Congressional stock trades · Member
Lloyd Doggett
Representative · TX-37 · Democrat
145 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 10 annual reports are below.
Current committees: House Committee on the Budget; House Committee on Ways and Means; Joint Committee on Taxation.
| Disclosed | Traded | Days | Owner | Asset | Type | Amount range (as filed) | Source |
|---|---|---|---|---|---|---|---|
| 2026-09-08 | 2026-08-17 | 22 | Member | PGProcter & Gamble Company | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-08-05 | 2026-07-01 | 35 | Member | KOCoca-Cola Company | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-07-06 | 2026-06-18 | 18 | Member | HDHome Depot, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-07-06 | 2026-06-12 | 24 | Member | PPGPPG Industries, Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-07-06 | 2026-06-10 | 26 | Member | IBMInternational Business Machines Corporation Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-07-06 | 2026-06-09 | 27 | Member | JNJJohnson & Johnson Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-06-04 | 2026-05-15 | 20 | Member | PGProcter & Gamble Company | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-05-06 | 2026-04-01 | 35 | Member | KOCoca-Cola Company | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-04-06 | 2026-03-26 | 11 | Member | HDHome Depot, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-04-06 | 2026-03-12 | 25 | Member | PPGPPG Industries, Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-04-06 | 2026-03-10 | 27 | Member | JNJJohnson & Johnson Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-04-06 | 2026-03-10 | 27 | Member | IBMInternational Business Machines Corporation Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-03-05 | 2026-02-17 | 16 | Member | PGProcter & Gamble Company | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-01-02 | 2025-12-18 | 15 | Member | HDHome Depot, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-01-02 | 2025-12-15 | 18 | Member | KOCoca-Cola Company | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-01-02 | 2025-12-12 | 21 | Member | IBMInternational Business Machines Corporation Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-01-02 | 2025-12-12 | 21 | Member | PPGPPG Industries, Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-01-02 | 2025-12-09 | 24 | Member | JNJJohnson & Johnson Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-04 | 2025-07-01 | 34 | Member | KOCoca-Cola Company | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-07-07 | 2025-06-18 | 19 | Member | HDHome Depot, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-07-07 | 2025-06-12 | 25 | Member | PPGPPG Industries, Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-07-07 | 2025-06-10 | 27 | Member | IBMInternational Business Machines Corporation Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-07-07 | 2025-06-10 | 27 | Member | JNJJohnson & Johnson Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-06-04 | 2025-05-15 | 20 | Member | PGProcter & Gamble Company | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-05-05 | 2025-04-01 | 34 | Member | KOCoca-Cola Company | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-04-07 | 2025-03-27 | 11 | Member | HDHome Depot, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-04-07 | 2025-03-12 | 26 | Member | PPGPPG Industries, Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-04-07 | 2025-03-10 | 28 | Member | IBMInternational Business Machines Corporation Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-04-07 | 2025-03-04 | 34 | Member | JNJJohnson & Johnson Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-03-10 | 2025-02-18 | 20 | Member | PGProcter & Gamble Company | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-01-08 | 2024-12-16 | 23 | Member | KOCoca-Cola Company | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-01-08 | 2024-12-12 | 27 | Member | PPGPPG Industries, Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-01-08 | 2024-12-12 | 27 | Member | HDHome Depot, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-01-08 | 2024-12-10 | 29 | Member | JNJJohnson & Johnson Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-01-08 | 2024-12-10 | 29 | Member | IBMInternational Business Machines Corporation Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-12-04 | 2024-11-15 | 19 | Member | PGProcter & Gamble Company | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-11-05 | 2024-10-01 | 35 | Member | KOCoca-Cola Company | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-10-10 | 2024-09-12 | 28 | Member | HDHome Depot, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-10-10 | 2024-09-12 | 28 | Member | PPGPPG Industries, Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-10-10 | 2024-09-10 | 30 | Member | IBMInternational Business Machines Corporation Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-10-10 | 2024-09-10 | 30 | Member | JNJJohnson & Johnson Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-09-09 | 2024-08-15 | 25 | Member | PGProcter & Gamble Company | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-08-05 | 2024-07-01 | 35 | Member | KOCoca-Cola Company | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-07-03 | 2024-06-13 | 20 | Member | HDHome Depot, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-07-03 | 2024-06-12 | 21 | Member | PPGPPG Industries, Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-07-03 | 2024-06-10 | 23 | Member | IBMInternational Business Machines Corporation Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-07-03 | 2024-06-04 | 29 | Member | JNJJohnson & Johnson Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-06-05 | 2024-05-15 | 21 | Member | PGProcter & Gamble Company | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-05-06 | 2024-04-01 | 35 | Member | KOCoca-Cola Company | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-04-09 | 2024-03-21 | 19 | Member | HDHome Depot, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-04-09 | 2024-03-12 | 28 | Member | PPGPPG Industries, Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-04-09 | 2024-03-11 | 29 | Member | IBMInternational Business Machines Corporation Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-04-09 | 2024-03-05 | 35 | Member | JNJJohnson & Johnson Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-03-05 | 2024-02-15 | 19 | Member | PGProcter & Gamble Company | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-01-08 | 2023-12-15 | 24 | Member | KOCoca-Cola Company | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-01-08 | 2023-12-14 | 25 | Member | HDHome Depot, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-01-08 | 2023-12-12 | 27 | Member | PPGPPG Industries, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-01-08 | 2023-12-11 | 28 | Member | IBMInternational Business Machines Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-01-08 | 2023-12-05 | 34 | Member | JNJJohnson & Johnson | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-12-18 | 2023-11-15 | 33 | Member | PGProcter & Gamble Company | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-11-06 | 2023-10-02 | 35 | Member | KOCoca-Cola Company | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-10-05 | 2023-09-14 | 21 | Member | HDHome Depot, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-10-05 | 2023-09-12 | 23 | Member | PPGPPG Industries, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-10-05 | 2023-09-11 | 24 | Member | IBMInternational Business Machines Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-10-05 | 2023-09-07 | 28 | Member | JNJJohnson & Johnson | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-09-08 | 2023-08-16 | 23 | Member | PGProcter & Gamble Company | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-08-07 | 2023-07-03 | 35 | Member | KOCoca-Cola Company | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-07-10 | 2023-06-16 | 24 | Member | HDHome Depot, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-07-10 | 2023-06-13 | 27 | Member | IBMInternational Business Machines Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-07-10 | 2023-06-13 | 27 | Member | PPGPPG Industries, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-07-10 | 2023-06-07 | 33 | Member | JNJJohnson & Johnson | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-06-07 | 2023-05-16 | 22 | Member | PGProcter & Gamble Company | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-05-04 | 2023-04-04 | 30 | Member | KOCoca-Cola Company | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-04-10 | 2023-03-24 | 17 | Member | HDHome Depot, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-04-10 | 2023-03-13 | 28 | Member | IBMInternational Business Machines Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-04-10 | 2023-03-13 | 28 | Member | PPGPPG Industries, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-04-10 | 2023-03-08 | 33 | Member | JNJJohnson & Johnson | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-03-06 | 2023-02-16 | 18 | Member | PGProcter & Gamble Company | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-01-05 | 2022-12-16 | 20 | Member | HDHome Depot, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-01-05 | 2022-12-16 | 20 | Member | KOCoca-Cola Company | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-01-05 | 2022-12-13 | 23 | Member | PPGPPG Industries, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-01-05 | 2022-12-13 | 23 | Member | IBMInternational Business Machines Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-01-05 | 2022-12-07 | 29 | Member | JNJJohnson & Johnson | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-12-06 | 2022-11-16 | 20 | Member | PGProcter & Gamble Company | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-11-01 | 2022-10-03 | 29 | Member | KOCoca-Cola Company | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-11-01 | 2022-09-15 | 47 ·>45 | Member | HDHome Depot, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-11-01 | 2022-09-12 | 50 ·>45 | Member | PPGPPG Industries, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-11-01 | 2022-09-12 | 50 ·>45 | Member | IBMInternational Business Machines Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-11-01 | 2022-09-06 | 56 ·>45 | Member | JNJJohnson & Johnson | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-09-06 | 2022-08-16 | 21 | Member | PGProcter & Gamble Company | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-08-05 | 2022-07-01 | 35 | Member | KOCoca-Cola Company | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-07-11 | 2022-06-17 | 24 | Member | HDHome Depot, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-07-11 | 2022-06-10 | 31 | Member | IBMInternational Business Machines Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-07-11 | 2022-06-10 | 31 | Member | PPGPPG Industries, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-07-11 | 2022-06-07 | 34 | Member | JNJJohnson & Johnson | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-06-06 | 2022-05-16 | 21 | Member | PGProcter & Gamble Company | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-05-09 | 2022-04-01 | 38 | Member | KOCoca-Cola Company | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-04-08 | 2022-03-24 | 15 | Member | HDHome Depot, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-04-08 | 2022-03-11 | 28 | Member | PPGPPG Industries, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-04-08 | 2022-03-10 | 29 | Member | IBMInternational Business Machines Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-03-07 | 2022-02-16 | 19 | Member | PGProcter & gamble Company | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-01-10 | 2021-12-16 | 25 | Member | HDHome Depot, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-01-10 | 2021-12-15 | 26 | Member | KOCoca-Cola Company | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-01-10 | 2021-12-10 | 31 | Member | PPGPPG Industries, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-01-10 | 2021-12-10 | 31 | Member | IBMInternational Business Machines Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-12-06 | 2021-11-16 | 20 | Member | PGProcter & gamble Company | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-11-18 | 2021-10-04 | 45 | Member | KOCoca-Cola Company | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-10-07 | 2021-09-17 | 20 | Member | HDHome Depot, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-10-07 | 2021-09-13 | 24 | Member | IBMInternational Business Machines Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-10-07 | 2021-09-13 | 24 | Member | PPGPPG Industries, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-09-07 | 2021-08-17 | 21 | Member | PGProcter & gamble Company | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-08-13 | 2021-07-02 | 42 | Member | KOCoca-Cola Company | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-07-06 | 2021-06-18 | 18 | Member | HDHome Depot, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-07-06 | 2021-06-14 | 22 | Member | PPGPPG Industries, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-07-06 | 2021-06-11 | 25 | Member | IBMInternational Business Machines Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-06-30 | 2021-05-18 | 43 | Member | PGProcter & gamble Company | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-05-06 | 2021-04-05 | 31 | Member | KOCoca-Cola Company | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-04-07 | 2021-03-26 | 12 | Member | HDHome Depot, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-04-07 | 2021-03-15 | 23 | Member | PPGPPG Industries, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-04-07 | 2021-03-11 | 27 | Member | IBMInternational Business Machines Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-03-08 | 2021-02-17 | 19 | Member | PGProcter & gamble Company | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-01-06 | 2020-12-18 | 19 | Member | HDHome Depot, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-01-06 | 2020-12-16 | 21 | Member | KOCoca-Cola Company | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-01-06 | 2020-12-14 | 23 | Member | PPGPPG Industries, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-01-06 | 2020-12-11 | 26 | Member | IBMInternational Business Machines Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-12-07 | 2020-11-17 | 20 | Member | PGProcter & gamble Company | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-11-06 | 2020-10-02 | 35 | Member | KOCoca-Cola Company | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-10-16 | 2020-09-18 | 28 | Member | HDHome Depot, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-10-16 | 2020-09-14 | 32 | Member | PPGPPG Industries, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-10-16 | 2020-09-11 | 35 | Member | IBMInternational Business Machines Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-09-08 | 2020-08-17 | 22 | Member | PGProcter & gamble Company | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-08-05 | 2020-07-02 | 34 | Member | KOCoca-Cola Company | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-07-06 | 2020-06-19 | 17 | Member | HDHome Depot, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-07-06 | 2020-06-15 | 21 | Member | PPGPPG Industries, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-07-06 | 2020-06-11 | 25 | Member | IBMInternational Business Machines Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-06-03 | 2020-05-15 | 19 | Member | PGProcter & gamble Company | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-04-09 | 2020-04-02 | 7 | Member | KOCoca-Cola Company | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-04-09 | 2020-03-27 | 13 | Member | HDHome Depot, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-04-09 | 2020-03-13 | 27 | Member | PPGPPG Industries, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-04-09 | 2020-03-11 | 29 | Member | IBMInternational Business Machines Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-03-04 | 2020-02-19 | 14 | Member | PGProcter & gamble Company | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-01-10 | 2019-12-19 | 22 | Member | HDHome Depot, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-01-10 | 2019-12-16 | 25 | Member | KOCoca-Cola Company | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-01-10 | 2019-12-12 | 29 | Member | PPGPPG Industries, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-01-10 | 2019-12-10 | 31 | Member | IBMInternational Business Machines Corporation | Purchase | $1,001 - $15,000 | Clerk → |
How these are read and published: methodology.
Holdings · annual financial disclosure
Assets listed on the 2016 report.
