—
Net Worth Est.
$3.73MTrade volume
$0Total trades
-----Last Traded
----Mutual Funds
$2.83M
Real Property
$375K
Other
$269.01K
Stock (Not Publicly Traded)
$182.5K
Exchange Traded Funds (ETF)
$40.5K
Ticker | Amount | Owner | Income | Income Type | Filing Year |
|---|---|---|---|---|---|
![Subramanian R Krishnamoorthi IRA Schwab ⇒ Vanguard Target Retirement 2045 Fund [MF]](https://quiver-logos.s3.us-east-2.amazonaws.com/placeholder_white.png){kind=small} - Subramanian R Krishnamoorthi IRA Schwab ⇒ Vanguard Target Retirement 2045 Fund [MF]Mutual Funds | $250,001 - $500,000 | Tax-Deferred | 2023 | ||
VFORX Subramanian R Krishnamoorthi IRA Schwab ⇒ Vanguard Target Retirement 2040 (VFORX) [MF]Mutual Funds | $250,001 - $500,000 | Tax-Deferred | 2023 | ||
VFORX Matangi P Bala Retirement Fund Schwab ⇒ Vanguard Target Retirement 2040 (VFORX) [MF]Mutual Funds | $250,001 - $500,000 | $5,001 - $15,000 | Capital Gains, Dividends, Interest | 2023 | |
- Rental property at 3260 N Clark St, Unit 408, Chicago, 60657 [RP]Real Property | $250,001 - $500,000 | IL | $15,001 - $50,000 | Rent | 2023 |
- Subramanian Krishnamoorthi & Matangi Bala Retirement Account at Schwab ⇒ Vanguard Target Retirement 2060 [MF]Mutual Funds | $250,001 - $500,000 | Capital Gains, Dividends, Interest | 2023 | ||
- Matangipriyasri Bala IRA Schwab ⇒ Vanguard Target Retirement 2055 [MF]Mutual Funds | $100,001 - $250,000 | Tax-Deferred | 2023 | ||
- Illinois' Bright Start 529 Child a ⇒ Index Moderate Age Based 17-18 [MF]Mutual Funds | $100,001 - $250,000 | Tax-Deferred | 2023 | ||
VTIVX Matangipriyasri Bala IRA Schwab ⇒ VANGUARD TARGET RETIREMENT 2045 FUND (VTIVX) [MF]Mutual Funds | $100,001 - $250,000 | Tax-Deferred | 2023 | ||
- AHRP 401a account at Fidelity ⇒ BR LP TD 2040 [OT]Other | $100,001 - $250,000 | Tax-Deferred | 2023 | ||
VFIFX Matangipriyasri Bala IRA Schwab ⇒ Vanguard Target Retirement 2050 (VFIFX) [MF]Mutual Funds | $100,001 - $250,000 | Tax-Deferred | 2023 | ||
- Subramanian Krishnamoorthi & Matangi Bala Retirement Account at Schwab ⇒ Vanguard Target Retirement 2040 [MF]Mutual Funds | $50,001 - $100,000 | $5,001 - $15,000 | Capital Gains, Dividends, Interest | 2023 | |
- Matangi Priyasri Bala Roth IRA Schwab ⇒ Vanguard Target Retirement 2040 [MF]Mutual Funds | $50,001 - $100,000 | Tax-Deferred | 2023 | ||
VFORX Matangipriyasri Bala IRA Schwab ⇒ Vanguard Target Retirement 2040 (VFORX) [MF]Mutual Funds | $50,001 - $100,000 | Tax-Deferred | 2023 | ||
- Restricted shares of Episensors [PS]Stock (Not Publicly Traded) | $50,001 - $100,000 | 2023 | |||
- Restricted shares of EPIR [PS]Stock (Not Publicly Traded) | $50,001 - $100,000 | 2023 | |||
- AHRP 403b account at Fidelity ⇒ BR LP TD 2040 [OT]Other | $50,001 - $100,000 | Tax-Deferred | 2023 | ||
LIKKX AHRP 457(b) account at Fidelity ⇒ BlackRock LifePath Index 2040 Port Cl K Shs (LIKKX) [MF]Mutual Funds | $50,001 - $100,000 | Tax-Deferred | 2023 | ||
- Illinois' Bright Start 529 child b ⇒ Index Moderate Age Based 13-14 [MF]Mutual Funds | $50,001 - $100,000 | Tax-Deferred | 2023 | ||
- JP Morgan Chase (various accounts) [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | $1 - $200 | Interest | 2023 | |
VFFVX AHRP 403b account at Fidelity ⇒ Vanguard Target Retirement 2055 Fund (VFFVX) [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2023 | ||
- Subramanian R Krishnamoorthi IRA Schwab ⇒ Vanguard Target Retirement 2050 [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2023 | ||
VFORX Subramanian Raja Krishnamoorthi SEP IRA Schwab ⇒ Vanguard Target Retirement 2040 (VFORX) [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2023 | ||
VFORX SRK Solo401k Schwab ⇒ Vanguard Target Retirement 2040 (VFORX) [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2023 | ||
- Illinois' Bright Start 529 child c ⇒ Index Moderate Age Based 6-8 [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2023 | ||
- Sphere Commerce Restricted Shares [PS]Stock (Not Publicly Traded) | $15,001 - $50,000 | $201 - $1,000 | Dividends | 2023 | |
- Subramanian Krishnamoorthi & Matangi Bala Retirement Account at Schwab ⇒ Vanguard Allwrld Ex US ETF [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | $1,001 - $2,500 | Capital Gains, Dividends, Interest | 2023 | |
- Matangi Priyasri Bala Roth IRA Schwab ⇒ Vanguard Target Retirement 2050 [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2023 | ||
- Matangipriyasri Bala IRA Schwab ⇒ Vanguard Utilities ETF [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
- Metlife Flexible Premium Multifunded Life Insurance ⇒ Frontier Midcap Growth Portfolio [MF]Mutual Funds | $1,001 - $15,000 | 2023 | |||
- Metlife Flexible Premium Multifunded Life Insurance ⇒ MetLife Stock Index Portfolio [MF]Mutual Funds | $1,001 - $15,000 | 2023 | |||
- Adventist Midwest Health 403b ⇒ Personal Choice [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
- Subramanian Krishnamoorthi & Matangi Bala Retirement Account at Schwab ⇒ Insrd Dep Acct [OT]Other | $1,001 - $15,000 | Interest | 2023 | ||
- Priya 401k from Midwest Anesthesia Partners at Schwab ⇒ Personal Choice [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
- Metlife Flexible Premium Multifunded Life Insurance ⇒ Neuberger Berman Genesis Portfolio [MF]Mutual Funds | $1,001 - $15,000 | 2023 | |||
- State of Illinois Deferred Compensation [DB]Defined Benefit Pension | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
- Matangi P Bala Retirement Fund Schwab ⇒ Insrd Dep Acct [OT]Other | $1,001 - $15,000 | $1 - $200 | Interest | 2023 | |
VFORX Subramanian R Krishnamoorthi Roth IRA Schwab ⇒ Vanguard Target Retirement 2040 (VFORX) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
- Metlife Flexible Premium Multifunded Life Insurance ⇒ Blackrock Bond Income Portfolio [MF]Mutual Funds | $1,001 - $15,000 | 2023 | |||
- SRK Solo401k Schwab ⇒ Insrd Dep Acct [OT]Other | $1 - $1,000 | Tax-Deferred | 2023 | ||
- Matangi Priyasri Bala Roth IRA Schwab ⇒ Insrd Dep Acct [OT]Other | $1 - $1,000 | Tax-Deferred | 2023 | ||
- Matangipriyasri Bala IRA Schwab ⇒ Insrd Dep Acct [OT]Other | $1 - $1,000 | Tax-Deferred | 2023 | ||
- Subramanian R Krishnamoorthi IRA Schwab ⇒ Insrd Dep Acct [OT]Other | $1 - $1,000 | Tax-Deferred | 2023 | ||
- Subramanian R Krishnamoorthi Roth IRA Schwab ⇒ Insrd Dep Acct [OT]Other | $1 - $1,000 | Tax-Deferred | 2023 | ||
- Subramanian Raja Krishnamoorthi SEP IRA Schwab ⇒ Insrd Dep Acct [OT]Other | $1 - $1,000 | Tax-Deferred | 2023 | ||
- Adventist Midwest Health 457b Vol Deferred Comp Plan ⇒ Vanguard Inst Index Instl Pl [MF]Mutual Funds | None | Tax-Deferred | 2023 | ||
- Adventist Midwest Health 457b Vol Deferred Comp Plan ⇒ Vanguard Extended Market Index Instl Pl [MF]Mutual Funds | None | Tax-Deferred | 2023 | ||
- Adventist Midwest Health 403b ⇒ Vanguard Real Estate Index Inst [MF]Mutual Funds | None | Tax-Deferred | 2023 | ||
