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Bob Brooks - Annual Financial Disclosure · Congress.wiki

HouseAnnual Report

Bob Brooks

PA-PA07

Filed December 24, 2025

View Original Document

Transactions

0

Assets

216

Liabilities

4

Details

Report Title: Candidate Report
Signed By: Bob Brooks
Signed Date: December 23, 2025

Assets

216 assets

AbbVie Inc. (ABBV)

Stocks (including ADRs)

SelfIncome: Dividends($1 - $200)

Value

$1 - $1,000

Advanced Micro Devices, Inc. (AMD)

Liabilities

4 liabilities

Darrell and Linda Crook

Personal Loan

Joint

Amount

$15,001 - $50,000

Firefighters First Federal Credit Union

Business Loan

Self

Stocks (including ADRs)

Joint

Value

$1 - $1,000

Affirm Holdings, Inc. (AFRM)

Stocks (including ADRs)

Self

Value

$1 - $1,000

Air Products and Chemicals, Inc. (APD)

Stocks (including ADRs)

Joint

Value

$1 - $1,000

Allianz Life Insurance Company

Fixed Annuity

Spouse

Value

$100,001 - $250,000

Allspring Special Mid Cap Value Fund - Institutional (WFMIX)

Mutual Funds

SpouseIncome: Dividends($1 - $200)

Value

$1,001 - $15,000

Alphabet Inc. - Class A (GOOGL)

Stocks (including ADRs)

JointIncome: Dividends($1 - $200)

Value

$1,001 - $15,000

Alphabet Inc. - Class A (GOOGL)

Stocks (including ADRs)

SelfIncome: Dividends($1 - $200)

Value

$1,001 - $15,000

Amazon.com, Inc. (AMZN)

Stocks (including ADRs)

Joint

Value

$1,001 - $15,000

Amazon.com, Inc. (AMZN)

Stocks (including ADRs)

Self

Value

$1,001 - $15,000

AMCAP Fund - Class F-3 (FMACX)

Mutual Funds

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

Value

$1,001 - $15,000

American Century Growth Fund - I Class (TWGIX)

Mutual Funds

Spouse

Value

$1,001 - $15,000

American Funds Fundamental Investors - Class F-3 (FUNFX)

Mutual Funds

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

Value

$1,001 - $15,000

Amphenol Corporation (APH)

Stocks (including ADRs)

SelfIncome: Dividends($1 - $200)

Value

$1,001 - $15,000

Apple Inc. (AAPL)

Stocks (including ADRs)

Joint

Value

$1,001 - $15,000

Apple Inc. (AAPL)

Stocks (including ADRs)

SelfIncome: Dividends($1 - $200)

Value

$1,001 - $15,000

Applovin Corporation - Class A (APP)

Stocks (including ADRs)

Joint

Value

$1,001 - $15,000

Arista Networks, Inc. (ANET)

Stocks (including ADRs)

Self

Value

$1 - $1,000

Armstrong World Industries Inc (AWI)

Stocks (including ADRs)

SelfIncome: Dividends($1 - $200)

Value

$1 - $1,000

Baron Emerging Markets Fund - Institutional (BEXIX)

Mutual Funds

SpouseIncome: Dividends($1 - $200)

Value

$1,001 - $15,000

Baron Small Cap Fund - Institutional (BSFIX)

Mutual Funds

Spouse

Value

$1,001 - $15,000

Berkshire Hathaway Inc. (BRK.B)

Stocks (including ADRs)

Joint

Value

$1 - $1,000

Broadcom Inc. (AVGO)

Stocks (including ADRs)

Joint

Value

$1,001 - $15,000

Broadcom Inc. (AVGO)

Stocks (including ADRs)

SelfIncome: Dividends($1 - $200)

Value

$1,001 - $15,000

Capital Group Core Equity ETF (CGUS)

Exchange Traded Funds (ETF)

SelfIncome: Dividends($1 - $200)

Value

$15,001 - $50,000

Capital Group Global Equity ETF (CGGE) - Holding 1

Exchange Traded Funds (ETF)

Self

Value

$1,001 - $15,000

Capital Group Global Equity ETF (CGGE) - Holding 2

Exchange Traded Funds (ETF)

