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

CA

Caterpillar, Inc. (CAT)CAT · Owner not specified · JP MORGAN SECURITIES LLC BROKERAGE ACCOUNT

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

Source · p. 1 ↗

F

Ford Motor Company (F)F · Owner not specified · JP MORGAN SECURITIES LLC BROKERAGE ACCOUNT

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

Source · p. 1 ↗

GE

GE Aerospace Common Stock (GE)GE · Owner not specified · JP MORGAN SECURITIES LLC BROKERAGE ACCOUNT

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

Source · p. 1 ↗

GE

GE HealthCare Technologies Inc. - Common Stock (GEHC)GEHC · Owner not specified · JP MORGAN SECURITIES LLC BROKERAGE ACCOUNT

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

Source · p. 1 ↗

GE

GE Vernova Inc. Common Stock (GEV)GEV · Owner not specified · JP MORGAN SECURITIES LLC BROKERAGE ACCOUNT

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

Source · p. 1 ↗

A

VANGUARD MID CAP GROWTH INDEX FUND ADMIRAL SHARESOwner not specified · JP MORGAN SECURITIES LLC BROKERAGE ACCOUNT

$100,001 - $250,000Reported year-end value

Source · p. 2 ↗

VS

Vanguard Strategic Equity Fund (VSEQX)VSEQX · Owner not specified · JP MORGAN SECURITIES LLC BROKERAGE ACCOUNT

$100,001 - $250,000Reported year-end value

Source · p. 2 ↗

VW

Vanguard U.S. Growth Fund (VWUSX)VWUSX · Owner not specified · JP MORGAN SECURITIES LLC BROKERAGE ACCOUNT

$250,001 - $500,000Reported year-end value

Source · p. 2 ↗

A

FIDELITY 500 INDEX FUNDOwner not specified · MCDERMOTT WILL & EMERY SAVINGS AND RETIREMENT PLAN

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

Source · p. 2 ↗

FE

Fidelity Advisor Emerging Markets Class I (FECMX)FECMX · Owner not specified · MCDERMOTT WILL & EMERY SAVINGS AND RETIREMENT PLAN

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

Source · p. 2 ↗

A

FIDELITY MID-CAP INDEX FUNDOwner not specified · MCDERMOTT WILL & EMERY SAVINGS AND RETIREMENT PLAN

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

Source · p. 2 ↗

A

FIDELITY SMALL-CAP INDEX FUNDOwner not specified · MCDERMOTT WILL & EMERY SAVINGS AND RETIREMENT PLAN

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

Source · p. 2 ↗

A

MFS INTERNATIONAL DIVERSIFICATION FUND CLASS R3Owner not specified · MCDERMOTT WILL & EMERY SAVINGS AND RETIREMENT PLAN

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

Source · p. 2 ↗

A

MFS NEW DISCOVERY VALUE FUND A SHARESOwner not specified · MCDERMOTT WILL & EMERY SAVINGS AND RETIREMENT PLAN

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

Source · p. 2 ↗

A

NATIONWIDE GENEVA SMALL CAP GROWTH FUND CLASS R6Owner not specified · MCDERMOTT WILL & EMERY SAVINGS AND RETIREMENT PLAN

NoneReported year-end value

Source · p. 3 ↗

A

T ROWE PRICE LARGE CAP GROWTH TRUST COwner not specified · MCDERMOTT WILL & EMERY SAVINGS AND RETIREMENT PLAN

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

Source · p. 3 ↗

A

VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND INSTITUTIONAL SHARESOwner not specified · MCDERMOTT WILL & EMERY SAVINGS AND RETIREMENT PLAN

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

Source · p. 3 ↗

RW

Washington Mutual Investors Fund Cl R-6 Shs (RWMGX)RWMGX · Owner not specified · MCDERMOTT WILL & EMERY SAVINGS AND RETIREMENT PLAN

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

Source · p. 3 ↗

VT

Vanguard Target Retirement 2045 Fund (VTIVX)VTIVX · Owner not specified · REGAL REXNORD RETIREMENT PLAN

$250,001 - $500,000Reported year-end value

Source · p. 3 ↗

VT

Vanguard Target Retirement 2060 Fund (VTTSX)VTTSX · Owner not specified · REGAL REXNORD RETIREMENT PLAN

$100,001 - $250,000Reported year-end value

Source · p. 3 ↗