—
Net Worth Est.
$5.3MTrade volume
$0Total trades
-----Last Traded
----Mutual Funds Exchange Traded Fund/Note
$2.54M
Bank Deposit
$896K
Mutual Funds Mutual Fund
$740.5K
Life Insurance Whole
$532.5K
Annuity Fixed
$383K
Ticker | Amount | Owner | Income | Income Type | Filing Year |
|---|---|---|---|---|---|
 - BankProv | $500,001 - $1,000,000 | Joint | $201 - $1,000 | Interest, | 2024 |
QCMMRX QCMMRX- College Retirement Equities Fund - CREF Money Mark | $250,001 - $500,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2024 |
- TIAA Traditional | $250,001 - $500,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2024 |
QCMMRX QCMMRX- College Retirement Equities Fund - CREF Money Mark | $100,001 - $250,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2024 |
- Onadune | $100,001 - $250,000 | Self | $5,001 - $15,000 | Rent/Royalties, | 2024 |
TIP TIP- iShares TIPS Bond ETF | $100,001 - $250,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2024 |
- Northwestern Mutual Adjustable Comp Life | $100,001 - $250,000 | Spouse | $1,001 - $2,500 | Dividends, | 2024 |
VUG VUG- Vanguard Growth Index Fund ETF Shares | $100,001 - $250,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2024 |
VTV VTV- Vanguard Value Index Fund ETF Shares | $100,001 - $250,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2024 |
- Northwestern Mutual Adjustable Comp Life | $100,001 - $250,000 | Self | $2,501 - $5,000 | Dividends, | 2024 |
BND BND- Vanguard Total Bond Market Index Fund ETF Shares | $100,001 - $250,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2024 |
- Northwestern Mutual Whole Life | $50,001 - $100,000 | Self | $1,001 - $2,500 | Dividends, | 2024 |
DBC DBC- Invesco DB Commodity Index Tracking Fund | $50,001 - $100,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2024 |
AWF AWF- AllianceBernstein Global High Income Fund | $50,001 - $100,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2024 |
AWF AWF- AllianceBernstein Global High Income Fund | $50,001 - $100,000 | Joint | $2,501 - $5,000 | Excepted Investment Fund, | 2024 |
VTI VTI- Vanguard Total Stock Market Index Fund ETF Shares | $50,001 - $100,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2024 |
TIP TIP- iShares TIPS Bond ETF | $50,001 - $100,000 | Joint | $1,001 - $2,500 | Excepted Investment Fund, | 2024 |
- Northwestern Mutual Adjustable Comp Life | $50,001 - $100,000 | Spouse | $1,001 - $2,500 | Dividends, | 2024 |
VUG VUG- Vanguard Growth Index Fund ETF Shares | $50,001 - $100,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2024 |
QQQ QQQ- Invesco QQQ Trust | $50,001 - $100,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2024 |
VOE VOE- Vanguard Mid-Cap Value Index Fund ETF Shares | $50,001 - $100,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2024 |
VEA VEA- Vanguard FTSE Developed Markets Index Fund ETF Sha | $50,001 - $100,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2024 |
LQD LQD- iShares iBoxx $ Investment Grade Corporate Bond ET | $50,001 - $100,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2024 |
VBK VBK- Vanguard Small-Cap Growth Index Fund ETF Shares | $50,001 - $100,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2024 |
VOT VOT- Vanguard Mid-Cap Growth Index Fund ETF Shares | $50,001 - $100,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2024 |
VUG VUG- Vanguard Growth ETF | $50,001 - $100,000 | Joint | None (or less than $201) | Excepted Investment Fund, | 2024 |
DBC DBC- Invesco DB Commodity Index Tracking Fund | $15,001 - $50,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2024 |
AWF AWF- AllianceBernstein Global High Income Fund | $15,001 - $50,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2024 |
- BankProv | $15,001 - $50,000 | Spouse | None (or less than $201) | None, | 2024 |
VTV VTV- Vanguard Value ETF | $15,001 - $50,000 | Joint | $201 - $1,000 | Excepted Investment Fund, | 2024 |
QQQ QQQ- Invesco QQQ Trust, Series 1 | $15,001 - $50,000 | Joint | None (or less than $201) | Excepted Investment Fund, | 2024 |
VTI VTI- Vanguard Total Stock Market Index Fund ETF Shares | $15,001 - $50,000 | Joint | $201 - $1,000 | Excepted Investment Fund, | 2024 |
BND BND- Vanguard Total Bond Market Index Fund ETF Shares | $15,001 - $50,000 | Joint | $201 - $1,000 | Excepted Investment Fund, | 2024 |
TIP TIP- iShares TIPS Bond ETF | $15,001 - $50,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2024 |
DVY DVY- iShares Select Dividend ETF | $15,001 - $50,000 | Joint | $201 - $1,000 | Excepted Investment Fund, | 2024 |
- Charles Schwab | $15,001 - $50,000 | Joint | None (or less than $201) | None, | 2024 |
BND BND- Vanguard Total Bond Market Index Fund ETF Shares | $15,001 - $50,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2024 |
VOT VOT- Vanguard Mid-Cap Growth Index Fund ETF Shares | $15,001 - $50,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2024 |
VTV VTV- Vanguard Value Index Fund ETF Shares | $15,001 - $50,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2024 |
VBK VBK- Vanguard Small-Cap Growth Index Fund ETF Shares | $15,001 - $50,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2024 |
VBR VBR- Vanguard Small-Cap Value Index Fund ETF Shares | $15,001 - $50,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2024 |
VBR VBR- Vanguard Small-Cap Value Index Fund ETF Shares | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2024 |
- Northwestern Mutual Whole Life Policy | $15,001 - $50,000 | Spouse | $201 - $1,000 | Dividends, | 2024 |
- Citizens Bank | $15,001 - $50,000 | Self | None (or less than $201) | None, | 2024 |
- Onadune | $15,001 - $50,000 | Spouse | $1,001 - $2,500 | Rent/Royalties, | 2024 |
- Charles Schwab Bank | $15,001 - $50,000 | Spouse | None (or less than $201) | None, | 2024 |
IXC IXC- iShares Global Energy ETF | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2024 |
JNK JNK- SPDR Bloomberg Barclays High Yield Bond ETF | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2024 |
YYY YYY- YieldShares High Income ETF | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2024 |
VIS VIS- Vanguard Industrials Index Fund ETF Shares | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2024 |
SHY SHY- iShares 1-3 Year Treasury Bond ETF | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2024 |
SCZ SCZ- iShares MSCI EAFE Small-Cap ETF | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2024 |
IWC IWC- iShares Micro-Cap ETF | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2024 |
VNQI VNQI- Vanguard Global ex-U.S. Real Estate Index Fund ETF | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2024 |
VWO VWO- Vanguard FTSE Emerging Markets Index Fund ETF Shar | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2024 |
VV VV- Vanguard Large-Cap ETF | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2024 |
IYY IYY- iShares Dow Jones U.S. ETF | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2024 |
PSP PSP- Invesco Global Listed Private Equity ETF | $15,001 - $50,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2024 |
JNK JNK- SPDR Bloomberg Barclays High Yield Bond ETF | $15,001 - $50,000 | Joint | $201 - $1,000 | Excepted Investment Fund, | 2024 |
DBC DBC- Invesco DB Commodity Index Tracking Fund | $1,001 - $15,000 | Joint | None (or less than $201) | Excepted Investment Fund, | 2024 |
IWC IWC- iShares Micro-Cap ETF | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2024 |
LQD LQD- iShares iBoxx $ Investment Grade Corporate Bond ET | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2024 |
HYS HYS- PIMCO 0-5 Year High Yield Corporate Bond Index Exc | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2024 |
JNK JNK- SPDR Bloomberg Barclays High Yield Bond ETF | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2024 |
SCZ SCZ- iShares MSCI EAFE Small-Cap ETF | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2024 |
SHY SHY- iShares 1-3 Year Treasury Bond ETF | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2024 |
DES DES- WisdomTree U.S. SmallCap Dividend Fund | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2024 |
PSP PSP- Invesco Global Listed Private Equity ETF | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2024 |
EEM EEM- iShares MSCI Emerging Markets ETF | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2024 |
- Citizens Bank | $1,001 - $15,000 | Joint | None (or less than $201) | None, | 2024 |
- Charles Schwab Bank | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2024 |
VEA VEA- Vanguard FTSE Developed Markets Index Fund ETF Sha | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2024 |
VNQI VNQI- Vanguard Global ex-U.S. Real Estate Index Fund ETF | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2024 |
VWO VWO- Vanguard FTSE Emerging Markets Index Fund ETF Shar | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2024 |
VOE VOE- Vanguard Mid-Cap Value Index Fund ETF Shares | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2024 |
VTI VTI- Vanguard Total Stock Market Index Fund ETF Shares | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2024 |
IYY IYY- iShares Dow Jones U.S. ETF | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2024 |
VTTVX VTTVX- Vanguard Target Retirement 2025 Fund | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2024 |
YYY YYY- Amplify High Income ETF | $1,001 - $15,000 | Joint | $1,001 - $2,500 | Excepted Investment Fund, | 2024 |
HYS HYS- PIMCO 0-5 Year High Yield Corporate Bond Index Exc | $1,001 - $15,000 | Joint | $201 - $1,000 | Excepted Investment Fund, | 2024 |
IYY IYY- iShares Dow Jones U.S. ETF | $1,001 - $15,000 | Joint | None (or less than $201) | Excepted Investment Fund, | 2024 |
- TIAA Traditional | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2024 |
IYF IYF- iShares U.S. Financials ETF | None (or less than $1,001) | Self | None (or less than $201) | Excepted Investment Fund, | 2024 |
FHLC FHLC- Fidelity MSCI Health Care Index ETF | None (or less than $1,001) | Joint | $1,001 - $2,500 | Excepted Investment Fund, | 2024 |
RING RING- iShares MSCI Global Gold Miners ETF | None (or less than $1,001) | Joint | $201 - $1,000 | Excepted Investment Fund, | 2024 |
IXC IXC- iShares Global Energy ETF | None (or less than $1,001) | Self | None (or less than $201) | Excepted Investment Fund, | 2024 |
SLVP SLVP- iShares MSCI Global Silver Miners ETF | None (or less than $1,001) | Spouse | None (or less than $201) | Excepted Investment Fund, | 2024 |
IYE IYE- iShares U.S. Energy ETF | None (or less than $1,001) | Spouse | None (or less than $201) | Excepted Investment Fund, | 2024 |
FHLC FHLC- Fidelity MSCI Health Care Index ETF | None (or less than $1,001) | Spouse | None (or less than $201) | Excepted Investment Fund, | 2024 |
RING RING- iShares MSCI Global Gold Miners ETF | None (or less than $1,001) | Spouse | None (or less than $201) | Excepted Investment Fund, | 2024 |
VNQ VNQ- Vanguard Real Estate Index Fund ETF Shares | None (or less than $1,001) | Self | None (or less than $201) | Excepted Investment Fund, | 2024 |
VNQ VNQ- Vanguard Real Estate Index Fund ETF Shares | None (or less than $1,001) | Spouse | None (or less than $201) | Excepted Investment Fund, | 2024 |
AMLP AMLP- Alerian MLP ETF | None (or less than $1,001) | Spouse | None (or less than $201) | Excepted Investment Fund, | 2024 |
AMLP AMLP- Alerian MLP ETF | None (or less than $1,001) | Joint | None (or less than $201) | Excepted Investment Fund, | 2024 |
