Richard W. Allen — 2025 financial disclosure

2026-08-11 · 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
Northwestern Mutual ORD Life-Former EOL	$100,001 - $250,000 · Dividends · $5,001 - $15,000
South State Bank	$15,001 - $50,000 · Interest · $1 - $200
CASH ACCOUNTS	$1,001 - $15,000 · Tax-Deferred
DoubleLine Asset-Backed Securities ETF (DABS)	$1,001 - $15,000 · Tax-Deferred
Goldman Sachs ActiveBeta International Equity ETF (GSIE)	$15,001 - $50,000 · Tax-Deferred
iShares iBonds Dec 2026 Term Treasury ETF (IBTG)	$15,001 - $50,000 · Tax-Deferred
iShares iBonds Dec 2027 Term Treasury ETF (IBTH)	$15,001 - $50,000 · Tax-Deferred
iShares iBonds Dec 2028 Term Treasury ETF (IBTI)	$15,001 - $50,000 · Tax-Deferred
iShares iBonds Dec 2029 Term Treasury ETF (IBTJ)	$15,001 - $50,000 · Tax-Deferred
iShares MSCI USA Min Vol Factor ETF (USMV)	$50,001 - $100,000 · Tax-Deferred
iShares MSCI USA Quality Factor ETF (QUAL)	$15,001 - $50,000 · Tax-Deferred
Nuveen Preferred Securities Fund - Cl R (NPSRX)	$1,001 - $15,000 · Tax-Deferred
Schwab U.S. Broad Market ETF (SCHB)	$100,001 - $250,000 · Tax-Deferred
Schwab U.S. Treasury Money Fund Investor Shares (SNSXX)	$15,001 - $50,000 · Tax-Deferred
Schwab US Dividend Equity ETF (SCHD)	$15,001 - $50,000 · Tax-Deferred
SPDR Select Sector Fund - Consumer Discretionary (XLY)	$15,001 - $50,000 · Tax-Deferred
SPDR Select Sector Fund - Consumer Staples (XLP)	$1,001 - $15,000 · Tax-Deferred
SPDR Select Sector Fund - Financial (XLF)	$1,001 - $15,000 · Tax-Deferred
SPDR Select Sector Fund - Health Care (XLV)	$1,001 - $15,000 · Tax-Deferred
The Communication Services Select Sector SPDR Fund (XLC)	$1,001 - $15,000 · Tax-Deferred
CASH ACCOUNTS	$1,001 - $15,000 · Tax-Deferred
DoubleLine Asset-Backed Securities ETF (DABS)	$1,001 - $15,000 · Tax-Deferred
Goldman Sachs ActiveBeta International Equity ETF (GSIE)	$15,001 - $50,000 · Tax-Deferred
iShares iBonds Dec 2026 Term Treasury ETF (IBTG)	$15,001 - $50,000 · Tax-Deferred
iShares iBonds Dec 2027 Term Treasury ETF (IBTH)	$15,001 - $50,000 · Tax-Deferred
iShares iBonds Dec 2028 Term Treasury ETF (IBTI)	$1,001 - $15,000 · Tax-Deferred
iShares iBonds Dec 2029 Term Treasury ETF (IBTJ)	$15,001 - $50,000 · Tax-Deferred
iShares MSCI USA Min Vol Factor ETF (USMV)	$15,001 - $50,000 · Tax-Deferred
iShares MSCI USA Quality Factor ETF (QUAL)	$15,001 - $50,000 · Tax-Deferred
Nuveen Preferred Securities Fund - Cl R (NPSRX)	$1,001 - $15,000 · Tax-Deferred
Schwab U.S. Broad Market ETF (SCHB)	$100,001 - $250,000 · Tax-Deferred
Schwab U.S. Treasury Money Fund Investor Shares (SNSXX)	$1,001 - $15,000 · Tax-Deferred
Schwab US Dividend Equity ETF (SCHD)	$15,001 - $50,000 · Tax-Deferred
SPDR Select Sector Fund - Consumer Discretionary (XLY)	$1,001 - $15,000 · Tax-Deferred
SPDR Select Sector Fund - Consumer Staples (XLP)	$1,001 - $15,000 · Tax-Deferred
SPDR Select Sector Fund - Financial (XLF)	$1,001 - $15,000 · Tax-Deferred
SPDR Select Sector Fund - Health Care (XLV)	$1,001 - $15,000 · Tax-Deferred
The Communication Services Select Sector SPDR Fund (XLC)	$1,001 - $15,000 · Tax-Deferred
Personal Home	$1,000,001 - $5,000,000 · Rent · $5,001 - $15,000
Personal Home in DC	$1,000,001 - $5,000,000 · Rent · $15,001 - $50,000
…	118 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	Republican
state	GA
office	Representative, GA-12
source	HOUSE_CLERK_FD
chamber	house
filing id	house-fd-10074380
report url	https://disclosures-clerk.house.gov/public_disc/financial-pdfs/2025/10074380.pdf
scraped at	2026-09-14T10:31:14.917Z
asset count	158
bioguide id	A000372
filing date	2026-08-11
filing year	2025
member last	Allen
member name	Richard W. Allen
report type	Annual
member first	Richard W.
