Bryan Bedford

EXEC Administrator, Federal Aviation Administration · Department of Transportation

RJET × 9 EFA × 7 BBAX × 6 BBJP × 6 BBCA × 3 MDT × 2 view in graph

92trades · $73.6M est.

0% disclosed on time · 92 late, worst 124d over

$53Mest. assets · Annual (2026)

Since nomination

Nominee 278 (06/04/2025) vs Annual (2026)

Divested

90 positions · $36.7M est. · largest 20 shown

Asset	Account	Owner	Value at nomination
Republic Airways Holdings, Inc., anticipated severance	Employment assets	Self	$5M – $25M
Republic Airways Holdings Inc., anticipated payment for outstanding unvested portions of 2023-2025 Long-Term Incentive Awards	Employment assets	Self	$5M – $25M
Republic Airways Holdings, Inc., anticipated lump sum settlement of lifetime healthcare benefit	Employment assets	Self	$500K – $1M
Republic Airways Holdings Inc. Short Term Incentive Plan anticipated cash bonus pro- rated for CY 2025 (1/1/2025 to the date of my separation)	Employment assets	Self	$250K – $500K
Republic Airways Holdings, Inc., anticipated lump sum settlement of Universal Air Travel Plan, Inc. (UATP) card benefit	Employment assets	Self	$250K – $500K
Vanguard Tax-Exempt Bond Index Fund Investor Shares VTEBX	Other assets	—	$250K – $500K
Nuveen Short Duration High Yield Municipal Bond Fund Class I Shares NVHIX	Other assets	—	$250K – $500K
Mass Mutual Insurance Company, whole life	Other assets	—	$250K – $500K
Amazon Com Inc Com	Other assets	—	$100K – $250K
Microsoft Corp Com	Other assets	—	$100K – $250K
Apple Inc Com	Other assets	—	$100K – $250K
NVIDIA Corp Com	Other assets	—	$100K – $250K
iShares Inc Core MSCI Emkt	Other assets	—	$100K – $250K
Mass Mutual Insurance Company, whole life	Other assets	—	$100K – $250K
Chevron Corp New Com	Other assets	—	$50K – $100K
Rollins Inc Com	Other assets	—	$50K – $100K
Waste Connections Inc Com	Other assets	—	$50K – $100K
Coca Cola Co Com	Other assets	—	$50K – $100K
Procter And Gamble Co Com	Other assets	—	$50K – $100K
Abbott Labs Com	Other assets	—	$50K – $100K

Still holds

132 positions · $18.1M est. · largest 20 shown

Asset	Account	Owner	At nomination	Latest value
Fidelity 500 Index Fund FXAIX	Other assets	—	$1M – $5M	$1M – $5M
SPDR S&P 500 ETF Trust SPY	Other assets	—	$100K – $250K	$1M – $5M
Janus Henderson Enterprise Fund Class N Shares JDMNX	Employment assets	Self	$500K – $1M	$500K – $1M
U.S. Bank (Cash)	Other assets	—	$250K – $500K	$500K – $1M
Six Circles Tax Aware BND CBTAX	Other assets	—	$500K – $1M	$500K – $1M
Fidelity Intl Indx FSPSX	Other assets	—	$500K – $1M	$500K – $1M
T Rowe PR Summ Muni INC-I PRIMX	Other assets	—	$250K – $500K	$500K – $1M
Vanguard S&P 500 Growth ETF VOOG	Other assets	—	$250K – $500K	$500K – $1M
JPMorgan International Research Enhanced Equity Fund Class I Shares OIEAX	Employment assets	Self	$250K – $500K	$250K – $500K
BlackRock LifePath Index 2030 Fund Class K Shares LINKX	Employment assets	Self	$250K – $500K	$250K – $500K
Ishares Core Msci Europe ETF IEUR	Other assets	—	$100K – $250K	$250K – $500K
SPDR S&P 500 ETF Trust SPY	Other assets	—	$100K – $250K	$250K – $500K
SPDR S&P 500 ETF Trust SPY	Other assets	—	$100K – $250K	$250K – $500K
Vanguard LTD TRM T/E-ADM VMLUX	Other assets	—	$500K – $1M	$250K – $500K
Six Circles Tax AW U/S Dur CUTAX	Other assets	—	$250K – $500K	$250K – $500K
Fidelity Adv Interm Muni-z FIQZX	Other assets	—	$250K – $500K	$250K – $500K
Vanguard I/T Tax Exmpt-adm VWIUX	Other assets	—	$1K – $15K	$250K – $500K
Vanguard Tax-exempt Bond ETF VTEB	Other assets	—	$1K – $15K	$250K – $500K
US Small/Mid Index	Employment assets	Self	$100K – $250K	$100K – $250K
US Large Cap Stock	Employment assets	Self	$100K – $250K	$100K – $250K

