This database was last updated in October 2019 and should only be used as a historical snapshot. There may be new information that is not included here.
Rene I. Augustine departed Jan. 18, 2018Transferred to Justice →
White House Office (joined: Jan. 20, 2017)
Special Assistant to the President and Clearance Counsel | $140,000 | Financial Disclosure »
Bio, via Vanderbilt Law School:
Augustine was an associate counsel to President George W. Bush and also served as a senior counsel to the U.S. Senate Committee on the Judiciary during the Bush administration. After graduating from Vanderbilt Law, Augustine was a law clerk for Judge John Hargrove of the U.S. District Court for the District of Maryland and then joined Covington & Burling. She has also taught on the adjunct faculty at George Mason University Law School. She earned her bachelor’s degree from Duke University before earning her law degree at Vanderbilt.
Former Positions Outside Government
- AAA TRUST CO-TRUSTEE
- CAA TRUST CO-TRUSTEE
- IAA TRUST CO-TRUSTEE
- National Theatre Corp. Trustee and Chair of Governance Committee
- RENE I AUGUSTINE 2005 REVOCABLE TRUST TRUSTEE
- RENE I AUGUSTINE 2011 IRREVOCABLE TRUST CO-TRUSTEE
- Trump for America Counsel
Employment Assets
| Description | Value | Income |
|---|---|---|
| POWERSHARES SENIOR LOAN ETF BKLN | $1,001 - $15,000 | $201 - $1,000 |
| DEUT X TRK MSCI WLD EX US HDG ETF IV DBAW | $1,001 - $15,000 | None (or less than $201) |
| DB GOLD DOUBLE LONG ETN DGP | $1,001 - $15,000 | None (or less than $201) |
| WISDOMTREE JAPAN HEDGED SC EQUTY ETF DXJS | $1,001 - $15,000 | None (or less than $201) |
| ISHARES MSCI EMERGING MARKETS ETF EEM | $1,001 - $15,000 | None (or less than $201) |
| ISHARES JPMORGAN USD MTSBOND ETF EMB | $1,001 - $15,000 | $201 - $1,000 |
| PROSHARES ULTRASHORT EURO ETF EUO | $1,001 - $15,000 | None (or less than $201) |
| WISDOMTREE EUR HDGD SMLCP EQT ETF EUSC | $1,001 - $15,000 | None (or less than $201) |
| ETFS PHYSICAL PRECIOUS MTL BSKT ETF GLTR | $1,001 - $15,000 | None (or less than $201) |
| SPDR S&P GLOBAL NATURAL RESOURCS ETF GNR | $1,001 - $15,000 | None (or less than $201) |
| WISDOMTREE EUROPE HEDGEDEQTY ETF HEDJ | $15,001 - $50,000 | $201 - $1,000 |
| ISHARES CURRENCY HEDG MSCI EMERG ETF HEEM | $1,001 - $15,000 | None (or less than $201) |
| ISHARES CURRENCY HEDGED MSCI JAP ETF HEWJ | $1,001 - $15,000 | None (or less than $201) |
| VANECK VECTORS EMERGING MKTS HIGH YIELD BD ETF HYEM | $1,001 - $15,000 | $201 - $1,000 |
| ISHARES IBOXX HIGH YIELDBOND ETF HYG | $1,001 - $15,000 | $201 - $1,000 |
| ISHARES CORE S&P MID CAPETF IJH | $1,001 - $15,000 | None (or less than $201) |
| PIMCO 15+ YEAR US TIPS INDEX ETF LTPZ | $1,001 - $15,000 | None (or less than $201) |
| BARCLYS IPATH NOTES LKD GAS OIL INDX OIL | $1,001 - $15,000 | None (or less than $201) |
| SCHWAB EMERGING MARKETS EQUITY ETF SCHE | $1,001 - $15,000 | None (or less than $201) |
| PROSHARES ULTRAPRO SHORTS&P 500 ETF SPXU | $1,001 - $15,000 | None (or less than $201) |
| ISHARES TIPS BOND ETF TIP | $1,001 - $15,000 | None (or less than $201) |
| SPDR BLMBRG BRCLY LG TM TRSRY ETF TLO | $1,001 - $15,000 | None (or less than $201) |
| PIMCO 25YR ZERO CUPN US TRS INDX ETF ZROZ | $1,001 - $15,000 | None (or less than $201) |
| ISHARES IBOXX INVT GRADEBOND ETF LQD | None (or less than $1,001) | $201 - $1,000 |
| CASH IN IRA | $1,001 - $15,000 | None (or less than $201) |
Other Income/Assets
| Description | Value | Income |
|---|---|---|
| POWERSHARES SENIOR LOAN ETF BKLN | $15,001 - $50,000 | $1,001 - $2,500 |
| DEUT X TRK MSCI WLD EX US HDG ETF IV DBAW | $1,001 - $15,000 | None (or less than $201) |
| DB GOLD DOUBLE LONG ETN DGP | $1,001 - $15,000 | None (or less than $201) |
| WISDOMTREE JAPAN HEDGED SC EQUTY ETF DXJS | $1,001 - $15,000 | None (or less than $201) |
| ISHARES MSCI EMERGING MARKETS ETF EEM | $15,001 - $50,000 | $201 - $1,000 |
| ISHARES JPMORGAN USD MTSBOND ETF EMB | $15,001 - $50,000 | $1,001 - $2,500 |
| PROSHARES ULTRASHORT EURO ETF EUO | $15,001 - $50,000 | None (or less than $201) |
| WISDOMTREE EUR HDGD SMLCP EQT ETF EUSC | $1,001 - $15,000 | $201 - $1,000 |
| ETFS PHYSICAL PRECIOUS MTL BSKT ETF GLTR | $1,001 - $15,000 | None (or less than $201) |
| SPDR S&P GLOBAL NATURAL RESOURCS ETF GNR | $1,001 - $15,000 | None (or less than $201) |
| WISDOMTREE EUROPE HEDGEDEQTY ETF HEDJ | $50,001 - $100,000 | $1,001 - $2,500 |
| ISHARES CURRENCY HEDG MSCI EMERG ETF HEEM | $1,001 - $15,000 | None (or less than $201) |
| ISHARES CURRENCY HEDGED MSCI JAP ETF HEWJ | $1,001 - $15,000 | $201 - $1,000 |
| VANECK VECTORS EMERGING MKTS HIGH YIELD BD ETF HYEM | $15,001 - $50,000 | $201 - $1,000 |
| ISHARES IBOXX HIGH YIELDBOND ETF HYG | $15,001 - $50,000 | $1,001 - $2,500 |
| ISHARES CORE S&P MID CAPETF IJH | $1,001 - $15,000 | None (or less than $201) |
