Scott Singer Net Worth & Financial Disclosure

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Candidate financial disclosure for 2026, filed July 19, 2026. Includes 394 assets.

Year:

2026

Est. Net Worth

$22.9M

2026 candidate report

Total Assets

$10.5M - $35.3M

394 assets

Total Liabilities

0 liabilities

Total Trades

From PTR filings

Trade Volume

N/A

Midpoint of disclosed ranges

Assets by Category

LLC / Partnership$7.5M (4)

Real Estate$4.6M (4)

Other$4M (181)

Mutual Funds$3.7M (20)

Stocks$1.6M (113)

ETFs$771K (52)

Bank & Cash$721K (16)

Retirement & Pension$41K (2)

Gov. Securities$16K (2)

All Assets (394)

Asset	Type	Owner	Value	Income
Florida Retirement System Pension	Retirement & Pension	Self	$15,001 - $50,000	Tax-Deferred
Morgan Stanley Private Bank account	Bank & Cash	Joint	$1,001 - $15,000	Interest $201 - $1,000
Notes receivable from Hyannis View LLC	Other	Self	$500,001 - $1,000,000	Interest
Partial interest in commercial rental property, Marana, AZ Marana, AZ, US	Real Estate	Self	$1,000,001 - $5,000,000	Rent $100,001 - $1,000,000
Rare coins	Other	Self	$50,001 - $100,000	None
Ridgewood Savings Bank account	Bank & Cash	Self	$1,001 - $15,000	Interest $1 - $200
Sharding Holdings 67 A Series of Sharding Holdings Management LLC	Other	Self	$15,001 - $50,000	None
Singer Law Office, P.A.	Other	Self	$1,001 - $15,000	Legal revenue
The Public Health Company Group, Inc.	Other	Self	$1,001 - $15,000	None
US Series I Savings bonds	Gov. Securities	Spouse	$1,001 - $15,000	Interest $201 - $1,000
US Series I Savings bonds	Gov. Securities	Self	$1,001 - $15,000	Interest $201 - $1,000
Wells Fargo checking accounts	Bank & Cash	Self	$100,001 - $250,000	Interest $1 - $200
Wells Fargo savings	Bank & Cash	Joint	$1,001 - $15,000	Interest $1 - $200
Wells Fargo savings for Dependent Child 1	Bank & Cash	DC	$1,001 - $15,000	Interest $1 - $200
Etrade Brokerage ⇒ Alphabet Inc. - Class C Capital Stock (GOOG)(GOOG)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Etrade Brokerage ⇒ Apple Inc. - Common Stock (AAPL)(AAPL)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Etrade Brokerage ⇒ AT&T Inc. (T)(T)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Etrade Brokerage ⇒ Bank of America Corporation Common Stock (BAC)(BAC)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Etrade Brokerage ⇒ Berkshire Hathaway Inc. New Common Stock (BRK.B)(BRK.B)	Stocks	Self	$15,001 - $50,000	None
Etrade Brokerage ⇒ Boeing Company (BA)(BA)	Stocks	Self	$1,001 - $15,000	None
Etrade Brokerage ⇒ Cash in Etrade Brokerage Account	Bank & Cash	Self	$1,001 - $15,000	None
Etrade Brokerage ⇒ Coinbase Global, Inc. - Class A Common Stock (COIN)(COIN)	Stocks	Self	$1,001 - $15,000	None
Etrade Brokerage ⇒ Costco Wholesale Corporation - Common Stock (COST)(COST)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Etrade Brokerage ⇒ CSX Corporation (CSX)(CSX)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Etrade Brokerage ⇒ Duke Energy Corporation (DUK)(DUK)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Etrade Brokerage ⇒ Exxon Mobil Corporation Common Stock (XOM)(XOM)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Etrade Brokerage ⇒ Ford Motor Company Common Stock (F)(F)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Etrade Brokerage ⇒ General Motors Company Common Stock (GM)(GM)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Etrade Brokerage ⇒ Hilton Worldwide Holdings Inc. Common Stock (HLT)(HLT)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Etrade Brokerage ⇒ Invesco KBW Bank ETF (KBWB)(KBWB)	ETFs	Self	$1,001 - $15,000	Dividends $1 - $200
Etrade Brokerage ⇒ Invesco QQQ Trust, Series 1 (QQQ)(QQQ)	ETFs	Self	$1,001 - $15,000	Dividends $1 - $200
Etrade Brokerage ⇒ Invesco S&P 500 High Dividend Low Volatility ETF (SPHD)(SPHD)	ETFs	Self	$1,001 - $15,000	Dividends $1 - $200
Etrade Brokerage ⇒ Johnson & Johnson Common Stock (JNJ)(JNJ)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Etrade Brokerage ⇒ Kimberly-Clark Corporation - Common Stock (KMB)(KMB)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Etrade Brokerage ⇒ Microsoft Corporation - Common Stock (MSFT)(MSFT)	Stocks	Self	$15,001 - $50,000	Dividends $201 - $1,000
Etrade Brokerage ⇒ Motley Fool 100 Index ETF (TMFC)(TMFC)	ETFs	Self	$1,001 - $15,000	Dividends
Etrade Brokerage ⇒ NextEra Energy, Inc. Common Stock (NEE)(NEE)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Etrade Brokerage ⇒ RTX Corporation Common Stock (RTX)(RTX)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Etrade Brokerage ⇒ State Street SPDR Dow Jones Industrial Average ETF Trust (DIA)(DIA)	ETFs	Self	$1,001 - $15,000	Dividends $1 - $200
Etrade Brokerage ⇒ State Street SPDR S&P Insurance ETF (KIE)(KIE)	ETFs	Self	$1,001 - $15,000	Dividends $1 - $200
Etrade Brokerage ⇒ Strive U.S. Energy ETF (DRLL)(DRLL)	ETFs	Self	$1,001 - $15,000	Dividends $1 - $200
Etrade Brokerage ⇒ Union Pacific Corporation Common Stock (UNP)(UNP)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Etrade Brokerage ⇒ VanEck Bitcoin Trust (HODL)(HODL)	ETFs	Self	$1,001 - $15,000	None
Etrade Brokerage ⇒ Vanguard Financials ETF (VFH)(VFH)	ETFs	Self	$1,001 - $15,000	Dividends $1 - $200
Etrade Brokerage ⇒ Vanguard S&P 500 ETF (VOO)(VOO)	ETFs	Self	$50,001 - $100,000	Dividends $1 - $200
Etrade Brokerage ⇒ Vanguard Total Stock Market ETF (VTI)(VTI)	ETFs	Self	$15,001 - $50,000	Dividends $1 - $200
Etrade Brokerage ⇒ Vanguard Total World Stock Index ETF (VT)(VT)	ETFs	Self	$15,001 - $50,000	Dividends $1 - $200
Etrade Brokerage ⇒ Walmart Inc. - Common Stock (WMT)(WMT)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Etrade Brokerage ⇒ Walt Disney Company (DIS)(DIS)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Etrade Brokerage ⇒ Wells Fargo & Company Common Stock (WFC)(WFC)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Etrade Brokerage ⇒ Yum! Brands, Inc. (YUM)(YUM)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Etrade Brokerage for Dependent 1 ⇒ Apple Inc. - Common Stock (AAPL)(AAPL)	Stocks	DC	$1,001 - $15,000	Dividends $1 - $200
Etrade Brokerage for Dependent 1 ⇒ Cash in Etrade Account for Dependent Child 1	Bank & Cash	DC	$1,001 - $15,000	Interest $1 - $200
Etrade Brokerage for Dependent 1 ⇒ Global X SuperDividend REIT ETF (SRET)(SRET)	ETFs	DC	$1,001 - $15,000	Dividends $1 - $200
Etrade Brokerage for Dependent 1 ⇒ Invesco QQQ Trust, Series 1 (QQQ)(QQQ)	ETFs	DC	$1,001 - $15,000	Dividends $1 - $200
Etrade Brokerage for Dependent 1 ⇒ Roblox Corporation Class A Common Stock (RBLX)(RBLX)	Stocks	DC	$1,001 - $15,000	None