SLVP SLVP- iShares MSCI Global Silver Miners ETF | None (or less than $1,001) | Joint | $201 - $1,000 | Excepted Investment Fund, | 2024 |
IYF IYF- iShares U.S. Financials ETF | None (or less than $1,001) | Spouse | None (or less than $201) | Excepted Investment Fund, | 2024 |
AMLP AMLP- Alerian MLP ETF | None (or less than $1,001) | Self | None (or less than $201) | Excepted Investment Fund, | 2024 |
XLV XLV- Health Care Select Sector SPDR Fund | None (or less than $1,001) | Spouse | None (or less than $201) | Excepted Investment Fund, | 2024 |
VNQ VNQ- Vanguard Real Estate Index Fund ETF Shares | None (or less than $1,001) | Joint | $2,501 - $5,000 | Excepted Investment Fund, | 2024 |
- Onadune, LLC | Spouse | 2024 | |||
- TIAA-CREF Retirement Plan - School Year Abroad 403(b) DC Plan | Spouse | 2024 | |||
- Charles Schwab - Rollover IRA | Self | 2024 | |||
- Charles Schwab - Rollover IRA | Spouse | 2024 | |||
- Fidelity Partners Healthcare System, Inc. Retirement Plan | Self | 2024 | |||
- Onadune, LLC | Self | 2024 | |||
- TIAA-CREF Retirement Plan - Phillips Exeter Academy | Spouse | 2024 | |||
- TIAA-CREF Retirement Plan - School Year Abroad 403(b) TDA Plan | Spouse | 2024 | |||
- TIAA-CREF Retirement Plan - Wesleyan University | Spouse | 2024 | |||
- Citizens Bank IRA CD | Self | 2024 | |||
- Charles Schwab - Brokerage | Joint | 2024 | |||
- TIAA Traditional | $250,001 - $500,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2023 |
QCMMRX QCMMRX- College Retirement Equities Fund - CREF Money Mark | $100,001 - $250,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2023 |
BND BND- Vanguard Total Bond Market Index Fund ETF Shares | $100,001 - $250,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2023 |
VUG VUG- Vanguard Growth Index Fund ETF Shares | $100,001 - $250,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2023 |
- Onadune | $100,001 - $250,000 | Self | None (or less than $201) | None, | 2023 |
QCMMRX QCMMRX- College Retirement Equities Fund - CREF Money Mark | $100,001 - $250,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2023 |
TIP TIP- iShares TIPS Bond ETF | $100,001 - $250,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2023 |
- The Provident Bank | $100,001 - $250,000 | Joint | $201 - $1,000 | Interest, | 2023 |
- Northwestern Mutual Adjustable Comp Life | $100,001 - $250,000 | Self | $2,501 - $5,000 | Dividends, | 2023 |
VTV VTV- Vanguard Value Index Fund ETF Shares | $100,001 - $250,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2023 |
- Northwestern Mutual Adjustable Comp Life | $100,001 - $250,000 | Spouse | $1,001 - $2,500 | Dividends, | 2023 |
LQD LQD- iShares iBoxx $ Investment Grade Corporate Bond ET | $50,001 - $100,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2023 |
DBC DBC- Invesco DB Commodity Index Tracking Fund | $50,001 - $100,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2023 |
- Northwestern Mutual Adjustable Comp Life | $50,001 - $100,000 | Spouse | $1,001 - $2,500 | Dividends, | 2023 |
VOT VOT- Vanguard Mid-Cap Growth Index Fund ETF Shares | $50,001 - $100,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2023 |
- Northwestern Mutual Whole Life | $50,001 - $100,000 | Self | $1,001 - $2,500 | Dividends, | 2023 |
VOE VOE- Vanguard Mid-Cap Value Index Fund ETF Shares | $50,001 - $100,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2023 |
VTI VTI- Vanguard Total Stock Market Index Fund ETF Shares | $50,001 - $100,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2023 |
VEA VEA- Vanguard FTSE Developed Markets Index Fund ETF Sha | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2023 |
VNQI VNQI- Vanguard Global ex-U.S. Real Estate Index Fund ETF | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2023 |
VWO VWO- Vanguard FTSE Emerging Markets Index Fund ETF Shar | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2023 |
VNQ VNQ- Vanguard Real Estate Index Fund ETF Shares | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2023 |
VBK VBK- Vanguard Small-Cap Growth Index Fund ETF Shares | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2023 |
VBR VBR- Vanguard Small-Cap Value Index Fund ETF Shares | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2023 |
VV VV- Vanguard Large-Cap ETF | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2023 |
VUG VUG- Vanguard Growth Index Fund ETF Shares | $15,001 - $50,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2023 |
VTV VTV- Vanguard Value Index Fund ETF Shares | $15,001 - $50,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2023 |
IYY IYY- iShares Dow Jones U.S. ETF | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2023 |
AMLP AMLP- Alerian MLP ETF | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2023 |
SCZ SCZ- iShares MSCI EAFE Small-Cap ETF | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2023 |
- Northwestern Mutual Whole Life Policy | $15,001 - $50,000 | Spouse | $201 - $1,000 | Dividends, | 2023 |
VNQ VNQ- Vanguard Real Estate Index Fund ETF Shares | $15,001 - $50,000 | Joint | $201 - $1,000 | Excepted Investment Fund, | 2023 |
IXC IXC- iShares Global Energy ETF | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2023 |
AWF AWF- AllianceBernstein Global High Income Fund | $15,001 - $50,000 | Joint | $1,001 - $2,500 | Excepted Investment Fund, | 2023 |
IYE IYE- iShares U.S. Energy ETF | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2023 |
AWF AWF- AllianceBernstein Global High Income Fund | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2023 |
QQQ QQQ- Invesco QQQ Trust | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2023 |
PSP PSP- Invesco Global Listed Private Equity ETF | $15,001 - $50,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2023 |
DVY DVY- iShares Select Dividend ETF | $15,001 - $50,000 | Joint | $201 - $1,000 | Excepted Investment Fund, | 2023 |
TIP TIP- iShares TIPS Bond ETF | $15,001 - $50,000 | Joint | $1,001 - $2,500 | Excepted Investment Fund, | 2023 |
IYF IYF- iShares U.S. Financials ETF | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2023 |
- Onadune | $15,001 - $50,000 | Spouse | None (or less than $201) | None, | 2023 |
DBC DBC- Invesco DB Commodity Index Tracking Fund | $15,001 - $50,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2023 |
AWF AWF- AllianceBernstein Global High Income Fund | $15,001 - $50,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2023 |
- Citizens Bank | $15,001 - $50,000 | Self | None (or less than $201) | None, | 2023 |
- The Provident Bank | $15,001 - $50,000 | Spouse | None (or less than $201) | None, | 2023 |
VTI VTI- Vanguard Total Stock Market Index Fund ETF Shares | $15,001 - $50,000 | Joint | $201 - $1,000 | Excepted Investment Fund, | 2023 |
SHY SHY- iShares 1-3 Year Treasury Bond ETF | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2023 |
BND BND- Vanguard Total Bond Market Index Fund ETF Shares | $15,001 - $50,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2023 |
IWC IWC- iShares Micro-Cap ETF | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2023 |
HYS HYS- PIMCO 0-5 Year High Yield Corporate Bond Index Exc | $1,001 - $15,000 | Joint | None (or less than $201) | Excepted Investment Fund, | 2023 |
SCZ SCZ- iShares MSCI EAFE Small-Cap ETF | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2023 |
- Citizens Bank | $1,001 - $15,000 | Joint | None (or less than $201) | None, | 2023 |
- Charles Schwab Bank | $1,001 - $15,000 | Spouse | None (or less than $201) | None, | 2023 |
PSP PSP- Invesco Global Listed Private Equity ETF | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2023 |
SLVP SLVP- iShares MSCI Global Silver Miners ETF | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2023 |
JNK JNK- SPDR Bloomberg Barclays High Yield Bond ETF | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2023 |
YYY YYY- YieldShares High Income ETF | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2023 |
FHLC FHLC- Fidelity MSCI Health Care Index ETF | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2023 |
EEM EEM- iShares MSCI Emerging Markets ETF | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2023 |
RING RING- iShares MSCI Global Gold Miners ETF | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2023 |
HYS HYS- PIMCO 0-5 Year High Yield Corporate Bond Index Exc | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2023 |
XLV XLV- Health Care Select Sector SPDR Fund | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2023 |
VIS VIS- Vanguard Industrials Index Fund ETF Shares | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2023 |
DES DES- WisdomTree U.S. SmallCap Dividend Fund | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2023 |
JNK JNK- SPDR Bloomberg Barclays High Yield Bond ETF | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2023 |
- Charles Schwab Bank | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2023 |
LQD LQD- iShares iBoxx $ Investment Grade Corporate Bond ET | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2023 |
SHY SHY- iShares 1-3 Year Treasury Bond ETF | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2023 |
IYF IYF- iShares U.S. Financials ETF | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2023 |
AMLP AMLP- Alerian MLP ETF | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2023 |
IXC IXC- iShares Global Energy ETF | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2023 |
TIP TIP- iShares TIPS Bond ETF | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2023 |
IWC IWC- iShares Micro-Cap ETF | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2023 |
VEA VEA- Vanguard FTSE Developed Markets Index Fund ETF Sha | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2023 |
VNQI VNQI- Vanguard Global ex-U.S. Real Estate Index Fund ETF | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2023 |
VWO VWO- Vanguard FTSE Emerging Markets Index Fund ETF Shar | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2023 |
VOE VOE- Vanguard Mid-Cap Value Index Fund ETF Shares | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2023 |
VOT VOT- Vanguard Mid-Cap Growth Index Fund ETF Shares | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2023 |
VNQ VNQ- Vanguard Real Estate Index Fund ETF Shares | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2023 |
VBK VBK- Vanguard Small-Cap Growth Index Fund ETF Shares | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2023 |
VBR VBR- Vanguard Small-Cap Value Index Fund ETF Shares | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2023 |
VTI VTI- Vanguard Total Stock Market Index Fund ETF Shares | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2023 |
IYY IYY- iShares Dow Jones U.S. ETF | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2023 |
VTTVX VTTVX- Vanguard Target Retirement 2025 Fund | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2023 |
- Charles Schwab | $1,001 - $15,000 | Joint | None (or less than $201) | None, | 2023 |
AMLP AMLP- Alerian MLP ETF | $1,001 - $15,000 | Joint | $201 - $1,000 | Excepted Investment Fund, | 2023 |
YYY YYY- Amplify High Income ETF | $1,001 - $15,000 | Joint | $201 - $1,000 | Excepted Investment Fund, | 2023 |
DBC DBC- Invesco DB Commodity Index Tracking Fund | $1,001 - $15,000 | Joint | $2,501 - $5,000 | Excepted Investment Fund, | 2023 |
SLVP SLVP- iShares MSCI Global Silver Miners ETF | $1,001 - $15,000 | Joint | None (or less than $201) | Excepted Investment Fund, | 2023 |
