| owner | ticker | location | asset name | asset type | row number | description | income type | value range | income range | asset subtype |
|---|
| Self | — | — | Edward Jones | Brokerage/Managed Account | 1 | — | — | -- | — | — |
| Self | — | — | GROWTH FUND OF AMERICA (THE) CLASS A (AGTHX) | Mutual Funds | 1.1 | — | Dividends, Interest, Capital Gains | $50,001 - $100,000 | $15,001 - $50,000 | Mutual Fund |
| Self | — | — | INCOME FUND OF AMERICA INC CLASS A (AMECX) | Mutual Funds | 1.2 | — | Dividends, Interest, Capital Gains | $1,001 - $15,000 | $1,001 - $2,500 | Mutual Fund |
| Self | — | — | AIVSX - INVESTMENT CO OF AMERICA - Class A | Mutual Funds | 1.3 | — | Dividends, Interest, Capital Gains | $50,001 - $100,000 | $15,001 - $50,000 | Mutual Fund |
| Self | — | — | VK BUILD AMER BONDS INCOME #23 (BABS23) | Corporate Securities | 1.4 | Rate/Coupon: 0 Matures: 01/17/2036 | Interest | $1,001 - $15,000 | None (or less than $201) | Corporate Bond |
| Self | — | — | DLTR - Dollar Tree, Inc. - Common Stock | Corporate Securities | 2 | Strike price: $70.00 | CallExpires: 01/15/2027 | Capital Gains | None (or less than $1,001) | $201 - $1,000 | Stock Option |
| Self | — | — | NVDA - NVIDIA Corporation - Common Stock | Corporate Securities | 3 | Strike price: $134.00 | CallExpires: 01/17/2025 | Capital Gains | None (or less than $1,001) | $201 - $1,000 | Stock Option |
| Self | — | — | NVDA - NVIDIA Corporation - Common Stock | Corporate Securities | 4 | — | Dividends, Capital Gains | None (or less than $1,001) | $201 - $1,000 | Stock |
| Self | — | — | SPY - State Street SPDR S&P 500 ETF Trust | Corporate Securities | 5 | Strike price: $545.00 | CallExpires: 04/08/2025 | Capital Gains | None (or less than $1,001) | None (or less than $201) | Stock Option |
| Self | — | — | SPY - State Street SPDR S&P 500 ETF Trust | Corporate Securities | 6 | Strike price: $539.00 | PutExpires: 04/08/2025 | Capital Gains | None (or less than $1,001) | $1,001 - $2,500 | Stock Option |
| Self | — | — | SPY - State Street SPDR S&P 500 ETF Trust | Corporate Securities | 7 | Strike price: $520.00 | PutExpires: 04/10/2025 | Capital Gains | None (or less than $1,001) | $1,001 - $2,500 | Stock Option |
| Self | — | — | SPY - State Street SPDR S&P 500 ETF Trust | Corporate Securities | 8 | Strike price: $521.00 | PutExpires: 04/10/2025 | Capital Gains | None (or less than $1,001) | $1,001 - $2,500 | Stock Option |
| Self | — | — | SPY - State Street SPDR S&P 500 ETF Trust | Corporate Securities | 9 | Strike price: $518.00 | CallExpires: 04/10/2025 | Capital Gains | None (or less than $1,001) | $1,001 - $2,500 | Stock Option |
| Self | — | — | SPY - State Street SPDR S&P 500 ETF Trust | Corporate Securities | 10 | Strike price: $521.00 | PutExpires: 04/17/2025 | Capital Gains | None (or less than $1,001) | $2,501 - $5,000 | Stock Option |
| Self | — | — | CRWV - CoreWeave, Inc. - Class A Common Stock | Corporate Securities | 11 | Strike price: $80.00 | CallExpires: 06/06/2025 | Capital Gains | None (or less than $1,001) | $201 - $1,000 | Stock Option |
