John Jovanovic
Reported Asset Values
$20M–$55M+
The data on this page comes from a financial disclosure filed by John Jovanovic, who was picked to be: President and Chairman of the Board of Directors, Export-Import Bank. It is part of a collection of thousands of ethics documents ProPublica has been collecting from across the Trump administration.
Roles Outside Government
Officials are required to disclose paid or unpaid positions they hold or recently held outside the federal government, including roles as officer, director, trustee or employee. (Form 278e, Part 1)
| Organization | Position held | Endnote | Line No. |
|---|---|---|---|
| Asplundh Tree Expert, LLC (Infrastructure Services Company) | Chief Strategy Officer, 4/2024 - Present | 1 | |
| JODA Holdings Group, LP (Jovanovic Family Office) | General Partner, 2/2019 - Present | 2 | |
| JODA Enterprises GP, LLC (Jovanovic Family Office General Partner) | Manager, 2/2019 - Present | 3 | |
| JODA Organization, LLC (Administrative Services Company) | Manager, 2/2019 - Present | 4 | |
| Emerald City Media, LLC (Media and Consumer Products Company) | Manager, 2/2019 - Present | 5 | |
| JODA Media, LLC (Dormant Entity, Not Active) | Manager, 1/2019 - Present | 6 | |
| JODA IP, LLC (Owns Intellectual Property in Developmental stage, no value) | Manager, 7/2019 - Present | 7 | |
| Nova Fleet, LLC (Energy Investment Company) | Chief Executive Officer, 10/2021 - 4/2025 | 8 | |
| Nova Fleet Foundry, LLC (Dormant Entity, Not Active) | Manager, 10/2021 - 4/2025 | 9 | |
| Nova Fleet Holdings, LLC (Dormant Entity, Not Active) | Manager, 10/2021 - 4/2025 | 10 | |
| JODA Holdings Group, LLC (Rental Real Estate Company) | Manager, 2/2017 - Present | 11 | |
| Tiger Path, LLC (Jovanovic Children's Trust Investment Vehicle) | Manager, 7/2011 - Present | 12 | |
| Tiger Path Ventures, LLC (Jovanovic Passive Investment Vehicle) | Manager, 10/2017 - Present | 13 | |
| Golden Gator Road Holdings, LLC (Holding Company for Primary Residences) | Manager, 10/2017 - Present | 14 | |
| Concordia | Senior Advisor, 1/2019 - Present | 15 | |
| Atlantic Council's Europe Center | Senior Advisor, 9/2022 - 4/2025 | 16 |
Employment Assets
Officials are required to disclose assets associated with their employment, including salary, retirement accounts, stocks, intellectual property and awards or prizes. (Form 278e, Part 2)
| Description | Value | Income | Income Type | Endnote | Line No. |
|---|---|---|---|---|---|
| Asplundh Tree Expert, LLC (Infrastructure Services Company) | $588K | Salary/Bonus | 1 | ||
| Asplundh Tree Expert, LLC, unvested phantom stock (value not readily ascertainable) | None (or less than $201) | The current time-vested value of this phantom stock is $0; the equivalent stock (as of 11/30/2024) was over $50 million. | 1.1 | ||
| Asplundh Tree Expert, LLC (Infrastructure Services Company), anticipated bonus | $100K - $250K | None (or less than $201) | 1.2 | ||
| Daphne Oz Inc. 401K (Media Company) | 2 | ||||
| Apple, Inc. (AAPL) | $1,001 - $15,000 | None (or less than $201) | 2.1 | ||
| Amazon.com, Inc. (AMZN) | $1,001 - $15,000 | None (or less than $201) | 2.2 | ||
| ALPHABET INC CLASS A (AAPL) | $1,001 - $15,000 | None (or less than $201) | 2.3 | ||
| Microsoft Corp. (MSFT) | $1,001 - $15,000 | None (or less than $201) | 2.4 | ||
| SCHWAB FUNDAMNTL INTRNL EQT ETF (FNDT) | None (or less than $1,001) | None (or less than $201) | 2.5 | ||
| ISHARES CORE S&P MID CAPETF (IJH) | None (or less than $1,001) | None (or less than $201) | 2.6 | ||
| IShares Core S&P Small CAP ETF (IJR) | None (or less than $1,001) | None (or less than $201) | 2.7 | ||
| Vanguard Dividend Appreciation ETF (VIG) | None (or less than $1,001) | None (or less than $201) | 2.8 | ||
| FIDELITY SELECT MEDICAL TECH AND DEVCS (FSMEX) | $1,001 - $15,000 | None (or less than $201) | 2.9 | ||
| GQG PARTNERS US SELECT QUALITY EQ INV (GQEIX) | $1,001 - $15,000 | None (or less than $201) | 2.10 | ||
| GOLDMAN SACHS GQG PT NRS INTL OPPS A (GSIHX) | None (or less than $1,001) | None (or less than $201) | 2.11 | ||
| US Brokerage Money Market Account (cash) | None (or less than $1,001) | None (or less than $201) | 2.12 | ||
| John Jovanovic Rollover IRA | 3 | ||||
| Apple, Inc. (AAPL) | $15,001 - $50,000 | None (or less than $201) | 3.1 | ||
| Amazon.com, Inc. (AMZN) | $1,001 - $15,000 | None (or less than $201) | 3.2 | ||
| Alphabet Inc Class A (GOOGL) | $1,001 - $15,000 | None (or less than $201) | 3.3 | ||
| Microsoft Corp. (MSFT) | $1,001 - $15,000 | None (or less than $201) | 3.4 | ||
| JPMORGAN INCOME ETF (JPIE) | $1,001 - $15,000 | None (or less than $201) | 3.5 | ||
| ISHARES SEMICONDUCTOR ETF (SOXX) | $1,001 - $15,000 | None (or less than $201) | 3.6 | ||
| T ROWE PRICE FLOATING RATE ETF (TFLR) | $1,001 - $15,000 | None (or less than $201) | 3.7 | ||
| FIDELITY SELECT MEDICAL TECH AND DEVCS (FSMEX) | $1,001 - $15,000 | None (or less than $201) | 3.8 | ||
| Parnassus Core Equity Fund Institutional Shares (PRILX) | $1,001 - $15,000 | None (or less than $201) | 3.9 | ||
| Schwab Value Advantage Money Fund Investor Class Shares (SWVXX) | $1,001 - $15,000 | None (or less than $201) | 3.10 | ||
| US Brokerage Money Market Account (cash) | $1,001 - $15,000 | None (or less than $201) | 3.11 |
Employment Agreements
Officials are required to disclose agreements relating to other jobs, including what will happen with any small businesses they own during government service and any continued health care coverage, planned leaves of absence, severance or bonuses. (Form 278e, Part 3)
| Organization | Agreement | Endnote | Line No. |
|---|---|---|---|
| Daphne Oz Inc. | I will continue to participate in this defined contribution plan, but the plan sponsor no longer makes contributions. (2019-03-01) | 1 | |
| Asplundh Tree Expert, LLC (Infrastructure Services Company) | Pursuant to my employment agreement, I receive a performance-based bonus for services rendered. In 2025, I will receive a pro-rated share of bonus based on my services to the company up to the date of my departure. This bonus will be paid prior to my assuming the duties of the position of President and Chairman of the Board of Directors. (2024-04-01) | 2 | |
| Asplundh Tree Expert, LLC (Infrastructure Services Company) | I participate in a time-vested phantom stock plan, but they are currently unvested and will not vest to me before I resign due to appointment to the Government. Therefore, upon separation, I will forfeit all unvested phantom stock interests. (2024-04-01) | 3 |
Compensation
