Home Congress Tracker Mitch McConnell

$70.69M

Net Worth Est.

$161K

Trade Volume

Recent Trades

Sep 01, 2026

Last Traded

Current Member Yes

Years Active 1985 - Present

Age 84

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Mitch McConnell Net Worth & Stock Portfolio 2026

Republican (Senate - Kentucky) U.S. Senator Active Trader Trades: 14 Issuers: 2 Last Disclosed: Sep 01, 2026

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This portfolio monitors the publicly disclosed assets and transactions of Mitch McConnell, compiled from official congressional financial filings under the STOCK Act. It currently tracks 897 disclosed assets and recent trading volume of $161K. Over 50,000+ investors follow congressional portfolios and disclosures on Snowball Analytics.

Current financial holdings and assets from Mitch McConnell'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

$70.69M

Disclosed Portfolio

Stock Portfolio Value

$3.5M

Est. Disclosed Stocks

Net Worth Growth

+166.6%

vs +189.0% S&P 500

Trade Volume

$161K

2 Distinct Issuers

Disclosed Trades

14 Official Filings

Portfolio Performance vs S&P 500

Cumulative disclosure net worth growth of Mitch McConnell vs S&P 500 Index (SPY) since 2014.

Mitch McConnell: +166.6% S&P 500: +189.0%

Mitch McConnell has a net worth of $70.69M

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

Net Worth Trajectory

$70.69M

Current Net Worth Est.

