42 assets, filed Aug 13, 2026 (FD Original).
AMBFX
American Balanced Fund Class F-2 Shs · Mutual fund · Spouse SEP IRA — Wells Fargo Advisors (89) SP
$1,001 - $15,000
AMBFX
American Balanced Fund Class F-2 Shs · Mutual fund · Spouse SEP IRA — Wells Fargo Advisors (89) SP
$1,001 - $15,000
APDKX
Artisan International Value Fund Advisor Shares · Mutual fund · SEP IRA — Wells Fargo Advisors (52)
$1,001 - $15,000
APDKX
Artisan International Value Fund Advisor Shares · Mutual fund · Spouse SEP IRA — Wells Fargo Advisors (89) SP
$1,001 - $15,000
APDKX
Artisan International Value Fund Advisor Shares (APDKX) [MF] Individual Retirement Account — Wells Fargo Advisors
$15,001 - $50,000
Bank of America Checking Account
Bank/brokerage account · Joint
$100,001 - $250,000
FTIXX
Financial Square Treasury Instruments Fd - FST Shares · Mutual fund · SEP IRA — Wells Fargo Advisors (52)
$1,001 - $15,000
FTIXX
Financial Square Treasury Instruments Fd - FST Shares · Mutual fund · Spouse SEP IRA — Wells Fargo Advisors (89) SP
$1,001 - $15,000
Financial Square Treasury Instruments Fd - FST Shares
$100,000
FTIXX
Financial Square Treasury Instruments Fd - FST Shares (FTIXX) [MF] MJH Consulting Company 401(k) Account — Wells Fargo
$15,001 - $50,000
Individual Retirement Account — Wells Fargo Advisors
$15,001 - $50,000
LSGRX
Loomis Sayles Funds - Growth Fund Class Y · Mutual fund · SEP IRA — Wells Fargo Advisors (52)
$15,001 - $50,000
LSGRX
Loomis Sayles Funds - Growth Fund Class Y · Mutual fund · Spouse SEP IRA — Wells Fargo Advisors (89) SP
$1,001 - $15,000
LSGRX
Loomis Sayles Funds - Growth Fund Class Y (LSGRX) [MF] Individual Retirement Account — Wells Fargo Advisors
$15,001 - $50,000
LSIIX
Loomis Sayles Funds - Investment Grade Bond Fund Class Y · Mutual fund · SEP IRA — Wells Fargo Advisors (52)
$1,001 - $15,000
LSIIX
Loomis Sayles Funds - Investment Grade Bond Fund Class Y · Mutual fund · Spouse SEP IRA — Wells Fargo Advisors (89) SP
$1,001 - $15,000
LSIIX
Loomis Sayles Funds - Investment Grade Bond Fund Class Y (LSIIX) [MF] Individual Retirement Account — Wells Fargo Advisors
$15,001 - $50,000
MJH Consulting Company 401(k) Account — Wells Fargo
$1,001 - $15,000
MJH Consulting, 100% Interest
Other liability · Joint
None
MHYIX
NYLI MacKay High Yield Corporate Bond Fund Class I · Mutual fund · SEP IRA — Wells Fargo Advisors (52)
$1,001 - $15,000
MHYIX
NYLI MacKay High Yield Corporate Bond Fund Class I · Mutual fund · Spouse SEP IRA — Wells Fargo Advisors (89) SP
$1,001 - $15,000
PICYX
Pioneer Bond Fund CLASS Y · Mutual fund · SEP IRA — Wells Fargo Advisors (52)
$15,001 - $50,000
PICYX
Pioneer Bond Fund CLASS Y · Mutual fund · Spouse SEP IRA — Wells Fargo Advisors (89) SP
$1,001 - $15,000
PEIYX
Putnam Large Cap Value Fund Class Y (PEIYX) [MF] Individual Retirement Account — Wells Fargo Advisors
None
PEIYX
Putnam Large Cap Value Fund Class Y (PEIYX) [MF] MJH Consulting Company 401(k) Account — Wells Fargo
None
PEIYX
Putnam Large Cap Value Fund Class Y (PEIYX) [MF] MJH Consulting Company Defined Benefit Pension
None
SFRX
SEAFARER EXPLORATION CORP · Stock (public)
$50,001 - $100,000
XLE
State Street Energy Select Sector SPDR ETF · Exchange-traded fund · SEP IRA — Wells Fargo Advisors (52)
None
XLE
State Street Energy Select Sector SPDR ETF · Exchange-traded fund · Spouse SEP IRA — Wells Fargo Advisors (89) SP
None
XLE
State Street Energy Select Sector SPDR ETF (XLE) [EF] Individual Retirement Account — Wells Fargo Advisors
None
XLE
State Street Energy Select Sector SPDR ETF (XLE) [EF] MJH Consulting Company 401(k) Account — Wells Fargo
None
XLE
State Street Energy Select Sector SPDR ETF (XLE) [EF] MJH Consulting Company Defined Benefit Pension
None
XLV
State Street Health Care Select Sector SPDR ETF · Exchange-traded fund · SEP IRA — Wells Fargo Advisors (52)
$1,001 - $15,000
XLV
State Street Health Care Select Sector SPDR ETF · Exchange-traded fund · Spouse SEP IRA — Wells Fargo Advisors (89) SP
$15,001 - $50,000
DIA
State Street SPDR Dow Jones Industrial Average ETF Trust · Exchange-traded fund · Spouse SEP IRA — Wells Fargo Advisors (89) SP
$1,001 - $15,000
DIA
State Street SPDR Dow Jones Industrial Average ETF Trust · Exchange-traded fund · Spouse SEP IRA — Wells Fargo Advisors (89) SP
None
DIA
State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) [EF] Individual Retirement Account — Wells Fargo Advisors
$1,001 - $15,000
DIA
State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) [EF] MJH Consulting Company Defined Benefit Pension
$15,001 - $50,000
Wells Fargo Bank Deposit Sweep
Bank/brokerage account · SEP IRA — Wells Fargo Advisors (52)
$1,001 - $15,000
EFA
iShares MSCI EAFE ETF · Exchange-traded fund · SEP IRA — Wells Fargo Advisors (52)
$1,001 - $15,000
IWF
iShares Russell 1000 Growth Fund · Exchange-traded fund · SEP IRA — Wells Fargo Advisors (52)
$1,001 - $15,000
IWF
iShares Russell 1000 Growth Fund · Exchange-traded fund · Spouse SEP IRA — Wells Fargo Advisors (89) SP
$1,001 - $15,000