Jared Moskowitz — 2025 financial disclosure

2026-08-13 · 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 type	Annual
Filing year	2025
Chamber	house
Bank of America Accounts	$1,001 - $15,000 · Interest · $1 - $200
Emergency Ventures, Inc.	$1,001 - $15,000 · None
Florida Retirement System	Undetermined · None
Goldman Sachs Savings Account	$250,001 - $500,000 · Interest · $5,001 - $15,000
MainStay Growth Allocation Class A	$50,001 - $100,000 · Capital Gains, Dividends · $2,501 - $5,000
MainStay MacKay High Yield Corporate Bond Fund Class A	$15,001 - $50,000 · Dividends · $1,001 - $2,500
Marcus CD	None · Interest · $5,001 - $15,000
Marcus Savings Account	$500,001 - $1,000,000 · Interest · $5,001 - $15,000
Mass Mutual Whole Life Insurance	$50,001 - $100,000 · None
Mass Mutual Whole Life Insurance	$50,001 - $100,000 · None
Merit International	$1,001 - $15,000 · None
MOD LLC	$250,001 - $500,000 · None
Stationhead, Inc.	$15,001 - $50,000 · None
Commercial property located in Colorado (1)	$1,001 - $15,000 · None
Commercial property located in Colorado (2)	$1,001 - $15,000 · None
Commercial property located in Florida	$1,001 - $15,000 · None
Commercial property located in Georgia (1)	$1,001 - $15,000 · None
Commercial property located in Georgia (2)	$1,001 - $15,000 · None
Commercial property located in North Carolina (1)	$1,001 - $15,000 · None
Commercial property located in North Carolina (2)	$1,001 - $15,000 · None
Commercial property located in North Carolina (3)	$1,001 - $15,000 · None
Commercial property located in North Carolina (4)	$1,001 - $15,000 · None
Commercial property located in Texas	$1,001 - $15,000 · None
Commercial property located in Texas (1)	$1,001 - $15,000 · None
Commercial property located in Texas (2)	$1,001 - $15,000 · None
Commercial property located in Virginia	$1,001 - $15,000 · None
American Funds 2055 Target Date Retirement Fund® Class R-2 (RBMTX)	$15,001 - $50,000 · Tax-Deferred
American Funds American High-Income Trust® Class R-2 (RITBX)	$15,001 - $50,000 · Tax-Deferred
American Funds Fundamental Investors® Class R-2	$50,001 - $100,000 · Tax-Deferred
American Funds Investment Company of America® Class R-2 (RICBX)	$1,001 - $15,000 · Tax-Deferred
American Funds The Growth Fund of America® Class R-2	$50,001 - $100,000 · Tax-Deferred
Invesco American Franchise Fund Class R	$50,001 - $100,000 · Tax-Deferred
Putnam Small Cap Growth Fund Class R (PSGRX)	$15,001 - $50,000 · Tax-Deferred
iShares Core U.S. Aggregate Bond ETF (AGG)	$1,001 - $15,000 · Tax-Deferred
iShares J.P. Morgan USD Emerging Markets Bond ETF (EMB)	$1,001 - $15,000 · Tax-Deferred
SPDR Portfolio S&P 400 Mid Cap ETF (SPMD)	$1,001 - $15,000 · Tax-Deferred
SPDR Portfolio S&P 600 Small Cap ETF (SPSM)	$1,001 - $15,000 · Tax-Deferred
State Street SPDR Portfolio S&P 500 ETF (SPYM)	$15,001 - $50,000 · Tax-Deferred
Vanguard FTSE Developed Markets ETF (VEA)	$15,001 - $50,000 · Tax-Deferred
Vanguard FTSE Emerging Markets ETF (VWO)	$1,001 - $15,000 · Tax-Deferred
…	307 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	Democrat
state	FL
office	Representative, FL-23
source	HOUSE_CLERK_FD
chamber	house
filing id	house-fd-10074897
report url	https://disclosures-clerk.house.gov/public_disc/financial-pdfs/2025/10074897.pdf
scraped at	2026-09-14T10:31:14.917Z
asset count	347
bioguide id	M001217
filing date	2026-08-13
filing year	2025
member last	Moskowitz
member name	Jared Moskowitz
report type	Annual
member first	Jared
content parsed	true
report subtype	Annual Report
state district	23
liability count	3

assets (347)

owner	ticker	location	asset name	asset type	row number	description	income type	value range	income range	asset subtype
—	—	—	Bank of America Accounts	BA	1	—	Interest	$1,001 - $15,000	$1 - $200	—
—	—	—	Emergency Ventures, Inc.	OP	2	Strike price $.15	None	$1,001 - $15,000	—	—
—	—	—	Florida Retirement System	PE	3	—	None	Undetermined	—	—
—	—	—	Goldman Sachs Savings Account	BA	4	—	Interest	$250,001 - $500,000	$5,001 - $15,000	—
—	—	—	MainStay Growth Allocation Class A	MF	5	—	Capital Gains, Dividends	$50,001 - $100,000	$2,501 - $5,000	—
—	—	—	MainStay MacKay High Yield Corporate Bond Fund Class A	MF	6	—	Dividends	$15,001 - $50,000	$1,001 - $2,500	—
—	—	—	Marcus CD	BA	7	—	Interest	None	$5,001 - $15,000	—
JT	—	—	Marcus Savings Account	BA	8	—	Interest	$500,001 - $1,000,000	$5,001 - $15,000	—
—	—	—	Mass Mutual Whole Life Insurance	WU	9	—	None	$50,001 - $100,000	—	—
