—
Net Worth Est.
$18.85MTrade volume
$0Total trades
-----Last Traded
----Real Estate Commercial
$19.5M
Bank Deposit
$8.2M
Real Estate Unimproved Land
$7.5M
Real Estate Residential
$1.5M
Mutual Funds Mutual Fund
$645.01K
Ticker | Amount | Owner | Income | Income Type | Filing Year |
|---|---|---|---|---|---|
 - Ag Land Belgrade | $1,000,001 - $5,000,000 | Joint | None (or less than $201) | None, | 2024 |
- Ag Land Belgrade | $1,000,001 - $5,000,000 | Joint | None (or less than $201) | None, | 2024 |
- Gen 2 | $1,000,001 - $5,000,000 | Joint | $100,001 - $1,000,000 | Rent/Royalties, | 2024 |
- Gen 3 | $1,000,001 - $5,000,000 | Joint | $100,001 - $1,000,000 | Rent/Royalties, | 2024 |
- Vanguard Federal Money Market Fund (Settlement fund) | $1,000,001 - $5,000,000 | Self | $15,001 - $50,000 | Dividends, | 2024 |
- Gen 7 | $1,000,001 - $5,000,000 | Joint | $100,001 - $1,000,000 | Rent/Royalties, | 2024 |
- Vanguard Federal Money Market Fund (Settlement fund) | $1,000,001 - $5,000,000 | Self | $15,001 - $50,000 | Dividends, | 2024 |
- Gen 7 | $1,000,001 - $5,000,000 | Joint | $100,001 - $1,000,000 | Rent/Royalties, | 2024 |
- Gen 3 | $1,000,001 - $5,000,000 | Joint | $100,001 - $1,000,000 | Rent/Royalties, | 2024 |
- Gen 2 | $1,000,001 - $5,000,000 | Joint | $100,001 - $1,000,000 | Rent/Royalties, | 2024 |
- Vanguard Federal Money Market Fund | $500,001 - $1,000,000 | Joint | $15,001 - $50,000 | Dividends, | 2024 |
- Residential Lot | $500,001 - $1,000,000 | Joint | None (or less than $201) | None, | 2024 |
- Vanguard Federal Money Market Fund | $500,001 - $1,000,000 | Joint | $15,001 - $50,000 | Dividends, | 2024 |
- Gen 1 | $500,001 - $1,000,000 | Joint | $15,001 - $50,000 | Rent/Royalties, | 2024 |
- Residential Lot | $500,001 - $1,000,000 | Joint | None (or less than $201) | None, | 2024 |
- Gen 1 | $500,001 - $1,000,000 | Joint | $15,001 - $50,000 | Rent/Royalties, | 2024 |
- Gen Lot 20 | $250,001 - $500,000 | Joint | None (or less than $201) | None, | 2024 |
- Gen Lot 3 | $250,001 - $500,000 | Joint | None (or less than $201) | None, | 2024 |
- Gen Lot 3 | $250,001 - $500,000 | Joint | None (or less than $201) | None, | 2024 |
- Gen Lot 20 | $250,001 - $500,000 | Joint | None (or less than $201) | None, | 2024 |
- Cultivate MD Capital Accelerator Fund | $100,001 - $250,000 | Joint | $15,001 - $50,000 | Capital Gains, | 2024 |
- Yellowstone Bank | $100,001 - $250,000 | Joint | $1,001 - $2,500 | Interest, | 2024 |
- Cultivate MD Capital Accelerator Fund | $100,001 - $250,000 | Joint | $15,001 - $50,000 | Capital Gains, | 2024 |
- American Bank | $100,001 - $250,000 | Joint | $1,001 - $2,500 | Interest, | 2024 |
- Yellowstone Bank | $100,001 - $250,000 | Joint | $1,001 - $2,500 | Interest, | 2024 |
- American Bank | $100,001 - $250,000 | Joint | $1,001 - $2,500 | Interest, | 2024 |
- VTINX | $50,001 - $100,000 | Self | $2,501 - $5,000 | Dividends, Capital Gains, | 2024 |
- VCPAX Vanguard Core Plus Bond Admiral CL | $50,001 - $100,000 | Self | $2,501 - $5,000 | Dividends, Capital Gains, | 2024 |
VTTHX VTTHX- Vanguard Target Retirement 2035 Fund Investor Shar | $50,001 - $100,000 | Self | $1,001 - $2,500 | Dividends, Capital Gains, | 2024 |
- VTINX | $50,001 - $100,000 | Self | $2,501 - $5,000 | Dividends, Capital Gains, | 2024 |
VTTHX VTTHX- Vanguard Target Retirement 2035 Fund Investor Shar | $50,001 - $100,000 | Self | $1,001 - $2,500 | Dividends, Capital Gains, | 2024 |
- VCPAX Vanguard Core Plus Bond Admiral CL | $50,001 - $100,000 | Self | $2,501 - $5,000 | Dividends, Capital Gains, | 2024 |
VSGAX VSGAX- Vanguard Small-Cap Growth Index Fund Admiral Share | $15,001 - $50,000 | Self | None (or less than $201) | Dividends, | 2024 |
VGSTX VGSTX- Vanguard Star Fund Investor Shares | $15,001 - $50,000 | Self | $1,001 - $2,500 | Dividends, Capital Gains, | 2024 |
- VHYAX | $15,001 - $50,000 | Self | $201 - $1,000 | Dividends, | 2024 |
VGSTX VGSTX- Vanguard Star Fund Investor Shares | $15,001 - $50,000 | Self | $1,001 - $2,500 | Dividends, Capital Gains, | 2024 |
- VHYAX | $15,001 - $50,000 | Self | $201 - $1,000 | Dividends, | 2024 |
VSGAX VSGAX- Vanguard Small-Cap Growth Index Fund Admiral Share | $15,001 - $50,000 | Self | None (or less than $201) | Dividends, | 2024 |
- Gen 5 | None (or less than $1,001) | Joint | $1,000,001 - $5,000,000 | Rent/Royalties, Capital Gains, | 2024 |
- Gen 5 | None (or less than $1,001) | Joint | $100,001 - $1,000,000 | Rent/Royalties, | 2024 |
- Vanguard IRA | Self | 2024 | |||
- Vanguard IRA | Self | 2024 | |||
- Genesis | Joint | 2024 | |||
- Genesis | Joint | 2024 | |||
- Ag Land Belgrade | $1,000,001 - $5,000,000 | Joint | None (or less than $201) | None, | 2023 |
- Gen 5 | $1,000,001 - $5,000,000 | Joint | $100,001 - $1,000,000 | Rent/Royalties, | 2023 |
- Vanguard Federal Money Market Fund (Settlement fund) | $1,000,001 - $5,000,000 | Self | None (or less than $201) | Dividends, | 2023 |
- Gen 3 | $1,000,001 - $5,000,000 | Joint | $100,001 - $1,000,000 | Rent/Royalties, | 2023 |
- Gen 7 | $1,000,001 - $5,000,000 | Joint | $100,001 - $1,000,000 | Rent/Royalties, | 2023 |
- Gen 2 | $1,000,001 - $5,000,000 | Joint | $100,001 - $1,000,000 | Rent/Royalties, | 2023 |
- Gen 1 | $500,001 - $1,000,000 | Joint | $15,001 - $50,000 | Rent/Royalties, | 2023 |
- Gen Lot 3 | $250,001 - $500,000 | Joint | None (or less than $201) | None, | 2023 |
- Residential Lot | $250,001 - $500,000 | Joint | None (or less than $201) | None, | 2023 |
- Gen Lot 20 | $250,001 - $500,000 | Joint | None (or less than $201) | None, | 2023 |
- VGHAX-Vanguard Health Care Adm | $100,001 - $250,000 | Self | None (or less than $201) | Dividends, Capital Gains, | 2023 |
- Yellowstone Bank | $100,001 - $250,000 | Joint | $1,001 - $2,500 | Interest, | 2023 |
- Vanguard Federal Money Market Fund | $100,001 - $250,000 | Joint | None (or less than $201) | Dividends, | 2023 |
- Cultivate MD Capital Accelerator Fund | $100,001 - $250,000 | Joint | None (or less than $201) | None, | 2023 |
PIN PIN- Invesco India ETF | $100,001 - $250,000 | Self | None (or less than $201) | Dividends, Capital Gains, | 2023 |
VTTHX VTTHX- Vanguard Target Retirement 2035 Fund Investor Shar | $50,001 - $100,000 | Self | None (or less than $201) | Dividends, Capital Gains, | 2023 |
