70trades · $2.6M est.
$6Mest. assets · Annual (2026)
Since nomination
Nominee 278 (05/03/2022) vs Annual (2026)Divested
160 positions · $2.6M est.| 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 |
| Personetics (fintech) | Employment assets | Self | $15K – $50K |
| Roofstock Inc (fintech) | Employment assets | Self | $15K – $50K |
| Sentilink Corp (fintech) | Employment assets | Self | $15K – $50K |
| Revolut (fintech) | Employment assets | Self | $15K – $50K |
| NYCA Investment Fund, LP, carried interest | Employment assets | Self | $15K – $50K |
| NYCA Investment Fund III LP, carried interest | Employment assets | Self | $15K – $50K |
| TIAA-CREF Social Choice Low Carbon Equity Fund Institutional Class Shares TNWCX | Spouse's assets | Spouse | $15K – $50K |
| CREF Inflation-Linked Bond R3 | Spouse's assets | Spouse | $15K – $50K |
| TIAA-CREF Social Choice Low Carbon Equity Fund Institutional Class Shares TNWCX | Spouse's assets | Spouse | $15K – $50K |
| CREF Social Choice R3 | Spouse's assets | Spouse | $15K – $50K |
| TIAA-CREF Social Choice Low Carbon Equity Fund Institutional Class Shares TNWCX | Spouse's assets | Spouse | $15K – $50K |
| CREF Social Choice R3 | Spouse's assets | Spouse | $15K – $50K |
| TIAA-CREF Social Choice Low Carbon Equity Fund Institutional Class Shares TNWCX | Spouse's assets | Spouse | $15K – $50K |
| 7515 2024/2025 Enrollment option | Other assets | — | $15K – $50K |
| Harding Loevner International Equity Portfolio HLMIX | Other assets | — | $15K – $50K |
| MainStay MacKay Tax Free Bond Fund Class I Shares MTBIX | Other assets | — | $15K – $50K |
| Nuveen Michigan Municipal Bond Fund Class I Shares NMMIX | Other assets | — | $15K – $50K |
| TIAA-CREF Large-Cap Value Index Fund Institutional Class Shares TILVX | Other assets | — | $15K – $50K |
| Allspring Special Mid-Cap Value Fund Institutional Class WFMIX | Other assets | — | $15K – $50K |
| Allspring Municipal Bond Fund Institutional Class WMBIX | Other assets | — | $15K – $50K |
| Ishares TR Core MSCI EAFE ETF IEFA | Other assets | — | $15K – $50K |
| CREF Inflation-Linked Bond R3 | Employment assets | Self | $1K – $15K |
| CREF Social Choice R3 | Employment assets | Self | $1K – $15K |
| CREF Inflation-Linked Bond R3 | Employment assets | Self | $1K – $15K |
| Axoni Inc. (fintech) | Employment assets | Self | $1K – $15K |
| Boomtown Network Inc (fintech) | Employment assets | Self | $1K – $15K |
| Canopy Tax Inc (fintech) | Employment assets | Self | $1K – $15K |
| Covr Financial Technologies (fintech) | Employment assets | Self | $1K – $15K |
| Embroker Inc (fintech) | Employment assets | Self | $1K – $15K |
| Ethos Lending inc. (fintech) | Employment assets | Self | $1K – $15K |
| Fluidly Ltd (fintech) | Employment assets | Self | $1K – $15K |
| Leapyear Technologies (fintech) | Employment assets | Self | $1K – $15K |
| Nova Credit (fintech) | Employment assets | Self | $1K – $15K |
| SigFig (fintech) | Employment assets | Self | $1K – $15K |
| TrueAccord (fintech) | Employment assets | Self | $1K – $15K |
| Syncapay (fintech) | Employment assets | Self | $1K – $15K |
| Very Good Security Inc (fintech) | Employment assets | Self | $1K – $15K |
| Zen Drive Inc. (fintech) | Employment assets | Self | $1K – $15K |
| Ethic Inc. (fintech) | Employment assets | Self | $1K – $15K |
| Fidel Ltd. (fintech) | Employment assets | Self | $1K – $15K |
