Congressional stock trades · Member
David McCormick
Senator · PA · Republican
391 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 2 annual reports are below.
Current committees: Joint Economic Committee; Senate Committee on Banking, Housing, and Urban Affairs; Senate Committee on Energy and Natural Resources; Senate Committee on Foreign Relations; Senate Special Committee on Aging.
| Disclosed | Traded | Days | Owner | Asset | Type | Amount range (as filed) | Source |
|---|---|---|---|---|---|---|---|
| 2025-12-26 | 2025-12-17 | 9 | Member | DELAWARE CNTY PA GO BDS Rate/Coupon: 5% Matures: 08/01/2045 | Purchase | $250,001 - $500,000 | eFD → |
| 2025-12-26 | 2025-12-17 | 9 | Spouse | OHIO ST UNIV GEN RCPTS REV Rate/Coupon: 5% Matures: 06/01/2035 | Purchase | $100,001 - $250,000 | eFD → |
| 2025-12-26 | 2025-12-15 | 11 | Spouse | PENNSYLVANIA ST GO Rate/Coupon: 5% Matures: 08/15/2034 | Purchase | $100,001 - $250,000 | eFD → |
| 2025-12-26 | 2025-12-10 | 16 | Member | PENNSYLVANIA ST TPK COMMN TPK REV Rate/Coupon: 5% Matures: 12/01/2046 | Purchase | $250,001 - $500,000 | eFD → |
| 2025-12-26 | 2025-12-09 | 17 | Spouse | ENERGY NORTHWEST WASH ELEC REV Rate/Coupon: 5% Matures: 07/01/2034 | Purchase | $100,001 - $250,000 | eFD → |
| 2025-12-26 | 2025-12-08 | 18 | Spouse | SENECA VY PA SCH DIST GO Rate/Coupon: 5% Matures: 03/01/2026 | Sale (full) | $100,001 - $250,000 | eFD → |
| 2025-12-26 | 2025-12-08 | 18 | Spouse | PHILADELPHIA PA GO Rate/Coupon: 5% Matures: 02/01/2026 | Sale (full) | $100,001 - $250,000 | eFD → |
| 2025-12-26 | 2025-12-05 | 21 | Spouse | UNIV PITTSBURGH OF THE COMWLTH REV Rate/Coupon: 5% Matures: 04/15/2032 | Purchase | $100,001 - $250,000 | eFD → |
| 2025-12-26 | 2025-11-28 | 28 | Member | BITBBitwise Bitcoin ETF | Purchase | $50,001 - $100,000 | eFD → |
| 2025-12-26 | 2025-11-26 | 30 | Member | BITBBitwise Bitcoin ETF | Purchase | $50,001 - $100,000 | eFD → |
| 2025-11-27 | 2025-11-25 | 2 | Member | BITBBitwise Bitcoin ETF | Purchase | $15,001 - $50,000 | eFD → |
| 2025-11-27 | 2025-11-24 | 3 | Member | BITBBitwise Bitcoin ETF | Purchase | $50,001 - $100,000 | eFD → |
| 2025-11-27 | 2025-11-19 | 8 | Spouse | OHIO ST WTR DEV AUTH WTR REV Rate/Coupon: 5% Matures: 12/01/2035 | Purchase | $100,001 - $250,000 | eFD → |
| 2025-11-27 | 2025-11-18 | 9 | Spouse | MONTGOMERY CNTY PA INDL DEV REV Rate/Coupon: 5% Matures: 12/01/2031 | Purchase | $100,001 - $250,000 | eFD → |
| 2025-11-27 | 2025-11-04 | 23 | Member | HEMPFIELD PA AREA SCH DIST Rate/Coupon: 5% Matures: 03/15/2048 | Purchase | $250,001 - $500,000 | eFD → |
| 2025-11-27 | 2025-10-31 | 27 | Spouse | GREATER LATROBE PA SCH AUTH REV Rate/Coupon: 5% Matures: 10/01/2030 | Purchase | $100,001 - $250,000 | eFD → |
| 2025-11-27 | 2025-10-31 | 27 | Spouse | NORTHERN LEHIGH PA SCH DIST GO Rate/Coupon: 5% Matures: 03/01/2026 | Sale (full) | $15,001 - $50,000 | eFD → |
| 2025-11-27 | 2025-10-31 | 27 | Spouse | DANIEL BOONE PA AREA SCH DIST GO Rate/Coupon: 5% Matures: 04/01/2030 | Sale (full) | $50,001 - $100,000 | eFD → |
| 2025-11-27 | 2025-10-31 | 27 | Spouse | DAUPHIN CNTY PA GO Rate/Coupon: 5% Matures: 11/15/2026 | Sale (full) | $1,001 - $15,000 | eFD → |
| 2025-11-27 | 2025-10-29 | 29 | Spouse | PHILADELPHIA PA WTR & WASTEWTR REV Rate/Coupon: 5% Matures: 09/01/2031 | Purchase | $100,001 - $250,000 | eFD → |
| 2025-11-27 | 2025-10-28 | 30 | Spouse | UNIV PITTSBURGH OF THE COMWLTH REV Rate/Coupon: 5% Matures: 02/15/2029 | Sale (full) | $50,001 - $100,000 | eFD → |
| 2025-11-27 | 2025-10-28 | 30 | Spouse | HAVERFORD TWP PA SCH DIST GO Rate/Coupon: 5% Matures: 03/01/2026 | Sale (full) | $15,001 - $50,000 | eFD → |
| 2025-11-27 | 2025-10-28 | 30 | Spouse | PENNSYLVANIA ST HIGHER EDL REV Rate/Coupon: 5% Matures: 06/15/2032 | Purchase | $100,001 - $250,000 | eFD → |
| 2025-11-27 | 2025-10-28 | 30 | Spouse | DELAWARE RIV PORT AUTH PA & NJ REV Rate/Coupon: 5% Matures: 01/01/2026 | Sale (full) | $100,001 - $250,000 | eFD → |
| 2025-11-27 | 2025-10-28 | 30 | Spouse | UPPER MERION PA AREA SCH DIST GO Rate/Coupon: 5% Matures: 01/15/2031 | Sale (full) | $15,001 - $50,000 | eFD → |
| 2025-11-27 | 2025-10-28 | 30 | Spouse | PENNSYLVANIA ST GO Rate/Coupon: 5% Matures: 01/01/2026 | Sale (full) | $100,001 - $250,000 | eFD → |
| 2025-11-07 | 2025-10-24 | 14 | Spouse | NESHAMINY PA SCH DIST GO Rate/Coupon: 5% Matures: 11/01/2025 | Sale (full) | $50,001 - $100,000 | eFD → |
| 2025-11-07 | 2025-10-24 | 14 | Spouse | NORTHAMPTON CNTY PA GEN PURP A REV Rate/Coupon: 5% Matures: 11/15/2034 | Purchase | $100,001 - $250,000 | eFD → |
| 2025-11-07 | 2025-10-23 | 15 | Spouse | PENNSYLVANIA ST GO Rate/Coupon: 5% Matures: 09/01/2034 | Purchase | $100,001 - $250,000 | eFD → |
| 2025-11-07 | 2025-10-21 | 17 | Spouse | CLARKSVILLE TENN GO Rate/Coupon: 5% Matures: 01/01/2032 | Purchase | $100,001 - $250,000 | eFD → |
| 2025-11-07 | 2025-10-21 | 17 | Spouse | KING CNTY WASH SCH DIST NO 403 GO Rate/Coupon: 5% Matures: 12/01/2030 | Purchase | $100,001 - $250,000 | eFD → |
| 2025-11-07 | 2025-10-20 | 18 | Spouse | PENNSYLVANIA ST TPK COMMN TPK REV Rate/Coupon: 5% Matures: 12/01/2025 | Sale (full) | $15,001 - $50,000 | eFD → |
| 2025-11-07 | 2025-10-20 | 18 | Spouse | PENNSYLVANIA ST TPK COMMN TPK REV Rate/Coupon: 5% Matures: 12/01/2025 | Sale (full) | $100,001 - $250,000 | eFD → |
| 2025-11-07 | 2025-10-20 | 18 | Spouse | WHITEHALL TWP PA GO Rate/Coupon: 5% Matures: 12/01/2025 | Sale (full) | $15,001 - $50,000 | eFD → |
| 2025-11-07 | 2025-10-20 | 18 | Spouse | PENNSYLVANIA ST TPK COMMN TPK REV Rate/Coupon: 5% Matures: 12/01/2025 | Sale (full) | $50,001 - $100,000 | eFD → |
| 2025-11-07 | 2025-10-16 | 22 | Spouse | PA ST TPK COMMN TPK REV Rate/Coupon: 5% Matures: 12/01/2030 | Purchase | $100,001 - $250,000 | eFD → |
| 2025-11-07 | 2025-10-14 | 24 | Spouse | NEVADA ST GO Rate/Coupon: 5% Matures: 05/01/2031 | Purchase | $50,001 - $100,000 | eFD → |
| 2025-11-07 | 2025-10-08 | 30 | Spouse | PENNSYLVANIA ST GO Rate/Coupon: 5% Matures: 08/15/2034 | Purchase | $100,001 - $250,000 | eFD → |
| 2025-10-10 | 2025-09-12 | 28 | Spouse | MONTGOMERY CNTY PA INDL DEV REV Rate/Coupon: 5% Matures: 12/01/2028 | Purchase | $100,001 - $250,000 | eFD → |
| 2025-10-10 | 2025-09-10 | 30 | Member | HILTON WORLDWIDE FINANCE Rate/Coupon: 4.875% Matures: 04/01/2027 | Sale (full) | $250,001 - $500,000 | eFD → |
| 2025-10-10 | 2025-09-10 | 30 | Member | CENTRAL BUCKS PA SCH DIST GO Rate/Coupon: 5% Matures: 05/15/2045 | Purchase | $250,001 - $500,000 | eFD → |
| 2025-09-01 | 2025-08-28 | 4 | Member | TREDYFFRIN-EASTTOWN PA SCH DIST GO Rate/Coupon: 5% Matures: 02/15/2043 | Purchase | $100,001 - $250,000 | eFD → |
| 2025-09-01 | 2025-08-28 | 4 | Member | PITTSBURGH PA WTR & SWR AUTH WTR & SWR Rate/Coupon: 5% Matures: 09/01/2044 | Purchase | $100,001 - $250,000 | eFD → |
| 2025-09-01 | 2025-08-20 | 12 | Spouse | UNIV PITTSBURGH OF THE COMWLTH REV Rate/Coupon: 5% Matures: 02/15/2029 | Purchase | $15,001 - $50,000 | eFD → |
