KADIMA COACHING AND CONSULTING Sole Proprietorship · from the PDF
BUSINESS CONSULTING · 137 N. LARCHMONT BLVD. LOS ANGELES, CA · (WIFE) FOUNDER/OWNER
Value $2,000–$10,000 · gross income $0–$499
Thomas Rubinson › Form 700
Thomas Rubinson: 2025 Annual statement
- Annual 2025
- Judge, Los Angeles County Superior Court · due 2026-03-02
- Filed
- 2026-01-23 · signed 01/23/2026 01:22 PM
- Source
- Read from the FPPC's structured data, checked against the PDF · the PDF (43 p.) · FPPC portal
Schedule A-1 · Investments (under 10%) 225
| Name | Business | Value | |
|---|---|---|---|
| ACCELERANT HOLDINGS COM USD0.000001195 CL A | Insurance Brokers | $2,000–$10,000 acquired 2025-07-24 | |
| ACCELERANT HOLDINGS COM USD0.000001195 CL A | Insurance Brokers | $2,000–$10,000 disposed 2025-10-13 | |
| ACCELERANT HOLDINGS COM USD0.000001195 CL A | Insurance Brokers | $2,000–$10,000 acquired 2025-11-25 | |
| ACCELERANT HOLDINGS COM USD0.000001195 CL A | Insurance Brokers | $10,001–$100,000 acquired 2025-07-24 | |
| ADOBE INC COM | Application Software | $10,001–$100,000 disposed 2025-01-23 | |
| AECOM | Construction & Engineering | $10,001–$100,000 disposed 2025-05-07 | |
| AECOM | Construction & Engineering | $2,000–$10,000 acquired 2025-10-13 | |
| AEROVIRONMENT INC COM USD0.0001 | Aerospace & Defense | $10,001–$100,000 acquired 2025-10-01 | |
| AFFIRM HOLDINGS INC CLASS A COMMON STOCK | Transaction & Payment Processi | $10,001–$100,000 acquired 2025-02-12 | |
| AFFIRM HOLDINGS INC CLASS A COMMON STOCK | Transaction & Payment Processi | $2,000–$10,000 disposed 2025-10-13 | |
| AIRBNB INC COM CL A | Hotels, Resorts & Cruise Lines | $2,000–$10,000 acquired 2025-04-21 | |
| AIRBNB INC COM CL A | Hotels, Resorts & Cruise Lines | $2,000–$10,000 disposed 2025-10-13 | |
| ALPHABET INC CAP STK CL C | Interactive Media & Services | $10,001–$100,000 disposed 2025-10-13 | |
| AMAZON.COM INC | Broadline Retail | $10,001–$100,000 disposed 2025-10-13 | |
| APPFOLIO INC COM CL A | Application Software | $2,000–$10,000 disposed 2025-10-13 | |
| APPLOVIN CORP COM CL A | Application Software | $10,001–$100,000 acquired 2025-02-13 | |
| APPLOVIN CORP COM CL A | Application Software | $2,000–$10,000 acquired 2025-09-26 | |
| APPLOVIN CORP COM CL A | Application Software | $2,000–$10,000 acquired 2025-10-13 | |
| ARISTA NETWORKS INC COM SHS | Communications Equipment | $10,001–$100,000 disposed 2025-02-12 | |
| ARISTA NETWORKS INC COM SHS | Communications Equipment | $2,000–$10,000 disposed 2025-10-13 | |
| ASANA INC CL A | Application Software | $10,001–$100,000 disposed 2025-05-12 | |
| AST SPACEMOBILE INC COM CL A | Alternative Carriers | $10,001–$100,000 disposed 2025-09-08 | |
| AST SPACEMOBILE INC COM CL A | Alternative Carriers | $10,001–$100,000 acquired 2025-10-16 | |
| AST SPACEMOBILE INC COM CL A | Alternative Carriers | $2,000–$10,000 acquired 2025-10-13 | |
