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KeyVex publishes these public financial disclosure filings as news, free and without registration, under the news-media provision of 5 U.S.C. § 13107(c). Source documents are linked on every entry.

Belinda Keiser — 2026 financial disclosure

· 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 typeOther
Filing year2026
Chamberhouse
0730469 B.C. Ltd., 100% Interest$5,000,001 - $25,000,000 · Dividends, Interest, Rent
Aphrodite, LLC, 100% Interest$1,000,001 - $5,000,000 · Rent
Artemis Investments LLC, 100% Interest$1,000,001 - $5,000,000 · Rent
BAR Education, Inc., 86% Interest$5,000,001 - $25,000,000 · Tuition, Sales and Services of Educational Activit
Energy Transfer LP Series G, 1% Interest$1,001 - $15,000 · Guaranteed Payments
Everglades Management, Inc., 100% InterestNone · Management Fees
Fortune Cookie Park, Inc., 2% Interest$50,001 - $100,000 · Interest, Rent
Hercules Charleston, LLC, 100% Interest$1,000,001 - $5,000,000 · Rent
Los Olas Capital Real Estate Fund II, LLC, 21% Interest$1,000,001 - $5,000,000 · Interest, Rent
Manalapan Residence$5,000,001 - $25,000,000 · Rent
Metropolitan 8, LLC, 100% Interest$5,000,001 - $25,000,000 · Rent
Odin 123, LLC, 98% Interest$1,000,001 - $5,000,000 · Rent
Ourea Properties, LLC, 100% Interest$5,000,001 - $25,000,000 · Rent
Panama City Beach Residence$250,001 - $500,000 · Rent
Poseidon Charlotte Properties, LLC, 100% Interest$1,000,001 - $5,000,000 · Rent
Royal Bank of Canada$250,001 - $500,000 · Interest
Spectrum Investment Associates, LP, 96% Interest$1,000,001 - $5,000,000 · Capital Gains, Interest
Washington Residence$1,000,001 - $5,000,000 · Rent
Zues Properties, LLC, 98% Interest$5,000,001 - $25,000,000 · Rent
Orlando Residence (AEK Trust)$500,001 - $1,000,000 · Rent
Albertville Ala Brd Ed Sch Tax Wts$500,001 - $1,000,000 · Interest
Anchorage Alaska Go BdsNone · Interest
Appleton Wis Area Sch Dist$500,001 - $1,000,000 · Interest
Arkansas St Dev Fin Auth Rev$1,000,001 - $5,000,000 · Interest
Atlanta & Fulton Cnty Ga Rec Auth Rev$250,001 - $500,000 · Interest
Austin Tex Wtr & Wastewater Sys Rev$1,000,001 - $5,000,000 · Interest
Bank of America$500,001 - $1,000,000 · Interest
Bellaire Tex$100,001 - $250,000 · Interest
Brevard Cnty Fl Health Facs AuthNone · Interest
Brownsville Tex$500,001 - $1,000,000 · Interest
Brownsville Tex$500,001 - $1,000,000 · Interest
California St Var Purp GoNone · Interest
Clark Cnty Nv$250,001 - $500,000 · Interest
Clark Cnty Nv Arpt Rev$500,001 - $1,000,000 · Interest
Cleveland Utilities Auth$500,001 - $1,000,000 · Interest
Collins Cnty Tex$500,001 - $1,000,000 · Interest
Colorado Health Facs Auth Rev$1,000,001 - $5,000,000 · Interest
Colorado St Ctfs Partn$500,001 - $1,000,000 · Interest
Comal Cnty Tex Ltd Tax GoNone · Interest
Connecticut St$250,001 - $500,000 · Interest
…560 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—
stateFL
officeRepresentative, FL-22
sourceHOUSE_CLERK_FD
chamberhouse
filing idhouse-fd-10080050
report urlhttps://disclosures-clerk.house.gov/public_disc/financial-pdfs/2026/10080050.pdf
scraped at2026-08-10T10:30:32.595Z
asset count600
bioguide id—
filing date2026-07-09
filing year2026
member lastKeiser
member nameBelinda Keiser
report typeOther
member firstBelinda
content parsedtrue
report subtypeCandidate Report
state district22
liability count1
schedules truncatedtrue

assets (600)

ownertickerlocationasset nameasset typerow numberdescriptionincome typevalue rangeincome rangeasset subtype
JT——0730469 B.C. Ltd., 100% InterestOT10730469 B.C. Ltd. is a business incorporated in British Columbia, Canada. 0730469 B.C. Ltd. owns rental real estate in British Columbia, Canada and also owns marketable securities.Dividends, Interest, Rent$5,000,001 - $25,000,000——
JT—Columbia / Richland, SC, USAphrodite, LLC, 100% InterestOL2Rental Real EstateRent$1,000,001 - $5,000,000——
JT—Royal Palm Beach / Palm Beach, FL, USArtemis Investments LLC, 100% InterestOL3Rental Real EstateRent$1,000,001 - $5,000,000——
JT—Fort Lauderdale / Broward, FL, USBAR Education, Inc., 86% InterestOL4BAR Education, Inc. does business as Southeastern College in the states of Florida, South Carolina and North Carolina.Tuition, Sales and Services of Educational Activit$5,000,001 - $25,000,000——
JT—Dallas / Dallas, TX, USEnergy Transfer LP Series G, 1% InterestOL5Less than 1% Ownership Interest in Energy Transfer 7.125% Series G Fixed-Rate Cumulative Redeemable Perpetual Preferred UnitsGuaranteed Payments$1,001 - $15,000——
JT—Fort Lauderdale / Broward, FL, USEverglades Management, Inc., 100% InterestOL6Real Estate Management CompanyManagement FeesNone——
SP—West Melbourne / Brevard, FL, USFortune Cookie Park, Inc., 2% InterestOL7Rental Real EstateInterest, Rent$50,001 - $100,000——
JT—Charleston / Charleston, SC, USHercules Charleston, LLC, 100% InterestOL8Rental Real EstateRent$1,000,001 - $5,000,000——
JT—Fort Lauderdale / Broward, FL, USLos Olas Capital Real Estate Fund II, LLC, 21% InterestOL9Rental Real EstateInterest, Rent$1,000,001 - $5,000,000——
JT—Manalapan / Palm Beach, FL, USManalapan ResidenceRP10Rental Real EstateRent$5,000,001 - $25,000,000——
JT—Tallahassee / Leon, FL, USMetropolitan 8, LLC, 100% InterestOL11Rental Real EstateRent$5,000,001 - $25,000,000——
SP—Fort Lauderdale / Broward, FL, USOdin 123, LLC, 98% InterestOL12Rental AirplaneRent$1,000,001 - $5,000,000——
JT—Mountain Village / San Miguel, CO, USOurea Properties, LLC, 100% InterestOL13Rental Real EstateRent$5,000,001 - $25,000,000——
JT—Panama City Beach / Bay, FL, USPanama City Beach ResidenceRP14Rental Real EstateRent$250,001 - $500,000——
JT—Charlotte / Mecklenburg, NC, USPoseidon Charlotte Properties, LLC, 100% InterestOL15Rental Real EstateRent$1,000,001 - $5,000,000——
JT——Royal Bank of CanadaBA16—Interest$250,001 - $500,000——
