Trading fell 99% in the last two quarters
2 trades made in Q1 '26 and Q2 '26, against 317 in Q3 '25 and Q4 '25. Recent quarters can still grow as late reports arrive.
Julie Johnson
Representative
TX-32
Democrat
2025 disclosure
Julie Johnson (TX-32) disclosed a net worth range between $9M and $53.9M in their 2025 annual filing.
Compare this disclosure with the House of Representatives net worth rankings .
Trading
Disclosed trades
598
Since Q1 '24
Purchases
20%
Share of disclosed trades
Avg. disclosure lag
67.3 days
Median 28 days
Filed past 45-day deadline
13.4%
STOCK Act deadline
98% of trades were $15,000 or less
Those 589 trades carry about 94.2% of the disclosed dollars, by the midpoints of the ranges.
87% of trades were disclosed within 45 days
The median trade was disclosed 28 days after it was made, and 80 of 598 trades took longer than the STOCK Act deadline.
Purchases and sales by quarter
Trades by quarter of trade
Purchases
Sales
Quarter in progress
Source: periodic transaction reports, machine-readable only.
CI is the most traded stock
Trades per stock
Purchases
Sales
1.5% of trades carry 6% of the disclosed dollars
Share of trades and of disclosed dollars by size, using range midpoints
Share of trades
Share of dollars
Amounts are disclosed as ranges, so dollar shares use each range's midpoint and are estimates.
Net worth
Estimated from the ranges in the member's annual financial disclosures: the band runs from the sum of disclosed asset minimums less liability maximums up to the sum of asset maximums less liability minimums. Only electronically filed reports are read — a missing year means no electronic filing, not zero net worth.
Latest net worth (band)
$9M – $53.9M
Rank by disclosed net worth
Reporting year
2025
Disclosed assets
207
Disclosed liabilities
3
Disclosed net worth band, 2025 to 2025
Band from annual financial disclosures, by reporting year
Band maximum
Band minimum
Source: annual financial disclosure reports, electronically filed only.
2025
| Year | Filed | Net worth band |
|---|---|---|
| 2025 | 2026-08-13 | $9M – $53.9M |
Recent stock trades
| Date | Stock | Type | Owner | Amount | Filed | Lag |
|---|---|---|---|---|---|---|
| 2026-05-12 | ACN ST · Accenture plc Class A Ordinary Shares (ACN) | Sell | JT Merrill Lynch Tax Efficient Core | $1K - $15K | 2026-06-12 | 31d |
| 2026-05-12 | ABT ST · Abbott Laboratories Common Stock (ABT) | Sell | JT Merrill Lynch Tax Efficient Core | $1K - $15K | 2026-06-12 | 31d |
| 2025-12-18 | XEL ST · Xcel Energy Inc. (XEL) | Sell | JT Chase Brokerage Account (3935) | $1K - $15K | 2026-01-15 | 28d |
| 2025-12-18 | WFC ST · Wells Fargo & Company Common Stock (WFC) | Sell | JT Chase Brokerage Account (3935) | $1K - $15K | 2026-01-15 | 28d |
| 2025-12-18 | WMT ST · Walmart Inc. - Common Stock (WMT) | Sell | JT Chase Brokerage Account (3935) | $1K - $15K | 2026-01-15 | 28d |
| 2025-12-18 | VZ ST · Verizon Communications Inc. Common Stock (VZ) | Sell | JT Chase Brokerage Account (3935) | $1K - $15K | 2026-01-15 | 28d |
| 2025-12-18 | UNH ST · UnitedHealth Group Incorporated Common Stock (UNH) | Sell | JT Chase Brokerage Account (3935) | $1K - $15K | 2026-01-15 | 28d |
| 2025-12-18 | UNP ST · Union Pacific Corporation Common Stock (UNP) | Sell | JT Chase Brokerage Account (3935) | $1K - $15K | 2026-01-15 | 28d |
| 2025-12-18 | TJX ST · TJX Companies, Inc. (TJX) | Sell | JT Chase Brokerage Account (3935) | $1K - $15K | 2026-01-15 | 28d |
| 2025-12-18 | CI ST · The Cigna Group Common Stock (CI) | Sell | JT Chase Brokerage Account (3935) | $1K - $15K | 2026-01-15 | 28d |
| 2025-12-18 | BK ST · The Bank of New York Mellon Corporation Common Stock (BK) | Sell | JT Chase Brokerage Account (3935) | $1K - $15K | 2026-01-15 | 28d |
