Eunice Lehmacher — 2026 financial disclosure
Amendment status is not available for House filings. A filing listed here may since have been amended.
House filings are read from the House Clerk's PDF. On a candidate or new-filer report the income amounts print in two columns — current year to filing, and preceding year — and neither is shown here, because neither is the reporting period; the source document linked on this page has both. A row marked parse_unreliable may be misread; the source document is authoritative for it.
| Report type | Other |
| Filing year | 2026 |
| Chamber | house |
| John Hancock Eunice | $15,001 - $50,000 · Dividends |
| John Hancock Gerald | $15,001 - $50,000 · Dividends |
| SC Credit Union (SCU) | $15,001 - $50,000 · Interest |
| Self Help Credit Union | $15,001 - $50,000 · Interest |
| Sparda-Bank Südwest | $50,001 - $100,000 · Interest |
| 3M Company Common Stock (MMM) | $1,001 - $15,000 · Capital Gains, Dividends |
| AbbVie Inc. Common Stock (ABBV) | $1,001 - $15,000 · Capital Gains, Dividends |
| Accenture plc Class A Ordinary Shares (ACN) | $1,001 - $15,000 · Capital Gains, Dividends |
| Adobe Inc. - Common Stock (ADBE) | $1,001 - $15,000 · Capital Gains, Dividends |
| Advanced Micro Devices, Inc. (AMD) | $1,001 - $15,000 · Capital Gains, Dividends |
| ADVANTEST CORP SP/ADR (ATEYY) | $1,001 - $15,000 · Capital Gains, Dividends |
| AIA GROUP LTD S/ADR (AAGIY) | $1,001 - $15,000 · Capital Gains, Dividends |
| ALLIANZ SE UNSP/ADR (ALIZY) | $1,001 - $15,000 · Capital Gains, Dividends |
| Alphabet Inc. - Class A Common Stock (GOOGL) | $15,001 - $50,000 · Capital Gains, Dividends |
| Alphabet Inc. - Class C Capital Stock (GOOG) | $1,001 - $15,000 · Capital Gains, Dividends |
| Amazon.com, Inc. - Common Stock (AMZN) | $15,001 - $50,000 · Capital Gains, Dividends |
| Amphenol Corporation Common Stock (APH) | $1,001 - $15,000 · Capital Gains, Dividends |
| Anheuser-Busch Inbev SA Sponsored ADR (BUD) | $1,001 - $15,000 · Capital Gains, Dividends |
| Apollo Global Management, Inc. (APO) | $1,001 - $15,000 · Capital Gains, Dividends |
| Apple Inc. - Common Stock (AAPL) | $15,001 - $50,000 · Capital Gains, Dividends |
| Applovin Corporation - Class A Common Stock (APP) | $1,001 - $15,000 · Capital Gains, Dividends |
| Ares Management Corporation Class A Common Stock (ARES) | $1,001 - $15,000 · Capital Gains, Dividends |
| Arista Networks, Inc. Common Stock (ANET) | $1,001 - $15,000 · Capital Gains, Dividends |
| Arthur J. Gallagher & Co. Common Stock (AJG) | $1,001 - $15,000 · Capital Gains, Dividends |
| ASML Holding N.V. - New York Registry Shares (ASML) | $1,001 - $15,000 · Capital Gains, Dividends |
| AstraZeneca PLC Ordinary Shares (AZN) | $1,001 - $15,000 · Capital Gains, Dividends |
| Banco Santander, S.A. Sponsored ADR (SAN) | $1,001 - $15,000 · Capital Gains, Dividends |
| Bank of America Corporation Common Stock (BAC) | $1,001 - $15,000 · Capital Gains, Dividends |
| Berkshire Hathaway Inc. New Common Stock (BRK.B) | $1,001 - $15,000 · Capital Gains, Dividends |
| Boeing Company (BA) | $1,001 - $15,000 · Capital Gains, Dividends |
| Boston Scientific Corporation Common Stock (BSX) | $1,001 - $15,000 · Capital Gains, Dividends |
| British American Tobacco Industries, p.l.c. Common Stock ADR (BTI) | $1,001 - $15,000 · Capital Gains, Dividends |
| Broadcom Inc. - Common Stock (AVGO) | $15,001 - $50,000 · Capital Gains, Dividends |
| C.H. Robinson Worldwide, Inc. - Common Stock (CHRW) | $1,001 - $15,000 · Capital Gains, Dividends |
| Cadence Design Systems, Inc. - Common Stock (CDNS) | $1,001 - $15,000 · Capital Gains, Dividends |
| CAIXABANK SA UNSP/ADR (CAIXY) | $1,001 - $15,000 · Capital Gains, Dividends |
| Capital One Financial Corporation Common Stock (COF) | $1,001 - $15,000 · Capital Gains, Dividends |
| Carrier Global Corporation Common Stock (CARR) | $1,001 - $15,000 · Capital Gains, Dividends |
| Caterpillar, Inc. Common Stock (CAT) | $1,001 - $15,000 · Capital Gains, Dividends |
| Celestica, Inc. Common Stock (CLS) | $1,001 - $15,000 · Capital Gains, Dividends |
| … | 203 more assets: every one is in the complete record on this filing's page |
The complete record
| party | — |
| state | SC |
| office | Representative, SC-03 |
| source | HOUSE_CLERK_FD |
| chamber | house |
| filing id | house-fd-10082929 |
| report url | https://disclosures-clerk.house.gov/public_disc/financial-pdfs/2026/10082929.pdf |
| scraped at | 2026-10-05T10:30:21.086Z |
| asset count | 243 |
| bioguide id | — |
