Morgan McGarvey — 2025 financial disclosure

2026-05-14 · Annual financial disclosures · U.S. Senate Electronic Financial Disclosure / U.S. House Clerk

Amendment status is not available for House filings. A filing listed here may since have been amended.

House filings are read from the House Clerk's PDF. On a candidate or new-filer report the income amounts print in two columns — current year to filing, and preceding year — and neither is shown here, because neither is the reporting period; the source document linked on this page has both. A row marked parse_unreliable may be misread; the source document is authoritative for it.

Report type	Annual
Filing year	2025
Chamber	house
Republic Bank Checking	$1,001 - $15,000 · None
Republic Bank Savings	$50,001 - $100,000 · None
Results By Design LLC	$1,001 - $15,000 · None
Series I Savings Bond	None · Interest · $1,001 - $2,500
Series I Savings Bond	None · Interest · $1,001 - $2,500
State of Kentucky Legislators Benefit Plan	Undetermined · None
Chris IRA Cash	None · Tax-Deferred
Global X U.S. Preferred ETF (PFFD)	None · Tax-Deferred
John Hancock Mortgage-Backed Securities ETF (JHMB)	None · Tax-Deferred
SPDR Index Shares Fund SPDR Portfolio Emerging Markets ETF (SPEM)	None · Tax-Deferred
SPDR Portfolio Developed World ex-US ETF (SPDW)	None · Tax-Deferred
SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB)	None · Tax-Deferred
SPDR Portfolio Intermediate Term Treasury ETF (SPTI)	None · Tax-Deferred
SPDR Portfolio Mortgage Backed Bond ETF (SPMB)	None · Tax-Deferred
SPDR Portfolio S&P 400 Mid Cap ETF (SPMD)	None · Tax-Deferred
SPDR Select Sector Fund - Financial (XLF)	None · Tax-Deferred
SPDR Select Sector Fund - Health Care (XLV)	None · Tax-Deferred
SPDR Select Sector Fund - Industrial (XLI)	None · Tax-Deferred
SPDR Select Sector Fund - Technology (XLK)	None · Tax-Deferred
SPDR Series Trust SPDR Portfolio S&P 500 Growth ETF (SPYG)	None · Tax-Deferred
State Street SPDR S&P 600 Small Cap Growth ETF (SLYG)	None · Tax-Deferred
The Communication Services Select Sector SPDR Fund (XLC)	None · Tax-Deferred
VictoryShares Free Cash Flow ETF (VFLO)	None · Tax-Deferred
VictoryShares Small Cap Free Cash Flow ETF (SFLO)	None · None
VictoryShares US Small Cap Volatility Wtd ETF (CSA)	None · Tax-Deferred
John Hancock Mortgage-Backed Securities ETF (JHMB)	$15,001 - $50,000 · Tax-Deferred
JP Morgan U.S. Govt Money Market Premier Cl (OGSXX)	$1,001 - $15,000 · Tax-Deferred
State Street SPDR Portfolio Developed World ex-US ETF (SPDW)	$50,001 - $100,000 · Tax-Deferred
State Street SPDR Portfolio Emerging Markets ETF (SPEM)	$15,001 - $50,000 · Tax-Deferred
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB)	$15,001 - $50,000 · Tax-Deferred
State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI)	$15,001 - $50,000 · Tax-Deferred
State Street SPDR Portfolio S&P 500 Growth ETF (SPYG)	$100,001 - $250,000 · Tax-Deferred
State Street SPDR S&P 600 Small Cap Growth ETF (SLYG)	$1,001 - $15,000 · Tax-Deferred
VictoryShares Free Cash Flow ETF (VFLO)	$100,001 - $250,000 · Tax-Deferred
VictoryShares Small Cap Free Cash Flow ETF (SFLO)	$15,001 - $50,000 · Tax-Deferred
Chris Roth Cash	$1,001 - $15,000 · Tax-Deferred
John Hancock Mortgage-Backed Securities ETF (JHMB)	$1,001 - $15,000 · Tax-Deferred
SPDR Index Shares Fund SPDR Portfolio Emerging Markets ETF (SPEM)	$1,001 - $15,000 · Tax-Deferred
SPDR Portfolio Developed World ex-US ETF (SPDW)	$1,001 - $15,000 · Tax-Deferred
SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB)	$1,001 - $15,000 · Tax-Deferred
…	95 more assets: every one is in the complete record on this filing's page

