Scott Surovell reported the following investments:
| Investment | Type | Value |
|---|---|---|
| Ambarella | Stock | $5,001 to $50,000 |
| American Express Co | Stock | $5,001 to $50,000 |
| Axon Enterprise Inc | Stock | $5,001 to $50,000 |
| Beyond Meat | Stock | $5,001 to $50,000 |
| GoPro | Stock | $5,001 to $50,000 |
| Harris Corp | Stock | $5,001 to $50,000 |
| Illumina Inc | Stock | $5,001 to $50,000 |
| Intel Corp | Stock | $50,001 - $250,000 |
| iRobot Corp | Stock | $5,001 to $50,000 |
| Johnson & Johnson | Stock | $5,001 to $50,000 |
| Newell | Stock | $50,001 - $250,000 |
| Peloton | Stock | $50,001 - $250,000 |
| Tesla Motors | Stock | $5,001 to $50,000 |
| Walt Disney Co | Stock | $5,001 to $50,000 |
| Apple Hospitality REIT (APLE) | Mutual Fund | $50,001 - $250,000 |
| Federated Hermes Capital Preservation ISP | Mutual Fund | More than $250,000 |
| U.S. Stock Fund | Mutual Fund | $5,001 to $50,000 |
| Vanguard 500 Index Fund - Admiral | Mutual Fund | $50,001 - $250,000 |
| Vanguard Midcap Index Fund | Mutual Fund | $50,001 - $250,000 |
| Vanguard Money Market Fund Investor Shares | Mutual Fund | $50,001 - $250,000 |
| Vanguard Small Cap Index Fund | Mutual Fund | $50,001 - $250,000 |
| Vanguard Target Retirement Trust 2040 Fund | Mutual Fund | More than $250,000 |
| Whitestone REIT (WSR) | Mutual Fund | $5,001 to $50,000 |
| Deloitte Pension Plan for Independence | Other | $50,001 - $250,000 |
| Maryland College Investment Plan - Equity Fund | Other | $50,001 - $250,000 |
| Maryland College Investment Plan Portfolio 2021 | Other | $50,001 - $250,000 |
| VA 457 High Yield Bond Fund | Other | $5,001 to $50,000 |
| Realta LLC | Partnership Interest | $50,001 - $250,000 |
| Surovell Isaacs & Levy PLC | Partnership Interest | $50,001 - $250,000 |