| ISHARES S&P MID CAP 400 VALUE ETF IJJ | $1,000,001 - $5,000,000 | $15,001 - $50,000 |
| PIMCO 15+ YEAR US TIPS INDEX ETF LTPZ | $15,001 - $50,000 | None (or less than $201) |
| BARCLYS IPATH NOTES LKD GAS OIL INDX OIL | $1,001 - $15,000 | None (or less than $201) |
| SCHWAB EMERGING MARKETS EQUITY ETF SCHE | $1,001 - $15,000 | None (or less than $201) |
| PROSHARES ULTRAPRO SHORTS&P 500 ETF SPXU | $1,001 - $15,000 | None (or less than $201) |
| ISHARES TIPS BOND ETF TIP | $1,001 - $15,000 | $201 - $1,000 |
| SPDR BLMBRG BRCLY LG TM TRSRY ETF TLO | $15,001 - $50,000 | None (or less than $201) |
| VANGUARD 500 INDEX FD INVESTOR SHS VFINX | $1,000,001 - $5,000,000 | $15,001 - $50,000 |
| PIMCO 25YR ZERO CUPN US TRS INDX ETF ZROZ | $1,001 - $15,000 | None (or less than $201) |
| ISHARES IBOXX INVT GRADEBOND ETF LQD | None (or less than $1,001) | $201 - $1,000 |
| PROSHARES ULTRA 7-10 YR TREASURY ETF UST | None (or less than $1,001) | $201 - $1,000 |
| VANGUARD SHORT TERM COR BD ETF VCSH | None (or less than $1,001) | $201 - $1,000 |
| SPDR FUND CONSUMER STAPLES ETF XLP | None (or less than $1,001) | $201 - $1,000 |
| POWERSHARES SENIOR LOAN ETF BKLN 2005 REV TR | $50,001 - $100,000 | $1,001 - $2,500 |
| WISDOMTREE JAPAN HEDGED EQUITY ETF DXJ 2005 REV TR | $15,001 - $50,000 | $1,001 - $2,500 |
| DIREXION DAILY EMERG MRKT BER 3X ETF EDZ 2005 REV TR | $1,001 - $15,000 | None (or less than $201) |
| ISHARES MSCI EMERGING MARKETS ETF EEM 2005 REV TR | $50,001 - $100,000 | None (or less than $201) |
| ISHARES JPMORGAN USD MTSBOND ETF EMB 2005 REV TR | $100,001 - $250,000 | $2,501 - $5,000 |
| PROSHARES ULTRASHORT EURO ETF EUO 2005 REV TR | $50,001 - $100,000 | None (or less than $201) |
| WISDOMTREE EUR HDGD SMLCP EQT ETF EUSC 2005 REV TR | $50,001 - $100,000 | $201 - $1,000 |
| SPDR GOLD SHARES ETF GLD 2005 REV TR | $15,001 - $50,000 | None (or less than $201) |
| SPDR S&P GLOBAL NATURAL RESOURCS ETF GNR 2005 REV TR | $15,001 - $50,000 | None (or less than $201) |
| WISDOMTREE EUROPE HEDGEDEQTY ETF HEDJ 2005 REV TR | $100,001 - $250,000 | None (or less than $201) |
| ISHARES CURRENCY HEDG MSCI EMERG ETF HEEM 2005 REV TR | $15,001 - $50,000 | None (or less than $201) |
| ISHARES CURRENCY HEDGED MSCI JAP ETF HEWJ 2005 REV TR | $15,001 - $50,000 | $201 - $1,000 |
| ISHARES CRRNCY HDG MSCI EURZN ETF IV HEZU 2005 REV TR | $50,001 - $100,000 | $1,001 - $2,500 |
| VANECK VECTORS EMERGING MKTS HIGH YIELD BD ETF HYEM 2005 REV TR | $50,001 - $100,000 | $201 - $1,000 |
| ISHARES IBOXX HIGH YIELDBOND ETF HYG 2005 REV TR | $50,001 - $100,000 | $1,001 - $2,500 |
| ISHARES GOLD ETF IAU 2005 REV TR | $50,001 - $100,000 | None (or less than $201) |
| ISHARES CORE S&P MID CAPETF IJH 2005 REV TR | $15,001 - $50,000 | None (or less than $201) |
| ISHARES IBOXX INVT GRADEBOND ETF LQD 2005 REV TR | $50,001 - $100,000 | None (or less than $201) |
| PIMCO 15+ YEAR US TIPS INDEX ETF LTPZ 2005 REV TR | $50,001 - $100,000 | $1,001 - $2,500 |
| PIMCO EMRG MKTS CORP BD FD INST PEMIX 2005 REV TR | $50,001 - $100,000 | None (or less than $201) |
| POWERSHARES INDIA PORTFOLIO ETF PIN 2005 REV TR | $15,001 - $50,000 | $201 - $1,000 |
| POWERSHARES QQQ TRUST SRS 1 ETF QQQ 2005 REV TR | $15,001 - $50,000 | $201 - $1,000 |
| PROSHARES SHORT RUSSELL 2000 ETF RWM 2005 REV TR | $15,001 - $50,000 | None (or less than $201) |
| PROSHARES ULTRASHORT S&P500 ETF SDS 2005 REV TR | $15,001 - $50,000 | None (or less than $201) |
| SPDR S&P 500 ETF SPY 2005 REV TR | $15,001 - $50,000 | $201 - $1,000 |
| ISHARES TIPS BOND ETF TIP 2005 REV TR | $50,001 - $100,000 | $201 - $1,000 |
| SPDR BLMBRG BRCLY LG TM TRSRY ETF TLO 2005 REV TR | $15,001 - $50,000 | None (or less than $201) |
| DIR DAILY 20+ YEAR TRSRYBULL 3X ETF TMF 2005 REV TR | $1,001 - $15,000 | None (or less than $201) |
| DIREXION DAILY SMALL CAPBULL 3X ETF TNA 2005 REV TR | $1,001 - $15,000 | None (or less than $201) |
| PROSHARES ULTRA 7-10 YR TREASURY ETF UST 2005 REV TR | $50,001 - $100,000 | $201 - $1,000 |
| VANGUARD SMALL CAP ETF VB 2005 REV TR | $15,001 - $50,000 | $201 - $1,000 |
| VANGUARD 500 INDEX FD INVESTOR SHS VFINX 2005 REV TR | $100,001 - $250,000 | $2,501 - $5,000 |
| VANGUARD REIT ETF VNQ 2005 REV TR | $15,001 - $50,000 | $1,001 - $2,500 |
| VANGUARD GLBAL EX US REAL ESTATE ETF VNQI 2005 REV TR | $1,001 - $15,000 | $201 - $1,000 |
| SPDR FUND CONSUMER STAPLES ETF XLP 2005 REV TR | $15,001 - $50,000 | None (or less than $201) |
| SELECT SECTOR UTI SELECTSPDR ETF XLU 2005 REV TR | $1,001 - $15,000 | $201 - $1,000 |
| POWERSHARES SENIOR LOAN ETF BKLN 2011 IRREV TR | $250,001 - $500,000 | $5,001 - $15,000 |
| ISHARES MSCI MEXICO CAPPED ETF EWW 2005 REV TR | None (or less than $1,001) | None (or less than $201) |
| GUGGENHEIM CHINA SMALL CAP ETF HAO 2005 REV TR | None (or less than $1,001) | $201 - $1,000 |
