| owner | ticker | location | asset name | asset type | row number | description | income type | value range | income range | asset subtype |
|---|
| Self | — | — | Voya - State of Michigan 401(k) | Retirement Plans | 1 | — | — | -- | — | 401(k), 403(b), or other Defined Contribution Plan. |
| Self | — | — | SSDLX - State Street Target Retirement 2050 Fund - Class K | Mutual Funds | 1.1 | — | None | $100,001 - $250,000 | None (or less than $201) | Mutual Fund |
| Self | — | — | Voya - State of Michigan 457 Plan | Retirement Plans | 2 | — | — | -- | — | 401(k), 403(b), or other Defined Contribution Plan. |
| Self | — | — | SSDLX - State Street Target Retirement 2050 Fund - Class K | Mutual Funds | 2.1 | — | None | $50,001 - $100,000 | None (or less than $201) | Mutual Fund |
| Self | — | — | Betterment Investment Account | Brokerage/Managed Account | 3 | — | — | -- | — | — |
| Self | — | — | BNDX - Vanguard Total International Bond Index Fund - ETF Shares | Mutual Funds | 3.1 | — | Dividends | $1,001 - $15,000 | None (or less than $201) | Exchange Traded Fund/Note |
| Self | — | — | EMB - iShares J.P. Morgan USD Emerging Markets Bond ETF | Mutual Funds | 3.2 | — | Dividends | $1,001 - $15,000 | None (or less than $201) | Exchange Traded Fund/Note |
| Self | — | — | ESGU - iShares ESG Aware MSCI USA ETF | Mutual Funds | 3.3 | — | Dividends | $1,001 - $15,000 | None (or less than $201) | Exchange Traded Fund/Note |
| Self | — | — | GBIL - Goldman Sachs Access Treasury 0-1 Year ETF | Mutual Funds | 3.4 | — | Dividends | $1,001 - $15,000 | None (or less than $201) | Exchange Traded Fund/Note |
| Self | — | — | JPST - JPMorgan Ultra-Short Income ETF | Mutual Funds | 3.5 | — | Dividends | $1,001 - $15,000 | None (or less than $201) | Exchange Traded Fund/Note |
| Self | — | — | MUB - iShares National Muni Bond ETF | Mutual Funds | 3.6 | — | Dividends | $1,001 - $15,000 | $201 - $1,000 | Exchange Traded Fund/Note |
| Self | — | — | SPLG - SPDR(R) Portfolio S&P 500 ETF | Mutual Funds | 3.7 | — | Dividends | $1,001 - $15,000 | None (or less than $201) | Exchange Traded Fund/Note |
| Self | — | — | VBR - Vanguard Small-Cap Value Index Fund - ETF Shares | Mutual Funds | 3.8 | — | Dividends | $1,001 - $15,000 | None (or less than $201) | Exchange Traded Fund/Note |
| Self | — | — | VEA - Vanguard Developed Markets Index Fund - ETF Shares | Mutual Funds | 3.9 | — | Dividends | $15,001 - $50,000 | $201 - $1,000 | Exchange Traded Fund/Note |
| Self | — | — | VOE - Vanguard Mid-Cap Value Index Fund - ETF Shares | Mutual Funds | 3.10 | — | Dividends | $1,001 - $15,000 | None (or less than $201) | Exchange Traded Fund/Note |
| Self | — | — | VTI - Vanguard Total Stock Market Index Fund - ETF Shares | Mutual Funds | 3.11 | — | Dividends | $15,001 - $50,000 | $201 - $1,000 | Exchange Traded Fund/Note |
| Self | — | — | VTV - Vanguard Value Index Fund - ETF Shares | Mutual Funds | 3.12 | — | Dividends | $1,001 - $15,000 | None (or less than $201) | Exchange Traded Fund/Note |
| Self | — | — | VWO - Vanguard Emerging Markets Stock Index Fund - ETF Shares | Mutual Funds | 3.13 | — | Dividends | $1,001 - $15,000 | $201 - $1,000 | Exchange Traded Fund/Note |
| Self | — | — | Fidelity - Mattel, Inc. Personal Investment Plan | Retirement Plans | 4 | — | — | -- | — | 401(k), 403(b), or other Defined Contribution Plan. |
| Self | — | — | LIKIX - BlackRock LifePath Index 2040 Fund | Mutual Funds | 4.1 | — | None | $50,001 - $100,000 | None (or less than $201) | Mutual Fund |
