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Marlene Galan-Woods - Annual Financial Disclosure · Congress.wiki

HouseAnnual Report

Marlene Galan-Woods

AZ-01

Filed August 14, 2025

View Original Document

Transactions

0

Assets

184

Liabilities

0

Details

Report Title: Financial Disclosure Report (Candidate)
Submission Method: Electronic
Signed By: Marlene Galan-Woods
Signed Date: August 13, 2025

Assets

184 assets

Alphabet Inc. - Class A Common Stock (GOOGL)

Stocks (including ADRs)

SelfIncome: Dividends($201 - $1,000)

Value

$15,001 - $50,000

Alphabet Inc. - Class A Common Stock (GOOGL)

Stocks (including ADRs)

DependentIncome: Dividends($201 - $1,000)

Value

$1,001 - $15,000

Alphabet Inc. - Class A Common Stock (GOOGL)

Stocks (including ADRs)

SelfIncome: Dividends($201 - $1,000)

Value

$15,001 - $50,000

Alphabet Inc. - Class A Common Stock (GOOGL)

Stocks (including ADRs)

SelfIncome: Dividends($201 - $1,000)

Value

$100,001 - $250,000

Alphabet Inc. - Class A Common Stock (GOOGL)

Stocks (including ADRs)

SelfIncome: Dividends($201 - $1,000)

Value

$15,001 - $50,000

Alphabet Inc. - Class A Common Stock (GOOGL)

Stocks (including ADRs)

SelfIncome: Dividends($201 - $1,000)

Value

$15,001 - $50,000

Amazon.com, Inc. - Common Stock (AMZN)

Stocks (including ADRs)

Self

Value

$50,001 - $100,000

Amazon.com, Inc. - Common Stock (AMZN)

Stocks (including ADRs)

Self

Value

$15,001 - $50,000

Amazon.com, Inc. - Common Stock (AMZN)

Stocks (including ADRs)

Self

Value

$15,001 - $50,000

American Airlines Group, Inc. - Common Stock (AAL)

Stocks (including ADRs)

Self

Value

$1 - $1,000

American Homes 4 Rent Common Shares of Beneficial Interest (AMH)

Stocks (including ADRs)

SelfIncome: Dividends($201 - $1,000)

Value

$1,001 - $15,000

American Homes 4 Rent Common Shares of Beneficial Interest (AMH)

Stocks (including ADRs)

SelfIncome: Dividends($201 - $1,000)

Value

$15,001 - $50,000

American Homes 4 Rent Common Shares of Beneficial Interest (AMH)

Stocks (including ADRs)

DependentIncome: Dividends($201 - $1,000)

Value

$1,001 - $15,000

Americano Development GP

Other

SelfIncome: K-1

Value

Not disclosed

Amgen Inc. - Common Stock (AMGN)

Stocks (including ADRs)

SelfIncome: Dividends($1,001 - $2,500)

Value

$50,001 - $100,000

Amgen Inc. - Common Stock (AMGN)

Stocks (including ADRs)

SelfIncome: Dividends($201 - $1,000)

Value

$15,001 - $50,000

Applied Materials, Inc. - Common Stock (AMAT)

Stocks (including ADRs)

SelfIncome: Dividends($201 - $1,000)

Value

$50,001 - $100,000

Applied Materials, Inc. - Common Stock (AMAT)

Stocks (including ADRs)

SelfIncome: Dividends($1 - $200)

Value

$15,001 - $50,000

Applied Materials, Inc. - Common Stock (AMAT)

Stocks (including ADRs)

SelfIncome: Dividends($201 - $1,000)

Value

$15,001 - $50,000

Applied Materials, Inc. - Common Stock (AMAT)

Stocks (including ADRs)

DependentIncome: Dividends($1 - $200)

Value

$1,001 - $15,000

ASML Holding N.V. - New York Registry Shares (ASML)

Stocks (including ADRs)

Self

Value

$50,001 - $100,000

ASML Holding N.V. - New York Registry Shares (ASML)

Stocks (including ADRs)

SelfIncome: Dividends($201 - $1,000)

Value

$15,001 - $50,000

ASML Holding N.V. - New York Registry Shares (ASML)

Stocks (including ADRs)

