Dan Newhouse

Estimate as of Oct 26, 2026

Republican · House WA04

Wikipedia biography ↗Years Elected: About 11.8Rank: #74

Service dates

Federal elected service; earlier service not yet verified.

Jan 6, 2015 – Nov 2, 2026

Estimated public-equity portfolio performance

1 year

9.80%

Cumulative estimated return

SPY: 13.01%
Outperformance: -3.21 percentage points

2025-10-24 – 2026-10-26

Missing information

51 sales exceeding observed holdings (unmatched amount omitted).
7 rows without a saved price.
423 annual source rows remain unresolved or superseded; excluded from usable transactions.

3 years

41.07%

Cumulative estimated return

SPY: 85.52%
Outperformance: -44.45 percentage points

2023-10-26 – 2026-10-26

Missing information

51 sales exceeding observed holdings (unmatched amount omitted).
7 rows without a saved price.
423 annual source rows remain unresolved or superseded; excluded from usable transactions.

5 years

31.60%

Cumulative estimated return

SPY: 67.86%
Outperformance: -36.26 percentage points

2021-10-26 – 2026-10-26

Missing information

51 sales exceeding observed holdings (unmatched amount omitted).
7 rows without a saved price.
423 annual source rows remain unresolved or superseded; excluded from usable transactions.

As of Oct 26, 2026. 201 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.