SP	—	—	Mass Mutual Whole Life Insurance	WU	10	—	None	$50,001 - $100,000	—	—
—	—	—	Merit International	OP	11	Strike Price: $.36, Exercise pending.	None	$1,001 - $15,000	—	—
SP	—	Ft. Lauderdale, FL, US	MOD LLC	OL	12	Consulting Services (income reported on Sched. C)	None	$250,001 - $500,000	—	—
—	—	—	Stationhead, Inc.	PS	13	Software Company; New York, NY.	None	$15,001 - $50,000	—	—
—	—	Denver, CO, US	Commercial property located in Colorado (1)	RP	14	—	None	$1,001 - $15,000	—	—
—	—	Denver, CO, US	Commercial property located in Colorado (2)	RP	15	—	None	$1,001 - $15,000	—	—
—	—	Tampa, FL, US	Commercial property located in Florida	RP	16	—	None	$1,001 - $15,000	—	—
—	—	Atlanta, GA, US	Commercial property located in Georgia (1)	RP	17	—	None	$1,001 - $15,000	—	—
—	—	Atlanta, GA, US	Commercial property located in Georgia (2)	RP	18	—	None	$1,001 - $15,000	—	—
—	—	Raleigh, NC, US	Commercial property located in North Carolina (1)	RP	19	—	None	$1,001 - $15,000	—	—
—	—	Charlotte, NC, US	Commercial property located in North Carolina (2)	RP	20	—	None	$1,001 - $15,000	—	—
—	—	Charlotte, NC, US	Commercial property located in North Carolina (3)	RP	21	—	None	$1,001 - $15,000	—	—
—	—	Charlotte, NC, US	Commercial property located in North Carolina (4)	RP	22	—	None	$1,001 - $15,000	—	—
—	—	Houston, TX, US	Commercial property located in Texas	RP	23	—	None	$1,001 - $15,000	—	—
—	—	Houston, TX, US	Commercial property located in Texas (1)	RP	24	—	None	$1,001 - $15,000	—	—
—	—	Houston, TX, US	Commercial property located in Texas (2)	RP	25	—	None	$1,001 - $15,000	—	—
—	—	Chantilly, VA, US	Commercial property located in Virginia	RP	26	—	None	$1,001 - $15,000	—	—
—	—	—	American Funds 2055 Target Date Retirement Fund® Class R-2 (RBMTX)	MF	27	—	Tax-Deferred	$15,001 - $50,000	—	—
—	—	—	American Funds American High-Income Trust® Class R-2 (RITBX)	MF	28	—	Tax-Deferred	$15,001 - $50,000	—	—
—	—	—	American Funds Fundamental Investors® Class R-2	MF	29	—	Tax-Deferred	$50,001 - $100,000	—	—
—	—	—	American Funds Investment Company of America® Class R-2 (RICBX)	MF	30	—	Tax-Deferred	$1,001 - $15,000	—	—
—	—	—	American Funds The Growth Fund of America® Class R-2	MF	31	—	Tax-Deferred	$50,001 - $100,000	—	—
—	—	—	Invesco American Franchise Fund Class R	MF	32	—	Tax-Deferred	$50,001 - $100,000	—	—
—	—	—	Putnam Small Cap Growth Fund Class R (PSGRX)	MF	33	—	Tax-Deferred	$15,001 - $50,000	—	—
—	—	—	iShares Core U.S. Aggregate Bond ETF (AGG)	EF	34	—	Tax-Deferred	$1,001 - $15,000	—	—
—	—	—	iShares J.P. Morgan USD Emerging Markets Bond ETF (EMB)	EF	35	—	Tax-Deferred	$1,001 - $15,000	—	—
—	—	—	SPDR Portfolio S&P 400 Mid Cap ETF (SPMD)	EF	36	—	Tax-Deferred	$1,001 - $15,000	—	—
—	—	—	SPDR Portfolio S&P 600 Small Cap ETF (SPSM)	EF	37	—	Tax-Deferred	$1,001 - $15,000	—	—
—	—	—	State Street SPDR Portfolio S&P 500 ETF (SPYM)	EF	38	—	Tax-Deferred	$15,001 - $50,000	—	—
—	—	—	Vanguard FTSE Developed Markets ETF (VEA)	EF	39	—	Tax-Deferred	$15,001 - $50,000	—	—
—	—	—	Vanguard FTSE Emerging Markets ETF (VWO)	EF	40	—	Tax-Deferred	$1,001 - $15,000	—	—
—	—	—	Vanguard Total International Bond ETF (BNDX)	EF	41	—	Tax-Deferred	$1,001 - $15,000	—	—
SP	—	—	iShares 0-5 Year TIPS Bond ETF (STIP)	EF	42	—	Tax-Deferred	$1,001 - $15,000	—	—
SP	—	—	iShares Core U.S. Aggregate Bond ETF (AGG)	EF	43	—	Tax-Deferred	$15,001 - $50,000	—	—
SP	—	—	iShares J.P. Morgan USD Emerging Markets Bond ETF (EMB)	EF	44	—	Tax-Deferred	$1,001 - $15,000	—	—
SP	—	—	SPDR Portfolio S&P 400 Mid Cap ETF (SPMD)	EF	45	—	Tax-Deferred	$1,001 - $15,000	—	—
SP	—	—	SPDR Portfolio S&P 600 Small Cap ETF (SPSM)	EF	46	—	Tax-Deferred	$1,001 - $15,000	—	—
SP	—	—	State Street SPDR Portfolio S&P 500 ETF (SPYM)	EF	47	—	Tax-Deferred	$50,001 - $100,000	—	—
SP	—	—	Vanguard FTSE Developed Markets ETF (VEA)	EF	48	—	Tax-Deferred	$15,001 - $50,000	—	—
SP	—	—	Vanguard FTSE Emerging Markets ETF (VWO)	EF	49	—	Tax-Deferred	$1,001 - $15,000	—	—
SP	—	—	Vanguard Total International Bond ETF (BNDX)	EF	50	—	Tax-Deferred	$1,001 - $15,000	—	—
—	—	—	FIDELITY GOVERNMENT MONEY MARKET (SPAXX)	BA	51	—	Interest	$1,001 - $15,000	$1 - $200	—
—	—	—	iShares 10-20 Year Treasury Bond ETF (TLH)	EF	52	—	Dividends	$1,001 - $15,000	$1 - $200	—
—	—	—	iShares A.I. Innovation and Tech Active ETF (BAI)	EF	53	—	Dividends	$1,001 - $15,000	$1 - $200	—
—	—	—	iShares Core MSCI Emerging Markets ETF (IEMG)	EF	54	—	Dividends	$1,001 - $15,000	$201 - $1,000	—
—	—	—	iShares Core S&P 500 ETF	EF	55	—	Capital Gains, Dividends	$1,001 - $15,000	$2,501 - $5,000	—
