Julie Johnson

Updated Sep 14, 2026

Democrat · House TX32

Wikipedia biography ↗Years Elected: About 1.7Rank: #31

Service dates

Federal elected service; earlier service not yet verified.

Jan 3, 2025 – Sep 17, 2026

Estimated public-equity portfolio performance

1 year

10.62%

Cumulative estimated return

SPY: 14.60%
Outperformance: -3.98 percentage points

2025-09-15 – 2026-09-15

Missing information

56 rows without a saved price.
165 sales exceeding observed holdings (unmatched amount omitted).

3 years

60.47%

Cumulative estimated return

SPY: 77.18%
Outperformance: -16.71 percentage points

2023-09-29 – 2026-09-15

Missing information

56 rows without a saved price.
165 sales exceeding observed holdings (unmatched amount omitted).
Available investment history starts 2023-09-29.

5 years

60.47%

Cumulative estimated return

SPY: 77.18%
Outperformance: -16.71 percentage points

2023-09-29 – 2026-09-15

Missing information

56 rows without a saved price.
165 sales exceeding observed holdings (unmatched amount omitted).
Available investment history starts 2023-09-29.

As of Sep 15, 2026. 504 parsed trades. Ranks use three-year return.

How estimates are calculated

Returns use correctly parsed individual-stock holdings, purchases and sales, with Tradier prices for unsold positions. Bounded reported amounts use their midpoint; trades reported as “over $5 million” use $5 million. Daily returns exclude cash contributions and holdings-value reconciliations. Sale proceeds remain as cash. Unparsed records and entries without usable amounts or prices are omitted; no missing trades or holdings are invented. Sales can only reduce observed holdings. The dates on each card show the available calculation period, which can be shorter than the requested period. These are estimates of the parsed portion of the portfolio, not verified brokerage returns.

Current holdings

Last reported holdings valued Dec 31, 2025. Original disclosure ↗. These are reported positions, not a live account balance.

This extraction is incomplete or awaiting reconciliation. The source may contain additional holdings.

Asset	Owner	Reported value	Purchased	Purchase price	Last close	Current ROI
SCHW	Joint	$1,001 - $15,000	Unavailable	Unavailable	$105.16Sep 16, 2026	Unavailable
CVX	Joint	$15,001 - $50,000	Unavailable	Unavailable	$211.54Sep 16, 2026	Unavailable
CB	Joint	$1,001 - $15,000	Unavailable	Unavailable	Unavailable	Unavailable
CHD	Joint	$1,001 - $15,000	Unavailable	Unavailable	$95.51Sep 16, 2026	Unavailable
CSCO	Joint	$15,001 - $50,000	Unavailable	Unavailable	$107.74Sep 16, 2026	Unavailable
C	Joint	$1,001 - $15,000	Unavailable	Unavailable	$132.95Sep 16, 2026	Unavailable
CME	Joint	$1,001 - $15,000	Unavailable	Unavailable	$272.46Sep 16, 2026	Unavailable
KO	Joint	$1,001 - $15,000	Unavailable	Unavailable	Unavailable	Unavailable
CMCSA	Joint	None	Unavailable	Unavailable	$23.73Sep 16, 2026	Unavailable
CMA	Joint	$1,001 - $15,000	Unavailable	Unavailable	Unavailable	Unavailable
CAG	Joint	None	Unavailable	Unavailable	$15.18Sep 16, 2026	Unavailable
ED	Joint	$1,001 - $15,000	Unavailable	Unavailable	Unavailable	Unavailable
GLW	Joint	$1,001 - $15,000	Unavailable	Unavailable	$144.16Sep 16, 2026	Unavailable
CPAY	Joint	$1,001 - $15,000	Unavailable	Unavailable	$402.27Sep 16, 2026	Unavailable
CTVA	Joint	$1,001 - $15,000	Unavailable	Unavailable	$81.01Sep 16, 2026	Unavailable
COST	Joint	$1,001 - $15,000	Unavailable	Unavailable	$893.74Sep 16, 2026	Unavailable
CCI	Joint	None	Unavailable	Unavailable	$73.22Sep 16, 2026	Unavailable
CSX	Joint	$1,001 - $15,000	Unavailable	Unavailable	$47.90Sep 16, 2026	Unavailable
CMI	Joint	$1,001 - $15,000	Unavailable	Unavailable	$527.50Sep 16, 2026	Unavailable
DVN	Joint	$1,001 - $15,000	Unavailable	Unavailable	$48.44Sep 16, 2026	Unavailable
DG	Joint	$1,001 - $15,000	Unavailable	Unavailable	$123.01Sep 16, 2026	Unavailable
DTE	Joint	$1,001 - $15,000	Unavailable	Unavailable	Unavailable	Unavailable
DUK	Joint	$1,001 - $15,000	Unavailable	Unavailable	Unavailable	Unavailable
DD	Joint	$1,001 - $15,000	Unavailable	Unavailable	$127.57Sep 16, 2026	Unavailable
EIX	Joint	None	Unavailable	Unavailable	$54.81Sep 16, 2026	Unavailable
EW	Joint	$15,001 - $50,000	Unavailable	Unavailable	$89.28Sep 16, 2026	Unavailable
EA	Joint	None	Unavailable	Unavailable	Unavailable	Unavailable
LLY	Joint	$50,001 - $100,000	Unavailable	Unavailable	$1137.82Sep 16, 2026	Unavailable
EMR	Joint	$1,001 - $15,000	Unavailable	Unavailable	$145.83Sep 16, 2026	Unavailable
ETR	Joint	$1,001 - $15,000	Unavailable	Unavailable	Unavailable	Unavailable
EVRG	Joint	$1,001 - $15,000	Unavailable	Unavailable	$80.39Sep 16, 2026	Unavailable
XOM	Joint	$1,001 - $15,000	Unavailable	Unavailable	Unavailable	Unavailable
FAST	Joint	$1,001 - $15,000	Unavailable	Unavailable	$49.03Sep 16, 2026	Unavailable
FITB	Joint	$1,001 - $15,000	Unavailable	Unavailable	Unavailable	Unavailable
F	Joint	$1,001 - $15,000	Unavailable	Unavailable	$13.35Sep 16, 2026	Unavailable
FTNT	Joint	$1,001 - $15,000	Unavailable	Unavailable	$171.77Sep 16, 2026	Unavailable
FOXA	Joint	$1,001 - $15,000	Unavailable	Unavailable	$66.16Sep 16, 2026	Unavailable
FOX	Joint	$1,001 - $15,000	Unavailable	Unavailable	$59.15Sep 16, 2026	Unavailable
GRMN	Joint	$1,001 - $15,000	Unavailable	Unavailable	$276.93Sep 16, 2026	Unavailable
GE	Joint	$15,001 - $50,000	Unavailable	Unavailable	Unavailable	Unavailable
GEV	Joint	$1,001 - $15,000	Unavailable	Unavailable	$925.09Sep 16, 2026	Unavailable
GD	Joint	$1,001 - $15,000	Unavailable	Unavailable	$360.00Sep 16, 2026	Unavailable
GM	Joint	$1,001 - $15,000	Unavailable	Unavailable	$84.29Sep 16, 2026	Unavailable
GILD	Joint	$1,001 - $15,000	Unavailable	Unavailable	Unavailable	Unavailable
GS	Joint	$1,001 - $15,000	Unavailable	Unavailable	$937.98Sep 16, 2026	Unavailable
HAL	Joint	$1,001 - $15,000	Unavailable	Unavailable	$34.51Sep 16, 2026	Unavailable
DOC	Joint	None	Unavailable	Unavailable	$20.35Sep 16, 2026	Unavailable
HPE	Joint	$1,001 - $15,000	Unavailable	Unavailable	$56.68Sep 16, 2026	Unavailable
HLT	Joint	$1,001 - $15,000	Unavailable	Unavailable	$305.63Sep 16, 2026	Unavailable
HD	Joint	$1,001 - $15,000	Unavailable	Unavailable	Unavailable	Unavailable