| Self | — | — | SPY - State Street SPDR S&P 500 ETF Trust | Corporate Securities | 12 | Strike price: $576.00 | PutExpires: 06/06/2025 | Capital Gains | None (or less than $1,001) | $201 - $1,000 | Stock Option |
| Self | — | — | QUBT - Quantum Computing Inc. - Common Stock | Corporate Securities | 13 | — | Capital Gains | None (or less than $1,001) | $201 - $1,000 | Stock |
| Self | — | — | Simmons | Brokerage/Managed Account | 14 | — | — | -- | — | — |
| Self | — | — | sim0062Y8 | Mutual Funds | 14.1 | — | Interest | $1,001 - $15,000 | None (or less than $201) | Mutual Fund |
| Self | — | — | FIHBX - Federated Hermes Institutional High Yield Bond Fund - Institutional Shares | Mutual Funds | 14.2 | — | Dividends | $1,001 - $15,000 | None (or less than $201) | Mutual Fund |
| Self | — | — | FTRBX - Federated Hermes Total Return Bond Fund - Institutional Shares | Mutual Funds | 14.3 | — | Dividends | $1,001 - $15,000 | $201 - $1,000 | Mutual Fund |
| Self | — | — | PIMCO FOREIGN BOND (USD-HEDGED) | Mutual Funds | 14.4 | — | Dividends | $1,001 - $15,000 | None (or less than $201) | Mutual Fund |
| Self | — | — | VBILX - Vanguard Intermediate-Term Bond Index Fund - Admiral Shares | Mutual Funds | 14.5 | — | Dividends | $15,001 - $50,000 | $1,001 - $2,500 | Mutual Fund |
| Self | — | — | VUSUX - Vanguard Long-Term Treasury Fund - Admiral Shares | Mutual Funds | 14.6 | — | Dividends | $1,001 - $15,000 | None (or less than $201) | Mutual Fund |
| Self | — | — | BEXIX - Baron Emerging Markets Fund - Institutional Shares | Corporate Securities | 14.7 | — | Dividends | $1,001 - $15,000 | None (or less than $201) | Stock |
| Self | — | — | FTHSX - FullerThaler Behavioral Small-Cap Equity Fund - Institutional Shares | Corporate Securities | 14.8 | — | Dividends, Capital Gains | $1,001 - $15,000 | $201 - $1,000 | Stock |
| Self | — | — | CDDYX - Columbia Dividend Income Fund - Columbia Dividend Income Fund Institutional 3 Class | Corporate Securities | 14.9 | — | Dividends, Capital Gains | $1,001 - $15,000 | $201 - $1,000 | Stock |
| Self | — | — | COSYX - Columbia Overseas Value Fund - Columbia Overseas Value Fund Institutional 3 Class | Corporate Securities | 14.10 | — | Dividends | $1,001 - $15,000 | $201 - $1,000 | Stock |
| Self | — | — | PIGDX - Federated Hermes International Growth Fund - Institutional Shares | Corporate Securities | 14.11 | — | Dividends, Capital Gains | $1,001 - $15,000 | None (or less than $201) | Stock |
| Self | — | — | FMCSX - Fidelity Mid-Cap Stock Fund | Corporate Securities | 14.12 | — | Dividends, Capital Gains | $1,001 - $15,000 | None (or less than $201) | Stock |
| Self | — | — | TRLGX - T. Rowe Price Large-Cap Growth Fund - T. Rowe Price Large-Cap Growth Fund-I Class | Corporate Securities | 14.13 | — | Dividends, Capital Gains | $1,001 - $15,000 | None (or less than $201) | Stock |
| Self | — | — | SFNC - Simmons First National Corporation - Common Stock | Corporate Securities | 14.14 | — | Dividends | None (or less than $1,001) | None (or less than $201) | Stock |
| Self | — | Overland Park, KS | Simmons | Bank Deposit | 15 | Type: Checking | None | $1,001 - $15,000 | None (or less than $201) | — |
| Spouse | — | — | Fidelity Brokerage 1799 | Brokerage/Managed Account | 16 | — | — | -- | — | — |
