Elizabeth Fletcher — 2025 financial disclosure

2026-08-09 · 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
Brazos Bookstore LLC	$1,001 - $15,000 · Passive · $201 - $1,000
Cash Balance Plan (AZA)	$15,001 - $50,000 · None
Defined Benefit Plan (Jones Day)	Undetermined · None
Fletcher Held, PLLC, 100% Interest	Spouse/DC Over $1,000,000 · None
Talcott Resolution Life Insurance Company	$15,001 - $50,000 · None
Fidelity 500 Index Fund (FXAIX)	$1,001 - $15,000 · Tax-Deferred
Fidelity Contra Fund (FCNTX)	$1,001 - $15,000 · Tax-Deferred
Fidelity Overseas Fund (FOSFX)	$1,001 - $15,000 · Tax-Deferred
Macquarie Value Fund Institutional (DDVIX)	$1,001 - $15,000 · Tax-Deferred
Chase Bank Accounts	$100,001 - $250,000 · Interest · $1 - $200
Frost Bank Accounts	$100,001 - $250,000 · Interest · $201 - $1,000
Wells Fargo Accounts	$50,001 - $100,000 · Interest · $1 - $200
Baird SH TM Bond IS (BSBIX)	$15,001 - $50,000 · Tax-Deferred
Causeway International Value Fund - Institutional Class (CIVIX)	$15,001 - $50,000 · Tax-Deferred
FDIC Insured Deposit at Fifth Third IRA	$1,001 - $15,000 · Tax-Deferred
FDIC Insured Deposit at Morgan Stanley IRA	$100,001 - $250,000 · Tax-Deferred
FID 500 Index Fund	$100,001 - $250,000 · Tax-Deferred
FID Contrafund	$50,001 - $100,000 · Tax-Deferred
FID Overseas	$15,001 - $50,000 · Tax-Deferred
FID Real Estate Invs	$1,001 - $15,000 · Tax-Deferred
FID Ret Govt MM (SPAXX)	$1 - $1,000 · Tax-Deferred
Fidelity Small Cap Growth Fund (FCPGX)	$15,001 - $50,000 · Tax-Deferred
Prmcp ODY Aggr Grth	$15,001 - $50,000 · Tax-Deferred
WA Core Bond I (WATFX)	$15,001 - $50,000 · Tax-Deferred
Columbia EM Core ex-China ETF (XCEM)	$1,001 - $15,000 · Capital Gains, Dividends · $1,001 - $2,500
Fidelity 500 Index Fund (FXAIX)	$15,001 - $50,000 · Dividends · $201 - $1,000
Fidelity Advisor Intermediate Municipal Income Fund: Class Z (FIQZX)	$15,001 - $50,000 · Dividends · $1,001 - $2,500
Fidelity Advisor Municipal Income Fund: Class Z (FIWEX)	$15,001 - $50,000 · Dividends · $1,001 - $2,500
Fidelity Cash Reserves (FDRXX)	$1,001 - $15,000 · Dividends · $201 - $1,000
iShares Core MSCI Emerging Markets ETF (IEMG)	None · Capital Gains · $2,501 - $5,000
iShares Core MSCI Total International Stock ETF (IXUS)	$100,001 - $250,000 · Dividends · $2,501 - $5,000
iShares Morningstar Small-Cap Growth ETF (ISCG)	$1 - $1,000 · Dividends · $1 - $200
iShares Morningstar Small-Cap Growth ETF (ISCG)	$1 - $1,000 · Dividends · $1 - $200
iShares MSCI EAFE ETF (EFA)	$1,001 - $15,000 · Dividends · $201 - $1,000
iShares MSCI EAFE Growth ETF (EFG)	None · Capital Gains · $2,501 - $5,000