ROI is the price change from the latest matched, unsold purchase to the last stored close, as on the ticker page. Purchase prices are that day’s closing prices. Missing acquisition or price evidence is unavailable; dividends are excluded.

Estimated positions as of Sep 15, 2026

Asset	Owner	Estimated units	Estimated value
Merrill Lynch Tax Efficient Core ⇒ Allstate Corporation (ALL) [ST]	joint	38.43622387701177035791496517	9886.18
Merrill Lynch Tax Efficient Core ⇒ Applied Materials, Inc. (AMAT) [ST]	joint	31.13156153935950815206817386	13111.68
Merrill Lynch Tax Efficient Core ⇒ Aon plc Class A Ordinary Shares (AON) [ST]	joint	22.67201314894581727499433235	6907.48
Merrill Lynch Tax Efficient Core ⇒ Franklin Resources, Inc. Common Stock (BEN) [ST]	joint	344.8491379310344827586206897	11480.03
Merrill Lynch Tax Efficient Core ⇒ Berkshire Hathaway Inc. New (BRK.B) [ST]	joint	64.65831095195464040584900030	33412.83
Merrill Lynch Tax Efficient Core ⇒ Church & Dwight Company, Inc. (CHD) [ST]	joint	95.41443053070960047704233751	9017.62
Merrill Lynch Tax Efficient Core ⇒ Charter Communications, Inc. - Class A (CHTR) [ST]	joint	18.19039607112000363785184848	2568.48
Merrill Lynch Tax Efficient Core ⇒ Clorox Company (CLX) [ST]	joint	61.04455974362887227224172135	5320.64
Merrill Lynch Tax Efficient Core ⇒ CME Group Inc. - Class A (CME) [ST]	joint	29.29727552365607148088472243	8059.39
Merrill Lynch Tax Efficient Core ⇒ Costco Wholesale Corporation (COST) [ST]	joint	9.277663102720504673330704826	8362.42
Merrill Lynch Tax Efficient Core ⇒ Campbell Soup Company (CPB) [ST]	joint	194.7541382667964946445959104	4159.95
Merrill Lynch Tax Efficient Core ⇒ Caesars Entertainment, Inc. - Common Stock (CZR) [ST]	joint	200.0125	5930.37
Merrill Lynch Tax Efficient Core ⇒ Duke Energy Corporation (DUK) [ST]	joint	68.25782783038989847282655064	8038.72
Merrill Lynch Tax Efficient Core ⇒ Devon Energy Corporation (DVN) [ST]	joint	218.4138684138684138684138684	11211.18
Estee Lauder Companies, Inc. (EL) [ST]	joint	68.8657738735967531655220686	6628.33
Merrill Lynch Tax Efficient Core ⇒ Evergy, Inc. (EVRG) [ST]	joint	110.3669471651262243068009381	8851.43
Merrill Lynch Tax Efficient Core ⇒ Fastenal Company - Common Stock (FAST) [ST]	joint	199.3645651632195365063543484	9850.60
Merrill Lynch Tax Efficient Core ⇒ Fox Corporation - Class B Common Stock (FOX) [ST]	joint	123.2173109502541198213460650	7434.93
Merrill Lynch Tax Efficient Core ⇒ Fox Corporation - Class A Common Stock (FOXA) [ST]	joint	109.4908991378130559737238265	7398.30
Merrill Lynch Tax Efficient Core ⇒ Corning Incorporated Common Stock (GLW) [ST]	joint	91.37163088168113293741434445	13118.23
Merrill Lynch Tax Efficient Core ⇒ Alphabet Inc. - Class C Capital Stock (GOOG) [ST]	joint	557.6816443594646271510516252	190409.24
Merrill Lynch Tax Efficient Core ⇒ Garmin Ltd. Common Stock (GRMN) [ST]	joint	39.44047325610056692137047079	11002.71
Merrill Lynch Tax Efficient Core ⇒ Goldman Sachs Group, Inc. (GS) [ST]	joint	9.101820250284414106939704209	8889.47
Merrill Lynch Tax Efficient Core ⇒ W.W. Grainger, Inc. (GWW) [ST]	joint	7.928744859025816361924582528	10065.78
Merrill Lynch Tax Efficient Core ⇒ Huntington Bancshares Incorporated (HBAN) [ST]	joint	769.2788461538461538461538462	12885.42
Merrill Lynch Tax Efficient Core ⇒ Hormel Foods Corporation (HRL) [ST]	joint	210.3733894293978438075203786	4373.66
Henry Schein, Inc. - Common Stock (HSIC) [ST]	joint	6.9694630593208464923913487	609.97
The Hershey Company Common Stock (HSY) [ST]	joint	5.55438428412614144573964830	946.58
Merrill Lynch Tax Efficient Core ⇒ IDEX Corporation Common Stock (IEX) [ST]	joint	39.12990315954220874498679448	8719.71
Merrill Lynch Tax Efficient Core ⇒ IQVIA Holdings, Inc. (IQV) [ST]	joint	35.68943212740330998795556943	9624.37
