William R. Keating — 2025 financial disclosure
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 |
| Commonwealth of Mass. Retirement | Undetermined · Tax-Deferred |
| US Airways Retirement | Undetermined · Tax-Deferred |
| BlackRock Strategic Income Opportunities Portfolio - Institutional (BSIIX) | $15,001 - $50,000 · Dividends · $201 - $1,000 |
| BlackRock Strategic Income Opportunities Portfolio - Institutional (BSIIX) | $50,001 - $100,000 · Dividends · $2,501 - $5,000 |
| Ecofin Global Renewables Infrastructure Fund - Institutional Class (ECOIX) | $15,001 - $50,000 · Dividends · None |
| Fidelity Advisor Intermediate Municipal Income Fund: Class Z (FIQZX) | None · None |
| Fidelity Advisor International Small Cap Fund - Class Z (FIQIX) | $15,001 - $50,000 · Dividends · $1,001 - $2,500 |
| Fidelity Cash Reserves (FDRXX) | $15,001 - $50,000 · Interest · $201 - $1,000 |
| Fidelity Contra Fund (FCNTX) | $100,001 - $250,000 · Dividends · None |
| GMO U.S. Quality ETF (QLTY) | $1,001 - $15,000 · Dividends · $1 - $200 |
| GOEHRING & ROZENCWAJG RESOURCES FUND INSTITUTIONAL CL (GRHIX) | $15,001 - $50,000 · Dividends · $201 - $1,000 |
| Goldman Sachs High Yield Municipal Fd Inst Cl (GHYIX) | $15,001 - $50,000 · Dividends · $1,001 - $2,500 |
| iShares Core MSCI Total International Stock ETF (IXUS) | $15,001 - $50,000 · Dividends · $1,001 - $2,500 |
| iShares Morningstar Mid-Cap Value ETF (IMCV) | None · Dividends · $201 - $1,000 |
| iShares Morningstar Small-Cap Growth ETF (ISCG) | $50,001 - $100,000 · Dividends · $201 - $1,000 |
| iShares S&P 500 Value ETF (IVE) | $50,001 - $100,000 · Dividends · $1,001 - $2,500 |
| Mercer Non-US Core Equity Fund Class I (MNCSX) | $15,001 - $50,000 · Dividends · None |
| Neuberger Berman Long Short Fd Instl Cl (NLSIX) | $15,001 - $50,000 · Dividends · $1 - $200 |
| Oakmark Fund Advisor Class (OAYMX) | $1,001 - $15,000 · Dividends · $1 - $200 |
| State Street SPDR Portfolio Emerging Markets ETF (SPEM) | $1,001 - $15,000 · Dividends · $201 - $1,000 |
| Stone Ridge High Yield Reinsurance Risk Premium Fd Cl I (SHRIX) | $15,001 - $50,000 · Dividends · $2,501 - $5,000 |
| T. Rowe Price Mid-Cap Growth Fund - I Class (RPTIX) | $15,001 - $50,000 · Dividends · $1 - $200 |
| Touchstone Sands Capital Emerging Markets Growth Fund Institutional Class (TSEGX) | $15,001 - $50,000 · Dividends · $201 - $1,000 |
| VanEck High Yield Muni ETF (HYD) | $15,001 - $50,000 · Dividends · $1,001 - $2,500 |
| Vanguard Equity Income Fund Admiral Shares (VEIRX) | $50,001 - $100,000 · Dividends · $1,001 - $2,500 |
| Vanguard Intermediate-Term Tax-Exempt Fd Admiral Shs (VWIUX) | $100,001 - $250,000 · Dividends · $5,001 - $15,000 |
| Vanguard Tax-Exempt Bond ETF (VTEB) | $100,001 - $250,000 · Dividends · $5,001 - $15,000 |
| Abbvie Inc Note MAT 3/15/34 | $15,001 - $50,000 · Tax-Deferred |
| Accenture plc Class A Ordinary Shares (ACN) | $1,001 - $15,000 · Tax-Deferred |
| Airbnb, Inc. - Class A Common Stock (ABNB) | None · Tax-Deferred |
| Alphabet Inc. - Class A Common Stock (GOOGL) | $15,001 - $50,000 · Tax-Deferred |
| Amazon.com, Inc. - Common Stock (AMZN) | $15,001 - $50,000 · Tax-Deferred |
| American Homes 4 Rent Common Shares of Beneficial Interest (AMH) | $1,001 - $15,000 · Tax-Deferred |
| Aramark Common Stock (ARMK) | $1,001 - $15,000 · Tax-Deferred |
| AutoZone, Inc. Common Stock (AZO) | $1,001 - $15,000 · Tax-Deferred |
| Baird Aggregate Bond Fund Institutional Class (BAGIX) | $50,001 - $100,000 · Tax-Deferred |
| Baird Aggregate Bond Fund Institutional Class (BAGIX) | $50,001 - $100,000 · Tax-Deferred |
| Bank America Corp Ser M Mtn MAT 3/5/29 | $1,001 - $15,000 · Tax-Deferred |
| Bank America Corp SER N Mtn MAT 11/10/28 | $15,001 - $50,000 · Tax-Deferred |
