Kamala D. Harris D
Democratic senator from California (former), serving since Jan 3, 2017.
Among all 100 senators
Each dot is a senator; Harris is the ringed one. Hover or tap a dot for who it is.
Raised
Their campaign's receipts in its latest two-year period (FEC); a log scale
Votes with their party
On party votes in the 119th Congress: most Democrats against most Republicans
Missed votes
Share of the 119th Congress's roll calls they didn't vote on
Lobbyists' giving
Contributions and honors lobbyists and their firms report giving them (LD-203), 2021 on; a log scale
Money from out of state
Share of their itemized individual contributions from donors outside their state, latest period (FEC)
Bills sponsored
In the 119th Congress (Congress.gov)
Voting record
Voteview's DW-NOMINATE first dimension, from every roll call they cast
Where their campaign money comes from
No FEC totals for this senator's Senate campaigns.
Their biggest PAC and party givers
Nothing on record.
Outside spending for and against them
No independent expenditures reported for or against them.
What lobbyists report giving them
By the lobbying firm or organization that filed: contributions to their campaigns and PACs, and payments to honor them (LD-203).
All 4
| Registrant | Total | Items | First | Latest |
|---|---|---|---|---|
| PFIZER INC. | $1,000,000 | 1 | Jan 15, 2021 | Jan 15, 2021 |
| PERNOD RICARD | $200,000 | 2 | Feb 2, 2021 | Feb 2, 2021 |
| ROPES & GRAY, LLP | $5,000 | 1 | Dec 9, 2021 | Dec 9, 2021 |
| NORTHROP GRUMMAN CORPORATION | $5,000 | 1 | Jan 30, 2021 | Jan 30, 2021 |
How they've voted lately
Nothing on record.
What they sponsor bills about
No Congress.gov records for this senator yet.
9 former staff now lobbying
YASMIN NELSON
BRACEWELL LLP
27 clients
GRANT BARBOSA
WILLIAMS AND JENSEN, PLLC
20 clients
GRANT BARBOSA
D&P CREATIVE STRATEGIES, LLC
5 clients
SAMANTHA MACIEL
TOWNSEND PUBLIC AFFAIRS, INC
3 clients
YASMIN NELSON
HOLLAND & KNIGHT LLP
2 clients
DEANNE MILLISON
FORD MOTOR COMPANY
1 client
ANDY VARGAS
DAVITA INC.
1 client
LARTEASE TIFFITH
INTERACTIVE ADVERTISING BUREAU, INC.
1 client
MEAGHAN LYNCH
AIRBNB, INC.
1 client
See the data
| Lobbyist | Former position, as they list it | Firms | Clients | Years |
|---|---|---|---|---|
| YASMIN NELSON | Senior Policy Advisor, Sen. Harris (2019-2021); Leg.Asst.,Sen. Harris (2017-2019); Tax Policy Analyst,Committee onFinance (2016-2017); Leg. Aide, Sen.Stabenow (2015-2016);Staff Asst., Sen. Booker (2014-2015) | BRACEWELL LLP | 27 | 2021–2023 |
| GRANT BARBOSA | Legislative Assistant, Sen. Harris; Legislative Assistant, Rep. Sander M. Levin; Congressional Hispanic Caucus Institute Fellow, Rep. Xavier Becerra. | WILLIAMS AND JENSEN, PLLC | 20 | 2021–2022 |
| GRANT BARBOSA | LA Senator Kamala Harris | D&P CREATIVE STRATEGIES, LLC | 5 | 2023–2024 |
| SAMANTHA MACIEL | District Rep., Senator Kamala Harris | TOWNSEND PUBLIC AFFAIRS, INC | 3 | 2025–2026 |
| YASMIN NELSON | LA, Senior Policy Advisor, Sen. Kamala Harris; Tax Policy Analyst, Senate Finance Committee; LA, Sen. Debbie Stabenow; Staff Asst., Sen. Cory Booker | HOLLAND & KNIGHT LLP | 2 | 2024–2025 |
| DEANNE MILLISON | Chief Economic Advisor, Office of the Vice President (2022-2023); Deputy Policy Director, Office of the Vice President(2021-2022); Deputy Chief of Staff, Sen. Kamala Harris(2020-2021); Legislative Director, Sen. Kamala Harris (2019-2020); Legislati | FORD MOTOR COMPANY | 1 | 2023–2026 |
| ANDY VARGAS | Senior Associate Director, Public Engagement & Intergovernmental Affairs - Vice President Kamala Harris (2021-2022); Staff Assistant, Legislative Correspondent, and Special Assistant - Sen. Kamala Harris (2017-2020) | DAVITA INC. | 1 | 2025 |
| LARTEASE TIFFITH | Senior Counsel, Senator Kamala Harris; Counsel, Senator Dianne Feinstein | INTERACTIVE ADVERTISING BUREAU, INC. | 1 | 2022 |
| MEAGHAN LYNCH | HUD/PUB.AFFS SR. PRESS SEC 4/22-7/22;PRESS SEC 1/21-4/22;SEN. HARRIS:DPTY COMMS DIR,11/20-1/21;PRESS SEC 3/19-11/20; REP. BUTTERFIELD COMMS DIR./COUNSEL, 1/19-3/19; COMMS DIR./PRESS SEC.1/17-1/19;PRESS SEC.,3/16-2017; INTERN,2014;DOJ-SUM ASSOC. 2012 | AIRBNB, INC. | 1 | 2022 |
Holdings and trades
−$705K – $3.6Mnet worth, 2019 report
303trades on their reports
—trades reported after 45 days
—typical time to report a trade
0reports filed on paper
2filing extensions
Net worth, year by year
Their annual reports' value bands added up, less their debts', from the least to the most they could be worth (spouse and dependents included, a home not), on a log scale.
