—
Net Worth Est.
$5.6MTrade volume
$0Total trades
-----Last Traded
----Mutual Funds Mutual Fund
$3.91M
Farm
$1.22M
Bank Deposit
$313K
Life Insurance Whole
$81K
Mutual Funds Exchange Traded Fund/Note
$73K
Ticker | Amount | Owner | Income | Income Type | Filing Year |
|---|---|---|---|---|---|
IGFFX IGFFX- American Funds International Growth and Income Fun | $250,001 - $500,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2024 |
GSFTX GSFTX- Columbia Dividend Income Fund Institutional Class | $250,001 - $500,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2024 |
SOPYX SOPYX- ClearBridge Dividend Strategy Fund Class I | $250,001 - $500,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2024 |
 - Farmland - all located in Butler County, Iowa, Beaver Township | $100,001 - $250,000 | Self | $5,001 - $15,000Other $0.01 | Rent/Royalties, Other, (Grain Sales) | 2024 |
- Farmland - all located in Butler County, Iowa, Beaver Township | $100,001 - $250,000 | Self | Other $0.01 | Other, (Grain Sales) | 2024 |
- Farmland - all located in Butler County, Iowa, Beaver Township | $100,001 - $250,000 | Self | Other $0.01 | Other, (Grain Sales) | 2024 |
- Farm Land-All located in Butler County, Iowa, Beaver Township | $100,001 - $250,000 | Self | Other $0.01 | Other, (Grain Sales) | 2024 |
MADVX MADVX- Blackrock Eq Dividend I | $100,001 - $250,000 | Joint | $5,001 - $15,000 | Excepted Investment Fund, | 2024 |
BAFGX BAFGX- Brown Advisory Growth Equity Fund Institutional Sh | $100,001 - $250,000 | Joint | $5,001 - $15,000 | Excepted Investment Fund, | 2024 |
PRCOX PRCOX- T. Rowe Price U.S. Equity Research Fund | $100,001 - $250,000 | Joint | $1,001 - $2,500 | Excepted Investment Fund, | 2024 |
PRINX PRINX- T. Rowe Price Summit Municipal Inc (NASDAQ) | $100,001 - $250,000 | Joint | $1,001 - $2,500 | Excepted Investment Fund, | 2024 |
- Community Bank & Trust (formerly Communiy National Bank) | $100,001 - $250,000 | Joint | None (or less than $201) | Interest, | 2024 |
MRFIX MRFIX- MFS Research Fund Class I | $100,001 - $250,000 | Joint | $5,001 - $15,000 | Excepted Investment Fund, | 2024 |
PMDIX PMDIX- Principal Small-MidCap Dividend Income Fund Instit | $100,001 - $250,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2024 |
- Farmland - all located in Butler County, Iowa, Beaver Township | $100,001 - $250,000 | Self | $50,001 - $100,000Other $0.01 | Rent/Royalties, Other, (Grain Sales) | 2024 |
HHDFX HHDFX- Hamlin High Dividend Equity Fd Inst Cl | $100,001 - $250,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2024 |
- ALTVX-AllianceBern Muni Income Natl Adv (NASDAQ) | $100,001 - $250,000 | Joint | $2,501 - $5,000 | Excepted Investment Fund, | 2024 |
- Farmland - all located in Butler County, Iowa, Beaver Township | $100,001 - $250,000 | Self | $5,001 - $15,000Other $0.01 | Rent/Royalties, Other, (Grain Sales) | 2024 |
- EQ/EQUITY 500 INDEX | $50,001 - $100,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2024 |
- Moderate Growth Aged Based 19 and Older Money Market | $50,001 - $100,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2024 |
WIAEX WIAEX- Wasatch Small Cap Growth Fund Institutional Class | $50,001 - $100,000 | Joint | None (or less than $201) | Excepted Investment Fund, | 2024 |
- Farmland - all located in Butler County, Iowa, Beaver Township | $50,001 - $100,000 | Self | Other $0.01 | Other, (Grain Sales) | 2024 |
- GSFTX-Columbia Dividend Income Z | $50,001 - $100,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2024 |
VDIGX VDIGX- Vanguard Dividend Growth Fund Investor Shares | $50,001 - $100,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2024 |
- BIICX-BlackRock Multi-Asset Income Instl | $50,001 - $100,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2024 |
GSFTX GSFTX- Columbia Dividend Income Fund Institutional Class | $50,001 - $100,000 | Joint | $1,001 - $2,500 | Excepted Investment Fund, | 2024 |
JMIEX JMIEX- Jpmorgan Emerging Markets Equity Fund Class L | $50,001 - $100,000 | Joint | $201 - $1,000 | Excepted Investment Fund, | 2024 |
- Moderate Growth Aged Based 19 and Older Money Market | $50,001 - $100,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2024 |
MQGIX MQGIX- MFS International Growth I (NASDAQ) | $50,001 - $100,000 | Joint | $1,001 - $2,500 | Excepted Investment Fund, | 2024 |
WFMIX WFMIX- Allspring Special Mid Cap Value Fund Insti Class | $50,001 - $100,000 | Joint | $2,501 - $5,000 | Excepted Investment Fund, | 2024 |
AMRMX AMRMX- American Funds American Mutual A | $50,001 - $100,000 | Spouse | $1,001 - $2,500 | Excepted Investment Fund, | 2024 |
- Farmland - all located in Butler County, Iowa, Beaver Township | $50,001 - $100,000 | Self | $50,001 - $100,000Other $216,021.00 | Other, (Grain Sales) | 2024 |
VYM VYM- Vanguard High Dividend Yield ETF | $15,001 - $50,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2024 |
PPSIX PPSIX- Principal Preferred Securities Inst | $15,001 - $50,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2024 |
- New York Life Insurance | $15,001 - $50,000 | Self | $201 - $1,000 | Dividends, | 2024 |
- AuguStar Financial | $15,001 - $50,000 | Self | $201 - $1,000 | Dividends, | 2024 |
- Community Bank & Trust (formerly Communiy National Bank) | $15,001 - $50,000 | Self | None (or less than $201) | Interest, | 2024 |
- RAYMOND JAMES BANK DEPOSIT PROGRAM | $15,001 - $50,000 | Spouse | None (or less than $201) | Interest, | 2024 |
- RAYMOND JAMES BANK DEPOSIT PROGRAM | $15,001 - $50,000 | Joint | None (or less than $201) | Interest, | 2024 |
ARSIX ARSIX- ASTON/River Road Small Cap Value I (NASDAQ) | $15,001 - $50,000 | Joint | $1,001 - $2,500 | Excepted Investment Fund, | 2024 |
- CISMX-Clarkston Partners Institutional | $15,001 - $50,000 | Joint | $2,501 - $5,000 | Excepted Investment Fund, | 2024 |
- MYSIX-Victory Trivalent International Sm-Cp Y | $15,001 - $50,000 | Joint | $201 - $1,000 | Excepted Investment Fund, | 2024 |
TROSX TROSX- T. Rowe Price Overseas Stock Fund | $15,001 - $50,000 | Joint | $201 - $1,000 | Excepted Investment Fund, | 2024 |
DFMLX DFMLX- Df Dent Midcap Growth Fund - Institutional Plus | $15,001 - $50,000 | Joint | None (or less than $201) | Excepted Investment Fund, | 2024 |
- ARIDX-ASTON/River Road Dividend All Cap Val I (NASDAQ) | $15,001 - $50,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2024 |
- CAIFX-American Funds Capital Inc Bldr F2 (NASDAQ) | $15,001 - $50,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2024 |
- SVAIX-Federated Strategic Value Dividend Instl (NASDAQ) | $15,001 - $50,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2024 |
EPSYX EPSYX- Mainstay Epoch Global Equity Yield Fund Class I | $15,001 - $50,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2024 |
- IGFFX-American Funds Intl Gr and Inc F2 | $15,001 - $50,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2024 |
- HHDFX-Hamlin High Dividend Equity Instl | $15,001 - $50,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2024 |
GLIFX GLIFX- Lazard Global Listed Infrastructure Portfolio Inst | $15,001 - $50,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2024 |
- RAYMOND JAMES BANK DEPOSIT PROGRAM | $15,001 - $50,000 | Joint | None (or less than $201) | Interest, | 2024 |
- AXA INTL VALUE VOLATILITY | $15,001 - $50,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2024 |
- AXA MID CAP VALUE VOLAT | $15,001 - $50,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2024 |
- Conservative Income Portfolio | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2024 |
- Ohio National Life Insurance | $1,001 - $15,000 | Self | $201 - $1,000 | Dividends, | 2024 |
- RAYMOND JAMES BANK DEPOSIT PROGRAM | $1,001 - $15,000 | Self | None (or less than $201) | Interest, | 2024 |
- NEA-Nuveen AMT-Free Quality Municipal Income Fund | $1,001 - $15,000 | Joint | None (or less than $201) | Excepted Investment Fund, | 2024 |
- New York Life Insurance | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, | 2024 |
- EQ/CORE BOND INDEX | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2024 |
- Conservative Income Portfolio | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2024 |
- Metlife Insurance Company | $1,001 - $15,000 | Spouse | None (or less than $201) | Interest, | 2024 |
- Landus Cooperative | $1,001 - $15,000 | Joint | $201 - $1,000 | Dividends, | 2024 |
- Farmstead where Senator Grassley was born | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2024 |
- Farmer's Cooperative Co. | None (or less than $1,001) | Joint | $1,001 - $2,500 | Dividends, | 2024 |
LUBAX LUBAX- Lord Abbett Ultra Short Bond Fund Class A | None (or less than $1,001) | Joint | None (or less than $201) | Excepted Investment Fund, | 2024 |
ARIDX ARIDX- AMG River Road Dividend All Cap Value Fund Class I | None (or less than $1,001) | Spouse | None (or less than $201) | Excepted Investment Fund, | 2024 |
- AXA EQUITABLE LIFE INS ACCUMULATOR | Self | 2024 | |||
- GRASSLEY FREEDOM | Joint | 2024 | |||
- BARBARA IRA RJ | Spouse | 2024 | |||
- CHUCK SEP IRA | Self | 2024 | |||
- Grassley Family Farms, L.L.C. | Self | 2024 | |||
- Grandchildren 529 Account | Self | 2024 | |||
- Grandchildren 529 College Savings | Spouse | 2024 | |||
- GRASSLEY CAPITAL ACCESS JOINT | Joint | 2024 | |||
- Barbara Grassley RJ Account | Spouse | 2024 | |||
IGFFX IGFFX- American Funds International Growth and Income Fun | $250,001 - $500,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2023 |
GSFTX GSFTX- Columbia Dividend Income Fund Institutional Class | $250,001 - $500,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2023 |
SOPYX SOPYX- ClearBridge Dividend Strategy Fund Class I | $250,001 - $500,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2023 |
- Farmland - all located in Butler County, Iowa, Beaver Township | $100,001 - $250,000 | Self | $5,001 - $15,000Other $0.01 | Rent/Royalties, Other, (Grain Sales) | 2023 |
- Farmland - all located in Butler County, Iowa, Beaver Township | $100,001 - $250,000 | Self | Other $0.01 | Other, (Grain Sales) | 2023 |
- Farmland - all located in Butler County, Iowa, Beaver Township | $100,001 - $250,000 | Self | Other $0.01 | Other, (Grain Sales) | 2023 |
- Farm Land-All located in Butler County, Iowa, Beaver Township | $100,001 - $250,000 | Self | Other $0.01 | Other, (Grain Sales) | 2023 |
PRCOX PRCOX- T. Rowe Price U.S. Equity Research Fund | $100,001 - $250,000 | Joint | $1,001 - $2,500 | Excepted Investment Fund, | 2023 |
GSFTX GSFTX- Columbia Dividend Income Fund Institutional Class | $100,001 - $250,000 | Joint | $1,001 - $2,500 | Excepted Investment Fund, | 2023 |
MRFIX MRFIX- MFS Research Fund Class I | $100,001 - $250,000 | Joint | $5,001 - $15,000 | Excepted Investment Fund, | 2023 |
- Community Bank & Trust (formerly Communiy National Bank) | $100,001 - $250,000 | Joint | None (or less than $201) | Interest, | 2023 |
- Farmland - all located in Butler County, Iowa, Beaver Township | $100,001 - $250,000 | Self | $15,001 - $50,000Other $0.01 | Rent/Royalties, Other, (Grain Sales) | 2023 |
ARIDX ARIDX- AMG River Road Dividend All Cap Value Fund Class I | $100,001 - $250,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2023 |
PMDIX PMDIX- Principal Small-MidCap Dividend Income Fund Instit | $100,001 - $250,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2023 |
- Farmland - all located in Butler County, Iowa, Beaver Township | $100,001 - $250,000 | Self | $5,001 - $15,000Other $0.01 | Rent/Royalties, Other, (Grain Sales) | 2023 |
- ALTVX-AllianceBern Muni Income Natl Adv (NASDAQ) | $50,001 - $100,000 | Joint | $1,001 - $2,500 | Excepted Investment Fund, | 2023 |
VDIGX VDIGX- Vanguard Dividend Growth Fund Investor Shares | $50,001 - $100,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2023 |
- BIICX-BlackRock Multi-Asset Income Instl | $50,001 - $100,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2023 |
- Farmland - all located in Butler County, Iowa, Beaver Township | $50,001 - $100,000 | Self | Other $0.01 | Other, (Grain Sales) | 2023 |
PRINX PRINX- T. Rowe Price Summit Municipal Inc (NASDAQ) | $50,001 - $100,000 | Joint | $1,001 - $2,500 | Excepted Investment Fund, | 2023 |
WFMIX WFMIX- Allspring Special Mid Cap Value Fund Insti Class | $50,001 - $100,000 | Joint | $2,501 - $5,000 | Excepted Investment Fund, | 2023 |
- Moderate Growth Aged Based 19 and Older Money Market | $50,001 - $100,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2023 |
AMRMX AMRMX- American Funds American Mutual A | $50,001 - $100,000 | Spouse | $2,501 - $5,000 | Excepted Investment Fund, | 2023 |
- EQ/EQUITY 500 INDEX | $50,001 - $100,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2023 |
MADVX MADVX- Blackrock Eq Dividend I | $50,001 - $100,000 | Joint | $5,001 - $15,000 | Excepted Investment Fund, | 2023 |
BAFGX BAFGX- Brown Advisory Growth Equity Fund Institutional Sh | $50,001 - $100,000 | Joint | $5,001 - $15,000 | Excepted Investment Fund, | 2023 |
- Farmland - all located in Butler County, Iowa, Beaver Township | $50,001 - $100,000 | Self | $50,001 - $100,000Other $216,021.00 | Other, (Grain Sales) | 2023 |
- Moderate Growth Aged Based 19 and Older Money Market | $50,001 - $100,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2023 |
MQGIX MQGIX- MFS International Growth I (NASDAQ) | $15,001 - $50,000 | Joint | $1,001 - $2,500 | Excepted Investment Fund, | 2023 |
- RAYMOND JAMES BANK DEPOSIT PROGRAM | $15,001 - $50,000 | Joint | None (or less than $201) | Interest, | 2023 |
- New York Life Insurance | $15,001 - $50,000 | Self | $201 - $1,000 | Dividends, | 2023 |
- Ohio National Life Insurance | $15,001 - $50,000 | Self | $201 - $1,000 | Dividends, | 2023 |
- Community Bank & Trust (formerly Communiy National Bank) | $15,001 - $50,000 | Self | None (or less than $201) | Interest, | 2023 |
- RAYMOND JAMES BANK DEPOSIT PROGRAM | $15,001 - $50,000 | Spouse | None (or less than $201) | Interest, | 2023 |
- MYSIX-Victory Trivalent International Sm-Cp Y | $15,001 - $50,000 | Joint | $201 - $1,000 | Excepted Investment Fund, | 2023 |
WIAEX WIAEX- Wasatch Small Cap Growth Fund Institutional Class | $15,001 - $50,000 | Joint | $1,001 - $2,500 | Excepted Investment Fund, | 2023 |
TROSX TROSX- T. Rowe Price Overseas Stock Fund | $15,001 - $50,000 | Joint | $201 - $1,000 | Excepted Investment Fund, | 2023 |
DFMLX DFMLX- Df Dent Midcap Growth Fund - Institutional Plus | $15,001 - $50,000 | Joint | None (or less than $201) | Excepted Investment Fund, | 2023 |
JMIEX JMIEX- Jpmorgan Emerging Markets Equity Fund Class L | $15,001 - $50,000 | Joint | $201 - $1,000 | Excepted Investment Fund, | 2023 |
- ARIDX-ASTON/River Road Dividend All Cap Val I (NASDAQ) | $15,001 - $50,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2023 |
- CAIFX-American Funds Capital Inc Bldr F2 (NASDAQ) | $15,001 - $50,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2023 |
- SVAIX-Federated Strategic Value Dividend Instl (NASDAQ) | $15,001 - $50,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2023 |
EPSYX EPSYX- Mainstay Epoch Global Equity Yield Fund Class I | $15,001 - $50,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2023 |
PPSIX PPSIX- Principal Preferred Securities Inst | $15,001 - $50,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2023 |
- IGFFX-American Funds Intl Gr and Inc F2 | $15,001 - $50,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2023 |
- GSFTX-Columbia Dividend Income Z | $15,001 - $50,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2023 |
- HHDFX-Hamlin High Dividend Equity Instl | $15,001 - $50,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2023 |
VYM VYM- Vanguard High Dividend Yield ETF | $15,001 - $50,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2023 |
GLIFX GLIFX- Lazard Global Listed Infrastructure Portfolio Inst | $15,001 - $50,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2023 |
- RAYMOND JAMES BANK DEPOSIT PROGRAM | $15,001 - $50,000 | Joint | None (or less than $201) | Interest, | 2023 |
ARSIX ARSIX- ASTON/River Road Small Cap Value I (NASDAQ) | $15,001 - $50,000 | Joint | $1,001 - $2,500 | Excepted Investment Fund, | 2023 |
- CISMX-Clarkston Partners Institutional | $15,001 - $50,000 | Joint | $2,501 - $5,000 | Excepted Investment Fund, | 2023 |
LUBAX LUBAX- Lord Abbett Ultra Short Bond Fund Class A | $15,001 - $50,000 | Joint | $201 - $1,000 | Excepted Investment Fund, | 2023 |
- AXA INTL VALUE VOLATILITY | $15,001 - $50,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2023 |
- AXA MID CAP VALUE VOLAT | $15,001 - $50,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2023 |
- Conservative Income Portfolio | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2023 |
- Farmer's Cooperative Co. | $1,001 - $15,000 | Joint | None (or less than $201) | Dividends, | 2023 |
- Metlife Insurance Company | $1,001 - $15,000 | Spouse | None (or less than $201) | Interest, | 2023 |
- New York Life Insurance | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, | 2023 |
- Conservative Income Portfolio | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2023 |
- EQ/CORE BOND INDEX | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2023 |
- RAYMOND JAMES BANK DEPOSIT PROGRAM | $1,001 - $15,000 | Self | None (or less than $201) | Interest, | 2023 |
- Ohio National Life Insurance | $1,001 - $15,000 | Self | $201 - $1,000 | Dividends, | 2023 |
- Farmstead where Senator Grassley was born | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2023 |
- NEA-Nuveen AMT-Free Quality Municipal Income Fund | $1,001 - $15,000 | Joint | None (or less than $201) | Excepted Investment Fund, | 2023 |
MMIIX MMIIX- MFS Municipal High Income Fund Class I | None (or less than $1,001) | Joint | $201 - $1,000 | Excepted Investment Fund, | 2023 |
- AXA EQUITABLE LIFE INS ACCUMULATOR | Self | 2023 | |||
- BARBARA IRA RJ | Spouse | 2023 | |||
- Barbara Grassley RJ Account | Spouse | 2023 | |||
