Lizzie Fletcher
U.S. Representative, Texas district 7 (TX07)
Latest disclosure August 9, 2026: Annual report (FD Original) for 2025, filing 10076222.
Everything below is as of the disclosure date of the filing it came from, not live. Members report trades up to 45 days after they happen.
Holdings
From Annual report (FD Original) for 2025, filing 10076222.
As of August 9, 2026, the date it was filed.
Sorted by the lower bound of the disclosed value band, largest band first.
| Ticker | Asset | Owner | Value band | Source |
|---|---|---|---|---|
| FXIFX | Spouse Rollover IRA (JD) ⇒ Fidelity Freedom Index 2030 Fund - Investor Class (FXIFX) MF | Spouse | $1,000,001 - $5,000,000 | p. 12 |
| VSMGX | Joint Brokerage Accounts (VA) ⇒ Vanguard Lifestrategy Moderate Growth Fund (VSMGX) MF | Joint | $250,001 - $500,000 | p. 9 |
| VTHRX | Joint Brokerage Accounts (VA) ⇒ Vanguard Target Retirement 2030 Fund (VTHRX) MF | Joint | $250,001 - $500,000 | p. 9 |
| IWB | Spouse Brokerage Account ⇒ iShares Russell 1000 ETF (IWB) EF | Spouse | $250,001 - $500,000 | p. 10 |
| none | Filer 401K (Rollover) ⇒ FID 500 Index Fund MF | Member | $100,001 - $250,000 | p. 2 |
| IXUS | Filer Brokerage Account (FI) ⇒ iShares Core MSCI Total International Stock ETF (IXUS) EF | Member | $100,001 - $250,000 | p. 3 |
| QUAL | Filer Brokerage Account (FI) ⇒ iShares MSCI USA Quality Factor ETF (QUAL) EF | Member | $100,001 - $250,000 | p. 4 |
| IWB | Filer Brokerage Account (FI) ⇒ iShares Russell 1000 ETF (IWB) EF | Member | $100,001 - $250,000 | p. 4 |
| VXUS | Spouse Rollover IRA (V&E) ⇒ Vanguard Total International Stock ETF (VXUS) EF | Spouse | $100,001 - $250,000 | p. 14 |
| none | Filer 401K (Rollover) ⇒ FID Contrafund MF | Member | $50,001 - $100,000 | p. 2 |
| VEA | Filer Brokerage Account (FI) ⇒ Vanguard FTSE Developed Markets ETF (VEA) EF | Member | $50,001 - $100,000 | p. 5 |
| none | JONES DAY RETIREMENT PLAN ⇒ JONES DAY 2025 FUND MF | Spouse | $50,001 - $100,000 | p. 9 |
| WFPMRX | Spouse 401K (FH) ⇒ CIT: flexPATH Index+ Moderate Retirement Fund Class R1 (WFPMRX) MF | Spouse | $50,001 - $100,000 | p. 10 |
| FIWEX | Spouse Brokerage Account ⇒ Fidelity Advisor Municipal Income Fund: Class Z (FIWEX) MF | Spouse | $50,001 - $100,000 | p. 10 |
| OEF | Spouse Brokerage Account ⇒ iShares S&P 100 ETF (OEF) EF | Spouse | $50,001 - $100,000 | p. 10 |
| SCHG | Spouse Brokerage Account ⇒ Schwab U.S. Large-Cap Growth ETF (SCHG) EF | Spouse | $50,001 - $100,000 | p. 11 |
| ILCG | Spouse Rollover IRA (V&E) ⇒ iShares Morningstar Large-Cap Growth ETF (ILCG) EF | Spouse | $50,001 - $100,000 | p. 13 |
| VEA | Spouse Rollover IRA (V&E) ⇒ Vanguard FTSE Developed Markets ETF (VEA) EF | Spouse | $50,001 - $100,000 | p. 14 |
| VT | Spouse Rollover IRA (V&E) ⇒ Vanguard Total World Stock Index ETF (VT) EF | Spouse | $50,001 - $100,000 | p. 14 |