Etrade Brokerage for Dependent 1 ⇒ Schwab US Dividend Equity ETF (SCHD)(SCHD)	ETFs	DC	$1,001 - $15,000	Dividends $1 - $200
Etrade Brokerage for Dependent 1 ⇒ State Street SPDR Portfolio S&P 500 ETF (SPYM)(SPYM)	ETFs	DC	$1,001 - $15,000	Dividends $1 - $200
Etrade Brokerage for Dependent 1 ⇒ State Street SPDR Portfolio S&P 500 Growth ETF (SPYG)(SPYG)	ETFs	DC	$1,001 - $15,000	Dividends $1 - $200
Etrade Brokerage for Dependent 1 ⇒ State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD)(SPYD)	ETFs	DC	$1,001 - $15,000	Dividends $1 - $200
Etrade Brokerage for Dependent 1 ⇒ Strategy Shares Nasdaq 7HANDL Index ETF (HNDL)(HNDL)	ETFs	DC	$1,001 - $15,000	Dividends $1 - $200
Etrade Brokerage for Dependent 1 ⇒ Tesla, Inc. - Common Stock (TSLA)(TSLA)	Stocks	DC	$1,001 - $15,000	None
Etrade Brokerage for Dependent 1 ⇒ VanEck Bitcoin Trust (HODL)(HODL)	ETFs	DC	$1,001 - $15,000	None
Etrade Brokerage for Dependent 1 ⇒ Vanguard S&P 500 ETF (VOO)(VOO)	ETFs	DC	$1,001 - $15,000	Dividends $1 - $200
Etrade Brokerage for Dependent 1 ⇒ Vanguard Small-Cap ETF (VB)(VB)	ETFs	DC	$1,001 - $15,000	Dividends $1 - $200
Etrade Brokerage for Dependent 1 ⇒ Vanguard Total Stock Market ETF (VTI)(VTI)	ETFs	DC	$15,001 - $50,000	Dividends $1 - $200
Etrade Brokerage for Dependent 1 ⇒ Walt Disney Company (DIS)(DIS)	Stocks	DC	$1,001 - $15,000	Dividends $1 - $200
Etrade Brokerage for Dependent 2 ⇒ Invesco QQQ Trust, Series 1 (QQQ)(QQQ)	ETFs	DC	$1,001 - $15,000	Dividends $1 - $200
Etrade Brokerage for Dependent 2 ⇒ Roblox Corporation Class A Common Stock (RBLX)(RBLX)	Stocks	DC	$1,001 - $15,000	None
Etrade Brokerage for Dependent 2 ⇒ Schwab US Dividend Equity ETF (SCHD)(SCHD)	ETFs	DC	$1,001 - $15,000	Dividends $1 - $200
Etrade Brokerage for Dependent 2 ⇒ State Street SPDR Portfolio S&P 500 Growth ETF (SPYG)(SPYG)	ETFs	DC	$1,001 - $15,000	Dividends $1 - $200
Etrade Brokerage for Dependent 2 ⇒ State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD)(SPYD)	ETFs	DC	$1,001 - $15,000	Dividends $1 - $200
Etrade Brokerage for Dependent 2 ⇒ Strategy Shares Nasdaq 7HANDL Index ETF (HNDL)(HNDL)	ETFs	DC	$1,001 - $15,000	Dividends $1 - $200
Etrade Brokerage for Dependent 2 ⇒ Tesla, Inc. - Common Stock (TSLA)(TSLA)	Stocks	DC	$1,001 - $15,000	None
Etrade Brokerage for Dependent 2 ⇒ VanEck Bitcoin Trust (HODL)(HODL)	ETFs	DC	$1,001 - $15,000	None
Etrade Brokerage for Dependent 2 ⇒ Vanguard S&P 500 ETF (VOO)(VOO)	ETFs	DC	$1,001 - $15,000	Dividends $1 - $200
Etrade Brokerage for Dependent 2 ⇒ Vanguard Small-Cap ETF (VB)(VB)	ETFs	DC	$1,001 - $15,000	Dividends $1 - $200
Etrade Brokerage for Dependent 2 ⇒ Vanguard Total Stock Market ETF (VTI)(VTI)	ETFs	DC	$1,001 - $15,000	Dividends $1 - $200
Etrade IRA ⇒ Cash in ETrade IRA	Retirement & Pension	Self	$1,001 - $15,000	Tax-Deferred
Etrade IRA ⇒ Exxon Mobil Corporation Common Stock (XOM)(XOM)	Stocks	Self	$1,001 - $15,000	Tax-Deferred
Etrade IRA ⇒ Global X Super Dividend ETF (DIV)(DIV)	ETFs	Self	$1,001 - $15,000	Tax-Deferred
Etrade IRA ⇒ Global X SuperDividend ETF (SDIV)(SDIV)	ETFs	Self	$1,001 - $15,000	Tax-Deferred
Etrade IRA ⇒ International Paper Company Common Stock (IP)(IP)	Stocks	Self	$1,001 - $15,000	Tax-Deferred
Etrade IRA ⇒ Markel Group Inc. Common Stock (MKL)(MKL)	Stocks	Self	$1,001 - $15,000	Tax-Deferred
Etrade IRA ⇒ Old Dominion Freight Line, Inc. - Common Stock (ODFL)(ODFL)	Stocks	Self	$1,001 - $15,000	Tax-Deferred
Etrade IRA ⇒ TENCENT HLDGS UNSP/ADR (TCEHY)(TCEHY)	Stocks	Self	$1,001 - $15,000	Tax-Deferred
Etrade IRA ⇒ VanEck Bitcoin Trust (HODL)(HODL)	ETFs	Self	$1,001 - $15,000	Tax-Deferred
Etrade IRA ⇒ VanEck Digital Transformation ETF (DAPP)(DAPP)	ETFs	Self	$1,001 - $15,000	Tax-Deferred
Etrade IRA ⇒ Vanguard Total Stock Market ETF (VTI)(VTI)	ETFs	Self	$1,001 - $15,000	Tax-Deferred
Etrade Roth IRA ⇒ Iron Mountain Incorporated (IRM)(IRM)	Stocks	Self	$1,001 - $15,000	Tax-Deferred
Etrade Roth IRA ⇒ iShares MSCI EAFE ETF (EFA)(EFA)	ETFs	Self	$1,001 - $15,000	Tax-Deferred
Etrade Roth IRA ⇒ Johnson & Johnson Common Stock (JNJ)(JNJ)	Stocks	Self	$1,001 - $15,000	Tax-Deferred
Etrade Roth IRA ⇒ Salesforce, Inc. Common Stock (CRM)(CRM)	Stocks	Self	$1,001 - $15,000	Tax-Deferred
Etrade Roth IRA ⇒ Sony Group Corporation American Depositary Shares (SONY)(SONY)	Stocks	Self	$1,001 - $15,000	Tax-Deferred
Etrade Roth IRA ⇒ Strategy Shares Nasdaq 7HANDL Index ETF (HNDL)(HNDL)	ETFs	Self	$1,001 - $15,000	Tax-Deferred
Etrade Roth IRA ⇒ VanEck Bitcoin Trust (HODL)(HODL)	ETFs	Self	$1,001 - $15,000	Tax-Deferred
Etrade Roth IRA ⇒ VanEck Digital Transformation ETF (DAPP)(DAPP)	ETFs	Self	$1,001 - $15,000	Tax-Deferred
Etrade Roth IRA ⇒ Vanguard Total Stock Market ETF (VTI)(VTI)	ETFs	Self	$1,001 - $15,000	Tax-Deferred
Etrade Roth IRA ⇒ Walt Disney Company (DIS)(DIS)	Stocks	Self	$1,001 - $15,000	Tax-Deferred
Fidelity Brokerage ⇒ Fidelity Government Money Market Fund (SPAXX)(SPAXX)	Mutual Funds	Joint	$15,001 - $50,000	Dividends $201 - $1,000
Fidelity IRA ⇒ Fidelity 500 Index Fund (FXAIX)(FXAIX)	Mutual Funds	Self	$50,001 - $100,000	Tax-Deferred
Fidelity IRA ⇒ Fidelity Freedom Index 2040 Fund - Investor Class (FBIFX)(FBIFX)	Mutual Funds	Self	$100,001 - $250,000	Tax-Deferred
Hyannis Corporation ⇒ Bank accounts at Chase	Bank & Cash	Self	$1,001 - $15,000	None
Hyannis Corporation ⇒ Bank accounts at Wells Fargo	Bank & Cash	Self	$100,001 - $250,000	Interest $1 - $200
Hyannis Corporation ⇒ Fidelity Account HC ⇒ Fidelity Government Money Market Fund (SPAXX)(SPAXX)	Mutual Funds	Self	$100,001 - $250,000	Dividends $2,501 - $5,000
Hyannis Investments LLC ⇒ Bank accounts at Bank of America	Bank & Cash	Self	$50,001 - $100,000	None
Hyannis Investments LLC ⇒ Bank accounts at Chase	Bank & Cash	Self	$1,001 - $15,000	None
Hyannis Investments LLC ⇒ Bank accounts at Wells Fargo	Bank & Cash	Self	$100,001 - $250,000	Interest $1 - $200
Hyannis Investments LLC ⇒ Partial interest in commercial rental property, Jacksonville, FL Jacksonville, FL, US	Real Estate	Self	$500,001 - $1,000,000	Rent $50,001 - $100,000
Hyannis Investments LLC ⇒ Partial interest in commercial rental property, North Richland Hills, TX North Richland Hills, TX, US	Real Estate	Self	$500,001 - $1,000,000	Rent $50,001 - $100,000
Hyannis Investments LLC ⇒ Fidelity Account HI ⇒ Fidelity Institutional Money Market Fds: Gov Pt Cl I (FIGXX)(FIGXX)	Mutual Funds	Self	$500,001 - $1,000,000	Dividends $5,001 - $15,000
Hyannis Investments LLC ⇒ Fidelity Account HI ⇒ State Street SPDR Portfolio S&P 500 ETF (SPYM)(SPYM)	ETFs	Self	$1,001 - $15,000	Dividends $1 - $200
Hyannis Investments LLC ⇒ Fidelity Account HI ⇒ VanEck Bitcoin Trust (HODL)(HODL)	ETFs	Self	$15,001 - $50,000	None
