70trades · $2.6M est.
$6Mest. assets · Annual (2026)
Since nomination
Nominee 278 (05/03/2022) vs Annual (2026)Divested
160 positions · $2.6M est. · largest 20 shown| Asset | Account | Owner | Value at nomination |
|---|---|---|---|
| TIAA-CREF Social Choice Low Carbon Equity Fund Institutional Class Shares TNWCX | Employment assets | Self | $100K – $250K |
| Global ID (fintech), vested stock options | Employment assets | Self | $100K – $250K |
| 7518 In School Option | Other assets | — | $100K – $250K |
| CREF Inflation-Linked Bond R3 | Employment assets | Self | $50K – $100K |
| TIAA-CREF Social Choice Low Carbon Equity Fund Institutional Class Shares TNWCX | Employment assets | Self | $50K – $100K |
| SentiLink (fintech), vested stock options | Employment assets | Self | $50K – $100K |
| Built Technologies (fintech) | Employment assets | Self | $50K – $100K |
| 7505 Principal Plus Interest Option | Other assets | — | $50K – $100K |
| TIAA-CREF Social Choice Low Carbon Equity Fund Institutional Class Shares TNWCX | Employment assets | Self | $15K – $50K |
| CREF Social Choice R3 | Employment assets | Self | $15K – $50K |
| CREF Social Choice R3 | Employment assets | Self | $15K – $50K |
| TIAA-CREF Social Choice Low Carbon Equity Fund Institutional Class Shares TNWCX | Employment assets | Self | $15K – $50K |
| CREF Social Choice R3 | Employment assets | Self | $15K – $50K |
| CREF Inflation-Linked Bond Account R3 | Employment assets | Self | $15K – $50K |
| TIAA-CREF Large-Cap Growth Index Fund Institutional Class Shares TILIX | Employment assets | Self | $15K – $50K |
| Achieve Inc d/b/a Ribbon (fintech) | Employment assets | Self | $15K – $50K |
| Acorns Grow Inc. (fintech) | Employment assets | Self | $15K – $50K |
| Blend Labs Inc | Employment assets | Self | $15K – $50K |
| HelloBrigit (fintech) | Employment assets | Self | $15K – $50K |
| Ladder Financial (fintech) | Employment assets | Self | $15K – $50K |
Still holds
112 positions · $5.2M est. · largest 20 shown| Asset | Account | Owner | At nomination | Latest value |
|---|---|---|---|---|
| Nuveen International Equity Index Fund R6 TCIEX | Employment assets | Self | $100K – $250K | $250K – $500K |
| Nuveen Large Cap Responsible Equity Fund R6 TISCX | Employment assets | Self | $50K – $100K | $250K – $500K |
| TIAA Real Estate | Employment assets | Self | $100K – $250K | $100K – $250K |
| TIAA Traditional | Employment assets | Self | $100K – $250K | $100K – $250K |
| Vanguard Emerging Markets Stock Index Institutional Plus VEMRX | Employment assets | Self | $50K – $100K | $100K – $250K |
| Nuveen Large-Cap Value Index Fund R6 TILVX | Employment assets | Self | $100K – $250K | $100K – $250K |
| Nuveen Quant Small-Cap Equity Fund R6 TISEX | Employment assets | Self | $50K – $100K | $100K – $250K |
| Nuveen International Equity Index Fund R6 TCIEX | Employment assets | Self | $50K – $100K | $100K – $250K |