| SCHWAB ADV CASH RESERVE SWQXX 2005 REV TR | None (or less than $1,001) | None (or less than $201) |
| ISHARES 20+ YR TREASURY BOND ETF TLT 2005 REV TR | None (or less than $1,001) | None (or less than $201) |
| DEUT X TRK MSCI WLD EX US HDG ETF IV DBAW 2011 IRREV TR | $100,001 - $250,000 | None (or less than $201) |
| DB GOLD DOUBLE LONG ETN DGP 2011 IRREV TR | $100,001 - $250,000 | None (or less than $201) |
| WISDOMTREE JAPAN HEDGED SC EQUTY ETF DXJS 2011 IRREV TR | $100,001 - $250,000 | None (or less than $201) |
| ISHARES MSCI EMERGING MARKETS ETF EEM 2011 IRREV TR | $250,001 - $500,000 | $5,001 - $15,000 |
| ISHARES JPMORGAN USD MTSBOND ETF EMB 2011 IRREV TR | $250,001 - $500,000 | $5,001 - $15,000 |
| WISDOMTREE EUR HDGD SMLCP EQT ETF EUSC 2011 IRREV TR | $100,001 - $250,000 | $5,001 - $15,000 |
| ETFS PHYSICAL PRECIOUS MTL BSKT ETF GLTR 2011 IRREV TR | $100,001 - $250,000 | None (or less than $201) |
| SPDR S&P GLOBAL NATURAL RESOURCS ETF GNR 2011 IRREV TR | $100,001 - $250,000 | $1,001 - $2,500 |
| WISDOMTREE EUROPE HEDGEDEQTY ETF HEDJ 2011 IRREV TR | $500,001 - $1,000,000 | $15,001 - $50,000 |
| ISHARES CURRENCY HEDG MSCI EMERG ETF HEEM 2011 IRREV TR | $50,001 - $100,000 | $1,001 - $2,500 |
| ISHARES CURRENCY HEDGED MSCI JAP ETF HEWJ 2011 IRREV TR | $100,001 - $250,000 | $5,001 - $15,000 |
| VANECK VECTORS EMERGING MKTS HIGH YIELD BD ETF HYEM 2011 IRREV TR | $250,001 - $500,000 | $5,001 - $15,000 |
| ISHARES IBOXX HIGH YIELDBOND ETF HYG 2011 IRREV TR | $250,001 - $500,000 | $15,001 - $50,000 |
| ISHARES CORE S&P MID CAPETF IJH 2011 IRREV TR | $100,001 - $250,000 | $201 - $1,000 |
| PIMCO 15+ YEAR US TIPS INDEX ETF LTPZ 2011 IRREV TR | $250,001 - $500,000 | $2,501 - $5,000 |
| BARCLYS IPATH NOTES LKD GAS OIL INDX OIL 2011 IRREV TR | $100,001 - $250,000 | None (or less than $201) |
| SCHWAB EMERGING MARKETS EQUITY ETF SCHE 2011 IRREV TR | $100,001 - $250,000 | None (or less than $201) |
| PROSHARES ULTRAPRO SHORTS&P 500 ETF SPXU 2011 IRREV TR | $100,001 - $250,000 | None (or less than $201) |
| ISHARES TIPS BOND ETF TIP 2011 IRREV TR | $100,001 - $250,000 | $1,001 - $2,500 |
| SPDR BLMBRG BRCLY LG TM TRSRY ETF TLO 2011 IRREV TR | $100,001 - $250,000 | $201 - $1,000 |
| PIMCO 25YR ZERO CUPN US TRS INDX ETF ZROZ 2011 IRREV TR | $100,001 - $250,000 | None (or less than $201) |
| ASG MGD FUTURES STRATEGY FD CL Y ASFYX 2011 IRREV TR | $100,001 - $250,000 | None (or less than $201) |
| CATALYST HEDGED FUTURES STRAT I HFXIX | $100,001 - $250,000 | None (or less than $201) |
| AQR EQTY MKT NEUTRAL FD CL I QMNIX 2011 IRREV TR | $100,001 - $250,000 | None (or less than $201) |
| VANGUARD 500 INDEX FD INVESTOR SHS VFINX 2011 IRREV TR | $1,000,001 - $5,000,000 | $15,001 - $50,000 |
| VANGUARD TOTAL STOCK MARKET ETF VTI 2011 IRREV TR | $500,001 - $1,000,000 | $5,001 - $15,000 |
| ISHARES CURRENCY HEDG MSCI EMERG ETF EWW 2011 IRREV TR | None (or less than $1,001) | $201 - $1,000 |
| ISHARES 3-7 YEAR TRERY BOND ETF IEI 2011 IRREV TR | None (or less than $1,001) | None (or less than $201) |
| SPDR S&P BANK ETF IV KBE 2011 IRREV TR | None (or less than $1,001) | $201 - $1,000 |
| ISHARES IBOXX INVT GRADEBOND ETF LQD 2011 IRREV TR | None (or less than $1,001) | $5,001 - $15,000 |
| PIMCO EMRG MKTS CORP BD FD INST | None (or less than $1,001) | $1,001 - $2,500 |
| PIMCO EMRG MKTS CORP BD FD INST PEMIX 2011 IRREV TR | None (or less than $1,001) | $1,001 - $2,500 |
| POWERSHARES INDIA PORTFOLIO ETF PIN 2011 IRREV TR | None (or less than $1,001) | $1,001 - $2,500 |
| PROSHARES ULTRA QQQ ETF QLD 2011 IRREV TR | None (or less than $1,001) | None (or less than $201) |
| SPDR S&P 500 ETF IV SPY 2011 IRREV TR | None (or less than $1,001) | $201 - $1,000 |
| PROSHARES ULTRA 7-10 YR TREASURY ETF UST 2011 IRREV TR | None (or less than $1,001) | $2,501 - $5,000 |
| VANGUARD SHORT TERM COR BD ETF VCSH 2011 IRREV TR | None (or less than $1,001) | $5,001 - $15,000 |
| VANGUARD REIT ETF IV VNQ 2011 IRREV TR | None (or less than $1,001) | $1,001 - $2,500 |
| VANGUARD GLBAL EX US REAL EST ETF IV VNQI 2011 IRREV TR | None (or less than $1,001) | $1,001 - $2,500 |
| SPDR FUND CONSUMER STAPLES ETF XLP 2011 IRREV TR | None (or less than $1,001) | $2,501 - $5,000 |
| SPDR S&P RETAIL ETF XRT 2011 IRREV TR | None (or less than $1,001) | $201 - $1,000 |
| POWERSHARES SENIOR LOAN ETF BKLN NFD 2003 TR | $15,001 - $50,000 | $1,001 - $2,500 |
| DEUT X TRK MSCI WLD EX US HDG ETF IV DBAW NFD 2003 TR | $15,001 - $50,000 | None (or less than $201) |
| DB GOLD DOUBLE LONG ETN DGP NFD 2003 TR | $15,001 - $50,000 | None (or less than $201) |
| WISDOMTREE JAPAN HEDGED SC EQUTY ETF DXJS NFD 2003 TR | $15,001 - $50,000 | None (or less than $201) |
| ISHARES MSCI EMERGING MARKETS ETF EEM NFD 2003 TR | $15,001 - $50,000 | $1,001 - $2,500 |
