Ann Wagner — 2025 financial disclosure
Amendment status is not available for House filings. A filing listed here may since have been amended.
House filings are read from the House Clerk's PDF. On a candidate or new-filer report the income amounts print in two columns — current year to filing, and preceding year — and neither is shown here, because neither is the reporting period; the source document linked on this page has both. A row marked parse_unreliable may be misread; the source document is authoritative for it.
| Report type | Annual |
| Filing year | 2025 |
| Chamber | house |
| Bank of America Checking Account (JT) | $50,001 - $100,000 · Interest · $1 - $200 |
| Capital Group EuroPacific Gr Tr CL U2 | $250,001 - $500,000 · Tax-Deferred |
| Fidelity Managed Income II III | $1,000,001 - $5,000,000 · Tax-Deferred |
| Vanguard Small-Cap Index Fund Insti Plus (VSCPX) | $50,001 - $100,000 · Tax-Deferred |
| Baird Short Term Bond Fund Institutional Class (BSBIX) | $15,001 - $50,000 · Tax-Deferred |
| EuroPacific Growth Fund - Class F-3 (FEUPX) | $15,001 - $50,000 · Tax-Deferred |
| Fidelity Money Market Fund: Premium Class (FZDXX) | $1,001 - $15,000 · Tax-Deferred |
| Fidelity Money Market Fund: Premium Class (FZDXX) | $1,001 - $15,000 · Tax-Deferred |
| Vanguard Large-Cap ETF (VV) | $15,001 - $50,000 · Tax-Deferred |
| Vanguard Mid-Cap ETF (VO) | $1,001 - $15,000 · Tax-Deferred |
| Vanguard Small-Cap ETF (VB) | $1,001 - $15,000 · Tax-Deferred |
| Baillie Gifford Emerging Market Fund- Institutional Class (BGEGX) | $1,001 - $15,000 · Tax-Deferred |
| Oakmark International Small Cap Fund Institutional Class (OANEX) | $1,001 - $15,000 · Tax-Deferred |
| Vanguard Short-Term Investment Grade Fund Admiral Shrs (VFSUX) | $50,001 - $100,000 · Tax-Deferred |
| Vanguard Value ETF (VTV) | $15,001 - $50,000 · Tax-Deferred |
| WCM Focused International Growth Fund Insti Cl (WCMIX) | $15,001 - $50,000 · Tax-Deferred |
| Bow River Capital Evergreen Fund Class I (EVERX) | $250,001 - $500,000 · Tax-Deferred |
| Carlyle Tactical Private Credit Fund N (TAKNX) | $100,001 - $250,000 · Tax-Deferred |
| Fidelity Cash Reserves (FDRXX) | $1,001 - $15,000 · Tax-Deferred |
| Oakmark International Small Cap Fund Institutional Class (OANEX) | $15,001 - $50,000 · Tax-Deferred |
| Vanguard Short-Term Investment Grade Fund Admiral Shrs (VFSUX) | $100,001 - $250,000 · Tax-Deferred |
| Vanguard Value ETF (VTV) | $50,001 - $100,000 · Tax-Deferred |
| Versus Capital Real Estate Fund LLC (VCMIX) | $15,001 - $50,000 · Tax-Deferred |
| Baillie Gifford Emerging Market Fund- Institutional Class (BGEGX) | $15,001 - $50,000 · Tax-Deferred |
| Dodge & Cox International Stock Fund - Class I (DODFX) | $50,001 - $100,000 · Tax-Deferred |
| Fidelity Cash Reserves (FDRXX) | $1,001 - $15,000 · Tax-Deferred |
| JPMorgan Mid Cap Value Fund Class L (FLMVX) | $1,001 - $15,000 · Tax-Deferred |
