| Report type | Annual |
| Filing year | 2025 |
| Chamber | senate |
| Wells Fargo IRA | -- |
| Wells Fargo Bank, N.A. | $15,001 - $50,000 · None · None (or less than $201) |
| SPY - SPDR S&P 500 ETF | $1,000,001 - $5,000,000 · Excepted Investment Fund · None (or less than $201) |
| FTIXX - Goldman Sachs Financial Square Treasury Instruments Fund - Institutional Shares | $15,001 - $50,000 · Excepted Investment Fund · None (or less than $201) |
| JPMorgan Chase Bank, NA | $50,001 - $100,000 · None · None (or less than $201) |
| The MRW Blind Trust | -- |
| JPM TR I TAX FREE RESERVE SWEEP FD | $500,001 - $1,000,000 · Interest · $5,001 - $15,000 |
| Wells Fargo - Cash Reserve Prime Series Money Market Fund | $50,001 - $100,000 · Interest · $201 - $1,000 |
| Murray Bonitt Receivable | $50,001 - $100,000 · None · None (or less than $201) |
| Capital Cellular Corporation | -- |
| MSA Investments, LP | -- |
| Topeka KS, LP | -- |
| Minority Interest in Topeka, KS RSA Cellular License | $500,001 - $1,000,000 · Dividends · $50,001 - $100,000 |
| Petersburg Cellular Partnership | -- |
| Minority Interest in FCC 601 Petersburg-Colonial Heights-Hopewell VA MSA | $500,001 - $1,000,000 · Dividends · $100,001 - $1,000,000 |
| Columbia Capital Equity Partners IV, L.P. | $500,001 - $1,000,000 · Excepted Investment Fund · $100,001 - $1,000,000 |
| Updata Partners III L.P. | $15,001 - $50,000 · Excepted Investment Fund · None (or less than $201) |
| AP Europe VII, LP | $15,001 - $50,000 · Excepted Investment Fund · $1,001 - $2,500 |
| WDE Partners, LP | -- |
| West Deptford Energy Holdings, LLC | None (or less than $1,001) · Interest, Other (Ordinary Income) · None (or less than $201)Other $50,001.00 |
| Echo Bridge Realty Fund I, L.P. | -- |
| Wilton GSE LLC | $15,001 - $50,000 · None · None (or less than $201) |
| Edge Principal Investments III, LP | $500,001 - $1,000,000 · Excepted Investment Fund · $100,001 - $1,000,000 |
| Riverstone Global Energy and Power Private Investors V, LLC | $50,001 - $100,000 · Excepted Investment Fund · $15,001 - $50,000 |
| New Amsterdam BC Investors, LLC | -- |
| BetterCloud | None (or less than $1,001) · None · None (or less than $201) |
| Sachs Capital Fund II, LLC | $1,000,001 - $5,000,000 · Excepted Investment Fund · $100,001 - $1,000,000 |
| SPY - SPDR S&P 500 ETF | $25,000,001 - $50,000,000 · Excepted Investment Fund · $100,001 - $1,000,000 |
| Apollo EPF Private Investors, LLC | $1,001 - $15,000 · Excepted Investment Fund · None (or less than $201) |
| Legacy Airwest IX, LLC | -- |
| Airwest IX Warehouse | $500,001 - $1,000,000 · Rent/Royalties · $50,001 - $100,000 |
| Elysium Health, Inc. | $100,001 - $250,000 · None · None (or less than $201) |
| Snap+Style, Inc. (RemoteRetail) | $250,001 - $500,000 · None · None (or less than $201) |
| GWMIX - AMG GW&K Municipal Bond Fund Class I | $1,000,001 - $5,000,000 · Excepted Investment Fund · $50,001 - $100,000 |
| VEPF VI FAF, L.P. | $1,000,001 - $5,000,000 · Excepted Investment Fund · $100,001 - $1,000,000 |
| Fidelity Brokerage Services LLC | $1,001 - $15,000 · None · None (or less than $201) |
| HPRE Fund I US FI LP | $1,000,001 - $5,000,000 · Excepted Investment Fund · $15,001 - $50,000 |
| Health Velocity Capital I, LP | $500,001 - $1,000,000 · Excepted Investment Fund · $2,501 - $5,000 |
| Columbia Capital Equity Partners VII (QP), LP | $1,000,001 - $5,000,000 · Excepted Investment Fund · $2,501 - $5,000 |
| VEA - Vanguard FTSE Developed Markets Index Fund ETF Sha | $5,000,001 - $25,000,000 · Excepted Investment Fund · $100,001 - $1,000,000 |
| … | 120 further assets are in the source document |