| Finlync Private Ltd. (fintech) | Employment assets | Self | $1K – $15K |
| Propel Inc. (fintech) | Employment assets | Self | $1K – $15K |
| Blooma Inc. (fintech) | Employment assets | Self | $1K – $15K |
| Nala, Inc. (fintech) | Employment assets | Self | $1K – $15K |
| Latis Inc. (fintech) | Employment assets | Self | $1K – $15K |
| Peach Finance (fintech) | Employment assets | Self | $1K – $15K |
| West Hill Global (fintech) | Employment assets | Self | $1K – $15K |
| GR4VY, Inc (fintech) | Employment assets | Self | $1K – $15K |
| Go Cardless (fintech) | Employment assets | Self | $1K – $15K |
| Informed Inc. (fintech) | Employment assets | Self | $1K – $15K |
| Chai Pay Holding Company (fintech) | Employment assets | Self | $1K – $15K |
| Transcend Holdco (fintech) | Employment assets | Self | $1K – $15K |
| Thought Machine (fintech) | Employment assets | Self | $1K – $15K |
| Citadel ID Inc. (fintech) | Employment assets | Self | $1K – $15K |
| CoverForce Inc. (fintech) | Employment assets | Self | $1K – $15K |
| Protego Trust (fintech) | Employment assets | Self | $1K – $15K |
| Sardineai Corp (fintech) | Employment assets | Self | $1K – $15K |
| TLNT Inc. (fintech) | Employment assets | Self | $1K – $15K |
| Tractiv Inc. (fintech) | Employment assets | Self | $1K – $15K |
| Zero Hash Holdings Ltd. (fintech) | Employment assets | Self | $1K – $15K |
| CREF Inflation-Linked Bond R3 | Spouse's assets | Spouse | $1K – $15K |
| CREF Social Choice R3 | Spouse's assets | Spouse | $1K – $15K |
| CREF Social Choice RE | Spouse's assets | Spouse | $1K – $15K |
| CREF Inflation-Linked Bond R3 | Spouse's assets | Spouse | $1K – $15K |
| CREF Inflation-Linked Bond R3 | Spouse's assets | Spouse | $1K – $15K |
| Brown Advisory Sustainable Growth Fund Institutional Class Shares BAFWX | Other assets | — | $1K – $15K |
| Cohen & Steers PFD SECS & Income CPXFX | Other assets | — | $1K – $15K |
| Hartford Mut FDS Inc Core Equity FD CL F EST HGIFX | Other assets | — | $1K – $15K |
| Nuveen Preferred Securities & Income Fund NPSFX | Other assets | — | $1K – $15K |
| Schwab U.S. Dividend Equity ETF SCHD | Other assets | — | $1K – $15K |
| Vanguard FTSE All-World ex-US Index Fund VEU | Other assets | — | $1K – $15K |
| Vanguard European Stock Index Fund VGK | Other assets | — | $1K – $15K |
| Vanguard Dividend Appreciation Index Fund VIG | Other assets | — | $1K – $15K |
| Wisdom Tree Japan Hedged DXJ | Other assets | — | $1K – $15K |
| Allspring Ultra Short-Term Income Fund SADIX | Other assets | — | $1K – $15K |
| BlackRock Floating Rate Income Fund BFRKX | Other assets | — | $1K – $15K |
| Dodge & Cox Income Fund DODIX | Other assets | — | $1K – $15K |
| iShares U.S. Treasury Bond ETF GOVT | Other assets | — | $1K – $15K |
| JPMorgan Income Fund JMSFX | Other assets | — | $1K – $15K |
| JPMorgan Mortgage-Backed Securities Fund JMBUX | Other assets | — | $1K – $15K |
| MainStay MacKay High Yield Corporate Bond Fund MHYSX | Other assets | — | $1K – $15K |
| MFS Municipal High Income Fund MMHKX | Other assets | — | $1K – $15K |
| Nuveen Short Duration High Yield Municipal Bond Fund NVHIX | Other assets | — | $1K – $15K |
| Muzinich Low Duration Fund Supra Institutional Shares MZLSX | Other assets | — | $1K – $15K |
| T. Rowe Price Emerging Markets Corporate Bond Fund TECIX | Other assets | — | $1K – $15K |
