Thomas J Vilsack
Municipal bond for Iowa Board of Regents-University of Iowa Hospital × 1 view in graph
1trades · $32.5K est.
100%
disclosed on time
$4.4Mest. assets · Annual (2024)
Since nomination
Nominee 278 (01/08/2021) vs Annual (2024)Divested
13 positions · $128.5K est.| Asset | Account | Owner | Value at nomination |
|---|---|---|---|
| Fidelity 500 Index | Employment assets | Self | $15K – $50K |
| Invesco Corporate Bond Fund ACCHX | Employment assets | Self | $1K – $15K |
| Virtus Vontobel Emerging Markets Opportunities Fund HIEMX | Other assets | — | $1K – $15K |
| Metropolitan West Total Return Bond Fund MWTIX | Other assets | — | $1K – $15K |
| Champlain Small Company Fund CIPNX | Other assets | — | $1K – $15K |
| PIMCO Emerging Markets Bond Fund PEBIX | Other assets | — | $1K – $15K |
| Goldman Sachs Financial Square Treasury Instruments Fund FTIXX | Other assets | — | $1K – $15K |
| American Funds Washington Mutual Investors Fund WMFFX | Other assets | — | $1K – $15K |
| Invesco Corporate Bond Fund Class Y ACCHX | Other assets | — | $1K – $15K |
| Marion IA UrbaN RENEW SER D B/E Bond | Other assets | — | $1K – $15K |
| State Univ IA Rev Bond | Other assets | — | $1K – $15K |
| State Univ IA Rev Bond | Other assets | — | $1K – $15K |
| University North IA Rev Bond | Other assets | — | $1K – $15K |
Still holds
53 positions · $3.7M est.| Asset | Account | Owner | At nomination | Latest value |
|---|---|---|---|---|
| Farmland (rented), Davis County, Iowa | Other assets | — | $1M – $5M | $1M – $5M |
| Dodge and Cox Income Fund | Employment assets | Self | $50K – $100K | $50K – $100K |
| Principal Div Real Asset | Employment assets | Self | $50K – $100K | $50K – $100K |
| U.S. bank (cash) | Other assets | — | $50K – $100K | $50K – $100K |
| U.S. bank (Certificates of Deposit) | Other assets | — | $50K – $100K | $50K – $100K |
| Fidelity US Bond Index | Employment assets | Self | $15K – $50K | $15K – $50K |
| U.S. Bancorp USB | Other assets | — | $15K – $50K | $15K – $50K |
| State Univ IA Univ Rev Bond | Other assets | — | $15K – $50K | $15K – $50K |
| Vanguard Growth VUG | Other assets | — | $15K – $50K | $15K – $50K |
| T. Rowe Price Large Cap Growth | Employment assets | Self | $1K – $15K | $15K – $50K |
| Coralville IA Bond | Other assets | — | $1K – $15K | $15K – $50K |
| U.S. Money Market Account (cash) | Employment assets | Self | $1K – $15K | $1K – $15K |
| Columbia Overseas Value Fund COSSX | Employment assets | Self | $1K – $15K | $1K – $15K |
| John Hancock Disciplined Value JVMIX | Employment assets | Self | $1K – $15K | $1K – $15K |
| Principal Midcap PCBIX | Employment assets | Self | $1K – $15K | $1K – $15K |
| DFA US Large Cap Val | Employment assets | Self | $1K – $15K | $1K – $15K |
| Columbia Overseas Value Fund COSXX | Spouse's assets | Spouse | $1K – $15K | $1K – $15K |
| Fidelity MidCap Index Fund FSMDX | Spouse's assets | Spouse | $1K – $15K | $1K – $15K |
| John Hancock Disciplined Value Mid Cap JVMIX | Spouse's assets | Spouse | $1K – $15K | $1K – $15K |
| Principal Midcap Fund PCBIX | Spouse's assets | Spouse | $1K – $15K | $1K – $15K |
| Touchstone Mid Cap Value Fund TCVYX | Other assets | — | $1K – $15K | $1K – $15K |
| Lazard US Equity Concentrated Portfolio Fund LEVIX | Other assets | — | $1K – $15K | $1K – $15K |
| U.S. Brokerage Money Market Account (cash) | Other assets | — | $1K – $15K | $1K – $15K |
| Columbia Overseas Value Fund COSSX | Other assets | — | $1K – $15K | $1K – $15K |
| State Univ IA Rev RFDG Bond | Other assets | — | $1K – $15K | $1K – $15K |
| University NORTH IA Bond | Other assets | — | $1K – $15K | $1K – $15K |
| Iowa High Ed Ln Auth Bond | Other assets | — | $1K – $15K | $1K – $15K |
| State Univ IA Athletic Rev Bond | Other assets | — | $1K – $15K | $1K – $15K |
| Invesco QQQ | Other assets | — | $1K – $15K | $1K – $15K |
| New York Life (whole life insurance policy) | Other assets | — | $1K – $15K | $1K – $15K |
| Columbia Mortgage Opportunities Fund Institutional 2 Class Shares CLMVX | Employment assets | Self | $1K – $15K | $1K – $15K |
