22 assets, filed May 13, 2026 (FD Original).
SDVY
(SDVY) [EF] FS Specialty Lending Fund Common Shares of Beneficial · Joint
$1,001 - $15,000
AMZN
Amazon.com, Inc. - Common Stock · Stock (public) · Joint
$15,001 - $50,000
AAPL
Apple Inc. - Common Stock · Stock (public) · Joint
$15,001 - $50,000
BAC
Bank of America Corporation Common Stock · Stock (public) · Joint
$1,001 - $15,000
BA
Boeing Company · Stock (public) · Joint
$15,001 - $50,000
CREF Global Equities R1
FN · Joint
$15,001 - $50,000
CREF Growth R1
FN · Joint
$50,001 - $100,000
CREF Total Global Stk R1
FN · Joint
$15,001 - $50,000
CAT
Caterpillar, Inc. Common Stock · Stock (public) · Joint
$15,001 - $50,000
CVX
Chevron Corporation Common Stock · Stock (public) · Joint
$15,001 - $50,000
ETN
Eaton Corporation, PLC Ordinary Shares · Stock (public) · Joint
$15,001 - $50,000
FSDAX
Fidelity Select Defense & Aerospace · Mutual fund · Joint
$15,001 - $50,000
First Trust SMID Cap Rising Dividend Achievers ETF
· Joint
$15,001 - $50,000
BUFD
Interest (FSSL) [ST] FT Vest Laddered Deep Buffer ETF · Exchange-traded fund · Joint
$15,001 - $50,000
QQQM
Invesco NASDAQ 100 ETF · Exchange-traded fund · Joint
$15,001 - $50,000
J
Jacobs Solutions Inc. Common Stock · Stock (public) · Joint
$15,001 - $50,000
LHX
L3Harris Technologies, Inc. Common Stock · Stock (public) · Joint
$15,001 - $50,000
LMT
Lockheed Martin Corporation Common Stock · Stock (public) · Joint
$1,001 - $15,000
MFEIX
MFS Growth Fund Class I · Mutual fund · Joint
$15,001 - $50,000
TIAA Real Estate
FN · Joint
$1,001 - $15,000
TIAA Traditional
FN · Joint
$1,001 - $15,000
WFC
Wells Fargo & Company Common Stock · Stock (public) · Joint
$15,001 - $50,000