Pia Dandiya — 2025 financial disclosure
Amendment status is not available for House filings. A filing listed here may since have been amended.
House filings are read from the House Clerk's PDF. On a candidate or new-filer report the income amounts print in two columns — current year to filing, and preceding year — and neither is shown here, because neither is the reporting period; the source document linked on this page has both. A row marked parse_unreliable may be misread; the source document is authoritative for it.
| Report type | Amendment |
| Filing year | 2025 |
| Chamber | house |
| Morgan Stanley Bank Accounts | $100,001 - $250,000 · Interest |
| BlackRock LifePath Index 2055 Port Inv A Shs (LIVAX) | $50,001 - $100,000 · Tax-Deferred |
| Fidelity Government Money Market Fund: Capital Reserves Class (FZAXX) | $1 - $1,000 · Dividends, Interest |
| Schwab U.S. Large-Cap ETF (SCHX) | None · Capital Gains, Dividends |
| Schwab U.S. Small-Cap ETF (SCHA) | $1 - $1,000 · Capital Gains, Dividends |
| SPDR Portfolio Developed World ex-US ETF (SPDW) | $1,001 - $15,000 · Capital Gains |
| SPDR Portfolio Emerging Markets ETF (SPEM) | $1 - $1,000 · Capital Gains |
| SPDR Portfolio S&P 500 ETF (SPLG) | $1,001 - $15,000 · Capital Gains |
| Vanguard Mid-Cap ETF (VO) | $1 - $1,000 · Capital Gains, Dividends |
| SPDR Portfolio Developed World ex-US ETF (SPDW) | $1,001 - $15,000 · None |
| SPDR Portfolio S&P 500 ETF (SPLG) | $1,001 - $15,000 · None |
| Roivant Sciences Ltd. - Common Shares (ROIV) | None · Capital Gains |
| Roivant Sciences Ltd. - Common Shares (ROIV) | None · Capital Gains |
| Roivant Sciences Stock | $50,001 - $100,000 · None |
| Roivant Sciences Stock | $15,001 - $50,000 · None |
| Roivant Sciences Stock | $100,001 - $250,000 · None |
| Roivant Sciences Stock | $250,001 - $500,000 · None |
| Roivant Sciences Stock | $250,001 - $500,000 · None |
| Roivant Sciences Stock | $500,001 - $1,000,000 · None |
| Roivant Sciences Stock | $1,000,001 - $5,000,000 · None |
| Fidelity Advisor 529 Growth Opportunities Portfolio: Class I (FQJIX) | $100,001 - $250,000 · Tax-Deferred |
| Fidelity Government Money Market Fund (SPAXX) | $500,001 - $1,000,000 · Dividends |
| Fidelity Advisor Biotechnology Cl A (FBTAX) | $1,001 - $15,000 · Tax-Deferred |
| Invesco QQQ Trust, Series 1 (QQQ) | $50,001 - $100,000 · Tax-Deferred |
| SPDR Gold Shares (GLD) | $1,001 - $15,000 · Tax-Deferred |
| SPDR S&P 500 (SPY) | $50,001 - $100,000 · Tax-Deferred |
| Green Leaf Fund V LP REIT | $100,001 - $250,000 · Interest, Partner distribution |
| Fourier | $1,001 - $15,000 · None |
| Loft Orbital | $1,001 - $15,000 · None |
| MultiOn | $1,001 - $15,000 · None |
| Volley | $1,001 - $15,000 · None |
| Capstone Logistics | $1,001 - $15,000 · Dividends |
| BioVectra | None · Capital Gains, Dividends |
| ConForms | $1,001 - $15,000 · None |
| DGS | None · Capital Gains |
| Troy Gastro | $1,001 - $15,000 · None |
| SiteTracker | $1,001 - $15,000 · None |
| Leiters | $1,001 - $15,000 · Interest |
| Nevakar | $1,001 - $15,000 · Interest |
| Clarify Medical | $1,001 - $15,000 · Capital Gains, Dividends, Interest |
| … | 163 more assets: every one is in the complete record on this filing's page |
The complete record
| party | — |
| state | FL |
| office | Representative, FL-21 |
| source | HOUSE_CLERK_FD |
| chamber | house |
| filing id | house-fd-10076291 |
| report url | https://disclosures-clerk.house.gov/public_disc/financial-pdfs/2025/10076291.pdf |
| scraped at | 2026-09-20T18:57:57.890Z |
| asset count | 203 |
| bioguide id | — |
| filing date | 2026-05-05 |
