Leela Gray Net Worth & Financial Disclosure

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Candidate financial disclosure for 2026, filed July 14, 2026. Includes 266 assets.

Year:

2026

Est. Net Worth

$3.4M

2026 candidate report

Total Assets

$1.1M - $5.8M

266 assets

Total Liabilities

0 liabilities

Total Trades

From PTR filings

Trade Volume

N/A

Midpoint of disclosed ranges

Assets by Category

Stocks$2.6M (234)

ETFs$300K (23)

Mutual Funds$250K (2)

Bank & Cash$248K (4)

Other$501 (3)

All Assets (266)

Asset	Type	Owner	Value	Income
Antero Resources Corporation Wetzel, WV, US	Other	Self	$1 - $1,000	Dividends $201 - $1,000
Bank of America Corporation Common Stock(BAC)	Stocks	Spouse	$1,001 - $15,000	None
USAA Federal Savings Bank	Bank & Cash	Joint	$100,001 - $250,000	Interest $1 - $200
Yazam, Inc. DBA Empower	Other	Self	N/A	None
Yazam, Inc. DBA Empower	Other	Self	N/A	None
Fidelity Brokerage Account ⇒ Arista Networks, Inc. Common Stock (ANET)(ANET)	Stocks	Self	$15,001 - $50,000	None
Fidelity Brokerage Account ⇒ ConnectM Technology Solutions, Inc. - Common Stock (CNTM)(CNTM)	Stocks	Self	$1,001 - $15,000	None
Fidelity Brokerage Account ⇒ Cycurion, Inc. - Common Stock (CYCU)(CYCU)	Stocks	Self	$1,001 - $15,000	None
Fidelity Brokerage Account ⇒ Fidelity Money Market (SPRXX)	Bank & Cash	Self	$15,001 - $50,000	Interest $1 - $200
Fidelity Brokerage Account ⇒ Fidelity Money Market (SPRXX)	Bank & Cash	Self	$15,001 - $50,000	None
Fidelity Brokerage Account ⇒ First Trust Cloud Computing ETF (SKYY)(SKYY)	ETFs	Self	$50,001 - $100,000	None
Fidelity Brokerage Account ⇒ Mondelez International, Inc. - Class A Common Stock (MDLZ)(MDLZ)	Stocks	Self	$15,001 - $50,000	None
Fidelity Brokerage Account ⇒ State Street Utilities Select Sector SPDR ETF (XLU)(XLU)	ETFs	Self	$1,001 - $15,000	None
Fidelity Brokerage Account ⇒ Victory 500 Index Fund Reward Shares (USPRX)	Mutual Funds	Self	$100,001 - $250,000	None
Fishers Brokerage Account ⇒ AbbVie Inc. Common Stock (ABBV)(ABBV)	Stocks	Self	$1,001 - $15,000	None
Fishers Brokerage Account ⇒ Alphabet Inc. - Class A Common Stock (GOOGL)(GOOGL)	Stocks	Self	$15,001 - $50,000	None
Fishers Brokerage Account ⇒ Amazon.com, Inc. - Common Stock (AMZN)(AMZN)	Stocks	Self	$15,001 - $50,000	None
Fishers Brokerage Account ⇒ American Express Company Common Stock (AXP)(AXP)	Stocks	Self	$1,001 - $15,000	None
Fishers Brokerage Account ⇒ Amgen Inc. - Common Stock (AMGN)(AMGN)	Stocks	Self	$15,001 - $50,000	None
Fishers Brokerage Account ⇒ Anheuser-Busch Inbev SA Sponsored ADR (BUD)(BUD)	Stocks	Self	$1,001 - $15,000	None
Fishers Brokerage Account ⇒ Apple Inc. - Common Stock (AAPL)(AAPL)	Stocks	Self	$50,001 - $100,000	None
Fishers Brokerage Account ⇒ ASML Holding N.V. - New York Registry Shares (ASML)(ASML)	Stocks	Self	$15,001 - $50,000	None
Fishers Brokerage Account ⇒ BAE SYSTEMS plc Sponsored ADR (BAESY)(BAESY)	Stocks	Self	$1,001 - $15,000	None
Fishers Brokerage Account ⇒ Bank of America Corporation Common Stock (BAC)(BAC)	Stocks	Self	$1,001 - $15,000	None
Fishers Brokerage Account ⇒ Barclays PLC Common Stock (BCS)(BCS)	Stocks	Self	$1,001 - $15,000	None
Fishers Brokerage Account ⇒ BHP Group Limited American Depositary Shares (BHP)(BHP)	Stocks	Self	$1,001 - $15,000	None
Fishers Brokerage Account ⇒ Boeing Company (BA)(BA)	Stocks	Self	$1,001 - $15,000	None
Fishers Brokerage Account ⇒ BP p.l.c. Common Stock (BP)(BP)	Stocks	Self	$1,001 - $15,000	None
Fishers Brokerage Account ⇒ Broadcom Inc. - Common Stock (AVGO)(AVGO)	Stocks	Self	$15,001 - $50,000	None
Fishers Brokerage Account ⇒ Carrier Global Corporation Common Stock (CARR)(CARR)	Stocks	Self	$1,001 - $15,000	None
Fishers Brokerage Account ⇒ Caterpillar, Inc. Common Stock (CAT)(CAT)	Stocks	Self	$15,001 - $50,000	None