iShares MSCI Emerging Markets ex China ETF (EMXC)	$15,001 - $50,000 · Dividends · $201 - $1,000
iShares MSCI USA Quality Factor ETF (QUAL)	$100,001 - $250,000 · Dividends · $1,001 - $2,500
iShares National Muni Bond ETF (MUB)	None · Capital Gains, Dividends · $1 - $200
iShares Russell 1000 ETF (IWB)	$100,001 - $250,000 · Dividends · $1,001 - $2,500
iShares Russell 2000 Value ETF (IWN)	None · Capital Gains, Dividends · $5,001 - $15,000
…	137 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	TX
office	Representative, TX-07
source	HOUSE_CLERK_FD
chamber	house
filing id	house-fd-10076222
report url	https://disclosures-clerk.house.gov/public_disc/financial-pdfs/2025/10076222.pdf
scraped at	2026-08-31T10:31:24.314Z
asset count	177
bioguide id	F000468
filing date	2026-08-09
filing year	2025
member last	Fletcher
member name	Elizabeth Fletcher
report type	Annual
member first	Elizabeth
content parsed	true
report subtype	Annual Report
state district	07
liability count	1

assets (177)

owner	ticker	location	asset name	asset type	row number	description	income type	value range	income range	asset subtype
JT	—	—	Brazos Bookstore LLC	PS	1	Own less than 2% of stock in local bookstore	Passive	$1,001 - $15,000	$201 - $1,000	—
—	—	—	Cash Balance Plan (AZA)	PE	2	—	None	$15,001 - $50,000	—	—
JT	—	—	Defined Benefit Plan (Jones Day)	PE	3	—	None	Undetermined	—	—
SP	—	Houston, TX, US	Fletcher Held, PLLC, 100% Interest	OL	4	Spouse interest in law firm	None	Spouse/DC Over $1,000,000	—	—
—	—	—	Talcott Resolution Life Insurance Company	WU	5	—	None	$15,001 - $50,000	—	—
—	—	—	Fidelity 500 Index Fund (FXAIX)	MF	6	—	Tax-Deferred	$1,001 - $15,000	—	—
—	—	—	Fidelity Contra Fund (FCNTX)	MF	7	—	Tax-Deferred	$1,001 - $15,000	—	—
—	—	—	Fidelity Overseas Fund (FOSFX)	MF	8	—	Tax-Deferred	$1,001 - $15,000	—	—
—	—	—	Macquarie Value Fund Institutional (DDVIX)	MF	9	Same security (DDVIX) but name changed in 2025 from MGL Value Inst to Nomura Value Inst	Tax-Deferred	$1,001 - $15,000	—	—
—	—	—	Chase Bank Accounts	BA	10	—	Interest	$100,001 - $250,000	$1 - $200	—
—	—	—	Frost Bank Accounts	BA	11	—	Interest	$100,001 - $250,000	$201 - $1,000	—
—	—	—	Wells Fargo Accounts	BA	12	—	Interest	$50,001 - $100,000	$1 - $200	—
—	—	—	Baird SH TM Bond IS (BSBIX)	MF	13	—	Tax-Deferred	$15,001 - $50,000	—	—
—	—	—	Causeway International Value Fund - Institutional Class (CIVIX)	MF	14	—	Tax-Deferred	$15,001 - $50,000	—	—
—	—	—	FDIC Insured Deposit at Fifth Third IRA	BA	15	—	Tax-Deferred	$1,001 - $15,000	—	—
—	—	—	FDIC Insured Deposit at Morgan Stanley IRA	BA	16	—	Tax-Deferred	$100,001 - $250,000	—	—
—	—	—	FID 500 Index Fund	MF	17	—	Tax-Deferred	$100,001 - $250,000	—	—
