Congressional stock trades · Member
Daniel S. Goldman
Representative · NY-10 · Democrat
1,307 published transactions from periodic transaction reports since 2020, shown as filed. Amounts are the ranges on the form. Each row links to its filing. Holdings from 3 annual reports are below.
Current committees: House Committee on Homeland Security; House Committee on the Judiciary.
| Disclosed | Traded | Days | Owner | Asset | Type | Amount range (as filed) | Source |
|---|---|---|---|---|---|---|---|
| 2023-02-24 | 2023-01-31 | 24 | Member | JAZZJazz Pharmaceuticals plc - Ordinary Shares | Sale | $1,001 - $15,000 | Clerk → |
| 2023-02-24 | 2023-01-31 | 24 | Member | JNJJohnson & Johnson | Sale (partial) | $100,001 - $250,000 | Clerk → |
| 2023-02-24 | 2023-01-31 | 24 | Member | PEPPepsico, Inc. | Sale (partial) | $15,001 - $50,000 | Clerk → |
| 2023-02-24 | 2023-01-31 | 24 | Member | CMECME Group Inc. - Class A | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-02-24 | 2023-01-31 | 24 | Member | DGDollar General Corporation | Purchase | $15,001 - $50,000 | Clerk → |
| 2023-02-24 | 2023-01-31 | 24 | Member | WPMWheaton Precious Metals Corp Common Shares | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2023-02-24 | 2023-01-31 | 24 | Member | LINLinde plc Ordinary Share | Sale (partial) | $15,001 - $50,000 | Clerk → |
| 2023-02-24 | 2023-01-31 | 24 | Member | PGProcter & Gamble Company | Purchase | $50,001 - $100,000 | Clerk → |
| 2023-02-24 | 2023-01-31 | 24 | Member | INVHInvitation Homes Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-02-24 | 2023-01-31 | 24 | Member | UALUnited Airlines Holdings, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-02-24 | 2023-01-31 | 24 | Member | ShockWave Medical, Inc. | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2023-02-24 | 2023-01-31 | 24 | Member | AAPLApple Inc. | Sale (partial) | $15,001 - $50,000 | Clerk → |
| 2023-02-24 | 2023-01-31 | 24 | Member | RIVNRivian Automotive, Inc. - Class A | Purchase | $15,001 - $50,000 | Clerk → |
| 2023-02-24 | 2023-01-31 | 24 | Member | SHWSherwin-Williams Company | Purchase | $15,001 - $50,000 | Clerk → |
| 2023-02-24 | 2023-01-31 | 24 | Member | ZTSZoetis Inc. Class A | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-02-24 | 2023-01-31 | 24 | Member | USBU.S. Bancorp | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-02-24 | 2023-01-31 | 24 | Member | MSFTMicrosoft Corporation | Sale (partial) | $50,001 - $100,000 | Clerk → |
| 2023-02-24 | 2023-01-31 | 24 | Member | ANETArista Networks, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-02-24 | 2023-01-31 | 24 | Member | ISRGIntuitive Surgical, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-02-24 | 2023-01-31 | 24 | Member | LLYEli Lilly and Company | Purchase | $15,001 - $50,000 | Clerk → |
| 2023-02-24 | 2023-01-31 | 24 | Member | GMGeneral Motors Company | Purchase | $15,001 - $50,000 | Clerk → |
| 2023-02-24 | 2023-01-31 | 24 | Member | RBLXRoblox Corporation Class A | Purchase | $15,001 - $50,000 | Clerk → |
| 2023-02-24 | 2023-01-31 | 24 | Member | UNPUnion Pacific Corporation | Sale (partial) | $50,001 - $100,000 | Clerk → |
| 2023-02-24 | 2023-01-31 | 24 | Member | AVGOBroadcom Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-02-24 | 2023-01-31 | 24 | Member | DLTRDollar Tree, Inc. | Purchase | $15,001 - $50,000 | Clerk → |
