Congressional stock trades · Member
Angus S. King, Jr.
Senator · ME · Independent
57 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: Senate Committee on Armed Services; Senate Committee on Energy and Natural Resources; Senate Committee on Veterans' Affairs; Senate Select Committee on Intelligence.
| Disclosed | Traded | Days | Owner | Asset | Type | Amount range (as filed) | Source |
|---|---|---|---|---|---|---|---|
| 2026-09-14 | 2026-08-05 | 40 | Spouse | EA - Electronic Arts Inc | Sale (full) | $15,001 - $50,000 | eFD → |
| 2026-03-24 | 2026-02-13 | 39 | Spouse | ADSKAutodesk, Inc. - Common Stock | Sale (full) | $1,001 - $15,000 | eFD → |
| 2026-03-24 | 2026-02-13 | 39 | Spouse | NFLXNetflix, Inc. - Common Stock | Sale (full) | $1,001 - $15,000 | eFD → |
| 2026-03-24 | 2026-02-13 | 39 | Spouse | MSFTMicrosoft Corporation - Common Stock | Sale (full) | $1,001 - $15,000 | eFD → |
| 2026-03-24 | 2026-02-13 | 39 | Spouse | LLYEli Lilly and Company Common Stock | Sale (full) | $1,001 - $15,000 | eFD → |
| 2026-03-24 | 2026-02-13 | 39 | Spouse | BXBlackstone Inc. Common Stock | Sale (full) | $1,001 - $15,000 | eFD → |
| 2026-03-24 | 2026-02-13 | 39 | Spouse | METAMeta Platforms, Inc. - Class A Common Stock | Sale (full) | $1,001 - $15,000 | eFD → |
| 2026-03-24 | 2026-02-13 | 39 | Spouse | ONONOn Holding AG Class A Ordinary Shares | Sale (full) | $1,001 - $15,000 | eFD → |
| 2026-03-24 | 2026-02-13 | 39 | Spouse | UBERUber Technologies, Inc. Common Stock | Sale (full) | $1,001 - $15,000 | eFD → |
| 2026-03-24 | 2026-02-13 | 39 | Spouse | PYPLPayPal Holdings, Inc. - Common Stock | Sale (full) | $1,001 - $15,000 | eFD → |
| 2026-01-26 | 2025-12-29 | 28 | Spouse | HONHoneywell International Inc | Purchase | $1,001 - $15,000 | eFD → |
| 2026-01-26 | 2025-12-29 | 28 | Spouse | CMCSAComcast Corp A | Sale (full) | $1,001 - $15,000 | eFD → |
| 2026-01-26 | 2025-12-29 | 28 | Spouse | LLYEli Lilly and Company | Purchase | $1,001 - $15,000 | eFD → |
| 2025-08-18 | 2025-07-21 | 28 | Spouse | ONONOn Holding AG Class A Ordinary Shares | Purchase | $1,001 - $15,000 | eFD → |
| 2025-08-18 | 2025-07-21 | 28 | Spouse | AMATApplied Materials, Inc. - Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2025-08-18 | 2025-07-21 | 28 | Spouse | TMOThermo Fisher Scientific Inc | Sale (full) | $1,001 - $15,000 | eFD → |
| 2025-08-18 | 2025-07-21 | 28 | Spouse | VRTVertiv Holdings, LLC Class A Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2025-08-18 | 2025-07-21 | 28 | Spouse | GOOGLAlphabet Inc. - Class A Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2025-08-18 | 2025-07-21 | 28 | Spouse | ANETArista Networks Inc | Purchase | $1,001 - $15,000 | eFD → |