Self

Value

$1,001 - $15,000

Capital Group Global Equity ETF (CGGE) - Holding 3

Exchange Traded Funds (ETF)

Self

Value

$1 - $1,000

Capital Group Global Growth Equity ETF (CGGO) - Holding 1

Exchange Traded Funds (ETF)

SelfIncome: Dividends($1 - $200)

Value

$1 - $1,000

Capital Group Global Growth Equity ETF (CGGO) - Holding 2

Exchange Traded Funds (ETF)

SelfIncome: Dividends($1 - $200)

Value

$1,001 - $15,000

Capital Group Global Growth Equity ETF (CGGO) - Holding 3

Exchange Traded Funds (ETF)

SelfIncome: Dividends($1 - $200)

Value

$1 - $1,000

Capital Group Global Growth Equity ETF (CGGO) - Holding 4

Exchange Traded Funds (ETF)

SelfIncome: Dividends($1 - $200)

Value

$1,001 - $15,000

Capital Group Growth ETF (CGGR)

Exchange Traded Funds (ETF)

Self

Value

$15,001 - $50,000

Capital Group New Geography Equity ETF (CGNG)

Exchange Traded Funds (ETF)

Self

Value

$1,001 - $15,000

Capital Group U.S. Small and Mid Cap ETF (CGMM)

Exchange Traded Funds (ETF)

SelfIncome: Dividends($1 - $200)

Value

$1,001 - $15,000

Cardinal Health, Inc. (CAH)

Stocks (including ADRs)

Joint

Value

$1,001 - $15,000

Cardinal Health, Inc. (CAH)

Stocks (including ADRs)

SelfIncome: Dividends($1 - $200)

Value

$1 - $1,000

Caseys General Stores, Inc. (CASY)

Stocks (including ADRs)

SelfIncome: Dividends($1 - $200)

Value

$1,001 - $15,000

Catalyst Energy Infrastructure Fund - Class I (MLXIX)

Mutual Funds

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

Value

$1,001 - $15,000

Catalyst/Millburn Hedge Strategy Fund - Class I (MBXIX)

Mutual Funds

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

Value

$1,001 - $15,000

Causeway International Value Fund - Institutional (CIVIX)

Mutual Funds

SpouseIncome: Dividends($1 - $200)

Value

$1,001 - $15,000

Cencora, Inc. (COR)

Stocks (including ADRs)

SelfIncome: Dividends($1 - $200)

Value

$1 - $1,000

Cencora, Inc. (COR)

Stocks (including ADRs)

Joint

Value

$1 - $1,000

Chevron Corporation (CVX)

Stocks (including ADRs)

Joint

Value

$1,001 - $15,000

Ciena Corporation (CIEN)

Stocks (including ADRs)

Joint

Value

$1,001 - $15,000

Cintas Corporation (CTAS)

Stocks (including ADRs)

SelfIncome: Dividends($1 - $200)

Value

$1 - $1,000

Columbia Dividend Income Fund - Class I3 (CDDYX)

Mutual Funds

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

Value

$50,001 - $100,000

Costco Wholesale Corporation (COST)

Stocks (including ADRs)

SelfIncome: Dividends($1 - $200)

Value

$1,001 - $15,000

Datadog, Inc. - Class A (DDOG)

Stocks (including ADRs)

Self

Value

$1 - $1,000

Dell Technologies Inc. - Class C (DELL)

Stocks (including ADRs)

SelfIncome: Dividends($1 - $200)

Value

$1 - $1,000

Dodge & Cox Stock Fund - Class I (DODGX)

Mutual Funds

SpouseIncome: Dividends($1 - $200)

Value

$1,001 - $15,000

Eaton Vance Income Fund of Boston - Institutional (EIBIX)

Mutual Funds

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

Value

$1,001 - $15,000

Elevance Health, Inc. (ELV)

Stocks (including ADRs)

JointIncome: Dividends($1 - $200)

Value

$1,001 - $15,000

Eli Lilly and Company (LLY)

Stocks (including ADRs)

SelfIncome: Dividends($1 - $200)