| ASTERA LABS INC COM | Semiconductors | $10,001–$100,000 disposed 2025-05-09 | |
| ASTERA LABS INC COM | Semiconductors | $10,001–$100,000 acquired 2025-07-23 | |
| BANK AMERICA CORP COM | Diversified Banks | $2,000–$10,000 acquired 2025-10-13 | |
| BANK AMERICA CORP COM | Diversified Banks | $2,000–$10,000 acquired 2025-12-04 | |
| BANK AMERICA CORP COM | Diversified Banks | $10,001–$100,000 acquired 2025-12-04 | |
| BAYERISCHE MOTOREN WERKE AG EUR1 ISIN #DE0005190003 SEDOL #57560 | Automobile Manufacturers | $2,000–$10,000 disposed 2025-01-21 | |
| BBB FOODS INC COM CL A NPV | Food Retail | $2,000–$10,000 disposed 2025-10-13 | |
| BEST BUY CO INC COM USD0.10 | Computer & Electronics Retail | $2,000–$10,000 disposed 2025-06-12 | |
| BEST BUY CO INC COM USD0.10 | Computer & Electronics Retail | $2,000–$10,000 acquired 2025-10-13 | |
| BETA TECHNOLOGIES INC COM SHS CL A | Aerospace & Defense | $2,000–$10,000 acquired 2025-11-04 | |
| BIONTECH SE SPON ADS EACH REP 1 ORD SHS | Biotechnology | $10,001–$100,000 acquired 2025-01-14 | |
| BIONTECH SE SPON ADS EACH REP 1 ORD SHS | Biotechnology | $10,001–$100,000 disposed 2025-08-26 | |
| BIONTECH SE SPON ADS EACH REP 1 ORD SHS | Biotechnology | $10,001–$100,000 disposed 2025-08-26 | |
| BIONTECH SE SPON ADS EACH REP 1 ORD SHS | Biotechnology | $2,000–$10,000 disposed 2025-08-26 | |
| BLOCK INC CL A | Transaction & Payment Processi | $10,001–$100,000 disposed 2025-08-15 | |
| BLUE OWL CAPITAL INC COM CL A | Asset Management & Custody Ban | $2,000–$10,000 disposed 2025-04-21 | |
| BOOT BARN HOLDINGS INC COM USD0.0001 | Apparel Retail | $2,000–$10,000 disposed 2025-09-11 | |
| BOOT BARN HOLDINGS INC COM USD0.0001 | Apparel Retail | $2,000–$10,000 disposed 2025-09-11 | |
| BOOT BARN HOLDINGS INC COM USD0.0001 | Apparel Retail | $2,000–$10,000 disposed 2025-10-13 | |
| BOSTON SCIENTIFIC CORP | Health Care Equipment | $2,000–$10,000 disposed 2025-10-13 | |
| CHIME FINL INC COM SHS CL A | Transaction & Payment Processi | $10,001–$100,000 disposed 2025-08-20 | |
| CIRCLE INTERNET GROUP INC COM CL A | Application Software | $2,000–$10,000 acquired 2025-06-05 | |
| CIRCLE INTERNET GROUP INC COM CL A | Application Software | $2,000–$10,000 disposed 2025-06-20 | |
| CIRCLE INTERNET GROUP INC COM CL A | Application Software | $10,001–$100,000 disposed 2025-06-20 | |
| CLOUDFLARE INC CL A COM | Internet Services & Infrastruc | $10,001–$100,000 disposed 2025-02-06 | |
| CLOUDFLARE INC CL A COM | Internet Services & Infrastruc | $10,001–$100,000 disposed 2025-10-13 | |
| COGENT COMMUNICATIONS HOLDINGS INC | Alternative Carriers | $10,001–$100,000 acquired 2025-10-24 | |
| COGENT COMMUNICATIONS HOLDINGS INC | Alternative Carriers | $10,001–$100,000 disposed 2025-11-12 | |
