| owner | ticker | location | asset name | asset type | row number | description | income type | value range | income range | asset subtype |
|---|
| Joint | — | — | Merrill Lynch | Brokerage/Managed Account | 1 | — | — | -- | — | — |
| Joint | — | — | AAPL - Apple Inc | Corporate Securities | 1.1 | — | Dividends, Capital Gains | $50,001 - $100,000 | $5,001 - $15,000 | Stock |
| Joint | — | — | ABBV - Abbvie Inc | Corporate Securities | 1.2 | — | Dividends, Capital Gains | $1,001 - $15,000 | $201 - $1,000 | Stock |
| Joint | — | — | AEM - Agnico-Eagle Mines Ltd | Corporate Securities | 1.3 | — | Dividends, Capital Gains | $1,001 - $15,000 | $1,001 - $2,500 | Stock |
| Joint | — | — | AMZN - Amazon.com Inc | Corporate Securities | 1.4 | — | Dividends, Capital Gains | $15,001 - $50,000 | $1,001 - $2,500 | Stock |
| Joint | — | — | APH - Amphenol Corp | Corporate Securities | 1.5 | — | Dividends, Capital Gains | $1,001 - $15,000 | $2,501 - $5,000 | Stock |
| Joint | — | — | APP - Applovin Corporation - Class A Common Stock | Corporate Securities | 1.6 | — | Capital Gains | $1,001 - $15,000 | $2,501 - $5,000 | Stock |
| Joint | — | — | AVGO - Broadcom Inc. - Common Stock | Corporate Securities | 1.7 | — | Dividends, Capital Gains | $15,001 - $50,000 | $5,001 - $15,000 | Stock |
| Joint | — | — | AXON - Axon Enterprise, Inc. - Common Stock | Corporate Securities | 1.8 | — | None | $1,001 - $15,000 | None (or less than $201) | Stock |
| Joint | — | — | AZN - Astrazeneca PLC Common Stock | Corporate Securities | 1.9 | — | None | $1,001 - $15,000 | None (or less than $201) | Stock |
| Joint | — | — | BA - Boeing Company | Corporate Securities | 1.10 | — | None | $1,001 - $15,000 | None (or less than $201) | Stock |
| Joint | — | — | BK - Bank of New York Mellon Corp | Corporate Securities | 1.11 | — | None | $1,001 - $15,000 | None (or less than $201) | Stock |
| Joint | — | — | BLD - Topbuild Corp | Corporate Securities | 1.12 | — | Capital Gains | $1,001 - $15,000 | $201 - $1,000 | Stock |
| Joint | — | — | BLK - Blackrock Inc | Corporate Securities | 1.13 | — | Dividends, Capital Gains | $1,001 - $15,000 | $201 - $1,000 | Stock |
| Joint | — | — | BSX - Boston Scientific Corp | Corporate Securities | 1.14 | — | Capital Gains | $1,001 - $15,000 | $2,501 - $5,000 | Stock |
| Joint | — | — | CEG - Constellation Energy Corp | Corporate Securities | 1.15 | — | Dividends, Capital Gains | $1,001 - $15,000 | $201 - $1,000 | Stock |
| Joint | — | — | COP - ConocoPhillips Common Stock | Corporate Securities | 1.16 | — | Dividends, Capital Gains | None (or less than $1,001) | $201 - $1,000 | Stock |
| Joint | — | — | COR - Cencora Inc | Corporate Securities | 1.17 | — | None | $1,001 - $15,000 | None (or less than $201) | Stock |
| Joint | — | — | COST - Costco Wholesale | Corporate Securities | 1.18 | — | Dividends, Capital Gains | $15,001 - $50,000 | $1,001 - $2,500 | Stock |
| Joint | — | — | DG - Dollar General Corp | Corporate Securities | 1.19 | — | Dividends, Capital Gains | $1,001 - $15,000 | $201 - $1,000 | Stock |
| Joint | — | — | ETR - Entergy Corp | Corporate Securities | 1.20 | — | Dividends, Capital Gains | $1,001 - $15,000 | $201 - $1,000 | Stock |