JNK JNK- SPDR Bloomberg Barclays High Yield Bond ETF | $1,001 - $15,000 | Joint | $201 - $1,000 | Excepted Investment Fund, | 2023 |
BND BND- Vanguard Total Bond Market Index Fund ETF Shares | $1,001 - $15,000 | Joint | $201 - $1,000 | Excepted Investment Fund, | 2023 |
FHLC FHLC- Fidelity MSCI Health Care Index ETF | $1,001 - $15,000 | Joint | None (or less than $201) | Excepted Investment Fund, | 2023 |
RING RING- iShares MSCI Global Gold Miners ETF | $1,001 - $15,000 | Joint | None (or less than $201) | Excepted Investment Fund, | 2023 |
QQQ QQQ- Invesco QQQ Trust, Series 1 | $1,001 - $15,000 | Joint | None (or less than $201) | Excepted Investment Fund, | 2023 |
VTV VTV- Vanguard Value ETF | $1,001 - $15,000 | Joint | None (or less than $201) | Excepted Investment Fund, | 2023 |
IYY IYY- iShares Dow Jones U.S. ETF | $1,001 - $15,000 | Joint | None (or less than $201) | Excepted Investment Fund, | 2023 |
- TIAA Traditional | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2023 |
- TIAA-CREF Retirement Plan - School Year Abroad 403(b) TDA Plan | Spouse | 2023 | |||
- Citizens Bank IRA CD | Self | 2023 | |||
- TIAA-CREF Retirement Plan - Phillips Exeter Academy | Spouse | 2023 | |||
- Onadune, LLC | Spouse | 2023 | |||
- TIAA-CREF Retirement Plan - Wesleyan University | Spouse | 2023 | |||
- Charles Schwab - Brokerage | Joint | 2023 | |||
- Charles Schwab - Rollover IRA | Self | 2023 | |||
- TIAA-CREF Retirement Plan - School Year Abroad 403(b) DC Plan | Spouse | 2023 | |||
- Fidelity Partners Healthcare System, Inc. Retirement Plan | Self | 2023 | |||
- Onadune, LLC | Self | 2023 | |||
- Charles Schwab - Rollover IRA | Spouse | 2023 | |||
- Onadune | $250,001 - $500,000 | Self | $5,001 - $15,000 | Rent/Royalties, | 2022 |
- TIAA Traditional | $250,001 - $500,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2022 |
BND BND- Vanguard Total Bond Market Index Fund ETF Shares | $100,001 - $250,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2022 |
VTV VTV- Vanguard Value Index Fund ETF Shares | $100,001 - $250,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2022 |
- The Provident Bank | $100,001 - $250,000 | Joint | $201 - $1,000 | Interest, | 2022 |
QCMMRX QCMMRX- College Retirement Equities Fund - CREF Money Mark | $100,001 - $250,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2022 |
- Northwestern Mutual Adjustable Comp Life | $100,001 - $250,000 | Spouse | $2,501 - $5,000 | Dividends, | 2022 |
VUG VUG- Vanguard Growth Index Fund ETF Shares | $100,001 - $250,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2022 |
- Northwestern Mutual Adjustable Comp Life | $100,001 - $250,000 | Self | $2,501 - $5,000 | Dividends, | 2022 |
QCMMRX QCMMRX- College Retirement Equities Fund - CREF Money Mark | $100,001 - $250,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2022 |
TIP TIP- iShares TIPS Bond ETF | $50,001 - $100,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2022 |
QQQ QQQ- Invesco QQQ Trust | $50,001 - $100,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2022 |
VBK VBK- Vanguard Small-Cap Growth Index Fund ETF Shares | $50,001 - $100,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2022 |
AWF AWF- AllianceBernstein Global High Income Fund | $50,001 - $100,000 | Spouse | None (or less than $201) | None, | 2022 |
VTI VTI- Vanguard Total Stock Market Index Fund ETF Shares | $50,001 - $100,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2022 |
- Northwestern Mutual Whole Life | $50,001 - $100,000 | Self | $1,001 - $2,500 | Dividends, | 2022 |
AWF AWF- AllianceBernstein Global High Income Fund | $50,001 - $100,000 | Joint | $2,501 - $5,000 | Excepted Investment Fund, | 2022 |
VNQ VNQ- Vanguard Real Estate Index Fund ETF Shares | $50,001 - $100,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2022 |
- Northwestern Mutual Adjustable Comp Life | $50,001 - $100,000 | Spouse | $1,001 - $2,500 | Dividends, | 2022 |
VOE VOE- Vanguard Mid-Cap Value Index Fund ETF Shares | $50,001 - $100,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2022 |
VWO VWO- Vanguard FTSE Emerging Markets Index Fund ETF Shar | $50,001 - $100,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2022 |
- Onadune | $50,001 - $100,000 | Spouse | $1,001 - $2,500 | Rent/Royalties, | 2022 |
VEA VEA- Vanguard FTSE Developed Markets Index Fund ETF Sha | $50,001 - $100,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2022 |
LQD LQD- iShares iBoxx $ Investment Grade Corporate Bond ET | $50,001 - $100,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2022 |
VOT VOT- Vanguard Mid-Cap Growth Index Fund ETF Shares | $50,001 - $100,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2022 |
VOT VOT- Vanguard Mid-Cap Growth Index Fund ETF Shares | $15,001 - $50,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2022 |
- The Provident Bank | $15,001 - $50,000 | Spouse | None (or less than $201) | None, | 2022 |
DBC DBC- Invesco DB Commodity Index Tracking Fund | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2022 |
VIS VIS- Vanguard Industrials Index Fund ETF Shares | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2022 |
IYF IYF- iShares U.S. Financials ETF | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2022 |
SHY SHY- iShares 1-3 Year Treasury Bond ETF | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2022 |
DVY DVY- iShares Select Dividend ETF | $15,001 - $50,000 | Joint | $201 - $1,000 | Excepted Investment Fund, | 2022 |
SCZ SCZ- iShares MSCI EAFE Small-Cap ETF | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2022 |
IWC IWC- iShares Micro-Cap ETF | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2022 |
VNQI VNQI- Vanguard Global ex-U.S. Real Estate Index Fund ETF | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2022 |
VBR VBR- Vanguard Small-Cap Value Index Fund ETF Shares | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2022 |
VV VV- Vanguard Large-Cap ETF | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2022 |
PSP PSP- Invesco Global Listed Private Equity ETF | $15,001 - $50,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2022 |
DBC DBC- Invesco DB Commodity Index Tracking Fund | $15,001 - $50,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2022 |
AWF AWF- AllianceBernstein Global High Income Fund | $15,001 - $50,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2022 |
- Pershing Money Market | $15,001 - $50,000 | Self | None (or less than $201) | None, | 2022 |
LQD LQD- iShares iBoxx $ Investment Grade Corporate Bond ET | $15,001 - $50,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2022 |
- Citizens Bank | $15,001 - $50,000 | Self | None (or less than $201) | None, | 2022 |
- Northwestern Mutual Whole Life Policy | $15,001 - $50,000 | Spouse | $201 - $1,000 | Dividends, | 2022 |
- FDRXX - Fidelity Government Cash Reserves | $15,001 - $50,000 | Spouse | None (or less than $201) | None, | 2022 |
BND BND- Vanguard Total Bond Market Index Fund ETF Shares | $15,001 - $50,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2022 |
VTI VTI- Vanguard Total Stock Market Index Fund ETF Shares | $15,001 - $50,000 | Joint | None (or less than $201) | Excepted Investment Fund, | 2022 |
VNQ VNQ- Vanguard Real Estate Index Fund ETF Shares | $15,001 - $50,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2022 |
AMLP AMLP- Alerian MLP ETF | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2022 |
IXC IXC- iShares Global Energy ETF | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2022 |
VUG VUG- Vanguard Growth Index Fund ETF Shares | $15,001 - $50,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2022 |
VTV VTV- Vanguard Value Index Fund ETF Shares | $15,001 - $50,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2022 |
IYE IYE- iShares U.S. Energy ETF | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2022 |
VNQ VNQ- Vanguard Real Estate Index Fund ETF Shares | $15,001 - $50,000 | Joint | $1,001 - $2,500 | Excepted Investment Fund, | 2022 |
YYY YYY- YieldShares High Income ETF | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2022 |
TIP TIP- iShares TIPS Bond ETF | $15,001 - $50,000 | Joint | $201 - $1,000 | Excepted Investment Fund, | 2022 |
- Pershing Advisor Solutions LLC | $1,001 - $15,000 | Joint | None (or less than $201) | None, | 2022 |
TIP TIP- iShares TIPS Bond ETF | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2022 |
JNK JNK- SPDR Bloomberg Barclays High Yield Bond ETF | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2022 |
SLVP SLVP- iShares MSCI Global Silver Miners ETF | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2022 |
IYF IYF- iShares U.S. Financials ETF | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2022 |
IXC IXC- iShares Global Energy ETF | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2022 |
PSP PSP- Invesco Global Listed Private Equity ETF | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2022 |
JNK JNK- SPDR Bloomberg Barclays High Yield Bond ETF | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2022 |
- Bank of America | $1,001 - $15,000 | Spouse | None (or less than $201) | None, | 2022 |
SCZ SCZ- iShares MSCI EAFE Small-Cap ETF | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2022 |
- Citizens Bank | $1,001 - $15,000 | Joint | None (or less than $201) | None, | 2022 |
RING RING- iShares MSCI Global Gold Miners ETF | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2022 |
HYS HYS- PIMCO 0-5 Year High Yield Corporate Bond Index Exc | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2022 |
XLV XLV- Health Care Select Sector SPDR Fund | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2022 |
SHY SHY- iShares 1-3 Year Treasury Bond ETF | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2022 |
EEM EEM- iShares MSCI Emerging Markets ETF | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2022 |
AMLP AMLP- Alerian MLP ETF | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2022 |
FHLC FHLC- Fidelity MSCI Health Care Index ETF | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2022 |
DES DES- WisdomTree U.S. SmallCap Dividend Fund | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2022 |
IWC IWC- iShares Micro-Cap ETF | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2022 |
VEA VEA- Vanguard FTSE Developed Markets Index Fund ETF Sha | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2022 |
VNQI VNQI- Vanguard Global ex-U.S. Real Estate Index Fund ETF | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2022 |
VWO VWO- Vanguard FTSE Emerging Markets Index Fund ETF Shar | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2022 |
VOE VOE- Vanguard Mid-Cap Value Index Fund ETF Shares | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2022 |
VBK VBK- Vanguard Small-Cap Growth Index Fund ETF Shares | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2022 |
VBR VBR- Vanguard Small-Cap Value Index Fund ETF Shares | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2022 |
VTI VTI- Vanguard Total Stock Market Index Fund ETF Shares | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2022 |
QCSCPX QCSCPX- College Retirement Equities Fund - CREF Social Cho | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2022 |
AMLP AMLP- Alerian MLP ETF | $1,001 - $15,000 | Joint | $201 - $1,000 | Excepted Investment Fund, | 2022 |