- Grassley Family Farms, L.L.C. | Self | 2023 | |||
- Grandchildren 529 Account | Self | 2023 | |||
- GRASSLEY FREEDOM | Joint | 2023 | |||
- GRASSLEY CAPITAL ACCESS JOINT | Joint | 2023 | |||
- CHUCK SEP IRA | Self | 2023 | |||
- Grandchildren 529 College Savings | Spouse | 2023 | |||
SOPYX SOPYX- ClearBridge Dividend Strategy Fund Class I | $250,001 - $500,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2022 |
IGFFX IGFFX- American Funds International Growth and Income Fun | $250,001 - $500,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2022 |
PMDIX PMDIX- Principal Small-MidCap Dividend Income Fund Instit | $250,001 - $500,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2022 |
GSFTX GSFTX- Columbia Dividend Income Fund Institutional Class | $250,001 - $500,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2022 |
FXAIX FXAIX- Fidelity 500 Index Fund | $250,001 - $500,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2022 |
PRCOX PRCOX- T. Rowe Price U.S. Equity Research Fund | $100,001 - $250,000 | Joint | $201 - $1,000 | Excepted Investment Fund, | 2022 |
- Farm Land-All located in Butler County, Iowa, Beaver Township | $100,001 - $250,000 | Joint | $5,001 - $15,000Other $0.01 | Rent/Royalties, Other, (Grain Sales) | 2022 |
- Farm Land-All located in Butler County, Iowa, Beaver Township | $100,001 - $250,000 | Joint | Other $0.01 | Other, (Grain Sales) | 2022 |
- Farm Land-All located in Butler County, Iowa, Beaver Township | $100,001 - $250,000 | Joint | $5,001 - $15,000Other $0.01 | Rent/Royalties, Other, (Grain Sales) | 2022 |
- Farm Land-all located in Butler County, Iowa, Beaver Township | $100,001 - $250,000 | Joint | $15,001 - $50,000Other $0.01 | Rent/Royalties, Other, (Grain Sales) | 2022 |
- Farm Land-All located in Butler County, Iowa, Beaver Township | $100,001 - $250,000 | Joint | Other $0.01 | Other, (Grain Sales) | 2022 |
COAVX COAVX- Columbia Overseas Value Fund Class A | $100,001 - $250,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2022 |
OIBIX OIBIX- Invesco Oppenheimer International Bond Fund Class | $100,001 - $250,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2022 |
ARIDX ARIDX- AMG River Road Dividend All Cap Value Fund Class I | $100,001 - $250,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2022 |
FCPAX FCPAX- Fidelity Advisor International Capital Appreciatio | $100,001 - $250,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2022 |
MRFIX MRFIX- MFS Research Fund Class I | $100,001 - $250,000 | Joint | $1,001 - $2,500 | Excepted Investment Fund, | 2022 |
OPMYX OPMYX- Oppenheimer Main Street Mid Cap Fund Class Y | $100,001 - $250,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2022 |
MADVX MADVX- BlackRock Equity Dividend Fund Institutional Share | $100,001 - $250,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2022 |
- Community Bank & Trust (formerly Communiy National Bank) | $100,001 - $250,000 | Joint | None (or less than $201) | Interest, | 2022 |
- Farm Land-All located in Butler County, Iowa, Beaver Township | $100,001 - $250,000 | Joint | Other $0.01 | Other, (Grain Sales) | 2022 |
- Farm Land-All Located in Butler County, Iowa, Beaver Township | $100,001 - $250,000 | Joint | Other $0.01 | Other, (Grain Sales) | 2022 |
- Farm Land-All Located in Butler County, Iowa, Beaver Township | $100,001 - $250,000 | Joint | Other $0.01 | Other, (Grain Sales) | 2022 |
- Farm Land-all located in Butler County, Iowa, Beaver Township | $100,001 - $250,000 | Joint | $15,001 - $50,000Other $0.01 | Rent/Royalties, Other, (Grain Sales) | 2022 |
- Farm Land-All located in Butler County, Iowa, Beaver Township | $100,001 - $250,000 | Joint | $5,001 - $15,000Other $0.01 | Rent/Royalties, Other, (Grain Sales) | 2022 |
- Farm Land-All located in Butler County, Iowa, Beaver Township | $100,001 - $250,000 | Joint | $5,001 - $15,000Other $0.01 | Rent/Royalties, Other, (Grain Sales) | 2022 |
- Farm Land-All located in Butler County, Iowa, Beaver Township | $100,001 - $250,000 | Joint | Other $0.01 | Other, (Grain Sales) | 2022 |
HISVX HISVX- Harbor Small Cap Value Fund Investor Class | $50,001 - $100,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2022 |
FSTAX FSTAX- Fidelity Advisor Strategic Income Fund Class A | $50,001 - $100,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2022 |
RSEGX RSEGX- Victory RS Small Cap Growth Fund Class A | $50,001 - $100,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2022 |
- Moderate Growth Aged Based 19 and Older Money Market | $50,001 - $100,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2022 |
- Moderate Growth Aged Based 19 and Older Money Market | $50,001 - $100,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2022 |
- Farm Land-All Located in Butler County, Iowa, Beaver Township | $50,001 - $100,000 | Joint | Other $0.01 | Other, (Grain Sales) | 2022 |
- Farm Land-all located in Butler County, Iowa, Beaver Township | $50,001 - $100,000 | Joint | $100,001 - $1,000,000Other $176,339.00 | Other, (Grain sales) | 2022 |
AMRMX AMRMX- American Funds American Mutual A | $50,001 - $100,000 | Spouse | $201 - $1,000 | Excepted Investment Fund, | 2022 |
BAFGX BAFGX- Brown Advisory Growth Equity Fund Institutional Sh | $50,001 - $100,000 | Joint | $1,001 - $2,500 | Excepted Investment Fund, | 2022 |
- Moderate Growth Aged Based 19 and Older Money Market | $50,001 - $100,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2022 |
- ALTVX-AllianceBern Muni Income Natl Adv (NASDAQ) | $50,001 - $100,000 | Joint | $1,001 - $2,500 | Excepted Investment Fund, | 2022 |
MADVX MADVX- Blackrock Eq Dividend I | $50,001 - $100,000 | Joint | $1,001 - $2,500 | Excepted Investment Fund, | 2022 |
- Farm Land-All Located in Butler County, Iowa, Beaver Township | $50,001 - $100,000 | Joint | Other $0.01 | Other, (Grain Sales) | 2022 |
- EQ/EQUITY 500 INDEX | $50,001 - $100,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2022 |
- Community Bank & Trust (formerly Communiy National Bank) | $50,001 - $100,000 | Joint | None (or less than $201) | Interest, | 2022 |
- GSFTX-Columbia Dividend Income Z | $50,001 - $100,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2022 |
GSFTX GSFTX- Columbia Dividend Income Fund Institutional Class | $50,001 - $100,000 | Joint | $1,001 - $2,500 | Excepted Investment Fund, | 2022 |
- BIICX-BlackRock Multi-Asset Income Instl | $50,001 - $100,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2022 |
WFMIX WFMIX- Wf Special Mid Cap Value Fund Insti Class | $50,001 - $100,000 | Joint | $201 - $1,000 | Excepted Investment Fund, | 2022 |
- Moderate Growth Aged Based 19 and Older Money Market | $50,001 - $100,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2022 |
- Farm Land-all located in Butler County, Iowa, Beaver Township | $50,001 - $100,000 | Joint | $50,001 - $100,000Other $72,787.00 | Other, (Grain sales) | 2022 |
- RAYMOND JAMES BANK DEPOSIT PROGRAM | $50,001 - $100,000 | Joint | None (or less than $201) | Interest, | 2022 |
- EQ/EQUITY 500 INDEX | $50,001 - $100,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2022 |
GLIFX GLIFX- Lazard Global Listed Infrastructure Portfolio Inst | $50,001 - $100,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2022 |
- BIICX-BlackRock Multi-Asset Income Instl | $50,001 - $100,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2022 |
- GSFTX-Columbia Dividend Income Z | $50,001 - $100,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2022 |
BAFGX BAFGX- Brown Advisory Growth Equity Fund Institutional Sh | $50,001 - $100,000 | Joint | $1,001 - $2,500 | Excepted Investment Fund, | 2022 |
MRFIX MRFIX- MFS Research Fund Class I | $50,001 - $100,000 | Joint | $1,001 - $2,500 | Excepted Investment Fund, | 2022 |
JVLIX JVLIX- JHancock Disciplined Value I (NASDAQ) | $50,001 - $100,000 | Joint | $1,001 - $2,500 | Excepted Investment Fund, | 2022 |
- ALTVX-AllianceBern Muni Income Natl Adv (NASDAQ) | $50,001 - $100,000 | Joint | $1,001 - $2,500 | Excepted Investment Fund, | 2022 |
WIAEX WIAEX- Wasatch Small Cap Growth Fund Institutional Class | $15,001 - $50,000 | Joint | $1,001 - $2,500 | Excepted Investment Fund, | 2022 |
MQGIX MQGIX- MFS International Growth I (NASDAQ) | $15,001 - $50,000 | Joint | $201 - $1,000 | Excepted Investment Fund, | 2022 |
PRINX PRINX- T. Rowe Price Summit Municipal Inc (NASDAQ) | $15,001 - $50,000 | Joint | $1,001 - $2,500 | Excepted Investment Fund, | 2022 |
TROSX TROSX- T. Rowe Price Overseas Stock Fund | $15,001 - $50,000 | Joint | $201 - $1,000 | Excepted Investment Fund, | 2022 |
- MYSIX-Victory Trivalent International Sm-Cp Y | $15,001 - $50,000 | Joint | $201 - $1,000 | Excepted Investment Fund, | 2022 |
- CISMX-Clarkston Partners Institutional | $15,001 - $50,000 | Joint | $201 - $1,000 | Excepted Investment Fund, | 2022 |
- New York Life Insurance | $15,001 - $50,000 | Self | $201 - $1,000 | Dividends, | 2022 |
ARSIX ARSIX- ASTON/River Road Small Cap Value I (NASDAQ) | $15,001 - $50,000 | Joint | $201 - $1,000 | Excepted Investment Fund, | 2022 |
- RAYMOND JAMES BANK DEPOSIT PROGRAM | $15,001 - $50,000 | Spouse | None (or less than $201) | Interest, | 2022 |
DFMGX DFMGX- Df Dent Midcap Growth Fund Institutional Shares | $15,001 - $50,000 | Joint | $201 - $1,000 | Excepted Investment Fund, | 2022 |
JMIEX JMIEX- Jpmorgan Emerging Markets Equity Fund Class L | $15,001 - $50,000 | Joint | $201 - $1,000 | Excepted Investment Fund, | 2022 |
MMIIX MMIIX- MFS Municipal High Income Fund Class I | $15,001 - $50,000 | Joint | $201 - $1,000 | Excepted Investment Fund, | 2022 |
WFMIX WFMIX- Wells Fargo Special Mid Cap Value Fund - Class Ins | $15,001 - $50,000 | Joint | $201 - $1,000 | Excepted Investment Fund, | 2022 |
- ARIDX-ASTON/River Road Dividend All Cap Val I (NASDAQ) | $15,001 - $50,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2022 |
- CAIFX-American Funds Capital Inc Bldr F2 (NASDAQ) | $15,001 - $50,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2022 |
- SVAIX-Federated Strategic Value Dividend Instl (NASDAQ) | $15,001 - $50,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2022 |
EPSYX EPSYX- Mainstay Epoch Global Equity Yield Fund Class I | $15,001 - $50,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2022 |
PPSIX PPSIX- Principal Preferred Securities Inst | $15,001 - $50,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2022 |
- IGFFX-American Funds Intl Gr and Inc F2 | $15,001 - $50,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2022 |
- HHDFX-Hamlin High Dividend Equity Instl | $15,001 - $50,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2022 |
VYM VYM- Vanguard High Dividend Yield ETF | $15,001 - $50,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2022 |
GLIFX GLIFX- Lazard Global Listed Infrastructure Portfolio Inst | $15,001 - $50,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2022 |
VDIGX VDIGX- Vanguard Dividend Growth Fund Investor Shares | $15,001 - $50,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2022 |
LUBAX LUBAX- Lord Abbett Ultra Short Bond Fund Class A | $15,001 - $50,000 | Joint | $201 - $1,000 | Excepted Investment Fund, | 2022 |
- AXA INTL VALUE VOLATILITY | $15,001 - $50,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2022 |
- AXA MID CAP VALUE VOLAT | $15,001 - $50,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2022 |
- New York Life Insurance | $15,001 - $50,000 | Self | $201 - $1,000 | Dividends, | 2022 |
- Conservative Income Portfolio | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2022 |
- Community Bank & Trust (formerly Communiy National Bank) | $15,001 - $50,000 | Joint | None (or less than $201) | Interest, | 2022 |
MQGIX MQGIX- MFS International Growth I (NASDAQ) | $15,001 - $50,000 | Joint | $201 - $1,000 | Excepted Investment Fund, | 2022 |
PRINX PRINX- T. Rowe Price Summit Municipal Inc (NASDAQ) | $15,001 - $50,000 | Joint | $1,001 - $2,500 | Excepted Investment Fund, | 2022 |
- RAYMOND JAMES BANK DEPOSIT PROGRAM | $15,001 - $50,000 | Joint | None (or less than $201) | Interest, | 2022 |
ARSIX ARSIX- ASTON/River Road Small Cap Value I (NASDAQ) | $15,001 - $50,000 | Joint | $201 - $1,000 | Excepted Investment Fund, | 2022 |
- CISMX-Clarkston Partners Institutional | $15,001 - $50,000 | Joint | $201 - $1,000 | Excepted Investment Fund, | 2022 |
- MYSIX-Victory Trivalent International Sm-Cp Y | $15,001 - $50,000 | Joint | $201 - $1,000 | Excepted Investment Fund, | 2022 |
- HFMIX-Hartford MidCap I | $15,001 - $50,000 | Joint | $201 - $1,000 | Excepted Investment Fund, | 2022 |
SUSYX SUSYX- SEI US Managed Volatility Y (SIMT) | $15,001 - $50,000 | Joint | $1,001 - $2,500 | Excepted Investment Fund, | 2022 |
BTMIX BTMIX- Baird Short-Term Municipal Bond Fund Institutional | $15,001 - $50,000 | Joint | $201 - $1,000 | Excepted Investment Fund, | 2022 |
GSFTX GSFTX- Columbia Dividend Income Fund Institutional Class | $15,001 - $50,000 | Joint | $201 - $1,000 | Excepted Investment Fund, | 2022 |
HLEMX HLEMX- Harding Loevner Emerging Markets Portfolio Advisor | $15,001 - $50,000 | Joint | $201 - $1,000 | Excepted Investment Fund, | 2022 |
PRCOX PRCOX- T. Rowe Price U.S. Equity Research Fund | $15,001 - $50,000 | Joint | $201 - $1,000 | Excepted Investment Fund, | 2022 |
WIAEX WIAEX- Wasatch Small Cap Growth Fund Institutional Class | $15,001 - $50,000 | Joint | $1,001 - $2,500 | Excepted Investment Fund, | 2022 |
WFMIX WFMIX- Wells Fargo Special Mid Cap Value Fund - Class Ins | $15,001 - $50,000 | Joint | $201 - $1,000 | Excepted Investment Fund, | 2022 |
MMIIX MMIIX- MFS Municipal High Income Fund Class I | $15,001 - $50,000 | Joint | $201 - $1,000 | Excepted Investment Fund, | 2022 |
TROSX TROSX- T. Rowe Price Overseas Stock Fund | $15,001 - $50,000 | Joint | $201 - $1,000 | Excepted Investment Fund, | 2022 |
- ARIDX-ASTON/River Road Dividend All Cap Val I (NASDAQ) | $15,001 - $50,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2022 |
- CAIFX-American Funds Capital Inc Bldr F2 (NASDAQ) | $15,001 - $50,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2022 |
- SVAIX-Federated Strategic Value Dividend Instl (NASDAQ) | $15,001 - $50,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2022 |
EPSYX EPSYX- Mainstay Epoch Global Equity Yield Fund Class I | $15,001 - $50,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2022 |
PPSIX PPSIX- Principal Preferred Securities Inst | $15,001 - $50,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2022 |
- IGFFX-American Funds Intl Gr and Inc F2 | $15,001 - $50,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2022 |
- HHDFX-Hamlin High Dividend Equity Instl | $15,001 - $50,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2022 |
VYM VYM- Vanguard High Dividend Yield ETF | $15,001 - $50,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2022 |
VDIGX VDIGX- Vanguard Dividend Growth Fund Investor Shares | $15,001 - $50,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2022 |
LUBAX LUBAX- Lord Abbett Ultra Short Bond Fund Class A | $15,001 - $50,000 | Joint | $201 - $1,000 | Excepted Investment Fund, | 2022 |
- AXA INTL VALUE VOLATILITY | $15,001 - $50,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2022 |
- AXA MID CAP VALUE VOLAT | $15,001 - $50,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2022 |
AMRMX AMRMX- American Funds American Mutual A | $15,001 - $50,000 | Spouse | $201 - $1,000 | Excepted Investment Fund, | 2022 |
- Farmer's Cooperative Co. | $1,001 - $15,000 | Joint | None (or less than $201) | Dividends, | 2022 |
- Ohio National Life Insurance | $1,001 - $15,000 | Self | $201 - $1,000 | Dividends, | 2022 |
- RJ BANK DEPOSIT PROGRAM | $1,001 - $15,000 | Self | None (or less than $201) | Interest, | 2022 |
ARIDX ARIDX- AMG River Road Dividend All Cap Value Fund Class I | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2022 |
- EQ/CORE BOND INDEX | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2022 |
- RAYMOND JAMES BANK DEPOSIT PROGRAM | $1,001 - $15,000 | Self | None (or less than $201) | Interest, | 2022 |
- New York Life Insurance | $1,001 - $15,000 | Self | $201 - $1,000 | Dividends, | 2022 |
- Conservative Income Portfolio | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2022 |
- New York Life Insurance | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, | 2022 |
- NEA-Nuveen AMT-Free Quality Municipal Income Fund | $1,001 - $15,000 | Joint | None (or less than $201) | Excepted Investment Fund, | 2022 |
- Conservative Income Portfolio | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2022 |
- Farmer's Cooperative Co. | $1,001 - $15,000 | Joint | None (or less than $201) | Dividends, | 2022 |
- RAYMOND JAMES BANK DEPOSIT PROGRAM | $1,001 - $15,000 | Joint | None (or less than $201) | Interest, | 2022 |
- EQ/CORE BOND INDEX | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2022 |
- Farmstead where Senator Grassley was born | $1,001 - $15,000 | Joint | None (or less than $201) | None, | 2022 |
- RAYMOND JAMES BANK DEPOSIT PROGRAM | $1,001 - $15,000 | Self | None (or less than $201) | Interest, | 2022 |
GSFTX GSFTX- Columbia Dividend Income Fund Institutional Class | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2022 |
IGFFX IGFFX- American Funds International Growth and Income Fun | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2022 |
PMDIX PMDIX- Principal Small-MidCap Dividend Income Fund Instit | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2022 |
SOPYX SOPYX- ClearBridge Dividend Strategy Fund Class I | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2022 |
- Conservative Income Portfolio | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2022 |
- Metlife Insurance Company | $1,001 - $15,000 | Spouse | None (or less than $201) | Interest, | 2022 |
- Metlife Insurance Company | $1,001 - $15,000 | Spouse | None (or less than $201) | Interest, | 2022 |
- Ohio National Life Insurance | $1,001 - $15,000 | Self | $201 - $1,000 | Dividends, | 2022 |