SelfIncome: Dividends($201 - $1,000)

Value

$50,001 - $100,000

ASML Holding N.V. - New York Registry Shares (ASML)

Stocks (including ADRs)

SelfIncome: Dividends($1 - $200)

Value

$1,001 - $15,000

Blackstone Inc. Common Stock (BX)

Stocks (including ADRs)

SelfIncome: Dividends($201 - $1,000)

Value

$15,001 - $50,000

Blackstone Inc. Common Stock (BX)

Stocks (including ADRs)

SelfIncome: Dividends($201 - $1,000)

Value

$15,001 - $50,000

Blackstone Inc. Common Stock (BX)

Stocks (including ADRs)

SelfIncome: Dividends($2,501 - $5,000)

Value

$50,001 - $100,000

BOFA FIN LLC VAR 28 DUE 02/16/28

Other

SelfIncome: Interest($5,001 - $15,000)

Value

$50,001 - $100,000

Bridge Investment Group Holdings Inc. Class A Common Stock (BRDG)

Stocks (including ADRs)

Dependent

Value

$1,001 - $15,000

Broadcom Inc. - Common Stock (AVGO)

Stocks (including ADRs)

SelfIncome: Dividends($2,501 - $5,000)

Value

$250,001 - $500,000

Broadcom Inc. - Common Stock (AVGO)

Stocks (including ADRs)

SelfIncome: Dividends($2,501 - $5,000)

Value

$15,001 - $50,000

Broadcom Inc. - Common Stock (AVGO)

Stocks (including ADRs)

Self

Value

$100,001 - $250,000

Chevron Corporation Common Stock (CVX)

Stocks (including ADRs)

SelfIncome: Dividends($2,501 - $5,000)

Value

$50,001 - $100,000

CITIGROUP GLOBAL VAR 27 DUE 08/19/27

Other

SelfIncome: Interest($2,501 - $5,000)

Value

$15,001 - $50,000

CITIGROUP INC. 0%26 CALLED @120 EFF: 03/28/2024

Other

Self

Value

$50,001 - $100,000

CITIGROUP INC. 0%26 CALLED @120 EFF: 03/28/2024

Other

Self

Value

$15,001 - $50,000

CITIGROUP INC. 0%26 CALLED @120 EFF: 03/28/2024

Other

SelfIncome: Interest($1,001 - $2,500)

Value

$15,001 - $50,000

CITIGROUP INC. VAR 26 CALLED @100 EFF: 03/28/2024

Other

SelfIncome: Interest($2,501 - $5,000)

Value

$15,001 - $50,000

CITIGROUP INC. VAR 26 CALLED @100 EFF: 03/28/2024

Other

SelfIncome: Interest($2,501 - $5,000)

Value

$15,001 - $50,000

CITIGROUP INC. VAR 27 CALLED @100 EFF: 04/01/2024

Other

SelfIncome: Interest($2,501 - $5,000)

Value

$15,001 - $50,000

ConocoPhillips Common Stock (COP)

Stocks (including ADRs)

SelfIncome: Dividends($201 - $1,000)

Value

$15,001 - $50,000

ConocoPhillips Common Stock (COP)

Stocks (including ADRs)

SelfIncome: Dividends($201 - $1,000)

Value

$1,001 - $15,000

CRH PLC Ordinary Shares (CRH)

Stocks (including ADRs)

SelfIncome: Dividends($201 - $1,000)

Value

$50,001 - $100,000

CRH PLC Ordinary Shares (CRH)

Stocks (including ADRs)

SelfIncome: Dividends($201 - $1,000)

Value

$15,001 - $50,000

CRH PLC Ordinary Shares (CRH)

Stocks (including ADRs)

SelfIncome: Dividends($201 - $1,000)

Value

$50,001 - $100,000

CrowdStrike Holdings, Inc. - Class A Common Stock (CRWD)

Stocks (including ADRs)

SelfIncome: Dividends

Value

$50,001 - $100,000

Crown Holdings, Inc. (CCK)

Stocks (including ADRs)

SelfIncome: Dividends($201 - $1,000)

Value

$50,001 - $100,000

Crown Holdings, Inc. (CCK)

Stocks (including ADRs)

SelfIncome: Dividends($1 - $200)