Asset	Owner	Reported value	Purchased	Purchase price	Last close	Current ROI
ACN	Spouse	$1,001 - $15,000	Unavailable	Unavailable	$260.94Nov 2, 2026	Unavailable
ADBE	Spouse	$1,001 - $15,000	Unavailable	Unavailable	$251.47Nov 2, 2026	Unavailable
AMD	Spouse	$1,001 - $15,000	Unavailable	Unavailable	$466.84Nov 2, 2026	Unavailable
GOOGL	Spouse	$1,001 - $15,000	Unavailable	Unavailable	$278.99Nov 2, 2026	Unavailable
AMZN	Spouse	$1,001 - $15,000	Unavailable	Unavailable	$245.63Nov 2, 2026	Unavailable
AME	Spouse	$1,001 - $15,000	Unavailable	Unavailable	$241.91Nov 2, 2026	Unavailable
ADI	Spouse	$1,001 - $15,000	Unavailable	Unavailable	$412.85Nov 2, 2026	Unavailable
AAPL	Spouse	$1,001 - $15,000	Unavailable	Unavailable	$338.32Nov 2, 2026	Unavailable
AMAT	Spouse	$1,001 - $15,000	Unavailable	Unavailable	$374.53Nov 2, 2026	Unavailable
T	Spouse	$1,001 - $15,000	Unavailable	Unavailable	$21.44Nov 2, 2026	Unavailable
ADP	Spouse	$1,001 - $15,000	Unavailable	Unavailable	$298.78Nov 2, 2026	Unavailable
BLK	Spouse	$1,001 - $15,000	Unavailable	Unavailable	$1167.15Nov 2, 2026	Unavailable
BX	Spouse	$1,001 - $15,000	Unavailable	Unavailable	$120.14Nov 2, 2026	Unavailable
BKNG	Spouse	None	Unavailable	Unavailable	$153.75Nov 2, 2026	Unavailable
AVGO	Spouse	$1,001 - $15,000	Unavailable	Unavailable	$322.23Nov 2, 2026	Unavailable
BR	Spouse	$1,001 - $15,000	Unavailable	Unavailable	$184.22Nov 2, 2026	Unavailable
BRO	Spouse	None	Unavailable	Unavailable	$71.88Nov 2, 2026	Unavailable
SCHW	Spouse	$1,001 - $15,000	Unavailable	Unavailable	$88.71Nov 2, 2026	Unavailable
COP	Spouse	$1,001 - $15,000	Unavailable	Unavailable	$146.84Nov 2, 2026	Unavailable
CSX	Spouse	$1,001 - $15,000	Unavailable	Unavailable	$51.62Nov 2, 2026	Unavailable
DHR	Spouse	$1,001 - $15,000	Unavailable	Unavailable	$227.97Nov 2, 2026	Unavailable
DE	Spouse	$1,001 - $15,000	Unavailable	Unavailable	$667.60Nov 2, 2026	Unavailable
DG	Spouse	None	Unavailable	Unavailable	$135.78Nov 2, 2026	Unavailable
ELV	Spouse	$1,001 - $15,000	Unavailable	Unavailable	$413.60Nov 2, 2026	Unavailable
LLY	Spouse	$1,001 - $15,000	Unavailable	Unavailable	$1410.99Nov 2, 2026	Unavailable
EQR	Spouse	$1,001 - $15,000	Unavailable	Unavailable	Unavailable	Unavailable
WTRG	Spouse	$1,001 - $15,000	Unavailable	Unavailable	$44.44Nov 2, 2026	Unavailable
EL	Spouse	$1 - $1,000	Unavailable	Unavailable	$104.77Nov 2, 2026	Unavailable
EVRG	Spouse	$1,001 - $15,000	Unavailable	Unavailable	$86.55Nov 2, 2026	Unavailable
XOM	Spouse	$1,001 - $15,000	Unavailable	Unavailable	$179.67Nov 2, 2026	Unavailable
FISV	Spouse	$1,001 - $15,000	Unavailable	Unavailable	$51.93Nov 2, 2026	Unavailable
FMC	Spouse	$1,001 - $15,000	Unavailable	Unavailable	$6.50Nov 2, 2026	Unavailable
FTNT	Spouse	$1,001 - $15,000	Unavailable	Unavailable	$126.21Nov 2, 2026	Unavailable
GIS	Spouse	$1,001 - $15,000	Unavailable	Unavailable	$34.75Nov 2, 2026	Unavailable
HON	Spouse	$1,001 - $15,000	Unavailable	Unavailable	$223.77Nov 2, 2026	Unavailable
INTU	Spouse	$1,001 - $15,000	Unavailable	Unavailable	$352.10Nov 2, 2026	Unavailable
LIN	Spouse	$1,001 - $15,000	Unavailable	Unavailable	$519.72Nov 2, 2026	Unavailable
LOW	Spouse	$1,001 - $15,000	Unavailable	Unavailable	$218.15Nov 2, 2026	Unavailable
LULU	Spouse	$1,001 - $15,000	Unavailable	Unavailable	$107.83Nov 2, 2026	Unavailable
MGA	Spouse	$1,001 - $15,000	Unavailable	Unavailable	$65.52Nov 2, 2026	Unavailable
MPC	Spouse	$1,001 - $15,000	Unavailable	Unavailable	$430.39Nov 2, 2026	Unavailable
MSFT	Spouse	$1,001 - $15,000	Unavailable	Unavailable	$507.12Nov 2, 2026	Unavailable
MDLZ	Spouse	$1,001 - $15,000	Unavailable	Unavailable	$66.38Nov 2, 2026	Unavailable
MCO	Spouse	$1,001 - $15,000	Unavailable	Unavailable	$506.02Nov 2, 2026	Unavailable
NFLX	Spouse	$1,001 - $15,000	Unavailable	Unavailable	$62.34Nov 2, 2026	Unavailable
NEE	Spouse	$1,001 - $15,000	Unavailable	Unavailable	$85.03Nov 2, 2026	Unavailable
NKE	Spouse	$1,001 - $15,000	Unavailable	Unavailable	$39.12Nov 2, 2026	Unavailable
NI	Spouse	$1,001 - $15,000	Unavailable	Unavailable	$44.86Nov 2, 2026	Unavailable
NVDA	Spouse	$1,001 - $15,000	Unavailable	Unavailable	$202.06Nov 2, 2026	Unavailable
NXPI	Spouse	$1,001 - $15,000	Unavailable	Unavailable	$257.24Nov 2, 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 Oct 26, 2026