| BSBIX | Filer 401K (Rollover) ⇒ Baird SH TM Bond IS (BSBIX) MF | Member | $15,001 - $50,000 | p. 2 |
| CIVIX | Filer 401K (Rollover) ⇒ Causeway International Value Fund - Institutional Class (CIVIX) MF | Member | $15,001 - $50,000 | p. 2 |
| none | Filer 401K (Rollover) ⇒ FID Overseas MF | Member | $15,001 - $50,000 | p. 2 |
| FCPGX | Filer 401K (Rollover) ⇒ Fidelity Small Cap Growth Fund (FCPGX) MF | Member | $15,001 - $50,000 | p. 2 |
| none | Filer 401K (Rollover) ⇒ Prmcp ODY Aggr Grth MF | Member | $15,001 - $50,000 | p. 3 |
| WATFX | Filer 401K (Rollover) ⇒ WA Core Bond I (WATFX) MF | Member | $15,001 - $50,000 | p. 3 |
| FXAIX | Filer Brokerage Account (FI) ⇒ Fidelity 500 Index Fund (FXAIX) MF | Member | $15,001 - $50,000 | p. 3 |
| FIQZX | Filer Brokerage Account (FI) ⇒ Fidelity Advisor Intermediate Municipal Income Fund: Class Z (FIQZX) MF | Member | $15,001 - $50,000 | p. 3 |
| FIWEX | Filer Brokerage Account (FI) ⇒ Fidelity Advisor Municipal Income Fund: Class Z (FIWEX) MF | Member | $15,001 - $50,000 | p. 3 |
| EMXC | Filer Brokerage Account (FI) ⇒ iShares MSCI Emerging Markets ex China ETF (EMXC) EF | Member | $15,001 - $50,000 | p. 4 |
| OEF | Filer Brokerage Account (FI) ⇒ iShares S&P 100 ETF (OEF) EF | Member | $15,001 - $50,000 | p. 4 |
| IVE | Filer Brokerage Account (FI) ⇒ iShares S&P 500 Value ETF (IVE) EF | Member | $15,001 - $50,000 | p. 4 |
| SCHG | Filer Brokerage Account (FI) ⇒ Schwab U.S. Large-Cap Growth ETF (SCHG) EF | Member | $15,001 - $50,000 | p. 4 |
| TFEBX | Filer Brokerage Account (FI) ⇒ The Tax-Exempt Bond Fund of America - Class F-3 (TFEBX) MF | Member | $15,001 - $50,000 | p. 5 |
| IEFA | Filer Roth IRA ⇒ iShares Core MSCI EAFE ETF (IEFA) EF | Member | $15,001 - $50,000 | p. 5 |
| IVV | Filer Roth IRA ⇒ iShares Core S&P 500 ETF (IVV) EF | Member | $15,001 - $50,000 | p. 5 |
| DFAI | Filer Traditional IRA ⇒ Dimensional International Core Equity Market ETF (DFAI) EF | Member | $15,001 - $50,000 | p. 6 |
| IWB | Filer Traditional IRA ⇒ iShares Russell 1000 ETF (IWB) EF | Member | $15,001 - $50,000 | p. 6 |
| IXUS | Joint Brokerage Accounts (FI) ⇒ iShares Core MSCI Total International Stock ETF (IXUS) EF | Joint | $15,001 - $50,000 | p. 7 |
| none | Joint Brokerage Accounts (FI) ⇒ iShares Russell 1000 INDEX ETF EF | Joint | $15,001 - $50,000 | p. 8 |
| SCHG | Joint Brokerage Accounts (FI) ⇒ Schwab U.S. Large-Cap Growth ETF (SCHG) EF | Joint | $15,001 - $50,000 | p. 8 |
| IWX | Spouse Brokerage Account ⇒ iShares Russell Top 200 Value ETF (IWX) EF | Spouse | $15,001 - $50,000 | p. 10 |
| XLK | Spouse Brokerage Account ⇒ SPDR Select Sector Fund - Technology (XLK) EF | Spouse | $15,001 - $50,000 | p. 11 |
| IVV | Spouse Brokerage TOD Account ⇒ iShares Core S&P 500 ETF (IVV) EF | Spouse | $15,001 - $50,000 | p. 12 |
