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Dan Mims - Annual Financial Disclosure · Congress.wiki

HouseAnnual Report

Dan Mims

TX-09

Filed January 24, 2026

View Original Document

Transactions

0

Assets

143

Liabilities

1

Details

Report Title: Candidate Report
Submission Method: Electronic
Signed By: Dan Mims
Signed Date: January 23, 2026

Assets

143 assets

Ballard Exploration

Mineral/Oil/Solar Energy Rights

SelfIncome: Royalties($2.5K - $5K)

Value

$1K - $15K

Edward Jones ⇒ American Fds, American High-Income Municipal Bond Fd, Class A (AMHIX)

Liabilities

1 liability

Deere Credit

Tractor Purchase

Joint

Amount

$15K - $50K

Mutual FundsExcepted Investment Fund

JointIncome: Capital Gains, Dividends($1K - $2.5K)

Value

$15K - $50K

Edward Jones ⇒ American Fds, The Tax-Exempt Bond Fund of America, Class A (AFTEX)

Mutual FundsExcepted Investment Fund

JointIncome: Capital Gains, Dividends($5K - $15K)

Value

$100K - $250K

Edward Jones ⇒ American Funds Investment Co of America A (AIVSX)

Mutual FundsExcepted Investment Fund

JointIncome: Capital Gains, Dividends($15K - $50K)

Value

$100K - $250K

Edward Jones ⇒ American Growth Fund, Inc. - Class A (AMRAX)

Mutual FundsExcepted Investment Fund

JointIncome: Capital Gains, Dividends($15K - $50K)

Value

$100K - $250K

Edward Jones ⇒ American Mutual Fund Class A Shares (AMRMX)

Mutual FundsExcepted Investment Fund

JointIncome: Capital Gains, Dividends($15K - $50K)

Value

$100K - $250K

Edward Jones IRA Dan ⇒ American Balanced Fund, Class A Shs (ABALX)

Mutual FundsExcepted Investment Fund

SelfIncome: Capital Gains, Dividends($2.5K - $5K)

Value

$15K - $50K

Edward Jones IRA Dan ⇒ American Fds, Short-Term Bond Fund of America, Class A Shs (ASBAX)

Mutual FundsExcepted Investment Fund

SelfIncome: Capital Gains, Dividends($201 - $1K)

Value

$1K - $15K

Edward Jones IRA Dan ⇒ American Funds Int Bond Fd of America A (AIBAX)

Mutual FundsExcepted Investment Fund

SelfIncome: Capital Gains, Dividends($1K - $2.5K)

Value

$15K - $50K

Edward Jones IRA Dan ⇒ American Mutual Fund Class A Shares (AMRMX)

Mutual FundsExcepted Investment Fund

SelfIncome: Capital Gains, Dividends($5K - $15K)

Value

$50K - $100K

Edward Jones IRA Dan ⇒ New Perspective Fund, Class A Shares (ANWPX)

Mutual FundsExcepted Investment Fund

SelfIncome: Capital Gains, Dividends($2.5K - $5K)

Value

$15K - $50K

Edward Jones IRA Dan ⇒ The Growth Fund of America Class A Shares (AGTHX)

Mutual FundsExcepted Investment Fund

SelfIncome: Capital Gains, Dividends($5K - $15K)

Value

$50K - $100K

Edward Jones IRA Dan ⇒ The Income Fund of America, Class A Shares (AMECX)

Mutual FundsExcepted Investment Fund

SelfIncome: Capital Gains, Dividends($2.5K - $5K)

Value

$15K - $50K

Edward Jones ⇒ New Perspective Fund, Class A Shares (ANWPX)

Mutual FundsExcepted Investment Fund

JointIncome: Capital Gains, Dividends($15K - $50K)

Value

$50K - $100K

Edward Jones ⇒ Washington Mutual Invs Fd Cl A Shs (AWSHX)

Mutual FundsExcepted Investment Fund

JointIncome: Capital Gains, Dividends($15K - $50K)

Value

$100K - $250K

Merrill Lynch 88664 ⇒ Abbott Laboratories Common Stock (ABT)

Stocks (including ADRs)

