Bale Dalton Net Worth & Financial Disclosure

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Candidate financial disclosure for 2026, filed May 15, 2026. Includes 299 assets and 1 liabilities.

Year:

2026

Est. Net Worth

$1.4M

2026 candidate report

Total Assets

$232K - $2.7M

299 assets

Total Liabilities

$15K - $50K

1 liabilities

Total Trades

From PTR filings

Trade Volume

N/A

Midpoint of disclosed ranges

Assets by Category

Stocks$1.2M (286)

ETFs$81K (4)

LLC / Partnership$65K (2)

Retirement & Pension$49K (3)

Bank & Cash$16K (2)

Gov. Securities$16K (2)

All Assets (299)

Asset	Type	Owner	Value	Income
Checking Account - AmEx Business	Bank & Cash	Self	$1,001 - $15,000	Interest $1 - $200
Checking Account - USAA	Bank & Cash	Self	$1,001 - $15,000	Interest $1 - $200
Passive Shareholder - Lake Eden Preserve LLC Black Mountain, NC, US	LLC / Partnership	Self	$15,001 - $50,000	Cash Distribution $1,001 - $2,500
Passive Shareholder - Quickserve Cocktails, LLC Los Angeles, CA, US	LLC / Partnership	Self	$15,001 - $50,000	Cash Distribution
Savings Bond - Series I (2022)	Gov. Securities	Self	$1,001 - $15,000	Interest $201 - $1,000
Savings Bond - Series I (2023)	Gov. Securities	Self	$1,001 - $15,000	Interest $201 - $1,000
Evolve Individual (TODI) ⇒ ADT Inc. Common Stock (ADT)(ADT)	Stocks	Self	$1,001 - $15,000	Capital Gains
Evolve Individual (TODI) ⇒ AECOM Common Stock (ACM)(ACM)	Stocks	Self	$1,001 - $15,000	Capital Gains
Evolve Individual (TODI) ⇒ Alnylam Pharmaceuticals, Inc. - Common Stock (ALNY)(ALNY)	Stocks	Self	$1,001 - $15,000	Capital Gains
Evolve Individual (TODI) ⇒ Alphabet Inc. - Class A Common Stock (GOOGL)(GOOGL)	Stocks	Self	$1,001 - $15,000	Capital Gains $1,001 - $2,500
Evolve Individual (TODI) ⇒ Amazon.com, Inc. - Common Stock (AMZN)(AMZN)	Stocks	Self	$1,001 - $15,000	Capital Gains $201 - $1,000
Evolve Individual (TODI) ⇒ Ameriprise Financial, Inc. Common Stock (AMP)(AMP)	Stocks	Self	$1,001 - $15,000	Capital Gains $1 - $200
Evolve Individual (TODI) ⇒ Autodesk, Inc. - Common Stock (ADSK)(ADSK)	Stocks	Self	$1,001 - $15,000	Capital Gains
Evolve Individual (TODI) ⇒ Berkshire Hathaway Inc. New Common Stock (BRK.B)(BRK.B)	Stocks	Self	$1,001 - $15,000	Capital Gains
Evolve Individual (TODI) ⇒ Capital One Financial Corporation Common Stock (COF)(COF)	Stocks	Self	$1,001 - $15,000	Capital Gains $1 - $200
Evolve Individual (TODI) ⇒ Cencora, Inc. Common Stock (COR)(COR)	Stocks	Self	$1,001 - $15,000	Capital Gains $201 - $1,000
Evolve Individual (TODI) ⇒ Charles Schwab Corporation (SCHW)(SCHW)	Stocks	Self	$1,001 - $15,000	Capital Gains $201 - $1,000
Evolve Individual (TODI) ⇒ Cheniere Energy, Inc. Common Stock (LNG)(LNG)	Stocks	Self	$1,001 - $15,000	Capital Gains
Evolve Individual (TODI) ⇒ Chewy, Inc. Class A Common Stock (CHWY)(CHWY)	Stocks	Self	$1,001 - $15,000	Capital Gains
Evolve Individual (TODI) ⇒ Cisco Systems, Inc. - Common Stock (CSCO)(CSCO)	Stocks	Self	$1,001 - $15,000	Capital Gains $201 - $1,000
Evolve Individual (TODI) ⇒ Dollar General Corporation Common Stock (DG)(DG)	Stocks	Self	$1,001 - $15,000	Capital Gains $201 - $1,000
Evolve Individual (TODI) ⇒ Intuit Inc. - Common Stock (INTU)(INTU)	Stocks	Self	$1 - $1,000	Capital Gains
Evolve Individual (TODI) ⇒ ITT Inc. Common Stock (ITT)(ITT)	Stocks	Self	$1,001 - $15,000	Capital Gains
Evolve Individual (TODI) ⇒ Janus Henderson Group plc Ordinary Shares (JHG)(JHG)	Stocks	Self	$1,001 - $15,000	Capital Gains $1 - $200
Evolve Individual (TODI) ⇒ Janus Henderson Group plc Ordinary Shares (JHG)(JHG)	Stocks	Self	N/A	Capital Gains $201 - $1,000
Evolve Individual (TODI) ⇒ Johnson & Johnson Common Stock (JNJ)(JNJ)	Stocks	Self	$1,001 - $15,000	Capital Gains $201 - $1,000
Evolve Individual (TODI) ⇒ JP Morgan Chase & Co. Common Stock (JPM)(JPM)	Stocks	Self	$1,001 - $15,000	Capital Gains $1,001 - $2,500
Evolve Individual (TODI) ⇒ JPMorgan Hedged Equity Laddered Overlay ETF (HELO)(HELO)	ETFs	Self	$15,001 - $50,000	Tax-Deferred
Evolve Individual (TODI) ⇒ Las Vegas Sands Corp. Common Stock (LVS)(LVS)	Stocks	Self	$1,001 - $15,000	Capital Gains
Evolve Individual (TODI) ⇒ Mattel, Inc. - Common Stock (MAT)(MAT)	Stocks	Self	$1,001 - $15,000	Capital Gains $1 - $200
