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JACOBS STEVEN R
STATE BOARD/COMMISSION MEMBER · HEALTH CARE FACIL AUTHORITY
← Washington filingsFiled Apr 15, 2026 · Period Jan 1, 2025 – Mar 9, 2026
Reported accounts & holdings
| Account / asset | Category | Reported owner | Value range | Income range |
|---|---|---|---|---|
| Money MarketGesa Credit Union | bank account | filer | $0 – $29,999 | $0 – $29,999 |
| CheckingJPMorgan Chase Bank | bank account | filer | $0 – $29,999 | Not reported |
| 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 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 | $30,000 – $59,999 | $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 | $100,000 – $199,999 | $0 – $29,999 |
| Rollover/Boys IRA Mutual Fund Vanguard Growth ETFMerrill Lynch | investment | filer | $100,000 – $199,999 | $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 | $30,000 – $59,999 | $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 | $30,000 – $59,999 | $0 – $29,999 |
| Rollover/Boys IRA Nuveen ESG Large Cap Growth ETFMerrill Lynch | investment | filer | $60,000 – $99,999 | $0 – $29,999 |
| Rollover/Boys IRA Schwab Short Term USMerrill Lynch | investment | filer | $0 – $29,999 | $30,000 – $59,999 |
| 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 APTIV Plc 83 sharesMerrill Lynch | investment | filer | $0 – $29,999 | $0 – $29,999 |
| Rollover/Boys IRA Danaher Corp 19 sharesMerrill Lynch | investment | filer | $0 – $29,999 | $0 – $29,999 |
| Rollover/Boys IRA Flex ltd 116 sharesMerrill Lynch | investment | filer | $0 – $29,999 | $0 – $29,999 |
| Rollover/Boys IRA Intercontinental 61 sharesMerrill Lynch | investment | filer | $0 – $29,999 | $0 – $29,999 |
| Rollover/Boys IRA Johnson and Johnson 57 sharesMerrill Lynch | investment | filer | $0 – $29,999 | $0 – $29,999 |
| Rollover/Boys IRA Microsoft Corp 41 sharesMerrill Lynch | investment | filer | $0 – $29,999 | $0 – $29,999 |
| Rollover/Boys IRA Monolithic Pwr Systems 5 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 Nvidia 132 sharesMerrill Lynch | investment | filer | $0 – $29,999 | $0 – $29,999 |
| Rollover/Boys IRA NX Semiconductors 25 sharesMerrill Lynch | investment | filer | $0 – $29,999 | $0 – $29,999 |
| Rollover/Boys IRA Rockwell Automation 33 sharesMerrill Lynch | investment | filer | $0 – $29,999 | $0 – $29,999 |
| Rollover/Boys IRA Tetra Tech 108 SharesMerrill Lynch | investment | filer | $0 – $29,999 | $0 – $29,999 |
| Rollover/Boys IRA Te Connectivity LTD 56 sharesMerrill Lynch | investment | filer | $0 – $29,999 | $0 – $29,999 |
| Rollover/Boys IRA Visa Inc CL 23 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 | $100,000 – $199,999 | $0 – $29,999 |
| Rollover/Boys IRA Nuveen ESG Large Cap Value ETFMerrill Lynch | investment | filer | $60,000 – $99,999 | $0 – $29,999 |
| Cash IRA Bank of America NA RASPMerrill Lynch | investment | filer | $30,000 – $59,999 | $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 |
| Palo Alto Networks Inc 33 sharesMerrill Lynch | investment | filer | $0 – $29,999 | $0 – $29,999 |
| Veralto Corp 130 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 | $30,000 – $59,999 | $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 | $30,000 – $59,999 | $0 – $29,999 |