63 assets with a value on the report filed 2017-07-31, 7 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) |
|---|---|---|---|
| 1157 San Bernard St. | Other | Member | $500,001 - $1,000,000 |
| 1200 Baylor #401 | Other | Member | $500,001 - $1,000,000 |
| 3800 Kennelwood | Other | Member | $250,001 - $500,000 |
| 6734 Spicewood Springs | Other | Member | $1,000,001 - $5,000,000 |
| Akre Focus Fund | Other | Member | $250,001 - $500,000 |
| American Century Ultra Fund | Other | Member | $100,001 - $250,000 |
| AQR Managed Futures strategy HV I | Other | Member | $100,001 - $250,000 |
| BRK.BBerkshire Hathaway Inc. New | Stock | Member | $100,001 - $250,000 |
| KOCoca-Cola Company | Stock | Member | $100,001 - $250,000 |
| Cohen & Steers Pfd Secs @ Inc Cl I | Other | Member | $100,001 - $250,000 |
| Congressional Federal Credit Union | Other | Member | $15,001 - $50,000 |
| DFA Intermediate Term Extended Quality | Other | Member | None |
| DFA Intermediate Term Municipal Bond | Other | Member | $100,001 - $250,000 |
| DFA US Small Cap Value | Other | Member | $100,001 - $250,000 |
| DoubleLine Total Return Bond | Other | Member | $250,001 - $500,000 |
| Evermore Global Value Institutional | Other | Member | $50,001 - $100,000 |
| FPA New Income | Other | Member | None |
| Franklin High Yield Tax Free Fund (FRHIX/FHT1Z) | Other | Member | $100,001 - $250,000 |
| Franklin Mutual Shares Fund | Other | Member | $250,001 - $500,000 |
| Hasan Abu-Issa Note (through Mountain States Escrow) | Other | Spouse | $1,001 - $15,000 |
| HDHome Depot, Inc. | Stock | Member | $100,001 - $250,000 |
| IBMInternational Business Machines Corporation | Stock | Member | $250,001 - $500,000 |
| JNJJohnson & Johnson | Stock | Member | $100,001 - $250,000 |
| Kopernik Global All-Cap I | Other | Member | $100,001 - $250,000 |
| Lazard Global Listed Infrastructure Inst | Other | Member | $250,001 - $500,000 |
| DL3 Holdings, LLC | Other | Member | $500,001 - $1,000,000 |
| M. D. Sass Equity Income Plus Instl | Other | Member | None |
| Mineral Interest, McFarland Tract | Other | Spouse | $1,001 - $15,000 |
| Nuveen All American Municipal Bond Fund | Other | Member | $50,001 - $100,000 |
| Nuveen Intermediate Duration Muni Bond | Other | Member | $100,001 - $250,000 |
| Oakmark Global | Other | Member | $50,001 - $100,000 |
| Oakmark International | Other | Member | $500,001 - $1,000,000 |
| Oakmark Select | Other | Member | $100,001 - $250,000 |
| PIMCO Income Fund | Other | Member | $250,001 - $500,000 |
| PPGPPG Industries, Inc. | Stock | Member | $250,001 - $500,000 |
| PGProcter & Gamble Company | Stock | Member | $250,001 - $500,000 |
| Prosperity Bank | Other | Member | $15,001 - $50,000 |
| Schwab Cash IRA Rollover | Other | Spouse | $250,001 - $500,000 |
| Schwab Govt Money Fund | Other | Member | $100,001 - $250,000 |
| Schwab Muni Money Fund | Other | Member | $100,001 - $250,000 |
| TIAA-CREF Retirement - Stock Fund | Other | Member | $50,001 - $100,000 |
| TIAA-CREF Retirement Global Equities Fund | Other | Member | $15,001 - $50,000 |
| TIAA-CREF Retirement- Real Estate Fund | Other | Member | $100,001 - $250,000 |
| Tweedy, Browne Global Value | Other | Member | $250,001 - $500,000 |
| Vanguard Convertible Securities Fund | Other | Member | $1,000,001 - $5,000,000 |
| Vanguard Energy Fund Investor | Other | Member | $15,001 - $50,000 |
| Vanguard Growth Index Fund Admiral | Other | Member | $250,001 - $500,000 |
| Vanguard High Yield Tax Exempt | Other | Member | $50,001 - $100,000 |
| Vanguard Int. Term Tax-Exempt Fund Admiral | Other | Member | $250,001 - $500,000 |
| Vanguard Long-Term Corp Admiral | Other | Member | $250,001 - $500,000 |
| Vanguard Ltd. Term Tax-Exempt Fund Admiral | Other | Member | $100,001 - $250,000 |
| Vanguard PRIMECAP Fund Admiral | Other | Member | $1,000,001 - $5,000,000 |
| Vanguard Selected Value Fund | Other | Member | $500,001 - $1,000,000 |
| Vanguard Short Term Bond | Other | Member | $100,001 - $250,000 |
| Vanguard Small-Cap Index Fund Inv | Other | Member | $100,001 - $250,000 |
| Vanguard Tax Exempt MM | Other | Member | $15,001 - $50,000 |
| Vanguard Total Stock Market | Other | Member | $500,001 - $1,000,000 |
| Vanguard U.S. Growth Fund Admiral | Other | Member | $500,001 - $1,000,000 |
| Vanguard Windsor II Fund | Other | Member | $100,001 - $250,000 |
| Wasatch-Hoisington U.S. Treasury Fund | Other | Member | None |
| Weitz Partners III Opportunity Instl | Other | Member | $250,001 - $500,000 |
| Whole Foods Market, Inc. | Other | Member | $500,001 - $1,000,000 |
| WisdomTree US Dividend Growth ETF | Other | Member | $250,001 - $500,000 |
How reports are read: holdings methodology.