Hyannis Investments LLC ⇒ Fidelity Account HI ⇒ Vanguard S&P 500 ETF (VOO)(VOO)	ETFs	Self	$1,001 - $15,000	Dividends $1 - $200
Raymond James accounts ⇒ AbbVie Inc. Common Stock (ABBV)(ABBV)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
Raymond James accounts ⇒ Advanced Micro Devices, Inc. (AMD)(AMD)	Stocks	Self	$15,001 - $50,000	None
Raymond James accounts ⇒ Alphabet Inc. - Class A Common Stock (GOOGL)(GOOGL)	Stocks	Self	$15,001 - $50,000	Dividends $1 - $200
Raymond James accounts ⇒ Amazon.com, Inc. - Common Stock (AMZN)(AMZN)	Stocks	Self	$15,001 - $50,000	None
Raymond James accounts ⇒ Apple Inc. - Common Stock (AAPL)(AAPL)	Stocks	Self	$15,001 - $50,000	Dividends $1 - $200
Raymond James accounts ⇒ Axon Enterprise, Inc. - Common Stock (AXON)(AXON)	Stocks	Self	$15,001 - $50,000	None
Raymond James accounts ⇒ BAKER HUGHES HOLDINGS LLC / BAKER HUGHES CO-OBLIGOR INC NTS ISIN US05724BAD10 2.061% DUE 12/15/2026	Other	Self	$15,001 - $50,000	Note payments $201 - $1,000
Raymond James accounts ⇒ BANK OF MONTREAL 5Y NASDAQ 100 INDEX ONE-TIME AUTOCALL ACCELERATED BARRNOTE ISIN US06376JPS4	Other	Self	$15,001 - $50,000	None
Raymond James accounts ⇒ BANK OF MONTREAL 5Y NASDAQ 100 INDEX ONE-TIME AUTOCALLABLE ACCEL BARR NTS ACTUAL/365 US06376FJQ37 DU	Other	Self	$15,001 - $50,000	None
Raymond James accounts ⇒ BANK OF MONTREAL 5Y U.S. EQUITY AUTOCALL ISIN US06376DX822 DUE 05/07/2030	Other	Self	N/A	Capital Gains $2,501 - $5,000
Raymond James accounts ⇒ BANK OF MONTREAL 5Y U.S. EQUITY AUTOCALL NOTE ISIN US06376DCV47 DUE 03/11/2030	Other	Self	N/A	Capital Gains $1,001 - $2,500
Raymond James accounts ⇒ BANK OF MONTREAL 5Y U.S. EQUITY AUTOCALLABLE STEP-UP NOTE NTS ISIN US06376L3W47 DUE 06/17/2031 CALLA	Other	Self	$15,001 - $50,000	None
Raymond James accounts ⇒ BANK OF MONTREAL 5Y U.S. EQUITY CONTING COUP AUTOCALL YLD NOTE ISIN US06376JX977	Other	Self	$1,001 - $15,000	Note payments $201 - $1,000
Raymond James accounts ⇒ BANK OF MONTREAL ISIN US06376FZY86 5Y NASDAQ 100 INDEX AUTOCALL ACCEL BARR NOTE DUE 11/26/2030	Other	Self	$15,001 - $50,000	None
Raymond James accounts ⇒ BARCLAYS BANK PLC 5Y U.S. EQUITY AUTOCALL NOTE ISIN US06746ASH76 DUE 02/22/2030	Other	Self	N/A	Capital Gains $1,001 - $2,500
Raymond James accounts ⇒ BARCLAYS BANK PLC 5Y U.S. EQUITY AUTOCALL STEP-UP ISIN US06746BPE55 DUE 05/21/2030	Other	Self	N/A	Capital Gains $201 - $1,000
Raymond James accounts ⇒ BARCLAYS BANK PLC 5Y U.S. EQUITY AUTOCALL STEP-UP NOTE ISIN US06746B5D92	Other	Self	N/A	Capital Gains $1,001 - $2,500
Raymond James accounts ⇒ BARCLAYS BANK PLC 5Y U.S. EQUITY AUTOCALLABLE STEP UP NOTE NTS ISIN US06749GNJ21 DUE 05/13/2031 FACT	Other	Self	$15,001 - $50,000	None
Raymond James accounts ⇒ BARCLAYS BANK PLC 5Y U.S. EQUITY AUTOCALLABLE STEP-UP NOTE NTS ISIN US06749F5W52 DUE 01/22/2031 CALL	Other	Self	$1,001 - $15,000	None
Raymond James accounts ⇒ BARCLAYS BANK PLC 5Y U.S. EQUITY AUTOCALLABLE STEP-UP NOTE NTS ISIN US06749FNG09 DUE 02/19/2031 CALL	Other	Self	$15,001 - $50,000	None
Raymond James accounts ⇒ BARCLAYS BANK PLC 5Y U.S. EQUITY AUTOCALLABLE STEP-UP NOTE NTS ISIN US06749G7L51 DUE 03/25/2031 CALL	Other	Self	$15,001 - $50,000	None
Raymond James accounts ⇒ BARCLAYS BANK PLC 5Y U.S. EQUITY AUTOCALLABLE STEP-UP NOTE NTS ISIN US06749G7M35 DUE 03/25/2031 CUSI	Other	Self	$15,001 - $50,000	None
Raymond James accounts ⇒ BARCLAYS BANK PLC 5Y U.S. EQUITY CONT COUP AUTOCALL ISIN US06745QNH82 8.5% DUE 05/08/2029	Other	Self	N/A	Capital Gains, Dividends
Raymond James accounts ⇒ BARCLAYS BANK PLC 6Y U.S. EQUITY AUTOCALL NOTE ISIN US06745YGB20 DUE 11/14/2030	Other	Self	N/A	Capital Gains
Raymond James accounts ⇒ BARCLAYS BANK PLC 6Y U.S. EQUITY CONT COUP CALLABLE NOTE ISIN US06746EBV65	Other	Self	$15,001 - $50,000	Note payments $2,501 - $5,000
Raymond James accounts ⇒ BNP PARIBAS 3Y U.S. EQUITY CONTIN COUP CALLABLE NOTE ISIN US05611LZY28 8.3% DUE 02/16/2027	Other	Self	N/A	Capital Gains, Note payments $1,001 - $2,500
Raymond James accounts ⇒ BNP PARIBAS 4Y U.S. EQUITY CONT- COUP CALLABLE YIELD NOTE ISIN 05619JAF7	Other	Self	$1,001 - $15,000	Note payments $201 - $1,000
Raymond James accounts ⇒ BNP PARIBAS 5Y EURO STOXX 50 INDEX ACCELERATED ABSOLUTE RETURN BARRIER NOTE NTS ISIN US05615HUM86 DU	Other	Self	$15,001 - $50,000	None
Raymond James accounts ⇒ BNP PARIBAS 5Y NASDAQ 100 INDEX ONE-TIME AUTOCALLABLE ACCELERATED BARRIER NOTE NTS ISIN US05618YDK10	Other	Self	$15,001 - $50,000	None
Raymond James accounts ⇒ BNP PARIBAS 5Y NASDAQ 100 INDX AUTOCALLACCEL BARR NOTE US05615JBM53 DUE 04/16/2030	Other	Self	N/A	Capital Gains $2,501 - $5,000
Raymond James accounts ⇒ BNP PARIBAS 5Y U.S. EQUITY AUTOCALL STEP-UP BONUS NOTE ISIN US05612CYU07 DUE 04/24/2029	Other	Self	N/A	Capital Gains
Raymond James accounts ⇒ BNP PARIBAS 5Y U.S. EQUITY AUTOCALL STEP-UP NOTE ISIN US05615JBN37 DUE 04/16/2030 CALL 04/16/2026	Other	Self	N/A	Capital Gains $1,001 - $2,500
Raymond James accounts ⇒ BNP PARIBAS 5Y U.S. EQUITY AUTOCALL STEP-UP NOTE NTS ISIN US05611LZP11 DUE 02/16/2029	Other	Self	N/A	Capital Gains
Raymond James accounts ⇒ BNP PARIBAS 5Y U.S. EQUITY AUTOCALLABLE STEP UP NOTE NTS ISIN US09664G3C47 DUE 04/14/2031 CALLABLE 0	Other	Self	$1,001 - $15,000	None
Raymond James accounts ⇒ BNP PARIBAS 5Y U.S. EQUITY AUTOCALLABLE STEP-UP NOTE NTS ISIN US09664HN481 DUE 06/03/2031 CALLABLE 0	Other	Self	$1,001 - $15,000	None
Raymond James accounts ⇒ BNP PARIBAS 6Y U.S. EQTY AUTOCALL NOTE ISIN US05612CKS07 DUE 03/20/2030	Other	Self	N/A	Capital Gains
Raymond James accounts ⇒ BNP PARIBAS 6Y U.S. EQUITY AUTOCALL US05612DZK98 DUE 07/16/2030	Other	Self	N/A	Capital Gains
Raymond James accounts ⇒ BNP PARIBAS 6Y U.S. EQUITY AUTOCALLABLE STEP-UP NOTE NTS ISIN US09664K3Y76 DUE 06/15/2032 CALLABLE 0	Other	Self	$15,001 - $50,000	None
Raymond James accounts ⇒ BOFA FINANCE LLC 5Y U.S. EQUITY AUTOCALL STEP UP NOTE ISIN US09711F7F82 CALLABLE 12/31/2025	Other	Self	N/A	Capital Gains
Raymond James accounts ⇒ BOFA FINANCE LLC 5Y U.S. EQUITY AUTOCALL STEP-UP NOTE ISIN US09711GQC23 DUE 01/25/2030	Other	Self	N/A	Capital Gains $1,001 - $2,500
Raymond James accounts ⇒ BOFA FINANCE LLC 5Y U.S. EQUITY AUTOCALL STEP-UP NOTE US09711BCX29	Other	Self	N/A	Capital Gains
Raymond James accounts ⇒ BOFA FINANCE LLC 5Y U.S. EQUITY AUTOCALLABLE STEP-UP BARRIER NOTE NTS ISIN US09711KV941 DUE 12/17/20	Other	Self	$1,001 - $15,000	None
Raymond James accounts ⇒ BOFA FINANCE LLC 5Y U.S. EQUITY AUTOCALLABLE STEP-UP NOTE NTS ISIN US09711J7E36 DUE 07/30/2030 FACTO	Other	Self	$15,001 - $50,000	None
