—
Net Worth Est.
$955.01KTrade volume
$0Total trades
-----Last Traded
----Mutual Funds Mutual Fund
$648.51K
Bank Deposit
$223.5K
Annuity Fixed
$83K
Ticker | Amount | Owner | Income | Income Type | Filing Year |
|---|---|---|---|---|---|
 - VALIC Fixed Account Plus | $100,001 - $250,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2024 |
- U.S. Senate Federal Credit Union | $100,001 - $250,000 | Joint | None (or less than $201) | Dividends, | 2024 |
- CREF Growth Account - R1 | $50,001 - $100,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2024 |
- TIAA Traditional Annuity | $50,001 - $100,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2024 |
- VALIC Socially Responsible | $50,001 - $100,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2024 |
- U.S. Federal Credit Union | $15,001 - $50,000 | Spouse | None (or less than $201) | Dividends, | 2024 |
- TIAA-CREF Social Choice Eq Instl | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2024 |
- CREF Stock Account - R1 | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2024 |
- VALIC Small Cap Aggressive Growth | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2024 |
- VALIC Small Cap Fund | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2024 |
- VALIC American Beacon Broadway Large Cap | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2024 |
- CREF Global Equities Account | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2024 |
- TIAA-CREF Real Estate Sec Instl | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2024 |
- VALIC Mid Cap Index | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2024 |
- VALIC Small Cap Index | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2024 |
- VALIC Intl Socially Responsible Fund | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2024 |
- VALIC International Eqs Idx | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2024 |
- VALIC Inflation Protected Fund | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2024 |
- VALIC Small Mid-Growth Fund | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2024 |
- North Country Federal Credit Union | $1,001 - $15,000 | Spouse | None (or less than $201) | Interest, | 2024 |
- TIAA-CREF Mid-Cap Growth Retire | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2024 |
- CREF Bond Market Account - R1 | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2024 |
- Teachers Personal Annuity Fixed Account | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2024 |
- TIAA Teacher's Personal Annuity Stock Account | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2024 |
- CREF Inflation Linked Bond | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2024 |
- CREF Equity Index | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2024 |
- VALIC Growth Fund | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2024 |
- M & T Bank | $1,001 - $15,000 | Joint | None (or less than $201) | Interest, | 2024 |
- Spousal Retirement IRA | Spouse | 2024 | |||
- Spouse Retirement Plan 2 | Spouse | 2024 | |||
- City of Burlington Pension Plan | Unascertainable | Self | None (or less than $201) | None, | 2024 |
- Spouse Retirement plan | Spouse | 2024 | |||
- U.S. Senate Federal Credit Union | $100,001 - $250,000 | Joint | None (or less than $201) | Dividends, | 2023 |
- VALIC Fixed Account Plus | $100,001 - $250,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2023 |
- People's United Bank | $50,001 - $100,000 | Joint | None (or less than $201) | Interest, | 2023 |
- VALIC Socially Responsible | $50,001 - $100,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2023 |
- TIAA Traditional Annuity | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2023 |
- CREF Stock Account - R1 | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2023 |
- TIAA-CREF Real Estate Sec Instl | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2023 |
- VALIC Small Cap Aggressive Growth | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2023 |
- CREF Growth Account - R1 | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2023 |
- People's United Bank | $15,001 - $50,000 | Spouse | None (or less than $201) | Dividends, | 2023 |
- TIAA-CREF Social Choice Eq Instl | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2023 |
- CREF Global Equities Account | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2023 |
- VALIC Small Cap Fund | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2023 |
- VALIC Small Mid-Growth Fund | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2023 |
- North Country Federal Credit Union | $1,001 - $15,000 | Spouse | None (or less than $201) | Interest, | 2023 |
- TIAA-CREF Mid-Cap Growth Retire | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2023 |
- CREF Bond Market Account - R1 | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2023 |
- Teachers Personal Annuity Fixed Account | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2023 |
- TIAA Teacher's Personal Annuity Stock Account | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2023 |
- CREF Equity Index | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2023 |
- VALIC American Beacon Broadway Large Cap | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2023 |
- VALIC Growth Fund | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2023 |
- VALIC Mid Cap Index | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2023 |
- VALIC Small Cap Index | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2023 |
- VALIC Global Social Awareness | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2023 |
- VALIC International Eqs Idx | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2023 |
- VALIC Inflation Protected Fund | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2023 |
- CREF Inflation Linked Bond | None (or less than $1,001) | Spouse | None (or less than $201) | Excepted Investment Fund, | 2023 |
- Spousal Retirement IRA | Spouse | 2023 | |||
- City of Burlington Pension Plan | Unascertainable | Self | None (or less than $201) | None, | 2023 |
- Spouse Retirement Plan 2 | Spouse | 2023 | |||
- Spouse Retirement plan | Spouse | 2023 | |||
- VALIC Fixed Account Plus | $100,001 - $250,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2022 |
- People's United Bank | $100,001 - $250,000 | Joint | None (or less than $201) | Interest, | 2022 |
- CREF Growth Account - R1 | $50,001 - $100,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2022 |
- VALIC Socially Responsible | $50,001 - $100,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2022 |
- TIAA Traditional Annuity | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2022 |
- CREF Stock Account - R1 | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2022 |
- VALIC Small Cap Aggressive Growth | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2022 |
- TIAA-CREF Real Estate Sec Instl | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2022 |
- People's United Bank | $15,001 - $50,000 | Spouse | None (or less than $201) | Dividends, | 2022 |
- VALIC American Beacon Broadway Large Cap | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2022 |
- U.S. Senate Federal Credit Union | $15,001 - $50,000 | Joint | None (or less than $201) | Dividends, | 2022 |
- TIAA-CREF Social Choice Eq Instl | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2022 |
- VALIC Small Cap Fund | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2022 |
- CREF Global Equities Account | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2022 |
- North Country Federal Credit Union | $1,001 - $15,000 | Spouse | None (or less than $201) | Interest, | 2022 |
- TIAA-CREF Mid-Cap Growth Retire | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2022 |
- CREF Bond Market Account - R1 | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2022 |
- Teachers Personal Annuity Fixed Account | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2022 |
- TIAA Teacher's Personal Annuity Stock Account | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2022 |
- CREF Equity Index | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2022 |
- VALIC Growth Fund | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2022 |
- VALIC Mid Cap Index | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2022 |
- VALIC Small Cap Index | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2022 |