| COINBASE GLOBAL, INC. CLASS A COMMON STOCK | Financial Exchanges & Data | $10,001–$100,000 acquired 2025-07-18 | |
| COINBASE GLOBAL, INC. CLASS A COMMON STOCK | Financial Exchanges & Data | $2,000–$10,000 acquired 2025-10-13 | |
| COURSERA INC COM | Education Services | $2,000–$10,000 disposed 2025-02-03 | |
| COURSERA INC COM | Education Services | $2,000–$10,000 disposed 2025-02-03 | |
| CROCS INC | Footwear | $10,001–$100,000 acquired 2025-02-12 | |
| DICK S SPORTING GOODS INC | Other Specialty Retail | $10,001–$100,000 disposed 2025-06-20 | |
| DIGITAL REALTY TRUST INC | Data Center REITs | $2,000–$10,000 acquired 2025-07-25 | |
| DIGITAL REALTY TRUST INC | Data Center REITs | $2,000–$10,000 acquired 2025-07-25 | |
| DIGITAL REALTY TRUST INC | Data Center REITs | $10,001–$100,000 acquired 2025-07-25 | |
| DISNEY WALT CO COM | Movies & Entertainment | $10,001–$100,000 disposed 2025-10-15 | |
| DISNEY WALT CO COM | Movies & Entertainment | $2,000–$10,000 disposed 2025-11-18 | |
| DOCGO INC COM | Health Care Services | $2,000–$10,000 acquired 2025-02-12 | |
| DOLLAR GEN CORP NEW COM | Consumer Staples Merchandise R | $10,001–$100,000 acquired 2025-06-17 | |
| DOXIMITY INC CL A | Health Care Technology | $2,000–$10,000 acquired 2025-05-16 | |
| DOXIMITY INC CL A | Health Care Technology | $2,000–$10,000 acquired 2025-05-16 | |
| DOXIMITY INC CL A | Health Care Technology | $2,000–$10,000 acquired 2025-05-16 | |
| DOXIMITY INC CL A | Health Care Technology | $2,000–$10,000 acquired 2025-05-16 | |
| DR. ING. H.C. F. PORSCHE AG PFD ISIN #DE000PAG9113 SEDOL #BJN59B | Automobile Manufacturers | $2,000–$10,000 disposed 2025-01-21 | |
| DRAFTKINGS INC NEW COM CL A | Casinos & Gaming | $2,000–$10,000 acquired 2025-10-13 | |
| DUOLINGO INC CL A COM | Education Services | $2,000–$10,000 disposed 2025-02-14 | |
| DUOLINGO INC CL A COM | Education Services | $2,000–$10,000 disposed 2025-10-13 | |
| ECHOSTAR CORPORATION COM USD0.001 CLASS A | Cable & Satellite | $10,001–$100,000 acquired 2025-09-08 | |
| ECHOSTAR CORPORATION COM USD0.001 CLASS A | Cable & Satellite | $2,000–$10,000 disposed 2025-10-13 | |
| ELBIT SYSTEMS LTD | Aerospace & Defense | $10,001–$100,000 acquired 2025-03-19 | |
| ELBIT SYSTEMS LTD | Aerospace & Defense | $2,000–$10,000 acquired 2025-03-25 | |
| ELBIT SYSTEMS LTD | Aerospace & Defense | $2,000–$10,000 disposed 2025-10-13 | |
| ELI LILLY &CO COM | Pharmaceuticals | $2,000–$10,000 disposed 2025-01-14 | |
| ELI LILLY &CO COM | Pharmaceuticals | $2,000–$10,000 disposed 2025-01-14 | |
| ELI LILLY &CO COM | Pharmaceuticals | $10,001–$100,000 disposed 2025-01-14 | |
| EMBRAER ADR REP FOUR ORD | Aerospace & Defense | $10,001–$100,000 acquired 2025-03-05 | |
| EMBRAER ADR REP FOUR ORD | Aerospace & Defense | $2,000–$10,000 disposed 2025-10-13 | |
| EPAM SYS INC COM USD0.001 | IT Consulting & Other Services | $10,001–$100,000 disposed 2025-01-22 | |
