14 assets, filed Jun 1, 2026 (FD Original).
American General Life Fixed Annuity (IRA, SEP)
FN
$1,001 - $15,000
Bank of America Accounts
Bank/brokerage account
$100,001 - $250,000
Central Florida Credit Union Accounts
Bank/brokerage account
$1,001 - $15,000
Chase Bank Accounts
Bank/brokerage account
$15,001 - $50,000
Citizens Access Bank
Bank/brokerage account
$50,001 - $100,000
Comenity Bank Savings Bank Account
Bank/brokerage account
$100,001 - $250,000
Fundrise Flagship Real Estate Fund
REIT · Fundrise
$1,001 - $15,000
Fundrise Income Real Estate Fund
REIT · Merrill Lynch Portfolio
$1,001 - $15,000
Merrill Lynch Money Market / Sweep
Bank/brokerage account · Merrill Lynch Portfolio
None
Old Winter Garden Road Property
Real property
$250,001 - $500,000
Rollover IRA
IRA holding
$15,001 - $50,000
Truist Bank Account
Bank/brokerage account
$15,001 - $50,000
US Treasury I Bonds
Government security
$1,001 - $15,000
Webster Air Conditioning and Heating Inc. Stock
Private stock option
$100,001 - $250,000