| 2023-02-24 | 2023-01-31 | 24 | Member | FFord Motor Company | Purchase | $15,001 - $50,000 | Clerk → |
| 2023-02-24 | 2023-01-31 | 24 | Member | NEENextEra Energy, Inc. | Sale (partial) | $50,001 - $100,000 | Clerk → |
| 2023-02-24 | 2023-01-31 | 24 | Member | Activision Blizzard, Inc | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2023-02-24 | 2023-01-31 | 24 | Member | CAGConAgra Brands, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-02-24 | 2023-01-31 | 24 | Member | INTCIntel Corporation | Purchase | $15,001 - $50,000 | Clerk → |
| 2023-02-24 | 2023-01-31 | 24 | Member | MTBM&T Bank Corporation | Purchase | $15,001 - $50,000 | Clerk → |
| 2023-02-24 | 2023-01-31 | 24 | Member | MMM3M Company | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-02-24 | 2023-01-31 | 24 | Member | PLUGPlug Power, Inc. | Purchase | $15,001 - $50,000 | Clerk → |
| 2023-02-24 | 2023-01-31 | 24 | Member | VFCV.F. Corporation | Sale | $50,001 - $100,000 | Clerk → |
| 2023-02-24 | 2023-01-31 | 24 | Member | CTASCintas Corporation | Sale | $15,001 - $50,000 | Clerk → |
| 2023-02-24 | 2023-01-31 | 24 | Member | Horizon Therapeutics Public Limited Company - Ordinary Shares | Sale | $15,001 - $50,000 | Clerk → |
| 2023-02-24 | 2023-01-31 | 24 | Member | CELHCelsius Holdings, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2023-02-24 | 2023-01-31 | 24 | Member | CRMSalesforce, Inc. | Purchase | $100,001 - $250,000 | Clerk → |
| 2023-02-24 | 2023-01-31 | 24 | Member | SBCFSeacoast Banking Corporation of Florida | Sale | $15,001 - $50,000 | Clerk → |
| 2023-02-24 | 2023-01-31 | 24 | Member | TEAMAtlassian Corporation - Class A | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-02-24 | 2023-01-31 | 24 | Member | LHXL3Harris Technologies, Inc. | Purchase | $15,001 - $50,000 | Clerk → |
| 2023-02-24 | 2023-01-31 | 24 | Member | EWBCEast West Bancorp, Inc. | Purchase | $15,001 - $50,000 | Clerk → |
| 2023-02-24 | 2023-01-31 | 24 | Member | FATEFate Therapeutics, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2023-02-24 | 2023-01-31 | 24 | Member | ADMArcher-Daniels-Midland Company | Sale (partial) | $15,001 - $50,000 | Clerk → |
| 2023-02-24 | 2023-01-31 | 24 | Member | ALLYAlly Financial Inc. | Purchase | $15,001 - $50,000 | Clerk → |
| 2023-02-24 | 2023-01-31 | 24 | Member | AMZNAmazon.com, Inc. | Sale (partial) | $50,001 - $100,000 | Clerk → |
| 2023-02-24 | 2023-01-31 | 24 | Member | CNCCentene Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-02-24 | 2023-01-31 | 24 | Member | LCIDLucid Group, Inc. | Purchase | $15,001 - $50,000 | Clerk → |
| 2023-02-24 | 2023-01-31 | 24 | Member | TSLATesla, Inc. | Sale (partial) | $100,001 - $250,000 | Clerk → |
| 2023-02-24 | 2023-01-31 | 24 | Member | ELEstee Lauder Companies, Inc. | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2023-02-24 | 2023-01-31 | 24 | Member | URIUnited Rentals, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-02-24 | 2023-01-31 | 24 | Member | DALDelta Air Lines, Inc. | Purchase | $15,001 - $50,000 | Clerk → |
| 2023-02-24 | 2023-01-31 | 24 | Member | PEGPublic Service Enterprise Group Incorporated | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-02-24 | 2023-01-31 | 24 | Member | SPWRSunPower Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2023-02-24 | 2023-01-31 | 24 | Member | UNHUnitedHealth Group Incorporated Common Stock | Sale (partial) | $15,001 - $50,000 | Clerk → |
