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KeyVex publishes these public financial disclosure filings as news, free and without registration, under the news-media provision of 5 U.S.C. § 13107(c). Source documents are linked on every entry.

Bob Brooks — 2025 financial disclosure

· Annual financial disclosures · U.S. Senate Electronic Financial Disclosure / U.S. House Clerk

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 typeAmendment
Filing year2025
Chamberhouse
Allianz Life Insurance Company$100,001 - $250,000 · None
Brooks Lawn Care LLC, 100% Interest$1,001 - $15,000 · None
City of Bethlehem Firemen's PensionUndetermined · Pension
Embassy Bank Checking$100,001 - $250,000 · None
Firefighters First Federal Credit Union$1,001 - $15,000 · None
Frank Huth & Sons Inc (S corporation, Nazareth PA)None · Capital Gains, Interest, S corp income
Fulton Bank$1,001 - $15,000 · None
Lincoln Financial Group$100,001 - $250,000 · None
Monterey Holdco Inc (S corporation, Emmaus PA)Undetermined · Capital Gains, Interest, S corp income
Peoples first FCU$1,001 - $15,000 · None
Peoples first FCU$50,001 - $100,000 · Interest
Residential Rental Property$250,001 - $500,000 · Rent
Cash$1,001 - $15,000 · Dividends
AMCAP Fund - Class F-3 (FMACX)$1,001 - $15,000 · Dividends
American Funds Fundamental Investors - Class F-3 (FUNFX)$1,001 - $15,000 · Dividends
iShares Core MSCI EAFE ETF (IEFA)$1,001 - $15,000 · Dividends
iShares Core MSCI Europe ETF (IEUR)$1,001 - $15,000 · Dividends
iShares Dynamic Equity Active ETF (BDYN)$1,001 - $15,000 · Dividends
iShares Dynamic Equity Active ETF (BDYN)$1,001 - $15,000 · Dividends
iShares Dynamic Equity Active ETF (BDYN)$1 - $1,000 · Dividends
iShares Dynamic Equity Active ETF (BDYN)$1 - $1,000 · Dividends
iShares MSCI Global Gold Miners ETF (RING)$1,001 - $15,000 · Dividends
iShares MSCI Japan Index Fund (EWJ)$1,001 - $15,000 · Dividends
New Perspective Fund - Class F-3 (FNPFX)$1 - $1,000 · Dividends
New Perspective Fund - Class F-3 (FNPFX)$1,001 - $15,000 · Dividends
New Perspective Fund - Class F-3 (FNPFX)$1 - $1,000 · Dividends
New Perspective Fund - Class F-3 (FNPFX)$1,001 - $15,000 · Dividends
Schwab U.S. Large-Cap Growth ETF (SCHG)$1,001 - $15,000 · Dividends
SMALLCAP World Fund, Inc. - Class F-3 (SFCWX)$1 - $1,000 · Dividends
SMALLCAP World Fund, Inc. - Class F-3 (SFCWX)$1,001 - $15,000 · Dividends
SMALLCAP World Fund, Inc. - Class F-3 (SFCWX)$1 - $1,000 · Dividends
SMALLCAP World Fund, Inc. - Class F-3 (SFCWX)$1,001 - $15,000 · Dividends
SMALLCAP World Fund, Inc. - Class F-3 (SFCWX)$1 - $1,000 · Dividends
State Street Communication Services Select Sector SPDR ETF (XLC)$1,001 - $15,000 · Dividends
State Street Consumer Discretionary Select Sector SPDR ETF (XLY)$1,001 - $15,000 · Dividends
State Street Energy Select Sector SPDR ETF (XLE)$1,001 - $15,000 · Dividends
State Street Financial Select Sector SPDR ETF (XLF)$1,001 - $15,000 · Dividends
State Street Health Care Select Sector SPDR ETF (XLV)$1,001 - $15,000 · Dividends
State Street Industrial Select Sector SPDR ETF (XLI)$1,001 - $15,000 · Dividends
State Street SPDR S&P Aerospace & Defense ETF (XAR)$1,001 - $15,000 · Dividends
…181 more assets: every one is in the complete record on this filing's page

The complete record

Every field KeyVex holds for this filing, as its API serves it. Nothing is withheld here that the API sells.

