| owner | ticker | location | asset name | asset type | row number | description | income type | value range | income range | asset subtype |
|---|
| Self | — | — | Schwab IRA | Retirement Plans | 1 | — | — | -- | — | IRA |
| Self | — | — | GE - GE Aerospace Common Stock | Corporate Securities | 1.1 | — | None | $50,001 - $100,000 | None (or less than $201) | Stock |
| Self | — | — | CSCO - Cisco Systems Inc | Corporate Securities | 1.2 | — | None | $15,001 - $50,000 | None (or less than $201) | Stock |
| Self | — | — | IRM - Iron Mountain Inc | Corporate Securities | 1.3 | — | None | $15,001 - $50,000 | None (or less than $201) | Stock |
| Self | — | — | PFE - Pfizer Inc | Corporate Securities | 1.4 | — | None | $15,001 - $50,000 | None (or less than $201) | Stock |
| Self | — | — | PH - Parker-Hannifin Corporation Common Stock | Corporate Securities | 1.5 | — | None | $15,001 - $50,000 | None (or less than $201) | Stock |
| Self | — | — | MSFT - Microsoft Corp | Corporate Securities | 1.6 | — | None | $15,001 - $50,000 | None (or less than $201) | Stock |
| Self | — | — | SHELL - Shell PLC | Corporate Securities | 1.7 | — | None | $15,001 - $50,000 | None (or less than $201) | Stock |
| Self | — | — | GOOG - Alphabet Cl C | Corporate Securities | 1.8 | — | None | $15,001 - $50,000 | None (or less than $201) | Stock |
| Self | — | — | GEV - Ge Vernova Inc | Corporate Securities | 1.9 | — | None | $15,001 - $50,000 | None (or less than $201) | Stock |
| Self | — | — | NVDA - Nvidia Corp | Corporate Securities | 1.10 | — | None | $15,001 - $50,000 | None (or less than $201) | Stock |
| Self | — | — | EBAY - eBay Inc. - Common Stock | Corporate Securities | 1.11 | — | None | $15,001 - $50,000 | None (or less than $201) | Stock |
| Self | — | — | WMT - Walmart Inc | Corporate Securities | 1.12 | — | None | $15,001 - $50,000 | None (or less than $201) | Stock |
| Self | — | — | WFC - Wells Fargo & Company | Corporate Securities | 1.13 | — | None | $15,001 - $50,000 | None (or less than $201) | Stock |
| Self | — | — | V - Visa Inc | Corporate Securities | 1.14 | — | None | $1,001 - $15,000 | None (or less than $201) | Stock |
| Self | — | — | Proctor & Gamble | Corporate Securities | 1.15 | — | None | $1,001 - $15,000 | None (or less than $201) | Stock |
| Self | — | — | ECL - Ecolab Inc | Corporate Securities | 1.16 | — | None | $1,001 - $15,000 | None (or less than $201) | Stock |
| Self | — | — | PYPL - PayPal Holdings, Inc. - Common Stock | Corporate Securities | 1.17 | — | None | $1,001 - $15,000 | None (or less than $201) | Stock |
| Self | — | — | GOOGL - Alphabet Cl A | Corporate Securities | 1.18 | — | None | $1,001 - $15,000 | None (or less than $201) | Stock |
| Self | — | — | NKE - Nike, Inc. Common Stock | Corporate Securities | 1.19 | — | None | $1,001 - $15,000 | None (or less than $201) | Stock |
| Self | — | — | AAPL - Apple Inc | Corporate Securities | 1.20 | — | None | $1,001 - $15,000 | None (or less than $201) | Stock |
| Self | — | — | DIS - Walt Disney Company | Corporate Securities | 1.21 | — | None | $1,001 - $15,000 | None (or less than $201) | Stock |