| Nuveen Large Cap Responsible Equity Fund R6 TISCX | Employment assets | Self | $15K – $50K | $100K – $250K |
| TIAA Real Estate | Employment assets | Self | $50K – $100K | $50K – $100K |
| TIAA Traditional | Employment assets | Self | $50K – $100K | $50K – $100K |
| TIAA Traditional | Spouse's assets | Spouse | $50K – $100K | $50K – $100K |
| Vanguard Emerging Markets Stock Index Institutional Plus VEMRX | Employment assets | Self | $15K – $50K | $50K – $100K |
| Nuveen Large-Cap Value Index Fund R6 TILVX | Employment assets | Self | $50K – $100K | $50K – $100K |
| Nuveen International Equity Index Fund R6 TCIEX | Employment assets | Self | $15K – $50K | $50K – $100K |
| Nuveen Large-Cap Value Index Fund R6 TILVX | Spouse's assets | Spouse | $15K – $50K | $50K – $100K |
| Nuveen Quant Small-Cap Equity Fund R6 TISEX | Employment assets | Self | $15K – $50K | $50K – $100K |
| Nuveen International Equity Fund R6 TIIEX | Employment assets | Self | $15K – $50K | $50K – $100K |
| Nuveen Large-Cap Value Fund R6 TRLIX | Employment assets | Self | $15K – $50K | $50K – $100K |
| Nuveen International Equity Index Fund R6 TCIEX | Employment assets | Self | $15K – $50K | $50K – $100K |
New positions
19 positions · $733K est.| Asset | Account | Owner | Latest value |
|---|---|---|---|
| Vanguard 500 Index Fund ETF Shares VOO | Other assets | — | $100K – $250K |
| CREF Responsible Balanced Account | Employment assets | Self | $50K – $100K |
| CREF Responsible Balanced Account | Employment assets | Self | $50K – $100K |
| CREF Core Bond Fund QCBMIX | Employment assets | Self | $50K – $100K |
| CREF Responsible Balanced Account | Employment assets | Self | $15K – $50K |
| CREF Responsible Balanced Account | Spouse's assets | Spouse | $15K – $50K |
| CREF Responsible Balanced Account | Spouse's assets | Spouse | $15K – $50K |
| CREF Responsible Balanced Account | Spouse's assets | Spouse | $15K – $50K |
| CREF Core Bond Fund QCBMIX | Employment assets | Self | $15K – $50K |
| CREF Core Bond Fund QCBMIX | Employment assets | Self | $15K – $50K |
| CREF Core Bond Fund QCBMIX | Spouse's assets | Spouse | $15K – $50K |
| CREF Core Bond Fund QCBMIX | Spouse's assets | Spouse | $15K – $50K |
| CREF Core Bond QCBMIX | Employment assets | Self | $15K – $50K |
| CREF Responsible Balanced Account | Employment assets | Self | $1K – $15K |
| CREF Responsible Balanced Account | Spouse's assets | Spouse | $1K – $15K |
| CREF Core Bond Fund QCBMIX | Spouse's assets | Spouse | $1K – $15K |
| CREF Core Bond Fund QCBMIX | Spouse's assets | Spouse | $1K – $15K |
| Nuveen Life Cycle LX 2010 R6 | Spouse's assets | Spouse | $1K – $15K |
| U.S. credit union #1 (cash) | Other assets | — | Under $1K |
Positions are matched between the two reports by exact name, first within the same account, then across accounts, then by ticker; rows matching nothing are listed as divested or new. Estimates are band midpoints.