Asset	Owner	Estimated units	Estimated value
Edward Jones IRA ⇒ Apple Inc. (AAPL) [ST]	spouse	29.42875009195909659383506216	10120.84
Accenture plc Class A Ordinary Shares (ACN) [ST]	spouse	88.98140036071122350902063323	21998.87
Edward Jones IRA ⇒ Analog Devices, Inc. - Common Stock (ADI) [ST]	spouse	29.50036873156342182890855457	12034.09
Edward Jones IRA ⇒ Automatic Data Processing, Inc. - Common Stock (ADP) [ST]	spouse	31.10251525871787894102554134	9365.59
Applied Materials, Inc. - Common Stock (AMAT) [ST]	spouse	17.85272336508564923090634813	6919.54
Amcor plc Ordinary Shares (AMCR) [ST]	spouse	185.2825382121352477999073645	8558.20
Advanced Micro Devices, Inc. (AMD) [ST]	spouse	23.01694248734691313466149569	12228.44
Edward Jones IRA ⇒ AMETEK, Inc. (AME) [ST]	spouse	38.96790219667819395061127076	9461.80
Edward Jones IRA ⇒ Amazon.com, Inc. (AMZN) [ST]	spouse	34.66120786760246079195910233	8633.76
Arista Networks, Inc. Common Stock (ANET) [ST]	spouse	42.79257595207531022678647839	7584.56
Amphenol Corporation Common Stock (APH) [ST]	spouse	100.5972588960140827360744373	7571.96
Edward Jones IRA ⇒ Broadcom Inc. (AVGO) [ST]	spouse	23.11615140132909563709910431	7609.14
Edward Jones IRA ⇒ BlackRock, Inc. (BLK) [ST]	spouse	7.474727656632471924808939216	8428.95
Edward Jones IRA ⇒ Broadridge Financial Solutions, Inc. Common Stock (BR) [ST]	spouse	35.84935251153828919657660080	6491.96
Edward Jones IRA ⇒ Blackstone Inc. Common Stock (BX) [ST]	spouse	51.90411314389516024393408590	6179.70
Edward Jones IRA ⇒ ConocoPhillips Common Stock (COP) [ST]	spouse	85.46629633586155325285760068	12937.03
Costco Wholesale Corporation - Common Stock (COST) [ST]	spouse	8.731787175989085948158253752	8776.84
Edward Jones IRA ⇒ Salesforce, Inc. (CRM) [ST]	spouse	30.20082292099203503076516553	7478.03
CSX Corporation (CSX) [ST]	spouse	79.0582518294184631665703494	4056.48
Deere & Company Common Stock (DE) [ST]	spouse	3.55158839684083248869247628	2277.46
Edward Jones IRA ⇒ Danaher Corporation (DHR) [ST]	spouse	34.94889044207583435261226629	8142.04
Edward Jones IRA ⇒ Walt Disney Company (DIS) [ST]	spouse	71.85002245172878311629995510	7932.24
Edward Jones IRA ⇒ Estee Lauder Companies, Inc. (EL) [ST]	spouse	4.779411764705882352941176471	520.10
Edward Jones IRA ⇒ Elevance Health, Inc. Common Stock (ELV) [ST]	spouse	22.82270717444016545428612181	9843.89
Edward Jones IRA ⇒ Evergy, Inc. (EVRG) [ST]	spouse	110.3669471651262243068009381	9338.15
FirstEnergy Corp. Common Stock (FE) [ST]	spouse	166.9553422370617696160267112	7710.00
Fidelity National Information Services, Inc. Common Stock (FIS) [ST]	spouse	190.5788470700333492139113864	7026.64
Edward Jones IRA ⇒ Fiserv, Inc. (FISV) [ST]	spouse	125.3996865203761755485893417	6060.57
Fortinet, Inc. - Common Stock (FTNT) [ST]	spouse	49.95567550351162533352703536	9158.37
Edward Jones IRA ⇒ General Mills, Inc. Common Stock (GIS) [ST]	spouse	172.0537634408602150537634409	5798.21
Alphabet Inc. - Class A Common Stock (GOOGL) [ST]	spouse	3.16163237873101453039938159	1001.61
Honeywell International Inc. (HON) [ST]	spouse	74.32734059622864715437755258	16298.50
Edward Jones IRA ⇒ Linde plc Ordinary Shares (LIN) [ST]	spouse	18.76333872745608480499073618	9523.52
Eli Lilly and Company Common Stock (LLY) [ST]	spouse	0.713400269035802020970223317	912.54
Edward Jones IRA ⇒ Lowe's Companies, Inc. (LOW) [ST]	spouse	33.17507049261900812738430917	6575.96
Edward Jones IRA ⇒ lululemon athletica inc. - Common Stock (LULU) [ST]	spouse	38.49910976372648092007121890	3961.94
Edward Jones IRA ⇒ Moody's Corporation (MCO) [ST]	spouse	15.66115298032690613683077224	7587.05