Largest holdings, 2019 report
Venable LLP Capital Account
Other · Spouse
$500K+
DLA Piper LLP
Other · Spouse
$500K+
Wells Fargo
Bank Deposit · Self
$250K+
VTV - Vanguard Value ETF
Mutual Funds · Spouse · in Merrill Lynch - IRRA
$250K+
VUG - Vanguard Growth ETF
Mutual Funds · Spouse · in Merrill Lynch - IRRA
$250K+
San Francisco Employees Retirement System (SFERS) Plan
Retirement Plans · Self
$250K+
IEFA - iShares Core MSCI EAFE ETF
Mutual Funds · Spouse · in Merrill Lynch - IRRA
$100K+
Vanguard Target Retirement 2030 Trust II
Mutual Funds · Spouse · in DLA Piper LLP - Profit Sharing & 401(k) Plan
$100K+
Target Date Fund 2025
Mutual Funds · Self · in State of California Savings Plus 457(b) Plan
$50K+
SFDCP Target Date 2025
Mutual Funds · Self · in City & County of San Francisco 457(b) Deferred Compensation Plan
$50K+
SFDCP Large Cap Growth Eq
Mutual Funds · Self · in City & County of San Francisco 457(b) Deferred Compensation Plan
$50K+
SFDCP Lg Cap Eq - S&P 500
Mutual Funds · Self · in City & County of San Francisco 457(b) Deferred Compensation Plan
$50K+
Their 25 largest holdings, as a table
| Asset | Kind | Owner | Value | Income |
|---|---|---|---|---|
| Venable LLP Capital Account | Other | Spouse | $500K – $1.0M | None: $0 – $200 |
| DLA Piper LLP | Other | Spouse | $500K – $1.0M | Interest: $5,001 – $15K |
| Wells Fargo | Bank Deposit | Self | $250K – $500K | Interest: $5,001 – $15K |
| VTV - Vanguard Value ETF in Merrill Lynch - IRRA | Mutual Funds | Spouse | $250K – $500K | Excepted Investment Fund: $0 – $200 |
| VUG - Vanguard Growth ETF in Merrill Lynch - IRRA | Mutual Funds | Spouse | $250K – $500K | Excepted Investment Fund: $0 – $200 |
| San Francisco Employees Retirement System (SFERS) Plan | Retirement Plans | Self | $250K – $500K | Excepted Investment Fund: $0 – $200 |
| IEFA - iShares Core MSCI EAFE ETF in Merrill Lynch - IRRA | Mutual Funds | Spouse | $100K – $250K | Excepted Investment Fund: $0 – $200 |
| Vanguard Target Retirement 2030 Trust II in DLA Piper LLP - Profit Sharing & 401(k) Plan | Mutual Funds | Spouse | $100K – $250K | Excepted Investment Fund: $0 – $200 |
| Target Date Fund 2025 in State of California Savings Plus 457(b) Plan | Mutual Funds | Self | $50K – $100K | Excepted Investment Fund: $0 – $200 |
| SFDCP Target Date 2025 in City & County of San Francisco 457(b) Deferred Compensation Plan | Mutual Funds | Self | $50K – $100K | Excepted Investment Fund: $0 – $200 |
| SFDCP Large Cap Growth Eq in City & County of San Francisco 457(b) Deferred Compensation Plan | Mutual Funds | Self | $50K – $100K | Excepted Investment Fund: $0 – $200 |
| SFDCP Lg Cap Eq - S&P 500 in City & County of San Francisco 457(b) Deferred Compensation Plan | Mutual Funds | Self | $50K – $100K | Excepted Investment Fund: $0 – $200 |
| SFDCP Target Date 2030 in City & County of San Francisco 457(b) Deferred Compensation Plan | Mutual Funds | Self | $50K – $100K | Excepted Investment Fund: $0 – $200 |
| MBB - iShares MBS ETF in Merrill Lynch - IRRA | Mutual Funds | Spouse | $50K – $100K | Excepted Investment Fund: $0 – $200 |
| IEMG - iShares Core MSCI Emerging Markets ETF in Merrill Lynch - IRRA | Mutual Funds | Spouse | $50K – $100K | Excepted Investment Fund: $0 – $200 |
| Legislators' Retirement System Plan | Retirement Plans | Self | $50K – $100K | None: $0 – $200 |
| Wells Fargo | Bank Deposit | Spouse | $15K – $50K | Interest: $201 – $1,000 |
| SFDCP Target Date 2035 in City & County of San Francisco 457(b) Deferred Compensation Plan | Mutual Funds | Self | $15K – $50K | Excepted Investment Fund: $0 – $200 |
| SFDCP Stable Value Fund in City & County of San Francisco 457(b) Deferred Compensation Plan | Mutual Funds | Self | $15K – $50K | Excepted Investment Fund: $0 – $200 |
| Merrill Lynch-Bank of America N/A in Merrill Lynch - IRRA | Bank Deposit | Spouse | $15K – $50K | None: $0 – $200 |
| LQD - iShares iBoxx $ Invmt Grade Corp Bd ETF in Merrill Lynch - IRRA | Mutual Funds | Spouse | $15K – $50K | Excepted Investment Fund: $0 – $200 |
| IEI - iShares 3-7 Year Treasury Bond ETF in Merrill Lynch - IRRA | Mutual Funds | Spouse | $15K – $50K | Excepted Investment Fund: $0 – $200 |
| VBR - Vanguard Small-Cap Value ETF in Merrill Lynch - IRRA | Mutual Funds | Spouse | $15K – $50K | Excepted Investment Fund: $0 – $200 |
| VBK - Vanguard Small-Cap Growth ETF in Merrill Lynch - IRRA | Mutual Funds | Spouse | $15K – $50K | Excepted Investment Fund: $0 – $200 |
| BIV - Vanguard Interm-Term Bond ETF in Merrill Lynch - IRRA | Mutual Funds | Spouse | $15K – $50K | Excepted Investment Fund: $0 – $200 |
Trades, month by month
Every trade on their reports by the trade's date: purchases up, sales down. Hover a month for what was traded.
