Annual financial disclosure for 2022, filed September 17, 2025. Includes 49 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 |
Schwab Money Market Fund | $1,001 - $15,000 |
Suburban Hematology-Oncology Assoc. P.C, 10% Interest Snellville, GA, US | $1,001 - $15,000 |
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 |
FID Extd Mkt Idx | $50,001 - $100,000 |
Vanguard Target 2055 | $50,001 - $100,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
Fidelity Brokerage Services - cash | $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 |
| $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 |
JPMorgan Global Bond Opportunities Fund I Class | $1,001 - $15,000 |
| $1,001 - $15,000 |
| N/A |
| $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 |
Money Market | $15,001 - $50,000 |
USAA Aggressive Growth | $15,001 - $50,000 |
USAA Emerging Markets | $1,001 - $15,000 |
USAA High Income | $1,001 - $15,000 |
USAA International | $15,001 - $50,000 |
Schwab Roth Contributory IRA (unspecified fund) | $15,001 - $50,000 |
USAA Value | $15,001 - $50,000 |
