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
HON	Joint	None	Unavailable	Unavailable	$207.66Sep 16, 2026	Unavailable
HWM	Joint	$1,001 - $15,000	Unavailable	Unavailable	$227.73Sep 16, 2026	Unavailable
ITW	Joint	$1,001 - $15,000	Unavailable	Unavailable	$267.33Sep 16, 2026	Unavailable
ICE	Joint	$1,001 - $15,000	Unavailable	Unavailable	$154.10Sep 16, 2026	Unavailable
IBM	Joint	$1,001 - $15,000	Unavailable	Unavailable	Unavailable	Unavailable
INTU	Joint	$1,001 - $15,000	Unavailable	Unavailable	$318.13Sep 16, 2026	Unavailable
JBHT	Joint	None	Unavailable	Unavailable	$236.73Sep 16, 2026	Unavailable
JNJ	Joint	None	Unavailable	Unavailable	Unavailable	Unavailable
JCI	Joint	$1,001 - $15,000	Unavailable	Unavailable	Unavailable	Unavailable
JPM	Joint	$15,001 - $50,000	Unavailable	Unavailable	$348.92Sep 16, 2026	Unavailable
KDP	Joint	None	Unavailable	Unavailable	$31.80Sep 16, 2026	Unavailable
KMB	Joint	None	Unavailable	Unavailable	$98.10Sep 16, 2026	Unavailable
KIM	Joint	$1,001 - $15,000	Unavailable	Unavailable	Unavailable	Unavailable
KMI	Joint	$1,001 - $15,000	Unavailable	Unavailable	$30.73Sep 16, 2026	Unavailable
LHX	Joint	None	Unavailable	Unavailable	$250.74Sep 16, 2026	Unavailable
LRCX	Joint	$1,001 - $15,000	Unavailable	Unavailable	$269.23Sep 16, 2026	Unavailable
LVS	Joint	None	Unavailable	Unavailable	$41.06Sep 16, 2026	Unavailable
LEN	Joint	$1,001 - $15,000	Unavailable	Unavailable	Unavailable	Unavailable
LIN	Joint	$1,001 - $15,000	Unavailable	Unavailable	$462.09Sep 16, 2026	Unavailable
LMT	Joint	$1,001 - $15,000	Unavailable	Unavailable	$537.25Sep 16, 2026	Unavailable
LOW	Joint	$1,001 - $15,000	Unavailable	Unavailable	$194.10Sep 16, 2026	Unavailable
MTB	Joint	$1,001 - $15,000	Unavailable	Unavailable	$226.01Sep 16, 2026	Unavailable
MPC	Joint	None	Unavailable	Unavailable	$413.92Sep 16, 2026	Unavailable
MMC	Joint	$1,001 - $15,000	Unavailable	Unavailable	Unavailable	Unavailable
MAS	Joint	$1,001 - $15,000	Unavailable	Unavailable	$68.28Sep 16, 2026	Unavailable
MA	Joint	$15,001 - $50,000	Unavailable	Unavailable	$567.75Sep 16, 2026	Unavailable
MCD	Joint	$15,001 - $50,000	Unavailable	Unavailable	$248.56Sep 16, 2026	Unavailable
MCK	Joint	$1,001 - $15,000	Unavailable	Unavailable	$887.29Sep 16, 2026	Unavailable
MRK	Joint	$1,001 - $15,000	Unavailable	Unavailable	$144.91Sep 16, 2026	Unavailable
META	Joint	$50,001 - $100,000	Unavailable	Unavailable	$673.31Sep 16, 2026	Unavailable
MET	Joint	$1,001 - $15,000	Unavailable	Unavailable	$97.23Sep 16, 2026	Unavailable
MU	Joint	$1,001 - $15,000	Unavailable	Unavailable	$926.55Sep 16, 2026	Unavailable
MSFT	Joint	$100,001 - $250,000	Unavailable	Unavailable	$490.30Sep 16, 2026	Unavailable
MCO	Joint	$1,001 - $15,000	Unavailable	Unavailable	$465.30Sep 16, 2026	Unavailable
NDAQ	Joint	$1,001 - $15,000	Unavailable	Unavailable	$88.76Sep 16, 2026	Unavailable
NFLX	Joint	$15,001 - $50,000	Unavailable	Unavailable	$76.41Sep 16, 2026	Unavailable
NEM	Joint	$1,001 - $15,000	Unavailable	Unavailable	$121.76Sep 16, 2026	Unavailable
NEE	Joint	None	Unavailable	Unavailable	$80.37Sep 16, 2026	Unavailable