| filing date | 2026-09-27 |
| filing year | 2026 |
| member last | Lehmacher |
| member name | Eunice Lehmacher |
| report type | Other |
| member first | Eunice |
| content parsed | true |
| report subtype | Candidate Report |
| state district | 03 |
| liability count | 0 |
assets (243)
| owner | ticker | location | asset name | asset type | row number | description | income type | value range | income range | asset subtype |
|---|---|---|---|---|---|---|---|---|---|---|
| — | — | — | John Hancock Eunice | WU | 1 | tax-advantaged distribution | Dividends | $15,001 - $50,000 | — | — |
| SP | — | — | John Hancock Gerald | WU | 2 | tax-advantaged distribution | Dividends | $15,001 - $50,000 | — | — |
| JT | — | — | SC Credit Union (SCU) | BA | 3 | — | Interest | $15,001 - $50,000 | — | — |
| — | — | — | Self Help Credit Union | BA | 4 | — | Interest | $15,001 - $50,000 | — | — |
| SP | — | — | Sparda-Bank Südwest | BA | 5 | — | Interest | $50,001 - $100,000 | — | — |
| JT | — | — | 3M Company Common Stock (MMM) | ST | 6 | — | Capital Gains, Dividends | $1,001 - $15,000 | — | — |
| JT | — | — | AbbVie Inc. Common Stock (ABBV) | ST | 7 | — | Capital Gains, Dividends | $1,001 - $15,000 | — | — |
| JT | — | — | Accenture plc Class A Ordinary Shares (ACN) | ST | 8 | — | Capital Gains, Dividends | $1,001 - $15,000 | — | — |
| JT | — | — | Adobe Inc. - Common Stock (ADBE) | ST | 9 | — | Capital Gains, Dividends | $1,001 - $15,000 | — | — |
| JT | — | — | Advanced Micro Devices, Inc. (AMD) | ST | 10 | — | Capital Gains, Dividends | $1,001 - $15,000 | — | — |
| JT | — | — | ADVANTEST CORP SP/ADR (ATEYY) | ST | 11 | — | Capital Gains, Dividends | $1,001 - $15,000 | — | — |
| JT | — | — | AIA GROUP LTD S/ADR (AAGIY) | ST | 12 | — | Capital Gains, Dividends | $1,001 - $15,000 | — | — |
| JT | — | — | ALLIANZ SE UNSP/ADR (ALIZY) | ST | 13 | — | Capital Gains, Dividends | $1,001 - $15,000 | — | — |
| JT | — | — | Alphabet Inc. - Class A Common Stock (GOOGL) | ST | 14 | — | Capital Gains, Dividends | $15,001 - $50,000 | — | — |
| JT | — | — | Alphabet Inc. - Class C Capital Stock (GOOG) | ST | 15 | — | Capital Gains, Dividends | $1,001 - $15,000 | — | — |
| JT | — | — | Amazon.com, Inc. - Common Stock (AMZN) | ST | 16 | — | Capital Gains, Dividends | $15,001 - $50,000 | — | — |
| JT | — | — | Amphenol Corporation Common Stock (APH) | ST | 17 | — | Capital Gains, Dividends | $1,001 - $15,000 | — | — |
| JT | — | — | Anheuser-Busch Inbev SA Sponsored ADR (BUD) | ST | 18 | — | Capital Gains, Dividends | $1,001 - $15,000 | — | — |
| JT | — | — | Apollo Global Management, Inc. (APO) | ST | 19 | — | Capital Gains, Dividends | $1,001 - $15,000 | — | — |
| JT | — | — | Apple Inc. - Common Stock (AAPL) | ST | 20 | — | Capital Gains, Dividends | $15,001 - $50,000 | — | — |
| JT | — | — | Applovin Corporation - Class A Common Stock (APP) | ST | 21 | — | Capital Gains, Dividends | $1,001 - $15,000 | — | — |
| JT | — | — | Ares Management Corporation Class A Common Stock (ARES) | ST | 22 | — | Capital Gains, Dividends | $1,001 - $15,000 | — | — |
| JT | — | — | Arista Networks, Inc. Common Stock (ANET) | ST | 23 | — | Capital Gains, Dividends | $1,001 - $15,000 | — | — |
| JT | — | — | Arthur J. Gallagher & Co. Common Stock (AJG) | ST | 24 | — | Capital Gains, Dividends | $1,001 - $15,000 | — | — |
| JT | — | — | ASML Holding N.V. - New York Registry Shares (ASML) | ST | 25 | — | Capital Gains, Dividends | $1,001 - $15,000 | — | — |
| JT | — | — | AstraZeneca PLC Ordinary Shares (AZN) | ST | 26 | — | Capital Gains, Dividends | $1,001 - $15,000 | — | — |
| JT | — | — | Banco Santander, S.A. Sponsored ADR (SAN) | ST | 27 | — | Capital Gains, Dividends | $1,001 - $15,000 | — | — |
| JT | — | — | Bank of America Corporation Common Stock (BAC) | ST | 28 | — | Capital Gains, Dividends | $1,001 - $15,000 | — | — |
| JT | — | — | Berkshire Hathaway Inc. New Common Stock (BRK.B) | ST | 29 | — | Capital Gains, Dividends | $1,001 - $15,000 | — | — |
| JT | — | — | Boeing Company (BA) | ST | 30 | — | Capital Gains, Dividends | $1,001 - $15,000 | — | — |
| JT | — | — | Boston Scientific Corporation Common Stock (BSX) | ST | 31 | — | Capital Gains, Dividends | $1,001 - $15,000 | — | — |
| JT | — | — | British American Tobacco Industries, p.l.c. Common Stock ADR (BTI) | ST | 32 | — | Capital Gains, Dividends | $1,001 - $15,000 | — | — |
| JT | — | — | Broadcom Inc. - Common Stock (AVGO) | ST | 33 | — | Capital Gains, Dividends | $15,001 - $50,000 | — | — |
