Stephen I Miran
BBH Wealth Strategies, LLC - CLARKSTON CAPITAL PARTNERS SMALL/MID CAP SERIES × 5 FNMA (Fannie Mae) × 2 TLT × 2 XLF × 2 SHYD × 2 Abbott Laboratories × 1 view in graph
77trades · $8M est.
0%
disclosed on time · 77 late, worst 136d over
$18.7Mest. assets · Annual Term
Since nomination
Nominee 278 (09/03/2025) vs Annual TermDivested
39 positions · $34.5K est. · largest 20 shown| Asset | Account | Owner | Value at nomination |
|---|---|---|---|
| Strategic Advisory Alliance, LP | Other assets | — | $1K – $15K |
| Strategic Advisory Alliance, LP | Other assets | — | $1K – $15K |
| SM Consulting 1 LLC (sole-member passthrough LLC for my writing/consulting) | Employment assets | Self | Under $1K |
| Cytokinetics, Inc. CYTK | Other assets | — | Under $1K |
| Enovix Corporation Common Stock ENVX | Other assets | — | Under $1K |
| PureCycle Technologies Inc. Common stock PCT | Other assets | — | Under $1K |
| U.S. Treasury note | Other assets | — | Under $1K |
| iShares MSCIEmerging Markets ETF EEM | Other assets | — | Under $1K |
| HHH Howard Hughes Holdings Inc | Other assets | — | Under $1K |
| RPAR Risk Parity ETF RPAR | Other assets | — | Under $1K |
| Sarepta Therapeutics, Inc. SRPT | Other assets | — | Under $1K |
| GBP/USD futures (CME), closed position | Other assets | — | Under $1K |
| EUR/USD futures (CME), closed position | Other assets | — | Under $1K |
| CHF/USD Futures (CME), closed position | Other assets | — | Under $1K |
| German Bund futures (Eurex), closed position | Other assets | — | Under $1K |
| Nasdaq 100 Futures (CME), closed position | Other assets | — | Under $1K |
| EUR/JPY Futures (CME), closed position | Other assets | — | Under $1K |
| Ultra Lond Treasury Bond Futures (CME), closed position | Other assets | — | Under $1K |
| 10-year Treasury note futures (CME), closed position | Other assets | — | Under $1K |
| S&P 500 Futures options (CME), closed position | Other assets | — | Under $1K |
Still holds
185 positions · $18.4M est. · largest 20 shown| Asset | Account | Owner | At nomination | Latest value |
|---|---|---|---|---|
| Residential Real Estate - New York, NY | Other assets | — | $1M – $5M | $1M – $5M |
| ECPI University and Affiliated Entities | Spouse's assets | Spouse | Over $1M | Over $1M |
| U.S. brokerage account No. 2 (cash) | Other assets | — | Over $1M | Over $1M |
| BBH Limited Duration Fund CL I | Other assets | — | Over $1M | Over $1M |
| BBH Wealth Strategies, LLC - ALTAROCK PARTNERS SERIES | Other assets | — | Over $1M | Over $1M |
| Ishares S&P 500 Index Fund - Ivv | Other assets | — | Over $1M | Over $1M |
| Residential Real Estate - Bridgehampton, NY | Other assets | — | Over $1M | Over $1M |
| BBH Wealth Strategies, LLC - Valley Forge Large Cap Equity Series | Other assets | — | $500K – $1M | Over $1M |
| BBH Wealth Strategies, LLC - TRINITY STREET INTERNATIONAL PARTNERS SERIES | Other assets | — | $500K – $1M | $500K – $1M |
| BBH Wealth Strategies, LLC - BOWIE GLOBAL EQUITY SERIES | Other assets | — | $500K – $1M | $500K – $1M |
| BBH U.S. Government Money Market Fund | Other assets | — | $500K – $1M | $500K – $1M |
| Akre Focus Fund-supra Inst - Akrsx | Other assets | — | $500K – $1M | $250K – $500K |
| Fidelity Government Money Market Fund SPAXX | Other assets | — | $250K – $500K | $250K – $500K |
| VanEck Vectors Short High-Yield Municipal Index ETF SHYD | Other assets | — | $250K – $500K | $250K – $500K |
| BBH Partner Fund - International Equity - BBHLX | Other assets | — | $250K – $500K | $250K – $500K |
| BBH Wealth Strategies, LLC - GQG PARTNERS EMERGING MARKETS EQUITY SERIES | Other assets | — | $250K – $500K | $250K – $500K |
| BBH Capital Partners Vi, L.P. | Other assets | — | $250K – $500K | $250K – $500K |
