66 assets, filed Apr 30, 2026 (FD Original).
2026 Enrollment Year/VTY26
529 plan holding
$100,000
2028 Enrollment Year/VTY28
529 plan holding
$100,000
Advisory Retirement Sweep Program
IRA holding
$100,000
Age Band 11 (17 Years)
529 plan holding · VHEIP 529 Plan SP
None
Age Band 8 (14 Years)
529 plan holding · VHEIP 529 Plan SP
None
Arc Benders Circus Opera LLC
Other liability · Spouse
$1,001 - $15,000
Bank Deposit Sweep Program
Bank/brokerage account · Balint & Wohl- Joint WROS JT
$15,001 - $50,000
BEXIX
Baron Emerging Markets Fd Inst Shs · Mutual fund · DC 1 Education Trust DC
$1,001 - $15,000
BEXIX
Baron Emerging Markets Fd Inst Shs · Mutual fund · DC 2 Education Trust DC
$1,001 - $15,000
BTMFX
Boston Trust Midcap Fund · Mutual fund
$100,000
BOSOX
Boston Trust Walden Small Cap Fund · Mutual fund · Elizabeth Wohl Roth IRA SP
$1,001 - $15,000
BOSOX
Boston Trust Walden Small Cap Fund · Mutual fund · Rebecca Balint Roth IRA
$1,001 - $15,000
Brattleboro Savings & Loan
Bank/brokerage account · Joint
$100,001 - $250,000
BAISX
Brown Advisory Sustainable Bond Fund - Institutional Shares · Mutual fund · Elizabeth Wohl Roth IRA SP
$15,001 - $50,000
BAISX
Brown Advisory Sustainable Bond Fund - Institutional Shares · Mutual fund · Rebecca Balint Roth IRA
$15,001 - $50,000
BAFWX
Brown Advisory Sustainable Growth Fd Inst Shs · Mutual fund · Elizabeth Wohl Roth IRA SP
$1,001 - $15,000
BAFWX
Brown Advisory Sustainable Growth Fd Inst Shs · Mutual fund · Rebecca Balint Roth IRA
$1,001 - $15,000
CFAIX
Calvert Conservative Allocation Fund Class I · Mutual fund · Elizabeth Wohl IRA SP
$15,001 - $50,000
CVMIX
Calvert Emerging Markets Equity Fund Class I · Mutual fund · Elizabeth Wohl IRA SP
$15,001 - $50,000
CUBIX
Calvert Flexible Bond Fund Class I · Mutual fund · Elizabeth Wohl IRA SP
$15,001 - $50,000
CGBIX
Calvert Green Bond Fund Class I · Mutual fund · Elizabeth Wohl Roth IRA SP
$15,001 - $50,000
CGBIX
Calvert Green Bond Fund Class I · Mutual fund · Rebecca Balint Roth IRA
$15,001 - $50,000
CFJIX
Calvert U.S. Large Cap Value Responsible Index Fund Class I · Mutual fund · Elizabeth Wohl Roth IRA SP
$15,001 - $50,000
CFJIX
Calvert U.S. Large Cap Value Responsible Index Fund Class I · Mutual fund · Rebecca Balint Roth IRA
$15,001 - $50,000
CSCZX
Columbia Small Cap Value Fund I Class I · Mutual fund · DC 2 Education Trust DC
$1,001 - $15,000
FBKWX
Fidelity Advisor Total Bond Fund: Class Z · Mutual fund · DC 1 Education Trust DC
$1,001 - $15,000
FBKWX
Fidelity Advisor Total Bond Fund: Class Z · Mutual fund · DC 2 Education Trust DC
$1,001 - $15,000
FFFFX
Fidelity Freedom 2040 · Mutual fund · Lincoln Financial - Brattleboro Retreat 403(b) SP
$15,001 - $50,000
FSGGX
Fidelity Global ex U.S. Index Fund · Mutual fund · Rebecca Balint IRA
$1,001 - $15,000
FIVFX
Fidelity International Capital Appreciation Fund · Other · Lincoln Financial - Brattleboro Retreat 403(b) SP
$15,001 - $50,000
FSPGX
Fidelity Large Cap Growth Index Fund · Mutual fund · Rebecca Balint IRA
$1,001 - $15,000
FLCOX
Fidelity Large Cap Value Index Fund · Mutual fund · Rebecca Balint IRA
$1,001 - $15,000
FSMDX
Fidelity Mid Cap Index Fund · Mutual fund · Rebecca Balint IRA
$1,001 - $15,000
FSSNX