- VALIC Global Social Awareness | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2022 |
- VALIC International Eqs Idx | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2022 |
- VALIC Inflation Protected Fund | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2022 |
- VALIC Small Mid-Growth Fund | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2022 |
- CREF Inflation Linked Bond | None (or less than $1,001) | Spouse | None (or less than $201) | Excepted Investment Fund, | 2022 |
- Spousal Retirement IRA | Spouse | 2022 | |||
- City of Burlington Pension Plan | Unascertainable | Self | None (or less than $201) | None, | 2022 |
- Spouse Retirement Plan 2 | Spouse | 2022 | |||
- Spouse Retirement plan | Spouse | 2022 | |||
- VALIC Fixed Account Plus | $100,001 - $250,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2021 |
- U.S. Senate Federal Credit Union | $100,001 - $250,000 | Joint | None (or less than $201) | Dividends, | 2021 |
- TIAA Traditional Annuity | $50,001 - $100,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2021 |
- CREF Growth Account - R1 | $50,001 - $100,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2021 |
- VALIC Socially Responsible | $50,001 - $100,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2021 |
- VALIC Small Cap Aggressive Growth | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2021 |
- CREF Global Equities Account | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2021 |
- People's United Bank | $15,001 - $50,000 | Spouse | None (or less than $201) | Dividends, | 2021 |
- CREF Stock Account - R1 | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2021 |
- TIAA-CREF Real Estate Sec Instl | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2021 |
- People's United Bank | $15,001 - $50,000 | Joint | None (or less than $201) | Interest, | 2021 |
- TIAA-CREF Social Choice Eq Instl | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2021 |
- VALIC Global Social Awareness | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2021 |
- VALIC International Eqs Idx | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2021 |
- VALIC Inflation Protected Fund | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2021 |
- VALIC Small Mid-Growth Fund | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2021 |
- North Country Federal Credit Union | $1,001 - $15,000 | Spouse | None (or less than $201) | Interest, | 2021 |
- TIAA-CREF Mid-Cap Growth Retire | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2021 |
- CREF Bond Market Account - R1 | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2021 |
- Teachers Personal Annuity Fixed Account | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2021 |
- TIAA Teacher's Personal Annuity Stock Account | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2021 |
- CREF Inflation Linked Bond | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2021 |
- CREF Equity Index | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2021 |
- VALIC American Beacon Broadway Large Cap | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2021 |
- VALIC Growth Fund | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2021 |
- VALIC Mid Cap Index | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2021 |
- VALIC Small Cap Fund | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2021 |
- VALIC Small Cap Index | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2021 |
- City of Burlington Pension Plan | Unascertainable | Self | None (or less than $201) | None, | 2021 |
- Spousal Retirement IRA | Spouse | 2021 | |||
- Spouse Retirement Plan 2 | Spouse | 2021 | |||
- Spouse Retirement plan | Spouse | 2021 | |||
- VALIC Fixed Account Plus | $50,001 - $100,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2020 |
- TIAA-CREF Real Estate Sec Instl | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2020 |
- People's United Bank | $15,001 - $50,000 | Joint | None (or less than $201) | Interest, | 2020 |
- CREF Growth Account - R1 | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2020 |
- TIAA-CREF Social Choice Eq Instl | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2020 |
- TIAA Traditional Annuity | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2020 |
- CREF Global Equities Account | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2020 |
- U.S. Senate Federal Credit Union | $15,001 - $50,000 | Joint | None (or less than $201) | Dividends, | 2020 |
- CREF Stock Account - R1 | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2020 |
- VALIC Socially Responsible | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2020 |
- People's United Bank | $15,001 - $50,000 | Spouse | None (or less than $201) | Dividends, | 2020 |
- VALIC Small Cap Aggressive Growth | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2020 |
- VALIC Small Mid-Growth Fund | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2020 |
- VALIC Small Cap Index | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2020 |
- VALIC Growth Fund | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2020 |
- TIAA-CREF Mid-Cap Growth Retire | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2020 |
- CREF Bond Market Account - R1 | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2020 |
- TIAA Teacher's Personal Annuity Stock Account | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2020 |
- VALIC American Beacon Broadway Large Cap | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2020 |
- VALIC Mid Cap Index | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2020 |
- VALIC Small Cap Fund | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2020 |
- VALIC Global Social Awareness | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2020 |
- VALIC International Eqs Idx | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2020 |
- VALIC Inflation Protected Fund | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2020 |
- North Country Federal Credit Union | $1,001 - $15,000 | Spouse | None (or less than $201) | Interest, | 2020 |
- Teachers Personal Annuity Fixed Account | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2020 |
- City of Burlington Pension Plan | Unascertainable | Self | None (or less than $201) | None, | 2020 |
- Spouse Retirement Plan 2 | Spouse | 2020 | |||
- Spousal Retirement IRA | Spouse | 2020 | |||
- Spouse Retirement plan | Spouse | 2020 | |||
- U.S. Senate Federal Credit Union | $250,001 - $500,000 | Joint | None (or less than $201) | Dividends, | 2019 |
- VALIC Fixed Account Plus | $50,001 - $100,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2019 |
- TIAA Traditional Annuity | $50,001 - $100,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2019 |
- TIAA-CREF Real Estate Sec Instl | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2019 |
- People's United Bank | $15,001 - $50,000 | Spouse | None (or less than $201) | Dividends, | 2019 |
- CREF Stock Account - R1 | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2019 |
- CREF Growth Account - R1 | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2019 |
- CREF Global Equities Account | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2019 |
- VALIC Socially Responsible | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2019 |
- People's United Bank | $15,001 - $50,000 | Joint | None (or less than $201) | Interest, | 2019 |
- CREF Inflation-Linked Bond Acco | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2019 |
- Teachers Personal Annuity Fixed Account | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2019 |
- TIAA-CREF Mid-Cap Growth Retire | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2019 |
- TIAA Teacher's Personal Annuity Stock Account | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2019 |
- VALIC Small Cap Aggressive Growth | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2019 |
- VALIC Small Mid-Growth Fund | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2019 |
- CREF Bond Market Account - R1 | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2019 |
- TIAA-CREF Social Choice Eq Instl | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2019 |
- VALIC American Beacon Broadway Large Cap | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2019 |