—	—	—	iShares Core Total USD Bond Market ETF	EF	56	—	Capital Gains, Dividends	$1,001 - $15,000	$201 - $1,000	—
—	—	—	iShares Gold Trust Shares (IAU)	EF	57	—	Capital Gains	$1,001 - $15,000	$1 - $200	—
—	—	—	iShares International Aggregate Bond Fund (IAGG)	EF	58	—	Dividends	$1,001 - $15,000	$1 - $200	—
—	—	—	iShares MSCI EAFE Growth ETF	EF	59	—	Capital Gains, Dividends	None	$201 - $1,000	—
—	—	—	iShares MSCI EAFE Value ETF	EF	60	—	Capital Gains, Dividends	$1,001 - $15,000	$1,001 - $2,500	—
—	—	—	iShares MSCI Emerging Markets ex China ETF (EMXC)	EF	61	—	Capital Gains, Dividends	None	$201 - $1,000	—
—	—	—	iShares MSCI USA Momentum Factor (MTUM)	EF	62	—	Dividends	$1,001 - $15,000	$1 - $200	—
—	—	—	iShares MSCI USA Quality Factor ETF (QUAL)	EF	63	—	Capital Gains, Dividends	$1,001 - $15,000	$1,001 - $2,500	—
—	—	—	iShares S&P 100 Fund (OEF)	EF	64	—	Dividends	$1,001 - $15,000	$1 - $200	—
—	—	—	iShares S&P 500 Growth ETF (IVW)	EF	65	—	Capital Gains, Dividends	$1,001 - $15,000	$201 - $1,000	—
—	—	—	iShares S&P 500 Value ETF (IVE)	EF	66	—	Dividends	$1,001 - $15,000	$1 - $200	—
—	—	—	iShares U.S. Aerospace & Defense ETF (ITA)	EF	67	—	None	$1,001 - $15,000	—	—
—	—	—	iShares U.S. Equity Factor Rotation Active ETF (DYNF)	EF	68	—	Dividends	$1,001 - $15,000	$1 - $200	—
—	—	—	iShares U.S. Technology ETF (IYW)	EF	69	—	Capital Gains, Dividends	None	$1,001 - $2,500	—
—	—	—	iShares U.S. Thematic Rotation Active ETF (THRO)	EF	70	—	Dividends	$1,001 - $15,000	$1 - $200	—
DC	—	—	BLUE CHIP GROWTH PORTFOLIO A	MF	71	—	Tax-Deferred	$50,001 - $100,000	—	—
DC	—	—	INTERNATIONAL VALUE PORTFOLIO A	MF	72	—	Tax-Deferred	$1,001 - $15,000	—	—
DC	—	—	MID-CAP VALUE PORTFOLIO A	MF	73	—	Tax-Deferred	$15,001 - $50,000	—	—
DC	—	—	NEW HORIZONS PORTFOLIO A	MF	74	—	Tax-Deferred	$15,001 - $50,000	—	—
DC	—	—	SMALL-CAP STOCK PORTFOLIO A	MF	75	—	Tax-Deferred	$1,001 - $15,000	—	—
—	—	—	Cash Accounts	BA	76	—	Interest	$1,000,001 - $5,000,000	$5,001 - $15,000	—
—	—	—	CDs	BA	77	—	None	$100,001 - $250,000	—	—
—	—	—	US Treasury STRIP	OT	78	Merrill Treasury STRIPS	None	$100,001 - $250,000	—	—
—	—	—	Abbott Laboratories (ABT)	ST	79	—	Capital Gains, Dividends	None	$201 - $1,000	—
—	—	—	AbbVie Inc. Common Stock (ABBV)	ST	80	—	Dividends	$15,001 - $50,000	$201 - $1,000	—
—	—	—	Accenture plc Class A Ordinary Shares (ACN)	ST	81	—	Dividends	$15,001 - $50,000	$201 - $1,000	—
—	—	—	Alphabet Inc. - Class C Capital Stock (GOOG)	ST	82	—	Dividends	$15,001 - $50,000	$1 - $200	—
—	—	—	Amazon.com, Inc. - Common Stock (AMZN)	ST	83	—	None	$15,001 - $50,000	—	—
—	—	—	American Express Company Common Stock (AXP)	ST	84	—	None	$15,001 - $50,000	—	—
—	—	—	Amgen Inc. (AMGN)	ST	85	—	Dividends	$15,001 - $50,000	$201 - $1,000	—
—	—	—	Analog Devices, Inc. - Common Stock (ADI)	ST	86	—	Dividends	$15,001 - $50,000	$201 - $1,000	—
—	—	—	Apple Inc. (AAPL)	ST	87	—	Dividends	$15,001 - $50,000	$1 - $200	—
—	—	—	Atmos Energy Corporation Common Stock (ATO)	ST	88	—	Dividends	$15,001 - $50,000	$201 - $1,000	—
—	—	—	Automatic Data Processing, Inc. (ADP)	ST	89	—	Dividends	$1,001 - $15,000	$201 - $1,000	—
—	—	—	Berkshire Hathaway Inc. New (BRK.B)	ST	90	—	None	$15,001 - $50,000	—	—
—	—	—	Broadcom Inc. - Common Stock (AVGO)	ST	91	—	Capital Gains, Dividends	$15,001 - $50,000	$1,001 - $2,500	—
—	—	—	Brown & Brown, Inc. (BRO)	ST	92	—	Dividends	$1,001 - $15,000	$1 - $200	—
—	—	—	Carrier Global Corporation (CARR)	ST	93	—	Capital Gains, Dividends	None	$2,501 - $5,000	—
—	—	—	Cash Account	BA	94	—	Interest	$1,001 - $15,000	$1 - $200	—
—	—	—	Caterpillar, Inc. (CAT)	ST	95	—	Dividends	$15,001 - $50,000	$201 - $1,000	—
—	—	—	Chubb Limited (CB)	ST	96	—	Dividends	$1,001 - $15,000	$1 - $200	—
—	—	—	Cisco Systems, Inc. - Common Stock (CSCO)	ST	97	—	None	$15,001 - $50,000	—	—
—	—	—	Costco Wholesale Corporation (COST)	ST	98	—	Dividends	$15,001 - $50,000	$1 - $200	—
—	—	—	Cummins Inc. Common Stock (CMI)	ST	99	—	Dividends	$15,001 - $50,000	$201 - $1,000	—
—	—	—	Dell Technologies Inc. Class C Common Stock (DELL)	ST	100	—	Dividends	$15,001 - $50,000	$1 - $200	—
—	—	—	Eli Lilly and Company Common Stock (LLY)	ST	101	—	Dividends	$15,001 - $50,000	$1 - $200	—
—	—	—	Ferrari N.V. Common Shares (RACE)	ST	102	—	Dividends	$15,001 - $50,000	$201 - $1,000	—
—	—	—	Goldman Sachs Group, Inc. (GS)	ST	103	—	Dividends	$15,001 - $50,000	$1 - $200	—
—	—	—	HCA Healthcare, Inc. Common Stock (HCA)	ST	104	—	Dividends	$1,001 - $15,000	$1 - $200	—
