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Congress
Julie Johnson
Congressional disclosures describe the filer and reportable household transactions, with amounts in ranges.
Source last checked 2026-10-12 01:31 UTC. Reporting dates appear with the records.
Stock growth & value
Stocks linked to collected disclosures. Prices refresh in the background; the chart shows its actual price dates.
Latest stored close
$170.54
A · 2026-10-09 · USD
Stock price change
+$32.50
+23.54% over the displayed dates
Chart dates
2025-10-14 – 2026-10-09
Completed daily price dates
Stock price · move across the chart or use arrow keys
Oct 14, 2025Oct 9, 2026
Starting investment
$10K
2025-10-14 · hypothetical
Investment value
$12.4K
As of 2026-10-09
Estimated gain / loss
+$2,354.39
+23.54%
Illustration assumes buying this stock at the first displayed close and holding through the last. It does not represent this person's investment or earnings. Uses stored split-adjusted closing prices, without dividends, fees or taxes. Only mapped USD share positions qualify for firm estimates; options, debt and unmapped holdings are excluded. This chart covers the selected stock.
Annual holdings, 2025
Disclosed value ranges from the annual report. These are not current market values.
| Asset | Disclosed range |
|---|---|
| Rental Beach House 2 [RP] | $5M – $25M |
| Rental Beach House 1 [RP] | $1M – $5M |
| Merrill Lynch Rollover IRA ⇒ iShares Core S&P U.S. Value ETF (IUSV) [EF] | $1M – $5M |
| Chase Bank Accounts [BA] | $500K – $1M |
| Merrill Lynch IRA ⇒ iShares Core S&P U.S. Value ETF (IUSV) [EF] | $500K – $1M |
| Merrill Lynch Rollover IRA ⇒ iShares Core S&P U.S. Growth ETF (IUSG) [EF] | $500K – $1M |
| Merrill Lynch Rollover IRA ⇒ Vanguard Mortgage-Backed Securities ETF (VMBS) [EF] | $500K – $1M |
| Merrill Lynch Rollover IRA ⇒ Vanguard Total International Bond ETF (BNDX) [EF] | $500K – $1M |
| Merrill Lynch Rollover IRA ⇒ iShares U.S. Treasury Bond ETF (GOVT) [EF] | $500K – $1M |
| Merrill Lynch Long Term Growth ⇒ iShares Core S&P Total U.S. Stock Market ETF (ITOT) [EF] | $500K – $1M |
| Merrill Lynch Long Term Growth ⇒ iShares National Muni Bond ETF (MUB) [EF] | $500K – $1M |
| Merrill Lynch Rollover IRA ⇒ iShares Broad USD Investment Grade Corporate Bond ETF (USIG) [EF] | $500K – $1M |
| Law Office of Julie Johnson PLLC, 100% Interest [OL] | $250K – $500K |
| Merrill Lynch Long Term Growth ⇒ State Street SPDR MSCI ACWI ex-US ETF (CWI) [EF] | $250K – $500K |
| Merrill Lynch Rollover IRA ⇒ Vanguard Russell 2000 ETF (VTWO) [EF] | $250K – $500K |
| Merrill Lynch IRA ⇒ Vanguard FTSE Developed Markets ETF (VEA) [EF] | $250K – $500K |
| Merrill Lynch Rollover IRA ⇒ Vanguard FTSE Emerging Markets ETF (VWO) [EF] | $250K – $500K |
| Frost Bank Accounts [BA] | $100K – $250K |
| Merrill Lynch IRA ⇒ Vanguard Russell 2000 ETF (VTWO) [EF] | $100K – $250K |
| Merrill Lynch Long Term Growth ⇒ Vanguard Total International Bond ETF (BNDX) [EF] | $100K – $250K |
| Merrill Lynch Nonmanaged Account ⇒ Nonmanaged Cash Account [BA] | $100K – $250K |
| Merrill Lynch Tax Efficient Core ⇒ Alphabet Inc. - Class C Capital Stock (GOOG) [ST] | $100K – $250K |
| Merrill Lynch Tax Efficient Core ⇒ Apple Inc. (AAPL) [ST] | $100K – $250K |
| Merrill Lynch Tax Efficient Core ⇒ Microsoft Corporation (MSFT) [ST] | $100K – $250K |
| Merrill Lynch Tax Efficient Core ⇒ NVIDIA Corporation (NVDA) [ST] | $100K – $250K |
| Merrill Lynch Long Term Growth ⇒ VanEck ETF Trust VanEck High Yield Muni ETF (HYD) [EF] | $100K – $250K |
| Merrill Lynch Rollover IRA ⇒ State Street SPDR Portfolio High Yield Bond ETF (SPHY) [EF] | $100K – $250K |
| Merrill Lynch Long Term Growth ⇒ iShares Broad USD Investment Grade Corporate Bond ETF (USIG) [EF] | $100K – $250K |
| Merrill Lynch Long Term Growth ⇒ Vanguard Div Appreciation ETF (VIG) [EF] | $100K – $250K |
| Merrill Lynch IRA ⇒ Vanguard FTSE Emerging Markets ETF (VWO) [EF] | $100K – $250K |
| Merrill Lynch Long Term Growth ⇒ iShares Core S&P U.S. Growth ETF (IUSG) [EF] | $50K – $100K |
| Merrill Lynch Long Term Growth ⇒ iShares Core S&P U.S. Value ETF (IUSV) [EF] | $50K – $100K |
| Merrill Lynch Rollover IRA ⇒ Bank of America Bank Account [BA] | $50K – $100K |
| Merrill Lynch Rollover IRA ⇒ SPDR Portfolio Long Term Treasury ETF (SPTL) [EF] | $50K – $100K |
| Merrill Lynch Tax Efficient Core ⇒ Amazon.com, Inc. (AMZN) [ST] | $50K – $100K |
| Merrill Lynch Tax Efficient Core ⇒ Broadcom Inc. (AVGO) [ST] | $50K – $100K |
| Merrill Lynch Tax Efficient Core ⇒ Eli Lilly and Company (LLY) [ST] | $50K – $100K |
| Merrill Lynch Tax Efficient Core ⇒ Meta Platforms, Inc. - Class A (META) [ST] | $50K – $100K |
| Merrill Lynch IRA ⇒ iShares Broad USD Investment Grade Corporate Bond ETF (USIG) [EF] | $50K – $100K |
| Merrill Lynch IRA ⇒ IRA Cash Account [BA] | $15K – $50K |
| Merrill Lynch Long Term Growth ⇒ Bank of America Money Accounts [BA] | $15K – $50K |