Raymond James accounts ⇒ BOFA FINANCE LLC 5Y U.S. EQUITY AUTOCALLABLE STEP-UP NOTE NTS ISIN US09711JCU16 DUE 08/20/2030 FACTO	Other	Self	$1,001 - $15,000	None
Raymond James accounts ⇒ BOFA FINANCE LLC 5Y U.S. EQUITY AUTOCALLABLE STEP-UP NOTE NTS ISIN US09711JE394 DUE 09/24/2030 FACTO	Other	Self	$15,001 - $50,000	None
Raymond James accounts ⇒ BOFA FINANCE LLC 6Y U.S. EQUITY CONTINGENT ISIN US09711FZE05 8.9% DUE 12/02/2030 FACTOR: 1 CALLABLE	Other	Self	$1,001 - $15,000	Note payments $201 - $1,000
Raymond James accounts ⇒ Boston Scientific Corporation Common Stock (BSX)(BSX)	Stocks	Self	$1,001 - $15,000	None
Raymond James accounts ⇒ CAPITAL ONE FINANCIAL CORP NTS FULL CALL ISIN US14040HBJ32 4.2% DUE 10/29/2025	Other	Self	N/A	Capital Gains, Interest
Raymond James accounts ⇒ Caterpillar, Inc. Common Stock (CAT)(CAT)	Stocks	Self	$15,001 - $50,000	Dividends $1 - $200
Raymond James accounts ⇒ CDW Corporation - Common Stock (CDW)(CDW)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Raymond James accounts ⇒ Chevron Corporation Common Stock (CVX)(CVX)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
Raymond James accounts ⇒ CITIGROUP GLOBAL MARKETS HLDGS INC. 5Y U.S. EQUITY AUTOCALL ISIN US173070SR58 DUE 12/03/2029 CALLABL	Other	Self	N/A	Capital Gains
Raymond James accounts ⇒ CITIGROUP GLOBAL MARKETS HOLDINGS INC 5Y U.S. EQUITY ISIN US17332USA50 10.85% DUE 03/11/2031 FACTOR:	Other	Self	$15,001 - $50,000	Note payments $1,001 - $2,500
Raymond James accounts ⇒ CITIGROUP GLOBAL MARKETS HOLDINGS INC. 5Y U.S. EQUITY AUTOCALL ISIN US17332M3P77 DUE 09/20/2029	Other	Self	N/A	Capital Gains
Raymond James accounts ⇒ CITIGROUP GLOBAL MARKETS HOLDINGS INC. 5Y U.S. EQUITY AUTOCALL NOTE ISIN US17331U3Q89	Other	Self	N/A	Capital Gains
Raymond James accounts ⇒ CITIGROUP GLOBAL MARKETS HOLDINGS INC. 5Y U.S. EQUITY AUTOCALL NOTE ISIN US17332MLT98	Other	Self	N/A	Capital Gains
Raymond James accounts ⇒ CITIGROUP GLOBAL MARKETS HOLDINGS INC. 5Y U.S. EQUITY AUTOCALLABLE STEP UP NOTE NTS ISIN US17331BJU4	Other	Self	$15,001 - $50,000	None
Raymond James accounts ⇒ CITIGROUP GLOBAL MARKETS HOLDINGS INC. 5Y U.S. EQUITY AUTOCALLABLE STEP-UP NOTE NTS ISIN US17332VQD9	Other	Self	$15,001 - $50,000	None
Raymond James accounts ⇒ CITIGROUP GLOBAL MARKETS HOLDINGS INC. 5Y U.S. EQUITY AUTOCALLABLE STEP-UP NOTE NTS ISIN US17332YVB1	Other	Self	$1,001 - $15,000	None
Raymond James accounts ⇒ CITIGROUP GLOBAL MARKETS HOLDINGS INC. 5Y U.S. EQUITY AUTOCALLABLE STEP-UP NOTE NTS ISIN US17333LKA2	Other	Self	$15,001 - $50,000	None
Raymond James accounts ⇒ CITIGROUP GLOBAL MARKETS HOLDINGS INC. 5Y U.S. EQUITY AUTOCALLABLE STEP-UP NOTE NTS ISIN US17333LUG8	Other	Self	$1,001 - $15,000	None
Raymond James accounts ⇒ CITIGROUP GLOBAL MARKETS HOLDINGS INC. 5Y U.S. EQUITY AUTOCALLABLE STEP-UP NOTE NTS ISIN US17333MJX2	Other	Self	$15,001 - $50,000	None
Raymond James accounts ⇒ CITIGROUP GLOBAL MARKETS HOLDINGS INC. 5Y U.S. EQUITY AUTOCALLABLE STEP-UP NOTE NTS ISIN US17333MN82	Other	Self	$15,001 - $50,000	None
Raymond James accounts ⇒ CITIGROUP GLOBAL MARKETS HOLDINGS INC. 5Y U.S. EQUITY AUTOCALLABLE STEP-UP NOTE NTS ISIN US17333MTT0	Other	Self	$15,001 - $50,000	None
Raymond James accounts ⇒ CITIGROUP GLOBAL MARKETS HOLDINGS INC. 5Y U.S. EQUITY CONT COUPON ISIN US17329FDP62 5.45% DUE 05/27/	Other	Self	N/A	Interest $201 - $1,000
Raymond James accounts ⇒ CITIGROUP INC. NTS ISIN US172967KG57 3.7% DUE 01/12/2026	Other	Self	N/A	Interest $1 - $200
Raymond James accounts ⇒ Coca-Cola Company (KO)(KO)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Raymond James accounts ⇒ ConocoPhillips Common Stock (COP)(COP)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
Raymond James accounts ⇒ Corebridge Financial Inc. 6.375% Junior Subordinated Notes due 2064 (CRBD)(CRBD)	Other	Self	$1,001 - $15,000	Note payments $201 - $1,000
Raymond James accounts ⇒ Costco Wholesale Corporation - Common Stock (COST)(COST)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Raymond James accounts ⇒ CrowdStrike Holdings, Inc. - Class A Common Stock (CRWD)(CRWD)	Stocks	Self	$15,001 - $50,000	None
Raymond James accounts ⇒ Deere & Company Common Stock (DE)(DE)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Raymond James accounts ⇒ DEERE & COMPANY NTS ISIN US244199BJ37 3.1% DUE 04/15/2030 CALLABLE 01/15/2030 @ 100 CUSIP: 244199BJ3	Other	Self	$1,001 - $15,000	Note payments $201 - $1,000
Raymond James accounts ⇒ Devon Energy Corporation Common Stock (DVN)(DVN)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Raymond James accounts ⇒ Diamondback Energy, Inc. - Common Stock (FANG)(FANG)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Raymond James accounts ⇒ Dominion Energy, Inc. Common Stock (D)(D)	Stocks	Self	$15,001 - $50,000	Dividends $201 - $1,000
Raymond James accounts ⇒ Eaton Corporation, PLC Ordinary Shares (ETN)(ETN)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
Raymond James accounts ⇒ ELI LILLY & CO. NTS ISIN US532457DE50 4.9% DUE 10/15/2035 CALLABLE 07/15/2035 @ 100 CUSIP: 532457DE5	Other	Self	$1,001 - $15,000	Note payments $201 - $1,000
Raymond James accounts ⇒ Eli Lilly and Company Common Stock (LLY)(LLY)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Raymond James accounts ⇒ Emerson Electric Company Common Stock (EMR)(EMR)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Raymond James accounts ⇒ Expand Energy Corporation - Common Stock (EXE)(EXE)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Raymond James accounts ⇒ FLORIDA POWER & LIGHT CO. 1ST MTG ISIN US341081GP62 4.625% DUE 05/15/2030 CALLABLE 03/15/2030 @ 100	Other	Self	$1,001 - $15,000	Note payments $201 - $1,000
Raymond James accounts ⇒ Goldman Sachs Group, Inc. (GS)(GS)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Raymond James accounts ⇒ GS FINANCE CORP. 4Y NASDAQ 100 INDEX AUTOCALL ACC BARRIER NOTE ISIN US40058EKU90 DUE 08/28/2028	Other	Self	N/A	Capital Gains
Raymond James accounts ⇒ GS FINANCE CORP. 5Y EURO STOXX 50 INDEX ACC BARRIER NOTE ISIN US40057C2K60 DUE 05/22/2025	Other	Self	N/A	Capital Gains
Raymond James accounts ⇒ GS FINANCE CORP. 5Y EURO STOXX 50 INDEX ATM DIGITAL PLUS BARRIER NOTE NTS ISIN US40058EKH89 DUE 08/2	Other	Self	$15,001 - $50,000	None
Raymond James accounts ⇒ GS FINANCE CORP. 5Y INTERNATIONAL EQUITY ACCELERATED BARRIER NOTE NTS ISIN US40058YD335 DUE 03/25/20	Other	Self	$1,001 - $15,000	None
Raymond James accounts ⇒ GS FINANCE CORP. 5Y NASDAQ 100 INDEX AUTOCALL ACC BUFFER NOTE ISIN US40057YA291 DUE 02/07/2029	Other	Self	N/A	Capital Gains
Raymond James accounts ⇒ GS FINANCE CORP. 5Y NASDAQ 100 INDEX AUTOCALLABLE ACCEL BARRIER NOTE ISIN US40058XV76	Other	Self	$1,001 - $15,000	None