| Vanguard Intermediate-Term Treasury Index Fund VGIT | Other assets | — | $1K – $15K |
| Vanguard Long-Term Treasury Index Fund VGLT | Other assets | — | $1K – $15K |
| Vanguard Short-Term Treasury Index Fund VGSH | Other assets | — | $1K – $15K |
| Fidelity Advisor Real Estate Income Fund FIKMX | Other assets | — | $1K – $15K |
| JPMorgan Equity Premium Income ETF JEPI | Other assets | — | $1K – $15K |
| Tortoise MLP & Pipeline Fund TORIX | Other assets | — | $1K – $15K |
| PIMCO Mortgage Opportunities and Bond Fund Institutional Class Shares PMZIX | Other assets | — | $1K – $15K |
| U.S. brokerage account (cash) | Other assets | — | $1K – $15K |
| AMG TimesSquare International Small Cap Fund Class I Shares TQTIX | Other assets | — | $1K – $15K |
| Federated Hermes MDT Small-Cap Growth Fund Class IS QISGX | Other assets | — | $1K – $15K |
| Harding Loevner Institutional Emerging Markets Class I HLMEX | Other assets | — | $1K – $15K |
| Hartford Emerging Markets Equity Fund Class Y Shares HERYX | Other assets | — | $1K – $15K |
| Ishares Tr Russell Mid-Cap Growth ETF IWP | Other assets | — | $1K – $15K |
| Ishares Tr Russell 2000 Value ETF IWN | Other assets | — | $1K – $15K |
| 7505 Principal Plus Interest Option | Other assets | — | $1K – $15K |
| CLINC (fintech), vested stock options | Employment assets | Self | Under $1K |
| SAVI (fintech), vested stock options | Employment assets | Self | Under $1K |
| GRIT Financial (fintech), vested stock options | Employment assets | Self | Under $1K |
| Amino Payments (fintech) | Employment assets | Self | Under $1K |
| OmnyWay (fintech) | Employment assets | Self | Under $1K |
| Perpetua Labs Inc (fintech) | Employment assets | Self | Under $1K |
| Merlon Intelligence d/b/a Raptor (fintech) | Employment assets | Self | Under $1K |
| Renew.com (fintech) | Employment assets | Self | Under $1K |
| Scratch Services Inc (fintech) | Employment assets | Self | Under $1K |
| Skyline AI (fintech) | Employment assets | Self | Under $1K |
| Zero Financial Inc. (fintech) | Employment assets | Self | Under $1K |
| Boomtown, advisory board options | Employment assets | Self | Under $1K |
| Built, advisory board warrants | Employment assets | Self | Under $1K |
| Cash receivable from Hans Morris upon sale of Leapyear advisory board options | Employment assets | Self | Under $1K |
| PollyEx (fintech), advisory board warrants | Employment assets | Self | Under $1K |
| Merlon, advisory board warrants | Employment assets | Self | Under $1K |
| LendingClub Corp. LC | Employment assets | Self | Under $1K |
| TraceHQ.com Inc. (fintech) | Employment assets | Self | Under $1K |
| Catch Financial Inc. (fintech) | Employment assets | Self | Under $1K |
| Intrinio Inc. (fintech) | Employment assets | Self | Under $1K |
| Trellis Technologies Inc. (fintech) | Employment assets | Self | Under $1K |
| Heracles Inc. (fintech) | Employment assets | Self | Under $1K |
| Jiko Inc. (fintech) | Employment assets | Self | Under $1K |
| Railz Financial Technologies Inc. (fintech) | Employment assets | Self | Under $1K |
| Summit Financial Systems (fintech) | Employment assets | Self | Under $1K |
| Savi Solutions (fintech) | Employment assets | Self | Under $1K |
| Treasury Prime (fintech) | Employment assets | Self | Under $1K |
| Aperture SE Investment Partners (fintech) | Employment assets | Self | Under $1K |
| Array US (fintech) | Employment assets | Self | Under $1K |