| filing year | 2025 |
| member last | Dandiya |
| member name | Pia Dandiya |
| report type | Amendment |
| member first | Pia |
| content parsed | true |
| report subtype | Amendment Report |
| state district | 21 |
| liability count | 0 |
assets (203)
| owner | ticker | location | asset name | asset type | row number | description | income type | value range | income range | asset subtype |
|---|---|---|---|---|---|---|---|---|---|---|
| — | — | — | Morgan Stanley Bank Accounts | BA | 1 | — | Interest | $100,001 - $250,000 | — | — |
| — | — | — | BlackRock LifePath Index 2055 Port Inv A Shs (LIVAX) | MF | 2 | — | Tax-Deferred | $50,001 - $100,000 | — | — |
| JT | — | — | Fidelity Government Money Market Fund: Capital Reserves Class (FZAXX) | MF | 3 | — | Dividends, Interest | $1 - $1,000 | — | — |
| SP | — | — | Schwab U.S. Large-Cap ETF (SCHX) | EF | 4 | — | Capital Gains, Dividends | None | — | — |
| SP | — | — | Schwab U.S. Small-Cap ETF (SCHA) | EF | 5 | — | Capital Gains, Dividends | $1 - $1,000 | — | — |
| SP | — | — | SPDR Portfolio Developed World ex-US ETF (SPDW) | EF | 6 | — | Capital Gains | $1,001 - $15,000 | — | — |
| SP | — | — | SPDR Portfolio Emerging Markets ETF (SPEM) | EF | 7 | — | Capital Gains | $1 - $1,000 | — | — |
| SP | — | — | SPDR Portfolio S&P 500 ETF (SPLG) | EF | 8 | — | Capital Gains | $1,001 - $15,000 | — | — |
| SP | — | — | Vanguard Mid-Cap ETF (VO) | EF | 9 | — | Capital Gains, Dividends | $1 - $1,000 | — | — |
| SP | — | — | SPDR Portfolio Developed World ex-US ETF (SPDW) | EF | 10 | — | None | $1,001 - $15,000 | — | — |
| SP | — | — | SPDR Portfolio S&P 500 ETF (SPLG) | EF | 11 | — | None | $1,001 - $15,000 | — | — |
| SP | — | — | Roivant Sciences Ltd. - Common Shares (ROIV) | ST | 12 | — | Capital Gains | None | — | — |
| SP | — | — | Roivant Sciences Ltd. - Common Shares (ROIV) | ST | 13 | — | Capital Gains | None | — | — |
| SP | — | — | Roivant Sciences Stock | OP | 14 | Exercise price: 8.80; Expiration: 4/19/2033 | None | $50,001 - $100,000 | — | — |
| SP | — | — | Roivant Sciences Stock | OP | 15 | Exercise price: 10.60; Expiration: 4/21/2034 | None | $15,001 - $50,000 | — | — |
| SP | — | — | Roivant Sciences Stock | OP | 16 | Exercise price: 10.04; Expiration: 4/20/2035 | None | $100,001 - $250,000 | — | — |
| SP | — | — | Roivant Sciences Stock | RS | 17 | — | None | $250,001 - $500,000 | — | — |
| SP | — | — | Roivant Sciences Stock | RS | 18 | — | None | $250,001 - $500,000 | — | — |
| SP | — | — | Roivant Sciences Stock | RS | 19 | — | None | $500,001 - $1,000,000 | — | — |
| SP | — | — | Roivant Sciences Stock | RS | 20 | — | None | $1,000,001 - $5,000,000 | — | — |
| DC | — | — | Fidelity Advisor 529 Growth Opportunities Portfolio: Class I (FQJIX) | MF | 21 | — | Tax-Deferred | $100,001 - $250,000 | — | — |
| — | — | — | Fidelity Government Money Market Fund (SPAXX) | MF | 22 | — | Dividends | $500,001 - $1,000,000 | — | — |
| — | — | — | Fidelity Advisor Biotechnology Cl A (FBTAX) | MF | 23 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Invesco QQQ Trust, Series 1 (QQQ) | EF | 24 | — | Tax-Deferred | $50,001 - $100,000 | — | — |
| — | — | — | SPDR Gold Shares (GLD) | EF | 25 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | SPDR S&P 500 (SPY) | EF | 26 | — | Tax-Deferred | $50,001 - $100,000 | — | — |
| JT | — | — | Green Leaf Fund V LP REIT | RE | 27 | REIT qualifies as an EIF under four-part test. | Interest, Partner distribution | $100,001 - $250,000 | — | — |
