Home Congress Tracker Kamala Harris

$5.84M

Net Worth Est.

Trade Volume

Recent Trades

No Trades

Last Traded

Current Member No

Years Active 2017 - 2021

Age 61

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Kamala Harris Net Worth & Stock Portfolio 2026

Democrat (California) Former U.S. Senator Financial Disclosures Trades: 0 Disclosed Assets: 743 Last Disclosed: No Trades

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This portfolio monitors the publicly disclosed assets and transactions of Kamala Harris, compiled from official congressional financial filings under the STOCK Act. It currently tracks 743 disclosed assets and investment accounts. Over 50,000+ investors follow congressional portfolios and disclosures on Snowball Analytics.

Current financial holdings and assets from Kamala Harris's portfolio, tracked and verified through official congressional STOCK Act disclosures by Snowball Analytics.

Disclosed assets include detailed allocations across Cash, Retirement Accounts, and Disclosed Holdings.

Estimated Net Worth

$5.84M

Disclosed Portfolio

Stock Portfolio Value

$1.5M

Est. Disclosed Stocks

Net Worth Growth

+21.7%

vs +44.3% S&P 500

Disclosed Positions

743

Disclosed Assets

Filing Compliance

100%

STOCK Act Compliant

Portfolio Performance vs S&P 500

Cumulative disclosure net worth growth of Kamala Harris vs S&P 500 Index (SPY) since 2016.

Kamala Harris: +21.7% S&P 500: +44.3%

Kamala Harris has a net worth of $5.84M

per our latest estimates. Estimates are calculated based on the midpoints of disclosed asset valuations.

Net Worth Trajectory

$5.84M

Current Net Worth Est.