Raymond James accounts ⇒ GS FINANCE CORP. 5Y U.S. EQUITY CONT COUPON AUTOCALL NOTE ISIN US40058JME28 10.35%	Other	Self	N/A	Interest $201 - $1,000
Raymond James accounts ⇒ GS FINANCE CORP. 5Y U.S. EQUITY CONT COUPON CALLABLE NOTE ISIN US40058WAP14 DUE 12/17/2030	Other	Self	N/A	Interest $201 - $1,000
Raymond James accounts ⇒ GS FINANCE CORP. 5Y U.S. EQUITY ONE-TIME AUTOCALLABLE ACCELERATED BARRIER NOTE NTS ISIN US40058Y4L36	Other	Self	$1,001 - $15,000	None
Raymond James accounts ⇒ HOME DEPOT INC NTS ISIN US437076CW03 4.9% DUE 04/15/2029 CALLABLE 03/15/2029 @ 100 CUSIP: 437076CW0	Other	Self	$1,001 - $15,000	Note payments $201 - $1,000
Raymond James accounts ⇒ Home Depot, Inc. (HD)(HD)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
Raymond James accounts ⇒ Howard Hughes Holdings Inc. Common Stock (HHH)(HHH)	Stocks	Self	$1,001 - $15,000	None
Raymond James accounts ⇒ HSBC USA INC 5Y U.S. EQUITY CONT COUPON ISIN US40447DL899 10% DUE 02/03/2031 FACTOR: 1 CALLABLE 08/0	Other	Self	$1,001 - $15,000	Note payments $201 - $1,000
Raymond James accounts ⇒ HSBC USA INC. 5Y U.S. EQUITY AUTOCALLABLE STEP-UP NOTE NTS ISIN US40447AD439 DUE 03/06/2029	Other	Self	N/A	Capital Gains
Raymond James accounts ⇒ HSBC USA INC. 5Y U.S. EQUITY AUTOCALLABLE STEP-UP NOTE NTS ISIN US40447AXV15	Other	Self	N/A	Capital Gains
Raymond James accounts ⇒ HSBC USA INC. 5Y U.S. EQUITY AUTOCALLABLE STEP-UP NOTE NTS ISIN US40447AYC25 DUE 02/07/2029	Other	Self	N/A	Capital Gains
Raymond James accounts ⇒ HSBC USA INC. 5Y U.S. EQUITY AUTOCALLABLE STEP-UP NOTE NTS ISIN US40447BHG05 DUE 10/02/2029	Other	Self	N/A	Capital Gains
Raymond James accounts ⇒ HSBC USA INC. 5Y U.S. EQUITY AUTOCALLABLE STEP-UP NOTE NTS ISIN US40447BM826 DUE 10/23/2029	Other	Self	N/A	Capital Gains
Raymond James accounts ⇒ International Business Machines Corporation Common Stock (IBM)(IBM)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Raymond James accounts ⇒ INTUIT INC NTS ISIN US46124HAF38 5.125% DUE 09/15/2028 CALLABLE 08/15/2028 @ 100 CUSIP: 46124HAF3	Other	Self	$1,001 - $15,000	Note payments $201 - $1,000
Raymond James accounts ⇒ JEFFERIES FINANCIAL GROUP INC 5Y U.S. EQUITY CONT COUP AUTOCALL NOTE ISIN US47233WDN65	Other	Self	N/A	Interest
Raymond James accounts ⇒ JEFFERIES FINANCIAL GROUP INC ISIN US47233YJF34 5Y U.S. EQUITY CONTINGENT COUPON AUTOCALLABLE YIELD	Other	Self	N/A	Interest $201 - $1,000
Raymond James accounts ⇒ JEFFERIES FINANCIAL GROUP INC. 6Y U.S. EQUITY CISIN US47233YNU54 9.5% DUE 10/02/2031	Other	Self	$15,001 - $50,000	Dividends $1,001 - $2,500
Raymond James accounts ⇒ JEFFERIES FINANCIAL GROUP INC. 6Y U.S. EQUITY ISIN US47233YAN58 CONTINGENT COUPON AUTOCALLYIELD NOTE	Other	Self	N/A	Interest
Raymond James accounts ⇒ JEFFERIES FINANCIAL GROUP INC. ISIN US47233YBP97 6Y U.S. EQUITY CONT COUPON AUTOCALLABLE YIELD NOTE	Other	Self	N/A	Interest
Raymond James accounts ⇒ JEFFERIES FINANCIAL GROUP INC. ISIN US47233YCZ60 5Y U.S. EQUITY CONT COUPON AUTOCALL NOTE	Other	Self	N/A	Interest
Raymond James accounts ⇒ JEFFERIES FINANCIAL GROUP INC. ISIN US47233YEU55 6Y U.S. EQUITY CONT COUPON AUTOCALLABLE YIELD NOTE	Other	Self	N/A	Interest $201 - $1,000
Raymond James accounts ⇒ JEFFERIES FINANCIAL GROUP ISIN US47233YNB73 5Y U.S. EQUITY CONTINGENT COUPON AUTOCALL YIELD NOTE	Other	Self	N/A	Interest $201 - $1,000
Raymond James accounts ⇒ JEFFERIES GROUP LLC ISIN US47233WFG96 5Y U.S. EQUITY CONT COUPON CALLABLE YIELD NOTE	Other	Self	N/A	Capital Gains
Raymond James accounts ⇒ JOHN DEERE CAPITAL CORPORATION MTN ISIN US24422EWA36 1.7% DUE 01/11/2027 CUSIP: 24422EWA3	Other	Self	$15,001 - $50,000	Note payments $201 - $1,000
Raymond James accounts ⇒ JOHN DEERE CAPITAL CORPORATION MTN ISIN US24422EWP05 4.8% DUE 01/09/2026	Other	Self	N/A	Capital Gains, Interest $201 - $1,000
Raymond James accounts ⇒ Johnson & Johnson Common Stock (JNJ)(JNJ)	Stocks	Self	$15,001 - $50,000	Dividends $201 - $1,000
Raymond James accounts ⇒ JP Morgan Chase & Co. Common Stock (JPM)(JPM)	Stocks	Self	$15,001 - $50,000	Dividends $201 - $1,000
Raymond James accounts ⇒ JP MORGAN CHASE FIN CO LLC 5Y S&P 500 FUT INDEX ABS RETURN BARRIER NOTE ISIN US48135VAS79 DUE 11/28/	Other	Self	$1,001 - $15,000	None
Raymond James accounts ⇒ JP MORGAN CHASE FINANCIAL COMPANY LLC 4Y NASDAQ 100 INDEX BUFFERED RETURN NOTE NTS ISIN US48135NLC82	Other	Self	$1,001 - $15,000	None
Raymond James accounts ⇒ JP MORGAN CHASE FINANCIAL COMPANY LLC 5Y U.S. EQUITY AUTOCALLABLE STEP-UP NOTE NTS ISIN US46660RHY36	Other	Self	$1,001 - $15,000	None
Raymond James accounts ⇒ JP MORGAN CHASE FINANCIAL COMPANY LLC 5Y U.S. EQUITY AUTOCALLABLE STEP-UP NOTE NTS ISIN US48136E6J93	Other	Self	$1,001 - $15,000	None
Raymond James accounts ⇒ JP MORGAN CHASE FINANCIAL COMPANY LLC 6Y U.S. EQUITY ITM DIGITAL BARRIER NOTE NTS ISIN US48135WAN65	Other	Self	$1,001 - $15,000	None
Raymond James accounts ⇒ JP MORGAN CHASE FINL CO LLC 3Y ISHARES 20+ YRTREASBOND ETF AUTOCALL STEP-UP ISIN US48135M6K95 DUE 06	Other	Self	$15,001 - $50,000	None
Raymond James accounts ⇒ JPMORGAN CHASE FINANCIAL COMPANY LLC 5Y U.S. EQUITY AUTOCALLABLE STEP-UP NOTE NTS ISIN US46660MB463	Other	Self	$15,001 - $50,000	None
Raymond James accounts ⇒ JPMORGAN CHASE FINANCIAL COMPANY LLC 6Y U.S. EQUITY AUTOCALLABLE STEP-UP NOTE NTS ISIN US46660RHQ02	Other	Self	$1,001 - $15,000	None
Raymond James accounts ⇒ Marathon Petroleum Corporation Common Stock (MPC)(MPC)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Raymond James accounts ⇒ McDonald's Corporation Common Stock (MCD)(MCD)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Raymond James accounts ⇒ Merck & Company, Inc. Common Stock (MRK)(MRK)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
Raymond James accounts ⇒ Meta Platforms, Inc. - Class A Common Stock (META)(META)	Stocks	Self	$15,001 - $50,000	Dividends $1 - $200
Raymond James accounts ⇒ Micron Technology, Inc. - Common Stock (MU)(MU)	Stocks	Self	$50,001 - $100,000	Dividends $1 - $200
Raymond James accounts ⇒ Microsoft Corporation - Common Stock (MSFT)(MSFT)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Raymond James accounts ⇒ MICROSOFT CORPORATION NTS ISIN US594918BS26 3.45% DUE 08/08/2036 CALLABLE 02/08/2036 @ 100	Other	Self	$1,001 - $15,000	Note payments $201 - $1,000
Raymond James accounts ⇒ Mirum Pharmaceuticals, Inc. - common stock (MIRM)(MIRM)	Stocks	Self	$15,001 - $50,000	None
Raymond James accounts ⇒ Mondelez International, Inc. - Class A Common Stock (MDLZ)(MDLZ)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Raymond James accounts ⇒ Morgan Stanley Common Stock (MS)(MS)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
