63trades · $744.5K est.
0%
disclosed on time · 63 late, worst 3d over
$22.5Mest. assets · Annual (2026)
Since nomination
Nominee 278 (02/16/2025) vs Annual (2026)Divested
29 positions · $1M est.| Asset | Account | Owner | Value at nomination |
|---|---|---|---|
| International Business Machines Corp. (IBM), unvested restricted stock units | Employment assets | Self | $250K – $500K |
| International Business Machines Corp. IBM | Employment assets | Self | $100K – $250K |
| International Business Machines Corp. (IBM), anticipated bonus | Employment assets | Self | $100K – $250K |
| International Business Machines Corp. (IBM), unvested stock options | Employment assets | Self | $50K – $100K |
| International Business Machines Corp. (IBM), vested stock options | Employment assets | Self | $15K – $50K |
| Fidelity Government Cash Reserves FDRXX | Other assets | — | $1K – $15K |
| Accenture Plc ACN | Other assets | — | $1K – $15K |
| Linde Plc LIN | Other assets | — | $1K – $15K |
| Abbott Laboratories ABT | Other assets | — | $1K – $15K |
| Adobe, Inc. ADBE | Other assets | — | $1K – $15K |
| Amgen Inc. AMGN | Other assets | — | $1K – $15K |
| Broadcom, Inc. AVGO | Other assets | — | $1K – $15K |
| Chevron Corp. CVX | Other assets | — | $1K – $15K |
| The Walt Disney Co. DIS | Other assets | — | $1K – $15K |
| The Home Depot, Inc. HD | Other assets | — | $1K – $15K |
| Honeywell International, Inc. HON | Other assets | — | $1K – $15K |
| Intuit, Inc. INTU | Other assets | — | $1K – $15K |
| Lowe's Cos., Inc. LOW | Other assets | — | $1K – $15K |
| Merck & Co., Inc. MRK | Other assets | — | $1K – $15K |
| NextEra Energy, Inc. NEE | Other assets | — | $1K – $15K |
| Pfizer Inc. PFE | Other assets | — | $1K – $15K |
| QUALCOMM, Inc. QCOM | Other assets | — | $1K – $15K |
| Salesforce.com, inc. CRM | Other assets | — | $1K – $15K |
| ServiceNow, Inc. NOW | Other assets | — | $1K – $15K |
| Texas Instruments Incorporated TXN | Other assets | — | $1K – $15K |
| Union Pacific Corp. UNP | Other assets | — | $1K – $15K |
| UnitedHealth Group, Inc. UNH | Other assets | — | $1K – $15K |
| Verizon Communications, Inc. VZ | Other assets | — | $1K – $15K |
| Global Conductor, Inc. (Management Consulting) | Employment assets | Self | Under $1K |
Still holds
65 positions · $22.5M est.| Asset | Account | Owner | At nomination | Latest value |
|---|---|---|---|---|
| Global Conductor, Inc. (Management Consulting), promissory note | Employment assets | Self | $1M – $5M | $1M – $5M |
| Residential Property in Fountain Valley, CA | Other assets | — | $1M – $5M | $1M – $5M |
| US Bank Account (4) Cash - Family Trust | Other assets | — | $1M – $5M | $1M – $5M |
| Fidelity Treasury Only Portfolio Class I Shares FSIXX | Other assets | — | $1M – $5M | $1M – $5M |
| Fidelity Blue Chip Growth Fund FBGRX | Employment assets | Self | $500K – $1M | $1M – $5M |
| US Bank Account (1) Cash - Family Trust | Other assets | — | $500K – $1M | $1M – $5M |
| PIMCO Income Fund Administrative Class Shares PIINX | Employment assets | Self | $500K – $1M | $500K – $1M |
| Residential Property in Norco, CA | Other assets | — | $500K – $1M | $500K – $1M |
| Fidelity Total Market Index Fund FSKAX | Employment assets | Self | $250K – $500K | $500K – $1M |