The complete record

Every field KeyVex holds for this filing, as its API serves it. Nothing is withheld here that the API sells.

party	Democrat
state	KY
office	Representative, KY-03
source	HOUSE_CLERK_FD
chamber	house
filing id	house-fd-10075970
report url	https://disclosures-clerk.house.gov/public_disc/financial-pdfs/2025/10075970.pdf
scraped at	2026-09-20T18:57:57.890Z
asset count	135
bioguide id	M001220
filing date	2026-05-14
filing year	2025
member last	McGarvey
member name	Morgan McGarvey
report type	Annual
member first	Morgan
content parsed	true
report subtype	Annual Report
state district	03
liability count	1

assets (135)

owner	ticker	location	asset name	asset type	row number	description	income type	value range	income range	asset subtype
JT	—	—	Republic Bank Checking	BA	1	—	None	$1,001 - $15,000	—	—
JT	—	—	Republic Bank Savings	BA	2	—	None	$50,001 - $100,000	—	—
SP	—	Louisville, KY, US	Results By Design LLC	OL	3	Consulting firm	None	$1,001 - $15,000	—	—
—	—	—	Series I Savings Bond	GS	4	Fully redeemed	Interest	None	$1,001 - $2,500	—
SP	—	—	Series I Savings Bond	GS	5	Fully redeemed	Interest	None	$1,001 - $2,500	—
—	—	—	State of Kentucky Legislators Benefit Plan	DB	6	—	None	Undetermined	—	—
SP	—	—	Chris IRA Cash	IH	7	—	Tax-Deferred	None	—	—
SP	—	—	Global X U.S. Preferred ETF (PFFD)	EF	8	—	Tax-Deferred	None	—	—
SP	—	—	John Hancock Mortgage-Backed Securities ETF (JHMB)	EF	9	Transferred to Chris Results by Design 401K	Tax-Deferred	None	—	—
SP	—	—	SPDR Index Shares Fund SPDR Portfolio Emerging Markets ETF (SPEM)	EF	10	Transferred to Chris Results by Design 401K	Tax-Deferred	None	—	—
SP	—	—	SPDR Portfolio Developed World ex-US ETF (SPDW)	EF	11	Transferred to Chris Results by Design 401K	Tax-Deferred	None	—	—
SP	—	—	SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB)	EF	12	Transferred to Chris Results by Design 401K	Tax-Deferred	None	—	—
SP	—	—	SPDR Portfolio Intermediate Term Treasury ETF (SPTI)	EF	13	Transferred to Chris Results by Design 401K	Tax-Deferred	None	—	—
SP	—	—	SPDR Portfolio Mortgage Backed Bond ETF (SPMB)	EF	14	—	Tax-Deferred	None	—	—
SP	—	—	SPDR Portfolio S&P 400 Mid Cap ETF (SPMD)	EF	15	—	Tax-Deferred	None	—	—
SP	—	—	SPDR Select Sector Fund - Financial (XLF)	EF	16	—	Tax-Deferred	None	—	—
SP	—	—	SPDR Select Sector Fund - Health Care (XLV)	EF	17	—	Tax-Deferred	None	—	—
SP	—	—	SPDR Select Sector Fund - Industrial (XLI)	EF	18	—	Tax-Deferred	None	—	—
SP	—	—	SPDR Select Sector Fund - Technology (XLK)	EF	19	—	Tax-Deferred	None	—	—
SP	—	—	SPDR Series Trust SPDR Portfolio S&P 500 Growth ETF (SPYG)	EF	20	Transferred to Chris Results by Design 401K	Tax-Deferred	None	—	—
SP	—	—	State Street SPDR S&P 600 Small Cap Growth ETF (SLYG)	EF	21	Transferred into Chris Results by Design 401K	Tax-Deferred	None	—	—
SP	—	—	The Communication Services Select Sector SPDR Fund (XLC)	EF	22	—	Tax-Deferred	None	—	—
SP	—	—	VictoryShares Free Cash Flow ETF (VFLO)	EF	23	Transferred to Chris Results by Design 401K	Tax-Deferred	None	—	—