Officials are required to disclose the sources of any compensation above $5,000 in a year. (Form 278e, Part 4)
| Organization | Description | Endnote | Line No. |
|---|---|---|---|
| Asplundh Tree Expert, LLC (Infrastructure Services Company) | Services as Chief Strategy Officer | 1 |
Spouse’s Assets
Officials are required to disclose their spouse’s assets, including salary and retirement accounts worth more than $1,000. (Form 278e, Part 5)
| Description | Value | Income | Income Type | Endnote | Line No. |
|---|---|---|---|---|---|
| IRA #1 (Self-directed) | 1 | ||||
| AMERICAN BALANCED FUND CLASS A (ABALX) | $15,001 - $50,000 | None (or less than $201) | 1.1 | ||
| BLACKROCK GLOBAL ALLOCATION FD INC CL A (MDLOX) | $1,001 - $15,000 | None (or less than $201) | 1.2 | ||
| U.S. bank sweep account | $1,001 - $15,000 | None (or less than $201) | 1.3 | ||
| IRA #2 (Self-directed) | 2 | ||||
| AB ALL MARKET TOTAL RETURN PORTFOLIO CL A (ABWAX) | $15,001 - $50,000 | None (or less than $201) | 2.1 | ||
| U.S. bank sweep account | None (or less than $1,001) | None (or less than $201) | 2.2 | ||
| IRA #3 (broker-managed) | 3 | ||||
| FIDELITY SALEM STR TR FIDELITY 500 INDEX FUND (FXAIX) | $50,001 - $100K | None (or less than $201) | 3.1 | ||
| SIX CIRCLES TR GLOBAL BD FD (CGLBX) | $50,001 - $100K | None (or less than $201) | 3.2 | ||
| SIX CIRCLES TR U S UNCONSTRAINED EQUITY FD (CUSUX) | $15,001 - $50,000 | None (or less than $201) | 3.3 | ||
| SIX CIRCLES TR INTL UNCONSTRAINED EQUITY FD (CIUEX) | $15,001 - $50,000 | None (or less than $201) | 3.4 | ||
| VANGUARD CHARLOTTE FDS TOTAL INTL BD INDEX FD ADMIRAL CL (VTABX) | $15,001 - $50,000 | None (or less than $201) | 3.5 | ||
| SIX CIRCLES TRUST CREDIT OPPORTUNITIES FUND (CRDOX) | $1,001 - $15,000 | None (or less than $201) | 3.6 | ||
| VANGUARD SCOTTSDALE FUNDS VANGUARD MORTGAGE-BACKED SECURITIES ETF (VMBS) | $1,001 - $15,000 | None (or less than $201) | 3.7 | ||
| J P MORGAN EXCHANGE TRADED FD TR BETABUILDERS JAPAN ETF NEW (BBJP) | $1,001 - $15,000 | None (or less than $201) | 3.8 | ||
| SIX CIRCLES TR MULTI STRATEGY FD (CALTX) | $1,001 - $15,000 | None (or less than $201) | 3.9 | ||
| Vanguard Intermediate-Term Corporate Bond Index Fund ETF Class Shares (VCIT) | $1,001 - $15,000 | None (or less than $201) | 3.10 | ||
| LORD ABBETT INVT TR SHORT DURATION INCOME FD CL F3 (LOLDX) | $1,001 - $15,000 | None (or less than $201) | 3.11 | ||
| J P MORGAN EXCHANGE TRADED FD TR BETABUILDERS CDA ETF NEW (BBCA) | $1,001 - $15,000 | None (or less than $201) | 3.12 | ||
| BLACKSTONE ALTRNTV INVT FDS ALTRNTV MULTI STRTGY FD CL Y (BXMYX) | $1,001 - $15,000 | None (or less than $201) | 3.13 | ||
| U.S. bank sweep account | $1,001 - $15,000 | None (or less than $201) | 3.14 | ||
| J P MORGAN EXCHANGE TRADED FD TR BETABUILDERS DEVELOPED ASIA PACIFIC EX JAPAN ETF (BBAX) | $1,001 - $15,000 | None (or less than $201) | 3.15 | ||
| Vanguard Total International Bond Index Fund ETF Shares (BNDX) | $1,001 - $15,000 | None (or less than $201) | 3.16 | ||
| PIMCO MORTGAGE OPPORTUNITIES AND BOND FUND INST (PMZIX) | $1,001 - $15,000 | None (or less than $201) | 3.17 | ||
| SIX CIRCLES TR ULTRA SHORT DURATION FD (CUSDX) | $1,001 - $15,000 | None (or less than $201) | 3.18 | ||
| PIMCO INCOME FD INSTL CL (PIMIX) | $1,001 - $15,000 | None (or less than $201) | 3.19 | ||
| VANGUARD BOND INDEX FD INC TOTAL BD MARKET IDX FDADMIRAL (VBTLX) | $1,001 - $15,000 | None (or less than $201) | 3.20 | ||
| ISHARES TRUST ISHARES 7 10 YEAR TREASURY BOND ETF (IEF) | $1,001 - $15,000 | None (or less than $201) | 3.21 | ||
| NEUBERGER BERMAN ALTERNATIVE FDS LONG SHORT FD INSTL CL (NLSIX) | $1,001 - $15,000 | None (or less than $201) | 3.22 | ||
| VANGUARD TOTAL BOND MARKET ETF (BND) | None (or less than $1,001) | None (or less than $201) | 3.23 | ||
| 401K DAPHNE OZ INC. | 4 | ||||
| Amazon.com, Inc. (AMZN) | $1,001 - $15,000 | None (or less than $201) | 4.1 | ||
| Alphabet, Inc. (GOOG) | $1,001 - $15,000 | None (or less than $201) | 4.2 | ||
| Apple, Inc. (AAPL) | $1,001 - $15,000 | None (or less than $201) | 4.3 | ||
| Microsoft Corp. (MSFT) | $1,001 - $15,000 | None (or less than $201) | 4.4 | ||
| Fidelity Medical Technology and Devices Portfolio (FSMEX) | $1,001 - $15,000 | None (or less than $201) | 4.5 | ||
| GQG Partners US Select Quality Equity Fund Investor Class Shares (GQEPX) | $1,001 - $15,000 | None (or less than $201) | 4.6 | ||
| Goldman Sachs GQG Partners International Opportunities Fund Class A Shares (GSIHX) | None (or less than $1,001) | None (or less than $201) | 4.7 | ||
| Vanguard Dividend Appreciation Index Fund ETF Class Shares (VIG) | None (or less than $1,001) | None (or less than $201) | 4.8 | ||
| Schwab Fundamental International Large Company Index ETF (FNDF) | None (or less than $1,001) | None (or less than $201) | 4.9 | ||
| Ishares Core S&P Mid-Cap ETF (IJH) | None (or less than $1,001) | None (or less than $201) | 4.10 | ||
| ISHARES Core S&P Small-Cap ETF (IJR) | None (or less than $1,001) | None (or less than $201) | 4.11 | ||
| Aftra, defined benefit plan (value not readily ascertainable) | None (or less than $201) | 5 |
Other Assets and Income
Officials are required to disclose other assets and sources of investment income belonging to them, their spouse or their dependent children. These include annuities, bonds, cash, college savings plans, farms, precious metals, real estate, stocks, trusts and wills. (Form 278e, Part 6)
| Description | Value | Income | Income Type | Endnote | Line No. |
|---|---|---|---|---|---|
| JODA Holdings Group, LP (Jovanovic Family Office) | 1 | ||||
| Margaux New York, Inc. (women's shoe company) | $100K - $250K | None (or less than $201) | 1.1 | ||
| "PROJECT 1972, INC. DBA Chief" (Woman's Private Club) | $1,001 - $15,000 | None (or less than $201) | 1.2 | ||
| SOUND POST CAPITAL GROWTH, LLC | 1.3 | ||||
| Loan to BeBop Technology, LLC (media software company) | $50,001 - $100K | None (or less than $201) | 1.3.1 | ||
| ICT HUB VENTURE DOO | 1.4 | ||||
| Loan to ICT Hub Venture DOO | $50,001 - $100K | None (or less than $201) | 1.4.1 | ||
| Emerald City Media, LLC (Media and Consumer Products Company) | $50,001 - $100K | $100K - $1M | Dividends | Value reflects cash in U.S. bank account | 1.5 |
| Monetized Social Media (Meta) (value not readily ascertainable) | Spouse social media income | 1.5.1 | |||
| Monetized Social Media (YouTube) (value not readily ascertainable) | Spouse social media income | 1.5.2 | |||
| U.S. Bank #1 (Cash) | $15,001 - $50,000 | None (or less than $201) | 1.6 | ||
