| owner | ticker | location | asset name | asset type | row number | description | income type | value range | income range | asset subtype |
|---|
| — | — | Orlando, FL, US | 2024 Advanced Joint and Spine Institute, 2% Interest | OL | 1 | Medical Services | None | $1,001 - $15,000 | — | — |
| — | — | Orlando, FL, US | 2024 DJ5A LLC Final | OL | 2 | Outpatient Surgical Center | None | None | — | — |
| SP | — | FL | 2024 Florida 529 Savings Plan | 5P | 3 | Adam | Tax-Deferred | $100,001 - $250,000 | — | — |
| SP | — | FL | 2024 Florida 529 Savings Plan | 5P | 4 | Ayesha | Tax-Deferred | $50,001 - $100,000 | — | — |
| SP | — | FL | 2024 Florida 529 Savings Plan | 5P | 5 | Imran | Tax-Deferred | $100,001 - $250,000 | — | — |
| SP | — | FL | 2024 Florida 529 Savings Plan | 5P | 6 | Yasmeen | Tax-Deferred | $50,001 - $100,000 | — | — |
| — | — | Orlando, FL, US | 2024 MediResolve Services Inc, 100% Interest | OL | 7 | Medical Legal Consulting | Distributions | $1,000,001 - $5,000,000 | — | — |
| — | — | Orlando, FL, US | 2024 Sandlake Surgicenter LLC | OL | 8 | Outpatient Surgical Center | Interest, Active Business | $100,001 - $250,000 | — | — |
| — | — | Orlando, FL, US | 2024 SCA Sand Lake LLC | OL | 9 | Outpatient Surgical Center | Interest, Active Business | $50,001 - $100,000 | — | — |
| — | — | Orlando, FL, US | 2024 SLSC Partners | OL | 10 | Medical Services | Interest, Active Business | $15,001 - $50,000 | — | — |
| — | — | Orlando, FL, US | 2024 Spine and Brain Neurosurgery Center Inc | OL | 11 | Medical Practice | Active Business | $250,001 - $500,000 | — | — |
| — | — | Orlando, FL, US | 2024 VP 85 LLC Final | OL | 12 | Outpatient Surgical Center | None | None | — | — |
| — | — | — | 2024 Wells Fargo Platinum Savings | BA | 13 | — | Interest | $100,001 - $250,000 | — | — |
| — | — | — | 2024 Wells Fargo Premier Checking | BA | 14 | — | Interest | $15,001 - $50,000 | — | — |
| — | — | — | 2024- Guardian Life Insurance | WU | 15 | Cash surrender value | Tax-Deferred | $1,000,001 - $5,000,000 | — | — |
| — | — | — | 2024- Guardian Life Insurance | WU | 16 | Cash surrender value | Tax-Deferred | $250,001 - $500,000 | — | — |
| — | — | — | 2024- Guardian Life Insurance | WU | 17 | Cash surrender value | Tax-Deferred | $1,000,001 - $5,000,000 | — | — |
| SP | — | — | 2024- Guardian Life Insurance | WU | 18 | Cash surrender value | Tax-Deferred | $50,001 - $100,000 | — | — |
| SP | — | — | 2024- Guardian Life Insurance | WU | 19 | Cash surrender value | Tax-Deferred | $50,001 - $100,000 | — | — |
| SP | — | Miami, FL, US | 2025 + 2024 FHR Real Estate Holdings LLC | RP | 20 | FHR Holdings, Miami condo | Rent | $500,001 - $1,000,000 | — | — |
| — | — | Orlando / Oviedo, FL, US | 2025 + 2024 MYKA Property VII LLC | OL | 21 | Commercial Rentals | Dividends, Interest, Rent | $1,000,001 - $5,000,000 | — | — |
| — | — | Orlando, FL, US | 2025 + 2024 VP 180 LLC Final | OL | 22 | Outpatient Surgical Center | None | None | — | — |
| — | — | Orlando, FL, US | 2025 + 2024 VP 80 LLC Final | OL | 23 | Outpatient Surgical Center | None | None | — | — |
| — | — | Orlando, FL, US | 2025 + 2026 MediResolve Services Inc | OL | 24 | Medical Legal Consulting | Distributions | $500,001 - $1,000,000 | — | — |