| 2025-09-01 | 2025-08-19 | 13 | Spouse | MONROE CNTY PA HOSP AUTH REV Rate/Coupon: 5% Matures: 07/01/2036 | Purchase | $100,001 - $250,000 | eFD → |
| 2025-09-01 | 2025-08-15 | 17 | Spouse | PENNSYLVANIA ST TPK COMMN TPK REV Rate/Coupon: 5% Matures: 12/01/2025 | Purchase | $15,001 - $50,000 | eFD → |
| 2025-09-01 | 2025-08-15 | 17 | Spouse | HAVERFORD TWP PA SCH DIST GO Rate/Coupon: 5% Matures: 03/01/2026 | Purchase | $15,001 - $50,000 | eFD → |
| 2025-09-01 | 2025-08-04 | 28 | Spouse | EAST STROUDSBURG PA AREA GO Rate/Coupon: 5% Matures: 09/01/2025 | Purchase | $50,001 - $100,000 | eFD → |
| 2025-08-01 | 2025-07-30 | 2 | Member | DELTA AIR LINES INC NOTE Rate/Coupon: 4.375% Matures: 04/19/2028 | Sale (full) | $250,001 - $500,000 | eFD → |
| 2025-08-01 | 2025-07-22 | 10 | Spouse | ADAMS CNTY PA GO Rate/Coupon: 5% Matures: 11/15/2025 | Purchase | $15,001 - $50,000 | eFD → |
| 2025-08-01 | 2025-07-22 | 10 | Spouse | CENTENNIAL SCH DIST BUCKS CNTY GO Rate/Coupon: 5% Matures: 12/15/2025 | Purchase | $1,001 - $15,000 | eFD → |
| 2025-08-01 | 2025-07-21 | 11 | Spouse | HOLLIDAYSBURG PA AREA SCH DIST GO Rate/Coupon: 4% Matures: 03/15/2026 | Purchase | $1,001 - $15,000 | eFD → |
| 2025-08-01 | 2025-07-21 | 11 | Spouse | PENNSYLVANIA ST GO Rate/Coupon: 5% Matures: 01/01/2026 | Purchase | $15,001 - $50,000 | eFD → |
| 2025-08-01 | 2025-07-21 | 11 | Spouse | PALMER TWP PA GO Rate/Coupon: 4% Matures: 11/15/2025 | Purchase | $1,001 - $15,000 | eFD → |
| 2025-08-01 | 2025-07-17 | 15 | Spouse | CHESTER CNTY PA GO Rate/Coupon: 4% Matures: 07/15/2026 | Purchase | $1,001 - $15,000 | eFD → |
| 2025-08-01 | 2025-07-17 | 15 | Spouse | PENNSYLVANIA ST GO Rate/Coupon: 5% Matures: 03/01/2026 | Purchase | $15,001 - $50,000 | eFD → |
| 2025-08-01 | 2025-07-17 | 15 | Spouse | SENECA VY PA SCH DIST GO Rate/Coupon: 5% Matures: 03/01/2026 | Purchase | $100,001 - $250,000 | eFD → |
| 2025-08-01 | 2025-07-15 | 17 | Spouse | UNIV PITTSBURGH OF THE COMWLTH REV Rate/Coupon: 4% Matures: 04/15/2026 | Purchase | $100,001 - $250,000 | eFD → |
| 2025-08-01 | 2025-07-02 | 30 | Spouse | NORTHAMPTON CNTY PA GO Rate/Coupon: 5% Matures: 10/01/2025 | Purchase | $15,001 - $50,000 | eFD → |
| 2025-08-01 | 2025-07-02 | 30 | Spouse | PENNSYLVANIA ST TPK COMMN TPK REV Rate/Coupon: 5% Matures: 12/01/2025 | Purchase | $1,001 - $15,000 | eFD → |
| 2025-08-01 | 2025-07-02 | 30 | Spouse | UNIV PITTSBURGH OF THE COMWLTH REV Rate/Coupon: 4% Matures: 04/15/2026 | Purchase | $1,001 - $15,000 | eFD → |
| 2025-07-02 | 2025-06-23 | 9 | Member | PHILADELPHIA PA AUTH FOR INDL DEV CITY Rate/Coupon: 5% Matures: 05/01/2036 | Purchase | $100,001 - $250,000 | eFD → |
| 2025-07-02 | 2025-06-23 | 9 | Member | HATBORO HORSHAM PA SCH DIST GO Rate/Coupon: 5% Matures: 09/15/2043 | Purchase | $250,001 - $500,000 | eFD → |
| 2025-07-02 | 2025-06-16 | 16 | Spouse | PENNSYLVANIA ST GO Rate/Coupon: 5% Matures: 09/15/2025 | Sale (full) | $15,001 - $50,000 | eFD → |
| 2025-07-02 | 2025-06-11 | 21 | Spouse | PHILADELPHIA PA GO Rate/Coupon: 5% Matures: 06/11/2025 | Purchase | $100,001 - $250,000 | eFD → |
| 2025-07-02 | 2025-06-06 | 26 | Spouse | DELAWARE CNTY PA AUTH COLLEGE REV Rate/Coupon: 5% Matures: 10/01/2025 | Purchase | $15,001 - $50,000 | eFD → |
| 2025-07-02 | 2025-06-06 | 26 | Spouse | UPPER MERION PA AREA SCH DIST GO Rate/Coupon: 5% Matures: 01/15/2031 | Purchase | $15,001 - $50,000 | eFD → |
| 2025-07-02 | 2025-06-06 | 26 | Spouse | EAST PENN PA SCH DIST GO Rate/Coupon: 4% Matures: 11/15/2025 | Purchase | $1,001 - $15,000 | eFD → |
| 2025-07-02 | 2025-06-05 | 27 | Spouse | UNIV PITTSBURGH OF THE COMWLTH REV Rate/Coupon: 4% Matures: 04/15/2026 | Purchase | $1,001 - $15,000 | eFD → |
| 2025-07-02 | 2025-06-04 | 28 | Spouse | PA ST HIGHER EDL FACS AUTH RE Rate/Coupon: 5% Matures: 10/01/2025 | Purchase | $1,001 - $15,000 | eFD → |
| 2025-07-02 | 2025-06-04 | 28 | Spouse | HANOVER BORO PA GO Rate/Coupon: 4% Matures: 10/01/2025 | Purchase | $1,001 - $15,000 | eFD → |
| 2025-07-02 | 2025-06-02 | 30 | Member | PITTSBURGH PA GO Rate/Coupon: 5% Matures: 09/01/2040 | Purchase | $250,001 - $500,000 | eFD → |
| 2025-06-04 | 2025-05-29 | 6 | Spouse | PENNSYLVANIA ST TPK COMMN TPK REV Rate/Coupon: 5% Matures: 12/01/2025 | Sale (full) | $1,001 - $15,000 | eFD → |
| 2025-06-04 | 2025-05-23 | 12 | Member | PENNSYLVANIA ST UNIV Rate/Coupon: 5% Matures: 09/01/2047 | Purchase | $250,001 - $500,000 | eFD → |
| 2025-06-04 | 2025-05-16 | 19 | Spouse | PENNSYLVANIA ST UNIV REV Rate/Coupon: 5% Matures: 05/16/2025 | Purchase | $1,001 - $15,000 | eFD → |
| 2025-06-04 | 2025-05-15 | 20 | Spouse | PENNSYLVANIA ST GO Rate/Coupon: 5% Matures: 09/01/2025 | Purchase | $1,001 - $15,000 | eFD → |
| 2025-06-04 | 2025-05-09 | 26 | Spouse | ELIZABETHTOWN PA AREA SCH DIST GO Rate/Coupon: 4% Matures: 11/15/2025 | Purchase | $1,001 - $15,000 | eFD → |
| 2025-06-04 | 2025-05-09 | 26 | Member | CENTRAL BUCKS PA SCH DIST GO Rate/Coupon: 5% Matures: 05/15/2042 | Purchase | $100,001 - $250,000 | eFD → |
| 2025-06-04 | 2025-05-08 | 27 | Spouse | PENNSYLVANIA ST UNIV REV Rate/Coupon: 5% Matures: 09/01/2025 | Purchase | $50,001 - $100,000 | eFD → |
| 2025-06-04 | 2025-05-08 | 27 | Spouse | PENNSYLVANIA ST TPK COMMN TPK REV Rate/Coupon: 5% Matures: 12/01/2025 | Purchase | $1,001 - $15,000 | eFD → |
| 2025-06-04 | 2025-05-07 | 28 | Spouse | LOWER MERION PA SCH DIST GO Rate/Coupon: 5% Matures: 04/01/2026 | Purchase | $1,001 - $15,000 | eFD → |
| 2025-06-04 | 2025-05-06 | 29 | Spouse | NORTHAMPTON CNTY PA REV Rate/Coupon: 5% Matures: 11/15/2025 | Purchase | $50,001 - $100,000 | eFD → |
| 2025-06-04 | 2025-05-06 | 29 | Member | S&P Smallcap Ishares Core ETF | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2025-06-04 | 2025-05-06 | 29 | Spouse | PENNSYLVANIA ST GO Rate/Coupon: 5% Matures: 10/01/2025 | Purchase | $15,001 - $50,000 | eFD → |
| 2025-06-04 | 2025-05-05 | 30 | Spouse | PENNSYLVANIA ST GO Rate/Coupon: 5% Matures: 01/01/2026 | Purchase | $15,001 - $50,000 | eFD → |
| 2025-06-04 | 2025-05-05 | 30 | Spouse | CENTRE CNTY PA HOSP AUTH REV Rate/Coupon: 5% Matures: 11/15/2046 | Purchase | $15,001 - $50,000 | eFD → |
| 2025-04-30 | 2025-04-22 | 8 | Member | PITTSBURGH PA GO Rate/Coupon: 5% Matures: 09/01/2042 | Purchase | $250,001 - $500,000 | eFD → |
| 2025-04-30 | 2025-04-16 | 14 | Member | PHILADELPHIA PA SCH DIST GO Rate/Coupon: 5% Matures: 09/01/2044 | Purchase | $500,001 - $1,000,000 | eFD → |
| 2025-04-30 | 2025-04-16 | 14 | Spouse | PENNSYLVANIA ST UNIV REV Rate/Coupon: 5% Matures: 03/01/2026 | Purchase | $15,001 - $50,000 | eFD → |
| 2025-04-30 | 2025-04-16 | 14 | Spouse | NORTHEASTERN YORK PA SCH DIST GO Rate/Coupon: 5% Matures: 03/01/2031 | Purchase | $15,001 - $50,000 | eFD → |
| 2025-04-30 | 2025-04-15 | 15 | Spouse | NAZARETH PA AREA SCH DIST GO Rate/Coupon: 5% Matures: 11/15/2035 | Purchase | $1,001 - $15,000 | eFD → |
| 2025-04-30 | 2025-04-09 | 21 | Member | BITBBitwise Bitcoin ETF | Purchase | $15,001 - $50,000 | eFD → |