—	—	—	Home Depot, Inc. (HD)	ST	105	—	Dividends	$1,001 - $15,000	$201 - $1,000	—
—	—	—	Honeywell International Inc. (HON)	ST	106	—	Dividends	$1,001 - $15,000	$201 - $1,000	—
—	—	—	Illinois Tool Works Inc. (ITW)	ST	107	—	Dividends	$15,001 - $50,000	$201 - $1,000	—
—	—	—	Johnson & Johnson (JNJ)	ST	108	—	Dividends	$15,001 - $50,000	$201 - $1,000	—
—	—	—	JP Morgan Chase & Co. Common Stock (JPM)	ST	109	—	Dividends	$15,001 - $50,000	$201 - $1,000	—
—	—	—	Lincoln Electric Holdings, Inc. - Common Shares (LECO)	ST	110	—	Capital Gains, Dividends	None	$1,001 - $2,500	—
—	—	—	Linde plc - Ordinary Shares (LIN)	ST	111	—	Dividends	$15,001 - $50,000	$1 - $200	—
—	—	—	Lockheed Martin Corporation (LMT)	ST	112	—	Dividends	$15,001 - $50,000	$201 - $1,000	—
—	—	—	Lumen Technologies, Inc. Common Stock (LUMN)	ST	113	—	None	$1,001 - $15,000	—	—
—	—	—	McDonald's Corporation (MCD)	ST	114	—	Dividends	$15,001 - $50,000	$201 - $1,000	—
—	—	—	McKesson Corporation Common Stock (MCK)	ST	115	—	Dividends	$15,001 - $50,000	$1 - $200	—
—	—	—	Meta Platforms, Inc. - Class A (META)	ST	116	—	Dividends	$15,001 - $50,000	$1 - $200	—
—	—	—	Microsoft Corporation (MSFT)	ST	117	—	Dividends	$15,001 - $50,000	$201 - $1,000	—
—	—	—	NVIDIA Corporation - Common Stock (NVDA)	ST	118	—	Dividends	$15,001 - $50,000	$1 - $200	—
—	—	—	Oracle Corporation Common Stock (ORCL)	ST	119	—	Dividends	$15,001 - $50,000	$1 - $200	—
—	—	—	Pepsico, Inc. (PEP)	ST	120	—	Capital Gains, Dividends	None	$201 - $1,000	—
—	—	—	Procter & Gamble Company (PG)	ST	121	—	Dividends	$1,001 - $15,000	$201 - $1,000	—
—	—	—	Public Service Enterprise Group Incorporated (PEG)	ST	122	—	Dividends	$15,001 - $50,000	$201 - $1,000	—
—	—	—	QUALCOMM Incorporated (QCOM)	ST	123	—	Dividends	$15,001 - $50,000	$201 - $1,000	—
—	—	—	Roper Technologies, Inc. (ROP)	ST	124	—	Dividends	$1,001 - $15,000	$1 - $200	—
—	—	—	RPM International Inc. (RPM)	ST	125	—	Dividends	$15,001 - $50,000	$201 - $1,000	—
—	—	—	S&P Global Inc. (SPGI)	ST	126	—	Dividends	$15,001 - $50,000	$1 - $200	—
—	—	—	Salesforce, Inc. (CRM)	ST	127	—	Capital Gains, Dividends	None	$201 - $1,000	—
—	—	—	Sherwin-Williams Company (SHW)	ST	128	—	Dividends	$1,001 - $15,000	$1 - $200	—
—	—	—	Southern Company (SO)	ST	129	—	Dividends	$15,001 - $50,000	$201 - $1,000	—
—	—	—	SPDR Gold Shares (GLD)	EF	130	—	Capital Gains	$15,001 - $50,000	$1 - $200	—
—	—	—	SPDR Select Sector Fund - Energy Select Sector (XLE)	EF	131	—	Capital Gains, Dividends	$15,001 - $50,000	$1,001 - $2,500	—
—	—	—	Starbucks Corporation (SBUX)	ST	132	—	Capital Gains, Dividends	None	$201 - $1,000	—
—	—	—	State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL)	EF	133	—	Capital Gains, Dividends	$1,001 - $15,000	$1,001 - $2,500	—
—	—	—	STERIS plc (STE)	ST	134	—	Capital Gains, Dividends	$1,001 - $15,000	$1 - $200	—
—	—	—	Stryker Corporation (SYK)	ST	135	—	Dividends	$15,001 - $50,000	$1 - $200	—
—	—	—	T-Mobile US, Inc. (TMUS)	ST	136	—	Dividends	$15,001 - $50,000	$201 - $1,000	—
—	—	—	Taiwan Semiconductor Manufacturing Company Ltd. (TSM)	ST	137	—	None	$15,001 - $50,000	—	—
—	—	—	Tesla, Inc. (TSLA)	ST	138	—	None	$15,001 - $50,000	—	—
—	—	—	Texas Instruments Incorporated (TXN)	ST	139	—	Capital Gains, Dividends	None	$2,501 - $5,000	—
—	—	—	The Cigna Group Common Stock (CI)	ST	140	—	Dividends	$1,001 - $15,000	$1 - $200	—
—	—	—	TJX Companies, Inc. (TJX)	ST	141	—	Dividends	$15,001 - $50,000	$1 - $200	—
—	—	—	Tractor Supply Company - Common Stock (TSCO)	ST	142	—	Dividends	$15,001 - $50,000	$201 - $1,000	—
—	—	—	Uber Technologies, Inc. (UBER)	ST	143	—	None	$15,001 - $50,000	—	—
—	—	—	UnitedHealth Group Incorporated Common Stock (UNH)	ST	144	—	Capital Gains, Dividends	None	$1,001 - $2,500	—
—	—	—	Visa Inc. (V)	ST	145	—	Dividends	$15,001 - $50,000	$1 - $200	—
—	—	—	W.W. Grainger, Inc. Common Stock (GWW)	ST	146	—	Dividends	$15,001 - $50,000	$1 - $200	—
—	—	—	Walmart Inc. (WMT)	ST	147	—	Dividends	$15,001 - $50,000	$1 - $200	—
—	—	—	Waste Management, Inc. (WM)	ST	148	—	Dividends	$1,001 - $15,000	$1 - $200	—
—	—	—	Amazon.com, Inc. (AMZN)	ST	149	—	None	$250,001 - $500,000	—	—
—	—	—	Amgen Inc. (AMGN)	ST	150	—	Dividends	$15,001 - $50,000	$201 - $1,000	—
—	—	—	Apple Inc. (AAPL)	ST	151	—	Dividends	$50,001 - $100,000	$201 - $1,000	—
—	—	—	Bank of America Corporation (BAC)	ST	152	—	Dividends	$50,001 - $100,000	$1,001 - $2,500	—
—	—	—	Cash Account	BA	153	—	Interest	$15,001 - $50,000	$1 - $200	—
—	—	—	Goldman Sachs Group, Inc. (GS)	ST	154	—	Dividends	$50,001 - $100,000	$1,001 - $2,500	—