| Spouse | — | — | SPAXX - Fidelity Government Money Market Fund | Corporate Securities | 16.1 | — | Dividends, Capital Gains | $15,001 - $50,000 | $1,001 - $2,500 | Stock |
| Spouse | — | — | FNILX - Fidelity ZERO Large Cap Index Fund | Corporate Securities | 16.2 | — | Capital Gains | None (or less than $1,001) | $1,001 - $2,500 | Stock |
| Spouse | — | — | FXAIX - Fidelity 500 Index Fund | Corporate Securities | 16.3 | — | Dividends | $15,001 - $50,000 | $201 - $1,000 | Stock |
| Spouse | — | — | FNCMX - Fidelity Nasdaq Composite Index Fund | Corporate Securities | 16.4 | — | Capital Gains | $50,001 - $100,000 | None (or less than $201) | Stock |
| Spouse | — | — | FSELX - Semiconductors Portfolio | Corporate Securities | 16.5 | — | Dividends | $15,001 - $50,000 | $2,501 - $5,000 | Stock |
| Spouse | — | — | FSDAX - Defense and Aerospace Portfolio | Corporate Securities | 16.6 | — | Dividends | $15,001 - $50,000 | $1,001 - $2,500 | Stock |
| Spouse | — | — | FFEM - Fidelity Fundamental Emerging Markets ETF | Corporate Securities | 16.7 | — | Dividends | $1,001 - $15,000 | None (or less than $201) | Stock |
| Spouse | — | — | JEPI - JPMorgan Equity Premium Income ETF | Corporate Securities | 16.8 | — | Dividends | $1,001 - $15,000 | None (or less than $201) | Stock |
| Spouse | — | — | JEPQ - JPMorgan Nasdaq Equity Premium Income ETF | Corporate Securities | 16.9 | — | Dividends | $15,001 - $50,000 | $1,001 - $2,500 | Stock |
| Spouse | — | — | SCHG - Schwab U.S. Large-Cap Growth ETF | Corporate Securities | 16.10 | — | Dividends | $15,001 - $50,000 | None (or less than $201) | Stock |
| Spouse | — | — | SCHD - Schwab U.S. Dividend Equity ETF | Corporate Securities | 16.11 | — | Dividends, Capital Gains | $1,001 - $15,000 | $201 - $1,000 | Stock |
| Spouse | — | — | United State Treas Bills Zero CPN | Government Securities | 16.12 | Rate/Coupon: None Matures: None | Interest | $15,001 - $50,000 | $201 - $1,000 | US Treasury/Agency Security |
| Spouse | — | — | FNCMX - Fidelity Nasdaq Composite Index Fund | Corporate Securities | 16.13 | — | Dividends | None (or less than $1,001) | $201 - $1,000 | Stock |
| Spouse | — | — | NVS - Novartis AG Common Stock | Corporate Securities | 16.14 | — | Capital Gains | None (or less than $1,001) | $1,001 - $2,500 | Stock |
| Spouse | — | — | Fidelity Brokerage 3737 | Brokerage/Managed Account | 17 | — | — | -- | — | — |
| Spouse | — | — | MMM - 3M Company Common Stock | Corporate Securities | 17.1 | — | Dividends | $1,001 - $15,000 | None (or less than $201) | Stock |
| Spouse | — | — | AMD - Advanced Micro Devices, Inc. - Common Stock | Corporate Securities | 17.2 | — | Capital Gains | $15,001 - $50,000 | $201 - $1,000 | Stock |
| Spouse | — | — | GOOGL - Alphabet Inc. - Class A Common Stock | Corporate Securities | 17.3 | — | Dividends | $15,001 - $50,000 | None (or less than $201) | Stock |
| Spouse | — | — | AMZN - Amazon.com, Inc. - Common Stock | Corporate Securities | 17.4 | — | None | $1,001 - $15,000 | None (or less than $201) | Stock |
| Spouse | — | — | AAPL - Apple Inc. - Common Stock | Corporate Securities | 17.5 | — | Dividends | $15,001 - $50,000 | None (or less than $201) | Stock |