Fidelity Small Cap Index Fund · Mutual fund · Rebecca Balint IRA
$1,001 - $15,000
FXNAX
Fidelity U.S. Bond Index Fund · Mutual fund · Rebecca Balint Roth IRA
$1,001 - $15,000
GSIEX
Goldman Sachs International Equity ESG Fund - Institutional Shares · Mutual fund · Rebecca Balint Roth IRA
$1,001 - $15,000
HHHYX
Hartford Schroders Emerging Markets Equity Fund Class Y · Mutual fund · Elizabeth Wohl Roth IRA SP
$1,001 - $15,000
AFRYX
Invesco Floating Rate ESG Fund Class Y · Mutual fund · Elizabeth Wohl IRA SP
$15,001 - $50,000
WOBDX
JPMorgan Core Bond Fund I Class · Mutual fund · DC 1 Education Trust DC
None
WOBDX
JPMorgan Core Bond Fund I Class · Mutual fund · DC 2 Education Trust DC
None
PSOAX
JPMorgan Small Cap Value A · Mutual fund · Lincoln Financial - Brattleboro Retreat 403(b) SP
$15,001 - $50,000
MCVIX
MFS Mid Cap Value Fund - Class I · Mutual fund · DC 1 Education Trust DC
$1,001 - $15,000
MCVIX
MFS Mid Cap Value Fund - Class I · Mutual fund · DC 2 Education Trust DC
$1,001 - $15,000
TSBIX
Nuveen Core Impact Bond Fund R6 · Mutual fund · Elizabeth Wohl Roth IRA SP
$1,001 - $15,000
TSBIX
Nuveen Core Impact Bond Fund R6 · Mutual fund · Rebecca Balint Roth IRA
$1,001 - $15,000
NULG
Nuveen ESG Large-Cap Growth ETF · Exchange-traded fund · Balint & Wohl- Joint WROS JT
$15,001 - $50,000
NULG
Nuveen ESG Large-Cap Growth ETF · Exchange-traded fund
$250,000
PLDIX
PIMCO Low Duration ESG Fund Institutional Class · Mutual fund · Elizabeth Wohl Roth IRA SP
$1,001 - $15,000
PLDIX
PIMCO Low Duration ESG Fund Institutional Class · Mutual fund · Rebecca Balint Roth IRA
$1,001 - $15,000
PRILX
Parnassus Core Equity Fund-Institutional Shares · Mutual fund · Elizabeth Wohl Roth IRA SP
$1,001 - $15,000
PRILX
Parnassus Core Equity Fund-Institutional Shares · Mutual fund · Rebecca Balint Roth IRA
$1,001 - $15,000
PRBLX
Parnassus Core Equity Fund-Investor Shares · Mutual fund
$100,000
PFPMX
Parnassus Mid Cap Fund - Institutional Shares · Mutual fund · Elizabeth Wohl Roth IRA SP
$1,001 - $15,000
PFPMX
Parnassus Mid Cap Fund - Institutional Shares · Mutual fund · Rebecca Balint Roth IRA
$1,001 - $15,000
MVIAX
Praxis Value Index Fund, Class A Shares · Mutual fund
$100,000
RGHYX
RBC BlueBay High Yield Bond Fund Class I · Mutual fund · Fidelity Inc. 401k SP
None
GSIEX
Shares · Mutual fund · Elizabeth Wohl Roth IRA SP
$1,001 - $15,000
TROIX
T. Rowe Price Overseas Stock Fund - I Class · Mutual fund · DC 1 Education Trust DC
$1,001 - $15,000
TROIX
T. Rowe Price Overseas Stock Fund - I Class · Mutual fund · DC 2 Education Trust DC
$1,001 - $15,000
TRRDX
T. Rowe Price Retirement 2040 Fund · Mutual fund · Lincoln Financial - Brattleboro Retreat 403(b) SP
$1,001 - $15,000
TEGYX
Touchstone Mid Cap Growth Class Y · Mutual fund · DC 2 Education Trust DC
$1,001 - $15,000
PORTX
Trillium ESG Global Equity Fund Investor · Mutual fund
$100,000
VBIRX
Vanguard Short-Term Bond Index Fund Admiral Shares · Mutual fund · Rebecca Balint IRA
$1,001 - $15,000
and Culture [IP] Vermont State Teachers Pension
Private equity fund
$15,001 - $50,000
ESGD
iShares ESG Aware MSCI EAFE ETF · Exchange-traded fund · Elizabeth Wohl IRA SP
$1,001 - $15,000
BGRN
iShares USD Green Bond ETF · Exchange-traded fund · Elizabeth Wohl IRA SP
$15,001 - $50,000