Stock trades
| Asset | Type | Amount | Owner | Traded | Disclosed |
|---|---|---|---|---|---|
| HLMEX Harding Loevner Emerging Markets Portfolio Institutional Class | Buy | $1K – $15K | — | Dec 16, 2025 | filing ↗ |
| HLMIX Harding Loevner International Equity Portfolio | Buy | $1K – $15K | — | Dec 16, 2025 | filing ↗ |
| TILIX Nuveen Large Cap Growth Index Fund | Buy | $1K – $15K | — | Dec 15, 2025 | filing ↗ |
| TILVX Nuveen Large Cap Value Index Fund | Buy | $1K – $15K | — | Dec 15, 2025 | filing ↗ |
| VEMRX Vanguard Emerging Markets Stock Index Institutional Plus | Buy | $1K – $15K | — | Dec 12, 2025 | filing ↗ |
| TIIEX Nuveen International Equity Fund R6 | Buy | $1K – $15K | — | Dec 12, 2025 | filing ↗ |
| TRLIX Nuveen Large Cap Value Fund | Buy | $1K – $15K | — | Dec 12, 2025 | filing ↗ |
| TILVX Nuveen Large Cap Value Index Fund R6 | Buy | $15K – $50K | — | Dec 12, 2025 | filing ↗ |
| TISCX Nuveen Large Cap Responsible Equity Fund R6 | Buy | $50K – $100K | — | Dec 12, 2025 | filing ↗ |
| TCIEX Nuveen International Equity Index Fund | Buy | $15K – $50K | — | Dec 12, 2025 | filing ↗ |
| TISEX Nuveen Quant Small Cap Equity Fund | Buy | $15K – $50K | — | Dec 12, 2025 | filing ↗ |
| TIAA 7518 In School Option | Sell | $1K – $15K | — | Jul 11, 2025 | filing ↗ |
| TIAA 7505 Principal Plus Interest Option | Sell | $1K – $15K | — | Jul 11, 2025 | filing ↗ |
| VOO Vanguard 500 Index Fund ETF Shares | Sell | $100K – $250K | — | May 27, 2025 | filing ↗ |
| VOO Vanguard 500 Index Fund ETF Shares | Buy | $1K – $15K | — | Mar 31, 2025 | filing ↗ |
| VOO Vanguard 500 Index Fund ETF Shares | Sell | $250K – $500K | — | Feb 3, 2025 | filing ↗ |
| VOO Vanguard 500 Index Fund ETF Shares | Buy | $1K – $15K | — | Dec 26, 2024 | filing ↗ |
| TNWCX Nuveen Social Choice Low Carbon Equity Fund R6 | Buy | $15K – $50K | — | Dec 6, 2024 | filing ↗ |
| TISCX Nuveen Large Cap Responsible Equity Fund R6 | Buy | $1K – $15K | — | Dec 6, 2024 | filing ↗ |
| TCIEX Nuveen International Equity Index Fund | Buy | $1K – $15K | — | Dec 6, 2024 | filing ↗ |
| TISEX Nuveen Quant Small Cap Equity Fund Institutional Class Shares | Buy | $1K – $15K | — | Dec 6, 2024 | filing ↗ |
| VEMRX Vanguard Emerging Markets Stock Index Institutional Plus | Buy | $1K – $15K | — | Dec 6, 2024 | filing ↗ |
| TILVX Nuveen Large Cap Value Index Fund R6 | Buy | $1K – $15K | — | Dec 6, 2024 | filing ↗ |
| TNWCX Nuveen Social Choice Low Carbon Equity Fund R6 | Buy | $15K – $50K | — | Dec 6, 2024 | filing ↗ |
| TCIEX Nuveen International Equity Index Fund | Buy | $1K – $15K | — | Dec 6, 2024 | filing ↗ |
| TISEX Nuveen Quant Small Cap Equity Fund Institutional Class Shares | Buy | $15K – $50K | — | Dec 6, 2024 | filing ↗ |
| TISCX Nuveen Large Cap Responsible Equity Fund R6 | Buy | $15K – $50K | — | Dec 6, 2024 | filing ↗ |
| 7515 2024/2025 Enrollment Option | Sell | $15K – $50K | — | Nov 25, 2024 | filing ↗ |
| VOO Vanguard 500 Index Fund ETF Shares | Buy | $1K – $15K | — | Oct 1, 2024 | filing ↗ |