| Joint | — | — | GD - General Dynamics Corp | Corporate Securities | 1.21 | — | Dividends, Capital Gains | None (or less than $1,001) | $1,001 - $2,500 | Stock |
| Joint | — | — | GEV - Ge Vernova Inc | Corporate Securities | 1.22 | — | Dividends, Capital Gains | $1,001 - $15,000 | $2,501 - $5,000 | Stock |
| Joint | — | — | GOOGL - Alphabet Inc. - Class A Common Stock | Corporate Securities | 1.23 | — | Dividends, Capital Gains | $15,001 - $50,000 | $5,001 - $15,000 | Stock |
| Joint | — | — | GS - Goldman Sachs Group, Inc. (The) Common Stock | Corporate Securities | 1.24 | — | None | $1,001 - $15,000 | None (or less than $201) | Stock |
| Joint | — | — | HD - Home Depot | Corporate Securities | 1.25 | — | None | $1,001 - $15,000 | None (or less than $201) | Stock |
| Joint | — | — | HLT - Hilton Worldwide Holdings Inc. Common Stock | Corporate Securities | 1.26 | — | Dividends, Capital Gains | $1,001 - $15,000 | $201 - $1,000 | Stock |
| Joint | — | — | HWM - Howmet Aerospace Inc | Corporate Securities | 1.27 | — | Dividends, Capital Gains | $1,001 - $15,000 | $1,001 - $2,500 | Stock |
| Joint | — | — | ICE - Intercontinental Exchange | Corporate Securities | 1.28 | — | None | None (or less than $1,001) | None (or less than $201) | Stock |
| Joint | — | — | ISRG - Intuitive Surgical, Inc. - Common Stock | Corporate Securities | 1.29 | — | Capital Gains | $1,001 - $15,000 | $1,001 - $2,500 | Stock |
| Joint | — | — | JCI - Johnson Controls Intl | Corporate Securities | 1.30 | — | Capital Gains | $1,001 - $15,000 | $201 - $1,000 | Stock |
| Joint | — | — | JPM - JP Morgan Chase & Company | Corporate Securities | 1.31 | — | Dividends, Capital Gains | $1,001 - $15,000 | $201 - $1,000 | Stock |
| Joint | — | — | LIN - Linde Plc | Corporate Securities | 1.32 | — | None | $1,001 - $15,000 | None (or less than $201) | Stock |
| Joint | — | — | LLY - Eli Lilly and Company | Corporate Securities | 1.33 | — | Dividends, Capital Gains | $15,001 - $50,000 | $2,501 - $5,000 | Stock |
| Joint | — | — | LNG - Cheniere Energy | Corporate Securities | 1.34 | — | Dividends, Capital Gains | None (or less than $1,001) | $1,001 - $2,500 | Stock |
| Joint | — | — | LYV - Live Nation Entertainment | Corporate Securities | 1.35 | — | None | $1,001 - $15,000 | None (or less than $201) | Stock |
| Joint | — | — | MA - Mastercard Inc | Corporate Securities | 1.36 | — | Dividends, Capital Gains | $1,001 - $15,000 | $201 - $1,000 | Stock |
| Joint | — | — | META - Meta Platforms Inc | Corporate Securities | 1.37 | — | Dividends, Capital Gains | $15,001 - $50,000 | $5,001 - $15,000 | Stock |
| Joint | — | — | MLM - Martin Marietta Materials | Corporate Securities | 1.38 | — | None | $1,001 - $15,000 | None (or less than $201) | Stock |
| Joint | — | — | MSFT - Microsoft Corp | Corporate Securities | 1.39 | — | Dividends, Capital Gains | $50,001 - $100,000 | $2,501 - $5,000 | Stock |
| Joint | — | — | NFLX - Netflix Inc | Corporate Securities | 1.40 | — | Capital Gains | $1,001 - $15,000 | $1,001 - $2,500 | Stock |
| Joint | — | — | NOW - Servicenow Inc | Corporate Securities | 1.41 | — | Capital Gains | None (or less than $1,001) | $2,501 - $5,000 | Stock |
| Joint | — | — | NVDA - Nvidia Corp | Corporate Securities | 1.42 | — | Dividends, Capital Gains | $50,001 - $100,000 | $15,001 - $50,000 | Stock |