| Federated Kaufmann Small Cap Fund Institutional Class Shares FKAIX | Employment assets | Self | $1K – $15K | $1K – $15K |
| Fidelity Advisor International Small Cap Fund Class I Shares FIXIX | Employment assets | Self | $1K – $15K | $1K – $15K |
| Fidelity Advisor International Capital Appreciation Fund Class I Shares FCPIX | Employment assets | Self | $1K – $15K | $1K – $15K |
| Victory SophusEmerging Markets Fund Class Y Shares RSENX | Spouse's assets | Spouse | $1K – $15K | $1K – $15K |
| DFA Global Real Estate DFGEX | Employment assets | Self | $1K – $15K | Under $1K |
| Fidelity Real Estate Index Fund FSRNX | Employment assets | Self | $1K – $15K | Under $1K |
| Lord Abbett Short Duration LDLFX | Employment assets | Self | $1K – $15K | Under $1K |
| Pimco International Bond Fund PFUPX | Employment assets | Self | $1K – $15K | Under $1K |
| Pimco Long Term Real Return PRTPX | Employment assets | Self | $1K – $15K | Under $1K |
| Eaton Vance Short Duration EILDX | Spouse's assets | Spouse | $1K – $15K | Under $1K |
| JP Morgan Small Cap Equity Fund VSEIX | Other assets | — | $1K – $15K | Under $1K |
| Aberdeen Emerging Markets Fund ABEMX | Other assets | — | $1K – $15K | Under $1K |
| Credit Suisse Commodity Return Strategy Fund CRSOX | Other assets | — | $1K – $15K | Under $1K |
| Eaton Vance Income Fund of Boston Fund EIBIX | Other assets | — | $1K – $15K | Under $1K |
| Edgewood Growth Fund EGFIX | Other assets | — | $1K – $15K | Under $1K |
| Hartford Mid Cap Fund HFMIX | Other assets | — | $1K – $15K | Under $1K |
| Lazard International Equity Portfolio Fund LZIEX | Other assets | — | $1K – $15K | Under $1K |
| Columbia Mortgage Opportunities Fund Institutional 2 Class CLMVX | Other assets | — | $1K – $15K | Under $1K |
| DFA Global Real Estate DFGEX | Other assets | — | $1K – $15K | Under $1K |
| Eaton Vance Short Duration Government Income Fund Class I Shares EILDX | Employment assets | Self | $1K – $15K | Under $1K |
| Fidelity Mid Cap Index Fund FSMDX | Other assets | — | $1K – $15K | Under $1K |
| Vanguard Long-Term Treasury Index Fund Admiral Class Shares VLGSX | Employment assets | Self | $1K – $15K | Under $1K |
New positions
97 positions · $656.5K est.| Asset | Account | Owner | Latest value |
|---|---|---|---|
| Fidelity 500 Index Fund | Employment assets | Self | $15K – $50K |
| Thornburg Limited Term Municipal Fund Class | Employment assets | Self | $15K – $50K |
| Municipal Bond for Iowa Board of Regents- University of Iowa Hospital | Other assets | — | $15K – $50K |
| Nuveen Intermediate Duration Municipal Bond Fund Class I Shares NUVBX | Other assets | — | $15K – $50K |
| Columbia Overseas Value Fund | Employment assets | Self | $1K – $15K |
| AB Municipal Bond Int'l Strategies Ad Fund | Employment assets | Self | $1K – $15K |
| Delaware Small Cap Value Insel OL Fund | Employment assets | Self | $1K – $15K |
| DFA US Large Cap Value Portfolio Institutional Class Fund | Employment assets | Self | $1K – $15K |
| Eaton Vance Emerging Markets Local Income Fund | Employment assets | Self | $1K – $15K |
| First Trust Cboe Vest US Equity Deep Buffer ETF (Exchange Traded Fund) | Spouse's assets | Spouse | $1K – $15K |
| First Trust Exchange-Traded Fund VIII FT CBOE VEST U S Equity Deep Buffer ETF | Other assets | — | $1K – $15K |
| First Trust Exchange Traded Fund VIII CBOE VEST International Equity Buffer ETF | Other assets | — | $1K – $15K |
| IA Advisor 529 Account - Age 11-15 Option Class A Voya International Index Option | Other assets | — | $1K – $15K |
| Fidelity 500 Index Fund FXAIX | Spouse's assets | Spouse | $1K – $15K |
| Columbia Mortgage Opportunities Fund Institutional 2 Class Shares CLMVX | Spouse's assets | Spouse | $1K – $15K |
| Eaton Vance Emerging Markets Local Income Fund Class I Shares EEIIX | Employment assets | Self | $1K – $15K |
| Eaton Vance Emerging Markets Local Income Fund Class I Shares EEIIX | Spouse's assets | Spouse | $1K – $15K |
| Eaton Vance Emerging Markets Local Income Fund Class I Shares EEIIX | Other assets | — | $1K – $15K |
| Federated Kaufmann Small Cap Fund Institutional Class Shares FKAIX | Spouse's assets | Spouse | $1K – $15K |
