Congressional stock trades · Member
John R. Curtis
Senator · UT · Republican
360 published transactions from periodic transaction reports since 2020, shown as filed. Amounts are the ranges on the form. Each row links to its filing. Holdings from 9 annual reports are below.
Current committees: Senate Committee on Commerce, Science, and Transportation; Senate Committee on Environment and Public Works; Senate Committee on Foreign Relations; Senate Committee on Small Business and Entrepreneurship.
| Disclosed | Traded | Days | Owner | Asset | Type | Amount range (as filed) | Source |
|---|---|---|---|---|---|---|---|
| 2026-06-30 | 2026-06-02 | 28 | Joint | SKAGIT CNTY WA CONS SCH DIST 320 MT VERNON Rate/Coupon: 4.0% Matures: 2032-12-01 | Sale (full) | $1,001 - $15,000 | eFD → |
| 2026-06-30 | 2026-06-02 | 28 | Joint | WEST CENTRAL IN SCH BLDG AD VALOREM PPTY Rate/Coupon: 4.0% Matures: 2039-07-15 | Sale (full) | $1,001 - $15,000 | eFD → |
| 2026-06-30 | 2026-06-02 | 28 | Joint | UBS AG LONDON BRH TRIGGER CONTIN CYN Rate/Coupon: 10% Matures: 2029-05-17 | Purchase | $100,001 - $250,000 | eFD → |
| 2026-06-30 | 2026-06-02 | 28 | Joint | CALIFORNIA ST VARIOUS PURP RFDG Rate/Coupon: 4.0% Matures: 2037-03-01 | Sale (full) | $1,001 - $15,000 | eFD → |
| 2026-06-30 | 2026-06-02 | 28 | Joint | MISSISSIPPI ST SER Rate/Coupon: 4.0% Matures: 2036-10-01 | Sale (full) | $1,001 - $15,000 | eFD → |
| 2026-06-30 | 2026-06-02 | 28 | Joint | JPMORGAN CHASE FINL CO CONTIN INT Rate/Coupon: 9.85% Matures: 2029-05-17 | Purchase | $100,001 - $250,000 | eFD → |
| 2026-06-30 | 2026-06-02 | 28 | Joint | METROPOLITAN TRANSN AUTH NY REV RFDG Rate/Coupon: 5.0% Matures: 2034-11-15 | Sale (full) | $1,001 - $15,000 | eFD → |
| 2026-06-30 | 2026-06-02 | 28 | Spouse | GEORGIA ST SER Rate/Coupon: 4.0% Matures: 2034-07-01 | Sale (full) | $1,001 - $15,000 | eFD → |
| 2026-06-30 | 2026-06-02 | 28 | Joint | INDIANA ST FIN AUTH WSTWTR UTIL REV 1ST LIEN RFDG Rate/Coupon: 4.0% Matures: 2036-10-01 | Sale (full) | $1,001 - $15,000 | eFD → |
| 2026-06-30 | 2026-06-02 | 28 | Joint | HENNEPIN CNTY MN SALES TAX REV Rate/Coupon: 5.0% Matures: 2039-12-15 | Sale (full) | $1,001 - $15,000 | eFD → |
| 2026-06-30 | 2026-06-02 | 28 | Joint | COLORADO ST CTF PARTN RURAL SER Rate/Coupon: 4.0% Matures: 2037-12-15 | Sale (full) | $1,001 - $15,000 | eFD → |
| 2026-06-30 | 2026-06-02 | 28 | Joint | ONSLOW CNTY NC LTD OBLIG Rate/Coupon: 4.0% Matures: 2035-10-01 | Sale (full) | $1,001 - $15,000 | eFD → |
| 2026-06-30 | 2026-06-02 | 28 | Joint | COLO NESCO CMNTY SCH DIST Rate/Coupon: 3.0% Matures: 2031-06-01 | Sale (full) | $1,001 - $15,000 | eFD → |
| 2026-06-30 | 2026-06-02 | 28 | Joint | OLATHE KS IMPT RFDG Rate/Coupon: 3.0% Matures: 2032-10-01 | Sale (full) | $1,001 - $15,000 | eFD → |
| 2026-06-30 | 2026-06-02 | 28 | Joint | UTAH CNTY UT TRANSN SALES TAX RFDG Rate/Coupon: 4.0% Matures: 2038-12-01 | Sale (full) | $1,001 - $15,000 | eFD → |
| 2026-06-30 | 2026-06-02 | 28 | Joint | SULLIVAN CNTY PA SCH DIST Rate/Coupon: 3.0% Matures: 2028-04-01 | Sale (full) | $1,001 - $15,000 | eFD → |
| 2026-06-30 | 2026-06-02 | 28 | Joint | PENN IN HIGH SCH BLDG CORP 1ST MTG Rate/Coupon: 4.0% Matures: 2034-07-15 | Sale (full) | $1,001 - $15,000 | eFD → |
| 2026-06-30 | 2026-06-02 | 28 | Joint | SOUTH CAROLINA TRANSN INFRA BK REV RFDG Rate/Coupon: 4.0% Matures: 2033-10-01 | Sale (full) | $1,001 - $15,000 | eFD → |
| 2026-06-30 | 2026-06-02 | 28 | Joint | CALIFORNIA ST UNIV REV STWIDE SER Rate/Coupon: 5.0% Matures: 2035-11-01 | Sale (full) | $1,001 - $15,000 | eFD → |
| 2026-06-30 | 2026-06-02 | 28 | Joint | ROMEOVILLE IL B/E CPN Rate/Coupon: 4.0% Matures: 2038-12-30 | Sale (full) | $1,001 - $15,000 | eFD → |
| 2026-06-30 | 2026-06-02 | 28 | Joint | SANGAMON LOGAN MENARD CNTYS IL CMNTY SCH DIST Rate/Coupon: 4.0% Matures: 2034-12-01 | Sale (full) | $1,001 - $15,000 | eFD → |
| 2026-06-30 | 2026-06-02 | 28 | Joint | HENDERSON CNTY NC LTD OBLIG Rate/Coupon: 4.0% Matures: 2034-06-01 | Sale (full) | $1,001 - $15,000 | eFD → |
| 2026-06-30 | 2026-06-02 | 28 | Joint | EASTERN HOWARD IN 3RD MILLENIUM SCH BLDG 1ST MTG Rate/Coupon: 4.0% Matures: 2033-07-15 | Sale (full) | $1,001 - $15,000 | eFD → |
| 2026-06-30 | 2026-06-02 | 28 | Joint | TEXAS WTR DEV BRD ST REVLVG Rate/Coupon: 4.0% Matures: 2034-08-01 | Sale (full) | $1,001 - $15,000 | eFD → |
| 2026-06-30 | 2026-06-02 | 28 | Joint | CITIGROUP GLBL MKTS HLDG CONTIN EQTY SECS Rate/Coupon: 11% Matures: 2029-05-17 | Purchase | $250,001 - $500,000 | eFD → |
| 2025-08-13 | 2024-12-11 | 245 ·>45 | Joint | ANDREWS TX INDPT SCH DIST BLDG PSF GTD B/E CPN Rate/Coupon: 5.0% Matures: 02/15/2025 | Purchase | $1,001 - $15,000 | eFD → |
| 2025-08-13 | 2024-09-03 | 344 ·>45 | Joint | PRINCE GEORGES CNTY MD GO CONS PUB IMPT BDS 2014A Rate/Coupon: 4.0% Matures: 09/01/2032 | Sale (full) | $1,001 - $15,000 | eFD → |
