| Ticker | Asset | Value |
|---|
| — spouse |
Community water and well service company for personal residence/neighborhood Henrico Rental Property RP |
$250k–500k |
| — |
Richmond Rental Property RP |
$250k–500k |
| — joint |
Wells Fargo Bank Accounts BA |
$15k–50k |
| AIVSX spouse |
Merrill Lynch Brokerage Account ⇒ American Funds Investment Co of America A MF |
$15k–50k |
| AGTHX spouse |
Merrill Lynch Brokerage Account ⇒ The Growth Fund of America Class A Shares MF |
$15k–50k |
| GSFTX |
Merrill Lynch SRA ⇒ Columbia Dividend Income Fund Class I MF |
$15k–50k |
| GOVT |
Merrill Lynch SRA ⇒ iShares U.S. Treasury Bond ETF EF |
$15k–50k |
| MDIJX |
Merrill Lynch SRA ⇒ MFS International Diversification Fund Class I MF |
$15k–50k |
| NBPIX |
Merrill Lynch SRA ⇒ Neuberger Berman Large Cap Value Fd Inst Cl MF |
$15k–50k |
| VOO |
Merrill Lynch SRA ⇒ Vanguard S&P 500 ETF EF |
$15k–50k |
| — |
Dover Well, LLC, 11% Interest OL |
$1k–15k |
| — spouse |
Henrico, VA, US House in the Woods LLC OL |
$1k–15k |
| — spouse |
Navy Federal Credit Union Account BA |
$1k–15k |
| AAPL spouse |
Merrill Lynch Brokerage Account ⇒ Apple Inc. - Common Stock ST |
$1k–15k |
| — spouse |
Merrill Lynch Brokerage Account ⇒ Bank of America Cash Account BA |
$1k–15k |
| FB spouse |
Merrill Lynch Brokerage Account ⇒ Facebook, Inc. - Class A ST |
$1k–15k |
| ABBV spouse |
Merrill Lynch SEP IRA ⇒ AbbVie Inc. Common Stock ST |
$1k–15k |
| GOOGL spouse |
Merrill Lynch SEP IRA ⇒ Alphabet Inc. - Class A Common Stock ST |
$1k–15k |
| AMZN spouse |
Merrill Lynch SEP IRA ⇒ Amazon.com, Inc. - Common Stock ST |
$1k–15k |
| APH spouse |
Merrill Lynch SEP IRA ⇒ Amphenol Corporation Common Stock ST |
$1k–15k |
| AAPL spouse |
Merrill Lynch SEP IRA ⇒ Apple Inc. - Common Stock ST |
$1k–15k |
| BLK spouse |
Merrill Lynch SEP IRA ⇒ BlackRock, Inc. Common Stock ST |
$1k–15k |
| BSX spouse |
Merrill Lynch SEP IRA ⇒ Boston Scientific Corporation Common Stock ST |
$1k–15k |
| AVGO spouse |
Merrill Lynch SEP IRA ⇒ Broadcom Inc. - Common Stock ST |
$1k–15k |
| COR spouse |
Merrill Lynch SEP IRA ⇒ Cencora, Inc. Common Stock ST |
$1k–15k |