40trades · $23.3M est.
78%
disclosed on time · 9 late, worst 4d over
$14.5Mest. assets · Termination
Since nomination
Nominee 278 (05/26/2021) vs TerminationDivested
81 positions · $9.1M est.| Asset | Account | Owner | Value at nomination |
|---|---|---|---|
| FedEx Stock | Employment assets | Self | $1M – $5M |
| FedEx, stock options (not yet exercised), vested | Employment assets | Self | $1M – $5M |
| Securonix, vested stock options | Employment assets | Self | $500K – $1M |
| Paladin Cyber Investors LP, carried interest; 2% percent of the 1% GP profits interest. | Employment assets | Self | $250K – $500K |
| Blackpoint Cyber Stock Options (vested) | Employment assets | Self | $100K – $250K |
| FedEx, stock options (not yet exercised), unvested | Employment assets | Self | $100K – $250K |
| Paladin Investors III LP, carried interest; .25 percent of the 1% GP profits interest in 10X Genomics | Employment assets | Self | $100K – $250K |
| House (Mesa AZ) | Other assets | — | $100K – $250K |
| Huntington Stock (HBAN) (held jointly with spouse) | Other assets | — | $100K – $250K |
| FedEx Stock (held jointly with spouse) | Other assets | — | $100K – $250K |
| Schwab Target 2030 Fund | Employment assets | Self | $50K – $100K |
| GEBA Stable Value Fund | Employment assets | Self | $50K – $100K |
| AT&T Inc. Stock | Other assets | — | $50K – $100K |
| House (20% share), Haugue, Virginia | Other assets | — | $50K – $100K |
| Apple, Inc. AAPL | Other assets | — | $50K – $100K |
| Walmart Stock | Employment assets | Self | $15K – $50K |
| Huntington Bancshares, anticipated director fees: cash receivable | Employment assets | Self | $15K – $50K |
| HawkEye 360 unvested stock options | Employment assets | Self | $15K – $50K |
| Schwab Target 2030 Fund | Spouse's assets | Spouse | $15K – $50K |
| U.S. investment account (cash) | Spouse's assets | Spouse | $15K – $50K |
| Walmart Stock | Other assets | — | $15K – $50K |
| USAA Managed Allocation Fund UMAFX | Other assets | — | $15K – $50K |
| USAA Precious Metals & Minerals Fund Fund Class Shares USAGX | Other assets | — | $15K – $50K |
| Verizon Communications, Inc. VZ | Other assets | — | $15K – $50K |
| Schwab Municipal Money Fund Investor Class Shares SWTXX | Employment assets | Self | $1K – $15K |
| Vanguard Interm Bond Idx Adm | Employment assets | Self | $1K – $15K |
| BlackRock Low Dur Bnd Instl | Employment assets | Self | $1K – $15K |
| Morgan Stanley Adv Large Gr | Employment assets | Self | $1K – $15K |
| Securian AM S&P 500/Citigrp Vl | Employment assets | Self | $1K – $15K |
| Hood River Sm-Cap Gr Instl | Employment assets | Self | $1K – $15K |
| Wells Fargo Special Sml Cp Val | Employment assets | Self | $1K – $15K |
| TIAA-CREF Intl Eq Idx Instl | Employment assets | Self | $1K – $15K |
| American Funds Capital Income Builder Class A Shares CAIBX | Employment assets | Self | $1K – $15K |
| American Funds Growth Fund of America Class A Shares AGTHX | Employment assets | Self | $1K – $15K |
| Vanguard Energy Fund Investor Shares VGENX | Employment assets | Self | $1K – $15K |
