Rosanna Malouf Peterson

2012Annual

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Pull out the substance of this filing.

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.

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Rosanna Malouf Peterson | Frix