| none | Spouse Brokerage TOD Account ⇒ ISHARES TR US TREASURY BD EF | Spouse | $15,001 - $50,000 | p. 12 |
| BSIIX | Spouse Rollover IRA (V&E) ⇒ BlackRock Strategic Income Opportunities Portfolio - Institutional (BSIIX) MF | Spouse | $15,001 - $50,000 | p. 13 |
| MAHQX | Spouse Rollover IRA (V&E) ⇒ BlackRock Total Return Fund Class I (MAHQX) MF | Spouse | $15,001 - $50,000 | p. 13 |
| DFAT | Spouse Rollover IRA (V&E) ⇒ Dimensional U.S. Targeted Value ETF (DFAT) EF | Spouse | $15,001 - $50,000 | p. 13 |
| FXAIX | Spouse Rollover IRA (V&E) ⇒ Fidelity 500 Index Fund (FXAIX) MF | Spouse | $15,001 - $50,000 | p. 13 |
| FBND | Spouse Rollover IRA (V&E) ⇒ Fidelity Total Bond ETF (FBND) EF | Spouse | $15,001 - $50,000 | p. 13 |
| AGG | Spouse Rollover IRA (V&E) ⇒ iShares Core U.S. Aggregate Bond ETF (AGG) EF | Spouse | $15,001 - $50,000 | p. 13 |
| EMXC | Spouse Rollover IRA (V&E) ⇒ iShares MSCI Emerging Markets ex China ETF (EMXC) EF | Spouse | $15,001 - $50,000 | p. 13 |
| FNDF | Spouse Rollover IRA (V&E) ⇒ Schwab Fundamental International Equity ETF (FNDF) EF | Spouse | $15,001 - $50,000 | p. 14 |
| none | Brazos Bookstore LLC PS | Joint | $1,001 - $15,000 | p. 1 |
| FXAIX | AZA 401(k) ⇒ Fidelity 500 Index Fund (FXAIX) MF | Member | $1,001 - $15,000 | p. 1 |
| FCNTX | AZA 401(k) ⇒ Fidelity Contra Fund (FCNTX) MF | Member | $1,001 - $15,000 | p. 1 |
| FOSFX | AZA 401(k) ⇒ Fidelity Overseas Fund (FOSFX) MF | Member | $1,001 - $15,000 | p. 1 |
| DDVIX | AZA 401(k) ⇒ Macquarie Value Fund Institutional (DDVIX) MF | Member | $1,001 - $15,000 | p. 2 |
| none | Filer 401K (Rollover) ⇒ FID Real Estate Invs MF | Member | $1,001 - $15,000 | p. 2 |
| XCEM | Filer Brokerage Account (FI) ⇒ Columbia EM Core ex-China ETF (XCEM) EF | Member | $1,001 - $15,000 | p. 3 |
| FDRXX | Filer Brokerage Account (FI) ⇒ Fidelity Cash Reserves (FDRXX) MF | Member | $1,001 - $15,000 | p. 3 |
| EFA | Filer Brokerage Account (FI) ⇒ iShares MSCI EAFE ETF (EFA) EF | Member | $1,001 - $15,000 | p. 3 |
| IWX | Filer Brokerage Account (FI) ⇒ iShares Russell Top 200 Value ETF (IWX) EF | Member | $1,001 - $15,000 | p. 4 |
| XLF | Filer Brokerage Account (FI) ⇒ SPDR Select Sector Fund - Financial (XLF) EF | Member | $1,001 - $15,000 | p. 4 |
| XLE | Filer Brokerage Account (FI) ⇒ State Street Energy Select Sector SPDR ETF (XLE) EF | Member | $1,001 - $15,000 | p. 4 |
| XLV | Filer Brokerage Account (FI) ⇒ State Street Health Care Select Sector SPDR ETF (XLV) EF | Member | $1,001 - $15,000 | p. 4 |
| XLK | Filer Brokerage Account (FI) ⇒ State Street Technology Select Sector SPDR ETF (XLK) EF | Member | $1,001 - $15,000 | p. 5 |
| IEMG | Filer Roth IRA ⇒ iShares Core MSCI Emerging Markets ETF (IEMG) EF | Member | $1,001 - $15,000 | p. 5 |