| JT | — | — | C.H. Robinson Worldwide, Inc. - Common Stock (CHRW) | ST | 34 | — | Capital Gains, Dividends | $1,001 - $15,000 | — | — |
| JT | — | — | Cadence Design Systems, Inc. - Common Stock (CDNS) | ST | 35 | — | Capital Gains, Dividends | $1,001 - $15,000 | — | — |
| JT | — | — | CAIXABANK SA UNSP/ADR (CAIXY) | ST | 36 | — | Capital Gains, Dividends | $1,001 - $15,000 | — | — |
| JT | — | — | Capital One Financial Corporation Common Stock (COF) | ST | 37 | — | Capital Gains, Dividends | $1,001 - $15,000 | — | — |
| JT | — | — | Carrier Global Corporation Common Stock (CARR) | ST | 38 | — | Capital Gains, Dividends | $1,001 - $15,000 | — | — |
| JT | — | — | Caterpillar, Inc. Common Stock (CAT) | ST | 39 | — | Capital Gains, Dividends | $1,001 - $15,000 | — | — |
| JT | — | — | Celestica, Inc. Common Stock (CLS) | ST | 40 | — | Capital Gains, Dividends | $1,001 - $15,000 | — | — |
| JT | — | — | Cencora, Inc. Common Stock (COR) | ST | 41 | — | Capital Gains, Dividends | $1,001 - $15,000 | — | — |
| JT | — | — | Chevron Corporation Common Stock (CVX) | ST | 42 | — | Capital Gains, Dividends | $1,001 - $15,000 | — | — |
| JT | — | — | Cintas Corporation - Common Stock (CTAS) | ST | 43 | — | Capital Gains, Dividends | $1,001 - $15,000 | — | — |
| JT | — | — | Cisco Systems, Inc. - Common Stock (CSCO) | ST | 44 | — | Capital Gains, Dividends | $1,001 - $15,000 | — | — |
| JT | — | — | CME Group Inc. - Class A Common Stock (CME) | ST | 45 | — | Capital Gains, Dividends | $1,001 - $15,000 | — | — |
| JT | — | — | Coca-Cola Company (KO) | ST | 46 | — | Capital Gains, Dividends | $1,001 - $15,000 | — | — |
| JT | — | — | Cognizant Technology Solutions Corporation - Class A Common Stock (CTSH) | ST | 47 | — | Capital Gains, Dividends | $1,001 - $15,000 | — | — |
| JT | — | — | Colgate-Palmolive Company Common Stock (CL) | ST | 48 | — | Capital Gains, Dividends | $1,001 - $15,000 | — | — |
| JT | — | — | COMPAGNIE FNCE RCH UN/ADR (CFRUY) | ST | 49 | — | Capital Gains, Dividends | $1,001 - $15,000 | — | — |
| JT | — | — | ConocoPhillips Common Stock (COP) | ST | 50 | — | Capital Gains, Dividends | $1,001 - $15,000 | — | — |
| JT | — | — | Constellation Energy Corporation - Common Stock When- Issued (CEG) | ST | 51 | — | Capital Gains, Dividends | $1,001 - $15,000 | — | — |
| JT | — | — | Constellation Software Inc Common Shares (CNSWF) | ST | 52 | — | Capital Gains, Dividends | $1,001 - $15,000 | — | — |
| JT | — | — | Corteva, Inc. Common Stock (CTVA) | ST | 53 | — | Capital Gains, Dividends | $1,001 - $15,000 | — | — |
| JT | — | — | Costco Wholesale Corporation - Common Stock (COST) | ST | 54 | — | Capital Gains, Dividends | $1,001 - $15,000 | — | — |
| JT | — | — | CRH PLC Ordinary Shares (CRH) | ST | 55 | — | Capital Gains, Dividends | $1,001 - $15,000 | — | — |
| JT | — | — | Cummins Inc. Common Stock (CMI) | ST | 56 | — | Capital Gains, Dividends | $1,001 - $15,000 | — | — |
| JT | — | — | CVS Health Corporation Common Stock (CVS) | ST | 57 | — | Capital Gains, Dividends | $1,001 - $15,000 | — | — |
| JT | — | — | Danaher Corporation Common Stock (DHR) | ST | 58 | — | Capital Gains, Dividends | $1,001 - $15,000 | — | — |
| JT | — | — | Danone Sponsored ADR (DANOY) | ST | 59 | — | Capital Gains, Dividends | $1,001 - $15,000 | — | — |
| JT | — | — | Diageo plc Common Stock (DEO) | ST | 60 | — | Capital Gains, Dividends | $1,001 - $15,000 | — | — |
| JT | — | — | Dover Corporation Common Stock (DOV) | ST | 61 | — | Capital Gains, Dividends | $1,001 - $15,000 | — | — |
| JT | — | — | DSV A/S Unsponsored ADR (DSDVY) | ST | 62 | — | Capital Gains, Dividends | $1,001 - $15,000 | — | — |
| JT | — | — | Eaton Corporation, PLC Ordinary Shares (ETN) | ST | 63 | — | Capital Gains, Dividends | $1,001 - $15,000 | — | — |
| JT | — | — | Edison International Common Stock (EIX) | ST | 64 | — | Capital Gains, Dividends | $1,001 - $15,000 | — | — |
| JT | — | — | Elanco Animal Health Incorporated Common Stock (ELAN) | ST | 65 | — | Capital Gains, Dividends | $1,001 - $15,000 | — | — |
| JT | — | — | Eli Lilly and Company Common Stock (LLY) | ST | 66 | — | Capital Gains, Dividends | $1,001 - $15,000 | — | — |
| JT | — | — | Emerson Electric Company Common Stock (EMR) | ST | 67 | — | Capital Gains, Dividends | $1,001 - $15,000 | — | — |
| JT | — | — | FedEx Corporation Common Stock (FDX) | ST | 68 | — | Capital Gains, Dividends | $1,001 - $15,000 | — | — |
| JT | — | — | Ferguson Enterprises Inc. Common Stock (FERG) | ST | 69 | — | Capital Gains, Dividends | $1,001 - $15,000 | — | — |
