| owner | ticker | location | asset name | asset type | row number | description | income type | value range | income range | asset subtype |
|---|
| SP | — | — | Bank of America, N.A. - Checking | BA | 1 | Previously reported as filer. | None | $100,001 - $250,000 | — | — |
| JT | — | — | Bank of America, N.A. - Checking | BA | 2 | — | None | $1,001 - $15,000 | — | — |
| SP | — | — | Capital One, N.A. | BA | 3 | Previously reported as filer. | Interest | $50,001 - $100,000 | $201 - $1,000 | — |
| — | — | — | Citibank - 5-Year Retirement CD - Matures 4/12/2026 | BA | 4 | — | None | $1,001 - $15,000 | — | — |
| — | — | — | HarperCollins Publishers LLC | IP | 5 | Royalty Payment | Royalty Payment | Undetermined | $15,001 - $50,000 | — |
| SP | — | — | Harvard University Employees Credit Union | BA | 6 | Savings & CD; Previously reported as filer | Dividends | $1,001 - $15,000 | $201 - $1,000 | — |
| — | — | — | Sage Publications Inc | IP | 7 | Royalty Payment | Royalty Payment | Undetermined | $1,001 - $2,500 | — |
| — | — | — | SYNCHRONY BANK | BA | 8 | — | None | None | — | — |
| SP | — | — | AB Municipal Income Fund, Inc. - AB High Income Municipal Portfolio - Z (ABTZX) | MF | 9 | — | None | None | — | — |
| SP | — | — | Allspring Municipal Bond Fund Class R6 (WMBRX) | MF | 10 | — | Dividends | $1,001 - $15,000 | $201 - $1,000 | — |
| SP | — | — | Allspring Ultra Short-Term Municipal Income Fund - Class R6 (WUSRX) | MF | 11 | — | None | None | — | — |
| SP | — | — | DFA Large Cap International Portfolio (DFALX) | MF | 12 | — | Capital Gains, Dividends | $15,001 - $50,000 | $2,501 - $5,000 | — |
| SP | — | — | iShares Core MSCI Emerging Markets ETF (IEMG) | EF | 13 | — | Capital Gains, Dividends | $1,001 - $15,000 | $1,001 - $2,500 | — |
| SP | — | — | iShares Core S&P 500 ETF (IVV) | EF | 14 | — | Capital Gains, Dividends | $1,001 - $15,000 | $1,001 - $2,500 | — |
| SP | — | — | iShares J.P. Morgan USD Emerging Markets Bond ETF (EMB) | EF | 15 | — | None | $1 - $1,000 | — | — |
| SP | — | — | iShares MSCI EAFE Small-Cap ETF (SCZ) | EF | 16 | Capital gains less than $200 | Capital Gains, Dividends | $1,001 - $15,000 | $201 - $1,000 | — |
| SP | — | — | iShares Russell Top 200 Growth ETF (IWY) | EF | 17 | — | Capital Gains, Dividends | $15,001 - $50,000 | $2,501 - $5,000 | — |
| SP | — | — | iShares Russell Top 200 Value ETF (IWX) | EF | 18 | — | Capital Gains, Dividends | $15,001 - $50,000 | $1,001 - $2,500 | — |
| SP | — | — | TIAA Cash Deposit Account | BA | 19 | — | None | $1,001 - $15,000 | — | — |
| SP | — | — | Vanguard Mid-Cap ETF (VO) | EF | 20 | — | Capital Gains, Dividends | $1,001 - $15,000 | $1,001 - $2,500 | — |
| SP | — | — | Vanguard Small-Cap ETF (VB) | EF | 21 | Capital gain less than $200 | Capital Gains, Dividends | $1,001 - $15,000 | $201 - $1,000 | — |
| — | — | — | CREF Stock Account - R2 (QCSTPX) | MF | 22 | — | Tax-Deferred | $100,001 - $250,000 | — | — |
| — | — | — | Dodge & Cox Income Fund - Class X (DOXIX) | MF | 23 | — | Tax-Deferred | $500,001 - $1,000,000 | — | — |
