| Ticker | Asset | Value |
|---|
| — spouse |
TAL Holdings, 100% Interest OL |
$1.0M–5M |
| AAPL spouse |
JP Morgan SEP ⇒ Apple Inc. ST |
$1.0M–5M |
| — spouse |
Golden Touch Fund I, LLC HE |
$500k–1M |
| BAC spouse |
JP Morgan SEP ⇒ Bank of America Corporation ST |
$250k–500k |
| META spouse |
JP Morgan SEP ⇒ Meta Platforms, Inc. - Class A ST |
$250k–500k |
| — spouse |
Lithia Properties, Inc. ⇒ Lithia Center RP |
$250k–500k |
| SWVXX |
Schwab Value Advantage Money Fund MF |
$250k |
| — spouse |
Interest income Tampa Bay Banking Company PS |
$100k–250k |
| — |
Truist Checking BA |
$100k–250k |
| — |
USAA Checking Account BA |
$100k–250k |
| GE spouse |
Charles Schwab 401K ⇒ General Electric Company ST |
$100k–250k |
| BACRP spouse |
JP Morgan SEP ⇒ Bank of America Corp 7% Cumulative Redeemable Preferred Stock ST |
$100k–250k |
| BTZ spouse |
JP Morgan SEP ⇒ BlackRock Credit Allocation Income Trust MF |
$100k–250k |
| CGMS spouse |
Multi-Sector Income ETF EF |
$100k–250k |
| — spouse |
JP Morgan SEP ⇒ Cash BA |
$100k–250k |
| BKLN spouse |
Closed ended fixed income mutual fund JP Morgan SEP ⇒ Invesco Senior Loan ETF EF |
$100k–250k |
| USHY spouse |
JP Morgan SEP ⇒ iShares Broad USD High Yield Corporate Bond ETF EF |
$100k–250k |
| PFF spouse |
JP Morgan SEP ⇒ iShares Preferred and Income Securities ETF EF |
$100k–250k |
| SNAXX spouse |
JP Morgan SEP ⇒ Schwab Value Advantage Money Fund Ultra Shares MF |
$100k–250k |
| — |
Vanguard 500 Index Fund MF |
$100k |
| — spouse |
Bank of Tampa Checking BA |
$50k–100k |
| — |
Truist Savings Account BA |
$50k–100k |
| BAC spouse |
Charles Schwab 401K ⇒ Bank of America Corporation ST |
$50k–100k |
| JPM |
Charles Schwab Account LML ⇒ JP Morgan Chase & Co. ST |
$50k–100k |
| T spouse |
JP Morgan SEP ⇒ AT&T Inc. ST |
$50k–100k |