JT—Fort Lauderdale / Broward, FL, USSpectrum Investment Associates, LP, 96% InterestOL17Investment Real EstateCapital Gains, Interest$1,000,001 - $5,000,000——
JT—Washington, DC / N/A, DC, USWashington ResidenceRP18Rental Real EstateRent$1,000,001 - $5,000,000——
SP—Fort Lauderdale / Broward, FL, USZues Properties, LLC, 98% InterestOL19Holiday Inn Express HotelRent$5,000,001 - $25,000,000——
SP—Orlando / Orange, FL, USOrlando Residence (AEK Trust)RP20—Rent$500,001 - $1,000,000——
JT——Albertville Ala Brd Ed Sch Tax WtsGS21—Interest$500,001 - $1,000,000——
JT——Anchorage Alaska Go BdsGS22—InterestNone——
JT——Appleton Wis Area Sch DistGS23—Interest$500,001 - $1,000,000——
JT——Arkansas St Dev Fin Auth RevGS24—Interest$1,000,001 - $5,000,000——
JT——Atlanta & Fulton Cnty Ga Rec Auth RevGS25—Interest$250,001 - $500,000——
JT——Austin Tex Wtr & Wastewater Sys RevGS26—Interest$1,000,001 - $5,000,000——
JT——Bank of AmericaBA27—Interest$500,001 - $1,000,000——
JT——Bellaire TexGS28—Interest$100,001 - $250,000——
JT——Brevard Cnty Fl Health Facs AuthGS29—InterestNone——
JT——Brownsville TexGS30—Interest$500,001 - $1,000,000——
JT——Brownsville TexGS31—Interest$500,001 - $1,000,000——
JT——California St Var Purp GoGS32—InterestNone——
JT——Clark Cnty NvGS33—Interest$250,001 - $500,000——
JT——Clark Cnty Nv Arpt RevGS34—Interest$500,001 - $1,000,000——
JT——Cleveland Utilities AuthGS35—Interest$500,001 - $1,000,000——
JT——Collins Cnty TexGS36—Interest$500,001 - $1,000,000——
JT——Colorado Health Facs Auth RevGS37—Interest$1,000,001 - $5,000,000——
JT——Colorado St Ctfs PartnGS38—Interest$500,001 - $1,000,000——
JT——Comal Cnty Tex Ltd Tax GoGS39—InterestNone——
JT——Connecticut StGS40—Interest$250,001 - $500,000——
JT——Connecticut StGS41—Interest$250,001 - $500,000——
JT——Connecticut St Go Bds Ser BGS42—InterestNone——
JT——Dallas Tex Combination Tax and RevGS43—InterestNone——
JT——Dallas Tex Indpt Sch DistGS44—Interest$1,000,001 - $5,000,000——
JT——Dallas Tex Wtrwks & Swr Sys RevGS45—InterestNone——
JT——Dekalb Cnty TennGS46—Interest$1,000,001 - $5,000,000——
JT——District ColumbiaGS47—Interest$500,001 - $1,000,000——
JT——District Columbia Hosp Rv Ref BdsGS48—InterestNone——
JT——Energy Northwest WA Elec RevGS49—Interest$500,001 - $1,000,000——
JT——FIMM Treasury Prt InstlOT50Non-Qualified US Government Interest Reported as DividendsDividendsNone——
JT——FIMM Trsy Only Prt InstlOT51Non-Qualified Domestic DividendsDividendsNone——
JT——Florida St Governmental Util Auth Util RevGS52—Interest$500,001 - $1,000,000——
JT——Georgetown Ky Wtr & Swr RevGS53—Interest$1,000,001 - $5,000,000——
JT——Georgetown TexGS54—Interest$1,000,001 - $5,000,000——
JT——Germantown Wis Sch Dist Go Sch BldgGS55—InterestNone——
JT——Great Lakes Wtr Auth Mich Sew Disp SysGS56—Interest$1,000,001 - $5,000,000——
JT——Greenwood Cnty Sc Hosp Rev FacGS57—Interest$1,000,001 - $5,000,000——
JT——Harris Cnty Tex Hosp Dist RevGS58—InterestNone——
JT——Hawaii StGS59—Interest$100,001 - $250,000——
JT——Highland Park Tex Indpt Scho DistGS60—Interest$1,000,001 - $5,000,000——
JT——Idaho Health Facs Auth RevGS61—Interest$1,000,001 - $5,000,000——
JT——Jobs Ohio Beverage Sys Ohio StatewideGS62—Interest$1,000,001 - $5,000,000——
JT——Kane Cnty Ill Cmnty Unit Scho DistGS63—Interest$1,000,001 - $5,000,000——
JT——Kansas City Mo Spl ObligGS64—Interest$500,001 - $1,000,000——
JT——Kentucky St Ppty & BldgsGS65—Interest$1,000,001 - $5,000,000——
JT——Las Vegas Nev Convention & VisitorsGS66—Interest$500,001 - $1,000,000——
JT——Louisiana St Ctzns Ppty Ins Rv RefGS67—InterestNone——
JT——Mahtomedi Minn Indpt Sch DisGS68—Interest$1,000,001 - $5,000,000——
JT——Maricopa Cnty Ariz Elem SchGS69—Interest$500,001 - $1,000,000——
JT——Maricopa Co Az Esd#2GS70—InterestNone——
JT——Massachusetts (Commenwealth of)GS71—Interest$500,001 - $1,000,000——
JT——McKinney Tex Wtrwks & SwrGS72—Interest$500,001 - $1,000,000——
JT——Metro Nsh Dvd Co Tn Elec RevGS73—InterestNone——
JT——Metropolitan Atlanta Rapid Transit AuthGS74—Interest$500,001 - $1,000,000——
JT——Minneapolis St Paul Mn Arpt Rv RevGS75—InterestNone——
JT——Minnesota StGS76—Interest$1,000,001 - $5,000,000——
JT——Missouri St Health & Edl FacsGS77—Interest$1,000,001 - $5,000,000——
JT——Missouri St Health & Edl FacsGS78—Interest$1,000,001 - $5,000,000——
JT——Municipal Elec Auth GaGS79—Interest$500,001 - $1,000,000——
JT——Nc Mpa No 1 Catawba Elec RevGS80—InterestNone——
JT——New Jersey Transsn Tr Fd AuthGS81—Interest$1,000,001 - $5,000,000——
JT——New Mexico Fin Auth StGS82—Interest$1,000,001 - $5,000,000——
JT——New Mexico StGS83—Interest$500,001 - $1,000,000——
JT——New York CityGS84—Interest$500,001 - $1,000,000——
JT——New York City Mun Wtr Fin AuthGS85—Capital Gains$500,001 - $1,000,000——
JT——New York City Transitional Finance AuthGS86—Interest$1,000,001 - $5,000,000——
JT——New York City Transitional Finance AuthGS87—Interest$500,001 - $1,000,000——
JT——New York Ny City Tfa RevGS88—InterestNone——
JT——New York St Dorm AuthGS89—Interest$1,000,001 - $5,000,000——
JT——New York St Dorm AuthGS90—Interest$1,000,001 - $5,000,000——
JT——North Slope Boro AlaskaGS91—Interest$500,001 - $1,000,000——
JT——Ohio St Dept Administrative Svcs Ctfs PartnGS92—Interest$500,001 - $1,000,000——
JT——Ohio St Dept Administrative Svcs Ctfs PartnGS93—Interest$500,001 - $1,000,000——
JT——Oregon St Dept Adminstrative Svcs LotteryGS94—Interest$1,000,001 - $5,000,000——
JT——Oregon St Dept Trans HwyGS95—Interest$1,000,001 - $5,000,000——
JT——Oxford Miss Sch Dist GoGS96—InterestNone——
JT——Pell City Ala Go WtsGS97—InterestNone——
JT——Phoenix Ariz Civic Impt Corp WastewaterGS98—Capital GainsNone——
JT——Pierce Co Wa Sch Dt#3GS99—InterestNone——
JT——Pittsburgh PaGS100—Interest$500,001 - $1,000,000——
JT——Prince Georges Cnty Md SplGS101—Interest$500,001 - $1,000,000——
JT——Rhode Island St & ProvidenceGS102—Interest$100,001 - $250,000——