Edward Jones IRA ⇒ Mondelez International, Inc. - Class A Common Stock (MDLZ) [ST]	spouse	148.6253018762771688649451978	9358.94
Magna International, Inc. Common Stock (MGA) [ST]	spouse	25.6205381786675642246841494	1638.69
Marathon Petroleum Corporation Common Stock (MPC) [ST]	spouse	20.99790213537321158899937323	9882.45
Morgan Stanley Common Stock (MS) [ST]	spouse	35.99289184811948893287745186	6604.34
Edward Jones IRA ⇒ Microsoft Corporation (MSFT) [ST]	spouse	16.54294694181382076837186221	8810.77
Micron Technology, Inc. - Common Stock (MU) [ST]	spouse	8.169610946594506279995915450	7382.88
Edward Jones IRA ⇒ NextEra Energy, Inc. (NEE) [ST]	spouse	99.65744892874937717987045341	8175.90
Edward Jones IRA ⇒ Netflix, Inc. (NFLX) [ST]	spouse	85.32956484641638225255972696	5452.56
Edward Jones IRA ⇒ NiSource Inc Common Stock (NI) [ST]	spouse	191.5828544061302681992337165	8322.36
Edward Jones IRA ⇒ Nike, Inc. Common Stock (NKE) [ST]	spouse	125.5768325223669753570867996	4760.62
Edward Jones IRA ⇒ ServiceNow, Inc. Common Stock (NOW) [ST]	spouse	52.22599386382923167308571056	8261.11
NVIDIA Corporation - Common Stock (NVDA) [ST]	spouse	4.97387228154505739624095543	1074.36
Edward Jones IRA ⇒ NXP Semiconductors N.V. - Common Stock (NXPI) [ST]	spouse	36.85847231180318805860130839	9060.92
Edward Jones IRA ⇒ ONEOK, Inc. Common Stock (OKE) [ST]	spouse	108.8503401360544217687074830	10488.82
Palo Alto Networks, Inc. (PANW) [ST]	spouse	18.88557949376257462151161747	7374.06
Edward Jones IRA ⇒ Pepsico, Inc. (PEP) [ST]	spouse	55.74484392419175027870680045	7551.20
Edward Jones IRA ⇒ Prologis, Inc. Common Stock (PLD) [ST]	spouse	62.67037443208522638257872474	7915.89
Edward Jones IRA ⇒ Ross Stores, Inc. - Common Stock (ROST) [ST]	spouse	44.41267902742311535472410348	10397.45
Edward Jones IRA ⇒ RTX Corporation Common Stock (RTX) [ST]	spouse	43.62322791712104689203925845	8614.72
Edward Jones IRA ⇒ Charles Schwab Corporation (SCHW) [ST]	spouse	80.07706936242618356520868782	7185.32
Edward Jones IRA ⇒ Synopsys, Inc. - Common Stock (SNPS) [ST]	spouse	17.03248743932555565017457209	7738.37
Edward Jones IRA ⇒ S&P Global Inc. Common Stock (SPGI) [ST]	spouse	16.18566107464744374664177285	7294.07
Edward Jones IRA ⇒ AT&T Inc. (T) [ST]	spouse	322.0813204508856682769726248	6715.40
Edward Jones IRA ⇒ Target Corporation Common Stock (TGT) [ST]	spouse	81.84654731457800511508951407	12156.67
Edward Jones IRA ⇒ T-Mobile US, Inc. (TMUS) [ST]	spouse	39.40356579984239558707643814	5789.57
Edward Jones IRA ⇒ Tesla, Inc. - Common Stock (TSLA) [ST]	spouse	17.78995819621097571822467313	6966.90
Edward Jones IRA ⇒ Textron Inc. Common Stock (TXT) [ST]	spouse	91.78042904669037512905816221	7168.97
Uber Technologies, Inc. Common Stock (UBER) [ST]	spouse	107.3316340220016098738932117	7097.84
Edward Jones IRA ⇒ Ulta Beauty, Inc. (ULTA) [ST]	spouse	13.22374836779557362688220029	8269.21
UnitedHealth Group Incorporated Common Stock (UNH) [ST]	spouse	5.39430832678780692153089287	2215.44
Edward Jones IRA ⇒ Union Pacific Corporation (UNP) [ST]	spouse	34.58628739408611447345668338	10271.09
United Parcel Service, Inc. Common Stock (UPS) [ST]	spouse	9.52380773103608061431676781	955.43
Edward Jones IRA ⇒ Visa Inc. (V) [ST]	spouse	22.81229505859542071797211371	9219.82
Edward Jones IRA ⇒ V.F. Corporation Common Stock (VFC) [ST]	spouse	442.5055309734513274336283186	7500.47
Edward Jones IRA ⇒ Verizon Communications Inc. Common Stock (VZ) [ST]	spouse	196.4276945740240608887797692	8466.03
Edward Jones IRA ⇒ Essential Utilities, Inc. Common Stock (WTRG) [ST]	spouse	208.5636079249217935349322211	8918.18
Edward Jones IRA ⇒ Exxon Mobil Corporation Common Stock (XOM) [ST]	spouse	66.48246634535482798736912082	12268.67