Merrill Lynch Tax Efficient Core ⇒ Kimco Realty Corporation (KIM) [ST]	joint	394.6965959546127281697089295	9074.07
Merrill Lynch Long Term Growth ⇒ LKQ Corporation - Common Stock (LKQ) [ST]	joint	182.6598173515981735159817352	4274.24
Merrill Lynch Tax Efficient Core ⇒ Lowe's Companies, Inc. (LOW) [ST]	joint	33.17507049261900812738430917	6456.20
Merrill Lynch Tax Efficient Core ⇒ Masco Corporation (MAS) [ST]	joint	126.0715411282697762369996848	8683.81
Merrill Lynch Tax Efficient Core ⇒ McDonald's Corporation (MCD) [ST]	joint	106.3393645911723325589765403	26880.46
Merrill Lynch Tax Efficient Core ⇒ Moody's Corporation Common Stock (MCO) [ST]	joint	15.66115298032690613683077224	7316.26
Merrill Lynch Tax Efficient Core ⇒ Newmont Corporation (NEM) [ST]	joint	80.12518778167250876314471708	9950.75
Merrill Lynch Tax Efficient Core ⇒ Northrop Grumman Corporation Common Stock (NOC) [ST]	joint	14.03079567177004963083776153	7453.86
Palantir Technologies Inc. - Class A Common Stock (PLTR) [ST]	joint	32.39751472044086721534508747	5590.52
Merrill Lynch Tax Efficient Core ⇒ QUALCOMM Incorporated (QCOM) [ST]	joint	46.77287342882198187664425607	8783.95
Merrill Lynch Tax Efficient Core ⇒ Raymond James Financial, Inc. Common Stock (RJF) [ST]	joint	49.98750390502967822555451421	8435.39
SBA Communications Corporation - Class A Common Stock (SBAC) [ST]	joint	44.23622697359527740805543461	8101.42
Merrill Lynch Tax Efficient Core ⇒ Charles Schwab Corporation (SCHW) [ST]	joint	80.07706936242618356520868782	8631.51
Merrill Lynch Long Term Growth ⇒ Atlassian Corporation - Class A (TEAM) [ST]	joint	2.758335629650041333700744007	523.56
Merrill Lynch Tax Efficient Core ⇒ TJX Companies, Inc. (TJX) [ST]	joint	52.08319770848252066922726385	6489.57
Merrill Lynch Tax Efficient Core ⇒ United Airlines Holdings, Inc. - Common Stock (UAL) [ST]	joint	71.54802360937220532999463423	7649.91
Merrill Lynch Tax Efficient Core ⇒ Vertex Pharmaceuticals Incorporated (VRTX) [ST]	joint	17.64712369860596435503793894	9081.74
Merrill Lynch Long Term Growth ⇒ Vishay Intertechnology, Inc. (VSH) [ST]	joint	344.7005601034037052994398966	10833.94
Merrill Lynch Tax Efficient Core ⇒ Warner Bros. Discovery, Inc. - Series A Common Stock (WBD) [ST]	joint	277.6023594725884802220680083	7781.19
WEC Energy Group, Inc. Common Stock (WEC) [ST]	joint	25.2614419404400701734080183	2614.81
Merrill Lynch Tax Efficient Core ⇒ Exxon Mobil Corporation (XOM) [ST]	joint	66.48246634535482798736912082	11256.81
Merrill Lynch Rollover IRA ⇒ American International Group, Inc. New (AIG) [ST]	spouse	103.7140264454239045890588540	7828.33
Merrill Lynch Texas Digestive Disease Consultants Rollover 401k ⇒ Allstate Corporation (ALL) [ST]	spouse	71.81132752894713221434341621	18470.59
Merrill Lynch Rollover IRA ⇒ American Tower Corporation (AMT) [ST]	spouse	37.98727505816437965908551351	6750.72
Merrill Lynch Rollover IRA ⇒ ASML Holding N.V. - New York Registry Shares (ASML) [ST]	spouse	29.94720159224517627112397029	47660.37
Merrill Lynch Rollover IRA ⇒ AstraZeneca PLC - American Depositary Shares (AZN) [ST]	spouse	52.15109836386154748712600222	8440.66
Merrill Lynch Rollover IRA ⇒ Baxter International Inc. (BAX) [ST]	spouse	226.5147225368063420158550396	5370.66
Merrill Lynch Rollover IRA ⇒ Citizens Financial Group, Inc. (CFG) [ST]	spouse	209.4371727748691099476439791	14710.87
Merrill Lynch Texas Digestive Disease Consultants Rollover 401k ⇒ The Carlyle Group Inc. (CG) [ST]	spouse	265.2685676392572944297082228	10987.42
Merrill Lynch Rollover IRA ⇒ The Cigna Group (CI) [ST]	spouse	23.89706980495235819468920816	6903.86
Merrill Lynch Rollover IRA ⇒ Comcast Corporation - Class A (CMCSA) [ST]	spouse	223.0336298082766621713330935	5446.48