Value

$1,001 - $15,000

Embark Commodity Strategy Fund - Institutional (ECSWX)

Mutual Funds

SpouseIncome: Dividends($1 - $200)

Value

$1,001 - $15,000

Embassy Bank Checking

Bank Accounts, Money Market Accounts and CDs

Joint

Value

$100,001 - $250,000

EMCOR Group, Inc. (EME)

Stocks (including ADRs)

SelfIncome: Dividends($1 - $200)

Value

$1,001 - $15,000

EuroPacific Growth Fund - Class F-2 (AEPFX)

Mutual Funds

SpouseIncome: Dividends($1 - $200)

Value

$1,001 - $15,000

Ferguson plc (FERG)

Stocks (including ADRs)

SelfIncome: Dividends($1 - $200)

Value

$1 - $1,000

Fidelity 500 Index Fund (FXAIX)

Mutual Funds

JointIncome: Dividends($1 - $200)

Value

$1,001 - $15,000

Fidelity 500 Index Fund (FXAIX)

Mutual Funds

SelfIncome: Dividends($1 - $200)

Value

$15,001 - $50,000

Fidelity Advisor Growth & Income Fund - Class Z (FGJEX)

Mutual Funds

SelfIncome: Dividends($1 - $200)

Value

$1,001 - $15,000

Fidelity Advisor Growth & Income Fund - Class Z (FGJEX)

Mutual Funds

Joint

Value

$1,001 - $15,000

Fidelity Advisor International Discovery - Class Z (FZAIX)

Mutual Funds

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

Value

$1,001 - $15,000

Fidelity Advisor International Discovery - Class Z (FZAIX)

Mutual Funds

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

Value

$1,001 - $15,000

Fidelity Advisor International Value Fund - Class Z (FIQKX)

Mutual Funds

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

Value

$1,001 - $15,000

Fidelity Advisor International Value Fund - Class Z (FIQKX)

Mutual Funds

JointIncome: Dividends($1 - $200)

Value

$1,001 - $15,000

Fidelity Advisor Mega Cap Stock Fund - Class Z (FZALX)

Mutual Funds

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

Value

$1,001 - $15,000

Fidelity Advisor Mega Cap Stock Fund - Class Z (FZALX)

Mutual Funds

JointIncome: Dividends($1 - $200)

Value

$1,001 - $15,000

Fidelity Global ex U.S. Index Fund (FSGGX)

Mutual Funds

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

Value

$15,001 - $50,000

Fidelity International Index Fund (FSPSX)

Mutual Funds

JointIncome: Dividends($1 - $200)

Value

$1,001 - $15,000

Fidelity Investments Cash

Bank Accounts, Money Market Accounts and CDs

SpouseIncome: Dividends($1 - $200)

Value

$1,001 - $15,000

Fidelity Large Cap Growth Index Fund (FSPGX)

Mutual Funds

SelfIncome: Dividends($1 - $200)

Value

$15,001 - $50,000

Fidelity Large Cap Value Index Fund (FLCOX)

Mutual Funds

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

Value

$15,001 - $50,000

Fidelity Mid Cap Growth Index Fund (FMDGX)

Mutual Funds

SelfIncome: Dividends($1 - $200)

Value

$1,001 - $15,000

Fidelity Mid Cap Index Fund (FSMDX)

Mutual Funds

SelfIncome: Dividends($1 - $200)

Value

$1,001 - $15,000

Fidelity Mid Cap Value Index Fund (FIMVX)

Mutual Funds

SelfIncome: Dividends($1 - $200)

Value

$1,001 - $15,000

Fidelity NASDAQ Composite Index Fund (FNCMX)

Mutual Funds

Self

Value

$1,001 - $15,000

Fidelity Small Cap Index Fund (FSSNX)

Mutual Funds

JointIncome: Dividends($1 - $200)

Value

$1 - $1,000

Fidelity U.S. Bond Index Fund (FXNAX)

Mutual Funds

JointIncome: Dividends($1 - $200)