| Federated Kaufmann Small Cap Fund Institutional Class Shares FKAIX | Other assets | — | $1K – $15K |
| FT Cboe Vest US Equity Deep Buffer ETF - August DAUG | Employment assets | Self | $1K – $15K |
| FT Cboe Vest US Equity Deep Buffer ETF - August DAUG | Spouse's assets | Spouse | $1K – $15K |
| FT Cboe Vest US Equity Deep Buffer ETF - August DAUG | Other assets | — | $1K – $15K |
| Principal Global Real Estate Securities Fund Institutional Class Shares POSIX | Employment assets | Self | $1K – $15K |
| Principal Global Real Estate Securities Fund POSIX | Spouse's assets | Spouse | $1K – $15K |
| PIMCO International Bond Fund (US Dollar- Hedged) Class I-2 Shares PFBPX | Employment assets | Self | $1K – $15K |
| PIMCO International Bond Fund (US Dollar- Hedged) Class I-2 Shares PFBPX | Spouse's assets | Spouse | $1K – $15K |
| PIMCO International Bond Fund (U.S. Dollar- Hedged) I-2 PFBPX | Other assets | — | $1K – $15K |
| JPMorgan Growth and Income Fund Class I Shares VGIIX | Employment assets | Self | $1K – $15K |
| JPMorgan Growth and Income Fund Class I Shares VGIIX | Spouse's assets | Spouse | $1K – $15K |
| JPMorgan Growth and Income Fund Class I Shares VGIIX | Other assets | — | $1K – $15K |
| Federated Short-Term Income Fund Institutional Shares FSTYX | Employment assets | Self | $1K – $15K |
| Federated Short-Term Income Fund Institutional Shares FSTYX | Spouse's assets | Spouse | $1K – $15K |
| Fidelity Advisor International Capital Appreciation Fund Class I Shares FCPIX | Spouse's assets | Spouse | $1K – $15K |
| Fidelity Advisor International Capital Appreciation Fund Class I Shares FCPIX | Other assets | — | $1K – $15K |
| MFS Growth Fund Class I Shares MFEIX | Employment assets | Self | $1K – $15K |
| MFS Growth Fund Class I Shares MFEIX | Spouse's assets | Spouse | $1K – $15K |
| MFS Growth Fund Class I Shares MFEIX | Other assets | — | $1K – $15K |
| Invesco Oppenheimer Total Return Bond Fund Class Y Shares OPBYX | Employment assets | Self | $1K – $15K |
| Invesco Oppenheimer Total Return Bond Fund Class Y Shares OPBYX | Spouse's assets | Spouse | $1K – $15K |
| Parametric Commodity Strategy Fund Institutional Class Shares EIPCX | Employment assets | Self | $1K – $15K |
| Parametric Commodity Strategy Fund Institutional Class Shares EIPCX | Spouse's assets | Spouse | $1K – $15K |
| John Hancock Investment Grade Bond Fund Class I Shares TIUSX | Employment assets | Self | $1K – $15K |
| John Hancock Investment Grade Bond Fund Class I Shares TIUSX | Spouse's assets | Spouse | $1K – $15K |
| Fidelity Long-Term Treasury Bond Index Fund FNBGX | Employment assets | Self | $1K – $15K |
| Fidelity Long-Term Treasury Bond Index Fund FNBGX | Spouse's assets | Spouse | $1K – $15K |
| Fidelity Advisor International Small Cap Fund Class I Shares FIXIX | Other assets | — | $1K – $15K |
| Eaton Vance Floating-Rate Fund Institutional Class Shares EIBLX | Employment assets | Self | $1K – $15K |
| Eaton Vance Floating-Rate Fund Institutional Class Shares EIBLX | Spouse's assets | Spouse | $1K – $15K |
| Fidelity Advisor Investment Grade Bond Fund Class I Shares FGBPX | Spouse's assets | Spouse | $1K – $15K |
| Federated Institutional High Yield Bond Fund Institutional Shares FIHBX | Spouse's assets | Spouse | $1K – $15K |
| Fidelity International Index Fund FSPSX | Spouse's assets | Spouse | $1K – $15K |
| John Hancock Bond Fund Class I Shares JHBIX | Spouse's assets | Spouse | $1K – $15K |
| John Hancock Funds III Disciplined Value Mid Cap Fund Institutional Class Shares JVMIX | Spouse's assets | Spouse | $1K – $15K |
| John Hancock Funds III Disciplined Value Mid Cap Fund Institutional Class Shares JVMIX | Other assets | — | $1K – $15K |
| Victory SophusEmerging Markets Fund Class Y Shares RSENX | Other assets | — | $1K – $15K |
| US Large Cap Value Portfolio Institutional Class Shares DFLVX | Other assets | — | $1K – $15K |
| Fidelity Advisor Small Cap Growth Fund Class I Shares FCIGX | Other assets | — | $1K – $15K |
| PIA High Yield Fund Institutional Class Shares PHYSX | Other assets | — | $1K – $15K |