| Residential Real Estate in Dallas, TX | Other assets | — | $250K – $500K | $250K – $500K |
| Residential Property in Encino, CA | Other assets | — | $250K – $500K | $250K – $500K |
| Fidelity 500 Index Fund FXAIX | Employment assets | Self | $100K – $250K | $100K – $250K |
| TCW MetWest Total Return Bond Fund Class M Shares MWTRX | Employment assets | Self | $100K – $250K | $100K – $250K |
| Fidelity Blue Chip Growth Fund Class K Shares FBGKX | Employment assets | Self | $100K – $250K | $100K – $250K |
| Undeveloped Land in Lake Havasu, CA | Other assets | — | $100K – $250K | $100K – $250K |
| US Bank Account (3) Cash - Family Trust | Other assets | — | $100K – $250K | $100K – $250K |
| Fidelity Blue Chip Growth Fund FBGRX | Employment assets | Self | $50K – $100K | $100K – $250K |
| Galliard Stable Return Fund M | Employment assets | Self | $50K – $100K | $50K – $100K |
| Vanguard Target Retirement 2030 Fund Investor Class Shares VTHRX | Employment assets | Self | $50K – $100K | $50K – $100K |
| Fidelity Investment Grade Bond Fund FBNDX | Other assets | — | $50K – $100K | $50K – $100K |
| US Bank Account (2) Cash - Family Trust | Other assets | — | $15K – $50K | $50K – $100K |
| Prospect House Media dba Ameritocracy (Podcasting), self-published | Employment assets | Self | $15K – $50K | $15K – $50K |
| Invesco Diversified Dividend Fund Class R5 Shares DDFIX | Employment assets | Self | $15K – $50K | $15K – $50K |
| U.S. Brokerage Account (cash) | Employment assets | Self | $15K – $50K | $15K – $50K |
| U.S. brokerage account (cash) | Employment assets | Self | $1K – $15K | $15K – $50K |
| Fidelity 500 Index Fund FXAIX | Employment assets | Self | $1K – $15K | $1K – $15K |
| Apple, Inc. AAPL | Other assets | — | $15K – $50K | Under $1K |
| Microsoft Corp. MSFT | Other assets | — | $15K – $50K | Under $1K |
| NVIDIA Corp. NVDA | Other assets | — | $15K – $50K | Under $1K |
| AbbVie, Inc. ABBV | Other assets | — | $1K – $15K | Under $1K |
| Alphabet, Inc. GOOG | Other assets | — | $1K – $15K | Under $1K |
| Amazon.com, Inc. AMZN | Other assets | — | $1K – $15K | Under $1K |
| Bank of America Corp. BAC | Other assets | — | $1K – $15K | Under $1K |
| Berkshire Hathaway Inc. BRKB | Other assets | — | $1K – $15K | Under $1K |
| Booking Holdings Inc. BKNG | Other assets | — | $1K – $15K | Under $1K |
| Boston Scientific Corp. BSX | Other assets | — | $1K – $15K | Under $1K |
| Bristol-Myers Squibb BMY | Other assets | — | $1K – $15K | Under $1K |
| Caterpillar, Inc. CAT | Other assets | — | $1K – $15K | Under $1K |
| Cisco Systems, Inc. CSCO | Other assets | — | $1K – $15K | Under $1K |
| Citigroup, Inc. C | Other assets | — | $1K – $15K | Under $1K |
| The Coca-Cola Co. KO | Other assets | — | $1K – $15K | Under $1K |
| Costco Wholesale Corp. COST | Other assets | — | $1K – $15K | Under $1K |
| Exxon Mobil Corp. XOM | Other assets | — | $1K – $15K | Under $1K |
| Meta Platforms Inc. Class A Common Stock META | Other assets | — | $1K – $15K | Under $1K |
| GE Aerospace Com New GE | Other assets | — | $1K – $15K | Under $1K |
| Goldman Sachs Group Inc GS | Other assets | — | $1K – $15K | Under $1K |
| International Business Machines Corp. IBM | Other assets | — | $1K – $15K | Under $1K |
| Intuitive Surgical, Inc. ISRG | Other assets | — | $1K – $15K | Under $1K |