Value

$1,001 - $15,000

Firefighters First Federal Credit Union

Bank Accounts, Money Market Accounts and CDs

Self

Value

$1,001 - $15,000

Fulton Bank

Bank Accounts, Money Market Accounts and CDs

Spouse

Value

$1,001 - $15,000

GE Aerospace (GE)

Stocks (including ADRs)

SelfIncome: Dividends($1 - $200)

Value

$1,001 - $15,000

Goldman Sachs Bank USA Point to Point CD (AAFTIXX)

Mutual Funds

SpouseIncome: Dividends($1 - $200)

Value

$1,001 - $15,000

Goldman Sachs Group, Inc. (GS)

Stocks (including ADRs)

SelfIncome: Dividends($1 - $200)

Value

$1,001 - $15,000

Hasbro, Inc. (HAS)

Stocks (including ADRs)

Joint

Value

$1,001 - $15,000

Home Depot, Inc. (HD)

Stocks (including ADRs)

SelfIncome: Dividends($1 - $200)

Value

$1 - $1,000

Howmet Aerospace Inc. (HWM)

Stocks (including ADRs)

SelfIncome: Dividends($1 - $200)

Value

$1 - $1,000

Howmet Aerospace Inc. (HWM)

Stocks (including ADRs)

Joint

Value

$1,001 - $15,000

Humana Inc. (HUM)

Stocks (including ADRs)

Joint

Value

$1 - $1,000

Intel Corporation (INTC)

Stocks (including ADRs)

Joint

Value

$1 - $1,000

Intercontinental Exchange Inc. (ICE)

Stocks (including ADRs)

Joint

Value

$1,001 - $15,000

Intuit Inc. (INTU)

Stocks (including ADRs)

Joint

Value

$1 - $1,000

Intuitive Surgical, Inc. (ISRG)

Stocks (including ADRs)

Self

Value

$1 - $1,000

iShares Core MSCI EAFE ETF (IEFA)

Exchange Traded Funds (ETF)

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

Value

$1,001 - $15,000

iShares Core MSCI EAFE ETF (IEFA)

Exchange Traded Funds (ETF)

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

Value

$1,001 - $15,000

iShares Core MSCI Europe ETF (IEUR)

Exchange Traded Funds (ETF)

SelfIncome: Dividends($1 - $200)

Value

$1,001 - $15,000

iShares Core MSCI Europe ETF (IEUR)

Exchange Traded Funds (ETF)

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

Value

$1,001 - $15,000

iShares Core S&P 500 ETF (IVV)

Exchange Traded Funds (ETF)

SelfIncome: Dividends($1 - $200)

Value

$1,001 - $15,000

iShares Dynamic Equity Active ETF (BDYN) - Holding 1

Exchange Traded Funds (ETF)

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

Value

$1,001 - $15,000

iShares Dynamic Equity Active ETF (BDYN) - Holding 2

Exchange Traded Funds (ETF)

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

Value

$1 - $1,000

iShares Dynamic Equity Active ETF (BDYN) - Holding 3

Exchange Traded Funds (ETF)

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

Value

$1 - $1,000

iShares Dynamic Equity Active ETF (BDYN) - Holding 4

Exchange Traded Funds (ETF)

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

Value

$1,001 - $15,000

iShares Dynamic Equity Active ETF (BDYN) - Holding 5

Exchange Traded Funds (ETF)

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

Value

$15,001 - $50,000

iShares Dynamic Equity Active ETF (BDYN) - Holding 6

Exchange Traded Funds (ETF)

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

Value

$1,001 - $15,000

iShares Dynamic Equity Active ETF (BDYN) - Holding 7

Exchange Traded Funds (ETF)

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

Value

$1 - $1,000

iShares Dynamic Equity Active ETF (BDYN) - Holding 8

Exchange Traded Funds (ETF)

SelfIncome: Dividends($1 - $200)

Value

$1 - $1,000

iShares Morningstar Large-Cap Growth ETF (ILCG)

Exchange Traded Funds (ETF)

JointIncome: Dividends($1 - $200)

Value

$1,001 - $15,000

iShares MSCI ACWI ex U.S. ETF (ACWX)

Exchange Traded Funds (ETF)

JointIncome: Dividends($1 - $200)

