| Report type | Annual |
| Filing year | 2025 |
| Chamber | senate |
| David H. McCormick Fidelity Traditional IRA Account | -- |
| QQQ - Nasdaq QQQ Invesco ETF | $100,001 - $250,000 · None · None (or less than $201) |
| IJR - iShares Core S&P Small-Cap | $50,001 - $100,000 · None · None (or less than $201) |
| VIG - Dividend Appreciation ETF Vanguard | $100,001 - $250,000 · None · None (or less than $201) |
| VUG - Growth ETF Vanguard | $100,001 - $250,000 · None · None (or less than $201) |
| QIWSQ - Fidelity | None (or less than $1,001) · None · None (or less than $201) |
| David McCormick Charitable Gift Fund | -- |
| VGT - Information Technology ETF Vanguard | None (or less than $1,001) · None · None (or less than $201) |
| FCASH - Fidelity | $15,001 - $50,000 · None · None (or less than $201) |
| David H McCormick 2020 Dynasty Trust | -- |
| Fidelity David H McCormick 2020 Dynasty Trust Investment Account | -- |
| IJR - iShares Core S&P Small-Cap | $100,001 - $250,000 · Dividends, Capital Gains · $15,001 - $50,000 |
| QQQ - Nasdaq QQQ Invesco ETF | $250,001 - $500,000 · Dividends, Capital Gains · $100,001 - $1,000,000 |
| VIG - Dividend Appreciation ETF Vanguard | $250,001 - $500,000 · Dividends, Capital Gains · $50,001 - $100,000 |
| VUG - Growth ETF Vanguard | $250,001 - $500,000 · Dividends, Capital Gains · $100,001 - $1,000,000 |
| FCASH- Fidelity | $15,001 - $50,000 · Interest · $201 - $1,000 |
| DGRW - WisdomTree U.S. Quality Dividend Growth Fund | $50,001 - $100,000 · Dividends · $201 - $1,000 |
| US Treasury | $50,001 - $100,000 · None · None (or less than $201) |
| Dynasty Trust Real Estate Investment | $1,000,001 - $5,000,000 · Rent/Royalties · None (or less than $201) |
| Dina Powell Investments | -- |
| GSLC - GS Activebeta US Largecap ETF | Over $1,000,000 and held independently by spouse or dependent child · Dividends, Capital Gains · $5,001 - $15,000 |
| BSPGX - Ishares S&P 500 Index Fund - Class G | $100,001 - $250,000 · Dividends, Capital Gains · $1,001 - $2,500 |
| BTMKX-Ishares MSCI EAFE International Index Fund - Cla | $15,001 - $50,000 · Dividends, Capital Gains · $1,001 - $2,500 |
| SSHQX - State Street Hedged International Developed Equi | $15,001 - $50,000 · Dividends, Capital Gains · $1,001 - $2,500 |
| DBEF - Xtrackers MSCI EAFE Hedged Equity ETF | $250,001 - $500,000 · Dividends, Capital Gains · $15,001 - $50,000 |
| Goldman Sachs | Over $1,000,000 and held independently by spouse or dependent child · Interest · $100,001 - $1,000,000 |
| GTFPX | $250,001 - $500,000 · Dividends, Capital Gains · $5,001 - $15,000 |
| GSKPX | Over $1,000,000 and held independently by spouse or dependent child · Dividends, Capital Gains · $100,001 - $1,000,000 |
| GS Restricted Stock Units | Over $1,000,000 and held independently by spouse or dependent child · None · None (or less than $201) |
| PENNSYLVANIA ST GO JD GO BDS FIRST SER PRERE | $250,001 - $500,000 · Interest · $5,001 - $15,000 |
| Stonebridge 2021 Access Fund LP | $250,001 - $500,000 · Excepted Investment Fund · $50,001 - $100,000 |
| Stonebridge 2022 Access Fund | $500,001 - $1,000,000 · Excepted Investment Fund · $50,001 - $100,000 |
| PPS Investors Employee LP | $500,001 - $1,000,000 · Excepted Investment Fund · None (or less than $201) |
| West Street Senior Credit Partners III Employee Fund | $100,001 - $250,000 · Excepted Investment Fund · None (or less than $201) |
| CARLISLE BORO PA GO JJ GO BDS | $50,001 - $100,000 · Interest · $2,501 - $5,000 |
| SPRING TWP PA GO BDS | $15,001 - $50,000 · Interest · $1,001 - $2,500 |
| ALLEGHENY CNTY PA SAN AUTH SWR REV JD REV BDS 2020 | $50,001 - $100,000 · Interest · $2,501 - $5,000 |
| PITTSBURGH PA SCH DIST GO MS GO BDS 2019 | $50,001 - $100,000 · Interest · $2,501 - $5,000 |
| LOWER MERION PA SCH DIST GO MN GO BDS | $50,001 - $100,000 · Interest · $2,501 - $5,000 |
| PENNSYLVANIA ST GO MN GO BDS First Ser | $50,001 - $100,000 · Interest · $2,501 - $5,000 |
| … | 335 further assets are in the source document |