Evolve Individual (TODI) ⇒ Medtronic plc. Ordinary Shares (MDT)(MDT)	Stocks	Self	$1,001 - $15,000	Capital Gains $1 - $200
Evolve Individual (TODI) ⇒ Meta Platforms, Inc. - Class A Common Stock (META)(META)	Stocks	Self	$1,001 - $15,000	Capital Gains $1 - $200
Evolve Individual (TODI) ⇒ Micron Technology, Inc. - Common Stock (MU)(MU)	Stocks	Self	$1,001 - $15,000	Capital Gains $201 - $1,000
Evolve Individual (TODI) ⇒ Microsoft Corporation - Common Stock (MSFT)(MSFT)	Stocks	Self	$1,001 - $15,000	Capital Gains $1 - $200
Evolve Individual (TODI) ⇒ MMKT - Fidelity GOVT (FZBXX)(FZBXX)	Retirement & Pension	Self	$1,001 - $15,000	Dividends $1 - $200
Evolve Individual (TODI) ⇒ MMKT - Vanguard Cash Reserve (VMRXX)(VMRXX)	Retirement & Pension	Self	$15,001 - $50,000	Dividends $201 - $1,000
Evolve Individual (TODI) ⇒ Morgan Stanley Common Stock (MS)(MS)	Stocks	Self	$1,001 - $15,000	None
Evolve Individual (TODI) ⇒ Motorola Solutions, Inc. Common Stock (MSI)(MSI)	Stocks	Self	$1,001 - $15,000	Capital Gains
Evolve Individual (TODI) ⇒ MSCI Inc. Common Stock (MSCI)(MSCI)	Stocks	Self	$1 - $1,000	Capital Gains $1 - $200
Evolve Individual (TODI) ⇒ NRG Energy, Inc. Common Stock (NRG)(NRG)	Stocks	Self	$1,001 - $15,000	Capital Gains
Evolve Individual (TODI) ⇒ NVIDIA Corporation - Common Stock (NVDA)(NVDA)	Stocks	Self	$1,001 - $15,000	Capital Gains $201 - $1,000
Evolve Individual (TODI) ⇒ Oracle Corporation Common Stock (ORCL)(ORCL)	Stocks	Self	$1 - $1,000	Capital Gains $1 - $200
Evolve Individual (TODI) ⇒ Paylocity Holding Corporation - Common Stock (PCTY)(PCTY)	Stocks	Self	$1,001 - $15,000	Capital Gains
Evolve Individual (TODI) ⇒ Pegasystems Inc. - Common Stock (PEGA)(PEGA)	Stocks	Self	$1,001 - $15,000	Capital Gains $1 - $200
Evolve Individual (TODI) ⇒ Philip Morris International Inc Common Stock (PM)(PM)	Stocks	Self	$1,001 - $15,000	Capital Gains $1 - $200
Evolve Individual (TODI) ⇒ Qorvo, Inc. - Common Stock (QRVO)(QRVO)	Stocks	Self	$1,001 - $15,000	Capital Gains
Evolve Individual (TODI) ⇒ QUALCOMM Incorporated - Common Stock (QCOM)(QCOM)	Stocks	Self	$1,001 - $15,000	Capital Gains
Evolve Individual (TODI) ⇒ Scilex Holding Company - Warrant (SCLXW)(SCLXW)	Stocks	Self	N/A	None
Evolve Individual (TODI) ⇒ Tenet Healthcare Corporation Common Stock (THC)(THC)	Stocks	Self	$1,001 - $15,000	Capital Gains $201 - $1,000
Evolve Individual (TODI) ⇒ The Cigna Group Common Stock (CI)(CI)	Stocks	Self	$1 - $1,000	Capital Gains
Evolve Individual (TODI) ⇒ Twilio Inc. Class A Common Stock (TWLO)(TWLO)	Stocks	Self	$1,001 - $15,000	Capital Gains $1 - $200
Evolve Individual (TODI) ⇒ Zebra Technologies Corporation - Class A Common Stock (ZBRA)(ZBRA)	Stocks	Self	$1 - $1,000	Capital Gains
Evolve IRA (Roth) ⇒ A.P MOLLER-MRS UNS/ADR (AMKBY)(AMKBY)	Stocks	Self	$1 - $1,000	Tax-Deferred
Evolve IRA (Roth) ⇒ AAON, Inc. - Common Stock (AAON)(AAON)	Stocks	Self	$1,001 - $15,000	Tax-Deferred
Evolve IRA (Roth) ⇒ AbbVie Inc. Common Stock (ABBV)(ABBV)	Stocks	Self	$1 - $1,000	Tax-Deferred
Evolve IRA (Roth) ⇒ Abercrombie & Fitch Company Common Stock (ANF)(ANF)	Stocks	Self	$1,001 - $15,000	Tax-Deferred
Evolve IRA (Roth) ⇒ ADT Inc. Common Stock (ADT)(ADT)	Stocks	Self	$1,001 - $15,000	Tax-Deferred
Evolve IRA (Roth) ⇒ ADVANTEST CORP SP/ADR (ATEYY)(ATEYY)	Stocks	Self	$1,001 - $15,000	Tax-Deferred
Evolve IRA (Roth) ⇒ AECOM Common Stock (ACM)(ACM)	Stocks	Self	$1,001 - $15,000	Tax-Deferred
Evolve IRA (Roth) ⇒ Affiliated Managers Group, Inc. Common Stock (AMG)(AMG)	Stocks	Self	N/A	Tax-Deferred
Evolve IRA (Roth) ⇒ Airbnb, Inc. - Class A Common Stock (ABNB)(ABNB)	Stocks	Self	$1,001 - $15,000	Tax-Deferred
Evolve IRA (Roth) ⇒ AJINOMOTO CO UNSP/ADR (AJINY)(AJINY)	Stocks	Self	$1 - $1,000	Tax-Deferred
Evolve IRA (Roth) ⇒ ALIBABA GROUP HOLDING LTD (BABAF)(BABAF)	Stocks	Self	N/A	Capital Gains $1 - $200
Evolve IRA (Roth) ⇒ Alnylam Pharmaceuticals, Inc. - Common Stock (ALNY)(ALNY)	Stocks	Self	$1,001 - $15,000	Tax-Deferred
Evolve IRA (Roth) ⇒ Alphabet Inc. - Class A Common Stock (GOOGL)(GOOGL)	Stocks	Self	$1,001 - $15,000	Tax-Deferred
