“...pleasure and pain, they come and go and don't last... bear them patiently”—Gita
Base report: annual report CY2025 · trades through 2026-05-12 · later PTRs: 1 2
Estimated total: $16M–$55.9M across 190 positions.
Based on the annual report CY2025 and trades reported after it, Rep. Julie Johnson holds an estimated 190 positions worth $16M–$55.9M in total. The largest estimated holding is Rental Beach House 2 ($5M–$25M). Disclosures give value ranges, not exact amounts, so treat this as a rough estimate for education, not investment advice.
| Asset | Type | Estimated range | Confidence | Came from |
|---|---|---|---|---|
| Rental Beach House 2 | Real estate | $5M–$25M | High | Report |
| IUSV Merrill Lynch Rollover IRA ⇒ iShares Core S&P U.S. Value ETF | Fund/ETF | $1.6M–$6.1M | High | Report |
| Rental Beach House 1 | Real estate | $1M–$5M | High | Report |
| IUSG Merrill Lynch IRA ⇒ iShares Core S&P U.S. Growth ETF (IUSG) | Fund/ETF | $1.1M–$2.1M | High | Report |
| VEA Merrill Lynch Rollover IRA ⇒ Vanguard FTSE Developed Markets | Fund/ETF | $750K–$1.5M | High | Report |
| USIG Merrill Lynch Rollover IRA ⇒ iShares Broad USD Investment Gr | Fund/ETF | $650K–$1.4M | High | Report |
| BNDX Merrill Lynch Rollover IRA ⇒ Vanguard Total International Bo | Fund/ETF | $600K–$1.2M | High | Report |
| VMBS Merrill Lynch Rollover IRA ⇒ Vanguard Mortgage-Backed Securi | Fund/ETF | $501K–$1M | High | Report |
| Chase Bank Accounts | Cash | $500K–$1M | High | Report |
| ITOT Merrill Lynch Long Term Growth ⇒ iShares Core S&P Total U.S. | Fund/ETF | $500K–$1M | High | Report |
| MUB Merrill Lynch Long Term Growth ⇒ iShares National Muni Bond | Fund/ETF | $500K–$1M | High | Report |
| GOVT Merrill Lynch Rollover IRA ⇒ iShares U.S. Treasury Bond ETF | Fund/ETF | $500K–$1M | High | Report |
| VWO Merrill Lynch Rollover IRA ⇒ Vanguard FTSE Emerging Markets | Fund/ETF | $350K–$750K | High | Report |
| VTWO Merrill Lynch Rollover IRA ⇒ Vanguard Russell 2000 ETF (VTWO | Fund/ETF | $350K–$750K | High | Report |
| Law Office of Julie Johnson PLLC, 100% Interest | Private | $250K–$500K | High | Report |
| CWI Merrill Lynch Long Term Growth ⇒ State Street SPDR MSCI ACWI | Fund/ETF | $250K–$500K | High | Report |
| SPHY Merrill Lynch Rollover IRA ⇒ State Street SPDR Portfolio Hig | Fund/ETF | $101K–$265K | High | Report |
| Frost Bank Accounts | Cash | $100K–$250K | High | Report |
| HYD Merrill Lynch Long Term Growth ⇒ VanEck ETF Trust VanEck Hig | Fund/ETF | $100K–$250K | High | Report |
| VIG Merrill Lynch Long Term Growth ⇒ Vanguard Div Appreciation E | Fund/ETF | $100K–$250K | High | Report |
| Merrill Lynch Nonmanaged Account ⇒ Nonmanaged Cash Account | Cash | $100K–$250K | High | Report |
| GOOG Merrill Lynch Tax Efficient Core ⇒ Alphabet Inc. - Class C C | Stock | $100K–$250K | High | Report |
| AAPL Merrill Lynch Tax Efficient Core ⇒ Apple Inc. (AAPL) | Stock | $100K–$250K | High | Report |