Top Holdings / Asset Types

Disclosed Holdings

Asset / Holding	Asset Type	Disclosed Amount Range	Owner	Report Year	Filed Date
Vanguard Intermediate-Term Bond Index Fund ETF Shares BIV	Mutual Funds, Exchange Traded Fund/Note	$15,001 - $50,000	Spouse	2019	May 13, 2020
Consumer Discretionary Select Sector SPDR Fund XLY	Mutual Funds, Exchange Traded Fund/Note	$1,001 - $15,000	Spouse	2019	May 13, 2020
Health Care Select Sector SPDR Fund XLV	Mutual Funds, Exchange Traded Fund/Note	$1,001 - $15,000	Spouse	2019	May 13, 2020
Utilities Select Sector SPDR® Fund XLU	Mutual Funds, Exchange Traded Fund/Note	$1,001 - $15,000	Spouse	2019	May 13, 2020
The Real Estate Select Sector SPDR Fund XLRE	Mutual Funds, Exchange Traded Fund/Note	$1,001 - $15,000	Spouse	2019	May 13, 2020
Financial Select Sector SPDR Fund XLF	Mutual Funds, Exchange Traded Fund/Note	$1,001 - $15,000	Spouse	2019	May 13, 2020
Energy Select Sector SPDR Fund XLE	Mutual Funds, Exchange Traded Fund/Note	$1,001 - $15,000	Spouse	2019	May 13, 2020
Communication Services Select Sector SPDR® Fund XLC	Mutual Funds, Exchange Traded Fund/Note	$1,001 - $15,000	Spouse	2019	May 13, 2020
Whitwell Jacoby Emhoff LLP SEP Disclosed Asset	Retirement Plans, Defined Contribution Pension Plan	-	Spouse	2019	May 13, 2020
Wells Fargo Disclosed Asset	Bank Deposit	$15,001 - $50,000	Spouse	2019	May 13, 2020
Wells Fargo Disclosed Asset	Bank Deposit	$250,001 - $500,000	Self	2019	May 13, 2020
Wells Fargo Disclosed Asset	Bank Deposit	$1,001 - $15,000	Self	2019	May 13, 2020
Venable LLP Capital Account Disclosed Asset	Other Securities	$500,001 - $1,000,000	Spouse	2019	May 13, 2020
Vanguard Target Retirement 2030 Trust II Disclosed Asset	Mutual Funds, Mutual Fund	$100,001 - $250,000	Spouse	2019	May 13, 2020
Vanguard Growth Index Fund ETF Shares VUG	Mutual Funds, Exchange Traded Fund/Note	$250,001 - $500,000	Spouse	2019	May 13, 2020
Vanguard Value Index Fund ETF Shares VTV	Mutual Funds, Exchange Traded Fund/Note	$250,001 - $500,000	Spouse	2019	May 13, 2020
Vanguard Industrials Index Fund ETF Shares VIS	Mutual Funds, Exchange Traded Fund/Note	$1,001 - $15,000	Spouse	2019	May 13, 2020
Vanguard Information Technology Index Fund ETF Shares VGT	Mutual Funds, Exchange Traded Fund/Note	$1,001 - $15,000	Spouse	2019	May 13, 2020
Vanguard Consumer Staples Index Fund ETF Shares VDC	Mutual Funds, Exchange Traded Fund/Note	$1,001 - $15,000	Spouse	2019	May 13, 2020
Vanguard Short-Term Corporate Bond Index Fund ETF Shares VCSH	Mutual Funds, Exchange Traded Fund/Note	$1,001 - $15,000	Spouse	2019	May 13, 2020
Vanguard Short-Term Corporate Bond Index Fund ETF Shares VCSH	Mutual Funds, Exchange Traded Fund/Note	$15,001 - $50,000	Spouse	2019	May 13, 2020
Vanguard Intermediate-Term Corporate Bond Index Fund ETF Shares VCIT	Mutual Funds, Exchange Traded Fund/Note	$1,001 - $15,000	Spouse	2019	May 13, 2020
Vanguard Intermediate-Term Corporate Bond Index Fund ETF Shares VCIT	Mutual Funds, Exchange Traded Fund/Note	$1,001 - $15,000	Spouse	2019	May 13, 2020
Vanguard Small-Cap Value Index Fund ETF Shares VBR	Mutual Funds, Exchange Traded Fund/Note	$15,001 - $50,000	Spouse	2019	May 13, 2020
Vanguard Small-Cap Growth Index Fund ETF Shares VBK	Mutual Funds, Exchange Traded Fund/Note	$15,001 - $50,000	Spouse	2019	May 13, 2020
Vanguard Materials Index Fund ETF Shares VAW	Mutual Funds, Exchange Traded Fund/Note	$1,001 - $15,000	Spouse	2019	May 13, 2020
Target Date Fund 2025 Disclosed Asset	Mutual Funds, Mutual Fund	$50,001 - $100,000	Self	2019	May 13, 2020
BlackRock Liquidity Funds - T-Fund TSTXX	Mutual Funds, Mutual Fund	$1,001 - $15,000	Spouse	2019	May 13, 2020
BlackRock Liquidity Funds - T-Fund TSTXX	Mutual Funds, Mutual Fund	$15,001 - $50,000	Spouse	2019	May 13, 2020
iShares TIPS Bond ETF TIP	Mutual Funds, Exchange Traded Fund/Note	$1,001 - $15,000	Spouse	2019	May 13, 2020
iShares TIPS Bond ETF TIP	Mutual Funds, Exchange Traded Fund/Note	$1,001 - $15,000	Spouse	2019	May 13, 2020
State of California Savings Plus 457(b) Plan Disclosed Asset	Retirement Plans, Deferred Compensation	-	Self	2019	May 13, 2020
San Francisco Employees Retirement System (SFERS) Plan Disclosed Asset	Retirement Plans, Defined Benefit Pension Plan	$250,001 - $500,000	Self	2019	May 13, 2020
SFDCP Target Date 2035 Disclosed Asset	Mutual Funds, Mutual Fund	$15,001 - $50,000	Self	2019	May 13, 2020
SFDCP Target Date 2030 Disclosed Asset	Mutual Funds, Mutual Fund	$50,001 - $100,000	Self	2019	May 13, 2020
SFDCP Target Date 2025 Disclosed Asset	Mutual Funds, Mutual Fund	$50,001 - $100,000	Self	2019	May 13, 2020
SFDCP Stable Value Fund Disclosed Asset	Mutual Funds, Mutual Fund	$15,001 - $50,000	Self	2019	May 13, 2020
SFDCP Lg Cap Eq - S&P 500 Disclosed Asset	Mutual Funds, Mutual Fund	$50,001 - $100,000	Self	2019	May 13, 2020
SFDCP Large Cap Growth Eq Disclosed Asset	Mutual Funds, Mutual Fund	$50,001 - $100,000	Self	2019	May 13, 2020
Invesco Preferred ETF PGX	Mutual Funds, Exchange Traded Fund/Note	$1,001 - $15,000	Spouse	2019	May 13, 2020
Merrill Lynch-Bank of America N/A Disclosed Asset	Bank Deposit	$1,001 - $15,000	Spouse	2019	May 13, 2020
Merrill Lynch-Bank of America N/A Disclosed Asset	Bank Deposit	$15,001 - $50,000	Spouse	2019	May 13, 2020
Merrill Lynch - IRRA Disclosed Asset	Retirement Plans, IRA	-	Spouse	2019	May 13, 2020
iShares MBS ETF MBB	Mutual Funds, Exchange Traded Fund/Note	$50,001 - $100,000	Spouse	2019	May 13, 2020
iShares MBS ETF MBB	Mutual Funds, Exchange Traded Fund/Note	$1,001 - $15,000	Spouse	2019	May 13, 2020
Legislators' Retirement System Plan Disclosed Asset	Retirement Plans, Defined Benefit Pension Plan	$50,001 - $100,000	Self	2019	May 13, 2020
iShares iBoxx $ Investment Grade Corporate Bond ETF LQD	Mutual Funds, Exchange Traded Fund/Note	$1,001 - $15,000	Spouse	2019	May 13, 2020
iShares iBoxx $ Investment Grade Corporate Bond ETF LQD	Mutual Funds, Exchange Traded Fund/Note	$15,001 - $50,000	Spouse	2019	May 13, 2020
iShares Core MSCI Emerging Markets ETF IEMG	Mutual Funds, Exchange Traded Fund/Note	$50,001 - $100,000	Spouse	2019	May 13, 2020
iShares Core MSCI Emerging Markets ETF IEMG	Mutual Funds, Exchange Traded Fund/Note	$1,001 - $15,000	Spouse	2019	May 13, 2020
iShares 3-7 Year Treasury Bond ETF IEI	Mutual Funds, Exchange Traded Fund/Note	$15,001 - $50,000	Spouse	2019	May 13, 2020
iShares Core MSCI EAFE ETF IEFA	Mutual Funds, Exchange Traded Fund/Note	$1,001 - $15,000	Spouse	2019	May 13, 2020
iShares Core MSCI EAFE ETF IEFA	Mutual Funds, Exchange Traded Fund/Note	$100,001 - $250,000	Spouse	2019	May 13, 2020
iShares Nasdaq Biotechnology ETF IBB	Mutual Funds, Exchange Traded Fund/Note	$1,001 - $15,000	Spouse	2019	May 13, 2020
Xtrackers USD High Yield Corporate Bond ETF HYLB	Mutual Funds, Exchange Traded Fund/Note	$1,001 - $15,000	Spouse	2019	May 13, 2020
iShares iBoxx $ High Yield Corporate Bond ETF HYG	Mutual Funds, Exchange Traded Fund/Note	$1,001 - $15,000	Spouse	2019	May 13, 2020
First Republic Bank Disclosed Asset	Bank Deposit	$1,001 - $15,000	Spouse	2019	May 13, 2020
First Trust Dow Jones Internet Index Fund FDN	Mutual Funds, Exchange Traded Fund/Note	$1,001 - $15,000	Spouse	2019	May 13, 2020
DLA Piper LLP - Profit Sharing & 401(k) Plan Disclosed Asset	Retirement Plans, Defined Contribution Pension Plan	-	Spouse	2019	May 13, 2020
DLA Piper LLP Disclosed Asset	Other Securities	$500,001 - $1,000,000	Spouse	2019	May 13, 2020
City & County of San Francisco 457(b) Deferred Compensation Plan Disclosed Asset	Retirement Plans, Deferred Compensation	-	Self	2019	May 13, 2020
Vanguard Intermediate-Term Bond Index Fund ETF Shares BIV	Mutual Funds, Exchange Traded Fund/Note	$1,001 - $15,000	Spouse	2019	May 13, 2020
Vanguard Materials Index Fund ETF Shares VAW	Mutual Funds, Exchange Traded Fund/Note	$1,001 - $15,000	Spouse	2018	Jul 08, 2019
Vanguard Intermediate-Term Bond Index Fund ETF Shares BIV	Mutual Funds, Exchange Traded Fund/Note	$50,001 - $100,000	Spouse	2018	May 15, 2019
Vanguard Intermediate-Term Bond Index Fund ETF Shares BIV	Mutual Funds, Exchange Traded Fund/Note	$1,001 - $15,000	Spouse	2018	May 15, 2019
Vanguard Short-Term Bond Index Fund ETF Shares BSV	Mutual Funds, Exchange Traded Fund/Note	$15,001 - $50,000	Spouse	2018	May 15, 2019
Vanguard Short-Term Bond Index Fund ETF Shares BSV	Mutual Funds, Exchange Traded Fund/Note	$1,001 - $15,000	Spouse	2018	May 15, 2019
City & County of San Francisco 457(b) Deferred Compensation Plan Disclosed Asset	Retirement Plans, Deferred Compensation	-	Self	2018	May 15, 2019
DLA Piper LLP Disclosed Asset	Other Securities	$500,001 - $1,000,000	Spouse	2018	May 15, 2019
DLA Piper LLP - Profit Sharing & 401(k) Plan Disclosed Asset	Retirement Plans, Defined Contribution Pension Plan	-	Spouse	2018	May 15, 2019
VanEck Vectors ETF Trust - VanEck Vectors J.P. Morgan EM Local Currency Bond ETF EMLC	Mutual Funds, Exchange Traded Fund/Note	$1,001 - $15,000	Spouse	2018	May 15, 2019
First Trust Dow Jones Internet Index Fund FDN	Mutual Funds, Exchange Traded Fund/Note	$1,001 - $15,000	Spouse	2018	May 15, 2019
First Republic Bank Disclosed Asset	Bank Deposit	$1,001 - $15,000	Spouse	2018	May 15, 2019
iShares iBoxx $ High Yield Corporate Bond ETF HYG	Mutual Funds, Exchange Traded Fund/Note	$1,001 - $15,000	Spouse	2018	May 15, 2019
iShares Nasdaq Biotechnology ETF IBB	Mutual Funds, Exchange Traded Fund/Note	$1,001 - $15,000	Spouse	2018	May 15, 2019
iShares Core MSCI EAFE ETF IEFA	Mutual Funds, Exchange Traded Fund/Note	$100,001 - $250,000	Spouse	2018	May 15, 2019
iShares Core MSCI EAFE ETF IEFA	Mutual Funds, Exchange Traded Fund/Note	$1,001 - $15,000	Spouse	2018	May 15, 2019
iShares 3-7 Year Treasury Bond ETF IEI	Mutual Funds, Exchange Traded Fund/Note	$1,001 - $15,000	Spouse	2018	May 15, 2019
iShares 3-7 Year Treasury Bond ETF IEI	Mutual Funds, Exchange Traded Fund/Note	$15,001 - $50,000	Spouse	2018	May 15, 2019
iShares Core MSCI Emerging Markets ETF IEMG	Mutual Funds, Exchange Traded Fund/Note	$1,001 - $15,000	Spouse	2018	May 15, 2019
iShares Core MSCI Emerging Markets ETF IEMG	Mutual Funds, Exchange Traded Fund/Note	$50,001 - $100,000	Spouse	2018	May 15, 2019
iShares iBoxx $ Investment Grade Corporate Bond ETF LQD	Mutual Funds, Exchange Traded Fund/Note	$15,001 - $50,000	Spouse	2018	May 15, 2019
iShares iBoxx $ Investment Grade Corporate Bond ETF LQD	Mutual Funds, Exchange Traded Fund/Note	$1,001 - $15,000	Spouse	2018	May 15, 2019
iShares MBS ETF MBB	Mutual Funds, Exchange Traded Fund/Note	$1,001 - $15,000	Spouse	2018	May 15, 2019
iShares MBS ETF MBB	Mutual Funds, Exchange Traded Fund/Note	$50,001 - $100,000	Spouse	2018	May 15, 2019
Merrill Lynch - IRRA Disclosed Asset	Retirement Plans, IRA	-	Spouse	2018	May 15, 2019
Merrill Lynch-Bank of America N/A Disclosed Asset	Bank Deposit	$15,001 - $50,000	Spouse	2018	May 15, 2019
Merrill Lynch-Bank of America N/A Disclosed Asset	Bank Deposit	$1,001 - $15,000	Spouse	2018	May 15, 2019
Invesco Emerging Markets Sovereign Debt ETF PCY	Mutual Funds, Exchange Traded Fund/Note	$1,001 - $15,000	Spouse	2018	May 15, 2019
Invesco Emerging Markets Sovereign Debt ETF PCY	Mutual Funds, Exchange Traded Fund/Note	$1,001 - $15,000	Spouse	2018	May 15, 2019
Invesco Preferred ETF PGX	Mutual Funds, Exchange Traded Fund/Note	$1,001 - $15,000	Spouse	2018	May 15, 2019
SFDCP International Equity Disclosed Asset	Mutual Funds, Mutual Fund	$50,001 - $100,000	Self	2018	May 15, 2019
SFDCP Large Cap Growth Eq Disclosed Asset	Mutual Funds, Mutual Fund	$100,001 - $250,000	Self	2018	May 15, 2019
SFDCP Lg Cap Eq - S&P 500 Disclosed Asset	Mutual Funds, Mutual Fund	$15,001 - $50,000	Self	2018	May 15, 2019
SFDCP Mid Cap Core Disclosed Asset	Mutual Funds, Mutual Fund	$50,001 - $100,000	Self	2018	May 15, 2019
SFDCP Real Estate Disclosed Asset	Mutual Funds, Mutual Fund	$15,001 - $50,000	Self	2018	May 15, 2019
SFDCP Target Date 2025 Disclosed Asset	Mutual Funds, Mutual Fund	$15,001 - $50,000	Self	2018	May 15, 2019
San Francisco Employees Retirement System (SFERS) Plan Disclosed Asset	Retirement Plans, Defined Benefit Pension Plan	$250,001 - $500,000	Self	2018	May 15, 2019
State of California Savings Plus 457(b) Plan Disclosed Asset	Retirement Plans, Deferred Compensation	-	Self	2018	May 15, 2019
iShares TIPS Bond ETF TIP	Mutual Funds, Exchange Traded Fund/Note	$1,001 - $15,000	Spouse	2018	May 15, 2019
iShares TIPS Bond ETF TIP	Mutual Funds, Exchange Traded Fund/Note	$1,001 - $15,000	Spouse	2018	May 15, 2019
Target Date Fund 2025 Disclosed Asset	Mutual Funds, Mutual Fund	$50,001 - $100,000	Self	2018	May 15, 2019
Vanguard Materials Index Fund ETF Shares VAW	Mutual Funds, Exchange Traded Fund/Note	$1,001 - $15,000	Spouse	2018	May 15, 2019
Vanguard Small-Cap Growth Index Fund ETF Shares VBK	Mutual Funds, Exchange Traded Fund/Note	$15,001 - $50,000	Spouse	2018	May 15, 2019
