54 assets, filed May 15, 2026 (FD Original).
(Half Interest)
Real property
$500,000
(Half Interest)
Real property
$1,000,000
(Half Interest)
Real property
$1,000,000
29 Morrell St., Long Branch, NJ (Half Interest)
Real property
$500,001 - $1,000,000
ADVANTAGE VAR ANNUITY
FN · WELLS FARGO ADVISORS: IRA SP
$1,001 - $15,000
ALLIANZ LIFE INS CO NORTH AMER INS PRODS INDEX
$500,000
WEMAX
Allspring Fd, Emerging Growth A · Mutual fund · WELLS FARGO ADVISORS: ROTH IRA SP
$15,001 - $50,000
WFMIX
Allspring Special Mid Cap Value Fund Insti Class · Mutual fund · WELLS FARGO ADVISORS: IRA SP
$1,001 - $15,000
BEXIX
Baron Emerging Markets Fd Inst Shs · Mutual fund · WELLS FARGO ADVISORS: IRA SP
$1,001 - $15,000
BSFIX
Baron Small Cap Fund Inst Shs · Mutual fund · WELLS FARGO ADVISORS: IRA SP
$1,001 - $15,000
CIVIX
Causeway International Value Fund - Institutional Class · Mutual fund · WELLS FARGO ADVISORS: IRA SP
$1,001 - $15,000
Chase Bank Account, Long Branch, NJ
Bank/brokerage account
$1 - $1,000
Congressional Federal Credit Union
Bank/brokerage account · Joint
$15,001 - $50,000
DODGE & COX STK FUND
Mutual fund · WELLS FARGO ADVISORS: IRA SP
$1,001 - $15,000
ECSWX
Embark Commodity Strategy Fund Institutional Class · Mutual fund · WELLS FARGO ADVISORS: IRA SP
$15,001 - $50,000
EL
Estee Lauder Companies, Inc. · Stock (public) · WELLS FARGO ADVISORS: IRA SP
$1,001 - $15,000
AEPFX
EuroPacific Growth Fund, Class F-2 Shs · Mutual fund · WELLS FARGO ADVISORS: IRA SP
$1,001 - $15,000
FTIXX
Financial Square Treasury Instruments Fd - FST Shares · Mutual fund · WELLS FARGO ADVISORS: IRA SP
None
FTGC
First Trust Global Tactical Commodity Strategy Fund · Exchange-traded fund · WELLS FARGO ADVISORS: GST TRUST 2 SP
$1,001 - $15,000
FKDNX
Franklin Dynatech Fund Class A · Mutual fund · WELLS FARGO ADVISORS: ROTH IRA
$15,001 - $50,000
RGESX
Global Equity Fund Class S · Mutual fund
$100,000
GSIE
Goldman Sachs ActiveBeta International Equity ETF · Exchange-traded fund · WELLS FARGO ADVISORS: GST TRUST 2 SP
$1,001 - $15,000
ODVYX
Invesco Developing Markets Fund Class Y · Mutual fund · WELLS FARGO ADVISORS: IRA SP
$1,001 - $15,000
PDBC
Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF · Exchange-traded fund · WELLS FARGO ADVISORS: GST TRUST 2 SP
$1,001 - $15,000
JMIEX
JPMorgan Emerging Markets Equity Fund Class L · Mutual fund · WELLS FARGO ADVISORS: IRA SP
$1,001 - $15,000
JMUEX
JPMorgan U.S. Equity Fund Class L · Mutual fund · WELLS FARGO ADVISORS: IRA SP
$1,001 - $15,000
LZEMX
Lazard Emerging Markets Equity Portfolio Institutional Shares · Mutual fund · WELLS FARGO ADVISORS: IRA SP
$15,001 - $50,000
RMGSX
Multi-Asset Growth Strategy Fund - Class S · Mutual fund