JT——Rhode Island St & Providence PlantationsGS103—Interest$500,001 - $1,000,000——
JT——Richardson TexGS104—Interest$1,000,001 - $5,000,000——
JT——San AntonioGS105—Interest$1,000,001 - $5,000,000——
JT——Santa Fe Cnty N MexGS106—Interest$250,001 - $500,000——
JT——Seward Cnty Kans Uni Sch DistGS107—Interest$250,001 - $500,000——
JT——South Carolina St Pub Svc Auth RevGS108—InterestNone——
JT——Spring Independent School District Harris CntyGS109—Interest$500,001 - $1,000,000——
JT——St Charles Mo Sch DistGS110—Interest$1,000,001 - $5,000,000——
JT——The Indianapolis Local Public Imp BankGS111—Interest$1,000,001 - $5,000,000——
JT——Triborough Brdg & Tunl A Sr A RvGS112—Interest$500,001 - $1,000,000——
JT——Trinity River Auth Tex Ten Mile CreekGS113—Interest$100,001 - $250,000——
JT——United Indpt Sch Dist Tex Ultd TaxGS114—InterestNone——
JT——US Treas Bill Due 1/16/2025GS115—InterestNone——
JT——Waco Tex Indpt Sch Dist Unltd TaxGS116—InterestNone——
JT——Waseca Minn Indpt Sch DistGS117—Interest$1,000,001 - $5,000,000——
JT——West Des Moines IowaGS118—Interest$500,001 - $1,000,000——
SP——American Electric Power Company, Inc. (AEP)ST119—Dividends$50,001 - $100,000——
SP——Cisco Systems, Inc. - Common Stock (CSCO)ST120—Dividends$50,001 - $100,000——
SP——Constellation Energy Corporation - Common Stock When-Issued (CEG)ST121—Dividends$50,001 - $100,000——
SP——Exelon Corporation (EXC)ST122—Dividends$15,001 - $50,000——
SP——FIMM Treasury Prt InstlOT123Non-Qualified Domestic DividendsDividendsNone——
SP——FIMM Treasury Prt InstlOT124Non-Qualified US Government Interest Reported as DividendsDividendsNone——
SP——Invesco QQQ Trust, Series 1 (QQQ)EF125—Dividends$1,000,001 - $5,000,000——
SP——iShares Russell 1000 Growth Fund (IWF)EF126—Dividends$250,001 - $500,000——
SP——iShares U.S. Aerospace & Defense ETF (ITA)EF127—Dividends$100,001 - $250,000——
SP——JP Morgan Chase & Co. Common Stock (JPM)ST128—Dividends$100,001 - $250,000——
SP——Loomis Sayles Funds - Growth Fund Class Y (LSGRX)MF129—None$250,001 - $500,000——
SP——Loomis Sayles Growth Fd Cl N (LGRNX)MF130—Capital GainsNone——
SP——Merck & Company, Inc. Common Stock (MRK)ST131—Dividends$50,001 - $100,000——
SP——MFS Value Fund Class R6 (MEIKX)MF132—Dividends$250,001 - $500,000——
SP——MFS Value Fund Class R6 (MEIKX)MF133—Capital GainsNone——
SP——Microsoft Corporation - Common Stock (MSFT)ST134—Dividends$100,001 - $250,000——
SP——NextEra Energy, Inc. Common Stock (NEE)ST135—Dividends$50,001 - $100,000——
SP——Pfizer, Inc. Common Stock (PFE)ST136—Dividends$15,001 - $50,000——
SP——State Street Financial Select Sector SPDR ETF (XLF)EF137—Dividends$100,001 - $250,000——
SP——State Street Health Care Select Sector SPDR ETF (XLV)EF138—Dividends$100,001 - $250,000——
SP——State Street SPDR S&P 500 ETF Trust (SPY)EF139—Dividends$500,001 - $1,000,000——
SP——US Treas BondsGS140—InterestNone——
SP——US Treasury Note Due 10/31/2025GS141—InterestNone——
SP——US Treasury Note Due 7/31/2025GS142—InterestNone——
SP——Viatris Inc. - Common Stock (VTRS)ST143—Dividends$1,001 - $15,000——
——Orlando / Orange, FL, USOrlando Residence (BMK Trust)RP144—Rent$500,001 - $1,000,000——
SP——Capital Group 2020 Targt Date Ret Inc Sa, 100% InterestOT1452020 Target Retirement Income Separate AccountTax-Deferred$1,000,001 - $5,000,000——
SP——Putnam Stable Value Fund SA, 100% InterestOT146Stable Value Fund Separate AccountTax-Deferred$50,001 - $100,000——
———Capital Group 2025 Targt Date Ret Inc Sa, 100% InterestOT1472025 Target Date Retirement Income Separate AccountTax-Deferred$250,001 - $500,000——
———Capital Group 2030 Target Date Ret Sa, 100% InterestOT1482030 Target Date Retirement Separate AccountTax-Deferred$1,000,001 - $5,000,000——
JT——Abbott Laboratories Common Stock (ABT)ST149—Dividends$100,001 - $250,000——
JT——AbbVie Inc. Common Stock (ABBV)ST150—Dividends$250,001 - $500,000——
JT——Altria Group, Inc. (MO)ST151—Dividends$100,001 - $250,000——
JT——Ameren Corporation Common Stock (AEE)ST152—Dividends$250,001 - $500,000——
JT——American Electric Power Company, Inc. (AEP)ST153—Dividends$250,001 - $500,000——
JT——Archer-Daniels-Midland Company Common Stock (ADM)ST154—Dividends$100,001 - $250,000——
JT——AT&T Inc. (T)ST155—Dividends$50,001 - $100,000——
JT——Automatic Data Processing, Inc. - Common Stock (ADP)ST156—Dividends$250,001 - $500,000——
JT——Avangrid, Inc. Common Stock (AGR)ST157—DividendsNone——
JT——Avanos Medical, Inc. Common Stock (AVNS)ST158—Dividends$1,001 - $15,000——
JT——Bank of America N Charlotte NccdBA159—Interest$500,001 - $1,000,000——
JT——BCE, Inc. Common Stock (BCE)ST160—DividendsNone——
JT——BMW Bank of North America, 100% InterestBA161—Interest$500,001 - $1,000,000——
JT——Bristol-Myers Squibb Company Common Stock (BMY)ST162—Dividends$100,001 - $250,000——
JT——CenterPoint Energy, Inc (CNP)ST163—Dividends$100,001 - $250,000——
JT——Chevron Corporation Common Stock (CVX)ST164—Dividends$250,001 - $500,000——
JT——Coca-Cola Company (KO)ST165—Dividends$250,001 - $500,000——
JT——Colgate-Palmolive Company Common Stock (CL)ST166—Dividends$250,001 - $500,000——
JT——Connecticut StGS167—Interest$1,000,001 - $5,000,000——
JT——Delaware StGS168—Interest$500,001 - $1,000,000——
JT——Duke Energy Corporation (DUK)ST169—Dividends$500,001 - $1,000,000——
JT——Florida Hsg Fin Corp RevGS170—Interest$500,001 - $1,000,000——
JT——Franklin Municipal Income ETF (FTMU)EF171—Dividends$1,000,001 - $5,000,000——
JT——Garland TexGS172—InterestNone——
JT——Harford Cnty MGS173—InterestNone——
JT——Hillsborough CGS174—InterestNone——
JT——Horry Cnty S CGS175—InterestNone——
JT——Invesco Conservative Income Fund Class A (ICIVX)MF176—Dividends$1,000,001 - $5,000,000——
JT——Janesville WisGS177—Interest$1,000,001 - $5,000,000——
JT——Johnson & Johnson Common Stock (JNJ)ST178—Dividends$250,001 - $500,000——
JT——Kimberly-Clark Corporation Common Stock (KMB)ST179—Dividends$100,001 - $250,000——
JT——Lafayette La PGS180—InterestNone——