- Purchases
- Sales
What they trade most
iShares Core MSCI Emerging Markets ETF (IEMG)
2017–2019 · $120K – $450K
15 trades
Vanguard Value Index Fund ETF Shares (VTV)
2017–2019 · $386K – $1.0M
12 trades
Vanguard Growth ETF (VUG)
2017–2019 · $215K – $575K
12 trades
Vanguard Intermediate-Term Bond Index Fund ETF Sha (BIV)
2017–2019 · $26K – $215K
12 trades
iShares MBS ETF (MBB)
2017–2019 · $25K – $200K
11 trades
Vanguard Short-Term Bond ETF (BSV)
2017–2019 · $38K – $220K
10 trades
Vanguard Small-Cap Growth ETF (VBK)
2017–2019 · $10K – $150K
10 trades
iShares Core MSCI EAFE ETF (IEFA)
2018–2019 · $150K – $475K
9 trades
iShares MSCI Eurozone ETF (EZU)
2017–2018 · $72K – $255K
9 trades
Vanguard Small-Cap Value ETF (VBR)
2017–2019 · $23K – $170K
9 trades
Their latest 300 of 303 trades
| Date | Asset | Trade | Owner | Amount | Days to report |
|---|---|---|---|---|---|
| 2019-11-01 | Vanguard Target Retirement 2030 Trust II | Purchase | Spouse | $15K – $50K | annual |
| 2019-09-23 | SFDCP Large Cap Growth Eq | Sale (Partial) | Self | $50K – $100K | annual |
| 2019-09-23 | SFDCP Lg Cap Eq - S&P 500 | Purchase | Self | $15K – $50K | annual |
| 2019-09-23 | SFDCP Target Date 2025 | Purchase | Self | $15K – $50K | annual |
| 2019-09-23 | SFDCP Real Estate | Sale (Full) | Self | $15K – $50K | annual |
| 2019-09-23 | SFDCP International Equity | Sale (Full) | Self | $50K – $100K | annual |
| 2019-09-23 | SFDCP Mid Cap Core | Sale (Full) | Self | $50K – $100K | annual |
| 2019-09-23 | SFDCP Stable Value Fund | Purchase | Self | $15K – $50K | annual |
| 2019-09-23 | SFDCP Target Date 2035 | Purchase | Self | $15K – $50K | annual |
| 2019-09-23 | SFDCP Target Date 2030 | Purchase | Self | $50K – $100K | annual |
| 2019-06-13 | iShares Core MSCI Emerging Markets ETF | Sale (Partial) | Spouse | $1,001 – $15K | annual |
| 2019-06-13 | iShares Core MSCI EAFE ETF | Sale (Partial) | Spouse | $1,001 – $15K | annual |
| 2019-06-13 | Vanguard Growth Index Fund ETF Shares | Purchase | Spouse | $1,001 – $15K | annual |
| 2019-06-13 | Vanguard Intermediate-Term Bond Index Fund ETF Sha | Purchase | Spouse | $1,001 – $15K | annual |
| 2019-06-13 | Vanguard Small-Cap Growth Index Fund ETF Shares | Sale (Partial) | Spouse | $1,001 – $15K | annual |
| 2019-06-13 | iShares MBS ETF | Purchase | Spouse | $1,001 – $15K | annual |
| 2019-06-13 | iShares Core MSCI EAFE ETF | Sale (Partial) | Spouse | $15K – $50K | annual |
| 2019-06-13 | Vanguard Short-Term Corporate Bond Index Fund ETF | Purchase | Spouse | $1,001 – $15K | annual |
| 2019-06-13 | iShares Core MSCI Emerging Markets ETF | Sale (Partial) | Spouse | $15K – $50K | annual |
| 2019-02-01 | Vanguard Target Retirement 2030 Trust II | Purchase | Spouse | $15K – $50K | annual |
| 2019-01-16 | Communication Services Select Sector SPDR Fund | Purchase | Spouse | $1,001 – $15K | annual |
| 2019-01-16 | iShares 3-7 Year Treasury Bond ETF | Sale (Full) | Spouse | $1,001 – $15K | annual |
| 2019-01-16 | Vanguard Information Technology Index Fund ETF Sha | Sale (Partial) | Spouse | $1,001 – $15K | annual |
| 2019-01-16 | iShares MBS ETF | Purchase | Spouse | $1,001 – $15K | annual |
| 2019-01-16 | iShares Core MSCI Emerging Markets ETF | Purchase | Spouse | $1,001 – $15K | annual |
| 2019-01-16 | Invesco Emerging Markets Sovereign Debt ETF | Sale (Full) | Spouse | $1,001 – $15K | annual |
| 2019-01-16 | iShares Core MSCI EAFE ETF | Sale (Partial) | Spouse | $1,001 – $15K | annual |
| 2019-01-16 | Vanguard Short-Term Bond Index Fund ETF Shares | Sale (Full) | Spouse | $1,001 – $15K | annual |
| 2019-01-16 | Vanguard Intermediate-Term Bond Index Fund ETF Sha | Sale (Partial) | Spouse | $1,001 – $15K | annual |
| 2019-01-16 | Vanguard Short-Term Corporate Bond Index Fund ETF | Purchase | Spouse | $1,001 – $15K | annual |
| 2019-01-16 | Vanguard Intermediate-Term Corporate Bond Index Fu | Purchase | Spouse | $1,001 – $15K | annual |
| 2019-01-16 | Vanguard Industrials Index Fund ETF Shares | Sale (Partial) | Spouse | $1,001 – $15K | annual |
| 2019-01-16 | iShares MBS ETF | Sale (Partial) | Spouse | $1,001 – $15K | annual |
| 2019-01-16 | VanEck Vectors J.P. Morgan EM Local Currency Bond | Sale (Full) | Spouse | $1,001 – $15K | annual |
| 2019-01-16 | Vanguard Small-Cap Value Index Fund ETF Shares | Purchase | Spouse | $1,001 – $15K | annual |
| 2019-01-16 | Vanguard Small-Cap Growth Index Fund ETF Shares | Purchase | Spouse | $1,001 – $15K | annual |
| 2019-01-16 | iShares TIPS Bond ETF | Sale (Partial) | Spouse | $1,001 – $15K | annual |
| 2019-01-16 | iShares 3-7 Year Treasury Bond ETF | Sale (Partial) | Spouse | $1,001 – $15K | annual |
| 2019-01-16 | iShares Core MSCI EAFE ETF | Sale (Partial) | Spouse | $15K – $50K | annual |
| 2019-01-16 | Vanguard Value Index Fund ETF Shares | Purchase | Spouse | $15K – $50K | annual |
| 2019-01-16 | iShares Core MSCI Emerging Markets ETF | Purchase | Spouse | $1,001 – $15K | annual |
| 2019-01-16 | Vanguard Growth Index Fund ETF Shares | Purchase | Spouse | $15K – $50K | annual |
| 2019-01-16 | Invesco Emerging Markets Sovereign Debt ETF | Sale (Full) | Spouse | $15K – $50K | annual |
| 2019-01-16 | Vanguard Intermediate-Term Bond Index Fund ETF Sha | Sale (Partial) | Spouse | $1,001 – $15K | annual |