| EPAM SYS INC COM USD0.001 | IT Consulting & Other Services | $10,001–$100,000 disposed 2025-01-22 | |
| EPAM SYS INC COM USD0.001 | IT Consulting & Other Services | $10,001–$100,000 disposed 2025-01-22 | |
| EURONEXT EUR1.60 ISIN #NL0006294274 SEDOL #BNBNSG0 | Financial Exchanges & Data | $10,001–$100,000 acquired 2025-07-21 | |
| EURONEXT EUR1.60 ISIN #NL0006294274 SEDOL #BNBNSG0 | Financial Exchanges & Data | $2,000–$10,000 disposed 2025-10-13 | |
| EXTRA SPACE STORAGE INC | Self-Storage REITs | $2,000–$10,000 acquired 2025-10-13 | |
| FANUC CORPORATION NPV ISIN #JP3802400006 SEDOL #6356934 | Industrial Machinery & Supplie | $10,001–$100,000 acquired 2025-05-09 | |
| FANUC CORPORATION NPV ISIN #JP3802400006 SEDOL #6356934 | Industrial Machinery & Supplie | $2,000–$10,000 disposed 2025-10-14 | |
| FIGMA INC CLASS A COM STK | Application Software | $10,001–$100,000 acquired 2025-09-23 | |
| FIGMA INC CLASS A COM STK | Application Software | $2,000–$10,000 disposed 2025-10-13 | |
| FIGURE TECHNOLOGY SOLUTIO COM CL A | Consumer Finance | $2,000–$10,000 acquired 2025-09-11 | |
| FIGURE TECHNOLOGY SOLUTIO COM CL A | Consumer Finance | $2,000–$10,000 disposed 2025-11-25 | |
| FIGURE TECHNOLOGY SOLUTIO COM CL A | Consumer Finance | $10,001–$100,000 acquired 2025-09-11 | |
| FIGURE TECHNOLOGY SOLUTIO COM CL A | Consumer Finance | $10,001–$100,000 disposed 2025-11-25 | |
| FINCANTIERI SPA ISIN #IT0005599938 SEDOL #BT19SD7 | Construction Machinery & Heavy | $10,001–$100,000 acquired 2025-07-23 | |
| FINCANTIERI SPA ISIN #IT0005599938 SEDOL #BT19SD7 | Construction Machinery & Heavy | $2,000–$10,000 disposed 2025-10-13 | |
| FLOOR &DECOR HLDGS INC CL A | Home Improvement Retail | $2,000–$10,000 disposed 2025-10-13 | |
| FRESHPET INC COM | Packaged Foods & Meats | $2,000–$10,000 disposed 2025-10-13 | |
| GAP INC COM | Apparel Retail | $2,000–$10,000 disposed 2025-10-13 | |
| GLOBALFOUNDRIES INC COM USD0.02 | Semiconductors | $2,000–$10,000 acquired 2025-08-25 | |
| GLOBALFOUNDRIES INC COM USD0.02 | Semiconductors | $2,000–$10,000 acquired 2025-08-25 | |
| HCA HEALTHCARE INC COM | Health Care Facilities | $10,001–$100,000 disposed 2025-03-11 | |
| HCA HEALTHCARE INC COM | Health Care Facilities | $2,000–$10,000 disposed 2025-04-21 | |
| HCA HEALTHCARE INC COM | Health Care Facilities | $2,000–$10,000 acquired 2025-10-13 | |
| HIMS &HERS HEALTH INC COM CL A | Health Care Services | $2,000–$10,000 disposed 2025-03-13 | |
| HIMS &HERS HEALTH INC COM CL A | Health Care Services | $10,001–$100,000 acquired 2025-11-05 | |
| HUBSPOT INC | Application Software | $10,001–$100,000 disposed 2025-01-31 | |
| HUBSPOT INC | Application Software | $2,000–$10,000 disposed 2025-10-13 | |
| INSPIRE MED SYS INC COM | Health Care Equipment | $10,001–$100,000 acquired 2025-02-11 | |
