Congressional stock trades · Member
Daniel Meuser
Representative · PA-9 · Republican
80 published transactions from periodic transaction reports since 2020, shown as filed. Amounts are the ranges on the form. Each row links to its filing. Holdings from 7 annual reports are below.
Current committees: House Committee on Financial Services; House Committee on Small Business.
| Disclosed | Traded | Days | Owner | Asset | Type | Amount range (as filed) | Source |
|---|---|---|---|---|---|---|---|
| 2026-07-02 | 2026-06-15 | 17 | Dependent | SPCXSpace Exploration Technologies Corp. - Class A Common Stock | Purchase | $15,001 - $50,000 | Clerk → |
| 2026-07-02 | 2026-05-27 | 36 | Spouse | NVDANVIDIA Corporation - Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2026-05-21 | 2026-04-24 | 27 | Spouse | NVDANVIDIA Corporation - Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2026-04-21 | 2026-03-25 | 27 | Spouse | NVDANVIDIA Corporation - Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2026-04-03 | 2026-02-25 | 37 | Spouse | NVDANVIDIA Corporation - Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2026-02-17 | 2026-01-30 | 18 | Spouse | NVDANVIDIA Corporation - Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2026-02-17 | 2026-01-14 | 34 | Spouse | NVDANVIDIA Corporation - Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2025-08-20 | 2025-02-11 | 190 ·>45 | Spouse | NVDANVIDIA Corporation - Common Stock | Sale (partial) | $250,001 - $500,000 | Clerk → |
| 2025-08-20 | 2025-02-11 | 190 ·>45 | Spouse | AAPLApple Inc. - Common Stock | Sale | $15,001 - $50,000 | Clerk → |
| 2025-08-20 | 2025-02-11 | 190 ·>45 | Spouse | APTVAptiv PLC Ordinary Shares | Sale | $1,001 - $15,000 | Clerk → |
| 2025-08-20 | 2025-02-11 | 190 ·>45 | Spouse | MDLZMondelez International, Inc. - Class A Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-08-20 | 2025-02-11 | 190 ·>45 | Spouse | QCOMQUALCOMM Incorporated - Common Stock | Sale | $15,001 - $50,000 | Clerk → |
| 2025-08-20 | 2025-02-11 | 190 ·>45 | Spouse | AMGNAmgen Inc. - Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-08-20 | 2025-02-11 | 190 ·>45 | Spouse | GOOGLAlphabet Inc. - Class A Common Stock | Sale | $50,001 - $100,000 | Clerk → |
| 2025-08-20 | 2025-02-11 | 190 ·>45 | Spouse | VVisa Inc. | Sale | $15,001 - $50,000 | Clerk → |
| 2025-08-20 | 2025-02-11 | 190 ·>45 | Spouse | MSFTMicrosoft Corporation - Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2024-10-01 | 316 ·>45 | Spouse | NVDANVIDIA Corporation - Common Stock | Sale (partial) | $500,001 - $1,000,000 | Clerk → |
| 2025-08-13 | 2024-08-07 | 371 ·>45 | Spouse | NVDANVIDIA Corporation - Common Stock | Sale (partial) | $250,001 - $500,000 | Clerk → |
| 2024-08-03 | 2024-07-24 | 10 | Spouse | US Treasury Bill 12/05/2024 | Sale | $250,001 - $500,000 | Clerk → |
| 2024-08-03 | 2024-07-13 | 21 | Spouse | US Treasury Bill 12/05/2024 | Purchase | $250,001 - $500,000 | Clerk → |
| 2024-05-13 | 2024-04-20 | 23 | Spouse | US Treasury Bill 06/13/2024 | Purchase | $250,001 - $500,000 | Clerk → |
| 2024-03-21 | 2024-02-23 | 27 | Spouse | US Treasury Bill | Purchase | $250,001 - $500,000 | Clerk → |
| 2024-03-21 | 2024-02-20 | 30 | Dependent | NVDANVIDIA Corporation - Common Stock | Sale (partial) | $15,001 - $50,000 | Clerk → |
| 2024-03-21 | 2024-02-20 | 30 | Dependent | NVDANVIDIA Corporation - Common Stock | Sale (partial) | $15,001 - $50,000 | Clerk → |
