84trades · $6M est.
63%
disclosed on time · 31 late, worst 196d over
$10.5Mest. assets · Termination
Since nomination
Nominee 278 (01/16/2021) vs TerminationDivested
94 positions · $4.9M est. · largest 20 shown| Asset | Account | Owner | Value at nomination |
|---|---|---|---|
| Proterra, Inc., vested stock options | Employment assets | Self | $1M – $5M |
| Vanguard Short Term Corporate Bond Index Fund VCSH | Employment assets | Self | $250K – $500K |
| Blackrock Equity Index | Employment assets | Self | $100K – $250K |
| Wilmington Trust Collective Investment Trust - Large Cap Growth Fund | Employment assets | Self | $100K – $250K |
| Granholm Mulhern Associates, business ownership/income (50%) | Employment assets | Self | $50K – $100K |
| Granholm Mulhern Associates, business ownership/income (50%) | Spouse's assets | Spouse | $50K – $100K |
| Redfin Corp. RDFN | Employment assets | Self | $15K – $50K |
| Granholm Mulhern Associates, anticipated bonus | Employment assets | Self | $15K – $50K |
| Albermarle ALB | Spouse's assets | Spouse | $15K – $50K |
| Communication Servs Selct Sectr SPDRA FUND XLC | Spouse's assets | Spouse | $15K – $50K |
| First Solar, Inc. FSLR | Spouse's assets | Spouse | $15K – $50K |
| Invesco Ltd. IVZ | Spouse's assets | Spouse | $15K – $50K |
| Pfizer Inc. PFE | Spouse's assets | Spouse | $15K – $50K |
| Redfin Corp. RDFN | Spouse's assets | Spouse | $15K – $50K |
| Bank of America | Spouse's assets | Spouse | $15K – $50K |
| Citizens Finl Group | Spouse's assets | Spouse | $15K – $50K |
| Hannon Armstrong Sust Infra REIT HASI | Spouse's assets | Spouse | $15K – $50K |
| Iron Mountain REIT IRM | Spouse's assets | Spouse | $15K – $50K |
| Apple, Inc. AAPL | Other assets | — | $15K – $50K |
| Cisco CSCO | Other assets | — | $15K – $50K |
Held at termination
44 positions · $6.4M est. · largest 20 shown| Asset | Account | Owner | At nomination | Latest value |
|---|---|---|---|---|
| Residential real estate, Oakland, California | Other assets | — | $1M – $5M | $1M – $5M |
| State Street Target Retirement 2030 | Employment assets | Self | $500K – $1M | $500K – $1M |
| State Street S&P 500 Index | Employment assets | Self | $100K – $250K | $250K – $500K |
| UC Pathway Fund 2030 | Spouse's assets | Spouse | $100K – $250K | $250K – $500K |
| UC Pathway Fund 2030 | Spouse's assets | Spouse | $100K – $250K | $250K – $500K |
| American Funds New Perspective Fund | Employment assets | Self | $100K – $250K | $100K – $250K |
| State Street Bond Market Index | Employment assets | Self | $100K – $250K | $100K – $250K |
| T. Rowe Price, Mid-Cap Growth RPMGX | Other assets | — | $100K – $250K | $100K – $250K |
| Vanguard Short Term Corp Bond Fund VCSH | Other assets | — | Under $1K | $100K – $250K |
| U.S. credit union (cash) | Other assets | — | $100K – $250K | $50K – $100K |
| Janus Henderson Research Fund JNRFX | Other assets | — | $100K – $250K | $50K – $100K |