| Spouse | — | — | AMAT - Applied Materials, Inc. - Common Stock | Corporate Securities | 17.6 | — | Dividends, Capital Gains | None (or less than $1,001) | $201 - $1,000 | Stock |
| Spouse | — | — | BPH - BP p.l.c. ADRhedged | Corporate Securities | 17.7 | — | Capital Gains | $1,001 - $15,000 | None (or less than $201) | Stock |
| Spouse | — | — | BMY - Bristol-Myers Squibb Company Common Stock | Corporate Securities | 17.8 | — | Capital Gains | $1,001 - $15,000 | None (or less than $201) | Stock |
| Spouse | — | — | AVGO - Broadcom Inc. - Common Stock | Corporate Securities | 17.9 | — | Capital Gains | $15,001 - $50,000 | $201 - $1,000 | Stock |
| Spouse | — | — | BEPC - Brookfield Renewable Corporation Brookfield Renewable Corporation Class A Subordinate Voting Shares | Corporate Securities | 17.10 | — | Dividends, Capital Gains | None (or less than $1,001) | $201 - $1,000 | Stock |
| Spouse | — | — | GOOGL - Alphabet Inc. - Class A Common Stock | Corporate Securities | 17.11 | Strike price: $190.00 | CallExpires: 03/20/2026 | None | $1,001 - $15,000 | None (or less than $201) | Stock Option |
| Spouse | — | — | WFC - Wells Fargo & Company Common Stock | Corporate Securities | 17.12 | Strike price: $80.00 | CallExpires: 01/16/2026 | None | $1,001 - $15,000 | None (or less than $201) | Stock Option |
| Spouse | — | — | AMD - Advanced Micro Devices, Inc. - Common Stock | Corporate Securities | 17.13 | Strike price: $116.00 | CallExpires: 07/25/25 | Capital Gains | None (or less than $1,001) | $201 - $1,000 | Stock Option |
| Spouse | — | — | AMD - Advanced Micro Devices, Inc. - Common Stock | Corporate Securities | 17.14 | Strike price: $117.00 | CallExpires: 07/25/25 | Capital Gains | None (or less than $1,001) | $201 - $1,000 | Stock Option |
| Spouse | — | — | AMD - Advanced Micro Devices, Inc. - Common Stock | Corporate Securities | 17.15 | Strike price: $137.00 | CallExpires: 08/01/2025 | Capital Gains | None (or less than $1,001) | $201 - $1,000 | Stock Option |
| Spouse | — | — | AMD - Advanced Micro Devices, Inc. - Common Stock | Corporate Securities | 17.16 | Strike price: $170.00 | CallExpires: 02/20/2026 | Capital Gains | None (or less than $1,001) | $201 - $1,000 | Stock Option |
| Spouse | — | — | AMD - Advanced Micro Devices, Inc. - Common Stock | Corporate Securities | 17.17 | Strike price: $91.00 | CallExpires: 05/23/2025 | Capital Gains | None (or less than $1,001) | $201 - $1,000 | Stock Option |
| Spouse | — | — | AVGO - Broadcom Inc. - Common Stock | Corporate Securities | 17.18 | Strike price: $180.00 | CallExpires: 06/2025 | Capital Gains | None (or less than $1,001) | $201 - $1,000 | Stock Option |
| Spouse | — | — | NVDA - NVIDIA Corporation - Common Stock | Corporate Securities | 17.19 | Strike price: $135.00 | CallExpires: 6/27/2025 | Capital Gains | None (or less than $1,001) | $201 - $1,000 | Stock Option |
| Spouse | — | — | PLTR - Palantir Technologies Inc. - Class A Common Stock | Corporate Securities | 17.20 | Strike price: $130.00 | CallExpires: 08/08/2025 | Capital Gains | None (or less than $1,001) | $201 - $1,000 | Stock Option |