| 2025-12-18 | TXN ST · Texas Instruments Incorporated - Common Stock (TXN) | Sell | JT Chase Brokerage Account (3935) | $1K - $15K | 2026-01-15 | 28d |
| 2025-12-18 | STX ST · Seagate Technology Holdings PLC - Ordinary Shares (STX) | Sell | JT Chase Brokerage Account (3935) | $1K - $15K | 2026-01-15 | 28d |
| 2025-12-18 | RTX ST · RTX Corporation Common Stock (RTX) | Sell | JT Chase Brokerage Account (3935) | $1K - $15K | 2026-01-15 | 28d |
| 2025-12-18 | RSG ST · Republic Services, Inc. Common Stock (RSG) | Sell | JT Chase Brokerage Account (3935) | $1K - $15K | 2026-01-15 | 28d |
| 2025-12-18 | PGR ST · Progressive Corporation (PGR) | Sell | JT Chase Brokerage Account (3935) | $1K - $15K | 2026-01-15 | 28d |
| 2025-12-18 | PG ST · Procter & Gamble Company (PG) | Sell | JT Chase Brokerage Account (3935) | $1K - $15K | 2026-01-15 | 28d |
| 2025-12-18 | PM ST · Philip Morris International Inc Common Stock (PM) | Sell | JT Chase Brokerage Account (3935) | $1K - $15K | 2026-01-15 | 28d |
| 2025-12-18 | PEP ST · Pepsico, Inc. (PEP) | Sell | JT Chase Brokerage Account (3935) | $1K - $15K | 2026-01-15 | 28d |
| 2025-12-18 | PKG ST · Packaging Corporation of America Common Stock (PKG) | Sell | JT Chase Brokerage Account (3935) | $1K - $15K | 2026-01-15 | 28d |
| 2025-12-18 | NXPI ST · NXP Semiconductors N.V. - Common Stock (NXPI) | Sell | JT Chase Brokerage Account (3935) | $1K - $15K | 2026-01-15 | 28d |
| 2025-12-18 | NSC ST · Norfolk Southern Corporation Common Stock (NSC) | Sell | JT Chase Brokerage Account (3935) | $1K - $15K | 2026-01-15 | 28d |
| 2025-12-18 | NEE ST · NextEra Energy, Inc. Common Stock (NEE) | Sell | JT Chase Brokerage Account (3935) | $1K - $15K | 2026-01-15 | 28d |
| 2025-12-18 | MS ST · Morgan Stanley Common Stock (MS) | Sell | JT Chase Brokerage Account (3935) | $1K - $15K | 2026-01-15 | 28d |
| 2025-12-18 | MDLZ ST · Mondelez International, Inc. - Class A Common Stock (MDLZ) | Sell | JT Chase Brokerage Account (3935) | $1K - $15K | 2026-01-15 | 28d |
Estimated portfolio performance
Price return of the portfolio reconstructed from this member's disclosed trades over each trailing window, versus the S&P 500 (SPY), as of 2026-10-16. Trade sizes are disclosed only as ranges, so every figure is an estimate. Returns use comparable raw closes and exclude dividends; a window crossing a captured split is left unavailable instead of mixing price bases.
No Performance Estimate
This member hasn't disclosed enough priced trades to estimate a portfolio return yet.
Reconstructed holdings
The portfolio reconstructed from this member's disclosed Purchase and Sale trades: net shares valued at the latest close (2026-10-16). Sizes come from disclosed amount ranges, so share counts, values, and weights are all estimates.
8 stocks were omitted because the disclosed trade history crosses a captured split and the older stored price basis is not certified.
| Stock | Est. shares | Est. value | Weight |
|---|---|---|---|
| DOW | 198 | $5.9K | 5.3% |
| PLTR | 150 | $27.9K | 24.8% |
| ES | 141 | $9.4K | 8.4% |
| BNY | 133 | $19.1K | 17.0% |
| DG | 117 | $15.7K | 14.0% |
| COF | 64 | $13K | 11.5% |
| F | 62 | $769 | 0.7% |
| CRL | 46 | $13.8K | 12.3% |
| SMCI | 30 | $945 | 0.8% |
| EIX | 16 | $877 | 0.8% |
| HAS | 14 | $1.4K | 1.2% |
| DLTR | 8 | $937 | 0.8% |
| HSY | 6 | $948 | 0.9% |
| SBAC | 4 | $798 | 0.7% |
| BA | 4 | $764 | 0.7% |
| FCX | 1 | $65 | 0.1% |
Assets and liabilities
Disclosed assets
The assets Julie Johnson itemised in their 2025 annual report, largest bracket first. Descriptions are the filer's own wording, and each value is the bracket they checked on the form — never a reported amount.