Vanguard Small-Cap Value Index Fund ETF Shares VBR	Mutual Funds, Exchange Traded Fund/Note	$15,001 - $50,000	Spouse	2018	May 15, 2019
Vanguard Consumer Staples Index Fund ETF Shares VDC	Mutual Funds, Exchange Traded Fund/Note	$1,001 - $15,000	Spouse	2018	May 15, 2019
Vanguard Information Technology Index Fund ETF Shares VGT	Mutual Funds, Exchange Traded Fund/Note	$1,001 - $15,000	Spouse	2018	May 15, 2019
Vanguard Industrials Index Fund ETF Shares VIS	Mutual Funds, Exchange Traded Fund/Note	$1,001 - $15,000	Spouse	2018	May 15, 2019
Vanguard Value Index Fund ETF Shares VTV	Mutual Funds, Exchange Traded Fund/Note	$250,001 - $500,000	Spouse	2018	May 15, 2019
Vanguard Growth Index Fund ETF Shares VUG	Mutual Funds, Exchange Traded Fund/Note	$100,001 - $250,000	Spouse	2018	May 15, 2019
Vanguard Target Retirement 2030 Trust II Disclosed Asset	Mutual Funds, Mutual Fund	$15,001 - $50,000	Spouse	2018	May 15, 2019
Venable LLP Capital Account Disclosed Asset	Other Securities	$500,001 - $1,000,000	Spouse	2018	May 15, 2019
Wells Fargo Disclosed Asset	Bank Deposit	$1,001 - $15,000	Self	2018	May 15, 2019
Wells Fargo Disclosed Asset	Bank Deposit	$250,001 - $500,000	Self	2018	May 15, 2019
Wells Fargo Disclosed Asset	Bank Deposit	$15,001 - $50,000	Spouse	2018	May 15, 2019
Whitwell Jacoby Emhoff LLP SEP Disclosed Asset	Retirement Plans, Defined Contribution Pension Plan	-	Spouse	2018	May 15, 2019
Energy Select Sector SPDR Fund XLE	Mutual Funds, Exchange Traded Fund/Note	-	Spouse	2018	May 15, 2019
Financial Select Sector SPDR Fund XLF	Mutual Funds, Exchange Traded Fund/Note	$1,001 - $15,000	Spouse	2018	May 15, 2019
The Real Estate Select Sector SPDR Fund XLRE	Mutual Funds, Exchange Traded Fund/Note	$1,001 - $15,000	Spouse	2018	May 15, 2019
Health Care Select Sector SPDR Fund XLV	Mutual Funds, Exchange Traded Fund/Note	$1,001 - $15,000	Spouse	2018	May 15, 2019
Consumer Discretionary Select Sector SPDR Fund XLY	Mutual Funds, Exchange Traded Fund/Note	$1,001 - $15,000	Spouse	2018	May 15, 2019
Vanguard Intermediate-Term Bond Index Fund ETF Shares BIV	Mutual Funds, Exchange Traded Fund/Note	$50,001 - $100,000	Spouse	2018	Jun 12, 2019
Vanguard Intermediate-Term Bond Index Fund ETF Shares BIV	Mutual Funds, Exchange Traded Fund/Note	$1,001 - $15,000	Spouse	2018	Jun 12, 2019
Vanguard Short-Term Bond Index Fund ETF Shares BSV	Mutual Funds, Exchange Traded Fund/Note	$15,001 - $50,000	Spouse	2018	Jun 12, 2019
Vanguard Short-Term Bond Index Fund ETF Shares BSV	Mutual Funds, Exchange Traded Fund/Note	$1,001 - $15,000	Spouse	2018	Jun 12, 2019
City & County of San Francisco 457(b) Deferred Compensation Plan Disclosed Asset	Retirement Plans, Deferred Compensation	-	Self	2018	Jun 12, 2019
DLA Piper LLP Disclosed Asset	Other Securities	$500,001 - $1,000,000	Spouse	2018	Jun 12, 2019
DLA Piper LLP - Profit Sharing & 401(k) Plan Disclosed Asset	Retirement Plans, Defined Contribution Pension Plan	-	Spouse	2018	Jun 12, 2019
VanEck Vectors ETF Trust - VanEck Vectors J.P. Morgan EM Local Currency Bond ETF EMLC	Mutual Funds, Exchange Traded Fund/Note	$1,001 - $15,000	Spouse	2018	Jun 12, 2019
First Trust Dow Jones Internet Index Fund FDN	Mutual Funds, Exchange Traded Fund/Note	$1,001 - $15,000	Spouse	2018	Jun 12, 2019
First Republic Bank Disclosed Asset	Bank Deposit	$1,001 - $15,000	Spouse	2018	Jun 12, 2019
iShares iBoxx $ High Yield Corporate Bond ETF HYG	Mutual Funds, Exchange Traded Fund/Note	$1,001 - $15,000	Spouse	2018	Jun 12, 2019
iShares Nasdaq Biotechnology ETF IBB	Mutual Funds, Exchange Traded Fund/Note	$1,001 - $15,000	Spouse	2018	Jun 12, 2019
iShares Core MSCI EAFE ETF IEFA	Mutual Funds, Exchange Traded Fund/Note	$100,001 - $250,000	Spouse	2018	Jun 12, 2019
iShares Core MSCI EAFE ETF IEFA	Mutual Funds, Exchange Traded Fund/Note	$1,001 - $15,000	Spouse	2018	Jun 12, 2019
iShares 3-7 Year Treasury Bond ETF IEI	Mutual Funds, Exchange Traded Fund/Note	$1,001 - $15,000	Spouse	2018	Jun 12, 2019
iShares 3-7 Year Treasury Bond ETF IEI	Mutual Funds, Exchange Traded Fund/Note	$15,001 - $50,000	Spouse	2018	Jun 12, 2019
iShares Core MSCI Emerging Markets ETF IEMG	Mutual Funds, Exchange Traded Fund/Note	$1,001 - $15,000	Spouse	2018	Jun 12, 2019
iShares Core MSCI Emerging Markets ETF IEMG	Mutual Funds, Exchange Traded Fund/Note	$50,001 - $100,000	Spouse	2018	Jun 12, 2019
iShares iBoxx $ Investment Grade Corporate Bond ETF LQD	Mutual Funds, Exchange Traded Fund/Note	$15,001 - $50,000	Spouse	2018	Jun 12, 2019
iShares iBoxx $ Investment Grade Corporate Bond ETF LQD	Mutual Funds, Exchange Traded Fund/Note	$1,001 - $15,000	Spouse	2018	Jun 12, 2019
iShares MBS ETF MBB	Mutual Funds, Exchange Traded Fund/Note	$1,001 - $15,000	Spouse	2018	Jun 12, 2019
iShares MBS ETF MBB	Mutual Funds, Exchange Traded Fund/Note	$50,001 - $100,000	Spouse	2018	Jun 12, 2019
Merrill Lynch - IRRA Disclosed Asset	Retirement Plans, IRA	-	Spouse	2018	Jun 12, 2019
Merrill Lynch-Bank of America N/A Disclosed Asset	Bank Deposit	$15,001 - $50,000	Spouse	2018	Jun 12, 2019
Merrill Lynch-Bank of America N/A Disclosed Asset	Bank Deposit	$1,001 - $15,000	Spouse	2018	Jun 12, 2019
Invesco Emerging Markets Sovereign Debt ETF PCY	Mutual Funds, Exchange Traded Fund/Note	$1,001 - $15,000	Spouse	2018	Jun 12, 2019
Invesco Emerging Markets Sovereign Debt ETF PCY	Mutual Funds, Exchange Traded Fund/Note	$1,001 - $15,000	Spouse	2018	Jun 12, 2019
Invesco Preferred ETF PGX	Mutual Funds, Exchange Traded Fund/Note	$1,001 - $15,000	Spouse	2018	Jun 12, 2019
SFDCP International Equity Disclosed Asset	Mutual Funds, Mutual Fund	$50,001 - $100,000	Self	2018	Jun 12, 2019
SFDCP Large Cap Growth Eq Disclosed Asset	Mutual Funds, Mutual Fund	$100,001 - $250,000	Self	2018	Jun 12, 2019
SFDCP Lg Cap Eq - S&P 500 Disclosed Asset	Mutual Funds, Mutual Fund	$15,001 - $50,000	Self	2018	Jun 12, 2019
SFDCP Mid Cap Core Disclosed Asset	Mutual Funds, Mutual Fund	$50,001 - $100,000	Self	2018	Jun 12, 2019
SFDCP Real Estate Disclosed Asset	Mutual Funds, Mutual Fund	$15,001 - $50,000	Self	2018	Jun 12, 2019
SFDCP Target Date 2025 Disclosed Asset	Mutual Funds, Mutual Fund	$15,001 - $50,000	Self	2018	Jun 12, 2019
San Francisco Employees Retirement System (SFERS) Plan Disclosed Asset	Retirement Plans, Defined Benefit Pension Plan	$250,001 - $500,000	Self	2018	Jun 12, 2019
State of California Savings Plus 457(b) Plan Disclosed Asset	Retirement Plans, Deferred Compensation	-	Self	2018	Jun 12, 2019
iShares TIPS Bond ETF TIP	Mutual Funds, Exchange Traded Fund/Note	$1,001 - $15,000	Spouse	2018	Jun 12, 2019
iShares TIPS Bond ETF TIP	Mutual Funds, Exchange Traded Fund/Note	$1,001 - $15,000	Spouse	2018	Jun 12, 2019
Target Date Fund 2025 Disclosed Asset	Mutual Funds, Mutual Fund	$50,001 - $100,000	Self	2018	Jun 12, 2019
Vanguard Materials Index Fund ETF Shares VAW	Mutual Funds, Exchange Traded Fund/Note	$1,001 - $15,000	Spouse	2018	Jun 12, 2019
Vanguard Small-Cap Growth Index Fund ETF Shares VBK	Mutual Funds, Exchange Traded Fund/Note	$15,001 - $50,000	Spouse	2018	Jun 12, 2019
Vanguard Small-Cap Value Index Fund ETF Shares VBR	Mutual Funds, Exchange Traded Fund/Note	$15,001 - $50,000	Spouse	2018	Jun 12, 2019
Vanguard Consumer Staples Index Fund ETF Shares VDC	Mutual Funds, Exchange Traded Fund/Note	$1,001 - $15,000	Spouse	2018	Jun 12, 2019
Vanguard Information Technology Index Fund ETF Shares VGT	Mutual Funds, Exchange Traded Fund/Note	$1,001 - $15,000	Spouse	2018	Jun 12, 2019
Vanguard Industrials Index Fund ETF Shares VIS	Mutual Funds, Exchange Traded Fund/Note	$1,001 - $15,000	Spouse	2018	Jun 12, 2019
Vanguard Value Index Fund ETF Shares VTV	Mutual Funds, Exchange Traded Fund/Note	$250,001 - $500,000	Spouse	2018	Jun 12, 2019
Vanguard Growth Index Fund ETF Shares VUG	Mutual Funds, Exchange Traded Fund/Note	$100,001 - $250,000	Spouse	2018	Jun 12, 2019
Vanguard Target Retirement 2030 Trust II Disclosed Asset	Mutual Funds, Mutual Fund	$15,001 - $50,000	Spouse	2018	Jun 12, 2019
Venable LLP Capital Account Disclosed Asset	Other Securities	$500,001 - $1,000,000	Spouse	2018	Jun 12, 2019
Wells Fargo Disclosed Asset	Bank Deposit	$1,001 - $15,000	Self	2018	Jun 12, 2019
Wells Fargo Disclosed Asset	Bank Deposit	$250,001 - $500,000	Self	2018	Jun 12, 2019
Wells Fargo Disclosed Asset	Bank Deposit	$15,001 - $50,000	Spouse	2018	Jun 12, 2019
Whitwell Jacoby Emhoff LLP SEP Disclosed Asset	Retirement Plans, Defined Contribution Pension Plan	-	Spouse	2018	Jun 12, 2019
Energy Select Sector SPDR Fund XLE	Mutual Funds, Exchange Traded Fund/Note	-	Spouse	2018	Jun 12, 2019
Financial Select Sector SPDR Fund XLF	Mutual Funds, Exchange Traded Fund/Note	$1,001 - $15,000	Spouse	2018	Jun 12, 2019
The Real Estate Select Sector SPDR Fund XLRE	Mutual Funds, Exchange Traded Fund/Note	$1,001 - $15,000	Spouse	2018	Jun 12, 2019
Health Care Select Sector SPDR Fund XLV	Mutual Funds, Exchange Traded Fund/Note	$1,001 - $15,000	Spouse	2018	Jun 12, 2019
Consumer Discretionary Select Sector SPDR Fund XLY	Mutual Funds, Exchange Traded Fund/Note	$1,001 - $15,000	Spouse	2018	Jun 12, 2019
Vanguard Intermediate-Term Bond Index Fund ETF Shares BIV	Mutual Funds, Exchange Traded Fund/Note	$50,001 - $100,000	Spouse	2018	Jul 08, 2019
Vanguard Intermediate-Term Bond Index Fund ETF Shares BIV	Mutual Funds, Exchange Traded Fund/Note	$1,001 - $15,000	Spouse	2018	Jul 08, 2019
Vanguard Short-Term Bond Index Fund ETF Shares BSV	Mutual Funds, Exchange Traded Fund/Note	$15,001 - $50,000	Spouse	2018	Jul 08, 2019
Vanguard Short-Term Bond Index Fund ETF Shares BSV	Mutual Funds, Exchange Traded Fund/Note	$1,001 - $15,000	Spouse	2018	Jul 08, 2019
City & County of San Francisco 457(b) Deferred Compensation Plan Disclosed Asset	Retirement Plans, Deferred Compensation	-	Self	2018	Jul 08, 2019
DLA Piper LLP Disclosed Asset	Other Securities	$500,001 - $1,000,000	Spouse	2018	Jul 08, 2019
DLA Piper LLP - Profit Sharing & 401(k) Plan Disclosed Asset	Retirement Plans, Defined Contribution Pension Plan	-	Spouse	2018	Jul 08, 2019
VanEck Vectors ETF Trust - VanEck Vectors J.P. Morgan EM Local Currency Bond ETF EMLC	Mutual Funds, Exchange Traded Fund/Note	$1,001 - $15,000	Spouse	2018	Jul 08, 2019
First Trust Dow Jones Internet Index Fund FDN	Mutual Funds, Exchange Traded Fund/Note	$1,001 - $15,000	Spouse	2018	Jul 08, 2019
First Republic Bank Disclosed Asset	Bank Deposit	$1,001 - $15,000	Spouse	2018	Jul 08, 2019
iShares iBoxx $ High Yield Corporate Bond ETF HYG	Mutual Funds, Exchange Traded Fund/Note	$1,001 - $15,000	Spouse	2018	Jul 08, 2019
iShares Nasdaq Biotechnology ETF IBB	Mutual Funds, Exchange Traded Fund/Note	$1,001 - $15,000	Spouse	2018	Jul 08, 2019
iShares Core MSCI EAFE ETF IEFA	Mutual Funds, Exchange Traded Fund/Note	$100,001 - $250,000	Spouse	2018	Jul 08, 2019
iShares Core MSCI EAFE ETF IEFA	Mutual Funds, Exchange Traded Fund/Note	$1,001 - $15,000	Spouse	2018	Jul 08, 2019
iShares 3-7 Year Treasury Bond ETF IEI	Mutual Funds, Exchange Traded Fund/Note	$1,001 - $15,000	Spouse	2018	Jul 08, 2019
iShares 3-7 Year Treasury Bond ETF IEI	Mutual Funds, Exchange Traded Fund/Note	$15,001 - $50,000	Spouse	2018	Jul 08, 2019
iShares Core MSCI Emerging Markets ETF IEMG	Mutual Funds, Exchange Traded Fund/Note	$1,001 - $15,000	Spouse	2018	Jul 08, 2019
iShares Core MSCI Emerging Markets ETF IEMG	Mutual Funds, Exchange Traded Fund/Note	$50,001 - $100,000	Spouse	2018	Jul 08, 2019
iShares iBoxx $ Investment Grade Corporate Bond ETF LQD	Mutual Funds, Exchange Traded Fund/Note	$15,001 - $50,000	Spouse	2018	Jul 08, 2019
iShares iBoxx $ Investment Grade Corporate Bond ETF LQD	Mutual Funds, Exchange Traded Fund/Note	$1,001 - $15,000	Spouse	2018	Jul 08, 2019
Legislators' Retirement System Plan Disclosed Asset	Retirement Plans, Defined Benefit Pension Plan	$50,001 - $100,000	Self	2018	Jul 08, 2019
iShares MBS ETF MBB	Mutual Funds, Exchange Traded Fund/Note	$1,001 - $15,000	Spouse	2018	Jul 08, 2019
iShares MBS ETF MBB	Mutual Funds, Exchange Traded Fund/Note	$50,001 - $100,000	Spouse	2018	Jul 08, 2019
Merrill Lynch - IRRA Disclosed Asset	Retirement Plans, IRA	-	Spouse	2018	Jul 08, 2019
Merrill Lynch-Bank of America N/A Disclosed Asset	Bank Deposit	$15,001 - $50,000	Spouse	2018	Jul 08, 2019
Merrill Lynch-Bank of America N/A Disclosed Asset	Bank Deposit	$1,001 - $15,000	Spouse	2018	Jul 08, 2019
Invesco Emerging Markets Sovereign Debt ETF PCY	Mutual Funds, Exchange Traded Fund/Note	$1,001 - $15,000	Spouse	2018	Jul 08, 2019
Invesco Emerging Markets Sovereign Debt ETF PCY	Mutual Funds, Exchange Traded Fund/Note	$1,001 - $15,000	Spouse	2018	Jul 08, 2019
Invesco Preferred ETF PGX	Mutual Funds, Exchange Traded Fund/Note	$1,001 - $15,000	Spouse	2018	Jul 08, 2019
SFDCP International Equity Disclosed Asset	Mutual Funds, Mutual Fund	$50,001 - $100,000	Self	2018	Jul 08, 2019
SFDCP Large Cap Growth Eq Disclosed Asset	Mutual Funds, Mutual Fund	$100,001 - $250,000	Self	2018	Jul 08, 2019