Top Holdings / Asset Types

Disclosed Holdings

Asset / Holding	Asset Type	Disclosed Amount Range	Owner	Report Year	Filed Date
VXUS - Vanguard Total International Stock Index Fund ETF Disclosed Asset	Mutual Funds, Mutual Fund	$1,000,001 - $5,000,000	Joint	2024	Aug 11, 2025
WGIFX-American Funds Capital World Gr&Inc F2 (NASDAQ) Disclosed Asset	Mutual Funds, Mutual Fund	$100,001 - $250,000	Spouse	2024	Aug 11, 2025
WGIFX-American Funds Capital World Gr&Inc F2 (NASDAQ) Disclosed Asset	Mutual Funds, Mutual Fund	$15,001 - $50,000	Spouse	2024	Aug 11, 2025
Wells Fargo & Company WFC	Corporate Securities, Stock	$1,000,001 - $5,000,000	Spouse	2024	Aug 11, 2025
Vanguard Target Enrollment 2032/2033 Portfolio Disclosed Asset	Mutual Funds, Mutual Fund	$100,001 - $250,000	Self	2024	Aug 11, 2025
Vanguard Target Enrollment 2032/2033 Portfolio Disclosed Asset	Mutual Funds, Mutual Fund	$100,001 - $250,000	Self	2024	Aug 11, 2025
Vanguard IRA Account Disclosed Asset	Retirement Plans, IRA	-	Spouse	2024	Aug 11, 2025
Vanguard 529 College Savings Plan Disclosed Asset	Education Savings Plans, 529 College Savings Plan	-	Self	2024	Aug 11, 2025
Vanguard 529 College Savings Plan Disclosed Asset	Education Savings Plans, 529 College Savings Plan	-	Self	2024	Aug 11, 2025
E-Trade ChargePoint Account Disclosed Asset	Brokerage/Managed Account	-	Spouse	2024	Aug 11, 2025
(Heritage Foundation 403(b)) PREIX-T. Rowe Price Equity Index 500 (NASDAQ) Disclosed Asset	Mutual Funds, Mutual Fund	$250,001 - $500,000	Spouse	2024	Aug 11, 2025
(Heritage Foundation 403(b)) SWGXX - Schwab Government Money Fund Disclosed Asset	Mutual Funds, Mutual Fund	-	Spouse	2024	Aug 11, 2025
(Heritage Foundation 403(b)) VFIAX-Vanguard 500 Index Admiral Disclosed Asset	Mutual Funds, Mutual Fund	$250,001 - $500,000	Spouse	2024	Aug 11, 2025
(Heritage Foundation Retirement) APHKX - Artisan International Value Fd Insti Shs Disclosed Asset	Mutual Funds, Mutual Fund	$15,001 - $50,000	Spouse	2024	Aug 11, 2025
(Heritage Foundation Retirement) FIWDX - Fidelity Advisor Strategic Income Fund Class Z Disclosed Asset	Mutual Funds, Mutual Fund	$1,001 - $15,000	Spouse	2024	Aug 11, 2025
(Heritage Foundation Retirement) GQGRX - Gqg Partners Emerging Markets Equity Fund R6 Sha Disclosed Asset	Mutual Funds, Mutual Fund	$1,001 - $15,000	Spouse	2024	Aug 11, 2025
(Heritage Foundation Retirement) JDMNX - Janus Henderson Enterprise Fund - N Shares Disclosed Asset	Mutual Funds, Mutual Fund	$15,001 - $50,000	Spouse	2024	Aug 11, 2025
(Heritage Foundation Retirement) PEQSX - Putnam Large Cap Value Fund Class R6 Disclosed Asset	Mutual Funds, Mutual Fund	$50,001 - $100,000	Spouse	2024	Aug 11, 2025
(Heritage Foundation Retirement) RSEIX-Royce Special Equity Instl Disclosed Asset	Mutual Funds, Mutual Fund	$1,001 - $15,000	Spouse	2024	Aug 11, 2025
(Heritage Foundation Retirement) SWGXX - Schwab Government Money Fund Disclosed Asset	Mutual Funds, Mutual Fund	-	Spouse	2024	Aug 11, 2025
(Heritage Foundation Retirement) VFIAX - Vanguard 500 Index Fd Admiral Shs Disclosed Asset	Mutual Funds, Mutual Fund	$50,001 - $100,000	Spouse	2024	Aug 11, 2025
(Heritage Foundation Retirement) VGSLX-Vanguard REIT Index Adm Disclosed Asset	Mutual Funds, Mutual Fund	$1,001 - $15,000	Spouse	2024	Aug 11, 2025
(Heritage Foundation Retirement) WIIBX - Segall Bryant & Hamill Plus Bond Fund Institutional Disclosed Asset	Mutual Funds, Mutual Fund	$1,001 - $15,000	Spouse	2024	Aug 11, 2025
BND - Vanguard Total Bond Market ETF Disclosed Asset	Mutual Funds, Mutual Fund	$100,001 - $250,000	Spouse	2024	Aug 11, 2025
BNDX - Vanguard Total International Bond Index Disclosed Asset	Mutual Funds, Mutual Fund	$100,001 - $250,000	Spouse	2024	Aug 11, 2025
Bank of America Disclosed Asset	Bank Deposit	$1,001 - $15,000	Self	2024	Aug 11, 2025
Chargepoint Holdings Inc CHPT	Corporate Securities, Stock	$50,001 - $100,000	Spouse	2024	Aug 11, 2025
ChargePoint Holdings RSUs Disclosed Asset	Other Securities	-	Spouse	2024	Aug 11, 2025
Chariot Parent, LLC d/b/a Chamberlain Group Incentive Units Disclosed Asset	Other Securities	$100,001 - $250,000	Spouse	2024	Aug 11, 2025
DPFFX-Delaware Diversified Income Instl (NASDAQ) Disclosed Asset	Mutual Funds, Mutual Fund	$15,001 - $50,000	Spouse	2024	Aug 11, 2025
DPFFX-Delaware Diversified Income Instl (NASDAQ) Disclosed Asset	Mutual Funds, Mutual Fund	$50,001 - $100,000	Spouse	2024	Aug 11, 2025
DWS Capital Growth VIP (Variable Interest Portfolio) Fund Disclosed Asset	Mutual Funds, Mutual Fund	$250,001 - $500,000	Spouse	2024	Aug 11, 2025
E-Trade Mobileye Global Inc. Disclosed Asset	Brokerage/Managed Account	-	Spouse	2024	Aug 11, 2025
Elaine L Chao Revocable Trust Disclosed Asset	Trust, General Trust	-	Spouse	2024	Aug 11, 2025
FEGIX-First Eagle Gold I (NASDAQ) Disclosed Asset	Mutual Funds, Mutual Fund	$1,001 - $15,000	Spouse	2024	Aug 11, 2025
FEGIX-First Eagle Gold I (NASDAQ) Disclosed Asset	Mutual Funds, Mutual Fund	$15,001 - $50,000	Spouse	2024	Aug 11, 2025
Fidelity Cash Account Disclosed Asset	Bank Deposit	$15,001 - $50,000	Spouse	2024	Aug 11, 2025
Fidelity Kroger Stock Account Disclosed Asset	Brokerage/Managed Account	-	Spouse	2024	Aug 11, 2025
Fidelity Luminar Technologies Account Disclosed Asset	Brokerage/Managed Account	-	Spouse	2024	Aug 11, 2025
GFFFX-American Funds Growth Fund of Amer F2 (NASDAQ) Disclosed Asset	Mutual Funds, Mutual Fund	$50,001 - $100,000	Spouse	2024	Aug 11, 2025
GFFFX-American Funds Growth Fund of Amer F2 (NASDAQ) Disclosed Asset	Mutual Funds, Mutual Fund	$100,001 - $250,000	Spouse	2024	Aug 11, 2025
Hyliion Holdings Corp HYLN	Corporate Securities, Stock	$100,001 - $250,000	Spouse	2024	Aug 11, 2025
IWM-iShares Russell 2000 Disclosed Asset	Mutual Funds, Exchange Traded Fund/Note	$50,001 - $100,000	Self	2024	Aug 11, 2025
JDVPX - JHancock Disciplined Value R2 Disclosed Asset	Mutual Funds, Mutual Fund	$50,001 - $100,000	Spouse	2024	Aug 11, 2025
JHIGX - JHancock International Growth R2 Disclosed Asset	Mutual Funds, Mutual Fund	$15,001 - $50,000	Spouse	2024	Aug 11, 2025
The Kroger Co KR	Corporate Securities, Stock	$100,001 - $250,000	Spouse	2024	Aug 11, 2025
Kroger Restricted Stock Units Disclosed Asset	Other Securities	$500,001 - $1,000,000	Spouse	2024	Aug 11, 2025
Tema Photonics & Optical ETF LAZR	Corporate Securities, Stock	$15,001 - $50,000	Spouse	2024	Aug 11, 2025
Luminar Technologies, Inc Restricted Stock Units Disclosed Asset	Other Securities	-	Spouse	2024	Aug 11, 2025
MNNAX - Victory Munder Multi-Cap A Disclosed Asset	Trust, General Trust	$100,001 - $250,000	Self	2024	Aug 11, 2025
Mitch IRA MLPA Disclosed Asset	Retirement Plans, IRA	-	Self	2024	Aug 11, 2025
Mobileye Global Inc. Restricted Stock Units Disclosed Asset	Other Securities	-	Spouse	2024	Aug 11, 2025
T. Rowe Price Small-Cap Stock Fund I Class OTIIX	Mutual Funds, Mutual Fund	$100,001 - $250,000	Spouse	2024	Aug 11, 2025
Principal Equity Income Fund Institutional Class PEIIX	Mutual Funds, Mutual Fund	$50,001 - $100,000	Spouse	2024	Aug 11, 2025
PEQPX-Principal Equity Income P (NASDAQ) Disclosed Asset	Mutual Funds, Mutual Fund	$100,001 - $250,000	Spouse	2024	Aug 11, 2025
PGDPX - Principal Global Div Inc P (NASDAQ) PGDPX	Mutual Funds, Mutual Fund	$15,001 - $50,000	Spouse	2024	Aug 11, 2025
T. Rowe Price International Stock I PRIUX	Mutual Funds, Mutual Fund	$100,001 - $250,000	Spouse	2024	Aug 11, 2025
T. Rowe Price Mid-Cap Growth Fund I Class RPTIX	Mutual Funds, Mutual Fund	$500,001 - $1,000,000	Spouse	2024	Aug 11, 2025
RSPYX-RS Partners Y (NASDAQ) Disclosed Asset	Mutual Funds, Mutual Fund	$50,001 - $100,000	Spouse	2024	Aug 11, 2025
Real Property with Carriage House Rental Disclosed Asset	Real Estate, Residential	$1,000,001 - $5,000,000	Joint	2024	Aug 11, 2025
Republic Bank and Trust Disclosed Asset	Bank Deposit	$1,001 - $15,000	Self	2024	Aug 11, 2025
SCPB-SPDR Barclays Short Term Corp Bd ETF (NYSEArca) Disclosed Asset	Mutual Funds, Exchange Traded Fund/Note	$15,001 - $50,000	Self	2024	Aug 11, 2025
BNY Mellon Sm/Md Cp Gr I SDSCX	Mutual Funds, Mutual Fund	$15,001 - $50,000	Spouse	2024	Aug 11, 2025
SPDR S&P 500 ETF Trust SPY	Mutual Funds, Exchange Traded Fund/Note	$50,001 - $100,000	Self	2024	Aug 11, 2025
T. Rowe Price Blue Chip Growth Fund I Class TBCIX	Mutual Funds, Mutual Fund	$500,001 - $1,000,000	Spouse	2024	Aug 11, 2025
TGBAX-Templeton Global Bond Adv (NASDAQ) Disclosed Asset	Mutual Funds, Mutual Fund	$1,001 - $15,000	Spouse	2024	Aug 11, 2025
TGBAX-Templeton Global Bond Adv (NASDAQ) Disclosed Asset	Mutual Funds, Mutual Fund	$15,001 - $50,000	Spouse	2024	Aug 11, 2025
T. Rowe Price Science and Technology Fund I Class TSNIX	Mutual Funds, Mutual Fund	$100,001 - $250,000	Spouse	2024	Aug 11, 2025
Truist Advantage Money Market Account Disclosed Asset	Bank Deposit	$1,001 - $15,000	Joint	2024	Aug 11, 2025
Truist Business Checking (Firebird International LLC) Disclosed Asset	Bank Deposit	$15,001 - $50,000	Spouse	2024	Aug 11, 2025
Truist Business Money Market Performance (Firebird International LLC) Disclosed Asset	Bank Deposit	$1,001 - $15,000	Spouse	2024	Aug 11, 2025
Truist Personal Savings Account Disclosed Asset	Bank Deposit	$1,001 - $15,000	Spouse	2024	Aug 11, 2025
Truist Solid Choice Banking Disclosed Asset	Bank Deposit	$1,001 - $15,000	Spouse	2024	Aug 11, 2025
UBS (uninvested cash held by UBS) Disclosed Asset	Bank Deposit	$1,001 - $15,000	Spouse	2024	Aug 11, 2025
UBS (uninvested cash held by UBS) Disclosed Asset	Bank Deposit	-	Spouse	2024	Aug 11, 2025
UBS Hyliion Account Disclosed Asset	Brokerage/Managed Account	-	Spouse	2024	Aug 11, 2025
UBS IRA (7 items) Disclosed Asset	Retirement Plans, IRA	-	Spouse	2024	Aug 11, 2025
UBS PSP Disclosed Asset	Trust, General Trust	-	Spouse	2024	Aug 11, 2025
UBS Pension Trust (9 items) Disclosed Asset	Trust, General Trust	-	Spouse	2024	Aug 11, 2025
Vanguard Small-Cap Index Fund ETF Shares VB	Mutual Funds, Mutual Fund	$100,001 - $250,000	Joint	2024	Aug 11, 2025
Vanguard Small-Cap Index Fund ETF Shares VB	Mutual Funds, Mutual Fund	$1,000,001 - $5,000,000	Spouse	2024	Aug 11, 2025
VEU - Vanguard FTSE All World Ex US ETF Disclosed Asset	Mutual Funds, Mutual Fund	$250,001 - $500,000	Spouse	2024	Aug 11, 2025
VFIAX-Vanguard 500 Index Admiral (NASDAQ) Disclosed Asset	Trust, General Trust	$1,000,001 - $5,000,000	Self	2024	Aug 11, 2025
VFIDX - Vanguard Intermediate Term Invest Grade Admiral CL Disclosed Asset	Mutual Funds, Mutual Fund	$100,001 - $250,000	Spouse	2024	Aug 11, 2025
VFSUX - Vanguard Short Term Invest Grade Admiral CL Disclosed Asset	Mutual Funds, Mutual Fund	$100,001 - $250,000	Spouse	2024	Aug 11, 2025
VGIAX-Vanguard Growth & Income Adm (NASDAQ) Disclosed Asset	Mutual Funds, Mutual Fund	$500,001 - $1,000,000	Spouse	2024	Aug 11, 2025
VHCAX-Vanguard Capital Opportunity Adm (NASDAQ) Disclosed Asset	Trust, General Trust	$500,001 - $1,000,000	Self	2024	Aug 11, 2025
VMFXX - Vanguard Federal Money Market Fund Disclosed Asset	Mutual Funds, Mutual Fund	$1,001 - $15,000	Spouse	2024	Aug 11, 2025
VMLUX - Vanguard Ltd Term Tax Exempt Admiral CL Disclosed Asset	Mutual Funds, Mutual Fund	$15,001 - $50,000	Joint	2024	Aug 11, 2025
VMLUX - Vanguard Ltd Term Tax Exempt Admiral CL Disclosed Asset	Mutual Funds, Mutual Fund	$50,001 - $100,000	Spouse	2024	Aug 11, 2025
VMMXX-Vanguard Money Market Reserves (NASDAQ) Disclosed Asset	Mutual Funds, Mutual Fund	-	Joint	2024	Aug 11, 2025
VMSXX - Vanguard Municipal Money Market Disclosed Asset	Mutual Funds, Mutual Fund	$15,001 - $50,000	Spouse	2024	Aug 11, 2025
Vanguard Mid-Cap Index Fund ETF Shares VO	Mutual Funds, Mutual Fund	$100,001 - $250,000	Joint	2024	Aug 11, 2025
Vanguard Mid-Cap Index Fund ETF Shares VO	Mutual Funds, Mutual Fund	$1,000,001 - $5,000,000	Spouse	2024	Aug 11, 2025
VO-Vanguard Mid-Cap ETF Disclosed Asset	Mutual Funds, Exchange Traded Fund/Note	$50,001 - $100,000	Self	2024	Aug 11, 2025
Vanguard S&P 500 ETF VOO	Mutual Funds, Mutual Fund	$5,000,001 - $25,000,000	Joint	2024	Aug 11, 2025
Vanguard S&P 500 ETF VOO	Mutual Funds, Mutual Fund	$5,000,001 - $25,000,000	Spouse	2024	Aug 11, 2025
VSIAX-Vanguard Small Cap Value Index Admiral (NASDAQ) Disclosed Asset	Trust, General Trust	$500,001 - $1,000,000	Self	2024	Aug 11, 2025
VWIUX - Vanguard Intermediate Term Tax Exempt Admiral CL Disclosed Asset	Mutual Funds, Mutual Fund	$100,001 - $250,000	Spouse	2024	Aug 11, 2025
VWLUX - Vanguard Long-Term Tax-Exempt Admiral CL Disclosed Asset	Mutual Funds, Mutual Fund	$50,001 - $100,000	Spouse	2024	Aug 11, 2025
VXUS - Vanguard Total International Stock Index Fund ETF Disclosed Asset	Mutual Funds, Mutual Fund	$100,001 - $250,000	Spouse	2024	Aug 11, 2025
VWIUX - Vanguard Intermediate Term Tax Exempt Admiral CL Disclosed Asset	Mutual Funds, Mutual Fund	$100,001 - $250,000	Spouse	2023	Aug 13, 2024
VWLUX - Vanguard Long-Term Tax-Exempt Admiral CL Disclosed Asset	Mutual Funds, Mutual Fund	$50,001 - $100,000	Spouse	2023	Aug 13, 2024
VXUS - Vanguard Total International Stock Index Fund ETF Disclosed Asset	Mutual Funds, Mutual Fund	$1,000,001 - $5,000,000	Joint	2023	Aug 13, 2024
VXUS - Vanguard Total International Stock Index Fund ETF Disclosed Asset	Mutual Funds, Mutual Fund	$100,001 - $250,000	Spouse	2023	Aug 13, 2024
Vanguard 529 College Savings Plan Disclosed Asset	Education Savings Plans, 529 College Savings Plan	-	Self	2023	Aug 13, 2024
UBS Pension Trust (9 items) Disclosed Asset	Trust, General Trust	-	Spouse	2023	Aug 13, 2024
UBS PSP Disclosed Asset	Trust, General Trust	-	Spouse	2023	Aug 13, 2024
UBS IRA (7 items) Disclosed Asset	Retirement Plans, IRA	-	Spouse	2023	Aug 13, 2024
UBS Hyliion Account Disclosed Asset	Brokerage/Managed Account	-	Spouse	2023	Aug 13, 2024
UBS (uninvested cash held by UBS) Disclosed Asset	Bank Deposit	-	Spouse	2023	Aug 13, 2024
UBS (uninvested cash held by UBS) Disclosed Asset	Bank Deposit	-	Spouse	2023	Aug 13, 2024
Truist Solid Choice Banking Disclosed Asset	Bank Deposit	$1,001 - $15,000	Spouse	2023	Aug 13, 2024
Truist Personal Savings Account Disclosed Asset	Bank Deposit	$1,001 - $15,000	Spouse	2023	Aug 13, 2024
Truist Business Money Market Performance (Firebird International LLC) Disclosed Asset	Bank Deposit	$1,001 - $15,000	Spouse	2023	Aug 13, 2024
Truist Business Checking (Firebird International LLC) Disclosed Asset	Bank Deposit	$15,001 - $50,000	Spouse	2023	Aug 13, 2024
Truist Advantage Money Market Account Disclosed Asset	Bank Deposit	$1,001 - $15,000	Joint	2023	Aug 13, 2024
T. Rowe Price Science and Technology Fund I Class TSNIX	Mutual Funds, Mutual Fund	$50,001 - $100,000	Spouse	2023	Aug 13, 2024
TGBAX-Templeton Global Bond Adv (NASDAQ) Disclosed Asset	Mutual Funds, Mutual Fund	$15,001 - $50,000	Spouse	2023	Aug 13, 2024
TGBAX-Templeton Global Bond Adv (NASDAQ) Disclosed Asset	Mutual Funds, Mutual Fund	$1,001 - $15,000	Spouse	2023	Aug 13, 2024
T. Rowe Price Blue Chip Growth Fund I Class TBCIX	Mutual Funds, Mutual Fund	$250,001 - $500,000	Spouse	2023	Aug 13, 2024
SPDR S&P 500 ETF Trust SPY	Mutual Funds, Exchange Traded Fund/Note	$50,001 - $100,000	Self	2023	Aug 13, 2024
BNY Mellon Sm/Md Cp Gr I SDSCX	Mutual Funds, Mutual Fund	$15,001 - $50,000	Spouse	2023	Aug 13, 2024
SCPB-SPDR Barclays Short Term Corp Bd ETF (NYSEArca) Disclosed Asset	Mutual Funds, Exchange Traded Fund/Note	$15,001 - $50,000	Self	2023	Aug 13, 2024
Republic Bank and Trust Disclosed Asset	Bank Deposit	$1,001 - $15,000	Self	2023	Aug 13, 2024
Real Property with Carriage House Rental Disclosed Asset	Real Estate, Residential	$1,000,001 - $5,000,000	Joint	2023	Aug 13, 2024
RSPYX-RS Partners Y (NASDAQ) Disclosed Asset	Mutual Funds, Mutual Fund	$50,001 - $100,000	Spouse	2023	Aug 13, 2024
T. Rowe Price Mid-Cap Growth Fund I Class RPTIX	Mutual Funds, Mutual Fund	$500,001 - $1,000,000	Spouse	2023	Aug 13, 2024
T. Rowe Price International Stock I PRIUX	Mutual Funds, Mutual Fund	$100,001 - $250,000	Spouse	2023	Aug 13, 2024
PGDPX - Principal Global Div Inc P (NASDAQ) PGDPX	Mutual Funds, Mutual Fund	$15,001 - $50,000	Spouse	2023	Aug 13, 2024
PEQPX-Principal Equity Income P (NASDAQ) Disclosed Asset	Mutual Funds, Mutual Fund	$100,001 - $250,000	Spouse	2023	Aug 13, 2024
Principal Equity Income Fund Institutional Class PEIIX	Mutual Funds, Mutual Fund	$50,001 - $100,000	Spouse	2023	Aug 13, 2024
T. Rowe Price Small-Cap Stock Fund I Class OTIIX	Mutual Funds, Mutual Fund	$100,001 - $250,000	Spouse	2023	Aug 13, 2024
Mitch IRA MLPA Disclosed Asset	Retirement Plans, IRA	-	Self	2023	Aug 13, 2024
MNNAX - Victory Munder Multi-Cap A Disclosed Asset	Trust, General Trust	$50,001 - $100,000	Self	2023	Aug 13, 2024
Luminar Technologies, Inc Restricted Stock Units Disclosed Asset	Other Securities	-	Spouse	2023	Aug 13, 2024
Tema Photonics & Optical ETF LAZR	Corporate Securities, Stock	$50,001 - $100,000	Spouse	2023	Aug 13, 2024
Kroger Restricted Stock Units Disclosed Asset	Other Securities	$250,001 - $500,000	Spouse	2023	Aug 13, 2024
The Kroger Co KR	Corporate Securities, Stock	$100,001 - $250,000	Spouse	2023	Aug 13, 2024
JHIGX - JHancock International Growth R2 Disclosed Asset	Mutual Funds, Mutual Fund	$15,001 - $50,000	Spouse	2023	Aug 13, 2024
JDVPX - JHancock Disciplined Value R2 Disclosed Asset	Mutual Funds, Mutual Fund	$50,001 - $100,000	Spouse	2023	Aug 13, 2024
IWM-iShares Russell 2000 Disclosed Asset	Mutual Funds, Exchange Traded Fund/Note	$50,001 - $100,000	Self	2023	Aug 13, 2024
Hyliion Restricted Stock Units Disclosed Asset	Other Securities	-	Spouse	2023	Aug 13, 2024
Hyliion Holdings Corp HYLN	Corporate Securities, Stock	$15,001 - $50,000	Spouse	2023	Aug 13, 2024
GFFFX-American Funds Growth Fund of Amer F2 (NASDAQ) Disclosed Asset	Mutual Funds, Mutual Fund	$100,001 - $250,000	Spouse	2023	Aug 13, 2024
GFFFX-American Funds Growth Fund of Amer F2 (NASDAQ) Disclosed Asset	Mutual Funds, Mutual Fund	$50,001 - $100,000	Spouse	2023	Aug 13, 2024
Fidelity Luminar Technologies Account Disclosed Asset	Brokerage/Managed Account	-	Spouse	2023	Aug 13, 2024
Fidelity Kroger Stock Account Disclosed Asset	Brokerage/Managed Account	-	Spouse	2023	Aug 13, 2024
Fidelity Embark Account Disclosed Asset	Brokerage/Managed Account	-	Spouse	2023	Aug 13, 2024
Fidelity Cash Account Disclosed Asset	Bank Deposit	$15,001 - $50,000	Spouse	2023	Aug 13, 2024
FEGIX-First Eagle Gold I (NASDAQ) Disclosed Asset	Mutual Funds, Mutual Fund	$15,001 - $50,000	Spouse	2023	Aug 13, 2024
FEGIX-First Eagle Gold I (NASDAQ) Disclosed Asset	Mutual Funds, Mutual Fund	$1,001 - $15,000	Spouse	2023	Aug 13, 2024
Embark Technology Restricted Stock Units Disclosed Asset	Other Securities	-	Spouse	2023	Aug 13, 2024