| MSFT Merrill Lynch Tax Efficient Core ⇒ Microsoft Corporation (MS | Stock | $100K–$250K | High | Report |
| NVDA Merrill Lynch Tax Efficient Core ⇒ NVIDIA Corporation (NVDA) | Stock | $100K–$250K | High | Report |
| Merrill Lynch Rollover IRA ⇒ Bank of America Bank Account | Cash | $50K–$100K | High | Report |
| SPTL Merrill Lynch Rollover IRA ⇒ SPDR Portfolio Long Term Treasu | Fund/ETF | $50K–$100K | High | Report |
| AMZN Merrill Lynch Tax Efficient Core ⇒ Amazon.com, Inc. (AMZN) | Stock | $50K–$100K | High | Report |
| AVGO Merrill Lynch Tax Efficient Core ⇒ Broadcom Inc. (AVGO) | Stock | $50K–$100K | High | Report |
| LLY Merrill Lynch Tax Efficient Core ⇒ Eli Lilly and Company (LL | Stock | $50K–$100K | High | Report |
| META Merrill Lynch Tax Efficient Core ⇒ Meta Platforms, Inc. - Cl | Stock | $50K–$100K | High | Report |
| BUPXX Merrill Lynch Rollover IRA ⇒ BlackRock Liquidity Funds FedFu | Fund/ETF | $17K–$80K | High | Report |
| Merrill Lynch IRA ⇒ IRA Cash Account | Cash | $15K–$50K | High | Report |
| Merrill Lynch Long Term Growth ⇒ Bank of America Money Accou | Cash | $15K–$50K | High | Report |
| AMD Merrill Lynch Tax Efficient Core ⇒ Advanced Micro Devices, I | Stock | $15K–$50K | High | Report |
| GOOGL Merrill Lynch Tax Efficient Core ⇒ Alphabet Inc. - Class A ( | Stock | $15K–$50K | High | Report |
| BRK.B Merrill Lynch Tax Efficient Core ⇒ Berkshire Hathaway Inc. N | Stock | $15K–$50K | High | Report |
| BSX Merrill Lynch Tax Efficient Core ⇒ Boston Scientific Corpora | Stock | $15K–$50K | High | Report |
| COF Merrill Lynch Tax Efficient Core ⇒ Capital One Financial Cor | Stock | $15K–$50K | High | Report |
| CVX Merrill Lynch Tax Efficient Core ⇒ Chevron Corporation (CVX) | Stock | $15K–$50K | High | Report |
| CSCO Merrill Lynch Tax Efficient Core ⇒ Cisco Systems, Inc. (CSCO | Stock | $15K–$50K | High | Report |
| EW Merrill Lynch Tax Efficient Core ⇒ Edwards Lifesciences Corp | Stock | $15K–$50K | High | Report |
| GE Merrill Lynch Tax Efficient Core ⇒ GE Aerospace Common Stock | Stock | $15K–$50K | High | Report |
| JPM Merrill Lynch Tax Efficient Core ⇒ JP Morgan Chase & Co. (JP | Stock | $15K–$50K | High | Report |
| MA Merrill Lynch Tax Efficient Core ⇒ Mastercard Incorporated ( | Stock | $15K–$50K | High | Report |
| MCD Merrill Lynch Tax Efficient Core ⇒ McDonald's Corporation (M | Stock | $15K–$50K | High | Report |
| NFLX Merrill Lynch Tax Efficient Core ⇒ Netflix, Inc. (NFLX) | Stock | $15K–$50K | High | Report |
| ORCL Merrill Lynch Tax Efficient Core ⇒ Oracle Corporation Common | Stock | $15K–$50K | High | Report |
| PANW Merrill Lynch Tax Efficient Core ⇒ Palo Alto Networks, Inc. | Stock | $15K–$50K | High | Report |
| RCL Merrill Lynch Tax Efficient Core ⇒ Royal Caribbean Cruises L | Stock | $15K–$50K | High | Report |
| Merrill Lynch Tax Efficient Core ⇒ Tax Efficient Core Cash A | Cash | $15K–$50K | High | Report |
| UNH Merrill Lynch Tax Efficient Core ⇒ UnitedHealth Group Incorp | Stock | $15K–$50K | High | Report |
