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Congress
Kelly Morrison
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
$336.64
AAPL · 2026-10-09 · USD
Stock price change
+$88.87
+35.87% 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
$13.6K
As of 2026-10-09
Estimated gain / loss
+$3,586.79
+35.87%
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 |
|---|---|
| Investment Fund ⇒ Callanish Capital Partners LP [HE] | $5M – $25M |
| Rental Property 1 [RP] | $500K – $1M |
| Brokerage Account 1 ⇒ Fidelity Treasury Money Market Fund (FZFXX) [MF] | $1M – $1M |
| Deferred Compensation Program ⇒ BlackRock LifePath Index 2030 Port Insti Shs (LINIX) [MF] | $1M – $1M |
| Retirement Account 1 (401k) ⇒ BlackRock LifePath Index 2030 Port Insti Shs (LINIX) [MF] | $1M – $1M |
| Retirement Account 2 (401k) ⇒ Vanguard Index Trust Extended Market Index Fd Instl | $500K – $1M |
| Trust 2 ⇒ Microsoft Corporation - Common Stock (MSFT) [ST] C: Inherited additional shares and gifted 113 shares to the Minnesota Foundation | $500K – $1M |
| Trust 8 ⇒ iShares Core MSCI EAFE ETF (IEFA) [EF] C: Asset previously reported under former Trust 3 & Trust 4, both trusts terminated in 2025, and assets transferred to Trust 8. Transactions reported under separate Trusts 3 and 4 on Schedule B. | $500K – $1M |
| Trust 8 ⇒ iShares Core S&P 500 ETF (IVV) [EF] C: Asset previously reported under former Trust 3 & Trust 4, both trusts terminated in 2025, and assets transferred to Trust 8 | $500K – $1M |
| Trust 8 ⇒ Vanguard S&P 500 ETF (VOO) [EF] C: Asset previously reported under former Trust 3 & Trust 4, both trusts terminated in 2025, and assets transferred to Trust 8 | $500K – $1M |
| Bank Account 2 [BA] | $250K – $500K |
| Target Pension Account [PE] | $250K – $500K |
| Retirement Account 4 (401k) ⇒ Allspring Premier Large Company Growth Fund Insti Class (EKJYX) [MF] | $250K – $500K |
| Retirement Account 4 (401k) ⇒ Carillon ClariVest International Stock Fund Class I | $250K – $500K |
| Retirement Account 4 (401k) ⇒ Principal Fds, Inc. LargeCap S&P 500 Index Fd Cl A (PLSAX) [MF] | $250K – $500K |
| Trust 2 ⇒ Costco Wholesale Corporation - Common Stock (COST) [ST] C: Inherited additional shares | $250K – $500K |
| Trust 2 ⇒ Vanguard Intermediate-Term Tax-Exempt Fd Admiral Shs (VWIUX) [MF] | $250K – $500K |
| Trust 2 ⇒ Wells Fargo Secured Market Deposit Account (SMDA) [BA] | $250K – $500K |
| Trust 8 ⇒ Vanguard Intermediate-Term Tax-Exempt Fd Admiral Shs (VWIUX) [MF] | $250K – $500K |
| Trust 8 ⇒ Wells Fargo Secured Market Deposit Account (SMDA) [BA] | $250K – $500K |
| Trust 1 ⇒ iShares Core MSCI EAFE ETF (IEFA) [EF] | $250K – $500K |
| Trust 2 ⇒ iShares Core S&P 500 ETF (IVV) [EF] | $250K – $500K |
| Trust 1 ⇒ iShares Core S&P 500 ETF (IVV) [EF] | $250K – $500K |
| Trust 2 ⇒ Vanguard FTSE Developed Markets ETF (VEA) [EF] | $250K – $500K |
| Trust 7 ⇒ Vanguard S&P 500 ETF (VOO) [EF] | $250K – $500K |
| Trust 2 ⇒ Vanguard Large-Cap ETF (VV) [EF] | $250K – $500K |
| Brokerage Account 1 ⇒ Target Corporation Common Stock (TGT) [ST] | $100K – $250K |
| Brokerage Account 1 ⇒ Target Corporation Common Stock (TGT) [ST] | $100K – $250K |