| Oakmark International Small Cap Fund Institutional Class (OANEX) | $15,001 - $50,000 · Tax-Deferred |
| Vanguard Growth ETF (VUG) | $50,001 - $100,000 · Tax-Deferred |
| Vanguard Mid-Cap Growth Index Fd Admiral (VMGMX) | $15,001 - $50,000 · Tax-Deferred |
| Vanguard Small-Cap Growth ETF (VBK) | $1,001 - $15,000 · Tax-Deferred |
| Vanguard Value ETF (VTV) | $15,001 - $50,000 · Tax-Deferred |
| WCM Focused International Growth Fund Insti Cl (WCMIX) | $15,001 - $50,000 · Tax-Deferred |
| William Blair Small Cap Value Fund Class I (ICSCX) | $15,001 - $50,000 · Tax-Deferred |
| American Beacon Intl Equity Fund Inst Class (AAIEX) | None · Capital Gains · $50,001 - $100,000 |
| American Beacon Stephens Small Cap Growth Fd Inst Cl (STSIX) | None · Capital Gains · $5,001 - $15,000 |
| American Expr Natl Bank CD | $250,001 - $500,000 · Interest · $5,001 - $15,000 |
| Ashwaubenon WI | $100,001 - $250,000 · Interest · $5,001 - $15,000 |
| ATHERTON MICH CMNTY SCH DIST GO UNLTD 4% 05/01/2026 TAX BLDG AND SITE BDS SER. 2020 I | $100,001 - $250,000 · Interest · $5,001 - $15,000 |
| Baillie Gifford Emerging Market Fund- Institutional Class (BGEGX) | $250,001 - $500,000 · Dividends · $5,001 - $15,000 |
| … | 82 more assets: every one is in the complete record on this filing's page |
The complete record
| party | Republican |
| state | MO |
| office | Representative, MO-02 |
| source | HOUSE_CLERK_FD |
| chamber | house |
| filing id | house-fd-10075727 |
| report url | https://disclosures-clerk.house.gov/public_disc/financial-pdfs/2025/10075727.pdf |
| scraped at | 2026-09-20T18:57:57.890Z |
| asset count | 122 |
| bioguide id | W000812 |
| filing date | 2026-05-13 |
| filing year | 2025 |
| member last | Wagner |
| member name | Ann Wagner |
| report type | Annual |
| member first | Ann |
| content parsed | true |
| report subtype | Annual Report |
| state district | 02 |
| liability count | 2 |
assets (122)
| owner | ticker | location | asset name | asset type | row number | description | income type | value range | income range | asset subtype |
|---|---|---|---|---|---|---|---|---|---|---|
| JT | — | — | Bank of America Checking Account (JT) | BA | 1 | — | Interest | $50,001 - $100,000 | $1 - $200 | — |
| SP | — | — | Capital Group EuroPacific Gr Tr CL U2 | HE | 2 | — | Tax-Deferred | $250,001 - $500,000 | — | — |
| SP | — | — | Fidelity Managed Income II III | HE | 3 | — | Tax-Deferred | $1,000,001 - $5,000,000 | — | — |
| SP | — | — | Vanguard Small-Cap Index Fund Insti Plus (VSCPX) | MF | 4 | — | Tax-Deferred | $50,001 - $100,000 | — | — |
| SP | — | — | Baird Short Term Bond Fund Institutional Class (BSBIX) | MF | 5 | — | Tax-Deferred | $15,001 - $50,000 | — | — |
| SP | — | — | EuroPacific Growth Fund - Class F-3 (FEUPX) | MF | 6 | — | Tax-Deferred | $15,001 - $50,000 | — | — |