| — | — | Palo Alto, CA, US | Fourier | OL | 28 | Builds modular, fully automated electrolyzers aimed at making on-site hydrogen production accessible and efficient across a wide range of scales and operating loads. 2025 value based on 2024 K-1. | None | $1,001 - $15,000 | — | — |
| — | — | San Francisco, CA, US | Loft Orbital | OL | 29 | “Space Made Simple” satellite infrastructure company that helps customers rapidly deploy and operate payloads on high-performance satellites, handling much of the spacecraft complexity for them. 2025 value based on 2024 K-1. | None | $1,001 - $15,000 | — | — |
| — | — | Stanford, CA, US | MultiOn | OL | 30 | Develops AI “agents” that can take actions on a user’s behalf across software and workflows, positioning itself around “parallelization” of digital work. 2025 value based on 2024 K-1. | None | $1,001 - $15,000 | — | — |
| — | — | San Francisco, CA, US | Volley | OL | 31 | Game studio focused on voice-controlled and AI-enabled games for platforms like Alexa and connected devices, with popular trivia and game-show style titles. 2025 value based on 2024 K-1. | None | $1,001 - $15,000 | — | — |
| SP | — | Peachtree Corner, GA, US | Capstone Logistics | OL | 32 | Provides outsourced supply chain solutions including warehouse management and freight logistics services. | Dividends | $1,001 - $15,000 | — | — |
| SP | — | Charlottetown, CA | BioVectra | OL | 33 | CDMO providing biologics and small molecule manufacturing from clinical through commercial scale. | Capital Gains, Dividends | None | — | — |
| SP | — | Port Washington, WI, US | ConForms | OL | 34 | Manufactures abrasion-resistant piping and concrete pumping equipment for industrial applications. | None | $1,001 - $15,000 | — | — |
| SP | — | Rome, IT | DGS | OL | 35 | IT services firm focused on digital transformation, cybersecurity, and managed IT services. | Capital Gains | None | — | — |
| SP | — | Troy, MI, US | Troy Gastro | OL | 36 | Gastroenterology medical practice providing digestive health services and procedures. | None | $1,001 - $15,000 | — | — |
| SP | — | Palo Alto, CA, US | SiteTracker | OL | 37 | SaaS platform used to manage telecom and infrastructure deployment projects. | None | $1,001 - $15,000 | — | — |
| SP | — | Englewood, CO, US | Leiters | OL | 38 | FDA-registered 503B outsourcing facility producing compounded sterile medications for hospitals and clinics. 2025 value and income based on 2024 K-1. | Interest | $1,001 - $15,000 | — | — |
| SP | — | Bridgewater, NJ, US | Nevakar | OL | 39 | Develops fluorescent imaging technology that helps surgeons visualize and remove cancer more effectively. 2025 value and income based on 2024 K-1. | Interest | $1,001 - $15,000 | — | — |
| SP | — | Sarasota, FL, US | Clarify Medical | OL | 40 | Provides medical billing and revenue cycle management services for healthcare practices. 2025 value and income based on 2024 K- 1. | Capital Gains, Dividends, Interest | $1,001 - $15,000 | — | — |
| SP | — | Bridgewater, NJ, US | Nevakar | OL | 41 | Develops fluorescent imaging technology that helps surgeons visualize and remove cancer more effectively. 2025 value and income based on 2024 K-1. | Capital Gains, Dividends, Interest | $1,001 - $15,000 | — | — |
| SP | — | Charlottetown, CA | BioVectra | OL | 42 | CDMO providing biologics and small molecule manufacturing from clinical through commercial scale. 2025 value and income based on 2024 K-1. | Capital Gains, Dividends, Interest | $1,001 - $15,000 | — | — |
| JT | — | — | Abbott Laboratories Common Stock (ABT) | ST | 43 | — | Dividends | $1,001 - $15,000 | — | — |
| JT | — | — | Adobe Inc. - Common Stock (ADBE) | ST | 44 | — | None | $1,001 - $15,000 | — | — |
