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JACOBS STEVEN R
STATE BOARD/COMMISSION MEMBER · HEALTH CARE FACIL AUTHORITY
← Washington filingsFiled Apr 15, 2025 · Period Jan 1, 2024 – Dec 31, 2024
Reported accounts & holdings
| Account / asset | Category | Reported owner | Value range | Income range |
|---|---|---|---|---|
| ML Bank Deposit ProgramMerrill Lynch | investment | filer | $30,000 – $59,999 | $0 – $29,999 |
| Rollover/Boys IRA Mutual Fund Brown Adv Sustainable Growth Fd Cl InstlMerrill Lynch | investment | filer | $30,000 – $59,999 | $0 – $29,999 |
| Rollover/Boys IRA Mutual Fund Calvert US Lrg Cap Value Resonible Index Fd Cl IMerrill Lynch | investment | filer | $30,000 – $59,999 | $0 – $29,999 |
| Rollover/Boys IRA Mutual Fund Invesco Emerging MarketsSovereign Debt ETFMerrill Lynch | investment | filer | $0 – $29,999 | $0 – $29,999 |
| Rollover/Boys IRA Mutual Fund Invesco Preferred ETFMerrill Lynch | investment | filer | $0 – $29,999 | $0 – $29,999 |
| Rollover/Boys IRA Mutual Fund Ishares Tips Bond ETFMerrill Lynch | investment | filer | $0 – $29,999 | $0 – $29,999 |
| Rollover/Boys IRA Mutual Fund Ishares Mbs EtfMerrill Lynch | investment | filer | $60,000 – $99,999 | $0 – $29,999 |
| Rollover/Boys IRA Mutual Fund IShares US Treasury Bond ETFMerrill Lynch | investment | filer | $30,000 – $59,999 | $0 – $29,999 |
| Rollover/Boys IRA Mutual Fund Ishares Inc Core Mcsi Emerging Mkts ETFMerrill Lynch | investment | filer | $0 – $29,999 | $0 – $29,999 |
| Rollover/Boys IRA Mutual Fund Ishares Tr Core Msci Eaf ETFMerrill Lynch | investment | filer | $30,000 – $59,999 | $0 – $29,999 |
| Rollover/Boys IRA Mutual Fund Vanguard Small Cap Value ETFMerrill Lynch | investment | filer | $0 – $29,999 | $0 – $29,999 |
| Rollover/Boys IRA Mutual Fund Vanguard Small Cap Growth EtfMerrill Lynch | investment | filer | $0 – $29,999 | $0 – $29,999 |
| Rollover/Boys IRA Mutual Fund Vanguard Value ETFMerrill Lynch | investment | filer | $60,000 – $99,999 | $0 – $29,999 |
| Rollover/Boys IRA Mutual Fund Vanguard Growth ETFMerrill Lynch | investment | filer | $60,000 – $99,999 | $0 – $29,999 |
| Rollover/Boys IRA Mutual Fund Vanguard Short-Term Corporate BondMerrill Lynch | investment | filer | $30,000 – $59,999 | $0 – $29,999 |
| Rollover/Boys IRA Mutual Fund Vanguard Intermediate TermMerrill Lynch | investment | filer | $30,000 – $59,999 | $0 – $29,999 |
| Rollover/Boys IRA Mutual Fund Vanguard Total Internatl Bond ETFMerrill Lynch | investment | filer | $100,000 – $199,999 | $0 – $29,999 |
| Rollover/Boys IRA Mutual Fund Calvert Small CapMerrill Lynch | investment | filer | $0 – $29,999 | $0 – $29,999 |
| Rollover/boys IRA IShares 20+YearMerrill Lynch | investment | filer | $30,000 – $59,999 | $0 – $29,999 |
| Rollover/Boys IRA Ishares Inc Shares ESGMerrill Lynch | investment | filer | $0 – $29,999 | $0 – $29,999 |
| Rollover/Boys IRA Nuveen ESG Large Cap Growth ETFMerrill Lynch | investment | filer | $0 – $29,999 | $0 – $29,999 |
| Rollover/Boys IRA Schwab Short Term USMerrill Lynch | investment | filer | $30,000 – $59,999 | $0 – $29,999 |
| Rollover IRA US Treasury Bond 3.000% 5/15/2042Merrill Lynch | investment | filer | $0 – $29,999 | $0 – $29,999 |
