Congressional stock trades · Member
Suzan K. DelBene
Representative · WA-1 · Democrat
416 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 Ways and Means.
| Disclosed | Traded | Days | Owner | Asset | Type | Amount range (as filed) | Source |
|---|---|---|---|---|---|---|---|
| 2023-02-06 | 2023-01-19 | 18 | Joint | Maryland ST Go BDS Ser. 2017 B 5.00 % Due Aug 1, 2026 | Purchase | $15,001 - $50,000 | Clerk → |
| 2023-02-06 | 2023-01-19 | 18 | Joint | New York ST Dorm Auth Sales Tax Rev 5.00 % Due Mar 15, 2025 | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-02-06 | 2023-01-19 | 18 | Joint | Seattle WA MN LT PW PWR Util Due 05/01/45 | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-01-21 | 2023-01-10 | 11 | Joint | Seattle WA MN LT PW 2.75% PWR Util Due 05/01/45 | Purchase | $15,001 - $50,000 | Clerk → |
| 2023-01-21 | 2023-01-06 | 15 | Joint | Triborough Bridge & 4% SPL Tax Due 11/15/31 | Purchase | $500,001 - $1,000,000 | Clerk → |
| 2023-01-21 | 2023-01-06 | 15 | Joint | Spring TX Isd 4% Go Utx Due 08/15/31 | Purchase | $500,001 - $1,000,000 | Clerk → |
| 2023-01-21 | 2023-01-03 | 18 | Joint | Tennessee HSG Dev Agy Residential Fin 2.80 % Due Jan 1, 2026 | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2023-01-21 | 2023-01-03 | 18 | Joint | Florida HSG Fin Corp Homeowner MTG Rev 2.15 % Due Jul 1, 2029 | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2023-01-02 | 2022-12-19 | 14 | Joint | Round Rock Tex Indpt SCH Dist Unltd Tax 5.00 % Due Aug 1, 2025 | Sale | $500,001 - $1,000,000 | Clerk → |
| 2023-01-02 | 2022-12-16 | 17 | Joint | Maryland ST Dept TR 5%26 Comb Tax Due 10/01/26 | Sale | $500,001 - $1,000,000 | Clerk → |
| 2023-01-02 | 2022-12-16 | 17 | Joint | Connecticut ST Go BDS 2018 C 5.0000% Due 06/15/2030 | Sale | $500,001 - $1,000,000 | Clerk → |
| 2023-01-02 | 2022-12-16 | 17 | Joint | Arizona Indl Dev Auth Rev BDS Lincoln 5.00 % Due Nov 1, 2029 | Purchase | $500,001 - $1,000,000 | Clerk → |
| 2023-01-02 | 2022-12-15 | 18 | Joint | Philadelphia PA SCH Dist Go BDS Ser. F 5.00 % Due Sep 1, 2027 | Purchase | $50,001 - $100,000 | Clerk → |
| 2022-12-13 | 2022-12-01 | 12 | Joint | New York N Y Go BDS Ser.C 5.00 % Due Aug 1, 2030 | Purchase | $15,001 - $50,000 | Clerk → |
| 2022-11-28 | 2022-11-17 | 11 | Joint | ID ST BLDG Auth 5%23 5.00 % Due Sep 1, 2023 | Sale | $50,001 - $100,000 | Clerk → |
| 2022-11-28 | 2022-11-17 | 11 | Joint | North Dakota ST HSG Fin Agy Home MTG 1.85 % Due Jan 1, 2032 | Purchase | $250,001 - $500,000 | Clerk → |
| 2022-11-28 | 2022-11-17 | 11 | Joint | Illinois HSG Dev Auth Rev BDS Ser. 1.70 % Due Apr 1, 2031 | Sale | $250,001 - $500,000 | Clerk → |
| 2022-11-28 | 2022-11-10 | 18 | Joint | Michigan ST HSG Dev Auth Single Family 1.25 % Due Jun 1, 2027 | Purchase | $15,001 - $50,000 | Clerk → |
| 2022-11-28 | 2022-11-10 | 18 | Joint | United States Treas Bills Zero CPN 0.00 % Due May 11, 2023 | Purchase | $1,000,001 - $5,000,000 | Clerk → |
| 2022-11-28 | 2022-11-09 | 19 | Joint | United States Treas Bills Zero CPN 0.00 % Due Feb 21, 2023 | Purchase | $250,001 - $500,000 | Clerk → |
| 2022-11-28 | 2022-11-04 | 24 | Joint | New York N Y City Transitional Fin 5.00 % Due Nov 1, 2027 | Purchase | $15,001 - $50,000 | Clerk → |
| 2022-11-14 | 2022-10-24 | 21 | Joint | New York N Y Go BDS Ser. Fiscal 2015F 5.00 % Due Jun 1, 2044 | Purchase | $500,001 - $1,000,000 | Clerk → |
| 2022-11-14 | 2022-10-24 | 21 | Joint | New York N Y Go BDS Ser. Fiscal 2008J 5.00 % Due Aug 1, 2026 | Sale | $500,001 - $1,000,000 | Clerk → |
| 2022-11-14 | 2022-10-20 | 25 | Joint | Maryland ST Go BDS Ser. 2017 B 5.00 % Due Aug 1, 2026 | Purchase | $50,001 - $100,000 | Clerk → |
| 2022-11-14 | 2022-10-19 | 26 | Joint | Maryland ST Go BDS Ser. 2017 B 5.00 % Due Aug 1, 2026 | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-10-28 | 2022-10-17 | 11 | Joint | Round Rock Tex Indpt SCH Dist Unltd Tax 5.00 % Due 08/01/25 | Purchase | $15,001 - $50,000 | Clerk → |
| 2022-10-28 | 2022-10-17 | 11 | Joint | Seattle WA MN LT PW 2.68% PWR Util Due 05/01/45 | Purchase | $15,001 - $50,000 | Clerk → |
| 2022-10-28 | 2022-10-13 | 15 | Joint | Maryland ST Go ST Local Facs LN BDS 5.00 % Due 03/15/27 | Sale | $500,001 - $1,000,000 | Clerk → |
| 2022-10-28 | 2022-10-13 | 15 | Joint | Maryland ST Go BDS Ser. 2017 B 5.00 % Due 08/01/26 | Purchase | $500,001 - $1,000,000 | Clerk → |