| JT | — | — | Alphabet Inc. - Class A Common Stock (GOOGL) | ST | 45 | — | None | $1,001 - $15,000 | — | — |
| JT | — | — | Alphabet Inc. - Class C Capital Stock (GOOG) | ST | 46 | — | None | $1,001 - $15,000 | — | — |
| JT | — | — | Amazon.com, Inc. - Common Stock (AMZN) | ST | 47 | — | None | $1,001 - $15,000 | — | — |
| JT | — | — | American Express Company Common Stock (AXP) | ST | 48 | — | Dividends | $1,001 - $15,000 | — | — |
| JT | — | — | American Fds, The Tax-Exempt Bond Fund of America, Class F-2 Shs (TEAFX) | MF | 49 | — | Capital Gains, Dividends | None | — | — |
| JT | — | — | Amphenol Corporation Common Stock (APH) | ST | 50 | — | None | $1,001 - $15,000 | — | — |
| JT | — | — | Apple Inc. - Common Stock (AAPL) | ST | 51 | — | Dividends | $1,001 - $15,000 | — | — |
| JT | — | — | Applied Materials, Inc. - Common Stock (AMAT) | ST | 52 | — | None | $1,001 - $15,000 | — | — |
| JT | — | — | Bank Account | BA | 53 | — | Interest | $1,001 - $15,000 | — | — |
| JT | — | — | Bank of America Corporation Common Stock (BAC) | ST | 54 | — | None | $1,001 - $15,000 | — | — |
| JT | — | — | Baron Real Estate Fd Insti Shs (BREIX) | MF | 55 | — | Capital Gains, Dividends | None | — | — |
| JT | — | — | Berkshire Hathaway Inc. New Common Stock (BRK.B) | ST | 56 | — | None | $1,001 - $15,000 | — | — |
| JT | — | — | BlackRock Emerging Markets Fund Class I (MADCX) | MF | 57 | — | Capital Gains, Dividends | None | — | — |
| JT | — | — | Booking Holdings Inc. - Common Stock (BKNG) | ST | 58 | — | None | $1,001 - $15,000 | — | — |
| JT | — | — | Boston Scientific Corporation Common Stock (BSX) | ST | 59 | — | None | $1,001 - $15,000 | — | — |
| JT | — | — | Broadcom Inc. - Common Stock (AVGO) | ST | 60 | — | None | $1,001 - $15,000 | — | — |
| JT | — | — | Cisco Systems, Inc. - Common Stock (CSCO) | ST | 61 | — | Dividends | $1,001 - $15,000 | — | — |
| JT | — | — | Coca-Cola Company (KO) | ST | 62 | — | None | $1,001 - $15,000 | — | — |
| JT | — | — | Cohen & Steers Realty Shares, Inc. (CSRSX) | MF | 63 | — | Capital Gains, Dividends, Distribution | None | — | — |
| JT | — | — | Cook County Ill High School Dis No 203 | GS | 64 | — | None | $1,001 - $15,000 | — | — |
| JT | — | — | Cook illinois High School Dis No 207 | GS | 65 | — | None | $15,001 - $50,000 | — | — |
| JT | — | — | Costco Wholesale Corporation - Common Stock (COST) | ST | 66 | — | Dividends | $1,001 - $15,000 | — | — |
| JT | — | — | DeWitt Ford Etc Counties Ill Community College | GS | 67 | — | None | $1,001 - $15,000 | — | — |
| JT | — | — | Douglas County NEB School Dist No 10 | GS | 68 | — | None | $1,001 - $15,000 | — | — |
| JT | — | — | Dreyfus National Municipal Money Market Fund Wealth Shares (GTMXX) | MF | 69 | — | Dividends | None | — | — |
| JT | — | — | Eaton Vance Floating Rate Fund Insti Share (EIBLX) | MF | 70 | — | Dividends | $1,001 - $15,000 | — | — |
| JT | — | — | Eaton Vance Income Fd of Boston Insti Shs (EIBIX) | MF | 71 | — | Dividends | $1,001 - $15,000 | — | — |
| JT | — | — | Eli Lilly and Company Common Stock (LLY) | ST | 72 | — | None | $1,001 - $15,000 | — | — |
| JT | — | — | Fort Myers Florida Utility | GS | 73 | — | Interest | $1,001 - $15,000 | — | — |
| JT | — | — | Ft Zumwalt, MO School District | GS | 74 | — | None | $15,001 - $50,000 | — | — |
| JT | — | — | GE Aerospace Common Stock (GE) | ST | 75 | — | Capital Gains | $1,001 - $15,000 | — | — |
| JT | — | — | Goldman Sachs Group, Inc. (GS) | ST | 76 | — | Capital Gains | $1,001 - $15,000 | — | — |
