Congressional stock trades · Member
Lloyd Doggett
Representative · TX-37 · Democrat
145 published transactions from periodic transaction reports since 2020, shown as filed. Amounts are the ranges on the form. Each row links to its filing. Holdings from 10 annual reports are below.
Current committees: House Committee on the Budget; House Committee on Ways and Means; Joint Committee on Taxation.
| Disclosed | Traded | Days | Owner | Asset | Type | Amount range (as filed) | Source |
|---|---|---|---|---|---|---|---|
| 2026-09-08 | 2026-08-17 | 22 | Member | PGProcter & Gamble Company | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-08-05 | 2026-07-01 | 35 | Member | KOCoca-Cola Company | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-07-06 | 2026-06-18 | 18 | Member | HDHome Depot, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-07-06 | 2026-06-12 | 24 | Member | PPGPPG Industries, Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-07-06 | 2026-06-10 | 26 | Member | IBMInternational Business Machines Corporation Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-07-06 | 2026-06-09 | 27 | Member | JNJJohnson & Johnson Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-06-04 | 2026-05-15 | 20 | Member | PGProcter & Gamble Company | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-05-06 | 2026-04-01 | 35 | Member | KOCoca-Cola Company | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-04-06 | 2026-03-26 | 11 | Member | HDHome Depot, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-04-06 | 2026-03-12 | 25 | Member | PPGPPG Industries, Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-04-06 | 2026-03-10 | 27 | Member | JNJJohnson & Johnson Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-04-06 | 2026-03-10 | 27 | Member | IBMInternational Business Machines Corporation Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-03-05 | 2026-02-17 | 16 | Member | PGProcter & Gamble Company | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-01-02 | 2025-12-18 | 15 | Member | HDHome Depot, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-01-02 | 2025-12-15 | 18 | Member | KOCoca-Cola Company | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-01-02 | 2025-12-12 | 21 | Member | IBMInternational Business Machines Corporation Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-01-02 | 2025-12-12 | 21 | Member | PPGPPG Industries, Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-01-02 | 2025-12-09 | 24 | Member | JNJJohnson & Johnson Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-04 | 2025-07-01 | 34 | Member | KOCoca-Cola Company | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-07-07 | 2025-06-18 | 19 | Member | HDHome Depot, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-07-07 | 2025-06-12 | 25 | Member | PPGPPG Industries, Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-07-07 | 2025-06-10 | 27 | Member | IBMInternational Business Machines Corporation Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-07-07 | 2025-06-10 | 27 | Member | JNJJohnson & Johnson Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-06-04 | 2025-05-15 | 20 | Member | PGProcter & Gamble Company | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-05-05 | 2025-04-01 | 34 | Member | KOCoca-Cola Company | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-04-07 | 2025-03-27 | 11 | Member | HDHome Depot, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-04-07 | 2025-03-12 | 26 | Member | PPGPPG Industries, Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-04-07 | 2025-03-10 | 28 | Member | IBMInternational Business Machines Corporation Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-04-07 | 2025-03-04 | 34 | Member | JNJJohnson & Johnson Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-03-10 | 2025-02-18 | 20 | Member | PGProcter & Gamble Company | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-01-08 | 2024-12-16 | 23 | Member | KOCoca-Cola Company | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-01-08 | 2024-12-12 | 27 | Member | PPGPPG Industries, Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-01-08 | 2024-12-12 | 27 | Member | HDHome Depot, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-01-08 | 2024-12-10 | 29 | Member | JNJJohnson & Johnson Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-01-08 | 2024-12-10 | 29 | Member | IBMInternational Business Machines Corporation Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-12-04 | 2024-11-15 | 19 | Member | PGProcter & Gamble Company | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-11-05 | 2024-10-01 | 35 | Member | KOCoca-Cola Company | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-10-10 | 2024-09-12 | 28 | Member | HDHome Depot, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-10-10 | 2024-09-12 | 28 | Member | PPGPPG Industries, Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-10-10 | 2024-09-10 | 30 | Member | IBMInternational Business Machines Corporation Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-10-10 | 2024-09-10 | 30 | Member | JNJJohnson & Johnson Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-09-09 | 2024-08-15 | 25 | Member | PGProcter & Gamble Company | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-08-05 | 2024-07-01 | 35 | Member | KOCoca-Cola Company | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-07-03 | 2024-06-13 | 20 | Member | HDHome Depot, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-07-03 | 2024-06-12 | 21 | Member | PPGPPG Industries, Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-07-03 | 2024-06-10 | 