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 2024 report.
144 assets with a value on the report filed 2025-05-12, 18 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 | $500,001 - $1,000,000 |
| TD BANK NA AGGREGATE ACCOUNTS | Other | Joint | $1,001 - $15,000 |
| 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 | $100,001 - $250,000 |
| PRUPrudential Financial, Inc. | Stock | Member | $1,001 - $15,000 |
| Jensen Quality Growth Fund Class I | Fund | Member | None (or less than $1,001) |
| 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 Limited-Term Tax-Exempt Fund Admiral Shar | Fund | Member | None (or less than $1,001) |
| Vanguard Tax-Exempt Bond ETF | Fund | Member | $15,001 - $50,000 |
| Vanguard Tax-Exempt Bond Index Fund Admiral Shares | Fund | Member | None (or less than $1,001) |
| SNVXX-SCHWAB GOV'T MONEY FUND-INVESTOR SHARES | Other | Member | $1,001 - $15,000 |
| CHARLES SCHWAB | Other | Member | $1,001 - $15,000 |
| iShares National Muni Bond ETF | Fund | Member | $500,001 - $1,000,000 |
| iShares S&P 500 Value (NYSEArca) | Fund | Member | None (or less than $1,001) |
| IVW-iShares S&P 500 Growth (NYSEArca) | Fund | Member | None (or less than $1,001) |
| iShares S&P Mid-Cap 400 Value (NYSEArca) | Fund | Member | None (or less than $1,001) |
| iShares S&P Mid-Cap 400 Growth (NYSEArca) | Fund | Member | None (or less than $1,001) |
| American Funds Intl Gr and Inc F1 (NASDAQ) | Fund | Member | None (or less than $1,001) |
| JPMorgan Mid Cap Value A (NASDAQ) | Fund | Member | None (or less than $1,001) |
| First Eagle Global A (NASDAQ) | Fund | Member | None (or less than $1,001) |
| CHARLES SCHWAB | Other | Member | $1,001 - $15,000 |
| iShares GNMA Bond ETF | Fund | Member | $1,001 - $15,000 |
| iShares Floating Rate Bond ETF | Fund | Member | None (or less than $1,001) |
| iShares J.P. Morgan USD Emerging Markets Bond ETF | Fund | Member | None (or less than $1,001) |
| iShares Core MSCI EAFE ETF | Fund | Member | None (or less than $1,001) |
| iShares Convertible 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 | $1,001 - $15,000 |
| 912796Y45 US TREASURY BILL 5.28% 06/27/2024 | Bond | 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 | $1,001 - $15,000 |
| Vanguard Intermediate-Term Corporate Bond ETF | Fund | Member | None (or less than $1,001) |
| RBC Bluebay High Yield Bond Fund Class I | Fund | Member | $1,001 - $15,000 |
| Jpmorgan Hedged Equity Fund I Class | Fund | Member | None (or less than $1,001) |
| Schwab U.S. REIT ETF | Fund | Member | $1,001 - $15,000 |
| First Trust NASDAQ Clean Edge Green Energy Index F | Fund | Member | $1,001 - $15,000 |
| 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 | $1,001 - $15,000 |
| 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 | $1,001 - $15,000 |
| 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 |
| AB Concentrated Growth Advisor (NASDAQ) | Fund | Member | $50,001 - $100,000 |
| 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 |
| 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 | $15,001 - $50,000 |
| 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 | $15,001 - $50,000 |
| 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 | $1,001 - $15,000 |
| 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 | None (or less than $1,001) |
| MAINE MUNI BOND BANK | Bond | Spouse | $15,001 - $50,000 |
| MAINE ST TPK AUTH SP BOND | Bond | Spouse | $15,001 - $50,000 |
| UNHUnitedHealth Group Incorporated (NYSE) | Stock | Spouse | $15,001 - $50,000 |
| MUNI BOND ELLSWORTH ME GO | Bond | 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) |
| MAINE STATE HSG AUTH | Bond | Spouse | $15,001 - $50,000 |
| 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 | $1,001 - $15,000 |
| Vanguard Mid-Cap Index Fund Admiral Shares | Fund | Spouse | $15,001 - $50,000 |
| TMOThermo Fisher Scientific Inc Common Stock | Stock | Spouse | $1,001 - $15,000 |
| 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 | $1,001 - $15,000 |
| SNVXX-SCHWAB GOV'T MONEY FUND-INVESTOR SHARES | Other | Spouse | $15,001 - $50,000 |
| MAINE ST TPK AUTH RE REV BOND | Bond | Spouse | $50,001 - $100,000 |
| 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 |
| 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 | $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 | $500,001 - $1,000,000 |
How reports are read: holdings methodology.