Pia Dandiya Net Worth & Financial Disclosure

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Candidate financial disclosure for 2026, filed August 13, 2026. Includes 376 assets.

Year:

2026

Est. Net Worth

$20M

2026 candidate report

Total Assets

$7.7M - $32.3M

376 assets

Total Liabilities

0 liabilities

Total Trades

From PTR filings

Trade Volume

N/A

Midpoint of disclosed ranges

Assets by Category

Other$13.9M (10)

Stocks$1.8M (197)

ETFs$1.7M (83)

Mutual Funds$1.1M (35)

Gov. Securities$615K (26)

Bank & Cash$448K (10)

Real Estate$375K (1)

LLC / Partnership$104K (14)

All Assets (376)

Asset	Type	Owner	Value	Income
Apple, Inc. 401(k) ⇒ BlackRock LifePath Index 2055 Port Inv A Shs (LIVAX)(LIVAX)	Mutual Funds	Self	$100,001 - $250,000	Tax-Deferred
B. Riley Wealth Management Account ⇒ Fidelity Government Money Market Fund: Capital Reserves Class (FZAXX)(FZAXX)	Mutual Funds	Joint	$1 - $1,000	Dividends, Interest $1 - $200
Betterment Securities Brokerage Account 1 ⇒ iShares National Muni Bond ETF (MUB)(MUB)	ETFs	Spouse	$1,001 - $15,000	Capital Gains, Dividends $1 - $200
Betterment Securities Brokerage Account 1 ⇒ Schwab U.S. Large-Cap ETF (SCHX)(SCHX)	ETFs	Spouse	$1,001 - $15,000	Capital Gains, Dividends $1 - $200
Betterment Securities Brokerage Account 1 ⇒ Schwab U.S. Small-Cap ETF (SCHA)(SCHA)	ETFs	Spouse	$1,001 - $15,000	Capital Gains, Dividends $1 - $200
Betterment Securities Brokerage Account 1 ⇒ SPDR Portfolio Developed World ex-US ETF (SPDW)(SPDW)	ETFs	Spouse	$1,001 - $15,000	Capital Gains, Dividends $201 - $1,000
Betterment Securities Brokerage Account 1 ⇒ SPDR Portfolio Emerging Markets ETF (SPEM)(SPEM)	ETFs	Spouse	$1,001 - $15,000	Capital Gains, Dividends $1 - $200
Betterment Securities Brokerage Account 1 ⇒ State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD)(SPMD)	ETFs	Spouse	$1,001 - $15,000	Capital Gains, Dividends $1 - $200
Betterment Securities Brokerage Account 1 ⇒ State Street SPDR Portfolio S&P 500 ETF (SPYM)(SPYM)	ETFs	Spouse	$15,001 - $50,000	Capital Gains, Dividends $1 - $200
Betterment Securities Brokerage Account 1 ⇒ State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM)(SPSM)	ETFs	Spouse	$1,001 - $15,000	Dividends $1 - $200
Betterment Securities Brokerage Account 1 ⇒ Vanguard Emerging Markets Government Bond ETF (VWOB)(VWOB)	ETFs	Spouse	$1,001 - $15,000	Dividends $1 - $200
Betterment Securities Brokerage Account 1 ⇒ Vanguard FTSE Developed Markets ETF (VEA)(VEA)	ETFs	Spouse	$15,001 - $50,000	Capital Gains, Dividends $1 - $200
Betterment Securities Brokerage Account 1 ⇒ Vanguard FTSE Emerging Markets ETF (VWO)(VWO)	ETFs	Spouse	$1,001 - $15,000	Capital Gains, Dividends $1 - $200
Betterment Securities Brokerage Account 1 ⇒ Vanguard Mid-Cap ETF (VO)(VO)	ETFs	Spouse	$1,001 - $15,000	Capital Gains, Dividends $1 - $200