| Self | — | — | MRK - Merck & Company, Inc. Common Stock (new) | Corporate Securities | 1.22 | — | None | $1,001 - $15,000 | None (or less than $201) | Stock |
| Self | — | — | SHW - Sherwin-Williams Company (The) Common Stock | Corporate Securities | 1.23 | — | None | $1,001 - $15,000 | None (or less than $201) | Stock |
| Self | — | — | ABBV - AbbVie Inc. Common Stock | Corporate Securities | 1.24 | — | None | $1,001 - $15,000 | None (or less than $201) | Stock |
| Self | — | — | EOG - EOG Resources, Inc. Common Stock | Corporate Securities | 1.25 | — | None | $1,001 - $15,000 | None (or less than $201) | Stock |
| Self | — | — | BKNG - Booking Holdings Inc. - Common Stock | Corporate Securities | 1.26 | — | None | $1,001 - $15,000 | None (or less than $201) | Stock |
| Self | — | — | EQIX - Equinix, Inc. - Common Stock | Corporate Securities | 1.27 | — | None | $1,001 - $15,000 | None (or less than $201) | Stock |
| Self | — | — | BOH - Bank of Hawaii Corporation Common Stock | Corporate Securities | 1.28 | — | None | $1,001 - $15,000 | None (or less than $201) | Stock |
| Self | — | — | FISV - Fiserv, Inc. - Common Stock | Corporate Securities | 1.29 | — | None | $1,001 - $15,000 | None (or less than $201) | Stock |
| Self | — | — | BMY - Bristol-Myers Squibb Company Common Stock | Corporate Securities | 1.30 | — | None | $1,001 - $15,000 | None (or less than $201) | Stock |
| Self | — | — | VBR - Vanguard Small-Cap Value ETF | Mutual Funds | 1.31 | — | None | $15,001 - $50,000 | None (or less than $201) | Exchange Traded Fund/Note |
| Self | — | — | VWO - FTSE EM ETF Vanguard | Mutual Funds | 1.32 | — | None | $15,001 - $50,000 | None (or less than $201) | Exchange Traded Fund/Note |
| Self | — | — | EIFAX - Eaton Vance Floating-Rate Advantaged Fund Class | Mutual Funds | 1.33 | — | None | $15,001 - $50,000 | None (or less than $201) | Mutual Fund |
| Self | — | — | COKE - Coca-Cola Consolidated Inc | Corporate Securities | 1.34 | Rate/Coupon: 5.25 Matures: 5/01/2029 | None | $1,001 - $15,000 | None (or less than $201) | Corporate Bond |
| Self | — | — | BRK - Berkshire Hathaway Cdr [Cad Hedged] | Corporate Securities | 1.35 | — | None | $1,001 - $15,000 | None (or less than $201) | Stock |
| Self | — | — | INCO - INTEL CORP | Corporate Securities | 1.36 | Rate/Coupon: 3.9 Matures: 03/25/2030 | None | $1,001 - $15,000 | None (or less than $201) | Corporate Bond |
| Self | — | — | Union Electric | Corporate Securities | 1.37 | — | None | $1,001 - $15,000 | None (or less than $201) | Stock |
| Self | — | — | Simplified Employee Plan (SEP) | Retirement Plans | 2 | — | — | -- | — | 401(k), 403(b), or other Defined Contribution Plan. |
| Self | — | — | PH - Parker-Hannifin Corporation Common Stock | Corporate Securities | 2.1 | — | None | $50,001 - $100,000 | None (or less than $201) | Stock |
| Self | — | — | ABBV - AbbVie Inc. Common Stock | Corporate Securities | 2.2 | — | None | $15,001 - $50,000 | None (or less than $201) | Stock |
| Self | — | — | GE - GE Aerospace Common Stock | Corporate Securities | 2.3 | — | None | $15,001 - $50,000 | None (or less than $201) | Stock |
| Self | — | — | PGR - Progressive Corporation (The) Common Stock | Corporate Securities | 2.4 | — | None | $15,001 - $50,000 | None (or less than $201) | Stock |