a Adventist Midwest Health 401(a) ⇒ Fidelity Inflation Protected Bond Index [MF]Mutual Funds | None | Tax-Deferred | 2023 | ||
- Adventist Midwest Health 403b ⇒ Vanguard Mid-Cap Value Index Admiral [MF]Mutual Funds | None | Tax-Deferred | 2023 | ||
- Adventist Midwest Health 403b ⇒ Vanguard Inst Index Instl Pl [MF]Mutual Funds | None | Tax-Deferred | 2023 | ||
- Adventist Midwest Health 403b ⇒ Vanguard Extended Market Index Instl Pl [MF]Mutual Funds | None | Tax-Deferred | 2023 | ||
- Adventist Midwest Health 403b ⇒ Fidelity Inflation Protected Bond Index [MF]Mutual Funds | None | Tax-Deferred | 2023 | ||
a Adventist Midwest Health 401(a) ⇒ PGIM Jennison Small Co R6 [MF]Mutual Funds | None | Tax-Deferred | 2023 | ||
- Adventist Midwest Health 403b ⇒ DFA Int'l Small Co I [MF]Mutual Funds | None | Tax-Deferred | 2023 | ||
a Adventist Midwest Health 401(a) ⇒ Vanguard Real Estate Index Inst [MF]Mutual Funds | None | Tax-Deferred | 2023 | ||
a Adventist Midwest Health 401(a) ⇒ Vanguard Inst Index Instl Pl [MF]Mutual Funds | None | Tax-Deferred | 2023 | ||
a Adventist Midwest Health 401(a) ⇒ DFA Int'l Small Co I [MF]Mutual Funds | None | Tax-Deferred | 2023 | ||
a Adventist Midwest Health 401(a) ⇒ Vanguard Extended Market Index Instl Pl [MF]Mutual Funds | None | Tax-Deferred | 2023 | ||
- Adventist Midwest Health 457b Vol Deferred Comp Plan ⇒ Fidelity Inflation Protected Bond Index [MF]Mutual Funds | None | Tax-Deferred | 2023 | ||
- Adventist Midwest Health 457b Vol Deferred Comp Plan ⇒ Vanguard Small Cap Index InstlPlus [MF]Mutual Funds | None | Tax-Deferred | 2023 | ||
- Adventist Midwest Health 457b Vol Deferred Comp Plan ⇒ Vanguard Real Estate Index Inst [MF]Mutual Funds | None | Tax-Deferred | 2023 | ||
- Adventist Midwest Health 457b Vol Deferred Comp Plan ⇒ Vanguard Mid-Cap Value Index Admiral [MF]Mutual Funds | None | Tax-Deferred | 2023 | ||
VTTSX Subramanian Krishnamoorthi & Matangi Bala Retirement Account at TD Ameritrade ⇒ Vanguard Target Retirement 2060 (VTTSX) [MF]Mutual Funds | $250,001 - $500,000 | $5,001 - $15,000 | Capital Gains, Dividends, Interest | 2022 | |
VFORX Subramanian R Krishnamoorthi IRA TD Ameritrade ⇒ Vanguard Target Retirement 2040 (VFORX) [MF]Mutual Funds | $250,001 - $500,000 | Tax-Deferred | 2022 | ||
VFORX Matangi P Bala Retirement Fund TD Ameritrade ⇒ Vanguard Target Retirement 2040 (VFORX) [MF]Mutual Funds | $250,001 - $500,000 | $5,001 - $15,000 | Capital Gains, Dividends, Interest | 2022 | |
- Rental property at 3260 N Clark St, Unit 408, Chicago, 60657 [RP]Real Property | $250,001 - $500,000 | IL | $15,001 - $50,000 | Rent | 2022 |
- Illinois' Bright Start 529 Child a ⇒ Index Moderate Age Based 17-18 [MF]Mutual Funds | $100,001 - $250,000 | Tax-Deferred | 2022 | ||
VTIVX Matangipriyasri Bala IRA TD Ameritrade ⇒ VANGUARD TARGET RETIREMENT 2045 FUND (VTIVX) [MF]Mutual Funds | $100,001 - $250,000 | Tax-Deferred | 2022 | ||
VFIFX Matangipriyasri Bala IRA TD Ameritrade ⇒ Vanguard Target Retirement 2050 (VFIFX) [MF]Mutual Funds | $100,001 - $250,000 | Tax-Deferred | 2022 | ||
VTIVX Subramanian R Krishnamoorthi IRA TD Ameritrade ⇒ Vanguard Target Retirement 2045 Fund (VTIVX) [MF]Mutual Funds | $100,001 - $250,000 | Tax-Deferred | 2022 | ||
- Restricted shares of Episensors [PS]Stock (Not Publicly Traded) | $50,001 - $100,000 | 2022 | |||
VFORX Subramanian Krishnamoorthi & Matangi Bala Retirement Account at TD Ameritrade ⇒ Vanguard Target Retirement 2040 (VFORX) [MF]Mutual Funds | $50,001 - $100,000 | $1,001 - $2,500 | Capital Gains, Dividends, Interest | 2022 | |
- Illinois' Bright Start 529 child b ⇒ Index Moderate Age Based 13-14 [MF]Mutual Funds | $50,001 - $100,000 | Tax-Deferred | 2022 | ||
VFORX Matangipriyasri Bala IRA TD Ameritrade ⇒ Vanguard Target Retirement 2040 (VFORX) [MF]Mutual Funds | $50,001 - $100,000 | Tax-Deferred | 2022 | ||
VFFVX Matangipriyasri Bala IRA TD Ameritrade ⇒ Vanguard Target Retirement 2055 (VFFVX) [MF]Mutual Funds | $50,001 - $100,000 | Tax-Deferred | 2022 | ||
- Restricted shares of EPIR [PS]Stock (Not Publicly Traded) | $50,001 - $100,000 | 2022 | |||
VEU Subramanian Krishnamoorthi & Matangi Bala Retirement Account at TD Ameritrade ⇒ Vanguard Allwrld Ex US ETF (VEU) [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | $201 - $1,000 | Capital Gains, Dividends, Interest | 2022 | |
VFORX Matangi Priyasri Bala Roth IRA TD Ameritrade ⇒ Vanguard Target Retirement 2040 (VFORX) [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2022 | ||
VEMPX Adventist Midwest Health 457b Vol Deferred Comp Plan ⇒ Vanguard Extended Market Index Instl Pl (VEMPX) [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2022 | ||
- Adventist Midwest Health 457b Vol Deferred Comp Plan ⇒ Vanguard Inst Index Instl Pl [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2022 | ||
- JP Morgan Chase (various accounts) [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | $1 - $200 | Interest | 2022 | |
- Sphere Commerce Restricted Shares [PS]Stock (Not Publicly Traded) | $15,001 - $50,000 | 2022 | |||
VFORX SRK Solo401k TD Ameritrade ⇒ Vanguard Target Retirement 2040 (VFORX) [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2022 | ||
VFORX Subramanian Raja Krishnamoorthi SEP IRA TD Ameritrade ⇒ Vanguard Target Retirement 2040 (VFORX) [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2022 | ||
- Illinois' Bright Start 529 child c ⇒ Index Moderate Age Based 6-8 [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2022 | ||
- Subramanian Krishnamoorthi & Matangi Bala Retirement Account at TD Ameritrade ⇒ Insrd Dep Acct [OT]Other | $1,001 - $15,000 | Interest | 2022 | ||
- Metlife Flexible Premium Multifunded Life Insurance ⇒ Frontier Midcap Growth Portfolio [MF]Mutual Funds | $1,001 - $15,000 | 2022 | |||
FIPDX Adventist Midwest Health 401(a) ⇒ Fidelity Inflation Protected Bond Index (FIPDX) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2022 | ||
PJSQX Adventist Midwest Health 401(a) ⇒ PGIM Jennison Small Co R6 (PJSQX) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2022 | ||
VEMPX Adventist Midwest Health 401(a) ⇒ Vanguard Extended Market Index Instl Pl (VEMPX) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2022 | ||
VIIIX Adventist Midwest Health 401(a) ⇒ Vanguard Inst Index Instl Pl (VIIIX) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2022 | ||
VGSNX Adventist Midwest Health 401(a) ⇒ Vanguard Real Estate Index Inst (VGSNX) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2022 | ||
DFISX Adventist Midwest Health 403b ⇒ DFA Int'l Small Co I (DFISX) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2022 | ||
- Adventist Midwest Health 403b ⇒ Fidelity Inflation Protected Bond Index [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2022 | ||
