Rosanna Malouf Peterson
2012Annual
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What was filed
37
investments
0
positions
0
gifts
0
agreements
0
debts
0
reimbursements
0
income
1
spouse income
Named parties
- Washington State University-- Teaching
As filed
ONA whole life insurance — None
TIAA Traditional — None
CREF Stock — None
CREF Equity Index — None
TC Intl Eq Index-Rtmt — None
TC Large Cap Val-Rumt — None
TC Mid-Cap Gr-Ritmt — None
Sm-Cap Eg-Rtmt — None
TIAA-CREF Equity Index Fund — None
TIAA Real Estate — None
CREF Bond Market — None
CREF Inf Linked Bond — None
CREF Money Market — None
TIAA-CREF Int'l Eq ldx-Inst — None
TIAA-CREF Lg-Cap Gr Idx-Inst — None
TIAA-CREF Lg-Cap Val-Prem — None
TIAA-CREF Mid-Cap Gr-Prem — None
TIAA-CREF Mid-Cap Val-Prem — None
TIAA-CREF Social Ch Eq-Prem — None
CREF Growth — None
USAA Cash/Money Market — None
CREF Social Choice — None
USAA Global Opportunities Portfolio — None
USAA UMP Moderate Portfolio prev. Strategic Fund Adviser (Y)
TIAA-CREF Intl Eq-Prem (X) — None
USAA Precious Metals & Minersals — None — Buy
American Smallcap World A — None — Buy
USAA Real Return Fund — None — Buy
USAA High Income Fund — None — Buy
USAA Short Term Bond — None — Buy
USAA Intermediate Bond Fund — None — Buy
USAA Income Fund — None — Buy
USAA Emerging Markets — None — Buy
USAA International Fund — None — Buy
USAA Small Cap — None — Buy
LSAA Income Stock — None — Buy
USAA Growth Fund — None — Buy
Spouse's income — 2012 — Washington State University-- Teaching
Section VII, line 24 USAA Strageic Fund Adviser was renamed in 2012 as USAA UMP Moderate Portfolio and the value that was in the Strategic Fund Adviser
is now listed separately. Even though not each of the assets is $1,000 or more, Tam listing all of them because previously the cumulative value in Strategic Fund
Adviser was in excess of $1,000.
Section VIL, line 25 TIAA-CREF Intl Eq-Prem previously was valued under $1,000
Section VII, lines 26 through 37 are all securities that were in the USAA managed portfolio. | have researched and listed all of the actual sales transactions
regarding these assets even though most of them did not rise to the level of $1,000 per asset. See explanation for Section VII, line 24,
This is a copy of a public record, reproduced as it was published. It is not legal advice, and it may not be the version a court would rely on. Check the official source before you cite it.