| Advanced Tech Institute LLC | Spouse's assets | Spouse | $100K – $250K | $100K – $250K |
| iShares 20+ Year Treasury Bond ETF TLT | Other assets | — | $100K – $250K | $100K – $250K |
| BBH Wealth Strategies, LLC - AH SERIES 1 | Other assets | — | $100K – $250K | $100K – $250K |
New positions
8 positions · $246K est.| Asset | Account | Owner | Latest value |
|---|---|---|---|
| BBH Wealth Strategies, LLC - BBH Capital Partners VII, L.P. | Other assets | — | $50K – $100K |
| Ishares S&P 500 Index Fund - Ivv | Other assets | — | $15K – $50K |
| Ishares S&P 500 Index Fund - Ivv | Other assets | — | $15K – $50K |
| Ishares S&P 500 Index Fund - Ivv | Other assets | — | $15K – $50K |
| Akre Focus ETF -AKRE | Other assets | — | $15K – $50K |
| Ishares Russell 2000 Fund - Iwm | Other assets | — | $15K – $50K |
| Ishares Core Msci Eafe ETF | Other assets | — | $1K – $15K |
| S&P 500 Options (Closed position) | Other assets | — | 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 |
|---|---|---|---|---|---|
| BBH Wealth Strategies, LLC - CLARKSTON CAPITAL PARTNERS SMALL/MID CAP SERIES | Sell | $100K – $250K | Self | Mar 2, 2026 | 5d late filing ↗ |
| BBH LIMITED DURATION FUND CL I | Sell | $500K – $1M | Self | Mar 2, 2026 | 5d late filing ↗ |
| BBH Wealth Strategies, LLC - CLARKSTON CAPITAL PARTNERS SMALL/MID CAP SERIES | Sell | $100K – $250K | Self | Feb 20, 2026 | 15d late filing ↗ |
| BBH Wealth Strategies, LLC - CLARKSTON CAPITAL PARTNERS SMALL/MID CAP SERIES | Sell | $100K – $250K | Self | Feb 6, 2026 | 29d late filing ↗ |
| BBH Wealth Strategies, LLC - CLARKSTON CAPITAL PARTNERS SMALL/MID CAP SERIES | Sell | $100K – $250K | Self | Jan 30, 2026 | 36d late filing ↗ |
| BBH Wealth Strategies, LLC - CLARKSTON CAPITAL PARTNERS SMALL/MID CAP SERIES | Sell | $100K – $250K | Self | Jan 21, 2026 | 45d late filing ↗ |
| BBH Wealth Strategies, LLC - SILVER POINT DISTRESSED OPPORTUNITY II SERIES | Buy | $1K – $15K | Self | Jan 20, 2026 | 46d late filing ↗ |
| IVV ISHARES S&P 500 INDEX FUND | Buy | $500K – $1M | Self | Nov 14, 2025 | 1d late filing ↗ |
| TLT iShares 20+ Year Treasury Bond ETF | Buy | $100K – $250K | Self | Jun 20, 2025 | 29d late filing ↗ |
| SHYD VanEck Vectors Short High-Yield Municipal Index ETF | Buy | $100K – $250K | Self | Jun 13, 2025 | 36d late filing ↗ |
| Proctor & Gamble | Sell | $15K – $50K | Self | Jun 9, 2025 | 40d late filing ↗ |
| NVR Inc. | Sell | $1K – $15K | Self | Jun 9, 2025 | 40d late filing ↗ |
| Novo Nordisk | Sell | $1K – $15K | Self | Jun 9, 2025 | 40d late filing ↗ |
| Keysight Technologies Inc. | Sell | $15K – $50K | Self | Jun 9, 2025 | 40d late filing ↗ |
| Eli Lilly & Co. | Sell | $1K – $15K | Self | Jun 9, 2025 | 40d late filing ↗ |
| Zoetis Inc | Sell | $50K – $100K | Self | Jun 9, 2025 | 40d late filing ↗ |
| Zebra Technologies Corp. | Sell | $15K – $50K | Self | Jun 9, 2025 | 40d late filing ↗ |
| Wyndham Hotels & Resorts Inc | Sell | $15K – $50K | Self | Jun 9, 2025 | 40d late filing ↗ |
| Willscot Mobile Mini Holdings Co. | Sell | $1K – $15K | Self | Jun 9, 2025 | 40d late filing ↗ |
| West Pharmaceutical Services Inc, | Sell | $15K – $50K | Self | Jun 9, 2025 | 40d late filing ↗ |
| Watsco Inc | Sell | $15K – $50K | Self | Jun 9, 2025 | 40d late filing ↗ |
| Waste Management Inc. | Sell | $100K – $250K | Self | Jun 9, 2025 | 40d late filing ↗ |
| Vulcan Materials Co. | Sell | $15K – $50K | Self | Jun 9, 2025 | 40d late filing ↗ |
| United Health Group | Sell | $15K – $50K | Self | Jun 9, 2025 | 40d late filing ↗ |
| ULSolutions Inc. | Sell | $15K – $50K | Self | Jun 9, 2025 | 40d late filing ↗ |
| Toro Co | Sell | $1K – $15K | Self | Jun 9, 2025 | 40d late filing ↗ |
| Thermo Fisher Scientific Inc. | Sell | $15K – $50K | Self | Jun 9, 2025 | 40d late filing ↗ |