Raymond James accounts ⇒ MORGAN STANLEY FIN LLC 4Y U.S. EQUITY CONT COUPON PROT NTS VAR RATE US61776RG242 7.05% DUE 09/28/202	Other	Self	$1,001 - $15,000	Note payments $201 - $1,000
Raymond James accounts ⇒ MORGAN STANLEY FINANCE LLC 3Y NDX ONE-TIME AUTOCALLABLE ACCELERATED BARRIER NOTE ISIN US61779DJC7	Other	Self	$15,001 - $50,000	None
Raymond James accounts ⇒ MORGAN STANLEY FINANCE LLC 5Y EURO STOXX 50 INDEX ITM DIGITAL BARRIER NOTE NTS ISIN US61777R5X75 DUE	Other	Self	$1,001 - $15,000	None
Raymond James accounts ⇒ MORGAN STANLEY FINANCE LLC 5Y NASDAQ 100 INDEX 1-TIME AUTOCALL ACC BARRIER NOTE ISIN US61779PZU29 DU	Other	Self	$1,001 - $15,000	None
Raymond James accounts ⇒ MORGAN STANLEY FINANCE LLC 5Y NASDAQ 100 INDEX ONE-TIME AUTOCALL ACCD BARR NOTE ISIN US61781E3Y01 DU	Other	Self	$15,001 - $50,000	None
Raymond James accounts ⇒ MORGAN STANLEY FINANCE LLC 5Y U.S. EQUITY AUTOCALLABLE STEP-UP NOTE ISIN US61776M7B56	Other	Self	N/A	Capital Gains
Raymond James accounts ⇒ MORGAN STANLEY FINANCE LLC 5Y U.S. EQUITY AUTOCALLABLE STEP-UP NOTE NTS ISIN US61780A5Y74 DUE 01/31/	Other	Self	$1,001 - $15,000	None
Raymond James accounts ⇒ MORGAN STANLEY FINANCE LLC 6Y U.S. EQUITY ITM DIGITAL BARRIER NOTE NTS ISIN US61778CCH60 DUE 02/20/2	Other	Self	$15,001 - $50,000	None
Raymond James accounts ⇒ MORGAN STANLEY FINANCE LLC ISIN US61776RCK86 6Y U.S. EQUITY ANNUALLY ADJUST AUTOCALLSTEP-UP NOTE	Other	Self	N/A	Capital Gains
Raymond James accounts ⇒ NATIONAL BANK OF CANADA 5Y RUSSELL 2000 INDEX 1-TIME AUTOCALL ACCELD BARR NTS CUSIP 63305M5G2	Other	Self	$1,001 - $15,000	None
Raymond James accounts ⇒ NATIONAL BANK OF CANADA 5Y U.S. EQUITY AUTOCALLABLE STEP-UP NOTE ISIN US63305LP317	Other	Self	N/A	Capital Gains
Raymond James accounts ⇒ NATIONAL BANK OF CANADA 5Y U.S. EQUITY AUTOCALLABLE STEP-UP NOTE NTS ISIN US63305MRD55 DUE 08/26/203	Other	Self	$15,001 - $50,000	None
Raymond James accounts ⇒ NATIONAL BANK OF CANADA 6Y EURO STOXX 50 INDEX ATM DIGITAL BARRIER NOTE NTS ISIN US63305MWL17 DUE 10	Other	Self	$15,001 - $50,000	None
Raymond James accounts ⇒ NATIONAL BANK OF CANADA 6Y U.S. EQUITY AUTOCALLABLE STEP-UP NOTE NTS ISIN US63305MNQ05 DUE 07/28/203	Other	Self	$1,001 - $15,000	None
Raymond James accounts ⇒ NATIONAL BANK OF CANADA 6Y U.S. EQUITY CONT NOTE ISIN US63305LY806 9% DUE 11/14/2030	Other	Self	$15,001 - $50,000	Note payments $1,001 - $2,500
Raymond James accounts ⇒ NATIONAL BANK OF CANADA ISIN US63305MKA89 5Y U.S. EQUITY AUTOCALLABLE STEP-UP NOTE	Other	Self	N/A	Capital Gains $1,001 - $2,500
Raymond James accounts ⇒ National Grid Transco, PLC National Grid PLC (NGG)(NGG)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
Raymond James accounts ⇒ NEXTERA ENERGY CAPITAL HOLDING INCORPORATED CAL 85 NON-CUMULATIVE 6.5% DUE 06/01/2085 CUSIP: NEE.PRU	Other	Self	$1,001 - $15,000	Note payments $201 - $1,000
Raymond James accounts ⇒ NextEra Energy, Inc. Common Stock (NEE)(NEE)	Stocks	Self	$15,001 - $50,000	Dividends $201 - $1,000
Raymond James accounts ⇒ NVIDIA Corporation - Common Stock (NVDA)(NVDA)	Stocks	Self	$50,001 - $100,000	Dividends $1 - $200
Raymond James accounts ⇒ Oracle Corporation Common Stock (ORCL)(ORCL)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Raymond James accounts ⇒ Palantir Technologies Inc. - Class A Common Stock (PLTR)(PLTR)	Stocks	Self	$15,001 - $50,000	None
Raymond James accounts ⇒ PAYPAL HOLDINGS INCORPORATION NTS ISIN US70450YAH62 2.3% DUE 06/01/2030 CALLABLE 03/01/2030 @ 100 CU	Other	Self	$1,001 - $15,000	Note payments $201 - $1,000
Raymond James accounts ⇒ Pepsico, Inc. (PEP)(PEP)	Stocks	Self	$15,001 - $50,000	Dividends $201 - $1,000
Raymond James accounts ⇒ PFIZER INC. NTS ISIN US717081EZ22 2.55% DUE 05/28/2040 CALLABLE 11/28/2039 @ 100 CUSIP: 717081EZ2	Other	Self	$1,001 - $15,000	Note payments $201 - $1,000
Raymond James accounts ⇒ Pfizer, Inc. Common Stock (PFE)(PFE)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
Raymond James accounts ⇒ Procter & Gamble Company (PG)(PG)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Raymond James accounts ⇒ Prologis, Inc. Common Stock (PLD)(PLD)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Raymond James accounts ⇒ QUALCOMM Incorporated - Common Stock (QCOM)(QCOM)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Raymond James accounts ⇒ Raymond James Bank Deposits	Bank & Cash	Self	$15,001 - $50,000	Interest $1 - $200
Raymond James accounts ⇒ SALESFORCE INC NTS ISIN US79466LAR50 4.65% DUE 03/15/2029 CALLABLE 02/15/2029 @ 100 CUSIP: 79466LAR5	Other	Self	$1,001 - $15,000	Note payments $201 - $1,000
Raymond James accounts ⇒ SALESFORCE INC. NTS ISIN US79466LAS34 4.9% DUE 09/15/2031 CALLABLE 08/15/2031 @ 100 CUSIP: 79466LAS3	Other	Self	$1,001 - $15,000	Note payments $201 - $1,000
Raymond James accounts ⇒ Salesforce, Inc. Common Stock (CRM)(CRM)	Stocks	Self	$15,001 - $50,000	Dividends $1 - $200
Raymond James accounts ⇒ ServiceNow, Inc. Common Stock (NOW)(NOW)	Stocks	Self	$1,001 - $15,000	None
Raymond James accounts ⇒ Sherwin-Williams Company (SHW)(SHW)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Raymond James accounts ⇒ Simon Property Group, Inc. Common Stock (SPG)(SPG)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
Raymond James accounts ⇒ Southern Company (SOJF)(SOJF)	Stocks	Self	$1,001 - $15,000	Note payments $201 - $1,000
Raymond James accounts ⇒ Space Exploration Technologies Corp. - Class A Common Stock (SPCX)(SPCX)	Stocks	Self	$1,001 - $15,000	None
Raymond James accounts ⇒ SPDR Gold Shares (GLD)(GLD)	ETFs	Self	$50,001 - $100,000	None
Raymond James accounts ⇒ Starbucks Corporation - Common Stock (SBUX)(SBUX)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
Raymond James accounts ⇒ T-Mobile US, Inc. (TMUS)(TMUS)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Raymond James accounts ⇒ Tapestry, Inc. Common Stock (TPR)(TPR)	Stocks	Self	$15,001 - $50,000	Dividends $1 - $200
Raymond James accounts ⇒ Tenet Healthcare Corporation Common Stock (THC)(THC)	Stocks	Self	$1,001 - $15,000	None
Raymond James accounts ⇒ Tesla, Inc. - Common Stock (TSLA)(TSLA)	Stocks	Self	$15,001 - $50,000	None
Raymond James accounts ⇒ THE ALLSTATE CORPORATION 7.375% DEP PFD J NON-CUM SRS J CALLABLE 07/15/28 CUSIP: ALL.PRJ	Other	Self	$1,001 - $15,000	Note payments $201 - $1,000
Raymond James accounts ⇒ The Cigna Group Common Stock (CI)(CI)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Raymond James accounts ⇒ TKO Group Holdings, Inc. Class A Common Stock (TKO)(TKO)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Raymond James accounts ⇒ U.S. TREASURY SECURITY STRIPPED INTEREST SECURITY OID 08/15/2045 DUE 08/15/2045 CUSIP: 912834PM4	Other	Self	$1,001 - $15,000	None
