Congressional stock trades · Member
Maria Elvira Salazar
Representative · FL-27 · Republican
123 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 5 annual reports are below.
Current committees: House Committee on Financial Services; House Committee on Foreign Affairs.
| Disclosed | Traded | Days | Owner | Asset | Type | Amount range (as filed) | Source |
|---|---|---|---|---|---|---|---|
| 2026-09-09 | 2026-08-24 | 16 | Member | IBMInternational Business Machines Corporation Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2026-09-09 | 2026-08-24 | 16 | Member | IBMInternational Business Machines Corporation Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2026-09-09 | 2026-08-19 | 21 | Member | MRNAModerna, Inc. - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-09-09 | 2026-08-19 | 21 | Member | MRKMerck & Company, Inc. Common Stock | Purchase | $15,001 - $50,000 | Clerk → |
| 2026-09-09 | 2026-08-19 | 21 | Member | CBChubb Limited Common Stock | Sale | $15,001 - $50,000 | Clerk → |
| 2026-09-09 | 2026-08-19 | 21 | Member | MRNAModerna, Inc. - Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2026-09-09 | 2026-08-19 | 21 | Member | QCOMQUALCOMM Incorporated - Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2026-09-09 | 2026-08-19 | 21 | Member | MRKMerck & Company, Inc. Common Stock | Purchase | $15,001 - $50,000 | Clerk → |
| 2026-09-09 | 2026-08-12 | 28 | Member | SPCXSpace Exploration Technologies Corp. - Class A Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-09-09 | 2026-08-12 | 28 | Member | QCOMQUALCOMM Incorporated - Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2026-09-09 | 2026-08-12 | 28 | Member | SPCXSpace Exploration Technologies Corp. - Class A Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-09-09 | 2026-08-07 | 33 | Member | BRK.BBerkshire Hathaway Inc. New Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-08-07 | 2026-07-28 | 10 | Member | CARRCarrier Global Corporation Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2026-08-07 | 2026-07-28 | 10 | Member | CARRCarrier Global Corporation Common Stock | Sale | $15,001 - $50,000 | Clerk → |
| 2026-08-07 | 2026-07-28 | 10 | Member | BRK.BBerkshire Hathaway Inc. New Common Stock | Purchase | $15,001 - $50,000 | Clerk → |
| 2026-08-07 | 2026-07-28 | 10 | Member | BRK.BBerkshire Hathaway Inc. New Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-08-07 | 2026-07-01 | 37 | Member | CBChubb Limited Common Stock | Purchase | $15,001 - $50,000 | Clerk → |
| 2026-08-07 | 2026-07-01 | 37 | Member | CBChubb Limited Common Stock | Purchase | $15,001 - $50,000 | Clerk → |
| 2026-07-07 | 2026-06-15 | 22 | Member | VOYGVoyager Technologies, Inc. Class A Common Stock | Purchase | $15,001 - $50,000 | Clerk → |
| 2026-07-07 | 2026-06-04 | 33 | Member | BEPBrookfield Renewable Partners L.P. Limited Partnership Units | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-07-07 | 2026-06-04 | 33 | Member | BEPBrookfield Renewable Partners L.P. Limited Partnership Units | Purchase | $15,001 - $50,000 | Clerk → |
