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 |
|---|---|---|---|---|---|---|---|
| 2026-09-14 | 2026-08-20 | 25 | Joint | New York NY City Transitional Fin 5.00% Due Nov 1, 2037 | Purchase | $15,001 - $50,000 | Clerk → |
| 2026-08-21 | 2026-08-07 | 14 | Joint | Washington ST 5% Go Utx Due 08/01/30 | Purchase | $250,001 - $500,000 | Clerk → |
| 2026-08-21 | 2026-08-06 | 15 | Joint | Southeast Energy Auth Coop Dist Ala 5.00% Due Sep 1, 2035 | Sale | $250,001 - $500,000 | Clerk → |
| 2026-08-21 | 2026-08-06 | 15 | Joint | California CMNTY Choice Fing Auth 5.00 % Due Oct 1, 2056 | Purchase | $250,001 - $500,000 | Clerk → |
| 2026-08-11 | 2026-07-23 | 19 | Joint | Fort Bend Tex Indpt SCH Dist Variable 04.00000% 08/01/2054 Rate Unltd Tax BLDG Ref BDS Ser. 2024B | Purchase | $250,001 - $500,000 | Clerk → |
| 2026-06-11 | 2026-05-28 | 14 | Joint | Pacific Co B1 Bond - Trimble 05/29/28 | Purchase | $500,001 - $1,000,000 | Clerk → |
| 2026-05-26 | 2026-05-04 | 22 | Joint | Wise CNTY VA Indl Dev Auth Solid Waste 3.80% Due Nov 1, 2040 | Purchase | $50,001 - $100,000 | Clerk → |
| 2026-05-26 | 2026-05-04 | 22 | Joint | Black Belt Energy Gas Dist Ala Gas 5.00% Due Oct 1, 2033 | Purchase | $250,001 - $500,000 | Clerk → |
| 2026-05-08 | 2026-04-30 | 8 | Joint | Southeast Energy Auth Coop Dist Ala 5.00% Due Sep 1, 2035 | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-04-28 | 2026-04-09 | 19 | Joint | Maryland ST Dept TR 5% Comb Tax Due Nov 1, 2027 | Sale (partial) | $15,001 - $50,000 | Clerk → |
| 2026-04-28 | 2026-04-01 | 27 | Joint | Tarrant CNTY Tex Cultural Ed Facs Fin 5.00% Due Nov 15, 2051 | Purchase | $15,001 - $50,000 | Clerk → |
| 2026-03-12 | 2026-02-23 | 17 | Joint | Southeast Energy Auth Coop Dist Ala 5.00% Due Sep 1, 2035 | Purchase | $15,001 - $50,000 | Clerk → |
| 2026-01-23 | 2026-01-13 | 10 | Joint | Tarrant CNTY Tex Cultural Ed Facs Fin 5.00% Due Nov 15, 2051 | Sale (partial) | $50,001 - $100,000 | Clerk → |
| 2026-01-23 | 2026-01-13 | 10 | Joint | Southeast Energy Auth Coop Dist Ala 5.00% Due Sep 1, 2035 | Sale (partial) | $15,001 - $50,000 | Clerk → |
| 2026-01-23 | 2026-01-13 | 10 | Joint | TX Trans Commn TPK 5%42 TPK Tran Due 08/15/42 | Sale (partial) | $15,001 - $50,000 | Clerk → |
| 2026-01-23 | 2026-01-13 | 10 | Joint | Spring TX Isd 4%31 Go Utx Due 08/15/31 | Sale (partial) | $15,001 - $50,000 | Clerk → |
| 2026-01-23 | 2026-01-13 | 10 | Joint | Maryland ST Dept TR 5%27 Comb Tax Due 11/01/27 Due Nov 1, 2027 | Sale (partial) | $15,001 - $50,000 | Clerk → |
| 2026-01-23 | 2026-01-13 | 10 | Joint | Illinois ST Sales Tax Rev JR Oblig 4.00% Due Jun 15, 2030 | Sale (partial) | $15,001 - $50,000 | Clerk → |
| 2026-01-23 | 2026-01-13 | 10 | Joint | Arizona Indl Dev Auth Rev BDS Lincoln 5.00% Due Nov 1, 2029 | Sale (partial) | $15,001 - $50,000 | Clerk → |
| 2026-01-23 | 2026-01-13 | 10 | Joint | Triborough Bridge & 4%31 SPL Tax Due 11/15/31 | Sale (partial) | $15,001 - $50,000 | Clerk → |
| 2026-01-23 | 2026-01-13 | 10 | Joint | Wisconsin ST Go BDS Ser. 2025 A 5.00% Due May 1, 2036 | Sale (partial) | $15,001 - $50,000 | Clerk → |
| 2026-01-23 | 2026-01-13 | 10 | Joint | North Dakota ST HSG Fin Agy Home MTG 1.85% Due Jan 1, 2032 | Sale (partial) | $15,001 - $50,000 | Clerk → |
| 2026-01-23 | 2026-01-13 | 10 | Joint | Washington ST MTR Veh Fuel Tax Related 5.00% Due Aug 1, 2028 | Sale (partial) | $50,001 - $100,000 | Clerk → |
| 2026-01-23 | 2026-01-13 | 10 | Joint | University Kans Hos 4%36 SYST HLTH Due 03/01/36 | Sale (partial) | $50,001 - $100,000 | Clerk → |
| 2026-01-23 | 2026-01-13 | 10 | Joint | Philadelphia PA SCH Dist Go BDS Ser. F 5.00% Due Sep 1, 2027 | Sale (partial) | $15,001 - $50,000 | Clerk → |
| 2026-01-23 | 2026-01-06 | 17 | Joint | New York NY City Transitional Fin 5.00% Due Nov 1, 2037 | Purchase | $250,001 - $500,000 | Clerk → |
| 2026-01-23 | 2026-01-06 | 17 | Joint | New York NY City Transitional Fin 5.00% Due Feb 1, 2032 | Sale | $250,001 - $500,000 | Clerk → |
| 2026-01-12 | 2025-12-17 | 26 | Joint | Tarrant CNTY Tex Cultural Ed Facs Fin 5.00% Due Nov 15, 2051 | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-12-08 | 2025-11-21 | 17 | Joint | Washington ST MTR Veh Fuel Tax Related 5.00 % Due Aug 1, 2028 | Purchase | $15,001 - $50,000 | Clerk → |
| 2025-12-08 | 2025-11-19 | 19 | Joint | Tarrant CNTY Tex Cultural Ed Facs Fin 5.00 % Due Nov 15, 2051 | Purchase | $250,001 - $500,000 | Clerk → |
| 2025-12-08 | 2025-11-18 | 20 | Joint | TX Trans Commn TPK 5%42 TPK Tran Due 08/15/42 | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-12-08 | 2025-11-18 | 20 | Joint | New Jersey ST Transn TR FD Auth SYS BDS 5.00% Due Jun 15, 2035 | Sale | $250,001 - $500,000 | Clerk → |
| 2025-11-12 | 2025-10-30 | 13 | Joint | Maryland ST Dept TR 5%27 Comb Tax Due 11/01/27 | Purchase | $250,001 - $500,000 | Clerk → |
| 2025-11-12 | 2025-10-28 | 15 | Joint | Southeast Energy Auth Coop Dist Ala 5.00% Due Sep 1, 2035 | Purchase | $15,001 - $50,000 | Clerk → |
| 2025-10-30 | 2025-10-01 | 29 | Joint | TX Trans Commn TPK 5%42 TPK Tran Due 08/15/42 | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-10-13 | 2025-09-30 | 13 | Joint | Pacific Co B1 Bond - San Marcos 10/4/27 | Purchase | $250,001 - $500,000 | Clerk → |
| 2025-09-28 | 2025-09-12 | 16 | Joint | Southeast Energy Auth Coop Dist Ala 5.00% Due Sep 1, 2035 | Purchase | $250,001 - $500,000 | Clerk → |
| 2025-09-28 | 2025-09-12 | 16 | Joint | Oklahoma City Okla Go BDS Ser. 2023 4.00 % Due Mar 1, 2035 | Sale | $250,001 - $500,000 | Clerk → |
| 2025-09-28 | 2025-09-10 | 18 | Joint | Tennessee Energy Ac 5%35 Edr Idr Due Dec 1, 2035 | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-29 | 2025-08-08 | 21 | Joint | Tennessee Energy Ac 5%35 Edr Idr Due 12/01/35 | Purchase | $250,001 - $500,000 | Clerk → |
| 2025-08-29 | 2025-08-08 | 21 | Joint | New York N Y City Transitional Fin 5.00 % Due Nov 1, 2027 | Sale | $250,001 - $500,000 | Clerk → |
| 2025-08-09 | 2025-07-31 | 9 | Joint | Washington ST MTR Veh Fuel Tax Related 5.00% Due Aug 1, 2028 | Purchase | $250,001 - $500,000 | Clerk → |
| 2025-08-09 | 2025-07-16 | 24 | Joint | New Jersey ST Transn TR FD Auth SYS BDS 5.00% Due Jun 15, 2035 | Sale (partial) | $15,001 - $50,000 | Clerk → |
| 2025-08-09 | 2025-07-16 | 24 | Joint | Colorado Health Fac 5%49 Hosp HLTH Due 08/01/49 | Sale (partial) | $15,001 - $50,000 | Clerk → |
| 2025-08-09 | 2025-07-16 | 24 | Joint | Michigan ST HSG Dev Auth Single Family 1.25 % Due Jun 1, 2027 | Sale (partial) | $15,001 - $50,000 | Clerk → |
| 2025-08-09 | 2025-07-16 | 24 | Joint | New York New Y CI 2.6%26 Mult HSG Due 05/01/26 | Sale (partial) | $15,001 - $50,000 | Clerk → |
| 2025-08-09 | 2025-07-16 | 24 | Joint | Triborough Bridge & 4%31 SPL Tax Due 11/15/31 | Sale (partial) | $15,001 - $50,000 | Clerk → |
| 2025-08-09 | 2025-07-16 | 24 | Joint | Spring TX Isd 4%31 Go Utx Due 08/15/31 | Sale (partial) | $15,001 - $50,000 | Clerk → |
| 2025-08-09 | 2025-07-16 | 24 | Joint | TX Trans Commn TPK 5%42 TPK Tran Due 08/15/42 | Sale (partial) | $15,001 - $50,000 | Clerk → |
| 2025-08-09 | 2025-07-16 | 24 | Joint | Honolulu HI City & 4%32 Go Utx Due 10/01/32 | Sale (partial) | $15,001 - $50,000 | Clerk → |
| 2025-08-09 | 2025-07-16 | 24 | Joint | Arizona Indl Dev Auth Rev BDS Lincoln 5.00 % Due Nov 1, 2029 | Sale (partial) | $15,001 - $50,000 | Clerk → |
| 2025-08-09 | 2025-07-16 | 24 | Joint | Philadelphia PA SCH Dist Go BDS Ser. F 5.00 % Due Sep 1, 2027 | Sale (partial) | $15,001 - $50,000 | Clerk → |
| 2025-08-09 | 2025-07-16 | 24 | Joint | New York N Y City Transitional Fin 5.00 % Due Feb 1, 2032 | Sale (partial) | $15,001 - $50,000 | Clerk → |
| 2025-08-09 | 2025-07-16 | 24 | Joint | Seattle WA MN LT PW 0%45 PWR Util Due 05/01/45 | Sale (partial) | $15,001 - $50,000 | Clerk → |
| 2025-08-09 | 2025-07-16 | 24 | Joint | Oklahoma City Okla Go BDS Ser. 2023 4.00% Due Mar 1, 2035 | Sale (partial) | $15,001 - $50,000 | Clerk → |
| 2025-08-09 | 2025-07-16 | 24 | Joint | University Tex Univ Revs Fing SYS BDS 5.00% Due Aug 15, 2036 | Sale (partial) | $15,001 - $50,000 | Clerk → |
| 2025-08-09 | 2025-07-16 | 24 | Joint | Wisconsin ST Go BDS Ser. 2025 A 5.00% Due May 1, 2036 | Sale (partial) | $15,001 - $50,000 | Clerk → |
| 2025-08-09 | 2025-07-16 | 24 | Joint | New York N Y City Transitional Fin 5.00 % Due Nov 1, 2027 | Sale (partial) | $15,001 - $50,000 | Clerk → |
| 2025-08-09 | 2025-07-16 | 24 | Joint | Illinois ST Sales Tax Rev JR Oblig 4.00% Due Jun 15, 2030 | Sale (partial) | $50,001 - $100,000 | Clerk → |
| 2025-08-09 | 2025-07-16 | 24 | Joint | North Dakota ST HSG Fin Agy Home MTG 1.85 % Due Jan 1, 2032 | Sale (partial) | $15,001 - $50,000 | Clerk → |
| 2025-08-09 | 2025-07-16 | 24 | Joint | Wise CNTY VA Indl Dev Auth Solid Waste 3.80 % Due Nov 1, 2040 | Sale (partial) | $15,001 - $50,000 | Clerk → |
| 2025-07-17 | 2025-06-18 | 29 | Joint | University Kans Hos 4%36 SYST HLTH Due 03/01/36 | Purchase | $250,001 - $500,000 | Clerk → |
| 2025-07-17 | 2025-06-18 | 29 | Joint | Florida Dev Fin Corp Healthcare Facs Rev 4.00 % Due Nov 15, 2035 | Sale | $250,001 - $500,000 | Clerk → |
| 2025-06-24 | 2025-06-11 | 13 | Joint | Seattle WA MN LT PW 0%45 PWR Util Due 05/01/45 | Sale (partial) | $15,001 - $50,000 | Clerk → |
| 2025-06-24 | 2025-06-11 | 13 | Joint | Philadelphia PA SCH Dist Go BDS Ser. F 5.00 % Due Sep 1, 2027 | Sale (partial) | $15,001 - $50,000 | Clerk → |
| 2025-06-24 | 2025-06-11 | 13 | Joint | Arizona Indl Dev Auth Rev BDS Lincoln 5.00% Due Nov 1, 2029 | Sale (partial) | $15,001 - $50,000 | Clerk → |
| 2025-06-24 | 2025-06-11 | 13 | Joint | Honolulu HI City & 4%32 Go Utx Due 10/01/32 | Sale (partial) | $15,001 - $50,000 | Clerk → |
| 2025-06-24 | 2025-06-11 | 13 | Joint | Illinois ST Sales Tax Rev JR Oblig 4.00 % Due Jun 15, 2030 | Sale (partial) | $15,001 - $50,000 | Clerk → |
| 2025-06-24 | 2025-06-11 | 13 | Joint | Wisconsin ST Go BDS Ser. 2025 A 5.00% Due May 1, 2036 | Sale (partial) | $100,001 - $250,000 | Clerk → |
| 2025-06-24 | 2025-06-11 | 13 | Joint | New York NY City Transitional Fin 5.00 % Due Nov 1, 2027 | Sale (partial) | $15,001 - $50,000 | Clerk → |
| 2025-06-24 | 2025-06-11 | 13 | Joint | Spring TX Isd 4%31 Go Utx Due 08/15/31 | Sale (partial) | $15,001 - $50,000 | Clerk → |
| 2025-06-24 | 2025-06-11 | 13 | Joint | Triborough Bridge & 4%31 SPL Tax Due 11/15/31 | Sale (partial) | $50,001 - $100,000 | Clerk → |
| 2025-06-24 | 2025-06-11 | 13 | Joint | Michigan ST HSG Dev Auth Single Family 1.25 % Due Jun 1, 2027 | Sale (partial) | $50,001 - $100,000 | Clerk → |
| 2025-06-24 | 2025-06-11 | 13 | Joint | TX Trans Commn TPK 5%42 TPK Tran Due 08/15/42 | Sale (partial) | $50,001 - $100,000 | Clerk → |
| 2025-06-24 | 2025-06-11 | 13 | Joint | Colorado Health Fac 5%49 Hosp HLTH Due 08/01/49 | Sale (partial) | $50,001 - $100,000 | Clerk → |
| 2025-06-24 | 2025-06-11 | 13 | Joint | Oklahoma City Okla Go BDS Ser. 2023 4.00 % Due Mar 1, 2035 | Sale (partial) | $50,001 - $100,000 | Clerk → |
| 2025-06-24 | 2025-06-11 | 13 | Joint | New York NY City Transitional Fin 5.00% Due Feb 1, 2032 | Sale (partial) | $15,001 - $50,000 | Clerk → |
| 2025-06-24 | 2025-06-11 | 13 | Joint | North Dakota ST HSG Fin Agy Home MTG 1.85 % Due Jan 1, 2032 | Sale (partial) | $50,001 - $100,000 | Clerk → |
| 2025-06-24 | 2025-06-11 | 13 | Joint | New York New Y CI 2.6%26 Mult HSG Due 05/01/26 | Sale (partial) | $15,001 - $50,000 | Clerk → |
| 2025-06-24 | 2025-06-11 | 13 | Joint | Wise CNTY VA Indl Dev Auth Solid Waste 3.80% Due Nov 1, 2040 | Sale (partial) | $15,001 - $50,000 | Clerk → |
| 2025-06-24 | 2025-06-04 | 20 | Joint | Ohio ST Higher Ed Go BDS Ser. 2025 A 5.00% Due May 1, 2036 | Sale | $250,001 - $500,000 | Clerk → |
| 2025-06-24 | 2025-06-04 | 20 | Joint | University Tex Univ Revs Fing SYS BDS 5.00% Due Aug 15, 2036 | Purchase | $250,001 - $500,000 | Clerk → |
| 2025-06-08 | 2025-05-29 | 10 | Joint | Pacific Co B1 Bond - Martha Gardens 06/01/2027 | Purchase | $500,001 - $1,000,000 | Clerk → |
| 2025-06-08 | 2025-05-27 | 12 | Joint | Illinois ST Sales Tax Rev JR Oblig 4.00% Due Jun 15, 2030 | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-06-08 | 2025-05-22 | 17 | Joint | TX Trans Commn TPK 5%42 TPK Tran Due 08/15/42 | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-05-07 | 2025-04-16 | 21 | Joint | Wisconsin ST Go BDS Ser. 2025 A 5.00% Due May 1, 2036 | Purchase | $250,001 - $500,000 | Clerk → |
| 2025-05-07 | 2025-04-16 | 21 | Joint | UT ST Tran Auth 5%36 Excise Tax Due 06/15/36 | Sale | $250,001 - $500,000 | Clerk → |
| 2025-04-10 | 2025-03-19 | 22 | Joint | Triborough Bridge & Tunl 4% SPL Tax Due 11/15/31 | Sale (partial) | $250,001 - $500,000 | Clerk → |
| 2025-04-10 | 2025-03-19 | 22 | Joint | Tennessee HSG Dev Agy Residential Fin 2.80% Due Jan 1, 2026 | Sale | $250,001 - $500,000 | Clerk → |
| 2025-04-10 | 2025-03-19 | 22 | Joint | New York New Y CI 2.6% Mult HSG Due 05/01/26 | Sale (partial) | $250,001 - $500,000 | Clerk → |
| 2025-04-10 | 2025-03-19 | 22 | Joint | Florida Dev Fin Corp Healthcare Facs Rev 4.00% Due Nov 15, 2035 | Sale (partial) | $250,001 - $500,000 | Clerk → |
| 2025-04-10 | 2025-03-19 | 22 | Joint | New Jersey ST Transn TR FD Auth SYS BDS 5.00% Due Jun 15, 2035 | Sale (partial) | $250,001 - $500,000 | Clerk → |
| 2025-04-10 | 2025-03-19 | 22 | Joint | Sales Tax Securitization Corp 5.00% Due Jan 1, 2031 | Sale (partial) | $250,001 - $500,000 | Clerk → |
| 2025-04-10 | 2025-03-19 | 22 | Joint | Michigan ST HSG Dev Auth Single Family 1.25% Due Jun 1, 2027 | Sale (partial) | $250,001 - $500,000 | Clerk → |
| 2025-04-10 | 2025-03-19 | 22 | Joint | Spring TX Isd 4% Go Utx Due 08/15/31 | Sale (partial) | $250,001 - $500,000 | Clerk → |
| 2025-04-10 | 2025-03-19 | 22 | Joint | Oklahoma City Okla Go BDS Ser. 2023 4.00% Due Mar 1, 2035 | Sale (partial) | $100,001 - $250,000 | Clerk → |
| 2025-04-10 | 2025-03-19 | 22 | Joint | New York NY City Transitional Fin 5.00% Due Feb 1, 2032 | Sale (partial) | $250,001 - $500,000 | Clerk → |
| 2025-04-10 | 2025-03-19 | 22 | Joint | Honolulu HI City & 4% Go Utx Due 10/01/32 | Sale (partial) | $250,001 - $500,000 | Clerk → |
| 2025-04-10 | 2025-03-19 | 22 | Joint | Seattle WA MN LT PW 0% PWR Util Due 05/01/45 | Sale (partial) | $250,001 - $500,000 | Clerk → |
| 2025-04-10 | 2025-03-19 | 22 | Joint | Wise CNTY VA Indl Dev Auth Solid Waste 3.80% Due Nov 1, 2040 | Sale (partial) | $100,001 - $250,000 | Clerk → |
| 2025-04-10 | 2025-03-19 | 22 | Joint | Colorado Health Fac 5% Hosp HLTH Due 08/01/49 | Sale (partial) | $250,001 - $500,000 | Clerk → |
| 2025-04-10 | 2025-03-19 | 22 | Joint | Philadelphia PA SCH Dist Go BDS Ser. F 5.00% Due Sep 1, 2027 | Sale (partial) | $50,001 - $100,000 | Clerk → |
| 2025-04-10 | 2025-03-19 | 22 | Joint | Florida HSG Fin Corp Homeowner MTG Rev 2.15% Due Jul 1, 2029 | Sale | $100,001 - $250,000 | Clerk → |
| 2025-04-10 | 2025-03-19 | 22 | Joint | Ohio ST Higher Ed Go BDS Ser. 2025 A 5.00% Due May 1, 2036 | Sale (partial) | $100,001 - $250,000 | Clerk → |
| 2025-04-10 | 2025-03-19 | 22 | Joint | Arizona Indl Dev Auth Rev BDS Lincoln 5.00% Due Nov 1, 2029 | Sale (partial) | $100,001 - $250,000 | Clerk → |
| 2025-04-10 | 2025-03-19 | 22 | Joint | TX Trans Commn TPK 5% TPK Tran Due 08/15/42 | Sale (partial) | $250,001 - $500,000 | Clerk → |
| 2025-04-10 | 2025-03-19 | 22 | Joint | New York NY City Transitional Fin 5.00 % Due Nov 1, 2027 | Sale (partial) | $100,001 - $250,000 | Clerk → |
| 2025-04-10 | 2025-03-19 | 22 | Joint | Illinois ST Sales Tax Rev JR Oblig 4.00% Due Jun 15, 2030 | Sale (partial) | $100,001 - $250,000 | Clerk → |
| 2025-04-10 | 2025-03-19 | 22 | Joint | UT ST Tran Auth 5% Excise Tax Due 06/15/36 | Sale (partial) | $100,001 - $250,000 | Clerk → |
| 2025-03-26 | 2025-03-12 | 14 | Joint | Ohio ST Higher Ed Go BDS Ser. 2025 A 5.00% Due May 1, 2036 | Purchase | $15,001 - $50,000 | Clerk → |
| 2025-02-25 | 2025-02-12 | 13 | Joint | Austin Tex Indpt SCH Dist Unltd Tax Ref 5.00% Due Aug 1, 2028 | Sale | $500,001 - $1,000,000 | Clerk → |
| 2025-02-25 | 2025-02-12 | 13 | Joint | Ohio ST Higher Ed Go BDS Ser. 2025 A 5.00% Due May 1, 2036 | Purchase | $500,001 - $1,000,000 | Clerk → |
| 2025-02-09 | 2025-01-27 | 13 | Joint | TX Trans Commn TPK 5%42 TPK Tran Due 08/15/42 | Purchase | $15,001 - $50,000 | Clerk → |
| 2024-12-23 | 2024-12-09 | 14 | Joint | TX Trans Commn TPK 5% TPK Tran Due 08/15/42 | Purchase | $15,001 - $50,000 | Clerk → |
| 2024-11-21 | 2024-11-06 | 15 | Joint | Colorado Health Fac 5% Hosp HLTH Due 08/01/49 | Purchase | $15,001 - $50,000 | Clerk → |
| 2024-11-21 | 2024-11-05 | 16 | Joint | North Dakota ST HSG Fin Agy Home MTG 1.85% Due Jan 1, 2032 | Purchase | $15,001 - $50,000 | Clerk → |
| 2024-11-21 | 2024-11-04 | 17 | Joint | TX Trans Commn TPK 5% TPK Tran Due 08/15/42 | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-11-07 | 2024-10-28 | 10 | Joint | Florida Dev Fin Corp Healthcare Facs Rev 4.00% Due Nov 15, 2035 | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-11-07 | 2024-10-18 | 20 | Joint | Chandler Ariz Excise Tax Rev Oblig BDS 5.00% Due Jul 1, 2034 | Sale | $500,001 - $1,000,000 | Clerk → |
| 2024-11-07 | 2024-10-18 | 20 | Joint | New Jersey ST Transn TR FD Auth SYS BDS 5.00% Due Jun 15, 2035 | Purchase | $500,001 - $1,000,000 | Clerk → |
| 2024-10-04 | 2024-09-18 | 16 | Joint | Seattle WA MN LT PW 3.4% PWR Util Due 05/01/45 | Purchase | $15,001 - $50,000 | Clerk → |
| 2024-09-09 | 2024-08-31 | 9 | Joint | MSFTMicrosoft Corporation - Common Stock | Sale | $100,001 - $250,000 | Clerk → |
| 2024-09-09 | 2024-08-29 | 11 | Joint | Maryland ST Go BDS Ser. 2017 B 5.00 % Due Aug 1, 2026 | Sale | $500,001 - $1,000,000 | Clerk → |
| 2024-09-09 | 2024-08-29 | 11 | Joint | UT ST Tran Auth 5%36 Excise Tax Due 06/15/36 | Purchase | $500,001 - $1,000,000 | Clerk → |