party—
statePA
officeRepresentative, PA-07
sourceHOUSE_CLERK_FD
chamberhouse
filing idhouse-fd-10073291
report urlhttps://disclosures-clerk.house.gov/public_disc/financial-pdfs/2025/10073291.pdf
scraped at2026-09-14T10:31:14.917Z
asset count221
bioguide id—
filing date2026-08-13
filing year2025
member lastBrooks
member nameBob Brooks
report typeAmendment
member firstBob
content parsedtrue
report subtypeAmendment Report
state district07
liability count5

assets (221)

ownertickerlocationasset nameasset typerow numberdescriptionincome typevalue rangeincome rangeasset subtype
SP——Allianz Life Insurance CompanyFN1—None$100,001 - $250,000——
——Nazareth, PA, USBrooks Lawn Care LLC, 100% InterestOL2100% member interest. Snow plowing and landscaping. Operating income is reported on Schedule C.None$1,001 - $15,000——
———City of Bethlehem Firemen's PensionPE3—PensionUndetermined——
JT——Embassy Bank CheckingBA4Personal CheckingNone$100,001 - $250,000——
———Firefighters First Federal Credit UnionBA5—None$1,001 - $15,000——
SP——Frank Huth & Sons Inc (S corporation, Nazareth PA)PS628 shares (11.25%). Interest closed out in 2025; spouse continues to receive commissions (Schedule C).Capital Gains, Interest, S corp incomeNone——
SP——Fulton BankBA7—None$1,001 - $15,000——
———Lincoln Financial GroupFN8—None$100,001 - $250,000——
SP——Monterey Holdco Inc (S corporation, Emmaus PA)PS92 shares (0.81%). $137,946 in 2025.Capital Gains, Interest, S corp incomeUndetermined——
JT——Peoples first FCUBA10—None$1,001 - $15,000——
JT——Peoples first FCUBA11—Interest$50,001 - $100,000——
SP—Bath, PA, USResidential Rental PropertyRP12—Rent$250,001 - $500,000——
SP——CashBA13—Dividends$1,001 - $15,000——
SP——AMCAP Fund - Class F-3 (FMACX)MF14—Dividends$1,001 - $15,000——
SP——American Funds Fundamental Investors - Class F-3 (FUNFX)MF15—Dividends$1,001 - $15,000——
SP——iShares Core MSCI EAFE ETF (IEFA)EF16—Dividends$1,001 - $15,000——
SP——iShares Core MSCI Europe ETF (IEUR)EF17—Dividends$1,001 - $15,000——
SP——iShares Dynamic Equity Active ETF (BDYN)EF18—Dividends$1,001 - $15,000——
SP——iShares Dynamic Equity Active ETF (BDYN)EF19—Dividends$1,001 - $15,000——
SP——iShares Dynamic Equity Active ETF (BDYN)EF20—Dividends$1 - $1,000——
SP——iShares Dynamic Equity Active ETF (BDYN)EF21—Dividends$1 - $1,000——
SP——iShares MSCI Global Gold Miners ETF (RING)EF22—Dividends$1,001 - $15,000——
SP——iShares MSCI Japan Index Fund (EWJ)EF23—Dividends$1,001 - $15,000——
SP——New Perspective Fund - Class F-3 (FNPFX)MF24—Dividends$1 - $1,000——
SP——New Perspective Fund - Class F-3 (FNPFX)MF25—Dividends$1,001 - $15,000——
SP——New Perspective Fund - Class F-3 (FNPFX)MF26—Dividends$1 - $1,000——
SP——New Perspective Fund - Class F-3 (FNPFX)MF27—Dividends$1,001 - $15,000——
SP——Schwab U.S. Large-Cap Growth ETF (SCHG)EF28—Dividends$1,001 - $15,000——
SP——SMALLCAP World Fund, Inc. - Class F-3 (SFCWX)MF29—Dividends$1 - $1,000——
SP——SMALLCAP World Fund, Inc. - Class F-3 (SFCWX)MF30—Dividends$1,001 - $15,000——
SP——SMALLCAP World Fund, Inc. - Class F-3 (SFCWX)MF31—Dividends$1 - $1,000——