| Columbia Small Cap Value Fund I Institutional 2 Class Shares CUURX | Other assets | — | $1K – $15K |
| FT Cboe Vest International Equity Buffer ETF - March FT Cboe Vest International Equity Buffer ETF - March YMAR | Other assets | — | $1K – $15K |
| Vanguard Mid-Cap Index Fund Admiral Shares VIMAX | Other assets | — | $1K – $15K |
| Emerging Markets Portfolio Institutional Class Shares DFEMX | Other assets | — | $1K – $15K |
| BNY Mellon International Core Equity Fund Class I Shares DIERX | Other assets | — | $1K – $15K |
| Nuveen Limited Term Municipal Bond Fund Class I Shares FLTRX | Other assets | — | $1K – $15K |
| MFS Mid Cap Growth Fund Class I Shares OTCIX | Other assets | — | $1K – $15K |
| JPMorgan Large Cap Growth Fund Class I Shares SEEGX | Other assets | — | $1K – $15K |
| Thornburg Intermediate Municipal Fund Class I Shares THMIX | Other assets | — | $1K – $15K |
| IA Advisor 529 Account - Age 11-15 Option Class A Voya International Index Option | Other assets | — | Under $1K |
| Trivalent International Small Cap CL Fund | Employment assets | Self | Under $1K |
| Hancock Classic Value Fund | Other assets | — | Under $1K |
| IA Advisor 529 Account - Age 6-10 Option Class A Voya Intermediate Bond Option | Other assets | — | Under $1K |
| IA Advisor 529 Account - Age 6-10 Option Class A Voya Intermediate Bond Option | Other assets | — | Under $1K |
| IA Advisor 529 Account - Age 0-5 Option Class A Voya Government Money Market Option | Other assets | — | Under $1K |
| Fidelity Advisor International Small Cap Fund Class I Shares FIXIX | Spouse's assets | Spouse | Under $1K |
| Victory SophusEmerging Markets Fund Class Y Shares RSENX | Employment assets | Self | Under $1K |
| Fidelity Advisor Small Cap Growth Fund Class I Shares FCIGX | Spouse's assets | Spouse | Under $1K |
| Columbia Small Cap Value Fund I Institutional 2 Class Shares CUURX | Employment assets | Self | Under $1K |
| Columbia Small Cap Value Fund I Institutional 2 Class Shares CUURX | Spouse's assets | Spouse | Under $1K |
| Delaware Small Cap Value Fund Institutional Class Shares DEVIX | Employment assets | Self | Under $1K |
| Delaware Small Cap Value Fund Institutional Class Shares DEVIX | Spouse's assets | Spouse | Under $1K |
| Eaton Vance Floating-Rate Advantage Fund Class I Shares EIFAX | Employment assets | Self | Under $1K |
| Eaton Vance Floating-Rate Advantage Fund Class I Shares EIFAX | Spouse's assets | Spouse | Under $1K |
| Invesco Conservative Income Fund Class Y Shares ICIYX | Employment assets | Self | Under $1K |
| Invesco Conservative Income Fund Class Y Shares ICIYX | Spouse's assets | Spouse | Under $1K |
| John Hancock Government Income Fund Class I Shares JGIFX | Employment assets | Self | Under $1K |
| John Hancock Government Income Fund Class I Shares JGIFX | Spouse's assets | Spouse | Under $1K |
| Eaton Vance Short Duration Inflation- Protected Income Fund Class I Shs EIRRX | Employment assets | Self | Under $1K |
| Eaton Vance Short Duration Inflation- Protected Income Fund Class I Shs EIRRX | Spouse's assets | Spouse | Under $1K |
| Eaton Vance Short Duration Government Income Fund Class I Shares EILDX | Other assets | — | Under $1K |
| Vanguard Long-Term Treasury Index Fund Admiral Class Shares VLGSX | Spouse's assets | Spouse | Under $1K |
| Victory Trivalent International Small-Cap Fund Class I Shares MISIX | Spouse's assets | Spouse | Under $1K |
| AB Municipal Bond Inflation Strategy Advisor Class Shs AUNYX | Other assets | — | Under $1K |
| US Small Cap Value Portfolio Institutional Class Shares DFSVX | Other assets | — | Under $1K |
| John Hancock Funds III International Growth Fund Class I Shares GOGIX | Other assets | — | Under $1K |
| Thornburg Limited Term Municipal Fund Class I Shares LTMIX | Other assets | — | Under $1K |
| BNY MellonGlobal Fixed Income Fund Class I Shares SDGIX | Other assets | — | Under $1K |
Positions are matched between the two reports by exact name, first within the same account, then across accounts, then by ticker; rows matching nothing are listed as divested or new. Estimates are band midpoints.