| 2025-04-30 | 2025-04-08 | 22 | Spouse | WEST VIEW PA WTR AUTH WTR REV Rate/Coupon: 5% Matures: 11/15/2025 | Purchase | $1,001 - $15,000 | eFD → |
| 2025-04-30 | 2025-04-08 | 22 | Spouse | PENNSYLVANIA ST GO Rate/Coupon: 5% Matures: 08/15/2025 | Purchase | $15,001 - $50,000 | eFD → |
| 2025-04-30 | 2025-04-08 | 22 | Spouse | PENNSYLVANIA ST GO Rate/Coupon: 5% Matures: 10/01/2025 | Purchase | $1,001 - $15,000 | eFD → |
| 2025-04-30 | 2025-04-08 | 22 | Spouse | PENNSYLVANIA ST GO Rate/Coupon: 5% Matures: 01/01/2026 | Purchase | $1,001 - $15,000 | eFD → |
| 2025-04-30 | 2025-04-08 | 22 | Spouse | PITTSBURGH PA SCH DIST GO Rate/Coupon: 5% Matures: 09/01/2025 | Purchase | $1,001 - $15,000 | eFD → |
| 2025-04-30 | 2025-04-08 | 22 | Spouse | EASTON PA AREA SCH DIST GO Rate/Coupon: 4% Matures: 04/01/2026 | Purchase | $15,001 - $50,000 | eFD → |
| 2025-04-30 | 2025-04-08 | 22 | Spouse | DELAWARE RIV PORT AUTH PA & NJ REV Rate/Coupon: 5% Matures: 01/01/2026 | Purchase | $1,001 - $15,000 | eFD → |
| 2025-04-30 | 2025-04-07 | 23 | Member | BITBBitwise Bitcoin ETF | Purchase | $15,001 - $50,000 | eFD → |
| 2025-04-30 | 2025-04-07 | 23 | Spouse | CHELTENHAM TWP PA SCH DIST GO Rate/Coupon: 4% Matures: 09/15/2025 | Purchase | $15,001 - $50,000 | eFD → |
| 2025-04-30 | 2025-04-07 | 23 | Spouse | PENNSYLVANIA ST GO Rate/Coupon: 5% Matures: 08/15/2025 | Purchase | $1,001 - $15,000 | eFD → |
| 2025-04-30 | 2025-04-04 | 26 | Spouse | PENNSYLVANIA ST GO Rate/Coupon: 5% Matures: 08/15/2025 | Purchase | $15,001 - $50,000 | eFD → |
| 2025-04-30 | 2025-04-03 | 27 | Member | BITBBitwise Bitcoin ETF | Purchase | $15,001 - $50,000 | eFD → |
| 2025-04-30 | 2025-04-02 | 28 | Spouse | ALTOONA PA AREA SCH DIST GO Rate/Coupon: 5% Matures: 12/01/2039 | Purchase | $15,001 - $50,000 | eFD → |
| 2025-04-30 | 2025-04-02 | 28 | Member | ORACLE CORP NOTE Rate/Coupon: 1.65% Matures: 03/25/2026 | Sale (full) | $250,001 - $500,000 | eFD → |
| 2025-04-30 | 2025-04-02 | 28 | Spouse | PITTSBURGH PA SCH DIST GO Rate/Coupon: 5% Matures: 09/01/2025 | Purchase | $15,001 - $50,000 | eFD → |
| 2025-04-30 | 2025-04-02 | 28 | Member | BITBBitwise Bitcoin ETF | Purchase | $15,001 - $50,000 | eFD → |
| 2025-04-30 | 2025-04-02 | 28 | Spouse | NORTHERN LEHIGH PA SCH DIST GO Rate/Coupon: 5% Matures: 03/01/2026 | Purchase | $15,001 - $50,000 | eFD → |
| 2025-04-30 | 2025-04-02 | 28 | Spouse | PENNSYLVANIA ST GO Rate/Coupon: 5% Matures: 10/01/2025 | Purchase | $1,001 - $15,000 | eFD → |
| 2025-04-30 | 2025-04-02 | 28 | Member | FOX CHAPEL PA AREA SCH DIST GO Rate/Coupon: 5% Matures: 02/01/2042 | Purchase | $250,001 - $500,000 | eFD → |
| 2025-04-30 | 2025-04-01 | 29 | Member | MERCER CNTY PA GO Rate/Coupon: 5% Matures: 10/01/2037 | Purchase | $250,001 - $500,000 | eFD → |
| 2025-04-30 | 2025-03-31 | 30 | Member | BITBBitwise Bitcoin ETF | Purchase | $15,001 - $50,000 | eFD → |
| 2025-04-23 | 2025-03-27 | 27 | Member | BITBBitwise Bitcoin ETF | Purchase | $50,001 - $100,000 | eFD → |
| 2025-04-23 | 2025-03-25 | 29 | Member | EAST WHITELAND TWP PA GO Rate/Coupon: 5% Matures: 12/01/2036 | Purchase | $250,001 - $500,000 | eFD → |
| 2025-04-23 | 2025-03-25 | 29 | Member | BITBBitwise Bitcoin ETF | Purchase | $50,001 - $100,000 | eFD → |
| 2025-04-23 | 2025-03-24 | 30 | Member | PENNSYLVANIA ST TPK COMMN TPK REV Rate/Coupon: 5% Matures: 06/01/2037 | Purchase | $100,001 - $250,000 | eFD → |
| 2025-04-23 | 2025-03-24 | 30 | Member | BITBBitwise Bitcoin ETF | Purchase | $15,001 - $50,000 | eFD → |
| 2025-03-29 | 2025-03-20 | 9 | Member | BITBBitwise Bitcoin ETF | Purchase | $50,001 - $100,000 | eFD → |
| 2025-03-29 | 2025-03-17 | 12 | Spouse | BETHLEHEM PA AREA SCH DIST GO Rate/Coupon: 5% Matures: 07/15/2025 | Purchase | $100,001 - $250,000 | eFD → |
| 2025-03-29 | 2025-03-17 | 12 | Spouse | CENTRAL DAUPHIN PA SCH DIST GO Rate/Coupon: 5% Matures: 02/01/2026 | Purchase | $1,001 - $15,000 | eFD → |
| 2025-03-29 | 2025-03-13 | 16 | Member | PARAMOUNT GLOBAL NOTE Rate/Coupon: 4% Matures: 01/15/2026 | Sale (full) | $250,001 - $500,000 | eFD → |
| 2025-03-29 | 2025-03-13 | 16 | Member | PENNSYLVANIA ECONOMIC DEV FING AUTH UPMC REV BDS Rate/Coupon: 5% Matures: 05/15/2038 | Purchase | $100,001 - $250,000 | eFD → |
| 2025-03-29 | 2025-03-13 | 16 | Member | GENERAL MILLS INC Rate/Coupon: 5.25% Matures: 01/30/2035 | Purchase | $250,001 - $500,000 | eFD → |
| 2025-03-29 | 2025-03-13 | 16 | Member | BITBBitwise Bitcoin ETF | Purchase | $15,001 - $50,000 | eFD → |
| 2025-03-29 | 2025-03-11 | 18 | Member | BITBBitwise Bitcoin ETF | Purchase | $15,001 - $50,000 | eFD → |
| 2025-03-29 | 2025-03-10 | 19 | Member | BITBBitwise Bitcoin ETF | Purchase | $50,001 - $100,000 | eFD → |
| 2025-03-29 | 2025-03-05 | 24 | Member | KB HOME NOTE Rate/Coupon: 7.25% Matures: 07/15/2030 | Purchase | $250,001 - $500,000 | eFD → |
| 2025-03-29 | 2025-03-05 | 24 | Member | BITBBitwise Bitcoin ETF | Purchase | $15,001 - $50,000 | eFD → |
| 2025-03-29 | 2025-03-04 | 25 | Spouse | PENNSYLVANIA ST GO Rate/Coupon: 5% Matures: 09/15/2025 | Purchase | $1,001 - $15,000 | eFD → |
| 2025-03-29 | 2025-03-04 | 25 | Spouse | DELAWARE RIV PORT AUTH PA & NJ REV Rate/Coupon: 5% Matures: 01/01/2026 | Purchase | $100,001 - $250,000 | eFD → |
| 2025-03-29 | 2025-03-03 | 26 | Member | BITBBitwise Bitcoin ETF | Purchase | $50,001 - $100,000 | eFD → |
| 2025-03-29 | 2025-02-28 | 29 | Spouse | PENNSYLVANIA ST TPK COMMN TPK REV Rate/Coupon: 5% Matures: 12/01/2025 | Purchase | $100,001 - $250,000 | eFD → |
| 2025-03-29 | 2025-02-28 | 29 | Member | BITBBitwise Bitcoin ETF | Purchase | $15,001 - $50,000 | eFD → |
| 2025-03-29 | 2025-02-28 | 29 | Spouse | GSGoldman Sachs Group | Sale (partial) | $1,000,001 - $5,000,000 | eFD → |
| 2025-03-29 | 2025-02-27 | 30 | Member | BITBBitwise Bitcoin ETF | Purchase | $50,001 - $100,000 | eFD → |
| 2025-03-29 | 2025-02-27 | 30 | Spouse | PENNSYLVANIA ST TPK COMMN TPK REV Rate/Coupon: 5% Matures: 12/01/2030 | Purchase | $50,001 - $100,000 | eFD → |
| 2025-03-19 | 2025-02-18 | 29 | Spouse | PHILADELPHIA PA WTR & WASTEWTR REV Rate/Coupon: 5% Matures: 10/01/2025 | Purchase | $15,001 - $50,000 | eFD → |
| 2025-03-05 | 2025-02-26 | 7 | Member | BITBBitwise Bitcoin ETF | Purchase | $15,001 - $50,000 | eFD → |
| 2025-03-05 | 2025-02-25 | 8 | Spouse | PENNSYLVANIA ST TPK COMMN OIL REV Rate/Coupon: 5% Matures: 12/01/2025 | Purchase | $15,001 - $50,000 | eFD → |
| 2025-03-05 | 2025-02-25 | 8 | Member | BITBBitwise Bitcoin ETF | Purchase | $50,001 - $100,000 | eFD → |
| 2025-03-05 | 2025-02-24 | 9 | Spouse | PA ST HIGHER EDL FACS AUTH Rate/Coupon: 5% Matures: 10/01/2036 | Purchase | $1,001 - $15,000 | eFD → |
| 2025-03-05 | 2025-02-24 | 9 | Spouse | PENNSYLVANIA ST GO Rate/Coupon: 5% Matures: 09/15/2025 | Purchase | $15,001 - $50,000 | eFD → |
| 2025-03-05 | 2025-02-24 | 9 | Spouse | UPPER MERION PA AREA SCH DIST GO Rate/Coupon: 5% Matures: 01/15/2030 | Purchase | $1,001 - $15,000 | eFD → |