| 2026-07-07 | 2026-06-04 | 33 | Member | UNHUnitedHealth Group Incorporated Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2026-07-07 | 2026-06-03 | 34 | Member | BEPBrookfield Renewable Partners L.P. Limited Partnership Units | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-07-07 | 2026-06-03 | 34 | Member | BEPBrookfield Renewable Partners L.P. Limited Partnership Units | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-07-07 | 2026-06-02 | 35 | Member | BEPBrookfield Renewable Partners L.P. Limited Partnership Units | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-07-07 | 2026-06-02 | 35 | Member | BEPBrookfield Renewable Partners L.P. Limited Partnership Units | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-07-07 | 2026-06-02 | 35 | Member | BIIBBiogen Inc. - Common Stock | Sale | $15,001 - $50,000 | Clerk → |
| 2026-07-07 | 2026-06-02 | 35 | Member | CRMSalesforce, Inc. Common Stock | Purchase | $15,001 - $50,000 | Clerk → |
| 2026-06-08 | 2026-05-29 | 10 | Member | BEPBrookfield Renewable Partners L.P. Limited Partnership Units | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-06-08 | 2026-05-21 | 18 | Member | IBMInternational Business Machines Corporation Common Stock | Purchase | $15,001 - $50,000 | Clerk → |
| 2026-06-08 | 2026-05-21 | 18 | Member | IBMInternational Business Machines Corporation Common Stock | Purchase | $15,001 - $50,000 | Clerk → |
| 2026-06-08 | 2026-05-19 | 20 | Member | DDOGDatadog, Inc. - Class A Common Stock | Purchase | $15,001 - $50,000 | Clerk → |
| 2026-06-08 | 2026-05-19 | 20 | Member | DDOGDatadog, Inc. - Class A Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-06-08 | 2026-05-13 | 26 | Member | QCOMQUALCOMM Incorporated - Common Stock | Purchase | $15,001 - $50,000 | Clerk → |
| 2026-06-08 | 2026-05-13 | 26 | Member | QCOMQUALCOMM Incorporated - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-06-08 | 2026-05-12 | 27 | Member | BIIBBiogen Inc. - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-06-08 | 2026-05-12 | 27 | Member | SHWSherwin-Williams Company | Sale | $1,001 - $15,000 | Clerk → |
| 2026-06-08 | 2026-05-12 | 27 | Member | SHWSherwin-Williams Company | Sale | $1,001 - $15,000 | Clerk → |
| 2026-06-08 | 2026-05-11 | 28 | Member | WHRWhirlpool Corporation Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2026-06-08 | 2026-05-11 | 28 | Member | BIIBBiogen Inc. - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-06-08 | 2026-05-11 | 28 | Member | BIIBBiogen Inc. - Common Stock | Purchase | $50,001 - $100,000 | Clerk → |
| 2026-06-08 | 2026-05-11 | 28 | Member | WHRWhirlpool Corporation Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2026-05-08 | 2026-05-01 | 7 | Member | CARRCarrier Global Corporation Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-05-08 | 2026-05-01 | 7 | Member | CARRCarrier Global Corporation Common Stock | Purchase | $15,001 - $50,000 | Clerk → |
| 2026-05-08 | 2026-04-24 | 14 | Member | URIUnited Rentals, Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-05-08 | 2026-04-22 | 16 | Member | UNHUnitedHealth Group Incorporated Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-05-08 | 2026-04-22 | 16 | Member | UNHUnitedHealth Group Incorporated Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-05-08 | 2026-04-20 | 18 | Member | SHWSherwin-Williams Company | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-05-08 | 2026-04-20 | 18 | Member | SHWSherwin-Williams Company | Purchase | $15,001 - $50,000 | Clerk → |
| 2026-05-08 | 2026-04-17 | 21 | Member | MSFTMicrosoft Corporation - Common Stock | Purchase | $15,001 - $50,000 | Clerk → |