- NEA-Nuveen AMT-Free Quality Municipal Income Fund | $1,001 - $15,000 | Joint | None (or less than $201) | Excepted Investment Fund, | 2022 |
- Ohio National Life Insurance | $1,001 - $15,000 | Self | $201 - $1,000 | Dividends, | 2022 |
- RAYMOND JAMES BANK DEPOSIT PROGRAM | $1,001 - $15,000 | Joint | None (or less than $201) | Interest, | 2022 |
- Ohio National Life Insurance | $1,001 - $15,000 | Self | $201 - $1,000 | Dividends, | 2022 |
FCPAX FCPAX- Fidelity Advisor International Capital Appreciatio | None (or less than $1,001) | Spouse | None (or less than $201) | Excepted Investment Fund, | 2022 |
FXAIX FXAIX- Fidelity 500 Index Fund | None (or less than $1,001) | Spouse | None (or less than $201) | Excepted Investment Fund, | 2022 |
COAVX COAVX- Columbia Overseas Value Fund Class A | None (or less than $1,001) | Spouse | None (or less than $201) | Excepted Investment Fund, | 2022 |
- Community Bank & Trust (formerly Communiy National Bank) | None (or less than $1,001) | Joint | None (or less than $201) | Interest, | 2022 |
MADVX MADVX- BlackRock Equity Dividend Fund Institutional Share | None (or less than $1,001) | Spouse | None (or less than $201) | Excepted Investment Fund, | 2022 |
EMBIX EMBIX- Lazard Emerging Markets Equity Blend Portfolio Ins | None (or less than $1,001) | Spouse | None (or less than $201) | Excepted Investment Fund, | 2022 |
OPMYX OPMYX- Oppenheimer Main Street Mid Cap Fund Class Y | None (or less than $1,001) | Spouse | None (or less than $201) | Excepted Investment Fund, | 2022 |
RSEGX RSEGX- Victory RS Small Cap Growth Fund Class A | None (or less than $1,001) | Spouse | None (or less than $201) | Excepted Investment Fund, | 2022 |
FSTAX FSTAX- Fidelity Advisor Strategic Income Fund Class A | None (or less than $1,001) | Spouse | None (or less than $201) | Excepted Investment Fund, | 2022 |
FGVMX FGVMX- Fidelity Advisor New Markets Income Fund Class A | None (or less than $1,001) | Spouse | None (or less than $201) | Excepted Investment Fund, | 2022 |
JVLIX JVLIX- JHancock Disciplined Value I (NASDAQ) | None (or less than $1,001) | Joint | $1,001 - $2,500 | Excepted Investment Fund, | 2022 |
- RAYMOND JAMES BANK DEPOSIT PROGRAM | None (or less than $1,001) | Spouse | None (or less than $201) | Interest, | 2022 |
- AEPFX - American Funds Europacific Growth F2 | None (or less than $1,001) | Joint | $201 - $1,000 | Excepted Investment Fund, | 2022 |
- WFVIX - Wells Fargo International Value Inst | None (or less than $1,001) | Joint | $201 - $1,000 | Excepted Investment Fund, | 2022 |
- FRIAX-Franklin Income Adv (NASDAQ) | None (or less than $1,001) | Self | None (or less than $201) | Excepted Investment Fund, | 2022 |
PMDIX PMDIX- Principal Small-MidCap Dividend Inc Inst | None (or less than $1,001) | Self | None (or less than $201) | Excepted Investment Fund, | 2022 |
- RJ BANK DEPOSIT PROGRAM | None (or less than $1,001) | Self | None (or less than $201) | Interest, | 2022 |
OIBIX OIBIX- Invesco Oppenheimer International Bond Fund Class | None (or less than $1,001) | Spouse | None (or less than $201) | Excepted Investment Fund, | 2022 |
HLEMX HLEMX- Harding Loevner Emerging Markets Portfolio Advisor | None (or less than $1,001) | Joint | $201 - $1,000 | Excepted Investment Fund, | 2022 |
HISVX HISVX- Harbor Small Cap Value Fund Investor Class | None (or less than $1,001) | Spouse | None (or less than $201) | Excepted Investment Fund, | 2022 |
- Property Sale - 2 acre Farmstead | None (or less than $1,001) | Joint | $201 - $1,000 | Interest, | 2022 |
BTMIX BTMIX- Baird Short-Term Municipal Bond Fund Institutional | None (or less than $1,001) | Joint | $201 - $1,000 | Excepted Investment Fund, | 2022 |
SUSYX SUSYX- SEI US Managed Volatility Y (SIMT) | None (or less than $1,001) | Joint | $1,001 - $2,500 | Excepted Investment Fund, | 2022 |
- HFMIX-Hartford MidCap I | None (or less than $1,001) | Joint | $201 - $1,000 | Excepted Investment Fund, | 2022 |
- CCH Holdco, Inc. 401k Plan - Managed by Fidelity Investments | Spouse | 2022 | |||
- Grandchildren 529 Account | Self | 2022 | |||
- BARBARA IRA RJ | Spouse | 2022 | |||
- GRASSLEY FREEDOM | Joint | 2022 | |||
- CHUCK SEP IRA | Self | 2022 | |||
- Charles Grassley IRA | Self | 2022 | |||
- Grandchildren 529 College Savings | Spouse | 2022 | |||
- CCH Holdco, Inc. 401k Plan - Managed by Fidelity Investments | Spouse | 2022 | |||
- AXA EQUITABLE LIFE INS ACCUMULATOR | Self | 2022 | |||
- BARBARA IRA RJ | Spouse | 2022 | |||
- Grandchildren 529 Account | Self | 2022 | |||
- GRASSLEY CAPITAL ACCESS JOINT | Joint | 2022 | |||
- Barbara Grassley RJ Account | Spouse | 2022 | |||
- Grandchildren 529 College Savings | Spouse | 2022 | |||
- Charles Grassley IRA | Self | 2022 | |||
- GRASSLEY FREEDOM | Joint | 2022 | |||
- Barbara Grassley RJ Account | Spouse | 2022 | |||
- GRASSLEY CAPITAL ACCESS JOINT | Joint | 2022 | |||
- AXA EQUITABLE LIFE INS ACCUMULATOR | Self | 2022 | |||
- CHUCK SEP IRA | Self | 2022 | |||
FXAIX FXAIX- Fidelity 500 Index Fund | $250,001 - $500,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2021 |
- Farm Land-All located in Butler County, Iowa, Beaver Township | $100,001 - $250,000 | Joint | Other $0.01 | Other, (Grain Sales) | 2021 |
- Farm Land-All located in Butler County, Iowa, Beaver Township | $100,001 - $250,000 | Joint | Other $0.01 | Other, (Grain Sales) | 2021 |
- Farm Land-All Located in Butler County, Iowa, Beaver Township | $100,001 - $250,000 | Joint | Other $0.01 | Other, (Grain Sales) | 2021 |
COAVX COAVX- Columbia Overseas Value Fund Class A | $100,001 - $250,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2021 |
OIBIX OIBIX- Invesco Oppenheimer International Bond Fund Class | $100,001 - $250,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2021 |
- Farm Land-All located in Butler County, Iowa, Beaver Township | $100,001 - $250,000 | Joint | $5,001 - $15,000Other $0.01 | Rent/Royalties, Other, (Grain Sales) | 2021 |
- Community Bank & Trust (formerly Communiy National Bank) | $100,001 - $250,000 | Joint | None (or less than $201) | Interest, | 2021 |
MADVX MADVX- BlackRock Equity Dividend Fund Institutional Share | $100,001 - $250,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2021 |
OPMYX OPMYX- Oppenheimer Main Street Mid Cap Fund Class Y | $100,001 - $250,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2021 |
- Farm Land-All located in Butler County, Iowa, Beaver Township | $100,001 - $250,000 | Joint | $5,001 - $15,000Other $0.01 | Rent/Royalties, Other, (Grain Sales) | 2021 |
- Farm Land-all located in Butler County, Iowa, Beaver Township | $100,001 - $250,000 | Joint | $15,001 - $50,000Other $0.01 | Rent/Royalties, Other, (Grain Sales) | 2021 |
FCPAX FCPAX- Fidelity Advisor International Capital Appreciatio | $100,001 - $250,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2021 |
- Moderate Growth Aged Based 19 and Older Money Market | $50,001 - $100,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2021 |
BAFGX BAFGX- Brown Advisory Growth Equity Fund Institutional Sh | $50,001 - $100,000 | Joint | $1,001 - $2,500 | Excepted Investment Fund, | 2021 |
GLIFX GLIFX- Lazard Global Listed Infrastructure Portfolio Inst | $50,001 - $100,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2021 |
MRFIX MRFIX- MFS Research Fund Class I | $50,001 - $100,000 | Joint | $1,001 - $2,500 | Excepted Investment Fund, | 2021 |
HISVX HISVX- Harbor Small Cap Value Fund Investor Class | $50,001 - $100,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2021 |
- Farm Land-all located in Butler County, Iowa, Beaver Township | $50,001 - $100,000 | Joint | $100,001 - $1,000,000Other $176,339.00 | Other, (Grain sales) | 2021 |
JVLIX JVLIX- JHancock Disciplined Value I (NASDAQ) | $50,001 - $100,000 | Joint | $1,001 - $2,500 | Excepted Investment Fund, | 2021 |
- ALTVX-AllianceBern Muni Income Natl Adv (NASDAQ) | $50,001 - $100,000 | Joint | $1,001 - $2,500 | Excepted Investment Fund, | 2021 |
- GSFTX-Columbia Dividend Income Z | $50,001 - $100,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2021 |
- BIICX-BlackRock Multi-Asset Income Instl | $50,001 - $100,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2021 |
- Moderate Growth Aged Based 19 and Older Money Market | $50,001 - $100,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2021 |
- EQ/EQUITY 500 INDEX | $50,001 - $100,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2021 |
FSTAX FSTAX- Fidelity Advisor Strategic Income Fund Class A | $50,001 - $100,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2021 |
RSEGX RSEGX- Victory RS Small Cap Growth Fund Class A | $50,001 - $100,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2021 |
- Farm Land-All Located in Butler County, Iowa, Beaver Township | $50,001 - $100,000 | Joint | Other $0.01 | Other, (Grain Sales) | 2021 |
AMRMX AMRMX- American Funds American Mutual A | $15,001 - $50,000 | Spouse | $201 - $1,000 | Excepted Investment Fund, | 2021 |
- AXA MID CAP VALUE VOLAT | $15,001 - $50,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2021 |
- AXA INTL VALUE VOLATILITY | $15,001 - $50,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2021 |
LUBAX LUBAX- Lord Abbett Ultra Short Bond Fund Class A | $15,001 - $50,000 | Joint | $201 - $1,000 | Excepted Investment Fund, | 2021 |
VDIGX VDIGX- Vanguard Dividend Growth Fund Investor Shares | $15,001 - $50,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2021 |
BTMIX BTMIX- Baird Short-Term Municipal Bond Fund Institutional | $15,001 - $50,000 | Joint | $201 - $1,000 | Excepted Investment Fund, | 2021 |
- HHDFX-Hamlin High Dividend Equity Instl | $15,001 - $50,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2021 |
TROSX TROSX- T. Rowe Price Overseas Stock Fund | $15,001 - $50,000 | Joint | $201 - $1,000 | Excepted Investment Fund, | 2021 |
- ARIDX-ASTON/River Road Dividend All Cap Val I (NASDAQ) | $15,001 - $50,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2021 |
- CAIFX-American Funds Capital Inc Bldr F2 (NASDAQ) | $15,001 - $50,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2021 |
- SVAIX-Federated Strategic Value Dividend Instl (NASDAQ) | $15,001 - $50,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2021 |
- IGFFX-American Funds Intl Gr and Inc F2 | $15,001 - $50,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2021 |
EPSYX EPSYX- Mainstay Epoch Global Equity Yield Fund Class I | $15,001 - $50,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2021 |
PPSIX PPSIX- Principal Preferred Securities Inst | $15,001 - $50,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2021 |
MMIIX MMIIX- MFS Municipal High Income Fund Class I | $15,001 - $50,000 | Joint | $201 - $1,000 | Excepted Investment Fund, | 2021 |
- Conservative Income Portfolio | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2021 |
- New York Life Insurance | $15,001 - $50,000 | Self | $201 - $1,000 | Dividends, | 2021 |
- Community Bank & Trust (formerly Communiy National Bank) | $15,001 - $50,000 | Joint | None (or less than $201) | Interest, | 2021 |
MQGIX MQGIX- MFS International Growth I (NASDAQ) | $15,001 - $50,000 | Joint | $201 - $1,000 | Excepted Investment Fund, | 2021 |
PRINX PRINX- T. Rowe Price Summit Municipal Inc (NASDAQ) | $15,001 - $50,000 | Joint | $1,001 - $2,500 | Excepted Investment Fund, | 2021 |
- WFVIX - Wells Fargo International Value Inst | $15,001 - $50,000 | Joint | $201 - $1,000 | Excepted Investment Fund, | 2021 |
- RAYMOND JAMES BANK DEPOSIT PROGRAM | $15,001 - $50,000 | Joint | None (or less than $201) | Interest, | 2021 |
ARSIX ARSIX- ASTON/River Road Small Cap Value I (NASDAQ) | $15,001 - $50,000 | Joint | $201 - $1,000 | Excepted Investment Fund, | 2021 |
- CISMX-Clarkston Partners Institutional | $15,001 - $50,000 | Joint | $201 - $1,000 | Excepted Investment Fund, | 2021 |
- MYSIX-Victory Trivalent International Sm-Cp Y | $15,001 - $50,000 | Joint | $201 - $1,000 | Excepted Investment Fund, | 2021 |
- HFMIX-Hartford MidCap I | $15,001 - $50,000 | Joint | $201 - $1,000 | Excepted Investment Fund, | 2021 |
SUSYX SUSYX- SEI US Managed Volatility Y (SIMT) | $15,001 - $50,000 | Joint | $1,001 - $2,500 | Excepted Investment Fund, | 2021 |
VYM VYM- Vanguard High Dividend Yield ETF | $15,001 - $50,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2021 |
GSFTX GSFTX- Columbia Dividend Income Fund Institutional Class | $15,001 - $50,000 | Joint | $201 - $1,000 | Excepted Investment Fund, | 2021 |
HLEMX HLEMX- Harding Loevner Emerging Markets Portfolio Advisor | $15,001 - $50,000 | Joint | $201 - $1,000 | Excepted Investment Fund, | 2021 |
PRCOX PRCOX- T. Rowe Price U.S. Equity Research Fund | $15,001 - $50,000 | Joint | $201 - $1,000 | Excepted Investment Fund, | 2021 |
WIAEX WIAEX- Wasatch Small Cap Growth Fund Institutional Class | $15,001 - $50,000 | Joint | $1,001 - $2,500 | Excepted Investment Fund, | 2021 |
WFMIX WFMIX- Wells Fargo Special Mid Cap Value Fund - Class Ins | $15,001 - $50,000 | Joint | $201 - $1,000 | Excepted Investment Fund, | 2021 |
- Ohio National Life Insurance | $1,001 - $15,000 | Self | $201 - $1,000 | Dividends, | 2021 |
SOPYX SOPYX- ClearBridge Dividend Strategy Fund Class I | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2021 |
- Farmer's Cooperative Co. | $1,001 - $15,000 | Joint | None (or less than $201) | Dividends, | 2021 |
- Metlife Insurance Company | $1,001 - $15,000 | Spouse | None (or less than $201) | Interest, | 2021 |
- Ohio National Life Insurance | $1,001 - $15,000 | Self | $201 - $1,000 | Dividends, | 2021 |
- New York Life Insurance | $1,001 - $15,000 | Self | $201 - $1,000 | Dividends, | 2021 |
- Conservative Income Portfolio | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2021 |
ARIDX ARIDX- AMG River Road Dividend All Cap Value Fund Class I | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2021 |
GSFTX GSFTX- Columbia Dividend Income Fund Institutional Class | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2021 |
IGFFX IGFFX- American Funds International Growth and Income Fun | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2021 |
PMDIX PMDIX- Principal Small-MidCap Dividend Income Fund Instit | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2021 |
- RAYMOND JAMES BANK DEPOSIT PROGRAM | $1,001 - $15,000 | Self | None (or less than $201) | Interest, | 2021 |
- NEA-Nuveen AMT-Free Quality Municipal Income Fund | $1,001 - $15,000 | Joint | None (or less than $201) | Excepted Investment Fund, | 2021 |
- RAYMOND JAMES BANK DEPOSIT PROGRAM | $1,001 - $15,000 | Joint | None (or less than $201) | Interest, | 2021 |
- EQ/CORE BOND INDEX | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2021 |
- RJ BANK DEPOSIT PROGRAM | $1,001 - $15,000 | Self | None (or less than $201) | Interest, | 2021 |
- AEPFX - American Funds Europacific Growth F2 | None (or less than $1,001) | Joint | $201 - $1,000 | Excepted Investment Fund, | 2021 |
- RAYMOND JAMES BANK DEPOSIT PROGRAM | None (or less than $1,001) | Spouse | None (or less than $201) | Interest, | 2021 |
PMDIX PMDIX- Principal Small-MidCap Dividend Inc Inst | None (or less than $1,001) | Self | None (or less than $201) | Excepted Investment Fund, | 2021 |
EMBIX EMBIX- Lazard Emerging Markets Equity Blend Portfolio Ins | None (or less than $1,001) | Spouse | None (or less than $201) | Excepted Investment Fund, | 2021 |
- FRIAX-Franklin Income Adv (NASDAQ) | None (or less than $1,001) | Self | None (or less than $201) | Excepted Investment Fund, | 2021 |
FGVMX FGVMX- Fidelity Advisor New Markets Income Fund Class A | None (or less than $1,001) | Spouse | None (or less than $201) | Excepted Investment Fund, | 2021 |
- Property Sale - 2 acre Farmstead | None (or less than $1,001) | Joint | $201 - $1,000 | Interest, | 2021 |
- Charles Grassley IRA | Self | 2021 | |||
- CCH Holdco, Inc. 401k Plan - Managed by Fidelity Investments | Spouse | 2021 | |||
- GRASSLEY CAPITAL ACCESS JOINT | Joint | 2021 | |||
- GRASSLEY FREEDOM | Joint | 2021 | |||
- Grandchildren 529 Account | Self | 2021 | |||
- AXA EQUITABLE LIFE INS ACCUMULATOR | Self | 2021 | |||
- Grandchildren 529 College Savings | Spouse | 2021 | |||
- Barbara Grassley RJ Account | Spouse | 2021 | |||
- BARBARA IRA RJ | Spouse | 2021 | |||
- CHUCK SEP IRA | Self | 2021 | |||
FXAIX FXAIX- Fidelity 500 Index Fund | $250,001 - $500,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2020 |
- Farm Land-All located in Butler County, Iowa, Beaver Township | $100,001 - $250,000 | Joint | $5,001 - $15,000Other $0.01 | Rent/Royalties, Other, (Grain Sales) | 2020 |
- RJ BANK DEPOSIT PROGRAM | $100,001 - $250,000 | Self | None (or less than $201) | Interest, | 2020 |
- Farm Land-All located in Butler County, Iowa, Beaver Township | $100,001 - $250,000 | Joint | Other $0.01 | Other, (Grain Sales) | 2020 |
- Farm Land-All located in Butler County, Iowa, Beaver Township | $100,001 - $250,000 | Joint | Other $0.01 | Other, (Grain Sales) | 2020 |
- RAYMOND JAMES BANK DEPOSIT PROGRAM | $100,001 - $250,000 | Joint | None (or less than $201) | Interest, | 2020 |
- Farm Land-All located in Butler County, Iowa, Beaver Township | $100,001 - $250,000 | Joint | Other $0.01 | Other, (Grain Sales) | 2020 |
EMBIX EMBIX- Lazard Emerging Markets Equity Blend Portfolio Ins | $100,001 - $250,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2020 |
FCPAX FCPAX- Fidelity Advisor International Capital Appreciatio | $100,001 - $250,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2020 |
- Farm Land-all located in Butler County, Iowa, Beaver Township | $100,001 - $250,000 | Joint | $100,001 - $1,000,000Other $172,686.00 | Other, (Grain Sales) | 2020 |
OPMYX OPMYX- Oppenheimer Main Street Mid Cap Fund Class Y | $100,001 - $250,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2020 |