| JT | — | — | Goldman Sachs Municipal Income Fund Institutional Shares (GSMTX) | MF | 77 | — | Capital Gains, Dividends | None | — | — |
| JT | — | — | Grand Valley MSU Rev | GS | 78 | — | None | $1,001 - $15,000 | — | — |
| JT | — | — | Home Depot, Inc. (HD) | ST | 79 | — | None | $1,001 - $15,000 | — | — |
| JT | — | — | Honeywell International Inc. (HON) | ST | 80 | — | None | $1,001 - $15,000 | — | — |
| JT | — | — | International Business Machines Corporation Common Stock (IBM) | ST | 81 | — | None | $1,001 - $15,000 | — | — |
| JT | — | — | Intuit Inc. - Common Stock (INTU) | ST | 82 | — | Dividends | $1,001 - $15,000 | — | — |
| JT | — | — | Intuitive Surgical, Inc. - Common Stock (ISRG) | ST | 83 | — | None | $1,001 - $15,000 | — | — |
| JT | — | — | Invesco Diversified Dividend Fund Class Y (LCEYX) | MF | 84 | — | Capital Gains | None | — | — |
| JT | — | — | Invesco S&P 500 Equal Weight ETF (RSP) | EF | 85 | — | Capital Gains, Dividends | None | — | — |
| JT | — | — | Invesco S&P 500 Momentum ETF (SPMO) | EF | 86 | — | Capital Gains, Dividends | None | — | — |
| JT | — | — | iShares MSCI Intl Momentum Factor ETF (IMTM) | EF | 87 | — | Capital Gains, Dividends | None | — | — |
| JT | — | — | Johnson & Johnson Common Stock (JNJ) | ST | 88 | — | None | $1,001 - $15,000 | — | — |
| JT | — | — | JP Morgan Chase & Co. Common Stock (JPM) | ST | 89 | — | Dividends | $1,001 - $15,000 | — | — |
| JT | — | — | KraneShares CSI China Internet ETF (KWEB) | EF | 90 | — | Capital Gains, Dividends | $1,001 - $15,000 | — | — |
| JT | — | — | Louisiana Public Facilities | GS | 91 | — | Interest | $1,001 - $15,000 | — | — |
| JT | — | — | Mastercard Incorporated Common Stock (MA) | ST | 92 | — | Dividends | $1,001 - $15,000 | — | — |
| JT | — | — | McDonald's Corporation Common Stock (MCD) | ST | 93 | — | None | $1,001 - $15,000 | — | — |
| JT | — | — | Memorial Heights Redevelopment Auth Tex Tax Incr | GS | 94 | — | None | $1,001 - $15,000 | — | — |
| JT | — | — | Meta Platforms, Inc. - Class A Common Stock (META) | ST | 95 | — | Capital Gains | $1,001 - $15,000 | — | — |
| JT | — | — | Microsoft Corporation - Common Stock (MSFT) | ST | 96 | — | Capital Gains | $1,001 - $15,000 | — | — |
| JT | — | — | Missouri State Dev Fin Board Infra | GS | 97 | — | Interest | $15,001 - $50,000 | — | — |
| JT | — | — | Netflix, Inc. - Common Stock (NFLX) | ST | 98 | — | None | $1,001 - $15,000 | — | — |
| JT | — | — | Northwestern Mutual Bank Account | BA | 99 | — | Interest | None | — | — |
| JT | — | — | Nuveen Flagship Limited Term Municipal Bond Fd Cl R Shs (FLTRX) | MF | 100 | — | Capital Gains, Dividends | None | — | — |
| JT | — | — | Nuveen Strategic Municipal Opportunities Fund Class I (NSIOX) | MF | 101 | — | Capital Gains, Dividends | None | — | — |
| JT | — | — | NVIDIA Corporation - Common Stock (NVDA) | ST | 102 | — | Capital Gains | $1,001 - $15,000 | — | — |
| JT | — | — | Palantir Technologies Inc. - Class A Common Stock (PLTR) | ST | 103 | — | None | $1,001 - $15,000 | — | — |
| JT | — | — | Philip Morris International Inc Common Stock (PM) | ST | 104 | — | None | $1,001 - $15,000 | — | — |
| JT | — | — | PIMCO CommoditiesPLUS Strategy Fund Class I-2 (PCLPX) | MF | 105 | — | Capital Gains, Dividends | None | — | — |
| JT | — | — | PIMCO High Yield Municipal Bond Fund Class I-2 (PYMPX) | MF | 106 | — | Capital Gains, Dividends | None | — | — |
| JT | — | — | PIMCO Preferred and Capital Securities Fund Class I-2 (PFPNX) | MF | 107 | — | Capital Gains, Dividends | None | — | — |
| JT | — | — | PIMCO RAE Emerging Markets Fund Class I-2 (PEPFX) | MF | 108 | — | Capital Gains, Dividends | None | — | — |