Stock trades
| Asset | Type | Amount | Owner | Traded | Disclosed |
|---|---|---|---|---|---|
| Municipal bond for Iowa Board of Regents-University of Iowa Hospital | Buy | $15K – $50K | Self | Nov 20, 2023 | filing ↗ |
Asset holdings
Annual (2024) · filed —| Account or section | Positions | Est. value |
|---|---|---|
| Other assets | 74 | $3.6M |
| Employment assets | 50 | $495.5K |
| Spouse's assets | 40 | $221.5K |
All positions
159 positions| Asset | Account | Owner | Value | Income |
|---|---|---|---|---|
| Farmland (rented), Davis County, Iowa | Other assets | — | $1M – $5M | Rent or Royalties · $50K – $100K |
| Dodge and Cox Income Fund | Employment assets | Self | $50K – $100K | — |
| Principal Div Real Asset | Employment assets | Self | $50K – $100K | — |
| U.S. bank (cash) | Other assets | — | $50K – $100K | — |
| U.S. bank (Certificates of Deposit) | Other assets | — | $50K – $100K | Interest · $201 – $1K |
| Fidelity US Bond Index | Employment assets | Self | $15K – $50K | — |
| Fidelity 500 Index Fund | Employment assets | Self | $15K – $50K | — |
| T. Rowe Price Large Cap Growth | Employment assets | Self | $15K – $50K | — |
| Thornburg Limited Term Municipal Fund Class | Employment assets | Self | $15K – $50K | $201 – $1K |
| Nuveen Intermediate Duration Municipal Bond Fund Class I Shares NUVBX | Other assets | — | $15K – $50K | $201 – $1K |
| U.S. Bancorp USB | Other assets | — | $15K – $50K | Dividends · $201 – $1K |
| State Univ IA Univ Rev Bond | Other assets | — | $15K – $50K | Interest · $201 – $1K |
| Coralville IA Bond | Other assets | — | $15K – $50K | Interest · $201 – $1K |
| Vanguard Growth VUG | Other assets | — | $15K – $50K | — |
| Municipal Bond for Iowa Board of Regents- University of Iowa Hospital | Other assets | — | $15K – $50K | — |
| U.S. Money Market Account (cash) | Employment assets | Self | $1K – $15K | — |
| Columbia Overseas Value Fund COSSX | Employment assets | Self | $1K – $15K | — |
| John Hancock Disciplined Value JVMIX | Employment assets | Self | $1K – $15K | — |
| Principal Midcap PCBIX | Employment assets | Self | $1K – $15K | — |
| Columbia Mortgage Opportunities Fund Institutional 2 Class Shares CLMVX | Employment assets | Self | $1K – $15K | — |
| Eaton Vance Emerging Markets Local Income Fund Class I Shares EEIIX | Employment assets | Self | $1K – $15K | — |
| Federated Kaufmann Small Cap Fund Institutional Class Shares FKAIX | Employment assets | Self | $1K – $15K | — |
| FT Cboe Vest US Equity Deep Buffer ETF - August DAUG | Employment assets | Self | $1K – $15K | — |
| Principal Global Real Estate Securities Fund Institutional Class Shares POSIX | Employment assets | Self | $1K – $15K | — |
| PIMCO International Bond Fund (US Dollar- Hedged) Class I-2 Shares PFBPX | Employment assets | Self | $1K – $15K | — |
| JPMorgan Growth and Income Fund Class I Shares VGIIX | Employment assets | Self | $1K – $15K | — |
| Federated Short-Term Income Fund Institutional Shares FSTYX | Employment assets | Self | $1K – $15K | — |
| Fidelity Advisor International Capital Appreciation Fund Class I Shares FCPIX | Employment assets | Self | $1K – $15K | — |
| MFS Growth Fund Class I Shares MFEIX | Employment assets | Self | $1K – $15K | — |
| Invesco Oppenheimer Total Return Bond Fund Class Y Shares OPBYX | Employment assets | Self | $1K – $15K | — |
| Parametric Commodity Strategy Fund Institutional Class Shares EIPCX | Employment assets | Self | $1K – $15K | — |
| John Hancock Investment Grade Bond Fund Class I Shares TIUSX | Employment assets | Self | $1K – $15K | — |
| Fidelity Long-Term Treasury Bond Index Fund FNBGX | Employment assets | Self | $1K – $15K | — |
| Fidelity Advisor International Small Cap Fund Class I Shares FIXIX | Employment assets | Self | $1K – $15K | — |
| Eaton Vance Floating-Rate Fund Institutional Class Shares EIBLX | Employment assets | Self | $1K – $15K | — |
| DFA US Large Cap Val | Employment assets | Self | $1K – $15K | — |
| AB Municipal Bond Int'l Strategies Ad Fund | Employment assets | Self | $1K – $15K | — |