| 2026-05-08 | 2026-04-17 | 21 | Member | AMGNAmgen Inc. - Common Stock | Sale | $15,001 - $50,000 | Clerk → |
| 2026-05-08 | 2026-04-14 | 24 | Member | VOYGVoyager Technologies, Inc. Class A Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-05-08 | 2026-04-06 | 32 | Member | CRMSalesforce, Inc. Common Stock | Purchase | $15,001 - $50,000 | Clerk → |
| 2026-05-08 | 2026-04-06 | 32 | Member | MRVLMarvell Technology, Inc. - Common Stock | Purchase | $15,001 - $50,000 | Clerk → |
| 2026-04-21 | 2026-03-25 | 27 | Member | URIUnited Rentals, Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-04-21 | 2026-03-25 | 27 | Member | FDXFedEx Corporation Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-04-21 | 2026-03-24 | 28 | Member | HONHoneywell International Inc. | Purchase | $15,001 - $50,000 | Clerk → |
| 2026-04-21 | 2026-03-24 | 28 | Member | GE Aerospace Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-04-21 | 2026-03-24 | 28 | Member | AMGNAmgen Inc. - Common Stock | Purchase | $15,001 - $50,000 | Clerk → |
| 2026-04-21 | 2026-03-19 | 33 | Member | GLWCorning Incorporated Common Stock | Purchase | $15,001 - $50,000 | Clerk → |
| 2026-04-21 | 2026-03-19 | 33 | Member | WHRWhirlpool Corporation Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-04-21 | 2026-03-19 | 33 | Member | GLWCorning Incorporated Common Stock | Purchase | $15,001 - $50,000 | Clerk → |
| 2026-04-21 | 2026-03-19 | 33 | Member | CSCOCisco Systems, Inc. - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-04-21 | 2026-03-19 | 33 | Member | RHRH Common Stock | Purchase | $15,001 - $50,000 | Clerk → |
| 2026-04-21 | 2026-03-19 | 33 | Member | PTONPeloton Interactive, Inc. - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-04-21 | 2026-03-19 | 33 | Member | VGVenture Global, Inc. Class A common stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-04-21 | 2026-03-19 | 33 | Member | CCitigroup, Inc. Common Stock | Purchase | $15,001 - $50,000 | Clerk → |
| 2026-04-21 | 2026-03-19 | 33 | Member | RHRH Common Stock | Purchase | $15,001 - $50,000 | Clerk → |
| 2026-04-21 | 2026-03-19 | 33 | Member | NVRNVR, Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-04-21 | 2026-03-19 | 33 | Member | GSGoldman Sachs Group, Inc. | Purchase | $15,001 - $50,000 | Clerk → |
| 2026-04-21 | 2026-03-19 | 33 | Member | CCitigroup, Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-04-21 | 2026-03-19 | 33 | Member | ULTAUlta Beauty, Inc. - Common Stock | Purchase | $15,001 - $50,000 | Clerk → |
| 2026-04-21 | 2026-03-19 | 33 | Member | BABoeing Company | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-04-21 | 2026-03-19 | 33 | Member | CSCOCisco Systems, Inc. - Common Stock | Purchase | $15,001 - $50,000 | Clerk → |
| 2026-04-21 | 2026-03-19 | 33 | Member | PTONPeloton Interactive, Inc. - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-04-21 | 2026-03-19 | 33 | Member | BABoeing Company | Purchase | $15,001 - $50,000 | Clerk → |
| 2026-04-21 | 2026-03-19 | 33 | Member | WHRWhirlpool Corporation Common Stock | Purchase | $15,001 - $50,000 | Clerk → |
| 2026-04-21 | 2026-03-19 | 33 | Member | FDXFedEx Corporation Common Stock | Purchase | $15,001 - $50,000 | Clerk → |
| 2026-04-21 | 2026-03-19 | 33 | Member | GSGoldman Sachs Group, Inc. | Purchase | $15,001 - $50,000 | Clerk → |
