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HouseAnnual Report

Dan Brown

View Profile

SC-01

Filed February 12, 2026

View Original Document

Transactions

0

Assets

17

Liabilities

0

Details

Report Title: Financial Disclosure Report
Submission Method: Electronic
Signed By: Dan Brown
Signed Date: February 11, 2026

Assets

17 assets

BlackRock LifePath ESG Index 2060 Fund Class K (LEZKX)

Mutual FundsExcepted Investment Fund

SpouseIncome: None

Value

$1,001 - $15,000

HouseAnnual Report

Dan Brown

View Profile

SC-01

Filed February 12, 2026

View Original Document

Transactions

0

Assets

17

Liabilities

0

Details

Report Title: Financial Disclosure Report
Submission Method: Electronic
Signed By: Dan Brown
Signed Date: February 11, 2026

Assets

17 assets

BlackRock LifePath ESG Index 2060 Fund Class K (LEZKX)

Mutual FundsExcepted Investment Fund

SpouseIncome: None

Value

$1,001 - $15,000

Fidelity International Capital Appreciation K6 Fund (FAPCX)

Mutual FundsExcepted Investment Fund

SelfIncome: None

Value

$1,001 - $15,000

Fidelity Mid Cap Growth Index Fund (FMDGX)

Mutual FundsExcepted Investment Fund

SelfIncome: None

Value

$1,001 - $15,000

JPMorgan Mid Cap Value Fund - R6 (JMVYX)

Mutual FundsExcepted Investment Fund

SelfIncome: None

Value

$1,001 - $15,000

Personal Bank Account

Bank Accounts, Money Market Accounts and CDs

JointIncome: Interest($1 - $200)

Value

$15,001 - $50,000

Savings Account

Bank Accounts, Money Market Accounts and CDs

JointIncome: Interest($1 - $200)

Value

$15,001 - $50,000

State Street Target Retirement 2060 Fund Class K (SSDYX)

Mutual FundsExcepted Investment Fund

SelfIncome: None

Value

$15,001 - $50,000

T. Rowe Price Institutional Small-Cap Stock Fund (TRSSX)

Mutual FundsExcepted Investment Fund

SelfIncome: None

Value

$1,001 - $15,000

T. Rowe Price Retirement 2060 Fund (TRRLX)

Mutual FundsExcepted Investment Fund

SpouseIncome: None

Value

$15,001 - $50,000

Vanguard 500 Index Fund Admiral Shares (VFIAX)

Mutual FundsExcepted Investment Fund

JointIncome: Dividends($1 - $200)

Value

$1,001 - $15,000

Vanguard Equity Income Fund Admiral Shares (VEIRX)

Mutual FundsExcepted Investment Fund

SelfIncome: None

Value

$1,001 - $15,000

Vanguard International Growth Fund (VWIGX)

Mutual FundsExcepted Investment Fund

JointIncome: Interest($1 - $200)

Value

$1,001 - $15,000

Vanguard Mid-Cap Growth Index Fund Admiral (VMGMX)

Mutual FundsExcepted Investment Fund

JointIncome: Dividends($1 - $200)

Value

$1,001 - $15,000

Vanguard PRIMECAP Fund Admiral Shares (VPMAX)

Mutual FundsExcepted Investment Fund

SelfIncome: None

Value

$1,001 - $15,000

Vanguard Small-Cap Growth Index Fund Admiral (VSGAX)

Mutual FundsExcepted Investment Fund

JointIncome: Dividends($1 - $200)

Value

$1,001 - $15,000

Vanguard U.S. Growth Fund (VWUSX)

Mutual FundsExcepted Investment Fund

JointIncome: Dividends($1 - $200)

Value

$1,001 - $15,000

Vanguard Wellington Fund Admiral Shares (VWENX)

Mutual FundsExcepted Investment Fund

SelfIncome: None

Value

$1,001 - $15,000