- VALIC Growth Fund | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2019 |
- North Country Federal Credit Union | $1,001 - $15,000 | Spouse | None (or less than $201) | Interest, | 2019 |
- VALIC Mid Cap Index | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2019 |
- VALIC Small Cap Fund | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2019 |
- VALIC Small Cap Index | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2019 |
- VALIC Global Social Awareness | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2019 |
- VALIC International Eqs Idx | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2019 |
- VALIC Inflation Protected Fund | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2019 |
- Spouse Retirement Plan 2 | Spouse | 2019 | |||
- City of Burlington Pension Plan | Unascertainable | Self | None (or less than $201) | None, | 2019 |
- Spousal Retirement IRA | Spouse | 2019 | |||
- Spouse Retirement plan | Spouse | 2019 | |||
- U.S. Senate Federal Credit Union | $100,001 - $250,000 | Joint | None (or less than $201) | Dividends, | 2018 |
- TIAA Traditional Annuity | $50,001 - $100,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2018 |
- People's United Bank | $50,001 - $100,000 | Joint | None (or less than $201) | Interest, | 2018 |
- VALIC Socially Responsible | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2018 |
- VALIC Mid Cap Index | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2018 |
- VALIC Small Cap | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2018 |
- CREF Global Equities Account - | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2018 |
- CREF Stock Account - R1 | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2018 |
- People's United Bank | $15,001 - $50,000 | Spouse | None (or less than $201) | Dividends, | 2018 |
- TIAA-CREF Real Estate Sec Instl | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2018 |
- CREF Growth Account - R1 | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2018 |
- VALIC Small Cap Index | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2018 |
- VALIC Global Social Awareness | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2018 |
- VALIC International Eqs Idx | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2018 |
- VALIC Science & Technology | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2018 |
- VALIC Asset Allocation | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2018 |
- VALIC Vanguard LifeStrategy Growth Inv | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2018 |
- VALIC Vanguard LifeStrategy Moderate Gr Inv | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2018 |
- VALIC Government Securities | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2018 |
- VALIC Strategic Bond | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2018 |
- VALIC Vanguard Long-Term Treasury Inv | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2018 |
- VALIC Vanguard Long-Term Investment-Grade Inv | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2018 |
- VALIC Core Equity | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2018 |
- North Country Federal Credit Union | $1,001 - $15,000 | Spouse | None (or less than $201) | Interest, | 2018 |
- CREF Equity Index Account - R1 | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2018 |
- TIAA-CREF Mid-Cap Growth Retire | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2018 |
- CREF Bond Market Account - R1 | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2018 |
- CREF Inflation-Linked Bond Acco | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2018 |
- TIAA-CREF Social Choice Eq Instl | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2018 |
- Teachers Personal Annuity Fixed Account | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2018 |
- TIAA Personal Annuity Stock Index Fund | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2018 |
- VALIC Dividend Value | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2018 |
- VALIC Stock Index | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2018 |
- VALIC International Govt Bond | None (or less than $1,001) | Spouse | None (or less than $201) | Excepted Investment Fund, | 2018 |
- Spousal Retirement IRA | Spouse | 2018 | |||
- Spouse Retirement plan | Spouse | 2018 | |||
- City of Burlington Pension Plan | Unascertainable | Self | None (or less than $201) | None, | 2018 |
- Spouse Retirement Plan 2 | Spouse | 2018 | |||
- U.S. Senate Federal Credit Union | $100,001 - $250,000 | Joint | None (or less than $201) | Dividends, | 2017 |
- U.S. Senate Federal Credit Union | $100,001 - $250,000 | Joint | None (or less than $201) | Dividends, | 2017 |
- TIAA Traditional Annuity | $50,001 - $100,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2017 |
- TIAA Traditional Annuity | $50,001 - $100,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2017 |
- VALIC Mid Cap Index | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2017 |
- VALIC Small Cap | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2017 |
- People's United Bank | $15,001 - $50,000 | Spouse | None (or less than $201) | Dividends, | 2017 |
- TIAA-CREF Real Estate Sec Instl | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2017 |
- People's United Bank | $15,001 - $50,000 | Joint | None (or less than $201) | Interest, | 2017 |
- CREF Stock Account - R1 | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2017 |
- CREF Global Equities Account - | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2017 |
- TIAA-CREF Real Estate Sec Instl | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2017 |
- CREF Stock Account - R1 | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2017 |
- VALIC Mid Cap Index | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2017 |
- CREF Growth Account - R1 | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2017 |
- CREF Growth Account - R1 | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2017 |
- VALIC Small Cap | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2017 |
- People's United Bank | $15,001 - $50,000 | Joint | None (or less than $201) | Interest, | 2017 |
- People's United Bank | $15,001 - $50,000 | Spouse | None (or less than $201) | Dividends, | 2017 |
- VALIC Socially Responsible | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2017 |
- CREF Global Equities Account - | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2017 |
- VALIC Socially Responsible | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2017 |
- VALIC Government Securities | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2017 |
- VALIC Strategic Bond | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2017 |
- VALIC Stock Index | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2017 |
- VALIC Small Cap Index | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2017 |
- VALIC Global Social Awareness | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2017 |
- VALIC International Eqs Idx | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2017 |
- VALIC Science & Technology | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2017 |
- VALIC Vanguard LifeStrategy Growth Inv | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2017 |
- VALIC Vanguard LifeStrategy Moderate Gr Inv | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2017 |
- TIAA-CREF Mid-Cap Growth Retire | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2017 |
- CREF Bond Market Account - R1 | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2017 |
- CREF Inflation-Linked Bond Acco | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2017 |
- Teachers Personal Annuity Fixed Account | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2017 |
- TIAA Personal Annuity Stock Index Fund | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2017 |
- VALIC Core Equity | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2017 |
- VALIC Dividend Value | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2017 |
- VALIC Asset Allocation | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2017 |
- VALIC Vanguard Long-Term Treasury Inv | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2017 |
- VALIC Vanguard Long-Term Investment-Grade Inv | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2017 |