—	—	—	FID Contrafund	MF	18	—	Tax-Deferred	$50,001 - $100,000	—	—
—	—	—	FID Overseas	MF	19	—	Tax-Deferred	$15,001 - $50,000	—	—
—	—	—	FID Real Estate Invs	MF	20	—	Tax-Deferred	$1,001 - $15,000	—	—
—	—	—	FID Ret Govt MM (SPAXX)	MF	21	—	Tax-Deferred	$1 - $1,000	—	—
—	—	—	Fidelity Small Cap Growth Fund (FCPGX)	MF	22	—	Tax-Deferred	$15,001 - $50,000	—	—
—	—	—	Prmcp ODY Aggr Grth	MF	23	—	Tax-Deferred	$15,001 - $50,000	—	—
—	—	—	WA Core Bond I (WATFX)	MF	24	—	Tax-Deferred	$15,001 - $50,000	—	—
—	—	—	Columbia EM Core ex-China ETF (XCEM)	EF	25	—	Capital Gains, Dividends	$1,001 - $15,000	$1,001 - $2,500	—
—	—	—	Fidelity 500 Index Fund (FXAIX)	MF	26	—	Dividends	$15,001 - $50,000	$201 - $1,000	—
—	—	—	Fidelity Advisor Intermediate Municipal Income Fund: Class Z (FIQZX)	MF	27	—	Dividends	$15,001 - $50,000	$1,001 - $2,500	—
—	—	—	Fidelity Advisor Municipal Income Fund: Class Z (FIWEX)	MF	28	—	Dividends	$15,001 - $50,000	$1,001 - $2,500	—
—	—	—	Fidelity Cash Reserves (FDRXX)	MF	29	—	Dividends	$1,001 - $15,000	$201 - $1,000	—
—	—	—	iShares Core MSCI Emerging Markets ETF (IEMG)	EF	30	—	Capital Gains	None	$2,501 - $5,000	—
—	—	—	iShares Core MSCI Total International Stock ETF (IXUS)	EF	31	—	Dividends	$100,001 - $250,000	$2,501 - $5,000	—
—	—	—	iShares Morningstar Small-Cap Growth ETF (ISCG)	EF	32	—	Dividends	$1 - $1,000	$1 - $200	—
—	—	—	iShares Morningstar Small-Cap Growth ETF (ISCG)	EF	33	—	Dividends	$1 - $1,000	$1 - $200	—
—	—	—	iShares MSCI EAFE ETF (EFA)	EF	34	—	Dividends	$1,001 - $15,000	$201 - $1,000	—
—	—	—	iShares MSCI EAFE Growth ETF (EFG)	EF	35	—	Capital Gains	None	$2,501 - $5,000	—
—	—	—	iShares MSCI Emerging Markets ex China ETF (EMXC)	EF	36	—	Dividends	$15,001 - $50,000	$201 - $1,000	—
—	—	—	iShares MSCI USA Quality Factor ETF (QUAL)	EF	37	—	Dividends	$100,001 - $250,000	$1,001 - $2,500	—
—	—	—	iShares National Muni Bond ETF (MUB)	EF	38	—	Capital Gains, Dividends	None	$1 - $200	—
—	—	—	iShares Russell 1000 ETF (IWB)	EF	39	—	Dividends	$100,001 - $250,000	$1,001 - $2,500	—
—	—	—	iShares Russell 2000 Value ETF (IWN)	EF	40	—	Capital Gains, Dividends	None	$5,001 - $15,000	—
—	—	—	iShares Russell Midcap Growth ETF (IWP)	EF	41	—	Capital Gains, Dividends	None	$5,001 - $15,000	—
—	—	—	iShares Russell Top 200 ETF (IWL)	EF	42	—	Capital Gains, Dividends	None	$201 - $1,000	—
—	—	—	iShares Russell Top 200 Value ETF (IWX)	EF	43	—	Capital Gains, Dividends	$1,001 - $15,000	$2,501 - $5,000	—
—	—	—	iShares S&P 100 ETF (OEF)	EF	44	—	Dividends	$15,001 - $50,000	$1 - $200	—
—	—	—	iShares S&P 500 Value ETF (IVE)	EF	45	—	Capital Gains, Dividends	$15,001 - $50,000	$5,001 - $15,000	—
