The types of assets disclosed in this Part of the report include:

• deferred compensation;
• defined benefit plan;
• defined contribution plan (e.g., 401(k) plan, 403(b) plan, 457 plan, TIAA account);
• employee stock ownership plan;
• employee stock purchase plan;
• employer stock obtained through employment (e.g., by exercising a stock option);
• farm operated as a business (i.e., not a passive investment);
• incentive stock option;
• individual retirement account (IRA);
• intellectual property;
• investment fund created by an employer solely for employees;
• phantom stock;
• restricted stock;
• restricted stock unit;
• self-funded defined benefit plan;
• split-dollar life insurance; and
• stock appreciation right.