| 2024-03-21 | 2024-02-20 | 30 | Spouse | NVDANVIDIA Corporation - Common Stock | Sale (partial) | $250,001 - $500,000 | Clerk → |
| 2023-09-14 | 2023-08-14 | 31 | Spouse | NVDANVIDIA Corporation | Sale (partial) | $100,001 - $250,000 | Clerk → |
| 2023-09-14 | 2023-08-14 | 31 | Dependent | NVDANVIDIA Corporation | Sale (partial) | $15,001 - $50,000 | Clerk → |
| 2023-09-14 | 2023-08-14 | 31 | Dependent | NVDANVIDIA Corporation | Sale (partial) | $15,001 - $50,000 | Clerk → |
| 2023-06-26 | 2023-05-31 | 26 | Spouse | NVDANVIDIA Corporation | Sale (partial) | $250,001 - $500,000 | Clerk → |
| 2023-06-03 | 2023-05-05 | 29 | Spouse | NVDANVIDIA Corporation | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2023-04-25 | 2023-03-27 | 29 | Spouse | Roche Holdings AG Basel American Depositary Shares | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2023-03-30 | 2023-02-28 | 30 | Spouse | Roche Holdings AG Basel American Depositary Shares | Sale | $1,001 - $15,000 | Clerk → |
| 2022-02-16 | 2022-01-21 | 26 | Spouse | NVDANVIDIA Corporation | Sale (partial) | $100,001 - $250,000 | Clerk → |
| 2022-02-16 | 2022-01-21 | 26 | Dependent | NVDANVIDIA Corporation | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2022-02-16 | 2022-01-21 | 26 | Dependent | NVDANVIDIA Corporation | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2021-08-11 | 2020-04-02 | 496 ·>45 | Dependent | Roche Holdings Ag Basel Ordinary Shares | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2021-08-11 | 2020-04-02 | 496 ·>45 | Dependent | BPBP p.l.c. | Sale | $1,001 - $15,000 | Clerk → |
| 2021-08-11 | 2020-04-02 | 496 ·>45 | Dependent | KHCThe Kraft Heinz Company | Sale | $1,001 - $15,000 | Clerk → |
| 2021-08-11 | 2020-03-31 | 498 ·>45 | Dependent | MSFTMicrosoft Corporation | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2021-08-11 | 2020-03-31 | 498 ·>45 | Dependent | NUENucor Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2021-08-11 | 2020-03-31 | 498 ·>45 | Dependent | CBChubb Limited | Sale | $1,001 - $15,000 | Clerk → |
| 2021-08-11 | 2020-03-31 | 498 ·>45 | Dependent | XOMExxon Mobil Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2021-08-11 | 2020-03-31 | 498 ·>45 | Dependent | NSCNorfolk Southern Corporation | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2021-08-11 | 2020-03-31 | 498 ·>45 | Dependent | BPBP p.l.c. | Sale | $1,001 - $15,000 | Clerk → |
| 2021-08-11 | 2020-03-30 | 499 ·>45 | Dependent | VVisa Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-08-11 | 2020-03-30 | 499 ·>45 | Dependent | DISWalt Disney Company | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-08-11 | 2020-03-30 | 499 ·>45 | Dependent | GOOGAlphabet Inc. - Class C Capital Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-08-11 | 2020-03-30 | 499 ·>45 | Dependent | MSFTMicrosoft Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-08-11 | 2020-03-26 | 503 ·>45 | Spouse | GOOGLAlphabet Inc. - Class A | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-08-11 | 2020-03-26 | 503 ·>45 | Dependent | VVisa Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-08-11 | 2020-03-26 | 503 ·>45 | Dependent | DISWalt Disney Company | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-08-11 | 2020-03-26 | 503 ·>45 | Dependent | MSFTMicrosoft Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-08-11 | 2020-03-26 | 503 ·>45 | Spouse | VVisa Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-08-11 | 2020-03-26 | 503 ·>45 | Dependent | MSFTMicrosoft Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-08-11 | 2020-03-26 | 503 ·>45 | Dependent | GOOGLAlphabet Inc. - Class A | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-08-11 | 2020-03-26 | 503 ·>45 | Dependent | DISWalt Disney Company | Purchase | $15,001 - $50,000 | Clerk → |