Value

$1,001 - $15,000

iShares MSCI Global Gold Miners ETF (RING)

Exchange Traded Funds (ETF)

SelfIncome: Dividends($1 - $200)

Value

$1,001 - $15,000

iShares MSCI Global Gold Miners ETF (RING)

Exchange Traded Funds (ETF)

SelfIncome: Dividends($1 - $200)

Value

$1,001 - $15,000

iShares MSCI Japan ETF (EWJ)

Exchange Traded Funds (ETF)

SelfIncome: Dividends($1 - $200)

Value

$1,001 - $15,000

iShares MSCI Japan ETF (EWJ)

Exchange Traded Funds (ETF)

SelfIncome: Dividends($1 - $200)

Value

$1,001 - $15,000

iShares Russell 1000 Growth ETF (IWF)

Exchange Traded Funds (ETF)

JointIncome: Dividends($1 - $200)

Value

$1,001 - $15,000

iShares Russell 1000 Value ETF (IWD)

Exchange Traded Funds (ETF)

JointIncome: Dividends($1 - $200)

Value

$1,001 - $15,000

iShares Russell Mid-Cap ETF (IWR)

Exchange Traded Funds (ETF)

JointIncome: Dividends($1 - $200)

Value

$1,001 - $15,000

iShares Russell Midcap Growth ETF (IWP)

Exchange Traded Funds (ETF)

JointIncome: Dividends($1 - $200)

Value

$1,001 - $15,000

iShares Russell Mid-Cap Value ETF (IWS)

Exchange Traded Funds (ETF)

JointIncome: Dividends($1 - $200)

Value

$1,001 - $15,000

Johnson Controls International plc (JCI)

Stocks (including ADRs)

Joint

Value

$1,001 - $15,000

JPMorgan Chase & Co. (JPM)

Stocks (including ADRs)

Joint

Value

$1 - $1,000

JPMorgan Core Bond Fund - I Class (WOBDX)

Mutual Funds

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

Value

$15,001 - $50,000

JPMorgan Emerging Markets Equity Fund - Class L (JMIEX)

Mutual Funds

SpouseIncome: Dividends($1 - $200)

Value

$1,001 - $15,000

JPMorgan Equity Premium Income Fund - Class I (JEPIX)

Mutual Funds

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

Value

$15,001 - $50,000

JPMorgan U.S. Equity Fund - Class L (JMUEX)

Mutual Funds

SpouseIncome: Dividends($1 - $200)

Value

$1,001 - $15,000

Lam Research Corporation (LRCX)

Stocks (including ADRs)

SelfIncome: Dividends($1 - $200)

Value

$1 - $1,000

Lazard Emerging Markets Equity Portfolio - Institutional (LZEMX)

Mutual Funds

SpouseIncome: Dividends($1 - $200)

Value

$1,001 - $15,000

Lincoln Financial Group

Fixed Annuity

Self

Value

$100,001 - $250,000

Mastercard Incorporated (MA)

Stocks (including ADRs)

SelfIncome: Dividends($1 - $200)

Value

$1,001 - $15,000

Medtronic plc (MDT)

Stocks (including ADRs)

Joint

Value

$1,001 - $15,000

Meta Platforms, Inc. - Class A (META)

Stocks (including ADRs)

SelfIncome: Dividends($1 - $200)

Value

$1,001 - $15,000

Meta Platforms, Inc. - Class A (META)

Stocks (including ADRs)

Joint

Value

$1,001 - $15,000

MFS Mid Cap Growth Fund - Class I (OTCIX)

Mutual Funds

Spouse

Value

$1,001 - $15,000

MFS Value Fund - Class I (MEIIX)

Mutual Funds

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

Value

$15,001 - $50,000

Micron Technology, Inc. (MU)

Stocks (including ADRs)

Joint

Value

$1,001 - $15,000

Microsoft Corporation (MSFT)

Stocks (including ADRs)

SelfIncome: Dividends($1 - $200)

Value

$1,001 - $15,000

Microsoft Corporation (MSFT)

Stocks (including ADRs)

JointIncome: Dividends($1 - $200)

Value

$1,001 - $15,000

MongoDB, Inc. - Class A (MDB)