| 2023-02-24 | 2023-01-31 | 24 | Member | NOCNorthrop Grumman Corporation | Sale (partial) | $15,001 - $50,000 | Clerk → |
| 2023-02-24 | 2023-01-31 | 24 | Member | APTVAptiv PLC Ordinary Shares | Purchase | $15,001 - $50,000 | Clerk → |
| 2023-02-24 | 2023-01-31 | 24 | Member | VTRSViatris Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-02-24 | 2023-01-31 | 24 | Member | SNOWSnowflake Inc. Class A | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2023-02-24 | 2023-01-31 | 24 | Member | MDTMedtronic plc. Ordinary Shares | Purchase | $15,001 - $50,000 | Clerk → |
| 2023-02-24 | 2023-01-31 | 24 | Member | Syneos Health, Inc. - Class A | Sale | $1,001 - $15,000 | Clerk → |
| 2023-02-24 | 2023-01-31 | 24 | Member | SYYSysco Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-02-24 | 2023-01-31 | 24 | Member | TTDThe Trade Desk, Inc. - Class A | Purchase | $15,001 - $50,000 | Clerk → |
| 2023-02-24 | 2023-01-31 | 24 | Member | KRKroger Company | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2023-02-24 | 2023-01-31 | 24 | Member | KDPKeurig Dr Pepper Inc. | Purchase | $15,001 - $50,000 | Clerk → |
| 2023-02-24 | 2023-01-30 | 25 | Member | Eisai Co Ltd American Depositary Shares | Sale | $1,001 - $15,000 | Clerk → |
| 2023-02-24 | 2023-01-24 | 31 | Member | Royal DSM NV Sponsored ADR | Sale | $1,001 - $15,000 | Clerk → |
| 2023-02-24 | 2023-01-18 | 37 | Member | N Y CITY TRANSITIONAL FIN AUTH REV 5% 08/01/27 FA | Purchase | $100,001 - $250,000 | Clerk → |
| 2023-02-24 | 2023-01-17 | 38 | Member | HICKSVILLE N Y WTR DIST GO 5% 03/01/27 MS | Purchase | $100,001 - $250,000 | Clerk → |
| 2023-02-24 | 2023-01-17 | 38 | Member | N Y CITY TRANSITIONAL FIN AUTH REV 5% 11/01/30 MN | Purchase | $250,001 - $500,000 | Clerk → |
| 2023-02-24 | 2023-01-13 | 42 | Member | DEODiageo plc | Purchase | $15,001 - $50,000 | Clerk → |
| 2023-02-24 | 2023-01-13 | 42 | Member | Suntory Beverage & Food Ltd American Depositary Shares | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-02-24 | 2023-01-13 | 42 | Member | Kirin Holdings Company, Limited Sponsored ADR | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-02-24 | 2023-01-13 | 42 | Member | Dentsu Inc Tokyo Unsponsored ADR | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-02-24 | 2023-01-13 | 42 | Member | VODVodafone Group Plc - American Depositary Shares each representing ten Ordinary Shares | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-02-24 | 2023-01-13 | 42 | Member | HTHIYHitachi, Ltd. American Depositary Shares | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2023-02-24 | 2023-01-13 | 42 | Member | LOGILogitech International S.A. - Registered Shares | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2023-02-24 | 2023-01-13 | 42 | Member | ULUnilever PLC | Purchase | $15,001 - $50,000 | Clerk → |
| 2023-02-24 | 2023-01-13 | 42 | Member | Roche Holdings AG Basel American Depositary Shares | Purchase | $15,001 - $50,000 | Clerk → |
| 2023-02-24 | 2023-01-13 | 42 | Member | TKOMYTokio Marine Holdings, Inc. Sponsored ADR | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2023-02-24 | 2023-01-13 | 42 | Member | Givaudan SA Unsponsored ADR | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2023-02-24 | 2023-01-13 | 42 | Member | Astellas Pharma Inc Unsponsored ADR | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2023-02-24 | 2023-01-13 | 42 | Member | Japan Airlines Ltd Unsponsored ADR | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2023-02-24 | 2023-01-13 | 42 | Member | BTIBritish American Tobacco Industries, p.l.c. Common Stock ADR | Sale (partial) | $50,001 - $100,000 | Clerk → |