| College Savings Iowa 529 Plan #1 ⇒ Growth Portfolio [5F] C: Beneficiary is no longer a dependent; spouse is the owner of the account. | $100K – $250K |
| College Savings Iowa 529 Plan #2 ⇒ Growth Portfolio [5F] C: Beneficiary is no longer a dependent; spouse is the owner of the account. | $100K – $250K |
| Deferred Compensation Program ⇒ Vanguard Intermediate-Term Bond Index Fund Admiral Shares (VBILX) [MF] | $100K – $250K |
| Retirement Account 4 (401k) ⇒ Invesco Discovery Fund Class A (OPOCX) [MF] | $100K – $250K |
| Retirement Account 4 (401k) ⇒ Principal Fds, Inc. Core Plus Bond Fund, Institutional (PMSIX) [MF] | $100K – $250K |
| Retirement Account 4 (401k) ⇒ Principal Fds, Inc. SmallCap S&P 600 Index Fd Insti Cl (PSSIX) [MF] | $100K – $250K |
| Retirement Account 4 (401k) ⇒ Principal Fds, Inc.MidCap S&P 400 Index Fd J Cl (PMFJX) [MF] | $100K – $250K |
| Trust 1 ⇒ Microsoft Corporation - Common Stock (MSFT) [ST] | $100K – $250K |
| Trust 1 ⇒ Taiwan Semiconductor Manufacturing Company Ltd. (TSM) [ST] | $100K – $250K |
| Trust 2 ⇒ Alphabet Inc. - Class C Capital Stock (GOOG) [ST] | $100K – $250K |
| Trust 2 ⇒ Amphenol Corporation Common Stock (APH) [ST] | $100K – $250K |
| Trust 2 ⇒ Apple Inc. - Common Stock (AAPL) [ST] C: Inherited additional shares | $100K – $250K |
| Trust 2 ⇒ International Business Machines Corporation Common Stock (IBM) [ST] C: Inherited additional shares | $100K – $250K |
| Trust 2 ⇒ Taiwan Semiconductor Manufacturing Company Ltd. (TSM) [ST] | $100K – $250K |
| Trust 8 ⇒ Alphabet Inc. - Class C Capital Stock (GOOG) [ST] C: Asset previously reported under former Trust 3 & Trust 4, both trusts terminated in 2025, and assets transferred to Trust 8 | $100K – $250K |
| Trust 8 ⇒ Amphenol Corporation Common Stock (APH) [ST] C: Asset previously reported under former Trust 3 & Trust 4, both trusts terminated in 2025, and assets transferred to Trust 8 | $100K – $250K |
| Trust 8 ⇒ Apple Inc. - Common Stock (AAPL) [ST] C: Asset previously reported under former Trust 3 & Trust 4, both trusts terminated in 2025, and assets transferred to Trust 8 | $100K – $250K |
| Trust 8 ⇒ Taiwan Semiconductor Manufacturing Company Ltd. (TSM) [ST] C: Asset previously reported under former Trust 3 & Trust 4, both trusts terminated in 2025, and assets transferred to Trust 8 | $100K – $250K |
| Trust 8 ⇒ VanEck IG Floating Rate ETF (FLTR) [EF] C: Asset previously reported under former Trust 3 & Trust 4, both trusts terminated in 2025, and assets transferred to Trust 8 | $100K – $250K |
| Trust 8 ⇒ Vanguard Ultra-Short-Term Tax-Exempt Fund Admiral Shares (VWSUX) [MF] C: Asset previously reported under former Trust 3 & Trust 4, both trusts terminated in 2025, and assets transferred to Trust 8 | $100K – $250K |
| Trust 8 ⇒ Virtus KAR Small-Cap Core Fund R6 (VSCRX) [MF] C: Asset previously reported under former Trust 3 & Trust 4, both trusts terminated in 2025, and assets tranferred to Trust 8 | $100K – $250K |
| Trust 7 ⇒ iShares Core MSCI EAFE ETF (IEFA) [EF] | $100K – $250K |
| Trust 2 ⇒ iShares Core MSCI EAFE ETF (IEFA) [EF] | $100K – $250K |
| Trust 8 ⇒ iShares Core MSCI Emerging Markets ETF (IEMG) [EF] C: Asset previously reported under former Trust 3 & Trust 4, both trusts terminated in 2025, and assets transferred to Trust 8 | $100K – $250K |