| Rollover/Boys IRA AFLAC INC 121 sharesMerrill Lynch | investment | filer | $0 – $29,999 | $0 – $29,999 |
| Rollover/Boys IRA Alcon SA Act 98 sharesMerrill Lynch | investment | filer | $0 – $29,999 | $0 – $29,999 |
| Rollover/Boys IRA APTIV Plc 120 sharesMerrill Lynch | investment | filer | $0 – $29,999 | $0 – $29,999 |
| Rollover/Boys IRA Brucker Corp 108 sharesMerrill Lynch | investment | filer | $0 – $29,999 | $0 – $29,999 |
| Rollover/Boys IRA Danaher Corp 30 sharesMerrill Lynch | investment | filer | $0 – $29,999 | $0 – $29,999 |
| Rollover/Boys IRA Flex ltd 323 sharesMerrill Lynch | investment | filer | $0 – $29,999 | $0 – $29,999 |
| Rollover/Boys IRA Intercontinental 66 sharesMerrill Lynch | investment | filer | $0 – $29,999 | $0 – $29,999 |
| Rollover/Boys IRA Johnson and Johnson 41 sharesMerrill Lynch | investment | filer | $0 – $29,999 | $0 – $29,999 |
| Rollover/Boys IRA Microsoft Corp 39 sharesMerrill Lynch | investment | filer | $0 – $29,999 | $0 – $29,999 |
| Rollover/Boys IRA Monolithic Pwr Systems 10 sharesMerrill Lynch | investment | filer | $0 – $29,999 | $0 – $29,999 |
| Rollover/Boys IRA Nextera Energy Inc 127 sharesMerrill Lynch | investment | filer | $0 – $29,999 | $0 – $29,999 |
| Rollover/Boys IRA Intuit 9 sharesMerrill Lynch | investment | filer | $0 – $29,999 | $0 – $29,999 |
| Rollover/Boys IRA Nvidia 142 sharesMerrill Lynch | investment | filer | $0 – $29,999 | $0 – $29,999 |
| Rollover/Boys IRA NX Semiconductors 34 sharesMerrill Lynch | investment | filer | $0 – $29,999 | $0 – $29,999 |
| Rollover/Boys IRA Proctor and Gamble 58 sharesMerrill Lynch | investment | filer | $0 – $29,999 | $0 – $29,999 |
| Rollover/Boys IRA Rockwell Automation 38 sharesMerrill Lynch | investment | filer | $0 – $29,999 | $0 – $29,999 |
| Rollover/Boys IRA Tetra Tech 140 SharesMerrill Lynch | investment | filer | $0 – $29,999 | $0 – $29,999 |
| Rollover/Boys IRA Topbuild Corp 13 sharesMerrill Lynch | investment | filer | $0 – $29,999 | $0 – $29,999 |
| Rollover/Boys IRA Te Connectivity LTD 61 sharesMerrill Lynch | investment | filer | $0 – $29,999 | $0 – $29,999 |
| Rollover/Boys IRA United health Group 17 sharesMerrill Lynch | investment | filer | $0 – $29,999 | $0 – $29,999 |
| Rollover/Boys IRA Unilevl PLC 181 sharesMerrill Lynch | investment | filer | $0 – $29,999 | $0 – $29,999 |
| Rollover/Boys IRA Visa Inc CL A 39 sharesMerrill Lynch | investment | filer | $0 – $29,999 | $0 – $29,999 |
| Rollover/Boys IRA Waste Management 52 sharesMerrill Lynch | investment | filer | $0 – $29,999 | $0 – $29,999 |
| Rollover/Boys IRA CCM Community Impact Bond FundMerrill Lynch | investment | filer | $60,000 – $99,999 | $0 – $29,999 |
| Rollover/Boys IRA Nuveen ESG Large Cap Value ETFMerrill Lynch | investment | filer | $30,000 – $59,999 | $0 – $29,999 |
| Rollover/Boys IRA Adobe INC 18 sharesMerrill Lynch | investment | filer | $0 – $29,999 | $0 – $29,999 |
| Rollover/Boys IRA Becton Dickinson 36 sharesMerrill Lynch | investment | filer | $0 – $29,999 | $0 – $29,999 |
| Rollover/Boys IRA Hexcel Corp New Com 113 sharesMerrill Lynch | investment | filer | $0 – $29,999 | $0 – $29,999 |