| 2023-02-24 | 2023-01-13 | 42 | Member | Sompo Japan Nipponkoa Holdings In ADR | Sale | $15,001 - $50,000 | Clerk → |
| 2023-02-24 | 2023-01-13 | 42 | Member | Ajinomoto Company, Inc. American Depositary Shares | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-02-24 | 2023-01-13 | 42 | Member | Toshiba Corp Unsponsored ADR | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-02-24 | 2023-01-13 | 42 | Member | Eisai Co Ltd American Depositary Shares | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2023-02-24 | 2023-01-13 | 42 | Member | Seven & I Holdings Co Ltd Unsponsored ADR | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-02-24 | 2023-01-13 | 42 | Member | Zurich Insurance Group Limited Sponsored American Depositary Shares | Sale (partial) | $15,001 - $50,000 | Clerk → |
| 2023-02-24 | 2023-01-13 | 42 | Member | Sumitomo Chemical Co Ltd Unsponsored ADR | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-02-24 | 2023-01-13 | 42 | Member | NICENICE Ltd - American Depositary Shares each representing one Ordinary Share | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2023-02-24 | 2023-01-13 | 42 | Member | Shiseido Co Ltd Ord American Depositary Shares | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-02-24 | 2023-01-13 | 42 | Member | Fanuc Corporation Unsponsored ADR | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-02-24 | 2023-01-13 | 42 | Member | HLNHaleon plc American Depositary Shares | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-02-24 | 2023-01-13 | 42 | Member | PSOPearson, Plc | Sale | $1,001 - $15,000 | Clerk → |
| 2023-02-24 | 2023-01-13 | 42 | Member | Industria De Diseno Textil Inditex Sa Unsponsored ADR | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2023-02-24 | 2023-01-13 | 42 | Member | West Japan Railway Co Unsponsored ADR | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-02-24 | 2023-01-13 | 42 | Member | Toray Industries Inc ADR | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-02-24 | 2023-01-13 | 42 | Member | KDDI Corporation Unsponsored ADR | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-02-24 | 2023-01-13 | 42 | Member | Bayer Aktiengesellschaft American Depositary Shares | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-02-24 | 2023-01-13 | 42 | Member | MS&AD Insurance Group Holdings, Inc. Unsponsored ADR | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-02-24 | 2023-01-10 | 45 | Member | TENNESSEE HSG DEV AGY REV 3.0000% 07/01/39-CA JJ | Sale | $100,001 - $250,000 | Clerk → |
| 2023-02-24 | 2023-01-10 | 45 | Member | NEW JERSEY ST TPK AUTH TPK REV REV 5% 01/01/29 JJ | Sale | $250,001 - $500,000 | Clerk → |
| 2023-02-24 | 2023-01-10 | 45 | Member | NEW JERSEY ST TPK AUTH TPK REV REV 5% 01/01/30-CA JJ | Sale | $250,001 - $500,000 | Clerk → |
| 2023-02-24 | 2023-01-10 | 45 | Member | AUSTIN AFFORDABLE PFC INC TEX REV 0.4200% 12/01/40-CA JD | Sale | $250,001 - $500,000 | Clerk → |
| 2023-02-24 | 2023-01-10 | 45 | Member | PASSAIC CNTY N J GO 2% 11/01/23 MN | Sale | $250,001 - $500,000 | Clerk → |
How these are read and published: methodology.
Holdings · annual financial disclosure
Assets listed on the 2025 report.