NSC	Joint	$1,001 - $15,000	Unavailable	Unavailable	$317.00Sep 16, 2026	Unavailable
NOC	Joint	$1,001 - $15,000	Unavailable	Unavailable	$530.78Sep 16, 2026	Unavailable
NRG	Joint	$1,001 - $15,000	Unavailable	Unavailable	$107.38Sep 16, 2026	Unavailable
NUE	Joint	$1,001 - $15,000	Unavailable	Unavailable	$260.68Sep 16, 2026	Unavailable
NVDA	Joint	$100,001 - $250,000	Unavailable	Unavailable	$213.90Sep 16, 2026	Unavailable
ORLY	Joint	$1,001 - $15,000	Unavailable	Unavailable	$83.68Sep 16, 2026	Unavailable
OKE	Joint	$1,001 - $15,000	Unavailable	Unavailable	Unavailable	Unavailable
ORCL	Joint	$15,001 - $50,000	Unavailable	Unavailable	$143.16Sep 16, 2026	Unavailable
PCAR	Joint	$1,001 - $15,000	Unavailable	Unavailable	$118.22Sep 16, 2026	Unavailable
PANW	Joint	$15,001 - $50,000	Unavailable	Unavailable	$375.65Sep 16, 2026	Unavailable
PH	Joint	$1,001 - $15,000	Unavailable	Unavailable	Unavailable	Unavailable
PEP	Joint	$1,001 - $15,000	Unavailable	Unavailable	$134.34Sep 16, 2026	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
COF — Capital One Financial Corporation Common Stock (COF) [ST]	Joint	Purchase Source rows (1) $1,001 - $15,000 Original ↗ · Row 9 · Ptr joint · P · $1,001 - $15,000	Feb 24, 2025	Sep 11, 2026
GS — Goldman Sachs Group, Inc. (GS) [ST]	Joint	Purchase Source rows (1) $1,001 - $15,000 Original ↗ · Row 20 · Ptr joint · P · $1,001 - $15,000	Feb 24, 2025	Sep 11, 2026
MS — Morgan Stanley Common Stock (MS) [ST]	Joint	Sale (partial) Source rows (1) $1,001 - $15,000 Original ↗ · Row 25 · Ptr joint · S (partial) · $1,001 - $15,000	Feb 24, 2025	Sep 11, 2026
PNC — PNC Financial Services Group, Inc. (PNC) [ST]	Joint	Sale (partial) Source rows (1) $1,001 - $15,000 Original ↗ · Row 33 · Ptr joint · S (partial) · $1,001 - $15,000	Feb 24, 2025	Sep 11, 2026
PGR — Progressive Corporation (PGR) [ST]	Joint	Purchase Source rows (1) $1,001 - $15,000 Original ↗ · Row 35 · Ptr joint · P · $1,001 - $15,000	Feb 24, 2025	Sep 11, 2026
BK — The Bank of New York Mellon Corporation Common Stock (BK) [ST]	Joint	Purchase Source rows (1) $1,001 - $15,000 Original ↗ · Row 42 · Ptr joint · P · $1,001 - $15,000	Feb 24, 2025	Sep 11, 2026
RTX — Chase Brokerage Account (3935) ⇒ RTX Corporation Common Stock (RTX) [ST]	Joint	PurchaseAnnual schedule; may repeat a PTR Source rows (1) $1,001 - $15,000 Original ↗ · Row 162 · Annual joint · P · $1,001 - $15,000	Feb 14, 2025	Sep 14, 2026
PGR — Chase Brokerage Account (3935) ⇒ Progressive Corporation (PGR) [ST]	Joint	PurchaseAnnual schedule; may repeat a PTR Source rows (1) $1,001 - $15,000 Original ↗ · Row 163 · Annual joint · P · $1,001 - $15,000	Feb 14, 2025	Sep 14, 2026
COF — Chase Brokerage Account (3935) ⇒ Capital One Financial Corporation Common Stock (COF) [ST]	Joint	PurchaseAnnual schedule; may repeat a PTR Source rows (1) $1,001 - $15,000 Original ↗ · Row 164 · Annual joint · P · $1,001 - $15,000	Feb 14, 2025	Sep 14, 2026
CB — Chase Brokerage Account (3935) ⇒ Chubb Limited Common Stock (CB) [ST]	Joint	SaleAnnual schedule; may repeat a PTR Source rows (1) $1,001 - $15,000 Original ↗ · Row 165 · Annual joint · S · $1,001 - $15,000	Feb 14, 2025	Sep 14, 2026
