Conflicts of Interest Disclosure : Securities, Mutual Funds, Investments

Gary Pan reported the following investments:

Investment Type Value
Amazon Stock $50,001 - $250,000
AT&T (T) Stock $50,001 - $250,000
Citigroup (C) Stock $50,001 - $250,000
ExxonMobil (XOM) Stock $50,001 - $250,000
Facebook/Meta Stock $50,001 - $250,000
Google/Alphabet (GOOG) Stock $50,001 - $250,000
IBM Stock $5,001 to $50,000
JBG Smith Companies Stock $5,001 to $50,000
JP Morgan Chase (JPM) Stock $5,001 to $50,000
Microsoft Corp Stock $50,001 - $250,000
Oracle Corp Stock $5,001 to $50,000
Pfizer Inc Stock $5,001 to $50,000
Merrill Lynch Brokerage Account More than $250,000
Black Rock Mutual Fund $5,001 to $50,000
CAERES Mutual Fund More than $250,000
Loomis Sayles Mutual Fund $5,001 to $50,000
PMF Fund Mutual Fund $5,001 to $50,000
Templeton Vanguard Mutual Fund $5,001 to $50,000