23 | Member | IBMInternational Business Machines Corporation Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-07-03 | 2024-06-04 | 29 | Member | JNJJohnson & Johnson Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-06-05 | 2024-05-15 | 21 | Member | PGProcter & Gamble Company | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-05-06 | 2024-04-01 | 35 | Member | KOCoca-Cola Company | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-04-09 | 2024-03-21 | 19 | Member | HDHome Depot, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-04-09 | 2024-03-12 | 28 | Member | PPGPPG Industries, Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-04-09 | 2024-03-11 | 29 | Member | IBMInternational Business Machines Corporation Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-04-09 | 2024-03-05 | 35 | Member | JNJJohnson & Johnson Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-03-05 | 2024-02-15 | 19 | Member | PGProcter & Gamble Company | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-01-08 | 2023-12-15 | 24 | Member | KOCoca-Cola Company | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-01-08 | 2023-12-14 | 25 | Member | HDHome Depot, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-01-08 | 2023-12-12 | 27 | Member | PPGPPG Industries, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-01-08 | 2023-12-11 | 28 | Member | IBMInternational Business Machines Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-01-08 | 2023-12-05 | 34 | Member | JNJJohnson & Johnson | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-12-18 | 2023-11-15 | 33 | Member | PGProcter & Gamble Company | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-11-06 | 2023-10-02 | 35 | Member | KOCoca-Cola Company | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-10-05 | 2023-09-14 | 21 | Member | HDHome Depot, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-10-05 | 2023-09-12 | 23 | Member | PPGPPG Industries, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-10-05 | 2023-09-11 | 24 | Member | IBMInternational Business Machines Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-10-05 | 2023-09-07 | 28 | Member | JNJJohnson & Johnson | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-09-08 | 2023-08-16 | 23 | Member | PGProcter & Gamble Company | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-08-07 | 2023-07-03 | 35 | Member | KOCoca-Cola Company | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-07-10 | 2023-06-16 | 24 | Member | HDHome Depot, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-07-10 | 2023-06-13 | 27 | Member | IBMInternational Business Machines Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-07-10 | 2023-06-13 | 27 | Member | PPGPPG Industries, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-07-10 | 2023-06-07 | 33 | Member | JNJJohnson & Johnson | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-06-07 | 2023-05-16 | 22 | Member | PGProcter & Gamble Company | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-05-04 | 2023-04-04 | 30 | Member | KOCoca-Cola Company | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-04-10 | 2023-03-24 | 17 | Member | HDHome Depot, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-04-10 | 2023-03-13 | 28 | Member | IBMInternational Business Machines Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-04-10 | 2023-03-13 | 28 | Member | PPGPPG Industries, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-04-10 | 2023-03-08 | 33 | Member | JNJJohnson & Johnson | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-03-06 | 2023-02-16 | 18 | Member | PGProcter & Gamble Company | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-01-05 | 2022-12-16 | 20 | Member | HDHome Depot, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-01-05 | 2022-12-16 | 20 | Member | KOCoca-Cola Company | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-01-05 | 2022-12-13 | 23 | Member | PPGPPG Industries, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-01-05 | 2022-12-13 | 23 | Member | IBMInternational Business Machines Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-01-05 | 2022-12-07 | 29 | Member | JNJJohnson & Johnson | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-12-06 | 2022-11-16 | 20 | Member | PGProcter & Gamble Company | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-11-01 | 2022-10-03 | 29 | Member | KOCoca-Cola Company | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-11-01 | 2022-09-15 | 47 ·>45 | Member | HDHome Depot, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-11-01 | 2022-09-12 | 50 ·>45 | Member | PPGPPG Industries, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-11-01 | 2022-09-12 | 50 ·>45 | Member | IBMInternational Business Machines Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-11-01 | 2022-09-06 | 56 ·>45 | Member | JNJJohnson & Johnson | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-09-06 | 2022-08-16 | 21 | Member | PGProcter & Gamble Company | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-08-05 | 2022-07-01 | 35 | Member | KOCoca-Cola Company | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-07-11 | 2022-06-17 | 24 | Member | HDHome Depot, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-07-11 | 2022-06-10 | 31 | Member | IBMInternational Business Machines Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-07-11 | 2022-06-10 | 31 | Member | PPGPPG Industries, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-07-11 | 2022-06-07 | 34 | Member | JNJJohnson & Johnson | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-06-06 | 