| 2021-08-11 | 2020-03-26 | 503 ·>45 | Dependent | GOOGLAlphabet Inc. - Class A | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-08-11 | 2020-03-26 | 503 ·>45 | Dependent | VVisa Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-08-11 | 2020-03-26 | 503 ·>45 | Dependent | GOOGLAlphabet Inc. - Class A | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-08-11 | 2020-03-26 | 503 ·>45 | Dependent | MSFTMicrosoft Corporation | Purchase | $15,001 - $50,000 | Clerk → |
| 2021-08-11 | 2020-03-26 | 503 ·>45 | Dependent | GOOGLAlphabet Inc. - Class A | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-08-11 | 2020-03-26 | 503 ·>45 | Spouse | BPBP p.l.c. | Sale | $1,001 - $15,000 | Clerk → |
| 2021-08-11 | 2020-03-26 | 503 ·>45 | Dependent | DISWalt Disney Company | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-08-11 | 2020-03-26 | 503 ·>45 | Dependent | VVisa Inc. | Purchase | $15,001 - $50,000 | Clerk → |
| 2021-08-11 | 2020-03-26 | 503 ·>45 | Dependent | DISWalt Disney Company | Purchase | $15,001 - $50,000 | Clerk → |
| 2021-08-11 | 2020-03-26 | 503 ·>45 | Dependent | GOOGLAlphabet Inc. - Class A | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-08-11 | 2020-03-26 | 503 ·>45 | Dependent | MSFTMicrosoft Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-08-11 | 2020-03-26 | 503 ·>45 | Dependent | VVisa Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-08-11 | 2020-03-26 | 503 ·>45 | Dependent | VVisa Inc. | Purchase | $15,001 - $50,000 | Clerk → |
| 2021-08-11 | 2020-03-26 | 503 ·>45 | Spouse | MSFTMicrosoft Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-08-11 | 2020-03-26 | 503 ·>45 | Dependent | MSFTMicrosoft Corporation | Purchase | $15,001 - $50,000 | Clerk → |
| 2020-08-13 | 2019-12-11 | 246 ·>45 | Dependent | ABBVAbbVie Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-08-13 | 2019-12-11 | 246 ·>45 | Dependent | ETFMG Prime Cyber Security ETF | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2020-08-13 | 2019-12-11 | 246 ·>45 | Dependent | Roche Holdings Ag Basel American Depositary Shares | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2020-08-13 | 2019-06-06 | 434 ·>45 | Dependent | ADPAutomatic Data Processing, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-08-13 | 2019-06-06 | 434 ·>45 | Dependent | PGProcter & gamble Company | Sale | $1,001 - $15,000 | Clerk → |
| 2020-08-13 | 2019-06-06 | 434 ·>45 | Dependent | GPCGenuine Parts Company | Sale | $1,001 - $15,000 | Clerk → |
| 2020-08-13 | 2019-06-06 | 434 ·>45 | Dependent | QCOMQUALCOMM Incorporated | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2020-08-13 | 2019-06-06 | 434 ·>45 | Dependent | BRK.BBerkshire Hathaway Inc. New | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2020-08-13 | 2019-06-06 | 434 ·>45 | Dependent | KHCThe Kraft Heinz Company | Sale | $1,001 - $15,000 | Clerk → |
How these are read and published: methodology.
Holdings · annual financial disclosure
Assets listed on the 2023 report.
248 assets with a value on the report filed 2024-08-13, 133 of them shares or options of a listed company. Values are the ranges on the form. Assets are held by the member, a spouse or a dependent child, as reported. Open the report.