Embark Technology Options Disclosed Asset	Other Securities	-	Spouse	2023	Aug 13, 2024
Elaine L Chao Revocable Trust Disclosed Asset	Trust, General Trust	-	Spouse	2023	Aug 13, 2024
Embark Technology Inc EMBK	Corporate Securities, Stock	$1,001 - $15,000	Spouse	2023	Aug 13, 2024
E-Trade ChargePoint Account Disclosed Asset	Brokerage/Managed Account	-	Spouse	2023	Aug 13, 2024
DWS Capital Growth VIP (Variable Interest Portfolio) Fund Disclosed Asset	Mutual Funds, Mutual Fund	$250,001 - $500,000	Spouse	2023	Aug 13, 2024
DPFFX-Delaware Diversified Income Instl (NASDAQ) Disclosed Asset	Mutual Funds, Mutual Fund	$50,001 - $100,000	Spouse	2023	Aug 13, 2024
DPFFX-Delaware Diversified Income Instl (NASDAQ) Disclosed Asset	Mutual Funds, Mutual Fund	$15,001 - $50,000	Spouse	2023	Aug 13, 2024
Chariot Parent, LLC d/b/a Chamberlain Group Incentive Units Disclosed Asset	Other Securities	-	Spouse	2023	Aug 13, 2024
ChargePoint Holdings RSUs Disclosed Asset	Other Securities	-	Spouse	2023	Aug 13, 2024
Chargepoint Holdings Inc CHPT	Corporate Securities, Stock	$50,001 - $100,000	Spouse	2023	Aug 13, 2024
Bank of America Disclosed Asset	Bank Deposit	$1,001 - $15,000	Self	2023	Aug 13, 2024
BNDX - Vanguard Total International Bond Index Disclosed Asset	Mutual Funds, Mutual Fund	$100,001 - $250,000	Spouse	2023	Aug 13, 2024
BND - Vanguard Total Bond Market ETF Disclosed Asset	Mutual Funds, Mutual Fund	$100,001 - $250,000	Spouse	2023	Aug 13, 2024
(Heritage Foundation Retirement) WIIBX - Segall Bryant & Hamill Plus Bond Fund Institutional Disclosed Asset	Mutual Funds, Mutual Fund	$1,001 - $15,000	Spouse	2023	Aug 13, 2024
(Heritage Foundation Retirement) VGSLX-Vanguard REIT Index Adm Disclosed Asset	Mutual Funds, Mutual Fund	$1,001 - $15,000	Spouse	2023	Aug 13, 2024
(Heritage Foundation Retirement) SWGXX - Schwab Government Money Fund Disclosed Asset	Mutual Funds, Mutual Fund	-	Spouse	2023	Aug 13, 2024
(Heritage Foundation Retirement) SLASX-Selected American Shares S Disclosed Asset	Mutual Funds, Mutual Fund	$15,001 - $50,000	Spouse	2023	Aug 13, 2024
(Heritage Foundation Retirement) RSEIX-Royce Special Equity Instl Disclosed Asset	Mutual Funds, Mutual Fund	$1,001 - $15,000	Spouse	2023	Aug 13, 2024
(Heritage Foundation Retirement) PRMSX-T. Rowe Price Emerging Markets Stock Disclosed Asset	Mutual Funds, Mutual Fund	$1,001 - $15,000	Spouse	2023	Aug 13, 2024
(Heritage Foundation Retirement) OAKMX-Oakmark I Disclosed Asset	Mutual Funds, Mutual Fund	$15,001 - $50,000	Spouse	2023	Aug 13, 2024
(Heritage Foundation Retirement) LSBDX-Loomis Sayles Bond Instl Disclosed Asset	Mutual Funds, Mutual Fund	$1,001 - $15,000	Spouse	2023	Aug 13, 2024
(Heritage Foundation Retirement) FAIRX-Fairholme Disclosed Asset	Mutual Funds, Mutual Fund	$15,001 - $50,000	Spouse	2023	Aug 13, 2024
(Heritage Foundation Retirement) BARAX-Baron Asset Retail Disclosed Asset	Mutual Funds, Mutual Fund	$15,001 - $50,000	Spouse	2023	Aug 13, 2024
(Heritage Foundation Retirement) ARTKX-Artisan International Value Investor Disclosed Asset	Mutual Funds, Mutual Fund	$15,001 - $50,000	Spouse	2023	Aug 13, 2024
(Heritage Foundation 403(b)) VTSAX - Vanguard Total Stock Market Index Fund Admiral Sha Disclosed Asset	Mutual Funds, Mutual Fund	$100,001 - $250,000	Spouse	2023	Aug 13, 2024
(Heritage Foundation 403(b)) VFIAX-Vanguard 500 Index Admiral Disclosed Asset	Mutual Funds, Mutual Fund	$50,001 - $100,000	Spouse	2023	Aug 13, 2024
(Heritage Foundation 403(b)) PREIX-T. Rowe Price Equity Index 500 (NASDAQ) Disclosed Asset	Mutual Funds, Mutual Fund	$250,001 - $500,000	Spouse	2023	Aug 13, 2024
Vanguard 529 College Savings Plan Disclosed Asset	Education Savings Plans, 529 College Savings Plan	-	Self	2023	Aug 13, 2024
Vanguard Federal Money Market Fund Disclosed Asset	Mutual Funds, Mutual Fund	$250,001 - $500,000	Spouse	2023	Aug 13, 2024
Vanguard IRA Account Disclosed Asset	Retirement Plans, IRA	-	Spouse	2023	Aug 13, 2024
Vanguard Target Enrollment 2032/2033 Portfolio Disclosed Asset	Mutual Funds, Mutual Fund	$100,001 - $250,000	Self	2023	Aug 13, 2024
Vanguard Target Enrollment 2032/2033 Portfolio Disclosed Asset	Mutual Funds, Mutual Fund	$100,001 - $250,000	Self	2023	Aug 13, 2024
Wells Fargo & Company WFC	Corporate Securities, Stock	$1,000,001 - $5,000,000	Spouse	2023	Aug 13, 2024
WGIFX-American Funds Capital World Gr&Inc F2 (NASDAQ) Disclosed Asset	Mutual Funds, Mutual Fund	$15,001 - $50,000	Spouse	2023	Aug 13, 2024
WGIFX-American Funds Capital World Gr&Inc F2 (NASDAQ) Disclosed Asset	Mutual Funds, Mutual Fund	$50,001 - $100,000	Spouse	2023	Aug 13, 2024
Vanguard Small-Cap Index Fund ETF Shares VB	Mutual Funds, Mutual Fund	$100,001 - $250,000	Joint	2023	Aug 13, 2024
Vanguard Small-Cap Index Fund ETF Shares VB	Mutual Funds, Mutual Fund	$1,000,001 - $5,000,000	Spouse	2023	Aug 13, 2024
VEU - Vanguard FTSE All World Ex US ETF Disclosed Asset	Mutual Funds, Mutual Fund	$250,001 - $500,000	Spouse	2023	Aug 13, 2024
VFIAX-Vanguard 500 Index Admiral (NASDAQ) Disclosed Asset	Trust, General Trust	$500,001 - $1,000,000	Self	2023	Aug 13, 2024
VFIDX - Vanguard Intermediate Term Invest Grade Admiral CL Disclosed Asset	Mutual Funds, Mutual Fund	$100,001 - $250,000	Spouse	2023	Aug 13, 2024
VFSUX - Vanguard Short Term Invest Grade Admiral CL Disclosed Asset	Mutual Funds, Mutual Fund	$100,001 - $250,000	Spouse	2023	Aug 13, 2024
VGIAX-Vanguard Growth & Income Adm (NASDAQ) Disclosed Asset	Mutual Funds, Mutual Fund	$500,001 - $1,000,000	Spouse	2023	Aug 13, 2024
VHCAX-Vanguard Capital Opportunity Adm (NASDAQ) Disclosed Asset	Trust, General Trust	$500,001 - $1,000,000	Self	2023	Aug 13, 2024
VMFXX - Vanguard Federal Money Market Fund Disclosed Asset	Mutual Funds, Mutual Fund	$1,001 - $15,000	Spouse	2023	Aug 13, 2024
VMLUX - Vanguard Ltd Term Tax Exempt Admiral CL Disclosed Asset	Mutual Funds, Mutual Fund	$50,001 - $100,000	Joint	2023	Aug 13, 2024
VMLUX - Vanguard Ltd Term Tax Exempt Admiral CL Disclosed Asset	Mutual Funds, Mutual Fund	$50,001 - $100,000	Spouse	2023	Aug 13, 2024
VMMXX-Vanguard Money Market Reserves (NASDAQ) Disclosed Asset	Mutual Funds, Mutual Fund	$15,001 - $50,000	Joint	2023	Aug 13, 2024
Vanguard Mid-Cap Index Fund ETF Shares VO	Mutual Funds, Mutual Fund	$100,001 - $250,000	Joint	2023	Aug 13, 2024
Vanguard Mid-Cap Index Fund ETF Shares VO	Mutual Funds, Mutual Fund	$1,000,001 - $5,000,000	Spouse	2023	Aug 13, 2024
VO-Vanguard Mid-Cap ETF Disclosed Asset	Mutual Funds, Exchange Traded Fund/Note	$15,001 - $50,000	Self	2023	Aug 13, 2024
Vanguard S&P 500 ETF VOO	Mutual Funds, Mutual Fund	$5,000,001 - $25,000,000	Joint	2023	Aug 13, 2024
Vanguard S&P 500 ETF VOO	Mutual Funds, Mutual Fund	$1,000,001 - $5,000,000	Spouse	2023	Aug 13, 2024
VSIAX-Vanguard Small Cap Value Index Admiral (NASDAQ) Disclosed Asset	Trust, General Trust	$500,001 - $1,000,000	Self	2023	Aug 13, 2024
UBS (uninvested cash held by UBS) Disclosed Asset	Bank Deposit	-	Spouse	2022	May 15, 2023
WGIFX-American Funds Capital World Gr&Inc F2 (NASDAQ) Disclosed Asset	Mutual Funds, Mutual Fund	$50,001 - $100,000	Spouse	2022	May 15, 2023
WGIFX-American Funds Capital World Gr&Inc F2 (NASDAQ) Disclosed Asset	Mutual Funds, Mutual Fund	$15,001 - $50,000	Spouse	2022	May 15, 2023
Vanguard Target Enrollment 2032/2033 Portfolio Disclosed Asset	Mutual Funds, Mutual Fund	$100,001 - $250,000	Self	2022	May 15, 2023
Vanguard Target Enrollment 2032/2033 Portfolio Disclosed Asset	Mutual Funds, Mutual Fund	$100,001 - $250,000	Self	2022	May 15, 2023
Vanguard IRA Account Disclosed Asset	Retirement Plans, IRA	-	Spouse	2022	May 15, 2023
Vanguard Federal Money Market Fund Disclosed Asset	Mutual Funds, Mutual Fund	$250,001 - $500,000	Spouse	2022	May 15, 2023
Vanguard 529 College Savings Plan Disclosed Asset	Education Savings Plans, 529 College Savings Plan	-	Self	2022	May 15, 2023
Vanguard 529 College Savings Plan Disclosed Asset	Education Savings Plans, 529 College Savings Plan	-	Self	2022	May 15, 2023
VSIAX-Vanguard Small Cap Value Index Admiral (NASDAQ) Disclosed Asset	Trust, General Trust	$500,001 - $1,000,000	Self	2022	May 15, 2023
Vanguard S&P 500 ETF VOO	Mutual Funds, Mutual Fund	$1,000,001 - $5,000,000	Spouse	2022	May 15, 2023
Vanguard S&P 500 ETF VOO	Mutual Funds, Mutual Fund	$5,000,001 - $25,000,000	Joint	2022	May 15, 2023
VO-Vanguard Mid-Cap ETF Disclosed Asset	Mutual Funds, Exchange Traded Fund/Note	$15,001 - $50,000	Self	2022	May 15, 2023
Vanguard Mid-Cap Index Fund ETF Shares VO	Mutual Funds, Mutual Fund	$100,001 - $250,000	Spouse	2022	May 15, 2023
Vanguard Mid-Cap Index Fund ETF Shares VO	Mutual Funds, Mutual Fund	$100,001 - $250,000	Joint	2022	May 15, 2023
VMMXX-Vanguard Money Market Reserves (NASDAQ) Disclosed Asset	Mutual Funds, Mutual Fund	$250,001 - $500,000	Joint	2022	May 15, 2023
VMFXX - Vanguard Federal Money Market Fund Disclosed Asset	Mutual Funds, Mutual Fund	$1,000,001 - $5,000,000	Spouse	2022	May 15, 2023
VHCAX-Vanguard Capital Opportunity Adm (NASDAQ) Disclosed Asset	Trust, General Trust	$250,001 - $500,000	Self	2022	May 15, 2023
VGIAX-Vanguard Growth & Income Adm (NASDAQ) Disclosed Asset	Mutual Funds, Mutual Fund	$250,001 - $500,000	Spouse	2022	May 15, 2023
VFIAX-Vanguard 500 Index Admiral (NASDAQ) Disclosed Asset	Trust, General Trust	$500,001 - $1,000,000	Self	2022	May 15, 2023
Vanguard FTSE All-World ex-US Index Fund ETF Shares VEU	Mutual Funds, Mutual Fund	$100,001 - $250,000	Spouse	2022	May 15, 2023
Vanguard FTSE All-World ex-US Index Fund ETF Shares VEU	Mutual Funds, Mutual Fund	$1,000,001 - $5,000,000	Joint	2022	May 15, 2023
Vanguard Small-Cap Index Fund ETF Shares VB	Mutual Funds, Mutual Fund	$100,001 - $250,000	Spouse	2022	May 15, 2023
Vanguard Small-Cap Index Fund ETF Shares VB	Mutual Funds, Mutual Fund	$100,001 - $250,000	Joint	2022	May 15, 2023
UBS Pension Trust (9 items) Disclosed Asset	Trust, General Trust	-	Spouse	2022	May 15, 2023
UBS PSP Disclosed Asset	Trust, General Trust	-	Spouse	2022	May 15, 2023
UBS IRA (7 items) Disclosed Asset	Retirement Plans, IRA	-	Spouse	2022	May 15, 2023
UBS Hyliion Account Disclosed Asset	Brokerage/Managed Account	-	Spouse	2022	May 15, 2023
UBS (uninvested cash held by UBS) Disclosed Asset	Bank Deposit	$1,001 - $15,000	Spouse	2022	May 15, 2023
Truist Solid Choice Banking Disclosed Asset	Bank Deposit	$1,001 - $15,000	Spouse	2022	May 15, 2023
Truist Personal Savings Account Disclosed Asset	Bank Deposit	$1,001 - $15,000	Spouse	2022	May 15, 2023
Truist Business Money Market Performance (Firebird International LLC) Disclosed Asset	Bank Deposit	$1,001 - $15,000	Spouse	2022	May 15, 2023
Truist Business Checking (Firebird International LLC) Disclosed Asset	Bank Deposit	$50,001 - $100,000	Spouse	2022	May 15, 2023
Truist Advantage Money Market Account Disclosed Asset	Bank Deposit	$1,001 - $15,000	Joint	2022	May 15, 2023
T. Rowe Price Science and Technology Fund I Class TSNIX	Mutual Funds, Mutual Fund	$50,001 - $100,000	Spouse	2022	May 15, 2023
TGBAX-Templeton Global Bond Adv (NASDAQ) Disclosed Asset	Mutual Funds, Mutual Fund	$15,001 - $50,000	Spouse	2022	May 15, 2023
TGBAX-Templeton Global Bond Adv (NASDAQ) Disclosed Asset	Mutual Funds, Mutual Fund	$50,001 - $100,000	Spouse	2022	May 15, 2023
T. Rowe Price Blue Chip Growth Fund I Class TBCIX	Mutual Funds, Mutual Fund	$250,001 - $500,000	Spouse	2022	May 15, 2023
SPDR S&P 500 ETF Trust SPY	Mutual Funds, Exchange Traded Fund/Note	$50,001 - $100,000	Self	2022	May 15, 2023
BNY Mellon Sm/Md Cp Gr I SDSCX	Mutual Funds, Mutual Fund	$1,001 - $15,000	Spouse	2022	May 15, 2023
SCPB-SPDR Barclays Short Term Corp Bd ETF (NYSEArca) Disclosed Asset	Mutual Funds, Exchange Traded Fund/Note	$15,001 - $50,000	Self	2022	May 15, 2023
Republic Bank and Trust Disclosed Asset	Bank Deposit	$1,001 - $15,000	Self	2022	May 15, 2023
Real Property with Carriage House Rental Disclosed Asset	Real Estate, Residential	$1,000,001 - $5,000,000	Joint	2022	May 15, 2023
RSPYX-RS Partners Y (NASDAQ) Disclosed Asset	Mutual Funds, Mutual Fund	$50,001 - $100,000	Spouse	2022	May 15, 2023
T. Rowe Price Mid-Cap Growth Fund I Class RPTIX	Mutual Funds, Mutual Fund	$500,001 - $1,000,000	Spouse	2022	May 15, 2023
T. Rowe Price International Stock I PRIUX	Mutual Funds, Mutual Fund	$50,001 - $100,000	Spouse	2022	May 15, 2023
PGDPX - Principal Global Div Inc P (NASDAQ) PGDPX	Mutual Funds, Mutual Fund	$15,001 - $50,000	Spouse	2022	May 15, 2023
PEQPX-Principal Equity Income P (NASDAQ) Disclosed Asset	Mutual Funds, Mutual Fund	$50,001 - $100,000	Spouse	2022	May 15, 2023
Principal Equity Income Fund Institutional Class PEIIX	Mutual Funds, Mutual Fund	$50,001 - $100,000	Spouse	2022	May 15, 2023
T. Rowe Price Small-Cap Stock Fund I Class OTIIX	Mutual Funds, Mutual Fund	$100,001 - $250,000	Spouse	2022	May 15, 2023
Mitch IRA MLPA Disclosed Asset	Retirement Plans, IRA	-	Self	2022	May 15, 2023
MNNAX - Victory Munder Multi-Cap A Disclosed Asset	Trust, General Trust	$50,001 - $100,000	Self	2022	May 15, 2023
Kroger Restricted Stock Units Disclosed Asset	Other Securities	$100,001 - $250,000	Spouse	2022	May 15, 2023
The Kroger Co KR	Corporate Securities, Stock	$100,001 - $250,000	Spouse	2022	May 15, 2023
JHIGX - JHancock International Growth R2 Disclosed Asset	Mutual Funds, Mutual Fund	$15,001 - $50,000	Spouse	2022	May 15, 2023
JDVPX - JHancock Disciplined Value R2 Disclosed Asset	Mutual Funds, Mutual Fund	$50,001 - $100,000	Spouse	2022	May 15, 2023
IWM-iShares Russell 2000 Disclosed Asset	Mutual Funds, Exchange Traded Fund/Note	$15,001 - $50,000	Self	2022	May 15, 2023
Hyliion Restricted Stock Units Disclosed Asset	Other Securities	-	Spouse	2022	May 15, 2023
Hyliion Holdings Corp HYLN	Corporate Securities, Stock	$1,001 - $15,000	Spouse	2022	May 15, 2023
GFFFX-American Funds Growth Fund of Amer F2 (NASDAQ) Disclosed Asset	Mutual Funds, Mutual Fund	$50,001 - $100,000	Spouse	2022	May 15, 2023
GFFFX-American Funds Growth Fund of Amer F2 (NASDAQ) Disclosed Asset	Mutual Funds, Mutual Fund	$50,001 - $100,000	Spouse	2022	May 15, 2023
Fidelity Kroger Stock Account Disclosed Asset	Brokerage/Managed Account	-	Spouse	2022	May 15, 2023
Fidelity Embark Account Disclosed Asset	Brokerage/Managed Account	-	Spouse	2022	May 15, 2023
Fidelity Cash Account Disclosed Asset	Bank Deposit	$1,001 - $15,000	Spouse	2022	May 15, 2023
FEGIX-First Eagle Gold I (NASDAQ) Disclosed Asset	Mutual Funds, Mutual Fund	$15,001 - $50,000	Spouse	2022	May 15, 2023
FEGIX-First Eagle Gold I (NASDAQ) Disclosed Asset	Mutual Funds, Mutual Fund	$1,001 - $15,000	Spouse	2022	May 15, 2023
Embark Technology Restricted Stock Units Disclosed Asset	Other Securities	-	Spouse	2022	May 15, 2023
Embark Technology Options Disclosed Asset	Other Securities	-	Spouse	2022	May 15, 2023
Elaine L Chao Revocable Trust Disclosed Asset	Trust, General Trust	-	Spouse	2022	May 15, 2023
Embark Technology Inc EMBK	Corporate Securities, Stock	$1,001 - $15,000	Spouse	2022	May 15, 2023
E-Trade ChargePoint Account Disclosed Asset	Brokerage/Managed Account	-	Spouse	2022	May 15, 2023
DWS Capital Growth VIP (Variable Interest Portfolio) Fund Disclosed Asset	Mutual Funds, Mutual Fund	$250,001 - $500,000	Spouse	2022	May 15, 2023
DPFFX-Delaware Diversified Income Instl (NASDAQ) Disclosed Asset	Mutual Funds, Mutual Fund	$50,001 - $100,000	Spouse	2022	May 15, 2023
DPFFX-Delaware Diversified Income Instl (NASDAQ) Disclosed Asset	Mutual Funds, Mutual Fund	$15,001 - $50,000	Spouse	2022	May 15, 2023
ChargePoint Holdings RSUs Disclosed Asset	Other Securities	-	Spouse	2022	May 15, 2023
Chargepoint Holdings Inc CHPT	Corporate Securities, Stock	$50,001 - $100,000	Spouse	2022	May 15, 2023
Bank of America Disclosed Asset	Bank Deposit	$1,001 - $15,000	Self	2022	May 15, 2023
(Heritage Foundation Retirement) WIIBX - Segall Bryant & Hamill Plus Bond Fund Institutional Disclosed Asset	Mutual Funds, Mutual Fund	$1,001 - $15,000	Spouse	2022	May 15, 2023
(Heritage Foundation Retirement) VGSLX-Vanguard REIT Index Adm Disclosed Asset	Mutual Funds, Mutual Fund	$1,001 - $15,000	Spouse	2022	May 15, 2023
(Heritage Foundation Retirement) SWGXX - Schwab Government Money Fund Disclosed Asset	Mutual Funds, Mutual Fund	-	Spouse	2022	May 15, 2023
(Heritage Foundation Retirement) SLASX-Selected American Shares S Disclosed Asset	Mutual Funds, Mutual Fund	$15,001 - $50,000	Spouse	2022	May 15, 2023
(Heritage Foundation Retirement) RSEIX-Royce Special Equity Instl Disclosed Asset	Mutual Funds, Mutual Fund	$1,001 - $15,000	Spouse	2022	May 15, 2023
(Heritage Foundation Retirement) PRMSX-T. Rowe Price Emerging Markets Stock Disclosed Asset	Mutual Funds, Mutual Fund	$1,001 - $15,000	Spouse	2022	May 15, 2023
(Heritage Foundation Retirement) OAKMX-Oakmark I Disclosed Asset	Mutual Funds, Mutual Fund	$15,001 - $50,000	Spouse	2022	May 15, 2023
(Heritage Foundation Retirement) LSBDX-Loomis Sayles Bond Instl Disclosed Asset	Mutual Funds, Mutual Fund	$1,001 - $15,000	Spouse	2022	May 15, 2023
(Heritage Foundation Retirement) FAIRX-Fairholme Disclosed Asset	Mutual Funds, Mutual Fund	$15,001 - $50,000	Spouse	2022	May 15, 2023
(Heritage Foundation Retirement) BARAX-Baron Asset Retail Disclosed Asset	Mutual Funds, Mutual Fund	$15,001 - $50,000	Spouse	2022	May 15, 2023
(Heritage Foundation Retirement) ARTKX-Artisan International Value Investor Disclosed Asset	Mutual Funds, Mutual Fund	$15,001 - $50,000	Spouse	2022	May 15, 2023
(Heritage Foundation 403(b)) VTSAX - Vanguard Total Stock Market Index Fund Admiral Sha Disclosed Asset	Mutual Funds, Mutual Fund	$100,001 - $250,000	Spouse	2022	May 15, 2023
(Heritage Foundation 403(b)) VFIAX-Vanguard 500 Index Admiral Disclosed Asset	Mutual Funds, Mutual Fund	$15,001 - $50,000	Spouse	2022	May 15, 2023
(Heritage Foundation 403(b)) PREIX-T. Rowe Price Equity Index 500 (NASDAQ) Disclosed Asset	Mutual Funds, Mutual Fund	$100,001 - $250,000	Spouse	2022	May 15, 2023
Wells Fargo & Company WFC	Corporate Securities, Stock	$1,000,001 - $5,000,000	Spouse	2022	May 15, 2023
(Heritage Foundation Retirement) BARAX-Baron Asset Retail Disclosed Asset	Mutual Funds, Mutual Fund	$15,001 - $50,000	Spouse	2021	May 16, 2022
(Heritage Foundation Retirement) ARTKX-Artisan International Value Investor Disclosed Asset	Mutual Funds, Mutual Fund	$15,001 - $50,000	Spouse	2021	May 16, 2022
(Heritage Foundation 403(b)) VTSAX - Vanguard Total Stock Market Index Fund Admiral Sha Disclosed Asset	Mutual Funds, Mutual Fund	$100,001 - $250,000	Spouse	2021	May 16, 2022
(Heritage Foundation 403(b)) VFIAX-Vanguard 500 Index Admiral Disclosed Asset	Mutual Funds, Mutual Fund	$50,001 - $100,000	Spouse	2021	May 16, 2022