Fishers Brokerage Account ⇒ Charles Schwab Corporation (SCHW)(SCHW)	Stocks	Self	$1,001 - $15,000	None
Fishers Brokerage Account ⇒ Chevron Corporation Common Stock (CVX)(CVX)	Stocks	Self	$1,001 - $15,000	None
Fishers Brokerage Account ⇒ Cisco Systems, Inc. - Common Stock (CSCO)(CSCO)	Stocks	Self	$1,001 - $15,000	None
Fishers Brokerage Account ⇒ Citigroup, Inc. Common Stock (C)(C)	Stocks	Self	$15,001 - $50,000	None
Fishers Brokerage Account ⇒ Compagnie Financiere Richemont Unsponsored ADR (CFRUY)(CFRUY)	Stocks	Self	$1,001 - $15,000	None
Fishers Brokerage Account ⇒ Costco Wholesale Corporation - Common Stock (COST)(COST)	Stocks	Self	$1,001 - $15,000	None
Fishers Brokerage Account ⇒ CSX Corporation - Common Stock (CSX)(CSX)	Stocks	Self	$1,001 - $15,000	None
Fishers Brokerage Account ⇒ Danaher Corporation Common Stock (DHR)(DHR)	Stocks	Self	$1,001 - $15,000	None
Fishers Brokerage Account ⇒ Deere & Company Common Stock (DE)(DE)	Stocks	Self	$1,001 - $15,000	None
Fishers Brokerage Account ⇒ DEUTSCHE TELEKOM AG S/ADR (DTEGY)(DTEGY)	Stocks	Self	$1,001 - $15,000	None
Fishers Brokerage Account ⇒ Eli Lilly and Company Common Stock (LLY)(LLY)	Stocks	Self	$15,001 - $50,000	None
Fishers Brokerage Account ⇒ Emerson Electric Company Common Stock (EMR)(EMR)	Stocks	Self	$15,001 - $50,000	None
Fishers Brokerage Account ⇒ Exxon Mobil Corporation Common Stock (XOM)(XOM)	Stocks	Self	$1,001 - $15,000	None
Fishers Brokerage Account ⇒ FAST RETAILING UNSP/ADR (FRCOY)(FRCOY)	Stocks	Self	$1,001 - $15,000	None
Fishers Brokerage Account ⇒ FDIC Sweep Accts for IRA and ROTH	Bank & Cash	Self	$1,001 - $15,000	Interest $1 - $200
Fishers Brokerage Account ⇒ Freeport-McMoRan, Inc. Common Stock (FCX)(FCX)	Stocks	Self	$1,001 - $15,000	None
Fishers Brokerage Account ⇒ GE Aerospace Common Stock (GE)(GE)	Stocks	Self	$1,001 - $15,000	None
Fishers Brokerage Account ⇒ GE Vernova Inc. Common Stock (GEV)(GEV)	Stocks	Self	$15,001 - $50,000	None
Fishers Brokerage Account ⇒ Goldman Sachs Group, Inc. (GS)(GS)	Stocks	Self	$15,001 - $50,000	None
Fishers Brokerage Account ⇒ GSK plc American Depositary Shares (GSK)(GSK)	Stocks	Self	$1,001 - $15,000	None
Fishers Brokerage Account ⇒ HERMES INTL SA UNSP/ADR (HESAY)(HESAY)	Stocks	Self	$1,001 - $15,000	None
Fishers Brokerage Account ⇒ Home Depot, Inc. (HD)(HD)	Stocks	Self	$1,001 - $15,000	None
Fishers Brokerage Account ⇒ Honda Motor Company, Ltd. Common Stock (HMC)(HMC)	Stocks	Self	$1,001 - $15,000	None
Fishers Brokerage Account ⇒ HSBC Holdings, plc. Common Stock (HSBC)(HSBC)	Stocks	Self	$1,001 - $15,000	None
Fishers Brokerage Account ⇒ Intesa Sanpaolo S.P.A. Sponsored ADR (ISNPY)(ISNPY)	Stocks	Self	$1,001 - $15,000	None
Fishers Brokerage Account ⇒ Johnson & Johnson Common Stock (JNJ)(JNJ)	Stocks	Self	$1,001 - $15,000	None
Fishers Brokerage Account ⇒ JP Morgan Chase & Co. Common Stock (JPM)(JPM)	Stocks	Self	$15,001 - $50,000	None
Fishers Brokerage Account ⇒ L'Oreal Co. American Depositary Shares (LRLCY)(LRLCY)	Stocks	Self	$1,001 - $15,000	None
Fishers Brokerage Account ⇒ Mastercard Incorporated Common Stock (MA)(MA)	Stocks	Self	$1,001 - $15,000	None
Fishers Brokerage Account ⇒ Meta Platforms, Inc. - Class A Common Stock (META)(META)	Stocks	Self	$1,001 - $15,000	None
Fishers Brokerage Account ⇒ Microsoft Corporation - Common Stock (MSFT)(MSFT)	Stocks	Self	$15,001 - $50,000	None
Fishers Brokerage Account ⇒ MITSUBISHI HVY IND U/ADR (MHVIY)(MHVIY)	Stocks	Self	$1,001 - $15,000	None
Fishers Brokerage Account ⇒ Mitsubishi UFJ Financial Group, Inc. Common Stock (MUFG)(MUFG)	Stocks	Self	$1,001 - $15,000	None
Fishers Brokerage Account ⇒ Mitsui & Company, Ltd. American Depositary Shares (MITSY)(MITSY)	Stocks	Self	$1,001 - $15,000	None