| 2025-08-13 | 2024-05-13 | 457 ·>45 | Joint | OSHKOSH WIS AREASCH DIST GO PROM NTS 2022 Rate/Coupon: 2.625% Matures: 03/01/2027 | Sale (full) | $1,001 - $15,000 | eFD → |
| 2023-12-15 | 2023-12-04 | 11 | Joint | DEDeere & Company | Sale | $1,001 - $15,000 | Clerk → |
| 2023-12-15 | 2023-12-04 | 11 | Joint | ABTAbbott Laboratories | Sale | $1,001 - $15,000 | Clerk → |
| 2023-12-15 | 2023-12-04 | 11 | Joint | HONHoneywell International Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2023-12-15 | 2023-12-04 | 11 | Joint | BLKBlackRock, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2023-12-15 | 2023-12-04 | 11 | Joint | DHRDanaher Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2023-12-15 | 2023-12-04 | 11 | Joint | CATCaterpillar, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2023-12-15 | 2023-12-04 | 11 | Joint | GOOGAlphabet Inc. - Class C Capital Stock | Sale | $15,001 - $50,000 | Clerk → |
| 2023-12-15 | 2023-12-04 | 11 | Joint | ADBEAdobe Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2023-12-15 | 2023-12-04 | 11 | Joint | BRK.BBerkshire Hathaway Inc. New | Sale | $1,001 - $15,000 | Clerk → |
| 2023-12-15 | 2023-12-04 | 11 | Joint | ICEIntercontinental Exchange Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2023-12-15 | 2023-12-04 | 11 | Joint | NKENike, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2023-12-15 | 2023-12-04 | 11 | Joint | ELVElevance Health, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2023-12-15 | 2023-12-04 | 11 | Joint | SHWSherwin-Williams Company | Sale | $1,001 - $15,000 | Clerk → |
| 2023-12-15 | 2023-12-04 | 11 | Joint | CMCSAComcast Corporation - Class A | Sale | $1,001 - $15,000 | Clerk → |
| 2023-12-15 | 2023-12-04 | 11 | Joint | MSFTMicrosoft Corporation | Sale | $15,001 - $50,000 | Clerk → |
| 2023-12-15 | 2023-12-04 | 11 | Joint | HLTHilton Worldwide Holdings Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2023-12-15 | 2023-12-04 | 11 | Joint | AMATApplied Materials, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2023-12-15 | 2023-12-04 | 11 | Joint | LLYEli Lilly and Company | Sale | $1,001 - $15,000 | Clerk → |
| 2023-12-15 | 2023-12-04 | 11 | Joint | UNHUnitedHealth Group Incorporated Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2023-12-15 | 2023-12-04 | 11 | Joint | CSXCSX Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2023-12-15 | 2023-12-04 | 11 | Joint | KOCoca-Cola Company | Sale | $1,001 - $15,000 | Clerk → |
| 2023-12-15 | 2023-12-04 | 11 | Joint | SPGIS&P Global Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2023-12-15 | 2023-12-04 | 11 | Joint | SBUXStarbucks Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2023-12-15 | 2023-12-04 | 11 | Joint | AMDAdvanced Micro Devices, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2023-12-15 | 2023-12-04 | 11 | Joint | KLACKLA Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2023-12-15 | 2023-12-04 | 11 | Joint | TMOThermo Fisher Scientific Inc | Sale | $1,001 - $15,000 | Clerk → |
| 2023-12-15 | 2023-12-04 | 11 | Joint | TMUST-Mobile US, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2023-12-15 | 2023-12-04 | 11 | Joint | CVXChevron Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2023-12-15 | 2023-12-04 | 11 | Joint | AAPLApple Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2023-12-15 | 2023-12-04 | 11 | Joint | GSGoldman Sachs Group, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2023-12-15 | 2023-12-04 | 11 | Joint | EWEdwards Lifesciences Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2023-12-15 | 2023-12-04 | 11 | Joint | VLOValero Energy Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2023-12-15 | 2023-12-04 | 11 | Joint | AXPAmerican Express Company | Sale | $1,001 - $15,000 | Clerk → |
| 2023-12-15 | 2023-12-04 | 11 | Joint | AMZNAmazon.com, Inc. | Sale | $15,001 - $50,000 | Clerk → |
| 2023-12-15 | 2023-12-04 | 11 | Joint | VVisa Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2023-12-15 | 2023-12-04 | 11 | Joint | CRMSalesforce, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2023-12-15 | 2023-12-04 | 11 | Joint | COPConocoPhillips | Sale | $1,001 - $15,000 | Clerk → |
| 2023-12-15 | 2023-12-04 | 11 | Joint | UNPUnion Pacific Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2023-12-15 | 2023-12-04 | 11 | Joint | EMREmerson Electric Company | Sale | $1,001 - $15,000 | Clerk → |
| 2023-12-15 | 2023-12-04 | 11 | Joint | METAMeta Platforms, Inc. - Class A | Sale | $1,001 - $15,000 | Clerk → |
| 2023-12-15 | 2023-12-04 | 11 | Joint | PEPPepsico, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2023-12-15 | 2023-12-04 | 11 | Joint | MAMastercard Incorporated | Sale | $1,001 - $15,000 | Clerk → |