| Trust 8 ⇒ iShares S&P 500 Value ETF (IVE) [EF] C: Asset previously reported under former Trust 3 & Trust 4, both trusts terminated in 2025, and assets transferred to Trust 8 | $100K – $250K |
| Trust 2 ⇒ iShares S&P 500 Value ETF (IVE) [EF] | $100K – $250K |
| Trust 2 ⇒ Vanguard Div Appreciation ETF (VIG) [EF] | $100K – $250K |
| Trust 2 ⇒ Vanguard FTSE Emerging Markets ETF (VWO) [EF] | $100K – $250K |
| Trust 2 ⇒ Vanguard High Dividend Yield ETF (VYM) [EF] | $100K – $250K |
| College Savings Iowa 529 Plan #3 ⇒ Aggressive Growth Portfolio [5F] C: Beneficiary is no longer a dependent; spouse is the owner of the account. | $50K – $100K |
| Retirement Account 2 (401k) ⇒ Vanguard 500 Index Fund Institutional Select Shares (VFFSX) [MF] | $50K – $100K |
| Retirement Account 4 (401k) ⇒ BlackRock Eq Dividend I (MADVX) [MF] | $50K – $100K |
| Retirement Account 4 (401k) ⇒ Goldman Sachs Small Cap Value Fund Institutional Shares (GSSIX) [MF] | $50K – $100K |
| Retirement Account 5 (Defined Benefit Pension Plan) ⇒ Target Retirement 2035 Fund Class P [OT] C: Previously reported as State Street Target Retirement 2035 Fund Class I (SSCJX). | $50K – $100K |
| Trust 1 ⇒ Alphabet Inc. - Class C Capital Stock (GOOG) [ST] | $50K – $100K |
| Trust 1 ⇒ Amphenol Corporation Common Stock (APH) [ST] | $50K – $100K |
| Trust 1 ⇒ ANOKA MN SER A DTD 06/08/23 [GS] | $50K – $100K |
| Trust 1 ⇒ Apple Inc. - Common Stock (AAPL) [ST] | $50K – $100K |
| Trust 1 ⇒ Berkshire Hathaway Inc. New Common Stock (BRK.B) [ST] | $50K – $100K |
| Trust 1 ⇒ JP Morgan Chase & Co. Common Stock (JPM) [ST] | $50K – $100K |
| Trust 1 ⇒ Mastercard Incorporated Common Stock (MA) [ST] | $50K – $100K |
| Trust 1 ⇒ VanEck ETF Trust VanEck IG Floating Rate ETF (FLTR) [EF] | $50K – $100K |
| Trust 2 ⇒ AbbVie Inc. Common Stock (ABBV) [ST] | $50K – $100K |
| Trust 2 ⇒ ANOKA MN SER A DTD 06/08/23 [GS] | $50K – $100K |
| Trust 2 ⇒ Berkshire Hathaway Inc. New Common Stock (BRK.B) [ST] | $50K – $100K |
| Trust 2 ⇒ BlackRock, Inc. Common Stock (BLK) [ST] | $50K – $100K |
| Trust 2 ⇒ Broadcom Inc. - Common Stock (AVGO) [ST] | $50K – $100K |
| Trust 2 ⇒ CHASKA MN ELEC REVENUE REF - SER A DTD 10/01/15 [GS] | $50K – $100K |
| Trust 2 ⇒ DAYTON MN SER A DTD 06/15/23 [GS] | $50K – $100K |
| Trust 2 ⇒ FullerThaler Behavioral Small-Cap Equity Fund R6 Shares (FTHFX) [MF] | $50K – $100K |
| Trust 2 ⇒ Honeywell International Inc. (HON) [ST] | $50K – $100K |
| Trust 2 ⇒ Johnson & Johnson Common Stock (JNJ) [ST] | $50K – $100K |
| Trust 2 ⇒ Lowe's Companies, Inc. Common Stock (LOW) [ST] | $50K – $100K |
| Trust 2 ⇒ Mastercard Incorporated Common Stock (MA) [ST] | $50K – $100K |
| Trust 2 ⇒ Merck & Company, Inc. Common Stock (MRK) [ST] C: Inherited additional shares | $50K – $100K |
| Trust 2 ⇒ Meta Platforms, Inc. - Class A Common Stock (META) [ST] | $50K – $100K |
| Trust 2 ⇒ MINNESOTA ST MUNI PWR AGY ELEC DTD 08/25/16 [GS] | $50K – $100K |
| Trust 2 ⇒ S&P Global Inc. Common Stock (SPGI) [ST] | $50K – $100K |
| Trust 2 ⇒ VanEck ETF Trust VanEck IG Floating Rate ETF (FLTR) [EF] | $50K – $100K |
| Trust 2 ⇒ Vanguard Ultra-Short-Term Tax-Exempt Fund Admiral Shares (VWSUX) [MF] | $50K – $100K |