| U.S. Bank #2 (Cash) | None (or less than $1,001) | None (or less than $201) | 1.7 | ||
| Nova Fleet, LLC (Energy Investment Company) | 1.8 | ||||
| Aircapture LLC | 1.8.1 | ||||
| Loan to Aircapture, LLC (carbon capture startup) | $100K - $250K | None (or less than $201) | 1.8.1.1 | ||
| Validere Technologies Ltd. (Energy Data Start-Up) | $250K - $500K | None (or less than $201) | 1.8.2 | ||
| Nova Fleet, LLC Bank Account (Energy Investment Company) (cash) | None (or less than $1,001) | None (or less than $201) | 1.8.3 | ||
| Asplundh Tree Expert, LLC (Infrastructure Services Company) | $15,001 - $50,000 | $1,001 - $2,500 | Dividends | Owned by Filer | 2 |
| Asplundh Tree Expert, LLC (Infrastructure Services Company) | $1M | $1M or more | Dividends | Owned by Filer's spouse | 3 |
| Asplundh Tree Expert, LLC (Infrastructure Services Company) | $50,001 - $100K | $1,001 - $2,500 | Dividends | Owned by Child 1 | 4 |
| Asplundh Tree Expert, LLC (Infrastructure Services Company) | $15,001 - $50,000 | $201 - $1,000 | Dividends | Owned by Child 2 | 5 |
| Tiger Path, LLC (Jovanovic Children's Trust Vehicle) | Owned by trusts benefitting children in the following percentages: 25% EMERALD TIGER 2019 TRUST, 25% EMERALD LION 2019 TRUST, 50% EMERALD GATOR 2019 TRUST | 6 | |||
| TQ Ventures II LP (Venture Capital Fund) (does not disclose underlying holdings) | $500K - $1M | None (or less than $201) | The fund’s assets are not disclosed due to a confidentiality agreement | 6.1 | |
| Private Technology Investments LLC | This is a SPV that holds equity in a single equity (XAI) | 6.2 | |||
| xAI (artificial intelligence company) | $100K - $250K | None (or less than $201) | 6.2.1 | ||
| Nova Fleet, LLC (Energy Investment Company) | $250K - $500K | None (or less than $201) | Holdings for this company are listed in Part 6 Line 1.8 (above). | 6.3 | |
| TP EDUCATION OPPORTUNITIES LLC (Special Needs Children's School) | $100K - $250K | None (or less than $201) | 6.4 | ||
| U.S. bank Account #3 (cash) | $15,001 - $50,000 | None (or less than $201) | 6.5 | ||
| U.S brokerage #3 | 6.6 | ||||
| U.S. Brokerage Cash Account | $1,001 - $15,000 | None (or less than $201) | 6.6.1 | ||
| SPDR S&P 500 Trust (SPY) | $15,001 - $50,000 | $201 - $1,000 | 6.6.2 | ||
| WisdomTree Europe Hedged (HEDJ) | $1,001 - $15,000 | $201 - $1,000 | 6.6.3 | ||
| Twilio (TWLO) | $1,001 - $15,000 | None (or less than $201) | 6.6.4 | ||
| Tiger Path, LLC Brokerage 2 | 6.7 | ||||
| Cheniere Energy, Inc. (LNG) | $50,001 - $100K | $2,501 - $5,000 | Dividends | 6.7.1 | |
| SPDR Consumer Discretionary Select Sector ETF (XLY) | $100K - $250K | $1,001 - $2,500 | 6.7.2 | ||
| Microsoft Corp (msft) | $100K - $250K | $1,001 - $2,500 | Capital Gains Dividends | 6.7.3 | |
| iShares PHLX SOX Semiconductor (SOXX) | $100K - $250K | $201 - $1,000 | 6.7.4 | ||
| Apple Inc (aapl) | $50,001 - $100K | $201 - $1,000 | Capital Gains Dividends | 6.7.5 | |
| Vanguard Communication Services (VOX) | $15,001 - $50,000 | $201 - $1,000 | 6.7.6 | ||
| Schwab Fundamental US Large Company Index ETF (FNDX) | $15,001 - $50,000 | $201 - $1,000 | 6.7.7 | ||
| Schwab Fundamental International Large Company Index ETF (FNDF) | $15,001 - $50,000 | $201 - $1,000 | 6.7.8 | ||
| Blackstone Inc (BX) | $15,001 - $50,000 | None (or less than $201) | 6.7.9 | ||
| Schwab US Mid Cap (SCHM) | $15,001 - $50,000 | $201 - $1,000 | 6.7.10 | ||
| ISHARES Core S&P Small-Cap ETF (IJR) | $15,001 - $50,000 | $201 - $1,000 | 6.7.11 | ||
| iShares Expanded Tech Software-Sector ETF (IGV) | $15,001 - $50,000 | None (or less than $201) | 6.7.12 | ||
| Devon Energy Corporation (DVN) | $1,001 - $15,000 | $201 - $1,000 | Capital Gains Dividends | 6.7.13 | |
| US Brokerage Money Market Account (cash) | $1,001 - $15,000 | None (or less than $201) | 6.7.14 | ||
| Epictetus Investments, LLC (Investment Vehicle) | 6.8 | ||||
| 26North Direct Lending Management LP (Private Equity) | $1,001 - $15,000 | None (or less than $201) | The fund’s assets are not disclosed due to a confidentiality agreement | 6.8.1 | |
| 26North BDC (Building Development Company) | $15,001 - $50,000 | None (or less than $201) | The fund’s assets are not disclosed due to a confidentiality agreement | 6.8.2 | |
| Declaration Real Estate Fund I, LP (Real Estate Investment Fund) | $250K - $500K | None (or less than $201) | The fund’s assets are not disclosed due to a confidentiality agreement | 6.8.3 | |
| Declaration Real Estate Fund II LP (Real Estate Investment Fund) | $50,001 - $100K | None (or less than $201) | The fund’s assets are not disclosed due to a confidentiality agreement | 6.8.4 | |
| TQ RO II SPV, LLC | 6.9 | ||||
| RO (Private Telehealth Company) | $1M - $5M | None (or less than $201) | 6.9.1 | ||
| Tiger Path Ventures, LLC (Jovanovic Passive Investments Company) | 7 | ||||
| Our Body Electric, Inc. (aka Obe Fitness online platform and wellness solutions) | $15,001 - $50,000 | None (or less than $201) | 7.1 | ||
| "Plant Tap, Inc., DBA Numilk" (Non-dairy milk company) | $15,001 - $50,000 | None (or less than $201) | 7.2 | ||
| "Art.sy, Inc., DBA Artsy" (Online art sales company) | $1,001 - $15,000 | None (or less than $201) | 7.3 | ||
| Sidekick A LP (Venture Capital Company) (doesn't disclose underlying holdings) | $500K - $1M | None (or less than $201) | The fund’s assets are not disclosed due to a confidentiality agreement | 7.4 | |
| Snacklins, Inc. (Healthy Snacks Company) | $15,001 - $50,000 | None (or less than $201) | 7.5 | ||
| SIDEKICK PARTNERS 3QC, LP (Venture Capital Company) (doesn't disclose underlying holdings) | $100K - $250K | None (or less than $201) | The fund’s assets are not disclosed due to a confidentiality agreement | 7.6 | |
| Tiger Path Ventures, LLC U.S. bank account (Jovanovic Passive Investments Company) | $1,001 - $15,000 | None (or less than $201) | 7.7 | ||
| Tiger Path Ventures, LLC Brokerage (Jovanovic Passive Investments Company) | 7.8 | ||||
| iShares Core S&P 500 (IVV) | $250K - $500K | $2,501 - $5,000 | 7.8.1 | ||
| Nvidia Corp (NVDA) | $100K - $250K | $50,001 - $100K | Capital Gains Dividends | 7.8.2 | |
| GQG Partners Global Quality Equity Instl (GQRIX) | $100K - $250K | $1,001 - $2,500 | 7.8.3 | ||
| GQG Partners US Select Quality Equity Instl (GQEIX) | $100K - $250K | $1,001 - $2,500 | 7.8.4 | ||
| VanEck Semiconductor (SMH) | $100K - $250K | $201 - $1,000 | 7.8.5 | ||
| iShares PHLX SOX Semiconductor (SOXX) | $50,001 - $100K | $201 - $1,000 | 7.8.6 | ||
| Eli Lilly and Company (LLY) | $15,001 - $50,000 | $201 - $1,000 | Capital Gains Dividends | 7.8.7 | |