—	—	—	Home Depot, Inc. (HD)	ST	155	—	Dividends	$15,001 - $50,000	$201 - $1,000	—
—	—	—	Johnson & Johnson (JNJ)	ST	156	—	Dividends	$15,001 - $50,000	$201 - $1,000	—
—	—	—	MIAMI-DADE CNTY FL AVIATION REV REF-B	GS	157	—	Interest	$15,001 - $50,000	$201 - $1,000	—
—	—	—	Microsoft Corporation (MSFT)	ST	158	—	Dividends	$50,001 - $100,000	$201 - $1,000	—
—	—	—	Porsche Automobil Holding SE Stuttgart Pref No VTG RTS (POAHF)	ST	159	—	Dividends	$1,001 - $15,000	$201 - $1,000	—
—	—	—	Procter & Gamble Company (PG)	ST	160	—	Dividends	$1,001 - $15,000	$201 - $1,000	—
—	—	—	Tesla, Inc. (TSLA)	ST	161	—	None	$15,001 - $50,000	—	—
—	—	—	UnitedHealth Group Incorporated Common Stock (UNH)	ST	162	—	Dividends	$1,001 - $15,000	$201 - $1,000	—
—	—	—	Wstrn Alliance PHOENIX AZ CD	BA	163	—	Interest	None	$1,001 - $2,500	—
DC	—	—	Cash Account	BA	164	—	Interest	$250,001 - $500,000	$5,001 - $15,000	—
DC	—	—	Charles Schwab Westlake TX CD	BA	165	—	Interest	None	$5,001 - $15,000	—
DC	—	—	Cash Account	BA	166	—	Interest	$100,001 - $250,000	$5,001 - $15,000	—
DC	—	—	Charles Schwab Westlake TX CD	BA	167	—	Interest	None	$5,001 - $15,000	—
DC	—	—	AbbVie Inc. Common Stock (ABBV)	ST	168	—	Capital Gains, Dividends	$1,001 - $15,000	$1 - $200	—
DC	—	—	Accenture plc Class A Ordinary Shares (ACN)	ST	169	—	Dividends	$1,001 - $15,000	$1 - $200	—
DC	—	—	Alphabet Inc. - Class C Capital Stock (GOOG)	ST	170	—	Dividends	$1,001 - $15,000	$1 - $200	—
DC	—	—	Amazon.com, Inc. - Common Stock (AMZN)	ST	171	—	None	$1,001 - $15,000	—	—
DC	—	—	American Express Company Common Stock (AXP)	ST	172	—	None	$1,001 - $15,000	—	—
DC	—	—	Amgen Inc. (AMGN)	ST	173	—	Dividends	$1,001 - $15,000	$201 - $1,000	—
DC	—	—	Analog Devices, Inc. - Common Stock (ADI)	ST	174	—	Dividends	$1,001 - $15,000	$1 - $200	—
DC	—	—	Apple Inc. (AAPL)	ST	175	—	Dividends	$15,001 - $50,000	$1 - $200	—
DC	—	—	Atmos Energy Corporation Common Stock (ATO)	ST	176	—	Dividends	$1,001 - $15,000	$1 - $200	—
DC	—	—	Automatic Data Processing, Inc. (ADP)	ST	177	—	Dividends	$1,001 - $15,000	$201 - $1,000	—
DC	—	—	Berkshire Hathaway Inc. New Common Stock (BRK.B)	ST	178	—	None	$1,001 - $15,000	—	—
DC	—	—	Broadcom Inc. - Common Stock (AVGO)	ST	179	—	Capital Gains, Dividends	$1,001 - $15,000	$201 - $1,000	—
DC	—	—	Brown & Brown, Inc. (BRO)	ST	180	—	Dividends	$1,001 - $15,000	$1 - $200	—
DC	—	—	Carrier Global Corporation (CARR)	ST	181	—	Capital Gains, Dividends	None	$1,001 - $2,500	—
DC	—	—	Cash Account	BA	182	—	Interest	$1,001 - $15,000	$1 - $200	—
DC	—	—	Caterpillar, Inc. (CAT)	ST	183	—	Dividends	$1,001 - $15,000	$1 - $200	—
DC	—	—	Chubb Limited (CB)	ST	184	—	Dividends	$1,001 - $15,000	$1 - $200	—
DC	—	—	Cisco Systems, Inc. - Common Stock (CSCO)	ST	185	—	None	$1,001 - $15,000	—	—
DC	—	—	Costco Wholesale Corporation (COST)	ST	186	—	Dividends	$1,001 - $15,000	$1 - $200	—
DC	—	—	Cummins Inc. Common Stock (CMI)	ST	187	—	Dividends	$1,001 - $15,000	$1 - $200	—
DC	—	—	Dell Technologies Inc. Class C Common Stock (DELL)	ST	188	—	Dividends	$1,001 - $15,000	$1 - $200	—
DC	—	—	Eli Lilly and Company Common Stock (LLY)	ST	189	—	Dividends	$1,001 - $15,000	$1 - $200	—
DC	—	—	Energy Select Sector SPDR Fund (XLE)	EF	190	—	Dividends	$1,001 - $15,000	$1 - $200	—
DC	—	—	Goldman Sachs Group, Inc. (GS)	ST	191	—	Dividends	$1,001 - $15,000	$1 - $200	—
DC	—	—	HCA Healthcare, Inc. Common Stock (HCA)	ST	192	—	Dividends	$1,001 - $15,000	$1 - $200	—
DC	—	—	Home Depot, Inc. (HD)	ST	193	—	Dividends	$1,001 - $15,000	$201 - $1,000	—
DC	—	—	Honeywell International Inc. (HON)	ST	194	—	Dividends	$1,001 - $15,000	$1 - $200	—
DC	—	—	Illinois Tool Works Inc. (ITW)	ST	195	—	Dividends	$1,001 - $15,000	$1 - $200	—
DC	—	—	Johnson & Johnson (JNJ)	ST	196	—	Capital Gains, Dividends	$1,001 - $15,000	$201 - $1,000	—
DC	—	—	JP Morgan Chase & Co. Common Stock (JPM)	ST	197	—	Dividends	$1,001 - $15,000	$1 - $200	—
DC	—	—	Linde plc - Ordinary Shares (LIN)	ST	198	—	Dividends	$1,001 - $15,000	$1 - $200	—
DC	—	—	Lockheed Martin Corporation (LMT)	ST	199	—	Dividends	$1,001 - $15,000	$1 - $200	—
DC	—	—	Mastercard Incorporated (MA)	ST	200	—	Dividends	$1,001 - $15,000	$1 - $200	—
DC	—	—	McDonald's Corporation (MCD)	ST	201	—	Dividends	$1,001 - $15,000	$201 - $1,000	—
DC	—	—	McKesson Corporation Common Stock (MCK)	ST	202	—	Dividends	$1,001 - $15,000	$1 - $200	—
DC	—	—	Meta Platforms, Inc. - Class A Common Stock (META)	ST	203	—	Dividends	$1,001 - $15,000	$1 - $200	—
DC	—	—	Microsoft Corporation (MSFT)	ST	204	—	Dividends	$15,001 - $50,000	$1 - $200	—
