16 assets, filed Aug 13, 2026 (FD Amendment).
Affinity Bancshares, Inc. - Common Stock
None
Condo
Real property
$1,000,000
Condo
Real property
$500,000
First Federal Savings of San Rafael
Bank/brokerage account
$1,001 - $15,000
MSVB
Mid-Southern Bancorp, Inc. · Stock (public)
None
PB Bankshares, Inc. - Common Stock (PBBK)
None
Schwab Prime Advantage Money Fund
Bank/brokerage account
$250,000
Schwab Value Advantage
Bank/brokerage account
$1,000,001 - $5,000,000
Southwest Heritage Bank
Bank/brokerage account
$1,001 - $15,000
TC Bancshares, Inc. - Common Stock (TCBC)
None
VTWO
Vanguard Russell 2000 ETF · Exchange-traded fund
$1,001 - $15,000
Yakima Federal
Bank/brokerage account
$1,001 - $15,000
[EF] ECB Bancorp, Inc. - Common Stock (ECBK)
None
[OT] Dimensional U.S. Core Equity 2 ETF (DFAC)
$1,001 - $15,000
[ST] First County Bank
Bank/brokerage account
$15,001 - $50,000
[ST] Ridgewood Savings Bank
Bank/brokerage account
$15,001 - $50,000