| IJH | Filer Roth IRA ⇒ iShares Core S&P Mid-Cap ETF (IJH) EF | Member | $1,001 - $15,000 | p. 5 |
| IJR | Filer Roth IRA ⇒ iShares Core S&P Small-Cap ETF (IJR) EF | Member | $1,001 - $15,000 | p. 5 |
| BSIIX | Filer Traditional IRA ⇒ BlackRock Strategic Income Opportunities Portfolio - Institutional (BSIIX) MF | Member | $1,001 - $15,000 | p. 5 |
| MAHQX | Filer Traditional IRA ⇒ BlackRock Total Return Fund Class I (MAHQX) MF | Member | $1,001 - $15,000 | p. 5 |
| DFAE | Filer Traditional IRA ⇒ Dimensional Emerging Core Equity Market ETF (DFAE) EF | Member | $1,001 - $15,000 | p. 6 |
| DFAT | Filer Traditional IRA ⇒ Dimensional U.S. Targeted Value ETF (DFAT) EF | Member | $1,001 - $15,000 | p. 6 |
| FXAIX | Filer Traditional IRA ⇒ Fidelity 500 Index Fund (FXAIX) MF | Member | $1,001 - $15,000 | p. 6 |
| FBND | Filer Traditional IRA ⇒ Fidelity Total Bond ETF (FBND) EF | Member | $1,001 - $15,000 | p. 6 |
| AGG | Filer Traditional IRA ⇒ iShares Core U.S. Aggregate Bond ETF (AGG) EF | Member | $1,001 - $15,000 | p. 6 |
| ILCG | Filer Traditional IRA ⇒ iShares Morningstar Large-Cap Growth ETF (ILCG) EF | Member | $1,001 - $15,000 | p. 6 |
| ISCG | Filer Traditional IRA ⇒ iShares Morningstar Small-Cap Growth ETF (ISCG) EF | Member | $1,001 - $15,000 | p. 6 |
| IVE | Filer Traditional IRA ⇒ iShares S&P 500 Value ETF (IVE) EF | Member | $1,001 - $15,000 | p. 6 |
| XCEM | Joint Brokerage Accounts (FI) ⇒ Columbia EM Core ex-China ETF (XCEM) EF | Joint | $1,001 - $15,000 | p. 7 |
| DFAT | Joint Brokerage Accounts (FI) ⇒ Dimensional U.S. Targeted Value ETF (DFAT) EF | Joint | $1,001 - $15,000 | p. 7 |
| FXAIX | Joint Brokerage Accounts (FI) ⇒ Fidelity 500 Index Fund (FXAIX) MF | Joint | $1,001 - $15,000 | p. 7 |
| FIQZX | Joint Brokerage Accounts (FI) ⇒ Fidelity Advisor Intermediate Municipal Income Fund: Class Z (FIQZX) MF | Joint | $1,001 - $15,000 | p. 7 |
| FIWEX | Joint Brokerage Accounts (FI) ⇒ Fidelity Advisor Municipal Income Fund: Class Z (FIWEX) MF | Joint | $1,001 - $15,000 | p. 7 |
| none | Joint Brokerage Accounts (FI) ⇒ Fidelity Government Cash Reserves MF | Joint | $1,001 - $15,000 | p. 7 |
| OEF | Joint Brokerage Accounts (FI) ⇒ iShares S&P 100 ETF (OEF) EF | Joint | $1,001 - $15,000 | p. 8 |
| IVE | Joint Brokerage Accounts (FI) ⇒ iShares S&P 500 Value ETF (IVE) EF | Joint | $1,001 - $15,000 | p. 8 |
| FNDF | Joint Brokerage Accounts (FI) ⇒ Schwab Fundamental International Equity ETF (FNDF) EF | Joint | $1,001 - $15,000 | p. 8 |
| XLE | Joint Brokerage Accounts (FI) ⇒ SPDR Select Sector Fund - Energy Select Sector (XLE) EF | Joint | $1,001 - $15,000 | p. 8 |
| XLF | Joint Brokerage Accounts (FI) ⇒ SPDR Select Sector Fund - Financial (XLF) EF | Joint | $1,001 - $15,000 | p. 8 |
| XLV | Joint Brokerage Accounts (FI) ⇒ SPDR Select Sector Fund - Health Care (XLV) EF | Joint | $1,001 - $15,000 | p. 8 |