| T. Rowe Price, Blue Chip Growth TRBCX | Other assets | — | $50K – $100K | $50K – $100K |
| UC Domestic Equity Index | Employment assets | Self | $15K – $50K | $50K – $100K |
| UC Domestic Small Cap Equity Fund (invested in Vanguard Sm Cap Index VSCPX) | Employment assets | Self | $50K – $100K | $15K – $50K |
| Janus Henderson Forty Fund JFRDX | Other assets | — | $50K – $100K | $15K – $50K |
| UC International Equity Index Fund | Employment assets | Self | $15K – $50K | $15K – $50K |
| UC Emerging Markets Equity Fund | Employment assets | Self | $15K – $50K | $15K – $50K |
| State Street Bond Market Index | Employment assets | Self | $15K – $50K | $15K – $50K |
| U.S. sweep account (cash) | Employment assets | Self | $1K – $15K | $15K – $50K |
| UC Real Estate Fund (invested in Vanguard REIT Index Fund VGSNX) | Employment assets | Self | $1K – $15K | $15K – $50K |
New positions
39 positions · $4.2M est. · largest 20 shown| Asset | Account | Owner | Latest value |
|---|---|---|---|
| Guaranteed Income Fund | Employment assets | Self | $250K – $500K |
| Goldman Sachs ActiveBeta US Large Cap Equity ETF GSLC | Other assets | — | $250K – $500K |
| iShares Core S&P Mid-Cap ETF IJH | Other assets | — | $250K – $500K |
| JPMorgan US Value Factor ETF JVAL | Other assets | — | $250K – $500K |
| University of California, defined benefit plan | Spouse's assets | Spouse | $100K – $250K |
| Goldman Sachs ActiveBeta US Large Cap Equity ETF GSLC | Spouse's assets | Spouse | $100K – $250K |
| JPMorgan US Value Factor ETF JVAL | Employment assets | Self | $100K – $250K |
| JPMorgan US Value Factor ETF JVAL | Spouse's assets | Spouse | $100K – $250K |
| Invesco S&P 500 Equal Weight ETF RSP | Employment assets | Self | $100K – $250K |
| iShares Core S&P Small-Cap ETF IJR | Other assets | — | $100K – $250K |
| JPMorgan BetaBuilders USD High Yield Corporate Bond ETF BBHY | Other assets | — | $100K – $250K |
| Vanguard Developed Markets Index Fund ETF Shares VEA | Other assets | — | $100K – $250K |
| Goldman Sachs Dynamic Municipal Income Fund Institutional Shares GSMTX | Other assets | — | $100K – $250K |
| US Treasury Bills 0% 02/13/25 | Employment assets | Self | $50K – $100K |
| Western Asset Core Plus Bond (IS Pltfrm) | Employment assets | Self | $50K – $100K |
| Garcia Hamilton ESG Core Bond Fund | Employment assets | Self | $50K – $100K |
| Blackrock EAFE Equity Index 1 | Employment assets | Self | $50K – $100K |
| State Street S&P MidCap Index | Employment assets | Self | $50K – $100K |
| Vanguard Short-Term Treasury Index Fund ETF Class Shares VGSH | Employment assets | Self | $50K – $100K |
| iShares 0-3 Month Treasury Bond ETF iShares 0-3 Month Treasury Bond ETF SGOV | Employment assets | Self | $50K – $100K |
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 |
|---|---|---|---|---|---|
| IJH iShares Core S&P Mid-Cap ETF | Buy | $15K – $50K | Self | Nov 26, 2024 | filing ↗ |