| BJ's Wholesale Club Holdings, Inc. Common Stock (BJ) | $1,001 - $15,000 · Tax-Deferred |
| … | 76 more assets: every one is in the complete record on this filing's page |
The complete record
| party | Democrat |
| state | MA |
| office | Representative, MA-09 |
| source | HOUSE_CLERK_FD |
| chamber | house |
| filing id | house-fd-10078334 |
| report url | https://disclosures-clerk.house.gov/public_disc/financial-pdfs/2025/10078334.pdf |
| scraped at | 2026-08-17T10:31:20.291Z |
| asset count | 116 |
| bioguide id | K000375 |
| filing date | 2026-07-14 |
| filing year | 2025 |
| member last | Keating |
| member name | William R. Keating |
| report type | Annual |
| member first | William R. |
| content parsed | true |
| report subtype | Annual Report |
| state district | 09 |
| liability count | 0 |
assets (116)
| owner | ticker | location | asset name | asset type | row number | description | income type | value range | income range | asset subtype |
|---|---|---|---|---|---|---|---|---|---|---|
| — | — | — | Commonwealth of Mass. Retirement | PE | 1 | — | Tax-Deferred | Undetermined | — | — |
| SP | — | — | US Airways Retirement | PE | 2 | — | Tax-Deferred | Undetermined | — | — |
| JT | — | — | BlackRock Strategic Income Opportunities Portfolio - Institutional (BSIIX) | MF | 3 | — | Dividends | $15,001 - $50,000 | $201 - $1,000 | — |
| JT | — | — | BlackRock Strategic Income Opportunities Portfolio - Institutional (BSIIX) | MF | 4 | — | Dividends | $50,001 - $100,000 | $2,501 - $5,000 | — |
| JT | — | — | Ecofin Global Renewables Infrastructure Fund - Institutional Class (ECOIX) | MF | 5 | — | Dividends | $15,001 - $50,000 | None | — |
| JT | — | — | Fidelity Advisor Intermediate Municipal Income Fund: Class Z (FIQZX) | MF | 6 | — | None | None | — | — |
| JT | — | — | Fidelity Advisor International Small Cap Fund - Class Z (FIQIX) | MF | 7 | — | Dividends | $15,001 - $50,000 | $1,001 - $2,500 | — |
| JT | — | — | Fidelity Cash Reserves (FDRXX) | MF | 8 | — | Interest | $15,001 - $50,000 | $201 - $1,000 | — |
| JT | — | — | Fidelity Contra Fund (FCNTX) | MF | 9 | — | Dividends | $100,001 - $250,000 | None | — |
| JT | — | — | GMO U.S. Quality ETF (QLTY) | EF | 10 | — | Dividends | $1,001 - $15,000 | $1 - $200 | — |
| JT | — | — | GOEHRING & ROZENCWAJG RESOURCES FUND INSTITUTIONAL CL (GRHIX) | MF | 11 | — | Dividends | $15,001 - $50,000 | $201 - $1,000 | — |
| JT | — | — | Goldman Sachs High Yield Municipal Fd Inst Cl (GHYIX) | MF | 12 | — | Dividends | $15,001 - $50,000 | $1,001 - $2,500 | — |
| JT | — | — | iShares Core MSCI Total International Stock ETF (IXUS) | EF | 13 | — | Dividends | $15,001 - $50,000 | $1,001 - $2,500 | — |
| JT | — | — | iShares Morningstar Mid-Cap Value ETF (IMCV) | EF | 14 | — | Dividends | None | $201 - $1,000 | — |
| JT | — | — | iShares Morningstar Small-Cap Growth ETF (ISCG) | EF | 15 | — | Dividends | $50,001 - $100,000 | $201 - $1,000 | — |
| JT | — | — | iShares S&P 500 Value ETF (IVE) | EF | 16 | — | Dividends | $50,001 - $100,000 | $1,001 - $2,500 | — |
| JT | — | — | Mercer Non-US Core Equity Fund Class I (MNCSX) | MF | 17 | — | Dividends | $15,001 - $50,000 | None | — |
| JT | — | — | Neuberger Berman Long Short Fd Instl Cl (NLSIX) | MF | 18 | — | Dividends | $15,001 - $50,000 | $1 - $200 | — |
| JT | — | — | Oakmark Fund Advisor Class (OAYMX) | MF | 19 | — | Dividends | $1,001 - $15,000 | $1 - $200 | — |
| JT | — | — | State Street SPDR Portfolio Emerging Markets ETF (SPEM) | EF | 20 | — | Dividends | $1,001 - $15,000 | $201 - $1,000 | — |
| JT | — | — | Stone Ridge High Yield Reinsurance Risk Premium Fd Cl I (SHRIX) | MF | 21 | — | Dividends | $15,001 - $50,000 | $2,501 - $5,000 | — |
