Congressional stock trades · Member
Debbie Dingell
Representative · MI-6 · Democrat
67 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 Energy and Commerce; House Committee on Natural Resources.
| Disclosed | Traded | Days | Owner | Asset | Type | Amount range (as filed) | Source |
|---|---|---|---|---|---|---|---|
| 2026-07-22 | 2026-07-14 | 8 | Member | FHLMC 30 YR GOLD RQ0128 | Purchase | $15,001 - $50,000 | Clerk → |
| 2026-07-15 | 2026-06-29 | 16 | Member | HONAHoneywell Aerospace Inc. - Common Stock | Exchange | $15,001 - $50,000 | Clerk → |
| 2026-07-15 | 2026-06-29 | 16 | Member | HONAHoneywell Aerospace Inc. - Common Stock | Exchange | $50,001 - $100,000 | Clerk → |
| 2026-06-05 | 2026-05-26 | 10 | Member | FEDERAL NATIONAL MORTGAGE ASSOCIATION POOL MA6054 | Purchase | $50,001 - $100,000 | Clerk → |
| 2026-04-28 | 2026-04-21 | 7 | Member | PTACohen & Steers Tax-Advantaged Preferred Securities and Income Fund Common Shares of Beneficial Interest | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-04-28 | 2026-04-21 | 7 | Joint | MICHIGAN ST HSG DEV AUTH SINGLE FAMILY M | Purchase | $15,001 - $50,000 | Clerk → |
| 2026-02-23 | 2026-02-10 | 13 | Member | WATWaters Corporation Common Stock | Exchange | $1,001 - $15,000 | Clerk → |
| 2026-01-12 | 2026-01-05 | 7 | Member | VSNTVERSANT MEDIA GROUP INC CL A | Exchange | $1,001 - $15,000 | Clerk → |
| 2025-12-06 | 2025-11-24 | 12 | Member | AAPLApple Inc. - Common Stock | Sale (partial) | $50,001 - $100,000 | Clerk → |
| 2025-12-06 | 2025-11-24 | 12 | Member | SOLSSolstice Advanced Materials Inc. - Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-12-06 | 2025-11-24 | 12 | Member | HONHoneywell International Inc. | Sale (partial) | $15,001 - $50,000 | Clerk → |
| 2025-12-06 | 2025-11-24 | 12 | Member | GOOGAlphabet Inc. - Class C Capital Stock | Sale (partial) | $15,001 - $50,000 | Clerk → |
| 2025-12-06 | 2025-11-03 | 33 | Member | QQnity Electronics, Inc. Common Stock | Exchange | $1,001 - $15,000 | Clerk → |
| 2025-12-06 | 2025-10-30 | 37 | Member | SOLSSolstice Advanced Materials Inc. - Common Stock | Exchange | $1,001 - $15,000 | Clerk → |
| 2025-12-06 | 2025-10-30 | 37 | Member | SOLSSolstice Advanced Materials Inc. - Common Stock | Exchange | $1,001 - $15,000 | Clerk → |
| 2025-12-06 | 2025-10-30 | 37 | Member | SOLSSolstice Advanced Materials Inc. - Common Stock | Exchange | $1,001 - $15,000 | Clerk → |
| 2025-04-02 | 2025-03-28 | 5 | Member | GOVERNMENT NATIONAL MORTGAGE ASSOCIATION POOL MB0260 | Purchase | $15,001 - $50,000 | Clerk → |
| 2025-04-02 | 2025-03-27 | 6 | Member | WMTWalmart Inc. Common Stock | Purchase | $15,001 - $50,000 | Clerk → |
