Neal Patrick MD, Facs Dunn — 2025 financial disclosure
Amendment status is not available for House filings. A filing listed here may since have been amended.
| Report type | Annual |
| Filing year | 2025 |
| Chamber | house |
| Cadence Checking Account | $100,001 - $250,000 |
| Interest$201 - iShares 10-20 Year Treasury Bond ETF (TLH) | $1,001 - $15,000 · Tax-Deferred |
| iShares A.I. Innovation and Tech Active ETF (BAI) | $1,001 - $15,000 · Tax-Deferred |
| iShares Bitcoin Trust ETF (IBIT) | $15,001 - $50,000 · Tax-Deferred |
| iShares Core MSCI Emerging Markets ETF (IEMG) | $15,001 - $50,000 · Tax-Deferred |
| iShares Core S&P 500 ETF (IVV) | $15,001 - $50,000 · Tax-Deferred |
| iShares Core Universal USD Bond ETF (IUSB) | $15,001 - $50,000 · Tax-Deferred |
| iShares Gold Trust Shares (IAU) | $1,001 - $15,000 · Tax-Deferred |
| iShares International Aggregate Bond Fund (IAGG) | $1,001 - $15,000 · Tax-Deferred |
| iShares MBS ETF (MBB) | $1,001 - $15,000 · Tax-Deferred |
| iShares MSCI EAFE Value ETF (EFV) | $15,001 - $50,000 · Tax-Deferred |
| iShares MSCI USA Momentum Factor ETF (MTUM) | $1,001 - $15,000 · Tax-Deferred |
| iShares MSCI USA Quality Factor ETF (QUAL) | $1,001 - $15,000 · Tax-Deferred |
| iShares S&P 100 Fund (OEF) | $15,001 - $50,000 · Tax-Deferred |
| iShares S&P 500 Growth ETF (IVW) | $15,001 - $50,000 · Tax-Deferred |
| iShares S&P 500 Value ETF (IVE) | $15,001 - $50,000 · Tax-Deferred |
| iShares U.S. Aerospace & Defense ETF (ITA) | $1,001 - $15,000 · Tax-Deferred |
| iShares U.S. Equity Factor Rotation Active ETF (DYNF) | $15,001 - $50,000 · Tax-Deferred |
| iShares U.S. Thematic Rotation Active ETF (THRO) | $1,001 - $15,000 · Tax-Deferred |
| Morgan Stanley Sweep Account | $1,001 - $15,000 · Tax-Deferred |
| iShares Core MSCI Emerging Markets ETF (IEMG) | no value stated |
| $1,001 - $15,000Tax-Deferred iShares Core S&P 500 ETF (IVV) | no value stated |
| $1,001 - $15,000Tax-Deferred iShares MSCI EAFE Value ETF (EFV) | no value stated |
| $1,001 - $15,000Tax-Deferred iShares S&P 100 Fund (OEF) | no value stated |
| $1,001 - $15,000Tax-Deferred iShares S&P 500 Growth ETF (IVW) | no value stated |
| $1,001 - $15,000Tax-Deferred iShares S&P 500 Value ETF (IVE) | no value stated |
| $1,001 - $15,000Tax-Deferred iShares U.S. Equity Factor Rotation Active ETF (DYNF) | no value stated |
| $1,001 - $15,000Tax-Deferred Alerian MLP ETF (AMLP) | $100,001 - $250,000 · Tax-Deferred |
| Apple Inc. - Common Stock (AAPL) | $250,001 - $500,000 · Tax-Deferred |
| AT&T Inc 5.00% Depositary Shares Perpetual Preferred Stock Series A (T.A) | no value stated |
| $15,001 - $50,000Tax-Deferred Preferred Stock (CADE.A) | $50,001 - $100,000 · Tax-Deferred |
| Perpetual Preferred Stock, Series I (COF.I) | $50,001 - $100,000 · Tax-Deferred |
| Flaherty & Crumrine Dynamic PF (DFP) | $50,001 - $100,000 · Tax-Deferred |
| Invesco QQQ Trust, Series 1 (QQQ) | $500,001 - $1,000,000 · Tax-Deferred |
| iShares Biotechnology ETF (IBB) | $100,001 - $250,000 · Tax-Deferred |
| iShares Core S&P 500 ETF (IVV) | $250,001 - $500,000 · Tax-Deferred |
| iShares Preferred and Income Securities ETF (PFF) | no value stated |
| $1,001 - $15,000Tax-Deferred iShares Russell 2000 Index Fund (IWM) | $100,001 - $250,000 · Tax-Deferred |
| iShares U.S. Aerospace & Defense ETF (ITA) | $250,001 - $500,000 · Tax-Deferred |
| Johnson & Johnson Common Stock (JNJ) | $50,001 - $100,000 · Tax-Deferred |
| … | 34 further assets are in the source document |