New positions

138 positions · $34.9M est. · largest 20 shown

Asset	Account	Owner	Latest value
Republic Airways Holdings, Inc.	Employment assets	Self	$5M – $25M
Jpmorgan Equity Premium Inco JEPI	Other assets	—	$5M – $25M
JPM Nasdaq Equity Premium JEPQ	Other assets	—	$1M – $5M
Apple Inc AAPL	Other assets	—	$100K – $250K
Ishares Core Msci Emerging IEMG	Other assets	—	$100K – $250K
Jpmorgan Chase & Co JPM	Other assets	—	$100K – $250K
Nuveen Intrm Dur Muni BD-I NUVBX	Other assets	—	$100K – $250K
Nvidia Corp NVDA	Other assets	—	$100K – $250K
Abbvie Inc ABBV	Other assets	—	$50K – $100K
Abbott Laboratories ABT	Other assets	—	$50K – $100K
Goldman Sachs Group Inc GS	Other assets	—	$50K – $100K
The Coca-cola Company KO	Other assets	—	$50K – $100K
Visa Inc-class A Shares V	Other assets	—	$50K – $100K
Vanguard Small-cap GRWTH ETF VBK	Other assets	—	$50K – $100K
Vanguard Small-cap Value ETF VBR	Other assets	—	$50K – $100K
Vanguard Mid-cap Value ETF VOE	Other assets	—	$50K – $100K
Vanguard Mid-cap Growth ETF VOT	Other assets	—	$50K – $100K
Bank Of America Corp BAC	Other assets	—	$15K – $50K
Booking Holdings Inc BKNG	Other assets	—	$15K – $50K
JPM Liq Asst MM FD - Instl IJLXX	Other assets	—	$15K – $50K

Show all positions

Positions are matched between the two reports by exact name, first within the same account, then across accounts, then by ticker; rows matching nothing are listed as divested or new. Estimates are band midpoints.