| Invesco QQQ Trust Series 1 (QQQ) | $15,001 - $50,000 | None (or less than $201) | 7.8.8 | ||
| Apple, Inc. (AAPL) | $15,001 - $50,000 | None (or less than $201) | 7.8.9 | ||
| Vanguard Communication Services (VOX) | $15,001 - $50,000 | $201 - $1,000 | 7.8.10 | ||
| Vanguard Dividend Appreciation (VIG) | $15,001 - $50,000 | $201 - $1,000 | 7.8.11 | ||
| Schwab Fundamental US Large Company Index ETF (FNDX) | $15,001 - $50,000 | $201 - $1,000 | 7.8.12 | ||
| SPDR Consumer Discretionary Select Sector ETF (XLY) | $15,001 - $50,000 | None (or less than $201) | 7.8.13 | ||
| Schwab Fundamental International Large Company Index ETF (FNDF) | $1,001 - $15,000 | $201 - $1,000 | 7.8.14 | ||
| Blackstone Inc (BX) | $1,001 - $15,000 | None (or less than $201) | 7.8.15 | ||
| ISHARES Core S&P Small-Cap ETF (IJR) | $1,001 - $15,000 | None (or less than $201) | 7.8.16 | ||
| Ishares Core S&P Mid-Cap ETF (IJH) | $1,001 - $15,000 | None (or less than $201) | 7.8.17 | ||
| Schwab Treasury Obligations Money Fd Ultra (SCOXX) | $500K - $1M | $15,001 - $50,000 | 7.8.18 | ||
| U.S. Brokerage Money Market (cash) | $1,001 - $15,000 | None (or less than $201) | 7.8.19 | ||
| UTMA Brokerage Account Child 1 | 8 | ||||
| Parnassus Core Equity Fund Investor Shares (PRBLX) | $1,001 - $15,000 | None (or less than $201) | 8.1 | ||
| Apple, Inc. (AAPL) | $1,001 - $15,000 | None (or less than $201) | 8.2 | ||
| Microsoft Corp. (MSFT) | $1,001 - $15,000 | None (or less than $201) | 8.3 | ||
| Coho Relative Value Equity Fund Advisor Class Shares (COHOX) | $1,001 - $15,000 | None (or less than $201) | 8.4 | ||
| Alphabet, Inc. (GOOG) | $1,001 - $15,000 | None (or less than $201) | 8.5 | ||
| VanEck Vectors Semiconductor ETF (SMH) | $1,001 - $15,000 | None (or less than $201) | 8.6 | ||
| Amazon.com, Inc. (AMZN) | $1,001 - $15,000 | None (or less than $201) | 8.7 | ||
| Parnassus Endeavor Fund Investor Class Shares (PARWX) | $1,001 - $15,000 | None (or less than $201) | 8.8 | ||
| GQG Partners US Select Quality Equity Fund Investor Class Shares (GQEPX) | $1,001 - $15,000 | None (or less than $201) | 8.9 | ||
| Goldman Sachs GQG Partners International Opportunities Fund Class A Shares (GSIHX) | $1,001 - $15,000 | None (or less than $201) | 8.10 | ||
| Blackstone Inc. Common Stock (BX) | $1,001 - $15,000 | None (or less than $201) | 8.11 | ||
| Schwab US Mid-Cap ETF (SCHM) | $1,001 - $15,000 | None (or less than $201) | 8.12 | ||
| SCHWAB US SMALL-CAP ETF (SCHA) | $1,001 - $15,000 | None (or less than $201) | 8.13 | ||
| Baird Strategic Municipal Bond Fund Investor Class Shares (BSNSX) | $1,001 - $15,000 | $201 - $1,000 | 8.14 | ||
| Schwab Government Money Fund Sweep Class Shares (SWGXX) | $1,001 - $15,000 | $201 - $1,000 | 8.15 | ||
| 529 Account Child 1 (Utah) | 9 | ||||
| my529 Institutional Index (UTVLX) | $50,001 - $100K | None (or less than $201) | 9.1 | ||
| my529 Mid Cap Index (UTVMX) | $15,001 - $50,000 | None (or less than $201) | 9.2 | ||
| my529 Growth Index (UTVGX) | $15,001 - $50,000 | None (or less than $201) | 9.3 | ||
| my529 Small Cap Index (UTVSX) | $15,001 - $50,000 | None (or less than $201) | 9.4 | ||
| my529 Emerging Markets Stock Index (UTVEX) | $15,001 - $50,000 | None (or less than $201) | 9.5 | ||
| my529 Developed Markets Index (UTVDX) | $15,001 - $50,000 | None (or less than $201) | 9.6 | ||
| my529 International Growth (UTVWX) | $1,001 - $15,000 | None (or less than $201) | 9.7 | ||
| my529 FDIC-Insured Portfolio (UTFIX) | $50,001 - $100K | None (or less than $201) | 9.8 | ||
| my529 Total Bond Market Index (UTVBX) | $50,001 - $100K | None (or less than $201) | 9.9 | ||
| my529 Stable Value (UTPSVX) | $15,001 - $50,000 | None (or less than $201) | 9.10 | ||
| my529 Short-Term Investment-Grade (UTVAX) | $1,001 - $15,000 | None (or less than $201) | 9.11 | ||
| UTMA Brokerage Account Child 2 | 10 | ||||
| Microsoft Corp. (MSFT) | $1,001 - $15,000 | None (or less than $201) | 10.1 | ||
| Amazon.com, Inc. (AMZN) | $1,001 - $15,000 | None (or less than $201) | 10.2 | ||
| Apple, Inc. (AAPL) | $1,001 - $15,000 | None (or less than $201) | 10.3 | ||
| Alphabet, Inc. (GOOG) | $1,001 - $15,000 | None (or less than $201) | 10.4 | ||
| VanEck Vectors Semiconductor ETF (SMH) | $1,001 - $15,000 | None (or less than $201) | 10.5 | ||
| Goldman Sachs GQG Partners International Opportunities Fund Class A Shares (GSIHX) | $1,001 - $15,000 | None (or less than $201) | 10.6 | ||
| GQG Partners US Select Quality Equity Fund Investor Class Shares (GQEPX) | $1,001 - $15,000 | None (or less than $201) | 10.7 | ||
| Blackstone Inc. Common Stock (BX) | $1,001 - $15,000 | None (or less than $201) | 10.8 | ||
| Schwab Fundamental International Large Company Index ETF (FNDF) | $1,001 - $15,000 | None (or less than $201) | 10.9 | ||
| Schwab US Mid-Cap ETF (SCHM) | None (or less than $1,001) | None (or less than $201) | 10.10 | ||
| SCHWAB US SMALL-CAP ETF (SCHA) | None (or less than $1,001) | None (or less than $201) | 10.11 | ||
| Baird Strategic Municipal Bond Investor (BSNSX) | $1,001 - $15,000 | None (or less than $201) | 10.12 | ||
| U.S. brokerage account (Cash) | $1,001 - $15,000 | None (or less than $201) | 10.13 | ||
| 529 Account Child 2 (Utah) | 11 | ||||
| my529 Institutional Index (UTVLX) | $50,001 - $100K | None (or less than $201) | 11.1 | ||
| my529 Mid Cap Index (UTVMX) | $15,001 - $50,000 | None (or less than $201) | 11.2 | ||
| my529 Growth Index (UTVGX) | $50,001 - $100K | None (or less than $201) | 11.3 | ||
| my529 Small Cap Index (UTVSX) | $15,001 - $50,000 | $15,001 - $50,000 | 11.4 | ||
| my529 Developed Markets Index (UTVDX) | $15,001 - $50,000 | None (or less than $201) | 11.5 | ||
| my529 Emerging Markets Stock Index (UTVEX) | $15,001 - $50,000 | None (or less than $201) | 11.6 | ||
| my529 International Growth (UTVWX) | $1,001 - $15,000 | None (or less than $201) | 11.7 | ||
| my529 FDIC-Insured Portfolio (UTFIX) | $50,001 - $100K | None (or less than $201) | 11.8 | ||
| my529 Total Bond Market Index (UTVBX) | $15,001 - $50,000 | None (or less than $201) | 11.9 | ||
| my529 Stable Value (UTPSVX) | $15,001 - $50,000 | None (or less than $201) | 11.10 | ||
| my529 Short-Term Investment-Grade (UTVAX) | $1,001 - $15,000 | None (or less than $201) | 11.11 | ||
| UTMA Brokerage Account Child 3 | 12 | ||||
| Amazon.Com Inc (AMZN) | $1,001 - $15,000 | None (or less than $201) | 12.1 | ||
| Microsoft Corp (msft) | $1,001 - $15,000 | None (or less than $201) | 12.2 | ||
| Apple Inc (aapl) | $1,001 - $15,000 | None (or less than $201) | 12.3 | ||
