| Ticker | Asset | Value |
|---|
| STT spouse |
Fidelity Brokerage - MG ⇒ State Street Corporation Common Stock RS |
$250k–500k |
| STT spouse |
Fidelity Brokerage - MG ⇒ Deferred Unit - State Street Corporation Common Stock OT |
$100k–250k |
| SUSA |
Merrill Lynch Brokerage - JA ⇒ iShares MSCI USA ESG Select ETF EF |
$100k–250k |
| — |
Merrill Lynch Brokerage - JA ⇒ ML Bank Deposit Program BA |
$100k–250k |
| SPYX |
Merrill Lynch Brokerage - JA ⇒ SPDR S&P 500 Fossil Fuel Reserves Free ETF EF |
$100k–250k |
| ARAIX spouse |
Merrill Lynch Roth IRA - MG ⇒ Ariel Fund Instl Cl MF |
$100k–250k |
| SUSA spouse |
Merrill Lynch Roth IRA - MG ⇒ iShares MSCI USA ESG Select ETF EF |
$100k–250k |
| SPYX spouse |
Merrill Lynch Roth IRA - MG ⇒ SPDR S&P 500 Fossil Fuel Reserves Free ETF EF |
$100k–250k |
| SPYX |
SPDR S&P 500 Fossil Fuel Reserves Free ETF EF |
$100k |
| — spouse |
Bank of America Savings - MG BA |
$50k–100k |
| FBAFX child |
529 DC1 ⇒ American Balanced Fund - Class 529-F-2 MF |
$50k–100k |
| FFXFX child |
529 DC1 ⇒ American Funds Fundamental Investors - Class 529-F-2 MF |
$50k–100k |
| FCWGX child |
529 DC1 ⇒ Capital World Growth and Income Fund - Class 529-F-2 MF |
$50k–100k |
| FNEEX child |
529 DC1 ⇒ The New Economy Fund - Class 529-F-2 MF |
$50k–100k |
| FWMMX child |
529 DC1 ⇒ Washington Mutual Investors Fund - Class 529-F-2 MF |
$50k–100k |
| FBAFX child |
529 DC2 ⇒ American Balanced Fund - Class 529-F-2 MF |
$50k–100k |
| FFXFX child |
529 DC2 ⇒ American Funds Fundamental Investors - Class 529-F-2 MF |
$50k–100k |
| FBAFX child |
529 DC3 ⇒ American Balanced Fund - Class 529-F-2 MF |
$50k–100k |
| SSDLX spouse |
Fidelity - State Street Salary Savings Program ⇒ State Street Target Retirement 2050 Fund Class K MF |
$50k–100k |
| STT spouse |
Fidelity Brokerage - MG ⇒ State Street Corporation Common Stock ST |
$50k–100k |
| ESML |
Merrill Lynch Brokerage - JA ⇒ iShares ESG Aware MSCI USA Small-Cap ETF EF |
$50k–100k |
| VSGX |
Merrill Lynch Brokerage - JA ⇒ Vanguard ESG International Stock ETF EF |
$50k–100k |
| SUSA spouse |
Merrill Lynch Brokerage - MG ⇒ iShares MSCI USA ESG Select ETF EF |
$50k–100k |
| SUSA spouse |
Merrill Lynch IRA - MG ⇒ iShares MSCI USA ESG Select ETF EF |
$50k–100k |
| SCIEX spouse |
Merrill Lynch Roth IRA - MG ⇒ Hartford Schroders International Stock Fund MF |
$50k–100k |