| Trinity Cyber LLC (Network Threat Detection and Prevention), vested stock options | Employment assets | Self | $1K – $15K |
| Penn State Advanced Research Laboratory, anticipated director fees: cash receivable | Employment assets | Self | $1K – $15K |
| Securonix, anticipated director fees: cash receivable | Employment assets | Self | $1K – $15K |
| HawkEye 360 vested stock options | Employment assets | Self | $1K – $15K |
| CalypsoAI Corp (artificial intelligency cybersecurity company) | Employment assets | Self | $1K – $15K |
| Nisos Holdings, Inc. (technology-enabled cyber security services and investigations company) | Employment assets | Self | $1K – $15K |
| Vequrity, Inc, dba Range Force (cyber security training), vested stock options | Employment assets | Self | $1K – $15K |
| Elliptic Enterprises, Ltd. (blockchain analytics, training and certification services company) | Employment assets | Self | $1K – $15K |
| Expel, Inc. (managed security service provider) | Employment assets | Self | $1K – $15K |
| Inscripta, Inc (digital genome engineering company) | Employment assets | Self | $1K – $15K |
| RiskLens, Inc. (cyber risk quantification software) | Employment assets | Self | $1K – $15K |
| Ursa Space Systems, Inc. (Space 3.0 analytics-as-a-service company) | Employment assets | Self | $1K – $15K |
| Boldend, Inc. (cyberspace defense contractor) | Employment assets | Self | $1K – $15K |
| Secure Code Warrior Limited (software development company) | Employment assets | Self | $1K – $15K |
| Vequrity, Inc, dba Range Force (cyber security training company) | Employment assets | Self | $1K – $15K |
| U.S. credit union #1 (cash) | Other assets | — | $1K – $15K |
| U.S. bank #5 (cash) | Other assets | — | $1K – $15K |
| Citibank UK Savings/Checking | Other assets | — | $1K – $15K |
| U.S. bank #6 (cash) | Other assets | — | $1K – $15K |
| Duke Energy Stock DUK | Other assets | — | $1K – $15K |
| Enbridge Stock ENB | Other assets | — | $1K – $15K |
| Phillip Morris Stock PM | Other assets | — | $1K – $15K |
| Under Armour Stock UAA | Other assets | — | $1K – $15K |
| T Rowe Price Government Money Fund, Inc PRRXX | Employment assets | Self | Under $1K |
| Vanguard Cash Reserves Federal Money Market Fund | Employment assets | Self | Under $1K |
| Maryland-National Capital Region Emergency Response System (anticipated honorarium) - April 28, 2021 | Employment assets | Self | Under $1K |
| dq Technologies AG (software company) | Employment assets | Self | Under $1K |
| Hack the Box Ltd (cyber security training) | Employment assets | Self | Under $1K |
| Vectrix Security, Inc. (cloud and cyber security company) | Employment assets | Self | Under $1K |
| Basilard Biotech, Inc. (cell-based therapies engineering company) | Employment assets | Self | Under $1K |
| Edifice Health, Inc. (healthcare technology systems development company) | Employment assets | Self | Under $1K |
| IriusRisk, S.L. (enables organizations to build software designed with security best practices) | Employment assets | Self | Under $1K |
| Paladin Cyber Investors II LP, carried interest; 3% of the GP’s 1% of profit. | Employment assets | Self | Under $1K |