| 2025-08-18 | 2025-07-21 | 28 | Spouse | LOWLowe's Companies, Inc. Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2025-08-18 | 2025-07-21 | 28 | Spouse | BXBlackstone Inc | Purchase | $1,001 - $15,000 | eFD → |
| 2025-08-18 | 2025-07-21 | 28 | Spouse | KEXKirby Corp | Purchase | $1,001 - $15,000 | eFD → |
| 2025-08-18 | 2025-07-21 | 28 | Spouse | ADSKAutodesk Inc | Purchase | $1,001 - $15,000 | eFD → |
| 2025-08-18 | 2025-07-21 | 28 | Spouse | XOMExxon Mobil Corp | Purchase | $1,001 - $15,000 | eFD → |
| 2025-08-18 | 2025-07-21 | 28 | Spouse | NFLXNetflix Inc | Purchase | $1,001 - $15,000 | eFD → |
| 2025-08-18 | 2025-07-21 | 28 | Spouse | PYPLPayPal Holdings, Inc. - Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2025-08-18 | 2025-07-21 | 28 | Spouse | UBERUber Technologies Inc | Purchase | $1,001 - $15,000 | eFD → |
| 2025-08-18 | 2025-07-21 | 28 | Spouse | PWRQuanta Services, Inc. Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2025-08-18 | 2025-07-21 | 28 | Spouse | JPMJP Morgan Chase & Company | Purchase | $1,001 - $15,000 | eFD → |
| 2025-08-18 | 2025-07-21 | 28 | Spouse | NVDANvidia Corp | Purchase | $1,001 - $15,000 | eFD → |
| 2025-08-18 | 2025-07-21 | 28 | Spouse | AMDAdvanced Micro Devices, Inc. - Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2025-08-18 | 2025-07-21 | 28 | Spouse | MSFTMicrosoft Corp | Purchase | $1,001 - $15,000 | eFD → |
| 2025-08-18 | 2025-07-21 | 28 | Spouse | METAMeta Platforms Inc | Purchase | $1,001 - $15,000 | eFD → |
| 2025-08-18 | 2025-07-21 | 28 | Spouse | MRVLMarvell Technology Inc | Purchase | $1,001 - $15,000 | eFD → |
| 2025-08-18 | 2025-07-21 | 28 | Spouse | BACBank of America Corp | Purchase | $1,001 - $15,000 | eFD → |
| 2025-08-18 | 2025-07-15 | 34 | Spouse | UNHUnitedhealth Group Inc | Sale (full) | $1,001 - $15,000 | eFD → |
| 2025-08-18 | 2025-07-14 | 35 | Spouse | MAINE ST TURNPIKE AUTH SP BOND Rate/Coupon: 3.00 Matures: 07/01/2026 | Sale (full) | $15,001 - $50,000 | eFD → |
| 2025-08-18 | 2025-07-14 | 35 | Spouse | MAINE ST TURNPIKE AUTH RE REV BOND Rate/Coupon: 4.00 Matures: 07/01/2031 | Sale (full) | $15,001 - $50,000 | eFD → |
| 2024-04-17 | 2024-03-07 | 41 | Spouse | VZVerizon Communications Inc | Purchase | $1,001 - $15,000 | eFD → |
| 2024-01-16 | 2023-12-27 | 20 | Spouse | VZVerizon Communications Inc | Sale (full) | $1,001 - $15,000 | eFD → |
| 2024-01-16 | 2023-12-27 | 20 | Spouse | EAElectronic Arts Inc | Purchase | $1,001 - $15,000 | eFD → |
| 2024-01-02 | 2023-11-10 | 53 ·>45 | Spouse | MAINE STATE HSG AUTH REV Rate/Coupon: 1.95% Matures: 11/15/2023 | Sale (full) | $1,001 - $15,000 | eFD → |
| 2024-01-02 | 2023-11-01 | 62 ·>45 | Spouse | MUNI BOND ORONO ME Rate/Coupon: 3.00% Matures: 11/1/2024 | Sale (full) | $15,001 - $50,000 | eFD → |
| 2023-11-28 | 2023-10-23 | 36 | Spouse | MAINE ST TPK AUTH RE REV BOND Rate/Coupon: 4.0% Matures: 07/01/2031 | Purchase | $15,001 - $50,000 | eFD → |