JointIncome: Capital Gains, Dividends

Value

Not disclosed

Merrill Lynch 88664 ⇒ AbbVie Inc. Common Stock (ABBV)

Stocks (including ADRs)

JointIncome: Dividends

Value

Not disclosed

Merrill Lynch 88664 ⇒ Accenture plc Class A Ordinary Shares (ACN)

Stocks (including ADRs)

JointIncome: Dividends

Value

Not disclosed

Merrill Lynch 88664 ⇒ Air Products and Chemicals, Inc. Common Stock (APD)

Stocks (including ADRs)

JointIncome: Dividends

Value

Not disclosed

Merrill Lynch 88664 ⇒ Alexandria Real Est EQTS

Real Estate Invest. Trust (REIT)

JointIncome: Dividends

Value

Not disclosed

Merrill Lynch 88664 ⇒ American Express Company Common Stock (AXP)

Stocks (including ADRs)

JointIncome: Dividends

Value

Not disclosed

Merrill Lynch 88664 ⇒ Analog Devices, Inc. - Common Stock (ADI)

Stocks (including ADRs)

JointIncome: Dividends

Value

Not disclosed

Merrill Lynch 88664 ⇒ Apple Inc. - Common Stock (AAPL)

Stocks (including ADRs)

JointIncome: Dividends

Value

Not disclosed

Merrill Lynch 88664 ⇒ Ares Management Corporation Class A Common Stock (ARES)

Stocks (including ADRs)

JointIncome: Capital Gains, Dividends

Value

Not disclosed

Merrill Lynch 88664 ⇒ Arthur J. Gallagher & Co. Common Stock (AJG)

Stocks (including ADRs)

JointIncome: Dividends

Value

Not disclosed

Merrill Lynch 88664 ⇒ Avalonbay Cmmun Inc REIT

Real Estate Invest. Trust (REIT)

JointIncome: Dividends

Value

Not disclosed

Merrill Lynch 88664 ⇒ BlackRock Income Opportunity Trust Inc. (BNA)

Stocks (including ADRs)

JointIncome: Dividends

Value

Not disclosed

Merrill Lynch 88664 ⇒ Blackstone Inc. Common Stock (BX)

Stocks (including ADRs)

JointIncome: Dividends

Value

Not disclosed

Merrill Lynch 88664 ⇒ Bristol-Myers Squibb Company Common Stock (BMY)

Stocks (including ADRs)

JointIncome: Dividends

Value

Not disclosed

Merrill Lynch 88664 ⇒ Broward CNTY Fla Tourist

Government Securities and Agency Debt

JointIncome: Dividends($201 - $1K)

Value

Not disclosed

Merrill Lynch 88664 ⇒ Capital One Financial Corporation Common Stock (COF)

Stocks (including ADRs)

JointIncome: Dividends

Value

Not disclosed

Merrill Lynch 88664 ⇒ Cencora, Inc. Common Stock (COR)

Stocks (including ADRs)

JointIncome: Dividends

Value

Not disclosed

Merrill Lynch 88664 ⇒ Charles Schwab Corporation (SCHW)

Stocks (including ADRs)

JointIncome: Dividends

Value

Not disclosed

Merrill Lynch 88664 ⇒ Chevron Corporation Common Stock (CVX)

Stocks (including ADRs)

JointIncome: Dividends

Value

Not disclosed

Merrill Lynch 88664 ⇒ Chicago Ill O Hare Intl

Government Securities and Agency Debt

JointIncome: Dividends($201 - $1K)

Value

Not disclosed

Merrill Lynch 88664 ⇒ Chubb Limited Common Stock (CB)

Stocks (including ADRs)

JointIncome: Dividends

Value

Not disclosed

Merrill Lynch 88664 ⇒ CME Group Inc. - Class A Common Stock (CME)

Stocks (including ADRs)

JointIncome: Dividends

Value

Not disclosed

Merrill Lynch 88664 ⇒ CMS Energy Corporation Common Stock (CMS)

Stocks (including ADRs)

JointIncome: Dividends

Value

Not disclosed

Merrill Lynch 88664 ⇒ Coca-Cola Company (KO)

Stocks (including ADRs)