Stock trades

Asset	Type	Amount	Owner	Traded	Disclosed
RJET Republic Airways Holdings Inc.	Sell	$15K – $50K	Self	Feb 20, 2026	2d late filing ↗
RJET Republic Airways Holdings Inc.	Sell	$5M – $25M	Self	Feb 20, 2026	2d late filing ↗
RJET Republic Airways Holdings Inc.	Sell	$1K – $15K	Self	Feb 19, 2026	3d late filing ↗
RJET Republic Airways Holdings Inc.	Sell	$100K – $250K	Self	Feb 19, 2026	3d late filing ↗
RJET Republic Airways Holdings Inc.	Sell	$50K – $100K	Self	Feb 18, 2026	4d late filing ↗
RJET Republic Airways Holdings Inc.	Sell	$100K – $250K	Self	Feb 18, 2026	4d late filing ↗
RJET Republic Airways Holdings Inc.	Sell	$100K – $250K	Self	Feb 17, 2026	5d late filing ↗
RJET Republic Airways Holdings Inc.	Sell	$100K – $250K	Self	Feb 13, 2026	9d late filing ↗
RJET Republic Airways Holdings Inc.	Exchange	$5M – $25M	Self	Jan 20, 2026	33d late filing ↗
Total return swap contract with JPMorgan	Buy	Value not readily ascertainable	Self	Oct 22, 2025	45d late filing ↗
Total return swap contract with JPMorgan	Buy	Value not readily ascertainable	Self	Oct 22, 2025	45d late filing ↗
Republic Airways Holdings Inc	Sell	$1M – $5M	Self	Oct 21, 2025	124d late filing ↗
BBCA JPMorgan BetaBuilders Canada ETF	Sell	$1K – $15K	Self	Sep 16, 2025	47d late filing ↗
EFA iShares MSCI EAFE ETF	Buy	$1K – $15K	Self	Sep 16, 2025	47d late filing ↗
BBCA JPMorgan BetaBuilders Canada ETF	Sell	$1K – $15K	Self	Sep 16, 2025	47d late filing ↗
EFA iShares MSCI EAFE ETF	Buy	$1K – $15K	Self	Sep 16, 2025	47d late filing ↗
BBCA JPMorgan BetaBuilders Canada ETF	Sell	$1K – $15K	Self	Sep 16, 2025	47d late filing ↗
EFA iShares MSCI EAFE ETF	Buy	$1K – $15K	Self	Sep 16, 2025	47d late filing ↗
BBJP JPMorgan BetaBuilders Japan ETF	Sell	$1K – $15K	Self	Sep 12, 2025	51d late filing ↗
BBAX JPMorgan BetaBuilders Developed Asia ex-Japan ETF	Sell	$1K – $15K	Self	Sep 12, 2025	51d late filing ↗
EFA iShares MSCI EAFE ETF	Buy	$15K – $50K	Self	Sep 12, 2025	51d late filing ↗
BBJP JPMorgan BetaBuilders Japan ETF	Sell	$15K – $50K	Self	Sep 12, 2025	51d late filing ↗
BBAX JPMorgan BetaBuilders Developed Asia ex-Japan ETF	Sell	$1K – $15K	Self	Sep 12, 2025	51d late filing ↗
BBJP JPMorgan BetaBuilders Japan ETF	Sell	$1K – $15K	Self	Sep 12, 2025	51d late filing ↗
BBAX JPMorgan BetaBuilders Developed Asia ex-Japan ETF	Sell	$1K – $15K	Self	Sep 12, 2025	51d late filing ↗
EFA iShares MSCI EAFE ETF	Buy	$15K – $50K	Self	Sep 12, 2025	51d late filing ↗
BBJP JPMorgan BetaBuilders Japan ETF	Sell	$15K – $50K	Self	Sep 12, 2025	51d late filing ↗
BBAX JPMorgan BetaBuilders Developed Asia ex-Japan ETF	Sell	$1K – $15K	Self	Sep 12, 2025	51d late filing ↗
BBJP JPMorgan BetaBuilders Japan ETF	Sell	$1K – $15K	Self	Sep 12, 2025	51d late filing ↗
BBAX JPMorgan BetaBuilders Developed Asia ex-Japan ETF	Sell	$1K – $15K	Self	Sep 12, 2025	51d late filing ↗
EFA iShares MSCI EAFE ETF	Buy	$15K – $50K	Self	Sep 12, 2025	51d late filing ↗
BBJP JPMorgan BetaBuilders Japan ETF	Sell	$15K – $50K	Self	Sep 12, 2025	51d late filing ↗
BBAX JPMorgan BetaBuilders Developed Asia ex-Japan ETF	Sell	$1K – $15K	Self	Sep 12, 2025	51d late filing ↗
XLF Financial Select Sector SPDR Fund	Sell	$100K – $250K	Self	Sep 12, 2025	51d late filing ↗
NOW ServiceNow, Inc.	Sell	$50K – $100K	Self	Sep 12, 2025	51d late filing ↗
EWJ iShares MSCI Japan ETF	Sell	$50K – $100K	Self	Sep 12, 2025	51d late filing ↗
VLO Valero Energy Corp.	Sell	$15K – $50K	Self	Sep 12, 2025	51d late filing ↗
MRVL Marvell Technology Group Ltd.	Sell	$50K – $100K	Self	Sep 12, 2025	51d late filing ↗
FLCA Franklin FTSE Canada ETF	Sell	$15K – $50K	Self	Sep 12, 2025	51d late filing ↗
TRMB Trimble, Inc.	Sell	$50K – $100K	Self	Sep 12, 2025	51d late filing ↗
MSFT Microsoft Corp.	Sell	$100K – $250K	Self	Sep 12, 2025	51d late filing ↗
CRWD CrowdStrike Holdings Inc. Class A Common Stock	Sell	$50K – $100K	Self	Sep 12, 2025	51d late filing ↗
ETN Eaton Corp. Plc	Sell	$50K – $100K	Self	Sep 12, 2025	51d late filing ↗
AVGO Broadcom, Inc.	Sell	$15K – $50K	Self	Sep 12, 2025	51d late filing ↗
GOOG Alphabet, Inc. Class C	Sell	$50K – $100K	Self	Sep 12, 2025	51d late filing ↗