| INTUIT INC | Application Software | $10,001–$100,000 disposed 2025-08-22 | |
| INTUITIVE SURGICAL INC | Health Care Equipment | $10,001–$100,000 disposed 2025-10-13 | |
| IONQ INC COM | Technology Hardware, Storage & | $2,000–$10,000 acquired 2025-09-22 | |
| IONQ INC COM | Technology Hardware, Storage & | $2,000–$10,000 acquired 2025-10-13 | |
| JPMORGAN CHASE &CO. COM | Diversified Banks | $2,000–$10,000 acquired 2025-10-13 | |
| KERING EUR4 ISIN #FR0000121485 SEDOL #5505072 | Apparel, Accessories & Luxury | $2,000–$10,000 acquired 2025-05-06 | |
| LEIDOS HOLDINGS INC COM | Research & Consulting Services | $10,001–$100,000 disposed 2025-03-05 | |
| LEIDOS HOLDINGS INC COM | Research & Consulting Services | $10,001–$100,000 acquired 2025-05-06 | |
| LPL FINANCIAL HOLDINGS INC | Investment Banking & Brokerage | $2,000–$10,000 disposed 2025-10-13 | |
| LUCKY STRIKE ENTERTAINMENT CORPORATION CLASS A COMMON STOCK | Leisure Facilities | $2,000–$10,000 acquired 2025-02-12 | |
| LVMH MOET HENNESSY LOUIS VUITTON ADR | Apparel, Accessories & Luxury | $2,000–$10,000 acquired 2025-01-21 | |
| LVMH MOET HENNESSY LOUIS VUITTON ADR | Apparel, Accessories & Luxury | $10,001–$100,000 acquired 2025-01-21 | |
| MCDONALD S CORP | Restaurants | $10,001–$100,000 disposed 2025-04-11 | |
| META PLATFORMS INC CLASS A COMMON STOCK | Interactive Media & Services | $10,001–$100,000 disposed 2025-01-31 | |
| META PLATFORMS INC CLASS A COMMON STOCK | Interactive Media & Services | $10,001–$100,000 disposed 2025-10-13 | |
| MICRON TECHNOLOGY INC | Semiconductors | $10,001–$100,000 acquired 2025-02-06 | |
| MICRON TECHNOLOGY INC | Semiconductors | $2,000–$10,000 disposed 2025-10-13 | |
| MONGODB INC CL A | Internet Services & Infrastruc | $10,001–$100,000 disposed 2025-05-12 | |
| MSCI INC | Financial Exchanges & Data | $10,001–$100,000 acquired 2025-04-23 | |
| NATERA INC COM | Biotechnology | $2,000–$10,000 disposed 2025-10-13 | |
| NEBIUS GROUP N V COM USD0.01 CL A | Systems Software | $10,001–$100,000 acquired 2025-06-05 | |
| NEBIUS GROUP N V COM USD0.01 CL A | Systems Software | $2,000–$10,000 disposed 2025-10-13 | |
| NETFLIX INC | Movies & Entertainment | $10,001–$100,000 disposed 2025-10-13 | |
| NEW YORK TIMES CO | Publishing | $2,000–$10,000 disposed 2025-10-13 | |
| NIKE INC CLASS B COM NPV | Footwear | $10,001–$100,000 disposed 2025-03-26 | |
| NIKE INC CLASS B COM NPV | Footwear | $2,000–$10,000 disposed 2025-08-18 | |
| NVIDIA CORPORATION COM | Semiconductors | $10,001–$100,000 disposed 2025-02-26 | |
| NVIDIA CORPORATION COM | Semiconductors | $10,001–$100,000 disposed 2025-10-13 | |
| OCADO GROUP PLC ORD GBP0.02 ISIN #GB00B3MBS747 SEDOL #B3MBS74 | Food Retail | $2,000–$10,000 disposed 2025-10-30 | |
| ORACLE CORP | Systems Software | $10,001–$100,000 disposed 2025-02-27 | |
| ORACLE CORP | Systems Software | $10,001–$100,000 acquired 2025-07-02 | |