| JT | — | — | Fidelity Cash Reserves (FDRXX) | MF | 70 | — | Capital Gains, Dividends | $15,001 - $50,000 | — | — |
| JT | — | — | Fidelity MSCI Health Care Index ETF (FHLC) | EF | 71 | — | Capital Gains, Dividends | $1,001 - $15,000 | — | — |
| JT | — | — | Fidelity SAI Enhanced Municipal Income Fund (FENCX) | MF | 72 | — | Capital Gains, Dividends | $1,001 - $15,000 | — | — |
| JT | — | — | Fidelity SAI International SMA Completion Fund (FISZX) | MF | 73 | — | Capital Gains, Dividends | $1,001 - $15,000 | — | — |
| JT | — | — | Fidelity SAI Tax-Free Bond Fund (FSAJX) | MF | 74 | — | Capital Gains, Dividends | $50,001 - $100,000 | — | — |
| JT | — | — | Fidelity Value Discovery (FVDFX) | MF | 75 | — | Capital Gains, Dividends | $15,001 - $50,000 | — | — |
| JT | — | — | First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) | EF | 76 | — | Capital Gains, Dividends | $1,001 - $15,000 | — | — |
| JT | — | — | GE Aerospace Common Stock (GE) | ST | 77 | — | Capital Gains, Dividends | $1,001 - $15,000 | — | — |
| JT | — | — | GE Vernova Inc. Common Stock (GEV) | ST | 78 | — | Capital Gains, Dividends | $1,001 - $15,000 | — | — |
| JT | — | — | Gen Digital Inc. - Common Stock (GEN) | ST | 79 | — | Capital Gains, Dividends | $1,001 - $15,000 | — | — |
| JT | — | — | Gilead Sciences, Inc. - Common Stock (GILD) | ST | 80 | — | Capital Gains, Dividends | $1,001 - $15,000 | — | — |
| JT | — | — | GSK plc American Depositary Shares (GSK) | ST | 81 | — | Capital Gains, Dividends | $1,001 - $15,000 | — | — |
| JT | — | — | H&R Block, Inc. Common Stock (HRB) | ST | 82 | — | Capital Gains, Dividends | $1,001 - $15,000 | — | — |
| JT | — | — | Heico Corporation Common Stock (HEI.A) | ST | 83 | — | Capital Gains, Dividends | $1,001 - $15,000 | — | — |
| JT | — | — | Hilton Worldwide Holdings Inc. Common Stock (HLT) | ST | 84 | — | Capital Gains, Dividends | $1,001 - $15,000 | — | — |
| JT | — | — | Hitachi Capital Corp Unsponsored ADR (HTCIY) | ST | 85 | — | Capital Gains, Dividends | $1,001 - $15,000 | — | — |
| JT | — | — | Honeywell International Inc. - Common Stock (HON) | ST | 86 | — | Capital Gains, Dividends | $1,001 - $15,000 | — | — |
| JT | — | — | HOYA CORP S/ADR (HOCPY) | ST | 87 | — | Capital Gains, Dividends | $1,001 - $15,000 | — | — |
| JT | — | — | HSBC Holdings, plc. Common Stock (HSBC) | ST | 88 | — | Capital Gains, Dividends | $1,001 - $15,000 | — | — |
| JT | — | — | Imperial Oil Limited Common Stock (IMO) | ST | 89 | — | Capital Gains, Dividends | $1,001 - $15,000 | — | — |
| JT | — | — | Intesa Sanpaolo S.P.A. Sponsored ADR (ISNPY) | ST | 90 | — | Capital Gains, Dividends | $1,001 - $15,000 | — | — |
| JT | — | — | iShares Core High Dividend ETF (HDV) | EF | 91 | — | Capital Gains, Dividends | $1,001 - $15,000 | — | — |
| JT | — | — | iShares Core MSCI EAFE ETF (IEFA) | EF | 92 | — | Capital Gains, Dividends | $1,001 - $15,000 | — | — |
| JT | — | — | iShares Core MSCI Emerging Markets ETF (IEMG) | EF | 93 | — | Capital Gains, Dividends | $1,001 - $15,000 | — | — |
| JT | — | — | iShares Core S&P 500 ETF (IVV) | EF | 94 | — | Capital Gains, Dividends | $1,001 - $15,000 | — | — |
| JT | — | — | iShares Core S&P Mid-Cap ETF (IJH) | EF | 95 | — | Capital Gains, Dividends | $50,001 - $100,000 | — | — |
| JT | — | — | iShares Core S&P Small-Cap ETF (IJR) | EF | 96 | — | Capital Gains, Dividends | $1,001 - $15,000 | — | — |
| JT | — | — | iShares Future AI & Tech ETF (ARTY) | EF | 97 | — | Capital Gains, Dividends | $1,001 - $15,000 | — | — |
| JT | — | — | iShares Global Clean Energy ETF (ICLN) | EF | 98 | — | Capital Gains, Dividends | $1,001 - $15,000 | — | — |
| JT | — | — | iShares MSCI USA Quality Factor ETF (QUAL) | EF | 99 | — | Capital Gains, Dividends | $15,001 - $50,000 | — | — |
| JT | — | — | iShares USD Green Bond ETF (BGRN) | EF | 100 | — | Capital Gains, Dividends | $1,001 - $15,000 | — | — |
| JT | — | — | Johnson & Johnson Common Stock (JNJ) | ST | 101 | — | Capital Gains, Dividends | $1,001 - $15,000 | — | — |
| JT | — | — | JP Morgan Chase & Co. Common Stock (JPM) | ST | 102 | — | Capital Gains, Dividends | $15,001 - $50,000 | — | — |
| JT | — | — | KBC Group NV Unsponsored ADR (KBCSY) | ST | 103 | — | Capital Gains, Dividends | $1,001 - $15,000 | — | — |
| JT | — | — | Kenvue Inc. Common Stock (KVUE) | ST | 104 | — | Capital Gains, Dividends | $1,001 - $15,000 | — | — |
| JT | — | — | Keurig Dr Pepper Inc. - Common Stock (KDP) | ST | 105 | — | Capital Gains, Dividends | $1,001 - $15,000 | — | — |
