| owner | ticker | location | asset name | asset type | row number | description | income type | value range | income range | asset subtype |
|---|
| Spouse | — | — | Fidelity x1799 | Brokerage/Managed Account | 1 | — | — | -- | — | — |
| Spouse | — | — | NVDA - NVIDIA Corporation - Common Stock | Corporate Securities | 1.1 | Strike price: $185.00 | CallExpires: 7/17/27 | None | $1,001 - $15,000 | None (or less than $201) | Stock Option |
| Spouse | — | — | FXAIX - Fidelity 500 Index Fund | Mutual Funds | 1.2 | — | Dividends, Capital Gains | None (or less than $1,001) | $5,001 - $15,000 | Mutual Fund |
| Spouse | — | — | FBCG - Fidelity Blue Chip Growth ETF | Corporate Securities | 1.3 | — | None | $1,001 - $15,000 | None (or less than $201) | Stock |
| Spouse | — | — | FFEM - Fidelity Fundamental Emerging Markets ETF | Corporate Securities | 1.4 | — | Dividends | $1,001 - $15,000 | None (or less than $201) | Stock |
| Spouse | — | — | SPAXX - Fidelity Government Money Market Fund | Corporate Securities | 1.5 | — | Dividends | $50,001 - $100,000 | $1,001 - $2,500 | Stock |
| Spouse | — | — | FSTA - Fidelity MSCI Consumer Staples Index ETF | Corporate Securities | 1.6 | — | Dividends | $1,001 - $15,000 | None (or less than $201) | Stock |
| Spouse | — | — | FNCMX - Fidelity Nasdaq Composite Index Fund | Corporate Securities | 1.7 | — | Dividends | $100,001 - $250,000 | $201 - $1,000 | Stock |
| Spouse | — | — | FSDAX - Defense and Aerospace Portfolio | Corporate Securities | 1.8 | — | None | $15,001 - $50,000 | None (or less than $201) | Stock |
| Spouse | — | — | FSELX - Semiconductors Portfolio | Corporate Securities | 1.9 | — | Dividends | $100,001 - $250,000 | $201 - $1,000 | Stock |
| Spouse | — | — | GPIX - Goldman Sachs S&P 500 Premium Income ETF | Corporate Securities | 1.10 | — | None | $1,001 - $15,000 | None (or less than $201) | Stock |
| Spouse | — | — | EWN - iShares MSCI Netherlands ETF | Corporate Securities | 1.11 | — | None | $1,001 - $15,000 | None (or less than $201) | Stock |
| Spouse | — | — | JEPI - JPMorgan Equity Premium Income ETF | Corporate Securities | 1.12 | — | Dividends | None (or less than $1,001) | $201 - $1,000 | Stock |
| Spouse | — | — | JEPQ - JPMorgan Nasdaq Equity Premium Income ETF | Corporate Securities | 1.13 | — | Dividends | None (or less than $1,001) | $1,001 - $2,500 | Stock |
| Spouse | — | — | SCHD - Schwab U.S. Dividend Equity ETF | Corporate Securities | 1.14 | — | Dividends, Capital Gains | None (or less than $1,001) | $201 - $1,000 | Stock |
| Spouse | — | — | SCHG - Schwab U.S. Large-Cap Growth ETF | Corporate Securities | 1.15 | — | None | $15,001 - $50,000 | None (or less than $201) | Stock |
| Spouse | — | — | SPYD - SPDR(R) Portfolio S&P 500 High Dividend ETF | Corporate Securities | 1.16 | — | Capital Gains | $1,001 - $15,000 | None (or less than $201) | Stock |
| Spouse | — | — | United State Treasury Bills Zero CPN | Government Securities | 1.17 | Rate/Coupon: None Matures: None | Interest | None (or less than $1,001) | $1,001 - $2,500 | US Treasury/Agency Security |
| Spouse | — | — | REMX - VanEck Rare Earth and Strategic Metals ETF | Corporate Securities | 1.18 | — | None | $1,001 - $15,000 | None (or less than $201) | Stock |
| Spouse | — | — | FNILX - Fidelity ZERO Large Cap Index Fund | Mutual Funds | 1.19 | — | Capital Gains | None (or less than $1,001) | $1,001 - $2,500 | Mutual Fund |