| Columbia Overseas Value Fund | Employment assets | Self | $1K – $15K | — |
| Delaware Small Cap Value Insel OL Fund | Employment assets | Self | $1K – $15K | — |
| DFA US Large Cap Value Portfolio Institutional Class Fund | Employment assets | Self | $1K – $15K | — |
| Eaton Vance Emerging Markets Local Income Fund | Employment assets | Self | $1K – $15K | — |
| Columbia Overseas Value Fund COSXX | Spouse's assets | Spouse | $1K – $15K | — |
| Fidelity MidCap Index Fund FSMDX | Spouse's assets | Spouse | $1K – $15K | — |
| John Hancock Disciplined Value Mid Cap JVMIX | Spouse's assets | Spouse | $1K – $15K | — |
| Principal Midcap Fund PCBIX | Spouse's assets | Spouse | $1K – $15K | — |
| Principal Global Real Estate Securities Fund POSIX | Spouse's assets | Spouse | $1K – $15K | — |
| Columbia Mortgage Opportunities Fund Institutional 2 Class Shares CLMVX | Spouse's assets | Spouse | $1K – $15K | — |
| FT Cboe Vest US Equity Deep Buffer ETF - August DAUG | Spouse's assets | Spouse | $1K – $15K | — |
| First Trust Cboe Vest US Equity Deep Buffer ETF (Exchange Traded Fund) | Spouse's assets | Spouse | $1K – $15K | — |
| Eaton Vance Emerging Markets Local Income Fund Class I Shares EEIIX | Spouse's assets | Spouse | $1K – $15K | — |
| Fidelity Advisor International Capital Appreciation Fund Class I Shares FCPIX | Spouse's assets | Spouse | $1K – $15K | — |
| Fidelity Advisor Investment Grade Bond Fund Class I Shares FGBPX | Spouse's assets | Spouse | $1K – $15K | — |
| Federated Institutional High Yield Bond Fund Institutional Shares FIHBX | Spouse's assets | Spouse | $1K – $15K | — |
| Fidelity International Index Fund FSPSX | Spouse's assets | Spouse | $1K – $15K | — |
| Federated Short-Term Income Fund Institutional Shares FSTYX | Spouse's assets | Spouse | $1K – $15K | — |
| Fidelity 500 Index Fund FXAIX | Spouse's assets | Spouse | $1K – $15K | — |
| John Hancock Bond Fund Class I Shares JHBIX | Spouse's assets | Spouse | $1K – $15K | — |
| John Hancock Funds III Disciplined Value Mid Cap Fund Institutional Class Shares JVMIX | Spouse's assets | Spouse | $1K – $15K | — |
| Victory SophusEmerging Markets Fund Class Y Shares RSENX | Spouse's assets | Spouse | $1K – $15K | — |
| JPMorgan Growth and Income Fund Class I Shares VGIIX | Spouse's assets | Spouse | $1K – $15K | — |
| Federated Kaufmann Small Cap Fund Institutional Class Shares FKAIX | Spouse's assets | Spouse | $1K – $15K | — |
| MFS Growth Fund Class I Shares MFEIX | Spouse's assets | Spouse | $1K – $15K | — |
| PIMCO International Bond Fund (US Dollar- Hedged) Class I-2 Shares PFBPX | Spouse's assets | Spouse | $1K – $15K | — |
| Invesco Oppenheimer Total Return Bond Fund Class Y Shares OPBYX | Spouse's assets | Spouse | $1K – $15K | — |
| Parametric Commodity Strategy Fund Institutional Class Shares EIPCX | Spouse's assets | Spouse | $1K – $15K | — |
| John Hancock Investment Grade Bond Fund Class I Shares TIUSX | Spouse's assets | Spouse | $1K – $15K | — |
| Fidelity Long-Term Treasury Bond Index Fund FNBGX | Spouse's assets | Spouse | $1K – $15K | — |
| Eaton Vance Floating-Rate Fund Institutional Class Shares EIBLX | Spouse's assets | Spouse | $1K – $15K | — |
| Touchstone Mid Cap Value Fund TCVYX | Other assets | — | $1K – $15K | — |
| Lazard US Equity Concentrated Portfolio Fund LEVIX | Other assets | — | $1K – $15K | — |
| US Large Cap Value Portfolio Institutional Class Shares DFLVX | Other assets | — | $1K – $15K | — |
| Fidelity Advisor Small Cap Growth Fund Class I Shares FCIGX | Other assets | — | $1K – $15K | — |
| Victory SophusEmerging Markets Fund Class Y Shares RSENX | Other assets | — | $1K – $15K | — |
| PIA High Yield Fund Institutional Class Shares PHYSX | Other assets | — | $1K – $15K | — |
| Columbia Small Cap Value Fund I Institutional 2 Class Shares CUURX | Other assets | — | $1K – $15K | — |
| FT Cboe Vest International Equity Buffer ETF - March FT Cboe Vest International Equity Buffer ETF - March YMAR | Other assets | — | $1K – $15K | — |
| Eaton Vance Emerging Markets Local Income Fund Class I Shares EEIIX | Other assets | — | $1K – $15K | — |