SP	—	—	VictoryShares Small Cap Free Cash Flow ETF (SFLO)	EF	24	Transferred to Chris Results by Design 401K	None	None	—	—
SP	—	—	VictoryShares US Small Cap Volatility Wtd ETF (CSA)	EF	25	—	Tax-Deferred	None	—	—
SP	—	—	John Hancock Mortgage-Backed Securities ETF (JHMB)	EF	26	Transferred from Chris IRA and Chris SEP	Tax-Deferred	$15,001 - $50,000	—	—
SP	—	—	JP Morgan U.S. Govt Money Market Premier Cl (OGSXX)	BA	27	Transferred from Chris SEP	Tax-Deferred	$1,001 - $15,000	—	—
SP	—	—	State Street SPDR Portfolio Developed World ex-US ETF (SPDW)	EF	28	Transferred from Chris IRA and Chris SEP	Tax-Deferred	$50,001 - $100,000	—	—
SP	—	—	State Street SPDR Portfolio Emerging Markets ETF (SPEM)	EF	29	Transferred from Chris IRA and Chris SEP	Tax-Deferred	$15,001 - $50,000	—	—
SP	—	—	State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB)	EF	30	Transferred from Chris IRA and Chris SEP	Tax-Deferred	$15,001 - $50,000	—	—
SP	—	—	State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI)	EF	31	Transferred from Chris IRA and Chris SEP	Tax-Deferred	$15,001 - $50,000	—	—
SP	—	—	State Street SPDR Portfolio S&P 500 Growth ETF (SPYG)	EF	32	Transferred from Chris IRA and Chris SEP	Tax-Deferred	$100,001 - $250,000	—	—
SP	—	—	State Street SPDR S&P 600 Small Cap Growth ETF (SLYG)	EF	33	Transferred from Chris IRA and Chris SEP	Tax-Deferred	$1,001 - $15,000	—	—
SP	—	—	VictoryShares Free Cash Flow ETF (VFLO)	EF	34	Transferred from Chris IRA and Chris SEP	Tax-Deferred	$100,001 - $250,000	—	—
SP	—	—	VictoryShares Small Cap Free Cash Flow ETF (SFLO)	EF	35	Transferred from Chris IRA and Chris SEP	Tax-Deferred	$15,001 - $50,000	—	—
SP	—	—	Chris Roth Cash	IH	36	—	Tax-Deferred	$1,001 - $15,000	—	—
SP	—	—	John Hancock Mortgage-Backed Securities ETF (JHMB)	EF	37	—	Tax-Deferred	$1,001 - $15,000	—	—
SP	—	—	SPDR Index Shares Fund SPDR Portfolio Emerging Markets ETF (SPEM)	EF	38	—	Tax-Deferred	$1,001 - $15,000	—	—
SP	—	—	SPDR Portfolio Developed World ex-US ETF (SPDW)	EF	39	—	Tax-Deferred	$1,001 - $15,000	—	—
SP	—	—	SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB)	EF	40	—	Tax-Deferred	$1,001 - $15,000	—	—
SP	—	—	SPDR Portfolio Intermediate Term Treasury ETF (SPTI)	EF	41	—	Tax-Deferred	$1,001 - $15,000	—	—
SP	—	—	SPDR Portfolio Mortgage Backed Bond ETF (SPMB)	EF	42	—	Tax-Deferred	None	—	—
SP	—	—	SPDR Portfolio S&P 400 Mid Cap ETF (SPMD)	EF	43	—	Tax-Deferred	None	—	—
SP	—	—	SPDR Select Sector Fund - Financial (XLF)	EF	44	—	Tax-Deferred	None	—	—
SP	—	—	SPDR Select Sector Fund - Industrial (XLI)	EF	45	—	Tax-Deferred	None	—	—
SP	—	—	SPDR Select Sector Fund - Technology (XLK)	EF	46	—	Tax-Deferred	None	—	—
SP	—	—	SPDR Series Trust SPDR Portfolio S&P 500 Growth ETF (SPYG)	EF	47	—	Tax-Deferred	$1,001 - $15,000	—	—
SP	—	—	State Street SPDR S&P 600 Small Cap Growth ETF (SLYG)	EF	48	—	Tax-Deferred	$1,001 - $15,000	—	—
SP	—	—	The Communication Services Select Sector SPDR Fund (XLC)	EF	49	—	Tax-Deferred	None	—	—
