Congressional stock trades · Member
Kelly Morrison
Representative · MN-3 · Democrat
125 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 1 annual report are below.
Current committees: House Committee on Small Business; House Committee on Veterans' Affairs.
| Disclosed | Traded | Days | Owner | Asset | Type | Amount range (as filed) | Source |
|---|---|---|---|---|---|---|---|
| 2026-08-25 | 2026-08-11 | 14 | Spouse | MBGLMobility Global Inc. Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2026-08-25 | 2026-08-11 | 14 | Member | ACNAccenture plc Class A Ordinary Shares | Sale | $1,001 - $15,000 | Clerk → |
| 2026-08-25 | 2026-08-11 | 14 | Member | MBGLMobility Global Inc. Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2026-08-25 | 2026-08-11 | 14 | Spouse | ACNAccenture plc Class A Ordinary Shares | Sale | $1,001 - $15,000 | Clerk → |
| 2026-08-25 | 2026-08-11 | 14 | Spouse | MBGLMobility Global Inc. Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2026-08-25 | 2026-08-11 | 14 | Spouse | ACNAccenture plc Class A Ordinary Shares | Sale | $15,001 - $50,000 | Clerk → |
| 2026-08-25 | 2026-08-11 | 14 | Spouse | SOLSSolstice Advanced Materials Inc. - Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2026-07-30 | 2026-06-29 | 31 | Spouse | HONAHoneywell Aerospace Inc. - Common Stock | Exchange | $15,001 - $50,000 | Clerk → |
| 2026-07-09 | 2026-06-19 | 20 | Joint | Andersen Corporation | Sale (partial) | $100,001 - $250,000 | Clerk → |
| 2026-05-21 | 2026-05-04 | 17 | Joint | StarCloud | Sale | $15,001 - $50,000 | Clerk → |
| 2026-05-05 | 2026-05-04 | 1 | Joint | Hermeus Corp | Sale | $15,001 - $50,000 | Clerk → |
| 2026-05-05 | 2026-05-04 | 1 | Joint | Star Catcher Industries, Inc. | Sale | $15,001 - $50,000 | Clerk → |
| 2026-05-05 | 2026-05-04 | 1 | Joint | Saronic Technologies | Sale | $15,001 - $50,000 | Clerk → |
| 2026-05-05 | 2026-04-17 | 18 | Joint | Pelvital USA, Inc. | Purchase | $15,001 - $50,000 | Clerk → |
| 2026-05-05 | 2026-04-15 | 20 | Joint | Artistry in Motion, LLC | Purchase | $50,001 - $100,000 | Clerk → |
| 2026-05-05 | 2026-04-14 | 21 | Joint | Cavall | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-05-05 | 2026-04-06 | 29 | Joint | Star Catcher Industries, Inc. | Purchase | $15,001 - $50,000 | Clerk → |
| 2026-04-02 | 2026-03-15 | 18 | Member | StarCloud | Purchase | $15,001 - $50,000 | Clerk → |
| 2026-04-02 | 2026-03-15 | 18 | Member | Andersen Corporation | Sale (partial) | $100,001 - $250,000 | Clerk → |
| 2026-04-02 | 2026-01-20 | 72 ·>45 | Member | Andersen Corporation | Sale (partial) | $250,001 - $500,000 | Clerk → |
| 2026-04-02 | 2025-12-22 | 101 ·>45 | Member | Cavall | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-04-02 | 2025-12-22 | 101 ·>45 | Member | FluxAI | Purchase | $15,001 - $50,000 | Clerk → |
| 2026-04-02 | 2025-10-15 | 169 ·>45 | Member | Andersen Corporation | Sale (partial) | $50,001 - $100,000 | Clerk → |
| 2026-04-02 | 2025-09-15 | 199 ·>45 | Member | Andersen Corporation | Sale (partial) | $100,001 - $250,000 | Clerk → |
| 2026-04-02 | 2025-06-15 | 291 ·>45 | Member | Andersen Corporation | Sale (partial) | $250,001 - $500,000 | Clerk → |
| 2026-04-02 | 2025-03-15 | 383 ·>45 | Member | Andersen Corporation | Sale (partial) | $250,001 - $500,000 | Clerk → |
| 2026-04-02 | 2025-01-20 | 437 ·>45 | Member | Andersen Corporation | Sale (partial) | $500,001 - $1,000,000 | Clerk → |
| 2026-03-10 | 2026-03-09 | 1 | Member | Saronic Technologies | Purchase | $15,001 - $50,000 | Clerk → |
| 2026-03-10 | 2026-03-08 | 2 | Member | MICCThe Magnum Ice Cream Company N.V. Ordinary Shares | Sale | $1,001 - $15,000 | Clerk → |
| 2026-03-10 | 2026-03-08 | 2 | Member | AJGArthur J. Gallagher & Co. Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2026-03-10 | 2026-03-08 | 2 | Member | AJGArthur J. Gallagher & Co. Common Stock | Sale | $15,001 - $50,000 | Clerk → |
| 2026-03-10 | 2026-03-08 | 2 | Member | AJGArthur J. Gallagher & Co. Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2026-03-10 | 2026-03-08 | 2 | Member | MICCThe Magnum Ice Cream Company N.V. Ordinary Shares | Sale | $1,001 - $15,000 | Clerk → |
| 2026-03-05 | 2026-03-02 | 3 | Member | Hermeus Corp | Purchase | $15,001 - $50,000 | Clerk → |
| 2026-03-03 | 2026-03-02 | 1 | Member | Arcade AI. Inc. | Purchase | $15,001 - $50,000 | Clerk → |
| 2026-03-02 | 2026-02-11 | 19 | Member | HM Companies LLC | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-03-02 | 2026-02-11 | 19 | Member | Axiom Quant Inc. (dba Axiom Math) | Purchase | $15,001 - $50,000 | Clerk → |
| 2026-02-25 | 2026-02-20 | 5 | Member | Rhoda AI | Purchase | $15,001 - $50,000 | Clerk → |
| 2026-02-25 | 2026-02-11 | 14 | Member | Project Stardust | Purchase | $15,001 - $50,000 | Clerk → |
| 2026-02-12 | 2026-01-29 | 14 | Member | Advanced Machine Intelligence (AMI) Labs | Purchase | $15,001 - $50,000 | Clerk → |