| OSCAR HEALTH INC CL A | Life & Health Insurance | $10,001–$100,000 disposed 2025-07-21 | |
| PROCORE TECHNOLOGIES INC COM | Application Software | $2,000–$10,000 disposed 2025-10-13 | |
| PROCORE TECHNOLOGIES INC COM | Application Software | $2,000–$10,000 disposed 2025-10-31 | |
| PROCORE TECHNOLOGIES INC COM | Application Software | $2,000–$10,000 disposed 2025-10-31 | |
| PROCORE TECHNOLOGIES INC COM | Application Software | $10,001–$100,000 disposed 2025-10-31 | |
| PROGYNY INC COM | Managed Health Care | $2,000–$10,000 acquired 2025-02-07 | |
| QUALCOMM INC | Semiconductors | $10,001–$100,000 disposed 2025-10-28 | |
| QUALCOMM INC | Semiconductors | $10,001–$100,000 acquired 2025-11-06 | |
| QUANTA SERVICES COM USD0.00001 | Construction & Engineering | $2,000–$10,000 disposed 2025-10-13 | |
| QXO INC COM NEW | Trading Companies & Distributo | $10,001–$100,000 acquired 2025-06-18 | |
| QXO INC COM NEW | Trading Companies & Distributo | $2,000–$10,000 disposed 2025-10-13 | |
| REDDIT INC CL A | Interactive Media & Services | $10,001–$100,000 acquired 2025-12-04 | |
| REGIONS FINANCIAL CORP NEW COM | Regional Banks | $10,001–$100,000 acquired 2025-04-17 | |
| RHEINMETALL AG NPV ISIN #DE0007030009 SEDOL #5334588 | Aerospace & Defense | $10,001–$100,000 disposed 2025-03-05 | |
| RHEINMETALL AG NPV ISIN #DE0007030009 SEDOL #5334588 | Aerospace & Defense | $10,001–$100,000 disposed 2025-07-25 | |
| RHEINMETALL AG NPV ISIN #DE0007030009 SEDOL #5334588 | Aerospace & Defense | $10,001–$100,000 disposed 2025-08-18 | |
| RHEINMETALL AG NPV ISIN #DE0007030009 SEDOL #5334588 | Aerospace & Defense | $10,001–$100,000 disposed 2025-10-13 | |
| RHEINMETALL AG NPV ISIN #DE0007030009 SEDOL #5334588 | Aerospace & Defense | $2,000–$10,000 disposed 2025-03-19 | |
| RHEINMETALL AG NPV ISIN #DE0007030009 SEDOL #5334588 | Aerospace & Defense | $2,000–$10,000 disposed 2025-03-19 | |
| RHEINMETALL AG NPV ISIN #DE0007030009 SEDOL #5334588 | Aerospace & Defense | $2,000–$10,000 disposed 2025-05-14 | |
| RIVIAN AUTOMOTIVE INC COM CL A | Automobile Manufacturers | $2,000–$10,000 acquired 2025-02-14 | |
| RIVIAN AUTOMOTIVE INC COM CL A | Automobile Manufacturers | $2,000–$10,000 disposed 2025-10-13 | |
| ROBINHOOD MKTS INC COM CL A | Investment Banking & Brokerage | $10,001–$100,000 acquired 2025-08-15 | |
| ROBINHOOD MKTS INC COM CL A | Investment Banking & Brokerage | $10,001–$100,000 acquired 2025-11-20 | |
| ROBINHOOD MKTS INC COM CL A | Investment Banking & Brokerage | $2,000–$10,000 disposed 2025-10-13 | |
| ROBLOX CORP CL A | Interactive Home Entertainment | $10,001–$100,000 disposed 2025-10-13 | |
| ROKU INC COM CL A | Movies & Entertainment | $2,000–$10,000 disposed 2025-10-13 | |
| ROKU INC COM CL A | Movies & Entertainment | $10,001–$100,000 disposed 2025-12-23 | |