| Merrill Lynch Rollover IRA ⇒ BlackRock Liquidity Funds FedFund - Premier (BUPXX) [MF] | $15K – $50K |
| Merrill Lynch Tax Efficient Core ⇒ Advanced Micro Devices, Inc. (AMD) [ST] | $15K – $50K |
| Merrill Lynch Tax Efficient Core ⇒ Alphabet Inc. - Class A (GOOGL) [ST] | $15K – $50K |
| Merrill Lynch Tax Efficient Core ⇒ Berkshire Hathaway Inc. New (BRK.B) [ST] | $15K – $50K |
| Merrill Lynch Tax Efficient Core ⇒ Boston Scientific Corporation (BSX) [ST] | $15K – $50K |
| Merrill Lynch Tax Efficient Core ⇒ Capital One Financial Corporation (COF) [ST] | $15K – $50K |
| Merrill Lynch Tax Efficient Core ⇒ Chevron Corporation (CVX) [ST] | $15K – $50K |
| Merrill Lynch Tax Efficient Core ⇒ Cisco Systems, Inc. (CSCO) [ST] | $15K – $50K |
| Merrill Lynch Tax Efficient Core ⇒ Edwards Lifesciences Corporation (EW) [ST] | $15K – $50K |
| Merrill Lynch Tax Efficient Core ⇒ GE Aerospace Common Stock (GE) [ST] | $15K – $50K |
| Merrill Lynch Tax Efficient Core ⇒ JP Morgan Chase & Co. (JPM) [ST] | $15K – $50K |
| Merrill Lynch Tax Efficient Core ⇒ | $15K – $50K |
| Merrill Lynch Tax Efficient Core ⇒ McDonald's Corporation (MCD) [ST] | $15K – $50K |
| Merrill Lynch Tax Efficient Core ⇒ Netflix, Inc. (NFLX) [ST] | $15K – $50K |
| Merrill Lynch Tax Efficient Core ⇒ Oracle Corporation Common Stock (ORCL) [ST] | $15K – $50K |
| Merrill Lynch Tax Efficient Core ⇒ Palo Alto Networks, Inc. (PANW) [ST] | $15K – $50K |
| Merrill Lynch Tax Efficient Core ⇒ Royal Caribbean Cruises Ltd. (RCL) [ST] | $15K – $50K |
| Merrill Lynch Tax Efficient Core ⇒ Tax Efficient Core Cash Account [BA] | $15K – $50K |
| Merrill Lynch Tax Efficient Core ⇒ UnitedHealth Group Incorporated Common Stock (UNH) [ST] | $15K – $50K |
| Merrill Lynch Tax Efficient Core ⇒ Visa Inc. (V) [ST] | $15K – $50K |
| Merrill Lynch Tax Efficient Core ⇒ Walmart Inc. (WMT) [ST] | $15K – $50K |
| Charter Oak Production Co LLC [OL] | $1K – $15K |
| Charter Oak Production Co LLC [OL] | $1K – $15K |
| Texas GI Consultants Real Estate Holding LLC [OL] | $1K – $15K |
| Fidelity GI Alliance 401k ⇒ Vanguard Target Retirement 2025 Fund (VTTVX) [MF] | $1K – $15K |
| Fidelity Investment Account (2705) ⇒ Fidelity Investment Account (cash) [BA] | $1K – $15K |
| Merrill Lynch IRA ⇒ BlackRock Liquidity Funds FedFund - Premier (BUPXX) [MF] | $1K – $15K |
| Merrill Lynch Long Term Growth ⇒ BlackRock Liquidity Funds FedFund - Premier (BUPXX) [MF] | $1K – $15K |
| Merrill Lynch Long Term Growth ⇒ Vanguard Mortgage-Backed Securities ETF (VMBS) [EF] | $1K – $15K |
| Merrill Lynch Tax Efficient Core ⇒ Abbott Laboratories (ABT) [ST] | $1K – $15K |
| Merrill Lynch Tax Efficient Core ⇒ AbbVie Inc. (ABBV) [ST] | $1K – $15K |
| Merrill Lynch Tax Efficient Core ⇒ Accenture plc Class A Ordinary Shares (ACN) [ST] | $1K – $15K |
| Merrill Lynch Tax Efficient Core ⇒ Air Products and Chemicals, Inc. (APD) [ST] | $1K – $15K |
| Merrill Lynch Tax Efficient Core ⇒ Allstate Corporation (ALL) [ST] | $1K – $15K |
| Merrill Lynch Tax Efficient Core ⇒ American Express Company (AXP) [ST] | $1K – $15K |
| Merrill Lynch Tax Efficient Core ⇒ Ameriprise Financial, Inc. Common Stock (AMP) [ST] | $1K – $15K |
| Merrill Lynch Tax Efficient Core ⇒ AMETEK, Inc. (AME) [ST] | $1K – $15K |
| Merrill Lynch Tax Efficient Core ⇒ Amgen Inc. (AMGN) [ST] | $1K – $15K |
| Merrill Lynch Tax Efficient Core ⇒ Analog Devices, Inc. (ADI) [ST] | $1K – $15K |
| Merrill Lynch Tax Efficient Core ⇒ Aon plc Class A Ordinary Shares (AON) [ST] | $1K – $15K |
| Merrill Lynch Tax Efficient Core ⇒ Applied Materials, Inc. (AMAT) [ST] | $1K – $15K |
| Merrill Lynch Tax Efficient Core ⇒ AT&T Inc. (T) [ST] | $1K – $15K |
| Merrill Lynch Tax Efficient Core ⇒ Autodesk, Inc. (ADSK) [ST] | $1K – $15K |
| Merrill Lynch Tax Efficient Core ⇒ Automatic Data Processing, Inc. - Common Stock (ADP) [ST] | $1K – $15K |
| Merrill Lynch Tax Efficient Core ⇒ Baker Hughes Company (BKR) [ST] | $1K – $15K |
| Merrill Lynch Tax Efficient Core ⇒ Bio-Techne Corp - Common Stock (TECH) [ST] | $1K – $15K |
| Merrill Lynch Tax Efficient Core ⇒ BlackRock, Inc. (BLK) [ST] | $1K – $15K |
| Merrill Lynch Tax Efficient Core ⇒ Booking Holdings Inc. (BKNG) [ST] | $1K – $15K |
| Merrill Lynch Tax Efficient Core ⇒ Broadridge Financial Solutions, Inc. (BR) [ST] | $1K – $15K |
| Merrill Lynch Tax Efficient Core ⇒ Canadian Pacific Kansas City Limited Common Shares (CP) [ST] | $1K – $15K |
| Merrill Lynch Tax Efficient Core ⇒ Carnival Corporation (CCL) [ST] | $1K – $15K |
| Merrill Lynch Tax Efficient Core ⇒ Caterpillar, Inc. (CAT) [ST] | $1K – $15K |
| Merrill Lynch Tax Efficient Core ⇒ CBRE Group Inc Common Stock Class A (CBRE) [ST] | $1K – $15K |
| Merrill Lynch Tax Efficient Core ⇒ Charles Schwab Corporation (SCHW) [ST] | $1K – $15K |
| Merrill Lynch Tax Efficient Core ⇒ Chubb Limited (CB) [ST] | $1K – $15K |
| Merrill Lynch Tax Efficient Core ⇒ | $1K – $15K |
| Merrill Lynch Tax Efficient Core ⇒ Citigroup, Inc. (C) [ST] | $1K – $15K |