| GRIT Financial (fintech) | Employment assets | Self | Under $1K |
| Metrika (fintech) | Employment assets | Self | Under $1K |
| Qapita (fintech) | Employment assets | Self | Under $1K |
| Retire Sound (fintech) | Employment assets | Self | Under $1K |
| RenoFi (fintech) | Employment assets | Self | Under $1K |
| ShieldRule Technologies (fintech) | Employment assets | Self | Under $1K |
| Smartrr Inc (fintech) | Employment assets | Self | Under $1K |
| Tint Technologies (fintech) | Employment assets | Self | Under $1K |
| April Tax Solutions Inc. (fintech) | Employment assets | Self | Under $1K |
| LendingClub Corp. LC | Employment assets | Self | Under $1K |
| PIMCO CommodityRealReturn Strategy Fund PCRIX | Other assets | — | Under $1K |
Still holds
112 positions · $5.2M est.| 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 |
| Nuveen International Equity Index Fund R6 TCIEX | Spouse's assets | Spouse | $15K – $50K | $50K – $100K |
| Nuveen International Equity Index Fund R6 TCIEX | Spouse's assets | Spouse | $15K – $50K | $50K – $100K |
| Nuveen Large Cap Responsible Equity Fund R6 TISCX | Employment assets | Self | $15K – $50K | $50K – $100K |
| Nuveen International Equity Index Fund R6 TCIEX | Spouse's assets | Spouse | $15K – $50K | $50K – $100K |
| Nuveen Large Cap Responsible Equity Fund R6 TISCX | Employment assets | Self | $1K – $15K | $50K – $100K |
| Nuveen Large Cap Responsible Equity Fund R6 TISCX | Spouse's assets | Spouse | $1K – $15K | $50K – $100K |
| Nuveen Large Cap Responsible Equity Fund R6 TISCX | Spouse's assets | Spouse | $1K – $15K | $50K – $100K |
| Nuveen Large Cap Responsible Equity Fund R6 TISCX | Spouse's assets | Spouse | $1K – $15K | $50K – $100K |
| U.S. bank #1 (cash) | Other assets | — | $50K – $100K | $15K – $50K |
| TIAA Real Estate | Employment assets | Self | $15K – $50K | $15K – $50K |
| TIAA Traditional | Employment assets | Self | $15K – $50K | $15K – $50K |
| TIAA Real Estate | Employment assets | Self | $15K – $50K | $15K – $50K |
| TIAA Traditional | Employment assets | Self | $15K – $50K | $15K – $50K |
| Vanguard Emerging Markets Stock Index Institutional Plus VEMRX | Employment assets | Self | $15K – $50K | $15K – $50K |
| Vanguard Emerging Markets Stock Index Institutional Plus VEMRX | Employment assets | Self | $15K – $50K | $15K – $50K |
| Vanguard Total Bond Market Index Fund Institutional Plus Shares VBMPX | Employment assets | Self | $15K – $50K | $15K – $50K |
| Baird Core Plus Bond Fund Institutional Class Shares BCOIX | Employment assets | Self | $15K – $50K | $15K – $50K |
| Harding Loevner International Equity Portfolio HLMIX | Employment assets | Self | $15K – $50K | $15K – $50K |
| Ishares TR Core MSCI EAFE ETF | Employment assets | Self | $15K – $50K | $15K – $50K |
| TIAA Real Estate | Spouse's assets | Spouse | $15K – $50K | $15K – $50K |
| TIAA Traditional | Spouse's assets | Spouse | $15K – $50K | $15K – $50K |
| TIAA Real Estate | Spouse's assets | Spouse | $15K – $50K | $15K – $50K |
| Vanguard Emerging Markets Stock Index Institutional Plus VEMRX | Spouse's assets | Spouse | $15K – $50K | $15K – $50K |
| TIAA Real Estate | Spouse's assets | Spouse | $15K – $50K | $15K – $50K |
| TIAA Traditional | Spouse's assets | Spouse | $15K – $50K | $15K – $50K |
| Vanguard Emerging Markets Stock Index Institutional Plus VEMRX | Spouse's assets | Spouse | $15K – $50K | $15K – $50K |