| JT | — | — | KKR & Co. Inc. Common Stock (KKR) | ST | 106 | — | Capital Gains, Dividends | $1,001 - $15,000 | — | — |
| JT | — | — | KLA Corporation - Common Stock (KLAC) | ST | 107 | — | Capital Gains, Dividends | $1,001 - $15,000 | — | — |
| JT | — | — | Knight-Swift Transportation Holdings Inc. (KNX) | ST | 108 | — | Capital Gains, Dividends | $1,001 - $15,000 | — | — |
| JT | — | — | Kroger Company (KR) | ST | 109 | — | Capital Gains, Dividends | $1,001 - $15,000 | — | — |
| JT | — | — | L3Harris Technologies, Inc. Common Stock (LHX) | ST | 110 | — | Capital Gains, Dividends | $1,001 - $15,000 | — | — |
| JT | — | — | Lam Research Corporation - Common Stock (LRCX) | ST | 111 | — | Capital Gains, Dividends | $1,001 - $15,000 | — | — |
| JT | — | — | Leidos Holdings, Inc. Common Stock (LDOS) | ST | 112 | — | Capital Gains, Dividends | $1,001 - $15,000 | — | — |
| JT | — | — | Linde plc - Ordinary Shares (LIN) | ST | 113 | — | Capital Gains, Dividends | $1,001 - $15,000 | — | — |
| JT | — | — | Lloyds Banking Group Plc American Depositary Shares (LYG) | ST | 114 | — | Capital Gains, Dividends | $1,001 - $15,000 | — | — |
| JT | — | — | Lockheed Martin Corporation Common Stock (LMT) | ST | 115 | — | Capital Gains, Dividends | $1,001 - $15,000 | — | — |
| JT | — | — | Lowe's Companies, Inc. Common Stock (LOW) | ST | 116 | — | Capital Gains, Dividends | $15,001 - $50,000 | — | — |
| JT | — | — | lululemon athletica inc. - Common Stock (LULU) | ST | 117 | — | Capital Gains, Dividends | $1,001 - $15,000 | — | — |
| JT | — | — | Lumentum Holdings Inc. - Common Stock (LITE) | ST | 118 | — | Capital Gains, Dividends | $1,001 - $15,000 | — | — |
| JT | — | — | LVMH Moet Hennessy Louis Vuitton Unsponsored American Depositary Receipt (LVMUY) | ST | 119 | — | Capital Gains, Dividends | $1,001 - $15,000 | — | — |
| JT | — | — | M&T Bank Corporation Common Stock (MTB) | ST | 120 | — | Dividends, Interest | $1,001 - $15,000 | — | — |
| JT | — | — | Marriott International - Class A Common Stock (MAR) | ST | 121 | — | Capital Gains, Dividends | $1,001 - $15,000 | — | — |
| JT | — | — | Marsh & McLennan Companies, Inc. Common Stock (MMC) | ST | 122 | — | Capital Gains, Dividends | $1,001 - $15,000 | — | — |
| JT | — | — | Martin Marietta Materials, Inc. Common Stock (MLM) | ST | 123 | — | Capital Gains, Dividends | $1,001 - $15,000 | — | — |
| JT | — | — | Marvell Technology, Inc. - Common Stock (MRVL) | ST | 124 | — | Capital Gains, Dividends | $1,001 - $15,000 | — | — |
| JT | — | — | Mastercard Incorporated Common Stock (MA) | ST | 125 | — | Capital Gains, Dividends | $1,001 - $15,000 | — | — |
| JT | — | — | McCormick & Company, Incorporated Common Stock (MKC) | ST | 126 | — | Capital Gains, Dividends | $1,001 - $15,000 | — | — |
| JT | — | — | McKesson Corporation Common Stock (MCK) | ST | 127 | — | Capital Gains, Dividends | $1,001 - $15,000 | — | — |
| JT | — | — | Medtronic plc. Ordinary Shares (MDT) | ST | 128 | — | Capital Gains, Dividends | $1,001 - $15,000 | — | — |
| JT | — | — | Merck & Company, Inc. Common Stock (MRK) | ST | 129 | — | Capital Gains, Dividends | $1,001 - $15,000 | — | — |
| JT | — | — | Meta Platforms, Inc. - Class A Common Stock (META) | ST | 130 | — | Capital Gains, Dividends | $15,001 - $50,000 | — | — |
| JT | — | — | Micron Technology, Inc. - Common Stock (MU) | ST | 131 | — | Capital Gains, Dividends | $1,001 - $15,000 | — | — |
| JT | — | — | Microsoft Corporation - Common Stock (MSFT) | ST | 132 | — | Capital Gains, Dividends | $15,001 - $50,000 | — | — |
| JT | — | — | Mizuho Financial Group, Inc. Sponosred ADR (MFG) | ST | 133 | — | Capital Gains, Dividends | $1,001 - $15,000 | — | — |
| JT | — | — | Mondelez International, Inc. - Class A Common Stock (MDLZ) | ST | 134 | — | Capital Gains, Dividends | $1,001 - $15,000 | — | — |
| JT | — | — | Monolithic Power Systems, Inc. - Common Stock (MPWR) | ST | 135 | — | Capital Gains, Dividends | $1,001 - $15,000 | — | — |
| JT | — | — | Moody's Corporation Common Stock (MCO) | ST | 136 | — | Capital Gains, Dividends | $1,001 - $15,000 | — | — |
| JT | — | — | Mosaic Company (MOS) | ST | 137 | — | Capital Gains, Dividends | $1,001 - $15,000 | — | — |
| JT | — | — | Motorola Solutions, Inc. Common Stock (MSI) | ST | 138 | — | Capital Gains, Dividends | $1,001 - $15,000 | — | — |
| JT | — | — | Murphy Oil Corporation Common Stock (MUR) | ST | 139 | — | Capital Gains, Dividends | $1,001 - $15,000 | — | — |
