112 assets, filed May 15, 2026 (FD Original).
ABTZX
AB Municipal Income Fund, Inc. - AB High Income Municipal Portfolio - Z (ABTZX) [MF] ⇒ · 86 Old Road LLC TIAA Brokerage SP
$1,001 - $15,000
WMBRX
Allspring Municipal Bond Fund Class R6 (WMBRX) [MF] Sarah Bloom Raskin Trustee, GST UA Arlene Bloom IRR TR · Spouse
None
WUSRX
Allspring Ultra Short-Term Municipal Income Fund - Class R6 (WUSRX) [MF] ⇒ · 86 Old Road LLC TIAA Brokerage SP
$15,001 - $50,000
Bank of America, N.A. - Checking
Bank/brokerage account · Spouse
$100,001 - $250,000
Bank of America, N.A. - Checking
Bank/brokerage account · Joint
$1,001 - $15,000
VTES
Bond ETF · Exchange-traded fund · Morgan Stanley Inherited Roth IRA SP
$1,001 - $15,000
QCSTPX
CREF Stock Account - R2 · Mutual fund
$250,000
Capital Group EuroPacific Growth SA
Other
$100,000
Capital One, N.A.
Bank/brokerage account · Spouse
$50,001 - $100,000
Citibank - 5-Year Retirement CD - Matures 4/12/2026
Bank/brokerage account
$1,001 - $15,000
ACRNX
Columbia Acorn Fund Class I · Mutual fund
$100,000
DFALX
DFA Large Cap International Portfolio · Mutual fund
$100,000
DFALX
DFA Large Cap International Portfolio · Mutual fund
$500,000
DOXIX
Dodge & Cox Income Fund - Class X · Mutual fund
$1,000,000
Equity Index
Other
$500,000
Federated Hermes Prime Cash Obligations Fund Wealth
$250,000
GE
GE Aerospace Common Stock · Stock (public)
$100,000
GEV
GE Vernova Inc. Common Stock · Stock (public)
$100,000
HACAX
Harbor Capital Appreciation Fund Insti Cl · Mutual fund
$250,000
Harvard University Employees Credit Union
Bank/brokerage account · Spouse
$1,001 - $15,000
MVCKX
MFS Mid Cap Value Fund Class R6 · Mutual fund
$250,000
MORGAN STANLEY BANK N.A.
Bank/brokerage account · Morgan Stanley - Traditional Inherited IRA SP
$1,001 - $15,000
MORGAN STANLEY BANK N.A.
Bank/brokerage account · Morgan Stanley Inherited Roth IRA SP
$15,001 - $50,000
MORGAN STANLEY PRIVATE BANK NA
Bank/brokerage account · Morgan Stanley Inherited Brokerage SP
None
Mid-Cap Index
Other
$500,000
PEBIX
PIMCO Fds Emerging Markets Bond Fd Institu (PEBIX) [MF] Sarah Bloom Raskin Trustee, GST UA Arlene Bloom IRR TR · Spouse
$15,001 - $50,000
RGHYX
RBC BlueBay High Yield Bond Fund Class I · Mutual fund · Jamin Ben Raskin IRA (2901)
$1,001 - $15,000
RGHYX
RBC BlueBay High Yield Bond Fund Class I · Mutual fund · Sarah B Raskin IRA I/M (2701) SP
$15,001 - $50,000
SYNCHRONY BANK
Bank/brokerage account
None
Sarah Bloom Raskin Trustee, GST UA Arlene Bloom IRR TR
· Spouse
None
CGOAX
Small Cap Growth Fund Class A · Mutual fund
$250,000
SSSYX
State Street Equity 500 Index Fund Class K · Mutual fund
$500,000
T. Rowe Price U.S. Mid-Cap Val Eq Tr-D
Other
$250,000
T.Rowe Price Institutional Small-Cap Stock Fund (TRSSX)
$250,000
TIAA Cash Deposit Account
Bank/brokerage account · Jamin & Sarah Raskin JTWROS I/M (2501) JT
$15,001 - $50,000
TIAA Cash Deposit Account [BA] Sarah Bloom Raskin Trustee, GST UA Arlene Bloom IRR TR
· Spouse
None
TIAA Cash Deposit Account [BA] ⇒