- Adventist Midwest Health 403b ⇒ Personal Choice [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2022 | ||
VEMPX Adventist Midwest Health 403b ⇒ Vanguard Extended Market Index Instl Pl (VEMPX) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2022 | ||
- Adventist Midwest Health 403b ⇒ Vanguard Inst Index Instl Pl [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2022 | ||
- Adventist Midwest Health 403b ⇒ Vanguard Real Estate Index Inst [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2022 | ||
- Adventist Midwest Health 457b Vol Deferred Comp Plan ⇒ Fidelity Inflation Protected Bond Index [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2022 | ||
- Adventist Midwest Health 457b Vol Deferred Comp Plan ⇒ Vanguard Mid-Cap Value Index Admiral [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2022 | ||
- Adventist Midwest Health 457b Vol Deferred Comp Plan ⇒ Vanguard Real Estate Index Inst [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2022 | ||
VFIFX Matangi Priyasri Bala Roth IRA TD Ameritrade ⇒ Vanguard Target Retirement 2050 (VFIFX) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2022 | ||
- Matangipriyasri Bala IRA TD Ameritrade ⇒ Insrd Dep Acct [OT]Other | $1,001 - $15,000 | Tax-Deferred | 2022 | ||
- Matangipriyasri Bala IRA TD Ameritrade ⇒ Vanguard Utilities ETF [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | Tax-Deferred | 2022 | ||
- Metlife Flexible Premium Multifunded Life Insurance ⇒ Blackrock Bond Income Portfolio [MF]Mutual Funds | $1,001 - $15,000 | 2022 | |||
DFISX Adventist Midwest Health 401(a) ⇒ DFA Int'l Small Co I (DFISX) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2022 | ||
- Metlife Flexible Premium Multifunded Life Insurance ⇒ MetLife Stock Index Portfolio [MF]Mutual Funds | $1,001 - $15,000 | 2022 | |||
- Metlife Flexible Premium Multifunded Life Insurance ⇒ Neuberger Berman Genesis Portfolio [MF]Mutual Funds | $1,001 - $15,000 | 2022 | |||
- State of Illinois Deferred Compensation [DB]Defined Benefit Pension | $1,001 - $15,000 | Tax-Deferred | 2022 | ||
- Subramanian R Krishnamoorthi IRA TD Ameritrade ⇒ Insrd Dep Acct [OT]Other | $1,001 - $15,000 | Tax-Deferred | 2022 | ||
VFIFX Subramanian R Krishnamoorthi IRA TD Ameritrade ⇒ Vanguard Target Retirement 2050 (VFIFX) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2022 | ||
VFORX Subramanian R Krishnamoorthi Roth IRA TD Ameritrade ⇒ Vanguard Target Retirement 2040 (VFORX) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2022 | ||
- Matangi P Bala Retirement Fund TD Ameritrade ⇒ Insrd Dep Acct [OT]Other | $1,001 - $15,000 | Interest | 2022 | ||
- Priya 401k from Midwest Anesthesia Partners ⇒ Personal Choice [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2022 | ||
- Matangi Priyasri Bala Roth IRA TD Ameritrade ⇒ Insrd Dep Acct [OT]Other | $1 - $1,000 | Tax-Deferred | 2022 | ||
- Subramanian Raja Krishnamoorthi SEP IRA TD Ameritrade ⇒ Insrd Dep Acct [OT]Other | $1 - $1,000 | Tax-Deferred | 2022 | ||
- Subramanian R Krishnamoorthi Roth IRA TD Ameritrade ⇒ Insrd Dep Acct [OT]Other | $1 - $1,000 | Tax-Deferred | 2022 | ||
- SRK Solo401k TD Ameritrade ⇒ Insrd Dep Acct [OT]Other | $1 - $1,000 | Tax-Deferred | 2022 | ||
- Matangi P Bala Retirement Fund TD Ameritrade ⇒ Insured Dep Acct [OT]Other | None | Interest | 2022 | ||
- Adventist Midwest Health 403b ⇒ Vanguard Mid-Cap Value Index Admiral [MF]Mutual Funds | None | Tax-Deferred | 2022 | ||
- Illinois' Bright Start 529 child c ⇒ Index Moderate Age-Based 3-5 Portfolio [MF]Mutual Funds | None | Tax-Deferred | 2022 | ||
- Illinois' Bright Start 529 Child a ⇒ Index Moderate Age Based 15-16 [MF]Mutual Funds | None | Tax-Deferred | 2022 | ||
- Illinois' Bright Start 529 child b ⇒ Index Moderate Age Based 11-12 [MF]Mutual Funds | None | Tax-Deferred | 2022 | ||
- Adventist Midwest Health 457b Vol Deferred Comp Plan ⇒ Vanguard Small Cap Index InstlPlus [MF]Mutual Funds | None | Tax-Deferred | 2022 | ||
VTTSX Subramanian Krishnamoorthi & Matangi Bala Retirement Account at TD Ameritrade ⇒ Vanguard Target Retirement 2060 (VTTSX) [MF]Mutual Funds | $250,001 - $500,000 | $5,001 - $15,000 | Capital Gains, Dividends, Interest | 2021 | |
VFORX Matangi P Bala Retirement Fund TD Ameritrade ⇒ Vanguard Target Retirement 2040 (VFORX) [MF]Mutual Funds | $250,001 - $500,000 | $15,001 - $50,000 | Capital Gains, Dividends, Interest | 2021 | |
VTIVX Subramanian R Krishnamoorthi IRA TD Ameritrade ⇒ Vanguard Target Retirement 2045 Fund (VTIVX) [MF]Mutual Funds | $250,001 - $500,000 | Tax-Deferred | 2021 | ||
VFORX Subramanian R Krishnamoorthi IRA TD Ameritrade ⇒ Vanguard Target Retirement 2040 (VFORX) [MF]Mutual Funds | $250,001 - $500,000 | Tax-Deferred | 2021 | ||
- Rental property at 3260 N Clark St, Unit 408, Chicago, 60657 [RP]Real Property | $250,001 - $500,000 | IL | $15,001 - $50,000 | Rent | 2021 |
VTIVX Matangipriyasri Bala IRA TD Ameritrade ⇒ VANGUARD TARGET RETIREMENT 2045 FUND (VTIVX) [MF]Mutual Funds | $100,001 - $250,000 | Tax-Deferred | 2021 | ||
VFIFX Matangipriyasri Bala IRA TD Ameritrade ⇒ Vanguard Target Retirement 2050 (VFIFX) [MF]Mutual Funds | $100,001 - $250,000 | Tax-Deferred | 2021 | ||
VFFVX Matangipriyasri Bala IRA TD Ameritrade ⇒ Vanguard Target Retirement 2055 (VFFVX) [MF]Mutual Funds | $100,001 - $250,000 | Tax-Deferred | 2021 | ||
- Illinois' Bright Start 529 Child a ⇒ Index Moderate Age Based 15-16 [MF]Mutual Funds | $100,001 - $250,000 | Tax-Deferred | 2021 | ||
- Illinois' Bright Start 529 child b ⇒ Index Moderate Age Based 11-12 [MF]Mutual Funds | $50,001 - $100,000 | Tax-Deferred | 2021 | ||
- Restricted shares of EPIR [PS]Stock (Not Publicly Traded) | $50,001 - $100,000 | 2021 | |||
- Restricted shares of Episensors [PS]Stock (Not Publicly Traded) | $50,001 - $100,000 | 2021 | |||
VFORX Matangipriyasri Bala IRA TD Ameritrade ⇒ Vanguard Target Retirement 2040 (VFORX) [MF]Mutual Funds | $50,001 - $100,000 | Tax-Deferred | 2021 | ||
VFORX Subramanian Krishnamoorthi & Matangi Bala Retirement Account at TD Ameritrade ⇒ Vanguard Target Retirement 2040 (VFORX) [MF]Mutual Funds | $50,001 - $100,000 | $1,001 - $2,500 | Capital Gains, Dividends, Interest | 2021 | |
VFORX SRK Solo401k TD Ameritrade ⇒ Vanguard Target Retirement 2040 (VFORX) [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2021 | ||
- Sphere Commerce Restricted Shares [PS]Stock (Not Publicly Traded) | $15,001 - $50,000 | 2021 | |||
VEU Subramanian Krishnamoorthi & Matangi Bala Retirement Account at TD Ameritrade ⇒ Vanguard Allwrld Ex US ETF (VEU) [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | $201 - $1,000 | Capital Gains, Dividends, Interest | 2021 | |
VFORX Subramanian Raja Krishnamoorthi SEP IRA TD Ameritrade ⇒ Vanguard Target Retirement 2040 (VFORX) [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2021 | ||