| Texas Instruments Inc | Sell | $50K – $100K | Self | Jun 9, 2025 | 40d late filing ↗ |
| Take-Two Interactive Software | Sell | $15K – $50K | Self | Jun 9, 2025 | 40d late filing ↗ |
| Shift4 Payments Inc. | Sell | $15K – $50K | Self | Jun 9, 2025 | 40d late filing ↗ |
| S&P Global Inc | Sell | $50K – $100K | Self | Jun 9, 2025 | 40d late filing ↗ |
| Progressive Corp Ohio | Sell | $15K – $50K | Self | Jun 9, 2025 | 40d late filing ↗ |
| Otis Worldwide Corporation | Sell | $15K – $50K | Self | Jun 9, 2025 | 40d late filing ↗ |
| Oracle Corp. | Sell | $100K – $250K | Self | Jun 9, 2025 | 40d late filing ↗ |
| Nike Inc. | Sell | $15K – $50K | Self | Jun 9, 2025 | 40d late filing ↗ |
| Microsoft Corp | Sell | $100K – $250K | Self | Jun 9, 2025 | 40d late filing ↗ |
| Mastercard Incorporated | Sell | $100K – $250K | Self | Jun 9, 2025 | 40d late filing ↗ |
| LPL Financial Holdings Inc | Sell | $15K – $50K | Self | Jun 9, 2025 | 40d late filing ↗ |
| Linde PLC | Sell | $100K – $250K | Self | Jun 9, 2025 | 40d late filing ↗ |
| KLA Corporation | Sell | $100K – $250K | Self | Jun 9, 2025 | 40d late filing ↗ |
| Icon PLC | Sell | $15K – $50K | Self | Jun 9, 2025 | 40d late filing ↗ |
| Heico Corp | Sell | $15K – $50K | Self | Jun 9, 2025 | 40d late filing ↗ |
| GXO Logistics Incorporated | Sell | $15K – $50K | Self | Jun 9, 2025 | 40d late filing ↗ |
| Guidewire Software Inc | Sell | $50K – $100K | Self | Jun 9, 2025 | 40d late filing ↗ |
| Globant SA | Sell | $15K – $50K | Self | Jun 9, 2025 | 40d late filing ↗ |
| GFL Environmental | Sell | $15K – $50K | Self | Jun 9, 2025 | 40d late filing ↗ |
| Entegris Inc | Sell | $15K – $50K | Self | Jun 9, 2025 | 40d late filing ↗ |
| Darling Ingredients Inc. | Sell | $15K – $50K | Self | Jun 9, 2025 | 40d late filing ↗ |
| Costco Whotesale Corp | Sell | $50K – $100K | Self | Jun 9, 2025 | 40d late filing ↗ |
| CBRE Group | Sell | $15K – $50K | Self | Jun 9, 2025 | 40d late filing ↗ |
| Cadence Design Systems Inc. | Sell | $15K – $50K | Self | Jun 9, 2025 | 40d late filing ↗ |
| Bruker Corp | Sell | $15K – $50K | Self | Jun 9, 2025 | 40d late filing ↗ |
| Brown & Brown Inc. | Sell | $15K – $50K | Self | Jun 9, 2025 | 40d late filing ↗ |
| Bright Horizons Family Solutions | Sell | $15K – $50K | Self | Jun 9, 2025 | 40d late filing ↗ |
| Booking Holdings Inc. | Sell | $50K – $100K | Self | Jun 9, 2025 | 40d late filing ↗ |
| Berkshire Hathaway Inc. | Sell | $100K – $250K | Self | Jun 9, 2025 | 40d late filing ↗ |
| Automatic Data Processing Inc. | Sell | $15K – $50K | Self | Jun 9, 2025 | 40d late filing ↗ |
| Arthur J. Gallagher & Co. | Sell | $50K – $100K | Self | Jun 9, 2025 | 40d late filing ↗ |
| Arista Networks Inc. | Sell | $15K – $50K | Self | Jun 9, 2025 | 40d late filing ↗ |
| AptarGroup Inc. | Sell | $15K – $50K | Self | Jun 9, 2025 | 40d late filing ↗ |
| Applied Materials Inc. | Sell | $15K – $50K | Self | Jun 9, 2025 | 40d late filing ↗ |
| Amazon.com Inc. | Sell | $50K – $100K | Self | Jun 9, 2025 | 40d late filing ↗ |
| Alphabet Inc. | Sell | $100K – $250K | Self | Jun 9, 2025 | 40d late filing ↗ |
| Alcon Inc. | Sell | $50K – $100K | Self | Jun 9, 2025 | 40d late filing ↗ |
| Advanced Drainage System Inc. | Sell | $15K – $50K | Self | Jun 9, 2025 | 40d late filing ↗ |
| Adobe Inc | Sell | $50K – $100K | Self | Jun 9, 2025 | 40d late filing ↗ |
| Abbott Laboratories | Sell | $15K – $50K | Self | Jun 9, 2025 | 40d late filing ↗ |
| FNMA (Fannie Mae) | Sell | $15K – $50K | Self | Jun 5, 2025 | 44d late filing ↗ |
| IYT iShares Transportation Average ETF | Sell | $100K – $250K | Self | Jun 5, 2025 | 44d late filing ↗ |
| XLF Financial Select Sector SPDR Fund | Sell | $250K – $500K | Self | Jun 5, 2025 | 44d late filing ↗ |
| FNMA (Fannie Mae) | Sell | $1K – $15K | Self | May 16, 2025 | 64d late filing ↗ |