Fishers Brokerage Account ⇒ Morgan Stanley Common Stock (MS)(MS)	Stocks	Self	$1,001 - $15,000	None
Fishers Brokerage Account ⇒ National Australia Bank Limited (NABZY)(NABZY)	Stocks	Self	$1,001 - $15,000	None
Fishers Brokerage Account ⇒ NESTLE S.A S/ADR (NSRGY)(NSRGY)	Stocks	Self	$1,001 - $15,000	None
Fishers Brokerage Account ⇒ Netflix, Inc. - Common Stock (NFLX)(NFLX)	Stocks	Self	$1,001 - $15,000	None
Fishers Brokerage Account ⇒ Novartis AG Common Stock (NVS)(NVS)	Stocks	Self	$1,001 - $15,000	None
Fishers Brokerage Account ⇒ NVIDIA Corporation - Common Stock (NVDA)(NVDA)	Stocks	Self	$50,001 - $100,000	None
Fishers Brokerage Account ⇒ Oracle Corporation Common Stock (ORCL)(ORCL)	Stocks	Self	$1,001 - $15,000	None
Fishers Brokerage Account ⇒ PACCAR Inc. - Common Stock (PCAR)(PCAR)	Stocks	Self	$1,001 - $15,000	None
Fishers Brokerage Account ⇒ Palo Alto Networks, Inc. - Common Stock (PANW)(PANW)	Stocks	Self	$1,001 - $15,000	None
Fishers Brokerage Account ⇒ PANASONIC HLDS UNSP/ADR (PCRHY)(PCRHY)	Stocks	Self	$1,001 - $15,000	None
Fishers Brokerage Account ⇒ Pepsico, Inc. (PEP)(PEP)	Stocks	Self	$1,001 - $15,000	None
Fishers Brokerage Account ⇒ Pfizer, Inc. Common Stock (PFE)(PFE)	Stocks	Self	$1,001 - $15,000	None
Fishers Brokerage Account ⇒ Procter & Gamble Company (PG)(PG)	Stocks	Self	$1,001 - $15,000	None
Fishers Brokerage Account ⇒ Rio Tinto Plc Common Stock (RIO)(RIO)	Stocks	Self	$1,001 - $15,000	None
Fishers Brokerage Account ⇒ ROCHE HOLDING LTD S/ADR (RHHBY)(RHHBY)	Stocks	Self	$15,001 - $50,000	None
Fishers Brokerage Account ⇒ Royal Bank Of Canada Common Stock (RY)(RY)	Stocks	Self	$1,001 - $15,000	None
Fishers Brokerage Account ⇒ RTX Corporation Common Stock (RTX)(RTX)	Stocks	Self	$15,001 - $50,000	None
Fishers Brokerage Account ⇒ SAP SE ADS (SAP)(SAP)	Stocks	Self	$1,001 - $15,000	None
Fishers Brokerage Account ⇒ ServiceNow, Inc. Common Stock (NOW)(NOW)	Stocks	Self	$1,001 - $15,000	None
Fishers Brokerage Account ⇒ Shell PLC American Depositary Shares (SHEL)(SHEL)	Stocks	Self	$1,001 - $15,000	None
Fishers Brokerage Account ⇒ Siemens AG American Depositary Shares (SIEGY)(SIEGY)	Stocks	Self	$1,001 - $15,000	None
Fishers Brokerage Account ⇒ SMC CORP JAPAN S/ADR (SMCAY)(SMCAY)	Stocks	Self	$1,001 - $15,000	None
Fishers Brokerage Account ⇒ Societe Generale France Sponsored ADR (SCGLY)(SCGLY)	Stocks	Self	$1,001 - $15,000	None
Fishers Brokerage Account ⇒ Sony Group Corporation American Depositary Shares (SONY)(SONY)	Stocks	Self	$1,001 - $15,000	None
Fishers Brokerage Account ⇒ Spotify Technology S.A. Ordinary Shares (SPOT)(SPOT)	Stocks	Self	$1,001 - $15,000	None
Fishers Brokerage Account ⇒ Starbucks Corporation - Common Stock (SBUX)(SBUX)	Stocks	Self	$1,001 - $15,000	None
Fishers Brokerage Account ⇒ Taiwan Semiconductor Manufacturing Company Ltd. (TSM)(TSM)	Stocks	Self	$15,001 - $50,000	None
Fishers Brokerage Account ⇒ Thermo Fisher Scientific Inc Common Stock (TMO)(TMO)	Stocks	Self	$1,001 - $15,000	None
Fishers Brokerage Account ⇒ Tokyo Electron Ltd Unsponsored ADR (TOELY)(TOELY)	Stocks	Self	$1,001 - $15,000	None
Fishers Brokerage Account ⇒ UBS Group AG Registered Ordinary Shares (UBS)(UBS)	Stocks	Self	$15,001 - $50,000	None
Fishers Brokerage Account ⇒ UNICREDITO SPA UNSP/ADR (UNCRY)(UNCRY)	Stocks	Self	$15,001 - $50,000	None
Fishers Brokerage Account ⇒ Unilever PLC American Depositary Shares (UL)(UL)	Stocks	Self	$1,001 - $15,000	None
Fishers Brokerage Account ⇒ Union Pacific Corporation Common Stock (UNP)(UNP)	Stocks	Self	$1,001 - $15,000	None
Fishers Brokerage Account ⇒ UnitedHealth Group Incorporated Common Stock (UNH)(UNH)	Stocks	Self	$1,001 - $15,000	None
Fishers Brokerage Account ⇒ Visa Inc. (V)(V)	Stocks	Self	$1,001 - $15,000	None
Fishers Brokerage Account ⇒ Walmart Inc. - Common Stock (WMT)(WMT)	Stocks	Self	$1,001 - $15,000	None