- Adventist Midwest Health 403b ⇒ Personal Choice [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2021 | ||
- Adventist Midwest Health 457b Vol Deferred Comp Plan ⇒ Vanguard Inst Index Instl Pl [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2021 | ||
- Illinois' Bright Start 529 child c ⇒ Index Moderate Age-Based 3-5 Portfolio [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2021 | ||
- JP Morgan Chase (various accounts) [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | $1 - $200 | Interest | 2021 | |
VFORX Matangi Priyasri Bala Roth IRA TD Ameritrade ⇒ Vanguard Target Retirement 2040 (VFORX) [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2021 | ||
- Matangi Priyasri Bala Roth IRA TD Ameritrade ⇒ VFIFX [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2021 | ||
VFIFX Subramanian R Krishnamoorthi IRA TD Ameritrade ⇒ Vanguard Target Retirement 2050 (VFIFX) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2021 | ||
VFORX Subramanian R Krishnamoorthi Roth IRA TD Ameritrade ⇒ Vanguard Target Retirement 2040 (VFORX) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2021 | ||
- Matangi P Bala Retirement Fund TD Ameritrade ⇒ Insrd Dep Acct [OT]Other | $1,001 - $15,000 | Interest | 2021 | ||
- Adventist Midwest Health 403b ⇒ Fidelity Inflation Protected Bond Index [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2021 | ||
- Matangi P Bala Retirement Fund TD Ameritrade ⇒ Insured Dep Acct [OT]Other | $1,001 - $15,000 | Interest | 2021 | ||
- Adventist Midwest Health 403b ⇒ Vanguard Inst Index Instl Pl [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2021 | ||
- Adventist Midwest Health 403b ⇒ Vanguard Mid-Cap Value Index Admiral [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2021 | ||
- Adventist Midwest Health 403b ⇒ Vanguard Real Estate Index Inst [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2021 | ||
- Adventist Midwest Health 457b Vol Deferred Comp Plan ⇒ Fidelity Inflation Protected Bond Index [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2021 | ||
- Matangipriyasri Bala IRA TD Ameritrade ⇒ Vanguard Utilities ETF [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | Tax-Deferred | 2021 | ||
- Adventist Midwest Health 457b Vol Deferred Comp Plan ⇒ Vanguard Mid-Cap Value Index Admiral [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2021 | ||
- Adventist Midwest Health 457b Vol Deferred Comp Plan ⇒ Vanguard Real Estate Index Inst [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2021 | ||
- Adventist Midwest Health 457b Vol Deferred Comp Plan ⇒ Vanguard Small Cap Index InstlPlus [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2021 | ||
- Metlife Flexible Premium Multifunded Life Insurance ⇒ Frontier Midcap Growth Portfolio [MF]Mutual Funds | $1,001 - $15,000 | 2021 | |||
- Metlife Flexible Premium Multifunded Life Insurance ⇒ Blackrock Bond Income Portfolio [MF]Mutual Funds | $1,001 - $15,000 | 2021 | |||
- Subramanian Krishnamoorthi & Matangi Bala Retirement Account at TD Ameritrade ⇒ Insrd Dep Acct [OT]Other | $1,001 - $15,000 | Interest | 2021 | ||
- State of Illinois Deferred Compensation [DB]Defined Benefit Pension | $1,001 - $15,000 | Tax-Deferred | 2021 | ||
- Metlife Flexible Premium Multifunded Life Insurance ⇒ Neuberger Berman Genesis Portfolio [MF]Mutual Funds | $1,001 - $15,000 | 2021 | |||
- Metlife Flexible Premium Multifunded Life Insurance ⇒ MetLife Stock Index Portfolio [MF]Mutual Funds | $1,001 - $15,000 | 2021 | |||
- Subramanian R Krishnamoorthi Roth IRA TD Ameritrade ⇒ Insrd Dep Acct [OT]Other | $1 - $1,000 | Tax-Deferred | 2021 | ||
- SRK Solo401k TD Ameritrade ⇒ Insrd Dep Acct [OT]Other | $1 - $1,000 | Tax-Deferred | 2021 | ||
- Matangi Priyasri Bala Roth IRA TD Ameritrade ⇒ Insrd Dep Acct [OT]Other | $1 - $1,000 | Tax-Deferred | 2021 | ||
- Subramanian R Krishnamoorthi IRA TD Ameritrade ⇒ Insrd Dep Acct [OT]Other | $1 - $1,000 | Tax-Deferred | 2021 | ||
- Subramanian Raja Krishnamoorthi SEP IRA TD Ameritrade ⇒ Insrd Dep Acct [OT]Other | $1 - $1,000 | Tax-Deferred | 2021 | ||
- Adventist Midwest Health 457b Vol Deferred Comp Plan ⇒ Causeway Emerging Markets Instl [MF]Mutual Funds | None | Tax-Deferred | 2021 | ||
- Adventist Midwest Health 403b ⇒ Principal LargeCap Growth I Inst [MF]Mutual Funds | None | Tax-Deferred | 2021 | ||
- Adventist Midwest Health 457b Vol Deferred Comp Plan ⇒ DFA Int'l Small Company I [MF]Mutual Funds | None | Tax-Deferred | 2021 | ||
- Adventist Midwest Health 457b Vol Deferred Comp Plan ⇒ Dodge & Cox Stock [MF]Mutual Funds | None | Tax-Deferred | 2021 | ||
- Rental property in Hoffman Estates, IL [RP]Real Property | None | 2021 | |||
- Adventist Midwest Health 457b Vol Deferred Comp Plan ⇒ American Funds EuroPacific Gr R6 [MF]Mutual Funds | None | Tax-Deferred | 2021 | ||
- Adventist Midwest Health 457b Vol Deferred Comp Plan ⇒ Baird Agg Bond Instl [MF]Mutual Funds | None | Tax-Deferred | 2021 | ||
- Adventist Midwest Health 457b Vol Deferred Comp Plan ⇒ Baird Aggregate Bond Instl [MF]Mutual Funds | None | Tax-Deferred | 2021 | ||
- Adventist Midwest Health 457b Vol Deferred Comp Plan ⇒ Principal LargeCap Growth I Instl [MF]Mutual Funds | None | Tax-Deferred | 2021 | ||
- Adventist Midwest Health 403b ⇒ American Funds EuroPacific Gr R6 [MF]Mutual Funds | None | Tax-Deferred | 2021 | ||
- Adventist Midwest Health 403b ⇒ Dodge & Cox Stock [MF]Mutual Funds | None | Tax-Deferred | 2021 | ||
- Adventist Midwest Health 457b Vol Deferred Comp Plan ⇒ Transamerica High Yield Bond R4 [MF]Mutual Funds | None | Tax-Deferred | 2021 | ||
VFORX Matangi P Bala Retirement Fund TD Ameritrade ⇒ Vanguard Target Retirement 2040 (VFORX) [MF]Mutual Funds | $250,001 - $500,000 | $5,001 - $15,000 | Capital Gains, Dividends, Interest | 2020 | |
- Rental property at 410 Lafayette Lane, Hoffman Estates, IL 60169 [RP]Real Property | $250,001 - $500,000 | $15,001 - $50,000 | Rent | 2020 | |
VTIVX Subramanian R Krishnamoorthi IRA TD Ameritrade ⇒ Vanguard Target Retirement 2045 Fund (VTIVX) [MF]Mutual Funds | $250,001 - $500,000 | Tax-Deferred | 2020 | ||
- Rental property at 3260 N Clark St, Unit 408, Chicago, 60657 [RP]Real Property | $250,001 - $500,000 | IL | $15,001 - $50,000 | Rent | 2020 |
VFORX Subramanian R Krishnamoorthi IRA TD Ameritrade ⇒ Vanguard Target Retirement 2040 (VFORX) [MF]Mutual Funds | $250,001 - $500,000 | Tax-Deferred | 2020 | ||
- Illinois' Bright Start 529 Child a ⇒ Index Moderate Age Based 15-16 [MF]Mutual Funds | $100,001 - $250,000 | Tax-Deferred | 2020 | ||
VTIVX Matangipriyasri Bala IRA TD Ameritrade ⇒ VANGUARD TARGET RETIREMENT 2045 FUND (VTIVX) [MF]Mutual Funds | $100,001 - $250,000 | Tax-Deferred | 2020 | ||
VFIFX Matangipriyasri Bala IRA TD Ameritrade ⇒ Vanguard Target Retirement 2050 (VFIFX) [MF]Mutual Funds | $100,001 - $250,000 | Tax-Deferred | 2020 | ||