MSI Motorola Solutions, Inc.	Sell	$15K – $50K	Self	Sep 12, 2025	51d late filing ↗
XLE Energy Select Sector SPDR Fund	Sell	$50K – $100K	Self	Sep 12, 2025	51d late filing ↗
XLC Communication Services Select Sector SPDR Fund	Sell	$50K – $100K	Self	Sep 12, 2025	51d late filing ↗
EWC iShares MSCI Canada ETF	Sell	$100K – $250K	Self	Sep 12, 2025	51d late filing ↗
SPY SPDR S&P 500 ETF Trust	Buy	$1M – $5M	Self	Sep 12, 2025	51d late filing ↗
XLV Health Care Select Sector SPDR Fund	Sell	$100K – $250K	Self	Sep 10, 2025	53d late filing ↗
XLU Utilities Select Sector SPDR Fund	Sell	$50K – $100K	Self	Sep 10, 2025	53d late filing ↗
XLP Consumer Staples Select Sector SPDR Fund	Sell	$100K – $250K	Self	Sep 10, 2025	53d late filing ↗
IDEV iShares Core MSCI International Developed Markets ETF	Sell	$15K – $50K	Self	Sep 10, 2025	53d late filing ↗
EFA iShares MSCI EAFE ETF	Sell	$50K – $100K	Self	Sep 10, 2025	53d late filing ↗
EFG iShares MSCI EAFE Growth ETF	Sell	$50K – $100K	Self	Sep 10, 2025	53d late filing ↗
ANF Abercrombie & Fitch Co.	Sell	$15K – $50K	Self	Sep 10, 2025	53d late filing ↗
IPAC iShares Core MSCIPacific ETF	Sell	$15K – $50K	Self	Sep 10, 2025	53d late filing ↗
GOOGL Alphabet Inc Class A	Sell	$100K – $250K	Self	Sep 10, 2025	53d late filing ↗
EPP iShares MSCIPacific ex Japan ETF	Sell	$15K – $50K	Self	Sep 10, 2025	53d late filing ↗
IXJ iShares Global Healthcare ETF	Sell	$15K – $50K	Self	Sep 10, 2025	53d late filing ↗
ADBE Adobe, Inc.	Sell	$15K – $50K	Self	Sep 10, 2025	53d late filing ↗
ASML ASML Holding N.V. New York Registry Shares	Sell	$15K – $50K	Self	Sep 10, 2025	53d late filing ↗
DHR Danaher Corp.	Sell	$15K – $50K	Self	Sep 10, 2025	53d late filing ↗
FTNT Fortinet, Inc.	Sell	$15K – $50K	Self	Sep 10, 2025	53d late filing ↗
CVX Chevron Corp.	Sell	$50K – $100K	Self	Sep 10, 2025	53d late filing ↗
ETR Entergy Corp.	Sell	$15K – $50K	Self	Sep 10, 2025	53d late filing ↗
IFNNY Infineon Technologies AG	Sell	$15K – $50K	Self	Sep 10, 2025	53d late filing ↗
INSP Inspire Medical Systems, Inc.	Sell	$1K – $15K	Self	Sep 10, 2025	53d late filing ↗
LULU lululemon athletica, Inc.	Sell	$15K – $50K	Self	Sep 10, 2025	53d late filing ↗
JAZZ Jazz Pharmaceuticals Plc	Sell	$50K – $100K	Self	Sep 10, 2025	53d late filing ↗
MDT Medtronic Plc	Sell	$15K – $50K	Self	Sep 10, 2025	53d late filing ↗
MS Morgan Stanley	Sell	$50K – $100K	Self	Sep 10, 2025	53d late filing ↗
PG Procter & Gamble Co	Sell	$50K – $100K	Self	Sep 10, 2025	53d late filing ↗
REGN Regeneron Pharmaceuticals, Inc.	Sell	$15K – $50K	Self	Sep 10, 2025	53d late filing ↗
RHHBY Roche Holdings AG Basel ADR Common Stock	Sell	$50K – $100K	Self	Sep 10, 2025	53d late filing ↗
SLB Schlumberger NV	Sell	$15K – $50K	Self	Sep 10, 2025	53d late filing ↗
CI Cigna Corp.	Sell	$1K – $15K	Self	Sep 10, 2025	53d late filing ↗
UNP Union Pacific Corp.	Sell	$1K – $15K	Self	Sep 10, 2025	53d late filing ↗
DIS The Walt Disney Co.	Sell	$15K – $50K	Self	Sep 10, 2025	53d late filing ↗
WCN Waste Connections Inc. Common Shares	Sell	$15K – $50K	Self	Sep 10, 2025	53d late filing ↗
WDAY Workday, Inc.	Sell	$15K – $50K	Self	Sep 10, 2025	53d late filing ↗
WYNN Wynn Resorts Ltd.	Sell	$15K – $50K	Self	Sep 10, 2025	53d late filing ↗
WCC WESCO International, Inc.	Sell	$50K – $100K	Self	Sep 10, 2025	53d late filing ↗
JEPQ JPMorgan Nasdaq Equity Premium Income ETF	Buy	$1M – $5M	Self	Sep 10, 2025	53d late filing ↗
JEPI JPMorgan Equity Premium Income ETF JPMorgan Equity Premium Income ETF	Buy	$5M – $25M	Self	Sep 10, 2025	53d late filing ↗
IJLXX JPMorgan Liquid Assets Money Market Fund Institutional Shares	Sell	$5M – $25M	Self	Sep 10, 2025	53d late filing ↗
Amazon Com Inc Com	Sell	$100K – $250K	Self	Aug 7, 2025	65d late filing ↗
ALK Alaska Air Group, Inc.	Sell	$50K – $100K	Self	Aug 7, 2025	65d late filing ↗
ELF e.l.f. Beauty, Inc.	Sell	$15K – $50K	Self	Jul 11, 2025	92d late filing ↗
REGN Regeneron Pharmaceuticals, Inc.	Buy	$1K – $15K	Self	Jul 11, 2025	92d late filing ↗
MDT Medtronic Plc	Buy	$15K – $50K	Self	Jul 11, 2025	92d late filing ↗