Evolve IRA (Roth) ⇒ Amazon.com, Inc. - Common Stock (AMZN)(AMZN)	Stocks	Self	N/A	Tax-Deferred
Evolve IRA (Roth) ⇒ Ameriprise Financial, Inc. Common Stock (AMP)(AMP)	Stocks	Self	N/A	Tax-Deferred
Evolve IRA (Roth) ⇒ Amgen Inc. - Common Stock (AMGN)(AMGN)	Stocks	Self	N/A	Tax-Deferred
Evolve IRA (Roth) ⇒ AppFolio, Inc. - Class A Common Stock (APPF)(APPF)	Stocks	Self	$1 - $1,000	Tax-Deferred
Evolve IRA (Roth) ⇒ Applied Industrial Technologies, Inc. Common Stock (AIT)(AIT)	Stocks	Self	$1,001 - $15,000	Tax-Deferred
Evolve IRA (Roth) ⇒ ASE Technology Holding Co., Ltd. American Depositary Shares (ASX)(ASX)	Stocks	Self	$1,001 - $15,000	Tax-Deferred
Evolve IRA (Roth) ⇒ ASE Technology Holding Co., Ltd. American Depositary Shares (ASX)(ASX)	Stocks	Self	$1 - $1,000	None
Evolve IRA (Roth) ⇒ ASTELLAS PHARMA UNSP/ADR (ALPMY)(ALPMY)	Stocks	Self	$1 - $1,000	Tax-Deferred
Evolve IRA (Roth) ⇒ Autodesk, Inc. - Common Stock (ADSK)(ADSK)	Stocks	Self	$1,001 - $15,000	Tax-Deferred
Evolve IRA (Roth) ⇒ AXA S/ADR (AXAHY)(AXAHY)	Stocks	Self	$1,001 - $15,000	Tax-Deferred
Evolve IRA (Roth) ⇒ B3 SA BRASIL UNSP/ADR (BOLSY)(BOLSY)	Stocks	Self	$1 - $1,000	None
Evolve IRA (Roth) ⇒ Banco Bradesco Sa American Depositary Shares (BBDO)(BBDO)	Stocks	Self	$1,001 - $15,000	Tax-Deferred
Evolve IRA (Roth) ⇒ BANK IRELAND GRP UNSP/ADR (BKRIY)(BKRIY)	Stocks	Self	$1 - $1,000	Tax-Deferred
Evolve IRA (Roth) ⇒ BANK OF CHINA UNSP/ADR (BACHY)(BACHY)	Stocks	Self	$1,001 - $15,000	Tax-Deferred
Evolve IRA (Roth) ⇒ Barrick Mining Corporation Common Shares (B)(B)	Stocks	Self	$1 - $1,000	Tax-Deferred
Evolve IRA (Roth) ⇒ Bausch Health Companies Inc. Common Stock (BHC)(BHC)	Stocks	Self	$1,001 - $15,000	Tax-Deferred
Evolve IRA (Roth) ⇒ Berkshire Hathaway Inc. New Common Stock (BRK.B)(BRK.B)	Stocks	Self	N/A	Tax-Deferred
Evolve IRA (Roth) ⇒ BJ's Wholesale Club Holdings, Inc. Common Stock (BJ)(BJ)	Stocks	Self	$1 - $1,000	Tax-Deferred
Evolve IRA (Roth) ⇒ BNP PARIBAS SPONS ADR (BNPQY)(BNPQY)	Stocks	Self	$1 - $1,000	Tax-Deferred
Evolve IRA (Roth) ⇒ BorgWarner Inc. Common Stock (BWA)(BWA)	Stocks	Self	$1,001 - $15,000	Tax-Deferred
Evolve IRA (Roth) ⇒ BOUYGUES SA UNSP/ADR (BOUYY)(BOUYY)	Stocks	Self	$1,001 - $15,000	Tax-Deferred
Evolve IRA (Roth) ⇒ BP p.l.c. Common Stock (BP)(BP)	Stocks	Self	$1 - $1,000	Tax-Deferred
Evolve IRA (Roth) ⇒ Bristol-Myers Squibb Company Common Stock (BMY)(BMY)	Stocks	Self	$1,001 - $15,000	Tax-Deferred
Evolve IRA (Roth) ⇒ CAIXABANK SA UNSP/ADR (CAIXY)(CAIXY)	Stocks	Self	N/A	Tax-Deferred
Evolve IRA (Roth) ⇒ CANON INC S/ADR (CAJPY)(CAJPY)	Stocks	Self	$1,001 - $15,000	Tax-Deferred
Evolve IRA (Roth) ⇒ CANON INC S/ADR (CAJPY)(CAJPY)	Stocks	Self	$1 - $1,000	None
Evolve IRA (Roth) ⇒ Capital One Financial Corporation Common Stock (COF)(COF)	Stocks	Self	$1,001 - $15,000	Tax-Deferred
Evolve IRA (Roth) ⇒ Carlisle Companies Incorporated Common Stock (CSL)(CSL)	Stocks	Self	N/A	Tax-Deferred
Evolve IRA (Roth) ⇒ Caterpillar, Inc. Common Stock (CAT)(CAT)	Stocks	Self	N/A	Tax-Deferred
Evolve IRA (Roth) ⇒ Celestica, Inc. Common Stock (CLS)(CLS)	Stocks	Self	$1 - $1,000	Tax-Deferred
Evolve IRA (Roth) ⇒ Cemex, S.A.B. de C.V. Sponsored ADR (CX)(CX)	Stocks	Self	$1 - $1,000	None
Evolve IRA (Roth) ⇒ Cencora, Inc. Common Stock (COR)(COR)	Stocks	Self	$1,001 - $15,000	Tax-Deferred
Evolve IRA (Roth) ⇒ Centerra Gold Inc. Common Shares (CGAU)(CGAU)	Stocks	Self	$1 - $1,000	Tax-Deferred
Evolve IRA (Roth) ⇒ CF Industries Holdings, Inc. Common Stock (CF)(CF)	Stocks	Self	$1,001 - $15,000	Tax-Deferred
Evolve IRA (Roth) ⇒ Charles Schwab Corporation (SCHW)(SCHW)	Stocks	Self	$1,001 - $15,000	Tax-Deferred
Evolve IRA (Roth) ⇒ Chemed Corp (CHE)(CHE)	Stocks	Self	$1,001 - $15,000	Tax-Deferred
Evolve IRA (Roth) ⇒ Cheniere Energy, Inc. Common Stock (LNG)(LNG)	Stocks	Self	N/A	Tax-Deferred
Evolve IRA (Roth) ⇒ Chewy, Inc. Class A Common Stock (CHWY)(CHWY)	Stocks	Self	$1,001 - $15,000	Tax-Deferred
Evolve IRA (Roth) ⇒ CHINA CONSTR BK UNSP/ADR (CICHY)(CICHY)	Stocks	Self	N/A	Capital Gains $1 - $200
Evolve IRA (Roth) ⇒ China Yuchai International Limited Common Stock (CYD)(CYD)	Stocks	Self	N/A	None
Evolve IRA (Roth) ⇒ ChipMOS TECHNOLOGIES INC. - American Depositary Shares (IMOS)(IMOS)	Stocks	Self	$1 - $1,000	Tax-Deferred