VFORX Matangipriyasri Bala IRA TD Ameritrade ⇒ Vanguard Target Retirement 2040 (VFORX) [MF]Mutual Funds | $50,001 - $100,000 | Tax-Deferred | 2020 | ||
VFFVX Matangipriyasri Bala IRA TD Ameritrade ⇒ Vanguard Target Retirement 2055 (VFFVX) [MF]Mutual Funds | $50,001 - $100,000 | Tax-Deferred | 2020 | ||
- Illinois' Bright Start 529 child b ⇒ Index Moderate Age Based 11-12 [MF]Mutual Funds | $50,001 - $100,000 | Tax-Deferred | 2020 | ||
VFORX Subramanian Krishnamoorthi & Matangi Bala Retirement Account at TD Ameritrade ⇒ Vanguard Target Retirement 2040 (VFORX) [MF] InterestMutual Funds | $50,001 - $100,000 | $1,001 - $2,500 | Capital Gains, Dividends, | 2020 | |
- Restricted shares of Episensors [PS]Stock (Not Publicly Traded) | $50,001 - $100,000 | 2020 | |||
- Restricted shares of EPIR [PS]Stock (Not Publicly Traded) | $50,001 - $100,000 | 2020 | |||
VFORX Matangi Priyasri Bala Roth IRA TD Ameritrade ⇒ Vanguard Target Retirement 2040 (VFORX) [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2020 | ||
VFORX SRK Solo401k TD Ameritrade ⇒ Vanguard Target Retirement 2040 (VFORX) [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2020 | ||
- JP Morgan Chase (various accounts) [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | $1 - $200 | Interest | 2020 | |
VFORX Subramanian Raja Krishnamoorthi SEP IRA Ameritrade ⇒ Vanguard Target Retirement 2040 (VFORX) [MF]Mutual Funds | $15,001 - $50,000 | TD | Tax-Deferred | 2020 | |
- Sphere Commerce Restricted Shares [PS]Stock (Not Publicly Traded) | $15,001 - $50,000 | 2020 | |||
- Matangi Priyasri Bala Roth IRA TD Ameritrade ⇒ Insrd Dep Acct [OT]Other | $15,001 - $50,000 | Tax-Deferred | 2020 | ||
- Adventist Midwest Health 403b ⇒ Dodge & Cox Stock [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2020 | ||
- Adventist Midwest Health 403b ⇒ American Funds EuroPacific Gr R6 [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2020 | ||
- Adventist Midwest Health 403b ⇒ Principal LargeCap Growth I Inst [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2020 | ||
- Adventist Midwest Health 403b ⇒ Vanguard Inst Index Instl Pl [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2020 | ||
- Adventist Midwest Health 457b Vol Deferred Comp Plan ⇒ American Funds EuroPacific Gr R6 [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2020 | ||
- Adventist Midwest Health 457b Vol Deferred Comp Plan ⇒ Baird Aggregate Bond Instl [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2020 | ||
- Adventist Midwest Health 457b Vol Deferred Comp Plan ⇒ Causeway Emerging Markets Instl [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2020 | ||
- Adventist Midwest Health 457b Vol Deferred Comp Plan ⇒ Dodge & Cox Stock [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2020 | ||
- Adventist Midwest Health 457b Vol Deferred Comp Plan ⇒ Principal LargeCap Growth I Instl [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2020 | ||
- Adventist Midwest Health 457b Vol Deferred Comp Plan ⇒ Vanguard Inst Index Instl Pl [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2020 | ||
- Adventist Midwest Health Employer Contrib Acct ⇒ American Funds EuroPacific Gr R6 [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2020 | ||
- Illinois' Bright Start 529 child c ⇒ Index Moderate Age-Based 3-5 Portfolio [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2020 | ||
- Matangi P Bala Retirement Fund TD Ameritrade ⇒ Insrd Dep Acct [OT]Other | $1,001 - $15,000 | Interest | 2020 | ||
- Metlife Flexible Premium Multifunded Life Insurance ⇒ Blackrock Bond Income Portfolio [MF]Mutual Funds | $1,001 - $15,000 | 2020 | |||
- Metlife Flexible Premium Multifunded Life Insurance ⇒ Frontier Midcap Growth Portfolio [MF]Mutual Funds | $1,001 - $15,000 | 2020 | |||
- Metlife Flexible Premium Multifunded Life Insurance ⇒ MetLife Stock Index Portfolio [MF]Mutual Funds | $1,001 - $15,000 | 2020 | |||
- Metlife Flexible Premium Multifunded Life Insurance ⇒ Neuberger Berman Genesis Portfolio [MF]Mutual Funds | $1,001 - $15,000 | 2020 | |||
- State of Illinois Deferred Compensation [DB]Defined Benefit Pension | $1,001 - $15,000 | Tax-Deferred | 2020 | ||
VFORX Subramanian R Krishnamoorthi Roth IRA Ameritrade ⇒ Vanguard Target Retirement 2040 (VFORX) [MF]Mutual Funds | $1,001 - $15,000 | TD | Tax-Deferred | 2020 | |
- Restricted shares of Health-I-Pass [OT]Other | None | 2020 | |||
- Priya 401k from Midwest Anesthesia Partners ⇒ Vanguard Growth Index Admiral [MF]Mutual Funds | None | Tax-Deferred | 2020 | ||
SWYMX Priya 401k from Midwest Anesthesia Partners ⇒ Schwab Target 2050 Index (SWYMX) [MF]Mutual Funds | None | Tax-Deferred | 2020 | ||
- Illinois' Bright Start 529 Child a ⇒ Index Moderate Age Based 13-14 [MF]Mutual Funds | None | Tax-Deferred | 2020 | ||
SWSSX Priya 401k from Midwest Anesthesia Partners ⇒ Schwab Small Cap Index Fund (SWSSX) [MF]Mutual Funds | None | Tax-Deferred | 2020 | ||
SNXFX Priya 401k from Midwest Anesthesia Partners ⇒ Schwab 1000 Index Fund (SNXFX) [MF]Mutual Funds | None | Tax-Deferred | 2020 | ||
- Priya 401k from Midwest Anesthesia Partners ⇒ Cash and Cash Investments [OT]Other | None | Tax-Deferred | 2020 | ||
- Illinois' Bright Start 529 child b ⇒ Index Moderate Age Based 9-10 [MF]Mutual Funds | None | Tax-Deferred | 2020 | ||
VFIFX Priya 401k from Midwest Anesthesia Partners ⇒ Vanguard Target Retirement 2050 (VFIFX) [MF]Mutual Funds | None | Tax-Deferred | 2020 | ||
VSIAX Priya 401k from Midwest Anesthesia Partners ⇒ Vanguard Small Cap Value Index (VSIAX) [MF]Mutual Funds | None | Tax-Deferred | 2020 | ||
- Rental property at 3260 N Clark St, Unit 408, Chicago, 60657 [RP]Real Property | $250,001 - $500,000 | IL | $15,001 - $50,000 | Rent | 2019 |
- Rental property at 410 Lafayette Lane, Hoffman Estates, IL 60169 [RP]Real Property | $250,001 - $500,000 | $15,001 - $50,000 | Rent | 2019 | |
VTIVX Matangipriyasri Bala IRA TD Ameritrade ⇒ VANGUARD TARGET RETIREMENT 2045 FUND (VTIVX) [MF]Mutual Funds | $100,001 - $250,000 | Tax-Deferred | 2019 | ||
VTIVX Subramanian R Krishnamoorthi IRA TD Ameritrade ⇒ Vanguard Target Retirement 2045 Fund (VTIVX) [MF]Mutual Funds | $100,001 - $250,000 | Tax-Deferred | 2019 | ||
VFORX Subramanian R Krishnamoorthi IRA TD Ameritrade ⇒ Vanguard Target Retirement 2040 (VFORX) [MF]Mutual Funds | $100,001 - $250,000 | Tax-Deferred | 2019 | ||
VFORX Matangi P Bala Retirement Fund TD Ameritrade ⇒ Vanguard Target Retirement 2040 (VFORX) [MF]Mutual Funds | $100,001 - $250,000 | $5,001 - $15,000 | Capital Gains, Dividends, Interest | 2019 | |
VFIFX Matangipriyasri Bala IRA TD Ameritrade ⇒ Vanguard Target Retirement 2050 (VFIFX) [MF]Mutual Funds | $50,001 - $100,000 | Tax-Deferred | 2019 | ||