| Spouse | — | — | Fidelity x3737 | Brokerage/Managed Account | 2 | — | — | -- | — | — |
| Spouse | — | — | MMM - 3M Company Common Stock | Corporate Securities | 2.1 | — | Dividends | $1,001 - $15,000 | None (or less than $201) | Stock |
| Spouse | — | — | AMD - Advanced Micro Devices, Inc. - Common Stock | Corporate Securities | 2.2 | — | Dividends | $50,001 - $100,000 | $201 - $1,000 | Stock |
| Spouse | — | — | Airbus SE Unspon ADR EA REOR .025 ORD | Corporate Securities | 2.3 | — | None | $1,001 - $15,000 | None (or less than $201) | Stock |
| Spouse | — | — | GOOGL - Alphabet Inc. - Class A Common Stock | Corporate Securities | 2.4 | — | Dividends | $50,001 - $100,000 | $201 - $1,000 | Stock |
| Spouse | — | — | AMZN - Amazon.com, Inc. - Common Stock | Corporate Securities | 2.5 | — | None | $15,001 - $50,000 | None (or less than $201) | Stock |
| Spouse | — | — | AAPL - Apple Inc. - Common Stock | Corporate Securities | 2.6 | — | Dividends | $15,001 - $50,000 | None (or less than $201) | Stock |
| Spouse | — | — | AMAT - Applied Materials, Inc. - Common Stock | Corporate Securities | 2.7 | — | Dividends, Capital Gains | None (or less than $1,001) | $201 - $1,000 | Stock |
| Spouse | — | — | BE - Bloom Energy Corporation Class A Common Stock | Corporate Securities | 2.8 | — | Capital Gains | None (or less than $1,001) | $1,001 - $2,500 | Stock |
| Spouse | — | — | BP - BP p.l.c. Common Stock | Corporate Securities | 2.9 | — | Dividends, Capital Gains | $1,001 - $15,000 | $201 - $1,000 | Stock |
| Spouse | — | — | Bristol-Meyers Squibb Co Com | Corporate Securities | 2.10 | — | Dividends | $1,001 - $15,000 | $201 - $1,000 | Stock |
| Spouse | — | — | AVGO - Broadcom Inc. - Common Stock | Corporate Securities | 2.11 | — | Dividends, Capital Gains | $50,001 - $100,000 | $201 - $1,000 | Stock |
| Spouse | — | — | BEPC - Brookfield Renewable Corporation Brookfield Renewable Corporation Class A Subordinate Voting Shares | Corporate Securities | 2.12 | — | Dividends, Capital Gains | None (or less than $1,001) | $201 - $1,000 | Stock |
| Spouse | — | — | NVO - Novo Nordisk A/S Common Stock | Corporate Securities | 2.13 | — | None | $1,001 - $15,000 | None (or less than $201) | Stock |
| Spouse | — | — | NVDA - NVIDIA Corporation - Common Stock | Corporate Securities | 2.14 | — | None | $1,001 - $15,000 | None (or less than $201) | Stock |
| Spouse | — | — | AMD - Advanced Micro Devices, Inc. - Common Stock | Corporate Securities | 2.15 | Strike price: $116.00 | CallExpires: 7/25/25 | Capital Gains | None (or less than $1,001) | $1,001 - $2,500 | Stock Option |
| Spouse | — | — | AMD - Advanced Micro Devices, Inc. - Common Stock | Corporate Securities | 2.16 | Strike price: $117.00 | CallExpires: 7/25/25 | Capital Gains | None (or less than $1,001) | $201 - $1,000 | Stock Option |
| Spouse | — | — | AMD - Advanced Micro Devices, Inc. - Common Stock | Corporate Securities | 2.17 | Strike price: $137.00 | CallExpires: 8/1/25 | Capital Gains | None (or less than $1,001) | $1,001 - $2,500 | Stock Option |
| Spouse | — | — | AMD - Advanced Micro Devices, Inc. - Common Stock | Corporate Securities | 2.18 | Strike price: $165.00 | CallExpires: 10/17/25 | Capital Gains | None (or less than $1,001) | $1,001 - $2,500 | Stock Option |