SP——SMALLCAP World Fund, Inc. - Class F-3 (SFCWX)MF32—Dividends$1,001 - $15,000——
SP——SMALLCAP World Fund, Inc. - Class F-3 (SFCWX)MF33—Dividends$1 - $1,000——
SP——State Street Communication Services Select Sector SPDR ETF (XLC)EF34—Dividends$1,001 - $15,000——
SP——State Street Consumer Discretionary Select Sector SPDR ETF (XLY)EF35—Dividends$1,001 - $15,000——
SP——State Street Energy Select Sector SPDR ETF (XLE)EF36—Dividends$1,001 - $15,000——
SP——State Street Financial Select Sector SPDR ETF (XLF)EF37—Dividends$1,001 - $15,000——
SP——State Street Health Care Select Sector SPDR ETF (XLV)EF38—Dividends$1,001 - $15,000——
SP——State Street Industrial Select Sector SPDR ETF (XLI)EF39—Dividends$1,001 - $15,000——
SP——State Street SPDR S&P Aerospace & Defense ETF (XAR)EF40—Dividends$1,001 - $15,000——
SP——State Street Technology Select Sector SPDR ETF (XLK)EF41—Dividends$1,001 - $15,000——
SP——The Growth Fund of America - Class F-3 (GAFFX)MF42—Dividends$15,001 - $50,000——
SP——The Investment Company of America - Class F-3 (FFICX)MF43—Dividends$1,001 - $15,000——
SP——The New Economy Fund - Class F-3 (FNEFX)MF44—Dividends$1 - $1,000——
SP——The New Economy Fund - Class F-3 (FNEFX)MF45—Dividends$1,001 - $15,000——
SP——The New Economy Fund - Class F-3 (FNEFX)MF46—Dividends$1 - $1,000——
SP——The New Economy Fund - Class F-3 (FNEFX)MF47—Dividends$1,001 - $15,000——
SP——VanEck Semiconductor ETF (SMH)EF48—None$1 - $1,000——
SP——AbbVie Inc. Common Stock (ABBV)ST49—Dividends$1 - $1,000——
SP——Affirm Holdings, Inc. - Class A Common Stock (AFRM)ST50—None$1 - $1,000——
SP——Alphabet Inc. - Class A Common Stock (GOOGL)ST51—Dividends$1,001 - $15,000——
SP——Amazon.com, Inc. - Common Stock (AMZN)ST52—None$1,001 - $15,000——
SP——Amphenol Corporation Common Stock (APH)ST53—Dividends$1,001 - $15,000——
SP——Apple Inc. - Common Stock (AAPL)ST54—Dividends$1,001 - $15,000——
SP——Arista Networks, Inc. Common Stock (ANET)ST55—None$1 - $1,000——
SP——Armstrong World Industries Inc Common Stock (AWI)ST56—Dividends$1 - $1,000——
SP——Broadcom Inc. - Common Stock (AVGO)ST57—Dividends$1,001 - $15,000——
SP——Capital Group Core Equity ETF (CGUS)EF58—Dividends$15,001 - $50,000——
SP——Capital Group Global Equity ETF (CGGE)EF59—None$1,001 - $15,000——
SP——Capital Group Global Equity ETF (CGGE)EF60—None$1 - $1,000——
SP——Capital Group Global Equity ETF (CGGE)EF61—None$1,001 - $15,000——
SP——Capital Group Global Growth Equity ETF (CGGO)EF62—Dividends$1 - $1,000——
SP——Capital Group Global Growth Equity ETF (CGGO)EF63—Dividends$1,001 - $15,000——
SP——Capital Group Global Growth Equity ETF (CGGO)EF64—Dividends$1 - $1,000——
SP——Capital Group Global Growth Equity ETF (CGGO)EF65—Dividends$1,001 - $15,000——
SP——Capital Group Growth ETF (CGGR)EF66—None$15,001 - $50,000——
SP——Capital Group New Geography Equity ETF (CGNG)EF67—None$1,001 - $15,000——
SP——Capital Group U.S. Small and Mid Cap ETF (CGMM)EF68—Dividends$1,001 - $15,000——
SP——Cardinal Health, Inc. Common Stock (CAH)ST69—Dividends$1 - $1,000——
SP——Caseys General Stores, Inc. - Common Stock (CASY)ST70—Dividends$1,001 - $15,000——
