Latest Trades (1)
BlackRock LifePath I
Sell
BlackRock LifePath Index 2020 · Jan 13 · Source
N/A
Assets by Category
Real Estate
2 assets
Total Value$1.5M
Total Income$108K
Retirement Account
18 assets
Total Value$923K
Business Entity
1 assets
Total Value$750K
Bank Account
8 assets
Total Value$480K
Total Income$10K
Education Savings Plan
12 assets
Total Value$219K
Mutual Fund
2 assets
Total Value$65K
Income Source
2 assets
Total ValueN/A
Positions Held (1)
Executor
Family Estate - TBC ESTATE
Alexandria, Virginia • 2023-09-01 - Present
Liabilities (7)
DC Condo-PennyMac
Mortgage (investment/rental property) • 2.75
$750K
Virginia - PennyMac
Mortgage on Personal Residence • 3.125
$750K
Virginia - PennyMac
Mortgage on Personal Residence • 3.125
$750K
DC Condo-PennyMac
Mortgage (investment/rental property) • 2.75
$375K
Tower Federal Credit Union
HELOC • 7.0
$175K
Tower Federal Credit Union
HELOC • 7.0
$175K
Navient (student loan)
Student Loan • 2.77
$33K