| 2023-06-20 | 2023-05-19 | 32 | Spouse | MMM3M Company Common Stock | Sale (full) | $1,001 - $15,000 | eFD → |
| 2023-04-13 | 2023-03-20 | 24 | Spouse | USBU.S. Bancorp Common Stock | Sale (full) | $1,001 - $15,000 | eFD → |
| 2023-01-18 | 2022-12-21 | 28 | Spouse | EAElectronic Arts Inc. - Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2023-01-18 | 2022-12-19 | 30 | Spouse | ADBEAdobe Inc. - Common Stock | Sale (full) | $1,001 - $15,000 | eFD → |
| 2021-07-28 | 2021-06-24 | 34 | Spouse | TMOThermo Fisher Scientific Inc. | Purchase | $1,001 - $15,000 | eFD → |
| 2021-07-28 | 2021-06-24 | 34 | Spouse | ADBEAdobe Inc. | Purchase | $1,001 - $15,000 | eFD → |
| 2021-07-28 | 2021-06-10 | 48 ·>45 | Spouse | MAINE ST HSG AUTH REV BOND Rate/Coupon: 1.70% Matures: 11/15/2021 | Sale (full) | $15,001 - $50,000 | eFD → |
| 2020-10-07 | 2020-09-28 | 9 | Spouse | MAINE STATE HSG AUTH REV Rate/Coupon: 2.60% Matures: 11/15/2022 | Sale (full) | $15,001 - $50,000 | eFD → |
| 2020-09-16 | 2020-08-18 | 29 | Spouse | SLBSchlumberger Limited | Sale (full) | $1,001 - $15,000 | eFD → |
| 2020-09-16 | 2020-08-18 | 29 | Spouse | VZVerizon Communications Inc. | Purchase | $1,001 - $15,000 | eFD → |
| 2020-09-16 | 2020-08-18 | 29 | Spouse | COPConocoPhillips | Sale (full) | $1,001 - $15,000 | eFD → |
| 2020-09-16 | 2020-08-18 | 29 | Spouse | XOMExxon Mobil Corporation | Sale (full) | $1,001 - $15,000 | eFD → |
| 2020-04-22 | 2020-03-05 | 48 ·>45 | Spouse | WTRGEssential Utilities, Inc. | Sale (full) | $1,001 - $15,000 | eFD → |
How these are read and published: methodology.
Holdings · annual financial disclosure
Assets listed on the 2025 report.
161 assets with a value on the report filed 2026-05-13, 41 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) |
|---|---|---|---|
| POTTER ST BRUNSWICK | Other | Joint | $1,000,001 - $5,000,000 |
| TD BANK NA AGGREGATE ACCOUNTS | Other | Joint | $15,001 - $50,000 |
| PRUDENTIAL INSURANCE CO WHOLE LIFE POLICY | Other | Member | $15,001 - $50,000 |
| PSF GOV'T MONEY MARKET | Bond | Member | $15,001 - $50,000 |
| MAR-Marriott International, Inc. (NASDAQ) | Stock | Member | $100,001 - $250,000 |
| HSTHost Hotels & Resorts, Inc. (NYSE) | Stock | Member | $1,001 - $15,000 |
| VACMarriott Vacations Worldwide Corp. | Stock | Member | $1,001 - $15,000 |
| CHARLES SCHWAB | Other | Member | $1,001 - $15,000 |
| Invesco QQQ Trust | Fund | Member | $250,001 - $500,000 |
| ILCG - iShares Morningstar Large-Cap Growth ETF | Fund | Member | $250,001 - $500,000 |
| PRUPrudential Financial, Inc. | Stock | Member | $1,001 - $15,000 |
| ProShares Ultra QQQ | Fund | Member | $500,001 - $1,000,000 |
| SNSXX SCHWAB US TREASURY MONEY FUND | Other | Member | None (or less than $1,001) |