| — | — | — | EuroPacific Growth Fund Cl R-6 (RERGX) | MF | 24 | — | Tax-Deferred | None | — | — |
| — | — | — | Harbor Capital Appreciation Fund Insti Cl (HACAX) | MF | 25 | — | Tax-Deferred | $100,001 - $250,000 | — | — |
| — | — | — | MFS Mid Cap Value Fund Class R6 (MVCKX) | MF | 26 | — | Tax-Deferred | $100,001 - $250,000 | — | — |
| — | — | — | TIAA Real Estate Account (QREARX) | MF | 27 | — | Tax-Deferred | $100,001 - $250,000 | — | — |
| — | — | — | TIAA Traditional | FN | 28 | — | Tax-Deferred | $100,001 - $250,000 | — | — |
| — | — | — | Vanguard Target Retirement 2025 Fund (VTTVX) | MF | 29 | — | Tax-Deferred | $50,001 - $100,000 | — | — |
| — | — | — | Vanguard Total International Stock Index Fund Institutional Shares (VTSNX) | MF | 30 | — | Tax-Deferred | $250,001 - $500,000 | — | — |
| — | — | — | TIAA Traditional | FN | 31 | — | Tax-Deferred | $100,001 - $250,000 | — | — |
| JT | — | — | TIAA Cash Deposit Account | BA | 32 | — | None | $1,001 - $15,000 | — | — |
| JT | — | — | Vanguard FTSE Developed Markets ETF (VEA) | EF | 33 | — | Dividends | $15,001 - $50,000 | $1,001 - $2,500 | — |
| JT | — | — | Vanguard FTSE Emerging Markets ETF (VWO) | EF | 34 | — | Dividends | $1,001 - $15,000 | $201 - $1,000 | — |
| JT | — | — | Vanguard Growth ETF (VUG) | EF | 35 | VANGUARD GROWTH ETF | Dividends | $50,001 - $100,000 | $201 - $1,000 | — |
| JT | — | — | Vanguard Large-Cap ETF (VV) | EF | 36 | — | Dividends | $15,001 - $50,000 | $201 - $1,000 | — |
| JT | — | — | Vanguard Small-Cap ETF (VB) | EF | 37 | Previously held | None | $1,001 - $15,000 | — | — |
| JT | — | — | Vanguard Value ETF (VTV) | EF | 38 | — | Dividends | $15,001 - $50,000 | $201 - $1,000 | — |
| — | — | — | DFA Inflation Protected Securities Portfolio (DIPSX) | MF | 39 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | DFA Large Cap International Portfolio (DFALX) | MF | 40 | — | Tax-Deferred | $50,001 - $100,000 | — | — |
| — | — | — | iShares Core MSCI Emerging Markets ETF (IEMG) | EF | 41 | — | Tax-Deferred | $15,001 - $50,000 | — | — |
| — | — | — | iShares Core S&P 500 ETF (IVV) | EF | 42 | — | Tax-Deferred | $15,001 - $50,000 | — | — |
| — | — | — | iShares J.P. Morgan USD Emerging Markets Bond ETF (EMB) | EF | 43 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | iShares MSCI EAFE Small-Cap ETF (SCZ) | EF | 44 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | iShares Russell Top 200 Growth ETF (IWY) | EF | 45 | — | Tax-Deferred | $50,001 - $100,000 | — | — |
| — | — | — | iShares Russell Top 200 Value ETF (IWX) | EF | 46 | — | Tax-Deferred | $50,001 - $100,000 | — | — |
| — | — | — | RBC BlueBay High Yield Bond Fund Class I (RGHYX) | MF | 47 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | TIAA Cash Deposit Account | BA | 48 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Vanguard Intermediate-Term Bond Index Fund Admiral Shares (VBILX) | MF | 49 | — | Tax-Deferred | $15,001 - $50,000 | — | — |
| — | — | — | Vanguard Mid-Cap ETF (VO) | EF | 50 | — | Tax-Deferred | $50,001 - $100,000 | — | — |