| SP | — | — | Fidelity Money Market Fund: Premium Class (FZDXX) | MF | 7 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Fidelity Money Market Fund: Premium Class (FZDXX) | MF | 8 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| SP | — | — | Vanguard Large-Cap ETF (VV) | EF | 9 | — | Tax-Deferred | $15,001 - $50,000 | — | — |
| SP | — | — | Vanguard Mid-Cap ETF (VO) | EF | 10 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| SP | — | — | Vanguard Small-Cap ETF (VB) | EF | 11 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Baillie Gifford Emerging Market Fund- Institutional Class (BGEGX) | MF | 12 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Oakmark International Small Cap Fund Institutional Class (OANEX) | MF | 13 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Vanguard Short-Term Investment Grade Fund Admiral Shrs (VFSUX) | MF | 14 | — | Tax-Deferred | $50,001 - $100,000 | — | — |
| — | — | — | Vanguard Value ETF (VTV) | EF | 15 | — | Tax-Deferred | $15,001 - $50,000 | — | — |
| — | — | — | WCM Focused International Growth Fund Insti Cl (WCMIX) | MF | 16 | — | Tax-Deferred | $15,001 - $50,000 | — | — |
| — | — | — | Bow River Capital Evergreen Fund Class I (EVERX) | MF | 17 | — | Tax-Deferred | $250,001 - $500,000 | — | — |
| — | — | — | Carlyle Tactical Private Credit Fund N (TAKNX) | MF | 18 | — | Tax-Deferred | $100,001 - $250,000 | — | — |
| — | — | — | Fidelity Cash Reserves (FDRXX) | MF | 19 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Oakmark International Small Cap Fund Institutional Class (OANEX) | MF | 20 | — | Tax-Deferred | $15,001 - $50,000 | — | — |
| — | — | — | Vanguard Short-Term Investment Grade Fund Admiral Shrs (VFSUX) | MF | 21 | — | Tax-Deferred | $100,001 - $250,000 | — | — |
| — | — | — | Vanguard Value ETF (VTV) | EF | 22 | — | Tax-Deferred | $50,001 - $100,000 | — | — |
| — | — | — | Versus Capital Real Estate Fund LLC (VCMIX) | MF | 23 | — | Tax-Deferred | $15,001 - $50,000 | — | — |
| SP | — | — | Baillie Gifford Emerging Market Fund- Institutional Class (BGEGX) | MF | 24 | — | Tax-Deferred | $15,001 - $50,000 | — | — |
| SP | — | — | Dodge & Cox International Stock Fund - Class I (DODFX) | MF | 25 | — | Tax-Deferred | $50,001 - $100,000 | — | — |
| SP | — | — | Fidelity Cash Reserves (FDRXX) | MF | 26 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| SP | — | — | JPMorgan Mid Cap Value Fund Class L (FLMVX) | MF | 27 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| SP | — | — | Oakmark International Small Cap Fund Institutional Class (OANEX) | MF | 28 | — | Tax-Deferred | $15,001 - $50,000 | — | — |
| SP | — | — | Vanguard Growth ETF (VUG) | EF | 29 | — | Tax-Deferred | $50,001 - $100,000 | — | — |
| SP | — | — | Vanguard Mid-Cap Growth Index Fd Admiral (VMGMX) | MF | 30 | — | Tax-Deferred | $15,001 - $50,000 | — | — |
| SP | — | — | Vanguard Small-Cap Growth ETF (VBK) | EF | 31 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| SP | — | — | Vanguard Value ETF (VTV) | EF | 32 | — | Tax-Deferred | $15,001 - $50,000 | — | — |
