Congress Holdings

Most held

SHSAX

BlackRock HlthSc Op A

Listed by 1 member on their latest annual reports (1 row: one member can hold it in several accounts or through a spouse).

Each row is as of the date its report was filed, not live, and links to the page of the filing it came from.

Sorted by the lower bound of the disclosed value band, largest band first, then by member.

MemberOwnerAs printed on the filingValue bandAs of
Lois Frankel FL-22 Member Morgan Stanley IRA - X529 โ‡’ BlackRock HlthSc Op A (SHSAX) MF $15,001 - $50,000 May 12, 2026
filing 10075817, p. 3

How the count is made: see Most held.