| Joint | — | — | ORCL - Oracle Corporation Common Stock | Corporate Securities | 1.43 | — | Dividends, Capital Gains | None (or less than $1,001) | $1,001 - $2,500 | Stock |
| Joint | — | — | PANW - Palo Alto Networks Inc | Corporate Securities | 1.44 | — | None | $1,001 - $15,000 | None (or less than $201) | Stock |
| Joint | — | — | PG - Procter & Gamble Company | Corporate Securities | 1.45 | — | Dividends, Capital Gains | $1,001 - $15,000 | $201 - $1,000 | Stock |
| Joint | — | — | PGR - Progressive Corporation (The) Common Stock | Corporate Securities | 1.46 | — | Dividends, Capital Gains | $1,001 - $15,000 | $2,501 - $5,000 | Stock |
| Joint | — | — | PH - Parker-Hannifin Corp | Corporate Securities | 1.47 | — | Dividends, Capital Gains | $1,001 - $15,000 | $1,001 - $2,500 | Stock |
| Joint | — | — | RACE - Ferrari N.V. | Corporate Securities | 1.48 | — | Capital Gains | None (or less than $1,001) | $1,001 - $2,500 | Stock |
| Joint | — | — | ROST - Ross Stores Inc | Corporate Securities | 1.49 | — | Dividends, Capital Gains | $1,001 - $15,000 | $201 - $1,000 | Stock |
| Joint | — | — | SAP - SAP SE | Corporate Securities | 1.50 | — | None | $1,001 - $15,000 | None (or less than $201) | Stock |
| Joint | — | — | SFM - Sprouts Farmers Market | Corporate Securities | 1.51 | — | None | None (or less than $1,001) | None (or less than $201) | Stock |
| Joint | — | — | SNOW - Snowflake Inc. Common Stock | Corporate Securities | 1.52 | — | None | $1,001 - $15,000 | None (or less than $201) | Stock |
| Joint | — | — | SPGI - S&P Global Inc | Corporate Securities | 1.53 | — | Dividends, Capital Gains | $1,001 - $15,000 | $1,001 - $2,500 | Stock |
| Joint | — | — | SPOT - Spotify Technology S.A. | Corporate Securities | 1.54 | — | None | $1,001 - $15,000 | None (or less than $201) | Stock |
| Joint | — | — | TJX - TJX Companies | Corporate Securities | 1.55 | — | Dividends, Capital Gains | $1,001 - $15,000 | $201 - $1,000 | Stock |
| Joint | — | — | TMUS - T-Mobile US | Corporate Securities | 1.56 | — | Capital Gains | None (or less than $1,001) | $1,001 - $2,500 | Stock |
| Joint | — | — | TSLA - Tesla Inc | Corporate Securities | 1.57 | — | Capital Gains | $1,001 - $15,000 | $2,501 - $5,000 | Stock |
| Joint | — | — | TTWO - Take-Two Interactive | Corporate Securities | 1.58 | — | Capital Gains | $1,001 - $15,000 | $1,001 - $2,500 | Stock |
| Joint | — | — | UBER - Uber Technologies Inc | Corporate Securities | 1.59 | — | None | $1,001 - $15,000 | None (or less than $201) | Stock |
| Joint | — | — | UNP - Union Pacific Corp | Corporate Securities | 1.60 | — | None | $1,001 - $15,000 | None (or less than $201) | Stock |
| Joint | — | — | V - Visa Inc | Corporate Securities | 1.61 | — | Dividends, Capital Gains | $1,001 - $15,000 | $1,001 - $2,500 | Stock |
| Joint | — | — | VZ - Verizon Communications Inc | Corporate Securities | 1.62 | — | Dividends | $1,001 - $15,000 | $201 - $1,000 | Stock |
| Joint | — | — | WDAY - Workday Inc | Corporate Securities | 1.63 | — | None | None (or less than $1,001) | None (or less than $201) | Stock |
| Joint | — | — | WDC - Western Digital Corp | Corporate Securities | 1.64 | — | Dividends, Capital Gains | $1,001 - $15,000 | $5,001 - $15,000 | Stock |