| Spouse | — | — | UPS - United Parcel Service, Inc. Common Stock | Corporate Securities | 17.21 | Strike price: $94.00 | CallExpires: 09/05/2025 | Capital Gains | None (or less than $1,001) | $201 - $1,000 | Stock Option |
| Spouse | — | — | CM - Canadian Imperial Bank of Commerce Common Stock | Corporate Securities | 17.22 | — | Dividends, Capital Gains | $1,001 - $15,000 | $201 - $1,000 | Stock |
| Spouse | — | — | CVX - Chevron Corporation Common Stock | Corporate Securities | 17.23 | — | Dividends, Capital Gains | None (or less than $1,001) | $201 - $1,000 | Stock |
| Spouse | — | — | C - Citigroup, Inc. Common Stock | Corporate Securities | 17.24 | — | Dividends | $1,001 - $15,000 | None (or less than $201) | Stock |
| Spouse | — | — | CVS - CVS Health Corporation Common Stock | Corporate Securities | 17.25 | — | Dividends, Capital Gains | None (or less than $1,001) | $201 - $1,000 | Stock |
| Spouse | — | — | DELL - Dell Technologies Inc. Class C Common Stock | Corporate Securities | 17.26 | — | Dividends, Capital Gains | None (or less than $1,001) | $201 - $1,000 | Stock |
| Spouse | — | — | QUBT - Quantum Computing Inc. - Common Stock | Corporate Securities | 17.27 | — | None | $1,001 - $15,000 | None (or less than $201) | Stock |
| Spouse | — | — | ENB - Enbridge Inc Common Stock | Corporate Securities | 17.28 | — | Dividends, Capital Gains | $1,001 - $15,000 | None (or less than $201) | Stock |
| Spouse | — | — | SPAXX - Fidelity Government Money Market Fund | Corporate Securities | 17.29 | — | Dividends, Capital Gains | $15,001 - $50,000 | $2,501 - $5,000 | Stock |
| Spouse | — | — | FSKAX - Fidelity Total Market Index Fund | Corporate Securities | 17.30 | — | Dividends, Capital Gains | None (or less than $1,001) | $201 - $1,000 | Stock |
| Spouse | — | — | HIMS - Hims & Hers Health, Inc. Class A Common Stock | Corporate Securities | 17.31 | — | Capital Gains | None (or less than $1,001) | $1,001 - $2,500 | Stock |
| Spouse | — | — | IBN - ICICI Bank Limited Common Stock | Corporate Securities | 17.32 | — | Capital Gains | $1,001 - $15,000 | None (or less than $201) | Stock |
| Spouse | — | — | INTC - Intel Corporation - Common Stock | Corporate Securities | 17.33 | — | Dividends, Capital Gains | $1,001 - $15,000 | None (or less than $201) | Stock |
| Spouse | — | — | IONQ - IonQ, Inc. Common Stock | Corporate Securities | 17.34 | — | None | $1,001 - $15,000 | None (or less than $201) | Stock |
| Spouse | — | — | JNJ - Johnson & Johnson Common Stock | Corporate Securities | 17.35 | — | Dividends, Capital Gains | None (or less than $1,001) | $201 - $1,000 | Stock |
| Spouse | — | — | MSFT - Microsoft Corporation - Common Stock | Corporate Securities | 17.36 | — | Dividends, Capital Gains | $15,001 - $50,000 | None (or less than $201) | Stock |
| Spouse | — | — | NNE - Nano Nuclear Energy Inc. - common stock | Corporate Securities | 17.37 | — | None | $1,001 - $15,000 | None (or less than $201) | Stock |
| Spouse | — | — | NVSH - Novartis AG ADRhedged | Corporate Securities | 17.38 | — | Dividends, Capital Gains | $15,001 - $50,000 | $201 - $1,000 | Stock |