JT——Manufacturers And Traders Trust CoBA181—Interest$500,001 - $1,000,000——
JT——Maryland StGS182—Interest$1,000,001 - $5,000,000——
JT——Massachusetts Housing Finance AgencyGS183—Interest$500,001 - $1,000,000——
JT——McDonald's Corporation Common Stock (MCD)ST184—Dividends$100,001 - $250,000——
JT——Medtronic plc. Ordinary Shares (MDT)ST185—Dividends$100,001 - $250,000——
JT——Merrick BankBA186—Interest$500,001 - $1,000,000——
JT——Mesa Ariz Util Sys RevGS187—Interest$500,001 - $1,000,000——
JT——Middlesex Cnty N J Impt Aut RevGS188—Interest$250,001 - $500,000——
JT——Morgan Stanley Bank NaBA189—Interest$1,000,001 - $5,000,000——
JT——Morgan Stanley Private Bank NABA190—Interest$1,000,001 - $5,000,000——
JT——MSBNA Preferred SavingsBA191—Interest$1,000,001 - $5,000,000——
JT——MSBNA Preferred SavingsBA192—Interest$1,000,001 - $5,000,000——
JT——Nevada St Hwy Impt RevGS193—Interest$1,000,001 - $5,000,000——
JT——New York N YGS194—Interest$1,000,001 - $5,000,000——
JT——New York St Mtg Agy RevGS195—Interest$1,000,001 - $5,000,000——
JT——Northrop Grumman Corporation Common Stock (NOC)ST196—Dividends$100,001 - $250,000——
JT——Nuveen Intermediate Duration Municipal Bond Fund Class A (NMBAX)MF197—Interest$1,000,001 - $5,000,000——
JT——Nuveen Intermediate Duration Municipal Bond Fund Class A (NMBAX)MF198—InterestNone——
JT——OGE Energy Corp Common Stock (OGE)ST199—Dividends$100,001 - $250,000——
JT——Oneida Cnty N YGS200—Interest$1,000,001 - $5,000,000——
JT——Pennsylvania (Commonweath of)GS201—Interest$1,000,001 - $5,000,000——
JT——Pepsico, Inc. (PEP)ST202—Dividends$50,001 - $100,000——
JT——Pinnacle West Capital Corporation Common Stock (PNW)ST203—Dividends$250,001 - $500,000——
JT——Polk Cnty IowaGS204—Interest$500,001 - $1,000,000——
JT——PPL Corporation Common Stock (PPL)ST205—Dividends$100,001 - $250,000——
JT——Procter & Gamble Company (PG)ST206—Dividends$100,001 - $250,000——
JT——Public Service Enterprise Group Incorporated Common Stock (PEG)ST207—Dividends$100,001 - $250,000——
JT——Putnam Strategic Intermediate Municipal Fund Class A (PPNAX)MF208—Dividends$1,000,001 - $5,000,000——
JT——Putnam Strategic Intermediate Municipal Fund Class A (PPNAX)MF209—InterestNone——
JT——Putnam Tax Exempt Income Fund Class A (PTAEX)MF210—InterestNone——
JT——Putnam Tax Exempt Income Fund Class A (PTAEX)MF211—DividendsNone——
JT——Republic Services, Inc. Common Stock (RSG)ST212—Dividends$500,001 - $1,000,000——
JT——Round Rock Tex Util RevGS213—Interest$500,001 - $1,000,000——
JT——Shell PLC American Depositary Shares (SHEL)ST214—Dividends$15,001 - $50,000——
JT——Springfield Mo BeGS215—InterestNone——
JT——St Johns Cnty BeGS216—InterestNone——
JT——State of New YorkGS217—InterestNone——
JT——Tennessee Housing Development AgencyGS218—Interest$1,000,001 - $5,000,000——
JT——The City of NYGS219—InterestNone——
JT——The Magnum Ice Cream Company N.V. Ordinary Shares (MICC)ST220—None$1,001 - $15,000——
JT——Unilever PLC American Depositary Shares (UL)ST221—Dividends$100,001 - $250,000——
JT——United Parcel Service, Inc. Common Stock (UPS)ST222—DividendsNone——
JT——US Treas Bill Due 9/10/2026GS223—Interest$1,000,001 - $5,000,000——
JT——Verizon Communications Inc. Common Stock (VZ)ST224—Dividends$100,001 - $250,000——
JT——Waste Management, Inc. Common Stock (WM)ST225—Dividends$500,001 - $1,000,000——
JT——WEC Energy Group, Inc. Common Stock (WEC)ST226—Dividends$100,001 - $250,000——
JT——Wells Fargo Bank NABA227—Interest$1,000,001 - $5,000,000——
SP——Air Products and Chemicals, Inc. Common Stock (APD)ST228—Dividends$1,001 - $15,000——
SP——Airbus Group Unsponsored ADR (EADSY)ST229—Dividends$15,001 - $50,000——
SP——Allegion plc Ordinary Shares (ALLE)ST230—Capital Gains, DividendsNone——
SP——Alphabet Inc. - Class A Common Stock (GOOGL)ST231—Capital Gains, Dividends$15,001 - $50,000——
SP——Amazon.com, Inc. - Common Stock (AMZN)ST232—None$15,001 - $50,000——
SP——American Electric Power Company, Inc. (AEP)ST233—Dividends$15,001 - $50,000——
SP——American International Group, Inc. New Common Stock (AIG)ST234—Capital GainsNone——
SP——Apple Inc. - Common Stock (AAPL)ST235—Dividends$15,001 - $50,000——
SP——Applied Materials, Inc. - Common Stock (AMAT)ST236—Dividends$15,001 - $50,000——
SP——Arthur J. Gallagher & Co. Common Stock (AJG)ST237—Capital Gains, Dividends$1,001 - $15,000——
SP——AstraZeneca PLC - American Depositary Shares (AZN)ST238—DividendsNone——
SP——AT&T Inc. (T)ST239—Capital Gains, DividendsNone——
SP——AvalonBay Communities, Inc. Common Stock (AVB)ST240—Dividends$1,001 - $15,000——
SP——Baxter International Inc. Common Stock (BAX)ST241—Dividends$15,001 - $50,000——
SP——Becton, Dickinson and Company Common Stock (BDX)ST242—DividendsNone——
SP——BP p.l.c. Common Stock (BP)ST243—Dividends$15,001 - $50,000——
SP——Bristol-Myers Squibb Company Common Stock (BMY)ST244—DividendsNone——
SP——British American Tobacco Industries, p.l.c. Common Stock ADR (BTI)ST245—Capital Gains, Dividends$15,001 - $50,000——
SP——Capital One Financial Corporation Common Stock (COF)ST246—Capital Gains, Dividends$1,001 - $15,000——
SP——Cardinal Health, Inc. Common Stock (CAH)ST247—Capital Gains, Dividends$1,001 - $15,000——
SP——Caterpillar, Inc. Common Stock (CAT)ST248—Dividends$1,001 - $15,000——
SP——CDW Corporation - Common Stock (CDW)ST249—Capital Gains, Dividends$1,001 - $15,000——
SP——Charles Schwab Corporation (SCHW)ST250—Capital Gains, Dividends$15,001 - $50,000——
SP——Chevron Corporation Common Stock (CVX)ST251—Capital Gains, Dividends$1,001 - $15,000——
SP——Chubb Limited Common Stock (CB)ST252—Dividends$1,001 - $15,000——
SP——Cisco Systems, Inc. - Common Stock (CSCO)ST253—Capital Gains, Dividends$1,001 - $15,000——
SP——Citigroup, Inc. Common Stock (C)ST254—Capital Gains, Dividends$50,001 - $100,000——
SP——Citizens Financial Group, Inc. Common Stock (CFG)ST255—Dividends$1,001 - $15,000——
SP——CNH Industrial N.V. Common Shares (CNH)ST256—Capital Gains, DividendsNone——
