Mark Calabria
0trades
$1.2Mest. assets · Annual (2021)
No published trades on file. This report's Part 7 (Transactions) is not extracted yet, so trades disclosed there are not counted here; the holdings below are complete.
Asset holdings
Annual (2021) · filed —All positions
13 positions| Asset | Owner | Value | Income |
|---|---|---|---|
| Columbia Small Cap Index Fund Z | Self | $50K – $100K | $201 – $1K |
| Undiscovered Mgrs Behavioral Value R6 | Self | $15K – $50K | $1K – $2.5K |
| Oppenheimer Developing Markets I | Self | $15K – $50K | $201 – $1K |
| American Funds EuroPacific Gr R6 | Self | $15K – $50K | $201 – $1K |
| JPMorgan Large Cap Growth R6 | Self | $15K – $50K | $1K – $2.5K |
| Vanguard 500 Index Admiral | Self | $15K – $50K | $1K – $2.5K |
| Ivy High Income N | Self | $15K – $50K | $1K – $2.5K |
| Ivy Mid Cap Growth N | Self | $15K – $50K | $1K – $2.5K |
| Invesco Real Estate R6 | Self | $15K – $50K | $1K – $2.5K |
| Rental Property - Washington, DC (residential) | — | $250K – $500K | Rent or Royalties · $15K – $50K |
| U.S. bank account #1 (cash) | — | $250K – $500K | Interest · $201 – $1K |
| Calvert Short Duration Income Money Market Mutual Fund | — | $15K – $50K | $201 – $1K |
| U.S. bank account #2 (cash) | — | $15K – $50K | Interest · $201 – $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.