| owner | ticker | location | asset name | asset type | row number | description | income type | value range | income range | asset subtype |
|---|
| JT | — | — | Burke & Herbert CD | BA | 1 | CD purchased in 2023 | Interest | $50,001 - $100,000 | $201 - $1,000 | — |
| JT | — | — | Burke & Herbert Don | BA | 2 | I pay all of our bills, and receive my paycheck, in this account. Myriad transactions over $1,000. | None | $1,001 - $15,000 | — | — |
| JT | — | — | Burke & Herbert Megan | BA | 3 | Megan's checking account -- myriad transactions in and out. | None | $15,001 - $50,000 | — | — |
| JT | — | — | Truist #2891 | BA | 4 | personal bank account, used to escrow funds for quarterly tax payments | None | $100,001 - $250,000 | — | — |
| JT | — | — | Truist #8270 | BA | 5 | personal bank account, primarily for real estate income | None | $15,001 - $50,000 | — | — |
| JT | — | — | Truist #Megan | BA | 6 | personal account for spouse's payroll income | None | $100,001 - $250,000 | — | — |
| JT | — | — | Truist CD #45168 | BA | 7 | purchase on May 20, 2024; 4.00% | Interest | $100,001 - $250,000 | $5,001 - $15,000 | — |
| JT | — | — | Vanguard Money Market Reserves Federal Money Market Fund (VMFXX) | BA | 8 | 2024 purchase- see Schedule B | Interest | $15,001 - $50,000 | $201 - $1,000 | — |
| SP | — | — | Clearbridge Special Inv Tr C (LMASX) | MF | 9 | Clearbridge Special InvTr C (LMASX) -- a mutual fund -- this represents 100% of the investments in this IRA. 7,760.004 shares; This is my wife's IRA, from her days as a reporter for Media General in the 1980's. She has no control over the investments. | Tax-Deferred | $250,001 - $500,000 | — | — |
| JT | — | — | Pioneer Core Equity Fund A | MF | 10 | PIOTX 9,265.837 shares IRA! Shares purchased in the early 1980s -- held for more than 40 years. | Tax-Deferred | $250,001 - $500,000 | — | — |
| JT | — | Talbot County, MD, US | 105 S Morris Street, Oxford Md | RP | 11 | second home, Town of Oxford, Talbot County, Maryland; No rent in 2014, 2015,2016 | None | $1,000,001 - $5,000,000 | — | — |
| JT | — | Falls Church City, VA, US | Beyer 1 LLC | RP | 12 | 9.00% share of LLC interest; rental property, 1231 West Broad Street, Falls Church, VA 22046; lessee is Don Beyer Motors Inc. | Rent | $1,000,001 - $5,000,000 | $15,001 - $50,000 | — |
| JT | — | Falls Church City, VA, US | Broad Street LLC | RP | 13 | 50% share of LLC interest; rental property, 1123 and 1125 West Broad Street, Falls Church, VA 22046; lessee is Don Beyer Motors Inc | Rent | $1,000,001 - $5,000,000 | $50,001 - $100,000 | — |
| JT | — | Falls Church, VA, US | Brotherly Love LLC | RP | 14 | — | Rent | $1,000,001 - $5,000,000 | $50,001 - $100,000 | — |
| JT | — | Fairfax County, VA, US | Brotherly Love LLC | RP | 15 | The residual assets of the family business after sale to my brother, including property at 7049 Leesburg Pike, Falls Church, VA. | Rent | $1,000,001 - $5,000,000 | $50,001 - $100,000 | — |
| JT | — | Falls Church, VA, US | Love's Wasteland LLC | RP | 16 | new Volvo showroom Broad Street Falls Church VA; this is total asset value, NOT net of the two mortgages | Rent | $5,000,001 - $25,000,000 | $50,001 - $100,000 | — |
| JT | — | Fairfax County, VA, US | Old Brown LLC | RP | 17 | 40% share of LLC interest; rental property, 7416 Richmond Highway, Alexandria, Virginia 22306; lessee is Gum Springs LLC | Rent | $5,000,001 - $25,000,000 | $100,001 - $1,000,000 | — |
| JT | — | Loudoun, VA, US | Pacific Boulevard LLC | RP | 18 | 50% share of LLC interest; rental property, Dulles, Virginia; lessee is Prospect Hill LLC | Rent | $5,000,001 - $25,000,000 | $100,001 - $1,000,000 | — |