SP——Cognizant Technology Solutions Corporation - Class A Common Stock (CTSH)ST257—Capital Gains, DividendsNone——
SP——Comcast Corporation - Class A Common Stock (CMCSA)ST258—DividendsNone——
SP——Constellation Brands, Inc. Common Stock (STZ)ST259—DividendsNone——
SP——Crown Castle Inc. Common Stock (CCI)ST260—DividendsNone——
SP——Crown Holdings, Inc. (CCK)ST261—Dividends$15,001 - $50,000——
SP——CSX Corporation (CSX)ST262—Dividends$1,001 - $15,000——
SP——CVS Health Corporation Common Stock (CVS)ST263—Capital Gains, Dividends$50,001 - $100,000——
SP——Danaher Corporation Common Stock (DHR)ST264—Dividends$1,001 - $15,000——
SP——DBA Sempra Common Stock (SRE)ST265—Capital Gains, DividendsNone——
SP——Dollar General Corporation Common Stock (DG)ST266—Capital Gains, Dividends$1,001 - $15,000——
SP——Dominion Energy, Inc. Common Stock (D)ST267—DividendsNone——
SP——DTE Energy Company Common Stock (DTE)ST268—Dividends$15,001 - $50,000——
SP——Edison International Common Stock (EIX)ST269—DividendsNone——
SP——Electronic Arts Inc. - Common Stock (EA)ST270—DividendsNone——
SP——Elevance Health, Inc. Common Stock (ELV)ST271—DividendsNone——
SP——Eli Lilly and Company Common Stock (LLY)ST272—Capital Gains, DividendsNone——
SP——Entergy Corporation Common Stock (ETR)ST273—Capital Gains, DividendsNone——
SP——Evergy, Inc. (EVRG)ST274—Dividends$15,001 - $50,000——
SP——Exelon Corporation - Common Stock (EXC)ST275—DividendsNone——
SP——FedEx Corporation Common Stock (FDX)ST276—Dividends$15,001 - $50,000——
SP——Fidelity National Financial, Inc. Common Stock (FNF)ST277—Dividends$1,001 - $15,000——
SP——Fidelity National Information Services, Inc. Common Stock (FIS)ST278—DividendsNone——
SP——First Citizens BancShares, Inc. - Class A Common Stock (FCNCA)ST279—Dividends$15,001 - $50,000——
SP——Fortive Corporation Common Stock (FTV)ST280—DividendsNone——
SP——Fortune Brands Innovations, Inc. Common Stock (FBIN)ST281—Dividends$1,001 - $15,000——
SP——Fox Corporation - Class A Common Stock (FOXA)ST282—Capital GainsNone——
SP——Freeport-McMoRan, Inc. Common Stock (FCX)ST283—Dividends$1,001 - $15,000——
SP——General Motors Company Common Stock (GM)ST284—Capital Gains, DividendsNone——
SP——Hasbro, Inc. - Common Stock (HAS)ST285—Dividends$15,001 - $50,000——
SP——Healthcare Realty Trust Incorporated Common Stock (HR)ST286—Dividends$1,001 - $15,000——
SP——Hess Corporation Common Stock (HES)ST287—DividendsNone——
SP——Hewlett Packard Enterprise Company Common Stock (HPE)ST288—Dividends$15,001 - $50,000——
SP——Home Depot, Inc. (HD)ST289—Dividends$15,001 - $50,000——
SP——Honeywell Aerospace Inc. - Common Stock (HONAV)ST290—None$1,001 - $15,000——
SP——Honeywell International Inc. (HON)ST291—Dividends$1,001 - $15,000——
SP——Host Hotels & Resorts, Inc. - Common Stock (HST)ST292—Dividends$1,001 - $15,000——
SP——HP Inc. Common Stock (HPQ)ST293—DividendsNone——
SP——Humana Inc. Common Stock (HUM)ST294—DividendsNone——
SP——Intercontinental Exchange Inc. Common Stock (ICE)ST295—Capital Gains, Dividends$1,001 - $15,000——
SP——International Flavors & Fragrances, Inc. Common Stock (IFF)ST296—Dividends$1,001 - $15,000——
SP——Johnson & Johnson Common Stock (JNJ)ST297—Dividends$1,001 - $15,000——
SP——Johnson Controls International plc Ordinary Share (JCI)ST298—Capital Gains, DividendsNone——
SP——JP Morgan Chase & Co. Common Stock (JPM)ST299—Capital Gains, Dividends$15,001 - $50,000——
SP——Keurig Dr Pepper Inc. (KDP)ST300—Dividends$15,001 - $50,000——
SP——Kimberly-Clark Corporation - Common Stock (KMB)ST301—DividendsNone——
SP——Koninklijke Philips Electronics NV Ordinary Shares (PHGFF)ST302—Capital Gains, DividendsNone——
SP——L3Harris Technologies, Inc. Common Stock (LHX)ST303—Capital Gains, Dividends$15,001 - $50,000——
SP——Labcorp Holdings Inc. Common Stock (LH)ST304—Capital Gains, DividendsNone——
SP——Lamb Weston Holdings, Inc. Common Stock (LW)ST305—DividendsNone——
SP——Lear Corporation Common Stock (LEA)ST306—Capital Gains, DividendsNone——
SP——Leidos Holdings, Inc. Common Stock (LDOS)ST307—DividendsNone——
SP——Lockheed Martin Corporation Common Stock (LMT)ST308—Dividends$1,001 - $15,000——
SP——LVMH Moet Hennessy Louis Vuitton Unsponsored American Depositary Receipt (LVMUY)ST309—Dividends$1,001 - $15,000——
SP——LyondellBasell Industries NV Ordinary Shares Class A (LYB)ST310—DividendsNone——
SP——Marathon Petroleum Corporation Common Stock (MPC)ST311—Dividends$1,001 - $15,000——
SP——Medtronic plc. Ordinary Shares (MDT)ST312—Capital Gains, Dividends$1,001 - $15,000——
SP——Merck & Company, Inc. Common Stock (MRK)ST313—Dividends$15,001 - $50,000——
SP——Meta Platforms, Inc. - Class A Common Stock (META)ST314—Dividends$15,001 - $50,000——
SP——Microchip Technology Incorporated - Common Stock (MCHP)ST315—DividendsNone——
SP——Micron Technology, Inc. - Common Stock (MU)ST316—Dividends$1,001 - $15,000——
SP——Microsoft Corporation - Common Stock (MSFT)ST317—Capital Gains, Dividends$50,001 - $100,000——
SP——Morgan Stanley Select UMABA318—Interest$50,001 - $100,000——
SP——Norfolk Southern Corporation Common Stock (NSC)ST319—Capital Gains, DividendsNone——
SP——PACCAR Inc. - Common Stock (PCAR)ST320—None$1,001 - $15,000——
SP——Pepsico, Inc. (PEP)ST321—Dividends$1,001 - $15,000——
SP——Pfizer, Inc. Common Stock (PFE)ST322—DividendsNone——
SP——PPG Industries, Inc. Common Stock (PPG)ST323—Dividends$15,001 - $50,000——
SP——Procter & Gamble Company (PG)ST324—Dividends$1,001 - $15,000——
SP——Rentokil Initial plc American Depositary Shares (RTO)ST325—Dividends$1,001 - $15,000——
SP——Restaurant Brands International Inc. Common Shares (QSR)ST326—Dividends$1,001 - $15,000——
SP——Rexford Industrial Realty, Inc. Common Stock (REXR)ST327—Dividends$1,001 - $15,000——
SP——RTX Corporation Common Stock (RTX)ST328—Capital Gains, DividendsNone——
SP——Sanofi - American Depositary Shares (SNY)ST329—DividendsNone——