| TLT iShares 20+ Year Treasury Bond ETF | Buy | $15K – $50K | Self | May 16, 2025 | 64d late filing ↗ |
| XLF Financial Select Sector SPDR Fund | Sell | $15K – $50K | Self | May 16, 2025 | 64d late filing ↗ |
| S&P 500 Future, closed | Sell | $250K – $500K | Self | May 2, 2025 | 78d late filing ↗ |
| SHYD VanEck Vectors Short High-Yield Municipal Index ETF | Buy | $100K – $250K | Self | Apr 15, 2025 | 95d late filing ↗ |
| S&P 500 future, opened | Buy | $250K – $500K | Self | Mar 5, 2025 | 136d late filing ↗ |
| S&P 500 futures option, opened | Sell | $250K – $500K | Self | Mar 5, 2025 | 136d late filing ↗ |
Asset holdings
Annual Term · filed —| Account or section | Positions | Est. value |
|---|---|---|
| Other assets | 193 | $17.3M |
| Spouse's assets | 4 | $1.2M |
| Employment assets | 6 | $140K |
Other assets
193 positions, as filed · back to all 203| Asset | Value | Income |
|---|---|---|
| Fidelity Government Money Market Fund SPAXX | $250K – $500K | $15K – $50K |
| fannie mae stock FNMA | Under $1K | Capital Gains · $15K – $50K |
| Financial Select Sector SPDR Fund XLF | Under $1K | $5K – $15K |
| U.S. bank No. 1 (cash) | $1K – $15K | — |
| Gold eagle coins (US mint) | $1K – $15K | — |
| U.S. bank No. 2 (cash) | Under $1K | — |
| U.S. brokerage account No. 1 (cash) | $50K – $100K | — |
| Residential Real Estate - New York, NY | $1M – $5M | Rent or Royalties · $100K – $1M |
| iShares 20+ Year Treasury Bond ETF TLT | $100K – $250K | $2.5K – $5K |
| VanEck Vectors Short High-Yield Municipal Index ETF SHYD | $250K – $500K | $15K – $50K |
| U.S. brokerage account No. 2 (cash) | Over $1M | — |
| BBH Limited Duration Fund CL I | Over $1M | $100K – $1M |
| Arlington Tex Indpt SCH Dist Unltd Tax BLDG Ref BDS 2025 N/C 5% 02/15/2028 | $1K – $15K | — |
| Arlington Tex Indpt SCH Dist Unltd Tax BLDG Ref BDS 2025 N/C 5% 02/15/2029 | $50K – $100K | — |
| Arlington Tex Indpt SCH Dist Unltd Tax BLDG Ref BDS 2025 N/C 5% 02/15/2030 | $15K – $50K | — |
| Arlington Tex Indpt SCH Dist Unltd Tax BLDG Ref BDS 2025 N/C 5% 02/15/2035 | $50K – $100K | — |
| Austin TX CTFS Of Oblig 2023 N/C 5% 09/01/2030 | $15K – $50K | Interest · $1K – $2.5K |
| Austin TX Pub Impt Ref BDS 2024 N/C 5% 09/01/2033 | $1K – $15K | — |
| Austin TX Ref N/C 5% 09/01/2032 | $15K – $50K | Interest · $1K – $2.5K |
| Baltimore CNTY MD CTFS Partn Cops 2022 N/C 5% 03/01/2030 | $15K – $50K | Interest · $1K – $2.5K |
| California St Ref-bid Group B N/C 5% 08/01/2026 | $15K – $50K | Interest · $2.5K – $5K |
| Cleveland CNTY Okla Indpt SCH DI GO Combined Purp BDS 2024 N/C 4% 03/01/2028 | $1K – $15K | Interest · $201 – $1K |
| Connecticut St SPL Tax Oblig Rev Transportation Infrastructure Purpose-ser A N/C 5% 01/01/2026 | Under $1K | Interest · $1K – $2.5K |
| Cypress-fairbanks Tex Indpt SCH Unltd Tax Ref BDS 2025 N/C 5% 02/15/2033 | $50K – $100K | — |
| Cypress-fairbanks Tex Indpt SCH Unltd Tax Ref BDS 2025 N/C 5% 02/15/2034 | $50K – $100K | — |
| Dallas TX Indep SCH Dist Unltd Tax BLDG Ref BDS 2025B 5% 02/15/2035-2034 Callable 02/15/2034 @ 100 | $50K – $100K | — |
| Dallas TX Indep SCH Dist Unltd Tax BLDG Ref BDS 2025B N/C 5% 02/15/2028 | $1K – $15K | — |
| Dallas TX Indep SCH Dist Unltd Tax BLDG Ref BDS 2025B N/C 5% 02/15/2030 | $1K – $15K | — |
| Dallas TX Indep SCH Dist Unltd Tax Ref BDS 2025C N/C 5% 02/15/2027 | $1K – $15K | — |
| Dallas TX Indep SCH Dist Unltd Tax Ref BDS 2025C N/C 5% 02/15/2029 | $1K – $15K | — |
| Denton CNTY Tex Perm Impt BDS 2024 5% 07/15/2034-2033 Callable 07/15/2033 @ 100 | $15K – $50K | Interest · $1K – $2.5K |
| Denton CNTY Tex Perm Impt BDS 2024 N/C 5% 07/15/2026 | $15K – $50K | Interest · $1K – $2.5K |
| District Columbia GO Ref BDS 2021 E N/C 5% 02/01/2029 | $15K – $50K | Interest · $1K – $2.5K |