SFDCP Lg Cap Eq - S&P 500 Disclosed Asset	Mutual Funds, Mutual Fund	$15,001 - $50,000	Self	2018	Jul 08, 2019
SFDCP Mid Cap Core Disclosed Asset	Mutual Funds, Mutual Fund	$50,001 - $100,000	Self	2018	Jul 08, 2019
SFDCP Real Estate Disclosed Asset	Mutual Funds, Mutual Fund	$15,001 - $50,000	Self	2018	Jul 08, 2019
SFDCP Target Date 2025 Disclosed Asset	Mutual Funds, Mutual Fund	$15,001 - $50,000	Self	2018	Jul 08, 2019
San Francisco Employees Retirement System (SFERS) Plan Disclosed Asset	Retirement Plans, Defined Benefit Pension Plan	$250,001 - $500,000	Self	2018	Jul 08, 2019
State of California Savings Plus 457(b) Plan Disclosed Asset	Retirement Plans, Deferred Compensation	-	Self	2018	Jul 08, 2019
iShares TIPS Bond ETF TIP	Mutual Funds, Exchange Traded Fund/Note	$1,001 - $15,000	Spouse	2018	Jul 08, 2019
iShares TIPS Bond ETF TIP	Mutual Funds, Exchange Traded Fund/Note	$1,001 - $15,000	Spouse	2018	Jul 08, 2019
Target Date Fund 2025 Disclosed Asset	Mutual Funds, Mutual Fund	$50,001 - $100,000	Self	2018	Jul 08, 2019
Vanguard Small-Cap Growth Index Fund ETF Shares VBK	Mutual Funds, Exchange Traded Fund/Note	$15,001 - $50,000	Spouse	2018	Jul 08, 2019
Vanguard Small-Cap Value Index Fund ETF Shares VBR	Mutual Funds, Exchange Traded Fund/Note	$15,001 - $50,000	Spouse	2018	Jul 08, 2019
Vanguard Consumer Staples Index Fund ETF Shares VDC	Mutual Funds, Exchange Traded Fund/Note	$1,001 - $15,000	Spouse	2018	Jul 08, 2019
Vanguard Information Technology Index Fund ETF Shares VGT	Mutual Funds, Exchange Traded Fund/Note	$1,001 - $15,000	Spouse	2018	Jul 08, 2019
Vanguard Industrials Index Fund ETF Shares VIS	Mutual Funds, Exchange Traded Fund/Note	$1,001 - $15,000	Spouse	2018	Jul 08, 2019
Vanguard Value Index Fund ETF Shares VTV	Mutual Funds, Exchange Traded Fund/Note	$250,001 - $500,000	Spouse	2018	Jul 08, 2019
Vanguard Growth Index Fund ETF Shares VUG	Mutual Funds, Exchange Traded Fund/Note	$100,001 - $250,000	Spouse	2018	Jul 08, 2019
Vanguard Target Retirement 2030 Trust II Disclosed Asset	Mutual Funds, Mutual Fund	$15,001 - $50,000	Spouse	2018	Jul 08, 2019
Venable LLP Capital Account Disclosed Asset	Other Securities	$500,001 - $1,000,000	Spouse	2018	Jul 08, 2019
Wells Fargo Disclosed Asset	Bank Deposit	$1,001 - $15,000	Self	2018	Jul 08, 2019
Wells Fargo Disclosed Asset	Bank Deposit	$250,001 - $500,000	Self	2018	Jul 08, 2019
Wells Fargo Disclosed Asset	Bank Deposit	$15,001 - $50,000	Spouse	2018	Jul 08, 2019
Whitwell Jacoby Emhoff LLP SEP Disclosed Asset	Retirement Plans, Defined Contribution Pension Plan	-	Spouse	2018	Jul 08, 2019
Energy Select Sector SPDR Fund XLE	Mutual Funds, Exchange Traded Fund/Note	-	Spouse	2018	Jul 08, 2019
Financial Select Sector SPDR Fund XLF	Mutual Funds, Exchange Traded Fund/Note	$1,001 - $15,000	Spouse	2018	Jul 08, 2019
The Real Estate Select Sector SPDR Fund XLRE	Mutual Funds, Exchange Traded Fund/Note	$1,001 - $15,000	Spouse	2018	Jul 08, 2019
Health Care Select Sector SPDR Fund XLV	Mutual Funds, Exchange Traded Fund/Note	$1,001 - $15,000	Spouse	2018	Jul 08, 2019
Consumer Discretionary Select Sector SPDR Fund XLY	Mutual Funds, Exchange Traded Fund/Note	$1,001 - $15,000	Spouse	2018	Jul 08, 2019
Vanguard Growth Index Fund ETF Shares VUG	Mutual Funds, Exchange Traded Fund/Note	-	Spouse	2017	May 15, 2018
Venable LLP Capital Account Disclosed Asset	Other Securities	$500,001 - $1,000,000	Spouse	2017	May 15, 2018
WEMIX-Wells Fargo Advantage Emerging Gr Instl (NASDAQ) Disclosed Asset	Mutual Funds, Mutual Fund	-	Spouse	2017	May 15, 2018
Wells Fargo Disclosed Asset	Bank Deposit	$1,001 - $15,000	Self	2017	May 15, 2018
Wells Fargo Disclosed Asset	Bank Deposit	$250,001 - $500,000	Self	2017	May 15, 2018
Wells Fargo Disclosed Asset	Bank Deposit	$50,001 - $100,000	Spouse	2017	May 15, 2018
Whitwell Jacoby Emhoff LLP SEP Disclosed Asset	Retirement Plans, Defined Contribution Pension Plan	-	Spouse	2017	May 15, 2018
Energy Select Sector SPDR Fund XLE	Mutual Funds, Exchange Traded Fund/Note	-	Spouse	2017	May 15, 2018
Financial Select Sector SPDR Fund XLF	Mutual Funds, Exchange Traded Fund/Note	$1,001 - $15,000	Spouse	2017	May 15, 2018
The Real Estate Select Sector SPDR Fund XLRE	Mutual Funds, Exchange Traded Fund/Note	$1,001 - $15,000	Spouse	2017	May 15, 2018
Health Care Select Sector SPDR Fund XLV	Mutual Funds, Exchange Traded Fund/Note	$1,001 - $15,000	Spouse	2017	May 15, 2018
Consumer Discretionary Select Sector SPDR Fund XLY	Mutual Funds, Exchange Traded Fund/Note	$1,001 - $15,000	Spouse	2017	May 15, 2018
WEMIX-Wells Fargo Advantage Emerging Gr Instl (NASDAQ) Disclosed Asset	Mutual Funds, Mutual Fund	-	Spouse	2017	Jul 08, 2019
Wells Fargo Disclosed Asset	Bank Deposit	$1,001 - $15,000	Self	2017	Jul 08, 2019
Wells Fargo Disclosed Asset	Bank Deposit	$250,001 - $500,000	Self	2017	Jul 08, 2019
Wells Fargo Disclosed Asset	Bank Deposit	$50,001 - $100,000	Spouse	2017	Jul 08, 2019
Whitwell Jacoby Emhoff LLP SEP Disclosed Asset	Retirement Plans, Defined Contribution Pension Plan	-	Spouse	2017	Jul 08, 2019
Energy Select Sector SPDR Fund XLE	Mutual Funds, Exchange Traded Fund/Note	-	Spouse	2017	Jul 08, 2019
Financial Select Sector SPDR Fund XLF	Mutual Funds, Exchange Traded Fund/Note	$1,001 - $15,000	Spouse	2017	Jul 08, 2019
The Real Estate Select Sector SPDR Fund XLRE	Mutual Funds, Exchange Traded Fund/Note	$1,001 - $15,000	Spouse	2017	Jul 08, 2019
Health Care Select Sector SPDR Fund XLV	Mutual Funds, Exchange Traded Fund/Note	$1,001 - $15,000	Spouse	2017	Jul 08, 2019
Consumer Discretionary Select Sector SPDR Fund XLY	Mutual Funds, Exchange Traded Fund/Note	$1,001 - $15,000	Spouse	2017	Jul 08, 2019
AEPFX-American Funds Europacific Growth F2 (NASDAQ) Disclosed Asset	Mutual Funds, Mutual Fund	-	Spouse	2017	Jun 12, 2019
ANOIX-American Century Small Cap Growth Inv (NASDAQ) Disclosed Asset	Mutual Funds, Mutual Fund	-	Spouse	2017	Jun 12, 2019
Vanguard Intermediate-Term Bond Index Fund ETF Shares BIV	Mutual Funds, Exchange Traded Fund/Note	$50,001 - $100,000	Spouse	2017	Jun 12, 2019
Vanguard Intermediate-Term Bond Index Fund ETF Shares BIV	Mutual Funds, Exchange Traded Fund/Note	$1,001 - $15,000	Spouse	2017	Jun 12, 2019
Vanguard Short-Term Bond Index Fund ETF Shares BSV	Mutual Funds, Exchange Traded Fund/Note	$15,001 - $50,000	Spouse	2017	Jun 12, 2019
Vanguard Short-Term Bond Index Fund ETF Shares BSV	Mutual Funds, Exchange Traded Fund/Note	$1,001 - $15,000	Spouse	2017	Jun 12, 2019
Charles Schwab IRA Rollover Disclosed Asset	Retirement Plans, IRA	-	Spouse	2017	Jun 12, 2019
City & County of San Francisco 457(b) Deferred Compensation Plan Disclosed Asset	Retirement Plans, Deferred Compensation	-	Self	2017	Jun 12, 2019
DLA Piper LLP Retirement Plan Disclosed Asset	Retirement Plans, Defined Contribution Pension Plan	-	Spouse	2017	Jun 12, 2019
iShares MSCI EAFE ETF EFA	Mutual Funds, Exchange Traded Fund/Note	-	Spouse	2017	Jun 12, 2019
VanEck Vectors ETF Trust - VanEck Vectors J.P. Morgan EM Local Currency Bond ETF EMLC	Mutual Funds, Exchange Traded Fund/Note	$1,001 - $15,000	Spouse	2017	Jun 12, 2019
iShares MSCI Pacific ex Japan ETF EPP	Mutual Funds, Exchange Traded Fund/Note	$15,001 - $50,000	Spouse	2017	Jun 12, 2019
iShares MSCI Pacific ex Japan ETF EPP	Mutual Funds, Exchange Traded Fund/Note	$1,001 - $15,000	Spouse	2017	Jun 12, 2019
iShares MSCI Canada ETF EWC	Mutual Funds, Exchange Traded Fund/Note	$15,001 - $50,000	Spouse	2017	Jun 12, 2019
iShares MSCI Canada ETF EWC	Mutual Funds, Exchange Traded Fund/Note	$1,001 - $15,000	Spouse	2017	Jun 12, 2019
iShares MSCI Sweden ETF EWD	Mutual Funds, Exchange Traded Fund/Note	$1,001 - $15,000	Spouse	2017	Jun 12, 2019
iShares MSCI Japan ETF EWJ	Mutual Funds, Exchange Traded Fund/Note	$15,001 - $50,000	Spouse	2017	Jun 12, 2019
iShares MSCI Japan ETF EWJ	Mutual Funds, Exchange Traded Fund/Note	$1,001 - $15,000	Spouse	2017	Jun 12, 2019
iShares MSCI Switzerland ETF EWL	Mutual Funds, Exchange Traded Fund/Note	$15,001 - $50,000	Spouse	2017	Jun 12, 2019
iShares MSCI Switzerland ETF EWL	Mutual Funds, Exchange Traded Fund/Note	$1,001 - $15,000	Spouse	2017	Jun 12, 2019
iShares MSCI United Kingdom ETF EWU	Mutual Funds, Exchange Traded Fund/Note	$1,001 - $15,000	Spouse	2017	Jun 12, 2019
iShares MSCI United Kingdom ETF EWU	Mutual Funds, Exchange Traded Fund/Note	$15,001 - $50,000	Spouse	2017	Jun 12, 2019
iShares MSCI Eurozone ETF EZU	Mutual Funds, Exchange Traded Fund/Note	$50,001 - $100,000	Spouse	2017	Jun 12, 2019
iShares MSCI Eurozone ETF EZU	Mutual Funds, Exchange Traded Fund/Note	$1,001 - $15,000	Spouse	2017	Jun 12, 2019
First Trust Dow Jones Internet Index Fund FDN	Mutual Funds, Exchange Traded Fund/Note	$1,001 - $15,000	Spouse	2017	Jun 12, 2019
First Republic Bank Disclosed Asset	Bank Deposit	$1,001 - $15,000	Spouse	2017	Jun 12, 2019
HGOIX-Hartford Growth Opportunities I (NASDAQ) Disclosed Asset	Mutual Funds, Mutual Fund	-	Spouse	2017	Jun 12, 2019
iShares iBoxx $ High Yield Corporate Bond ETF HYG	Mutual Funds, Exchange Traded Fund/Note	$1,001 - $15,000	Spouse	2017	Jun 12, 2019
iShares Nasdaq Biotechnology ETF IBB	Mutual Funds, Exchange Traded Fund/Note	$1,001 - $15,000	Spouse	2017	Jun 12, 2019
iShares 3-7 Year Treasury Bond ETF IEI	Mutual Funds, Exchange Traded Fund/Note	$1,001 - $15,000	Spouse	2017	Jun 12, 2019
iShares 3-7 Year Treasury Bond ETF IEI	Mutual Funds, Exchange Traded Fund/Note	$15,001 - $50,000	Spouse	2017	Jun 12, 2019
iShares Core MSCI Emerging Markets ETF IEMG	Mutual Funds, Exchange Traded Fund/Note	$1,001 - $15,000	Spouse	2017	Jun 12, 2019
iShares Core MSCI Emerging Markets ETF IEMG	Mutual Funds, Exchange Traded Fund/Note	-	Spouse	2017	Jun 12, 2019
iShares Core MSCI Emerging Markets ETF IEMG	Mutual Funds, Exchange Traded Fund/Note	$50,001 - $100,000	Spouse	2017	Jun 12, 2019
VanEck Intermediate Muni ETF ITM	Mutual Funds, Exchange Traded Fund/Note	-	Spouse	2017	Jun 12, 2019
IWD-iShares Russell 1000 Value (NYSEArca) Disclosed Asset	Mutual Funds, Exchange Traded Fund/Note	-	Spouse	2017	Jun 12, 2019
IWF-iShares Russell 1000 Growth (NYSEArca) Disclosed Asset	Mutual Funds, Exchange Traded Fund/Note	-	Spouse	2017	Jun 12, 2019
iShares iBoxx $ Investment Grade Corporate Bond ETF LQD	Mutual Funds, Exchange Traded Fund/Note	$15,001 - $50,000	Spouse	2017	Jun 12, 2019
iShares iBoxx $ Investment Grade Corporate Bond ETF LQD	Mutual Funds, Exchange Traded Fund/Note	$1,001 - $15,000	Spouse	2017	Jun 12, 2019
iShares MBS ETF MBB	Mutual Funds, Exchange Traded Fund/Note	$1,001 - $15,000	Spouse	2017	Jun 12, 2019
iShares MBS ETF MBB	Mutual Funds, Exchange Traded Fund/Note	$50,001 - $100,000	Spouse	2017	Jun 12, 2019
MEIIX-MFS Value I (NASDAQ) Disclosed Asset	Mutual Funds, Mutual Fund	-	Spouse	2017	Jun 12, 2019
ML Bank Deposit Program Disclosed Asset	Bank Deposit	$50,001 - $100,000	Spouse	2017	Jun 12, 2019
MTLIX-MFS Municipal Limited Maturity I (NASDAQ) Disclosed Asset	Mutual Funds, Mutual Fund	-	Spouse	2017	Jun 12, 2019
Merrill Lynch - Emhoff Family Trust Disclosed Asset	Brokerage/Managed Account	-	Spouse	2017	Jun 12, 2019
Merrill Lynch - IRRA Disclosed Asset	Retirement Plans, IRA	-	Spouse	2017	Jun 12, 2019
Merrill Lynch-Bank of America N/A Disclosed Asset	Bank Deposit	$15,001 - $50,000	Spouse	2017	Jun 12, 2019
Merrill Lynch-Bank of America N/A Disclosed Asset	Bank Deposit	$1,001 - $15,000	Spouse	2017	Jun 12, 2019
Invesco Emerging Markets Sovereign Debt ETF PCY	Mutual Funds, Exchange Traded Fund/Note	$15,001 - $50,000	Spouse	2017	Jun 12, 2019
Invesco Emerging Markets Sovereign Debt ETF PCY	Mutual Funds, Exchange Traded Fund/Note	$1,001 - $15,000	Spouse	2017	Jun 12, 2019
Invesco Preferred ETF PGX	Mutual Funds, Exchange Traded Fund/Note	$1,001 - $15,000	Spouse	2017	Jun 12, 2019
SFDCP International Equity Disclosed Asset	Mutual Funds, Mutual Fund	$50,001 - $100,000	Self	2017	Jun 12, 2019
SFDCP Large Cap Growth Eq Disclosed Asset	Mutual Funds, Mutual Fund	$100,001 - $250,000	Self	2017	Jun 12, 2019
SFDCP Lg Cap Eq - S&P 500 Disclosed Asset	Mutual Funds, Mutual Fund	$15,001 - $50,000	Self	2017	Jun 12, 2019
SFDCP Mid Cap Core Disclosed Asset	Mutual Funds, Mutual Fund	$100,001 - $250,000	Self	2017	Jun 12, 2019
SFDCP Real Estate Disclosed Asset	Mutual Funds, Mutual Fund	$15,001 - $50,000	Self	2017	Jun 12, 2019
SFDCP Target Date 2025 Disclosed Asset	Mutual Funds, Mutual Fund	$50,001 - $100,000	Self	2017	Jun 12, 2019
First Trust Cloud Computing ETF SKYY	Mutual Funds, Exchange Traded Fund/Note	$1,001 - $15,000	Spouse	2017	Jun 12, 2019
San Francisco Employees Retirement System (SFERS) Plan Disclosed Asset	Retirement Plans, Defined Benefit Pension Plan	$250,001 - $500,000	Self	2017	Jun 12, 2019
State of California Savings Plus 457(b) Plan Disclosed Asset	Retirement Plans, Deferred Compensation	-	Self	2017	Jun 12, 2019
iShares TIPS Bond ETF TIP	Mutual Funds, Exchange Traded Fund/Note	$15,001 - $50,000	Spouse	2017	Jun 12, 2019