| JT | — | — | PIMCO RAE PLUS Fund Class I-2 (PIXPX) | MF | 109 | — | Capital Gains, Dividends | None | — | — |
| JT | — | — | PIMCO RAE PLUS Small Fund Class I-2 (PCCPX) | MF | 110 | — | Capital Gains, Dividends | $15,001 - $50,000 | — | — |
| JT | — | — | PIMCO StocksPLUS Absolute Return Fund Class I-2 (PTOPX) | MF | 111 | — | Capital Gains, Dividends | None | — | — |
| JT | — | — | PIMCO StocksPLUS International Fund (PIUHX) | MF | 112 | — | Capital Gains, Dividends | None | — | — |
| JT | — | — | Procter & Gamble Company (PG) | ST | 113 | — | Dividends | $1,001 - $15,000 | — | — |
| JT | — | — | Progressive Corporation (PGR) | ST | 114 | — | Dividends | $1,001 - $15,000 | — | — |
| JT | — | — | Richland County School District No 1 | GS | 115 | — | None | $1,001 - $15,000 | — | — |
| JT | — | — | Rock Is Mercer Etc Counties Illinois Comm College | GS | 116 | — | None | $1,001 - $15,000 | — | — |
| JT | — | — | ServiceNow, Inc. Common Stock (NOW) | ST | 117 | — | None | $1,001 - $15,000 | — | — |
| JT | — | — | State Street SPDR NYSE Technology ETF (XNTK) | EF | 118 | — | Capital Gains, Dividends | None | — | — |
| JT | — | — | T. Rowe Price New Horizons Fund (PRNHX) | MF | 119 | — | Capital Gains | None | — | — |
| JT | — | — | T. Rowe Price Spectrum International Equity Fund (PSILX) | MF | 120 | — | Capital Gains, Dividends | None | — | — |
| JT | — | — | Tesla, Inc. - Common Stock (TSLA) | ST | 121 | — | None | $1,001 - $15,000 | — | — |
| JT | — | — | Vanguard U.S. Growth Fund Admiral Shares (VWUAX) | MF | 122 | — | Capital Gains | None | — | — |
| JT | — | — | Vanguard European Stock Index Fund Admiral Shares (VEUSX) | MF | 123 | — | Capital Gains, Dividends | None | — | — |
| JT | — | — | Vanguard Financials ETF (VFH) | EF | 124 | — | Capital Gains, Dividends | None | — | — |
| JT | — | — | Vanguard FTSE Developed Markets ETF (VEA) | EF | 125 | — | None | $15,001 - $50,000 | — | — |
| JT | — | — | Vanguard FTSE Emerging Markets ETF (VWO) | EF | 126 | — | None | $15,001 - $50,000 | — | — |
| JT | — | — | Vanguard Industrials Index Fund Admiral Shares (VINAX) | MF | 127 | — | Capital Gains, Dividends | None | — | — |
| JT | — | — | Vanguard International Dividend Appreciation ETF (VIGI) | EF | 128 | — | Capital Gains | $15,001 - $50,000 | — | — |
| JT | — | — | Vanguard International Growth Fund Admiral Shares (VWILX) | MF | 129 | — | Capital Gains, Dividends | None | — | — |
| JT | — | — | Vanguard S&P Mid-Cap 400 Value ETF (IVOV) | EF | 130 | — | Capital Gains, Dividends | None | — | — |
| JT | — | — | Verizon Communications Inc. Common Stock (VZ) | ST | 131 | — | Dividends | $1,001 - $15,000 | — | — |
| JT | — | — | Virginia State Res Auth Infrastructure | GS | 132 | — | Interest | $1,001 - $15,000 | — | — |
| JT | — | — | Walmart Inc. - Common Stock (WMT) | ST | 133 | — | Dividends | $1,001 - $15,000 | — | — |
| JT | — | — | Wells Fargo & Company Common Stock (WFC) | ST | 134 | — | None | $1,001 - $15,000 | — | — |
| JT | — | — | Yuma Arizona Utility System | GS | 135 | — | None | $1,001 - $15,000 | — | — |