- North Country Federal Credit Union | $1,001 - $15,000 | Spouse | None (or less than $201) | Interest, | 2017 |
- TIAA-CREF Social Choice Eq Instl | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2017 |
- VALIC Government Securities | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2017 |
- TIAA-CREF Mid-Cap Growth Retire | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2017 |
- CREF Bond Market Account - R1 | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2017 |
- CREF Inflation-Linked Bond Acco | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2017 |
- TIAA-CREF Social Choice Eq Instl | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2017 |
- Teachers Personal Annuity Fixed Account | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2017 |
- TIAA Personal Annuity Stock Index Fund | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2017 |
- VALIC Core Equity | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2017 |
- VALIC Dividend Value | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2017 |
- VALIC Stock Index | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2017 |
- VALIC Small Cap Index | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2017 |
- VALIC Global Social Awareness | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2017 |
- VALIC International Eqs Idx | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2017 |
- VALIC Science & Technology | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2017 |
- VALIC Asset Allocation | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2017 |
- VALIC Vanguard LifeStrategy Growth Inv | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2017 |
- VALIC Vanguard LifeStrategy Moderate Gr Inv | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2017 |
- VALIC Strategic Bond | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2017 |
- VALIC Vanguard Long-Term Treasury Inv | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2017 |
- VALIC Vanguard Long-Term Investment-Grade Inv | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2017 |
- North Country Federal Credit Union | $1,001 - $15,000 | Spouse | None (or less than $201) | Interest, | 2017 |
- VALIC International Govt Bond | None (or less than $1,001) | Spouse | None (or less than $201) | Excepted Investment Fund, | 2017 |
- VALIC International Govt Bond | None (or less than $1,001) | Spouse | None (or less than $201) | Excepted Investment Fund, | 2017 |
- CREF Equity Index Account - R1 | None (or less than $1,001) | Spouse | None (or less than $201) | Excepted Investment Fund, | 2017 |
- CREF Equity Index Account - R1 | None (or less than $1,001) | Spouse | None (or less than $201) | Excepted Investment Fund, | 2017 |
- City of Burlington Pension Plan | Unascertainable | Self | None (or less than $201) | None, | 2017 |
- Spouse Retirement Plan 2 | Spouse | 2017 | |||
- Spouse Retirement plan | Spouse | 2017 | |||
- Spouse Retirement Plan 2 | Spouse | 2017 | |||
- Spousal Retirement IRA | Spouse | 2017 | |||
- Spouse Retirement plan | Spouse | 2017 | |||
- Spousal Retirement IRA | Spouse | 2017 | |||
- City of Burlington Pension Plan | Unascertainable | Self | None (or less than $201) | None, | 2017 |
- U.S. Senate Federal Credit Union | $100,001 - $250,000 | Joint | None (or less than $201) | Dividends, | 2016 |
- TIAA Traditional Annuity | $50,001 - $100,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2016 |
- TIAA Traditional Annuity | $50,001 - $100,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2016 |
- TIAA Traditional Annuity | $50,001 - $100,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2016 |
- TIAA Traditional Annuity | $50,001 - $100,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2016 |
- CREF Growth Account | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2016 |
- CREF Global Equities Account | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2016 |
- VALIC SOCIALLY RESP | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2016 |
- TIAA Real Estate Account | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2016 |
- VALIC MID CAP INDEX | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2016 |
- TIAA Real Estate Account | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2016 |
- VALIC SMALL CAP | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2016 |
- TIAA Real Estate Account | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2016 |
- TIAA Traditional Annuity | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2016 |
- TIAA Real Estate Account | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2016 |
- CREF Growth Account | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2016 |
- VALIC SOCIALLY RESP | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2016 |
- CREF Stock Account | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2016 |
- VALIC MID CAP INDEX | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2016 |
- VALIC SMALL CAP | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2016 |
- CREF Stock Account | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2016 |
- VALIC MID CAP INDEX | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2016 |
- CREF Growth Account | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2016 |
- VALIC ASSET ALLOC | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2016 |
- VALIC SMALL CAP | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2016 |
- VALIC ASSET ALLOC | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2016 |
- VALIC ASSET ALLOC | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2016 |
- VALIC SMALL CAP | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2016 |
- VALIC MID CAP INDEX | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2016 |
- VALIC SOCIALLY RESP | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2016 |
- TIAA Real Estate Account | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2016 |
- CREF Global Equities Account | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2016 |
- CREF Growth Account | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2016 |
- People's United Bank | $15,001 - $50,000 | Spouse | None (or less than $201) | Interest, | 2016 |
- CREF Stock Account | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2016 |
- Peoples United Bank | $15,001 - $50,000 | Spouse | None (or less than $201) | None, | 2016 |
- VALIC ASSET ALLOC | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2016 |
- CREF Stock Account | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2016 |
- CREF Growth Account | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2016 |
- VALIC SMALL CAP | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2016 |
- CREF Global Equities Account | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2016 |
- CREF Growth Account | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2016 |
- TIAA Real Estate Account | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2016 |
- CREF Stock Account | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2016 |
- People's United Bank | $15,001 - $50,000 | Joint | None (or less than $201) | Interest, | 2016 |
- People's United Bank | $15,001 - $50,000 | Spouse | None (or less than $201) | Dividends, | 2016 |
- TIAA Traditional Annuity | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2016 |
- CREF Global Equities Account | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2016 |
- VALIC MID CAP INDEX | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2016 |
- VALIC SOCIALLY RESP | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2016 |
- VALIC ASSET ALLOC | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2016 |
- VALIC SOCIALLY RESP | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2016 |
- VALIC SMALL CAP | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2016 |
- VALIC ASSET ALLOC | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2016 |
- Peoples United Bank | $15,001 - $50,000 | Spouse | None (or less than $201) | None, | 2016 |
- VALIC MID CAP INDEX | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2016 |
- VALIC SOCIALLY RESP | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2016 |
- CREF Stock Account | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2016 |
- VNGRD LT TRSRY | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2016 |