| Digital Shadows, Inc. (digital risk protection company) | Employment assets | Self | Under $1K |
| General Automation Lab Technologies, Inc ( microbiological technology development company) | Employment assets | Self | Under $1K |
| RiskSense, Inc. (pro-active cyber risk management) | Employment assets | Self | Under $1K |
| Karamba Security, Inc (autonomous cybersecurity solutions company) | Employment assets | Self | Under $1K |
| Panaseer, Ltd. (cyber security solutions company) | Employment assets | Self | Under $1K |
| Cyberhedge Europe Sarl (stealth security company) | Employment assets | Self | Under $1K |
| Teraki GmbH (data processing software company) | Employment assets | Self | Under $1K |
| DP Organizer AB (data protection management company) | Employment assets | Self | Under $1K |
| Scythe, Inc. (application software design and development company) | Employment assets | Self | Under $1K |
| GreyNoise Intelligence, Inc. (cyber security product company) | Employment assets | Self | Under $1K |
| Net Abstraction, Inc (internet and cyber security firm) | Employment assets | Self | Under $1K |
| Dashbird, Inc. (monitoring and intelligence platform company) | Employment assets | Self | Under $1K |
| Frontier Communications Stock FTRCQ | Other assets | — | Under $1K |
Held at termination
40 positions · $6.5M est.| Asset | Account | Owner | At nomination | Latest value |
|---|---|---|---|---|
| U.S. Bank #2 (cash) | Other assets | — | $500K – $1M | $1M – $5M |
| Huntington Bancshares Inc., vested deferred stock units | Employment assets | Self | $500K – $1M | $500K – $1M |
| U.S. Bank #1 (cash) | Other assets | — | $500K – $1M | $250K – $500K |
| T Rowe Price Retirement 2030 Fund TRRCX | Employment assets | Self | $250K – $500K | $250K – $500K |
| U.S. Bank #5 (cash) | Other assets | — | $250K – $500K | $100K – $250K |
| USAA 500 Index Fund Reward Shares USPRX | Other assets | — | $100K – $250K | $100K – $250K |
| USAA Tax-Exempt Intermediate-Term Fund Fund Class Shares USATX | Other assets | — | $100K – $250K | $100K – $250K |
| Schwab Target 2030 Fund SWDRX | Other assets | — | $100K – $250K | $100K – $250K |
| USAA Small Cap Stock Fund Fund Class Shares USCAX | Other assets | — | $100K – $250K | $100K – $250K |
| USAA Income Stock Fund Fund Class Shares USISX | Other assets | — | $100K – $250K | $100K – $250K |
| Federated Kaufmann Fund Class R Shares KAUFX | Other assets | — | $100K – $250K | $100K – $250K |
| Schwab S&P 500 Index Fund SWPPX | Employment assets | Self | $50K – $100K | $50K – $100K |
| USAA Target Retirement 2030 Fund URTRX | Other assets | — | $50K – $100K | $50K – $100K |
| USAA Cornerstone Moderate Fund USBSX | Other assets | — | $50K – $100K | $50K – $100K |
| Condominium (50% share - Sao Paulo BR) | Other assets | — | $50K – $100K | $50K – $100K |
| U.S. Bank Cash | Employment assets | Self | $50K – $100K | $15K – $50K |
| Schwab S&P 500 Index Fund SWPPX | Other assets | — | $50K – $100K | $15K – $50K |
| USAA Aggressive Growth Fund Fund Class Shares USAUX | Other assets | — | $15K – $50K | $15K – $50K |
| USAA Growth Fund Fund Class Shares USAAX | Other assets | — | $15K – $50K | $15K – $50K |