| Trust 2 ⇒ Virtus KAR Small-Cap Core Fund R6 (VSCRX) [MF] | $50K – $100K |
| Trust 7 ⇒ Apple Inc. - Common Stock (AAPL) [ST] | $50K – $100K |
| Trust 7 ⇒ Cliffwater Corporate Lending Fund Class I (CCLFX) [MF] | $50K – $100K |
| Trust 7 ⇒ Gateway Fund Class Y (GTEYX) [MF] | $50K – $100K |
| Trust 7 ⇒ JP Morgan Chase & Co. Common Stock (JPM) [ST] | $50K – $100K |
| Trust 7 ⇒ Microsoft Corporation - Common Stock (MSFT) [ST] | $50K – $100K |
| Trust 8 ⇒ Berkshire Hathaway Inc. New Common Stock (BRK.B) [ST] C: Asset previously reported under former Trust 3 & Trust 4, both trusts terminated in 2025, and assets transferred to Trust 8 | $50K – $100K |
| Trust 8 ⇒ Microsoft Corporation - Common Stock (MSFT) [ST] C: Asset previously reported under former Trust 3 & Trust 4, both trusts terminated in 2025, and assets transferred to Trust 8 | $50K – $100K |
| Trust 2 ⇒ iShares MSCI EAFE ETF (EFA) [EF] | $50K – $100K |
| Trust 8 ⇒ iShares Gold Trust Shares (IAU) [EF] C: Asset previously reported under former Trust 3 & Trust 4, both trusts terminated in 2025, and assets transferred to Trust 8 | $50K – $100K |
| Retirement Account 6 (IRA) ⇒ Schwab Treasury Obligations Money Fund - Investor Shares (SNOXX) [MF] | $50K – $100K |
| Retirement Account 3 (IRA) ⇒ iShares Core S&P 500 ETF (IVV) [EF] | $50K – $100K |
| Trust 1 ⇒ iShares S&P 500 Value ETF (IVE) [EF] | $50K – $100K |
| Trust 8 ⇒ iShares Russell Mid-Cap ETF (IWR) [EF] C: Asset previously reported under former Trust 3 & Trust 4, both trusts terminated in 2025, and assets transferred to Trust 8 | $50K – $100K |
| Trust 2 ⇒ Vanguard Small-Cap ETF (VB) [EF] | $50K – $100K |
| Trust 7 ⇒ Vanguard Short-Term Corporate Bond ETF (VCSH) [EF] | $50K – $100K |
| Trust 1 ⇒ Vanguard FTSE Emerging Markets ETF (VWO) [EF] | $50K – $100K |
| Trust 8 ⇒ State Street Energy Select Sector SPDR ETF (XLE) [EF] C: Asset previously reported under former Trust 3 & Trust 4, both trusts terminated in 2025, and assets transferred to Trust 8 | $50K – $100K |
| Retirement Account 4 (401k) ⇒ Columbia Acorn International Class I (ACINX) [MF] | $15K – $50K |
| Trust 1 ⇒ Amazon.com, Inc. - Common Stock (AMZN) [ST] | $15K – $50K |
| Trust 1 ⇒ ASHTED GRP PLC S/ADR (ASHGY) [ST] | $15K – $50K |
| Trust 1 ⇒ BlackRock, Inc. Common Stock (BLK) [ST] | $15K – $50K |
| Trust 1 ⇒ Broadcom Inc. - Common Stock (AVGO) [ST] | $15K – $50K |
| Trust 1 ⇒ Cencora, Inc. Common Stock (COR) [ST] | $15K – $50K |
| Trust 1 ⇒ D.R. Horton, Inc. Common Stock (DHI) [ST] | $15K – $50K |
| Trust 1 ⇒ FullerThaler Behavioral Small-Cap Equity Fund R6 Shares (FTHFX) [MF] | $15K – $50K |
| Trust 1 ⇒ Johnson & Johnson Common Stock (JNJ) [ST] | $15K – $50K |
| Trust 1 ⇒ Meta Platforms, Inc. - Class A Common Stock (META) [ST] | $15K – $50K |
| Trust 1 ⇒ S&P Global Inc. Common Stock (SPGI) [ST] | $15K – $50K |
| Trust 1 ⇒ Thermo Fisher Scientific Inc Common Stock (TMO) [ST] | $15K – $50K |
| Trust 1 ⇒ Unilever PLC Common Stock (UL) [ST] | $15K – $50K |
| Trust 1 ⇒ Vanguard Intermediate-Term Tax-Exempt Fd Admiral Shs (VWIUX) [MF] | $15K – $50K |
| Trust 1 ⇒ | $15K – $50K |
| Trust 1 ⇒ Virtus KAR Small-Cap Core Fund R6 (VSCRX) [MF] | $15K – $50K |