—	—	—	Schwab U.S. Large-Cap Growth ETF (SCHG)	EF	46	—	Dividends	$15,001 - $50,000	$1 - $200	—
—	—	—	SPDR Select Sector Fund - Financial (XLF)	EF	47	—	Capital Gains, Dividends	$1,001 - $15,000	$1,001 - $2,500	—
—	—	—	State Street Energy Select Sector SPDR ETF (XLE)	EF	48	—	Dividends	$1,001 - $15,000	$1 - $200	—
—	—	—	State Street Health Care Select Sector SPDR ETF (XLV)	EF	49	—	Dividends	$1,001 - $15,000	$1 - $200	—
—	—	—	State Street Technology Select Sector SPDR ETF (XLK)	EF	50	—	Dividends	$1,001 - $15,000	$1 - $200	—
—	—	—	The Tax-Exempt Bond Fund of America - Class F-3 (TFEBX)	MF	51	—	Dividends	$15,001 - $50,000	$201 - $1,000	—
—	—	—	Vanguard FTSE Developed Markets ETF (VEA)	EF	52	—	Dividends	$50,001 - $100,000	$1,001 - $2,500	—
—	—	—	Vanguard Intermediate-Term Tax-Exempt Fd Admiral Shs (VWIUX)	MF	53	—	Capital Gains, Dividends	None	$1,001 - $2,500	—
—	—	—	Vanguard Tax-Exempt Bond ETF (VTEB)	EF	54	—	Dividends	None	$1 - $200	—
—	—	—	Fidelity Cash Reserves (FDRXX)	MF	55	—	Tax-Deferred	$1 - $1,000	—	—
—	—	—	iShares Core MSCI EAFE ETF (IEFA)	EF	56	—	Tax-Deferred	$15,001 - $50,000	—	—
—	—	—	iShares Core MSCI Emerging Markets ETF (IEMG)	EF	57	—	Tax-Deferred	$1,001 - $15,000	—	—
—	—	—	iShares Core S&P 500 ETF (IVV)	EF	58	—	Tax-Deferred	$15,001 - $50,000	—	—
—	—	—	iShares Core S&P Mid-Cap ETF (IJH)	EF	59	—	Tax-Deferred	$1,001 - $15,000	—	—
—	—	—	iShares Core S&P Small-Cap ETF (IJR)	EF	60	—	Tax-Deferred	$1,001 - $15,000	—	—
—	—	—	BlackRock Emerging Markets Fund Class I (MADCX)	MF	61	—	Tax-Deferred	None	—	—
—	—	—	BlackRock Strategic Income Opportunities Portfolio - Institutional (BSIIX)	MF	62	—	Tax-Deferred	$1,001 - $15,000	—	—
—	—	—	BlackRock Total Return Fund Class I (MAHQX)	MF	63	—	Tax-Deferred	$1,001 - $15,000	—	—
—	—	—	Dimensional Emerging Core Equity Market ETF (DFAE)	EF	64	—	Tax-Deferred	$1,001 - $15,000	—	—
—	—	—	Dimensional International Core Equity Market ETF (DFAI)	EF	65	—	Tax-Deferred	$15,001 - $50,000	—	—
—	—	—	Dimensional U.S. Targeted Value ETF (DFAT)	EF	66	—	Tax-Deferred	$1,001 - $15,000	—	—
—	—	—	Fidelity 500 Index Fund (FXAIX)	MF	67	—	Tax-Deferred	$1,001 - $15,000	—	—
—	—	—	Fidelity Cash Reserves (FDRXX)	MF	68	—	Tax-Deferred	$1 - $1,000	—	—
—	—	—	Fidelity Total Bond ETF (FBND)	EF	69	—	Tax-Deferred	$1,001 - $15,000	—	—
—	—	—	iShares Core U.S. Aggregate Bond ETF (AGG)	EF	70	—	Tax-Deferred	$1,001 - $15,000	—	—
—	—	—	iShares Morningstar Large-Cap Growth ETF (ILCG)	EF	71	—	Tax-Deferred	$1,001 - $15,000	—	—
—	—	—	iShares Morningstar Small-Cap Growth ETF (ISCG)	EF	72	—	Tax-Deferred	$1,001 - $15,000	—	—
—	—	—	iShares MSCI EAFE Growth ETF (EFG)	EF	73	—	Tax-Deferred	None	—	—