SP——Catalyst Energy Infrastructure Fund Class I (MLXIX)MF71—Dividends$1,001 - $15,000——
SP——Catalyst/Millburn Hedge Strategy Fund Class I (MBXIX)MF72—Dividends$1,001 - $15,000——
SP——Cencora, Inc. Common Stock (COR)ST73—Dividends$1 - $1,000——
SP——Cintas Corporation - Common Stock (CTAS)ST74—Dividends$1 - $1,000——
SP——Coca-Cola Company (KO)ST75—Dividends$1 - $1,000——
SP——Columbia Dividend Income Fund Class I3 (CDDYX)MF76—Dividends$50,001 - $100,000——
SP——Costco Wholesale Corporation - Common Stock (COST)ST77—Dividends$1,001 - $15,000——
SP——Datadog, Inc. - Class A Common Stock (DDOG)ST78—None$1 - $1,000——
SP——Dell Technologies Inc. Class C Common Stock (DELL)ST79—Dividends$1 - $1,000——
SP——Eli Lilly and Company Common Stock (LLY)ST80—Dividends$1,001 - $15,000——
SP——EMCOR Group, Inc. Common Stock (EME)ST81—Dividends$1,001 - $15,000——
SP——Ferguson Enterprises Inc. Common Stock (FERG)ST82—Dividends$1 - $1,000——
SP——Fidelity 500 Index Fund (FXAIX)MF83—Dividends$15,001 - $50,000——
SP——Fidelity Advisor Growth & Income Fund - Class Z (FGJEX)MF84—Dividends$1,001 - $15,000——
SP——Fidelity Advisor International Discovery Fd Cl Z (FZAIX)MF85—Dividends$1,001 - $15,000——
SP——Fidelity Advisor International Value Fund - Class Z (FIQKX)MF86—Dividends$1,001 - $15,000——
SP——Fidelity Advisor Mega Cap Stock Fd Cl Z (FZALX)MF87—Dividends$1,001 - $15,000——
SP——Fidelity Global ex U.S. Index Fund (FSGGX)MF88—Dividends$15,001 - $50,000——
SP——Fidelity Large Cap Growth Index Fund (FSPGX)MF89—Dividends$15,001 - $50,000——
SP——Fidelity Large Cap Value Index Fund (FLCOX)MF90—Dividends$15,001 - $50,000——
SP——Fidelity Mid Cap Growth Index Fund (FMDGX)MF91—Dividends$1,001 - $15,000——
SP——Fidelity Mid Cap Index Fund (FSMDX)MF92—Dividends$1,001 - $15,000——
SP——Fidelity Mid Cap Value Index Fund (FIMVX)MF93—Dividends$1,001 - $15,000——
SP——Fidelity NASDAQ Composite Index (FNCMX)MF94—None$1,001 - $15,000——
SP——GE Aerospace Common Stock (GE)ST95—Dividends$1,001 - $15,000——
SP——Goldman Sachs Group, Inc. (GS)ST96—Dividends$1,001 - $15,000——
SP——Home Depot, Inc. (HD)ST97—Dividends$1 - $1,000——
SP——Howmet Aerospace Inc. Common Stock (HWM)ST98—Dividends$1 - $1,000——
SP——Intuitive Surgical, Inc. - Common Stock (ISRG)ST99—None$1 - $1,000——
SP——iShares Core MSCI EAFE ETF (IEFA)EF100—Dividends$1,001 - $15,000——
SP——iShares Core MSCI Europe ETF (IEUR)EF101—Dividends$1,001 - $15,000——
SP——iShares Core S&P 500 ETF (IVV)EF102—Dividends$1,001 - $15,000——
SP——iShares Dynamic Equity Active ETF (BDYN)EF103—Dividends$1,001 - $15,000——
SP——iShares Dynamic Equity Active ETF (BDYN)EF104—Dividends$1 - $1,000——
SP——iShares Dynamic Equity Active ETF (BDYN)EF105—Dividends$15,001 - $50,000——
SP——iShares Dynamic Equity Active ETF (BDYN)EF106—Dividends$1 - $1,000——
SP——iShares MSCI Global Gold Miners ETF (RING)EF107—Dividends$1,001 - $15,000——
SP——iShares MSCI Japan Index Fund (EWJ)EF108—Dividends$1,001 - $15,000——
SP——JPMorgan Equity Premium Income Fund Class I (JEPIX)MF109—Dividends$15,001 - $50,000——