| Self | — | Sandy, UT | Ally Bank | Bank Deposit | 5 | Type: Checking | Interest | $50,001 - $100,000 | None (or less than $201) | — |
| Self | — | Sandy, UT | Ally Bank | Bank Deposit | 6 | Type: Savings | Interest | $15,001 - $50,000 | $1,001 - $2,500 | — |
| Self | — | — | Ginger Haus, LLC | Business Entity | 7 | Company: Ginger Haus, LLC (Royal Oak, MI) Description: LLC used for freelance work; dormant. | None | Unascertainable | None (or less than $201) | Limited Liability Company (LLC) |
| Self | — | — | Merrill Lynch IRA | Retirement Plans | 8 | — | — | -- | — | IRA |
| Self | — | Charlotte, NC | Bank of America | Bank Deposit | 8.1 | Type: IRA Cash Accounts | None | $1,001 - $15,000 | None (or less than $201) | — |
| Self | — | — | DIA - State Street SPDR Dow Jones Industrial Average ETF Trust | Mutual Funds | 8.2 | — | None | $1,001 - $15,000 | None (or less than $201) | Exchange Traded Fund/Note |
| Self | — | — | VOO - Vanguard 500 Index Fund - ETF Shares | Mutual Funds | 8.3 | — | None | $15,001 - $50,000 | None (or less than $201) | Exchange Traded Fund/Note |
| Joint | — | — | Merrill Lynch Brokerage Account #1 | Brokerage/Managed Account | 9 | — | — | -- | — | — |
| Joint | — | — | QQQ - Invesco QQQ Trust, Series 1 | Mutual Funds | 9.1 | — | Dividends | $15,001 - $50,000 | None (or less than $201) | Exchange Traded Fund/Note |
| Joint | — | — | DIA - State Street SPDR Dow Jones Industrial Average ETF Trust | Mutual Funds | 9.2 | — | Dividends | $50,001 - $100,000 | $1,001 - $2,500 | Exchange Traded Fund/Note |
| Joint | — | — | VOO - Vanguard 500 Index Fund - ETF Shares | Mutual Funds | 9.3 | — | Dividends | $15,001 - $50,000 | $201 - $1,000 | Exchange Traded Fund/Note |
| Joint | — | Charlotte, NC | Bank of America | Bank Deposit | 9.4 | Type: Brokerage Sweep Account | Interest | $15,001 - $50,000 | None (or less than $201) | — |
| Spouse | — | — | Merrill Lynch Brokerage Account #2 | Brokerage/Managed Account | 10 | — | — | -- | — | — |
| Spouse | — | — | AAPL - Apple Inc. - Common Stock | Corporate Securities | 10.1 | — | Dividends | $100,001 - $250,000 | $201 - $1,000 | Stock |
| Spouse | — | Charlotte, NC | Bank of America | Bank Deposit | 10.2 | Type: Brokerage Sweep Account | Interest | $1,001 - $15,000 | None (or less than $201) | — |
| Spouse | — | — | Merrill Lynch Brokerage Account #3 | Brokerage/Managed Account | 11 | — | — | -- | — | — |
| Spouse | — | Charlotte, NC | Bank of America | Bank Deposit | 11.1 | Type: Brokerage Sweep Account | Interest | $1,001 - $15,000 | None (or less than $201) | — |
| Spouse | — | — | Robinhood Securities Account | Brokerage/Managed Account | 12 | — | — | -- | — | — |
| Spouse | — | — | HOOD - Robinhood Markets, Inc. - Class A Common Stock | Corporate Securities | 12.1 | — | Capital Gains | None (or less than $1,001) | $201 - $1,000 | Stock |
| Spouse | — | — | Robinhood Crypto Account | Brokerage/Managed Account | 13 | — | — | -- | — | — |
| Spouse | — | — | Bitcoin | Cryptocurrency | 13.1 | Exchange/Platform: Robinhood | Interest | $1,001 - $15,000 | None (or less than $201) | — |
| Spouse | — | — | Merrill Lynch IRA | Retirement Plans | 14 | — | — | -- | — | IRA |
| Spouse | — | Charlotte, NC | Bank of America | Bank Deposit | 14.1 | Type: Brokerage Sweep Account | None | $1,001 - $15,000 | None (or less than $201) | — |