| XLK | Joint Brokerage Accounts (FI) ⇒ State Street Technology Select Sector SPDR ETF (XLK) EF | Joint | $1,001 - $15,000 | p. 8 |
| VEU | Joint Brokerage Accounts (FI) ⇒ Vanguard FTSE All World Ex US ETF (VEU) EF | Joint | $1,001 - $15,000 | p. 9 |
| VEA | Joint Brokerage Accounts (FI) ⇒ Vanguard FTSE Developed Markets ETF (VEA) EF | Joint | $1,001 - $15,000 | p. 9 |
| VT | Joint Brokerage Accounts (FI) ⇒ Vanguard Total World Stock Index ETF (VT) EF | Joint | $1,001 - $15,000 | p. 9 |
| none | Spouse Brokerage Account ⇒ Fidelity Government Cash Reserves MF | Spouse | $1,001 - $15,000 | p. 10 |
| IJS | Spouse Brokerage Account ⇒ iShares S&P SmallCap 600 Value ETF (IJS) EF | Spouse | $1,001 - $15,000 | p. 11 |
| FNDF | Spouse Brokerage Account ⇒ Schwab Fundamental International Equity ETF (FNDF) EF | Spouse | $1,001 - $15,000 | p. 11 |
| XLF | Spouse Brokerage Account ⇒ State Street Financial Select Sector SPDR ETF (XLF) EF | Spouse | $1,001 - $15,000 | p. 11 |
| XLV | Spouse Brokerage Account ⇒ State Street Health Care Select Sector SPDR ETF (XLV) EF | Spouse | $1,001 - $15,000 | p. 11 |
| VONV | Spouse Brokerage Account ⇒ Vanguard Russell 1000 Value ETF (VONV) EF | Spouse | $1,001 - $15,000 | p. 11 |
| USIG | Spouse Brokerage TOD Account ⇒ iShares Broad USD Investment Grade Corporate Bond ETF (USIG) EF | Spouse | $1,001 - $15,000 | p. 12 |
| none | Spouse Brokerage TOD Account ⇒ iShares Core MSCI EAFE ETF EF | Spouse | $1,001 - $15,000 | p. 12 |
| IJH | Spouse Brokerage TOD Account ⇒ iShares Core S&P Mid-Cap ETF (IJH) EF | Spouse | $1,001 - $15,000 | p. 12 |
| IJR | Spouse Brokerage TOD Account ⇒ iShares Core S&P Small-Cap ETF (IJR) EF | Spouse | $1,001 - $15,000 | p. 12 |
| IAGG | Spouse Brokerage TOD Account ⇒ iShares International Aggregate Bond Fund (IAGG) EF | Spouse | $1,001 - $15,000 | p. 12 |
| MBB | Spouse Brokerage TOD Account ⇒ iShares MBS ETF (MBB) EF | Spouse | $1,001 - $15,000 | p. 12 |
| SCHF | Spouse Brokerage TOD Account ⇒ Schwab International Equity ETF (SCHF) EF | Spouse | $1,001 - $15,000 | p. 12 |
| SPEM | Spouse Brokerage TOD Account ⇒ SPDR Index Shares Fund SPDR Portfolio Emerging Markets ETF (SPEM) EF | Spouse | $1,001 - $15,000 | p. 12 |
| FDRXX | Spouse Rollover IRA (V&E) ⇒ Fidelity Cash Reserves (FDRXX) MF | Spouse | $1,001 - $15,000 | p. 13 |
| IVE | Spouse Rollover IRA (V&E) ⇒ iShares S&P 500 Value ETF (IVE) EF | Spouse | $1,001 - $15,000 | p. 14 |
| XLE | Spouse Rollover IRA (V&E) ⇒ State Street Energy Select Sector SPDR ETF (XLE) EF | Spouse | $1,001 - $15,000 | p. 14 |
| SPAXX | Filer 401K (Rollover) ⇒ FID Ret Govt MM (SPAXX) MF | Member | $1 - $1,000 | p. 2 |
| ISCG | Filer Brokerage Account (FI) ⇒ iShares Morningstar Small-Cap Growth ETF (ISCG) EF | Member | $1 - $1,000 | p. 3 |
