53 assets, filed Sep 12, 2025 (FD Original).
AB Relative Value Fund Class A M/F
Mutual fund
$100,000
AMCAP Fund Class A-American Funds M/F
Mutual fund
$1,000,000
Accounts
Bank/brokerage account
$250,000
GOOGL
Alphabet Inc. - Class A · Stock (public)
$500,000
GOOG
Alphabet Inc. - Class C Capital Stock · Stock (public)
$500,000
American Funds 2030 TRGT Date Retire R2E RBEEX
$1,000,000
Anthem CityLine, 33% Interest [OL] is percent of total partnership capital that is attributable to this property.
· CHIPS III AC, LP
$1,001 - $15,000
Avere Southside Quarter, 10% Interest
Other liability
$100,000
Azora at Cypress Ranch, 12% Interest
Other liability
$100,000
Brookleigh Flats, 14% Interest
Other liability
$250,000
Capital World Growth & Income Fund Class A
$500,000
Citizens Bank, Carthage, TN Accounts
Bank/brokerage account
$50,001 - $100,000
Citizens Bank, Carthage, TN Stock
Private stock option
$500,001 - $1,000,000
COHR
Coherent Corp. · Stock (public) · John Williams Rose RIRA
$15,001 - $50,000
Duet, 8% Interest
Other liability
$100,000
Europacific Growth Fund Class A-American Funds M/F
$500,000
FNSXX
FIMM Money Market · Bank/brokerage account
$100,000
Farm Trust
Real property
$100,001 - $250,000
First Freedom Bancshares, Lebanon, TN Stock
Private stock option
$1,000,001 - $5,000,000
First Freedom Bank, Lebanon, TN Account
Bank/brokerage account
$100,001 - $250,000
Gibson Flowery Branch, 12% Interest
Other liability
$100,000
Growth Fund of America Class A-American Funds M/F
$1,000,000
Heyward/HK, LP, 1% Interest
Other liability
$50,001 - $100,000
INVESCO Income Advantage U.S. Fund Class A
Mutual fund
$100,000
Investment Company of America Class A-American
$500,000
JPMorgan Investor Growth Fund CL C M/F
Mutual fund · Chelsea Brooke Rose IRA SP
$1 - $1,000
LLC. All of the Boson LLCs are disregarded entities for tax purposes. Sun Life Assurance Company Whole Life Policy
WU
$500,001 - $1,000,000
M/F
Mutual fund · John Williams Rose RIRA
$15,001 - $50,000
MFS Growth Fund Class A M/F
Mutual fund · John Williams Rose RIRA
$15,001 - $50,000
Massachusetts Investors Growth Stock Fund Class C
$100,000
MSFT
Microsoft Corporation · Stock (public)
$500,000
MSFT
Microsoft Corporation · Stock (public)
$1,000,000
Parc at Broad River, 36% Interest [OL] is percent of total partnership capital that is attributable to this property.
· CHIPS III AC, LP
$1,001 - $15,000
Pavilion Land Partnership, LP, 1% Interest
Other liability
$1,001 - $15,000
Raymond James Bank Deposit Program
Bank/brokerage account · CHIPS III AC, LP
$1,001 - $15,000
Raymond James Bank Deposit Program
Bank/brokerage account · John Williams Rose RIRA
$15,001 - $50,000
Rose Farm, 100% Interest
Farm
$5,000,001 - $25,000,000
Smallcap World Fund Class A-American Funds M/F
$1,000,000
Stock
Private stock option
$100,000
Stock
Private stock option
$500,000
Tennessee Farmers Assurance Co., Columbia, TN Stock
$15,001 - $50,000
The Artessa, 11% Interest
Other liability
$100,000
The Collins, 13% Interest
Other liability
$100,000
The Edge, 18% Interest
Other liability
$250,000
The K-1 from this LP reflects no net income for the year. Pinnacle National Bank, Nashville, TN Account
Bank/brokerage account
$1,001 - $15,000
[PS] Tennessee Farmers Life Insurance Company Fixed
$1,001 - $15,000
aggregate distributions from the LP. The K-1 from this LP reflects a net
· Carter-Haston Multifamily Value Fund V HNW, L.P.
$15,001 - $50,000
aggregate distributions from the LP. The K-1 from this LP reflects a net
· Chelsea Brooke Rose IRA SP
$1,001 - $15,000
distributions from the LP. The K-1 from this LP reflects a loss for the year. CHIPS III AC, LP, 1% Interest
Other liability
$15,001 - $50,000
distributions from the LP. The K-1 from this LP reflects a net income loss Broad River/MP, LP, 1% Interest
Other liability
$50,001 - $100,000
interest is presently being charged. Nationwide Life Insurance Whole Life Policy
WU
$1,001 - $15,000