—	—	—	iShares MSCI Emerging Markets ex China ETF (EMXC)	EF	74	—	Tax-Deferred	None	—	—
—	—	—	iShares Russell 1000 ETF (IWB)	EF	75	—	Tax-Deferred	$15,001 - $50,000	—	—
—	—	—	iShares Russell Top 200 ETF (IWL)	EF	76	—	Tax-Deferred	None	—	—
—	—	—	iShares S&P 500 Value ETF (IVE)	EF	77	—	Tax-Deferred	$1,001 - $15,000	—	—
—	—	—	Schwab Fundamental International Equity ETF (FNDF)	EF	78	—	Tax-Deferred	None	—	—
—	—	—	Vanguard FTSE Developed Markets ETF (VEA)	EF	79	—	Tax-Deferred	None	—	—
JT	—	—	BLACKROCK EMERGING MARKETS FD INC	MF	80	—	Capital Gains	None	$201 - $1,000	—
JT	—	—	Columbia EM Core ex-China ETF (XCEM)	EF	81	—	Capital Gains, Dividends	$1,001 - $15,000	$201 - $1,000	—
JT	—	—	Dimensional U.S. Targeted Value ETF (DFAT)	EF	82	—	Dividends	$1,001 - $15,000	$1 - $200	—
JT	—	—	FDIC Insured Deposit at JPMorgan Bank	BA	83	—	Interest	$1 - $1,000	$1 - $200	—
JT	—	—	Fidelity 500 Index Fund (FXAIX)	MF	84	—	Dividends	$1,001 - $15,000	$1 - $200	—
JT	—	—	Fidelity Advisor Intermediate Municipal Income Fund: Class Z (FIQZX)	MF	85	—	Dividends	$1,001 - $15,000	$201 - $1,000	—
JT	—	—	Fidelity Advisor Municipal Income Fund: Class Z (FIWEX)	MF	86	—	Capital Gains, Dividends	$1,001 - $15,000	$201 - $1,000	—
JT	—	—	Fidelity Emerging Markets Index Fund (FPADX)	MF	87	—	Capital Gains	None	$1 - $200	—
JT	—	—	Fidelity Government Cash Reserves	MF	88	—	Dividends	$1,001 - $15,000	$1 - $200	—
JT	—	—	iShares Core MSCI Total International Stock ETF (IXUS)	EF	89	—	Dividends	$15,001 - $50,000	$1,001 - $2,500	—
JT	—	—	iShares MSCI EAFE Growth ETF (EFG)	EF	90	—	Capital Gains	None	$1,001 - $2,500	—
JT	—	—	iShares MSCI Emr Mrk Ex China	MF	91	—	Capital Gains	None	$1 - $200	—
JT	—	—	iShares National Muni Bond ETF (MUB)	EF	92	—	None	None	—	—
JT	—	—	iShares Russell 1000 INDEX ETF	EF	93	—	Capital Gains, Dividends	$15,001 - $50,000	$2,501 - $5,000	—
JT	—	—	iShares Russell Top 200 Value ETF (IWX)	EF	94	—	Capital Gains, Dividends	None	$5,001 - $15,000	—
JT	—	—	iShares S&P 100 ETF (OEF)	EF	95	—	Capital Gains, Dividends	$1,001 - $15,000	$15,001 - $50,000	—
JT	—	—	iShares S&P 500 Value ETF (IVE)	EF	96	—	Capital Gains, Dividends	$1,001 - $15,000	$5,001 - $15,000	—
JT	—	—	PIMCO Intermediate Municipal Bond Active Exchange- Traded Fund (MUNI)	EF	97	—	None	None	—	—
JT	—	—	Schwab Fundamental International Equity ETF (FNDF)	EF	98	—	Capital Gains, Dividends	$1,001 - $15,000	$201 - $1,000	—
JT	—	—	Schwab International Equity ETF (SCHF)	EF	99	—	Capital Gains, Dividends	None	$5,001 - $15,000	—
JT	—	—	Schwab U.S. Large-Cap Growth ETF (SCHG)	EF	100	—	Dividends	$15,001 - $50,000	$1 - $200	—