Fishers Rollover IRA ⇒ Alphabet Inc. - Class A Common Stock (GOOGL)(GOOGL)	Stocks	Self	$1,001 - $15,000	Tax-Deferred
Fishers Rollover IRA ⇒ Amazon.com, Inc. - Common Stock (AMZN)(AMZN)	Stocks	Self	$1,001 - $15,000	Tax-Deferred
Fishers Rollover IRA ⇒ Apple Inc. - Common Stock (AAPL)(AAPL)	Stocks	Self	$1,001 - $15,000	Tax-Deferred
Fishers Rollover IRA ⇒ ASML Holding N.V. - New York Registry Shares (ASML)(ASML)	Stocks	Self	$1,001 - $15,000	Tax-Deferred
Fishers Rollover IRA ⇒ Broadcom Inc. - Common Stock (AVGO)(AVGO)	Stocks	Self	$1,001 - $15,000	Tax-Deferred
Fishers Rollover IRA ⇒ Caterpillar, Inc. Common Stock (CAT)(CAT)	Stocks	Self	$1,001 - $15,000	Tax-Deferred
Fishers Rollover IRA ⇒ Compagnie Financiere Richemont Unsponsored ADR (CFRUY)(CFRUY)	Stocks	Self	$1,001 - $15,000	Tax-Deferred
Fishers Rollover IRA ⇒ Deutsche Boerse Ag Unsponsored ADR (DBOEY)(DBOEY)	Stocks	Self	$1,001 - $15,000	Tax-Deferred
Fishers Rollover IRA ⇒ Eli Lilly and Company Common Stock (LLY)(LLY)	Stocks	Self	$1,001 - $15,000	Tax-Deferred
Fishers Rollover IRA ⇒ Franklin FTSE Japan ETF (FLJP)(FLJP)	ETFs	Self	$1,001 - $15,000	Tax-Deferred
Fishers Rollover IRA ⇒ Goldman Sachs Group, Inc. (GS)(GS)	Stocks	Self	$1,001 - $15,000	Tax-Deferred
Fishers Rollover IRA ⇒ Invesco KBW Bank ETF (KBWB)(KBWB)	ETFs	Self	$1,001 - $15,000	Tax-Deferred
Fishers Rollover IRA ⇒ iShares Global Consumer Staples ETF (KXI)(KXI)	ETFs	Self	$1,001 - $15,000	Tax-Deferred
Fishers Rollover IRA ⇒ iShares Global Industrials ETF (EXI)(EXI)	ETFs	Self	$1,001 - $15,000	Tax-Deferred
Fishers Rollover IRA ⇒ JP Morgan Chase & Co. Common Stock (JPM)(JPM)	Stocks	Self	$1,001 - $15,000	Tax-Deferred
Fishers Rollover IRA ⇒ Meta Platforms, Inc. - Class A Common Stock (META)(META)	Stocks	Self	$1,001 - $15,000	Tax-Deferred
Fishers Rollover IRA ⇒ Microsoft Corporation - Common Stock (MSFT)(MSFT)	Stocks	Self	$1,001 - $15,000	Tax-Deferred
Fishers Rollover IRA ⇒ MITSUBISHI HVY IND U/ADR (MHVIY)(MHVIY)	Stocks	Self	$1,001 - $15,000	Tax-Deferred
Fishers Rollover IRA ⇒ Morgan Stanley Common Stock (MS)(MS)	Stocks	Self	$1,001 - $15,000	Tax-Deferred
Fishers Rollover IRA ⇒ NVIDIA Corporation - Common Stock (NVDA)(NVDA)	Stocks	Self	$1,001 - $15,000	Tax-Deferred
Fishers Rollover IRA ⇒ Oracle Corporation Common Stock (ORCL)(ORCL)	Stocks	Self	$1,001 - $15,000	Tax-Deferred
Fishers Rollover IRA ⇒ Portfolio Building Block European Banks Index ETF (PBEU)(PBEU)	ETFs	Self	$1,001 - $15,000	Tax-Deferred
Fishers Rollover IRA ⇒ Portfolio Building Block Integrated Oil and Gas and Exploration and Production Index ETF (PBOG)(PBOG)	ETFs	Self	$1,001 - $15,000	Tax-Deferred
Fishers Rollover IRA ⇒ Portfolio Building Block World Pharma and Biotech Index ETF (PBPH)(PBPH)	ETFs	Self	$1,001 - $15,000	Tax-Deferred
Fishers Rollover IRA ⇒ Rio Tinto Plc Common Stock (RIO)(RIO)	Stocks	Self	$1,001 - $15,000	Tax-Deferred
Fishers Rollover IRA ⇒ ROLLS ROYCE HLDGS S/ADR (RYCEY)(RYCEY)	Stocks	Self	$1,001 - $15,000	Tax-Deferred
Fishers Rollover IRA ⇒ Royal Bank Of Canada Common Stock (RY)(RY)	Stocks	Self	$1,001 - $15,000	Tax-Deferred
Fishers Rollover IRA ⇒ SAP SE ADS (SAP)(SAP)	Stocks	Self	$1,001 - $15,000	Tax-Deferred
Fishers Rollover IRA ⇒ Sony Group Corporation American Depositary Shares (SONY)(SONY)	Stocks	Self	$1,001 - $15,000	Tax-Deferred
Fishers Rollover IRA ⇒ Spotify Technology S.A. Ordinary Shares (SPOT)(SPOT)	Stocks	Self	$1,001 - $15,000	Tax-Deferred
Fishers Rollover IRA ⇒ State Street Industrial Select Sector SPDR ETF (XLI)(XLI)	ETFs	Self	$1,001 - $15,000	Tax-Deferred
Fishers Rollover IRA ⇒ Taiwan Semiconductor Manufacturing Company Ltd. (TSM)(TSM)	Stocks	Self	$1,001 - $15,000	Tax-Deferred