- VNGRD LT INV GRADE | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2016 |
- CREF Global Equities Account | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2016 |
- TIAA Access Mid-Cap Growth (T4) | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2016 |
- CREF Bond Market Account | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2016 |
- CREF Inflation-Linked Bond Account | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2016 |
- CREF Social Choice Account | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2016 |
- Tiaa Personal Annuity Fixed | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2016 |
- Valic Core Equity | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2016 |
- VALIC DIV VALUE | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2016 |
- VALIC STOCK INDEX | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2016 |
- VNGRD LI FMOD | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2016 |
- VNGRD LT TRSRY | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2016 |
- VNGRD LT INV GRADE | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2016 |
- Valic Core Equity | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2016 |
- TIAA Access Mid-Cap Growth (T4) | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2016 |
- CREF Bond Market Account | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2016 |
- CREF Social Choice Account | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2016 |
- Valic Core Equity | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2016 |
- Valic Div Value | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2016 |
- VALIC STOCK INDEX | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2016 |
- VALIC SMALL CAP INDEX | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2016 |
- VALIC SOCIAL AWARENESS | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2016 |
- VALIC INT'L EQUITIES | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2016 |
- VALIC SCIENCE &TECH | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2016 |
- VALIC AGGR GROWTH LI | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2016 |
- VALIC MOD GROWTH LI | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2016 |
- VNGRD LI FGRO | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2016 |
- VNGRD LI FMOD | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2016 |
- VALIC GOVT SECURITIES | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2016 |
- VALIC STRATEGIC BOND | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2016 |
- Tiaa Personal Annuity Fixed | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2016 |
- VALIC DIV VALUE | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2016 |
- VALIC STOCK INDEX | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2016 |
- VALIC SMALL CAP INDEX | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2016 |
- VALIC SOCIAL AWARENESS | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2016 |
- VALIC INT'L EQUITIES | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2016 |
- VALIC SCIENCE & TECH | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2016 |
- VALIC AGGR GROWTH LI | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2016 |
- VALIC MOD GROWTH LI | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2016 |
- VNGRD LI FGRO | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2016 |
- VNGRD LI FMOD | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2016 |
- VALIC GOVT SECURITIES | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2016 |
- CREF Global Equities Account | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2016 |
- TIAA Access Mid-Cap Growth (T4) | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2016 |
- CREF Bond Market Account | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2016 |
- CREF Inflation-Linked Bond Account | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2016 |
- CREF Social Choice Account | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2016 |
- VALIC STRATEGIC BOND | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2016 |
- VNGRD LT TRSRY | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2016 |
- VNGRD LT INV GRADE | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2016 |
- TIAA Access Mid-Cap Growth (T4) | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2016 |
- CREF Bond Market Account | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2016 |
- CREF Social Choice Account | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2016 |
- TIAA Personal Annuity Fixed | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2016 |
- Tiaa Personal Annuity Stock Account | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2016 |
- Valic Core Equity | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2016 |
- Valic Div Value | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2016 |
- VALIC STOCK INDEX | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2016 |
- VALIC SMALL CAP INDEX | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2016 |
- VALIC SOCIAL AWARENESS | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2016 |
- VALIC INT'L EQUITIES | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2016 |
- VALIC SCIENCE &TECH | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2016 |
- VALIC AGGR GROWTH LI | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2016 |
- VALIC MOD GROWTH LI | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2016 |
- VNGRD LI FGRO | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2016 |
- VNGRD LI FMOD | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2016 |
- VALIC GOVT SECURITIES | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2016 |
- VALIC STRATEGIC BOND | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2016 |
- VNGRD LI FGRO | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2016 |
- VNGRD LI FMOD | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2016 |
- VALIC GOVT SECURITIES | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2016 |
- VNGRD LT TRSRY | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2016 |
- VNGRD LT INV GRADE | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2016 |
- VALIC STRATEGIC BOND | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2016 |
- TIAA Access Mid-Cap Growth (T4) | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2016 |
- CREF Bond Market Account | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2016 |
- CREF Social Choice Account | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2016 |
- TIAA Personal Annuity | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2016 |
- Teachers Personal Annuity Fixed Account | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2016 |
- Valic Core Equity | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2016 |
- Valic Div Value | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2016 |
- VALIC STOCK INDEX | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2016 |
- VALIC SMALL CAP INDEX | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2016 |
- VALIC SOCIAL AWARENESS | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2016 |
- VALIC INT'L EQUITIES | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2016 |
- VALIC SCIENCE &TECH | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2016 |
- VALIC AGGR GROWTH LI | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2016 |
- VALIC MOD GROWTH LI | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2016 |
- VNGRD LI FGRO | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2016 |
- VNGRD LI FMOD | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2016 |
- VALIC GOVT SECURITIES | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2016 |
- VALIC STRATEGIC BOND | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2016 |
- VNGRD LT TRSRY | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2016 |
- VNGRD LT INV GRADE | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2016 |
- VNGRD LT Corporate | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2016 |
- TIAA Access Mid-Cap Growth (T4) | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2016 |
- CREF Bond Market Account | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2016 |
- CREF Social Choice Account | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2016 |