| JVAL JPMorgan US Value Factor ETF | Sell | $15K – $50K | Self | Sep 20, 2024 | 35d late filing ↗ |
| VCSH Vanguard Short-Term Corporate Bond Index Fund ETF Class Shares | Sell | $15K – $50K | Self | Sep 20, 2024 | 35d late filing ↗ |
| RSP Invesco S&P 500 Equal Weight ETF | Buy | $50K – $100K | Self | May 20, 2024 | 158d late filing ↗ |
| RSP Invesco S&P 500 Equal Weight ETF | Buy | $15K – $50K | Self | Apr 24, 2024 | 18d late filing ↗ |
| VCSH Vanguard Short-Term Corporate Bond Index Fund ETF Class Shares | Sell | $50K – $100K | Self | Feb 5, 2024 | 8d late filing ↗ |
| RSP Invesco S&P 500 Equal Weight ETF | Buy | $15K – $50K | Self | Jan 19, 2024 | 25d late filing ↗ |
| TTWO Take-Two Interactive Software, Inc. | Sell | $1K – $15K | Self | Jan 16, 2024 | 158d late filing ↗ |
| JNOSX Janus Henderson Overseas Fund | Sell | $15K – $50K | Self | Jan 11, 2024 | 33d late filing ↗ |
| JNRFX Janus Henderson Research Fund | Sell | $15K – $50K | Self | Jan 11, 2024 | 33d late filing ↗ |
| RSP Invesco S&P 500 Equal Weight ETF | Buy | $15K – $50K | Self | Jan 5, 2024 | 39d late filing ↗ |
| IJR iShares Core S&P Small-Cap ETF | Sell | $15K – $50K | Self | Dec 22, 2023 | 2d late filing ↗ |
| IJH iShares Core S&P Mid-Cap ETF | Sell | $15K – $50K | Self | Dec 22, 2023 | 2d late filing ↗ |
| VCSH Vanguard Short-Term Corporate Bond Index Fund ETF Class Shares | Sell | $50K – $100K | Self | Dec 22, 2023 | 2d late filing ↗ |
| JVAL JPMorgan US Value Factor ETF | Sell | $15K – $50K | Self | Nov 14, 2023 | filing ↗ |
| JNRFX Janus Henderson Research Fund Class D Shares | Sell | $15K – $50K | Self | Oct 12, 2023 | filing ↗ |
| JNRFX Janus Henderson Research Fund | Sell | $15K – $50K | Self | Aug 30, 2023 | filing ↗ |
| SGOV iShares 0-3 Month Treasury Bond ETF iShares 0-3 Month Treasury Bond ETF | Buy | $15K – $50K | Self | Aug 18, 2023 | filing ↗ |
| SGOV iShares 0-3 Month Treasury Bond ETF iShares 0-3 Month Treasury Bond ETF | Buy | $50K – $100K | Self | Aug 18, 2023 | filing ↗ |
| JVAL JPMorgan US Value Factor ETF | Sell | $15K – $50K | Self | Aug 8, 2023 | 3d late filing ↗ |
| BBHY JPMorgan BetaBuilders USD High Yield Corporate Bond ETF | Sell (partial) | $15K – $50K | Self | May 30, 2023 | filing ↗ |
| GSLC Goldman Sachs ActiveBeta US Large Cap Equity ETF | Sell (partial) | $15K – $50K | Self | May 30, 2023 | filing ↗ |
| XSOE WisdomTree Emerging Markets ex-State-Owned Enterprises Fund | Sell | $15K – $50K | Self | May 30, 2023 | filing ↗ |
| TDOC Teledoc Health, Inc. | Sell | Under $1K | Self | May 18, 2023 | filing ↗ |
| TDOC Teledoc Health, Inc. | Sell | Under $1K | Self | May 18, 2023 | filing ↗ |
| RDFN Redfin Corp. | Sell | $1K – $15K | Self | May 18, 2023 | filing ↗ |
| IVZ Invesco Ltd. | Sell | $1K – $15K | Self | May 18, 2023 | filing ↗ |
| FUN Cedar Fair L.P. Common Stock | Sell | $1K – $15K | Self | May 18, 2023 | filing ↗ |
| DNP DNP Select Income Fund, Inc | Sell | $1K – $15K | Self | May 18, 2023 | filing ↗ |
