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 2023 report.
77 assets with a value on the amended report filed 2024-08-26, 8 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) |
|---|---|---|---|
| 3800 Kennelwood | Other | Member | $1,000,001 - $5,000,000 |
| Akre Focus Fund | Fund | Member | $500,001 - $1,000,000 |
| Ally Bank CD | Other | Member | None |
| American Century Ultra Fund | Fund | Member | $500,001 - $1,000,000 |
| Artisan High Income Fund - Institutional Shares | Fund | Member | $100,001 - $250,000 |
| Bank OZK | Other | Member | $1,001 - $15,000 |
| BRK.BBerkshire Hathaway Inc. New | Stock | Member | $50,001 - $100,000 |
| Brown Advisory - Beutel Goodman LCV Fd | Fund | Member | $500,001 - $1,000,000 |
| Brown Advisory Global Leaders Investor | Fund | Member | $500,001 - $1,000,000 |
| Brown Advisory Sustainable Growth Instl | Fund | Member | $500,001 - $1,000,000 |
| Brown Advisory Tax-Exempt Sustainable Bond Fund Investor Shares | Fund | Member | $250,001 - $500,000 |
| Calvert Small Cap Fund;I | Fund | Member | $500,001 - $1,000,000 |
| Cambridge Savings CD | Other | Member | None |
| Charles Schwab Bank CD | Other | Member | $50,001 - $100,000 |
| KOCoca-Cola Company | Stock | Member | $100,001 - $250,000 |
| Cohen & Steers Pfd Secs @ Inc Cl I | Fund | Member | $100,001 - $250,000 |
| Congressional Federal Credit Union | Other | Member | $15,001 - $50,000 |
| DL3 Holdings, LLC | Other | Member | None |
| Driehaus Micro Cap Growth | Fund | Member | $100,001 - $250,000 |
| Edgewood Growth Fund Institutional | Fund | Member | $500,001 - $1,000,000 |
| FIERA CAPITAL INTERNATIONAL EQUITY FUND Institutional | Fund | Member | $50,001 - $100,000 |
| First Business Bank CD | Other | Member | None |
| First Horizon Bank CD | Other | Member | $50,001 - $100,000 |
| FPA New Income | Fund | Member | None |
| Hartford Schroders International Stock Fund | Fund | Member | $250,001 - $500,000 |
| Home and Rental Property #1 | Other | Member | $500,001 - $1,000,000 |
| HDHome Depot, Inc. | Stock | Member | $500,001 - $1,000,000 |
| IBMInternational Business Machines Corporation | Stock | Member | $500,001 - $1,000,000 |
| JNJJohnson & Johnson | Stock | Member | $100,001 - $250,000 |
| KDKyndryl Holdings, Inc. | Stock | Member | $1,001 - $15,000 |
| Metropolitan West Unconstrained Bond Fund Class 1 | Fund | Member | $100,001 - $250,000 |
| Mineral Interest, McFarland Tract | Other | Spouse | $1 - $1,000 |
| Mutual Shares Corporation Cl Z | Fund | Member | $100,001 - $250,000 |
| Nuveen All American Municipal Bond Fund | Fund | Member | $50,001 - $100,000 |
| Nuveen Intermediate Duration Municipal Bond Fund Class R | Fund | Member | $100,001 - $250,000 |
| Oakmark International Fund Investor Class | Fund | Member | $500,001 - $1,000,000 |
| PIMCO Income Fund | Fund | Member | $100,001 - $250,000 |
| PPGPPG Industries, Inc. | Stock | Member | $250,001 - $500,000 |
| PGProcter & Gamble Company | Stock | Member | $500,001 - $1,000,000 |
| Prosperity Bank | Other | Member | $15,001 - $50,000 |
| RBC Global Opportunities | Fund | Member | None |
| Rental Property #2 | Other | Member | $5,000,001 - $25,000,000 |
| Schwab Government Money Fund | Fund | Member | $50,001 - $100,000 |
| Schwab International Index Fund - Select Shares | Fund | Member | $250,001 - $500,000 |
| Schwab Muni Money Fund | Fund | Member | $50,001 - $100,000 |
| Schwab Premier Bank | Other | Member | $50,001 - $100,000 |
| Schwab Short-Term Bond Index Fund | Fund | Member | $100,001 - $250,000 |
| Schwab US Aggregate Bond Index Fund | Fund | Member | $15,001 - $50,000 |
| Schwab Value Advantage | Fund | Spouse | $50,001 - $100,000 |
| Southstate Bank CD | Other | Member | None |
| Spyglass Growth Fund;Institutional | Fund | Member | None |
| TIAA-CREF Retirement - Stock Fund | Fund | Member | $15,001 - $50,000 |
| TIAA-CREF Retirement Global Equities Fund | Fund | Member | $15,001 - $50,000 |
| TIAA-CREF Retirement- Real Estate Fund | Fund | Member | $15,001 - $50,000 |
| Vanguard Dividend Growth Fund | Fund | Member | $250,001 - $500,000 |
| Vanguard Extended Mkt Index Admiral | Fund | Member | $100,001 - $250,000 |
| Vanguard Growth Index Fund Admiral | Fund | Member | $1,000,001 - $5,000,000 |
| Vanguard Intermediate-Term Investment Grade Fund Admiral Shrs | Fund | Member | $100,001 - $250,000 |
| Vanguard Intermediate-Term Tax-Exempt Fd Admiral Shs | Fund | Member | $500,001 - $1,000,000 |
| Vanguard Limited-Term Tax-Exempt Fd Admiral Shs | Fund | Member | $500,001 - $1,000,000 |
| Vanguard Long-Term Investment Grade Fund Admiral Shrs | Fund | Member | $100,001 - $250,000 |
| Vanguard Mid-Cap Value Index Fd Admiral | Fund | Member | $500,001 - $1,000,000 |
| Vanguard Municipal Money Market Fund | Fund | Member | $1,001 - $15,000 |
| Vanguard PRIMECAP Fund Admiral Shares | Fund | Member | $1,000,001 - $5,000,000 |
| Vanguard Short Term Bond | Fund | Member | $50,001 - $100,000 |
| Vanguard Short Term Investment-Grade Admiral | Fund | Member | $100,001 - $250,000 |
| Vanguard Small-Cap Index Fund Inv | Fund | Member | $250,001 - $500,000 |
| Vanguard Specialized Portfolios Energy Fund | Fund | Member | $15,001 - $50,000 |
| Vanguard Total Bond Market Index Admiral | Fund | Member | $250,001 - $500,000 |
| Vanguard Total Int Stock Index Admiral | Fund | Member | $500,001 - $1,000,000 |
| Vanguard Total International Bond Index Admiral | Fund | Member | $100,001 - $250,000 |
| Vanguard Total Stock Market | Fund | Member | $1,000,001 - $5,000,000 |
| Vanguard U.S. Growth Fund Admiral | Fund | Member | $500,001 - $1,000,000 |
| Vanguard Whitehall Funds, Selected Value Fund | Fund | Member | $1,000,001 - $5,000,000 |
| Vanguard Windsor II Fund | Fund | Member | $250,001 - $500,000 |
| Voya Intermediate Bond Fund Class I | Fund | Member | $250,001 - $500,000 |
| WisdomTree US Dividend Growth ETF | Fund | Member | $500,001 - $1,000,000 |
How reports are read: holdings methodology.