VSMGX VSMGX- Vanguard LifeStrategy Moderate Growth Fund Investo | $50,001 - $100,000 | Self | None (or less than $201) | Dividends, Capital Gains, | 2023 |
- American Bank | $50,001 - $100,000 | Joint | $1,001 - $2,500 | Interest, | 2023 |
- VCPAX Vanguard Core Plus Bond Admiral CL | $50,001 - $100,000 | Self | None (or less than $201) | Dividends, Capital Gains, | 2023 |
- VTINX | $50,001 - $100,000 | Self | None (or less than $201) | Dividends, Capital Gains, | 2023 |
VIMAX VIMAX- Vanguard Mid-Cap Index Fund Admiral Shares | $50,001 - $100,000 | Joint | None (or less than $201) | Dividends, | 2023 |
VHYAX VHYAX- Vanguard High Dividend Yield Index Fund Admiral | $15,001 - $50,000 | Self | None (or less than $201) | Dividends, | 2023 |
SMIN SMIN- Ishares MSCI India Small Cap ETF | $15,001 - $50,000 | Joint | None (or less than $201) | Dividends, | 2023 |
VWILX VWILX- Vanguard International Growth Fund Admiral Shares | $15,001 - $50,000 | Joint | None (or less than $201) | Dividends, Capital Gains, | 2023 |
VIMAX VIMAX- Vanguard Mid-Cap Index Fund Admiral Shares | $15,001 - $50,000 | Self | None (or less than $201) | Dividends, | 2023 |
VGSTX VGSTX- Vanguard Star Fund Investor Shares | $15,001 - $50,000 | Self | None (or less than $201) | Dividends, Capital Gains, | 2023 |
VSGAX VSGAX- Vanguard Small-Cap Growth Index Fund Admiral Share | $15,001 - $50,000 | Self | None (or less than $201) | Dividends, | 2023 |
HNDL HNDL- Strategy Shares Nasdaq 7HANDL Index ETF | $15,001 - $50,000 | Self | None (or less than $201) | Dividends, | 2023 |
BITO BITO- Proshares Bitcoin Strategy ETF | $15,001 - $50,000 | Self | None (or less than $201) | Dividends, Capital Gains, | 2023 |
XBTF XBTF- Vaneck ETF Trust Vaneck Bitcoin Strategy ETF | $1,001 - $15,000 | Joint | None (or less than $201) | Dividends, Capital Gains, | 2023 |
- BLOK Amplify Blockchain Leaders ETF | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, | 2023 |
BLCN BLCN- Siren Nasdaq NexGen Economy ETF | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, | 2023 |
- BLOK Amplify Blockchain Leaders ETF | $1,001 - $15,000 | Joint | None (or less than $201) | Dividends, | 2023 |
BLCN BLCN- Siren Nasdaq NexGen Economy ETF | $1,001 - $15,000 | Joint | None (or less than $201) | Dividends, | 2023 |
BTF BTF- Valkyrie Bitcoin Strategy ETF | $1,001 - $15,000 | Joint | None (or less than $201) | Dividends, Capital Gains, | 2023 |
BITO BITO- Proshares Bitcoin Strategy ETF | $1,001 - $15,000 | Joint | None (or less than $201) | Dividends, | 2023 |
BITQ BITQ- Bitwise Crypto Industry Innovators ETF | None (or less than $1,001) | Self | None (or less than $201) | Dividends, | 2023 |
- Genesis | Joint | 2023 | |||
- Vanguard IRA | Self | 2023 | |||
- Vanguard Brokerage | Joint | 2023 | |||
- Gen 7 | $1,000,001 - $5,000,000 | Joint | $100,001 - $1,000,000 | Rent/Royalties, | 2022 |
- Gen 2 | $1,000,001 - $5,000,000 | Joint | $100,001 - $1,000,000 | Rent/Royalties, | 2022 |
- Gen 3 | $1,000,001 - $5,000,000 | Joint | $100,001 - $1,000,000 | Rent/Royalties, | 2022 |
- Gen 5 | $1,000,001 - $5,000,000 | Joint | $100,001 - $1,000,000 | Rent/Royalties, | 2022 |
- Vanguard Federal Money Market Fund (Settlement fund) | $500,001 - $1,000,000 | Self | None (or less than $201) | Dividends, | 2022 |
- Gen Lot 3 | $250,001 - $500,000 | Joint | None (or less than $201) | None, | 2022 |
- Gen 1 | $250,001 - $500,000 | Joint | $15,001 - $50,000 | Rent/Royalties, | 2022 |
- Residential Lot | $250,001 - $500,000 | Joint | None (or less than $201) | None, | 2022 |
- Vanguard Federal Money Market Fund | $250,001 - $500,000 | Joint | None (or less than $201) | Dividends, | 2022 |
- Gen Lot 20 | $250,001 - $500,000 | Joint | None (or less than $201) | None, | 2022 |
- VCPAX Vanguard Core Plus Bond Admiral CL | $100,001 - $250,000 | Self | None (or less than $201) | Dividends, Capital Gains, | 2022 |
- VTINX | $100,001 - $250,000 | Self | None (or less than $201) | Dividends, Capital Gains, | 2022 |
- VGHAX-Vanguard Health Care Adm | $100,001 - $250,000 | Self | None (or less than $201) | Dividends, Capital Gains, | 2022 |
- Cultivate MD Capital Accelerator Fund | $100,001 - $250,000 | Joint | None (or less than $201) | None, | 2022 |
- American Bank | $50,001 - $100,000 | Joint | $1,001 - $2,500 | Interest, | 2022 |
VTTHX VTTHX- Vanguard Target Retirement 2035 Fund Investor Shar | $50,001 - $100,000 | Self | None (or less than $201) | Dividends, Capital Gains, | 2022 |
VIMAX VIMAX- Vanguard Mid-Cap Index Fund Admiral Shares | $50,001 - $100,000 | Joint | None (or less than $201) | Dividends, | 2022 |
- VCPAX Vanguard Core-Plus Bond Fund Admiral Shares | $50,001 - $100,000 | Joint | None (or less than $201) | Dividends, | 2022 |
PIN PIN- Invesco India ETF | $50,001 - $100,000 | Self | None (or less than $201) | Dividends, Capital Gains, | 2022 |
VSMGX VSMGX- Vanguard LifeStrategy Moderate Growth Fund Investo | $50,001 - $100,000 | Self | None (or less than $201) | Dividends, Capital Gains, | 2022 |
SMIN SMIN- Ishares MSCI India Small Cap ETF | $15,001 - $50,000 | Joint | None (or less than $201) | Dividends, | 2022 |
- Yellowstone Bank | $15,001 - $50,000 | Joint | $1,001 - $2,500 | Interest, | 2022 |
VGSTX VGSTX- Vanguard Star Fund Investor Shares | $15,001 - $50,000 | Self | None (or less than $201) | Dividends, Capital Gains, | 2022 |
VHYAX VHYAX- Vanguard High Dividend Yield Index Fund Admiral | $15,001 - $50,000 | Self | None (or less than $201) | Dividends, | 2022 |
VIMAX VIMAX- Vanguard Mid-Cap Index Fund Admiral Shares | $15,001 - $50,000 | Self | None (or less than $201) | Dividends, | 2022 |
VSGAX VSGAX- Vanguard Small-Cap Growth Index Fund Admiral Share | $15,001 - $50,000 | Self | None (or less than $201) | Dividends, | 2022 |
HNDL HNDL- Strategy Shares Nasdaq 7HANDL Index ETF | $15,001 - $50,000 | Self | None (or less than $201) | Dividends, | 2022 |
VIPSX VIPSX- Vanguard Inflation-Protected Securities Fund Inves | $15,001 - $50,000 | Joint | None (or less than $201) | Dividends, Capital Gains, | 2022 |
BITQ BITQ- Bitwise Crypto Industry Innovators ETF | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, | 2022 |
BLCN BLCN- Siren Nasdaq NexGen Economy ETF | $1,001 - $15,000 | Joint | None (or less than $201) | Dividends, | 2022 |
VWILX VWILX- Vanguard International Growth Fund Admiral Shares | $1,001 - $15,000 | Joint | None (or less than $201) | Dividends, Capital Gains, | 2022 |