Betterment Securities Brokerage Account 1 ⇒ Vanguard Total International Bond ETF (BNDX)(BNDX)	ETFs	Spouse	$1,001 - $15,000	Dividends $1 - $200
Betterment Securities Brokerage Account 2 ⇒ iShares National Muni Bond ETF (MUB)(MUB)	ETFs	Spouse	$1,001 - $15,000	None
Betterment Securities Brokerage Account 2 ⇒ Schwab U.S. Large-Cap ETF (SCHX)(SCHX)	ETFs	Spouse	$1,001 - $15,000	None
Betterment Securities Brokerage Account 2 ⇒ Schwab U.S. Small-Cap ETF (SCHA)(SCHA)	ETFs	Spouse	$1,001 - $15,000	None
Betterment Securities Brokerage Account 2 ⇒ State Street SPDR Portfolio Developed World ex-US ETF (SPDW)(SPDW)	ETFs	Spouse	$1,001 - $15,000	None
Betterment Securities Brokerage Account 2 ⇒ State Street SPDR Portfolio Emerging Markets ETF (SPEM)(SPEM)	ETFs	Spouse	$1,001 - $15,000	None
Betterment Securities Brokerage Account 2 ⇒ State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD)(SPMD)	ETFs	Spouse	$1,001 - $15,000	None
Betterment Securities Brokerage Account 2 ⇒ State Street SPDR Portfolio S&P 500 ETF (SPYM)(SPYM)	ETFs	Spouse	$15,001 - $50,000	None
Betterment Securities Brokerage Account 2 ⇒ State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM)(SPSM)	ETFs	Spouse	$1,001 - $15,000	None
Betterment Securities Brokerage Account 2 ⇒ Vanguard Emerging Markets Government Bond ETF (VWOB)(VWOB)	ETFs	Spouse	$1,001 - $15,000	None
Betterment Securities Brokerage Account 2 ⇒ Vanguard FTSE Developed Markets ETF (VEA)(VEA)	ETFs	Spouse	$15,001 - $50,000	None
Betterment Securities Brokerage Account 2 ⇒ Vanguard FTSE Emerging Markets ETF (VWO)(VWO)	ETFs	Spouse	$1,001 - $15,000	None
Betterment Securities Brokerage Account 2 ⇒ Vanguard Mid-Cap ETF (VO)(VO)	ETFs	Spouse	$1,001 - $15,000	None
Betterment Securities Brokerage Account 2 ⇒ Vanguard Total International Bond ETF (BNDX)(BNDX)	ETFs	Spouse	$1,001 - $15,000	None
DoubleHelix Holdings LLC ⇒ Rental Property 1 Palm Beach Gardens, FL, US	Real Estate	Spouse	$250,001 - $500,000	Rent $201 - $1,000
E-Trade Brokerage Account 2 ⇒ Roivant Sciences Ltd. - Common Shares (ROIV)(ROIV)	Stocks	Spouse	N/A	Capital Gains
E-Trade Brokerage Account 2 ⇒ Roivant Sciences Stock(ROIV)	Other	Spouse	$500,001 - $1,000,000	None
E-Trade Brokerage Account 2 ⇒ Roivant Sciences Stock(ROIV)	Other	Spouse	$250,001 - $500,000	None
E-Trade Brokerage Account 2 ⇒ Roivant Sciences Stock(ROIV)	Other	Spouse	$1,000,001 - $5,000,000	None
E-Trade Brokerage Account 2 ⇒ Roivant Sciences Stock(ROIV)	Other	Spouse	$250,001 - $500,000	None
E-Trade Brokerage Account 2 ⇒ Roivant Sciences Stock(ROIV)	Other	Spouse	$1,000,001 - $5,000,000	None
E-Trade Brokerage Account 2 ⇒ Roivant Sciences Stock(ROIV)	Other	Spouse	$1,000,001 - $5,000,000	None
E-Trade Brokerage Account 2 ⇒ Roivant Sciences Stock(ROIV)	Other	Spouse	$1,000,001 - $5,000,000	None