| — | — | Orlando, FL, US | 2025 Advanced Joint and Spine Institute, 2% Interest | OL | 25 | Medical Services | None | $1,001 - $15,000 | — | — |
| SP | — | FL | 2025 Florida 529 Savings Plan | 5P | 26 | Ayesha | Tax-Deferred | $50,001 - $100,000 | — | — |
| SP | — | FL | 2025 Florida 529 Savings Plan | 5P | 27 | Adam | Tax-Deferred | $250,001 - $500,000 | — | — |
| SP | — | FL | 2025 Florida 529 Savings Plan | 5P | 28 | Yasmeen | Tax-Deferred | $100,001 - $250,000 | — | — |
| SP | — | FL | 2025 Florida 529 Savings Plan | 5P | 29 | Imran | Tax-Deferred | $100,001 - $250,000 | — | — |
| — | — | Orlando, FL, US | 2025 Sand Lake Surgicenter LLC | OL | 30 | Outpatient Surgical Center | Interest, Active Business, Rent | $250,001 - $500,000 | — | — |
| — | — | Orlando, FL, US | 2025 SCA Sand Lake LLC CLOSED | OL | 31 | Outpatient Surgical Center | Interest, Active Business | None | — | — |
| — | — | Orlando, FL, US | 2025 SLSC Partners LLC | OL | 32 | Medical Services | Interest, Active Business | $100,001 - $250,000 | — | — |
| — | — | Orlando, FL, US | 2025 Spine and Brain Neurosurgery Center Inc, 51% Interest | OL | 33 | Medical Practice | Active Business | $100,001 - $250,000 | — | — |
| — | — | — | 2025 Wells Fargo Platinum Savings | BA | 34 | — | Interest | $250,001 - $500,000 | — | — |
| — | — | — | 2025 Wells Fargo Premier Checking | BA | 35 | — | Interest | $50,001 - $100,000 | — | — |
| — | — | — | 2025- Guardian Life Insurance | WU | 36 | Cash surrender value | Tax-Deferred | $1,000,001 - $5,000,000 | — | — |
| SP | — | — | 2025- Guardian Life Insurance | WU | 37 | Cash surrender value | Tax-Deferred | $100,001 - $250,000 | — | — |
| SP | — | — | 2025- Guardian Life Insurance | WU | 38 | Cash surrender value | Tax-Deferred | $100,001 - $250,000 | — | — |
| — | — | — | 2025- Guardian Life Insurance | WU | 39 | Cash surrender value | Tax-Deferred | $1,000,001 - $5,000,000 | — | — |
| — | — | — | 2025- Guardian Life Insurance | WU | 40 | Cash surrender value | Tax-Deferred | $250,001 - $500,000 | — | — |
| SP | — | FL | 2026 Florida 529 Savings Plan | 5P | 41 | Adam | Tax-Deferred | $250,001 - $500,000 | — | — |
| SP | — | FL | 2026 Florida 529 Savings Plan | 5P | 42 | Ayesha | Tax-Deferred | $50,001 - $100,000 | — | — |
| SP | — | FL | 2026 Florida 529 Savings Plan | 5P | 43 | Yasmeen | Tax-Deferred | $100,001 - $250,000 | — | — |
| SP | — | FL | 2026 Florida 529 Savings Plan | 5P | 44 | Imran | Tax-Deferred | $100,001 - $250,000 | — | — |
| SP | — | — | 2026 National Grid PLC | OT | 45 | National Grid PLC Compushare | Dividends | $15,001 - $50,000 | — | — |
| — | — | — | 2026- Guardian Life Insurance | WU | 46 | Cash surrender value | Tax-Deferred | $1,000,001 - $5,000,000 | — | — |
| — | — | — | 2026- Guardian Life Insurance | WU | 47 | Cash surrender value | Tax-Deferred | $250,001 - $500,000 | — | — |
| — | — | — | 2026- Guardian Life Insurance | WU | 48 | Cash surrender value | Tax-Deferred | $1,000,001 - $5,000,000 | — | — |
| SP | — | — | 2026- Guardian Life Insurance | WU | 49 | Cash surrender value | Tax-Deferred | $100,001 - $250,000 | — | — |
| SP | — | — | 2026- Guardian Life Insurance | WU | 50 | Cash surrender value | Tax-Deferred | $100,001 - $250,000 | — | — |