| ISCG | Filer Brokerage Account (FI) ⇒ iShares Morningstar Small-Cap Growth ETF (ISCG) EF | Member | $1 - $1,000 | p. 3 |
| FDRXX | Filer Roth IRA ⇒ Fidelity Cash Reserves (FDRXX) MF | Member | $1 - $1,000 | p. 5 |
| FDRXX | Filer Traditional IRA ⇒ Fidelity Cash Reserves (FDRXX) MF | Member | $1 - $1,000 | p. 6 |
| VMFXX | Joint Brokerage Accounts (VA) ⇒ Vanguard Money Market Reserves Federal Money Market Fund (VMFXX) MF | Joint | $1 - $1,000 | p. 9 |
| VMFXX | Joint Brokerage Accounts (VA) ⇒ Vanguard Money Market Reserves Federal Money Market Fund (VMFXX) MF | Joint | $1 - $1,000 | p. 9 |
| FXAIX | Spouse Brokerage Account ⇒ Fidelity 500 Index Fund (FXAIX) MF | Spouse | $1 - $1,000 | p. 10 |
| VT | Spouse Brokerage Account ⇒ Vanguard Total World Stock Index ETF (VT) EF | Spouse | $1 - $1,000 | p. 11 |
| none | Spouse Brokerage TOD Account ⇒ Fidelity Government Cash Reserves MF | Spouse | $1 - $1,000 | p. 11 |
| USHY | Spouse Brokerage TOD Account ⇒ iShares Broad USD High Yield Corporate Bond ETF (USHY) EF | Spouse | $1 - $1,000 | p. 11 |
| ISTB | Spouse Brokerage TOD Account ⇒ iShares Core 1-5 Year USD Bond ETF (ISTB) EF | Spouse | $1 - $1,000 | p. 12 |
| BINC | Spouse Brokerage TOD Account ⇒ iShares Flexible Income Active ETF (BINC) EF | Spouse | $1 - $1,000 | p. 12 |
| IEMG | Filer Brokerage Account (FI) ⇒ iShares Core MSCI Emerging Markets ETF (IEMG) EF | Member | None | p. 3 |
| EFG | Filer Brokerage Account (FI) ⇒ iShares MSCI EAFE Growth ETF (EFG) EF | Member | None | p. 3 |
| MUB | Filer Brokerage Account (FI) ⇒ iShares National Muni Bond ETF (MUB) EF | Member | None | p. 4 |
| IWN | Filer Brokerage Account (FI) ⇒ iShares Russell 2000 Value ETF (IWN) EF | Member | None | p. 4 |
| IWP | Filer Brokerage Account (FI) ⇒ iShares Russell Midcap Growth ETF (IWP) EF | Member | None | p. 4 |
| IWL | Filer Brokerage Account (FI) ⇒ iShares Russell Top 200 ETF (IWL) EF | Member | None | p. 4 |
| VWIUX | Filer Brokerage Account (FI) ⇒ Vanguard Intermediate-Term Tax-Exempt Fd Admiral Shs (VWIUX) MF | Member | None | p. 5 |
| VTEB | Filer Brokerage Account (FI) ⇒ Vanguard Tax-Exempt Bond ETF (VTEB) EF | Member | None | p. 5 |
| MADCX | Filer Traditional IRA ⇒ BlackRock Emerging Markets Fund Class I (MADCX) MF | Member | None | p. 5 |
| EFG | Filer Traditional IRA ⇒ iShares MSCI EAFE Growth ETF (EFG) EF | Member | None | p. 6 |
| EMXC | Filer Traditional IRA ⇒ iShares MSCI Emerging Markets ex China ETF (EMXC) EF | Member | None | p. 6 |
| IWL | Filer Traditional IRA ⇒ iShares Russell Top 200 ETF (IWL) EF | Member | None | p. 6 |
| FNDF | Filer Traditional IRA ⇒ Schwab Fundamental International Equity ETF (FNDF) EF | Member | None | p. 7 |
| VEA | Filer Traditional IRA ⇒ Vanguard FTSE Developed Markets ETF (VEA) EF | Member | None | p. 7 |
| none | Joint Brokerage Accounts (FI) ⇒ BLACKROCK EMERGING MARKETS FD INC MF | Joint | None | p. 7 |