2022-05-16 | 21 | Member | PGProcter & Gamble Company | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-05-09 | 2022-04-01 | 38 | Member | KOCoca-Cola Company | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-04-08 | 2022-03-24 | 15 | Member | HDHome Depot, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-04-08 | 2022-03-11 | 28 | Member | PPGPPG Industries, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-04-08 | 2022-03-10 | 29 | Member | IBMInternational Business Machines Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-03-07 | 2022-02-16 | 19 | Member | PGProcter & gamble Company | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-01-10 | 2021-12-16 | 25 | Member | HDHome Depot, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-01-10 | 2021-12-15 | 26 | Member | KOCoca-Cola Company | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-01-10 | 2021-12-10 | 31 | Member | PPGPPG Industries, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-01-10 | 2021-12-10 | 31 | Member | IBMInternational Business Machines Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-12-06 | 2021-11-16 | 20 | Member | PGProcter & gamble Company | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-11-18 | 2021-10-04 | 45 | Member | KOCoca-Cola Company | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-10-07 | 2021-09-17 | 20 | Member | HDHome Depot, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-10-07 | 2021-09-13 | 24 | Member | IBMInternational Business Machines Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-10-07 | 2021-09-13 | 24 | Member | PPGPPG Industries, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-09-07 | 2021-08-17 | 21 | Member | PGProcter & gamble Company | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-08-13 | 2021-07-02 | 42 | Member | KOCoca-Cola Company | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-07-06 | 2021-06-18 | 18 | Member | HDHome Depot, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-07-06 | 2021-06-14 | 22 | Member | PPGPPG Industries, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-07-06 | 2021-06-11 | 25 | Member | IBMInternational Business Machines Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-06-30 | 2021-05-18 | 43 | Member | PGProcter & gamble Company | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-05-06 | 2021-04-05 | 31 | Member | KOCoca-Cola Company | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-04-07 | 2021-03-26 | 12 | Member | HDHome Depot, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-04-07 | 2021-03-15 | 23 | Member | PPGPPG Industries, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-04-07 | 2021-03-11 | 27 | Member | IBMInternational Business Machines Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-03-08 | 2021-02-17 | 19 | Member | PGProcter & gamble Company | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-01-06 | 2020-12-18 | 19 | Member | HDHome Depot, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-01-06 | 2020-12-16 | 21 | Member | KOCoca-Cola Company | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-01-06 | 2020-12-14 | 23 | Member | PPGPPG Industries, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-01-06 | 2020-12-11 | 26 | Member | IBMInternational Business Machines Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-12-07 | 2020-11-17 | 20 | Member | PGProcter & gamble Company | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-11-06 | 2020-10-02 | 35 | Member | KOCoca-Cola Company | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-10-16 | 2020-09-18 | 28 | Member | HDHome Depot, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-10-16 | 2020-09-14 | 32 | Member | PPGPPG Industries, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-10-16 | 2020-09-11 | 35 | Member | IBMInternational Business Machines Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-09-08 | 2020-08-17 | 22 | Member | PGProcter & gamble Company | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-08-05 | 2020-07-02 | 34 | Member | KOCoca-Cola Company | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-07-06 | 2020-06-19 | 17 | Member | HDHome Depot, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-07-06 | 2020-06-15 | 21 | Member | PPGPPG Industries, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-07-06 | 2020-06-11 | 25 | Member | IBMInternational Business Machines Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-06-03 | 2020-05-15 | 19 | Member | PGProcter & gamble Company | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-04-09 | 2020-04-02 | 7 | Member | KOCoca-Cola Company | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-04-09 | 2020-03-27 | 13 | Member | HDHome Depot, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-04-09 | 2020-03-13 | 27 | Member | PPGPPG Industries, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-04-09 | 2020-03-11 | 29 | Member | IBMInternational Business Machines Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-03-04 | 2020-02-19 | 14 | Member | PGProcter & gamble Company | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-01-10 | 2019-12-19 | 22 | Member | HDHome Depot, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-01-10 | 2019-12-16 | 25 | Member | KOCoca-Cola Company | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-01-10 | 2019-12-12 | 29 | Member | PPGPPG Industries, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-01-10 | 2019-12-10 | 31 | Member | IBMInternational Business Machines Corporation | Purchase | $1,001 - $15,000 | Clerk → |
How these are read and published: methodology.