| HERYX Hartford Emerging Markets Equity Fund Class Y Shares | Sell | $1K – $15K | — | Oct 1, 2024 | filing ↗ |
| HLMEX Harding Loevner Emerging Markets Portfolio Institutional Class | Sell | $1K – $15K | — | Oct 1, 2024 | filing ↗ |
| HLMIX Harding Loevner International Equity Portfolio Institutional Class | Sell | $15K – $50K | — | Oct 1, 2024 | filing ↗ |
| IEFA Ishares TR Coer MSCI Eafe ETF | Sell | $15K – $50K | — | Oct 1, 2024 | filing ↗ |
| IWN Ishares TR Russell 2000 Value ETF | Sell | $1K – $15K | — | Oct 1, 2024 | filing ↗ |
| IWP Ishares TR Russell Mid-Cap Growth ETF | Sell | $1K – $15K | — | Oct 1, 2024 | filing ↗ |
| MTBIX MainStay MacKay Tax Free Bond Fund Class I Shares | Sell | $15K – $50K | — | Oct 1, 2024 | filing ↗ |
| QISGX Federated Hermes MDT Small Cap Growth Fund Class IS | Sell | $1K – $15K | — | Oct 1, 2024 | filing ↗ |
| TILIX Nuveen Large Cap Growth Index Fund Class R6 | Sell | $50K – $100K | — | Oct 1, 2024 | filing ↗ |
| TILVX Nuveen Large Cap Value Index Fund Class R6 | Sell | $50K – $100K | — | Oct 1, 2024 | filing ↗ |
| TQTIX AMG Times Square International Small Cap Fund Class I | Sell | $1K – $15K | — | Oct 1, 2024 | filing ↗ |
| VOO Vanguard Index FDS S&P 500 ETF SHS New | Sell | $50K – $100K | — | Oct 1, 2024 | filing ↗ |
| WFMIX Allspring Special Mid Cap Value Fund Institutional Class | Sell | $15K – $50K | — | Oct 1, 2024 | filing ↗ |
| WMBIX Allspring Municipal Bond Fund Institutional Class | Sell | $15K – $50K | — | Oct 1, 2024 | filing ↗ |
| VOO Vanguard 500 Index Fund ETF Shares | Buy | $1K – $15K | — | Jul 2, 2024 | filing ↗ |
| VOO Vanguard 500 Index Fund ETF Shares | Buy | $1K – $15K | — | Mar 27, 2024 | filing ↗ |
| Nuveen Large-Cap Value Index Fund R6 | Buy | $1K – $15K | — | Dec 11, 2023 | filing ↗ |
| Vanguard Emerging Markets Stock Index Institutional Plus | Buy | $1K – $15K | — | Dec 8, 2023 | filing ↗ |
| Nuveen Large-Cap Value Fund R6 | Buy | $1K – $15K | — | Dec 8, 2023 | filing ↗ |
| Nuveen Social Choice Low Carbon Equity Fund R6 | Buy | $1K – $15K | — | Dec 8, 2023 | filing ↗ |
| Nuveen Large-Cap Value Index Fund R6 | Buy | $1K – $15K | — | Dec 8, 2023 | filing ↗ |
| Nuveen Quant Small-Cap Equity Fund R6 | Buy | $1K – $15K | — | Dec 8, 2023 | filing ↗ |
| Nuveen Large Cap Responsible Equity Fund R6 | Buy | $1K – $15K | — | Dec 8, 2023 | filing ↗ |
| Nuveen International Equity Fund R6 | Buy | $1K – $15K | — | Dec 8, 2023 | filing ↗ |
| Nuveen International Equity Index Fund R6 | Buy | $1K – $15K | — | Dec 8, 2023 | filing ↗ |
| Michigan Education Savings Program - In School Option | Sell | $15K – $50K | — | Nov 6, 2023 | filing ↗ |
| Michigan Education Savings Program - Principal Plus Interest Option | Sell | $15K – $50K | — | Nov 6, 2023 | filing ↗ |
| Michigan Education Savings Program - In School Option | Sell | $15K – $50K | — | Jul 31, 2023 | filing ↗ |
| Michigan Education Savings Program - Principal Plus Interest Option | Sell | $15K – $50K | — | Jul 31, 2023 | filing ↗ |