| Spouse | — | — | AMD - Advanced Micro Devices, Inc. - Common Stock | Corporate Securities | 2.19 | Strike price: $170.00 | CallExpires: 2/20/26 | Capital Gains | None (or less than $1,001) | $201 - $1,000 | Stock Option |
| Spouse | — | — | AMD - Advanced Micro Devices, Inc. - Common Stock | Corporate Securities | 2.20 | Strike price: $170.00 | CallExpires: 2/20/26 | Capital Gains | None (or less than $1,001) | $201 - $1,000 | Stock Option |
| Spouse | — | — | AMD - Advanced Micro Devices, Inc. - Common Stock | Corporate Securities | 2.21 | Strike price: $91.00 | CallExpires: 5/23/25 | Capital Gains | None (or less than $1,001) | $1,001 - $2,500 | Stock Option |
| Spouse | — | — | AVGO - Broadcom Inc. - Common Stock | Corporate Securities | 2.22 | Strike price: $180.00 | CallExpires: 6/20/26 | Capital Gains | None (or less than $1,001) | $201 - $1,000 | Stock Option |
| Spouse | — | — | AVGO - Broadcom Inc. - Common Stock | Corporate Securities | 2.23 | Strike price: $295.00 | CallExpires: 10/3/25 | Capital Gains | None (or less than $1,001) | $201 - $1,000 | Stock Option |
| Spouse | — | — | NVDA - NVIDIA Corporation - Common Stock | Corporate Securities | 2.24 | Strike price: $135.00 | CallExpires: 6/27/25 | Capital Gains | None (or less than $1,001) | $201 - $1,000 | Stock Option |
| Spouse | — | — | PLTR - Palantir Technologies Inc. - Class A Common Stock | Corporate Securities | 2.25 | Strike price: $130.00 | CallExpires: 8/8/25 | Capital Gains | None (or less than $1,001) | $1,001 - $2,500 | Stock Option |
| Spouse | — | — | RGTI - Rigetti Computing, Inc. - Common stock | Corporate Securities | 2.26 | Strike price: $14.00 | CallExpires: 12/19/25 | Capital Gains | None (or less than $1,001) | $2,501 - $5,000 | Stock Option |
| Spouse | — | — | RGTI - Rigetti Computing, Inc. - Common stock | Corporate Securities | 2.27 | Strike price: $15.00 | CallExpires: 2/20/26 | Capital Gains | None (or less than $1,001) | $5,001 - $15,000 | Stock Option |
| Spouse | — | — | UPS - United Parcel Service, Inc. Common Stock | Corporate Securities | 2.28 | Strike price: $85.00 | CallExpires: 1/15/26 | Capital Gains | None (or less than $1,001) | $201 - $1,000 | Stock Option |
| Spouse | — | — | UPS - United Parcel Service, Inc. Common Stock | Corporate Securities | 2.29 | Strike price: $85.00 | CallExpires: 3/20/26 | Capital Gains | None (or less than $1,001) | $201 - $1,000 | Stock Option |
| Spouse | — | — | UPS - United Parcel Service, Inc. Common Stock | Corporate Securities | 2.30 | Strike price: $94.00 | CallExpires: 9/5/25 | Capital Gains | None (or less than $1,001) | $201 - $1,000 | Stock Option |
| Spouse | — | — | CM - Canadian Imperial Bank of Commerce Common Stock | Corporate Securities | 2.31 | — | Dividends, Capital Gains | $1,001 - $15,000 | $201 - $1,000 | Stock |
| Spouse | — | — | CVX - Chevron Corporation Common Stock | Corporate Securities | 2.32 | — | Dividends, Capital Gains | None (or less than $1,001) | $201 - $1,000 | Stock |
| Spouse | — | — | C - Citigroup, Inc. Common Stock | Corporate Securities | 2.33 | — | Dividends | $1,001 - $15,000 | None (or less than $201) | Stock |
| Spouse | — | — | CVS - CVS Health Corporation Common Stock | Corporate Securities | 2.34 | — | Dividends, Capital Gains | None (or less than $1,001) | $201 - $1,000 | Stock |
| Spouse | — | — | DELL - Dell Technologies Inc. Class C Common Stock | Corporate Securities | 2.35 | — | Dividends, Capital Gains | None (or less than $1,001) | $201 - $1,000 | Stock |