| US Treasury Bond 4.750% 11/15/2053Merrill Lynch | investment | filer | $0 – $29,999 | $0 – $29,999 |
| Aecom 57 sharesMerrill Lynch | investment | filer | $0 – $29,999 | $0 – $29,999 |
| Cadence Design Sys 27 sharesMerrill Lynch | investment | filer | $0 – $29,999 | $0 – $29,999 |
| Jefferies Finl Group Inc 143 sharesMerrill Lynch | investment | filer | $0 – $29,999 | $0 – $29,999 |
| GE Healthcare 80 sharesMerrill Lynch | investment | filer | $0 – $29,999 | $0 – $29,999 |
| Hologic Inc 61 sharesMerrill Lynch | investment | filer | $0 – $29,999 | $0 – $29,999 |
| Taiwan S Manufacturing ADR 29 sharesMerrill 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 |
| 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 4.625% 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 |
| US Treasury Note 4.875% 10/31/2028Merrill 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 |
| Abbvie Inc 62 sharesMerrill Lynch | investment | filer | $0 – $29,999 | $0 – $29,999 |
| Apple Inc 83 sharesMerrill Lynch | investment | filer | $0 – $29,999 | $0 – $29,999 |
| Broadcom inc 41 sharesMerrill Lynch | investment | filer | $0 – $29,999 | $0 – $29,999 |
| Cameco Corp 53 sharesMerrill Lynch | investment | filer | $0 – $29,999 | $0 – $29,999 |
| Crowdstrike Hldgs 15 sharesMerrill Lynch | investment | filer | $0 – $29,999 | $0 – $29,999 |
| Emerson Elec 55 sharesMerrill Lynch | investment | filer | $0 – $29,999 | $0 – $29,999 |
| LPL Financial Holdings 16 sharesMerrill Lynch | investment | filer | $0 – $29,999 | $0 – $29,999 |
| Medtronic Plc Shs 97 sharesMerrill Lynch | investment | filer | $0 – $29,999 | $0 – $29,999 |
| Salesforce Inc 34 sharesMerrill Lynch | investment | filer | $0 – $29,999 | $0 – $29,999 |
| Service Now Inc 55 sharesMerrill Lynch | investment | filer | $0 – $29,999 | $0 – $29,999 |
| Shopify Inc Cl A 33 sharesMerrill Lynch | investment | filer | $0 – $29,999 | $0 – $29,999 |
| Spotify Tech S.A. Reg 13 sharesMerrill Lynch | investment | filer | $0 – $29,999 | $0 – $29,999 |
| Steris Plc Reg Shs 41 sharesMerrill Lynch | investment | filer | $0 – $29,999 | $0 – $29,999 |
| Stryker Corp 20 sharesMerrill Lynch | investment | filer | $0 – $29,999 | $0 – $29,999 |
| Waste Management 47 sharesMerrill Lynch | investment | filer | $0 – $29,999 | $0 – $29,999 |
| Invesco Emerging MarketsMerrill Lynch | investment | filer | $0 – $29,999 | $0 – $29,999 |
| Invesco Preferred ETFMerrill Lynch | investment | filer | $0 – $29,999 | $0 – $29,999 |
| Nomura Corporate Bond FundMerrill Lynch | investment | filer | $0 – $29,999 | $0 – $29,999 |
| RBC Bluebay High Yield Bond FundMerrill Lynch | investment | filer | $0 – $29,999 | $0 – $29,999 |
| Vaneck Fallen Angel High Yield Bond FundMerrill Lynch | investment | filer | $0 – $29,999 | $0 – $29,999 |
| Vanguard Intermediate Index FundMerrill Lynch | investment | filer | $30,000 – $59,999 | $0 – $29,999 |
| Xtrackers USD High Yield Corp Bond FundMerrill Lynch | investment | filer | $0 – $29,999 | $0 – $29,999 |
| Cash IRA CD Zions BankCorp NA 4.25% 11/19/2025Merrill Lynch | investment | filer | $30,000 – $59,999 | $0 – $29,999 |
| Cash IRACD Morgan Stanley Pvt Bk 4.250% 02/19/2026Merrill Lynch | investment | filer | $30,000 – $59,999 | $0 – $29,999 |