Merrill Lynch Rollover IRA ⇒ Cognizant Technology Solutions Corporation - Class A (CTSH) [ST]	spouse	111.8481755906612610093666993	7077.75
Merrill Lynch Rollover IRA ⇒ Caesars Entertainment, Inc. (CZR) [ST]	spouse	200.0125	5930.37
Merrill Lynch Rollover IRA ⇒ Diageo plc Common Stock (DEO) [ST]	spouse	60.77098366881883782757311052	5274.92
Merrill Lynch Rollover IRA ⇒ Danaher Corporation (DHR) [ST]	spouse	32.43007701661937576003242805	6789.56
Merrill Lynch Rollover IRA ⇒ First Citizens BancShares, Inc. - Class A (FCNCA) [ST]	spouse	18.58339527703127680256161015	40147.94
Merrill Lynch Rollover IRA ⇒ FNF Group of Fidelity National Financial, Inc. (FNF) [ST]	spouse	159.3274475876324859355515346	6949.86
Merrill Lynch Rollover IRA ⇒ Fox Corporation - Class A (FOXA) [ST]	spouse	223.9154771900363839910439407	15129.97
Merrill Lynch Rollover IRA ⇒ Fortrea Holdings Inc. (FTRE) [ST]	spouse	307.7115384615384615384615385	6071.15
Merrill Lynch Rollover IRA ⇒ Alphabet Inc. - Class C Capital Stock (GOOG) [ST]	spouse	174.0041760359781561194988757	59410.25
Merrill Lynch Rollover IRA ⇒ Goldman Sachs Group, Inc. (GS) [ST]	spouse	16.67187630240893556722513962	16282.92
Merrill Lynch Rollover IRA ⇒ Helmerich & Payne, Inc. Common Stock (HP) [ST]	spouse	212.7792553191489361702127660	9245.26
Merrill Lynch Rollover IRA ⇒ The Kraft Heinz Company (KHC) [ST]	spouse	249.4699095728094792641097599	6169.39
Merrill Lynch Rollover IRA ⇒ Leidos Holdings, Inc. (LDOS) [ST]	spouse	53.36512806830309498399146211	6896.91
Merrill Lynch Rollover IRA ⇒ Lear Corporation (LEA) [ST]	spouse	67.35561542347196497726890049	8498.93
Merrill Lynch Rollover IRA ⇒ L3Harris Technologies, Inc. (LHX) [ST]	spouse	34.62820290858725761772853186	8645.28
Merrill Lynch Rollover IRA ⇒ Madrigal Pharmaceuticals, Inc. (MDGL) [ST]	spouse	27.98747638704260826978241097	14644.73
Merrill Lynch Texas Digestive Disease Consultants Rollover 401k ⇒ Novo Nordisk A/S (NVO) [ST]	spouse	87.97558829997800747745766439	3741.60
Merrill Lynch Texas Digestive Disease Consultants Rollover 401k ⇒ Public Service Enterprise Group Incorporated (PEG) [ST]	spouse	140.5816201019153048673343876	9899.76
Merrill Lynch Texas Digestive Disease Consultants Rollover 401k ⇒ Rivian Automotive, Inc. - Class A (RIVN) [ST]	spouse	329.5098846787479406919275124	5120.58
Merrill Lynch Texas Digestive Disease Consultants Rollover 401k ⇒ Raymond James Financial, Inc. (RJF) [ST]	spouse	79.66245145872747187095489396	13443.04
Merrill Lynch Texas Digestive Disease Consultants Rollover 401k ⇒ Charles Schwab Corporation (SCHW) [ST]	spouse	145.7285974499089253187613843	15708.09
Merrill Lynch Rollover IRA ⇒ Shopify Inc. Class A Subordinate Voting Shares (SHOP) [ST]	spouse	123.2932655262752350130990908	16010.86
Merrill Lynch Texas Digestive Disease Consultants Rollover 401k ⇒ Sherwin-Williams Company (SHW) [ST]	spouse	31.36835914526563418937463243	10138.88
Merrill Lynch Rollover IRA ⇒ Sony Group Corporation American Depositary Shares (SONY) [ST]	spouse	430.1099432086067362404869658	10288.23
Merrill Lynch Rollover IRA ⇒ SS&C Technologies Holdings, Inc. (SSNC) [ST]	spouse	122.5003827897718572959730516	9958.06
Merrill Lynch Texas Digestive Disease Consultants Rollover 401k ⇒ Atlassian Corporation - Class A (TEAM) [ST]	spouse	39.70274428068085951069425835	7535.98
Merrill Lynch Texas Digestive Disease Consultants Rollover 401k ⇒ TJX Companies, Inc. (TJX) [ST]	spouse	90.01462646264626462646264626	11215.82
Merrill Lynch Rollover IRA ⇒ Vertex Pharmaceuticals Incorporated - Common Stock (VRTX) [ST]	spouse	16.36964439170110897409665671	8424.31
Merrill Lynch Rollover IRA ⇒ Workday, Inc. - Class A (WDAY) [ST]	spouse	34.78175810799060951221632901	6631.84
Merrill Lynch Rollover IRA ⇒ Willis Towers Watson Public Limited Company - Ordinary Shares (WTW) [ST]	spouse	30.28083721282313311381098369	9749.52