JointIncome: Dividends

Value

Not disclosed

Merrill Lynch 88664 ⇒ Comcast Corporation - Class A Common Stock (CMCSA)

Stocks (including ADRs)

JointIncome: Dividends

Value

Not disclosed

Merrill Lynch 88664 ⇒ ConocoPhillips Common Stock (COP)

Stocks (including ADRs)

JointIncome: Dividends

Value

Not disclosed

Merrill Lynch 88664 ⇒ Corning Incorporated Common Stock (GLW)

Stocks (including ADRs)

JointIncome: Dividends

Value

Not disclosed

Merrill Lynch 88664 ⇒ CVS Health Corporation Common Stock (CVS)

Stocks (including ADRs)

JointIncome: Dividends

Value

Not disclosed

Merrill Lynch 88664 ⇒ Deere & Company Common Stock (DE)

Stocks (including ADRs)

JointIncome: Dividends

Value

Not disclosed

Merrill Lynch 88664 ⇒ Delaware Transn Auth

Government Securities and Agency Debt

JointIncome: Dividends($201 - $1K)

Value

Not disclosed

Merrill Lynch 88664 ⇒ District of Columbia GO BDS

Government Securities and Agency Debt

JointIncome: Dividends($201 - $1K)

Value

Not disclosed

Merrill Lynch 88664 ⇒ Dominion Energy, Inc. Common Stock (D)

Stocks (including ADRs)

JointIncome: Dividends

Value

Not disclosed

Merrill Lynch 88664 ⇒ Dover Corporation Common Stock (DOV)

Stocks (including ADRs)

JointIncome: Dividends

Value

Not disclosed

Merrill Lynch 88664 ⇒ Eaton Corporation, PLC Ordinary Shares (ETN)

Stocks (including ADRs)

JointIncome: Dividends

Value

Not disclosed

Merrill Lynch 88664 ⇒ Edge Resources Inc Ordinary Shares (EDGXF)

Stocks (including ADRs)

JointIncome: Dividends

Value

Not disclosed

Merrill Lynch 88664 ⇒ Eli Lilly and Company Common Stock (LLY)

Stocks (including ADRs)

JointIncome: Dividends

Value

Not disclosed

Merrill Lynch 88664 ⇒ EOG Resources, Inc. Common Stock (EOG)

Stocks (including ADRs)

JointIncome: Dividends

Value

Not disclosed

Merrill Lynch 88664 ⇒ Exxon Mobil Corporation Common Stock (XOM)

Stocks (including ADRs)

JointIncome: Dividends

Value

Not disclosed

Merrill Lynch 88664 ⇒ General Dynamics Corporation Common Stock (GD)

Stocks (including ADRs)

JointIncome: Dividends

Value

Not disclosed

Merrill Lynch 88664 ⇒ Goldman Sachs BDC, Inc. Common Stock (GSBD)

Stocks (including ADRs)

JointIncome: Dividends

Value

Not disclosed

Merrill Lynch 88664 ⇒ Grand River Dam Auth

Government Securities and Agency Debt

JointIncome: Interest($1 - $200)

Value

Not disclosed

Merrill Lynch 88664 ⇒ Hershey Company (HSYFB)

Stocks (including ADRs)

JointIncome: Dividends

Value

Not disclosed

Merrill Lynch 88664 ⇒ Home Depot, Inc. (HD)

Stocks (including ADRs)

JointIncome: Dividends

Value

Not disclosed

Merrill Lynch 88664 ⇒ International Business Machines Corporation Common Stock (IBM)

Stocks (including ADRs)

JointIncome: Dividends

Value

Not disclosed

Merrill Lynch 88664 ⇒ Johnson & Johnson Common Stock (JNJ)

Stocks (including ADRs)

JointIncome: Dividends

Value

Not disclosed

Merrill Lynch 88664 ⇒ Lamar Tex Cons Indpt Sch

Government Securities and Agency Debt

JointIncome: Interest($201 - $1K)

Value

Not disclosed

Merrill Lynch 88664 ⇒ Lowe's Companies, Inc. Common Stock (LOW)

Stocks (including ADRs)

JointIncome: Dividends

Value

Not disclosed

Merrill Lynch 88664 ⇒ Marsh & McLennan Companies, Inc. Common Stock (MMC)