| Asset | Type | Owner | Value (as filed) |
|---|---|---|---|
| Alta Mar Oeve LLC | Other | Spouse | $1,001 - $15,000 |
| Anadarko E&P Onshore LLC | Other | Spouse | $1,001 - $15,000 |
| Chesapeake Operating LLC | Other | Spouse | $1,001 - $15,000 |
| Eagle Resources LLC | Other | Spouse | $1,001 - $15,000 |
| EQNREquinor ASA | Stock | Spouse | $1,001 - $15,000 |
| Fairland Resources LLC | Other | Spouse | $100,001 - $250,000 |
| M&T Bank Accounts | Other | Spouse | $50,001 - $100,000 |
| M&T Bank Accounts | Other | Joint | $1,000,001 - $5,000,000 |
| M&T Bank Accounts | Other | Dependent | $250,001 - $500,000 |
| M&T Bank Accounts | Other | Member | $15,001 - $50,000 |
| AB Concentrated Growth | Fund | Joint | None |
| AMG River Road Small Cap Value | Fund | Joint | None |
| Baillie Gifford Emerging Markets Equity Fund | Fund | Joint | None |
| Blackrock Event Driven Equity Fund | Fund | Joint | None |
| Columbia Overseas Value | Fund | Joint | None |
| Harbor Large Cap Value Fund | Fund | Joint | None |
| IShares Core MSCI EAFE | Fund | Joint | None |
| IShares Core MSCI Emerging Markets | Fund | Joint | None |
| IShares Edge MSCI USA Quality Factor | Fund | Joint | None |
| IShares MSCI EAFE Value | Fund | Joint | None |
| IShares MSCI USA Value Factor | Fund | Joint | None |
| IShares Russell 1000 Growth | Fund | Joint | None |
| IShares Russell 1000 Value | Fund | Joint | None |
| IShares S&P Small Cap 600 Growth | Fund | Joint | None |
| Nuveen Short Duration High Yield Bond | Fund | Joint | None |
| T Rowe Price Large Cap Growth | Fund | Joint | None |
| T Rowe Price Tax Free High Yield Fund | Fund | Joint | None |
| T Rowe Price Tax Free Income Fund | Fund | Joint | None |
| Virtus KAR Small Cap | Fund | Joint | None |
| WCM Focused International Growth | Fund | Joint | None |
| Wilmington Global Alpha Equities Fund | Fund | Joint | None |
| Wilmington International Fund | Fund | Joint | None |
| Wilmington Large Cap Strategy Fund | Fund | Joint | None |
| Wilmington Municipal Bond Fund | Fund | Joint | None |
| Wilmington Real Asset Fund | Fund | Joint | None |
| American Century Equity Growth Fund | Fund | Member | $250,001 - $500,000 |
| Vanguard 500 Index Fund | Fund | Member | $100,001 - $250,000 |
| Pride Mobility Cash Account | Other | Member | $100,001 - $250,000 |
| Pride Mobility Employer Stock | Other | Member | $500,001 - $1,000,000 |
| Pride Mobility Products Co | Other | Member | $25,000,001 - $50,000,000 |
| Pride Mobility Products Co | Other | Spouse | $1,000,001 - $5,000,000 |
| Pride Mobility Products Co | Other | Dependent | $5,000,001 - $25,000,000 |
| Pride Mobility Products Co | Other | Dependent | $5,000,001 - $25,000,000 |
| Rental Property | Other | Joint | $500,001 - $1,000,000 |
| GOOGLAlphabet Inc. - Class A | Stock | Spouse | $15,001 - $50,000 |
| AMGNAmgen Inc. | Stock | Spouse | $1,001 - $15,000 |
| AAPLApple Inc. | Stock | Spouse | $15,001 - $50,000 |
| APTVAptiv PLC Ordinary Shares | Stock | Spouse | $1,001 - $15,000 |
| Invacare Corporation | Stock | Spouse | None |
| iShares National Muni Bond ETF | Fund | Spouse | None |
| MSFTMicrosoft Corporation | Stock | Spouse | $1,001 - $15,000 |
| MDLZMondelez International, Inc. - Class A | Stock | Spouse | $1,001 - $15,000 |
| NVDANVIDIA Corporation | Stock | Spouse | $500,001 - $1,000,000 |
