Congress.wiki Alpha

Color Theme:

About How Congress Works Support Us Roadmap Privacy Policy

Terms of Service

This is not an official government website.

Copyright © 2026 PLEJ LC. All rights reserved.

Open search page

John Beccia - Annual Financial Disclosure · Congress.wiki

HouseAnnual Report

John Beccia

MA-06

Filed February 19, 2026

View Original Document

Transactions

0

Assets

161

Liabilities

0

Details

Report Title: Candidate Report
Signed By: John Beccia
Signed Date: February 18, 2026

Assets

161 assets

AbbVie Inc. Common Stock (ABBV)

Stocks (including ADRs)

SelfIncome: Dividends($1 - $200)

Value

$1 - $1,000

Advanced Micro Devices, Inc. (AMD)

Stocks (including ADRs)

Self

Value

$1,001 - $15,000

Alphabet Inc. - Class A Common Stock (GOOGL)

Stocks (including ADRs)

SelfIncome: Dividends($1 - $200)

Value

$1,001 - $15,000

Alphabet Inc. - Class C Capital Stock (GOOG)

Stocks (including ADRs)

SelfIncome: Dividends($1 - $200)

Value

$1,001 - $15,000

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

Stocks (including ADRs)

Self

Value

$1,001 - $15,000

ANDOVER MA BE/R/ 4.000 100140 DTD

Government Securities and Agency Debt

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

Value

$100,001 - $250,000

APOLLO DEBT SOLUTIONS BDC CLASS S A/O 12/31/2025

Stock (Not Publicly Traded)

SelfIncome: Dividends($50,001 - $100,000)

Value

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

Apple Inc. - Common Stock (AAPL)

Stocks (including ADRs)

SelfIncome: Dividends($1 - $200)

Value

$15,001 - $50,000

Arista Networks, Inc. Common Stock (ANET)

Stocks (including ADRs)

Self

Value

$1,001 - $15,000

ARLINGTON TX INDPT SCH D BE/R/ 5.000 021527 DTD 120125

Government Securities and Agency Debt

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

Value

$100,001 - $250,000

Bahl & Gaynor Small/Mid Cap Income Growth ETF (SMIG)

Exchange Traded Funds (ETF)Excepted Investment Fund

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

Value

$15,001 - $50,000

BANK OF AMER CORP B/E 05.875% 091566 DTD031518 FC091518 FIX-TO-FLOAT

Bank Accounts, Money Market Accounts and CDs

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

Value

$500,001 - $1,000,000

Bank of America

Bank Accounts, Money Market Accounts and CDs

Self

Value

$250,001 - $500,000

Berkshire Hathaway Inc. New Common Stock (BRK.B)

Stocks (including ADRs)

Self

Value

$1,001 - $15,000

BLUE OWL REAL ESTATE NET LEASE TRUST CLASS S A/O 12/31/2025

Stock (Not Publicly Traded)

Self

Value

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

BNY MELLON

Bank Accounts, Money Market Accounts and CDs

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

Value

$100,001 - $250,000

BOSTON MA WTR & SWR SR A RV BE/R/ 5.000 110126 DTD 032624

Government Securities and Agency Debt

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

Value

$250,001 - $500,000

BOSTON MA WTR & SWR SR A RV BE/R/ 5.000 110131 DTD 032624

Government Securities and Agency Debt

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

Value

$50,001 - $100,000

BOSTON MA WTR & SWR SR A RV BE/R/ 5.000 110132 DTD 032624

Government Securities and Agency Debt

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

Value

$100,001 - $250,000

Broadcom Inc. - Common Stock (AVGO)

Stocks (including ADRs)

SelfIncome: Dividends($1 - $200)

