24 assets, filed Aug 13, 2026 (FD Original).
American Funds Washington Mutual Investors Fund Class F-2
Mutual fund · Wells Fargo Advisors 401(k)
$15,001 - $50,000
Baird Aggregate Bond Fund Class Institutional
Mutual fund · Wells Fargo Advisors 401(k)
$15,001 - $50,000
BAC
Bank of America · Bank/brokerage account
$1,001 - $15,000
Baron Invt Funds Trust Small Cap Fund
Mutual fund · Wells Fargo Advisors 401(k)
$15,001 - $50,000
Baron Select Funds Emerging Markets FD
Mutual fund · Wells Fargo Advisors 401(k)
$1,001 - $15,000
CIVIX
Causeway International Value Fund - Institutional Class · Mutual fund · Wells Fargo Advisors 401(k)
$15,001 - $50,000
Dodge & Cox Stk FD
Mutual fund · Wells Fargo Advisors 401(k)
$15,001 - $50,000
Eaton Vance Income Fund of Boston Class I
Mutual fund · Wells Fargo Advisors 401(k)
$15,001 - $50,000
ECSWX
Embark Commodity Strategy Fund Institutional Class · Mutual fund · Wells Fargo Advisors 401(k)
$1,001 - $15,000
AEPFX
EuroPacific Growth Fund, Class F-2 Shs · Mutual fund · Wells Fargo Advisors 401(k)
$1,001 - $15,000
Goldman Sachs FS Treasury Instruments Fund
Mutual fund · Wells Fargo Advisors 401(k)
None
Invesco Developing Markets Fund
Mutual fund · Wells Fargo Advisors 401(k)
$15,001 - $50,000
JMIEX
JPMorgan Emerging Markets Equity Fund Class L · Mutual fund · Wells Fargo Advisors 401(k)
$15,001 - $50,000
JMUEX
JPMorgan U.S. Equity Fund Class L · Mutual fund · Wells Fargo Advisors 401(k)
$15,001 - $50,000
James M. Costa Farms (Sole Proprietorship)
Farm
$1,000,001 - $5,000,000
MFS SER TR 1 VALUE FD
Mutual fund
$100,000
NYLI Winslow Large Cap Growth Fund Class I (MLAIX)
$100,000
PIMCO Commodities Plus Strategy FD CL
Mutual fund · Wells Fargo Advisors 401(k)
$15,001 - $50,000
Portuguese Fraternal Society of America
WU
$1,001 - $15,000
Rental Home
Real property
$500,001 - $1,000,000
T Rowe Price Overseas Stock Fund
Mutual fund
$100,000
UMB Financial Corporation - Common Stock (UMBF)
$15,001 - $50,000
Victory Sycamore Small Co Oppty
Mutual fund · Wells Fargo Advisors 401(k)
None
[ST] United Security Bank
Bank/brokerage account
$1,001 - $15,000