| Cash IRA Bank of America NA RASPMerrill Lynch | investment | filer | $60,000 – $99,999 | $0 – $29,999 |
| Rollover/Boys IRA Accenture PLS 25 sharesMerrill Lynch | investment | filer | $0 – $29,999 | $0 – $29,999 |
| Rollover/Boys IRA Icon PLC 30 sharesMerrill Lynch | investment | filer | $0 – $29,999 | $0 – $29,999 |
| US Treasury Note 4.625% 9/15/2026Merrill Lynch | investment | filer | $0 – $29,999 | $0 – $29,999 |
| US Treasury Note 4.625% 10/15/2026Merrill Lynch | investment | filer | $0 – $29,999 | $0 – $29,999 |
| US Treasury Note 4.625% 9/30/2028Merrill Lynch | investment | filer | $0 – $29,999 | $0 – $29,999 |
| US Treasury Note 4.625% 9/30/2030Merrill Lynch | investment | filer | $0 – $29,999 | $0 – $29,999 |
| US Treasury Bond 4.750% 11/15/2043Merrill Lynch | investment | filer | $0 – $29,999 | $0 – $29,999 |
| US Treasury Bond 3.625% 2/15/2053Merrill Lynch | investment | filer | $0 – $29,999 | $0 – $29,999 |
| Fair Issac Corp 6 sharesMerrill Lynch | investment | filer | $0 – $29,999 | $0 – $29,999 |
| Palo Alto Networks Inc 38 sharesMerrill Lynch | investment | filer | $0 – $29,999 | $0 – $29,999 |
| Veralto Corp 129 sharesMerrill Lynch | investment | filer | $0 – $29,999 | $0 – $29,999 |
| Goldman Sachs Intl Equity ESG FundMerrill Lynch | investment | filer | $0 – $29,999 | $0 – $29,999 |
| IShares ESG Aware MCSIMerrill Lynch | investment | filer | $0 – $29,999 | Not reported |
| Rollover/Boys IRA Blackrock Liquidity FundMerrill Lynch | investment | filer | $0 – $29,999 | $0 – $29,999 |
| US Treasury Note 4.125% 10/31/2027Merrill Lynch | investment | filer | $0 – $29,999 | $0 – $29,999 |
| US Treasury Note 3.875% 11/30/2027Merrill Lynch | investment | filer | $0 – $29,999 | $0 – $29,999 |
| Federal Natl Mtg Assoc Bonds 6.625% 11/15/2030Merrill Lynch | investment | filer | $0 – $29,999 | $0 – $29,999 |
| US Treasury Note 4.250% 02/28/2031Merrill Lynch | investment | filer | $0 – $29,999 | $0 – $29,999 |
| US Treasury Note 4.625% 04/30/2031Merrill Lynch | investment | filer | $0 – $29,999 | $0 – $29,999 |
| US Treasury Note 4.375% 05/15/2034Merrill Lynch | investment | filer | $0 – $29,999 | $0 – $29,999 |
| US Treasury Bond 4.750% 11/15/2053Merrill Lynch | investment | filer | $0 – $29,999 | $0 – $29,999 |
| Aecom 75 sharesMerrill Lynch | investment | filer | $0 – $29,999 | $0 – $29,999 |
| Arista Networks Inc 68 sharesMerrill Lynch | investment | filer | $0 – $29,999 | $0 – $29,999 |
| Cadence Design Sys 28 sharesMerrill Lynch | investment | filer | $0 – $29,999 | $0 – $29,999 |
| Fiserv Inc Wisc Pv 47 sharesMerrill Lynch | investment | filer | $0 – $29,999 | $0 – $29,999 |
| Jefferies Finl Group Inc 106 sharesMerrill Lynch | investment | filer | $0 – $29,999 | $0 – $29,999 |
| GE Healthcare 120 sharesMerrill Lynch | investment | filer | $0 – $29,999 | $0 – $29,999 |
| Hologic Inc 69 sharesMerrill Lynch | investment | filer | $0 – $29,999 | $0 – $29,999 |
| On Hldg Ag Namen-Akt 150 sharesMerrill Lynch | investment | filer | $0 – $29,999 | $0 – $29,999 |
| Taiwan S Manufacturing ADR 50 sharesMerrill Lynch | investment | filer | $0 – $29,999 | $0 – $29,999 |
| Rollover/Boys IRA Macquarie Corporate Bond FundMerrill Lynch | investment | filer | $0 – $29,999 | $0 – $29,999 |