VFORX Subramanian Krishnamoorthi & Matangi Bala Retirement Account at TD Ameritrade ⇒ Vanguard Target Retirement 2040 (VFORX) [MF] InterestMutual Funds | $50,001 - $100,000 | $1,001 - $2,500 | Capital Gains, Dividends, | 2019 | |
- Restricted shares of Episensors [PS]Stock (Not Publicly Traded) | $50,001 - $100,000 | 2019 | |||
- Illinois' Bright Start 529 Child a ⇒ Index Moderate Age Based 13-14 [MF]Mutual Funds | $50,001 - $100,000 | Tax-Deferred | 2019 | ||
- Restricted shares of EPIR Technologies [PS]Stock (Not Publicly Traded) | $50,001 - $100,000 | 2019 | |||
- Illinois' Bright Start 529 child b ⇒ Index Moderate Age Based 9-10 [MF]Mutual Funds | $50,001 - $100,000 | Tax-Deferred | 2019 | ||
VFORX Matangipriyasri Bala IRA TD Ameritrade ⇒ Vanguard Target Retirement 2040 (VFORX) [MF]Mutual Funds | $50,001 - $100,000 | Tax-Deferred | 2019 | ||
VFORX Subramanian Raja Krishnamoorthi SEP IRA Ameritrade ⇒ Vanguard Target Retirement 2040 (VFORX) [MF]Mutual Funds | $15,001 - $50,000 | TD | Tax-Deferred | 2019 | |
- JP Morgan Chase (various accounts) [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | $1 - $200 | Interest | 2019 | |
VFORX Matangi Priyasri Bala Roth IRA TD Ameritrade ⇒ Vanguard Target Retirement 2040 (VFORX) [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2019 | ||
- Priya 401k from Midwest Anesthesia Partners ⇒ Cash and Cash Investments [OT]Other | $15,001 - $50,000 | Tax-Deferred | 2019 | ||
SWYMX Priya 401k from Midwest Anesthesia Partners ⇒ Schwab Target 2050 Index (SWYMX) [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2019 | ||
VSIAX Priya 401k from Midwest Anesthesia Partners ⇒ Vanguard Small Cap Value Index (VSIAX) [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2019 | ||
- Restricted shares of Health-I-Pass [PS]Stock (Not Publicly Traded) | $15,001 - $50,000 | 2019 | |||
SWSSX Priya 401k from Midwest Anesthesia Partners ⇒ Schwab Small Cap Index Fund (SWSSX) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2019 | ||
- Illinois' Bright Start 529 child c ⇒ Index Moderate Age-Based 3-5 Portfolio [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2019 | ||
- Priya 401k from Midwest Anesthesia Partners ⇒ Vanguard Growth Index Admiral [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2019 | ||
VFORX Subramanian R Krishnamoorthi Roth IRA Ameritrade ⇒ Vanguard Target Retirement 2040 (VFORX) [MF]Mutual Funds | $1,001 - $15,000 | TD | Tax-Deferred | 2019 | |
VFIFX Priya 401k from Midwest Anesthesia Partners ⇒ Vanguard Target Retirement 2050 (VFIFX) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2019 | ||
- Metlife Flexible Premium Multifunded Life Insurance ⇒ Frontier Midcap Growth Portfolio [MF]Mutual Funds | $1,001 - $15,000 | 2019 | |||
- Metlife Flexible Premium Multifunded Life Insurance ⇒ Blackrock Bond Income Portfolio [MF]Mutual Funds | $1,001 - $15,000 | 2019 | |||
- State of Illinois Deferred Compensation [DB]Defined Benefit Pension | $1,001 - $15,000 | Tax-Deferred | 2019 | ||
- Metlife Flexible Premium Multifunded Life Insurance ⇒ MetLife Stock Index Portfolio [MF]Mutual Funds | $1,001 - $15,000 | 2019 | |||
- Metlife Flexible Premium Multifunded Life Insurance ⇒ Neuberger Berman Genesis Portfolio [MF]Mutual Funds | $1,001 - $15,000 | 2019 | |||
- Matangi P Bala Retirement Fund TD Ameritrade ⇒ Insrd Dep Acct [OT]Other | $1,001 - $15,000 | Interest | 2019 | ||
SNXFX Priya 401k from Midwest Anesthesia Partners ⇒ Schwab 1000 Index Fund (SNXFX) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2019 | ||
VFORX SRK Solo401k TD Ameritrade ⇒ Vanguard Target Retirement 2040 (VFORX) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2019 | ||
- Matangipriyasri Bala IRA TD Ameritrade ⇒ Insrd Dep Acct [IH]IRA (Held in Cash) | None | Tax-Deferred | 2019 | ||
VFIFX Matangi P Bala SEP IRA TD Ameritrade ⇒ Vanguard Target Retirement 2050 (VFIFX) [MF]Mutual Funds | None | Tax-Deferred | 2019 | ||
- Illinois' Bright Start 529 child c ⇒ Index Moderate Age-Based 0-2 Portfolio [MF]Mutual Funds | None | Tax-Deferred | 2019 | ||
- Subramanian Krishnamoorthi & Matangi Bala Retirement Account at TD Ameritrade ⇒ Insrd Dep Acct [OT]Other | None | 2019 | |||
- Matangi P Bala SEP IRA TD Ameritrade ⇒ Insrd Dep Acct [IH]IRA (Held in Cash) | None | Tax-Deferred | 2019 | ||
- Rental property at 3260 N Clark St, Unit 408, Chicago, 60657 [RP]Real Property | $250,001 - $500,000 | IL | $15,001 - $50,000 | Rent | 2018 |
- Rental property at 410 Lafayette Lane, Hoffman Estates, IL 60169 [RP]Real Property | $250,001 - $500,000 | $15,001 - $50,000 | Rent | 2018 | |
VTIVX Subramanian R Krishnamoorthi IRA TD Ameritrade ⇒ Vanguard Target Retirement 2045 Fund (VTIVX) [MF]Mutual Funds | $100,001 - $250,000 | Tax-Deferred | 2018 | ||
VFORX Matangi P Bala Retirement Fund TD Ameritrade ⇒ Vanguard Target Retirement 2040 (VFORX) [MF]Mutual Funds | $100,001 - $250,000 | $2,501 - $5,000 | Capital Gains, Dividends | 2018 | |
VFORX Subramanian R Krishnamoorthi IRA TD Ameritrade ⇒ Vanguard Target Retirement 2040 (VFORX) [MF]Mutual Funds | $100,001 - $250,000 | Tax-Deferred | 2018 | ||
VTIVX Matangipriyasri Bala IRA TD Ameritrade ⇒ VANGUARD TARGET RETIREMENT 2045 FUND (VTIVX) [MF]Mutual Funds | $100,001 - $250,000 | Tax-Deferred | 2018 | ||
VFIFX Matangipriyasri Bala IRA TD Ameritrade ⇒ Vanguard Target Retirement 2050 (VFIFX) [MF]Mutual Funds | $50,001 - $100,000 | Tax-Deferred | 2018 | ||
- Restricted shares of Episensors [PS]Stock (Not Publicly Traded) | $50,001 - $100,000 | 2018 | |||
- Illinois' Bright Start 529 Child a ⇒ Index Moderate Age Based 13-14 [MF]Mutual Funds | $50,001 - $100,000 | Tax-Deferred | 2018 | ||
- Restricted shares of EPIR Technologies [PS]Stock (Not Publicly Traded) | $50,001 - $100,000 | 2018 | |||
- Restricted shares of Health-I-Pass [PS]Stock (Not Publicly Traded) | $15,001 - $50,000 | 2018 | |||
- JP Morgan Chase (various accounts) [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | $1 - $200 | Interest | 2018 | |
VFORX Matangi Priyasri Bala Roth IRA TD Ameritrade ⇒ Vanguard Target Retirement 2040 (VFORX) [MF]Mutual Funds | $15,001 - $50,000 | 2018 | |||
- Subramanian Krishnamoorthi & Matangi Bala Retirement Account at TD Ameritrade ⇒ Ameritrade cash reserves [OT]Other | $15,001 - $50,000 | 2018 | |||
VFORX Subramanian Krishnamoorthi & Matangi Bala Retirement Account at TD Ameritrade ⇒ Vanguard Target Retirement 2040 (VFORX) [MF]Mutual Funds | $15,001 - $50,000 | $201 - $1,000 | Capital Gains, Dividends | 2018 | |
VFORX Subramanian Raja Krishnamoorthi SEP IRA Ameritrade ⇒ Vanguard Target Retirement 2040 (VFORX) [MF]Mutual Funds | $15,001 - $50,000 | TD | Tax-Deferred | 2018 | |
- Illinois' Bright Start 529 child b ⇒ Index Moderate Age Based 9-10 [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2018 | ||
VFORX Matangipriyasri Bala IRA TD Ameritrade ⇒ Vanguard Target Retirement 2040 (VFORX) [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2018 | ||
