HouseAnnual Report
Transactions
9
Assets
13
Liabilities
2
Details
- Report Title
- 2025 Annual
- Submission Method
- Paper
Transactions
9 transactionsMFS International Growth Fund (class unspecified on sheet)
PurchaseMutual Funds
November 26, 2025Self
$15K - $50K
SPHQInvesco S&P 500 Quality ETF (SPHQ)
PurchaseStocks (including ADRs)
July 8, 2025Self
$1K - $15K
SPY
Assets
13 assetsBank of America Checking
Bank Accounts, Money Market Accounts and CDs
Joint
Value
Not disclosed
E*TRADE Checking
Bank Accounts, Money Market Accounts and CDs
Joint
Value
Not disclosed
FTSE All-World ex-US ETF
Stocks (including ADRs)
Liabilities
2 liabilitiesUBS
Mortgage
Joint
Amount
Not disclosed
UBS
Mortgage
Joint
Amount
Not disclosed