| Parnassus Core Equity Fund Investor Shares (PRBLX) | $1,001 - $15,000 | None (or less than $201) | 12.4 | ||
| Schwab US Mid Cap (SCHM) | $1,001 - $15,000 | None (or less than $201) | 12.5 | ||
| SCHWAB US SMALL-CAP ETF (SCHA) | $1,001 - $15,000 | None (or less than $201) | 12.6 | ||
| Baird Strategic Municipal Bond Fund Investor Class Shares (BSNSX) | $1,001 - $15,000 | None (or less than $201) | 12.7 | ||
| U.S. brokerage account (Cash) | $1,001 - $15,000 | None (or less than $201) | 12.8 | ||
| 529 Account Child 3 (Utah) | 13 | ||||
| my529 Institutional Index (UTVLX) | $50,001 - $100K | None (or less than $201) | 13.1 | ||
| my529 Mid Cap Index (UTVMX) | $15,001 - $50,000 | None (or less than $201) | 13.2 | ||
| my529 Growth Index (UTVGX) | $15,001 - $50,000 | None (or less than $201) | 13.3 | ||
| my529 Small Cap Index (UTVSX) | $15,001 - $50,000 | None (or less than $201) | 13.4 | ||
| my529 Emerging Markets Stock Index (UTVEX) | $1,001 - $15,000 | None (or less than $201) | 13.5 | ||
| my529 Developed Markets Index (UTVDX) | $1,001 - $15,000 | None (or less than $201) | 13.6 | ||
| my529 International Growth (UTVWX) | $1,001 - $15,000 | None (or less than $201) | 13.7 | ||
| my529 FDIC-Insured Portfolio (UTFIX) | $50,001 - $100K | None (or less than $201) | 13.8 | ||
| my529 Total Bond Market Index (UTVBX) | $15,001 - $50,000 | None (or less than $201) | 13.9 | ||
| my529 Stable Value (UTPSVX) | $1,001 - $15,000 | None (or less than $201) | 13.10 | ||
| my529 Short-Term Investment-Grade (UTVAX) | $1,001 - $15,000 | None (or less than $201) | 13.11 | ||
| UTMA Brokerage Acount Child 4 | 14 | ||||
| Microsoft Corp. (MSFT) | $1,001 - $15,000 | None (or less than $201) | 14.1 | ||
| Amazon.com, Inc. (AMZN) | $1,001 - $15,000 | None (or less than $201) | 14.2 | ||
| Apple, Inc. (AAPL) | $1,001 - $15,000 | None (or less than $201) | 14.3 | ||
| Alphabet, Inc. (GOOG) | $1,001 - $15,000 | None (or less than $201) | 14.4 | ||
| VanEck Vectors Semiconductor ETF (SMH) | $1,001 - $15,000 | None (or less than $201) | 14.5 | ||
| Goldman Sachs GQG Partners International Opportunities Fund Class A Shares (GSIHX) | $1,001 - $15,000 | None (or less than $201) | 14.6 | ||
| GQG Partners US Select Quality Equity Fund Investor Class Shares (GQEPX) | $1,001 - $15,000 | None (or less than $201) | 14.7 | ||
| Blackstone Inc. Common Stock (BX) | $1,001 - $15,000 | None (or less than $201) | 14.8 | ||
| Schwab Fundamental International Large Company Index ETF (FNDF) | $1,001 - $15,000 | None (or less than $201) | 14.9 | ||
| Schwab US Mid-Cap ETF (SCHM) | None (or less than $1,001) | None (or less than $201) | 14.10 | ||
| SCHWAB US SMALL-CAP ETF (SCHA) | None (or less than $1,001) | None (or less than $201) | 14.11 | ||
| Baird Strategic Municipal Bond Fund Investor Class Shares (BSNSX) | $1,001 - $15,000 | None (or less than $201) | 14.12 | ||
| U.S. brokerage account (Cash) | $1,001 - $15,000 | None (or less than $201) | 14.13 | ||
| 529 Account Child 4 | 15 | ||||
| my529 Institutional Index (UTVLX) | $50,001 - $100K | None (or less than $201) | 15.1 | ||
| my529 Mid Cap Index (UTVMX) | $15,001 - $50,000 | None (or less than $201) | 15.2 | ||
| my529 Growth Index (UTVGX) | $15,001 - $50,000 | None (or less than $201) | 15.3 | ||
| my529 Small Cap Index (UTVSX) | $15,001 - $50,000 | None (or less than $201) | 15.4 | ||
| my529 Emerging Markets Stock Index (UTVEX) | $1,001 - $15,000 | None (or less than $201) | 15.5 | ||
| my529 Developed Markets Index (UTVDX) | $1,001 - $15,000 | None (or less than $201) | 15.6 | ||
| my529 International Growth (UTVWX) | $1,001 - $15,000 | None (or less than $201) | 15.7 | ||
| my529 FDIC-Insured Portfolio (UTFIX) | $50,001 - $100K | None (or less than $201) | 15.8 | ||
| my529 Total Bond Market Index (UTVBX) | $15,001 - $50,000 | None (or less than $201) | 15.9 | ||
| my529 Stable Value (UTPSVX) | $1,001 - $15,000 | None (or less than $201) | 15.10 | ||
| my529 Short-Term Investment-Grade (UTVAX) | $1,001 - $15,000 | None (or less than $201) | 15.11 | ||
| U.S. Brokerage account | 16 | ||||
| Schwab Treasury Obligations Money Fund Investor Class Shares (SNOXX) | $100K - $250K | $5,001 - $15,000 | 16.1 | ||
| U.S. Brokerage Money Market (cash) | None (or less than $1,001) | None (or less than $201) | 16.2 | ||
| U.S. Brokerage account | 17 | ||||
| Amazon.Com Inc (AMZN) | $100K - $250K | None (or less than $201) | 17.1 | ||
| Microsoft Corp (msft) | $100K - $250K | $201 - $1,000 | Capital Gains Dividends | 17.2 | |
| iShares Core S&P 500 (IVV) | $100K - $250K | $1,001 - $2,500 | 17.3 | ||
| Parnassus Core Equity Instl (PRILX) | $50,001 - $100K | $201 - $1,000 | 17.4 | ||
| PRIMECAP Odyssey Aggressive Growth (POAGX) | $50,001 - $100K | None (or less than $201) | 17.5 | ||
| Apple Inc (aapl) | $50,001 - $100K | $201 - $1,000 | Capital Gains Dividends | 17.6 | |
| Vanguard Total Stock Mkt Index Adm (VTSAX) | $15,001 - $50,000 | $201 - $1,000 | 17.7 | ||
| Alphabet Inc Class A (GOOGL) | $15,001 - $50,000 | None (or less than $201) | 17.8 | ||
| Ishares Core S&P Mid-Cap ETF (IJH) | $15,001 - $50,000 | $201 - $1,000 | 17.9 | ||
| UnitedHealth Group Inc (UNH) | $15,001 - $50,000 | $201 - $1,000 | Dividends | 17.10 | |
| First Eagle Global A (SGENX) | $1,001 - $15,000 | $201 - $1,000 | 17.11 | ||
| Vanguard High Dividend Yield (VYM) | $1,001 - $15,000 | $201 - $1,000 | 17.12 | ||
| GQG Partners Global Quality Equity Instl (GQRIX) | $15,001 - $50,000 | $201 - $1,000 | 17.13 | ||
| Schwab Fundamental International Large Company Index ETF (FNDF) | $15,001 - $50,000 | $1,001 - $2,500 | 17.14 | ||
| iShares Dow Jones US Financial Services Sector Index (IYG) | $1,001 - $15,000 | None (or less than $201) | 17.15 | ||
| Global X Fds Cloud Computing ETF (CLOU) | $1,001 - $15,000 | None (or less than $201) | 17.16 | ||
| Schwab US Large Cap ETF (SCHX) | $1,001 - $15,000 | None (or less than $201) | 17.17 | ||
| iShares Expanded Tech Software-Sector ETF (IGV) | $1,001 - $15,000 | None (or less than $201) | 17.18 | ||
| First Eagle Global A (SGENX) | $1,001 - $15,000 | None (or less than $201) | 17.19 | ||
| Schwab US Treasury Money Inv (SNSXX) | $15,001 - $50,000 | $1,001 - $2,500 | 17.20 | ||
| U.S. brokerage account (Cash) | $1,001 - $15,000 | None (or less than $201) | 17.21 | ||
| Schwab Value Advantage Money Fund (SWVXX) | $1,001 - $15,000 | None (or less than $201) | 17.22 | ||
| Grandchildren's Trust | Spouse is a beneficiary. As of May 1, 2025, the asset liquidation process was underway. It is expected that filer's spouse will not own these assets at the time of transmission to the Senate. | 18 | |||
