John Cowan Net Worth & Financial Disclosure

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Candidate financial disclosure for 2026, filed April 17, 2026. Includes 141 assets and 1 liabilities.

Year:

2026

Est. Net Worth

$17.2M

2026 candidate report

Total Assets

$10.1M - $25.8M

141 assets

Total Liabilities

$500K - $1M

1 liabilities

Total Trades

From PTR filings

Trade Volume

N/A

Midpoint of disclosed ranges

Assets by Category

Other$4.3M (18)

ETFs$3.1M (36)

Insurance$3M (1)

Mutual Funds$2.4M (42)

Real Estate$1.9M (3)

Stocks$1.7M (25)

Bank & Cash$1.1M (15)

LLC / Partnership$375K (1)

All Assets (141)

Asset	Type	Owner	Value	Income
Business Property Rome/Floyd, GA, US	Real Estate	Self	$500,001 - $1,000,000	Rent $50,001 - $100,000
Cortex Holding	Other	Self	N/A	Royality/License payments $100,001 - $1,000,000
Mac Marco Michele	Other	Self	$500,001 - $1,000,000	Dividends $15,001 - $50,000
RoCo Pops Rome/Canton, 100% Interest Rome/Floyd, GA, US	LLC / Partnership	Self	$250,001 - $500,000	None
SP I Rome/Floyd, GA, US	Real Estate	Self	$500,001 - $1,000,000	None
SP II Rome/Floyd, GA, US	Real Estate	Self	$250,001 - $500,000	None
Anne - Charles Utah 529 ⇒ Target Enrollment 2026/2027 Investment Option (UTAEX)(UTAEX)	Mutual Funds	Spouse	$100,001 - $250,000	Tax-Deferred
Anne - Grace Utah 529 ⇒ Target Enrollment 2024/2025 Investment Option (UTADX)(UTADX)	Mutual Funds	Spouse	$100,001 - $250,000	Tax-Deferred
Anne - John III Utah 529 ⇒ Enrolled Investment Option (UTAWX)(UTAWX)	Mutual Funds	Spouse	$15,001 - $50,000	Tax-Deferred
Anne - Thomas Utah 529 ⇒ Enrolled Investment Option (UTAWX)(UTAWX)	Mutual Funds	Spouse	$100,001 - $250,000	Tax-Deferred
Anne 401(k) Adv Health ⇒ DFA U.S. Small Cap Portfolio (DFSTX)(DFSTX)	Mutual Funds	Spouse	$1,001 - $15,000	Dividends, Interest $1 - $200
Anne 401(k) Adv Health ⇒ DFA U.S. Large Cap Value Portfolio (DFLVX)(DFLVX)	Mutual Funds	Spouse	$15,001 - $50,000	Dividends, Interest $201 - $1,000
Anne 401(k) Adv Health ⇒ Fidelity U.S. Bond Index Fund (FXNAX)(FXNAX)	Mutual Funds	Spouse	$1,001 - $15,000	Dividends, Interest $201 - $1,000
Anne 401(k) Adv Health ⇒ International Core Equity 2 Portfolio (DFIEX)(DFIEX)	Mutual Funds	Spouse	$1,001 - $15,000	Dividends, Interest $201 - $1,000
Anne 401(k) Adv Health ⇒ Nuveen Core Plus Bond Fund R6 (TIBFX)(TIBFX)	Mutual Funds	Spouse	$1,001 - $15,000	Dividends, Interest $201 - $1,000
Anne Roth IRA Schwab ⇒ Cash	Bank & Cash	Spouse	$1 - $1,000	Interest $1 - $200
Anne Roth IRA Schwab ⇒ DFA Emerging Markets Value Portfolio (DFEVX)(DFEVX)	Mutual Funds	Spouse	$15,001 - $50,000	Dividends $201 - $1,000
Anne Roth IRA Schwab ⇒ DFA Global Real Estate Securities Ptf (DFGEX)(DFGEX)	Mutual Funds	Spouse	$15,001 - $50,000	Dividends $201 - $1,000