Evolve IRA (Roth) ⇒ Cisco Systems, Inc. - Common Stock (CSCO)(CSCO)	Stocks	Self	$1,001 - $15,000	Tax-Deferred
Evolve IRA (Roth) ⇒ CK HUTCH HLD LTD UNSP/ADR (CKHUY)(CKHUY)	Stocks	Self	$1,001 - $15,000	Tax-Deferred
Evolve IRA (Roth) ⇒ Coca-Cola Consolidated, Inc. - Common Stock (COKE)(COKE)	Stocks	Self	$1,001 - $15,000	Tax-Deferred
Evolve IRA (Roth) ⇒ Comfort Systems USA, Inc. Common Stock (FIX)(FIX)	Stocks	Self	N/A	Tax-Deferred
Evolve IRA (Roth) ⇒ Commvault Systems, Inc. - Common Stock (CVLT)(CVLT)	Stocks	Self	$1,001 - $15,000	Tax-Deferred
Evolve IRA (Roth) ⇒ Computershare Ltd Sponsored ADR (CMSQY)(CMSQY)	Stocks	Self	N/A	None
Evolve IRA (Roth) ⇒ ConocoPhillips Common Stock (COP)(COP)	Stocks	Self	$1,001 - $15,000	Tax-Deferred
Evolve IRA (Roth) ⇒ Corpay, Inc. Common Stock (CPAY)(CPAY)	Stocks	Self	N/A	Tax-Deferred
Evolve IRA (Roth) ⇒ Crocs, Inc. - Common Stock (CROX)(CROX)	Stocks	Self	$1 - $1,000	Tax-Deferred
Evolve IRA (Roth) ⇒ Deere & Company Common Stock (DE)(DE)	Stocks	Self	$1,001 - $15,000	Tax-Deferred
Evolve IRA (Roth) ⇒ Dell Technologies Inc. Class C Common Stock (DELL)(DELL)	Stocks	Self	N/A	Tax-Deferred
Evolve IRA (Roth) ⇒ DENSO CORP UNSP/ADR (DNZOY)(DNZOY)	Stocks	Self	$1 - $1,000	Tax-Deferred
Evolve IRA (Roth) ⇒ Deutsche Post Ag Ordinary Shares (DPSTF)(DPSTF)	Stocks	Self	$1 - $1,000	None
Evolve IRA (Roth) ⇒ DEUTSCHE POST AG S/ADR (DHLGY)(DHLGY)	Stocks	Self	$1,001 - $15,000	Tax-Deferred
Evolve IRA (Roth) ⇒ Devon Energy Corporation Common Stock (DVN)(DVN)	Stocks	Self	$1,001 - $15,000	Tax-Deferred
Evolve IRA (Roth) ⇒ DNB ASA SP/ADR (DNBBY)(DNBBY)	Stocks	Self	N/A	Tax-Deferred
Evolve IRA (Roth) ⇒ Dollar General Corporation Common Stock (DG)(DG)	Stocks	Self	$1,001 - $15,000	Tax-Deferred
Evolve IRA (Roth) ⇒ Dollar Tree, Inc. - Common Stock (DLTR)(DLTR)	Stocks	Self	$1,001 - $15,000	Tax-Deferred
Evolve IRA (Roth) ⇒ eBay Inc. - Common Stock (EBAY)(EBAY)	Stocks	Self	$1,001 - $15,000	Tax-Deferred
Evolve IRA (Roth) ⇒ Embotelladora Andina S.A. Common Stock (AKO.B)(AKO.B)	Stocks	Self	N/A	Capital Gains $1 - $200
Evolve IRA (Roth) ⇒ EMCOR Group, Inc. Common Stock (EME)(EME)	Stocks	Self	$1,001 - $15,000	Tax-Deferred
Evolve IRA (Roth) ⇒ Enerflex Ltd Common Shares (EFXT)(EFXT)	Stocks	Self	$1,001 - $15,000	Tax-Deferred
Evolve IRA (Roth) ⇒ ENI S.p.A. Common Stock (E)(E)	Stocks	Self	$1 - $1,000	None
Evolve IRA (Roth) ⇒ Equinor ASA (EQNR)(EQNR)	Stocks	Self	N/A	Tax-Deferred
Evolve IRA (Roth) ⇒ Equitable Holdings, Inc. Common Stock (EQH)(EQH)	Stocks	Self	$1,001 - $15,000	Tax-Deferred
Evolve IRA (Roth) ⇒ ESAB Corporation Common Stock (ESAB)(ESAB)	Stocks	Self	N/A	Tax-Deferred
Evolve IRA (Roth) ⇒ Expedia Group, Inc. - Common Stock (EXPE)(EXPE)	Stocks	Self	N/A	Tax-Deferred
Evolve IRA (Roth) ⇒ FedEx Corporation Common Stock (FDX)(FDX)	Stocks	Self	$1 - $1,000	Tax-Deferred
Evolve IRA (Roth) ⇒ FinVolution Group American Depositary Shares (FINV)(FINV)	Stocks	Self	$1 - $1,000	Tax-Deferred
Evolve IRA (Roth) ⇒ First Industrial Realty Trust, Inc. Common Stock (FR)(FR)	Stocks	Self	N/A	Tax-Deferred
Evolve IRA (Roth) ⇒ FORTESCUE METAL GRP S/ADR (FSUGY)(FSUGY)	Stocks	Self	N/A	Capital Gains $201 - $1,000
Evolve IRA (Roth) ⇒ Fortuna Mining Corp. Common Shares (FSM)(FSM)	Stocks	Self	$1,001 - $15,000	Tax-Deferred
Evolve IRA (Roth) ⇒ Fox Corporation - Class A Common Stock (FOXA)(FOXA)	Stocks	Self	$1,001 - $15,000	Tax-Deferred
Evolve IRA (Roth) ⇒ Fresenius Medical Care AG American Depositary Shares (FMS)(FMS)	Stocks	Self	$1 - $1,000	Tax-Deferred
Evolve IRA (Roth) ⇒ Fresenius Medical Care AG American Depositary Shares (FMS)(FMS)	Stocks	Self	$1 - $1,000	None
Evolve IRA (Roth) ⇒ GEELY AUTOMBILE HLD S/ADR (GELHY)(GELHY)	Stocks	Self	$1 - $1,000	Tax-Deferred
Evolve IRA (Roth) ⇒ Gilead Sciences, Inc. - Common Stock (GILD)(GILD)	Stocks	Self	$1,001 - $15,000	Tax-Deferred
Evolve IRA (Roth) ⇒ Grupo Aeroportuario del Centro Norte S.A.B. de C.V. - American Depositary Shares each representing 8 (OMAB)(OMAB)	Stocks	Self	$1 - $1,000	Tax-Deferred
Evolve IRA (Roth) ⇒ GRUPO FINC BANORTE S/ADR (GBOOY)(GBOOY)	Stocks	Self	N/A	Capital Gains $1 - $200