Disclosed lines
207
Total disclosed (band)
$16M – $55.9M
Showing the 100 largest of 207 disclosed lines.
| Description | Type | Income | Value |
|---|---|---|---|
| Rental Beach House 2 | RP |
$100K - $1M
Rent
|
$5M - $25M |
| Merrill Lynch Rollover IRA ⇒ iShares Core S&P U.S. Value ETF (IUSV) | EF |
Tax-Deferred
|
$1M - $5M |
| Rental Beach House 1 | RP |
$100K - $1M
Rent
|
$1M - $5M |
| Chase Bank Accounts | BA |
$1 - $200
Interest
|
$500K - $1M |
| Merrill Lynch IRA ⇒ iShares Core S&P U.S. Growth ETF (IUSG) | EF |
Tax-Deferred
|
$500K - $1M |
| Merrill Lynch IRA ⇒ iShares Core S&P U.S. Value ETF (IUSV) | EF |
Tax-Deferred
|
$500K - $1M |
| Merrill Lynch Long Term Growth ⇒ iShares Core S&P Total U.S. Stock Market ETF (ITOT) | EF |
$15K - $50K
Capital Gains, Dividends
|
$500K - $1M |
| Merrill Lynch Long Term Growth ⇒ iShares National Muni Bond ETF (MUB) | EF |
$15K - $50K
Dividends
|
$500K - $1M |
| Merrill Lynch Rollover IRA ⇒ Vanguard FTSE Developed Markets ETF (VEA) | EF |
Tax-Deferred
|
$500K - $1M |
| Merrill Lynch Rollover IRA ⇒ Vanguard Mortgage-Backed Securities ETF (VMBS) | EF |
Tax-Deferred
|
$500K - $1M |
| Merrill Lynch Rollover IRA ⇒ Vanguard Total International Bond ETF (BNDX) | EF |
Tax-Deferred
|
$500K - $1M |
| Merrill Lynch Rollover IRA ⇒ iShares Broad USD Investment Grade Corporate Bond ETF (USIG) | EF |
Tax-Deferred
|
$500K - $1M |
| Merrill Lynch Rollover IRA ⇒ iShares Core S&P U.S. Growth ETF (IUSG) | EF |
Tax-Deferred
|
$500K - $1M |
| Merrill Lynch Rollover IRA ⇒ iShares U.S. Treasury Bond ETF (GOVT) | EF |
Tax-Deferred
|
$500K - $1M |
| Law Office of Julie Johnson PLLC, 100% Interest | OL |
$1M - $5M
Rent
|
$250K - $500K |
| Merrill Lynch IRA ⇒ Vanguard FTSE Developed Markets ETF (VEA) | EF |
Tax-Deferred
|
$250K - $500K |
| Merrill Lynch Long Term Growth ⇒ State Street SPDR MSCI ACWI ex-US ETF (CWI) | EF |
$5K - $15K
Capital Gains, Dividends
|
$250K - $500K |
| Merrill Lynch Rollover IRA ⇒ Vanguard FTSE Emerging Markets ETF (VWO) | EF |
Tax-Deferred
|
$250K - $500K |
| Merrill Lynch Rollover IRA ⇒ Vanguard Russell 2000 ETF (VTWO) | EF |
Tax-Deferred
|
$250K - $500K |
| Frost Bank Accounts | BA |
$1K - $2.5K
Interest
|
$100K - $250K |
| Merrill Lynch IRA ⇒ Vanguard FTSE Emerging Markets ETF (VWO) | EF |
Tax-Deferred
|
$100K - $250K |
| Merrill Lynch IRA ⇒ Vanguard Russell 2000 ETF (VTWO) | EF |
Tax-Deferred
|
$100K - $250K |
| Merrill Lynch Long Term Growth ⇒ VanEck ETF Trust VanEck High Yield Muni ETF (HYD) | EF |
$2.5K - $5K
Dividends
|
$100K - $250K |
| Merrill Lynch Long Term Growth ⇒ Vanguard Div Appreciation ETF (VIG) | EF |
$2.5K - $5K
Capital Gains, Dividends
|
$100K - $250K |
| Merrill Lynch Long Term Growth ⇒ Vanguard Total International Bond ETF (BNDX) | EF |
$5K - $15K
Dividends
|
$100K - $250K |
| Merrill Lynch Long Term Growth ⇒ iShares Broad USD Investment Grade Corporate Bond ETF (USIG) | EF |