COAVX COAVX- Columbia Overseas Value Fund Class A | $100,001 - $250,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2020 |
MADVX MADVX- BlackRock Equity Dividend Fund Institutional Share | $100,001 - $250,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2020 |
- Farm Land-All Located in Butler County, Iowa, Beaver Township | $100,001 - $250,000 | Joint | Other $0.01 | Other, (Grain Sales) | 2020 |
BAFGX BAFGX- Brown Advisory Growth Equity Fund Institutional Sh | $50,001 - $100,000 | Joint | $1,001 - $2,500 | Excepted Investment Fund, | 2020 |
- BIICX-BlackRock Multi-Asset Income Instl | $50,001 - $100,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2020 |
- ARIDX-ASTON/River Road Dividend All Cap Val I (NASDAQ) | $50,001 - $100,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2020 |
- CAIFX-American Funds Capital Inc Bldr F2 (NASDAQ) | $50,001 - $100,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2020 |
- Farm Land-all located in Butler County, Iowa, Beaver Township | $50,001 - $100,000 | Joint | None (or less than $201)Other $0.01 | Other, (Grain sales ) | 2020 |
- Farm Land-All Located in Butler County, Iowa, Beaver Township | $50,001 - $100,000 | Joint | Other $0.01 | Other, (Grain Sales) | 2020 |
MRFIX MRFIX- MFS Research Fund Class I | $50,001 - $100,000 | Joint | $1,001 - $2,500 | Excepted Investment Fund, | 2020 |
- Moderate Growth Aged Based 19 and Older Money Market | $50,001 - $100,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2020 |
JVLIX JVLIX- JHancock Disciplined Value I (NASDAQ) | $50,001 - $100,000 | Joint | $2,501 - $5,000 | Excepted Investment Fund, | 2020 |
- ALTVX-AllianceBern Muni Income Natl Adv (NASDAQ) | $50,001 - $100,000 | Joint | $1,001 - $2,500 | Excepted Investment Fund, | 2020 |
- Moderate Growth Aged Based 19 and Older Money Market | $50,001 - $100,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2020 |
- Community Bank & Trust (formerly Communiy National Bank) | $50,001 - $100,000 | Joint | None (or less than $201) | Interest, | 2020 |
FGVMX FGVMX- Fidelity Advisor New Markets Income Fund Class A | $50,001 - $100,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2020 |
RSEGX RSEGX- Victory RS Small Cap Growth Fund Class A | $50,001 - $100,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2020 |
FSTAX FSTAX- Fidelity Advisor Strategic Income Fund Class A | $50,001 - $100,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2020 |
HISVX HISVX- Harbor Small Cap Value Fund Investor Class | $50,001 - $100,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2020 |
OIBIX OIBIX- Invesco Oppenheimer International Bond Fund Class | $50,001 - $100,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2020 |
- EQ/EQUITY 500 INDEX | $50,001 - $100,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2020 |
- MYSIX-Victory Trivalent International Sm-Cp Y | $15,001 - $50,000 | Joint | $201 - $1,000 | Excepted Investment Fund, | 2020 |
- HFMIX-Hartford MidCap I | $15,001 - $50,000 | Joint | $201 - $1,000 | Excepted Investment Fund, | 2020 |
BTMIX BTMIX- Baird Short-Term Municipal Bond Fund Institutional | $15,001 - $50,000 | Joint | None (or less than $201) | Excepted Investment Fund, | 2020 |
GSFTX GSFTX- Columbia Dividend Income Fund Institutional Class | $15,001 - $50,000 | Joint | $201 - $1,000 | Excepted Investment Fund, | 2020 |
HLEMX HLEMX- Harding Loevner Emerging Markets Portfolio Advisor | $15,001 - $50,000 | Joint | $201 - $1,000 | Excepted Investment Fund, | 2020 |
PRCOX PRCOX- T. Rowe Price U.S. Equity Research Fund | $15,001 - $50,000 | Joint | $201 - $1,000 | Excepted Investment Fund, | 2020 |
WIAEX WIAEX- Wasatch Small Cap Growth Fund Institutional Class | $15,001 - $50,000 | Joint | $1,001 - $2,500 | Excepted Investment Fund, | 2020 |
WFMIX WFMIX- Wells Fargo Special Mid Cap Value Fund - Class Ins | $15,001 - $50,000 | Joint | $201 - $1,000 | Excepted Investment Fund, | 2020 |
- AEPFX - American Funds Europacific Growth F2 | $15,001 - $50,000 | Joint | $201 - $1,000 | Excepted Investment Fund, | 2020 |
SUSYX SUSYX- SEI US Managed Volatility Y (SIMT) | $15,001 - $50,000 | Joint | $1,001 - $2,500 | Excepted Investment Fund, | 2020 |
- IGFFX-American Funds Intl Gr and Inc F2 | $15,001 - $50,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2020 |
- AXA MID CAP VALUE VOLAT | $15,001 - $50,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2020 |
PPSIX PPSIX- Principal Preferred Securities Inst | $15,001 - $50,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2020 |
PMDIX PMDIX- Principal Small-MidCap Dividend Inc Inst | $15,001 - $50,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2020 |
EPSYX EPSYX- Mainstay Epoch Global Equity Yield Fund Class I | $15,001 - $50,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2020 |
- FRIAX-Franklin Income Adv (NASDAQ) | $15,001 - $50,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2020 |
- SVAIX-Federated Strategic Value Dividend Instl (NASDAQ) | $15,001 - $50,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2020 |
- GSFTX-Columbia Dividend Income Z | $15,001 - $50,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2020 |
- HHDFX-Hamlin High Dividend Equity Instl | $15,001 - $50,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2020 |
VYM VYM- Vanguard High Dividend Yield ETF | $15,001 - $50,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2020 |
LUBAX LUBAX- Lord Abbett Ultra Short Bond Fund Class A | $15,001 - $50,000 | Joint | $201 - $1,000 | Excepted Investment Fund, | 2020 |
AMRMX AMRMX- American Funds American Mutual A | $15,001 - $50,000 | Spouse | $201 - $1,000 | Excepted Investment Fund, | 2020 |
MQGIX MQGIX- MFS International Growth I (NASDAQ) | $15,001 - $50,000 | Joint | $1,001 - $2,500 | Excepted Investment Fund, | 2020 |
PRINX PRINX- T. Rowe Price Summit Municipal Inc (NASDAQ) | $15,001 - $50,000 | Joint | $1,001 - $2,500 | Excepted Investment Fund, | 2020 |
- WFVIX - Wells Fargo International Value Inst | $15,001 - $50,000 | Joint | $201 - $1,000 | Excepted Investment Fund, | 2020 |
ARSIX ARSIX- ASTON/River Road Small Cap Value I (NASDAQ) | $15,001 - $50,000 | Joint | $201 - $1,000 | Excepted Investment Fund, | 2020 |
- AXA INTL VALUE VOLATILITY | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2020 |
ARIDX ARIDX- AMG River Road Dividend All Cap Value Fund Class I | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2020 |
IGFFX IGFFX- American Funds International Growth and Income Fun | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2020 |
PMDIX PMDIX- Principal Small-MidCap Dividend Income Fund Instit | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2020 |
SOPYX SOPYX- ClearBridge Dividend Strategy Fund Class I | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2020 |
- CISMX-Clarkston Partners Institutional | $1,001 - $15,000 | Joint | $201 - $1,000 | Excepted Investment Fund, | 2020 |
- Ohio National Life Insurance | $1,001 - $15,000 | Self | $201 - $1,000 | Dividends, | 2020 |
- New York Life Insurance | $1,001 - $15,000 | Self | $201 - $1,000 | Dividends, | 2020 |
- Conservative Income Portfolio | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2020 |
- Community Bank & Trust (formerly Communiy National Bank) | $1,001 - $15,000 | Joint | None (or less than $201) | Interest, | 2020 |
GSFTX GSFTX- Columbia Dividend Income Fund Institutional Class | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2020 |
FLMVX FLMVX- JPMorgan Mid Cap Value Instl (NASDAQ) | $1,001 - $15,000 | Joint | None (or less than $201) | Excepted Investment Fund, | 2020 |
- Farmer's Cooperative Co. | $1,001 - $15,000 | Joint | $2,501 - $5,000 | Dividends, | 2020 |
- RAYMOND JAMES BANK DEPOSIT PROGRAM | $1,001 - $15,000 | Joint | None (or less than $201) | Interest, | 2020 |
- Conservative Income Portfolio | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2020 |
- RAYMOND JAMES BANK DEPOSIT PROGRAM | $1,001 - $15,000 | Self | None (or less than $201) | Interest, | 2020 |
- NEA-Nuveen AMT-Free Quality Municipal Income Fund | $1,001 - $15,000 | Joint | None (or less than $201) | Excepted Investment Fund, | 2020 |
- EQ/CORE BOND INDEX | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2020 |
- Ohio National Life Insurance | $1,001 - $15,000 | Self | $201 - $1,000 | Dividends, | 2020 |
- Metlife Insurance Company | $1,001 - $15,000 | Spouse | None (or less than $201) | Interest, | 2020 |
- Property Sale - 2 acre Farmstead | $1,001 - $15,000 | Joint | $201 - $1,000 | Interest, | 2020 |
TSQIX TSQIX- AMG TimesSquare Small Cap Growth Fund Class I | None (or less than $1,001) | Joint | None (or less than $201) | Excepted Investment Fund, | 2020 |
JLPSX JLPSX- JPMorgan US Large Cap Core Plus Select (NASDAQ) | None (or less than $1,001) | Joint | $5,001 - $15,000 | Excepted Investment Fund, | 2020 |
LZEMX LZEMX- Lazard Emerging Markets Equity Instl | None (or less than $1,001) | Joint | None (or less than $201) | Excepted Investment Fund, | 2020 |
AQMIX AQMIX- AQR Managed Futures Strategy Fund Class I | None (or less than $1,001) | Joint | None (or less than $201) | Excepted Investment Fund, | 2020 |
- TSCPX-AMG TimesSquare Small Cap Growth N | None (or less than $1,001) | Joint | None (or less than $201) | Dividends, Excepted Investment Fund, | 2020 |
- RAYMOND JAMES BANK DEPOSIT PROGRAM | None (or less than $1,001) | Spouse | None (or less than $201) | Interest, | 2020 |
- Grandchildren 529 Account | Self | 2020 | |||
- Barbara Grassley RJ Account | Spouse | 2020 | |||
- GRASSLEY CAPITAL ACCESS JOINT | Joint | 2020 | |||
- GRASSLEY FREEDOM | Joint | 2020 | |||
- CHUCK SEP IRA | Self | 2020 | |||
- Grandchildren 529 College Savings | Spouse | 2020 | |||
- BARBARA IRA RJ | Spouse | 2020 | |||
- AXA EQUITABLE LIFE INS ACCUMULATOR | Self | 2020 | |||
- CCH Holdco, Inc. 401k Plan - Managed by Fidelity Investments | Spouse | 2020 | |||
- Charles Grassley IRA | Self | 2020 | |||
- Farm Land-All located in Butler County, Iowa, Beaver Township | $100,001 - $250,000 | Joint | Other $0.01 | Other, (Grain Sales) | 2019 |
MAVVX MAVVX- FDP BlackRock Equity Dividend Fund Institutional S | $100,001 - $250,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2019 |
- FID 500 INDEX | $100,001 - $250,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2019 |
- Farm Land-All located in Butler County, Iowa, Beaver Township | $100,001 - $250,000 | Joint | Other $0.01 | Other, (Grain Sales) | 2019 |
- Farm Land-All located in Butler County, Iowa, Beaver Township | $100,001 - $250,000 | Joint | Other $0.01 | Other, (Grain Sales) | 2019 |
- Farm Land-all located in Butler County, Iowa, Beaver Township | $100,001 - $250,000 | Joint | $100,001 - $1,000,000Other $104,879.00 | Other, (Grain Sales) | 2019 |
- Farm Land-All Located in Butler County, Iowa, Beaver Township | $100,001 - $250,000 | Joint | Other $0.01 | Other, (Grain Sales) | 2019 |
- Farm Land-All located in Butler County, Iowa, Beaver Township | $100,001 - $250,000 | Joint | Other $0.01 | Other, (Other) | 2019 |
LZEMX LZEMX- Lazard Emerging Markets Equity Portfolio Instituti | $50,001 - $100,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2019 |
- RAYMOND JAMES BANK DEPOSIT PROGRAM | $50,001 - $100,000 | Joint | None (or less than $201) | Interest, | 2019 |
- Farm Land-all located in Butler County, Iowa, Beaver Township | $50,001 - $100,000 | Joint | None (or less than $201)Other $0.01 | Other, (Grain sales ) | 2019 |
COAVX COAVX- Columbia Overseas Value Fund Class A | $50,001 - $100,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2019 |
- Farm Land-All Located in Butler County, Iowa, Beaver Township | $50,001 - $100,000 | Joint | Other $0.01 | Other, (Grain Sales) | 2019 |
- CAIFX-American Funds Capital Inc Bldr F2 (NASDAQ) | $50,001 - $100,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2019 |
- Moderate Growth Aged Based 19 and Older Money Market | $50,001 - $100,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2019 |
- ARIDX-ASTON/River Road Dividend All Cap Val I (NASDAQ) | $50,001 - $100,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2019 |
- OIBIX-Oppenheimer International Bond I (NASDAQ) | $50,001 - $100,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2019 |
- BIICX-BlackRock Multi-Asset Income Instl | $50,001 - $100,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2019 |
- VRS Small Cap Grth A | $50,001 - $100,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2019 |
- GSFTX-Columbia Dividend Income Z | $50,001 - $100,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2019 |
- FA Intl Discovery A | $50,001 - $100,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2019 |
EPSYX EPSYX- Mainstay Epoch Global Equity Yield Fund Class I | $50,001 - $100,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2019 |
PMDIX PMDIX- Principal Small-MidCap Dividend Inc Inst | $50,001 - $100,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2019 |
OPMYX OPMYX- Oppenheimer Main Street Mid Cap Fund Class Y | $50,001 - $100,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2019 |
PPSIX PPSIX- Principal Preferred Securities Inst | $50,001 - $100,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2019 |
HISVX HISVX- Harbor Small Cap Value Fund Investor Class | $50,001 - $100,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2019 |
- Moderate Growth Aged Based 19 and Older Money Market | $50,001 - $100,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2019 |
- FA Strat Income A | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2019 |
AMRMX AMRMX- American Funds American Mutual A | $15,001 - $50,000 | Spouse | $201 - $1,000 | Excepted Investment Fund, | 2019 |
- EQ/EQUITY 500 INDEX | $15,001 - $50,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2019 |
- AXA MID CAP VALUE VOLAT | $15,001 - $50,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2019 |
VYM VYM- Vanguard High Dividend Yield ETF | $15,001 - $50,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2019 |
- HHDFX-Hamlin High Dividend Equity Instl | $15,001 - $50,000 | Self | None (or less than $201) | Dividends, | 2019 |
- IGFFX-American Funds Intl Gr and Inc F2 | $15,001 - $50,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2019 |
- FRIAX-Franklin Income Adv (NASDAQ) | $15,001 - $50,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2019 |
TSQIX TSQIX- AMG TimesSquare Small Cap Growth Fund Class I | $15,001 - $50,000 | Joint | $201 - $1,000 | Excepted Investment Fund, | 2019 |
- SVAIX-Federated Strategic Value Dividend Instl (NASDAQ) | $15,001 - $50,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2019 |
- AEPFX - American Funds Europacific Growth F2 | $15,001 - $50,000 | Joint | $201 - $1,000 | Excepted Investment Fund, | 2019 |
- WFVIX - Wells Fargo International Value Inst | $15,001 - $50,000 | Joint | $201 - $1,000 | Excepted Investment Fund, | 2019 |
JVLIX JVLIX- JHancock Disciplined Value I (NASDAQ) | $15,001 - $50,000 | Joint | $201 - $1,000 | Excepted Investment Fund, | 2019 |
JLPSX JLPSX- JPMorgan US Large Cap Core Plus Select (NASDAQ) | $15,001 - $50,000 | Joint | $201 - $1,000 | Excepted Investment Fund, | 2019 |
MQGIX MQGIX- MFS International Growth I (NASDAQ) | $15,001 - $50,000 | Joint | $201 - $1,000 | Excepted Investment Fund, | 2019 |
MRFIX MRFIX- MFS Research Fund Class I | $15,001 - $50,000 | Joint | $201 - $1,000 | Excepted Investment Fund, | 2019 |
PRINX PRINX- T. Rowe Price Summit Municipal Inc (NASDAQ) | $15,001 - $50,000 | Joint | $1,001 - $2,500 | Excepted Investment Fund, | 2019 |
SUSYX SUSYX- SEI US Managed Volatility Y (SIMT) | $15,001 - $50,000 | Joint | $201 - $1,000 | Excepted Investment Fund, | 2019 |
AQMIX AQMIX- AQR Managed Futures Strategy Fund Class I | $15,001 - $50,000 | Joint | None (or less than $201) | Excepted Investment Fund, | 2019 |
- ALTVX-AllianceBern Muni Income Natl Adv (NASDAQ) | $15,001 - $50,000 | Joint | $1,001 - $2,500 | Excepted Investment Fund, | 2019 |
- BIAGX-Brown Advisory Growth Equity Inv (NASDAQ) | $15,001 - $50,000 | Joint | None (or less than $201) | Excepted Investment Fund, | 2019 |
LZEMX LZEMX- Lazard Emerging Markets Equity Instl | $15,001 - $50,000 | Joint | $201 - $1,000 | Excepted Investment Fund, | 2019 |
- FA NEW MARKETS INC A | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2019 |
- HFMIX-Hartford MidCap I | $1,001 - $15,000 | Joint | None (or less than $201) | Excepted Investment Fund, | 2019 |
SOPYX SOPYX- ClearBridge Dividend Strategy Fund Class I | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2019 |
- Conservative Income Portfolio | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2019 |
- Conservative Income Portfolio | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2019 |
- Property Sale-2 acre Farmstead | $1,001 - $15,000 | Joint | $201 - $1,000 | Interest, | 2019 |
- New York Life Insurance | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, | 2019 |
- Ohio National Life Insurance | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, | 2019 |
- Community Bank & Trust (formerly Communiy National Bank) | $1,001 - $15,000 | Joint | None (or less than $201) | Interest, | 2019 |
- Community Bank & Trust (formerly Communiy National Bank) | $1,001 - $15,000 | Joint | None (or less than $201) | Interest, | 2019 |
ARIDX ARIDX- AMG River Road Dividend All Cap Value Fund Class I | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2019 |
GSFTX GSFTX- Columbia Dividend Income Fund Institutional Class | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2019 |
IGFFX IGFFX- American Funds International Growth and Income Fun | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2019 |
PMDIX PMDIX- Principal Small-MidCap Dividend Income Fund Instit | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2019 |
- Farmer's Cooperative Co. | $1,001 - $15,000 | Joint | $201 - $1,000 | Dividends, | 2019 |
FLMVX FLMVX- JPMorgan Mid Cap Value Instl (NASDAQ) | $1,001 - $15,000 | Joint | None (or less than $201) | Excepted Investment Fund, | 2019 |