| USAA Tax-Exempt Long-Term Fund Fund Class Shares USTEX | Other assets | — | $15K – $50K | $15K – $50K |
| USAA International Fund Fund Class Shares USIFX | Other assets | — | $15K – $50K | $15K – $50K |
| USAA Cornerstone Moderately Aggressive Fund USCRX | Other assets | — | $15K – $50K | $15K – $50K |
| Vanguard High-Yield Tax-Exempt Fund Investor Shares VWAHX | Other assets | — | $15K – $50K | $15K – $50K |
| Vanguard Growth and Income Fund VGIAX | Other assets | — | $15K – $50K | $15K – $50K |
| Vanguard MidCap Fund VIMAX | Other assets | — | $15K – $50K | $15K – $50K |
| U.S. Bank #3 (cash) | Other assets | — | $100K – $250K | $1K – $15K |
| U.S. Bank #4 (cash) | Other assets | — | $50K – $100K | $1K – $15K |
| GEBA Stable Value Fund | Spouse's assets | Spouse | $1K – $15K | $1K – $15K |
| USAA Tax-Exempt Short-Term Fund Fund Class Shares USSTX | Other assets | — | $1K – $15K | $1K – $15K |
| Schwab Municipal Money Fund Investor Class Shares SWTXX | Other assets | — | $1K – $15K | $1K – $15K |
| Vanguard 500 Index Fund Admiral Shares VFIAX | Other assets | — | $1K – $15K | $1K – $15K |
| Vanguard Growth & Income Fund Investor Shares VQNPX | Other assets | — | $1K – $15K | $1K – $15K |
| Vanguard Total International Stock Index Fund Admiral Shares VTIAX | Other assets | — | $1K – $15K | $1K – $15K |
| Investment Company of America Class A Shares AIVSX | Other assets | — | $1K – $15K | $1K – $15K |
| Vanguard Bond Index Fund VBIRX | Other assets | — | $1K – $15K | $1K – $15K |
| Vanguard S&P 500 Fund VFIAX | Other assets | — | $1K – $15K | $1K – $15K |
| Vanguard Target Retirement Fund VTINX | Other assets | — | $1K – $15K | $1K – $15K |
| USAA Emerging Markets Fund Fund Class Shares USEMX | Other assets | — | $1K – $15K | $1K – $15K |
| Vanguard GNMA Investor Shares VFIIX | Other assets | — | $1K – $15K | $1K – $15K |
| Vanguard/Wellington Fund, Inc Investor Shares VWELX | Other assets | — | $1K – $15K | $1K – $15K |
New positions
37 positions · $8.1M est.| Asset | Account | Owner | Latest value |
|---|---|---|---|
| U.S. Brokerage (cash) | Other assets | — | $1M – $5M |
| Schwab Target 2030 Index Fund SWYEX | Other assets | — | $500K – $1M |
| SPDR NUVEEN Bloomberg Barclays Short Term Municipal Bond ETF | Other assets | — | $250K – $500K |
| iShares National Muni Bond ETF MUB | Other assets | — | $250K – $500K |
| Vanguard Intermediate-Term Tax-Exempt Fund Admiral Shares VWIUX | Other assets | — | $250K – $500K |
| Vanguard Limited-Term Tax-Exempt Fund Admiral Shares VMLUX | Other assets | — | $250K – $500K |
| Huntington Bancshares, Inc., deferred compensation | Employment assets | Self | $100K – $250K |
| Residential real estate, Mesa, AZ | Other assets | — | $100K – $250K |
| Dimensional US Targeted Value ETF | Other assets | — | $100K – $250K |
| Partial interest in inherited house in Coles Point, VA | Other assets | — | $100K – $250K |
| Vanguard 2030 Fund VTHRX | Spouse's assets | Spouse | $100K – $250K |
| Huntington Bancshares, Inc. HBAN | Other assets | — | $100K – $250K |
| US Treasury Money Fund PRTXX | Other assets | — | $100K – $250K |