| 2019-01-16 | Vanguard Short-Term Bond Index Fund ETF Shares | Sale (Full) | Spouse | $15K – $50K | annual |
| 2019-01-16 | iShares iBoxx $ Investment Grade Corporate Bond ET | Sale (Partial) | Spouse | $1,001 – $15K | annual |
| 2019-01-16 | Xtrackers USD High Yield Corporate Bond ETF | Purchase | Spouse | $1,001 – $15K | annual |
| 2019-01-16 | Vanguard Intermediate-Term Corporate Bond Index Fu | Purchase | Spouse | $1,001 – $15K | annual |
| 2019-01-16 | Vanguard Short-Term Corporate Bond Index Fund ETF | Purchase | Spouse | $15K – $50K | annual |
| 2018-11-01 | Vanguard Target Retirement 2030 Trust II | Purchase | Spouse | $15K – $50K | annual |
| 2018-10-31 | Vanguard Target Retirement 2025 Trust II | Sale (Full) | Spouse | $15K – $50K | annual |
| 2018-09-28 | Vanguard Target Retirement 2025 Trust II | Purchase | Spouse | $1,001 – $15K | annual |
| 2018-08-31 | Vanguard Target Retirement 2025 Trust II | Purchase | Spouse | $1,001 – $15K | annual |
| 2018-08-29 | Vanguard Information Technology Index Fund ETF Sha | Sale (Partial) | Spouse | $1,001 – $15K | annual |
| 2018-07-03 | Vanguard Target Retirement 2025 Trust II | Purchase | Spouse | $15K – $50K | annual |
| 2018-07-02 | Vanguard Institutional Target Retirement 2025 Fund | Sale (Full) | Spouse | $15K – $50K | annual |
| 2018-06-29 | Vanguard Institutional Target Retirement 2025 Fund | Purchase | Spouse | $1,001 – $15K | annual |
| 2018-06-21 | Vanguard Short-Term Bond Index Fund ETF Shares | Purchase | Spouse | $1,001 – $15K | annual |
| 2018-06-21 | Vanguard Intermediate-Term Bond Index Fund ETF Sha | Sale (Partial) | Spouse | $1,001 – $15K | annual |
| 2018-06-21 | Vanguard Growth Index Fund ETF Shares | Sale (Partial) | Spouse | $1,001 – $15K | annual |
| 2018-06-21 | Vanguard Value Index Fund ETF Shares | Sale (Partial) | Spouse | $1,001 – $15K | annual |
| 2018-06-21 | Vanguard Small-Cap Growth Index Fund ETF Shares | Purchase | Spouse | $1,001 – $15K | annual |
| 2018-06-21 | Vanguard Small-Cap Value Index Fund ETF Shares | Sale (Partial) | Spouse | $1,001 – $15K | annual |
| 2018-06-21 | iShares Core MSCI Emerging Markets ETF | Purchase | Spouse | $1,001 – $15K | annual |
| 2018-06-21 | iShares iBoxx $ Investment Grade Corporate Bond ET | Purchase | Spouse | $1,001 – $15K | annual |
| 2018-06-20 | iShares Core MSCI EAFE ETF | Sale (Partial) | Spouse | $1,001 – $15K | annual |
| 2018-06-20 | VanEck Vectors J.P. Morgan EM Local Currency Bond | Sale (Partial) | Spouse | $1,001 – $15K | annual |
| 2018-06-20 | iShares Core MSCI EAFE ETF | Sale (Partial) | Spouse | $1,001 – $15K | annual |
| 2018-06-20 | Invesco Emerging Markets Sovereign Debt ETF | Sale (Partial) | Spouse | $1,001 – $15K | annual |
| 2018-05-31 | Vanguard Institutional Target Retirement 2025 Fund | Purchase | Spouse | $1,001 – $15K | annual |
| 2018-04-30 | Vanguard Institutional Target Retirement 2025 Fund | Purchase | Spouse | $1,001 – $15K | annual |
| 2018-04-24 | Vanguard Intermediate-Term Bond Index Fund ETF Sha | Purchase | Spouse | $1,001 – $15K | annual |
| 2018-04-24 | iShares MBS ETF | Purchase | Spouse | $1,001 – $15K | annual |
| 2018-04-24 | Vanguard Growth Index Fund ETF Shares | Purchase | Spouse | $1,001 – $15K | annual |
| 2018-04-24 | Vanguard Short-Term Bond Index Fund ETF Shares | Purchase | Spouse | $1,001 – $15K | annual |
| 2018-04-24 | iShares Core MSCI Emerging Markets ETF | Purchase | Spouse | $1,001 – $15K | annual |
| 2018-04-24 | Vanguard Value Index Fund ETF Shares | Purchase | Spouse | $1,001 – $15K | annual |
| 2018-04-16 | Vanguard Extended Market Index Fund Institutional | Sale (Full) | Spouse | $1,001 – $15K | annual |
| 2018-04-16 | T. Rowe Price Institutional Large Cap Core Growth | Sale (Full) | Spouse | $1,001 – $15K | annual |
| 2018-03-30 | Vanguard Institutional Target Retirement 2025 Fund | Purchase | Spouse | $1,001 – $15K | annual |
| 2018-03-28 | Financial Select Sector SPDR Fund | Purchase | Spouse | $1,001 – $15K | annual |
| 2018-03-28 | iShares Core MSCI EAFE ETF | Sale (Partial) | Spouse | $1,001 – $15K | annual |
| 2018-03-28 | Vanguard Value Index Fund ETF Shares | Sale (Partial) | Spouse | $1,001 – $15K | annual |
| 2018-03-28 | Vanguard Small-Cap Value Index Fund ETF Shares | Sale (Partial) | Spouse | $1,001 – $15K | annual |
| 2018-03-28 | Vanguard Growth Index Fund ETF Shares | Purchase | Spouse | $15K – $50K | annual |
| 2018-03-28 | Vanguard Intermediate-Term Bond Index Fund ETF Sha | Sale (Partial) | Spouse | $1,001 – $15K | annual |
| 2018-03-28 | iShares MBS ETF | Sale (Partial) | Spouse | $1,001 – $15K | annual |
| 2018-03-06 | iShares Core MSCI EAFE ETF | Purchase | Spouse | $15K – $50K | annual |
| 2018-03-06 | iShares MSCI Eurozone ETF | Sale (Full) | Spouse | $1,001 – $15K | annual |
| 2018-03-06 | iShares MSCI Japan ETF | Sale (Full) | Spouse | $1,001 – $15K | annual |
| 2018-03-06 | iShares MSCI Pacific ex Japan ETF | Sale (Full) | Spouse | $1,001 – $15K | annual |
| 2018-03-06 | iShares MSCI Canada ETF | Sale (Full) | Spouse | $1,001 – $15K | annual |
| 2018-03-06 | iShares MSCI United Kingdom ETF | Sale (Full) | Spouse | $1,001 – $15K | annual |
