22 assets, filed May 7, 2026 (FD Original).
AMCPX
AMCAP Fund, Class A Shares A · Mutual fund · Spouse
$50,001 - $100,000
AMCPX
AMCAP Fund, Class A Shares A · Mutual fund
$15,001 - $50,000
AEPGX
American Funds EuroPacific Growth A · Mutual fund
$1,001 - $15,000
AHITX
American Funds High-Income Trust A · Mutual fund
$15,001 - $50,000
AIBAX
American Funds Int Bond Fd of America A · Mutual fund
$1,001 - $15,000
SMCWX
American Funds SMALLCAP World A · Mutual fund
$15,001 - $50,000
Bright Directions-Advisor Guided 529 College Savings
529 plan holding · Joint
$1,001 - $15,000
CIBC Checking
Bank/brokerage account · Spouse
$1,001 - $15,000
CIBC Checking
Bank/brokerage account · Joint
$1,001 - $15,000
Devon Bank Checking
Bank/brokerage account
$1,001 - $15,000
Franklin Strategic Biotechnology Discovery Fund Class A
· Spouse
$15,001 - $50,000
ANCFX
Fundamental Investors, Class A Shares · Mutual fund
$15,001 - $50,000
HFMCX
Hartford MidCap Fund Class A · Mutual fund · Spouse
$1,001 - $15,000
Northwestern Mutual Money Funds
Bank/brokerage account
$15,001 - $50,000
PEYAX
Putnam Large Cap Value Fund Class A · Mutual fund · Spouse
$15,001 - $50,000
ABNDX
The Bond Fund of America, Class A Shares · Mutual fund · Spouse
$1,001 - $15,000
ABNDX
The Bond Fund of America, Class A Shares · WU · Spouse
$15,001 - $50,000
AGTHX
The Growth Fund of America Class A Shares · Mutual fund
$15,001 - $50,000
AGTHX
The Growth Fund of America Class A Shares · Mutual fund · Spouse
$1,001 - $15,000
HWDAX
The Hartford World Bond Fd Cl A · Mutual fund · Spouse
$1,001 - $15,000
United of Omaha
WU · Spouse
$15,001 - $50,000
AWSHX
Washington Mutual Invs Fd Cl A Shs · Mutual fund
$15,001 - $50,000