| TIAA Real Estate | Spouse's assets | Spouse | $15K – $50K | $15K – $50K |
| TIAA Traditional | Spouse's assets | Spouse | $15K – $50K | $15K – $50K |
| Vanguard Emerging Markets Stock Index Institutional Plus VEMRX | Spouse's assets | Spouse | $15K – $50K | $15K – $50K |
| SEP IRA TIAA-CREF Money Market Fund Retirement Class | Employment assets | Self | $1K – $15K | $15K – $50K |
| U.S. brokerage account (cash) | Employment assets | Self | $1K – $15K | $15K – $50K |
| Vanguard Emerging Markets Stock Index Institutional Plus VEMRX | Spouse's assets | Spouse | $1K – $15K | $15K – $50K |
| Nuveen Large-Cap Growth Index Fund R6 TILIX | Employment assets | Self | $50K – $100K | $15K – $50K |
| Nuveen High-Yield Fund R6 TIHYX | Employment assets | Self | $15K – $50K | $15K – $50K |
| Nuveen Real Estate Securities Fund R6 TIREX | Employment assets | Self | $15K – $50K | $15K – $50K |
| Nuveen Large-Cap Value Index Fund R6 TILVX | Employment assets | Self | $15K – $50K | $15K – $50K |
| Nuveen Quant Small-Cap Equity Fund R6 TISEX | Employment assets | Self | $15K – $50K | $15K – $50K |
| Nuveen High-Yield Fund R6 TIHYX | Employment assets | Self | $15K – $50K | $15K – $50K |
| Nuveen International Equity Fund R6 TIIEX | Employment assets | Self | $15K – $50K | $15K – $50K |
| Nuveen Large-Cap Value Fund R6 TRLIX | Employment assets | Self | $15K – $50K | $15K – $50K |
| Nuveen Quant Small-Cap Equity Fund R6 TISEX | Spouse's assets | Spouse | $15K – $50K | $15K – $50K |
| Nuveen Real Estate Securities Fund R6 TIREX | Employment assets | Self | $15K – $50K | $15K – $50K |
| Nuveen Large-Cap Value Index Fund R6 TILVX | Employment assets | Self | $15K – $50K | $15K – $50K |
| Nuveen Large-Cap Value Index Fund R6 TILVX | Employment assets | Self | $15K – $50K | $15K – $50K |
| Nuveen Large-Cap Value Index Fund R6 TILVX | Spouse's assets | Spouse | $15K – $50K | $15K – $50K |
| Nuveen Quant Small-Cap Equity Fund R6 TISEX | Spouse's assets | Spouse | $15K – $50K | $15K – $50K |
| Nuveen Large-Cap Value Index Fund R6 TILVX | Spouse's assets | Spouse | $15K – $50K | $15K – $50K |
| Nuveen Quant Small-Cap Equity Fund R6 TISEX | Spouse's assets | Spouse | $15K – $50K | $15K – $50K |
| Nuveen International Equity Index Fund R6 TCIEX | Spouse's assets | Spouse | $15K – $50K | $15K – $50K |
| Nuveen Large-Cap Value Index Fund R6 TILVX | Spouse's assets | Spouse | $15K – $50K | $15K – $50K |
| Nuveen Quant Small-Cap Equity Fund R6 TISEX | Spouse's assets | Spouse | $15K – $50K | $15K – $50K |
| Nuveen International Equity Fund R6 TIIEX | Spouse's assets | Spouse | $1K – $15K | $15K – $50K |
| Nuveen Large-Cap Value Fund R6 TRLIX | Spouse's assets | Spouse | $1K – $15K | $15K – $50K |
| Nuveen Quant Small-Cap Equity Fund Institutional Class Shares TISEX | Employment assets | Self | $1K – $15K | $15K – $50K |
| Nuveen Large Cap Responsible Equity Fund R6 TISCX | Spouse's assets | Spouse | $1K – $15K | $15K – $50K |
| Western Asset Core Bond Fund Class IS Shares WACSX | Employment assets | Self | $15K – $50K | $1K – $15K |
| U.S. bank #2 (cash) | Other assets | — | $15K – $50K | $1K – $15K |
| Vanguard Total Bond Market Index Fund Institutional Plus Shares VBMPX | Employment assets | Self | $1K – $15K | $1K – $15K |
| AMG TimesSquare International Small Cap Fund Class I Shares TQTIX | Employment assets | Self | $1K – $15K | $1K – $15K |