| 2024-11-11 | 2024-10-31 | 11 | Spouse | ARAntero Resources Corporation Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-11-11 | 2024-10-25 | 17 | Spouse | CWENClearway Energy, Inc. Class C Common Stock | Sale | $15,001 - $50,000 | Clerk → |
| 2024-11-11 | 2024-10-25 | 17 | Spouse | OXYOccidental Petroleum Corporation Common Stock | Purchase | $15,001 - $50,000 | Clerk → |
| 2024-09-11 | 2024-08-02 | 40 | Spouse | ARAntero Resources Corporation Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-06-10 | 2024-05-01 | 40 | Spouse | NFENew Fortress Energy Inc. - Class A Common Stock | Sale | $15,001 - $50,000 | Clerk → |
| 2024-06-10 | 2024-05-01 | 40 | Spouse | DTMDT Midstream, Inc. Common Stock | Purchase | $15,001 - $50,000 | Clerk → |
| 2024-05-08 | 2024-04-26 | 12 | Spouse | CWENClearway Energy, Inc. Class C Common Stock | Purchase | $15,001 - $50,000 | Clerk → |
| 2024-05-08 | 2024-04-08 | 30 | Spouse | Civitas Resources, Inc. Common Stock | Sale | $15,001 - $50,000 | Clerk → |
| 2024-03-10 | 2024-02-29 | 10 | Spouse | UNITED STATE TREASURY BILL | Purchase | $500,001 - $1,000,000 | Clerk → |
| 2024-03-10 | 2024-02-15 | 24 | Spouse | UNITED STATES TREASURY BILL | Purchase | $500,001 - $1,000,000 | Clerk → |
| 2024-02-08 | 2024-01-02 | 37 | Spouse | US TREASURY BILL | Purchase | $500,001 - $1,000,000 | Clerk → |
| 2024-01-12 | 2023-12-14 | 29 | Spouse | UNITED STATES TREASURY BILL | Purchase | $500,001 - $1,000,000 | Clerk → |
| 2024-01-12 | 2023-12-13 | 30 | Member | OrthoFX Investor II LLC | Purchase | $15,001 - $50,000 | Clerk → |
| 2023-11-08 | 2023-10-26 | 13 | Spouse | US Treasury Bill | Purchase | $500,001 - $1,000,000 | Clerk → |
| 2023-11-08 | 2023-10-24 | 15 | Spouse | NFENew Fortress Energy Inc. - Class A | Purchase | $15,001 - $50,000 | Clerk → |
| 2023-11-08 | 2023-10-24 | 15 | Spouse | NextEra Energy Partners, LP Common Units representing limited partner interests | Sale | $15,001 - $50,000 | Clerk → |
| 2023-10-04 | 2023-09-07 | 27 | Spouse | UNITED STATES TREASURY BILL | Purchase | $500,001 - $1,000,000 | Clerk → |
| 2023-10-04 | 2023-09-07 | 27 | Spouse | UNITED STATES TREASURY BILL | Purchase | $500,001 - $1,000,000 | Clerk → |
| 2023-06-13 | 2023-05-16 | 28 | Spouse | LNGCheniere Energy, Inc. | Sale | $50,001 - $100,000 | Clerk → |
| 2023-06-13 | 2023-05-16 | 28 | Spouse | OKEONEOK, Inc. | Sale | $15,001 - $50,000 | Clerk → |
| 2023-05-31 | 2023-04-13 | 48 ·>45 | Member | iShares Dow Jones U.S. ETF | Sale | $1,001 - $15,000 | Clerk → |
| 2023-05-31 | 2023-04-13 | 48 ·>45 | Member | Invesco S&P 500 Equal Weight ETF | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-05-31 | 2023-04-13 | 48 ·>45 | Member | iShares Russell 1000 Value ETF | Sale | $1,001 - $15,000 | Clerk → |
| 2023-05-31 | 2023-04-13 | 48 ·>45 | Spouse | NextEra Energy Partners, LP Common Units representing limited partner interests | Sale | $1,001 - $15,000 | Clerk → |
| 2023-05-31 | 2023-04-13 | 48 ·>45 | Member | iShares Russell 1000 Value ETF | Sale | $1,001 - $15,000 | Clerk → |
| 2023-04-25 | 2023-03-13 | 43 | Spouse | ETEnergy Transfer LP Common Units | Purchase | $15,001 - $50,000 | Clerk → |
| 2023-04-25 | 2023-03-13 | 43 | Spouse | ETEnergy Transfer LP Common Units | Purchase | $100,001 - $250,000 | Clerk → |
| 2023-04-25 | 2023-03-13 | 43 | Spouse | Civitas Resources, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-04-25 | 2023-03-13 | 43 | Spouse | ETEnergy Transfer LP Common Units | Purchase | $50,001 - $100,000 | Clerk → |