| 2022-10-28 | 2022-10-13 | 15 | Joint | Connecticut ST Go BDS 2018 C 5.0000% Due 06/15/30 | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-10-28 | 2022-10-13 | 15 | Joint | Seattle WA MN LT PW 2.68% PWR Util Due 05/01/45 | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-10-28 | 2022-10-12 | 16 | Joint | Illinois ST Sales Tax Rev JR Oblig 4.00 % Due 06/15/30 | Purchase | $15,001 - $50,000 | Clerk → |
| 2022-10-28 | 2022-10-07 | 21 | Joint | New York N Y City Transitional Fin 5.00 % Due 11/01/27 | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-10-10 | 2022-09-28 | 12 | Joint | US Treasury Bill23 U S T Bill Due 09/07/23 | Purchase | $1,000,001 - $5,000,000 | Clerk → |
| 2022-10-10 | 2022-09-26 | 14 | Joint | King CNTY Wash LTD Tax Go Ref BDS Ser. 5.00 % Due Jul 1, 2024 | Purchase | $500,001 - $1,000,000 | Clerk → |
| 2022-10-10 | 2022-09-22 | 18 | Joint | Illinois ST Sales Tax Rev JR Oblig 4.00 % Due Jun 15, 2030 | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-10-10 | 2022-09-22 | 18 | Joint | New York ST Dorm Auth Sales Tax Rev 5.00 % Due Mar 15, 2025 | Purchase | $15,001 - $50,000 | Clerk → |
| 2022-09-12 | 2022-09-01 | 11 | Joint | ID ST BLDG Auth 5%23 5.00 % Due Sep 1, 2023 | Sale (partial) | $50,001 - $100,000 | Clerk → |
| 2022-09-12 | 2022-08-23 | 20 | Joint | Wolcott CT 1.25%22 Go Utx Due 08/23/22 | Sale | $500,001 - $1,000,000 | Clerk → |
| 2022-08-26 | 2022-08-18 | 8 | Joint | University Minn GO Ref BDS Regents Ser. 5.00% Due 10/01/25 | Sale | $250,001 - $500,000 | Clerk → |
| 2022-08-26 | 2022-08-18 | 8 | Joint | Round Rock Tex Indpt Sch Dist 5.00% Due 8/1/2025 | Purchase | $100,001 - $250,000 | Clerk → |
| 2022-08-26 | 2022-08-18 | 8 | Joint | Piladelphia PA SCH Dist Go BDS Ser. 5.00% Due 09/01/2027 | Purchase | $15,001 - $50,000 | Clerk → |
| 2022-08-26 | 2022-08-09 | 17 | Joint | New York NY GO BDS Ser 5.00% Due 08/01/2030 | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-08-26 | 2022-08-04 | 22 | Joint | Prince Georges CNTY MD Go Consolidated 5.00% Due 07/15/31 | Purchase | $15,001 - $50,000 | Clerk → |
| 2022-08-26 | 2022-08-02 | 24 | Joint | New York ST Dorm Auth ST Pers Income 5.00% Due 03/15/2027 | Sale | $500,001 - $1,000,000 | Clerk → |
| 2022-08-26 | 2022-08-02 | 24 | Joint | New York N Y City Transitional Fin 5.00% Due Feb 1, 2032 | Purchase | $500,001 - $1,000,000 | Clerk → |
| 2022-08-26 | 2022-08-02 | 24 | Joint | New York N Y Go BDS Ser.C 5.00 % Due Aug 1, 2031 | Sale | $250,001 - $500,000 | Clerk → |
| 2022-08-26 | 2022-08-02 | 24 | Joint | New York N Y Go BDS Ser.C 5.00 % Due Aug 1, 2030 | Purchase | $250,001 - $500,000 | Clerk → |
| 2022-08-08 | 2022-07-22 | 17 | Joint | New York New Y Cl 2.6% Mult HSG Due 05/01/26 | Purchase | $500,001 - $1,000,000 | Clerk → |
| 2022-07-25 | 2022-07-08 | 17 | Joint | Berkeley Heights TWP N J BD Antic NTS 2.00% Due 07/08/2022 | Sale | $500,001 - $1,000,000 | Clerk → |
| 2022-07-08 | 2022-07-01 | 7 | Joint | Florida HSG Fin Corp Homeowner MTG Rev 2.15% Due 07/01/2029 | Sale (partial) | $15,001 - $50,000 | Clerk → |
| 2022-07-08 | 2022-06-30 | 8 | Joint | Berkeley Heights TWP N J BD NTS 2.00% Due 07/08/2022 | Sale (partial) | $15,001 - $50,000 | Clerk → |
| 2022-07-08 | 2022-06-28 | 10 | Joint | WA ST HLTH Care Fa 5.00% Due 08/01/2049 | Sale | $500,001 - $1,000,000 | Clerk → |
| 2022-07-08 | 2022-06-28 | 10 | Joint | Colorado Health Fac 5.00% Due 08/01/2049 | Purchase | $500,001 - $1,000,000 | Clerk → |
| 2022-07-08 | 2022-06-24 | 14 | Joint | Connecticut ST Go BDS 2018 5.0% Due 06/15/2030 | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-07-08 | 2022-06-14 | 24 | Joint | New York N Y Go BDS Ser. C 5.00% Due 08/01/2031 | Purchase | $15,001 - $50,000 | Clerk → |
| 2022-06-23 | 2022-06-14 | 9 | Joint | Connecticut ST Go BDS 2018 C 5.00% | Purchase | $15,001 - $50,000 | Clerk → |
| 2022-06-23 | 2022-06-13 | 10 | Joint | Honolulu HI City 4.00% Go Utx Due 10/01/32 | Purchase | $15,001 - $50,000 | Clerk → |
| 2022-06-23 | 2022-06-09 | 14 | Joint | New York ST Dorm Auth ST Pers Income 5.00% Due 03/15/27 | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-06-23 | 2022-06-07 | 16 | Joint | Prince Georges CNTY MD Go Consolidated 5.00% Due 07/15/31 | Purchase | $100,001 - $250,000 | Clerk → |
| 2022-06-11 | 2022-05-19 | 23 | Joint | New Jersey ST HSG & MTG Fin Agy 0.75% Due 05/01/23 | Sale | $250,001 - $500,000 | Clerk → |
| 2022-06-11 | 2022-05-18 | 24 | Joint | Honolulu HI City & 4.00% GO Utx Due 10/01/32 | Purchase | $500,001 - $1,000,000 | Clerk → |
| 2022-05-23 | 2022-05-16 | 7 | Joint | CT ST HSG Fa HSG 2.75% Due 05/15/2026 | Sale | $250,001 - $500,000 | Clerk → |