| Rollover/Boys IRA Nuveen Core Impact FundMerrill Lynch | investment | filer | $100,000 – $199,999 | $0 – $29,999 |
| Rollover/Boys IRA Vanguard ScottdaleMerrill Lynch | investment | filer | $30,000 – $59,999 | $0 – $29,999 |
| Cash IRA CD City Natl Bank of Fl 4.650% 2/18/2025Merrill Lynch | investment | filer | $0 – $29,999 | $0 – $29,999 |
| Cash IRA CD East-West Bk 4.350% 5/13/2025Merrill Lynch | investment | filer | $0 – $29,999 | $0 – $29,999 |
| Cash IRA CD East-West Bk 4.050% 8/13/2025Merrill Lynch | investment | filer | $0 – $29,999 | $0 – $29,999 |
| Cash IRA Bank of America NA RaspMerrill Lynch | investment | filer | $0 – $29,999 | $0 – $29,999 |
| US Treasury Note 4.125%11/30/2027Merrill Lynch | investment | filer | $0 – $29,999 | $0 – $29,999 |
| US Treasury Note 4.625% 09/30/2028Merrill Lynch | investment | filer | $0 – $29,999 | $0 – $29,999 |
| US Treasury Bond 3.00% 05/15/2042Merrill Lynch | investment | filer | $0 – $29,999 | $0 – $29,999 |
| ML Bank Deposit ProgramMerrill Lynch | investment | spouse | $0 – $29,999 | $0 – $29,999 |
| Mutual Funds Hartford World Bond Fund Cl CMerrill Lynch | investment | spouse | $0 – $29,999 | $0 – $29,999 |
| Mutual Funds Ishares Core S&P US value EtfMerrill Lynch | investment | spouse | $0 – $29,999 | $0 – $29,999 |
| Mutual Funds Pimco Income Fund Cl AMerrill Lynch | investment | spouse | $0 – $29,999 | $0 – $29,999 |
| Inherited IRA Blackrock Capital Appreciaion Fd Inc AMerrill Lynch | investment | spouse | $100,000 – $199,999 | $0 – $29,999 |
| Inherited IRA Blackrock Global Allocation Fd Inc AMerrill Lynch | investment | spouse | $0 – $29,999 | $0 – $29,999 |
| Inherited IRA Calamos Growth and Income Fd Cl AMerrill Lynch | investment | spouse | $30,000 – $59,999 | $0 – $29,999 |
| Inherited IRA Ishares Core S&P US Value ETFMerrill Lynch | investment | spouse | $30,000 – $59,999 | $0 – $29,999 |
| Inherited IRA Pimco Income Fund Cl AMerrill Lynch | investment | spouse | $60,000 – $99,999 | $0 – $29,999 |
| Inherited IRA The Oakmark Inv ClMerrill Lynch | investment | spouse | $30,000 – $59,999 | $0 – $29,999 |
| Roth IRA Bank of America NAMerrill Lynch | investment | spouse | $0 – $29,999 | $0 – $29,999 |
| Roth IRA American Growth Fund of America Cl F2Merrill Lynch | investment | spouse | $30,000 – $59,999 | $0 – $29,999 |
| Roth IRA Bny Mellon Equity Income Fund Cl IMerrill Lynch | investment | spouse | $0 – $29,999 | $0 – $29,999 |
| IRA Bank Of America NA RASPMerrill Lynch | investment | spouse | $30,000 – $59,999 | $0 – $29,999 |
| IRA Aflac 82 sharesMerrill Lynch | investment | spouse | $0 – $29,999 | $0 – $29,999 |
| IRA Alcon SA ACT 66 sharesMerrill Lynch | investment | spouse | $0 – $29,999 | $0 – $29,999 |
| IRA Alphabet INC 77 sharesMerrill Lynch | investment | spouse | $0 – $29,999 | $0 – $29,999 |
| IRA Amazon Com 48 sharesMerrill Lynch | investment | spouse | $0 – $29,999 | $0 – $29,999 |
| IRA Apple Inc 108 sharesMerrill Lynch | investment | spouse | $0 – $29,999 | $0 – $29,999 |
| IRA Aptiv Plc 75 sharesMerrill Lynch | investment | spouse | $0 – $29,999 | $0 – $29,999 |
| IRA Blackrock Inc 8 sharesMerrill Lynch | investment | spouse | $0 – $29,999 | $0 – $29,999 |