| JPMorgan Chase & Co. JPM | Other assets | — | $1K – $15K | Under $1K |
| Eli Lilly & Co. LLY | Other assets | — | $1K – $15K | Under $1K |
| Mastercard, Inc. MA | Other assets | — | $1K – $15K | Under $1K |
| McDonald's Corp. MCD | Other assets | — | $1K – $15K | Under $1K |
| Morgan Stanley MS | Other assets | — | $1K – $15K | Under $1K |
| Netflix, Inc. NFLX | Other assets | — | $1K – $15K | Under $1K |
| Oracle Corp. ORCL | Other assets | — | $1K – $15K | Under $1K |
| Palantir Technologies Inc. Class A Common Stock PLTR | Other assets | — | $1K – $15K | Under $1K |
| Philip Morris International, Inc. PM | Other assets | — | $1K – $15K | Under $1K |
| Procter & Gamble Co. PG | Other assets | — | $1K – $15K | Under $1K |
| Raytheon Technologies Corporation Common Stock RTX | Other assets | — | $1K – $15K | Under $1K |
| S&P Global, Inc. SPGI | Other assets | — | $1K – $15K | Under $1K |
| The TJX Cos., Inc. TJX | Other assets | — | $1K – $15K | Under $1K |
| Tesla, Inc. TSLA | Other assets | — | $1K – $15K | Under $1K |
| Visa, Inc. V | Other assets | — | $1K – $15K | Under $1K |
| Walmart, Inc. WMT | Other assets | — | $1K – $15K | Under $1K |
| Wells Fargo & Co. WFC | Other assets | — | $1K – $15K | Under $1K |
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 |
|---|---|---|---|---|---|
| IBM International Business Machines Corp. | Sell | $100K – $250K | Self | Mar 25, 2025 | 3d late filing ↗ |
| WFC Wells Fargo & Co. | Sell | $1K – $15K | Self | Mar 25, 2025 | 3d late filing ↗ |
| WMT Walmart, Inc. | Sell | $1K – $15K | Self | Mar 25, 2025 | 3d late filing ↗ |
| V Visa, Inc. | Sell | $1K – $15K | Self | Mar 25, 2025 | 3d late filing ↗ |
| VZ Verizon Communications, Inc. | Sell | $1K – $15K | Self | Mar 25, 2025 | 3d late filing ↗ |
| UNH UnitedHealth Group, Inc. | Sell | $1K – $15K | Self | Mar 25, 2025 | 3d late filing ↗ |
| UNP Union Pacific Corp. | Sell | $1K – $15K | Self | Mar 25, 2025 | 3d late filing ↗ |
| TXN Texas Instruments Incorporated | Sell | $1K – $15K | Self | Mar 25, 2025 | 3d late filing ↗ |
| TSLA Tesla, Inc. | Sell | $1K – $15K | Self | Mar 25, 2025 | 3d late filing ↗ |
| TJX The TJX Cos., Inc. | Sell | $1K – $15K | Self | Mar 25, 2025 | 3d late filing ↗ |
| NOW ServiceNow, Inc. | Sell | $1K – $15K | Self | Mar 25, 2025 | 3d late filing ↗ |
| CRM Salesforce.com, inc. | Sell | $1K – $15K | Self | Mar 25, 2025 | 3d late filing ↗ |
| SPGI S&P Global, Inc. | Sell | $1K – $15K | Self | Mar 25, 2025 | 3d late filing ↗ |
| RTX Raytheon Technologies Corporation Common Stock | Sell | $1K – $15K | Self | Mar 25, 2025 | 3d late filing ↗ |
| QCOM QUALCOMM, Inc. | Sell | $1K – $15K | Self | Mar 25, 2025 | 3d late filing ↗ |
| PG Procter & Gamble Co. | Sell | $1K – $15K | Self | Mar 25, 2025 | 3d late filing ↗ |
| PM Philip Morris International, Inc. | Sell | $1K – $15K | Self | Mar 25, 2025 | 3d late filing ↗ |
| PFE Pfizer Inc. | Sell | $1K – $15K | Self | Mar 25, 2025 | 3d late filing ↗ |
| PLTR Palantir Technologies Inc. Class A Common Stock | Sell | $1K – $15K | Self | Mar 25, 2025 | 3d late filing ↗ |
| ORCL Oracle Corp. | Sell | $1K – $15K | Self | Mar 25, 2025 | 3d late filing ↗ |
| NVDA NVIDIA Corp. | Sell | $15K – $50K | Self | Mar 25, 2025 | 3d late filing ↗ |
| NEE NextEra Energy, Inc. | Sell | $1K – $15K | Self | Mar 25, 2025 | 3d late filing ↗ |