| Harbor Capital Appreciation Fund Insti Cl | Fund | Member | $15,001 - $50,000 |
| Vanguard 500 Index Admiral (NASDAQ) | Fund | Member | $5,000,001 - $25,000,000 |
| Vanguard Tax-Exempt Bond ETF | Fund | Member | $15,001 - $50,000 |
| SNVXX-SCHWAB GOV'T MONEY FUND-INVESTOR SHARES | Other | Member | None (or less than $1,001) |
| CHARLES SCHWAB | Other | Member | $1,001 - $15,000 |
| iShares National Muni Bond ETF | Fund | Member | $250,001 - $500,000 |
| CHARLES SCHWAB | Other | Member | $1,001 - $15,000 |
| iShares GNMA Bond ETF | Fund | Member | None (or less than $1,001) |
| Vanguard FTSE Emerging Markets ETF | Fund | Member | $1,001 - $15,000 |
| Guggenheim Macro Opportunities Fund- Institution | Fund | Member | $15,001 - $50,000 |
| SNVXX-SCHWAB GOV'T MONEY FUND-INVESTOR SHARES | Other | Member | None (or less than $1,001) |
| iShares Core S&P Small-Cap ETF | Fund | Member | $15,001 - $50,000 |
| iShares Core U.S. Aggregate Bond ETF | Fund | Member | $15,001 - $50,000 |
| IAU - ishares Gold Trust ETF | Fund | Member | $15,001 - $50,000 |
| Vanguard Intermediate-Term Corporate Bond ETF | Fund | Member | $1,001 - $15,000 |
| RBC Bluebay High Yield Bond Fund Class I | Fund | Member | $15,001 - $50,000 |
| Schwab U.S. REIT ETF | Fund | Member | $1,001 - $15,000 |
| First Trust NASDAQ Clean Edge Green Energy Index F | Fund | Member | None (or less than $1,001) |
| First Trust Low Duration Opportunities ETF | Fund | Member | $1,001 - $15,000 |
| FT Vest Laddered Buffer ETF | Fund | Member | $1,001 - $15,000 |
| Invesco S&P 500 Equal Weight ETF | Fund | Member | $1,001 - $15,000 |
| iShares Biotechnology ETF | Fund | Member | $1,001 - $15,000 |
| iShares Core S&P Mid-Cap ETF | Fund | Member | $1,001 - $15,000 |
| iShares Core S&P 500 ETF | Fund | Member | $15,001 - $50,000 |
| iShares Currency Hedged MSCI EAFE ETF | Fund | Member | $1,001 - $15,000 |
| iShares Intermediate Government/Credit Bond ETF | Fund | Member | $1,001 - $15,000 |
| iShares 1-5 Year Investment Grade Corporate Bond E | Fund | Member | $1,001 - $15,000 |
| iShares 5-10 Year Investment Grade Corporate Bond | Fund | Member | $1,001 - $15,000 |
| Jpmorgan Strategic Income Opportunities Fund I C | Fund | Member | $1,001 - $15,000 |
| Schwab U.S. Large-Cap Growth ETF | Fund | Member | $15,001 - $50,000 |
| Schwab U.S. Large-Cap Value ETF | Fund | Member | $1,001 - $15,000 |
| Vanguard Communication Services ETF | Fund | Member | $1,001 - $15,000 |
| Vanguard Div Appreciation ETF | Fund | Member | $1,001 - $15,000 |
| Vanguard Financials ETF | Fund | Member | $1,001 - $15,000 |
| Vanguard Health Care ETF | Fund | Member | $1,001 - $15,000 |
| Vanguard High Dividend Yield ETF | Fund | Member | $1,001 - $15,000 |
| Vanguard Utilities ETF | Fund | Member | $1,001 - $15,000 |
| iShares MBS ETF | Fund | Member | $1,001 - $15,000 |
