| Ticker | Asset | Value |
|---|
| — joint |
Vanguard Total Stock Market Index Fund MF |
$1.0M–5M |
| — |
Tom's Federal Thrift Savings Plan ⇒ C Fund IH |
$500k–1M |
| — |
Cole, Hargrave and Snodgrass OL |
$250k–500k |
| — joint |
Personal Residence RP |
$250k–500k |
| — joint |
Moore / Cleveland, OK, US T. Rowe Price Equity Income Fund MF |
$250k–500k |
| — joint |
Vanguard Dividend Growth Fund MF |
$250k–500k |
| — joint |
Fidelity Variable Annuity ⇒ Fidelity Freedom 2020 Fund MF |
$250k–500k |
| — |
Tom's Federal Thrift Savings Plan ⇒ G Fund IH |
$250k–500k |
| XOM joint |
Exxon Mobil Corporation ST |
$100k–250k |
| — joint |
Fidelity Contrafund MF |
$100k–250k |
| — joint |
Fidelity Spartan 500 Index Fund MF |
$100k–250k |
| JCI joint |
Johnson Controls, Inc. ST |
$100k–250k |
| — joint |
Mid First Bank CD BA |
$100k–250k |
| — joint |
Vanguard Financial Index Admiral Fund MF |
$100k–250k |
| VWAHX joint |
Vanguard High-Yield Tax-Exempt Fund MF |
$100k–250k |
| — joint |
Vanguard Total International Stock Fund MF |
$100k–250k |
| — |
Tom's Federal Thrift Savings Plan ⇒ I Fund IH |
$100k–250k |
| — |
Tom's Fidelity IRA ⇒ Fidelity Spartan 500 Index Fund MF |
$100k–250k |
| — |
Tom's Fidelity IRA ⇒ Fidelity Total Bond Fund MF |
$100k–250k |
| LNT spouse |
Johnson County, OK, US Alliant Energy Corporation ST |
$50k–100k |
| BDX joint |
Becton, Dickinson and Company ST |
$50k–100k |
| — |
Burke & Herbert Money Market Fund BA |
$50k–100k |
| DUK joint |
Polling, Political Campaign Consulting Company Duke Energy Corporation ST |
$50k–100k |
| — joint |
Mid First Money Market Fund BA |
$50k–100k |
| — joint |
Vanguard Energy Investor Fund MF |
$50k–100k |