| Citibank | Savings | Filer | $100,000–$199,999 income $0–$29,999 |
| Charles Schwab Bank | Checking | Filer | $30,000–$59,999 income $0–$29,999 |
| Fidelity Investments | Checking | Spouse | $0–$29,999 income $0–$29,999 |
| BANK OF CHINA NEW YORK CITY BR | Certificate of Deposit | Filer | $0–$29,999 income $0–$29,999 |
| NORTHPOINTE BK GRAND RAPIDS MI | Certificate of Deposit | Filer | $100,000–$199,999 income $0–$29,999 |
| Bank of Baroda | Certificate of Deposit | Spouse | $100,000–$199,999 income $0–$29,999 |
| Bank of the Ozarks | Certificate of Deposit | Spouse | $200,000–$499,999 income $0–$29,999 |
| Bank United Miami NA | Certificate of Deposit | Spouse | $200,000–$499,999 income $0–$29,999 |
| BEAL BANK PLANO TX | CERTIFICATE OF DEPOSIT | Spouse | $200,000–$499,999 income $0–$29,999 |
| BEAL BANK USA LAS VEGAS | CERTIFICATE OF DEPOSIT | Spouse | $200,000–$499,999 income $0–$29,999 |
| FIRST NATIONAL BANK IN AMBOY ILL | CERTIFICATE OF DEPOSIT | Spouse | $100,000–$199,999 income $0–$29,999 |
| LINKBANK CAMP HILL PENNSYLVANIA | CERTIFICATE OF DEPOSIT | Spouse | $200,000–$499,999 income $0–$29,999 |
| Midland States Bank | CERTIFICATE OF DEPOSIT | Spouse | $100,000–$199,999 income $0–$29,999 |
| Newburyport Five Cents Savings Bank | CERTIFICATE OF DEPOSIT | Spouse | $200,000–$499,999 income $0–$29,999 |
| PEOPLESBANK | CERTIFICATE OF DEPOSIT | Spouse | $200,000–$499,999 income $0–$29,999 |
| SIMMONS BANK | CERTIFICATE OF DEPOSIT | Spouse | $200,000–$499,999 income $0–$29,999 |
| Texas Regional Bank | CERTIFICATE OF DEPOSIT | Spouse | $200,000–$499,999 income $0–$29,999 |
| CERTIFICATE OF DEPOSIT | | $200,000–$499,999 income $0–$29,999 |
| Independence Bank of Kentucky | CERTIFICATE OF DEPOSIT | Spouse | $100,000–$199,999 income $0–$29,999 |
| SUMMIT BANK | CERTIFICATE OF DEPOSIT | Filer | $100,000–$199,999 income $0–$29,999 |
| UMPQUA BANK | CERTIFICATE OF DEPOSIT | Filer | $100,000–$199,999 income $0–$29,999 |
| TIAA-CREF | annuity contracts and other investments TTRIX | Filer | $100,000–$199,999 |
| State of Washington Department of Retirement Systems | Washington State PERS Plan 2 | Filer | $0–$29,999 |
| DCP - 2055 Retirement Strategy Fund | | $60,000–$99,999 |
| Washington State Department of Retirement Services | PERS 3 - 2050 Retirement Strategy Fund | Spouse | $0–$29,999 |
| PERS 3 - WSIB TAB | | $0–$29,999 |
| DCP - 2050 Retirement Strategy Fund | | $60,000–$99,999 |
| Retirement | Vanguard Target Retirement 2055 Fund VFFVX | Filer | $30,000–$59,999 |
| Vanguard Total Stock Market Index Fund Admiral Shares VTSAX | | $30,000–$59,999 |
| Personal | Schwab S&P 500 Index Fund SWPPX | Filer | $30,000–$59,999 income $0–$29,999 |
| Investment / Personal | Fidelity Contrafund FCNTX | Spouse | $100,000–$199,999 income $30,000–$59,999 |
| FIDELITY NASDAQ COMPOSITE INDEX ETF ( ONEQ | | $0–$29,999 income $0–$29,999 |
| Taxable Interest Bearing Cash Option FCASH | | $0–$29,999 income $0–$29,999 |
| Retirement | Fidelity Cash Reserves FDRXX | Spouse | $60,000–$99,999 income $0–$29,999 |
| Fidelity Real Estate Income FRIFX | | $0–$29,999 income $0–$29,999 |
| Meridian Hedged Equity FD CL A MRAEX | | $30,000–$59,999 income $0–$29,999 |
| IShares CORE S&P Total US Stock ITOT | | $60,000–$99,999 income $0–$29,999 |
| T-Row Price Retirement 2055 TRRNX | | $60,000–$99,999 income $0–$29,999 |
| Ishares Core S&P 500 ETF IVV | | $60,000–$99,999 income $0–$29,999 |