Asset holdings

Annual (2026) · filed —

Account or section	Positions	Est. value
Other assets	268	$35.6M
Employment assets	24	$17.4M

Other assets

268 positions, as filed · back to all 292

Asset	Value	Income
LMCG Investments, LLC Managed Portfolio	—	—
Des Moines Iowa 2.000% Due 06-01-25	Under $1K	Interest · $201 – $1K
Entergy Corp ETR	Under $1K	Capital Gains Dividends · $15K – $50K
The Coca-cola Company KO	Under $1K	Capital Gains Dividends · $1K – $2.5K
Abbvie Inc ABBV	Under $1K	Capital Gains Dividends · $2.5K – $5K
Broadcom Inc AVGO	Under $1K	Capital Gains Dividends · $5K – $15K
Crowdstrike Holdings Inc CRWD	Under $1K	Capital Gains Dividends · $5K – $15K
The Walt Disney Co DIS	Under $1K	Capital Gains Dividends · $2.5K – $5K
General Motors Co GM	Under $1K	Capital Gains Dividends · $5K – $15K
Motorola Solutions MSI	Under $1K	Capital Gains Dividends · $15K – $50K
Newmont Corp NEM	Under $1K	Capital Gains Dividends · $5K – $15K
Northrop Grumman Corp NOC	Under $1K	Capital Gains Dividends · $2.5K – $5K
Rollins Inc ROL	Under $1K	Capital Gains Dividends · $2.5K – $5K
The Cigna Group CI	Under $1K	Capital Gains Dividends · $2.5K – $5K
Waste Connections Inc WCN	Under $1K	Capital Gains Dividends · $5K – $15K
Ishares Core Msci IEMG	Under $1K	Dividends · $1K – $2.5K
Abbott Labs ABT	Under $1K	Dividends · $201 – $1K
Abbvie Inc ABBV	Under $1K	Dividends · $1K – $2.5K
Alphabet Inc GOOGL	Under $1K	Dividends · $201 – $1K
Apple Inc AAPL	Under $1K	Dividends · $201 – $1K
Asml Holdings ASML	Under $1K	Dividends · $201 – $1K
Bank Of America BAC	Under $1K	Dividends · $201 – $1K
Chevron Corp CVX	Under $1K	Dividends · $1K – $2.5K
The Walt Disney Co DIS	Under $1K	Dividends · $201 – $1K
Entergy Corp ETR	Under $1K	Dividends · $1K – $2.5K
Goldman Sachs Group Co GS	Under $1K	Dividends · $201 – $1K
Infineon Technologies	Under $1K	Dividends · $201 – $1K
Ishares Msci Eafe ETF EFA	Under $1K	Dividends · $1K – $2.5K
Jpmorgan Chase & Co JPM	Under $1K	Dividends · $1K – $2.5K
Microsoft Corp MSFT	Under $1K	Dividends · $201 – $1K
Morgan Stanley MS	Under $1K	Dividends · $201 – $1K
Motorola Solutions MSI	Under $1K	Dividends · $201 – $1K
Newmont Corp NEM	Under $1K	Dividends · $201 – $1K
Proctor & Gamble PG	Under $1K	Dividends · $1K – $2.5K
Roche HLDG Co RHHBY	Under $1K	Dividends · $1K – $2.5K
Rollins Inc ROL	Under $1K	Dividends · $201 – $1K
Schlumberger SLB	Under $1K	Dividends · $201 – $1K
The Coca-cola Company KO	Under $1K	Dividends · $1K – $2.5K
Unitedhealth Group UNH	Under $1K	Dividends · $201 – $1K
Valero Energy Corp VLO	Under $1K	Dividends · $201 – $1K
Vanguard Mid Cap Value VOE	Under $1K	Dividends · $1K – $2.5K
Vanguard Small Cap Value VBR	Under $1K	Dividends · $201 – $1K
Visa Inc V	Under $1K	Dividends · $201 – $1K
Wesco International Inc WCC	Under $1K	Dividends · $201 – $1K
Brokerage Account #1	—	—
Indiana St Fin Auth Wastewater 5.000% Due 10-1-2025	Under $1K	Interest · $201 – $1K
Mcfarland Wis 3.000% Due 03-01-26	$15K – $50K	Interest · $201 – $1K
Ball St Univ Ind Univ Revs 5.000% Due 07-01- 26	$15K – $50K	Interest · $201 – $1K
Largo Fla Cap Impt Rev 5.000% Due 09-01-28	$1K – $15K	Interest · $201 – $1K
Msd Wash Twp Ind Sch Bldg Corp 5.000% Due 01-15-29	$15K – $50K	Interest · $201 – $1K
Mc Keesport Pa Area Sch Dist 4.000% Due 10-01-29	$15K – $50K	Interest · $201 – $1K
Los Angeles Cnty Calif Pub Wks 5.000% Due 12-01-29	$15K – $50K	Interest · $201 – $1K
District Columbia Hsg Fin Agy 4.450% Due 06-15-31	$15K – $50K	Interest · $201 – $1K
Bellevue Wash 4.000% Due 12-01-32	$15K – $50K	Interest · $201 – $1K
Texas St 5.000% Due 10-01-33	$50K – $100K	Interest · $1K – $2.5K
Texas Water Dev Brd 4.000% Due 10-15-33	$50K – $100K	Interest · $201 – $1K
IPS MULTI-SCH BLDG CORP IND 5.000% Due 01-15-34	$15K – $50K	Interest · $201 – $1K
Indianapolis Ind Loc Pub Impt Bd Bk 5.000% Due 02-01-35	$15K – $50K	Interest · $201 – $1K
Brunswick Cnty N C Enterprise 4.000% Due 04-01-35	$15K – $50K	Interest · $201 – $1K