Anne Roth IRA Schwab ⇒ DFA International Small Cap Value Portfolio (DISVX)(DISVX)	Mutual Funds	Spouse	$15,001 - $50,000	Dividends $1,001 - $2,500
Anne Roth IRA Schwab ⇒ DFA International Value Portfolio (DFIVX)(DFIVX)	Mutual Funds	Spouse	$100,001 - $250,000	Dividends $2,501 - $5,000
Anne Roth IRA Schwab ⇒ Dimensional Emerging Markets Core Equity 2 ETF (DFEM)(DFEM)	ETFs	Spouse	$1,001 - $15,000	Dividends $201 - $1,000
Anne Roth IRA Schwab ⇒ Dimensional International Value ETF (DFIV)(DFIV)	ETFs	Spouse	$1,001 - $15,000	Dividends $1 - $200
Anne Roth IRA Schwab ⇒ Dimensional US Real Estate ETF (DFAR)(DFAR)	ETFs	Spouse	$1,001 - $15,000	Dividends $201 - $1,000
Anne U of Michigan 401a ⇒ Vanguard Total Bond Market Insti Plus Shares (VBMPX)(VBMPX)	Mutual Funds	Spouse	$15,001 - $50,000	Dividends $201 - $1,000
Ares "AIREIT" ⇒ Ares "AIREIT"	Other	Spouse	$500,001 - $1,000,000	Capital Gains, Dividends $15,001 - $50,000
Ares "AIREIT" ⇒ Ares "AREIT"	Other	Spouse	$500,001 - $1,000,000	Capital Gains, Dividends $15,001 - $50,000
Bank Accounts ⇒ Cortex Holdings	Bank & Cash	Self	$250,001 - $500,000	Interest $1 - $200
Bank Accounts ⇒ Cowan Land Holdings	Bank & Cash	Self	$50,001 - $100,000	Interest $1 - $200
Bank Accounts ⇒ CrumCo Holdings	Bank & Cash	Self	$15,001 - $50,000	Interest $1 - $200
Bank Accounts ⇒ Frios Gourmet Pops	Bank & Cash	Self	$15,001 - $50,000	Interest $1 - $200
Bank Accounts ⇒ Hearth Enterprises	Bank & Cash	Self	$15,001 - $50,000	Interest $1 - $200
Bank Accounts ⇒ Synovus Checking Account	Bank & Cash	Self	$250,001 - $500,000	Interest $1 - $200
Black Pearl Global Investments ⇒ Black Pearl Global Investments	Other	Self	$100,001 - $250,000	None
Call Pay 2018 ⇒ Fidelity Large Cap Value Index Fund (FLCOX)(FLCOX)	Mutual Funds	Self	$15,001 - $50,000	Dividends $201 - $1,000
Call Pay 2018 ⇒ Vanguard 500 Index Fd Admiral Shs (VFIAX)(VFIAX)	Mutual Funds	Self	$50,001 - $100,000	Dividends $1,001 - $2,500
Call Pay 2018 ⇒ Vanguard Small-Cap Value Index Fd Admiral (VSIAX)(VSIAX)	Mutual Funds	Self	$1,001 - $15,000	Dividends $201 - $1,000
Call Pay 2018 ⇒ Vanguard Total Bond Market Index Fund Admiral Shares (VBTLX)(VBTLX)	Mutual Funds	Self	$50,001 - $100,000	Dividends $1,001 - $2,500
Call Pay 2021 ⇒ Fidelity Emerging Markets Index Fund (FPADX)(FPADX)	Mutual Funds	Self	$15,001 - $50,000	Dividends $201 - $1,000
Call Pay 2021 ⇒ Fidelity Large Cap Value Index Fund (FLCOX)(FLCOX)	Mutual Funds	Self	$15,001 - $50,000	Dividends $201 - $1,000
Call Pay 2021 ⇒ Vanguard Short-Term Inflation-Protected Securities Index Fd Admiral Cl (VTAPX)(VTAPX)	Mutual Funds	Self	$15,001 - $50,000	Dividends $201 - $1,000
Call Pay 2021 ⇒ Vanguard Target Retirement 2035 Fund (VTTHX)(VTTHX)	Mutual Funds	Self	$15,001 - $50,000	Dividends $201 - $1,000
