16 assets, filed Jun 5, 2026 (FD Original).
AEPGX
A Shares (CWGIX) [MF] American Funds EuroPacific Growth A · Mutual fund · Spouse
$1,001 - $15,000
ABALX
American Balanced Fund, Class A Shs · Mutual fund
$15,001 - $50,000
ABALX
American Balanced Fund, Class A Shs · Mutual fund · Spouse
$15,001 - $50,000
American Funds Capital World Growth & Income Fund Class
$1,001 - $15,000
LMASX
ClearBridge Small Cap Fund Class C · Mutual fund
$1,001 - $15,000
LMVTX
ClearBridge Value Fund - Class C · Mutual fund · Spouse
$1,001 - $15,000
LMVTX
ClearBridge Value Fund - Class C · Mutual fund
$15,001 - $50,000
Farmland Belgrade
Real property · Joint
$50,001 - $100,000
ANWPX
New Perspective Fund, Class A Shares · Mutual fund
$1,001 - $15,000
ANWPX
New Perspective Fund, Class A Shares · Mutual fund · Spouse
$1,001 - $15,000
Rental 101
Real property · Joint
$50,001 - $100,000
Rental 14722
Real property · Joint
$100,001 - $250,000
Rental 216
Real property · Joint
$50,001 - $100,000
AGTHX
The Growth Fund of America Class A Shares · Mutual fund · Spouse
$1,001 - $15,000
AGTHX
The Growth Fund of America Class A Shares · Mutual fund
$1,001 - $15,000
AWSHX
Washington Mutual Invs Fd Cl A Shs · Mutual fund
$15,001 - $50,000