| Spouse | — | — | NVDA - NVIDIA Corporation - Common Stock | Corporate Securities | 17.39 | — | Dividends, Capital Gains | $1,001 - $15,000 | $15,001 - $50,000 | Stock |
| Spouse | — | — | PFE - Pfizer, Inc. Common Stock | Corporate Securities | 17.40 | — | Dividends, Capital Gains | $1,001 - $15,000 | None (or less than $201) | Stock |
| Spouse | — | — | PG - Procter & Gamble Company (The) Common Stock | Corporate Securities | 17.41 | — | Dividends | $1,001 - $15,000 | None (or less than $201) | Stock |
| Spouse | — | — | TGT - Target Corporation Common Stock | Corporate Securities | 17.42 | Strike price: $103.00 | PutExpires: 09/26/2026 | Capital Gains | None (or less than $1,001) | $201 - $1,000 | Stock Option |
| Spouse | — | — | QCOM - QUALCOMM Incorporated - Common Stock | Corporate Securities | 17.43 | — | Capital Gains | None (or less than $1,001) | — | Stock |
| Spouse | — | — | RGTI - Rigetti Computing, Inc. - Common stock | Corporate Securities | 17.44 | — | Capital Gains | $1,001 - $15,000 | None (or less than $201) | Stock |
| Spouse | — | — | TSLA - Tesla, Inc. - Common Stock | Corporate Securities | 17.45 | — | Capital Gains | $1,001 - $15,000 | None (or less than $201) | Stock |
| Spouse | — | — | UPS - United Parcel Service, Inc. Common Stock | Corporate Securities | 17.46 | — | Dividends | $1,001 - $15,000 | None (or less than $201) | Stock |
| Spouse | — | — | VALE - VALE S.A. American Depositary Shares Each Representing one common share | Corporate Securities | 17.47 | — | Dividends | $1,001 - $15,000 | None (or less than $201) | Stock |
| Spouse | — | — | NLR - VanEck Uranium and Nuclear ETF | Corporate Securities | 17.48 | — | None | $1,001 - $15,000 | None (or less than $201) | Stock |
| Spouse | — | — | WMT - Walmart Inc. - Common Stock | Corporate Securities | 17.49 | — | Dividends, Capital Gains | None (or less than $1,001) | $201 - $1,000 | Stock |
| Spouse | — | — | WMB - Williams Companies, Inc. (The) Common Stock | Corporate Securities | 17.50 | — | Dividends | $1,001 - $15,000 | $201 - $1,000 | Stock |
| Spouse | — | — | SANDOZ GROUP | Corporate Securities | 17.51 | — | Dividends | $1,001 - $15,000 | None (or less than $201) | Stock |
| Spouse | — | — | VOLVO UNSP ADR EACH REP 1 | Corporate Securities | 17.52 | — | None | $1,001 - $15,000 | None (or less than $201) | Stock |
| Spouse | — | — | Fidelity IRA 6259 | Retirement Plans | 18 | — | — | -- | — | IRA |
| Spouse | — | — | FXAIX - Fidelity 500 Index Fund | Mutual Funds | 18.1 | — | None | $15,001 - $50,000 | None (or less than $201) | Mutual Fund |
| Spouse | — | — | Fidelity IRA 5583 | Retirement Plans | 19 | — | — | -- | — | IRA |
| Spouse | — | — | FSELX - Semiconductors Portfolio | Mutual Funds | 19.1 | — | None | $1,001 - $15,000 | None (or less than $201) | Mutual Fund |
| Spouse | — | Overland Park, KS | UMB | Bank Deposit | 20 | Type: Checking | None | $1,001 - $15,000 | None (or less than $201) | — |
| Joint | — | Overland Park, KS | UMB | Bank Deposit | 21 | Type: Checking | None | $15,001 - $50,000 | None (or less than $201) | — |
| Spouse | — | Overland Park, KS | UMB | Bank Deposit | 22 | Type: Money Market Account | Interest | $50,001 - $100,000 | $2,501 - $5,000 | — |