Completed trades

Estimated purchase/sale matches from accepted transaction reports. Closing prices and reported amount midpoints estimate shares, with oldest purchases matched first within the same stock, owner and disclosed account. A row may represent a partial sale. These are price returns, not verified execution prices or brokerage returns; dividends are excluded. Annual schedules and unmatched or ambiguous activity are omitted here.

Ticker	Owner	Purchase date	Purchase price	Sale date	Sale price	Return
No completed purchase/sale matches are available from the collected records.

All trades

1089 public-equity trades. Annual schedule rows are labeled because they may repeat transaction reports. Superseded and unresolved reports remain in the disclosures below.

Transaction type:

Ticker:

Clear Filters

Public-equity transactions, newest transaction dates first
Ticker	Owner	Transaction Type	Trade Date	Found Date
LMT — Merrill Lynch Tax Efficient Core ⇒ Lockheed Martin Corporation Common Stock (LMT) [ST]	Joint	Sale (partial)Annual schedule; may repeat a PTR Source rows (1) $1,001 - $15,000 Original ↗ · Row 336 · Annual joint · S (partial) · $1,001 - $15,000	Apr 1, 2025	Sep 14, 2026
PLTR — Merrill Lynch Tax Efficient Core ⇒ Palantir Technologies Inc. - Class A Common Stock (PLTR) [ST]	Joint	Sale (partial)Annual schedule; may repeat a PTR Source rows (1) $1,001 - $15,000 Original ↗ · Row 337 · Annual joint · S (partial) · $1,001 - $15,000	Apr 1, 2025	Sep 14, 2026
BWA — Merrill Lynch Tax Efficient Core ⇒ BorgWarner Inc. Common Stock (BWA) [ST]	Joint	SaleAnnual schedule; may repeat a PTR Source rows (1) $1,001 - $15,000 Original ↗ · Row 338 · Annual joint · S · $1,001 - $15,000	Apr 1, 2025	Sep 14, 2026
CMCSA — Merrill Lynch Tax Efficient Core ⇒ Comcast Corporation - Class A Common Stock (CMCSA) [ST]	Joint	SaleAnnual schedule; may repeat a PTR Source rows (1) $1,001 - $15,000 Original ↗ · Row 339 · Annual joint · S · $1,001 - $15,000	Apr 1, 2025	Sep 14, 2026
TECH — Merrill Lynch Tax Efficient Core ⇒ Bio-Techne Corp - Common Stock (TECH) [ST]	Joint	SaleAnnual schedule; may repeat a PTR Source rows (1) $1,001 - $15,000 Original ↗ · Row 340 · Annual joint · S · $1,001 - $15,000	Apr 1, 2025	Sep 14, 2026
UPS — Merrill Lynch Tax Efficient Core ⇒ United Parcel Service, Inc. Common Stock (UPS) [ST]	Joint	SaleAnnual schedule; may repeat a PTR Source rows (1) $1,001 - $15,000 Original ↗ · Row 341 · Annual joint · S · $1,001 - $15,000	Apr 1, 2025	Sep 14, 2026
CVS — Merrill Lynch Tax Efficient Core ⇒ CVS Health Corporation Common Stock (CVS) [ST]	Joint	SaleAnnual schedule; may repeat a PTR Source rows (1) $1,001 - $15,000 Original ↗ · Row 342 · Annual joint · S · $1,001 - $15,000	Apr 1, 2025	Sep 14, 2026
HD — Merrill Lynch Tax Efficient Core ⇒ Home Depot, Inc. (HD) [ST]	Joint	Sale (partial)Annual schedule; may repeat a PTR Source rows (1) $1,001 - $15,000 Original ↗ · Row 343 · Annual joint · S (partial) · $1,001 - $15,000	Apr 1, 2025	Sep 14, 2026
MTD — Merrill Lynch Tax Efficient Core ⇒ Mettler-Toledo International, Inc. Common Stock (MTD) [ST]	Joint	SaleAnnual schedule; may repeat a PTR Source rows (1) $1,001 - $15,000 Original ↗ · Row 344 · Annual joint · S · $1,001 - $15,000	Apr 1, 2025	Sep 14, 2026
APTV — Merrill Lynch Tax Efficient Core ⇒ Aptiv PLC Ordinary Shares (APTV) [ST]	Joint	SaleAnnual schedule; may repeat a PTR Source rows (1) $1,001 - $15,000 Original ↗ · Row 345 · Annual joint · S · $1,001 - $15,000	Apr 1, 2025	Sep 14, 2026
SBAC — Merrill Lynch Tax Efficient Core ⇒ SBA Communications Corporation - Class A Common Stock (SBAC) [ST]	Joint	SaleAnnual schedule; may repeat a PTR Source rows (1) $1,001 - $15,000 Original ↗ · Row 346 · Annual joint · S · $1,001 - $15,000	Apr 1, 2025	Sep 14, 2026
KMB — Merrill Lynch Tax Efficient Core ⇒ Kimberly-Clark Corporation Common Stock (KMB) [ST]	Joint	Sale (partial)Annual schedule; may repeat a PTR Source rows (1) $1,001 - $15,000 Original ↗ · Row 347 · Annual joint · S (partial) · $1,001 - $15,000	Apr 1, 2025	Sep 14, 2026
NSC — Merrill Lynch Tax Efficient Core ⇒ Norfolk Southern Corporation Common Stock (NSC) [ST]	Joint	Sale (partial)Annual schedule; may repeat a PTR Source rows (1) $1,001 - $15,000 Original ↗ · Row 348 · Annual joint · S (partial) · $1,001 - $15,000	Apr 1, 2025	Sep 14, 2026
JBHT — Merrill Lynch Tax Efficient Core ⇒ J.B. Hunt Transport Services, Inc. - Common Stock (JBHT) [ST]	Joint	SaleAnnual schedule; may repeat a PTR Source rows (1) $1,001 - $15,000 Original ↗ · Row 349 · Annual joint · S · $1,001 - $15,000	Apr 1, 2025	Sep 14, 2026