| 2025-01-27 | 2025-01-15 | 12 | Member | FEDERAL NATIONAL MORTGAGE ASSOCIATION POOL MA5471 | Purchase | $100,001 - $250,000 | Clerk → |
| 2025-01-27 | 2025-01-15 | 12 | Member | DISWalt Disney Company | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-11-09 | 2024-11-01 | 8 | Member | GOVERNMENT NATIONAL MORTGAGE ASSOCIATION POOL MA9542 | Purchase | $50,001 - $100,000 | Clerk → |
| 2024-06-24 | 2024-06-13 | 11 | Member | AAPLApple Inc. - Common Stock | Sale (partial) | $15,001 - $50,000 | Clerk → |
| 2024-06-24 | 2024-06-12 | 12 | Member | AAPLApple Inc. - Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2024-06-24 | 2024-06-12 | 12 | Member | AAPLApple Inc. - Common Stock | Sale (partial) | $15,001 - $50,000 | Clerk → |
| 2024-05-16 | 2024-05-01 | 15 | Member | GOVERNMENT NATIONAL MORTGAGE ASSOCIATION POOL | Purchase | $15,001 - $50,000 | Clerk → |
| 2024-05-16 | 2024-05-01 | 15 | Member | GOVERNMENT NATIONAL MORTGAGE ASSOCIATION POOL | Purchase | $50,001 - $100,000 | Clerk → |
| 2024-02-15 | 2024-02-09 | 6 | Member | GOVERNMENT NATIONAL MORTGAGE ASSOCIATION POOL | Purchase | $50,001 - $100,000 | Clerk → |
| 2023-12-14 | 2023-12-05 | 9 | Member | MDTMedtronic plc. Ordinary Shares | Purchase | $15,001 - $50,000 | Clerk → |
| 2023-05-15 | 2022-11-29 | 167 ·>45 | Member | DISWalt Disney Company | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-04-19 | 2023-04-10 | 9 | Member | CTVACorteva, Inc. | Purchase | $15,001 - $50,000 | Clerk → |
| 2023-04-19 | 2023-04-10 | 9 | Member | BXBlackstone Inc. | Purchase | $15,001 - $50,000 | Clerk → |
| 2023-03-15 | 2023-03-08 | 7 | Member | SVCSERVICE PROPERTIES TRUST | Sale | $15,001 - $50,000 | Clerk → |
| 2023-03-08 | 2023-03-03 | 5 | Member | ARES CAPITAL CORP | Purchase | $15,001 - $50,000 | Clerk → |
| 2023-01-19 | 2023-01-12 | 7 | Member | AMERICAN TOWER CORP | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-01-01 | 2022-12-19 | 13 | Member | SWKStanley Black & Decker, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2023-01-01 | 2022-12-19 | 13 | Member | METAMeta Platforms, Inc. - Class A | Sale | $15,001 - $50,000 | Clerk → |
| 2022-08-15 | 2022-08-03 | 12 | Member | PGProcter & Gamble Company | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-06-12 | 2022-05-31 | 12 | Member | PARAMOUNT GLOBAL FXD | Purchase | $15,001 - $50,000 | Clerk → |
| 2022-06-12 | 2022-05-31 | 12 | Member | Ally Financial Inc. | Purchase | $15,001 - $50,000 | Clerk → |
| 2022-05-19 | 2022-05-16 | 3 | Member | WMBWilliams Companies, Inc. | Sale | $15,001 - $50,000 | Clerk → |
| 2022-04-26 | 2022-04-18 | 8 | Member | AAPLApple Inc. | Sale (partial) | $15,001 - $50,000 | Clerk → |
| 2021-12-10 | 2021-12-01 | 9 | Member | IPInternational Paper Company | Sale | $15,001 - $50,000 | Clerk → |
| 2021-12-10 | 2021-12-01 | 9 | Member | SLVMSylvamo Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2021-12-10 | 2021-12-01 | 9 | Member | AAPLApple Inc. | Sale (partial) | $15,001 - $50,000 | Clerk → |
| 2021-10-11 | 2021-10-01 | 10 | Member | SLVMSylvamo Corporation | Exchange | $1,001 - $15,000 | Clerk → |
| 2021-06-29 | 2021-06-18 | 11 | Member | ABBVAbbVie Inc. | Sale | $50,001 - $100,000 | Clerk → |
| 2021-06-29 | 2021-06-18 | 11 | Member | OTISOtis Worldwide Corporation | Sale | $15,001 - $50,000 | Clerk → |
| 2021-06-29 | 2021-06-18 | 11 | Member | VTRSViatris Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2021-06-15 | 2021-05-20 | 26 | Member | Fedex Corp. | Sale | $15,001 - $50,000 | Clerk → |
| 2021-05-03 | 2021-04-22 | 11 | Member | BXThe Blackstone group Inc. | Sale (partial) | $15,001 - $50,000 | Clerk → |
| 2021-04-01 | 2021-03-24 | 8 | Member | EBay Inc. | Sale | $15,001 - $50,000 | Clerk → |
| 2021-03-25 | 2021-03-17 | 8 | Member | MACY'S RETAIL HLDGS INC. | Sale | $15,001 - $50,000 | Clerk → |
| 2021-03-10 | 2021-03-02 | 8 | Member | PEPPepsico, Inc. | Purchase | $15,001 - $50,000 | Clerk → |
| 2021-03-10 | 2021-03-01 | 9 | Member | MSMorgan Stanley | Exchange | $15,001 - $50,000 | Clerk → |
| 2021-02-01 | 2021-01-29 | 3 | Member | ViacomCBS Inc. - Class B | Sale | $15,001 - $50,000 | Clerk → |
| 2021-01-13 | 2020-12-31 | 13 | Member | DISWalt Disney Company | Sale (partial) | $15,001 - $50,000 | Clerk → |
| 2021-01-13 | 2020-12-31 | 13 | Spouse | ViacomCBS Inc. - Class B | Sale | $1,001 - $15,000 | Clerk → |
| 2020-12-01 | 2020-11-17 | 14 | Member | VTRSViatris Inc. | Exchange | $1,001 - $15,000 | Clerk → |
| 2020-10-24 | 2020-10-13 | 11 | Spouse | ABBVAbbVie Inc. | Purchase | $15,001 - $50,000 | Clerk → |
| 2020-10-24 | 2020-10-13 | 11 | Member | NVDANVIDIA Corporation | Sale | $50,001 - $100,000 | Clerk → |
| 2020-10-24 | 2020-10-13 | 11 | Member | CARRCarrier global Corporation | Sale | $15,001 - $50,000 | Clerk → |
| 2020-09-02 | 2020-08-20 | 13 | Member | WMTWalmart Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-09-02 | 2020-08-20 | 13 | Spouse | AAPLApple Inc. | Sale (partial) | $15,001 - $50,000 | Clerk → |
| 2020-09-02 | 2020-08-20 | 13 | Member | AAPLApple Inc. | Sale (partial) | $15,001 - $50,000 | Clerk → |
| 2020-04-16 | 2020-04-03 | 13 | Member | OTISOtis Worldwide Corporation | Exchange | $1,001 - $15,000 | Clerk → |
| 2020-04-16 | 2020-04-03 | 13 | Member | CARRCarrier global Corporation | Exchange | $1,001 - $15,000 | Clerk → |
| 2020-01-13 | 2020-01-02 | 11 | Member | NEENextEra Energy, Inc. | Sale | $50,001 - $100,000 | Clerk → |
How these are read and published: methodology.
Holdings · annual financial disclosure
Assets listed on the 2017 report.
172 assets with a value on the report filed 2018-05-15, 78 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) |
|---|---|---|---|
| Chase Bank | Other | Member | $100,001 - $250,000 |
| CONGRESSIONAL FEDERAL CREDIT UNION | Other | Joint | $15,001 - $50,000 |
| SEP: FIDELITY CASH RESERVES | Fund | Member | $100,001 - $250,000 |
| FID DIVERSIFIED INTL. | Fund | Member | $100,001 - $250,000 |
| FID GROWTH COMPANY | Fund | Member | $50,001 - $100,000 |
| INCOME FUND | Fund | Member | $500,001 - $1,000,000 |
| LSV LARGE CAP VALUE | Fund | Member | $50,001 - $100,000 |
| SSGALG CAP INDEX | Fund | Member | $100,001 - $250,000 |
| ABTAbbott Laboratories | Stock | Spouse | $15,001 - $50,000 |
| ABBVAbbVie Inc. | Stock | Spouse | $15,001 - $50,000 |
| ACAP STRATEGIC INTERVAL COMMON | Fund | Spouse | $50,001 - $100,000 |
| AYRAircastle Limited | Stock | Spouse | $15,001 - $50,000 |
| GOOGAlphabet Inc. - Class C Capital Stock | Stock | Spouse | $50,001 - $100,000 |
| AMZNAmazon.com, Inc. | Stock | Spouse | $15,001 - $50,000 |
| AAPLApple Inc. | Stock | Spouse | $100,001 - $250,000 |
| Blackrock Global Allocation C | Fund | Spouse | $50,001 - $100,000 |
| Catalyst Millburn HGD STRAT C | Fund | Spouse | $15,001 - $50,000 |
| KOCoca-Cola Company | Stock | Spouse | $15,001 - $50,000 |
| Columbia Acorn C | Fund | Spouse | None |
| Covanta Holding Corporation | Stock | Spouse | $1,001 - $15,000 |
| DAVIS NEW YORK VENTURE FUND CL A | Fund | Spouse | $250,001 - $500,000 |
| DDDowDuPont Inc. | Stock | Spouse | None |
| DDE.I. du Pont de Nemours and Company | Stock | Spouse | None |
| EXGEaton Vance Tax-Managed Global Diversified Equity Income Fund Eaton Vance Tax-Managed Global Diversi | Stock | Spouse | $15,001 - $50,000 |
| Energy Transfer Partners, L.P. ENERGY TRANSFER PARNTERS | Stock | Spouse | $15,001 - $50,000 |
| EPDEnterprise Products Partners L.P. | Stock | Spouse | $50,001 - $100,000 |
| METAFacebook, Inc. - Class A | Stock | Spouse | $15,001 - $50,000 |
| FEDERATED PRME CSH OBLGTN WS | Fund | Spouse | $100,001 - $250,000 |
| First Trust Dorsey Wright Focus 5 ETF | Stock | Spouse | $15,001 - $50,000 |
| FRANKLIN MUTUAL QUEST FUND CLASS Z | Fund | Spouse | $100,001 - $250,000 |
| FRANKLIN TEMP MUTUAL BEACON Z | Fund | Spouse | $15,001 - $50,000 |
| GABELLI ASSET FUND | Fund | Spouse | $50,001 - $100,000 |
| GEGeneral Electric Company | Stock | Spouse | None |
| HEARTLAND VALUE FUND | Fund | Spouse | $15,001 - $50,000 |
| Hess Corporation | Stock | Spouse | None |
| HDHome Depot, Inc. | Stock | Spouse | $50,001 - $100,000 |
| HONHoneywell International Inc. | Stock | Spouse | $50,001 - $100,000 |
| IPInternational Paper Company | Stock | Spouse | $15,001 - $50,000 |
| JNJJohnson & Johnson | Stock | Spouse | $15,001 - $50,000 |
| MSFTMicrosoft Corporation | Stock | Spouse | None |
| Morgan Stanley Private Bank NA | Other | Spouse | $50,001 - $100,000 |
| Nestle SA Sponsored ADR representing Registered Shares Series B | Stock | Spouse | None |
| NWLNewell Brands Inc. | Stock | Spouse | None |
| SWKStanley Black & Decker, Inc. | Stock | Spouse | $15,001 - $50,000 |
