13 assets, filed Aug 3, 2026 (FD Original).
BANK FIVE NINE
IRA holding
$100,000
BMO HARRIS BANK
Bank/brokerage account
$250,000
CONDOMINIUM
Real property
$250,000
CAIBX
Capital Income Builder Cl A Shs · Mutual fund
$250,000
RERGX
EuroPacific Growth Fund Cl R-6 · Mutual fund
$250,000
FIDELITY CONTRAFUND COMMINGLED POOL CL3
$1,000,000
SERIES I & SAVINGS BOND
Government security
$15,001 - $50,000
STATE BANK OF NEWBURG
Bank/brokerage account · BANK ACCOUNTS
$1,001 - $15,000
THRIVENT MUTUAL BOND FUND - A
Mutual fund · INVESTMENTS
$1,001 - $15,000
The Growth Fund of America Class A Shares (AGTHX)
$500,000
The Income Fund of America, Class A Shares (AMECX)
$250,000
USB
U.S. Bancorp · Stock (public) · INVESTMENTS
$1,001 - $15,000
Vanguard Institutional 500 Index Trust Unit C
Other
$1,000,000