DC	—	—	NextEra Energy, Inc. (NEE)	ST	205	—	Dividends	$1,001 - $15,000	$1 - $200	—
DC	—	—	NVIDIA Corporation - Common Stock (NVDA)	ST	206	—	Dividends	$1,001 - $15,000	$1 - $200	—
DC	—	—	Oracle Corporation Common Stock (ORCL)	ST	207	—	Dividends	$1,001 - $15,000	$1 - $200	—
DC	—	—	Pepsico, Inc. (PEP)	ST	208	—	Dividends	None	$201 - $1,000	—
DC	—	—	Procter & Gamble Company (PG)	ST	209	—	Dividends	$1,001 - $15,000	$201 - $1,000	—
DC	—	—	Public Service Enterprise Group Incorporated (PEG)	ST	210	—	Dividends	$1,001 - $15,000	$1 - $200	—
DC	—	—	QUALCOMM Incorporated (QCOM)	ST	211	—	Dividends	$1,001 - $15,000	$1 - $200	—
DC	—	—	Roper Technologies, Inc. (ROP)	ST	212	—	Dividends	$1,001 - $15,000	$1 - $200	—
DC	—	—	RPM International Inc. (RPM)	ST	213	—	Dividends	$1,001 - $15,000	$1 - $200	—
DC	—	—	S&P Global Inc. (SPGI)	ST	214	—	Dividends	$1,001 - $15,000	$1 - $200	—
DC	—	—	Sherwin-Williams Company (SHW)	ST	215	—	Capital Gains, Dividends	$1,001 - $15,000	$201 - $1,000	—
DC	—	—	Snap-On Incorporated Common Stock (SNA)	ST	216	—	Dividends	$1,001 - $15,000	$1 - $200	—
DC	—	—	Southern Company (SO)	ST	217	—	Dividends	$1,001 - $15,000	$1 - $200	—
DC	—	—	SPDR Gold Shares (GLD)	EF	218	—	Capital Gains	$1,001 - $15,000	$1 - $200	—
DC	—	—	Starbucks Corporation (SBUX)	ST	219	—	Capital Gains, Dividends	None	$201 - $1,000	—
DC	—	—	State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL)	EF	220	—	Capital Gains, Dividends	$1,001 - $15,000	$201 - $1,000	—
DC	—	—	Stryker Corporation Common Stock (SYK)	ST	221	—	Dividends	$1,001 - $15,000	$1 - $200	—
DC	—	—	T-Mobile US, Inc. (TMUS)	ST	222	—	Dividends	$1,001 - $15,000	$1 - $200	—
DC	—	—	Taiwan Semiconductor Manufacturing Company Ltd. (TSM)	ST	223	—	None	$1,001 - $15,000	—	—
DC	—	—	Texas Instruments Incorporated (TXN)	ST	224	—	Capital Gains, Dividends	None	$1,001 - $2,500	—
DC	—	—	The Cigna Group Common Stock (CI)	ST	225	—	Dividends	$1,001 - $15,000	$1 - $200	—
DC	—	—	TJX Companies, Inc. (TJX)	ST	226	—	Dividends	$1,001 - $15,000	$1 - $200	—
DC	—	—	Tractor Supply Company - Common Stock (TSCO)	ST	227	—	Dividends	$1,001 - $15,000	$1 - $200	—
DC	—	—	Visa Inc. (V)	ST	228	—	Dividends	$1,001 - $15,000	$1 - $200	—
DC	—	—	W.W. Grainger, Inc. Common Stock (GWW)	ST	229	—	Dividends	$1,001 - $15,000	$1 - $200	—
DC	—	—	Walmart Inc. (WMT)	ST	230	—	Dividends	$1,001 - $15,000	$1 - $200	—
DC	—	—	Waste Management, Inc. (WM)	ST	231	—	Dividends	$1,001 - $15,000	$1 - $200	—
DC	—	—	AbbVie Inc. Common Stock (ABBV)	ST	232	—	Dividends	$1,001 - $15,000	$1 - $200	—
DC	—	—	Accenture plc Class A Ordinary Shares (ACN)	ST	233	—	Dividends	$1,001 - $15,000	$1 - $200	—
DC	—	—	Alphabet Inc. - Class C Capital Stock (GOOG)	ST	234	—	Dividends	$1,001 - $15,000	$1 - $200	—
DC	—	—	Amazon.com, Inc. - Common Stock (AMZN)	ST	235	—	None	$1,001 - $15,000	—	—
DC	—	—	American Express Company Common Stock (AXP)	ST	236	—	None	$1,001 - $15,000	—	—
DC	—	—	Amgen Inc. (AMGN)	ST	237	—	Dividends	$1,001 - $15,000	$1 - $200	—
DC	—	—	Analog Devices, Inc. - Common Stock (ADI)	ST	238	—	Dividends	$1,001 - $15,000	$1 - $200	—
DC	—	—	Apple Inc. (AAPL)	ST	239	—	Dividends	$1,001 - $15,000	$1 - $200	—
DC	—	—	Atmos Energy Corporation Common Stock (ATO)	ST	240	—	Dividends	$1,001 - $15,000	$1 - $200	—
DC	—	—	Automatic Data Processing, Inc. (ADP)	ST	241	—	Dividends	$1,001 - $15,000	$1 - $200	—
DC	—	—	Berkshire Hathaway Inc. New Common Stock (BRK.B)	ST	242	—	None	$1,001 - $15,000	—	—
DC	—	—	Broadcom Inc. - Common Stock (AVGO)	ST	243	—	Capital Gains, Dividends	$1,001 - $15,000	$1 - $200	—
DC	—	—	Brown & Brown, Inc. (BRO)	ST	244	—	Dividends	$1,001 - $15,000	$1 - $200	—
DC	—	—	Carrier Global Corporation (CARR)	ST	245	—	Capital Gains, Dividends	None	$1,001 - $2,500	—
DC	—	—	Caterpillar, Inc. (CAT)	ST	246	—	Dividends	$1,001 - $15,000	$1 - $200	—
DC	—	—	Chubb Limited (CB)	ST	247	—	Dividends	$1,001 - $15,000	$1 - $200	—
DC	—	—	Cisco Systems, Inc. - Common Stock (CSCO)	ST	248	—	None	$1,001 - $15,000	—	—
DC	—	—	Costco Wholesale Corporation (COST)	ST	249	—	Dividends	$1,001 - $15,000	$1 - $200	—
DC	—	—	Cummins Inc. Common Stock (CMI)	ST	250	—	Dividends	$1,001 - $15,000	$1 - $200	—
DC	—	—	Dell Technologies Inc. Class C Common Stock (DELL)	ST	251	—	Dividends	$1,001 - $15,000	$1 - $200	—
DC	—	—	Eli Lilly and Company Common Stock (LLY)	ST	252	—	Dividends	$1,001 - $15,000	$1 - $200	—
DC	—	—	Goldman Sachs Group, Inc. (GS)	ST	253	—	Dividends	$1,001 - $15,000	$1 - $200	—