| Cash IRA CD Merrick Bank 4.10% 04/13/2026Merrill Lynch | investment | filer | $30,000 – $59,999 | $0 – $29,999 |
| Cash IRA Safra National Bank 3.950% 07/02/2026Merrill Lynch | investment | filer | $30,000 – $59,999 | $0 – $29,999 |
| Agnico Eagle Mines LTD 12 sharesMerrill Lynch | investment | filer | $0 – $29,999 | $0 – $29,999 |
| Alphabet Inc Share Cl A 54 sharesMerrill Lynch | investment | filer | $0 – $29,999 | $0 – $29,999 |
| Amazon Com Inc 36 sharesMerrill Lynch | investment | filer | $0 – $29,999 | $0 – $29,999 |
| Amphenol Corp Cl A 41 sharesMerrill Lynch | investment | filer | $0 – $29,999 | $0 – $29,999 |
| Bank NY Mellon 42 sharesMerrill Lynch | investment | filer | $0 – $29,999 | $0 – $29,999 |
| Blackrock Inc Reg Shs 6 sharesMerrill Lynch | investment | filer | $0 – $29,999 | $0 – $29,999 |
| Boston Scientific 44 sharesMerrill Lynch | investment | filer | $0 – $29,999 | $0 – $29,999 |
| Cencora 9 sharesMerrill Lynch | investment | filer | $0 – $29,999 | $0 – $29,999 |
| Costco Wholesale Crp Del 8 sharesMerrill Lynch | investment | filer | $0 – $29,999 | $0 – $29,999 |
| Dell Technologies 51 sharesMerrill Lynch | investment | filer | $0 – $29,999 | $0 – $29,999 |
| Dicks Sporting Goods 12 sharesMerrill Lynch | investment | filer | $0 – $29,999 | $0 – $29,999 |
| Eli Lilly & Co 8 sharesMerrill Lynch | investment | filer | $0 – $29,999 | $0 – $29,999 |
| Entnergy Corp New 39 sharesMerrill Lynch | investment | filer | $0 – $29,999 | $0 – $29,999 |
| Exxon Mobil Corp 68 sharesMerrill Lynch | investment | filer | $0 – $29,999 | $0 – $29,999 |
| Goldman Sachs Group Inc 7 sharesMerrill Lynch | investment | filer | $0 – $29,999 | $0 – $29,999 |
| Hilton Worldwide 10 sharesMerrill Lynch | investment | filer | $0 – $29,999 | $0 – $29,999 |
| Home Depot Inc 12 sharesMerrill Lynch | investment | filer | $0 – $29,999 | $0 – $29,999 |
| Howmet Aerospace Inc 22 sharesMerrill Lynch | investment | filer | $0 – $29,999 | $0 – $29,999 |
| Johnson Controls Inter 36 sharesMerrill Lynch | investment | filer | $0 – $29,999 | $0 – $29,999 |
| JP morgan Chase & Co 33 sharesMerrill Lynch | investment | filer | $0 – $29,999 | $0 – $29,999 |
| Lander Estee Cos Inc A 48 sharesMerrill Lynch | investment | filer | $0 – $29,999 | $0 – $29,999 |
| Live Nation Ent Inc 17 sharesMerrill Lynch | investment | filer | $0 – $29,999 | $0 – $29,999 |
| Martin Marietta Matls 7 sharesMerrill Lynch | investment | filer | $0 – $29,999 | $0 – $29,999 |
| Meta Platforms Inc 14 sharesMerrill Lynch | investment | filer | $0 – $29,999 | $0 – $29,999 |
| Netflix Com Inc 54 sharesMerrill Lynch | investment | filer | $0 – $29,999 | $0 – $29,999 |
| Parker Hannifer Corp 8 sharesMerrill Lynch | investment | filer | $0 – $29,999 | $0 – $29,999 |
| Proctor & Gamble Co 20 sharesMerrill Lynch | investment | filer | $0 – $29,999 | $0 – $29,999 |
| Progressive Crp Ohio 21 sharesMerrill Lynch | investment | filer | $0 – $29,999 | $0 – $29,999 |
| Ross Stores Inc 30 sharesMerrill Lynch | investment | filer | $0 – $29,999 | $0 – $29,999 |
| S & P Global Inc 9 sharesMerrill Lynch | investment | filer | $0 – $29,999 | $0 – $29,999 |
| Tesla 11 sharesMerrill Lynch | investment | filer | $0 – $29,999 | $0 – $29,999 |
