9 assets, filed Aug 6, 2026 (FD Amendment).
AMRMX
American Mutual Fund Class A Shares · Mutual fund
$1,001 - $15,000
AAPL
Apple Inc. - Common Stock · Stock (public)
$15,001 - $50,000
Chase Savings Account
Bank/brokerage account · Joint
$1,001 - $15,000
Lifecycle Index Fund 2040 - Institutional Class
Private equity fund · Spouse
$100,001 - $250,000
Maquoketa State Bank Account
Bank/brokerage account · Spouse
$50,001 - $100,000
META
Meta Platforms, Inc. - Class A Common Stock · Stock (public)
$50,001 - $100,000
TCH Cash Balance Pension Plan
DB · Spouse
$50,001 - $100,000
USAA Bank Account
Bank/brokerage account
$15,001 - $50,000
Vanguard Target Ret 2045
Private equity fund · Spouse
$250,001 - $500,000