Value

$1,001 - $15,000

BROCKTON MA BE/R/ 5.000 080132 DTD 080422

Government Securities and Agency Debt

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

Value

$100,001 - $250,000

BROOKFIELD INFRASTRUCTUR INCOME FUND INC CLASS S

Hedge Funds & Private Equity Funds (EIF)Excepted Investment Fund

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

Value

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

BROOKLINE MA BE/R/ 5.000 051537 DTD 061725

Government Securities and Agency Debt

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

Value

$50,001 - $100,000

BURLESON TX INDPT SCH PERMA BE/R/ 5.000 080130 DTD 120125

Government Securities and Agency Debt

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

Value

$100,001 - $250,000

BURLESON TX INDPT SCH PERMA BE/R/ 5.000 080132 DTD 120125

Government Securities and Agency Debt

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

Value

$100,001 - $250,000

CAMBRIDGE MA BE/R/ 5.000 021529 DTD 031622

Government Securities and Agency Debt

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

Value

$250,001 - $500,000

Chevron Corporation Common Stock (CVX)

Stocks (including ADRs)

SelfIncome: Dividends($1 - $200)

Value

$1,001 - $15,000

Circle Internet Group, Inc. Class A Common Stock (CRCL)

Stocks (including ADRs)

Self

Value

$5,000,001 - $25,000,000

CITIBANK HSA

Bank Accounts, Money Market Accounts and CDs

Self

Value

$1,001 - $15,000

CITIGROUP INC B/E 06.950% 051574 DTD021225 FC051525 FIX TO FLT

Bank Accounts, Money Market Accounts and CDs

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

Value

$500,001 - $1,000,000

Cohen & Steers Realty Shares, Inc. (CSRSX)

Mutual FundsExcepted Investment Fund

SelfIncome: Dividends($1 - $200)

Value

$1,001 - $15,000

Costco Wholesale Corporation - Common Stock (COST)

Stocks (including ADRs)

SelfIncome: Dividends($1 - $200)

Value

$1,001 - $15,000

DANVILLE IN MULTI-SCH B INDIA SR B RV BE/R/ 5.000 071539 DTD 121725

Government Securities and Agency Debt

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

Value

$100,001 - $250,000

Dimensional Emerging Core Equity Market ETF (DFAE)

Exchange Traded Funds (ETF)Excepted Investment Fund

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

Value

$100,001 - $250,000

Eli Lilly and Company Common Stock (LLY)

Stocks (including ADRs)

SelfIncome: Dividends($1 - $200)

Value

$1,001 - $15,000

EL PASO CNTY CO SCH ST N RV BE/R/ 5.000 121528 DTD 121525

Government Securities and Agency Debt

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

Value

$100,001 - $250,000

ESCONDIDO CA USD GO BE/R/ 5.000 080126 DTD 020118

Government Securities and Agency Debt

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

Value

$100,001 - $250,000

Exxon Mobil Corporation Common Stock (XOM)

Stocks (including ADRs)

SelfIncome: Dividends($1 - $200)

Value

$1,001 - $15,000

FAIRFAX CNTY VA FOR PREV BE/R/ 5.000 100131 DTD 012418

Government Securities and Agency Debt

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

Value

$100,001 - $250,000

Fidelity

Bank Accounts, Money Market Accounts and CDs

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

Value

$500,001 - $1,000,000

Fidelity Advisor Emerging Markets Fd Cl Z (FZAEX)

Mutual FundsExcepted Investment Fund

SelfIncome: Tax-Deferred

Value

$50,001 - $100,000

Fidelity Advisor Stock Selector Mid Cap Fund Class Z (FSLZX)

Mutual FundsExcepted Investment Fund

SelfIncome: Tax-Deferred

Value

$15,001 - $50,000

Fidelity Advisor Strategic Income Fund: Class Z (FIWDX)

Mutual FundsExcepted Investment Fund

SelfIncome: Tax-Deferred

Value

$100,001 - $250,000

Fidelity Cash Reserves (FDRXX)