| Thermo Fisher Scientific 6 sharesMerrill Lynch | investment | filer | $0 – $29,999 | $0 – $29,999 |
| Union Pacific 22 sharesMerrill Lynch | investment | filer | $0 – $29,999 | $0 – $29,999 |
| Verizon Communications 113 sharesMerrill Lynch | investment | filer | $0 – $29,999 | $0 – $29,999 |
| Walmart 50 sharesMerrill Lynch | investment | filer | $0 – $29,999 | $0 – $29,999 |
| Welltower Inc 26 sharesMerrill Lynch | investment | filer | $0 – $29,999 | $0 – $29,999 |
| Wstn Digital Corp 16 sharesMerrill Lynch | investment | filer | $0 – $29,999 | $0 – $29,999 |
| ML Bank Deposit ProgramMerrill Lynch | investment | spouse | $30,000 – $59,999 | $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 | $30,000 – $59,999 | $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 | $30,000 – $59,999 | $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 | $60,000 – $99,999 | $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 | $60,000 – $99,999 | $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 | $60,000 – $99,999 | $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 50 sharesMerrill Lynch | investment | spouse | $0 – $29,999 | $0 – $29,999 |
| IRA Alphabet INC 108 sharesMerrill Lynch | investment | spouse | $30,000 – $59,999 | $0 – $29,999 |
| IRA Amazon Com 74 sharesMerrill Lynch | investment | spouse | $0 – $29,999 | $0 – $29,999 |
| IRA Apple Inc 166 sharesMerrill Lynch | investment | spouse | $30,000 – $59,999 | $0 – $29,999 |
| IRA Aptiv Plc 64 sharesMerrill Lynch | investment | spouse | $0 – $29,999 | $0 – $29,999 |
| IRA Blackrock Inc 12 sharesMerrill Lynch | investment | spouse | $0 – $29,999 | $0 – $29,999 |
| IRA Costco Wholesale 16 sharesMerrill Lynch | investment | spouse | $0 – $29,999 | $0 – $29,999 |
| IRA Danaher Corp 15 sharesMerrill Lynch | investment | spouse | $0 – $29,999 | $0 – $29,999 |
| IRA flex Ltd 89 sharesMerrill Lynch | investment | spouse | $0 – $29,999 | $0 – $29,999 |
| IRA Home Depot Inc 24 sharesMerrill Lynch | investment | spouse | $0 – $29,999 | $0 – $29,999 |
| IRA Intercontinental 47 sharesMerrill Lynch | investment | spouse | $0 – $29,999 | $0 – $29,999 |
| IRA JP Morgan Chase 66 sharesMerrill Lynch | investment | spouse | $0 – $29,999 | $0 – $29,999 |
| IRA Microsoft Corp 83 sharesMerrill Lynch | investment | spouse | $30,000 – $59,999 | $0 – $29,999 |
| IRA Nextera Energy 93 sharesMerrill Lynch | investment | spouse | $0 – $29,999 | $0 – $29,999 |
| IRA Nxp Semiconductors 20 sharesMerrill Lynch | investment | spouse | $0 – $29,999 | $0 – $29,999 |
| IRA Nvidia 267 sharesMerrill Lynch | investment | spouse | $30,000 – $59,999 | $0 – $29,999 |
| IRA Procter and Gamble 16 sharesMerrill Lynch | investment | spouse | $0 – $29,999 | $0 – $29,999 |
| IRA Union Pacific 46 sharesMerrill Lynch | investment | spouse | $0 – $29,999 | $0 – $29,999 |
| IRA Visa Inc Cl A 53 sharesMerrill Lynch | investment | spouse | $0 – $29,999 | $0 – $29,999 |
| IRA Walmart Inc 100 sharesMerrill Lynch | investment | spouse | $0 – $29,999 | $0 – $29,999 |
| IRA Waste Management 36 sharesMerrill 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 ConocoPhillips 35 sharesMerrill Lynch | investment | spouse | $0 – $29,999 | $0 – $29,999 |