YYY YYY- Amplify High Income ETF | $1,001 - $15,000 | Joint | $201 - $1,000 | Excepted Investment Fund, | 2022 |
DBC DBC- Invesco DB Commodity Index Tracking Fund | $1,001 - $15,000 | Joint | $2,501 - $5,000 | Excepted Investment Fund, | 2022 |
SLVP SLVP- iShares MSCI Global Silver Miners ETF | $1,001 - $15,000 | Joint | None (or less than $201) | Excepted Investment Fund, | 2022 |
JNK JNK- SPDR Bloomberg Barclays High Yield Bond ETF | $1,001 - $15,000 | Joint | $201 - $1,000 | Excepted Investment Fund, | 2022 |
BND BND- Vanguard Total Bond Market Index Fund ETF Shares | $1,001 - $15,000 | Joint | $201 - $1,000 | Excepted Investment Fund, | 2022 |
FHLC FHLC- Fidelity MSCI Health Care Index ETF | $1,001 - $15,000 | Joint | None (or less than $201) | Excepted Investment Fund, | 2022 |
RING RING- iShares MSCI Global Gold Miners ETF | $1,001 - $15,000 | Joint | None (or less than $201) | Excepted Investment Fund, | 2022 |
HYS HYS- PIMCO 0-5 Year High Yield Corporate Bond Index Exc | $1,001 - $15,000 | Joint | None (or less than $201) | Excepted Investment Fund, | 2022 |
QQQ QQQ- Invesco QQQ Trust, Series 1 | $1,001 - $15,000 | Joint | $201 - $1,000 | Excepted Investment Fund, | 2022 |
VTV VTV- Vanguard Value ETF | $1,001 - $15,000 | Joint | None (or less than $201) | Excepted Investment Fund, | 2022 |
- TIAA Traditional | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2022 |
- Bank of America Fixed Term IRA | Spouse | 2022 | |||
- Pershing - Spouse Rollover IRA # 1 | Spouse | 2022 | |||
- TIAA-CREF Retirement Plan - Phillips Exeter Academy | Spouse | 2022 | |||
- Onadune, LLC | Self | 2022 | |||
- Pershing Advisor Solutions LLC - Brokerage | Joint | 2022 | |||
- TIAA-CREF Retirement Plan - Wesleyan University | Spouse | 2022 | |||
- Pershing - Rollover IRA # 2 | Self | 2022 | |||
- TIAA-CREF/Partners Healthcare System, Inc. Retirement Plan | Self | 2022 | |||
- TIAA-CREF Retirement Plan - School Year Abroad 403(b) DC Plan | Spouse | 2022 | |||
- Onadune, LLC | Spouse | 2022 | |||
- TIAA-CREF Retirement Plan - School Year Abroad 403(b) TDA Plan | Spouse | 2022 | |||
- Citizens Bank IRA CD | Self | 2022 | |||
- TIAA Traditional | $250,001 - $500,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2021 |
- Onadune | $250,001 - $500,000 | Self | $1,001 - $2,500 | Rent/Royalties, | 2021 |
- Northwestern Mutual Adjustable Comp Life | $100,001 - $250,000 | Self | $2,501 - $5,000 | Dividends, | 2021 |
BND BND- Vanguard Total Bond Market Index Fund ETF Shares | $100,001 - $250,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2021 |
QCMMRX QCMMRX- College Retirement Equities Fund - CREF Money Mark | $100,001 - $250,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2021 |
VTV VTV- Vanguard Value Index Fund ETF Shares | $100,001 - $250,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2021 |
- The Provident Bank | $100,001 - $250,000 | Joint | $201 - $1,000 | Interest, | 2021 |
VUG VUG- Vanguard Growth Index Fund ETF Shares | $100,001 - $250,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2021 |
- Northwestern Mutual Adjustable Comp Life | $100,001 - $250,000 | Spouse | $2,501 - $5,000 | Dividends, | 2021 |
QCMMRX QCMMRX- College Retirement Equities Fund - CREF Money Mark | $50,001 - $100,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2021 |
- Onadune | $50,001 - $100,000 | Spouse | $201 - $1,000 | Rent/Royalties, | 2021 |
LQD LQD- iShares iBoxx $ Investment Grade Corporate Bond ET | $50,001 - $100,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2021 |
VWO VWO- Vanguard FTSE Emerging Markets Index Fund ETF Shar | $50,001 - $100,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2021 |
- Northwestern Mutual Whole Life | $50,001 - $100,000 | Self | $1,001 - $2,500 | Dividends, | 2021 |
- Northwestern Mutual Adjustable Comp Life | $50,001 - $100,000 | Spouse | $1,001 - $2,500 | Dividends, | 2021 |
VOT VOT- Vanguard Mid-Cap Growth Index Fund ETF Shares | $50,001 - $100,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2021 |
TIP TIP- iShares TIPS Bond ETF | $50,001 - $100,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2021 |
VBK VBK- Vanguard Small-Cap Growth Index Fund ETF Shares | $50,001 - $100,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2021 |
VOE VOE- Vanguard Mid-Cap Value Index Fund ETF Shares | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2021 |
- FDRXX - Fidelity Government Cash Reserves | $15,001 - $50,000 | Spouse | None (or less than $201) | None, | 2021 |
AMLP AMLP- Alerian MLP ETF | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2021 |
AWF AWF- AllianceBernstein Global High Income Fund | $15,001 - $50,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2021 |
IYE IYE- iShares U.S. Energy ETF | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2021 |
YYY YYY- YieldShares High Income ETF | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2021 |
DBC DBC- Invesco DB Commodity Index Tracking Fund | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2021 |
AWF AWF- AllianceBernstein Global High Income Fund | $15,001 - $50,000 | Spouse | None (or less than $201) | None, | 2021 |
VOT VOT- Vanguard Mid-Cap Growth Index Fund ETF Shares | $15,001 - $50,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2021 |
VUG VUG- Vanguard Growth Index Fund ETF Shares | $15,001 - $50,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2021 |
VTV VTV- Vanguard Value Index Fund ETF Shares | $15,001 - $50,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2021 |
AWF AWF- AllianceBernstein Global High Income Fund | $15,001 - $50,000 | Joint | $2,501 - $5,000 | Excepted Investment Fund, | 2021 |
BND BND- Vanguard Total Bond Market Index Fund ETF Shares | $15,001 - $50,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2021 |
VNQ VNQ- Vanguard Real Estate Index Fund ETF Shares | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2021 |
- Citizens Bank | $15,001 - $50,000 | Self | None (or less than $201) | None, | 2021 |
- Northwestern Mutual Whole Life Policy | $15,001 - $50,000 | Spouse | $201 - $1,000 | Dividends, | 2021 |
PSP PSP- Invesco Global Listed Private Equity ETF | $15,001 - $50,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2021 |
VTI VTI- Vanguard Total Stock Market Index Fund ETF Shares | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2021 |
VBR VBR- Vanguard Small-Cap Value Index Fund ETF Shares | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2021 |
SHY SHY- iShares 1-3 Year Treasury Bond ETF | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2021 |
SCZ SCZ- iShares MSCI EAFE Small-Cap ETF | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2021 |
FSK FSK- FS KKR Capital Corp. | $15,001 - $50,000 | Spouse | None (or less than $201) | None, | 2021 |
VTI VTI- Vanguard Total Stock Market Index Fund ETF Shares | $15,001 - $50,000 | Joint | None (or less than $201) | Excepted Investment Fund, | 2021 |
VNQ VNQ- Vanguard Real Estate Index Fund ETF Shares | $15,001 - $50,000 | Joint | $201 - $1,000 | Excepted Investment Fund, | 2021 |
TIP TIP- iShares TIPS Bond ETF | $15,001 - $50,000 | Joint | $201 - $1,000 | Excepted Investment Fund, | 2021 |
DVY DVY- iShares Select Dividend ETF | $15,001 - $50,000 | Joint | $201 - $1,000 | Excepted Investment Fund, | 2021 |
IWC IWC- iShares Micro-Cap ETF | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2021 |
VEA VEA- Vanguard FTSE Developed Markets Index Fund ETF Sha | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2021 |
LQD LQD- iShares iBoxx $ Investment Grade Corporate Bond ET | $15,001 - $50,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2021 |
VNQI VNQI- Vanguard Global ex-U.S. Real Estate Index Fund ETF | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2021 |
VNQ VNQ- Vanguard Real Estate Index Fund ETF Shares | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2021 |
ET ET- Energy Transfer LP | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2021 |
- Citizens Bank | $1,001 - $15,000 | Joint | None (or less than $201) | None, | 2021 |
- Citizens Bank | $1,001 - $15,000 | Spouse | None (or less than $201) | None, | 2021 |
- Bank of America | $1,001 - $15,000 | Spouse | None (or less than $201) | None, | 2021 |
PSP PSP- Invesco Global Listed Private Equity ETF | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2021 |
SLVP SLVP- iShares MSCI Global Silver Miners ETF | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2021 |
IXC IXC- iShares Global Energy ETF | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2021 |
JNK JNK- SPDR Bloomberg Barclays High Yield Bond ETF | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2021 |
FHLC FHLC- Fidelity MSCI Health Care Index ETF | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2021 |
EEM EEM- iShares MSCI Emerging Markets ETF | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2021 |
RING RING- iShares MSCI Global Gold Miners ETF | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2021 |
HYS HYS- PIMCO 0-5 Year High Yield Corporate Bond Index Exc | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2021 |
XLV XLV- Health Care Select Sector SPDR Fund | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2021 |
VIS VIS- Vanguard Industrials Index Fund ETF Shares | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2021 |
IYF IYF- iShares U.S. Financials ETF | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2021 |
DES DES- WisdomTree U.S. SmallCap Dividend Fund | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2021 |
QQQ QQQ- Invesco QQQ Trust | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2021 |
AMLP AMLP- Alerian MLP ETF | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2021 |
IXC IXC- iShares Global Energy ETF | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2021 |
TIP TIP- iShares TIPS Bond ETF | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2021 |
AMLP AMLP- Alerian MLP ETF | $1,001 - $15,000 | Joint | $201 - $1,000 | Excepted Investment Fund, | 2021 |
JNK JNK- SPDR Bloomberg Barclays High Yield Bond ETF | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2021 |
DBC DBC- Invesco DB Commodity Index Tracking Fund | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2021 |
FSK FSK- FS KKR Capital Corp. | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2021 |
- Pershing Money Market | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2021 |
SHY SHY- iShares 1-3 Year Treasury Bond ETF | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2021 |
IYF IYF- iShares U.S. Financials ETF | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2021 |
SCZ SCZ- iShares MSCI EAFE Small-Cap ETF | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2021 |
IWC IWC- iShares Micro-Cap ETF | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2021 |
VEA VEA- Vanguard FTSE Developed Markets Index Fund ETF Sha | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2021 |
VNQI VNQI- Vanguard Global ex-U.S. Real Estate Index Fund ETF | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2021 |
VWO VWO- Vanguard FTSE Emerging Markets Index Fund ETF Shar | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2021 |
VOE VOE- Vanguard Mid-Cap Value Index Fund ETF Shares | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2021 |
VBK VBK- Vanguard Small-Cap Growth Index Fund ETF Shares | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2021 |
VBR VBR- Vanguard Small-Cap Value Index Fund ETF Shares | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2021 |