| Trust 1 ⇒ Wells Fargo & Company Common Stock (WFC) [ST] | $15K – $50K |
| Trust 1 ⇒ Wells Fargo Secured Market Deposit Account (SMDA) [BA] | $15K – $50K |
| Trust 2 ⇒ Accenture plc Class A Ordinary Shares (ACN) [ST] | $15K – $50K |
| Trust 2 ⇒ Amazon.com, Inc. - Common Stock (AMZN) [ST] | $15K – $50K |
| Trust 2 ⇒ Arthur J. Gallagher & Co. Common Stock (AJG) [ST] | $15K – $50K |
| Trust 2 ⇒ ASHTED GRP PLC S/ADR (ASHGY) [ST] | $15K – $50K |
| Trust 2 ⇒ Cencora, Inc. Common Stock (COR) [ST] | $15K – $50K |
| Trust 2 ⇒ Chevron Corporation Common Stock (CVX) [ST] C: Inherited shares | $15K – $50K |
| Trust 2 ⇒ D.R. Horton, Inc. Common Stock (DHI) [ST] | $15K – $50K |
| Trust 2 ⇒ Exxon Mobil Corporation Common Stock (XOM) [ST] | $15K – $50K |
| Trust 2 ⇒ JP Morgan Chase & Co. Common Stock (JPM) [ST] | $15K – $50K |
| Trust 2 ⇒ Rockwell Automation, Inc. Common Stock (ROK) [ST] | $15K – $50K |
| Trust 2 ⇒ Southern Company (SO) [ST] C: Inherited shares | $15K – $50K |
| Trust 2 ⇒ Thermo Fisher Scientific Inc Common Stock (TMO) [ST] | $15K – $50K |
| Trust 2 ⇒ Unilever PLC Common Stock (UL) [ST] | $15K – $50K |
| Trust 2 ⇒ Wells Fargo & Company Common Stock (WFC) [ST] | $15K – $50K |
| Trust 7 ⇒ Alphabet Inc. - Class A Common Stock (GOOGL) [ST] | $15K – $50K |
| Trust 7 ⇒ Alphabet Inc. - Class C Capital Stock (GOOG) [ST] | $15K – $50K |
| Trust 7 ⇒ Amazon.com, Inc. - Common Stock (AMZN) [ST] | $15K – $50K |
| Trust 7 ⇒ American Beacon Ninety One Global Franchise Fund - | $15K – $50K |
| Trust 7 ⇒ Baillie Gifford Long Term Global Growth Fund - Institutional Class (BSGLX) [MF] | $15K – $50K |
| Trust 7 ⇒ Bank of America Corporation Common Stock (BAC) [ST] | $15K – $50K |
| Trust 7 ⇒ Cameco Corporation Common Stock (CCJ) [ST] | $15K – $50K |
| Trust 7 ⇒ Costco Wholesale Corporation - Common Stock (COST) [ST] | $15K – $50K |
| Trust 7 ⇒ Eaton Corporation, PLC Ordinary Shares (ETN) [ST] | $15K – $50K |
| Trust 7 ⇒ Mastercard Incorporated Common Stock (MA) [ST] | $15K – $50K |
| Trust 7 ⇒ Mondrian Global Equity Value Fund (MPGVX) [MF] | $15K – $50K |
| Trust 7 ⇒ PGIM Total Return Bond Fund Class R6 (PTRQX) [MF] | $15K – $50K |
| Trust 7 ⇒ PIMCO Mortgage Opportunities and Bond Fund Class INSTL (PMZIX) [MF] | $15K – $50K |
| Trust 7 ⇒ RTX Corporation Common Stock (RTX) [ST] | $15K – $50K |
| Trust 7 ⇒ Schwab Intermediate-Term U.S. Treasury ETF (SCHR) [EF] | $15K – $50K |
| Trust 7 ⇒ Schwab Small-Cap Index Fund-Select Shares (SWSSX) [MF] | $15K – $50K |
| Trust 7 ⇒ Thermo Fisher Scientific Inc Common Stock (TMO) [ST] | $15K – $50K |
| Trust 8 ⇒ Abbott Laboratories Common Stock (ABT) [ST] C: Asset previously reported under former Trust 3 & Trust 4, both trusts terminated in 2025, and assets transferred to Trust 8 | $15K – $50K |
| Trust 8 ⇒ Accenture plc Class A Ordinary Shares (ACN) [ST] C: Asset previously reported under former Trust 3 & Trust 4, both trusts terminated in 2025, and assets transferred to Trust 8. Transactions reported under separate Trusts 3 and 4 on Schedule B. | $15K – $50K |
| Trust 8 ⇒ Alphabet Inc. - Class A Common Stock (GOOGL) [ST] C: Asset previously reported under former Trust 3 & Trust 4, both trusts terminated in 2025, and assets transferred to Trust 8 | $15K – $50K |