Call Pay 2022 ⇒ Fidelity Large Cap Growth Index Fund (FSPGX)(FSPGX)	Mutual Funds	Self	$15,001 - $50,000	Dividends $201 - $1,000
Call Pay 2022 ⇒ Fidelity Large Cap Value Index Fund (FLCOX)(FLCOX)	Mutual Funds	Self	$15,001 - $50,000	Dividends $201 - $1,000
Call Pay 2022 ⇒ Vanguard Short-Term Inflation-Protected Securities Index Fd Admiral Cl (VTAPX)(VTAPX)	Mutual Funds	Self	$15,001 - $50,000	Dividends $201 - $1,000
Call Pay 2022 ⇒ Vanguard Small-Cap Growth Index Fd Admiral (VSGAX)(VSGAX)	Mutual Funds	Self	$15,001 - $50,000	Dividends $201 - $1,000
Call Pay 2023 ⇒ Fidelity International Index Fund (FSPSX)(FSPSX)	Mutual Funds	Self	$15,001 - $50,000	Dividends $201 - $1,000
Call Pay 2023 ⇒ Vanguard 500 Index Fd Admiral Shs (VFIAX)(VFIAX)	Mutual Funds	Self	$15,001 - $50,000	Dividends $201 - $1,000
Call Pay 2023 ⇒ Vanguard 500 Index Fd Admiral Shs (VFIAX)(VFIAX)	Mutual Funds	Self	$15,001 - $50,000	Dividends $201 - $1,000
Call Pay 2023 ⇒ Vanguard Total Bond Market Index Fund Admiral Shares (VBTLX)(VBTLX)	Mutual Funds	Self	$1,001 - $15,000	Dividends $201 - $1,000
Charles - Path2College 529 Plan ⇒ Charles - Path2College 529 Plan GA	Other	Self	$50,001 - $100,000	Tax-Deferred
Grace - Path2College 529 Plan ⇒ Grace - Path2College 529 Plan GA	Other	Self	$50,001 - $100,000	Tax-Deferred
Health Savings Account (Bank Of America) ⇒ HSA 2	Bank & Cash	Spouse	$15,001 - $50,000	Tax-Deferred
Health Savings Account (Synovus) ⇒ HSA 1	Bank & Cash	Spouse	$50,001 - $100,000	Tax-Deferred
John - Path2College 529 Plan ⇒ John - Path2College 529 Plan GA	Other	Self	$1 - $1,000	Tax-Deferred
John & Anne Private Cap Retirement Brok ⇒ FS MVP Private MKTS FD CL	Other	Joint	$100,001 - $250,000	Capital Gains, Interest $1 - $200
John & Anne Private Cap Retirement Brok ⇒ Hamilton Lane Private Assets	Other	Joint	$100,001 - $250,000	Capital Gains, Interest $1 - $200
John & Anne Retirement Brokerage Schwab ⇒ Cash	Bank & Cash	Joint	$1,001 - $15,000	Interest $1 - $200
John & Anne Retirement Brokerage Schwab ⇒ DFA Emerging Markets Portfolio I (DFEMX)(DFEMX)	Mutual Funds	Joint	$15,001 - $50,000	Dividends $201 - $1,000
John & Anne Retirement Brokerage Schwab ⇒ DFA U.S. Large Cap Value Portfolio (DFLVX)(DFLVX)	Mutual Funds	Joint	$15,001 - $50,000	Dividends $201 - $1,000
John & Anne Retirement Brokerage Schwab ⇒ Dimensional International Core Equity 2 ETF (DFIC)(DFIC)	ETFs	Joint	$1,001 - $15,000	Dividends $1 - $200
John & Anne Retirement Brokerage Schwab ⇒ Dimensional International Value ETF (DFIV)(DFIV)	ETFs	Joint	$50,001 - $100,000	Dividends $1,001 - $2,500
John & Anne Retirement Brokerage Schwab ⇒ Dimensional U.S. Small Cap ETF (DFAS)(DFAS)	ETFs	Joint	$1,001 - $15,000	Dividends $1 - $200
John & Anne Retirement Brokerage Schwab ⇒ Dimensional U.S. Targeted Value ETF (DFAT)(DFAT)	ETFs	Joint	$1,001 - $15,000	Dividends $1 - $200