Northglenn Colo Wastewater Rev 4.000% Due 12-01-35	$15K – $50K	Interest · $201 – $1K
New York N Y City Transitional Fin Auth Rev 5.000% Due 02-01-37	$15K – $50K	Interest · $201 – $1K
Dare Cnty N C Ltd Oblig 3.000% Due 06-01- 37	$15K – $50K	Interest · $201 – $1K
Indiana St Fin Auth Rev 5.000% Due 02-01-39	$50K – $100K	Interest · $1K – $2.5K
Metropolitan Govt Nashville & Davidson Cnty Tenn Health & Edl Facs Brd 3.500% Due 02- 01-48	$15K – $50K	Interest · $201 – $1K
(cid:9)Total return swap contract with JPMorgan (value not readily ascertainable)	—	—
Total return swap contract with JPMorgan (value not readily ascertainable)	—	—
Apple Inc AAPL	$100K – $250K	Dividends · $201 – $1K
Abbvie Inc ABBV	$50K – $100K	Dividends · $201 – $1K
Abbott Laboratories ABT	$50K – $100K	Dividends · $201 – $1K
Invesco HI YLD MUNI-R6 ACTSX	$50K – $100K	$1K – $2.5K
Bank Of America Corp BAC	$15K – $50K	Dividends · $201 – $1K
Booking Holdings Inc BKNG	$15K – $50K	Dividends
Six Circles Tax Aware BND CBTAX	$500K – $1M	$5K – $15K
Six Circles Tax AW U/S Dur CUTAX	$250K – $500K	$2.5K – $5K
Ishares Msci Europe Financial EUFN	$15K – $50K	$201 – $1K
Fidelity Adv Interm Muni-z FIQZX	$250K – $500K	$2.5K – $5K
Fidelity Intl Indx FSPSX	$500K – $1M	$15K – $50K
Fidelity 500 Index Fund FXAIX	$1M – $5M	$5K – $15K
Goldman Sachs Group Inc GS	$50K – $100K	Dividends · $201 – $1K
Ishares Core Msci Emerging IEMG	$100K – $250K	$2.5K – $5K
Ishares Core Msci Europe ETF IEUR	$250K – $500K	$2.5K – $5K
JPM Liq Asst MM FD - Instl IJLXX	$15K – $50K	$15K – $50K
Ishares S&P 500 Growth ETF IVW	$15K – $50K	—
Ishares Global Tech ETF IXN	$100K – $250K	$1K – $2.5K
Jpmorgan Equity Premium Inco JEPI	$5M – $25M	$100K – $1M
JPM Nasdaq Equity Premium JEPQ	$1M – $5M	$100K – $1M
Jpmorgan Chase & Co JPM	$100K – $250K	Dividends · $201 – $1K
The Coca-cola Company KO	$50K – $100K	Dividends · $1K – $2.5K
Meta Platforms Inc-class A META	$15K – $50K	Dividends
Nuveen Intrm Dur Muni BD-I NUVBX	$100K – $250K	$2.5K – $5K
Nvidia Corp NVDA	$100K – $250K	Dividends
T Rowe PR Summ Muni INC-I PRIMX	$500K – $1M	$2.5K – $5K
Rollins Inc ROL	$15K – $50K	Dividends · $201 – $1K
S&P Global Inc SPGI	$15K – $50K	Dividends
Visa Inc-class A Shares V	$50K – $100K	Dividends · $201 – $1K
Vanguard Small-cap GRWTH ETF VBK	$50K – $100K	$201 – $1K
Vanguard Small-cap Value ETF VBR	$50K – $100K	$201 – $1K
Vanguard Consumer Discre ETF VCR	$100K – $250K	$201 – $1K
Vanguard Info Tech ETF VGT	$100K – $250K	$201 – $1K
Vanguard LTD TRM T/E-ADM VMLUX	$250K – $500K	$5K – $15K
Vanguard Mid-cap Value ETF VOE	$50K – $100K	$1K – $2.5K
Vanguard S&P 500 Growth ETF VOOG	$500K – $1M	$1K – $2.5K
Vanguard Mid-cap Growth ETF VOT	$50K – $100K	$201 – $1K
Vanguard Tax-exempt Bond ETF VTEB	$250K – $500K	$5K – $15K
Vanguard I/T Tax Exmpt-adm VWIUX	$250K – $500K	$2.5K – $5K
State Street Industrial Select XLI	$50K – $100K	$201 – $1K
Alphabet Inc - Class A GOOGL	Under $1K	Dividends · $15K – $50K
Infineion Technologies IFNNY	Under $1K	Capital Gains · $1K – $2.5K
Ishares Msci Eafe ETF EFA	Under $1K	$5K – $15K
Ishares Core Msci Pacific ETF IPAC	Under $1K	$2.5K – $5K
Ishares Core Msci Dev MKTS IDEV	Under $1K	$2.5K – $5K
Jazz Pharmaceuticals PLC JAZZ	Under $1K	Capital Gains · $201 – $1K
Medtronic PLC MDT	Under $1K	Capital Gains · $201 – $1K
Morgan Stanley MS	Under $1K	Capital Gains Dividends · $5K – $15K
Roche Holdings LTD RHHBY	Under $1K	Capital Gains · $2.5K – $5K
Wesco International Inc WCC	Under $1K	Capital Gains · $2.5K – $5K
WYNN Resorts LTD WYNN	Under $1K	Capital Gains Dividends · $5K – $15K
Asml Holdings ASML	Under $1K	Capital Gains · $5K – $15K
Chevron Corp CVX	Under $1K	Capital Gains Dividends · $2.5K – $5K
Entergy Corp ETR	Under $1K	Capital Gains Dividends · $15K – $50K
Health Care Select Sector XLV	Under $1K	$5K – $15K
Ishares Msci Pacific EX Japan ETF EPP	Under $1K	$2.5K – $5K
Ishares Global Healthcare ETF IXJ	Under $1K	$2.5K – $5K
Ishares Msci Eafe Growth ETF EFG	Under $1K	$2.5K – $5K
Proctor & Gamble Co PG	Under $1K	Capital Gains · $5K – $15K
