| Report type | Annual |
| Filing year | 2025 |
| Chamber | senate |
| GAJPX - Goldman Sachs Dynamic Municipal Income Fund Class | None (or less than $1,001) · Excepted Investment Fund · None (or less than $201) |
| XOM-Exxon Mobil Corporation (NYSE) | $100,001 - $250,000 · Dividends · $5,001 - $15,000 |
| VIG - Dividend Appreciation ETF Vanguard | $15,001 - $50,000 · Excepted Investment Fund · $201 - $1,000 |
| XLE - SPDR Select Sector Fund - Energy Select Sector | $1,001 - $15,000 · Excepted Investment Fund · $201 - $1,000 |
| SPY - SPDR S&P 500 | $15,001 - $50,000 · Excepted Investment Fund · None (or less than $201) |
| EPD-Enterprise Products Partners L.P. (NYSE) | $100,001 - $250,000 · Dividends · $15,001 - $50,000 |
| DRLL - EA Series Trust Strive U.S. Energy ETF | $1,001 - $15,000 · Excepted Investment Fund · $201 - $1,000 |
| Victory Capital 529 - Child 2 | -- |
| Age-Based Option 14-15: Conservative Portfolio | $50,001 - $100,000 · Excepted Investment Fund · None (or less than $201) |
| Plan FBO Aggressive Growth Portfolio | $100,001 - $250,000 · Excepted Investment Fund · None (or less than $201) |
| Plan FBO Moderately Aggressive Portfolio | $100,001 - $250,000 · Excepted Investment Fund · None (or less than $201) |
| Plan FBO Moderate Portfolio | $50,001 - $100,000 · Excepted Investment Fund · None (or less than $201) |
| Fidelity 529 - Child 1 | -- |
| MA Portfolio 2027 | $250,001 - $500,000 · Excepted Investment Fund · None (or less than $201) |
| Traditional IRA | -- |
| GAFPX - Goldman Sachs Enhanced Dividend Global Equity Port | $50,001 - $100,000 · Excepted Investment Fund · $1,001 - $2,500 |
| Bank of America | $1,001 - $15,000 · Interest · None (or less than $201) |
| Bank of America | $15,001 - $50,000 · Interest · None (or less than $201) |
| American Express | $50,001 - $100,000 · Interest · $201 - $1,000 |
| Chase | $1,001 - $15,000 · Interest · None (or less than $201) |
| Texas ERS Retirement Account | $50,001 - $100,000 · None · None (or less than $201) |
| Health Equity HSA | $1,001 - $15,000 · Interest · None (or less than $201) |
| Morgan Lewis Bockius LLP Tax-Saver Retirement Plan | -- |
| Vanguard Target Retirement 2040 Tr I | $50,001 - $100,000 · Excepted Investment Fund · None (or less than $201) |
| VGSNX - Vanguard Real Estate Index Fund Institutional Shar | $50,001 - $100,000 · Excepted Investment Fund · $1,001 - $2,500 |
| AEPGX - American Funds Europacific Growth A | $50,001 - $100,000 · Excepted Investment Fund · None (or less than $201) |
| FSSLX - Fidelity Series Small Cap Core Fund | $100,001 - $250,000 · Excepted Investment Fund · None (or less than $201) |
| Morgan Lewis Bockius LLP Defined Contribution Plan | -- |
| Vanguard Target Retirement 2035 Tr I | $250,001 - $500,000 · Excepted Investment Fund · None (or less than $201) |
| Morgan Lewis Cash Balance Retirement Plan | $500,001 - $1,000,000 · None · None (or less than $201) |
| Goldman Sachs | $1,001 - $15,000 · Interest · None (or less than $201) |
| GS-The Goldman Sachs Group, Inc. | $1,000,001 - $5,000,000 · Dividends, Interest · $50,001 - $100,000 |
| Spouse 401K | -- |
| LIJIX - BlackRock LifePath Index 2035 Fund Institutional S | $1,000,001 - $5,000,000 · Excepted Investment Fund · None (or less than $201) |
| Bitcoin | $100,001 - $250,000 · None · None (or less than $201) |
| Bitcoin Miners | -- |
| Bitcoin Miners | $1,001 - $15,000 · Other (Bitcoin) · Other $5,001.00 |
| Private Equity Co-Investment Partners III LLC | $15,001 - $50,000 · Excepted Investment Fund · $1,001 - $2,500 |
| TPG Tech Adjacencies II Access LLC | $15,001 - $50,000 · Excepted Investment Fund · $2,501 - $5,000 |
| 8VC RSS Access LLC | $50,001 - $100,000 · Excepted Investment Fund · None (or less than $201) |
| … | 13 further assets are in the source document |