| SP | — | — | WCM Focused International Growth Fund Insti Cl (WCMIX) | MF | 33 | — | Tax-Deferred | $15,001 - $50,000 | — | — |
| SP | — | — | William Blair Small Cap Value Fund Class I (ICSCX) | MF | 34 | — | Tax-Deferred | $15,001 - $50,000 | — | — |
| JT | — | — | American Beacon Intl Equity Fund Inst Class (AAIEX) | MF | 35 | — | Capital Gains | None | $50,001 - $100,000 | — |
| JT | — | — | American Beacon Stephens Small Cap Growth Fd Inst Cl (STSIX) | MF | 36 | — | Capital Gains | None | $5,001 - $15,000 | — |
| JT | — | — | American Expr Natl Bank CD | GS | 37 | — | Interest | $250,001 - $500,000 | $5,001 - $15,000 | — |
| JT | — | — | Ashwaubenon WI | GS | 38 | — | Interest | $100,001 - $250,000 | $5,001 - $15,000 | — |
| JT | — | — | ATHERTON MICH CMNTY SCH DIST GO UNLTD 4% 05/01/2026 TAX BLDG AND SITE BDS SER. 2020 I | GS | 39 | — | Interest | $100,001 - $250,000 | $5,001 - $15,000 | — |
| JT | — | — | Baillie Gifford Emerging Market Fund- Institutional Class (BGEGX) | MF | 40 | — | Dividends | $250,001 - $500,000 | $5,001 - $15,000 | — |
| JT | — | Saint Charles, MO, US | Baldwin Land Company | RP | 41 | For the purposes of farming and farming-related activities. | None | $100,001 - $250,000 | — | — |
| JT | — | — | BMO Harris Bank CD FDIC INS | GS | 42 | — | Interest | $100,001 - $250,000 | $5,001 - $15,000 | — |
| JT | — | — | CARMEL IND 2002 SCH BLDG CORP FIRST MTG 5% 01/15/2025 BDS SER. 2020 | GS | 43 | — | Interest | None | $5,001 - $15,000 | — |
| JT | — | — | Cash Reserves | BA | 44 | — | None | $100,001 - $250,000 | — | — |
| JT | — | — | Causeway International Value Fund - Institutional Class (CIVIX) | MF | 45 | — | Capital Gains, Dividends | $250,001 - $500,000 | $15,001 - $50,000 | — |
| JT | — | — | CENTRE CNTY PA HOSP AUTH REV HOSP REV 5% 11/15/2046 BDS MT NITTANYMED | GS | 46 | — | Interest | None | $5,001 - $15,000 | — |
| JT | — | — | Cohen & Steers International Realty Fund Class I (IRFIX) | MF | 47 | — | Dividends | $50,001 - $100,000 | $5,001 - $15,000 | — |
| JT | — | — | COLORADO ST BRD CMNTY COLLEGES 3% 11/01/2026 &OCCUPATIONAL ED REV REV REF BDS SER. 2012-A | GS | 48 | — | Interest | $15,001 - $50,000 | $1,001 - $2,500 | — |
| JT | — | — | Connecticut St 3.31% | GS | 49 | — | Interest | $100,001 - $250,000 | $5,001 - $15,000 | — |
| JT | — | — | Dallas TX ISD 5.00% 2/15/2031 | GS | 50 | — | Interest | $100,001 - $250,000 | $2,501 - $5,000 | — |
| JT | — | — | Dodge & Cox International Stock Fund - Class I (DODFX) | MF | 51 | — | Capital Gains, Dividends | $250,001 - $500,000 | $5,001 - $15,000 | — |
| JT | — | — | Dodge & Cox Stock Fund - Class I (DODGX) | MF | 52 | — | Capital Gains, Dividends | $500,001 - $1,000,000 | $50,001 - $100,000 | — |
| JT | — | — | DORT FINL CREDIT 4.4% | GS | 53 | — | Interest | $100,001 - $250,000 | $5,001 - $15,000 | — |
| JT | — | — | Fidelity Money Market Fund: Premium Class (FZDXX) | MF | 54 | — | Dividends | $250,001 - $500,000 | $5,001 - $15,000 | — |