| iShares Edge MSCI USA Momentum Factor ETF MTUM | Other assets | — | $100K – $250K |
| iShares Edge MSCI USA Quality Factor ETF QUAL | Other assets | — | $100K – $250K |
| iShares Select Dividend ETF DVY | Other assets | — | $100K – $250K |
| Vanguard International High Dividend Yield Index Fund ETF Shares VYMI | Other assets | — | $100K – $250K |
| DFA US Large Company I DFUSX | Other assets | — | $100K – $250K |
| Government Employees Benefit Association Certificate of Deposit Account | Other assets | — | $50K – $100K |
| House (20% share), Hague, VA | Other assets | — | $50K – $100K |
| Schwab Target 2030 SWDRX | Employment assets | Self | $50K – $100K |
| iShares Edge MSCI USA Value Factor ETF VLUE | Other assets | — | $50K – $100K |
| iShares Russell 1000 Growth ETF IWF | Other assets | — | $50K – $100K |
| iShares Edge MSCI Intl Momentum Factor ETF IMTM | Other assets | — | $50K – $100K |
| iShares Edge MSCI Intl Quality Factor ETF IQLT | Other assets | — | $50K – $100K |
| Securian 2030 fund | Employment assets | Self | $15K – $50K |
| U.S. brokerage money market account (cash) | Spouse's assets | Spouse | $15K – $50K |
| Schwab 2030 Fund SWDRX | Spouse's assets | Spouse | $15K – $50K |
| T Rowe Price Equity Income Fund PRFDX | Other assets | — | $15K – $50K |
| U.S. brokerage money market account (cash) | Other assets | — | $1K – $15K |
| Citibank UK (Cash) | Other assets | — | $1K – $15K |
| Growth Fund of America | Other assets | — | $1K – $15K |
| MD College Investment Plan #1 | Other assets | — | $1K – $15K |
| MD College Investment Plan #2 | Other assets | — | $1K – $15K |
| T Rowe Price Capital Appreciation Fund PRWCX | Other assets | — | $1K – $15K |
| T Rowe Price Value Fund, Inc TRVLX | Other assets | — | $1K – $15K |
| Vanguard Cash Reserves | Other assets | — | Under $1K |
Positions are matched between the two reports by exact name, first within the same account, then across accounts, then by ticker; rows matching nothing are listed as divested or new. Estimates are band midpoints.
Stock trades
| Asset | Type | Amount | Owner | Traded | Disclosed |
|---|---|---|---|---|---|
| SWYEX Schwab Target 2030 Index Fund | Buy | $500K – $1M | Self | Oct 25, 2021 | filing ↗ |
| VWIUX Vanguard Intermediate-Term Tax-Exempt Fund Admiral Shares | Buy | $250K – $500K | Self | Oct 22, 2021 | filing ↗ |
| VMLUX Vanguard Limited-Term Tax-Exempt Fund Admiral Shares | Buy | $250K – $500K | Self | Oct 22, 2021 | filing ↗ |
| DFUSX US Large Company Portfolio Institutional Class Shares | Buy | $100K – $250K | Self | Oct 22, 2021 | filing ↗ |
| VYMI Vanguard International High Dividend Yield Index Fund ETF Shares | Buy | $100K – $250K | Self | Oct 22, 2021 | filing ↗ |
| IMTM iShares Edge MSCI Intl Momentum Factor ETF | Buy | $50K – $100K | Self | Oct 22, 2021 | filing ↗ |
| IQLT iShares Edge MSCI Intl Quality Factor ETF | Buy | $50K – $100K | Self | Oct 22, 2021 | filing ↗ |
| QUAL ISHARES MSCI USA QLTY FACT ETF IV | Buy | $100K – $250K | Self | Oct 22, 2021 | filing ↗ |
| VLUE iShares Edge MSCI USA Value Factor ETF | Buy | $50K – $100K | Self | Oct 22, 2021 | filing ↗ |