E-Trade Brokerage Account 2 ⇒ Roivant Sciences Stock(ROIV)	Other	Spouse	$100,001 - $250,000	None
Fidelity Advisor 529 Plan ⇒ Fidelity Advisor 529 Growth Opportunities Portfolio: Class I (FQJIX)(FQJIX)	Mutual Funds	DC	$250,001 - $500,000	Tax-Deferred
Fidelity Brokerage Account ⇒ Fidelity Government Money Market Fund (SPAXX)(SPAXX)	Mutual Funds	Self	$1,001 - $15,000	Dividends $201 - $1,000
Fidelity Brokerage Account ⇒ iShares 1-3 Year Treasury Bond ETF (SHY)(SHY)	ETFs	Self	N/A	Capital Gains, Dividends $15,001 - $50,000
Fidelity Brokerage Account ⇒ iShares 7-10 Year Treasury Bond ETF (IEF)(IEF)	ETFs	Self	N/A	Capital Gains, Dividends $15,001 - $50,000
Fidelity Brokerage Account ⇒ iShares Core High Dividend ETF (HDV)(HDV)	ETFs	Self	$15,001 - $50,000	Dividends, Distribution $15,001 - $50,000
Fidelity Brokerage Account ⇒ ISHARES TR 0-3 MNTH TREASRY, SGOV(SGOV)	Other	Self	N/A	Dividends
Fidelity Brokerage Account ⇒ JPMorgan Equity Premium Income ETF (JEPI)(JEPI)	ETFs	Self	N/A	Capital Gains, Dividends $15,001 - $50,000
Fidelity Brokerage Account ⇒ Procter & Gamble Company (PG)(PG)	Stocks	Self	N/A	Dividends
Fidelity Brokerage Account ⇒ Schwab US Dividend Equity ETF (SCHD)(SCHD)	ETFs	Self	N/A	Dividends
Fidelity Brokerage Account ⇒ State Street Utilities Select Sector SPDR ETF (XLU)(XLU)	ETFs	Self	$15,001 - $50,000	Capital Gains, Dividends $5,001 - $15,000
Fidelity Brokerage Account ⇒ Vanguard S&P 500 ETF (VOO)(VOO)	ETFs	Self	N/A	Capital Gains, Dividends $15,001 - $50,000
Fidelity Brokerage Account ⇒ Vanguard Total International Stock ETF (VXUS)(VXUS)	ETFs	Self	$15,001 - $50,000	Dividends $201 - $1,000
Fidelity Brokerage Account ⇒ Vanguard Total Stock Market ETF (VTI)(VTI)	ETFs	Self	N/A	Capital Gains, Dividends $15,001 - $50,000
Fidelity Roth IRA ⇒ FDIC Insured Deposit at US Bank IRA	Bank & Cash	Self	$1,001 - $15,000	Tax-Deferred
Fidelity Roth IRA ⇒ Fidelity Advisor Biotechnology Cl A (FBTAX)(FBTAX)	Mutual Funds	Self	$1,001 - $15,000	Tax-Deferred
Fidelity Roth IRA ⇒ Invesco QQQ Trust, Series 1 (QQQ)(QQQ)	ETFs	Self	$100,001 - $250,000	Tax-Deferred
Fidelity Roth IRA ⇒ SPDR Gold Shares (GLD)(GLD)	ETFs	Self	$1,001 - $15,000	Tax-Deferred
Fidelity Roth IRA ⇒ SPDR S&P 500 (SPY)(SPY)	ETFs	Self	$100,001 - $250,000	Tax-Deferred
Green Leaf Fund V LP ⇒ Green Leaf Fund V LP REIT	Other	Joint	$100,001 - $250,000	Interest, Partner distribution $2,501 - $5,000
GS Backers LLC ⇒ GS Backers Fourier Fund I ⇒ Fourier Palo Alto, CA, US	LLC / Partnership	Self	$1,001 - $15,000	None
GS Backers LLC ⇒ GS Backers Loft Orbital Fund I ⇒ Loft Orbital San Francisco, CA, US	LLC / Partnership	Self	$1,001 - $15,000	None
GS Backers LLC ⇒ GS Backers MultiOn Fund I ⇒ MultiOn Stanford, CA, US	LLC / Partnership	Self	$1,001 - $15,000	None
GS Backers LLC ⇒ GS Backers Volley Fund I ⇒ Volley San Francisco, CA, US	LLC / Partnership	Self	$1,001 - $15,000	None