- TIAA Personal Annuity | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2016 |
- Teachers Personal Annuity Fixed Account | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2016 |
- Valic Core Equity | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2016 |
- Valic Div Value | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2016 |
- VALIC STOCK INDEX | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2016 |
- VALIC SMALL CAP INDEX | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2016 |
- VALIC SOCIAL AWARENESS | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2016 |
- VALIC INT'L EQUITIES | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2016 |
- VALIC SCIENCE &TECH | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2016 |
- VALIC AGGR GROWTH LI | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2016 |
- VALIC MOD GROWTH LI | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2016 |
- VNGRD LI FGRO | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2016 |
- VALIC GOVT SECURITIES | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2016 |
- VALIC STRATEGIC BOND | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2016 |
- VNGRD LT TRSRY | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2016 |
- VNGRD LT INV GRADE | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2016 |
- VNGRD LT Corporate | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2016 |
- VALIC SMALL CAP INDEX | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2016 |
- VALIC SOCIAL AWARENESS | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2016 |
- VALIC INT'L EQUITIES | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2016 |
- VALIC SCIENCE & TECH | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2016 |
- VALIC AGGR GROWTH LI | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2016 |
- VALIC MOD GROWTH LI | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2016 |
- VALIC MONEY MARKET II | None (or less than $1,001) | Spouse | None (or less than $201) | Excepted Investment Fund, | 2016 |
- CREF Equity Index Account | None (or less than $1,001) | Spouse | None (or less than $201) | Excepted Investment Fund, | 2016 |
- IBM Corporate | None (or less than $1,001) | Spouse | $201 - $1,000 | Capital Gains, | 2016 |
- VALIC MONEY MARKET II | None (or less than $1,001) | Spouse | None (or less than $201) | Excepted Investment Fund, | 2016 |
- VALIC INTL GOVT BOND | None (or less than $1,001) | Spouse | None (or less than $201) | Excepted Investment Fund, | 2016 |
- CREF Inflation-Linked Bond Account | None (or less than $1,001) | Spouse | None (or less than $201) | Excepted Investment Fund, | 2016 |
- VALIC INTL GOVT BOND | None (or less than $1,001) | Spouse | None (or less than $201) | Excepted Investment Fund, | 2016 |
- IBM Corporate | None (or less than $1,001) | Spouse | $201 - $1,000 | Capital Gains, | 2016 |
- VALIC INTL GOVT BOND | None (or less than $1,001) | Spouse | None (or less than $201) | Excepted Investment Fund, | 2016 |
- VALIC INTL GOVT BOND | None (or less than $1,001) | Spouse | None (or less than $201) | Excepted Investment Fund, | 2016 |
- VALIC MONEY MARKET II | None (or less than $1,001) | Spouse | None (or less than $201) | Excepted Investment Fund, | 2016 |
- CREF Equity Index | None (or less than $1,001) | Spouse | None (or less than $201) | Excepted Investment Fund, | 2016 |
- VALIC MONEY MARKET II | None (or less than $1,001) | Spouse | None (or less than $201) | Excepted Investment Fund, | 2016 |
- VALIC INTL GOVT BOND | None (or less than $1,001) | Spouse | None (or less than $201) | Excepted Investment Fund, | 2016 |
- CREF Inflation-Linked Bond Account | None (or less than $1,001) | Spouse | None (or less than $201) | Excepted Investment Fund, | 2016 |
- CREF Inflation-Linked Bond Account | None (or less than $1,001) | Spouse | None (or less than $201) | Excepted Investment Fund, | 2016 |
- CREF Equity Index | None (or less than $1,001) | Spouse | None (or less than $201) | Excepted Investment Fund, | 2016 |
- CREF Equity Index | None (or less than $1,001) | Spouse | None (or less than $201) | Excepted Investment Fund, | 2016 |
- CREF Equity Index Account | None (or less than $1,001) | Spouse | None (or less than $201) | Excepted Investment Fund, | 2016 |
- CREF Inflation-Linked Bond Account | None (or less than $1,001) | Spouse | None (or less than $201) | Excepted Investment Fund, | 2016 |
- CREF Equity Index | None (or less than $1,001) | Spouse | None (or less than $201) | Excepted Investment Fund, | 2016 |
- VALIC MONEY MARKET II | None (or less than $1,001) | Spouse | None (or less than $201) | Excepted Investment Fund, | 2016 |
- VALIC MONEY MARKET II | None (or less than $1,001) | Spouse | None (or less than $201) | Excepted Investment Fund, | 2016 |
- VALIC INTL GOVT BOND | None (or less than $1,001) | Spouse | None (or less than $201) | Excepted Investment Fund, | 2016 |
- Spouse Retirement Plan 2 | Spouse | 2016 | |||
- Spousal Retirement IRA | Spouse | 2016 | |||
- People's United Bank | Spouse | 2016 | |||
- Spouse Retirement plan | Spouse | 2016 | |||
- Spouse Retirement plan | Spouse | 2016 | |||
- Pension | Unascertainable | Self | None (or less than $201) | None, | 2016 |
- Spouse Retirement Plan | Spouse | 2016 | |||
- Spouse Retirement Plan 2 | Spouse | 2016 | |||
- Pension | Unascertainable | Self | None (or less than $201) | None, | 2016 |
- Spouse Retirement Plan 2 | Spouse | 2016 | |||
- Peoples United Bank IRA | Spouse | 2016 | |||
- Spouse Retirement Plan | Spouse | 2016 | |||
- Peoples United Bank IRA | Spouse | 2016 | |||
- Pension | Unascertainable | Self | None (or less than $201) | None, | 2016 |
- Spousal Retirement IRA | Spouse | 2016 | |||
- Peoples United Bank IRA | Spouse | 2016 | |||
- Spouse Retirement Plan 2 | Spouse | 2016 | |||
- Pension | Unascertainable | Self | None (or less than $201) | None, | 2016 |
- Spouse Retirement plan | Spouse | 2016 | |||
- Spouse Retirement plan | Spouse | 2016 | |||
- Pension | Unascertainable | Self | None (or less than $201) | None, | 2016 |
- Peoples United Bank IRA | Spouse | 2016 | |||
- Pension | Unascertainable | Self | None (or less than $201) | None, | 2016 |
- Tiaa Guatanteed Traditional | $50,001 - $100,000 | Spouse | Excepted Investment Fund, | 2015 | |
- Tiaa Cref Equities | $50,001 - $100,000 | Spouse | Excepted Investment Fund, | 2015 | |
- TIAA Traditional Annuity | $50,001 - $100,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2015 |
- TIAA Traditional Annuity | $50,001 - $100,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2015 |
- VALIC SMALL CAP | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2015 |
- CREF Stock Account | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2015 |
- CREF Growth Account | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2015 |
- VALIC MID CAP INDEX | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2015 |
- VALIC MID CAP INDEX | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2015 |
- VALIC SMALL CAP | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2015 |
- TIAA Real Estate Account | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2015 |
- CREF Growth Account | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2015 |
- Tiaa Real Estate | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2015 |
- VALIC MID CAP INDEX | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2015 |
- TIAA Traditional Annuity | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2015 |
- CREF Stock Account | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2015 |
- VALIC SOCIALLY RESP | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2015 |
- VALIC SMALL CAP | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2015 |
- VALIC SOCIALLY RESP | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2015 |
- VALIC SOCIALLY RESP | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2015 |
- VALIC MID CAP INDEX | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2015 |
- VALIC SMALL CAP | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2015 |
- VALIC ASSET ALLOC | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2015 |
- CREF Global Equities Account | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2015 |