- RAYMOND JAMES BANK DEPOSIT PROGRAM | $1,001 - $15,000 | Joint | None (or less than $201) | Interest, | 2019 |
ARSIX ARSIX- ASTON/River Road Small Cap Value I (NASDAQ) | $1,001 - $15,000 | Joint | None (or less than $201) | Excepted Investment Fund, | 2019 |
- CISMX-Clarkston Partners Institutional | $1,001 - $15,000 | Joint | None (or less than $201) | Excepted Investment Fund, | 2019 |
- MYSIX-Victory Trivalent International Sm-Cp Y | $1,001 - $15,000 | Joint | None (or less than $201) | Excepted Investment Fund, | 2019 |
- RAYMOND JAMES BANK DEPOSIT PROGRAM | $1,001 - $15,000 | Self | None (or less than $201) | Interest, | 2019 |
- NEA-Nuveen AMT-Free Quality Municipal Income Fund | $1,001 - $15,000 | Joint | None (or less than $201) | Excepted Investment Fund, | 2019 |
- AXA INTL VALUE VOLATILITY | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2019 |
- EQ/CORE BOND INDEX | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2019 |
- New York Life Insurance | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, | 2019 |
- Ohio National Life Insurance | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, | 2019 |
- JPM US Small Cp A | None (or less than $1,001) | Spouse | None (or less than $201) | Excepted Investment Fund, | 2019 |
- FA Emerg Mkt Inc A | None (or less than $1,001) | Spouse | None (or less than $201) | Excepted Investment Fund, | 2019 |
- FID 500 INDEX PR | None (or less than $1,001) | Spouse | None (or less than $201) | Excepted Investment Fund, | 2019 |
- RAYMOND JAMES BANK DEPOSIT PROGRAM | None (or less than $1,001) | Spouse | None (or less than $201) | Interest, | 2019 |
- TSCPX-AMG TimesSquare Small Cap Growth N | None (or less than $1,001) | Joint | None (or less than $201) | Dividends, Excepted Investment Fund, | 2019 |
- BARBARA IRA RJ | Spouse | 2019 | |||
- Grandchildren 529 College Savings | Spouse | 2019 | |||
- CCH Holdco, Inc. 401k Plan - Managed by Fidelity Investments | Spouse | 2019 | |||
- GRASSLEY FREEDOM | Joint | 2019 | |||
- Barbara Grassley RJ Account | Spouse | 2019 | |||
- AXA EQUITABLE LIFE INS ACCUMULATOR | Self | 2019 | |||
- GRASSLEY CAPITAL ACCESS JOINT | Joint | 2019 | |||
- CHUCK SEP IRA | Self | 2019 | |||
- Grandchildren 529 Account | Self | 2019 | |||
- Farm Land-All Located in Butler County, Iowa, Beaver Township | $100,001 - $250,000 | Joint | Other $0.01 | Other, (Grain Sales) | 2018 |
- Farm Land-All located in Butler County, Iowa, Beaver Township | $100,001 - $250,000 | Joint | Other $0.01 | Other, (Grain Sales) | 2018 |
- Farm Land-All located in Butler County, Iowa, Beaver Township | $100,001 - $250,000 | Joint | Other $0.01 | Other, (Grain Sales) | 2018 |
- Farm Land-all located in Butler County, Iowa, Beaver Township | $100,001 - $250,000 | Joint | $100,001 - $1,000,000Other $104,879.00 | Other, (Grain Sales) | 2018 |
- Farm Land-All located in Butler County, Iowa, Beaver Township | $100,001 - $250,000 | Joint | Other $0.01 | Other, (Other) | 2018 |
- Farm Land-All located in Butler County, Iowa, Beaver Township | $100,001 - $250,000 | Joint | Other $0.01 | Other, (Grain Sales) | 2018 |
- Opphmr MS Mid Cap Y | $100,001 - $250,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2018 |
- FID 500 INDEX PR | $100,001 - $250,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2018 |
- Farm Land-All located in Butler County, Iowa, Beaver Township | $100,001 - $250,000 | Joint | Other $0.01 | Other, (Grain Sales) | 2018 |
- Farm Land-all located in Butler County, Iowa, Beaver Township | $100,001 - $250,000 | Joint | $100,001 - $1,000,000Other $104,879.00 | Other, (Grain Sales) | 2018 |
- Farm Land-All Located in Butler County, Iowa, Beaver Township | $100,001 - $250,000 | Joint | Other $0.01 | Other, (Grain Sales) | 2018 |
- LZD EMG Mkt Eq BL IS | $100,001 - $250,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2018 |
- FA Intl Discovery A | $100,001 - $250,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2018 |
- Farm Land-All located in Butler County, Iowa, Beaver Township | $100,001 - $250,000 | Joint | Other $0.01 | Other, (Grain Sales) | 2018 |
- Opphmr MS Mid Cap Y | $100,001 - $250,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2018 |
- FID 500 INDEX PR | $100,001 - $250,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2018 |
- Black Rock Equity Div I | $100,001 - $250,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2018 |
- Black Rock Equity Div I | $100,001 - $250,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2018 |
- Farm Land-All located in Butler County, Iowa, Beaver Township | $100,001 - $250,000 | Joint | Other $0.01 | Other, (Grain Sales) | 2018 |
- LZD EMG Mkt Eq BL IS | $100,001 - $250,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2018 |
- Farm Land-All located in Butler County, Iowa, Beaver Township | $100,001 - $250,000 | Joint | Other $0.01 | Other, (Other) | 2018 |
- FA Intl Discovery A | $100,001 - $250,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2018 |
- Templeton Foreign A | $50,001 - $100,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2018 |
- JPM US Small Cp A | $50,001 - $100,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2018 |
PMDIX PMDIX- Principal Small-MidCap Dividend Inc Inst | $50,001 - $100,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2018 |
- GSFTX-Columbia Dividend Income Z | $50,001 - $100,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2018 |
- Farm Land-all located in Butler County, Iowa, Beaver Township | $50,001 - $100,000 | Joint | None (or less than $201)Other $0.01 | Other, (Grain sales ) | 2018 |
- Farm Land-All Located in Butler County, Iowa, Beaver Township | $50,001 - $100,000 | Joint | Other $0.01 | Other, (Grain Sales) | 2018 |
- EPSPX-MainStay Epoch Global Equity Yield A (NASDAQ) | $50,001 - $100,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2018 |
- Moderate Growth Aged Based 19 and Older Money Market | $50,001 - $100,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2018 |
- FRIAX-Franklin Income Adv (NASDAQ) | $50,001 - $100,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2018 |
- ARIDX-ASTON/River Road Dividend All Cap Val I (NASDAQ) | $50,001 - $100,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2018 |
- OIBIX-Oppenheimer International Bond I (NASDAQ) | $50,001 - $100,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2018 |
- FA Emerg Mkt Inc A | $50,001 - $100,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2018 |
- Templeton Foreign A | $50,001 - $100,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2018 |
- JPM US Small Cp A | $50,001 - $100,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2018 |
- IGFFX-American Funds Intl Gr and Inc F2 | $50,001 - $100,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2018 |
- Moderate Growth Aged Based 19 and Older Money Market | $50,001 - $100,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2018 |
- VRS Small Cap Grth A | $50,001 - $100,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2018 |
- Moderate Growth Aged Based 19 and Older Money Market | $50,001 - $100,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2018 |
- CAIFX-American Funds Capital Inc Bldr F2 (NASDAQ) | $50,001 - $100,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2018 |
- EQ/EQUITY 500 INDEX | $50,001 - $100,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2018 |
- ARIDX-ASTON/River Road Dividend All Cap Val I (NASDAQ) | $50,001 - $100,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2018 |
PPSIX PPSIX- Principal Preferred Securities Inst | $50,001 - $100,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2018 |
- IGFFX-American Funds Intl Gr and Inc F2 | $50,001 - $100,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2018 |
- GSFTX-Columbia Dividend Income Z | $50,001 - $100,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2018 |
- Moderate Growth Aged Based 19 and Older Money Market | $50,001 - $100,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2018 |
- RAYMOND JAMES BANK DEPOSIT PROGRAM | $50,001 - $100,000 | Joint | None (or less than $201) | Interest, | 2018 |
- OIBIX-Oppenheimer International Bond I (NASDAQ) | $50,001 - $100,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2018 |
- FRIAX-Franklin Income Adv (NASDAQ) | $50,001 - $100,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2018 |
- EQ/EQUITY 500 INDEX | $50,001 - $100,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2018 |
- Farm Land-All Located in Butler County, Iowa, Beaver Township | $50,001 - $100,000 | Joint | Other $0.01 | Other, (Grain Sales) | 2018 |
- EPSPX-MainStay Epoch Global Equity Yield A (NASDAQ) | $50,001 - $100,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2018 |
- RAYMOND JAMES BANK DEPOSIT PROGRAM | $50,001 - $100,000 | Joint | None (or less than $201) | Interest, | 2018 |
- Farm Land-all located in Butler County, Iowa, Beaver Township | $50,001 - $100,000 | Joint | None (or less than $201)Other $0.01 | Other, (Grain sales ) | 2018 |
PMDIX PMDIX- Principal Small-MidCap Dividend Inc Inst | $50,001 - $100,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2018 |
PPSIX PPSIX- Principal Preferred Securities Inst | $50,001 - $100,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2018 |
- VRS Small Cap Grth A | $50,001 - $100,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2018 |
- CAIFX-American Funds Capital Inc Bldr F2 (NASDAQ) | $50,001 - $100,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2018 |
- FA Emerg Mkt Inc A | $50,001 - $100,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2018 |
AQMNX AQMNX- AQR Managed Futures Strategy N (NASDAQ) | $15,001 - $50,000 | Joint | None (or less than $201) | Excepted Investment Fund, | 2018 |
- SVAIX-Federated Strategic Value Dividend Instl (NASDAQ) | $15,001 - $50,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2018 |
ARSIX ARSIX- ASTON/River Road Small Cap Value I (NASDAQ) | $15,001 - $50,000 | Joint | None (or less than $201) | Excepted Investment Fund, | 2018 |
MFRFX MFRFX- MFS Research A (NASDAQ) | $15,001 - $50,000 | Joint | $201 - $1,000 | Excepted Investment Fund, | 2018 |
PRINX PRINX- T. Rowe Price Summit Municipal Inc (NASDAQ) | $15,001 - $50,000 | Joint | $1,001 - $2,500 | Excepted Investment Fund, | 2018 |
- FA Strat Income A | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2018 |
- ALTVX-AllianceBern Muni Income Natl Adv (NASDAQ) | $15,001 - $50,000 | Joint | $1,001 - $2,500 | Excepted Investment Fund, | 2018 |
- BIAGX-Brown Advisory Growth Equity Inv (NASDAQ) | $15,001 - $50,000 | Joint | None (or less than $201) | Excepted Investment Fund, | 2018 |
- AEPFX - American Funds Europacific Growth F2 | $15,001 - $50,000 | Joint | $201 - $1,000 | Excepted Investment Fund, | 2018 |
JVLIX JVLIX- JHancock Disciplined Value I (NASDAQ) | $15,001 - $50,000 | Joint | $201 - $1,000 | Excepted Investment Fund, | 2018 |
JLPSX JLPSX- JPMorgan US Large Cap Core Plus Select (NASDAQ) | $15,001 - $50,000 | Joint | None (or less than $201) | Excepted Investment Fund, | 2018 |
MQGIX MQGIX- MFS International Growth I (NASDAQ) | $15,001 - $50,000 | Joint | None (or less than $201) | Excepted Investment Fund, | 2018 |
- WFVIX - Wells Fargo International Value Inst | $15,001 - $50,000 | Joint | $201 - $1,000 | Excepted Investment Fund, | 2018 |
- RRGAX-Deutsche Global Real Estate Secs A (NASDAQ) | $15,001 - $50,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2018 |
LZEMX LZEMX- Lazard Emerging Markets Equity Instl | $15,001 - $50,000 | Joint | $201 - $1,000 | Excepted Investment Fund, | 2018 |
- MYSIX-Victory Trivalent International Sm-Cp Y | $15,001 - $50,000 | Joint | None (or less than $201) | Excepted Investment Fund, | 2018 |
- HFMIX-Hartford MidCap I | $15,001 - $50,000 | Joint | None (or less than $201) | Excepted Investment Fund, | 2018 |
SUSYX SUSYX- SEI US Managed Volatility Y (SIMT) | $15,001 - $50,000 | Joint | $201 - $1,000 | Excepted Investment Fund, | 2018 |
- RRGAX-Deutsche Global Real Estate Secs A (NASDAQ) | $15,001 - $50,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2018 |
- SVAIX-Federated Strategic Value Dividend Instl (NASDAQ) | $15,001 - $50,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2018 |
AMRMX AMRMX- American Funds American Mutual A | $15,001 - $50,000 | Spouse | $201 - $1,000 | Excepted Investment Fund, | 2018 |
- AXA MID CAP VALUE VOLAT | $15,001 - $50,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2018 |
- BIICX-BlackRock Multi-Asset Income Instl | $15,001 - $50,000 | Self | None (or less than $201) | Dividends, Interest, | 2018 |
VYM VYM- Vanguard High Dividend Yield ETF | $15,001 - $50,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2018 |
- AXA INTL VALUE VOLATILITY | $15,001 - $50,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2018 |
- AXA MID CAP VALUE VOLAT | $15,001 - $50,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2018 |
AMRMX AMRMX- American Funds American Mutual A | $15,001 - $50,000 | Spouse | $201 - $1,000 | Excepted Investment Fund, | 2018 |
- AXA INTL VALUE VOLATILITY | $15,001 - $50,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2018 |
VYM VYM- Vanguard High Dividend Yield ETF | $15,001 - $50,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2018 |
- BIICX-BlackRock Multi-Asset Income Instl | $15,001 - $50,000 | Self | None (or less than $201) | Dividends, Interest, | 2018 |
- HHDFX-Hamlin High Dividend Equity Instl | $15,001 - $50,000 | Self | None (or less than $201) | Dividends, | 2018 |
- FA Strat Income A | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2018 |
- ALTVX-AllianceBern Muni Income Natl Adv (NASDAQ) | $15,001 - $50,000 | Joint | $1,001 - $2,500 | Excepted Investment Fund, | 2018 |
- BIAGX-Brown Advisory Growth Equity Inv (NASDAQ) | $15,001 - $50,000 | Joint | None (or less than $201) | Excepted Investment Fund, | 2018 |
- AEPFX - American Funds Europacific Growth F2 | $15,001 - $50,000 | Joint | $201 - $1,000 | Excepted Investment Fund, | 2018 |
JVLIX JVLIX- JHancock Disciplined Value I (NASDAQ) | $15,001 - $50,000 | Joint | $201 - $1,000 | Excepted Investment Fund, | 2018 |
JLPSX JLPSX- JPMorgan US Large Cap Core Plus Select (NASDAQ) | $15,001 - $50,000 | Joint | None (or less than $201) | Excepted Investment Fund, | 2018 |
MQGIX MQGIX- MFS International Growth I (NASDAQ) | $15,001 - $50,000 | Joint | None (or less than $201) | Excepted Investment Fund, | 2018 |
MFRFX MFRFX- MFS Research A (NASDAQ) | $15,001 - $50,000 | Joint | $201 - $1,000 | Excepted Investment Fund, | 2018 |
PRINX PRINX- T. Rowe Price Summit Municipal Inc (NASDAQ) | $15,001 - $50,000 | Joint | $1,001 - $2,500 | Excepted Investment Fund, | 2018 |
- WFVIX - Wells Fargo International Value Inst | $15,001 - $50,000 | Joint | $201 - $1,000 | Excepted Investment Fund, | 2018 |
AQMNX AQMNX- AQR Managed Futures Strategy N (NASDAQ) | $15,001 - $50,000 | Joint | None (or less than $201) | Excepted Investment Fund, | 2018 |
ARSIX ARSIX- ASTON/River Road Small Cap Value I (NASDAQ) | $15,001 - $50,000 | Joint | None (or less than $201) | Excepted Investment Fund, | 2018 |
LZEMX LZEMX- Lazard Emerging Markets Equity Instl | $15,001 - $50,000 | Joint | $201 - $1,000 | Excepted Investment Fund, | 2018 |
- MYSIX-Victory Trivalent International Sm-Cp Y | $15,001 - $50,000 | Joint | None (or less than $201) | Excepted Investment Fund, | 2018 |
- HFMIX-Hartford MidCap I | $15,001 - $50,000 | Joint | None (or less than $201) | Excepted Investment Fund, | 2018 |
SUSYX SUSYX- SEI US Managed Volatility Y (SIMT) | $15,001 - $50,000 | Joint | $201 - $1,000 | Excepted Investment Fund, | 2018 |
- Ohio National Life Insurance | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, | 2018 |
- CISMX-Clarkston Partners Institutional | $1,001 - $15,000 | Joint | None (or less than $201) | Excepted Investment Fund, | 2018 |
- RAYMOND JAMES BANK DEPOSIT PROGRAM | $1,001 - $15,000 | Joint | None (or less than $201) | Interest, | 2018 |
- Conservative Income Portfolio | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2018 |
FLMVX FLMVX- JPMorgan Mid Cap Value Instl (NASDAQ) | $1,001 - $15,000 | Joint | None (or less than $201) | Excepted Investment Fund, | 2018 |
- Property Sale-2 acre Farmstead | $1,001 - $15,000 | Joint | $201 - $1,000 | Interest, | 2018 |
- Conservative Income Portfolio | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2018 |
- Farmer's Cooperative Co. | $1,001 - $15,000 | Joint | $201 - $1,000 | Dividends, | 2018 |
- IDITX-Transamerica Flexible Income A (NASDAQ) | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2018 |
- TSCPX-AMG TimesSquare Small Cap Growth N | $1,001 - $15,000 | Joint | None (or less than $201) | Dividends, Excepted Investment Fund, | 2018 |
CHTRX CHTRX- Invesco Charter A (NASDAQ) | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2018 |
- Community Bank & Trust (formerly Communiy National Bank) | $1,001 - $15,000 | Joint | None (or less than $201) | Interest, | 2018 |
- Community Bank & Trust (formerly Communiy National Bank) | $1,001 - $15,000 | Joint | None (or less than $201) | Interest, | 2018 |
CHTRX CHTRX- Invesco Charter A (NASDAQ) | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2018 |
- IDITX-Transamerica Flexible Income A (NASDAQ) | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2018 |
- Community Bank & Trust (formerly Communiy National Bank) | $1,001 - $15,000 | Joint | None (or less than $201) | Interest, | 2018 |
- Community Bank & Trust (formerly Communiy National Bank) | $1,001 - $15,000 | Joint | None (or less than $201) | Interest, | 2018 |
- RAYMOND JAMES BANK DEPOSIT PROGRAM | $1,001 - $15,000 | Joint | None (or less than $201) | Interest, | 2018 |
- RAYMOND JAMES BANK DEPOSIT PROGRAM | $1,001 - $15,000 | Self | None (or less than $201) | Interest, | 2018 |
- CISMX-Clarkston Partners Institutional | $1,001 - $15,000 | Joint | None (or less than $201) | Excepted Investment Fund, | 2018 |