| JT | — | — | National Grid Transco, PLC National Grid PLC (NGG) | ST | 140 | — | Capital Gains, Dividends | $1,001 - $15,000 | — | — |
| JT | — | — | NatWest Group plc American Depositary Shares, (NWG) | ST | 141 | — | Capital Gains, Dividends | $1,001 - $15,000 | — | — |
| JT | — | — | Newmont Corporation (NEM) | ST | 142 | — | Capital Gains, Dividends | $1,001 - $15,000 | — | — |
| JT | — | — | Northern Trust Corporation - Common Stock (NTRS) | ST | 143 | — | Capital Gains, Dividends | $1,001 - $15,000 | — | — |
| JT | — | — | Northrop Grumman Corporation Common Stock (NOC) | ST | 144 | — | Capital Gains, Dividends | $1,001 - $15,000 | — | — |
| JT | — | — | Nutrien Ltd. Common Shares (NTR) | ST | 145 | — | Capital Gains, Dividends | $1,001 - $15,000 | — | — |
| JT | — | — | NVIDIA Corporation - Common Stock (NVDA) | ST | 146 | — | Capital Gains, Dividends | $50,001 - $100,000 | — | — |
| JT | — | — | O'Reilly Automotive, Inc. - Common Stock (ORLY) | ST | 147 | — | Capital Gains, Dividends | $1,001 - $15,000 | — | — |
| JT | — | — | Oracle Corporation Common Stock (ORCL) | ST | 148 | — | Capital Gains, Dividends | $1,001 - $15,000 | — | — |
| JT | — | — | ORIX Corporation American Depositary Shares (IX) | ST | 149 | — | Capital Gains, Dividends | $1,001 - $15,000 | — | — |
| JT | — | — | Pacific Gas & Electric Co. Common Stock (PCG) | ST | 150 | — | Capital Gains, Dividends | $1,001 - $15,000 | — | — |
| JT | — | — | Palantir Technologies Inc. - Class A Common Stock (PLTR) | ST | 151 | — | Capital Gains, Dividends | $1,001 - $15,000 | — | — |
| JT | — | — | Philip Morris International Inc Common Stock (PM) | ST | 152 | — | Capital Gains, Dividends | $1,001 - $15,000 | — | — |
| JT | — | — | PNC Financial Services Group, Inc. (PNC) | ST | 153 | — | Capital Gains, Dividends | $1,001 - $15,000 | — | — |
| JT | — | — | Procter & Gamble Company (PG) | ST | 154 | — | Capital Gains, Dividends | $1,001 - $15,000 | — | — |
| JT | — | — | PROSUS NV SP/ADR (PROSY) | ST | 155 | — | Capital Gains, Dividends | $1,001 - $15,000 | — | — |
| JT | — | — | QUALCOMM Incorporated - Common Stock (QCOM) | ST | 156 | — | Capital Gains, Dividends | $1,001 - $15,000 | — | — |
| JT | — | — | Quanta Services, Inc. Common Stock (PWR) | ST | 157 | — | Capital Gains, Dividends | $1,001 - $15,000 | — | — |
| JT | — | — | Republic Services, Inc. Common Stock (RSG) | ST | 158 | — | Capital Gains, Dividends | $1,001 - $15,000 | — | — |
| JT | — | — | Rollins, Inc. Common Stock (ROL) | ST | 159 | — | Capital Gains, Dividends | $1,001 - $15,000 | — | — |
| JT | — | — | ROLLS ROYCE HLDGS S/ADR (RYCEY) | ST | 160 | — | Capital Gains, Dividends | $1,001 - $15,000 | — | — |
| JT | — | — | Ross Stores, Inc. - Common Stock (ROST) | ST | 161 | — | Capital Gains, Dividends | $1,001 - $15,000 | — | — |
| JT | — | — | S&P Global Inc. Common Stock (SPGI) | ST | 162 | — | Capital Gains, Dividends | $1,001 - $15,000 | — | — |
| JT | — | — | Safran S.A. Unsponsored ADR (SAFRY) | ST | 163 | — | Capital Gains, Dividends | $1,001 - $15,000 | — | — |
| JT | — | — | Salesforce, Inc. Common Stock (CRM) | ST | 164 | — | Capital Gains, Dividends | $1,001 - $15,000 | — | — |
| JT | — | — | SAP SE ADS (SAP) | ST | 165 | — | Capital Gains, Dividends | $1,001 - $15,000 | — | — |
| JT | — | — | SCHNEIDER ELEC UNSP/ADR (SBGSY) | ST | 166 | — | Capital Gains, Dividends | $1,001 - $15,000 | — | — |
| JT | — | — | SIEMENS AG SPONS ADR (SIEGY) | ST | 167 | — | Capital Gains, Dividends | $1,001 - $15,000 | — | — |
| JT | — | — | Starbucks Corporation - Common Stock (SBUX) | ST | 168 | — | Capital Gains, Dividends | $1,001 - $15,000 | — | — |
| JT | — | — | Sumitomo Mitsui Financial Group Inc Unsponsored American Depositary Shares (SMFG) | ST | 169 | — | Capital Gains, Dividends | $1,001 - $15,000 | — | — |
| JT | — | — | Synopsys, Inc. - Common Stock (SNPS) | ST | 170 | — | Capital Gains, Dividends | $1,001 - $15,000 | — | — |
| JT | — | — | Taiwan Semiconductor Manufacturing Company Ltd. (TSM) | ST | 171 | — | Capital Gains, Dividends | $1,001 - $15,000 | — | — |
| JT | — | — | Target Corporation Common Stock (TGT) | ST | 172 | — | Capital Gains, Dividends | $1,001 - $15,000 | — | — |
| JT | — | — | Tesla, Inc. - Common Stock (TSLA) | ST | 173 | — | Capital Gains, Dividends | $1,001 - $15,000 | — | — |
| JT | — | — | Textron Inc. Common Stock (TXT) | ST | 174 | — | Capital Gains, Dividends | $1,001 - $15,000 | — | — |
| JT | — | — | The Bank of New York Mellon Corporation Common Stock (BK) | ST | 175 | — | Capital Gains, Dividends | $1,001 - $15,000 | — | — |