iShares TIPS Bond ETF TIP	Mutual Funds, Exchange Traded Fund/Note	$1,001 - $15,000	Spouse	2017	Jun 12, 2019
T. Rowe Price Institutional Large Cap Core Growth Fund TPLGX	Mutual Funds, Mutual Fund	$1,001 - $15,000	Spouse	2017	Jun 12, 2019
Target Date Fund 2025 Disclosed Asset	Mutual Funds, Mutual Fund	$50,001 - $100,000	Self	2017	Jun 12, 2019
UBVSX-Undiscovered Mgrs Behavioral Value Sel (NASDAQ) Disclosed Asset	Mutual Funds, Mutual Fund	-	Spouse	2017	Jun 12, 2019
Vanguard Materials Index Fund ETF Shares VAW	Mutual Funds, Exchange Traded Fund/Note	-	Spouse	2017	Jun 12, 2019
Vanguard Small-Cap Growth Index Fund ETF Shares VBK	Mutual Funds, Exchange Traded Fund/Note	$15,001 - $50,000	Spouse	2017	Jun 12, 2019
Vanguard Small-Cap Value Index Fund ETF Shares VBR	Mutual Funds, Exchange Traded Fund/Note	$15,001 - $50,000	Spouse	2017	Jun 12, 2019
Vanguard Consumer Staples Index Fund ETF Shares VDC	Mutual Funds, Exchange Traded Fund/Note	$1,001 - $15,000	Spouse	2017	Jun 12, 2019
Vanguard Information Technology Index Fund ETF Shares VGT	Mutual Funds, Exchange Traded Fund/Note	$1,001 - $15,000	Spouse	2017	Jun 12, 2019
VIEIX-Vanguard Extended Market Index Instl Disclosed Asset	Mutual Funds, Mutual Fund	$1,001 - $15,000	Spouse	2017	Jun 12, 2019
Vanguard Industrials Index Fund ETF Shares VIS	Mutual Funds, Exchange Traded Fund/Note	$1,001 - $15,000	Spouse	2017	Jun 12, 2019
VRIVX - Vanguard Instl Trgt Retire 2025 Instl VRIVX	Mutual Funds, Mutual Fund	$1,001 - $15,000	Spouse	2017	Jun 12, 2019
Vanguard Value Index Fund ETF Shares VTV	Mutual Funds, Exchange Traded Fund/Note	$250,001 - $500,000	Spouse	2017	Jun 12, 2019
Vanguard Growth Index Fund ETF Shares VUG	Mutual Funds, Exchange Traded Fund/Note	-	Spouse	2017	Jun 12, 2019
Vanguard Growth Index Fund ETF Shares VUG	Mutual Funds, Exchange Traded Fund/Note	$100,001 - $250,000	Spouse	2017	Jun 12, 2019
Venable LLP Capital Account Disclosed Asset	Other Securities	$500,001 - $1,000,000	Spouse	2017	Jun 12, 2019
WEMIX-Wells Fargo Advantage Emerging Gr Instl (NASDAQ) Disclosed Asset	Mutual Funds, Mutual Fund	-	Spouse	2017	Jun 12, 2019
Wells Fargo Disclosed Asset	Bank Deposit	$1,001 - $15,000	Self	2017	Jun 12, 2019
Wells Fargo Disclosed Asset	Bank Deposit	$250,001 - $500,000	Self	2017	Jun 12, 2019
Wells Fargo Disclosed Asset	Bank Deposit	$50,001 - $100,000	Spouse	2017	Jun 12, 2019
Whitwell Jacoby Emhoff LLP SEP Disclosed Asset	Retirement Plans, Defined Contribution Pension Plan	-	Spouse	2017	Jun 12, 2019
Energy Select Sector SPDR Fund XLE	Mutual Funds, Exchange Traded Fund/Note	-	Spouse	2017	Jun 12, 2019
Financial Select Sector SPDR Fund XLF	Mutual Funds, Exchange Traded Fund/Note	$1,001 - $15,000	Spouse	2017	Jun 12, 2019
The Real Estate Select Sector SPDR Fund XLRE	Mutual Funds, Exchange Traded Fund/Note	$1,001 - $15,000	Spouse	2017	Jun 12, 2019
Health Care Select Sector SPDR Fund XLV	Mutual Funds, Exchange Traded Fund/Note	$1,001 - $15,000	Spouse	2017	Jun 12, 2019
Consumer Discretionary Select Sector SPDR Fund XLY	Mutual Funds, Exchange Traded Fund/Note	$1,001 - $15,000	Spouse	2017	Jun 12, 2019
AEPFX-American Funds Europacific Growth F2 (NASDAQ) Disclosed Asset	Mutual Funds, Mutual Fund	-	Spouse	2017	Jul 08, 2019
ANOIX-American Century Small Cap Growth Inv (NASDAQ) Disclosed Asset	Mutual Funds, Mutual Fund	-	Spouse	2017	Jul 08, 2019
Vanguard Intermediate-Term Bond Index Fund ETF Shares BIV	Mutual Funds, Exchange Traded Fund/Note	$50,001 - $100,000	Spouse	2017	Jul 08, 2019
Vanguard Intermediate-Term Bond Index Fund ETF Shares BIV	Mutual Funds, Exchange Traded Fund/Note	$1,001 - $15,000	Spouse	2017	Jul 08, 2019
Vanguard Short-Term Bond Index Fund ETF Shares BSV	Mutual Funds, Exchange Traded Fund/Note	$15,001 - $50,000	Spouse	2017	Jul 08, 2019
Vanguard Short-Term Bond Index Fund ETF Shares BSV	Mutual Funds, Exchange Traded Fund/Note	$1,001 - $15,000	Spouse	2017	Jul 08, 2019
Charles Schwab IRA Rollover Disclosed Asset	Retirement Plans, IRA	-	Spouse	2017	Jul 08, 2019
City & County of San Francisco 457(b) Deferred Compensation Plan Disclosed Asset	Retirement Plans, Deferred Compensation	-	Self	2017	Jul 08, 2019
DLA Piper LLP Retirement Plan Disclosed Asset	Retirement Plans, Defined Contribution Pension Plan	-	Spouse	2017	Jul 08, 2019
iShares MSCI EAFE ETF EFA	Mutual Funds, Exchange Traded Fund/Note	-	Spouse	2017	Jul 08, 2019
VanEck Vectors ETF Trust - VanEck Vectors J.P. Morgan EM Local Currency Bond ETF EMLC	Mutual Funds, Exchange Traded Fund/Note	$1,001 - $15,000	Spouse	2017	Jul 08, 2019
iShares MSCI Pacific ex Japan ETF EPP	Mutual Funds, Exchange Traded Fund/Note	$15,001 - $50,000	Spouse	2017	Jul 08, 2019
iShares MSCI Pacific ex Japan ETF EPP	Mutual Funds, Exchange Traded Fund/Note	$1,001 - $15,000	Spouse	2017	Jul 08, 2019
iShares MSCI Canada ETF EWC	Mutual Funds, Exchange Traded Fund/Note	$15,001 - $50,000	Spouse	2017	Jul 08, 2019
iShares MSCI Canada ETF EWC	Mutual Funds, Exchange Traded Fund/Note	$1,001 - $15,000	Spouse	2017	Jul 08, 2019
iShares MSCI Sweden ETF EWD	Mutual Funds, Exchange Traded Fund/Note	$1,001 - $15,000	Spouse	2017	Jul 08, 2019
iShares MSCI Japan ETF EWJ	Mutual Funds, Exchange Traded Fund/Note	$15,001 - $50,000	Spouse	2017	Jul 08, 2019
iShares MSCI Japan ETF EWJ	Mutual Funds, Exchange Traded Fund/Note	$1,001 - $15,000	Spouse	2017	Jul 08, 2019
iShares MSCI Switzerland ETF EWL	Mutual Funds, Exchange Traded Fund/Note	$15,001 - $50,000	Spouse	2017	Jul 08, 2019
iShares MSCI Switzerland ETF EWL	Mutual Funds, Exchange Traded Fund/Note	$1,001 - $15,000	Spouse	2017	Jul 08, 2019
iShares MSCI United Kingdom ETF EWU	Mutual Funds, Exchange Traded Fund/Note	$1,001 - $15,000	Spouse	2017	Jul 08, 2019
iShares MSCI United Kingdom ETF EWU	Mutual Funds, Exchange Traded Fund/Note	$15,001 - $50,000	Spouse	2017	Jul 08, 2019
iShares MSCI Eurozone ETF EZU	Mutual Funds, Exchange Traded Fund/Note	$50,001 - $100,000	Spouse	2017	Jul 08, 2019
iShares MSCI Eurozone ETF EZU	Mutual Funds, Exchange Traded Fund/Note	$1,001 - $15,000	Spouse	2017	Jul 08, 2019
First Trust Dow Jones Internet Index Fund FDN	Mutual Funds, Exchange Traded Fund/Note	$1,001 - $15,000	Spouse	2017	Jul 08, 2019
First Republic Bank Disclosed Asset	Bank Deposit	$1,001 - $15,000	Spouse	2017	Jul 08, 2019
HGOIX-Hartford Growth Opportunities I (NASDAQ) Disclosed Asset	Mutual Funds, Mutual Fund	-	Spouse	2017	Jul 08, 2019
iShares iBoxx $ High Yield Corporate Bond ETF HYG	Mutual Funds, Exchange Traded Fund/Note	$1,001 - $15,000	Spouse	2017	Jul 08, 2019
iShares Nasdaq Biotechnology ETF IBB	Mutual Funds, Exchange Traded Fund/Note	$1,001 - $15,000	Spouse	2017	Jul 08, 2019
iShares 3-7 Year Treasury Bond ETF IEI	Mutual Funds, Exchange Traded Fund/Note	$1,001 - $15,000	Spouse	2017	Jul 08, 2019
iShares 3-7 Year Treasury Bond ETF IEI	Mutual Funds, Exchange Traded Fund/Note	$15,001 - $50,000	Spouse	2017	Jul 08, 2019
iShares Core MSCI Emerging Markets ETF IEMG	Mutual Funds, Exchange Traded Fund/Note	$1,001 - $15,000	Spouse	2017	Jul 08, 2019
iShares Core MSCI Emerging Markets ETF IEMG	Mutual Funds, Exchange Traded Fund/Note	-	Spouse	2017	Jul 08, 2019
iShares Core MSCI Emerging Markets ETF IEMG	Mutual Funds, Exchange Traded Fund/Note	$50,001 - $100,000	Spouse	2017	Jul 08, 2019
VanEck Intermediate Muni ETF ITM	Mutual Funds, Exchange Traded Fund/Note	-	Spouse	2017	Jul 08, 2019
IWD-iShares Russell 1000 Value (NYSEArca) Disclosed Asset	Mutual Funds, Exchange Traded Fund/Note	-	Spouse	2017	Jul 08, 2019
IWF-iShares Russell 1000 Growth (NYSEArca) Disclosed Asset	Mutual Funds, Exchange Traded Fund/Note	-	Spouse	2017	Jul 08, 2019
iShares iBoxx $ Investment Grade Corporate Bond ETF LQD	Mutual Funds, Exchange Traded Fund/Note	$15,001 - $50,000	Spouse	2017	Jul 08, 2019
iShares iBoxx $ Investment Grade Corporate Bond ETF LQD	Mutual Funds, Exchange Traded Fund/Note	$1,001 - $15,000	Spouse	2017	Jul 08, 2019
Legislators' Retirement System Plan Disclosed Asset	Retirement Plans, Defined Benefit Pension Plan	$50,001 - $100,000	Self	2017	Jul 08, 2019
iShares MBS ETF MBB	Mutual Funds, Exchange Traded Fund/Note	$1,001 - $15,000	Spouse	2017	Jul 08, 2019
iShares MBS ETF MBB	Mutual Funds, Exchange Traded Fund/Note	$50,001 - $100,000	Spouse	2017	Jul 08, 2019
MEIIX-MFS Value I (NASDAQ) Disclosed Asset	Mutual Funds, Mutual Fund	-	Spouse	2017	Jul 08, 2019
ML Bank Deposit Program Disclosed Asset	Bank Deposit	$50,001 - $100,000	Spouse	2017	Jul 08, 2019
MTLIX-MFS Municipal Limited Maturity I (NASDAQ) Disclosed Asset	Mutual Funds, Mutual Fund	-	Spouse	2017	Jul 08, 2019
Merrill Lynch - Emhoff Family Trust Disclosed Asset	Brokerage/Managed Account	-	Spouse	2017	Jul 08, 2019
Merrill Lynch - IRRA Disclosed Asset	Retirement Plans, IRA	-	Spouse	2017	Jul 08, 2019
Merrill Lynch-Bank of America N/A Disclosed Asset	Bank Deposit	$15,001 - $50,000	Spouse	2017	Jul 08, 2019
Merrill Lynch-Bank of America N/A Disclosed Asset	Bank Deposit	$1,001 - $15,000	Spouse	2017	Jul 08, 2019
Invesco Emerging Markets Sovereign Debt ETF PCY	Mutual Funds, Exchange Traded Fund/Note	$15,001 - $50,000	Spouse	2017	Jul 08, 2019
Invesco Emerging Markets Sovereign Debt ETF PCY	Mutual Funds, Exchange Traded Fund/Note	$1,001 - $15,000	Spouse	2017	Jul 08, 2019
Invesco Preferred ETF PGX	Mutual Funds, Exchange Traded Fund/Note	$1,001 - $15,000	Spouse	2017	Jul 08, 2019
SFDCP International Equity Disclosed Asset	Mutual Funds, Mutual Fund	$50,001 - $100,000	Self	2017	Jul 08, 2019
SFDCP Large Cap Growth Eq Disclosed Asset	Mutual Funds, Mutual Fund	$100,001 - $250,000	Self	2017	Jul 08, 2019
SFDCP Lg Cap Eq - S&P 500 Disclosed Asset	Mutual Funds, Mutual Fund	$15,001 - $50,000	Self	2017	Jul 08, 2019
SFDCP Mid Cap Core Disclosed Asset	Mutual Funds, Mutual Fund	$100,001 - $250,000	Self	2017	Jul 08, 2019
SFDCP Real Estate Disclosed Asset	Mutual Funds, Mutual Fund	$15,001 - $50,000	Self	2017	Jul 08, 2019
SFDCP Target Date 2025 Disclosed Asset	Mutual Funds, Mutual Fund	$50,001 - $100,000	Self	2017	Jul 08, 2019
First Trust Cloud Computing ETF SKYY	Mutual Funds, Exchange Traded Fund/Note	$1,001 - $15,000	Spouse	2017	Jul 08, 2019
San Francisco Employees Retirement System (SFERS) Plan Disclosed Asset	Retirement Plans, Defined Benefit Pension Plan	$250,001 - $500,000	Self	2017	Jul 08, 2019
State of California Savings Plus 457(b) Plan Disclosed Asset	Retirement Plans, Deferred Compensation	-	Self	2017	Jul 08, 2019
iShares TIPS Bond ETF TIP	Mutual Funds, Exchange Traded Fund/Note	$15,001 - $50,000	Spouse	2017	Jul 08, 2019
iShares TIPS Bond ETF TIP	Mutual Funds, Exchange Traded Fund/Note	$1,001 - $15,000	Spouse	2017	Jul 08, 2019
T. Rowe Price Institutional Large Cap Core Growth Fund TPLGX	Mutual Funds, Mutual Fund	$1,001 - $15,000	Spouse	2017	Jul 08, 2019
Target Date Fund 2025 Disclosed Asset	Mutual Funds, Mutual Fund	$50,001 - $100,000	Self	2017	Jul 08, 2019
UBVSX-Undiscovered Mgrs Behavioral Value Sel (NASDAQ) Disclosed Asset	Mutual Funds, Mutual Fund	-	Spouse	2017	Jul 08, 2019
Vanguard Materials Index Fund ETF Shares VAW	Mutual Funds, Exchange Traded Fund/Note	-	Spouse	2017	Jul 08, 2019
Vanguard Small-Cap Growth Index Fund ETF Shares VBK	Mutual Funds, Exchange Traded Fund/Note	$15,001 - $50,000	Spouse	2017	Jul 08, 2019
Vanguard Small-Cap Value Index Fund ETF Shares VBR	Mutual Funds, Exchange Traded Fund/Note	$15,001 - $50,000	Spouse	2017	Jul 08, 2019
Vanguard Consumer Staples Index Fund ETF Shares VDC	Mutual Funds, Exchange Traded Fund/Note	$1,001 - $15,000	Spouse	2017	Jul 08, 2019
Vanguard Information Technology Index Fund ETF Shares VGT	Mutual Funds, Exchange Traded Fund/Note	$1,001 - $15,000	Spouse	2017	Jul 08, 2019
VIEIX-Vanguard Extended Market Index Instl Disclosed Asset	Mutual Funds, Mutual Fund	$1,001 - $15,000	Spouse	2017	Jul 08, 2019
AEPFX-American Funds Europacific Growth F2 (NASDAQ) Disclosed Asset	Mutual Funds, Mutual Fund	-	Spouse	2017	May 15, 2018
ANOIX-American Century Small Cap Growth Inv (NASDAQ) Disclosed Asset	Mutual Funds, Mutual Fund	-	Spouse	2017	May 15, 2018
Vanguard Intermediate-Term Bond Index Fund ETF Shares BIV	Mutual Funds, Exchange Traded Fund/Note	$50,001 - $100,000	Spouse	2017	May 15, 2018
Vanguard Intermediate-Term Bond Index Fund ETF Shares BIV	Mutual Funds, Exchange Traded Fund/Note	$1,001 - $15,000	Spouse	2017	May 15, 2018
Vanguard Short-Term Bond Index Fund ETF Shares BSV	Mutual Funds, Exchange Traded Fund/Note	$15,001 - $50,000	Spouse	2017	May 15, 2018
Vanguard Short-Term Bond Index Fund ETF Shares BSV	Mutual Funds, Exchange Traded Fund/Note	$1,001 - $15,000	Spouse	2017	May 15, 2018
Charles Schwab IRA Rollover Disclosed Asset	Retirement Plans, IRA	-	Spouse	2017	May 15, 2018
City & County of San Francisco 457(b) Deferred Compensation Plan Disclosed Asset	Retirement Plans, Deferred Compensation	-	Self	2017	May 15, 2018
DLA Piper LLP Retirement Plan Disclosed Asset	Retirement Plans, Defined Contribution Pension Plan	-	Spouse	2017	May 15, 2018