| Walgreens Boots Alliance, Inc. | Stock | Spouse | $15,001 - $50,000 |
| Wells Fargo Asset Alloc C | Fund | Spouse | $1,001 - $15,000 |
| MMM3M Company | Stock | Joint | $15,001 - $50,000 |
| Ally Financial Inc. | Bond | Member | $15,001 - $50,000 |
| AMERICAN INCOME FUND OF AMERICA C | Fund | Joint | None |
| AMERICAN INCOME FUND OF AMERICA C | Fund | Joint | $15,001 - $50,000 |
| Apollo Senior Floating Rate Fund Inc. | Stock | Member | $1 - $1,000 |
| AAPLApple Inc. | Stock | Member | $50,001 - $100,000 |
| TAT&T Inc. | Stock | Member | $15,001 - $50,000 |
| BDXBecton, Dickinson and Company | Stock | Member | $15,001 - $50,000 |
| BSLBlackstone GSO Senior Floating Rate Term Fund Common Shares of Beneficial Interest | Stock | Member | $15,001 - $50,000 |
| CVXChevron Corporation | Stock | Member | $50,001 - $100,000 |
| CSCOCisco Systems, Inc. | Stock | Member | $15,001 - $50,000 |
| ClearBridge Energy MLP Fund Inc. | Stock | Joint | $15,001 - $50,000 |
| UTFCohen & Steers Infrastructure Fund, Inc | Stock | Joint | $15,001 - $50,000 |
| LDPCohen & Steers Limited Duration Preferred and Income Fund, Inc. | Stock | Member | None |
| Columbia Acorn C | Fund | Joint | None |
| CMCSAComcast Corporation - Class A | Stock | Member | $50,001 - $100,000 |
| DAVIS NEW YORK VENTURE FUND | Fund | Joint | $15,001 - $50,000 |
| DAVIS NEW YORK VENTURE FUND | Fund | Member | $100,001 - $250,000 |
| DE WITT MICH PUB SCHS | Other | Joint | $15,001 - $50,000 |
| Deutsche X-Trackers MSCI Europe Hedged Equity ETF | Stock | Joint | $1,001 - $15,000 |
| DODGE & COX INTERNATIONAL STOCK FUND | Fund | Joint | $50,001 - $100,000 |
| DODGE & COX STOCK FUND | Fund | Joint | $100,001 - $250,000 |
| DDDowDuPont Inc. | Stock | Joint | $15,001 - $50,000 |
| Eaton Vance Michigan Municipal Income Trust Shares of Beneficial Interest | Stock | Joint | $15,001 - $50,000 |
| EXGEaton Vance Tax-Managed Global Diversified Equity Income Fund Eaton Vance Tax-Managed Global Diversi | Stock | Joint | $15,001 - $50,000 |
| EMREmerson Electric Company | Stock | Member | $15,001 - $50,000 |
| EPDEnterprise Products Partners L.P. | Stock | Member | $15,001 - $50,000 |
| XOMExxon Mobil Corporation | Stock | Member | $15,001 - $50,000 |
| First Trust Senior Floating Rate 2022 Target Term Fund Common Shares of Beneficial Interest | Stock | Member | $15,001 - $50,000 |
| FRANKLIN MUTUAL GLB DISCOV A | Fund | Member | $15,001 - $50,000 |
| FRANKLIN MUTUAL QUEST FUND CLASS Z | Fund | Joint | $250,001 - $500,000 |
| GEGeneral Electric Company | Stock | Member | None |
| GRAND RAPIDS MICH PUB SC GENL OBLIG REF | Other | Joint | $15,001 - $50,000 |
| GRAND RAPIDS MICH PUB SCH GENL OBLIG REF | Other | Member | $15,001 - $50,000 |
| HONHoneywell International Inc. | Stock | Member | $50,001 - $100,000 |
| IBMInternational Business Machines Corporation | Stock | Member | $15,001 - $50,000 |
| IVY ASSET STRATEGY | Fund | Member | None |
| LANSING MICH SEW DISP SYS REV REF | Bond | Joint | $1,001 - $15,000 |
| LIVONIA MICH MUN BLDG AUTH RFDG MBIA | Other | Joint | None |
| MRSHMarsh & McLennan Companies, Inc. | Stock | Member | $15,001 - $50,000 |