$2.5K - $5K
Dividends
|
$100K - $250K |
| Merrill Lynch Nonmanaged Account ⇒ Nonmanaged Cash Account | BA |
$5K - $15K
Interest
|
$100K - $250K |
| Merrill Lynch Rollover IRA ⇒ State Street SPDR Portfolio High Yield Bond ETF (SPHY) | EF |
Tax-Deferred
|
$100K - $250K |
| Merrill Lynch Tax Efficient Core ⇒ Alphabet Inc. - Class C Capital Stock (GOOG) | ST |
$201 - $1K
Dividends
|
$100K - $250K |
| Merrill Lynch Tax Efficient Core ⇒ Apple Inc. (AAPL) | ST |
$201 - $1K
Dividends
|
$100K - $250K |
| Merrill Lynch Tax Efficient Core ⇒ Microsoft Corporation (MSFT) | ST |
$1K - $2.5K
Capital Gains, Dividends
|
$100K - $250K |
| Merrill Lynch Tax Efficient Core ⇒ NVIDIA Corporation (NVDA) | ST |
$1 - $200
Dividends
|
$100K - $250K |
| Merrill Lynch IRA ⇒ iShares Broad USD Investment Grade Corporate Bond ETF (USIG) | EF |
Tax-Deferred
|
$50K - $100K |
| Merrill Lynch Long Term Growth ⇒ iShares Core S&P U.S. Growth ETF (IUSG) | EF |
$201 - $1K
Dividends
|
$50K - $100K |
| Merrill Lynch Long Term Growth ⇒ iShares Core S&P U.S. Value ETF (IUSV) | EF |
$1K - $2.5K
Dividends
|
$50K - $100K |
| Merrill Lynch Rollover IRA ⇒ Bank of America Bank Account | BA |
Tax-Deferred
|
$50K - $100K |
| Merrill Lynch Rollover IRA ⇒ SPDR Portfolio Long Term Treasury ETF (SPTL) | EF |
Tax-Deferred
|
$50K - $100K |
| Merrill Lynch Tax Efficient Core ⇒ Amazon.com, Inc. (AMZN) | ST | — | $50K - $100K |
| Merrill Lynch Tax Efficient Core ⇒ Broadcom Inc. (AVGO) | ST |
$2.5K - $5K
Capital Gains, Dividends
|
$50K - $100K |
| Merrill Lynch Tax Efficient Core ⇒ Eli Lilly and Company (LLY) | ST |
$201 - $1K
Dividends
|
$50K - $100K |
| Merrill Lynch Tax Efficient Core ⇒ Meta Platforms, Inc. - Class A (META) | ST |
$1 - $200
Dividends
|
$50K - $100K |
| Merrill Lynch IRA ⇒ IRA Cash Account | BA |
Tax-Deferred
|
$15K - $50K |
| Merrill Lynch Long Term Growth ⇒ Bank of America Money Accounts | BA |
$201 - $1K
Interest
|
$15K - $50K |
| Merrill Lynch Rollover IRA ⇒ BlackRock Liquidity Funds FedFund - Premier (BUPXX) | MF |
Tax-Deferred
|
$15K - $50K |
| Merrill Lynch Tax Efficient Core ⇒ Advanced Micro Devices, Inc. (AMD) | ST | — | $15K - $50K |
| Merrill Lynch Tax Efficient Core ⇒ Alphabet Inc. - Class A (GOOGL) | ST |
$1 - $200
Dividends
|
$15K - $50K |
| Merrill Lynch Tax Efficient Core ⇒ Berkshire Hathaway Inc. New (BRK.B) | ST | — | $15K - $50K |
| Merrill Lynch Tax Efficient Core ⇒ Boston Scientific Corporation (BSX) | ST | — | $15K - $50K |
| Merrill Lynch Tax Efficient Core ⇒ Capital One Financial Corporation (COF) | ST |
$1 - $200
Dividends
|
$15K - $50K |
| Merrill Lynch Tax Efficient Core ⇒ Chevron Corporation (CVX) | ST |
$201 - $1K
Capital Gains, Dividends
|
$15K - $50K |
| Merrill Lynch Tax Efficient Core ⇒ Cisco Systems, Inc. (CSCO) | ST |
$201 - $1K
Dividends
|
$15K - $50K |