iShares MSCI EAFE ETF EFA	Mutual Funds, Exchange Traded Fund/Note	-	Spouse	2017	May 15, 2018
VanEck Vectors ETF Trust - VanEck Vectors J.P. Morgan EM Local Currency Bond ETF EMLC	Mutual Funds, Exchange Traded Fund/Note	$1,001 - $15,000	Spouse	2017	May 15, 2018
iShares MSCI Pacific ex Japan ETF EPP	Mutual Funds, Exchange Traded Fund/Note	$15,001 - $50,000	Spouse	2017	May 15, 2018
iShares MSCI Pacific ex Japan ETF EPP	Mutual Funds, Exchange Traded Fund/Note	$1,001 - $15,000	Spouse	2017	May 15, 2018
iShares MSCI Canada ETF EWC	Mutual Funds, Exchange Traded Fund/Note	$15,001 - $50,000	Spouse	2017	May 15, 2018
iShares MSCI Canada ETF EWC	Mutual Funds, Exchange Traded Fund/Note	$1,001 - $15,000	Spouse	2017	May 15, 2018
iShares MSCI Sweden ETF EWD	Mutual Funds, Exchange Traded Fund/Note	$1,001 - $15,000	Spouse	2017	May 15, 2018
iShares MSCI Japan ETF EWJ	Mutual Funds, Exchange Traded Fund/Note	$15,001 - $50,000	Spouse	2017	May 15, 2018
iShares MSCI Japan ETF EWJ	Mutual Funds, Exchange Traded Fund/Note	$1,001 - $15,000	Spouse	2017	May 15, 2018
iShares MSCI Switzerland ETF EWL	Mutual Funds, Exchange Traded Fund/Note	$15,001 - $50,000	Spouse	2017	May 15, 2018
iShares MSCI Switzerland ETF EWL	Mutual Funds, Exchange Traded Fund/Note	$1,001 - $15,000	Spouse	2017	May 15, 2018
iShares MSCI United Kingdom ETF EWU	Mutual Funds, Exchange Traded Fund/Note	$1,001 - $15,000	Spouse	2017	May 15, 2018
iShares MSCI United Kingdom ETF EWU	Mutual Funds, Exchange Traded Fund/Note	$15,001 - $50,000	Spouse	2017	May 15, 2018
iShares MSCI Eurozone ETF EZU	Mutual Funds, Exchange Traded Fund/Note	$50,001 - $100,000	Spouse	2017	May 15, 2018
iShares MSCI Eurozone ETF EZU	Mutual Funds, Exchange Traded Fund/Note	$1,001 - $15,000	Spouse	2017	May 15, 2018
First Trust Dow Jones Internet Index Fund FDN	Mutual Funds, Exchange Traded Fund/Note	$1,001 - $15,000	Spouse	2017	May 15, 2018
First Republic Bank Disclosed Asset	Bank Deposit	$1,001 - $15,000	Spouse	2017	May 15, 2018
HGOIX-Hartford Growth Opportunities I (NASDAQ) Disclosed Asset	Mutual Funds, Mutual Fund	-	Spouse	2017	May 15, 2018
iShares iBoxx $ High Yield Corporate Bond ETF HYG	Mutual Funds, Exchange Traded Fund/Note	$1,001 - $15,000	Spouse	2017	May 15, 2018
iShares Nasdaq Biotechnology ETF IBB	Mutual Funds, Exchange Traded Fund/Note	$1,001 - $15,000	Spouse	2017	May 15, 2018
iShares 3-7 Year Treasury Bond ETF IEI	Mutual Funds, Exchange Traded Fund/Note	$1,001 - $15,000	Spouse	2017	May 15, 2018
iShares 3-7 Year Treasury Bond ETF IEI	Mutual Funds, Exchange Traded Fund/Note	$15,001 - $50,000	Spouse	2017	May 15, 2018
iShares Core MSCI Emerging Markets ETF IEMG	Mutual Funds, Exchange Traded Fund/Note	$1,001 - $15,000	Spouse	2017	May 15, 2018
iShares Core MSCI Emerging Markets ETF IEMG	Mutual Funds, Exchange Traded Fund/Note	-	Spouse	2017	May 15, 2018
iShares Core MSCI Emerging Markets ETF IEMG	Mutual Funds, Exchange Traded Fund/Note	$50,001 - $100,000	Spouse	2017	May 15, 2018
VanEck Intermediate Muni ETF ITM	Mutual Funds, Exchange Traded Fund/Note	-	Spouse	2017	May 15, 2018
IWD-iShares Russell 1000 Value (NYSEArca) Disclosed Asset	Mutual Funds, Exchange Traded Fund/Note	-	Spouse	2017	May 15, 2018
IWF-iShares Russell 1000 Growth (NYSEArca) Disclosed Asset	Mutual Funds, Exchange Traded Fund/Note	-	Spouse	2017	May 15, 2018
iShares iBoxx $ Investment Grade Corporate Bond ETF LQD	Mutual Funds, Exchange Traded Fund/Note	$15,001 - $50,000	Spouse	2017	May 15, 2018
iShares iBoxx $ Investment Grade Corporate Bond ETF LQD	Mutual Funds, Exchange Traded Fund/Note	$1,001 - $15,000	Spouse	2017	May 15, 2018
iShares MBS ETF MBB	Mutual Funds, Exchange Traded Fund/Note	$1,001 - $15,000	Spouse	2017	May 15, 2018
iShares MBS ETF MBB	Mutual Funds, Exchange Traded Fund/Note	$50,001 - $100,000	Spouse	2017	May 15, 2018
MEIIX-MFS Value I (NASDAQ) Disclosed Asset	Mutual Funds, Mutual Fund	-	Spouse	2017	May 15, 2018
ML Bank Deposit Program Disclosed Asset	Bank Deposit	$50,001 - $100,000	Spouse	2017	May 15, 2018
MTLIX-MFS Municipal Limited Maturity I (NASDAQ) Disclosed Asset	Mutual Funds, Mutual Fund	-	Spouse	2017	May 15, 2018
Merrill Lynch - Emhoff Family Trust Disclosed Asset	Brokerage/Managed Account	-	Spouse	2017	May 15, 2018
Merrill Lynch - IRRA Disclosed Asset	Retirement Plans, IRA	-	Spouse	2017	May 15, 2018
Merrill Lynch-Bank of America N/A Disclosed Asset	Bank Deposit	$15,001 - $50,000	Spouse	2017	May 15, 2018
Merrill Lynch-Bank of America N/A Disclosed Asset	Bank Deposit	$1,001 - $15,000	Spouse	2017	May 15, 2018
Invesco Emerging Markets Sovereign Debt ETF PCY	Mutual Funds, Exchange Traded Fund/Note	$15,001 - $50,000	Spouse	2017	May 15, 2018
Invesco Emerging Markets Sovereign Debt ETF PCY	Mutual Funds, Exchange Traded Fund/Note	$1,001 - $15,000	Spouse	2017	May 15, 2018
Invesco Preferred ETF PGX	Mutual Funds, Exchange Traded Fund/Note	$1,001 - $15,000	Spouse	2017	May 15, 2018
SFDCP International Equity Disclosed Asset	Mutual Funds, Mutual Fund	$50,001 - $100,000	Self	2017	May 15, 2018
SFDCP Large Cap Growth Eq Disclosed Asset	Mutual Funds, Mutual Fund	$100,001 - $250,000	Self	2017	May 15, 2018
SFDCP Lg Cap Eq - S&P 500 Disclosed Asset	Mutual Funds, Mutual Fund	$15,001 - $50,000	Self	2017	May 15, 2018
SFDCP Mid Cap Core Disclosed Asset	Mutual Funds, Mutual Fund	$100,001 - $250,000	Self	2017	May 15, 2018
SFDCP Real Estate Disclosed Asset	Mutual Funds, Mutual Fund	$15,001 - $50,000	Self	2017	May 15, 2018
SFDCP Target Date 2025 Disclosed Asset	Mutual Funds, Mutual Fund	$50,001 - $100,000	Self	2017	May 15, 2018
First Trust Cloud Computing ETF SKYY	Mutual Funds, Exchange Traded Fund/Note	$1,001 - $15,000	Spouse	2017	May 15, 2018
San Francisco Employees Retirement System (SFERS) Plan Disclosed Asset	Retirement Plans, Defined Benefit Pension Plan	$250,001 - $500,000	Self	2017	May 15, 2018
State of California Savings Plus 457(b) Plan Disclosed Asset	Retirement Plans, Deferred Compensation	-	Self	2017	May 15, 2018
iShares TIPS Bond ETF TIP	Mutual Funds, Exchange Traded Fund/Note	$15,001 - $50,000	Spouse	2017	May 15, 2018
iShares TIPS Bond ETF TIP	Mutual Funds, Exchange Traded Fund/Note	$1,001 - $15,000	Spouse	2017	May 15, 2018
T. Rowe Price Institutional Large Cap Core Growth Fund TPLGX	Mutual Funds, Mutual Fund	$1,001 - $15,000	Spouse	2017	May 15, 2018
Target Date Fund 2025 Disclosed Asset	Mutual Funds, Mutual Fund	$50,001 - $100,000	Self	2017	May 15, 2018
UBVSX-Undiscovered Mgrs Behavioral Value Sel (NASDAQ) Disclosed Asset	Mutual Funds, Mutual Fund	-	Spouse	2017	May 15, 2018
Vanguard Materials Index Fund ETF Shares VAW	Mutual Funds, Exchange Traded Fund/Note	-	Spouse	2017	May 15, 2018
Vanguard Small-Cap Growth Index Fund ETF Shares VBK	Mutual Funds, Exchange Traded Fund/Note	$15,001 - $50,000	Spouse	2017	May 15, 2018
Vanguard Small-Cap Value Index Fund ETF Shares VBR	Mutual Funds, Exchange Traded Fund/Note	$15,001 - $50,000	Spouse	2017	May 15, 2018
Vanguard Consumer Staples Index Fund ETF Shares VDC	Mutual Funds, Exchange Traded Fund/Note	$1,001 - $15,000	Spouse	2017	May 15, 2018
Vanguard Information Technology Index Fund ETF Shares VGT	Mutual Funds, Exchange Traded Fund/Note	$1,001 - $15,000	Spouse	2017	May 15, 2018
VIEIX-Vanguard Extended Market Index Instl Disclosed Asset	Mutual Funds, Mutual Fund	$1,001 - $15,000	Spouse	2017	May 15, 2018
Vanguard Industrials Index Fund ETF Shares VIS	Mutual Funds, Exchange Traded Fund/Note	$1,001 - $15,000	Spouse	2017	May 15, 2018
VRIVX - Vanguard Instl Trgt Retire 2025 Instl VRIVX	Mutual Funds, Mutual Fund	$1,001 - $15,000	Spouse	2017	May 15, 2018
Vanguard Value Index Fund ETF Shares VTV	Mutual Funds, Exchange Traded Fund/Note	$250,001 - $500,000	Spouse	2017	May 15, 2018
Vanguard Growth Index Fund ETF Shares VUG	Mutual Funds, Exchange Traded Fund/Note	$100,001 - $250,000	Spouse	2017	May 15, 2018
Vanguard Industrials Index Fund ETF Shares VIS	Mutual Funds, Exchange Traded Fund/Note	$1,001 - $15,000	Spouse	2017	Jul 08, 2019
VRIVX - Vanguard Instl Trgt Retire 2025 Instl VRIVX	Mutual Funds, Mutual Fund	$1,001 - $15,000	Spouse	2017	Jul 08, 2019
Vanguard Value Index Fund ETF Shares VTV	Mutual Funds, Exchange Traded Fund/Note	$250,001 - $500,000	Spouse	2017	Jul 08, 2019
Vanguard Growth Index Fund ETF Shares VUG	Mutual Funds, Exchange Traded Fund/Note	-	Spouse	2017	Jul 08, 2019
Vanguard Growth Index Fund ETF Shares VUG	Mutual Funds, Exchange Traded Fund/Note	$100,001 - $250,000	Spouse	2017	Jul 08, 2019
Venable LLP Capital Account Disclosed Asset	Other Securities	$500,001 - $1,000,000	Spouse	2017	Jul 08, 2019
Eaton Vance Large-Cap Value Fund Class I EILVX	Mutual Funds, Mutual Fund	$15,001 - $50,000	Spouse	2016	May 15, 2017
SFDCP Mid Cap Core Disclosed Asset	Mutual Funds, Mutual Fund	$50,001 - $100,000	Self	2016	May 15, 2017
SFDCP Lg Cap Eq - S&P 500 Disclosed Asset	Mutual Funds, Mutual Fund	$15,001 - $50,000	Self	2016	May 15, 2017
Delaware Tax-Free USA Intermediate Fund Institutional Class DUSIX	Mutual Funds, Mutual Fund	$50,001 - $100,000	Spouse	2016	May 15, 2017
SFDCP Large Cap Growth Eq Disclosed Asset	Mutual Funds, Mutual Fund	$50,001 - $100,000	Self	2016	May 15, 2017
Domini Impact International Equity Fund Investor Shares DOMIX	Mutual Funds, Mutual Fund	$15,001 - $50,000	Spouse	2016	May 15, 2017
Parnassus Mid Cap Growth Fund - Investor PARNX	Mutual Funds, Mutual Fund	$1,001 - $15,000	Spouse	2016	Jul 13, 2017
SFDCP International Equity Disclosed Asset	Mutual Funds, Mutual Fund	$15,001 - $50,000	Self	2016	May 15, 2017
Dodge & Cox Stock Fund Class I DODGX	Mutual Funds, Exchange Traded Fund/Note	$1,001 - $15,000	Spouse	2016	May 15, 2017
BNY Mellon Appreciation Fund, Inc. - Investor Shares DGAGX	Mutual Funds, Mutual Fund	$15,001 - $50,000	Spouse	2016	May 15, 2017
Parnassus Value Equity Fund Investor Shares PARWX	Mutual Funds, Mutual Fund	$15,001 - $50,000	Spouse	2016	Jul 13, 2017
Impax Small Cap Fund Institutional Class PXSIX	Mutual Funds, Mutual Fund	$1,001 - $15,000	Spouse	2016	May 15, 2017
City & County of San Francisco 457(b) Deferred Compensation Plan Disclosed Asset	Retirement Plans, Deferred Compensation	-	Self	2016	May 15, 2017
CSDYX - Calvert Short Duration Income Y (NASDAQ) CSDYX	Mutual Funds, Mutual Fund	$15,001 - $50,000	Spouse	2016	May 15, 2017
CRM Small Cap Value Fund Class Institutional CRISX	Mutual Funds, Mutual Fund	$1,001 - $15,000	Spouse	2016	May 15, 2017
Invesco Emerging Markets Sovereign Debt ETF PCY	Mutual Funds, Exchange Traded Fund/Note	$1,001 - $15,000	Spouse	2016	Jul 13, 2017
Parnassus Core Equity Fund - Institutional Shares PRILX	Mutual Funds, Mutual Fund	$1,001 - $15,000	Spouse	2016	May 15, 2017
Parnassus Core Equity Fund - Institutional Shares PRILX	Mutual Funds, Mutual Fund	$1,001 - $15,000	Spouse	2016	Jul 13, 2017
CIEYX - Calvert Equity Y (NASDAQ) CIEYX	Mutual Funds, Mutual Fund	$15,001 - $50,000	Spouse	2016	May 15, 2017
Impax Small Cap Fund Institutional Class PXSIX	Mutual Funds, Mutual Fund	$1,001 - $15,000	Spouse	2016	Jul 13, 2017
SFDCP International Equity Disclosed Asset	Mutual Funds, Mutual Fund	$15,001 - $50,000	Self	2016	Jul 13, 2017
CBAYX - Calvert Balanced Y CBAYX	Mutual Funds, Mutual Fund	$50,001 - $100,000	Spouse	2016	May 15, 2017
Vanguard Intermediate-Term Bond Index Fund ETF Shares BIV	Mutual Funds, Exchange Traded Fund/Note	$1,001 - $15,000	Spouse	2016	May 15, 2017
SFDCP Large Cap Growth Eq Disclosed Asset	Mutual Funds, Mutual Fund	$50,001 - $100,000	Self	2016	Jul 13, 2017
Ave Maria Rising Dividend Fund AVEDX	Mutual Funds, Mutual Fund	$15,001 - $50,000	Spouse	2016	May 15, 2017
SFDCP Lg Cap Eq - S&P 500 Disclosed Asset	Mutual Funds, Mutual Fund	$15,001 - $50,000	Self	2016	Jul 13, 2017
American Century Small Cap Value Fund Investor Class ASVIX	Mutual Funds, Mutual Fund	$1,001 - $15,000	Spouse	2016	May 15, 2017
Invesco Emerging Markets Sovereign Debt ETF PCY	Mutual Funds, Exchange Traded Fund/Note	$1,001 - $15,000	Spouse	2016	May 15, 2017
American Century Small Cap Growth Fund Investor Class ANOIX	Mutual Funds, Mutual Fund	$1,001 - $15,000	Spouse	2016	May 15, 2017
SFDCP Mid Cap Core Disclosed Asset	Mutual Funds, Mutual Fund	$50,001 - $100,000	Self	2016	Jul 13, 2017
AEPFX-American Funds Europacific Growth F2 (NASDAQ) Disclosed Asset	Mutual Funds, Mutual Fund	$15,001 - $50,000	Spouse	2016	Jul 08, 2019
American Century Small Cap Growth Fund Investor Class ANOIX	Mutual Funds, Mutual Fund	$1,001 - $15,000	Spouse	2016	Jul 08, 2019
American Century Small Cap Value Fund Investor Class ASVIX	Mutual Funds, Mutual Fund	$1,001 - $15,000	Spouse	2016	Jul 08, 2019
Ave Maria Rising Dividend Fund AVEDX	Mutual Funds, Mutual Fund	$15,001 - $50,000	Spouse	2016	Jul 08, 2019
Vanguard Intermediate-Term Bond Index Fund ETF Shares BIV	Mutual Funds, Exchange Traded Fund/Note	$1,001 - $15,000	Spouse	2016	Jul 08, 2019