| Self | — | — | EBAY - eBay Inc. - Common Stock | Corporate Securities | 2.5 | — | None | $15,001 - $50,000 | None (or less than $201) | Stock |
| Self | — | — | WFC - Wells Fargo & Company Common Stock | Corporate Securities | 2.6 | — | None | $15,001 - $50,000 | None (or less than $201) | Stock |
| Self | — | — | IRM - Iron Mountain Incorporated (Delaware)Common Stock | Corporate Securities | 2.7 | — | None | $15,001 - $50,000 | None (or less than $201) | Stock |
| Self | — | — | CSCO - Cisco Systems, Inc. - Common Stock | Corporate Securities | 2.8 | — | None | $15,001 - $50,000 | None (or less than $201) | Stock |
| Self | — | — | EOG - EOG Resources, Inc. Common Stock | Corporate Securities | 2.9 | — | None | $15,001 - $50,000 | None (or less than $201) | Stock |
| Self | — | — | PFE - Pfizer, Inc. Common Stock | Corporate Securities | 2.10 | — | None | $15,001 - $50,000 | None (or less than $201) | Stock |
| Self | — | — | NKE - Nike, Inc. Common Stock | Corporate Securities | 2.11 | — | None | $15,001 - $50,000 | None (or less than $201) | Stock |
| Self | — | — | NVDA - NVIDIA Corporation - Common Stock | Corporate Securities | 2.12 | — | None | $15,001 - $50,000 | None (or less than $201) | Stock |
| Self | — | — | GOOGL - Alphabet Inc. - Class A Common Stock | Corporate Securities | 2.13 | — | None | $15,001 - $50,000 | None (or less than $201) | Stock |
| Self | — | — | NTRS - Northern Trust Corporation - Common Stock | Corporate Securities | 2.14 | — | None | $1,001 - $15,000 | None (or less than $201) | Stock |
| Self | — | — | PG - Procter & Gamble Company (The) Common Stock | Corporate Securities | 2.15 | — | None | $1,001 - $15,000 | None (or less than $201) | Stock |
| Self | — | — | BOH - Bank of Hawaii Corporation Common Stock | Corporate Securities | 2.16 | — | None | $1,001 - $15,000 | None (or less than $201) | Stock |
| Self | — | — | ECL - Ecolab Inc. Common Stock | Corporate Securities | 2.17 | — | None | $1,001 - $15,000 | None (or less than $201) | Stock |
| Self | — | — | PCOR - Procore Technologies, Inc. Common Stock | Corporate Securities | 2.18 | — | None | $1,001 - $15,000 | None (or less than $201) | Stock |
| Self | — | — | FISV - Fiserv, Inc. - Common Stock | Corporate Securities | 2.19 | — | None | $1,001 - $15,000 | None (or less than $201) | Stock |
| Self | — | — | DHR - Danaher Corporation Common Stock | Corporate Securities | 2.20 | — | None | $1,001 - $15,000 | None (or less than $201) | Stock |
| Self | — | — | GEV - GE Vernova Inc. Common Stock | Corporate Securities | 2.21 | — | None | $1,001 - $15,000 | None (or less than $201) | Stock |
| Self | — | — | DIS - Walt Disney Company (The) Common Stock | Corporate Securities | 2.22 | — | None | $1,001 - $15,000 | None (or less than $201) | Stock |
| Self | — | — | SHEL - Royal Dutch Shell Plc ADR | Corporate Securities | 2.23 | — | None | $1,001 - $15,000 | None (or less than $201) | Stock |
| Self | — | — | VBR - Smallcap Value ETF Vanguard | Mutual Funds | 2.24 | — | None | $50,001 - $100,000 | None (or less than $201) | Exchange Traded Fund/Note |
