18 assets, filed May 3, 2026 (FD Original).
Adams County National Bank
Bank/brokerage account
$1 - $1,000
ABALX
American Balanced Fund, Class A Shs · Mutual fund
$250,000
CWGIX
American Funds Capital World Growth & Income Fund Class A Shares · Mutual fund · American Funds SP
$1,001 - $15,000
SMCWX
American Funds SMALLCAP World A · Mutual fund · American Funds SP
$1,001 - $15,000
CAIBX
Capital Income Builder Cl A Shs · Mutual fund · American Funds SP
$1,001 - $15,000
Members First Credit Union
Bank/brokerage account
$15,001 - $50,000
Northwestern Mutual
WU · Spouse
$15,001 - $50,000
Pennsylvania 529 Guaranteed Savings Plan
5P
$15,001 - $50,000
Pennsylvania 529 Guaranteed Savings Plan
5P
$15,001 - $50,000
Pennsylvania State Employees Credit Union
Bank/brokerage account · Spouse
$100,001 - $250,000
Residential Rental - Dillsburg, PA
Real property
$100,001 - $250,000
Residential Rental - Harrisburg, PA
Real property
$100,001 - $250,000
TRRJX
T. Rowe Price Retirement 2035 Fund · Mutual fund
$1,000,000
US Bank CDs
Bank/brokerage account · Spouse
$1,001 - $15,000
Vacant land near primary residence
Real property
$100,001 - $250,000
VFIAX
Vanguard 500 Index Fd Admiral Shs · Mutual fund
$100,000
VSMGX
Vanguard Lifestrategy Moderate Growth Fund · Mutual fund · Vanguard SP
$15,001 - $50,000
VTSAX
Vanguard Total Stock Market Index Fd Admiral Shs · Mutual fund · Vanguard SP
$15,001 - $50,000