| AB Concentrated Growth Advisor (NASDAQ) | Fund | Member | None (or less than $1,001) |
| CHARLES SCHWAB | Other | Member | None (or less than $1,001) |
| ProShares Ultra QQQ | Fund | Member | $250,001 - $500,000 |
| SNSXX SCHWAB US TREASURY MONEY FUND | Other | Member | None (or less than $1,001) |
| Harbor Capital Appreciation Fund Insti Cl | Fund | Member | $100,001 - $250,000 |
| iShares Russell 1000 Growth ETF | Fund | Member | $50,001 - $100,000 |
| ECL-Ecolab Inc. (NYSE) | Stock | Spouse | $15,001 - $50,000 |
| DIS-The Walt Disney Company (NYSE) | Stock | Spouse | $15,001 - $50,000 |
| NKENike, Inc. (NYSE) | Stock | Spouse | $1,001 - $15,000 |
| TJX-The TJX Companies, Inc. (NYSE) | Stock | Spouse | $15,001 - $50,000 |
| KMBKimberly-Clark Corporation (NYSE) | Stock | Spouse | $1,001 - $15,000 |
| MKCMcCormick & Company, Incorporated (NYSE) | Stock | Spouse | $1,001 - $15,000 |
| PEPPepsico, Inc. (NYSE) | Stock | Spouse | $15,001 - $50,000 |
| AXPAmerican Express Company (NYSE) | Stock | Spouse | $15,001 - $50,000 |
| CME-CME Group Inc. (NASDAQ) | Stock | Spouse | $15,001 - $50,000 |
| iShares US Financials | Fund | Spouse | $15,001 - $50,000 |
| GILD-Gilead Sciences Inc. (NASDAQ) | Stock | Spouse | $1,001 - $15,000 |
| JNJJohnson & Johnson (NYSE) | Stock | Spouse | $15,001 - $50,000 |
| WAT-Waters Corporation (NYSE) | Stock | Spouse | $15,001 - $50,000 |
| NSCNorfolk Southern Corporation (NYSE) | Stock | Spouse | None (or less than $1,001) |
| UPSUnited Parcel Service, Inc. (NYSE) | Stock | Spouse | $1,001 - $15,000 |
| AAPL-Apple Inc. (NASDAQ) | Stock | Spouse | $15,001 - $50,000 |
| CSCO-Cisco Systems, Inc. (NASDAQ) | Stock | Spouse | $15,001 - $50,000 |
| ORCL-Oracle Corporation (NYSE) | Stock | Spouse | $1,001 - $15,000 |
| NEENextEra Energy, Inc. (NYSE) | Stock | Spouse | $15,001 - $50,000 |
| EFA-iShares MSCI EAFE | Fund | Spouse | $15,001 - $50,000 |
| MFS International Value A (NASDAQ) | Fund | Spouse | $15,001 - $50,000 |
| Gateway Y (NASDAQ) | Fund | Spouse | $1,001 - $15,000 |
| MAINE MUNI BOND BANK | Bond | Spouse | $15,001 - $50,000 |
| MAINE ST TPK AUTH SP BOND | Bond | Spouse | None (or less than $1,001) |
| UNHUnitedHealth Group Incorporated (NYSE) | Stock | Spouse | None (or less than $1,001) |
| MAINE HEALTH & HIGHER ED REV BOND FINL AUTH | Bond | Spouse | $15,001 - $50,000 |
| MAINE HEALTH & HIGHER ED REV BOND PRIV ED | Bond | Spouse | $15,001 - $50,000 |
| REGIONAL SCHOOL UNIT NO 5 ME | Bond | Spouse | $15,001 - $50,000 |
| MAINE STATE HSG AUTH | Bond | Spouse | None (or less than $1,001) |
| MUNI BOND AUGUSTA ME GO | Bond | Spouse | $1,001 - $15,000 |
| MUNI BOND BIDDEFORD ME | Bond | Spouse | $15,001 - $50,000 |
| MAINE SCHOOL ADMIN GO BOND | Bond | Spouse | $15,001 - $50,000 |
| CHARLES SCHWAB | Other | Spouse | $1,001 - $15,000 |
| AMZNAmazon.com, Inc. | Stock | Spouse | $15,001 - $50,000 |
| CMCSAComcast Corporation | Stock | Spouse | None (or less than $1,001) |
| Vanguard Mid-Cap Index Fund Admiral Shares | Fund | Spouse | $15,001 - $50,000 |
| TMOThermo Fisher Scientific Inc Common Stock | Stock | Spouse | None (or less than $1,001) |
| iShares Floating Rate Bond ETF | Fund | Spouse | $1,001 - $15,000 |
| iShares Convertible Bond ETF | Fund | Spouse | $1,001 - $15,000 |
| Guggenheim Macro Opportunities Fund- Institution | Fund | Spouse | $15,001 - $50,000 |
| Jpmorgan Hedged Equity Fund I Class | Fund | Spouse | $15,001 - $50,000 |
| EAElectronic Arts Inc. - Common Stock | Stock | Spouse | $15,001 - $50,000 |
| SNVXX-SCHWAB GOV'T MONEY FUND-INVESTOR SHARES | Other | Spouse | $15,001 - $50,000 |
| MAINE ST TPK AUTH RE REV BOND | Bond | Spouse | None (or less than $1,001) |
| 91282CFM8 US TREASURY NOTE 4.125% 09/30/2027 | Bond | Spouse | $1,001 - $15,000 |
| 91282CGR6 US TREASURY NOTE 4.625% 03/15/2026 | Bond | Spouse | $1,001 - $15,000 |
| RBC Bluebay High Yield Bond Fund Class I | Fund | Spouse | $15,001 - $50,000 |
| VZVerizon Communications Inc | Stock | Spouse | $1,001 - $15,000 |
| 91282CHX2 US TREASURY NOTE 4.375% 8/31/2028 | Bond | Spouse | $1,001 - $15,000 |
| 91282CFY2 US TREASURY NOTE 3.875% 11/30/2029 | Bond | Spouse | $15,001 - $50,000 |
| 91282CJF9 US TREASURY NOTE 4.875% 10/31/2028 | Bond | Spouse | $15,001 - $50,000 |
| 91282CJW2 US TREASURY NOTE 4.00% 01/31/2029 | Bond | Spouse | $15,001 - $50,000 |
| MSFTMicrosoft Corporation - Common Stock | Stock | Spouse | $1,001 - $15,000 |
| ONONOn Holding AG Class A Ordinary Shares | Stock | Spouse | $1,001 - $15,000 |
| AMDAdvanced Micro Devices, Inc. - Common Stock | Stock | Spouse | $1,001 - $15,000 |
| PYPLPayPal Holdings, Inc. - Common Stock | Stock | Spouse | $1,001 - $15,000 |
| AMATApplied Materials, Inc. - Common Stock | Stock | Spouse | $1,001 - $15,000 |
| BACBank of America Corporation Common Stock | Stock | Spouse | $1,001 - $15,000 |
| LOWLowe's Companies, Inc. Common Stock | Stock | Spouse | $1,001 - $15,000 |
| MRVLMarvell Technology, Inc. - Common Stock | Stock | Spouse | $1,001 - $15,000 |
| METAMeta Platforms, Inc. - Class A Common Stock | Stock | Spouse | $1,001 - $15,000 |
| NFLXNetflix, Inc. - Common Stock | Stock | Spouse | $1,001 - $15,000 |
| GOOGLAlphabet Inc. - Class A Common Stock | Stock | Spouse | $1,001 - $15,000 |
| ADSKAutodesk, Inc. - Common Stock | Stock | Spouse | $1,001 - $15,000 |
| BXBlackstone Inc. Common Stock | Stock | Spouse | $1,001 - $15,000 |
| XOMExxon Mobil Corporation Common Stock | Stock | Spouse | $1,001 - $15,000 |
| JPMJP Morgan Chase & Co. Common Stock | Stock | Spouse | $1,001 - $15,000 |