| RDFN Redfin Corp. | Sell | $1K – $15K | Self | May 18, 2023 | filing ↗ |
| IVZ Invesco Ltd. | Sell | $1K – $15K | Self | May 18, 2023 | filing ↗ |
| FUN Cedar Fair L.P. Common Stock | Sell | $1K – $15K | Self | May 18, 2023 | filing ↗ |
| DNP DNP Select Income Fund, Inc | Sell | $1K – $15K | Self | May 18, 2023 | filing ↗ |
| RDFN Redfin Corp. | Sell | $1K – $15K | Self | May 18, 2023 | filing ↗ |
| GILD Gilead Sciences, Inc. | Sell | $1K – $15K | Self | May 18, 2023 | filing ↗ |
| UBER Uber Technologies, Inc. | Sell | $1K – $15K | Self | May 18, 2023 | filing ↗ |
| F Ford Motor Co. | Sell | $1K – $15K | Spouse | May 15, 2023 | filing ↗ |
| JVAL JPMorgan US Value Factor ETF | Sell | $15K – $50K | Self | Apr 17, 2023 | 6d late filing ↗ |
| BBHY JPMorgan BetaBuilders USD High Yield Corporate Bond ETF | Sell | $50K – $100K | Self | Apr 17, 2023 | 6d late filing ↗ |
| JFRDX Janus Henderson Forty Fund | Sell | $50K – $100K | Self | Feb 22, 2023 | 6d late filing ↗ |
| GSLC Goldman Sachs ActiveBeta US Large Cap Equity ETF | Sell | $15K – $50K | Self | Feb 17, 2023 | 11d late filing ↗ |
| US Treasury Bills 0% 07/13/23 | Buy | $15K – $50K | Self | Jan 18, 2023 | filing ↗ |
| US Treasury Bills 0% 07/06/23 | Buy | $15K – $50K | Self | Jan 10, 2023 | filing ↗ |
| GSLC Goldman Sachs ActiveBeta US Large Cap Equity ETF | Sell | $50K – $100K | Self | Dec 6, 2022 | 10d late filing ↗ |
| VWO VanguardEmerging Markets Stock Index Fund ETF Shares | Sell | $15K – $50K | Self | Dec 5, 2022 | 11d late filing ↗ |
| US Treasury Bills 0% 11/2/23 | Buy | $15K – $50K | Self | Nov 10, 2022 | filing ↗ |
| US Treasury Bills 0% 5/11/23 | Buy | $50K – $100K | Self | Nov 10, 2022 | filing ↗ |
| US Treasury Bills 0% 02/09/2023 | Buy | $50K – $100K | Self | Nov 10, 2022 | filing ↗ |
| VGSH Vanguard Short-Term Treasury Index Fund ETF Class Shares | Buy | $50K – $100K | Self | Oct 27, 2022 | 11d late filing ↗ |
| TTWO Take-Two Interactive Software, Inc. | Buy | $1K – $15K | Self | May 9, 2022 | 4d late filing ↗ |
| Vivint | Sell | $1K – $15K | Self | Oct 26, 2021 | 17d late filing ↗ |
| Service Properties REIT | Sell | $1K – $15K | Self | Sep 14, 2021 | 59d late filing ↗ |
| RDFN Redfin Corp. | Sell | $1K – $15K | Self | Jul 13, 2021 | 122d late filing ↗ |
| Proterra Inc. stock | Sell | $1M – $5M | Self | May 24, 2021 | filing ↗ |
| Exercised vested stock options to purchase Proterra Inc. stock | Buy | $500K – $1M | Self | May 12, 2021 | filing ↗ |
| Cohen & Steers REIT & Pref | Sell | $1K – $15K | Self | May 6, 2021 | 190d late filing ↗ |
| Invesco Ltd. | Sell | $15K – $50K | Self | May 6, 2021 | 190d late filing ↗ |
| Viatris | Sell | $1K – $15K | Self | May 6, 2021 | 190d late filing ↗ |
| UBER Uber Technologies, Inc. | Sell | $15K – $50K | Self | Apr 30, 2021 | 196d late filing ↗ |
| RDFN Redfin Corp. | Sell | $15K – $50K | Self | Apr 30, 2021 | 196d late filing ↗ |
| GILD Gilead Sciences, Inc. | Sell | $1K – $15K | Self | Apr 30, 2021 | 196d late filing ↗ |
