61 assets, filed May 15, 2026 (FD Original).
5/3 Bank Accounts
Bank/brokerage account · David Taylor Trust
$1,001 - $15,000
AGCO
AGCO Corporation Common Stock · Stock (public) · David Taylor Trust Schwab Joint Brokerage #2 - (Non-
$1,001 - $15,000
T
AT&T Inc. · Stock (public) · David Taylor Trust Schwab Joint Brokerage #1 (Home
$1,001 - $15,000
GOOGL
Alphabet Inc. - Class A Common Stock · Stock (public)
$100,000
GOOGL
Alphabet Inc. - Class A Common Stock · Stock (public) · David Taylor Trust Schwab Joint Brokerage #1 (Home
$1,001 - $15,000
AEP
American Electric Power Company, Inc. · Stock (public) · David Taylor Trust Schwab Joint Brokerage #1 (Home
$1,001 - $15,000
AFG
American Financial Group, Inc. Common Stock · Stock (public) · David Taylor Trust Schwab Joint Brokerage #2 - (Non-
$1,001 - $15,000
APPL
Appell Pete Corp · Stock (public)
$100,000
AAPL
Apple Inc. - Common Stock · Stock (public) · David Taylor Trust Schwab Joint Brokerage #1 (Home
$15,001 - $50,000
APDGX
Artisan Global Value Fund Advisor Shares · Mutual fund
$100,000
AVGO
Broadcom Inc. - Common Stock · Stock (public) · David Taylor Trust Schwab Joint Brokerage #1 (Home
$1,001 - $15,000
CVX
Chevron Corporation Common Stock · Stock (public) · David Taylor Trust Schwab Joint Brokerage #1 (Home
$15,001 - $50,000
CVX
Chevron Corporation Common Stock · Stock (public) · David Taylor Trust Schwab Joint Brokerage #2 - (Non-
$1,001 - $15,000
DTE
DTE Energy Company Common Stock · Stock (public) · David Taylor Trust Schwab Joint Brokerage #2 - (Non-
$1,001 - $15,000
ETN
Eaton Corporation, PLC Ordinary Shares · Stock (public) · David Taylor Trust Schwab Joint Brokerage #1 (Home
$1,001 - $15,000
ETN
Eaton Corporation, PLC Ordinary Shares · Stock (public) · David Taylor Trust Schwab Joint Brokerage #2 - (Non-
$1,001 - $15,000
LLY
Eli Lilly and Company Common Stock · Stock (public) · David Taylor Trust Schwab Joint Brokerage #1 (Home
$1,001 - $15,000
FITB
Fifth Third Bancorp - Common Stock · Stock (public) · David Taylor Trust Schwab Joint Brokerage #1 (Home
$15,001 - $50,000
First State Bank Account
Bank/brokerage account · David Taylor Trust
$1,001 - $15,000
GSIMX
Fund Institutional Shares · Mutual fund · Dave's IRA @ Schwab (Abundance)
$15,001 - $50,000
GL
Globe Life Inc. Common Stock · Stock (public) · David Taylor Trust Schwab Joint Brokerage #2 - (Non-
$1,001 - $15,000
HD
Home Depot, Inc. · Stock (public)
$100,000
HD
Home Depot, Inc. · Stock (public) · David Taylor Trust Schwab Joint Brokerage #1 (Home
$1,001 - $15,000
HD
Home Depot, Inc. · Stock (public) · David Taylor Trust Schwab Joint Brokerage #2 - (Non-
$1,001 - $15,000
IBP
Installed Building Products, Inc. Common Stock · Stock (public) · David Taylor Trust Schwab Joint Brokerage #1 (Home
$1,001 - $15,000
PJP
Invesco Pharmaceuticals ETF · Exchange-traded fund · Dave's IRA @ Schwab (Home Grown)
$15,001 - $50,000
PJP
Invesco Pharmaceuticals ETF · Exchange-traded fund · David Taylor Trust Schwab Joint Brokerage #1 (Home
$1,001 - $15,000
RSPD
Invesco S&P 500 Equal Weight Consumer Discretionary ETF · Exchange-traded fund · Dave's IRA @ Schwab (Home Grown)
$15,001 - $50,000
RSPD
Invesco S&P 500 Equal Weight Consumer Discretionary ETF · Exchange-traded fund · David Taylor Trust Schwab Joint Brokerage #1 (Home
$1,001 - $15,000
J.P. Morgan Chase bank Accounts