SP——Lam Research Corporation - Common Stock (LRCX)ST110—Dividends$1 - $1,000——
SP——Mastercard Incorporated Common Stock (MA)ST111—Dividends$1,001 - $15,000——
SP——Meta Platforms, Inc. - Class A Common Stock (META)ST112—Dividends$1,001 - $15,000——
SP——Microsoft Corporation - Common Stock (MSFT)ST113—Dividends$1,001 - $15,000——
SP——MongoDB, Inc. - Class A Common Stock (MDB)ST114—None$1,001 - $15,000——
SP——Monster Beverage Corporation - Common Stock (MNST)ST115—None$1 - $1,000——
SP——Morgan Stanley Common Stock (MS)ST116—Dividends$1 - $1,000——
SP——Netflix, Inc. - Common Stock (NFLX)ST117—None$1 - $1,000——
SP——NVIDIA Corporation - Common Stock (NVDA)ST118—Dividends$1,001 - $15,000——
SP——Oracle Corporation Common Stock (ORCL)ST119—Dividends$1 - $1,000——
SP——Palantir Technologies Inc. - Class A Common Stock (PLTR)ST120—None$1 - $1,000——
SP——Pegasystems Inc. - Common Stock (PEGA)ST121—None$1 - $1,000——
SP——Phillips 66 Common Stock (PSX)ST122—Dividends$1 - $1,000——
SP——Reddit, Inc. Class A Common Stock (RDDT)ST123—None$1 - $1,000——
SP——Roku, Inc. - Class A Common Stock (ROKU)ST124—None$1 - $1,000——
SP——Ross Stores, Inc. - Common Stock (ROST)ST125—None$1 - $1,000——
SP——Schwab U.S. Large-Cap Growth ETF (SCHG)EF126—Dividends$15,001 - $50,000——
SP——State Street Communication Services Select Sector SPDR ETF (XLC)EF127—Dividends$1,001 - $15,000——
SP——State Street Consumer Discretionary Select Sector SPDR ETF (XLY)EF128—Dividends$1,001 - $15,000——
SP——State Street Energy Select Sector SPDR ETF (XLE)EF129—Dividends$1,001 - $15,000——
SP——State Street Financial Select Sector SPDR ETF (XLF)EF130—Dividends$1,001 - $15,000——
SP——State Street Health Care Select Sector SPDR ETF (XLV)EF131—Dividends$1,001 - $15,000——
SP——State Street Industrial Select Sector SPDR ETF (XLI)EF132—Dividends$1,001 - $15,000——
SP——State Street SPDR S&P Aerospace & Defense ETF (XAR)EF133—Dividends$1,001 - $15,000——
SP——State Street Technology Select Sector SPDR ETF (XLK)EF134—Dividends$15,001 - $50,000——
SP——Tesla, Inc. - Common Stock (TSLA)ST135—None$1,001 - $15,000——
SP——Thrivent Small Cap Stock Fund Class S (TSCSX)MF136—Dividends$15,001 - $50,000——
SP——TJX Companies, Inc. (TJX)ST137—Dividends$1 - $1,000——
SP——Uber Technologies, Inc. Common Stock (UBER)ST138—None$1 - $1,000——
SP——VanEck Semiconductor ETF (SMH)EF139—None$1,001 - $15,000——
SP——Vanguard Growth ETF (VUG)EF140—Dividends$1,001 - $15,000——
SP——Vanguard Total World Stock Index ETF (VT)EF141—Dividends$1,001 - $15,000——
SP——Vanguard Total World Stock Index ETF (VT)EF142—Dividends$1,001 - $15,000——
SP——Vanguard Total World Stock Index ETF (VT)EF143—Dividends$1 - $1,000——
SP——Vanguard Total World Stock Index ETF (VT)EF144—Dividends$1 - $1,000——
SP——Visa Inc. (V)ST145—Dividends$1,001 - $15,000——
SP——Walmart Inc. - Common Stock (WMT)ST146—None$1 - $1,000——
JT——Advanced Micro Devices, Inc. (AMD)ST147—None$1 - $1,000——
JT——Air Products and Chemicals, Inc. Common Stock (APD)ST148—None$1 - $1,000——
JT——Alphabet Inc. - Class A Common Stock (GOOGL)ST149—Dividends$1,001 - $15,000——