· 86 Old Road LLC TIAA Brokerage SP
$1,001 - $15,000
QREARX
TIAA Real Estate Account · Mutual fund
$250,000
TIAA Traditional
FN
$250,000
TIAA Traditional
FN
$250,000
VTMGX
Vanguard Developed Markets Index Admiral · Mutual fund
$1,000,000
Vanguard Emerging Markets Stock Index Fund Admiral Shares
$250,000
VEA
Vanguard FTSE Developed Markets ETF · Exchange-traded fund
$250,000
VEA
Vanguard FTSE Developed Markets ETF · Exchange-traded fund · Morgan Stanley Inherited Roth IRA SP
$1,001 - $15,000
VWO
Vanguard FTSE Emerging Markets ETF · Exchange-traded fund · Morgan Stanley - Traditional Inherited IRA SP
$1,001 - $15,000
VWO
Vanguard FTSE Emerging Markets ETF · Exchange-traded fund · Morgan Stanley Inherited Roth IRA SP
$15,001 - $50,000
VUG
Vanguard Growth ETF · Exchange-traded fund
$100,000
VUG
Vanguard Growth ETF · Exchange-traded fund · Morgan Stanley - Traditional Inherited IRA SP
$1,001 - $15,000
VUG
Vanguard Growth ETF · Exchange-traded fund · Morgan Stanley Inherited Roth IRA SP
$15,001 - $50,000
BIV
Vanguard Intermediate-Term Bond ETF · Exchange-traded fund · Morgan Stanley - Traditional Inherited IRA SP
$1,001 - $15,000
BIV
Vanguard Intermediate-Term Bond ETF · Exchange-traded fund · Morgan Stanley Inherited Roth IRA SP
$15,001 - $50,000
Vanguard Intermediate-Term Bond Index Fund Admiral
$250,000
BLV
Vanguard Long-Term Bond ETF · Exchange-traded fund · Morgan Stanley - Traditional Inherited IRA SP
$1,001 - $15,000
BLV
Vanguard Long-Term Bond ETF · Exchange-traded fund · Morgan Stanley Inherited Roth IRA SP
$15,001 - $50,000
VO
Vanguard Mid-Cap ETF · Exchange-traded fund
$100,000
VO
Vanguard Mid-Cap ETF · Exchange-traded fund
$250,000
VO
Vanguard Mid-Cap ETF · Exchange-traded fund
$250,000
Vanguard Money Market Reserves Federal Money Market
$100,000
VMBS
Vanguard Mortgage-Backed Securities ETF · Exchange-traded fund · Morgan Stanley - Traditional Inherited IRA SP
$1,001 - $15,000
VONV
Vanguard Russell 1000 Value ETF · Exchange-traded fund
$250,000
BSV
Vanguard Short-Term Bond ETF · Exchange-traded fund · Morgan Stanley - Traditional Inherited IRA SP
$1,001 - $15,000
BSV
Vanguard Short-Term Bond ETF · Exchange-traded fund
$100,000
VBIRX
Vanguard Short-Term Bond Index Fund Admiral Shares · Mutual fund · Jamin Ben Raskin IRA (2901)
$1,001 - $15,000
VBIRX
Vanguard Short-Term Bond Index Fund Admiral Shares · Mutual fund · Sarah B Raskin IRA I/M (2701) SP
$15,001 - $50,000
Vanguard Short-Term Investment Grade Fund Admiral Shrs
$1,000,000
VB
Vanguard Small-Cap ETF · Exchange-traded fund · Jamin & Sarah Raskin JTWROS I/M (2501) JT
$15,001 - $50,000
VB
Vanguard Small-Cap ETF · Exchange-traded fund · Maryland 529 Plan SP
$15,001 - $50,000
VB
Vanguard Small-Cap ETF · Exchange-traded fund · Morgan Stanley - Traditional Inherited IRA SP
$1,001 - $15,000
VTTVX
Vanguard Target Retirement 2025 Fund · Mutual fund
$100,000
VTHRX
Vanguard Target Retirement 2030 Fund · Mutual fund
$500,000
VTEB
Vanguard Tax-Exempt Bond ETF · Exchange-traded fund
