| Bank Of America | Checking | Filer | $100,000–$199,999 income $0–$29,999 |
| Banner Bank | Checking | Filer | $0–$29,999 income $0–$29,999 |
| Rockefeller Capital Management | equities, bonds, | Filer | $1,000,000 or more |
| Stocks and bonds | Raymond James Managed | Filer, Spouse | $1,000,000 or more income $30,000–$59,999 |
| FIMM Government MM FRGXX | | $100,000–$199,999 income $0–$29,999 |
| Benton County Bond | | $0–$29,999 income $0–$29,999 |
| BOFA Finance LLC | | $0–$29,999 income $0–$29,999 |
| Cache Cnty School District | | $0–$29,999 income $0–$29,999 |
| Cache Cnty School District | | $30,000–$59,999 income $0–$29,999 |
| Cantillo TX School Bond | | $0–$29,999 income $0–$29,999 |
| Citigroup Global Bond | | $0–$29,999 income $0–$29,999 |
| Clark Cnty GO bond | | $30,000–$59,999 income $0–$29,999 |
| Florida State Brd of Edu | | $0–$29,999 income $0–$29,999 |
| Florida State Brd of Edu | | $30,000–$59,999 income $0–$29,999 |
| Forest Lake Mn School D | | $0–$29,999 income $0–$29,999 |
| Grand Praire TX bond | | $0–$29,999 income $0–$29,999 |
| Greenfield WS Sch Dist | | $0–$29,999 income $0–$29,999 |
| Henderson NV Bonds | | $0–$29,999 income $0–$29,999 |
| Houston TX Pub Imp bond | | $0–$29,999 income $0–$29,999 |
| JP Morgan Chase bond | | $30,000–$59,999 income $0–$29,999 |
| King Cnty WA School Dist | | $0–$29,999 income $0–$29,999 |
| Klein TX School Dist bonds | | $0–$29,999 income $0–$29,999 |
| Las Vegas Valley Water | | $0–$29,999 income $0–$29,999 |
| Lewisville TX Wtr & Swr | | $30,000–$59,999 income $0–$29,999 |
| Metro Wtr Dist Salt Lake | | $60,000–$99,999 income $0–$29,999 |
| Oregon State GO bond | | $0–$29,999 income $0–$29,999 |
| Pierce Cnty WA Sch Dist | | $30,000–$59,999 income $0–$29,999 |
| Prosper TX School bond | | $30,000–$59,999 income $0–$29,999 |
| Roma TX School Bond | | $0–$29,999 income $0–$29,999 |
| San Antonio Elec and Gas bond | | $30,000–$59,999 income $0–$29,999 |
| Seattle Mun Light and Power | | $30,000–$59,999 income $0–$29,999 |
| Spokane Cnty Sch Dist bond | | $30,000–$59,999 income $0–$29,999 |
| St Paul Sch Dist Bond | | $30,000–$59,999 income $0–$29,999 |
| UT State Bldg Ownership bond | | $30,000–$59,999 income $0–$29,999 |
| Wash Cnty UT Wtr bond | | $30,000–$59,999 income $0–$29,999 |
| Wash State CTFS bond | | $30,000–$59,999 income $0–$29,999 |
| Whatcom Cnty Schl Bond | | $0–$29,999 income $0–$29,999 |
| Yakima Cnty Sch Bond | | $30,000–$59,999 income $0–$29,999 |
| Apple AAPL | | $60,000–$99,999 income $0–$29,999 |
| ATT T | | $500,000–$749,999 income $30,000–$59,999 |
| Belcrest Cap Fund BLTCE | | $1,000,000 or more |
| Belmar Cap Fund BLMCE | | $1,000,000 or more |
| Comcast CMCSA | | $1,000,000 or more income $100,000–$199,999 |
| Expedia EXPE | | $0–$29,999 |
| Liberty Broad band LBRDK | | $200,000–$499,999 |
| Liberty Global LBTYA | | $60,000–$99,999 |
| Liberty Latin Amer LILA | | $0–$29,999 |
| Liberty Latin Amer Class C LILAK | | $0–$29,999 |
| Sirius XM LSXMK | | $200,000–$499,999 |
| Liberty Media Del Com Ser FWONA | | $100,000–$199,999 |
| Liberty Media Class C FWONK | | $200,000–$499,999 |
| Microsoft MSFT | | $200,000–$499,999 income $0–$29,999 |
| Nationwide Annuity | | $200,000–$499,999 income $0–$29,999 |