17 assets, filed May 11, 2026 (FD Original).
AAPL
Apple Inc. - Common Stock · Stock (public) · Inherited IRA SP
$1,001 - $15,000
CGBL
Capital Group Core Balanced ETF · Exchange-traded fund · Inherited IRA SP
$1,001 - $15,000
CGDV
Capital Group Dividend Value ETF · Exchange-traded fund · Inherited IRA SP
$1,001 - $15,000
CBSI
Central Bancshares, Inc. New · Stock (public) · Spouse
None
Edward Jones Single Account
IRA holding · Inherited IRA SP
$1,001 - $15,000
HTRB
Hartford Total Return Bond ETF · Exchange-traded fund · Inherited IRA SP
$1,001 - $15,000
QQQM
Invesco NASDAQ 100 ETF · Exchange-traded fund · Inherited IRA SP
$1,001 - $15,000
MFSI
MFS Active International ETF · Exchange-traded fund · Inherited IRA SP
$1,001 - $15,000
Nutrition at the Training Table (1994) [IP] Stickley Farm
Real property · Spouse
$100,001 - $250,000
PTRQX
PGIM Total Return Bond Fund Class R6 · Mutual fund · Inherited IRA SP
$1,001 - $15,000
Park National Bank
Bank/brokerage account · Joint
$15,001 - $50,000
PRK
Park National Corporation Common Stock · Stock (public) · Inherited IRA SP
$1,001 - $15,000
TCHP
T. Rowe Price Blue Chip Growth ETF · Exchange-traded fund · Inherited IRA SP
$15,001 - $50,000
BND
Vanguard Total Bond Market ETF · Exchange-traded fund · Inherited IRA SP
$1,001 - $15,000
[DB] Park National Bank
Bank/brokerage account · Joint
$15,001 - $50,000
IWM
iShares Russell 2000 Index Fund · Exchange-traded fund · Inherited IRA SP
$1,001 - $15,000