SP	—	—	VictoryShares Free Cash Flow ETF (VFLO)	EF	50	—	Tax-Deferred	$1,001 - $15,000	—	—
SP	—	—	VictoryShares Small Cap Free Cash Flow ETF (SFLO)	EF	51	—	Tax-Deferred	$1,001 - $15,000	—	—
SP	—	—	VictoryShares US Small Cap Volatility Wtd ETF (CSA)	EF	52	—	Tax-Deferred	None	—	—
SP	—	—	Chris SEP Cash	IH	53	—	Tax-Deferred	None	—	—
SP	—	—	Global X U.S. Preferred ETF (PFFD)	EF	54	—	Tax-Deferred	None	—	—
SP	—	—	John Hancock Mortgage-Backed Securities ETF (JHMB)	EF	55	Transferred to Chris Results by Design 401K	Tax-Deferred	None	—	—
SP	—	—	JPMorgan US Government Money Market Fund (OGSXX)	BA	56	Transferred to Results by Design 401K	Tax-Deferred	None	—	—
SP	—	—	SPDR Index Shares Fund SPDR Portfolio Emerging Markets ETF (SPEM)	EF	57	Transferred to Chris Results by Design 401K	Tax-Deferred	None	—	—
SP	—	—	SPDR Portfolio Developed World ex-US ETF (SPDW)	EF	58	Transferred to Chris Results by Design 401K	Tax-Deferred	None	—	—
SP	—	—	SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB)	EF	59	Transferred to Chris Results by Design 401K	Tax-Deferred	None	—	—
SP	—	—	SPDR Portfolio Intermediate Term Treasury ETF (SPTI)	EF	60	Transferred to Chris Results by Design 401K	Tax-Deferred	None	—	—
SP	—	—	SPDR Portfolio Mortgage Backed Bond ETF (SPMB)	EF	61	—	Tax-Deferred	None	—	—
SP	—	—	SPDR Portfolio S&P 400 Mid Cap ETF (SPMD)	EF	62	—	Tax-Deferred	None	—	—
SP	—	—	SPDR Select Sector Fund - Financial (XLF)	EF	63	—	Tax-Deferred	None	—	—
SP	—	—	SPDR Select Sector Fund - Health Care (XLV)	EF	64	—	Tax-Deferred	None	—	—
SP	—	—	SPDR Select Sector Fund - Industrial (XLI)	EF	65	—	Tax-Deferred	None	—	—
SP	—	—	SPDR Select Sector Fund - Technology (XLK)	EF	66	—	Tax-Deferred	None	—	—
SP	—	—	SPDR Series Trust SPDR Portfolio S&P 500 Growth ETF (SPYG)	EF	67	Transferred to Chris Results by Design 401K	Tax-Deferred	None	—	—
SP	—	—	State Street SPDR S&P 600 Small Cap Growth ETF (SLYG)	EF	68	Transferred to Chris Results by Design 401K	Tax-Deferred	None	—	—
SP	—	—	The Communication Services Select Sector SPDR Fund (XLC)	EF	69	—	Tax-Deferred	None	—	—
SP	—	—	VictoryShares Free Cash Flow ETF (VFLO)	EF	70	Transferred to Chris Results by Design 401K	Tax-Deferred	None	—	—
SP	—	—	VictoryShares Small Cap Free Cash Flow ETF (SFLO)	EF	71	Transferred to Chris Results by Design 401K	Tax-Deferred	None	—	—
SP	—	—	VictoryShares US Small Cap Volatility Wtd ETF (CSA)	EF	72	—	Tax-Deferred	None	—	—
SP	—	—	HSA Cash Account	BA	73	—	None	$1,001 - $15,000	—	—
SP	—	—	Vanguard Target Retirement 2030 Fund (VTHRX)	MF	74	Purchases less than $1,000	None	$1,001 - $15,000	—	—
SP	—	—	BlackRock High Yield Bond Portfolio - Class A (BHYAX)	MF	75	—	Tax-Deferred	$1,001 - $15,000	—	—
SP	—	—	Columbia Fds Srs Tr,. Columbia MidCap Index Fund Class A (NTIAX)	MF	76	—	Tax-Deferred	$15,001 - $50,000	—	—
SP	—	—	Columbia Select Large Cap Value Fund Class A (SLVAX)	MF	77	—	Tax-Deferred	$15,001 - $50,000	—	—
SP	—	—	Invesco Stable Value Retirement Fund Class 1	OT	78	Stable Value Fund	Tax-Deferred	$1,001 - $15,000	—	—