| Grandchildren's Trust Brokerage | 18.1 | ||||
| AMG Boston Common Global Impact Fund (BRWIX) | $50,001 - $100K | $201 - $1,000 | 18.1.1 | ||
| Apple Inc (aapl) | $15,001 - $50,000 | None (or less than $201) | 18.1.2 | ||
| Parnassus Core Equity Instl (PRILX) | $15,001 - $50,000 | None (or less than $201) | 18.1.3 | ||
| Vanguard Total Stock Market (VTI) | $15,001 - $50,000 | $201 - $1,000 | 18.1.4 | ||
| Amazon.Com Inc (AMZN) | $1,001 - $15,000 | None (or less than $201) | 18.1.5 | ||
| Microsoft Corp (msft) | $1,001 - $15,000 | None (or less than $201) | 18.1.6 | ||
| PRIMECAP Odyssey Aggressive Growth (POAGX) | $1,001 - $15,000 | None (or less than $201) | 18.1.7 | ||
| Alphabet Inc Class C (GOOG) | $1,001 - $15,000 | None (or less than $201) | 18.1.8 | ||
| Alphabet Inc Class A (GOOGL) | $1,001 - $15,000 | None (or less than $201) | 18.1.9 | ||
| Schwab US Dividend Equity (SCHD) | $1,001 - $15,000 | $201 - $1,000 | 18.1.10 | ||
| UnitedHealth Group Inc (UNH) | $1,001 - $15,000 | None (or less than $201) | 18.1.11 | ||
| iShares Expanded Tech Software-Sector ETF (IGV) | $1,001 - $15,000 | None (or less than $201) | 18.1.12 | ||
| First Eagle Global A (SGENX) | $1,001 - $15,000 | None (or less than $201) | 18.1.13 | ||
| US Brokerage Money Market (Cash) | $1,001 - $15,000 | None (or less than $201) | 18.1.14 | ||
| Family Trust 1 | 19 | ||||
| Asplundh Tree Expert, LLC (Infrastructure Services Company) | $1M - $5M | $15,001 - $50,000 | Dividends | 19.1 | |
| Family Trust 1 Brokerage Account | 19.2 | ||||
| Amazon.Com Inc (AMZN) | $250K - $500K | None (or less than $201) | 19.2.1 | ||
| Schwab Total Stock Market Index (SWTSX) | $50,001 - $100K | $201 - $1,000 | 19.2.2 | ||
| Parnassus Core Equity Instl (PRILX) | $50,001 - $100K | $201 - $1,000 | 19.2.3 | ||
| Nvidia Corp (NVDA) | $50,001 - $100K | None (or less than $201) | 19.2.4 | ||
| Vanguard Total Stock Market (VTI) | $15,001 - $50,000 | $201 - $1,000 | 19.2.5 | ||
| Neuberger Berman Large Cap Value Fund Institutional (NBPIX) | $15,001 - $50,000 | $201 - $1,000 | 19.2.6 | ||
| Vanguard High Dividend Yield (VYM) | $15,001 - $50,000 | $201 - $1,000 | 19.2.7 | ||
| Alphabet Inc Class A (GOOGL) | $15,001 - $50,000 | None (or less than $201) | 19.2.8 | ||
| Alphabet Inc Class C (GOOG) | $15,001 - $50,000 | None (or less than $201) | 19.2.9 | ||
| Schwab US Treasury Money Inv (SNSXX) | $50,001 - $100K | $1,001 - $2,500 | 19.2.10 | ||
| US Brokerage Money Market (Cash) | $1,001 - $15,000 | None (or less than $201) | 19.2.11 | ||
| Family Trust 1 Tactical Brokerage Account | 19.3 | ||||
| American High Income F3 (HIGFX) | $250K - $500K | $15,001 - $50,000 | 19.3.1 | ||
| Blackrock Floating Rate Income Instl (BFRIX) | $250K - $500K | $15,001 - $50,000 | 19.3.2 | ||
| US brokerage account (cash) | None (or less than $1,001) | None (or less than $201) | 19.3.3 | ||
| Emerald Oaks, LLC | Filer owns 8.33% of the assets of Emerald Oaks LCC and its assets. | 19.4 | |||
| Emerald Oaks Farm Okeechobee, FL (livestock and landscaping plant products) | $500K - $1M | $50,001 - $100K | Dividends | 19.4.1 | |
| Emerald Oaks US bank account (cash) | $1,001 - $15,000 | None (or less than $201) | 19.4.2 | ||
| Family Trust 2 | None (or less than $201) | 20 | |||
| Bilt Technologies, Inc (Credit Card Company) | $100K - $250K | None (or less than $201) | 20.1 | ||
| Kairos HQ (Company Building Products in Healthcare and Sousing Sectors) | $100K - $250K | None (or less than $201) | 20.2 | ||
| 26North BDC, Inc. (Building Development Company) | $50,001 - $100K | None (or less than $201) | The fund’s assets are not disclosed due to a confidentiality agreement | 20.3 | |
| 26 North Private Equity (Private equity Fund) | $1,001 - $15,000 | None (or less than $201) | The fund’s assets are not disclosed due to a confidentiality agreement | 20.4 | |
| iHerb Oz Partners, LLC (Investment Vehicle) | 20.5 | ||||
| Eko Health, Inc. (Digital Stethoscope Company) | $15,001 - $50,000 | None (or less than $201) | 20.5.1 | ||
| Housey Pharmaceutical Research Laboratories, LLC. (Botanical Product Development) | $50,001 - $100K | None (or less than $201) | 20.5.2 | ||
| SB Technology Inc. AKA SandboxAQ (AI for mulitple purposes including fintech, navigation, & healthcare) | $250K - $500K | None (or less than $201) | 20.5.3 | ||
| Oz Property Holdings, LLC (Investment Vehicle) | 20.6 | ||||
| Maisonette Inc. (Retail kids' clothes and decor) | $15,001 - $50,000 | None (or less than $201) | 20.6.1 | ||
| Aibolit Technology Convertible Notes (Health Technology) | $15,001 - $50,000 | None (or less than $201) | 20.6.2 | ||
| Connect America, LLC (Tech enabled, Remote Care Service and Analytics) | $15,001 - $50,000 | None (or less than $201) | 20.6.3 | ||
| Five Star Travel Corporation/ Forbes Travel (hospitality and travel rating company) | $50,001 - $100K | $5,001 - $15,000 | Dividends | 20.6.4 | |
| Jungo TV (streaming media services) | $15,001 - $50,000 | None (or less than $201) | 20.6.5 | ||
| Our Body Electric, LLC (aka obe Fitness online platform and wellness solutions) | $1,001 - $15,000 | None (or less than $201) | 20.6.6 | ||
| JANA Strategic Investments Benchmark Fund, L.P. (Private Equity Fund) | $50,001 - $100K | None (or less than $201) | 20.6.7 | ||
| INCEPTION FERTILITY HOLDINGS, LLC (Fertility and Reproductive Medicine) | $100K - $250K | None (or less than $201) | 20.6.8 | ||
| PanTheryx Colostrum Holdings, Inc (Colostrum-based health and wellness solutions) | $15,001 - $50,000 | None (or less than $201) | 20.6.9 | ||
| Lee Equity Partners, LLC. (Private Equity Fund) | $50,001 - $100K | None (or less than $201) | 20.6.10 | ||
| Oz Property Holdings (Investment Vehicle) Tactical Brokerage Account | 20.6.11 | ||||
| American High Income F3 (HIGFX) | $50,001 - $100K | $5,001 - $15,000 | 20.6.11.1 | ||
| Blackrock Floating Rate Income Instl (BFRIX) | $50,001 - $100K | $5,001 - $15,000 | 20.6.11.2 | ||
| Oz Property Holdings (Investment Vehicle) Brokerage Account | 20.6.12 | ||||
| Nvidia Corp (NVDA) | $100K - $250K | None (or less than $201) | 20.6.12.1 | ||
| Apple Inc (aapl) | $100K - $250K | $201 - $1,000 | 20.6.12.2 | ||
| Amazon.Com Inc (AMZN) | $50,001 - $100K | None (or less than $201) | 20.6.12.3 | ||
| Microsoft Corp (msft) | $15,001 - $50,000 | $201 - $1,000 | Capital Gains Dividends | 20.6.12.4 | |
| iShares Core S&P 500 (IVV) | $1,001 - $15,000 | None (or less than $201) | 20.6.12.5 | ||