The Cigna Group CI	Under $1K	Capital Gains Dividends · $2.5K – $5K
Utilities Select Sector XLU	Under $1K	$5K – $15K
The Walt Disney Co DIS	Under $1K	Capital Gains · $5K – $15K
Waste Connections Inc WCN	Under $1K	Capital Gains · $5K – $15K
U.S. Brokerage Account (Cash)	$15K – $50K	—
Brokerage Account #2	—	—
Invesco HI YLD MUNI-R6 ACTSX	Under $1K	$1K – $2.5K
Blackrock Floating Rate Income Portfolio K BFRKX	Under $1K	—
Ishares National Muni Bond ETF MUB	Under $1K	$5K – $15K
MFS Muni High Income R6 MMHKX	Under $1K	$1K – $2.5K
Nuveen Intrm Dur Muni BD-I NUVBX	Under $1K	$1K – $2.5K
Nuveen Short Dur H/Y Muni NVHAX	Under $1K	$5K – $15K
Six Circles Tax Aware BND CBTAX	Under $1K	$15K – $50K
Six Circles Tax AW U/S Dur CUTAX	Under $1K	$2.5K – $5K
T Rowe PR Summ Muni INC-I PRIMX	Under $1K	$5K – $15K
Vanguard Tax-exempt Bond ETF VTEB	Under $1K	$5K – $15K
Vanguard I/T Tax Exmpt-adm VWIUX	Under $1K	$1K – $2.5K
Vanguard LTD TRM T/E-ADM VMLUX	Under $1K	$5K – $15K
SPDR Portfolio Short Term Corporate Bond ETF SPSB	Under $1K	$201 – $1K
U.S. Brokerage Account (Cash)	Under $1K	Interest · $1K – $2.5K
Brokerage Account #3	—	—
Comm Serv Select Sector XLC	Under $1K	$5K – $15K
Industrial Selector Sector XLI	Under $1K	$5K – $15K
Ishares S&P 500 Growth ETF IVW	Under $1K	$50K – $100K
Ishares Core S&P Midcap ETF IJH	Under $1K	$5K – $15K
Fidelity 500 Index Fund FXAIX	Under $1K	$1K – $2.5K
Financial Sector Select XLF	Under $1K	$1K – $2.5K
Vanguard Total Stock Market ETF VTI	Under $1K	$5K – $15K
Franklin Ftse Canada ETF FLCA	Under $1K	$201 – $1K
Ishares Msci Canada ETF EWC	Under $1K	$1K – $2.5K
Ishares Msci Pacific EX Japan ETF EPP	Under $1K	$201 – $1K
Ishares Global Tech ETF IXN	Under $1K	$201 – $1K
Ishares Global Healthcare ETF IXJ	Under $1K	$201 – $1K
Ishares Msci Eafe Growth ETF EFG	Under $1K	$201 – $1K
Ishares Msci Europe Financial EUFN	Under $1K	$201 – $1K
Ishares Msci Japan ETF EWJ	Under $1K	$201 – $1K
Ishares Core Msci Europe ETF IEUR	Under $1K	$2.5K – $5K
Ishares Core Msci Dev MKTS IDEV	Under $1K	$201 – $1K
Health Care Select Sector XLV	Under $1K	$1K – $2.5K
Consumer Staples Select Sector XLP	Under $1K	$1K – $2.5K
Energy Select Sector XLE	Under $1K	$1K – $2.5K
Utilities Select Sector XLU	Under $1K	$201 – $1K
Vanguard Consumer Discre ETF VCR	Under $1K	$201 – $1K
Vanguard Info Tech ETF VGT	Under $1K	$201 – $1K
Vanguard S&P 500 Growth ETF VOOG	Under $1K	$1K – $2.5K
U.S. Brokerage Account (Cash)	Under $1K	Interest · $1K – $2.5K
Brokerage Account #4	—	—
SPDR S&P 500 ETF Trust SPY	$1M – $5M	$5K – $15K
U.S. Brokerage Account (Cash)	Under $1K	—
Eaton Corp ETN	Under $1K	Capital Gains Interest · $5K – $15K
Financial Sector Select XLF	Under $1K	$50K – $100K
Trimble Inc TRMB	Under $1K	Capital Gains · $5K – $15K
Alaska Air Group Inc ALK	Under $1K	Capital Gains · $5K – $15K
Alphabet Inc - Class C GOOG	Under $1K	Capital Gains Dividends · $15K – $50K
Broadcom Inc AVGO	Under $1K	Capital Gains · $15K – $50K
Comm Serv Select Sector XLC	Under $1K	$15K – $50K
Crowdstrike Holdings Inc CRWD	Under $1K	Capital Gains · $15K – $50K
Energy Select Sector XLE	Under $1K	Capital Gains · $5K – $15K
Franklin Ftse Canada ETF FLCA	Under $1K	$2.5K – $5K
Ishares Msci Canada ETF EWC	Under $1K	$15K – $50K
Ishares Msci Japan ETF EWJ	Under $1K	$15K – $50K
Marvell Technology MRVL	Under $1K	Capital Gains · $5K – $15K
Microsoft Corp MSFT	Under $1K	Capital Gains Dividends · $15K – $50K
Motorola Solutions Inc MSI	Under $1K	Capital Gains · $5K – $15K
Servicenow Inc NOW	Under $1K	Capital Gains · $5K – $15K
Valero Energy Corp VLO	Under $1K	Capital Gains · $5K – $15K
JPMorgan Liquid Asset MMF - Premier PJLXX	Under $1K	$15K – $50K
JPMorgan Liquid Asset MMF - Insitutional IJLXX	Under $1K	$50K – $100K
Six Circles Tax AW U/S Dur CUTAX	Under $1K	$2.5K – $5K
Invesco HI YLD MUNI-R6 ACTSX	Under $1K	$201 – $1K
Fidelity Adv Interm Muni-z FIQZX	Under $1K	$201 – $1K
MFS Muni High Income R6 MMHKX	Under $1K	$201 – $1K
Nuveen Intrm Dur Muni BD-I NUVBX	Under $1K	$201 – $1K
