| Ticker | Asset | Value |
|---|---|---|
| VOO | Merrill IRA 2 ⇒ Vanguard S&P 500 ETF EF | $100k–250k |
| QQQ | Merrill Lynch Non-Retirement Investment Account ⇒ Invesco QQQ Trust, Series 1 EF | $100k–250k |
| VOO | Merrill Lynch Non-Retirement Investment Account ⇒ Vanguard S&P 500 ETF EF | $100k–250k |
| — | Principal Investment Plus Variable Annuity ⇒ Principal Global Investors Bond Market Index Account MF | $100k–250k |
| — | Principal Investment Plus Variable Annuity ⇒ Principal Global Investors Large Cap S&P 500 Index Account MF | $100k–250k |
| — | Merrill IRA 2 ⇒ Bank of America, NA RASP IH | $50k–100k |
| QQQ | Merrill IRA 2 ⇒ Invesco QQQ Trust, Series 1 EF | $50k–100k |
| — | Merrill Lynch Non-Retirement Investment Account ⇒ Bank of America, NA BA | $50k–100k |
| IWM | Merrill Lynch Non-Retirement Investment Account ⇒ iShares Russell 2000 ETF EF | $50k–100k |
| SPY | Merrill Lynch Non-Retirement Investment Account ⇒ SPDR S&P 500 EF | $50k–100k |
| — | Merrill IRA 2 ⇒ AB Large Cap Growth Fund MF | $15k–50k |
| GSIMX | Merrill IRA 2 ⇒ Goldman Sachs GQG Partners International Opportunities Fund Institutional Shares MF | $15k–50k |
| RSP | Merrill IRA 2 ⇒ Invesco S&P 500 Equal Weight ETF ST | $15k–50k |
| — | Merrill IRA 2 ⇒ iShares Russell 2000 Growth ETF EF | $15k–50k |
| SHV | Merrill IRA 2 ⇒ iShares Short Treasury Bond ETF EF | $15k–50k |
| — | Merrill IRA 2 ⇒ Loomis Sayles Growth Fund MF | $15k–50k |
| — | Merrill IRA 2 ⇒ MFS Value Fund MF | $15k–50k |
| XLE | Merrill IRA 2 ⇒ SPDR Select Sector Fund - Energy Select Sector ST | $15k–50k |
| APGYX | Merrill Lynch Non-Retirement Investment Account ⇒ AB Large Cap Growth Fund, Inc. - Advisor Class MF | $15k–50k |
| WMBIX | Merrill Lynch Non-Retirement Investment Account ⇒ Allspring Fd, Municipal Bond Inst MF | $15k–50k |
| FROGX | Merrill Lynch Non-Retirement Investment Account ⇒ Fidelity Advisor Municipal Income Fund: Class I MF | $15k–50k |
| RSP | Merrill Lynch Non-Retirement Investment Account ⇒ Invesco S&P 500 Equal Weight ETF EF | $15k–50k |
| SHV | Merrill Lynch Non-Retirement Investment Account ⇒ iShares 0-1 Year Treasury Bond ETF EF | $15k–50k |
| IEI | Merrill Lynch Non-Retirement Investment Account ⇒ iShares 3-7 Year Treasury Bond ETF EF | $15k–50k |
| LSGRX | Merrill Lynch Non-Retirement Investment Account ⇒ Loomis Sayles Funds - Growth Fund Class Y MF | $15k–50k |
| Ticker | Amount | Traded | Disclosed | ||
|---|---|---|---|---|---|
| sold (part) | IBM | $1k–15k | 2026-08-24 | 2026-09-01 | filing · analyze |
| sold (part) | IBM | $1k–15k | 2026-08-24 | 2026-09-01 | filing · analyze |
| sold | CB | $15k–50k | 2026-08-19 | 2026-09-01 | filing · analyze |
| bought | MRK | $15k–50k | 2026-08-19 | 2026-09-01 | filing · analyze |