| QCOMQUALCOMM Incorporated | Stock | Spouse | $1,001 - $15,000 |
| Roche Holdings AG Basel American Depositary Shares | Stock | Spouse | None |
| Schwab Government Money Fund - Investor Shares | Fund | Spouse | $100,001 - $250,000 |
| Schwab Sweep Account | Other | Spouse | $1,001 - $15,000 |
| Vanguard Mid Cap | Fund | Spouse | $15,001 - $50,000 |
| Vanguard Russell 1000 Growth | Fund | Spouse | $15,001 - $50,000 |
| Vanguard Russell 1000 Value | Fund | Spouse | $15,001 - $50,000 |
| Vanguard S&P 500 | Fund | Spouse | $1,001 - $15,000 |
| Vanguard Small Cap | Fund | Spouse | $1,001 - $15,000 |
| VVisa Inc. | Stock | Spouse | $1,001 - $15,000 |
| ABTAbbott Laboratories | Stock | Dependent | $1,001 - $15,000 |
| ABBVAbbVie Inc. | Stock | Dependent | $1,001 - $15,000 |
| GOOGLAlphabet Inc. - Class A | Stock | Dependent | $15,001 - $50,000 |
| AMGNAmgen Inc. | Stock | Dependent | $1,001 - $15,000 |
| EMREmerson Electric Company | Stock | Dependent | $1,001 - $15,000 |
| ETFMG Prime Cyber Security ETF | Stock | Dependent | $1,001 - $15,000 |
| XOMExxon Mobil Corporation | Stock | Dependent | $1,001 - $15,000 |
| FNBF.N.B. Corporation | Stock | Dependent | $15,001 - $50,000 |
| GISGeneral Mills, Inc. | Stock | Dependent | $1,001 - $15,000 |
| GPCGenuine Parts Company | Stock | Dependent | $1,001 - $15,000 |
| HONHoneywell International Inc. | Stock | Dependent | $1,001 - $15,000 |
| JPMJP Morgan Chase & Co. | Stock | Dependent | $15,001 - $50,000 |
| KMBKimberly-Clark Corporation | Stock | Dependent | $1,001 - $15,000 |
| Leggett & Platt, Incorporated | Stock | Dependent | $1 - $1,000 |
| LMTLockheed Martin Corporation | Stock | Dependent | $1,001 - $15,000 |
| MCDMcDonald's Corporation | Stock | Dependent | $1,001 - $15,000 |
| MRKMerck & Company, Inc. Common Stock | Stock | Dependent | $1,001 - $15,000 |
| METAMeta Platforms, Inc. - Class A | Stock | Dependent | $15,001 - $50,000 |
| MSFTMicrosoft Corporation | Stock | Dependent | $50,001 - $100,000 |
| MDLZMondelez International, Inc. - Class A | Stock | Dependent | $1,001 - $15,000 |
| NKENike, Inc. | Stock | Dependent | $1,001 - $15,000 |
| NSCNorfolk Southern Corporation | Stock | Dependent | $1,001 - $15,000 |
| NUENucor Corporation | Stock | Dependent | $1,001 - $15,000 |
| NVDANVIDIA Corporation | Stock | Dependent | $100,001 - $250,000 |
| PFEPfizer, Inc. | Stock | Dependent | $1,001 - $15,000 |
| PNCPNC Financial Services Group, Inc. | Stock | Dependent | $1,001 - $15,000 |
| PGProcter & Gamble Company | Stock | Dependent | $1,001 - $15,000 |
| QCOMQUALCOMM Incorporated | Stock | Dependent | $15,001 - $50,000 |
| Roche Holdings AG Basel American Depositary Shares | Stock | Dependent | $1,001 - $15,000 |
| Schwab Government Money SNVXX | Other | Dependent | $15,001 - $50,000 |
| Schwab Sweep Account | Other | Dependent | $15,001 - $50,000 |
| Schwab US Mid Cap | Fund | Dependent | $1,001 - $15,000 |
| VVisa Inc. | Stock | Dependent | $1,001 - $15,000 |
| WPCW.P. Carey Inc. REIT | Stock | Dependent | $1,001 - $15,000 |
| DISWalt Disney Company | Stock | Dependent | $1,001 - $15,000 |
| WMWaste Management, Inc. | Stock | Dependent | $1,001 - $15,000 |
| WFCWells Fargo & Company | Stock | Dependent | $1,001 - $15,000 |
| ABTAbbott Laboratories | Stock | Dependent | $1,001 - $15,000 |
| GOOGLAlphabet Inc. - Class A | Stock | Dependent | $15,001 - $50,000 |