| SP | — | — | Ameriprise Financial, Inc. Common Stock (AMP) | ST | 51 | — | Capital Gains, Dividends | $15,001 - $50,000 | — | — |
| SP | — | — | JP Morgan Chase Bank NA | BA | 52 | — | Interest | $50,001 - $100,000 | — | — |
| SP | — | — | JPMorgan Chase Bank NA | BA | 53 | — | None | $50,001 - $100,000 | — | — |
| SP | — | — | JPMorgan Chase Bank NA June 2026 | BA | 54 | — | None | $1,001 - $15,000 | — | — |
| SP | — | — | JPMorgan Chase Bank NA June 2026 | BA | 55 | — | Interest | $100,001 - $250,000 | — | — |
| SP | — | — | JPMorgan Chase Bank NA June 2026 | BA | 56 | — | Interest | $50,001 - $100,000 | — | — |
| — | — | — | June 2026 Wells Fargo Platinum Savings | BA | 57 | — | Interest | $250,001 - $500,000 | — | — |
| — | — | — | June 2026 Wells Fargo Premier Checking | BA | 58 | — | Interest | $15,001 - $50,000 | — | — |
| SP | — | — | NATIONAL GRID CO PLC (NGPRF) | ST | 59 | — | Dividends | $1,001 - $15,000 | — | — |
| SP | — | — | Truist Bank | BA | 60 | — | None | $1,001 - $15,000 | — | — |
| SP | — | — | Truist Bank June 2026, 2025 + 2024 | BA | 61 | — | None | $12,112.00 | — | — |
| — | — | — | 1919 Financial Services Fund Cl A (SBFAX) | MF | 62 | — | Dividends | $50,001 - $100,000 | — | — |
| — | — | — | Bank of America NA Money Market | BA | 63 | — | Interest | $50,001 - $100,000 | — | — |
| — | — | — | BlackRock Liquidity Funds TempCash - Institutional (TMCXX) | MF | 64 | — | Dividends, Interest | $15,001 - $50,000 | — | — |
| — | — | — | BlackRock Strategic Municipal Opportunities Fund Cl A (MEMTX) | MF | 65 | — | Dividends | $15,001 - $50,000 | — | — |
| — | — | — | Credit Suisse High Income Fund Class A (CHIAX) | MF | 66 | — | Dividends | $50,001 - $100,000 | — | — |
| — | — | — | Federated Hermes Institutional Prime Obligations Fund IS Class (POIXX) | MF | 67 | — | Dividends | $250,001 - $500,000 | — | — |
| — | — | — | Geron Corporation - Common Stock (GERN) | ST | 68 | — | None | $1,001 - $15,000 | — | — |
| — | — | — | Ishares Cohen & Steers REIT ETF ICF 2.661% | RF | 69 | — | Dividends | $100,001 - $250,000 | — | — |
| — | — | — | iShares Core High Dividend ETF (HDV) | EF | 70 | — | Dividends | $100,001 - $250,000 | — | — |
| — | — | — | Lord Abbett Investment Trust Short Duration Income Fd Cl A (LALDX) | MF | 71 | — | Dividends | $15,001 - $50,000 | — | — |
| — | — | — | SoFi Technologies, Inc. - Common Stock (SOFI) | ST | 72 | — | None | $15,001 - $50,000 | — | — |
| — | — | — | Fidelity Investments Money Market FDS Instl | BA | 73 | — | Dividends | $1,000,001 - $5,000,000 | — | — |
| — | — | — | Abbvie Inc Callable 2/14/26 | CS | 74 | Abbvie 3.2% | Interest | $15,001 - $50,000 | — | — |
| — | — | — | AT & T Callable 6/16/28 | CS | 75 | AT & T Inc 4.1% | Interest | $15,001 - $50,000 | — | — |
| — | — | — | BP Capital Callable 6/19/27 | CS | 76 | BP Capital 3.279% | Interest | $15,001 - $50,000 | — | — |
| — | — | — | Capital One Financial callable 06/28/26 | CS | 77 | Capital One Financial 3.75% | Interest | $15,001 - $50,000 | — | — |
| — | — | — | Charles Cnty MD | GS | 78 | Charles Cnty MD 5% Tax Exempt | Interest | $50,001 - $100,000 | — | — |
| — | — | — | Charles Schwab Bank, Cash, Bank Sweep | BA | 79 | — | Interest | $250,001 - $500,000 | — | — |
| — | — | — | Citigroup Inc | CS | 80 | Citigroup 4.45% | Interest | $15,001 - $50,000 | — | — |