| Merrill Lynch Tax Efficient Core ⇒ CME Group Inc. - Class A (CME) [ST] | $1K – $15K |
| Merrill Lynch Tax Efficient Core ⇒ Coca-Cola Company (KO) [ST] | $1K – $15K |
| Merrill Lynch Tax Efficient Core ⇒ Comerica Incorporated (CMA) [ST] | $1K – $15K |
| Merrill Lynch Tax Efficient Core ⇒ Consolidated Edison, Inc. (ED) [ST] | $1K – $15K |
| Merrill Lynch Tax Efficient Core ⇒ Corning Incorporated Common Stock (GLW) [ST] | $1K – $15K |
| Merrill Lynch Tax Efficient Core ⇒ Corpay, Inc. Common Stock (CPAY) [ST] | $1K – $15K |
| Merrill Lynch Tax Efficient Core ⇒ Corteva, Inc. (CTVA) [ST] | $1K – $15K |
| Merrill Lynch Tax Efficient Core ⇒ Costco Wholesale Corporation (COST) [ST] | $1K – $15K |
| Merrill Lynch Tax Efficient Core ⇒ CSX Corporation (CSX) [ST] | $1K – $15K |
| Merrill Lynch Tax Efficient Core ⇒ Cummins Inc. (CMI) [ST] | $1K – $15K |
| Merrill Lynch Tax Efficient Core ⇒ Devon Energy Corporation (DVN) [ST] | $1K – $15K |
| Merrill Lynch Tax Efficient Core ⇒ Dollar General Corporation Common Stock (DG) [ST] | $1K – $15K |
| Merrill Lynch Tax Efficient Core ⇒ DTE Energy Company Common Stock (DTE) [ST] | $1K – $15K |
| Merrill Lynch Tax Efficient Core ⇒ Duke Energy Corporation (DUK) [ST] | $1K – $15K |
| Merrill Lynch Tax Efficient Core ⇒ DuPont de Nemours, Inc. (DD) [ST] | $1K – $15K |
| Merrill Lynch Tax Efficient Core ⇒ Emerson Electric Company (EMR) [ST] | $1K – $15K |
| Merrill Lynch Tax Efficient Core ⇒ Entergy Corporation (ETR) [ST] | $1K – $15K |
| Merrill Lynch Tax Efficient Core ⇒ Evergy, Inc. (EVRG) [ST] | $1K – $15K |
| Merrill Lynch Tax Efficient Core ⇒ Exxon Mobil Corporation (XOM) [ST] | $1K – $15K |
| Merrill Lynch Tax Efficient Core ⇒ | $1K – $15K |
| Merrill Lynch Tax Efficient Core ⇒ Fifth Third Bancorp (FITB) [ST] | $1K – $15K |
| Merrill Lynch Tax Efficient Core ⇒ Ford Motor Company (F) [ST] | $1K – $15K |
| Merrill Lynch Tax Efficient Core ⇒ Fortinet, Inc. - Common Stock (FTNT) [ST] | $1K – $15K |
| Merrill Lynch Tax Efficient Core ⇒ Fox Corporation - Class A Common Stock (FOXA) [ST] | $1K – $15K |
| Merrill Lynch Tax Efficient Core ⇒ Fox Corporation - Class B Common Stock (FOX) [ST] | $1K – $15K |
| Merrill Lynch Tax Efficient Core ⇒ Garmin Ltd. Common Stock (GRMN) [ST] | $1K – $15K |
| Merrill Lynch Tax Efficient Core ⇒ GE Vernova Inc. Common Stock (GEV) [ST] | $1K – $15K |
| Merrill Lynch Tax Efficient Core ⇒ General Dynamics Corporation (GD) [ST] | $1K – $15K |
| Merrill Lynch Tax Efficient Core ⇒ General Motors Company (GM) [ST] | $1K – $15K |
| Merrill Lynch Tax Efficient Core ⇒ Gilead Sciences, Inc. (GILD) [ST] | $1K – $15K |
| Merrill Lynch Tax Efficient Core ⇒ Goldman Sachs Group, Inc. (GS) [ST] | $1K – $15K |
| Merrill Lynch Tax Efficient Core ⇒ Halliburton Company (HAL) [ST] | $1K – $15K |
| Merrill Lynch Tax Efficient Core ⇒ Hewlett Packard Enterprise Company (HPE) [ST] | $1K – $15K |
| Merrill Lynch Tax Efficient Core ⇒ Hilton Worldwide Holdings Inc. (HLT) [ST] | $1K – $15K |
| Merrill Lynch Tax Efficient Core ⇒ Home Depot, Inc. (HD) [ST] | $1K – $15K |
| Merrill Lynch Tax Efficient Core ⇒ Howmet Aerospace Inc. (HWM) [ST] | $1K – $15K |
| Merrill Lynch Tax Efficient Core ⇒ Illinois Tool Works Inc. (ITW) [ST] | $1K – $15K |
| Merrill Lynch Tax Efficient Core ⇒ Intercontinental Exchange Inc. (ICE) [ST] | $1K – $15K |
| Merrill Lynch Tax Efficient Core ⇒ International Business Machines Corporation (IBM) [ST] | $1K – $15K |
| Merrill Lynch Tax Efficient Core ⇒ Intuit Inc. (INTU) [ST] | $1K – $15K |
| Merrill Lynch Tax Efficient Core ⇒ Johnson Controls International plc Ordinary Share (JCI) [ST] | $1K – $15K |
| Merrill Lynch Tax Efficient Core ⇒ Kimco Realty Corporation (KIM) [ST] | $1K – $15K |
| Merrill Lynch Tax Efficient Core ⇒ Kinder Morgan, Inc. (KMI) [ST] | $1K – $15K |
| Merrill Lynch Tax Efficient Core ⇒ Lam Research Corporation (LRCX) [ST] | $1K – $15K |
| Merrill Lynch Tax Efficient Core ⇒ Lennar Corporation Class A (LEN) [ST] | $1K – $15K |
| Merrill Lynch Tax Efficient Core ⇒ Linde plc Ordinary Shares (LIN) [ST] | $1K – $15K |
| Merrill Lynch Tax Efficient Core ⇒ Lockheed Martin Corporation (LMT) [ST] | $1K – $15K |
| Merrill Lynch Tax Efficient Core ⇒ Lowe's Companies, Inc. (LOW) [ST] | $1K – $15K |
| Merrill Lynch Tax Efficient Core ⇒ M&T Bank Corporation Common Stock (MTB) [ST] | $1K – $15K |
| Merrill Lynch Tax Efficient Core ⇒ Marsh & McLennan Companies, Inc. (MMC) [ST] | $1K – $15K |
| Merrill Lynch Tax Efficient Core ⇒ Masco Corporation (MAS) [ST] | $1K – $15K |
| Merrill Lynch Tax Efficient Core ⇒ McKesson Corporation (MCK) [ST] | $1K – $15K |
| Merrill Lynch Tax Efficient Core ⇒ Merck & Company, Inc. Common Stock (MRK) [ST] | $1K – $15K |
| Merrill Lynch Tax Efficient Core ⇒ MetLife, Inc. (MET) [ST] | $1K – $15K |
| Merrill Lynch Tax Efficient Core ⇒ Micron Technology, Inc. (MU) [ST] | $1K – $15K |
| Merrill Lynch Tax Efficient Core ⇒ Moody's Corporation Common Stock (MCO) [ST] | $1K – $15K |