- VALIC ASSET ALLOC | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2015 |
- VALIC SOCIALLY RESP | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2015 |
- VALIC ASSET ALLOC | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2015 |
- TIAA Real Estate Account | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2015 |
- VALIC MID CAP INDEX | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2015 |
- Peoples United Bank | $15,001 - $50,000 | Spouse | None (or less than $201) | None, | 2015 |
- VALIC ASSET ALLOC | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2015 |
- VALIC SOCIALLY RESP | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2015 |
- VALIC SMALL CAP | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2015 |
- TIAA Traditional Annuity | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2015 |
- TIAA Real Estate Account | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2015 |
- Peoples United Bank | $15,001 - $50,000 | Spouse | None (or less than $201) | None, | 2015 |
- CREF Global Equities Account | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2015 |
- CREF Growth Account | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2015 |
- TIAA Real Estate Account | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2015 |
- CREF Stock Account | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2015 |
- CREF Growth Account | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2015 |
- CREF Stock Account | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2015 |
- VALIC ASSET ALLOC | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2015 |
- Tiaa Personal Annuity Fixed | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2015 |
- Valic Core Equity | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2015 |
- VALIC DIV VALUE | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2015 |
- VALIC STOCK INDEX | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2015 |
- VALIC SMALL CAP INDEX | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2015 |
- VALIC SOCIAL AWARENESS | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2015 |
- VALIC INT'L EQUITIES | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2015 |
- VALIC SCIENCE & TECH | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2015 |
- VALIC AGGR GROWTH LI | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2015 |
- VALIC MOD GROWTH LI | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2015 |
- VNGRD LI FGRO | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2015 |
- VNGRD LI FMOD | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2015 |
- VALIC GOVT SECURITIES | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2015 |
- VALIC STRATEGIC BOND | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2015 |
- VNGRD LT TRSRY | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2015 |
- VNGRD LT INV GRADE | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2015 |
- VNGRD LT TRSRY | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2015 |
- VALIC STRATEGIC BOND | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2015 |
- VNGRD LT TRSRY | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2015 |
- VNGRD LT INV GRADE | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2015 |
- VALIC SMALL CAP INDEX | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2015 |
- TIAA Access Mid-Cap Growth (T4) | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2015 |
- CREF Bond Market Account | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2015 |
- CREF Social Choice Account | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2015 |
- Valic Core Equity | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2015 |
- Valic Div Value | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2015 |
- VALIC STOCK INDEX | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2015 |
- VALIC SMALL CAP INDEX | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2015 |
- VALIC SOCIAL AWARENESS | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2015 |
- VALIC INT'L EQUITIES | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2015 |
- VALIC SCIENCE &TECH | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2015 |
- VALIC AGGR GROWTH LI | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2015 |
- VALIC MOD GROWTH LI | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2015 |
- VNGRD LI FGRO | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2015 |
- VNGRD LI FMOD | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2015 |
- VALIC GOVT SECURITIES | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2015 |
- VALIC STOCK INDEX | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2015 |
- VALIC SOCIAL AWARENESS | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2015 |
- VALIC INT'L EQUITIES | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2015 |
- VALIC SCIENCE & TECH | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2015 |
- VALIC AGGR GROWTH LI | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2015 |
- VALIC MOD GROWTH LI | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2015 |
- VNGRD LI FGRO | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2015 |
- VNGRD LI FMOD | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2015 |
- VALIC GOVT SECURITIES | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2015 |
- VALIC STRATEGIC BOND | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2015 |
- VNGRD LT TRSRY | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2015 |
- VNGRD LT INV GRADE | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2015 |
- Cref Fixed Income | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2015 |
- Cref Social Choice | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2015 |
- Tiaa Personal Annuity Fixed | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2015 |
- Tiaa Personal Annuity Stock Acount | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2015 |
- Valic Core Equity | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2015 |
- VALIC DIV VALUE | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2015 |
- CREF Global Equities Account | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2015 |
- TIAA Access Mid-Cap Growth (T4) | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2015 |
- CREF Bond Market Account | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2015 |
- CREF Inflation-Linked Bond Account | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2015 |
- CREF Social Choice Account | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2015 |
- VALIC SMALL CAP INDEX | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2015 |
- VALIC SOCIAL AWARENESS | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2015 |
- VALIC INT'L EQUITIES | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2015 |
- VALIC SCIENCE &TECH | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2015 |
- VALIC AGGR GROWTH LI | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2015 |
- VALIC MOD GROWTH LI | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2015 |
- VNGRD LI FGRO | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2015 |
- VNGRD LI FMOD | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2015 |
- VALIC GOVT SECURITIES | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2015 |
- VALIC STRATEGIC BOND | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2015 |
- VNGRD LT INV GRADE | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2015 |
- CREF Global Equities Account | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2015 |
- TIAA Access Mid-Cap Growth (T4) | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2015 |
- CREF Bond Market Account | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2015 |
- CREF Inflation-Linked Bond Account | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2015 |
- CREF Social Choice Account | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2015 |
- Tiaa Personal Annuity Fixed | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2015 |
- Valic Core Equity | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2015 |
- VALIC DIV VALUE | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2015 |
- VALIC STOCK INDEX | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2015 |
- VALIC SMALL CAP INDEX | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2015 |
