p. 11 attachment (text read by OCR)
Lum Income, Cont'd Recipient of Income Source of Income Range Amount Identify the Individual receiving income List name of employer Select an income range Spouse & Self Rental Property LA $10,000 to $24,999 Spouse & Self SPDR S&P 500 ETF Less than $999 Spouse & Self Wells Fargo Less than $999 Spouse Chase, NA Less than $999 Spouse Thread Bank Less than $999 Spouse & Self Barclays $1,000 to $9,999 Spouse & Self United States of America Less than $999 Spouse & Self Ally Bank $1,000 to $9,999 Spouse KO Holdings, LLC $10,000 to $24,999 Spouse KO Holdings II, LLC $1,000 to $9,999 Spouse Nvidia Corp Less than $999 Spouse & Self TD Bank Less than $999 Spouse Weathcare Saver Less than $999 Spouse Rocky Mountain Reserve Less than $999 Spouse Invesco NAZDAQ 100 ETF Less than $999 Spouse & Self Bank of America Less than $999 Spouse & Self Alumni Ventures Less than $999 Spouse & Self ENT Credit Union Less than $999 Lum Assets, Cont'd Person with financial Interest Name of Business, Insurance Company, or Trust Spouse & Self Vanguard Federal Money Market Fund (VMFXX) Spouse & Self Vanguard Target Retirement 2060 Investor Cl (VTTSX) Spouse & Self Vanguard Growth Index Admiral Cl (VIGAX) Spouse & Self Vangaurd Small Cap Growth Index Admiral Cl (VSGAX) Spouse & Self Vanguard Small Cap Value Index Admiral Cl (VSIAX) Spouse & Self Vanguard Total INTL Stock Index Admiral Cl (VTIAX) Spouse & Self Vanguard Value Index Admiral Cl (VVIAX) Spouse & Self Vanguard S&P 500 Index ETF (VOO) Self Vanguard Target Retiremetn 2050 (VFIFX) Self PERAdvantage 2065 Fund Spouse Soona Co. Spouse SPC Rocky Mountain Fund Ill Spouse Gooder Foods Inc. Spouse Sweater, Inc. Spouse Sweater Cashmere Fund Spouse Fortius Metals Inc. Spouse NVIDIA Corp Spouse Invesco NAZDAQ 100 ETF Spouse & Self Alumni Ventures AV March 2024 Total Acess Fund -A Spouse Rise Companies Corp Spouse & Self SPDR S&P 500 ETF Spouse AVSF Replit 2026, LLC Spouse Cytonics Corp.