114 assets with a value on the report filed 2026-08-13, 17 of them shares or options of a listed company. Values are the ranges on the form. Assets are held by the member, a spouse or a dependent child, as reported. Open the report.
| Asset | Type | Owner | Value (as filed) |
|---|---|---|---|
| 12 West Capital Fund LP | Other | Member | $500,001 - $1,000,000 |
| Cypress Point Technology Fund LP | Other | Member | $250,001 - $500,000 |
| Exchange Place (Equity Only) All Cap LP | Other | Member | $1,000,001 - $5,000,000 |
| Gilder Gagnon Howe & Co, (J.D.) | Other | Member | $5,000,001 - $25,000,000 |
| Goldman Sachs Bank USA Deposit | Other | Member | $1,001 - $15,000 |
| Jottshots! | Other | Member | $500,001 - $1,000,000 |
| Schwab - Money Market Fund | Other | Member | $1 - $1,000 |
| AVTRAvantor, Inc. | Stock | Member | $1,001 - $15,000 |
| Financial Square Government Fund FST Shares | Fund | Member | $15,001 - $50,000 |
| Monte Vista Opportunity Fund I LP | Other | Member | $1,000,001 - $5,000,000 |
| Monte Vista Real Estate Fund I LLC | Other | Member | $100,001 - $250,000 |
| Northern Trust - Money Market | Other | Member | $1,001 - $15,000 |
| Presidio NCD III LP | Other | Member | $15,001 - $50,000 |
| Presidio Northgate PEP II LP | Other | Member | $15,001 - $50,000 |
| Stevenson Street H.I.G. II LP | Other | Member | $15,001 - $50,000 |
| TBLATaboola.com Ltd. - Ordinary Shares | Stock | Member | $1,001 - $15,000 |
| Vantagepoint Venture Ptrs IV, LP | Other | Member | None |
| Village Roadshow Entertainment Group | Other | Member | None |
| BBR Absolute Return (QP), LP | Other | Member | $1,000,001 - $5,000,000 |
| BBR Absolute Return Long Duration III, LP | Other | Member | $500,001 - $1,000,000 |
| BBR Absolute Return Long Duration IV, LP | Other | Member | $500,001 - $1,000,000 |
| BBR ALO Fund, LLC | Other | Member | $5,000,001 - $25,000,000 |
| BBR Equity Long/Short (QP), LP | Other | Member | $5,000,001 - $25,000,000 |
| BBR Private Investment Fund-Series I, LP | Other | Member | $500,001 - $1,000,000 |
| BBR Private Investment Fund-Series K, LP | Other | Member | $1,000,001 - $5,000,000 |
| BBR Private Investment Fund-Series L, LP | Other | Member | $500,001 - $1,000,000 |
| BBR Real Assets Fund II, LP | Other | Member | $250,001 - $500,000 |
| BBR Real Assets Fund III, LP | Other | Member | $250,001 - $500,000 |
| BBR Real Assets Fund IV, LP | Other | Member | $1,000,001 - $5,000,000 |
| BBR Real Assets Fund VI LP | Other | Member | $1,000,001 - $5,000,000 |
| BBR Real Assets Fund VII, LP | Other | Member | $500,001 - $1,000,000 |
| EXCHANGE PLACE (EQUITY ONLY): ALL CAP LP | Other | Member | $1,000,001 - $5,000,000 |
| GOLDMAN SACHS BANK USA DEPOSIT | Other | Member | $100,001 - $250,000 |
| SPGIS&P Global Inc. | Stock | Member | None |
| Exchange Place (Equity Only): All Cap LP | Other | Member | Over $50,000,000 |
| LEVILevi Strauss & Co Class A | Stock | Member | $1,000,001 - $5,000,000 |
| BAIN CAPITAL SENIOR LOAN SELECT LLCCLASS A SERIES 1 | Other | Member | $1,000,001 - $5,000,000 |
