| Ticker | Asset | Value |
|---|
| — spouse |
TAL Holdings, 100% Interest OL |
$1.0M–5M |
| AAPL spouse |
Charles Schwab Account ⇒ Apple Inc. ST |
$1.0M–5M |
| SNAXX spouse |
Charles Schwab Account ⇒ Schwab Value Advantage Money Fund Ultra Shares MF |
$1.0M–5M |
| — spouse |
Golden Touch Fund I, LLC HE |
$500k–1M |
| META spouse |
Charles Schwab Account ⇒ Meta Platforms, Inc. - Class A ST |
$250k–500k |
| — spouse |
FL Lithia Properties, Inc. ⇒ Lithia Center RP |
$250k–500k |
| IGR |
CBRE Global Real Estate Income Fund Common Shares of Beneficial Interest MF |
$250k |
| — spouse |
Interest income Tampa Bay Banking Company PS |
$100k–250k |
| — |
Truist Checking BA |
$100k–250k |
| — |
USAA Checking Account BA |
$100k–250k |
| SWVXX spouse |
Charles Schwab 401K ⇒ Schwab Value Advantage Money Fund MF |
$100k–250k |
| BACRP spouse |
Charles Schwab Account ⇒ Bank of America Corp 7% Cumulative Redeemable Preferred Stock ST |
$100k–250k |
| BAC spouse |
Charles Schwab Account ⇒ Bank of America Corporation ST |
$100k–250k |
| BTZ spouse |
Charles Schwab Account ⇒ BlackRock Credit Allocation Income Trust MF |
$100k–250k |
| CGMS spouse |
Multi-Sector Income ETF EF |
$100k–250k |
| BKLN spouse |
Closed ended fixed income mutual fund Charles Schwab Account ⇒ Invesco Senior Loan ETF EF |
$100k–250k |
| USHY spouse |
Charles Schwab Account ⇒ iShares Broad USD High Yield Corporate Bond ETF EF |
$100k–250k |
| PFF spouse |
Charles Schwab Account ⇒ iShares Preferred and Income Securities ETF EF |
$100k–250k |
| QCOM spouse |
Charles Schwab Account ⇒ QUALCOMM Incorporated ST |
$100k–250k |
| NTR |
Nutrien Ltd. Common Shares ST |
$100k |
| — |
Truist Savings Account BA |
$50k–100k |
| GE spouse |
4/2/24 spin-off from GE Charles Schwab 401K ⇒ General Electric Company ST |
$50k–100k |
| T spouse |
Charles Schwab Account ⇒ AT&T Inc. ST |
$50k–100k |
| RYLD spouse |
Charles Schwab Account ⇒ Global X Russell 2000 Covered Call ETF EF |
$50k–100k |
| VVR spouse |
Charles Schwab Account ⇒ Invesco Senior Income Trust Common Stock MF |
$50k–100k |