Holdings · annual financial disclosure
Assets listed on the 2025 report.
75 assets with a value on the report filed 2026-07-13, 8 of them shares or options of a listed company. Values are the ranges on the form. Assets are held by the member, a spouse or a dependent child, as reported. Open the report.
| Asset | Type | Owner | Value (as filed) |
|---|---|---|---|
| Akre Focus - Institutional | Fund | Member | $250,001 - $500,000 |
| American Century Ultra Fund | Fund | Member | $500,001 - $1,000,000 |
| Artisan High Income Fund - Institutional Shares | Fund | Member | $100,001 - $250,000 |
| Bank OZK | Other | Member | $1,001 - $15,000 |
| BRK.BBerkshire Hathaway Inc. New | Stock | Member | $50,001 - $100,000 |
| Brown Advisory - Beutel Goodman Large-Cap Value Fund - Institutional Shares | Fund | Member | $500,001 - $1,000,000 |
| Brown Advisory Global Leaders Investor | Fund | Member | $500,001 - $1,000,000 |
| Brown Advisory Small-Cap Fundamental Value Fund - Institutional Shares | Fund | Member | $250,001 - $500,000 |
| Brown Advisory Sustainable Growth Fd Inst Shs | Fund | Member | $1,000,001 - $5,000,000 |
| Brown Advisory Sustainable Value ETF | Fund | Member | $100,001 - $250,000 |
| Brown Advisory Tax-Exempt Sustainable Bond Fund Investor Shares | Fund | Member | $250,001 - $500,000 |
| Calvert Small Cap Fund Class I | Fund | Member | $500,001 - $1,000,000 |
| Charles Schwab Bank CD | Other | Member | None |
| KOCoca-Cola Company | Stock | Member | $100,001 - $250,000 |
| Cohen & Steers Pfd Secs @ Inc Cl I | Fund | Member | $100,001 - $250,000 |
| Congressional Federal Credit Union | Other | Member | $15,001 - $50,000 |
| Driehaus Micro Cap Growth Fund | Fund | Member | $250,001 - $500,000 |
| Eagle Capital Select Equity ETF | Fund | Member | $100,001 - $250,000 |
| Edgewood Growth Fund Insti | Fund | Member | None |
| First Horizon Bank CD | Other | Member | None |
| Great Southern Bank CD | Other | Member | $15,001 - $50,000 |
| Hartford Schroders International Stock Fund | Fund | Member | $500,001 - $1,000,000 |
| Home and Rental Property #1 | Other | Member | $500,001 - $1,000,000 |
| HDHome Depot, Inc. | Stock | Member | $500,001 - $1,000,000 |
| IBMInternational Business Machines Corporation | Stock | Member | $1,000,001 - $5,000,000 |
| iShares Core S&P 500 ETF | Fund | Member | $500,001 - $1,000,000 |
| JNJJohnson & Johnson | Stock | Member | $100,001 - $250,000 |
| KDKyndryl Holdings, Inc. | Stock | Member | $1,001 - $15,000 |
| Metropolitan West Unconstrained Bond Fd Cl I Shs | Fund | Member | $100,001 - $250,000 |
| Mineral Interest, McFarland Tract | Other | Spouse | $1 - $1,000 |
| Mutual Shares Corporation Cl Z | Fund | Member | $250,001 - $500,000 |
| Nuveen Flagship All-American Muni Bd Fd Cl R Shs | Fund | Member | None |
| Nuveen Intermediate Duration Municipal Bond Fund Class R | Fund | Member | $100,001 - $250,000 |
| Oakmark International Fund Investor Class | Fund | Member | $500,001 - $1,000,000 |
| PIMCO Income Fund Insti Class | Fund | Member | $250,001 - $500,000 |