Raymond James accounts ⇒ U.S. TREASURY SECURITY STRIPPED INTEREST SECURITY OID 11/15/2030 DUE 11/15/2030 CUSIP: 9128337N4	Other	Self	$1,001 - $15,000	None
Raymond James accounts ⇒ U.S. TREASURY SECURITY STRIPPED INTEREST SECURITY OID 11/15/2033 DUE 11/15/2033 CUSIP: 9128337U8	Other	Self	$15,001 - $50,000	None
Raymond James accounts ⇒ U.S. TREASURY SECURITY STRIPPED INTEREST SECURITY OID 11/15/2034 DUE 11/15/2034 CUSIP: 9128337W4	Other	Self	$1,001 - $15,000	None
Raymond James accounts ⇒ U.S. TREASURY SECURITY STRIPPED INTEREST SECURITY OID 11/15/2035 DUE 11/15/2035 CUSIP: 912833X96	Other	Self	$1,001 - $15,000	None
Raymond James accounts ⇒ U.S. TREASURY SECURITY STRIPPED INTEREST SECURITY OID 11/15/2045 DUE 11/15/2045 CUSIP: 912834PT9	Other	Self	$1,001 - $15,000	None
Raymond James accounts ⇒ U.S. TREASURY SECURITY STRIPPED INTEREST SECURITY OID 11/15/2049 DUE 11/15/2049 CUSIP: 912834VE5	Other	Self	$1,001 - $15,000	None
Raymond James accounts ⇒ Uber Technologies, Inc. Common Stock (UBER)(UBER)	Stocks	Self	$1,001 - $15,000	None
Raymond James accounts ⇒ UBS AG 4Y U.S. EQUITY AUTOCALLABLE STEP-UP NOTE ISIN US90279DC209	Other	Self	N/A	Capital Gains
Raymond James accounts ⇒ UBS AG 5Y U.S. EQUITY AUTOCALLABLE STEP-UP NOTE ISIN US90307DUJ98	Other	Self	N/A	Capital Gains
Raymond James accounts ⇒ UBS AG 5Y U.S. EQUITY AUTOCALLABLE STEP-UP NOTE NTS ISIN US90310BRE38 DUE 01/03/2031 FACTOR: 1 CALLA	Other	Self	$1,001 - $15,000	None
Raymond James accounts ⇒ UBS AG 5Y U.S. EQUITY AUTOCALLABLE STEP-UP NOTE NTS ISIN US90310ERE76 DUE 06/03/2031 CALLABLE 06/09/	Other	Self	$1,001 - $15,000	None
Raymond James accounts ⇒ UBS AG 5Y U.S. EQUITY CONT COUPON CALLABLE YIELD NOTE NTS VAR RATE PAYS QTRLY ISIN US90310EEW1	Other	Self	$15,001 - $50,000	Note payments $1,001 - $2,500
Raymond James accounts ⇒ UNITED HEALTH GROUP INCORPORATED NTS ISIN US91324PCY60 3.375% DUE 04/15/2027 CUSIP: 91324PCY6	Other	Self	$15,001 - $50,000	Note payments $1,001 - $2,500
Raymond James accounts ⇒ United Parcel Service, Inc. Common Stock (UPS)(UPS)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
Raymond James accounts ⇒ UNITED PARCEL SERVICE, INC. NTS ISIN US911312BY18 4.45% DUE 04/01/2030 CALLABLE 01/01/2030 @ 100 CUS	Other	Self	$15,001 - $50,000	Note payments $1,001 - $2,500
Raymond James accounts ⇒ UNITEDHEALTH GROUP INC. NTS ISIN US91324PFQ00 5.3% DUE 06/15/2035 CALLABLE 03/15/2035 @ 100 CUSIP: 9	Other	Self	$15,001 - $50,000	Note payments $1,001 - $2,500
Raymond James accounts ⇒ UnitedHealth Group Incorporated Common Stock (UNH)(UNH)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Raymond James accounts ⇒ US TREASURY NOTES 3.5% 02/15/2033 3.5% DUE 02/15/2033 CUSIP: 91282CGM7	Other	Self	$1,001 - $15,000	Note payments $201 - $1,000
Raymond James accounts ⇒ US TREASURY SECURITY STRIPPED INTEREST PAYMENT OID 02/15/2027 DUE 02/15/2027 CUSIP: 912833PC8	Other	Self	$1,001 - $15,000	None
Raymond James accounts ⇒ Valero Energy Corporation Common Stock (VLO)(VLO)	Stocks	Self	$15,001 - $50,000	Dividends $1 - $200
Raymond James accounts ⇒ Ventas, Inc. Common Stock (VTR)(VTR)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Raymond James accounts ⇒ Verizon Communications Inc. Common Stock (VZ)(VZ)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
Raymond James accounts ⇒ VICI Properties Inc. Common Stock (VICI)(VICI)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Raymond James accounts ⇒ Viking Therapeutics, Inc. - Common Stock (VKTX)(VKTX)	Stocks	Self	$1,001 - $15,000	None
Raymond James accounts ⇒ Visa Inc. (V)(V)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Raymond James accounts ⇒ Walmart Inc. - Common Stock (WMT)(WMT)	Stocks	Self	$15,001 - $50,000	Dividends $201 - $1,000
Raymond James accounts ⇒ Walt Disney Company (DIS)(DIS)	Stocks	Self	$15,001 - $50,000	Dividends $201 - $1,000
Raymond James accounts ⇒ WELLS FARGO & COMPANY MTN ISIN US94974BFY11 4.1% DUE 06/03/2026	Other	Self	N/A	Interest $201 - $1,000
Raymond James accounts ⇒ Welltower Inc. Common Stock (WELL)(WELL)	Stocks	Self	$15,001 - $50,000	Dividends $1 - $200
Raymond James accounts ⇒ WESCO International, Inc. Common Stock (WCC)(WCC)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Scott M. Singer I Trust ⇒ Partial interest in unimproved real property, Staten Island, NY Staten Island, NY, US	Real Estate	Self	$50,001 - $100,000	None
Scott M. Singer I Trust ⇒ Partial ownership interest in Hyannis Corporation Aventura, FL, US	LLC / Partnership	Self	$500,001 - $1,000,000	Capital Gains, Dividends, Interest, Rent $100,001 - $1,000,000
Scott M. Singer I Trust ⇒ Partial ownership interest in Hyannis Investments LLC Aventura, FL, US	LLC / Partnership	Self	$1,000,001 - $5,000,000	Capital Gains, Dividends, Interest, Rent $100,001 - $1,000,000
Scott M. Singer I Trust ⇒ Wells Fargo savings	Bank & Cash	Self	$1,001 - $15,000	Interest $1 - $200
Scott M. Singer Revocable Living Trust ⇒ Partial ownership interest in Hyannis Corporation Aventura, FL, US	LLC / Partnership	Self	$500,001 - $1,000,000	Capital Gains, Dividends, Interest, Rent $100,001 - $1,000,000
Scott M. Singer Revocable Living Trust ⇒ Partial ownership interest in Hyannis Investments LLC Aventura, FL, US	LLC / Partnership	Self	$1,000,001 - $5,000,000	Capital Gains, Dividends, Interest, Rent $100,001 - $1,000,000
Scott M. Singer Revocable Living Trust ⇒ Roko Design Group, Inc.	Other	Self	$15,001 - $50,000	Ad revenue $2,501 - $5,000
Scott M. Singer Revocable Living Trust ⇒ Wells Fargo savings	Bank & Cash	Self	$1,001 - $15,000	Interest $1 - $200
Spouse 401K B ⇒ BlackRock LifePath Index 2040 Portfolio	Other	Spouse	$100,001 - $250,000	Tax-Deferred
Spouse 401K D ⇒ Vanguard Institutional 500 Index Trust	Other	Spouse	$15,001 - $50,000	Tax-Deferred
Spouse 401K D ⇒ Vanguard Institutional Total Bond Market Index Trust	Other	Spouse	$1,001 - $15,000	Tax-Deferred
Spouse 401K D ⇒ Vanguard Institutional Total International Stock Market Index Trust	Other	Spouse	$1,001 - $15,000	Tax-Deferred
Spouse 401K D ⇒ Vanguard Target Retirement 2045 Trust	Other	Spouse	$15,001 - $50,000	Tax-Deferred
Spouse 401K G ⇒ BlackRock 20+ Treasury Bond Fund; Class F Shares	Other	Spouse	$1,001 - $15,000	Tax-Deferred
Spouse 401K G ⇒ BlackRock Russell 1000 Growth Index Fund; Class F Shares	Other	Spouse	$1,001 - $15,000	Tax-Deferred
Spouse 401K G ⇒ BlackRock Russell 1000 Value Index Fund; Class F Shares	Other	Spouse	$1,001 - $15,000	Tax-Deferred