| 2023-12-15 | 2023-12-04 | 11 | Joint | NVDANVIDIA Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2023-12-15 | 2023-12-04 | 11 | Joint | AZOAutoZone, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2023-12-15 | 2023-12-04 | 11 | Joint | CMGChipotle Mexican Grill, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2023-12-15 | 2023-12-04 | 11 | Joint | ZTSZoetis Inc. Class A | Sale | $1,001 - $15,000 | Clerk → |
| 2023-12-15 | 2023-12-04 | 11 | Joint | BSXBoston Scientific Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2023-12-15 | 2023-12-04 | 11 | Joint | FISVFiserv, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2023-12-15 | 2023-12-04 | 11 | Joint | PGProcter & Gamble Company | Sale | $1,001 - $15,000 | Clerk → |
| 2023-12-15 | 2023-12-04 | 11 | Joint | JPMJP Morgan Chase & Co. | Sale | $1,001 - $15,000 | Clerk → |
| 2023-12-15 | 2023-12-04 | 11 | Joint | PANWPalo Alto Networks, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2023-12-15 | 2023-12-04 | 11 | Joint | HDHome Depot, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2023-12-15 | 2023-12-04 | 11 | Joint | LRCXLam Research Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2023-12-15 | 2023-12-04 | 11 | Joint | TXNTexas Instruments Incorporated | Sale | $1,001 - $15,000 | Clerk → |
| 2023-12-15 | 2023-12-04 | 11 | Joint | RTXRTX Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2023-12-15 | 2023-12-04 | 11 | Joint | STZConstellation Brands, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2023-12-15 | 2023-12-04 | 11 | Joint | COSTCostco Wholesale Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2023-11-16 | 2023-11-09 | 7 | Joint | WINNEBAGO CNTY WIS GO PROM NTS 5.000% 04/01/24 | Purchase | $15,001 - $50,000 | Clerk → |
| 2023-10-04 | 2023-09-22 | 12 | Joint | TEXAS ST GO MOBILITY FD BDS A 4.000% 10/01/34 | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-10-04 | 2023-09-13 | 21 | Joint | EMREmerson Electric Company | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-10-04 | 2023-09-13 | 21 | Joint | PANWPalo Alto Networks, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-10-04 | 2023-09-13 | 21 | Joint | UNPUnion Pacific Corporation | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2023-10-04 | 2023-09-13 | 21 | Joint | LLYEli Lilly and Company | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-10-04 | 2023-09-13 | 21 | Joint | WMWaste Management, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2023-10-04 | 2023-09-13 | 21 | Joint | JNJJohnson & Johnson | Sale | $1,001 - $15,000 | Clerk → |
| 2023-10-04 | 2023-09-13 | 21 | Joint | ABTAbbott Laboratories | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-10-04 | 2023-09-13 | 21 | Joint | ADBEAdobe Inc. | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2023-08-07 | 2023-06-21 | 47 ·>45 | Joint | MSFTMicrosoft Corporation | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2023-08-07 | 2023-06-21 | 47 ·>45 | Joint | SHWSherwin-Williams Company | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-08-07 | 2023-06-21 | 47 ·>45 | Joint | AMATApplied Materials, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2023-08-07 | 2023-06-21 | 47 ·>45 | Joint | AMDAdvanced Micro Devices, Inc. | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2023-08-07 | 2023-06-21 | 47 ·>45 | Joint | UNHUnitedHealth Group Incorporated Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-08-07 | 2023-06-21 | 47 ·>45 | Joint | VLOValero Energy Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-08-07 | 2023-06-21 | 47 ·>45 | Joint | KOCoca-Cola Company | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-08-07 | 2023-06-21 | 47 ·>45 | Joint | LRCXLam Research Corporation | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2023-08-07 | 2023-06-21 | 47 ·>45 | Joint | TMUST-Mobile US, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-08-07 | 2023-06-21 | 47 ·>45 | Joint | EWEdwards Lifesciences Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-08-07 | 2023-06-21 | 47 ·>45 | Joint | SYYSysco Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2023-08-07 | 2022-03-09 | 516 ·>45 | Joint | ELVAnthem, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2023-06-02 | 2023-05-11 | 22 | Joint | MSFTMicrosoft Corporation | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2023-05-10 | 2023-04-27 | 13 | Joint | UNION CNTY N C LTD OBLIG REF BDS 2023 5.000% 12/01/25 | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-05-10 | 2023-04-26 | 14 | Joint | CSXCSX Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-05-10 | 2023-04-26 | 14 | Joint | ELVElevance Health, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-05-10 | 2023-04-26 | 14 | Joint | CATCaterpillar, Inc. | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2023-05-10 | 2023-04-26 | 14 | Joint | MAMastercard Incorporated | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2023-05-10 | 2023-04-26 | 14 | Joint | BSXBoston Scientific Corporation | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2023-05-10 | 2023-04-26 | 14 | Joint | BRK.BBerkshire Hathaway Inc. New | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-05-10 | 2023-04-26 | 14 | Joint | EWEdwards Lifesciences Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-05-10 | 2023-04-26 | 14 | Joint | SBUXStarbucks Corporation | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2023-05-10 | 2023-04-26 | 14 | Joint | NVDANVIDIA Corporation | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2023-05-10 | 2023-04-26 | 14 | Joint | VVisa Inc. | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2023-03-27 | 2023-03-16 | 11 | Joint | BACBank of America Corporation | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2023-03-27 | 2023-03-16 | 11 | Joint | BRK.BBerkshire Hathaway Inc. New | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-03-27 | 2023-03-16 | 11 | Joint | FIRST REPUBLIC BANK | Sale | $1,001 - $15,000 | Clerk → |
| 2023-03-27 | 2023-03-14 | 13 | Joint | OAK CREEK WIS NT ANTIC NTS 2023 B 4.000% 04/01/26 | Purchase | $15,001 - $50,000 | Clerk → |
| 2023-03-13 | 2023-02-23 | 18 | Joint | MSFTMicrosoft Corporation | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2023-03-13 | 2023-02-23 | 18 | Joint | BSXBoston Scientific Corporation | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2023-03-13 | 2023-02-23 | 18 | Joint | PGProcter & Gamble Company | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2023-03-13 | 2023-02-23 | 18 | Joint | NVDANVIDIA Corporation | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2023-03-13 | 2023-02-23 | 18 | Joint | UNHUnitedHealth Group Incorporated Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2023-03-13 | 2023-02-23 | 18 | Joint | JNJJohnson & Johnson | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2023-03-13 | 2023-02-23 | 18 | Joint | AAPLApple Inc. | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2023-03-13 | 2023-02-23 | 18 | Joint | GOOGLAlphabet Inc. - Class A | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2023-03-13 | 2023-02-23 | 18 | Joint | RTXRaytheon Technologies Corporation | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2023-03-13 | 2023-02-23 | 18 | Joint | TMOThermo Fisher Scientific Inc | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2023-03-13 | 2023-02-23 | 18 | Joint | AMZNAmazon.com, Inc. | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2023-03-13 | 2023-02-23 | 18 | Joint | JPMJP Morgan Chase & Co. | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2023-03-13 | 2023-02-23 | 18 | Joint | METAMeta Platforms, Inc. - Class A | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2023-03-13 | 2023-02-23 | 18 | Joint | CVXChevron Corporation | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2023-03-13 | 2023-02-23 | 18 | Joint | MAMastercard Incorporated | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2023-03-13 | 2023-02-23 | 18 | Joint | COSTCostco Wholesale Corporation | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2023-02-13 | 2023-01-27 | 17 | Joint | OSHKOSH WIS AREA SCH DIST GO PROM NTS 2022 2.625% 03/01/27 | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-01-10 | 2022-12-20 | 21 | Joint | ELVElevance Health, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2023-01-10 | 2022-12-20 | 21 | Joint | JPMJP Morgan Chase & Co. | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2023-01-10 | 2022-12-20 | 21 | Joint | AMDAdvanced Micro Devices, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-01-10 | 2022-12-20 | 21 | Joint | UNHUnitedHealth Group Incorporated Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2023-01-10 | 2022-12-20 | 21 | Joint | ZTSZoetis Inc. Class A | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-01-10 | 2022-12-20 | 21 | Joint | FISVFiserv, Inc. | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2023-01-10 | 2022-12-20 | 21 | Joint | BACBank of America Corporation | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2023-01-10 | 2022-12-20 | 21 | Joint | FIRST REPUBLIC BANK | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-11-09 | 2022-10-28 | 12 | Joint | COLUMBUS OHIO GO BDS 2018 A 5.000% 04/01/23 | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-11-09 | 2022-10-21 | 19 | Joint | CMGChipotle Mexican Grill, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-11-09 | 2022-10-21 | 19 | Joint | ADBEAdobe Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-11-09 | 2022-10-21 | 19 | Joint | WMWaste Management, Inc. | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2022-11-09 | 2022-10-21 | 19 | Joint | TMUST-Mobile US, Inc. | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2022-11-09 | 2022-10-21 | 19 | Joint | ABTAbbott Laboratories | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2022-09-20 | 2022-09-14 | 6 | Joint | MECKLENBERG CNTY N C PUB IMPT BDS 2018 | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-08-15 | 2022-08-12 | 3 | Joint | SYYSysco Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-08-15 | 2022-08-12 | 3 | Joint | AZOAutoZone, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-08-15 | 2022-08-12 | 3 | Joint | SBUXStarbucks Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-08-15 | 2022-08-05 | 10 | Joint | ULTAUlta Beauty, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2022-08-15 | 2022-07-28 | 18 | Joint | Schwab International Equity ETF | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-08-15 | 2021-06-30 | 411 ·>45 | Joint | OSAGE CNTY KANS GO REF AND IMPT BDS 2021 A 3.000% 09/01/30 | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-07-08 | 2022-06-28 | 10 | Joint | AZOAutoZone, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-07-08 | 2022-06-28 | 10 | Joint | GSGoldman Sachs Group, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-07-08 | 2022-06-28 | 10 | Joint | DEDeere & Company | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2022-07-08 | 2022-06-28 | 10 | Joint | STZConstellation Brands, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-07-08 | 2022-06-28 | 10 | Joint | JNJJohnson & Johnson | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-07-08 | 2022-06-28 | 10 | Joint | CRMSalesforce, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-07-08 | 2022-06-28 | 10 | Joint | ISRGIntuitive Surgical, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2022-07-08 | 2022-06-28 | 10 | Joint | MSMorgan Stanley | Sale | $1,001 - $15,000 | Clerk → |
| 2022-07-08 | 2022-06-28 | 10 | Joint | ZTSZoetis Inc. Class A | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-07-08 | 2022-06-28 | 10 | Joint | TGTTarget Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2022-07-08 | 2022-06-28 | 10 | Joint | VLOValero Energy Corporation | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2022-03-23 | 2022-03-09 | 14 | Joint | JNJJohnson & Johnson | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-03-23 | 2022-03-09 | 14 | Joint | PGRProgressive Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2022-03-23 | 2022-03-09 | 14 | Joint | AXPAmerican Express Company | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2022-03-23 | 2022-03-09 | 14 | Joint | DHRDanaher Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-03-23 | 2022-03-09 | 14 | Joint | HLTHilton Worldwide Holdings Inc. | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2022-03-23 | 2022-03-09 | 14 | Joint | ELVAnthem, Inc. | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2022-03-23 | 2022-03-09 | 14 | Joint | SPGIS&P global Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-03-23 | 2022-03-09 | 14 | Joint | ICEIntercontinental Exchange Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-03-23 | 2022-03-09 | 14 | Joint | CMCSAComcast Corporation - Class A | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2022-03-23 | 2022-03-09 | 14 | Joint | MSMorgan Stanley | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-03-23 | 2022-03-09 | 14 | Joint | TMUST-Mobile US, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-03-23 | 2022-03-09 | 14 | Joint | UNPUnion Pacific Corporation | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2022-03-23 | 2022-03-09 | 14 | Joint | MNSTMonster beverage Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2022-03-23 | 2022-03-09 | 14 | Joint | TGTTarget Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-02-02 | 2022-01-14 | 19 | Joint | ELVAnthem, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-02-02 | 2022-01-14 | 19 | Joint | BLKBlackRock, Inc. | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2022-02-02 | 2022-01-14 | 19 | Joint | CCitigroup, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2022-02-02 | 2022-01-14 | 19 | Joint | MSMorgan Stanley | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-02-02 | 2022-01-14 | 19 | Joint | CATCaterpillar, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-12-03 | 2021-11-19 | 14 | Joint | SOUTH CAROLINA TRANSN INFRASTRUCTURE BK REV REF BDS 2021 A 4.000% 10/01/33 B/E DTD 07/07/21 Clb Clb 10/01/31 @100.000 | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-11-16 | 2021-11-08 | 8 | Joint | LMTLockheed Martin Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2021-11-16 | 2021-11-08 | 8 | Joint | ULTAUlta beauty, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-11-16 | 2021-11-08 | 8 | Joint | HONHoneywell International Inc. | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2021-11-16 | 2021-11-08 | 8 | Joint | VVisa Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-11-16 | 2021-11-08 | 8 | Joint | GPNGlobal Payments Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2021-11-16 | 2021-11-08 | 8 | Joint | CATCaterpillar, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-11-16 | 2021-11-08 | 8 | Joint | KLACKLA Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-09-17 | 2021-09-14 | 3 | Joint | UTAH COUNTY UTAH TRANSN SALES TAX REV REF BDS 2021 4.000% 12/01/38 | Purchase | $1,001 - $15,000 | Clerk → |