| 2026-02-04 | 2026-01-29 | 6 | Member | Aalo Atomics | Purchase | $15,001 - $50,000 | Clerk → |
| 2026-02-04 | 2026-01-29 | 6 | Member | Sygaldry Technologies, Inc. | Purchase | $15,001 - $50,000 | Clerk → |
| 2026-02-04 | 2026-01-20 | 15 | Member | Modak Communities Inc. | Purchase | $15,001 - $50,000 | Clerk → |
| 2026-02-04 | 2026-01-20 | 15 | Member | Varda Space Industries, Inc. | Purchase | $15,001 - $50,000 | Clerk → |
| 2026-02-04 | 2026-01-20 | 15 | Member | CogniChip, Inc. | Purchase | $15,001 - $50,000 | Clerk → |
| 2026-01-20 | 2025-12-10 | 41 | Member | ASHTED GRP PLC S/ADR | Exchange | $15,001 - $50,000 | Clerk → |
| 2026-01-20 | 2025-12-10 | 41 | Member | ASHTED GRP PLC S/ADR | Exchange | $15,001 - $50,000 | Clerk → |
| 2026-01-20 | 2025-12-10 | 41 | Member | ASHTED GRP PLC S/ADR | Exchange | $1,001 - $15,000 | Clerk → |
| 2026-01-20 | 2025-12-10 | 41 | Member | ASHTED GRP PLC S/ADR | Exchange | $1,001 - $15,000 | Clerk → |
| 2025-12-19 | 2025-12-15 | 4 | Member | Benable | Purchase | $15,001 - $50,000 | Clerk → |
| 2025-11-06 | 2025-10-24 | 13 | Member | Lazurite Holdings LLC | Purchase | $15,001 - $50,000 | Clerk → |
| 2025-09-11 | 2025-08-19 | 23 | Member | TMOThermo Fisher Scientific Inc Common Stock | Sale (partial) | $15,001 - $50,000 | Clerk → |
| 2025-09-11 | 2025-08-19 | 23 | Member | ACNAccenture plc Class A Ordinary Shares | Sale (partial) | $15,001 - $50,000 | Clerk → |
| 2025-09-11 | 2025-08-19 | 23 | Member | TMOThermo Fisher Scientific Inc Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2025-09-11 | 2025-08-19 | 23 | Member | ACNAccenture plc Class A Ordinary Shares | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2025-09-11 | 2025-08-19 | 23 | Member | TMOThermo Fisher Scientific Inc Common Stock | Sale (partial) | $15,001 - $50,000 | Clerk → |
| 2025-09-11 | 2025-08-19 | 23 | Member | TMOThermo Fisher Scientific Inc Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2025-09-11 | 2025-08-19 | 23 | Member | ACNAccenture plc Class A Ordinary Shares | Sale (partial) | $15,001 - $50,000 | Clerk → |
| 2025-09-11 | 2025-08-19 | 23 | Member | ACNAccenture plc Class A Ordinary Shares | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2025-09-11 | 2025-08-19 | 23 | Member | JNJJohnson & Johnson Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2025-09-11 | 2025-08-19 | 23 | Member | VZVerizon Communications Inc. Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-09-11 | 2025-08-19 | 23 | Member | ACNAccenture plc Class A Ordinary Shares | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2025-08-19 | 2025-08-07 | 12 | Member | Tree Care Partners | Purchase | $50,001 - $100,000 | Clerk → |
| 2025-08-03 | 2025-07-25 | 9 | Member | Kwikbit Inc | Purchase | $50,001 - $100,000 | Clerk → |
| 2025-08-03 | 2025-07-25 | 9 | Member | MM Fox LP | Purchase | $15,001 - $50,000 | Clerk → |
| 2025-06-18 | 2025-06-04 | 14 | Member | WEXWEX Inc. common stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-06-18 | 2025-06-04 | 14 | Member | ZBRAZebra Technologies Corporation - Class A Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-06-18 | 2025-06-04 | 14 | Member | ZBRAZebra Technologies Corporation - Class A Common Stock | Sale | $15,001 - $50,000 | Clerk → |
| 2025-06-18 | 2025-06-04 | 14 | Member | NKENike, Inc. Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-06-18 | 2025-06-04 | 14 | Member | HLIHoulihan Lokey, Inc. Class A Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-06-18 | 2025-06-04 | 14 | Member | UPSUnited Parcel Service, Inc. Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-06-18 | 2025-06-04 | 14 | Member | NKENike, Inc. Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-06-18 | 2025-06-04 | 14 | Member | WEXWEX Inc. common stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-06-18 | 2025-06-04 | 14 | Member | RMDResMed Inc. Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-06-18 | 2025-06-04 | 14 | Member | RMDResMed Inc. Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-06-18 | 2025-06-04 | 14 | Member | ZBRAZebra Technologies Corporation - Class A Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-06-18 | 2025-06-04 | 14 | Member | ZBRAZebra Technologies Corporation - Class A Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-06-18 | 2025-06-04 | 14 | Member | WEXWEX Inc. common stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-06-18 | 2025-06-04 | 14 | Member | UPSUnited Parcel Service, Inc. Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-06-18 | 2025-06-04 | 14 | Member | RMDResMed Inc. Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-06-18 | 2025-06-04 | 14 | Member | UPSUnited Parcel Service, Inc. Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-06-18 | 2025-06-04 | 14 | Member | RMDResMed Inc. Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-06-04 | 2025-05-05 | 30 | Member | Aero Engineering Holdings LLC | Purchase | $50,001 - $100,000 | Clerk → |