| V Merrill Lynch Tax Efficient Core ⇒ Visa Inc. (V) | Stock | $15K–$50K | High | Report |
| WMT Merrill Lynch Tax Efficient Core ⇒ Walmart Inc. (WMT) | Stock | $15K–$50K | High | Report |
| Charter Oak Production Co LLC | Private | $2K–$30K | High | Report |
| FITB Merrill Lynch Tax Efficient Core ⇒ Fifth Third Bancorp (FITB | Stock | $2K–$30K | Low | Report + trades |
| Fidelity Investment Account (2705) ⇒ Fidelity Investment Acc | Cash | $1K–$15K | High | Report |
| Asset | Type | Estimated range | Confidence | Came from |
|---|---|---|---|---|
| Texas GI Consultants Real Estate Holding LLC | Private | $1K–$15K | High | Report |
| VTTVX Fidelity GI Alliance 401k ⇒ Vanguard Target Retirement 2025 | Fund/ETF | $1K–$15K | High | Report |
| ABBV Merrill Lynch Tax Efficient Core ⇒ AbbVie Inc. (ABBV) | Stock | $1K–$15K | High | Report |
| APD Merrill Lynch Tax Efficient Core ⇒ Air Products and Chemical | Stock | $1K–$15K | High | Report |
| ALL Merrill Lynch Tax Efficient Core ⇒ Allstate Corporation (ALL | Stock | $1K–$15K | High | Report |
| AXP Merrill Lynch Tax Efficient Core ⇒ American Express Company | Stock | $1K–$15K | High | Report |
| AMP Merrill Lynch Tax Efficient Core ⇒ Ameriprise Financial, Inc | Stock | $1K–$15K | High | Report |
| AME Merrill Lynch Tax Efficient Core ⇒ AMETEK, Inc. (AME) | Stock | $1K–$15K | High | Report |
| AMGN Merrill Lynch Tax Efficient Core ⇒ Amgen Inc. (AMGN) | Stock | $1K–$15K | High | Report |
| ADI Merrill Lynch Tax Efficient Core ⇒ Analog Devices, Inc. (ADI | Stock | $1K–$15K | High | Report |
| AON Merrill Lynch Tax Efficient Core ⇒ Aon plc Class A Ordinary | Stock | $1K–$15K | High | Report |
| AMAT Merrill Lynch Tax Efficient Core ⇒ Applied Materials, Inc. ( | Stock | $1K–$15K | High | Report |
| T Merrill Lynch Tax Efficient Core ⇒ AT&T Inc. (T) | Stock | $1K–$15K | High | Report |
| ADSK Merrill Lynch Tax Efficient Core ⇒ Autodesk, Inc. (ADSK) | Stock | $1K–$15K | High | Report |
| ADP Merrill Lynch Tax Efficient Core ⇒ Automatic Data Processing | Stock | $1K–$15K | High | Report |
| BKR Merrill Lynch Tax Efficient Core ⇒ Baker Hughes Company (BKR | Stock | $1K–$15K | High | Report |
| TECH Merrill Lynch Tax Efficient Core ⇒ Bio-Techne Corp - Common | Stock | $1K–$15K | High | Report |
| BLK Merrill Lynch Tax Efficient Core ⇒ BlackRock, Inc. (BLK) | Stock | $1K–$15K | High | Report |
| BKNG Merrill Lynch Tax Efficient Core ⇒ Booking Holdings Inc. (BK | Stock | $1K–$15K | High | Report |
| BR Merrill Lynch Tax Efficient Core ⇒ Broadridge Financial Solu | Stock | $1K–$15K | High | Report |
| CP Merrill Lynch Tax Efficient Core ⇒ Canadian Pacific Kansas C | Stock | $1K–$15K | High | Report |
| CCL Merrill Lynch Tax Efficient Core ⇒ Carnival Corporation (CCL | Stock | $1K–$15K | High | Report |
| CAT Merrill Lynch Tax Efficient Core ⇒ Caterpillar, Inc. (CAT) | Stock | $1K–$15K | High | Report |