| DFA International Sustainability Core 1 Portfolio | Fund | Member | $5,000,001 - $25,000,000 |
| Goldman Sachs GQG Partners International Opportunities Fund Class P Shares | Fund | Member | $1,000,001 - $5,000,000 |
| Goldman Sachs Municipal Income Fund Institutional Shares | Fund | Member | None |
| Goldman Sachs Short Duration Tax Free Fund Institutional Shares | Fund | Member | $5,000,001 - $25,000,000 |
| Patient Square Equity Partners Access LLC | Other | Member | $1,000,001 - $5,000,000 |
| REDBIRD CAPITAL PARTNERS IV AC | Other | Member | $1,000,001 - $5,000,000 |
| Tiger Global Crossover Access LLC | Other | Member | $1,000,001 - $5,000,000 |
| VINTAGE IX B/VINTAGE REAL ESTATE PARTNERS III ACCESS LP | Other | Member | $1,000,001 - $5,000,000 |
| Financial Square Government Fund FST Shares | Fund | Member | $250,001 - $500,000 |
| Goldman Sachs - Cash | Other | Member | $15,001 - $50,000 |
| Financial Square Government Fund FST Shares | Fund | Member | $500,001 - $1,000,000 |
| Artisan: Dynamic Equity (Non-US Equity) [Series] | Other | Member | None |
| BELGARD CAPITAL FUND LLC CLASS II | Other | Member | $1,000,001 - $5,000,000 |
| CARLYLE GLOBAL INFRASTRUCTURE OPPORTUNITY FUND | Other | Member | $1,000,001 - $5,000,000 |
| CHARLES RIVER REALTY FUND II L P | Other | Member | $250,001 - $500,000 |
| DOVER STREET X LLC | Other | Member | $500,001 - $1,000,000 |
| HIGHVISTA INTERNATIONAL PARTNERS, L.P. | Other | Member | $1,001 - $15,000 |
| HIGHVISTA PRIVATE EQUITY III, L.P. | Other | Member | $1,001 - $15,000 |
| HIGHVISTA PRIVATE EQUITY VIII, L.P. | Other | Member | $1,000,001 - $5,000,000 |
| HIGHVISTA VENTURE CAPITAL IX, L.P. | Other | Member | $1,000,001 - $5,000,000 |
| HIGHVISTA VENTURE CAPITAL VIII, L.P. | Other | Member | $1,000,001 - $5,000,000 |
| HIGHVISTA VENTURE CAPITAL X, L.P. | Other | Member | $1,000,001 - $5,000,000 |
| HIGHVISTA VENTURE CAPITAL XII, LP | Other | Member | $1,000,001 - $5,000,000 |
| LUXOR CAPITAL PARTNERS LIQUIDATING SPV, LLC | Other | Member | $15,001 - $50,000 |
| LUXOR CAPITAL PARTNERS, LP | Other | Member | $15,001 - $50,000 |
| STEPSTONE VC GLOBAL PARTNERS VIII-B, L.P. | Other | Member | $500,001 - $1,000,000 |
| Stepstone VC Opportunities VI, L.P. | Other | Member | $1,000,001 - $5,000,000 |
| UNICORN PARTNERS FUND III, LP | Other | Member | $1,000,001 - $5,000,000 |
| WAVE EQUITY FUND II LP | Other | Member | $1,000,001 - $5,000,000 |
| AMGAffiliated Managers Group, Inc. | Stock | Spouse | $1,001 - $15,000 |
| ALLEAllegion plc Ordinary Shares | Stock | Spouse | $1,001 - $15,000 |
| AIGAmerican International Group, Inc. New Common Stock | Stock | Spouse | $1,001 - $15,000 |
| BACBank of America Corporation | Stock | Spouse | $1,001 - $15,000 |
| CCitigroup, Inc. | Stock | Spouse | $15,001 - $50,000 |
| ETEnergy Transfer LP Common Units | Stock | Spouse | $1,001 - $15,000 |
| IRIngersoll Rand Inc. | Stock | Spouse | $1,001 - $15,000 |
| METAMeta Platforms, Inc. - Class A | Stock | Spouse | $15,001 - $50,000 |
| MDLZMondelez International, Inc. - Class A | Stock | Spouse | $1,001 - $15,000 |
| MSMorgan Stanley | Stock | Spouse | $1,001 - $15,000 |