(Heritage Foundation 403(b)) PREIX-T. Rowe Price Equity Index 500 (NASDAQ) Disclosed Asset	Mutual Funds, Mutual Fund	$250,001 - $500,000	Spouse	2021	May 16, 2022
SunTrust Advantage Money Market Account Disclosed Asset	Bank Deposit	$1,001 - $15,000	Joint	2021	May 15, 2023
Real Property with Carriage House Rental Disclosed Asset	Real Estate, Residential	$1,000,001 - $5,000,000	Joint	2021	May 15, 2023
GFFFX-American Funds Growth Fund of Amer F2 (NASDAQ) Disclosed Asset	Mutual Funds, Mutual Fund	$100,001 - $250,000	Spouse	2021	May 15, 2023
GFFFX-American Funds Growth Fund of Amer F2 (NASDAQ) Disclosed Asset	Mutual Funds, Mutual Fund	$50,001 - $100,000	Spouse	2021	May 15, 2023
SunTrust Solid Choice Banking Disclosed Asset	Bank Deposit	$1,001 - $15,000	Spouse	2021	May 15, 2023
Fidelity Kroger Stock Account Disclosed Asset	Brokerage/Managed Account	-	Spouse	2021	May 15, 2023
RSPYX-RS Partners Y (NASDAQ) Disclosed Asset	Mutual Funds, Mutual Fund	$50,001 - $100,000	Spouse	2021	May 15, 2023
Suntrust Business Checking (Firebird International LLC) Disclosed Asset	Bank Deposit	$50,001 - $100,000	Spouse	2021	May 15, 2023
Fidelity Disclosed Asset	Bank Deposit	$1,001 - $15,000	Spouse	2021	May 15, 2023
RPMGX-T. Rowe Price Mid-Cap Growth (NASDAQ) Disclosed Asset	Mutual Funds, Mutual Fund	$500,001 - $1,000,000	Spouse	2021	May 15, 2023
PRSCX-T. Rowe Price Science & Tech (NASDAQ) Disclosed Asset	Mutual Funds, Mutual Fund	$50,001 - $100,000	Spouse	2021	May 15, 2023
FEGIX-First Eagle Gold I (NASDAQ) Disclosed Asset	Mutual Funds, Mutual Fund	$15,001 - $50,000	Spouse	2021	May 15, 2023
FEGIX-First Eagle Gold I (NASDAQ) Disclosed Asset	Mutual Funds, Mutual Fund	$1,001 - $15,000	Spouse	2021	May 15, 2023
Suntrust Business Money Market Performance (Firebird International LLC) Disclosed Asset	Bank Deposit	$15,001 - $50,000	Spouse	2021	May 15, 2023
PRITX-T. Rowe Price International Stock Fd (NASDAQ) Disclosed Asset	Mutual Funds, Mutual Fund	$100,001 - $250,000	Spouse	2021	May 15, 2023
Suntrust Personal Savings Account Disclosed Asset	Bank Deposit	$1,001 - $15,000	Spouse	2021	May 15, 2023
Elaine L Chao Revocable Trust Disclosed Asset	Trust, General Trust	-	Spouse	2021	May 15, 2023
PGDPX - Principal Global Div Inc P (NASDAQ) PGDPX	Mutual Funds, Mutual Fund	$15,001 - $50,000	Spouse	2021	May 15, 2023
Embark Technology Inc EMBK	Corporate Securities, Stock	$500,001 - $1,000,000	Spouse	2021	May 15, 2023
TGBAX-Templeton Global Bond Adv (NASDAQ) Disclosed Asset	Mutual Funds, Mutual Fund	$15,001 - $50,000	Spouse	2021	May 15, 2023
PEQPX-Principal Equity Income P (NASDAQ) Disclosed Asset	Mutual Funds, Mutual Fund	$100,001 - $250,000	Spouse	2021	May 15, 2023
DWS Capital Growth VIP (Variable Interest Portfolio) Fund Disclosed Asset	Mutual Funds, Mutual Fund	$250,001 - $500,000	Spouse	2021	May 15, 2023
TGBAX-Templeton Global Bond Adv (NASDAQ) Disclosed Asset	Mutual Funds, Mutual Fund	$15,001 - $50,000	Spouse	2021	May 15, 2023
Principal Equity Income Fund Institutional Class PEIIX	Mutual Funds, Mutual Fund	$50,001 - $100,000	Spouse	2021	May 15, 2023
BNY Mellon Sm/Md Cp Gr I SDSCX	Mutual Funds, Mutual Fund	$15,001 - $50,000	Spouse	2021	May 15, 2023
DPFFX-Delaware Diversified Income Instl (NASDAQ) Disclosed Asset	Mutual Funds, Mutual Fund	$50,001 - $100,000	Spouse	2021	May 15, 2023
DPFFX-Delaware Diversified Income Instl (NASDAQ) Disclosed Asset	Mutual Funds, Mutual Fund	$15,001 - $50,000	Spouse	2021	May 15, 2023
TRBCX-T. Rowe Price Blue Chip Growth (NASDAQ) Disclosed Asset	Mutual Funds, Mutual Fund	$500,001 - $1,000,000	Spouse	2021	May 15, 2023
OTCFX-T. Rowe Price Small-Cap Stock (NASDAQ) Disclosed Asset	Mutual Funds, Mutual Fund	$100,001 - $250,000	Spouse	2021	May 15, 2023
UBS (uninvested cash held by UBS) Disclosed Asset	Bank Deposit	$1,001 - $15,000	Spouse	2021	May 15, 2023
Bank of America Disclosed Asset	Bank Deposit	$1,001 - $15,000	Self	2021	May 15, 2023
Vanguard Total International Bond Index Fund ETF Shares BNDX	Mutual Funds, Mutual Fund	$500,001 - $1,000,000	Spouse	2021	May 15, 2023
Vanguard Total Bond Market Index Fund ETF Shares BND	Mutual Funds, Mutual Fund	$1,000,001 - $5,000,000	Spouse	2021	May 15, 2023
A. Mitchell McConnell, Jr. Revocable Trust Disclosed Asset	Trust, General Trust	-	Self	2021	May 15, 2023
Mitch IRA MLPA Disclosed Asset	Retirement Plans, IRA	-	Self	2021	May 15, 2023
(Heritage Foundation Retirement) WIIBX - Segall Bryant & Hamill Plus Bond Fund Institutional Disclosed Asset	Mutual Funds, Mutual Fund	$1,001 - $15,000	Spouse	2021	May 15, 2023
Merrill Lynch Disclosed Asset	Bank Deposit	$15,001 - $50,000	Self	2021	May 15, 2023
(Heritage Foundation Retirement) VGSLX-Vanguard REIT Index Adm Disclosed Asset	Mutual Funds, Mutual Fund	$1,001 - $15,000	Spouse	2021	May 15, 2023
UBS (uninvested cash held by UBS) Disclosed Asset	Bank Deposit	-	Spouse	2021	May 15, 2023
(Heritage Foundation Retirement) SWGXX - Schwab Government Money Fund Disclosed Asset	Mutual Funds, Mutual Fund	-	Spouse	2021	May 15, 2023
MNNAX - Victory Munder Multi-Cap A Disclosed Asset	Trust, General Trust	$50,001 - $100,000	Self	2021	May 15, 2023
(Heritage Foundation Retirement) SLASX-Selected American Shares S Disclosed Asset	Mutual Funds, Mutual Fund	$15,001 - $50,000	Spouse	2021	May 15, 2023
Vanguard Short-Term Investment-Grade Fund Admiral Shares VFSUX	Mutual Funds, Mutual Fund	$500,001 - $1,000,000	Spouse	2021	May 15, 2023
VGIAX-Vanguard Growth & Income Adm (NASDAQ) Disclosed Asset	Mutual Funds, Mutual Fund	$500,001 - $1,000,000	Spouse	2021	May 15, 2023
VHCAX-Vanguard Capital Opportunity Adm (NASDAQ) Disclosed Asset	Trust, General Trust	$500,001 - $1,000,000	Self	2021	May 15, 2023
Vanguard Limited-Term Tax-Exempt Fund Admiral Shares VMLUX	Mutual Funds, Mutual Fund	$250,001 - $500,000	Joint	2021	May 15, 2023
Vanguard Limited-Term Tax-Exempt Fund Admiral Shares VMLUX	Mutual Funds, Mutual Fund	$100,001 - $250,000	Spouse	2021	May 15, 2023
VMMXX-Vanguard Money Market Reserves (NASDAQ) Disclosed Asset	Mutual Funds, Mutual Fund	$15,001 - $50,000	Joint	2021	May 15, 2023
VO-Vanguard Mid-Cap ETF Disclosed Asset	Mutual Funds, Exchange Traded Fund/Note	$50,001 - $100,000	Self	2021	May 15, 2023
Vanguard S&P 500 ETF VOO	Mutual Funds, Mutual Fund	$5,000,001 - $25,000,000	Joint	2021	May 15, 2023
Vanguard S&P 500 ETF VOO	Mutual Funds, Mutual Fund	$1,000,001 - $5,000,000	Spouse	2021	May 15, 2023
VSIAX-Vanguard Small Cap Value Index Admiral (NASDAQ) Disclosed Asset	Trust, General Trust	$500,001 - $1,000,000	Self	2021	May 15, 2023
Vanguard Intermediate-Term Tax-Exempt Fund Admiral Shares VWIUX	Mutual Funds, Mutual Fund	$500,001 - $1,000,000	Joint	2021	May 15, 2023
Vanguard Intermediate-Term Tax-Exempt Fund Admiral Shares VWIUX	Mutual Funds, Mutual Fund	$100,001 - $250,000	Spouse	2021	May 15, 2023
Vanguard Long-Term Tax-Exempt Fund Admiral Shares VWLUX	Mutual Funds, Mutual Fund	$100,001 - $250,000	Joint	2021	May 15, 2023
Vanguard Long-Term Tax-Exempt Fund Admiral Shares VWLUX	Mutual Funds, Mutual Fund	$50,001 - $100,000	Spouse	2021	May 15, 2023
Vanguard Extended Market Index Fund ETF Shares VXF	Mutual Funds, Mutual Fund	$250,001 - $500,000	Joint	2021	May 15, 2023
Vanguard Total International Stock Index Fund ETF Shares VXUS	Mutual Funds, Mutual Fund	$1,000,001 - $5,000,000	Joint	2021	May 15, 2023
Vanguard Total International Stock Index Fund ETF Shares VXUS	Mutual Funds, Mutual Fund	$100,001 - $250,000	Spouse	2021	May 15, 2023
Vanguard 529 College Savings Plan Disclosed Asset	Education Savings Plans, 529 College Savings Plan	-	Self	2021	May 15, 2023
Vanguard 529 College Savings Plan Disclosed Asset	Education Savings Plans, 529 College Savings Plan	-	Self	2021	May 15, 2023
Vanguard Federal Money Market Fund Disclosed Asset	Mutual Funds, Mutual Fund	$50,001 - $100,000	Spouse	2021	May 15, 2023
Vanguard IRA Account Disclosed Asset	Retirement Plans, IRA	-	Spouse	2021	May 15, 2023
Vanguard Target Enrollment 2032/2033 Portfolio Disclosed Asset	Mutual Funds, Mutual Fund	$100,001 - $250,000	Self	2021	May 15, 2023
Vanguard Target Enrollment 2032/2033 Portfolio Disclosed Asset	Mutual Funds, Mutual Fund	$100,001 - $250,000	Self	2021	May 15, 2023
WGIFX-American Funds Capital World Gr&Inc F2 (NASDAQ) Disclosed Asset	Mutual Funds, Mutual Fund	$15,001 - $50,000	Spouse	2021	May 15, 2023
WGIFX-American Funds Capital World Gr&Inc F2 (NASDAQ) Disclosed Asset	Mutual Funds, Mutual Fund	$50,001 - $100,000	Spouse	2021	May 15, 2023
JHIGX - JHancock International Growth R2 Disclosed Asset	Mutual Funds, Mutual Fund	$15,001 - $50,000	Spouse	2021	May 16, 2022
The Kroger Co KR	Corporate Securities, Stock	$100,001 - $250,000	Spouse	2021	May 16, 2022
MNNAX - Victory Munder Multi-Cap A Disclosed Asset	Trust, General Trust	$50,001 - $100,000	Self	2021	May 16, 2022
Merrill Lynch Disclosed Asset	Bank Deposit	$15,001 - $50,000	Self	2021	May 16, 2022
Mitch IRA MLPA Disclosed Asset	Retirement Plans, IRA	-	Self	2021	May 16, 2022
OTCFX-T. Rowe Price Small-Cap Stock (NASDAQ) Disclosed Asset	Mutual Funds, Mutual Fund	$100,001 - $250,000	Spouse	2021	May 16, 2022
Principal Equity Income Fund Institutional Class PEIIX	Mutual Funds, Mutual Fund	$50,001 - $100,000	Spouse	2021	May 16, 2022
PEQPX-Principal Equity Income P (NASDAQ) Disclosed Asset	Mutual Funds, Mutual Fund	$100,001 - $250,000	Spouse	2021	May 16, 2022
UBS IRA (7 items) Disclosed Asset	Retirement Plans, IRA	-	Spouse	2021	May 15, 2023
(Heritage Foundation Retirement) RSEIX-Royce Special Equity Instl Disclosed Asset	Mutual Funds, Mutual Fund	$1,001 - $15,000	Spouse	2021	May 15, 2023
UBS PSP Disclosed Asset	Trust, General Trust	-	Spouse	2021	May 15, 2023
(Heritage Foundation Retirement) PRMSX-T. Rowe Price Emerging Markets Stock Disclosed Asset	Mutual Funds, Mutual Fund	$1,001 - $15,000	Spouse	2021	May 15, 2023
The Kroger Co KR	Corporate Securities, Stock	$100,001 - $250,000	Spouse	2021	May 15, 2023
(Heritage Foundation Retirement) OAKMX-Oakmark I Disclosed Asset	Mutual Funds, Mutual Fund	$15,001 - $50,000	Spouse	2021	May 15, 2023
UBS Pension Trust (9 items) Disclosed Asset	Trust, General Trust	-	Spouse	2021	May 15, 2023
(Heritage Foundation Retirement) LSBDX-Loomis Sayles Bond Instl Disclosed Asset	Mutual Funds, Mutual Fund	$1,001 - $15,000	Spouse	2021	May 15, 2023
JHIGX - JHancock International Growth R2 Disclosed Asset	Mutual Funds, Mutual Fund	$15,001 - $50,000	Spouse	2021	May 15, 2023
(Heritage Foundation Retirement) FAIRX-Fairholme Disclosed Asset	Mutual Funds, Mutual Fund	$15,001 - $50,000	Spouse	2021	May 15, 2023
SPDR S&P 500 ETF Trust SPY	Mutual Funds, Exchange Traded Fund/Note	$50,001 - $100,000	Self	2021	May 15, 2023
(Heritage Foundation Retirement) BARAX-Baron Asset Retail Disclosed Asset	Mutual Funds, Mutual Fund	$15,001 - $50,000	Spouse	2021	May 15, 2023
JDVPX - JHancock Disciplined Value R2 Disclosed Asset	Mutual Funds, Mutual Fund	$50,001 - $100,000	Spouse	2021	May 15, 2023
(Heritage Foundation Retirement) ARTKX-Artisan International Value Investor Disclosed Asset	Mutual Funds, Mutual Fund	$15,001 - $50,000	Spouse	2021	May 15, 2023
SCPB-SPDR Barclays Short Term Corp Bd ETF (NYSEArca) Disclosed Asset	Mutual Funds, Exchange Traded Fund/Note	$15,001 - $50,000	Self	2021	May 15, 2023
(Heritage Foundation 403(b)) VTSAX - Vanguard Total Stock Market Index Fund Admiral Sha Disclosed Asset	Mutual Funds, Mutual Fund	$100,001 - $250,000	Spouse	2021	May 15, 2023
IWM-iShares Russell 2000 Disclosed Asset	Mutual Funds, Exchange Traded Fund/Note	$50,001 - $100,000	Self	2021	May 15, 2023
(Heritage Foundation 403(b)) VFIAX-Vanguard 500 Index Admiral Disclosed Asset	Mutual Funds, Mutual Fund	$50,001 - $100,000	Spouse	2021	May 15, 2023
Scottrade Disclosed Asset	Bank Deposit	-	Spouse	2021	May 15, 2023
(Heritage Foundation 403(b)) PREIX-T. Rowe Price Equity Index 500 (NASDAQ) Disclosed Asset	Mutual Funds, Mutual Fund	$250,001 - $500,000	Spouse	2021	May 15, 2023
WGIFX-American Funds Capital World Gr&Inc F2 (NASDAQ) Disclosed Asset	Mutual Funds, Mutual Fund	$50,001 - $100,000	Spouse	2021	May 16, 2022
WGIFX-American Funds Capital World Gr&Inc F2 (NASDAQ) Disclosed Asset	Mutual Funds, Mutual Fund	$15,001 - $50,000	Spouse	2021	May 16, 2022
Vanguard Target Enrollment 2032/2033 Portfolio Disclosed Asset	Mutual Funds, Mutual Fund	$100,001 - $250,000	Self	2021	May 16, 2022
Vanguard Target Enrollment 2032/2033 Portfolio Disclosed Asset	Mutual Funds, Mutual Fund	$100,001 - $250,000	Self	2021	May 16, 2022
Vanguard IRA Account Disclosed Asset	Retirement Plans, IRA	-	Spouse	2021	May 16, 2022
Vanguard Federal Money Market Fund Disclosed Asset	Mutual Funds, Mutual Fund	$50,001 - $100,000	Spouse	2021	May 16, 2022
Vanguard 529 College Savings Plan Disclosed Asset	Education Savings Plans, 529 College Savings Plan	-	Self	2021	May 16, 2022
Vanguard 529 College Savings Plan Disclosed Asset	Education Savings Plans, 529 College Savings Plan	-	Self	2021	May 16, 2022
Vanguard Total International Stock Index Fund ETF Shares VXUS	Mutual Funds, Mutual Fund	$100,001 - $250,000	Spouse	2021	May 16, 2022
Vanguard Total International Stock Index Fund ETF Shares VXUS	Mutual Funds, Mutual Fund	$1,000,001 - $5,000,000	Joint	2021	May 16, 2022
Vanguard Extended Market Index Fund ETF Shares VXF	Mutual Funds, Mutual Fund	$250,001 - $500,000	Joint	2021	May 16, 2022
Vanguard Long-Term Tax-Exempt Fund Admiral Shares VWLUX	Mutual Funds, Mutual Fund	$50,001 - $100,000	Spouse	2021	May 16, 2022
Vanguard Long-Term Tax-Exempt Fund Admiral Shares VWLUX	Mutual Funds, Mutual Fund	$100,001 - $250,000	Joint	2021	May 16, 2022
Vanguard Intermediate-Term Tax-Exempt Fund Admiral Shares VWIUX	Mutual Funds, Mutual Fund	$100,001 - $250,000	Spouse	2021	May 16, 2022
Vanguard Intermediate-Term Tax-Exempt Fund Admiral Shares VWIUX	Mutual Funds, Mutual Fund	$500,001 - $1,000,000	Joint	2021	May 16, 2022
VSIAX-Vanguard Small Cap Value Index Admiral (NASDAQ) Disclosed Asset	Trust, General Trust	$500,001 - $1,000,000	Self	2021	May 16, 2022
Vanguard S&P 500 ETF VOO	Mutual Funds, Mutual Fund	$1,000,001 - $5,000,000	Spouse	2021	May 16, 2022
Vanguard S&P 500 ETF VOO	Mutual Funds, Mutual Fund	$5,000,001 - $25,000,000	Joint	2021	May 16, 2022
VO-Vanguard Mid-Cap ETF Disclosed Asset	Mutual Funds, Exchange Traded Fund/Note	$50,001 - $100,000	Self	2021	May 16, 2022
VMMXX-Vanguard Money Market Reserves (NASDAQ) Disclosed Asset	Mutual Funds, Mutual Fund	$15,001 - $50,000	Joint	2021	May 16, 2022
Vanguard Limited-Term Tax-Exempt Fund Admiral Shares VMLUX	Mutual Funds, Mutual Fund	$100,001 - $250,000	Spouse	2021	May 16, 2022
Vanguard Limited-Term Tax-Exempt Fund Admiral Shares VMLUX	Mutual Funds, Mutual Fund	$250,001 - $500,000	Joint	2021	May 16, 2022
VHCAX-Vanguard Capital Opportunity Adm (NASDAQ) Disclosed Asset	Trust, General Trust	$500,001 - $1,000,000	Self	2021	May 16, 2022
VGIAX-Vanguard Growth & Income Adm (NASDAQ) Disclosed Asset	Mutual Funds, Mutual Fund	$500,001 - $1,000,000	Spouse	2021	May 16, 2022
Vanguard Short-Term Investment-Grade Fund Admiral Shares VFSUX	Mutual Funds, Mutual Fund	$500,001 - $1,000,000	Spouse	2021	May 16, 2022
Vanguard Intermediate-Term Investment-Grade Fund Admiral Shares VFIDX	Mutual Funds, Mutual Fund	$500,001 - $1,000,000	Spouse	2021	May 16, 2022
VFIAX-Vanguard 500 Index Admiral (NASDAQ) Disclosed Asset	Trust, General Trust	$500,001 - $1,000,000	Self	2021	May 16, 2022
Vanguard Short-Term Corporate Bond Index Fund ETF Shares VCSH	Mutual Funds, Exchange Traded Fund/Note	$15,001 - $50,000	Self	2021	May 16, 2022
UBS Pension Trust (9 items) Disclosed Asset	Trust, General Trust	-	Spouse	2021	May 16, 2022
UBS PSP Disclosed Asset	Trust, General Trust	-	Spouse	2021	May 16, 2022
UBS IRA (7 items) Disclosed Asset	Retirement Plans, IRA	-	Spouse	2021	May 16, 2022
UBS (uninvested cash held by UBS) Disclosed Asset	Bank Deposit	-	Spouse	2021	May 16, 2022
UBS (uninvested cash held by UBS) Disclosed Asset	Bank Deposit	$1,001 - $15,000	Spouse	2021	May 16, 2022
TRBCX-T. Rowe Price Blue Chip Growth (NASDAQ) Disclosed Asset	Mutual Funds, Mutual Fund	$500,001 - $1,000,000	Spouse	2021	May 16, 2022
TGBAX-Templeton Global Bond Adv (NASDAQ) Disclosed Asset	Mutual Funds, Mutual Fund	$15,001 - $50,000	Spouse	2021	May 16, 2022
TGBAX-Templeton Global Bond Adv (NASDAQ) Disclosed Asset	Mutual Funds, Mutual Fund	$1,001 - $15,000	Spouse	2021	May 16, 2022
Suntrust Personal Savings Account Disclosed Asset	Bank Deposit	$1,001 - $15,000	Spouse	2021	May 16, 2022
Suntrust Business Money Market Performance (Firebird International LLC) Disclosed Asset	Bank Deposit	$15,001 - $50,000	Spouse	2021	May 16, 2022
Suntrust Business Checking (Firebird International LLC) Disclosed Asset	Bank Deposit	$50,001 - $100,000	Spouse	2021	May 16, 2022
SunTrust Solid Choice Banking Disclosed Asset	Bank Deposit	$1,001 - $15,000	Spouse	2021	May 16, 2022
SunTrust Advantage Money Market Account Disclosed Asset	Bank Deposit	$1,001 - $15,000	Joint	2021	May 16, 2022
Scottrade Disclosed Asset	Bank Deposit	-	Spouse	2021	May 16, 2022
SPDR S&P 500 ETF Trust SPY	Mutual Funds, Exchange Traded Fund/Note	$50,001 - $100,000	Self	2021	May 16, 2022
BNY Mellon Sm/Md Cp Gr I SDSCX	Mutual Funds, Mutual Fund	$15,001 - $50,000	Spouse	2021	May 16, 2022
SCPB-SPDR Barclays Short Term Corp Bd ETF (NYSEArca) Disclosed Asset	Mutual Funds, Exchange Traded Fund/Note	$15,001 - $50,000	Self	2021	May 16, 2022
Republic Bank and Trust Disclosed Asset	Bank Deposit	$1,001 - $15,000	Self	2021	May 16, 2022
Real Property with Carriage House Rental Disclosed Asset	Real Estate, Residential	$1,000,001 - $5,000,000	Joint	2021	May 16, 2022
RSPYX-RS Partners Y (NASDAQ) Disclosed Asset	Mutual Funds, Mutual Fund	$50,001 - $100,000	Spouse	2021	May 16, 2022
RPMGX-T. Rowe Price Mid-Cap Growth (NASDAQ) Disclosed Asset	Mutual Funds, Mutual Fund	$500,001 - $1,000,000	Spouse	2021	May 16, 2022
PRSCX-T. Rowe Price Science & Tech (NASDAQ) Disclosed Asset	Mutual Funds, Mutual Fund	$50,001 - $100,000	Spouse	2021	May 16, 2022
PRITX-T. Rowe Price International Stock Fd (NASDAQ) Disclosed Asset	Mutual Funds, Mutual Fund	$100,001 - $250,000	Spouse	2021	May 16, 2022
PGDPX - Principal Global Div Inc P (NASDAQ) PGDPX	Mutual Funds, Mutual Fund	$15,001 - $50,000	Spouse	2021	May 16, 2022
Vanguard Short-Term Corporate Bond Index Fund ETF Shares VCSH	Mutual Funds, Exchange Traded Fund/Note	$15,001 - $50,000	Self	2021	May 15, 2023
VFIAX-Vanguard 500 Index Admiral (NASDAQ) Disclosed Asset	Trust, General Trust	$500,001 - $1,000,000	Self	2021	May 15, 2023
Wells Fargo & Company WFC	Corporate Securities, Stock	$1,000,001 - $5,000,000	Spouse	2021	May 16, 2022