VFORX Subramanian R Krishnamoorthi Roth IRA Ameritrade ⇒ Vanguard Target Retirement 2040 (VFORX) [MF]Mutual Funds | $1,001 - $15,000 | TD | 2018 | ||
- Metlife Flexible Premium Multifunded Life Insurance ⇒ Blackrock Bond Income Portfolio [MF]Mutual Funds | $1,001 - $15,000 | 2018 | |||
- Metlife Flexible Premium Multifunded Life Insurance ⇒ Frontier Midcap Growth Portfolio [MF]Mutual Funds | $1,001 - $15,000 | 2018 | |||
- Metlife Flexible Premium Multifunded Life Insurance ⇒ MetLife Stock Index Portfolio [MF]Mutual Funds | $1,001 - $15,000 | 2018 | |||
- Metlife Flexible Premium Multifunded Life Insurance ⇒ Neuberger Berman Genesis Portfolio [MF]Mutual Funds | $1,001 - $15,000 | 2018 | |||
SWYMX Priya 401k from Midwest Anesthesia Partners ⇒ Schwab Target 2050 Index (SWYMX) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2018 | ||
VFIFX Priya 401k from Midwest Anesthesia Partners ⇒ Vanguard Target Retirement 2050 (VFIFX) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2018 | ||
- State of Illinois Deferred Compensation [DB]Defined Benefit Pension | $1,001 - $15,000 | Tax-Deferred | 2018 | ||
VFORX SRK Solo401k TD Ameritrade ⇒ Vanguard Target Retirement 2040 (VFORX) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2018 | ||
VFIFX Matangi P Bala SEP IRA TD Ameritrade ⇒ Vanguard Target Retirement 2050 (VFIFX) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2018 | ||
- Matangi P Bala Retirement Fund TD Ameritrade ⇒ Insured Deposit Acct [OT]Other | $1,001 - $15,000 | $1 - $200 | Interest | 2018 | |
- Illinois' Bright Start 529 child c ⇒ Index Moderate Age-Based 0-2 Portfolio [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2018 | ||
- Matangi P Bala SEP IRA TD Ameritrade ⇒ Insrd Dep Acct [IH]IRA (Held in Cash) | None | Tax-Deferred | 2018 | ||
- Illinois' Bright Start 529 Child a ⇒ Index Moderate Age-Based 19+ Portfolio [MF]Mutual Funds | None | Tax-Deferred | 2018 | ||
- Illinois' Bright Start 529 child b ⇒ Index Moderate Age-Based 06-08 [MF]Mutual Funds | None | Tax-Deferred | 2018 | ||
- Lincoln Financial Old 401k ⇒ Vanguard Target Retirement 2040 [MF]Mutual Funds | None | Tax-Deferred | 2018 | ||
- M. Priya Bala Rollover IRA Vanguard 2040 Retirement ⇒ VANGUARD TARGET RET 2040 FD INVESTOR CL [MF]Mutual Funds | None | Tax-Deferred | 2018 | ||
- M. Priya Bala Roth IRA Vanguard 2040 Retirement ⇒ VANGUARD TARGET RET 2040 FD INVESTOR CL [MF]Mutual Funds | None | Tax-Deferred | 2018 | ||
- M. Priyasri Bala Vanguard Retirement 2040 ⇒ VANGUARD TARGET RET 2040 FD INVESTOR CL [MF]Mutual Funds | None | 2018 | |||
- Matangipriyasri Bala IRA TD Ameritrade ⇒ Insrd Dep Acct [IH]IRA (Held in Cash) | None | Tax-Deferred | 2018 | ||
- S. Raja Krishnamoorthi Rollover IRA Vanguard 2040 Retirement ⇒ VANGUARD TARGET RET 2040 FD INVESTOR CL [MF]Mutual Funds | None | Tax-Deferred | 2018 | ||
- S. Raja Krishnamoorthi Roth IRA Vanguard 2040 Retirement ⇒ VANGUARD TARGET RET 2040 FD INVESTOR CL [MF]Mutual Funds | None | Tax-Deferred | 2018 | ||
- S. Raja Krishnamoorthi SEP IRA Vanguard 2040 Retirement ⇒ Fidelity Cash Reserves [IH]IRA (Held in Cash) | None | Tax-Deferred | 2018 | ||
- S. Raja Krishnamoorthi SEP IRA Vanguard 2040 Retirement ⇒ VANGUARD TARGET RET 2040 FD INVESTOR CL [MF]Mutual Funds | None | Tax-Deferred | 2018 | ||
- SRK Solo 401k Vanguard 2040 Retirement Fund ⇒ VANGUARD TARGET RET 2040 FD INVESTOR CL [MF]Mutual Funds | None | Tax-Deferred | 2018 | ||
- SRK Solo 401k Vanguard 2040 Retirement Fund ⇒ Vanguard Target Retirement 2040 [MF]Mutual Funds | None | Tax-Deferred | 2018 | ||
VFORX Subramanian Krishnamoorthi & Matangi Bala Joint RMB Retirement Fund ⇒ Vanguard Target Retirement 2040 (VFORX) [MF]Mutual Funds | None | 2018 | |||
- Illinois' Bright Start 529 Child a ⇒ Equity Portfolio [MF]Mutual Funds | None | Tax-Deferred | 2018 | ||
- Rental property at 410 Lafayette Lane, Hoffman Estates, IL 60169 [RP]Real Property | $250,001 - $500,000 | $15,001 - $50,000 | Rent | 2017 | |
- Rental property at 3260 N Clark St, Unit 408, Chicago, IL 60657 [RP]Real Property | $250,001 - $500,000 | $15,001 - $50,000 | Rent | 2017 | |
- M. Priyasri Bala Vanguard Retirement 2040 ⇒ VANGUARD TARGET RET 2040 FD INVESTOR CL [MF]Mutual Funds | $100,001 - $250,000 | $201 - $1,000 | Capital Gains, Dividends | 2017 | |
- S. Raja Krishnamoorthi Rollover IRA Vanguard 2040 Retirement ⇒ VANGUARD TARGET RET 2040 FD INVESTOR CL [MF]Mutual Funds | $100,001 - $250,000 | Tax-Deferred | 2017 | ||
- Matangipriyasri Bala IRA TD Ameritrade ⇒ VANGUARD TARGET RETIREMENT 2045 FUND [MF]Mutual Funds | $100,001 - $250,000 | Tax-Deferred | 2017 | ||
- Subramanian R Krishnamoorthi Rollover IRA Ameritrade ⇒ Vanguard Target Retirement 2045 Fund [MF]Mutual Funds | $100,001 - $250,000 | TD | Tax-Deferred | 2017 | |
- Restricted shares of EPIR Technologies [PS]Stock (Not Publicly Traded) | $50,001 - $100,000 | 2017 | |||
- Lincoln Financial 401k ⇒ Vanguard Target Retirement 2040 [MF]Mutual Funds | $50,001 - $100,000 | Tax-Deferred | 2017 | ||
- Restricted shares of Episensors [PS]Stock (Not Publicly Traded) | $50,001 - $100,000 | 2017 | |||
- M. Priya Bala Rollover IRA Vanguard 2040 Retirement ⇒ VANGUARD TARGET RET 2040 FD INVESTOR CL [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2017 | ||
- Illinois' Bright Start 529 Child a ⇒ Index Moderate Age-Based 19+ Portfolio [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2017 | ||
- Restricted shares of Health-I-Pass [PS]Stock (Not Publicly Traded) | $15,001 - $50,000 | 2017 | |||
- Illinois' Bright Start 529 child b ⇒ Index Moderate Age-Based 06-08 [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2017 | ||
- M. Priya Bala Roth IRA Vanguard 2040 Retirement ⇒ VANGUARD TARGET RET 2040 FD INVESTOR CL [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2017 | ||
- JP Morgan Chase (various accounts) [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | $1 - $200 | Interest | 2017 | |
- Matangi B Bala SEP IRA TD Ameritrade ⇒ Insrd Dep Acct [IH]IRA (Held in Cash) | $1,001 - $15,000 | Tax-Deferred | 2017 | ||
- Matangipriyasri Bala IRA TD Ameritrade ⇒ Insrd Dep Acct [IH]IRA (Held in Cash) | $1,001 - $15,000 | Tax-Deferred | 2017 | ||
- Illinois' Bright Start 529 Child a ⇒ Equity Portfolio [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2017 | ||
- Metlife Flexible Premium Multifunded Life Insurance ⇒ Blackrock Bond Income Portfolio [MF]Mutual Funds | $1,001 - $15,000 | 2017 | |||
- Metlife Flexible Premium Multifunded Life Insurance ⇒ Frontier Midcap Growth Portfolio [MF]Mutual Funds | $1,001 - $15,000 | 2017 | |||
- S. Raja Krishnamoorthi SEP IRA Vanguard 2040 Retirement ⇒ VANGUARD TARGET RET 2040 FD INVESTOR CL [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2017 | ||