| Morgan Stanley Bank NA | Other | Spouse | $15,001 - $50,000 |
| HSYThe Hershey Company | Stock | Spouse | $1,001 - $15,000 |
| TTTrane Technologies plc | Stock | Spouse | $15,001 - $50,000 |
| WMTWalmart Inc. | Stock | Spouse | $1,001 - $15,000 |
| Vanguard Target Retirement 2035 Fund | Fund | Spouse | $100,001 - $250,000 |
| The AB Portfolios - AB Balanced Wealth Strategy - Class A | Fund | Spouse | $1,001 - $15,000 |
| BBR ALO Fund, LLC | Other | Dependent | $100,001 - $250,000 |
| BlackRock Strategic Income Opportunities Portfolio - Institutional | Fund | Dependent | $1,001 - $15,000 |
| Fidelity Japan Fund | Fund | Dependent | $1,001 - $15,000 |
| Morgan Stanley Institutional Fund - Asia Opportunity Portfolio Class I | Fund | Dependent | $15,001 - $50,000 |
| Schwab-Cash | Other | Dependent | $1,001 - $15,000 |
| SPYSPDR S&P 500 | Fund | Dependent | $100,001 - $250,000 |
| Vanguard Intermediate-Term Tax-Exempt Fd Admiral Shs | Fund | Dependent | $1,001 - $15,000 |
| Vanguard Limited-Term Tax-Exempt Fd Admiral Shs | Fund | Dependent | $1,001 - $15,000 |
| BBR ALO Fund, LLC | Other | Dependent | $50,001 - $100,000 |
| BlackRock Strategic Income Opportunities Portfolio - Institutional | Fund | Dependent | $1,001 - $15,000 |
| Fidelity Japan Fund | Fund | Dependent | $1,001 - $15,000 |
| Morgan Stanley Institutional Fund - Asia Opportunity Portfolio Class I | Fund | Dependent | $15,001 - $50,000 |
| Schwab-Cash | Other | Dependent | $1,001 - $15,000 |
| SPYSPDR S&P 500 | Fund | Dependent | $50,001 - $100,000 |
| Vanguard Intermediate-Term Tax-Exempt Fd Admiral Shs | Fund | Dependent | $1,001 - $15,000 |
| Vanguard Limited-Term Tax-Exempt Fd Admiral Shs | Fund | Dependent | $1,001 - $15,000 |
| BBR ALO Fund, LLC | Other | Dependent | $100,001 - $250,000 |
| BlackRock Strategic Income Opportunities Portfolio - Institutional | Fund | Dependent | $1,001 - $15,000 |
| Fidelity Japan Fund | Fund | Dependent | $15,001 - $50,000 |
| Morgan Stanley Institutional Fund - Asia Opportunity Portfolio Class I | Fund | Dependent | $15,001 - $50,000 |
| Schwab-Cash | Other | Dependent | $1,001 - $15,000 |
| SPYSPDR S&P 500 | Fund | Dependent | $100,001 - $250,000 |
| Vanguard Intermediate-Term Tax-Exempt Fd Admiral Shs | Fund | Dependent | $1,001 - $15,000 |
| Vanguard Limited-Term Tax-Exempt Fd Admiral Shs | Fund | Dependent | $1,001 - $15,000 |
| BBR ALO Fund, LLC | Other | Dependent | $250,001 - $500,000 |
| BlackRock Strategic Income Opportunities Portfolio - Institutional | Fund | Dependent | $15,001 - $50,000 |
| Fidelity Japan Fund | Fund | Dependent | $1,001 - $15,000 |
| Morgan Stanley Institutional Fund - Asia Opportunity Portfolio Class I | Fund | Dependent | $50,001 - $100,000 |
| Schwab-Cash | Other | Dependent | $1,001 - $15,000 |
| SPYSPDR S&P 500 | Fund | Dependent | $250,001 - $500,000 |
| Vanguard Intermediate-Term Tax-Exempt Fd Admiral Shs | Fund | Dependent | $15,001 - $50,000 |
| Vanguard Limited-Term Tax-Exempt Fd Admiral Shs | Fund | Dependent | $15,001 - $50,000 |
How reports are read: holdings methodology.