HIG Capital LLC ⇒ HIG Advantage Advisors LLC ⇒ HIG Capstone Co-Investment LP ⇒ HIG Capstone LP ⇒ Capstone Logistics Peachtree Corner, GA, US	LLC / Partnership	Spouse	$1,001 - $15,000	None
HIG Capital LLC ⇒ HIG Advisors VI LLC ⇒ HIG Capital Partners VI LP ⇒ HIG ConForms LP ⇒ ConForms Port Washington, WI, US	LLC / Partnership	Spouse	$1,001 - $15,000	None
HIG Capital LLC ⇒ HIG Advisors VI LLC ⇒ HIG Capital Partners VI LP ⇒ HIG H&C LP ⇒ Hart & Cooley Grand Rapids, MI, US	LLC / Partnership	Spouse	N/A	Capital Gains
HIG Capital LLC ⇒ HIG Growth Advisors III LLC ⇒ HIG Growth Buyouts & Equity Fund III LP ⇒ HIG CDH LP ⇒ Troy Gastro Troy, MI, US	LLC / Partnership	Spouse	$1,001 - $15,000	None
HIG Capital LLC ⇒ HIG Growth Advisors III LLC ⇒ HIG Growth Buyouts & Equity Fund III LP ⇒ HIG SiteTracker LP ⇒ SiteTracker Palo Alto, CA, US	LLC / Partnership	Spouse	$1,001 - $15,000	None
HIG Capital LLC ⇒ HIG Healthbridge Advisors I LLC ⇒ HIG HealthBridge Capital Partners I LP ⇒ HIG Bio - Leiters LLC ⇒ Leiters Englewood, CO, US	LLC / Partnership	Spouse	$1,001 - $15,000	Interest $1 - $200
HIG Capital LLC ⇒ HIG Healthbridge Advisors I LLC ⇒ HIG HealthBridge Capital Partners I LP ⇒ HIG Bio - Nevakar LP ⇒ Nevakar Bridgewater, NJ, US	LLC / Partnership	Spouse	$1,001 - $15,000	Interest $1 - $200
HIG Capital LLC ⇒ HIG HealthBridge Advisors II LLC ⇒ HIG HealthBridge Capital Partners II LP ⇒ HIG Bio - Clarify Medical LP ⇒ Clarify Medical Sarasota, FL, US	LLC / Partnership	Spouse	$1,001 - $15,000	Capital Gains, Dividends, Interest $2,501 - $5,000
HIG Capital LLC ⇒ HIG HealthBridge Advisors II LLC ⇒ HIG HealthBridge Capital Partners II LP ⇒ HIG Bio - Nevakar LP ⇒ Nevakar Bridgewater, NJ, US	LLC / Partnership	Spouse	$1,001 - $15,000	Capital Gains, Dividends, Interest $1 - $200
HIG Capital LLC ⇒ HIG HealthBridge Advisors II LLC ⇒ HIG HealthBridge Capital Partners II LP ⇒ HIG BioVectra LP ⇒ BioVectra Charlottetown, CA	LLC / Partnership	Spouse	$1,001 - $15,000	Capital Gains, Dividends, Interest $1,001 - $2,500
Morgan Stanley Bank Accounts ⇒ MORGAN STANLEY PRIVATE BANK NA	Bank & Cash	Self	$15,001 - $50,000	Interest $1 - $200
Morgan Stanley Bank Accounts ⇒ MSBNA PREFERRED SAVINGS SV	Bank & Cash	Self	$100,001 - $250,000	Interest $1,001 - $2,500
Morgan Stanley Bank Accounts ⇒ MSPBNA PREFERRED SAVINGS SV	Bank & Cash	Self	$1 - $1,000	Interest $201 - $1,000
Morgan Stanley Bank Accounts ⇒ MSPBNA PREFERRED SAVINGS- QC	Bank & Cash	Self	$1 - $1,000	Interest $1,001 - $2,500
Morgan Stanley Brokerage Account ⇒ Abbott Laboratories Common Stock (ABT)(ABT)	Stocks	Joint	$1,001 - $15,000	Dividends $1 - $200
Morgan Stanley Brokerage Account ⇒ AbbVie Inc. Common Stock (ABBV)(ABBV)	Stocks	Joint	$1,001 - $15,000	Dividends $1 - $200