| IRA Hilton Worldwide 21 sharesMerrill Lynch | investment | spouse | $0 – $29,999 | $0 – $29,999 |
| IRA Parker Hannifin Corp 16 sharesMerrill Lynch | investment | spouse | $0 – $29,999 | $0 – $29,999 |
| IRA TE Connectivity LTD 41 sharesMerrill Lynch | investment | spouse | $0 – $29,999 | $0 – $29,999 |
| IRA Tetra Tech Inc New 82 sharesMerrill Lynch | investment | spouse | $0 – $29,999 | $0 – $29,999 |
| Cash IRA Bank of America NA RASPMerrill Lynch | investment | spouse | $30,000 – $59,999 | $0 – $29,999 |
| IRA Broadcom Inc 63 sharesMerrill Lynch | investment | spouse | $0 – $29,999 | $0 – $29,999 |
| IRA Johnson and Johnson 42 sharesMerrill Lynch | investment | spouse | $0 – $29,999 | $0 – $29,999 |
| IRA Monolithic Pwr Systems 4 sharesMerrill Lynch | investment | spouse | $0 – $29,999 | $0 – $29,999 |
| IRA Palo Alto Networks Inc 65 sharesMerrill Lynch | investment | spouse | $0 – $29,999 | $0 – $29,999 |
| IRA Progressive Corp Ohio 41 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 |
| IRA Amphenol Corp CL A New 58 sharesMerrill Lynch | investment | spouse | $0 – $29,999 | $0 – $29,999 |
| IRA Boston Scientific 88 sharesMerrill Lynch | investment | spouse | $0 – $29,999 | $0 – $29,999 |
| IRA Eli Lilly & Co 16 sharesMerrill Lynch | investment | spouse | $0 – $29,999 | $0 – $29,999 |
| IRA Exxon Mobil Corp 139 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 Netflix Com Inc 110 sharesMerrill Lynch | investment | spouse | $0 – $29,999 | $0 – $29,999 |
| IRA Ross Stores Inc Com 60 sharesMerrill Lynch | investment | spouse | $0 – $29,999 | $0 – $29,999 |
| IRA S&P Global Inc 18 sharesMerrill Lynch | investment | spouse | $0 – $29,999 | $0 – $29,999 |
| IRA ServiceNow Inc 40 sharesMerrill Lynch | investment | spouse | $0 – $29,999 | $0 – $29,999 |
| IRA Tesla Inc 21 sharesMerrill Lynch | investment | spouse | $0 – $29,999 | $0 – $29,999 |
| IRA Veralto Corp 99 sharesMerrill Lynch | investment | spouse | $0 – $29,999 | $0 – $29,999 |
| IRA Welltower Inc 52 sharesMerrill Lynch | investment | spouse | $0 – $29,999 | $0 – $29,999 |
| IRA Abbvie 77 sharesMerrill Lynch | investment | spouse | $0 – $29,999 | Not reported |
| IRA Aecom 44 sharesMerrill Lynch | investment | spouse | $0 – $29,999 | Not reported |
| IRA Agnico Eagle Mines 23 sharesMerrill Lynch | investment | spouse | $0 – $29,999 | Not reported |
| IRA Cadence Designs 19 sharesMerrill Lynch | investment | spouse | $0 – $29,999 | Not reported |
| IRA Cencora 20 sharesMerrill Lynch | investment | spouse | $0 – $29,999 | Not reported |
| IRA GE Healthcare 63 sharesMerrill Lynch | investment | spouse | $0 – $29,999 | Not reported |
| IRA Hologic Inc 47 sharesMerrill Lynch | investment | spouse | $0 – $29,999 | Not reported |
| IRA Howmet Aerospace 45 sharesMerrill Lynch | investment | spouse | $0 – $29,999 | Not reported |
| IRA Jefferies Finl Group 99 sharesMerrill Lynch | investment | spouse | $0 – $29,999 | Not reported |
| IRA Johnson Controls Inter 74 sharesMerrill Lynch | investment | spouse | $0 – $29,999 | Not reported |
| IRA Martin Marietta Mills 13 sharesMerrill Lynch | investment | spouse | $0 – $29,999 | Not reported |
| IRA Taiwan s Manufacturing 22 sharesMerrill Lynch | investment | spouse | $0 – $29,999 | Not reported |
