35 assets, filed Aug 13, 2026 (FD Original).
207 Hooksett Road
Real property
$500,000
865 Maple Street
Real property · Wells Fargo IRA
$15,001 - $50,000
AQMIX
AQR Managed Futures Strategy Fund Class I · Mutual fund · Wells Fargo IRA
$1,001 - $15,000
ALZFX
Alger Focus Equity Fund Class Z · Mutual fund · Wells Fargo IRA
$1,001 - $15,000
NEWFX
American Funds New World Fund A · Mutual fund · Wells Fargo IRA
$15,001 - $50,000
SMCWX
American Funds SMALLCAP World A · Mutual fund · Wells Fargo IRA
$1,001 - $15,000
APDYX
Artisan Developing World Fund - Advisor Shares · Mutual fund · Wells Fargo IRA
$15,001 - $50,000
APDKX
Artisan International Value Fund Advisor Shares · Mutual fund · Wells Fargo IRA
$15,001 - $50,000
DRGVX
BNY Mellon Dynamic Value Fund Class I · Mutual fund · Wells Fargo IRA
$1,001 - $15,000
DLDRX
BNY Mellon Natural Resources Fund Class I · Mutual fund · Wells Fargo IRA
$15,001 - $50,000
Bank of America Checking xx23
Bank/brokerage account
$15,001 - $50,000
Bank of America Savings xx25
Bank/brokerage account
$15,001 - $50,000
BCGIX
BrandywineGLOBAL Corporate Credit Fund Class I · Mutual fund · Wells Fargo IRA
None
FGZMX
Fidelity New Markets Income Fund Class I · Mutual fund · Wells Fargo IRA
$1,001 - $15,000
HICGX
Hennessy Cornerstone Growth Fund Institutional Class · Mutual fund · Wells Fargo IRA
None
ODVYX
Invesco Developing Markets Fund Class Y · Mutual fund · Wells Fargo IRA
None
VSMIX
Invesco Small Cap Value Class Y · Mutual fund · Wells Fargo IRA
$1,001 - $15,000
VVOIX
Invesco Value Opportunities Fund Class Y · Mutual fund · Wells Fargo IRA
$1,001 - $15,000
LFMIX
LoCorr Macro Strategies Fund - Class I · Mutual fund · Wells Fargo IRA
$1,001 - $15,000
LSWWX
Loomis Sayles Global Allocation Fund Class Y · Mutual fund · Wells Fargo IRA
$15,001 - $50,000
MINIX
MFS International Value Fund Class I · Mutual fund · Wells Fargo IRA
$1,001 - $15,000
NPSRX
Nuveen Preferred Securities Fund - Cl R · Mutual fund · Wells Fargo IRA
None
PNC Bank Checking xx22
Bank/brokerage account · Spouse
$1,001 - $15,000
PFPWX
Parnassus Value Equity Fund Institutional Shares · Mutual fund · Wells Fargo IRA
$15,001 - $50,000
Puritan Confectionery Co.
Other liability
$1,000,001 - $5,000,000
SVFFX
Smead Value Fund - Class I1 · Mutual fund · Wells Fargo IRA
$15,001 - $50,000
AGTHX
The Growth Fund of America Class A Shares · Mutual fund · Wells Fargo IRA
None
UBER
Uber Technologies · Restricted stock unit · Spouse
$100,001 - $250,000
UBER
Uber Technologies, Inc. Common Stock · Stock (public) · Spouse
$100,001 - $250,000
VFFVX
Vanguard Target Retirement 2055 Fund · Mutual fund
$250,000
VEVIX
Victory Sycamore Established Value Fund Class I · Mutual fund · Wells Fargo IRA
None
ASFYX
Virtus AlphaSimplex Managed Futures Strategy Fund Class I · Mutual fund · Wells Fargo IRA
None
PICMX
Virtus KAR Mid-Cap Growth Fund I · Mutual fund · Wells Fargo IRA
$15,001 - $50,000
PQNAX
Virtus NFJ Mid Cap Value Fund Class A · Mutual fund · Wells Fargo IRA
$1,001 - $15,000
DRMCX
Virtus Silvant Mid-Cap Growth Fund Instl · Mutual fund · Wells Fargo IRA
$1,001 - $15,000