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. Unreconciled annual schedules and unmatched or ambiguous activity are omitted here.

Ticker	Owner	Purchase date	Purchase price	Sale date	Sale price	Return
UPS	Spouse	Aug 18, 2025	$86.51	Jul 10, 2026	$112.47	30.01%
PANW	Spouse	Dec 11, 2025	$190.36	Jul 10, 2026	$325.91	71.21%
FTNT	Spouse	Apr 10, 2024	$68.13	Jul 10, 2026	$157.51	131.19%
FMC	Spouse	Apr 10, 2024	$62.22	Jul 10, 2026	$10.91	-82.47%
DE	Spouse	Apr 10, 2024	$411.97	Jul 10, 2026	$586.86	42.45%
CSX	Spouse	Apr 10, 2024	$35.41	Jul 10, 2026	$49.41	39.54%
AMAT	Spouse	Aug 18, 2025	$163.53	Jul 10, 2026	$602.50	268.43%
AMD	Spouse	Aug 18, 2025	$176.14	Jul 10, 2026	$557.89	216.73%
BRO	Spouse	Aug 18, 2025	$94.95	Dec 11, 2025	$79.55	-16.22%
RTX	Spouse	Apr 10, 2024	$101.36	Aug 18, 2025	$155.50	53.41%
HSY	Spouse	Apr 10, 2024	$192.03	Apr 11, 2025	$165.65	-13.74%
RTX	Spouse	Apr 10, 2024	$101.36	Apr 11, 2025	$128.26	26.54%
PEP	Spouse	Apr 10, 2024	$168.95	Apr 11, 2025	$144.43	-14.51%
NI	Spouse	Apr 10, 2024	$27.30	Apr 11, 2025	$38.49	40.99%
HON	Spouse	Apr 10, 2024	$193.87	Apr 11, 2025	$196.74	1.48%
FTNT	Spouse	Apr 10, 2024	$68.13	Apr 11, 2025	$97.73	43.45%
EL	Spouse	Apr 10, 2024	$144.87	Apr 11, 2025	$55.23	-61.88%
ELV	Spouse	Apr 10, 2024	$507.74	Apr 11, 2025	$439.81	-13.38%
DG	Spouse	Apr 10, 2024	$154.63	Apr 11, 2025	$89.04	-42.42%
DE	Spouse	Apr 10, 2024	$411.97	Apr 11, 2025	$459.13	11.45%
DHR	Spouse	Apr 10, 2024	$245.87	Apr 11, 2025	$188.73	-23.24%
ADI	Spouse	Apr 10, 2024	$196.33	Apr 11, 2025	$179.16	-8.75%
ACN	Spouse	Apr 10, 2024	$324.40	Apr 11, 2025	$284.34	-12.35%

All trades

348 public-equity trades. Annual rows are labeled as reconciled or unresolved; unresolved rows are excluded from usable transactions and scores. Superseded and unresolved reports remain in the disclosures below.