| 2023-04-25 | 2023-03-13 | 43 | Spouse | TYGTortoise Energy Infrastructure Corporation | Sale | $100,001 - $250,000 | Clerk → |
| 2023-04-25 | 2023-03-13 | 43 | Spouse | TYGTortoise Energy Infrastructure Corporation | Sale | $15,001 - $50,000 | Clerk → |
| 2023-04-25 | 2023-03-13 | 43 | Spouse | TYGTortoise Energy Infrastructure Corporation | Sale | $50,001 - $100,000 | Clerk → |
| 2023-03-20 | 2023-02-27 | 21 | Member | U.S. TREASURY BILL ZERO% | Purchase | $15,001 - $50,000 | Clerk → |
| 2023-03-20 | 2023-02-20 | 28 | Member | Cano Health, Inc. Class A | Exchange | $15,001 - $50,000 | Clerk → |
| 2023-03-20 | 2023-02-16 | 32 | Member | U.S. TREASURY BILL ZERO% | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-02-15 | 2023-01-28 | 18 | Member | Storm Shield of Miami, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-02-15 | 2023-01-27 | 19 | Member | U.S. TREASURY BILL ZERO% | Purchase | $15,001 - $50,000 | Clerk → |
| 2023-02-15 | 2023-01-19 | 27 | Member | U.S. TREASURY BILL ZERO% | Sale | $15,001 - $50,000 | Clerk → |
| 2023-01-15 | 2022-12-22 | 24 | Member | U.S. TREASURY BILL ZERO% | Purchase | $15,001 - $50,000 | Clerk → |
| 2023-01-15 | 2022-12-15 | 31 | Member | U.S. TREASURY BILL ZERO% | Sale | $15,001 - $50,000 | Clerk → |
| 2022-12-15 | 2022-11-15 | 30 | Member | U.S. TREASURY BILL ZERO% | Purchase | $15,001 - $50,000 | Clerk → |
| 2022-10-14 | 2022-09-22 | 22 | Member | U.S. TREASURY BILL ZERO% | Purchase | $50,001 - $100,000 | Clerk → |
| 2022-07-22 | 2022-06-21 | 31 | Member | 7 Heaven for Kids, LLC f/k/a 7 Heaven for Kids PPEC, LLC | Sale | $100,001 - $250,000 | Clerk → |
| 2022-06-10 | 2022-02-14 | 116 ·>45 | Member | Cano Health, Inc. Class A | Exchange | $250,001 - $500,000 | Clerk → |
How these are read and published: methodology.
Holdings · annual financial disclosure
Assets listed on the 2021 report.
63 assets with a value on the report filed 2022-06-13, 4 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) |
|---|---|---|---|
| BLKRK 75% EQUITY PORT A | Fund | Member | $100,001 - $250,000 |
| BLKRK GLBL ALLOCTN PRT A | Fund | Member | $50,001 - $100,000 |
| Cano Health, Inc. Class B (Non-Publicly Traded) Shares | Other | Member | None |
| Cash | Other | Member | $15,001 - $50,000 |
| Google, Inc. | Other | Member | Undetermined |
| Bank of America, NA RASP | Other | Member | $1,001 - $15,000 |
| AB Large Cap Growth Fund | Fund | Member | $15,001 - $50,000 |
| AB Limited Duration High | Fund | Member | $1,001 - $15,000 |
| AB Sustainable Global Thematic ADV | Fund | Member | $1,001 - $15,000 |
| Allspring Municipal Bond Fund | Fund | Member | $15,001 - $50,000 |
| American Investment Co. of America Fund | Fund | Member | $15,001 - $50,000 |
| Bank of America, NA RASP | Other | Member | $15,001 - $50,000 |
| Clearbridge Large Cap Growth Fund | Fund | Member | $1,001 - $15,000 |
| Cullen High Dividend Equity Fund | Fund | Member | $15,001 - $50,000 |
| Fidelity ADV Emerging Asia Fund | Fund | Member | $1,001 - $15,000 |
| Fidelity ADV Municipal Income Fund | Fund | Member | $15,001 - $50,000 |
| Hartford Schroders US Small Cap Opps Fund | Fund | Member | $1,001 - $15,000 |
| Invesco European Growth Fund | Fund | Member | $1,001 - $15,000 |