| ISHARES JPMORGAN USD MTSBOND ETF EMB NFD 2003 TR | $50,001 - $100,000 | $2,501 - $5,000 |
| PROSHARES ULTRASHORT EURO ETF EUO NFD 2003 TR | $50,001 - $100,000 | None (or less than $201) |
| WISDOMTREE EUR HDGD SMLCP EQT ETF EUSC NFD 2003 TR | $15,001 - $50,000 | $1,001 - $2,500 |
| ETFS PHYSICAL PRECIOUS MTL BSKT ETF GLTR NFD 2003 TR | $15,001 - $50,000 | None (or less than $201) |
| SPDR S&P GLOBAL NATURAL RESOURCS ETF GNR NFD 2003 TR | $15,001 - $50,000 | $201 - $1,000 |
| WISDOMTREE EUROPE HEDGEDEQTY ETF HEDJ NFD 2003 TR | $100,001 - $250,000 | $2,501 - $5,000 |
| ISHARES CURRENCY HEDG MSCI EMERG ETF HEEM NFD 2003 TR | $15,001 - $50,000 | $201 - $1,000 |
| ISHARES CURRENCY HEDGED MSCI JAP ETF HEWJ NFD 2003 TR | $15,001 - $50,000 | $1,001 - $2,500 |
| VANECK VECTORS EMERGING MKTS HIGH YIELD BD ETF HYEM NFD 2003 TR | $50,001 - $100,000 | $1,001 - $2,500 |
| ISHARES IBOXX HIGH YIELDBOND ETF HYG NFD 2003 TR | $15,001 - $50,000 | $2,501 - $5,000 |
| ISHARES CORE S&P MID CAPETF IJH NFD 2003 TR | $15,001 - $50,000 | None (or less than $201) |
| PIMCO 15+ YEAR US TIPS INDEX ETF LTPZ NFD 2003 TR | $50,001 - $100,000 | $201 - $1,000 |
| BARCLYS IPATH NOTES LKD GAS OIL INDX OIL NFD 2003 TR | $15,001 - $50,000 | None (or less than $201) |
| SCHWAB EMERGING MARKETS EQUITY ETF SCHE NFD 2003 TR | $15,001 - $50,000 | None (or less than $201) |
| PROSHARES ULTRAPRO SHORTS&P 500 ETF SPXU NFD 2003 TR | $15,001 - $50,000 | None (or less than $201) |
| ISHARES TIPS BOND ETF TIP NFD 2003 TR | $15,001 - $50,000 | $201 - $1,000 |
| SPDR BLMBRG BRCLY LG TM TRSRY ETF TLO NFD 2003 TR | $15,001 - $50,000 | None (or less than $201) |
| PIMCO 25YR ZERO CUPN US TRS INDX ETF ZROZ NFD 2003 TR | $15,001 - $50,000 | None (or less than $201) |
| ISHARES MSCI MEXICO CAPPED ETF EWW NFD 2003 TR | None (or less than $1,001) | None (or less than $201) |
| ISHARES 3-7 YEAR TRERY BOND ETF IEI NFD 2003 TR | None (or less than $1,001) | None (or less than $201) |
| SPDR S&P BANK ETF IV KBE NFD 2003 TR | None (or less than $1,001) | None (or less than $201) |
| ISHARES IBOXX INVT GRADEBOND ETF LQD NFD 2003 TR | None (or less than $1,001) | $1,001 - $2,500 |
| PIMCO EMRG MKTS CORP BD FD INST PEMIX NFD 2003 TR | None (or less than $1,001) | None (or less than $201) |
| POWERSHARES INDIA PORTFOLIO ETF PIN NFD 2003 TR | None (or less than $1,001) | None (or less than $201) |
| PROSHARES ULTRA QQQ ETF QLD NFD 2003 TR | None (or less than $1,001) | None (or less than $201) |
| SPDR S&P 500 ETF IV SPY NFD 2003 TR | None (or less than $1,001) | None (or less than $201) |
| PROSHARES ULTRA 7-10 YR TREASURY ETF UST NFD 2003 TR | None (or less than $1,001) | $201 - $1,000 |
| VANGUARD SHORT TERM COR BD ETF VCSH NFD 2003 TR | None (or less than $1,001) | $201 - $1,000 |
| VANGUARD REIT ETF IV VNQ NFD 2003 TR | None (or less than $1,001) | $201 - $1,000 |
| VANGUARD GLBAL EX US REAL EST ETF IV VNQI NFD 2003 TR | None (or less than $1,001) | $201 - $1,000 |
| SPDR FUND CONSUMER STAPLES ETF XLP NFD 2003 TR | None (or less than $1,001) | $201 - $1,000 |
| SPDR S&P RETAIL ETF XRT NFD 2003 TR | None (or less than $1,001) | None (or less than $201) |
| POWERSHARES SENIOR LOAN ETF BKLN MFD 2003 TR | None (or less than $1,001) | $2,501 - $5,000 |
| ISHARES MSCI EMERGING MARKETS ETF EEM MFD 2003 TR | None (or less than $1,001) | $1,001 - $2,500 |
| ISHARES JPMORGAN USD MTSBOND ETF EMB MFD 2003 TR | None (or less than $1,001) | $2,501 - $5,000 |
| WISDOMTREE EUR HDGD SMLCP EQT ETF EUSC MFD 2003 TR | None (or less than $1,001) | $1,001 - $2,500 |
| ISHARES MSCI MEXICO CAPPED ETF EWW MFD 2003 TR | None (or less than $1,001) | None (or less than $201) |
| SPDR S&P GLOBAL NATURAL RESOURCS ETF GNR MFD 2003 TR | None (or less than $1,001) | $201 - $1,000 |
| WISDOMTREE EUROPE HEDGEDEQTY ETF HEDJ MFD 2003 TR | None (or less than $1,001) | $2,501 - $5,000 |
| ISHARES CURRENCY HEDG MSCI EMERG ETF HEEM MFD 2003 TR | None (or less than $1,001) | None (or less than $201) |
| ISHARES CURRENCY HEDGED MSCI JAP ETF HEWJ MFD 2003 TR | None (or less than $1,001) | $201 - $1,000 |
| VANECK VECTORS EMERGING MKTS HIGH YIELD BD ETF HYEM MFD 2003 TR | None (or less than $1,001) | $1,001 - $2,500 |
| ISHARES IBOXX HIGH YIELDBOND ETF HYG MFD 2003 TR | None (or less than $1,001) | $2,501 - $5,000 |
| ISHARES 3-7 YEAR TRERY BOND ETF IEI MFD 2003 TR | None (or less than $1,001) | None (or less than $201) |
| ISHARES CORE S&P MID CAPETF IJH MFD 2003 TR | None (or less than $1,001) | None (or less than $201) |
| SPDR S&P BANK ETF IV KBE MFD 2003 TR | None (or less than $1,001) | None (or less than $201) |
| ISHARES IBOXX INVT GRADEBOND ETF LQD MFD 2003 TR | None (or less than $1,001) | $1,001 - $2,500 |
| PIMCO 15+ YEAR US TIPS INDEX ETF LTPZ MFD 2003 TR | None (or less than $1,001) | None (or less than $201) |