| SP | — | — | Analog Devices, Inc. - Common Stock (ADI) | ST | 136 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| SP | — | — | Apple Inc. - Common Stock (AAPL) | ST | 137 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| SP | — | — | Bank account | BA | 138 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| SP | — | — | Eaton Vance Floating-Rate Advantaged Fund Class I (EIFAX) | MF | 139 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| SP | — | — | Eaton Vance Income Fd of Boston Insti Shs (EIBIX) | MF | 140 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| SP | — | — | Home Depot, Inc. (HD) | ST | 141 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| SP | — | — | Honeywell International Inc. (HON) | ST | 142 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| SP | — | — | Invesco BulletShares 2025 Corporate Bond ETF (BSCP) | EF | 143 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| SP | — | — | Invesco BulletShares 2026 Corporate Bond ETF (BSCQ) | EF | 144 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| SP | — | — | Invesco BulletShares 2027 Corporate Bond ETF (BSCR) | EF | 145 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| SP | — | — | Invesco BulletShares 2028 Corporate Bond ETF (BSCS) | EF | 146 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| SP | — | — | Invesco BulletShares 2029 Corporate Bond ETF (BSCT) | EF | 147 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| SP | — | — | Johnson & Johnson Common Stock (JNJ) | ST | 148 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| SP | — | — | JP Morgan Chase & Co. Common Stock (JPM) | ST | 149 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| SP | — | — | Procter & Gamble Company (PG) | ST | 150 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| SP | — | — | Vanguard FTSE Developed Markets ETF (VEA) | EF | 151 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| SP | — | — | Vanguard FTSE Emerging Markets ETF (VWO) | EF | 152 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| SP | — | — | Vanguard Growth ETF (VUG) | EF | 153 | — | Tax-Deferred | $15,001 - $50,000 | — | — |
| SP | — | — | Vanguard International Dividend Appreciation ETF (VIGI) | EF | 154 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| SP | — | — | Vanguard Mid-Cap ETF (VO) | EF | 155 | — | Tax-Deferred | $15,001 - $50,000 | — | — |
| SP | — | — | Vanguard Small-Cap ETF (VB) | EF | 156 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Eaton Vance Floating-Rate Advantaged Fund Class I (EIFAX) | MF | 157 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Eaton Vance Income Fd of Boston Insti Shs (EIBIX) | MF | 158 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Invesco BulletShares 2025 Corporate Bond ETF (BSCP) | EF | 159 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Invesco BulletShares 2026 Corporate Bond ETF (BSCQ) | EF | 160 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Invesco BulletShares 2027 Corporate Bond ETF (BSCR) | EF | 161 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Invesco BulletShares 2028 Corporate Bond ETF (BSCS) | EF | 162 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Invesco BulletShares 2029 Corporate Bond ETF (BSCT) | EF | 163 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Vanguard FTSE Developed Markets ETF (VEA) | EF | 164 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Vanguard FTSE Emerging Markets ETF (VWO) | EF | 165 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Vanguard Growth ETF (VUG) | EF | 166 | — | Tax-Deferred | $15,001 - $50,000 | — | — |