| WCM Focused International Growth Instl (WCMIX) | $1,001 - $15,000 | $201 - $1,000 | 20.6.12.6 | ||
| Ishares Core S&P Mid-Cap ETF (IJH) | $1,001 - $15,000 | None (or less than $201) | 20.6.12.7 | ||
| Vanguard High Dividend Yield (VYM) | $1,001 - $15,000 | None (or less than $201) | 20.6.12.8 | ||
| Schwab US Large Cap ETF (SCHX) | $1,001 - $15,000 | None (or less than $201) | 20.6.12.9 | ||
| Alphabet Inc Class C (GOOG) | $1,001 - $15,000 | None (or less than $201) | 20.6.12.10 | ||
| ISHARES Core S&P Small-Cap ETF (IJR) | $1,001 - $15,000 | None (or less than $201) | 20.6.12.11 | ||
| Schwab US Treasury Money Fund Investor Class Shares (SNSXX) | $100K - $250K | $5,001 - $15,000 | 20.6.12.12 | ||
| Oz Property Holdings (Investment Vehicle) Brokerage Account 2 | 20.6.13 | ||||
| FIDELITY 500 INDEX FUND (FXAIX) | $15,001 - $50,000 | None (or less than $201) | 20.6.13.1 | ||
| Financial Select Sector SPDR Fund (XLF) | $1,001 - $15,000 | None (or less than $201) | 20.6.13.2 | ||
| Industrial Select Sector SPDR Fund (XLI) | None (or less than $1,001) | None (or less than $201) | 20.6.13.3 | ||
| SIX CIRCLE MGD EQ US UNCON (CMEUX) | $250K - $500K | $201 - $1,000 | 20.6.13.4 | ||
| ISHARES CORE S&P MIDCAP ETF (IJH) | $1,001 - $15,000 | None (or less than $201) | 20.6.13.5 | ||
| FIDELITY INTL INDX-INST PRM - (FSPSX) | $1,001 - $15,000 | None (or less than $201) | 20.6.13.6 | ||
| JPMORGAN BETABUILDERS CANADA (BBCA) | $1,001 - $15,000 | None (or less than $201) | 20.6.13.7 | ||
| SIX CIRCLE MGD EQ INTL UNCON - (CMIUX) | $1,001 - $15,000 | $201 - $1,000 | 20.6.13.8 | ||
| JPMORGAN BETABUILDERS EUROPE ETF (BBEU) | None (or less than $1,001) | None (or less than $201) | 20.6.13.9 | ||
| JPMorgan BetaBuilders Japan ETF (BBJP) | None (or less than $1,001) | None (or less than $201) | 20.6.13.10 | ||
| JPMorgan BetaBuilders Developed Asia ex- Japan ETF (BBAX) | None (or less than $1,001) | None (or less than $201) | 20.6.13.11 | ||
| APi Group Corporation Common Stock (APG) | $1,001 - $15,000 | None (or less than $201) | 20.6.13.12 | ||
| API GROUP CORP (JTWO) | $1,001 - $15,000 | None (or less than $201) | 20.6.13.13 | ||
| JPMORGAN CHASE & CO PFD JPM (PRC) | $1,001 - $15,000 | $201 - $1,000 | Dividends | 20.6.13.14 | |
| JPM 100% US TREAS FD - AGENCY (VPIXX) | $1,001 - $15,000 | $201 - $1,000 | 20.6.13.15 | ||
| Morgan Stanley Variable Rate Fixed Asset Fund | $1,001 - $15,000 | $201 - $1,000 | 20.6.13.16 | ||
| US Brokerage Money Market (Cash) | $1,001 - $15,000 | None (or less than $201) | 20.6.13.17 | ||
| Family Trust 2 Brokerage | 20.7 | ||||
| Microsoft Corp (msft) | $1M | $15,001 - $50,000 | Capital Gains Dividends | 20.7.1 | |
| Apple Inc (aapl) | $1M | $5,001 - $15,000 | Capital Gains Dividends | 20.7.2 | |
| Amazon.Com Inc (AMZN) | $500K - $1M | None (or less than $201) | 20.7.3 | ||
| Parnassus Core Equity Instl (PRILX) | $500K - $1M | $2,501 - $5,000 | 20.7.4 | ||
| Nvidia Corp (NVDA) | $500K - $1M | None (or less than $201) | 20.7.5 | ||
| Alphabet Inc Class A (GOOGL) | $100K - $250K | $201 - $1,000 | Capital Gains Dividends | 20.7.6 | |
| Vanguard Tax Managed Balanced (VTMFX) | $100K - $250K | $2,501 - $5,000 | 20.7.7 | ||
| VanEck Semiconductor (SMH) | $100K - $250K | $201 - $1,000 | 20.7.8 | ||
| Goldman Sachs GQG Partners Intl Op Fund (GSIMX) | $100K - $250K | $1,001 - $2,500 | 20.7.9 | ||
| Vanguard High Dividend Yield (VYM) | $100K - $250K | $2,501 - $5,000 | 20.7.10 | ||
| iShares PHLX Semiconductor ETF (SOXX) | $100K - $250K | $1,001 - $2,500 | 20.7.11 | ||
| UnitedHealth Group Inc (UNH) | $100K - $250K | $1,001 - $2,500 | Capital Gains Dividends | 20.7.12 | |
| Blackstone Inc (BX) | $50,001 - $100K | $1,001 - $2,500 | Capital Gains Dividends | 20.7.13 | |
| Alphabet Inc Class C (GOOG) | $50,001 - $100K | $201 - $1,000 | Capital Gains Dividends | 20.7.14 | |
| Eli Lilly and Company (LLY) | $50,001 - $100K | $201 - $1,000 | Capital Gains Dividends | 20.7.15 | |
| GQG Partners US Select Quality Equity Instl (GQEIX) | $15,001 - $50,000 | $201 - $1,000 | 20.7.16 | ||
| BROADCOM INC (AVGO) | $15,001 - $50,000 | $201 - $1,000 | Capital Gains Dividends | 20.7.17 | |
| ISHARES BITCOIN ETF (IBIT) | $15,001 - $50,000 | None (or less than $201) | 20.7.18 | ||
| Novo Nordisk ADR (NVO) | $15,001 - $50,000 | $201 - $1,000 | Capital Gains Dividends | 20.7.19 | |
| Costco Wholesale Corp (COST) | $15,001 - $50,000 | None (or less than $201) | 20.7.20 | ||
| Starbucks Corp (SBUX) | $15,001 - $50,000 | $201 - $1,000 | Dividends | 20.7.21 | |
| MICROSTRATEGY INC (MSTR) | $1,001 - $15,000 | None (or less than $201) | 20.7.22 | ||
| iShares Expanded Tech Software-Sector ETF (IGV) | $1,001 - $15,000 | None (or less than $201) | 20.7.23 | ||
| Vanguard Tax Managed Balanced (VTMFX) | $100K - $250K | $2,501 - $5,000 | 20.7.24 | ||
| Schwab Value Advantage Money Fund Ultra Class Shares (SNAXX) | $50,001 - $100K | $1,001 - $2,500 | 20.7.25 | ||
| Bluerock Total Income Real Estate I (TIPWX) | $15,001 - $50,000 | $201 - $1,000 | 20.7.26 | ||
| US Brokerage Money Market (Cash) | $1,001 - $15,000 | None (or less than $201) | 20.7.27 | ||
| Family Trust 2 Tactical Brokerage Account | 20.8 | ||||
| American High Income F3 (HIGFX) | $250K - $500K | $15,001 - $50,000 | 20.8.1 | ||
| Blackrock Floating Rate Income Instl (BFRIX) | $100K - $250K | $15,001 - $50,000 | 20.8.2 | ||
| Oz Media, LLC (Media Company) | 21 | ||||
| Oz Media Brokerage 1 | 21.1 | ||||
| Microsoft Corp (msft) | $100K - $250K | $1,001 - $2,500 | Capital Gains Dividends | 21.1.1 | |
| Apple Inc (aapl) | $50,001 - $100K | $201 - $1,000 | Capital Gains Dividends | 21.1.2 | |
| SPDR Consumer Discretionary Select Sector ETF (XLY) | $15,001 - $50,000 | $201 - $1,000 | 21.1.3 | ||
| UnitedHealth Group Inc (UNH) | $15,001 - $50,000 | $201 - $1,000 | Capital Gains Dividends | 21.1.4 | |
| iShares PHLX SOX Semiconductor (SOXX) | $15,001 - $50,000 | None (or less than $201) | 21.1.5 | ||
| Nvidia Corp (NVDA) | $15,001 - $50,000 | None (or less than $201) | 21.1.6 | ||
| Vanguard Total Stock Market (VTI) | $1,001 - $15,000 | None (or less than $201) | 21.1.7 | ||
| Vanguard High Dividend Yield (VYM) | $1,001 - $15,000 | None (or less than $201) | 21.1.8 | ||
| WCM Focused International Growth Instl (WCMIX) | $1,001 - $15,000 | None (or less than $201) | 21.1.9 | ||
| Schwab Government Money Fund Investor Class Shares (SNVXX) | $1,001 - $15,000 | None (or less than $201) | 21.1.10 | ||
| Oz Media Brokerage 2 | 21.2 | ||||
| JPM 100% US TREAS FD - PREMIER (VHPXX) | $15,001 - $50,000 | None (or less than $201) | 21.2.1 | ||