| Merrill Lynch Tax Efficient Core ⇒ Nasdaq, Inc. (NDAQ) [ST] | $1K – $15K |
| Merrill Lynch Tax Efficient Core ⇒ Newmont Corporation (NEM) [ST] | $1K – $15K |
| Merrill Lynch Tax Efficient Core ⇒ Norfolk Southern Corporation Common Stock (NSC) [ST] | $1K – $15K |
| Merrill Lynch Tax Efficient Core ⇒ Northrop Grumman Corporation Common Stock (NOC) | $1K – $15K |
| Merrill Lynch Tax Efficient Core ⇒ NRG Energy, Inc. Common Stock (NRG) [ST] | $1K – $15K |
| Merrill Lynch Tax Efficient Core ⇒ Nucor Corporation Common Stock (NUE) [ST] | $1K – $15K |
| Merrill Lynch Tax Efficient Core ⇒ O'Reilly Automotive, Inc. - Common Stock (ORLY) [ST] | $1K – $15K |
| Merrill Lynch Tax Efficient Core ⇒ ONEOK, Inc. Common Stock (OKE) [ST] | $1K – $15K |
| Merrill Lynch Tax Efficient Core ⇒ PACCAR Inc. - Common Stock (PCAR) [ST] | $1K – $15K |
| Merrill Lynch Tax Efficient Core ⇒ Parker-Hannifin Corporation Common Stock (PH) [ST] | $1K – $15K |
| Merrill Lynch Tax Efficient Core ⇒ Pepsico, Inc. (PEP) [ST] | $1K – $15K |
| Merrill Lynch Tax Efficient Core ⇒ Phillips 66 Common Stock (PSX) [ST] | $1K – $15K |
| Merrill Lynch Tax Efficient Core ⇒ PNC Financial Services Group, Inc. (PNC) [ST] | $1K – $15K |
| Merrill Lynch Tax Efficient Core ⇒ Principal Financial Group Inc (PFG) [ST] | $1K – $15K |
| Merrill Lynch Tax Efficient Core ⇒ Procter & Gamble Company (PG) [ST] | $1K – $15K |
| Merrill Lynch Tax Efficient Core ⇒ Progressive Corporation (PGR) [ST] | $1K – $15K |
| Merrill Lynch Tax Efficient Core ⇒ ProLogis, Inc. (PLD) [ST] | $1K – $15K |
| Merrill Lynch Tax Efficient Core ⇒ Prudential Financial, Inc. (PRU) [ST] | $1K – $15K |
| Merrill Lynch Tax Efficient Core ⇒ Qnity Electronics, Inc. Common Stock (Q) [ST] | $1K – $15K |
| Merrill Lynch Tax Efficient Core ⇒ QUALCOMM Incorporated (QCOM) [ST] | $1K – $15K |
| Merrill Lynch Tax Efficient Core ⇒ Raymond James Financial, Inc. Common Stock (RJF) [ST] | $1K – $15K |
| Merrill Lynch Tax Efficient Core ⇒ Regions Financial Corporation Common Stock (RF) [ST] | $1K – $15K |
| Merrill Lynch Tax Efficient Core ⇒ Republic Services, Inc. (RSG) [ST] | $1K – $15K |
| Merrill Lynch Tax Efficient Core ⇒ ResMed Inc. (RMD) [ST] | $1K – $15K |
| Merrill Lynch Tax Efficient Core ⇒ Roper Technologies, Inc. (ROP) [ST] | $1K – $15K |
| Merrill Lynch Tax Efficient Core ⇒ RTX Corporation (RTX) [ST] | $1K – $15K |
| Merrill Lynch Tax Efficient Core ⇒ S&P Global Inc. (SPGI) [ST] | $1K – $15K |
| Merrill Lynch Tax Efficient Core ⇒ | $1K – $15K |
| Merrill Lynch Tax Efficient Core ⇒ Simon Property Group, Inc. (SPG) [ST] | $1K – $15K |
| Merrill Lynch Tax Efficient Core ⇒ Southern Company (SO) [ST] | $1K – $15K |
| Merrill Lynch Tax Efficient Core ⇒ State Street Corporation (STT) [ST] | $1K – $15K |
| Merrill Lynch Tax Efficient Core ⇒ Synchrony Financial Common Stock (SYF) [ST] | $1K – $15K |
| Merrill Lynch Tax Efficient Core ⇒ T-Mobile US, Inc. (TMUS) [ST] | $1K – $15K |
| Merrill Lynch Tax Efficient Core ⇒ Tapestry, Inc. Common Stock (TPR) [ST] | $1K – $15K |
| Merrill Lynch Tax Efficient Core ⇒ Texas Instruments Incorporated (TXN) [ST] | $1K – $15K |
| Merrill Lynch Tax Efficient Core ⇒ The Travelers Companies, Inc. (TRV) [ST] | $1K – $15K |
| Merrill Lynch Tax Efficient Core ⇒ Thermo Fisher Scientific Inc (TMO) [ST] | $1K – $15K |
| Merrill Lynch Tax Efficient Core ⇒ TJX Companies, Inc. (TJX) [ST] | $1K – $15K |
| Merrill Lynch Tax Efficient Core ⇒ Truist Financial Corporation (TFC) [ST] | $1K – $15K |
| Merrill Lynch Tax Efficient Core ⇒ Union Pacific Corporation (UNP) [ST] | $1K – $15K |
| Merrill Lynch Tax Efficient Core ⇒ United Airlines Holdings, Inc. - Common Stock (UAL) [ST] | $1K – $15K |
| Merrill Lynch Tax Efficient Core ⇒ United Rentals, Inc. (URI) [ST] | $1K – $15K |
| Merrill Lynch Tax Efficient Core ⇒ Universal Health Services, Inc. Common Stock (UHS) [ST] | $1K – $15K |
| Merrill Lynch Tax Efficient Core ⇒ Unum Group (UNM) [ST] | $1K – $15K |
| Merrill Lynch Tax Efficient Core ⇒ Vertex Pharmaceuticals Incorporated (VRTX) [ST] | $1K – $15K |
| Merrill Lynch Tax Efficient Core ⇒ W.W. Grainger, Inc. (GWW) [ST] | $1K – $15K |
| Merrill Lynch Tax Efficient Core ⇒ Warner Bros. Discovery, Inc. - Series A Common Stock (WBD) [ST] | $1K – $15K |
| Merrill Lynch Tax Efficient Core ⇒ Waste Management, Inc. (WM) [ST] | $1K – $15K |
| Merrill Lynch Tax Efficient Core ⇒ Welltower Inc. (WELL) [ST] | $1K – $15K |
| Merrill Lynch Tax Efficient Core ⇒ Williams Companies, Inc. (WMB) [ST] . | $1K – $15K |
| Merrill Lynch Long Term Growth ⇒ State Street SPDR Portfolio High Yield Bond ETF (SPHY) [EF] | $1K – $15K |
| Merrill Lynch Rollover IRA ⇒ | Not specified |
| Chase Brokerage Account (3933) ⇒ Blackstone Alternative Multi-Strategy Fund Class Y (BXMYX) [MF] | Not specified |
| Chase Brokerage Account (3933) ⇒ Fidelity 500 Index Fund (FXAIX) [MF] | Not specified |