| 2022-05-23 | 2022-05-10 | 13 | Joint | New York NY Go BDS Ser Fiscal 2008J 5.00% Due 08/01/2026 | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-05-23 | 2022-05-06 | 17 | Joint | New York NY City Transitional Fin 5.00% Due 11/01/2027 | Purchase | $500,001 - $1,000,000 | Clerk → |
| 2022-05-23 | 2022-05-06 | 17 | Joint | District Columbia Go BDS Ser 2017D 5.00% Due 06/01/2027 | Sale | $500,001 - $1,000,000 | Clerk → |
| 2022-05-23 | 2022-05-03 | 20 | Joint | Illinois ST Sales Tax Rev JR Oblig 4.00% Due 06/15/2030 | Purchase | $250,001 - $500,000 | Clerk → |
| 2022-05-08 | 2022-05-04 | 4 | Joint | Sales Tax Securitization Corp 5.00 % Due 1/1/2027 | Sale | $250,001 - $500,000 | Clerk → |
| 2022-05-08 | 2022-04-26 | 12 | Joint | New York ST Dorm Auth ST Pers 5% due 3/15/2027 | Purchase | $15,001 - $50,000 | Clerk → |
| 2022-05-08 | 2022-04-18 | 20 | Joint | Seattle WA MN LT PW 0.69% due 5/1/2045 | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-04-20 | 2022-04-11 | 9 | Joint | Maryland ST Go ST Local Facs LN BDS 5.00% Due 03/15/2027 | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-04-07 | 2022-04-01 | 6 | Joint | Florida HSG Fin Corp Homeowner MTG 2.15% Due 07/01/29 | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2022-04-07 | 2022-03-21 | 17 | Joint | District Columbia GO BDS Ser 2017 5.00% Due 06/01/27 | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-03-22 | 2022-03-15 | 7 | Joint | WA ST HLTH Care Fa 5.00% Hosp HLTH Due 08/01/2049 | Purchase | $500,001 - $1,000,000 | Clerk → |
| 2022-03-22 | 2022-03-15 | 7 | Joint | Colorado Health Fac 5.00% Hosp HLTH Due 08/01/2049 | Sale | $500,001 - $1,000,000 | Clerk → |
| 2022-03-22 | 2022-03-02 | 20 | Joint | Prince georges CNTY MD go Consolidated 5.00% Due 07/15/2031 | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-03-09 | 2022-02-28 | 9 | Spouse | MSFT Common Stock | Sale | $500,001 - $1,000,000 | Clerk → |
| 2022-03-09 | 2022-02-09 | 28 | Spouse | Forward Contract | Purchase | $5,000,001 - $25,000,000 | Clerk → |
| 2022-02-25 | 2022-02-15 | 10 | Joint | New York ST Dorm Auth ST Pers Income 5% Due 3/15/2027 | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-02-25 | 2022-02-08 | 17 | Joint | New York ST Dorm Auth Sales Tax Rev 5.00% Due 3/15/2025 | Purchase | $15,001 - $50,000 | Clerk → |
| 2022-02-25 | 2022-02-08 | 17 | Joint | Illinois HSG Dev Auth Rev BDS Ser. 1.70% Due 4/1/2031 | Purchase | $15,001 - $50,000 | Clerk → |
| 2022-02-25 | 2022-02-04 | 21 | Joint | New York ST Dorm Auth ST Pers Income 5% Due 3/15/2027 | Purchase | $15,001 - $50,000 | Clerk → |
| 2022-02-09 | 2022-01-18 | 22 | Joint | New York ST Dorm Auth Sales Tax Rev 5.00% Due 03/15/2025 | Purchase | $15,001 - $50,000 | Clerk → |
| 2022-01-20 | 2022-01-14 | 6 | Joint | Maryland ST Dept TR 5% Comb Tax Due 10/01/2026 | Purchase | $15,001 - $50,000 | Clerk → |
| 2022-01-20 | 2022-01-11 | 9 | Joint | Los Angeles CNTY Calif Tax And Rev 4.00% Due 06/30/2022 | Sale | $500,001 - $1,000,000 | Clerk → |
| 2022-01-20 | 2022-01-10 | 10 | Joint | Prince georges CNTY MD go Consolidated 5.00% Due 07/15/2031 | Purchase | $500,001 - $1,000,000 | Clerk → |
| 2022-01-20 | 2022-01-10 | 10 | Joint | Maryland ST Dept TR 5% Comb Tax Due 10/01/2026 | Purchase | $15,001 - $50,000 | Clerk → |
| 2022-01-20 | 2022-01-07 | 13 | Joint | Maryland ST Dept TR 5% Comb Tax Due 10/01/2026 | Purchase | $15,001 - $50,000 | Clerk → |
| 2022-01-20 | 2022-01-07 | 13 | Joint | Round Rock Tex Indpt SCH Dist unltd Tax 5% Due 08/01/2025 | Purchase | $15,001 - $50,000 | Clerk → |
| 2022-01-20 | 2022-01-03 | 17 | Joint | Florida HSG Fin Corp Homeowner MTG Rev 2.15% Due 07/01/2029 | Sale (partial) | $15,001 - $50,000 | Clerk → |
| 2022-01-09 | 2021-12-23 | 17 | Joint | District Columbia go BDS Ser. 2017 D 5.00% Due 6/1/2027 | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-12-28 | 2021-12-13 | 15 | Joint | New York ST Dorm Auth Sales Tax Rev 5% Due 3/15/25 | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-12-28 | 2021-12-10 | 18 | Joint | New York ST Dorm Auth ST Pers Income 5% Due 3/15/27 | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-12-28 | 2021-12-01 | 27 | Joint | New York ST Dorm Auth Sales Tax Rev 5% Due 3/15/25 | Purchase | $15,001 - $50,000 | Clerk → |
| 2021-12-02 | 2021-11-30 | 2 | Joint | New York ST Dorm Auth Sales Tax Rev 5.00% Due 03/15/25 | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-12-02 | 2021-11-29 | 3 | Joint | Maryland ST Dept TR 5.00% Comb Tax Due 10/01/26 | Purchase | $15,001 - $50,000 | Clerk → |
| 2021-12-02 | 2021-11-23 | 9 | Joint | Round Rock Tex Indpt SCH Dist 5.00% Due 08/01/25 | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-12-02 | 2021-11-15 | 17 | Joint | Colorado Health Fac 5.00% Hosp HLTH Due 08/01/49 | Purchase | $250,001 - $500,000 | Clerk → |