| Florida St BRD Of Edu Public Edu Cap Outlay Ref BDS 2025A N/C 5% 06/01/2032 | $1K – $15K | — |
| Florida St BRD Of Edu Public Edu Cap Outlay Ref BDS 2025A N/C 5% 06/01/2034 | $1K – $15K | Interest · $201 – $1K |
| Florida St BRD Of Edu Public Edu Cap Outlay Ref BDS 2025A N/C 5% 06/01/2035 | $50K – $100K | Interest · $1K – $2.5K |
| Florida St BRD Of Edu Public Edu Full Faith And Credit Cap Outlay Ref BDS 2022A N/C 5% 06/01/2029 | $15K – $50K | Interest · $1K – $2.5K |
| Florida St Turnpike Auth Dept Transn Ref BDS 2022 A N/C 5% 07/01/2028 | $15K – $50K | Interest · $1K – $2.5K |
| Grand Parkway Transn Corp Tex SY Toll Revenue Variable-ref - Subordinate 5% 10/01/2052-2028 Callable 01/01/2028 @ 100 | $15K – $50K | Interest · $1K – $2.5K |
| Harris CNTY TX Cultural Edu Facs Hosp BDS 2021 B 5% 10/01/2051 | $15K – $50K | Interest · $1K – $2.5K |
| Highland Park, TX Indpt SCH Dist Unltd Tax BLDG BDS 2025 N/C 5% 02/15/2031 | $1K – $15K | Interest · $201 – $1K |
| Highland Park, TX Indpt SCH Dist Unltd Tax BLDG BDS 2025 N/C 5% 02/15/2032 | $1K – $15K | Interest · $201 – $1K |
| Houston TX Utility SYS Rev Combined First Lien Ref BDS 2024 A 5% 11/15/2034-2034 Callable 05/15/2034 @ 100 | $15K – $50K | Interest · $1K – $2.5K |
| Houston TX Utility SYS Rev Combined First Lien Ref BDS 2024 A N/C 5% 11/15/2026 | $1K – $15K | Interest · $201 – $1K |
| Houston TX Utility SYS Rev Combined First Lien Ref BDS 2024 A N/C 5% 11/15/2031 | $1K – $15K | Interest · $201 – $1K |
| Houston TX Utility SYS Rev Combined First Lien Ref BDS 2024 A N/C 5% 11/15/2032 | $1K – $15K | Interest · $201 – $1K |
| Houston TX Utility SYS Rev Combined First Lien Ref BDS 2024 A N/C 5% 11/15/2033 | $15K – $50K | Interest · $1K – $2.5K |
| Jacksonville Fla SPL Rev REF- Special Rev-ser A-R N/C 5% 10/01/2033 | $15K – $50K | Interest · $1K – $2.5K |
| Katy Texas Independent School District Refunding BDS 2024 N/C 5% 02/15/2031 | $50K – $100K | Interest · $2.5K – $5K |
| Katy Texas Independent School District Refunding BDS 2024 N/C 5% 02/15/2032 | $50K – $100K | Interest · $2.5K – $5K |
| King CNTY WA SWR Rev Ref BDS 2024A N/C 5% 01/01/2034 | $15K – $50K | Interest · $1K – $2.5K |
| Los Angeles Calif Uni SCH Dist GO Dedicated Unltd AD Valorem PPTY Tax Ref BDS 2024A N/C 5% | $1K – $15K | Interest · $201 – $1K |
| Maryland St St & Local Facs LOAN- 2ND Ser R-BID Group 1 N/C 5% 08/01/2027 | $15K – $50K | Interest · $2.5K – $5K |
| Met Govt Nashville & Davidson GO Impt BDS 2021C N/C 5% 01/01/2030 | $1K – $15K | Interest · $201 – $1K |
| Metropolitan Council MN GO Grant Antic NTS 2021 C N/C 5% 12/01/2029 | $15K – $50K | Interest · $201 – $1K |
| Missouri St HLTH & Eductnl Facs BDS 2021 B 4% 05/01/2051 | Under $1K | Interest · $201 – $1K |
| N.Y City NY Transitional Fin Future Tax Secd Sub BDS Fiscal 2021B Sub B- 1 N/C 5% 08/01/2029 | $15K – $50K | Interest · $1K – $2.5K |
| N.Y City NY Transitional Fin Future Tax Secd Sub BDS Fiscal 2022F Sub F-1 N/C 5% 02/01/2026 | Under $1K | Interest · $1K – $2.5K |
| New York City NY Muni WTR Second Gen Resolution BDS Fiscal 2021 DD N/C 5% 06/15/2029 | $15K – $50K | Interest · $1K – $2.5K |
| New York City NY Muni WTR Second Gen Resolution BDS Fiscal 2023 DD N/C 5% 06/15/2033 | $15K – $50K | Interest · $201 – $1K |
| New York City NY Muni WTR Second Gen Resolution BDS FISCAL2024CC Sub CC2 5% | $15K – $50K | Interest · $201 – $1K |
| New York City NY Trans Fin Auth BLDG Aid Rev Ref-ser S-3- Subseries S-3A N/C 5% 07/15/2027 | $15K – $50K | Interest · $2.5K – $5K |
| New York City NY Trans Fin Auth BLDG Aid Rev Ref-ser S-3- Subseries S-3A N/C 5% 07/15/2028 | $15K – $50K | Interest · $2.5K – $5K |
| New York N Y City Transitional F Future Tax Secd Sub BDS Fiscal 2024 B N/C 5% 05/01/2031 | $1K – $15K | Interest · $201 – $1K |