| Chase Brokerage Account (3933) ⇒ JPMorgan BetaBuilders Canada ETF (BBCA) [EF] | Not specified |
| Chase Brokerage Account (3933) ⇒ JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF (BBAX) [EF] | Not specified |
| Chase Brokerage Account (3933) ⇒ JPMorgan BetaBuilders Japan ETF (BBJP) [EF] | Not specified |
| Chase Brokerage Account (3933) ⇒ Lord Abbett Short Duration Income Class F3 (LOLDX) [MF] | Not specified |
| Chase Brokerage Account (3933) ⇒ Neuberger Berman Long Short Fd Instl Cl (NLSIX) [MF] | Not specified |
| Chase Brokerage Account (3933) ⇒ Six Circles Credit Opportunities Fund (CRDOX) [MF] | Not specified |
| Chase Brokerage Account (3933) ⇒ Six Circles International Unconstrained Equity Fund (CIUEX) [MF] | Not specified |
| Chase Brokerage Account (3933) ⇒ Six Circles Multi-Strategy Fund (CALTX) [MF] | Not specified |
| Chase Brokerage Account (3933) ⇒ Six Circles Tax Aware Bond Fund (CBTAX) [MF] | Not specified |
| Chase Brokerage Account (3933) ⇒ Six Circles US Unconstrained Equity Fund (CUSUX) [MF] | Not specified |
| Chase Brokerage Account (3933) ⇒ Vanguard Tax-Exempt Bond ETF (VTEB) [EF] | Not specified |
| Chase Brokerage Account (3935) ⇒ 3M Company Common Stock (MMM) [ST] | Not specified |
| Chase Brokerage Account (3935) ⇒ Abbott Laboratories (ABT) [ST] | Not specified |
| Chase Brokerage Account (3935) ⇒ AbbVie Inc. (ABBV) [ST] | Not specified |
| Chase Brokerage Account (3935) ⇒ Accenture plc Class A Ordinary Shares (ACN) [ST] | Not specified |
| Chase Brokerage Account (3935) ⇒ Air Products and Chemicals, Inc. (APD) [ST] | Not specified |
| Chase Brokerage Account (3935) ⇒ Alphabet Inc. - Class C Capital Stock (GOOG) [ST] | Not specified |
| Chase Brokerage Account (3935) ⇒ American Express Company (AXP) [ST] | Not specified |
| Chase Brokerage Account (3935) ⇒ Analog Devices, Inc. (ADI) [ST] | Not specified |
| Chase Brokerage Account (3935) ⇒ Arthur J. Gallagher & Co. (AJG) [ST] | Not specified |
| Chase Brokerage Account (3935) ⇒ Bank of America Corporation (BAC) [ST] | Not specified |
| Chase Brokerage Account (3935) ⇒ BlackRock, Inc. (BLK) [ST] | Not specified |
| Chase Brokerage Account (3935) ⇒ Blackstone Inc. Common Stock (BX) [ST] | Not specified |
| Chase Brokerage Account (3935) ⇒ Bristol-Myers Squibb Company (BMY) [ST] | Not specified |
| Chase Brokerage Account (3935) ⇒ Capital One Financial Corporation Common Stock (COF) [ST] | Not specified |
| Chase Brokerage Account (3935) ⇒ Charles Schwab Corporation (SCHW) [ST] | Not specified |
| Chase Brokerage Account (3935) ⇒ Chevron Corporation (CVX) [ST] | Not specified |
| Chase Brokerage Account (3935) ⇒ Chubb Limited (CB) [ST] | Not specified |
| Chase Brokerage Account (3935) ⇒ CME Group Inc. - Class A (CME) [ST] | Not specified |
| Chase Brokerage Account (3935) ⇒ CMS Energy Corporation (CMS) [ST] | Not specified |
| Chase Brokerage Account (3935) ⇒ Comcast Corporation - Class A (CMCSA) [ST] | Not specified |
| Chase Brokerage Account (3935) ⇒ ConocoPhillips (COP) [ST] | Not specified |
| Chase Brokerage Account (3935) ⇒ Deere & Company (DE) [ST] | Not specified |
| Chase Brokerage Account (3935) ⇒ Dover Corporation (DOV) [ST] | Not specified |
| Chase Brokerage Account (3935) ⇒ Eaton Corporation, PLC Ordinary Shares (ETN) [ST] | Not specified |
| Chase Brokerage Account (3935) ⇒ Eli Lilly and Company (LLY) [ST] | Not specified |
| Chase Brokerage Account (3935) ⇒ EOG Resources, Inc. (EOG) [ST] | Not specified |
| Chase Brokerage Account (3935) ⇒ Exxon Mobil Corporation (XOM) [ST] | Not specified |
| Chase Brokerage Account (3935) ⇒ General Dynamics Corporation (GD) [ST] | Not specified |
| Chase Brokerage Account (3935) ⇒ Goldman Sachs Group, Inc. (GS) [ST] | Not specified |
| Chase Brokerage Account (3935) ⇒ Home Depot, Inc. (HD) [ST] | Not specified |
| Chase Brokerage Account (3935) ⇒ International Business Machines Corporation (IBM) [ST] | Not specified |
| Chase Brokerage Account (3935) ⇒ Johnson & Johnson (JNJ) [ST] | Not specified |
| Chase Brokerage Account (3935) ⇒ JP Morgan Sweep Account [BA] | Not specified |
| Chase Brokerage Account (3935) ⇒ JPMorgan Tax Free Money Market Fund - Institutional Share Class (JTFXX) [MF] | Not specified |
| Chase Brokerage Account (3935) ⇒ McDonald's Corporation (MCD) [ST] | Not specified |
| Chase Brokerage Account (3935) ⇒ Microsoft Corporation (MSFT) [ST] | Not specified |
| Chase Brokerage Account (3935) ⇒ Mondelez International, Inc. - Class A (MDLZ) [ST] | Not specified |
| Chase Brokerage Account (3935) ⇒ Morgan Stanley (MS) [ST] | Not specified |
| Chase Brokerage Account (3935) ⇒ NextEra Energy, Inc. (NEE) [ST] | Not specified |
| Chase Brokerage Account (3935) ⇒ Norfolk Southern Corporation (NSC) [ST] | Not specified |
| Chase Brokerage Account (3935) ⇒ NXP Semiconductors N.V. - Common Stock (NXPI) [ST] | Not specified |
| Chase Brokerage Account (3935) ⇒ Parker-Hannifin Corporation (PH) [ST] | Not specified |