BK — Chase Brokerage Account (3935) ⇒ The Bank of New York Mellon Corporation Common Stock (BK) [ST]	Joint	PurchaseAnnual schedule; may repeat a PTR Source rows (1) $1,001 - $15,000 Original ↗ · Row 166 · Annual joint · P · $1,001 - $15,000	Feb 14, 2025	Sep 14, 2026
COF — Capital One Financial Corporation Common Stock (COF) [ST]	Joint	Purchase Source rows (1) $1,001 - $15,000 Original ↗ · Row 10 · Ptr joint · P · $1,001 - $15,000	Feb 14, 2025	Sep 11, 2026
CB — Chubb Limited Common Stock (CB) [ST]	Joint	Sale Source rows (1) $1,001 - $15,000 Original ↗ · Row 11 · Ptr joint · S · $1,001 - $15,000	Feb 14, 2025	Sep 11, 2026
PGR — Progressive Corporation (PGR) [ST]	Joint	Purchase Source rows (1) $1,001 - $15,000 Original ↗ · Row 34 · Ptr joint · P · $1,001 - $15,000	Feb 14, 2025	Sep 11, 2026
RTX — RTX Corporation Common Stock (RTX) [ST]	Joint	Purchase Source rows (1) $1,001 - $15,000 Original ↗ · Row 37 · Ptr joint · P · $1,001 - $15,000	Feb 14, 2025	Sep 11, 2026
BK — The Bank of New York Mellon Corporation Common Stock (BK) [ST]	Joint	Purchase Source rows (1) $1,001 - $15,000 Original ↗ · Row 43 · Ptr joint · P · $1,001 - $15,000	Feb 14, 2025	Sep 11, 2026
WFC — Merrill Lynch Tax Efficient Core ⇒ Wells Fargo & Company Common Stock (WFC) [ST]	Joint	PurchaseAnnual schedule; may repeat a PTR Source rows (1) $1,001 - $15,000 Original ↗ · Row 195 · Annual joint · P · $1,001 - $15,000	Feb 12, 2025	Sep 14, 2026
AES — Merrill Lynch Tax Efficient Core ⇒ The AES Corporation Common Stock (AES) [ST]	Joint	SaleAnnual schedule; may repeat a PTR Source rows (1) $1,001 - $15,000 Original ↗ · Row 196 · Annual joint · S · $1,001 - $15,000	Feb 12, 2025	Sep 14, 2026
PYPL — Merrill Lynch Tax Efficient Core ⇒ PayPal Holdings, Inc. - Common Stock (PYPL) [ST]	Joint	PurchaseAnnual schedule; may repeat a PTR Source rows (1) $1,001 - $15,000 Original ↗ · Row 197 · Annual joint · P · $1,001 - $15,000	Feb 12, 2025	Sep 14, 2026
ON — Merrill Lynch Tax Efficient Core ⇒ ON Semiconductor Corporation - Common Stock (ON) [ST]	Joint	PurchaseAnnual schedule; may repeat a PTR Source rows (1) $1,001 - $15,000 Original ↗ · Row 198 · Annual joint · P · $1,001 - $15,000	Feb 12, 2025	Sep 14, 2026
F — Merrill Lynch Tax Efficient Core ⇒ Ford Motor Company Common Stock (F) [ST]	Joint	PurchaseAnnual schedule; may repeat a PTR Source rows (1) $1,001 - $15,000 Original ↗ · Row 199 · Annual joint · P · $1,001 - $15,000	Feb 12, 2025	Sep 14, 2026
HII — Merrill Lynch Tax Efficient Core ⇒ Huntington Ingalls Industries, Inc. Common Stock (HII) [ST]	Joint	SaleAnnual schedule; may repeat a PTR Source rows (1) $1,001 - $15,000 Original ↗ · Row 200 · Annual joint · S · $1,001 - $15,000	Feb 12, 2025	Sep 14, 2026
PLTR — Merrill Lynch Tax Efficient Core ⇒ Palantir Technologies Inc. - Class A Common Stock (PLTR) [ST]	Joint	PurchaseAnnual schedule; may repeat a PTR Source rows (1) $1,001 - $15,000 Original ↗ · Row 201 · Annual joint · P · $1,001 - $15,000	Feb 12, 2025	Sep 14, 2026