| ERH Wells Fargo Utilities & High Income Fund | Sell | $1K – $15K | Self | Mar 22, 2021 | filing ↗ |
| PFE Pfizer Inc. | Sell | $15K – $50K | Self | Mar 22, 2021 | filing ↗ |
| IRM Iron Mountain, Inc. | Sell | $15K – $50K | Self | Mar 22, 2021 | filing ↗ |
| HASI Hannon Armstrong Sustainable Infrastructure Capital, Inc. | Sell | $15K – $50K | Self | Mar 22, 2021 | filing ↗ |
| F Ford Motor Co. | Sell | $1K – $15K | Self | Mar 22, 2021 | filing ↗ |
| FSLR First Solar, Inc. | Sell | $15K – $50K | Self | Mar 22, 2021 | filing ↗ |
| DUK Duke Energy Corp. | Sell | $1K – $15K | Self | Mar 22, 2021 | filing ↗ |
| XLC Communication Services Select Sector SPDR Fund | Sell | $15K – $50K | Self | Mar 22, 2021 | filing ↗ |
| CFG.PRD Citizens Fin GRoup 6.35% Preferred - D | Sell | $15K – $50K | Self | Mar 22, 2021 | filing ↗ |
| CSCO Cisco Systems, Inc. | Sell | $15K – $50K | Self | Mar 22, 2021 | filing ↗ |
| BAC.PRL Bank of America 7.25% Preferred - L | Sell | $15K – $50K | Self | Mar 22, 2021 | filing ↗ |
| Arrow Electronics 7.5% 01/15/2027 Bond | Sell | $1K – $15K | Self | Mar 22, 2021 | filing ↗ |
| T AT&T, Inc. | Sell | $1K – $15K | Self | Mar 22, 2021 | filing ↗ |
| AAPL Apple, Inc. | Sell | $1K – $15K | Self | Mar 22, 2021 | filing ↗ |
| ALB Albemarle Corp. | Sell | $15K – $50K | Self | Mar 22, 2021 | filing ↗ |
| SNV.D Synovus Financial Corp. 6.3% | Sell | $1K – $15K | Self | Mar 22, 2021 | filing ↗ |
| HASI Hannon Armstrong Sustainable Infrastructure Capital, Inc. | Sell | $1K – $15K | Self | Mar 22, 2021 | filing ↗ |
| T AT&T, Inc. | Sell | $1K – $15K | Self | Mar 22, 2021 | filing ↗ |
| V Visa, Inc. | Sell | $1K – $15K | Self | Mar 22, 2021 | filing ↗ |
| MSFT Microsoft Corp. | Sell | $15K – $50K | Self | Mar 22, 2021 | filing ↗ |
| HASI Hannon Armstrong Sustainable Infrastructure Capital, Inc. | Sell | $1K – $15K | Self | Mar 22, 2021 | filing ↗ |
| CSCO Cisco Systems, Inc. | Sell | $15K – $50K | Self | Mar 22, 2021 | filing ↗ |
| AAPL Apple, Inc. | Sell | $15K – $50K | Self | Mar 22, 2021 | filing ↗ |
Asset holdings
Termination · filed —All positions
104 positions| Asset | Owner | Value | Income |
|---|---|---|---|
| IRA SEP | Self | — | — |
| Ishares Preferred and Income Securities ETF PFF | Self | $1K – $15K | — |
| U.S. sweep account (cash) | Self | $15K – $50K | — |
| Vanguard Information Technology Index Fund VGT | Self | $15K – $50K | — |
| Brighthouse Financial, bond | Self | $1K – $15K | — |
| Invesco Preferred ETF PGX | Self | $1K – $15K | — |
| Unum Group, bond | Self | $1K – $15K | — |
| Vaneck Vectors Preferred Sec EX Fins ETF PFXF | Self | $1K – $15K | — |
| JPMorgan US Value Factor ETF JVAL | Self | $100K – $250K | — |
| Goldman Sachs ActiveBeta US Large Cap Equity ETF GSLC | Self | $15K – $50K | — |
| Vanguard Short-Term Treasury Index Fund ETF Class Shares VGSH | Self | $50K – $100K | — |
| iShares 0-3 Month Treasury Bond ETF iShares 0-3 Month Treasury Bond ETF SGOV | Self | $50K – $100K | — |
