Rental Property (joint) |
|
|
$10,000 - $25,000 |
Dominion Resources, Inc. |
Morgan Stanley Active Assets Account (Joint) |
|
$50,000 - $100,000 |
UH municipal bond |
Morgan Stanley Active Assets Account (Joint) |
|
$50,000 - $100,000 |
UH municipal bond |
Morgan Stanley Active Assets Account (Joint) |
|
$10,000 - $25,000 |
Morgan Stanley Strategist Fund |
Morgan Stanley Active Assets Account (Joint) |
|
$25,000 - $50,000 |
PIMCO Total Return Fund |
Morgan Stanley Active Assets Account (Joint) |
|
$10,000 - $25,000 |
Traditional IRA |
Morgan Stanley IRA Accounts (Filer Only) |
|
$50,000 - $100,000 |
Rollover IRA |
Morgan Stanley IRA Accounts (Filer Only) |
|
$150,000 - $250,000 |
Roth IRA |
Morgan Stanley IRA Accounts (Filer Only) |
|
$50,000 - $100,000 |
SEP IRA |
Morgan Stanley IRA Accounts (Filer Only) |
|
$10,000 - $25,000 |
Morgan Stanley monkey market |
Fund of stock held in Morgan Stanley Accounts (Filer only) |
|
$100,000 - $150,000 |
Vanguard Growth ETF |
Fund of stock held in Morgan Stanley Accounts (Filer only) |
|
$25,000 - $50,000 |
Vanguard High Dividend ETF |
Fund of stock held in Morgan Stanley Accounts (Filer only) |
|
$10,000 - $25,000 |
Vanguard Int'l Equity ETF |
Fund of stock held in Morgan Stanley Accounts (Filer only) |
|
$10,000 - $25,000 |
Vanguard Mid-Cap Value ETF |
Fund of stock held in Morgan Stanley Accounts (Filer only) |
|
Fund of stock held in Morgan Stanley Accounts (Filer only) |
Vanguard Mid-Cap Growth ETF |
Fund of stock held in Morgan Stanley Accounts (Filer only) |
|
$10,000 - $25,000 |
Vanguard REIT ETF |
Fund of stock held in Morgan Stanley Accounts (Filer only) |
|
$10,000 - $25,000 |
Vanguard Valure ETF |
Fund of stock held in Morgan Stanley Accounts (Filer only) |
|
$10,000 - $25,000 |
PIMCO Total Return Fund |
Fund of stock held in Morgan Stanley Accounts (Filer only) |
|
$10,000 - $25,000 |
Amer. U.S. Govt Sec. B Fund |
Fund of stock held in Morgan Stanley Accounts (Filer only) |
|
$10,000 - $25,000 |
Blackrock Equity Dividend |
Fund of stock held in Morgan Stanley Accounts (Filer only) |
|
$10,000 - $25,000 |
Tradition IRA (spouse) |
Morgan Stanley IRA Accounts |
|
$25,000 - $50,000 |
Rollover IRA (spouse) |
Morgan Stanley IRA Accounts |
|
$150,000 - $250,000 |
Roth IRA (spouse) |
Morgan Stanley IRA Accounts |
|
$50,000 - $100,000 |
Morgan Stanley money market (spouse) |
Funds or stock held in Morgan Stanley Accounts |
|
$50,000 - $100,000 |
Vanguard Growth ETF (spouse) |
Funds or stock held in Morgan Stanley Accounts |
|
$10,000 - $25,000 |
Vanguard High Dividend ETF (spouse) |
Funds or stock held in Morgan Stanley Accounts |
|
$10,000 - $25,000 |
Vaguard Int'l Equity ETF (spouse) |
Funds or stock held in Morgan Stanley Accounts |
|
$10,000 - $25,000 |
Vanguard Mid-Cap Value ETF (spouse) |
Funds or stock held in Morgan Stanley Accounts |
|
$10,000 - $25,000 |
Vanguard Mid-Cap Growth ETF (spouse) |
Funds or stock held in Morgan Stanley Accounts |
|
$10,000 - $25,000 |
Vanguard Value ETF (spouse) |
Funds or stock held in Morgan Stanley Accounts |
|
$10,000 - $25,000 |
PIMCO Total Return Fund |
Funds or stock held in Morgan Stanley Accounts |
|
$10,000 - $25,000 |
Amer. U.S. Govt Sec b. Fund (spouse) |
Funds or stock held in Morgan Stanley Accounts |
|
$10,000 - $25,000 |
Blackrock Equity Dividend |
Funds or stock held in Morgan Stanley Accounts |
|
$10,000 - $25,000 |
Charles Schwab Money Market |
Charles Schwab Brokerage (Joint) |
|
$10,000 - $25,000 |
Cisco Systems, Inc |
Charles Schwab Brokerage (Joint) |
|
$10,000 - $25,000 |
Hewlett-Packard Co. |
Charles Schwab Brokerage (Joint) |
|
$1,000 - $10,000 |
Intel Corp |
Charles Schwab Brokerage (Joint) |
|
$10,000 - $25,000 |
Kon Philips Elec. NV |
Charles Schwab Brokerage (Joint) |
|
$1,000 - $10,000 |
Microsoft Corp |
Charles Schwab Brokerage (Joint) |
|
$25,000 - $50,000 |
Charles Schwab money market |
Charles Schwab IRA Account (Spouse Only) |
|
$10,000 - $25,000 |
Janus Global Select |
Charles Schwab IRA Account (Spouse Only) |
|
$1,000 - $10,000 |
Vanguard 500 Index Fund |
Charles Schwab IRA Account (Spouse Only) |
|
$10,000 - $25,000 |
Stable Value Fund |
State of Hawaii Deferred Compensation Plan (Spouse Only) |
|
$25,000 - $50,000 |
Pimco Total Return Fund |
State of Hawaii Deferred Compensation Plan (Spouse Only) |
|
$10,000 - $25,000 |
Vanguard Wellington |
State of Hawaii Deferred Compensation Plan (Spouse Only) |
|
$25,000 - $50,000 |
BlackRock US Large Cap |
State of Hawaii Deferred Compensation Plan (Spouse Only) |
|
$10,000 - $25,000 |
Mainstay Large Cap |
State of Hawaii Deferred Compensation Plan (Spouse Only) |
|
$1,000 - $10,000 |
EuroPacific Growth |
State of Hawaii Deferred Compensation Plan (Spouse Only) |
|
$1,000 - $10,000 |
State of Hawaii Judiciary Retirement (Filer only) |
|
|
$10,000 - $25,000 |