| IRA Bruker Corp 72 sharesMerrill Lynch | investment | spouse | $0 – $29,999 | $0 – $29,999 |
| IRA Costco Wholesale 11 sharesMerrill Lynch | investment | spouse | $0 – $29,999 | $0 – $29,999 |
| IRA Danaher Corp 20 sharesMerrill Lynch | investment | spouse | $0 – $29,999 | $0 – $29,999 |
| IRA flex Ltd 208 sharesMerrill Lynch | investment | spouse | $0 – $29,999 | $0 – $29,999 |
| IRA Home Depot Inc 17 sharesMerrill Lynch | investment | spouse | $0 – $29,999 | $0 – $29,999 |
| IRA Honeywell Intl Inc 15 sharesMerrill Lynch | investment | spouse | $0 – $29,999 | $0 – $29,999 |
| IRA Intercontinental 74 sharesMerrill Lynch | investment | spouse | $0 – $29,999 | $0 – $29,999 |
| IRA JP Morgan Chase 47 sharesMerrill Lynch | investment | spouse | $0 – $29,999 | $0 – $29,999 |
| IRA Microsoft Corp 84 sharesMerrill Lynch | investment | spouse | $30,000 – $59,999 | $0 – $29,999 |
| IRA Nextera Energy 82 sharesMerrill Lynch | investment | spouse | $0 – $29,999 | $0 – $29,999 |
| IRA Nxp Semiconductors 22 sharesMerrill Lynch | investment | spouse | $0 – $29,999 | $0 – $29,999 |
| IRA Nvidia 263 sharesMerrill Lynch | investment | spouse | $30,000 – $59,999 | $0 – $29,999 |
| IRA Procter and Gamble 77 sharesMerrill Lynch | investment | spouse | $0 – $29,999 | $0 – $29,999 |
| IRA Prologics Inc 43 sharesMerrill Lynch | investment | spouse | $0 – $29,999 | $0 – $29,999 |
| IRA Rockwell Automation 24 sharesMerrill Lynch | investment | spouse | $0 – $29,999 | $0 – $29,999 |
| IRA Topbuild Corp 8 sharesMerrill Lynch | investment | spouse | $0 – $29,999 | $0 – $29,999 |
| IRA Union Pacific 13 sharesMerrill Lynch | investment | spouse | $0 – $29,999 | $0 – $29,999 |
| IRA United Health Group 11 sharesMerrill Lynch | investment | spouse | $0 – $29,999 | $0 – $29,999 |
| IRA Visa Inc Cl A 59 sharesMerrill Lynch | investment | spouse | $0 – $29,999 | $0 – $29,999 |
| IRA Walmart Inc 116 sharesMerrill Lynch | investment | spouse | $0 – $29,999 | $0 – $29,999 |
| IRA Waste Management 35 sharesMerrill Lynch | investment | spouse | $0 – $29,999 | $0 – $29,999 |
| IRA Zoetis Inc 30 sharesMerrill Lynch | investment | spouse | $0 – $29,999 | $0 – $29,999 |
| Inherited IRA Mutual Fund Virtus NFJ Dividend ValueMerrill Lynch | investment | spouse | $0 – $29,999 | $0 – $29,999 |
| Roth IRA Mutual Fund Virtus NFJ Dividend ValueMerrill Lynch | investment | spouse | $0 – $29,999 | $0 – $29,999 |
| IRA Adobe Inc 11 sharesMerrill Lynch | investment | spouse | $0 – $29,999 | $0 – $29,999 |
| IRA Becton Dickinson 24 sharesMerrill Lynch | investment | spouse | $0 – $29,999 | $0 – $29,999 |
| IRA ConocoPhillips 30 sharesMerrill Lynch | investment | spouse | $0 – $29,999 | $0 – $29,999 |
| IRA Hexcel Corp New Com 74 sharesMerrill Lynch | investment | spouse | $0 – $29,999 | $0 – $29,999 |
| IRA Hilton Worldwide 22 sharesMerrill Lynch | investment | spouse | $0 – $29,999 | $0 – $29,999 |
| IRA Parker Hannifin Corp 15 sharesMerrill Lynch | investment | spouse | $0 – $29,999 | $0 – $29,999 |
| IRA TE Connectivity LTD 39 sharesMerrill Lynch | investment | spouse | $0 – $29,999 | $0 – $29,999 |
