Jennifer Lee › Form 700
| Name | Business | Value | |
|---|---|---|---|
| Apple Inc | Tech company | $100,001–$1,000,000 | |
| Chipotle Mexican Grill Inc. | Restaurant chain | $10,001–$100,000 | |
| Block Inc | Tech company | $2,000–$10,000 | |
| Vanguard Dividend Appreciation | Investment Company | $10,001–$100,000 | |
| Vanguard FTSE Developed Markets | Investment Company | $10,001–$100,000 | |
| Vanguard FTSE Emerging Markets | Investment Company | $10,001–$100,000 | |
| Vanguard Growth ETF | Investment Company | $10,001–$100,000 | |
| Vanguard Intermediate Term Cor | Investment Company | $10,001–$100,000 | |
| Vanguard Mid-Cap ETF | Investment Company | $10,001–$100,000 | |
| Vanguard Real Estate ETF | Investment Company | $10,001–$100,000 | |
| Vanguard Small Cap ETF | Investment Company | $10,001–$100,000 | |
| Block Inc | Tech Company | $10,001–$100,000 acquired 2025-04-03 | |
| Chevorn | Gas company | $10,001–$100,000 acquired 2025-04-03 | |
| Exxon Mobile Corp | Gas Company | $2,000–$10,000 acquired 2025-04-03 | |
| JP Morgan Chase | Banking | $10,001–$100,000 acquired 2025-04-03 | |
| Costco Wholesale Corp | Retail/Grocery | $10,001–$100,000 acquired 2025-04-03 | |
| Home Depot | Retail/Tools/Construction material | $2,000–$10,000 acquired 2025-04-03 | |
| Lilly Eli Company | Pharmaceutical | $10,001–$100,000 acquired 2025-04-03 | |
| Mastercard | Credit card company | $10,001–$100,000 acquired 2025-04-03 | |
| Berkshire Hathaway | Multinational Conglomerate | $10,001–$100,000 acquired 2025-04-03 | |
| Nvidia Corp | AI corporation | $2,000–$10,000 acquired 2025-04-03 | |
| Merck & Co | Pharmaceutical company | $10,001–$100,000 acquired 2025-04-03 | |
| Alphabet Company | Tech company | $10,001–$100,000 acquired 2025-04-03 | |
| Palo Alto Networks | Cybersecurity | $2,000–$10,000 acquired 2025-04-03 | |
| Pepsico | Pepsi Cola | $2,000–$10,000 acquired 2025-04-03 | |
| Visa Inc | Credit Card | $10,001–$100,000 acquired 2025-04-03 | |
| PNC Financial Services Group | Banking | $10,001–$100,000 acquired 2025-04-03 | |
| Savings Plus | 401k | $10,001–$100,000 acquired 2025-01-01 | |
| Savings plus | 401k · short term investment | $2,000–$10,000 acquired 2025-01-01 | |
| Walmart | Retail/Grocery | $2,000–$10,000 acquired 2025-04-03 | |
| Savings Plus | 401k · Bonds | $10,001–$100,000 acquired 2025-01-01 |
Gull Cottage Mendocino LLC LLC · from the PDF
Rental property · 45250 S. Caspar Drive, Mendocino CA · Co-Owner
Value $10,001–$100,000 · gross income $1,001–$10,000
Holds: 45250 S. Caspar Drive, Mendocino CA (Vacation rental) · over $1,000,000 · Property Ownership/Deed of Trust
| From | Gifts | Total | |
|---|---|---|---|
| Contra Costa County Bar Association · from the PDF 2300 Clayton Road, Ste 520, Concord, CA 94520 | 2025-12-03 · Dinner and drink ticket · $75 2025-09-04 · Drink tickets · $50 | $125 |
A-1 Square Inc changed names to Block Inc.
A-1 In addition to the Block stock I owned, I inherited more through the passing of my father.
A-1 All stocks acquired April 3, 2025 I inherited after the passing of my father.
A-2 My sister and I inherited a house that we rent out through AirbnB for short term vacations.