REGN — Merrill Lynch Tax Efficient Core ⇒ Regeneron Pharmaceuticals, Inc. - Common Stock (REGN) [ST]	Joint	Sale (partial)Annual schedule; may repeat a PTR Source rows (1) $1,001 - $15,000 Original ↗ · Row 202 · Annual joint · S (partial) · $1,001 - $15,000	Feb 12, 2025	Sep 14, 2026
ANET — Merrill Lynch Tax Efficient Core ⇒ Arista Networks, Inc. Common Stock (ANET) [ST]	Joint	PurchaseAnnual schedule; may repeat a PTR Source rows (1) $1,001 - $15,000 Original ↗ · Row 203 · Annual joint · P · $1,001 - $15,000	Feb 12, 2025	Sep 14, 2026
VST — Merrill Lynch Tax Efficient Core ⇒ Vistra Corp. Common Stock (VST) [ST]	Joint	PurchaseAnnual schedule; may repeat a PTR Source rows (1) $1,001 - $15,000 Original ↗ · Row 204 · Annual joint · P · $1,001 - $15,000	Feb 12, 2025	Sep 14, 2026
TER — Merrill Lynch Tax Efficient Core ⇒ Teradyne, Inc. (TER) [ST]	Joint	PurchaseAnnual schedule; may repeat a PTR Source rows (1) $1,001 - $15,000 Original ↗ · Row 205 · Annual joint · P · $1,001 - $15,000	Feb 12, 2025	Sep 14, 2026
EIX — Merrill Lynch Tax Efficient Core ⇒ Edison International Common Stock (EIX) [ST]	Joint	PurchaseAnnual schedule; may repeat a PTR Source rows (1) $1,001 - $15,000 Original ↗ · Row 206 · Annual joint · P · $1,001 - $15,000	Feb 12, 2025	Sep 14, 2026
CEG — Merrill Lynch Tax Efficient Core ⇒ Constellation Energy Corporation - Common Stock (CEG) [ST]	Joint	PurchaseAnnual schedule; may repeat a PTR Source rows (1) $1,001 - $15,000 Original ↗ · Row 207 · Annual joint · P · $1,001 - $15,000	Feb 12, 2025	Sep 14, 2026
EL — Merrill Lynch Tax Efficient Core ⇒ Estee Lauder Companies, Inc. (EL) [ST]	Joint	SaleAnnual schedule; may repeat a PTR Source rows (1) $1,001 - $15,000 Original ↗ · Row 208 · Annual joint · S · $1,001 - $15,000	Feb 12, 2025	Sep 14, 2026
FCX — Merrill Lynch Tax Efficient Core ⇒ Freeport-McMoRan, Inc. Common Stock (FCX) [ST]	Joint	PurchaseAnnual schedule; may repeat a PTR Source rows (1) $1,001 - $15,000 Original ↗ · Row 209 · Annual joint · P · $1,001 - $15,000	Feb 12, 2025	Sep 14, 2026
ETN — Merrill Lynch Tax Efficient Core ⇒ Eaton Corporation, PLC Ordinary Shares (ETN) [ST]	Joint	PurchaseAnnual schedule; may repeat a PTR Source rows (1) $1,001 - $15,000 Original ↗ · Row 210 · Annual joint · P · $1,001 - $15,000	Feb 12, 2025	Sep 14, 2026
PFE — Merrill Lynch Tax Efficient Core ⇒ Pfizer, Inc. Common Stock (PFE) [ST]	Joint	SaleAnnual schedule; may repeat a PTR Source rows (1) $1,001 - $15,000 Original ↗ · Row 211 · Annual joint · S · $1,001 - $15,000	Feb 12, 2025	Sep 14, 2026
TSLA — Merrill Lynch Tax Efficient Core ⇒ Tesla, Inc. - Common Stock (TSLA) [ST]	Joint	SaleAnnual schedule; may repeat a PTR Source rows (1) $15,001 - $50,000 Original ↗ · Row 212 · Annual joint · S · $15,001 - $50,000	Feb 12, 2025	Sep 14, 2026
BWA — Merrill Lynch Tax Efficient Core ⇒ BorgWarner Inc. Common Stock (BWA) [ST]	Joint	PurchaseAnnual schedule; may repeat a PTR Source rows (1) $1,001 - $15,000 Original ↗ · Row 250 · Annual joint · P · $1,001 - $15,000	Feb 12, 2025	Sep 14, 2026
BA — Merrill Lynch Tax Efficient Core ⇒ Boeing Company (BA) [ST]	Joint	PurchaseAnnual schedule; may repeat a PTR Source rows (1) $1,001 - $15,000 Original ↗ · Row 251 · Annual joint · P · $1,001 - $15,000	Feb 12, 2025	Sep 14, 2026