JT	—	—	SPDR Select Sector Fund - Energy Select Sector (XLE)	EF	101	Corrected MR to ETF	Capital Gains	$1,001 - $15,000	$1 - $200	—
JT	—	—	SPDR Select Sector Fund - Financial (XLF)	EF	102	—	Capital Gains, Dividends	$1,001 - $15,000	$2,501 - $5,000	—
JT	—	—	SPDR Select Sector Fund - Health Care (XLV)	EF	103	—	Dividends	$1,001 - $15,000	$1 - $200	—
JT	—	—	State Street Technology Select Sector SPDR ETF (XLK)	EF	104	—	Dividends	$1,001 - $15,000	$1 - $200	—
JT	—	—	Vanguard FTSE All World Ex US ETF (VEU)	EF	105	—	Capital Gains, Dividends	$1,001 - $15,000	$201 - $1,000	—
JT	—	—	Vanguard FTSE Developed Markets ETF (VEA)	EF	106	—	Dividends	$1,001 - $15,000	$1 - $200	—
JT	—	—	Vanguard Intermediate-Term Tax-Exempt Fd Admiral Shs (VWIUX)	MF	107	—	Dividends	None	$1 - $200	—
JT	—	—	Vanguard Tax-Exempt Bond ETF (VTEB)	EF	108	—	Dividends	None	$1 - $200	—
JT	—	—	Vanguard Total World Stock Index ETF (VT)	EF	109	—	Dividends	$1,001 - $15,000	$1 - $200	—
JT	—	—	Vanguard Lifestrategy Moderate Growth Fund (VSMGX)	MF	110	—	Capital Gains, Dividends	$250,001 - $500,000	$15,001 - $50,000	—
JT	—	—	Vanguard Money Market Reserves Federal Money Market Fund (VMFXX)	MF	111	—	Dividends	$1 - $1,000	$201 - $1,000	—
JT	—	—	Vanguard Money Market Reserves Federal Money Market Fund (VMFXX)	MF	112	—	Dividends	$1 - $1,000	$201 - $1,000	—
JT	—	—	Vanguard Target Retirement 2030 Fund (VTHRX)	MF	113	—	Capital Gains, Dividends	$250,001 - $500,000	$15,001 - $50,000	—
SP	—	—	JONES DAY 2025 FUND	MF	114	—	Tax-Deferred	$50,001 - $100,000	—	—
—	—	—	Royalty interest in minerals in Jones County, MS	OT	115	Partial undivided royalty interest in minerals	Royalty payments	$1,001 - $15,000	$5,001 - $15,000	—
—	—	Lee and Burleson Counties, TX, US	Royalty interest in minerals in Lee and Burleson Counties, TX	MO	116	Partial undivided royalty interest in minerals	Royalty payments	None	None	—
—	—	—	Royalty interest in minerals in Lincoln Parish, LA	OT	117	Overriding royalty interest in minerals	Royalty Payments	$1 - $1,000	$201 - $1,000	—
SP	—	—	CIT: flexPATH Index+ Moderate 2025 Fund Class R1 (WFPMBX)	MF	118	—	Tax-Deferred	None	—	—
SP	—	—	CIT: flexPATH Index+ Moderate Retirement Fund Class R1 (WFPMRX)	MF	119	—	Tax-Deferred	$50,001 - $100,000	—	—
SP	—	—	BlackRock Emerging Markets Fund, Inc. - Class K (MKDCX)	MF	120	—	Capital Gains	None	$201 - $1,000	—
SP	—	—	Fidelity 500 Index Fund (FXAIX)	MF	121	—	Dividends	$1 - $1,000	$1 - $200	—
SP	—	—	Fidelity Advisor Municipal Income Fund: Class Z (FIWEX)	MF	122	—	Dividends	$50,001 - $100,000	$1,001 - $2,500	—
SP	—	—	Fidelity Government Cash Reserves	MF	123	—	Dividends	$1,001 - $15,000	$201 - $1,000	—
SP	—	—	iShares Core S&P Mid-Cap ETF	EF	124	—	Capital Gains	None	$1,001 - $2,500	—