HYLN - Hyliion Holdings Corp. Restricted Stock Units (a) Disclosed Asset	Other Securities	-	Spouse	2021	May 15, 2023
Vanguard Intermediate-Term Investment-Grade Fund Admiral Shares VFIDX	Mutual Funds, Mutual Fund	$500,001 - $1,000,000	Spouse	2021	May 15, 2023
Wells Fargo & Company WFC	Corporate Securities, Stock	$1,000,001 - $5,000,000	Spouse	2021	May 15, 2023
Republic Bank and Trust Disclosed Asset	Bank Deposit	$1,001 - $15,000	Self	2021	May 15, 2023
JDVPX - JHancock Disciplined Value R2 Disclosed Asset	Mutual Funds, Mutual Fund	$50,001 - $100,000	Spouse	2021	May 16, 2022
IWM-iShares Russell 2000 Disclosed Asset	Mutual Funds, Exchange Traded Fund/Note	$50,001 - $100,000	Self	2021	May 16, 2022
HYLN - Hyliion Holdings Corp. Restricted Stock Units (a) Disclosed Asset	Other Securities	-	Spouse	2021	May 16, 2022
GFFFX-American Funds Growth Fund of Amer F2 (NASDAQ) Disclosed Asset	Mutual Funds, Mutual Fund	$100,001 - $250,000	Spouse	2021	May 16, 2022
GFFFX-American Funds Growth Fund of Amer F2 (NASDAQ) Disclosed Asset	Mutual Funds, Mutual Fund	$50,001 - $100,000	Spouse	2021	May 16, 2022
Fidelity Kroger Stock Account Disclosed Asset	Brokerage/Managed Account	-	Spouse	2021	May 16, 2022
Fidelity Disclosed Asset	Bank Deposit	$1,001 - $15,000	Spouse	2021	May 16, 2022
FEGIX-First Eagle Gold I (NASDAQ) Disclosed Asset	Mutual Funds, Mutual Fund	$15,001 - $50,000	Spouse	2021	May 16, 2022
FEGIX-First Eagle Gold I (NASDAQ) Disclosed Asset	Mutual Funds, Mutual Fund	$1,001 - $15,000	Spouse	2021	May 16, 2022
Elaine L Chao Revocable Trust Disclosed Asset	Trust, General Trust	-	Spouse	2021	May 16, 2022
Embark Technology Inc EMBK	Corporate Securities, Stock	$500,001 - $1,000,000	Spouse	2021	May 16, 2022
DWS Capital Growth VIP (Variable Interest Portfolio) Fund Disclosed Asset	Mutual Funds, Mutual Fund	$250,001 - $500,000	Spouse	2021	May 16, 2022
DPFFX-Delaware Diversified Income Instl (NASDAQ) Disclosed Asset	Mutual Funds, Mutual Fund	$50,001 - $100,000	Spouse	2021	May 16, 2022
DPFFX-Delaware Diversified Income Instl (NASDAQ) Disclosed Asset	Mutual Funds, Mutual Fund	$15,001 - $50,000	Spouse	2021	May 16, 2022
Bank of America Disclosed Asset	Bank Deposit	$1,001 - $15,000	Self	2021	May 16, 2022
Vanguard Total International Bond Index Fund ETF Shares BNDX	Mutual Funds, Mutual Fund	$500,001 - $1,000,000	Spouse	2021	May 16, 2022
Vanguard Total Bond Market Index Fund ETF Shares BND	Mutual Funds, Mutual Fund	$1,000,001 - $5,000,000	Spouse	2021	May 16, 2022
A. Mitchell McConnell, Jr. Revocable Trust Disclosed Asset	Trust, General Trust	-	Self	2021	May 16, 2022
(Heritage Foundation Retirement) WIIBX - Segall Bryant & Hamill Plus Bond Fund Institutional Disclosed Asset	Mutual Funds, Mutual Fund	$1,001 - $15,000	Spouse	2021	May 16, 2022
(Heritage Foundation Retirement) VGSLX-Vanguard REIT Index Adm Disclosed Asset	Mutual Funds, Mutual Fund	$1,001 - $15,000	Spouse	2021	May 16, 2022
(Heritage Foundation Retirement) SWGXX - Schwab Government Money Fund Disclosed Asset	Mutual Funds, Mutual Fund	-	Spouse	2021	May 16, 2022
(Heritage Foundation Retirement) SLASX-Selected American Shares S Disclosed Asset	Mutual Funds, Mutual Fund	$15,001 - $50,000	Spouse	2021	May 16, 2022
(Heritage Foundation Retirement) RSEIX-Royce Special Equity Instl Disclosed Asset	Mutual Funds, Mutual Fund	$1,001 - $15,000	Spouse	2021	May 16, 2022
(Heritage Foundation Retirement) PRMSX-T. Rowe Price Emerging Markets Stock Disclosed Asset	Mutual Funds, Mutual Fund	$1,001 - $15,000	Spouse	2021	May 16, 2022
(Heritage Foundation Retirement) OAKMX-Oakmark I Disclosed Asset	Mutual Funds, Mutual Fund	$15,001 - $50,000	Spouse	2021	May 16, 2022
(Heritage Foundation Retirement) LSBDX-Loomis Sayles Bond Instl Disclosed Asset	Mutual Funds, Mutual Fund	$1,001 - $15,000	Spouse	2021	May 16, 2022
(Heritage Foundation Retirement) FAIRX-Fairholme Disclosed Asset	Mutual Funds, Mutual Fund	$15,001 - $50,000	Spouse	2021	May 16, 2022
TRBCX-T. Rowe Price Blue Chip Growth (NASDAQ) Disclosed Asset	Mutual Funds, Mutual Fund	$250,001 - $500,000	Spouse	2020	May 17, 2021
(Heritage Foundation 403(b)) PREIX-T. Rowe Price Equity Index 500 (NASDAQ) Disclosed Asset	Mutual Funds, Mutual Fund	$100,001 - $250,000	Spouse	2020	May 17, 2021
(Heritage Foundation 403(b)) SWGXX - Schwab Government Money Fund - Disclosed Asset	Mutual Funds, Mutual Fund	-	Spouse	2020	May 17, 2021
(Heritage Foundation 403(b)) VFIAX-Vanguard 500 Index Admiral Disclosed Asset	Mutual Funds, Mutual Fund	$15,001 - $50,000	Spouse	2020	May 17, 2021
(Heritage Foundation 403(b)) VTSAX - Vanguard Total Stock Market Index Fund Admiral Sha Disclosed Asset	Mutual Funds, Mutual Fund	$100,001 - $250,000	Spouse	2020	May 17, 2021
(Heritage Foundation Retirement) ARTKX-Artisan International Value Investor Disclosed Asset	Mutual Funds, Mutual Fund	$15,001 - $50,000	Spouse	2020	May 17, 2021
(Heritage Foundation Retirement) BARAX-Baron Asset Retail Disclosed Asset	Mutual Funds, Mutual Fund	$15,001 - $50,000	Spouse	2020	May 17, 2021
(Heritage Foundation Retirement) FAIRX-Fairholme Disclosed Asset	Mutual Funds, Mutual Fund	$15,001 - $50,000	Spouse	2020	May 17, 2021
(Heritage Foundation Retirement) LSBDX-Loomis Sayles Bond Instl Disclosed Asset	Mutual Funds, Mutual Fund	$1,001 - $15,000	Spouse	2020	May 17, 2021
(Heritage Foundation Retirement) OAKMX-Oakmark I Disclosed Asset	Mutual Funds, Mutual Fund	$15,001 - $50,000	Spouse	2020	May 17, 2021
(Heritage Foundation Retirement) PRMSX-T. Rowe Price Emerging Markets Stock Disclosed Asset	Mutual Funds, Mutual Fund	$1,001 - $15,000	Spouse	2020	May 17, 2021
(Heritage Foundation Retirement) RSEIX-Royce Special Equity Instl Disclosed Asset	Mutual Funds, Mutual Fund	$1,001 - $15,000	Spouse	2020	May 17, 2021
(Heritage Foundation Retirement) SLASX-Selected American Shares S Disclosed Asset	Mutual Funds, Mutual Fund	$15,001 - $50,000	Spouse	2020	May 17, 2021
(Heritage Foundation Retirement) SWGXX - Schwab Government Money Fund Disclosed Asset	Mutual Funds, Mutual Fund	-	Spouse	2020	May 17, 2021
(Heritage Foundation Retirement) VGSLX-Vanguard REIT Index Adm Disclosed Asset	Mutual Funds, Mutual Fund	$1,001 - $15,000	Spouse	2020	May 17, 2021
(Heritage Foundation Retirement) WIIBX - Segall Bryant & Hamill Plus Bond Fund Institutional Disclosed Asset	Mutual Funds, Mutual Fund	$1,001 - $15,000	Spouse	2020	May 17, 2021
(IRA) VFIAX - Vanguard 500 Index Fund Admiral Shares Disclosed Asset	Mutual Funds, Mutual Fund	$1,000,001 - $5,000,000	Spouse	2020	May 17, 2021
(IRA) VUSXX - Vanguard Treasury Money Market Disclosed Asset	Mutual Funds, Mutual Fund	$1,000,001 - $5,000,000	Spouse	2020	May 17, 2021
(Retirement) Deutsch VSI Capital Growth - Mutual of America Disclosed Asset	Mutual Funds, Mutual Fund	$250,001 - $500,000	Spouse	2020	May 17, 2021
A. Mitchell McConnell, Jr. Revocable Trust Disclosed Asset	Trust, General Trust	-	Self	2020	May 17, 2021
AMCP Security Holdings, LP, capital account Disclosed Asset	Other Securities	-	Spouse	2020	May 17, 2021
Bank of America Disclosed Asset	Bank Deposit	$1,001 - $15,000	Self	2020	May 17, 2021
DPFFX-Delaware Diversified Income Instl (NASDAQ) Disclosed Asset	Mutual Funds, Mutual Fund	$15,001 - $50,000	Spouse	2020	May 17, 2021
DPFFX-Delaware Diversified Income Instl (NASDAQ) Disclosed Asset	Mutual Funds, Mutual Fund	$50,001 - $100,000	Spouse	2020	May 17, 2021
Elaine L Chao Revocable Trust Disclosed Asset	Trust, General Trust	-	Spouse	2020	May 17, 2021
FEGIX-First Eagle Gold I (NASDAQ) Disclosed Asset	Mutual Funds, Mutual Fund	$1,001 - $15,000	Spouse	2020	May 17, 2021
FEGIX-First Eagle Gold I (NASDAQ) Disclosed Asset	Mutual Funds, Mutual Fund	$15,001 - $50,000	Spouse	2020	May 17, 2021
GFFFX-American Funds Growth Fund of Amer F2 (NASDAQ) Disclosed Asset	Mutual Funds, Mutual Fund	$15,001 - $50,000	Spouse	2020	May 17, 2021
GFFFX-American Funds Growth Fund of Amer F2 (NASDAQ) Disclosed Asset	Mutual Funds, Mutual Fund	$100,001 - $250,000	Spouse	2020	May 17, 2021
IWM-iShares Russell 2000 Disclosed Asset	Mutual Funds, Exchange Traded Fund/Note	$50,001 - $100,000	Self	2020	May 17, 2021
JDVPX - JHancock Disciplined Value R2 Disclosed Asset	Mutual Funds, Mutual Fund	$15,001 - $50,000	Spouse	2020	May 17, 2021
JHIGX - JHancock International Growth R2 Disclosed Asset	Mutual Funds, Mutual Fund	$15,001 - $50,000	Spouse	2020	May 17, 2021
MNNAX - Victory Munder Multi-Cap A Disclosed Asset	Trust, General Trust	$50,001 - $100,000	Self	2020	May 17, 2021
Merrill Lynch Disclosed Asset	Bank Deposit	$15,001 - $50,000	Self	2020	May 17, 2021
Mitch IRA MLPA Disclosed Asset	Retirement Plans, IRA	-	Self	2020	May 17, 2021
OTCFX-T. Rowe Price Small-Cap Stock (NASDAQ) Disclosed Asset	Mutual Funds, Mutual Fund	$100,001 - $250,000	Spouse	2020	May 17, 2021
PEQPX-Principal Equity Income P (NASDAQ) Disclosed Asset	Mutual Funds, Mutual Fund	$15,001 - $50,000	Spouse	2020	May 17, 2021
Wells Fargo & Company WFC	Corporate Securities, Stock	$500,001 - $1,000,000	Spouse	2020	May 17, 2021
PEQPX-Principal Equity Income P (NASDAQ) Disclosed Asset	Mutual Funds, Mutual Fund	$50,001 - $100,000	Spouse	2020	May 17, 2021
Wells Fargo & Company/phantom stock (Director Deferred Compensation) Disclosed Asset	Deferred Compensation	$15,001 - $50,000	Spouse	2020	May 17, 2021
WGIFX-American Funds Capital World Gr&Inc F2 (NASDAQ) Disclosed Asset	Mutual Funds, Mutual Fund	$50,001 - $100,000	Spouse	2020	May 17, 2021
WGIFX-American Funds Capital World Gr&Inc F2 (NASDAQ) Disclosed Asset	Mutual Funds, Mutual Fund	$15,001 - $50,000	Spouse	2020	May 17, 2021
Vanguard Target Enrollment 2032/2033 Portfolio Disclosed Asset	Mutual Funds, Mutual Fund	$100,001 - $250,000	Self	2020	May 17, 2021
Vanguard Target Enrollment 2032/2033 Portfolio Disclosed Asset	Mutual Funds, Mutual Fund	$100,001 - $250,000	Self	2020	May 17, 2021
Vanguard IRA Account Disclosed Asset	Retirement Plans, IRA	-	Spouse	2020	May 17, 2021
Vanguard 529 College Savings Plan Disclosed Asset	Education Savings Plans, 529 College Savings Plan	-	Self	2020	May 17, 2021
Vanguard 529 College Savings Plan Disclosed Asset	Education Savings Plans, 529 College Savings Plan	-	Self	2020	May 17, 2021
VSIAX-Vanguard Small Cap Value Index Admiral (NASDAQ) Disclosed Asset	Trust, General Trust	$500,001 - $1,000,000	Self	2020	May 17, 2021
VO-Vanguard Mid-Cap ETF Disclosed Asset	Mutual Funds, Exchange Traded Fund/Note	$15,001 - $50,000	Self	2020	May 17, 2021
VMSXX - Vanguard Municipal Money Market Fund Disclosed Asset	Mutual Funds, Mutual Fund	$1,001 - $15,000	Spouse	2020	May 17, 2021
VMSXX - Vanguard Municipal Money Market Fund Disclosed Asset	Mutual Funds, Mutual Fund	$1,000,001 - $5,000,000	Joint	2020	May 17, 2021
VMMXX-Vanguard Money Market Reserves (NASDAQ) Disclosed Asset	Mutual Funds, Mutual Fund	-	Joint	2020	May 17, 2021
VHCAX-Vanguard Capital Opportunity Adm (NASDAQ) Disclosed Asset	Trust, General Trust	$250,001 - $500,000	Self	2020	May 17, 2021
VGIAX-Vanguard Growth & Income Adm (NASDAQ) Disclosed Asset	Mutual Funds, Mutual Fund	$250,001 - $500,000	Spouse	2020	May 17, 2021
VFIAX-Vanguard 500 Index Admiral (NASDAQ) Disclosed Asset	Mutual Funds, Mutual Fund	$1,000,001 - $5,000,000	Spouse	2020	May 17, 2021
VFIAX-Vanguard 500 Index Admiral (NASDAQ) Disclosed Asset	Mutual Funds, Mutual Fund	$5,000,001 - $25,000,000	Joint	2020	May 17, 2021
VFIAX-Vanguard 500 Index Admiral (NASDAQ) Disclosed Asset	Trust, General Trust	$500,001 - $1,000,000	Self	2020	May 17, 2021
Vanguard Short-Term Corporate Bond Index Fund ETF Shares VCSH	Mutual Funds, Exchange Traded Fund/Note	$15,001 - $50,000	Self	2020	May 17, 2021
UBS Pension Trust (9 items) Disclosed Asset	Trust, General Trust	-	Spouse	2020	May 17, 2021
UBS PSP Disclosed Asset	Trust, General Trust	-	Spouse	2020	May 17, 2021
UBS IRA (7 items) Disclosed Asset	Retirement Plans, IRA	-	Spouse	2020	May 17, 2021
UBS (uninvested cash held by UBS) Disclosed Asset	Bank Deposit	$1,001 - $15,000	Spouse	2020	May 17, 2021
UBS (uninvested cash held by UBS) Disclosed Asset	Bank Deposit	-	Spouse	2020	May 17, 2021
TGBAX-Templeton Global Bond Adv (NASDAQ) Disclosed Asset	Mutual Funds, Mutual Fund	$15,001 - $50,000	Spouse	2020	May 17, 2021
TGBAX-Templeton Global Bond Adv (NASDAQ) Disclosed Asset	Mutual Funds, Mutual Fund	$1,001 - $15,000	Spouse	2020	May 17, 2021
Suntrust Personal Savings Account Disclosed Asset	Bank Deposit	$1,001 - $15,000	Spouse	2020	May 17, 2021
Suntrust Business Money Market Performance (Firebird International LLC) Disclosed Asset	Bank Deposit	$15,001 - $50,000	Spouse	2020	May 17, 2021
Suntrust Business Checking (Firebird International LLC) Disclosed Asset	Bank Deposit	$1,001 - $15,000	Spouse	2020	May 17, 2021
SunTrust Solid Choice Banking Disclosed Asset	Bank Deposit	$1,001 - $15,000	Spouse	2020	May 17, 2021
SunTrust Advantage Money Market Account Disclosed Asset	Bank Deposit	$1,001 - $15,000	Joint	2020	May 17, 2021
Scottrade Disclosed Asset	Bank Deposit	-	Spouse	2020	May 17, 2021
SPDR S&P 500 ETF Trust SPY	Mutual Funds, Exchange Traded Fund/Note	$50,001 - $100,000	Self	2020	May 17, 2021
BNY Mellon Sm/Md Cp Gr I SDSCX	Mutual Funds, Mutual Fund	$15,001 - $50,000	Spouse	2020	May 17, 2021
SCPB-SPDR Barclays Short Term Corp Bd ETF (NYSEArca) Disclosed Asset	Mutual Funds, Exchange Traded Fund/Note	$15,001 - $50,000	Self	2020	May 17, 2021
Republic Bank and Trust Disclosed Asset	Bank Deposit	$1,001 - $15,000	Self	2020	May 17, 2021
Real Property with Carriage House Rental Disclosed Asset	Real Estate, Residential	$1,000,001 - $5,000,000	Joint	2020	May 17, 2021
RSPYX-RS Partners Y (NASDAQ) Disclosed Asset	Mutual Funds, Mutual Fund	$15,001 - $50,000	Spouse	2020	May 17, 2021
RPMGX-T. Rowe Price Mid-Cap Growth (NASDAQ) Disclosed Asset	Mutual Funds, Mutual Fund	$500,001 - $1,000,000	Spouse	2020	May 17, 2021
PRSCX-T. Rowe Price Science & Tech (NASDAQ) Disclosed Asset	Mutual Funds, Mutual Fund	$50,001 - $100,000	Spouse	2020	May 17, 2021
PRITX-T. Rowe Price International Stock Fd (NASDAQ) Disclosed Asset	Mutual Funds, Mutual Fund	$100,001 - $250,000	Spouse	2020	May 17, 2021
PGDPX - Principal Global Div Inc P (NASDAQ) PGDPX	Mutual Funds, Mutual Fund	$15,001 - $50,000	Spouse	2020	May 17, 2021
(Heritage Foundation Retirement) RSEIX-Royce Special Equity Instl Disclosed Asset	Mutual Funds, Mutual Fund	$1,001 - $15,000	Spouse	2019	Aug 13, 2020
IWM-iShares Russell 2000 Disclosed Asset	Mutual Funds, Exchange Traded Fund/Note	$15,001 - $50,000	Self	2019	Aug 13, 2020
JDVPX - JHancock Disciplined Value R2 Disclosed Asset	Mutual Funds, Mutual Fund	$15,001 - $50,000	Spouse	2019	Aug 13, 2020
(Heritage Foundation Retirement) SLASX-Selected American Shares S Disclosed Asset	Mutual Funds, Mutual Fund	$15,001 - $50,000	Spouse	2019	Aug 13, 2020
(Heritage Foundation Retirement) SWGXX - Schwab Government Money Fund Disclosed Asset	Mutual Funds, Mutual Fund	-	Spouse	2019	Aug 13, 2020
JHIGX - JHancock International Growth R2 Disclosed Asset	Mutual Funds, Mutual Fund	$15,001 - $50,000	Spouse	2019	Aug 13, 2020
(Heritage Foundation Retirement) VGSLX-Vanguard REIT Index Adm Disclosed Asset	Mutual Funds, Mutual Fund	$1,001 - $15,000	Spouse	2019	Aug 13, 2020
MNNAX - Victory Munder Multi-Cap A Disclosed Asset	Trust, General Trust	$50,001 - $100,000	Self	2019	Aug 13, 2020
(Heritage Foundation Retirement) WIIBX - Segall Bryant & Hamill Plus Bond Fund Institutional Disclosed Asset	Mutual Funds, Mutual Fund	$1,001 - $15,000	Spouse	2019	Aug 13, 2020
Merrill Lynch Disclosed Asset	Bank Deposit	$15,001 - $50,000	Self	2019	Aug 13, 2020
Mitch IRA MLPA Disclosed Asset	Retirement Plans, IRA	-	Self	2019	Aug 13, 2020
(IRA) VFIAX - Vanguard 500 Index Fund Admiral Shares Disclosed Asset	Mutual Funds, Mutual Fund	$250,001 - $500,000	Spouse	2019	Aug 13, 2020
(IRA) VUSXX - Vanguard Treasury Money Market Disclosed Asset	Mutual Funds, Mutual Fund	$1,000,001 - $5,000,000	Spouse	2019	Aug 13, 2020
(Retirement) Deutsch VSI Capital Growth - Mutual of America Disclosed Asset	Mutual Funds, Mutual Fund	$100,001 - $250,000	Spouse	2019	Aug 13, 2020
A. Mitchell McConnell, Jr. Revocable Trust Disclosed Asset	Trust, General Trust	-	Self	2019	Aug 13, 2020
AMCP Security Holdings, LP, capital account Disclosed Asset	Other Securities	$1,001 - $15,000	Spouse	2019	Aug 13, 2020
Bank of America Disclosed Asset	Bank Deposit	$1,001 - $15,000	Self	2019	Aug 13, 2020
DPFFX-Delaware Diversified Income Instl (NASDAQ) Disclosed Asset	Mutual Funds, Mutual Fund	$15,001 - $50,000	Spouse	2019	Aug 13, 2020
DPFFX-Delaware Diversified Income Instl (NASDAQ) Disclosed Asset	Mutual Funds, Mutual Fund	$50,001 - $100,000	Spouse	2019	Aug 13, 2020
Elaine L Chao Revocable Trust Disclosed Asset	Trust, General Trust	-	Spouse	2019	Aug 13, 2020
OTCFX-T. Rowe Price Small-Cap Stock (NASDAQ) Disclosed Asset	Mutual Funds, Mutual Fund	$100,001 - $250,000	Spouse	2019	Aug 13, 2020
FEGIX-First Eagle Gold I (NASDAQ) Disclosed Asset	Mutual Funds, Mutual Fund	$1,001 - $15,000	Spouse	2019	Aug 13, 2020
PEQPX-Principal Equity Income P (NASDAQ) Disclosed Asset	Mutual Funds, Mutual Fund	$15,001 - $50,000	Spouse	2019	Aug 13, 2020
PEQPX-Principal Equity Income P (NASDAQ) Disclosed Asset	Mutual Funds, Mutual Fund	$50,001 - $100,000	Spouse	2019	Aug 13, 2020
FEGIX-First Eagle Gold I (NASDAQ) Disclosed Asset	Mutual Funds, Mutual Fund	$15,001 - $50,000	Spouse	2019	Aug 13, 2020
(Heritage Foundation 403(b)) PREIX-T. Rowe Price Equity Index 500 (NASDAQ) Disclosed Asset	Mutual Funds, Mutual Fund	$100,001 - $250,000	Spouse	2019	Aug 13, 2020
PGDPX - Principal Global Div Inc P (NASDAQ) PGDPX	Mutual Funds, Mutual Fund	$15,001 - $50,000	Spouse	2019	Aug 13, 2020
(Heritage Foundation 403(b)) SWGXX - Schwab Government Money Fund - Disclosed Asset	Mutual Funds, Mutual Fund	$100,001 - $250,000	Spouse	2019	Aug 13, 2020
PRITX-T. Rowe Price International Stock Fd (NASDAQ) Disclosed Asset	Mutual Funds, Mutual Fund	$50,001 - $100,000	Spouse	2019	Aug 13, 2020
PRSCX-T. Rowe Price Science & Tech (NASDAQ) Disclosed Asset	Mutual Funds, Mutual Fund	$50,001 - $100,000	Spouse	2019	Aug 13, 2020
RPMGX-T. Rowe Price Mid-Cap Growth (NASDAQ) Disclosed Asset	Mutual Funds, Mutual Fund	$500,001 - $1,000,000	Spouse	2019	Aug 13, 2020
(Heritage Foundation 403(b)) VFIAX-Vanguard 500 Index Admiral Disclosed Asset	Mutual Funds, Mutual Fund	$15,001 - $50,000	Spouse	2019	Aug 13, 2020
(Heritage Foundation Retirement) ARTKX-Artisan International Value Investor Disclosed Asset	Mutual Funds, Mutual Fund	$1,001 - $15,000	Spouse	2019	Aug 13, 2020