| METROPOLITAN WASH DC ARPTS AUTH ARPT SYS REV SER C | Bond | Member | $15,001 - $50,000 |
| MICHIGAN ST. TRUNK LINE RFDG | Bond | Joint | $15,001 - $50,000 |
| MSFTMicrosoft Corporation | Stock | Member | $100,001 - $250,000 |
| MDLZMondelez International, Inc. - Class A | Stock | Member | $15,001 - $50,000 |
| Morgan Stanley Bank, N.A. | Other | Member | $15,001 - $50,000 |
| Morgan Stanley Private Bank NA | Other | Joint | $1,001 - $15,000 |
| NEENextEra Energy, Inc. | Stock | Member | $15,001 - $50,000 |
| NVSNovartis AG | Stock | Joint | $15,001 - $50,000 |
| NVDANVIDIA Corporation | Stock | Member | $15,001 - $50,000 |
| OPPENHEIMER GLOBAL A | Fund | Member | $15,001 - $50,000 |
| OPPENHEIMER GLOBAL C | Fund | Member | $15,001 - $50,000 |
| PEPPepsico, Inc. | Stock | Joint | $50,001 - $100,000 |
| Praxair, Inc. | Stock | Member | $15,001 - $50,000 |
| PGProcter & Gamble Company | Stock | Member | $50,001 - $100,000 |
| SLBSchlumberger N.V. | Stock | Member | None |
| BXThe Blackstone Group L.P. Common Units Representing Limited Partnership Interests | Stock | Member | $15,001 - $50,000 |
| TDToronto Dominion Bank | Stock | Member | $15,001 - $50,000 |
| ULUnilever PLC | Stock | Member | None |
| UNIT AAM HIGH 50 DIVIDEND STRATEGY 2015-4Q | Other | Joint | None |
| UNIT AAM HIGH 50 DIVIDEND STRATEGY 2016-4Q | Other | Joint | $15,001 - $50,000 |
| UBSIUnited Bankshares, Inc. | Stock | Member | $1,001 - $15,000 |
| UNHUnitedHealth Group Incorporated | Stock | Member | $50,001 - $100,000 |
| WMTWal-Mart Stores, Inc. | Stock | Member | $50,001 - $100,000 |
| WMWaste Management, Inc. | Stock | Joint | $15,001 - $50,000 |
| WESTERN ASSET INTERMEDIATE TERM MUNICIPALS FUND CLASS C | Bond | Joint | $15,001 - $50,000 |
| MMUWestern Asset Managed Municipals Fund, Inc. | Stock | Member | $15,001 - $50,000 |
| WMBWilliams Companies, Inc. | Stock | Member | $15,001 - $50,000 |
| AIG FOCUSED DIVIDEND STRATEGY FUND A | Fund | Spouse | $100,001 - $250,000 |
| Ally Financial Inc. | Bond | Spouse | $15,001 - $50,000 |
| AMGNAmgen Inc. | Stock | Spouse | $15,001 - $50,000 |
| ARCCAres Capital Corporation - Closed End Fund | Stock | Spouse | $15,001 - $50,000 |
| Burlington Northern Santa Fe LLC | Bond | Spouse | $15,001 - $50,000 |
| FOFCohen & Steers Closed-End Opportunity Fund, Inc. | Stock | Spouse | $15,001 - $50,000 |
| UTFCOHEN & STEERS INFRASTRUCTURE FD | Fund | Member | $1 - $1,000 |
| LDPCOHEN & STEERS LTD DUR PFD & INC | Fund | Member | None |
| COSTCostco Wholesale Corporation | Stock | Spouse | $15,001 - $50,000 |
| CMICummins Inc. | Stock | Spouse | $15,001 - $50,000 |
| DAVIS NEW YORK VENTURE A | Fund | Member | $100,001 - $250,000 |
| Discover Bank | Bond | Spouse | $15,001 - $50,000 |
| DODGE & COX INTL STOCK FUND | Fund | Member | $15,001 - $50,000 |
| DODGE & COX STOCK FUND | Fund | Member | $15,001 - $50,000 |
| DUKDuke Energy Corporation | Stock | Spouse | $15,001 - $50,000 |
| Eaton Vance Corporation | Stock | Spouse | $15,001 - $50,000 |
| eBay Inc. | Bond | Spouse | $15,001 - $50,000 |
| METAFacebook, Inc. - Class A | Stock | Spouse | $15,001 - $50,000 |