SP	—	—	iShares MSCI USA Quality Factor ETF	EF	125	—	Capital Gains	None	$15,001 - $50,000	—
SP	—	—	ISHARES NATIONAL MUNI BOND ETF	EF	126	—	None	None	—	—
SP	—	—	iShares Russell 1000 ETF (IWB)	EF	127	—	Capital Gains, Dividends	$250,001 - $500,000	$15,001 - $50,000	—
SP	—	—	iShares Russell Top 200 Value ETF (IWX)	EF	128	—	Dividends	$15,001 - $50,000	$201 - $1,000	—
SP	—	—	iShares S&P 100 ETF (OEF)	EF	129	—	Capital Gains, Dividends	$50,001 - $100,000	$5,001 - $15,000	—
SP	—	—	iShares S&P 500 Value ETF (IVE)	EF	130	—	Capital Gains	None	$2,501 - $5,000	—
SP	—	—	iShares S&P SmallCap 600 Value ETF (IJS)	EF	131	—	Dividends	$1,001 - $15,000	$1 - $200	—
SP	—	—	ISHARES TR EAFE GRWTH	EF	132	—	None	None	—	—
SP	—	—	Schwab Fundamental International Equity ETF (FNDF)	EF	133	—	Dividends	$1,001 - $15,000	$1 - $200	—
SP	—	—	Schwab U.S. Large-Cap Growth ETF (SCHG)	EF	134	—	Dividends	$50,001 - $100,000	$1 - $200	—
SP	—	—	SPDR Select Sector Fund - Technology (XLK)	EF	135	—	Dividends	$15,001 - $50,000	$1 - $200	—
SP	—	—	State Street Financial Select Sector SPDR ETF (XLF)	EF	136	—	Dividends	$1,001 - $15,000	$1 - $200	—
SP	—	—	State Street Health Care Select Sector SPDR ETF (XLV)	EF	137	—	Dividends	$1,001 - $15,000	$1 - $200	—
SP	—	—	Vanguard FTSE Developed Markets ETF (VEA)	EF	138	—	Capital Gains	None	$1,001 - $2,500	—
SP	—	—	Vanguard Russell 1000 Value ETF (VONV)	EF	139	—	Dividends	$1,001 - $15,000	$1 - $200	—
SP	—	—	Vanguard Tax-Exempt Bond ETF (VTEB)	EF	140	—	None	None	—	—
SP	—	—	Vanguard Total World Stock Index ETF (VT)	EF	141	—	Dividends	$1 - $1,000	$1 - $200	—
SP	—	—	Fidelity Government Cash Reserves	MF	142	—	Dividends	$1 - $1,000	$1 - $200	—
SP	—	—	Fidelity New Markets Income Fund Class Z (FGBMX)	MF	143	—	Capital Gains	None	$1 - $200	—
SP	—	—	iShares Broad USD High Yield Corporate Bond ETF (USHY)	EF	144	—	Capital Gains, Dividends	$1 - $1,000	$1 - $200	—
SP	—	—	iShares Broad USD Investment Grade Corporate Bond ETF (USIG)	EF	145	—	Dividends	$1,001 - $15,000	$201 - $1,000	—
SP	—	—	iShares Core 1-5 Year USD Bond ETF (ISTB)	EF	146	—	Dividends	$1 - $1,000	$1 - $200	—
SP	—	—	iShares Core MSCI EAFE ETF	EF	147	—	Dividends	$1,001 - $15,000	$201 - $1,000	—
SP	—	—	iShares Core S&P 500 ETF (IVV)	EF	148	—	Capital Gains, Dividends	$15,001 - $50,000	$2,501 - $5,000	—
SP	—	—	iShares Core S&P Mid-Cap ETF (IJH)	EF	149	—	Dividends	$1,001 - $15,000	$1 - $200	—
SP	—	—	iShares Core S&P Small-Cap ETF (IJR)	EF	150	—	Dividends	$1,001 - $15,000	$1 - $200	—
SP	—	—	iShares Flexible Income Active ETF (BINC)	EF	151	—	Dividends	$1 - $1,000	$1 - $200	—