| NFLX Netflix, Inc. | Sell | $1K – $15K | Self | Mar 25, 2025 | 3d late filing ↗ |
| MS Morgan Stanley | Sell | $1K – $15K | Self | Mar 25, 2025 | 3d late filing ↗ |
| MSFT Microsoft Corp. | Sell | $15K – $50K | Self | Mar 25, 2025 | 3d late filing ↗ |
| MRK Merck & Co., Inc. | Sell | $1K – $15K | Self | Mar 25, 2025 | 3d late filing ↗ |
| MCD McDonald's Corp. | Sell | $1K – $15K | Self | Mar 25, 2025 | 3d late filing ↗ |
| MA Mastercard, Inc. | Sell | $1K – $15K | Self | Mar 25, 2025 | 3d late filing ↗ |
| LOW Lowe's Cos., Inc. | Sell | $1K – $15K | Self | Mar 25, 2025 | 3d late filing ↗ |
| LLY Eli Lilly & Co. | Sell | $1K – $15K | Self | Mar 25, 2025 | 3d late filing ↗ |
| JPM JPMorgan Chase & Co. | Sell | $1K – $15K | Self | Mar 25, 2025 | 3d late filing ↗ |
| INTU Intuit, Inc. | Sell | $1K – $15K | Self | Mar 25, 2025 | 3d late filing ↗ |
| ISRG Intuitive Surgical, Inc. | Sell | $1K – $15K | Self | Mar 25, 2025 | 3d late filing ↗ |
| IBM International Business Machines Corp. | Sell | $1K – $15K | Self | Mar 25, 2025 | 3d late filing ↗ |
| HON Honeywell International, Inc. | Sell | $1K – $15K | Self | Mar 25, 2025 | 3d late filing ↗ |
| HD The Home Depot, Inc. | Sell | $1K – $15K | Self | Mar 25, 2025 | 3d late filing ↗ |
| GS Goldman Sachs Group Inc | Sell | $1K – $15K | Self | Mar 25, 2025 | 3d late filing ↗ |
| GE GE Aerospace Com New | Sell | $1K – $15K | Self | Mar 25, 2025 | 3d late filing ↗ |
| META Meta Platforms Inc. Class A Common Stock | Sell | $1K – $15K | Self | Mar 25, 2025 | 3d late filing ↗ |
| XOM Exxon Mobil Corp. | Sell | $1K – $15K | Self | Mar 25, 2025 | 3d late filing ↗ |
| DIS The Walt Disney Co. | Sell | $1K – $15K | Self | Mar 25, 2025 | 3d late filing ↗ |
| COST Costco Wholesale Corp. | Sell | $1K – $15K | Self | Mar 25, 2025 | 3d late filing ↗ |
| KO The Coca-Cola Co. | Sell | $1K – $15K | Self | Mar 25, 2025 | 3d late filing ↗ |
| C Citigroup, Inc. | Sell | $1K – $15K | Self | Mar 25, 2025 | 3d late filing ↗ |
| CSCO Cisco Systems, Inc. | Sell | $1K – $15K | Self | Mar 25, 2025 | 3d late filing ↗ |
| CVX Chevron Corp. | Sell | $1K – $15K | Self | Mar 25, 2025 | 3d late filing ↗ |
| CAT Caterpillar, Inc. | Sell | $1K – $15K | Self | Mar 25, 2025 | 3d late filing ↗ |
| AVGO Broadcom, Inc. | Sell | $1K – $15K | Self | Mar 25, 2025 | 3d late filing ↗ |
| BMY Bristol-Myers Squibb | Sell | $1K – $15K | Self | Mar 25, 2025 | 3d late filing ↗ |
| BSX Boston Scientific Corp. | Sell | $1K – $15K | Self | Mar 25, 2025 | 3d late filing ↗ |
| BKNG Booking Holdings Inc. | Sell | $1K – $15K | Self | Mar 25, 2025 | 3d late filing ↗ |
| BRKB Berkshire Hathaway Inc. | Sell | $1K – $15K | Self | Mar 25, 2025 | 3d late filing ↗ |
| BAC Bank of America Corp. | Sell | $1K – $15K | Self | Mar 25, 2025 | 3d late filing ↗ |
| AAPL Apple, Inc. | Sell | $15K – $50K | Self | Mar 25, 2025 | 3d late filing ↗ |
| AMGN Amgen Inc. | Sell | $1K – $15K | Self | Mar 25, 2025 | 3d late filing ↗ |
| AXP American Express Co | Sell | $1K – $15K | Self | Mar 25, 2025 | 3d late filing ↗ |
| AMZN Amazon.com, Inc. | Sell | $1K – $15K | Self | Mar 25, 2025 | 3d late filing ↗ |
| GOOG Alphabet, Inc. | Sell | $1K – $15K | Self | Mar 25, 2025 | 3d late filing ↗ |
| ADBE Adobe, Inc. | Sell | $1K – $15K | Self | Mar 25, 2025 | 3d late filing ↗ |