| Self | — | — | AMEFX - The Income Fund of America Class F-2 Shares | Mutual Funds | 2.25 | — | None | $50,001 - $100,000 | None (or less than $201) | Mutual Fund |
| Self | — | — | EIFAX - Eaton Vance Floating-Rate Advantaged Fund Class | Mutual Funds | 2.26 | — | None | $15,001 - $50,000 | None (or less than $201) | Mutual Fund |
| Self | — | — | 1EFX - Equifax Inc. | Corporate Securities | 2.27 | Rate/Coupon: 6.9 Matures: 07/01/2028 | None | $1,001 - $15,000 | None (or less than $201) | Corporate Bond |
| Self | — | — | COKE - Coca-Cola Consolidated Inc | Corporate Securities | 2.28 | Rate/Coupon: 5.25 Matures: 06/01/2029 | None | $1,001 - $15,000 | None (or less than $201) | Corporate Bond |
| Self | — | — | HR - Healthcare Realty Trust Inc. | Corporate Securities | 2.29 | Rate/Coupon: 3.5 Matures: 08/01/2026 | None | $1,001 - $15,000 | None (or less than $201) | Corporate Bond |
| Self | — | — | FISV - Fiserv Inc | Corporate Securities | 2.30 | Rate/Coupon: 3.2 Matures: 07/01/2026 | None | $1,001 - $15,000 | None (or less than $201) | Corporate Bond |
| Self | — | — | TXT - Textron Inc | Corporate Securities | 2.31 | Rate/Coupon: 3.65 Matures: 03/15/2027 | None | $1,001 - $15,000 | None (or less than $201) | Corporate Bond |
| Self | — | — | ABBV - Abbvie Inc | Corporate Securities | 2.32 | Rate/Coupon: 2.95 Matures: 11/21/2026 | None | $1,001 - $15,000 | None (or less than $201) | Corporate Bond |
| Self | — | — | US Treasury | Government Securities | 2.33 | Rate/Coupon: None Matures: None | None | $1,001 - $15,000 | None (or less than $201) | US Treasury/Agency Security |
| Self | — | — | The Sherwin Williams Co. | Corporate Securities | 2.34 | Rate/Coupon: 3.45 Matures: 08/15/2029 | None | $1,001 - $15,000 | None (or less than $201) | Corporate Bond |
| Self | — | — | GWRE - Guidewire Software, Inc. Common Stock | Corporate Securities | 2.35 | — | None | $1,001 - $15,000 | None (or less than $201) | Stock |
| Self | — | — | TYL - Tyler Technologies, Inc. Common Stock | Corporate Securities | 2.36 | — | None | $1,001 - $15,000 | None (or less than $201) | Stock |
| Joint | — | — | Schwab Joint Tenant | Brokerage/Managed Account | 3 | — | — | -- | — | — |
| Joint | — | — | MAR - Marriot Int Cl A | Corporate Securities | 3.1 | — | Dividends | $50,001 - $100,000 | $201 - $1,000 | Stock |
| Joint | — | — | GE - GE Aerospace Common Stock | Corporate Securities | 3.2 | — | Dividends | $50,001 - $100,000 | $201 - $1,000 | Stock |
| Joint | — | — | WMT - Walmart Inc. Common Stock | Corporate Securities | 3.3 | — | Dividends | $50,001 - $100,000 | $201 - $1,000 | Stock |
| Joint | — | — | PH - Parker-Hannifin Corporation Common Stock | Corporate Securities | 3.4 | — | Dividends | $50,001 - $100,000 | $201 - $1,000 | Stock |
| Joint | — | — | CAT - Caterpillar, Inc. Common Stock | Corporate Securities | 3.5 | — | Dividends | $50,001 - $100,000 | $201 - $1,000 | Stock |
| Joint | — | — | AAPL - Apple Inc. - Common Stock | Corporate Securities | 3.6 | — | Dividends | $15,001 - $50,000 | None (or less than $201) | Stock |
| Joint | — | — | WFC - Wells Fargo & Company Common Stock | Corporate Securities | 3.7 | — | Dividends | $15,001 - $50,000 | $1,001 - $2,500 | Stock |