- Illinois' Bright Start 529 child c ⇒ Index Moderate Age-Based 0-2 Portfolio [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2017 | ||
- Metlife Flexible Premium Multifunded Life Insurance ⇒ MetLife Stock Index Portfolio [MF]Mutual Funds | $1,001 - $15,000 | 2017 | |||
- SRK Solo 401k Vanguard 2040 Retirement Fund ⇒ VANGUARD TARGET RET 2040 FD INVESTOR CL [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2017 | ||
- SRK Solo 401k Vanguard 2040 Retirement Fund ⇒ Vanguard Target Retirement 2040 [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2017 | ||
- State of Illinois Deferred Compensation [DB]Defined Benefit Pension | $1,001 - $15,000 | Tax-Deferred | 2017 | ||
- Metlife Flexible Premium Multifunded Life Insurance ⇒ Neuberger Berman Genesis Portfolio [MF]Mutual Funds | $1,001 - $15,000 | 2017 | |||
- S. Raja Krishnamoorthi Roth IRA Vanguard 2040 Retirement ⇒ VANGUARD TARGET RET 2040 FD INVESTOR CL [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2017 | ||
- S. Raja Krishnamoorthi SEP IRA Vanguard 2040 Retirement ⇒ Fidelity Cash Reserves [IH]IRA (Held in Cash) | $1,001 - $15,000 | Tax-Deferred | 2017 | ||
- Lincoln Financial 401k ⇒ Vanguard Value Index [MF]Mutual Funds | None | Tax-Deferred | 2017 | ||
- M. Priya Bala Rollover IRA LC Growth Focused Equity ⇒ DFA Core Equity 1 Portfolio [MF]Mutual Funds | None | Tax-Deferred | 2017 | ||
- M. Priya Bala Rollover IRA LC Growth Focused Equity ⇒ DFA Emerging Markets Core Equity Portfolio [MF]Mutual Funds | None | Tax-Deferred | 2017 | ||
- M. Priya Bala Rollover IRA LC Growth Focused Equity ⇒ DFA Intl Small Co Portfolio [MF]Mutual Funds | None | Tax-Deferred | 2017 | ||
- M. Priya Bala Rollover IRA LC Growth Focused Equity ⇒ DFA Japanese Small Co Fd [MF]Mutual Funds | None | Tax-Deferred | 2017 | ||
- M. Priya Bala Roth IRA LC Cap App Tax ⇒ Aqr Multi Strgy Alternative Cl I [MF]Mutual Funds | None | Tax-Deferred | 2017 | ||
- M. Priya Bala Roth IRA LC Cap App Tax ⇒ Baird Fds Inc Shrt Tem Bd I [MF]Mutual Funds | None | Tax-Deferred | 2017 | ||
- M. Priya Bala Roth IRA LC Cap App Tax ⇒ DFA Emerging Mkts Core Equity Portfolio [MF]Mutual Funds | None | Tax-Deferred | 2017 | ||
- M. Priya Bala Roth IRA LC Cap App Tax ⇒ DFA U.S. Core Equity 1 Portfolio [MF]Mutual Funds | None | Tax-Deferred | 2017 | ||
- M. Priyasri Bala Baird Mun Bond Fd ⇒ Baird Int Muni Bond Cl I [MF]Mutual Funds | None | 2017 | |||
- M. Priyasri Bala LC Growth Equity ⇒ DFA Emerg Mkts Core Equity Portfolio [MF]Mutual Funds | None | $201 - $1,000 | Capital Gains | 2017 | |
- M. Priyasri Bala LC Growth Equity ⇒ DFA Intl Small Co Portfolio [MF]Mutual Funds | None | 2017 | |||
- M. Priyasri Bala LC Growth Equity ⇒ DFA Japanese Small Co Fd [MF]Mutual Funds | None | $201 - $1,000 | Capital Gains | 2017 | |
- SRK Solo 401k Vanguard 2040 Retirement Fund ⇒ DFA Japanese Small Co Fd [MF]Mutual Funds | None | Tax-Deferred | 2017 | ||
- SRK Solo 401k Vanguard 2040 Retirement Fund ⇒ DFA U.S. Core Equity 1 Portfolio [MF]Mutual Funds | None | Tax-Deferred | 2017 | ||
- ADP 401k plan ⇒ Alger Small Cap [MF]Mutual Funds | None | Tax-Deferred | 2017 | ||
- M. Priya Bala Roth IRA LC Cap App Tax ⇒ DFA Intl Small Co Portfolio [MF]Mutual Funds | None | Tax-Deferred | 2017 | ||
- M. Priyasri Bala LC Growth Equity ⇒ DFA U.S. Core Equity 1 Portfolio [MF]Mutual Funds | None | $5,001 - $15,000 | Capital Gains | 2017 | |
- S. Raja Krishnamoorthi Rollover IRA LC Capital App Taxable ⇒ American Beacon Sim High Yld Opps Inst [MF]Mutual Funds | None | Tax-Deferred | 2017 | ||
- S. Raja Krishnamoorthi Rollover IRA LC Capital App Taxable ⇒ Angel Oak Multi-Strategy Inc Inst [MF]Mutual Funds | None | Tax-Deferred | 2017 | ||
- S. Raja Krishnamoorthi Rollover IRA LC Capital App Taxable ⇒ Aqr Multi Strgy Alt Cl I [MF]Mutual Funds | None | Tax-Deferred | 2017 | ||
- S. Raja Krishnamoorthi Rollover IRA LC Capital App Taxable ⇒ Baird FDS Inc Short Trm Bd I [MF]Mutual Funds | None | Tax-Deferred | 2017 | ||
- S. Raja Krishnamoorthi Rollover IRA LC Capital App Taxable ⇒ DFA Emerging Markets Core Equity Portfolio [MF]Mutual Funds | None | Tax-Deferred | 2017 | ||
- S. Raja Krishnamoorthi Rollover IRA LC Capital App Taxable ⇒ DFA Intl Small Company Portfolio [MF]Mutual Funds | None | Tax-Deferred | 2017 | ||
- S. Raja Krishnamoorthi Rollover IRA LC Capital App Taxable ⇒ DFA Japanese Small Co Fd [MF]Mutual Funds | None | Tax-Deferred | 2017 | ||
- S. Raja Krishnamoorthi Rollover IRA LC Capital App Taxable ⇒ DFA U.S. Core Equity 1 Portfolio [MF]Mutual Funds | None | Tax-Deferred | 2017 | ||
- S. Raja Krishnamoorthi Rollover IRA LC Capital App Taxable ⇒ Hartford Fltng Rate High Income Fd Cl I [MF]Mutual Funds | None | Tax-Deferred | 2017 | ||
- S. Raja Krishnamoorthi Rollover IRA LC Capital App Taxable ⇒ JPMorgan Mort Sec Sel [MF]Mutual Funds | None | Tax-Deferred | 2017 | ||
- ADP 401k plan ⇒ Delafield Fund [MF]Mutual Funds | None | Tax-Deferred | 2017 | ||
- S. Raja Krishnamoorthi Rollover IRA LC Capital App Taxable ⇒ Pimco Comm Real Return I [MF]Mutual Funds | None | Tax-Deferred | 2017 | ||
- S. Raja Krishnamoorthi Rollover IRA LC Capital App Taxable ⇒ Sptn Real Es IDX Adv [MF]Mutual Funds | None | Tax-Deferred | 2017 | ||
- S. Raja Krishnamoorthi Rollover IRA LC Capital App Taxable ⇒ Tortoise MLP and Pipe Fund Inst Cl [MF]Mutual Funds | None | Tax-Deferred | 2017 | ||
- S. Raja Krishnamoorthi Roth IRA LC Growth Focused Equity ⇒ DFA U.S. Core Equity 1 Portfolio [MF]Mutual Funds | None | Tax-Deferred | 2017 | ||
- S. Raja Krishnamoorthi SEP IRA LC Growth Focused Equity ⇒ DFA U.S. Core Equity 1 Portfolio [MF]Mutual Funds | None | Tax-Deferred | 2017 | ||
- S. Raja Krishnamoorthi Rollover IRA LC Capital App Taxable ⇒ Lord Abbett Info Focused Bond Fd I [MF]Mutual Funds | None | Tax-Deferred | 2017 | ||
- ADP 401k plan ⇒ Janus Forty Fund [MF]Mutual Funds | None | Tax-Deferred | 2017 | ||
- ADP 401k plan ⇒ Oppenheimer Global Fund [MF]Mutual Funds | None | Tax-Deferred | 2017 | ||
- ADP 401k plan ⇒ PIMCO Real Return [MF]Mutual Funds | None | Tax-Deferred | 2017 | ||
- ADP 401k plan ⇒ Thornburg Value Fund [MF]Mutual Funds | None | Tax-Deferred | 2017 | ||
- Lincoln Financial 401k ⇒ Am Century Mid Cap Value [MF]Mutual Funds | None | Tax-Deferred | 2017 | ||
- Lincoln Financial 401k ⇒ Am Fds Cap World Growth & Income R4 [MF]Mutual Funds | None | Tax-Deferred | 2017 | ||
- Lincoln Financial 401k ⇒ Am Fds Europacific Gr R4 [MF]Mutual Funds | None | Tax-Deferred | 2017 | ||
- Lincoln Financial 401k ⇒ Franklin Custodian Growth Fund [MF]Mutual Funds | None | Tax-Deferred | 2017 | ||
- Lincoln Financial 401k ⇒ Lincoln Stable Value Acct-J83 [MF]Mutual Funds | None | Tax-Deferred | 2017 | ||
- Lincoln Financial 401k ⇒ Prudential Total Return [MF]Mutual Funds | None | Tax-Deferred | 2017 |
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