- BLOK Amplify Blockchain Leaders ETF | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, | 2022 |
- BLOK Amplify Blockchain Leaders ETF | $1,001 - $15,000 | Joint | None (or less than $201) | Dividends, | 2022 |
BLCN BLCN- Siren Nasdaq NexGen Economy ETF | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, | 2022 |
- Vanguard IRA | Self | 2022 | |||
- Vanguard Brokerage | Joint | 2022 | |||
- Genesis | Joint | 2022 | |||
- Gen 2 | $1,000,001 - $5,000,000 | Joint | $100,001 - $1,000,000 | Rent/Royalties, | 2021 |
- Gen 3 | $1,000,001 - $5,000,000 | Joint | $100,001 - $1,000,000 | Rent/Royalties, | 2021 |
- Gen 5 | $1,000,001 - $5,000,000 | Joint | $100,001 - $1,000,000 | Rent/Royalties, | 2021 |
- Gen 7 | $1,000,001 - $5,000,000 | Joint | $100,001 - $1,000,000 | Rent/Royalties, | 2021 |
- Gen 1 | $250,001 - $500,000 | Joint | $15,001 - $50,000 | Rent/Royalties, | 2021 |
- Lot 3 | $250,001 - $500,000 | Joint | None (or less than $201) | None, | 2021 |
- American Bank | $250,001 - $500,000 | Joint | $2,501 - $5,000 | Interest, | 2021 |
- Lot 20 | $250,001 - $500,000 | Joint | None (or less than $201) | None, | 2021 |
- Yellowstone Bank | $250,001 - $500,000 | Joint | $2,501 - $5,000 | Interest, | 2021 |
- Vanguard Federal Money Market Fund | $250,001 - $500,000 | Joint | $201 - $1,000 | Dividends, | 2021 |
- Residential Lot | $100,001 - $250,000 | Joint | None (or less than $201) | None, | 2021 |
- VTHRX-Vanguard Target Retirement 2030 Inv | $100,001 - $250,000 | Self | $2,501 - $5,000 | Dividends, | 2021 |
VFIDX VFIDX- Vanguard Intermediate-Term Investment-Grade Fund A | $100,001 - $250,000 | Joint | $2,501 - $5,000 | Dividends, Capital Gains, | 2021 |
VFIDX VFIDX- Vanguard Intermediate-Term Investment-Grade Fund A | $100,001 - $250,000 | Self | $2,501 - $5,000 | Dividends, Capital Gains, | 2021 |
VIMAX VIMAX- Vanguard Mid-Cap Index Fund Admiral Shares | $50,001 - $100,000 | Joint | $201 - $1,000 | Dividends, | 2021 |
- VBIAX-Vanguard Balanced Index Adm | $50,001 - $100,000 | Self | $2,501 - $5,000 | Dividends, Capital Gains, | 2021 |
- VGHAX-Vanguard Health Care Adm | $50,001 - $100,000 | Self | $5,001 - $15,000 | Dividends, Capital Gains, | 2021 |
VFORX VFORX- Vanguard Target Retirement 2040 Fund Investor Shar | $50,001 - $100,000 | Self | $1,001 - $2,500 | Dividends, Capital Gains, | 2021 |
VSMGX VSMGX- Vanguard LifeStrategy Moderate Growth Fund Investo | $50,001 - $100,000 | Self | $1,001 - $2,500 | Dividends, Capital Gains, | 2021 |
VTSAX VTSAX- Vanguard Total Stock Market Index Fund Admiral Sha | $50,001 - $100,000 | Self | $201 - $1,000 | Dividends, | 2021 |
VTTHX VTTHX- Vanguard Target Retirement 2035 Fund Investor Shar | $50,001 - $100,000 | Self | $1,001 - $2,500 | Dividends, Capital Gains, | 2021 |
VSIGX VSIGX- Vanguard Intermediate-Term Treasury Index Fund Adm | $50,001 - $100,000 | Joint | $201 - $1,000 | Dividends, Capital Gains, | 2021 |
VWIAX VWIAX- Vanguard Wellesley Income Fund Admiral Shares | $50,001 - $100,000 | Joint | $1,001 - $2,500 | Dividends, Capital Gains, | 2021 |
VWILX VWILX- Vanguard International Growth Fund Admiral Shares | $50,001 - $100,000 | Joint | $1,001 - $2,500 | Dividends, Capital Gains, | 2021 |
VIMAX VIMAX- Vanguard Mid-Cap Index Fund Admiral Shares | $15,001 - $50,000 | Self | $201 - $1,000 | Dividends, | 2021 |
VSGAX VSGAX- Vanguard Small-Cap Growth Index Fund Admiral Share | $15,001 - $50,000 | Self | None (or less than $201) | Dividends, | 2021 |
VSBSX VSBSX- Vanguard Short-Term Treasury Index Fund Admiral Sh | $15,001 - $50,000 | Joint | $201 - $1,000 | Dividends, Capital Gains, | 2021 |
- MISGX-Meridian Small Cap Growth Investor | $15,001 - $50,000 | Self | $201 - $1,000 | Capital Gains, | 2021 |
- NWHYX-Nationwide Geneva Mid Cap Gr Instl Svc | $15,001 - $50,000 | Self | $1,001 - $2,500 | Capital Gains, | 2021 |
VEXPX VEXPX- Vanguard Explorer Fund Investor Class | $15,001 - $50,000 | Self | $1,001 - $2,500 | Dividends, Capital Gains, | 2021 |
VGSTX VGSTX- Vanguard Star Fund Investor Shares | $15,001 - $50,000 | Self | $1,001 - $2,500 | Dividends, Capital Gains, | 2021 |
VHYAX VHYAX- Vanguard High Dividend Yield Index Fund Admiral | $15,001 - $50,000 | Self | $201 - $1,000 | Dividends, | 2021 |
VWUSX VWUSX- Vanguard U.S. Growth Fund Investor Shares | $15,001 - $50,000 | Joint | $1,001 - $2,500 | Dividends, Capital Gains, | 2021 |
- VDADX-Vanguard Dividend Appreciation Index Adm | $15,001 - $50,000 | Self | $201 - $1,000 | Dividends, Capital Gains, | 2021 |
VBILX VBILX- Vanguard Intermediate-Term Bond Index Fund Admiral | $15,001 - $50,000 | Joint | $201 - $1,000 | Dividends, Capital Gains, | 2021 |
VFIIX VFIIX- Vanguard GNMA Fund Investor Shares | $15,001 - $50,000 | Joint | $201 - $1,000 | Dividends, | 2021 |
VFITX VFITX- Vanguard Intermediate-Term Treasury Fund Investor | $15,001 - $50,000 | Joint | $1,001 - $2,500 | Dividends, Capital Gains, | 2021 |
VIPSX VIPSX- Vanguard Inflation-Protected Securities Fund Inves | $15,001 - $50,000 | Joint | $201 - $1,000 | Dividends, | 2021 |
VLGSX VLGSX- Vanguard Long-Term Treasury Index Fund Admiral Sha | $15,001 - $50,000 | Joint | $201 - $1,000 | Dividends, Capital Gains, | 2021 |
- ESPIX-Wells Fargo Special Small Cap Value Adm | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, Capital Gains, | 2021 |
- Commercial Property | None (or less than $1,001) | Spouse | $5,001 - $15,000 | Rent/Royalties, Capital Gains, | 2021 |
- Quantum | None (or less than $1,001) | Joint | $100,001 - $1,000,000 | Rent/Royalties, Capital Gains, | 2021 |
- Vanguard IRA | Self | 2021 | |||
- Genesis | Joint | 2021 | |||
- Vanguard Brokerage | Joint | 2021 | |||
- Gen 5 | $1,000,001 - $5,000,000 | Joint | $100,001 - $1,000,000 | Rent/Royalties, | 2020 |
- Gen 2 | $1,000,001 - $5,000,000 | Joint | $100,001 - $1,000,000 | Rent/Royalties, | 2020 |
- Gen 7 | $1,000,001 - $5,000,000 | Joint | $100,001 - $1,000,000 | Rent/Royalties, | 2020 |
- Gen 3 | $1,000,001 - $5,000,000 | Joint | $100,001 - $1,000,000 | Rent/Royalties, | 2020 |
- Lot 20 | $250,001 - $500,000 | Joint | None (or less than $201) | None, | 2020 |
- Quantum | $250,001 - $500,000 | Joint | $15,001 - $50,000 | Rent/Royalties, | 2020 |
- Lot 3 | $250,001 - $500,000 | Joint | None (or less than $201) | None, | 2020 |