Stocks (including ADRs)

JointIncome: Dividends

Value

Not disclosed

Merrill Lynch 88664 ⇒ Massachusetts St Dev Fin

Government Securities and Agency Debt

JointIncome: Dividends, Interest($201 - $1K)

Value

Not disclosed

Merrill Lynch 88664 ⇒ McDonald's Corporation Common Stock (MCD)

Stocks (including ADRs)

JointIncome: Dividends

Value

Not disclosed

Merrill Lynch 88664 ⇒ Medtronic plc. Ordinary Shares (MDT)

Stocks (including ADRs)

JointIncome: Dividends

Value

Not disclosed

Merrill Lynch 88664 ⇒ Merck & Company, Inc. Common Stock (MRK)

Stocks (including ADRs)

JointIncome: Dividends

Value

Not disclosed

Merrill Lynch 88664 ⇒ MetLife, Inc. COM EQUITY UNIT (MLU)

Stocks (including ADRs)

JointIncome: Dividends

Value

Not disclosed

Merrill Lynch 88664 ⇒ Michigan St Bldg Auth (1)

Government Securities and Agency Debt

JointIncome: Interest($1 - $200)

Value

Not disclosed

Merrill Lynch 88664 ⇒ Michigan St Bldg Auth (2)

Government Securities and Agency Debt

JointIncome: Interest($1 - $200)

Value

Not disclosed

Merrill Lynch 88664 ⇒ Microchip Technology Incorporated - Common Stock (MCHP)

Stocks (including ADRs)

JointIncome: Dividends

Value

Not disclosed

Merrill Lynch 88664 ⇒ Microsoft Corporation - Common Stock (MSFT)

Stocks (including ADRs)

JointIncome: Dividends

Value

Not disclosed

Merrill Lynch 88664 ⇒ Mondelez International, Inc. - Class A Common Stock (MDLZ)

Stocks (including ADRs)

JointIncome: Dividends

Value

Not disclosed

Merrill Lynch 88664 ⇒ Morgan Stanley Common Stock (MS)

Stocks (including ADRs)

JointIncome: Dividends

Value

Not disclosed

Merrill Lynch 88664 ⇒ Nassau Cnty NY Interim

Government Securities and Agency Debt

JointIncome: Interest($1 - $200)

Value

Not disclosed

Merrill Lynch 88664 ⇒ New Jersey St Transn Tr

Government Securities and Agency Debt

JointIncome: Interest($201 - $1K)

Value

Not disclosed

Merrill Lynch 88664 ⇒ New Jersey St Transn Tr Fd

Government Securities and Agency Debt

JointIncome: Interest($201 - $1K)

Value

Not disclosed

Merrill Lynch 88664 ⇒ NextEra Energy, Inc. Common Stock (NEE)

Stocks (including ADRs)

JointIncome: Dividends

Value

Not disclosed

Merrill Lynch 88664 ⇒ Norfolk Southern Corporation Common Stock (NSC)

Stocks (including ADRs)

JointIncome: Dividends

Value

Not disclosed

Merrill Lynch 88664 ⇒ North Hampton Cnty Pa Gen Purp

Government Securities and Agency Debt

JointIncome: Interest($1 - $200)

Value

Not disclosed

Merrill Lynch 88664 ⇒ Northrop Grumman Corporation Common Stock (NOC)

Stocks (including ADRs)

JointIncome: Dividends

Value

Not disclosed

Merrill Lynch 88664 ⇒ NXP Semiconductors N.V. - Common Stock (NXPI)

Stocks (including ADRs)

JointIncome: Dividends

Value

Not disclosed

Merrill Lynch 88664 ⇒ Ohio St Higher Ed Go Bds

Government Securities and Agency Debt

JointIncome: Interest($201 - $1K)

Value

Not disclosed

Merrill Lynch 88664 ⇒ Oregan St Dept Transn

Government Securities and Agency Debt

JointIncome: Interest($1 - $200)

Value

Not disclosed

Merrill Lynch 88664 ⇒ Parker-Hannifin Corporation Common Stock (PH)

Stocks (including ADRs)