| Chase Brokerage Account (3935) ⇒ Pepsico, Inc. (PEP) [ST] | Not specified |
| Chase Brokerage Account (3935) ⇒ Philip Morris International Inc (PM) [ST] | Not specified |
| Chase Brokerage Account (3935) ⇒ PNC Financial Services Group, Inc. (PNC) [ST] | Not specified |
| Chase Brokerage Account (3935) ⇒ PPG Industries, Inc. (PPG) [ST] | Not specified |
| Chase Brokerage Account (3935) ⇒ Procter & Gamble Company (PG) [ST] | Not specified |
| Chase Brokerage Account (3935) ⇒ Republic Services, Inc. (RSG) [ST] | Not specified |
| Chase Brokerage Account (3935) ⇒ RTX Corporation (RTX) [ST] | Not specified |
| Chase Brokerage Account (3935) ⇒ Seagate Technology Holdings PLC - Ordinary Shares (STX) [ST] | Not specified |
| Chase Brokerage Account (3935) ⇒ Texas Instruments Incorporated (TXN) [ST] | Not specified |
| Chase Brokerage Account (3935) ⇒ The Bank of New York Mellon Corporation Common Stock (BK) [ST] | Not specified |
| Chase Brokerage Account (3935) ⇒ The Cigna Group (CI) [ST] | Not specified |
| Chase Brokerage Account (3935) ⇒ TJX Companies, Inc. (TJX) [ST] | Not specified |
| Chase Brokerage Account (3935) ⇒ UnitedHealth Group Incorporated Common Stock (UNH) [ST] | Not specified |
| Chase Brokerage Account (3935) ⇒ Verizon Communications Inc. (VZ) [ST] | Not specified |
| Chase Brokerage Account (3935) ⇒ Walmart Inc. (WMT) [ST] | Not specified |
| Chase Brokerage Account (3935) ⇒ Wells Fargo & Company (WFC) [ST] | Not specified |
| Chase Brokerage Account (3935) ⇒ Xcel Energy Inc. (XEL) [ST] | Not specified |
| Fidelity Investment Account (2705) ⇒ Virtus Real Estate Capital LP [OL] | Not specified |
| Merrill Lynch IRA ⇒ | Not specified |
| iShares Core S&P U.S. Growth ETF (IUSG) [EF] | Not specified |
| Merrill Lynch Long Term Growth ⇒ A.O. Smith Corporation Common Stock (AOS) [ST] | Not specified |
| Merrill Lynch Long Term Growth ⇒ Accenture plc Class A Ordinary Shares (ACN) [ST] | Not specified |
| Merrill Lynch Long Term Growth ⇒ Adobe Inc. (ADBE) [ST] | Not specified |
| Merrill Lynch Long Term Growth ⇒ Agilent Technologies, Inc. Common Stock (A) [ST] | Not specified |
| Merrill Lynch Long Term Growth ⇒ Alaska Air Group, Inc. Common Stock (ALK) [ST] | Not specified |
| Merrill Lynch Long Term Growth ⇒ Alcon Inc. Ordinary Shares (ALC) [ST] | Not specified |
| Merrill Lynch Long Term Growth ⇒ Allete, Inc. (ALE) [ST] | Not specified |
| Merrill Lynch Long Term Growth ⇒ Alliant Energy Corporation (LNT) [ST] | Not specified |
| Merrill Lynch Long Term Growth ⇒ Allstate Corporation (ALL) [ST] | Not specified |
| Merrill Lynch Long Term Growth ⇒ Alphabet Inc. - Class C Capital Stock (GOOG) [ST] | Not specified |
| Merrill Lynch Long Term Growth ⇒ Amazon.com, Inc. (AMZN) [ST] | Not specified |
| Merrill Lynch Long Term Growth ⇒ Ameren Corporation Common Stock (AEE) [ST] | Not specified |
| Merrill Lynch Long Term Growth ⇒ American Water Works Company, Inc. Common Stock (AWK) [ST] | Not specified |
| Merrill Lynch Long Term Growth ⇒ Apple Inc. (AAPL) [ST] | Not specified |
| Merrill Lynch Long Term Growth ⇒ ASML Holding N.V. - New York Registry Shares (ASML) [ST] | Not specified |
| Merrill Lynch Long Term Growth ⇒ Assurant, Inc. Common Stock (AIZ) [ST] | Not specified |
| Merrill Lynch Long Term Growth ⇒ AutoZone, Inc. (AZO) [ST] | Not specified |
| Merrill Lynch Long Term Growth ⇒ AvalonBay Communities, Inc. Common Stock (AVB) [ST] | Not specified |
| Merrill Lynch Long Term Growth ⇒ Blue Bird Corporation - Common Stock (BLBD) [ST] | Not specified |
| Merrill Lynch Long Term Growth ⇒ Boeing Company (BA) [ST] | Not specified |
| Merrill Lynch Long Term Growth ⇒ Carlisle Companies Incorporated (CSL) [ST] | Not specified |
| Merrill Lynch Long Term Growth ⇒ Carrier Global Corporation Common Stock (CARR) [ST] | Not specified |
| Merrill Lynch Long Term Growth ⇒ Chevron Corporation (CVX) [ST] | Not specified |
| Merrill Lynch Long Term Growth ⇒ Chubb Limited (CB) [ST] | Not specified |
| Merrill Lynch Long Term Growth ⇒ CMS Energy Corporation Common Stock (CMS) [ST] | Not specified |
| Merrill Lynch Long Term Growth ⇒ Cognizant Technology Solutions Corporation - Class A Common Stock (CTSH) [ST] | Not specified |
| Merrill Lynch Long Term Growth ⇒ Colgate-Palmolive Company Common Stock (CL) [ST] | Not specified |
| Merrill Lynch Long Term Growth ⇒ Coterra Energy Inc. Common Stock (CTRA) [ST] | Not specified |
| Merrill Lynch Long Term Growth ⇒ DaVita Inc. Common Stock (DVA) [ST] | Not specified |
| Merrill Lynch Long Term Growth ⇒ DBA Sempra Common Stock (SRE) [ST] | Not specified |
| Merrill Lynch Long Term Growth ⇒ Deere & Company Common Stock (DE) [ST] | Not specified |
| Merrill Lynch Long Term Growth ⇒ Dell Technologies Inc. Class C Common Stock (DELL) [ST] | Not specified |
| Merrill Lynch Long Term Growth ⇒ Delta Air Lines, Inc. (DAL) [ST] | Not specified |