| Joint | — | — | WELL - Welltower Inc | Corporate Securities | 1.65 | — | Dividends, Capital Gains | $1,001 - $15,000 | $1,001 - $2,500 | Stock |
| Joint | — | — | WMT - Walmart Inc | Corporate Securities | 1.66 | — | Dividends, Capital Gains | $1,001 - $15,000 | $2,501 - $5,000 | Stock |
| Joint | — | — | XOM - Exxon Mobil Corp | Corporate Securities | 1.67 | — | Dividends, Capital Gains | $1,001 - $15,000 | $1,001 - $2,500 | Stock |
| Joint | — | — | AMAT - Applied Materials | Corporate Securities | 1.68 | — | Dividends, Capital Gains | None (or less than $1,001) | $201 - $1,000 | Stock |
| Joint | — | — | DELL - Dell Technologies Inc | Corporate Securities | 1.69 | — | None | $1,001 - $15,000 | None (or less than $201) | Stock |
| Joint | — | — | ETN - Eaton Corp | Corporate Securities | 1.70 | — | Capital Gains | None (or less than $1,001) | $201 - $1,000 | Stock |
| Joint | — | — | DDOG - Datadog, Inc. - Class A Common Stock | Corporate Securities | 1.71 | — | Capital Gains | None (or less than $1,001) | $201 - $1,000 | Stock |
| Joint | — | — | HON - Honeywell International Inc. - Common Stock | Corporate Securities | 1.72 | — | Dividends, Capital Gains | None (or less than $1,001) | $201 - $1,000 | Stock |
| Joint | — | — | URI - United Rentals, Inc. Common Stock | Corporate Securities | 1.73 | — | Dividends, Capital Gains | None (or less than $1,001) | $201 - $1,000 | Stock |
| Joint | — | — | MDB - Mongodb Inc Cl A | Corporate Securities | 1.74 | — | None | None (or less than $1,001) | None (or less than $201) | Stock |
| Joint | — | — | TTD - The Trade Desk, Inc. - Class A Common Stock | Corporate Securities | 1.75 | — | None | None (or less than $1,001) | None (or less than $201) | Stock |
| Joint | — | Jonesboro, Arkansas | ML Bank Deposit Program | Bank Deposit | 1.76 | Type: Brokerage Sweep Account | Interest | $1,001 - $15,000 | $201 - $1,000 | — |
| Joint | — | — | CMG - Chipotle Mexican Grill, Inc. Common Stock | Corporate Securities | 1.77 | — | None | $1,001 - $15,000 | None (or less than $201) | Stock |
| Joint | — | — | COHR - Coherent Corp. Common Stock | Corporate Securities | 1.78 | — | None | $1,001 - $15,000 | None (or less than $201) | Stock |
| Joint | — | — | DKS - Dick's Sporting Goods Inc Common Stock | Corporate Securities | 1.79 | — | None | $1,001 - $15,000 | None (or less than $201) | Stock |
| Joint | — | — | EMR - Emerson Electric Company Common Stock | Corporate Securities | 1.80 | — | None | $1,001 - $15,000 | None (or less than $201) | Stock |
| Joint | — | — | EL - Estee Lauder Companies, Inc. (The) Common Stock | Corporate Securities | 1.81 | — | None | $1,001 - $15,000 | None (or less than $201) | Stock |
| Joint | — | — | GE - GE Aerospace Common Stock | Corporate Securities | 1.82 | — | None | $1,001 - $15,000 | None (or less than $201) | Stock |
| Joint | — | — | KO - Coca-Cola Company (The) Common Stock | Corporate Securities | 1.83 | — | None | $1,001 - $15,000 | None (or less than $201) | Stock |
| Joint | — | — | LRCX - Lam Research Corporation - Common Stock | Corporate Securities | 1.84 | — | Dividends, Capital Gains | $1,001 - $15,000 | $201 - $1,000 | Stock |
| Joint | — | — | NET - Cloudflare, Inc. Class A Common Stock | Corporate Securities | 1.85 | — | None | $1,001 - $15,000 | None (or less than $201) | Stock |