| JT | — | — | T. Rowe Price Mid-Cap Growth Fund - I Class (RPTIX) | MF | 22 | — | Dividends | $15,001 - $50,000 | $1 - $200 | — |
| JT | — | — | Touchstone Sands Capital Emerging Markets Growth Fund Institutional Class (TSEGX) | MF | 23 | — | Dividends | $15,001 - $50,000 | $201 - $1,000 | — |
| JT | — | — | VanEck High Yield Muni ETF (HYD) | EF | 24 | — | Dividends | $15,001 - $50,000 | $1,001 - $2,500 | — |
| JT | — | — | Vanguard Equity Income Fund Admiral Shares (VEIRX) | MF | 25 | — | Dividends | $50,001 - $100,000 | $1,001 - $2,500 | — |
| JT | — | — | Vanguard Intermediate-Term Tax-Exempt Fd Admiral Shs (VWIUX) | MF | 26 | — | Dividends | $100,001 - $250,000 | $5,001 - $15,000 | — |
| JT | — | — | Vanguard Tax-Exempt Bond ETF (VTEB) | EF | 27 | — | Dividends | $100,001 - $250,000 | $5,001 - $15,000 | — |
| — | — | — | Abbvie Inc Note MAT 3/15/34 | CS | 28 | Fixed Coupon | Tax-Deferred | $15,001 - $50,000 | — | — |
| — | — | — | Accenture plc Class A Ordinary Shares (ACN) | ST | 29 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Airbnb, Inc. - Class A Common Stock (ABNB) | ST | 30 | — | Tax-Deferred | None | — | — |
| — | — | — | Alphabet Inc. - Class A Common Stock (GOOGL) | ST | 31 | — | Tax-Deferred | $15,001 - $50,000 | — | — |
| — | — | — | Amazon.com, Inc. - Common Stock (AMZN) | ST | 32 | — | Tax-Deferred | $15,001 - $50,000 | — | — |
| — | — | — | American Homes 4 Rent Common Shares of Beneficial Interest (AMH) | ST | 33 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Aramark Common Stock (ARMK) | ST | 34 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | AutoZone, Inc. Common Stock (AZO) | ST | 35 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Baird Aggregate Bond Fund Institutional Class (BAGIX) | MF | 36 | — | Tax-Deferred | $50,001 - $100,000 | — | — |
| SP | — | — | Baird Aggregate Bond Fund Institutional Class (BAGIX) | MF | 37 | — | Tax-Deferred | $50,001 - $100,000 | — | — |
| — | — | — | Bank America Corp Ser M Mtn MAT 3/5/29 | CS | 38 | Floating Coupon | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Bank America Corp SER N Mtn MAT 11/10/28 | CS | 39 | Floating Coupon | Tax-Deferred | $15,001 - $50,000 | — | — |
| — | — | — | BJ's Wholesale Club Holdings, Inc. Common Stock (BJ) | ST | 40 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | BlackRock Strategic Income Opportunities Portfolio - Institutional (BSIIX) | MF | 41 | — | Tax-Deferred | $100,001 - $250,000 | — | — |
| — | — | — | CACI International, Inc. Class A Common Stock (CACI) | ST | 42 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Capital One Finl Corp Note MAT 10/30/31 | CS | 43 | Floating Coupon | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | CDW Corporation - Common Stock (CDW) | ST | 44 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Coca Cola Co Note MAT 5/13/34 | CS | 45 | Fixed Coupon | Tax-Deferred | $15,001 - $50,000 | — | — |
| — | — | — | Comcast Corp New Note Call Make Whole 4.25000% 10/15/2030 | CS | 46 | 20030ncu3 | Tax-Deferred | None | — | — |
| — | — | — | CoStar Group, Inc. - Common Stock (CSGP) | ST | 47 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| SP | — | — | Ecofin Global Renewables Infrastructure Fund - Institutional Class (ECOIX) | MF | 48 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Ecofin Global Renewables Infrastructure Fund - Institutional Class (ECOIX) | MF | 49 | — | Tax-Deferred | $15,001 - $50,000 | — | — |
| — | — | — | Elevance Health Inc. Note MAT 12/01/27 | CS | 50 | Fixed Coupon | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | EuroPacific Growth Fund - Class F-3 (FEUPX) | MF | 51 | — | Tax-Deferred | None | — | — |