content parsed	true
report subtype	Annual Report
state district	12
liability count	1

assets (158)

owner	ticker	location	asset name	asset type	row number	description	income type	value range	income range	asset subtype
SP	—	—	Northwestern Mutual ORD Life-Former EOL	WU	1	—	Dividends	$100,001 - $250,000	$5,001 - $15,000	—
—	—	—	South State Bank	BA	2	—	Interest	$15,001 - $50,000	$1 - $200	—
SP	—	—	CASH ACCOUNTS	BA	3	—	Tax-Deferred	$1,001 - $15,000	—	—
SP	—	—	DoubleLine Asset-Backed Securities ETF (DABS)	EF	4	—	Tax-Deferred	$1,001 - $15,000	—	—
SP	—	—	Goldman Sachs ActiveBeta International Equity ETF (GSIE)	EF	5	—	Tax-Deferred	$15,001 - $50,000	—	—
SP	—	—	iShares iBonds Dec 2026 Term Treasury ETF (IBTG)	EF	6	—	Tax-Deferred	$15,001 - $50,000	—	—
SP	—	—	iShares iBonds Dec 2027 Term Treasury ETF (IBTH)	EF	7	—	Tax-Deferred	$15,001 - $50,000	—	—
SP	—	—	iShares iBonds Dec 2028 Term Treasury ETF (IBTI)	EF	8	—	Tax-Deferred	$15,001 - $50,000	—	—
SP	—	—	iShares iBonds Dec 2029 Term Treasury ETF (IBTJ)	EF	9	—	Tax-Deferred	$15,001 - $50,000	—	—
SP	—	—	iShares MSCI USA Min Vol Factor ETF (USMV)	EF	10	—	Tax-Deferred	$50,001 - $100,000	—	—
SP	—	—	iShares MSCI USA Quality Factor ETF (QUAL)	EF	11	—	Tax-Deferred	$15,001 - $50,000	—	—
SP	—	—	Nuveen Preferred Securities Fund - Cl R (NPSRX)	MF	12	—	Tax-Deferred	$1,001 - $15,000	—	—
SP	—	—	Schwab U.S. Broad Market ETF (SCHB)	EF	13	—	Tax-Deferred	$100,001 - $250,000	—	—
SP	—	—	Schwab U.S. Treasury Money Fund Investor Shares (SNSXX)	MF	14	—	Tax-Deferred	$15,001 - $50,000	—	—
SP	—	—	Schwab US Dividend Equity ETF (SCHD)	EF	15	—	Tax-Deferred	$15,001 - $50,000	—	—
SP	—	—	SPDR Select Sector Fund - Consumer Discretionary (XLY)	EF	16	—	Tax-Deferred	$15,001 - $50,000	—	—
SP	—	—	SPDR Select Sector Fund - Consumer Staples (XLP)	EF	17	—	Tax-Deferred	$1,001 - $15,000	—	—
SP	—	—	SPDR Select Sector Fund - Financial (XLF)	EF	18	—	Tax-Deferred	$1,001 - $15,000	—	—
SP	—	—	SPDR Select Sector Fund - Health Care (XLV)	EF	19	—	Tax-Deferred	$1,001 - $15,000	—	—
SP	—	—	The Communication Services Select Sector SPDR Fund (XLC)	EF	20	—	Tax-Deferred	$1,001 - $15,000	—	—
SP	—	—	CASH ACCOUNTS	BA	21	—	Tax-Deferred	$1,001 - $15,000	—	—
SP	—	—	DoubleLine Asset-Backed Securities ETF (DABS)	EF	22	—	Tax-Deferred	$1,001 - $15,000	—	—
SP	—	—	Goldman Sachs ActiveBeta International Equity ETF (GSIE)	EF	23	—	Tax-Deferred	$15,001 - $50,000	—	—
SP	—	—	iShares iBonds Dec 2026 Term Treasury ETF (IBTG)	EF	24	—	Tax-Deferred	$15,001 - $50,000	—	—
SP	—	—	iShares iBonds Dec 2027 Term Treasury ETF (IBTH)	EF	25	—	Tax-Deferred	$15,001 - $50,000	—	—
SP	—	—	iShares iBonds Dec 2028 Term Treasury ETF (IBTI)	EF	26	—	Tax-Deferred	$1,001 - $15,000	—	—
SP	—	—	iShares iBonds Dec 2029 Term Treasury ETF (IBTJ)	EF	27	—	Tax-Deferred	$15,001 - $50,000	—	—
SP	—	—	iShares MSCI USA Min Vol Factor ETF (USMV)	EF	28	—	Tax-Deferred	$15,001 - $50,000	—	—
SP	—	—	iShares MSCI USA Quality Factor ETF (QUAL)	EF	29	—	Tax-Deferred	$15,001 - $50,000	—	—
SP	—	—	Nuveen Preferred Securities Fund - Cl R (NPSRX)	MF	30	—	Tax-Deferred	$1,001 - $15,000	—	—
SP	—	—	Schwab U.S. Broad Market ETF (SCHB)	EF	31	—	Tax-Deferred	$100,001 - $250,000	—	—
SP	—	—	Schwab U.S. Treasury Money Fund Investor Shares (SNSXX)	MF	32	—	Tax-Deferred	$1,001 - $15,000	—	—
SP	—	—	Schwab US Dividend Equity ETF (SCHD)	EF	33	—	Tax-Deferred	$15,001 - $50,000	—	—
SP	—	—	SPDR Select Sector Fund - Consumer Discretionary (XLY)	EF	34	—	Tax-Deferred	$1,001 - $15,000	—	—
SP	—	—	SPDR Select Sector Fund - Consumer Staples (XLP)	EF	35	—	Tax-Deferred	$1,001 - $15,000	—	—
SP	—	—	SPDR Select Sector Fund - Financial (XLF)	EF	36	—	Tax-Deferred	$1,001 - $15,000	—	—
SP	—	—	SPDR Select Sector Fund - Health Care (XLV)	EF	37	—	Tax-Deferred	$1,001 - $15,000	—	—
SP	—	—	The Communication Services Select Sector SPDR Fund (XLC)	EF	38	—	Tax-Deferred	$1,001 - $15,000	—	—
—	—	AUGUSTA, GA, US	Personal Home	RP	39	—	Rent	$1,000,001 - $5,000,000	$5,001 - $15,000	—
—	—	Washington, DC, US	Personal Home in DC	RP	40	Basement Level Apartment rented out	Rent	$1,000,001 - $5,000,000	$15,001 - $50,000	—
—	—	Augusta, GA, US	RAWA Leasing Equipment	OL	41	Construction Equipment Leasing Enterprise	Rent	$100,001 - $250,000	$15,001 - $50,000	—
—	—	Augusta, GA, US	COMMERCIAL RENTAL PROPERTY	RP	42	—	Rent	$500,001 - $1,000,000	$100,001 - $1,000,000	—
—	—	—	CASH ACCOUNTS	BA	43	—	Tax-Deferred	$1,001 - $15,000	—	—
—	—	—	DoubleLine Asset-Backed Securities ETF (DABS)	EF	44	—	Tax-Deferred	$1,001 - $15,000	—	—
—	—	—	Goldman Sachs ActiveBeta International Equity ETF (GSIE)	EF	45	—	Tax-Deferred	$15,001 - $50,000	—	—
—	—	—	iShares iBonds Dec 2026 Term Treasury ETF (IBTG)	EF	46	—	Tax-Deferred	$15,001 - $50,000	—	—
—	—	—	iShares iBonds Dec 2027 Term Treasury ETF (IBTH)	EF	47	—	Tax-Deferred	$15,001 - $50,000	—	—
—	—	—	iShares iBonds Dec 2028 Term Treasury ETF (IBTI)	EF	48	—	Tax-Deferred	$15,001 - $50,000	—	—
—	—	—	iShares iBonds Dec 2029 Term Treasury ETF (IBTJ)	EF	49	—	Tax-Deferred	$15,001 - $50,000	—	—
—	—	—	iShares MSCI USA Min Vol Factor ETF (USMV)	EF	50	—	Tax-Deferred	$100,001 - $250,000	—	—
—	—	—	iShares MSCI USA Quality Factor ETF (QUAL)	EF	51	Acquired 04/10/2024 and held at the end of 2024 in the $50,001 to $100,000 range. The purchase was disclosed on Schedule B of the 2024 report, but the asset was inadvertently omitted from that year's Schedule A. It is reported here for 2025.	Tax-Deferred	$50,001 - $100,000	—	—