| Trust 8 ⇒ Amazon.com, Inc. - Common Stock (AMZN) [ST] C: Asset previously reported under former Trust 3 & Trust 4, both trusts terminated in 2025, and assets transferred to Trust 8 | $15K – $50K |
| Trust 8 ⇒ Arthur J. Gallagher & Co. Common Stock (AJG) [ST] C: Asset previously reported under former Trust 3 & Trust 4, both trusts terminated in 2025, and assets transferred to Trust 8 | $15K – $50K |
| Trust 8 ⇒ ASHTED GRP PLC S/ADR (ASHGY) [ST] Transactions reported under separate Trusts #3 & #4 on Schedule B C: Mandatory Exchange 1:1 ASHTEAD GROUP PLC ADR for ASHTEAD GROUP PLC-UNSPON ADR (ASHTY) | $15K – $50K |
| Trust 8 ⇒ BlackRock, Inc. Common Stock (BLK) [ST] C: Asset previously reported under former Trust 3 & Trust 4, both trusts terminated in 2025, and assets transferred to Trust 8 | $15K – $50K |
| Trust 8 ⇒ Cencora, Inc. Common Stock (COR) [ST] | $15K – $50K |
| Trust 8 ⇒ D.R. Horton, Inc. Common Stock (DHI) [ST] C: Asset previously reported under former Trust 3 & Trust 4, both trusts terminated in 2025, and assets transferred to Trust 8 | $15K – $50K |
| Trust 8 ⇒ Encompass Health Corporation Common Stock (EHC) [ST] C: Asset previously reported under former Trust 3 & Trust 4, both trusts terminated in 2025, and assets transferred to Trust 8 | $15K – $50K |
| Trust 8 ⇒ Graco Inc. Common Stock (GGG) [ST] C: Asset previously reported under former Trust 3 & Trust 4, both trusts terminated in 2025, and assets transferred to Trust 8 | $15K – $50K |
| Trust 8 ⇒ Johnson & Johnson Common Stock (JNJ) [ST] C: Asset previously reported under former Trust 3 & Trust 4, both trusts terminated in 2025, and assets transferred to Trust 8 | $15K – $50K |
| Trust 8 ⇒ Procter & Gamble Company (PG) [ST] C: Asset previously reported under former Trust 3 & Trust 4, both trusts terminated in 2025, and assets transferred to Trust 8 | $15K – $50K |
| Trust 8 ⇒ Rockwell Automation, Inc. Common Stock (ROK) [ST] C: Asset previously reported under former Trust 3 & Trust 4, both trusts terminated in 2025, and assets transferred to Trust 8 | $15K – $50K |
| Trust 8 ⇒ S&P Global Inc. Common Stock (SPGI) [ST] C: Asset previously reported under former Trust 3 & Trust 4, both trusts terminated in 2025, and assets transferred to Trust 8 | $15K – $50K |
| Trust 8 ⇒ Thermo Fisher Scientific Inc Common Stock (TMO) [ST] C: Asset previously reported under former Trust 3 & Trust 4, both trusts terminated in 2025, and assets transferred to Trust 8. Transactions reported under separate Trusts 3 and 4 on Schedule B. | $15K – $50K |
| Trust 8 ⇒ Unilever PLC American Depositary Shares (UL) [ST] C: Asset previously reported under former Trust 3 & Trust 4, both trusts terminated in 2025, and assets transferred to Trust 8 | $15K – $50K |
| Trust 7 ⇒ iShares Gold Trust Shares of the iShares Gold Trust (IAU) [EF] | $15K – $50K |
| Trust 2 ⇒ iShares Core MSCI Emerging Markets ETF (IEMG) [EF] | $15K – $50K |
| Retirement Account 3 (IRA) ⇒ Vanguard Total International Stock ETF (VXUS) [EF] | $15K – $50K |
| Trust 7 ⇒ iShares Russell 2000 ETF (IWM) [EF] | $15K – $50K |
| Trust 7 ⇒ iShares Russell Mid-Cap ETF (IWR) [EF] | $15K – $50K |
| Trust 7 ⇒ JPMorgan Equity Premium Income ETF (JEPI) [EF] | $15K – $50K |