Mutual FundsExcepted Investment Fund

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

Value

$1,001 - $15,000

FIDELITY GOVERNMENT MONEY MARKET (SPAXX)

Bank Accounts, Money Market Accounts and CDs

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

Value

$500,001 - $1,000,000

FIDELITY GOVERNMENT MONEY MARKET (SPAXX) - IRA

Bank Accounts, Money Market Accounts and CDs

SelfIncome: Tax-Deferred

Value

$50,001 - $100,000

Fidelity International Index Fund (FSPSX)

Mutual FundsExcepted Investment Fund

SelfIncome: Tax-Deferred

Value

$100,001 - $250,000

Fidelity Large Cap Growth Index Fund (FSPGX)

Mutual FundsExcepted Investment Fund

SelfIncome: Tax-Deferred

Value

$100,001 - $250,000

Fidelity Large Cap Value Index Fund (FLCOX)

Mutual FundsExcepted Investment Fund

SelfIncome: Tax-Deferred

Value

$100,001 - $250,000

Fidelity Mid Cap Growth Index Fund (FMDGX)

Mutual FundsExcepted Investment Fund

SelfIncome: Tax-Deferred

Value

$15,001 - $50,000

Fidelity NASDAQ Composite Index (FNCMX)

Mutual FundsExcepted Investment Fund

SelfIncome: Tax-Deferred

Value

$50,001 - $100,000

Fidelity Retiree Health Reimbursement Plan

Bank Accounts, Money Market Accounts and CDs

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

Value

$15,001 - $50,000

Fidelity SAI Canada Equity Index Fund (FSCJX)

Mutual FundsExcepted Investment Fund

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

Value

$1,001 - $15,000

Fidelity SAI Inflation-Focused Fund (FIFGX)

Mutual FundsExcepted Investment Fund

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

Value

$1,001 - $15,000

Fidelity SAI Inflation-Protected Bond Index Fund (FSPWX)

Mutual FundsExcepted Investment Fund

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

Value

$15,001 - $50,000

Fidelity SAI Long-Term Treasury Bond Index Fund (FBLTX)

Mutual FundsExcepted Investment Fund

SelfIncome: Dividends($1 - $200)

Value

$1,001 - $15,000

Fidelity Short-Term Treasury Bond Index Fund (FUMBX)

Mutual FundsExcepted Investment Fund

SelfIncome: Tax-Deferred

Value

$50,001 - $100,000

Fidelity Stock Selector Small Cap Fund Class Z (FSSZX)

Mutual FundsExcepted Investment Fund

SelfIncome: Tax-Deferred

Value

$50,001 - $100,000

Fidelity Strategic Advisors Emerging Markets Fund (FSAMX)

Mutual FundsExcepted Investment Fund

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

Value

$50,001 - $100,000

GE Aerospace Common Stock (GE)

Stocks (including ADRs)

SelfIncome: Dividends($1 - $200)

Value

$1,001 - $15,000

GOLDMAN SACHS GROUP INC 06.125% 051074 DTD092624 FC051025 FIX TO VARIABLE

Corporate Securities (Bonds and Notes)

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

Value

$500,001 - $1,000,000

Goldman Sachs Group, Inc. (GS)

Stocks (including ADRs)

SelfIncome: Dividends($1 - $200)

Value

$1,001 - $15,000

GREENFIELD IN MIDDLE SC INDIA RV BE/R/ 5.000 011534 DTD 121125

Government Securities and Agency Debt

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

Value

$100,001 - $250,000

GREENFIELD IN MIDDLE SC INDIA RV BE/R/ 5.000 071533 DTD 121125

Government Securities and Agency Debt

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

Value

$15,001 - $50,000

HAYS TX CONS INDPT SCH D PERMA BE/R/ 5.000 021540 DTD 080125

Government Securities and Agency Debt

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

Value

$100,001 - $250,000

HENNEPIN CNTY MN FOR I S BE/R/ 5.000 121536 DTD 100120

Government Securities and Agency Debt

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

Value

$100,001 - $250,000

Home Depot, Inc. (HD)