| 2025-03-05 | 2025-02-24 | 9 | Member | ALLEGHENY CNTY PA GO Rate/Coupon: 5% Matures: 12/01/2039 | Purchase | $250,001 - $500,000 | eFD → |
| 2025-03-05 | 2025-02-24 | 9 | Spouse | PENNSYLVANIA ST GO Rate/Coupon: 5% Matures: 09/15/2025 | Purchase | $1,001 - $15,000 | eFD → |
| 2025-03-05 | 2025-02-24 | 9 | Member | PITTSBURGH PA WTR & SWR AUTH WTR & SWR Rate/Coupon: 5% Matures: 09/01/2044 | Purchase | $100,001 - $250,000 | eFD → |
| 2025-03-05 | 2025-02-24 | 9 | Spouse | LANCASTER CNTY PA GO Rate/Coupon: 5% Matures: 11/01/2025 | Purchase | $15,001 - $50,000 | eFD → |
| 2025-03-05 | 2025-02-20 | 13 | Spouse | PENNSYLVANIA ST GO Rate/Coupon: 5% Matures: 01/01/2026 | Purchase | $15,001 - $50,000 | eFD → |
| 2025-03-05 | 2025-02-19 | 14 | Spouse | PENNSYLVANIA ST TPK COMMN TPK Rate/Coupon: 5% Matures: 06/01/2025 | Purchase | $1,001 - $15,000 | eFD → |
| 2025-03-05 | 2025-02-19 | 14 | Spouse | PENNSYLVANIA ST TPK COMMN TPK Rate/Coupon: 5% Matures: 12/01/2025 | Purchase | $1,001 - $15,000 | eFD → |
| 2025-03-05 | 2025-02-18 | 15 | Spouse | WHITEHALL TWP PA GO Rate/Coupon: 5% Matures: 12/01/2025 | Purchase | $15,001 - $50,000 | eFD → |
| 2025-03-05 | 2025-02-14 | 19 | Spouse | PENNSYLVANIA ST GO Rate/Coupon: 5% Matures: 02/14/2025 | Purchase | $1,001 - $15,000 | eFD → |
| 2025-03-05 | 2025-02-10 | 23 | Member | ALLEGHENY CNTY PA GO BDS Rate/Coupon: 5% Matures: 12/01/2039 | Purchase | $250,001 - $500,000 | eFD → |
| 2025-03-05 | 2025-02-10 | 23 | Member | PITTSBURGH PA WTR & SWR AUTH WTR & SWR Rate/Coupon: 5% Matures: 09/01/2044 | Purchase | $250,001 - $500,000 | eFD → |
| 2025-03-05 | 2025-02-05 | 28 | Member | EAGLE MTN & SAGINAW TEX INDPT SCH DIST UNLTD TAX SCH BLDG BDS Rate/Coupon: 5% Matures: 08/15/2026 | Purchase | $15,001 - $50,000 | eFD → |
| 2025-03-05 | 2025-02-05 | 28 | Member | ALLENTOWN PA SCH DIST GO BDS Rate/Coupon: 5% Matures: 06/01/2043 | Purchase | $500,001 - $1,000,000 | eFD → |
| 2025-03-05 | 2025-02-04 | 29 | Spouse | PHILADELPHIA PA GO Rate/Coupon: 5% Matures: 08/01/2025 | Purchase | $15,001 - $50,000 | eFD → |
| 2025-03-05 | 2025-02-04 | 29 | Spouse | MONTOUR PA SCH DIST GO Rate/Coupon: 5% Matures: 04/01/2042 | Purchase | $1,001 - $15,000 | eFD → |
| 2025-03-05 | 2025-02-03 | 30 | Spouse | PENNSYLVANIA ST TPK COMMN TPK REV Rate/Coupon: 5% Matures: 12/01/2025 | Purchase | $50,001 - $100,000 | eFD → |
| 2025-03-05 | 2024-02-18 | 381 ·>45 | Spouse | PHILADELPHIA PA WTR & WASTEWTR REV Rate/Coupon: 5% Matures: 10/01/2025 | Purchase | $15,001 - $50,000 | eFD → |
| 2025-02-09 | 2025-01-24 | 16 | Spouse | ARMSTRONG CNTY PA GO Rate/Coupon: 5% Matures: 06/01/2026 | Purchase | $1,001 - $15,000 | eFD → |
| 2025-02-09 | 2025-01-23 | 17 | Member | PENNSYLVANIA ST UNIV BDS Rate/Coupon: 5% Matures: 09/01/2044 | Purchase | $100,001 - $250,000 | eFD → |
| 2025-02-09 | 2025-01-23 | 17 | Spouse | PENNSYLVANIA ST GO 5% Rate/Coupon: 5% Matures: 09/15/2025 | Purchase | $50,001 - $100,000 | eFD → |
| 2025-02-09 | 2025-01-23 | 17 | Member | PHILADELPHIA PA GAS WKS REV BDS Rate/Coupon: 5% Matures: 08/01/2033 | Purchase | $100,001 - $250,000 | eFD → |
| 2025-02-09 | 2025-01-23 | 17 | Spouse | UPPER ST CLAIR TWP PA SCH DIST GO Rate/Coupon: 4% Matures: 10/01/2025 | Purchase | $15,001 - $50,000 | eFD → |
| 2025-02-09 | 2025-01-23 | 17 | Spouse | BELLEFONTE PA AREA SCH DIST GO Rate/Coupon: 5% Matures: 05/15/2025 | Purchase | $15,001 - $50,000 | eFD → |
| 2025-02-09 | 2025-01-23 | 17 | Spouse | PENNSYLVANIA ST GO Rate/Coupon: 5% Matures: 10/01/2025 | Purchase | $50,001 - $100,000 | eFD → |
| 2025-02-09 | 2025-01-23 | 17 | Spouse | PHILADELPHIA PA WTR & WASTEWTR REV Rate/Coupon: 5% Matures: 10/01/2025 | Purchase | $15,001 - $50,000 | eFD → |
| 2025-02-09 | 2025-01-22 | 18 | Spouse | NORTHEASTERN YORK PA SCH DIST GO Rate/Coupon: 5% Matures: 03/01/2031 | Purchase | $15,001 - $50,000 | eFD → |
| 2025-02-09 | 2025-01-22 | 18 | Spouse | CARLISLE PA AREA SCH DIST GO Rate/Coupon: 5% Matures: 09/01/2025 | Purchase | $1,001 - $15,000 | eFD → |
| 2025-02-09 | 2025-01-22 | 18 | Spouse | PENNSYLVANIA ST GO Rate/Coupon: 5% Matures: 01/01/2026 | Purchase | $15,001 - $50,000 | eFD → |
| 2025-02-09 | 2025-01-22 | 18 | Spouse | NAZARETH PA AREA SCH DIST GO Rate/Coupon: 5% Matures: 11/15/2036 | Purchase | $15,001 - $50,000 | eFD → |
| 2025-02-09 | 2025-01-22 | 18 | Spouse | LOWER MERION TWP PA GO Rate/Coupon: 5% Matures: 01/15/2026 | Purchase | $1,001 - $15,000 | eFD → |
| 2025-02-09 | 2025-01-21 | 19 | Member | OCCIDENTAL PETE CORP NOTE Rate/Coupon: 5.55% Matures: 10/01/2034 | Purchase | $250,001 - $500,000 | eFD → |
| 2025-02-09 | 2025-01-17 | 23 | Member | ARES CAPITAL CORP NOTE Rate/Coupon: 5.80% Matures: 03/08/2032 | Purchase | $250,001 - $500,000 | eFD → |
| 2025-02-09 | 2025-01-16 | 24 | Member | PITTSBURGH & ALLEGHENY CNTY PA SPORTS & EXHIB AUTH REV REG ASSET DIST SALES TAX REV SER. Rate/Coupon: 5% Matures: 02/01/2031 | Purchase | $250,001 - $500,000 | eFD → |
| 2025-02-09 | 2025-01-16 | 24 | Spouse | PENNSYLVANIA ST GO Rate/Coupon: 5% Matures: 10/01/2025 | Purchase | $1,001 - $15,000 | eFD → |
| 2025-02-09 | 2025-01-16 | 24 | Member | ATHENE HOLDING LTD NOTE Rate/Coupon: 6.65% Matures: 02/01/2033 | Purchase | $250,001 - $500,000 | eFD → |
| 2025-02-09 | 2025-01-16 | 24 | Member | RUMRumble Inc | Sale (full) | $1,000,001 - $5,000,000 | eFD → |
| 2025-02-09 | 2025-01-14 | 26 | Spouse | PITTSBURGH PENNSYLVANIA GO Rate/Coupon: 5% Matures: 09/01/2025 | Purchase | $15,001 - $50,000 | eFD → |
| 2025-02-09 | 2025-01-14 | 26 | Spouse | NORTH HILLS PA SCH DIST GO Rate/Coupon: 4% Matures: 10/15/2025 | Purchase | $1,001 - $15,000 | eFD → |
| 2025-02-09 | 2025-01-14 | 26 | Spouse | EST HMPFLD TW PA IND DV AT REV Rate/Coupon: 5% Matures: 07/01/2047 | Purchase | $50,001 - $100,000 | eFD → |
| 2025-02-09 | 2025-01-13 | 27 | Spouse | CARLISLE PA AREA SCH DIST GO Rate/Coupon: 5% Matures: 09/01/2025 | Purchase | $15,001 - $50,000 | eFD → |
| 2025-02-09 | 2025-01-10 | 30 | Member | MCDONALDS CORP MTN Rate/Coupon: 4.7% Matures: 12/09/2035 | Purchase | $250,001 - $500,000 | eFD → |
| 2025-02-09 | 2025-01-10 | 30 | Spouse | PENNSYLVANIA ST HIGHER EDL REV Rate/Coupon: 5% Matures: 06/15/2025 | Purchase | $1,001 - $15,000 | eFD → |
| 2025-02-09 | 2025-01-10 | 30 | Member | CARLYLE SECURED LENDING INC NOTE Rate/Coupon: 6.75% Matures: 02/18/2030 | Purchase | $250,001 - $500,000 | eFD → |
| 2025-02-09 | 2025-01-10 | 30 | Member | PHILLIPS 66 NOTE Rate/Coupon: 4.65% Matures: 11/15/2034 | Purchase | $250,001 - $500,000 | eFD → |
| 2025-02-09 | 2025-01-09 | 31 | Spouse | DELAWARE RIV PORT AUTH PA & NJ REV Rate/Coupon: 5% Matures: 01/01/2026 | Purchase | $1,001 - $15,000 | eFD → |
| 2025-02-09 | 2025-01-09 | 31 | Spouse | COLONIAL PA SCH DIST GO Rate/Coupon: 5% Matures: 02/15/2025 | Purchase | $50,001 - $100,000 | eFD → |
| 2025-02-05 | 2025-01-06 | 30 | Spouse | POCONO MTN PA SCH DIST GO Rate/Coupon: 5% Matures: 09/01/2025 | Purchase | $1,001 - $15,000 | eFD → |
How these are read and published: methodology.