| Trust 7 ⇒ Vanguard Mid-Cap ETF (VO) [EF] | $15K – $50K |
| Trust 2 ⇒ SPDR Select Sector Fund - Energy Select Sector (XLE) [EF] | $15K – $50K |
| Trust 1 ⇒ SPDR Select Sector Fund - Energy Select Sector (XLE) [EF] | $15K – $50K |
| Retirement Account 3 (IRA) ⇒ Secured Market Deposit Account [BA] | $1K – $15K |
| Bank Account 1 [BA] | $1K – $15K |
| Rental Property 2 [RP] | $1K – $15K |
| LLC for Shared Family Cabin ⇒ Wells Fargo - Checking [BA] | $1K – $15K |
| Retirement Account 2 (401k) ⇒ Vanguard Money Market Reserves Federal Money Market Fund (VMFXX) [MF] | $1K – $15K |
| Retirement Account 6 (IRA) ⇒ Charles Schwab Premier Bank [BA] | $1K – $15K |
| Trust 1 ⇒ Accenture plc Class A Ordinary Shares (ACN) [ST] | $1K – $15K |
| Trust 1 ⇒ Arthur J. Gallagher & Co. Common Stock (AJG) [ST] | $1K – $15K |
| Trust 1 ⇒ Illinois Tool Works Inc. Common Stock (ITW) [ST] | $1K – $15K |
| Trust 1 ⇒ Rockwell Automation, Inc. Common Stock (ROK) [ST] | $1K – $15K |
| Trust 2 ⇒ Illinois Tool Works Inc. Common Stock (ITW) [ST] | $1K – $15K |
| Trust 2 ⇒ Solstice Advanced Materials Inc. - Common Stock (SOLS) [ST] C: Asset acquired through a Honeywell International Inc (HON) spinoff. | $1K – $15K |
| Trust 2 ⇒ The Magnum Ice Cream Company N.V. Ordinary Shares (MICC) [ST] | $1K – $15K |
| Trust 2 ⇒ | $1K – $15K |
| Trust 2 ⇒ Vanguard Short-Term Treasury ETF (VGSH) [EF] | $1K – $15K |
| Trust 7 ⇒ Accenture plc Class A Ordinary Shares (ACN) [ST] | $1K – $15K |
| Trust 7 ⇒ Chipotle Mexican Grill, Inc. Common Stock (CMG) [ST] | $1K – $15K |
| Trust 7 ⇒ Comcast Corporation - Class A Common Stock (CMCSA) [ST] | $1K – $15K |
| Trust 7 ⇒ Danaher Corporation Common Stock (DHR) [ST] | $1K – $15K |
| Trust 7 ⇒ Guggenheim Total Return Bond Fund- Institutional Class (GIBIX) [MF] | $1K – $15K |
| Trust 7 ⇒ Home Depot, Inc. (HD) [ST] | $1K – $15K |
| Trust 7 ⇒ Procter & Gamble Company (PG) [ST] | $1K – $15K |
| Trust 7 ⇒ Schwab Treasury Obligations Money Fund - Investor Shares (SNOXX) [MF] | $1K – $15K |
| Trust 7 ⇒ Schwab Trust Bank (Sweep Account) [BA] | $1K – $15K |
| Trust 7 ⇒ Veralto Corp Common Stock (VLTO) [ST] | $1K – $15K |
| Trust 8 ⇒ PepsiCo, Inc. - Common Stock (PEP) [ST] C: Asset previously reported under former Trust 3 & Trust 4, both trusts terminated in 2025, and assets transferred to Trust 8 | $1K – $15K |
| Trust 8 ⇒ The Magnum Ice Cream Company N.V. Ordinary Shares (MICC) [ST] | $1K – $15K |
| Trust 8 ⇒ Valvoline Inc. Common Stock (VVV) [ST] C: Asset previously reported under former Trust 3 & Trust 4, both trusts terminated in 2025, and assets transferred to Trust 8 | $1K – $15K |
| Retirement Account 3 (IRA) ⇒ Vanguard FTSE Emerging Markets ETF (VWO) [EF] | $1K – $15K |
| Retirement Account 3 (IRA) ⇒ Tortoise Energy Infrastructure Total Return Fund - Institutional Class (TORIX) [MF] | $1K – $15K |
| Retirement Account 3 (IRA) ⇒ SPDR Select Sector Fund - Energy Select Sector (XLE) [EF] | $1K – $15K |
| Retirement Account 3 (IRA) ⇒ iShares S&P 500 Value ETF (IVE) [EF] | $1K – $15K |
| Retirement Account 3 (IRA) ⇒ iShares Core S&P Small-Cap ETF (IJR) [EF] | $1K – $15K |
| Trust 7 ⇒ Vanguard Real Estate ETF (VNQ) [EF] | $1K – $15K |