| JT | — | — | Floyd County IN 4.00% 12/30/2031 | GS | 55 | — | Interest | $100,001 - $250,000 | None | — |
| JT | — | — | Fort Dodge IA GO Corp Purp Bds | GS | 56 | — | Interest | $100,001 - $250,000 | $5,001 - $15,000 | — |
| JT | — | — | FORT WAYNE IND REDEV AUTH LEASE RENT REV 5% 08/01/2026 REV REF BDS HARRISON SQUARE PROJ SER. 2014 | GS | 57 | — | Interest | $15,001 - $50,000 | $1,001 - $2,500 | — |
| JT | — | — | Fremont IN Cmnty Schs Gen Oblig Bds 4.00% 1/15/2032 | GS | 58 | — | Interest | $100,001 - $250,000 | None | — |
| JT | — | — | Goldman Sachs Emerging Mkts Equity Insight Fd Inst (GERIX) | MF | 59 | — | Dividends | $100,001 - $250,000 | $5,001 - $15,000 | — |
| JT | — | — | Harding Loevner Institutional Emerging Markets Portfolio Institutional Class (HLMEX) | MF | 60 | — | Capital Gains | None | $15,001 - $50,000 | — |
| JT | — | — | iShares MSCI EAFE Small-Cap ETF (SCZ) | EF | 61 | — | Dividends | $250,001 - $500,000 | $5,001 - $15,000 | — |
| JT | — | — | Johnson City TN 5.00% 6/1/2031 | GS | 62 | — | Interest | $100,001 - $250,000 | $5,001 - $15,000 | — |
| JT | — | — | JPMorgan Mid Cap Value Fund Class L (FLMVX) | MF | 63 | — | Capital Gains, Dividends | $250,001 - $500,000 | $50,001 - $100,000 | — |
| JT | — | — | LA PORTE IND MULTI SCH BLDG CORP AD 3% 07/15/2025 VALOREM PPTY TAX FIRST MTG BDS SER. 2017 A | GS | 64 | — | Interest | None | $1,001 - $2,500 | — |
| JT | — | — | Logan Rogersville MO Reorg No R 08 Sch 4.00% 3/1/2033 | GS | 65 | — | Dividends | $100,001 - $250,000 | None | — |
| JT | — | — | Macquarie Mid Cap Growth Fund Institutional (IYMIX) | MF | 66 | — | Capital Gains | None | $2,501 - $5,000 | — |
| JT | — | — | MARION IOWA GO CORP PURP BDS SER. 2017A 2% 06/01/2025 | GS | 67 | — | Interest | None | $201 - $1,000 | — |
| JT | — | — | New York NY 1.216% | GS | 68 | — | Interest | $100,001 - $250,000 | $2,501 - $5,000 | — |
| JT | — | — | Oakmark International Small Cap Fund Institutional Class (OANEX) | MF | 69 | — | Capital Gains, Dividends | $100,001 - $250,000 | $5,001 - $15,000 | — |
| JT | — | — | Orlando FL Utils | GS | 70 | — | Interest | $100,001 - $250,000 | $5,001 - $15,000 | — |
| JT | — | — | PARTNERS GROUP PRIVATE EQUITY MASTER FD LLC UNIT CL I | HE | 71 | — | Capital Gains, Dividends | $250,001 - $500,000 | $5,001 - $15,000 | — |
| JT | — | — | Pecos Barstow Toyah TX Indpt 4% 02/15/30 | GS | 72 | — | Interest | $100,001 - $250,000 | $2,501 - $5,000 | — |
| JT | — | — | PUTNAM CNTY TENN GO SCH REF BDS SER. 5% 04/01/2025 2017 | GS | 73 | — | Interest | None | $15,001 - $50,000 | — |
| JT | — | — | Putnam County Fla Sch Dist | GS | 74 | — | Interest | $100,001 - $250,000 | $5,001 - $15,000 | — |
| JT | — | — | Redwood Area Schs M 5%30 Go Utx Due 2/1/2030 | GS | 75 | — | Interest | $100,001 - $250,000 | $5,001 - $15,000 | — |
| JT | — | — | ROCKETT TEX SPL UTIL DIST WTR SYS REV REV 3% 07/10/2025 REF BDS SER. 2017 | GS | 76 | — | Interest | None | $1,001 - $2,500 | — |