| IRA Tetra Tech Inc New 90 sharesMerrill Lynch | investment | spouse | $0 – $29,999 | $0 – $29,999 |
| Cash IRA Bank of America NA RASPMerrill Lynch | investment | spouse | $100,000 – $199,999 | $0 – $29,999 |
| IRA Accenture PLC 16 sharesMerrill Lynch | investment | spouse | $0 – $29,999 | $0 – $29,999 |
| IRA Broadcom Inc 42 sharesMerrill Lynch | investment | spouse | $0 – $29,999 | $0 – $29,999 |
| IRA Icon PLC 19 sharesMerrill Lynch | investment | spouse | $0 – $29,999 | $0 – $29,999 |
| IRA Intuit Inc 6 sharesMerrill Lynch | investment | spouse | $0 – $29,999 | $0 – $29,999 |
| IRA Johnson and Johnson 28 sharesMerrill Lynch | investment | spouse | $0 – $29,999 | $0 – $29,999 |
| IRA McDonalds Corp 16 sharesMerrill Lynch | investment | spouse | $0 – $29,999 | $0 – $29,999 |
| IRA Monolithic Pwr Systems 6 sharesMerrill Lynch | investment | spouse | $0 – $29,999 | $0 – $29,999 |
| IRA Palo Alto Networks Inc 56 sharesMerrill Lynch | investment | spouse | $0 – $29,999 | $0 – $29,999 |
| IRA Progressive Corp Ohio 26 sharesMerrill Lynch | investment | spouse | $0 – $29,999 | $0 – $29,999 |
| IRA Unilever PLC 120 sharesMerrill Lynch | investment | spouse | $0 – $29,999 | $0 – $29,999 |
| IRA Mutual Fund PGIM Total Return Bond FundMerrill Lynch | investment | spouse | $200,000 – $499,999 | $0 – $29,999 |
| Mutual Funds Virtus Ceredex Large Cap ValueMerrill Lynch | investment | spouse | $30,000 – $59,999 | $0 – $29,999 |
| IRA Amphenol Corp CL A New 98 sharesMerrill Lynch | investment | spouse | $0 – $29,999 | $0 – $29,999 |
| IRA Bentley Sys Inc 52 sharesMerrill Lynch | investment | spouse | $0 – $29,999 | $0 – $29,999 |
| IRA Boston Scientific 99 sharesMerrill Lynch | investment | spouse | $0 – $29,999 | $0 – $29,999 |
| IRA Eli Lilly & Co 7 sharesMerrill Lynch | investment | spouse | $0 – $29,999 | $0 – $29,999 |
| IRA Exxon Mobil Corp 72 sharesMerrill Lynch | investment | spouse | $0 – $29,999 | $0 – $29,999 |
| IRA Fair Issac Corp 3 sharesMerrill Lynch | investment | spouse | $0 – $29,999 | $0 – $29,999 |
| IRA Ferrari NV 11 sharesMerrill Lynch | investment | spouse | $0 – $29,999 | $0 – $29,999 |
| IRA Kenvue Inc 78 sharesMerrill Lynch | investment | spouse | $0 – $29,999 | $0 – $29,999 |
| IRA Netflix Com Inc 8 sharesMerrill Lynch | investment | spouse | $0 – $29,999 | $0 – $29,999 |
| IRA Ross Stores Inc Com 36 sharesMerrill Lynch | investment | spouse | $0 – $29,999 | $0 – $29,999 |
| IRA S&P Global Inc 16 sharesMerrill Lynch | investment | spouse | $0 – $29,999 | $0 – $29,999 |
| IRA ServiceNow Inc 7 sharesMerrill Lynch | investment | spouse | $0 – $29,999 | $0 – $29,999 |
| IRA Tesla Inc 15 sharesMerrill Lynch | investment | spouse | $0 – $29,999 | $0 – $29,999 |
| IRA United Rentals Inc Com 6 sharesMerrill Lynch | investment | spouse | $0 – $29,999 | $0 – $29,999 |
| IRA Veralto Corp 85 sharesMerrill Lynch | investment | spouse | $0 – $29,999 | $0 – $29,999 |
| IRA Welltower Inc 38 sharesMerrill Lynch | investment | spouse | $0 – $29,999 | $0 – $29,999 |
| IRA Abbvie 39 sharesMerrill Lynch | investment | spouse | $0 – $29,999 | Not reported |
| IRA Aecom 46 sharesMerrill Lynch | investment | spouse | $0 – $29,999 | Not reported |
