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Est. Assets
$282K – $805K
Assets Disclosed
34
Est. Liabilities
None
Positions Held
2
| $15,001 - $50,000 |
| — |
| Bank of America Money Market Savings Account | $15,001 - $50,000 | Interest |
| Papp Small and Mid-Cap Fund EIF | $15,001 - $50,000 | — |
| Schwab U.S. Broad Market ETF EIF | $15,001 - $50,000 | — |
| Fidelity Adv Biotech Fund EIF | $1,001 - $15,000 | — |
| inVEST Account Stock Index EIF | $1,001 - $15,000 | — |
| inVEST Account International Index EIF | $1,001 - $15,000 | — |
| Papp Small & Mid-Cap Growth Fund EIF | $1,001 - $15,000 | — |
| Papp Small & Mid-Cap Growth Fund EIF | $1,001 - $15,000 | — |
| Schwab Govt Money Fund EIF | $1,001 - $15,000 | — |
| inVEST Account Inflation Protected EIF | $1,001 - $15,000 | — |
| NXP Semiconductors Stock | None (or less than $1,001) | Capital Gains |
| Thermo Fisher Scientific Stock | None (or less than $1,001) | Dividends Capital Gains |
| United Technologies Corp Stock | None (or less than $1,001) | Capital Gains Dividends |
| Westinghouse Air Brake Tech Corp Stock | None (or less than $1,001) | Capital Gains Dividends |
| Alphabet Inc. Stock | None (or less than $1,001) | Capital Gains |
| Apple Inc. Stock | None (or less than $1,001) | Capital Gains |
| Federated Invs PA Stock | None (or less than $1,001) | Capital Gains |
| Expeditors Intl Wash Stock | None (or less than $1,001) | Capital Gains |
| Express Scripts Stock | None (or less than $1,001) | Capital Gains |
| CANADIAN NATL RAILWY Stock | None (or less than $1,001) | Capital Gains |
| CVS Stock | None (or less than $1,001) | — |
| PIONEER NATURAL RES Stock | None (or less than $1,001) | Capital Gains |
| MICROSOFT CORP Stock | None (or less than $1,001) | Capital Gains |
| Walt Disney Stock | None (or less than $1,001) | Capital Gains |
| Blackrock Stock | None (or less than $1,001) | Capital Gains |
| Accenture Stock | None (or less than $1,001) | Capital Gains |
| Qualcomm Inc. Stock | None (or less than $1,001) | Capital Gains |
| Jones Day (law firm) | — | Salary + Bonus |
| Factset Research Sys Stock | None (or less than $1,001) | Capital Gains Dividends |