| 2021-11-19 | 2021-11-12 | 7 | Joint | Illinois HSG Dev Auth Rev BDS Ser. 1.70% Due 4/1/2031 | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-11-19 | 2021-11-10 | 9 | Joint | Kentucky Economic Dev Fin Auth Rev Rev 2.70% Due 5/1/2039 | Sale | $250,001 - $500,000 | Clerk → |
| 2021-10-29 | 2021-10-27 | 2 | Joint | District Columbia go BDS 5.00% Due 06/01/2027 | Purchase | $50,001 - $100,000 | Clerk → |
| 2021-10-29 | 2021-10-27 | 2 | Joint | Maryland ST go local Facs 5.00% Due 03/15/2027 | Purchase | $15,001 - $50,000 | Clerk → |
| 2021-10-29 | 2021-10-18 | 11 | Spouse | MSFTMicrosoft Corporation | Sale (partial) | $5,000,001 - $25,000,000 | Clerk → |
| 2021-10-29 | 2021-10-18 | 11 | Joint | New York NY go BDS Ser. C 5.00% Due 08/01/2031 | Purchase | $250,001 - $500,000 | Clerk → |
| 2021-10-29 | 2021-10-01 | 28 | Joint | Florida HSG Fin Corp Homeowner MTG 2.15% Due 07/01/29 | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2021-10-15 | 2021-09-24 | 21 | Joint | New York ST Dorm Auth Sales Tax Rev 5.00% Due 03/15/2025 | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-10-15 | 2021-09-09 | 36 | Joint | Somerset CNTY NJ Bans Ser 2020 4.00% Due 09/09/2021 | Sale | $250,001 - $500,000 | Clerk → |
| 2021-10-15 | 2021-09-03 | 42 | Spouse | MSFTMicrosoft Corporation | Sale | $5,000,001 - $25,000,000 | Clerk → |
| 2021-10-15 | 2021-09-01 | 44 | Joint | ID ST BLDG Auth 5.00% Due 09/01/2023 | Sale (partial) | $50,001 - $100,000 | Clerk → |
| 2021-09-15 | 2021-08-31 | 15 | Spouse | MSFTMicrosoft Corporation | Purchase | $5,000,001 - $25,000,000 | Clerk → |
| 2021-09-15 | 2021-08-30 | 16 | Spouse | MSFTMicrosoft Corporation | Purchase | $250,001 - $500,000 | Clerk → |
| 2021-09-15 | 2021-08-16 | 30 | Joint | Somerset CNTY N J Bans Ser. 2020 4.00% Due 09/09/2021 | Sale (partial) | $50,001 - $100,000 | Clerk → |
| 2021-09-15 | 2021-08-12 | 34 | Joint | Somerset CNTY N J Bans Ser. 2020 4.00% Due 09/09/21 | Sale (partial) | $100,001 - $250,000 | Clerk → |
| 2021-09-15 | 2021-08-12 | 34 | Joint | Texas ST Tax Rev Antic NTS Ser. 2020 4.00% Due 08/26/2021 | Sale | $500,001 - $1,000,000 | Clerk → |
| 2021-09-15 | 2021-08-11 | 35 | Joint | Wolcott CT 1.25%22 go utx Due 08/23/22 | Purchase | $500,001 - $1,000,000 | Clerk → |
| 2021-08-06 | 2021-07-21 | 16 | Joint | Seattle WA MN LT PW 0.00% PWR util Due 05/01/2045 | Purchase | $500,001 - $1,000,000 | Clerk → |
| 2021-08-06 | 2021-07-21 | 16 | Joint | Pasco CNTY Fl SB CO 0.00% SCH Cops Due 08/01/2032 | Sale | $500,001 - $1,000,000 | Clerk → |
| 2021-08-06 | 2021-07-02 | 35 | Spouse | MSFTMicrosoft Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-08-06 | 2021-07-01 | 36 | Joint | Florida ST Constr Ref DBS Ser.2016 A 5.00% Due 07/01/2021 | Sale | $250,001 - $500,000 | Clerk → |
| 2021-08-06 | 2021-07-01 | 36 | Joint | Florida HSG Fin Corp Homeowner MTS Rev 2.15% Due 07/01/2029 | Sale (partial) | $15,001 - $50,000 | Clerk → |
| 2021-08-06 | 2021-07-01 | 36 | Joint | Energy Northwest Wash Elec 5.00% Due 07/01/2021 | Sale | $250,001 - $500,000 | Clerk → |
| 2021-07-19 | 2021-06-30 | 19 | Joint | Los Angeles CNTY Calif Tax and Rev 4.00% Due 06/30/21 | Sale | $500,001 - $1,000,000 | Clerk → |
| 2021-07-19 | 2021-06-25 | 24 | Joint | Berkeley Heights TWP N J BD NTS 2.00% Due 07/08/22 | Purchase | $500,001 - $1,000,000 | Clerk → |
| 2021-07-19 | 2021-06-18 | 31 | Joint | PLTRPalantir Technologies Inc. Class A | Exchange | $100,001 - $250,000 | Clerk → |
| 2021-07-19 | 2021-06-11 | 38 | Joint | Los Angeles CNTY Calif Tax and Rev 4.00% Due 06/30/22 | Purchase | $500,001 - $1,000,000 | Clerk → |
| 2021-07-19 | 2021-06-10 | 39 | Joint | New York NY go BDS Fiscal 2008 5.00% Due 08/01/26 | Purchase | $15,001 - $50,000 | Clerk → |
| 2021-07-19 | 2021-06-01 | 48 ·>45 | Joint | Los Angeles CNTY Calif Tax and Rev 4.00% Due 06/30/21 | Sale (partial) | $50,001 - $100,000 | Clerk → |
| 2021-07-19 | 2020-05-29 | 416 ·>45 | Joint | Round Rock Tex Indpt SCH Dist 5.00% Due 08/01/25 | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-07-19 | 2020-03-06 | 500 ·>45 | Joint | Illinois HSG Dev Auth Rev BDS Ser. 1.7% Due 04/01/31 | Purchase | $250,001 - $500,000 | Clerk → |
| 2021-06-12 | 2021-05-28 | 15 | Joint | Maryland ST Dept TR 5.00% Due 10/01/26 | Purchase | $15,001 - $50,000 | Clerk → |
| 2021-06-12 | 2021-05-20 | 23 | Joint | New York ST Dorm Auth ST Pers Income 5% Due 3/15/2027 | Purchase | $15,001 - $50,000 | Clerk → |