| — | — | — | Fidelity 500 Index Fund (FXAIX) | MF | 52 | — | Tax-Deferred | $100,001 - $250,000 | — | — |
| — | — | — | Fidelity Advisor International Small Cap Fund - Class Z (FIQIX) | MF | 53 | — | Tax-Deferred | $50,001 - $100,000 | — | — |
| — | — | — | Fidelity Cash Reserves (FDRXX) | MF | 54 | — | Tax-Deferred | $50,001 - $100,000 | — | — |
| SP | — | — | Fidelity Cash Reserves (FDRXX) | MF | 55 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Fiserv, Inc. - Common Stock (FISV) | ST | 56 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | FullerThaler Behavioral Small-Cap Growth Fund Institutional Shares (FTXSX) | MF | 57 | — | Tax-Deferred | $50,001 - $100,000 | — | — |
| — | — | — | General MTRS Co Note MAT 10/15/32 | CS | 58 | Fixed Coupon | Tax-Deferred | $15,001 - $50,000 | — | — |
| — | — | — | GOEHRING & ROZENCWAJG RESOURCES FUND INSTITUTIONAL CL (GRHIX) | MF | 59 | — | Tax-Deferred | $15,001 - $50,000 | — | — |
| — | — | — | Goldman Sachs Group Inc Note 5.79800% 8/10/2026 Call Make Whole | CS | 60 | 38145gam2 | Tax-Deferred | None | — | — |
| — | — | — | Intercontinental Exchange Inc. Common Stock (ICE) | ST | 61 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Intuit Inc. - Common Stock (INTU) | ST | 62 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Intuitive Surgical, Inc. - Common Stock (ISRG) | ST | 63 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | iShares Core MSCI Total International Stock ETF (IXUS) | EF | 64 | — | Tax-Deferred | $15,001 - $50,000 | — | — |
| SP | — | — | iShares Core MSCI Total International Stock ETF (IXUS) | EF | 65 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Jacobs Solutions Inc. Common Stock (J) | ST | 66 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | JP Morgan Chase & Co. Common Stock (JPM) | ST | 67 | — | Tax-Deferred | $15,001 - $50,000 | — | — |
| — | — | — | JPMorgan Chase & Co Note MAT 7/24/29 | CS | 68 | Floating Coupon | Tax-Deferred | $15,001 - $50,000 | — | — |
| SP | — | — | KKR & Co. Inc. Common Stock (KKR) | ST | 69 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | KLA Corporation - Common Stock (KLAC) | ST | 70 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Lam Research Corporation - Common Stock (LRCX) | ST | 71 | — | Tax-Deferred | None | — | — |
| — | — | — | Linde plc - Ordinary Shares (LIN) | ST | 72 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Lowe's Companies, Inc. Common Stock (LOW) | ST | 73 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Lowes Cos Inc Note MAT 4/15/30 | CS | 74 | Fixed Coupon | Tax-Deferred | $15,001 - $50,000 | — | — |
| — | — | — | Mastercard Incorporated Common Stock (MA) | ST | 75 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | McKesson Corporation Common Stock (MCK) | ST | 76 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Mercer Non-US Core Equity Fund Class I (MNCSX) | MF | 77 | — | Tax-Deferred | $50,001 - $100,000 | — | — |
| — | — | — | Merck & Company, Inc. Common Stock (MRK) | ST | 78 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Meta Platforms Inc Note MAT 5/15/33 | CS | 79 | Fixed Coupon | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Microsoft Corp Note Call Make Whole 3.12500% 11/03/2025 | CS | 80 | 594918bj2 | Tax-Deferred | None | — | — |
| — | — | — | Microsoft Corporation - Common Stock (MSFT) | ST | 81 | — | Tax-Deferred | $15,001 - $50,000 | — | — |
| — | — | — | Moody's Corporation Common Stock (MCO) | ST | 82 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Morgan Stanley Ser I MTN MAT 10/18/33 | CS | 83 | Floating Coupon | Tax-Deferred | $15,001 - $50,000 | — | — |
| — | — | — | Neuberger Berman Long Short Fd Instl Cl (NLSIX) | MF | 84 | — | Tax-Deferred | $15,001 - $50,000 | — | — |