(Heritage Foundation Retirement) BARAX-Baron Asset Retail Disclosed Asset	Mutual Funds, Mutual Fund	$15,001 - $50,000	Spouse	2019	Aug 13, 2020
RSPYX-RS Partners Y (NASDAQ) Disclosed Asset	Mutual Funds, Mutual Fund	$15,001 - $50,000	Spouse	2019	Aug 13, 2020
Real Property with Carriage House Rental Disclosed Asset	Real Estate, Residential	$1,000,001 - $5,000,000	Joint	2019	Aug 13, 2020
(Heritage Foundation Retirement) FAIRX-Fairholme Disclosed Asset	Mutual Funds, Mutual Fund	$15,001 - $50,000	Spouse	2019	Aug 13, 2020
Republic Bank and Trust Disclosed Asset	Bank Deposit	$1,001 - $15,000	Self	2019	Aug 13, 2020
(Heritage Foundation Retirement) LSBDX-Loomis Sayles Bond Instl Disclosed Asset	Mutual Funds, Mutual Fund	$1,001 - $15,000	Spouse	2019	Aug 13, 2020
(Heritage Foundation Retirement) OAKMX-Oakmark I Disclosed Asset	Mutual Funds, Mutual Fund	$15,001 - $50,000	Spouse	2019	Aug 13, 2020
GFFFX-American Funds Growth Fund of Amer F2 (NASDAQ) Disclosed Asset	Mutual Funds, Mutual Fund	$15,001 - $50,000	Spouse	2019	Aug 13, 2020
SCPB-SPDR Barclays Short Term Corp Bd ETF (NYSEArca) Disclosed Asset	Mutual Funds, Exchange Traded Fund/Note	$15,001 - $50,000	Self	2019	Aug 13, 2020
GFFFX-American Funds Growth Fund of Amer F2 (NASDAQ) Disclosed Asset	Mutual Funds, Mutual Fund	$50,001 - $100,000	Spouse	2019	Aug 13, 2020
BNY Mellon Sm/Md Cp Gr I SDSCX	Mutual Funds, Mutual Fund	$1,001 - $15,000	Spouse	2019	Aug 13, 2020
SPDR S&P 500 ETF Trust SPY	Mutual Funds, Exchange Traded Fund/Note	$50,001 - $100,000	Self	2019	Aug 13, 2020
Wells Fargo & Company WFC	Corporate Securities, Stock	-	Spouse	2019	Aug 13, 2020
Scottrade Disclosed Asset	Bank Deposit	-	Spouse	2019	Aug 13, 2020
SunTrust Advantage Money Market Account Disclosed Asset	Bank Deposit	$15,001 - $50,000	Joint	2019	Aug 13, 2020
SunTrust Solid Choice Banking Disclosed Asset	Bank Deposit	$1,001 - $15,000	Spouse	2019	Aug 13, 2020
Wells Fargo & Company/phantom stock (Director Deferred Compensation) Disclosed Asset	Deferred Compensation	$100,001 - $250,000	Spouse	2019	Aug 13, 2020
Suntrust Business Checking (Firebird International LLC) Disclosed Asset	Bank Deposit	$15,001 - $50,000	Spouse	2019	Aug 13, 2020
WGIFX-American Funds Capital World Gr&Inc F2 (NASDAQ) Disclosed Asset	Mutual Funds, Mutual Fund	$50,001 - $100,000	Spouse	2019	Aug 13, 2020
Suntrust Business Money Market Performance (Firebird International LLC) Disclosed Asset	Bank Deposit	$15,001 - $50,000	Spouse	2019	Aug 13, 2020
WGIFX-American Funds Capital World Gr&Inc F2 (NASDAQ) Disclosed Asset	Mutual Funds, Mutual Fund	$15,001 - $50,000	Spouse	2019	Aug 13, 2020
Suntrust Personal Savings Account Disclosed Asset	Bank Deposit	$1,001 - $15,000	Spouse	2019	Aug 13, 2020
VFIAX-Vanguard 500 Index Admiral (NASDAQ) Disclosed Asset	Mutual Funds, Mutual Fund	$1,000,001 - $5,000,000	Spouse	2019	Aug 13, 2020
TGBAX-Templeton Global Bond Adv (NASDAQ) Disclosed Asset	Mutual Funds, Mutual Fund	$1,001 - $15,000	Spouse	2019	Aug 13, 2020
Vanguard IRA Account Disclosed Asset	Retirement Plans, IRA	-	Spouse	2019	Aug 13, 2020
Vanguard Aggressive Growth Portfolio (Age Based) Disclosed Asset	Mutual Funds, Mutual Fund	$50,001 - $100,000	Self	2019	Aug 13, 2020
TGBAX-Templeton Global Bond Adv (NASDAQ) Disclosed Asset	Mutual Funds, Mutual Fund	$15,001 - $50,000	Spouse	2019	Aug 13, 2020
TRBCX-T. Rowe Price Blue Chip Growth (NASDAQ) Disclosed Asset	Mutual Funds, Mutual Fund	$250,001 - $500,000	Spouse	2019	Aug 13, 2020
UBS (uninvested cash held by UBS) Disclosed Asset	Bank Deposit	-	Spouse	2019	Aug 13, 2020
UBS (uninvested cash held by UBS) Disclosed Asset	Bank Deposit	$1,001 - $15,000	Spouse	2019	Aug 13, 2020
UBS IRA (7 items) Disclosed Asset	Retirement Plans, IRA	-	Spouse	2019	Aug 13, 2020
UBS PSP Disclosed Asset	Trust, General Trust	-	Spouse	2019	Aug 13, 2020
Vanguard 90STK10BND Portfolio (Age Based) Disclosed Asset	Mutual Funds, Mutual Fund	$100,001 - $250,000	Self	2019	Aug 13, 2020
UBS Pension Trust (9 items) Disclosed Asset	Trust, General Trust	-	Spouse	2019	Aug 13, 2020
Vanguard Short-Term Corporate Bond Index Fund ETF Shares VCSH	Mutual Funds, Exchange Traded Fund/Note	$15,001 - $50,000	Self	2019	Aug 13, 2020
Vanguard 529 College Savings Plan Disclosed Asset	Education Savings Plans, 529 College Savings Plan	-	Self	2019	Aug 13, 2020
Vanguard 529 College Savings Plan Disclosed Asset	Education Savings Plans, 529 College Savings Plan	-	Self	2019	Aug 13, 2020
VFIAX-Vanguard 500 Index Admiral (NASDAQ) Disclosed Asset	Trust, General Trust	$500,001 - $1,000,000	Self	2019	Aug 13, 2020
VSIAX-Vanguard Small Cap Value Index Admiral (NASDAQ) Disclosed Asset	Trust, General Trust	$500,001 - $1,000,000	Self	2019	Aug 13, 2020
VO-Vanguard Mid-Cap ETF Disclosed Asset	Mutual Funds, Exchange Traded Fund/Note	$15,001 - $50,000	Self	2019	Aug 13, 2020
VMSXX - Vanguard Municipal Money Market Fund Disclosed Asset	Mutual Funds, Mutual Fund	$500,001 - $1,000,000	Spouse	2019	Aug 13, 2020
VMSXX - Vanguard Municipal Money Market Fund Disclosed Asset	Mutual Funds, Mutual Fund	$1,000,001 - $5,000,000	Joint	2019	Aug 13, 2020
VMMXX-Vanguard Money Market Reserves (NASDAQ) Disclosed Asset	Mutual Funds, Mutual Fund	-	Joint	2019	Aug 13, 2020
VHCAX-Vanguard Capital Opportunity Adm (NASDAQ) Disclosed Asset	Trust, General Trust	$250,001 - $500,000	Self	2019	Aug 13, 2020
VFIAX-Vanguard 500 Index Admiral (NASDAQ) Disclosed Asset	Mutual Funds, Mutual Fund	$5,000,001 - $25,000,000	Joint	2019	Aug 13, 2020
VGIAX-Vanguard Growth & Income Adm (NASDAQ) Disclosed Asset	Mutual Funds, Mutual Fund	$250,001 - $500,000	Spouse	2019	Aug 13, 2020
(Heritage Foundation Retirement) PRMSX-T. Rowe Price Emerging Markets Stock Disclosed Asset	Mutual Funds, Mutual Fund	$1,001 - $15,000	Spouse	2019	Aug 13, 2020
Wells Fargo & Company WFC	Corporate Securities, Stock	$500,001 - $1,000,000	Spouse	2018	May 15, 2019
Ingersoll Rand Inc IR	Corporate Securities, Stock	$100,001 - $250,000	Spouse	2018	May 15, 2019
PEQPX-Principal Equity Income P (NASDAQ) Disclosed Asset	Mutual Funds, Mutual Fund	$15,001 - $50,000	Spouse	2018	May 15, 2019
OTCFX-T. Rowe Price Small-Cap Stock (NASDAQ) Disclosed Asset	Mutual Funds, Mutual Fund	$50,001 - $100,000	Spouse	2018	May 15, 2019
PEQPX-Principal Equity Income P (NASDAQ) Disclosed Asset	Mutual Funds, Mutual Fund	$50,001 - $100,000	Spouse	2018	May 15, 2019
PGDPX - Principal Global Div Inc P (NASDAQ) PGDPX	Mutual Funds, Mutual Fund	$1,001 - $15,000	Spouse	2018	May 15, 2019
PRITX-T. Rowe Price International Stock Fd (NASDAQ) Disclosed Asset	Mutual Funds, Mutual Fund	$50,001 - $100,000	Spouse	2018	May 15, 2019
PRSCX-T. Rowe Price Science & Tech (NASDAQ) Disclosed Asset	Mutual Funds, Mutual Fund	$15,001 - $50,000	Spouse	2018	May 15, 2019
RPMGX-T. Rowe Price Mid-Cap Growth (NASDAQ) Disclosed Asset	Mutual Funds, Mutual Fund	$250,001 - $500,000	Spouse	2018	May 15, 2019
RSPYX-RS Partners Y (NASDAQ) Disclosed Asset	Mutual Funds, Mutual Fund	$15,001 - $50,000	Spouse	2018	May 15, 2019
Real Property with Carriage House Rental Disclosed Asset	Real Estate, Residential	$1,000,001 - $5,000,000	Joint	2018	May 15, 2019
Republic Bank and Trust Disclosed Asset	Bank Deposit	$15,001 - $50,000	Self	2018	May 15, 2019
SCPB-SPDR Barclays Short Term Corp Bd ETF (NYSEArca) Disclosed Asset	Mutual Funds, Exchange Traded Fund/Note	$15,001 - $50,000	Self	2018	May 15, 2019
SDSCX-Dreyfus/The Boston Co Sm/Md Cp Gr I (NASDAQ) Disclosed Asset	Mutual Funds, Mutual Fund	$1,001 - $15,000	Spouse	2018	May 15, 2019
SPDR S&P 500 ETF Trust SPY	Mutual Funds, Exchange Traded Fund/Note	$50,001 - $100,000	Self	2018	May 15, 2019
Scottrade Disclosed Asset	Bank Deposit	-	Spouse	2018	May 15, 2019
SunTrust Advantage Money Market Account Disclosed Asset	Bank Deposit	$250,001 - $500,000	Joint	2018	May 15, 2019
SunTrust Solid Choice Banking Disclosed Asset	Bank Deposit	$1,001 - $15,000	Spouse	2018	May 15, 2019
Suntrust Business Checking (Firebird International LLC) Disclosed Asset	Bank Deposit	$250,001 - $500,000	Spouse	2018	May 15, 2019
Suntrust Business Money Market Performance (Firebird International LLC) Disclosed Asset	Bank Deposit	$50,001 - $100,000	Spouse	2018	May 15, 2019
Suntrust Personal Savings Account Disclosed Asset	Bank Deposit	$1,001 - $15,000	Spouse	2018	May 15, 2019
TGBAX-Templeton Global Bond Adv (NASDAQ) Disclosed Asset	Mutual Funds, Mutual Fund	$1,001 - $15,000	Spouse	2018	May 15, 2019
TGBAX-Templeton Global Bond Adv (NASDAQ) Disclosed Asset	Mutual Funds, Mutual Fund	$15,001 - $50,000	Spouse	2018	May 15, 2019
TRBCX-T. Rowe Price Blue Chip Growth (NASDAQ) Disclosed Asset	Mutual Funds, Mutual Fund	$250,001 - $500,000	Spouse	2018	May 15, 2019
UBS (uninvested cash held by UBS) Disclosed Asset	Bank Deposit	-	Spouse	2018	May 15, 2019
UBS (uninvested cash held by UBS) Disclosed Asset	Bank Deposit	$1,001 - $15,000	Spouse	2018	May 15, 2019
UBS CSSP (via Ingersoll-Rand) Disclosed Asset	Deferred Compensation, Deferred Compensation - Other	-	Spouse	2018	May 15, 2019
UBS IRA (7 items) Disclosed Asset	Retirement Plans, IRA	-	Spouse	2018	May 15, 2019
UBS PSP Disclosed Asset	Trust, General Trust	-	Spouse	2018	May 15, 2019
UBS Pension Trust (9 items) Disclosed Asset	Trust, General Trust	-	Spouse	2018	May 15, 2019
Vanguard Short-Term Corporate Bond Index Fund ETF Shares VCSH	Mutual Funds, Exchange Traded Fund/Note	$15,001 - $50,000	Self	2018	May 15, 2019
VFIAX-Vanguard 500 Index Admiral (NASDAQ) Disclosed Asset	Trust, General Trust	$250,001 - $500,000	Self	2018	May 15, 2019
VFIAX-Vanguard 500 Index Admiral (NASDAQ) Disclosed Asset	Mutual Funds, Mutual Fund	$5,000,001 - $25,000,000	Joint	2018	May 15, 2019
VFIAX-Vanguard 500 Index Admiral (NASDAQ) Disclosed Asset	Mutual Funds, Mutual Fund	$1,000,001 - $5,000,000	Spouse	2018	May 15, 2019
VGIAX-Vanguard Growth & Income Adm (NASDAQ) Disclosed Asset	Mutual Funds, Mutual Fund	$250,001 - $500,000	Spouse	2018	May 15, 2019
VHCAX-Vanguard Capital Opportunity Adm (NASDAQ) Disclosed Asset	Trust, General Trust	$250,001 - $500,000	Self	2018	May 15, 2019
Vulcan Materials Company VMC	Corporate Securities, Stock	$250,001 - $500,000	Spouse	2018	May 15, 2019
VMMXX-Vanguard Money Market Reserves (NASDAQ) Disclosed Asset	Mutual Funds, Mutual Fund	-	Joint	2018	May 15, 2019
VMSXX - Vanguard Municipal Money Market Fund Disclosed Asset	Mutual Funds, Mutual Fund	$1,000,001 - $5,000,000	Joint	2018	May 15, 2019
VMSXX - Vanguard Municipal Money Market Fund Disclosed Asset	Mutual Funds, Mutual Fund	$100,001 - $250,000	Spouse	2018	May 15, 2019
VO-Vanguard Mid-Cap ETF Disclosed Asset	Mutual Funds, Exchange Traded Fund/Note	$15,001 - $50,000	Self	2018	May 15, 2019
VSIAX-Vanguard Small Cap Value Index Admiral (NASDAQ) Disclosed Asset	Trust, General Trust	$250,001 - $500,000	Self	2018	May 15, 2019
Vanguard 529 College Savings Plan Disclosed Asset	Education Savings Plans, 529 College Savings Plan	-	Self	2018	May 15, 2019
Vanguard 529 College Savings Plan Disclosed Asset	Education Savings Plans, 529 College Savings Plan	-	Self	2018	May 15, 2019
Vanguard Aggressive Growth Portfolio (Age Based) Disclosed Asset	Mutual Funds, Mutual Fund	$50,001 - $100,000	Self	2018	May 15, 2019
Vanguard Aggressive Growth Portfolio (Age Based) Disclosed Asset	Mutual Funds, Mutual Fund	$50,001 - $100,000	Self	2018	May 15, 2019
Vulcan Materials Deferred Compensation Disclosed Asset	Deferred Compensation, Deferred Compensation - Other	-	Spouse	2018	May 15, 2019
WGIFX-American Funds Capital World Gr&Inc F2 (NASDAQ) Disclosed Asset	Mutual Funds, Mutual Fund	$15,001 - $50,000	Spouse	2018	May 15, 2019
WGIFX-American Funds Capital World Gr&Inc F2 (NASDAQ) Disclosed Asset	Mutual Funds, Mutual Fund	$50,001 - $100,000	Spouse	2018	May 15, 2019
Wells Fargo & Company/phantom stock (Director Deferred Compensation) Disclosed Asset	Deferred Compensation	$250,001 - $500,000	Spouse	2018	May 15, 2019
Mitch IRA MLPA Disclosed Asset	Retirement Plans, IRA	-	Self	2018	May 15, 2019
Merrill Lynch Disclosed Asset	Bank Deposit	$15,001 - $50,000	Self	2018	May 15, 2019
MNNAX-Victory Munder Growth Opportunities A (NASDAQ) Disclosed Asset	Mutual Funds, Mutual Fund	$15,001 - $50,000	Spouse	2018	May 15, 2019
MNNAX - Victory Munder Multi-Cap A Disclosed Asset	Trust, General Trust	$15,001 - $50,000	Self	2018	May 15, 2019
JHIGX - JHancock International Growth R2 Disclosed Asset	Mutual Funds, Mutual Fund	$15,001 - $50,000	Spouse	2018	May 15, 2019
JDVPX - JHancock Disciplined Value R2 Disclosed Asset	Mutual Funds, Mutual Fund	$15,001 - $50,000	Spouse	2018	May 15, 2019
IWM-iShares Russell 2000 Disclosed Asset	Mutual Funds, Exchange Traded Fund/Note	$15,001 - $50,000	Self	2018	May 15, 2019
GFFFX-American Funds Growth Fund of Amer F2 (NASDAQ) Disclosed Asset	Mutual Funds, Mutual Fund	$50,001 - $100,000	Spouse	2018	May 15, 2019
GFFFX-American Funds Growth Fund of Amer F2 (NASDAQ) Disclosed Asset	Mutual Funds, Mutual Fund	$15,001 - $50,000	Spouse	2018	May 15, 2019
FEGIX-First Eagle Gold I (NASDAQ) Disclosed Asset	Mutual Funds, Mutual Fund	$15,001 - $50,000	Spouse	2018	May 15, 2019
FEGIX-First Eagle Gold I (NASDAQ) Disclosed Asset	Mutual Funds, Mutual Fund	$1,001 - $15,000	Spouse	2018	May 15, 2019
Elaine L Chao Revocable Trust Disclosed Asset	Trust, General Trust	-	Spouse	2018	May 15, 2019
DPFFX-Delaware Diversified Income Instl (NASDAQ) Disclosed Asset	Mutual Funds, Mutual Fund	$50,001 - $100,000	Spouse	2018	May 15, 2019
DPFFX-Delaware Diversified Income Instl (NASDAQ) Disclosed Asset	Mutual Funds, Mutual Fund	$15,001 - $50,000	Spouse	2018	May 15, 2019
Bank of America Disclosed Asset	Bank Deposit	$1,001 - $15,000	Self	2018	May 15, 2019
A. Mitchell McConnell, Jr. Revocable Trust Disclosed Asset	Trust, General Trust	-	Self	2018	May 15, 2019
(Retirement) Deutsch VSI Capital Growth - Mutual of America Disclosed Asset	Mutual Funds, Mutual Fund	$100,001 - $250,000	Spouse	2018	May 15, 2019
(Pension Trust) VUSXX - Vanguard Treasury Money Market Disclosed Asset	Mutual Funds, Mutual Fund	$1,000,001 - $5,000,000	Spouse	2018	May 15, 2019
(IRA) VFIAX-Vanguard 500 Index Admiral (NASDAQ) Disclosed Asset	Mutual Funds, Mutual Fund	$100,001 - $250,000	Spouse	2018	May 15, 2019
(Heritage Foundation Retirement) WIIBX - Segall Bryant & Hamill Plus Bond Fund Institutional Disclosed Asset	Mutual Funds, Mutual Fund	$1,001 - $15,000	Spouse	2018	May 15, 2019
(Heritage Foundation Retirement) VGSLX-Vanguard REIT Index Adm Disclosed Asset	Mutual Funds, Mutual Fund	$1,001 - $15,000	Spouse	2018	May 15, 2019
(Heritage Foundation Retirement) SWGXX - Schwab Government Money Fund Disclosed Asset	Mutual Funds, Mutual Fund	-	Spouse	2018	May 15, 2019
(Heritage Foundation Retirement) SLASX-Selected American Shares S Disclosed Asset	Mutual Funds, Mutual Fund	$15,001 - $50,000	Spouse	2018	May 15, 2019
(Heritage Foundation Retirement) RSEIX-Royce Special Equity Instl Disclosed Asset	Mutual Funds, Mutual Fund	$1,001 - $15,000	Spouse	2018	May 15, 2019
(Heritage Foundation Retirement) PRMSX-T. Rowe Price Emerging Markets Stock Disclosed Asset	Mutual Funds, Mutual Fund	$1,001 - $15,000	Spouse	2018	May 15, 2019
(Heritage Foundation Retirement) OAKMX-Oakmark I Disclosed Asset	Mutual Funds, Mutual Fund	$15,001 - $50,000	Spouse	2018	May 15, 2019
(Heritage Foundation Retirement) LSBDX-Loomis Sayles Bond Instl Disclosed Asset	Mutual Funds, Mutual Fund	$1,001 - $15,000	Spouse	2018	May 15, 2019
(Heritage Foundation Retirement) FAIRX-Fairholme Disclosed Asset	Mutual Funds, Mutual Fund	$15,001 - $50,000	Spouse	2018	May 15, 2019
(Heritage Foundation Retirement) BARAX-Baron Asset Retail Disclosed Asset	Mutual Funds, Mutual Fund	$1,001 - $15,000	Spouse	2018	May 15, 2019
(Heritage Foundation Retirement) ARTKX-Artisan International Value Investor Disclosed Asset	Mutual Funds, Mutual Fund	$1,001 - $15,000	Spouse	2018	May 15, 2019
(Heritage Foundation 403(b)) VFIAX-Vanguard 500 Index Admiral Disclosed Asset	Mutual Funds, Mutual Fund	$15,001 - $50,000	Spouse	2018	May 15, 2019
(Heritage Foundation 403(b)) SWGXX - Schwab Government Money Fund - Disclosed Asset	Mutual Funds, Mutual Fund	$100,001 - $250,000	Spouse	2018	May 15, 2019
(Heritage Foundation 403(b)) PREIX-T. Rowe Price Equity Index 500 (NASDAQ) Disclosed Asset	Mutual Funds, Mutual Fund	$100,001 - $250,000	Spouse	2018	May 15, 2019
Vanguard 529 College Savings Plan Disclosed Asset	Education Savings Plans, 529 College Savings Plan	-	Self	2017	May 15, 2018
Ingersoll Rand Inc IR	Corporate Securities, Stock	$100,001 - $250,000	Spouse	2017	May 15, 2018
(Heritage Foundation 403(b)) SWGXX - Schwab Government Money Fund - Disclosed Asset	Mutual Funds, Mutual Fund	$100,001 - $250,000	Spouse	2017	May 15, 2018
(Heritage Foundation 403(b)) VFIAX-Vanguard 500 Index Admiral Disclosed Asset	Mutual Funds, Mutual Fund	$15,001 - $50,000	Spouse	2017	May 15, 2018
(Heritage Foundation Retirement) ARTKX-Artisan International Value Investor Disclosed Asset	Mutual Funds, Mutual Fund	$1,001 - $15,000	Spouse	2017	May 15, 2018
(Heritage Foundation Retirement) BARAX-Baron Asset Retail Disclosed Asset	Mutual Funds, Mutual Fund	$1,001 - $15,000	Spouse	2017	May 15, 2018
(Heritage Foundation Retirement) FAIRX-Fairholme Disclosed Asset	Mutual Funds, Mutual Fund	$15,001 - $50,000	Spouse	2017	May 15, 2018
(Heritage Foundation Retirement) LSBDX-Loomis Sayles Bond Instl Disclosed Asset	Mutual Funds, Mutual Fund	$1,001 - $15,000	Spouse	2017	May 15, 2018
(Heritage Foundation Retirement) OAKMX-Oakmark I Disclosed Asset	Mutual Funds, Mutual Fund	$15,001 - $50,000	Spouse	2017	May 15, 2018
(Heritage Foundation Retirement) PRMSX-T. Rowe Price Emerging Markets Stock Disclosed Asset	Mutual Funds, Mutual Fund	$1,001 - $15,000	Spouse	2017	May 15, 2018
(Heritage Foundation Retirement) RSEIX-Royce Special Equity Instl Disclosed Asset	Mutual Funds, Mutual Fund	$1,001 - $15,000	Spouse	2017	May 15, 2018
(Heritage Foundation Retirement) SLASX-Selected American Shares S Disclosed Asset	Mutual Funds, Mutual Fund	$15,001 - $50,000	Spouse	2017	May 15, 2018
(Heritage Foundation Retirement) SWGXX - Schwab Government Money Fund Disclosed Asset	Mutual Funds, Mutual Fund	-	Spouse	2017	May 15, 2018
(Heritage Foundation Retirement) VGSLX-Vanguard REIT Index Adm Disclosed Asset	Mutual Funds, Mutual Fund	$1,001 - $15,000	Spouse	2017	May 15, 2018
(Heritage Foundation Retirement) WIIBX-Westcore Plus Bond Institutional Disclosed Asset	Mutual Funds, Mutual Fund	$1,001 - $15,000	Spouse	2017	May 15, 2018
(IRA) VFIAX-Vanguard 500 Index Admiral (NASDAQ) Disclosed Asset	Mutual Funds, Mutual Fund	$250,001 - $500,000	Spouse	2017	May 15, 2018