| MTUM iShares Edge MSCI USA Momentum Factor ETF | Buy | $100K – $250K | Self | Oct 22, 2021 | filing ↗ |
| IWF iShares Russell 1000 Growth ETF | Buy | $50K – $100K | Self | Oct 22, 2021 | filing ↗ |
| DVY iShares Select Dividend ETF | Buy | $100K – $250K | Self | Oct 22, 2021 | filing ↗ |
| MUB iShares National Muni Bond ETF | Buy | $250K – $500K | Self | Oct 22, 2021 | filing ↗ |
| DFAT dimensional U S Targeted Value ETF | Buy | $100K – $250K | Self | Oct 22, 2021 | filing ↗ |
| SHM SPDRNuveen Bloomberg Barclays Short Term Municipal Bond ETF | Buy | $100K – $250K | Self | Oct 22, 2021 | filing ↗ |
| SWRSX Schwab Treasury Inflation Protected Securities Index Fund | Buy | $1M – $5M | Self | Oct 13, 2021 | filing ↗ |
| SWRSX Schwab Treasury Inflation Protected Securities Index Fund | Buy | $1M – $5M | Self | Oct 5, 2021 | filing ↗ |
| FDX FedEx Corp. | Sell | $100K – $250K | Self | Aug 31, 2021 | filing ↗ |
| Paladin Cyber Investors LP | Sell | $500K – $1M | Self | Aug 27, 2021 | filing ↗ |
| Paladin Cyber Investors III Carried Interest | Sell | $100K – $250K | Self | Aug 26, 2021 | filing ↗ |
| Paladin Cyber Investors II LP (and Carried Interest) | Sell | $15K – $50K | Self | Aug 26, 2021 | filing ↗ |
| Vequrity (dba Range Force) | Sell | $15K – $50K | Self | Aug 19, 2021 | filing ↗ |
| FDX FedEx Corp. | Sell | $1M – $5M | Self | Aug 16, 2021 | filing ↗ |
| FDX FedEx Corp. | Sell | $1M – $5M | Self | Aug 16, 2021 | filing ↗ |
| Hawkeye 360 | Sell | $1K – $15K | Self | Aug 10, 2021 | filing ↗ |
| Securonix | Sell | $1M – $5M | Self | Aug 5, 2021 | filing ↗ |
| Securonix Shares | Sell | $1M – $5M | Self | Aug 5, 2021 | filing ↗ |
| USAGX USAA Precious Metals & Minerals Fund Fund Class Shares | Sell | $15K – $50K | Self | Jul 30, 2021 | filing ↗ |
| WMT Walmart, Inc. | Sell | $15K – $50K | Self | Jul 30, 2021 | filing ↗ |
| WMT Walmart, Inc. | Sell | $15K – $50K | Self | Jul 30, 2021 | filing ↗ |
| AAPL Apple, Inc. | Sell | $50K – $100K | Self | Jul 30, 2021 | filing ↗ |
| VZ Verizon Communications, Inc. | Sell | $15K – $50K | Self | Jul 29, 2021 | 1d late filing ↗ |
| UAA Under Armour, Inc. | Sell | $1K – $15K | Self | Jul 29, 2021 | 1d late filing ↗ |
| UA Under Armour, Inc. | Sell | $1K – $15K | Self | Jul 27, 2021 | 3d late filing ↗ |
| ENB Enbridge Stock | Sell | $1K – $15K | Self | Jul 27, 2021 | 3d late filing ↗ |
| PM Phillip Morris Stock | Sell | $1K – $15K | Self | Jul 27, 2021 | 3d late filing ↗ |
| T AT&T Stock | Sell | $50K – $100K | Self | Jul 27, 2021 | 3d late filing ↗ |
| DUK Duke Energy Corp. | Sell | $1K – $15K | Self | Jul 27, 2021 | 3d late filing ↗ |
| Blackpoint Cyber Options | Sell | $250K – $500K | Self | Jul 27, 2021 | 3d late filing ↗ |
| VGENX Vanguard Energy Fund Investor Shares | Sell | $1K – $15K | Self | Jul 26, 2021 | 4d late filing ↗ |
Asset holdings
Termination · filed —All positions
88 positions| Asset | Owner | Value | Income |
|---|---|---|---|
| Roth IRA #1 | Self | — | — |
| Schwab S&P 500 Index Fund SWPPX | Self | $50K – $100K | $1K – $2.5K |
| Schwab Target 2030 SWDRX | Self | $50K – $100K | $1K – $2.5K |
| U.S. Bank Cash | Self | $15K – $50K | — |