| JT | — | Prince William County, VA, US | Pownal LLC | RP | 19 | 40% share of LLC interest; 4.5 acres of undeveloped land, wooded, situated along Route 29-211, in Gainesville, Virginia, Prince William County. 14921 Lee Highway, Gainesville, Virginia. Purchased with the intent of building an auto dealership on the land. | Dividends | $1,000,001 - $5,000,000 | None | — |
| JT | — | Falls Church City, VA, US | Quonset Hut LLC | RP | 20 | Brotherly Love LLC owns 55% of LLC shares of Quonset Hut LLC; Amazing Appreciation LLC owns 22.5% of Quonset Hut LLC. Rental property, 1117 West Broad Street, Falls Church, VA 22046; Don Beyer Motors is lessee of Quonset Hut | Rent | $5,000,001 - $25,000,000 | None | — |
| JT | — | Alexandria City, VA, US | Swallow LLC | RP | 21 | 40% share of LLC interest; rental property, Alexandria, Virginia; lessee is The Great Experiment LLC | Rent | $5,000,001 - $25,000,000 | $15,001 - $50,000 | — |
| JT | — | Falls Church, VA, US | The Sting LLC | RP | 22 | purchase of land and building at 1243 West Broad Street, Falls Church, Virginia 22046; We have virtually no equity in this property, which is why the Value of the Asset is so minimal. We financed 100% of the purchase price. | Rent | $1,000,001 - $5,000,000 | $15,001 - $50,000 | — |
| JT | — | Falls Church City, VA, US | Wild Leap LLC | RP | 23 | 50% share of LLC interest; rental property; lessee is Smokey's Garage LLC | Rent | $1,000,001 - $5,000,000 | $15,001 - $50,000 | — |
| JT | — | — | Aiken Cnty SC Cons Sch 4.00% 04/01/37 | GS | 24 | 2024 purchase- see Schedule B | Interest | $15,001 - $50,000 | $201 - $1,000 | — |
| JT | — | — | Ariel Appreciation | MF | 25 | 167.692 shares | Capital Gains, Dividends | $15,001 - $50,000 | $201 - $1,000 | — |
| JT | — | — | Blackrock Liq FDS FedFund TFDXX | CS | 26 | liquid investments in Blackrock Liq FDS FedFunds; Many transactions in and out during 2023, but I am informed that since this is just a cash clearing account, the individual transactions do not have to posted. | Interest | $250,001 - $500,000 | $15,001 - $50,000 | — |
| JT | — | — | California St Go BDS 4.00% 08/01/36 | GS | 27 | inexplicably omitted from 2025 financial disclosure. My records indicate I owned at by 12/31/24. Sorry! | Interest | $15,001 - $50,000 | $201 - $1,000 | — |
| JT | — | — | CCT Thematic Equity Fund (THMEX) | MF | 28 | — | Dividends, Interest | $250,001 - $500,000 | $5,001 - $15,000 | — |
| JT | — | — | Chicago Ill OHare 4.00% 01/01/36 | GS | 29 | 2024 purchase- see Schedule B | Interest | $15,001 - $50,000 | $1,001 - $2,500 | — |
| JT | — | — | Clark Cnty Nev Limited 3.00% 06/01/37 | GS | 30 | — | Interest | $15,001 - $50,000 | $201 - $1,000 | — |
| JT | — | — | Clark Cnty Nev Sch 4.00% 06/15/37 | GS | 31 | 2024 purchase- see Schedule B | Interest | $15,001 - $50,000 | $1,001 - $2,500 | — |
| JT | — | — | Clark Cnty Nev Sch Dist 5.99% 6/15/35 | GS | 32 | purchase in 2025 | Interest | $15,001 - $50,000 | $1,001 - $2,500 | — |
| JT | — | — | Connecticut St Spl Tax 5.00% 01/01/37 | GS | 33 | purchase in 2025 | Interest | $15,001 - $50,000 | $1,001 - $2,500 | — |
| JT | — | — | Delaware Valley Pa 4.00% 03/01/33 | GS | 34 | 2024 purchase- see Schedule B | Interest | $15,001 - $50,000 | $1,001 - $2,500 | — |
| JT | — | — | Demosphere Inc | PS | 35 | I had written this off as worthless in earlier years, but a recent sale of the company actually yielded some value! | None | $50,001 - $100,000 | — | — |
| JT | — | — | Des Moines Iowa GO Bds 2.00% 06/01/33 | GS | 36 | 30,000 units; CUSIP 25009XSP1 | Interest | $15,001 - $50,000 | $201 - $1,000 | — |