Fishers Rollover IRA ⇒ UnitedHealth Group Incorporated Common Stock (UNH)(UNH)	Stocks	Self	$1,001 - $15,000	Tax-Deferred
Fishers Rollover IRA ⇒ Vanguard FTSEEuropean ETF (VGK)(VGK)	ETFs	Self	$1,001 - $15,000	Tax-Deferred
Fishers Rollover IRA ⇒ Visa Inc. (V)(V)	Stocks	Self	$1,001 - $15,000	Tax-Deferred
Fishers Rollover IRA Spouse ⇒ Vanguard 500 Index Fund Institutional Select Shares (VFFSX)(VFFSX)	Mutual Funds	Self	$50,001 - $100,000	Tax-Deferred
Fishers Rollover IRA Spouse ⇒ Vanguard FTSE Developed Markets ETF (VEA)(VEA)	ETFs	Self	$15,001 - $50,000	Tax-Deferred
Fishers Rollover IRA Spouse ⇒ Vanguard S&P 500 ETF (VOO)(VOO)	ETFs	Self	$15,001 - $50,000	Tax-Deferred
Fishers ROTH IRA ⇒ Alphabet Inc. - Class A Common Stock (GOOGL)(GOOGL)	Stocks	Self	$1,001 - $15,000	Tax-Deferred
Fishers ROTH IRA ⇒ Amazon.com, Inc. - Common Stock (AMZN)(AMZN)	Stocks	Self	$1,001 - $15,000	Tax-Deferred
Fishers ROTH IRA ⇒ Apple Inc. - Common Stock (AAPL)(AAPL)	Stocks	Self	$1,001 - $15,000	Tax-Deferred
Fishers ROTH IRA ⇒ ASML Holding N.V. - New York Registry Shares (ASML)(ASML)	Stocks	Self	$1,001 - $15,000	Tax-Deferred
Fishers ROTH IRA ⇒ Broadcom Inc. - Common Stock (AVGO)(AVGO)	Stocks	Self	$1,001 - $15,000	Tax-Deferred
Fishers ROTH IRA ⇒ Caterpillar, Inc. Common Stock (CAT)(CAT)	Stocks	Self	$1,001 - $15,000	Tax-Deferred
Fishers ROTH IRA ⇒ Compagnie Financiere Richemont Unsponsored ADR (CFRUY)(CFRUY)	Stocks	Self	$1,001 - $15,000	Tax-Deferred
Fishers ROTH IRA ⇒ Deutsche Boerse Ag Unsponsored ADR (DBOEY)(DBOEY)	Stocks	Self	$1,001 - $15,000	Tax-Deferred
Fishers ROTH IRA ⇒ Eli Lilly and Company Common Stock (LLY)(LLY)	Stocks	Self	$1,001 - $15,000	Tax-Deferred
Fishers ROTH IRA ⇒ Franklin FTSE Japan ETF (FLJP)(FLJP)	ETFs	Self	$1,001 - $15,000	Tax-Deferred
Fishers ROTH IRA ⇒ Goldman Sachs Group, Inc. (GS)(GS)	Stocks	Self	$1,001 - $15,000	Tax-Deferred
Fishers ROTH IRA ⇒ Invesco KBW Bank ETF (KBWB)(KBWB)	ETFs	Self	$1,001 - $15,000	Tax-Deferred
Fishers ROTH IRA ⇒ iShares Global Consumer Staples ETF (KXI)(KXI)	ETFs	Self	$1,001 - $15,000	Tax-Deferred
Fishers ROTH IRA ⇒ iShares Global Industrials ETF (EXI)(EXI)	ETFs	Self	$1,001 - $15,000	Tax-Deferred
Fishers ROTH IRA ⇒ iShares Global Tech ETF (IXN)(IXN)	ETFs	Self	$1,001 - $15,000	Tax-Deferred
Fishers ROTH IRA ⇒ JP Morgan Chase & Co. Common Stock (JPM)(JPM)	Stocks	Self	$1,001 - $15,000	Tax-Deferred
Fishers ROTH IRA ⇒ Meta Platforms, Inc. - Class A Common Stock (META)(META)	Stocks	Self	$1,001 - $15,000	Tax-Deferred
Fishers ROTH IRA ⇒ Microsoft Corporation - Common Stock (MSFT)(MSFT)	Stocks	Self	$1,001 - $15,000	Tax-Deferred
Fishers ROTH IRA ⇒ MITSUBISHI HVY IND U/ADR (MHVIY)(MHVIY)	Stocks	Self	$1,001 - $15,000	Tax-Deferred
Fishers ROTH IRA ⇒ Morgan Stanley Common Stock (MS)(MS)	Stocks	Self	$1,001 - $15,000	Tax-Deferred
Fishers ROTH IRA ⇒ NVIDIA Corporation - Common Stock (NVDA)(NVDA)	Stocks	Self	$1,001 - $15,000	Tax-Deferred
Fishers ROTH IRA ⇒ Oracle Corporation Common Stock (ORCL)(ORCL)	Stocks	Self	$1,001 - $15,000	Tax-Deferred
Fishers ROTH IRA ⇒ Portfolio Building Block European Banks Index ETF (PBEU)(PBEU)	ETFs	Self	$1,001 - $15,000	Tax-Deferred
Fishers ROTH IRA ⇒ Portfolio Building Block Integrated Oil and Gas and Exploration and Production Index ETF (PBOG)(PBOG)	ETFs	Self	$1,001 - $15,000	Tax-Deferred
Fishers ROTH IRA ⇒ Portfolio Building Block World Pharma and Biotech Index ETF (PBPH)(PBPH)	ETFs	Self	$1,001 - $15,000	Tax-Deferred
Fishers ROTH IRA ⇒ Rio Tinto Plc Common Stock (RIO)(RIO)	Stocks	Self	$1,001 - $15,000	Tax-Deferred
Fishers ROTH IRA ⇒ ROLLS ROYCE HLDGS S/ADR (RYCEY)(RYCEY)	Stocks	Self	$1,001 - $15,000	Tax-Deferred
Fishers ROTH IRA ⇒ Royal Bank Of Canada Common Stock (RY)(RY)	Stocks	Self	$1,001 - $15,000	Tax-Deferred
Fishers ROTH IRA ⇒ SAP SE ADS (SAP)(SAP)	Stocks	Self	$1 - $1,000	Tax-Deferred