- American Bank | $250,001 - $500,000 | Joint | $2,501 - $5,000 | Interest, | 2020 |
- Gen 1 | $250,001 - $500,000 | Joint | $15,001 - $50,000 | Rent/Royalties, | 2020 |
- VTHRX-Vanguard Target Retirement 2030 Inv | $100,001 - $250,000 | Self | $2,501 - $5,000 | Dividends, | 2020 |
- Vanguard Federal Money Market Fund | $100,001 - $250,000 | Joint | $2,501 - $5,000 | Dividends, | 2020 |
- VGHAX-Vanguard Health Care Adm | $100,001 - $250,000 | Self | $15,001 - $50,000 | Dividends, Capital Gains, | 2020 |
- Residential Lot | $100,001 - $250,000 | Joint | None (or less than $201) | None, | 2020 |
- VBIAX-Vanguard Balanced Index Adm | $100,001 - $250,000 | Self | $2,501 - $5,000 | Dividends, Capital Gains, | 2020 |
- Vanguard Federal Money Market Fund | $100,001 - $250,000 | Self | $2,501 - $5,000 | Dividends, | 2020 |
VSMGX VSMGX- Vanguard LifeStrategy Moderate Growth Fund Investo | $50,001 - $100,000 | Self | $1,001 - $2,500 | Dividends, Capital Gains, | 2020 |
VTSAX VTSAX- Vanguard Total Stock Market Index Fund Admiral Sha | $50,001 - $100,000 | Self | $1,001 - $2,500 | Dividends, | 2020 |
VTTHX VTTHX- Vanguard Target Retirement 2035 Fund Investor Shar | $50,001 - $100,000 | Self | $1,001 - $2,500 | Dividends, | 2020 |
VFORX VFORX- Vanguard Target Retirement 2040 Fund Investor Shar | $50,001 - $100,000 | Self | $1,001 - $2,500 | Dividends, | 2020 |
VEXPX VEXPX- Vanguard Explorer Fund Investor Class | $15,001 - $50,000 | Joint | $1,001 - $2,500 | Dividends, Capital Gains, | 2020 |
VGPMX VGPMX- Vanguard Precious Metals and Mining Inv | $15,001 - $50,000 | Self | $201 - $1,000 | Dividends, | 2020 |
- APDQX-Artisan Mid Cap Value Advisor | $15,001 - $50,000 | Self | $2,501 - $5,000 | Dividends, Capital Gains, | 2020 |
- MISGX-Meridian Small Cap Growth Investor | $15,001 - $50,000 | Self | $201 - $1,000 | Capital Gains, | 2020 |
- NWHYX-Nationwide Geneva Mid Cap Gr Instl Svc | $15,001 - $50,000 | Self | $5,001 - $15,000 | Capital Gains, | 2020 |
VASGX VASGX- Vanguard LifeStrategy Growth Fund Investor Shares | $15,001 - $50,000 | Self | $201 - $1,000 | Dividends, Capital Gains, | 2020 |
VEXPX VEXPX- Vanguard Explorer Fund Investor Class | $15,001 - $50,000 | Self | $1,001 - $2,500 | Dividends, Capital Gains, | 2020 |
VGSTX VGSTX- Vanguard Star Fund Investor Shares | $15,001 - $50,000 | Self | $1,001 - $2,500 | Dividends, Capital Gains, | 2020 |
VHYAX VHYAX- Vanguard High Dividend Yield Index Fund Admiral | $15,001 - $50,000 | Self | $201 - $1,000 | Dividends, | 2020 |
VIMAX VIMAX- Vanguard Mid-Cap Index Fund Admiral Shares | $15,001 - $50,000 | Self | $201 - $1,000 | Dividends, | 2020 |
VSGAX VSGAX- Vanguard Small-Cap Growth Index Fund Admiral Share | $15,001 - $50,000 | Self | None (or less than $201) | Dividends, | 2020 |
VWIGX VWIGX- Vanguard International Growth Fund Investor Shares | $15,001 - $50,000 | Self | $201 - $1,000 | Dividends, | 2020 |
VDADX VDADX- Vanguard Dividend Appreciation Index Fund Admiral | $15,001 - $50,000 | Joint | $201 - $1,000 | Dividends, | 2020 |
- Commercial Property | $15,001 - $50,000 | Spouse | $2,501 - $5,000 | Rent/Royalties, | 2020 |
VHYAX VHYAX- Vanguard High Dividend Yield Index Fund Admiral | $15,001 - $50,000 | Joint | $201 - $1,000 | Dividends, | 2020 |
VSGAX VSGAX- Vanguard Small-Cap Growth Index Fund Admiral Share | $15,001 - $50,000 | Joint | None (or less than $201) | Dividends, | 2020 |
VTCLX VTCLX- Vanguard Tax-Managed Capital Appreciation Fund Adm | $15,001 - $50,000 | Joint | $201 - $1,000 | Dividends, | 2020 |
VTMSX VTMSX- Vanguard Tax-Managed Small Cap Fund Admiral Shares | $15,001 - $50,000 | Joint | $201 - $1,000 | Dividends, | 2020 |
VWUSX VWUSX- Vanguard U.S. Growth Fund Investor Shares | $15,001 - $50,000 | Joint | $201 - $1,000 | Dividends, Capital Gains, | 2020 |
- VDADX-Vanguard Dividend Appreciation Index Adm | $1,001 - $15,000 | Self | $201 - $1,000 | Dividends, | 2020 |
- XLE-Energy Select Sector SPDR ETF | $1,001 - $15,000 | Self | $201 - $1,000 | Dividends, | 2020 |
- VTTVX-Vanguard Target Retirement 2025 Inv | $1,001 - $15,000 | Joint | None (or less than $201) | Dividends, Capital Gains, | 2020 |
- ESPIX-Wells Fargo Special Small Cap Value Adm | $1,001 - $15,000 | Self | $201 - $1,000 | Dividends, Capital Gains, | 2020 |
- Gen 4 | None (or less than $1,001) | Joint | $100,001 - $1,000,000 | Rent/Royalties, Capital Gains, | 2020 |
- Vanguard IRA | Self | 2020 | |||
- Genesis | Joint | 2020 | |||
- Vanguard Brokerage | Joint | 2020 | |||
- Gen 5 | $1,000,001 - $5,000,000 | Joint | $100,001 - $1,000,000 | Rent/Royalties, | 2019 |
- Gen 7 | $1,000,001 - $5,000,000 | Joint | $100,001 - $1,000,000 | Rent/Royalties, | 2019 |
- Gen 2 | $1,000,001 - $5,000,000 | Joint | $100,001 - $1,000,000 | Rent/Royalties, | 2019 |
- Gen 3 | $1,000,001 - $5,000,000 | Joint | $100,001 - $1,000,000 | Rent/Royalties, | 2019 |
- Gen 4 | $500,001 - $1,000,000 | Joint | $50,001 - $100,000 | Rent/Royalties, | 2019 |
- Vanguard Federal Money Market Fund | $250,001 - $500,000 | Joint | None (or less than $201) | None, | 2019 |
- Lot 20 | $250,001 - $500,000 | Joint | None (or less than $201) | None, | 2019 |
- American Bank | $250,001 - $500,000 | Joint | $2,501 - $5,000 | Interest, | 2019 |
- Gen 1 | $250,001 - $500,000 | Joint | $15,001 - $50,000 | Rent/Royalties, | 2019 |
- Quantum | $250,001 - $500,000 | Joint | $15,001 - $50,000 | Rent/Royalties, | 2019 |
- Lot 3 | $250,001 - $500,000 | Joint | None (or less than $201) | None, | 2019 |
- VGHAX-Vanguard Health Care Adm | $100,001 - $250,000 | Self | None (or less than $201) | None, | 2019 |
- Vanguard Federal Money Market Fund | $100,001 - $250,000 | Self | None (or less than $201) | None, | 2019 |
- VTHRX-Vanguard Target Retirement 2030 Inv | $100,001 - $250,000 | Self | None (or less than $201) | None, | 2019 |
- VBIAX-Vanguard Balanced Index Adm | $100,001 - $250,000 | Self | None (or less than $201) | None, | 2019 |
VSGAX VSGAX- Vanguard Small-Cap Growth Index Fund Admiral Share | $15,001 - $50,000 | Joint | None (or less than $201) | Dividends, | 2019 |
VSMGX VSMGX- Vanguard LifeStrategy Moderate Growth Fund Investo | $15,001 - $50,000 | Self | None (or less than $201) | None, | 2019 |
VTSAX VTSAX- Vanguard Total Stock Market Index Fund Admiral Sha | $15,001 - $50,000 | Self | None (or less than $201) | None, | 2019 |