DC	—	—	Home Depot, Inc. (HD)	ST	254	—	Dividends	$1,001 - $15,000	$1 - $200	—
DC	—	—	Honeywell International Inc. (HON)	ST	255	—	Dividends	$1,001 - $15,000	$1 - $200	—
DC	—	—	Illinois Tool Works Inc. (ITW)	ST	256	—	Dividends	$1,001 - $15,000	$1 - $200	—
DC	—	—	Johnson & Johnson (JNJ)	ST	257	—	Capital Gains, Dividends	$1,001 - $15,000	$201 - $1,000	—
DC	—	—	JP Morgan Chase & Co. Common Stock (JPM)	ST	258	—	Dividends	$1,001 - $15,000	$1 - $200	—
DC	—	—	Linde plc - Ordinary Shares (LIN)	ST	259	—	Dividends	$1,001 - $15,000	$1 - $200	—
DC	—	—	Lockheed Martin Corporation (LMT)	ST	260	—	Dividends	$1,001 - $15,000	$1 - $200	—
DC	—	—	McDonald's Corporation (MCD)	ST	261	—	Dividends	$1,001 - $15,000	$1 - $200	—
DC	—	—	McKesson Corporation Common Stock (MCK)	ST	262	—	Dividends	$1,001 - $15,000	$1 - $200	—
DC	—	—	Meta Platforms, Inc. - Class A Common Stock (META)	ST	263	—	Dividends	$1,001 - $15,000	$1 - $200	—
DC	—	—	Microsoft Corporation (MSFT)	ST	264	—	Dividends	$1,001 - $15,000	$1 - $200	—
DC	—	—	NextEra Energy, Inc. (NEE)	ST	265	—	Capital Gains, Dividends	$1,001 - $15,000	$1 - $200	—
DC	—	—	NVIDIA Corporation - Common Stock (NVDA)	ST	266	—	Dividends	$1,001 - $15,000	$1 - $200	—
DC	—	—	Oracle Corporation Common Stock (ORCL)	ST	267	—	Dividends	$1,001 - $15,000	$1 - $200	—
DC	—	—	Procter & Gamble Company (PG)	ST	268	—	Dividends	$1,001 - $15,000	$1 - $200	—
DC	—	—	Public Service Enterprise Group Incorporated (PEG)	ST	269	—	Dividends	$1,001 - $15,000	$1 - $200	—
DC	—	—	QUALCOMM Incorporated (QCOM)	ST	270	—	Dividends	$1,001 - $15,000	$1 - $200	—
DC	—	—	Roper Technologies, Inc. (ROP)	ST	271	—	Dividends	$1,001 - $15,000	$1 - $200	—
DC	—	—	RPM International Inc. (RPM)	ST	272	—	Dividends	$1,001 - $15,000	$1 - $200	—
DC	—	—	S&P Global Inc. (SPGI)	ST	273	—	Dividends	$1,001 - $15,000	$1 - $200	—
DC	—	—	Sherwin-Williams Company (SHW)	ST	274	—	Capital Gains, Dividends	None	$201 - $1,000	—
DC	—	—	Southern Company (SO)	ST	275	—	Dividends	$1,001 - $15,000	$1 - $200	—
DC	—	—	SPDR Gold Shares (GLD)	EF	276	—	Capital Gains	$1,001 - $15,000	$1 - $200	—
DC	—	—	Starbucks Corporation (SBUX)	ST	277	—	Capital Gains, Dividends	None	$201 - $1,000	—
DC	—	—	State Street Energy Select Sector SPDR ETF (XLE)	EF	278	—	Dividends	$15,001 - $50,000	$201 - $1,000	—
DC	—	—	State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL)	EF	279	—	Capital Gains, Dividends	$1,001 - $15,000	$1 - $200	—
DC	—	—	Stryker Corporation Common Stock (SYK)	ST	280	—	Dividends	$1,001 - $15,000	$1 - $200	—
DC	—	—	T-Mobile US, Inc. (TMUS)	ST	281	—	Dividends	$1,001 - $15,000	$1 - $200	—
DC	—	—	Taiwan Semiconductor Manufacturing Company Ltd. (TSM)	ST	282	—	None	$1,001 - $15,000	—	—
DC	—	—	Texas Instruments Incorporated (TXN)	ST	283	—	Capital Gains, Dividends	None	$201 - $1,000	—
DC	—	—	TJX Companies, Inc. (TJX)	ST	284	—	Dividends	$1,001 - $15,000	$1 - $200	—
DC	—	—	Tractor Supply Company - Common Stock (TSCO)	ST	285	—	Dividends	$1,001 - $15,000	$1 - $200	—
DC	—	—	Visa Inc. (V)	ST	286	—	Dividends	$1,001 - $15,000	$1 - $200	—
DC	—	—	W.W. Grainger, Inc. Common Stock (GWW)	ST	287	—	Dividends	$1,001 - $15,000	$1 - $200	—
DC	—	—	Walmart Inc. (WMT)	ST	288	—	Dividends	$1,001 - $15,000	$1 - $200	—
DC	—	—	Waste Management, Inc. (WM)	ST	289	—	Dividends	$1,001 - $15,000	$1 - $200	—
—	—	—	Cash Account	BA	290	—	Interest	$1,000,001 - $5,000,000	$15,001 - $50,000	—
—	—	—	Charles Schwab Westlake TX CD	BA	291	—	Interest	None	$5,001 - $15,000	—
SP	—	—	Cash Account	BA	292	—	Interest	$50,001 - $100,000	$2,501 - $5,000	—
DC	—	—	BD 529 BLACKROCK EMRG MKT A (LBKCZ)	MF	293	—	Tax-Deferred	$1,001 - $15,000	—	—
DC	—	—	BD 529 BLACKROCK EMRG MKT C (MTDBZ)	MF	294	—	Tax-Deferred	$1,001 - $15,000	—	—
DC	—	—	BD 529 BR MID CAP GRTH EQ A (DRBCZ)	MF	295	—	Tax-Deferred	$1,001 - $15,000	—	—
DC	—	—	BD 529 BR MID CAP GRTH EQ C ( (DBRBZ)	MF	296	—	Tax-Deferred	$1,001 - $15,000	—	—
DC	—	—	UBT 529 BD IL DFA RL EST SEC A (UBAFZ)	MF	297	—	Tax-Deferred	$1,001 - $15,000	—	—
DC	—	—	UBT 529 BD IL DFA RL EST SEC C (UTDFZ)	MF	298	—	Tax-Deferred	$1,001 - $15,000	—	—
DC	—	—	UBT 529 DELAWARE SM CAP CORE A (NBDCA)	MF	299	—	Tax-Deferred	$1,001 - $15,000	—	—
DC	—	—	UBT 529 DELAWARE SM CAP CORE C (NBDCC)	MF	300	—	Tax-Deferred	$1,001 - $15,000	—	—
DC	—	—	UBT 529 DFA INTL SMALL CO A (DFNSG)	MF	301	—	Tax-Deferred	$1,001 - $15,000	—	—
DC	—	—	UBT 529 DFA INTL SMALL CO C (UBNSG)	MF	302	—	Tax-Deferred	$1,001 - $15,000	—	—
DC	—	—	UBT 529 TROWE PRICE EQ INC A (NTREA)	MF	303	—	Tax-Deferred	$15,001 - $50,000	—	—