Stocks (including ADRs)

SelfIncome: Dividends($1 - $200)

Value

$1,001 - $15,000

ILLINOIS FIN AUTH UNIV SR A RV BE/R/ 5.000 010137 DTD 041625

Government Securities and Agency Debt

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

Value

$15,001 - $50,000

INDIANAPOLIS IN LOC PUB SR E RV BE/R/ 5.000 071537 DTD 121125

Government Securities and Agency Debt

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

Value

$100,001 - $250,000

Intuit Inc. - Common Stock (INTU)

Stocks (including ADRs)

SelfIncome: Dividends($1 - $200)

Value

$1,001 - $15,000

iShares Core MSCI EAFE ETF (IEFA)

Exchange Traded Funds (ETF)Excepted Investment Fund

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

Value

$100,001 - $250,000

iShares Core S&P 500 ETF (IVV) - HSA

Exchange Traded Funds (ETF)Excepted Investment Fund

Self

Value

$1,001 - $15,000

iShares Core S&P Small-Cap ETF (IJR)

Exchange Traded Funds (ETF)Excepted Investment Fund

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

Value

$50,001 - $100,000

iShares Preferred and Income Securities ETF (PFF)

Exchange Traded Funds (ETF)Excepted Investment Fund

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

Value

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

iShares Russell 1000 ETF (IWB)

Exchange Traded Funds (ETF)Excepted Investment Fund

SelfIncome: Dividends($1 - $200)

Value

$15,001 - $50,000

JARRELL TX INDPT SCH ST BE/R/ 5.000 021533 DTD 121525

Government Securities and Agency Debt

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

Value

$100,001 - $250,000

JARRELL TX INDPT SCH ST PERMA BE/R/ 5.000 021536 DTD 121525

Government Securities and Agency Debt

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

Value

$100,001 - $250,000

JARRELL TX INDPT SCH ST PERMA BE/R/ 5.000 021537 DTD 121525

Government Securities and Agency Debt

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

Value

$100,001 - $250,000

Johnson & Johnson Common Stock (JNJ)

Stocks (including ADRs)

SelfIncome: Dividends($1 - $200)

Value

$1,001 - $15,000

JPMORGAN CHASE & CO. B/E 06.500% 040174 DTD020425

Bank Accounts, Money Market Accounts and CDs

SelfIncome: Interest($50,001 - $100,000)

Value

$500,001 - $1,000,000

JP Morgan Chase & Co. Common Stock (JPM)

Stocks (including ADRs)

SelfIncome: Dividends($1 - $200)