VTTHX VTTHX- Vanguard Target Retirement 2035 Fund Investor Shar | $15,001 - $50,000 | Self | None (or less than $201) | None, | 2019 |
VWIGX VWIGX- Vanguard International Growth Fund Investor Shares | $15,001 - $50,000 | Self | None (or less than $201) | None, | 2019 |
VDADX VDADX- Vanguard Dividend Appreciation Index Fund Admiral | $15,001 - $50,000 | Joint | None (or less than $201) | Dividends, | 2019 |
VEXPX VEXPX- Vanguard Explorer Fund Investor Class | $15,001 - $50,000 | Joint | None (or less than $201) | Dividends, | 2019 |
VHDYX VHDYX- Vanguard High Dividend Yield Index Fund Investor S | $15,001 - $50,000 | Joint | None (or less than $201) | Dividends, | 2019 |
- Commercial Property | $15,001 - $50,000 | Spouse | $2,501 - $5,000 | Rent/Royalties, | 2019 |
VTCLX VTCLX- Vanguard Tax-Managed Capital Appreciation Fund Adm | $15,001 - $50,000 | Joint | None (or less than $201) | Dividends, | 2019 |
VTMSX VTMSX- Vanguard Tax-Managed Small Cap Fund Admiral Shares | $15,001 - $50,000 | Joint | None (or less than $201) | Dividends, | 2019 |
VWUSX VWUSX- Vanguard U.S. Growth Fund Investor Shares | $15,001 - $50,000 | Joint | None (or less than $201) | Dividends, | 2019 |
- APDQX-Artisan Mid Cap Value Advisor | $15,001 - $50,000 | Self | None (or less than $201) | None, | 2019 |
- NWHYX-Nationwide Geneva Mid Cap Gr Instl Svc | $15,001 - $50,000 | Self | None (or less than $201) | None, | 2019 |
VASGX VASGX- Vanguard LifeStrategy Growth Fund Investor Shares | $15,001 - $50,000 | Self | None (or less than $201) | None, | 2019 |
VEXPX VEXPX- Vanguard Explorer Fund Investor Class | $15,001 - $50,000 | Self | None (or less than $201) | None, | 2019 |
VFORX VFORX- Vanguard Target Retirement 2040 Fund Investor Shar | $15,001 - $50,000 | Self | None (or less than $201) | None, | 2019 |
VGSTX VGSTX- Vanguard Star Fund Investor Shares | $15,001 - $50,000 | Self | None (or less than $201) | None, | 2019 |
VHDYX VHDYX- Vanguard High Dividend Yield Index Fund Investor S | $15,001 - $50,000 | Self | None (or less than $201) | None, | 2019 |
VIMAX VIMAX- Vanguard Mid-Cap Index Fund Admiral Shares | $15,001 - $50,000 | Self | None (or less than $201) | None, | 2019 |
VSGAX VSGAX- Vanguard Small-Cap Growth Index Fund Admiral Share | $15,001 - $50,000 | Self | None (or less than $201) | None, | 2019 |
- VDADX-Vanguard Dividend Appreciation Index Adm | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2019 |
VGPMX VGPMX- Vanguard Precious Metals and Mining Inv | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2019 |
- MISGX-Meridian Small Cap Growth Investor | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2019 |
- ESPIX-Wells Fargo Special Small Cap Value Adm | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2019 |
- XLE-Energy Select Sector SPDR ETF | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2019 |
- VTTVX-Vanguard Target Retirement 2025 Inv | $1,001 - $15,000 | Joint | None (or less than $201) | Dividends, Capital Gains, | 2019 |
- Sewage System | None (or less than $1,001) | Joint | None (or less than $201) | None, | 2019 |
- Gen 6 | None (or less than $1,001) | Joint | $5,001 - $15,000 | Rent/Royalties, | 2019 |
- Vanguard IRA | Self | 2019 | |||
- Vanguard Brokerage | Joint | 2019 | |||
- Genesis | Joint | 2019 | |||
- Gen 2 | $1,000,001 - $5,000,000 | Joint | $100,001 - $1,000,000 | Rent/Royalties, | 2018 |
- Gen 5 | $1,000,001 - $5,000,000 | Joint | $100,001 - $1,000,000 | Rent/Royalties, | 2018 |
- Gen 3 | $1,000,001 - $5,000,000 | Joint | $100,001 - $1,000,000 | Rent/Royalties, | 2018 |
- Gen 5 | $1,000,001 - $5,000,000 | Joint | $100,001 - $1,000,000 | Rent/Royalties, | 2018 |
- Gen 7 | $1,000,001 - $5,000,000 | Joint | $100,001 - $1,000,000 | Rent/Royalties, | 2018 |
- Gen 3 | $1,000,001 - $5,000,000 | Joint | $100,001 - $1,000,000 | Rent/Royalties, | 2018 |
- Gen 7 | $1,000,001 - $5,000,000 | Joint | $100,001 - $1,000,000 | Rent/Royalties, | 2018 |
- Gen 2 | $1,000,001 - $5,000,000 | Joint | $100,001 - $1,000,000 | Rent/Royalties, | 2018 |
- Gen 4 | $500,001 - $1,000,000 | Joint | $50,001 - $100,000 | Rent/Royalties, | 2018 |
- Gen 4 | $500,001 - $1,000,000 | Joint | $50,001 - $100,000 | Rent/Royalties, | 2018 |
- Quantum | $250,001 - $500,000 | Joint | $15,001 - $50,000 | Rent/Royalties, | 2018 |
- American Bank | $250,001 - $500,000 | Joint | $2,501 - $5,000 | Interest, | 2018 |
- Gen 1 | $250,001 - $500,000 | Joint | $15,001 - $50,000 | Rent/Royalties, | 2018 |
- Quantum | $250,001 - $500,000 | Joint | $15,001 - $50,000 | Rent/Royalties, | 2018 |
- Lot 3 | $250,001 - $500,000 | Joint | None (or less than $201) | None, | 2018 |
- Lot 20 | $250,001 - $500,000 | Joint | None (or less than $201) | None, | 2018 |
- Gen 6 | $250,001 - $500,000 | Joint | $5,001 - $15,000 | Rent/Royalties, | 2018 |
- Sewage System | $250,001 - $500,000 | Joint | None (or less than $201) | None, | 2018 |
- American Bank | $250,001 - $500,000 | Joint | $2,501 - $5,000 | Interest, | 2018 |
- Gen 1 | $250,001 - $500,000 | Joint | $15,001 - $50,000 | Rent/Royalties, | 2018 |
- Sewage System | $250,001 - $500,000 | Joint | None (or less than $201) | None, | 2018 |
- Gen 6 | $250,001 - $500,000 | Joint | $5,001 - $15,000 | Rent/Royalties, | 2018 |
- Lot 20 | $250,001 - $500,000 | Joint | None (or less than $201) | None, | 2018 |
- Lot 3 | $250,001 - $500,000 | Joint | None (or less than $201) | None, | 2018 |
- VTHRX-Vanguard Target Retirement 2030 Inv | $100,001 - $250,000 | Self | None (or less than $201) | Dividends, Capital Gains, | 2018 |
- VBIAX-Vanguard Balanced Index Adm | $100,001 - $250,000 | Self | None (or less than $201) | Dividends, | 2018 |
- VBIAX-Vanguard Balanced Index Adm | $100,001 - $250,000 | Self | None (or less than $201) | Dividends, | 2018 |
- VTHRX-Vanguard Target Retirement 2030 Inv | $100,001 - $250,000 | Self | None (or less than $201) | Dividends, Capital Gains, | 2018 |
- VGHAX-Vanguard Health Care Adm | $50,001 - $100,000 | Self | None (or less than $201) | Dividends, Capital Gains, | 2018 |
- VGHAX-Vanguard Health Care Adm | $50,001 - $100,000 | Self | None (or less than $201) | Dividends, Capital Gains, | 2018 |
- APDQX-Artisan Mid Cap Value Advisor | $15,001 - $50,000 | Self | None (or less than $201) | Dividends, Capital Gains, | 2018 |