- VALIC SOCIAL AWARENESS | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2015 |
- VALIC INT'L EQUITIES | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2015 |
- VALIC SCIENCE & TECH | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2015 |
- VALIC AGGR GROWTH LI | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2015 |
- VALIC MOD GROWTH LI | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2015 |
- VNGRD LI FGRO | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2015 |
- VNGRD LI FMOD | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2015 |
- VALIC GOVT SECURITIES | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2015 |
- VALIC STRATEGIC BOND | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2015 |
- VNGRD LT TRSRY | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2015 |
- VNGRD LT INV GRADE | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2015 |
- TIAA Access Mid-Cap Growth (T4) | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2015 |
- CREF Bond Market Account | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2015 |
- CREF Social Choice Account | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2015 |
- Valic Core Equity | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2015 |
- Valic Div Value | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2015 |
- VALIC STOCK INDEX | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2015 |
- VALIC MONEY MARKET II | None (or less than $1,001) | Spouse | None (or less than $201) | Excepted Investment Fund, | 2015 |
- VALIC MONEY MARKET II | None (or less than $1,001) | Spouse | None (or less than $201) | Excepted Investment Fund, | 2015 |
- CREF Equity Index | None (or less than $1,001) | Spouse | None (or less than $201) | Excepted Investment Fund, | 2015 |
- VALIC MONEY MARKET II | None (or less than $1,001) | Spouse | None (or less than $201) | Excepted Investment Fund, | 2015 |
- VALIC INTL GOVT BOND | None (or less than $1,001) | Spouse | None (or less than $201) | Excepted Investment Fund, | 2015 |
- VALIC INTL GOVT BOND | None (or less than $1,001) | Spouse | None (or less than $201) | Excepted Investment Fund, | 2015 |
- IBM Corporate | None (or less than $1,001) | Spouse | $201 - $1,000 | Capital Gains, | 2015 |
- VALIC INTL GOVT BOND | None (or less than $1,001) | Spouse | None (or less than $201) | Excepted Investment Fund, | 2015 |
- CREF Equity Index Account | None (or less than $1,001) | Spouse | None (or less than $201) | Excepted Investment Fund, | 2015 |
- IBM Corporate | None (or less than $1,001) | Spouse | $201 - $1,000 | Capital Gains, | 2015 |
- CREF Equity Index | None (or less than $1,001) | Spouse | None (or less than $201) | Excepted Investment Fund, | 2015 |
- VALIC MONEY MARKET II | None (or less than $1,001) | Spouse | None (or less than $201) | Excepted Investment Fund, | 2015 |
- VALIC INTL GOVT BOND | None (or less than $1,001) | Spouse | None (or less than $201) | Excepted Investment Fund, | 2015 |
- CREF Equity Index Account | None (or less than $1,001) | Spouse | None (or less than $201) | Excepted Investment Fund, | 2015 |
- CREF Inflation-Linked Bond Account | None (or less than $1,001) | Spouse | None (or less than $201) | Excepted Investment Fund, | 2015 |
- CREF Inflation-Linked Bond Account | None (or less than $1,001) | Spouse | None (or less than $201) | Excepted Investment Fund, | 2015 |
- VALIC MONEY MARKET II | None (or less than $1,001) | Spouse | None (or less than $201) | Excepted Investment Fund, | 2015 |
- VALIC INTL GOVT BOND | None (or less than $1,001) | Spouse | None (or less than $201) | Excepted Investment Fund, | 2015 |
- Pension | Unascertainable | Self | None (or less than $201) | None, | 2015 |
- Pension | Unascertainable | Self | None (or less than $201) | None, | 2015 |
- Spouse Retirement Plan 2 | Spouse | 2015 | |||
- Spouse Retirement Plan | Spouse | 2015 | |||
- Spouse Retirement Plan | Spouse | 2015 | |||
- Peoples United Bank IRA | Spouse | 2015 | |||
- Spouse Retirement plan | Spouse | 2015 | |||
- Pension | Unascertainable | Self | None (or less than $201) | None, | 2015 |
- Peoples United Bank IRA | Spouse | 2015 | |||
- Spouse Retirement Plan 2 | Spouse | 2015 | |||
- Pension | Unascertainable | Self | None (or less than $201) | None, | 2015 |
- Peoples United Bank IRA | Spouse | 2015 | |||
- Peoples United Bank IRA | Spouse | 2015 | |||
- Spouse Retirement plan | Spouse | 2015 | |||
- Valic Large Cap Fund | $50,001 - $100,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2014 |
- Tiaa Real Estate | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2014 |
- Tiaa Guatanteed Traditional | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2014 |
- Valic Sall Cap Fund | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2014 |
- Valic Hybrid Fund | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2014 |
- Tiaa Guatanteed Traditional | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2014 |
- Valic Global International | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2014 |
- VALIC SOCIALLY RESP | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2014 |
- Valic Midcap Fund | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2014 |
- VALIC MID CAP INDEX | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2014 |
- VALIC SMALL CAP | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2014 |
- Valic Fixed Income | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2014 |
- VALIC ASSET ALLOC | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2014 |
- Tiaa Cref Equities | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2014 |
- Tiaa Cref Equities | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2014 |
- Tiaa Real Estate | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2014 |
- VALIC SCIENCE & TECH | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2014 |
- VALIC AGGR GROWTH LI | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2014 |
- Valic Special | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2014 |
- Cref Fixed Income | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2014 |
- Cref Social Choice | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2014 |
- Tiaa Personal Annuity Fixed | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2014 |
- Tiaa Personal Annuity Stock Acount | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2014 |
- Cref Fixed Income | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2014 |
- Cref Social Choice | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2014 |
- Tiaa Personal Annuity Fixed | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2014 |
- Tiaa Personal Annuity Stock Acount | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2014 |
- Valic Core Equity | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2014 |
- VALIC DIV VALUE | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2014 |
- VALIC STOCK INDEX | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2014 |
- VALIC SMALL CAP INDEX | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2014 |
- VALIC SOCIAL AWARENESS | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2014 |
- VALIC INT'L EQUITIES | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2014 |
- VALIC GOVT SECURITIES | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2014 |
- VALIC STRATEGIC BOND | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2014 |
- VNGRD LT TRSRY | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2014 |
- VNGRD LT INV GRADE | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2014 |
- VALIC MOD GROWTH LI | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2014 |
- VNGRD LI FGRO | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2014 |
- VNGRD LI FMOD | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2014 |
- IBM Corporate | None (or less than $1,001) | Spouse | $201 - $1,000 | Capital Gains, | 2014 |
- IBM Corporate | None (or less than $1,001) | Spouse | $201 - $1,000 | Capital Gains, | 2014 |
- VALIC INTL GOVT BOND | None (or less than $1,001) | Spouse | None (or less than $201) | Excepted Investment Fund, | 2014 |
- VALIC MONEY MARKET II | None (or less than $1,001) | Spouse | None (or less than $201) | Excepted Investment Fund, | 2014 |
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