JointIncome: Dividends

Value

Not disclosed

Merrill Lynch 88664 ⇒ Pennsylvania St Tpk

Government Securities and Agency Debt

JointIncome: Interest($1 - $200)

Value

Not disclosed

Merrill Lynch 88664 ⇒ Pepsico, Inc. (PEP)

Stocks (including ADRs)

JointIncome: Dividends

Value

Not disclosed

Merrill Lynch 88664 ⇒ Philip Morris International Inc Common Stock (PM)

Stocks (including ADRs)

JointIncome: Dividends

Value

Not disclosed

Merrill Lynch 88664 ⇒ PNC Financial Services Group, Inc. (PNC)

Stocks (including ADRs)

JointIncome: Dividends

Value

Not disclosed

Merrill Lynch 88664 ⇒ PPG Industries, Inc. Common Stock (PPG)

Stocks (including ADRs)

JointIncome: Dividends

Value

Not disclosed

Merrill Lynch 88664 ⇒ Progressive Corporation (PGR)

Stocks (including ADRs)

JointIncome: Dividends

Value

Not disclosed

Merrill Lynch 88664 ⇒ Prologis Inc

Real Estate Invest. Trust (REIT)

JointIncome: Dividends

Value

Not disclosed

Merrill Lynch 88664 ⇒ Public Service Enterprise Group Incorporated Common Stock (PEG)

Stocks (including ADRs)

JointIncome: Dividends

Value

Not disclosed

Merrill Lynch 88664 ⇒ Republic Services, Inc. Common Stock (RSG)

Stocks (including ADRs)

JointIncome: Dividends

Value

Not disclosed

Merrill Lynch 88664 ⇒ RTX Corporation Common Stock (RTX)

Stocks (including ADRs)

JointIncome: Dividends

Value

Not disclosed

Merrill Lynch 88664 ⇒ Seagate Technology Holdings PLC - Ordinary Shares (STX)

Stocks (including ADRs)

JointIncome: Dividends

Value

Not disclosed

Merrill Lynch 88664 ⇒ South Carolina St Pub

Government Securities and Agency Debt

JointIncome: Interest($1 - $200)

Value

Not disclosed

Merrill Lynch 88664 ⇒ Sysco Corporation Common Stock (SYY)

Stocks (including ADRs)

JointIncome: Dividends

Value

$1 - $1K

Merrill Lynch 88664 ⇒ Texas Instruments Incorporated - Common Stock (TXN)

Stocks (including ADRs)

JointIncome: Dividends

Value

Not disclosed

Merrill Lynch 88664 ⇒ The Cigna Group Common Stock (CI)

Stocks (including ADRs)

JointIncome: Dividends

Value

Not disclosed

Merrill Lynch 88664 ⇒ The Travelers Companies, Inc. Common Stock (TRV)

Stocks (including ADRs)

JointIncome: Dividends

Value

Not disclosed

Merrill Lynch 88664 ⇒ Triborough Brdg & Tunl

Government Securities and Agency Debt

JointIncome: Interest($1 - $200)

Value

Not disclosed

Merrill Lynch 88664 ⇒ Trinity River Auth

Government Securities and Agency Debt

JointIncome: Interest($201 - $1K)

Value

Not disclosed

Merrill Lynch 88664 ⇒ Truist Financial Corporation Common Stock (TFC)

Stocks (including ADRs)

JointIncome: Dividends

Value

Not disclosed

Merrill Lynch 88664 ⇒ Union Pacific Corporation Common Stock (UNP)

Stocks (including ADRs)

JointIncome: Dividends

Value

Not disclosed

Merrill Lynch 88664 ⇒ United Health Products, Inc. (UEEC)

Stocks (including ADRs)

JointIncome: Dividends

Value

Not disclosed

Merrill Lynch 88664 ⇒ United Parcel Service, Inc. Common Stock (UPS)

Stocks (including ADRs)

JointIncome: Dividends

Value

Not disclosed

Merrill Lynch 88664 ⇒ US Bancorp Del Dep Shs Repstg 1/1000th Perp Pfd Ser H (USB$O)

Stocks (including ADRs)

JointIncome: Dividends

Value

Not disclosed

Merrill Lynch 88664 ⇒ Ventas Inc REIT

Real Estate Invest. Trust (REIT)