| — | — | — | Vanguard Short-Term Bond Index Fund Admiral Shares (VBIRX) | MF | 51 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Vanguard Small-Cap ETF (VB) | EF | 52 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| SP | — | MD | T Rowe Price: Portfolio for Education Today | 5F | 53 | Previously reported as filer | Tax-Deferred | $15,001 - $50,000 | — | — |
| — | — | — | Capital Group EuroPacific Growth SA | OT | 54 | Mutual Fund; previously reported as AmFds Euro Pacfc Gr R6 | Tax-Deferred | $50,001 - $100,000 | — | — |
| — | — | — | State Street Equity 500 Index Fund Class K (SSSYX) | MF | 55 | Previously reported as SSgA SP 500 Indx NLndg K | Tax-Deferred | $250,001 - $500,000 | — | — |
| — | — | — | T. Rowe Price U.S. Mid-Cap Val Eq Tr-D | OT | 56 | Mutual Fund; previously reported as TRowePr MdCap Val Rtl | Tax-Deferred | $100,001 - $250,000 | — | — |
| — | — | — | T.Rowe Price Institutional Small-Cap Stock Fund (TRSSX) | MF | 57 | Previously reported as TRowePr Inst SmCap Stk | Tax-Deferred | $100,001 - $250,000 | — | — |
| — | — | — | William Blair Large Cap Growth CIT 5 | OT | 58 | Mutual Fund; previously reported as WlmBlr LgCap Gr CIF 5 | Tax-Deferred | $250,001 - $500,000 | — | — |
| SP | — | — | MORGAN STANLEY BANK N.A. | BA | 59 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| SP | — | — | Vanguard FTSE Developed Markets ETF (VEA) | EF | 60 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| SP | — | — | Vanguard FTSE Emerging Markets ETF (VWO) | EF | 61 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| SP | — | — | Vanguard Growth ETF (VUG) | EF | 62 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| SP | — | — | Vanguard Intermediate-Term Bond ETF (BIV) | EF | 63 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| SP | — | — | Vanguard Long-Term Bond ETF (BLV) | EF | 64 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| SP | — | — | Vanguard Mortgage-Backed Securities ETF (VMBS) | EF | 65 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| SP | — | — | Vanguard Short-Term Bond ETF (BSV) | EF | 66 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| SP | — | — | Vanguard Small-Cap ETF (VB) | EF | 67 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| SP | — | — | Vanguard Total International Bond ETF (BNDX) | EF | 68 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| SP | — | — | Vanguard Value ETF (VTV) | EF | 69 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| SP | — | — | Allspring Municipal Bond Fund Class R6 (WMBRX) | MF | 70 | Overall loss in 2025 | Dividends | None | $201 - $1,000 | — |
| SP | — | — | DFA Emerging Markets Portfolio I (DFEMX) | MF | 71 | — | Capital Gains, Dividends | None | $5,001 - $15,000 | — |
| SP | — | — | Federated Hermes Prime Cash Obligations Fund Wealth Shares (PCOXX) | MF | 72 | Money Market Mutual Fund | Dividends | $100,001 - $250,000 | $201 - $1,000 | — |
| SP | — | — | GE Aerospace Common Stock (GE) | ST | 73 | Inherited in 2025 | None | $50,001 - $100,000 | — | — |