| Merrill Lynch Long Term Growth ⇒ Discover Financial Services (DFS) [ST] | Not specified |
| Merrill Lynch Long Term Growth ⇒ DT Midstream, Inc. (DTM) [ST] | Not specified |
| Merrill Lynch Long Term Growth ⇒ Eaton Corporation, PLC Ordinary Shares (ETN) [ST] | Not specified |
| Merrill Lynch Long Term Growth ⇒ Eli Lilly and Company (LLY) [ST] | Not specified |
| Merrill Lynch Long Term Growth ⇒ Equifax, Inc. Common Stock (EFX) [ST] | Not specified |
| Merrill Lynch Long Term Growth ⇒ Equinix, Inc. (EQIX) [ST] | Not specified |
| Merrill Lynch Long Term Growth ⇒ Exxon Mobil Corporation (XOM) [ST] | Not specified |
| Merrill Lynch Long Term Growth ⇒ F5, Inc. - Common Stock (FFIV) [ST] | Not specified |
| Merrill Lynch Long Term Growth ⇒ Fiserv, Inc. (FI) [ST] | Not specified |
| Merrill Lynch Long Term Growth ⇒ Gen Digital Inc. - Common Stock (GEN) [ST] | Not specified |
| Merrill Lynch Long Term Growth ⇒ Genuine Parts Company Common Stock (GPC) [ST] | Not specified |
| Merrill Lynch Long Term Growth ⇒ HCA Healthcare, Inc. (HCA) [ST] | Not specified |
| Merrill Lynch Long Term Growth ⇒ Honeywell International Inc. (HON) [ST] | Not specified |
| Merrill Lynch Long Term Growth ⇒ Howmet Aerospace Inc. (HWM) [ST] | Not specified |
| Merrill Lynch Long Term Growth ⇒ Intercontinental Exchange Inc. Common Stock (ICE) [ST] | Not specified |
| Merrill Lynch Long Term Growth ⇒ International Paper Company Common Stock (IP) [ST] | Not specified |
| Merrill Lynch Long Term Growth ⇒ Intuit Inc. (INTU) [ST] | Not specified |
| Merrill Lynch Long Term Growth ⇒ Intuitive Surgical, Inc. (ISRG) [ST] | Not specified |
| Merrill Lynch Long Term Growth ⇒ iShares ESG MSCI KLD 400 ETF (DSI) [EF] | Not specified |
| Merrill Lynch Long Term Growth ⇒ Jacobs Solutions Inc. Common Stock (J) [ST] | Not specified |
| Merrill Lynch Long Term Growth ⇒ JP Morgan Chase & Co. (JPM) [ST] | Not specified |
| Merrill Lynch Long Term Growth ⇒ KeyCorp Common Stock (KEY) [ST] | Not specified |
| Merrill Lynch Long Term Growth ⇒ Kroger Company (KR) [ST] | Not specified |
| Merrill Lynch Long Term Growth ⇒ L3Harris Technologies, Inc. (LHX) [ST] | Not specified |
| Merrill Lynch Long Term Growth ⇒ Lam Research Corporation (LRCX) [ST] | Not specified |
| Merrill Lynch Long Term Growth ⇒ Marsh & McLennan Companies, Inc. (MMC) [ST] | Not specified |
| Merrill Lynch Long Term Growth ⇒ Masco Corporation (MAS) [ST] | Not specified |
| Merrill Lynch Long Term Growth ⇒ Meta Platforms, Inc. - Class A (META) [ST] | Not specified |
| Merrill Lynch Long Term Growth ⇒ Micron Technology, Inc. (MU) [ST] | Not specified |
| Merrill Lynch Long Term Growth ⇒ Microsoft Corporation (MSFT) [ST] | Not specified |
| Merrill Lynch Long Term Growth ⇒ Mondelez International, Inc. - Class A (MDLZ) [ST] | Not specified |
| Merrill Lynch Long Term Growth ⇒ Monster Beverage Corporation - Common Stock (MNST) [ST] | Not specified |
| Merrill Lynch Long Term Growth ⇒ Morgan Stanley (MS) [ST] | Not specified |
| Merrill Lynch Long Term Growth ⇒ Netflix, Inc. (NFLX) [ST] | Not specified |
| Merrill Lynch Long Term Growth ⇒ NextEra Energy, Inc. (NEE) [ST] | Not specified |
| Merrill Lynch Long Term Growth ⇒ NVIDIA Corporation (NVDA) [ST] | Not specified |
| Merrill Lynch Long Term Growth ⇒ Oracle Corporation (ORCL) [ST] | Not specified |
| Merrill Lynch Long Term Growth ⇒ Palo Alto Networks, Inc. (PANW) [ST] | Not specified |
| Merrill Lynch Long Term Growth ⇒ Paychex, Inc. - Common Stock (PAYX) [ST] | Not specified |
| Merrill Lynch Long Term Growth ⇒ | Not specified |
| Merrill Lynch Long Term Growth ⇒ PayPal Holdings, Inc. (PYPL) [ST] | Not specified |
| Merrill Lynch Long Term Growth ⇒ Pentair plc. Ordinary Share (PNR) [ST] | Not specified |
| Merrill Lynch Long Term Growth ⇒ Pepsico, Inc. (PEP) [ST] | Not specified |
| Merrill Lynch Long Term Growth ⇒ PNC Financial Services Group, Inc. (PNC) [ST] | Not specified |
| Merrill Lynch Long Term Growth ⇒ Progressive Corporation (PGR) [ST] | Not specified |
| Merrill Lynch Long Term Growth ⇒ Public Service Enterprise Group Incorporated Common Stock (PEG) [ST] | Not specified |
| Merrill Lynch Long Term Growth ⇒ Quest Diagnostics Incorporated Common Stock (DGX) [ST] | Not specified |
| Merrill Lynch Long Term Growth ⇒ Raymond James Financial, Inc. (RJF) [ST] | Not specified |
| Merrill Lynch Long Term Growth ⇒ Reliance Steel & Aluminum Co. Common Stock (RS) [ST] | Not specified |
| Merrill Lynch Long Term Growth ⇒ Rollins, Inc. Common Stock (ROL) [ST] | Not specified |
| Merrill Lynch Long Term Growth ⇒ RTX Corporation (RTX) [ST] | Not specified |
| Merrill Lynch Long Term Growth ⇒ S&P Global Inc. (SPGI) [ST] | Not specified |
| Merrill Lynch Long Term Growth ⇒ Salesforce, Inc. (CRM) [ST] | Not specified |
| Merrill Lynch Long Term Growth ⇒ ServiceNow, Inc. Common Stock (NOW) [ST] | Not specified |
| Merrill Lynch Long Term Growth ⇒ Sherwin-Williams Company (SHW) [ST] | Not specified |