| 2025-05-13 | 2025-04-28 | 15 | Member | RMDResMed Inc. Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-05-13 | 2025-04-11 | 32 | Member | AVGOBroadcom Inc. - Common Stock | Purchase | $15,001 - $50,000 | Clerk → |
| 2025-05-13 | 2025-04-11 | 32 | Member | METAMeta Platforms, Inc. - Class A Common Stock | Purchase | $15,001 - $50,000 | Clerk → |
| 2025-05-13 | 2025-04-11 | 32 | Member | AVGOBroadcom Inc. - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-05-13 | 2025-04-11 | 32 | Member | METAMeta Platforms, Inc. - Class A Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-05-13 | 2025-04-10 | 33 | Member | ASHTED GRP PLC UNSP/ADR | Sale (partial) | $15,001 - $50,000 | Clerk → |
| 2025-05-13 | 2025-04-10 | 33 | Member | ASHTED GRP PLC UNSP/ADR | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2025-05-13 | 2025-04-10 | 33 | Member | ASHTED GRP PLC UNSP/ADR | Sale (partial) | $15,001 - $50,000 | Clerk → |
| 2025-05-13 | 2025-04-10 | 33 | Member | ASHTED GRP PLC UNSP/ADR | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2025-05-13 | 2025-04-01 | 42 | Member | CHASKA MN ELEC REVENUE REF - SER A DTD 10/01/15 | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-05-13 | 2025-04-01 | 42 | Member | MINNESOTA ST MUNI PWR AGY ELEC DTD 08/25/16 | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-05-05 | 2025-04-10 | 25 | Member | SMX Industrial Solutions | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-04-11 | 2025-03-24 | 18 | Member | METAMeta Platforms, Inc. - Class A Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-04-11 | 2025-03-24 | 18 | Member | METAMeta Platforms, Inc. - Class A Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-04-11 | 2025-03-24 | 18 | Member | METAMeta Platforms, Inc. - Class A Common Stock | Purchase | $15,001 - $50,000 | Clerk → |
| 2025-04-11 | 2025-03-21 | 21 | Member | AVGOBroadcom Inc. - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-04-11 | 2025-03-21 | 21 | Member | AVGOBroadcom Inc. - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-04-11 | 2025-03-20 | 22 | Member | DEODiageo plc Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-04-11 | 2025-03-20 | 22 | Member | DEODiageo plc Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-04-11 | 2025-03-20 | 22 | Member | DEODiageo plc Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-04-11 | 2025-03-20 | 22 | Member | CACICACI International, Inc. Class A Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-04-11 | 2025-03-20 | 22 | Member | DHID.R. Horton, Inc. Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2025-04-11 | 2025-03-20 | 22 | Member | CACICACI International, Inc. Class A Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-04-11 | 2025-03-20 | 22 | Member | DHID.R. Horton, Inc. Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2025-04-11 | 2025-03-20 | 22 | Member | CACICACI International, Inc. Class A Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-04-11 | 2025-03-20 | 22 | Member | MRKMerck & Company, Inc. Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2025-04-11 | 2025-03-20 | 22 | Member | UPSUnited Parcel Service, Inc. Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2025-04-11 | 2025-03-20 | 22 | Member | UPSUnited Parcel Service, Inc. Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2025-04-11 | 2025-03-20 | 22 | Member | UPSUnited Parcel Service, Inc. Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2025-04-11 | 2025-03-04 | 38 | Member | US Treasury Note DTD 02/28/26 | Purchase | $15,001 - $50,000 | Clerk → |
| 2025-04-04 | 2025-03-21 | 14 | Member | TGTTarget Corporation Common Stock | Sale | $100,001 - $250,000 | Clerk → |
| 2025-04-04 | 2025-03-21 | 14 | Member | TGTTarget Corporation Common Stock | Sale | $15,001 - $50,000 | Clerk → |
| 2025-04-04 | 2025-03-10 | 25 | Member | Monomyth Anonvion LLC | Purchase | $15,001 - $50,000 | Clerk → |
| 2025-04-04 | 2025-03-03 | 32 | Member | TGTTarget Corporation Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-03-11 | 2025-02-28 | 11 | Member | US Treasury Note DTD 02/28/23 | Sale | $15,001 - $50,000 | Clerk → |
| 2025-03-10 | 2025-02-20 | 18 | Member | Intek Plastics LLC | Purchase | $15,001 - $50,000 | Clerk → |
| 2025-03-10 | 2025-02-18 | 20 | Member | Rise & Puff Inc | Purchase | $15,001 - $50,000 | Clerk → |
| 2025-02-02 | 2025-01-27 | 6 | Member | Aero Engineering Holdings LLC | Purchase | $50,001 - $100,000 | Clerk → |
| 2025-02-02 | 2025-01-24 | 9 | Member | Andersen Corporation | Sale (partial) | $500,001 - $1,000,000 | Clerk → |
| 2025-02-02 | 2025-01-10 | 23 | Member | Pathfinder 360 v.2 | Purchase | $100,001 - $250,000 | Clerk → |
| 2025-02-02 | 2025-01-10 | 23 | Member | Pathfinder 360 v.2 | Purchase | $100,001 - $250,000 | Clerk → |
| 2025-02-02 | 2025-01-06 | 27 | Member | Urban SKY | Purchase | $15,001 - $50,000 | Clerk → |
How these are read and published: methodology.
Holdings · annual financial disclosure
Assets listed on the 2025 report.
241 assets with a value on the report filed 2026-08-12, 120 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) |
|---|---|---|---|
| Bank Account 1 | Other | Joint | $1,001 - $15,000 |
| Bank Account 2 | Other | Joint | $250,001 - $500,000 |
| Rental Property 1 | Other | Member | $500,001 - $1,000,000 |
| Rental Property 2 | Other | Member | $1,001 - $15,000 |
| Target Pension Account | Other | Spouse | $250,001 - $500,000 |
| Fidelity Treasury Money Market Fund | Fund | Spouse | Spouse/DC Over $1,000,000 |
| TGTTarget Corporation Common Stock | Stock | Spouse | $100,001 - $250,000 |
| TGTTarget Corporation Common Stock | Stock | Spouse | $100,001 - $250,000 |
| Growth Portfolio | Fund | Spouse | $100,001 - $250,000 |
| Growth Portfolio | Fund | Spouse | $100,001 - $250,000 |
| Aggressive Growth Portfolio | Fund | Spouse | $50,001 - $100,000 |
| BlackRock LifePath Index 2030 Port Insti Shs | Fund | Spouse | Spouse/DC Over $1,000,000 |
| Vanguard Intermediate-Term Bond Index Fund Admiral Shares | Fund | Spouse | $100,001 - $250,000 |
| Callanish Capital Partners LP | Other | Joint | $5,000,001 - $25,000,000 |
| Wells Fargo - Checking | Other | Member | $1,001 - $15,000 |
| BlackRock LifePath Index 2030 Port Insti Shs | Fund | Spouse | Spouse/DC Over $1,000,000 |
| Vanguard 500 Index Fund Institutional Select Shares | Fund | Spouse | $50,001 - $100,000 |
| Vanguard Index Trust Extended Market Index Fd Instl Shs | Fund | Spouse | $500,001 - $1,000,000 |
| Vanguard Money Market Reserves Federal Money Market Fund | Fund | Spouse | $1,001 - $15,000 |
| BlackRock Liquidity Funds T-Fund - Institutional | Fund | Spouse | None |
| iShares Core S&P 500 ETF | Fund | Spouse | $50,001 - $100,000 |
| iShares Core S&P Small-Cap ETF | Fund | Spouse | $1,001 - $15,000 |
| iShares S&P 500 Value ETF | Fund | Spouse | $1,001 - $15,000 |
| Secured Market Deposit Account | Other | Spouse | $1,001 - $15,000 |
| SPDR Select Sector Fund - Energy Select Sector | Fund | Spouse | $1,001 - $15,000 |
| Tortoise Energy Infrastructure Total Return Fund - Institutional Class | Fund | Spouse | $1,001 - $15,000 |
| Vanguard FTSE Emerging Markets ETF | Fund | Spouse | $1,001 - $15,000 |
| Vanguard Total International Stock ETF | Fund | Spouse | $15,001 - $50,000 |
| Allspring Premier Large Company Growth Fund Insti Class | Fund | Member | $250,001 - $500,000 |
| BlackRock Eq Dividend I | Fund | Member | $50,001 - $100,000 |
| Carillon ClariVest International Stock Fund Class I | Fund | Member | $250,001 - $500,000 |
| Columbia Acorn International Class I | Fund | Member | $15,001 - $50,000 |
| Goldman Sachs Small Cap Value Fund Institutional Shares | Fund | Member | $50,001 - $100,000 |
| Invesco Discovery Fund Class A | Fund | Member | $100,001 - $250,000 |
| Principal Fds, Inc. Core Plus Bond Fund, Institutional | Fund | Member | $100,001 - $250,000 |
| Principal Fds, Inc. LargeCap S&P 500 Index Fd Cl A | Fund | Member | $250,001 - $500,000 |
| Principal Fds, Inc. SmallCap S&P 600 Index Fd Insti Cl | Fund | Member | $100,001 - $250,000 |
| Principal Fds, Inc.MidCap S&P 400 Index Fd J Cl | Fund | Member | $100,001 - $250,000 |
| Vanguard 500 Index Fd Admiral Shs | Fund | Member | None |
| Vanguard Mid-Cap Index Fund Admiral Shares | Fund | Member | None |
| Vanguard Small Cap Index Fd Admiral Shs | Fund | Member | None |
| Target Retirement 2035 Fund Class P | Other | Member | $50,001 - $100,000 |
| Charles Schwab Premier Bank | Other | Spouse | $1,001 - $15,000 |
| Schwab Treasury Obligations Money Fund - Investor Shares | Fund | Spouse | $50,001 - $100,000 |
| ACNAccenture plc Class A Ordinary Shares | Stock | Member | $1,001 - $15,000 |
| Allspring Government Money Market Fund - Select | Fund | Member | None |
