Rows tagged
paper come from filings made on paper — image-only scans with no machine-readable text,
recovered by transcription (the open kadoa dataset) or a vision model. Check the linked filing before relying on any of them.
Holdings & net worth 2024 annual report
$1,698,024, somewhere in $906,046 to $2,490,002.
Members disclose every figure as a bracket, so that range is the real answer and the headline number is just its midpoint.
It is not their net worth: a personal residence isn't reportable but the mortgage on it is, so a member with a
house and a mortgage books the debt and not the house.
Treat it as a floor on what they've disclosed, nothing more.
Ticker
Asset
Value
—
Chase Savings & CD BA
$100k–250k
—
Call 6/20/25 Franklin Dynatech MF
$100k–250k
—
No interest earned yet Morgan Stanley cd BA
$100k–250k
—
US Treasury Bill BA
$100k–250k
—
Redeemed Con Edison Thrift Savings Account ⇒ Vanguard Primecap Fund Admiral OT