| Report type | Annual |
| Filing year | 2025 |
| Chamber | senate |
| Needham Bank | $50,001 - $100,000 · Interest · $201 - $1,000 |
| Northwestern Mutual Adjustable Comp Life | $100,001 - $250,000 · Dividends · $2,501 - $5,000 |
| Northwestern Mutual Whole Life | $50,001 - $100,000 · Dividends · $1,001 - $2,500 |
| Northwestern Mutual Whole Life Policy | $15,001 - $50,000 · Dividends · $201 - $1,000 |
| Northwestern Mutual Adjustable Comp Life | $100,001 - $250,000 · Dividends · $2,501 - $5,000 |
| Northwestern Mutual Adjustable Comp Life | $50,001 - $100,000 · Dividends · $1,001 - $2,500 |
| Onadune, LLC | -- |
| Onadune | $100,001 - $250,000 · None · None (or less than $201) |
| Onadune, LLC | -- |
| Onadune | $15,001 - $50,000 · None · None (or less than $201) |
| Fidelity - Rollover IRA | -- |
| VEA - Vanguard FTSE Developed Markets Index Fund ETF Sha | $250,001 - $500,000 · Excepted Investment Fund · None (or less than $201) |
| FDRXX - Fidelity Government Cash Reserves | $15,001 - $50,000 · Excepted Investment Fund · None (or less than $201) |
| FXAIX - Fidelity 500 Index Fund | $250,001 - $500,000 · Excepted Investment Fund · None (or less than $201) |
| IWD - iShares Russell 1000 Value ETF | $250,001 - $500,000 · Excepted Investment Fund · None (or less than $201) |
| IWF - iShares Russell 1000 Growth ETF | $250,001 - $500,000 · Excepted Investment Fund · None (or less than $201) |
| IWN - iShares Russell 2000 Value ETF | $100,001 - $250,000 · Excepted Investment Fund · None (or less than $201) |
| IWO - iShares Russell 2000 Growth ETF | $50,001 - $100,000 · Excepted Investment Fund · None (or less than $201) |
| AGG - iShares Core U.S. Aggregate Bond ETF | $500,001 - $1,000,000 · Excepted Investment Fund · None (or less than $201) |
| Fidelity - Rollover IRA | -- |
| VEA - Vanguard FTSE Developed Markets Index Fund ETF Sha | $50,001 - $100,000 · Excepted Investment Fund · None (or less than $201) |
| FDRXX - Fidelity Government Cash Reserves | $1,001 - $15,000 · Excepted Investment Fund · None (or less than $201) |
| FXAIX - Fidelity 500 Index Fund | $50,001 - $100,000 · Excepted Investment Fund · None (or less than $201) |
| IWD - iShares Russell 1000 Value ETF | $50,001 - $100,000 · Excepted Investment Fund · None (or less than $201) |
| IWF - iShares Russell 1000 Growth ETF | $50,001 - $100,000 · Excepted Investment Fund · None (or less than $201) |
| IWN - iShares Russell 2000 Value ETF | $15,001 - $50,000 · Excepted Investment Fund · None (or less than $201) |
| IWO - iShares Russell 2000 Growth ETF | $15,001 - $50,000 · Excepted Investment Fund · None (or less than $201) |
| AGG - iShares Core U.S. Aggregate Bond ETF | $100,001 - $250,000 · Excepted Investment Fund · None (or less than $201) |
| Fidelity Partners Healthcare System, Inc. Retirement Plan | -- |
| VTTVX - Vanguard Target Retirement 2025 Fund | $1,001 - $15,000 · Excepted Investment Fund · None (or less than $201) |
| Fidelity - Brokerage | -- |
| AWF - AllianceBernstein Global High Income Fund | None (or less than $1,001) · Excepted Investment Fund · $201 - $1,000 |
| YYY - Amplify High Income ETF | None (or less than $1,001) · Excepted Investment Fund · $201 - $1,000 |
| DBC - Invesco DB Commodity Index Tracking Fund | None (or less than $1,001) · Excepted Investment Fund · $2,501 - $5,000 |
| DVY - iShares Select Dividend ETF | None (or less than $1,001) · Excepted Investment Fund · $5,001 - $15,000 |
| JNK - SPDR Bloomberg Barclays High Yield Bond ETF | None (or less than $1,001) · Excepted Investment Fund · $201 - $1,000 |
| VTI - Vanguard Total Stock Market Index Fund ETF Shares | $15,001 - $50,000 · Excepted Investment Fund · $201 - $1,000 |
| VTV - Vanguard Value ETF | $100,001 - $250,000 · Excepted Investment Fund · $2,501 - $5,000 |
| IYY - iShares Dow Jones U.S. ETF | None (or less than $1,001) · Excepted Investment Fund · $5,001 - $15,000 |
| VUG - Vanguard Growth ETF | $100,001 - $250,000 · Excepted Investment Fund · $201 - $1,000 |
| … | 18 further assets are in the source document |