—	—	—	Nuveen Preferred Securities Fund - Cl R (NPSRX)	MF	52	—	Tax-Deferred	$15,001 - $50,000	—	—
—	—	—	Schwab U.S. Broad Market ETF	EF	53	—	Tax-Deferred	$250,001 - $500,000	—	—
—	—	—	Schwab U.S. Treasury Money Fund Investor Shares (SNSXX)	MF	54	—	Tax-Deferred	$15,001 - $50,000	—	—
—	—	—	Schwab US Dividend Equity ETF	EF	55	—	Tax-Deferred	$100,001 - $250,000	—	—
—	—	—	SPDR Select Sector Fund - Consumer Discretionary (XLY)	EF	56	—	Tax-Deferred	$15,001 - $50,000	—	—
—	—	—	SPDR Select Sector Fund - Consumer Staples (XLP)	EF	57	—	Tax-Deferred	$1,001 - $15,000	—	—
—	—	—	SPDR Select Sector Fund - Financial (XLF)	EF	58	—	Tax-Deferred	$15,001 - $50,000	—	—
—	—	—	SPDR Select Sector Fund - Health Care (XLV)	EF	59	—	Tax-Deferred	$15,001 - $50,000	—	—
—	—	—	The Communication Services Select Sector SPDR Fund (XLC)	EF	60	—	Tax-Deferred	$15,001 - $50,000	—	—
SP	—	—	Abbott Laboratories (ABT)	ST	61	—	Dividends	$15,001 - $50,000	$201 - $1,000	—
SP	—	—	Accenture plc Class A Ordinary Shares (ACN)	ST	62	—	Capital Gains, Dividends	$15,001 - $50,000	$5,001 - $15,000	—
SP	—	—	Alphabet Inc. - Class A (GOOGL)	ST	63	—	Capital Gains, Dividends	$100,001 - $250,000	$2,501 - $5,000	—
SP	—	—	Amazon.com, Inc. (AMZN)	ST	64	—	None	$15,001 - $50,000	—	—
SP	—	—	Amgen Inc. (AMGN)	ST	65	—	Dividends	$50,001 - $100,000	$1,001 - $2,500	—
SP	—	—	AutoZone, Inc. Common Stock (AZO)	ST	66	—	None	$15,001 - $50,000	—	—
SP	—	—	Bank of America Corporation Common Stock (BAC)	ST	67	Asset Transferred In	Dividends	$15,001 - $50,000	$201 - $1,000	—
SP	—	—	CASH ACCOUNTS	BA	68	—	Interest	$1,001 - $15,000	$201 - $1,000	—
SP	—	—	Church & Dwight Company, Inc. (CHD)	ST	69	—	Capital Gains, Dividends	$1,001 - $15,000	$5,001 - $15,000	—
SP	—	—	Cintas Corporation (CTAS)	ST	70	—	Dividends	$50,001 - $100,000	$201 - $1,000	—
SP	—	—	Costco Wholesale Corporation (COST)	ST	71	—	Dividends	$50,001 - $100,000	$201 - $1,000	—
SP	—	—	Dover Corporation (DOV)	ST	72	—	Dividends	$15,001 - $50,000	$201 - $1,000	—
SP	—	—	Global Payments Inc. Common Stock (GPN)	ST	73	Asset Transferred In	Dividends	$50,001 - $100,000	$201 - $1,000	—
SP	—	—	Home Depot, Inc. (HD)	ST	74	—	Dividends	$15,001 - $50,000	$201 - $1,000	—
SP	—	—	Intuit Inc. (INTU)	ST	75	—	Dividends	$50,001 - $100,000	$201 - $1,000	—
SP	—	—	iShares iBonds Dec 2027 Term Treasury ETF (IBTH)	EF	76	—	Interest	$15,001 - $50,000	$201 - $1,000	—
SP	—	—	iShares iBonds Dec 2028 Term Treasury ETF (IBTI)	EF	77	—	Interest	$15,001 - $50,000	$201 - $1,000	—
SP	—	—	iShares iBonds Dec 2029 Term Treasury ETF (IBTJ)	EF	78	—	Interest	$15,001 - $50,000	$201 - $1,000	—
SP	—	—	Marriott International - Class A (MAR)	ST	79	—	Dividends	$50,001 - $100,000	$201 - $1,000	—
SP	—	—	Microsoft Corporation (MSFT)	ST	80	—	Dividends	$50,001 - $100,000	$201 - $1,000	—
