28 assets, filed Jun 11, 2026 (FD Original).
Allspring Emerging Markets Equity Fund Institutional
$250,000
Allspring Fd, Short-Term Municipal Bond Inst (WSBIX)
$100,000
SMGIX
Columbia Contrarian Core Fund Class I · Mutual fund
$250,000
Concord Theatricals
Intellectual property
$100,000
Fidelity Advisor Intermediate Municipal Income Fund:
$100,000
Franklin Templeton Growth Target Fund Class A (FGTIX)
$250,000
Gold Coins
Collectible
$500,000
Goldman Sachs GQG Partners International Opportunities
$250,000
International Authors Society
Intellectual property
$100,000
XLG
Invesco S&P 500 Top 50 ETF · Exchange-traded fund
$250,000
LSGRX
Loomis Sayles Funds - Growth Fund Class Y · Mutual fund
$500,000
MINIX
MFS International Value Fund Class I · Mutual fund
$250,000
MEIIX
MFS Value Fund - Class I · Mutual fund
$250,000
Multi-Manager Small Cap Equity Strategies Fund Class I
$250,000
Multi-Manager Total Return Bond Strategies Fund Class I
$250,000
Multi-Manager Value Strategies Fund Class I (CZMVX)
$500,000
MTBIX
NYLI MacKay Tax Free Bond Fund Class I · Mutual fund
$100,000
Northwestern Mutual Life Ins. Co.
Other
$250,000
Nuveen Flagship Limited Term Municipal Bond Fd Cl R
$100,000
OnPoint Community Credit Union
Bank/brokerage account
$500,000
PJFZX
PGIM Jennison Growth Fund Class Z · Mutual fund
$250,000
U.S. Bank NA
Bank/brokerage account
$250,000
VFIAX
Vanguard 500 Index Fd Admiral Shs · Mutual fund
$1,000,000
VO
Vanguard Mid-Cap ETF · Exchange-traded fund
$100,000
Vanguard Money Market Reserves Federal Money Market
$5,000,000
Vanguard PRIMECAP Fund Admiral Shares (VPMAX)
$5,000,000
Western Asset Intermediate-Term Municipals Fund Class I
$100,000
EFV
iShares MSCI EAFE Value ETF · Exchange-traded fund
$250,000