| ABBV AbbVie, Inc. | Sell | $1K – $15K | Self | Mar 25, 2025 | 3d late filing ↗ |
| ABT Abbott Laboratories | Sell | $1K – $15K | Self | Mar 25, 2025 | 3d late filing ↗ |
| LIN Linde Plc | Sell | $1K – $15K | Self | Mar 25, 2025 | 3d late filing ↗ |
| ACN Accenture Plc | Sell | $1K – $15K | Self | Mar 25, 2025 | 3d late filing ↗ |
Asset holdings
Annual (2026) · filed —All positions
79 positions| Asset | Owner | Value | Income |
|---|---|---|---|
| Prospect House Media dba Ameritocracy (Podcasting), self-published | Self | $15K – $50K | — |
| International Business Machines Corp. IBM | Self | — | Salary/Bonus · $99K |
| Roth IRA | Self | — | — |
| Fidelity Blue Chip Growth Fund FBGRX | Self | $100K – $250K | — |
| U.S. Brokerage Account (cash) | Self | $15K – $50K | — |
| Fidelity 500 Index Fund FXAIX | Self | $1K – $15K | — |
| Boeing, defined benefit plan (value not readily ascertainable): eligible for $200/mo. at age 62 | Self | — | — |
| City of Los Alamitos (CALPERS), defined benefit plan (value not readily ascertainable): eligible for $150/mo. at age 65 | Self | — | — |
| Global Conductor, Inc. (Management Consulting), promissory note | Self | $1M – $5M | Interest · $100K – $1M |
| Global Conductor, Inc., 401(k) Plan: | Self | — | — |
| Fidelity Blue Chip Growth Fund FBGRX | Self | $1M – $5M | — |
| Fidelity 500 Index Fund FXAIX | Self | $100K – $250K | — |
| Fidelity Total Market Index Fund FSKAX | Self | $500K – $1M | — |
| Invesco Diversified Dividend Fund Class R5 Shares DDFIX | Self | $15K – $50K | — |
| Galliard Stable Return Fund M | Self | $50K – $100K | — |
| TCW MetWest Total Return Bond Fund Class M Shares MWTRX | Self | $100K – $250K | — |
| PIMCO Income Fund Administrative Class Shares PIINX | Self | $500K – $1M | — |
| International Business Machines Corp. (IBM), 401(K) Plan: | Self | — | — |
| Vanguard Target Retirement 2030 Fund Investor Class Shares VTHRX | Self | $50K – $100K | — |
| Fidelity Blue Chip Growth Fund Class K Shares FBGKX | Self | $100K – $250K | — |
| International Business Machines Corp. (IBM), Personal Pension Plan Retirement Benefit Account | Self | — | — |
| U.S. brokerage account (cash) | Self | $15K – $50K | — |
| Eyeglass Mount, Patent # 9329404 (value not readily ascertainable) | Spouse | — | — |
| Garden Grove Unified School District | Spouse | — | Salary |
| Garden Grove Unified School District (CALSTRS), defined benefit plan, defined benefit plan (value not readily ascertainable) | Spouse | — | — |
| Global Conductor, Inc. (Management Consulting) | Spouse | — | Salary |
| Residential Real Estate in Dallas, TX | — | $250K – $500K | Rent or Royalties · $15K – $50K |
| Residential Property in Fountain Valley, CA | — | $1M – $5M | Rent or Royalties · $15K – $50K |
| Residential Property in Encino, CA | — | $250K – $500K | Rent or Royalties · $15K – $50K |
| Residential Property in Norco, CA | — | $500K – $1M | Rent or Royalties · $15K – $50K |
| Undeveloped Land in Lake Havasu, CA | — | $100K – $250K | — |
| US Bank Account (1) Cash - Family Trust | — | $1M – $5M | Interest · $15K – $50K |
| US Bank Account (2) Cash - Family Trust | — | $50K – $100K | Interest · $1K – $2.5K |
| US Bank Account (3) Cash - Family Trust | — | $100K – $250K | Interest · $5K – $15K |
| US Bank Account (4) Cash - Family Trust | — | $1M – $5M | Interest · $15K – $50K |