| PPGPPG Industries, Inc. | Stock | Member | $250,001 - $500,000 |
| PGProcter & Gamble Company | Stock | Member | $500,001 - $1,000,000 |
| Prosperity Bank | Other | Member | $15,001 - $50,000 |
| Rental Property #2 | Other | Member | $5,000,001 - $25,000,000 |
| Rental Property #3 | Other | Member | $1,000,001 - $5,000,000 |
| Schwab Government Money Fund | Fund | Member | $50,001 - $100,000 |
| Schwab International Index Fund - Select Shares | Fund | Member | $250,001 - $500,000 |
| Schwab Muni Money Fund | Fund | Member | $15,001 - $50,000 |
| Schwab Premier Bank | Other | Member | $50,001 - $100,000 |
| Schwab Prime Advantage Money Fund | Other | Spouse | $100,001 - $250,000 |
| Schwab Short-Term Bond Index Fund | Fund | Member | $50,001 - $100,000 |
| Schwab US Aggregate Bond Index Fund | Fund | Member | $15,001 - $50,000 |
| Texas ERS | Bond | Member | Undetermined |
| Texas JRS | Bond | Member | Undetermined |
| TIAA-CREF Retirement - Stock Fund | Fund | Member | $50,001 - $100,000 |
| TIAA-CREF Retirement Global Equities Fund | Fund | Member | $50,001 - $100,000 |
| TIAA-CREF Retirement- Real Estate Fund | Fund | Member | $100,001 - $250,000 |
| Vanguard U.S. Growth Fund Admiral Shares | Fund | Member | $500,001 - $1,000,000 |
| Vanguard Extended Market ETF | Fund | Member | $100,001 - $250,000 |
| Vanguard Growth ETF | Fund | Member | $1,000,001 - $5,000,000 |
| Vanguard Intermediate-Term Investment Grade Fund Admiral Shrs | Fund | Member | $100,001 - $250,000 |
| Vanguard Intermediate-Term Tax-Exempt Fd Admiral Shs | Fund | Member | $500,001 - $1,000,000 |
| Vanguard Limited-Term Tax-Exempt Fd Admiral Shs | Fund | Member | $500,001 - $1,000,000 |
| Vanguard Long-Term Investment Grade Fund Admiral Shrs | Fund | Member | $100,001 - $250,000 |
| Vanguard Mid-Cap Value ETF | Fund | Member | $500,001 - $1,000,000 |
| Vanguard Money Market Reserves Federal Money Market Fund | Fund | Member | $100,001 - $250,000 |
| Vanguard PRIMECAP Fund Admiral Shares | Fund | Member | $1,000,001 - $5,000,000 |
| Vanguard Short Term Bond | Fund | Member | $50,001 - $100,000 |
| Vanguard Short Term Investment-Grade Admiral | Fund | Member | $100,001 - $250,000 |
| Vanguard Small-Cap ETF | Fund | Member | $250,001 - $500,000 |
| Vanguard Specialized Portfolios Energy Fund | Fund | Member | $50,001 - $100,000 |
| Vanguard Specialized Portfolios, Vanguard Dividend Growth Fund | Fund | Member | None |
| Vanguard Total Bond Market Index Admiral | Fund | Member | $250,001 - $500,000 |
| Vanguard Total International Bond ETF | Fund | Member | $250,001 - $500,000 |
| Vanguard Total International Stock ETF | Fund | Member | $500,001 - $1,000,000 |
| Vanguard Total Stock Market ETF | Fund | Member | $1,000,001 - $5,000,000 |
| Vanguard Whitehall Funds, Selected Value Fund | Fund | Member | $1,000,001 - $5,000,000 |
| Vanguard Windsor II Fund | Fund | Member | $250,001 - $500,000 |
| Voya Intermediate Bond Fund Class I | Fund | Member | $250,001 - $500,000 |
| WisdomTree US Dividend Growth ETF | Fund | Member | $1,000,001 - $5,000,000 |
How reports are read: holdings methodology.