Public-equity transactions, newest transaction dates first
Ticker	Owner	Transaction Type	Trade Date	Found Date
MPC — Edward Jones IRA ⇒ Marathon Petroleum Corporation Common Stock (MPC) [ST]	Spouse	Sale (partial)Annual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 7 · Annual spouse · S (partial) · $1,001 - $15,000	Apr 11, 2025	Sep 14, 2026
ELV — Edward Jones IRA ⇒ Elevance Health, Inc. Common Stock (ELV) [ST]	Spouse	Sale (partial)Annual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 8 · Annual spouse · S (partial) · $1,001 - $15,000	Apr 11, 2025	Sep 14, 2026
EQR — Edward Jones IRA ⇒ Equity Residential Common Shares of Beneficial Interest (EQR) [ST]	Spouse	Sale (partial)Annual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 9 · Annual spouse · S (partial) · $1,001 - $15,000	Apr 11, 2025	Sep 14, 2026
HSY — Edward Jones IRA ⇒ The Hershey Company Common Stock (HSY) [ST]	Spouse	Sale (partial)Annual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 10 · Annual spouse · S (partial) · $1,001 - $15,000	Apr 11, 2025	Sep 14, 2026
DHR — Edward Jones IRA ⇒ Danaher Corporation Common Stock (DHR) [ST]	Spouse	Sale (partial)Annual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 11 · Annual spouse · S (partial) · $1,001 - $15,000	Apr 11, 2025	Sep 14, 2026
WTRG — Edward Jones IRA ⇒ Essential Utilities, Inc. Common Stock (WTRG) [ST]	Spouse	Sale (partial)Annual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 12 · Annual spouse · S (partial) · $1,001 - $15,000	Apr 11, 2025	Sep 14, 2026
MGA — Edward Jones IRA ⇒ Magna International, Inc. Common Stock (MGA) [ST]	Spouse	Sale (partial)Annual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 13 · Annual spouse · S (partial) · $1,001 - $15,000	Apr 11, 2025	Sep 14, 2026
DG — Edward Jones IRA ⇒ Dollar General Corporation Common Stock (DG) [ST]	Spouse	Sale (partial)Annual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 14 · Annual spouse · S (partial) · $1,001 - $15,000	Apr 11, 2025	Sep 14, 2026
UNP — Edward Jones IRA ⇒ Union Pacific Corporation Common Stock (UNP) [ST]	Spouse	Sale (partial)Annual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 15 · Annual spouse · S (partial) · $1,001 - $15,000	Apr 11, 2025	Sep 14, 2026
MDLZ — Edward Jones IRA ⇒ Mondelez International, Inc. - Class A Common Stock (MDLZ) [ST]	Spouse	Sale (partial)Annual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 16 · Annual spouse · S (partial) · $1,001 - $15,000	Apr 11, 2025	Sep 14, 2026
PEP — Edward Jones IRA ⇒ Pepsico, Inc. (PEP) [ST]	Spouse	Sale (partial)Annual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 17 · Annual spouse · S (partial) · $1,001 - $15,000	Apr 11, 2025	Sep 14, 2026
VZ — Edward Jones IRA ⇒ Verizon Communications Inc. Common Stock (VZ) [ST]	Spouse	Sale (partial)Annual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 18 · Annual spouse · S (partial) · $1,001 - $15,000	Apr 11, 2025	Sep 14, 2026
INTU — Edward Jones IRA ⇒ Intuit Inc. - Common Stock (INTU) [ST]	Spouse	Sale (partial)Annual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 19 · Annual spouse · S (partial) · $1,001 - $15,000	Apr 11, 2025	Sep 14, 2026
ADBE — Edward Jones IRA ⇒ Adobe Inc. - Common Stock (ADBE) [ST]	Spouse	Sale (partial)Annual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 20 · Annual spouse · S (partial) · $1,001 - $15,000	Apr 11, 2025	Sep 14, 2026
BLK — Edward Jones IRA ⇒ BlackRock, Inc. Common Stock (BLK) [ST]	Spouse	Sale (partial)Annual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 21 · Annual spouse · S (partial) · $1,001 - $15,000	Apr 11, 2025	Sep 14, 2026
EVRG — Edward Jones IRA ⇒ Evergy, Inc. (EVRG) [ST]	Spouse	Sale (partial)Annual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 22 · Annual spouse · S (partial) · $1,001 - $15,000	Apr 11, 2025	Sep 14, 2026
TFC — Edward Jones IRA ⇒ Truist Financial Corporation Common Stock (TFC) [ST]	Spouse	Sale (partial)Annual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 23 · Annual spouse · S (partial) · $1,001 - $15,000	Apr 11, 2025	Sep 14, 2026
TMO — Edward Jones IRA ⇒ Thermo Fisher Scientific Inc Common Stock (TMO) [ST]	Spouse	Sale (partial)Annual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 24 · Annual spouse · S (partial) · $1,001 - $15,000	Apr 11, 2025	Sep 14, 2026
SBUX — Edward Jones IRA ⇒ Starbucks Corporation - Common Stock (SBUX) [ST]	Spouse	Sale (partial)Annual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 25 · Annual spouse · S (partial) · $1,001 - $15,000	Apr 11, 2025	Sep 14, 2026
NVDA — Edward Jones IRA ⇒ NVIDIA Corporation - Common Stock (NVDA) [ST]	Spouse	Sale (partial)Annual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 26 · Annual spouse · S (partial) · $1,001 - $15,000	Apr 11, 2025	Sep 14, 2026
HON — Edward Jones IRA ⇒ Honeywell International Inc. (HON) [ST]	Spouse	Sale (partial)Annual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 27 · Annual spouse · S (partial) · $1,001 - $15,000	Apr 11, 2025	Sep 14, 2026
RTX — Edward Jones IRA ⇒ RTX Corporation Common Stock (RTX) [ST]	Spouse	Sale (partial)Annual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 28 · Annual spouse · S (partial) · $1,001 - $15,000	Apr 11, 2025	Sep 14, 2026
ADI — Edward Jones IRA ⇒ Analog Devices, Inc. - Common Stock (ADI) [ST]	Spouse	Sale (partial)Annual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 29 · Annual spouse · S (partial) · $1,001 - $15,000	Apr 11, 2025	Sep 14, 2026
LOW — Edward Jones IRA ⇒ Lowe's Companies, Inc. Common Stock (LOW) [ST]	Spouse	Sale (partial)Annual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 30 · Annual spouse · S (partial) · $1,001 - $15,000	Apr 11, 2025	Sep 14, 2026