| AALAmerican Airlines Group, Inc. | Stock | Dependent | $1,001 - $15,000 |
| AMGNAmgen Inc. | Stock | Dependent | $1,001 - $15,000 |
| AAPLApple Inc. | Stock | Dependent | $15,001 - $50,000 |
| APTVAptiv PLC Ordinary Shares | Stock | Dependent | $1,001 - $15,000 |
| BPBP p.l.c. | Stock | Dependent | $1,001 - $15,000 |
| ETFMG Prime Cyber Security ETF | Stock | Dependent | $1,001 - $15,000 |
| IShares S&P National Muni Bond Fund | Fund | Dependent | $15,001 - $50,000 |
| MCDMcDonald's Corporation | Stock | Dependent | $1,001 - $15,000 |
| MDTMedtronic plc. Ordinary Shares | Stock | Dependent | $1,001 - $15,000 |
| MSFTMicrosoft Corporation | Stock | Dependent | $15,001 - $50,000 |
| PFEPfizer, Inc. | Stock | Dependent | $1,001 - $15,000 |
| PNCPNC Financial Services Group, Inc. | Stock | Dependent | $1,001 - $15,000 |
| Roche Holdings AG Basel American Depositary Shares | Stock | Dependent | $1,001 - $15,000 |
| Schwab Government Money SNVXX | Other | Dependent | $100,001 - $250,000 |
| Schwab Sweep Account | Other | Dependent | $15,001 - $50,000 |
| Schwab US Mid Cap | Fund | Dependent | $15,001 - $50,000 |
| Vanguard FTSE World Ex-US | Fund | Dependent | $15,001 - $50,000 |
| Vanguard Mid Cap | Fund | Dependent | $15,001 - $50,000 |
| Vanguard Russell 1000 Growth | Fund | Dependent | $1,001 - $15,000 |
| Vanguard Russell 1000 Value | Fund | Dependent | $15,001 - $50,000 |
| Vanguard S&P 500 | Fund | Dependent | $1,001 - $15,000 |
| Vanguard Small Cap | Fund | Dependent | $15,001 - $50,000 |
| VVisa Inc. | Stock | Dependent | $15,001 - $50,000 |
| DISWalt Disney Company | Stock | Dependent | $1,001 - $15,000 |
| WMWaste Management, Inc. | Stock | Dependent | $1,001 - $15,000 |
| WFCWells Fargo & Company | Stock | Dependent | $1,001 - $15,000 |
| ABTAbbott Laboratories | Stock | Dependent | $15,001 - $50,000 |
| GOOGLAlphabet Inc. - Class A | Stock | Dependent | $15,001 - $50,000 |
| AALAmerican Airlines Group, Inc. | Stock | Dependent | $1,001 - $15,000 |
| AMGNAmgen Inc. | Stock | Dependent | $15,001 - $50,000 |
| AAPLApple Inc. | Stock | Dependent | $50,001 - $100,000 |
| APTVAptiv PLC Ordinary Shares | Stock | Dependent | $1,001 - $15,000 |
| BPBP p.l.c. | Stock | Dependent | $1,001 - $15,000 |
| ETFMG Prime Cyber Security ETF | Stock | Dependent | $15,001 - $50,000 |
| INTCIntel Corporation | Stock | Dependent | $1,001 - $15,000 |
| IShares S&P National Muni Bond Fund | Fund | Dependent | $50,001 - $100,000 |
| MCDMcDonald's Corporation | Stock | Dependent | $15,001 - $50,000 |
| MDTMedtronic plc. Ordinary Shares | Stock | Dependent | $1,001 - $15,000 |
| MSFTMicrosoft Corporation | Stock | Dependent | $50,001 - $100,000 |
| PFEPfizer, Inc. | Stock | Dependent | $1,001 - $15,000 |
| PNCPNC Financial Services Group, Inc. | Stock | Dependent | $1,001 - $15,000 |
| Roche Holdings AG Basel American Depositary Shares | Stock | Dependent | $1,001 - $15,000 |
| Schwab Government Money SNVXX | Other | Dependent | $100,001 - $250,000 |
| Schwab Sweep Account | Other | Dependent | $15,001 - $50,000 |
| Schwab US Mid Cap | Fund | Dependent | $15,001 - $50,000 |
| Vanguard FTSE World Ex-US | Fund | Dependent | $50,001 - $100,000 |
| Vanguard Mid Cap | Fund | Dependent | $15,001 - $50,000 |
| Vanguard Russell 1000 Growth | Fund | Dependent | $15,001 - $50,000 |
| Vanguard Russell 1000 Value | Fund | Dependent | $50,001 - $100,000 |