Stocks (including ADRs)

Self

Value

$1,001 - $15,000

Monster Beverage Corporation (MNST)

Stocks (including ADRs)

Self

Value

$1 - $1,000

Morgan Stanley (MS)

Stocks (including ADRs)

SelfIncome: Dividends($1 - $200)

Value

$1 - $1,000

Netflix, Inc. (NFLX)

Stocks (including ADRs)

Self

Value

$1 - $1,000

New Perspective Fund - Class F-3 (FNPFX) - Holding 1

Mutual Funds

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

Value

$1 - $1,000

New Perspective Fund - Class F-3 (FNPFX) - Holding 2

Mutual Funds

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

Value

$1,001 - $15,000

New Perspective Fund - Class F-3 (FNPFX) - Holding 3

Mutual Funds

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

Value

$1,001 - $15,000

New Perspective Fund - Class F-3 (FNPFX) - Holding 4

Mutual Funds

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

Value

$1 - $1,000

NVIDIA Corporation (NVDA)

Stocks (including ADRs)

Joint

Value

$1,001 - $15,000

NVIDIA Corporation (NVDA)

Stocks (including ADRs)

SelfIncome: Dividends($1 - $200)

Value

$1,001 - $15,000

NYLI Winslow Large Cap Growth Fund - Class I (MLAIX)

Mutual Funds

Spouse

Value

$1,001 - $15,000

Oracle Corporation (ORCL)

Stocks (including ADRs)

SelfIncome: Dividends($1 - $200)

Value

$1 - $1,000

Palantir Technologies Inc. - Class A (PLTR)

Stocks (including ADRs)

Self

Value

$1 - $1,000

Pegasystems Inc. (PEGA)

Stocks (including ADRs)

Self

Value

$1 - $1,000

Peoples first FCU (Account 1)

Bank Accounts, Money Market Accounts and CDs

Joint

Value

$1,001 - $15,000

Peoples first FCU (Account 2)

Bank Accounts, Money Market Accounts and CDs

JointIncome: Interest

Value

$50,001 - $100,000

Phillips 66 (PSX)

Stocks (including ADRs)

SelfIncome: Dividends($1 - $200)

Value

$1 - $1,000

PIMCO CommoditiesPLUS Strategy Fund - Institutional (PCLIX)

Mutual Funds

SpouseIncome: Dividends($1 - $200)

Value

$1,001 - $15,000

PIMCO Total Return Fund - Institutional (PTTRX)

Mutual Funds

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

Value

$1,001 - $15,000

Reddit, Inc. - Class A (RDDT)

Stocks (including ADRs)

Self

Value

$1 - $1,000

Rentokil Initial plc ADR (RTO)

Stocks (including ADRs)

Joint

Value

$1 - $1,000

Residential Rental Property (Bath, PA, US)

Real Property

SpouseIncome: Rent($1,001 - $2,500)

Value

$250,001 - $500,000

Rocket Companies, Inc. - Class A (RKT)

Stocks (including ADRs)

Joint

Value

$1,001 - $15,000

Roku, Inc. - Class A (ROKU)

Stocks (including ADRs)

Self

Value

$1 - $1,000

Ross Stores, Inc. (ROST)

Stocks (including ADRs)

Self

Value

$1 - $1,000

Schwab U.S. Large-Cap Growth ETF (SCHG)

Exchange Traded Funds (ETF)

SelfIncome: Dividends($1 - $200)

Value

$1,001 - $15,000

Schwab U.S. Large-Cap Growth ETF (SCHG)

Exchange Traded Funds (ETF)

SelfIncome: Dividends($1 - $200)

Value

$15,001 - $50,000

SMALLCAP World Fund, Inc. - Class F-3 (SFCWX) - Holding 1

Mutual Funds

SelfIncome: Dividends($1 - $200)

Value

$1 - $1,000

SMALLCAP World Fund, Inc. - Class F-3 (SFCWX) - Holding 2

Mutual Funds

SelfIncome: Dividends($1 - $200)

Value

$1,001 - $15,000

SMALLCAP World Fund, Inc. - Class F-3 (SFCWX) - Holding 3

Mutual Funds

SelfIncome: Dividends($1 - $200)