Spouse 401K G ⇒ BlackRock Trust Company: BlackRock LifePath Index 2045 Non-Lendable; Class F Shares	Other	Spouse	$1,001 - $15,000	Tax-Deferred
Spouse 401K G ⇒ Capital Research and Management American High-Income Trust; Class R6 Shares	Other	Spouse	$1,001 - $15,000	Tax-Deferred
Spouse 401K G ⇒ CenterSquare Investment Management LLC Real Estate Equity	Other	Spouse	$1,001 - $15,000	Tax-Deferred
Spouse 401K G ⇒ Diamond Hill Capital Management Concentrated Value Equity Fund	Other	Spouse	$1,001 - $15,000	Tax-Deferred
Spouse 401K G ⇒ FIAM Core Plus Commingled Pool; Class H	Other	Spouse	$1,001 - $15,000	Tax-Deferred
Spouse 401K G ⇒ Goldman Sachs Asset Management LP Laddered Fixed Income	Other	Spouse	$1,001 - $15,000	Tax-Deferred
Spouse 401K G ⇒ JPMorgan Large Cap Growth Equity Fund	Other	Spouse	$1,001 - $15,000	Tax-Deferred
Spouse 401K G ⇒ State Street Russell Small Cap Index Non-Lending Series Fund; Class K Shares	Other	Spouse	$1,001 - $15,000	Tax-Deferred
Spouse 401K G ⇒ State Street S&P 500 Index Non-Lending Series Fund; Class M Shares	Other	Spouse	$1,001 - $15,000	Tax-Deferred
Spouse 401K G ⇒ State Street S&P Mid Cap Index Non-Lending Series Fund; Class M Shares	Other	Spouse	$1,001 - $15,000	Tax-Deferred
Spouse 401K G ⇒ Sycamore Capital Mid Cap Value Equity Option	Other	Spouse	$1,001 - $15,000	Tax-Deferred
Spouse 401K G ⇒ Vanguard Bond Index Funds: Vanguard Inflation-Protected Securities Fund; Institutional Shares	Other	Spouse	$1,001 - $15,000	Tax-Deferred
Spouse 401K G ⇒ Vanguard Money Market Reserves: Vanguard Cash Reserves Federal Money Market Fund; Admiral Shs	Other	Spouse	$1,001 - $15,000	Tax-Deferred
Spouse 401K G ⇒ Westfield Mid Cap Growth Equity	Other	Spouse	$1,001 - $15,000	Tax-Deferred
Spouse 401K J ⇒ Blackrock Institutional International Large Cap Index Fund	Other	Spouse	$1,001 - $15,000	Tax-Deferred
Spouse 401K J ⇒ Blackrock Institutional International Small Cap Index Fund	Other	Spouse	$1,001 - $15,000	Tax-Deferred
Spouse 401K J ⇒ Blackrock Institutional Large Cap Value Index Fund	Other	Spouse	$15,001 - $50,000	Tax-Deferred
Spouse 401K J ⇒ Blackrock Institutional Small Cap Index Fund	Other	Spouse	$15,001 - $50,000	Tax-Deferred
Spouse 401K W ⇒ Vanguard Target Retirement 2045 Trust Select	Other	Spouse	$100,001 - $250,000	Tax-Deferred
Spouse Schwab IRA ⇒ Cash in Spouse Schwab IRA	Bank & Cash	Spouse	$1,001 - $15,000	Tax-Deferred
Spouse Schwab IRA ⇒ iShares Core S&P Mid-Cap ETF (IJH)(IJH)	ETFs	Spouse	$15,001 - $50,000	Tax-Deferred
Spouse Schwab IRA ⇒ Motley Fool 100 Index ETF (TMFC)(TMFC)	ETFs	Spouse	$15,001 - $50,000	Tax-Deferred
Spouse Schwab IRA ⇒ State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD)(SPYD)	ETFs	Spouse	$1,001 - $15,000	Tax-Deferred
Spouse Schwab IRA ⇒ Vanguard Div Appreciation ETF (VIG)(VIG)	ETFs	Spouse	$15,001 - $50,000	Tax-Deferred
Spouse Schwab IRA ⇒ Vanguard Small-Cap ETF (VB)(VB)	ETFs	Spouse	$15,001 - $50,000	Tax-Deferred
Spouse Schwab IRA ⇒ Vanguard Total Stock Market ETF (VTI)(VTI)	ETFs	Spouse	$15,001 - $50,000	Tax-Deferred
Transamerica 401k ⇒ Fidelity Mid Cap Index Fund (FSMDX)(FSMDX)	Mutual Funds	Self	$15,001 - $50,000	Tax-Deferred
Transamerica 401k ⇒ Fidelity Small Cap Index Fund (FSSNX)(FSSNX)	Mutual Funds	Self	$15,001 - $50,000	Tax-Deferred
Transamerica 401k ⇒ JPMorgan Large Cap Growth Fund R6 (JLGMX)(JLGMX)	Mutual Funds	Self	$15,001 - $50,000	Tax-Deferred
Transamerica 401k ⇒ Transamerica RetireOnTrack® 2040 Fund	Other	Self	$15,001 - $50,000	Tax-Deferred
Transamerica 401k ⇒ Transamerica RetireOnTrack® 2045 Fund	Other	Self	$15,001 - $50,000	Tax-Deferred
Transamerica 401k ⇒ Transamerica RetireOnTrack® 2050 Fund	Other	Self	$15,001 - $50,000	Tax-Deferred
Transamerica 401k ⇒ Vanguard Lifestrategy Growth Fund (VASGX)(VASGX)	Mutual Funds	Self	$15,001 - $50,000	Tax-Deferred
Vanguard 529 Plan for Dependent 1 ⇒ Vanguard Aggressive Growth Portfolio FL	Other	DC	$100,001 - $250,000	Tax-Deferred
Vanguard 529 Plan for Dependent 1 ⇒ Vanguard Growth Index Portfolio FL	Other	DC	$15,001 - $50,000	Tax-Deferred
Vanguard 529 Plan for Dependent 1 ⇒ Vanguard Target Enrollment 2030/2031 Portfolio FL	Other	DC	$50,001 - $100,000	Tax-Deferred
Vanguard 529 Plan for Dependent 1 ⇒ Vanguard Value Index Portfolio FL	Other	DC	$50,001 - $100,000	Tax-Deferred
Vanguard 529 Plan for Dependent 2 ⇒ Vanguard Aggressive Growth Portfolio FL	Other	DC	$100,001 - $250,000	Tax-Deferred
Vanguard 529 Plan for Dependent 2 ⇒ Vanguard Growth Index Portfolio FL	Other	DC	$15,001 - $50,000	Tax-Deferred
Vanguard 529 Plan for Dependent 2 ⇒ Vanguard Target Enrollment 2032/2033 Portfolio FL	Other	DC	$50,001 - $100,000	Tax-Deferred
Vanguard 529 Plan for Dependent 2 ⇒ Vanguard Value Index Portfolio FL	Other	DC	$50,001 - $100,000	Tax-Deferred
Vanguard Account 1 ⇒ Vanguard High Dividend Yield Index Fund Admiral Shares (VHYAX)(VHYAX)	Mutual Funds	Self	$100,001 - $250,000	Dividends $1,001 - $2,500
Vanguard Account 1 ⇒ Vanguard International Growth Fund Admiral Shares (VWILX)(VWILX)	Mutual Funds	Self	$100,001 - $250,000	Capital Gains, Dividends $1,001 - $2,500
Vanguard Account 1 ⇒ Vanguard Large Cap Index Fund Admiral Shs (VLCAX)(VLCAX)	Mutual Funds	Self	$100,001 - $250,000	Dividends $201 - $1,000
Vanguard IRA ⇒ Vanguard Total International Stock Index Fd Admiral (VTIAX)(VTIAX)	Mutual Funds	Self	$50,001 - $100,000	Tax-Deferred
Vanguard IRA ⇒ Vanguard Total Stock Market Index Fd Admiral Shs (VTSAX)(VTSAX)	Mutual Funds	Self	$100,001 - $250,000	Tax-Deferred
Vanguard Joint Account ⇒ Vanguard High Dividend Yield Index Fund Admiral Shares (VHYAX)(VHYAX)	Mutual Funds	Self	$250,001 - $500,000	Capital Gains, Dividends $5,001 - $15,000
Vanguard Joint Account ⇒ Vanguard International Growth Fund Admiral Shares (VWILX)(VWILX)	Mutual Funds	Self	$100,001 - $250,000	Capital Gains, Dividends $1,001 - $2,500
Vanguard Joint Account ⇒ Vanguard Large Cap Index Fund Admiral Shs (VLCAX)(VLCAX)	Mutual Funds	Self	$100,001 - $250,000	Capital Gains, Dividends $1,001 - $2,500
Vanguard Joint Account ⇒ Vanguard Mid-Cap Growth Index Fd Admiral (VMGMX)(VMGMX)	Mutual Funds	Self	$250,001 - $500,000	Capital Gains, Dividends $5,001 - $15,000
Vanguard Joint Account ⇒ Vanguard Strategic Small-Cap Equity Fund Investor Shares (VSTCX)(VSTCX)	Mutual Funds	Self	$250,001 - $500,000	Capital Gains, Dividends $5,001 - $15,000
Vanguard Joint Account ⇒ Vanguard Total International Stock Index Fd Admiral (VTIAX)(VTIAX)	Mutual Funds	Self	$50,001 - $100,000	Capital Gains, Dividends $2,501 - $5,000

Scott Singer trades Wealthiest members Most active traders FL delegation Articles

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).