| Joint | — | — | AMD - Advanced Micro Devices, Inc. - Common Stock | Corporate Securities | 3.8 | — | None | $15,001 - $50,000 | None (or less than $201) | Stock |
| Joint | — | — | MSFT - Microsoft Corporation - Common Stock | Corporate Securities | 3.9 | — | Dividends | $15,001 - $50,000 | None (or less than $201) | Stock |
| Joint | — | — | DIS - Walt Disney Company (The) Common Stock | Corporate Securities | 3.10 | — | Dividends | $15,001 - $50,000 | $201 - $1,000 | Stock |
| Joint | — | — | NTRS - Northern Trust Corporation - Common Stock | Corporate Securities | 3.11 | — | Dividends | $15,001 - $50,000 | $201 - $1,000 | Stock |
| Joint | — | — | EBAY - eBay Inc. - Common Stock | Corporate Securities | 3.12 | — | Dividends | $15,001 - $50,000 | $201 - $1,000 | Stock |
| Joint | — | — | AZN - Astrazeneca PLC Common Stock | Corporate Securities | 3.13 | — | Dividends | $15,001 - $50,000 | $201 - $1,000 | Stock |
| Joint | — | — | SHW - Sherwin-Williams Company (The) Common Stock | Corporate Securities | 3.14 | — | Dividends | $15,001 - $50,000 | $201 - $1,000 | Stock |
| Joint | — | — | JNJ - Johnson & Johnson Common Stock | Corporate Securities | 3.15 | — | Dividends | $15,001 - $50,000 | $201 - $1,000 | Stock |
| Joint | — | — | GEV - GE Vernova Inc. Common Stock | Corporate Securities | 3.16 | — | Dividends | $15,001 - $50,000 | None (or less than $201) | Stock |
| Joint | — | — | GOOGL - Alphabet Inc. - Class A Common Stock | Corporate Securities | 3.17 | — | Dividends | $15,001 - $50,000 | None (or less than $201) | Stock |
| Joint | — | — | IDXX - IDEXX Laboratories, Inc. - Common Stock | Corporate Securities | 3.18 | — | None | $15,001 - $50,000 | None (or less than $201) | Stock |
| Joint | — | — | EOG - EOG Resources, Inc. Common Stock | Corporate Securities | 3.19 | — | Dividends | $15,001 - $50,000 | $1,001 - $2,500 | Stock |
| Joint | — | — | CB - Chubb Limited Common Stock | Corporate Securities | 3.20 | — | Dividends | $15,001 - $50,000 | $201 - $1,000 | Stock |
| Joint | — | — | CSCO - Cisco Systems, Inc. - Common Stock | Corporate Securities | 3.21 | — | Dividends | $15,001 - $50,000 | $201 - $1,000 | Stock |
| Joint | — | — | PEP - PepsiCo, Inc. - Common Stock | Corporate Securities | 3.22 | — | Dividends | $15,001 - $50,000 | $1,001 - $2,500 | Stock |
| Joint | — | — | 0QR4 - Nestle SA | Corporate Securities | 3.23 | — | Dividends | $15,001 - $50,000 | $1,001 - $2,500 | Stock |
| Joint | — | — | KO - Coca-Cola Company | Corporate Securities | 3.24 | — | Dividends | $15,001 - $50,000 | $201 - $1,000 | Stock |
| Joint | — | — | WM - Waste Management, Inc. Common Stock | Corporate Securities | 3.25 | — | Dividends | $15,001 - $50,000 | $201 - $1,000 | Stock |
| Joint | — | — | SO - Southern Company | Corporate Securities | 3.26 | — | Dividends | $15,001 - $50,000 | $201 - $1,000 | Stock |
| Joint | — | — | XOM - Exxon Mobil Corporation Common Stock | Corporate Securities | 3.27 | — | Dividends | $15,001 - $50,000 | $201 - $1,000 | Stock |
| Joint | — | — | PFE - Pfizer, Inc. Common Stock | Corporate Securities | 3.28 | — | Dividends | $15,001 - $50,000 | $1,001 - $2,500 | Stock |