Evolve IRA (Roth) ⇒ Halliburton Company Common Stock (HAL)(HAL)	Stocks	Self	N/A	Tax-Deferred
Evolve IRA (Roth) ⇒ HF Sinclair Corporation Common Stock (DINO)(DINO)	Stocks	Self	$1,001 - $15,000	Tax-Deferred
Evolve IRA (Roth) ⇒ Honda Motor Company, Ltd. Common Stock (HMC)(HMC)	Stocks	Self	$1,001 - $15,000	Tax-Deferred
Evolve IRA (Roth) ⇒ HSBC Holdings, plc. Common Stock (HSBC)(HSBC)	Stocks	Self	$1,001 - $15,000	Tax-Deferred
Evolve IRA (Roth) ⇒ HSBC Holdings, plc. Common Stock (HSBC)(HSBC)	Stocks	Self	$1 - $1,000	None
Evolve IRA (Roth) ⇒ Hudbay Minerals Inc. Ordinary Shares (HBM)(HBM)	Stocks	Self	$1 - $1,000	Tax-Deferred
Evolve IRA (Roth) ⇒ HUSQVARNA AB A SHS (HUQVF)(HUQVF)	Stocks	Self	$1 - $1,000	None
Evolve IRA (Roth) ⇒ ICL Group Ltd. Ordinary Shares (ICL)(ICL)	Stocks	Self	N/A	None
Evolve IRA (Roth) ⇒ IHS Holding Limited Ordinary Shares (IHS)(IHS)	Stocks	Self	$1 - $1,000	Tax-Deferred
Evolve IRA (Roth) ⇒ IMPERIAL BRANDS PLC ADR (IMBBY)(IMBBY)	Stocks	Self	$1,001 - $15,000	Tax-Deferred
Evolve IRA (Roth) ⇒ INDRA SISTEMAS UNSP/ADR (ISMAY)(ISMAY)	Stocks	Self	N/A	Capital Gains $1 - $200
Evolve IRA (Roth) ⇒ InMode Ltd. - Ordinary Shares (INMD)(INMD)	Stocks	Self	$1 - $1,000	Tax-Deferred
Evolve IRA (Roth) ⇒ Interactive Brokers Group, Inc. - Class A Common Stock (IBKR)(IBKR)	Stocks	Self	N/A	Tax-Deferred
Evolve IRA (Roth) ⇒ INTESA SANPAOLO S/ADR (ISNPY)(ISNPY)	Stocks	Self	$1,001 - $15,000	Tax-Deferred
Evolve IRA (Roth) ⇒ Intuit Inc. - Common Stock (INTU)(INTU)	Stocks	Self	$1,001 - $15,000	Tax-Deferred
Evolve IRA (Roth) ⇒ IPG Photonics Corporation - Common Stock (IPGP)(IPGP)	Stocks	Self	N/A	Tax-Deferred
Evolve IRA (Roth) ⇒ ITT Inc. Common Stock (ITT)(ITT)	Stocks	Self	$1 - $1,000	Tax-Deferred
Evolve IRA (Roth) ⇒ Janus Henderson Group plc Ordinary Shares (JHG)(JHG)	Stocks	Self	$1,001 - $15,000	Tax-Deferred
Evolve IRA (Roth) ⇒ Jardine Matheson Holdings Ltd Unsponsored ADR (JMHLY)(JMHLY)	Stocks	Self	$1 - $1,000	Tax-Deferred
Evolve IRA (Roth) ⇒ JD.com, Inc. - American Depositary Shares (JD)(JD)	Stocks	Self	N/A	Tax-Deferred
Evolve IRA (Roth) ⇒ Johnson & Johnson Common Stock (JNJ)(JNJ)	Stocks	Self	$1,001 - $15,000	Tax-Deferred
Evolve IRA (Roth) ⇒ JP Morgan Chase & Co. Common Stock (JPM)(JPM)	Stocks	Self	$1,001 - $15,000	Tax-Deferred
Evolve IRA (Roth) ⇒ Keysight Technologies Inc. Common Stock (KEYS)(KEYS)	Stocks	Self	$1,001 - $15,000	Tax-Deferred
Evolve IRA (Roth) ⇒ Kimberly-Clark Corporation Common Stock (KMB)(KMB)	Stocks	Self	N/A	Tax-Deferred
Evolve IRA (Roth) ⇒ Kinross Gold Corporation Common Stock (KGC)(KGC)	Stocks	Self	$1,001 - $15,000	Tax-Deferred
Evolve IRA (Roth) ⇒ Kinsale Capital Group, Inc. Common Stock (KNSL)(KNSL)	Stocks	Self	$1,001 - $15,000	Tax-Deferred
Evolve IRA (Roth) ⇒ KONINKLIJKE AD N.V. S/ADR (ADRNY)(ADRNY)	Stocks	Self	N/A	Tax-Deferred
Evolve IRA (Roth) ⇒ Kyndryl Holdings, Inc. Common Stock (KD)(KD)	Stocks	Self	$1,001 - $15,000	Tax-Deferred
Evolve IRA (Roth) ⇒ Las Vegas Sands Corp. Common Stock (LVS)(LVS)	Stocks	Self	$1,001 - $15,000	Tax-Deferred
Evolve IRA (Roth) ⇒ LEGAL&GENL GRP PLC S/ADR (LGGNY)(LGGNY)	Stocks	Self	$1,001 - $15,000	Tax-Deferred
Evolve IRA (Roth) ⇒ LENOVO GROUP LTD S/ADR (LNVGY)(LNVGY)	Stocks	Self	$1,001 - $15,000	Tax-Deferred
Evolve IRA (Roth) ⇒ LexinFintech Holdings Ltd. - American Depositary Shares (LX)(LX)	Stocks	Self	$1 - $1,000	Tax-Deferred
Evolve IRA (Roth) ⇒ LG Display Co, Ltd AMERICAN DEPOSITORY SHARES (LPL)(LPL)	Stocks	Self	$1 - $1,000	Tax-Deferred
Evolve IRA (Roth) ⇒ LI NING CO LTD UNSP/ADR (LNNGY)(LNNGY)	Stocks	Self	$1,001 - $15,000	Tax-Deferred
Evolve IRA (Roth) ⇒ Live Nation Entertainment, Inc. Common Stock (LYV)(LYV)	Stocks	Self	$1,001 - $15,000	Tax-Deferred
Evolve IRA (Roth) ⇒ Lloyds Banking Group Plc American Depositary Shares (LYG)(LYG)	Stocks	Self	$1 - $1,000	Tax-Deferred
Evolve IRA (Roth) ⇒ Lockheed Martin Corporation Common Stock (LMT)(LMT)	Stocks	Self	N/A	Tax-Deferred
Evolve IRA (Roth) ⇒ Logitech International S.A. - Registered Shares (LOGI)(LOGI)	Stocks	Self	$1,001 - $15,000	Tax-Deferred
Evolve IRA (Roth) ⇒ LY CORP UNS/ADR (YAHOY)(YAHOY)	Stocks	Self	N/A	None
Evolve IRA (Roth) ⇒ Magna International, Inc. Common Stock (MGA)(MGA)	Stocks	Self	N/A	Capital Gains $201 - $1,000
