Sage Publications Inc [IP] SYNCHRONY BANK [BA] 86 Old Road LLC ⇒ TIAA Brokerage ⇒ AB Municipal Income Fund, Inc. - AB High Income Municipal Portfolio - Z (ABTZX) [MF] 86 Old Road LLC ⇒ TIAA Brokerage ⇒ Allspring Municipal Bond Fund Class R6 (WMBRX)Undetermined None None $1,001 - $15,000
86 Old Road LLC ⇒ TIAA Brokerage ⇒ Allspring Ultra Short-Term Municipal Income Fund - Class R6 (WUSRX)SpouseNone
86 Old Road LLC ⇒ TIAA Brokerage ⇒ DFA Large Cap International Portfolio (DFALX)Spouse$15,001 - $50,000
Jamin Ben Raskin IRA (2901) ⇒ DFA Inflation Protected Securities Portfolio (DIPSX)$1,001 - $15,000
Jamin Ben Raskin IRA (2901) ⇒ DFA Large Cap International Portfolio (DFALX)$50,001 - $100,000
Jamin Ben Raskin IRA (2901) ⇒ RBC BlueBay High Yield Bond Fund Class I (RGHYX)$1,001 - $15,000
Jamin Ben Raskin IRA (2901) ⇒ TIAA Cash Deposit Account$1,001 - $15,000
Jamin Ben Raskin IRA (2901) ⇒ Vanguard Intermediate-Term Bond Index Fund Admiral Shares (VBILX)$15,001 - $50,000
Jamin Ben Raskin IRA (2901) ⇒ Vanguard Short-Term Bond Index Fund Admiral Shares (VBIRX)$1,001 - $15,000
Maryland 529 Plan ⇒ T Rowe Price: Portfolio for Education TodaySpouse$15,001 - $50,000
Maryland Supplemental Retirement Plan ⇒ Capital Group EuroPacific Growth SA$50,001 - $100,000
Maryland Supplemental Retirement Plan ⇒ State Street Equity 500 Index Fund Class K (SSSYX)$250,001 - $500,000
Maryland Supplemental Retirement Plan ⇒ T. Rowe Price U.S. Mid-Cap Val Eq Tr-D$100,001 - $250,000
Maryland Supplemental Retirement Plan ⇒ T.Rowe Price Institutional Small-Cap Stock Fund (TRSSX)$100,001 - $250,000
Maryland Supplemental Retirement Plan ⇒ William Blair Large Cap Growth CIT 5$250,001 - $500,000
Morgan Stanley - Traditional Inherited IRA ⇒ MORGAN STANLEY BANK N.A.Spouse$1,001 - $15,000
Morgan Stanley Inherited Brokerage ⇒ Allspring Municipal Bond Fund Class R6 (WMBRX)SpouseNone
Morgan Stanley Inherited Brokerage ⇒ DFA Emerging Markets Portfolio I (DFEMX)SpouseNone
Morgan Stanley Inherited Brokerage ⇒ Federated Hermes Prime Cash Obligations Fund Wealth Shares (PCOXX)Spouse$100,001 - $250,000
Morgan Stanley Inherited Brokerage ⇒ MORGAN STANLEY PRIVATE BANK NASpouse$15,001 - $50,000
Morgan Stanley Inherited Roth IRA ⇒ MORGAN STANLEY BANK N.A.Spouse$1,001 - $15,000
Sarah B Raskin Duke 401K ⇒ Vanguard Target Retirement 2030 Fund (VTHRX)Spouse$250,001 - $500,000
Sarah B Raskin IRA I/M (2701) ⇒ DFA Inflation Protected Securities Portfolio (DIPSX)Spouse$15,001 - $50,000
Sarah B Raskin IRA I/M (2701) ⇒ DFA Large Cap International Portfolio (DFALX)Spouse$250,001 - $500,000
Sarah B Raskin IRA I/M (2701) ⇒ RBC BlueBay High Yield Bond Fund Class I (RGHYX)Spouse$15,001 - $50,000
Sarah B Raskin IRA I/M (2701) ⇒ TIAA Cash Deposit AccountSpouse$15,001 - $50,000
Sarah B Raskin IRA I/M (2701) ⇒ Vanguard Intermediate-Term Bond Index Fund Admiral Shares (VBILX)Spouse$100,001 - $250,000
Sarah B Raskin IRA I/M (2701) ⇒ Vanguard Short-Term Bond Index Fund Admiral Shares (VBIRX)Spouse$15,001 - $50,000
Sarah B Raskin TOD I/M (2601) ⇒ Columbia Acorn Fund Class I (ACRNX)Spouse$50,001 - $100,000
Sarah B Raskin TOD I/M (2601) ⇒ Small Cap Growth Fund Class A (CGOAX)Spouse$100,001 - $250,000
Sarah B Raskin TOD I/M (2601) ⇒ TIAA Cash Deposit AccountSpouse$1,001 - $15,000
Sarah Bloom Raskin Trustee, GST UA Arlene Bloom IRR TR U/T/A ⇒ Morgan Stanley Inherited Brokerage ⇒ Allspring Municipal Bond Fund Class R6 (WMBRX)SpouseNone
Sarah Bloom Raskin Trustee, GST UA Arlene Bloom IRR TR U/T/A ⇒ Morgan Stanley Inherited Brokerage ⇒ Allspring Ultra Short-Term Municipal Income Fund - Class R6 (WUSRX)SpouseNone
Sarah Bloom Raskin Trustee, GST UA Arlene Bloom IRR TR U/T/A ⇒ Morgan Stanley Inherited Brokerage ⇒ MORGAN STANLEY BANK N.A.Spouse$15,001 - $50,000
Sarah Bloom Raskin Trustee, GST UA Arlene Bloom IRR TR U/T/A ⇒ Morgan Stanley Inherited Brokerage ⇒ PIMCO Fds Emerging Markets Bond Fd Institu (PEBIX)SpouseNone
Amounts are the ranges reported on the public disclosure, not exact values. Members file within 45 days of a trade, so the filing date can trail the trade by weeks.