JointIncome: Dividends

Value

Not disclosed

Merrill Lynch 88664 ⇒ Verizon Communications Inc. Common Stock (VZ)

Stocks (including ADRs)

JointIncome: Dividends

Value

Not disclosed

Merrill Lynch 88664 ⇒ Walmart Inc. - Common Stock (WMT)

Stocks (including ADRs)

JointIncome: Dividends

Value

Not disclosed

Merrill Lynch 88664 ⇒ Wells Fargo & Company Common Stock (WFC)

Stocks (including ADRs)

JointIncome: Dividends

Value

Not disclosed

Merrill Lynch 88664 ⇒ Xcel Energy Inc. (XEL)

Stocks (including ADRs)

JointIncome: Dividends

Value

Not disclosed

Merrill Lynch 88664 ⇒ Yum! Brands, Inc. (YUM)

Stocks (including ADRs)

JointIncome: Dividends

Value

Not disclosed

Merrill Lynch ⇒ BlackRock Liquidity Funds TempCash - Institutional (TMCXX)

Mutual FundsExcepted Investment Fund

JointIncome: Capital Gains, Dividends($2.5K - $5K)

Value

$1K - $15K

Merrill Lynch CMA ⇒ Invesco S&P 500 Revenue ETF (RWL)

Exchange Traded Funds (ETF)Excepted Investment Fund

JointIncome: Dividends, Interest($1 - $200)

Value

$1K - $15K

Merrill Lynch CMA ⇒ Invesco S&P MidCap Momentum ETF (XMMO)

Exchange Traded Funds (ETF)Excepted Investment Fund

JointIncome: Dividends, Interest($1 - $200)

Value

$1K - $15K

Merrill Lynch CMA ⇒ Invesco S&P MidCap Value with Momentum ETF (XMVM)

Exchange Traded Funds (ETF)Excepted Investment Fund

JointIncome: Dividends, Interest($1 - $200)

Value

$1K - $15K

Merrill Lynch CMA ⇒ Invesco S&P SmallCap 600 Revenue ETF (RWJ)

Exchange Traded Funds (ETF)Excepted Investment Fund

JointIncome: Dividends, Interest($1 - $200)

Value

$1K - $15K

Merrill Lynch CMA ⇒ iShares National Muni Bond ETF (MUB)

Exchange Traded Funds (ETF)Excepted Investment Fund

JointIncome: Dividends, Interest($201 - $1K)

Value

$15K - $50K

Merrill Lynch CMA ⇒ State Street SPDR S&P 600 Small Cap Growth ETF (SLYG)

Exchange Traded Funds (ETF)Excepted Investment Fund

JointIncome: Dividends, Interest($1 - $200)

Value

$1K - $15K

Merrill Lynch CMA ⇒ Vanguard Russell 1000 Growth ETF (VONG)

Exchange Traded Funds (ETF)Excepted Investment Fund

JointIncome: Dividends, Interest($1 - $200)

Value

$1K - $15K

Merrill Lynch IRA Dan ⇒ Invesco QQQ Trust, Series 1 (QQQ)

Exchange Traded Funds (ETF)Excepted Investment Fund

SelfIncome: Dividends, Interest($1 - $200)

Value

$15K - $50K

Merrill Lynch IRA Dan ⇒ Invesco S&P 500 Revenue ETF (RWL)

Exchange Traded Funds (ETF)Excepted Investment Fund

SelfIncome: Dividends, Interest($201 - $1K)

Value

$15K - $50K

Merrill Lynch IRA Dan ⇒ Invesco S&P MidCap Momentum ETF (XMMO)

Exchange Traded Funds (ETF)Excepted Investment Fund

SelfIncome: Dividends, Interest($1 - $200)

Value

$1K - $15K

Merrill Lynch IRA Dan ⇒ Invesco S&P MidCap Value with Momentum ETF (XMVM)

Exchange Traded Funds (ETF)Excepted Investment Fund

SelfIncome: Dividends, Interest($1 - $200)

Value

$1K - $15K

Merrill Lynch IRA Dan ⇒ Invesco S&P SmallCap 600 Revenue ETF (RWJ)