| Merrill Lynch Tax Efficient Core ⇒ Edwards Lifesciences Corporation (EW) | ST | — | $15K - $50K |
| Merrill Lynch Tax Efficient Core ⇒ GE Aerospace Common Stock (GE) | ST |
$1 - $200
Dividends
|
$15K - $50K |
| Merrill Lynch Tax Efficient Core ⇒ JP Morgan Chase & Co. (JPM) | ST |
$201 - $1K
Dividends
|
$15K - $50K |
| Merrill Lynch Tax Efficient Core ⇒ Mastercard Incorporated (MA) | ST |
$1 - $200
Dividends
|
$15K - $50K |
| Merrill Lynch Tax Efficient Core ⇒ McDonald's Corporation (MCD) | ST |
$201 - $1K
Dividends
|
$15K - $50K |
| Merrill Lynch Tax Efficient Core ⇒ Netflix, Inc. (NFLX) | ST | — | $15K - $50K |
| Merrill Lynch Tax Efficient Core ⇒ Oracle Corporation Common Stock (ORCL) | ST |
$1 - $200
Dividends
|
$15K - $50K |
| Merrill Lynch Tax Efficient Core ⇒ Palo Alto Networks, Inc. (PANW) | ST | — | $15K - $50K |
| Merrill Lynch Tax Efficient Core ⇒ Royal Caribbean Cruises Ltd. (RCL) | ST |
$1 - $200
Dividends
|
$15K - $50K |
| Merrill Lynch Tax Efficient Core ⇒ Tax Efficient Core Cash Account | BA |
$201 - $1K
Interest
|
$15K - $50K |
| Merrill Lynch Tax Efficient Core ⇒ UnitedHealth Group Incorporated Common Stock (UNH) | ST |
$201 - $1K
Dividends
|
$15K - $50K |
| Merrill Lynch Tax Efficient Core ⇒ Visa Inc. (V) | ST |
$1 - $200
Dividends
|
$15K - $50K |
| Merrill Lynch Tax Efficient Core ⇒ Walmart Inc. (WMT) | ST |
$1 - $200
Dividends
|
$15K - $50K |
| Charter Oak Production Co LLC | OL |
$201 - $1K
Capital Gains
|
$1K - $15K |
| Charter Oak Production Co LLC | OL |
$201 - $1K
Capital Gains
|
$1K - $15K |
| Fidelity GI Alliance 401k ⇒ Vanguard Target Retirement 2025 Fund (VTTVX) | MF |
Tax-Deferred
|
$1K - $15K |
| Fidelity Investment Account (2705) ⇒ Fidelity Investment Account (cash) | BA |
$1 - $200
Interest
|
$1K - $15K |
| Merrill Lynch IRA ⇒ BlackRock Liquidity Funds FedFund - Premier (BUPXX) | MF |
Tax-Deferred
|
$1K - $15K |
| Merrill Lynch Long Term Growth ⇒ BlackRock Liquidity Funds FedFund - Premier (BUPXX) | MF |
$1 - $200
Dividends
|
$1K - $15K |
| Merrill Lynch Long Term Growth ⇒ State Street SPDR Portfolio High Yield Bond ETF (SPHY) | EF |
$201 - $1K
Dividends
|
$1K - $15K |
| Merrill Lynch Long Term Growth ⇒ Vanguard Mortgage-Backed Securities ETF (VMBS) | EF |
$1K - $2.5K
Dividends
|
$1K - $15K |
| Merrill Lynch Tax Efficient Core ⇒ AMETEK, Inc. (AME) | ST |
$1 - $200
Dividends
|
$1K - $15K |
| Merrill Lynch Tax Efficient Core ⇒ AT&T Inc. (T) | ST |
$201 - $1K
Dividends
|
$1K - $15K |
| Merrill Lynch Tax Efficient Core ⇒ AbbVie Inc. (ABBV) | ST |
$201 - $1K
Dividends
|
$1K - $15K |
| Merrill Lynch Tax Efficient Core ⇒ Abbott Laboratories (ABT) | ST |
$1 - $200
Dividends
|
$1K - $15K |
| Merrill Lynch Tax Efficient Core ⇒ Accenture plc Class A Ordinary Shares (ACN) | ST |
$1 - $200
Dividends
|
$1K - $15K |
| Merrill Lynch Tax Efficient Core ⇒ Air Products and Chemicals, Inc. (APD) | ST |
$201 - $1K