Value

$1,001 - $15,000

SMALLCAP World Fund, Inc. - Class F-3 (SFCWX) - Holding 4

Mutual Funds

SelfIncome: Dividends($1 - $200)

Value

$1 - $1,000

SMALLCAP World Fund, Inc. - Class F-3 (SFCWX) - Holding 5

Mutual Funds

SelfIncome: Dividends($1 - $200)

Value

$1 - $1,000

Snowflake Inc. (SNOW)

Stocks (including ADRs)

Joint

Value

$1 - $1,000

S&P Global Inc. (SPGI)

Stocks (including ADRs)

JointIncome: Dividends($1 - $200)

Value

$1,001 - $15,000

Spotify Technology S.A. (SPOT)

Stocks (including ADRs)

Joint

Value

$1,001 - $15,000

SS&C Technologies Holdings, Inc. (SSNC)

Stocks (including ADRs)

JointIncome: Dividends($1 - $200)

Value

$1,001 - $15,000

State Street Communication Services Select Sector SPDR ETF (XLC)

Exchange Traded Funds (ETF)

SelfIncome: Dividends($1 - $200)

Value

$1,001 - $15,000

State Street Communication Services Select Sector SPDR ETF (XLC)

Exchange Traded Funds (ETF)

SelfIncome: Dividends($1 - $200)

Value

$1,001 - $15,000

State Street Consumer Discretionary Select Sector SPDR ETF (XLY)

Exchange Traded Funds (ETF)

SelfIncome: Dividends($1 - $200)

Value

$1,001 - $15,000

State Street Consumer Discretionary Select Sector SPDR ETF (XLY)

Exchange Traded Funds (ETF)

SelfIncome: Dividends($1 - $200)

Value

$1,001 - $15,000

State Street Energy Select Sector SPDR ETF (XLE)

Exchange Traded Funds (ETF)

SelfIncome: Dividends($1 - $200)

Value

$1,001 - $15,000

State Street Energy Select Sector SPDR ETF (XLE)

Exchange Traded Funds (ETF)

SelfIncome: Dividends($1 - $200)

Value

$1 - $1,000

State Street Financial Select Sector SPDR ETF (XLF)

Exchange Traded Funds (ETF)

SelfIncome: Dividends($1 - $200)

Value

$1,001 - $15,000

State Street Financial Select Sector SPDR ETF (XLF)

Exchange Traded Funds (ETF)

SelfIncome: Dividends($1 - $200)

Value

$1,001 - $15,000

State Street Health Care Select Sector SPDR ETF (XLV)

Exchange Traded Funds (ETF)

SelfIncome: Dividends($1 - $200)

Value

$1,001 - $15,000

State Street Health Care Select Sector SPDR ETF (XLV)

Exchange Traded Funds (ETF)

SelfIncome: Dividends($1 - $200)

Value

$1,001 - $15,000

State Street Industrial Select Sector SPDR ETF (XLI)

Exchange Traded Funds (ETF)

SelfIncome: Dividends($1 - $200)

Value

$1,001 - $15,000

State Street Industrial Select Sector SPDR ETF (XLI)

Exchange Traded Funds (ETF)

SelfIncome: Dividends($1 - $200)

Value

$1,001 - $15,000

State Street SPDR Portfolio S&P 500 ETF (SPYM)

Exchange Traded Funds (ETF)

Joint

Value

$1,001 - $15,000

State Street SPDR S&P Aerospace & Defense ETF (XAR)

Exchange Traded Funds (ETF)

SelfIncome: Dividends($1 - $200)

Value

$1,001 - $15,000

State Street SPDR S&P Aerospace & Defense ETF (XAR)

Exchange Traded Funds (ETF)

SelfIncome: Dividends($1 - $200)

Value

$1,001 - $15,000

State Street Technology Select Sector SPDR ETF (XLK)

Exchange Traded Funds (ETF)

SelfIncome: Dividends($1 - $200)

Value

$15,001 - $50,000

State Street Technology Select Sector SPDR ETF (XLK)

Exchange Traded Funds (ETF)