| — | — | — | Clark Cnty Nev Arpt | CS | 81 | Clark Cnty NV Arpt 5% Tax Exempt | Interest | $50,001 - $100,000 | — | — |
| — | — | — | Fairfax Cnty VA | GS | 82 | Fairfax County Virg 5% Tax Exempt | Interest | $15,001 - $50,000 | — | — |
| — | — | — | General Motors callable 9/01/2025 | CS | 83 | General Motors 6.125% | Capital Gains, Interest | $15,001 - $50,000 | — | — |
| — | — | — | Indiana Univ Lease | CS | 84 | Indiana Univ Lease 5% Tax Exempt | Interest | $15,001 - $50,000 | — | — |
| — | — | — | Johnson & Johnson callable 12/01/25 | CS | 85 | Johnson & Johnson 2.45% | Interest | $1,001 - $15,000 | — | — |
| — | — | — | Lowe's Co Callable 01/15/26 | CS | 86 | Lowe's Co 2.5% | Interest | $15,001 - $50,000 | — | — |
| — | — | — | Madison Cnty KY SD | GS | 87 | Madison Cnty KY SD 4% Tax Exempt | Interest | $15,001 - $50,000 | — | — |
| — | — | — | Maine Muni Bd Bk | BA | 88 | ME Mun BD BK 5% | Interest | $15,001 - $50,000 | — | — |
| — | — | — | Maryland St Stad AU | GS | 89 | Maryland St Stadium 5% Tax Exempt | Interest | $15,001 - $50,000 | — | — |
| — | — | — | Metropolitan Trans | GS | 90 | Metropolitan Trans 5% Tax Exempt | Interest | $15,001 - $50,000 | — | — |
| — | — | — | New York St Dorm Auth | GS | 91 | New York ST Dorm Auth 5% Tax Exempt | Interest | $15,001 - $50,000 | — | — |
| — | — | — | Ohio ST | GS | 92 | Ohio St 5% Tax Exempt | Interest | $15,001 - $50,000 | — | — |
| — | — | — | Omaha NE Pub Pwr Dist | GS | 93 | Omaha NE Pub Pwr Dist 5% Tax Exempt | Interest | $50,001 - $100,000 | — | — |
| — | — | — | Pepsico Inc callable 11/24/25 | CS | 94 | Pepsico Inc 2.85% | Interest | $15,001 - $50,000 | — | — |
| — | — | — | Phoenix Arizona CVC Arpt | GS | 95 | Phoenix AZ CVC Arpt 5% Tax Exempt | Interest | $15,001 - $50,000 | — | — |
| — | — | — | RTX Corp Callable 08/16/28 | CS | 96 | RTS Corp 4.125% | Interest | $1,001 - $15,000 | — | — |
| — | — | — | Schwab Government Money non-sweep | BA | 97 | — | Capital Gains, Dividends | $1,000,001 - $5,000,000 | — | — |
| — | — | — | Schwab US Treasury Money Non-sweep | BA | 98 | — | Capital Gains, Dividends | $1,000,001 - $5,000,000 | — | — |
| — | — | — | SIOUX Falls S D | GS | 99 | Sioux Falls SD 5% Tax Exempt | Interest | $50,001 - $100,000 | — | — |
| — | — | — | Snohomish Cnty Wash | GS | 100 | Snohomish Cnty Wash 4% Tax Exempt | Interest | $50,001 - $100,000 | — | — |
| — | — | — | Texas WTR Dev BRD | GS | 101 | Texas WTR Dev BRD 5% Tax exempt | Interest | $15,001 - $50,000 | — | — |
| — | — | — | 1919 Financial Services Fund Cl A (SBFAX) | MF | 102 | — | Capital Gains, Dividends | $50,001 - $100,000 | — | — |
| — | — | — | Alphabet Inc. - Class C Capital Stock (GOOG) | ST | 103 | — | Dividends | $50,001 - $100,000 | — | — |
| — | — | — | Amazon.com, Inc. - Common Stock (AMZN) | ST | 104 | — | None | $50,001 - $100,000 | — | — |
| — | — | — | Bank of America, NA Money Market | BA | 105 | — | Interest | $100,001 - $250,000 | — | — |
| — | — | — | BlackRock Liquidity Funds TempCash - Institutional (TMCXX) | MF | 106 | Money Market Mutual Funds | Dividends | $15,001 - $50,000 | — | — |
| — | — | — | BlackRock Strategic Municipal Opportunities Fund Cl A (MEMTX) | MF | 107 | — | Dividends | $15,001 - $50,000 | — | — |