Morgan Stanley Brokerage Account ⇒ Adobe Inc. - Common Stock (ADBE)(ADBE)	Stocks	Joint	$1,001 - $15,000	None
Morgan Stanley Brokerage Account ⇒ Advanced Micro Devices, Inc. (AMD)(AMD)	Stocks	Joint	$1,001 - $15,000	None
Morgan Stanley Brokerage Account ⇒ Alphabet Inc. - Class A Common Stock (GOOGL)(GOOGL)	Stocks	Joint	$15,001 - $50,000	Capital Gains, Dividends $201 - $1,000
Morgan Stanley Brokerage Account ⇒ Alphabet Inc. - Class C Capital Stock (GOOG)(GOOG)	Stocks	Joint	$15,001 - $50,000	Capital Gains, Dividends $1 - $200
Morgan Stanley Brokerage Account ⇒ Amazon.com, Inc. - Common Stock (AMZN)(AMZN)	Stocks	Joint	$15,001 - $50,000	None
Morgan Stanley Brokerage Account ⇒ American Express Company Common Stock (AXP)(AXP)	Stocks	Joint	$1,001 - $15,000	Dividends $1 - $200
Morgan Stanley Brokerage Account ⇒ Amgen Inc. - Common Stock (AMGN)(AMGN)	Stocks	Joint	$1,001 - $15,000	Dividends $1 - $200
Morgan Stanley Brokerage Account ⇒ Amphenol Corporation Common Stock (APH)(APH)	Stocks	Joint	$1,001 - $15,000	Dividends $1 - $200
Morgan Stanley Brokerage Account ⇒ Analog Devices, Inc. - Common Stock (ADI)(ADI)	Stocks	Joint	$1,001 - $15,000	Dividends $1 - $200
Morgan Stanley Brokerage Account ⇒ Apple Inc. - Common Stock (AAPL)(AAPL)	Stocks	Joint	$50,001 - $100,000	Capital Gains, Dividends $1 - $200
Morgan Stanley Brokerage Account ⇒ Applied Industrial Technologies, Inc. Common Stock (AIT)(AIT)	Stocks	Joint	$1,001 - $15,000	Dividends $1 - $200
Morgan Stanley Brokerage Account ⇒ Applied Materials, Inc. - Common Stock (AMAT)(AMAT)	Stocks	Joint	$1,001 - $15,000	Capital Gains, Dividends $1 - $200
Morgan Stanley Brokerage Account ⇒ Applovin Corporation - Class A Common Stock (APP)(APP)	Stocks	Joint	$1,001 - $15,000	None
Morgan Stanley Brokerage Account ⇒ AT&T Inc. (T)(T)	Stocks	Joint	$1,001 - $15,000	Dividends $1 - $200
Morgan Stanley Brokerage Account ⇒ ATI Inc. Common Stock (ATI)(ATI)	Stocks	Joint	$1,001 - $15,000	None
Morgan Stanley Brokerage Account ⇒ Atmos Energy Corporation Common Stock (ATO)(ATO)	Stocks	Joint	$1,001 - $15,000	Dividends $1 - $200
Morgan Stanley Brokerage Account ⇒ AutoZone, Inc. Common Stock (AZO)(AZO)	Stocks	Joint	$1,001 - $15,000	None
Morgan Stanley Brokerage Account ⇒ Axon Enterprise, Inc. - Common Stock (AXON)(AXON)	Stocks	Joint	$1,001 - $15,000	Capital Gains $1 - $200
Morgan Stanley Brokerage Account ⇒ Backblaze, Inc. - Common Stock (BLZE)(BLZE)	Stocks	Joint	$1,001 - $15,000	Capital Gains $1 - $200
Morgan Stanley Brokerage Account ⇒ Bank Account	Bank & Cash	Joint	$1,001 - $15,000	Interest $1 - $200
Morgan Stanley Brokerage Account ⇒ Bank of America Corporation Common Stock (BAC)(BAC)	Stocks	Joint	$1,001 - $15,000	Capital Gains, Dividends $1 - $200
Morgan Stanley Brokerage Account ⇒ Berkshire Hathaway Inc. New Common Stock (BRK.B)(BRK.B)	Stocks	Joint	$1,001 - $15,000	None