SP	—	—	iShares S&P 500 Index Fund - Institutional (BSPIX)	MF	79	—	Tax-Deferred	$15,001 - $50,000	—	—
SP	—	—	MFS International Diversification Fund Class A (MDIDX)	MF	80	—	Tax-Deferred	$15,001 - $50,000	—	—
SP	—	—	Neuberger Berman Genesis Trust (NBGEX)	MF	81	—	Tax-Deferred	$1,001 - $15,000	—	—
SP	—	—	PGIM Total Return Bond Fund Class R4 (PDBSX)	MF	82	—	Tax-Deferred	$1,001 - $15,000	—	—
SP	—	—	PIMCO Income Fund Class A (PONAX)	MF	83	—	Tax-Deferred	$1,001 - $15,000	—	—
SP	—	—	Undiscovered Managers Behavioral Value Fund - R5 (UBVVX)	MF	84	—	Tax-Deferred	$1,001 - $15,000	—	—
JT	—	—	Global X U.S. Preferred ETF (PFFD)	EF	85	Full sale less than $1,000	None	None	—	—
JT	—	—	John Hancock Mortgage-Backed Securities ETF (JHMB)	EF	86	—	None	$1,001 - $15,000	—	—
JT	—	—	Joint Brokerage Cash	BA	87	—	None	$1,001 - $15,000	—	—
JT	—	—	SPDR Index Shares Fund SPDR Portfolio Emerging Markets ETF (SPEM)	EF	88	—	None	$1,001 - $15,000	—	—
JT	—	—	SPDR Portfolio Developed World ex-US ETF (SPDW)	EF	89	—	None	$1,001 - $15,000	—	—
JT	—	—	SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB)	EF	90	—	None	$1,001 - $15,000	—	—
JT	—	—	SPDR Portfolio Intermediate Term Treasury ETF (SPTI)	EF	91	Sales less than $1,000	Capital Gains, Dividends	$1,001 - $15,000	$201 - $1,000	—
JT	—	—	SPDR Portfolio Mortgage Backed Bond ETF (SPMB)	EF	92	—	None	None	—	—
JT	—	—	SPDR Portfolio S&P 400 Mid Cap ETF (SPMD)	EF	93	—	None	None	—	—
JT	—	—	SPDR Select Sector Fund - Financial (XLF)	EF	94	—	None	None	—	—
JT	—	—	SPDR Select Sector Fund - Health Care (XLV)	EF	95	—	None	None	—	—
JT	—	—	SPDR Select Sector Fund - Technology (XLK)	EF	96	—	None	None	—	—
JT	—	—	SPDR Series Trust SPDR Portfolio S&P 500 Growth ETF (SPYG)	EF	97	—	Capital Gains, Dividends	$1,001 - $15,000	$201 - $1,000	—
JT	—	—	State Street Communication Services Select Sector SPDR ETF (XLC)	EF	98	Appreciated over $1,000 in 2025	None	None	—	—
JT	—	—	State Street Industrial Select Sector SPDR ETF (XLI)	EF	99	Appreciated over $1,000 in 2025	None	None	—	—
JT	—	—	State Street SPDR S&P 600 Small Cap Growth ETF (SLYG)	EF	100	—	None	$1,001 - $15,000	—	—
JT	—	—	VictoryShares Free Cash Flow ETF (VFLO)	EF	101	—	None	$1,001 - $15,000	—	—
JT	—	—	VictoryShares Small Cap Free Cash Flow ETF (SFLO)	EF	102	—	None	$1,001 - $15,000	—	—
JT	—	—	VictoryShares US Small Cap Volatility Wtd ETF (CSA)	EF	103	—	None	None	—	—
JT	—	—	Insured Cash Account	BA	104	Transferred from Vanguard Brokerage	None	$1,001 - $15,000	—	—
JT	—	—	Vanguard S&P 500 Value ETF (VOOV)	EF	105	Transferred from Vanguard Brokerage	Dividends	$15,001 - $50,000	$201 - $1,000	—
JT	—	—	Vanguard Total World Stock Index ETF (VT)	EF	106	Transferred from Vanguard Brokerage	Dividends	$15,001 - $50,000	$201 - $1,000	—
—	—	—	Cash	BA	107	—	Tax-Deferred	$100,001 - $250,000	—	—
—	—	—	Global X U.S. Preferred ETF (PFFD)	EF	108	Full sale less than $1,000	Tax-Deferred	None	—	—
—	—	—	John Hancock Mortgage-Backed Securities ETF (JHMB)	EF	109	—	Tax-Deferred	$1,001 - $15,000	—	—