| Vanguard S&P 500 | Fund | Dependent | $1,001 - $15,000 |
| Vanguard Small Cap | Fund | Dependent | $15,001 - $50,000 |
| VVisa Inc. | Stock | Dependent | $15,001 - $50,000 |
| DISWalt Disney Company | Stock | Dependent | $1,001 - $15,000 |
| WMWaste Management, Inc. | Stock | Dependent | $15,001 - $50,000 |
| WFCWells Fargo & Company | Stock | Dependent | $1,001 - $15,000 |
| ABTAbbott Laboratories | Stock | Dependent | $1,001 - $15,000 |
| GOOGLAlphabet Inc. - Class A | Stock | Dependent | $15,001 - $50,000 |
| AMGNAmgen Inc. | Stock | Dependent | $1,001 - $15,000 |
| AAPLApple Inc. | Stock | Dependent | $15,001 - $50,000 |
| BRK.ABerkshire Hathaway Inc. | Stock | Dependent | $50,001 - $100,000 |
| EMREmerson Electric Company | Stock | Dependent | $1,001 - $15,000 |
| ETFMG Prime Cyber Security ETF | Stock | Dependent | $1,001 - $15,000 |
| FNBF.N.B. Corporation | Stock | Dependent | $15,001 - $50,000 |
| GISGeneral Mills, Inc. | Stock | Dependent | $1,001 - $15,000 |
| JPMJP Morgan Chase & Co. | Stock | Dependent | $1,001 - $15,000 |
| KMBKimberly-Clark Corporation | Stock | Dependent | $1,001 - $15,000 |
| MCDMcDonald's Corporation | Stock | Dependent | $15,001 - $50,000 |
| MRKMerck & Company, Inc. Common Stock | Stock | Dependent | $1,001 - $15,000 |
| METAMeta Platforms, Inc. - Class A | Stock | Dependent | $15,001 - $50,000 |
| MSFTMicrosoft Corporation | Stock | Dependent | $15,001 - $50,000 |
| MDLZMondelez International, Inc. - Class A | Stock | Dependent | $1,001 - $15,000 |
| NKENike, Inc. | Stock | Dependent | $15,001 - $50,000 |
| NSCNorfolk Southern Corporation | Stock | Dependent | $15,001 - $50,000 |
| NVDANVIDIA Corporation | Stock | Dependent | $100,001 - $250,000 |
| PFEPfizer, Inc. | Stock | Dependent | $1,001 - $15,000 |
| PNCPNC Financial Services Group, Inc. | Stock | Dependent | $1,001 - $15,000 |
| QCOMQUALCOMM Incorporated | Stock | Dependent | $1,001 - $15,000 |
| Roche Holdings AG Basel American Depositary Shares | Stock | Dependent | $1,001 - $15,000 |
| Schwab Government Money SNVXX | Other | Dependent | $15,001 - $50,000 |
| Schwab Sweep Account | Other | Dependent | $15,001 - $50,000 |
| Schwab US Mid Cap | Fund | Dependent | $1,001 - $15,000 |
| VVisa Inc. | Stock | Dependent | $1,001 - $15,000 |
| WPCW.P. Carey Inc. REIT | Stock | Dependent | $1,001 - $15,000 |
| WFCWells Fargo & Company | Stock | Dependent | $1,001 - $15,000 |
| ABTAbbott Laboratories | Stock | Dependent | $1,001 - $15,000 |
| GOOGLAlphabet Inc. - Class A | Stock | Dependent | $15,001 - $50,000 |
| AALAmerican Airlines Group, Inc. | Stock | Dependent | $1,001 - $15,000 |
| AMGNAmgen Inc. | Stock | Dependent | $1,001 - $15,000 |
| AAPLApple Inc. | Stock | Dependent | $15,001 - $50,000 |
| APTVAptiv PLC Ordinary Shares | Stock | Dependent | $1,001 - $15,000 |
| BPBP p.l.c. | Stock | Dependent | $1,001 - $15,000 |
| ETFMG Prime Cyber Security ETF | Stock | Dependent | $1,001 - $15,000 |
| IShares S&P National Muni Bond Fund | Fund | Dependent | $15,001 - $50,000 |
| MCDMcDonald's Corporation | Stock | Dependent | $1,001 - $15,000 |
| MDTMedtronic plc. Ordinary Shares | Stock | Dependent | $1,001 - $15,000 |
| MSFTMicrosoft Corporation | Stock | Dependent | $15,001 - $50,000 |
| PFEPfizer, Inc. | Stock | Dependent | $1,001 - $15,000 |
| PNCPNC Financial Services Group, Inc. | Stock | Dependent | $1,001 - $15,000 |