| PIMCO EMRG MKTS CORP BD FD INST PEMIX MFD 2003 TR | None (or less than $1,001) | $201 - $1,000 |
| POWERSHARES INDIA PORTFOLIO ETF PIN MFD 2003 TR | None (or less than $1,001) | $201 - $1,000 |
| PROSHARES ULTRA QQQ ETF QLD MFD 2003 TR | None (or less than $1,001) | None (or less than $201) |
| SPDR S&P 500 ETF IV SPY MFD 2003 TR | None (or less than $1,001) | None (or less than $201) |
| ISHARES TIPS BOND ETF TIP MFD 2003 TR | None (or less than $1,001) | $201 - $1,000 |
| PROSHARES ULTRA 7-10 YR TREASURY ETF UST MFD 2003 TR | None (or less than $1,001) | $201 - $1,000 |
| VANGUARD SHORT TERM COR BD ETF VCSH MFD 2003 TR | None (or less than $1,001) | $1,001 - $2,500 |
| VANGUARD REIT ETF IV VNQ MFD 2003 TR | None (or less than $1,001) | $201 - $1,000 |
| VANGUARD GLBAL EX US REAL EST ETF IV VNQI MFD 2003 TR | None (or less than $1,001) | $201 - $1,000 |
| SPDR FUND CONSUMER STAPLES ETF XLP MFD 2003 TR | None (or less than $1,001) | $201 - $1,000 |
| SPDR S&P RETAIL ETF XRT MFD 2003 TR | None (or less than $1,001) | None (or less than $201) |
| POWERSHARES SENIOR LOAN ETF BKLN NFD 2009 TR | $100,001 - $250,000 | $5,001 - $15,000 |
| DEUT X TRK MSCI WLD EX US HDG ETF IV DBAW NFD 2009 TR | $50,001 - $100,000 | None (or less than $201) |
| DB GOLD DOUBLE LONG ETN DGP NFD 2009 TR | $15,001 - $50,000 | None (or less than $201) |
| WISDOMTREE JAPAN HEDGED SC EQUTY ETF DXJS NFD 2009 TR | $50,001 - $100,000 | None (or less than $201) |
| ISHARES MSCI EMERGING MARKETS ETF EEM NFD 2009 TR | $100,001 - $250,000 | $1,001 - $2,500 |
| ISHARES JPMORGAN USD MTSBOND ETF EMB NFD 2009 TR | $100,001 - $250,000 | $5,001 - $15,000 |
| PROSHARES ULTRASHORT EURO ETF EUO NFD 2009 TR | $100,001 - $250,000 | None (or less than $201) |
| WISDOMTREE EUR HDGD SMLCP EQT ETF EUSC NFD 2009 TR | $50,001 - $100,000 | $1,001 - $2,500 |
| ETFS PHYSICAL PRECIOUS MTL BSKT ETF GLTR NFD 2009 TR | $50,001 - $100,000 | None (or less than $201) |
| SPDR S&P GLOBAL NATURAL RESOURCS ETF GNR NFD 2009 TR | $50,001 - $100,000 | $201 - $1,000 |
| WISDOMTREE EUROPE HEDGEDEQTY ETF HEDJ NFD 2009 TR | $250,001 - $500,000 | $5,001 - $15,000 |
| ISHARES CURRENCY HEDG MSCI EMERG ETF HEEM NFD 2009 TR | $15,001 - $50,000 | $201 - $1,000 |
| ISHARES CURRENCY HEDGED MSCI JAP ETF HEWJ NFD 2009 TR | $50,001 - $100,000 | $1,001 - $2,500 |
| VANECK VECTORS EMERGING MKTS HIGH YIELD BD ETF HYEM NFD 2009 TR | $100,001 - $250,000 | $2,501 - $5,000 |
| ISHARES IBOXX HIGH YIELDBOND ETF HYG NFD 2009 TR | $100,001 - $250,000 | $5,001 - $15,000 |
| ISHARES CORE S&P MID CAPETF IJH NFD 2009 TR | $15,001 - $50,000 | $201 - $1,000 |
| PIMCO 15+ YEAR US TIPS INDEX ETF LTPZ NFD 2009 TR | $100,001 - $250,000 | $201 - $1,000 |
| BARCLYS IPATH NOTES LKD GAS OIL INDX OIL NFD 2009 TR | $15,001 - $50,000 | None (or less than $201) |
| SCHWAB EMERGING MARKETS EQUITY ETF SCHE NFD 2009 TR | $50,001 - $100,000 | None (or less than $201) |
| PROSHARES ULTRAPRO SHORTS&P 500 ETF SPXU NFD 2009 TR | $15,001 - $50,000 | None (or less than $201) |
| ISHARES TIPS BOND ETF TIP NFD 2009 TR | $50,001 - $100,000 | $201 - $1,000 |
| SPDR BLMBRG BRCLY LG TM TRSRY ETF TLO NFD 2009 TR | $50,001 - $100,000 | $201 - $1,000 |
| PIMCO 25YR ZERO CUPN US TRS INDX ETF ZROZ NFD 2009 TR | $50,001 - $100,000 | None (or less than $201) |
| ASG MGD FUTURES STRATEGY FD CL Y ASFYX NFD 2009 TR | $15,001 - $50,000 | None (or less than $201) |
| FIDELITY 500 INDEX FD INV FUSEX NFD 2009 TR | $1,000,001 - $5,000,000 | $50,001 - $100,000 |
| CATALYST HEDGED FUTURES STRAT I HFXIX NFD 2009 TR | $100,001 - $250,000 | $15,001 - $50,000 |
| AQR EQTY MKT NEUTRAL FD CL I QMNIX NFD 2009 TR | $50,001 - $100,000 | None (or less than $201) |
| VANGUARD 500 INDEX FD INVESTOR SHS VFINX NFD 2009 TR | $1,000,001 - $5,000,000 | $50,001 - $100,000 |
| VANGUARD TOTAL STOCK MARKET ETF VTI NFD 2009 TR | $1,000,001 - $5,000,000 | $15,001 - $50,000 |
| ISHARES MSCI MEXICO CAPPED ETF EWW NFD 2009 TR | None (or less than $1,001) | $201 - $1,000 |
| ISHARES 3-7 YEAR TRERY BOND ETF IEI NFD 2009 TR | None (or less than $1,001) | None (or less than $201) |
| SPDR S&P BANK ETF IV KBE NFD 2009 TR | None (or less than $1,001) | None (or less than $201) |
| ISHARES IBOXX INVT GRADEBOND ETF LQD NFD 2009 TR | None (or less than $1,001) | $2,501 - $5,000 |
| PIMCO EMRG MKTS CORP BD FD INST PEMIX NFD 2009 TR | None (or less than $1,001) | $201 - $1,000 |
| POWERSHARES INDIA PORTFOLIO ETF PIN NFD 2009 TR | None (or less than $1,001) | $201 - $1,000 |
| PROSHARES ULTRA QQQ ETF QLD NFD 2009 TR | None (or less than $1,001) | None (or less than $201) |
| HEDGE PREMIER MILLENNIUM USA HEDGE FUND | $1,000,001 - $5,000,000 | None (or less than $201) |
| MILLENNIUM USA HEDGE FUND | $1,000,001 - $5,000,000 | None (or less than $201) |
| SPDR S&P 500 ETF IV SPY NFD 2009 TR | None (or less than $1,001) | $1,001 - $2,500 |