| JT | — | — | The Cigna Group Common Stock (CI) | ST | 176 | — | Capital Gains, Dividends | $1,001 - $15,000 | — | — |
| JT | — | — | The Travelers Companies, Inc. Common Stock (TRV) | ST | 177 | — | Capital Gains, Dividends | $1,001 - $15,000 | — | — |
| JT | — | — | Thermo Fisher Scientific Inc Common Stock (TMO) | ST | 178 | — | Capital Gains, Dividends | $1,001 - $15,000 | — | — |
| JT | — | — | Transdigm Group Incorporated Common Stock (TDG) | ST | 179 | — | Capital Gains, Dividends | $1,001 - $15,000 | — | — |
| JT | — | — | Tyler Technologies, Inc. Common Stock (TYL) | ST | 180 | — | Capital Gains, Dividends | $1,001 - $15,000 | — | — |
| JT | — | — | U.S. Bancorp Common Stock (USB) | ST | 181 | — | Capital Gains, Dividends | $1,001 - $15,000 | — | — |
| JT | — | — | UBS Group AG Registered Ordinary Shares (UBS) | ST | 182 | — | Capital Gains, Dividends | $1,001 - $15,000 | — | — |
| JT | — | — | UCB Unsponsored ADR (UCBJY) | ST | 183 | — | Capital Gains, Dividends | $1,001 - $15,000 | — | — |
| JT | — | — | Ulta Beauty, Inc. - Common Stock (ULTA) | ST | 184 | — | Capital Gains, Dividends | $1,001 - $15,000 | — | — |
| JT | — | — | United Parcel Service, Inc. Common Stock (UPS) | ST | 185 | — | Capital Gains, Dividends | $1,001 - $15,000 | — | — |
| JT | — | — | UnitedHealth Group Incorporated Common Stock (UNH) | ST | 186 | — | Capital Gains, Dividends | $1,001 - $15,000 | — | — |
| JT | — | — | Verisk Analytics, Inc. - Common Stock (VRSK) | ST | 187 | — | Capital Gains, Dividends | $1,001 - $15,000 | — | — |
| JT | — | — | Visa Inc. (V) | ST | 188 | — | Capital Gains, Dividends | $1,001 - $15,000 | — | — |
| JT | — | — | Vulcan Materials Company (VMC) | ST | 189 | — | Capital Gains, Dividends | $1,001 - $15,000 | — | — |
| JT | — | — | Walmart Inc. - Common Stock (WMT) | ST | 190 | — | Capital Gains, Dividends | $1,001 - $15,000 | — | — |
| JT | — | — | Walt Disney Company (DIS) | ST | 191 | — | Capital Gains, Dividends | $1,001 - $15,000 | — | — |
| JT | — | — | Waste Connections, Inc. Common Shares (WCN) | ST | 192 | — | Capital Gains, Dividends | $1,001 - $15,000 | — | — |
| JT | — | — | Wells Fargo & Company Common Stock (WFC) | ST | 193 | — | Capital Gains, Dividends | $1,001 - $15,000 | — | — |
| JT | — | — | WELLTOWER INC COM (WELL) | RF | 194 | — | Capital Gains, Dividends | $1,001 - $15,000 | — | — |
| JT | — | — | Western Digital Corporation - Common Stock (WDC) | ST | 195 | — | Capital Gains, Dividends | $1,001 - $15,000 | — | — |
| JT | — | — | Westinghouse Air Brake Technologies Corporation Common Stock (WAB) | ST | 196 | — | Capital Gains, Dividends | $1,001 - $15,000 | — | — |
| JT | — | — | Willis Towers Watson Public Limited Company - Ordinary Shares (WTW) | ST | 197 | — | Capital Gains, Dividends | $1,001 - $15,000 | — | — |
| JT | — | — | Zurich Insurance Group Limited Sponsored American Depositary Shares (ZURVY) | ST | 198 | — | Capital Gains, Dividends | $1,001 - $15,000 | — | — |
| JT | — | — | Fidelity Government Money Market Fund (SPAXX) | MF | 199 | — | Capital Gains, Dividends, Interest | $100,001 - $250,000 | — | — |
| JT | — | — | JPMORGAN CHASE BK N A CD | BA | 200 | — | Interest | $100,001 - $250,000 | — | — |
| — | — | — | Fidelity Advisor Strategic Income Fund: Class I (FSRIX) | MF | 201 | — | Capital Gains, Dividends | $1,001 - $15,000 | — | — |
| — | — | — | Fidelity Cash Reserves (FDRXX) | MF | 202 | — | Capital Gains, Dividends | $1,001 - $15,000 | — | — |
| — | — | — | Fidelity SAI High Income Fund (FSHGX) | MF | 203 | — | Capital Gains, Dividends | $1,001 - $15,000 | — | — |
| — | — | — | Fidelity SAI Long-Term Treasury Bond Index Fund (FBLTX) | MF | 204 | — | Capital Gains, Dividends | $1,001 - $15,000 | — | — |
| — | — | — | Strategic Advisers Fidelity Emerging Markets Fund (FGOMX) | MF | 205 | — | Dividends, Interest | $15,001 - $50,000 | — | — |
| — | — | — | Strategic Advisers Fidelity U.S. Total Stock Fund (FCTDX) | MF | 206 | — | Capital Gains, Dividends | $100,001 - $250,000 | — | — |
| SP | — | — | Fidelity Advisor Strategic Income Fund: Class I (FSRIX) | MF | 207 | — | Capital Gains, Dividends | $1,001 - $15,000 | — | — |
| SP | — | — | Fidelity Cash Reserves (FDRXX) | MF | 208 | — | Capital Gains, Dividends | $1,001 - $15,000 | — | — |
| SP | — | — | Fidelity SAI High Income Fund (FSHGX) | MF | 209 | — | Capital Gains, Dividends | $1,001 - $15,000 | — | — |