Exchange Traded Funds (ETF)Excepted Investment Fund

SelfIncome: Dividends, Interest($1 - $200)

Value

$1K - $15K

Merrill Lynch IRA Dan ⇒ Invesco Variable Rate Preferred ETF (VRP)

Exchange Traded Funds (ETF)Excepted Investment Fund

SelfIncome: Dividends, Interest($1K - $2.5K)

Value

$15K - $50K

Merrill Lynch IRA Dan ⇒ State Street SPDR S&P 600 Small Cap Growth ETF (SLYG)

Exchange Traded Funds (ETF)Excepted Investment Fund

SelfIncome: Dividends, Interest($1 - $200)

Value

$1K - $15K

Merrill Lynch IRA Dan ⇒ Vanguard Intermediate-Term Corporate Bond ETF (VCIT) (Holding 1)

Exchange Traded Funds (ETF)Excepted Investment Fund

SelfIncome: Dividends, Interest($2.5K - $5K)

Value

$50K - $100K

Merrill Lynch IRA Dan ⇒ Vanguard Intermediate-Term Corporate Bond ETF (VCIT) (Holding 2)

Exchange Traded Funds (ETF)Excepted Investment Fund

SelfIncome: Dividends, Interest($2.5K - $5K)

Value

$50K - $100K

Merrill Lynch IRA Mary ⇒ Invesco S&P 500 Revenue ETF (RWL)

Exchange Traded Funds (ETF)Excepted Investment Fund

SpouseIncome: Dividends, Interest($201 - $1K)

Value

$15K - $50K

Merrill Lynch IRA Mary ⇒ Invesco S&P MidCap Momentum ETF (XMMO)

Exchange Traded Funds (ETF)Excepted Investment Fund

SpouseIncome: Dividends, Interest($1 - $200)

Value

$1K - $15K

Merrill Lynch IRA Mary ⇒ Invesco S&P MidCap Value with Momentum ETF (XMVM)

Exchange Traded Funds (ETF)Excepted Investment Fund

SpouseIncome: Dividends, Interest($1 - $200)

Value

$1K - $15K

Merrill Lynch IRA Mary ⇒ Invesco S&P SmallCap 600 Revenue ETF (RWJ)

Exchange Traded Funds (ETF)Excepted Investment Fund

SpouseIncome: Dividends, Interest($1 - $200)

Value

$1K - $15K

Merrill Lynch IRA Mary ⇒ Invesco Variable Rate Preferred ETF (VRP)

Exchange Traded Funds (ETF)Excepted Investment Fund

SpouseIncome: Dividends, Interest($201 - $1K)

Value

$1K - $15K

Merrill Lynch IRA Mary ⇒ State Street SPDR S&P 600 Small Cap Growth ETF (SLYG)

Exchange Traded Funds (ETF)Excepted Investment Fund

SpouseIncome: Dividends, Interest($1 - $200)

Value

$1K - $15K

Merrill Lynch IRA Mary ⇒ Vanguard Intermediate-Term Corporate Bond ETF (VCIT)

Exchange Traded Funds (ETF)Excepted Investment Fund

SpouseIncome: Dividends, Interest($1K - $2.5K)

Value

$15K - $50K

Merrill Lynch IRA Mary ⇒ Vanguard Russell 1000 Growth ETF (VONG)

Exchange Traded Funds (ETF)Excepted Investment Fund

SpouseIncome: Dividends, Interest($1 - $200)

Value

$1K - $15K

Merrill Lynch ⇒ KKR

Hedge Funds & Private Equity Funds (EIF)

JointIncome: Dividends, Interest($5K - $15K)

Value

$250K - $500K

Merrill Lynch ⇒ Partners Group Private Equity Fund

Hedge Funds & Private Equity Funds (EIF)

JointIncome: Dividends, Interest

Value

$250K - $500K

Mims Investment Inc, 77% Interest

Ownership Interest (Engaged in a Trade or Business)

JointIncome: Dividends($100K - $1M)

Value

$5M - $25M

Texas First Bank Acct

Bank Accounts, Money Market Accounts and CDs

JointIncome: Interest($15K - $50K)

Value

$500K - $1M