SP	—	—	iShares International Aggregate Bond Fund (IAGG)	EF	152	—	Dividends	$1,001 - $15,000	$201 - $1,000	—
SP	—	—	iShares MBS ETF (MBB)	EF	153	—	Dividends	$1,001 - $15,000	$1 - $200	—
SP	—	—	ISHARES TR US TREASURY BD	EF	154	—	Dividends	$15,001 - $50,000	$201 - $1,000	—
SP	—	—	JPMorgan USD Emerging Markets Sovereign Bond ETF (JPMB)	EF	155	—	Dividends	None	$1 - $200	—
SP	—	—	Schwab International Equity ETF (SCHF)	EF	156	—	Dividends	$1,001 - $15,000	$201 - $1,000	—
SP	—	—	SPDR Index Shares Fund SPDR Portfolio Emerging Markets ETF (SPEM)	EF	157	—	Dividends	$1,001 - $15,000	$1 - $200	—
SP	—	—	Fidelity Freedom Index 2030 Fund - Investor Class (FXIFX)	MF	158	—	Tax-Deferred	$1,000,001 - $5,000,000	—	—
SP	—	—	BlackRock Emerging Markets Fund Class I (MADCX)	MF	159	—	Tax-Deferred	None	—	—
SP	—	—	BlackRock Strategic Income Opportunities Portfolio - Institutional (BSIIX)	MF	160	—	Tax-Deferred	$15,001 - $50,000	—	—
SP	—	—	BlackRock Total Return Fund Class I (MAHQX)	MF	161	—	Tax-Deferred	$15,001 - $50,000	—	—
SP	—	—	Dimensional U.S. Targeted Value ETF (DFAT)	EF	162	—	Tax-Deferred	$15,001 - $50,000	—	—
SP	—	—	Fidelity 500 Index Fund (FXAIX)	MF	163	—	Tax-Deferred	$15,001 - $50,000	—	—
SP	—	—	Fidelity Cash Reserves (FDRXX)	MF	164	—	Tax-Deferred	$1,001 - $15,000	—	—
SP	—	—	Fidelity Total Bond ETF (FBND)	EF	165	—	Tax-Deferred	$15,001 - $50,000	—	—
SP	—	—	iShares Core U.S. Aggregate Bond ETF (AGG)	EF	166	—	Tax-Deferred	$15,001 - $50,000	—	—
SP	—	—	iShares Morningstar Large-Cap Growth ETF (ILCG)	EF	167	—	Tax-Deferred	$50,001 - $100,000	—	—
SP	—	—	iShares MSCI EAFE Growth ETF (EFG)	EF	168	—	Tax-Deferred	None	—	—
SP	—	—	iShares MSCI Emerging Markets ex China ETF (EMXC)	EF	169	—	Tax-Deferred	$15,001 - $50,000	—	—
SP	—	—	iShares Russell 1000 ETF (IWB)	EF	170	—	Tax-Deferred	None	—	—
SP	—	—	iShares Russell Top 200 ETF (IWL)	EF	171	—	Tax-Deferred	None	—	—
SP	—	—	iShares S&P 500 Value ETF (IVE)	EF	172	—	Tax-Deferred	$1,001 - $15,000	—	—
SP	—	—	Schwab Fundamental International Equity ETF (FNDF)	EF	173	—	Tax-Deferred	$15,001 - $50,000	—	—
SP	—	—	State Street Energy Select Sector SPDR ETF (XLE)	EF	174	—	Tax-Deferred	$1,001 - $15,000	—	—
SP	—	—	Vanguard FTSE Developed Markets ETF (VEA)	EF	175	—	Tax-Deferred	$50,001 - $100,000	—	—
SP	—	—	Vanguard Total International Stock ETF (VXUS)	EF	176	—	Tax-Deferred	$100,001 - $250,000	—	—
SP	—	—	Vanguard Total World Stock Index ETF (VT)	EF	177	—	Tax-Deferred	$50,001 - $100,000	—	—

liabilities (1)

debtor	comment	creditor	incurred	location	rate term	row number	amount range	liability type
JT	—	Wells Fargo Bank, N.A.	March 2013	—	—	1	$100,001 - $250,000	Mortgage on personal residence, Houston, TX

Original filing document