| GOOGAlphabet Inc. - Class C Capital Stock | Stock | Member | $50,001 - $100,000 |
| AMZNAmazon.com, Inc. - Common Stock | Stock | Member | $15,001 - $50,000 |
| APHAmphenol Corporation Common Stock | Stock | Member | $50,001 - $100,000 |
| ANOKA MN SER A DTD 06/08/23 | Bond | Member | $50,001 - $100,000 |
| AAPLApple Inc. - Common Stock | Stock | Member | $50,001 - $100,000 |
| AJGArthur J. Gallagher & Co. Common Stock | Stock | Member | $1,001 - $15,000 |
| ASHTED GRP PLC S/ADR | Stock | Member | $15,001 - $50,000 |
| BRK.BBerkshire Hathaway Inc. New Common Stock | Stock | Member | $50,001 - $100,000 |
| BLKBlackRock, Inc. Common Stock | Stock | Member | $15,001 - $50,000 |
| AVGOBroadcom Inc. - Common Stock | Stock | Member | $15,001 - $50,000 |
| CACICACI International, Inc. Class A Common Stock | Stock | Member | None |
| CORCencora, Inc. Common Stock | Stock | Member | $15,001 - $50,000 |
| DHID.R. Horton, Inc. Common Stock | Stock | Member | $15,001 - $50,000 |
| DEODiageo plc Common Stock | Stock | Member | None |
| FullerThaler Behavioral Small-Cap Equity Fund R6 Shares | Fund | Member | $15,001 - $50,000 |
| ITWIllinois Tool Works Inc. Common Stock | Stock | Member | $1,001 - $15,000 |
| iShares Core MSCI EAFE ETF | Fund | Member | $250,001 - $500,000 |
| iShares Core S&P 500 ETF | Fund | Member | $250,001 - $500,000 |
| iShares Core S&P Small-Cap ETF | Fund | Member | None |
| iShares S&P 500 Value ETF | Fund | Member | $50,001 - $100,000 |
| JNJJohnson & Johnson Common Stock | Stock | Member | $15,001 - $50,000 |
| JPMJP Morgan Chase & Co. Common Stock | Stock | Member | $50,001 - $100,000 |
| MAMastercard Incorporated Common Stock | Stock | Member | $50,001 - $100,000 |
| METAMeta Platforms, Inc. - Class A Common Stock | Stock | Member | $15,001 - $50,000 |
| MSFTMicrosoft Corporation - Common Stock | Stock | Member | $100,001 - $250,000 |
| RMDResMed Inc. Common Stock | Stock | Member | None |
| ROKRockwell Automation, Inc. Common Stock | Stock | Member | $1,001 - $15,000 |
| SPGIS&P Global Inc. Common Stock | Stock | Member | $15,001 - $50,000 |
| SPDR Select Sector Fund - Energy Select Sector | Fund | Member | $15,001 - $50,000 |
| TSMTaiwan Semiconductor Manufacturing Company Ltd. | Stock | Member | $100,001 - $250,000 |
| TMOThermo Fisher Scientific Inc Common Stock | Stock | Member | $15,001 - $50,000 |
| ULUnilever PLC Common Stock | Stock | Member | $15,001 - $50,000 |
| UPSUnited Parcel Service, Inc. Common Stock | Stock | Member | None |
| VanEck ETF Trust VanEck IG Floating Rate ETF | Fund | Member | $50,001 - $100,000 |
| Vanguard FTSE Emerging Markets ETF | Fund | Member | $50,001 - $100,000 |
| Vanguard Intermediate-Term Tax-Exempt Fd Admiral Shs | Fund | Member | $15,001 - $50,000 |
| Vanguard Short-Term Treasury ETF | Fund | Member | None |
| Vanguard Ultra-Short-Term Tax-Exempt Fund Admiral Shares | Fund | Member | $15,001 - $50,000 |
| Virtus KAR Small-Cap Core Fund R6 | Fund | Member | $15,001 - $50,000 |
| WFCWells Fargo & Company Common Stock | Stock | Member | $15,001 - $50,000 |
| Wells Fargo Secured Market Deposit Account | Other | Member | $15,001 - $50,000 |
| ZBRAZebra Technologies Corporation - Class A Common Stock | Stock | Member | None |
| ABBVAbbVie Inc. Common Stock | Stock | Spouse | $50,001 - $100,000 |
| ACNAccenture plc Class A Ordinary Shares | Stock | Spouse | $15,001 - $50,000 |
| Allspring Government Money Market Fund - Select | Fund | Spouse | None |
| GOOGAlphabet Inc. - Class C Capital Stock | Stock | Spouse | $100,001 - $250,000 |
| AMZNAmazon.com, Inc. - Common Stock | Stock | Spouse | $15,001 - $50,000 |
| APHAmphenol Corporation Common Stock | Stock | Spouse | $100,001 - $250,000 |
| ANOKA MN SER A DTD 06/08/23 | Bond | Spouse | $50,001 - $100,000 |