| Vanguard Mid-Cap Index Fund Admiral Shares VIMAX | Other assets | — | $1K – $15K | — |
| PIMCO International Bond Fund (U.S. Dollar- Hedged) I-2 PFBPX | Other assets | — | $1K – $15K | — |
| U.S. Brokerage Money Market Account (cash) | Other assets | — | $1K – $15K | — |
| Columbia Overseas Value Fund COSSX | Other assets | — | $1K – $15K | — |
| FT Cboe Vest US Equity Deep Buffer ETF - August DAUG | Other assets | — | $1K – $15K | — |
| Emerging Markets Portfolio Institutional Class Shares DFEMX | Other assets | — | $1K – $15K | — |
| BNY Mellon International Core Equity Fund Class I Shares DIERX | Other assets | — | $1K – $15K | — |
| First Trust Exchange-Traded Fund VIII FT CBOE VEST U S Equity Deep Buffer ETF | Other assets | — | $1K – $15K | — |
| Fidelity Advisor International Capital Appreciation Fund Class I Shares FCPIX | Other assets | — | $1K – $15K | — |
| Fidelity Advisor International Small Cap Fund Class I Shares FIXIX | Other assets | — | $1K – $15K | — |
| Federated Kaufmann Small Cap Fund Institutional Class Shares FKAIX | Other assets | — | $1K – $15K | — |
| Nuveen Limited Term Municipal Bond Fund Class I Shares FLTRX | Other assets | — | $1K – $15K | — |
| John Hancock Funds III Disciplined Value Mid Cap Fund Institutional Class Shares JVMIX | Other assets | — | $1K – $15K | — |
| MFS Growth Fund Class I Shares MFEIX | Other assets | — | $1K – $15K | — |
| MFS Mid Cap Growth Fund Class I Shares OTCIX | Other assets | — | $1K – $15K | — |
| JPMorgan Large Cap Growth Fund Class I Shares SEEGX | Other assets | — | $1K – $15K | — |
| Thornburg Intermediate Municipal Fund Class I Shares THMIX | Other assets | — | $1K – $15K | — |
| JPMorgan Growth and Income Fund Class I Shares VGIIX | Other assets | — | $1K – $15K | — |
| First Trust Exchange Traded Fund VIII CBOE VEST International Equity Buffer ETF | Other assets | — | $1K – $15K | — |
| State Univ IA Rev RFDG Bond | Other assets | — | $1K – $15K | — |
| University NORTH IA Bond | Other assets | — | $1K – $15K | Interest · $201 – $1K |
| Iowa High Ed Ln Auth Bond | Other assets | — | $1K – $15K | Interest · $201 – $1K |
| State Univ IA Athletic Rev Bond | Other assets | — | $1K – $15K | Interest · $201 – $1K |
| Invesco QQQ | Other assets | — | $1K – $15K | — |
| New York Life (whole life insurance policy) | Other assets | — | $1K – $15K | — |
| IA Advisor 529 Account - Age 11-15 Option Class A Voya International Index Option | Other assets | — | $1K – $15K | — |
| DFA Global Real Estate DFGEX | Employment assets | Self | Under $1K | — |
| Fidelity Real Estate Index Fund FSRNX | Employment assets | Self | Under $1K | — |
| Lord Abbett Short Duration LDLFX | Employment assets | Self | Under $1K | — |
| Pimco International Bond Fund PFUPX | Employment assets | Self | Under $1K | — |
| Pimco Long Term Real Return PRTPX | Employment assets | Self | Under $1K | — |
| Delaware Small Cap Value Fund Institutional Class Shares DEVIX | Employment assets | Self | Under $1K | — |
| Eaton Vance Floating-Rate Advantage Fund Class I Shares EIFAX | Employment assets | Self | Under $1K | — |
| Invesco Conservative Income Fund Class Y Shares ICIYX | Employment assets | Self | Under $1K | — |
| John Hancock Government Income Fund Class I Shares JGIFX | Employment assets | Self | Under $1K | — |
| Eaton Vance Short Duration Inflation- Protected Income Fund Class I Shs EIRRX | Employment assets | Self | Under $1K | — |
| Eaton Vance Short Duration Government Income Fund Class I Shares EILDX | Employment assets | Self | Under $1K | — |
| Vanguard Long-Term Treasury Index Fund Admiral Class Shares VLGSX | Employment assets | Self | Under $1K | — |
| Victory SophusEmerging Markets Fund Class Y Shares RSENX | Employment assets | Self | Under $1K | — |
| Columbia Small Cap Value Fund I Institutional 2 Class Shares CUURX | Employment assets | Self | Under $1K | — |
| Trivalent International Small Cap CL Fund | Employment assets | Self | Under $1K | — |
| Eaton Vance Short Duration EILDX | Spouse's assets | Spouse | Under $1K | — |