JT——Amazon.com, Inc. - Common Stock (AMZN)ST150—None$1,001 - $15,000——
JT——Apple Inc. - Common Stock (AAPL)ST151—None$1,001 - $15,000——
JT——Applovin Corporation - Class A Common Stock (APP)ST152—None$1,001 - $15,000——
JT——Berkshire Hathaway Inc. New Common Stock (BRK.B)ST153—None$1 - $1,000——
JT——Broadcom Inc. - Common Stock (AVGO)ST154—None$1,001 - $15,000——
JT——Cardinal Health, Inc. Common Stock (CAH)ST155—None$1,001 - $15,000——
JT——Cencora, Inc. Common Stock (COR)ST156—None$1 - $1,000——
JT——Chevron Corporation Common Stock (CVX)ST157—None$1,001 - $15,000——
JT——Ciena Corporation (CIEN)ST158—None$1,001 - $15,000——
JT——Elevance Health, Inc. Common Stock (ELV)ST159—Dividends$1,001 - $15,000——
JT——Fidelity Advisor Growth & Income Fund - Class Z (FGJEX)MF160—None$1,001 - $15,000——
JT——Fidelity Advisor International Discovery Fd Cl Z (FZAIX)MF161—Dividends$1,001 - $15,000——
JT——Fidelity Advisor International Value Fund - Class Z (FIQKX)MF162—Dividends$1,001 - $15,000——
JT——Fidelity Advisor Mega Cap Stock Fd Cl Z (FZALX)MF163—Dividends$1,001 - $15,000——
JT——Hasbro, Inc. - Common Stock (HAS)ST164—None$1,001 - $15,000——
JT——Howmet Aerospace Inc. Common Stock (HWM)ST165—None$1,001 - $15,000——
JT——Humana Inc. Common Stock (HUM)ST166—None$1 - $1,000——
JT——Intel Corporation - Common Stock (INTC)ST167—None$1 - $1,000——
JT——Intercontinental Exchange Inc. Common Stock (ICE)ST168—None$1,001 - $15,000——
JT——Intuit Inc. - Common Stock (INTU)ST169—None$1 - $1,000——
JT——iShares Morningstar Large-Cap Growth ETF (ILCG)EF170—Dividends$1,001 - $15,000——
JT——iShares MSCI ACWI ex U.S. ETF (ACWX)EF171—Dividends$1,001 - $15,000——
JT——iShares Russell 1000 Growth Fund (IWF)EF172—Dividends$1,001 - $15,000——
JT——iShares Russell 1000 Value ETF (IWD)EF173—Dividends$1,001 - $15,000——
JT——iShares Russell Mid-Cap ETF (IWR)EF174—Dividends$1,001 - $15,000——
JT——iShares Russell Mid-Cap Value ETF (IWS)EF175—Dividends$1,001 - $15,000——
JT——iShares Russell Midcap Growth ETF (IWP)EF176—Dividends$1,001 - $15,000——
JT——Johnson Controls International plc Ordinary Share (JCI)ST177—None$1,001 - $15,000——
JT——JP Morgan Chase & Co. Common Stock (JPM)ST178—None$1 - $1,000——
JT——Medtronic plc. Ordinary Shares (MDT)ST179—None$1,001 - $15,000——
JT——Meta Platforms, Inc. - Class A Common Stock (META)ST180—None$1,001 - $15,000——
JT——Micron Technology, Inc. - Common Stock (MU)ST181—None$1,001 - $15,000——
JT——Microsoft Corporation - Common Stock (MSFT)ST182—Dividends$1,001 - $15,000——
JT——NVIDIA Corporation - Common Stock (NVDA)ST183—None$1,001 - $15,000——
JT——Rentokil Initial plc American Depositary Shares (RTO)ST184—None$1 - $1,000——
JT——Rocket Companies, Inc. Class A Common Stock (RKT)ST185—None$1,001 - $15,000——
JT——S&P Global Inc. Common Stock (SPGI)ST186—Dividends$1,001 - $15,000——
JT——Snowflake Inc. Common Stock (SNOW)ST187—None$1 - $1,000——
JT——Spotify Technology S.A. Ordinary Shares (SPOT)ST188—None$1,001 - $15,000——
JT——SS&C Technologies Holdings, Inc. - Common Stock (SSNC)ST189—Dividends$1,001 - $15,000——