How these are read and published: methodology.
Holdings · annual financial disclosure
Assets listed on the 2021 report.
180 assets with a value on the report filed 2022-08-13, 57 of them shares or options of a listed company. Values are the ranges on the form. Assets are held by the member, a spouse or a dependent child, as reported. Open the report.
| Asset | Type | Owner | Value (as filed) |
|---|---|---|---|
| 1260 West 1650 North, Springville UT | Other | Member | None |
| 2120 North 400 East | Other | Member | $1,000,001 - $5,000,000 |
| Action Opportunity Fund | Other | Member | $1,000,001 - $5,000,000 |
| AmBank Checking Account | Other | Joint | $15,001 - $50,000 |
| Invesco QQQ Trust | Fund | Member | $1,001 - $15,000 |
| iShares Core S&P 500 ETF | Fund | Member | $1,001 - $15,000 |
| ProShares UltraPro Dow30 | Fund | Member | $1,001 - $15,000 |
| DIASPDR Dow Jones Industrial Average ETF Trust | Fund | Member | $1,001 - $15,000 |
| ZMZoom Video Communications, Inc. - Class A | Stock | Member | $15,001 - $50,000 |
| ATI Founders, Inc. (shooting range equipment) - | Other | Member | $500,001 - $1,000,000 |
| Bear Lake Rental #7, 2176 S. Bear Lake Blvd. | Other | Member | $100,001 - $250,000 |
| Curtis Family Georgetown Condo, LLC, 395 West 4650 North | Other | Member | $250,001 - $500,000 |
| 786 S 1600 W Street | Other | Member | None |
| Parcel #16-044-0006 | Other | Member | $250,001 - $500,000 |
| Parcel #9-8-19-13 | Other | Member | None |
| Vacant Lot | Other | Member | $1 - $1,000 |
| Zions Bank Checking Account | Other | Member | $1,001 - $15,000 |
| Zions Bank Money Market Account | Other | Member | $1 - $1,000 |
| Domo, Inc. - Class B | Stock | Member | $15,001 - $50,000 |
| Influence Int'l Inc. - business relationship development services - Provo, UT | Other | Member | $15,001 - $50,000 |
| John Reem Curtis, 800 S Center SPE, LLC | Other | Member | $250,001 - $500,000 |
| Monticello Development Company, LLC - unimproved land | Other | Member | $50,001 - $100,000 |
| AGG - iShares Core US Aggregate Bond | Other | Member | $1,001 - $15,000 |
| Cohen & Steers Real Estate Securities Fund Class I | Fund | Member | $15,001 - $50,000 |
| DODIX - Dodge & Cox Income Fund | Fund | Member | None |
| DODIX - DODGE & COX INCOME FUND | Fund | Member | $15,001 - $50,000 |
| IAU - iShares Gold Trust | Fund | Member | $15,001 - $50,000 |
| IEFA - iShares Core MSCI EAFE | Fund | Member | $100,001 - $250,000 |
| IEMG - iShares Core MSCI Emerging Markets | Fund | Member | $50,001 - $100,000 |
| IJR - iShares Core S&P Small-Cap | Fund | Member | $50,001 - $100,000 |
| iShares Inc. MSCI Eurozone ETF | Fund | Member | $15,001 - $50,000 |
| IVV - iShares Core S&P 500 | Fund | Member | $250,001 - $500,000 |
| PCLPX - PIMCO COMMODITIES PLUS STRATEGY FUND CLASS I-2 | Fund | Member | $15,001 - $50,000 |
| PFPMX - Parnassus Mid Cap Fund Instl Class | Fund | Member | $15,001 - $50,000 |
| PIFZX - PGIM Short-Term Corporate Bond Fund Class Z | Other | Member | $1,001 - $15,000 |
| TIP - iShares Trust TIPS Bond | Fund | Member | $1,001 - $15,000 |
| VBTLX - VANGUARD TOTAL BD MKT IDX FUND | Fund | Member | $15,001 - $50,000 |
| VNQ - Vanguard Real Estate Index Fund | Fund | Member | $1,001 - $15,000 |
| VO - Vanguard Mid-Cap Index Fund | Fund | Member | $50,001 - $100,000 |
| ABTAbbott Laboratories | Stock | Joint | $15,001 - $50,000 |
| ADBEAdobe Inc. | Stock | Joint | $1,001 - $15,000 |
| AMDAdvanced Micro Devices, Inc. | Stock | Joint | $1,001 - $15,000 |
| AGG - iShares Core US Aggregate Bond | Fund | Joint | $15,001 - $50,000 |
| ALLEGHENY CNTY PA GO BDS C-69 5.000% 12/01/25 B/E DTD 10/11/12 CLB CLB 12/01/22 @100.000 | Bond | Joint | $1,001 - $15,000 |
| GOOGLAlphabet Inc. - Class A | Stock | Joint | $50,001 - $100,000 |
| AMZNAmazon.com, Inc. | Stock | Joint | $15,001 - $50,000 |
| AXPAmerican Express Company | Stock | Joint | $1,001 - $15,000 |
| ELVAnthem, Inc. | Stock | Joint | $1,001 - $15,000 |
| AAPLApple Inc. | Stock | Joint | $15,001 - $50,000 |
| AMATApplied Materials, Inc. | Stock | Joint | $1,001 - $15,000 |
| BACBank of America Corporation | Stock | Joint | $1,001 - $15,000 |
| BLKBlackRock, Inc. | Stock | Joint | $1,001 - $15,000 |
| BSXBoston Scientific Corporation | Stock | Joint | $1,001 - $15,000 |
| CALIFORNIA ST GO VAR PURP REF BDS 4.000% 03/01/37 B/E DTD | Bond | Joint | $1,001 - $15,000 |
| CALIFORNIA ST UNIV REV BDS 2018 A 5.000% 11/01/35 B/E | Bond | Joint | $1,001 - $15,000 |
| CATCaterpillar, Inc. | Stock | Joint | $1,001 - $15,000 |
| CVXChevron Corporation | Stock | Joint | $1,001 - $15,000 |
| CCitigroup, Inc. | Stock | Joint | $1,001 - $15,000 |
| COLO-NESCO CMNTY SCHDIST IOWA GO BDS 2020 3.000% 06/01/31 | Bond | Joint | $1,001 - $15,000 |