| Spouse | — | — | QBTS - D-Wave Quantum Inc. Common Shares | Corporate Securities | 2.36 | — | None | $1,001 - $15,000 | None (or less than $201) | Stock |
| Spouse | — | — | ENB - Enbridge Inc Common Stock | Corporate Securities | 2.37 | — | Dividends | None (or less than $1,001) | $201 - $1,000 | Stock |
| Spouse | — | — | SPAXX - Fidelity Government Money Market Fund | Corporate Securities | 2.38 | — | Dividends | $15,001 - $50,000 | $1,001 - $2,500 | Stock |
| Spouse | — | — | FSLR - First Solar, Inc. - Common Stock | Corporate Securities | 2.39 | — | Dividends | None (or less than $1,001) | $1,001 - $2,500 | Stock |
| Spouse | — | — | GSK - GSK plc American Depositary Shares (Each representing two Ordinary Shares) | Corporate Securities | 2.40 | — | None | $15,001 - $50,000 | None (or less than $201) | Stock |
| Spouse | — | — | HIMS - Hims & Hers Health, Inc. Class A Common Stock | Corporate Securities | 2.41 | — | Capital Gains | None (or less than $1,001) | $1,001 - $2,500 | Stock |
| Spouse | — | — | IBN - ICICI Bank Limited Common Stock | Corporate Securities | 2.42 | — | Dividends, Capital Gains | None (or less than $1,001) | $201 - $1,000 | Stock |
| Spouse | — | — | IONQ - IonQ, Inc. Common Stock | Corporate Securities | 2.43 | — | Capital Gains | $1,001 - $15,000 | $201 - $1,000 | Stock |
| Spouse | — | — | JNJ - Johnson & Johnson Common Stock | Corporate Securities | 2.44 | — | Dividends, Capital Gains | None (or less than $1,001) | $201 - $1,000 | Stock |
| Spouse | — | — | MSFT - Microsoft Corporation - Common Stock | Corporate Securities | 2.45 | — | Dividends, Capital Gains | $15,001 - $50,000 | $1,001 - $2,500 | Stock |
| Spouse | — | — | NNE - Nano Nuclear Energy Inc. - common stock | Corporate Securities | 2.46 | — | None | $1,001 - $15,000 | None (or less than $201) | Stock |
| Spouse | — | — | NEE - NextEra Energy, Inc. Common Stock | Corporate Securities | 2.47 | — | Dividends | $1,001 - $15,000 | None (or less than $201) | Stock |
| Spouse | — | — | NVS - Novartis AG Common Stock | Corporate Securities | 2.48 | — | Dividends | $15,001 - $50,000 | $1,001 - $2,500 | Stock |
| Spouse | — | — | NVDA - NVIDIA Corporation - Common Stock | Corporate Securities | 2.49 | — | Dividends, Capital Gains | $50,001 - $100,000 | $15,001 - $50,000 | Stock |
| Spouse | — | — | PLTR - Palantir Technologies Inc. - Class A Common Stock | Corporate Securities | 2.50 | — | None | $1,001 - $15,000 | None (or less than $201) | Stock |
| Spouse | — | — | PFE - Pfizer, Inc. Common Stock | Corporate Securities | 2.51 | — | Dividends, Capital Gains | $1,001 - $15,000 | $201 - $1,000 | Stock |
| Spouse | — | — | PG - Procter & Gamble Company (The) Common Stock | Corporate Securities | 2.52 | — | Dividends | $1,001 - $15,000 | None (or less than $201) | Stock |
| Spouse | — | — | TGT - Target Corporation Common Stock | Corporate Securities | 2.53 | Strike price: $103.00 | PutExpires: 9/26/25 | Capital Gains | None (or less than $1,001) | $201 - $1,000 | Stock Option |
| Spouse | — | — | XOM - Exxon Mobil Corporation Common Stock | Corporate Securities | 2.54 | Strike price: $120.00 | PutExpires: 8/15/25 | Capital Gains | None (or less than $1,001) | $201 - $1,000 | Stock Option |
| Spouse | — | — | QCOM - QUALCOMM Incorporated - Common Stock | Corporate Securities | 2.55 | — | Capital Gains | None (or less than $1,001) | $201 - $1,000 | Stock |