John & Anne Retirement Brokerage Schwab ⇒ Dimensional US High Profitability ETF (DUHP)(DUHP)	ETFs	Joint	$1,001 - $15,000	Dividends $1 - $200
John & Anne Retirement Brokerage Schwab ⇒ Dimensional US Large Cap Value ETF (DFLV)(DFLV)	ETFs	Joint	$1,001 - $15,000	Dividends $1 - $200
John & Anne Retirement Brokerage Schwab ⇒ Dimensional US Real Estate ETF (DFAR)(DFAR)	ETFs	Joint	$1,001 - $15,000	Dividends $1 - $200
John & Anne Retirement Brokerage Schwab ⇒ Vanguard S&P 500 ETF (VOO)(VOO)	ETFs	Joint	$250,001 - $500,000	Dividends $5,001 - $15,000
John & Anne Schwab Brokerage ⇒ Cash	Bank & Cash	Joint	$15,001 - $50,000	Interest $201 - $1,000
John & Anne Schwab Brokerage ⇒ GE Aerospace Common Stock (GE)(GE)	Stocks	Joint	$15,001 - $50,000	Dividends $201 - $1,000
John & Anne Schwab Brokerage ⇒ GE HealthCare Technologies Inc. - Common Stock (GEHC)(GEHC)	Stocks	Joint	$1,001 - $15,000	Dividends $1 - $200
John & Anne Schwab Brokerage ⇒ GE Vernova Inc. Common Stock (GEV)(GEV)	Stocks	Joint	$15,001 - $50,000	Dividends $201 - $1,000
John & Anne Schwab Brokerage ⇒ Westinghouse Air Brake Technologies Corporation Common Stock (WAB)(WAB)	Stocks	Joint	$1,001 - $15,000	Dividends $1 - $200
John Advent 401a ⇒ Dimensional Core Fixed Income ETF (DFCF)(DFCF)	ETFs	Self	$15,001 - $50,000	Dividends, Interest $1,001 - $2,500
John Advent 401a ⇒ Dimensional Short-Duration Fixed Income ETF (DFSD)(DFSD)	ETFs	Self	$15,001 - $50,000	Dividends $201 - $1,000
John Advent 403(b) ⇒ Dimensional Core Fixed Income ETF (DFCF)(DFCF)	ETFs	Self	$500,001 - $1,000,000	Dividends, Interest $15,001 - $50,000
John Advent 403(b) ⇒ Dimensional Short-Duration Fixed Income ETF (DFSD)(DFSD)	ETFs	Self	$100,001 - $250,000	Dividends, Interest $5,001 - $15,000
John Advent 403(b) ⇒ Dimensional U.S. Small Cap ETF (DFAS)(DFAS)	ETFs	Self	$100,001 - $250,000	Dividends, Interest $5,001 - $15,000
John Advent 403(b) ⇒ Dimensional Ultrashort Fixed Income ETF (DUSB)(DUSB)	ETFs	Self	$100,001 - $250,000	Dividends, Interest $5,001 - $15,000
John Advent 403(b) ⇒ Dimensional US Large Cap Value ETF (DFLV)(DFLV)	ETFs	Self	$100,001 - $250,000	Dividends, Interest $5,001 - $15,000
John Advent 403(b) ⇒ Dimensional US Real Estate ETF (DFAR)(DFAR)	ETFs	Self	$1,001 - $15,000	Dividends, Interest $201 - $1,000
John Advent 403(b) ⇒ Fidelity Cash Reserves	Bank & Cash	Self	$1,001 - $15,000	Interest $1 - $200
John Roth IRA Schwab ⇒ Cash	Bank & Cash	Self	$1 - $1,000	Interest $1 - $200
John Roth IRA Schwab ⇒ DFA Emerging Markets Value Portfolio (DFEVX)(DFEVX)	Mutual Funds	Self	$50,001 - $100,000	Dividends $1,001 - $2,500
John Roth IRA Schwab ⇒ DFA International Small Cap Value Portfolio (DISVX)(DISVX)	Mutual Funds	Self	$1,001 - $15,000	Dividends $201 - $1,000