VTI VTI- Vanguard Total Stock Market Index Fund ETF Shares | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2021 |
QCSCPX QCSCPX- College Retirement Equities Fund - CREF Social Cho | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2021 |
- Pershing Advisor Solutions LLC | $1,001 - $15,000 | Joint | None (or less than $201) | None, | 2021 |
FSK FSK- FS KKR Capital Corp. | $1,001 - $15,000 | Joint | $1,001 - $2,500 | Excepted Investment Fund, | 2021 |
YYY YYY- Amplify High Income ETF | $1,001 - $15,000 | Joint | $201 - $1,000 | Excepted Investment Fund, | 2021 |
DBC DBC- Invesco DB Commodity Index Tracking Fund | $1,001 - $15,000 | Joint | None (or less than $201) | Excepted Investment Fund, | 2021 |
SLVP SLVP- iShares MSCI Global Silver Miners ETF | $1,001 - $15,000 | Joint | $201 - $1,000 | Excepted Investment Fund, | 2021 |
JNK JNK- SPDR Bloomberg Barclays High Yield Bond ETF | $1,001 - $15,000 | Joint | $201 - $1,000 | Excepted Investment Fund, | 2021 |
BND BND- Vanguard Total Bond Market Index Fund ETF Shares | $1,001 - $15,000 | Joint | $2,501 - $5,000 | Excepted Investment Fund, | 2021 |
FHLC FHLC- Fidelity MSCI Health Care Index ETF | $1,001 - $15,000 | Joint | None (or less than $201) | Excepted Investment Fund, | 2021 |
RING RING- iShares MSCI Global Gold Miners ETF | $1,001 - $15,000 | Joint | None (or less than $201) | Excepted Investment Fund, | 2021 |
HYS HYS- PIMCO 0-5 Year High Yield Corporate Bond Index Exc | $1,001 - $15,000 | Joint | None (or less than $201) | Excepted Investment Fund, | 2021 |
- TIAA Traditional | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2021 |
- The Provident Bank | $1,001 - $15,000 | Spouse | None (or less than $201) | None, | 2021 |
VOT VOT- Vanguard Mid-Cap Growth Index Fund ETF Shares | None (or less than $1,001) | Self | None (or less than $201) | Excepted Investment Fund, | 2021 |
IWC IWC- iShares Micro-Cap ETF | None (or less than $1,001) | Self | None (or less than $201) | Excepted Investment Fund, | 2021 |
SHY SHY- iShares 1-3 Year Treasury Bond ETF | None (or less than $1,001) | Self | None (or less than $201) | Excepted Investment Fund, | 2021 |
BND BND- Vanguard Total Bond Market Index Fund ETF Shares | None (or less than $1,001) | Self | None (or less than $201) | Excepted Investment Fund, | 2021 |
VEA VEA- Vanguard FTSE Developed Markets Index Fund ETF Sha | None (or less than $1,001) | Self | None (or less than $201) | Excepted Investment Fund, | 2021 |
VOE VOE- Vanguard Mid-Cap Value Index Fund ETF Shares | None (or less than $1,001) | Self | None (or less than $201) | Excepted Investment Fund, | 2021 |
VBK VBK- Vanguard Small-Cap Growth Index Fund ETF Shares | None (or less than $1,001) | Self | None (or less than $201) | Excepted Investment Fund, | 2021 |
VBR VBR- Vanguard Small-Cap Value Index Fund ETF Shares | None (or less than $1,001) | Self | None (or less than $201) | Excepted Investment Fund, | 2021 |
VUG VUG- Vanguard Growth Index Fund ETF Shares | None (or less than $1,001) | Self | None (or less than $201) | Excepted Investment Fund, | 2021 |
VTV VTV- Vanguard Value Index Fund ETF Shares | None (or less than $1,001) | Self | None (or less than $201) | Excepted Investment Fund, | 2021 |
VNQI VNQI- Vanguard Global ex-U.S. Real Estate Index Fund ETF | None (or less than $1,001) | Self | None (or less than $201) | Excepted Investment Fund, | 2021 |
VWO VWO- Vanguard FTSE Emerging Markets Index Fund ETF Shar | None (or less than $1,001) | Self | None (or less than $201) | Excepted Investment Fund, | 2021 |
VNQ VNQ- Vanguard Real Estate Index Fund ETF Shares | None (or less than $1,001) | Self | None (or less than $201) | Excepted Investment Fund, | 2021 |
SHY SHY- iShares 1-3 Year Treasury Bond ETF | None (or less than $1,001) | Joint | $201 - $1,000 | Excepted Investment Fund, | 2021 |
IYF IYF- iShares U.S. Financials ETF | None (or less than $1,001) | Self | None (or less than $201) | Excepted Investment Fund, | 2021 |
VTI VTI- Vanguard Total Stock Market Index Fund ETF Shares | None (or less than $1,001) | Self | None (or less than $201) | Excepted Investment Fund, | 2021 |
- Pershing Government Account | None (or less than $1,001) | Spouse | None (or less than $201) | None, | 2021 |
DBC DBC- Invesco DB Commodity Index Tracking Fund | None (or less than $1,001) | Spouse | None (or less than $201) | Excepted Investment Fund, | 2021 |
TIP TIP- iShares TIPS Bond ETF | None (or less than $1,001) | Spouse | None (or less than $201) | Excepted Investment Fund, | 2021 |
LQD LQD- iShares iBoxx $ Investment Grade Corporate Bond ET | None (or less than $1,001) | Spouse | None (or less than $201) | Excepted Investment Fund, | 2021 |
SHY SHY- iShares 1-3 Year Treasury Bond ETF | None (or less than $1,001) | Spouse | None (or less than $201) | Excepted Investment Fund, | 2021 |
SCZ SCZ- iShares MSCI EAFE Small-Cap ETF | None (or less than $1,001) | Spouse | None (or less than $201) | Excepted Investment Fund, | 2021 |
IWC IWC- iShares Micro-Cap ETF | None (or less than $1,001) | Spouse | None (or less than $201) | Excepted Investment Fund, | 2021 |
BND BND- Vanguard Total Bond Market Index Fund ETF Shares | None (or less than $1,001) | Spouse | None (or less than $201) | Excepted Investment Fund, | 2021 |
VEA VEA- Vanguard FTSE Developed Markets Index Fund ETF Sha | None (or less than $1,001) | Spouse | None (or less than $201) | Excepted Investment Fund, | 2021 |
VNQI VNQI- Vanguard Global ex-U.S. Real Estate Index Fund ETF | None (or less than $1,001) | Spouse | None (or less than $201) | Excepted Investment Fund, | 2021 |
VWO VWO- Vanguard FTSE Emerging Markets Index Fund ETF Shar | None (or less than $1,001) | Spouse | None (or less than $201) | Excepted Investment Fund, | 2021 |
VOE VOE- Vanguard Mid-Cap Value Index Fund ETF Shares | None (or less than $1,001) | Spouse | None (or less than $201) | Excepted Investment Fund, | 2021 |
VOT VOT- Vanguard Mid-Cap Growth Index Fund ETF Shares | None (or less than $1,001) | Spouse | None (or less than $201) | Excepted Investment Fund, | 2021 |
VNQ VNQ- Vanguard Real Estate Index Fund ETF Shares | None (or less than $1,001) | Spouse | None (or less than $201) | Excepted Investment Fund, | 2021 |
VBK VBK- Vanguard Small-Cap Growth Index Fund ETF Shares | None (or less than $1,001) | Spouse | None (or less than $201) | Excepted Investment Fund, | 2021 |
VBR VBR- Vanguard Small-Cap Value Index Fund ETF Shares | None (or less than $1,001) | Spouse | None (or less than $201) | Excepted Investment Fund, | 2021 |
VUG VUG- Vanguard Growth Index Fund ETF Shares | None (or less than $1,001) | Spouse | None (or less than $201) | Excepted Investment Fund, | 2021 |
VTV VTV- Vanguard Value Index Fund ETF Shares | None (or less than $1,001) | Spouse | None (or less than $201) | Excepted Investment Fund, | 2021 |
AWF AWF- AllianceBernstein Global High Income Fund | None (or less than $1,001) | Spouse | None (or less than $201) | Excepted Investment Fund, | 2021 |
FHLC FHLC- Fidelity MSCI Health Care Index ETF | None (or less than $1,001) | Spouse | None (or less than $201) | Excepted Investment Fund, | 2021 |
EEM EEM- iShares MSCI Emerging Markets ETF | None (or less than $1,001) | Spouse | None (or less than $201) | Excepted Investment Fund, | 2021 |
IYF IYF- iShares U.S. Financials ETF | None (or less than $1,001) | Spouse | None (or less than $201) | Excepted Investment Fund, | 2021 |
- Pershing Government Account | None (or less than $1,001) | Self | None (or less than $201) | None, | 2021 |
DBC DBC- Invesco DB Commodity Index Tracking Fund | None (or less than $1,001) | Self | None (or less than $201) | Excepted Investment Fund, | 2021 |
LQD LQD- iShares iBoxx $ Investment Grade Corporate Bond ET | None (or less than $1,001) | Self | None (or less than $201) | Excepted Investment Fund, | 2021 |
TIP TIP- iShares TIPS Bond ETF | None (or less than $1,001) | Self | None (or less than $201) | Excepted Investment Fund, | 2021 |
SCZ SCZ- iShares MSCI EAFE Small-Cap ETF | None (or less than $1,001) | Self | None (or less than $201) | Excepted Investment Fund, | 2021 |
- TIAA-CREF Retirement Plan - Phillips Exeter Academy | Spouse | 2021 | |||
- Bank of America Fixed Term IRA | Spouse | 2021 | |||
- Onadune, LLC | Spouse | 2021 | |||
- Pershing Advisor Solutions LLC - Spouse IRA Rollover # 2 | Spouse | 2021 | |||
- TIAA-CREF Retirement Plan - School Year Abroad 403(b) DC Plan | Spouse | 2021 | |||
- TIAA-CREF Retirement Plan - School Year Abroad 403(b) TDA Plan | Spouse | 2021 | |||
- Citizens Bank IRA CD | Spouse | 2021 | |||
- Pershing Advisor Solutions LLC - IRA Rollover # 3 | Self | 2021 | |||
- Pershing Advisor Solutions LLC - Brokerage | Joint | 2021 | |||
- Onadune, LLC | Self | 2021 | |||
- Citizens Bank IRA CD | Self | 2021 | |||
- Pershing - Rollover IRA # 2 | Self | 2021 | |||
- TIAA-CREF/Partners Healthcare System, Inc. Retirement Plan | Self | 2021 | |||
- Pershing - Spouse Rollover IRA # 1 | Spouse | 2021 | |||
- TIAA-CREF Retirement Plan - Wesleyan University | Spouse | 2021 | |||
- TIAA Traditional | $500,001 - $1,000,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2020 |
- Onadune | $250,001 - $500,000 | Self | $1,001 - $2,500 | Rent/Royalties, | 2020 |
BND BND- Vanguard Total Bond Market Index Fund ETF Shares | $100,001 - $250,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2020 |
- The Provident Bank | $100,001 - $250,000 | Joint | $201 - $1,000 | Interest, | 2020 |
VUG VUG- Vanguard Growth Index Fund ETF Shares | $100,001 - $250,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2020 |
- Northwestern Mutual Adjustable Comp Life | $100,001 - $250,000 | Self | $2,501 - $5,000 | Dividends, | 2020 |
- Northwestern Mutual Adjustable Comp Life | $100,001 - $250,000 | Spouse | $1,001 - $2,500 | Dividends, | 2020 |
QCMMRX QCMMRX- College Retirement Equities Fund - CREF Money Mark | $100,001 - $250,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2020 |
VOT VOT- Vanguard Mid-Cap Growth Index Fund ETF Shares | $50,001 - $100,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2020 |
- Northwestern Mutual Whole Life | $50,001 - $100,000 | Self | $1,001 - $2,500 | Dividends, | 2020 |
- Onadune | $50,001 - $100,000 | Spouse | $201 - $1,000 | Rent/Royalties, | 2020 |
BND BND- Vanguard Total Bond Market Index Fund ETF Shares | $50,001 - $100,000 | Joint | None (or less than $201) | Excepted Investment Fund, | 2020 |
LQD LQD- iShares iBoxx $ Investment Grade Corporate Bond ET | $50,001 - $100,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2020 |
- Northwestern Mutual Adjustable Comp Life | $50,001 - $100,000 | Spouse | $201 - $1,000 | Dividends, | 2020 |
VTV VTV- Vanguard Value Index Fund ETF Shares | $50,001 - $100,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2020 |
VNQ VNQ- Vanguard Real Estate Index Fund ETF Shares | $50,001 - $100,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2020 |
VOE VOE- Vanguard Mid-Cap Value Index Fund ETF Shares | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2020 |
VBK VBK- Vanguard Small-Cap Growth Index Fund ETF Shares | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2020 |
PSP PSP- Invesco Global Listed Private Equity ETF | $15,001 - $50,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2020 |
