Apple Inc. - Common Stock (AAPL)AAPL · Owner not specified
$1,001 - $15,000Reported year-end value
Source · p. 1 ↗Loading page…
OFFICIAL ANNUAL DISCLOSURE
Original filing ↗Reported holdings.
Asset values as of Dec 31, 2025 · Amended filing Sep 25, 2026
17 stock & fund entries2 other asset entries3 transactions in the annual
Values are the ranges reported for 2025. Later disclosures appear in the activity view. Accounts and repeated positions are preserved separately.
Stocks and funds
Cisco Systems, Inc. (CSCO)CSCO · Owner not specified
$1,001 - $15,000Reported year-end value
Source · p. 1 ↗
GE HealthCare Technologies Inc. - Common Stock (GEHC)GEHC · Owner not specified
$1 - $1,000Reported year-end value
Source · p. 1 ↗
GE Vernova Inc. Common Stock (GEV)GEV · Owner not specified
$1,001 - $15,000Reported year-end value
Source · p. 1 ↗
General Electric Company (GE)GE · Owner not specified
$1,001 - $15,000Reported year-end value
Source · p. 1 ↗
NVIDIA Corporation - Common Stock (NVDA)NVDA · Owner not specified
$1,001 - $15,000Reported year-end value
Source · p. 1 ↗
Tapestry, Inc. (TPR)TPR · Owner not specified
$250,001 - $500,000Reported year-end value
Source · p. 1 ↗
Vanguard S&P 500 ETF (VOO)VOO · Owner not specified
$1,001 - $15,000Reported year-end value
Source · p. 1 ↗A
Allspring AssetOwner not specified · Merrill Lynch IRA
$1,001 - $15,000Reported year-end value
Source · p. 2 ↗A
Amer Funds AmcapOwner not specified · Merrill Lynch IRA
$15,001 - $50,000Reported year-end value
Source · p. 2 ↗A
Amer Funds WashingtonOwner not specified · Merrill Lynch IRA
$15,001 - $50,000Reported year-end value
Source · p. 2 ↗A
American Euro PacificOwner not specified · Merrill Lynch IRA
$15,001 - $50,000Reported year-end value
Source · p. 2 ↗A
American Growth FundOwner not specified · Merrill Lynch IRA
$50,001 - $100,000Reported year-end value
Source · p. 2 ↗A
American Investment Co.Owner not specified · Merrill Lynch IRA
$50,001 - $100,000Reported year-end value
Source · p. 2 ↗A
Columbia Large CapOwner not specified · Merrill Lynch IRA
$15,001 - $50,000Reported year-end value
Source · p. 2 ↗A
Eaton Vance Income FundOwner not specified · Merrill Lynch IRA
$15,001 - $50,000Reported year-end value
Source · p. 2 ↗A
Wells Fargo AdvantageOwner not specified · Merrill Lynch IRA
$1,001 - $15,000Reported year-end value
Source · p. 2 ↗Other disclosed assets · 2
$
Wells Fargo AcctOwner not specified
$1,001 - $15,000Reported year-end value
Source · p. 1 ↗A
Money Mkt Fund Rsrvs CL1Owner not specified · Merrill Lynch IRA
$1,001 - $15,000Reported year-end value
Source · p. 2 ↗