SP——Shell PLC American Depositary Shares (SHEL)ST330—DividendsNone——
SP——Sony Group Corporation American Depositary Shares (SONY)ST331—Capital Gains, DividendsNone——
SP——SS&C Technologies Holdings, Inc. - Common Stock (SSNC)ST332—Capital Gains, DividendsNone——
SP——Stag Industrial, Inc. Common Stock (STAG)ST333—Dividends$1,001 - $15,000——
SP——State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL)EF334—DividendsNone——
SP——STMICROELECTRONICS (STMEF)ST335—Capital GainsNone——
SP——Sun Communities, Inc. Common Stock (SUI)ST336—Dividends$1,001 - $15,000——
SP——Suncor Energy Inc. Common Stock (SU)ST337—Capital GainsNone——
SP——Taiwan Semiconductor Manufacturing Company Ltd. (TSM)ST338—Capital Gains, Dividends$15,001 - $50,000——
SP——Teck Resources Ltd Ordinary Shares (TECK)ST339—Dividends$1,001 - $15,000——
SP——Texas Instruments Incorporated - Common Stock (TXN)ST340—Dividends$15,001 - $50,000——
SP——The Campbell's Company - Common Stock (CPB)ST341—DividendsNone——
SP——The Carlyle Group Inc. - Common Stock (CG)ST342—Capital Gains, Dividends$1,001 - $15,000——
SP——The Cigna Group Common Stock (CI)ST343—Capital GainsNone——
SP——The Kraft Heinz Company - Common Stock (KHC)ST344—DividendsNone——
SP——Union Pacific Corporation Common Stock (UNP)ST345—Dividends$1,001 - $15,000——
SP——UnitedHealth Group Incorporated Common Stock (UNH)ST346—Dividends$15,001 - $50,000——
SP——Vanguard Value ETF (VTV)EF347—Capital Gains, Dividends$100,001 - $250,000——
SP——Verizon Communications Inc. Common Stock (VZ)ST348—Capital Gains, Dividends$1,001 - $15,000——
SP——Visa Inc. (V)ST349—Capital Gains, DividendsNone——
SP——Walt Disney Company (DIS)ST350—Capital Gains, Dividends$1,001 - $15,000——
SP——Wells Fargo & Company Common Stock (WFC)ST351—Capital Gains, Dividends$15,001 - $50,000——
SP——WESCO International, Inc. Common Stock (WCC)ST352—Dividends$1,001 - $15,000——
SP——Western Digital Corporation - Common Stock (WDC)ST353—Dividends$15,001 - $50,000——
SP——Westinghouse Air Brake Technologies Corporation Common Stock (WAB)ST354—Capital GainsNone——
SP——Williams Companies, Inc. (WMB)ST355—Capital GainsNone——
———Mutual of America Interest Accumulation AccountFN356—Capital Gains$1,001 - $15,000——
JT——Addison TexGS357—InterestNone——
JT——American Mun Pwr OhGS358—InterestNone——
JT——American Mun Pwr OhGS359—InterestNone——
JT——Baltimore Md RevGS360—Interest$250,001 - $500,000——
JT——Bank Sweep - Charles Schwab BankBA361—Interest$15,001 - $50,000——
JT——Beeville TexGS362—Interest$250,001 - $500,000——
JT——Birmingham AlaGS363—Interest$100,001 - $250,000——
JT——Black Belt Energy GGS364—Interest$500,001 - $1,000,000——
JT——Bloomington Ind RedGS365—Interest$250,001 - $500,000——
JT——Blue Springs Mo SplGS366—Interest$1,000,001 - $5,000,000——
JT——Buffalo N Y Mun WtrGS367—InterestNone——
JT——California StGS368—Interest$500,001 - $1,000,000——
JT——Carmel Ind Loc PubGS369—Interest$500,001 - $1,000,000——
JT——Central Fla Expwy AGS370—Interest$100,001 - $250,000——
JT——Cheatam Cnty TennGS371—Interest$100,001 - $250,000——
JT——Clarke & Mobile CntGS372—Interest$100,001 - $250,000——
JT——Colorado Health FacGS373—Interest$500,001 - $1,000,000——
JT——Commonweath Fing AGS374—Interest$100,001 - $250,000——
JT——Connecticut St SplGS375—Interest$250,001 - $500,000——
JT——Corinth TexGS376—Interest$250,001 - $500,000——
JT——Dallas Fort Worth TGS377—Interest$500,001 - $1,000,000——
JT——DCGS378—Interest$250,001 - $500,000——
JT——Delaware Valley PGS379—Interest$50,001 - $100,000——
JT——El Paso TxGS380—Interest$100,001 - $250,000——
JT——Elkhart Lake WisGS381—Interest$250,001 - $500,000——
JT——Energy Northwest WAGS382—Interest$250,001 - $500,000——
JT——Evansville Ind Pk DGS383—Interest$500,001 - $1,000,000——
JT——Fishers Town HallGS384—Interest$500,001 - $1,000,000——
JT——Fort Pierce Fla UtiGS385—Interest$500,001 - $1,000,000——
JT——Gainesville Fla UtiGS386—Interest$250,001 - $500,000——
JT——Grand Prairie TexGS387—Interest$100,001 - $250,000——
JT——Great Lakes W Tr AutGS388—Interest$500,001 - $1,000,000——
JT——Great Lakes WtrGS389—Interest$250,001 - $500,000——
JT——Greenville Hosp SysGS390—Interest$500,001 - $1,000,000——
JT——Grey Fst Tex Gas SyGS391—Interest$250,001 - $500,000——
JT——Hamden ConnGS392—Interest$250,001 - $500,000——
JT——Harris Cnty TexGS393—Interest$250,001 - $500,000——
JT——Harris Cnty Tex MGS394—Interest$500,001 - $1,000,000——
JT——Heath TexGS395—Interest$250,001 - $500,000——
JT——Hendricks Cnty IndGS396—Interest$250,001 - $500,000——
JT——Hidalgo Cnty Tex DrGS397—Interest$250,001 - $500,000——
JT——Honolulu Hawaii CitGS398—Interest$500,001 - $1,000,000——
JT——Houston Tex Util SyGS399—Interest$500,001 - $1,000,000——
JT——Huntington W Va BldGS400—Interest$250,001 - $500,000——
JT——Idaho Hsg & Fin AssGS401—Interest$1,000,001 - $5,000,000——
JT——Indiana Fin Auth HeGS402—InterestNone——
JT——Invesco National AMT-Free Municipal Bond ETFo (PZA)EF403—Dividends$1,000,001 - $5,000,000——
JT——iShares High Yield Muni Active ETF (HIMU)EF404—Interest$500,001 - $1,000,000——
JT——Isle Wight Cnty VaGS405—Interest$500,001 - $1,000,000——
JT——Jacksonville Fla HeGS406—Interest$100,001 - $250,000——
JT——Jacksonville Fla PoGS407—Interest$500,001 - $1,000,000——
JT——Jefferson La SalesGS408—Interest$500,001 - $1,000,000——
JT——Kentucky St Mun PwrGS409—Interest$100,001 - $250,000——
JT——Lancaster Port AuthGS410—Interest$100,001 - $250,000——
JT——Lower Colo Riv AuthGS411—Interest$250,001 - $500,000——
JT——Lyon Cnty Kans PubGS412—Interest$250,001 - $500,000——
JT——Madison Wis Swr SysGS413—Interest$100,001 - $250,000——
JT——Madison Wis Swr SysGS414—Interest$250,001 - $500,000——
JT——Main Str Nat Gas InGS415—Interest$100,001 - $250,000——
JT——Main Str Nat Gas InGS416—Interest$500,001 - $1,000,000——
JT——Maine Mun Bd BkGS417—Interest$100,001 - $250,000——
JT——Massachusetts BaGS418—Interest$250,001 - $500,000——
JT——Massachusetts StGS419—Interest$500,001 - $1,000,000——