| — | — | — | Vanguard International Dividend Appreciation ETF (VIGI) | EF | 167 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Vanguard Mid-Cap ETF (VO) | EF | 168 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Vanguard Small-Cap ETF (VB) | EF | 169 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Eaton Vance Short Duration Strategic Income Fund -Class I (ESIIX) | MF | 170 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Vanguard FTSE Developed Markets ETF (VEA) | EF | 171 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Vanguard FTSE Emerging Markets ETF (VWO) | EF | 172 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Vanguard Growth ETF (VUG) | EF | 173 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Vanguard International Dividend Appreciation ETF (VIGI) | EF | 174 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Vanguard Mid-Cap ETF (VO) | EF | 175 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Vanguard Small-Cap ETF (VB) | EF | 176 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| DC | — | — | Eaton Vance Short Duration Strategic Income Fund -Class I (ESIIX) | MF | 177 | — | None | $1,001 - $15,000 | — | — |
| DC | — | — | iShares Core S&P U.S. Growth ETF (IUSG) | EF | 178 | — | Capital Gains | None | — | — |
| DC | — | — | iShares Core S&P U.S. Value ETF (IUSV) | EF | 179 | — | Capital Gains | None | — | — |
| DC | — | — | Vanguard FTSE Developed Markets ETF (VEA) | EF | 180 | — | Capital Gains | None | — | — |
| DC | — | — | Vanguard FTSE Developed Markets ETF (VEA) | EF | 181 | — | None | $1,001 - $15,000 | — | — |
| DC | — | — | Vanguard FTSE Emerging Markets ETF (VWO) | EF | 182 | — | None | $1,001 - $15,000 | — | — |
| DC | — | — | Vanguard Growth ETF (VUG) | EF | 183 | — | None | $1,001 - $15,000 | — | — |
| DC | — | — | Vanguard International Dividend Appreciation ETF (VIGI) | EF | 184 | — | None | $1,001 - $15,000 | — | — |
| DC | — | — | Vanguard Mid-Cap ETF (VO) | EF | 185 | — | None | $1,001 - $15,000 | — | — |
| DC | — | — | Vanguard Small-Cap ETF (VB) | EF | 186 | — | None | $1,001 - $15,000 | — | — |
| SP | — | — | Arcutis Biotherapeutics, Inc. - Common stock (ARQT) | ST | 187 | — | None | $1,001 - $15,000 | — | — |
| SP | — | — | Clover Health Investments, Corp. - Class A Common stock (CLOV) | ST | 188 | — | Capital Gains | None | — | — |
| SP | — | — | Deposit Sweep Account | BA | 189 | — | Interest | $100,001 - $250,000 | — | — |
| SP | — | — | Snowflake Inc. Common Stock (SNOW) | ST | 190 | — | Capital Gains | None | — | — |
| SP | — | — | Tesla, Inc. - Common Stock (TSLA) | ST | 191 | — | Capital Gains | None | — | — |
| SP | — | — | Fidelity 500 Index Fund (FXAIX) | MF | 192 | — | Tax-Deferred | $15,001 - $50,000 | — | — |
| SP | — | — | Fidelity Emerging Markets Index Fund (FPADX) | MF | 193 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| SP | — | — | Fidelity Large Cap Growth Index Fund (FSPGX) | MF | 194 | — | Tax-Deferred | $15,001 - $50,000 | — | — |
| SP | — | — | Fidelity Large Cap Value Index Fund (FLCOX) | MF | 195 | — | Tax-Deferred | $15,001 - $50,000 | — | — |
| SP | — | — | Fidelity Mid Cap Growth Index Fund (FMDGX) | MF | 196 | — | Tax-Deferred | $15,001 - $50,000 | — | — |
| SP | — | — | Fidelity Mid Cap Value Index Fund (FIMVX) | MF | 197 | — | Tax-Deferred | $15,001 - $50,000 | — | — |
| SP | — | — | Fidelity Real Estate Pt (FRESX) | MF | 198 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| SP | — | — | Fidelity Select Gold Pt (FSAGX) | MF | 199 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| SP | — | — | Fidelity Small Cap Growth Fund (FCPGX) | MF | 200 | — | Tax-Deferred | $15,001 - $50,000 | — | — |
| SP | — | — | Fidelity Small Cap Value Index Fund (FISVX) | MF | 201 | — | Tax-Deferred | $15,001 - $50,000 | — | — |
| SP | — | — | Fidelity Total International Index Fund (FTIHX) | MF | 202 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| SP | — | — | The Bond Fund of America, Class R-6 Shares (RBFGX) | MF | 203 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
liabilities (0)
None listed.