| JT | — | — | Fairfax Cnt VA Indl Dev Auth 5.00% 5/15/3030 | GS | 37 | purchase in 2025 | Interest | $50,001 - $100,000 | $1,001 - $2,500 | — |
| JT | — | — | Fidelity 500 Index Fund (FXAIX) | MF | 38 | 2024 purchase- see Schedule B | Dividends | $250,001 - $500,000 | $5,001 - $15,000 | — |
| JT | — | — | Fidelity Balanced Fund (FBALX) | MF | 39 | 2024 purchase- see Schedule B | Dividends | $250,001 - $500,000 | $5,001 - $15,000 | — |
| JT | — | — | Fidelity Government Money Market Fund (SPAXX) | MF | 40 | — | Interest | $1,001 - $15,000 | $1 - $200 | — |
| JT | — | — | Fidelity Growth Discovery Fund (FDSVX) | MF | 41 | 2024 purchase- see Schedule B | Dividends | $250,001 - $500,000 | $5,001 - $15,000 | — |
| JT | — | — | Fidelity Investment Grade Bond Fund (FBNDX) | MF | 42 | 2024 purchase- see Schedule B | Dividends | $15,001 - $50,000 | $5,001 - $15,000 | — |
| JT | — | — | Fidelity Select Insurance Portfolio (FSPCX) | MF | 43 | 2024 purchase- see Schedule B | Dividends | $15,001 - $50,000 | $5,001 - $15,000 | — |
| JT | — | — | Fidelity Select Semiconductors Portfolio (FSELX) | MF | 44 | 2024 purchase- see Schedule B | Dividends | $250,001 - $500,000 | $5,001 - $15,000 | — |
| JT | — | — | Fontana Calif Uni Sch 3.00% 08/01/38 | GS | 45 | — | Interest | $1,001 - $15,000 | $201 - $1,000 | — |
| JT | — | — | FSU Finl Assistance Inc FLA Ed Rev 5.00% | GS | 46 | 50,000 units FSU Finl Assistance Inc FLA Ed Rev; CUSIP: 302644FN4 | Interest | $50,001 - $100,000 | $1,001 - $2,500 | — |
| JT | — | — | Hanover Insurance Group Inc (THG) | ST | 47 | 28 Shares | Dividends | $1,001 - $15,000 | $1 - $200 | — |
| JT | — | — | Illinois St Toll Hwy 5.00% 12/01/32 | GS | 48 | purchase in 2025 | Interest | $50,001 - $100,000 | $2,501 - $5,000 | — |
| JT | — | — | Jefferson Cnt KY 4.00% 09/01/36 | GS | 49 | 2024 purchase- see Schedule B | Interest | $15,001 - $50,000 | $1,001 - $2,500 | — |
| JT | — | — | King Cnty Wash Ltd Go Ref 4.00% 12/01/32 | GS | 50 | 35,000 shares; CUSIP: 49474FPF1 | Interest | $15,001 - $50,000 | $1,001 - $2,500 | — |
| JT | — | — | Long Is Pwr Auth NY 5.00% 09/01/37 | GS | 51 | 2024 purchase- see Schedule B | Interest | $15,001 - $50,000 | $1,001 - $2,500 | — |
| JT | — | — | Maine St Hsg Auth Mtg 3.65% 11/15/30 | GS | 52 | 2024 purchase- see Schedule B | Interest | $15,001 - $50,000 | $201 - $1,000 | — |
| JT | — | — | Maryland St Health & Hghr Ed 07/010/45 | GS | 53 | purchase in 2025 | Interest | $50,001 - $100,000 | $1,001 - $2,500 | — |
| JT | — | — | Massachusetts St GO BDS 5.00% 09/01/37 | GS | 54 | — | Interest | $15,001 - $50,000 | $1,001 - $2,500 | — |
| JT | — | — | Metropolitan Wash DC 5.00% 10/01/31 | GS | 55 | 2024 purchase- see Schedule B | Interest | $15,001 - $50,000 | $201 - $1,000 | — |
| JT | — | — | New Jersey St 5.00% 6/15/33 | GS | 56 | see Schedule B | Interest | $15,001 - $50,000 | $1,001 - $2,500 | — |
| JT | — | — | New York St Dorm Auth 5.00% 2/15/35 | GS | 57 | purchase in 2025 | Interest | $50,001 - $100,000 | $2,501 - $5,000 | — |
| JT | — | — | North Allegheny PA Sch Dist Go Bds 5.00% 05/01/30 | GS | 58 | 50,000 units North Allegheny PA Sch Dist Go Bds; CUSIP: 656678UL1 | Interest | $50,001 - $100,000 | $1,001 - $2,500 | — |
| JT | — | — | North Carolina Tpk 4.00% 01/01/33 | GS | 59 | 2024 purchase- see Schedule B | Interest | $15,001 - $50,000 | $1,001 - $2,500 | — |
| JT | — | — | North Las Vegas Nev 4.00% 06/01/36 | GS | 60 | 2024 purchase- see Schedule B | Interest | $15,001 - $50,000 | $1,001 - $2,500 | — |
| JT | — | — | Oregon St Hsg & Cmnty Var 01/010/48 | GS | 61 | 2024 purchase- see Schedule B | Interest | $15,001 - $50,000 | $1,001 - $2,500 | — |