| CBRE Merrill Lynch Tax Efficient Core ⇒ CBRE Group Inc Common Sto | Stock | $1K–$15K | High | Report |
| SCHW Merrill Lynch Tax Efficient Core ⇒ Charles Schwab Corporatio | Stock | $1K–$15K | High | Report |
| CB Merrill Lynch Tax Efficient Core ⇒ Chubb Limited (CB) | Stock | $1K–$15K | High | Report |
| CHD Merrill Lynch Tax Efficient Core ⇒ Church & Dwight Company, | Stock | $1K–$15K | High | Report |
| C Merrill Lynch Tax Efficient Core ⇒ Citigroup, Inc. (C) | Stock | $1K–$15K | High | Report |
| CME Merrill Lynch Tax Efficient Core ⇒ CME Group Inc. - Class A | Stock | $1K–$15K | High | Report |
| KO Merrill Lynch Tax Efficient Core ⇒ Coca-Cola Company (KO) | Stock | $1K–$15K | High | Report |
| CMA Merrill Lynch Tax Efficient Core ⇒ Comerica Incorporated (CM | Stock | $1K–$15K | High | Report |
| ED Merrill Lynch Tax Efficient Core ⇒ Consolidated Edison, Inc. | Stock | $1K–$15K | High | Report |
| GLW Merrill Lynch Tax Efficient Core ⇒ Corning Incorporated Comm | Stock | $1K–$15K | High | Report |
| CPAY Merrill Lynch Tax Efficient Core ⇒ Corpay, Inc. Common Stock | Stock | $1K–$15K | High | Report |
| CTVA Merrill Lynch Tax Efficient Core ⇒ Corteva, Inc. (CTVA) | Stock | $1K–$15K | High | Report |
| COST Merrill Lynch Tax Efficient Core ⇒ Costco Wholesale Corporat | Stock | $1K–$15K | High | Report |
| CSX Merrill Lynch Tax Efficient Core ⇒ CSX Corporation (CSX) | Stock | $1K–$15K | High | Report |
| CMI Merrill Lynch Tax Efficient Core ⇒ Cummins Inc. (CMI) | Stock | $1K–$15K | High | Report |
| DVN Merrill Lynch Tax Efficient Core ⇒ Devon Energy Corporation | Stock | $1K–$15K | High | Report |
| DG Merrill Lynch Tax Efficient Core ⇒ Dollar General Corporatio | Stock | $1K–$15K | High | Report |
| DTE Merrill Lynch Tax Efficient Core ⇒ DTE Energy Company Common | Stock | $1K–$15K | High | Report |
| DUK Merrill Lynch Tax Efficient Core ⇒ Duke Energy Corporation ( | Stock | $1K–$15K | High | Report |
| DD Merrill Lynch Tax Efficient Core ⇒ DuPont de Nemours, Inc. ( | Stock | $1K–$15K | High | Report |
| EMR Merrill Lynch Tax Efficient Core ⇒ Emerson Electric Company | Stock | $1K–$15K | High | Report |
| ETR Merrill Lynch Tax Efficient Core ⇒ Entergy Corporation (ETR) | Stock | $1K–$15K | High | Report |
| EVRG Merrill Lynch Tax Efficient Core ⇒ Evergy, Inc. (EVRG) | Stock | $1K–$15K | High | Report |
| XOM Merrill Lynch Tax Efficient Core ⇒ Exxon Mobil Corporation ( | Stock | $1K–$15K | High | Report |
| FAST Merrill Lynch Tax Efficient Core ⇒ Fastenal Company - Common | Stock | $1K–$15K | High | Report |
| F Merrill Lynch Tax Efficient Core ⇒ Ford Motor Company (F) | Stock | $1K–$15K | High | Report |
| FTNT Merrill Lynch Tax Efficient Core ⇒ Fortinet, Inc. - Common S | Stock | $1K–$15K | High | Report |
| FOXA Merrill Lynch Tax Efficient Core ⇒ Fox Corporation - Class A | Stock | $1K–$15K | High | Report |
| FOX Merrill Lynch Tax Efficient Core ⇒ Fox Corporation - Class B | Stock | $1K–$15K | High | Report |