Holdings · annual financial disclosure
Assets listed on the 2025 report.
351 assets with a value on the report filed 2026-08-13, 4 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) |
|---|---|---|---|
| Nasdaq QQQ Invesco ETF | Fund | Member | $100,001 - $250,000 |
| iShares Core S&P Small-Cap | Fund | Member | $50,001 - $100,000 |
| Dividend Appreciation ETF Vanguard | Fund | Member | $100,001 - $250,000 |
| Growth ETF Vanguard | Fund | Member | $100,001 - $250,000 |
| QIWSQ - Fidelity | Other | Member | None (or less than $1,001) |
| Information Technology ETF Vanguard | Fund | Member | None (or less than $1,001) |
| FCASH - Fidelity | Other | Member | $15,001 - $50,000 |
| iShares Core S&P Small-Cap | Fund | Member | $100,001 - $250,000 |
| Nasdaq QQQ Invesco ETF | Fund | Member | $250,001 - $500,000 |
| Dividend Appreciation ETF Vanguard | Fund | Member | $250,001 - $500,000 |
| Growth ETF Vanguard | Fund | Member | $250,001 - $500,000 |
| FCASH- Fidelity | Other | Member | $15,001 - $50,000 |
| WisdomTree U.S. Quality Dividend Growth Fund | Stock | Member | $50,001 - $100,000 |
| US Treasury | Bond | Member | $50,001 - $100,000 |
| Dynasty Trust Real Estate Investment | Other | Member | $1,000,001 - $5,000,000 |
| GS Activebeta US Largecap ETF | Fund | Spouse | Over $1,000,000 and held independently by spouse or dependent child |
| Ishares S&P 500 Index Fund - Class G | Fund | Spouse | $100,001 - $250,000 |
| BTMKX-Ishares MSCI EAFE International Index Fund - Cla | Fund | Spouse | $15,001 - $50,000 |
| State Street Hedged International Developed Equi | Fund | Spouse | $15,001 - $50,000 |
| Xtrackers MSCI EAFE Hedged Equity ETF | Fund | Spouse | $250,001 - $500,000 |
| Goldman Sachs | Other | Spouse | Over $1,000,000 and held independently by spouse or dependent child |
| GTFPX | Fund | Spouse | $250,001 - $500,000 |
| GSKPX | Fund | Spouse | Over $1,000,000 and held independently by spouse or dependent child |
| GS Restricted Stock Units | Stock | Spouse | Over $1,000,000 and held independently by spouse or dependent child |
| PENNSYLVANIA ST GO JD GO BDS FIRST SER PRERE | Bond | Spouse | $250,001 - $500,000 |
| Stonebridge 2021 Access Fund LP | Other | Spouse | $250,001 - $500,000 |
| Stonebridge 2022 Access Fund | Other | Spouse | $500,001 - $1,000,000 |
| PPS Investors Employee LP | Other | Spouse | $500,001 - $1,000,000 |
| West Street Senior Credit Partners III Employee Fund | Other | Spouse | $100,001 - $250,000 |
| CARLISLE BORO PA GO JJ GO BDS | Bond | Spouse | $50,001 - $100,000 |
| SPRING TWP PA GO BDS | Bond | Spouse | $15,001 - $50,000 |
| ALLEGHENY CNTY PA SAN AUTH SWR REV JD REV BDS 2020 | Bond | Spouse | $50,001 - $100,000 |
| PITTSBURGH PA SCH DIST GO MS GO BDS 2019 | Bond | Spouse | $50,001 - $100,000 |
| LOWER MERION PA SCH DIST GO MN GO BDS | Bond | Spouse | $50,001 - $100,000 |
| PENNSYLVANIA ST GO MN GO BDS First Ser | Bond | Spouse | $50,001 - $100,000 |
| SOUTHEASTERN PA TRANSN AUTH JD REV BDS 2022 | Bond | Spouse | $50,001 - $100,000 |
| PHILADELPHIA PA WTR & WASTEWTR REV MS REV SER B | Bond | Spouse | $15,001 - $50,000 |
| SWARTHMORE BORO AUTH PA REV MS COLLEGE | Bond | Spouse | $50,001 - $100,000 |
| LOWER MERION PA SCH DIST GO MN GO BDS 2021 | Bond | Spouse | $15,001 - $50,000 |
| PENNSYLVANIA INFRASTRUCTURE REV JJ INVESTMENT AUTHORITY | Bond | Spouse | $15,001 - $50,000 |
| DELAWARE RIV JT TOLL BRDG REV JJ COMMN | Bond | Spouse | $15,001 - $50,000 |
| PENNSYLVANIA ST GO AO GO BDS FIRST 2022 | Bond | Spouse | $50,001 - $100,000 |
| ARMSTRONG SCH DIST PA GO MS GO REF BDS 2019 A | Bond | Spouse | $15,001 - $50,000 |
| PENNSYLVANIA ST GO MN GO BDS FIRST SER 2020 UT | Bond | Spouse | $15,001 - $50,000 |
| MONTGOMERY CNTY PA GO JJ GO BDS 2019 A | Bond | Spouse | $15,001 - $50,000 |
| PENNSYLVANIA ST HIGHER EDL REV FA FACS AUTH | Bond | Spouse | $50,001 - $100,000 |
| PINE-RICHLAND SCH DIST PA GO MS GO UNLTD | Bond | Spouse | $15,001 - $50,000 |
| DANIEL BOONE PA AREA SCH DIST GO | Bond | Spouse | None (or less than $1,001) |
| PENNSYLVANIA ST GO FA RFDG-FIRST SER | Bond | Spouse | None (or less than $1,001) |
| EAST STROUDSBURG PA AREA MS SCH | Bond | Spouse | None (or less than $1,001) |
| NESHAMINY PA SCH DIST GO MN GO BDS 2023B | Bond | Spouse | None (or less than $1,001) |
| PENNSYLVANIA ST GO CA FA GO BDS 2015 | Bond | Spouse | None (or less than $1,001) |
| DELAWARE VALLEY PA REGL FIN REV FA | Bond | Spouse | None (or less than $1,001) |
| DAUPHIN CNTY PA GO MN GO BDS 2020 A UT | Bond | Spouse | None (or less than $1,001) |
| PENNSYLVANIA ST TPK COMMN TPK REV JD REV PRERE 12/1/2024 | Bond | Spouse | None (or less than $1,001) |
| PHILADELPHIA PA WTR & WASTEWTR REV JJ REV REV REF BDS 2014A PRERE 07/01/24 | Bond | Spouse | None (or less than $1,001) |
| SOUTHCENTRAL PA GEN AUTH REV REV CA JD WELLSPAN HEALTH OBLIG GROUP SER A BEO | Bond | Spouse | None (or less than $1,001) |
| DELAWARE RIV PORT AUTH PA & NJ REV REF REV BDS 2018 B BEO | Bond | Spouse | None (or less than $1,001) |
| PENNSYLVANIA ST GOJJ REF BDS 2017 LT | Bond | Spouse | None (or less than $1,001) |
| WEST ALLEGHENY PA SCH DIST GO MS LTD | Bond | Spouse | None (or less than $1,001) |
| PENN-TRAFFORD PA SCH DIST GO MN LTD TAX | Bond | Spouse | None (or less than $1,001) |
| WHITEHALL-COPLAY PA SCH DIST GO MN GO | Bond | Spouse | None (or less than $1,001) |
| AU*TH HEALTH SYS REV CA JJ RFDG- | Bond | Spouse | None (or less than $1,001) |
| ARMSTRONG CNTY PA GO | Bond | Spouse | None (or less than $1,001) |
| ATHENS PA AREA SCH DIST GO | Bond | Spouse | None (or less than $1,001) |
| BERMUDIAN SPRINGS PA SCH DIST GO | Bond | Spouse | None (or less than $1,001) |
| BETHLEHEM PA AREA SCH DIST GO | Bond | Spouse | None (or less than $1,001) |
| BUCKS CNTY PA GO | Bond | Spouse | None (or less than $1,001) |
| BUCKS CNTY PA WTR & SWR AUTH REV | Bond | Spouse | None (or less than $1,001) |
| CARLISLE BORO PA GO | Bond | Spouse | None (or less than $1,001) |
| CARLISLE PA AREA SCH DIST GO | Bond | Spouse | None (or less than $1,001) |
| CHESTER CNTY PA GO | Bond | Spouse | None (or less than $1,001) |
| COMMONWEALTH FING AUTH PA REV | Bond | Spouse | None (or less than $1,001) |
| CRAWFORD CENT SCH DIST PA GO | Bond | Spouse | None (or less than $1,001) |
| CUMBERLAND CNTY PA GO | Bond | Spouse | None (or less than $1,001) |
| DANIEL BOONE PA AREA SCH DIST GO | Bond | Spouse | None (or less than $1,001) |
| DELAWARE RIV JT TOLL BRDG REV | Bond | Spouse | None (or less than $1,001) |
| DERRY PA AREA SCH DIST GO | Bond | Spouse | None (or less than $1,001) |
| FAIRFIELD PA AREA SCH DIST GO | Bond | Spouse | None (or less than $1,001) |
| HAVERFORD TWP PA GO | Bond | Spouse | None (or less than $1,001) |
| HAVERFORD TWP PA SCH DIST GO | Bond | Spouse | None (or less than $1,001) |
| HEMPFIELD PA AREA SCH DIST GO | Bond | Spouse | None (or less than $1,001) |