$500,000
BND
Vanguard Total Bond Market ETF · Exchange-traded fund
$250,000
BNDX
Vanguard Total International Bond ETF · Exchange-traded fund · Morgan Stanley - Traditional Inherited IRA SP
$1,001 - $15,000
BNDX
Vanguard Total International Bond ETF · Exchange-traded fund
$100,000
BNDX
Vanguard Total International Bond ETF · Exchange-traded fund
$100,000
Vanguard Total International Stock Index Fund Institutional
$500,000
Vanguard Total Stock Market Index Fd Admiral Shs (VTSAX)
$5,000,000
VTV
Vanguard Value ETF · Exchange-traded fund · Morgan Stanley Inherited Brokerage SP
None
Vanguard Wellington Fund Vanguard Short-Term Tax Exempt
$250,000
William Blair Large Cap Growth CIT 5
Other
$500,000
IEMG
iShares Core MSCI Emerging Markets ETF · Exchange-traded fund · Jamin Ben Raskin IRA (2901)
$15,001 - $50,000
IEMG
iShares Core MSCI Emerging Markets ETF · Exchange-traded fund
$250,000
IVV
iShares Core S&P 500 ETF · Exchange-traded fund · Jamin Ben Raskin IRA (2901)
$1,001 - $15,000
IVV
iShares Core S&P 500 ETF · Exchange-traded fund
$250,000
IVV
iShares Core S&P 500 ETF (IVV) [EF] Sarah Bloom Raskin Trustee, GST UA Arlene Bloom IRR TR · Spouse
$15,001 - $50,000
EMB
iShares J.P. Morgan USD Emerging Markets Bond ETF · Exchange-traded fund · Jamin Ben Raskin IRA (2901)
$1,001 - $15,000
EMB
iShares J.P. Morgan USD Emerging Markets Bond ETF · Exchange-traded fund · Sarah B Raskin IRA I/M (2701) SP
$15,001 - $50,000
EMB
iShares J.P. Morgan USD Emerging Markets Bond ETF (EMB) [EF] ⇒ · 86 Old Road LLC TIAA Brokerage SP
$1,001 - $15,000
SCZ
iShares MSCI EAFE Small-Cap ETF (SCZ) [EF] Sarah Bloom Raskin Trustee, GST UA Arlene Bloom IRR TR · Spouse
$15,001 - $50,000
IWF
iShares Russell 1000 Growth Fund · Exchange-traded fund
$250,000
IWY
iShares Russell Top 200 Growth ETF · Exchange-traded fund
$100,000
IWY
iShares Russell Top 200 Growth ETF · Exchange-traded fund
$500,000
IWX
iShares Russell Top 200 Value ETF · Exchange-traded fund
$100,000
IWX
iShares Russell Top 200 Value ETF · Exchange-traded fund
$250,000
⇒
· 86 Old Road LLC TIAA Brokerage SP
None
⇒
· 86 Old Road LLC TIAA Brokerage SP
None
⇒
· 86 Old Road LLC TIAA Brokerage SP
$1,001 - $15,000
⇒
· 86 Old Road LLC TIAA Brokerage SP
$1,001 - $15,000
⇒
· 86 Old Road LLC TIAA Brokerage SP
$1 - $1,000
⇒
· 86 Old Road LLC TIAA Brokerage SP
$15,001 - $50,000
⇒
· 86 Old Road LLC TIAA Brokerage SP
$15,001 - $50,000
⇒
· 86 Old Road LLC TIAA Brokerage SP
$1,001 - $15,000
⇒
· 86 Old Road LLC TIAA Brokerage SP
$1,001 - $15,000
⇒
· U/T/A Morgan Stanley Inherited Brokerage
$100,000
⇒
· U/T/A Morgan Stanley Inherited Brokerage
$250,000
⇒
· U/T/A Morgan Stanley Inherited Brokerage
$100,000
⇒
· U/T/A Morgan Stanley Inherited Brokerage
$250,000
⇒
· U/T/A Morgan Stanley Inherited Brokerage
$500,000
⇒
· U/T/A Morgan Stanley Inherited Brokerage
$250,000
⇒
· U/T/A Morgan Stanley Inherited Brokerage
$100,000
⇒
· U/T/A Morgan Stanley Inherited Brokerage
$250,000
⇒
· U/T/A Morgan Stanley Inherited Brokerage
$100,000