DC	—	—	UBT 529 TROWE PRICE EQ INC C (NTEIC)	MF	304	—	Tax-Deferred	$15,001 - $50,000	—	—
—	—	—	Cash Account	BA	305	—	Tax-Deferred	$1,001 - $15,000	—	—
—	—	—	Schwab 5-10 Year Corporate Bond ETF (SCHI)	EF	306	—	Tax-Deferred	$1,001 - $15,000	—	—
—	—	—	Schwab Fundamental International Equity ETF (FNDF)	EF	307	—	Tax-Deferred	$1,001 - $15,000	—	—
—	—	—	Schwab Fundamental US Large Company Index ETF (FNDX)	EF	308	—	Tax-Deferred	$1,001 - $15,000	—	—
—	—	—	Schwab Fundamental US Small Company Index ETF (FNDA)	EF	309	—	Tax-Deferred	$1,001 - $15,000	—	—
—	—	—	Schwab Mortgage-Backed Securities ETF (SMBS)	EF	310	—	Tax-Deferred	$1,001 - $15,000	—	—
—	—	—	Schwab U.S. Small-Cap ETF (SCHA)	EF	311	—	Tax-Deferred	$1,001 - $15,000	—	—
—	—	—	Schwab US Large-Cap ETF (SCHX)	EF	312	—	Tax-Deferred	$1,001 - $15,000	—	—
—	—	—	Vanguard Mortgage Backed Security (VMBS)	EF	313	—	Tax-Deferred	$1,001 - $15,000	—	—
—	—	—	AEXLAB	PS	314	Virtual reality technology studio; Miami, FL	None	$15,001 - $50,000	—	—
—	—	—	StartEngine	PS	315	Capital Market Company; West Hollywood, CA	None	$1,001 - $15,000	—	—
—	—	—	iShares Core MSCI EAFE	EF	316	—	Dividends	$1,001 - $15,000	$201 - $1,000	—
—	—	—	iShares Core Total USD Bond Market ETF (IUSB)	EF	317	—	Capital Gains, Dividends	$1,001 - $15,000	$201 - $1,000	—
—	—	—	iShares Treasury Floating Rate Bond ETF (TFLO)	EF	318	—	Dividends	$1,001 - $15,000	$201 - $1,000	—
—	—	—	Vanguard FTSE Emerging Markets	EF	319	—	Capital Gains, Dividends	$1,001 - $15,000	$1 - $200	—
—	—	—	Vanguard Total Stock Market	EF	320	—	Capital Gains, Dividends	$15,001 - $50,000	$201 - $1,000	—
—	—	—	Amazon.com, Inc. - Common Stock (AMZN)	ST	321	—	Distribution	$1,001 - $15,000	$1 - $200	—
—	—	—	Berkshire Hathaway Inc. New (BRK.B)	ST	322	—	None	$1,001 - $15,000	—	—
—	—	—	Global X Guru Index ETF (GURU)	EF	323	—	Dividends	$1,001 - $15,000	$1 - $200	—
—	—	—	iShares Treasury Floating Rate Bond ETF (TFLO)	EF	324	—	Dividends	$1,001 - $15,000	$1 - $200	—
—	—	—	iShares US Aerospace & Defense	EF	325	—	Dividends, Distribution	$1,001 - $15,000	$1 - $200	—
—	—	—	NVIDIA Corporation - Common Stock (NVDA)	ST	326	—	Dividends	$1,001 - $15,000	$1 - $200	—
—	—	—	PIMCO Enhanced Short Maturity Active Exchange-Traded Fund (MINT)	EF	327	—	Dividends	$1,001 - $15,000	$1 - $200	—
—	—	—	Schwab US Dividend Equity ETF (SCHD)	EF	328	—	Dividends	$1,001 - $15,000	$1 - $200	—
—	—	—	Vanguard Mega Cap ETF (MGC)	EF	329	—	Dividends	$1,001 - $15,000	$1 - $200	—
—	—	—	Vanguard Scottsdale Intermediate Term Treasury (VGIT)	EF	330	—	Dividends	$1,001 - $15,000	$1 - $200	—
—	—	—	Vanguard Sector Index Information Technology	EF	331	—	Dividends	$1,001 - $15,000	$1 - $200	—
—	—	—	Apple Inc. (AAPL)	ST	332	—	Tax-Deferred	$15,001 - $50,000	—	—
—	—	—	Berkshire Hathaway Inc. New Common Stock (BRK.B)	ST	333	—	Tax-Deferred	$1,001 - $15,000	—	—
—	—	—	iShares Core High Dividend ETF (HDV)	EF	334	—	Tax-Deferred	$1,001 - $15,000	—	—
DC	—	—	Amazon.com, Inc. - Common Stock (AMZN)	ST	335	—	None	$1,001 - $15,000	—	—
DC	—	—	Apple Inc. (AAPL)	ST	336	—	Dividends	$15,001 - $50,000	$1 - $200	—
DC	—	—	Berkshire Hathaway Inc. New Common Stock (BRK.B)	ST	337	—	None	$1,001 - $15,000	—	—
DC	—	—	iShares Core Aggressive Allocation Fund (AOA)	EF	338	—	Dividends	$1,001 - $15,000	$1 - $200	—
DC	—	—	NVIDIA Corporation - Common Stock (NVDA)	ST	339	—	None	$1,001 - $15,000	—	—
DC	—	—	Tesla, Inc. - Common Stock (TSLA)	ST	340	—	None	$1,001 - $15,000	—	—
DC	—	—	Amazon.com, Inc. - Common Stock (AMZN)	ST	341	—	None	$15,001 - $50,000	—	—
DC	—	—	Apple Inc. (AAPL)	ST	342	—	Dividends	$15,001 - $50,000	$1 - $200	—
DC	—	—	Berkshire Hathaway Inc. New Common Stock (BRK.B)	ST	343	—	None	$1,001 - $15,000	—	—
DC	—	—	iShares Core Aggressive Allocation Fund (AOA)	EF	344	—	Dividends	$1,001 - $15,000	$1 - $200	—
DC	—	—	NVIDIA Corporation - Common Stock (NVDA)	ST	345	—	None	$1,001 - $15,000	—	—
DC	—	—	Tesla, Inc. - Common Stock (TSLA)	ST	346	—	None	$1,001 - $15,000	—	—
DC	—	—	Walt Disney Company (DIS)	ST	347	—	Dividends	$1,001 - $15,000	$1 - $200	—

liabilities (3)

debtor	comment	creditor	incurred	location	rate term	row number	amount range	liability type
—	—	Bank of America	November 2019	—	—	1	$500,001 - $1,000,000	Mortgage on Personal Residence (1), Parkland, FL
—	—	American Express	December 2024	—	—	2	$15,001 - $50,000	Credit Card
—	—	CrossCountry Mortgage	December 2022	—	—	3	$500,001 - $1,000,000	Mortgage on Personal Residence (2), Washington, DC

Original filing document