| Ticker | Asset | Value |
|---|
| — |
Pride Mobility Products Co OL |
$25.0M–50M |
| — child |
Ownership interest in privately held healthcare company Pride Mobility Products Co OL |
$5.0M–25M |
| — joint |
Gas & minerals interest M&T Bank Accounts BA |
$1.0M–5M |
| — spouse |
Pride Mobility Products Co OL |
$1.0M–5M |
| — |
Pride Mobility ESOP ⇒ Pride Mobility Employer Stock PS |
$500k–1M |
| — child |
M&T Bank Accounts BA |
$250k–500k |
| — |
Pride Mobility ESOP ⇒ Pride Mobility Cash Account IH |
$250k–500k |
| NVDA spouse |
Schwab Brokerage Account ⇒ NVIDIA Corporation ST |
$250k–500k |
| NVDA child |
Schwab DM Brokerage Account ⇒ NVIDIA Corporation ST |
$250k–500k |
| — child |
Schwab DM Trust II ⇒ Schwab Government Money SNVXX BA |
$250k–500k |
| — spouse |
Formerly Statoil USA Fairland Resources LLC OL |
$100k–250k |
| — child |
Roche Holdings AG Basel American Depositary Shares (RHHBY) [ST] Schwab DM Brokerage Account ⇒ Schwab Government Money SNVXX BA |
$100k–250k |
| — child |
Schwab DM Trust I ⇒ Schwab Government Money SNVXX BA |
$100k–250k |
| GOOGL child |
Schwab DM Trust II ⇒ Alphabet Inc. - Class A ST |
$100k–250k |
| — child |
Schwab DM Trust II ⇒ Vanguard Russell 1000 Value MF |
$100k–250k |
| — spouse |
M&T Bank Accounts BA |
$50k–100k |
| — spouse |
Schwab Brokerage Account ⇒ Vanguard Russell 1000 Value MF |
$50k–100k |
| FB child |
Schwab DM Brokerage Account ⇒ Meta Platforms, Inc. - Class A ST |
$50k–100k |
| MSFT child |
Schwab DM Brokerage Account ⇒ Microsoft Corporation ST |
$50k–100k |
| GOOGL child |
Schwab DM Trust I ⇒ Alphabet Inc. - Class A ST |
$50k–100k |
| AAPL child |
Schwab DM Trust II ⇒ Apple Inc. ST |
$50k–100k |
| — child |
Schwab DM Trust II ⇒ IShares S&P National Muni Bond Fund MF |
$50k–100k |
| MSFT child |
Schwab DM Trust II ⇒ Microsoft Corporation ST |
$50k–100k |
| — child |
Schwab DM Trust II ⇒ Schwab US Mid Cap MF |
$50k–100k |
| — child |
Schwab DM Trust II ⇒ Vanguard FTSE World Ex-US MF |
$50k–100k |