| US Treasury Bills 0% 02/13/25 | Self | $50K – $100K | — |
| US Treasury Bills 0% 02/27/25 | Self | $15K – $50K | — |
| Invesco S&P 500 Equal Weight ETF RSP | Self | $100K – $250K | — |
| iShares Core S&P Mid-Cap ETF IJH | Self | $15K – $50K | — |
| IRA Roth | Self | — | — |
| Nuveen ESG LargeCap Growth ETF NULG | Self | $1K – $15K | — |
| University of California 403(b) plan | Self | — | — |
| UC Domestic Small Cap Equity Fund (invested in Vanguard Sm Cap Index VSCPX) | Self | $15K – $50K | — |
| UC International Equity Index Fund | Self | $15K – $50K | — |
| UC Emerging Markets Equity Fund | Self | $15K – $50K | — |
| UC Real Estate Fund (invested in Vanguard REIT Index Fund VGSNX) | Self | $15K – $50K | — |
| UC Savings Fund | Self | $1K – $15K | — |
| University of California, defined contribution plan | Self | — | — |
| UC Pathway Fund 2020 | Self | $1K – $15K | — |
| University of California 457(b) plan | Self | — | — |
| UC Domestic Equity Index | Self | $50K – $100K | — |
| UC Bond Fund | Self | $1K – $15K | — |
| Wayne County, defined contribution plan | Self | — | — |
| American Funds New Perspective Fund | Self | $100K – $250K | — |
| Guaranteed Income Fund | Self | $250K – $500K | — |
| Western Asset Core Plus Bond (IS Pltfrm) | Self | $50K – $100K | — |
| Garcia Hamilton ESG Core Bond Fund | Self | $50K – $100K | — |
| Blackrock EAFE Equity Index 1 | Self | $50K – $100K | — |
| Large Cap Value Fund Class R1 | Self | $15K – $50K | — |
| Blackrock Equity Index 1 | Self | $15K – $50K | — |
| Large Cap Growth Fund III Class R1 | Self | $15K – $50K | — |
| DFA Emerging Markets 1 | Self | $15K – $50K | — |
| Mid Cap Value Fee Class R1 | Self | $15K – $50K | — |
| Small Cap Value/Victory Fund | Self | $15K – $50K | — |
| Mid Cap Gro II Class R1 | Self | $15K – $50K | — |
| Small Cap Growth Fund II Fee Class R1 | Self | $15K – $50K | — |
| DFA Inflation-Protected Securities I | Self | $15K – $50K | — |
| Real Estate/Cohen & Steers Fund | Self | $15K – $50K | — |
| State of Michigan | Self | — | — |
| 401(k) Plan | Self | — | — |
| State Street Target Retirement 2030 | Self | $500K – $1M | — |
| State Street Bond Market Index | Self | $100K – $250K | — |
| 457 Plan | Self | — | — |
| State Street Bond Market Index | Self | $15K – $50K | — |
| State Street S&P 500 Index | Self | $250K – $500K | — |
| State Street S&P MidCap Index | Self | $50K – $100K | — |
| IRA Roth | Spouse | — | — |
| Nuveen ESG Lg Cap Growth ETF NULG | Spouse | $1K – $15K | — |
| University of California, defined contribution plan | Spouse | — | — |
| UC Pathway Fund 2020 | Spouse | $1K – $15K | — |
| University of California, 457(b) plan | Spouse | — | — |
| UC Pathway Fund 2030 | Spouse | $250K – $500K | — |
| University of California 403(b) plan | Spouse | — | — |
| UC Pathway Fund 2030 | Spouse | $250K – $500K | — |
| UC Pathway Income | Spouse | Under $1K | — |