| U.S. Bank Account (Cash) | $250K - $500K | $5,001 - $15,000 | Interest | Certificate of deposit | 21.2.2 |
| JPM ULTRA-SHRT MUNI FD - USD - I (USMTX) | $250K - $500K | $5,001 - $15,000 | 21.2.3 | ||
| ET 2019 TRUST | 22 | ||||
| ET 2019 TRUST US bank (cash) | $1,001 - $15,000 | None (or less than $201) | 22.1 | ||
| Tiger Path LLC (25% stake) | See Tiger Path LLC, Item #6 in Part 6 of this report. | 22.2 | |||
| EL 2019 TRUST | 23 | ||||
| EMERALD LION 2019 TRUST US bank (cash) | $1,001 - $15,000 | None (or less than $201) | 23.1 | ||
| Tiger Path LLC (25% stake) | See Tiger Path LLC, Item #6 in Part 6 of this report. | 23.2 | |||
| EMERALD GATOR 2019 TRUST | EMERALD GATOR 2019 TRUST has a 50% ownership of Tiger Path, LLC | 24 | |||
| EMERALD GATOR 2019 TRUST US bank (cash) | $1,001 - $15,000 | None (or less than $201) | 24.1 | ||
| Tiger Path LLC (50% stake) | See Tiger Path LLC, Item #6 in Part 6 of this report. | 24.2 | |||
| Golden Gator Road Holdings, LLC (Holding Company for Jovanovic Residential Real Estate) | Residential real estate held is not reportable. | 25 | |||
| Golden Gator Road Holdings, LLC U.S. bank (Cash) | $1M - $5M | $5,001 - $15,000 | Interest | 25.1 | |
| U.S. bank account #4 (Cash) | $100K - $250K | $1,001 - $2,500 | Interest | 26 | |
| U.S. bank Account #5 (cash) | $50,001 - $100K | $201 - $1,000 | Interest | 27 | |
| Child 1 NT UTMA US bank (cash) | $50,001 - $100K | $201 - $1,000 | Interest | 28 | |
| Child 2 UTMA NT US bank (cash) | $50,001 - $100K | $201 - $1,000 | Interest | 29 | |
| Child 3 NT UTMA US bank (cash) | $50,001 - $100K | $201 - $1,000 | Interest | 30 | |
| Child 4 NT UTMA US bank (cash) | $50,001 - $100K | $201 - $1,000 | Interest | 31 | |
| JODA Holdings Group, LLC ( Rental Real Estate Company) | 32 | ||||
| Residential Rental Property (New York City) | $1M - $5M | $100K - $1M | Rent or Royalties | 32.1 | |
| JODA Holdings Group, LLC U.S. bank account (cash) | $1,001 - $15,000 | None (or less than $201) | 32.2 |
Transactions
Officials are required to disclose the purchase, sale or exchange of property or securities in excess of $1,000. Many top officials are required to file periodic transaction reports (278-T) within 45 days to disclose additional actions. This table combines transactions from regularly scheduled financial disclosures and periodic transaction reports. If the same transaction appears on multiple reports, we’re only showing it once. (Form 278e, Part 7 and Form 278-T)
| Description | Value | Transaction | Endnote | Line No. |
|---|---|---|---|---|
| Vanguard 500 Index Fund ETF Shares (VOO) See Endnote | $1,001 - $15,000 | Purchase, 2025-10-14
 | Asset Held by Filer IRA | 1 |
| Alphabet, Inc. (GOOG) See Endnote | $15,001 - $50,000 | Sale, 2025-10-13
| Asset Held by Filer IRA | 3 |
| Apple, Inc. (AAPL) See Endnote | $15,001 - $50,000 | Sale, 2025-10-13
| Asset Held by Filer IRA | 5 |
| Vanguard Mega Cap Growth Index Fund ETF See Endnote Shares (MGK) | $50,001 - $100K | Purchase, 2025-10-13
| Asset Held by Filer IRA | 6 |
| Microsoft Corp. (MSFT) See Endnote | $15,001 - $50,000 | Sale, 2025-10-13
| Asset Held by Filer IRA | 7 |
| ISHARES SEMICONDUCTOR ETF See Endnote | $1,001 - $15,000 | Sale, 2025-10-13
| Asset Held by Filer IRA | 8 |
| Fidelity Medical Technology and Devices Portfolio See Endnote (FSMEX) | $1,001 - $15,000 | Sale, 2025-10-13
| Asset Held in Spouse 401(k) | 10 |
| Alphabet, Inc. (GOOG) See Endnote | $1,001 - $15,000 | Sale, 2025-10-13
| Asset Held in Spouse 401(k) | 11 |
| Amazon.com, Inc. (AMZN) See Endnote | $1,001 - $15,000 | Sale, 2025-10-13
| Asset Held in Spouse 401(k) | 12 |
| Apple, Inc. (AAPL) See Endnote | $1,001 - $15,000 | Sale, 2025-10-13
| Asset Held in Spouse 401(k) | 13 |
| Vanguard Mega Cap Growth Index Fund ETF See Endnote Shares (MGK) | $15,001 - $50,000 | Purchase, 2025-10-13
| Asset Held in Spouse 401(k) | 14 |
| Microsoft Corp. (MSFT) See Endnote | $1,001 - $15,000 | Sale, 2025-10-13
| Asset Held in Spouse 401(k) | 15 |
Liabilities
Officials are required to disclose their liabilities totaling more than $10,000, as well as any linked to their spouse or dependent children. These include mortgages, credit card debt and student loans. The interest rates and loan repayment terms are also required. (Form 278e, Part 8)
| Creditor | Description | Endnote | Line No. |
|---|---|---|---|
| TQ Ventures II (Venture Capital Fund) | type: Capital Call, amount: $15,001 - $50,000, year-incurred: 2019, term: On Demand | 1 | |
| SIDEKICK PARTNERS 3QC, LP (Venture Capital Company) | type: Capital Call, amount: $10,001 - $15,000, year-incurred: 2021, term: On Demand | 2 | |
| Wells Fargo | type: Mortgage (investment/rent al property), amount: $1,000,001 - $5,000,000, year-incurred: 2017, rate: 3.12%, term: 30 Year - 10//1 Adjustable Rate | 3 |
About the Data
Most political appointees and senior officials in the executive branch are required by law to file public financial disclosure reports. These are documents that detail their financial holdings, positions they hold outside government, their spouse’s holdings, their liabilities and their recent financial transactions (such as buying or selling stock) during a defined reporting period.
The most senior officials file their disclosures with an agency called the Office of Government Ethics, and others file them with a designated ethics official within their agency. The Ethics in Government Act allows members of the public and the press to request these documents.
We’re publishing this information to give the public an important glimpse into the financial ties of a powerful and often hidden cadre of presidential appointees within the federal bureaucracy.
The main document type included in the database is the OGE Form 278e, which appointees must file when they are nominated (for Senate-confirmed appointees) or when they enter government (all others), and then annually while in the position. Another common document included is the OGE Form 278-T, also known as a periodic transaction report, which all public filers must submit within 30 days of a transaction. We are also making other ethics documents available, such as ethics agreements, certificates of divestiture and other documents we have obtained under the Ethics in Government Act.
Join us on Wednesday, April 8 for a walkthrough of ProPublica's new database of financial disclosures from Trump appointees and any potential conflicts they reveal. Register here.
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Read ProPublica reporting on the disclosure documents.