| Roche Holdings AG Basel American Depositary Shares | Stock | Dependent | $1,001 - $15,000 |
| Schwab Government Money SNVXX | Other | Dependent | $100,001 - $250,000 |
| Schwab Sweep Account | Other | Dependent | $1,001 - $15,000 |
| Schwab US Mid Cap | Fund | Dependent | $15,001 - $50,000 |
| Vanguard FTSE World Ex-US | Fund | Dependent | $15,001 - $50,000 |
| Vanguard Mid Cap | Fund | Dependent | $15,001 - $50,000 |
| Vanguard Russell 1000 Growth | Fund | Dependent | $1,001 - $15,000 |
| Vanguard Russell 1000 Value | Fund | Dependent | $15,001 - $50,000 |
| Vanguard S&P 500 | Fund | Dependent | $1,001 - $15,000 |
| Vanguard Small Cap | Fund | Dependent | $15,001 - $50,000 |
| VVisa Inc. | Stock | Dependent | $15,001 - $50,000 |
| DISWalt Disney Company | Stock | Dependent | $1,001 - $15,000 |
| WMWaste Management, Inc. | Stock | Dependent | $1,001 - $15,000 |
| WFCWells Fargo & Company | Stock | Dependent | $1,001 - $15,000 |
| ABTAbbott Laboratories | Stock | Dependent | $15,001 - $50,000 |
| GOOGLAlphabet Inc. - Class A | Stock | Dependent | $50,001 - $100,000 |
| AALAmerican Airlines Group, Inc. | Stock | Dependent | $1,001 - $15,000 |
| AMGNAmgen Inc. | Stock | Dependent | $15,001 - $50,000 |
| AAPLApple Inc. | Stock | Dependent | $50,001 - $100,000 |
| APTVAptiv PLC Ordinary Shares | Stock | Dependent | $1,001 - $15,000 |
| BPBP p.l.c. | Stock | Dependent | $1,001 - $15,000 |
| ETFMG Prime Cyber Security ETF | Stock | Dependent | $15,001 - $50,000 |
| GEGeneral Electric Company | Stock | Dependent | $1,001 - $15,000 |
| INTCIntel Corporation | Stock | Dependent | $1,001 - $15,000 |
| IShares S&P National Muni Bond Fund | Fund | Dependent | $50,001 - $100,000 |
| MCDMcDonald's Corporation | Stock | Dependent | $15,001 - $50,000 |
| MDTMedtronic plc. Ordinary Shares | Stock | Dependent | $1,001 - $15,000 |
| MSFTMicrosoft Corporation | Stock | Dependent | $50,001 - $100,000 |
| PFEPfizer, Inc. | Stock | Dependent | $1,001 - $15,000 |
| PNCPNC Financial Services Group, Inc. | Stock | Dependent | $1,001 - $15,000 |
| Roche Holdings AG Basel American Depositary Shares | Stock | Dependent | $1,001 - $15,000 |
| Schwab Government Money SNVXX | Other | Dependent | $100,001 - $250,000 |
| Schwab Sweep Account | Other | Dependent | $15,001 - $50,000 |
| Schwab US Mid Cap | Fund | Dependent | $15,001 - $50,000 |
| Vanguard FTSE World Ex-US | Fund | Dependent | $50,001 - $100,000 |
| Vanguard Mid Cap | Fund | Dependent | $15,001 - $50,000 |
| Vanguard Russell 1000 Growth | Fund | Dependent | $15,001 - $50,000 |
| Vanguard Russell 1000 Value | Fund | Dependent | $50,001 - $100,000 |
| Vanguard S&P 500 | Fund | Dependent | $1,001 - $15,000 |
| Vanguard Small Cap | Fund | Dependent | $15,001 - $50,000 |
| VVisa Inc. | Stock | Dependent | $15,001 - $50,000 |
| DISWalt Disney Company | Stock | Dependent | $1,001 - $15,000 |
| WMWaste Management, Inc. | Stock | Dependent | $15,001 - $50,000 |
| Wells Financial Corp. | Stock | Dependent | $1,001 - $15,000 |
| APTVAptiv PLC Ordinary Shares | Stock | Joint | $1 - $1,000 |
| MSFTMicrosoft Corporation | Stock | Joint | $1,001 - $15,000 |
| Schwab Government Money Fund - Investor Shares | Fund | Joint | $1,001 - $15,000 |
| Schwab Money Market Account | Other | Joint | $1,001 - $15,000 |
How reports are read: holdings methodology.