Fishers ROTH IRA ⇒ Sony Group Corporation American Depositary Shares (SONY)(SONY)	Stocks	Self	$1,001 - $15,000	Tax-Deferred
Fishers ROTH IRA ⇒ Spotify Technology S.A. Ordinary Shares (SPOT)(SPOT)	Stocks	Self	$1,001 - $15,000	Tax-Deferred
Fishers ROTH IRA ⇒ State Street Industrial Select Sector SPDR ETF (XLI)(XLI)	ETFs	Self	$1,001 - $15,000	Tax-Deferred
Fishers ROTH IRA ⇒ Taiwan Semiconductor Manufacturing Company Ltd. (TSM)(TSM)	Stocks	Self	$1,001 - $15,000	Tax-Deferred
Fishers ROTH IRA ⇒ UnitedHealth Group Incorporated Common Stock (UNH)(UNH)	Stocks	Self	$1,001 - $15,000	Tax-Deferred
Fishers ROTH IRA ⇒ Vanguard FTSEEuropean ETF (VGK)(VGK)	ETFs	Self	$1,001 - $15,000	Tax-Deferred
Fishers ROTH IRA ⇒ Visa Inc. (V)(V)	Stocks	Self	$1,001 - $15,000	Tax-Deferred
Fishers ROTH IRA Spouse ⇒ AbbVie Inc. Common Stock (ABBV)(ABBV)	Stocks	Self	$1,001 - $15,000	Tax-Deferred
Fishers ROTH IRA Spouse ⇒ ADIDAS AG S/ADR (ADDYY)(ADDYY)	Stocks	Self	$1,001 - $15,000	Tax-Deferred
Fishers ROTH IRA Spouse ⇒ Alphabet Inc. - Class A Common Stock (GOOGL)(GOOGL)	Stocks	Self	$15,001 - $50,000	Tax-Deferred
Fishers ROTH IRA Spouse ⇒ Amazon.com, Inc. - Common Stock (AMZN)(AMZN)	Stocks	Self	$1,001 - $15,000	Tax-Deferred
Fishers ROTH IRA Spouse ⇒ American Express Company Common Stock (AXP)(AXP)	Stocks	Self	$1,001 - $15,000	Tax-Deferred
Fishers ROTH IRA Spouse ⇒ Anheuser-Busch Inbev SA Sponsored ADR (BUD)(BUD)	Stocks	Self	$1,001 - $15,000	Tax-Deferred
Fishers ROTH IRA Spouse ⇒ Apple Inc. - Common Stock (AAPL)(AAPL)	Stocks	Self	$15,001 - $50,000	Tax-Deferred
Fishers ROTH IRA Spouse ⇒ ASML Holding N.V. - New York Registry Shares (ASML)(ASML)	Stocks	Self	$15,001 - $50,000	Tax-Deferred
Fishers ROTH IRA Spouse ⇒ AstraZeneca PLC - American Depositary Shares (AZN)(AZN)	Stocks	Self	$1,001 - $15,000	Tax-Deferred
Fishers ROTH IRA Spouse ⇒ Bank of America Corporation Common Stock (BAC)(BAC)	Stocks	Self	$1,001 - $15,000	Tax-Deferred
Fishers ROTH IRA Spouse ⇒ Barclays PLC Common Stock (BCS)(BCS)	Stocks	Self	$1,001 - $15,000	Tax-Deferred
Fishers ROTH IRA Spouse ⇒ BHP Group Limited American Depositary Shares (BHP)(BHP)	Stocks	Self	$1,001 - $15,000	Tax-Deferred
Fishers ROTH IRA Spouse ⇒ Boeing Company (BA)(BA)	Stocks	Self	$1,001 - $15,000	Tax-Deferred
Fishers ROTH IRA Spouse ⇒ BP p.l.c. Common Stock (BP)(BP)	Stocks	Self	$1,001 - $15,000	Tax-Deferred
Fishers ROTH IRA Spouse ⇒ Broadcom Inc. - Common Stock (AVGO)(AVGO)	Stocks	Self	$1,001 - $15,000	Tax-Deferred
Fishers ROTH IRA Spouse ⇒ Canadian Imperial Bank of Commerce Common Stock (CM)(CM)	Stocks	Self	$1,001 - $15,000	Tax-Deferred
Fishers ROTH IRA Spouse ⇒ Caterpillar, Inc. Common Stock (CAT)(CAT)	Stocks	Self	$15,001 - $50,000	Tax-Deferred
Fishers ROTH IRA Spouse ⇒ Charles Schwab Corporation (SCHW)(SCHW)	Stocks	Self	$1,001 - $15,000	Tax-Deferred
Fishers ROTH IRA Spouse ⇒ Chevron Corporation Common Stock (CVX)(CVX)	Stocks	Self	$1,001 - $15,000	Tax-Deferred
Fishers ROTH IRA Spouse ⇒ Cisco Systems, Inc. - Common Stock (CSCO)(CSCO)	Stocks	Self	$1,001 - $15,000	Tax-Deferred
Fishers ROTH IRA Spouse ⇒ Citigroup, Inc. Common Stock (C)(C)	Stocks	Self	$1,001 - $15,000	Tax-Deferred
Fishers ROTH IRA Spouse ⇒ CMNWLTH BK AUSTRLA S/ADR (CMWAY)(CMWAY)	Stocks	Self	$1,001 - $15,000	Tax-Deferred
Fishers ROTH IRA Spouse ⇒ Costco Wholesale Corporation - Common Stock (COST)(COST)	Stocks	Self	$1,001 - $15,000	Tax-Deferred
Fishers ROTH IRA Spouse ⇒ CSX Corporation (CSX)(CSX)	Stocks	Self	$1,001 - $15,000	Tax-Deferred
Fishers ROTH IRA Spouse ⇒ Cummins Inc. Common Stock (CMI)(CMI)	Stocks	Self	$1,001 - $15,000	Tax-Deferred
Fishers ROTH IRA Spouse ⇒ Danaher Corporation Common Stock (DHR)(DHR)	Stocks	Self	$1,001 - $15,000	Tax-Deferred