| SP | — | — | Fidelity SAI International Minimum Volatility Index Fund (FSKLX) | MF | 210 | — | Capital Gains, Dividends | $1 - $1,000 | — | — |
| SP | — | — | Fidelity SAI Long-Term Treasury Bond Index Fund (FBLTX) | MF | 211 | — | Capital Gains, Dividends | $1,001 - $15,000 | — | — |
| SP | — | — | Strategic Advisers Fidelity Emerging Markets Fund (FGOMX) | MF | 212 | — | Capital Gains, Dividends | $15,001 - $50,000 | — | — |
| SP | — | — | Strategic Advisers Fidelity U.S. Total Stock Fund (FCTDX) | MF | 213 | — | Capital Gains, Dividends | $100,001 - $250,000 | — | — |
| SP | — | — | Strategic Advisors Fidelity Alternatives Fund (FSAOX) | OT | 214 | Strategic Advisors Fidelity Alternatives Fund (FSAOX) - not in database | Capital Gains, Dividends | $1 - $1,000 | — | — |
| — | — | — | Fidelity Cash Reserves (FDRXX) | MF | 215 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Fidelity SAI Canada Equity Index Fund (FSCJX) | MF | 216 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Fidelity SAI Inflation-Focused Fund (FIFGX) | MF | 217 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Fidelity SAI Inflation-Protected Bond Index Fund (FSPWX) | MF | 218 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Fidelity SAI International Minimum Volatility Index Fund (FSKLX) | MF | 219 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Fidelity SAI Long-Term Treasury Bond Index Fund (FBLTX) | MF | 220 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Fidelity SAI Real Estate Fund (FSRJX) | MF | 221 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Fidelity SAI Short-Term Bond Fund (FZOMX) | MF | 222 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Strategic Advisers Fidelity Core Income Fund (FIWGX) | MF | 223 | — | Tax-Deferred | $100,001 - $250,000 | — | — |
| — | — | — | Strategic Advisers Fidelity Emerging Markets Fund (FGOMX) | MF | 224 | — | Tax-Deferred | $15,001 - $50,000 | — | — |
| — | — | — | Strategic Advisers Fidelity International Fund (FUSIX) | MF | 225 | — | Tax-Deferred | $50,001 - $100,000 | — | — |
| — | — | — | Strategic Advisers Fidelity U.S. Total Stock Fund (FCTDX) | MF | 226 | — | Tax-Deferred | $50,001 - $100,000 | — | — |
| — | — | — | Strategic Advisors Fidelity Alternatives Fund (FSAOX) | OT | 227 | Strategic Advisors Fidelity Alternatives Fund (FSAOX) - not in database | Tax-Deferred | $1,001 - $15,000 | — | — |
| SP | — | — | Fidelity Cash Reserves (FDRXX) | MF | 228 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| SP | — | — | Fidelity SAI Canada Equity Index Fund (FSCJX) | MF | 229 | — | Tax-Deferred | $15,001 - $50,000 | — | — |
| SP | — | — | Fidelity SAI Inflation-Focused Fund (FIFGX) | MF | 230 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| SP | — | — | Fidelity SAI Inflation-Protected Bond Index Fund (FSPWX) | MF | 231 | — | Tax-Deferred | $15,001 - $50,000 | — | — |
| SP | — | — | Fidelity SAI International Minimum Volatility Index Fund (FSKLX) | MF | 232 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| SP | — | — | Fidelity SAI Long-Term Treasury Bond Index Fund (FBLTX) | MF | 233 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| SP | — | — | Fidelity SAI Real Estate Fund (FSRJX) | MF | 234 | — | Tax-Deferred | $15,001 - $50,000 | — | — |
| SP | — | — | Fidelity SAI Short-Term Bond Fund (FZOMX) | MF | 235 | — | Tax-Deferred | $15,001 - $50,000 | — | — |
| SP | — | — | Strategic Advisers Fidelity Core Income Fund (FIWGX) | MF | 236 | — | Tax-Deferred | $250,001 - $500,000 | — | — |
| SP | — | — | Strategic Advisers Fidelity Emerging Markets Fund (FGOMX) | MF | 237 | — | Tax-Deferred | $50,001 - $100,000 | — | — |
| SP | — | — | Strategic Advisers Fidelity International Fund (FUSIX) | MF | 238 | — | Tax-Deferred | $250,001 - $500,000 | — | — |
| SP | — | — | Strategic Advisers Fidelity U.S. Total Stock Fund (FCTDX) | MF | 239 | — | Tax-Deferred | $250,001 - $500,000 | — | — |
| SP | — | — | Strategic Advisors Fidelity Alternatives Fund (FSAOX) | OT | 240 | Strategic Advisors Fidelity Alternatives Fund (FSAOX) - not in database | Tax-Deferred | $1,001 - $15,000 | — | — |
| SP | — | — | MassMutual Select Blue Chip Growth Fund Class I (MBCZX) | MF | 241 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| SP | — | — | T.Rowe Price Retirement 2045 Fund (TRRKX) | MF | 242 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| SP | — | — | Vanguard Index Trust Mid-Cap Index Fund Institutional Shares (VMCIX) | MF | 243 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
liabilities (0)
None listed.