| New York N Y City Transitional F Future Tax Secd Subordinate BDS Fiscal 2025 E N/C 5% 11/01/2028 | $1K – $15K | Interest · $201 – $1K |
| New York N Y City Transitional F Future Tax Secd Subordinate BDS Fiscal 2025ASUB A1 5% 11/01/2032 | $1K – $15K | Interest · $201 – $1K |
| New York N Y City Transitional F Future Tax Secd Subordinate BDS Fiscal 2025ASUB A1 5% 11/01/2033 | $1K – $15K | Interest · $201 – $1K |
| New York N Y City Transitional F Future Tax Secd Subordinate BDS Fiscal 2025F Sub F-1 5% | $1K – $15K | Interest · $1K – $2.5K |
| New York N Y City Transitional F Future Tax Secd Subordinate BDS Fiscal 2025F Sub F-1 5% Callable 05/01/2035 @ 100 | $15K – $50K | Interest · $201 – $1K |
| New York N Y GO BDS Fiscal 2024 E 5% 08/01/2034 | $15K – $50K | Interest · $1K – $2.5K |
| New York N Y REF-SER-1-REMK 6/13/23 N/C 5% 08/01/2032 | $15K – $50K | Interest · $1K – $2.5K |
| New York N Y Ref-sub-ser F-1 N/C 5% 08/01/2033 | $15K – $50K | Interest · $1K – $2.5K |
| New York St Dorm Auth BDS 2018 E Group 1 N/C 5% 03/15/2028 | $15K – $50K | Interest · $1K – $2.5K |
| New York St Dorm Auth BDS 2024 B 5% 03/15/2027 | $1K – $15K | Interest · $201 – $1K |
| New York St Dorm Auth St Gen Purp BDS 2022 A N/C 5% 03/15/2032 | $15K – $50K | Interest · $1K – $2.5K |
| New York St Envrnmntl Facs Corp Revolving FDS Sub SRF BDS 2022A N/C 5% 06/15/2026 | $1K – $15K | Interest · $201 – $1K |
| New York St HSG Fin Agy Rev 320 West 38TH STR BDS 2014 A 3.57% 05/01/2042-2030 Callable 11/01/2030 @ 100 | $15K – $50K | Interest · $201 – $1K |
| Plano TX Indpt Unltd Tax BLDG BDS 2025 N/C 5% 02/15/2032 | $1K – $15K | Interest · $201 – $1K |
| Plano TX Indpt Unltd Tax BLDG BDS 2025 N/C 5% 02/15/2033 | $1K – $15K | Interest · $201 – $1K |
| Snohomish CNTY WA SD #15 Edmon Unltd Tax GO Ref BDS 2024 N/C 5% 12/01/2031 | $50K – $100K | Interest · $1K – $2.5K |
| South Carolina St HSG Fin Dev AU BDS 2022 B 5% 01/01/2052-2031 Callable 07/01/2031 @ 101.31 | $1K – $15K | Interest · $201 – $1K |
| South Carolina St HSG Fin Dev AU Mtge Revenue Ref -SER A 5.75% 01/01/2054-2032 Callable 07/01/2032 @ 102.67 | $1K – $15K | Interest · $201 – $1K |
| South Dakota HSG Dev Auth Ref-ser D 6% 11/01/2054-2032 Callable 05/01/2032 @ 100 | $1K – $15K | Interest · $201 – $1K |
| Texarkana Tex Indpt SCH Dist Adjustable Rate Unltd Tax BLDG BDS 2024 4% 02/15/2053 | $1K – $15K | Interest · $201 – $1K |
| Texas A M Univ Rev SYS Fing BDS 2024A N/C 5% 05/15/2030 | $15K – $50K | Interest · $1K – $2.5K |
| Texas Mun Gas Acquisition Supply BDS 2024 5% 01/01/2055-2033 Callable 07/01/2033 @ 100 | $15K – $50K | Interest · $1K – $2.5K |
| Texas St Dept HSG & CMNTY BDS 2022 A 3.5% 07/01/2052-2031 Callable 01/01/2031 @ 101.56 | $1K – $15K | Interest |
| Texas St Dept HSG & CMNTY BDS 2024 A 5.75% 07/01/2054-2033 Callable 01/01/2033 @ 102.79 | $15K – $50K | Interest · $2.5K – $5K |
| Texas St Dept Of HSG & CMNTY Affairs Ser A 5.75% 03/01/2054-2032 Callable 09/01/2032 @ 103.08 | $1K – $15K | Interest · $201 – $1K |
| Texas St Muni Gas Acq & SPLY SR Lien-ser D 6.25% 12/15/2026 | $1K – $15K | Interest · $201 – $1K |
| Texas St Transn Commn GO Mobility FD Ref BDS 2024 N/C 5% 10/01/2033 | $1K – $15K | Interest · $201 – $1K |
| Texas WTR Dev BRD Rev WTR Implementation Revenue Fund Ser A N/C 5% 10/15/2033 | $1K – $15K | Interest · $201 – $1K |
| Texas WTR Dev BRD St Revolving FD Rev BDS 2021 N/C 5% 08/01/2027 | $15K – $50K | Interest · $1K – $2.5K |
| Triborough BRDG Tunl Auth N Y PA BD Antic NTS 2024B N/C 5% 03/15/2027 | $1K – $15K | Interest · $201 – $1K |
| Triborough BRDG Tunl Auth N Y PA Mobility Tax Green Bonds-senior - Ref-ser C N/C 5% 11/15/2033 | $1K – $15K | Interest · $201 – $1K |
| Triborough BRDG Tunl Auth N Y PA SR Lien Ref BDS 2022B N/C 5% 05/15/2030 | $15K – $50K | Interest · $1K – $2.5K |