FLMVX FLMVX- JPMorgan Mid Cap Value Instl (NASDAQ) | $1,001 - $15,000 | Joint | None (or less than $201) | Excepted Investment Fund, | 2018 |
- TSCPX-AMG TimesSquare Small Cap Growth N | $1,001 - $15,000 | Joint | None (or less than $201) | Dividends, Excepted Investment Fund, | 2018 |
- Farmer's Cooperative Co. | $1,001 - $15,000 | Joint | $201 - $1,000 | Dividends, | 2018 |
- NEA-Nuveen AMT-Free Quality Municipal Income Fund | $1,001 - $15,000 | Joint | None (or less than $201) | Excepted Investment Fund, | 2018 |
- Ohio National Life Insurance | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, | 2018 |
- New York Life Insurance | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, | 2018 |
- EQ/CORE BOND INDEX | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2018 |
- NEA-Nuveen AMT-Free Quality Municipal Income Fund | $1,001 - $15,000 | Joint | None (or less than $201) | Excepted Investment Fund, | 2018 |
- EQ/CORE BOND INDEX | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2018 |
- RAYMOND JAMES BANK DEPOSIT PROGRAM | $1,001 - $15,000 | Self | None (or less than $201) | Interest, | 2018 |
- New York Life Insurance | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, | 2018 |
- Conservative Income Portfolio | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2018 |
- Ohio National Life Insurance | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, | 2018 |
- New York Life Insurance | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, | 2018 |
- Conservative Income Portfolio | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2018 |
- Property Sale-2 acre Farmstead | $1,001 - $15,000 | Joint | $201 - $1,000 | Interest, | 2018 |
- New York Life Insurance | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, | 2018 |
- Ohio National Life Insurance | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, | 2018 |
- MMUFX-MFS Utilities A (NASDAQ) | None (or less than $1,001) | Self | None (or less than $201) | Excepted Investment Fund, | 2018 |
- MMUFX-MFS Utilities A (NASDAQ) | None (or less than $1,001) | Self | None (or less than $201) | Excepted Investment Fund, | 2018 |
- RAYMOND JAMES BANK DEPOSIT PROGRAM | None (or less than $1,001) | Spouse | None (or less than $201) | Interest, | 2018 |
- BDJ-Blackrock Enhanced Equity Divid (NYSE) | None (or less than $1,001) | Spouse | None (or less than $201) | Excepted Investment Fund, | 2018 |
- HHDFX-Hamlin High Dividend Equity Instl | None (or less than $1,001) | Self | None (or less than $201) | Dividends, | 2018 |
- BDJ-Blackrock Enhanced Equity Divid (NYSE) | None (or less than $1,001) | Spouse | None (or less than $201) | Excepted Investment Fund, | 2018 |
- RAYMOND JAMES BANK DEPOSIT PROGRAM | None (or less than $1,001) | Spouse | None (or less than $201) | Interest, | 2018 |
- CHUCK SEP IRA | Self | 2018 | |||
- CCH Holdco, Inc. 401k Plan - Managed by Fidelity Investments | Spouse | 2018 | |||
- Grandchildren 529 College Savings | Spouse | 2018 | |||
- GRASSLEY CAPITAL ACCESS JOINT | Joint | 2018 | |||
- Grandchildren 529 Account | Self | 2018 | |||
- BARBARA IRA RJ | Spouse | 2018 | |||
- Barbara Grassley RJ Account | Spouse | 2018 | |||
- GRASSLEY FREEDOM | Joint | 2018 | |||
- BARBARA IRA RJ | Spouse | 2018 | |||
- GRASSLEY CAPITAL ACCESS JOINT | Joint | 2018 | |||
- Grandchildren 529 College Savings | Spouse | 2018 | |||
- Grandchildren 529 Account | Self | 2018 | |||
- Barbara Grassley RJ Account | Spouse | 2018 | |||
- AXA EQUITABLE LIFE INS ACCUMULATOR | Self | 2018 | |||
- CCH Holdco, Inc. 401k Plan - Managed by Fidelity Investments | Spouse | 2018 | |||
- CHUCK SEP IRA | Self | 2018 | |||
- GRASSLEY FREEDOM | Joint | 2018 | |||
- AXA EQUITABLE LIFE INS ACCUMULATOR | Self | 2018 | |||
- Sptn 500 Index ADV | $100,001 - $250,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2017 |
- Farm Land-All located in Butler County, Iowa, Beaver Township | $100,001 - $250,000 | Joint | Other $0.01 | Other, (Grain Sales) | 2017 |
- Farm Land-all located in Butler County, Iowa, Beaver Township | $100,001 - $250,000 | Joint | $100,001 - $1,000,000Other $119,229.00 | Other, (Grain Sales) | 2017 |
- Farm Land-All located in Butler County, Iowa, Beaver Township | $100,001 - $250,000 | Joint | Other $0.01 | Other, (Other) | 2017 |
- Farm Land-All Located in Butler County, Iowa, Beaver Township | $100,001 - $250,000 | Joint | Other $0.01 | Other, (Grain Sales) | 2017 |
- Farm Land-All located in Butler County, Iowa, Beaver Township | $100,001 - $250,000 | Joint | Other $0.01 | Other, (Grain Sales) | 2017 |
- Farm Land-All located in Butler County, Iowa, Beaver Township | $100,001 - $250,000 | Joint | Other $0.01 | Other, (Grain Sales) | 2017 |
JDEZX JDEZX- Prudential Jennison Equity Income Z (NASDAQ) | $50,001 - $100,000 | Self | $1,001 - $2,500 | Excepted Investment Fund, | 2017 |
- FA Intl Discovery A | $50,001 - $100,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2017 |
- Opphmr MS Mid Cap Y | $50,001 - $100,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2017 |
- Moderate Growth Aged Based 19 and Older Money Market | $50,001 - $100,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2017 |
FRIAX FRIAX- Franklin Income Adv (NASDAQ) | $50,001 - $100,000 | Self | $2,501 - $5,000 | Excepted Investment Fund, | 2017 |
- Farm Land-all located in Butler County, Iowa, Beaver Township | $50,001 - $100,000 | Joint | None (or less than $201)Other $0.01 | Other, (Grain sales ) | 2017 |
- Farm Land-All Located in Butler County, Iowa, Beaver Township | $50,001 - $100,000 | Joint | Other $0.01 | Other, (Grain Sales) | 2017 |
- Black Rock Equity Div I | $50,001 - $100,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2017 |
EPSPX EPSPX- MainStay Epoch Global Equity Yield A (NASDAQ) | $50,001 - $100,000 | Self | $1,001 - $2,500 | Excepted Investment Fund, | 2017 |
PMDPX PMDPX- Principal Small-MidCap Dividend Inc P (NASDAQ) | $50,001 - $100,000 | Self | $1,001 - $2,500 | Excepted Investment Fund, | 2017 |
CAIFX CAIFX- American Funds Capital Inc Bldr F2 (NASDAQ) | $50,001 - $100,000 | Self | $1,001 - $2,500 | Excepted Investment Fund, | 2017 |
ARIDX ARIDX- ASTON/River Road Dividend All Cap Val I (NASDAQ) | $50,001 - $100,000 | Self | $1,001 - $2,500 | Excepted Investment Fund, | 2017 |
- Moderate Growth Aged Based 19 and Older Money Market | $50,001 - $100,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2017 |
OIBIX OIBIX- Oppenheimer International Bond I (NASDAQ) | $50,001 - $100,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2017 |
- Templeton Foreign A | $50,001 - $100,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2017 |
- LZD EMG Mkt Eq BL IS | $50,001 - $100,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2017 |
- FA Emerg Mkt Inc A | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2017 |
- FA Strat Income A | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2017 |
ALTVX ALTVX- AllianceBern Muni Income Natl Adv (NASDAQ) | $15,001 - $50,000 | Joint | $201 - $1,000 | Excepted Investment Fund, | 2017 |
BIAGX BIAGX- Brown Advisory Growth Equity Inv (NASDAQ) | $15,001 - $50,000 | Joint | None (or less than $201) | Excepted Investment Fund, | 2017 |
RRGAX RRGAX- Deutsche Global Real Estate Secs A (NASDAQ) | $15,001 - $50,000 | Joint | $201 - $1,000 | Excepted Investment Fund, | 2017 |
- AEPFX - American Funds Europacific Growth F2 | $15,001 - $50,000 | Joint | $201 - $1,000 | Excepted Investment Fund, | 2017 |
JVLIX JVLIX- JHancock Disciplined Value I (NASDAQ) | $15,001 - $50,000 | Joint | $201 - $1,000 | Excepted Investment Fund, | 2017 |
JLPSX JLPSX- JPMorgan US Large Cap Core Plus Select (NASDAQ) | $15,001 - $50,000 | Joint | None (or less than $201) | Excepted Investment Fund, | 2017 |
MQGIX MQGIX- MFS International Growth I (NASDAQ) | $15,001 - $50,000 | Joint | None (or less than $201) | Excepted Investment Fund, | 2017 |
MFRFX MFRFX- MFS Research A (NASDAQ) | $15,001 - $50,000 | Joint | $201 - $1,000 | Excepted Investment Fund, | 2017 |
PRINX PRINX- T. Rowe Price Summit Municipal Inc (NASDAQ) | $15,001 - $50,000 | Joint | $1,001 - $2,500 | Excepted Investment Fund, | 2017 |
- WFVIX - Wells Fargo International Value Inst | $15,001 - $50,000 | Joint | $201 - $1,000 | Excepted Investment Fund, | 2017 |
AQMNX AQMNX- AQR Managed Futures Strategy N (NASDAQ) | $15,001 - $50,000 | Joint | None (or less than $201) | Excepted Investment Fund, | 2017 |
ARSIX ARSIX- ASTON/River Road Small Cap Value I (NASDAQ) | $15,001 - $50,000 | Joint | None (or less than $201) | Excepted Investment Fund, | 2017 |
LZEMX LZEMX- Lazard Emerging Markets Equity Instl | $15,001 - $50,000 | Joint | $201 - $1,000 | Excepted Investment Fund, | 2017 |
RRGAX RRGAX- Deutsche Global Real Estate Secs A (NASDAQ) | $15,001 - $50,000 | Self | $1,001 - $2,500 | Excepted Investment Fund, | 2017 |
SVAIX SVAIX- Federated Strategic Value Dividend Instl (NASDAQ) | $15,001 - $50,000 | Self | $1,001 - $2,500 | Excepted Investment Fund, | 2017 |
PPSPX PPSPX- Principal Preferred Securities P (NASDAQ) | $15,001 - $50,000 | Self | $1,001 - $2,500 | Excepted Investment Fund, | 2017 |
IGFFX IGFFX- American Funds Intl Gr and Inc F2 | $15,001 - $50,000 | Self | $1,001 - $2,500 | Excepted Investment Fund, | 2017 |
MMUFX MMUFX- MFS Utilities A (NASDAQ) | $15,001 - $50,000 | Self | $201 - $1,000 | Excepted Investment Fund, | 2017 |
GSFTX GSFTX- Columbia Dividend Income Z | $15,001 - $50,000 | Self | $201 - $1,000 | Excepted Investment Fund, | 2017 |
- AXA MID CAP VALUE VOLAT | $15,001 - $50,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2017 |
- EQ/EQUITY 500 INDEX | $15,001 - $50,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2017 |
AMRMX AMRMX- American Funds American Mutual A | $15,001 - $50,000 | Spouse | $201 - $1,000 | Excepted Investment Fund, | 2017 |
CISMX CISMX- Clarkston Partners Institutional | $15,001 - $50,000 | Joint | None (or less than $201) | Excepted Investment Fund, | 2017 |
- JPM US Small Cp A | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2017 |
- RS Small Cap Grth A | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2017 |
- Ohio National Life Insurance | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, | 2017 |
MYSIX MYSIX- Victory Trivalent International Sm-Cp Y | $1,001 - $15,000 | Joint | None (or less than $201) | Excepted Investment Fund, | 2017 |
TSCPX TSCPX- AMG TimesSquare Small Cap Growth Prem (NASDAQ) | $1,001 - $15,000 | Joint | None (or less than $201) | Excepted Investment Fund, | 2017 |
- Conservative Income Portfolio | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2017 |
- Community Bank & Trust (formerly Communiy National Bank) | $1,001 - $15,000 | Joint | None (or less than $201) | Interest, | 2017 |
- Community Bank & Trust (formerly Communiy National Bank) | $1,001 - $15,000 | Joint | None (or less than $201) | Interest, | 2017 |
CHTRX CHTRX- Invesco Charter A (NASDAQ) | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2017 |
IDITX IDITX- Transamerica Flexible Income A (NASDAQ) | $1,001 - $15,000 | Spouse | $201 - $1,000 | Excepted Investment Fund, | 2017 |
BDJ BDJ- Blackrock Enhanced Equity Divid (NYSE) | $1,001 - $15,000 | Spouse | $201 - $1,000 | Excepted Investment Fund, | 2017 |
HFMIX HFMIX- Hartford MidCap I | $1,001 - $15,000 | Joint | None (or less than $201) | Excepted Investment Fund, | 2017 |
FLMVX FLMVX- JPMorgan Mid Cap Value Instl (NASDAQ) | $1,001 - $15,000 | Joint | None (or less than $201) | Excepted Investment Fund, | 2017 |
- RAYMOND JAMES BANK DEPOSIT PROGRAM | $1,001 - $15,000 | Joint | None (or less than $201) | Interest, | 2017 |
- Ohio National Life Insurnce | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, | 2017 |
- Conservative Income Portfolio | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2017 |
- New York Life Insurance | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, | 2017 |
- New York Life Insurance | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, | 2017 |
- Property Sale-2 acre Farmstead | $1,001 - $15,000 | Joint | $201 - $1,000 | Interest, | 2017 |
- Farmer's Cooperative Co. | $1,001 - $15,000 | Joint | $201 - $1,000 | Dividends, | 2017 |
- RAYMOND JAMES BANK DEPOSIT PROGRAM | $1,001 - $15,000 | Self | None (or less than $201) | Interest, | 2017 |
NPM NPM- Nuveen Premium Income Municipal (NYSE) | $1,001 - $15,000 | Joint | None (or less than $201) | Excepted Investment Fund, | 2017 |
- RAYMOND JAMES BANK DEPOSIT PROGRAM | $1,001 - $15,000 | Joint | None (or less than $201) | Interest, | 2017 |
- AXA INTL VALUE VOLATILITY | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2017 |
- EQ/CORE BOND INDEX | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2017 |
HIEMX HIEMX- Virtus Emerging Markets Opportunities I (NASDAQ) | None (or less than $1,001) | Joint | $201 - $1,000 | Excepted Investment Fund, | 2017 |
- RAYMOND JAMES BANK DEPOSIT PROGRAM | None (or less than $1,001) | Spouse | None (or less than $201) | Interest, | 2017 |
- CHUCK SEP IRA | Self | 2017 | |||
- GRASSLEY CAPITAL ACCESS JOINT | Joint | 2017 | |||
- Grandchildren 529 College Savings | Spouse | 2017 | |||
- GRASSLEY FREEDOM | Joint | 2017 | |||
- BARBARA IRA RJ | Spouse | 2017 | |||
- Grandchildren 529 Account | Self | 2017 | |||
- Barbara Grassley RJ Account | Spouse | 2017 | |||
- CCH Holdco, Inc. 401k Plan - Managed by Fidelity Investments | Spouse | 2017 | |||
- AXA EQUITABLE LIFE INS ACCUMULATOR | Self | 2017 | |||
- Farm Land-All Located in Butler County, Iowa, Beaver Township | $100,001 - $250,000 | Joint | Other $0.01 | Other, (Grain Sales) | 2016 |
- Farm Land-All located in Butler County, Iowa, Beaver Township | $100,001 - $250,000 | Joint | Other $0.01 | Other, (Grain Sales) | 2016 |
- Farm Land-All located in Butler County, Iowa, Beaver Township | $100,001 - $250,000 | Joint | Other $0.01 | Other, (Grain Sales) | 2016 |
- Farm Land-All located in Butler County, Iowa, Beaver Township | $100,001 - $250,000 | Joint | Other $0.01 | Other, (Grain Sales) | 2016 |
- Farm Land-All located in Butler County, Iowa, Beaver Township | $100,001 - $250,000 | Joint | Other $0.01 | Other, (Other) | 2016 |
- Sptn 500 Index ADV | $100,001 - $250,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2016 |
- Farm Land-all located in Butler County, Iowa, Beaver Township | $100,001 - $250,000 | Joint | $100,001 - $1,000,000Other $123,372.00 | Other, (Grain Sales) | 2016 |
- LZD EMG Mkt Eq BL IS | $50,001 - $100,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2016 |
JDEZX JDEZX- Prudential Jennison Equity Income Z (NASDAQ) | $50,001 - $100,000 | Self | $1,001 - $2,500 | Excepted Investment Fund, | 2016 |
- Moderate Growth Aged Based 19 and Older Money Market | $50,001 - $100,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2016 |
OIBIX OIBIX- Oppenheimer International Bond I (NASDAQ) | $50,001 - $100,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2016 |
FRIAX FRIAX- Franklin Income Adv (NASDAQ) | $50,001 - $100,000 | Self | $2,501 - $5,000 | Excepted Investment Fund, | 2016 |
- Templeton Foreign A | $50,001 - $100,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2016 |
- Farm Land-all located in Butler County, Iowa, Beaver Township | $50,001 - $100,000 | Joint | None (or less than $201)Other $0.01 | Other, (Grain sales ) | 2016 |
- Moderate Growth Aged Based 19 and Older Money Market | $50,001 - $100,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2016 |
- Farm Land-All Located in Butler County, Iowa, Beaver Township | $50,001 - $100,000 | Joint | Other $0.01 | Other, (Grain Sales) | 2016 |
EPSPX EPSPX- MainStay Epoch Global Equity Yield A (NASDAQ) | $50,001 - $100,000 | Self | $1,001 - $2,500 | Excepted Investment Fund, | 2016 |
- FA Intl Discovery A | $50,001 - $100,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2016 |
- Opphmr MS Mid Cap Y | $50,001 - $100,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2016 |
- Black Rock Equity Div I | $50,001 - $100,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2016 |
- JPM US Small Cp A | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2016 |
- RS Small Cap Grth A | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2016 |
- FA Emerg Mkt Inc A | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2016 |
- FA Strat Income A | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2016 |
ALTVX ALTVX- AllianceBern Muni Income Natl Adv (NASDAQ) | $15,001 - $50,000 | Joint | $1,001 - $2,500 | Excepted Investment Fund, | 2016 |
BIAGX BIAGX- Brown Advisory Growth Equity Inv (NASDAQ) | $15,001 - $50,000 | Joint | None (or less than $201) | Excepted Investment Fund, | 2016 |
RRGAX RRGAX- Deutsche Global Real Estate Secs A (NASDAQ) | $15,001 - $50,000 | Joint | $201 - $1,000 | Excepted Investment Fund, | 2016 |
- AEPFX - American Funds Europacific Growth F2 | $15,001 - $50,000 | Joint | $201 - $1,000 | Excepted Investment Fund, | 2016 |
JVLIX JVLIX- JHancock Disciplined Value I (NASDAQ) | $15,001 - $50,000 | Joint | $201 - $1,000 | Excepted Investment Fund, | 2016 |
JLPSX JLPSX- JPMorgan US Large Cap Core Plus Select (NASDAQ) | $15,001 - $50,000 | Joint | None (or less than $201) | Excepted Investment Fund, | 2016 |
MQGIX MQGIX- MFS International Growth I (NASDAQ) | $15,001 - $50,000 | Joint | None (or less than $201) | Excepted Investment Fund, | 2016 |
PRINX PRINX- T. Rowe Price Summit Municipal Inc (NASDAQ) | $15,001 - $50,000 | Joint | $1,001 - $2,500 | Excepted Investment Fund, | 2016 |
HIEMX HIEMX- Virtus Emerging Markets Opportunities I (NASDAQ) | $15,001 - $50,000 | Joint | $201 - $1,000 | Excepted Investment Fund, | 2016 |
- WFVIX - Wells Fargo International Value Inst | $15,001 - $50,000 | Joint | $201 - $1,000 | Excepted Investment Fund, | 2016 |
AQMNX AQMNX- AQR Managed Futures Strategy N (NASDAQ) | $15,001 - $50,000 | Joint | None (or less than $201) | Excepted Investment Fund, | 2016 |