Value

$1,001 - $15,000

Custom House Hotel

Other

SelfIncome: K-1

Value

$15,001 - $50,000

Deere & Company Common Stock (DE)

Stocks (including ADRs)

SelfIncome: Dividends($201 - $1,000)

Value

$15,001 - $50,000

Deere & Company Common Stock (DE)

Stocks (including ADRs)

SelfIncome: Dividends($1 - $200)

Value

$1,001 - $15,000

Deere & Company Common Stock (DE)

Stocks (including ADRs)

SelfIncome: Dividends($1 - $200)

Value

$15,001 - $50,000

Edgewood Growth Fund Insti (EGFIX)

Mutual FundsExcepted Investment Fund

SelfIncome: Capital Gains, Dividends($201 - $1,000)

Value

$50,001 - $100,000

Edgewood Growth Fund Insti (EGFIX)

Mutual FundsExcepted Investment Fund

SelfIncome: Capital Gains, Dividends

Value

$100,001 - $250,000

Fidelity Wise Origin Bitcoin Fund Common Shares of Beneficial Interest (FBTC)

Exchange Traded Funds (ETF)Excepted Investment Fund

Self

Value

$250,001 - $500,000

Fidelity Wise Origin Bitcoin Fund Common Shares of Beneficial Interest (FBTC)

Exchange Traded Funds (ETF)Excepted Investment Fund

Self

Value

$50,001 - $100,000

Fidelity Wise Origin Bitcoin Fund Common Shares of Beneficial Interest (FBTC)

Exchange Traded Funds (ETF)Excepted Investment Fund

Self

Value

$250,001 - $500,000

Fidelity Wise Origin Bitcoin Fund Common Shares of Beneficial Interest (FBTC)

Exchange Traded Funds (ETF)Excepted Investment Fund

Dependent

Value

$1,001 - $15,000

Fidelity Wise Origin Bitcoin Fund Common Shares of Beneficial Interest (FBTC)

Exchange Traded Funds (ETF)Excepted Investment Fund

Self

Value

$50,001 - $100,000

First Eagle Global Fund Class I (SGIIX)

Mutual FundsExcepted Investment Fund

SelfIncome: Capital Gains, Dividends($201 - $1,000)

Value

$15,001 - $50,000

First Eagle Global Fund Class I (SGIIX)

Mutual FundsExcepted Investment Fund

SelfIncome: Capital Gains, Dividends($201 - $1,000)

Value

$15,001 - $50,000

First Eagle Global Fund Class I (SGIIX)

Mutual FundsExcepted Investment Fund

SelfIncome: Capital Gains, Dividends($2,501 - $5,000)

Value

$100,001 - $250,000

FS SPECIALTY LENDING FUND

OtherExcepted Investment Fund

SelfIncome: Capital Gains, Dividends($5,001 - $15,000)

Value

$50,001 - $100,000

Grant Woods, PC

Other

SelfIncome: K-1

Value

$1,000,001 - $5,000,000

Graphic Packaging Holding Company (GPK)

Stocks (including ADRs)

SelfIncome: Dividends($201 - $1,000)

Value

$15,001 - $50,000

Home Depot, Inc. (HD)

Stocks (including ADRs)

SelfIncome: Dividends($1,001 - $2,500)

Value

$50,001 - $100,000

Home Depot, Inc. (HD)

Stocks (including ADRs)

SelfIncome: Dividends($1,001 - $2,500)

Value

$50,001 - $100,000

Invesco QQQ Trust, Series 1 (QQQ)

Exchange Traded Funds (ETF)Excepted Investment Fund

SelfIncome: Dividends($1,001 - $2,500)

Value

$100,001 - $250,000

Invesco QQQ Trust, Series 1 (QQQ)

Exchange Traded Funds (ETF)Excepted Investment Fund

SelfIncome: Dividends($2,501 - $5,000)

Value

$250,001 - $500,000

Invesco S&P 500 Revenue ETF (RWL)

Exchange Traded Funds (ETF)Excepted Investment Fund

SelfIncome: Dividends($201 - $1,000)

Value

$50,001 - $100,000

Invesco S&P 500 Revenue ETF (RWL)

Exchange Traded Funds (ETF)Excepted Investment Fund

SelfIncome: Dividends($1 - $200)