SP	—	—	Nuveen Preferred Securities Fund - Cl R (NPSRX)	MF	81	—	Dividends	$50,001 - $100,000	$2,501 - $5,000	—
SP	—	—	Paychex, Inc. (PAYX)	ST	82	—	Dividends	$15,001 - $50,000	$1,001 - $2,500	—
SP	—	—	Schwab U.S. Broad Market ETF (SCHB)	EF	83	—	Dividends	$15,001 - $50,000	$1 - $200	—
SP	—	—	Schwab U.S. Treasury Money Fund Investor Shares (SNSXX)	MF	84	—	Capital Gains, Dividends	$15,001 - $50,000	$201 - $1,000	—
SP	—	—	Schwab US Dividend Equity ETF	EF	85	—	Capital Gains, Dividends	$15,001 - $50,000	$2,501 - $5,000	—
SP	—	—	SPDR Select Sector Fund - Health Care (XLV)	EF	86	—	Dividends	$15,001 - $50,000	$201 - $1,000	—
SP	—	—	SPDR Select Sector Fund - Technology (XLK)	EF	87	—	Dividends	$100,001 - $250,000	$201 - $1,000	—
SP	—	—	The Communication Services Select Sector SPDR Fund (XLC)	EF	88	—	Dividends	$15,001 - $50,000	$201 - $1,000	—
SP	—	—	US Treasury Bill - Due 12/15/26 4.375% - 91282CJP7	GS	89	—	Interest	$50,001 - $100,000	$1,001 - $2,500	—
SP	—	—	US Treasury Bill DUE 09/15/25 (91282CFK2)	GS	90	—	Interest	None	$1,001 - $2,500	—
SP	—	—	Walmart Inc. (WMT)	ST	91	—	Dividends	$15,001 - $50,000	$201 - $1,000	—
SP	—	Evans, GA, US	Champions Retreat Cottage, LLC, 20% Interest	OL	92	LLC sold assets in year, hence value drop with corresponding income increase.	Capital Gains	None	$50,001 - $100,000	—
SP	—	Augusta, GA, US	R.W. Allen Construction Services, LLC, 15% Interest	OL	93	Construction Company	Business Income	$100,001 - $250,000	$100,001 - $1,000,000	—
SP	—	AUGUSTA, GA, US	RW Allen Construction LLC2, 22% Interest	OL	94	Construction Company	Business Income	$1,000,001 - $5,000,000	$100,001 - $1,000,000	—
SP	—	AUGUSTA, GA, US	CASH ASSETS, 44% Interest	OL	95	Investments	Business Income	$1,000,001 - $5,000,000	$50,001 - $100,000	—
SP	—	—	Northwestern Mutual ORD Life	WU	96	—	Dividends	$100,001 - $250,000	$2,501 - $5,000	—
—	—	—	Northwestern Mutual ORD Life 2	WU	97	—	Dividends	$100,001 - $250,000	$2,501 - $5,000	—
—	—	—	Northwestern Mutual ORD Life 3	WU	98	—	Dividends	$15,001 - $50,000	$1,001 - $2,500	—
—	—	—	Northwestern Mutual ORD Life 4	WU	99	—	Dividends	$15,001 - $50,000	$201 - $1,000	—
SP	—	—	Northwestern Mutual Select 100	WU	100	—	Dividends	$50,001 - $100,000	$2,501 - $5,000	—
—	—	—	Northwestern Mutual Select 100 2	WU	101	—	Dividends	$250,001 - $500,000	$5,001 - $15,000	—
—	—	—	Northwestern Mutual Whole Life	WU	102	—	Dividends	$100,001 - $250,000	$2,501 - $5,000	—
—	—	—	Northwestern Mutual Whole Life 2	WU	103	—	Dividends	$100,001 - $250,000	$2,501 - $5,000	—
SP	—	—	Abbott Laboratories (ABT)	ST	104	—	Dividends	$15,001 - $50,000	$201 - $1,000	—
SP	—	—	AbbVie Inc. (ABBV)	ST	105	—	Dividends	$100,001 - $250,000	$2,501 - $5,000	—