WBA — Merrill Lynch Tax Efficient Core ⇒ Walgreens Boots Alliance, Inc. - Common Stock (WBA) [ST]	Joint	SaleAnnual schedule; may repeat a PTR Source rows (1) $1,001 - $15,000 Original ↗ · Row 252 · Annual joint · S · $1,001 - $15,000	Feb 12, 2025	Sep 14, 2026
ALB — Merrill Lynch Tax Efficient Core ⇒ Albemarle Corporation Common Stock (ALB) [ST]	Joint	SaleAnnual schedule; may repeat a PTR Source rows (1) $1,001 - $15,000 Original ↗ · Row 253 · Annual joint · S · $1,001 - $15,000	Feb 12, 2025	Sep 14, 2026
ENPH — Merrill Lynch Tax Efficient Core ⇒ Enphase Energy, Inc. - Common Stock (ENPH) [ST]	Joint	SaleAnnual schedule; may repeat a PTR Source rows (1) $1,001 - $15,000 Original ↗ · Row 254 · Annual joint · S · $1,001 - $15,000	Feb 12, 2025	Sep 14, 2026
MKTX — Merrill Lynch Tax Efficient Core ⇒ MarketAxess Holdings, Inc. - Common Stock (MKTX) [ST]	Joint	SaleAnnual schedule; may repeat a PTR Source rows (1) $1,001 - $15,000 Original ↗ · Row 255 · Annual joint · S · $1,001 - $15,000	Feb 12, 2025	Sep 14, 2026
APTV — Merrill Lynch Tax Efficient Core ⇒ Aptiv PLC Ordinary Shares (APTV) [ST]	Joint	PurchaseAnnual schedule; may repeat a PTR Source rows (1) $1,001 - $15,000 Original ↗ · Row 256 · Annual joint · P · $1,001 - $15,000	Feb 12, 2025	Sep 14, 2026
JNPR — Merrill Lynch Tax Efficient Core ⇒ Juniper Networks, Inc. Common Stock (JNPR) [ST]	Joint	SaleAnnual schedule; may repeat a PTR Source rows (1) $1,001 - $15,000 Original ↗ · Row 257 · Annual joint · S · $1,001 - $15,000	Feb 12, 2025	Sep 14, 2026
ALB — Albemarle Corporation Common Stock (ALB) [ST]	Joint	Sale Source rows (1) $1,001 - $15,000 Original ↗ · Row 1 · Ptr joint · S · $1,001 - $15,000	Feb 12, 2025	Sep 11, 2026
APTV — Aptiv PLC Ordinary Shares (APTV) [ST]	Joint	Purchase Source rows (1) $1,001 - $15,000 Original ↗ · Row 3 · Ptr joint · P · $1,001 - $15,000	Feb 12, 2025	Sep 11, 2026
ANET — Arista Networks, Inc. Common Stock (ANET) [ST]	Joint	Purchase Source rows (1) $1,001 - $15,000 Original ↗ · Row 4 · Ptr joint · P · $1,001 - $15,000	Feb 12, 2025	Sep 11, 2026
BA — Boeing Company (BA) [ST]	Joint	Purchase Source rows (1) $1,001 - $15,000 Original ↗ · Row 6 · Ptr joint · P · $1,001 - $15,000	Feb 12, 2025	Sep 11, 2026
BWA — BorgWarner Inc. Common Stock (BWA) [ST]	Joint	Purchase Source rows (1) $1,001 - $15,000 Original ↗ · Row 7 · Ptr joint · P · $1,001 - $15,000	Feb 12, 2025	Sep 11, 2026
CEG — Constellation Energy Corporation - Common Stock (CEG) [ST]	Joint	Purchase Source rows (1) $1,001 - $15,000 Original ↗ · Row 12 · Ptr joint · P · $1,001 - $15,000	Feb 12, 2025	Sep 11, 2026
ETN — Eaton Corporation, PLC Ordinary Shares (ETN) [ST]	Joint	Purchase Source rows (1) $1,001 - $15,000 Original ↗ · Row 13 · Ptr joint · P · $1,001 - $15,000	Feb 12, 2025	Sep 11, 2026
EIX — Edison International Common Stock (EIX) [ST]	Joint	Purchase Source rows (1) $1,001 - $15,000 Original ↗ · Row 15 · Ptr joint · P · $1,001 - $15,000	Feb 12, 2025	Sep 11, 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