| Joint | — | — | PLTR - Palantir Technologies Inc. - Class A Common Stock | Corporate Securities | 1.86 | — | None | $1,001 - $15,000 | None (or less than $201) | Stock |
| Joint | — | — | PWR - Quanta Services, Inc. Common Stock | Corporate Securities | 1.87 | — | None | $1,001 - $15,000 | None (or less than $201) | Stock |
| Joint | — | — | SHOP - Shopify Inc. - Class A Subordinate Voting Shares | Corporate Securities | 1.88 | — | None | $1,001 - $15,000 | None (or less than $201) | Stock |
| Joint | — | — | TMO - Thermo Fisher Scientific Inc Common Stock | Corporate Securities | 1.89 | — | None | $1,001 - $15,000 | None (or less than $201) | Stock |
| Joint | — | Little Rock, Arkansas | Bank of Little Rock | Bank Deposit | 2 | Type: Checking, Savings | None | $1,001 - $15,000 | None (or less than $201) | — |
| Spouse | — | — | Merrill Lynch ROTH MS | Retirement Plans | 3 | — | — | -- | — | IRA |
| Spouse | — | — | XLC - The Communication Services Select Sector SPDR Fund | Mutual Funds | 3.1 | — | Excepted Investment Fund | $1,001 - $15,000 | None (or less than $201) | Exchange Traded Fund/Note |
| Spouse | — | — | XLY - S&P 500 Cons Disc Sector SPDR | Mutual Funds | 3.2 | — | Excepted Investment Fund | $1,001 - $15,000 | None (or less than $201) | Exchange Traded Fund/Note |
| Spouse | — | — | PAVE - Global X Funds Global X U.S. Infrastructure Develo | Mutual Funds | 3.3 | — | Excepted Investment Fund | $1,001 - $15,000 | None (or less than $201) | Exchange Traded Fund/Note |
| Spouse | — | — | XLV - S&P 500 Healthcare Sector SPDR | Mutual Funds | 3.4 | — | Excepted Investment Fund | $1,001 - $15,000 | None (or less than $201) | Exchange Traded Fund/Note |
| Spouse | — | — | PPA - Invesco Aerospace & Defense ETF | Mutual Funds | 3.5 | — | Excepted Investment Fund | $1,001 - $15,000 | None (or less than $201) | Exchange Traded Fund/Note |
| Spouse | — | — | KBWB - Invesco KBW Bank ETF | Mutual Funds | 3.6 | — | Excepted Investment Fund | $1,001 - $15,000 | None (or less than $201) | Exchange Traded Fund/Note |
| Spouse | — | — | EEMV - iShares MSCI Emerging Markets Min Vol Factor ETF | Mutual Funds | 3.7 | — | Excepted Investment Fund | None (or less than $1,001) | None (or less than $201) | Exchange Traded Fund/Note |
| Spouse | — | — | IEMG - iShares Core MSCI Emerging Markets ETF | Mutual Funds | 3.8 | — | Excepted Investment Fund | $1,001 - $15,000 | None (or less than $201) | Exchange Traded Fund/Note |
| Spouse | — | — | IEFA - EAFE Ishares Core MSCI ETF | Mutual Funds | 3.9 | — | Excepted Investment Fund | $15,001 - $50,000 | None (or less than $201) | Exchange Traded Fund/Note |
| Spouse | — | — | XLF - S&P 500 Financials Sector SPDR | Mutual Funds | 3.10 | — | Excepted Investment Fund | $1,001 - $15,000 | None (or less than $201) | Exchange Traded Fund/Note |
| Spouse | — | — | SMH - VanEck Semiconductor UCITS ETF | Mutual Funds | 3.11 | — | Excepted Investment Fund | $1,001 - $15,000 | None (or less than $201) | Exchange Traded Fund/Note |
| Spouse | — | — | VDC - Vanguard Consumer Staples ETF | Mutual Funds | 3.12 | — | Excepted Investment Fund | $1,001 - $15,000 | None (or less than $201) | Exchange Traded Fund/Note |