| 2021-06-12 | 2021-05-13 | 30 | Joint | Round Rock Tex Indpt SCH Dist unltd Tax 5.00% Due 8/1/2025 | Purchase | $15,001 - $50,000 | Clerk → |
| 2021-05-14 | 2021-04-12 | 32 | Joint | District Columbia GO Bds 5.00% Due 06/01/2027 | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-05-14 | 2021-04-01 | 43 | Joint | Florida HSG Fin Corp Homeowner MTG Rev 2.15% Due 7/1/2029 | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2021-04-13 | 2021-03-31 | 13 | Joint | Los Angeles CNTY Calif Tax and Rev 4.00% Due 06/30/21 | Sale (partial) | $15,001 - $50,000 | Clerk → |
| 2021-04-13 | 2021-03-31 | 13 | Joint | MSFTMicrosoft Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-04-13 | 2021-03-25 | 19 | Joint | New York NY go BDS 2008 5.00% Due 08/01/2026 | Purchase | $15,001 - $50,000 | Clerk → |
| 2021-04-13 | 2021-03-10 | 34 | Joint | Maryland ST go local Facs 5.00% Due 03/15/2027 | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-04-13 | 2021-03-04 | 40 | Spouse | MSFTMicrosoft Corporation | Sale (partial) | $500,001 - $1,000,000 | Clerk → |
| 2021-03-17 | 2021-02-16 | 29 | Joint | Round Rock Tex Indpt SCH Dist unltd Tax 5.00 % Due 8/1/2025 | Purchase | $15,001 - $50,000 | Clerk → |
| 2021-03-17 | 2021-02-16 | 29 | Joint | District Columbia go BDS Ser. 2017D 5.00 % Due 6/1/2027 | Purchase | $15,001 - $50,000 | Clerk → |
| 2021-03-17 | 2021-02-12 | 33 | Joint | New York ST Dorm Auth ST Pers Income 5% Due 3/15/2027 | Purchase | $50,001 - $100,000 | Clerk → |
| 2021-03-17 | 2021-02-10 | 35 | Joint | New York ST Dorm Auth ST Pers Income 5% Due 3/15/2027 | Purchase | $15,001 - $50,000 | Clerk → |
| 2021-02-16 | 2021-01-14 | 33 | Joint | New York NY GO BDS Fiscal 2008 5.00% Due 08/01/2026 | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-02-16 | 2021-01-13 | 34 | Joint | Connecticut ST go BDS 2018 5.00% Due 06/15/2030 | Purchase | $500,001 - $1,000,000 | Clerk → |
| 2021-02-16 | 2021-01-13 | 34 | Joint | MNTGRY CN MD 5.00% go Due 10/01/2025 | Sale | $500,001 - $1,000,000 | Clerk → |
| 2021-02-16 | 2021-01-12 | 35 | Joint | Round Rock Tex Indpt SCH Dist unltd Tax 5.00% Due 08/01/2025 | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-02-16 | 2021-01-12 | 35 | Joint | Somerset CNTY NJ Bans 4.00% Due 09/09/2021 | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-02-16 | 2021-01-06 | 41 | Joint | District Columbia go BDS 5.00% Due 06/01/2027 | Purchase | $50,001 - $100,000 | Clerk → |
| 2021-02-16 | 2021-01-06 | 41 | Joint | Maryland ST Dept TR 5.00% Due 10/01/26 | Purchase | $15,001 - $50,000 | Clerk → |
| 2021-02-16 | 2021-01-04 | 43 | Joint | Florida HSG Fin Corp Homeowner MTG Rev 2.15% Due 07/01/2029 | Sale (partial) | $15,001 - $50,000 | Clerk → |
| 2021-02-16 | 2021-01-04 | 43 | Joint | Illinois HSG Dev Auth BDS 1.70% Due 04/01/2031 | Sale (partial) | $50,001 - $100,000 | Clerk → |
| 2021-01-13 | 2020-12-30 | 14 | Joint | New York ST Dorm Auth ST pers income 5.00% due 03/15/2027 | Purchase | $50,001 - $100,000 | Clerk → |
| 2021-01-13 | 2020-12-15 | 29 | Joint | MNTGRY Cn MD 5.00% GP Itx Due 10/01/2025 | Purchase | $15,001 - $50,000 | Clerk → |
| 2021-01-13 | 2020-12-11 | 33 | Joint | Round Rock Tex Indpt Sch Dist unltd Tax 5.00% Due 08/01/2025 | Purchase | $15,001 - $50,000 | Clerk → |
| 2021-01-13 | 2020-12-03 | 41 | Joint | Colorado Health Fac 5.00% Hosp HLTH Due 08/01/49 | Purchase | $500,001 - $1,000,000 | Clerk → |
| 2021-01-13 | 2020-12-01 | 43 | Spouse | MSFTMicrosoft Corporation | Sale (partial) | $250,001 - $500,000 | Clerk → |
| 2020-12-10 | 2020-11-09 | 31 | Joint | University Minn go Ref BDS Regents Ser 5.00% due 10/01/25 | Sale | $100,001 - $250,000 | Clerk → |
| 2020-12-10 | 2020-11-06 | 34 | Joint | Sales Tax Securitization Corp 5.00% Due 01/01/31 | Purchase | $250,001 - $500,000 | Clerk → |
| 2020-12-10 | 2020-11-03 | 37 | Joint | New York ST Dorm Auth St Pers Income 5.00% due 03/15/27 | Purchase | $15,001 - $50,000 | Clerk → |
| 2020-12-10 | 2020-11-03 | 37 | Joint | Los Angeles CNTY Calif Tax and rev 4.00% Due 06/30/21 | Purchase | $250,001 - $500,000 | Clerk → |
| 2020-11-09 | 2020-10-30 | 10 | Joint | New York ST Dorm Auth ST pers Income | Purchase | $15,001 - $50,000 | Clerk → |
| 2020-11-09 | 2020-10-30 | 10 | Joint | Michigan ST HSG Dev Auth 1.25% Due 06/01/27 | Purchase | $500,001 - $1,000,000 | Clerk → |
| 2020-11-09 | 2020-10-23 | 17 | Joint | Round Rock Tex Indpt SCH Dist 5.00% Due 08/01/25 | Purchase | $15,001 - $50,000 | Clerk → |
| 2020-11-09 | 2020-10-23 | 17 | Joint | New York ST Dorm Auth ST pers Income | Purchase | $50,001 - $100,000 | Clerk → |