Value

$1,001 - $15,000

Invesco S&P 500 Revenue ETF (RWL)

Exchange Traded Funds (ETF)Excepted Investment Fund

SelfIncome: Dividends($201 - $1,000)

Value

$15,001 - $50,000

Invesco S&P 500 Revenue ETF (RWL)

Exchange Traded Funds (ETF)Excepted Investment Fund

SelfIncome: Dividends($1,001 - $2,500)

Value

$100,001 - $250,000

iShares Core Dividend Growth ETF (DGRO)

Exchange Traded Funds (ETF)Excepted Investment Fund

SelfIncome: Dividends($1 - $200)

Value

$1,001 - $15,000

iShares Core Dividend Growth ETF (DGRO)

Exchange Traded Funds (ETF)Excepted Investment Fund

SelfIncome: Dividends($1,001 - $2,500)

Value

$50,001 - $100,000

iShares Core Dividend Growth ETF (DGRO)

Exchange Traded Funds (ETF)Excepted Investment Fund

SelfIncome: Dividends($1,001 - $2,500)

Value

$50,001 - $100,000

iShares Core Dividend Growth ETF (DGRO)

Exchange Traded Funds (ETF)Excepted Investment Fund

SelfIncome: Dividends($2,501 - $5,000)

Value

$100,001 - $250,000

iShares Core Dividend Growth ETF (DGRO)

Exchange Traded Funds (ETF)Excepted Investment Fund

SelfIncome: Dividends($201 - $1,000)

Value

$15,001 - $50,000

iShares Core S&P 500 ETF (IVV)

Exchange Traded Funds (ETF)Excepted Investment Fund

SelfIncome: Dividends($201 - $1,000)

Value

$15,001 - $50,000

iShares Core S&P 500 ETF (IVV)

Exchange Traded Funds (ETF)Excepted Investment Fund

SelfIncome: Dividends($201 - $1,000)

Value

$15,001 - $50,000

iShares Gold Trust Shares of the iShares Gold Trust (IAU)

Exchange Traded Funds (ETF)Excepted Investment Fund

Self

Value

$250,001 - $500,000

iShares Gold Trust Shares of the iShares Gold Trust (IAU)

Exchange Traded Funds (ETF)Excepted Investment Fund

Self

Value

$15,001 - $50,000

iShares Gold Trust Shares of the iShares Gold Trust (IAU)

Exchange Traded Funds (ETF)Excepted Investment Fund

Self

Value

$50,001 - $100,000

iShares Gold Trust Shares of the iShares Gold Trust (IAU)

Exchange Traded Funds (ETF)Excepted Investment Fund

Self

Value

$50,001 - $100,000

iShares Gold Trust Shares of the iShares Gold Trust (IAU)

Exchange Traded Funds (ETF)Excepted Investment Fund

Self

Value

$250,001 - $500,000

iShares Gold Trust Shares of the iShares Gold Trust (IAU)

Exchange Traded Funds (ETF)Excepted Investment Fund

Self

Value

$15,001 - $50,000

iShares Russell 1000 ETF (IWB)

Exchange Traded Funds (ETF)Excepted Investment Fund

DependentIncome: Dividends($201 - $1,000)

Value

$15,001 - $50,000

J.B. Hunt Transport Services, Inc. - Common Stock (JBHT)

Stocks (including ADRs)

Self

Value

$15,001 - $50,000

J.B. Hunt Transport Services, Inc. - Common Stock (JBHT)

Stocks (including ADRs)

Self

Value

$15,001 - $50,000

JPMORGAN CHASE & CO 0XXX MATURED

Other

SelfIncome: Interest($5,001 - $15,000)

Value

$50,001 - $100,000

JPMORGAN CHASE FI VAR 27 CALLED @100 EFF: 12/04/2024

Other

SelfIncome: Interest($5,001 - $15,000)

Value

$50,001 - $100,000

JPMORGAN CHASE FI VAR 27 CALLED @100 EFF: 12/04/2024

Other

Self

Value

$15,001 - $50,000

KKR & Co. Inc. Common Stock (KKR)

Stocks (including ADRs)

SelfIncome: Dividends($1,001 - $2,500)