| 2018-03-06 | iShares MSCI Switzerland ETF | Sale (Full) | Spouse | $1,001 – $15K | annual |
| 2018-03-06 | Energy Select Sector SPDR Fund | Purchase | Spouse | $1,001 – $15K | annual |
| 2018-03-06 | Financial Select Sector SPDR Fund | Purchase | Spouse | $1,001 – $15K | annual |
| 2018-03-06 | First Trust Cloud Computing ETF | Sale (Full) | Spouse | $1,001 – $15K | annual |
| 2018-03-06 | Vanguard Information Technology Index Fund ETF Sha | Sale (Partial) | Spouse | $1,001 – $15K | annual |
| 2018-03-06 | Vanguard Materials Index Fund ETF Shares | Purchase | Spouse | $1,001 – $15K | annual |
| 2018-03-06 | iShares MSCI Switzerland ETF | Sale (Full) | Spouse | $1,001 – $15K | annual |
| 2018-03-06 | iShares MSCI United Kingdom ETF | Sale (Full) | Spouse | $15K – $50K | annual |
| 2018-03-06 | iShares MSCI Eurozone ETF | Sale (Full) | Spouse | $50K – $100K | annual |
| 2018-03-06 | iShares MSCI Sweden ETF | Sale (Full) | Spouse | $1,001 – $15K | annual |
| 2018-03-06 | iShares MSCI Japan ETF | Sale (Full) | Spouse | $15K – $50K | annual |
| 2018-03-06 | iShares MSCI Canada ETF | Sale (Full) | Spouse | $15K – $50K | annual |
| 2018-03-06 | iShares MSCI Pacific ex Japan ETF | Sale (Full) | Spouse | $15K – $50K | annual |
| 2018-03-06 | iShares Core MSCI Emerging Markets ETF | Purchase | Spouse | $1,001 – $15K | annual |
| 2018-03-06 | Vanguard Value Index Fund ETF Shares | Purchase | Spouse | $1,001 – $15K | annual |
| 2018-03-06 | Vanguard Growth Index Fund ETF Shares | Sale (Partial) | Spouse | $1,001 – $15K | annual |
| 2018-03-06 | Vanguard Intermediate-Term Bond Index Fund ETF Sha | Sale (Partial) | Spouse | $1,001 – $15K | annual |
| 2018-03-06 | iShares MBS ETF | Sale (Partial) | Spouse | $1,001 – $15K | annual |
| 2018-03-06 | iShares Core MSCI EAFE ETF | Purchase | Spouse | $100K – $250K | annual |
| 2018-02-28 | Vanguard Institutional Target Retirement 2025 Fund | Purchase | Spouse | $1,001 – $15K | annual |
| 2018-01-31 | Vanguard Institutional Target Retirement 2025 Fund | Purchase | Spouse | $1,001 – $15K | annual |
| 2018-01-31 | Vanguard Small-Cap Value Index Fund ETF Shares | Purchase | Spouse | $1,001 – $15K | annual |
| 2018-01-31 | iShares MSCI Eurozone ETF | Sale (Partial) | Spouse | $1,001 – $15K | annual |
| 2018-01-31 | Vanguard Growth Index Fund ETF Shares | Sale (Partial) | Spouse | $1,001 – $15K | annual |
| 2018-01-31 | Vanguard Value Index Fund ETF Shares | Purchase | Spouse | $1,001 – $15K | annual |
| 2018-01-31 | Vanguard Small-Cap Growth Index Fund ETF Shares | Purchase | Spouse | $1,001 – $15K | annual |
| 2018-01-31 | iShares MSCI United Kingdom ETF | Sale (Partial) | Spouse | $1,001 – $15K | annual |
| 2018-01-30 | iShares Core MSCI Emerging Markets ETF | Sale (Partial) | Spouse | $1,001 – $15K | annual |
| 2017-12-22 | iShares MSCI Canada ETF | Purchase | Spouse | $1,001 – $15K | annual |
| 2017-12-22 | iShares MSCI Pacific ex Japan ETF | Purchase | Spouse | $1,001 – $15K | annual |
| 2017-12-22 | iShares MSCI Switzerland Capped ETF | Purchase | Spouse | $1,001 – $15K | annual |
| 2017-12-22 | iShares iBoxx $ Invmt Grade Corp Bd ETF | Purchase | Spouse | $1,001 – $15K | annual |
| 2017-12-22 | iShares iBoxx $ High Yield Corp Bd ETF | Purchase | Spouse | $1,001 – $15K | annual |
| 2017-12-22 | iShares 3-7 Year Treasury Bond ETF | Purchase | Spouse | $1,001 – $15K | annual |
| 2017-12-22 | Vanguard Interm-Term Bond ETF | Purchase | Spouse | $1,001 – $15K | annual |
| 2017-12-22 | iShares TIPS Bond ETF | Purchase | Spouse | $1,001 – $15K | annual |
| 2017-12-22 | PowerShares Emerging Markets Sov Dbt ETF | Purchase | Spouse | $1,001 – $15K | annual |
| 2017-12-22 | Vanguard Short-Term Bond ETF | Purchase | Spouse | $1,001 – $15K | annual |
| 2017-12-22 | Vanguard Small-Cap Value ETF | Purchase | Spouse | $1,001 – $15K | annual |
| 2017-12-22 | Vanguard Value ETF | Purchase | Spouse | $15K – $50K | annual |
| 2017-12-22 | Vanguard Small-Cap Growth ETF | Purchase | Spouse | $1,001 – $15K | annual |
| 2017-12-22 | Vanguard Growth ETF | Purchase | Spouse | $15K – $50K | annual |
| 2017-12-22 | iShares MBS ETF | Purchase | Spouse | $1,001 – $15K | annual |
| 2017-12-22 | iShares MSCI Eurozone ETF | Purchase | Spouse | $1,001 – $15K | annual |
| 2017-12-22 | iShares MSCI Japan ETF | Purchase | Spouse | $1,001 – $15K | annual |
| 2017-12-22 | iShares MSCI United Kingdom ETF | Purchase | Spouse | $1,001 – $15K | annual |
| 2017-12-22 | iShares Core MSCI Emerging Markets ETF | Purchase | Spouse | $1,001 – $15K | annual |
| 2017-12-13 | Vanguard Mid Cap Growth Inv | Sale (Full) | Spouse | $1,001 – $15K | annual |
| 2017-12-13 | Wells Fargo Emerging Growth Inst | Sale (Full) | Spouse | $1,001 – $15K | annual |
| 2017-12-13 | Dodge & Cox Stock | Sale (Full) | Spouse | $1,001 – $15K | annual |
| 2017-12-13 | CRM Small Cap Value Instl | Sale (Full) | Spouse | $1,001 – $15K | annual |
| 2017-12-13 | iShares TIPS Bond ETF | Purchase | Spouse | $1,001 – $15K | annual |
| 2017-12-13 | Vanguard Small-Cap Value ETF | Purchase | Spouse | $15K – $50K | annual |
| 2017-12-13 | Vanguard Small-Cap Growth ETF | Purchase | Spouse | $1,001 – $15K | annual |