| — | — | — | Credit Suisse High Income Fund Class A (CHIAX) | MF | 108 | — | Dividends | $50,001 - $100,000 | — | — |
| — | — | — | Federated Hermes Institutional Prime Obligations Fund IS Class (POIXX) | MF | 109 | — | Dividends | $250,001 - $500,000 | — | — |
| — | — | — | FIMM Treasury Money Market | BA | 110 | — | Dividends, Interest | $15,001 - $50,000 | — | — |
| — | — | — | Geron Corporation - Common Stock (GERN) | ST | 111 | — | None | $1,001 - $15,000 | — | — |
| — | — | — | iShares Core High Dividend ETF (HDV) | EF | 112 | — | Dividends | $100,001 - $250,000 | — | — |
| — | — | — | iShares Select U.S. REIT ETF (ICF) | EF | 113 | — | Dividends | $100,001 - $250,000 | — | — |
| — | — | — | Lord Abbett Short Duration Income FD CL A | AB | 114 | — | Dividends | $15,001 - $50,000 | — | — |
| — | — | — | Meta Platforms, Inc. - Class A Common Stock (META) | ST | 115 | — | Dividends | $50,001 - $100,000 | — | — |
| — | — | — | NVIDIA Corporation - Common Stock (NVDA) | ST | 116 | — | Dividends | $50,001 - $100,000 | — | — |
| — | — | — | Palantir Technologies Inc. Class A Common Stock (PLTR) | ST | 117 | — | None | $100,001 - $250,000 | — | — |
| — | — | — | SoFi Technologies, Inc. - Common Stock (SOFI) | ST | 118 | — | None | $50,001 - $100,000 | — | — |
| — | — | — | Strategy Inc - Class A Common Stock (MSTR) | ST | 119 | — | None | $15,001 - $50,000 | — | — |
| — | — | — | Tesla, Inc. - Common Stock (TSLA) | ST | 120 | — | None | $250,001 - $500,000 | — | — |
| — | — | — | Fidelity Investments Money Market FDS Instl | BA | 121 | — | Dividends | $1,000,001 - $5,000,000 | — | — |
| — | — | — | Abbvie Inc Callable 2/14/26 | CS | 122 | 3.2% | Interest | $15,001 - $50,000 | — | — |
| — | — | — | AT & T Inc Callable 11/15/27 | CS | 123 | 4.1% | Interest | $15,001 - $50,000 | — | — |
| — | — | — | BP Capital Callable 6/19/27 | CS | 124 | 3.279% | Interest | $15,001 - $50,000 | — | — |
| — | — | — | Capital One Financial callable 06/28/26 | CS | 125 | 3.279% | Interest | $15,001 - $50,000 | — | — |
| — | — | — | Charles Cnty MD | CS | 126 | 5% Tax Exempt | Interest | $50,001 - $100,000 | — | — |
| — | — | — | Charles Schwab Bank, Cash, Bank Sweep | BA | 127 | — | Interest | $500,001 - $1,000,000 | — | — |
| — | — | — | Citigroup Inc | CS | 128 | 4.45% | Interest | $15,001 - $50,000 | — | — |
| — | — | — | Fairfax Cnty VA | GS | 129 | 5% Tax Exempt | Interest | $15,001 - $50,000 | — | — |
| — | — | — | Johnson & Johnson | CS | 130 | 2.45% | Interest | $1,001 - $15,000 | — | — |
| — | — | — | Lowe's Co Callable 01/15/26 | CS | 131 | 2.5% | Interest | $15,001 - $50,000 | — | — |
| — | — | — | Maine Muni Bd Bk | GS | 132 | 5% Tax Exempt | Interest | $15,001 - $50,000 | — | — |
| — | — | — | Maryland St Stad AU | GS | 133 | 5% Tax Exempt | Interest | $15,001 - $50,000 | — | — |
| — | — | — | Metropolitan Trans | GS | 134 | 5% Tax Exempt | Interest | $15,001 - $50,000 | — | — |
| — | — | — | New York St Dorm Auth | GS | 135 | 5% Tax Exempt | Interest | $15,001 - $50,000 | — | — |
| — | — | — | Omaha NE Pub Pwr Dist | CS | 136 | 5% | Interest | $50,001 - $100,000 | — | — |
| — | — | — | Pepsico Inc | CS | 137 | 2.85% | Interest | $15,001 - $50,000 | — | — |
| — | — | — | Phoenix Arizona CVC Arpt | GS | 138 | 5% Tax Exempt | Interest | $15,001 - $50,000 | — | — |
