| Report type | Annual |
| Filing year | 2025 |
| Chamber | senate |
| Edward Jones Brokerage #1 | -- |
| Edward Jones Investments | $1,001 - $15,000 · None · None (or less than $201) |
| Lincoln Shareholdrs Adv Old Contract #953048073 | -- |
| American Funds IS Growth Income Fund | $15,001 - $50,000 · Excepted Investment Fund · None (or less than $201) |
| American Funds IS Global Growth Fund | $15,001 - $50,000 · Excepted Investment Fund · None (or less than $201) |
| American Funds IS WashMutual Ivsts Fund | $15,001 - $50,000 · Excepted Investment Fund · None (or less than $201) |
| American Funds IS The Bond Fund of America | $1,001 - $15,000 · Excepted Investment Fund · None (or less than $201) |
| CWGIX - American Funds Capital World Growth & Income Fun | $1,001 - $15,000 · Excepted Investment Fund · $201 - $1,000 |
| AMECX - The Income Fund of America Class A Shares | $15,001 - $50,000 · Excepted Investment Fund · $1,001 - $2,500 |
| AIVSX - American Funds Investment CO of America A | $50,001 - $100,000 · Excepted Investment Fund · $2,501 - $5,000 |
| ANWPX - New Perspective Fund Class A Shares | $50,001 - $100,000 · Excepted Investment Fund · $1,001 - $2,500 |
| IRA #1 | -- |
| Edward Jones Investments | $1,001 - $15,000 · None · None (or less than $201) |
| VYM - Vanguard High Dividend Yield ETF | $15,001 - $50,000 · Excepted Investment Fund · None (or less than $201) |
| VIG - Vanguard Div Appreciation ETF | $15,001 - $50,000 · Excepted Investment Fund · None (or less than $201) |
| VSS - Vanguard FTSE All-Wld ex-US SmCp Idx ETF | $1,001 - $15,000 · Excepted Investment Fund · None (or less than $201) |
| VWO - Vanguard FTSE Emerging Markets ETF | $1,001 - $15,000 · Excepted Investment Fund · None (or less than $201) |
| VUG - Vanguard Growth ETF | $1,001 - $15,000 · Excepted Investment Fund · None (or less than $201) |
| VB - Vanguard Small-Cap ETF | $1,001 - $15,000 · Excepted Investment Fund · None (or less than $201) |
| BIV - Vanguard Intermediate-Term Bond ETF | $15,001 - $50,000 · Excepted Investment Fund · None (or less than $201) |
| VEU - Vanguard FTSE All World Ex US ETF | $15,001 - $50,000 · Excepted Investment Fund · None (or less than $201) |
| VO - Vanguard Mid-Cap ETF | $1,001 - $15,000 · Excepted Investment Fund · None (or less than $201) |
| BSV - Vanguard Short-Term Bond Index Fund ETF Shares | $15,001 - $50,000 · Excepted Investment Fund · None (or less than $201) |
| VIGI - Vanguard International Dividend Appreciation Index Fund - ETF Shares | $1,001 - $15,000 · Excepted Investment Fund · None (or less than $201) |
| IRA #2 | -- |
| VIG - Vanguard Div Appreciation ETF | $1,001 - $15,000 · Excepted Investment Fund · None (or less than $201) |
| VUG - Vanguard Growth ETF | $1,001 - $15,000 · Excepted Investment Fund · None (or less than $201) |
| VTV - Vanguard Value ETF | $1,001 - $15,000 · Excepted Investment Fund · None (or less than $201) |
| VEU - Vanguard FTSE All World Ex US ETF | $1,001 - $15,000 · Excepted Investment Fund · None (or less than $201) |
| VSS - Vanguard FTSE All-Wld ex-US SmCp Idx ETF | $1,001 - $15,000 · Excepted Investment Fund · None (or less than $201) |
| VO - Vanguard Mid-Cap ETF | $1,001 - $15,000 · Excepted Investment Fund · None (or less than $201) |
| BSV - Vanguard Short-Term Bond ETF | $1,001 - $15,000 · Excepted Investment Fund · None (or less than $201) |
| TRGXX - T ROWE PRICE US TREASURY MONEY CLI | $1,001 - $15,000 · Excepted Investment Fund · None (or less than $201) |
| VB - Vanguard Small-Cap ETF | $1,001 - $15,000 · Excepted Investment Fund · None (or less than $201) |
| BIV - Vanguard Intermediate-Term Bond ETF | $1,001 - $15,000 · Excepted Investment Fund · None (or less than $201) |
| VIGI - Vanguard International Dividend Appreciation Index Fund - ETF Shares | $1,001 - $15,000 · Excepted Investment Fund · None (or less than $201) |
| IRA #3 | -- |
| Edward Jones Investments | $1,001 - $15,000 · None · None (or less than $201) |
| EFG - iShares MSCI EAFE Growth ETF | $1,001 - $15,000 · Excepted Investment Fund · None (or less than $201) |
| SDY - SPDR S&P Dividend ETF | $15,001 - $50,000 · Excepted Investment Fund · None (or less than $201) |
| … | 51 further assets are in the source document |