(Pension Trust) VFIAX-Vanguard 500 Index Admiral (NASDAQ) Disclosed Asset	Mutual Funds, Mutual Fund	$1,000,001 - $5,000,000	Spouse	2017	May 15, 2018
(Retirement) Deutsch VSI Capital Growth - Mutual of America Disclosed Asset	Mutual Funds, Mutual Fund	$100,001 - $250,000	Spouse	2017	May 15, 2018
(Retirement) PREIX-T. Rowe Price Equity Index 500 (NASDAQ) Disclosed Asset	Mutual Funds, Mutual Fund	$100,001 - $250,000	Spouse	2017	May 15, 2018
A. Mitchell McConnell, Jr. Revocable Trust Disclosed Asset	Trust, General Trust	-	Self	2017	May 15, 2018
Bank of America Disclosed Asset	Bank Deposit	$1,001 - $15,000	Self	2017	May 15, 2018
DPFFX-Delaware Diversified Income Instl (NASDAQ) Disclosed Asset	Mutual Funds, Mutual Fund	$15,001 - $50,000	Spouse	2017	May 15, 2018
DPFFX-Delaware Diversified Income Instl (NASDAQ) Disclosed Asset	Mutual Funds, Mutual Fund	$50,001 - $100,000	Spouse	2017	May 15, 2018
Elaine L Chao Revocable Trust Disclosed Asset	Trust, General Trust	-	Spouse	2017	May 15, 2018
FEGIX-First Eagle Gold I (NASDAQ) Disclosed Asset	Mutual Funds, Mutual Fund	$1,001 - $15,000	Spouse	2017	May 15, 2018
FEGIX-First Eagle Gold I (NASDAQ) Disclosed Asset	Mutual Funds, Mutual Fund	$15,001 - $50,000	Spouse	2017	May 15, 2018
GFFFX-American Funds Growth Fund of Amer F2 (NASDAQ) Disclosed Asset	Mutual Funds, Mutual Fund	$15,001 - $50,000	Spouse	2017	May 15, 2018
GFFFX-American Funds Growth Fund of Amer F2 (NASDAQ) Disclosed Asset	Mutual Funds, Mutual Fund	$50,001 - $100,000	Spouse	2017	May 15, 2018
IWM-iShares Russell 2000 Disclosed Asset	Mutual Funds, Mutual Fund	$15,001 - $50,000	Self	2017	May 15, 2018
JDVPX - JHancock Disciplined Value R2 Disclosed Asset	Mutual Funds, Mutual Fund	$15,001 - $50,000	Spouse	2017	May 15, 2018
JHIGX - JHancock International Growth R2 Disclosed Asset	Mutual Funds, Mutual Fund	$15,001 - $50,000	Spouse	2017	May 15, 2018
MNNAX - Victory Munder Multi-Cap A Disclosed Asset	Trust, General Trust	$15,001 - $50,000	Self	2017	May 15, 2018
MNNAX-Victory Munder Growth Opportunities A (NASDAQ) Disclosed Asset	Mutual Funds, Mutual Fund	$15,001 - $50,000	Spouse	2017	May 15, 2018
Merrill Lynch Disclosed Asset	Bank Deposit	$15,001 - $50,000	Self	2017	May 15, 2018
Mitch IRA MLPA Disclosed Asset	Retirement Plans, IRA	-	Self	2017	May 15, 2018
OTCFX-T. Rowe Price Small-Cap Stock (NASDAQ) Disclosed Asset	Mutual Funds, Mutual Fund	$50,001 - $100,000	Spouse	2017	May 15, 2018
PEQPX-Principal Equity Income P (NASDAQ) Disclosed Asset	Mutual Funds, Mutual Fund	$15,001 - $50,000	Spouse	2017	May 15, 2018
PEQPX-Principal Equity Income P (NASDAQ) Disclosed Asset	Mutual Funds, Mutual Fund	$50,001 - $100,000	Spouse	2017	May 15, 2018
PGDPX - Principal Global Div Inc P (NASDAQ) PGDPX	Mutual Funds, Mutual Fund	$1,001 - $15,000	Spouse	2017	May 15, 2018
PRITX-T. Rowe Price International Stock Fd (NASDAQ) Disclosed Asset	Mutual Funds, Mutual Fund	$50,001 - $100,000	Spouse	2017	May 15, 2018
PRSCX-T. Rowe Price Science & Tech (NASDAQ) Disclosed Asset	Mutual Funds, Mutual Fund	$15,001 - $50,000	Spouse	2017	May 15, 2018
RPMGX-T. Rowe Price Mid-Cap Growth (NASDAQ) Disclosed Asset	Mutual Funds, Mutual Fund	$250,001 - $500,000	Spouse	2017	May 15, 2018
RSPYX-RS Partners Y (NASDAQ) Disclosed Asset	Mutual Funds, Mutual Fund	$15,001 - $50,000	Spouse	2017	May 15, 2018
Real Property with Carriage House Rental Disclosed Asset	Real Estate, Residential	$1,000,001 - $5,000,000	Joint	2017	May 15, 2018
Republic Bank and Trust Disclosed Asset	Bank Deposit	$15,001 - $50,000	Self	2017	May 15, 2018
SCPB-SPDR Barclays Short Term Corp Bd ETF (NYSEArca) Disclosed Asset	Mutual Funds, Mutual Fund	$15,001 - $50,000	Self	2017	May 15, 2018
SDSCX-Dreyfus/The Boston Co Sm/Md Cp Gr I (NASDAQ) Disclosed Asset	Mutual Funds, Mutual Fund	$1,001 - $15,000	Spouse	2017	May 15, 2018
SPDR S&P 500 ETF Trust SPY	Mutual Funds, Mutual Fund	$50,001 - $100,000	Self	2017	May 15, 2018
Scottrade Disclosed Asset	Bank Deposit	-	Spouse	2017	May 15, 2018
SunTrust Advantage Money Market Account Disclosed Asset	Bank Deposit	$500,001 - $1,000,000	Joint	2017	May 15, 2018
SunTrust Solid Choice Banking Disclosed Asset	Bank Deposit	$1,001 - $15,000	Spouse	2017	May 15, 2018
Suntrust Business Checking (Firebird International LLC) Disclosed Asset	Bank Deposit	$1,001 - $15,000	Spouse	2017	May 15, 2018
Suntrust Business Money Market Performance (Firebird International LLC) Disclosed Asset	Bank Deposit	$500,001 - $1,000,000	Spouse	2017	May 15, 2018
Suntrust Personal Savings Account Disclosed Asset	Bank Deposit	$1,001 - $15,000	Spouse	2017	May 15, 2018
TGBAX-Templeton Global Bond Adv (NASDAQ) Disclosed Asset	Mutual Funds, Mutual Fund	$1,001 - $15,000	Spouse	2017	May 15, 2018
TGBAX-Templeton Global Bond Adv (NASDAQ) Disclosed Asset	Mutual Funds, Mutual Fund	$15,001 - $50,000	Spouse	2017	May 15, 2018
TRBCX-T. Rowe Price Blue Chip Growth (NASDAQ) Disclosed Asset	Mutual Funds, Mutual Fund	$250,001 - $500,000	Spouse	2017	May 15, 2018
UBS (uninvested cash held by UBS) Disclosed Asset	Bank Deposit	-	Spouse	2017	May 15, 2018
UBS (uninvested cash held by UBS) Disclosed Asset	Bank Deposit	$1,001 - $15,000	Spouse	2017	May 15, 2018
UBS CSSP (via Ingersoll-Rand) Disclosed Asset	Deferred Compensation, Deferred Compensation - Other	-	Spouse	2017	May 15, 2018
UBS IRA (7 items) Disclosed Asset	Retirement Plans, IRA	-	Spouse	2017	May 15, 2018
UBS PSP Disclosed Asset	Trust, General Trust	-	Spouse	2017	May 15, 2018
UBS Pension Trust (9 items) Disclosed Asset	Trust, General Trust	-	Spouse	2017	May 15, 2018
Vanguard Short-Term Corporate Bond Index Fund ETF Shares VCSH	Mutual Funds, Mutual Fund	$15,001 - $50,000	Self	2017	May 15, 2018
VFIAX-Vanguard 500 Index Admiral (NASDAQ) Disclosed Asset	Trust, General Trust	$250,001 - $500,000	Self	2017	May 15, 2018
VFIAX-Vanguard 500 Index Admiral (NASDAQ) Disclosed Asset	Mutual Funds, Mutual Fund	$5,000,001 - $25,000,000	Joint	2017	May 15, 2018
VFIAX-Vanguard 500 Index Admiral (NASDAQ) Disclosed Asset	Mutual Funds, Mutual Fund	$1,000,001 - $5,000,000	Spouse	2017	May 15, 2018
VGIAX-Vanguard Growth & Income Adm (NASDAQ) Disclosed Asset	Mutual Funds, Mutual Fund	$250,001 - $500,000	Spouse	2017	May 15, 2018
VHCAX-Vanguard Capital Opportunity Adm (NASDAQ) Disclosed Asset	Trust, General Trust	$250,001 - $500,000	Self	2017	May 15, 2018
VMMXX-Vanguard Money Market Reserves (NASDAQ) Disclosed Asset	Mutual Funds, Mutual Fund	-	Joint	2017	May 15, 2018
VMSXX - Vanguard Municipal Money Market Fund Disclosed Asset	Mutual Funds, Mutual Fund	$1,000,001 - $5,000,000	Joint	2017	May 15, 2018
VMSXX - Vanguard Municipal Money Market Fund Disclosed Asset	Mutual Funds, Mutual Fund	$500,001 - $1,000,000	Spouse	2017	May 15, 2018
VO-Vanguard Mid-Cap ETF Disclosed Asset	Mutual Funds, Mutual Fund	$15,001 - $50,000	Self	2017	May 15, 2018
VSIAX-Vanguard Small Cap Value Index Admiral (NASDAQ) Disclosed Asset	Trust, General Trust	$250,001 - $500,000	Self	2017	May 15, 2018
Vanguard 529 College Savings Plan Disclosed Asset	Education Savings Plans, 529 College Savings Plan	-	Self	2017	May 15, 2018
Wells Fargo & Company WFC	Corporate Securities, Stock	$500,001 - $1,000,000	Spouse	2017	May 15, 2018
Vanguard Aggressive Growth Portfolio (Age Based) Disclosed Asset	Mutual Funds, Mutual Fund	$50,001 - $100,000	Self	2017	May 15, 2018
Vanguard Aggressive Growth Portfolio (Age Based) Disclosed Asset	Mutual Funds, Mutual Fund	$50,001 - $100,000	Self	2017	May 15, 2018
Vulcan Materials Deferred Compensation Disclosed Asset	Deferred Compensation, Deferred Compensation - Other	-	Spouse	2017	May 15, 2018
Vulcan Materials Deferred Stock Units Disclosed Asset	Other Securities	$250,001 - $500,000	Spouse	2017	May 15, 2018
WGIFX-American Funds Capital World Gr&Inc F2 (NASDAQ) Disclosed Asset	Mutual Funds, Mutual Fund	$15,001 - $50,000	Spouse	2017	May 15, 2018
WGIFX-American Funds Capital World Gr&Inc F2 (NASDAQ) Disclosed Asset	Mutual Funds, Mutual Fund	$50,001 - $100,000	Spouse	2017	May 15, 2018
Wells Fargo & Company/phantom stock (Director Deferred Compensation) Disclosed Asset	Deferred Compensation	$500,001 - $1,000,000	Spouse	2017	May 15, 2018
Wells Fargo & Company/phantom stock (Director Deferred Compensation) Disclosed Asset	Deferred Compensation	$1,000,001 - $5,000,000	Spouse	2016	May 15, 2017
American Funds Capital World Growth and Income Fund® Class F-2 WGIFX	Mutual Funds, Mutual Fund	$50,001 - $100,000	Spouse	2016	May 15, 2017
American Funds Capital World Growth and Income Fund® Class F-2 WGIFX	Mutual Funds, Mutual Fund	$15,001 - $50,000	Spouse	2016	May 15, 2017
Wells Fargo & Company WFC	Corporate Securities, Stock	$1,001 - $15,000	Spouse	2016	May 15, 2017
Vulcan Materials Deferred Stock Units Disclosed Asset	Other Securities	$250,001 - $500,000	Spouse	2016	May 15, 2017
Vulcan Materials Deferred Compensation Disclosed Asset	Deferred Compensation, Deferred Compensation - Other	-	Spouse	2016	May 15, 2017
Vanguard Aggressive Growth Portfolio (Age Based) Disclosed Asset	Mutual Funds, Mutual Fund	$15,001 - $50,000	Self	2016	May 15, 2017
Vanguard Aggressive Growth Portfolio (Age Based) Disclosed Asset	Mutual Funds, Mutual Fund	$15,001 - $50,000	Self	2016	May 15, 2017
Vanguard 529 College Savings Plan Disclosed Asset	Education Savings Plans, 529 College Savings Plan	-	Self	2016	May 15, 2017
Vanguard 529 College Savings Plan Disclosed Asset	Education Savings Plans, 529 College Savings Plan	-	Self	2016	May 15, 2017
Vanguard Small Cap Value Index Fund Admiral Shares VSIAX	Trust, General Trust	$250,001 - $500,000	Self	2016	May 15, 2017
Vanguard Mid-Cap Index Fund ETF Shares VO	Mutual Funds, Mutual Fund	$15,001 - $50,000	Self	2016	May 15, 2017
Vanguard Municipal Money Market Fund Investor Shares VMSXX	Mutual Funds, Mutual Fund	$1,001 - $15,000	Spouse	2016	May 15, 2017
Vanguard Municipal Money Market Fund Investor Shares VMSXX	Mutual Funds, Mutual Fund	$1,000,001 - $5,000,000	Joint	2016	May 15, 2017
VMMXX - Vanguard Money Market Reserves (NASDAQ) VMMXX	Mutual Funds, Mutual Fund	-	Joint	2016	May 15, 2017
Vanguard Capital Opportunity Fund Admiral Shares VHCAX	Trust, General Trust	$100,001 - $250,000	Self	2016	May 15, 2017
Vanguard Growth and Income Fund Admiral Shares VGIAX	Mutual Funds, Mutual Fund	$250,001 - $500,000	Spouse	2016	May 15, 2017
Vanguard 500 Index Fund Admiral Shares VFIAX	Mutual Funds, Mutual Fund	$1,000,001 - $5,000,000	Spouse	2016	May 15, 2017
Vanguard 500 Index Fund Admiral Shares VFIAX	Mutual Funds, Mutual Fund	$1,000,001 - $5,000,000	Joint	2016	May 15, 2017
Vanguard 500 Index Fund Admiral Shares VFIAX	Trust, General Trust	$250,001 - $500,000	Self	2016	May 15, 2017
Vanguard Short-Term Corporate Bond Index Fund ETF Shares VCSH	Mutual Funds, Mutual Fund	$15,001 - $50,000	Self	2016	May 15, 2017
UBS Pension Trust (9 items) Disclosed Asset	Trust, General Trust	-	Spouse	2016	May 15, 2017
UBS PSP Disclosed Asset	Trust, General Trust	-	Spouse	2016	May 15, 2017
UBS IRA (7 items) Disclosed Asset	Retirement Plans, IRA	-	Spouse	2016	May 15, 2017
UBS CSSP (via Ingersoll-Rand) Disclosed Asset	Deferred Compensation, Deferred Compensation - Other	-	Spouse	2016	May 15, 2017
UBS (uninvested cash held by UBS) Disclosed Asset	Bank Deposit	$1,001 - $15,000	Spouse	2016	May 15, 2017
UBS (uninvested cash held by UBS) Disclosed Asset	Bank Deposit	-	Spouse	2016	May 15, 2017
T. Rowe Price Blue Chip Growth Fund TRBCX	Mutual Funds, Mutual Fund	$100,001 - $250,000	Spouse	2016	May 15, 2017
Templeton Global Bond Fund Advisor Class TGBAX	Mutual Funds, Mutual Fund	$15,001 - $50,000	Spouse	2016	May 15, 2017
Templeton Global Bond Fund Advisor Class TGBAX	Mutual Funds, Mutual Fund	$1,001 - $15,000	Spouse	2016	May 15, 2017
Suntrust Personal Savings Account Disclosed Asset	Bank Deposit	$1,001 - $15,000	Spouse	2016	May 15, 2017
Suntrust Business Money Market Performance (Firebird International LLC) Disclosed Asset	Bank Deposit	$500,001 - $1,000,000	Spouse	2016	May 15, 2017
Suntrust Business Checking (Firebird International LLC) Disclosed Asset	Bank Deposit	$15,001 - $50,000	Spouse	2016	May 15, 2017
SunTrust Solid Choice Banking Disclosed Asset	Bank Deposit	$1,001 - $15,000	Spouse	2016	May 15, 2017
SunTrust Advantage Money Market Account Disclosed Asset	Bank Deposit	$1,000,001 - $5,000,000	Spouse	2016	May 15, 2017
Scottrade Disclosed Asset	Bank Deposit	-	Spouse	2016	May 15, 2017
SPDR S&P 500 ETF Trust SPY	Mutual Funds, Mutual Fund	$50,001 - $100,000	Self	2016	May 15, 2017
BNY Mellon Sm/Md Cp Gr I SDSCX	Mutual Funds, Mutual Fund	$1,001 - $15,000	Spouse	2016	May 15, 2017
SCPB - SPDR Barclays Short Term Corp Bd ETF (NYSEArca) SCPB	Mutual Funds, Mutual Fund	$15,001 - $50,000	Self	2016	May 15, 2017
Republic Bank and Trust Disclosed Asset	Bank Deposit	$15,001 - $50,000	Self	2016	May 15, 2017
Real Property with Carriage House Rental Disclosed Asset	Real Estate, Residential	$1,000,001 - $5,000,000	Joint	2016	May 15, 2017
Victory RS Partners Fund Class Y RSPYX	Mutual Funds, Mutual Fund	$15,001 - $50,000	Spouse	2016	May 15, 2017
T. Rowe Price Mid-Cap Growth Fund RPMGX	Mutual Funds, Mutual Fund	$250,001 - $500,000	Spouse	2016	May 15, 2017
T. Rowe Price Science and Technology Fund PRSCX	Mutual Funds, Mutual Fund	$15,001 - $50,000	Spouse	2016	May 15, 2017
T. Rowe Price International Stock Fund PRITX	Mutual Funds, Mutual Fund	$50,001 - $100,000	Spouse	2016	May 15, 2017
PGDPX - Principal Global Div Inc P (NASDAQ) PGDPX	Mutual Funds, Mutual Fund	$1,001 - $15,000	Spouse	2016	May 15, 2017
PEQPX - Principal Equity Income P (NASDAQ) PEQPX	Mutual Funds, Mutual Fund	$50,001 - $100,000	Spouse	2016	May 15, 2017
PEQPX - Principal Equity Income P (NASDAQ) PEQPX	Mutual Funds, Mutual Fund	$15,001 - $50,000	Spouse	2016	May 15, 2017
T. Rowe Price Small-Cap Stock Fund OTCFX	Mutual Funds, Mutual Fund	$50,001 - $100,000	Spouse	2016	May 15, 2017
News Corp./phantom stock (Director Deferred Compensation) Disclosed Asset	Deferred Compensation	$250,001 - $500,000	Spouse	2016	May 15, 2017
Mitch IRA MLPA Disclosed Asset	Retirement Plans, IRA	-	Self	2016	May 15, 2017
Merrill Lynch Disclosed Asset	Bank Deposit	$15,001 - $50,000	Self	2016	May 15, 2017
MNNAX - Victory Munder Multi-Cap A Disclosed Asset	Trust, General Trust	$15,001 - $50,000	Self	2016	May 15, 2017
Victory Multi-Cap Fund Class A MNNAX	Mutual Funds, Mutual Fund	$1,001 - $15,000	Spouse	2016	May 15, 2017
JHIGX - JHancock International Growth R2 Disclosed Asset	Mutual Funds, Mutual Fund	$1,001 - $15,000	Spouse	2016	May 15, 2017
JDVPX - JHancock Disciplined Value R2 Disclosed Asset	Mutual Funds, Mutual Fund	$15,001 - $50,000	Spouse	2016	May 15, 2017
Ingersoll-Rand Restricted Stock Units (2016 Issue) Disclosed Asset	Other Securities	$100,001 - $250,000	Spouse	2016	May 15, 2017
Ingersoll-Rand Deferred Compensation Disclosed Asset	Deferred Compensation, Deferred Compensation - Other	-	Spouse	2016	May 15, 2017
iShares Russell 2000 ETF IWM	Mutual Funds, Mutual Fund	$15,001 - $50,000	Self	2016	May 15, 2017
Ingersoll Rand Inc IR	Corporate Securities, Stock	$50,001 - $100,000	Spouse	2016	May 15, 2017
American Funds The Growth Fund of America® Class F-2 GFFFX	Mutual Funds, Mutual Fund	$50,001 - $100,000	Spouse	2016	May 15, 2017
American Funds The Growth Fund of America® Class F-2 GFFFX	Mutual Funds, Mutual Fund	$15,001 - $50,000	Spouse	2016	May 15, 2017
First Eagle Gold Fund Class I FEGIX	Mutual Funds, Mutual Fund	$1,001 - $15,000	Spouse	2016	May 15, 2017
First Eagle Gold Fund Class I FEGIX	Mutual Funds, Mutual Fund	$1,001 - $15,000	Spouse	2016	May 15, 2017
Elaine L Chao Revocable Trust Disclosed Asset	Trust, General Trust	-	Spouse	2016	May 15, 2017
Delaware Diversified Income Fund Institutional Class DPFFX	Mutual Funds, Mutual Fund	$50,001 - $100,000	Spouse	2016	May 15, 2017
Delaware Diversified Income Fund Institutional Class DPFFX	Mutual Funds, Mutual Fund	$15,001 - $50,000	Spouse	2016	May 15, 2017
Bank of America Disclosed Asset	Bank Deposit	$1,001 - $15,000	Self	2016	May 15, 2017
A. Mitchell McConnell, Jr. Revocable Trust Disclosed Asset	Trust, General Trust	-	Self	2016	May 15, 2017
(Retirement) PREIX-T. Rowe Price Equity Index 500 (NASDAQ) Disclosed Asset	Mutual Funds, Mutual Fund	$100,001 - $250,000	Spouse	2016	May 15, 2017
(Retirement) Deutsch VSI Capital Growth - Mutual of America Disclosed Asset	Mutual Funds, Mutual Fund	$100,001 - $250,000	Spouse	2016	May 15, 2017
(Pension Trust) VFIAX-Vanguard 500 Index Admiral (NASDAQ) Disclosed Asset	Mutual Funds, Mutual Fund	$1,000,001 - $5,000,000	Spouse	2016	May 15, 2017
(IRA) VFIAX-Vanguard 500 Index Admiral (NASDAQ) Disclosed Asset	Mutual Funds, Mutual Fund	$100,001 - $250,000	Spouse	2016	May 15, 2017
(Heritage Foundation Retirement) WIIBX-Westcore Plus Bond Institutional Disclosed Asset	Mutual Funds, Mutual Fund	$1,001 - $15,000	Spouse	2016	May 15, 2017
(Heritage Foundation Retirement) VGSLX-Vanguard REIT Index Adm Disclosed Asset	Mutual Funds, Mutual Fund	$1,001 - $15,000	Spouse	2016	May 15, 2017
(Heritage Foundation Retirement) SWGXX - Schwab Government Money Fund - Disclosed Asset	Mutual Funds, Mutual Fund	-	Spouse	2016	May 15, 2017
(Heritage Foundation Retirement) SLASX-Selected American Shares S Disclosed Asset	Mutual Funds, Mutual Fund	$15,001 - $50,000	Spouse	2016	May 15, 2017
(Heritage Foundation Retirement) RSEIX-Royce Special Equity Instl Disclosed Asset	Mutual Funds, Mutual Fund	$1,001 - $15,000	Spouse	2016	May 15, 2017
(Heritage Foundation Retirement) PRMSX-T. Rowe Price Emerging Markets Stock Disclosed Asset	Mutual Funds, Mutual Fund	$1,001 - $15,000	Spouse	2016	May 15, 2017
(Heritage Foundation Retirement) OAKMX-Oakmark I Disclosed Asset	Mutual Funds, Mutual Fund	$1,001 - $15,000	Spouse	2016	May 15, 2017
(Heritage Foundation Retirement) LSBDX-Loomis Sayles Bond Instl Disclosed Asset	Mutual Funds, Mutual Fund	$1,001 - $15,000	Spouse	2016	May 15, 2017
(Heritage Foundation Retirement) FAIRX-Fairholme Disclosed Asset	Mutual Funds, Mutual Fund	$15,001 - $50,000	Spouse	2016	May 15, 2017
(Heritage Foundation Retirement) BARAX-Baron Asset Retail Disclosed Asset	Mutual Funds, Mutual Fund	$1,001 - $15,000	Spouse	2016	May 15, 2017
(Heritage Foundation Retirement) ARTKX-Artisan International Value Investor Disclosed Asset	Mutual Funds, Mutual Fund	$1,001 - $15,000	Spouse	2016	May 15, 2017
(Heritage Foundation 403(b)) SWGXX - Schwab Government Money Fund - Disclosed Asset	Mutual Funds, Mutual Fund	$100,001 - $250,000	Spouse	2016	May 15, 2017
( Heritage Foundation 403(b)) VFIAX-Vanguard 500 Index Admiral Disclosed Asset	Mutual Funds, Mutual Fund	$15,001 - $50,000	Spouse	2016	May 15, 2017