CISMX CISMX- Clarkston Partners Institutional | $15,001 - $50,000 | Joint | None (or less than $201) | Excepted Investment Fund, | 2016 |
ARIDX ARIDX- ASTON/River Road Dividend All Cap Val I (NASDAQ) | $15,001 - $50,000 | Self | $201 - $1,000 | Excepted Investment Fund, | 2016 |
CAIFX CAIFX- American Funds Capital Inc Bldr F2 (NASDAQ) | $15,001 - $50,000 | Self | $1,001 - $2,500 | Excepted Investment Fund, | 2016 |
RRGAX RRGAX- Deutsche Global Real Estate Secs A (NASDAQ) | $15,001 - $50,000 | Self | $1,001 - $2,500 | Excepted Investment Fund, | 2016 |
SVAIX SVAIX- Federated Strategic Value Dividend Instl (NASDAQ) | $15,001 - $50,000 | Self | $1,001 - $2,500 | Excepted Investment Fund, | 2016 |
PPSPX PPSPX- Principal Preferred Securities P (NASDAQ) | $15,001 - $50,000 | Self | $1,001 - $2,500 | Excepted Investment Fund, | 2016 |
GNEIX GNEIX- Geneva Advisors Equity Income I (NASDAQ) | $15,001 - $50,000 | Self | $201 - $1,000 | Excepted Investment Fund, | 2016 |
IGFFX IGFFX- American Funds Intl Gr and Inc F2 | $15,001 - $50,000 | Self | $1,001 - $2,500 | Excepted Investment Fund, | 2016 |
- AXA MID CAP VALUE VOLAT | $15,001 - $50,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2016 |
- EQ/EQUITY 500 INDEX | $15,001 - $50,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2016 |
PMDPX PMDPX- Principal Small-MidCap Dividend Inc P (NASDAQ) | $15,001 - $50,000 | Self | $1,001 - $2,500 | Excepted Investment Fund, | 2016 |
MMUFX MMUFX- MFS Utilities A (NASDAQ) | $15,001 - $50,000 | Self | $201 - $1,000 | Excepted Investment Fund, | 2016 |
MFRFX MFRFX- MFS Research A (NASDAQ) | $15,001 - $50,000 | Joint | $201 - $1,000 | Excepted Investment Fund, | 2016 |
AMRMX AMRMX- American Funds American Mutual A (NASDAQ) | $15,001 - $50,000 | Spouse | $201 - $1,000 | Excepted Investment Fund, | 2016 |
BDJ BDJ- Blackrock Enhanced Equity Divid (NYSE) | $1,001 - $15,000 | Spouse | $201 - $1,000 | Excepted Investment Fund, | 2016 |
TSCPX TSCPX- AMG TimesSquare Small Cap Growth Prem (NASDAQ) | $1,001 - $15,000 | Joint | None (or less than $201) | Excepted Investment Fund, | 2016 |
ACINX ACINX- Columbia Acorn International Z (NASDAQ) | $1,001 - $15,000 | Joint | None (or less than $201) | Excepted Investment Fund, | 2016 |
PEGZX PEGZX- Prudential Jennison Mid Cap Growth Z (NASDAQ) | $1,001 - $15,000 | Joint | None (or less than $201) | Excepted Investment Fund, | 2016 |
- RAYMOND JAMES BANK DEPOSIT PROGRAM | $1,001 - $15,000 | Joint | None (or less than $201) | Interest, | 2016 |
- Ohio National Life Insurance | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, | 2016 |
- Ohio National Life Insurnce | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, | 2016 |
FLMVX FLMVX- JPMorgan Mid Cap Value Instl (NASDAQ) | $1,001 - $15,000 | Joint | None (or less than $201) | Excepted Investment Fund, | 2016 |
- Conservative Income Portfolio | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2016 |
- Community Bank & Trust (formerly Communiy National Bank) | $1,001 - $15,000 | Joint | None (or less than $201) | Interest, | 2016 |
- Community Bank & Trust (formerly Communiy National Bank) | $1,001 - $15,000 | Joint | None (or less than $201) | Interest, | 2016 |
CHTRX CHTRX- Invesco Charter A (NASDAQ) | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2016 |
IDITX IDITX- Transamerica Flexible Income A (NASDAQ) | $1,001 - $15,000 | Spouse | $201 - $1,000 | Excepted Investment Fund, | 2016 |
- New York Life Insurance | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, | 2016 |
- New York Life Insurance | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, | 2016 |
ARSIX ARSIX- ASTON/River Road Small Cap Value I (NASDAQ) | $1,001 - $15,000 | Joint | None (or less than $201) | Excepted Investment Fund, | 2016 |
- Farmer's Cooperative Co. | $1,001 - $15,000 | Joint | $201 - $1,000 | Dividends, | 2016 |
- Property Sale-2 acre Farmstead | $1,001 - $15,000 | Joint | $201 - $1,000 | Interest, | 2016 |
- Conservative Income Portfolio | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2016 |
- RAYMOND JAMES BANK DEPOSIT PROGRAM | $1,001 - $15,000 | Self | None (or less than $201) | Interest, | 2016 |
- AXA INTL VALUE VOLATILITY | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2016 |
NPM NPM- Nuveen Premium Income Municipal (NYSE) | $1,001 - $15,000 | Joint | None (or less than $201) | Excepted Investment Fund, | 2016 |
- RAYMOND JAMES BANK DEPOSIT PROGRAM | $1,001 - $15,000 | Joint | None (or less than $201) | Interest, | 2016 |
- EQ/CORE BOND INDEX | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2016 |
- RAYMOND JAMES BANK DEPOSIT PROGRAM | None (or less than $1,001) | Spouse | None (or less than $201) | Interest, | 2016 |
EXEYX EXEYX- Manning & Napier Equity Series | None (or less than $1,001) | Joint | None (or less than $201) | Excepted Investment Fund, | 2016 |
SOPAX SOPAX- ClearBridge Equity Income A (NASDAQ) | None (or less than $1,001) | Self | $201 - $1,000 | Excepted Investment Fund, | 2016 |
NBGNX NBGNX- Neuberger Berman Genesis Inv (NASDAQ) | None (or less than $1,001) | Joint | None (or less than $201) | Excepted Investment Fund, | 2016 |
- BARBARA IRA RJ | Spouse | 2016 | |||
- Grandchildren 529 Account | Self | 2016 | |||
- CHUCK SEP IRA | Self | 2016 | |||
- CCH Holdco, Inc. 401k Plan - Managed by Fidelity Investments | Spouse | 2016 | |||
- AXA EQUITABLE LIFE INS ACCUMULATOR | Self | 2016 | |||
- GRASSLEY CAPITAL ACCESS JOINT | Joint | 2016 | |||
- Grandchildren 529 College Savings | Spouse | 2016 | |||
- GRASSLEY FREEDOM | Joint | 2016 | |||
- Sptn 500 Index ADV | $100,001 - $250,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2015 |
- Farm Land-All Located in Butler County, Iowa, Beaver Township | $100,001 - $250,000 | Joint | Other $81,490.52 | Other, (Grain Sales) | 2015 |
- Farm Land-All located in Butler County, Iowa, Beaver Township | $100,001 - $250,000 | Joint | Other $81,490.52 | Other, (Grain Sales) | 2015 |
- Farm Land-All Located in Butler County, Iowa, Beaver Township | $100,001 - $250,000 | Joint | Other $81,490.52 | Other, (Grain Sales) | 2015 |
- Sptn 500 Index ADV | $100,001 - $250,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2015 |
- Farm Land-All located in Butler County, Iowa, Beaver Township | $100,001 - $250,000 | Joint | Other $81,490.52 | Other, (Grain Sales) | 2015 |
- Farm Land-all located in Butler County, Iowa, Beaver Township | $100,001 - $250,000 | Joint | Other $81,490.52 | Other, (Grain Sales) | 2015 |
- Farm Land-All located in Butler County, Iowa, Beaver Township | $100,001 - $250,000 | Joint | Other $81,490.52 | Other, (Grain Sales) | 2015 |
- Farm Land-all located in Butler County, Iowa, Beaver Township | $100,001 - $250,000 | Joint | Other $81,490.52 | Other, (Grain Sales) | 2015 |
- Farm Land-All located in Butler County, Iowa, Beaver Township | $100,001 - $250,000 | Joint | Other $81,490.52 | Other, (Grain Sales) | 2015 |
- Farm Land-All located in Butler County, Iowa, Beaver Township | $100,001 - $250,000 | Joint | Other $81,490.52 | Other, (Grain Sales) | 2015 |
- Farm Land-All located in Butler County, Iowa, Beaver Township | $100,001 - $250,000 | Joint | Other $81,490.52 | Other, (Grain Sales) | 2015 |
- Farm Land-All located in Butler County, Iowa, Beaver Township | $100,001 - $250,000 | Joint | Other $81,490.52 | Other, (Grain Sales) | 2015 |
- Farm Land-All located in Butler County, Iowa, Beaver Township | $100,001 - $250,000 | Joint | Other $81,490.52 | Other, (Grain Sales) | 2015 |
JDEZX JDEZX- Prudential Jennison Equity Income Z (NASDAQ) | $50,001 - $100,000 | Self | $1,001 - $2,500 | Excepted Investment Fund, | 2015 |
- Opphmr MS Mid Cap Y | $50,001 - $100,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2015 |
OIBIX OIBIX- Oppenheimer International Bond I (NASDAQ) | $50,001 - $100,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2015 |
JDEZX JDEZX- Prudential Jennison Equity Income Z (NASDAQ) | $50,001 - $100,000 | Self | $1,001 - $2,500 | Excepted Investment Fund, | 2015 |
- Black Rock Equity Div I | $50,001 - $100,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2015 |
- RAYMOND JAMES BANK DEPOSIT PROGRAM | $50,001 - $100,000 | Joint | None (or less than $201) | Interest, | 2015 |
PPSPX PPSPX- Principal Preferred Securities P (NASDAQ) | $50,001 - $100,000 | Self | $2,501 - $5,000 | Excepted Investment Fund, | 2015 |
- RS Small Cap Grth A | $50,001 - $100,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2015 |
- FA Intl Discovery A | $50,001 - $100,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2015 |
ARIDX ARIDX- ASTON/River Road Dividend All Cap Val I (NASDAQ) | $50,001 - $100,000 | Self | $1,001 - $2,500 | Excepted Investment Fund, | 2015 |
PMDPX PMDPX- Principal Small-MidCap Dividend Inc P (NASDAQ) | $50,001 - $100,000 | Self | $1,001 - $2,500 | Excepted Investment Fund, | 2015 |
EPSPX EPSPX- MainStay Epoch Global Equity Yield A (NASDAQ) | $50,001 - $100,000 | Self | $1,001 - $2,500 | Excepted Investment Fund, | 2015 |
- Farm Land-all located in Butler County, Iowa, Beaver Township | $50,001 - $100,000 | Joint | Other $81,490.52 | Other, (Grain Sales) | 2015 |
- Farm Land-All Located in Butler County, Iowa, Beaver Township | $50,001 - $100,000 | Joint | Other $81,490.52 | Other, (Grain Sales) | 2015 |
FRIAX FRIAX- Franklin Income Adv (NASDAQ) | $50,001 - $100,000 | Self | $2,501 - $5,000 | Excepted Investment Fund, | 2015 |
- Moderate Growth Aged Based 19 and Older Money Market | $50,001 - $100,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2015 |
- Moderate Growth Aged Based 19 and Older Money Market | $50,001 - $100,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2015 |
- Templeton Foreign A | $50,001 - $100,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2015 |
- Moderate Growth Aged Based 19 and Older Money Market | $50,001 - $100,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2015 |
- Moderate Growth Aged Based 19 and Older Money Market | $50,001 - $100,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2015 |
- LZD EMG Mkt Eq BL IS | $50,001 - $100,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2015 |
- FA Intl Discovery A | $50,001 - $100,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2015 |
- RS Small Cap Grth A | $50,001 - $100,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2015 |
- Opphmr MS Mid Cap Y | $50,001 - $100,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2015 |
- Black Rock Equity Div I | $50,001 - $100,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2015 |
- Moderate Growth Aged Based 19 and Older Money Market | $50,001 - $100,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2015 |
- Farm Land-all located in Butler County, Iowa, Beaver Township | $50,001 - $100,000 | Joint | Other $81,490.52 | Other, (Grain Sales) | 2015 |
- Farm Land-All Located in Butler County, Iowa, Beaver Township | $50,001 - $100,000 | Joint | Other $81,490.52 | Other, (Grain Sales) | 2015 |
CAIFX CAIFX- American Funds Capital Inc Bldr F2 (NASDAQ) | $50,001 - $100,000 | Self | $1,001 - $2,500 | Excepted Investment Fund, | 2015 |
ARIDX ARIDX- ASTON/River Road Dividend All Cap Val I (NASDAQ) | $50,001 - $100,000 | Self | $1,001 - $2,500 | Excepted Investment Fund, | 2015 |
OIBIX OIBIX- Oppenheimer International Bond I (NASDAQ) | $50,001 - $100,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2015 |
- LZD EMG Mkt Eq BL IS | $50,001 - $100,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2015 |
- Templeton Foreign A | $50,001 - $100,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2015 |
- RAYMOND JAMES BANK DEPOSIT PROGRAM | $50,001 - $100,000 | Joint | None (or less than $201) | Interest, | 2015 |
FRIAX FRIAX- Franklin Income Adv (NASDAQ) | $50,001 - $100,000 | Self | $2,501 - $5,000 | Excepted Investment Fund, | 2015 |
CAIFX CAIFX- American Funds Capital Inc Bldr F2 (NASDAQ) | $50,001 - $100,000 | Self | $1,001 - $2,500 | Excepted Investment Fund, | 2015 |
EPSPX EPSPX- MainStay Epoch Global Equity Yield A (NASDAQ) | $50,001 - $100,000 | Self | $1,001 - $2,500 | Excepted Investment Fund, | 2015 |
PMDPX PMDPX- Principal Small-MidCap Dividend Inc P (NASDAQ) | $50,001 - $100,000 | Self | $1,001 - $2,500 | Excepted Investment Fund, | 2015 |
PPSPX PPSPX- Principal Preferred Securities P (NASDAQ) | $50,001 - $100,000 | Self | $2,501 - $5,000 | Excepted Investment Fund, | 2015 |
JVLIX JVLIX- JHancock Disciplined Value I (NASDAQ) | $15,001 - $50,000 | Joint | $201 - $1,000 | Excepted Investment Fund, | 2015 |
MFRFX MFRFX- MFS Research A (NASDAQ) | $15,001 - $50,000 | Joint | None (or less than $201) | Excepted Investment Fund, | 2015 |
TSCPX TSCPX- AMG TimesSquare Small Cap Growth Prem (NASDAQ) | $15,001 - $50,000 | Joint | None (or less than $201) | Excepted Investment Fund, | 2015 |
AMRMX AMRMX- American Funds American Mutual A (NASDAQ) | $15,001 - $50,000 | Spouse | $201 - $1,000 | Excepted Investment Fund, | 2015 |
MMUFX MMUFX- MFS Utilities A (NASDAQ) | $15,001 - $50,000 | Self | $1,001 - $2,500 | Excepted Investment Fund, | 2015 |
- JPM US Small Cp A | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2015 |
- FA Emerg Mkt Inc A | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2015 |
- FA Strat Income A | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2015 |
EXEYX EXEYX- Manning & Napier Equity (NASDAQ) | $15,001 - $50,000 | Joint | None (or less than $201) | Excepted Investment Fund, | 2015 |
NBGNX NBGNX- Neuberger Berman Genesis Inv (NASDAQ) | $15,001 - $50,000 | Joint | None (or less than $201) | Excepted Investment Fund, | 2015 |
PEGZX PEGZX- Prudential Jennison Mid Cap Growth Z (NASDAQ) | $15,001 - $50,000 | Joint | None (or less than $201) | Excepted Investment Fund, | 2015 |
PRINX PRINX- T. Rowe Price Summit Municipal Inc (NASDAQ) | $15,001 - $50,000 | Joint | $1,001 - $2,500 | Excepted Investment Fund, | 2015 |
HIEMX HIEMX- Virtus Emerging Markets Opportunities I (NASDAQ) | $15,001 - $50,000 | Joint | None (or less than $201) | Excepted Investment Fund, | 2015 |
AQMNX AQMNX- AQR Managed Futures Strategy N (NASDAQ) | $15,001 - $50,000 | Joint | None (or less than $201) | Excepted Investment Fund, | 2015 |
ALTVX ALTVX- AllianceBern Muni Income Natl Adv (NASDAQ) | $15,001 - $50,000 | Joint | $1,001 - $2,500 | Excepted Investment Fund, | 2015 |
BIAGX BIAGX- Brown Advisory Growth Equity Inv (NASDAQ) | $15,001 - $50,000 | Joint | None (or less than $201) | Excepted Investment Fund, | 2015 |
RRGAX RRGAX- Deutsche Global Real Estate Secs A (NASDAQ) | $15,001 - $50,000 | Self | $1,001 - $2,500 | Excepted Investment Fund, | 2015 |
RRGAX RRGAX- Deutsche Global Real Estate Secs A (NASDAQ) | $15,001 - $50,000 | Joint | $201 - $1,000 | Excepted Investment Fund, | 2015 |
AEGFX AEGFX- American Funds EuroPacific Gr F1 (NASDAQ) | $15,001 - $50,000 | Joint | $201 - $1,000 | Excepted Investment Fund, | 2015 |
JVLIX JVLIX- JHancock Disciplined Value I (NASDAQ) | $15,001 - $50,000 | Joint | $201 - $1,000 | Excepted Investment Fund, | 2015 |
JLPSX JLPSX- JPMorgan US Large Cap Core Plus Select (NASDAQ) | $15,001 - $50,000 | Joint | None (or less than $201) | Excepted Investment Fund, | 2015 |
MFRFX MFRFX- MFS Research A (NASDAQ) | $15,001 - $50,000 | Joint | None (or less than $201) | Excepted Investment Fund, | 2015 |
TSCPX TSCPX- AMG TimesSquare Small Cap Growth Prem (NASDAQ) | $15,001 - $50,000 | Joint | None (or less than $201) | Excepted Investment Fund, | 2015 |
EXEYX EXEYX- Manning & Napier Equity (NASDAQ) | $15,001 - $50,000 | Joint | None (or less than $201) | Excepted Investment Fund, | 2015 |
NBGNX NBGNX- Neuberger Berman Genesis Inv (NASDAQ) | $15,001 - $50,000 | Joint | None (or less than $201) | Excepted Investment Fund, | 2015 |
PEGZX PEGZX- Prudential Jennison Mid Cap Growth Z (NASDAQ) | $15,001 - $50,000 | Joint | None (or less than $201) | Excepted Investment Fund, | 2015 |
PRINX PRINX- T. Rowe Price Summit Municipal Inc (NASDAQ) | $15,001 - $50,000 | Joint | $1,001 - $2,500 | Excepted Investment Fund, | 2015 |
HIEMX HIEMX- Virtus Emerging Markets Opportunities I (NASDAQ) | $15,001 - $50,000 | Joint | None (or less than $201) | Excepted Investment Fund, | 2015 |
AQMNX AQMNX- AQR Managed Futures Strategy N (NASDAQ) | $15,001 - $50,000 | Joint | None (or less than $201) | Excepted Investment Fund, | 2015 |
SVAIX SVAIX- Federated Strategic Value Dividend Instl (NASDAQ) | $15,001 - $50,000 | Self | $1,001 - $2,500 | Excepted Investment Fund, | 2015 |
- EQ/EQUITY 500 INDEX | $15,001 - $50,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2015 |
- AXA MID CAP VALUE VOLAT | $15,001 - $50,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2015 |
- AXA INTL VALUE VOLATILITY | $15,001 - $50,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2015 |
GNEIX GNEIX- Geneva Advisors Equity Income I (NASDAQ) | $15,001 - $50,000 | Self | $201 - $1,000 | Excepted Investment Fund, | 2015 |
SOPAX SOPAX- ClearBridge Equity Income A (NASDAQ) | $15,001 - $50,000 | Self | $201 - $1,000 | Excepted Investment Fund, | 2015 |
MMUFX MMUFX- MFS Utilities A (NASDAQ) | $15,001 - $50,000 | Self | $1,001 - $2,500 | Excepted Investment Fund, | 2015 |
GNEIX GNEIX- Geneva Advisors Equity Income I (NASDAQ) | $15,001 - $50,000 | Self | $201 - $1,000 | Excepted Investment Fund, | 2015 |
AMRMX AMRMX- American Funds American Mutual A (NASDAQ) | $15,001 - $50,000 | Spouse | $201 - $1,000 | Excepted Investment Fund, | 2015 |
- JPM US Small Cp A | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2015 |
- AXA INTL VALUE VOLATILITY | $15,001 - $50,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2015 |
- FA Emerg Mkt Inc A | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2015 |
- AXA MID CAP VALUE VOLAT | $15,001 - $50,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2015 |
- EQ/EQUITY 500 INDEX | $15,001 - $50,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2015 |