MSFT — Edward Jones IRA ⇒ Microsoft Corporation - Common Stock (MSFT) [ST]	Spouse	Sale (partial)Annual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 31 · Annual spouse · S (partial) · $1,001 - $15,000	Apr 11, 2025	Sep 14, 2026
CRM — Edward Jones IRA ⇒ Salesforce, Inc. Common Stock (CRM) [ST]	Spouse	Sale (partial)Annual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 32 · Annual spouse · S (partial) · $1,001 - $15,000	Apr 11, 2025	Sep 14, 2026
TSLA — Edward Jones IRA ⇒ Tesla, Inc. - Common Stock (TSLA) [ST]	Spouse	Sale (partial)Annual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 33 · Annual spouse · S (partial) · $1,001 - $15,000	Apr 11, 2025	Sep 14, 2026
NOW — Edward Jones IRA ⇒ ServiceNow, Inc. Common Stock (NOW) [ST]	Spouse	Sale (partial)Annual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 34 · Annual spouse · S (partial) · $1,001 - $15,000	Apr 11, 2025	Sep 14, 2026
AAPL — Edward Jones IRA ⇒ Apple Inc. - Common Stock (AAPL) [ST]	Spouse	Sale (partial)Annual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 35 · Annual spouse · S (partial) · $1,001 - $15,000	Apr 11, 2025	Sep 14, 2026
T — Edward Jones IRA ⇒ AT&T Inc. (T) [ST]	Spouse	Sale (partial)Annual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 36 · Annual spouse · S (partial) · $1,001 - $15,000	Apr 11, 2025	Sep 14, 2026
NI — Edward Jones IRA ⇒ NiSource Inc Common Stock (NI) [ST]	Spouse	Sale (partial)Annual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 37 · Annual spouse · S (partial) · $1,001 - $15,000	Apr 11, 2025	Sep 14, 2026
LIN — Edward Jones IRA ⇒ Linde plc - Ordinary Shares (LIN) [ST]	Spouse	Sale (partial)Annual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 38 · Annual spouse · S (partial) · $1,001 - $15,000	Apr 11, 2025	Sep 14, 2026
DE — Edward Jones IRA ⇒ Deere & Company Common Stock (DE) [ST]	Spouse	Sale (partial)Annual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 39 · Annual spouse · S (partial) · $1,001 - $15,000	Apr 11, 2025	Sep 14, 2026
FI — Edward Jones IRA ⇒ Fiserv, Inc. Common Stock (FI) [ST]	Spouse	Sale (partial)Annual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 40 · Annual spouse · S (partial) · $1,001 - $15,000	Apr 11, 2025	Sep 14, 2026
ACN — Edward Jones IRA ⇒ Accenture plc Class A Ordinary Shares (ACN) [ST]	Spouse	Sale (partial)Annual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 41 · Annual spouse · S (partial) · $1,001 - $15,000	Apr 11, 2025	Sep 14, 2026
GOOGL — Edward Jones IRA ⇒ Alphabet Inc. - Class A Common Stock (GOOGL) [ST]	Spouse	Sale (partial)Annual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 42 · Annual spouse · S (partial) · $1,001 - $15,000	Apr 11, 2025	Sep 14, 2026
MCO — Edward Jones IRA ⇒ Moody's Corporation Common Stock (MCO) [ST]	Spouse	Sale (partial)Annual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 43 · Annual spouse · S (partial) · $1,001 - $15,000	Apr 11, 2025	Sep 14, 2026
V — Edward Jones IRA ⇒ Visa Inc. (V) [ST]	Spouse	Sale (partial)Annual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 44 · Annual spouse · S (partial) · $1,001 - $15,000	Apr 11, 2025	Sep 14, 2026
NFLX — Edward Jones IRA ⇒ Netflix, Inc. - Common Stock (NFLX) [ST]	Spouse	Sale (partial)Annual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 45 · Annual spouse · S (partial) · $1,001 - $15,000	Apr 11, 2025	Sep 14, 2026
FTNT — Edward Jones IRA ⇒ Fortinet, Inc. - Common Stock (FTNT) [ST]	Spouse	Sale (partial)Annual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 46 · Annual spouse · S (partial) · $1,001 - $15,000	Apr 11, 2025	Sep 14, 2026
VFC — Edward Jones IRA ⇒ V.F. Corporation Common Stock (VFC) [ST]	Spouse	Sale (partial)Annual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 47 · Annual spouse · S (partial) · $1,001 - $15,000	Apr 11, 2025	Sep 14, 2026
LLY — Edward Jones IRA ⇒ Eli Lilly and Company Common Stock (LLY) [ST]	Spouse	Sale (partial)Annual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 48 · Annual spouse · S (partial) · $1,001 - $15,000	Apr 11, 2025	Sep 14, 2026
PYPL — Edward Jones IRA ⇒ PayPal Holdings, Inc. - Common Stock (PYPL) [ST]	Spouse	SaleAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 49 · Annual spouse · S · $1,001 - $15,000	Apr 11, 2025	Sep 14, 2026
AMZN — Edward Jones IRA ⇒ Amazon.com, Inc. - Common Stock (AMZN) [ST]	Spouse	Sale (partial)Annual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 50 · Annual spouse · S (partial) · $1,001 - $15,000	Apr 11, 2025	Sep 14, 2026
BKNG — Edward Jones IRA ⇒ Booking Holdings Inc. - Common Stock (BKNG) [ST]	Spouse	SaleAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 51 · Annual spouse · S · $1,001 - $15,000	Apr 11, 2025	Sep 14, 2026
EL — Edward Jones IRA ⇒ Estee Lauder Companies, Inc. (EL) [ST]	Spouse	Sale (partial)Annual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 52 · Annual spouse · S (partial) · $1,001 - $15,000	Apr 11, 2025	Sep 14, 2026
AVGO — Edward Jones IRA ⇒ Broadcom Inc. - Common Stock (AVGO) [ST]	Spouse	Sale (partial)Annual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 53 · Annual spouse · S (partial) · $1,001 - $15,000	Apr 11, 2025	Sep 14, 2026
ACN — Accenture plc Class A Ordinary Shares (ACN) [ST]	Spouse	Sale (partial) Source rows (1) $1,001 - $15,000 Original ↗ · Row 1 · Ptr spouse · S (partial) · $1,001 - $15,000	Apr 11, 2025	Sep 11, 2026
ADBE — Adobe Inc. - Common Stock (ADBE) [ST]	Spouse	Sale (partial) Source rows (1) $1,001 - $15,000 Original ↗ · Row 2 · Ptr spouse · S (partial) · $1,001 - $15,000	Apr 11, 2025	Sep 11, 2026
GOOGL — Alphabet Inc. - Class A Common Stock (GOOGL) [ST]	Spouse	Sale (partial) Source rows (1) $1,001 - $15,000 Original ↗ · Row 4 · Ptr spouse · S (partial) · $1,001 - $15,000	Apr 11, 2025	Sep 11, 2026