John Roth IRA Schwab ⇒ DFA International Value Portfolio (DFIVX)(DFIVX)	Mutual Funds	Self	$50,001 - $100,000	Dividends $1,001 - $2,500
John Roth IRA Schwab ⇒ DFA U.S. Small Cap Value Portfolio (DFSVX)(DFSVX)	Mutual Funds	Self	$50,001 - $100,000	Dividends $1,001 - $2,500
John Roth IRA Schwab ⇒ Dimensional Emerging Markets Core Equity 2 ETF (DFEM)(DFEM)	ETFs	Self	$1,001 - $15,000	Dividends $201 - $1,000
John Roth IRA Schwab ⇒ Dimensional International Value ETF (DFIV)(DFIV)	ETFs	Self	$1,001 - $15,000	Dividends $201 - $1,000
John Roth IRA Schwab ⇒ Dimensional US Real Estate ETF (DFAR)(DFAR)	ETFs	Self	$1,001 - $15,000	Dividends $1 - $200
John Roth IRA Schwab ⇒ Dimensional US Small Cap Value ETF (DFSV)(DFSV)	ETFs	Self	$1,001 - $15,000	Dividends $1 - $200
John's 457b ⇒ iShares U.S. Aggregate Bond Index Fund - Class K (WFBIX)(WFBIX)	Mutual Funds	Self	$100,001 - $250,000	Capital Gains, Dividends, Interest $2,501 - $5,000
John's Cortex Holding Account (Fidelity) ⇒ 3M Company Common Stock (MMM)(MMM)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
John's Cortex Holding Account (Fidelity) ⇒ AbbVie Inc. Common Stock (ABBV)(ABBV)	Stocks	Self	$50,001 - $100,000	Dividends $1,001 - $2,500
John's Cortex Holding Account (Fidelity) ⇒ AGNC Investment Corp. - Common Stock (AGNC)(AGNC)	Stocks	Self	$15,001 - $50,000	Dividends $201 - $1,000
John's Cortex Holding Account (Fidelity) ⇒ Amplify Lithium & Battery Technology ETF (BATT)(BATT)	ETFs	Self	$15,001 - $50,000	Dividends $201 - $1,000
John's Cortex Holding Account (Fidelity) ⇒ Archer Aviation Inc. Class A Common Stock (ACHR)(ACHR)	Stocks	Self	$15,001 - $50,000	Dividends $1,001 - $2,500
John's Cortex Holding Account (Fidelity) ⇒ Archer-Daniels-Midland Company Common Stock (ADM)(ADM)	Stocks	Self	$50,001 - $100,000	Dividends $1,001 - $2,500
John's Cortex Holding Account (Fidelity) ⇒ AT&T Inc. (T)(T)	Stocks	Self	$50,001 - $100,000	Dividends $2,501 - $5,000
John's Cortex Holding Account (Fidelity) ⇒ Boeing Company (BA)(BA)	Stocks	Self	$100,001 - $250,000	Dividends $2,501 - $5,000
John's Cortex Holding Account (Fidelity) ⇒ Bristol-Myers Squibb Company Common Stock (BMY)(BMY)	Stocks	Self	$50,001 - $100,000	Dividends $2,501 - $5,000
John's Cortex Holding Account (Fidelity) ⇒ Coca-Cola Company (KO)(KO)	Stocks	Self	$50,001 - $100,000	Dividends $2,501 - $5,000
John's Cortex Holding Account (Fidelity) ⇒ Delta Air Lines, Inc. Common Stock (DAL)(DAL)	Stocks	Self	$50,001 - $100,000	Dividends $2,501 - $5,000
John's Cortex Holding Account (Fidelity) ⇒ Energy Transfer LP Common Units (ET)(ET)	Stocks	Self	$15,001 - $50,000	Dividends $1,001 - $2,500
John's Cortex Holding Account (Fidelity) ⇒ Exxon Mobil Corporation Common Stock (XOM)(XOM)	Stocks	Self	$100,001 - $250,000	Dividends $2,501 - $5,000