Fishers ROTH IRA Spouse ⇒ Deere & Company Common Stock (DE)(DE)	Stocks	Self	$1,001 - $15,000	Tax-Deferred
Fishers ROTH IRA Spouse ⇒ Deutsche Bank AG Common Stock (DB)(DB)	Stocks	Self	$1,001 - $15,000	Tax-Deferred
Fishers ROTH IRA Spouse ⇒ Deutsche Telekom AG (DTEGY)(DTEGY)	Stocks	Self	$1,001 - $15,000	Tax-Deferred
Fishers ROTH IRA Spouse ⇒ Eli Lilly and Company Common Stock (LLY)(LLY)	Stocks	Self	$1,001 - $15,000	Tax-Deferred
Fishers ROTH IRA Spouse ⇒ Emerson Electric Company Common Stock (EMR)(EMR)	Stocks	Self	$1,001 - $15,000	Tax-Deferred
Fishers ROTH IRA Spouse ⇒ Exxon Mobil Corporation Common Stock (XOM)(XOM)	Stocks	Self	$1,001 - $15,000	Tax-Deferred
Fishers ROTH IRA Spouse ⇒ FANUC CORP UNSP/ADR (FANUY)(FANUY)	Stocks	Self	$1,001 - $15,000	Tax-Deferred
Fishers ROTH IRA Spouse ⇒ Fast Retailing Co Ltd Unsponsored ADR (FRCOY)(FRCOY)	Stocks	Self	$1,001 - $15,000	Tax-Deferred
Fishers ROTH IRA Spouse ⇒ Freeport-McMoRan, Inc. Common Stock (FCX)(FCX)	Stocks	Self	$1,001 - $15,000	Tax-Deferred
Fishers ROTH IRA Spouse ⇒ GE Aerospace Common Stock (GE)(GE)	Stocks	Self	$1,001 - $15,000	Tax-Deferred
Fishers ROTH IRA Spouse ⇒ GE Vernova Inc. Common Stock (GEV)(GEV)	Stocks	Self	$1,001 - $15,000	Tax-Deferred
Fishers ROTH IRA Spouse ⇒ Goldman Sachs Group, Inc. (GS)(GS)	Stocks	Self	$1,001 - $15,000	Tax-Deferred
Fishers ROTH IRA Spouse ⇒ GSK plc American Depositary Shares (GSK)(GSK)	Stocks	Self	$1,001 - $15,000	Tax-Deferred
Fishers ROTH IRA Spouse ⇒ Home Depot, Inc. (HD)(HD)	Stocks	Self	$1,001 - $15,000	Tax-Deferred
Fishers ROTH IRA Spouse ⇒ HSBC Holdings, plc. Common Stock (HSBC)(HSBC)	Stocks	Self	$1,001 - $15,000	Tax-Deferred
Fishers ROTH IRA Spouse ⇒ Illinois Tool Works Inc. Common Stock (ITW)(ITW)	Stocks	Self	$1,001 - $15,000	Tax-Deferred
Fishers ROTH IRA Spouse ⇒ Intesa Sanpaolo S.P.A. Sponsored ADR (ISNPY)(ISNPY)	Stocks	Self	$1,001 - $15,000	Tax-Deferred
Fishers ROTH IRA Spouse ⇒ Intuitive Surgical, Inc. - Common Stock (ISRG)(ISRG)	Stocks	Self	$1,001 - $15,000	Tax-Deferred
Fishers ROTH IRA Spouse ⇒ Johnson & Johnson Common Stock (JNJ)(JNJ)	Stocks	Self	$1,001 - $15,000	Tax-Deferred
Fishers ROTH IRA Spouse ⇒ Johnson Controls International plc Ordinary Share (JCI)(JCI)	Stocks	Self	$1,001 - $15,000	Tax-Deferred
Fishers ROTH IRA Spouse ⇒ JP Morgan Chase & Co. Common Stock (JPM)(JPM)	Stocks	Self	$1,001 - $15,000	Tax-Deferred
Fishers ROTH IRA Spouse ⇒ L'Oreal Co. American Depositary Shares (LRLCY)(LRLCY)	Stocks	Self	$1,001 - $15,000	Tax-Deferred
Fishers ROTH IRA Spouse ⇒ LVMH Moet Hennessy Louis Vuitton Unsponsored American Depositary Receipt (LVMUY)(LVMUY)	Stocks	Self	$1,001 - $15,000	Tax-Deferred
Fishers ROTH IRA Spouse ⇒ Mastercard Incorporated Common Stock (MA)(MA)	Stocks	Self	$1,001 - $15,000	Tax-Deferred
Fishers ROTH IRA Spouse ⇒ Merck & Company, Inc. Common Stock (MRK)(MRK)	Stocks	Self	$1,001 - $15,000	Tax-Deferred
Fishers ROTH IRA Spouse ⇒ Meta Platforms, Inc. - Class A Common Stock (META)(META)	Stocks	Self	$1,001 - $15,000	Tax-Deferred
Fishers ROTH IRA Spouse ⇒ Microsoft Corporation - Common Stock (MSFT)(MSFT)	Stocks	Self	$1,001 - $15,000	Tax-Deferred
Fishers ROTH IRA Spouse ⇒ MITSUBISHI HVY IND U/ADR (MHVIY)(MHVIY)	Stocks	Self	$1,001 - $15,000	Tax-Deferred
Fishers ROTH IRA Spouse ⇒ Mitsubishi UFJ Financial Group, Inc. Common Stock (MUFG)(MUFG)	Stocks	Self	$1,001 - $15,000	Tax-Deferred
Fishers ROTH IRA Spouse ⇒ Morgan Stanley Common Stock (MS)(MS)	Stocks	Self	$1,001 - $15,000	Tax-Deferred
Fishers ROTH IRA Spouse ⇒ Murata Manufacturing Co Ltd Unsponsored ADR (MRAAY)(MRAAY)	Stocks	Self	$1,001 - $15,000	Tax-Deferred
Fishers ROTH IRA Spouse ⇒ NESTLE S.A S/ADR (NSRGY)(NSRGY)	Stocks	Self	$1,001 - $15,000	Tax-Deferred
Fishers ROTH IRA Spouse ⇒ Netflix, Inc. - Common Stock (NFLX)(NFLX)	Stocks	Self	$1,001 - $15,000	Tax-Deferred