All disclosures

19 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
Jul 17, 2026	Dan Newhouse — PTR filed 2026-07-17 Ptr	Not established	Parsed
May 15, 2026	Dan Newhouse — Annual report filed 2026-05-15 Annual	Dec 31, 2025	Needs review
Jan 15, 2026	Dan Newhouse — PTR filed 2026-01-15 Ptr	Not established	Parsed
Sep 17, 2025	Dan Newhouse — PTR filed 2025-09-17 Ptr	Not established	Parsed
May 16, 2025	Dan Newhouse — PTR filed 2025-05-16 Ptr	Not established	Parsed
May 14, 2025	Dan Newhouse — Annual report filed 2025-05-14 Annual	Dec 31, 2024	Needs review
May 11, 2024	Dan Newhouse — Annual report filed 2024-05-11 Annual	Dec 31, 2023	Needs review
Apr 25, 2024	Dan Newhouse — Financial disclosure (A) filed 2024-04-25 Financial	Not established	Needs review
Apr 25, 2024	Dan Newhouse — PTR filed 2024-04-25 Ptr	Not established	Parsed
Jun 14, 2023	Dan Newhouse — Annual report filed 2023-06-14 Annual	Dec 31, 2022	Needs review
Jun 13, 2023	Dan Newhouse — Financial disclosure (A) filed 2023-06-13 Financial	Not established	Needs review
May 26, 2023	Dan Newhouse — PTR filed 2023-05-26 Ptr	Not established	Parsed
May 9, 2023	Dan Newhouse — Financial disclosure (X) filed 2023-05-09 Financial	Not established	Parsed
May 16, 2022	Dan Newhouse — Annual report filed 2022-05-16 Annual	Dec 31, 2021	Needs review
Aug 6, 2021	Dan Newhouse — PTR filed 2021-08-06 Ptr	Not established	Parsed
Aug 6, 2021	Dan Newhouse — Annual report filed 2021-08-06 Annual	Dec 31, 2020	Needs review
Apr 26, 2021	Dan Newhouse — Financial disclosure (X) filed 2021-04-26 Financial	Not established	Parsed
Aug 10, 2020	Dan Newhouse — Annual report filed 2020-08-10 Annual	Dec 31, 2019	Needs review
Apr 15, 2020	Dan Newhouse — Financial disclosure (X) filed 2020-04-15 Financial	Not established	Parsed