| Spouse | — | — | VIS - Vanguard Industrials ETF | Mutual Funds | 3.13 | — | Excepted Investment Fund | $1,001 - $15,000 | None (or less than $201) | Exchange Traded Fund/Note |
| Spouse | — | — | VGT - Vanguard Information Tech ETF | Mutual Funds | 3.14 | — | Excepted Investment Fund | $1,001 - $15,000 | None (or less than $201) | Exchange Traded Fund/Note |
| Spouse | — | — | VCIT - Vanguard Intermediate-Term Corporate Bond ETF | Mutual Funds | 3.15 | — | Excepted Investment Fund | $1,001 - $15,000 | None (or less than $201) | Exchange Traded Fund/Note |
| Spouse | — | — | VB - Vanguard Small-Cap ETF | Mutual Funds | 3.16 | — | Excepted Investment Fund | $1,001 - $15,000 | None (or less than $201) | Exchange Traded Fund/Note |
| Spouse | — | — | IFRA - iShares U.S. Infrastructure ETF | Mutual Funds | 3.17 | — | Excepted Investment Fund | $1,001 - $15,000 | None (or less than $201) | Exchange Traded Fund/Note |
| Spouse | — | — | FUTY - Fidelity MSCI Utilities Index ETF | Mutual Funds | 3.18 | — | Excepted Investment Fund | $1,001 - $15,000 | None (or less than $201) | Mutual Fund |
| Spouse | — | — | ITB - iShares U.S. Home Construction ETF | Mutual Funds | 3.19 | — | Excepted Investment Fund | $1,001 - $15,000 | None (or less than $201) | Mutual Fund |
| Spouse | — | New York, NY | Merrill Lynch - Bank of America NA RASP | Bank Deposit | 3.20 | Type: Brokerage Sweep Account | None | $1,001 - $15,000 | None (or less than $201) | — |
| Child | — | — | Child Arkansas 529 | Education Savings Plans | 4 | Institution: Arkansas 529 | — | -- | — | 529 College Savings Plan |
| Child | — | — | Aggressive Target Enrollment 2036/2037 | Mutual Funds | 4.1 | — | Excepted Investment Fund | $1,001 - $15,000 | None (or less than $201) | Mutual Fund |
| Self | — | — | NWM Simple IRA | Retirement Plans | 5 | — | — | -- | — | IRA |
| Self | — | — | Index 500 Stock (MSA/BlackRock) | Mutual Funds | 5.1 | — | Excepted Investment Fund | $1,001 - $15,000 | None (or less than $201) | Mutual Fund |
| Self | — | — | Fidelity VIP Contrafund | Mutual Funds | 5.2 | — | Excepted Investment Fund | $1,001 - $15,000 | None (or less than $201) | Mutual Fund |
| Self | — | — | Research International Core (MSA/MFS) | Mutual Funds | 5.3 | — | Excepted Investment Fund | None (or less than $1,001) | None (or less than $201) | Mutual Fund |
| Self | — | — | Domestic Equity (MSA/Putnam)-B | Mutual Funds | 5.4 | — | Excepted Investment Fund | $1,001 - $15,000 | None (or less than $201) | Mutual Fund |
| Self | — | — | International Equity (MSA/Dodge&Cox)-B | Mutual Funds | 5.5 | — | Excepted Investment Fund | $1,001 - $15,000 | None (or less than $201) | Mutual Fund |
| Self | — | — | Research International Core (MSA/MFS)-B | Mutual Funds | 5.6 | — | Excepted Investment Fund | $1,001 - $15,000 | None (or less than $201) | Mutual Fund |
| Self | — | — | International Growth (MSA/FIAM LLC)-B | Mutual Funds | 5.7 | — | Excepted Investment Fund | $1,001 - $15,000 | None (or less than $201) | Mutual Fund |
| Self | — | — | Emerging Markets Equity (MSA/abrdn)-B | Mutual Funds | 5.8 | — | Excepted Investment Fund | $1,001 - $15,000 | None (or less than $201) | Mutual Fund |
| Self | — | — | Merrill Lynch ROTH HS | Retirement Plans | 6 | — | — | -- | — | IRA |