| FPADX | Joint Brokerage Accounts (FI) ⇒ Fidelity Emerging Markets Index Fund (FPADX) MF | Joint | None | p. 7 |
| EFG | Joint Brokerage Accounts (FI) ⇒ iShares MSCI EAFE Growth ETF (EFG) EF | Joint | None | p. 7 |
| none | Joint Brokerage Accounts (FI) ⇒ iShares MSCI Emr Mrk Ex China MF | Joint | None | p. 7 |
| MUB | Joint Brokerage Accounts (FI) ⇒ iShares National Muni Bond ETF (MUB) EF | Joint | None | p. 8 |
| IWX | Joint Brokerage Accounts (FI) ⇒ iShares Russell Top 200 Value ETF (IWX) EF | Joint | None | p. 8 |
| MUNI | Joint Brokerage Accounts (FI) ⇒ PIMCO Intermediate Municipal Bond Active Exchange- Traded Fund (MUNI) EF | Joint | None | p. 8 |
| SCHF | Joint Brokerage Accounts (FI) ⇒ Schwab International Equity ETF (SCHF) EF | Joint | None | p. 8 |
| VWIUX | Joint Brokerage Accounts (FI) ⇒ Vanguard Intermediate-Term Tax-Exempt Fd Admiral Shs (VWIUX) MF | Joint | None | p. 9 |
| VTEB | Joint Brokerage Accounts (FI) ⇒ Vanguard Tax-Exempt Bond ETF (VTEB) EF | Joint | None | p. 9 |
| WFPMBX | Spouse 401K (FH) ⇒ CIT: flexPATH Index+ Moderate 2025 Fund Class R1 (WFPMBX) MF | Spouse | None | p. 10 |
| MKDCX | Spouse Brokerage Account ⇒ BlackRock Emerging Markets Fund, Inc. - Class K (MKDCX) MF | Spouse | None | p. 10 |
| none | Spouse Brokerage Account ⇒ iShares Core S&P Mid-Cap ETF EF | Spouse | None | p. 10 |
| none | Spouse Brokerage Account ⇒ iShares MSCI USA Quality Factor ETF EF | Spouse | None | p. 10 |
| none | Spouse Brokerage Account ⇒ ISHARES NATIONAL MUNI BOND ETF EF | Spouse | None | p. 10 |
| IVE | Spouse Brokerage Account ⇒ iShares S&P 500 Value ETF (IVE) EF | Spouse | None | p. 10 |
| none | Spouse Brokerage Account ⇒ ISHARES TR EAFE GRWTH EF | Spouse | None | p. 11 |
| VEA | Spouse Brokerage Account ⇒ Vanguard FTSE Developed Markets ETF (VEA) EF | Spouse | None | p. 11 |
| VTEB | Spouse Brokerage Account ⇒ Vanguard Tax-Exempt Bond ETF (VTEB) EF | Spouse | None | p. 11 |
| FGBMX | Spouse Brokerage TOD Account ⇒ Fidelity New Markets Income Fund Class Z (FGBMX) MF | Spouse | None | p. 11 |
| JPMB | Spouse Brokerage TOD Account ⇒ JPMorgan USD Emerging Markets Sovereign Bond ETF (JPMB) EF | Spouse | None | p. 12 |
| MADCX | Spouse Rollover IRA (V&E) ⇒ BlackRock Emerging Markets Fund Class I (MADCX) MF | Spouse | None | p. 13 |
| EFG | Spouse Rollover IRA (V&E) ⇒ iShares MSCI EAFE Growth ETF (EFG) EF | Spouse | None | p. 13 |
| IWB | Spouse Rollover IRA (V&E) ⇒ iShares Russell 1000 ETF (IWB) EF | Spouse | None | p. 13 |
| IWL | Spouse Rollover IRA (V&E) ⇒ iShares Russell Top 200 ETF (IWL) EF | Spouse | None | p. 13 |
12 other assets on this report (bank accounts, real property, retirement plans, private businesses and similar) are not securities and are not listed here. They are on the filing.