| 2020-11-09 | 2020-10-15 | 25 | Joint | New York ST Dorm Auth ST Pers Income | Purchase | $15,001 - $50,000 | Clerk → |
| 2020-11-09 | 2020-10-13 | 27 | Joint | Round Rock Tex Indpt SCH Dist 5.00% Due 08/01/25 | Purchase | $15,001 - $50,000 | Clerk → |
| 2020-11-09 | 2020-10-08 | 32 | Joint | New York NY go BDS Ser. Fiscal 2008J 5.00% Due 08/01/26 | Purchase | $500,001 - $1,000,000 | Clerk → |
| 2020-11-09 | 2020-10-01 | 39 | Joint | Florida HSG Fin Corp Homeowner MTG 2.15% Due 07/01/29 | Sale | $1,001 - $15,000 | Clerk → |
| 2020-11-09 | 2020-09-30 | 40 | Spouse | MSFTMicrosoft Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-11-09 | 2020-09-04 | 66 ·>45 | Joint | Texas ST Tax Rev Antic NTS 4.00% Due 08/26/21 | Purchase | $500,001 - $1,000,000 | Clerk → |
| 2020-11-09 | 2020-09-02 | 68 ·>45 | Spouse | MSFTMicrosoft Corporation | Sale (partial) | $5,000,001 - $25,000,000 | Clerk → |
| 2020-11-09 | 2020-09-01 | 69 ·>45 | Joint | ID ST BLDG Auth 5%23 5.00 % Due Sep 1, 2023 | Sale | $50,001 - $100,000 | Clerk → |
| 2020-09-14 | 2020-08-31 | 14 | Spouse | MSFTMicrosoft Corporation | Purchase | $5,000,001 - $25,000,000 | Clerk → |
| 2020-09-14 | 2020-08-27 | 18 | Joint | Round Rock Tex Indpt SCH Dist unltd Tax 5.00 % Due 08/01/2025 | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-09-14 | 2020-08-27 | 18 | Joint | Somerset CNTY N J Bans Ser. 2020 4.00 % Due 09/09/21 | Purchase | $500,001 - $1,000,000 | Clerk → |
| 2020-09-14 | 2020-08-18 | 27 | Joint | New York ST Dorm Auth ST Pers Income 5.00% 03/15/2027 | Purchase | $15,001 - $50,000 | Clerk → |
| 2020-08-10 | 2020-07-30 | 11 | Joint | Minnesota ST GO St Var Purp BDS 5.00% Due 08/01/2021 | Sale | $250,001 - $500,000 | Clerk → |
| 2020-08-10 | 2020-07-28 | 13 | Joint | MSFTMicrosoft Corporation | Sale (partial) | $1,000,001 - $5,000,000 | Clerk → |
| 2020-08-10 | 2020-07-28 | 13 | Spouse | MSFTMicrosoft Corporation | Sale | $1,000,001 - $5,000,000 | Clerk → |
| 2020-08-10 | 2020-07-23 | 18 | Joint | New York N Y go BDS Ser 2018 5.00% Due 08/01/2021 | Sale | $100,001 - $250,000 | Clerk → |
| 2020-08-10 | 2020-07-22 | 19 | Joint | Pasco CNTY Fl SB CO 0.00% Due 08/01/2032 | Purchase | $500,001 - $1,000,000 | Clerk → |
| 2020-08-10 | 2020-07-02 | 39 | Joint | Texas ST Tax Rev Antic NTS 4.00% Due 08/27/2020 | Sale | $250,001 - $500,000 | Clerk → |
| 2020-08-10 | 2020-07-01 | 40 | Joint | Los Angeles CNTY Calif Tax and Rev 4.00% Due 06/30/2021 | Purchase | $250,001 - $500,000 | Clerk → |
| 2020-07-15 | 2020-06-30 | 15 | Spouse | MSFTMicrosoft Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-07-15 | 2020-06-25 | 20 | Joint | New York ST Dorm Auth ST Pers Income | Purchase | $15,001 - $50,000 | Clerk → |
| 2020-07-15 | 2020-06-24 | 21 | Joint | New York ST Dorm Auth Sales Tax 5.00% Due 03/15/20252 | Purchase | $15,001 - $50,000 | Clerk → |
| 2020-07-15 | 2020-06-18 | 27 | Joint | Maryland ST go ST local Facs LN BDS 5.00% Due 03/15/27 | Purchase | $15,001 - $50,000 | Clerk → |
| 2020-07-15 | 2020-06-17 | 28 | Joint | Maricopa CNTY Ariz uni SCH Dist No 69 5.00 Due 07/01/27 | Purchase | $50,001 - $100,000 | Clerk → |
| 2020-06-14 | 2020-05-29 | 16 | Joint | Round Rock Tex Indpt SCH Dist 5.00% Due 08/01/25 | Purchase | $15,001 - $50,000 | Clerk → |
| 2020-06-14 | 2020-05-21 | 24 | Joint | Massachusetts ST GO Rans 4.00% Due 05/21/2020 | Sale | $250,001 - $500,000 | Clerk → |
| 2020-06-14 | 2020-05-21 | 24 | Joint | Maryland ST go ST local Facs 5.00% Due 03/15/2027 | Purchase | $15,001 - $50,000 | Clerk → |
| 2020-06-14 | 2020-05-21 | 24 | Joint | Round Rock Tex Indpt SCH Dist 5.00% Due 08/01/25 | Purchase | $15,001 - $50,000 | Clerk → |
| 2020-06-14 | 2020-05-20 | 25 | Joint | New Jersey ST HSG & MTG Fin Agy .75% Due 05/01/23 | Purchase | $250,001 - $500,000 | Clerk → |
| 2020-06-14 | 2020-05-19 | 26 | Joint | New York ST Dorm Auth ST Pers Income | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-06-14 | 2020-05-18 | 27 | Joint | Maryland ST go ST local Facs 5.00% Due 03/15/2027 | Purchase | $15,001 - $50,000 | Clerk → |
| 2020-06-14 | 2020-05-13 | 32 | Joint | Charleston CNTY S C Sch Dist 4.00% Due 05/13/20 | Sale | $250,001 - $500,000 | Clerk → |
| 2020-06-14 | 2020-05-01 | 44 | Joint | MNTGRY CN MD 5.00% Due 10/01/2025 | Purchase | $15,001 - $50,000 | Clerk → |
| 2020-05-16 | 2020-04-28 | 18 | Joint | Florida ST Constr Ref BDS Ser. 2016 5.00% Due 07/01/21 | Purchase | $15,001 - $50,000 | Clerk → |
| 2020-05-16 | 2020-04-07 | 39 | Joint | Florida ST Constr Ref BDS Ser. 2016 5.00% Due 07/01/21 | Purchase | $15,001 - $50,000 | Clerk → |
How these are read and published: methodology.