| 2017-12-13 | iShares MSCI Switzerland Capped ETF | Purchase | Spouse | $1,001 – $15K | annual |
| 2017-12-13 | iShares MSCI Pacific ex Japan ETF | Purchase | Spouse | $15K – $50K | annual |
| 2017-12-13 | iShares MSCI Canada ETF | Purchase | Spouse | $1,001 – $15K | annual |
| 2017-12-13 | iShares MSCI Sweden Capped ETF | Purchase | Spouse | $1,001 – $15K | annual |
| 2017-12-13 | iShares MSCI Japan ETF | Purchase | Spouse | $15K – $50K | annual |
| 2017-12-13 | iShares iBoxx $ Invmt Grade Corp Bd ETF | Purchase | Spouse | $15K – $50K | annual |
| 2017-12-13 | Vanguard Short-Term Bond ETF | Purchase | Spouse | $15K – $50K | annual |
| 2017-12-13 | Vanguard Interm-Term Bond ETF | Purchase | Spouse | $15K – $50K | annual |
| 2017-12-13 | iShares MSCI Eurozone ETF | Purchase | Spouse | $15K – $50K | annual |
| 2017-12-13 | iShares MBS ETF | Purchase | Spouse | $15K – $50K | annual |
| 2017-12-13 | PowerShares Emerging Markets Sov Dbt ETF | Purchase | Spouse | $1,001 – $15K | annual |
| 2017-12-13 | iShares 3-7 Year Treasury Bond ETF | Purchase | Spouse | $1,001 – $15K | annual |
| 2017-12-13 | iShares MSCI United Kingdom ETF | Purchase | Spouse | $15K – $50K | annual |
| 2017-12-13 | VanEck Vectors JP Morgan EM LC Bd ETF | Purchase | Spouse | $1,001 – $15K | annual |
| 2017-12-13 | PowerShares Preferred ETF | Purchase | Spouse | $1,001 – $15K | annual |
| 2017-12-13 | iShares Core MSCI Emerging Markets ETF | Purchase | Spouse | $50K – $100K | annual |
| 2017-12-13 | iShares iBoxx $ High Yield Corp Bd ETF | Purchase | Spouse | $1,001 – $15K | annual |
| 2017-12-13 | Vanguard Value ETF | Purchase | Spouse | $100K – $250K | annual |
| 2017-12-13 | Vanguard Growth ETF | Purchase | Spouse | $50K – $100K | annual |
| 2017-12-05 | iShares MSCI Eurozone ETF | Purchase | Spouse | $1,001 – $15K | annual |
| 2017-12-05 | WisdomTree Europe Hedged Equity ETF | Sale (Full) | Spouse | $1,001 – $15K | annual |
| 2017-12-05 | iShares MSCI Eurozone ETF | Purchase | Spouse | $1,001 – $15K | annual |
| 2017-12-05 | WisdomTree Europe Hedged Equity ETF | Sale (Full) | Spouse | $1,001 – $15K | annual |
| 2017-11-22 | Vanguard Institutional Index I | Sale (Full) | Spouse | $1,001 – $15K | annual |
| 2017-11-16 | SSgA Target Retirement 2040 Fund NL | Sale (Full) | Spouse | $100K – $250K | annual |
| 2017-11-16 | SSgA Target Retirement 2035 Fund NL | Sale (Full) | Spouse | $100K – $250K | annual |
| 2017-11-16 | SSgA Target Retirement 2030 Fund NL | Sale (Full) | Spouse | $100K – $250K | annual |
| 2017-11-16 | SSgA Target Retirement 2025 Fund NL | Sale (Full) | Spouse | $100K – $250K | annual |
| 2017-11-16 | Natixis AEW Real Estate Y | Sale (Full) | Spouse | $50K – $100K | annual |
| 2017-11-16 | Vanguard Total Bond Market Index Inv | Sale (Full) | Spouse | $50K – $100K | annual |
| 2017-11-16 | Vanguard Institutional Index I | Sale (Full) | Spouse | $15K – $50K | annual |
| 2017-11-01 | Vanguard Instl Trgt Retire 2025 Instl | Purchase | Spouse | $1,001 – $15K | annual |
| 2017-10-24 | iShares MSCI Eurozone ETF | Purchase | Spouse | $1,001 – $15K | annual |
| 2017-10-24 | WisdomTree Europe Hedged Equity ETF | Sale (Partial) | Spouse | $1,001 – $15K | annual |
| 2017-10-24 | iShares MSCI Eurozone ETF | Purchase | Spouse | $1,001 – $15K | annual |
| 2017-10-24 | WisdomTree Europe Hedged Equity ETF | Sale (Partial) | Spouse | $1,001 – $15K | annual |
| 2017-10-24 | Vanguard Value ETF | Sale (Partial) | Spouse | $1,001 – $15K | annual |
| 2017-09-25 | Consumer Discret Sel Sect SPDR ETF | Sale (Partial) | Spouse | $1,001 – $15K | annual |
| 2017-09-25 | Health Care Select Sector SPDR ETF | Sale (Partial) | Spouse | $1,001 – $15K | annual |
| 2017-08-02 | Vanguard Extended Market Index Instl | Purchase | Spouse | $1,001 – $15K | annual |
| 2017-08-02 | Vanguard Extended Market Index Admiral | Sale (Full) | Spouse | $1,001 – $15K | annual |
| 2017-08-02 | Vanguard Extended Market Index Instl | Purchase | Spouse | $1,001 – $15K | annual |
| 2017-08-02 | Vanguard Extended Market Index Admiral | Sale (Full) | Spouse | $1,001 – $15K | annual |
| 2017-06-28 | CRM Small Cap Value Instl | Purchase | Spouse | $1,001 – $15K | annual |
| 2017-06-28 | Dodge & Cox Stock | Purchase | Spouse | $1,001 – $15K | annual |
| 2017-06-28 | T. Rowe Price Instl Large Cap Core Gr | Purchase | Spouse | $1,001 – $15K | annual |
| 2017-06-28 | Vanguard Extended Market Index Admiral | Purchase | Spouse | $1,001 – $15K | annual |
| 2017-06-28 | Vanguard Institutional Index I | Purchase | Spouse | $1,001 – $15K | annual |
| 2017-06-28 | Vanguard Mid Cap Growth Inv | Purchase | Spouse | $1,001 – $15K | annual |
| 2017-06-28 | Wells Fargo Emerging Growth Inst | Purchase | Spouse | $1,001 – $15K | annual |
| 2017-06-28 | CRM Small Cap Value Instl | Purchase | Spouse | $1,001 – $15K | annual |
| 2017-06-28 | Dodge & Cox Stock | Purchase | Spouse | $1,001 – $15K | annual |
| 2017-06-28 | T. Rowe Price Instl Large Cap Core Gr | Purchase | Spouse | $1,001 – $15K | annual |
| 2017-06-28 | Vanguard Extended Market Index Admiral | Purchase | Spouse | $1,001 – $15K | annual |
| 2017-06-28 | Vanguard Institutional Index I | Purchase | Spouse | $1,001 – $15K | annual |