| SP | — | — | Neuberger Berman Long Short Fd Instl Cl (NLSIX) | MF | 85 | — | Tax-Deferred | $15,001 - $50,000 | — | — |
| — | — | — | Northrop Grumman Corporation Common Stock (NOC) | ST | 86 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Palo Alto Networks, Inc. (PANW) | ST | 87 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Pepsico Inc Note Call Make Whole 3.90000% 07/18/2032 | CS | 88 | 713448fm5 | Tax-Deferred | None | — | — |
| — | — | — | Pepsico, Inc. (PEP) | ST | 89 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | PNC Financial Services Group, Inc. (PNC) | ST | 90 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Procter & Gamble Company (PG) | ST | 91 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | QUALCOMM Incorporated - Common Stock (QCOM) | ST | 92 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | ServiceNow, Inc. Common Stock (NOW) | ST | 93 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Simon PPTY Group LP Note MAT 10/01/35 | CS | 94 | Fixed Coupon | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | State Street SPDR Portfolio Emerging Markets ETF (SPEM) | EF | 95 | — | Tax-Deferred | $15,001 - $50,000 | — | — |
| — | — | — | Stone Ridge High Yield Reinsurance Risk Premium Fd Cl I (SHRIX) | MF | 96 | — | Tax-Deferred | $15,001 - $50,000 | — | — |
| — | — | — | T Mobile USA Note MAT 2/1/28 | CS | 97 | Fixed Coupon | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | The Campbells Company Note MAT 3/21/34 | CS | 98 | Fixed Coupon | Tax-Deferred | $15,001 - $50,000 | — | — |
| — | — | — | The Hartford Strategic Income Fund Class F (HSNFX) | MF | 99 | — | Tax-Deferred | $50,001 - $100,000 | — | — |
| SP | — | — | The Hartford Strategic Income Fund Class F (HSNFX) | MF | 100 | — | Tax-Deferred | $15,001 - $50,000 | — | — |
| — | — | — | Thermo Fisher Scientific Inc Common Stock (TMO) | ST | 101 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | TJX Companies, Inc. (TJX) | ST | 102 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Touchstone Sands Capital Emerging Markets Growth Fund Institutional Class (TSEGX) | MF | 103 | — | Tax-Deferred | $50,001 - $100,000 | — | — |
| — | — | — | Transamerica Mid Cap Value Opportunities Fund Class I (MVTIX) | MF | 104 | — | Tax-Deferred | $15,001 - $50,000 | — | — |
| — | — | — | Transdigm Group Incorporated Common Stock (TDG) | ST | 105 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Union PAC Corp Note MAT 9/10/28 | CS | 106 | Fixed Coupon | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | United Rentals, Inc. Common Stock (URI) | ST | 107 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | UnitedHealth Group Incorporated Common Stock (UNH) | ST | 108 | — | Tax-Deferred | $1 - $1,000 | — | — |
| — | — | — | US Treas Bills MAT 1/06/26 | GS | 109 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| SP | — | — | Vanguard 500 Index Fd Admiral Shs (VFIAX) | MF | 110 | — | Tax-Deferred | $15,001 - $50,000 | — | — |
| — | — | — | Veeva Systems Inc. Class A Common Stock (VEEV) | ST | 111 | — | Tax-Deferred | None | — | — |
| — | — | — | Vertex Pharmaceuticals Incorporated - Common Stock (VRTX) | ST | 112 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Wells Fargo & Co Ser W MTN MAT 1/24/31 | CS | 113 | Floating Coupon | Tax-Deferred | $15,001 - $50,000 | — | — |
| — | — | — | Vanguard Balanced Index Fd Admiral Shs (VBIAX) | MF | 114 | — | Dividends | $50,001 - $100,000 | $201 - $1,000 | — |
| — | — | — | Vanguard Tax-Managed Fund Balanced Fund (VTMFX) | MF | 115 | — | Dividends | $15,001 - $50,000 | $201 - $1,000 | — |
| — | — | — | Vanugard Fed Money Market Fund | BA | 116 | — | Interest | $1,001 - $15,000 | None | — |
liabilities (0)
None listed.