DVY DVY- iShares Select Dividend ETF | $15,001 - $50,000 | Joint | None (or less than $201) | Excepted Investment Fund, | 2020 |
AMLP AMLP- Alerian MLP ETF | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2020 |
AWF AWF- AllianceBernstein Global High Income Fund | $15,001 - $50,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2020 |
IXC IXC- iShares Global Energy ETF | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2020 |
AWF AWF- AllianceBernstein Global High Income Fund | $15,001 - $50,000 | Joint | None (or less than $201) | Excepted Investment Fund, | 2020 |
IYE IYE- iShares U.S. Energy ETF | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2020 |
TIP TIP- iShares TIPS Bond ETF | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2020 |
YYY YYY- YieldShares High Income ETF | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2020 |
AWF AWF- AllianceBernstein Global High Income Fund | $15,001 - $50,000 | Spouse | None (or less than $201) | None, | 2020 |
FSK FSK- FS KKR Capital Corp. | $15,001 - $50,000 | Spouse | None (or less than $201) | None, | 2020 |
VNQ VNQ- Vanguard Real Estate Index Fund ETF Shares | $15,001 - $50,000 | Joint | None (or less than $201) | Excepted Investment Fund, | 2020 |
- Citizens Bank | $15,001 - $50,000 | Self | None (or less than $201) | None, | 2020 |
SHY SHY- iShares 1-3 Year Treasury Bond ETF | $15,001 - $50,000 | Joint | None (or less than $201) | Excepted Investment Fund, | 2020 |
- Northwestern Mutual Whole Life Policy | $15,001 - $50,000 | Spouse | $201 - $1,000 | Dividends, | 2020 |
VTV VTV- Vanguard Value Index Fund ETF Shares | $15,001 - $50,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2020 |
VUG VUG- Vanguard Growth Index Fund ETF Shares | $15,001 - $50,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2020 |
BND BND- Vanguard Total Bond Market Index Fund ETF Shares | $15,001 - $50,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2020 |
LQD LQD- iShares iBoxx $ Investment Grade Corporate Bond ET | $15,001 - $50,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2020 |
TIP TIP- iShares TIPS Bond ETF | $15,001 - $50,000 | Joint | None (or less than $201) | Excepted Investment Fund, | 2020 |
VBR VBR- Vanguard Small-Cap Value Index Fund ETF Shares | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2020 |
FSK FSK- FS KKR Capital Corp. | $15,001 - $50,000 | Joint | None (or less than $201) | Excepted Investment Fund, | 2020 |
DBC DBC- Invesco DB Commodity Index Tracking Fund | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2020 |
TIP TIP- iShares TIPS Bond ETF | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2020 |
SHY SHY- iShares 1-3 Year Treasury Bond ETF | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2020 |
SCZ SCZ- iShares MSCI EAFE Small-Cap ETF | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2020 |
IWC IWC- iShares Micro-Cap ETF | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2020 |
VEA VEA- Vanguard FTSE Developed Markets Index Fund ETF Sha | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2020 |
VNQI VNQI- Vanguard Global ex-U.S. Real Estate Index Fund ETF | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2020 |
VWO VWO- Vanguard FTSE Emerging Markets Index Fund ETF Shar | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2020 |
FHLC FHLC- Fidelity MSCI Health Care Index ETF | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2020 |
RING RING- iShares MSCI Global Gold Miners ETF | $1,001 - $15,000 | Joint | None (or less than $201) | Excepted Investment Fund, | 2020 |
- Citizens Bank | $1,001 - $15,000 | Joint | None (or less than $201) | None, | 2020 |
- Citizens Bank | $1,001 - $15,000 | Spouse | None (or less than $201) | None, | 2020 |
- Bank of America | $1,001 - $15,000 | Spouse | None (or less than $201) | None, | 2020 |
- FDRXX - Fidelity Government Cash Reserves | $1,001 - $15,000 | Spouse | None (or less than $201) | None, | 2020 |
PSP PSP- Invesco Global Listed Private Equity ETF | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2020 |
SLVP SLVP- iShares MSCI Global Silver Miners ETF | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2020 |
JNK JNK- SPDR Bloomberg Barclays High Yield Bond ETF | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2020 |
DBC DBC- Invesco DB Commodity Index Tracking Fund | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2020 |
FHLC FHLC- Fidelity MSCI Health Care Index ETF | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2020 |
EEM EEM- iShares MSCI Emerging Markets ETF | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2020 |
RING RING- iShares MSCI Global Gold Miners ETF | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2020 |
HYS HYS- PIMCO 0-5 Year High Yield Corporate Bond Index Exc | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2020 |
XLV XLV- Health Care Select Sector SPDR Fund | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2020 |
VIS VIS- Vanguard Industrials Index Fund ETF Shares | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2020 |
VTV VTV- Vanguard Value Index Fund ETF Shares | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2020 |
AMLP AMLP- Alerian MLP ETF | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2020 |
IXC IXC- iShares Global Energy ETF | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2020 |
TIP TIP- iShares TIPS Bond ETF | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2020 |
JNK JNK- SPDR Bloomberg Barclays High Yield Bond ETF | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2020 |
DBC DBC- Invesco DB Commodity Index Tracking Fund | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2020 |
ET ET- Energy Transfer LP | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2020 |
FSK FSK- FS KKR Capital Corp. | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2020 |
QCSCPX QCSCPX- College Retirement Equities Fund - CREF Social Cho | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2020 |
- Pershing Advisor Solutions LLC | $1,001 - $15,000 | Joint | None (or less than $201) | None, | 2020 |
AMLP AMLP- Alerian MLP ETF | $1,001 - $15,000 | Joint | None (or less than $201) | Excepted Investment Fund, | 2020 |
YYY YYY- YieldShares High Income ETF | $1,001 - $15,000 | Joint | None (or less than $201) | Excepted Investment Fund, | 2020 |
DBC DBC- Invesco DB Commodity Index Tracking Fund | $1,001 - $15,000 | Joint | None (or less than $201) | Excepted Investment Fund, | 2020 |
SLVP SLVP- iShares MSCI Global Silver Miners ETF | $1,001 - $15,000 | Joint | None (or less than $201) | Excepted Investment Fund, | 2020 |
JNK JNK- SPDR Bloomberg Barclays High Yield Bond ETF | $1,001 - $15,000 | Joint | None (or less than $201) | Excepted Investment Fund, | 2020 |
FHLC FHLC- Fidelity MSCI Health Care Index ETF | $1,001 - $15,000 | Joint | None (or less than $201) | Excepted Investment Fund, | 2020 |
HYS HYS- PIMCO 0-5 Year High Yield Corporate Bond Index Exc | $1,001 - $15,000 | Joint | None (or less than $201) | Excepted Investment Fund, | 2020 |
- Pershing Government Account | $1,001 - $15,000 | Spouse | None (or less than $201) | None, | 2020 |
DBC DBC- Invesco DB Commodity Index Tracking Fund | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2020 |
TIP TIP- iShares TIPS Bond ETF | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2020 |
SCZ SCZ- iShares MSCI EAFE Small-Cap ETF | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2020 |
IWC IWC- iShares Micro-Cap ETF | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2020 |
SHY SHY- iShares 1-3 Year Treasury Bond ETF | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2020 |
VEA VEA- Vanguard FTSE Developed Markets Index Fund ETF Sha | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2020 |
VOE VOE- Vanguard Mid-Cap Value Index Fund ETF Shares | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2020 |
VOT VOT- Vanguard Mid-Cap Growth Index Fund ETF Shares | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2020 |
VBK VBK- Vanguard Small-Cap Growth Index Fund ETF Shares | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2020 |
VBR VBR- Vanguard Small-Cap Value Index Fund ETF Shares | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2020 |
VNQI VNQI- Vanguard Global ex-U.S. Real Estate Index Fund ETF | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2020 |
VWO VWO- Vanguard FTSE Emerging Markets Index Fund ETF Shar | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2020 |
VNQ VNQ- Vanguard Real Estate Index Fund ETF Shares | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2020 |
IYF IYF- iShares U.S. Financials ETF | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2020 |
AWF AWF- AllianceBernstein Global High Income Fund | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2020 |
EEM EEM- iShares MSCI Emerging Markets ETF | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2020 |
IYF IYF- iShares U.S. Financials ETF | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2020 |
- TIAA Traditional | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2020 |
- Pershing Government Account | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2020 |
- Pershing Advisor Solutions LLC - Spouse IRA Rollover # 2 | Spouse | 2020 | |||
- Bank of America Fixed Term IRA | Spouse | 2020 | |||
- Citizens Bank IRA CD | Spouse | 2020 | |||
- Pershing - Spouse Rollover IRA # 1 | Spouse | 2020 | |||
- Onadune, LLC | Self | 2020 | |||
- Onadune, LLC | Spouse | 2020 | |||
- Pershing Advisor Solutions LLC - Brokerage | Joint | 2020 | |||
- Pershing - Rollover IRA # 2 | Self | 2020 | |||
- TIAA-CREF Retirement Plan - Wesleyan University | Spouse | 2020 | |||
- Citizens Bank IRA CD | Self | 2020 | |||
- TIAA-CREF Retirement Plan - School Year Abroad 403(b) DC Plan | Spouse | 2020 | |||
- TIAA-CREF/Partners Healthcare System, Inc. Retirement Plan | Self | 2020 | |||
- Pershing Advisor Solutions LLC - IRA Rollover # 3 | Self | 2020 | |||
- TIAA-CREF Retirement Plan - Phillips Exeter Academy | Spouse | 2020 | |||
- TIAA Traditional | $500,001 - $1,000,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2019 |
- Onadune | $250,001 - $500,000 | Self | $1,001 - $2,500 | Rent/Royalties, | 2019 |
- The Provident Bank | $250,001 - $500,000 | Joint | $201 - $1,000 | Interest, | 2019 |
- Northwestern Mutual Adjustable Comp Life | $100,001 - $250,000 | Spouse | $1,001 - $2,500 | Dividends, | 2019 |
QCMMRX QCMMRX- College Retirement Equities Fund - CREF Money Mark | $100,001 - $250,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2019 |
BND BND- Vanguard Total Bond Market Index Fund ETF Shares | $100,001 - $250,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2019 |
- Northwestern Mutual Adjustable Comp Life | $100,001 - $250,000 | Self | $1,001 - $2,500 | Dividends, | 2019 |
- Onadune | $50,001 - $100,000 | Spouse | $201 - $1,000 | Rent/Royalties, | 2019 |
- Northwestern Mutual Adjustable Comp Life | $50,001 - $100,000 | Spouse | $201 - $1,000 | Dividends, | 2019 |
- Northwestern Mutual Whole Life | $50,001 - $100,000 | Self | $201 - $1,000 | Dividends, | 2019 |
BND BND- Vanguard Total Bond Market Index Fund ETF Shares | $50,001 - $100,000 | Joint | None (or less than $201) | Excepted Investment Fund, | 2019 |
VUG VUG- Vanguard Growth Index Fund ETF Shares | $50,001 - $100,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2019 |
LQD LQD- iShares iBoxx $ Investment Grade Corporate Bond ET | $50,001 - $100,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2019 |