| 2024-09-09 | 2024-08-23 | 17 | Joint | Seattle WA MN LT PW 0%45 PWR Util Due 05/01/45 | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-08-23 | 2024-08-12 | 11 | Joint | TX Trans Commn TPK 5% TPK Tran Due 08/15/42 | Purchase | $15,001 - $50,000 | Clerk → |
| 2024-08-23 | 2024-08-06 | 17 | Joint | Austin Tex Indpt SCH Dist Unltd Tax Ref 5.00% Due Aug 1, 2028 | Purchase | $15,001 - $50,000 | Clerk → |
| 2024-08-23 | 2024-08-05 | 18 | Joint | Philadelphia PA SCH Dist Go BDS Ser. F 5.00% Due Sep 1, 2027 | Purchase | $15,001 - $50,000 | Clerk → |
| 2024-08-06 | 2024-07-24 | 13 | Joint | TX Trans Commn TPK 5% TPK Tran Due 08/15/42 | Purchase | $500,001 - $1,000,000 | Clerk → |
| 2024-08-06 | 2024-07-24 | 13 | Joint | New York NY Go BDS Ser. Fiscal 2015F 5.00% Due Jun 1, 2044 | Sale | $500,001 - $1,000,000 | Clerk → |
| 2024-07-11 | 2024-06-28 | 13 | Joint | Maryland ST Go BDS Ser. 2017 B 5.00 % Due Aug 1, 2026 | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2024-06-20 | 2024-05-22 | 29 | Joint | Illinois ST Sales Tax Rev JR Oblig 4.00% Due Jun 15, 2030 | Purchase | $15,001 - $50,000 | Clerk → |
| 2024-06-10 | 2024-05-24 | 17 | Joint | Pacific Co B1 Bond - Villa del Sol | Purchase | $1,000,001 - $5,000,000 | Clerk → |
| 2024-06-10 | 2024-05-22 | 19 | Joint | Wise CNTY VA Indl Dev Auth Solid Waste 1.20% Due Nov 1, 2040 | Sale | $500,001 - $1,000,000 | Clerk → |
| 2024-06-10 | 2024-05-22 | 19 | Joint | Wise CNTY VA Indl Dev Auth Solid Waste 3.80% Due Nov 1, 2040 | Purchase | $500,001 - $1,000,000 | Clerk → |
| 2024-06-10 | 2024-05-17 | 24 | Joint | Illinois ST Sales Tax Rev JR Oblig 4.00% Due Jun 15, 2030 | Purchase | $100,001 - $250,000 | Clerk → |
| 2024-03-08 | 2024-02-29 | 8 | Spouse | MSFTMicrosoft Corporation - Common Stock | Sale | $100,001 - $250,000 | Clerk → |
| 2024-03-08 | 2024-02-21 | 16 | Joint | Seattle WA MN LT PW 3.55% PWR Util Due 05/01/45 | Purchase | $15,001 - $50,000 | Clerk → |
| 2024-03-08 | 2024-02-21 | 16 | Joint | Austin Tex Indpt SCH Dist Unltd Tax Ref 5.00% Due Aug 1, 2028 | Purchase | $500,001 - $1,000,000 | Clerk → |
| 2024-02-21 | 2024-02-13 | 8 | Joint | New York NY Go BDS Ser. Fiscal 2015F 5.00% Due Jun 1, 2044 | Purchase | $15,001 - $50,000 | Clerk → |
| 2024-02-21 | 2024-02-12 | 9 | Joint | New York NY Go BDS Ser. Fiscal 2015F 5.00% Due Jun 1, 2044 | Purchase | $15,001 - $50,000 | Clerk → |
| 2024-02-21 | 2024-02-05 | 16 | Joint | New York NY Go BDS Ser. Fiscal 2015F 5.00% Due Jun 1, 2044 | Purchase | $50,001 - $100,000 | Clerk → |
| 2024-02-21 | 2024-02-01 | 20 | Joint | Florida Dev Fin Corp Healthcare Facs Rev 4.00% Due Nov 15, 2035 | Purchase | $500,001 - $1,000,000 | Clerk → |
| 2024-02-21 | 2024-02-01 | 20 | Joint | Prince Georges CNTY MD Go Consolidated 5.00% Due Jul 15, 2031 | Sale | $500,001 - $1,000,000 | Clerk → |
| 2024-02-21 | 2024-02-01 | 20 | Joint | New Jersey ST Transn TR FD Auth Transn 5.00% Due Dec 15, 2032 | Sale | $500,001 - $1,000,000 | Clerk → |
| 2024-02-05 | 2024-01-31 | 5 | Joint | Illinois ST Sales Tax Rev JR Oblig 4.00% Due Jun 15, 2030 | Purchase | $50,001 - $100,000 | Clerk → |
| 2024-02-05 | 2024-01-23 | 13 | Joint | Honolulu HI City & 4% Go Utx Due 10/01/32 | Purchase | $15,001 - $50,000 | Clerk → |
| 2024-02-05 | 2024-01-19 | 17 | Joint | New York N Y Go BDS Ser. Fiscal 2015F 5.00% Due Jun 1, 2044 | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-01-22 | 2024-01-04 | 18 | Joint | Arizona Indl Dev Auth Rev BDS Lincoln 5.00% Due Nov 1, 2029 | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-01-22 | 2024-01-03 | 19 | Joint | Seattle WA MN LT PW 0% PWR Util Due 05/01/45 | Sale (partial) | $15,001 - $50,000 | Clerk → |
