Rosanna Malouf Peterson

2014Annual

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What was filed

  • 59

    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 — Sold

TC Intl Eq Index-Rumt — Int/Div

TC Large Cap Val-Rumt — Int/Div

TC Mid-Cap Gr-Ritmt — None — Sold

Sm-Cap Eg-Rtmt — Int/Div

TIAA-CREF Equity Index Fund (Y)

TIAA Real Estate — None

CREF Bond Market — None

CREF Inf" Linked Bond — None

CREF Money Market — None — Sold

CREF Money Market — None — Sold

TIAA-CREF Int'l Eq ldx-Iust (Y)

TIAA-CREF Lg-Cap Gr Idx-Inst (Y)

TIAA-CREF Lg-Cap Val-Prem (Y)

TIAA-CREF Mid-Cap Gr-Prem (Y)

TIAA-CREF Mid-Cap Val-Prem (Y)

TIAA-CREF Social Ch Eq-Prem (Y)

CREF Growth — None

USAA Cash/Money Market (Y)

CREF Social Choice — None

USAA Global Opportunities Portfolio (Y)

USAA UMP Moderate Portfolio prev Strategic Fund Adviser (Y)

TIAA-CREF Intl Eq-Prem (Y)

USAA Precious Metals & Minersals (Y)

American Smallcap World A (Y)

USAA Real Return Fund (Y)

USAA High Income Fund (Y)

USAA Short Term Bond (Y)

USAA Intermediate Bond Fund (Y)

USAA Income Fund (Y)

USAA Emerging Markets (Y)

USAA International Fund (Y)

USAA Small Cap (Y)

USAA Income Stock (Y)

USAA Growth Fund (Y)

TC Mid-Cap Val-Rumt — Int/Div

T«C Lg-Cap Val-lnst — Int/Div

T«C Social Ch Eqg-Inst — None — Sold

TC Mid-Cap Gr-Inst — Int/Div

TC Mid-Cap Val-Inst — Int/Div

TC Intl Eq ldx-Inst — Int/Div

T4C Lg<Cap Gr Idx-Inst — Int/Div

T-C Eq Index-Inst — None — Sold

TC lifecycle 2020-Rumt — None — Sold

CREF Global Equities (X) — None — Buy

TC Int'l Eg-Rtmt (X) — Int/Div — Buy

TLC Growth & Inc.-Rimnt (X) — Int/Div — Buy

TC High-Yield Runt (X) — Int/Div — Buy

TC Infl-Lokd Bond-Rimt (X) — Int/Div — Buy

TL Bond Rent (X) — Int/Div — Buy

T4 Soc Choice Bond Rime (X) — Int/Div — Buy

T<C Int'l Eq Inst (X) — Int/Div — Buy

T-C Sm-Cap Eg-Inst (X) — Int/Div — Buy

TAC S&P S00 Kdx-Inst (X) — Int/Div — Buy

T-C Lg-Cap Value Idx-Inst (X) — Int/Div — Buy

ToC Sm-Cap BI Idx-lnst (X) — Int/Div — Buy

Spouse's income — 2014 — Washington State University-- Teaching

Section VII: Line 9 should have been CREF Equity Index, not TIAA-CREF Equity Index Fund from previous report, which was a typo. CREF Equity Index is

listed at line 4.

Section VII: Lines 15 is the same as line 44 except that the name was written out as TIAA-CREF Int'l Eq Idx-Tnst in lines 15 and is referred to as T-C Int'l Eq Tdx-

Inst in lines 44.

Section VII: Lines 16 is the same as line 44 except that the name was written out as TIAA-CREF Lg Cap-Gr Idx-Inst in lines 16 and is referred to as T-C Lg Cap-

Gr 1dx-Inst in line 45,

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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