SP	—	—	Alphabet Inc. - Class A (GOOGL)	ST	106	—	Dividends	$100,001 - $250,000	$201 - $1,000	—
SP	—	—	Amazon.com, Inc. (AMZN)	ST	107	—	None	$100,001 - $250,000	—	—
SP	—	—	American Water Works Company, Inc. (AWK)	ST	108	—	Dividends	$50,001 - $100,000	$1,001 - $2,500	—
SP	—	—	Ameriprise Financial, Inc. Common Stock (AMP)	ST	109	—	Dividends	$50,001 - $100,000	$201 - $1,000	—
SP	—	—	Amgen Inc. (AMGN)	ST	110	—	Dividends	$50,001 - $100,000	$2,501 - $5,000	—
SP	—	—	Atmos Energy Corporation Common Stock (ATO)	ST	111	—	Dividends	$15,001 - $50,000	$201 - $1,000	—
SP	—	—	AutoZone, Inc. Common Stock (AZO)	ST	112	—	None	$50,001 - $100,000	—	—
SP	—	—	CASH ACCOUNTS	BA	113	—	Interest	$15,001 - $50,000	$201 - $1,000	—
SP	—	—	Centier Bank 4.8% CD FDIC INS DUE 07/27/26 (15140RCU1)	BA	114	—	Interest	$100,001 - $250,000	$5,001 - $15,000	—
SP	—	—	Charles Schwab Corporation (SCHW)	ST	115	—	Dividends	$15,001 - $50,000	$1 - $200	—
SP	—	—	Chubb Limited (CB)	ST	116	—	Dividends	$100,001 - $250,000	$1,001 - $2,500	—
SP	—	—	Cintas Corporation - Common Stock (CTAS)	ST	117	—	Dividends	$15,001 - $50,000	$1 - $200	—
SP	—	—	Costco Wholesale Corporation (COST)	ST	118	—	Dividends	$100,001 - $250,000	$201 - $1,000	—
SP	—	—	Deere & Company (DE)	ST	119	—	Dividends	$15,001 - $50,000	$201 - $1,000	—
SP	—	—	Dover Corporation (DOV)	ST	120	—	Dividends	$50,001 - $100,000	$201 - $1,000	—
SP	—	—	Ferguson Enterprises Inc. Common Stock (FERG)	ST	121	—	None	$15,001 - $50,000	—	—
SP	—	—	Goldman Sachs ActiveBeta International Equity ETF (GSIE)	EF	122	—	Dividends	$15,001 - $50,000	$1 - $200	—
SP	—	—	Home Depot, Inc. (HD)	ST	123	—	Dividends	$15,001 - $50,000	$201 - $1,000	—
SP	—	—	Intuit Inc. (INTU)	ST	124	—	Dividends	$50,001 - $100,000	$201 - $1,000	—
SP	—	—	iShares iBonds Dec 2028 Term Treasury ETF (IBTI)	EF	125	—	Interest	$100,001 - $250,000	$5,001 - $15,000	—
SP	—	—	Marriott International - Class A (MAR)	ST	126	—	Dividends	$100,001 - $250,000	$1,001 - $2,500	—
SP	—	—	Microsoft Corporation (MSFT)	ST	127	—	Dividends	$100,001 - $250,000	$1,001 - $2,500	—
SP	—	—	Morgan Stanley Bank 4.25% Due 9/13/27 (61776CAS6)	BA	128	—	Interest	$100,001 - $250,000	$5,001 - $15,000	—
SP	—	—	Nuveen Preferred Securities Fund - Cl R (NPSRX)	MF	129	—	Dividends	$100,001 - $250,000	$5,001 - $15,000	—
SP	—	—	Procter & Gamble Company (PG)	ST	130	—	Dividends	$50,001 - $100,000	$1,001 - $2,500	—
SP	—	—	Rollins, Inc. Common Stock (ROL)	ST	131	—	Dividends	$15,001 - $50,000	$201 - $1,000	—
SP	—	—	Schwab International Dividend Equity ETF (SCHY)	EF	132	—	Capital Gains, Dividends	None	$1,001 - $2,500	—
SP	—	—	Schwab U.S. Broad Market ETF (SCHB)	EF	133	—	Dividends	$250,001 - $500,000	$2,501 - $5,000	—
SP	—	—	Schwab U.S. Treasury Money Fund Investor Shares (SNSXX)	MF	134	—	Capital Gains, Interest	$50,001 - $100,000	$2,501 - $5,000	—
