| Ticker | Asset | Value |
|---|
| — |
Love's Wasteland LLC RP |
$25M |
| — joint |
C : this is total asset value, NOT net of the two mortgages Real estate investments ⇒ Old Brown LLC RP |
$5.0M–25M |
| — joint |
40% share of LLC interest; rental property, 7416 Richmond Highway, Alexandria, Virginia 22306 C : lessee is Gum Springs LLC Real estate investments ⇒ Pacific Boulevard LLC RP |
$5.0M–25M |
| — joint |
Real estate investments ⇒ Quonset Hut LLC RP |
$5.0M–25M |
| — joint |
Rental property, 1117 West Broad Street, Falls Church, VA 22046 C : Don Beyer Motors is lessee of Quonset Hut Real estate investments ⇒ Swallow LLC RP |
$5.0M–25M |
| — |
Wild Leap LLC RP |
$5M |
| — joint |
Real estate investments ⇒ 105 S Morris Street, Oxford Md RP |
$1.0M–5M |
| — joint |
second home, Town of Oxford, Talbot County, Maryland; No rent in 2014, 2015,2016 Real estate investments ⇒ Beyer 1 LLC RP |
$1.0M–5M |
| — joint |
Real estate investments ⇒ Broad Street LLC RP |
$1.0M–5M |
| — joint |
50% share of LLC interest; rental property, 1123 and 1125 West Broad Street, Falls Church, VA 22046 C : lessee is Don Beyer Motors Inc Real estate investments ⇒ Brotherly Love LLC RP |
$1.0M–5M |
| — joint |
Falls Church, VA, US Real estate investments ⇒ Brotherly Love LLC RP |
$1.0M–5M |
| — joint |
50% share of LLC interest; rental property, Dulles, Virginia C : lessee is Prospect Hill LLC Real estate investments ⇒ Pownal LLC RP |
$1.0M–5M |
| — joint |
40% share of LLC interest; rental property, Alexandria, Virginia C : lessee is The Great Experiment LLC Real estate investments ⇒ The Sting LLC RP |
$1.0M–5M |
| SPY joint |
purchase in 2025 Stocks, Bonds, & Mutual Funds ⇒ SPDR S&P 500 ST |
$500k–1M |
| LMASX spouse |
2024 purchase- see Schedule B Morgan Stanley IRA ⇒ Clearbridge Special Inv Tr C MF |
$250k–500k |
| — joint |
Pioneer II IRA ⇒ Pioneer Core Equity Fund A MF |
$250k–500k |
| — joint |
167.692 shares Stocks, Bonds, & Mutual Funds ⇒ Blackrock Liq FDS FedFund TFDXX CS |
$250k–500k |
| THMEX joint |
C : inexplicably omitted from 2025 financial disclosure. My records indicate I owned at by 12/31/24. Sorry! Stocks, Bonds, & Mutual Funds ⇒ CCT Thematic Equity Fund MF |
$250k–500k |
| FXAIX joint |
purchase in 2025 Stocks, Bonds, & Mutual Funds ⇒ Fidelity 500 Index Fund MF |
$250k–500k |
| FBALX joint |
2024 purchase- see Schedule B Stocks, Bonds, & Mutual Funds ⇒ Fidelity Balanced Fund MF |
$250k–500k |
| FDSVX joint |
Stocks, Bonds, & Mutual Funds ⇒ Fidelity Growth Discovery Fund MF |
$250k–500k |
| FSELX joint |
2024 purchase- see Schedule B Stocks, Bonds, & Mutual Funds ⇒ Fidelity Select Semiconductors Portfolio MF |
$250k–500k |
| VDEQX joint |
2024 purchase- see Schedule B Stocks, Bonds, & Mutual Funds ⇒ Vanguard Diversified Equity Fund Investor Shares MF |
$250k–500k |
| — joint |
2024 purchase- see Schedule B Stocks, Bonds, & Mutual Funds ⇒ Vanguard VFIAX MF |
$250k–500k |
| — joint |
Bank accounts ⇒ Truist #2891 BA |
$100k–250k |