| PROSHARES ULTRA 7-10 YR TREASURY ETF UST NFD 2009 TR | None (or less than $1,001) | $1,001 - $2,500 |
| HEDGE FORUM RENAISSANCE EQUITY LLC CL B HEDGE FUND | $1,000,001 - $5,000,000 | None (or less than $201) |
| RENAISSANCE INSTITUTIONAL EQUITIES FUND LLC | $1,000,001 - $5,000,000 | None (or less than $201) |
| VANGUARD SHORT TERM COR BD ETF VCSH NFD 2009 TR | None (or less than $1,001) | $1,001 - $2,500 |
| VANGUARD REIT ETF IV VNQ NFD 2009 TR | None (or less than $1,001) | $201 - $1,000 |
| VANGUARD GLBAL EX US REAL EST ETF IV VNQI NFD 2009 TR | None (or less than $1,001) | $201 - $1,000 |
| SPDR FUND CONSUMER STAPLES ETF XLP NFD 2009 TR | None (or less than $1,001) | $1,001 - $2,500 |
| SPDR S&P RETAIL ETF XRT NFD 2009 TR | None (or less than $1,001) | None (or less than $201) |
| POWERSHARES SENIOR LOAN ETF BKLN MFD 2009 TR | $100,001 - $250,000 | $5,001 - $15,000 |
| DEUT X TRK MSCI WLD EX US HDG ETF IV DBAW MFD 2009 TR | $50,001 - $100,000 | None (or less than $201) |
| DB GOLD DOUBLE LONG ETN DGP MFD 2009 TR | $50,001 - $100,000 | None (or less than $201) |
| WISDOMTREE JAPAN HEDGED SC EQUTY ETF DXJS MFD 2009 TR | $50,001 - $100,000 | None (or less than $201) |
| ISHARES MSCI EMERGING MARKETS ETF EEM MFD 2009 TR | $100,001 - $250,000 | $2,501 - $5,000 |
| ISHARES JPMORGAN USD MTSBOND ETF EMB MFD 2009 TR | $100,001 - $250,000 | $5,001 - $15,000 |
| PROSHARES ULTRASHORT EURO ETF EUO MFD 2009 TR | $100,001 - $250,000 | None (or less than $201) |
| WISDOMTREE EUR HDGD SMLCP EQT ETF EUSC MFD 2009 TR | $50,001 - $100,000 | $2,501 - $5,000 |
| ETFS PHYSICAL PRECIOUS MTL BSKT ETF GLTR MFD 2009 TR | $50,001 - $100,000 | None (or less than $201) |
| SPDR S&P GLOBAL NATURAL RESOURCS ETF GNR MFD 2009 TR | $50,001 - $100,000 | $201 - $1,000 |
| WISDOMTREE EUROPE HEDGEDEQTY ETF HEDJ MFD 2009 TR | $250,001 - $500,000 | $5,001 - $15,000 |
| ISHARES CURRENCY HEDG MSCI EMERG ETF HEEM MFD 2009 TR | $15,001 - $50,000 | $201 - $1,000 |
| BRIGHTWOOD CAPITAL III LP 2011 IRREV TR | $250,001 - $500,000 | $15,001 - $50,000 |
| ISHARES CURRENCY HEDGED MSCI JAP ETF HEWJ MFD 2009 TR | $50,001 - $100,000 | $2,501 - $5,000 |
| VANECK VECTORS EMERGING MKTS HIGH YIELD BD ETF HYEM MFD 2009 TR | $100,001 - $250,000 | $5,001 - $15,000 |
| HEDGE PREMIER MILLENNIUM USA HEDGE FUND NFD 2009 TR | $250,001 - $500,000 | None (or less than $201) |
| MILLENNIUM USA HEDGE FUND | $250,001 - $500,000 | None (or less than $201) |
| ISHARES IBOXX HIGH YIELDBOND ETF HYG MFD 2009 TR | $100,001 - $250,000 | $5,001 - $15,000 |
| ISHARES CORE S&P MID CAPETF IJH MFD 2009 TR | $50,001 - $100,000 | $201 - $1,000 |
| PIMCO 15+ YEAR US TIPS INDEX ETF LTPZ MFD 2009 TR | $100,001 - $250,000 | $1,001 - $2,500 |
| BARCLYS IPATH NOTES LKD GAS OIL INDX OIL MFD 2009 TR | $50,001 - $100,000 | None (or less than $201) |
| SCHWAB EMERGING MARKETS EQUITY ETF SCHE MFD 2009 TR | $50,001 - $100,000 | None (or less than $201) |
| CARLYLE GMS FINANCE NFD 2009 TR | $250,001 - $500,000 | $15,001 - $50,000 |
| PROSHARES ULTRAPRO SHORTS&P 500 ETF SPXU MFD 2009 TR | $50,001 - $100,000 | None (or less than $201) |
| ISHARES TIPS BOND ETF TIP MFD 2009 TR | $50,001 - $100,000 | $1,001 - $2,500 |
| SPDR BLMBRG BRCLY LG TM TRSRY ETF TLO MFD 2009 TR | $100,001 - $250,000 | $201 - $1,000 |
| HEDGE FORUM RENAISSANCE EQUITY LLC CL B HEDGE FUND 2011 IRREV TR | $1,000,001 - $5,000,000 | None (or less than $201) |
| RENAISSANCE INSTITUTIONAL EQUITIES FUND LLC | $1,000,001 - $5,000,000 | None (or less than $201) |
| PIMCO 25YR ZERO CUPN US TRS INDX ETF ZROZ MFD 2009 TR | $50,001 - $100,000 | None (or less than $201) |
| T ROWE PRICE MD TAX FREE BOND FUND MDXBX MFD 2009 TR | $250,001 - $500,000 | None (or less than $201) |
| VANGUARD TOTAL STOCK MARKET ETF VTI MFD 2009 TR | $1,000,001 - $5,000,000 | $15,001 - $50,000 |
| CLINTON EQUITY STRATEGIES FUND LP 2011 IRREV TR | $250,001 - $500,000 | None (or less than $201) |
| CONSECO LIFE INSURANCE COMPANY WHOLE LIFE POLICY | $100,001 - $250,000 | None (or less than $201) |
| RESIDENTIAL RESIDENCE ESTES PARK, COLORADO | $1,000,001 - $5,000,000 | $100,001 - $1,000,000 |
| CROSSHILL DEBT II | $100,001 - $250,000 | $2,501 - $5,000 |
| CORERO NETWORK SECURITY | $15,001 - $50,000 | None (or less than $201) |
| METEOR AFFINITY INC | $50,001 - $100,000 | None (or less than $201) |
| GENERATION ZERO GROUP | None (or less than $1,001) | None (or less than $201) |
| CYPRESS FITNESS LLC | $1,001 - $15,000 | None (or less than $201) |
| ISHARES MSCI MEXICO CAPPED ETF EWW MFD 2009 TR | None (or less than $1,001) | $201 - $1,000 |
| GGE INVESTMENTS LLC | $15,001 - $50,000 | None (or less than $201) |
| M&I INVESTMENTS | $1,001 - $15,000 | None (or less than $201) |
| AMERICAN CENTURY ULTRA TWCUX | $1,001 - $15,000 | None (or less than $201) |