| ROLLS ROYCE HOLDINGS ORD GBP0.20 ISIN #GB00B63H8491 SEDOL #B63H8 | Aerospace & Defense | $10,001–$100,000 acquired 2025-04-04 | |
| ROLLS ROYCE HOLDINGS ORD GBP0.20 ISIN #GB00B63H8491 SEDOL #B63H8 | Aerospace & Defense | $2,000–$10,000 disposed 2025-10-13 | |
| ROOT INC CL A NEW | Property & Casualty Insurance | $10,001–$100,000 disposed 2025-10-03 | |
| SAAB AB NPV B ISIN #SE0021921269 SEDOL #BPXZH27 | Aerospace & Defense | $10,001–$100,000 acquired 2025-03-28 | |
| SAAB AB NPV B ISIN #SE0021921269 SEDOL #BPXZH27 | Aerospace & Defense | $2,000–$10,000 disposed 2025-10-13 | |
| SALESFORCE INC COM | Application Software | $10,001–$100,000 disposed 2025-04-21 | |
| SAVERS VALUE VLG INC COM | Broadline Retail | $2,000–$10,000 acquired 2025-09-04 | |
| SERVICENOW INC COM USD0.001 | Systems Software | $10,001–$100,000 disposed 2025-07-02 | |
| SERVICENOW INC COM USD0.001 | Systems Software | $10,001–$100,000 acquired 2025-10-30 | |
| SERVICETITAN INC SHS CL A | Application Software | $10,001–$100,000 acquired 2025-05-21 | |
| SERVICETITAN INC SHS CL A | Application Software | $10,001–$100,000 acquired 2025-06-06 | |
| SERVICETITAN INC SHS CL A | Application Software | $2,000–$10,000 disposed 2025-10-13 | |
| SHAKE SHACK INC CL A | Restaurants | $2,000–$10,000 disposed 2025-10-13 | |
| SHARKNINJA INC COM USD0.0001 | Household Appliances | $10,001–$100,000 acquired 2025-02-20 | |
| SHARKNINJA INC COM USD0.0001 | Household Appliances | $2,000–$10,000 acquired 2025-04-04 | |
| SHARKNINJA INC COM USD0.0001 | Household Appliances | $2,000–$10,000 disposed 2025-10-13 | |
| SHOPIFY INC COM NPV CL A ISIN #CA82509L1076 SEDOL #BX865C7 | Internet Services & Infrastruc | $10,001–$100,000 acquired 2025-05-12 | |
| SHOPIFY INC COM NPV CL A ISIN #CA82509L1076 SEDOL #BX865C7 | Internet Services & Infrastruc | $2,000–$10,000 disposed 2025-10-13 | |
| SITIME CORP COM | Semiconductors | $10,001–$100,000 acquired 2025-05-09 | |
| SITIME CORP COM | Semiconductors | $2,000–$10,000 disposed 2025-10-13 | |
| SK HYNIX INC SPON GDR EA REPR 1 ORD SHS 144A/REG S ISIN #US78392 | Semiconductors | $2,000–$10,000 disposed 2025-10-13 | |
| SPHERE ENTERTAINMENT CO COM USD0.01 CLASS A | Movies & Entertainment | $10,001–$100,000 acquired 2025-10-24 | |
| TARGET CORP | Consumer Staples Merchandise R | $10,001–$100,000 disposed 2025-06-25 | |
| TARGET CORP | Consumer Staples Merchandise R | $2,000–$10,000 disposed 2025-11-18 | |
| TENET HEALTHCARE CORP | Health Care Facilities | $10,001–$100,000 disposed 2025-07-28 | |
| TESLA INC COM | Automobile Manufacturers | $10,001–$100,000 disposed 2025-01-31 | |
| TESLA INC COM | Automobile Manufacturers | $10,001–$100,000 disposed 2025-03-06 | |
| TESLA INC COM | Automobile Manufacturers | $10,001–$100,000 disposed 2025-03-10 | |
| TESLA INC COM | Automobile Manufacturers | $10,001–$100,000 disposed 2025-03-14 | |