Showing 1 to 10 of 1132 disclosed holdings

TRADES

FILINGS

$161K

VOLUME

ISSUERS

Quarterly Trade Volume

Buy Sell

MOST TRADED ISSUERS

Wells Fargo & Company (12)

Tema Photonics & Optical ETF (2)

MOST TRADED SECTORS

Financials (12)

Consumer Discretionary (2)

Other (1)

Recent STOCK Act Disclosed Trades

Live registry of stock purchases, sales, and option exercises filed under the Congressional STOCK Act.

Traded Date	Type	Asset / Issuer	Disclosed Size	Filing Date	Filing Lag
1 Sept 2026	BUY	Wells Fargo & Company WFC	15K - 50K	21 Sept 2026	20 days
1 Jun 2026	BUY	Wells Fargo & Company WFC	1K - 15K	30 Jun 2026	29 days
1 Mar 2026	BUY	Wells Fargo & Company WFC	1K - 15K	19 Mar 2026	18 days
24 Dec 2025	SELL	Tema Photonics & Optical ETF LAZR	1K - 15K	13 Jan 2026	20 days
1 Dec 2025	BUY	Wells Fargo & Company WFC	1K - 15K	19 Dec 2025	18 days
1 Sept 2025	BUY	Wells Fargo & Company WFC	1K - 15K	12 Sept 2025	11 days
26 Jun 2025	SELL	Tema Photonics & Optical ETF LAZR	15K - 50K	7 Jul 2025	11 days
1 Jun 2025	BUY	Wells Fargo & Company WFC	1K - 15K	19 Jun 2025	18 days
3 Mar 2025	BUY	Wells Fargo & Company WFC	1K - 15K	12 Mar 2025	9 days
2 Dec 2024	BUY	Wells Fargo & Company WFC	1K - 15K	5 Jan 2025	33 days
1 Sept 2024	BUY	Wells Fargo & Company WFC	1K - 15K	16 Sept 2024	15 days
4 Jun 2024	BUY	Wells Fargo & Company WFC	1K - 15K	13 Jun 2024	9 days
5 Mar 2024	BUY	Wells Fargo & Company WFC	1K - 15K	19 Mar 2024	14 days
5 Dec 2023	BUY	Wells Fargo & Company WFC	1K - 15K	18 Dec 2023	13 days

Showing 1 to 20 of 50 disclosed trades

Frequently Asked Questions: Mitch McConnell Stock Portfolio

What is Mitch McConnell's estimated Net Worth in 2026?

Mitch McConnell's net worth is estimated at $70.69M based on official Congressional Financial Disclosures filed under the STOCK Act.

How are Mitch McConnell's financial disclosures tracked?

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

Is it legal for Mitch McConnell 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.