Morgan Stanley Brokerage Account ⇒ BlackRock, Inc. Common Stock (BLK)(BLK)	Stocks	Joint	$1,001 - $15,000	Dividends $1 - $200
Morgan Stanley Brokerage Account ⇒ Bloom Energy Corporation Class A Common Stock (BE)(BE)	Stocks	Joint	$1,001 - $15,000	Capital Gains $201 - $1,000
Morgan Stanley Brokerage Account ⇒ Boeing Company (BA)(BA)	Stocks	Joint	$1,001 - $15,000	None
Morgan Stanley Brokerage Account ⇒ Booking Holdings Inc. - Common Stock (BKNG)(BKNG)	Stocks	Joint	$1,001 - $15,000	Dividends $1 - $200
Morgan Stanley Brokerage Account ⇒ BorgWarner Inc. Common Stock (BWA)(BWA)	Stocks	Joint	$1,001 - $15,000	Capital Gains, Dividends $1 - $200
Morgan Stanley Brokerage Account ⇒ Bristol-Myers Squibb Company Common Stock (BMY)(BMY)	Stocks	Joint	$1,001 - $15,000	Dividends $1 - $200
Morgan Stanley Brokerage Account ⇒ Broadcom Inc. - Common Stock (AVGO)(AVGO)	Stocks	Joint	$15,001 - $50,000	Dividends $1 - $200
Morgan Stanley Brokerage Account ⇒ Cadence Design Systems, Inc. - Common Stock (CDNS)(CDNS)	Stocks	Joint	$1,001 - $15,000	None
Morgan Stanley Brokerage Account ⇒ Capital One Financial Corporation Common Stock (COF)(COF)	Stocks	Joint	$1,001 - $15,000	Dividends $1 - $200
Morgan Stanley Brokerage Account ⇒ Caterpillar, Inc. Common Stock (CAT)(CAT)	Stocks	Joint	$1,001 - $15,000	Dividends $1 - $200
Morgan Stanley Brokerage Account ⇒ Charles Schwab Corporation (SCHW)(SCHW)	Stocks	Joint	$1,001 - $15,000	Dividends $1 - $200
Morgan Stanley Brokerage Account ⇒ Chevron Corporation Common Stock (CVX)(CVX)	Stocks	Joint	$1,001 - $15,000	Dividends $1 - $200
Morgan Stanley Brokerage Account ⇒ Chubb Limited Common Stock (CB)(CB)	Stocks	Joint	$1,001 - $15,000	Dividends $1 - $200
Morgan Stanley Brokerage Account ⇒ Cisco Systems, Inc. - Common Stock (CSCO)(CSCO)	Stocks	Joint	$1,001 - $15,000	Capital Gains, Dividends $1 - $200
Morgan Stanley Brokerage Account ⇒ Citigroup, Inc. Common Stock (C)(C)	Stocks	Joint	$1,001 - $15,000	Dividends $1 - $200
Morgan Stanley Brokerage Account ⇒ Coca-Cola Company (KO)(KO)	Stocks	Joint	$1,001 - $15,000	Dividends $1 - $200
Morgan Stanley Brokerage Account ⇒ Cohen & Steers Realty Shares, Inc. (CSRSX)(CSRSX)	Mutual Funds	Joint	N/A	Capital Gains
Morgan Stanley Brokerage Account ⇒ ConocoPhillips Common Stock (COP)(COP)	Stocks	Joint	$1,001 - $15,000	Dividends $1 - $200
Morgan Stanley Brokerage Account ⇒ COOK CNTY ILL HIGH SCH DIST NO 203 NEW SER-A	Gov. Securities	Joint	$1,001 - $15,000	Capital Gains $1 - $200
Morgan Stanley Brokerage Account ⇒ COOK ILL HIGH SCH DIST NO 207 MAINE TWP	Gov. Securities	Joint	$15,001 - $50,000	Interest $201 - $1,000
Morgan Stanley Brokerage Account ⇒ Corning Incorporated Common Stock (GLW)(GLW)	Stocks	Joint	$1,001 - $15,000	Dividends $1 - $200
Morgan Stanley Brokerage Account ⇒ Costco Wholesale Corporation - