Annual financial disclosure for 2024, filed August 13, 2025. Includes 62 assets and 1 liabilities.
| Asset | Value |
|---|---|
Age-Based Option 18+: In College Portfolio GA | $15,001 - $50,000 |
Principal Life Ins Co Cust SEP IRA GA | $15,001 - $50,000 |
| Creditor | Type | Amount |
|---|---|---|
| NationStar Mortgage LLC | mortgage | $500,001 - $1,000,000 |
Suburban Hematology-Oncology Assoc. P.C, 10% Interest Lawrenceville, GA, US | $100,001 - $250,000 |
The Income Fund of America - A | $1,001 - $15,000 |
The Income Fund of America - C | $15,001 - $50,000 |
The Investment Company of America - A | $1,001 - $15,000 |
The Investment Company of America - C | $15,001 - $50,000 |
Envision Healthcare 401(K) Plan - FID Extd Mkt Idx | $50,001 - $100,000 |
Envision Healthcare 401(K) Plan - Vanguard Target 2055 | $50,001 - $100,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
JPMorgan Global Bond Opportunities Fund I Class | $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
Allspring Money Market Fund Class Premier | $100,001 - $250,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
Allspring Money Market Fund Class Premier | $100,001 - $250,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
Baron Asset Fund Inst Shs | $1,001 - $15,000 |
Baron Emerging Markets Fd Inst Shs | $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
Fidelity Advisor International Capital Appreciation Fund: Class I | $1,001 - $15,000 |
Fidelity Advisor Total Bond Fund: Class I | $15,001 - $50,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
Janus Henderson Flexible Bond Fund - I Shares | $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
Neuberger Berman Genesis Institutional | $1,001 - $15,000 |
| $1,001 - $15,000 |
Nuveen Real Estate Securities Fund Cl I | $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
Thornburg Strategic Income Fund Class I Shares | $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
