26 assets, filed Aug 13, 2026 (FD Original).
GOOGL
Alphabet Inc. - Class A Common Stock · Stock (public) · Ameriprise Brokerage Account JT
$15,001 - $50,000
American Funds 2030 Target Date Retirement Fd Cl R-6
$250,000
AAPL
Apple Inc. - Common Stock · Stock (public) · Ameriprise Brokerage Account JT
$15,001 - $50,000
Broadcast Music, Inc.
Intellectual property · Spouse
$1,001 - $15,000
BAM
Brookfield Asset Management Inc Class A Limited Voting Shares · Stock (public) · Ameriprise Brokerage Account JT
$1,001 - $15,000
BN
Brookfield Corporation Class A Limited Voting Shares · Stock (public) · Ameriprise Brokerage Account JT
$15,001 - $50,000
CAT
Caterpillar, Inc. Common Stock · Stock (public) · Ameriprise - Inherited IRA
$1,001 - $15,000
Congressional Federal Credit Union
Bank/brokerage account · Joint
$50,001 - $100,000
COP
ConocoPhillips Common Stock · Stock (public) · Ameriprise - Inherited IRA
$1,001 - $15,000
COST
Costco Wholesale Corporation - Common Stock · Stock (public) · Ameriprise Brokerage Account JT
$1,001 - $15,000
FXAIX
Fidelity 500 Index Fund · Mutual fund
$250,000
Fidelity Insti Money Market Funds Money Market Port
$500,000
SGIIX
First Eagle Global Fund Class I · Mutual fund · Ameriprise - Inherited IRA
$1,001 - $15,000
FNSXX
Inst Cl · Mutual fund · Ameriprise Brokerage Account JT
$15,001 - $50,000
NVDA
NVIDIA Corporation - Common Stock · Stock (public) · Ameriprise - Inherited IRA
$1,001 - $15,000
NVDA
NVIDIA Corporation - Common Stock · Stock (public)
$250,000
PALPX
PIMCO All Asset Fund Class I-2 · Mutual fund · Ameriprise - Inherited IRA
$1,001 - $15,000
Residential Property
Real property · Spouse
$250,001 - $500,000
TGBAX
Templeton Global Bond Fund Advisor Class · Mutual fund · Ameriprise - Inherited IRA
$1,001 - $15,000
UMG Recordings
Intellectual property · Spouse
$1,001 - $15,000
Universal Music Publishing
Intellectual property · Spouse
$1,001 - $15,000
VEU
Vanguard FTSE All World Ex US ETF · Exchange-traded fund · Ameriprise - Inherited IRA
$1,001 - $15,000
BIV
Vanguard Intermediate-Term Bond ETF · Exchange-traded fund · Ameriprise - Inherited IRA
$1,001 - $15,000
VOE
Vanguard Mid-Cap Value ETF · Exchange-traded fund · Ameriprise - Inherited IRA
$1,001 - $15,000
VTV
Vanguard Value ETF · Exchange-traded fund · Ameriprise - Inherited IRA
$1,001 - $15,000
DIS
Walt Disney Company · Stock (public) · Ameriprise Brokerage Account JT
$15,001 - $50,000