| Ticker | Asset | Value |
|---|
| FCTDX spouse |
Fidelity Rollover IRA #3 ⇒ Strategic Advisers Fidelity U.S. Total Stock Fund MF |
$250k–500k |
| — spouse |
Fidelity Rollover IRA #2 ⇒ Guardian Fixed Target Annuity FN |
$100k–250k |
| FUSIX spouse |
Fidelity Rollover IRA #3 ⇒ Strategic Advisers Fidelity International Fund MF |
$100k–250k |
| FGOMX spouse |
Fidelity Rollover IRA #3 ⇒ Strategic Advisers Fidelity Emerging Markets Fund MF |
$50k–100k |
| — joint |
Columbia Bank Checking Account BA |
$15k–50k |
| FSCJX spouse |
Fidelity Rollover IRA #3 ⇒ Fidelity SAI Canada Equity Index Fund MF |
$15k–50k |
| — |
Selco Community Credit Union - Checking BA |
$1k–15k |
| VFORX spouse |
457 Retirement Account ⇒ Vanguard Target Retirement 2040 Fund MF |
$1k–15k |
| DOXFX spouse |
Asset transferred to Fidelity Traditional IRA Fidelity Investment Retirement Account ⇒ Dodge & Cox International Stock Fund - Class X MF |
$1k–15k |
| FXNAX spouse |
Fidelity Investment Retirement Account ⇒ Fidelity U.S. Bond Index Fund MF |
$1k–15k |
| SCIJX spouse |
Fidelity Investment Retirement Account ⇒ Hartford Schroders International Stock Fund MF |
$1k–15k |
| PTTRX spouse |
Fidelity Investment Retirement Account ⇒ PIMCO Funds Total Return Fund Institutional Shares MF |
$1k–15k |
| VIGIX spouse |
Fidelity Investment Retirement Account ⇒ Vanguard Index Trust - Growth Index Fund Institutional Shares MF |
$1k–15k |
| VIVIX spouse |
Fidelity Investment Retirement Account ⇒ Vanguard Index Trust Vanguard Value Index Fund Institutional Shares MF |
$1k–15k |
| VAIPX spouse |
Fidelity Investment Retirement Account ⇒ Vanguard Inflation Protected Securities Fund Admiral Shares MF |
$1k–15k |
| VINIX spouse |
Fidelity Investment Retirement Account ⇒ Vanguard Institutional Index MF |
$1k–15k |
| VIMAX spouse |
Fidelity Investment Retirement Account ⇒ Vanguard Mid-Cap Index Fund Admiral Shares MF |
$1k–15k |
| — spouse |
Fidelity Investment Retirement Account ⇒ Wells Fargo Stable Fund C OT |
$1k–15k |
| PSTG spouse |
Fidelity Rollover IRA #2 ⇒ Pure Storage, Inc. Class A Common Stock ST |
$1k–15k |
| FDRXX spouse |
Fidelity Rollover IRA #3 ⇒ Fidelity Cash Reserves MF |
$1k–15k |
| FIFGX spouse |
Fidelity Rollover IRA #3 ⇒ Fidelity SAI Inflation-Focused Fund MF |
$1k–15k |
| FSRJX spouse |
Fidelity Rollover IRA #3 ⇒ Fidelity SAI Real Estate Fund MF |
$1k–15k |
| SPAXX spouse |
Fidelity Roth IRA ⇒ Fidelity Government Money Market Fund MF |
$1k–15k |
| FZROX spouse |
Fidelity Roth IRA ⇒ Fidelity Total Market Index Fund MF |
$1k–15k |
| — spouse |
ULANO Credit Union checking and savings account BA |
$1–1k |