| Fedex Corp. | Bond | Spouse | $15,001 - $50,000 |
| First Trust Senior Floating Rate 2022 Target Term Fund Common Shares of Beneficial Interest | Stock | Spouse | $15,001 - $50,000 |
| First Trust Senior Floating Rate 2022 Target Term Fund Common Shares of Beneficial Interest | Stock | Member | $15,001 - $50,000 |
| GDVGabelli Dividend & Income Trust Common Shares of Beneficial Interest | Stock | Spouse | $15,001 - $50,000 |
| GMAC CAP TRUST I 8.125% TO 2/15/2016 FLOATS AFTER (ALLY.A) | Bond | Spouse | $15,001 - $50,000 |
| Goldman Sachs New York NY CD | Other | Spouse | $15,001 - $50,000 |
| HDHome Depot, Inc. | Stock | Spouse | None |
| HONHoneywell International Inc. | Stock | Spouse | $15,001 - $50,000 |
| Hospitality Prop Trust | Bond | Spouse | $15,001 - $50,000 |
| Invesco High Income 2023 Target Term Fund Common Shares of Beneficial Interest | Stock | Spouse | $50,001 - $100,000 |
| iShares Nasdaq Biotechnology Index Fund | Stock | Spouse | None |
| IVY ASSET STRATEGY C | Fund | Member | None |
| JCIJohnson Controls International plc Ordinary Share | Stock | Spouse | $15,001 - $50,000 |
| LYBLyondellBasell Industries NV Ordinary Shares Class A | Stock | Spouse | $15,001 - $50,000 |
| MMacy's Inc | Stock | Spouse | None |
| MACY'S RETAIL HLDGS INC. | Bond | Spouse | $15,001 - $50,000 |
| MARMarriott International - Class A | Stock | Spouse | $1,001 - $15,000 |
| MDTMedtronic plc. Ordinary Shares | Stock | Spouse | $1,001 - $15,000 |
| Monsanto Co. | Bond | Spouse | $15,001 - $50,000 |
| Morgan Stanley | Bond | Spouse | $15,001 - $50,000 |
| Morgan Stanley Bank N.A. | Other | Member | $1 - $1,000 |
| MORGAN STANLEY BANK N.A. | Other | Spouse | $1,001 - $15,000 |
| NICHOLAS FUND | Fund | Member | $50,001 - $100,000 |
| NKENike, Inc. | Stock | Spouse | $1,001 - $15,000 |
| NRG Yield, Inc. Class C | Stock | Spouse | $15,001 - $50,000 |
| Oaktree Capital Group, LLC Class A Units Representing Limited Liability Company Interests | Stock | Spouse | $15,001 - $50,000 |
| PFEPfizer, Inc. | Stock | Spouse | $15,001 - $50,000 |
| Putnam Equity Spectrum C | Fund | Member | $15,001 - $50,000 |
| QCOMQUALCOMM Incorporated | Stock | Spouse | $50,001 - $100,000 |
| SPDR S&P Dividend ETF | Stock | Spouse | $50,001 - $100,000 |
| SBUXStarbucks Corporation | Stock | Spouse | $15,001 - $50,000 |
| Time Warner Inc. | Bond | Spouse | $15,001 - $50,000 |
| UNIT AAM HIGH 50 DIVIDEND STRATEGY 2016-4Q | Other | Member | $15,001 - $50,000 |
| VODVodafone Group Plc - American Depositary Shares each representing ten Ordinary Shares | Stock | Spouse | $1,001 - $15,000 |
| DISWalt Disney Company | Stock | Spouse | $15,001 - $50,000 |
| Wellpoint Inc. | Bond | Spouse | $15,001 - $50,000 |
| WELLS FARGO ADVANTAGE ASSET ALLOCATION FD CL C | Fund | Spouse | $1,001 - $15,000 |
| PGProcter & Gamble Company | Stock | Member | $1,001 - $15,000 |
| WELLS FARGO BANK - CHECKING ACCOUNT | Other | Joint | $15,001 - $50,000 |
| WELLS FARGO BANK - CHECKING ACCOUNT | Other | Joint | $100,001 - $250,000 |
| WELLS FARGO BANK - MONEY MARKET ACCOUNT | Other | Joint | $15,001 - $50,000 |
How reports are read: holdings methodology.