JT——Memphis-Shelby CntyGS420—Interest$250,001 - $500,000——
JT——Metropolitan Govt NGS421—Interest$500,001 - $1,000,000——
JT——Metropolitan NashviGS422—Interest$1,000,001 - $5,000,000——
JT——Metropolitan NashviGS423—Interest$1,000,001 - $5,000,000——
JT——Metropolitan TransnGS424—InterestNone——
JT——Miami-Dade Cnty FlaGS425—InterestNone——
JT——Michigan Fin Auth RGS426—Interest$15,001 - $50,000——
JT——Michigan Fin Auth RGS427—Interest$1,000,001 - $5,000,000——
JT——Midland TexGS428—Interest$500,001 - $1,000,000——
JT——Mississippi Dev BkGS429—Interest$250,001 - $500,000——
JT——Money Fund - Schwab Treasury Oblig MoBA430—Dividends$15,001 - $50,000——
JT——Mustang Spl Util DiGS431—Interest$500,001 - $1,000,000——
JT——Nassau Cnty N YGS432—Interest$50,001 - $100,000——
JT——New Jersey St Tpk AGS433—Interest$100,001 - $250,000——
JT——New Jersey St TransGS434—Interest$500,001 - $1,000,000——
JT——New York N YGS435—Interest$1,000,001 - $5,000,000——
JT——New York N YGS436—Interest$500,001 - $1,000,000——
JT——New York N Y City MGS437—Interest$1,000,001 - $5,000,000——
JT——New York N Y City TGS438—Interest$500,001 - $1,000,000——
JT——New York N Y City TGS439—Interest$250,001 - $500,000——
JT——Newport Tenn Elec SGS440—Interest$100,001 - $250,000——
JT——North Carolina StGS441—InterestNone——
JT——North Cent Tex CmntGS442—Interest$250,001 - $500,000——
JT——North Tex Mun WtrGS443—Interest$250,001 - $500,000——
JT——Oak Island N C EnteGS444—InterestNone——
JT——Ohio StGS445—Interest$250,001 - $500,000——
JT——Ohio St Hosp RevGS446—Interest$500,001 - $1,000,000——
JT——Ohio St Spl ObligGS447—Interest$250,001 - $500,000——
JT——Ohio St Wtr DevGS448—Interest$500,001 - $1,000,000——
JT——Oklahoma St Tpk AutGS449—Interest$100,001 - $250,000——
JT——Oklahoma St Wtr ResGS450—Interest$100,001 - $250,000——
JT——Omaha Pub Pwr DistGS451—Interest$100,001 - $250,000——
JT——Orange Cnty Fla HeaGS452—Interest$1,000,001 - $5,000,000——
JT——Orlando Fla Cap ImpGS453—Interest$250,001 - $500,000——
JT——Orlando Fla Cap ImpGS454—Interest$500,001 - $1,000,000——
JT——Oshkosh Wis Wtr RevGS455—Interest$250,001 - $500,000——
JT——Pennsylvania EconomGS456—Interest$100,001 - $250,000——
JT——Pennsylvania InfrasGS457—Interest$500,001 - $1,000,000——
JT——Pennsylvania StGS458—Interest$100,001 - $250,000——
JT——Pennsylvania St TpkGS459—InterestNone——
JT——Phildelphia Pa GasGS460—Interest$250,001 - $500,000——
JT——Plainfield Ind RedeGS461—Interest$250,001 - $500,000——
JT——Plano TexGS462—Interest$250,001 - $500,000——
JT——Plum Boro PaGS463—Interest$100,001 - $250,000——
JT——Polk Cnty Fla Pub FGS464—InterestNone——
JT——Port Bellingham WasGS465—Interest$250,001 - $500,000——
JT——Portland TexGS466—Interest$100,001 - $250,000——
JT——Portsmouth VaGS467—Interest$250,001 - $500,000——
JT——Raleigh N CGS468—Interest$100,001 - $250,000——
JT——San Antonio Tex EleGS469—Interest$500,001 - $1,000,000——
JT——San Antonio Tex EleGS470—InterestNone——
JT——Savannah Ga EconomiGS471—Interest$100,001 - $250,000——
JT——Southeast Energy AuGS472—Interest$250,001 - $500,000——
JT——Sugar Land Tex WtrwGS473—Interest$250,001 - $500,000——
JT——Sunnyvale TexGS474—Interest$250,001 - $500,000——
JT——Tallahassee Fla EneGS475—InterestNone——
JT——Tampa Fla Hosp RevGS476—Interest$500,001 - $1,000,000——
JT——Texas Transn CommnGS477—InterestNone——
JT——Thurston Cnty WashGS478—Interest$250,001 - $500,000——
JT——Travis Cnty TexGS479—Interest$100,001 - $250,000——
JT——Unicoi Cnty TennGS480—Interest$500,001 - $1,000,000——
JT——Upper Trinity ReglGS481—Interest$250,001 - $500,000——
JT——Virginia Beach Va DGS482—Interest$500,001 - $1,000,000——
JT——Viridian Mun Mgmt DGS483—Interest$500,001 - $1,000,000——
JT——Warren Cnty Ohio HeGS484—Interest$250,001 - $500,000——
JT——Warrior River Ala WGS485—Interest$500,001 - $1,000,000——
JT——Washington StGS486—InterestNone——
JT——Wayne Cnty Mich ArpGS487—Interest$100,001 - $250,000——
JT——West Palm Beach FlaGS488—Interest$500,001 - $1,000,000——
JT——West Va Pkwys AuthGS489—Interest$500,001 - $1,000,000——
JT——West Virginia Wtr DGS490—Interest$500,001 - $1,000,000——
JT——Abbott LaboratoriesCS491Corporate BondsInterest$15,001 - $50,000——
JT——AbbVie Inc. Common Stock (ABBV)ST492—Capital Gains, Dividends$15,001 - $50,000——
JT——Advent Health ObligGS493—Capital Gains, Interest$15,001 - $50,000——
JT——Allegheny Cnty PaGS494—Interest$1,001 - $15,000——
JT——Alphabet IncCS495Corporate BondsInterest$15,001 - $50,000——
JT——Alphabet Inc. - Class C Capital Stock (GOOG)ST496—Dividends$1,001 - $15,000——
JT——Amazon ComCS497Corporate BondsInterest$15,001 - $50,000——
JT——American Electric Power Company, Inc. (AEP)ST498—Capital Gains, Dividends$1,001 - $15,000——
JT——American ExpressCS499Corporate BondsInterest$15,001 - $50,000——
JT——AT&T Inc. (T)ST500—Dividends$1,001 - $15,000——
JT——Austin Tx WtrGS501—Capital Gains, InterestNone——
JT——Auto Data ProcessingCS502Corporate BondsInterest$1,001 - $15,000——
JT——Bank Nova ScotiaCS503Corporate BondsCapital Gains, Interest$15,001 - $50,000——
JT——Bank of AmericaCS504Corporate BondsInterest$15,001 - $50,000——
JT——Bank of America Corporation Common Stock (BAC)ST505—Capital Gains, DividendsNone——
JT——Bank of NY MellonCS506Corporate BondsInterest$1,001 - $15,000——
JT——Berkshire HathawayCS507Corporate BondsInterest$1,001 - $15,000——
JT——Bristol-Myers SqbCS508Corporate BondsCapital Gains, InterestNone——
JT——BroadcomCS509Corporate BondsInterest$15,001 - $50,000——
JT——Canadian Imper BkCS510Corporate BondsInterest$1,001 - $15,000——
JT——Caterpillar Fnl SvsCS511Corporate BondsInterest$1,001 - $15,000——
JT——Cherokee Cnty GaGS512—Interest$15,001 - $50,000——
JT——Chevron Corporation Common Stock (CVX)ST513—Capital Gains, Dividends$15,001 - $50,000——
JT——Cisco SystemsCS514Corporate BondsInterest$15,001 - $50,000——
JT——CitigroupCS515Corporate BondsInterest$15,001 - $50,000——
JT——City of HoustonGS516—Interest$15,001 - $50,000——