| GRMN Merrill Lynch Tax Efficient Core ⇒ Garmin Ltd. Common Stock | Stock | $1K–$15K | High | Report |
| GEV Merrill Lynch Tax Efficient Core ⇒ GE Vernova Inc. Common St | Stock | $1K–$15K | High | Report |
| GD Merrill Lynch Tax Efficient Core ⇒ General Dynamics Corporat | Stock | $1K–$15K | High | Report |
| GM Merrill Lynch Tax Efficient Core ⇒ General Motors Company (G | Stock | $1K–$15K | High | Report |
| GILD Merrill Lynch Tax Efficient Core ⇒ Gilead Sciences, Inc. (GI | Stock | $1K–$15K | High | Report |
| GS Merrill Lynch Tax Efficient Core ⇒ Goldman Sachs Group, Inc. | Stock | $1K–$15K | High | Report |
| HAL Merrill Lynch Tax Efficient Core ⇒ Halliburton Company (HAL) | Stock | $1K–$15K | High | Report |
| HPE Merrill Lynch Tax Efficient Core ⇒ Hewlett Packard Enterpris | Stock | $1K–$15K | High | Report |
| HLT Merrill Lynch Tax Efficient Core ⇒ Hilton Worldwide Holdings | Stock | $1K–$15K | High | Report |
| HD Merrill Lynch Tax Efficient Core ⇒ Home Depot, Inc. (HD) | Stock | $1K–$15K | High | Report |
| HWM Merrill Lynch Tax Efficient Core ⇒ Howmet Aerospace Inc. (HW | Stock | $1K–$15K | High | Report |
| ITW Merrill Lynch Tax Efficient Core ⇒ Illinois Tool Works Inc. | Stock | $1K–$15K | High | Report |
| ICE Merrill Lynch Tax Efficient Core ⇒ Intercontinental Exchange | Stock | $1K–$15K | High | Report |
| IBM Merrill Lynch Tax Efficient Core ⇒ International Business Ma | Stock | $1K–$15K | High | Report |
| INTU Merrill Lynch Tax Efficient Core ⇒ Intuit Inc. (INTU) | Stock | $1K–$15K | High | Report |
| JCI Merrill Lynch Tax Efficient Core ⇒ Johnson Controls Internat | Stock | $1K–$15K | High | Report |
| KIM Merrill Lynch Tax Efficient Core ⇒ Kimco Realty Corporation | Stock | $1K–$15K | High | Report |
| KMI Merrill Lynch Tax Efficient Core ⇒ Kinder Morgan, Inc. (KMI) | Stock | $1K–$15K | High | Report |
| LRCX Merrill Lynch Tax Efficient Core ⇒ Lam Research Corporation | Stock | $1K–$15K | High | Report |
| LEN Merrill Lynch Tax Efficient Core ⇒ Lennar Corporation Class | Stock | $1K–$15K | High | Report |
| LIN Merrill Lynch Tax Efficient Core ⇒ Linde plc Ordinary Shares | Stock | $1K–$15K | High | Report |
| LMT Merrill Lynch Tax Efficient Core ⇒ Lockheed Martin Corporati | Stock | $1K–$15K | High | Report |
| LOW Merrill Lynch Tax Efficient Core ⇒ Lowe's Companies, Inc. (L | Stock | $1K–$15K | High | Report |
| MTB Merrill Lynch Tax Efficient Core ⇒ M&T Bank Corporation Comm | Stock | $1K–$15K | High | Report |
| MMC Merrill Lynch Tax Efficient Core ⇒ Marsh & McLennan Companie | Stock | $1K–$15K | High | Report |
| MAS Merrill Lynch Tax Efficient Core ⇒ Masco Corporation (MAS) | Stock | $1K–$15K | High | Report |
| MCK Merrill Lynch Tax Efficient Core ⇒ McKesson Corporation (MCK | Stock | $1K–$15K | High | Report |
| MRK Merrill Lynch Tax Efficient Core ⇒ Merck & Company, Inc. Com | Stock | $1K–$15K | High | Report |