| — | — | — | RTX Corp Callable 08/16/28 | CS | 139 | 4.125% | Interest | $1,001 - $15,000 | — | — |
| — | — | — | Schwab Government Money non-sweep | BA | 140 | — | Capital Gains, Dividends, Interest | $1,000,001 - $5,000,000 | — | — |
| — | — | — | Schwab US Treasury Money Non-sweep | BA | 141 | — | Capital Gains, Dividends | $1,000,001 - $5,000,000 | — | — |
| — | — | — | Snohomish Cnty Wash | CS | 142 | 4% Tax Exempt | Interest | $50,001 - $100,000 | — | — |
| — | — | — | Texas WTR Dev BRD | GS | 143 | 5% Tax Exempt | Interest | $15,001 - $50,000 | — | — |
| — | — | — | 1919 Financial Services Fund Cl A (SBFAX) | MF | 144 | — | Dividends | $50,001 - $100,000 | — | — |
| — | — | — | Alphabet Inc. - Class C Capital Stock (GOOG) | ST | 145 | — | Dividends | $100,001 - $250,000 | — | — |
| — | — | — | Amazon.com, Inc. - Common Stock (AMZN) | ST | 146 | — | None | $50,001 - $100,000 | — | — |
| — | — | — | Bank of America NA Money Market | BA | 147 | — | Interest | $250,001 - $500,000 | — | — |
| — | — | — | BlackRock Liquidity Funds TempCash - Institutional (TMCXX) | MF | 148 | — | Dividends | $15,001 - $50,000 | — | — |
| — | — | — | BlackRock Strategic Municipal Opportunities Fund Cl A (MEMTX) | MF | 149 | — | Dividends | $15,001 - $50,000 | — | — |
| — | — | — | Credit Suisse High Income Fund Class A (CHIAX) | MF | 150 | — | Dividends | $50,001 - $100,000 | — | — |
| — | — | — | Federated Hermes Institutional Prime Obligations Fund IS Class (POIXX) | MF | 151 | — | Dividends | $250,001 - $500,000 | — | — |
| — | — | — | FIMM Treasury Money Market | BA | 152 | — | Interest | $15,001 - $50,000 | — | — |
| — | — | — | Geron Corporation - Common Stock (GERN) | ST | 153 | — | None | $1,001 - $15,000 | — | — |
| — | — | — | iShares Core High Dividend ETF (HDV) | EF | 154 | — | Dividends | $100,001 - $250,000 | — | — |
| — | — | — | iShares Select U.S. REIT ETF (ICF) | EF | 155 | — | Dividends | $100,001 - $250,000 | — | — |
| — | — | — | Lord Abbett Investment Trust Short Duration Income Fd Cl A (LALDX) | MF | 156 | — | Dividends | $15,001 - $50,000 | — | — |
| — | — | — | Meta Platforms, Inc. - Class A Common Stock (META) | ST | 157 | — | Dividends | $15,001 - $50,000 | — | — |
| — | — | — | NVIDIA Corporation - Common Stock (NVDA) | ST | 158 | — | Dividends | $50,001 - $100,000 | — | — |
| — | — | — | Palantir Technologies Inc. - Class A Common Stock (PLTR) | ST | 159 | — | None | $50,001 - $100,000 | — | — |
| — | — | — | SoFi Technologies, Inc. - Common Stock (SOFI) | ST | 160 | — | None | $50,001 - $100,000 | — | — |
| — | — | — | Strategy Inc - Class A Common Stock (MSTR) | ST | 161 | — | None | $1,001 - $15,000 | — | — |
| — | — | — | Tesla, Inc. - Common Stock (TSLA) | ST | 162 | — | None | $250,001 - $500,000 | — | — |
| — | — | — | Fidelity Insti Money Market Funds Money Market Port - Inst Cl (FNSXX) | MF | 163 | as of June 30 | Capital Gains, Dividends, Interest | $500,001 - $1,000,000 | — | — |
| — | — | Orlando, FL, US | Doc's Grove Commercial Rental | RP | 164 | Doc's Grove | Rent | $1,000,001 - $5,000,000 | — | — |
| — | — | Lake Mary, FL, US | Lk Mary Commercial Rental | RP | 165 | Lk Mary Commercial rental | Rent | $500,001 - $1,000,000 | — | — |