VTV VTV- Vanguard Value Index Fund ETF Shares | $50,001 - $100,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2019 |
DBC DBC- Invesco DB Commodity Index Tracking Fund | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2019 |
TIP TIP- iShares TIPS Bond ETF | $15,001 - $50,000 | Joint | None (or less than $201) | Excepted Investment Fund, | 2019 |
SHY SHY- iShares 1-3 Year Treasury Bond ETF | $15,001 - $50,000 | Joint | None (or less than $201) | Excepted Investment Fund, | 2019 |
AWF AWF- AllianceBernstein Global High Income Fund | $15,001 - $50,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2019 |
VNQ VNQ- Vanguard Real Estate Index Fund ETF Shares | $15,001 - $50,000 | Joint | None (or less than $201) | Excepted Investment Fund, | 2019 |
- Citizens Bank | $15,001 - $50,000 | Self | None (or less than $201) | None, | 2019 |
AWF AWF- AllianceBernstein Global High Income Fund | $15,001 - $50,000 | Spouse | None (or less than $201) | None, | 2019 |
FSK FSK- FS KKR Capital Corp. | $15,001 - $50,000 | Spouse | None (or less than $201) | None, | 2019 |
AWF AWF- AllianceBernstein Global High Income Fund | $15,001 - $50,000 | Joint | None (or less than $201) | Excepted Investment Fund, | 2019 |
- Pershing Advisor Solutions LLC | $15,001 - $50,000 | Joint | None (or less than $201) | None, | 2019 |
- FDRXX - Fidelity Government Cash Reserves | $15,001 - $50,000 | Spouse | None (or less than $201) | None, | 2019 |
AMLP AMLP- Alerian MLP ETF | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2019 |
- Northwestern Mutual Whole Life Policy | $15,001 - $50,000 | Spouse | $201 - $1,000 | Dividends, | 2019 |
IYE IYE- iShares U.S. Energy ETF | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2019 |
VUG VUG- Vanguard Growth Index Fund ETF Shares | $15,001 - $50,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2019 |
VTV VTV- Vanguard Value Index Fund ETF Shares | $15,001 - $50,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2019 |
BND BND- Vanguard Total Bond Market Index Fund ETF Shares | $15,001 - $50,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2019 |
VBR VBR- Vanguard Small-Cap Value Index Fund ETF Shares | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2019 |
VBK VBK- Vanguard Small-Cap Growth Index Fund ETF Shares | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2019 |
VNQ VNQ- Vanguard Real Estate Index Fund ETF Shares | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2019 |
VOT VOT- Vanguard Mid-Cap Growth Index Fund ETF Shares | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2019 |
VOE VOE- Vanguard Mid-Cap Value Index Fund ETF Shares | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2019 |
VWO VWO- Vanguard FTSE Emerging Markets Index Fund ETF Shar | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2019 |
VNQI VNQI- Vanguard Global ex-U.S. Real Estate Index Fund ETF | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2019 |
VEA VEA- Vanguard FTSE Developed Markets Index Fund ETF Sha | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2019 |
IWC IWC- iShares Micro-Cap ETF | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2019 |
SCZ SCZ- iShares MSCI EAFE Small-Cap ETF | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2019 |
SHY SHY- iShares 1-3 Year Treasury Bond ETF | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2019 |
TIP TIP- iShares TIPS Bond ETF | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2019 |
IWC IWC- iShares Micro-Cap ETF | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2019 |
DBC DBC- Invesco DB Commodity Index Tracking Fund | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2019 |
QCSCPX QCSCPX- College Retirement Equities Fund - CREF Social Cho | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2019 |
AMLP AMLP- Alerian MLP ETF | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2019 |
PSP PSP- Invesco Global Listed Private Equity ETF | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2019 |
IXC IXC- iShares Global Energy ETF | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2019 |
TIP TIP- iShares TIPS Bond ETF | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2019 |
JNK JNK- SPDR Bloomberg Barclays High Yield Bond ETF | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2019 |
DBC DBC- Invesco DB Commodity Index Tracking Fund | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2019 |
JNK JNK- SPDR Bloomberg Barclays High Yield Bond ETF | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2019 |
FSK FSK- FS KKR Capital Corp. | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2019 |
- Citizens Bank | $1,001 - $15,000 | Joint | None (or less than $201) | None, | 2019 |
- Citizens Bank | $1,001 - $15,000 | Spouse | None (or less than $201) | None, | 2019 |
DVY DVY- iShares Select Dividend ETF | $1,001 - $15,000 | Joint | None (or less than $201) | Excepted Investment Fund, | 2019 |
SLVP SLVP- iShares MSCI Global Silver Miners ETF | $1,001 - $15,000 | Joint | None (or less than $201) | Excepted Investment Fund, | 2019 |
DBC DBC- Invesco DB Commodity Index Tracking Fund | $1,001 - $15,000 | Joint | None (or less than $201) | Excepted Investment Fund, | 2019 |
- Bank of America | $1,001 - $15,000 | Spouse | None (or less than $201) | None, | 2019 |
YYY YYY- YieldShares High Income ETF | $1,001 - $15,000 | Joint | None (or less than $201) | Excepted Investment Fund, | 2019 |
AMLP AMLP- Alerian MLP ETF | $1,001 - $15,000 | Joint | None (or less than $201) | Excepted Investment Fund, | 2019 |
FSK FSK- FS KKR Capital Corp. | $1,001 - $15,000 | Joint | None (or less than $201) | Excepted Investment Fund, | 2019 |
PSP PSP- Invesco Global Listed Private Equity ETF | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2019 |
SLVP SLVP- iShares MSCI Global Silver Miners ETF | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2019 |
IXC IXC- iShares Global Energy ETF | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2019 |
TIP TIP- iShares TIPS Bond ETF | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2019 |
ET ET- Energy Transfer LP | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2019 |
YYY YYY- YieldShares High Income ETF | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2019 |
JNK JNK- SPDR Bloomberg Barclays High Yield Bond ETF | $1,001 - $15,000 | Joint | None (or less than $201) | Excepted Investment Fund, | 2019 |
- Pershing Government Account | $1,001 - $15,000 | Spouse | None (or less than $201) | None, | 2019 |
- TIAA Traditional | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2019 |
- Pershing Government Account | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2019 |
DBC DBC- Invesco DB Commodity Index Tracking Fund | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2019 |
LQD LQD- iShares iBoxx $ Investment Grade Corporate Bond ET | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2019 |
TIP TIP- iShares TIPS Bond ETF | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2019 |
SCZ SCZ- iShares MSCI EAFE Small-Cap ETF | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2019 |
SHY SHY- iShares 1-3 Year Treasury Bond ETF | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2019 |
VEA VEA- Vanguard FTSE Developed Markets Index Fund ETF Sha | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2019 |
VOE VOE- Vanguard Mid-Cap Value Index Fund ETF Shares | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2019 |
VOT VOT- Vanguard Mid-Cap Growth Index Fund ETF Shares | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2019 |
VBK VBK- Vanguard Small-Cap Growth Index Fund ETF Shares | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2019 |
VBR VBR- Vanguard Small-Cap Value Index Fund ETF Shares | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2019 |
VNQI VNQI- Vanguard Global ex-U.S. Real Estate Index Fund ETF | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2019 |
VWO VWO- Vanguard FTSE Emerging Markets Index Fund ETF Shar | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2019 |
VNQ VNQ- Vanguard Real Estate Index Fund ETF Shares | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2019 |
BND BND- Vanguard Total Bond Market Index Fund ETF Shares | None (or less than $1,001) | Joint | $1,001 - $2,500 | Excepted Investment Fund, | 2019 |
SHY SHY- iShares 1-3 Year Treasury Bond ETF | None (or less than $1,001) | Joint | $201 - $1,000 | Excepted Investment Fund, | 2019 |
TIP TIP- iShares TIPS Bond ETF | None (or less than $1,001) | Joint | $201 - $1,000 | Excepted Investment Fund, | 2019 |
DVY DVY- iShares Select Dividend ETF | None (or less than $1,001) | Joint | $201 - $1,000 | Excepted Investment Fund, | 2019 |
AWF AWF- AllianceBernstein Global High Income Fund | None (or less than $1,001) | Joint | $1,001 - $2,500 | Dividends, | 2019 |
- Fidelity Cash | None (or less than $1,001) | Joint | None (or less than $201) | None, | 2019 |
JNK JNK- SPDR Bloomberg Barclays High Yield Bond ETF | None (or less than $1,001) | Joint | $201 - $1,000 | Excepted Investment Fund, | 2019 |
- FDRXX - Fidelity Government Cash Reserves | None (or less than $1,001) | Self | None (or less than $201) | None, | 2019 |
- Bank of America | None (or less than $1,001) | Self | None (or less than $201) | None, | 2019 |
FSK FSK- FS KKR Capital Corp. | None (or less than $1,001) | Joint | $1,001 - $2,500 | Excepted Investment Fund, | 2019 |
VNQ VNQ- Vanguard Real Estate Index Fund ETF Shares | None (or less than $1,001) | Joint | $201 - $1,000 | Excepted Investment Fund, | 2019 |
- TIAA-CREF/Partners Healthcare System, Inc. Retirement Plan | Self | 2019 | |||
- Pershing Advisor Solutions LLC - Spouse IRA Rollover # 2 | Spouse | 2019 | |||
- Citizens Bank IRA CD | Self | 2019 | |||
- Bank of America Fixed Term IRA | Self | 2019 | |||
- Bank of America Fixed Term IRA | Spouse | 2019 | |||
- TIAA-CREF Retirement Plan - School Year Abroad 403(b) DC Plan | Spouse | 2019 | |||
- Onadune, LLC | Self | 2019 | |||
- Onadune, LLC | Spouse | 2019 | |||
- Fidelity Brokerage Account | Joint | 2019 | |||
- Fidelity Spouse Rollover IRA # 1 | Spouse | 2019 | |||
- TIAA-CREF Retirement Plan - Phillips Exeter Academy | Spouse | 2019 | |||
- Fidelity Rollover IRA # 1 | Self | 2019 | |||
- Fidelity Rollover IRA # 2 | Self | 2019 | |||
- Pershing Advisor Solutions LLC - Brokerage | Joint | 2019 | |||
- Pershing Advisor Solutions LLC - IRA Rollover # 3 | Self | 2019 | |||
- TIAA-CREF Retirement Plan - Wesleyan University | Spouse | 2019 | |||
- Citizens Bank IRA CD | Spouse | 2019 | |||
- QCSTPX - CREF Stock Account - R2 | $500,001 - $1,000,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2018 |
- TIAA Traditional | $500,001 - $1,000,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2018 |
- QCSTPX - CREF Stock Account - R2 | $500,001 - $1,000,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2018 |
- TIAA Traditional | $500,001 - $1,000,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2018 |
- The Provident Bank | $250,001 - $500,000 | Joint | $201 - $1,000 | Interest, | 2018 |
- Onadune | $250,001 - $500,000 | Self | $1,001 - $2,500 | Rent/Royalties, | 2018 |
- Onadune | $250,001 - $500,000 | Self | $1,001 - $2,500 | Rent/Royalties, | 2018 |
- The Provident Bank | $250,001 - $500,000 | Joint | $201 - $1,000 | Interest, | 2018 |
- VTXVX - Vanguard Target Retirement 2015 Inv | $100,001 - $250,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2018 |