| JT | — | — | SOUTH MADISON IND CMNTY SCH CORP GO 4% 07/15/2029 BDS SER. 2023 | GS | 77 | — | Interest | $100,001 - $250,000 | $2,501 - $5,000 | — |
| JT | — | — | Stone Ridge Reinsurance Risk Premium Interval Fund (SRRIX) | MF | 78 | — | Dividends | $250,001 - $500,000 | $50,001 - $100,000 | — |
| JT | — | — | Synchrony Bank 4.9% | GS | 79 | — | Interest | $100,001 - $250,000 | $5,001 - $15,000 | — |
| JT | — | — | T. Rowe Price Integrated U.S. Small-Cap Growth Equity Fund - Class I (TQAIX) | MF | 80 | — | Capital Gains | None | $50,001 - $100,000 | — |
| JT | — | — | T. Rowe Price Large-Cap Growth Fund Class I (TRLGX) | MF | 81 | — | Capital Gains | None | $15,001 - $50,000 | — |
| JT | — | — | Teays Valley OH 5.00% 12/1/2033 | GS | 82 | — | Interest | $100,001 - $250,000 | None | — |
| JT | — | — | TEXAS ST UNIV SYS FING REV REV AND REF 5% 03/15/2025 BDS SER. 2017 A | GS | 83 | — | Interest | None | $5,001 - $15,000 | — |
| JT | — | — | UNIV WA 2.211% 27 PUB EDUC | GS | 84 | — | Interest | $100,001 - $250,000 | $2,501 - $5,000 | — |
| JT | — | — | Vanguard Growth ETF (VUG) | EF | 85 | — | Dividends | $1,000,001 - $5,000,000 | $5,001 - $15,000 | — |
| JT | — | — | Vanguard Large-Cap ETF (VV) | EF | 86 | — | Dividends | $250,001 - $500,000 | $2,501 - $5,000 | — |
| JT | — | — | Vanguard Mid-Cap Growth ETF (VOT) | EF | 87 | — | Dividends | $500,001 - $1,000,000 | $2,501 - $5,000 | — |
| JT | — | — | Vanguard Mid-Cap Growth Index Fd Admiral (VMGMX) | MF | 88 | — | Dividends | $100,001 - $250,000 | $201 - $1,000 | — |
| JT | — | — | Vanguard Mid-Cap Value ETF (VOE) | EF | 89 | — | Dividends | $250,001 - $500,000 | $5,001 - $15,000 | — |
| JT | — | — | Vanguard Real Estate ETF (VNQ) | EF | 90 | — | Dividends | $100,001 - $250,000 | $2,501 - $5,000 | — |
| JT | — | — | Vanguard Small-Cap Growth ETF (VBK) | EF | 91 | — | Capital Gains, Dividends | $250,001 - $500,000 | $50,001 - $100,000 | — |
| JT | — | — | Vanguard Small-Cap Value ETF (VBR) | EF | 92 | — | Dividends | $15,001 - $50,000 | $201 - $1,000 | — |
| JT | — | — | Vanguard Ultra-Short-Term Tax-Exempt Fund Admiral Shares (VWSUX) | MF | 93 | — | Dividends | $100,001 - $250,000 | $2,501 - $5,000 | — |
| JT | — | — | Vanguard Value ETF (VTV) | EF | 94 | — | Dividends | $1,000,001 - $5,000,000 | $15,001 - $50,000 | — |
| JT | — | — | Versus Capital Multi-Manager Real Estate Income Fund LLC Class I Shares (VCMIX) | MF | 95 | — | Dividends | $250,001 - $500,000 | $5,001 - $15,000 | — |
| JT | — | — | Washington Subn San Dist MD 4.00% 12/1/2032 | GS | 96 | — | Interest | $100,001 - $250,000 | $5,001 - $15,000 | — |
| JT | — | — | WCM Focused International Growth Fund Insti Cl (WCMIX) | MF | 97 | — | Capital Gains, Dividends | $250,001 - $500,000 | $15,001 - $50,000 | — |
| JT | — | — | William Blair Small Cap Value Fund Class I (ICSCX) | MF | 98 | — | Capital Gains, Dividends | $250,001 - $500,000 | $15,001 - $50,000 | — |