| SP | — | — | GE HealthCare Technologies Inc. - Common Stock (GEHC) | ST | 74 | Inherited in 2025 | None | $1,001 - $15,000 | — | — |
| SP | — | — | GE Vernova Inc. Common Stock (GEV) | ST | 75 | Inherited in 2025 | None | $50,001 - $100,000 | — | — |
| SP | — | — | International Business Machines Corporation Common Stock (IBM) | ST | 76 | Inherited in 2025 | Dividends | $15,001 - $50,000 | $201 - $1,000 | — |
| SP | — | — | iShares J.P. Morgan USD Emerging Markets Bond ETF (EMB) | EF | 77 | — | Capital Gains, Dividends | None | $201 - $1,000 | — |
| SP | — | — | iShares MSCI EAFE Small-Cap ETF (SCZ) | EF | 78 | — | Capital Gains | None | $2,501 - $5,000 | — |
| SP | — | — | iShares Russell 1000 Growth Fund (IWF) | EF | 79 | — | Capital Gains, Dividends | $100,001 - $250,000 | $15,001 - $50,000 | — |
| SP | — | — | MORGAN STANLEY PRIVATE BANK NA | BA | 80 | — | None | $15,001 - $50,000 | — | — |
| SP | — | — | VanEck High Yield Muni ETF (HYD) | EF | 81 | Overall loss in 2025 | None | None | — | — |
| SP | — | — | Vanguard FTSE Developed Markets ETF (VEA) | EF | 82 | — | Capital Gains, Dividends | $100,001 - $250,000 | $15,001 - $50,000 | — |
| SP | — | — | Vanguard FTSE Emerging Markets ETF (VWO) | EF | 83 | — | Capital Gains, Dividends | None | $5,001 - $15,000 | — |
| SP | — | — | Vanguard Mid-Cap ETF (VO) | EF | 84 | — | Capital Gains, Dividends | $100,001 - $250,000 | $5,001 - $15,000 | — |
| SP | — | — | Vanguard Russell 1000 Value ETF (VONV) | EF | 85 | — | Capital Gains, Dividends | $100,001 - $250,000 | $5,001 - $15,000 | — |
| SP | — | — | Vanguard Small-Cap ETF (VB) | EF | 86 | — | Capital Gains, Dividends | $15,001 - $50,000 | $1,001 - $2,500 | — |
| SP | — | — | Vanguard Tax-Exempt Bond ETF (VTEB) | EF | 87 | — | Dividends | $250,001 - $500,000 | $2,501 - $5,000 | — |
| SP | — | — | Vanguard Total Bond Market ETF (BND) | EF | 88 | — | Dividends | $100,001 - $250,000 | $1,001 - $2,500 | — |
| SP | — | — | Vanguard Total International Bond ETF (BNDX) | EF | 89 | — | Dividends | $50,001 - $100,000 | $1,001 - $2,500 | — |
| SP | — | — | Vanguard Wellington Fund Vanguard Short-Term Tax Exempt Bond ETF (VTES) | EF | 90 | — | Dividends | $100,001 - $250,000 | $1,001 - $2,500 | — |
| SP | — | — | MORGAN STANLEY BANK N.A. | BA | 91 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| SP | — | — | Vanguard FTSE Developed Markets ETF (VEA) | EF | 92 | — | Tax-Deferred | $15,001 - $50,000 | — | — |
| SP | — | — | Vanguard FTSE Emerging Markets ETF (VWO) | EF | 93 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| SP | — | — | Vanguard Growth ETF (VUG) | EF | 94 | — | Tax-Deferred | $15,001 - $50,000 | — | — |
| SP | — | — | Vanguard Intermediate-Term Bond ETF (BIV) | EF | 95 | — | Tax-Deferred | $15,001 - $50,000 | — | — |
| SP | — | — | Vanguard Long-Term Bond ETF (BLV) | EF | 96 | — | Tax-Deferred | $15,001 - $50,000 | — | — |
| SP | — | — | Vanguard Mortgage-Backed Securities ETF (VMBS) | EF | 97 | — | Tax-Deferred | $15,001 - $50,000 | — | — |