| Joint | — | — | ORLY - O'Reilly Automotive, Inc. - Common Stock | Corporate Securities | 3.29 | — | None | $15,001 - $50,000 | None (or less than $201) | Stock |
| Joint | — | — | BOH - Bank of Hawaii Corporation Common Stock | Corporate Securities | 3.30 | — | Dividends | $15,001 - $50,000 | $201 - $1,000 | Stock |
| Joint | — | — | PCOR - Procore Technologies, Inc. Common Stock | Corporate Securities | 3.31 | — | None | $15,001 - $50,000 | None (or less than $201) | Stock |
| Joint | — | — | PGR - Progressive Corporation (The) Common Stock | Corporate Securities | 3.32 | — | Dividends | $15,001 - $50,000 | None (or less than $201) | Stock |
| Joint | — | — | NEE - NextEra Energy, Inc. Common Stock | Corporate Securities | 3.33 | — | Dividends | $1,001 - $15,000 | None (or less than $201) | Stock |
| Joint | — | — | ADP - Automatic Data Processing, Inc. - Common Stock | Corporate Securities | 3.34 | — | Dividends | $1,001 - $15,000 | $201 - $1,000 | Stock |
| Joint | — | — | VIOO - Vanguard S&P Small-Cap 600 ETF | Mutual Funds | 3.35 | — | Dividends | $15,001 - $50,000 | $1,001 - $2,500 | Exchange Traded Fund/Note |
| Joint | — | — | VBR - Vanguard Small-Cap Value ETF | Mutual Funds | 3.36 | — | Dividends | $15,001 - $50,000 | $1,001 - $2,500 | Exchange Traded Fund/Note |
| Joint | — | — | EIFAX - Eaton Vance Floating-Rate Advantaged Fund Class | Mutual Funds | 3.37 | — | Interest | $50,001 - $100,000 | $2,501 - $5,000 | Mutual Fund |
| Joint | — | — | US Treasury 4.625 | Government Securities | 3.38 | Rate/Coupon: None Matures: None | Interest | $15,001 - $50,000 | $1,001 - $2,500 | US Treasury/Agency Security |
| Joint | — | — | Portsmouth NH | Government Securities | 3.39 | Rate/Coupon: 5.0 Matures: 06/15/28 | Interest | $1,001 - $15,000 | $201 - $1,000 | Municipal Security |
| Joint | — | — | Portsmouth NH | Government Securities | 3.40 | Rate/Coupon: 4.0 Matures: 06/15/27 | Interest | $1,001 - $15,000 | $201 - $1,000 | Municipal Security |
| Joint | — | — | WV Higher Ed | Government Securities | 3.41 | Rate/Coupon: 4.0 Matures: 04/01/2034 | Interest | $1,001 - $15,000 | $201 - $1,000 | Municipal Security |
| Joint | — | — | WV University | Government Securities | 3.42 | Rate/Coupon: 0 Matures: 04/01/2026 | None | $1,001 - $15,000 | None (or less than $201) | Municipal Security |
| Joint | — | — | TYL - Tyler Technologies, Inc. Common Stock | Corporate Securities | 3.43 | — | None | $1,001 - $15,000 | None (or less than $201) | Stock |
| Joint | — | — | GWRE - Guidewire Software, Inc. Common Stock | Corporate Securities | 3.44 | — | None | $1,001 - $15,000 | None (or less than $201) | Stock |
| Spouse | — | — | Schwab IRA | Retirement Plans | 4 | — | — | -- | — | IRA |
| Spouse | — | — | EOG - EOG Resources, Inc. Common Stock | Corporate Securities | 4.1 | — | None | $15,001 - $50,000 | None (or less than $201) | Stock |
| Spouse | — | — | 1PH - Parker Hannifin Corporation | Corporate Securities | 4.2 | — | None | $1,001 - $15,000 | None (or less than $201) | Stock |
| Spouse | — | — | FISV - Fiserv, Inc. - Common Stock | Corporate Securities | 4.3 | — | None | $1,001 - $15,000 | None (or less than $201) | Stock |