| 2017-06-28 | Vanguard Mid Cap Growth Inv | Purchase | Spouse | $1,001 – $15K | annual |
| 2017-06-28 | Wells Fargo Emerging Growth Inst | Purchase | Spouse | $1,001 – $15K | annual |
| 2017-05-17 | Vanguard Small-Cap Growth ETF | Sale (Partial) | Spouse | $1,001 – $15K | annual |
| 2017-05-17 | WisdomTree Europe Hedged Equity ETF | Purchase | Spouse | $1,001 – $15K | annual |
| 2017-05-17 | iShares Core MSCI Emerging Markets ETF | Sale (Partial) | Spouse | $1,001 – $15K | annual |
| 2017-04-28 | Vanguard Value ETF | Sale (Full) | Spouse | $100K – $250K | annual |
| 2017-04-28 | Vanguard Growth ETF | Sale (Full) | Spouse | $50K – $100K | annual |
| 2017-04-28 | Vanguard Small-Cap Growth ETF | Sale (Full) | Spouse | $1,001 – $15K | annual |
| 2017-04-28 | PowerShares Emerging Markets Sov Dbt ETF | Sale (Full) | Spouse | $1,001 – $15K | annual |
| 2017-04-28 | PowerShares National AMT-Free MuniBd ETF | Sale (Full) | Spouse | $15K – $50K | annual |
| 2017-04-28 | VanEck Vectors AMT-Free Interm Muni ETF | Sale (Full) | Spouse | $15K – $50K | annual |
| 2017-04-28 | Vanguard Short-Term Bond ETF | Sale (Full) | Spouse | $1,001 – $15K | annual |
| 2017-04-28 | VanEck Vectors JP Morgan EM LC Bd ETF | Sale (Full) | Spouse | $1,001 – $15K | annual |
| 2017-04-28 | iShares Core MSCI Emerging Markets ETF | Sale (Full) | Spouse | $15K – $50K | annual |
| 2017-04-28 | VanEck Vectors High-Yield Municipal ETF | Sale (Full) | Spouse | $1,001 – $15K | annual |
| 2017-04-28 | iShares MBS ETF | Sale (Full) | Spouse | $1,001 – $15K | annual |
| 2017-04-28 | Vanguard Interm-Term Bond ETF | Sale (Full) | Spouse | $1,001 – $15K | annual |
| 2017-04-28 | iShares 3-7 Year Treasury Bond ETF | Sale (Full) | Spouse | $1,001 – $15K | annual |
| 2017-04-28 | SPDR Nuveen Blmbg Barclays ST MunBd ETF | Sale (Full) | Spouse | $1,001 – $15K | annual |
| 2017-04-28 | iShares MSCI EAFE ETF | Sale (Full) | Spouse | $50K – $100K | annual |
| 2017-04-28 | Vanguard Small-Cap Value ETF | Sale (Full) | Spouse | $1,001 – $15K | annual |
| 2017-04-28 | iShares TIPS Bond ETF | Sale (Full) | Spouse | $1,001 – $15K | annual |
| 2017-04-28 | iShares iBoxx $ Invmt Grade Corp Bd ETF | Sale (Full) | Spouse | $1,001 – $15K | annual |
| 2017-03-03 | Dreyfus Appreciation Investor | Sale (Full) | Spouse | $15K – $50K | annual |
| 2017-03-03 | Hartford Growth Opportunities I | Sale (Full) | Spouse | $15K – $50K | annual |
| 2017-03-03 | Eaton Vance Large-Cap Value I | Sale (Full) | Spouse | $15K – $50K | annual |
| 2017-03-03 | MFS Value I | Sale (Full) | Spouse | $15K – $50K | annual |
| 2017-03-03 | MFS Municipal Limited Maturity I | Sale (Full) | Spouse | $50K – $100K | annual |
| 2017-03-03 | American Century Small Cap Growth Inv | Sale (Full) | Spouse | $1,001 – $15K | annual |
| 2017-03-03 | American Century Small Cap Value Inv | Sale (Full) | Spouse | $1,001 – $15K | annual |
| 2017-03-03 | Undiscovered Managers Behavioral Val I | Sale (Full) | Spouse | $1,001 – $15K | annual |
| 2017-03-03 | American Funds Europacific Growth F2 | Sale (Full) | Spouse | $15K – $50K | annual |
| 2017-03-03 | Delaware Tax-Free USA Intermediate Instl | Sale (Full) | Spouse | $50K – $100K | annual |
| 2017-03-03 | Hancock Horizon Diversified Intl Instl | Sale (Full) | Spouse | $15K – $50K | annual |
| 2017-03-03 | Thomas White International I | Sale (Full) | Spouse | $15K – $50K | annual |
| 2017-03-03 | Wells Fargo Emerging Growth Inst | Sale (Full) | Spouse | $1,001 – $15K | annual |
| 2017-03-03 | VanEck Vectors JP Morgan EM LC Bd ETF | Purchase | Spouse | $1,001 – $15K | annual |
| 2017-03-03 | iShares Core MSCI Emerging Markets ETF | Purchase | Spouse | $15K – $50K | annual |
| 2017-03-03 | iShares 3-7 Year Treasury Bond ETF | Purchase | Spouse | $1,001 – $15K | annual |
| 2017-03-03 | iShares Russell 1000 Growth ETF | Sale (Full) | Spouse | $15K – $50K | annual |
| 2017-03-03 | VanEck Vectors AMT-Free Interm Muni ETF | Purchase | Spouse | $15K – $50K | annual |
| 2017-03-03 | iShares Russell 1000 Value ETF | Sale (Full) | Spouse | $15K – $50K | annual |
| 2017-03-03 | Vanguard Interm-Term Bond ETF | Purchase | Spouse | $1,001 – $15K | annual |
| 2017-03-03 | iShares iBoxx $ Invmt Grade Corp Bd ETF | Purchase | Spouse | $1,001 – $15K | annual |
| 2017-03-03 | Vanguard Growth ETF | Purchase | Spouse | $50K – $100K | annual |
| 2017-03-03 | Vanguard Value ETF | Purchase | Spouse | $100K – $250K | annual |
| 2017-03-03 | Vanguard Small-Cap Value ETF | Purchase | Spouse | $1,001 – $15K | annual |
| 2017-03-03 | Vanguard Small-Cap Growth ETF | Purchase | Spouse | $1,001 – $15K | annual |
| 2017-03-03 | VanEck Vectors High-Yield Municipal ETF | Purchase | Spouse | $1,001 – $15K | annual |
| 2017-03-03 | PowerShares National AMT-Free MuniBd ETF | Purchase | Spouse | $15K – $50K | annual |
| 2017-03-03 | SPDR Nuveen Blmbg Barclays ST MunBd ETF | Purchase | Spouse | $1,001 – $15K | annual |
| 2017-03-03 | PowerShares Emerging Markets Sov Dbt ETF | Purchase | Spouse | $1,001 – $15K | annual |
| 2017-03-03 | iShares MSCI EAFE ETF | Purchase | Spouse | $50K – $100K | annual |
| 2017-03-03 | iShares TIPS Bond ETF | Purchase | Spouse | $1,001 – $15K | annual |