| LANCASTER PA AREA SWR AUTH REV | Bond | Spouse | None (or less than $1,001) |
| LOWER MERION PA SCH DIST GO | Bond | Spouse | None (or less than $1,001) |
| MANHEIM TWP PA SCH DIST GO | Bond | Spouse | None (or less than $1,001) |
| MARPLE-NEWTOWN PA SCH DIST GO | Bond | Spouse | None (or less than $1,001) |
| MIFFLINBURG AREA SCH DIST PA GO | Bond | Spouse | None (or less than $1,001) |
| MONTGOMERY CNTY PA INDL DEV AU REV | Bond | Spouse | None (or less than $1,001) |
| MONTGOMERY CNTY PA INDL DEV AU REV | Bond | Spouse | None (or less than $1,001) |
| MONTGOMERY CNTY PA INDL DEV REV | Bond | Spouse | None (or less than $1,001) |
| MOUNT LEBANON PA SCH DIST GO | Bond | Spouse | None (or less than $1,001) |
| NAZARETH PA AREA SCH DIST GO | Bond | Spouse | None (or less than $1,001) |
| NEWTOWN TWP PA MUN AUTH GTD REV | Bond | Spouse | None (or less than $1,001) |
| NORTH ALLEGHENY PA SCH DIST GO | Bond | Spouse | None (or less than $1,001) |
| NORTH PENN PA WTR AUTH WTR REV | Bond | Spouse | None (or less than $1,001) |
| NORTHERN LEHIGH PA SCH DIST GO | Bond | Spouse | None (or less than $1,001) |
| PA ST HIGHER EDL FACS AUTH REV | Bond | Spouse | None (or less than $1,001) |
| PENNSYLVANIA HSG FIN AGY REV | Bond | Spouse | None (or less than $1,001) |
| PENNSYLVANIA ST GO | Bond | Spouse | None (or less than $1,001) |
| PENNSYLVANIA ST HIGHER EDL REV | Bond | Spouse | None (or less than $1,001) |
| PENNSYLVANIA ST HIGHER EDL REV CA JD | Bond | Spouse | None (or less than $1,001) |
| PENNSYLVANIA ST UNIV REV | Bond | Spouse | None (or less than $1,001) |
| PERKIOMEN VY SCH DIST PA GO | Bond | Spouse | None (or less than $1,001) |
| PITTSBURGH PA GO | Bond | Spouse | None (or less than $1,001) |
| PITTSBURGH PA GO | Bond | Spouse | None (or less than $1,001) |
| PITTSBURGH PA PUB PKG AUTH PKG REV | Bond | Spouse | None (or less than $1,001) |
| ROSTRAVER TWP PA GO | Bond | Spouse | None (or less than $1,001) |
| SOLEBURY TWP PA GO | Bond | Spouse | None (or less than $1,001) |
| SOUTHEASTERN PA TRANSN AUTH REV | Bond | Spouse | None (or less than $1,001) |
| SOUTHEASTERN PA TRANSN AUTH REV | Bond | Spouse | None (or less than $1,001) |
| SPRING TWP PA GO | Bond | Spouse | None (or less than $1,001) |
| STATE COLLEGE AREA SCHOOL DIST GO | Bond | Spouse | None (or less than $1,001) |
| STATE COLLEGE PA AREA SCH DIST GO | Bond | Spouse | None (or less than $1,001) |
| UNIV PITTSBURGH OF THE COMWLTH REV | Bond | Spouse | None (or less than $1,001) |
| UPPER MORELAND TWP PA SCH DIST GO | Bond | Spouse | None (or less than $1,001) |
| UPPER ST CLAIR TWP PA GO | Bond | Spouse | None (or less than $1,001) |
| WEST JEFFERSON HILLS PA SCH GO | Bond | Spouse | None (or less than $1,001) |
| WESTERN WESTMORELAND MUN AUTH REV | Bond | Spouse | None (or less than $1,001) |
| WILSON PA AREA SCH DIST GO | Bond | Spouse | None (or less than $1,001) |
| YORK CNTY PA GO | Bond | Spouse | None (or less than $1,001) |
| ABINGTON PA SCH DIST GO | Bond | Spouse | None (or less than $1,001) |
| ALLEGHENY CNTY PA PORT AUTH REV | Bond | Spouse | None (or less than $1,001) |
| PENNSYLVANIA ST GO | Bond | Spouse | None (or less than $1,001) |
| PENNSYLVANIA ST GO | Bond | Spouse | None (or less than $1,001) |
| PENNSYLVANIA ST GO | Bond | Spouse | None (or less than $1,001) |
| PENNSYLVANIA ST GO | Bond | Spouse | None (or less than $1,001) |
| POCONO MTN PA SCH DIST GO | Bond | Spouse | None (or less than $1,001) |
| COLONIAL PA SCH DIST GO | Bond | Spouse | None (or less than $1,001) |
| DELAWARE RIV PORT AUTH PA & NJ REV | Bond | Spouse | None (or less than $1,001) |
| PENNSYLVANIA ST HIGHER EDL REV | Bond | Spouse | None (or less than $1,001) |
| CARLISLE PA AREA SCH DIST GO | Bond | Spouse | None (or less than $1,001) |
| NORTH HILLS PA SCH DIST GO | Bond | Spouse | None (or less than $1,001) |
| PITTSBURGH PENNSYLVANIA GO | Bond | Spouse | None (or less than $1,001) |
| EST HMPFLD TW PA IND DV AT REV | Bond | Spouse | None (or less than $1,001) |
| NORTHEASTERN YORK PA SCH DIST GO | Bond | Spouse | None (or less than $1,001) |
| NAZARETH PA AREA SCH DIST GO | Bond | Spouse | None (or less than $1,001) |
| PENNSYLVANIA ST GO | Bond | Spouse | None (or less than $1,001) |
| UPPER ST CLAIR TWP PA SCH DIST GO | Bond | Spouse | None (or less than $1,001) |
| BELLEFONTE PA AREA SCH DIST GO | Bond | Spouse | None (or less than $1,001) |
| PHILADELPHIA PA WTR & WASTEWTR REV | Bond | Spouse | None (or less than $1,001) |
| ARMSTRONG CNTY PA GO | Bond | Spouse | None (or less than $1,001) |
| PENNSYLVANIA ST TPK COMMN TPK REV | Bond | Spouse | None (or less than $1,001) |
| MONTOUR PA SCH DIST GO | Bond | Spouse | None (or less than $1,001) |
| PHILADELPHIA PA GO | Bond | Spouse | None (or less than $1,001) |
| WHITEHALL TWP PA GO | Bond | Spouse | None (or less than $1,001) |
| PENNSYLVANIA ST TPK COMMN TPK REV | Bond | Spouse | None (or less than $1,001) |
| LANCASTER CNTY PA GO | Bond | Spouse | None (or less than $1,001) |
| PA ST HIGHER EDL FACS AUTH | Bond | Spouse | None (or less than $1,001) |
| PENNSYLVANIA ST TPK COMMN OIL REV | Bond | Spouse | None (or less than $1,001) |
| BETHLEHEM PA AREA SCH DIST GO | Bond | Spouse | None (or less than $1,001) |
| ALTOONA PA AREA SCH DIST GO | Bond | Spouse | None (or less than $1,001) |
| NORTHERN LEHIGH PA SCH DIST GO | Bond | Spouse | None (or less than $1,001) |
| PITTSBURGH PA SCH DIST GO | Bond | Spouse | None (or less than $1,001) |
| CHELTENHAM TWP PA SCH DIST | Bond | Spouse | None (or less than $1,001) |
| WEST VIEW PA WTR AUTH WTR REV | Bond | Spouse | None (or less than $1,001) |
| CENTRE CNTY PA HOSP AUTH REV | Bond | Spouse | None (or less than $1,001) |
| NORTHAMPTON CNTY PA REV | Bond | Spouse | None (or less than $1,001) |
| PENNSYLVANIA ST UNIV REV | Bond | Spouse | None (or less than $1,001) |
| ELIZABETHTOWN PA AREA SCH DIST GO | Bond | Spouse | None (or less than $1,001) |
| HANOVER BORO PA GO | Bond | Spouse | None (or less than $1,001) |
| PA ST HIGHER EDL FACS AUTH RE | Bond | Spouse | None (or less than $1,001) |
| DELAWARE CNTY PA AUTH COLLEGE REV | Bond | Spouse | None (or less than $1,001) |
| EAST PENN PA SCH DIST GO | Bond | Spouse | None (or less than $1,001) |
| UPPER MERION PA AREA SCH DIST GO | Bond | Spouse | None (or less than $1,001) |
| PHILADELPHIA PA GO | Bond | Spouse | None (or less than $1,001) |
| NORTHAMPTON CNTY PA GO | Bond | Spouse | None (or less than $1,001) |
| SENECA VY PA SCH DIST GO | Bond | Spouse | None (or less than $1,001) |
| PALMER TWP PA GO | Bond | Spouse | None (or less than $1,001) |
| ADAMS CNTY PA GO | Bond | Spouse | None (or less than $1,001) |
| CENTENNIAL SCH DIST BUCKS CNTY GO | Bond | Spouse | None (or less than $1,001) |
| EAST STROUDSBURG PA AREA GO | Bond | Spouse | None (or less than $1,001) |