| Federated Hermes Institutional High Yield Bond Fund FIHBX | Employment assets | Self | $1K – $15K | $1K – $15K |
| Federated Hermes MDT Small-Cap Growth Fund Class IS QISGX | Employment assets | Self | $1K – $15K | $1K – $15K |
| Harding Loevner Institutional Emerging Markets Class I HLMEX | Employment assets | Self | $1K – $15K | $1K – $15K |
| Hartford Emerging Markets Equity Fund Class Y Shares HERYX | Employment assets | Self | $1K – $15K | $1K – $15K |
| PIMCO Emerging Markets Bond Fund Class I- 2 PEMPX | Employment assets | Self | $1K – $15K | $1K – $15K |
| Allspring Special Mid-Cap Value Fund Institutional Class WFMIX | Employment assets | Self | $1K – $15K | $1K – $15K |
| Ishares TR Russell Mid-Cap Growth ETF IWP | Employment assets | Self | $1K – $15K | $1K – $15K |
| Ishares TR Russell 2000 Value ETF IWN | Employment assets | Self | $1K – $15K | $1K – $15K |
| Vanguard Total Bond Market Index Fund Institutional Plus Shares VBMPX | Spouse's assets | Spouse | $1K – $15K | $1K – $15K |
| Vanguard Total Bond Market Fund Institutional Plus VBMPX | Spouse's assets | Spouse | $1K – $15K | $1K – $15K |
| U.S. brokerage account (cash) | Other assets | — | $1K – $15K | $1K – $15K |
| Nuveen High-Yield Fund R6 TIHYX | Employment assets | Self | $1K – $15K | $1K – $15K |
| Nuveen Real Estate Securities Fund R6 TIREX | Employment assets | Self | $1K – $15K | $1K – $15K |
| Nuveen High-Yield Fund R6 TIHYX | Employment assets | Self | $1K – $15K | $1K – $15K |
| Nuveen International Equity Fund R6 TIIEX | Employment assets | Self | $1K – $15K | $1K – $15K |
| Nuveen Large-Cap Value Fund R6 TRLIX | Employment assets | Self | $1K – $15K | $1K – $15K |
| Nuveen Real Estate Securities Fund R6 TIREX | Employment assets | Self | $1K – $15K | $1K – $15K |
| Nuveen High-Yield Fund R6 TIHYX | Spouse's assets | Spouse | $1K – $15K | $1K – $15K |
| Nuveen International Equity Fund R6 TIIEX | Employment assets | Self | $1K – $15K | $1K – $15K |
| Nuveen Large-Cap Value Fund R6 TRLIX | Employment assets | Self | $1K – $15K | $1K – $15K |
| Nuveen Real Estate Securities Fund R6 TIREX | Spouse's assets | Spouse | $1K – $15K | $1K – $15K |
| Nuveen High-Yield Fund R6 TIHYX | Spouse's assets | Spouse | $1K – $15K | $1K – $15K |
| Nuveen International Equity Fund R6 TIIEX | Spouse's assets | Spouse | $1K – $15K | $1K – $15K |
| Nuveen Large-Cap Value Fund R6 TRLIX | Spouse's assets | Spouse | $1K – $15K | $1K – $15K |
| Nuveen Real Estate Securities Fund R6 TIREX | Spouse's assets | Spouse | $1K – $15K | $1K – $15K |
| Nuveen High-Yield Fund R6 TIHYX | Spouse's assets | Spouse | $1K – $15K | $1K – $15K |
| Nuveen International Equity Fund R6 TIIEX | Spouse's assets | Spouse | $1K – $15K | $1K – $15K |
| Nuveen Large-Cap Value Fund R6 TRLIX | Spouse's assets | Spouse | $1K – $15K | $1K – $15K |
| Nuveen Real Estate Securities Fund R6 TIREX | Spouse's assets | Spouse | $1K – $15K | $1K – $15K |
| Nuveen High-Yield Fund R6 TIHYX | Spouse's assets | Spouse | $1K – $15K | $1K – $15K |
| Nuveen International Equity Fund R6 TIIEX | Spouse's assets | Spouse | $1K – $15K | $1K – $15K |
| Nuveen Large-Cap Value Fund TRLIX | Spouse's assets | Spouse | $1K – $15K | $1K – $15K |
| Nuveen Real Estate Securities Fund R6 TIREX | Spouse's assets | Spouse | $1K – $15K | $1K – $15K |
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.