O — Merrill Lynch Tax Efficient Core ⇒ Realty Income Corporation Common Stock (O) [ST]	Joint	SaleAnnual schedule; may repeat a PTR Source rows (1) $1,001 - $15,000 Original ↗ · Row 350 · Annual joint · S · $1,001 - $15,000	Apr 1, 2025	Sep 14, 2026
CEG — Merrill Lynch Tax Efficient Core ⇒ Constellation Energy Corporation - Common Stock (CEG) [ST]	Joint	SaleAnnual schedule; may repeat a PTR Source rows (1) $1,001 - $15,000 Original ↗ · Row 351 · Annual joint · S · $1,001 - $15,000	Apr 1, 2025	Sep 14, 2026
NEE — Merrill Lynch Tax Efficient Core ⇒ NextEra Energy, Inc. Common Stock (NEE) [ST]	Joint	Sale (partial)Annual schedule; may repeat a PTR Source rows (1) $1,001 - $15,000 Original ↗ · Row 352 · Annual joint · S (partial) · $1,001 - $15,000	Apr 1, 2025	Sep 14, 2026
EA — Merrill Lynch Tax Efficient Core ⇒ Electronic Arts Inc. - Common Stock (EA) [ST]	Joint	SaleAnnual schedule; may repeat a PTR Source rows (1) $1,001 - $15,000 Original ↗ · Row 353 · Annual joint · S · $1,001 - $15,000	Apr 1, 2025	Sep 14, 2026
REGN — Merrill Lynch Tax Efficient Core ⇒ Regeneron Pharmaceuticals, Inc. - Common Stock (REGN) [ST]	Joint	SaleAnnual schedule; may repeat a PTR Source rows (1) $1,001 - $15,000 Original ↗ · Row 354 · Annual joint · S · $1,001 - $15,000	Apr 1, 2025	Sep 14, 2026
MPC — Merrill Lynch Tax Efficient Core ⇒ Marathon Petroleum Corporation Common Stock (MPC) [ST]	Joint	SaleAnnual schedule; may repeat a PTR Source rows (1) $1,001 - $15,000 Original ↗ · Row 355 · Annual joint · S · $1,001 - $15,000	Apr 1, 2025	Sep 14, 2026
F — Merrill Lynch Tax Efficient Core ⇒ Ford Motor Company Common Stock (F) [ST]	Joint	Sale (partial)Annual schedule; may repeat a PTR Source rows (1) $1,001 - $15,000 Original ↗ · Row 356 · Annual joint · S (partial) · $1,001 - $15,000	Apr 1, 2025	Sep 14, 2026
MSFT — Merrill Lynch Tax Efficient Core ⇒ Microsoft Corporation - Common Stock (MSFT) [ST]	Joint	Sale (partial)Annual schedule; may repeat a PTR Source rows (1) $1,001 - $15,000 Original ↗ · Row 357 · Annual joint · S (partial) · $1,001 - $15,000	Apr 1, 2025	Sep 14, 2026
FDS — Merrill Lynch Tax Efficient Core ⇒ FactSet Research Systems Inc. Common Stock (FDS) [ST]	Joint	SaleAnnual schedule; may repeat a PTR Source rows (1) $1,001 - $15,000 Original ↗ · Row 358 · Annual joint · S · $1,001 - $15,000	Apr 1, 2025	Sep 14, 2026
KHC — Merrill Lynch Tax Efficient Core ⇒ The Kraft Heinz Company - Common Stock (KHC) [ST]	Joint	SaleAnnual schedule; may repeat a PTR Source rows (1) $1,001 - $15,000 Original ↗ · Row 359 · Annual joint · S · $1,001 - $15,000	Apr 1, 2025	Sep 14, 2026
PTC — Merrill Lynch Tax Efficient Core ⇒ PTC Inc. - Common Stock (PTC) [ST]	Joint	SaleAnnual schedule; may repeat a PTR Source rows (1) $1,001 - $15,000 Original ↗ · Row 360 · Annual joint · S · $1,001 - $15,000	Apr 1, 2025	Sep 14, 2026
A — Merrill Lynch Tax Efficient Core ⇒ Agilent Technologies, Inc. Common Stock (A) [ST]	Joint	Sale (partial)Annual schedule; may repeat a PTR Source rows (1) $1,001 - $15,000 Original ↗ · Row 361 · Annual joint · S (partial) · $1,001 - $15,000	Apr 1, 2025	Sep 14, 2026
ZTS — Merrill Lynch Tax Efficient Core ⇒ Zoetis Inc. Class A Common Stock (ZTS) [ST]	Joint	SaleAnnual schedule; may repeat a PTR Source rows (1) $1,001 - $15,000 Original ↗ · Row 362 · Annual joint · S · $1,001 - $15,000	Apr 1, 2025	Sep 14, 2026
PYPL — Merrill Lynch Tax Efficient Core ⇒ PayPal Holdings, Inc. - Common Stock (PYPL) [ST]	Joint	SaleAnnual schedule; may repeat a PTR Source rows (1) $1,001 - $15,000 Original ↗ · Row 363 · Annual joint · S · $1,001 - $15,000	Apr 1, 2025	Sep 14, 2026
GNRC — Merrill Lynch Tax Efficient Core ⇒ Generac Holdlings Inc. Common Stock (GNRC) [ST]	Joint	SaleAnnual schedule; may repeat a PTR Source rows (1) $1,001 - $15,000 Original ↗ · Row 364 · Annual joint · S · $1,001 - $15,000	Apr 1, 2025	Sep 14, 2026
LHX — Merrill Lynch Tax Efficient Core ⇒ L3Harris Technologies, Inc. Common Stock (LHX) [ST]	Joint	SaleAnnual schedule; may repeat a PTR Source rows (1) $1,001 - $15,000 Original ↗ · Row 365 · Annual joint · S · $1,001 - $15,000	Apr 1, 2025	Sep 14, 2026
VST — Merrill Lynch Tax Efficient Core ⇒ Vistra Corp. Common Stock (VST) [ST]	Joint	SaleAnnual schedule; may repeat a PTR Source rows (1) $1,001 - $15,000 Original ↗ · Row 366 · Annual joint · S · $1,001 - $15,000	Apr 1, 2025	Sep 14, 2026
ANET — Merrill Lynch Tax Efficient Core ⇒ Arista Networks, Inc. Common Stock (ANET) [ST]	Joint	SaleAnnual schedule; may repeat a PTR Source rows (1) $1,001 - $15,000 Original ↗ · Row 367 · Annual joint · S · $1,001 - $15,000	Apr 1, 2025	Sep 14, 2026