| Colorado Springs Colo Utils Rev Util Sys Ref Rev Bds 2012B 5.000% 11/15/24 B/E | Bond | Joint | $1,001 - $15,000 |
| COLORADO ST CTFS PARTN RURAL COPS 2020 A 4.000% 12/15/37 | Bond | Joint | $1,001 - $15,000 |
| CMCSAComcast Corporation - Class A | Stock | Joint | $1,001 - $15,000 |
| COPConocoPhillips | Stock | Joint | $1,001 - $15,000 |
| STZConstellation Brands, Inc. | Stock | Joint | $1,001 - $15,000 |
| COSTCostco Wholesale Corporation | Stock | Joint | $1,001 - $15,000 |
| CSXCSX Corporation | Stock | Joint | $1,001 - $15,000 |
| DHRDanaher Corporation | Stock | Joint | $1,001 - $15,000 |
| DEDeere & Company | Stock | Joint | $1,001 - $15,000 |
| EASTERN HOWARD IND THIRD MILLENNIUM SCH BLDG CORP AD VALOREM PPTY TAX FIRST MTG 4.000% 07/15/33 | Bond | Joint | $1,001 - $15,000 |
| METAFacebook, Inc. - Class A | Stock | Joint | $15,001 - $50,000 |
| FISVFiserv, Inc. | Stock | Joint | $1,001 - $15,000 |
| FLORIDA ST BRD ED PUB ED OUTLAY REF BDS | Bond | Joint | $1,001 - $15,000 |
| General Municipal Mny Mkt Cl A | Other | Joint | $50,001 - $100,000 |
| GEORGIA ST GO BDS 2021 A 4.000% 07/01/34 | Bond | Joint | $1,001 - $15,000 |
| Goldman Sachs International Small Cap Insights Fund | Fund | Joint | $50,001 - $100,000 |
| HENDERSON COUNTY NC LTD OBLIG BDS 2020 4.000% 06/01/34 B/E DTD | Bond | Joint | $1,001 - $15,000 |
| HENNEPIN CNTY MINN GO SALES TAX REV BDS 2019 B 5.000% 12/15/39 B/E | Bond | Joint | $1,001 - $15,000 |
| HLTHilton Worldwide Holdings Inc. | Stock | Joint | $1,001 - $15,000 |
| HDHome Depot, Inc. | Stock | Joint | $1,001 - $15,000 |
| HONHoneywell International Inc. | Stock | Joint | $1,001 - $15,000 |
| IAU - iShares Gold Trust | Fund | Joint | $15,001 - $50,000 |
| IEFA - iShares Core MSCI EAFE | Fund | Joint | $250,001 - $500,000 |
| IEMG - iShares Core MSCI Emerging Markets | Fund | Joint | $100,001 - $250,000 |
| IJR - iShares Core S&P Small-Cap | Fund | Joint | $100,001 - $250,000 |
| INDIANA ST FIN AUTH WASTEWATER UTIL REV FIRST LIEN REF BDS CWA AUTHORITY INC 4.000% 10/01/36 | Bond | Joint | $1,001 - $15,000 |
| ICEIntercontinental Exchange Inc. | Stock | Joint | $1,001 - $15,000 |
| ISRGIntuitive Surgical, Inc. | Stock | Joint | $1,001 - $15,000 |
| JACKSON MICH LTD TAX GO CAP IMPT BDS 2018 5.000% 06/01/31 B/E DTD | Bond | Joint | $1,001 - $15,000 |
| JPMJP Morgan Chase & Co. | Stock | Joint | $15,001 - $50,000 |
| KLACKLA Corporation | Stock | Joint | $1,001 - $15,000 |
| LAKE HALLIE WIS GO CORP PURP BDS 2021 A 2.000% 10/01/23 | Bond | Joint | $1,001 - $15,000 |
| LAKEVILLE MINN INDPT SCH DIST NO 194 GO SCH BLDG REF BDS 2016 A 5.000% 02/01/23 B/E DTD | Bond | Joint | $1,001 - $15,000 |
| LRCXLam Research Corporation | Stock | Joint | $1,001 - $15,000 |
| MAMastercard Incorporated | Stock | Joint | $15,001 - $50,000 |
| MSFTMicrosoft Corporation | Stock | Joint | $15,001 - $50,000 |
| MILLERSBURG PA AREA SCH DIST GO BDS 2020 5.000% 10/01/23 B/E DTD | Bond | Joint | $1,001 - $15,000 |
| MIPTX - Matthews Pacific Tiger Fund Investor Class | Fund | Joint | $50,001 - $100,000 |
| MISSISSIPPI ST GO BDS 2019 B 4.000% 10/01/36 | Bond | Joint | $1,001 - $15,000 |
| MNSTMonster Beverage Corporation | Stock | Joint | $1,001 - $15,000 |
| NKENike, Inc. | Stock | Joint | $1,001 - $15,000 |
| NVDANVIDIA Corporation | Stock | Joint | $15,001 - $50,000 |
| OLATHE KANS GO IMPT REF BDS 234 3.000% 10/01/32 | Bond | Joint | $1,001 - $15,000 |
| ONSLOW CNTY N C LTD OBLIG LTD OBLIG BDS 2016 4.000% 10/01/35 | Bond | Joint | $1,001 - $15,000 |
| OSAGE CNTY KANS GO REF AND IMPT BDS 2021 A 3.000% 09/01/30 | Bond | Joint | $1,001 - $15,000 |
| PCLPX - PIMCO COMMODITIES PLUS STRATEGY FUND CLASS I-2 | Fund | Joint | $50,001 - $100,000 |
| PEARLAND TEX WTRWKS & SWR SYS REV REV AND REF BDS 2017 C 5.000% 09/01/23 B/E DTD 08/01/17 N/C | Bond | Joint | $1,001 - $15,000 |
| PENN IND HIGH SCH BLDG CORP AD VALOREM PPTY TAX FIRST MTG BDS 2021 4.000% 07/15/34 | Bond | Joint | $1,001 - $15,000 |
| PEPPepsico, Inc. | Stock | Joint | $1,001 - $15,000 |
| PFPMX - Parnassus Mid Cap Fund Instl Class | Fund | Joint | $50,001 - $100,000 |
| PIFZX - PGIM Short-Term Corporate Bond Fund Class Z | Fund | Joint | $1,001 - $15,000 |
| PONPX - PIMCO Income Fund Class I-2 | Fund | Joint | $15,001 - $50,000 |
| PRINCE GEORGES CNTY MD GO CONS PUB IMPT BDS 2014A 4.000% 09/01/32 B/E DTD 09/30/14 CLB CLB 09/01/24 | Bond | Joint | $1,001 - $15,000 |
| PGProcter & Gamble Company | Stock | Joint | $1,001 - $15,000 |
| PGRProgressive Corporation | Stock | Joint | $1,001 - $15,000 |
| RTXRaytheon Technologies Corporation | Stock | Joint | $1,001 - $15,000 |
| ROMEOVILLE ILL GO BDS 2019 4.000% 12/30/38 | Bond | Joint | $1,001 - $15,000 |
| SPGIS&P Global Inc. | Stock | Joint | $1,001 - $15,000 |
| CRMSalesforce.com Inc | Stock | Joint | $1,001 - $15,000 |