| AAPLApple Inc. - Common Stock | Stock | Spouse | $100,001 - $250,000 |
| AJGArthur J. Gallagher & Co. Common Stock | Stock | Spouse | $15,001 - $50,000 |
| ASHTED GRP PLC S/ADR | Stock | Spouse | $15,001 - $50,000 |
| BRK.BBerkshire Hathaway Inc. New Common Stock | Stock | Spouse | $50,001 - $100,000 |
| BLKBlackRock, Inc. Common Stock | Stock | Spouse | $50,001 - $100,000 |
| AVGOBroadcom Inc. - Common Stock | Stock | Spouse | $50,001 - $100,000 |
| CACICACI International, Inc. Class A Common Stock | Stock | Spouse | None |
| CORCencora, Inc. Common Stock | Stock | Spouse | $15,001 - $50,000 |
| CHASKA MN ELEC REVENUE REF - SER A DTD 10/01/15 | Bond | Spouse | $50,001 - $100,000 |
| CVXChevron Corporation Common Stock | Stock | Spouse | $15,001 - $50,000 |
| COSTCostco Wholesale Corporation - Common Stock | Stock | Spouse | $250,001 - $500,000 |
| DHID.R. Horton, Inc. Common Stock | Stock | Spouse | $15,001 - $50,000 |
| DAYTON MN SER A DTD 06/15/23 | Bond | Spouse | $50,001 - $100,000 |
| DEODiageo plc Common Stock | Stock | Spouse | None |
| XOMExxon Mobil Corporation Common Stock | Stock | Spouse | $15,001 - $50,000 |
| FullerThaler Behavioral Small-Cap Equity Fund R6 Shares | Fund | Spouse | $50,001 - $100,000 |
| HONHoneywell International Inc. | Stock | Spouse | $50,001 - $100,000 |
| ITWIllinois Tool Works Inc. Common Stock | Stock | Spouse | $1,001 - $15,000 |
| IBMInternational Business Machines Corporation Common Stock | Stock | Spouse | $100,001 - $250,000 |
| iShares Core MSCI EAFE ETF | Fund | Spouse | $100,001 - $250,000 |
| iShares Core MSCI Emerging Markets ETF | Fund | Spouse | $15,001 - $50,000 |
| iShares Core S&P 500 ETF | Fund | Spouse | $250,001 - $500,000 |
| iShares MSCI EAFE ETF | Fund | Spouse | $50,001 - $100,000 |
| iShares S&P 500 Value ETF | Fund | Spouse | $100,001 - $250,000 |
| JNJJohnson & Johnson Common Stock | Stock | Spouse | $50,001 - $100,000 |
| JPMJP Morgan Chase & Co. Common Stock | Stock | Spouse | $15,001 - $50,000 |
| LOWLowe's Companies, Inc. Common Stock | Stock | Spouse | $50,001 - $100,000 |
| MAMastercard Incorporated Common Stock | Stock | Spouse | $50,001 - $100,000 |
| MRKMerck & Company, Inc. Common Stock | Stock | Spouse | $50,001 - $100,000 |
| METAMeta Platforms, Inc. - Class A Common Stock | Stock | Spouse | $50,001 - $100,000 |
| MSFTMicrosoft Corporation - Common Stock | Stock | Spouse | $500,001 - $1,000,000 |
| MINNESOTA ST MUNI PWR AGY ELEC DTD 08/25/16 | Bond | Spouse | $50,001 - $100,000 |
| RMDResMed Inc. Common Stock | Stock | Spouse | None |
| ROKRockwell Automation, Inc. Common Stock | Stock | Spouse | $15,001 - $50,000 |
| SPGIS&P Global Inc. Common Stock | Stock | Spouse | $50,001 - $100,000 |
| SOLSSolstice Advanced Materials Inc. - Common Stock | Stock | Spouse | $1,001 - $15,000 |
| SOSouthern Company | Stock | Spouse | $15,001 - $50,000 |
| SPDR Select Sector Fund - Energy Select Sector | Fund | Spouse | $15,001 - $50,000 |
| State Street SPDR S&P Dividend ETF | Fund | Spouse | None |
| TSMTaiwan Semiconductor Manufacturing Company Ltd. | Stock | Spouse | $100,001 - $250,000 |
| MICCThe Magnum Ice Cream Company N.V. Ordinary Shares | Stock | Spouse | $1,001 - $15,000 |
| TMOThermo Fisher Scientific Inc Common Stock | Stock | Spouse | $15,001 - $50,000 |
| ULUnilever PLC Common Stock | Stock | Spouse | $15,001 - $50,000 |
| UPSUnited Parcel Service, Inc. Common Stock | Stock | Spouse | None |
| VanEck ETF Trust VanEck IG Floating Rate ETF | Fund | Spouse | $50,001 - $100,000 |
| Vanguard Div Appreciation ETF | Fund | Spouse | $100,001 - $250,000 |
| Vanguard FTSE Developed Markets ETF | Fund | Spouse | $250,001 - $500,000 |
| Vanguard FTSE Emerging Markets ETF | Fund | Spouse | $100,001 - $250,000 |
| Vanguard High Dividend Yield ETF | Fund | Spouse | $100,001 - $250,000 |