—	—	—	Morgan Roth Cash	IH	110	—	Tax-Deferred	$1,001 - $15,000	—	—
—	—	—	SPDR Index Shares Fund SPDR Portfolio Emerging Markets ETF (SPEM)	EF	111	—	Tax-Deferred	$1,001 - $15,000	—	—
—	—	—	SPDR Portfolio Developed World ex-US ETF (SPDW)	EF	112	—	Tax-Deferred	$1,001 - $15,000	—	—
—	—	—	SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB)	EF	113	—	Tax-Deferred	$1,001 - $15,000	—	—
—	—	—	SPDR Portfolio Intermediate Term Treasury ETF (SPTI)	EF	114	—	Tax-Deferred	$1,001 - $15,000	—	—
—	—	—	SPDR Portfolio Mortgage Backed Bond ETF (SPMB)	EF	115	—	Tax-Deferred	None	—	—
—	—	—	SPDR Portfolio S&P 400 Mid Cap ETF (SPMD)	EF	116	—	Tax-Deferred	None	—	—
—	—	—	SPDR Select Sector Fund - Financial (XLF)	EF	117	—	Tax-Deferred	None	—	—
—	—	—	SPDR Select Sector Fund - Health Care (XLV)	EF	118	—	Tax-Deferred	None	—	—
—	—	—	SPDR Select Sector Fund - Industrial (XLI)	EF	119	—	Tax-Deferred	None	—	—
—	—	—	SPDR Select Sector Fund - Technology (XLK)	EF	120	—	Tax-Deferred	None	—	—
—	—	—	SPDR Series Trust SPDR Portfolio S&P 500 Growth ETF (SPYG)	EF	121	—	Tax-Deferred	$15,001 - $50,000	—	—
—	—	—	State Street SPDR S&P 600 Small Cap Growth ETF (SLYG)	EF	122	—	Tax-Deferred	$1,001 - $15,000	—	—
—	—	—	The Communication Services Select Sector SPDR Fund (XLC)	EF	123	—	Tax-Deferred	None	—	—
—	—	—	VictoryShares Free Cash Flow ETF (VFLO)	EF	124	—	Tax-Deferred	$1,001 - $15,000	—	—
—	—	—	VictoryShares Small Cap Free Cash Flow ETF (SFLO)	EF	125	—	Tax-Deferred	$1,001 - $15,000	—	—
—	—	—	VictoryShares US Small Cap Volatility Wtd ETF (CSA)	EF	126	—	Tax-Deferred	None	—	—
DC	—	NY	Target Enrollment 2032	5F	127	—	Tax-Deferred	$50,001 - $100,000	—	—
DC	—	NY	Target Enrollment 2032	5F	128	—	Tax-Deferred	$50,001 - $100,000	—	—
DC	—	—	Microsoft Corporation - Common Stock (MSFT)	ST	129	Portfolio not managed by filer or filer’s spouse; holding gifted stock until child reaches age 18.	None	$15,001 - $50,000	—	—
DC	—	—	Microsoft Corporation - Common Stock (MSFT)	ST	130	Portfolio not managed by filer or filer’s spouse; holding gifted stock until child reaches age 18.	None	$15,001 - $50,000	—	—
DC	—	—	Microsoft Corporation - Common Stock (MSFT)	ST	131	Portfolio not managed by filer or filer’s spouse; holding gifted stock until child reaches age 18.	None	$15,001 - $50,000	—	—
JT	—	—	Vanguard Money Market Reserves Federal Money Market Fund (VMFXX)	MF	132	Transferred to LPL Joint Brokerage	Dividends	None	None	—
JT	—	—	Vanguard S&P 500 Value ETF (VOOV)	EF	133	Transferred to LPL Joint Brokerage	Dividends	None	None	—
JT	—	—	Vanguard Total World Stock Index ETF (VT)	EF	134	Transferred to LPL Joint Brokerage	None	None	—	—
—	—	—	Vanguard Target Retirement 2055 Fund (VFFVX)	MF	135	—	Tax-Deferred	None	—	—

liabilities (1)

debtor	comment	creditor	incurred	location	rate term	row number	amount range	liability type
SP	—	Republic Bank & Trust	December 2016	—	—	1	$100,001 - $250,000	Personal Mortgage

Original filing document