30 assets, filed May 14, 2026 (FD Original).
CWGIX
A Shares · Mutual fund · Individual Single Account
$1,001 - $15,000
AMCPX
AMCAP Fund, Class A Shares A · Mutual fund · Roth IRA-1
$1,001 - $15,000
AMCPX
AMCAP Fund, Class A Shares A · Mutual fund · Traditional IRA-1
$15,001 - $50,000
AMCPX
AMCAP Fund, Class A Shares A · Mutual fund · Traditional IRA-2
$15,001 - $50,000
ABALX
American Balanced Fund, Class A Shs · Mutual fund · Traditional IRA-2
$1,001 - $15,000
CWGIX
American Funds Capital World Growth & Income Fund Class A Shares · Mutual fund · Roth IRA-1
$15,001 - $50,000
AHITX
American Funds High-Income Trust A · Mutual fund · Traditional IRA-2
$15,001 - $50,000
AIVSX
American Funds Investment Co of America A · Mutual fund · Roth IRA-1
$1,001 - $15,000
AIVSX
American Funds Investment Co of America A · Mutual fund
$100,000
AIVSX
American Funds Investment Co of America A · Mutual fund · Traditional IRA-2
$15,001 - $50,000
ANEFX
American Funds New Economy Fund A · Mutual fund · Traditional IRA-1
$15,001 - $50,000
ANEFX
American Funds New Economy Fund A · Mutual fund · Traditional IRA-2
$1,001 - $15,000
SMCWX
American Funds SMALLCAP World A · Mutual fund · Traditional IRA-2
$15,001 - $50,000
ANCFX
Fundamental Investors, Class A Shares · Mutual fund · Roth IRA-1
$1,001 - $15,000
ANCFX
Fundamental Investors, Class A Shares · Mutual fund · Traditional IRA-1
$15,001 - $50,000
ITHAX
Hartford Capital Appreciation Fund - Class A · Mutual fund · Roth IRA-1
$1,001 - $15,000
ACSTX
Invesco Comstock Fund Class A · Mutual fund · Roth IRA-1
$15,001 - $50,000
JP Morgan Chase Bank Accounts
Bank/brokerage account
$15,001 - $50,000
JAMCX
JP Morgan Mid Cap Value Fund-A Share Class · Mutual fund · Traditional IRA-1
$1,001 - $15,000
OLGAX
JPMorgan Large Cap Growth Fund A · Mutual fund · Traditional IRA-1
$15,001 - $50,000
JCMAX
JPMorgan Mid Cap Equity Fund Cl A · Mutual fund · Traditional IRA-1
$15,001 - $50,000
JCMAX
JPMorgan Mid Cap Equity Fund Cl A · Mutual fund · Traditional IRA-2
$1,001 - $15,000
OSGIX
JPMorgan Mid Cap Growth A · Mutual fund · Traditional IRA-1
$15,001 - $50,000
VGRIX
JPMorgan U.S. Value Fund Class A · Mutual fund · Traditional IRA-1
$15,001 - $50,000
ANWPX
New Perspective Fund, Class A Shares · Mutual fund · Traditional IRA-1
$15,001 - $50,000
Pension Plan
DB · Individual Single Account
$1,001 - $15,000
State Employees' Retirement System of Illinois
DB
$1,001 - $15,000
ABNDX
The Bond Fund of America, Class A Shares · Mutual fund · Traditional IRA-2
$15,001 - $50,000
AWSHX
Washington Mutual Invs Fd Cl A Shs · Mutual fund · Traditional IRA-1
$15,001 - $50,000
AWSHX
Washington Mutual Invs Fd Cl A Shs · Mutual fund
$100,000