| 2017-03-03 | iShares MBS ETF | Purchase | Spouse | $1,001 – $15K | annual |
| 2017-03-03 | Vanguard Short-Term Bond ETF | Purchase | Spouse | $1,001 – $15K | annual |
| 2017-02-28 | Parnassus | Sale (Full) | Spouse | $1,001 – $15K | annual |
| 2017-02-28 | Ave Maria Rising Dividend | Sale (Full) | Spouse | $15K – $50K | annual |
| 2017-02-28 | Calvert Balanced Y | Sale (Full) | Spouse | $50K – $100K | annual |
| 2017-02-28 | Calvert Equity Y | Sale (Full) | Spouse | $15K – $50K | annual |
| 2017-02-28 | Calvert Short Duration Income Y | Sale (Full) | Spouse | $15K – $50K | annual |
| 2017-02-28 | Parnassus Mid-Cap | Sale (Full) | Spouse | $1,001 – $15K | annual |
| 2017-02-28 | Parnassus Endeavor Investor | Sale (Full) | Spouse | $1,001 – $15K | annual |
| 2017-02-28 | Parnassus Core Equity Institutional | Sale (Full) | Spouse | $1,001 – $15K | annual |
| 2017-02-28 | Pax Small Cap Institutional | Sale (Full) | Spouse | $1,001 – $15K | annual |
| 2017-02-28 | Domini Impact International Equity Inv | Sale (Full) | Spouse | $15K – $50K | annual |
| 2017-02-28 | PowerShares Preferred ETF | Purchase | Spouse | $1,001 – $15K | annual |
| 2017-02-28 | Vanguard Small-Cap Value ETF | Purchase | Spouse | $1,001 – $15K | annual |
| 2017-02-28 | Vanguard Small-Cap Growth ETF | Purchase | Spouse | $1,001 – $15K | annual |
| 2017-02-28 | iShares Core MSCI Emerging Markets ETF | Purchase | Spouse | $15K – $50K | annual |
| 2017-02-28 | WisdomTree Europe Hedged Equity ETF | Purchase | Spouse | $1,001 – $15K | annual |
| 2017-02-28 | VanEck Vectors JP Morgan EM LC Bd ETF | Purchase | Spouse | $1,001 – $15K | annual |
| 2017-02-28 | iShares MSCI Japan ETF | Purchase | Spouse | $1,001 – $15K | annual |
| 2017-02-28 | iShares MSCI Switzerland Capped ETF | Purchase | Spouse | $1,001 – $15K | annual |
| 2017-02-28 | iShares MSCI Canada ETF | Purchase | Spouse | $1,001 – $15K | annual |
| 2017-02-28 | iShares MSCI United Kingdom ETF | Purchase | Spouse | $1,001 – $15K | annual |
| 2017-02-28 | iShares MSCI Pacific ex Japan ETF | Purchase | Spouse | $1,001 – $15K | annual |
| 2017-02-28 | Vanguard Growth ETF | Purchase | Spouse | $15K – $50K | annual |
| 2017-02-28 | Vanguard Value ETF | Purchase | Spouse | $50K – $100K | annual |
| 2017-02-28 | iShares MBS ETF | Purchase | Spouse | $1,001 – $15K | annual |
| 2017-02-28 | Vanguard Short-Term Bond ETF | Purchase | Spouse | $1,001 – $15K | annual |
| 2017-02-28 | PowerShares Emerging Markets Sov Dbt ETF | Purchase | Spouse | $1,001 – $15K | annual |
| 2017-02-28 | iShares iBoxx $ High Yield Corp Bd ETF | Purchase | Spouse | $1,001 – $15K | annual |
| 2017-02-28 | iShares 3-7 Year Treasury Bond ETF | Purchase | Spouse | $1,001 – $15K | annual |
| 2017-02-28 | iShares iBoxx $ Invmt Grade Corp Bd ETF | Purchase | Spouse | $1,001 – $15K | annual |
| 2017-02-28 | Vanguard Interm-Term Bond ETF | Purchase | Spouse | $1,001 – $15K | annual |
| 2017-02-28 | iShares TIPS Bond ETF | Purchase | Spouse | $1,001 – $15K | annual |
| 2017-02-22 | Parnassus Endeavor Investor | Sale (Partial) | Spouse | $1,001 – $15K | annual |
| 2017-01-31 | MFS Municipal Limited Maturity I | Purchase | Spouse | $1,001 – $15K | annual |
| 2017-01-31 | Delaware Tax-Free USA Intermediate Instl | Purchase | Spouse | $1,001 – $15K | annual |
| 2017-01-31 | Dreyfus Appreciation Investor | Purchase | Spouse | $1,001 – $15K | annual |
| 2017-01-31 | Hartford Growth Opportunities I | Purchase | Spouse | $1,001 – $15K | annual |
| 2017-01-31 | Calvert Balanced Y | Purchase | Spouse | $1,001 – $15K | annual |
| 2017-01-31 | Calvert Equity Y | Purchase | Spouse | $1,001 – $15K | annual |
| 2017-01-31 | Calvert Short Duration Income Y | Purchase | Spouse | $1,001 – $15K | annual |
| 2017-01-24 | iShares Core MSCI Emerging Markets ETF | Purchase | Spouse | $1,001 – $15K | annual |
| 2017-01-23 | Vanguard Short-Term Bond ETF | Purchase | Spouse | $1,001 – $15K | annual |
| 2017-01-23 | Consumer Discret Sel Sect SPDR ETF | Sale (Partial) | Spouse | $1,001 – $15K | annual |
Financial disclosures
16 reports
To see a report, search efdsearch.senate.gov for the senator's name and the date it was filed; the site doesn't allow links to its reports.
| Filed | Report | Entries |
|---|---|---|
| May 13, 2020 | Annual Report for Calendar 2019 | 49 |
| Apr 16, 2020 | Annual Report for 2019 Due Date Extension 1 | 0 |
| Jul 8, 2019 | Annual Report for Calendar 2016 (Amendment 2) | 98 |
| Jul 8, 2019 | Annual Report for Calendar 2017 (Amendment 2) | 182 |
| Jul 8, 2019 | Annual Report for Calendar 2018 (Amendment 2) | 72 |
| Jul 8, 2019 | Candidate Report (Amendment 1) | 123 |
| Jul 8, 2019 | Candidate Report (Amendment 2) | 85 |
| Jun 12, 2019 | Annual Report for Calendar 2017 (Amendment 1) | 182 |
| Jun 12, 2019 | Annual Report for Calendar 2018 (Amendment 1) | 72 |
| May 15, 2019 | Annual Report for Calendar 2018 | 72 |
| May 15, 2018 | Annual Report for Calendar 2017 | 182 |
| Jul 13, 2017 | Annual Report for Calendar 2016 (Amendment 1) | 96 |
| May 15, 2017 | Annual Report for Calendar 2016 | 96 |
| Aug 12, 2016 | Candidate Report (Amendment 1) | 84 |
| Jul 30, 2016 | Candidate Report | 81 |
| Apr 19, 2016 | Candidate Report for 2016 Due Date Extension 1 | 0 |