| Merrill Lynch Long Term Growth ⇒ Southwest Airlines Company Common Stock (LUV) [ST] | Not specified |
| Merrill Lynch Long Term Growth ⇒ SPDR Portfolio Long Term Treasury ETF (SPTL) [EF] | Not specified |
| Merrill Lynch Long Term Growth ⇒ State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) [EF] | Not specified |
| Merrill Lynch Long Term Growth ⇒ Stryker Corporation (SYK) [ST] | Not specified |
| Merrill Lynch Long Term Growth ⇒ Taiwan Semiconductor Manufacturing Company Ltd. (TSM) [ST] | Not specified |
| Merrill Lynch Long Term Growth ⇒ Tesla, Inc. (TSLA) [ST] | Not specified |
| Merrill Lynch Long Term Growth ⇒ The Cigna Group (CI) [ST] | Not specified |
| Merrill Lynch Long Term Growth ⇒ Thermo Fisher Scientific Inc (TMO) [ST] | Not specified |
| Merrill Lynch Long Term Growth ⇒ TXNM Energy, Inc. Common Stock (TXNM) [ST] | Not specified |
| Merrill Lynch Long Term Growth ⇒ Uber Technologies, Inc. (UBER) [ST] | Not specified |
| Merrill Lynch Long Term Growth ⇒ UDR, Inc. Common Stock (UDR) [ST] | Not specified |
| Merrill Lynch Long Term Growth ⇒ United Parks & Resorts Inc. Common Stock (PRKS) [ST] | Not specified |
| Merrill Lynch Long Term Growth ⇒ Vanguard Tax-Exempt Bond ETF (VTEB) [EF] | Not specified |
| Merrill Lynch Long Term Growth ⇒ VeriSign, Inc. - Common Stock (VRSN) [ST] | Not specified |
| Merrill Lynch Long Term Growth ⇒ Verisk Analytics, Inc. - Common Stock (VRSK) [ST] | Not specified |
| Merrill Lynch Long Term Growth ⇒ VICI Properties Inc. (VICI) [ST] | Not specified |
| Merrill Lynch Long Term Growth ⇒ Visa Inc. (V) [ST] | Not specified |
| Merrill Lynch Long Term Growth ⇒ W.W. Grainger, Inc. (GWW) [ST] | Not specified |
| Merrill Lynch Long Term Growth ⇒ Waste Management, Inc. (WM) [ST] | Not specified |
| Merrill Lynch Long Term Growth ⇒ Webster Financial Corporation Common Stock (WBS) [ST] | Not specified |
| Merrill Lynch Long Term Growth ⇒ Weyerhaeuser Company Common Stock (WY) [ST] | Not specified |
| Merrill Lynch Long Term Growth ⇒ Willis Towers Watson Public Limited Company - Ordinary Shares (WTW) [ST] | Not specified |
| Merrill Lynch Long Term Growth ⇒ Workday, Inc. - Class A (WDAY) [ST] | Not specified |
| Merrill Lynch Long Term Growth ⇒ Xcel Energy Inc. (XEL) [ST] | Not specified |
| Merrill Lynch Tax Efficient Core ⇒ ANSYS, Inc. (ANSS) [ST] | Not specified |
| Merrill Lynch Tax Efficient Core ⇒ Camden Property Trust Common Stock (CPT) [ST] | Not specified |
| Merrill Lynch Tax Efficient Core ⇒ Comcast Corporation - Class A (CMCSA) [ST] | Not specified |
| Merrill Lynch Tax Efficient Core ⇒ ConAgra Brands, Inc. (CAG) [ST] | Not specified |
| Merrill Lynch Tax Efficient Core ⇒ Crown Castle Inc. (CCI) [ST] | Not specified |
| Merrill Lynch Tax Efficient Core ⇒ Edison International Common Stock (EIX) [ST] | Not specified |
| Merrill Lynch Tax Efficient Core ⇒ Electronic Arts Inc. (EA) [ST] | Not specified |
| Merrill Lynch Tax Efficient Core ⇒ Healthpeak Properties, Inc. Common Stock (DOC) [ST] | Not specified |
| Merrill Lynch Tax Efficient Core ⇒ Honeywell International Inc. (HON) [ST] | Not specified |
| Merrill Lynch Tax Efficient Core ⇒ J.B. Hunt Transport Services, Inc. - Common Stock (JBHT) [ST] | Not specified |
| Merrill Lynch Tax Efficient Core ⇒ Johnson & Johnson (JNJ) [ST] | Not specified |
| Merrill Lynch Tax Efficient Core ⇒ Keurig Dr Pepper Inc. (KDP) [ST] | Not specified |
| Merrill Lynch Tax Efficient Core ⇒ Kimberly-Clark Corporation Common Stock (KMB) [ST] | Not specified |
| Merrill Lynch Tax Efficient Core ⇒ L3Harris Technologies, Inc. (LHX) [ST] | Not specified |
| Merrill Lynch Tax Efficient Core ⇒ Las Vegas Sands Corp. (LVS) [ST] | Not specified |
| Merrill Lynch Tax Efficient Core ⇒ Marathon Petroleum Corporation (MPC) [ST] | Not specified |
| Merrill Lynch Tax Efficient Core ⇒ NextEra Energy, Inc. Common Stock (NEE) [ST] | Not specified |
| Merrill Lynch Tax Efficient Core ⇒ PTC Inc. (PTC) [ST] | Not specified |
| Merrill Lynch Tax Efficient Core ⇒ Starbucks Corporation (SBUX) [ST] | Not specified |
| Merrill Lynch Tax Efficient Core ⇒ Sysco Corporation Common Stock (SYY) [ST] | Not specified |
| Merrill Lynch Tax Efficient Core ⇒ Tesla, Inc. (TSLA) [ST] | Not specified |
| Merrill Lynch Tax Efficient Core ⇒ Uber Technologies, Inc. Common Stock (UBER) [ST] | Not specified |
| Merrill Lynch Tax Efficient Core ⇒ United Parcel Service, Inc. (UPS) [ST] | Not specified |
| Merrill Lynch Tax Efficient Core ⇒ Verizon Communications Inc. (VZ) [ST] | Not specified |
| Merrill Lynch Tax Efficient Core ⇒ Walt Disney Company (DIS) [ST] | Not specified |
| Merrill Lynch Long Term Growth ⇒ iShares U.S. Treasury Bond ETF (GOVT) [EF] | Not specified |
| Chase Brokerage Account (3933) ⇒ iShares Core MSCI EAFE ETF (IEFA) [EF] | Not specified |
| Chase Brokerage Account (3933) ⇒ SPDR S&P 500 (SPY) [EF] | Not specified |
| Vanguard FTSE Developed Markets ETF (VEA) [EF] | Not specified |