Evolve IRA (Roth) ⇒ Manhattan Associates, Inc. - Common Stock (MANH)(MANH)	Stocks	Self	$1,001 - $15,000	Tax-Deferred
Evolve IRA (Roth) ⇒ MARKS & SPENCER GRP S/ADR (MAKSY)(MAKSY)	Stocks	Self	N/A	Tax-Deferred
Evolve IRA (Roth) ⇒ MARUBENI CORP ORD (MARUF)(MARUF)	Stocks	Self	$1 - $1,000	None
Evolve IRA (Roth) ⇒ MATRIX IT LTD (RMTHF)(RMTHF)	Stocks	Self	N/A	None
Evolve IRA (Roth) ⇒ Mattel, Inc. - Common Stock (MAT)(MAT)	Stocks	Self	N/A	Tax-Deferred
Evolve IRA (Roth) ⇒ Medtronic plc. Ordinary Shares (MDT)(MDT)	Stocks	Self	$1,001 - $15,000	Tax-Deferred
Evolve IRA (Roth) ⇒ MERCEDES-BENZ UNSP / ADR (MBGYY)(MBGYY)	Stocks	Self	$1,001 - $15,000	Tax-Deferred
Evolve IRA (Roth) ⇒ Meta Platforms, Inc. - Class A Common Stock (META)(META)	Stocks	Self	$1,001 - $15,000	Tax-Deferred
Evolve IRA (Roth) ⇒ Micron Technology, Inc. - Common Stock (MU)(MU)	Stocks	Self	$1,001 - $15,000	Tax-Deferred
Evolve IRA (Roth) ⇒ Microsoft Corporation - Common Stock (MSFT)(MSFT)	Stocks	Self	$1,001 - $15,000	Tax-Deferred
Evolve IRA (Roth) ⇒ MITSUBISHI CORP UNSP ADR (MTSUY)(MTSUY)	Stocks	Self	N/A	Capital Gains $201 - $1,000
Evolve IRA (Roth) ⇒ Morgan Stanley Common Stock (MS)(MS)	Stocks	Self	$1,001 - $15,000	None
Evolve IRA (Roth) ⇒ Motorola Solutions, Inc. Common Stock (MSI)(MSI)	Stocks	Self	N/A	Tax-Deferred
Evolve IRA (Roth) ⇒ MS&AD INS GRP HL UNSP/ADR (MSADY)(MSADY)	Stocks	Self	$1,001 - $15,000	Tax-Deferred
Evolve IRA (Roth) ⇒ MSCI Inc. Common Stock (MSCI)(MSCI)	Stocks	Self	N/A	Tax-Deferred
Evolve IRA (Roth) ⇒ Mueller Industries, Inc. Common Stock (MLI)(MLI)	Stocks	Self	$1,001 - $15,000	Tax-Deferred
Evolve IRA (Roth) ⇒ Naspers Limited N Shs Sponsored American Depositary Receipt Representing Class N Shares (NPSNY)(NPSNY)	Stocks	Self	$1 - $1,000	None
Evolve IRA (Roth) ⇒ NASPERS LTD S/ADR (NPSNY)(NPSNY)	Stocks	Self	$1,001 - $15,000	Tax-Deferred
Evolve IRA (Roth) ⇒ NatWest Group plc American Depositary Shares, (NWG)(NWG)	Stocks	Self	$1,001 - $15,000	Tax-Deferred
Evolve IRA (Roth) ⇒ NetApp, Inc. - Common Stock (NTAP)(NTAP)	Stocks	Self	$1,001 - $15,000	Tax-Deferred
Evolve IRA (Roth) ⇒ New York Times Company (NYT)(NYT)	Stocks	Self	N/A	Tax-Deferred
Evolve IRA (Roth) ⇒ NewJersey Resources Corporation Common Stock (NJR)(NJR)	Stocks	Self	$1,001 - $15,000	Tax-Deferred
Evolve IRA (Roth) ⇒ NewMarket Corp Common Stock (NEU)(NEU)	Stocks	Self	$1 - $1,000	Tax-Deferred
Evolve IRA (Roth) ⇒ NIPPON YUSEN KBSHKI S/ADR (NPNYY)(NPNYY)	Stocks	Self	N/A	Capital Gains $1 - $200
Evolve IRA (Roth) ⇒ NOVONESIS B UNSP/ADR (NVZMY)(NVZMY)	Stocks	Self	$1 - $1,000	Tax-Deferred
Evolve IRA (Roth) ⇒ NRG Energy, Inc. Common Stock (NRG)(NRG)	Stocks	Self	$1,001 - $15,000	Tax-Deferred
Evolve IRA (Roth) ⇒ NVIDIA Corporation - Common Stock (NVDA)(NVDA)	Stocks	Self	$1,001 - $15,000	Tax-Deferred
Evolve IRA (Roth) ⇒ ONO PHARMACEUTICAL (OPHLF)(OPHLF)	Stocks	Self	$1 - $1,000	None
Evolve IRA (Roth) ⇒ Oracle Corporation Common Stock (ORCL)(ORCL)	Stocks	Self	N/A	Tax-Deferred
Evolve IRA (Roth) ⇒ Paylocity Holding Corporation - Common Stock (PCTY)(PCTY)	Stocks	Self	N/A	Tax-Deferred
Evolve IRA (Roth) ⇒ PayPal Holdings, Inc. - Common Stock (PYPL)(PYPL)	Stocks	Self	N/A	Tax-Deferred
Evolve IRA (Roth) ⇒ Pegasystems Inc. - Common Stock (PEGA)(PEGA)	Stocks	Self	$1,001 - $15,000	Tax-Deferred
Evolve IRA (Roth) ⇒ Petroleo Brasileiro S.A. Petrobras ADS (PBR)(PBR)	Stocks	Self	$1,001 - $15,000	Tax-Deferred
Evolve IRA (Roth) ⇒ Philip Morris International Inc Common Stock (PM)(PM)	Stocks	Self	$1,001 - $15,000	Tax-Deferred
Evolve IRA (Roth) ⇒ PICC PPTY&CSLT UNSP/ADR H (PPCCY)(PPCCY)	Stocks	Self	$1,001 - $15,000	Tax-Deferred
Evolve IRA (Roth) ⇒ Pilgrim's Pride Corporation - Common Stock (PPC)(PPC)	Stocks	Self	N/A	Tax-Deferred
Evolve IRA (Roth) ⇒ PING AN INS CO OF CHINA (PNGAY)(PNGAY)	Stocks	Self	$1 - $1,000	Tax-Deferred
Evolve IRA (Roth) ⇒ Procter & Gamble Company (PG)(PG)	Stocks	Self	$1,001 - $15,000	Tax-Deferred
Evolve IRA (Roth) ⇒ PROSUS NV SP/ADR (PROSY)(PROSY)	Stocks	Self	$1 - $1,000	Tax-Deferred
Evolve IRA (Roth) ⇒ PT ASTRA INTL IDR U/ADR (PTAIY)(PTAIY)	Stocks	Self	$1,001 - $15,000	Tax-Deferred