| Triborough BRDG Tunl Auth N Y PA SR Lien Ref BDS 2022B N/C 5% 05/15/2031 | $15K – $50K | Interest · $1K – $2.5K |
| Univ Of Texas TX Univ Revenues Fing SYS BDS 2020 C 5% 08/15/2031 | $15K – $50K | Interest · $1K – $2.5K |
| Univ Of Texas TX Univ Revenues Fing SYS BDS 2024A N/C 5% 08/15/2027 | $1K – $15K | Interest · $201 – $1K |
| University Tex Perm Univ FD Ref-ser- A N/C 5% 07/01/2033 | $1K – $15K | Interest · $201 – $1K |
| University TX Perm Univ FD SYS BDS 2022A N/C 5% 07/01/2032 | $15K – $50K | Interest · $1K – $2.5K |
| University WA Univ Revs Gen Ref BDS 2025 A N/C 5% 04/01/2027 | $50K – $100K | Interest · $2.5K – $5K |
| University WA Univ Revs Gen Ref BDS 2025 A N/C 5% 04/01/2028 | $50K – $100K | Interest · $2.5K – $5K |
| Virginia St CLG BLDG Auth BDS 2021 A N/C 5% 02/01/2027 | $15K – $50K | Interest · $1K – $2.5K |
| Washington St Var Purp GO Ref BDS R-2022C N/C 4% 07/01/2028 | $15K – $50K | Interest · $201 – $1K |
| Washington St Var Purp GO Ref BDS R-2022C N/C 4% 07/01/2031 | $15K – $50K | Interest · $1K – $2.5K |
| Washington St Var Purp GO Ref BDS R-2022C N/C 4% 07/01/2032 | $15K – $50K | Interest · $1K – $2.5K |
| Akre Focus Fund-supra Inst - Akrsx | $250K – $500K | $15K – $50K |
| BBH Wealth Strategies, LLC - ALTAROCK PARTNERS SERIES | Over $1M | $100K – $1M |
| Ishares S&P 500 Index Fund - Ivv | Over $1M | $15K – $50K |
| BBH Wealth Strategies, LLC - Valley Forge Large Cap Equity Series | Over $1M | $50K – $100K |
| BBH Wealth Strategies, LLC - CLARKSTON CAPITAL PARTNERS SMALL/MID CAP SERIES | Under $1K | $15K – $50K |
| BBH Partner Fund - International Equity - BBHLX | $250K – $500K | $5K – $15K |
| BBH Wealth Strategies, LLC - SELECT EQUITY SERIES | Under $1K | $50K – $100K |
| BBH Wealth Strategies, LLC - TRINITY STREET INTERNATIONAL PARTNERS SERIES | $500K – $1M | $15K – $50K |
| BBH Wealth Strategies, LLC - GQG PARTNERS EMERGING MARKETS EQUITY SERIES | $250K – $500K | $15K – $50K |
| BBH Wealth Strategies, LLC - BOWIE GLOBAL EQUITY SERIES | $500K – $1M | $1K – $2.5K |
| BBH Wealth Strategies, LLC - AH SERIES 1 | $100K – $250K | $2.5K – $5K |
| BBH Cap Partners QP Iv, LP | $50K – $100K | $15K – $50K |
| BBH Wealth Strategies, LLC - BBH CAPITAL PARTNERS V SERIES | $50K – $100K | $15K – $50K |
| BBH Capital Partners Vi, L.P. | $250K – $500K | $201 – $1K |
| BBH Wealth Strategies, LLC - SILVER POINT DISTRESSED OPPORTUNITY II SERIES | $15K – $50K | $5K – $15K |
| BBH Wealth Strategies, LLC - CAT ROCK CAPITAL PARTNERS SERIES | $1K – $15K | — |
| BBH Wealth Strategies, LLC - MAKAIRA PARTNERS SERIES | Under $1K | $15K – $50K |
| BBH Wealth Strategies, LLC - Arohi Emerging Asia Series | Under $1K | $15K – $50K |
| Charlotte Center Investments LLC | — | — |
| Commercial Real Estate - Charlotte, NC | $50K – $100K | Rent or Royalties · $15K – $50K |
| Fidelity Government Money Market, SPAXX | $1K – $15K | $201 – $1K |
| Blue Oyster LLC | — | — |
| Commercial Real Estate - Newport News, VA | $15K – $50K | Rent or Royalties · $15K – $50K |
| Fidelity Government Cash Reserve, FDRXX | $1K – $15K | — |
| Fidelity Government Money Market, SPAXX | $1K – $15K | $201 – $1K |
| 3 Shady Path LLC | — | — |
| Residential Real Estate - Bridgehampton, NY | Over $1M | Rent or Royalties · $15K – $50K |
| BBH U.S. Government Money Market Fund | $500K – $1M | $15K – $50K |
| Family Irrevocable Trust #1 | — | — |
| BBH U.S. Government Money Market Fund Institutional | $1K – $15K | — |
| Akre Focus Fund-supra Inst - Akrsx | $50K – $100K | — |
| BBH Sel Ser-lrg CAP-I - Bblix | $15K – $50K | — |
| BBH Select Series - Mid Cap Fund Class I - Bbmix | $1K – $15K | — |
| Clarkston Series Trust Clarkston Partners Fund Founders CL - CFSMX | $1K – $15K | — |