| ISHARES 3-7 YEAR TRERY BOND ETF IEI MFD 2009 TR | None (or less than $1,001) | None (or less than $201) |
| SPDR S&P BANK ETF IV KBE MFD 2009 TR | None (or less than $1,001) | $201 - $1,000 |
| ISHARES IBOXX INVT GRADEBOND ETF LQD MFD 2009 TR | None (or less than $1,001) | $2,501 - $5,000 |
| PIMCO EMRG MKTS CORP BD FD INST PEMIX MFD 2009 TR | None (or less than $1,001) | $201 - $1,000 |
| POWERSHARES INDIA PORTFOLIO ETF PIN MFD 2009 TR | None (or less than $1,001) | $201 - $1,000 |
| PROSHARES ULTRA QQQ ETF QLD MFD 2009 TR | None (or less than $1,001) | None (or less than $201) |
| SPDR S&P 500 ETF IV SPY MFD 2009 TR | None (or less than $1,001) | $201 - $1,000 |
| PROSHARES ULTRA 7-10 YR TREASURY ETF UST MFD 2009 TR | None (or less than $1,001) | $1,001 - $2,500 |
| VANGUARD SHORT TERM COR BD ETF VCSH MFD 2009 TR | None (or less than $1,001) | $2,501 - $5,000 |
| VANGUARD REIT ETF IV VNQ MFD 2009 | None (or less than $1,001) | $201 - $1,000 |
| VANGUARD GLBAL EX US REAL EST ETF IV VNQI MFD 2009 TR | None (or less than $1,001) | $201 - $1,000 |
| SPDR FUND CONSUMER STAPLES ETF XLP MFD 2009 TR | None (or less than $1,001) | $1,001 - $2,500 |
| SPDR S&P RETAIL ETF XRT MFD 2009 TR | None (or less than $1,001) | None (or less than $201) |
| VANGUARD TOTAL INTERNATIONAL BND ETF BNDX CAA TR | $15,001 - $50,000 | $201 - $1,000 |
| BRCLYS BK IPATH BLOOM COMMODITY ETN DJP CAA TR | $15,001 - $50,000 | None (or less than $201) |
| ISHARES COHEN AND STEERSREIT ETF ICF CAA TR | $15,001 - $50,000 | $1,001 - $2,500 |
| KAYNE ANDERSON MLP INVES KYN CAA TR | $1,001 - $15,000 | $1,001 - $2,500 |
| PIMCO 15+ YEAR US TIPS INDEX ETF LTPZ CAA TR | $50,001 - $100,000 | $1,001 - $2,500 |
| TFS MARKET NEUTRAL FUND TFSMX CAA TR | $15,001 - $50,000 | None (or less than $201) |
| VANGUARD EXTENDED MARKET INDEX FD INV SHRS VEXMX CAA TR | $50,001 - $100,000 | $201 - $1,000 |
| VANGUARD 500 INDEX FD ADMIRAL SHRS VFIAX CAA TR | $100,001 - $250,000 | $2,501 - $5,000 |
| VANGUARD TOTAL INTL STK INDEX FD INV VGTSX CAA TR | $15,001 - $50,000 | $201 - $1,000 |
| VANGUARD MID CAP INDEX FUND INV CL VIMSX CAA TR | $15,001 - $50,000 | $201 - $1,000 |
| VANGUARD SMALL CAP GWTH INDEX FD INV VISGX CAA TR | $100,001 - $250,000 | $1,001 - $2,500 |
| ALMANACK ALPHA LP HEDGE FUND NFD 2009 TR | $1,000,001 - $5,000,000 | None (or less than $201) |
| EAGLE'S VIEW LP HEDGE FUND | $1,000,001 - $5,000,000 | None (or less than $201) |
| ALMANACK ALPHA LP HEDGE FUND 2011 IRREV TR | $500,001 - $1,000,000 | None (or less than $201) |
| EAGLES VIEW LP HEDGE FUND | $1,000,001 - $5,000,000 | None (or less than $201) |
| SCHWAB CASH CAA TR | $50,001 - $100,000 | None (or less than $201) |
| SCHWAB CASH IAA TR | $50,001 - $100,000 | None (or less than $201) |
| SCHWAB CASH 2011 IRREV TR | $1,000,001 - $5,000,000 | None (or less than $201) |
| SCHWAB CASH AAA TR | $50,001 - $100,000 | None (or less than $201) |
| SCHWAB CASH NFD 2003 TR | $1,001 - $15,000 | None (or less than $201) |
| SCHWAB CASH MFD 2009 TR | $1,000,001 - $5,000,000 | None (or less than $201) |
| SCHWAB CASH NFD 2009 TR | $100,001 - $250,000 | None (or less than $201) |
| VANGUARD TOTAL INTERNATIONAL BND ETF BNDX IAA TR | $15,001 - $50,000 | $201 - $1,000 |
| BRCLYS BK IPATH BLOOM COMMODITY ETN DJP IAA TR | $15,001 - $50,000 | None (or less than $201) |
| ISHARES COHEN AND STEERSREIT ETF ICF IAA TR | $15,001 - $50,000 | $1,001 - $2,500 |
| KAYNE ANDERSON MLP INVES KYN IAA TR | $1,001 - $15,000 | $1,001 - $2,500 |
| PIMCO 15+ YEAR US TIPS INDEX ETF LTPZ IAA TR | $50,001 - $100,000 | $1,001 - $2,500 |
| TFS MARKET NEUTRAL FUND TFSMX IAA TR | $15,001 - $50,000 | None (or less than $201) |
| VANGUARD EXTENDED MARKET INDEX FD INV SHRS VEXMX IAA TR | $50,001 - $100,000 | $201 - $1,000 |
| VANGUARD 500 INDEX FD ADMIRAL SHRS VFIAX IAA TR | $100,001 - $250,000 | $2,501 - $5,000 |
| VANGUARD TOTAL INTL STK INDEX FD INV VGTSX IAA TR | $15,001 - $50,000 | $201 - $1,000 |
| MORGAN STANLEY CASH 2011 IRREV TR | $15,001 - $50,000 | None (or less than $201) |
| VANGUARD MID CAP INDEX FUND INV CL VIMSX IAA TR | $15,001 - $50,000 | $201 - $1,000 |
| VANGUARD SMALL CAP GWTH INDEX FD INV VISGX IAA TR | $100,001 - $250,000 | $1,001 - $2,500 |
| BANK OF AMERICA CASH | $100,001 - $250,000 | None (or less than $201) |
| MERRILL LYNCH CASH | $1,001 - $15,000 | None (or less than $201) |
| VANGUARD 500 INDEX FUND VFIAX INDIV | $50,001 - $100,000 | $1,001 - $2,500 |
| VANGUARD TOTAL INTERNATIONAL BND ETF BNDX AAA TR | $15,001 - $50,000 | $201 - $1,000 |
| BRCLYS BK IPATH BLOOM COMMODITY ETN DJP AAA TR | $15,001 - $50,000 | None (or less than $201) |
| ISHARES COHEN AND STEERSREIT ETF ICF AAA TR | $15,001 - $50,000 | $1,001 - $2,500 |
| KAYNE ANDERSON MLP INVES KYN AAA TR | $1,001 - $15,000 | $1,001 - $2,500 |
| PIMCO 15+ YEAR US TIPS INDEX ETF LTPZ AAA TR | $50,001 - $100,000 | $1,001 - $2,500 |