| HAVERFORD TWP PA SCH DIST GO | Bond | Spouse | None (or less than $1,001) |
| BUCKS CNTY PA CMNTY COLLEGE REV | Bond | Spouse | None (or less than $1,001) |
| BUCKS CNTY PA CMNTY COLLEGE REV | Bond | Spouse | $50,001 - $100,000 |
| CENTENNIAL SCH DIST BUCKS CNTY GO | Bond | Spouse | $15,001 - $50,000 |
| NORTHAMPTON CNTY PA GEN PURP A REV | Bond | Spouse | $50,001 - $100,000 |
| PENNSYLVANIA INFRASTRUCTURE REV | Bond | Spouse | $15,001 - $50,000 |
| ALLEGHENY CNTY PA ARPT AUTH REV | Bond | Spouse | $50,001 - $100,000 |
| BDT Fund | Other | Spouse | Over $1,000,000 and held independently by spouse or dependent child |
| LOWER MERION TWP PA GO | Bond | Spouse | $1,001 - $15,000 |
| PENNSYLVANIA ST TPK COMMN TPK REV | Bond | Spouse | $50,001 - $100,000 |
| PENNSYLVANIA ST UNIV REV | Bond | Spouse | $15,001 - $50,000 |
| CENTRAL DAUPHIN PA SCH DIST GO | Bond | Spouse | $1,001 - $15,000 |
| CHESTER CNTY PA GO | Bond | Spouse | $1,001 - $15,000 |
| CLARKSVILLE TENN GO | Bond | Spouse | $100,001 - $250,000 |
| DAUPHIN CNTY PA GO MN GO BDS 2020 A UT | Bond | Spouse | $50,001 - $100,000 |
| EASTON PA AREA SCH DIST GO | Bond | Spouse | $15,001 - $50,000 |
| ENERGY NORTHWEST WASH ELEC REV | Bond | Spouse | $100,001 - $250,000 |
| GREATER LATROBE PA SCH AUTH REV | Bond | Spouse | $100,001 - $250,000 |
| HOLLIDAYSBURG PA AREA SCH DIST GO | Bond | Spouse | $1,001 - $15,000 |
| KING CNTY WASH SCH DIST NO 403 GO | Bond | Spouse | $100,001 - $250,000 |
| LOWER MERION PA SCH DIST GO | Bond | Spouse | $1,001 - $15,000 |
| LOWER MERION TWP PA GO | Bond | Spouse | $1,001 - $15,000 |
| MONROE CNTY PA HOSP AUTH REV | Bond | Spouse | $100,001 - $250,000 |
| MONTGOMERY CNTY PA INDL DEV REV | Bond | Spouse | $100,001 - $250,000 |
| MONTGOMERY CNTY PA INDL DEV REV | Bond | Spouse | $100,001 - $250,000 |
| NEVADA ST GO | Bond | Spouse | $100,001 - $250,000 |
| NORTHAMPTON CNTY PA GEN PURP A REV | Bond | Spouse | $100,001 - $250,000 |
| OHIO ST UNIV GEN RCPTS REV | Bond | Spouse | $100,001 - $250,000 |
| OHIO ST WTR DEV AUTH WTR REV | Bond | Spouse | $100,001 - $250,000 |
| PA ST TPK COMMN TPK REV | Bond | Spouse | $100,001 - $250,000 |
| PENNSYLVANIA ST GO | Bond | Spouse | $15,001 - $50,000 |
| PENNSYLVANIA ST GO | Bond | Spouse | $100,001 - $250,000 |
| PENNSYLVANIA ST GO | Bond | Spouse | $100,001 - $250,000 |
| PENNSYLVANIA ST GO | Bond | Spouse | $100,001 - $250,000 |
| PENNSYLVANIA ST HIGHER EDL REV | Bond | Spouse | $100,001 - $250,000 |
| PHILADELPHIA PA WTR & WASTEWTR REV | Bond | Spouse | $100,001 - $250,000 |
| UNIV PITTSBURGH OF THE COMWLTH REV | Bond | Spouse | $100,001 - $250,000 |
| UNIV PITTSBURGH OF THE COMWLTH REV | Bond | Spouse | $100,001 - $250,000 |
| UPPER MERION PA | Bond | Spouse | $1,001 - $15,000 |
| GSGoldman Sachs Group, Inc. (The) Common Stock | Stock | Spouse | None (or less than $1,001) |
| Catalio Nexus Fund 4 | Other | Spouse | $50,001 - $100,000 |
| Fidelity 500 Index Fund | Fund | Spouse | $15,001 - $50,000 |
| Fidelity International Index Fund | Fund | Spouse | $15,001 - $50,000 |
| GGNPX | Fund | Spouse | $250,001 - $500,000 |
| GADPX | Fund | Spouse | Over $1,000,000 and held independently by spouse or dependent child |
| West Street Capital Partners VIII Employee Fund LP | Other | Joint | $1,000,001 - $5,000,000 |
| Stonebridge 2021 Access Fund LP | Other | Joint | $1,000,001 - $5,000,000 |
| West Street Strategic Solutions Employee Fund I, LP | Other | Joint | $500,001 - $1,000,000 |
| Bridgewater Equity Instrument | Stock | Member | Over $50,000,000 |
| MPPP Special Situations Enhanced-Liquidity | Fund | Member | $15,001 - $50,000 |
| MPPP Passive US Bonds | Fund | Member | $1,001 - $15,000 |
| Vanguard Wellington Fund Admiral Shares | Fund | Member | $250,001 - $500,000 |
| MPPP Target Retirement 2030 | Fund | Member | None (or less than $1,001) |
| Aercap Ireland Capital Limited Note | Bond | Member | $250,001 - $500,000 |
| ATI Note | Bond | Member | $250,001 - $500,000 |
| ARCELORMITTAL SA LUXEMBOURG NOTE | Bond | Member | $250,001 - $500,000 |
| BEAZER HOMES USA INC SER B NOTE | Bond | Member | $250,001 - $500,000 |
| FIFTH THIRD BANCORP BOND PERPETUAL (Floating Rate) | Bond | Member | $250,001 - $500,000 |
| FREEPORT MCMORAN INC NOTE | Bond | Member | $250,001 - $500,000 |
| GENERAL MTRS FINL CO INC BOND PERPETUAL (Floating Rate) | Bond | Member | $250,001 - $500,000 |
| HANOVER INS GROUP INC NOTE | Bond | Member | $250,001 - $500,000 |
| JEFFERIES GROUP INC BOND | Bond | Member | $100,001 - $250,000 |
| BATH & BODY WORKS INC NOTE | Bond | Member | $250,001 - $500,000 |
| LEGG MASON INC NOTE | Bond | Member | $250,001 - $500,000 |
| TRI POINTE HOMES INC NOTE | Bond | Member | $250,001 - $500,000 |
| PUBLIC FIN AUTH WISCONSIN LEASE DEV REV REV BDS KU CAMPUS DEVELOPMENT CORPORATION CENTRAL | Bond | Member | $250,001 - $500,000 |
| PUBLIC FIN AUTH WISCONSIN LEASE DEV REV REV BDS KU CAMPUS DEVELOPMENT CORPORATION CENTRAL | Bond | Member | $100,001 - $250,000 |
| ST JOSEPH CNTY INDIANA HOSP AUTH HOSP REV HOSP REV BDS BEACON HEALTH SYSTEM SER.2013C | Bond | Member | $100,001 - $250,000 |
| WARRIOR RIVER ALABAMA WTR AUTH WTR REV BDS SER. 2019 | Bond | Member | $50,001 - $100,000 |
| US Treasury Bonds | Bond | Member | $500,001 - $1,000,000 |
| Embree Net Lease Fund II LP | Other | Member | $500,001 - $1,000,000 |
| Embree Net Lease Fund III LP | Other | Member | $500,001 - $1,000,000 |
| Embree Net Lease Fund IV LP | Other | Member | $1,000,001 - $5,000,000 |
| UNIVERSITY CONN GO BDS SER.2015A | Bond | Member | $50,001 - $100,000 |
| DARIEN CONN GO BDS SER. 2020 | Bond | Member | $50,001 - $100,000 |
| ESSEX CONN GO BDS SER. 2017 | Bond | Member | $250,001 - $500,000 |
| MILFORD CONN GO REF BDS SER. 2021 | Bond | Member | $250,001 - $500,000 |
| UNIVERSITY CONN GO BDS SER. 2022 A | Bond | Member | $250,001 - $500,000 |
| NEW YORK ST DORM AUTH ST PERS INCOME | Bond | Member | $100,001 - $250,000 |
| NAUGATUCK CONN CTFS PARTN COPS NAUGATUCK | Bond | Member | $250,001 - $500,000 |
| VERMONT EDL & HEALTH BLDGS FING AGY REV | Bond | Member | $250,001 - $500,000 |
| F&G ANNUITIES &LIFE INC SER B NOTE | Bond | Member | $250,001 - $500,000 |
| RADIAN GROUP INC NOTE CALL MAKE WHOLE | Bond | Member | $250,001 - $500,000 |
| FORD MOTOR CO NOTE | Bond | Member | $250,001 - $500,000 |
| ALLY FINL INC NOTE | Bond | Member | $250,001 - $500,000 |
| BROWN &BROWN INC NOTE CALL MAKE WHOLE | Bond | Member | $250,001 - $500,000 |
| CAPITAL ONE FINANCIAL F/K/A DISCOVER FINL SVCS NOTE | Bond | Member | $250,001 - $500,000 |
| PENNSYLVANIA ST GO BDS SER.2016 | Bond | Member | $100,001 - $250,000 |
| PENNSYLVANIA ST TPK COMMN OIL FRANCHISE TAX REV REV REF BDS SER. A | Bond | Member | $50,001 - $100,000 |
| PENNSYLVANIA ST TPK COMMN TPK REV SUB BDS SER. 2017 A | Bond | Member | $50,001 - $100,000 |