Nuveen Short Dur H/Y Muni NVHAX	Under $1K	$201 – $1K
T Rowe PR Summ Muni INC-I PRIMX	Under $1K	$1K – $2.5K
Six Circles Tax Aware BND CBTAX	Under $1K	$2.5K – $5K
Vanguard Tax-exempt Bond ETF VTEB	Under $1K	$1K – $2.5K
Vanguard I/T Tax Exmpt-adm VWIUX	Under $1K	$201 – $1K
Vanguard LTD TRM T/E-ADM VMLUX	Under $1K	$1K – $2.5K
U.S. Bank (Cash)	$500K – $1M	—
Family Irrevocable Trust 1	—	—
Fidelity 500 Index Fund FXAIX	$15K – $50K	$201 – $1K
Six Circles US Unconstr EQ CUSUX	$50K – $100K	$201 – $1K
SPDR S&P 500 ETF Trust SPY	$250K – $500K	$2.5K – $5K
Ishares Msci Eafe ETF EFA	$50K – $100K	$1K – $2.5K
Six Circles Intl Uncon EQ CIUEX	$50K – $100K	$1K – $2.5K
Blackstone Alt Multi-strat-y BXMYX	$1K – $15K	$201 – $1K
Six Circles Multi-strat CALTX	$1K – $15K	$201 – $1K
Neuberger Berm LNG Shrt-inst NLSIX	$1K – $15K	—
Pimco MRTG Opp & Bnd-inst PMZIX	$1K – $15K	$201 – $1K
U.S. Brokerage Account (Cash)	$15K – $50K	—
Six Circles Tax Aware BND CBTAX	$15K – $50K	$1K – $2.5K
Vanguard I/T Tax Exmpt-adm VWIUX	$1K – $15K	—
Vanguard Tax-exempt Bond ETF VTEB	$15K – $50K	$201 – $1K
Lord Abbett SHRT Dur INC-F3 LOLDX	$1K – $15K	$201 – $1K
Vanguard Intermediate-term T VGIT	$15K – $50K	$201 – $1K
Six Circles Credit Opport CRDOX	$15K – $50K	$1K – $2.5K
Vanguard Total Stock Market ETF VTI	Under $1K	$201 – $1K
Jpmorgan Betabuilders Japan ETF BBJP	Under $1K	$5K – $15K
Jpmorgan Betabuilders Dev Asia EX- Japan ETF BBAX	Under $1K	$1K – $2.5K
Jpmorgan Betabuilders Canada BBCA	Under $1K	$5K – $15K
Family Irrevocable Trust 2	—	—
Fidelity 500 Index Fund FXAIX	$15K – $50K	$201 – $1K
Six Circles US Unconstr EQ CUSUX	$50K – $100K	$201 – $1K
SPDR S&P 500 ETF Trust SPY	$250K – $500K	$2.5K – $5K
Ishares Msci Eafe ETF EFA	$50K – $100K	$1K – $2.5K
Six Circles Intl Uncon EQ CIUEX	$50K – $100K	$1K – $2.5K
Blackstone Alt Multi-strat-y BXMYX	$1K – $15K	$201 – $1K
Six Circles Multi-strat CALTX	$1K – $15K	$201 – $1K
Neuberger Berm LNG Shrt-inst NLSIX	$1K – $15K	—
Pimco MRTG Opp & Bnd-inst PMZIX	$1K – $15K	$201 – $1K
Six Circles Tax Aware BND CBTAX	$15K – $50K	$1K – $2.5K
Vanguard I/T Tax Exmpt-adm VWIUX	$1K – $15K	—
Vanguard Tax-exempt Bond ETF VTEB	$15K – $50K	$201 – $1K
Lord Abbett SHRT Dur INC-F3 LOLDX	$1K – $15K	$201 – $1K
Vanguard Intermediate-term T VGIT	$15K – $50K	$201 – $1K
Six Circles Credit Opport CRDOX	$15K – $50K	$1K – $2.5K
Vanguard Total Stock Market ETF VTI	Under $1K	$201 – $1K
Jpmorgan Betabuilders Japan ETF BBJP	Under $1K	$5K – $15K
Jpmorgan Betabuilders Dev Asia EX- Japan ETF BBAX	Under $1K	$1K – $2.5K
Jpmorgan Betabuilders Canada BBCA	Under $1K	$5K – $15K
U.S. Brokerage Account (Cash)	$15K – $50K	—
Family Irrevocable Trust 3	—	—
Fidelity 500 Index Fund FXAIX	$15K – $50K	$201 – $1K
Six Circles US Unconstr EQ CUSUX	$50K – $100K	$201 – $1K
SPDR S&P 500 ETF Trust SPY	$100K – $250K	$2.5K – $5K
Ishares Msci Eafe ETF EFA	$50K – $100K	$1K – $2.5K
Six Circles Intl Uncon EQ CIUEX	$50K – $100K	$1K – $2.5K
Blackstone Alt Multi-strat-y BXMYX	$1K – $15K	$201 – $1K
Six Circles Multi-strat CALTX	$1K – $15K	$201 – $1K
Neuberger Berm LNG Shrt-inst NLSIX	$1K – $15K	—
Pimco MRTG Opp & Bnd-inst PMZIX	$1K – $15K	$201 – $1K
U.S. Brokerage Account (Cash)	$15K – $50K	—
Six Circles Tax Aware BND CBTAX	$15K – $50K	$1K – $2.5K
Vanguard I/T Tax Exmpt-adm VWIUX	$1K – $15K	—
Vanguard Tax-exempt Bond ETF VTEB	$15K – $50K	$201 – $1K
Lord Abbett SHRT Dur INC-F3 LOLDX	$1K – $15K	$201 – $1K
Vanguard Intermediate-term T VGIT	$15K – $50K	$201 – $1K
Six Circles Credit Opport CRDOX	$15K – $50K	$1K – $2.5K
Vanguard Total Stock Market ETF VTI	Under $1K	$201 – $1K
Jpmorgan Betabuilders Japan ETF BBJP	Under $1K	$5K – $15K
Jpmorgan Betabuilders Dev Asia EX- Japan ETF BBAX	Under $1K	$1K – $2.5K
Jpmorgan Betabuilders Canada BBCA	Under $1K	$5K – $15K

Values and income are the ranges the filer discloses, normalized to one form. Hover a value for the string as filed. Rows marked *** carry that marker in the filing itself, with no legend: each one is a foreign-domiciled issuer or a Reg S note.