Evolve IRA (Roth) ⇒ Qorvo, Inc. - Common Stock (QRVO)(QRVO)	Stocks	Self	N/A	Tax-Deferred
Evolve IRA (Roth) ⇒ QUALCOMM Incorporated - Common Stock (QCOM)(QCOM)	Stocks	Self	$1,001 - $15,000	Tax-Deferred
Evolve IRA (Roth) ⇒ Ralph Lauren Corporation Common Stock (RL)(RL)	Stocks	Self	N/A	Tax-Deferred
Evolve IRA (Roth) ⇒ Rayonier Inc. REIT Common Stock (RYN)(RYN)	Stocks	Self	$1,001 - $15,000	Tax-Deferred
Evolve IRA (Roth) ⇒ RenaissanceRe Holdings Ltd. Common Stock (RNR)(RNR)	Stocks	Self	$1,001 - $15,000	Tax-Deferred
Evolve IRA (Roth) ⇒ Robinhood Markets, Inc. - Class A Common Stock (HOOD)(HOOD)	Stocks	Self	$1,001 - $15,000	Tax-Deferred
Evolve IRA (Roth) ⇒ Royal Gold, Inc. - Common Stock (RGLD)(RGLD)	Stocks	Self	N/A	Tax-Deferred
Evolve IRA (Roth) ⇒ Royalty Pharma plc - Class A Ordinary Shares (RPRX)(RPRX)	Stocks	Self	$1,001 - $15,000	Tax-Deferred
Evolve IRA (Roth) ⇒ Ryanair Holdings plc - American Depositary Shares, each representing five Ordinary Shares (RYAAY)(RYAAY)	Stocks	Self	$1,001 - $15,000	Tax-Deferred
Evolve IRA (Roth) ⇒ SANDOZ GROUP AG S/ADR (SDZNY)(SDZNY)	Stocks	Self	$1 - $1,000	Tax-Deferred
Evolve IRA (Roth) ⇒ Sandvik A B Sponsored ADR (SDVKY)(SDVKY)	Stocks	Self	$1 - $1,000	None
Evolve IRA (Roth) ⇒ Sanofi - American Depositary Shares (SNY)(SNY)	Stocks	Self	$1 - $1,000	None
Evolve IRA (Roth) ⇒ SAP SE ADS (SAP)(SAP)	Stocks	Self	N/A	Tax-Deferred
Evolve IRA (Roth) ⇒ SASOL LTD ORD (SASOF)(SASOF)	Stocks	Self	$1 - $1,000	None
Evolve IRA (Roth) ⇒ SEIKO EPSON CORP UNSP/ADR (SEKEY)(SEKEY)	Stocks	Self	$1,001 - $15,000	Tax-Deferred
Evolve IRA (Roth) ⇒ SENDAS DISTRIBUDRA S/ADR (ASAIY)(ASAIY)	Stocks	Self	$1,001 - $15,000	Tax-Deferred
Evolve IRA (Roth) ⇒ SIEMENS ENERGY UNSP/ADR (SMNEY)(SMNEY)	Stocks	Self	$1,001 - $15,000	Tax-Deferred
Evolve IRA (Roth) ⇒ Simon Property Group, Inc. Common Stock (SPG)(SPG)	Stocks	Self	N/A	Tax-Deferred
Evolve IRA (Roth) ⇒ SINOPHARM GRP CO UNSP/ADR (SHTDY)(SHTDY)	Stocks	Self	$1 - $1,000	Tax-Deferred
Evolve IRA (Roth) ⇒ SK Telecom Co., Ltd. Common Stock (SKM)(SKM)	Stocks	Self	N/A	Capital Gains $1 - $200
Evolve IRA (Roth) ⇒ Smith & Nephew SNATS, Inc. Common Stock (SNN)(SNN)	Stocks	Self	$1 - $1,000	Tax-Deferred
Evolve IRA (Roth) ⇒ SMITHS GROUP PLC S/ADR (SMGZY)(SMGZY)	Stocks	Self	$1 - $1,000	Tax-Deferred
Evolve IRA (Roth) ⇒ Sony Group Corporation American Depositary Shares (SONY)(SONY)	Stocks	Self	N/A	None
Evolve IRA (Roth) ⇒ Sprott Inc. Common Shares (SII)(SII)	Stocks	Self	$1,001 - $15,000	Tax-Deferred
Evolve IRA (Roth) ⇒ Sprouts Farmers Market, Inc. - Common Stock (SFM)(SFM)	Stocks	Self	$1,001 - $15,000	Tax-Deferred
Evolve IRA (Roth) ⇒ STANDARD CHARTERED PLC (SCBFF)(SCBFF)	Stocks	Self	$1,001 - $15,000	None
Evolve IRA (Roth) ⇒ STANDARD CHRTRD UNSP/ADR (SCBFY)(SCBFY)	Stocks	Self	$1,001 - $15,000	Tax-Deferred
Evolve IRA (Roth) ⇒ Stantec Inc Common Stock (STN)(STN)	Stocks	Self	N/A	Tax-Deferred
Evolve IRA (Roth) ⇒ State Street Corporation Common Stock (STT)(STT)	Stocks	Self	N/A	Tax-Deferred
Evolve IRA (Roth) ⇒ SUMITOMO CORP S/ADR (SSUMY)(SSUMY)	Stocks	Self	$1,001 - $15,000	Tax-Deferred
Evolve IRA (Roth) ⇒ SUN HUNG KAI & CO LTD (SHGKF)(SHGKF)	Stocks	Self	$1 - $1,000	None
Evolve IRA (Roth) ⇒ SUN HUNG KAI PY LTD S/ADR (SUHJY)(SUHJY)	Stocks	Self	$1 - $1,000	Tax-Deferred
Evolve IRA (Roth) ⇒ SVENSKA HANDELSBANKEN NEW (SVNLF)(SVNLF)	Stocks	Self	$1 - $1,000	None
Evolve IRA (Roth) ⇒ SVENSKA HANDELSBK UNS/ADR (SVNLY)(SVNLY)	Stocks	Self	$1,001 - $15,000	Tax-Deferred
Evolve IRA (Roth) ⇒ SWISS RE LTD ORD (SSREF)(SSREF)	Stocks	Self	N/A	Tax-Deferred
Evolve IRA (Roth) ⇒ Synchrony Financial Common Stock (SYF)(SYF)	Stocks	Self	$1,001 - $15,000	Tax-Deferred
Evolve IRA (Roth) ⇒ Talen Energy Corporation (TLN)(TLN)	Stocks	Self	N/A	Tax-Deferred
Evolve IRA (Roth) ⇒ Tapestry, Inc. Common Stock (TPR)(TPR)	Stocks	Self	N/A	Tax-Deferred
Evolve IRA (Roth) ⇒ TECHNOPRO HLDGS SP/ADR (TCCPY)(TCCPY)	Stocks	Self	$1,001 - $15,000	Tax-Deferred
Evolve IRA (Roth) ⇒ Telefonica Brasil S.A. American Depositary Shares (VIV)(VIV)	Stocks	Self	N/A	Tax-Deferred
Evolve IRA (Roth) ⇒ TELEPERFORMANCE UNSP/ADR (TLPFY)(TLPFY)	Stocks	Self	$1 - $1,000	Tax-Deferred