| IRA ServiceNow 40 sharesMerrill Lynch | investment | spouse | $0 – $29,999 | Not reported |
| IRA Veralto Corp 99 sharesMerrill Lynch | investment | spouse | $0 – $29,999 | Not reported |
| IRA Wstn Digital Corp Del 35 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 |
| IRA Bank New York Mellon 84 sharesMerrill Lynch | investment | spouse | $0 – $29,999 | Not reported |
| IRA Cameco Corp 40 sharesMerrill Lynch | investment | spouse | $0 – $29,999 | Not reported |
| IRA Crowdstrike Hldgs Inc 12 sharesMerrill Lynch | investment | spouse | $0 – $29,999 | Not reported |
| IRA Dell Technologies 103 sharesMerrill Lynch | investment | spouse | $0 – $29,999 | Not reported |
| IRA Dicks Sporting Goods Inc 26 sharesMerrill Lynch | investment | spouse | $0 – $29,999 | Not reported |
| IRA Emerson Elec Co 43 sharesMerrill Lynch | investment | spouse | $0 – $29,999 | Not reported |
| IRA Entergy Corp New 77 sharesMerrill Lynch | investment | spouse | $0 – $29,999 | Not reported |
| IRA Goldman Sachs Group Inc 15 sharesMerrill Lynch | investment | spouse | $0 – $29,999 | Not reported |
| IRA Live Nation Ent Inc 35 sharesMerrill Lynch | investment | spouse | $0 – $29,999 | Not reported |
| IRA LPL Financial Holdings 12 sharesMerrill Lynch | investment | spouse | $0 – $29,999 | Not reported |
| IRA Medtronic Plc Shs 76 sharesMerrill Lynch | investment | spouse | $0 – $29,999 | Not reported |
| IRA Meta Platforms Inc 28 sharesMerrill Lynch | investment | spouse | $0 – $29,999 | Not reported |
| IRA Rockwell Automation 25 sharesMerrill Lynch | investment | spouse | $0 – $29,999 | Not reported |
| IRA Salesforce Inc 27 sharesMerrill Lynch | investment | spouse | $0 – $29,999 | Not reported |
| IRA Shopify Inc Cl A 25 sharesMerrill Lynch | investment | spouse | $0 – $29,999 | Not reported |
| IRA Spotify Tech SA Reg 10 sharesMerrill Lynch | investment | spouse | $0 – $29,999 | Not reported |
| IRA Steris Plc Reg Shs 31 sharesMerrill Lynch | investment | spouse | $0 – $29,999 | Not reported |
| IRA Stryker Corp 16 sharesMerrill Lynch | investment | spouse | $0 – $29,999 | Not reported |
| IRA Thermo Fisher Scientific 12 sharesMerrill Lynch | investment | spouse | $0 – $29,999 | Not reported |
| IRA Verizon Communications 228 sharesMerrill Lynch | investment | spouse | $0 – $29,999 | Not reported |
| IRA PGIM Total Return Bond FundMerrill Lynch | investment | spouse | $200,000 – $499,999 | Not reported |
| Cash IRA CD PNC Bank NA 4.20% 01/05/26Merrill Lynch | investment | spouse | $0 – $29,999 | Not reported |
| Cash IRA CD Merrick bank 4.10% 04/13/2026Merrill Lynch | investment | spouse | $0 – $29,999 | Not reported |
| IRA Lauder Est Cos Inc A 95 sharesMerrill Lynch | investment | spouse | $0 – $29,999 | Not reported |
| Virtus Ceredex large Cap value FundMerrill Lynch | investment | spouse | $30,000 – $59,999 | Not reported |
| IRA Hartford Schroders Intl Stock FundMerrill Lynch | investment | spouse | $30,000 – $59,999 | Not reported |
| IRA Vanguard Small Cap FundMerrill Lynch | investment | spouse | $0 – $29,999 | Not reported |
| IRA Vanguard FTSE Emerging FundMerrill Lynch | investment | spouse | $0 – $29,999 | Not reported |
| 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 |