $1 - $1,000 | 2015 | |||
- Fidelity SEP IRA ⇒ Delaware SMID Cap Growth Class C Fund | $1 - $1,000 | $1 - $200 | Dividends | 2015 | |
- Fidelity SEP IRA ⇒ Fidelity Freedom 2020 Fund | $1 - $1,000 | $1 - $200 | Dividends | 2015 | |
- Fidelity SEP IRA ⇒ Mass Investors Growth Fund | $1 - $1,000 | $1 - $200 | Dividends | 2015 | |
- Franklin Templeton Franklin Money Fund Class A | None | 2015 | |||
- Book contract with Rowman & Littlefield Publishers, Inc. (Approved by Committee) | Undetermined | 2015 | |||
- Met Life Variable Annuity Fund ⇒ Pyramis Government Income Portfolio | None | 2015 | |||
- ARC Healthcare Trust, Inc. (acquired by Ventas 1/2015) | None | $5,001 - $15,000 | Capital Gains, Dividends | 2015 | |
- AIG Polaris Choice IV Variable Annuity (formerly SunAmerica) ⇒ SunAmerica Dynamic Allocation Portfolio | $100,001 - $250,000 | 2014 | |||
- AIG Polaris Choice IV Variable Annuity (formerly SunAmerica) ⇒ SunAmerica Dynamic Strategy Portfolio | $100,001 - $250,000 | 2014 | |||
- AIG Polaris Choice IV Variable Annuity (formerly SunAmerica) ⇒ Sun America Secure Value Account | $50,001 - $100,000 | Dividends | 2014 | ||
- Met Life Variable Annuity Fund ⇒ Clearbridge Aggressive Growth Portfolio | $15,001 - $50,000 | 2014 | |||
- Met Life Variable Annuity Fund ⇒ Metlife Asset Allocation 100 Portfolio | $15,001 - $50,000 | 2014 | |||
- Met Life Variable Annuity Fund ⇒ Pyramis Government Income Portfolio | $15,001 - $50,000 | 2014 | |||
- Met Life Variable Annuity Fund ⇒ American Funds Growth Portfolio | $15,001 - $50,000 | 2014 | |||
- Met Life Variable Annuity Fund ⇒ Goldman Sachs Mid Cap Value Portfolio | $15,001 - $50,000 | 2014 | |||
- ARC Healthcare Trust, Inc. | $15,001 - $50,000 | $1,001 - $2,500 | Dividends | 2014 | |
- Met Life Variable Annuity Fund ⇒ Invesco Small Cap Growth Portfolio | $15,001 - $50,000 | 2014 | |||
- Wells Fargo Checking Account | $1,001 - $15,000 | $1 - $200 | Interest | 2014 | |
- Bank of America Checking Account | $1,001 - $15,000 | 2014 | |||
- East West Bank Accounts, Oakland, | $1,001 - $15,000 | CA | $1 - $200 | Interest | 2014 |
- Federated Capital Reserves Money Market Account | $1,001 - $15,000 | $1 - $200 | Interest | 2014 | |
- Franklin Templeton Franklin Money Fund Class A | $1,001 - $15,000 | 2014 | |||
- Charles Schwab Money Market Account | $1 - $1,000 | $1 - $200 | Interest | 2014 | |
- Fidelity SEP IRA ⇒ Delaware SMID Cap Growth Class C Fund | $1 - $1,000 | $1 - $200 | Dividends | 2014 | |
- Fidelity SEP IRA ⇒ Fidelity Freedom 2020 Fund | $1 - $1,000 | $1 - $200 | Dividends | 2014 | |
- Fidelity SEP IRA ⇒ Mass Investors Growth Fund | $1 - $1,000 | $1 - $200 | Dividends | 2014 | |
- Wright-Patman Congressional Credit Union Checking and Savings Accounts | $1 - $1,000 | Interest | 2014 | ||
- Met Life Variable Annuity Fund ⇒ T. Rowe Price Large Cap Growth Portfolio | None | 2014 | |||
- Met Life Variable Annuity Fund ⇒ Met Life Growth Strategy Portfolio | None | 2014 | |||
- Met Life Variable Annuity Fund ⇒ Met/Franklin Low Duration Total Return Fund | None | $201 - $1,000 | Capital Gains | 2014 | |
- Met Life Variable Annuity Fund ⇒ Franklin California Tax-Free Income Fund | None | $1 - $200 | Interest | 2014 | |
- Book contract with Rowman & Littlefield Publishers, Inc. (Approved by Committee) | Undetermined | 2014 | |||
- Met Life Variable Annuity Fund ⇒ Vanguard Inflation Protected Securities Fund | None | $1 - $200 | Capital Gains, Dividends | 2014 | |
- AIG Polaris Choice IV Variable Annuity (formerly SunAmerica) ⇒ SunAmerica Dynamic Allocation Portfolio | $100,001 - $250,000 | 2013 | |||
- AIG Polaris Choice IV Variable Annuity (formerly SunAmerica) ⇒ SunAmerica Dynamic Strategy Portfolio | $100,001 - $250,000 | 2013 | |||
- Met Life Variable Annuity Fund ⇒ Met/Franklin Low Duration Total Return Fund | $50,001 - $100,000 | 2013 | |||
- ARC Healthcare Trust, Inc. | $15,001 - $50,000 | $1,001 - $2,500 | Dividends | 2013 | |
- East West Bank Accounts, Oakland, | $15,001 - $50,000 | CA | $1 - $200 | Interest | 2013 |
- Met Life Variable Annuity Fund ⇒ T. Rowe Price Large Cap Growth Portfolio | $15,001 - $50,000 | 2013 | |||
- Met Life Variable Annuity Fund ⇒ Met Life Growth Strategy Portfolio | $15,001 - $50,000 | 2013 | |||
- Bank of America Checking Account | $1,001 - $15,000 | 2013 | |||
- Franklin Templeton Franklin Money Fund Class A | $1,001 - $15,000 | 2013 | |||
- Charles Schwab Money Market Account | $1,001 - $15,000 | $201 - $1,000 | Interest | 2013 | |
- Federated Capital Reserves Money Market Account | $1,001 - $15,000 | $1 - $200 | Interest | 2013 | |
- Fidelity SEP IRA ⇒ Mass Investors Growth Fund | $1 - $1,000 | $1 - $200 | Dividends | 2013 | |
- Fidelity SEP IRA ⇒ Delaware SMID Cap Growth Class C Fund | $1 - $1,000 | $1 - $200 | Dividends | 2013 | |
- Fidelity SEP IRA ⇒ Fidelity Freedom 2020 Fund | $1 - $1,000 | $1 - $200 | Dividends | 2013 | |
- Franklin California Tax-Free Income Fund | None | $201 - $1,000 | Capital Gains | 2013 | |
- Book contract with Rowman & Littlefild Publishers, Inc. (Approved by Committee) | Undetermined | 2013 | |||
- Met Life Variable Annuity Fund ⇒ Vanguard Inflation Protected Securities Fund | None | $1 - $200 | Capital Gains, Dividends | 2013 | |
- Met Life Variable Annuity Fund ⇒ PIMCO Total Return Fund (Class B) | None | 2013 | |||
- Met Life Variable Annuity Fund ⇒ RCM Technology Portfolio Fund | None | 2013 |
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