- Northwestern Mutual Adjustable Comp Life | $100,001 - $250,000 | Self | $1,001 - $2,500 | Dividends, | 2018 |
- Northwestern Mutual Adjustable Comp Life | $100,001 - $250,000 | Spouse | $1,001 - $2,500 | Dividends, | 2018 |
- VTXVX - Vanguard Target Retirement 2015 Inv | $100,001 - $250,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2018 |
- Northwestern Mutual Adjustable Comp Life | $100,001 - $250,000 | Spouse | $1,001 - $2,500 | Dividends, | 2018 |
- Northwestern Mutual Adjustable Comp Life | $100,001 - $250,000 | Self | $1,001 - $2,500 | Dividends, | 2018 |
- Northwestern Mutual Whole Life | $50,001 - $100,000 | Self | $201 - $1,000 | Dividends, | 2018 |
- Northwestern Mutual Adjustable Comp Life | $50,001 - $100,000 | Spouse | $201 - $1,000 | Dividends, | 2018 |
- Northwestern Mutual Whole Life | $50,001 - $100,000 | Self | $201 - $1,000 | Dividends, | 2018 |
- Northwestern Mutual Adjustable Comp Life | $50,001 - $100,000 | Spouse | $201 - $1,000 | Dividends, | 2018 |
- Onadune | $50,001 - $100,000 | Spouse | $201 - $1,000 | Rent/Royalties, | 2018 |
- Onadune | $50,001 - $100,000 | Spouse | $201 - $1,000 | Rent/Royalties, | 2018 |
- Northwestern Mutual Whole Life Policy | $15,001 - $50,000 | Spouse | $201 - $1,000 | Dividends, | 2018 |
- VTENX - Vanguard Target Retirement 2010 Inv | $15,001 - $50,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2018 |
QCMMRX QCMMRX- CREF Money Market Account - R1 | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2018 |
- QCSTPX-CREF Stock Account - R2 | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2018 |
- VTENX - Vanguard Target Retirement 2010 Inv | $15,001 - $50,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2018 |
- Citizens Bank | $15,001 - $50,000 | Self | None (or less than $201) | None, | 2018 |
- Northwestern Mutual Whole Life Policy | $15,001 - $50,000 | Spouse | $201 - $1,000 | Dividends, | 2018 |
- TIAA-CREF Money Market R1 | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2018 |
- Citizens Bank | $15,001 - $50,000 | Self | None (or less than $201) | None, | 2018 |
- TIAA-CREF Money Market R1 | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2018 |
- QCSTPX-CREF Stock Account - R2 | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2018 |
QCMMRX QCMMRX- CREF Money Market Account - R1 | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2018 |
- Bank of America | $1,001 - $15,000 | Spouse | None (or less than $201) | None, | 2018 |
- Citizens Bank | $1,001 - $15,000 | Spouse | None (or less than $201) | None, | 2018 |
- Bank of America | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2018 |
- VTHRX - Vanguard Target Retirement 2030 Inv | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2018 |
- VTTVX - Vanguard Target Retirement 2025 Inv | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2018 |
QCSCPX QCSCPX- CREF Social Choice Account - R2 | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2018 |
- Citizens Bank | $1,001 - $15,000 | Joint | None (or less than $201) | None, Interest, | 2018 |
- TIAA Traditional | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2018 |
- VTHRX - Vanguard Target Retirement 2030 Inv | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2018 |
- VTTVX - Vanguard Target Retirement 2025 Inv | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2018 |
QCSCPX QCSCPX- CREF Social Choice Account - R2 | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2018 |
- Citizens Bank | $1,001 - $15,000 | Joint | None (or less than $201) | None, Interest, | 2018 |
- Citizens Bank | $1,001 - $15,000 | Spouse | None (or less than $201) | None, | 2018 |
- Bank of America | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2018 |
- Bank of America | $1,001 - $15,000 | Spouse | None (or less than $201) | None, | 2018 |
- TIAA Traditional | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2018 |
- Citizens Bank IRA CD | Self | 2018 | |||
- TIAA-CREF/Partners Healthcare System, Inc Retirement Plan | Self | 2018 | |||
- Fidelity 401(k) | Self | 2018 | |||
- Voya Financial 401(k) | Self | 2018 | |||
- Bank of America Fixed Term IRA | Self | 2018 | |||
- Onadune, LLC | Spouse | 2018 | |||
- Citizens Bank IRA CD | Self | 2018 | |||
- Bank of America Fixed Term IRA | Spouse | 2018 | |||
- Bank of America Fixed Term IRA | Self | 2018 | |||
- Citizens Bank IRA CD | Spouse | 2018 | |||
- TIAA-CREF Retirement Plan- Phillips Exeter Academy | Spouse | 2018 | |||
- Bank of America Fixed Term IRA | Spouse | 2018 | |||
- TIAA-CREF Retirement Plan- Wesleyan University | Spouse | 2018 | |||
- TIAA-CREF/Partners Healthcare System, Inc Retirement Plan | Self | 2018 | |||
- Onadune, LLC | Self | 2018 | |||
- TIAA-CREF Retirement Plan- Phillips Exeter Academy | Spouse | 2018 | |||
- Onadune, LLC | Self | 2018 | |||
- Citizens Bank IRA CD | Spouse | 2018 | |||
- TIAA-CREF Retirement Plan- Wesleyan University | Spouse | 2018 | |||
- TIAA-CREF Retirement Plan - School Year Abroad 403(b) DC Plan | Spouse | 2018 | |||
- TIAA-CREF Retirement Plan - School Year Abroad 403(b) DC Plan | Spouse | 2018 | |||
- Voya Financial 401(k) | Self | 2018 | |||
- Fidelity 401(k) | Self | 2018 | |||
- Onadune, LLC | Spouse | 2018 | |||
- QCSTPX - CREF Stock Account - R2 | $500,001 - $1,000,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2017 |
- TIAA Traditional | $500,001 - $1,000,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2017 |
- QCSTPX - CREF Stock Account - R2 | $500,001 - $1,000,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2017 |
- TIAA Traditional | $500,001 - $1,000,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2017 |
- The Provident Bank | $250,001 - $500,000 | Joint | $201 - $1,000 | Interest, | 2017 |
- The Provident Bank | $250,001 - $500,000 | Joint | $201 - $1,000 | Interest, | 2017 |
- Onadune | $250,001 - $500,000 | Self | $1,001 - $2,500 | Rent/Royalties, | 2017 |
- Onadune | $250,001 - $500,000 | Self | $1,001 - $2,500 | Rent/Royalties, | 2017 |
- Northwestern Mutual Adjustable Comp Life | $100,001 - $250,000 | Self | $1,001 - $2,500 | Dividends, | 2017 |
- Northwestern Mutual Adjustable Comp Life | $100,001 - $250,000 | Spouse | $1,001 - $2,500 | Dividends, | 2017 |
- Northwestern Mutual Adjustable Comp Life | $100,001 - $250,000 | Self | $1,001 - $2,500 | Dividends, | 2017 |
- VTXVX - Vanguard Target Retirement 2015 Inv | $100,001 - $250,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2017 |
- VTXVX - Vanguard Target Retirement 2015 Inv | $100,001 - $250,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2017 |
- Northwestern Mutual Adjustable Comp Life | $100,001 - $250,000 | Spouse | $1,001 - $2,500 | Dividends, | 2017 |
- Northwestern Mutual Adjustable Comp Life | $50,001 - $100,000 | Spouse | $201 - $1,000 | Dividends, | 2017 |
- Northwestern Mutual Adjustable Comp Life | $50,001 - $100,000 | Spouse | $201 - $1,000 | Dividends, | 2017 |
- Onadune | $50,001 - $100,000 | Spouse | $201 - $1,000 | Rent/Royalties, | 2017 |
- Onadune | $50,001 - $100,000 | Spouse | $201 - $1,000 | Rent/Royalties, | 2017 |
- Northwestern Mutual Whole Life | $50,001 - $100,000 | Self | $201 - $1,000 | Dividends, | 2017 |
- Northwestern Mutual Whole Life | $50,001 - $100,000 | Self | $201 - $1,000 | Dividends, | 2017 |
- Northwestern Mutual Whole Life Policy | $15,001 - $50,000 | Spouse | $201 - $1,000 | Dividends, | 2017 |
QCSTPX QCSTPX- CREF Stock Account - R2 | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2017 |
QCMMRX QCMMRX- CREF Money Market Account - R1 | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2017 |
- VTENX - Vanguard Target Retirement 2010 Inv | $15,001 - $50,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2017 |
- Citizens Bank | $15,001 - $50,000 | Self | None (or less than $201) | None, | 2017 |
- TIAA-CREF Money Market R1 | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2017 |
- TIAA-CREF Money Market R1 | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2017 |
- VTENX - Vanguard Target Retirement 2010 Inv | $15,001 - $50,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2017 |
- Citizens Bank | $15,001 - $50,000 | Self | None (or less than $201) | None, | 2017 |
- Northwestern Mutual Whole Life Policy | $15,001 - $50,000 | Spouse | $201 - $1,000 | Dividends, | 2017 |
QCSTPX QCSTPX- CREF Stock Account - R2 | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2017 |
QCMMRX QCMMRX- CREF Money Market Account - R1 | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2017 |
- Bank of America | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2017 |
- VTHRX - Vanguard Target Retirement 2030 Inv | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2017 |
- VTHRX - Vanguard Target Retirement 2030 Inv | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2017 |
- VTTVX - Vanguard Target Retirement 2025 Inv | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2017 |
QCSCPX QCSCPX- CREF Social Choice Account - R2 | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2017 |
- Citizens Bank | $1,001 - $15,000 | Joint | None (or less than $201) | Interest, | 2017 |
- Citizens Bank | $1,001 - $15,000 | Spouse | None (or less than $201) | None, | 2017 |
- Bank of America | $1,001 - $15,000 | Spouse | None (or less than $201) | None, | 2017 |
- TIAA Traditional | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2017 |
- VTTVX - Vanguard Target Retirement 2025 Inv | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2017 |
QCSCPX QCSCPX- CREF Social Choice Account - R2 | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2017 |
- Citizens Bank | $1,001 - $15,000 | Joint | None (or less than $201) | Interest, | 2017 |
- Citizens Bank | $1,001 - $15,000 | Spouse | None (or less than $201) | None, | 2017 |
- Bank of America | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2017 |
- TIAA Traditional | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2017 |
- Bank of America | $1,001 - $15,000 | Spouse | None (or less than $201) | None, | 2017 |
- TIAA-CREF Retirement Plan- Wesleyan University | Spouse | 2017 | |||
- Onadune, LLC | Spouse | 2017 | |||
- Onadune, LLC | Self | 2017 | |||
- Bank of America Fixed Term IRA | Spouse | 2017 | |||
- Bank of America Fixed Term IRA | Self | 2017 | |||
- Citizens Bank IRA CD | Self | 2017 | |||
- TIAA-CREF/Partners Healthcare System, Inc Retirement Plan | Self | 2017 | |||
- Onadune, LLC | Spouse | 2017 | |||
- Citizens Bank IRA CD | Self | 2017 | |||
- TIAA-CREF Retirement Plan- Phillips Exeter Academy | Spouse | 2017 | |||
- Bank of America Fixed Term IRA | Self | 2017 | |||
- Voya Financial 401(k) | Self | 2017 | |||
- Citizens Bank IRA CD | Spouse | 2017 | |||
- Citizens Bank IRA CD | Spouse | 2017 | |||
- Fidelity 401(k) | Self | 2017 | |||
- Bank of America Fixed Term IRA | Spouse | 2017 | |||
- TIAA-CREF/Partners Healthcare System, Inc Retirement Plan | Self | 2017 | |||
- TIAA-CREF Retirement Plan- Wesleyan University | Spouse | 2017 | |||
- Voya Financial 401(k) | Self | 2017 | |||
- TIAA-CREF Retirement Plan- Phillips Exeter Academy | Spouse | 2017 | |||
- TIAA-CREF Retirement Plan - School Year Abroad 403(b) DC Plan | Spouse | 2017 | |||
- Onadune, LLC | Self | 2017 | |||
- Fidelity 401(k) | Self | 2017 | |||
- TIAA-CREF Retirement Plan - School Year Abroad 403(b) DC Plan | Spouse | 2017 |
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