| Fidelity Managed Account #1 | — | — | — |
| Fidelity Treasury Only Portfolio Class I Shares FSIXX | — | $1M – $5M | $5K – $15K |
| Managed Account #2 | — | — | — |
| AbbVie, Inc. ABBV | — | Under $1K | Capital Gains · $201 – $1K |
| Alphabet, Inc. GOOG | — | Under $1K | Capital Gains · $1K – $2.5K |
| Amazon.com, Inc. AMZN | — | Under $1K | Capital Gains · $2.5K – $5K |
| Apple, Inc. AAPL | — | Under $1K | Capital Gains · $2.5K – $5K |
| Bank of America Corp. BAC | — | Under $1K | Capital Gains · $201 – $1K |
| Berkshire Hathaway Inc. BRKB | — | Under $1K | Capital Gains · $1K – $2.5K |
| Booking Holdings Inc. BKNG | — | Under $1K | Capital Gains · $201 – $1K |
| Boston Scientific Corp. BSX | — | Under $1K | Capital Gains · $201 – $1K |
| Bristol-Myers Squibb BMY | — | Under $1K | Capital Gains · $201 – $1K |
| Caterpillar, Inc. CAT | — | Under $1K | Capital Gains · $201 – $1K |
| Cisco Systems, Inc. CSCO | — | Under $1K | Capital Gains · $201 – $1K |
| Citigroup, Inc. C | — | Under $1K | Capital Gains · $201 – $1K |
| The Coca-Cola Co. KO | — | Under $1K | Capital Gains · $201 – $1K |
| Costco Wholesale Corp. COST | — | Under $1K | Capital Gains · $201 – $1K |
| Exxon Mobil Corp. XOM | — | Under $1K | Capital Gains · $201 – $1K |
| Meta Platforms Inc. Class A Common Stock META | — | Under $1K | Capital Gains · $2.5K – $5K |
| GE Aerospace Com New GE | — | Under $1K | Capital Gains · $201 – $1K |
| Goldman Sachs Group Inc GS | — | Under $1K | Capital Gains · $201 – $1K |
| International Business Machines Corp. IBM | — | Under $1K | Capital Gains · $201 – $1K |
| Intuitive Surgical, Inc. ISRG | — | Under $1K | Capital Gains · $201 – $1K |
| JPMorgan Chase & Co. JPM | — | Under $1K | Capital Gains · $1K – $2.5K |
| Eli Lilly & Co. LLY | — | Under $1K | Capital Gains · $1K – $2.5K |
| Mastercard, Inc. MA | — | Under $1K | Capital Gains · $201 – $1K |
| McDonald's Corp. MCD | — | Under $1K | Capital Gains · $201 – $1K |
| Microsoft Corp. MSFT | — | Under $1K | Capital Gains · $201 – $1K |
| Morgan Stanley MS | — | Under $1K | Capital Gains · $201 – $1K |
| Netflix, Inc. NFLX | — | Under $1K | Capital Gains · $1K – $2.5K |
| NVIDIA Corp. NVDA | — | Under $1K | Capital Gains · $5K – $15K |
| Oracle Corp. ORCL | — | Under $1K | Capital Gains · $201 – $1K |
| Palantir Technologies Inc. Class A Common Stock PLTR | — | Under $1K | Capital Gains · $1K – $2.5K |
| Philip Morris International, Inc. PM | — | Under $1K | Capital Gains · $201 – $1K |
| Procter & Gamble Co. PG | — | Under $1K | Capital Gains · $201 – $1K |
| Raytheon Technologies Corporation Common Stock RTX | — | Under $1K | Capital Gains · $201 – $1K |
| S&P Global, Inc. SPGI | — | Under $1K | Capital Gains · $201 – $1K |
| The TJX Cos., Inc. TJX | — | Under $1K | Capital Gains · $201 – $1K |
| Tesla, Inc. TSLA | — | Under $1K | Capital Gains · $1K – $2.5K |
| Visa, Inc. V | — | Under $1K | Capital Gains · $201 – $1K |
| Walmart, Inc. WMT | — | Under $1K | Capital Gains · $201 – $1K |
| Wells Fargo & Co. WFC | — | Under $1K | Capital Gains · $201 – $1K |
| IRA - Beneficiary Distribution Account | — | — | cash distributions · $3.2K |
| Fidelity Investment Grade Bond Fund FBNDX | — | $50K – $100K | — |
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.