| Spouse | — | — | DIA - State Street SPDR Dow Jones Industrial Average ETF Trust | Mutual Funds | 14.2 | — | None | $1,001 - $15,000 | None (or less than $201) | Exchange Traded Fund/Note |
| Spouse | — | — | VOO - Vanguard 500 Index Fund - ETF Shares | Mutual Funds | 14.3 | — | None | $15,001 - $50,000 | None (or less than $201) | Exchange Traded Fund/Note |
| Spouse | — | — | Merrill Lynch RRA | Retirement Plans | 15 | — | — | -- | — | IRA |
| Spouse | — | Charlotte, NC | Bank of America | Bank Deposit | 15.1 | Type: Brokerage Sweep Account | None | $1,001 - $15,000 | None (or less than $201) | — |
| Spouse | — | — | Fidelity - Gizmodo Media Group 401(k) | Retirement Plans | 16 | Filer comment: This 401K plan was shuttered and proceeds were rolled over in full to Inspira in April 2026. | — | -- | — | 401(k), 403(b), or other Defined Contribution Plan. |
| Spouse | — | — | GSAJX - Goldman Sachs Small Cap Growth Fund - Institutional Shares | Mutual Funds | 16.1 | — | Other (Withdrawal) | None (or less than $1,001) | Other $50,001.00 | Mutual Fund |
| Spouse | — | — | FCNTX - Fidelity Contrafund | Mutual Funds | 16.2 | — | Other (Withdrawal) | None (or less than $1,001) | Other $50,001.00 | Mutual Fund |
| Spouse | — | — | RWMGX - Washington Mutual Investors Fund - R-6 | Mutual Funds | 16.3 | — | Other (Withdrawal) | None (or less than $1,001) | Other $15,001.00 | Mutual Fund |
| Spouse | — | — | RLBGX - AMERICAN BALANCED FUND - Class R-6 | Mutual Funds | 16.4 | — | Other (Withdrawal) | None (or less than $1,001) | Other $5,001.00 | Mutual Fund |
| Spouse | — | — | Fidelity - Cruise 401(k) | Retirement Plans | 17 | — | — | -- | — | 401(k), 403(b), or other Defined Contribution Plan. |
| Spouse | — | — | FIOFX - Fidelity Freedom Index 2045 Fund - Investor Class | Mutual Funds | 17.1 | — | None | $15,001 - $50,000 | None (or less than $201) | Mutual Fund |
| Spouse | — | — | Fidelity - Skyryse 401(k) | Retirement Plans | 18 | — | — | -- | — | 401(k), 403(b), or other Defined Contribution Plan. |
| Spouse | — | — | RFHTX - American Funds 2045 Target Date Retirement Fund - Class R-6 | Mutual Funds | 18.1 | — | None | $15,001 - $50,000 | None (or less than $201) | Mutual Fund |
| Spouse | — | — | CCOYX - Columbia Seligman Technology and Information Fund - Columbia Seligman Technology and Information Fund Institutional 3 Class | Mutual Funds | 18.2 | — | None | $1,001 - $15,000 | None (or less than $201) | Mutual Fund |
| Spouse | — | — | 1613 Altadena LLC | Business Entity | 19 | Company: 1613 Altadena LLC (Royal Oak, MI) Description: LLC for former investment property, largely dormant. | — | -- | — | Limited Liability Company (LLC) |
| Spouse | — | Charlotte, NC | Bank of America | Bank Deposit | 19.1 | Type: Checking | Interest | $15,001 - $50,000 | None (or less than $201) | — |
| Spouse | — | — | Tiny Toy Car LLC | Business Entity | 20 | Company: Tiny Toy Car LLC (Royal Oak, MI) Description: LLC for consulting work, largely dormant. | None | Unascertainable | None (or less than $201) | Limited Liability Company (LLC) |
| Spouse | — | — | Inspira Financial - Gizmodo Media Group Rollover IRA | Retirement Plans | 21 | — | — | -- | — | IRA |
| Spouse | — | Oak Brook, IL | Inspira Financial | Bank Deposit | 21.1 | Type: Brokerage Sweep Account | None | $100,001 - $250,000 | None (or less than $201) | — |
| Child | — | — | Michigan Education Trust | Education Savings Plans | 22 | Institution: State of Michigan | None | $1,001 - $15,000 | None (or less than $201) | 529 Prepaid Tuition |
