| Report type | Annual |
| Filing year | 2025 |
| Chamber | senate |
| EverBank | $100,001 - $250,000 · Interest · $5,001 - $15,000 |
| USAA | $50,001 - $100,000 · Interest · $201 - $1,000 |
| Charles Schwab Brokerage Account #1 | -- |
| Charles Schwab | $1,001 - $15,000 · Interest · None (or less than $201) |
| GWMIX - AMG GW&K Municipal Bond Fund - Class I | $250,001 - $500,000 · Dividends · $5,001 - $15,000 |
| BCOIX - Baird Core Plus Bond Fund - Institutional | $50,001 - $100,000 · Dividends · $2,501 - $5,000 |
| DHEIX - Diamond Hill Short Duration Securitized Bond Fund - Diamond Hill Short Duration Securitized Bond Fund Class I | $50,001 - $100,000 · Dividends, Capital Gains · $5,001 - $15,000 |
| NSTLX - Neuberger Berman Strategic Income Fund - Institutional Class | $1,001 - $15,000 · Dividends · $1,001 - $2,500 |
| VWSUX - Vanguard Ultra-Short-Term Tax-Exempt Fund - Admiral Shares | $100,001 - $250,000 · Dividends · $2,501 - $5,000 |
| CMNIX - Calamos Market Neutral Income Fund - Class I | $100,001 - $250,000 · Dividends, Capital Gains · $2,501 - $5,000 |
| DODFX - Dodge & Cox International Stock Fund - Class I | $50,001 - $100,000 · Dividends, Capital Gains · $2,501 - $5,000 |
| JOHIX - JOHCM International Select Fund - Institutional Shares | $15,001 - $50,000 · Dividends, Capital Gains · $201 - $1,000 |
| PDBC - Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF | $15,001 - $50,000 · Dividends · $201 - $1,000 |
| IJH - iShares Core S&P Mid-Cap ETF | $15,001 - $50,000 · Dividends · $201 - $1,000 |
| IAU - iShares Gold Trust Shares | $1,001 - $15,000 · None · None (or less than $201) |
| IWB - iShares Russell 1000 ETF | $100,001 - $250,000 · Dividends · $2,501 - $5,000 |
| IWM - iShares Russell 2000 ETF | $15,001 - $50,000 · Dividends, Capital Gains · $15,001 - $50,000 |
| NOBL - ProShares S&P 500 Dividend Aristocrats ETF | $100,001 - $250,000 · Dividends, Capital Gains · $2,501 - $5,000 |
| SCHF - Schwab International Equity ETF | $15,001 - $50,000 · Dividends · $201 - $1,000 |
| SCHA - Schwab U.S. Small-Cap ETF | $15,001 - $50,000 · Dividends · None (or less than $201) |
| MDY - State Street SPDR S&P MIDCAP 400 ETF Trust | $100,001 - $250,000 · Dividends · $2,501 - $5,000 |
| VEU - Vanguard FTSE All-World ex-US Index Fund - ETF Shares | $250,001 - $500,000 · Dividends, Capital Gains · $5,001 - $15,000 |
| VWO - Vanguard Emerging Markets Stock Index Fund - ETF Shares | $50,001 - $100,000 · Dividends, Capital Gains · $5,001 - $15,000 |
| VUG - Vanguard Growth Index Fund - ETF Shares | $100,001 - $250,000 · Dividends · None (or less than $201) |
| VTIP - Vanguard Short-Term Inflation-Protected Securities Index Fund - ETF Shares | $50,001 - $100,000 · Dividends · $2,501 - $5,000 |
| VSS - Vanguard FTSE All-World ex-US Small-Cap Index Fund - ETF Shares | None (or less than $1,001) · Dividends, Capital Gains · $2,501 - $5,000 |
| EIHYX - Eaton Vance High Yield Municipal Income Fund - Eaton Vance High Yield Municipal Income Fund Class I | None (or less than $1,001) · Dividends · $1,001 - $2,500 |
| Charles Schwab Brokerage Account #2 | -- |
| Charles Schwab | $1,001 - $15,000 · Interest · None (or less than $201) |
| Louisiana Loc Govt | $15,001 - $50,000 · Interest · $1,001 - $2,500 |
| Ball St Univ Ind Un | $15,001 - $50,000 · Interest · $1,001 - $2,500 |
| Cook Cnty Ill Sch D | $15,001 - $50,000 · Interest · $1,001 - $2,500 |
| Southeastern PA Tra | $15,001 - $50,000 · Interest · $201 - $1,000 |
| Illinois Fin Auth R | $15,001 - $50,000 · Interest · $1,001 - $2,500 |
| Wayne Cnty Mich Arp | $15,001 - $50,000 · None · None (or less than $201) |
| Harris Cnty Tex Cul | $15,001 - $50,000 · Interest · $1,001 - $2,500 |
| Lansing Mich Brd Wt | $15,001 - $50,000 · Interest · $1,001 - $2,500 |
| Maine Fin Auth Rev | $15,001 - $50,000 · Interest · $1,001 - $2,500 |
| Kansas St Dept Tran | $15,001 - $50,000 · Dividends · $1,001 - $2,500 |
| Wayne Cnty Mich Arp | $15,001 - $50,000 · Interest · $201 - $1,000 |
| … | 161 further assets are in the source document |