SelfIncome: Dividends($1 - $200)

Value

$1,001 - $15,000

Suncor Energy Inc. (SU)

Stocks (including ADRs)

Joint

Value

$1 - $1,000

Tesla, Inc. (TSLA)

Stocks (including ADRs)

Self

Value

$1,001 - $15,000

The Coca-Cola Company (KO)

Stocks (including ADRs)

SelfIncome: Dividends($1 - $200)

Value

$1 - $1,000

The Growth Fund of America - Class F-3 (GAFFX)

Mutual Funds

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

Value

$15,001 - $50,000

The Investment Company of America - Class F-3 (FFICX)

Mutual Funds

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

Value

$1,001 - $15,000

The New Economy Fund - Class F-3 (FNEFX) - Holding 1

Mutual Funds

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

Value

$1,001 - $15,000

The New Economy Fund - Class F-3 (FNEFX) - Holding 2

Mutual Funds

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

Value

$1 - $1,000

The New Economy Fund - Class F-3 (FNEFX) - Holding 3

Mutual Funds

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

Value

$1,001 - $15,000

Thrivent Small Cap Stock Fund - Class S (TSCSX)

Mutual Funds

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

Value

$15,001 - $50,000

TJX Companies, Inc. (TJX)

Stocks (including ADRs)

SelfIncome: Dividends($1 - $200)

Value

$1 - $1,000

TKO Group Holdings, Inc. - Class A (TKO)

Stocks (including ADRs)

Joint

Value

$1 - $1,000

Transamerica Cash

Bank Accounts, Money Market Accounts and CDs

SpouseIncome: Dividends

Value

Not disclosed

T. Rowe Price Overseas Stock Fund (TROSX)

Mutual Funds

SpouseIncome: Dividends($1 - $200)

Value

$1,001 - $15,000

Uber Technologies, Inc. (UBER)

Stocks (including ADRs)

Self

Value

$1 - $1,000

VanEck Semiconductor ETF (SMH)

Exchange Traded Funds (ETF)

Self

Value

$1 - $1,000

VanEck Semiconductor ETF (SMH)

Exchange Traded Funds (ETF)

Self

Value

$1,001 - $15,000

Vanguard Growth ETF (VUG)

Exchange Traded Funds (ETF)

SelfIncome: Dividends($1 - $200)

Value

$1,001 - $15,000

Vanguard Total World Stock Index ETF (VT) - Holding 1

Exchange Traded Funds (ETF)

SelfIncome: Dividends($1 - $200)

Value

$1,001 - $15,000

Vanguard Total World Stock Index ETF (VT) - Holding 2

Exchange Traded Funds (ETF)

SelfIncome: Dividends($1 - $200)

Value

$1 - $1,000

Vanguard Total World Stock Index ETF (VT) - Holding 3

Exchange Traded Funds (ETF)

SelfIncome: Dividends($1 - $200)

Value

$1,001 - $15,000

Vanguard Total World Stock Index ETF (VT) - Holding 4

Exchange Traded Funds (ETF)

SelfIncome: Dividends($1 - $200)

Value

$1 - $1,000

Victory Sycamore Small Company Opportunity - Class I (VSOIX)

Mutual Funds

SpouseIncome: Dividends($1 - $200)

Value

$1,001 - $15,000

Visa Inc. (V)

Stocks (including ADRs)

Joint

Value

$1,001 - $15,000

Visa Inc. (V)

Stocks (including ADRs)

SelfIncome: Dividends($1 - $200)

Value

$1,001 - $15,000

Walmart Inc. (WMT)

Stocks (including ADRs)

Self

Value

$1 - $1,000

WESCO International, Inc. (WCC)

Stocks (including ADRs)

Joint

Value

$1,001 - $15,000

Western Digital Corporation (WDC)

Stocks (including ADRs)

JointIncome: Dividends($1 - $200)

Value

$1,001 - $15,000

Amount

$100,001 - $250,000

Truist Bank

Mortgage on investment property

Spouse

Amount

$15,001 - $50,000

Wells Fargo

Mortgage on personal home

Joint

Amount

$250,001 - $500,000