16 assets, filed May 14, 2026 (FD Original).
AB Discovery Growth Fund
Mutual fund · Barton W. Houlahan Irrevocable Trust 33482 SP
$15,001 - $50,000
AB Discovery Value Fund
Mutual fund
$100,000
AB Discovery Value Fund
Mutual fund · Barton W. Houlahan Irrevocable Trust 33482 SP
$1,001 - $15,000
AB Intl Strategic Equities
Mutual fund
$1,000,000
AB Intl Strategic Equities
Mutual fund
$250,000
AB Sustain Global Theme
Mutual fund
$250,000
AB Sustain Global Theme
Mutual fund
$1,000,000
AB Wealth Appreciation Strategy
Mutual fund
$250,000
AB Wealth Appreciation Strategy
Mutual fund
$250,000
ABFIS Govt Money Market Class 1
Bank/brokerage account
$250,000
AllianceBernstein All Market R Class
Mutual fund · Barton W. Houlahan Irrevocable Trust 33482 SP
$15,001 - $50,000
Ardent Credit Union
Bank/brokerage account · Bank Accounts JT
$1 - $1,000
BNY Employee Stock Ownership Plan
Private equity fund · Spouse
$50,001 - $100,000
Bernstein Diversified Municipal Portfolio
Government security
$100,000
Green Century Balanced Fund Institutional Class
· Spouse
$15,001 - $50,000
Tax Aware Overlay A
Mutual fund · Bart and Christina Houlahan 03694 JT
None