| Michigan Education Savings Program - In School Option | Sell | $1K – $15K | — | Apr 24, 2023 | filing ↗ |
| Michigan Education Savings Program - Principal Plus Interest Option | Sell | $1K – $15K | — | Apr 24, 2023 | filing ↗ |
| Michigan Education Savings Program #3 Principal Plus Interest Option 7505 | Sell | $15K – $50K | — | Nov 3, 2022 | filing ↗ |
| Michigan Education Savings Program #3 In School Option 7518 | Sell | $15K – $50K | — | Nov 3, 2022 | filing ↗ |
| VOO Vanguard 500 Index Fund ETF Shares | Buy | $15K – $50K | — | Sep 29, 2022 | filing ↗ |
| NMMIX Nuveen Michigan Municipal Bond Fund Class I Shares | Sell | $15K – $50K | — | Sep 27, 2022 | filing ↗ |
| CREF Inflation-Linked Bond Fund QCILIX | Sell | $100K – $250K | — | Sep 23, 2022 | filing ↗ |
| CREF Core Bond Fund QCBMIX | Buy | $100K – $250K | — | Sep 23, 2022 | filing ↗ |
| VOO Vanguard 500 Index Fund ETF Shares | Buy | $250K – $500K | — | Aug 5, 2022 | filing ↗ |
| 7505 Principal Plus Interest Option (multiple) | Sell | $50K – $100K | — | — | filing ↗ |
| 7518 In School Option (multiple) | Sell | $1K – $15K | — | — | filing ↗ |
| Vanguard 500 Index Fund ETF Shares (multiple) | Buy | $1K – $15K | — | — | filing ↗ |
Asset holdings
Annual (2026) · filed —All positions
147 positions| Asset | Owner | Value | Income |
|---|---|---|---|
| SEP IRA TIAA-CREF Money Market Fund Retirement Class | Self | $15K – $50K | — |
| University of Michigan 403B | Self | — | — |
| CREF Responsible Balanced Account QCSCIX | Self | $1K – $15K | — |
| TIAA Real Estate QREARX | Self | $15K – $50K | — |
| TIAA Traditional | Self | $15K – $50K | — |
| Nuveen High-Yield Fund R6 TIHYX | Self | $1K – $15K | — |
| Nuveen International Equity Fund R6 TIIEX | Self | $1K – $15K | — |
| Nuveen International Equity Index Fund R6 TCIEX | Self | $50K – $100K | — |
| Nuveen Large-Cap Value Fund R6 TRLIX | Self | $1K – $15K | — |
| Nuveen Large-Cap Value Index Fund R6 TILVX | Self | $15K – $50K | — |
| Nuveen Quant Small-Cap Equity Fund Institutional Class Shares TISEX | Self | $15K – $50K | — |
| Nuveen Real Estate Securities Fund R6 TIREX | Self | $1K – $15K | — |
| Nuveen Large Cap Responsible Equity Fund R6 TISCX | Self | $50K – $100K | — |
| Vanguard Emerging Markets Stock Index Institutional Plus VEMRX | Self | $15K – $50K | — |
| CREF Core Bond QCBMIX | Self | $15K – $50K | — |
| University of Michigan 401A | Self | — | — |
| CREF Responsible Balanced Account QCSCIX | Self | $50K – $100K | — |
| TIAA Real Estate QREARX | Self | $100K – $250K | — |
| TIAA Traditional | Self | $100K – $250K | — |
| Nuveen High-Yield Fund R6 TIHYX | Self | $15K – $50K | — |
| Nuveen International Equity Fund R6 TIIEX | Self | $50K – $100K | — |
| Nuveen International Equity Index Fund R6 TCIEX | Self | $250K – $500K | — |
| Nuveen Large-Cap Value Fund R6 TRLIX | Self | $50K – $100K | — |
| Nuveen Large-Cap Value Index Fund R6 TILVX | Self | $100K – $250K | — |
| Nuveen Quant Small-Cap Equity Fund R6 TISEX | Self | $100K – $250K | — |