John's Cortex Holding Account (Fidelity) ⇒ Fluor Corporation Common Stock (FLR)(FLR)	Stocks	Self	$15,001 - $50,000	Dividends $1,001 - $2,500
John's Cortex Holding Account (Fidelity) ⇒ General Motors Company Common Stock (GM)(GM)	Stocks	Self	$50,001 - $100,000	Dividends $2,501 - $5,000
John's Cortex Holding Account (Fidelity) ⇒ General Motors Company Common Stock (GM)(GM)	Stocks	Self	$50,001 - $100,000	Dividends $2,501 - $5,000
John's Cortex Holding Account (Fidelity) ⇒ Invesco Solar ETF (TAN)(TAN)	ETFs	Self	$15,001 - $50,000	Dividends $1,001 - $2,500
John's Cortex Holding Account (Fidelity) ⇒ iShares Bitcoin Trust ETF (IBIT)(IBIT)	Stocks	Self	$15,001 - $50,000	Dividends $201 - $1,000
John's Cortex Holding Account (Fidelity) ⇒ iShares Select Dividend ETF (DVY)(DVY)	ETFs	Self	$100,001 - $250,000	Dividends $5,001 - $15,000
John's Cortex Holding Account (Fidelity) ⇒ JPMorgan Equity Premium Income ETF (JEPI)(JEPI)	ETFs	Self	$100,001 - $250,000	Dividends $5,001 - $15,000
John's Cortex Holding Account (Fidelity) ⇒ NextEra Energy, Inc. Common Stock (NEE)(NEE)	Stocks	Self	$15,001 - $50,000	Dividends $1,001 - $2,500
John's Cortex Holding Account (Fidelity) ⇒ Oklo Inc. Class A common stock (OKLO)(OKLO)	Stocks	Self	$100,001 - $250,000	Dividends $5,001 - $15,000
John's Cortex Holding Account (Fidelity) ⇒ Procter & Gamble Company (PG)(PG)	Stocks	Self	$50,001 - $100,000	Dividends $2,501 - $5,000
John's Cortex Holding Account (Fidelity) ⇒ Solventum Corporation Common Stock (SOLV)(SOLV)	Stocks	Self	$15,001 - $50,000	Dividends $201 - $1,000
John's Cortex Holding Account (Fidelity) ⇒ State Street Energy Select Sector SPDR ETF (XLE)(XLE)	ETFs	Self	$100,001 - $250,000	Dividends $5,001 - $15,000
John's Cortex Holding Account (Fidelity) ⇒ State Street Health Care Select Sector SPDR ETF (XLV)(XLV)	ETFs	Self	$100,001 - $250,000	Dividends $2,501 - $5,000
John's Cortex Holding Account (Fidelity) ⇒ State Street Technology Select Sector SPDR ETF (XLK)(XLK)	ETFs	Self	$50,001 - $100,000	Dividends $1,001 - $2,500
John's Cortex Holding Account (Fidelity) ⇒ Visa Inc. (V)(V)	Stocks	Self	$100,001 - $250,000	Dividends $5,001 - $15,000
John's Private Cap Edu Brok Fid ⇒ AMG Pantheon Credit Solutions Fund- Class S (PCSZX)(PCSZX)	Other	Self	$50,001 - $100,000	Capital Gains, Dividends, Interest $5,001 - $15,000
John's Private Cap Edu Brok Fid ⇒ AMG Pantheon Infrastructure	Other	Self	$250,001 - $500,000	Capital Gains, Dividends, Interest $15,001 - $50,000
John's Private Cap Edu Brok Fid ⇒ ARES Core Infrastructure Fund	Other	Self	$250,001 - $500,000	Capital Gains, Dividends, Interest $15,001 - $50,000
John's Private Cap Edu Brok Fid ⇒ Blue Owl CR Income Corp	Other	Self	$100,001 - $250,000	Capital Gains, Dividends, Interest $5,001 - $15,000
John's Private Cap Edu Brok Fid ⇒ Blue Owl Net Lease Trust	Other	Self	$250,001 - $500,000	Capital Gains, Dividends, Interest $15,001 - $50,000
