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HouseAnnual Report

Jonathan Treble

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AZ-AZ01

Filed August 12, 2025

View Original Document

Transactions

0

Assets

21

Liabilities

0

Details

Report Title: Financial Disclosure Report
Submission Method: Electronic
Signed By: Jonathan Treble
Signed Date: August 11, 2025

Assets

21 assets

529 College Savings Plan

529 Portfolio

SelfIncome: Tax-Deferred

Value

$100K - $250K

Bitcoin

Cryptocurrency

HouseAnnual Report

Jonathan Treble

View Profile

AZ-AZ01

Filed August 12, 2025

View Original Document

Transactions

0

Assets

21

Liabilities

0

Details

Report Title: Financial Disclosure Report
Submission Method: Electronic
Signed By: Jonathan Treble
Signed Date: August 11, 2025

Assets

21 assets

529 College Savings Plan

529 Portfolio

SelfIncome: Tax-Deferred

Value

$100K - $250K

Bitcoin

Cryptocurrency

SelfIncome: None

Value

$500K - $1M

Checking Account

Bank Accounts, Money Market Accounts and CDs

SelfIncome: None

Value

$15K - $50K

Fooda Inc

Stock (Not Publicly Traded)

SelfIncome: None

Value

$250K - $500K

JPT Irrevocable Trust for Descendants - WithMe Inc Common Shares

Stock (Not Publicly Traded)

Dependent ChildIncome: None

Value

$500K - $1M

JPT Irrevocable Trust for Toni - WithMe Inc Common Shares

Stock (Not Publicly Traded)

Dependent ChildIncome: None

Value

$500K - $1M

LongJump Fund I

Ownership Interest (Engaged in a Trade or Business)

SelfIncome: None

Value

$1K - $15K

m25 Fund IV

Ownership Interest (Engaged in a Trade or Business)

SelfIncome: None

Value

$1K - $15K

Meta Platforms, Inc. - Class A Common Stock (META)

Stocks (including ADRs)

Self

Value

Not disclosed

MFS International Growth Fund Class R6 (MGRDX)

Mutual Funds

SelfIncome: Tax-Deferred

Value

$15K - $50K

Roth IRA - FBTC

Cryptocurrency

SelfIncome: None

Value

$1K - $15K

Roth IRA - Fidelity 500 Index Fund (FXAIX)

Mutual Funds

SelfIncome: Tax-Deferred

Value

$50K - $100K

Stock Brokerage - Liquidia Corporation (LQDA) Common Stock

Stocks (including ADRs)

SelfIncome: None

Value

$15K - $50K

Traditional IRA - FBTC

Cryptocurrency

SelfIncome: None

Value

$1K - $15K

Traditional IRA - Fidelity 500 Index Fund (FXAIX)

Mutual Funds

SelfIncome: Tax-Deferred

Value

$50K - $100K

Traditional IRA - Microsoft Corporation Common Stock (MSFT)

Stocks (including ADRs)

SelfIncome: Tax-Deferred

Value

$1K - $15K

Traditional IRA - NVIDIA Corporation Common Stock (NVDA)

Stocks (including ADRs)

SelfIncome: None

Value

$1K - $15K

Vanguard 500 Index Fd Admiral Shs (VFIAX)

Mutual Funds

SelfIncome: Tax-Deferred

Value

$100K - $250K

Vanguard Small Cap Index Fd Admiral Shs (VSMAX)

Mutual Funds

SelfIncome: Tax-Deferred

Value

$1 - $1K

WithMe Inc Common Shares

Stock (Not Publicly Traded)

SelfIncome: None

Value

$5M - $25M

WithMe Inc Preferred Shares

Stock (Not Publicly Traded)

SelfIncome: None

Value

$500K - $1M