JT——Clark Cnty NvGS517—Interest$15,001 - $50,000——
JT——Coca-Cola Company (KO)ST518—Capital Gains, DividendsNone——
JT——Coco-Cola CoCS519Corporate BondsInterest$1,001 - $15,000——
JT——Colgate-Palmolive Company Common Stock (CL)ST520—Dividends$1,001 - $15,000——
JT——Columbia Banking System, Inc. - Common Stock (COLB)ST521—Dividends$15,001 - $50,000——
JT——Comcast CorpCS522Corporate BondsInterestNone——
JT——Comcast Corporation - Class A Common Stock (CMCSA)ST523—Dividends$1,001 - $15,000——
JT——Cummins Inc. Common Stock (CMI)ST524—Capital Gains, Dividends$15,001 - $50,000——
JT——CVS Health Corporation Common Stock (CVS)ST525—Dividends$15,001 - $50,000——
JT——Duke Energy CarolinCS526Corporate BondsInterest$1,001 - $15,000——
JT——Eaton CorpCS527Corporate BondsInterest$15,001 - $50,000——
JT——Eli LillyCS528Corporate BondsInterest$1,001 - $15,000——
JT——Emerson Electric Company Common Stock (EMR)ST529—Capital Gains, Dividends$1,001 - $15,000——
JT——Entergy Corporation Common Stock (ETR)ST530—Capital Gains, Dividends$15,001 - $50,000——
JT——Fairfax Cnty VaGS531—Interest$15,001 - $50,000——
JT——Florida Power LightGS532—Interest$1,001 - $15,000——
JT——Florida Power LightGS533Corporate BondsInterest$1,001 - $15,000——
JT——Florida Power LightGS534Corporate BondsInterest$1,001 - $15,000——
JT——General DynamicsCS535Corporate BondsInterest$1,001 - $15,000——
JT——Georgia PowerGS536—Interest$1,001 - $15,000——
JT——Gilead Sciences, Inc. - Common Stock (GILD)ST537—Dividends$1,001 - $15,000——
JT——Glendale AzGS538—Capital Gains, InterestNone——
JT——Goldman SachsCS539Corporate BondsInterest$15,001 - $50,000——
JT——Harris Cnty TexGS540—Interest$1,001 - $15,000——
JT——Hasbro, Inc. - Common Stock (HAS)ST541—Dividends$1,001 - $15,000——
JT——Hawaii StGS542—InterestNone——
JT——Hawaii StGS543—InterestNone——
JT——Home DepotCS544Corporate BondsInterestNone——
JT——Honeywell International Inc. (HON)ST545—Dividends$1,001 - $15,000——
JT——Houston Tx Indpt SdGS546—InterestNone——
JT——International Business Machines Corporation Common Stock (IBM)ST547—Capital Gains, DividendsNone——
JT——Johnson & Johnson Common Stock (JNJ)ST548—Capital Gains, Dividends$1,001 - $15,000——
JT——JP Morgan ChaseCS549Corporate BondsInterest$1,001 - $15,000——
JT——JP Morgan Chase & Co. Common Stock (JPM)ST550—Capital Gains, Dividends$15,001 - $50,000——
JT——Kenvue Inc.CS551Corporate BondsInterest$1,001 - $15,000——
JT——Kimberly-ClarkCS552Corporate BondsInterest$1,001 - $15,000——
JT——Lazard, Inc. Common Stock (LAZ)ST553—Capital Gains, DividendsNone——
JT——Leander Tx Ind Sch DistGS554—Interest$1,001 - $15,000——
JT——Linde plc - Ordinary Shares (LIN)ST555—Capital Gains, Dividends$1,001 - $15,000——
JT——Los Angeles Ca Dpt WtrGS556—InterestNone——
JT——Manulife FinancialCS557Corporate BondsInterestNone——
JT——McDonald's Corporation Common Stock (MCD)ST558—Dividends$1,001 - $15,000——
JT——Medtronic plc. Ordinary Shares (MDT)ST559—Dividends$1,001 - $15,000——
JT——Merck & Company, Inc. Common Stock (MRK)ST560—DividendsNone——
JT——Merck and CoCS561Corporate BondsInterest$1,001 - $15,000——
JT——Met Govt Nashville TnGS562—InterestNone——
JT——Meta PlatformsCS563Corporate BondsInterest$1,001 - $15,000——
JT——MetLife, Inc. Common Stock (MET)ST564—Capital Gains, Dividends$15,001 - $50,000——
JT——Metro Water RecGS565—Interest$15,001 - $50,000——
JT——Microchip Technology Incorporated - Common Stock (MCHP)ST566—Dividends$15,001 - $50,000——
JT——Microsoft CorpCS567Corporate BondsCapital Gains, InterestNone——
JT——Missouri St HealthGS568—Interest$1,001 - $15,000——
JT——Mondelez International, Inc. - Class A Common Stock (MDLZ)ST569—Dividends$1,001 - $15,000——
JT——Morgan StanleyCS570Corporate BondsInterest$15,001 - $50,000——
JT——Nexstar Media Group, Inc. - Common Stock (NXST)ST571—Dividends$1,001 - $15,000——
JT——NextEra Energy, Inc. Common Stock (NEE)ST572—DividendsNone——
JT——NiSource Inc Common Stock (NI)ST573—Capital Gains, Dividends$1,001 - $15,000——
JT——Nutrien Ltd. Common Shares (NTR)ST574—DividendsNone——
JT——NVIDIA Corporation - Common Stock (NVDA)ST575—None$1,001 - $15,000——
JT——Omaha Ne Go BdsGS576—Interest$15,001 - $50,000——
JT——Owensboro KyGS577—Interest$15,001 - $50,000——
JT——Pepsico IncCS578Corporate BondsInterest$15,001 - $50,000——
JT——Philip Morris International Inc Common Stock (PM)ST579—Capital Gains, Dividends$1,001 - $15,000——
JT——Pinnacle West Capital Corporation Common Stock (PNW)ST580—Dividends$1,001 - $15,000——
JT——PNC Financial Services Group, Inc. (PNC)ST581—Capital GainsNone——
JT——Procter and GambleCS582Corporate BondsInterest$1,001 - $15,000——
JT——Prologis, Inc. Common Stock (PLD)ST583—Dividends$1,001 - $15,000——
JT——Raytheon Company (RTN)ST584—Capital GainsNone——
JT——Royal Bank of CanadaCS585Corporate BondsInterest$1,001 - $15,000——
JT——Salt Lake City UtGS586—Interest$1,001 - $15,000——
JT——Scotts Miracle-Gro Company (SMG)ST587—Dividends$1,001 - $15,000——
JT——Scotts Miracle-Gro Company (SMG)ST588—Dividends$1,001 - $15,000——
JT——Shell Intl FinCS589Corporate BondsInterestNone——
JT——State of WashingtonGS590—Interest$1,001 - $15,000——
JT——State StreetCS591Corporate BondsInterest$15,001 - $50,000——
JT——TD Bank Deposit SweepBA592—Interest$100,001 - $250,000——
JT——Tomball Tx Ind SchGS593—InterestNone——
JT——Tomball Tx Ind SchGS594—InterestNone——
JT——Toro Company (TTC)ST595—Dividends$1,001 - $15,000——
JT——Total Cap Intl SaCS596Corporate BondsInterest$15,001 - $50,000——
JT——Toyota MotorCS597Corporate BondsInterest$1,001 - $15,000——
JT——Truist FinlCS598Corporate BondsInterest$15,001 - $50,000——
JT——Tulsa Cnty Ok Indl AutGS599—InterestNone——
JT——United Parcel Service, Inc. Common Stock (UPS)ST600—DividendsNone——

liabilities (1)

debtorcommentcreditorincurredlocationrate termrow numberamount rangeliability type
JT—The Charles Schwab CorporationJune 2019——1$500,001 - $1,000,000Margin Loan

Original filing document