| Delaware Small Cap Value Fund Institutional Class Shares DEVIX | Spouse's assets | Spouse | Under $1K | — |
| Eaton Vance Floating-Rate Advantage Fund Class I Shares EIFAX | Spouse's assets | Spouse | Under $1K | — |
| Eaton Vance Short Duration Inflation- Protected Income Fund Class I Shs EIRRX | Spouse's assets | Spouse | Under $1K | — |
| Fidelity Advisor Small Cap Growth Fund Class I Shares FCIGX | Spouse's assets | Spouse | Under $1K | — |
| Invesco Conservative Income Fund Class Y Shares ICIYX | Spouse's assets | Spouse | Under $1K | — |
| John Hancock Government Income Fund Class I Shares JGIFX | Spouse's assets | Spouse | Under $1K | — |
| Victory Trivalent International Small-Cap Fund Class I Shares MISIX | Spouse's assets | Spouse | Under $1K | — |
| Vanguard Long-Term Treasury Index Fund Admiral Class Shares VLGSX | Spouse's assets | Spouse | Under $1K | — |
| Columbia Small Cap Value Fund I Institutional 2 Class Shares CUURX | Spouse's assets | Spouse | Under $1K | — |
| Fidelity Advisor International Small Cap Fund Class I Shares FIXIX | Spouse's assets | Spouse | Under $1K | — |
| JP Morgan Small Cap Equity Fund VSEIX | Other assets | — | Under $1K | — |
| Aberdeen Emerging Markets Fund ABEMX | Other assets | — | Under $1K | — |
| Credit Suisse Commodity Return Strategy Fund CRSOX | Other assets | — | Under $1K | — |
| Eaton Vance Income Fund of Boston Fund EIBIX | Other assets | — | Under $1K | — |
| Edgewood Growth Fund EGFIX | Other assets | — | Under $1K | — |
| Hartford Mid Cap Fund HFMIX | Other assets | — | Under $1K | $201 – $1K |
| Lazard International Equity Portfolio Fund LZIEX | Other assets | — | Under $1K | — |
| Hancock Classic Value Fund | Other assets | — | Under $1K | — |
| AB Municipal Bond Inflation Strategy Advisor Class Shs AUNYX | Other assets | — | Under $1K | — |
| Fidelity Mid Cap Index Fund FSMDX | Other assets | — | Under $1K | — |
| Columbia Mortgage Opportunities Fund Institutional 2 Class CLMVX | Other assets | — | Under $1K | — |
| DFA Global Real Estate DFGEX | Other assets | — | Under $1K | — |
| US Small Cap Value Portfolio Institutional Class Shares DFSVX | Other assets | — | Under $1K | — |
| Eaton Vance Short Duration Government Income Fund Class I Shares EILDX | Other assets | — | Under $1K | — |
| John Hancock Funds III International Growth Fund Class I Shares GOGIX | Other assets | — | Under $1K | — |
| Thornburg Limited Term Municipal Fund Class I Shares LTMIX | Other assets | — | Under $1K | — |
| BNY MellonGlobal Fixed Income Fund Class I Shares SDGIX | Other assets | — | Under $1K | — |
| IA Advisor 529 Account - Age 6-10 Option Class A Voya Intermediate Bond Option | Other assets | — | Under $1K | — |
| IA Advisor 529 Account - Age 6-10 Option Class A Voya Intermediate Bond Option | Other assets | — | Under $1K | — |
| IA Advisor 529 Account - Age 0-5 Option Class A Voya Government Money Market Option | Other assets | — | Under $1K | — |
| IA Advisor 529 Account - Age 11-15 Option Class A Voya International Index Option | Other assets | — | Under $1K | — |
| Iowa Public Employment System (Defined Benefit Plan. Value not readily ascertainable.) | Employment assets | Self | — | Retirement Income (annual) · $36K |
| IRA #1 | Employment assets | Self | — | — |
| UDIA Thrift and Savings Plan (401K) | Employment assets | Self | — | — |
| Iowa Public Employee Retirement System (Defined Benefit Plan. Value Not Readily Ascertainable) | Spouse's assets | Spouse | — | Retirement Income |
| IRA #2 | Spouse's assets | Spouse | — | — |
| Brokerage Account × 2 | Other assets | — | $0 est. | — |
| Baird Brokerage Fund | Other assets | — | — | — |
| USDA Conservation Reserve Program CRP | Other assets | — | — | CRP rental payments · $14.7K |
| Iowa Advisor 529 (College Savings Plan) Account × 5 | Other assets | — | $0 est. | — |
Values and income are the ranges the filer discloses, normalized to one form. Hover a value for the string as filed. Rows marked *** carry that marker in the filing itself, with no legend: each one is a foreign-domiciled issuer or a Reg S note.