HAS — Merrill Lynch Tax Efficient Core ⇒ Hasbro, Inc. - Common Stock (HAS) [ST]	Joint	SaleAnnual schedule; may repeat a PTR Source rows (1) $1,001 - $15,000 Original ↗ · Row 368 · Annual joint · S · $1,001 - $15,000	Apr 1, 2025	Sep 14, 2026
SBUX — Merrill Lynch Tax Efficient Core ⇒ Starbucks Corporation - Common Stock (SBUX) [ST]	Joint	SaleAnnual schedule; may repeat a PTR Source rows (1) $1,001 - $15,000 Original ↗ · Row 369 · Annual joint · S · $1,001 - $15,000	Apr 1, 2025	Sep 14, 2026
SMCI — Merrill Lynch Tax Efficient Core ⇒ Super Micro Computer, Inc. - Common Stock (SMCI) [ST]	Joint	SaleAnnual schedule; may repeat a PTR Source rows (1) $1,001 - $15,000 Original ↗ · Row 370 · Annual joint · S · $1,001 - $15,000	Apr 1, 2025	Sep 14, 2026
MSCI — Merrill Lynch Tax Efficient Core ⇒ MSCI Inc. Common Stock (MSCI) [ST]	Joint	SaleAnnual schedule; may repeat a PTR Source rows (1) $1,001 - $15,000 Original ↗ · Row 371 · Annual joint · S · $1,001 - $15,000	Apr 1, 2025	Sep 14, 2026
HSY — Merrill Lynch Tax Efficient Core ⇒ The Hershey Company Common Stock (HSY) [ST]	Joint	SaleAnnual schedule; may repeat a PTR Source rows (1) $1,001 - $15,000 Original ↗ · Row 372 · Annual joint · S · $1,001 - $15,000	Apr 1, 2025	Sep 14, 2026
TER — Merrill Lynch Tax Efficient Core ⇒ Teradyne, Inc. (TER) [ST]	Joint	SaleAnnual schedule; may repeat a PTR Source rows (1) $1,001 - $15,000 Original ↗ · Row 373 · Annual joint · S · $1,001 - $15,000	Apr 1, 2025	Sep 14, 2026
PEP — Merrill Lynch Tax Efficient Core ⇒ PepsiCo, Inc. - Common Stock (PEP) [ST]	Joint	Sale (partial)Annual schedule; may repeat a PTR Source rows (2) $2,002–$30,000 Original ↗ · Row 374 · Annual joint · S (partial) · $1,001 - $15,000 Original ↗ · Row 375 · Annual joint · S (partial) · $1,001 - $15,000	Apr 1, 2025	Sep 14, 2026
CVX — Merrill Lynch Tax Efficient Core ⇒ Chevron Corporation Common Stock (CVX) [ST]	Joint	SaleAnnual schedule; may repeat a PTR Source rows (1) $1,001 - $15,000 Original ↗ · Row 376 · Annual joint · S · $1,001 - $15,000	Apr 1, 2025	Sep 14, 2026
GPN — Merrill Lynch Tax Efficient Core ⇒ Global Payments Inc. Common Stock (GPN) [ST]	Joint	SaleAnnual schedule; may repeat a PTR Source rows (1) $1,001 - $15,000 Original ↗ · Row 377 · Annual joint · S · $1,001 - $15,000	Apr 1, 2025	Sep 14, 2026
ES — Merrill Lynch Tax Efficient Core ⇒ Eversource Energy (ES) [ST]	Joint	SaleAnnual schedule; may repeat a PTR Source rows (1) $1,001 - $15,000 Original ↗ · Row 378 · Annual joint · S · $1,001 - $15,000	Apr 1, 2025	Sep 14, 2026
ETN — Merrill Lynch Tax Efficient Core ⇒ Eaton Corporation, PLC Ordinary Shares (ETN) [ST]	Joint	SaleAnnual schedule; may repeat a PTR Source rows (1) $1,001 - $15,000 Original ↗ · Row 379 · Annual joint · S · $1,001 - $15,000	Apr 1, 2025	Sep 14, 2026
FCX — Merrill Lynch Tax Efficient Core ⇒ Freeport-McMoRan, Inc. Common Stock (FCX) [ST]	Joint	SaleAnnual schedule; may repeat a PTR Source rows (1) $1,001 - $15,000 Original ↗ · Row 380 · Annual joint · S · $1,001 - $15,000	Apr 1, 2025	Sep 14, 2026
VZ — Merrill Lynch Tax Efficient Core ⇒ Verizon Communications Inc. Common Stock (VZ) [ST]	Joint	SaleAnnual schedule; may repeat a PTR Source rows (1) $1,001 - $15,000 Original ↗ · Row 381 · Annual joint · S · $1,001 - $15,000	Apr 1, 2025	Sep 14, 2026
SW — Merrill Lynch Tax Efficient Core ⇒ Smurfit WestRock plc Ordinary Shares (SW) [ST]	Joint	SaleAnnual schedule; may repeat a PTR Source rows (1) $1,001 - $15,000 Original ↗ · Row 382 · Annual joint · S · $1,001 - $15,000	Apr 1, 2025	Sep 14, 2026
DOC — Merrill Lynch Tax Efficient Core ⇒ Healthpeak Properties, Inc. Common Stock (DOC) [ST]	Joint	SaleAnnual schedule; may repeat a PTR Source rows (1) $1,001 - $15,000 Original ↗ · Row 383 · Annual joint · S · $1,001 - $15,000	Apr 1, 2025	Sep 14, 2026
STZ — Merrill Lynch Tax Efficient Core ⇒ Constellation Brands, Inc. Common Stock (STZ) [ST]	Joint	SaleAnnual schedule; may repeat a PTR Source rows (1) $1,001 - $15,000 Original ↗ · Row 384 · Annual joint · S · $1,001 - $15,000	Apr 1, 2025	Sep 14, 2026
CAG — Merrill Lynch Tax Efficient Core ⇒ ConAgra Brands, Inc. Common Stock (CAG) [ST]	Joint	SaleAnnual schedule; may repeat a PTR Source rows (1) $1,001 - $15,000 Original ↗ · Row 385 · Annual joint · S · $1,001 - $15,000	Apr 1, 2025	Sep 14, 2026
DLTR — Merrill Lynch Tax Efficient Core ⇒ Dollar Tree, Inc. - Common Stock (DLTR) [ST]	Joint	SaleAnnual schedule; may repeat a PTR Source rows (1) $1,001 - $15,000 Original ↗ · Row 386 · Annual joint · S · $1,001 - $15,000	Apr 1, 2025	Sep 14, 2026

