35 assets, filed Jun 26, 2026 (FD Original).
HWAIX
(HWAIX) [MF] ⇒ · Sara J Jacobs 1999 Trust Merrill Lynch - SJ BP
None
AMCFX
AMCAP Fund, Class F-2 Shares (AMCFX) [MF] ⇒ · Sara J Jacobs 1999 Trust Merrill Lynch - SJ BP
None
Bank of America - Checking Account
Bank/brokerage account
$250,000
Bank of America, N.A. [BA] ⇒
· Sara J Jacobs 1999 Trust Merrill Lynch - SJ BP
None
Bank of America, NA
Bank/brokerage account · Merrill Lynch - IRA
$1,001 - $15,000
BREIX
Baron Real Estate Fd Insti Shs (BREIX) [MF] ⇒ · Sara J Jacobs 1999 Trust Merrill Lynch - SJ BP
None
CGGR
Capital Group Growth ETF Capital Group Growth ETF (CGGR) [EF] ⇒ · Sara J Jacobs 1999 Trust Merrill Lynch - SJ BP
None
CSOIX
Credit Suisse Strategic Income Fd Cl I (CSOIX) [MF] ⇒ · Sara J Jacobs 1999 Trust Merrill Lynch - SJ BP
None
AAAZX
DWS RREEF Real Assets Fund - Class Institutional (AAAZX) [MF] ⇒ · Sara J Jacobs 1999 Trust Merrill Lynch - SJ BP
None
ERBIX
Eaton Vance Richard Bernstein Equity Strategy Fund Cl I (ERBIX) [MF] ⇒ · Sara J Jacobs 1999 Trust Merrill Lynch - SJ BP
None
AEPFX
EuroPacific Growth Fund, Class F-2 Shs (AEPFX) [MF] ⇒ · Sara J Jacobs 1999 Trust Merrill Lynch - SJ BP
None
FTHSX
FullerThaler Behavioral Small-Cap Equity Fund Institutional Shares (FTHSX) [MF] ⇒ · Sara J Jacobs 1999 Trust Merrill Lynch - SJ BP
None
CPBYX
Invesco Core Plus Bond Fund Class Y (CPBYX) [MF] ⇒ · Sara J Jacobs 1999 Trust Merrill Lynch - SJ BP
None
PXH
Invesco FTSE RAFI Emerging Markets ETF (PXH) [EF] ⇒ · Sara J Jacobs 1999 Trust Merrill Lynch - SJ BP
None
Investment Property
Real property
$5,000,000
Investment Property
Real property
$5,000,000
HLIPX
JPMorgan Core Plus Bond Fund I Class (HLIPX) [MF] ⇒ · Sara J Jacobs 1999 Trust Merrill Lynch - SJ BP
None
KGGIX
Kopernik Global All-Cap Fund- Institutional Class (KGGIX) [MF] ⇒ · Sara J Jacobs 1999 Trust Merrill Lynch - SJ BP
None
LAUYX
Lord Abbett Inv. Tr. Income Fund Cl I (LAUYX) [MF] ⇒ · Sara J Jacobs 1999 Trust Merrill Lynch - SJ BP
None
Northwestern Mutual Survivorship Universal Life
WU
$1,000,000
PMZPX
PIMCO Mortgage Opportunities and Bond Fund Class I-2 (PMZPX) [MF] ⇒ · Sara J Jacobs 1999 Trust Merrill Lynch - SJ BP
None
QCOM
QUALCOMM Incorporated · Stock (public)
$5,000,000
SJJ Charitable Remainder Unitrust
Other
$5,000,001 - $25,000,000
VIGI
Vanguard International Dividend Appreciation ETF (VIGI) [EF] ⇒ · Sara J Jacobs 1999 Trust Merrill Lynch - SJ BP
None
WMFFX
Washington Mutual Investors Fund Cl F-2 Shs (WMFFX) [MF] ⇒ · Sara J Jacobs 1999 Trust Merrill Lynch - SJ BP
None
[EF] ⇒
· Sara J Jacobs 1999 Trust Merrill Lynch - SJ BP
None
[MF] ⇒
· Sara J Jacobs 1999 Trust Merrill Lynch - SJ BP
None
[MF] ⇒
· Sara J Jacobs 1999 Trust Merrill Lynch - SJ BP
None
SDG
iShares MSCI Global Sustainable Development Goals ETF (SDG) [EF] ⇒ · Sara J Jacobs 1999 Trust Merrill Lynch - SJ BP
None
⇒
· Sara J Jacobs 1999 Trust Merrill Lynch - SJ BP
None
⇒
· Sara J Jacobs 1999 Trust Merrill Lynch - SJ BP
None
⇒
· Sara J Jacobs 1999 Trust Merrill Lynch - SJ BP
None
⇒
· Sara J Jacobs 1999 Trust Merrill Lynch - SJ BP
None
⇒
· Sara J Jacobs 1999 Trust Merrill Lynch - SJ BP
None
⇒
· Sara J Jacobs 1999 Trust Merrill Lynch - SJ QCOM
$1,001 - $15,000