| SP | — | — | Vanguard Short-Term Bond ETF (BSV) | EF | 98 | — | Tax-Deferred | $50,001 - $100,000 | — | — |
| SP | — | — | Vanguard Small-Cap ETF (VB) | EF | 99 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| SP | — | — | Vanguard Total International Bond ETF (BNDX) | EF | 100 | — | Tax-Deferred | $50,001 - $100,000 | — | — |
| SP | — | — | Vanguard Value ETF (VTV) | EF | 101 | — | Tax-Deferred | $15,001 - $50,000 | — | — |
| SP | — | — | Vanguard Target Retirement 2030 Fund (VTHRX) | MF | 102 | — | Tax-Deferred | $250,001 - $500,000 | — | — |
| SP | — | — | DFA Inflation Protected Securities Portfolio (DIPSX) | MF | 103 | — | Tax-Deferred | $15,001 - $50,000 | — | — |
| SP | — | — | DFA Large Cap International Portfolio (DFALX) | MF | 104 | — | Tax-Deferred | $250,001 - $500,000 | — | — |
| SP | — | — | iShares Core MSCI Emerging Markets ETF (IEMG) | EF | 105 | — | Tax-Deferred | $100,001 - $250,000 | — | — |
| SP | — | — | iShares Core S&P 500 ETF (IVV) | EF | 106 | — | Tax-Deferred | $100,001 - $250,000 | — | — |
| SP | — | — | iShares J.P. Morgan USD Emerging Markets Bond ETF (EMB) | EF | 107 | — | Tax-Deferred | $15,001 - $50,000 | — | — |
| SP | — | — | iShares MSCI EAFE Small-Cap ETF (SCZ) | EF | 108 | — | Tax-Deferred | $15,001 - $50,000 | — | — |
| SP | — | — | iShares Russell Top 200 Growth ETF (IWY) | EF | 109 | — | Tax-Deferred | $250,001 - $500,000 | — | — |
| SP | — | — | iShares Russell Top 200 Value ETF (IWX) | EF | 110 | — | Tax-Deferred | $100,001 - $250,000 | — | — |
| SP | — | — | RBC BlueBay High Yield Bond Fund Class I (RGHYX) | MF | 111 | — | Tax-Deferred | $15,001 - $50,000 | — | — |
| SP | — | — | TIAA Cash Deposit Account | BA | 112 | — | Tax-Deferred | $15,001 - $50,000 | — | — |
| SP | — | — | Vanguard Intermediate-Term Bond Index Fund Admiral Shares (VBILX) | MF | 113 | — | Tax-Deferred | $100,001 - $250,000 | — | — |
| SP | — | — | Vanguard Mid-Cap ETF (VO) | EF | 114 | — | Tax-Deferred | $100,001 - $250,000 | — | — |
| SP | — | — | Vanguard Short-Term Bond Index Fund Admiral Shares (VBIRX) | MF | 115 | — | Tax-Deferred | $15,001 - $50,000 | — | — |
| SP | — | — | Vanguard Small-Cap ETF (VB) | EF | 116 | VANGUARD SMALL-CAP ETF | Tax-Deferred | $15,001 - $50,000 | — | — |
| SP | — | — | Columbia Acorn Fund Class I (ACRNX) | MF | 117 | — | None | $50,001 - $100,000 | — | — |
| SP | — | — | iShares Russell 1000 Growth ETF (IWF) | EF | 118 | Partial sale less than $1,000 | Capital Gains, Dividends | $1,001 - $15,000 | $201 - $1,000 | — |
| SP | — | — | iShares Russell 1000 Value ETF (IWD) | EF | 119 | — | None | $1,001 - $15,000 | — | — |
| SP | — | — | Small Cap Growth Fund Class A (CGOAX) | MF | 120 | Capital gain distribution | Capital Gains, Dividends | $100,001 - $250,000 | $5,001 - $15,000 | — |
| SP | — | — | TIAA Cash Deposit Account | BA | 121 | — | None | $1,001 - $15,000 | — | — |
| SP | — | — | Allspring Municipal Bond Fund Class R6 (WMBRX) | MF | 122 | — | Capital Gains, Dividends | None | $5,001 - $15,000 | — |