Capital Gains, Dividends
|
$1K - $15K |
| Merrill Lynch Tax Efficient Core ⇒ Allstate Corporation (ALL) | ST |
$1 - $200
Dividends
|
$1K - $15K |
| Merrill Lynch Tax Efficient Core ⇒ American Express Company (AXP) | ST |
$1 - $200
Dividends
|
$1K - $15K |
| Merrill Lynch Tax Efficient Core ⇒ Ameriprise Financial, Inc. Common Stock (AMP) | ST | — | $1K - $15K |
| Merrill Lynch Tax Efficient Core ⇒ Amgen Inc. (AMGN) | ST |
$201 - $1K
Dividends
|
$1K - $15K |
| Merrill Lynch Tax Efficient Core ⇒ Analog Devices, Inc. (ADI) | ST |
$1 - $200
Dividends
|
$1K - $15K |
| Merrill Lynch Tax Efficient Core ⇒ Aon plc Class A Ordinary Shares (AON) | ST |
$1 - $200
Dividends
|
$1K - $15K |
| Merrill Lynch Tax Efficient Core ⇒ Applied Materials, Inc. (AMAT) | ST |
$1 - $200
Dividends
|
$1K - $15K |
| Merrill Lynch Tax Efficient Core ⇒ Autodesk, Inc. (ADSK) | ST | — | $1K - $15K |
| Merrill Lynch Tax Efficient Core ⇒ Automatic Data Processing, Inc. - Common Stock (ADP) | ST |
$1 - $200
Dividends
|
$1K - $15K |
| Merrill Lynch Tax Efficient Core ⇒ Baker Hughes Company (BKR) | ST |
$1 - $200
Dividends
|
$1K - $15K |
| Merrill Lynch Tax Efficient Core ⇒ Bio-Techne Corp - Common Stock (TECH) | ST |
$1 - $200
Dividends
|
$1K - $15K |
| Merrill Lynch Tax Efficient Core ⇒ BlackRock, Inc. (BLK) | ST |
$1 - $200
Dividends
|
$1K - $15K |
| Merrill Lynch Tax Efficient Core ⇒ Booking Holdings Inc. (BKNG) | ST |
$1 - $200
Dividends
|
$1K - $15K |
| Merrill Lynch Tax Efficient Core ⇒ Broadridge Financial Solutions, Inc. (BR) | ST | — | $1K - $15K |
| Merrill Lynch Tax Efficient Core ⇒ CBRE Group Inc Common Stock Class A (CBRE) | ST | — | $1K - $15K |
| Merrill Lynch Tax Efficient Core ⇒ CME Group Inc. - Class A (CME) | ST |
$1 - $200
Dividends
|
$1K - $15K |
| Merrill Lynch Tax Efficient Core ⇒ CSX Corporation (CSX) | ST |
$1 - $200
Dividends
|
$1K - $15K |
| Merrill Lynch Tax Efficient Core ⇒ Canadian Pacific Kansas City Limited Common Shares (CP) | ST |
$1 - $200
Dividends
|
$1K - $15K |
| Merrill Lynch Tax Efficient Core ⇒ Carnival Corporation (CCL) | ST | — | $1K - $15K |
| Merrill Lynch Tax Efficient Core ⇒ Caterpillar, Inc. (CAT) | ST |
$1 - $200
Dividends
|
$1K - $15K |
| Merrill Lynch Tax Efficient Core ⇒ Charles Schwab Corporation (SCHW) | ST |
$1 - $200
Dividends
|
$1K - $15K |
| Merrill Lynch Tax Efficient Core ⇒ Chubb Limited (CB) | ST |
$1 - $200
Dividends
|
$1K - $15K |
Disclosed liabilities
The liabilities itemised in the 2025 annual report, largest bracket first. These are the amounts subtracted when the net worth band above is rolled up.
Disclosed lines
3
Total disclosed (band)
$2M – $7M
| Description | Amount owed |
|---|---|
| Mortgage on Rental Beach House 2 (Capital City) | $1M - $5M |
| LMA Line of Credit (Merrill Lynch) | $500K - $1M |
| Mortgage on Rental Beach House 1 (Carrington Mortgage Services) | $500K - $1M |