| TFS MARKET NEUTRAL FUND TFSMX AAA TR | $15,001 - $50,000 | None (or less than $201) |
| VANGUARD EXTENDED MARKET INDEX FD INV SHRS VEXMX AAA TR | $50,001 - $100,000 | $201 - $1,000 |
| VANGUARD 500 INDEX FD ADMIRAL SHRS VFIAX AAA TR | $100,001 - $250,000 | $2,501 - $5,000 |
| VANGUARD TOTAL INTL STK INDEX FD INV VGTSX AAA TR | $15,001 - $50,000 | $201 - $1,000 |
| VANGUARD MID CAP INDEX FUND INV CL VIMSX AAA TR | $15,001 - $50,000 | $201 - $1,000 |
| VANGUARD SMALL CAP GWTH INDEX FD INV VISGX AAA TR | $100,001 - $250,000 | $1,001 - $2,500 |
| POWERSHARES SENIOR LOAN ETF BKLN AA 2016 TR | $1,001 - $15,000 | None (or less than $201) |
| WISDOMTREE JAPAN HEDGED EQUITY ETF DXJ AA 2016 TR | $1,001 - $15,000 | None (or less than $201) |
| DIREXION DAILY EMERG MRKT BER 3X ETF EDZ AA 2016 TR | None (or less than $1,001) | None (or less than $201) |
| ISHARES JPMORGAN USD MTSBOND ETF EMB AA 2016 TR | $1,001 - $15,000 | None (or less than $201) |
| WISDOMTREE EUR HDGD SMLCP EQT ETF EUSC AA 2016 TR | $1,001 - $15,000 | None (or less than $201) |
| SPDR GOLD SHARES ETF GLD AA 2016 TR | $1,001 - $15,000 | None (or less than $201) |
| ISHARES CRRNCY HDG MSCI EURZN ETF IV HEZU AA 2016 TR | $1,001 - $15,000 | None (or less than $201) |
| ISHARES IBOXX HIGH YIELDBOND ETF HYG AA 2016 TR | $1,001 - $15,000 | None (or less than $201) |
| PIMCO 15+ YEAR US TIPS INDEX ETF LTPZ AA 2016 TR | $1,001 - $15,000 | None (or less than $201) |
| POWERSHARES INDIA PORTFOLIO ETF PIN AA 2016 TR | $1,001 - $15,000 | None (or less than $201) |
| POWERSHARES QQQ TRUST SRS 1 ETF QQQ AA 2016 TR | $1,001 - $15,000 | None (or less than $201) |
| SPDR S&P 500 ETF SPY AA 2016 TR | $1,001 - $15,000 | None (or less than $201) |
| ISHARES TIPS BOND ETF TIP AA 2016 TR | $1,001 - $15,000 | None (or less than $201) |
| DIR DAILY 20+ YEAR TRSRYBULL 3X ETF TMF AA 2016 TR | $1,001 - $15,000 | None (or less than $201) |
| DIREXION DAILY SMALL CAPBULL 3X ETF TNA AA 2016 TR | $1,001 - $15,000 | None (or less than $201) |
| PROSHARES ULTRA 7-10 YR TREASURY ETF UST AA 2016 TR | $1,001 - $15,000 | None (or less than $201) |
| VANGUARD SMALL CAP ETF VB AA 2016 TR | $1,001 - $15,000 | None (or less than $201) |
| VANGUARD 500 INDEX FD INVESTOR SHS VFINX AA 2016 TR | $15,001 - $50,000 | None (or less than $201) |
| VANGUARD REIT ETF VNQ AA 2016 TR | $1,001 - $15,000 | None (or less than $201) |
| VANGUARD GLBAL EX US REAL ESTATE ETF VNQI AA 2016 TR | None (or less than $1,001) | None (or less than $201) |
| SELECT SECTOR UTI SELECTSPDR ETF XLU AA 2016 TR | $1,001 - $15,000 | None (or less than $201) |
| BALANCED PORTFOLIO CAA MD 529 PLAN | $1,001 - $15,000 | None (or less than $201) |
| BOND AND INCOME PORTFOLIO CAA MD 529 PLAN | $1,001 - $15,000 | None (or less than $201) |
| EQUITY PORTFOLIO CAA MD 529 PLAN | $1,001 - $15,000 | None (or less than $201) |
| PORTFOLIO FOR COLLEGE CAA MD 529 PLAN | $15,001 - $50,000 | None (or less than $201) |
| PORTFOLIO 2018 CAA MD 529 PLAN | $50,001 - $100,000 | None (or less than $201) |
| PORTFOLIO 2021 CAA MD 529 PLAN | $1,001 - $15,000 | None (or less than $201) |
| BALANCED PORTFOLIO IAA MD 529 PLAN | $1,001 - $15,000 | None (or less than $201) |
| BOND AND INCOME PORTFOLIO IAA MD 529 PLAN | $1,001 - $15,000 | None (or less than $201) |
| EQUITY PORTFOLIO IAA MD 529 PLAN | $1,001 - $15,000 | None (or less than $201) |
| PORTFOLIO FOR COLLEGE IAA MD 529 PLAN | $15,001 - $50,000 | None (or less than $201) |
| PORTFOLIO 2018 IAA MD 529 PLAN | $15,001 - $50,000 | None (or less than $201) |
| PORTFOLIO 2021 IAA MD 529 PLAN | $15,001 - $50,000 | None (or less than $201) |
| PORTFOLIO 2021 AAA MD 529 PLAN | $100,001 - $250,000 | None (or less than $201) |
| RESIDENTIAL REAL ESTATE FOUNTAIN HILLS, AZ | $100,001 - $250,000 | None (or less than $201) |
Liabilities
| Creditor Name | Creditor Type | Amount | Rate | Year Incurred |
|---|---|---|---|---|
| American Express | Credit Card | $15,001 - $50,000 | 2017 | |
| 2011 IRREV TR BRIGHTWOOD CAPITAL III REMAINING CAPITAL TO BE CALLED | CAPITAL CALL STRUCTURE ALTERNATIVE INVESTMENT | $100,001 - $250,000 | NA | 2014 |
| NFD 2009 TR CARLYLE GMS FINANCE REMAINING CAPITAL TO BE CALLED | CAPITAL CALL STRUCTURE ALTERNATIVE INVESTMENT | $100,001 - $250,000 | NA | 2014 |
Spouse's Employment Assets
| Description | Value | Income Type | Income Amount |
|---|---|---|---|
| SCH Adv Cash Resrv Prem SWZXX | $15,001 - $50,000 | None (or less than $201) | |
| Vanguard Small Cap Index NAESX | $50,001 - $100,000 | $1,001 - $2,500 | |
| National Basketball Association Pension | $500,001 - $1,000,000 | None (or less than $201) |
Do you know something about Rene I. Augustine? Send us an email at [email protected] or send a Signal message to 347-244-2134.
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