| Report type | Annual |
| Filing year | 2025 |
| Chamber | senate |
| HealthEquity Corporate | $1,001 - $15,000 · None · None (or less than $201) |
| Wells Fargo | $1,001 - $15,000 · None · None (or less than $201) |
| Merrill Lynch - CMA Account | -- |
| Bank of America, N.A. | $1,001 - $15,000 · Interest · $2,501 - $5,000 |
| ETHIX - Eaton Vance High Income Opportunites Fund Class | $15,001 - $50,000 · Excepted Investment Fund · $201 - $1,000 |
| PGEOX - George Putnam Balanced Fund Class A | $1,001 - $15,000 · Excepted Investment Fund · $201 - $1,000 |
| OIGAX - Invesco Oppenheimer International Growth Fund Cl | $1,001 - $15,000 · Excepted Investment Fund · $2,501 - $5,000 |
| IWM - iShares Russell 2000 ETF | $15,001 - $50,000 · Excepted Investment Fund · $201 - $1,000 |
| LGRRX - Loomis Sayles Funds - Growth Fund Class A [Trust | $15,001 - $50,000 · Excepted Investment Fund · $201 - $1,000 |
| MEIAX - MFS Series Trust I - MFS Value Fund Class A | $15,001 - $50,000 · Excepted Investment Fund · $1,001 - $2,500 |
| PPSAX - Principal Funds Inc. - Spectrum Preferred and C | $1,001 - $15,000 · Excepted Investment Fund · $201 - $1,000 |
| POGAX - Putnam Growth Opportunities Fund Class A | $1,001 - $15,000 · Excepted Investment Fund · $201 - $1,000 |
| PEQUX - Putnam Focused International Equity Fund A | $1,001 - $15,000 · Excepted Investment Fund · None (or less than $201) |
| BlackRock Liquidity Funds FedFund | $100,001 - $250,000 · Excepted Investment Fund · $1,001 - $2,500 |
| The Gamaliel Project LLC | -- |
| ML Bank Deposit Program | $1,001 - $15,000 · Interest · $1,001 - $2,500 |
| BlackRock Liquidity Funds FedFund | $50,001 - $100,000 · Excepted Investment Fund · $1,001 - $2,500 |
| MMBB - American Baptist Church Retirement Plan | -- |
| Balanced Fund | $500,001 - $1,000,000 · Excepted Investment Fund · None (or less than $201) |
| VTTHX - Vanguard Target Retirement 2035 Fund | $100,001 - $250,000 · Excepted Investment Fund · None (or less than $201) |
| MMBB - American Baptist Churches Tax-Deferred Annuity Plan | -- |
| Balanced Fund | $50,001 - $100,000 · Excepted Investment Fund · None (or less than $201) |
| VTTHX - Vanguard Target Retirement 2035 Fund | $15,001 - $50,000 · Excepted Investment Fund · None (or less than $201) |