| Spouse | — | — | QUBT - Quantum Computing Inc. - Common Stock | Corporate Securities | 2.56 | — | None | $1,001 - $15,000 | None (or less than $201) | Stock |
| Spouse | — | — | O - Realty Income Corporation Common Stock | Corporate Securities | 2.57 | — | Dividends | $1,001 - $15,000 | None (or less than $201) | Stock |
| Spouse | — | — | RGTI - Rigetti Computing, Inc. - Common stock | Corporate Securities | 2.58 | — | None | $1,001 - $15,000 | None (or less than $201) | Stock |
| Spouse | — | — | Saab AB UNSPN ADS | Corporate Securities | 2.59 | — | Dividends | $1,001 - $15,000 | None (or less than $201) | Stock |
| Spouse | — | — | Sandoz Group AG Spon ADS Each Rep 1 Com | Corporate Securities | 2.60 | — | Dividends | $1,001 - $15,000 | None (or less than $201) | Stock |
| Spouse | — | — | LAES - SEALSQ Corp - Ordinary Shares | Corporate Securities | 2.61 | — | None | $1,001 - $15,000 | None (or less than $201) | Stock |
| Spouse | — | — | TSLA - Tesla, Inc. - Common Stock | Corporate Securities | 2.62 | — | None | $1,001 - $15,000 | None (or less than $201) | Stock |
| Spouse | — | — | TM - Toyota Motor Corporation Common Stock | Corporate Securities | 2.63 | — | Dividends | None (or less than $1,001) | $201 - $1,000 | Stock |
| Spouse | — | — | UPS - United Parcel Service, Inc. Common Stock | Corporate Securities | 2.64 | — | Dividends | $1,001 - $15,000 | — | Stock |
| Spouse | — | — | VALE - VALE S.A. American Depositary Shares Each Representing one common share | Corporate Securities | 2.65 | — | Dividends | $1,001 - $15,000 | $201 - $1,000 | Stock |
| Spouse | — | — | volkswagen AG Unsoin ads each rep 0.1 | Corporate Securities | 2.66 | — | None | $1,001 - $15,000 | None (or less than $201) | Stock |
| Spouse | — | — | Volvo Unsp Adr Each Rep Ord SHS | Corporate Securities | 2.67 | — | Capital Gains | None (or less than $1,001) | $201 - $1,000 | Stock |
| Spouse | — | — | WMT - Walmart Inc. - Common Stock | Corporate Securities | 2.68 | — | Dividends, Capital Gains | None (or less than $1,001) | $1,001 - $2,500 | Stock |
| Spouse | — | — | WMB - Williams Companies, Inc. (The) Common Stock | Corporate Securities | 2.69 | — | Dividends | $15,001 - $50,000 | $201 - $1,000 | Stock |
| Spouse | — | — | Us Treasury Bill Zero Cpn | Government Securities | 2.70 | Rate/Coupon: None Matures: None | Interest | None (or less than $1,001) | $1,001 - $2,500 | US Treasury/Agency Security |
| Spouse | — | — | Fidelity x5583 | Brokerage/Managed Account | 3 | — | — | -- | — | — |
| Spouse | — | — | FSELX - Semiconductors Portfolio | Corporate Securities | 3.1 | — | None | $15,001 - $50,000 | None (or less than $201) | Stock |
| Spouse | — | — | Fidelity x5583 | Brokerage/Managed Account | 4 | — | — | -- | — | — |
| Spouse | — | — | FXAIX - Fidelity 500 Index Fund | Corporate Securities | 4.1 | — | None | $15,001 - $50,000 | None (or less than $201) | Stock |
| Self | — | — | AGTHX - GROWTH FUND OF AMERICA - Class A | Mutual Funds | 5 | — | Dividends, Interest, Capital Gains | $50,001 - $100,000 | $5,001 - $15,000 | Mutual Fund |
| Self | — | — | AMECX - INCOME FUND OF AMERICA - Class A | Mutual Funds | 6 | — | Dividends, Interest, Capital Gains | $1,001 - $15,000 | $1,001 - $2,500 | Mutual Fund |