Value

$100,001 - $250,000

KKR & Co. Inc. Common Stock (KKR)

Stocks (including ADRs)

SelfIncome: Dividends($1,001 - $2,500)

Value

$100,001 - $250,000

KKR & Co. Inc. Common Stock (KKR)

Stocks (including ADRs)

SelfIncome: Dividends($201 - $1,000)

Value

$15,001 - $50,000

MARA Holdings, Inc. - Common Stock (MARA)

Stocks (including ADRs)

Self

Value

$15,001 - $50,000

MARA Holdings, Inc. - Common Stock (MARA)

Stocks (including ADRs)

Self

Value

$1,001 - $15,000

MARA Holdings, Inc. - Common Stock (MARA)

Stocks (including ADRs)

Self

Value

$1,001 - $15,000

MARA Holdings, Inc. - Common Stock (MARA)

Stocks (including ADRs)

Self

Value

$15,001 - $50,000

MicroStrategy Incorporated - 10.00% Series A Perpetual Strife Preferred Stock (STRF)

Stocks (including ADRs)

SelfIncome: Dividends($2,501 - $5,000)

Value

$15,001 - $50,000

MicroStrategy Incorporated - 10.00% Series A Perpetual Strife Preferred Stock (STRF)

Stocks (including ADRs)

SelfIncome: Dividends($5,001 - $15,000)

Value

$50,001 - $100,000

MicroStrategy Incorporated - 10.00% Series A Perpetual Strife Preferred Stock (STRF)

Stocks (including ADRs)

SelfIncome: Dividends($1,001 - $2,500)

Value

$15,001 - $50,000

MicroStrategy Incorporated - Class A Common Stock (MSTR)

Stocks (including ADRs)

Self

Value

$1,001 - $15,000

MicroStrategy Incorporated - Class A Common Stock (MSTR)

Stocks (including ADRs)

Self

Value

$15,001 - $50,000

MicroStrategy Incorporated - Class A Common Stock (MSTR)

Stocks (including ADRs)

Self

Value

$1,001 - $15,000

MicroStrategy Incorporated - Class A Common Stock (MSTR)

Stocks (including ADRs)

Self

Value

$50,001 - $100,000

MicroStrategy Incorporated - Class A Common Stock (MSTR)

Stocks (including ADRs)

Self

Value

$15,001 - $50,000

MicroStrategy Incorporated - Class A Common Stock (MSTR)

Stocks (including ADRs)

Self

Value

$50,001 - $100,000

MORGAN STANLEY FIN 0%27 DUE 04/15/27

Other

Self

Value

$15,001 - $50,000

MORGAN STANLEY FIN 0%27 DUE 04/15/27

Other

Self

Value

$50,001 - $100,000

MORGAN STANLEY FI VAR 26 CALLED @100 EFF: 01/30/2025

Other

SelfIncome: Interest($5,001 - $15,000)

Value

$50,001 - $100,000

MORGAN STANLEY FI VAR 26 DUE 02/18/26

Other

Self

Value

$50,001 - $100,000

MORGAN STANLEY FI VAR 26 DUE 11/25/26

Other

SelfIncome: Interest($5,001 - $15,000)

Value

$50,001 - $100,000

MORGAN STANLEY FI VAR 27 CALLED @100 EFF: 08/01/2024

Other

SelfIncome: Interest($2,501 - $5,000)

Value

$15,001 - $50,000

MORGAN STANLEY FI VAR 27 DUE 12/16/27

Other

Self

Value

$50,001 - $100,000

MORGAN STANLEY FI VAR 27 DUE 12/16/27

Other

SelfIncome: Interest($5,001 - $15,000)

Value

$50,001 - $100,000

NVIDIA Corporation - Common Stock (NVDA)

Stocks (including ADRs)

Self

Value

$250,001 - $500,000

Pacer US Cash Cows 100 ETF (COWZ)

Exchange Traded Funds (ETF)Excepted Investment Fund

SelfIncome: Dividends($1,001 - $2,500)

Value

$50,001 - $100,000

Pacer US Cash Cows 100 ETF (COWZ)

Exchange Traded Funds (ETF)Excepted Investment Fund

SelfIncome: Dividends($1,001 - $2,500)