Evolve IRA (Roth) ⇒ Tenet Healthcare Corporation Common Stock (THC)(THC)	Stocks	Self	$1,001 - $15,000	Tax-Deferred
Evolve IRA (Roth) ⇒ Teradata Corporation Common Stock (TDC)(TDC)	Stocks	Self	N/A	Tax-Deferred
Evolve IRA (Roth) ⇒ Teva Pharmaceutical Industries Limited American Depositary Shares (TEVA)(TEVA)	Stocks	Self	$1 - $1,000	Tax-Deferred
Evolve IRA (Roth) ⇒ The Cigna Group Common Stock (CI)(CI)	Stocks	Self	$1,001 - $15,000	Tax-Deferred
Evolve IRA (Roth) ⇒ The Ensign Group, Inc. - Common Stock (ENSG)(ENSG)	Stocks	Self	N/A	Tax-Deferred
Evolve IRA (Roth) ⇒ TIM S.A. American Depositary Shares (TIMB)(TIMB)	Stocks	Self	$1,001 - $15,000	Tax-Deferred
Evolve IRA (Roth) ⇒ TopBuild Corp. Common Stock (BLD)(BLD)	Stocks	Self	$1,001 - $15,000	Tax-Deferred
Evolve IRA (Roth) ⇒ Twilio Inc. Class A Common Stock (TWLO)(TWLO)	Stocks	Self	N/A	Tax-Deferred
Evolve IRA (Roth) ⇒ TXNM Energy, Inc. Common Stock (TXNM)(TXNM)	Stocks	Self	N/A	Tax-Deferred
Evolve IRA (Roth) ⇒ U.S. Bancorp Common Stock (USB)(USB)	Stocks	Self	$1,001 - $15,000	Tax-Deferred
Evolve IRA (Roth) ⇒ UNICREDITO SPA UNSP/ADR (UNCRY)(UNCRY)	Stocks	Self	$1,001 - $15,000	Tax-Deferred
Evolve IRA (Roth) ⇒ Valaris Limited Common Shares (VAL)(VAL)	Stocks	Self	$1,001 - $15,000	Tax-Deferred
Evolve IRA (Roth) ⇒ VALE S.A. American Depositary Shares Each Representing one common share (VALE)(VALE)	Stocks	Self	$1,001 - $15,000	Tax-Deferred
Evolve IRA (Roth) ⇒ Valvoline Inc. Common Stock (VVV)(VVV)	Stocks	Self	N/A	Tax-Deferred
Evolve IRA (Roth) ⇒ Visteon Corporation - Common Stock (VC)(VC)	Stocks	Self	N/A	Tax-Deferred
Evolve IRA (Roth) ⇒ Vodafone Group Plc - American Depositary Shares each representing ten Ordinary Shares (VOD)(VOD)	Stocks	Self	$1 - $1,000	Tax-Deferred
Evolve IRA (Roth) ⇒ Vornado Realty Trust Common Stock (VNO)(VNO)	Stocks	Self	$1 - $1,000	Tax-Deferred
Evolve IRA (Roth) ⇒ Watts Water Technologies, Inc. Class A Common Stock (WTS)(WTS)	Stocks	Self	$1 - $1,000	Tax-Deferred
Evolve IRA (Roth) ⇒ Webster Financial Corporation Common Stock (WBS)(WBS)	Stocks	Self	$1,001 - $15,000	Tax-Deferred
Evolve IRA (Roth) ⇒ Weibo Corporation - American Depositary Shares (WB)(WB)	Stocks	Self	$1,001 - $15,000	Tax-Deferred
Evolve IRA (Roth) ⇒ WH GROUP LTD ORD (WHGRF)(WHGRF)	Stocks	Self	$1 - $1,000	None
Evolve IRA (Roth) ⇒ WH GROUP LTD S/ADR (WHGLY)(WHGLY)	Stocks	Self	$1,001 - $15,000	Tax-Deferred
Evolve IRA (Roth) ⇒ Wipro Limited Common Stock (WIT)(WIT)	Stocks	Self	N/A	Tax-Deferred
Evolve IRA (Roth) ⇒ X Financial American Depositary Shares, each representing six Class A Ordinary Shares (XYF)(XYF)	Stocks	Self	$1 - $1,000	Tax-Deferred
Evolve IRA (Roth) ⇒ Yum China Holdings, Inc. Common Stock (YUMC)(YUMC)	Stocks	Self	$1,001 - $15,000	Tax-Deferred
Evolve IRA (Roth) ⇒ Zebra Technologies Corporation - Class A Common Stock (ZBRA)(ZBRA)	Stocks	Self	N/A	Tax-Deferred
Evolve IRA (Roth) ⇒ Zoom Communications, Inc. - Class A Common Stock (ZM)(ZM)	Stocks	Self	$1,001 - $15,000	Tax-Deferred
Evolve IRA (Traditional) ⇒ ENI S.p.A. Common Stock (E)(E)	Stocks	Self	$1 - $1,000	Tax-Deferred
Evolve IRA (Traditional) ⇒ Invesco QQQ Trust, Series 1 (QQQ)(QQQ)	ETFs	Self	$1,001 - $15,000	Tax-Deferred
Evolve IRA (Traditional) ⇒ iShares Large Cap Max Buffer Dec ETF (DMAX)(DMAX)	ETFs	Self	$1,001 - $15,000	Tax-Deferred
Evolve IRA (Traditional) ⇒ JPMorgan Hedged Equity Laddered Overlay ETF (HELO)(HELO)	ETFs	Self	$15,001 - $50,000	Tax-Deferred
Evolve IRA (Traditional) ⇒ MMKT - Fidelity GOVT (FZBXX)(FZBXX)	Retirement & Pension	Self	$1,001 - $15,000	Tax-Deferred
Evolve IRA (Traditional) ⇒ QXO, Inc. Common Stock (QXO)(QXO)	Stocks	Self	$1,001 - $15,000	Tax-Deferred

Liabilities (1)

Creditor	Type	Amount	Rate	Term
Mohela	student loan	$15,001 - $50,000	—	—

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Methodology: Net worth is calculated from annual financial disclosures filed under the STOCK Act. Congress members report asset values and liabilities in ranges (e.g., $1,001-$15,000), not exact amounts. The “estimated net worth” shown is the midpoint of total assets minus the midpoint of total liabilities. Actual values may differ. Stock trading data comes from separate Periodic Transaction Reports (PTRs).