Value

$1,001 - $15,000

KENTUCKY ST TPK AU ECON SR A RV BE/R/ 5.000 070135 DTD 040225

Government Securities and Agency Debt

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

Value

$50,001 - $100,000

KING CO WA S/D #400 BE/R/ 5.000 120129 DTD 041624

Government Securities and Agency Debt

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

Value

$100,001 - $250,000

LA JOYA TX IN SCH ASSUR BE/R/ 4.000 021530 DTD 091519

Government Securities and Agency Debt

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

Value

$250,001 - $500,000

LEADER BANK

Bank Accounts, Money Market Accounts and CDs

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

Value

$100,001 - $250,000

LINCOLN NATL CORP DEPOSI SER D 9.000% PREFERRED CLBL PAR VALUE - 25.00

Bank Accounts, Money Market Accounts and CDs

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

Value

$250,001 - $500,000

MA PORTFOLIO 2027 (FIDELITY FUNDS) - DC1

529 PortfolioExcepted Investment Fund

SelfIncome: Tax-Deferred

Value

$50,001 - $100,000

MASSACHUSETTS BAY TRANS RV BE/R/ 5.000 070126 DTD 032405

Government Securities and Agency Debt

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

Value

$100,001 - $250,000

MASSACHUSETTS BAY TRANS SR A RV BE/R/ 5.000 070140 DTD 070224

Government Securities and Agency Debt

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

Value

$50,001 - $100,000

MASSACHUSETTS H&E AUTH IRMK RV BE/R/ 5.000 110128 DTD 063005

Government Securities and Agency Debt

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

Value

$50,001 - $100,000

MASSACHUSETTS ST DEV FIN RV BE/R/ 5.000 070138 DTD 120225

Government Securities and Agency Debt

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

Value

$100,001 - $250,000

MASSACHUSETTS ST DEV FIN SR B RV BE/R/ 5.000 021534 DTD 042424

Government Securities and Agency Debt

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

Value

$250,001 - $500,000

MASSACHUSETTS ST DEV FIN SR N RV BE/R/ 5.000 070139 DTD 120225

Government Securities and Agency Debt

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

Value

$250,001 - $500,000

MASSACHUSETTS ST FOR ISS SR A BE/R/ 5.000 010128 DTD 012324

Government Securities and Agency Debt

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

Value

$50,001 - $100,000

MASSACHUSETTS ST FOR ISS SR A BE/R/ 5.000 070127 DTD 071615

Government Securities and Agency Debt

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

Value

$100,001 - $250,000

MASSACHUSETTS ST GO CONS SR A BE/R/ 5.000 010137 DTD 012324

Government Securities and Agency Debt

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

Value

$100,001 - $250,000

MASSACHUSETTS ST SCH BLG SR B BE/R/ 5.000 111528 DTD 102616

Government Securities and Agency Debt

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

Value

$50,001 - $100,000

MASSACHUSETTS ST SR A RV BE/R/ 5.000 021539 DTD 091825

Government Securities and Agency Debt

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

Value

$50,001 - $100,000

MASSACHUSETTS ST TRANSN SR A RV BE/R/ 5.000 060138 DTD 102225

Government Securities and Agency Debt

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

Value

$250,001 - $500,000

Mastercard Incorporated Common Stock (MA)

Stocks (including ADRs)

SelfIncome: Dividends($1 - $200)

Value

$1,001 - $15,000

McDonald's Corporation Common Stock (MCD)

Stocks (including ADRs)

SelfIncome: Dividends($1 - $200)

Value

$1,001 - $15,000

McKesson Corporation Common Stock (MCK)

Stocks (including ADRs)

SelfIncome: Dividends($1 - $200)

Value

$1,001 - $15,000

Merck & Company, Inc. Common Stock (MRK)

Stocks (including ADRs)

SelfIncome: Dividends($1 - $200)

Value

$1,001 - $15,000

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

Stocks (including ADRs)

SelfIncome: Dividends($1 - $200)

Value

$1,001 - $15,000

Micron Technology, Inc. - Common Stock (MU)

Stocks (including ADRs)

SelfIncome: Dividends($1 - $200)

Value

$1,001 - $15,000

Microsoft Corporation - Common Stock (MSFT)

Stocks (including ADRs)

SelfIncome: Dividends($1 - $200)

Value

$1,001 - $15,000

Netflix, Inc. - Common Stock (NFLX)

Stocks (including ADRs)

Self

Value

$1,001 - $15,000

NEW BEDFORD MA FOR ISS U BE/R/ 4.000 040138 DTD 041024

Government Securities and Agency Debt

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

Value

$100,001 - $250,000

NEW YORK NY I-4 BE/R/ 5.000 040133 DTD 041106

Government Securities and Agency Debt

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

Value

$100,001 - $250,000

NEW YORK NY SR D BE/R/ 5.000 040135 DTD 041124

Government Securities and Agency Debt

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

Value

$100,001 - $250,000

NH PORTFOLIO 2024 (FIDELITY FUNDS) - DC2

529 PortfolioExcepted Investment Fund

SelfIncome: Tax-Deferred

Value

$50,001 - $100,000

NORFOLK MA BE/R/ 4.000 040135 DTD 041024

Government Securities and Agency Debt

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

Value

$100,001 - $250,000

NORFOLK MA BE/R/ 4.000 040136 DTD 041024

Government Securities and Agency Debt

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

Value

$100,001 - $250,000

NUVEEN ENHANCED HIGH YIELD MNCPL BD FUND CLASS A

Government Securities and Agency Debt

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

Value

$500,001 - $1,000,000

NVIDIA Corporation - Common Stock (NVDA)