| SP | — | — | Allspring Ultra Short-Term Municipal Income Fund - Class R6 (WUSRX) | MF | 123 | — | Capital Gains, Dividends | None | $1,001 - $2,500 | — |
| SP | — | — | iShares Core S&P 500 ETF (IVV) | EF | 124 | — | Dividends | $50,001 - $100,000 | $201 - $1,000 | — |
| SP | — | — | iShares MSCI EAFE Small-Cap ETF (SCZ) | EF | 125 | — | Dividends | $15,001 - $50,000 | $201 - $1,000 | — |
| SP | — | — | MORGAN STANLEY BANK N.A. | BA | 126 | — | None | $15,001 - $50,000 | — | — |
| SP | — | — | PIMCO Fds Emerging Markets Bond Fd Institu (PEBIX) | MF | 127 | — | Capital Gains, Dividends | None | $2,501 - $5,000 | — |
| SP | — | — | VanEck High Yield Muni ETF (HYD) | EF | 128 | — | Dividends | $15,001 - $50,000 | $201 - $1,000 | — |
| SP | — | — | Vanguard FTSE Developed Markets ETF (VEA) | EF | 129 | — | Dividends | $100,001 - $250,000 | $5,001 - $15,000 | — |
| SP | — | — | Vanguard FTSE Emerging Markets ETF (VWO) | EF | 130 | — | Dividends | $50,001 - $100,000 | $1,001 - $2,500 | — |
| SP | — | — | Vanguard Mid-Cap ETF (VO) | EF | 131 | — | Dividends | $100,001 - $250,000 | $1,001 - $2,500 | — |
| SP | — | — | Vanguard Russell 1000 Growth ETF (VONG) | EF | 132 | — | Dividends | $250,001 - $500,000 | $1,001 - $2,500 | — |
| SP | — | — | Vanguard Russell 1000 Value ETF (VONV) | EF | 133 | — | Dividends | $100,001 - $250,000 | $2,501 - $5,000 | — |
| SP | — | — | Vanguard Small-Cap ETF (VB) | EF | 134 | — | Dividends | $50,001 - $100,000 | $201 - $1,000 | — |
| SP | — | — | Vanguard Tax-Exempt Bond ETF (VTEB) | EF | 135 | — | Dividends | $100,001 - $250,000 | $1,001 - $2,500 | — |
| SP | — | — | Vanguard Wellington Fund Vanguard Short-Term Tax Exempt Bond ETF (VTES) | EF | 136 | — | Dividends | $50,001 - $100,000 | $201 - $1,000 | — |
| JT | — | — | Equity Index | OT | 137 | Open-end fund | None | $250,001 - $500,000 | — | — |
| JT | — | — | Mid-Cap Index | OT | 138 | Open-end fund | None | $250,001 - $500,000 | — | — |
| SP | — | — | Vanguard Cash Plus | BA | 139 | — | Interest | $15,001 - $50,000 | $201 - $1,000 | — |
| JT | — | — | Vanguard Developed Markets Index Admiral (VTMGX) | MF | 140 | — | Dividends | $500,001 - $1,000,000 | $15,001 - $50,000 | — |
| JT | — | — | Vanguard Emerging Markets Stock Index Fund Admiral Shares (VEMAX) | MF | 141 | — | Dividends | $100,001 - $250,000 | $2,501 - $5,000 | — |
| JT | — | — | Vanguard Large Cap Index Fund Admiral Shs (VLCAX) | MF | 142 | — | None | $1,001 - $15,000 | — | — |
| JT | — | — | Vanguard Money Market Reserves Federal Money Market Fund (VMFXX) | MF | 143 | — | Dividends | $50,001 - $100,000 | $1,001 - $2,500 | — |
| JT | — | — | Vanguard Total Stock Market Index Fd Admiral Shs (VTSAX) | MF | 144 | — | Dividends | $1,000,001 - $5,000,000 | $5,001 - $15,000 | — |
| SP | — | — | Vanguard Short-Term Investment Grade Fund Admiral Shrs (VFSUX) | MF | 145 | Long-term deferred compensation plan. Shares received as compensation for board service. Filer’s spouse cannot access any funds in this account until after her retirement. | Tax-Deferred | Spouse/DC Over $1,000,000 | — | — |