CBAYX - Calvert Balanced Y CBAYX	Mutual Funds, Mutual Fund	$50,001 - $100,000	Spouse	2016	Jul 08, 2019
CIEYX - Calvert Equity Y (NASDAQ) CIEYX	Mutual Funds, Mutual Fund	$15,001 - $50,000	Spouse	2016	Jul 08, 2019
CRM Small Cap Value Fund Class Institutional CRISX	Mutual Funds, Mutual Fund	$1,001 - $15,000	Spouse	2016	Jul 08, 2019
CSDYX - Calvert Short Duration Income Y (NASDAQ) CSDYX	Mutual Funds, Mutual Fund	$15,001 - $50,000	Spouse	2016	Jul 08, 2019
City & County of San Francisco 457(b) Deferred Compensation Plan Disclosed Asset	Retirement Plans, Deferred Compensation	-	Self	2016	Jul 08, 2019
BNY Mellon Appreciation Fund, Inc. - Investor Shares DGAGX	Mutual Funds, Mutual Fund	$15,001 - $50,000	Spouse	2016	Jul 08, 2019
Dodge & Cox Stock Fund Class I DODGX	Mutual Funds, Exchange Traded Fund/Note	$1,001 - $15,000	Spouse	2016	Jul 08, 2019
Domini Impact International Equity Fund Investor Shares DOMIX	Mutual Funds, Mutual Fund	$15,001 - $50,000	Spouse	2016	Jul 08, 2019
Delaware Tax-Free USA Intermediate Fund Institutional Class DUSIX	Mutual Funds, Mutual Fund	$50,001 - $100,000	Spouse	2016	Jul 08, 2019
Eaton Vance Large-Cap Value Fund Class I EILVX	Mutual Funds, Mutual Fund	$15,001 - $50,000	Spouse	2016	Jul 08, 2019
iShares MSCI Pacific ex Japan ETF EPP	Mutual Funds, Exchange Traded Fund/Note	$1,001 - $15,000	Spouse	2016	Jul 08, 2019
iShares MSCI Japan ETF EWJ	Mutual Funds, Exchange Traded Fund/Note	$1,001 - $15,000	Spouse	2016	Jul 08, 2019
iShares MSCI United Kingdom ETF EWU	Mutual Funds, Exchange Traded Fund/Note	$1,001 - $15,000	Spouse	2016	Jul 08, 2019
First Republic Bank Disclosed Asset	Bank Deposit	$1,001 - $15,000	Spouse	2016	Jul 08, 2019
WisdomTree Europe Hedged Equity Fund HEDJ	Mutual Funds, Exchange Traded Fund/Note	$1,001 - $15,000	Spouse	2016	Jul 08, 2019
The Hartford Growth Opportunities Fund Class I HGOIX	Mutual Funds, Mutual Fund	$15,001 - $50,000	Spouse	2016	Jul 08, 2019
HHDTX - Hancock Horizon Diversified Intl Instl (NASDAQ) HHDTX	Mutual Funds, Mutual Fund	$15,001 - $50,000	Spouse	2016	Jul 08, 2019
iShares Nasdaq Biotechnology ETF IBB	Mutual Funds, Exchange Traded Fund/Note	$1,001 - $15,000	Spouse	2016	Jul 08, 2019
iShares 3-7 Year Treasury Bond ETF IEI	Mutual Funds, Exchange Traded Fund/Note	$1,001 - $15,000	Spouse	2016	Jul 08, 2019
iShares Core MSCI Emerging Markets ETF IEMG	Mutual Funds, Exchange Traded Fund/Note	$1,001 - $15,000	Spouse	2016	Jul 08, 2019
iShares Russell 1000 Value ETF IWD	Mutual Funds, Exchange Traded Fund/Note	$15,001 - $50,000	Spouse	2016	Jul 08, 2019
iShares Russell 1000 Growth ETF IWF	Mutual Funds, Exchange Traded Fund/Note	$15,001 - $50,000	Spouse	2016	Jul 08, 2019
iShares iBoxx $ Investment Grade Corporate Bond ETF LQD	Mutual Funds, Exchange Traded Fund/Note	$1,001 - $15,000	Spouse	2016	Jul 08, 2019
Legislators' Retirement System Plan Disclosed Asset	Retirement Plans, Defined Benefit Pension Plan	$50,001 - $100,000	Self	2016	Jul 08, 2019
iShares MBS ETF MBB	Mutual Funds, Exchange Traded Fund/Note	$1,001 - $15,000	Spouse	2016	Jul 08, 2019
MFS Value Fund Class I MEIIX	Mutual Funds, Mutual Fund	$15,001 - $50,000	Spouse	2016	Jul 08, 2019
ML Bank Deposit Program Disclosed Asset	Bank Deposit	$1,001 - $15,000	Spouse	2016	Jul 08, 2019
MFS Municipal Limited Maturity Fund Class I MTLIX	Mutual Funds, Mutual Fund	$50,001 - $100,000	Spouse	2016	Jul 08, 2019
Merrill Lynch - Emhoff Family Trust Disclosed Asset	Brokerage/Managed Account	-	Spouse	2016	Jul 08, 2019
Merrill Lynch - IRRA Disclosed Asset	Retirement Plans, IRA	-	Spouse	2016	Jul 08, 2019
Merrill Lynch-Bank of America N/A Disclosed Asset	Bank Deposit	$1,001 - $15,000	Spouse	2016	Jul 08, 2019
Merrill Lynch-Bank of America N/A Disclosed Asset	Bank Deposit	$1,001 - $15,000	Spouse	2016	Jul 08, 2019
Natixis Funds Trust IV AEW Global Focused Real Estate Fund Class Y NRFYX	Mutual Funds, Mutual Fund	$15,001 - $50,000	Spouse	2016	Jul 08, 2019
Parnassus Mid Cap Fund PARMX	Mutual Funds, Mutual Fund	$1,001 - $15,000	Spouse	2016	Jul 08, 2019
Parnassus Mid Cap Growth Fund - Investor PARNX	Mutual Funds, Mutual Fund	$1,001 - $15,000	Spouse	2016	Jul 08, 2019
Parnassus Value Equity Fund Investor Shares PARWX	Mutual Funds, Mutual Fund	$15,001 - $50,000	Spouse	2016	Jul 08, 2019
Invesco Emerging Markets Sovereign Debt ETF PCY	Mutual Funds, Exchange Traded Fund/Note	$1,001 - $15,000	Spouse	2016	Jul 08, 2019
Parnassus Core Equity Fund - Institutional Shares PRILX	Mutual Funds, Mutual Fund	$1,001 - $15,000	Spouse	2016	Jul 08, 2019
Impax Small Cap Fund Institutional Class PXSIX	Mutual Funds, Mutual Fund	$1,001 - $15,000	Spouse	2016	Jul 08, 2019
SFDCP International Equity Disclosed Asset	Mutual Funds, Mutual Fund	$15,001 - $50,000	Self	2016	Jul 08, 2019
SFDCP Large Cap Growth Eq Disclosed Asset	Mutual Funds, Mutual Fund	$50,001 - $100,000	Self	2016	Jul 08, 2019
SFDCP Lg Cap Eq - S&P 500 Disclosed Asset	Mutual Funds, Mutual Fund	$15,001 - $50,000	Self	2016	Jul 08, 2019
SFDCP Mid Cap Core Disclosed Asset	Mutual Funds, Mutual Fund	$50,001 - $100,000	Self	2016	Jul 08, 2019
SFDCP Real Estate Disclosed Asset	Mutual Funds, Mutual Fund	$15,001 - $50,000	Self	2016	Jul 08, 2019
SFDCP Target Date 2025 Disclosed Asset	Mutual Funds, Mutual Fund	$15,001 - $50,000	Self	2016	Jul 08, 2019
SSgA Target Retirement 2025 Fund NL Disclosed Asset	Mutual Funds, Mutual Fund	$100,001 - $250,000	Spouse	2016	Jul 08, 2019
SSgA Target Retirement 2030 Fund NL Disclosed Asset	Mutual Funds, Mutual Fund	$100,001 - $250,000	Spouse	2016	Jul 08, 2019
SSgA Target Retirement 2035 Fund NL Disclosed Asset	Mutual Funds, Mutual Fund	$100,001 - $250,000	Spouse	2016	Jul 08, 2019
SSgA Target Retirement 2040 Fund NL Disclosed Asset	Mutual Funds, Mutual Fund	$100,001 - $250,000	Spouse	2016	Jul 08, 2019
San Francisco Employees Retirement System (SFERS) Plan Disclosed Asset	Retirement Plans, Defined Benefit Pension Plan	$250,001 - $500,000	Self	2016	Jul 08, 2019
State of California Savings Plus 457(b) Plan Disclosed Asset	Retirement Plans, Deferred Compensation	-	Self	2016	Jul 08, 2019
iShares TIPS Bond ETF TIP	Mutual Funds, Exchange Traded Fund/Note	$1,001 - $15,000	Spouse	2016	Jul 08, 2019
T. Rowe Price Institutional Large Cap Core Growth Fund TPLGX	Mutual Funds, Mutual Fund	$1,001 - $15,000	Spouse	2016	Jul 08, 2019
TWWIX - Thomas White International I (NASDAQ) TWWIX	Mutual Funds, Mutual Fund	$15,001 - $50,000	Spouse	2016	Jul 08, 2019
Target Date Fund 2025 Disclosed Asset	Mutual Funds, Mutual Fund	$50,001 - $100,000	Self	2016	Jul 08, 2019
Undiscovered Managers Behavioral Value Fund Class I UBVSX	Mutual Funds, Mutual Fund	$1,001 - $15,000	Spouse	2016	Jul 08, 2019
Vanguard Materials Index Fund ETF Shares VAW	Mutual Funds, Exchange Traded Fund/Note	$1,001 - $15,000	Spouse	2016	Jul 08, 2019
Vanguard Total Bond Market Index Fund Investor Shares VBMFX	Mutual Funds, Mutual Fund	$15,001 - $50,000	Spouse	2016	Jul 08, 2019
Vanguard Consumer Staples Index Fund ETF Shares VDC	Mutual Funds, Exchange Traded Fund/Note	$1,001 - $15,000	Spouse	2016	Jul 08, 2019
Vanguard Extended Market Index Fund Admiral Shares VEXAX	Mutual Funds, Mutual Fund	$1,001 - $15,000	Spouse	2016	Jul 08, 2019
Vanguard Information Technology Index Fund ETF Shares VGT	Mutual Funds, Exchange Traded Fund/Note	$1,001 - $15,000	Spouse	2016	Jul 08, 2019
Vanguard Institutional Index Fund Institutional Shares VINIX	Mutual Funds, Mutual Fund	$1,001 - $15,000	Spouse	2016	Jul 08, 2019
Vanguard Industrials Index Fund ETF Shares VIS	Mutual Funds, Exchange Traded Fund/Note	$1,001 - $15,000	Spouse	2016	Jul 08, 2019
Vanguard Mid-Cap Growth Fund Investor Shares VMGRX	Mutual Funds, Mutual Fund	$1,001 - $15,000	Spouse	2016	Jul 08, 2019
Venable LLP Capital Account Disclosed Asset	Other Securities	$500,001 - $1,000,000	Spouse	2016	Jul 08, 2019
Venable LLP Retirement Plan Disclosed Asset	Retirement Plans, Defined Contribution Pension Plan	-	Spouse	2016	Jul 08, 2019
Allspring Emerging Growth Fund - Class Inst WEMIX	Mutual Funds, Mutual Fund	$1,001 - $15,000	Spouse	2016	Jul 08, 2019
Allspring Emerging Growth Fund - Class Inst WEMIX	Mutual Funds, Mutual Fund	$1,001 - $15,000	Spouse	2016	Jul 08, 2019
Wells Fargo Disclosed Asset	Bank Deposit	$1,001 - $15,000	Self	2016	Jul 08, 2019
Wells Fargo Disclosed Asset	Bank Deposit	$250,001 - $500,000	Self	2016	Jul 08, 2019
Wells Fargo Disclosed Asset	Bank Deposit	$15,001 - $50,000	Spouse	2016	Jul 08, 2019
Whitwell Jacoby Emhoff LLP SEP Disclosed Asset	Retirement Plans, Defined Contribution Pension Plan	-	Spouse	2016	Jul 08, 2019
Energy Select Sector SPDR Fund XLE	Mutual Funds, Exchange Traded Fund/Note	$1,001 - $15,000	Spouse	2016	Jul 08, 2019
Financial Select Sector SPDR Fund XLF	Mutual Funds, Exchange Traded Fund/Note	$1,001 - $15,000	Spouse	2016	Jul 08, 2019
The Real Estate Select Sector SPDR Fund XLRE	Mutual Funds, Exchange Traded Fund/Note	$1,001 - $15,000	Spouse	2016	Jul 08, 2019
Health Care Select Sector SPDR Fund XLV	Mutual Funds, Exchange Traded Fund/Note	$1,001 - $15,000	Spouse	2016	Jul 08, 2019
Consumer Discretionary Select Sector SPDR Fund XLY	Mutual Funds, Exchange Traded Fund/Note	$1,001 - $15,000	Spouse	2016	Jul 08, 2019
Vanguard Consumer Staples Index Fund ETF Shares VDC	Mutual Funds, Exchange Traded Fund/Note	$1,001 - $15,000	Spouse	2016	May 15, 2017
Vanguard Total Bond Market Index Fund Investor Shares VBMFX	Mutual Funds, Mutual Fund	$15,001 - $50,000	Spouse	2016	May 15, 2017
Vanguard Materials Index Fund ETF Shares VAW	Mutual Funds, Exchange Traded Fund/Note	$1,001 - $15,000	Spouse	2016	May 15, 2017
Undiscovered Managers Behavioral Value Fund Class I UBVSX	Mutual Funds, Mutual Fund	$1,001 - $15,000	Spouse	2016	May 15, 2017
Parnassus Value Equity Fund Investor Shares PARWX	Mutual Funds, Mutual Fund	$15,001 - $50,000	Spouse	2016	May 15, 2017
SFDCP Real Estate Disclosed Asset	Mutual Funds, Mutual Fund	$15,001 - $50,000	Self	2016	Jul 13, 2017
Parnassus Mid Cap Growth Fund - Investor PARNX	Mutual Funds, Mutual Fund	$1,001 - $15,000	Spouse	2016	May 15, 2017
SFDCP Target Date 2025 Disclosed Asset	Mutual Funds, Mutual Fund	$15,001 - $50,000	Self	2016	Jul 13, 2017
Parnassus Mid Cap Fund PARMX	Mutual Funds, Mutual Fund	$1,001 - $15,000	Spouse	2016	May 15, 2017
SSgA Target Retirement 2025 Fund NL Disclosed Asset	Mutual Funds, Mutual Fund	$100,001 - $250,000	Spouse	2016	Jul 13, 2017
Natixis Funds Trust IV AEW Global Focused Real Estate Fund Class Y NRFYX	Mutual Funds, Mutual Fund	$15,001 - $50,000	Spouse	2016	May 15, 2017
SSgA Target Retirement 2030 Fund NL Disclosed Asset	Mutual Funds, Mutual Fund	$100,001 - $250,000	Spouse	2016	Jul 13, 2017
SSgA Target Retirement 2035 Fund NL Disclosed Asset	Mutual Funds, Mutual Fund	$100,001 - $250,000	Spouse	2016	Jul 13, 2017
SSgA Target Retirement 2040 Fund NL Disclosed Asset	Mutual Funds, Mutual Fund	$100,001 - $250,000	Spouse	2016	Jul 13, 2017
San Francisco Employees Retirement System (SFERS) Plan Disclosed Asset	Retirement Plans, Defined Benefit Pension Plan	$250,001 - $500,000	Self	2016	Jul 13, 2017
State of California Savings Plus 457(b) Plan Disclosed Asset	Retirement Plans, Deferred Compensation	-	Self	2016	Jul 13, 2017
Merrill Lynch-Bank of America N/A Disclosed Asset	Bank Deposit	$1,001 - $15,000	Spouse	2016	May 15, 2017
iShares TIPS Bond ETF TIP	Mutual Funds, Exchange Traded Fund/Note	$1,001 - $15,000	Spouse	2016	Jul 13, 2017
Merrill Lynch-Bank of America N/A Disclosed Asset	Bank Deposit	$1,001 - $15,000	Spouse	2016	May 15, 2017
Merrill Lynch - IRRA Disclosed Asset	Retirement Plans, IRA	-	Spouse	2016	May 15, 2017
T. Rowe Price Institutional Large Cap Core Growth Fund TPLGX	Mutual Funds, Mutual Fund	$1,001 - $15,000	Spouse	2016	Jul 13, 2017
TWWIX - Thomas White International I (NASDAQ) TWWIX	Mutual Funds, Mutual Fund	$15,001 - $50,000	Spouse	2016	Jul 13, 2017
Merrill Lynch - Emhoff Family Trust Disclosed Asset	Brokerage/Managed Account	-	Spouse	2016	May 15, 2017
Target Date Fund 2025 Disclosed Asset	Mutual Funds, Mutual Fund	$50,001 - $100,000	Self	2016	Jul 13, 2017
MFS Municipal Limited Maturity Fund Class I MTLIX	Mutual Funds, Mutual Fund	$50,001 - $100,000	Spouse	2016	May 15, 2017
Undiscovered Managers Behavioral Value Fund Class I UBVSX	Mutual Funds, Mutual Fund	$1,001 - $15,000	Spouse	2016	Jul 13, 2017
ML Bank Deposit Program Disclosed Asset	Bank Deposit	$1,001 - $15,000	Spouse	2016	May 15, 2017
Vanguard Materials Index Fund ETF Shares VAW	Mutual Funds, Exchange Traded Fund/Note	$1,001 - $15,000	Spouse	2016	Jul 13, 2017
MFS Value Fund Class I MEIIX	Mutual Funds, Mutual Fund	$15,001 - $50,000	Spouse	2016	May 15, 2017
Vanguard Total Bond Market Index Fund Investor Shares VBMFX	Mutual Funds, Mutual Fund	$15,001 - $50,000	Spouse	2016	Jul 13, 2017
iShares MBS ETF MBB	Mutual Funds, Exchange Traded Fund/Note	$1,001 - $15,000	Spouse	2016	May 15, 2017
