21 assets, filed Jul 15, 2026 (FD Amendment).
CAIE
Calamos Autocallable Income ETF · Exchange-traded fund · Joint
$1 - $1,000
PIPNX
Class (PTIAX) [MF] PIMCO Income Fund Class I-3 · Mutual fund · Joint
$15,001 - $50,000
Columbia Seligman Global Technology Fund Class I2 (SGTTX)
· Joint
$15,001 - $50,000
GSIMX
Fund Institutional Shares (GSIMX) [MF] Invesco Exchange Traded Fd Tr S&P 500 Garp Eft · IRA holding · Joint
$15,001 - $50,000
Goldman Sachs GQG Partners International Opportunities
· Joint
$15,001 - $50,000
QQQM
Invesco NASDAQ 100 ETF · Exchange-traded fund · Joint
$15,001 - $50,000
RSP
Invesco S&P 500 Equal Weight ETF · Exchange-traded fund · Spouse
$1,001 - $15,000
JMGRX
Janus Henderson Enterprise Fund - I Shares · Mutual fund · Joint
$15,001 - $50,000
SNTH
MRP SynthEquity ETF · Exchange-traded fund · Joint
$15,001 - $50,000
One Oak Farm, 100% Interest
Farm · Joint
$1,000,001 - $5,000,000
Pacer US Cash Cows 100 ETF
Exchange-traded fund · Joint
$1 - $1,000
Performance Trust Total Return Bond Fund-Institutional
· Spouse
$15,001 - $50,000
Schwab Prime Advantage M
IRA holding · Joint
$15,001 - $50,000
SCHD
Schwab US Dividend Equity ETF · Exchange-traded fund · Joint
$1,001 - $15,000
Scott and Lisa Fitzgerald
Real property · Joint
$250,001 - $500,000
Scott and Lisa Fitzgerald
Real property · Joint
$250,001 - $500,000
VUG
Vanguard Growth ETF · Exchange-traded fund · Joint
$1 - $1,000
VOO
Vanguard S&P 500 ETF · Exchange-traded fund · Joint
$100,001 - $250,000
VFLO
VictoryShares Free Cash Flow ETF · Exchange-traded fund · Joint
$15,001 - $50,000
DBEF
Xtrackers MSCI EAFE Hedged Equity ETF · Exchange-traded fund · Joint
$1,001 - $15,000
[MF] Dry Head Ranch, 100% Interest
Farm · Joint
$1,000,001 - $5,000,000