bernard Marc Harvey

SCHOOL DIRECTOR · LYLE SD 406

Filed Mar 18, 2025 · Period Jan 1, 2024 – Dec 31, 2024

Reported accounts & holdings

Amounts are reported ranges. Records may include a spouse or dependent and do not establish current ownership. Other financial schedules remain in the original filing.

Account / asset	Category	Reported owner	Value range	Income range
SAVINGSCAPITAL ONE	bank account	spouse	$60,000 – $99,999	$0 – $29,999
STOCKAMERIPRISE	investment	filer, spouse	$200,000 – $499,999	Not reported
BONDSTIAA	investment	spouse	$200,000 – $499,999	Not reported
ALPHABET · GOOGretirement	stocks	filer	$0 – $29,999	Not reported
NUVEEN PREFERED · JPSretirement	stocks	filer	$0 – $29,999	$0 – $29,999
AMAZON · AMZNretirement	stocks	filer	$30,000 – $59,999	Not reported
APOLLO SR · AFTretirement	stocks	filer	$0 – $29,999	$0 – $29,999
BERKSHIRE · BRKretirement	stocks	filer	$30,000 – $59,999	Not reported
ready capital · BRMKretirement	stocks	filer	$0 – $29,999	$0 – $29,999
INVESCO AEROSPACE · PPAretirement	stocks	filer	$0 – $29,999	$0 – $29,999
EMERGING MARKETS · PCYretirement	stocks	filer	$0 – $29,999	$0 – $29,999
INVESCO VAR PFD · VRPretirement	stocks	filer	$0 – $29,999	$0 – $29,999
TIPS · TIPretirement	stocks	filer	$0 – $29,999	$0 – $29,999
JPMORGAN EMG · EMBretirement	stocks	filer	$0 – $29,999	$0 – $29,999
NUVEEN PFD · JPTretirement	stocks	filer	$0 – $29,999	$0 – $29,999
ROCHE · RHHBYretirement	stocks	filer	$0 – $29,999	$0 – $29,999
STAPLES · XLPretirement	stocks	filer	$0 – $29,999	$0 – $29,999
SPROTT GOLD · CEFretirement	stocks	filer	$0 – $29,999	$0 – $29,999
UNITED HEALTH · UNHretirement	stocks	filer	$0 – $29,999	$0 – $29,999
EUROPE ETF · VGKretirement	stocks	filer	$0 – $29,999	$0 – $29,999
WEYERHAEUSER · WYretirement	stocks	filer	$0 – $29,999	$0 – $29,999
cummings · cmiretirement	stocks	filer	$0 – $29,999	$0 – $29,999
3m · mmmretirement	stocks	filer	$0 – $29,999	$0 – $29,999
medtronic · mdtretirement	stocks	filer	$0 – $29,999	$0 – $29,999
skyworks · swksretirement	stocks	filer	$0 – $29,999	$0 – $29,999
chemours · ccretirement	stocks	filer	$0 – $29,999	$0 – $29,999
amazon · amznretirement	stocks	filer	$0 – $29,999	$0 – $29,999
midcap fincl · mficretirement	stocks	filer	$0 – $29,999	$0 – $29,999
solventum · solvretirement	stocks	filer	$0 – $29,999	$0 – $29,999
GIGACLOUD · GCTretirement	stocks	filer	$0 – $29,999	Not reported
lifej handcock	insurance	filer	$0 – $29,999	Not reported
SECURITIESschwab	investment	filer	$750,000 – $999,999	Not reported

Open original PDC disclosure ↗