| MET Merrill Lynch Tax Efficient Core ⇒ MetLife, Inc. (MET) | Stock | $1K–$15K | High | Report |
| MU Merrill Lynch Tax Efficient Core ⇒ Micron Technology, Inc. ( | Stock | $1K–$15K | High | Report |
| MCO Merrill Lynch Tax Efficient Core ⇒ Moody's Corporation Commo | Stock | $1K–$15K | High | Report |
| NDAQ Merrill Lynch Tax Efficient Core ⇒ Nasdaq, Inc. (NDAQ) | Stock | $1K–$15K | High | Report |
| NEM Merrill Lynch Tax Efficient Core ⇒ Newmont Corporation (NEM) | Stock | $1K–$15K | High | Report |
| NSC Merrill Lynch Tax Efficient Core ⇒ Norfolk Southern Corporat | Stock | $1K–$15K | High | Report |
| NOC Merrill Lynch Tax Efficient Core ⇒ Northrop Grumman Corporat | Stock | $1K–$15K | High | Report |
| NRG Merrill Lynch Tax Efficient Core ⇒ NRG Energy, Inc. Common S | Stock | $1K–$15K | High | Report |
| NUE Merrill Lynch Tax Efficient Core ⇒ Nucor Corporation Common | Stock | $1K–$15K | High | Report |
| ORLY Merrill Lynch Tax Efficient Core ⇒ O'Reilly Automotive, Inc. | Stock | $1K–$15K | High | Report |
| OKE Merrill Lynch Tax Efficient Core ⇒ ONEOK, Inc. Common Stock | Stock | $1K–$15K | High | Report |
| PCAR Merrill Lynch Tax Efficient Core ⇒ PACCAR Inc. - Common Stoc | Stock | $1K–$15K | High | Report |
| PH Merrill Lynch Tax Efficient Core ⇒ Parker-Hannifin Corporati | Stock | $1K–$15K | High | Report |
| PEP Merrill Lynch Tax Efficient Core ⇒ Pepsico, Inc. (PEP) | Stock | $1K–$15K | High | Report |
| PSX Merrill Lynch Tax Efficient Core ⇒ Phillips 66 Common Stock | Stock | $1K–$15K | High | Report |
| PNC Merrill Lynch Tax Efficient Core ⇒ PNC Financial Services Gr | Stock | $1K–$15K | High | Report |
| PFG Merrill Lynch Tax Efficient Core ⇒ Principal Financial Group | Stock | $1K–$15K | High | Report |
| PG Merrill Lynch Tax Efficient Core ⇒ Procter & Gamble Company | Stock | $1K–$15K | High | Report |
| PGR Merrill Lynch Tax Efficient Core ⇒ Progressive Corporation ( | Stock | $1K–$15K | High | Report |
| PLD Merrill Lynch Tax Efficient Core ⇒ ProLogis, Inc. (PLD) | Stock | $1K–$15K | High | Report |
| PRU Merrill Lynch Tax Efficient Core ⇒ Prudential Financial, Inc | Stock | $1K–$15K | High | Report |
| Q Merrill Lynch Tax Efficient Core ⇒ Qnity Electronics, Inc. C | Stock | $1K–$15K | High | Report |
| QCOM Merrill Lynch Tax Efficient Core ⇒ QUALCOMM Incorporated (QC | Stock | $1K–$15K | High | Report |
| RJF Merrill Lynch Tax Efficient Core ⇒ Raymond James Financial, | Stock | $1K–$15K | High | Report |
| RF Merrill Lynch Tax Efficient Core ⇒ Regions Financial Corpora | Stock | $1K–$15K | High | Report |
| RSG Merrill Lynch Tax Efficient Core ⇒ Republic Services, Inc. ( | Stock | $1K–$15K | High | Report |
| RMD Merrill Lynch Tax Efficient Core ⇒ ResMed Inc. (RMD) | Stock | $1K–$15K | High | Report |
| ROP Merrill Lynch Tax Efficient Core ⇒ Roper Technologies, Inc. | Stock | $1K–$15K | High | Report |
| RTX Merrill Lynch Tax Efficient Core ⇒ RTX Corporation (RTX) | Stock | $1K–$15K | High | Report |
