Jonathan K Renner: 2024 Annual statement

Daniel H. Marx 2013 Trust trust p. 2 · from the PDF

P.O. Box 964, Penngrove, CA 94951

Value — · gross income $1,001–$10,000

Holds: (1) APN 231-0-020-270; Real Property; Ventura County; Fair Market Value: $10,001-$100,000; Acquired: 10/06/21; (2) Ocean and Legge, LLC; Ownership of agricultural property; Fair Market Value: $10,001-$100,000; Acquired: 11/01/22; (3) First Trust NASDAQ Bank ETF; ETF with focus on banking industry; Fair Market Value: $10,001-$100,000; Disposed: 10/02/24; (4) First Trust NASDAQ Semiconductor ETF; ETF with focus on semiconductor industry; Fair Market Value: $10,001-$100,000; Acquired: 01/23/24 (APN 231-0-020-270) · $10,001–$100,000 · Property Ownership/Deed of Trust

Daniel H. Marx 2015 Trust trust p. 2 · from the PDF

P.O. Box 188214, Sacramento, CA 95818

Value — · gross income $0–$499

Holds: (1) First Trust Healthcare Alphadex ETF; ETF with focus on healthcare industry; Fair Market Value: $10,001-$100,000; Acquired: 05/03/23; (2) First Trust NASDAQ Oil & Gas ETF; ETF with focus on oil and gas industry; Fair Market Value: $10,001-$100,000; Acquired: 05/03/23 (First Trust Healthcare Alphadex ETF) · $10,001–$100,000 · ETF