| University of California, defined benefit plan | Spouse | $100K – $250K | — |
| Spouse IRA | Spouse | — | — |
| Janus Henderson Research Fund JNRFX | Spouse | $15K – $50K | — |
| Christian Brothers defined benefit plan (value not readily ascertainable) eligible for $833/month 10/24 | Spouse | — | — |
| IRA Rollover | Spouse | — | — |
| Vanguard Information Technology Index Fund ETF Class Shares VGT | Spouse | $15K – $50K | — |
| Brighthouse Financial, bond | Spouse | $1K – $15K | — |
| Invesco Preferred ETF PGX | Spouse | $1K – $15K | — |
| Unum Group, bond | Spouse | $1K – $15K | — |
| VanEck Vectors Preferred Securities ex Financials ETF PFXF | Spouse | $1K – $15K | — |
| U.S. sweep account | Spouse | $1K – $15K | — |
| Goldman Sachs ActiveBeta US Large Cap Equity ETF GSLC | Spouse | $100K – $250K | — |
| iShares Core S&P Mid-Cap ETF IJH | Spouse | $15K – $50K | — |
| JPMorgan US Value Factor ETF JVAL | Spouse | $100K – $250K | — |
| iShares 0-3 Month Treasury Bond ETF iShares 0-3 Month Treasury Bond ETF SGOV | Spouse | $15K – $50K | — |
| US Treasury Bills 0% 01/09/25 | Spouse | $15K – $50K | — |
| Invesco S&P 500 Equal Weight ETF RSP | Spouse | $15K – $50K | — |
| Residential real estate, Oakland, California | — | $1M – $5M | Rent or Royalties · $50K – $100K |
| U.S. credit union (cash) | — | $50K – $100K | Interest |
| Michigan Education Savings Plan (Child #1 529) | — | — | — |
| 100% Fixed Income Option | — | $1K – $15K | — |
| Michigan Education Savings Plan (Child #2 529) | — | — | — |
| In School Option Portfolio | — | Under $1K | — |
| Global Equity Index Option | — | $1K – $15K | — |
| Joint Brokerage Account | — | — | — |
| U.S. sweep account (cash) | — | $1K – $15K | $201 – $1K |
| Vanguard Short Term Corp Bond Fund VCSH | — | $100K – $250K | $15K – $50K |
| Goldman Sachs ActiveBeta US Large Cap Equity ETF GSLC | — | $250K – $500K | $2.5K – $5K |
| iShares Core S&P Mid-Cap ETF IJH | — | $250K – $500K | $2.5K – $5K |
| iShares Core S&P Small-Cap ETF IJR | — | $100K – $250K | $2.5K – $5K |
| JPMorgan US Value Factor ETF JVAL | — | $250K – $500K | $15K – $50K |
| JPMorgan BetaBuilders USD High Yield Corporate Bond ETF BBHY | — | $100K – $250K | $15K – $50K |
| Vanguard Developed Markets Index Fund ETF Shares VEA | — | $100K – $250K | $2.5K – $5K |
| Goldman Sachs Dynamic Municipal Income Fund Institutional Shares GSMTX | — | $100K – $250K | $5K – $15K |
| Investment Account 1 | — | — | — |
| T. Rowe Price, Blue Chip Growth TRBCX | — | $50K – $100K | $2.5K – $5K |
| T. Rowe Price, International Stock PRITX | — | $1K – $15K | $1K – $2.5K |
| T. Rowe Price, Mid-Cap Growth RPMGX | — | $100K – $250K | $15K – $50K |
| Investment Account 2 | — | — | — |
| Janus Henderson Forty Fund JFRDX | — | $15K – $50K | $2.5K – $5K |
| Janus Henderson Overseas Fund JNOS | — | $1K – $15K | $201 – $1K |
| Janus Henderson Research Fund JNRFX | — | $50K – $100K | $2.5K – $5K |
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.