| Nuveen Real Estate Securities Fund R6 TIREX | Self | $15K – $50K | — |
| Nuveen Large Cap Responsible Equity Fund R6 TISCX | Self | $250K – $500K | — |
| Vanguard Emerging Markets Stock Index Institutional Plus VEMRX | Self | $100K – $250K | — |
| CREF Core Bond Fund QCBMIX | Self | $50K – $100K | — |
| University of Michigan 457B | Self | — | — |
| CREF Responsible Balanced Account QCSCIX | Self | $15K – $50K | — |
| TIAA Real Estate QREARX | Self | $15K – $50K | — |
| TIAA Traditional | Self | $15K – $50K | — |
| Nuveen High-Yield Fund R6 TIHYX | Self | $1K – $15K | — |
| Nuveen International Equity Fund R6 TIIEX | Self | $1K – $15K | — |
| Nuveen International Equity Index Fund R6 TCIEX | Self | $50K – $100K | — |
| Nuveen Large-Cap Value Fund R6 TRLIX | Self | $1K – $15K | — |
| Nuveen Large-Cap Value Index Fund R6 TILVX | Self | $15K – $50K | — |
| Nuveen Quant Small-Cap Equity Fund R6 TISEX | Self | $15K – $50K | — |
| Nuveen Real Estate Securities Fund R6 TIREX | Self | $1K – $15K | — |
| Nuveen Large Cap Responsible Equity Fund R6 TISCX | Self | $50K – $100K | — |
| Vanguard Emerging Markets Stock Index Institutional Plus VEMRX | Self | $15K – $50K | — |
| Vanguard Total Bond Market Index Fund Institutional Plus Shares VBMPX | Self | $1K – $15K | — |
| CREF Core Bond Fund QCBMIX | Self | $15K – $50K | — |
| University of Michigan SRA | Self | — | — |
| CREF Responsible Balanced Account QCSCIX | Self | $50K – $100K | — |
| TIAA Real Estate QREARX | Self | $50K – $100K | — |
| TIAA Traditional | Self | $50K – $100K | — |
| Nuveen High-Yield Fund R6 TIHYX | Self | $15K – $50K | — |
| Nuveen International Equity Fund R6 TIIEX | Self | $15K – $50K | — |
| Nuveen International Equity Index Fund R6 TCIEX | Self | $100K – $250K | — |
| Nuveen Large-Cap Value Fund R6 TRLIX | Self | $15K – $50K | — |
| Nuveen Large-Cap Value Index Fund R6 TILVX | Self | $50K – $100K | — |
| Nuveen Quant Small-Cap Equity Fund R6 TISEX | Self | $50K – $100K | — |
| Nuveen Real Estate Securities Fund R6 TIREX | Self | $15K – $50K | — |
| Nuveen Large Cap Responsible Equity Fund R6 TISCX | Self | $100K – $250K | — |
| Vanguard Emerging Markets Stock Index Institutional Plus VEMRX | Self | $50K – $100K | — |
| Vanguard Total Bond Market Index Fund Institutional Plus Shares VBMPX | Self | $15K – $50K | — |
| CREF Core Bond Fund QCBMIX | Self | $15K – $50K | — |
| Financial Regulation, Law and Policy (Foundation Press), 1st, 2d, and 3d editions, with Howell Jackson and Margaret Tahyar (value not readily ascertainable) | Self | — | Rent or Royalties · $2.5K – $5K |
| TIAA Inherited IRA | Self | — | required minimum distribution · $7K |
| U.S. brokerage account (cash) | Self | $15K – $50K | — |
| AMG TimesSquare International Small Cap Fund Class I Shares TQTIX | Self | $1K – $15K | — |
| Baird Core Plus Bond Fund Institutional Class Shares BCOIX | Self | $15K – $50K | — |
| Federated Hermes Institutional High Yield Bond Fund FIHBX | Self | $1K – $15K | — |
