Reported holdings.

Values are the ranges reported for 2025. Later disclosures appear in the activity view. Accounts and repeated positions are preserved separately.

Stocks and funds

CI

Cigna Corporation (CI)CI · Spouse

$1,001 - $15,000Reported year-end value

Source · p. 2 ↗

TD

Toronto Dominion Bank (TD)TD · Spouse

$50,001 - $100,000Reported year-end value

Source · p. 4 ↗

TD

Toronto Dominion Bank (TD)TD · Owner not specified

$1,001 - $15,000Reported year-end value

Source · p. 4 ↗

A

Allsp VT SmCpGrw Cl2Spouse

$1,001 - $15,000Reported year-end value

Source · p. 1 ↗

A

Allspring Spectrum Growth CL CSpouse

$15,001 - $50,000Reported year-end value

Source · p. 1 ↗

A

Allspring Spectrum Moderate Growth CL CSpouse

$15,001 - $50,000Reported year-end value

Source · p. 1 ↗

A

Am Cent VP Intl CL IIOwner not specified

NoneReported year-end value

Source · p. 1 ↗

A

Calamos Market Neutral Income CL IOwner not specified

$1,001 - $15,000Reported year-end value

Source · p. 2 ↗

A

Calvert Bond Instl CLJoint

$15,001 - $50,000Reported year-end value

Source · p. 2 ↗

A

Col VP Disc Core Cl3Spouse

$15,001 - $50,000Reported year-end value

Source · p. 2 ↗

A

Col VP Divnd Opp Cl3Spouse

$15,001 - $50,000Reported year-end value

Source · p. 2 ↗

A

Col VP GlblStInc Cl3Spouse

NoneReported year-end value

Source · p. 2 ↗

A

Col VP Hgh Yld Bd CL3Owner not specified

$1,001 - $15,000Reported year-end value

Source · p. 2 ↗

A

Col VP Intmd Bnd Cl3Spouse

$1,001 - $15,000Reported year-end value

Source · p. 2 ↗

A

Col VP MidCap Gr Cl3Spouse

$1,001 - $15,000Reported year-end value

Source · p. 2 ↗

A

Col VP Ovrseas Core 3Spouse

$1,001 - $15,000Reported year-end value

Source · p. 2 ↗

A

Columbia Convertible Securities Instl CLJoint

NoneReported year-end value

Source · p. 2 ↗

A

Columbia Convertible Securities Instl CLOwner not specified

$15,001 - $50,000Reported year-end value

Source · p. 2 ↗

A

Columbia Global Value Instl CLJoint

NoneReported year-end value

Source · p. 2 ↗

A

Columbia Seligman Technology & Information Instl CLSpouse

$15,001 - $50,000Reported year-end value

Source · p. 2 ↗

A

Columbia Strategic Income Instl CLSpouse

NoneReported year-end value

Source · p. 2 ↗

A

CTIVP LoomisSylsGr C1Owner not specified

$15,001 - $50,000Reported year-end value

Source · p. 2 ↗

A

Fid VIP MidCap CL2Owner not specified

$15,001 - $50,000Reported year-end value

Source · p. 3 ↗

A

Fidelity Advisor Growth Opptys CL IJoint

$15,001 - $50,000Reported year-end value

Source · p. 3 ↗

A

Fidelity Advisor Strategic Income CL IOwner not specified

$1,001 - $15,000Reported year-end value

Source · p. 3 ↗

A

Fidelity Advisor Total Bond CL ISpouse

$1,001 - $15,000Reported year-end value

Source · p. 3 ↗

A

Franklin Small Cap Growth Advisor CLOwner not specified

$15,001 - $50,000Reported year-end value

Source · p. 3 ↗

A

Goldman Sachs GQG Partners Intl Opptys Investor CLSpouse

$15,001 - $50,000Reported year-end value

Source · p. 3 ↗

A

Goldman Sachs GQG Partners Intl Opptys Investor CLJoint

$15,001 - $50,000Reported year-end value

Source · p. 3 ↗

A

IShares Core S&P 500 ETFJoint

$50,001 - $100,000Reported year-end value

Source · p. 3 ↗

A

IShares Core S&P Small Cap ETFSpouse

$15,001 - $50,000Reported year-end value

Source · p. 3 ↗

A

IShares Core S&P Small Cap ETFJoint

$15,001 - $50,000Reported year-end value

Source · p. 3 ↗

A

MFS Diversified Income CL ASpouse

$1,001 - $15,000Reported year-end value

Source · p. 4 ↗

A

MFS Emerging Markets Debt CL 1Spouse

$1,001 - $15,000Reported year-end value

Source · p. 4 ↗

A

MFS Intl Intrinsic Value CL IOwner not specified

$1,001 - $15,000Reported year-end value

Source · p. 4 ↗

A

Neuberger Berman Large Cap Value InstlOwner not specified

$50,001 - $100,000Reported year-end value

Source · p. 4 ↗

A

Value Line Asset Alloc Instl CLOwner not specified

$1,001 - $15,000Reported year-end value

Source · p. 4 ↗

A

Wanger USAOwner not specified

$1,001 - $15,000Reported year-end value

Source · p. 4 ↗