52 assets, filed Aug 12, 2026 (FD Original).
VMRXX
Admiral Shares · Mutual fund · Baird Trust Company - Inherited Beneficiary IRA
$1,001 - $15,000
Agricultural Land
Farm
$500,000
Bank Deposit Account
Bank/brokerage account · D.A. Davidson account
$1,001 - $15,000
Catholic Financial Life, Fixed Annuity #1
FN · Spouse
$1,001 - $15,000
Catholic Financial Life, Fixed Annuity #2
FN · Spouse
$1,001 - $15,000
Catholic Financial Life, Whole Life Insurance
WU · Spouse
$15,001 - $50,000
CSRSX
Cohen & Steers Realty Shares, Inc. · Mutual fund · Fidelity Rollover IRA
$1,001 - $15,000
Commerical Office Property
Real property
$250,000
FDRXX
Fidelity Cash Reserves · Mutual fund · Fidelity Rollover IRA
$15,001 - $50,000
FSCJX
Fidelity SAI Canada Equity Index Fund · Mutual fund · Fidelity Rollover IRA
$1,001 - $15,000
FIFGX
Fidelity SAI Inflation-Focused Fund · Mutual fund · Fidelity Rollover IRA
$1,001 - $15,000
FSPWX
Fidelity SAI Inflation-Protected Bond Index Fund · Mutual fund · Fidelity Rollover IRA
$1,001 - $15,000
Fidelity Strategic Advisors Emerging Markets Fund
$100,000
INPRS 2030 Fund
Government security · Messmer Mechanical, Inc. 401(k) Plan
$1,001 - $15,000
Indiana Deferred Compensation Matching Plan (401(a)
$1,001 - $15,000
Indiana Farm Bureau Insurance, Whole Life Insurance
$1,001 - $15,000
Knights of Columbus, Whole Life Insurance #1
WU
$50,001 - $100,000
Knights of Columbus, Whole Life Insurance #2
WU
$1,001 - $15,000
Knights of Columbus, Whole Life Insurance #3
WU
$1 - $1,000
Knights of Columbus, Whole Life Insurance #4
WU · Spouse
$15,001 - $50,000
Knights of Columbus, Whole Life Insurance #5
WU · Spouse
$15,001 - $50,000
Money Market Account
Bank/brokerage account · Baird Trust Company - Inherited Beneficiary IRA
$1,001 - $15,000
Money Market Account
Bank/brokerage account · Baird Trust Company - Roth IRA #1
$1,001 - $15,000
Money Market Account
Bank/brokerage account · Baird Trust Company - Roth IRA #2 SP
$1,001 - $15,000
Northwestern Mutual, Whole Life Insurance #1
WU
$15,001 - $50,000
Northwestern Mutual, Whole Life Insurance #2
WU · Spouse
$15,001 - $50,000
Residential Rental Property #1
Real property
$500,000
Roger's Grill Company LLC
Other liability
None
Springs Valley Bank & Trust accounts
Bank/brokerage account · Joint
$100,001 - $250,000
Storage Property
Real property
$250,000
FPCIX
Strategic Advisers Core Income Fund · Mutual fund
$100,000
FILFX
Strategic Advisers International Fund · Mutual fund
$250,000
FSAKX
Strategic Advisers U.S. Total Stock Fund · Mutual fund
$500,000
UMB Health Savings Account
Bank/brokerage account
$1 - $1,000
Undeveloped Lot #1
Real property · EMR, LLC
$15,001 - $50,000
Undeveloped Lot #2
Real property · EMR, LLC
$15,001 - $50,000
Vanguard Cash Reserves Federal Money Market Fund
$1,000,000
VEU
Vanguard FTSE All World Ex US ETF · Exchange-traded fund · Baird Trust Company - Inherited Beneficiary IRA
$15,001 - $50,000
VEU
Vanguard FTSE All World Ex US ETF · Exchange-traded fund · Baird Trust Company - Roth IRA #2 SP
$1,001 - $15,000
VEU
Vanguard FTSE All World Ex US ETF · Exchange-traded fund · BNY Mellon Investment Management account
None
Warehouse Property
Real property
$250,000
[WU] Kimberly A Messmer, Inc.
Other liability · Spouse
$15,001 - $50,000
USHY
iShares Broad USD High Yield Corporate Bond ETF · Exchange-traded fund · Baird Trust Company - Inherited Beneficiary IRA
$1,001 - $15,000
IEFA
iShares Core MSCI EAFE ETF · Exchange-traded fund · Baird Trust Company - Inherited Beneficiary IRA
$15,001 - $50,000
IEFA
iShares Core MSCI EAFE ETF · Exchange-traded fund · Baird Trust Company - Roth IRA #2 SP
$1,001 - $15,000
IJR
iShares Core S&P Small-Cap ETF · Exchange-traded fund · Baird Trust Company - Roth IRA #1
$15,001 - $50,000
IJR
iShares Core S&P Small-Cap ETF · Exchange-traded fund · Baird Trust Company - Roth IRA #2 SP
$1,001 - $15,000
IWF
iShares Russell 1000 Growth ETF · Exchange-traded fund · Baird Trust Company - Roth IRA #1
$15,001 - $50,000
IWF
iShares Russell 1000 Growth Fund · Exchange-traded fund · Baird Trust Company - Inherited Beneficiary IRA
$15,001 - $50,000
IWR
iShares Russell Mid-Cap ETF · Exchange-traded fund · Baird Trust Company - Inherited Beneficiary IRA
$1,001 - $15,000
IWR
iShares Russell Mid-Cap ETF · Exchange-traded fund · Baird Trust Company - Roth IRA #1
$1,001 - $15,000
IWR
iShares Russell Mid-Cap ETF · Exchange-traded fund · Baird Trust Company - Roth IRA #2 SP
$1,001 - $15,000