| Federated Hermes MDT Small-Cap Growth Fund Class IS QISGX | Self | $1K – $15K | — |
| Harding Loevner International Equity Portfolio HLMIX | Self | $15K – $50K | — |
| Harding Loevner Institutional Emerging Markets Class I HLMEX | Self | $1K – $15K | — |
| Hartford Emerging Markets Equity Fund Class Y Shares HERYX | Self | $1K – $15K | — |
| PIMCO Emerging Markets Bond Fund Class I- 2 PEMPX | Self | $1K – $15K | — |
| Nuveen Large-Cap Value Index Fund R6 TILVX | Self | $15K – $50K | — |
| Nuveen Large-Cap Growth Index Fund R6 TILIX | Self | $15K – $50K | — |
| Allspring Special Mid-Cap Value Fund Institutional Class WFMIX | Self | $1K – $15K | — |
| Western Asset Core Bond Fund Class IS Shares WACSX | Self | $1K – $15K | — |
| Ishares TR Russell Mid-Cap Growth ETF IWP | Self | $1K – $15K | — |
| Ishares TR Russell 2000 Value ETF IWN | Self | $1K – $15K | — |
| Ishares TR Core MSCI EAFE ETF | Self | $15K – $50K | — |
| "No Slack: The Financial Lives of Low-Income Americans," Brookings Institution Press (value not readily ascertainable) | Self | — | — |
| University of Michigan | Spouse | — | salary |
| University of Michigan 403B | Spouse | — | — |
| CREF Responsible Balanced Account QCSCIX | Spouse | $1K – $15K | — |
| TIAA Real Estate QREARX | Spouse | $15K – $50K | — |
| TIAA Traditional | Spouse | $15K – $50K | — |
| Nuveen High-Yield Fund R6 TIHYX | Spouse | $1K – $15K | — |
| Nuveen International Equity Fund R6 TIIEX | Spouse | $1K – $15K | — |
| Nuveen International Equity Index Fund R6 TCIEX | Spouse | $15K – $50K | — |
| Nuveen Large-Cap Value Fund R6 TRLIX | Spouse | $1K – $15K | — |
| Nuveen Large-Cap Value Index Fund R6 TILVX | Spouse | $15K – $50K | — |
| Nuveen Quant Small-Cap Equity Fund R6 TISEX | Spouse | $15K – $50K | — |
| Nuveen Real Estate Securities Fund R6 TIREX | Spouse | $1K – $15K | — |
| Nuveen Large Cap Responsible Equity Fund R6 TISCX | Spouse | $15K – $50K | — |
| Vanguard Emerging Markets Stock Index Institutional Plus VEMRX | Spouse | $15K – $50K | — |
| CREF Core Bond Fund QCBMIX | Spouse | $1K – $15K | — |
| University of Michigan 401A | Spouse | — | — |
| CREF Responsible Balanced Account QCSCIX | Spouse | $15K – $50K | — |
| TIAA Real Estate QREARX | Spouse | $15K – $50K | — |
| TIAA Traditional | Spouse | $50K – $100K | — |
| Nuveen High-Yield Fund R6 TIHYX | Spouse | $1K – $15K | — |
| Nuveen International Equity Fund R6 TIIEX | Spouse | $15K – $50K | — |
| Nuveen International Equity Index Fund R6 TCIEX | Spouse | $50K – $100K | — |
| Nuveen Large-Cap Value Fund R6 TRLIX | Spouse | $15K – $50K | — |
| Nuveen Large-Cap Value Index Fund R6 TILVX | Spouse | $50K – $100K | — |
| Nuveen Quant Small-Cap Equity Fund R6 TISEX | Spouse | $15K – $50K | — |
| Nuveen Real Estate Securities Fund R6 TIREX | Spouse | $1K – $15K | — |
| Nuveen Large Cap Responsible Equity Fund R6 TISCX | Spouse | $50K – $100K | — |
| Vanguard Emerging Markets Stock Index Institutional Plus VEMRX | Spouse | $15K – $50K | — |
| CREF Core Bond Fund QCBMIX | Spouse | $15K – $50K | — |
