58 assets, filed May 15, 2026 (FD Original).
T
AT&T Inc. · Stock (public) · ML Brokerage Account
$1,001 - $15,000
Allspring Special Small Cap Value Fund Class Institutional
Mutual fund · Wells Fargo Roth IRA
$1,001 - $15,000
American Funds EuroPacific Growth Fund Class F-2
Mutual fund · Wells Fargo Roth IRA
$1,001 - $15,000
American Funds New World Fund Class F-2
Mutual fund · Wells Fargo Roth IRA
$1,001 - $15,000
American Funds The Bond Fund Of America Class F-2
Mutual fund · Wells Fargo Roth IRA
$1,001 - $15,000
American Funds The Growth Fund of America Class F-2
Mutual fund · Wells Fargo Roth IRA
$1,001 - $15,000
American Funds Washington Mutual Investors Fund Class F-2
Mutual fund · Wells Fargo Roth IRA
$1,001 - $15,000
AHIFX
American High-Income Tr, Class F-2 Shs · Mutual fund · Wells Fargo Roth IRA
$1,001 - $15,000
BAC
Bank of America · Bank/brokerage account
$250,001 - $500,000
BAC
Bank of America Corporation · Stock (public) · Wells Fargo Brokerage Account
$15,001 - $50,000
Baron Small Cap Fund Institutional Class
Mutual fund · Wells Fargo Roth IRA
$1,001 - $15,000
Boschma and Sons Dairy
Other liability · Spouse
$500,001 - $1,000,000
Capital One
Bank/brokerage account · Spouse
$250,001 - $500,000
CIVIX
Causeway International Value Fund - Institutional Class · Mutual fund · Wells Fargo Roth IRA
$1,001 - $15,000
CSCO
Cisco Systems, Inc. · Stock (public) · ML Brokerage Account
$1,001 - $15,000
CSCO
Cisco Systems, Inc. - Common Stock · Stock (public) · Wells Fargo Brokerage Account
$1,001 - $15,000
C
Citigroup, Inc. · Stock (public) · Wells Fargo Brokerage Account
$1,001 - $15,000
KO
Coca-Cola Company · Stock (public) · ML Brokerage Account
$1,001 - $15,000
Dodge & Cox Stock Fund Class I
Mutual fund · Wells Fargo Roth IRA
$1,001 - $15,000
EVT
Eaton Vance Tax-Advantaged Dividend Income Fund · Mutual fund · ML Brokerage Account
$1,001 - $15,000
ECSWX
Embark Commodity Strategy Fund Institutional Class · Mutual fund · Wells Fargo Roth IRA
$1,001 - $15,000
Energy Select Sector SPDR Fund
Mutual fund · ML Brokerage Account
$1,001 - $15,000
FXAIX
Fidelity 500 Index Fund · Mutual fund · Wells Fargo Roth IRA
$1,001 - $15,000
Fidelity Blue Chip Growth Fund
Mutual fund · Fidelity SEP-IRA SP
$1,001 - $15,000
Fidelity Zero Large Cap Index Fund
Mutual fund · ML Brokerage Account
$1,001 - $15,000
FTIXX
Financial Square Treasury Instruments Fd - FST Shares · Mutual fund · Wells Fargo Roth IRA
None
GILD
Gilead Sciences, Inc. · Stock (public) · Wells Fargo Brokerage Account
$1,001 - $15,000
Global X Robotics & AI
Exchange-traded fund · ML Brokerage Account
$15,001 - $50,000
Invesco Aerospace & Defense
Exchange-traded fund · ML Brokerage Account
$1,001 - $15,000
Invesco Developing Markets Fund Class Y
Mutual fund · Wells Fargo Roth IRA
None
Invesco S&P 500
Exchange-traded fund · ML Brokerage Account
$1,001 - $15,000
JMIEX
JPMorgan Emerging Markets Equity Fund Class L · Mutual fund · Wells Fargo Roth IRA
$1,001 - $15,000
Jensen Quality Growth Fund Class I
Mutual fund · Wells Fargo Roth IRA
$1,001 - $15,000
John Hancock Funds Disciplined Value Mid Cap Fund Class I
Mutual fund · Wells Fargo Roth IRA
$1,001 - $15,000
KMF
Kayne Anderson NextGen Energy & Infrastructure, Inc. · Mutual fund · Wells Fargo Brokerage Account
$15,001 - $50,000
LZEMX
Lazard Emerging Markets Equity Portfolio Institutional Shares · Mutual fund · Wells Fargo Roth IRA
$1,001 - $15,000
LifePath Index 2050 Fund
Mutual fund · Fidelity SEP-IRA SP
$1,001 - $15,000
Lord Abbett Short Duration Income Fund Class C
Mutual fund · ML Brokerage Account
$15,001 - $50,000
MFS Emerging Markets Debt Fund Class A
Mutual fund · ML Brokerage Account
$1,001 - $15,000
Merrill Lynch Sweep Account
Bank/brokerage account · ML Brokerage Account
$1,001 - $15,000
MDLZ
Mondelez International, Inc. - Class A · Stock (public) · ML Brokerage Account
$1,001 - $15,000
New York Life
WU
$1,001 - $15,000
ORCL
Oracle Corporation · Stock (public) · ML Brokerage Account
$15,001 - $50,000
PIMCO CommoditiesPLUS Strategy Fund Institutional Class
Mutual fund · Wells Fargo Roth IRA
$1,001 - $15,000
Pacer US Cash Cows 100
Exchange-traded fund · ML Brokerage Account
$1,001 - $15,000
ProShares S&P 500 Dividend
Exchange-traded fund · ML Brokerage Account
$1,001 - $15,000
QCOM
QUALCOMM Incorporated · Stock (public) · Wells Fargo Brokerage Account
$1,001 - $15,000
Residential Rental Property located in Bakersfield 93314
None
T Rowe Price Mid-Cap Growth Fund
Mutual fund · Wells Fargo Roth IRA
$1,001 - $15,000
Touchstone Active Bond Fund Class A
Mutual fund · ML Brokerage Account
$1,001 - $15,000
VanEck Rare Earth/Strategic Metals
Exchange-traded fund · ML Brokerage Account
$1,001 - $15,000
Vanguard Institutional Target Retirement 2050 Fund
Mutual fund · Wells Fargo Brokerage Account
$15,001 - $50,000
VZ
Verizon Communications Inc. · Stock (public) · ML Brokerage Account
$1,001 - $15,000
Wells Fargo Bank Account
Bank/brokerage account · Wells Fargo Roth IRA
$1,001 - $15,000
HEDJ
WisdomTree Europe Hedged Equity Fund · Exchange-traded fund · Progressive 401(k) SP
$15,001 - $50,000
[RP] Wells Fargo
Bank/brokerage account · Spouse
$100,001 - $250,000
iShares Exponential Tech
Exchange-traded fund · ML Brokerage Account
$15,001 - $50,000
iShares Russell 1000
Exchange-traded fund · ML Brokerage Account
$1,001 - $15,000