| Self | — | — | ESGE - iShares ESG Aware MSCI EM ETF | Mutual Funds | 6.1 | — | Excepted Investment Fund | $1,001 - $15,000 | None (or less than $201) | Exchange Traded Fund/Note |
| Self | — | — | ESGD - iShares ESG Aware MSCI EAFE ETF | Mutual Funds | 6.2 | — | Excepted Investment Fund | $1,001 - $15,000 | None (or less than $201) | Exchange Traded Fund/Note |
| Self | — | — | NULG - Nuveen ESG Large-Cap Growth ETF | Mutual Funds | 6.3 | — | Excepted Investment Fund | $1,001 - $15,000 | None (or less than $201) | Exchange Traded Fund/Note |
| Self | — | — | NULV - Nuveen ESG Large-Cap Value ETF | Mutual Funds | 6.4 | — | Excepted Investment Fund | $1,001 - $15,000 | None (or less than $201) | Exchange Traded Fund/Note |
| Self | — | — | BAFWX - Brown Advisory Sustainable Growth Fd Inst Shs | Mutual Funds | 6.5 | — | Excepted Investment Fund | None (or less than $1,001) | None (or less than $201) | Mutual Fund |
| Self | — | — | CSVIX - Calvert Small Cap Fund Class I | Mutual Funds | 6.6 | — | Excepted Investment Fund | $1,001 - $15,000 | None (or less than $201) | Mutual Fund |
| Self | — | — | CFJIX - Calvert U.S. Large Cap Value Responsible Index F | Mutual Funds | 6.7 | — | Excepted Investment Fund | $1,001 - $15,000 | None (or less than $201) | Mutual Fund |
| Self | — | — | GSIEX - Goldman Sachs International Equity ESG Fund - IN | Mutual Funds | 6.8 | — | Excepted Investment Fund | $1,001 - $15,000 | None (or less than $201) | Mutual Fund |
| Self | — | — | American 529 HS | Education Savings Plans | 7 | Institution: Capital Group | — | -- | — | 529 College Savings Plan |
| Self | — | — | CLBAX - American Balanced Fund Class 529-A Shares | Mutual Funds | 7.1 | — | Excepted Investment Fund | $1,001 - $15,000 | None (or less than $201) | Mutual Fund |
| Self | — | — | CMLAX - American Mutual Fund Class 529-A Shares | Mutual Funds | 7.2 | — | Excepted Investment Fund | $1,001 - $15,000 | None (or less than $201) | Mutual Fund |
| Self | — | — | CWIAX - Capital World Growth and Income Fund Class 529-A | Mutual Funds | 7.3 | — | Excepted Investment Fund | $1,001 - $15,000 | None (or less than $201) | Mutual Fund |
| Self | — | — | CIMAX - The Income Fund of America Class 529-A Shares | Mutual Funds | 7.4 | — | Excepted Investment Fund | $1,001 - $15,000 | None (or less than $201) | Mutual Fund |
| Spouse | — | — | Sullivan Wright Technology Partners S. Corp | Other | 8 | Sullivan Wright Technology Partners (Little Rock, Arkansas) Filer comment: Transitioned from LLC to S. Corp on January 1, 2026 | Other (Ordinary business income) | $500,001 - $1,000,000 | Other $100,001.00 | — |
| Self | — | — | Delta Harvest LLC | Business Entity | 9 | Company: Delta Harvest LLC (Little Rock, Arkansas) Description: Agriculture | Other (Operating Income) | $50,001 - $100,000 | Other $100,001.00 | Limited Liability Company (LLC) |
| Self | — | — | Northwestern Mutual - Brokerage | Brokerage/Managed Account | 10 | — | — | -- | — | — |
| Self | — | — | BCSSX - Brown Capital Management Small Company Fd Inst C | Mutual Funds | 10.1 | — | Excepted Investment Fund | $1,001 - $15,000 | $201 - $1,000 | Mutual Fund |
| Self | — | — | FMIYX - Fmi International Fund Institutional Class | Mutual Funds | 10.2 | — | Excepted Investment Fund | $1,001 - $15,000 | $201 - $1,000 | Mutual Fund |