| TKO GROUP HOLDINGS INC CL A | Movies & Entertainment | $2,000–$10,000 disposed 2025-10-13 | |
| TOAST INC CL A | Transaction & Payment Processi | $2,000–$10,000 disposed 2025-10-13 | |
| TOWER SEMICONDUCTOR LTD ORD ILS1 | Semiconductors | $10,001–$100,000 acquired 2025-08-27 | |
| TOWER SEMICONDUCTOR LTD ORD ILS1 | Semiconductors | $2,000–$10,000 disposed 2025-10-13 | |
| US BANCORP | Diversified Banks | $2,000–$10,000 acquired 2025-01-16 | |
| US BANCORP | Diversified Banks | $10,001–$100,000 acquired 2025-01-16 | |
| VEEVA SYSTEMS INC | Health Care Technology | $10,001–$100,000 disposed 2025-02-04 | |
| VEEVA SYSTEMS INC | Health Care Technology | $2,000–$10,000 acquired 2025-10-13 | |
| VIA TRANSN INC COM CL A | Application Software | $2,000–$10,000 acquired 2025-09-12 | |
| VIA TRANSN INC COM CL A | Application Software | $2,000–$10,000 acquired 2025-12-23 | |
| VIA TRANSN INC COM CL A | Application Software | $10,001–$100,000 acquired 2025-10-17 | |
| VIA TRANSN INC COM CL A | Application Software | $10,001–$100,000 acquired 2025-11-13 | |
| VISA INC | Transaction & Payment Processi | $2,000–$10,000 acquired 2025-10-13 | |
| WALMART INC COM | Consumer Staples Merchandise R | $10,001–$100,000 disposed 2025-03-04 | |
| WALMART INC COM | Consumer Staples Merchandise R | $2,000–$10,000 acquired 2025-10-13 | |
| WELLS FARGO CO NEW COM | Diversified Banks | $2,000–$10,000 acquired 2025-10-13 | |
| WELLS FARGO CO NEW COM | Diversified Banks | $10,001–$100,000 acquired 2025-10-15 | |
| ZOOM COMMUNICATIONS INC CLASS A COMMON | Application Software | $2,000–$10,000 disposed 2025-04-04 | |
| ZOOM COMMUNICATIONS INC CLASS A COMMON | Application Software | $10,001–$100,000 disposed 2025-04-04 | |
| GILDER, GAGNON, HOWE | INVESTMENT FUND | over $1,000,000 | |
| ROCKRIDGE HOLDINGS | HEDGE FUND · REAL ESTATE OUT OF STATE | $100,001–$1,000,000 | |
| OPTIMUS PROPERTIES | REAL ESTATE INVESTMENT · REAL ESTATE | $10,001–$100,000 | |
| RBC WEALTH MANAGEMENT | BANKING · BONDS | $100,001–$1,000,000 | |
| WELLS FARGO | BANKING | $2,000–$10,000 | |
| PIMCO CORPORATE OPPORTUNITY | CORPORATE BONDS · BONDS | $10,001–$100,000 |
Schedule A-2 · Businesses & trusts (10% or more) 2
NEXT STEP PARTNERS Partnership
BUSINESS CONSULTING · 849 KENISTON AVENUE, LOS ANGELES CA 90005 · (WIFE) PARTNER
Value $100,001–$1,000,000 · gross income over $100,000
Sources of $10,000+: Willis Towers Watson; Kite Pharmaceuticals; Xperi; The Kraft Group
Schedule B · Real property 3
| Property | Value | Rental income | |
|---|---|---|---|
| 1630 FULLER AVE/1641 POINSETTIA PLACE, LOS ANGELES, CA Ownership/Deed of Trust | $10,001–$100,000 | $0–$499 | |
| 18321 VENTURA BLVD., TARZANA, CA Ownership/Deed of Trust | $10,001–$100,000 | $0–$499 | |
| 19717-19725 SHERMAN WAY, WINNETKA, CA Ownership/Deed of Trust | $10,001–$100,000 | $0–$499 |