bernard Marc Harvey: statement of financial affairs

Data last updated: F-1 statements filed through Oct 13, 2026 (read Oct 14, 2026)

Income 2

Source	For	Whose	Amount
us gov BALTIMORE, MD	social security	Filer	$0–$29,999
US GOV BALTIMORE, MD	SOCIAL SECURITY	Spouse	$0–$29,999

Held at / in	What	Whose	Value
j handcock	life	Filer	$0–$29,999
AMERIPRISE	STOCK	Filer, Spouse	$200,000–$499,999
TIAA	BONDS	Spouse	$200,000–$499,999
schwab	SECURITIES	Filer	$750,000–$999,999
retirement	ALPHABET GOOG	Filer	$60,000–$99,999
	AMAZON AMZN		$0–$29,999
	APOLLO SR AFT		$0–$29,999 income $0–$29,999
	BERKSHIRE BRK		$30,000–$59,999
	INVESCO AEROSPACE PPA		$0–$29,999 income $0–$29,999
	EMERGING MARKETS PCY		$0–$29,999 income $0–$29,999
	INVESCO VAR PFD VRP		$0–$29,999 income $0–$29,999
	TIPS TIP		$0–$29,999 income $0–$29,999
	NUVEEN PFD JPT		$0–$29,999 income $0–$29,999
	STAPLES XLP		$0–$29,999 income $0–$29,999
	SPROTT GOLD CEF		$0–$29,999 income $0–$29,999
	UNITED HEALTH UNH		$0–$29,999 income $0–$29,999
	EUROPE ETF VGK		$0–$29,999 income $0–$29,999
	cummings CMI		$0–$29,999 income $0–$29,999
	3m MMM		$30,000–$59,999 income $0–$29,999
	medtronic MDT		$0–$29,999 income $0–$29,999
	amazon AMZN		$0–$29,999 income $0–$29,999
	midcap fincl MFIC		$0–$29,999 income $0–$29,999
	solventum SOLV		$0–$29,999 income $0–$29,999
	BANCO LATINO BLX		$0–$29,999 income $0–$29,999
	A P MOELLER AMKBY		$0–$29,999 income $0–$29,999
	UNITED HEALTH UNH		$0–$29,999 income $0–$29,999

Business	Role	Whose
MID-COLUMBIA FISHERIES ENHANCEMENT GROUP NON PROFIT Paid by a government agency: 2 payment(s) listed	TREASURER BOARD MEMBER	Filer

Where	Whose	Assessed value	Mortgages and liens
lyle, WA	Filer, Spouse	$200,000–$499,999	—

Street addresses are on the PDC's copy; we show the city only.

Values are the F-1's brackets (exact for gifts). Includes a spouse's or domestic partner's interests.