| University of Michigan 457B | Spouse | — | — |
| CREF Responsible Balanced Account QCSCIX | Spouse | $15K – $50K | — |
| TIAA Real Estate QREARX | Spouse | $15K – $50K | — |
| TIAA Traditional | Spouse | $15K – $50K | — |
| Nuveen High-Yield Fund R6 TIHYX | Spouse | $1K – $15K | — |
| Nuveen International Equity Fund R6 TIIEX | Spouse | $1K – $15K | — |
| Nuveen International Equity Index Fund R6 TCIEX | Spouse | $50K – $100K | — |
| Nuveen Large-Cap Value Fund R6 TRLIX | Spouse | $1K – $15K | — |
| Nuveen Large-Cap Value Index Fund R6 TILVX | Spouse | $15K – $50K | — |
| Nuveen Quant Small-Cap Equity Fund R6 TISEX | Spouse | $15K – $50K | — |
| Nuveen Real Estate Securities Fund R6 TIREX | Spouse | $1K – $15K | — |
| Nuveen Large Cap Responsible Equity Fund R6 TISCX | Spouse | $50K – $100K | — |
| Vanguard Emerging Markets Stock Index Institutional Plus VEMRX | Spouse | $15K – $50K | — |
| Vanguard Total Bond Market Index Fund Institutional Plus Shares VBMPX | Spouse | $1K – $15K | — |
| CREF Core Bond Fund QCBMIX | Spouse | $15K – $50K | — |
| University of Michigan SRA | Spouse | — | — |
| CREF Responsible Balanced Account QCSCIX | Spouse | $15K – $50K | — |
| TIAA Real Estate QREARX | Spouse | $15K – $50K | — |
| TIAA Traditional | Spouse | $15K – $50K | — |
| Nuveen High-Yield Fund R6 TIHYX | Spouse | $1K – $15K | — |
| Nuveen International Equity Fund R6 TIIEX | Spouse | $1K – $15K | — |
| Nuveen International Equity Index Fund R6 TCIEX | Spouse | $50K – $100K | — |
| Nuveen Large-Cap Value Fund TRLIX | Spouse | $1K – $15K | — |
| Nuveen Large-Cap Value Index Fund R6 TILVX | Spouse | $15K – $50K | — |
| Nuveen Quant Small-Cap Equity Fund R6 TISEX | Spouse | $15K – $50K | — |
| Nuveen Real Estate Securities Fund R6 TIREX | Spouse | $1K – $15K | — |
| Nuveen Large Cap Responsible Equity Fund R6 TISCX | Spouse | $50K – $100K | — |
| Vanguard Emerging Markets Stock Index Institutional Plus VEMRX | Spouse | $15K – $50K | — |
| Vanguard Total Bond Market Fund Institutional Plus VBMPX | Spouse | $1K – $15K | — |
| CREF Core Bond Fund QCBMIX | Spouse | $1K – $15K | — |
| University System of Maryland Optional Retirement Plan | Spouse | — | — |
| Nuveen Life Cycle LX 2010 R6 | Spouse | $1K – $15K | — |
| U.S. bank #1 (cash) | — | $15K – $50K | — |
| Kamili LLC (family LLC) (other underlying assets are not reportable) | — | — | — |
| U.S. bank #2 (cash) | — | $1K – $15K | — |
| Michigan Education Savings Program, no remaining assets | — | — | cash payments · $13.6K |
| Brokerage account | — | — | — |
| U.S. brokerage account (cash) | — | $1K – $15K | Interest · $5K – $15K |
| Vanguard 500 Index Fund ETF Shares VOO | — | $100K – $250K | $5K – $15K |
| U.S. credit union #1 (cash) | — | Under $1K | — |
Values and income are the ranges the filer discloses, normalized to one form. Hover a value for the string as filed. Rows marked *** carry that marker in the filing itself, with no legend: each one is a foreign-domiciled issuer or a Reg S note.