Value

$50,001 - $100,000

Pacer US Cash Cows 100 ETF (COWZ)

Exchange Traded Funds (ETF)Excepted Investment Fund

SelfIncome: Dividends($2,501 - $5,000)

Value

$100,001 - $250,000

Pacer US Cash Cows 100 ETF (COWZ)

Exchange Traded Funds (ETF)Excepted Investment Fund

SelfIncome: Dividends($2,501 - $5,000)

Value

$100,001 - $250,000

Palantir Technologies Inc. - Class A Common Stock (PLTR)

Stocks (including ADRs)

Self

Value

$1,001 - $15,000

Palantir Technologies Inc. - Class A Common Stock (PLTR)

Stocks (including ADRs)

Self

Value

$50,001 - $100,000

Palantir Technologies Inc. - Class A Common Stock (PLTR)

Stocks (including ADRs)

Self

Value

$15,001 - $50,000

Palo Alto Networks, Inc. (PANW)

Stocks (including ADRs)

Self

Value

$15,001 - $50,000

Palo Alto Networks, Inc. (PANW)

Stocks (including ADRs)

Self

Value

$1,001 - $15,000

Pfizer, Inc. Common Stock (PFE)

Stocks (including ADRs)

SelfIncome: Dividends($201 - $1,000)

Value

$1,001 - $15,000

Pioneer Natural Resources Company Common Stock (PXD)

Stocks (including ADRs)

SelfIncome: Dividends($1,001 - $2,500)

Value

$15,001 - $50,000

Pioneer Natural Resources Company Common Stock (PXD)

Stocks (including ADRs)

SelfIncome: Dividends($1,001 - $2,500)

Value

$15,001 - $50,000

Progressive Corporation (PGR)

Stocks (including ADRs)

SelfIncome: Dividends($201 - $1,000)

Value

$50,001 - $100,000

QUALCOMM Incorporated - Common Stock (QCOM)

Stocks (including ADRs)

SelfIncome: Dividends($201 - $1,000)

Value

$15,001 - $50,000

RB Global, Inc. Common Stock (RBA)

Stocks (including ADRs)

SelfIncome: Dividends($1,001 - $2,500)

Value

$100,001 - $250,000

RB Global, Inc. Common Stock (RBA)

Stocks (including ADRs)

SelfIncome: Dividends($1,001 - $2,500)

Value

$100,001 - $250,000

Robinhood Markets, Inc. - Class A Common Stock (HOOD)

Stocks (including ADRs)

Self

Value

$100,001 - $250,000

Robinhood Markets, Inc. - Class A Common Stock (HOOD)

Stocks (including ADRs)

Self

Value

$15,001 - $50,000

Robinhood Markets, Inc. - Class A Common Stock (HOOD)

Stocks (including ADRs)

Self

Value

$50,001 - $100,000

Robinhood Markets, Inc. - Class A Common Stock (HOOD)

Stocks (including ADRs)

Self

Value

$15,001 - $50,000

Smead International Value Fund Class A Shares (SVXAX)

Mutual FundsExcepted Investment Fund

SelfIncome: Capital Gains, Dividends($5,001 - $15,000)

Value

$250,001 - $500,000

Smead Value Fund - Class A Shares (SVFAX)

Mutual FundsExcepted Investment Fund

DependentIncome: Capital Gains, Dividends($201 - $1,000)

Value

$15,001 - $50,000

Smead Value Fund - Class I1 (SVFFX)

Mutual FundsExcepted Investment Fund

SelfIncome: Capital Gains, Dividends($1,001 - $2,500)

Value

$50,001 - $100,000

Smead Value Fund - Class I1 (SVFFX)

Mutual FundsExcepted Investment Fund

SelfIncome: Capital Gains, Dividends($1,001 - $2,500)

Value

$50,001 - $100,000

Smead Value Fund - Class I1 (SVFFX)

Mutual FundsExcepted Investment Fund

SelfIncome: Capital Gains, Dividends($1,001 - $2,500)

Value

$50,001 - $100,000

Smead Value Fund - Class I1 (SVFFX)

Mutual FundsExcepted Investment Fund

SelfIncome: Capital Gains, Dividends($1 - $200)

