21 assets, filed May 12, 2026 (FD Original).
CAT
Caterpillar, Inc. · Stock (public)
$100,000
FIDELITY 500 INDEX FUND [MF] MCDERMOTT WILL & EMERY SAVINGS AND
$15,001 - $50,000
FIDELITY MID-CAP INDEX FUND [MF] MCDERMOTT WILL & EMERY SAVINGS AND
$1,001 - $15,000
FIDELITY SMALL-CAP INDEX FUND [MF] MCDERMOTT WILL & EMERY SAVINGS AND
$1,001 - $15,000
FECMX
Fidelity Advisor Emerging Markets Class I (FECMX) [MF] MCDERMOTT WILL & EMERY SAVINGS AND
$15,001 - $50,000
F
Ford Motor Company · Stock (public) · JP MORGAN SECURITIES LLC BROKERAGE ACCOUNT
$15,001 - $50,000
GE
GE Aerospace Common Stock · Stock (public) · JP MORGAN SECURITIES LLC BROKERAGE ACCOUNT
$1,001 - $15,000
GEHC
GE HealthCare Technologies Inc. - Common Stock · Stock (public) · JP MORGAN SECURITIES LLC BROKERAGE ACCOUNT
$15,001 - $50,000
GENEVA SMALL CAP GROWTH COLLECTIVE FUND CLASS C [OT] MCDERMOTT WILL & EMERY SAVINGS AND
$1,001 - $15,000
INTEREST BEARING BROKERAGE CASH ACCOUNT
Bank/brokerage account
$250,000
JOHNSON BANK CHECKING ACCOUNT
Bank/brokerage account
$15,001 - $50,000
JPMORGAN CHASE BANK, NA CHECKING ACCOUNT
Bank/brokerage account
$15,001 - $50,000
MCDERMOTT WILL & EMERY SAVINGS AND
None
MFS INTERNATIONAL DIVERSIFICATION FUND CLASS R3 [MF] MCDERMOTT WILL & EMERY SAVINGS AND
$1,001 - $15,000
T ROWE PRICE LARGE CAP GROWTH TRUST C [MF] MCDERMOTT WILL & EMERY SAVINGS AND
$15,001 - $50,000
VANGUARD MID CAP GROWTH INDEX FUND ADMIRAL
$250,000
VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND INSTITUTIONAL SHARES [MF] MCDERMOTT WILL & EMERY SAVINGS AND
$15,001 - $50,000
VSEQX
Vanguard Strategic Equity Fund · Mutual fund
$250,000
VTIVX
Vanguard Target Retirement 2045 Fund · Mutual fund
$500,000
VTTSX
Vanguard Target Retirement 2060 Fund · Mutual fund
$250,000
VWUSX
Vanguard U.S. Growth Fund · Mutual fund
$500,000