| Spouse | — | — | EBAY - eBay Inc. - Common Stock | Corporate Securities | 4.4 | — | None | $1,001 - $15,000 | None (or less than $201) | Stock |
| Spouse | — | — | 0QR4 - Nestle SA | Corporate Securities | 4.5 | — | None | $1,001 - $15,000 | None (or less than $201) | Stock |
| Spouse | — | — | CSCO - Cisco Systems, Inc. - Common Stock | Corporate Securities | 4.6 | — | None | $1,001 - $15,000 | None (or less than $201) | Stock |
| Spouse | — | — | IRM - Iron Mountain Incorporated (Delaware)Common Stock | Corporate Securities | 4.7 | — | None | $1,001 - $15,000 | None (or less than $201) | Stock |
| Spouse | — | — | PCOR - Procore Technologies, Inc. Common Stock | Corporate Securities | 4.8 | — | None | $1,001 - $15,000 | None (or less than $201) | Stock |
| Spouse | — | — | EIFAX - Eaton Vance Floating-Rate Advantaged Fund Class | Mutual Funds | 4.9 | — | None | $1,001 - $15,000 | None (or less than $201) | Mutual Fund |
| Spouse | — | — | EL - Estee Lauder Companies | Corporate Securities | 4.10 | Rate/Coupon: 3.15 Matures: 12/31/27 | None | $1,001 - $15,000 | None (or less than $201) | Corporate Bond |
| Spouse | — | — | Schwab IRA | Retirement Plans | 5 | — | — | -- | — | IRA |
| Spouse | — | — | NOC - Northrop Grumman Corporation Common Stock | Corporate Securities | 5.1 | — | None | $15,001 - $50,000 | None (or less than $201) | Stock |
| Spouse | — | — | GOOGL - Alphabet Inc. - Class A Common Stock | Corporate Securities | 5.2 | — | None | $15,001 - $50,000 | None (or less than $201) | Stock |
| Spouse | — | — | ATO - Atmos Energy Corporation Common Stock | Corporate Securities | 5.3 | — | None | $15,001 - $50,000 | None (or less than $201) | Stock |
| Spouse | — | — | JNJ - Johnson & Johnson Common Stock | Corporate Securities | 5.4 | — | None | $15,001 - $50,000 | None (or less than $201) | Stock |
| Spouse | — | — | NEE - NextEra Energy, Inc. Common Stock | Corporate Securities | 5.5 | — | None | $15,001 - $50,000 | None (or less than $201) | Stock |
| Spouse | — | — | CAVA - CAVA Group, Inc. Common Stock | Corporate Securities | 5.6 | — | None | $1,001 - $15,000 | None (or less than $201) | Stock |
| Spouse | — | — | DIS - Walt Disney Company (The) Common Stock | Corporate Securities | 5.7 | — | None | $1,001 - $15,000 | None (or less than $201) | Stock |
| Spouse | — | — | CINF - Cincinnati Financial Corporation - Common Stock | Corporate Securities | 5.8 | — | None | $1,001 - $15,000 | None (or less than $201) | Stock |
| Spouse | — | — | PG - Proctor & Gamble Common Stock | Corporate Securities | 5.9 | — | None | $1,001 - $15,000 | None (or less than $201) | Stock |
| Spouse | — | — | ECL - Ecolab Inc. Common Stock | Corporate Securities | 5.10 | — | None | $1,001 - $15,000 | None (or less than $201) | Stock |
| Spouse | — | — | GE - GE Aerospace Common Stock | Corporate Securities | 5.11 | — | None | $1,001 - $15,000 | None (or less than $201) | Stock |
| Spouse | — | — | SMG - Scotts Miracle-Gro Company | Corporate Securities | 5.12 | — | None | $1,001 - $15,000 | None (or less than $201) | Stock |
| Spouse | — | — | FISV - Fiserv, Inc. - Common Stock | Corporate Securities | 5.13 | — | None | $1,001 - $15,000 | None (or less than $201) | Stock |
