36 assets, filed Aug 18, 2026 (FD Amendment).
6 Year Capital Strength Cap 20% Protect
Other · Lincoln Financial Group Variable Annuity
$15,001 - $50,000
AF Trgt Date 2025 R6
Mutual fund
$250,000
American Investment Company of America Fund Class A
$100,000
Banner Bank Account
Bank/brokerage account · Spouse
$100,001 - $250,000
Benefit Plan
DB
$1,000,000
QCILIX
CREF Inflation-Linked Bond Account - R3 · Mutual fund · TIAA State Board Retirement Plan
$1,001 - $15,000
Dfa INTL Small Company I
Mutual fund · Edward Jones Brokerage Account
$15,001 - $50,000
DFISX
Dfa INTL Small Company I · Mutual fund · Edward Jones IRA
$15,001 - $50,000
Edward Jones Money Market Account
Bank/brokerage account · Edward Jones IRA
$1,001 - $15,000
FIHLX
Federated Instl HI-Yld BD R6 · Mutual fund · Edward Jones Brokerage Account
$1,001 - $15,000
JPM Emerging Markets Equity A
Mutual fund · Edward Jones Brokerage Account
$1,001 - $15,000
JPM Emerging Markets Equity A
Mutual fund · Edward Jones IRA
$1,001 - $15,000
Key Bank accounts
Bank/brokerage account
$250,001 - $500,000
New York Life Adjustable Life Insurance
WU
$15,001 - $50,000
New York Life Whole Life Insurance
WU
$15,001 - $50,000
TIBDX
Nuveen Core Bond Fund R6 · Mutual fund · TIAA State Board Retirement Plan
$1,001 - $15,000
TCIEX
Nuveen International Equity Index Fund R6 · Mutual fund · TIAA State Board Retirement Plan
$1,001 - $15,000
FIHLX
R6 Shares · Mutual fund · Edward Jones IRA
$1,001 - $15,000
Standard Life Insurance
WU · Spouse
$1,001 - $15,000
TIAA Traditional
FN · TIAA State Board Retirement Plan
$1,001 - $15,000
VEA
Vanguard FTSE Dev Mkts ETF · Exchange-traded fund · Edward Jones IRA
$1,001 - $15,000
VWO
Vanguard FTSE Emerging Mkt ETF · Exchange-traded fund · Edward Jones Brokerage Account
$1,001 - $15,000
VWO
Vanguard FTSE Emerging Mkt ETF · Exchange-traded fund · Edward Jones IRA
$1,001 - $15,000
VUG
Vanguard Growth ETF · Exchange-traded fund · Edward Jones Brokerage Account
$1,001 - $15,000
VUG
Vanguard Growth ETF · Exchange-traded fund · Edward Jones IRA
$1,001 - $15,000
VIEIX
Vanguard Index Trust Extended Market Index Fd Instl Shs · Mutual fund · TIAA State Board Retirement Plan
$1,001 - $15,000
VIIIX
Vanguard Institutional Index Fund Institutional Plus Shares · Mutual fund · TIAA State Board Retirement Plan
$1,001 - $15,000
VV
Vanguard Large Cap ETF · Exchange-traded fund · Edward Jones Brokerage Account
$1,001 - $15,000
VV
Vanguard Large Cap ETF · Exchange-traded fund · Edward Jones IRA
$1,001 - $15,000
VB
Vanguard Small Cap ETF · Exchange-traded fund · Edward Jones Brokerage Account
$1,001 - $15,000
VB
Vanguard Small Cap ETF · Exchange-traded fund · Edward Jones IRA
$1,001 - $15,000
VTV
Vanguard Value ETF · Exchange-traded fund · Edward Jones IRA
$1,001 - $15,000
VTV
Vanguard Value ETF · Exchange-traded fund · Lincoln Financial Group Variable Annuity
$15,001 - $50,000
IUSB
iShares Core Total USD Bond Market ETF · Exchange-traded fund · Edward Jones IRA
$1,001 - $15,000
EFA
iShares MSCI EAFE ETF · Exchange-traded fund · Edward Jones IRA
$1,001 - $15,000
SCZ
iShares MSCI EAFE Small Cap Et · Exchange-traded fund · Edward Jones Brokerage Account
$1,001 - $15,000