50 assets, filed May 15, 2026 (FD Amendment).
Balanced Portfolio [5F] Maryland Senator Edward J. Kasemeyer College
$1,001 - $15,000
Balanced Portfolio [5F] Maryland Senator Edward J. Kasemeyer College
$1 - $1,000
Balanced Portfolio [5F] Maryland Senator Edward J. Kasemeyer College
$1 - $1,000
Balanced Portfolio [5F] Maryland Senator Edward J. Kasemeyer College
$1 - $1,000
Balanced Portfolio [5F] Maryland Senator Edward J. Kasemeyer College
$1 - $1,000
Balanced Portfolio [5F] Maryland Senator Edward J. Kasemeyer College
$1 - $1,000
Baltimore County Employees Federal Credit Union
Bank/brokerage account
$1,001 - $15,000
Bank of America Account
Bank/brokerage account · Spouse
$1,001 - $15,000
CF-B
Other · Fidelity Investment Retirement Account
$1,001 - $15,000
DFSIX
DFA U.S. Sustainability Core I Ptf · Mutual fund · Vanguard Retirement Portfolio SP
$15,001 - $50,000
DEMZ
Democratic Large Cap Core ETF · Exchange-traded fund · E*TRADE (Morgan Stanley)- Brokerage
$1,001 - $15,000
DKNG
DraftKings Inc. - Class A Common Stock · Stock (public) · E*TRADE (Morgan Stanley)- Brokerage
$1,001 - $15,000
Equity Index 500 Portfolio [5F] Maryland Senator Edward J. Kasemeyer College
$1 - $1,000
Equity Index 500 Portfolio [5F] Maryland Senator Edward J. Kasemeyer College
$1 - $1,000
Equity Portfolio [5F] Maryland Senator Edward J. Kasemeyer College
$1 - $1,000
Equity Portfolio [5F] Maryland Senator Edward J. Kasemeyer College
$1 - $1,000
Equity Portfolio [5F] Maryland Senator Edward J. Kasemeyer College
$1 - $1,000
RERGX
EuroPacific Growth Fund Cl R-6 · Mutual fund · Maryland Supplemental Retirement Plan
$1,001 - $15,000
FPURX
Fidelity Puritan Fund · Mutual fund · Baltimore County Supplemental Retirement Plan
$1,001 - $15,000
FSPTX
Fidelity Select Technology · Mutual fund · Fidelity Investment Retirement Account
$1,001 - $15,000
GE
GE Aerospace Common Stock · Stock (public) · Fidelity Investment Retirement Account
$1,001 - $15,000
Global Equity Mkt Index Port [5F] Maryland Senator Edward J. Kasemeyer College
$1 - $1,000
WTAAEX
Great Gray Trust American Funds 2040 Fund I · Mutual fund · Maryland Supplemental Retirement Plan
$1 - $1,000
WTAAFX
Great Gray Trust American Funds 2045 Fund I · Mutual fund · Maryland Supplemental Retirement Plan
$15,001 - $50,000
JAMCX
JP Morgan Mid Cap Value Fund-A Share Class · Mutual fund · Baltimore County Supplemental Retirement Plan
$1,001 - $15,000
JPMCB SmartRetirement® Passive Blend 2045 Fund
$100,000
M and T Bank Accounts
Bank/brokerage account · Joint
$100,001 - $250,000
Maryland Prepaid College Trust
5P
$1,001 - $15,000
Maryland Senator Edward J. Kasemeyer College
$1,001 - $15,000
Maryland Senator Edward J. Kasemeyer College
$1 - $1,000
NWOIX
Nationwide Destination 2050 Fund Class R6 · Mutual fund · Baltimore County Supplemental Retirement Plan
$1,001 - $15,000
NTDIX
Nationwide Destination 2055 Fund Class R6 · Mutual fund · Baltimore County Supplemental Retirement Plan
$1,001 - $15,000
Nationwide Variable Insurance Trust - NVIT Multi- Manager Small Company Fund: Class I
Other · Baltimore County Supplemental Retirement Plan
$1,001 - $15,000
NRGSX
Neuberger Berman Genesis Fd Cl R6 · Mutual fund · Fidelity Investment Retirement Account
$1,001 - $15,000
Pentagon Federal Credit Union
Bank/brokerage account · Spouse
$1,001 - $15,000
Portfolio 2027 [5F] Maryland Senator Edward J. Kasemeyer College
$1 - $1,000
Portfolio 2030 [5F] Maryland Senator Edward J. Kasemeyer College
$1 - $1,000
Portfolio 2036
529 plan holding · Maryland Supplemental Retirement Plan
$1,001 - $15,000
Portfolio 2036 [5F] Maryland Senator Edward J. Kasemeyer College
$1 - $1,000
Quantitative Tactical Aggressive Fund Master, Ltd
Hedge fund · E*TRADE (Morgan Stanley)- Brokerage
$1,001 - $15,000
Quantitative Tactical Aggressive Fund Master, Ltd.
Hedge fund
$500,000
SSSPX
State Street S&P 500 Index V.I.S. Fund · Mutual fund · Maryland Supplemental Retirement Plan
$15,001 - $50,000
QAAGTX
T. Rowe Price Equity Index 500 Portfolio (QAAGTX) [MF] Maryland Senator Edward J. Kasemeyer College
$1 - $1,000
TGRW
T. Rowe Price Growth Stock ETF · Exchange-traded fund · Fidelity Investment Retirement Account
$1,001 - $15,000
TRMCX
T. Rowe Price Mid-Cap Value Fund, Inc. · Mutual fund · Maryland Supplemental Retirement Plan
$15,001 - $50,000
TRSSX
T.Rowe Price Institutional Small-Cap Stock Fund · Mutual fund · Maryland Supplemental Retirement Plan
$1,001 - $15,000
TGCFX
TCW Core Fixed Income Fund I Class · Mutual fund · Maryland Supplemental Retirement Plan
$1,001 - $15,000
VFIAX
Vanguard 500 Index Fd Admiral Shs · Mutual fund · Vanguard Retirement Portfolio SP
$1,001 - $15,000
Vanguard Institutional 500 Index Trust
Other · Fidelity Investment Retirement Account
$1,001 - $15,000
VMCPX
Vanguard Mid-Cap Index Fund Insti Plus (VMCPX) [MF] Maryland Senator Edward J. Kasemeyer College
$1,001 - $15,000