JT——State Street SPDR Portfolio S&P 500 ETF (SPYM)EF190—None$1,001 - $15,000——
JT——Suncor Energy Inc. Common Stock (SU)ST191—None$1 - $1,000——
JT——TKO Group Holdings, Inc. Class A Common Stock (TKO)ST192—None$1 - $1,000——
JT——Visa Inc. (V)ST193—None$1,001 - $15,000——
JT——WESCO International, Inc. Common Stock (WCC)ST194—None$1,001 - $15,000——
JT——Western Digital Corporation - Common Stock (WDC)ST195—Dividends$1,001 - $15,000——
SP——CashBA196—DividendsNone——
———Fidelity 500 Index Fund (FXAIX)MF197—Dividends$1,001 - $15,000——
———Fidelity International Index Fund (FSPSX)MF198—Dividends$1,001 - $15,000——
———Fidelity Small Cap Index Fund (FSSNX)MF199—Dividends$1 - $1,000——
———Fidelity U.S. Bond Index Fund (FXNAX)MF200—Dividends$1,001 - $15,000——
SP——Allspring Special Mid Cap Value Fund Insti Class (WFMIX)MF201—Dividends$1,001 - $15,000——
SP——American Century Growth Fund - I Class (TWGIX)MF202—None$1,001 - $15,000——
SP——Baron Emerging Markets Fd Inst Shs (BEXIX)MF203—Dividends$1,001 - $15,000——
SP——Baron Small Cap Fund Inst Shs (BSFIX)MF204—None$1,001 - $15,000——
SP——Causeway International Value Fund - Institutional Class (CIVIX)MF205—Dividends$1,001 - $15,000——
SP——Dodge & Cox Stock Fund - Class I (DODGX)MF206—Dividends$1,001 - $15,000——
SP——Eaton Vance Income Fd of Boston Insti Shs (EIBIX)MF207—Dividends$1,001 - $15,000——
SP——Embark Commodity Strategy Fund Institutional Class (ECSWX)MF208—Dividends$1,001 - $15,000——
SP——EuroPacific Growth Fund, Class F-2 Shs (AEPFX)MF209—Dividends$1,001 - $15,000——
SP——Goldman Sachs Bank USA Point to Point CD AAFTIXX (AAFTIXX)MF210—Dividends$1,001 - $15,000——
SP——JPMorgan U.S. Equity Fund Class L (JMUEX)MF211—Dividends$1,001 - $15,000——
SP——JPMorgan Core Bond Fund I Class (WOBDX)MF212—Dividends$15,001 - $50,000——
SP——JPMorgan Emerging Markets Equity Fund Class L (JMIEX)MF213—Dividends$1,001 - $15,000——
SP——Lazard Emerging Markets Equity Portfolio Institutional Shares (LZEMX)MF214—Dividends$1,001 - $15,000——
SP——MFS Mid Cap Growth Fund - Class I (OTCIX)MF215—None$1,001 - $15,000——
SP——MFS Value Fund - Class I (MEIIX)MF216—Dividends$15,001 - $50,000——
SP——NYLI Winslow Large Cap Growth Fund Class I (MLAIX)MF217—None$1,001 - $15,000——
SP——PIMCO CommoditiesPLUS Strategy Fund Insti Cl (PCLIX)MF218—Dividends$1,001 - $15,000——
SP——PIMCO Funds Total Return Fund Institutional Shares (PTTRX)MF219—Dividends$1,001 - $15,000——
SP——T. Rowe Price Overseas Stock Fund (TROSX)MF220—Dividends$1,001 - $15,000——
SP——Victory Sycamore Small Company Opportunity CL I (VSOIX)MF221—Dividends$1,001 - $15,000——

liabilities (5)

debtorcommentcreditorincurredlocationrate termrow numberamount rangeliability type
——Carol Wiley2022——1$100,001 - $250,000Judgement
——Firefighters First Federal Credit UnionJanuary 2025——2$15,001 - $50,000Business Loan
SP—Truist BankMarch 2018——3$50,001 - $100,000Mortgage on investment property
——Firefighters First Federal Credit UnionDecember 2024——4$50,001 - $100,000Business Loan
JT—Darrell and Linda CrookNovember 2024——5$15,001 - $50,000Personal Loan

Original filing document