| Invesco S&P 500 Equal Weight ETF | Fund | Member | $15,001 - $50,000 |
| iShares DowJones US Financial Services ETF | Fund | Member | $15,001 - $50,000 |
| iShares Inc MSCI Emerging Markets Ex China ETF | Fund | Member | $1,001 - $15,000 |
| iShares MSCI Japan ETF | Fund | Member | $1,001 - $15,000 |
| iShares Russell 1000 ETF | Fund | Member | $1,001 - $15,000 |
| iShares Russell 2000 Growth ETF | Fund | Member | $1,001 - $15,000 |
| iShares Russell 2000 Value ETF | Fund | Member | $1,001 - $15,000 |
| iShares Russell Midcap ETF | Fund | Member | $1,001 - $15,000 |
| iShares TIPS Bond ETF | Fund | Member | $15,001 - $50,000 |
| JP Morgan Emerging Markets Equity Fund | Fund | Member | $1,001 - $15,000 |
| JP Morgan Strategic Income Opportunity Fund | Fund | Member | $1,001 - $15,000 |
| Loomis Sayles Growth Fund | Fund | Member | $1,001 - $15,000 |
| Loomis Sayles Strategic Income Fund | Fund | Member | $1,001 - $15,000 |
| Lord Abbett Floating Rate Fund | Fund | Member | $1,001 - $15,000 |
| Lord Abbett High Yield Fund | Fund | Member | $1,001 - $15,000 |
| Lord Abbett Intermediate Tax-Free Fund | Fund | Member | $15,001 - $50,000 |
| MainStay MacKay High Yield Municipal Bond Fund | Fund | Member | $1,001 - $15,000 |
| MainStay MacKay Short Term Municipal Fund | Fund | Member | $1,001 - $15,000 |
| MFS Emerging Markets Debt Fund | Fund | Member | $1,001 - $15,000 |
| MFS Muni Income FD | Fund | Member | $15,001 - $50,000 |
| MFS Value Fund | Fund | Member | $15,001 - $50,000 |
| Mirova Global Sustainable Equity Fund | Fund | Member | $1,001 - $15,000 |
| Pioneer AMT Free Municipal Fund | Fund | Member | $15,001 - $50,000 |
| Principal Spectrum PRFRD & Captl Inc. Fund | Fund | Member | $15,001 - $50,000 |
| T Rowe Price European | Fund | Member | $1,001 - $15,000 |
| T Rowe Price Japan Fund | Fund | Member | $1,001 - $15,000 |
| Vanguard Small Cap Growth ETF | Fund | Member | None |
| Wells Fargo Municipal Bond Fund | Fund | Member | None |
| Merrill Non-Retirement Investment Account | Fund | Member | $50,001 - $100,000 |
| Merrill/Bank of America Personal Accounts | Other | Member | $50,001 - $100,000 |
| 7 Heaven for Kids PPEC, LLC, 20% Interest | Other | Member | $15,001 - $50,000 |
| Miracle TV, Inc., 100% Interest | Other | Member | $500,001 - $1,000,000 |
| NLYAnnaly Capital Management Inc | Stock | Member | $1 - $1,000 |
| DBRGDigitalBridge Group, Inc. | Stock | Member | $1,001 - $15,000 |
| Morgan Stanley Private Bank NA | Other | Member | $1,001 - $15,000 |
| OBEObsidian Energy Ltd. | Stock | Member | $1 - $1,000 |
| PHKPIMCO High Income Fund | Fund | Member | $1 - $1,000 |
| Primary Care (ITC) Holdings, LLC | Other | Member | None |
| Principal Global Investors Bond Market Index Account | Fund | Member | $50,001 - $100,000 |
| Principal Global Investors International Equity Index Fund | Fund | Member | $15,001 - $50,000 |
| Principal Global Investors Large Cap S&P 500 Index Account | Fund | Member | $100,001 - $250,000 |
| Principal Global Investors Mid Cap S&P 400 Index Fund | Fund | Member | $1,001 - $15,000 |
| Principal Global Investors Small Cap S&P 600 Index Fund | Fund | Member | $1,001 - $15,000 |
| PRUPrudential Financial, Inc. | Stock | Member | $1,001 - $15,000 |
| Regions Lifegreen Checking | Other | Member | $15,001 - $50,000 |
How reports are read: holdings methodology.