SP	—	—	Schwab US Dividend Equity ETF (SCHD)	EF	135	—	Dividends	$100,001 - $250,000	$5,001 - $15,000	—
SP	—	—	Sherwin-Williams Company (SHW)	ST	136	—	Dividends	$50,001 - $100,000	$201 - $1,000	—
SP	—	—	SPDR Select Sector Fund - Financial (XLF)	EF	137	—	Dividends	$100,001 - $250,000	$1,001 - $2,500	—
SP	—	—	SPDR Select Sector Fund - Health Care (XLV)	EF	138	—	Dividends	$50,001 - $100,000	$1,001 - $2,500	—
SP	—	—	SPDR Select Sector Fund - Technology (XLK)	EF	139	—	Dividends	$100,001 - $250,000	$201 - $1,000	—
SP	—	—	The Charles Schwab Corporation Depositary Shares each representing 1/40th interest in a share of 5.9 (SCHW$D)	ST	140	—	Dividends	$100,001 - $250,000	$5,001 - $15,000	—
SP	—	—	The Communication Services Select Sector SPDR Fund (XLC)	EF	141	—	Dividends	$100,001 - $250,000	$1,001 - $2,500	—
SP	—	—	US Treasury 3.75% 12/31/28 (91282CJR3)	GS	142	—	Interest	$100,001 - $250,000	$5,001 - $15,000	—
SP	—	—	US Treasury 4.375% 12/15/26 (91282CJP7)	GS	143	—	Interest	$100,001 - $250,000	$5,001 - $15,000	—
SP	—	—	Walmart Inc. (WMT)	ST	144	—	Dividends	$100,001 - $250,000	$1,001 - $2,500	—
—	—	—	Waste Management, Inc. (WM)	ST	145	—	Dividends	$15,001 - $50,000	$201 - $1,000	—
—	—	—	CASH ACCOUNTS	BA	146	—	Interest	$1,001 - $15,000	$1 - $200	—
—	—	—	DoubleLine Asset-Backed Securities ETF (DABS)	EF	147	—	Dividends	$15,001 - $50,000	$1 - $200	—
—	—	—	Nuveen Preferred Securities Fund - Cl R (NPSRX)	MF	148	—	Dividends	$15,001 - $50,000	$1,001 - $2,500	—
—	—	—	Schwab U.S. Treasury Money Fund Investor Shares (SNSXX)	MF	149	—	Capital Gains, Dividends	$50,001 - $100,000	$2,501 - $5,000	—
—	—	—	US TREASUR NOTE 3.75% DUE 08/15/27 (91282CLG4)	GS	150	—	None	$50,001 - $100,000	—	—
—	—	—	US Treasury Bill (912797JR9)	GS	151	—	Capital Gains, Interest	None	$5,001 - $15,000	—
—	—	—	US Treasury Bill (912797KJ5)	GS	152	—	Interest	None	$1,001 - $2,500	—
—	—	—	US Treasury Bill 912797PD3	GS	153	—	None	$50,001 - $100,000	—	—
—	—	—	US Treasury Bill 912797PV3	GS	154	—	None	$50,001 - $100,000	—	—
—	—	—	US Treasury Bill 91282CHB0	GS	155	—	Capital Gains, Interest	$100,001 - $250,000	$2,501 - $5,000	—
—	—	—	US Treasury Bill 91282CKE0	GS	156	—	Capital Gains, Interest	$50,001 - $100,000	$2,501 - $5,000	—
—	—	—	US Treasury Bill 91282CLP4 3.5% Due 9/30/26	GS	157	—	None	$50,001 - $100,000	—	—
—	—	—	US TREASURY NOTE 4.25% DUE 12/31/25 (91282CJS1)	GS	158	—	Capital Gains, Interest	None	$201 - $1,000	—

liabilities (1)

debtor	comment	creditor	incurred	location	rate term	row number	amount range	liability type
—	—	South State Bank Augusta, GA	12/2014	—	—	1	$500,001 - $1,000,000	Mortgage on Secondary Residence, Washington, D.C.

Original filing document