40 assets, filed Aug 5, 2026 (FD Amendment).
A
Agilent Technologies, Inc. Common Stock · Stock (public)
$1,001 - $15,000
Allergy and Asthma Consultants, 100% Interest
Other liability · Spouse
$1,000,001 - $5,000,000
AMZN
Amazon.com, Inc. - Common Stock · Stock (public) · RFO and AKO Trust - Schwab private acct
$15,001 - $50,000
AMZN
Amazon.com, Inc. - Common Stock · Stock (public) · Schwab SEP
$15,001 - $50,000
AEE
Ameren Corporation Common Stock · Stock (public)
$100,000
FBAFX
American Balanced Fund - Class 529-F-2 · Mutual fund
$250,000
American Funds 2025 Target Date - Class R2E (RBEDX)
$5,000,000
Ameriprise Financial Money Market
Bank/brokerage account · Joint
$15,001 - $50,000
AMP
Ameriprise Financial, Inc. Common Stock · Stock (public) · Edward Jones Acct
$15,001 - $50,000
AMGN
Amgen Inc. - Common Stock · Stock (public) · Edward Jones Acct
$1,001 - $15,000
Ballas Pointe Properties, LLC - office building
Real property
$5,000,000
Cash - Charles Schwab Bank
Bank/brokerage account · RFO and AKO Trust - Schwab private acct
$15,001 - $50,000
Charles Schwab Cash Account
Bank/brokerage account
$250,000
CMCSA
Comcast Corporation - Class A Common Stock · Stock (public) · Edward Jones Acct
$15,001 - $50,000
EBBGF
ENBRIDGE CUM PREF SR 1 · Stock (public) · Edward Jones Acct
$1,001 - $15,000
GE
GE Aerospace Common Stock · Stock (public) · Edward Jones Acct
$1,001 - $15,000
GEV
GE Vernova Inc. Common Stock · Stock (public) · Edward Jones Acct
$1,001 - $15,000
GEO
Geo Group Inc · Stock (public) · Schwab SEP
$1,001 - $15,000
HPE
Hewlett Packard Enterprise Company Common Stock · Stock (public) · Edward Jones Acct
$15,001 - $50,000
KEYS
Keysight Technologies Inc. Common Stock · Stock (public) · Edward Jones Acct
$1,001 - $15,000
MRK
Merck & Company, Inc. Common Stock · Stock (public)
$100,000
META
Meta Platforms, Inc. - Class A Common Stock · Stock (public)
$100,000
MSFT
Microsoft Corporation - Common Stock · Stock (public)
$250,000
Midwest Clinical Research, LLC, 100% Interest
Other liability · Spouse
$1,000,001 - $5,000,000
GLD
SPDR Gold Trust · Exchange-traded fund
$250,000
Schwab Small-Cap Index Fund-Select Shares (SWSSX)
$100,000
SR
Spire Inc. Common Stock · Stock (public)
$100,000
US Bank Account
Bank/brokerage account · Joint
$15,001 - $50,000
Vanguard Cash Reserves Federal Money Market Fund
$100,000
Vanguard Cash Reserves Federal Money Market Fund
$100,000
Vanguard Federal Money Market Fund
Bank/brokerage account
$250,000
Vanguard Real Estate Index Fund Admiral Shares (VGSLX)
$500,000
VCSH
Vanguard Short-Term Corporate Bond ETF · Exchange-traded fund
$250,000
VGSH
Vanguard Short-Term Treasury ETF · Exchange-traded fund
$250,000
BND
Vanguard Total Bond Market ETF · Exchange-traded fund · Schwab SEP
$15,001 - $50,000
VXUS
Vanguard Total International Stock ETF · Exchange-traded fund · Schwab SEP
$15,001 - $50,000
Vanguard Total International Stock Index Fd Admiral
$1,000,000
VTI
Vanguard Total Stock Market ETF · Exchange-traded fund
$5,000,000
Vanguard Total Stock Market Index Fd Admiral Shs
$5,000,000
VSNT
Versant Media Group, Inc. - Class A Common Stock · Stock (public) · Edward Jones Acct
$15,001 - $50,000