1 row(s) on this report give no value band (for example “Undetermined”) and are left out.
Transactions
Every row on this member's periodic transaction reports filed in 2025 and 2026.
Sorted by the lower bound of the disclosed amount band, largest band first, then by transaction date, newest first. Each row links to the page of the filing it came from.
| Ticker | Asset | Owner | Type | Transaction date | Amount band | Filed |
|---|---|---|---|---|---|---|
| GOOGL | Alphabet Inc. - Class A Common Stock (GOOGL) ST | Member | S (partial) | April 8, 2026 | $1,001 - $15,000 | May 1, 2026 filing 20034413, p. 1 |
| AMP | Ameriprise Financial, Inc. Common Stock (AMP) ST | Member | S (partial) | April 8, 2026 | $1,001 - $15,000 | May 1, 2026 filing 20034413, p. 1 |
| AAPL | Apple Inc. - Common Stock (AAPL) ST | Member | S (partial) | April 8, 2026 | $1,001 - $15,000 | May 1, 2026 filing 20034413, p. 1 |
| ETN | Eaton Corporation, PLC Ordinary Shares (ETN) ST | Member | S (partial) | April 8, 2026 | $1,001 - $15,000 | May 1, 2026 filing 20034413, p. 1 |
| LLY | Eli Lilly and Company Common Stock (LLY) ST | Member | S (partial) | April 8, 2026 | $1,001 - $15,000 | May 1, 2026 filing 20034413, p. 1 |
| JPM | JP Morgan Chase & Co. Common Stock (JPM) ST | Member | S (partial) | April 8, 2026 | $1,001 - $15,000 | May 1, 2026 filing 20034413, p. 2 |
| KLAC | KLA Corporation - Common Stock (KLAC) ST | Member | S (partial) | April 8, 2026 | $1,001 - $15,000 | May 1, 2026 filing 20034413, p. 2 |
| MCK | McKesson Corporation Common Stock (MCK) ST | Member | S (partial) | April 8, 2026 | $1,001 - $15,000 | May 1, 2026 filing 20034413, p. 2 |
| MSFT | Microsoft Corporation - Common Stock (MSFT) ST | Member | S (partial) | April 8, 2026 | $1,001 - $15,000 | May 1, 2026 filing 20034413, p. 2 |
| NVDA | NVIDIA Corporation - Common Stock (NVDA) ST | Member | S (partial) | April 8, 2026 | $1,001 - $15,000 | May 1, 2026 filing 20034413, p. 2 |
| PWR | Quanta Services, Inc. Common Stock (PWR) ST | Member | S (partial) | April 8, 2026 | $1,001 - $15,000 | May 1, 2026 filing 20034413, p. 2 |
Type is printed as on the filing: P purchase, S sale, S (partial) partial sale, E exchange. Owner as on the filing: Spouse (SP), Joint (JT), Dependent child (DC); blank means the member.
Filings on record
Everything the House Clerk lists for this member in the 2024–2026 indexes, newest first.
- August 9, 2026 Annual report (FD Original) (2025), filing 10076222 itemised above
- May 1, 2026 Periodic transaction report (2026), filing 20034413 itemised above
- April 27, 2026 Extension request (2025), filing 30027140
- August 11, 2025 Annual report (FD Original) (2024), filing 10067427
- May 6, 2025 Extension request (2024), filing 30023100
Discussion
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