Holdings · annual financial disclosure
Assets listed on the 2025 report.
109 assets with a value on the report filed 2026-05-14. 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) |
|---|---|---|---|
| ArcTern Ventures Fund III | Other | Joint | $500,001 - $1,000,000 |
| Arizona Indl Dev Auth Rev BDS Lincoln 5.00% Due Nov. 1, 2029 | Bond | Joint | $250,001 - $500,000 |
| AT&T Defined Benefit Plan | Other | Spouse | Undetermined |
| Austin Tex Indpt SCH Dist Unltd Tax Ref 5.00 % Due Aug 1, 2028 | Bond | Joint | None |
| Caprock PSP V | Other | Joint | $1,000,001 - $5,000,000 |
| Caprock Real Estate Opportunities I LP | Other | Joint | $1,000,001 - $5,000,000 |
| Cascade Private Capital Fund | Fund | Joint | $1,000,001 - $5,000,000 |
| Charles Schwab Cash Account | Other | Joint | $1,001 - $15,000 |
| Cliffwater Corporate Lending Fund Class I | Fund | Joint | $1,000,001 - $5,000,000 |
| Cliffwater Enhanced Lending Fund Class I | Fund | Joint | $1,000,001 - $5,000,000 |
| Colorado Health Fac 5% Hosp HLTH Due 08/01/49 | Bond | Joint | None |
| Columbia Pacific Income Fund II | Other | Joint | $5,000,001 - $25,000,000 |
| Columbia Pacific Income Fund II | Other | Member | $250,001 - $500,000 |
| Fid Contra Pool CL 3 | Other | Member | $100,001 - $250,000 |
| Fid GR Co Pool CL S | Other | Spouse | $1,000,001 - $5,000,000 |
| Fidelity Municipal Money Market Fund | Fund | Joint | $50,001 - $100,000 |
| Fidelity Taxable Interest Bearing Cash Option | Other | Joint | $50,001 - $100,000 |
| Fidelity Taxable Interest Bearing Cash Option | Other | Joint | $50,001 - $100,000 |
| Fidelity Taxable Interest Bearing Cash Option | Other | Joint | $15,001 - $50,000 |
| Fidelity Treasury Money Market Fund | Fund | Spouse | $50,001 - $100,000 |
| Fidelity Treasury Money Market Fund | Fund | Member | $100,001 - $250,000 |
| Fidelity Treasury Money Market Fund | Fund | Member | $15,001 - $50,000 |
| Florida Dev Fin Corp Healthcare Facs Rev 4.00 % Due Nov 15, 2035 | Bond | Joint | None |
| Florida HSG Fin Corp Homeowner MTG Rev 2.15% Due 07/01/2029 | Bond | Joint | None |
| Fortress Credit Realty Income Trust Class B | Other | Joint | $1,000,001 - $5,000,000 |
| Global Partnerships Impact First Fund 10 limited recourse note | Other | Joint | $250,001 - $500,000 |
| Global Partnerships Impact First Fund 10 LLC senior note | Other | Joint | $250,001 - $500,000 |
| Global Partnerships SIF 6.0 (2.75% September 2025) | Other | Joint | None |
| Gryphon Mezzanine Partners | Other | Joint | $100,001 - $250,000 |
| Gryphon Mezzanine Partners II | Other | Joint | $250,001 - $500,000 |
| Harbor International Fund Insti Cl | Fund | Joint | $500,001 - $1,000,000 |
| Honolulu HI City & 4%32 GO Utx Due 10/01/32 | Bond | Joint | None |
| Illinois State Sales Tax Rev JR Oblig 4.00% Due Jun 15 2030 | Bond | Joint | $250,001 - $500,000 |
| Invision Capital III | Other | Joint | $500,001 - $1,000,000 |
| iShares Core S&P U.S. Growth ETF | Fund | Joint | $1,000,001 - $5,000,000 |
| iShares Core S&P U.S. Value ETF | Fund | Joint | $1,000,001 - $5,000,000 |
| Kimpact Evergreen Real Estate Fund | Other | Joint | $250,001 - $500,000 |
| Maryland ST Dept TR 5%27 Comb Tax Due 11/01/27 | Bond | Joint | $250,001 - $500,000 |
| Matthews Asia Dividend Fund Insti Class | Fund | Joint | $250,001 - $500,000 |
| Merrill Lynch Cash Account | Other | Joint | $50,001 - $100,000 |
| Michigan ST HSG Dev Auth Single Family 1.25% Due 6/1/2027 | Bond | Joint | $250,001 - $500,000 |
| New Jersey ST Transn TR FD Auth SYS BDS 5.00 % Due Jun 15, 2035 | Bond | Joint | None |
| New York N Y City Transitional Fin 5.00% Due Feb 1, 2032 | Bond | Joint | $250,001 - $500,000 |
| New York New Y Cl 2.6% Mult HSG Due 05/01/26 | Bond | Joint | $250,001 - $500,000 |
| New York NY City Transitional Fin 5.00% Due 11/01/2027 | Bond | Joint | None |
| North Dakota ST HSG Fin Agy Home MTG 1.85 % Due Jan 1, 2032 | Bond | Joint | $250,001 - $500,000 |
| Ohio ST Higher Ed Go BDS Ser. 2025 A 5.00% Due May 1, 2036 | Bond | Joint | None |
| Oklahoma City Okla Go BDS Ser. 2023 4.00 % Due Mar 1, 2035 | Bond | Joint | None |
| Pacific Co B1 Bond - 80 Saratoga | Other | Joint | None |
| Pacific Co B1 Bond - Martha Gardens 06/01/2027 | Other | Joint | $500,001 - $1,000,000 |
| Pacific Co B1 Bond - San Diego Naranja | Other | Joint | None |
| Pacific Co B1 Bond - San Marcos 10/4/27 | Other | Joint | $250,001 - $500,000 |
| Pacific Co B1 Bond - Stevens Creek | Other | Joint | $250,001 - $500,000 |
| Pacific Co B1 Bond - Villa del Sol | Other | Joint | $1,000,001 - $5,000,000 |