| PENNSYLVANIA ST HIGHER EDL FACS AUTH REV UNIVERSITY OF PENNSYLVANIA HLTH SYS SER. 2019 | Bond | Member | $250,001 - $500,000 |
| MONTGOMERY CNTY PA HIGHER ED & HEALTH AUTH REV THOMAS JEFFERSON UNIV SER. 2019 | Bond | Member | $250,001 - $500,000 |
| PENNSYLVANIA ST TPK COMMN TPK REV BDS SER. 2018 A-2 | Bond | Member | $100,001 - $250,000 |
| BITBBitwise Bitcoin ETF | Stock | Member | $1,000,001 - $5,000,000 |
| ETHWBitwise Ethereum ETF | Stock | Member | $250,001 - $500,000 |
| BLUE OWL CR INCOME CORP SER B NOTE | Bond | Member | $250,001 - $500,000 |
| LAZARD LLC NOTE | Bond | Member | $250,001 - $500,000 |
| BLUE OWL CR INCOME CORP SER B NOTE | Bond | Member | $250,001 - $500,000 |
| EVERSOURCE ENERGY SER BB NOTE | Bond | Member | $250,001 - $500,000 |
| PILGRIMS PRIDE CORP NOTE | Bond | Member | $250,001 - $500,000 |
| F&G ANNUITIES &LIFE INC NOTE | Bond | Member | $250,001 - $500,000 |
| PHILADELPHIA PA SCH DIST GO REF BDS SER | Bond | Member | $250,001 - $500,000 |
| PENNSYLVANIA ST TPK COMMN TPK REV | Bond | Member | $250,001 - $500,000 |
| PHILADELPHIA PA GO BDS SER. 2019B | Bond | Member | $100,001 - $250,000 |
| PENNSYLVANIA ST TPK COMMN TPK REV MTR | Bond | Member | $250,001 - $500,000 |
| PENNSYLVANIA ST TPK COMMN TPK REV BDS | Bond | Member | $100,001 - $250,000 |
| CARLYLE SECURED LENDING INC NOTE | Bond | Member | $250,001 - $500,000 |
| MCDONALDS CORP MTN CALL MAKE WHOLE | Bond | Member | $250,001 - $500,000 |
| PHILLIPS 66 NOTE CALL MAKE WHOLE | Bond | Member | $250,001 - $500,000 |
| ATHENE HOLDING LTD NOTE CALL MAKE WHOLE | Bond | Member | $250,001 - $500,000 |
| PITTSBURGH & ALLEGHENY CNTY PA SPORTS & EXHIB AUTH REV | Bond | Member | $250,001 - $500,000 |
| OCCIDENTAL PETE CORP NOTE | Bond | Member | $250,001 - $500,000 |
| ARES CAPITAL CORP NOTE | Bond | Member | $250,001 - $500,000 |
| PHILADELPHIA PA GAS WKS REV BDS | Bond | Member | $100,001 - $250,000 |
| PENNSYLVANIA ST UNIV BDS SER. 2024 | Bond | Member | $100,001 - $250,000 |
| ALLENTOWN PA SCH DIST GO BDS SER. 2024 | Bond | Member | $500,001 - $1,000,000 |
| ALLEGHENY CNTY PA GO BDS SER. C-80 | Bond | Member | $500,001 - $1,000,000 |
| PITTSBURGH PA WTR & SWR AUTH WTR & SWR | Bond | Member | $500,001 - $1,000,000 |
| KB HOME NOTE | Bond | Member | $250,001 - $500,000 |
| GENERAL MILLS INC NOTE | Bond | Member | $250,001 - $500,000 |
| PENNSYLVANIA ECONOMIC DEV FING AUTH UPMC REV BDS | Bond | Member | $100,001 - $250,000 |
| PENNSYLVANIA ST TPK COMMN TPK REV | Bond | Member | $100,001 - $250,000 |
| MERCER CNTY PA GO BDS SER. 2025 | Bond | Member | $250,001 - $500,000 |
| FOX CHAPEL PA AREA SCH DIST GO BDS SER. 2017 | Bond | Member | $250,001 - $500,000 |
| PHILADELPHIA PA SCH DIST GO | Bond | Member | $500,001 - $1,000,000 |
| PITTSBURGH PA GO BDS | Bond | Member | $250,001 - $500,000 |
| EAST WHITELAND TWP PA GO | Bond | Member | $250,001 - $500,000 |
| CENTRAL BUCKS PA SCH DIST GO | Bond | Member | $100,001 - $250,000 |
| PENNSYLVANIA ST UNIV BDS | Bond | Member | $250,001 - $500,000 |
| PITTSBURGH PA GO | Bond | Member | $250,001 - $500,000 |
| HATBORO HORSHAM PA SCH DIST GO | Bond | Member | $250,001 - $500,000 |
| PHILADELPHIA PA AUTH FOR INDL DEV CITY | Bond | Member | $50,001 - $100,000 |
| TREDYFFRIN-EASTTOWN PA SCH DIST GO | Bond | Member | $100,001 - $250,000 |
| CENTRAL BUCKS PA SCH DIST GO | Bond | Member | $250,001 - $500,000 |
| HEMPFIELD PA AREA SCH DIST | Bond | Member | $250,001 - $500,000 |
| PENNSYLVANIA ST TPK COMMN TPK REV | Bond | Member | $250,001 - $500,000 |
| DELAWARE CNTY PA GO | Bond | Member | $250,001 - $500,000 |
| EAGLE MTN & SAGINAW TEX INDPT SCH DIST UNLTD TAX SCH BLDG BDS | Bond | Member | $15,001 - $50,000 |
| HOWMET AEROSPACE INC NOTE | Bond | Member | None (or less than $1,001) |
| ACADIAN ASSET MANAGEMENT F/K/A BRIGHTSPHERE INVT GROUP INC SER B NOTE | Bond | Member | None (or less than $1,001) |
| PARAMOUNT GLOBAL NOTE | Bond | Member | None (or less than $1,001) |
| DELTA AIR LINES INC NOTE | Bond | Member | None (or less than $1,001) |
| HILTON WORLDWIDE FINANCE LLC SER B | Bond | Member | None (or less than $1,001) |
| ORACLE CORP NOTE | Bond | Member | None (or less than $1,001) |
| NORTHAMPTON CNTY PA GEN PURP AUTH HOSP REV BDS ST LUKES UNIVERSITY HEALTH NETWORK ST LUKES | Bond | Member | None (or less than $1,001) |
| CUMBERLAND CNTY PA MUN AUTH REV REV BDS DIAKON LUTHERAN SOCIAL MINISTRIES SER. 2015 | Bond | Member | None (or less than $1,001) |
| RUMRumble Inc | Stock | Member | None (or less than $1,001) |
| EAST LYME CONN GO BDS SER. B 2021 | Bond | Member | None (or less than $1,001) |
| CONNECTICUT ST GO BDS SER. F | Bond | Member | None (or less than $1,001) |
| CONNECTICUT ST HEALTH &EDL FA CS | Bond | Member | None (or less than $1,001) |
| PHILADELPHIA PA GO BDS SER. 2017 A | Bond | Member | None (or less than $1,001) |
| Breckenridge Municipal Bond SMA | Bond | Member | $1,000,001 - $5,000,000 |
| Fidelity Money Market | Other | Member | $100,001 - $250,000 |
| Citi Private Bank Account | Other | Member | $15,001 - $50,000 |
| Moonshots Capital | Other | Member | $100,001 - $250,000 |
| ASW Fund | Other | Member | $1,000,001 - $5,000,000 |
| TeleSoft-3 LP | Other | Member | $5,000,001 - $25,000,000 |
| StrataVision (Deep North) | Other | Member | $1,001 - $15,000 |
| Bitwise Asset Management | Other | Member | $1,000,001 - $5,000,000 |
| Elemental Cognition | Other | Member | $1,001 - $15,000 |
| Bedrock Learning/WOTR Inc. | Other | Member | $1,000,001 - $5,000,000 |
| Big Buck LLC | Other | Member | $100,001 - $250,000 |
| CD-Emerson | Other | Member | $1,000,001 - $5,000,000 |
| SmithEllis Inc. | Other | Member | $15,001 - $50,000 |
| Performance Systems | Other | Member | $250,001 - $500,000 |
| Illumio | Other | Member | $250,001 - $500,000 |
| Rise of the Rest Seed Fund II | Other | Member | $250,001 - $500,000 |
| Confluence Investment Real Estate | Other | Member | $1,000,001 - $5,000,000 |
| Oridian Capital Partners SPV I, L.P. | Other | Member | $1,000,001 - $5,000,000 |
| BLACKSTONE REAL ESTATE INCOME TRUST INC | Other | Member | $1,000,001 - $5,000,000 |
| MACKAY MUNICIPAL OPPORTUNITIES ALLOCATION FUND B | Other | Member | $1,000,001 - $5,000,000 |
| Merrill Lynch | Other | Member | $15,001 - $50,000 |
| Principal Residence | Other | Member | $1,000,001 - $5,000,000 |
| Rental & Investment Property | Other | Member | $1,000,001 - $5,000,000 |
| Dallas Rental & Investment Property | Other | Member | None (or less than $1,001) |
| Colorado Ranch Investment Property | Other | Joint | $25,000,001 - $50,000,000 |
| CCFN Muncy Columbia Financial Corp | Stock | Member | $500,001 - $1,000,000 |
| Working Farm/Residence/Rental | Other | Member | $1,000,001 - $5,000,000 |
| Coach Bus | Other | Member | None (or less than $1,001) |
| DC Residence | Other | Spouse | $5,000,001 - $25,000,000 |
How reports are read: holdings methodology.