Value

$1,001 - $15,000

SPDR Bloomberg 1-3 Month T-Bill ETF (BIL)

Exchange Traded Funds (ETF)Excepted Investment Fund

SelfIncome: Dividends($15,001 - $50,000)

Value

$500,001 - $1,000,000

SPDR Bloomberg 1-3 Month T-Bill ETF (BIL)

Exchange Traded Funds (ETF)Excepted Investment Fund

SelfIncome: Dividends($201 - $1,000)

Value

$1,001 - $15,000

SPDR Bloomberg 1-3 Month T-Bill ETF (BIL)

Exchange Traded Funds (ETF)Excepted Investment Fund

SelfIncome: Dividends($201 - $1,000)

Value

$1,001 - $15,000

SPDR Bloomberg 1-3 Month T-Bill ETF (BIL)

Exchange Traded Funds (ETF)Excepted Investment Fund

SelfIncome: Dividends($2,501 - $5,000)

Value

$50,001 - $100,000

SPDR Bloomberg 1-3 Month T-Bill ETF (BIL)

Exchange Traded Funds (ETF)Excepted Investment Fund

SelfIncome: Dividends($2,501 - $5,000)

Value

$50,001 - $100,000

SPDR Bloomberg 1-3 Month T-Bill ETF (BIL)

Exchange Traded Funds (ETF)Excepted Investment Fund

SelfIncome: Dividends($2,501 - $5,000)

Value

$50,001 - $100,000

SPDR Bloomberg 1-3 Month T-Bill ETF (BIL)

Exchange Traded Funds (ETF)Excepted Investment Fund

SelfIncome: Dividends($1,001 - $2,500)

Value

$50,001 - $100,000

SPDR Bloomberg 1-3 Month T-Bill ETF (BIL)

Exchange Traded Funds (ETF)Excepted Investment Fund

SelfIncome: Dividends($2,501 - $5,000)

Value

$50,001 - $100,000

SPDR Bloomberg 1-3 Month T-Bill ETF (BIL)

Exchange Traded Funds (ETF)Excepted Investment Fund

SelfIncome: Dividends($1,001 - $2,500)

Value

$15,001 - $50,000

SPDR Bloomberg 1-3 Month T-Bill ETF (BIL)

Exchange Traded Funds (ETF)Excepted Investment Fund

SelfIncome: Dividends($1,001 - $2,500)

Value

$15,001 - $50,000

SPDR Bloomberg 1-3 Month T-Bill ETF (BIL)

Exchange Traded Funds (ETF)Excepted Investment Fund

SelfIncome: Dividends($1,001 - $2,500)

Value

$15,001 - $50,000

SPDR Bloomberg 1-3 Month T-Bill ETF (BIL)

Exchange Traded Funds (ETF)Excepted Investment Fund

SelfIncome: Dividends($2,501 - $5,000)

Value

$100,001 - $250,000

SPDR Bloomberg 1-3 Month T-Bill ETF (BIL)

Exchange Traded Funds (ETF)Excepted Investment Fund

DependentIncome: Dividends($2,501 - $5,000)

Value

$50,001 - $100,000

SPDR Bloomberg 1-3 Month T-Bill ETF (BIL)

Exchange Traded Funds (ETF)Excepted Investment Fund

SelfIncome: Dividends($5,001 - $15,000)

Value

$100,001 - $250,000

SPDR Bloomberg 1-3 Month T-Bill ETF (BIL)

Exchange Traded Funds (ETF)Excepted Investment Fund

SelfIncome: Dividends($5,001 - $15,000)

Value

$250,001 - $500,000

SPDR Bloomberg 1-3 Month T-Bill ETF (BIL)

Exchange Traded Funds (ETF)Excepted Investment Fund

SelfIncome: Dividends($1,001 - $2,500)

Value

$15,001 - $50,000

SPDR Bloomberg 1-3 Month T-Bill ETF (BIL)

Exchange Traded Funds (ETF)Excepted Investment Fund

SelfIncome: Dividends($5,001 - $15,000)

Value

$100,001 - $250,000

SPDR Bloomberg 1-3 Month T-Bill ETF (BIL)

Exchange Traded Funds (ETF)Excepted Investment Fund

SelfIncome: Dividends($2,501 - $5,000)