Fishers ROTH IRA Spouse ⇒ Novartis AG Common Stock (NVS)(NVS)	Stocks	Self	$1,001 - $15,000	Tax-Deferred
Fishers ROTH IRA Spouse ⇒ NVIDIA Corporation - Common Stock (NVDA)(NVDA)	Stocks	Self	$15,001 - $50,000	Tax-Deferred
Fishers ROTH IRA Spouse ⇒ Oracle Corporation Common Stock (ORCL)(ORCL)	Stocks	Self	$1,001 - $15,000	Tax-Deferred
Fishers ROTH IRA Spouse ⇒ Palo Alto Networks, Inc. (PANW)(PANW)	Stocks	Self	$1,001 - $15,000	Tax-Deferred
Fishers ROTH IRA Spouse ⇒ Pepsico, Inc. (PEP)(PEP)	Stocks	Self	$1,001 - $15,000	Tax-Deferred
Fishers ROTH IRA Spouse ⇒ Pfizer, Inc. Common Stock (PFE)(PFE)	Stocks	Self	$1,001 - $15,000	Tax-Deferred
Fishers ROTH IRA Spouse ⇒ Procter & Gamble Company (PG)(PG)	Stocks	Self	$1,001 - $15,000	Tax-Deferred
Fishers ROTH IRA Spouse ⇒ Rio Tinto Plc Common Stock (RIO)(RIO)	Stocks	Self	$1,001 - $15,000	Tax-Deferred
Fishers ROTH IRA Spouse ⇒ Roche Holdings AG Basel American Depositary Shares (RHHBY)(RHHBY)	Stocks	Self	$1,001 - $15,000	Tax-Deferred
Fishers ROTH IRA Spouse ⇒ RTX Corporation Common Stock (RTX)(RTX)	Stocks	Self	$1,001 - $15,000	Tax-Deferred
Fishers ROTH IRA Spouse ⇒ Safran S.A. Unsponsored ADR (SAFRY)(SAFRY)	Stocks	Self	$1,001 - $15,000	Tax-Deferred
Fishers ROTH IRA Spouse ⇒ Salesforce, Inc. Common Stock (CRM)(CRM)	Stocks	Self	$1,001 - $15,000	Tax-Deferred
Fishers ROTH IRA Spouse ⇒ SAP SE ADS (SAP)(SAP)	Stocks	Self	$1,001 - $15,000	Tax-Deferred
Fishers ROTH IRA Spouse ⇒ ServiceNow, Inc. Common Stock (NOW)(NOW)	Stocks	Self	$1,001 - $15,000	Tax-Deferred
Fishers ROTH IRA Spouse ⇒ Shell PLC American Depositary Shares (SHEL)(SHEL)	Stocks	Self	$1,001 - $15,000	Tax-Deferred
Fishers ROTH IRA Spouse ⇒ Siemens AG American Depositary Shares (SIEGY)(SIEGY)	Stocks	Self	$1,001 - $15,000	Tax-Deferred
Fishers ROTH IRA Spouse ⇒ Societe Generale France Sponsored ADR (SCGLY)(SCGLY)	Stocks	Self	$1,001 - $15,000	Tax-Deferred
Fishers ROTH IRA Spouse ⇒ Sony Group Corporation American Depositary Shares (SONY)(SONY)	Stocks	Self	$1,001 - $15,000	Tax-Deferred
Fishers ROTH IRA Spouse ⇒ Spotify Technology S.A. Ordinary Shares (SPOT)(SPOT)	Stocks	Self	$1,001 - $15,000	Tax-Deferred
Fishers ROTH IRA Spouse ⇒ Starbucks Corporation - Common Stock (SBUX)(SBUX)	Stocks	Self	$1,001 - $15,000	Tax-Deferred
Fishers ROTH IRA Spouse ⇒ Sumitomo Corp American Depositary Shares (SSUMY)(SSUMY)	Stocks	Self	$1,001 - $15,000	Tax-Deferred
Fishers ROTH IRA Spouse ⇒ Taiwan Semiconductor Manufacturing Company Ltd. (TSM)(TSM)	Stocks	Self	$1,001 - $15,000	Tax-Deferred
Fishers ROTH IRA Spouse ⇒ Thermo Fisher Scientific Inc Common Stock (TMO)(TMO)	Stocks	Self	$1,001 - $15,000	Tax-Deferred
Fishers ROTH IRA Spouse ⇒ Tokyo Electron Ltd Unsponsored ADR (TOELY)(TOELY)	Stocks	Self	$1,001 - $15,000	Tax-Deferred
Fishers ROTH IRA Spouse ⇒ Toyota Motor Corporation Common Stock (TM)(TM)	Stocks	Self	$1,001 - $15,000	Tax-Deferred
Fishers ROTH IRA Spouse ⇒ UBS Group AG Registered Ordinary Shares (UBS)(UBS)	Stocks	Self	$1,001 - $15,000	Tax-Deferred
Fishers ROTH IRA Spouse ⇒ UNICREDITO SPA UNSP/ADR (UNCRY)(UNCRY)	Stocks	Self	$1,001 - $15,000	Tax-Deferred
Fishers ROTH IRA Spouse ⇒ Unilever PLC American Depositary Shares (UL)(UL)	Stocks	Self	$1,001 - $15,000	Tax-Deferred
Fishers ROTH IRA Spouse ⇒ Union Pacific Corporation Common Stock (UNP)(UNP)	Stocks	Self	$1,001 - $15,000	Tax-Deferred
Fishers ROTH IRA Spouse ⇒ UnitedHealth Group Incorporated Common Stock (UNH)(UNH)	Stocks	Self	$1,001 - $15,000	Tax-Deferred
Fishers ROTH IRA Spouse ⇒ Visa Inc. (V)(V)	Stocks	Self	$1,001 - $15,000	Tax-Deferred
Fishers ROTH IRA Spouse ⇒ Walmart Inc. - Common Stock (WMT)(WMT)	Stocks	Self	$1,001 - $15,000	Tax-Deferred

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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).