LOZANO MONICA C

PrivateCIK: 1179864
Location

CUPERTINO, CA

MOYNIHAN BRIAN T

4
→BANK OF AMERICA CORP /DE/
Jun 17, 2026·4d ago
5 txn

MOYNIHAN BRIAN T

4
→BANK OF AMERICA CORP /DE/
May 19, 2026·May 19, 2026
5 txn

BANK OF AMERICA CORP /DE/

13F-HR

Holdings

May 18, 2026·May 18, 2026

LOZANO MONICA C

4
→BANK OF AMERICA CORP /DE/
May 6, 2026·May 6, 2026
2 txn

BANK OF AMERICA CORP /DE/

4
→INVESCO ADVANTAGE MUNICIPAL INCOME TRUST II
Apr 6, 2026·Apr 6, 2026
2 txn

O'BRIEN DEIRDRE

4
→APPLE INC.
Apr 3, 2026·Apr 3, 2026
7 txn

COOK TIMOTHY D

4
→APPLE INC.
Apr 3, 2026·Apr 3, 2026
11 txn

KHAN SABIH

4
→APPLE INC.
Apr 3, 2026·Apr 3, 2026
6 txn

O'BRIEN DEIRDRE

144
→APPLE INC.
Apr 2, 2026·Apr 2, 2026

COOK TIMOTHY D

144
→APPLE INC.
Apr 2, 2026·Apr 2, 2026

BANK OF AMERICA CORP /DE/

4
→NUVEEN MISSOURI QUALITY MUNICIPAL INCOME FUND
Mar 27, 2026·Mar 27, 2026
1 txn

BANK OF AMERICA CORP /DE/

4
→PUTNAM MUNICIPAL OPPORTUNITIES TRUST
Mar 23, 2026·Mar 23, 2026
2 txn

NEWSTEAD JENNIFER

4
→APPLE INC.
Mar 17, 2026·Mar 17, 2026
3 txn

BANK OF AMERICA CORP /DE/

4
→PIMCO MUNICIPAL INCOME FUND II
Mar 17, 2026·Mar 17, 2026
2 txn

MOYNIHAN BRIAN T

4
→BANK OF AMERICA CORP /DE/
Mar 17, 2026·Mar 17, 2026
5 txn

VEMANA PRATABKUMAR

4
→TARGET CORP
Mar 16, 2026·Mar 16, 2026
1 txn

WHITEFORD GRACE PUMA

4
→TARGET CORP
Mar 13, 2026·Mar 13, 2026
1 txn

VEMANA PRATABKUMAR

4
→TARGET CORP
Mar 13, 2026·Mar 13, 2026
3 txn

MENSAH BERNARD A

4
→BANK OF AMERICA CORP /DE/
Mar 13, 2026·Mar 13, 2026
1 txn

LOZANO MONICA C

4
→TARGET CORP
Mar 13, 2026·Mar 13, 2026
1 txn

MENSAH BERNARD A

144
→BANK OF AMERICA CORP /DE/
Mar 12, 2026·Mar 12, 2026
+4

LOZANO MONICA C

4
→BANK OF AMERICA CORP /DE/
Mar 6, 2026·Mar 6, 2026
1 txn

BRONSTEIN SHERI B.

144
→BANK OF AMERICA CORP /DE/
Mar 5, 2026·Mar 5, 2026
+4

SCRIVENER THOMAS M

144
→BANK OF AMERICA CORP /DE/
Mar 5, 2026·Mar 5, 2026
+4

DEMARE JAMES P

144
→BANK OF AMERICA CORP /DE/
Mar 4, 2026·Mar 4, 2026
+2
Page 1 of 53 · 1,321 total
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