| SEP IRA | Self | — | — |
| T Rowe Price Retirement 2030 Fund TRRCX | Self | $250K – $500K | — |
| Paladin Capital Group 401(k) Plan | Self | — | — |
| Securian 2030 fund | Self | $15K – $50K | — |
| Huntington Bancshares Inc., vested deferred stock units | Self | $500K – $1M | Dividends · $2.5K – $5K |
| Huntington Bancshares, Inc., deferred compensation | Self | $100K – $250K | $1K – $2.5K |
| American Gas Association Retirement Account | Spouse | — | — |
| Vanguard 2030 Fund VTHRX | Spouse | $100K – $250K | $1K – $2.5K |
| Roth IRA Fund | Spouse | — | — |
| Schwab 2030 Fund SWDRX | Spouse | $15K – $50K | — |
| U.S. brokerage money market account (cash) | Spouse | $15K – $50K | — |
| Individual Retirement Account | Spouse | — | — |
| GEBA Stable Value Fund | Spouse | $1K – $15K | — |
| American Gas Association, defined benefit plan (value not readily ascertainable) | Spouse | — | Retirement Payments, $500 per month for life |
| Residential real estate, Mesa, AZ | — | $100K – $250K | Rent or Royalties · $5K – $15K |
| U.S. Bank #1 (cash) | — | $250K – $500K | — |
| U.S. Bank #2 (cash) | — | $1M – $5M | Interest · $15K – $50K |
| Government Employees Benefit Association Certificate of Deposit Account | — | $50K – $100K | Interest · $201 – $1K |
| Citibank UK (Cash) | — | $1K – $15K | — |
| U.S. Bank #3 (cash) | — | $1K – $15K | — |
| U.S. Bank #4 (cash) | — | $1K – $15K | $201 – $1K |
| U.S. Bank #5 (cash) | — | $100K – $250K | — |
| U.S. Brokerage (cash) | — | $1M – $5M | — |
| Vanguard 500 Index Fund Admiral Shares VFIAX | — | $1K – $15K | $201 – $1K |
| Huntington Bancshares, Inc. HBAN | — | $100K – $250K | Interest · $1K – $2.5K |
| Vanguard GNMA Investor Shares VFIIX | — | $1K – $15K | — |
| Vanguard Growth & Income Fund Investor Shares VQNPX | — | $1K – $15K | $201 – $1K |
| Vanguard Total International Stock Index Fund Admiral Shares VTIAX | — | $1K – $15K | — |
| Vanguard High-Yield Tax-Exempt Fund Investor Shares VWAHX | — | $15K – $50K | $201 – $1K |
| Vanguard/Wellington Fund, Inc Investor Shares VWELX | — | $1K – $15K | — |
| T Rowe Price Capital Appreciation Fund PRWCX | — | $1K – $15K | — |
| T Rowe Price Equity Income Fund PRFDX | — | $15K – $50K | $201 – $1K |
| US Treasury Money Fund PRTXX | — | $100K – $250K | — |
| T Rowe Price Value Fund, Inc TRVLX | — | $1K – $15K | — |
| Schwab Target 2030 Index Fund SWYEX | — | $500K – $1M | $5K – $15K |
| Dimensional US Targeted Value ETF | — | $100K – $250K | $1K – $2.5K |
| iShares Edge MSCI USA Momentum Factor ETF MTUM | — | $100K – $250K | $1K – $2.5K |
| iShares Edge MSCI USA Quality Factor ETF QUAL | — | $100K – $250K | $1K – $2.5K |
| iShares Edge MSCI USA Value Factor ETF VLUE | — | $50K – $100K | $201 – $1K |
| iShares National Muni Bond ETF MUB | — | $250K – $500K | — |
| iShares Russell 1000 Growth ETF IWF | — | $50K – $100K | — |
| iShares Select Dividend ETF DVY | — | $100K – $250K | $1K – $2.5K |
| iShares Edge MSCI Intl Momentum Factor ETF IMTM | — | $50K – $100K | $201 – $1K |
| iShares Edge MSCI Intl Quality Factor ETF IQLT | — | $50K – $100K | $201 – $1K |
| SPDR NUVEEN Bloomberg Barclays Short Term Municipal Bond ETF | — | $250K – $500K | — |
