Annual financial disclosure for 2023, filed May 14, 2024. Includes 47 assets and 5 liabilities.
| Asset | Value |
|---|---|
Bank of America Accounts | $1,001 - $15,000 |
HSBC Accounts | $50,001 - $100,000 |
| Creditor | Type | Amount |
|---|---|---|
| HSBC | mortgage | $250,001 - $500,000 |
| Truist | mortgage | $15,001 - $50,000 |
| Capitol Hill Tower Housing Corporation | mortgage |
| $15,001 - $50,000 |
Island Federal Credit Union Account | $15,001 - $50,000 |
Vanguard Equity Income Fund Admiral Shares (VEIRX) | $15,001 - $50,000 |
Vanguard Target Retirement 2035 Fund (VTTHX) | $15,001 - $50,000 |
Vanguard Total Bond Market Insti Plus Shares (VBMPX) | $1,001 - $15,000 |
Merrill Edge Guided Investing Traditional IRA | $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
Merrill Lynch Direct Deposit Program | $1,001 - $15,000 |
| $15,001 - $50,000 |
| $50,001 - $100,000 |
| $15,001 - $50,000 |
Merrill Lynch Direct Deposit Program | $1,001 - $15,000 |
| N/A |
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 2) - Aggressive Age-Based Option: Conservative Growth Portfolio NY, US | N/A |
NY 529 Direct Plan (DC 2) - Conservative Age-Based Option: Conservative Income Portfolio NY, US | N/A |
NY 529 Direct Plan (DC 2) - Interest Accumulator Portfolio NY, US | $1,001 - $15,000 |
NY 529 Direct Plan (DC 2) - Moderate Age-Based Option: Income Portfolio NY, US | N/A |
BlackRock LifePath Index Fund 2035 K Fund | $1,001 - $15,000 |
NY 529 Direct Plan (DC 2) NY, US | $1,001 - $15,000 |
NY 529 Direct Plan (DC 2) NY, US | $1,001 - $15,000 |
NY 529 Direct Plan (DC 2) NY, US | $1,001 - $15,000 |
NY 529 Direct Plan (DC 2) NY, US | $1,001 - $15,000 |
NY 529 Direct Plan (DC 2) NY, US | $1,001 - $15,000 |
NY 529 Direct Plan (DC 2) NY, US | $1,001 - $15,000 |
NY 529 Direct Plan (DC 2) NY, US | $15,001 - $50,000 |
NY 529 Direct Plan (DC 2) NY, US | $15,001 - $50,000 |
NY 529 Direct Plan (DC 2) NY, US | $15,001 - $50,000 |
NY 529 Direct Plan (DC 2) – Interest Accumulation Portfolio NY, US | $15,001 - $50,000 |
NY 529 Direct Plan (DC 2) – Interest Accumulation Portfolio NY, US | $1,001 - $15,000 |
NY 529 Direct Plan (DC 2) – Interest Accumulation Portfolio NY, US | $1,001 - $15,000 |
NY 529 Direct Plan (DC 2) – Interest Accumulation Portfolio NY, US | $1,001 - $15,000 |
NY 529 Direct Plan (DC 2) – Interest Accumulation Portfolio NY, US | $1,001 - $15,000 |
NY 529 Direct Plan (DC 2) – Moderate Age-Based Option: Income Portfolio NY, US | $1,001 - $15,000 |
NY 529 Direct Plan (DC 2) – Moderate Age-Based Option: Income Portfolio NY, US | $1,001 - $15,000 |
NY 529 Direct Plan (DC 2) – Moderate Age-Based Option: Income Portfolio NY, US | $1,001 - $15,000 |
NY 529 Direct Plan (DC 2) – Moderate Age-Based Option: Income Portfolio NY, US | $1,001 - $15,000 |
NY 529 Direct Plan (DC 2) – Moderate Age-Based Option: Income Portfolio NY, US | $1,001 - $15,000 |
| $100,001 - $250,000 |
| Bank of America Visa | credit card | $1,000 - $15,000 |
| HSBC | line of credit | $15,001 - $50,000 |