| 2023-12-23 | 2023-12-15 | 8 | Joint | Maryland ST Go BDS Ser. 2017 B 5.00% Due Aug 1, 2026 | Sale (partial) | $15,001 - $50,000 | Clerk → |
| 2023-12-23 | 2023-12-15 | 8 | Joint | Arizona Indl Dev Auth Rev BDS Lincoln 5.00% Due Nov 1, 2029 | Purchase | $15,001 - $50,000 | Clerk → |
| 2023-12-23 | 2023-12-08 | 15 | Joint | Prince Georges CNTY MD Go Consolidated 5.00% Due Jul 15, 2031 | Sale (partial) | $100,001 - $250,000 | Clerk → |
| 2023-12-23 | 2023-12-08 | 15 | Joint | Arizona Indl Dev Auth Rev BDS Lincoln 5.00% Due May 1, 2026 | Sale | $250,001 - $500,000 | Clerk → |
| 2023-12-23 | 2023-12-07 | 16 | Joint | Chandler Ariz Excise Tax Rev Oblig BDS 5.00% Due Jul 1, 2034 | Purchase | $500,001 - $1,000,000 | Clerk → |
| 2023-12-23 | 2023-12-05 | 18 | Joint | Triborough Bridge & Tunl Auth NY 4% SPL Tax Due 11/15/31 | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-12-13 | 2023-11-16 | 27 | Joint | New York NY City Transitional Fin 5.00% Due Nov 1, 2027 | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-11-26 | 2023-11-03 | 23 | Joint | Arizona Indl Dev Auth Rev BDS Lincoln 5.00% Due May 1, 2026 | Purchase | $15,001 - $50,000 | Clerk → |
| 2023-11-26 | 2023-11-01 | 25 | Joint | Arizona Indl Dev Auth Rev BDS Lincoln 5.00% Due Nov 1, 2029 | Purchase | $15,001 - $50,000 | Clerk → |
| 2023-11-08 | 2023-10-20 | 19 | Joint | Spring TX Isd 4% Go Utx Due 08/15/31 | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-11-08 | 2023-10-16 | 23 | Joint | New York NY City Transitional Fin 5.00% Due Nov 1, 2027 | Purchase | $15,001 - $50,000 | Clerk → |
| 2023-10-10 | 2023-09-29 | 11 | Joint | Maryland ST Go BDS Ser. 2017 B 5.00 % Due Aug 1, 2026 | Sale (partial) | $15,001 - $50,000 | Clerk → |
| 2023-10-10 | 2023-09-19 | 21 | Joint | United States Treas Bills Zero CPN 0.00% Due Mar 7, 2024 | Purchase | $1,000,001 - $5,000,000 | Clerk → |
| 2023-09-25 | 2023-09-06 | 19 | Joint | Philadelphia PA SCH Dist Go BDS Ser. F 5.00% Due Sep 1, 2027 | Purchase | $15,001 - $50,000 | Clerk → |
| 2023-09-11 | 2023-08-31 | 11 | Spouse | MSFTMicrosoft Corporation | Sale | $500,001 - $1,000,000 | Clerk → |
| 2023-09-11 | 2023-08-30 | 12 | Spouse | MSFTMicrosoft Corporation | Sale | $250,001 - $500,000 | Clerk → |
| 2023-09-11 | 2023-08-28 | 14 | Joint | Prince Georges CNTY MD Go Consolidated 5.00 % Due Jul 15, 2031 | Purchase | $15,001 - $50,000 | Clerk → |
| 2023-09-11 | 2023-08-22 | 20 | Joint | Illinois ST Sales Tax Rev JR Oblig 4.00 % Due Jun 15, 2030 | Purchase | $15,001 - $50,000 | Clerk → |
| 2023-08-08 | 2023-07-31 | 8 | Joint | Illinois ST Sales Tax Rev JR Oblig 4.00% Due Jun 15, 2030 | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-08-08 | 2023-07-28 | 11 | Joint | Spring TX Isd 4% Go Utx Due 08/15/31 | Purchase | $15,001 - $50,000 | Clerk → |
| 2023-08-08 | 2023-07-19 | 20 | Joint | US Treasury Bill US T Bill Due 01/11/24 | Purchase | $1,000,001 - $5,000,000 | Clerk → |
| 2023-07-25 | 2023-07-14 | 11 | Joint | Florida HSG Fin Corp Homeowner MTG Rev 2.15% Due Jul 1, 2029 | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-07-07 | 2023-06-29 | 8 | Joint | Philadelphia PA SCH Dist Go BDS Ser. F 5.00% Due Sep 1, 2027 | Purchase | $15,001 - $50,000 | Clerk → |
| 2023-06-23 | 2023-06-07 | 16 | Joint | Spring TX Isd 4% Go Utx Due 08/15/31 | Purchase | $15,001 - $50,000 | Clerk → |
| 2023-06-23 | 2023-06-06 | 17 | Joint | New Jersey ST Transn TR FD Auth Trans 5.00% Due Dec 15, 2032 | Purchase | $50,001 - $100,000 | Clerk → |