Stocks (including ADRs)

SelfIncome: Dividends($1 - $200)

Value

$15,001 - $50,000

OKLAHOMA CITY OK BE/R/ 5.000 030133 DTD 030124

Government Securities and Agency Debt

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

Value

$15,001 - $50,000

Oracle Corporation Common Stock (ORCL)

Stocks (including ADRs)

SelfIncome: Dividends($1 - $200)

Value

$1,001 - $15,000

O'Reilly Automotive, Inc. - Common Stock (ORLY)

Stocks (including ADRs)

Self

Value

$1,001 - $15,000

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

Stocks (including ADRs)

Self

Value

$1,001 - $15,000

Parker-Hannifin Corporation Common Stock (PH)

Stocks (including ADRs)

SelfIncome: Dividends($1 - $200)

Value

$1,001 - $15,000

Pepsico, Inc. (PEP)

Stocks (including ADRs)

SelfIncome: Dividends($1 - $200)

Value

$1,001 - $15,000

PNC FINL SERV GRP INC WT 6.000% 042671 DTD042622 FC081522 EXP B/E

Bank Accounts, Money Market Accounts and CDs

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

Value

$500,001 - $1,000,000

Procter & Gamble Company (PG)

Stocks (including ADRs)

SelfIncome: Dividends($1 - $200)

Value

$1,001 - $15,000

PURDUE UNIV TRUSTEES IN RV BE/R/ 5.000 070128 DTD 040224

Government Securities and Agency Debt

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

Value

$100,001 - $250,000

PURDUE UNIV TRUSTEES IN RV BE/R/ 5.000 070130 DTD 040224

Government Securities and Agency Debt

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

Value

$100,001 - $250,000

READING MA BE/R/ 4.000 101540 DTD 121825

Government Securities and Agency Debt

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

Value

$100,001 - $250,000

READING MA BE/R/ 5.000 101527 DTD 121825

Government Securities and Agency Debt

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

Value

$100,001 - $250,000

ROCK ISLAND CO IL SD#40 BE/R/ 5.000 120132 DTD 121825

Government Securities and Agency Debt

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

Value

$250,001 - $500,000

Salesforce, Inc. Common Stock (CRM)

Stocks (including ADRs)

SelfIncome: Dividends($1 - $200)

Value

$1,001 - $15,000

Security Scorecard

Stock (Not Publicly Traded)

Self

Value

$15,001 - $50,000

SNOHOMISH CO WA SCH BE/R/ 5.000 120133 DTD 040924

Government Securities and Agency Debt

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

Value

$100,001 - $250,000

Solidus Labs

Stock (Not Publicly Traded)

Self

Value

$15,001 - $50,000

Strategic Advisers Alternatives Fund (FSLTX)

Mutual FundsExcepted Investment Fund

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

Value

$1,001 - $15,000

Strategic Advisers Core Income Fund (FPCIX)

Mutual FundsExcepted Investment Fund

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

Value

$100,001 - $250,000

Strategic Advisers Income Opportunities Fund (FPIOX)

Mutual FundsExcepted Investment Fund

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

Value

$1,001 - $15,000

Strategic Advisers International Fund (FILFX)

Mutual FundsExcepted Investment Fund

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

Value

$100,001 - $250,000

Strategic Advisers Short Duration Fund (FAUDX)