| Vanguard International High Dividend Yield Index Fund ETF Shares VYMI | — | $100K – $250K | $201 – $1K |
| DFA US Large Company I DFUSX | — | $100K – $250K | — |
| Federated Kaufmann Fund Class R Shares KAUFX | — | $100K – $250K | $2.5K – $5K |
| Schwab S&P 500 Index Fund SWPPX | — | $15K – $50K | $201 – $1K |
| Schwab Target 2030 Fund SWDRX | — | $100K – $250K | $1K – $2.5K |
| USAA 500 Index Fund Reward Shares USPRX | — | $100K – $250K | $2.5K – $5K |
| USAA Aggressive Growth Fund Fund Class Shares USAUX | — | $15K – $50K | $1K – $2.5K |
| USAA Cornerstone Moderate Fund USBSX | — | $50K – $100K | $201 – $1K |
| USAA Cornerstone Moderately Aggressive Fund USCRX | — | $15K – $50K | $201 – $1K |
| USAA Emerging Markets Fund Fund Class Shares USEMX | — | $1K – $15K | $201 – $1K |
| USAA Growth Fund Fund Class Shares USAAX | — | $15K – $50K | $1K – $2.5K |
| USAA Income Stock Fund Fund Class Shares USISX | — | $100K – $250K | $201 – $1K |
| USAA International Fund Fund Class Shares USIFX | — | $15K – $50K | $201 – $1K |
| USAA Small Cap Stock Fund Fund Class Shares USCAX | — | $100K – $250K | $2.5K – $5K |
| USAA Target Retirement 2030 Fund URTRX | — | $50K – $100K | $1K – $2.5K |
| USAA Tax-Exempt Long-Term Fund Fund Class Shares USTEX | — | $15K – $50K | $201 – $1K |
| USAA Tax-Exempt Intermediate-Term Fund Fund Class Shares USATX | — | $100K – $250K | $1K – $2.5K |
| USAA Tax-Exempt Short-Term Fund Fund Class Shares USSTX | — | $1K – $15K | — |
| Vanguard Intermediate-Term Tax-Exempt Fund Admiral Shares VWIUX | — | $250K – $500K | $2.5K – $5K |
| Vanguard Limited-Term Tax-Exempt Fund Admiral Shares VMLUX | — | $250K – $500K | — |
| Schwab Municipal Money Fund Investor Class Shares SWTXX | — | $1K – $15K | $201 – $1K |
| Partial interest in inherited house in Coles Point, VA | — | $100K – $250K | — |
| Vanguard Inherited IRA | — | — | — |
| Vanguard Bond Index Fund VBIRX | — | $1K – $15K | — |
| Vanguard S&P 500 Fund VFIAX | — | $1K – $15K | $201 – $1K |
| Vanguard Growth and Income Fund VGIAX | — | $15K – $50K | $1K – $2.5K |
| Vanguard MidCap Fund VIMAX | — | $15K – $50K | $201 – $1K |
| Vanguard Cash Reserves | — | Under $1K | — |
| Vanguard Target Retirement Fund VTINX | — | $1K – $15K | — |
| Vanguard Inherited IRA | — | — | cash payments · $3.3K |
| TRowe Price Inherited IRA | — | — | $201 – $1K |
| U.S. brokerage money market account (cash) | — | $1K – $15K | — |
| Growth Fund of America AGTHIX | — | $1K – $15K | $201 – $1K |
| Investment Company of America Class A Shares AIVSX | — | $1K – $15K | $201 – $1K |
| TRowe Price Inherited IRA | — | — | cash payments · $922 |
| Condominium (50% share - Sao Paulo BR) | — | $50K – $100K | — |
| House (20% share), Hague, VA | — | $50K – $100K | — |
| MD College Investment Plan #1 | — | $1K – $15K | — |
| MD College Investment Plan #2 | — | $1K – $15K | $201 – $1K |
Values and income are the ranges the filer discloses, normalized to one form. Hover a value for the string as filed. Rows marked *** carry that marker in the filing itself, with no legend: each one is a foreign-domiciled issuer or a Reg S note.