VGPMX VGPMX- Vanguard Precious Metals and Mining Inv | $15,001 - $50,000 | Self | None (or less than $201) | Dividends, Capital Gains, | 2018 |
- APDQX-Artisan Mid Cap Value Advisor | $15,001 - $50,000 | Self | None (or less than $201) | Dividends, Capital Gains, | 2018 |
- HFOIX-Janus Henderson International Opps I | $15,001 - $50,000 | Self | None (or less than $201) | Dividends, | 2018 |
- NWHYX-Nationwide Geneva Mid Cap Gr Instl Svc | $15,001 - $50,000 | Self | None (or less than $201) | Capital Gains, | 2018 |
- XLE-Energy Select Sector SPDR ETF | $15,001 - $50,000 | Self | None (or less than $201) | Dividends, | 2018 |
- Commercial Property | $15,001 - $50,000 | Spouse | $2,501 - $5,000 | Rent/Royalties, | 2018 |
VGPMX VGPMX- Vanguard Precious Metals and Mining Inv | $15,001 - $50,000 | Self | None (or less than $201) | Dividends, Capital Gains, | 2018 |
- Commercial Property | $15,001 - $50,000 | Spouse | $2,501 - $5,000 | Rent/Royalties, | 2018 |
- HFOIX-Janus Henderson International Opps I | $15,001 - $50,000 | Self | None (or less than $201) | Dividends, | 2018 |
- NWHYX-Nationwide Geneva Mid Cap Gr Instl Svc | $15,001 - $50,000 | Self | None (or less than $201) | Capital Gains, | 2018 |
- XLE-Energy Select Sector SPDR ETF | $15,001 - $50,000 | Self | None (or less than $201) | Dividends, | 2018 |
- VTTVX-Vanguard Target Retirement 2025 Inv | $1,001 - $15,000 | Joint | None (or less than $201) | Dividends, Capital Gains, | 2018 |
- ESPIX-Wells Fargo Special Small Cap Value Adm | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, Capital Gains, | 2018 |
- MISGX-Meridian Small Cap Growth Investor | $1,001 - $15,000 | Self | None (or less than $201) | Capital Gains, | 2018 |
- VDADX-Vanguard Dividend Appreciation Index Adm | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, | 2018 |
- VDADX-Vanguard Dividend Appreciation Index Adm | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, | 2018 |
- VTTVX-Vanguard Target Retirement 2025 Inv | $1,001 - $15,000 | Joint | None (or less than $201) | Dividends, Capital Gains, | 2018 |
- ESPIX-Wells Fargo Special Small Cap Value Adm | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, Capital Gains, | 2018 |
- MISGX-Meridian Small Cap Growth Investor | $1,001 - $15,000 | Self | None (or less than $201) | Capital Gains, | 2018 |
- Bridger Technologies Stock | None (or less than $1,001) | Joint | None (or less than $201) | None, | 2018 |
- Bridger Technologies Stock | None (or less than $1,001) | Joint | None (or less than $201) | None, | 2018 |
- Vanguard IRA | Self | 2018 | |||
- Vanguard Brokerage | Joint | 2018 | |||
- Genesis | Joint | 2018 | |||
- Vanguard IRA | Self | 2018 | |||
- Genesis | Joint | 2018 | |||
- Vanguard Brokerage | Joint | 2018 | |||
- Gen 3 | $1,000,001 - $5,000,000 | Joint | $100,001 - $1,000,000 | Rent/Royalties, | 2017 |
- Gen 2 | $1,000,001 - $5,000,000 | Joint | $100,001 - $1,000,000 | Rent/Royalties, | 2017 |
- Gen 5 | $1,000,001 - $5,000,000 | Joint | $100,001 - $1,000,000 | Rent/Royalties, | 2017 |
- Gen 7 | $1,000,001 - $5,000,000 | Joint | $100,001 - $1,000,000 | Rent/Royalties, | 2017 |
- Gen 4 | $500,001 - $1,000,000 | Joint | $50,001 - $100,000 | Rent/Royalties, | 2017 |
- Sewer/Water System | $250,001 - $500,000 | Joint | None (or less than $201) | None, | 2017 |
- American Bank | $250,001 - $500,000 | Joint | $2,501 - $5,000 | Interest, | 2017 |
HABDX HABDX- Harbor Bond Institutional (NASDAQ) | $250,001 - $500,000 | Self | $5,001 - $15,000 | Dividends, Capital Gains, | 2017 |
- Gen 1 | $250,001 - $500,000 | Joint | $15,001 - $50,000 | Rent/Royalties, | 2017 |
- Gen 6 | $250,001 - $500,000 | Joint | $5,001 - $15,000 | Rent/Royalties, | 2017 |
- Quantum | $250,001 - $500,000 | Joint | $15,001 - $50,000 | Rent/Royalties, | 2017 |
- Lot 3 | $250,001 - $500,000 | Joint | None (or less than $201) | None, | 2017 |
- Lot 20 | $250,001 - $500,000 | Joint | None (or less than $201) | None, | 2017 |
GVTFX GVTFX- American Funds US Government Sec F2 (NASDAQ) | $100,001 - $250,000 | Self | $1,001 - $2,500 | Dividends, | 2017 |
- Bridger Technologies Stock | $50,001 - $100,000 | Joint | None (or less than $201) | None, | 2017 |
- THICX - Thornburg Limited Term Income C | $50,001 - $100,000 | Joint | $201 - $1,000 | Dividends, | 2017 |
- Stifle | $50,001 - $100,000 | Joint | None (or less than $201) | Interest, | 2017 |
BALCX BALCX- American Funds American Balanced C | $50,001 - $100,000 | Joint | $201 - $1,000 | Dividends, Capital Gains, | 2017 |
- Commercial Lot | $50,001 - $100,000 | Joint | None (or less than $201) | None, | 2017 |
AHIFX AHIFX- American Funds American Hi-Inc Tr F2 (NASDAQ) | $50,001 - $100,000 | Self | $2,501 - $5,000 | Dividends, | 2017 |
- Stifle | $15,001 - $50,000 | Self | None (or less than $201) | Interest, | 2017 |
XLE XLE- Energy Select Sector SPDR ETF | $15,001 - $50,000 | Joint | $201 - $1,000 | Dividends, | 2017 |
AMCFX AMCFX- American Funds AMCAP F2 (NASDAQ) | $15,001 - $50,000 | Self | None (or less than $201) | Capital Gains, | 2017 |
- APDQX - Artisan Mid Cap Value Advisor | $15,001 - $50,000 | Self | None (or less than $201) | Dividends, Capital Gains, | 2017 |
SMGIX SMGIX- Columbia Contrarian Core Z (NASDAQ) | $15,001 - $50,000 | Self | $1,001 - $2,500 | Dividends, Capital Gains, | 2017 |
AAIEX AAIEX- American Beacon Intl Equity Instl | $15,001 - $50,000 | Self | $201 - $1,000 | Dividends, | 2017 |
- Commercial Property | $15,001 - $50,000 | Spouse | $2,501 - $5,000 | Rent/Royalties, | 2017 |
HFOIX HFOIX- Henderson International Opportunities I | $15,001 - $50,000 | Self | $201 - $1,000 | Dividends, | 2017 |
WMFFX WMFFX- American Funds Washington Mutual F2 (NASDAQ) | $15,001 - $50,000 | Self | $201 - $1,000 | Dividends, Capital Gains, | 2017 |
NWHYX NWHYX- Nationwide Geneva Mid Cap Growth InSvc (NASDAQ) | $1,001 - $15,000 | Self | None (or less than $201) | Capital Gains, | 2017 |
OIBYX OIBYX- Oppenheimer International Bond Y (NASDAQ) | $1,001 - $15,000 | Self | $201 - $1,000 | Dividends, | 2017 |
ODVYX ODVYX- Oppenheimer Developing Markets Y | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, | 2017 |
ESPIX ESPIX- Wells Fargo Special Small Cap Value Adm | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, Capital Gains, | 2017 |