| BBH Partner Fund - International Equity - BBHLX | $1K – $15K | — |
| GQG Part Emerg MKTS Eq-inst - Gqgix | $1K – $15K | — |
| GQG Part QLTY Eqty-inst - Gqrix | $1K – $15K | — |
| Akre Focus ETF -AKRE | $15K – $50K | — |
| Ishares Russell 2000 Fund - Iwm | $15K – $50K | — |
| Ishares S&P 500 Index Fund - Ivv | $15K – $50K | — |
| Ishares Core Msci Eafe ETF | $1K – $15K | — |
| Family Irrevocable Trust #2 | — | — |
| BBH U.S. Government Money Market Fund Institutional - BBSXX | $1K – $15K | — |
| Akre Focus Fund-supra Inst - Akrsx | $1K – $15K | — |
| BBH Sel Ser-lrg CAP-I - Bblix | $1K – $15K | — |
| BBH Select Series - Mid Cap Fund Class I - Bbmix | $1K – $15K | — |
| Clarkston Founders Fund Founders Class - CFMDX | $1K – $15K | — |
| BBH Partner Fund - International Equity - BBHLX | $1K – $15K | — |
| GQG Part Emerg MKTS Eq-inst - Gqgix | $1K – $15K | — |
| GQG Part QLTY Eqty-inst - Gqrix | $1K – $15K | — |
| Ishares S&P 500 Index Fund - Ivv | $15K – $50K | — |
| Wisconsin St Transn Rev Ref-ser 2 N/C 5% 07/01/2025 Payable 01/01/2024 Effective 01/01/2024 | Under $1K | Interest · $1K – $2.5K |
| Los Angeles Calif Uni SCH Dist REF- Ser B N/C 5% 07/01/2025 Payable 01/01/2024 Effective | Under $1K | Interest · $1K – $2.5K |
| New York St Dorm Auth St Gen Purp BDS 2019A N/C 5% 03/15/2025 Payable 03/15/2024 | Under $1K | Interest · $2.5K – $5K |
| Family Irrevocable Trust #3 | — | — |
| BBH U.S. Government Money Market Fund Institutional - BBSXX | $15K – $50K | — |
| Ishares S&P 500 Index Fund - Ivv | $15K – $50K | — |
| Kla Corporation | Under $1K | Dividends Capital Gains · $50K – $100K |
| S&P Global Inc Com STK | Under $1K | Dividends Capital Gains · $15K – $50K |
| Booking Holdings Inc Com STK | Under $1K | Dividends Capital Gains · $50K – $100K |
| Automatic Data Processing Inc | Under $1K | Dividends Capital Gains · $5K – $15K |
| Progressive Corp Ohio | Under $1K | Dividends Capital Gains · $50K – $100K |
| Mastercard Incorporated | Under $1K | Dividends Capital Gains · $50K – $100K |
| Texas Instruments Inc | Under $1K | Dividends Capital Gains · $5K – $15K |
| Abbott Laboratories | Under $1K | Dividends Capital Gains · $5K – $15K |
| Linde PLC | Under $1K | Dividends Capital Gains · $50K – $100K |
| Waste Management Inc | Under $1K | Dividends Capital Gains · $50K – $100K |
| Zoetis Inc Com STK | Under $1K | Dividends Capital Gains · $50K – $100K |
| Costco Wholesale Corp | Under $1K | Dividends Capital Gains · $50K – $100K |
| Oracle Corp | Under $1K | Dividends Capital Gains · $50K – $100K |
| Alphabet Inc CL C | Under $1K | Dividends Capital Gains · $100K – $1M |
| Alcon Inc Com STK | Under $1K | Dividends Capital Gains · $15K – $50K |
| Adobe Inc | Under $1K | Capital Gains · $2.5K – $5K |
| AMAZON.COM Inc | Under $1K | Capital Gains · $15K – $50K |
| Arthur J Gallagher & Co | Under $1K | Dividends Capital Gains · $50K – $100K |
| Berkshire Hathaway Inc-cl B | Under $1K | Dividends Capital Gains · $100K – $1M |
| Bright Horizons Family Solut Com | Under $1K | Dividends Capital Gains · $201 – $1K |
| Cadence Design SYS Inc | Under $1K | Capital Gains · $2.5K – $5K |
| Eli Lilly & Co | Under $1K | Dividends Capital Gains · $201 – $1K |
| GFL Environmental Com STK | Under $1K | Dividends Capital Gains · $1K – $2.5K |
| Guidewire Software Inc Com STK | Under $1K | Capital Gains · $5K – $15K |
| Heico Corp CL A | Under $1K | Dividends Capital Gains · $5K – $15K |
| Keysight Technologies Inc Com | Under $1K | Capital Gains · $1K – $2.5K |
| Microsoft Corp | Under $1K | Dividends Capital Gains · $50K – $100K |
| S&P 500 Options (Closed position) | Under $1K | Capital Gains · $1K – $2.5K |
| BBH Wealth Strategies, LLC - BBH Capital Partners VII, L.P. | $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.