| PWRQuanta Services, Inc. Common Stock | Stock | Spouse | $1,001 - $15,000 |
| UBERUber Technologies, Inc. Common Stock | Stock | Spouse | $1,001 - $15,000 |
| VRTVertiv Holdings, LLC Class A Common Stock | Stock | Spouse | $1,001 - $15,000 |
| NVDANVIDIA Corporation - Common Stock | Stock | Spouse | $1,001 - $15,000 |
| ANETArista Networks, Inc. Common Stock | Stock | Spouse | $1,001 - $15,000 |
| KEXKirby Corporation Common Stock | Stock | Spouse | $1,001 - $15,000 |
| LLYEli Lilly and Company Common Stock | Stock | Spouse | $1,001 - $15,000 |
| HONHoneywell International Inc. - Common Stock | Stock | Spouse | $1,001 - $15,000 |
| 91282CHQ7 US TREASURY NOTE 4.125% 07/31/2028 | Bond | Spouse | $15,001 - $50,000 |
| 92182CLR0 US TREASURY NOTE 4.125% 10/31/2029 | Bond | Spouse | $15,001 - $50,000 |
| 91282CJT9 US TREASURY NOTE 4.00% 01/15/2027 | Bond | Spouse | $15,001 - $50,000 |
| iShares Core MSCI Emerging Markets ETF | Fund | Spouse | $1,001 - $15,000 |
| IAUiShares Gold Trust Shares | Fund | Spouse | $1,001 - $15,000 |
| iShares Semiconductor ETF | Fund | Spouse | $1,001 - $15,000 |
| iShares Intm Government/Credit Bond | Fund | Spouse | $1,001 - $15,000 |
| iShares Short-Term Corporate Bond ETF | Fund | Spouse | $1,001 - $15,000 |
| iShares Core S&P Small-Cap | Fund | Spouse | $1,001 - $15,000 |
| iShares Core US Aggregate Bond | Fund | Spouse | $1,001 - $15,000 |
| Schwab US Mid-Cap ETF | Fund | Spouse | $1,001 - $15,000 |
| SPYSPDR S&P 500 ETF | Fund | Spouse | $50,001 - $100,000 |
| CHARLES SCHWAB | Other | Spouse | $1,001 - $15,000 |
| Schwab U.S. TIPS ETF | Fund | Spouse | $1,001 - $15,000 |
| Vanguard Dividend Appreciation Index Fund ETF Shar | Fund | Spouse | $1,001 - $15,000 |
| iShares 5-10 Year Investment Grade Corporate Bond | Fund | Spouse | $1,001 - $15,000 |
| Guggenheim Macro Opportunities Fund- Institution | Fund | Spouse | $1,001 - $15,000 |
| Vanguard International Growth Fund Admiral Share | Fund | Spouse | $1,001 - $15,000 |
| RBC Bluebay High Yield Bond Fund Class I | Fund | Spouse | $1,001 - $15,000 |
| Vanguard FTSE Emerging Markets ETF | Fund | Spouse | $1,001 - $15,000 |
| iShares GNMA Bond ETF | Fund | Spouse | None (or less than $1,001) |
| FT Vest Laddered Buffer ETF | Fund | Spouse | None (or less than $1,001) |
| First Trust Low Duration Opportunities ETF | Fund | Spouse | $1,001 - $15,000 |
| iShares MBS ETF | Fund | Spouse | $1,001 - $15,000 |
| Schwab Short-Term U.S. Treasury ETF | Fund | Spouse | $1,001 - $15,000 |
| IAUiShares Gold Trust Shares | Fund | Spouse | $1,001 - $15,000 |
| A WOMAN, A PART LLC | Other | Spouse | $1,001 - $15,000 |
| MAINE PUBLIC EMPLOYEES RETIREMENT SYSTEM | Other | Spouse | Unascertainable |
| LOOP RD COTTAGE | Other | Joint | $1,000,001 - $5,000,000 |
How reports are read: holdings methodology.