Value

$50,001 - $100,000

SPDR Bloomberg 1-3 Month T-Bill ETF (BIL)

Exchange Traded Funds (ETF)Excepted Investment Fund

SelfIncome: Dividends($2,501 - $5,000)

Value

$50,001 - $100,000

SPDR Bloomberg 1-3 Month T-Bill ETF (BIL)

Exchange Traded Funds (ETF)Excepted Investment Fund

SelfIncome: Dividends($1,001 - $2,500)

Value

$50,001 - $100,000

Tesla, Inc. - Common Stock (TSLA)

Stocks (including ADRs)

Self

Value

$50,001 - $100,000

Tesla, Inc. - Common Stock (TSLA)

Stocks (including ADRs)

Self

Value

$15,001 - $50,000

Tesla, Inc. - Common Stock (TSLA)

Stocks (including ADRs)

Self

Value

$100,001 - $250,000

Tesla, Inc. - Common Stock (TSLA)

Stocks (including ADRs)

Self

Value

$15,001 - $50,000

Twilio Inc. Class A Common Stock (TWLO)

Stocks (including ADRs)

Self

Value

$15,001 - $50,000

U-Haul Holding Company Common Stock (UHAL)

Stocks (including ADRs)

Self

Value

$50,001 - $100,000

US TREASUR NT 1%12XXX MATURED

Government Securities and Agency Debt

SelfIncome: Interest($1,001 - $2,500)

Value

$15,001 - $50,000

US TREASUR NT 2%02XXX MATURED

Government Securities and Agency Debt

SelfIncome: Interest($5,001 - $15,000)

Value

$100,001 - $250,000

US TREASUR NT 3.25%08/24 UST NOTE DUE 08/31/24

Government Securities and Agency Debt

SelfIncome: Interest($2,501 - $5,000)

Value

$100,001 - $250,000

US TREASURY BILXXX MATURED

Government Securities and Agency Debt

Self

Value

$250,001 - $500,000

US TREASURY BILXXX MATURED

Government Securities and Agency Debt

SelfIncome: Interest($5,001 - $15,000)

Value

$100,001 - $250,000

US TREASURY BILXXX MATURED

Government Securities and Agency Debt

SelfIncome: Interest($5,001 - $15,000)

Value

$100,001 - $250,000

Vanguard 500 Index Fd Admiral Shs (VFIAX)

Mutual FundsExcepted Investment Fund

SelfIncome: Capital Gains, Dividends($1,001 - $2,500)

Value

$100,001 - $250,000

Vanguard Div Appreciation ETF (VIG)

Exchange Traded Funds (ETF)Excepted Investment Fund

SelfIncome: Dividends($2,501 - $5,000)

Value

$100,001 - $250,000

Vanguard Div Appreciation ETF (VIG)

Exchange Traded Funds (ETF)Excepted Investment Fund

SelfIncome: Dividends($1,001 - $2,500)

Value

$50,001 - $100,000

Vanguard Growth Index Fd Admiral Shs (VIGAX)

Mutual FundsExcepted Investment Fund

SelfIncome: Capital Gains, Dividends($2,501 - $5,000)

Value

$100,001 - $250,000

Vanguard Health Care ETF (VHT)

Exchange Traded Funds (ETF)Excepted Investment Fund

SelfIncome: Dividends($2,501 - $5,000)

Value

$100,001 - $250,000

Vanguard Health Care ETF (VHT)

Exchange Traded Funds (ETF)Excepted Investment Fund

SelfIncome: Dividends($2,501 - $5,000)

Value

$100,001 - $250,000

Vanguard Health Care ETF (VHT)

Exchange Traded Funds (ETF)Excepted Investment Fund

SelfIncome: Dividends($201 - $1,000)

Value

$15,001 - $50,000

Vanguard Wellesley Income Fund Admiral Shares (VWIAX)

Mutual FundsExcepted Investment Fund

SelfIncome: Capital Gains, Dividends($201 - $1,000)

Value

$15,001 - $50,000

Vanguard Windsor Fund Admiral Shares (VWNEX)

Mutual FundsExcepted Investment Fund

SelfIncome: Capital Gains, Dividends($1,001 - $2,500)

Value

$50,001 - $100,000