John's Private Cap Edu Brok Fid ⇒ Dimensional Core Fixed Income ETF (DFCF)(DFCF)	ETFs	Self	$1,001 - $15,000	Capital Gains, Dividends, Interest $201 - $1,000
John's Private Cap Edu Brok Fid ⇒ Fidelity Cash Reserves	Bank & Cash	Self	$1,001 - $15,000	Interest $201 - $1,000
John's VUL John Hancock ⇒ John's VUL John Hancock	Insurance	Self	$1,000,001 - $5,000,000	Tax-Deferred
Mammoth Investors Fund ⇒ Mammoth Investors Fund	Other	Self	$1,001 - $15,000	None
Mammoth Scientific Fund ⇒ Mammoth Scientific Fund	Other	Self	$15,001 - $50,000	None
Schwab - Brokerage (Education) ⇒ Cash	Bank & Cash	Joint	$15,001 - $50,000	Interest $201 - $1,000
Schwab - Brokerage (Education) ⇒ DFA Emerging Markets Value Portfolio (DFEVX)(DFEVX)	Mutual Funds	Joint	$15,001 - $50,000	Dividends $201 - $1,000
Schwab - Brokerage (Education) ⇒ DFA Intermediate Term Municipal Bond Ptf Inst Cl (DFTIX)(DFTIX)	Mutual Funds	Joint	$100,001 - $250,000	Dividends $1,001 - $2,500
Schwab - Brokerage (Education) ⇒ DFA International Small Company Portfolio (DFISX)(DFISX)	Mutual Funds	Joint	$15,001 - $50,000	Dividends $201 - $1,000
Schwab - Brokerage (Education) ⇒ DFA Short Term Municipal Bond Portfolio (DFSMX)(DFSMX)	Mutual Funds	Joint	$100,001 - $250,000	Dividends $2,501 - $5,000
Schwab - Brokerage (Education) ⇒ DFA U.S. Large Cap Value Portfolio (DFLVX)(DFLVX)	Mutual Funds	Joint	$15,001 - $50,000	Dividends $201 - $1,000
Schwab - Brokerage (Education) ⇒ Dimensional International Value ETF (DFIV)(DFIV)	ETFs	Joint	$50,001 - $100,000	Dividends $1,001 - $2,500
Schwab - Brokerage (Education) ⇒ Dimensional U.S. Core Equity 2 ETF (DFAC)(DFAC)	ETFs	Joint	$15,001 - $50,000	Dividends $201 - $1,000
Schwab - Brokerage (Education) ⇒ Dimensional US Large Cap Value ETF (DFLV)(DFLV)	ETFs	Joint	$15,001 - $50,000	Dividends $201 - $1,000
Schwab - Brokerage (Education) ⇒ iShares Core S&P 500 ETF (IVV)(IVV)	ETFs	Joint	$15,001 - $50,000	Dividends $201 - $1,000
Schwab - Brokerage (Education) ⇒ iShares Core S&P 500 ETF (IVV)(IVV)	ETFs	Joint	$15,001 - $50,000	Dividends $201 - $1,000
Thomas - Path2College 529 Plan ⇒ Thomas - Path2College 529 Plan GA	Other	Self	$1,001 - $15,000	Tax-Deferred

Liabilities (1)

Creditor	Type	Amount	Rate	Term
Huntington Bank	mortgage	$500,001 - $1,000,000	—	—

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Methodology: Net worth is calculated from annual financial disclosures filed under the STOCK Act. Congress members report asset values and liabilities in ranges (e.g., $1,001-$15,000), not exact amounts. The “estimated net worth” shown is the midpoint of total assets minus the midpoint of total liabilities. Actual values may differ. Stock trading data comes from separate Periodic Transaction Reports (PTRs).