| IRA Agnico Eagle Mines 38 sharesMerrill Lynch | investment | spouse | $0 – $29,999 | Not reported |
| IRA Arista Networks 40 sharesMerrill Lynch | investment | spouse | $0 – $29,999 | Not reported |
| IRA Cadence Designs 18 sharesMerrill Lynch | investment | spouse | $0 – $29,999 | Not reported |
| IRA Cencora 14 sharesMerrill Lynch | investment | spouse | $0 – $29,999 | Not reported |
| IRA Entergy Corp 74 sharesMerrill Lynch | investment | spouse | $0 – $29,999 | Not reported |
| IRA Fiserv Inc Wisc Pv 30 sharesMerrill Lynch | investment | spouse | $0 – $29,999 | Not reported |
| IRA GE Healthcare 80sharesMerrill Lynch | investment | spouse | $0 – $29,999 | Not reported |
| IRA Hologic Inc 44 sharesMerrill Lynch | investment | spouse | $0 – $29,999 | Not reported |
| IRA Howmet Aerospace 44 sharesMerrill Lynch | investment | spouse | $0 – $29,999 | Not reported |
| IRA Jefferies Finl Group 70 sharesMerrill Lynch | investment | spouse | $0 – $29,999 | Not reported |
| IRA Johnson Controls Inter 28 sharesMerrill Lynch | investment | spouse | $0 – $29,999 | Not reported |
| IRA Martin Marietta Mills 7 sharesMerrill Lynch | investment | spouse | $0 – $29,999 | Not reported |
| IRA On Hldg Ag Namen-Akt 96 sharesMerrill Lynch | investment | spouse | $0 – $29,999 | Not reported |
| IRA Prologis Inc 42 sharesMerrill Lynch | investment | spouse | $0 – $29,999 | Not reported |
| IRA Taiwan s Manufacturing 32 sharesMerrill Lynch | investment | spouse | $0 – $29,999 | Not reported |
| IRA ServiceNow 7 sharesMerrill Lynch | investment | spouse | $0 – $29,999 | Not reported |
| IRA Veralto Corp 85 sharesMerrill Lynch | investment | spouse | $0 – $29,999 | Not reported |
| IRA Wstn Digital Corp Del 79 sharesMerrill Lynch | investment | spouse | $0 – $29,999 | Not reported |
| IRA Zoetis 30 sharesMerrill Lynch | investment | spouse | $0 – $29,999 | Not reported |
| IRA Mutual Funds PGIM Short Dur High Yield Income FdMerrill Lynch | investment | spouse | $100,000 – $199,999 | Not reported |
| Cash IRA CD Charles Schwab SSB 01/30/2025Merrill Lynch | investment | spouse | $30,000 – $59,999 | Not reported |
| 401K Vanguard Target Ret 2020Fidelity | investment | filer | $0 – $29,999 | $0 – $29,999 |
| 401K Principal Fixed AcctFidelity | investment | filer | $0 – $29,999 | $0 – $29,999 |
| 401K Vanguard St Bond Idx ISFidelity | investment | filer | $0 – $29,999 | $0 – $29,999 |
| 401K Fidelity 500 IndexFidelity | investment | filer | $0 – $29,999 | $0 – $29,999 |
| 401K Fidelity US bond IdxFidelity | investment | filer | $0 – $29,999 | $0 – $29,999 |
| 403b Vanguard Target Ret 2025Fidelity | investment | spouse | $0 – $29,999 | $0 – $29,999 |
| 403b Vanguard Growth Index InstFidelity | investment | spouse | $0 – $29,999 | $0 – $29,999 |
| 403b Principal Fixed AcctFidelity | investment | spouse | $0 – $29,999 | $0 – $29,999 |
| Vanguard St Bond Index ISFidelity | investment | spouse | $0 – $29,999 | $0 – $29,999 |
| 403b Fidelity US Bond IdxFidelity | investment | spouse | $0 – $29,999 | $0 – $29,999 |
| Money MarketGesa Credit Union | bank account | filer | $0 – $29,999 | $0 – $29,999 |
| CheckingJPMorgan Chase Bank | bank account | filer | $0 – $29,999 | Not reported |