Vanguard Consumer Staples Index Fund ETF Shares VDC	Mutual Funds, Exchange Traded Fund/Note	$1,001 - $15,000	Spouse	2016	Jul 13, 2017
iShares iBoxx $ Investment Grade Corporate Bond ETF LQD	Mutual Funds, Exchange Traded Fund/Note	$1,001 - $15,000	Spouse	2016	May 15, 2017
Vanguard Extended Market Index Fund Admiral Shares VEXAX	Mutual Funds, Mutual Fund	$1,001 - $15,000	Spouse	2016	Jul 13, 2017
iShares Russell 1000 Growth ETF IWF	Mutual Funds, Exchange Traded Fund/Note	$15,001 - $50,000	Spouse	2016	May 15, 2017
Vanguard Information Technology Index Fund ETF Shares VGT	Mutual Funds, Exchange Traded Fund/Note	$1,001 - $15,000	Spouse	2016	Jul 13, 2017
iShares Russell 1000 Value ETF IWD	Mutual Funds, Exchange Traded Fund/Note	$15,001 - $50,000	Spouse	2016	May 15, 2017
Vanguard Institutional Index Fund Institutional Shares VINIX	Mutual Funds, Mutual Fund	$1,001 - $15,000	Spouse	2016	Jul 13, 2017
iShares Core MSCI Emerging Markets ETF IEMG	Mutual Funds, Exchange Traded Fund/Note	$1,001 - $15,000	Spouse	2016	May 15, 2017
Vanguard Industrials Index Fund ETF Shares VIS	Mutual Funds, Exchange Traded Fund/Note	$1,001 - $15,000	Spouse	2016	Jul 13, 2017
Vanguard Mid-Cap Growth Fund Investor Shares VMGRX	Mutual Funds, Mutual Fund	$1,001 - $15,000	Spouse	2016	Jul 13, 2017
iShares 3-7 Year Treasury Bond ETF IEI	Mutual Funds, Exchange Traded Fund/Note	$1,001 - $15,000	Spouse	2016	May 15, 2017
Venable LLP Capital Account Disclosed Asset	Other Securities	$500,001 - $1,000,000	Spouse	2016	Jul 13, 2017
iShares Nasdaq Biotechnology ETF IBB	Mutual Funds, Exchange Traded Fund/Note	$1,001 - $15,000	Spouse	2016	May 15, 2017
Venable LLP Retirement Plan Disclosed Asset	Retirement Plans, Defined Contribution Pension Plan	-	Spouse	2016	Jul 13, 2017
HHDTX - Hancock Horizon Diversified Intl Instl (NASDAQ) HHDTX	Mutual Funds, Mutual Fund	$15,001 - $50,000	Spouse	2016	May 15, 2017
Allspring Emerging Growth Fund - Class Inst WEMIX	Mutual Funds, Mutual Fund	$1,001 - $15,000	Spouse	2016	Jul 13, 2017
The Hartford Growth Opportunities Fund Class I HGOIX	Mutual Funds, Mutual Fund	$15,001 - $50,000	Spouse	2016	May 15, 2017
Allspring Emerging Growth Fund - Class Inst WEMIX	Mutual Funds, Mutual Fund	$1,001 - $15,000	Spouse	2016	Jul 13, 2017
Wells Fargo Disclosed Asset	Bank Deposit	$1,001 - $15,000	Self	2016	Jul 13, 2017
WisdomTree Europe Hedged Equity Fund HEDJ	Mutual Funds, Exchange Traded Fund/Note	$1,001 - $15,000	Spouse	2016	May 15, 2017
Wells Fargo Disclosed Asset	Bank Deposit	$250,001 - $500,000	Self	2016	Jul 13, 2017
Wells Fargo Disclosed Asset	Bank Deposit	$15,001 - $50,000	Spouse	2016	Jul 13, 2017
AEPFX-American Funds Europacific Growth F2 (NASDAQ) Disclosed Asset	Mutual Funds, Mutual Fund	$15,001 - $50,000	Spouse	2016	May 15, 2017
Whitwell Jacoby Emhoff LLP SEP Disclosed Asset	Retirement Plans, Defined Contribution Pension Plan	-	Spouse	2016	Jul 13, 2017
First Republic Bank Disclosed Asset	Bank Deposit	$1,001 - $15,000	Spouse	2016	May 15, 2017
Energy Select Sector SPDR Fund XLE	Mutual Funds, Exchange Traded Fund/Note	$1,001 - $15,000	Spouse	2016	Jul 13, 2017
iShares MSCI United Kingdom ETF EWU	Mutual Funds, Exchange Traded Fund/Note	$1,001 - $15,000	Spouse	2016	May 15, 2017
Financial Select Sector SPDR Fund XLF	Mutual Funds, Exchange Traded Fund/Note	$1,001 - $15,000	Spouse	2016	Jul 13, 2017
iShares MSCI Japan ETF EWJ	Mutual Funds, Exchange Traded Fund/Note	$1,001 - $15,000	Spouse	2016	May 15, 2017
The Real Estate Select Sector SPDR Fund XLRE	Mutual Funds, Exchange Traded Fund/Note	$1,001 - $15,000	Spouse	2016	Jul 13, 2017
iShares MSCI Pacific ex Japan ETF EPP	Mutual Funds, Exchange Traded Fund/Note	$1,001 - $15,000	Spouse	2016	May 15, 2017
Health Care Select Sector SPDR Fund XLV	Mutual Funds, Exchange Traded Fund/Note	$1,001 - $15,000	Spouse	2016	Jul 13, 2017
Consumer Discretionary Select Sector SPDR Fund XLY	Mutual Funds, Exchange Traded Fund/Note	$1,001 - $15,000	Spouse	2016	Jul 13, 2017
Vanguard Extended Market Index Fund Admiral Shares VEXAX	Mutual Funds, Mutual Fund	$1,001 - $15,000	Spouse	2016	May 15, 2017
Vanguard Information Technology Index Fund ETF Shares VGT	Mutual Funds, Exchange Traded Fund/Note	$1,001 - $15,000	Spouse	2016	May 15, 2017
Vanguard Institutional Index Fund Institutional Shares VINIX	Mutual Funds, Mutual Fund	$1,001 - $15,000	Spouse	2016	May 15, 2017
Vanguard Industrials Index Fund ETF Shares VIS	Mutual Funds, Exchange Traded Fund/Note	$1,001 - $15,000	Spouse	2016	May 15, 2017
Vanguard Mid-Cap Growth Fund Investor Shares VMGRX	Mutual Funds, Mutual Fund	$1,001 - $15,000	Spouse	2016	May 15, 2017
Venable LLP Capital Account Disclosed Asset	Other Securities	$500,001 - $1,000,000	Spouse	2016	May 15, 2017
Venable LLP Retirement Plan Disclosed Asset	Retirement Plans, Defined Contribution Pension Plan	-	Spouse	2016	May 15, 2017
Allspring Emerging Growth Fund - Class Inst WEMIX	Mutual Funds, Mutual Fund	$1,001 - $15,000	Spouse	2016	May 15, 2017
Allspring Emerging Growth Fund - Class Inst WEMIX	Mutual Funds, Mutual Fund	$1,001 - $15,000	Spouse	2016	May 15, 2017
Wells Fargo Disclosed Asset	Bank Deposit	$1,001 - $15,000	Self	2016	May 15, 2017
Wells Fargo Disclosed Asset	Bank Deposit	$250,001 - $500,000	Self	2016	May 15, 2017
Wells Fargo Disclosed Asset	Bank Deposit	$15,001 - $50,000	Spouse	2016	May 15, 2017
Whitwell Jacoby Emhoff LLP SEP Disclosed Asset	Retirement Plans, Defined Contribution Pension Plan	-	Spouse	2016	May 15, 2017
Energy Select Sector SPDR Fund XLE	Mutual Funds, Exchange Traded Fund/Note	$1,001 - $15,000	Spouse	2016	May 15, 2017
Financial Select Sector SPDR Fund XLF	Mutual Funds, Exchange Traded Fund/Note	$1,001 - $15,000	Spouse	2016	May 15, 2017
The Real Estate Select Sector SPDR Fund XLRE	Mutual Funds, Exchange Traded Fund/Note	$1,001 - $15,000	Spouse	2016	May 15, 2017
Health Care Select Sector SPDR Fund XLV	Mutual Funds, Exchange Traded Fund/Note	$1,001 - $15,000	Spouse	2016	May 15, 2017
Consumer Discretionary Select Sector SPDR Fund XLY	Mutual Funds, Exchange Traded Fund/Note	$1,001 - $15,000	Spouse	2016	May 15, 2017
AEPFX-American Funds Europacific Growth F2 (NASDAQ) Disclosed Asset	Mutual Funds, Mutual Fund	$15,001 - $50,000	Spouse	2016	Jul 13, 2017
American Century Small Cap Growth Fund Investor Class ANOIX	Mutual Funds, Mutual Fund	$1,001 - $15,000	Spouse	2016	Jul 13, 2017
American Century Small Cap Value Fund Investor Class ASVIX	Mutual Funds, Mutual Fund	$1,001 - $15,000	Spouse	2016	Jul 13, 2017
Ave Maria Rising Dividend Fund AVEDX	Mutual Funds, Mutual Fund	$15,001 - $50,000	Spouse	2016	Jul 13, 2017
Vanguard Intermediate-Term Bond Index Fund ETF Shares BIV	Mutual Funds, Exchange Traded Fund/Note	$1,001 - $15,000	Spouse	2016	Jul 13, 2017
CBAYX - Calvert Balanced Y CBAYX	Mutual Funds, Mutual Fund	$50,001 - $100,000	Spouse	2016	Jul 13, 2017
CIEYX - Calvert Equity Y (NASDAQ) CIEYX	Mutual Funds, Mutual Fund	$15,001 - $50,000	Spouse	2016	Jul 13, 2017
CRM Small Cap Value Fund Class Institutional CRISX	Mutual Funds, Mutual Fund	$1,001 - $15,000	Spouse	2016	Jul 13, 2017
CSDYX - Calvert Short Duration Income Y (NASDAQ) CSDYX	Mutual Funds, Mutual Fund	$15,001 - $50,000	Spouse	2016	Jul 13, 2017
City & County of San Francisco 457(b) Deferred Compensation Plan Disclosed Asset	Retirement Plans, Deferred Compensation	-	Self	2016	Jul 13, 2017
BNY Mellon Appreciation Fund, Inc. - Investor Shares DGAGX	Mutual Funds, Mutual Fund	$15,001 - $50,000	Spouse	2016	Jul 13, 2017
Target Date Fund 2025 Disclosed Asset	Mutual Funds, Mutual Fund	$50,001 - $100,000	Self	2016	May 15, 2017
Dodge & Cox Stock Fund Class I DODGX	Mutual Funds, Exchange Traded Fund/Note	$1,001 - $15,000	Spouse	2016	Jul 13, 2017
TWWIX - Thomas White International I (NASDAQ) TWWIX	Mutual Funds, Mutual Fund	$15,001 - $50,000	Spouse	2016	May 15, 2017
Domini Impact International Equity Fund Investor Shares DOMIX	Mutual Funds, Mutual Fund	$15,001 - $50,000	Spouse	2016	Jul 13, 2017
T. Rowe Price Institutional Large Cap Core Growth Fund TPLGX	Mutual Funds, Mutual Fund	$1,001 - $15,000	Spouse	2016	May 15, 2017
iShares TIPS Bond ETF TIP	Mutual Funds, Exchange Traded Fund/Note	$1,001 - $15,000	Spouse	2016	May 15, 2017
Delaware Tax-Free USA Intermediate Fund Institutional Class DUSIX	Mutual Funds, Mutual Fund	$50,001 - $100,000	Spouse	2016	Jul 13, 2017
Eaton Vance Large-Cap Value Fund Class I EILVX	Mutual Funds, Mutual Fund	$15,001 - $50,000	Spouse	2016	Jul 13, 2017
iShares MSCI Pacific ex Japan ETF EPP	Mutual Funds, Exchange Traded Fund/Note	$1,001 - $15,000	Spouse	2016	Jul 13, 2017
Savings Plus 457 Plan Disclosed Asset	Retirement Plans, Deferred Compensation	-	Self	2016	May 15, 2017
iShares MSCI Japan ETF EWJ	Mutual Funds, Exchange Traded Fund/Note	$1,001 - $15,000	Spouse	2016	Jul 13, 2017
San Francisco Employees Retirement System (SFERS) Plan Disclosed Asset	Retirement Plans, Deferred Compensation	$250,001 - $500,000	Self	2016	May 15, 2017
SSgA Target Retirement 2040 Fund NL Disclosed Asset	Mutual Funds, Mutual Fund	$100,001 - $250,000	Spouse	2016	May 15, 2017
iShares MSCI United Kingdom ETF EWU	Mutual Funds, Exchange Traded Fund/Note	$1,001 - $15,000	Spouse	2016	Jul 13, 2017
First Republic Bank Disclosed Asset	Bank Deposit	$1,001 - $15,000	Spouse	2016	Jul 13, 2017
SSgA Target Retirement 2035 Fund NL Disclosed Asset	Mutual Funds, Mutual Fund	$100,001 - $250,000	Spouse	2016	May 15, 2017
WisdomTree Europe Hedged Equity Fund HEDJ	Mutual Funds, Exchange Traded Fund/Note	$1,001 - $15,000	Spouse	2016	Jul 13, 2017
The Hartford Growth Opportunities Fund Class I HGOIX	Mutual Funds, Mutual Fund	$15,001 - $50,000	Spouse	2016	Jul 13, 2017
HHDTX - Hancock Horizon Diversified Intl Instl (NASDAQ) HHDTX	Mutual Funds, Mutual Fund	$15,001 - $50,000	Spouse	2016	Jul 13, 2017
iShares Nasdaq Biotechnology ETF IBB	Mutual Funds, Exchange Traded Fund/Note	$1,001 - $15,000	Spouse	2016	Jul 13, 2017
iShares 3-7 Year Treasury Bond ETF IEI	Mutual Funds, Exchange Traded Fund/Note	$1,001 - $15,000	Spouse	2016	Jul 13, 2017
iShares Core MSCI Emerging Markets ETF IEMG	Mutual Funds, Exchange Traded Fund/Note	$1,001 - $15,000	Spouse	2016	Jul 13, 2017
iShares Russell 1000 Value ETF IWD	Mutual Funds, Exchange Traded Fund/Note	$15,001 - $50,000	Spouse	2016	Jul 13, 2017
iShares Russell 1000 Growth ETF IWF	Mutual Funds, Exchange Traded Fund/Note	$15,001 - $50,000	Spouse	2016	Jul 13, 2017
iShares iBoxx $ Investment Grade Corporate Bond ETF LQD	Mutual Funds, Exchange Traded Fund/Note	$1,001 - $15,000	Spouse	2016	Jul 13, 2017
iShares MBS ETF MBB	Mutual Funds, Exchange Traded Fund/Note	$1,001 - $15,000	Spouse	2016	Jul 13, 2017
MFS Value Fund Class I MEIIX	Mutual Funds, Mutual Fund	$15,001 - $50,000	Spouse	2016	Jul 13, 2017
ML Bank Deposit Program Disclosed Asset	Bank Deposit	$1,001 - $15,000	Spouse	2016	Jul 13, 2017
MFS Municipal Limited Maturity Fund Class I MTLIX	Mutual Funds, Mutual Fund	$50,001 - $100,000	Spouse	2016	Jul 13, 2017
Merrill Lynch - Emhoff Family Trust Disclosed Asset	Brokerage/Managed Account	-	Spouse	2016	Jul 13, 2017
SSgA Target Retirement 2030 Fund NL Disclosed Asset	Mutual Funds, Mutual Fund	$100,001 - $250,000	Spouse	2016	May 15, 2017
Merrill Lynch - IRRA Disclosed Asset	Retirement Plans, IRA	-	Spouse	2016	Jul 13, 2017
SSgA Target Retirement 2025 Fund NL Disclosed Asset	Mutual Funds, Mutual Fund	$100,001 - $250,000	Spouse	2016	May 15, 2017
Merrill Lynch-Bank of America N/A Disclosed Asset	Bank Deposit	$1,001 - $15,000	Spouse	2016	Jul 13, 2017
Merrill Lynch-Bank of America N/A Disclosed Asset	Bank Deposit	$1,001 - $15,000	Spouse	2016	Jul 13, 2017
SFDCP Target Date 2025 Disclosed Asset	Mutual Funds, Mutual Fund	$15,001 - $50,000	Self	2016	May 15, 2017
Natixis Funds Trust IV AEW Global Focused Real Estate Fund Class Y NRFYX	Mutual Funds, Mutual Fund	$15,001 - $50,000	Spouse	2016	Jul 13, 2017
SFDCP Real Estate Disclosed Asset	Mutual Funds, Mutual Fund	$15,001 - $50,000	Self	2016	May 15, 2017
Parnassus Mid Cap Fund PARMX	Mutual Funds, Mutual Fund	$1,001 - $15,000	Spouse	2016	Jul 13, 2017

Showing 1 to 10 of 1132 disclosed holdings

Frequently Asked Questions: Kamala Harris Stock Portfolio

What is Kamala Harris's estimated Net Worth in 2026?

Kamala Harris's net worth is estimated at $5.84M based on official Congressional Financial Disclosures filed under the STOCK Act.

How are Kamala Harris's financial disclosures tracked?

All financial records and asset transactions for Kamala Harris are compiled directly from public Periodic Transaction Reports (PTR) and annual disclosures required by the STOCK Act of 2012.

Is it legal for Kamala Harris to trade stocks?

Yes, under current US law, members of Congress are permitted to hold and trade securities. However, they are legally subject to the STOCK Act, requiring prompt disclosure of transactions over $1,000, and are strictly prohibited from trading on material non-public information.