| SANGAMON LOGAN & MENARD CNTYS ILL CMNTY | Bond | Joint | $1,001 - $15,000 |
| SANTA CRUZ CNTY ARIZ UNI SCH DIST NO 35 IMPT BDS PROJ OF 2019 2020 A 5.000% 07/01/22 B/E | Bond | Joint | $1,001 - $15,000 |
| SARATOGA SPRINGS UTAH WTR REV REF BDS 2014 3.000% 12/01/24 B/E DTD | Bond | Joint | $1,001 - $15,000 |
| SHWSherwin-Williams Company | Stock | Joint | $1,001 - $15,000 |
| SKAGIT CNTY WASH CONS SCH DIST NO 320 | Bond | Joint | $1,001 - $15,000 |
| SOUTH CAROLINA TRANSN INFRASTRUCTURE BK REV REF BDS 2021 A 4.000% 10/01/33 | Bond | Joint | $1,001 - $15,000 |
| SBUXStarbucks Corporation | Stock | Joint | $1,001 - $15,000 |
| SULLIVAN CNTY PA SCH DIST GO NTS 2020 3.000% 04/01/28 B/E DTD 07/07/20 | Bond | Joint | $1,001 - $15,000 |
| SYYSysco Corporation | Stock | Joint | $1,001 - $15,000 |
| TXNTexas Instruments Incorporated | Stock | Joint | $1,001 - $15,000 |
| TEXAS WATER DEV BRD ST REVOLVING FD REV BDS 2020 4.000% 08/01/34 | Bond | Joint | $1,001 - $15,000 |
| TMOThermo Fisher Scientific Inc | Stock | Joint | $1,001 - $15,000 |
| TIP - iShares Trust TIPS Bond | Fund | Joint | $15,001 - $50,000 |
| TMUST-Mobile US, Inc. | Stock | Joint | $1,001 - $15,000 |
| TOLEDO OHIO WTRWKS REV SYS BDS 2020 5.000% 11/15/33 | Bond | Joint | $1,001 - $15,000 |
| ULTAUlta Beauty, Inc. | Stock | Joint | $1,001 - $15,000 |
| UNPUnion Pacific Corporation | Stock | Joint | $1,001 - $15,000 |
| UNHUnitedHealth Group Incorporated Common Stock | Stock | Joint | $15,001 - $50,000 |
| UTAH COUNTY UTAH TRANSN SALES TAX REV REF BDS 2021 4.000% 12/01/38 | Bond | Joint | $1,001 - $15,000 |
| VLOValero Energy Corporation | Stock | Joint | $1,001 - $15,000 |
| Vanguard Intl FD FTSE DEVELOPED MKTS | Fund | Joint | $50,001 - $100,000 |
| VAW - Vanguard Materials Index Fund | Fund | Joint | $1,001 - $15,000 |
| VVisa Inc. | Stock | Joint | $15,001 - $50,000 |
| VNQ - Vanguard Real Estate Index Fund | Fund | Joint | $50,001 - $100,000 |
| VO - Vanguard Mid-Cap Index Fund | Fund | Joint | $100,001 - $250,000 |
| VPU - Vanguard Utilities Index Fund | Fund | Joint | $1,001 - $15,000 |
| WASHINGTON ST UNIV REVS GEN REV AND REF BDS 2013 5.000% 10/01/22 B/E DTD 04/02/13 N/C | Bond | Joint | $1,001 - $15,000 |
| WMWaste Management, Inc. | Stock | Joint | $1,001 - $15,000 |
| ZTSZoetis Inc. Class A | Stock | Joint | $1,001 - $15,000 |
| AGG - iShares Core US Aggregate Bond | Other | Spouse | $1,001 - $15,000 |
| Cohen & Steers Real Estate Securities Fund Class I | Fund | Spouse | $1,001 - $15,000 |
| DODIX - DODGE & COX INCOME FUND | Other | Spouse | $1,001 - $15,000 |
| IAU - iShares Gold Trust | Fund | Spouse | $1,001 - $15,000 |
| IEFA - iShares Core MSCI EAFE | Fund | Spouse | $1,001 - $15,000 |
| IEMG - iShares Core MSCI Emerging Markets | Fund | Spouse | $1,001 - $15,000 |
| IJR - iShares Core S&P Small-Cap | Other | Spouse | $1,001 - $15,000 |
| iShares Inc. MSCI Eurozone ETF | Fund | Spouse | $1,001 - $15,000 |
| IVV - iShares Core S&P 500 | Other | Spouse | $15,001 - $50,000 |
| PCLPX - PIMCO COMMODITIES PLUS STRATEGY FUND CLASS I-2 | Other | Spouse | $1,001 - $15,000 |
| PFPMX - Parnassus Mid Cap Fund Instl Class | Fund | Spouse | $1,001 - $15,000 |
| PIFZX - PGIM Short-Term Corporate Bond Fund Class Z | Other | Spouse | $1 - $1,000 |
| TIP - iShares Trust TIPS Bond | Fund | Spouse | $1 - $1,000 |
| VBTLX - VANGUARD TOTAL BD MKT IDX FUND | Other | Spouse | $1,001 - $15,000 |
| VNQ - Vanguard Real Estate Index Fund | Other | Spouse | $1,001 - $15,000 |
| VO - Vanguard Mid-Cap Index Fund | Fund | Spouse | $1,001 - $15,000 |
| Peak Ventures Fund II, L.P. | Other | Member | $500,001 - $1,000,000 |
| Peg Opportunity Zone | Other | Member | $1,000,001 - $5,000,000 |
| QQ Corpus Christi | Other | Member | $100,001 - $250,000 |
| QQRGV | Other | Member | $100,001 - $250,000 |
| QQUV Investments 2, LLC (Quick Quack Car Wash) | Other | Member | $15,001 - $50,000 |
| QQUV Investments 3, LLC (Quick Quack Car Wash) | Other | Member | $50,001 - $100,000 |
| QQUV Investments 4, LLC (Quick Quack Car Wash) | Other | Member | $50,001 - $100,000 |
| QQUV Investments, LLC (Quick Quack Car Wash) | Other | Member | $50,001 - $100,000 |
| Residential Property in Washington, DC | Other | Member | None |
| Rise Broadband stock - fixed wireless Internet service provider - Denver, CO | Other | Member | $15,001 - $50,000 |
| Sundance Debt Partners, LLC | Other | Member | $250,001 - $500,000 |
| TriState Capital Holdings, Inc. | Other | Member | None |
| Wells Fargo Interest Checking Account | Other | Member | $1,001 - $15,000 |
| Wells Fargo Money Market Savings Account | Other | Member | $1 - $1,000 |
| Zions Bank Checking Account | Other | Member | $1,001 - $15,000 |
| Zions Bank Checking Account | Other | Member | $500,001 - $1,000,000 |
| Zions Bank Checking Plus Account | Other | Member | $1 - $1,000 |
How reports are read: holdings methodology.