Ed Case
Reported holdings, 31 December 2025
From their annual Financial Disclosure, filed 4/10/2026 — 20 assets, about $6.2M at the middle of each value range.
- AAPL · Apple Inc. (AAPL)48.4%
- Alliant Credit Union6.0%
- AMZN · Amazon.com, Inc. (AMZN)6.0%
- US Equity Index6.0%
- Vanguard Target 20206.0%
- Other 15 assets27.1%
By type: Stock 60% · Mutual Fund 21% · Exchange Traded Fund 13% · Bank Deposit 6% · Other 0%
| Asset | Type | Value | Share | Held by |
|---|---|---|---|---|
AAPLApple Inc. (AAPL) | Stock | $1,000,001 - $5,000,000 | 48.4% | Self |
Alliant Credit Union | Bank Deposit | $250,001 - $500,000 | 6.0% | Self |
AMZNAmazon.com, Inc. (AMZN) | Stock | $250,001 - $500,000 | 6.0% | Self |
US Equity Index | Mutual Fund | $250,001 - $500,000 | 6.0% | Self |
Vanguard Target 2020 | Mutual Fund | $250,001 - $500,000 | 6.0% | Self |
Fidelity Balanced | Mutual Fund | $100,001 - $250,000 | 2.8% | Self |
JNJJohnson & Johnson (JNJ) | Stock | $100,001 - $250,000 | 2.8% | Self |
MSFTMicrosoft Corporation (MSFT) | Stock | $100,001 - $250,000 | 2.8% | Self |
Vanguard FTSE Developed Mkts | Exchange Traded Fund | $100,001 - $250,000 | 2.8% | Self |
Vanguard High Dividend Yield | Exchange Traded Fund | $100,001 - $250,000 | 2.8% | Self |
Vanguard Intl Divid Apprec | Exchange Traded Fund | $100,001 - $250,000 | 2.8% | Self |
Vanguard Long Term Treasury | Exchange Traded Fund | $100,001 - $250,000 | 2.8% | Self |
Vanguard Target 2015 | Mutual Fund | $100,001 - $250,000 | 2.8% | Self |
VEIRXVanguard Equity Income Fund Admiral Shares (VEIRX) | Mutual Fund | $50,001 - $100,000 | 1.2% | Self |
Vanguard Health Care Admiral CL | Mutual Fund | $50,001 - $100,000 | 1.2% | Self |
The 15 largest of 20. The filed report lists every one.
The member's own statement of what they, their spouse and dependent children held on 31 December 2025. Values are ranges, so the dollar figure and shares use the middle of each range (the floor of an open-ended one), and an asset held in several accounts is their sum. Assets sold or emptied during the year are left out. 2 assets are valued "undetermined" and not counted.
Estimated current stock holdings
Stocks bought in the last 5 years with no sale disclosed since — 1 names across 10 purchases, $80.0K at the disclosed midpoints.
- AAPL · Apple100.0%
| Stock | Disclosed at purchase | Share | Since | Held by |
|---|---|---|---|---|
AAPLApple | $80.0K | 100.0% | 2026-03-14 | Spouse |
An estimate, not a statement of what they own. Trade filings report changes, never balances, so this cannot see stock bought more than 5 years ago and never traded since, and a partial sale closes the whole purchase it is matched to. Amounts are what was disclosed at purchase (the middle of each range), not today's value. Options are left out: they expire, and filings never say whether one was a call or a put.
Every disclosed trade
11 rows. Sort any column; Source opens the filed PDF.