| JT | — | — | Pershing Government Account | BA | 62 | — | None | $1 - $1,000 | — | — |
| JT | — | — | Pittsburgh Pa Sch 3.00% 09/01/33 | GS | 63 | 30,000 units; CUSIP 725277RA7 | Interest | $15,001 - $50,000 | $201 - $1,000 | — |
| JT | — | — | Regional Trans Dist Colo 5.00% 06/01/29 | GS | 64 | purchase in 2025 | Interest | $15,001 - $50,000 | $201 - $1,000 | — |
| JT | — | — | SPDR S&P 500 (SPY) | ST | 65 | One time purchase in 2022 after selling all individual stocks -- will not show up on Schedule B because mutual fund transactions are not required to be reported.; detailed as CCT Thematic Equity Fund on Chevy Chase Trust statements | None | $500,001 - $1,000,000 | — | — |
| JT | — | — | St John Baptist Parish La Rev 06/01/37 | GS | 66 | purchase in 2025 | Interest | $50,001 - $100,000 | $1,001 - $2,500 | — |
| JT | — | — | University Wash Univ Revs 4.00% 12/01/33 | GS | 67 | purchase in 2025 | Interest | $15,001 - $50,000 | $1,001 - $2,500 | — |
| JT | — | — | Vanguard Consumer Discretionary Index Fund Admiral Shs (VCDAX) | MF | 68 | 2024 purchase- see Schedule B | Dividends | $100,001 - $250,000 | $5,001 - $15,000 | — |
| JT | — | — | Vanguard Consumer Staples Index Fd Admiral Shs (VCSAX) | MF | 69 | 2024 purchase- see Schedule B | Dividends | $100,001 - $250,000 | $5,001 - $15,000 | — |
| JT | — | — | Vanguard Diversified Equity Fund Investor Shares (VDEQX) | MF | 70 | 2024 purchase- see Schedule B | Dividends | $250,001 - $500,000 | $5,001 - $15,000 | — |
| JT | — | — | Vanguard Equity Income Fund Admiral Shares (VEIRX) | MF | 71 | 2024 purchase- see Schedule B | Dividends | $50,001 - $100,000 | $5,001 - $15,000 | — |
| JT | — | — | Vanguard Specialized Portfolios Energy Fund (VGENX) | MF | 72 | 2024 purchase- see Schedule B | Dividends | $15,001 - $50,000 | $5,001 - $15,000 | — |
| JT | — | — | Vanguard VFIAX | MF | 73 | transactions on mutual funds are not disclosed on Schedule B?? | Dividends | $250,001 - $500,000 | $2,501 - $5,000 | — |
| JT | — | — | Vanguard VTSAX | MF | 74 | mutual fund transactions not required to be listed on Schedule B? | Dividends | $15,001 - $50,000 | $201 - $1,000 | — |
| JT | — | — | Virginia Comwlth Transn Brd Tr Cap 5.00% 05/15/33 | GS | 75 | 25,000 shares; CUSIP: 927793E39 | Interest | $15,001 - $50,000 | $1,001 - $2,500 | — |
| JT | — | — | Virginia Retirement System | PE | 76 | $35,462.22 at 12/31/2020; There have been no distributions from this retirement account, ever. | Tax-Deferred | $15,001 - $50,000 | — | — |
| JT | — | — | Virginia St Hsg Dev 3.4% 07/01/29 | GS | 77 | purchase in 2024 -- see schedule B | Interest | $15,001 - $50,000 | $1,001 - $2,500 | — |
| JT | — | — | Virginia St Hsg Dev 3.5% 07/01/30 | GS | 78 | see Schedule B | Interest | $15,001 - $50,000 | $1,001 - $2,500 | — |
| JT | — | — | Virginia St Hsg Dev 3.65% 04/01/33 | GS | 79 | 2024 purchase- see Schedule B | Interest | $15,001 - $50,000 | $201 - $1,000 | — |
| JT | — | — | Virginia St Pub Bldg 4.00% 08/01/38 | GS | 80 | purchase in 2025 | Interest | $50,001 - $100,000 | $1,001 - $2,500 | — |
| JT | — | — | Washington St Mtr Veh 5.00% 06/01/35 | GS | 81 | purchase in 2025 | Interest | $15,001 - $50,000 | $1,001 - $2,500 | — |
| JT | — | — | Washington St Various 5.00% 08/01/30 | GS | 82 | purchase in 2025 | Interest | $50,001 - $100,000 | $2,501 - $5,000 | — |
| JT | — | — | Wells Fargo | BA | 83 | — | None | $1,001 - $15,000 | — | — |
| JT | — | — | Wise County Virginia Indl 11/01/2040 | GS | 84 | 25,000 shares; CUSIP: 977228AD7 | Interest | $15,001 - $50,000 | $201 - $1,000 | — |