SOPAX SOPAX- ClearBridge Equity Income A (NASDAQ) | $15,001 - $50,000 | Self | $201 - $1,000 | Excepted Investment Fund, | 2015 |
- FA Strat Income A | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2015 |
SVAIX SVAIX- Federated Strategic Value Dividend Instl (NASDAQ) | $15,001 - $50,000 | Self | $1,001 - $2,500 | Excepted Investment Fund, | 2015 |
ALTVX ALTVX- AllianceBern Muni Income Natl Adv (NASDAQ) | $15,001 - $50,000 | Joint | $1,001 - $2,500 | Excepted Investment Fund, | 2015 |
RRGAX RRGAX- Deutsche Global Real Estate Secs A (NASDAQ) | $15,001 - $50,000 | Self | $1,001 - $2,500 | Excepted Investment Fund, | 2015 |
BIAGX BIAGX- Brown Advisory Growth Equity Inv (NASDAQ) | $15,001 - $50,000 | Joint | None (or less than $201) | Excepted Investment Fund, | 2015 |
RRGAX RRGAX- Deutsche Global Real Estate Secs A (NASDAQ) | $15,001 - $50,000 | Joint | $201 - $1,000 | Excepted Investment Fund, | 2015 |
AEGFX AEGFX- American Funds EuroPacific Gr F1 (NASDAQ) | $15,001 - $50,000 | Joint | $201 - $1,000 | Excepted Investment Fund, | 2015 |
JLPSX JLPSX- JPMorgan US Large Cap Core Plus Select (NASDAQ) | $15,001 - $50,000 | Joint | None (or less than $201) | Excepted Investment Fund, | 2015 |
- RAYMOND JAMES BANK DEPOSIT PROGRAM | $1,001 - $15,000 | Joint | None (or less than $201) | Interest, | 2015 |
- RAYMOND JAMES BANK DEPOSIT PROGRAM | $1,001 - $15,000 | Spouse | None (or less than $201) | Interest, | 2015 |
WFVDX WFVDX- Wells Fargo Advantage Intl Value Adm (NASDAQ) | $1,001 - $15,000 | Joint | $201 - $1,000 | Excepted Investment Fund, | 2015 |
ACINX ACINX- Columbia Acorn International Z (NASDAQ) | $1,001 - $15,000 | Joint | None (or less than $201) | Excepted Investment Fund, | 2015 |
- Community Bank & Trust (formerly Communiy National Bank) | $1,001 - $15,000 | Joint | None (or less than $201) | Interest, | 2015 |
- Community Bank & Trust (formerly Communiy National Bank) | $1,001 - $15,000 | Joint | None (or less than $201) | Interest, | 2015 |
CHTRX CHTRX- Invesco Charter A (NASDAQ) | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2015 |
IDITX IDITX- Transamerica Flexible Income A (NASDAQ) | $1,001 - $15,000 | Spouse | $201 - $1,000 | Excepted Investment Fund, | 2015 |
BDJ BDJ- Blackrock Enhanced Equity Divid (NYSE) | $1,001 - $15,000 | Spouse | $201 - $1,000 | Excepted Investment Fund, | 2015 |
- RAYMOND JAMES BANK DEPOSIT PROGRAM | $1,001 - $15,000 | Joint | None (or less than $201) | Interest, | 2015 |
FLMVX FLMVX- JPMorgan Mid Cap Value Instl (NASDAQ) | $1,001 - $15,000 | Joint | None (or less than $201) | Excepted Investment Fund, | 2015 |
ARSIX ARSIX- ASTON/River Road Small Cap Value I (NASDAQ) | $1,001 - $15,000 | Joint | None (or less than $201) | Excepted Investment Fund, | 2015 |
- Ohio National Life Insurnce | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, | 2015 |
- Ohio National Life Insurance | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, | 2015 |
- Conservative Income Portfolio | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2015 |
- New York Life Insurance | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, | 2015 |
- New York Life Insurance | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, | 2015 |
- Property Sale-2 acre Farmstead | $1,001 - $15,000 | Joint | $201 - $1,000 | Interest, | 2015 |
- Conservative Income Portfolio | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2015 |
MQGIX MQGIX- MFS International Growth I (NASDAQ) | $1,001 - $15,000 | Joint | None (or less than $201) | Excepted Investment Fund, | 2015 |
- Farmer's Cooperative Co. | $1,001 - $15,000 | Joint | $201 - $1,000 | Dividends, | 2015 |
- RAYMOND JAMES BANK DEPOSIT PROGRAM | $1,001 - $15,000 | Self | None (or less than $201) | Interest, | 2015 |
NPM NPM- Nuveen Premium Income Municipal (NYSE) | $1,001 - $15,000 | Joint | None (or less than $201) | Excepted Investment Fund, | 2015 |
- EQ/CORE BOND INDEX | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2015 |
- Farmer's Cooperative Co. | $1,001 - $15,000 | Joint | $201 - $1,000 | Dividends, | 2015 |
- Conservative Income Portfolio | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2015 |
- Conservative Income Portfolio | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2015 |
- Conservative Income Portfolio | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2015 |
- Property Sale-2 acre Farmstead | $1,001 - $15,000 | Joint | $201 - $1,000 | Interest, | 2015 |
- New York Life Insurance | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, | 2015 |
- New York Life Insurance | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, | 2015 |
- Ohio National Life Insurance | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, | 2015 |
- Ohio National Life Insurnce | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, | 2015 |
- Community Bank & Trust (formerly Communiy National Bank) | $1,001 - $15,000 | Joint | None (or less than $201) | Interest, | 2015 |
- Community Bank & Trust (formerly Communiy National Bank) | $1,001 - $15,000 | Joint | None (or less than $201) | Interest, | 2015 |
CHTRX CHTRX- Invesco Charter A (NASDAQ) | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2015 |
IDITX IDITX- Transamerica Flexible Income A (NASDAQ) | $1,001 - $15,000 | Spouse | $201 - $1,000 | Excepted Investment Fund, | 2015 |
BDJ BDJ- Blackrock Enhanced Equity Divid (NYSE) | $1,001 - $15,000 | Spouse | $201 - $1,000 | Excepted Investment Fund, | 2015 |
- RAYMOND JAMES BANK DEPOSIT PROGRAM | $1,001 - $15,000 | Spouse | None (or less than $201) | Interest, | 2015 |
ACINX ACINX- Columbia Acorn International Z (NASDAQ) | $1,001 - $15,000 | Joint | None (or less than $201) | Excepted Investment Fund, | 2015 |
FLMVX FLMVX- JPMorgan Mid Cap Value Instl (NASDAQ) | $1,001 - $15,000 | Joint | None (or less than $201) | Excepted Investment Fund, | 2015 |
MQGIX MQGIX- MFS International Growth I (NASDAQ) | $1,001 - $15,000 | Joint | None (or less than $201) | Excepted Investment Fund, | 2015 |
WFVDX WFVDX- Wells Fargo Advantage Intl Value Adm (NASDAQ) | $1,001 - $15,000 | Joint | $201 - $1,000 | Excepted Investment Fund, | 2015 |
ARSIX ARSIX- ASTON/River Road Small Cap Value I (NASDAQ) | $1,001 - $15,000 | Joint | None (or less than $201) | Excepted Investment Fund, | 2015 |
- RAYMOND JAMES BANK DEPOSIT PROGRAM | $1,001 - $15,000 | Self | None (or less than $201) | Interest, | 2015 |
NPM NPM- Nuveen Premium Income Municipal (NYSE) | $1,001 - $15,000 | Joint | None (or less than $201) | Excepted Investment Fund, | 2015 |
- EQ/CORE BOND INDEX | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2015 |
MMHYX MMHYX- MFS Municipal High-Income A (NASDAQ) | None (or less than $1,001) | Joint | $201 - $1,000 | Excepted Investment Fund, | 2015 |
MMHYX MMHYX- MFS Municipal High-Income A (NASDAQ) | None (or less than $1,001) | Joint | $201 - $1,000 | Excepted Investment Fund, | 2015 |
- Grandchildren 529 Account | Self | 2015 | |||
- CHUCK SEP IRA | Self | 2015 | |||
- BARBARA IRA RJ | Spouse | 2015 | |||
- GRASSLEY FREEDOM | Joint | 2015 | |||
- CHUCK SEP IRA | Self | 2015 | |||
- AXA EQUITABLE LIFE INS ACCUMULATOR | Self | 2015 | |||
- GRASSLEY CAPITAL ACCESS JOINT | Joint | 2015 | |||
- CCH Holdco, Inc. 401k Plan - Managed by Fidelity Investments | Spouse | 2015 | |||
- Grandchildren 529 Account | Self | 2015 | |||
- BARBARA IRA RJ | Spouse | 2015 | |||
- AXA EQUITABLE LIFE INS ACCUMULATOR | Self | 2015 | |||
- Grandchildren 529 College Savings | Spouse | 2015 | |||
- GRASSLEY CAPITAL ACCESS JOINT | Joint | 2015 | |||
- CCH Holdco, Inc. 401k Plan - Managed by Fidelity Investments | Spouse | 2015 | |||
- GRASSLEY FREEDOM | Joint | 2015 | |||
- Grandchildren 529 College Savings | Spouse | 2015 | |||
- Farm Land-All located in Butler County, Iowa, Beaver Township | $100,001 - $250,000 | Joint | Other $149,738.00 | Other, (Grain Sales) | 2014 |
- Farm Land-All Located in Butler County, Iowa, Beaver Township | $100,001 - $250,000 | Joint | Other $149,738.00 | Other, (Grain Sales) | 2014 |
- ING TRowe Price Cap Apprec Pt Srv | $100,001 - $250,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2014 |
- Farm Land-All located in Butler County, Iowa, Beaver Township | $100,001 - $250,000 | Joint | Other $149,738.00 | Other, (Grain Sales) | 2014 |
- Farm Land-all located in Butler County, Iowa, Beaver Township | $100,001 - $250,000 | Joint | Other $149,738.00 | Other, (Grain Sales) | 2014 |
- Farm Land-All located in Butler County, Iowa, Beaver Township | $100,001 - $250,000 | Joint | Other $149,738.00 | Other, (Grain Sales) | 2014 |
- Farm Land-All located in Butler County, Iowa, Beaver Township | $100,001 - $250,000 | Joint | Other $149,738.00 | Other, (Grain Sales) | 2014 |
- American Funds Growth Fnd R3 | $50,001 - $100,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2014 |
- American Funds Euro Pacific R3 | $50,001 - $100,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2014 |
- AllianzGI NFJ Div. Value Fd Inst | $50,001 - $100,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2014 |
- Farm Land-all located in Butler County, Iowa, Beaver Township | $50,001 - $100,000 | Joint | Other $149,738.00 | Other, (Grain Sales) | 2014 |
- Farm Land-All Located in Butler County, Iowa, Beaver Township | $50,001 - $100,000 | Joint | Other $149,738.00 | Other, (Grain Sales) | 2014 |
JDEZX JDEZX- Prudential Jennison Equity Income Z (NASDAQ) | $50,001 - $100,000 | Self | $1,001 - $2,500 | Excepted Investment Fund, | 2014 |
- Moderate Growth Age-based Track 19 & older Money Market | $50,001 - $100,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2014 |
CAIFX CAIFX- American Funds Capital Inc Bldr F2 (NASDAQ) | $50,001 - $100,000 | Self | $1,001 - $2,500 | Excepted Investment Fund, | 2014 |
EPSPX EPSPX- MainStay Epoch Global Equity Yield A (NASDAQ) | $50,001 - $100,000 | Self | $1,001 - $2,500 | Excepted Investment Fund, | 2014 |
- RAYMOND JAMES BANK DEPOSIT PROGRAM | $50,001 - $100,000 | Joint | None (or less than $201) | Interest, | 2014 |
PMDPX PMDPX- Principal Small-MidCap Dividend Inc P (NASDAQ) | $50,001 - $100,000 | Self | $1,001 - $2,500 | Excepted Investment Fund, | 2014 |
- Moderate-growth Age-based Track 19 & Older | $50,001 - $100,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2014 |
- ING FIXED ACCOUNT | $50,001 - $100,000 | Spouse | None (or less than $201) | None, Interest, | 2014 |
- Lazard Emerging Mkts Eqty Port Opn | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2014 |
BIAGX BIAGX- Brown Advisory Growth Equity Inv (NASDAQ) | $15,001 - $50,000 | Joint | None (or less than $201) | Excepted Investment Fund, | 2014 |
- Farm Land-All located in Butler County, Iowa, Beaver Township | $15,001 - $50,000 | Joint | Other $149,738.00 | Other, (Grain Sales) | 2014 |
JLPSX JLPSX- JPMorgan US Large Cap Core Plus Select (NASDAQ) | $15,001 - $50,000 | Joint | None (or less than $201) | Excepted Investment Fund, | 2014 |
TSCPX TSCPX- TimesSquare Small Cap Growth Prem (NASDAQ) | $15,001 - $50,000 | Joint | None (or less than $201) | Excepted Investment Fund, | 2014 |
EXEYX EXEYX- Manning & Napier Equity (NASDAQ) | $15,001 - $50,000 | Joint | None (or less than $201) | Excepted Investment Fund, | 2014 |
AQMNX AQMNX- AQR Managed Futures Strategy N (NASDAQ) | $15,001 - $50,000 | Joint | None (or less than $201) | Excepted Investment Fund, | 2014 |
ARIDX ARIDX- ASTON/River Road Dividend All Cap Val I (NASDAQ) | $15,001 - $50,000 | Self | $1,001 - $2,500 | Excepted Investment Fund, | 2014 |
RRGAX RRGAX- DWS RREEF Global Real Estate Secs A (NASDAQ) | $15,001 - $50,000 | Self | $1,001 - $2,500 | Excepted Investment Fund, | 2014 |
MFRFX MFRFX- MFS Research A (NASDAQ) | $15,001 - $50,000 | Joint | None (or less than $201) | Excepted Investment Fund, | 2014 |
JVLAX JVLAX- JHancock Disciplined Value A (NASDAQ) | $15,001 - $50,000 | Joint | None (or less than $201) | Excepted Investment Fund, | 2014 |
- Moderate Growth Age-based Track-16-18 Income Portfolio | $15,001 - $50,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2014 |
- Moderate Growth Age-based Track 16-18 Income Portfolio | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2014 |
AMRMX AMRMX- American Funds American Mutual A (NASDAQ) | $15,001 - $50,000 | Spouse | $201 - $1,000 | Excepted Investment Fund, | 2014 |
- Oppenheimer Int. Bond Fnd A | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2014 |
- ING Index Plus Large Cap Port 1 | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2014 |
- ING Fidelity VIP Contrafund Port Srv | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2014 |
- ING Fidelity VIP Mid Cap Port Srv | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2014 |
- Oppenheimer Main St Sm Cap F/VA | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2014 |
- Columbia Mid Cap Value Fund A | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2014 |
- EQ/EQUITY 500 INDEX | $15,001 - $50,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2014 |
- EQ/MID CAP VALUE PLUS | $15,001 - $50,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2014 |
- EQ/INT'L VALUE PLUS | $15,001 - $50,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2014 |
SVAIX SVAIX- Federated Strategic Value Dividend Instl (NASDAQ) | $15,001 - $50,000 | Self | $1,001 - $2,500 | Excepted Investment Fund, | 2014 |
FRIAX FRIAX- Franklin Income Adv (NASDAQ) | $15,001 - $50,000 | Self | $2,501 - $5,000 | Excepted Investment Fund, | 2014 |
SOPAX SOPAX- ClearBridge Equity Income A (NASDAQ) | $15,001 - $50,000 | Self | $201 - $1,000 | Excepted Investment Fund, | 2014 |
MMUFX MMUFX- MFS Utilities A (NASDAQ) | $15,001 - $50,000 | Self | $201 - $1,000 | Excepted Investment Fund, | 2014 |
PPSPX PPSPX- Principal Preferred Securities P (NASDAQ) | $15,001 - $50,000 | Self | $2,501 - $5,000 | Excepted Investment Fund, | 2014 |
GNEIX GNEIX- Geneva Advisors Equity Income I (NASDAQ) | $15,001 - $50,000 | Self | $201 - $1,000 | Excepted Investment Fund, | 2014 |
- Ohio National Life Insurance | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, | 2014 |
- Value First Co-operative | $1,001 - $15,000 | Self | $5,001 - $15,000 | Dividends, | 2014 |
- Community Bank & Trust (formerly Communiy National Bank) | $1,001 - $15,000 | Joint | None (or less than $201) | Interest, | 2014 |
IDITX IDITX- Transamerica Flexible Income A (NASDAQ) | $1,001 - $15,000 | Spouse | $201 - $1,000 | Excepted Investment Fund, | 2014 |
BDJ BDJ- Blackrock Enhanced Equity Divid (NYSE) | $1,001 - $15,000 | Spouse | $201 - $1,000 | Excepted Investment Fund, | 2014 |
- Community Bank & Trust (formerly Communiy National Bank) | $1,001 - $15,000 | Joint | None (or less than $201) | Interest, | 2014 |
ALTVX ALTVX- AllianceBern Muni Income Natl Adv (NASDAQ) | $1,001 - $15,000 | Joint | $201 - $1,000 | Excepted Investment Fund, | 2014 |
PEGZX PEGZX- Prudential Jennison Mid Cap Growth Z (NASDAQ) | $1,001 - $15,000 | Joint | None (or less than $201) | Excepted Investment Fund, | 2014 |
ACINX ACINX- Columbia Acorn International Z (NASDAQ) | $1,001 - $15,000 | Joint | $201 - $1,000 | Excepted Investment Fund, | 2014 |
RRGAX RRGAX- DWS RREEF Global Real Estate Secs A (NASDAQ) | $1,001 - $15,000 | Joint | $201 - $1,000 | Excepted Investment Fund, | 2014 |
EGEIX EGEIX- Eagle Smaller Company I (NASDAQ) | $1,001 - $15,000 | Joint | None (or less than $201) | Excepted Investment Fund, | 2014 |
AEGFX AEGFX- American Funds EuroPacific Gr F1 (NASDAQ) | $1,001 - $15,000 | Joint | None (or less than $201) | Excepted Investment Fund, | 2014 |
FLMVX FLMVX- JPMorgan Mid Cap Value Instl (NASDAQ) | $1,001 - $15,000 | Joint | None (or less than $201) | Excepted Investment Fund, | 2014 |
- Ohio National Life Insurnce | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, | 2014 |
PRINX PRINX- T. Rowe Price Summit Municipal Inc (NASDAQ) | $1,001 - $15,000 | Joint | $201 - $1,000 | Excepted Investment Fund, | 2014 |
CHTRX CHTRX- Invesco Charter A (NASDAQ) | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2014 |
HIEMX HIEMX- Virtus Emerging Markets Opportunities I (NASDAQ) | $1,001 - $15,000 | Joint | None (or less than $201) | Excepted Investment Fund, | 2014 |
MQGIX MQGIX- MFS International Growth I (NASDAQ) | $1,001 - $15,000 | Joint | None (or less than $201) | Excepted Investment Fund, | 2014 |
WFVDX WFVDX- Wells Fargo Advantage Intl Value Adm (NASDAQ) | $1,001 - $15,000 | Joint | $201 - $1,000 | Excepted Investment Fund, | 2014 |
- New York Life Insurance | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, | 2014 |
- New York Life Insurance | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, | 2014 |
MMHYX MMHYX- MFS Municipal High-Income A (NASDAQ) | $1,001 - $15,000 | Joint | $201 - $1,000 | Excepted Investment Fund, | 2014 |
- Farmer's Cooperative Co. | $1,001 - $15,000 | Joint | $201 - $1,000 | Dividends, | 2014 |
- RAYMOND JAMES BANK DEPOSIT PROGRAM | $1,001 - $15,000 | Joint | None (or less than $201) | Interest, | 2014 |
- Property Sale-2 acre Farmstead | $1,001 - $15,000 | Joint | $201 - $1,000 | Interest, | 2014 |
NBGNX NBGNX- Neuberger Berman Genesis Inv (NASDAQ) | $1,001 - $15,000 | Joint | None (or less than $201) | Excepted Investment Fund, | 2014 |
- RAYMOND JAMES BANK DEPOSIT PROGRAM | $1,001 - $15,000 | Self | None (or less than $201) | Interest, | 2014 |
NPM NPM- Nuveen Premium Income Municipal (NYSE) | $1,001 - $15,000 | Joint | None (or less than $201) | Excepted Investment Fund, | 2014 |
- EQ/CORE BOND INDEX | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2014 |
- RAYMOND JAMES BANK DEPOSIT PROGRAM | None (or less than $1,001) | Spouse | None (or less than $201) | Interest, | 2014 |
- BARBARA IRA RJ | Spouse | 2014 | |||
- GRASSLEY FREEDOM | Joint | 2014 | |||
- AXA EQUITABLE LIFE INS ACCUMULATOR | Self | 2014 | |||
- CHUCK SEP IRA | Self | 2014 | |||
- GRASSLEY CAPITAL ACCESS JOINT | Joint | 2014 | |||
- ING 401k Plan | Spouse | 2014 |
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