| Self | — | — | AIVSX - INVESTMENT CO OF AMERICA - Class A | Mutual Funds | 7 | — | Dividends, Interest, Capital Gains | $100,001 - $250,000 | $15,001 - $50,000 | Mutual Fund |
| Self | — | — | VK BUILD AMER BONDS INCOME #23 (BABS23) | Corporate Securities | 8 | Rate/Coupon: 0 Matures: 01/17/2036 | Interest | $1,001 - $15,000 | None (or less than $201) | Corporate Bond |
| Self | — | — | Simmons | Brokerage/Managed Account | 9 | — | — | -- | — | — |
| Self | — | — | BEXIX - Baron Emerging Markets Fund - Institutional Shares | Corporate Securities | 9.1 | — | 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 | 9.2 | — | Dividends, Capital Gains | $1,001 - $15,000 | $2,501 - $5,000 | Stock |
| Self | — | — | COSYX - Columbia Overseas Value Fund - Columbia Overseas Value Fund Institutional 3 Class | Corporate Securities | 9.3 | — | Dividends, Capital Gains | $1,001 - $15,000 | $1,001 - $2,500 | Stock |
| Self | — | — | FIHBX - Federated Hermes Institutional High Yield Bond Fund - Institutional Shares | Mutual Funds | 9.4 | — | Dividends, Capital Gains | $1,001 - $15,000 | None (or less than $201) | Mutual Fund |
| Self | — | — | FTRBX - Federated Hermes Total Return Bond Fund - Institutional Shares | Mutual Funds | 9.5 | — | Dividends, Interest, Capital Gains | $1,001 - $15,000 | None (or less than $201) | Mutual Fund |
| Self | — | — | FSPSX - Fidelity International Index Fund | Mutual Funds | 9.6 | — | Dividends, Capital Gains | $1,001 - $15,000 | $201 - $1,000 | Mutual Fund |
| Self | — | — | FMCSX - Fidelity Mid-Cap Stock Fund | Corporate Securities | 9.7 | — | Dividends, Capital Gains | $1,001 - $15,000 | $201 - $1,000 | Stock |
| Self | — | — | FTHSX - FullerThaler Behavioral Small-Cap Equity Fund - Institutional Shares | Corporate Securities | 9.8 | — | Dividends, Capital Gains | $1,001 - $15,000 | $201 - $1,000 | Stock |
| Self | — | — | PIMCO FOREIGN BOND (USD-HEDGED) | Mutual Funds | 9.9 | — | Dividends, Capital Gains | $1,001 - $15,000 | None (or less than $201) | Mutual Fund |
| Self | — | — | SFNC - Simmons First National Corporation - Common Stock | Corporate Securities | 9.10 | — | Dividends, Capital Gains | $1,001 - $15,000 | $2,501 - $5,000 | Stock |
| Self | — | — | SIMMONS BANK MONEY MARKET FUND | Mutual Funds | 9.11 | — | Capital Gains | $1,001 - $15,000 | None (or less than $201) | Mutual Fund |
| Self | — | — | TRLGX - T. Rowe Price Large-Cap Growth Fund - T. Rowe Price Large-Cap Growth Fund-I Class | Corporate Securities | 9.12 | — | Dividends, Capital Gains | $1,001 - $15,000 | $2,501 - $5,000 | Stock |
| Self | — | — | VBILX - Vanguard Intermediate-Term Bond Index Fund - Admiral Shares | Mutual Funds | 9.13 | — | Dividends, Capital Gains | $1,001 - $15,000 | None (or less than $201) | Mutual Fund |
| Self | — | Overland Park, Kansas | Simmons | Bank Deposit | 10 | Type: Checking | None | $1,001 - $15,000 | None (or less than $201) | — |
| Spouse | — | Overland Park, KS | UMB | Bank Deposit | 11 | Type: Checking | None | $1,001 - $15,000 | None (or less than $201) | — |
| Joint | — | Overland Park, KS | UMB | Bank Deposit | 12 | Type: Checking | None | $15,001 - $50,000 | None (or less than $201) | — |
| Spouse | — | Overland Park, KS | UMB | Bank Deposit | 13 | Type: Money Market Account | Interest | $100,001 - $250,000 | $2,501 - $5,000 | — |
| Spouse | — | Overland Park, KS | UMB | Bank Deposit | 14 | Type: Checking | None | $1,001 - $15,000 | None (or less than $201) | — |
