| Report type | Annual |
| Filing year | 2025 |
| Chamber | senate |
| IRA Contributory | -- |
| XLE - Energy Select Sector SPDR ETF | $50,001 - $100,000 · Excepted Investment Fund · None (or less than $201) |
| EVRG - Evergy, Inc. | $1,001 - $15,000 · None · None (or less than $201) |
| FCNTX - Fidelity Contrafund | $250,001 - $500,000 · Excepted Investment Fund · None (or less than $201) |
| FMIJX - FMI International | $100,001 - $250,000 · Excepted Investment Fund · None (or less than $201) |
| GE - GE Aerospace Common Stock | $1,001 - $15,000 · None · None (or less than $201) |
| HACAX - Harbor Capital Appreciation Instl | $250,001 - $500,000 · Excepted Investment Fund · None (or less than $201) |
| ACSTX - Invesco Comstock A | $250,001 - $500,000 · Excepted Investment Fund · None (or less than $201) |
| KXI - iShares Global Consumer Staples ETF | $50,001 - $100,000 · Excepted Investment Fund · None (or less than $201) |
| IWD - iShares Russell 1000 Value ETF | $100,001 - $250,000 · Excepted Investment Fund · None (or less than $201) |
| IAT - iShares US Regional Banks ETF | $50,001 - $100,000 · Excepted Investment Fund · None (or less than $201) |
| JACTX - Janus Henderson Forty T | $500,001 - $1,000,000 · Excepted Investment Fund · None (or less than $201) |
| Schwab Bank | $1,001 - $15,000 · None · None (or less than $201) |
| QQQ - Invesco QQQ Trust | $250,001 - $500,000 · Excepted Investment Fund · None (or less than $201) |
| TJX - The TJX Companies, Inc. | $50,001 - $100,000 · None · None (or less than $201) |
| GDX - VanEck Vectors Gold Miners ETF | $50,001 - $100,000 · Excepted Investment Fund · None (or less than $201) |
| VGSTX - Vanguard STAR Inv | $100,001 - $250,000 · Excepted Investment Fund · None (or less than $201) |
| VWINX - Vanguard Wellesley Income Inv | $100,001 - $250,000 · Excepted Investment Fund · None (or less than $201) |
| SNVXX - Schwab Government Money Fund - Investor Shares | $50,001 - $100,000 · Excepted Investment Fund · None (or less than $201) |
| AVGO - Broadcom Inc. - Common Stock | $1,001 - $15,000 · None · None (or less than $201) |
| DELL - Dell Technologies Inc | $1,001 - $15,000 · None · None (or less than $201) |
| EVTMX - Eaton Vance Dividend Builder Fd Cl A | $50,001 - $100,000 · Excepted Investment Fund · None (or less than $201) |
| FAGAX - Fidelity Advisor Series II | $100,001 - $250,000 · Excepted Investment Fund · None (or less than $201) |
| VAFAX - Invesco American Franchise Fund Class A | $15,001 - $50,000 · Excepted Investment Fund · None (or less than $201) |
| MSIGX - Invesco Main Street Fund Class A | $100,001 - $250,000 · Excepted Investment Fund · None (or less than $201) |
| RSP - Invesco S&P 500 Equal Weight ETF | $1,001 - $15,000 · Excepted Investment Fund · None (or less than $201) |
| GEV - GE Vernova Inc. Common Stock | $1,001 - $15,000 · None · None (or less than $201) |
| IRA Rollover #1 | -- |
| FHYTX - Federated Hermes Opportunistic High Yield Bond F | $15,001 - $50,000 · Excepted Investment Fund · None (or less than $201) |
| GE - GE Aerospace Common Stock | $15,001 - $50,000 · None · None (or less than $201) |
| GEHC - GE HealthCare Technologies Inc. - Common Stock | $1,001 - $15,000 · None · None (or less than $201) |
| SNSXX - Schwab U.S. Treasury Money Fund - Investor Shares | $1,001 - $15,000 · Excepted Investment Fund · None (or less than $201) |
| GEV - GE Vernova Inc. Common Stock | $15,001 - $50,000 · None · None (or less than $201) |
| WAB - Westinghouse Air Brake Technologies Corporation Common Stock | $1,001 - $15,000 · None · None (or less than $201) |
| IRA Rollover #2 | -- |
| FEQIX - Fidelity Equity-Income | $100,001 - $250,000 · Excepted Investment Fund · None (or less than $201) |
| FMAGX - Fidelity Magellan | $100,001 - $250,000 · Excepted Investment Fund · None (or less than $201) |
| FPURX - Fidelity Puritan | $100,001 - $250,000 · Excepted Investment Fund · None (or less than $201) |
| Self Employment IRA (SEP) | -- |
| MSIGX - Oppenheimer Main Street A | $15,001 - $50,000 · Excepted Investment Fund · None (or less than $201) |
| … | 152 further assets are in the source document |