| Retirement Account 4 (401k) ⇒ Vanguard 500 Index Fd Admiral Shs (VFIAX) [MF] | Not specified |
| Retirement Account 4 (401k) ⇒ Vanguard Mid-Cap Index Fund Admiral Shares (VIMAX) [MF] | Not specified |
| Retirement Account 4 (401k) ⇒ Vanguard Small Cap Index Fd Admiral Shs (VSMAX) [MF] | Not specified |
| Trust 1 ⇒ Allspring Government Money Market Fund - Select (WFFXX) [MF] | Not specified |
| Trust 1 ⇒ CACI International, Inc. Class A Common Stock (CACI) [ST] | Not specified |
| Trust 1 ⇒ Diageo plc Common Stock (DEO) [ST] | Not specified |
| Trust 1 ⇒ ResMed Inc. Common Stock (RMD) [ST] | Not specified |
| Trust 1 ⇒ United Parcel Service, Inc. Common Stock (UPS) [ST] | Not specified |
| Trust 1 ⇒ Vanguard Short-Term Treasury ETF (VGSH) [EF] | Not specified |
| Trust 1 ⇒ Zebra Technologies Corporation - Class A Common Stock (ZBRA) [ST] | Not specified |
| Trust 2 ⇒ Allspring Government Money Market Fund - Select (WFFXX) [MF] | Not specified |
| Trust 2 ⇒ CACI International, Inc. Class A Common Stock (CACI) [ST] | Not specified |
| Trust 2 ⇒ Diageo plc Common Stock (DEO) [ST] | Not specified |
| Trust 2 ⇒ ResMed Inc. Common Stock (RMD) [ST] | Not specified |
| Trust 2 ⇒ | Not specified |
| Trust 2 ⇒ United Parcel Service, Inc. Common Stock (UPS) [ST] | Not specified |
| Trust 2 ⇒ Verizon Communications Inc. Common Stock (VZ) [ST] | Not specified |
| Trust 2 ⇒ Zebra Technologies Corporation - Class A Common Stock (ZBRA) [ST] | Not specified |
| Trust 8 ⇒ Allspring Government Money Market Fund - Select | Not specified |
| Trust 8 ⇒ | Not specified |
| Mastercard Incorporated Common Stock (MA) [ST] C: Asset previously reported under former Trust 3 & Trust 4, both trusts terminated in 2025, and assets transferred to Trust 8 | Not specified |
| Trust 8 ⇒ Nike, Inc. Common Stock (NKE) [ST] C: Sold all shares in 2025; Asset previously reported under former Trust 3 & Trust 4, both trusts terminated in 2025; all shares sold in 2025 before Trusts 3 & 4 terminated and assets transferred to Trust 8; sales listed on Schedule B under Trust 3 & Trust 4 transactions | Not specified |
| Trust 8 ⇒ ResMed Inc. Common Stock (RMD) [ST] C: Sold all shares in 2025; Asset previously reported under former Trust 3 & Trust 4, both trusts terminated in 2025; all shares sold in 2025 before Trusts 3 & 4 terminated and assets transferred to Trust 8; sales listed on Schedule B under Trust 3 & Trust 4 transactions | Not specified |
| Trust 8 ⇒ WEX Inc. common stock (WEX) [ST] C: Sold all shares in 2025; Asset previously reported under former Trust 3 & Trust 4, both trusts terminated in 2025, and assets | Not specified |
| Trust 8 ⇒ Zebra Technologies Corporation - Class A Common Stock (ZBRA) [ST] C: Sold all shares in 2025; Asset previously reported under former Trust 3 & Trust 4, both trusts terminated in 2025, and assets tranferred to Trust 8. Sales listed on Schedule B under Trust 3 & Trust 4 transactions. . | Not specified |
| Trust 1 ⇒ iShares Core S&P Small-Cap ETF (IJR) [EF] | Not specified |
| Retirement Account 3 (IRA) ⇒ BlackRock Liquidity Funds T-Fund - Institutional (TSTXX) [MF] | Not specified |
| State Street SPDR S&P Dividend ETF (SDY) [EF] C: Inherited shares and sold same in 2025 | Not specified |