$100,000
MLAIX
NYLI Winslow Large Cap Growth Fund Class I · Mutual fund · WELLS FARGO ADVISORS: IRA SP
$1,001 - $15,000
RGCSX
Opportunistic Credit Fund Class S · Mutual fund
$100,000
PCLIX
PIMCO COMMODITIESPLUS STRATEGY FD CL INSTITUTIONAL · Mutual fund · WELLS FARGO ADVISORS: IRA SP
$15,001 - $50,000
GLDM
SPDR Gold MiniShares Trust · Exchange-traded fund · WELLS FARGO ADVISORS: GST TRUST 2 SP
None
XLE
SPDR Select Sector Fund - Energy Select Sector · Exchange-traded fund · WELLS FARGO ADVISORS: GST TRUST 2 SP
None
GNR
State Street SPDR S&P Global Natural Resources ETF · Exchange-traded fund · WELLS FARGO ADVISORS: GST TRUST 2 SP
$1,001 - $15,000
RFCTX
Strategic Bond Fund Class S · Mutual fund
$100,000
TROSX
T. Rowe Price Overseas Stock Fund · Mutual fund · WELLS FARGO ADVISORS: IRA SP
$15,001 - $50,000
TXN
Texas Instruments Incorporated · Stock (public) · WELLS FARGO ADVISORS: IRA SP
$1,001 - $15,000
KHC
The Kraft Heinz Company · Stock (public) · WELLS FARGO ADVISORS: GST TRUST 1 SP
$15,001 - $50,000
MICC
The Magnum Ice Cream Company N.V. Ordinary Shares · Stock (public) · WELLS FARGO ADVISORS: IRA SP
$15,001 - $50,000
RSESX
U.S. Strategic Equity Fund Class S · Mutual fund
$250,000
UL
Unilever PLC · Stock (public) · WELLS FARGO ADVISORS: IRA SP
$1,001 - $15,000
VANGUARD DIVIDEND APPRECIATION
Exchange-traded fund · WELLS FARGO ADVISORS: GST TRUST 2 SP
$15,001 - $50,000
VIRTUS ASSET TR CEREDEX MID CAP VALUE EQUITY FUND CL I
Mutual fund · WELLS FARGO ADVISORS: IRA SP
$15,001 - $50,000
VMBS
Vanguard Mortgage-Backed Securities ETF · Exchange-traded fund · WELLS FARGO ADVISORS: GST TRUST 2 SP
None
VSOIX
Victory Sycamore Small Company Opportunity CL I · Mutual fund · WELLS FARGO ADVISORS: IRA SP
None
WELLS FARGO BANK, N.A.
Bank/brokerage account · WELLS FARGO ADVISORS: GST TRUST 2 SP
None
DIS
Walt Disney Company · Stock (public) · WELLS FARGO ADVISORS: IRA SP
$15,001 - $50,000
WMFFX
Washington Mutual Investors Fund Cl F-2 Shs · Mutual fund · WELLS FARGO ADVISORS: IRA SP
$1,001 - $15,000
Wells Fargo Bank - Checking Account
Bank/brokerage account · Spouse
$1,001 - $15,000
Wells Fargo Bank N.A.
Bank/brokerage account · WELLS FARGO ADVISORS: GST TRUST 3 SP
$15,001 - $50,000
Wells Fargo Bank N.A.
Bank/brokerage account · WELLS FARGO ADVISORS: GST TRUST 2 SP
$1,001 - $15,000
Wells Fargo Bank South Central N.A.
Bank/brokerage account · WELLS FARGO ADVISORS: GST TRUST 1 SP
$15,001 - $50,000
WAB
Westinghouse Air Brake Technologies Corporation Common Stock · Stock (public) · WELLS FARGO ADVISORS: ROTH IRA SP
$1,001 - $15,000
IEMG
iShares Core MSCI Emerging Markets ETF · Exchange-traded fund · WELLS FARGO ADVISORS: GST TRUST 2 SP
$15,001 - $50,000