9 assets, filed Aug 13, 2026 (FD Amendment).
Adelphi Bank - Certificate of Deposit #1
Bank/brokerage account · Joint
$1,001 - $15,000
Adelphi Bank - Certificate of Deposit #2
Bank/brokerage account · Joint
$1,001 - $15,000
FXAIX
Fidelity 500 Index Fund · Mutual fund · Transamerica - Adelphi Bank 401(k) Plan SP
$1,001 - $15,000
International Growth Fund II Fee Class R1
Other · Transamerica - Adelphi Bank 401(k) Plan SP
$1,001 - $15,000
Ohio Public Employee Retirement
Private equity fund
$50,001 - $100,000
Ohio Public Employee Retirement
Private equity fund · Spouse
$250,001 - $500,000
SSCKX
State Street Target Retirement 2035 Fund Class K · Mutual fund · Ohio Deferred Compensation - 457(b) Plan
$15,001 - $50,000
VIGAX
Vanguard Growth Index Fd Admiral Shs · Mutual fund · Transamerica - Adelphi Bank 401(k) Plan SP
$1,001 - $15,000
VMGMX
Vanguard Mid-Cap Growth Index Fd Admiral · Mutual fund · Transamerica - Adelphi Bank 401(k) Plan SP
$1,001 - $15,000