| Ticker | Asset | Value |
|---|
| — joint |
American Express Savings BA |
$1.0M–5M |
| — joint |
Fidelity Brokerage ⇒ Fidelity Total Mkt Index FID Advantage EF |
$1.0M–5M |
| — joint |
Fidelity Brokerage ⇒ IShares S&P 500 EF |
$1.0M–5M |
| — joint |
Fidelity Brokerage ⇒ Fidelity Government Money Market MF |
$500k–1M |
| — joint |
Fidelity Brokerage ⇒ Fidelity 2022 Private Equity Multi Strategy HE |
$250k–500k |
| — joint |
Fidelity Brokerage ⇒ Fidelity Capital Appreciation EF |
$250k–500k |
| — joint |
Fidelity Brokerage ⇒ Fidelity International Discovery EF |
$250k–500k |
| — joint |
Fidelity Brokerage ⇒ Fidelity Intl Cap Appreciation EF |
$250k–500k |
| — |
Fidelity Rollover IRA ⇒ Fidelity Total Mkt Index FID Advantage EF |
$250k–500k |
| — joint |
Chase Workplace Checking BA |
$100k–250k |
| — |
Empower Aggressive Profile Fund IH |
$100k–250k |
| — joint |
Fidelity Brokerage ⇒ Columbia Contrarian Core Fund EF |
$100k–250k |
| — joint |
Fidelity Brokerage ⇒ Fidelity International Small Cap EF |
$100k–250k |
| — joint |
Fidelity Brokerage ⇒ GS Small Cap Value EF |
$100k–250k |
| MSFT joint |
Fidelity Brokerage ⇒ Microsoft Corporation ST |
$100k–250k |
| — |
Sold entire position on 11/3/25 Fidelity Rollover IRA ⇒ Fidelity Blue Chip Value EF |
$100k–250k |
| — |
Sold entire position 9/16/25 Fidelity Rollover IRA ⇒ Fidelity Intl Cap Appreciation EF |
$100k–250k |
| — spouse |
Sold entire position 9/16/25 Spouse IRA ⇒ Fidelity Magellan MF |
$100k–250k |
| — joint |
Sold entire position on 9/16/25 Fidelity Brokerage ⇒ Fidelity Pacific Basin EF |
$50k–100k |
| — joint |
Fidelity Brokerage ⇒ Private Equity Multi-Strategy Fund III HE |
$50k–100k |
| — |
Sold entire position 9/16/25 Fidelity Rollover IRA ⇒ Fidelity Total Bond EF |
$50k–100k |
| — |
Sold entire position 10/9/25 Fidelity Rollover IRA ⇒ Hennessy Cornerstone Growth Inv EF |
$50k–100k |
| — |
Fidelity Self-Employed 401(k) ⇒ Columbia Select Large Cap Equity EF |
$50k–100k |
| — |
Sold entire position 9/16/25 Fidelity Self-Employed 401(k) ⇒ Fidelity Cash Reserves BA |
$50k–100k |
| — joint |
Chase Savings Account BA |
$15k–50k |