Bank/brokerage account · David Taylor Trust
$15,001 - $50,000
JPM
JP Morgan Chase & Co. Common Stock · Stock (public)
$100,000
JPM
JP Morgan Chase & Co. Common Stock · Stock (public) · David Taylor Trust Schwab Joint Brokerage #1 (Home
$1,001 - $15,000
KR
Kroger Company · Stock (public) · David Taylor Trust Schwab Joint Brokerage #1 (Home
$15,001 - $50,000
LRCX
Lam Research Corporation - Common Stock · Stock (public) · David Taylor Trust Schwab Joint Brokerage #1 (Home
$1,001 - $15,000
MPC
Marathon Petroleum Corporation Common Stock · Stock (public) · David Taylor Trust Schwab Joint Brokerage #1 (Home
$15,001 - $50,000
MSFT
Microsoft Corporation - Common Stock · Stock (public) · David Taylor Trust Schwab Joint Brokerage #1 (Home
$15,001 - $50,000
MSFT
Microsoft Corporation - Common Stock · Stock (public) · David Taylor Trust Schwab Joint Brokerage #2 - (Non-
$1,001 - $15,000
FNPFX
New Perspective Fund - Class F-3 · Mutual fund
$100,000
NI
NiSource Inc Common Stock · Stock (public) · David Taylor Trust Schwab Joint Brokerage #2 - (Non-
$15,001 - $50,000
NOC
Northrop Grumman Corporation Common Stock · Stock (public) · David Taylor Trust Schwab Joint Brokerage #2 - (Non-
$1,001 - $15,000
PNC
PNC Financial Services Group, Inc. · Stock (public) · David Taylor Trust Schwab Joint Brokerage #2 - (Non-
$1,001 - $15,000
PPG
PPG Industries, Inc. Common Stock · Stock (public) · David Taylor Trust Schwab Joint Brokerage #2 - (Non-
$15,001 - $50,000
PH
Parker-Hannifin Corporation Common Stock · Stock (public)
$100,000
PH
Parker-Hannifin Corporation Common Stock · Stock (public) · David Taylor Trust Schwab Joint Brokerage #1 (Home
$15,001 - $50,000
PG
Procter & Gamble Company · Stock (public)
$100,000
PG
Procter & Gamble Company · Stock (public) · David Taylor Trust Schwab Joint Brokerage #1 (Home
$1,001 - $15,000
PGR
Progressive Corporation · Stock (public) · David Taylor Trust Schwab Joint Brokerage #1 (Home
$1,001 - $15,000
PLD
Prologis, Inc. Common Stock · Stock (public) · David Taylor Trust Schwab Joint Brokerage #1 (Home
$1,001 - $15,000
RPM
RPM International Inc. Common Stock · Stock (public) · David Taylor Trust Schwab Joint Brokerage #1 (Home
$15,001 - $50,000
Rental Property
Real property
$500,000
CRM
Salesforce, Inc. Common Stock · Stock (public) · Dave's IRA @ Schwab (Home Grown)
$15,001 - $50,000
SWTSX
Schwab Capit · Mutual fund · Dave's IRA @ Schwab (Abundance)
$15,001 - $50,000
Schwab Total Stock Market Index Fd Select Shs a Series of
$250,000
XLE
State Street Energy Select Sector SPDR ETF · Exchange-traded fund · David Taylor Trust Schwab Joint Brokerage #2 - (Non-
$1,001 - $15,000
SJM
The J.M. Smucker Company Common Stock · Stock (public) · David Taylor Trust Schwab Joint Brokerage #1 (Home
$1,001 - $15,000
TKR
Timken Company · Stock (public) · David Taylor Trust Schwab Joint Brokerage #2 - (Non-
$15,001 - $50,000
UNH
UnitedHealth Group Incorporated Common Stock · Stock (public) · David Taylor Trust Schwab Joint Brokerage #1 (Home
$15,001 - $50,000
VXUS
Vanguard Total International Stock ETF · Exchange-traded fund
$100,000
V
Visa Inc. · Stock (public)
$100,000
V
Visa Inc. · Stock (public) · David Taylor Trust Schwab Joint Brokerage #2 - (Non-
$1,001 - $15,000
IHF
iShares U.S. Health Care Providers ETF · Exchange-traded fund · David Taylor Trust Schwab Joint Brokerage #1 (Home
$15,001 - $50,000