| Spouse | — | — | CIS - CISCO SYSTEM INC | Corporate Securities | 5.14 | — | None | $1,001 - $15,000 | None (or less than $201) | Stock |
| Spouse | — | — | EOG - EOG Resources, Inc. Common Stock | Corporate Securities | 5.15 | — | None | $1,001 - $15,000 | None (or less than $201) | Stock |
| Spouse | — | — | PFE - Pfizer, Inc. Common Stock | Corporate Securities | 5.16 | — | None | $1,001 - $15,000 | None (or less than $201) | Stock |
| Spouse | — | — | AEPGX - American Funds Europacific Growth A | Mutual Funds | 5.17 | — | None | $1,001 - $15,000 | None (or less than $201) | Mutual Fund |
| Spouse | — | — | ATVI - Activision Blizzard | Corporate Securities | 5.18 | Rate/Coupon: 1.35 Matures: 09/15/2030 | None | $1,001 - $15,000 | None (or less than $201) | Corporate Bond |
| Spouse | — | — | KO - Coca-Cola Company | Corporate Securities | 5.19 | Rate/Coupon: 5.25 Matures: 06/01/2029 | None | $1,001 - $15,000 | None (or less than $201) | Corporate Bond |
| Spouse | — | — | TYL - Tyler Technologies, Inc. Common Stock | Corporate Securities | 5.20 | — | None | $1,001 - $15,000 | None (or less than $201) | Stock |
| Joint | — | Hampton, New Hampshire | Bank of America | Bank Deposit | 6 | Type: Checking | Interest | $15,001 - $50,000 | None (or less than $201) | — |
| Self | — | — | Sununu Holdings | Business Entity | 7 | Company: Sununu Holdings LLC (Exeter, New Hampshire) Description: Investment Holding Company | — | -- | — | Limited Liability Company (LLC) |
| Self | — | — | Waterville Valley Holdings | Business Entity | 7.1 | Company: Waterville Valley Holdings (Waterville Valley, New Hampshire) Description: Ski Resort | None | $50,001 - $100,000 | None (or less than $201) | Limited Liability Company (LLC) |
| Self | — | — | AAZ - Anglo Asian Mining Plc | Corporate Securities | 7.2 | — | None | $1,000,001 - $5,000,000 | None (or less than $201) | Stock |
| Self | — | — | Tyrell Development Company | Real Estate | 7.3 | Undeveloped Land (Waterville Valley, New Hampshire) | Capital Gains | $100,001 - $250,000 | None (or less than $201) | Unimproved Land |
| Self | — | — | Exeter Heights LLC | Real Estate | 7.4 | Undeveloped Land (Thornton, New Hampshire) | None | $15,001 - $50,000 | None (or less than $201) | Unimproved Land |
| Self | — | — | Sununu Partners LLC | Business Entity | 7.5 | Company: Sununu Partners LLC (Exeter, New Hampshire) Description: Residential Property Holding | — | -- | — | Limited Liability Company (LLC) |
| Self | — | — | Single Family Home | Real Estate | 7.5.1 | Single Family Residence (Waterville Valley, New Hampshire) | None | $100,001 - $250,000 | None (or less than $201) | Residential |
| Self | — | — | Single Family Home | Real Estate | 7.5.2 | Single Family Residence (Hampton Falls, New Hampshire) | Rent/Royalties | $100,001 - $250,000 | None (or less than $201) | Residential |
| Self | — | — | BSX Director Shares | Deferred Compensation | 8 | — | — | -- | — | Deferred Compensation - Other |
| Self | — | — | BSX - Boston Scientific Corporation Common Stock | Corporate Securities | 8.1 | — | Capital Gains | $5,000,001 - $25,000,000 | None (or less than $201) | Stock |