| Pacific West Real Estate Income LLC | Other | Joint | $1,000,001 - $5,000,000 |
| Pennybacker VI | Other | Joint | $250,001 - $500,000 |
| Philadelphia PA SCH Dist Go BDS 5.00% Due 09/01/2027 | Bond | Joint | $250,001 - $500,000 |
| PIMCO Dynamic Bond Fund Class INSTL | Fund | Spouse | $1,000,001 - $5,000,000 |
| PIMCO Total Return | Other | Member | $15,001 - $50,000 |
| Redwood Kairos Real Estate Fund IV | Other | Joint | $100,001 - $250,000 |
| Redwood Kairos Real Estate Fund VI | Other | Joint | $250,001 - $500,000 |
| Redwood Kairos Real Estate Fund VIII | Other | Joint | $1,000,001 - $5,000,000 |
| Sales Tax Securitization Corp 5.00% Due 01/01/31 | Bond | Joint | None |
| Schwab Value Advantage Money Fund | Fund | Joint | $1,001 - $15,000 |
| Seattle WA MN Lt Var Rate Util Due 5/1/45 | Bond | Joint | $250,001 - $500,000 |
| Security Properties Augusta, LLC | Other | Joint | $250,001 - $500,000 |
| Security Properties Multi-Family Fund VI | Other | Joint | $1,000,001 - $5,000,000 |
| Security Properties Multi-Family Fund VII | Other | Joint | $1,000,001 - $5,000,000 |
| Security Properties TriRock | Other | Joint | $250,001 - $500,000 |
| Southeast Energy Auth Coop Dist Ala 5.00% Due Sep 1, 2035 | Bond | Joint | $250,001 - $500,000 |
| SPYSPDR S&P 500 | Fund | Member | $15,001 - $50,000 |
| SPYSPDR S&P 500 | Fund | Spouse | $100,001 - $250,000 |
| SPYSPDR S&P 500 | Fund | Member | $250,001 - $500,000 |
| Spring TX Isd 4%31 Go Utx Due 08/15/31 | Bond | Joint | $250,001 - $500,000 |
| Tarrant CNTY Tex Cultural Ed Facs Fin 5.00% Due Nov 15, 2051 | Bond | Joint | $250,001 - $500,000 |
| Tennessee Energy Ac 5%35 Edr Idr Due 12/01/35 | Bond | Joint | $250,001 - $500,000 |
| Tennessee HSG Dev Agy Residential Fin 2.80% Due Jan 1, 2026 | Bond | Joint | None |
| Triborough Bridge & 4%31 SPL Tax Due 11/15/31 | Bond | Joint | $250,001 - $500,000 |
| TriLinc Global Impact Fund | Other | Joint | $1,000,001 - $5,000,000 |
| TX Trans Commn TPK 5% TPK Tran Due 08/15/42 | Bond | Joint | $250,001 - $500,000 |
| University Kans Hos 4%36 SYST HLTH Due 03/01/36 | Bond | Joint | $250,001 - $500,000 |
| University Tex Univ Revs Fing SYS BDS 5.00% Due Aug 15, 2036 | Bond | Joint | $250,001 - $500,000 |
| UT ST Tran Auth 5%36 Excise Tax Due 06/15/36 | Bond | Joint | None |
| Vanguard 500 Index Fund Institutional Select Shares | Fund | Member | None |
| Vanguard 500 Index Fund Institutional Select Shares | Fund | Spouse | None |
| Vanguard FTSE All-World ex-US Index Fund Insti Shs | Fund | Spouse | $1,000,001 - $5,000,000 |
| Vanguard FTSE Emerging Markets ETF | Fund | Joint | $500,001 - $1,000,000 |
| Vanguard Institutional 500 Index Trust | Other | Spouse | $1,000,001 - $5,000,000 |
| Vanguard Institutional 500 Index Trust | Other | Member | $100,001 - $250,000 |
| Vanguard Institutional Index Fund Institutional Plus Shares | Fund | Spouse | $500,001 - $1,000,000 |
| Vanguard Mid-Cap ETF | Fund | Joint | $500,001 - $1,000,000 |
| Vanguard Mid-Cap Index Fund Admiral Shares | Fund | Spouse | $1,000,001 - $5,000,000 |
| Vanguard S&P 500 ETF | Fund | Joint | $1,000,001 - $5,000,000 |
| Vanguard Short-Term Bond Index Fd Instl Plus | Fund | Spouse | $500,001 - $1,000,000 |
| Vanguard Small Cap Index Fd Admiral Shs | Fund | Spouse | $1,000,001 - $5,000,000 |
| Vanguard Small-Cap ETF | Fund | Joint | $500,001 - $1,000,000 |
| Vanguard Total Stock Market ETF | Fund | Joint | $1,000,001 - $5,000,000 |
| Vertical Ventures Co-Investment Fund II | Other | Joint | $1,000,001 - $5,000,000 |
| Vision Ridge Sustainable Asset Fund III | Other | Joint | $1,000,001 - $5,000,000 |
| Vision Ridge Sustainable Asset Fund IV | Other | Joint | $250,001 - $500,000 |
| Washington ST MTR Veh Fuel Tax Related 5.00% Due Aug 1, 2028 | Bond | Joint | $250,001 - $500,000 |
| Wisconsin ST Go BDS Ser. 2025 A 5.00% Due May 1, 2036 | Bond | Joint | $250,001 - $500,000 |
| Wise CNTY VA Indl Dev Auth Solid Waste 3.80 % Due Nov 1, 2040 | Bond | Joint | $250,001 - $500,000 |
| Residential Real Estate Investment | Other | Joint | $500,001 - $1,000,000 |
| Amount owed to the filer (debtor not shown) | Other | Joint | $50,001 - $100,000 |
| Amount owed to the filer (debtor not shown) | Other | Joint | $500,001 - $1,000,000 |
| Residential Real Estate | Other | Joint | $500,001 - $1,000,000 |
| Residential Real Estate | Other | Joint | $5,000,001 - $25,000,000 |
| Residential Real Estate | Other | Joint | $1,000,001 - $5,000,000 |
How reports are read: holdings methodology.