| bought | MRK | $15k–50k | 2026-08-19 | 2026-09-01 | filing · analyze |
| sold (part) | MRNA | $1k–15k | 2026-08-19 | 2026-09-01 | filing · analyze |
| bought | MRNA | $1k–15k | 2026-08-19 | 2026-09-01 | filing · analyze |
| sold | QCOM | $1k–15k | 2026-08-19 | 2026-09-01 | filing · analyze |
| sold | QCOM | $1k–15k | 2026-08-12 | 2026-09-01 | filing · analyze |
| bought | SPCX | $1k–15k | 2026-08-12 | 2026-09-01 | filing · analyze |
| bought | SPCX | $1k–15k | 2026-08-12 | 2026-09-01 | filing · analyze |
| bought child | BRK.B | $1k–15k | 2026-08-07 | 2026-09-01 | filing · analyze |
| bought child | BRK.B | $1k–15k | 2026-07-28 | 2026-08-01 | filing · analyze |
| bought | BRK.B | $15k–50k | 2026-07-28 | 2026-08-01 | filing · analyze |
| sold | CARR | $15k–50k | 2026-07-28 | 2026-08-01 | filing · analyze |
| sold | CARR | $1k–15k | 2026-07-28 | 2026-08-01 | filing · analyze |
| bought | CB | $15k–50k | 2026-07-01 | 2026-08-01 | filing · analyze |
| bought | CB | $15k–50k | 2026-07-01 | 2026-08-01 | filing · analyze |
| bought | VOYG | $15k–50k | 2026-06-15 | 2026-07-01 | filing · analyze |
| bought | BEP | $1k–15k | 2026-06-04 | 2026-07-01 | filing · analyze |
| bought | BEP | $15k–50k | 2026-06-04 | 2026-07-01 | filing · analyze |
| sold | UNH | $1k–15k | 2026-06-04 | 2026-07-01 | filing · analyze |
| bought | BEP | $1k–15k | 2026-06-03 | 2026-07-01 | filing · analyze |
| bought | BEP | $1k–15k | 2026-06-03 | 2026-07-01 | filing · analyze |
| sold child | BIIB | $15k–50k | 2026-06-02 | 2026-07-01 | filing · analyze |
| bought | BEP | $1k–15k | 2026-06-02 | 2026-07-01 | filing · analyze |
| bought | BEP | $1k–15k | 2026-06-02 | 2026-07-01 | filing · analyze |
| bought | CRM | $15k–50k | 2026-06-02 | 2026-07-01 | filing · analyze |
| bought | BEP | $1k–15k | 2026-05-29 | 2026-06-01 | filing · analyze |
| bought | IBM | $15k–50k | 2026-05-21 | 2026-06-01 | filing · analyze |
| bought | IBM | $15k–50k | 2026-05-21 | 2026-06-01 | filing · analyze |
| bought | DDOG | $1k–15k | 2026-05-19 | 2026-06-01 | filing · analyze |
| bought | DDOG | $15k–50k | 2026-05-19 | 2026-06-01 | filing · analyze |
| bought | QCOM | $15k–50k | 2026-05-13 | 2026-06-01 | filing · analyze |
| bought | QCOM | $1k–15k | 2026-05-13 | 2026-06-01 | filing · analyze |
| bought | BIIB | $1k–15k | 2026-05-12 | 2026-06-01 | filing · analyze |
| sold | SHW | $1k–15k | 2026-05-12 | 2026-06-01 | filing · analyze |
| sold | SHW | $1k–15k | 2026-05-12 | 2026-06-01 | filing · analyze |
| bought child | BIIB | $1k–15k | 2026-05-11 | 2026-06-01 | filing · analyze |
| bought | BIIB | $50k–100k | 2026-05-11 | 2026-06-01 | filing · analyze |
| sold | WHR | $1k–15k | 2026-05-11 | 2026-06-01 | filing · analyze |