All disclosures

22 collected financial disclosures. Collection does not establish complete lifetime activity; missing source years and request-only documents may leave gaps.

Filed	Report	Holdings date	Availability
Aug 13, 2026	Julie Johnson — Annual report filed 2026-08-13 Annual	Dec 31, 2025	Needs review
Aug 5, 2026	Julie Johnson — PTR filed 2026-08-05 Ptr	Not established	Needs review
Jun 12, 2026	Julie Johnson — PTR filed 2026-06-12 Ptr	Not established	Parsed
Apr 6, 2026	Julie Johnson — Financial disclosure (X) filed 2026-04-06 Financial	Not established	Parsed
Jan 15, 2026	Julie Johnson — PTR filed 2026-01-15 Ptr	Not established	Parsed
Dec 11, 2025	Julie Johnson — PTR filed 2025-12-11 Ptr	Not established	Parsed
Nov 14, 2025	Julie Johnson — PTR filed 2025-11-14 Ptr	Not established	Parsed
Oct 7, 2025	Julie Johnson — PTR filed 2025-10-07 Ptr	Not established	Parsed
Sep 11, 2025	Julie Johnson — PTR filed 2025-09-11 Ptr	Not established	Parsed
Aug 14, 2025	Julie Johnson — PTR filed 2025-08-14 Ptr	Not established	Parsed
Aug 12, 2025	Julie Johnson — Financial disclosure (H) filed 2025-08-12 Financial	Not established	Needs review
Jul 14, 2025	Julie Johnson — PTR filed 2025-07-14 Ptr	Not established	Parsed
Jun 13, 2025	Julie Johnson — PTR filed 2025-06-13 Ptr	Not established	Parsed
May 14, 2025	Julie Johnson — PTR filed 2025-05-14 Ptr	Not established	Parsed
Apr 22, 2025	Julie Johnson — Financial disclosure (X) filed 2025-04-22 Financial	Not established	Parsed
Apr 14, 2025	Julie Johnson — PTR filed 2025-04-14 Ptr	Not established	Parsed
Mar 12, 2025	Julie Johnson — PTR filed 2025-03-12 Ptr	Not established	Parsed
Feb 12, 2025	Julie Johnson — PTR filed 2025-02-12 Ptr	Not established	Parsed
Aug 13, 2024	Julie Johnson — Financial disclosure (C) filed 2024-08-13 Financial	Jul 14, 2024	Parsed
May 8, 2024	Julie Johnson — Financial disclosure (X) filed 2024-05-08 Financial	Not established	Parsed
Oct 13, 2023	Julie Johnson — Financial disclosure (C) filed 2023-10-13 Financial	Sep 30, 2023	Parsed
Jul 18, 2023	Julie Johnson — Financial disclosure (X) filed 2023-07-18 Financial	Not established	Parsed