26 assets, filed May 5, 2026 (FD Amendment).
ABNB
Airbnb, Inc. - Class A · Stock (public) · Fidelity Brokerage Services, LLC
$1,001 - $15,000
EAAFX
Allspring Asset Allocation Fund Class A · Mutual fund · Morgan Stanley SAR-SEP IRA SP
$15,001 - $50,000
AIVSX
American Funds Investment Co of America A · Mutual fund · Morgan Stanley Roth IRA SP
$1,001 - $15,000
AMRMX
American Mutual Fund Class A Shares · Mutual fund · Morgan Stanley Roth IRA SP
$1,001 - $15,000
AAPL
Apple Inc. · Stock (public)
$250,000
BE
Bloom Energy Corporation Class A · Stock (public) · Fidelity Brokerage Services, LLC
$1,001 - $15,000
ELAN
Elanco Animal Health Incorporated · Stock (public) · Fidelity Brokerage Services, LLC
$1,001 - $15,000
FXAIX
Fidelity 500 Index Fund · Mutual fund · Fidelity Brokerage Services, LLC
$1,001 - $15,000
FBGRX
Fidelity Blue Chip Growth Fund · Mutual fund · Fidelity Roth IRA
$1,001 - $15,000
FDRXX
Fidelity Cash Reserves · Mutual fund · Fidelity Roth IRA
$1,001 - $15,000
SPAXX
Fidelity Government Money Market Fund · Mutual fund · Fidelity Traditional IRA
$1,001 - $15,000
FZFXX
Fidelity Treasury Money Market Fund · Mutual fund
$250,000
FWWFX
Fidelity Worldwide Fund · Mutual fund · Fidelity Roth IRA
$15,001 - $50,000
FWWFX
Fidelity Worldwide Fund · Mutual fund · Morgan Stanley Basic Securities Account SP
$1,001 - $15,000
FKIQX
Franklin Income Fund Cl A · Mutual fund · Morgan Stanley SAR-SEP IRA SP
$15,001 - $50,000
Glendale Federal Credit Union Accounts
Bank/brokerage account · Spouse
$1,001 - $15,000
HOLX
Hologic, Inc. · Stock (public) · Fidelity Brokerage Services, LLC
$1,001 - $15,000
VAFAX
Invesco American Franchise Fund Class A · Mutual fund · Morgan Stanley SAR-SEP IRA SP
$1,001 - $15,000
OPPAX
Invesco Global Fund Class A · Mutual fund · Morgan Stanley SAR-SEP IRA SP
$15,001 - $50,000
QQQ
Invesco QQQ Trust, Series 1 · Exchange-traded fund · Fidelity Roth IRA
$1,001 - $15,000
Morgan Stanley Bank Account
Bank/brokerage account · Morgan Stanley Roth IRA SP
$1,001 - $15,000
Morgan Stanley Bank Account
Bank/brokerage account · Morgan Stanley Traditional IRA SP
$1,001 - $15,000
Picture This Land
Other liability · Spouse
$50,001 - $100,000
PlanetGlass.net
Other liability
$15,001 - $50,000
AMECX
The Income Fund of America, Class A Shares · Mutual fund · Morgan Stanley SAR-SEP IRA SP
$15,001 - $50,000
AWSHX
Washington Mutual Invs Fd Cl A Shs · Mutual fund
$100,000