41 assets, filed May 14, 2026 (FD Original).
VFSTX
(VFSTX) [MF] Vanguard SPDR Gold Trust · Mutual fund
$1,001 - $15,000
VGPMX
(VGPMX) [MF] Vanguard High Dividend Yield · Mutual fund · Spouse
$15,001 - $50,000
Associated Bank NA CD
Bank/brokerage account · Spouse
None
AESI
Atlas Energy Solutions Inc. Common Stock · Stock (public) · Spouse
$100,001 - $250,000
BAC
Bank of America · Bank/brokerage account · Joint
$1,001 - $15,000
Fidelity Education Account - NH Portfolio 2027
Other · DC
$100,001 - $250,000
Fidelity Education Account - NH Portfolio 2030
Other · DC
$100,001 - $250,000
Fifth Third Bank NA CD
Bank/brokerage account · Spouse
None
Frost Bank
Bank/brokerage account · Joint
$50,001 - $100,000
CASH
Frost Bank Custodial Savings Account · Bank/brokerage account · DC
$1,001 - $15,000
CASH
Frost Bank Custodial Savings Account · Bank/brokerage account · DC
$1,001 - $15,000
VTTHX
Fund (VDIGX) [MF] Vanguard Target Retirement 2035 Fund · Mutual fund · Spouse
$1,001 - $15,000
GNMA Investor
Mutual fund
$1,001 - $15,000
GNMA Investor
Mutual fund · Spouse
$1,001 - $15,000
IndexSelect Moderate 2045 Fund
Mutual fund · Spouse
$15,001 - $50,000
Invesco OFi Portfolio Series Moderate Investor Fund
Mutual fund · DC
$1,001 - $15,000
T. Rowe Price Retirement 2040 Fund - I Class (TRHDX)
· Spouse
$15,001 - $50,000
Texas County Retirement
Private equity fund
$1,001 - $15,000
Texas ERS
Private equity fund
$15,001 - $50,000
US Senate Federal Credit Union
Bank/brokerage account
$1,001 - $15,000
VFIAX
Vanguard 500 Index Fd Admiral Shs · Mutual fund · Spouse
$1,001 - $15,000
VFIAX
Vanguard 500 Index Fd Admiral Shs · Mutual fund · Joint
$1 - $1,000
Vanguard Cash Plus Account
Bank/brokerage account · Joint
$100,001 - $250,000
Vanguard Equity Income
Mutual fund · Spouse
$1,001 - $15,000
VEIPX
Vanguard Equity Income Pt · Mutual fund · Joint
$1,001 - $15,000
Vanguard Federal Money Market Fund
Mutual fund · Spouse
$15,001 - $50,000
Vanguard Federal Money Market Fund
Mutual fund · Joint
$1,001 - $15,000
Vanguard Global Capital Cycles Fund Investor Shares
· Spouse
$15,001 - $50,000
Vanguard Intermediate Term Investment Grade
Mutual fund
$1,001 - $15,000
Vanguard Intermediate Term Investment Grade
Mutual fund · Spouse
$1,001 - $15,000
Vanguard Short Term Investment Grade
Mutual fund
$15,001 - $50,000
Vanguard Short-Term Investment Grade Fund Investor Shrs
· Spouse
$1,001 - $15,000
Vanguard Specialized Portfolios Energy Fund (VGENX)
· Spouse
$15,001 - $50,000
Vanguard Wellesley Income
Mutual fund
$15,001 - $50,000
Vanguard Wellesley Income
Mutual fund · Spouse
$50,001 - $100,000
VWINX
Vanguard Wellesley Income Fund · Mutual fund · Joint
$1,001 - $15,000
Vanguard Wellington Income
Mutual fund
$15,001 - $50,000
Vanguard Wellington Investor
Mutual fund · Spouse
$1,001 - $15,000
Veritex Comm Bank CD
Bank/brokerage account · Spouse
None
[MF] Texa$aver 401(k) - BlackRock LifePath Index 2035 F
Other
$1,001 - $15,000
[MF] Vanguard Specialized Portfolios, Vanguard Dividend Growth
· Spouse
$15,001 - $50,000