Mutual FundsExcepted Investment Fund

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

Value

$1,001 - $15,000

Strategic Advisers U.S. Total Stock Fund (FSAKX)

Mutual FundsExcepted Investment Fund

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

Value

$250,001 - $500,000

Surus

Stock (Not Publicly Traded)

Self

Value

$1,001 - $15,000

TELL CITY TROY TWP IN RV BE/R/ 5.000 011533 DTD 122325

Government Securities and Agency Debt

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

Value

$100,001 - $250,000

TELL CITY TROY TWP IN RV BE/R/ 5.000 071534 DTD 122325

Government Securities and Agency Debt

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

Value

$100,001 - $250,000

TEMPLE TX INDPT SCH PERMA BE/R/ 5.000 020139 DTD 041824

Government Securities and Agency Debt

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

Value

$100,001 - $250,000

Tesla, Inc. - Common Stock (TSLA)

Stocks (including ADRs)

Self

Value

$1,001 - $15,000

TJX Companies, Inc. (TJX)

Stocks (including ADRs)

SelfIncome: Dividends($1 - $200)

Value

$1,001 - $15,000

UBS FDIC INSURED DEPOSIT PROGRAM

Bank Accounts, Money Market Accounts and CDs

SelfIncome: Interest($1 - $200)

Value

$100,001 - $250,000

UBS GOVERNMENT MONEY MARKET INVESTMENTS FUND

Bank Accounts, Money Market Accounts and CDs

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

Value

$15,001 - $50,000

UBS PRIME PREFERRED FUND

Bank Accounts, Money Market Accounts and CDs

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

Value

$500,001 - $1,000,000

UnitedHealth Group Incorporated Common Stock (UNH)

Stocks (including ADRs)

SelfIncome: Dividends($1 - $200)

Value

$1,001 - $15,000

US BANK

Bank Accounts, Money Market Accounts and CDs

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

Value

$100,001 - $250,000

US Treasury Bill

Government Securities and Agency Debt

SelfIncome: Interest

Value

$5,000,001 - $25,000,000

Vanguard FTSE Developed Markets ETF (VEA)

Exchange Traded Funds (ETF)Excepted Investment Fund

Self

Value

$15,001 - $50,000

Vanguard Large-Cap ETF (VV)

Exchange Traded Funds (ETF)Excepted Investment Fund

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

Value

$50,001 - $100,000

Vanguard Mid-Cap ETF (VO)

Exchange Traded Funds (ETF)Excepted Investment Fund

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

Value

$50,001 - $100,000

Visa Inc. (V)

Stocks (including ADRs)

SelfIncome: Dividends($1 - $200)

Value

$1,001 - $15,000

Walmart Inc. - Common Stock (WMT)

Stocks (including ADRs)

SelfIncome: Dividends($1 - $200)

Value

$1,001 - $15,000

WASHINGTON ST MOTOR VEHI SR C BE/R/ 5.000 080136 DTD 040124

Government Securities and Agency Debt

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

Value

$250,001 - $500,000

Wells Fargo & Company Common Stock (WFC)

Stocks (including ADRs)

SelfIncome: Dividends($1 - $200)

Value

$1,001 - $15,000

WELLS FARGO & CO NEW B/E 06.850% 091573 DTD072324 FC091524 FIX-TO-FLT

Bank Accounts, Money Market Accounts and CDs

SelfIncome: Interest($50,001 - $100,000)

Value

$500,001 - $1,000,000

WOODSTOCK GA BE/R/ 5.000 020135 DTD 041024

Government Securities and Agency Debt

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

Value

$100,001 - $250,000

WOODSTOCK GA BE/R/ 5.000 020137 DTD 041024

Government Securities and Agency Debt

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

Value

$50,001 - $100,000

WORCESTER MA MUN PURP BE/R/ 5.000 020127 DTD 020122

Government Securities and Agency Debt

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

Value

$100,001 - $250,000