| Vanguard Intermediate-Term Tax-Exempt Fd Admiral Shs | Fund | Spouse | $250,001 - $500,000 |
| Vanguard Large-Cap ETF | Fund | Spouse | $250,001 - $500,000 |
| Vanguard S&P 500 ETF | Fund | Spouse | $1,001 - $15,000 |
| Vanguard Short-Term Treasury ETF | Fund | Spouse | $1,001 - $15,000 |
| Vanguard Small-Cap ETF | Fund | Spouse | $50,001 - $100,000 |
| Vanguard Ultra-Short-Term Tax-Exempt Fund Admiral Shares | Fund | Spouse | $50,001 - $100,000 |
| VZVerizon Communications Inc. Common Stock | Stock | Spouse | None |
| Virtus KAR Small-Cap Core Fund R6 | Fund | Spouse | $50,001 - $100,000 |
| WFCWells Fargo & Company Common Stock | Stock | Spouse | $15,001 - $50,000 |
| Wells Fargo Secured Market Deposit Account | Other | Spouse | $250,001 - $500,000 |
| ZBRAZebra Technologies Corporation - Class A Common Stock | Stock | Spouse | None |
| ACNAccenture plc Class A Ordinary Shares | Stock | Spouse | $1,001 - $15,000 |
| GOOGLAlphabet Inc. - Class A Common Stock | Stock | Spouse | $15,001 - $50,000 |
| GOOGAlphabet Inc. - Class C Capital Stock | Stock | Spouse | $15,001 - $50,000 |
| AMZNAmazon.com, Inc. - Common Stock | Stock | Spouse | $15,001 - $50,000 |
| American Beacon Ninety One Global Franchise Fund - R5 Class | Fund | Spouse | $15,001 - $50,000 |
| AAPLApple Inc. - Common Stock | Stock | Spouse | $50,001 - $100,000 |
| Baillie Gifford Long Term Global Growth Fund - Institutional Class | Fund | Spouse | $15,001 - $50,000 |
| BACBank of America Corporation Common Stock | Stock | Spouse | $15,001 - $50,000 |
| CCJCameco Corporation Common Stock | Stock | Spouse | $15,001 - $50,000 |
| CMGChipotle Mexican Grill, Inc. Common Stock | Stock | Spouse | $1,001 - $15,000 |
| Cliffwater Corporate Lending Fund Class I | Fund | Spouse | $50,001 - $100,000 |
| CMCSAComcast Corporation - Class A Common Stock | Stock | Spouse | $1,001 - $15,000 |
| COSTCostco Wholesale Corporation - Common Stock | Stock | Spouse | $15,001 - $50,000 |
| DHRDanaher Corporation Common Stock | Stock | Spouse | $1,001 - $15,000 |
| ETNEaton Corporation, PLC Ordinary Shares | Stock | Spouse | $15,001 - $50,000 |
| Gateway Fund Class Y | Fund | Spouse | $50,001 - $100,000 |
| Guggenheim Total Return Bond Fund- Institutional Class | Fund | Spouse | $1,001 - $15,000 |
| HDHome Depot, Inc. | Stock | Spouse | $1,001 - $15,000 |
| iShares Core MSCI EAFE ETF | Fund | Spouse | $100,001 - $250,000 |
| IAUiShares Gold Trust Shares of the iShares Gold Trust | Fund | Spouse | $15,001 - $50,000 |
| iShares Russell 2000 ETF | Fund | Spouse | $15,001 - $50,000 |
| iShares Russell Mid-Cap ETF | Fund | Spouse | $15,001 - $50,000 |
| JPMJP Morgan Chase & Co. Common Stock | Stock | Spouse | $50,001 - $100,000 |
| JPMorgan Equity Premium Income ETF | Fund | Spouse | $15,001 - $50,000 |
| MAMastercard Incorporated Common Stock | Stock | Spouse | $15,001 - $50,000 |
| MSFTMicrosoft Corporation - Common Stock | Stock | Spouse | $50,001 - $100,000 |
| Mondrian Global Equity Value Fund | Fund | Spouse | $15,001 - $50,000 |
| PGIM Total Return Bond Fund Class R6 | Fund | Spouse | $15,001 - $50,000 |
| PIMCO Mortgage Opportunities and Bond Fund Class INSTL | Fund | Spouse | $15,001 - $50,000 |
| PGProcter & Gamble Company | Stock | Spouse | $1,001 - $15,000 |
| RTXRTX Corporation Common Stock | Stock | Spouse | $15,001 - $50,000 |
| Schwab Intermediate-Term U.S. Treasury ETF | Fund | Spouse | $15,001 - $50,000 |
| Schwab Small-Cap Index Fund-Select Shares | Fund | Spouse | $15,001 - $50,000 |
| Schwab Treasury Obligations Money Fund - Investor Shares | Fund | Spouse | $1,001 - $15,000 |
| Schwab Trust Bank (Sweep Account) | Other | Spouse | $1,001 - $15,000 |
| TMOThermo Fisher Scientific Inc Common Stock | Stock | Spouse | $15,001 - $50,000 |
| Vanguard Mid-Cap ETF | Fund | Spouse | $15,001 - $50,000 |