AEPFX AEPFX- American Funds Europacific Growth F2 (NASDAQ) | $1,001 - $15,000 | Self | $201 - $1,000 | Dividends, | 2017 |
ORIYX ORIYX- Oak Ridge Small Cap Growth Y (NASDAQ) | $1,001 - $15,000 | Self | None (or less than $201) | Capital Gains, | 2017 |
- Stifle Brokerage Account | Joint | 2017 | |||
- Stifle | Self | 2017 | |||
- Genesis | Joint | 2017 | |||
- Gen 5 | $1,000,001 - $5,000,000 | Joint | $100,001 - $1,000,000 | Rent/Royalties, | 2016 |
- Gen 3 | $1,000,001 - $5,000,000 | Joint | $100,001 - $1,000,000 | Rent/Royalties, | 2016 |
- Gen 2 | $1,000,001 - $5,000,000 | Joint | $100,001 - $1,000,000 | Rent/Royalties, | 2016 |
- Gen 4 | $500,001 - $1,000,000 | Joint | $50,001 - $100,000 | Rent/Royalties, | 2016 |
- Gen 7 | $500,001 - $1,000,000 | Joint | None (or less than $201) | Rent/Royalties, | 2016 |
- Quantum | $250,001 - $500,000 | Joint | $15,001 - $50,000 | Rent/Royalties, | 2016 |
- Gen 6 | $250,001 - $500,000 | Joint | $5,001 - $15,000 | Rent/Royalties, | 2016 |
- Gen 1 | $250,001 - $500,000 | Joint | $15,001 - $50,000 | Rent/Royalties, | 2016 |
- American Bank | $250,001 - $500,000 | Joint | $2,501 - $5,000 | Interest, | 2016 |
- Sewer/Water System | $250,001 - $500,000 | Joint | None (or less than $201) | None, | 2016 |
HABDX HABDX- Harbor Bond Institutional (NASDAQ) | $250,001 - $500,000 | Self | $5,001 - $15,000 | Dividends, Capital Gains, | 2016 |
- Lot 20 | $250,001 - $500,000 | Joint | None (or less than $201) | None, | 2016 |
- Lot 3 | $250,001 - $500,000 | Joint | None (or less than $201) | None, | 2016 |
GVTFX GVTFX- American Funds US Government Sec F2 (NASDAQ) | $100,001 - $250,000 | Self | $1,001 - $2,500 | Dividends, | 2016 |
- Stifle | $100,001 - $250,000 | Self | None (or less than $201) | Interest, | 2016 |
- Commercial Lot | $50,001 - $100,000 | Joint | None (or less than $201) | None, | 2016 |
- Bridger Technologies Stock | $50,001 - $100,000 | Joint | None (or less than $201) | None, | 2016 |
BALCX BALCX- American Funds American Balanced C | $15,001 - $50,000 | Joint | $1,001 - $2,500 | Dividends, Capital Gains, | 2016 |
- Commercial Property | $15,001 - $50,000 | Spouse | $2,501 - $5,000 | Rent/Royalties, | 2016 |
AMCFX AMCFX- American Funds AMCAP F2 (NASDAQ) | $15,001 - $50,000 | Self | $2,501 - $5,000 | Capital Gains, | 2016 |
AHIFX AHIFX- American Funds American Hi-Inc Tr F2 (NASDAQ) | $15,001 - $50,000 | Self | $1,001 - $2,500 | Dividends, | 2016 |
ARTQX ARTQX- Artisan Mid Cap Value Investor (NASDAQ) | $15,001 - $50,000 | Self | $2,501 - $5,000 | Dividends, Capital Gains, | 2016 |
SMGIX SMGIX- Columbia Contrarian Core Z (NASDAQ) | $15,001 - $50,000 | Self | $1,001 - $2,500 | Dividends, Capital Gains, | 2016 |
AEPFX AEPFX- American Funds Europacific Growth F2 (NASDAQ) | $15,001 - $50,000 | Self | $1,001 - $2,500 | Dividends, Capital Gains, | 2016 |
MQGIX MQGIX- MFS International Growth I (NASDAQ) | $15,001 - $50,000 | Self | $201 - $1,000 | Dividends, Capital Gains, | 2016 |
NWHYX NWHYX- Nationwide Geneva Mid Cap Growth InSvc (NASDAQ) | $15,001 - $50,000 | Self | $2,501 - $5,000 | Capital Gains, | 2016 |
ORIYX ORIYX- Oak Ridge Small Cap Growth Y (NASDAQ) | $15,001 - $50,000 | Self | $1,001 - $2,500 | Capital Gains, | 2016 |
OIBYX OIBYX- Oppenheimer International Bond Y (NASDAQ) | $15,001 - $50,000 | Self | $201 - $1,000 | Dividends, | 2016 |
WMFFX WMFFX- American Funds Washington Mutual F2 (NASDAQ) | $15,001 - $50,000 | Self | $2,501 - $5,000 | Dividends, Capital Gains, | 2016 |
- THICX - Thornburg Limited Term Income C | $15,001 - $50,000 | Joint | $201 - $1,000 | Dividends, | 2016 |
XLE XLE- Energy Select Sector SPDR ETF | $1,001 - $15,000 | Joint | $201 - $1,000 | Dividends, | 2016 |
ODVYX ODVYX- Oppenheimer Developing Markets Y | None (or less than $1,001) | Self | $201 - $1,000 | Dividends, | 2016 |
- WASHINGTON MUTUAL INVESTORS CL F2 | None (or less than $1,001) | Joint | $201 - $1,000 | Dividends, | 2016 |
- AMERICAN TAX EXEMPT BOND FUND OF AMERICAN CL F2 | None (or less than $1,001) | Joint | $1,001 - $2,500 | Dividends, | 2016 |
- DWS MANAGED MUNICIPAL BOND CL S | None (or less than $1,001) | Joint | None (or less than $201) | Dividends, | 2016 |
- Stifle | None (or less than $1,001) | Joint | None (or less than $201) | Interest, | 2016 |
AMCFX AMCFX- American Funds AMCAP F2 (NASDAQ) | None (or less than $1,001) | Joint | $201 - $1,000 | Dividends, Capital Gains, | 2016 |
SCMBX SCMBX- Deutsche Managed Municipal Bond S (NASDAQ) | None (or less than $1,001) | Joint | None (or less than $201) | Dividends, | 2016 |
- Stifle | Self | 2016 | |||
- Stifle Brokerage Account | Joint | 2016 | |||
- Genesis | Joint | 2016 | |||
- Genesis Partners | $5,000,001 - $25,000,000 | Joint | $100,001 - $1,000,000 | Rent/Royalties, | 2015 |
- Gen 5 | $1,000,001 - $5,000,000 | Joint | $100,001 - $1,000,000 | Rent/Royalties, | 2015 |
- Gen 2 | $1,000,001 - $5,000,000 | Joint | $100,001 - $1,000,000 | Rent/Royalties, | 2015 |
- Residential Property | $1,000,001 - $5,000,000 | Joint | None (or less than $201) | None, | 2015 |
- Gen 3 | $1,000,001 - $5,000,000 | Joint | $100,001 - $1,000,000 | Rent/Royalties, | 2015 |
- Gen 4 | $500,001 - $1,000,000 | Joint | $50,001 - $100,000 | Rent/Royalties, | 2015 |
- Lot 20 | $250,001 - $500,000 | Joint | None (or less than $201) | None, | 2015 |
- Lot 3 | $250,001 - $500,000 | Joint | None (or less than $201) | None, | 2015 |
- Sewer/Water System | $250,001 - $500,000 | Joint | None (or less than $201) | None, | 2015 |
- Gen 6 | $250,001 - $500,000 | Joint | $5,001 - $15,000 | Rent/Royalties, | 2015 |
- Gen 1 | $250,001 - $500,000 | Joint | $15,001 - $50,000 | Rent/Royalties, | 2015 |
- American Bank | $250,001 - $500,000 | Joint | $2,501 - $5,000 | Interest, | 2015 |
- Loan 2 | $250,001 - $500,000 | Joint | $15,001 - $50,000 | Interest, | 2015 |
- Quantum | $250,001 - $500,000 | Joint | $15,001 - $50,000 | Rent/Royalties, | 2015 |
- Lot 23 | $250,001 - $500,000 | Joint | None (or less than $201) | None, | 2015 |
- American Bank | $250,001 - $500,000 | Joint | $2,501 - $5,000 | Interest, | 2015 |
- Lot 22 | $250,001 - $500,000 | Joint | None (or less than $201) | None, | 2015 |
- Stifle | $100,001 - $250,000 | Self | None (or less than $201) | Interest, | 2015 |
HABDX HABDX- Harbor Bond Institutional (NASDAQ) | $100,001 - $250,000 | Self | $2,501 - $5,000 | Dividends, Capital Gains, | 2015 |