| sold | WHR | $1k–15k | 2026-05-11 | 2026-06-01 | filing · analyze |
| bought | CARR | $1k–15k | 2026-05-01 | 2026-05-01 | filing · analyze |
| bought | CARR | $15k–50k | 2026-05-01 | 2026-05-01 | filing · analyze |
| bought | URI | $1k–15k | 2026-04-24 | 2026-05-01 | filing · analyze |
| bought | UNH | $1k–15k | 2026-04-22 | 2026-05-01 | filing · analyze |
| bought | UNH | $1k–15k | 2026-04-22 | 2026-05-01 | filing · analyze |
| bought | SHW | $15k–50k | 2026-04-20 | 2026-05-01 | filing · analyze |
| bought | SHW | $1k–15k | 2026-04-20 | 2026-05-01 | filing · analyze |
| sold child | AMGN | $15k–50k | 2026-04-17 | 2026-05-01 | filing · analyze |
| bought | MSFT | $15k–50k | 2026-04-17 | 2026-05-01 | filing · analyze |
| bought | VOYG | $1k–15k | 2026-04-14 | 2026-05-01 | filing · analyze |
| bought | MRVL | $15k–50k | 2026-04-06 | 2026-05-01 | filing · analyze |
| bought | CRM | $15k–50k | 2026-04-06 | 2026-05-01 | filing · analyze |
| bought | FDX | $1k–15k | 2026-03-25 | 2026-04-01 | filing · analyze |
| bought | URI | $1k–15k | 2026-03-25 | 2026-04-01 | filing · analyze |
| bought child | AMGN | $15k–50k | 2026-03-24 | 2026-04-01 | filing · analyze |
| bought | GE | $1k–15k | 2026-03-24 | 2026-04-01 | filing · analyze |
| bought | HON | $15k–50k | 2026-03-24 | 2026-04-01 | filing · analyze |
| bought | BA | $15k–50k | 2026-03-19 | 2026-04-01 | filing · analyze |
| bought | BA | $1k–15k | 2026-03-19 | 2026-04-01 | filing · analyze |
| bought | CSCO | $1k–15k | 2026-03-19 | 2026-04-01 | filing · analyze |
| bought | CSCO | $15k–50k | 2026-03-19 | 2026-04-01 | filing · analyze |
| bought | C | $15k–50k | 2026-03-19 | 2026-04-01 | filing · analyze |
| bought | C | $1k–15k | 2026-03-19 | 2026-04-01 | filing · analyze |
| bought | GLW | $15k–50k | 2026-03-19 | 2026-04-01 | filing · analyze |
| bought | GLW | $15k–50k | 2026-03-19 | 2026-04-01 | filing · analyze |
| bought | FDX | $15k–50k | 2026-03-19 | 2026-04-01 | filing · analyze |
| bought | GS | $15k–50k | 2026-03-19 | 2026-04-01 | filing · analyze |
| bought | GS | $15k–50k | 2026-03-19 | 2026-04-01 | filing · analyze |
| bought | NVR | $1k–15k | 2026-03-19 | 2026-04-01 | filing · analyze |
| bought | PTON | $1k–15k | 2026-03-19 | 2026-04-01 | filing · analyze |
| bought | PTON | $1k–15k | 2026-03-19 | 2026-04-01 | filing · analyze |
| bought | RH | $15k–50k | 2026-03-19 | 2026-04-01 | filing · analyze |
| bought | RH | $15k–50k | 2026-03-19 | 2026-04-01 | filing · analyze |
| bought | ULTA | $15k–50k | 2026-03-19 | 2026-04-01 | filing · analyze |
| bought | VG | $1k–15k | 2026-03-19 | 2026-04-01 | filing · analyze |
| bought | WHR | $15k–50k | 2026-03-19 | 2026-04-01 | filing · analyze |