Annual financial disclosure for 2021, filed May 15, 2022. Includes 72 assets and 6 liabilities.
| Asset | Value |
|---|---|
| $1,001 - $15,000 | |
Bank of America Accounts | $1,001 - $15,000 |
| Creditor | Type | Amount |
|---|---|---|
| HSBC | mortgage | $250,001 - $500,000 |
| Truist | mortgage | $15,001 - $50,000 |
| Capitol Hill Tower Housing Corporation | mortgage |
HSBC Accounts | $50,001 - $100,000 |
| $15,001 - $50,000 |
Island Federal Credit Union Account | $50,001 - $100,000 |
VALIC Fixed Interest Option | $1,001 - $15,000 |
| $15,001 - $50,000 |
| $15,001 - $50,000 |
Vanguard Total Bond Market Index Ins Plus Shares | $1,001 - $15,000 |
Vanguard Tgt Bd Mkt Idx Ins | N/A |
| N/A |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $15,001 - $50,000 |
| $50,001 - $100,000 |
| $15,001 - $50,000 |
| $15,001 - $50,000 |
| $1,001 - $15,000 |
New York Health Care Pension Fund | N/A |
New York State Pension | $15,001 - $50,000 |
Northwestern Mutual Whole Life Insurance Policy | $50,001 - $100,000 |
Northwestern Mutual Whole Life Insurance Policy | $15,001 - $50,000 |
NY 529 Direct Plan (DC 1) – Aggressive Age-Based Option: Conservative Portfolio | $1,001 - $15,000 |
NY 529 Direct Plan (DC 1) – Moderate Age-Based Option: Income Portfolio | $1,001 - $15,000 |
NY 529 Direct Plan (DC 1) – Moderate Growth Portfolio | $1,001 - $15,000 |
NY 529 Direct Plan (DC 2) – Aggressive Age-Based Option: Conservative Growth Portfolio | $50,001 - $100,000 |
NY 529 Direct Plan (DC 2) – Conservative Age-Based Option: Conservative Income Portfolio | $15,001 - $50,000 |
NY 529 Direct Plan (DC 2) – Moderate Age-Based Option: Income Portfolio | $15,001 - $50,000 |
Principal Trust Company 401K – BlackRock LifePath Index Fund 2035 K Fund | $1,001 - $15,000 |
Transamerica Custodial Traditional IRA Money Market Account | N/A |
HSBC Brokerage Account – LARCX US | $1,001 - $15,000 |
Lutheran Medical Center 401K – Vanguard Total Bond Market Index Ins. Plus Shares (VBMPX) | $1,001 - $15,000 |
Lutheran Medical Center 401K – Vanguard Ttl Bd Mkt Idx Ins (VBTIX) | $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
US | $1,001 - $15,000 |
US | $15,001 - $50,000 |
US | $1,001 - $15,000 |
Millennium Trust Company Traditional IRA US | $1,001 - $15,000 |
NY 529 Direct Plan (DC 1) – Aggressive Age-Based Option: Conservative Portfolio | $1,001 - $15,000 |
NY 529 Direct Plan (DC 1) – Aggressive Age-Based Option: Conservative Portfolio | $15,001 - $50,000 |
NY 529 Direct Plan (DC 1) | $15,001 - $50,000 |
Aggressive Age-Based Option: Conservative Portfolio | $15,001 - $50,000 |
Aggressive Age-Based Option: Conservative Portfolio | $15,001 - $50,000 |
Conservative Age-Based Option: Interest Accumulation Portfolio | $1,001 - $15,000 |
Conservative Age-Based Option: Interest Accumulation Portfolio | $15,001 - $50,000 |
Moderate Age-Based Option: Income Portfolio | $1,001 - $15,000 |
Moderate Age-Based Option: Income Portfolio | $1,001 - $15,000 |
Moderate Age-Based Option: Income Portfolio | $1,001 - $15,000 |
Moderate Age-Based Option: Income Portfolio | $1,001 - $15,000 |
Moderate Age-Based Option: Income Portfolio | $1,001 - $15,000 |
Moderate Growth Portfolio | $1,001 - $15,000 |
Moderate Growth Portfolio | $1,001 - $15,000 |
Aggressive Age-Based Option: Conservative Growth Portfolio | $15,001 - $50,000 |
Aggressive Age-Based Option: Disciplined Growth Portfolio | $15,001 - $50,000 |
Conservative Age-Based Option: Balanced Income Portfolio | $15,001 - $50,000 |
Conservative Age-Based Option: Conservative Income Portfolio | $15,001 - $50,000 |
Moderate Age-Based Option: Conservative Portfolio | $15,001 - $50,000 |
Moderate Age-Based Option: Income Portfolio | $15,001 - $50,000 |
BlackRock Lifepath Index 2035 K Fund US | $1,001 - $15,000 |
Acorn Securities, LLC US | N/A |
HSBC Brokerage Account US | N/A |
Lutheran Medical Center 401K | N/A |
Merrill Edge Guided Investing Traditional IRA | N/A |
Merrill Edge Investment Account - Non Retirement US | N/A |
Merrill Edge Investment Account - Non Retirement - CMA US | N/A |
NY 529 Direct Plan (DC 1) NY | N/A |
NY 529 Direct Plan (DC 2) NY | N/A |
Principal Trust Company 401K | N/A |
| $100,001 - $250,000 |
| HSBC | line of credit | $15,001 - $50,000 |
| Bank of America Visa | credit card | $15,001 - $50,000 |
| NewRez LLC | mortgage | $250,001 - $500,000 |