| JT | — | — | Wm. Blair Funds International Growth Fund Cl I (BIGIX) | MF | 99 | — | Capital Gains | $250,001 - $500,000 | $15,001 - $50,000 | — |
| JT | — | MO | Vanguard Growth Portfolio | 5F | 100 | — | Tax-Deferred | $15,001 - $50,000 | — | — |
| JT | — | MO | Vanguard Moderate Growth Portfolio | 5F | 101 | — | Tax-Deferred | $250,001 - $500,000 | — | — |
| SP | — | — | National Life insurance of Vermont | WU | 102 | — | Dividends | $15,001 - $50,000 | $1 - $200 | — |
| SP | — | — | Whole Life (65 Life #1-#5) | WU | 103 | — | None | $50,001 - $100,000 | — | — |
| SP | — | — | 65 Life | WU | 104 | Policy transferred to adult child. | None | None | — | — |
| SP | — | — | Whole Life (90 Life - #1) | WU | 105 | — | None | $50,001 - $100,000 | — | — |
| SP | — | — | Whole Life (90 Life - #2) | WU | 106 | — | None | $50,001 - $100,000 | — | — |
| SP | — | — | Whole Life (90 Life - #3) | WU | 107 | — | None | $100,001 - $250,000 | — | — |
| — | — | — | Whole Life (90 Life) | WU | 108 | — | None | $50,001 - $100,000 | — | — |
| — | — | — | Whole Life (Extraordinary Life) | WU | 109 | — | None | $50,001 - $100,000 | — | — |
| SP | — | — | Whole Life (Select 100 - #1) | WU | 110 | — | None | $50,001 - $100,000 | — | — |
| SP | — | — | Whole Life (Select 100 - #2) | WU | 111 | — | None | $100,001 - $250,000 | — | — |
| SP | — | — | Whole Life (Select 100 - #3) | WU | 112 | — | None | $100,001 - $250,000 | — | — |
| SP | — | — | Index 400 Stock | WU | 113 | — | Dividends | $1,001 - $15,000 | $1 - $200 | — |
| SP | — | — | International Equity (MSA/Franklin) | WU | 114 | — | Dividends | $15,001 - $50,000 | $201 - $1,000 | — |
| SP | — | — | Large Cap Core (MSA) | WU | 115 | — | Dividends | $15,001 - $50,000 | $201 - $1,000 | — |
| SP | — | — | Russell Core Bond | WU | 116 | — | Dividends | $1,001 - $15,000 | $1 - $200 | — |
| SP | — | — | Russell Global Real Estate | WU | 117 | — | Dividends | $1,001 - $15,000 | $1 - $200 | — |
| SP | — | — | Russell Multi-Style Equity | WU | 118 | — | Dividends | $50,001 - $100,000 | $201 - $1,000 | — |
| SP | — | — | Russell Non-US | WU | 119 | — | Dividends | $15,001 - $50,000 | $201 - $1,000 | — |
| SP | — | — | Select Bond (MSA) | WU | 120 | — | Dividends | $1,001 - $15,000 | $1 - $200 | — |
| SP | — | — | Small Cap Growth Stock (MSA) | WU | 121 | — | Dividends | $1,001 - $15,000 | $1 - $200 | — |
| JT | — | Breckenridge, CO, US | Rental Timeshare - Breckenridge, CO | RP | 122 | — | None | $50,001 - $100,000 | — | — |
liabilities (2)
| debtor | comment | creditor | incurred | location | rate term | row number | amount range | liability type |
|---|---|---|---|---|---|---|---|---|
| JT | — | American Express | December 2025 | — | — | 1 | $15,001 - $50,000 | Revolving Credit Card |
| JT | — | JPMorgan Chase Bank | February 2022 | — | — | 2 | $1,000,001 - $5,000,000 | Personal Mortgage Liability, Chesterfield, MO |