| 2023-06-23 | 2023-06-02 | 21 | Joint | New York NY Go BDS Ser. Fiscal 2015F 5.00% Due Jun 1, 2044 | Purchase | $15,001 - $50,000 | Clerk → |
| 2023-06-14 | 2023-03-01 | 105 ·>45 | Spouse | MSFT Common Stock | Sale | $250,001 - $500,000 | Clerk → |
| 2023-06-14 | 2022-08-30 | 288 ·>45 | Spouse | MSFT Common Stock | Sale | $1,000,001 - $5,000,000 | Clerk → |
| 2023-06-07 | 2023-05-31 | 7 | Joint | Maryland ST Go BDS Ser. 2017 B 5.00 % Due Aug 1, 2026 | Purchase | $15,001 - $50,000 | Clerk → |
| 2023-06-07 | 2023-05-24 | 14 | Joint | Colorado Health Fac 5% Hosp HLTH Due 08/01/49 | Purchase | $15,001 - $50,000 | Clerk → |
| 2023-06-07 | 2023-05-23 | 15 | Joint | New York ST Dorm Auth Sales Tax Rev 5.00 % Due Mar 15, 2025 | Sale | $500,001 - $1,000,000 | Clerk → |
| 2023-06-07 | 2023-05-22 | 16 | Joint | Wise CNTY VA Indl Dev Auth Solid Waste 1.20 % Due Nov 1, 2040 | Purchase | $500,001 - $1,000,000 | Clerk → |
| 2023-06-07 | 2023-05-18 | 20 | Joint | NEW YORK NY GO BDS SER 05.00% 08/01/2030 | Sale | $500,001 - $1,000,000 | Clerk → |
| 2023-06-07 | 2023-05-18 | 20 | Joint | Maricopa CNTY Ariz Uni SCH Dist No 69 5.00 % Due Jul 1, 2027 | Sale | $250,001 - $500,000 | Clerk → |
| 2023-06-07 | 2023-05-17 | 21 | Joint | Oklahoma City Okla Go BDS Ser. 2023 4.00 % Due Mar 1, 2035 | Purchase | $500,001 - $1,000,000 | Clerk → |
| 2023-05-25 | 2023-05-03 | 22 | Joint | Spring TX Isd 4% Go Utx Due 08/15/31 | Purchase | $15,001 - $50,000 | Clerk → |
| 2023-05-06 | 2023-04-25 | 11 | Joint | Illinois ST Sales Tax Rev JR Oblig 4.00 % Due Jun 15, 2030 | Purchase | $15,001 - $50,000 | Clerk → |
| 2023-05-06 | 2023-04-20 | 16 | Joint | US Treasury Bill23 U S T Bill Due 10/19/23 | Purchase | $1,000,001 - $5,000,000 | Clerk → |
| 2023-05-06 | 2023-04-18 | 18 | Joint | Sales Tax Securitization Corp 5.00 % Due Jan 1, 2031 | Purchase | $15,001 - $50,000 | Clerk → |
| 2023-04-10 | 2023-03-30 | 11 | Joint | New York ST Dorm Auth Sales Tax Rev 5.00 % Due Mar 15, 2025 | Sale (partial) | $15,001 - $50,000 | Clerk → |
| 2023-04-10 | 2023-03-23 | 18 | Joint | Arizona Indl Dev Auth Rev BDS Lincoln 5.00 % Due Nov 1, 2029 | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-03-20 | 2023-03-15 | 5 | Joint | North Dakota ST HSG Fin Agy Home MTG 1.85 % Due Jan 1, 2032 | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-03-20 | 2023-03-07 | 13 | Joint | Sales Tax Securitization Corp 5.00 % Due Jan 1, 2031 | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-03-07 | 2023-02-24 | 11 | Joint | Seattle WA MN LT 3.67% Util Due 05/01/45 | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-03-07 | 2023-02-16 | 19 | Joint | New York N Y City Transitional Fin 5.00 % Due Feb 1, 2032 | Purchase | $15,001 - $50,000 | Clerk → |
| 2023-02-19 | 2023-02-09 | 10 | Joint | King CNTY Wash LTD Tax Go Ref BDS Ser. 5.00 % Due Jul 1, 2024 | Sale | $500,001 - $1,000,000 | Clerk → |
| 2023-02-19 | 2023-02-08 | 11 | Joint | New Jersey ST Transn TR FD Auth Transn 5.00 % Due Dec 15, 2032 | Purchase | $500,001 - $1,000,000 | Clerk → |
| 2023-02-19 | 2023-02-02 | 17 | Joint | Seattle WA MN LT PW PWR Util Due 05/01/45 | Purchase | $50,001 - $100,000 | Clerk → |
| 2023-02-06 | 2023-01-27 | 10 | Joint | Arizona Indl Dev Auth Rev BDS Lincoln 5.00 % Due Nov 1, 2029 | Purchase | $15,001 - $50,000 | Clerk → |
| 2023-02-06 | 2023-01-23 | 14 | Joint | Maryland ST Go BDS Ser. 2017 B 5.00 % Due Aug 1, 2026 | Purchase | $50,001 - $100,000 | 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.