| Vanguard Real Estate ETF | Fund | Spouse | $1,001 - $15,000 |
| Vanguard S&P 500 ETF | Fund | Spouse | $250,001 - $500,000 |
| Vanguard Short-Term Corporate Bond ETF | Fund | Spouse | $50,001 - $100,000 |
| VLTOVeralto Corp Common Stock | Stock | Spouse | $1,001 - $15,000 |
| ABTAbbott Laboratories Common Stock | Stock | Spouse | $15,001 - $50,000 |
| ACNAccenture plc Class A Ordinary Shares | Stock | Spouse | $15,001 - $50,000 |
| Allspring Government Money Market Fund - Select | Fund | Spouse | None |
| GOOGLAlphabet Inc. - Class A Common Stock | Stock | Spouse | $15,001 - $50,000 |
| GOOGAlphabet Inc. - Class C Capital Stock | Stock | Spouse | $100,001 - $250,000 |
| AMZNAmazon.com, Inc. - Common Stock | Stock | Spouse | $15,001 - $50,000 |
| APHAmphenol Corporation Common Stock | Stock | Spouse | $100,001 - $250,000 |
| AAPLApple Inc. - Common Stock | Stock | Spouse | $100,001 - $250,000 |
| AJGArthur J. Gallagher & Co. Common Stock | Stock | Spouse | $15,001 - $50,000 |
| ASHTED GRP PLC S/ADR | Stock | Spouse | $15,001 - $50,000 |
| BRK.BBerkshire Hathaway Inc. New Common Stock | Stock | Spouse | $50,001 - $100,000 |
| BLKBlackRock, Inc. Common Stock | Stock | Spouse | $15,001 - $50,000 |
| CORCencora, Inc. Common Stock | Stock | Spouse | $15,001 - $50,000 |
| DHID.R. Horton, Inc. Common Stock | Stock | Spouse | $15,001 - $50,000 |
| EHCEncompass Health Corporation Common Stock | Stock | Spouse | $15,001 - $50,000 |
| GGGGraco Inc. Common Stock | Stock | Spouse | $15,001 - $50,000 |
| iShares Core MSCI EAFE ETF | Fund | Spouse | $500,001 - $1,000,000 |
| iShares Core MSCI Emerging Markets ETF | Fund | Spouse | $100,001 - $250,000 |
| iShares Core S&P 500 ETF | Fund | Spouse | $500,001 - $1,000,000 |
| IAUiShares Gold Trust Shares | Fund | Spouse | $50,001 - $100,000 |
| iShares Russell Mid-Cap ETF | Fund | Spouse | $50,001 - $100,000 |
| iShares S&P 500 Value ETF | Fund | Spouse | $100,001 - $250,000 |
| JNJJohnson & Johnson Common Stock | Stock | Spouse | $15,001 - $50,000 |
| MAMastercard Incorporated Common Stock | Stock | Spouse | $50,001 - $100,000 |
| MSFTMicrosoft Corporation - Common Stock | Stock | Spouse | $50,001 - $100,000 |
| NKENike, Inc. Common Stock | Stock | Spouse | None |
| PEPPepsiCo, Inc. - Common Stock | Stock | Spouse | $1,001 - $15,000 |
| PGProcter & Gamble Company | Stock | Spouse | $15,001 - $50,000 |
| RMDResMed Inc. Common Stock | Stock | Spouse | None |
| ROKRockwell Automation, Inc. Common Stock | Stock | Spouse | $15,001 - $50,000 |
| SPGIS&P Global Inc. Common Stock | Stock | Spouse | $15,001 - $50,000 |
| State Street Energy Select Sector SPDR ETF | Fund | Spouse | $50,001 - $100,000 |
| TSMTaiwan Semiconductor Manufacturing Company Ltd. | Stock | Spouse | $100,001 - $250,000 |
| MICCThe Magnum Ice Cream Company N.V. Ordinary Shares | Stock | Spouse | $1,001 - $15,000 |
| TMOThermo Fisher Scientific Inc Common Stock | Stock | Spouse | $15,001 - $50,000 |
| ULUnilever PLC American Depositary Shares | Stock | Spouse | $15,001 - $50,000 |
| VVVValvoline Inc. Common Stock | Stock | Spouse | $1,001 - $15,000 |
| VanEck IG Floating Rate ETF | Fund | Spouse | $100,001 - $250,000 |
| Vanguard Intermediate-Term Tax-Exempt Fd Admiral Shs | Fund | Spouse | $250,001 - $500,000 |
| Vanguard S&P 500 ETF | Fund | Spouse | $500,001 - $1,000,000 |
| Vanguard Ultra-Short-Term Tax-Exempt Fund Admiral Shares | Fund | Spouse | $100,001 - $250,000 |
| Virtus KAR Small-Cap Core Fund R6 | Fund | Spouse | $100,001 - $250,000 |
| Wells Fargo Secured Market Deposit Account | Other | Spouse | $250,001 - $500,000 |
| WEXWEX Inc. common stock | Stock | Spouse | None |
| ZBRAZebra Technologies Corporation - Class A Common Stock | Stock | Spouse | None |
How reports are read: holdings methodology.