| SPGI Merrill Lynch Tax Efficient Core ⇒ S&P Global Inc. (SPGI) | Stock | $1K–$15K | High | Report |
| CRM Merrill Lynch Tax Efficient Core ⇒ Salesforce, Inc. (CRM) | Stock | $1K–$15K | High | Report |
| SPG Merrill Lynch Tax Efficient Core ⇒ Simon Property Group, Inc | Stock | $1K–$15K | High | Report |
| SO Merrill Lynch Tax Efficient Core ⇒ Southern Company (SO) | Stock | $1K–$15K | High | Report |
| STT Merrill Lynch Tax Efficient Core ⇒ State Street Corporation | Stock | $1K–$15K | High | Report |
| SYF Merrill Lynch Tax Efficient Core ⇒ Synchrony Financial Commo | Stock | $1K–$15K | High | Report |
| TMUS Merrill Lynch Tax Efficient Core ⇒ T-Mobile US, Inc. (TMUS) | Stock | $1K–$15K | High | Report |
| TPR Merrill Lynch Tax Efficient Core ⇒ Tapestry, Inc. Common Sto | Stock | $1K–$15K | High | Report |
| TXN Merrill Lynch Tax Efficient Core ⇒ Texas Instruments Incorpo | Stock | $1K–$15K | High | Report |
| TRV Merrill Lynch Tax Efficient Core ⇒ The Travelers Companies, | Stock | $1K–$15K | High | Report |
| TMO Merrill Lynch Tax Efficient Core ⇒ Thermo Fisher Scientific | Stock | $1K–$15K | High | Report |
| TJX Merrill Lynch Tax Efficient Core ⇒ TJX Companies, Inc. (TJX) | Stock | $1K–$15K | High | Report |
| TFC Merrill Lynch Tax Efficient Core ⇒ Truist Financial Corporat | Stock | $1K–$15K | High | Report |
| UNP Merrill Lynch Tax Efficient Core ⇒ Union Pacific Corporation | Stock | $1K–$15K | High | Report |
| UAL Merrill Lynch Tax Efficient Core ⇒ United Airlines Holdings, | Stock | $1K–$15K | High | Report |
| URI Merrill Lynch Tax Efficient Core ⇒ United Rentals, Inc. (URI | Stock | $1K–$15K | High | Report |
| UHS Merrill Lynch Tax Efficient Core ⇒ Universal Health Services | Stock | $1K–$15K | High | Report |
| UNM Merrill Lynch Tax Efficient Core ⇒ Unum Group (UNM) | Stock | $1K–$15K | High | Report |
| VRTX Merrill Lynch Tax Efficient Core ⇒ Vertex Pharmaceuticals In | Stock | $1K–$15K | High | Report |
| GWW Merrill Lynch Tax Efficient Core ⇒ W.W. Grainger, Inc. (GWW) | Stock | $1K–$15K | High | Report |
| WBD Merrill Lynch Tax Efficient Core ⇒ Warner Bros. Discovery, I | Stock | $1K–$15K | High | Report |
| WM Merrill Lynch Tax Efficient Core ⇒ Waste Management, Inc. (W | Stock | $1K–$15K | High | Report |
| WELL Merrill Lynch Tax Efficient Core ⇒ Welltower Inc. (WELL) | Stock | $1K–$15K | High | Report |
| WMB Merrill Lynch Tax Efficient Core ⇒ Williams Companies, Inc. | Stock | $1K–$15K | High | Report |
Sources: U.S. House Clerk Periodic Transaction Reports (disclosures-clerk.house.gov) and U.S. Senate eFD Periodic Transaction Reports (efdsearch.senate.gov), filed 2024 to present; SEC EDGAR submissions (Form 4 and 8-K filing dates); committee assignments from the unitedstates/congress-legislators project (current membership); daily closing prices from Yahoo Finance's public chart data (query1.finance.yahoo.com), which is unofficial and may be revised. Built 2026-11-03.