- Loan 1 | $100,001 - $250,000 | Joint | $15,001 - $50,000 | Interest, | 2015 |
- Stifle | $100,001 - $250,000 | Self | None (or less than $201) | Interest, | 2015 |
HABDX HABDX- Harbor Bond Institutional (NASDAQ) | $100,001 - $250,000 | Self | $2,501 - $5,000 | Dividends, Capital Gains, | 2015 |
AMCFX AMCFX- American Funds AMCAP F2 (NASDAQ) | $50,001 - $100,000 | Self | $5,001 - $15,000 | Dividends, Capital Gains, | 2015 |
- Commercial Lot | $50,001 - $100,000 | Joint | None (or less than $201) | None, | 2015 |
SMGIX SMGIX- Columbia Contrarian Core Z (NASDAQ) | $50,001 - $100,000 | Self | $2,501 - $5,000 | Dividends, Capital Gains, | 2015 |
WMFFX WMFFX- American Funds Washington Mutual F2 (NASDAQ) | $50,001 - $100,000 | Self | $2,501 - $5,000 | Dividends, Capital Gains, | 2015 |
WMFFX WMFFX- American Funds Washington Mutual F2 (NASDAQ) | $50,001 - $100,000 | Self | $2,501 - $5,000 | Dividends, Capital Gains, | 2015 |
- Loan 3 | $50,001 - $100,000 | Joint | $5,001 - $15,000 | Interest, | 2015 |
- Commercial Lot | $50,001 - $100,000 | Joint | None (or less than $201) | None, | 2015 |
MQGIX MQGIX- MFS International Growth I (NASDAQ) | $50,001 - $100,000 | Self | $1,001 - $2,500 | Dividends, Capital Gains, | 2015 |
- Bridger Technologies Stock | $50,001 - $100,000 | Joint | None (or less than $201) | None, | 2015 |
GVTFX GVTFX- American Funds US Government Sec F2 (NASDAQ) | $50,001 - $100,000 | Self | $201 - $1,000 | Dividends, | 2015 |
AEPFX AEPFX- American Funds Europacific Growth F2 (NASDAQ) | $50,001 - $100,000 | Self | $1,001 - $2,500 | Dividends, | 2015 |
MQGIX MQGIX- MFS International Growth I (NASDAQ) | $50,001 - $100,000 | Self | $1,001 - $2,500 | Dividends, Capital Gains, | 2015 |
AEPFX AEPFX- American Funds Europacific Growth F2 (NASDAQ) | $50,001 - $100,000 | Self | $1,001 - $2,500 | Dividends, | 2015 |
SMGIX SMGIX- Columbia Contrarian Core Z (NASDAQ) | $50,001 - $100,000 | Self | $2,501 - $5,000 | Dividends, Capital Gains, | 2015 |
GVTFX GVTFX- American Funds US Government Sec F2 (NASDAQ) | $50,001 - $100,000 | Self | $201 - $1,000 | Dividends, | 2015 |
AMCFX AMCFX- American Funds AMCAP F2 (NASDAQ) | $50,001 - $100,000 | Self | $5,001 - $15,000 | Dividends, Capital Gains, | 2015 |
- Bridger Technologies Stock | $50,001 - $100,000 | Joint | None (or less than $201) | None, | 2015 |
ARTQX ARTQX- Artisan Mid Cap Value Investor (NASDAQ) | $15,001 - $50,000 | Self | $2,501 - $5,000 | Dividends, Capital Gains, | 2015 |
NWHYX NWHYX- Nationwide Geneva Mid Cap Growth InSvc (NASDAQ) | $15,001 - $50,000 | Self | $5,001 - $15,000 | Capital Gains, | 2015 |
AHIFX AHIFX- American Funds American Hi-Inc Tr F2 (NASDAQ) | $15,001 - $50,000 | Self | $1,001 - $2,500 | Dividends, | 2015 |
OIBYX OIBYX- Oppenheimer International Bond Y (NASDAQ) | $15,001 - $50,000 | Self | $201 - $1,000 | Dividends, | 2015 |
ODVYX ODVYX- Oppenheimer Developing Markets Y (NASDAQ) | $15,001 - $50,000 | Self | $201 - $1,000 | Dividends, Capital Gains, | 2015 |
- Commercial Property | $15,001 - $50,000 | Spouse | $2,501 - $5,000 | Rent/Royalties, | 2015 |
AHIFX AHIFX- American Funds American Hi-Inc Tr F2 (NASDAQ) | $15,001 - $50,000 | Self | $1,001 - $2,500 | Dividends, | 2015 |
HNVIX HNVIX- Heartland Value Plus Inst (NASDAQ) | $15,001 - $50,000 | Self | $1,001 - $2,500 | Dividends, Capital Gains, | 2015 |
ARTQX ARTQX- Artisan Mid Cap Value Investor (NASDAQ) | $15,001 - $50,000 | Self | $2,501 - $5,000 | Dividends, Capital Gains, | 2015 |
ORIYX ORIYX- Oak Ridge Small Cap Growth Y (NASDAQ) | $15,001 - $50,000 | Self | $1,001 - $2,500 | Capital Gains, | 2015 |
HNVIX HNVIX- Heartland Value Plus Inst (NASDAQ) | $15,001 - $50,000 | Self | $1,001 - $2,500 | Dividends, Capital Gains, | 2015 |
NWHYX NWHYX- Nationwide Geneva Mid Cap Growth InSvc (NASDAQ) | $15,001 - $50,000 | Self | $5,001 - $15,000 | Capital Gains, | 2015 |
ORIYX ORIYX- Oak Ridge Small Cap Growth Y (NASDAQ) | $15,001 - $50,000 | Self | $1,001 - $2,500 | Capital Gains, | 2015 |
ODVYX ODVYX- Oppenheimer Developing Markets Y (NASDAQ) | $15,001 - $50,000 | Self | $201 - $1,000 | Dividends, Capital Gains, | 2015 |
OIBYX OIBYX- Oppenheimer International Bond Y (NASDAQ) | $15,001 - $50,000 | Self | $201 - $1,000 | Dividends, | 2015 |
- Commercial Property | $15,001 - $50,000 | Spouse | $2,501 - $5,000 | Rent/Royalties, | 2015 |
- WASHINGTON MUTUAL INVESTORS CL F2 | None (or less than $1,001) | Joint | $201 - $1,000 | Dividends, | 2015 |
- DWS MANAGED MUNICIPAL BOND CL S | None (or less than $1,001) | Joint | None (or less than $201) | Dividends, | 2015 |
- Stifle | None (or less than $1,001) | Joint | None (or less than $201) | Interest, | 2015 |
- AMERICAN TAX EXEMPT BOND FUND OF AMERICAN CL F2 | None (or less than $1,001) | Joint | $1,001 - $2,500 | Dividends, | 2015 |
AMCFX AMCFX- American Funds AMCAP F2 (NASDAQ) | None (or less than $1,001) | Joint | $201 - $1,000 | Dividends, Capital Gains, | 2015 |
- Stifle | None (or less than $1,001) | Joint | None (or less than $201) | Interest, | 2015 |
SCMBX SCMBX- Deutsche Managed Municipal Bond S (NASDAQ) | None (or less than $1,001) | Joint | None (or less than $201) | Dividends, | 2015 |
LTMCX LTMCX- Thornburg Limited-Term Muni C (NASDAQ) | None (or less than $1,001) | Joint | None (or less than $201) | Dividends, | 2015 |
SCMBX SCMBX- Deutsche Managed Municipal Bond S (NASDAQ) | None (or less than $1,001) | Joint | None (or less than $201) | Dividends, | 2015 |
LTMCX LTMCX- Thornburg Limited-Term Muni C (NASDAQ) | None (or less than $1,001) | Joint | None (or less than $201) | Dividends, | 2015 |
- DWS MANAGED MUNICIPAL BOND CL S | None (or less than $1,001) | Joint | None (or less than $201) | Dividends, | 2015 |
- AMERICAN TAX EXEMPT BOND FUND OF AMERICAN CL F2 | None (or less than $1,001) | Joint | $1,001 - $2,500 | Dividends, | 2015 |
- WASHINGTON MUTUAL INVESTORS CL F2 | None (or less than $1,001) | Joint | $201 - $1,000 | Dividends, | 2015 |
AMCFX AMCFX- American Funds AMCAP F2 (NASDAQ) | None (or less than $1,001) | Joint | $201 - $1,000 | Dividends, Capital Gains, | 2015 |
- Stifle Brokerage Account | Joint | 2015 | |||
- Genesis | Joint | 2015 | |||
- Stifle | Self | 2015 | |||
- Stifle | Self | 2015 | |||
- Stifle Brokerage Account | Joint | 2015 |
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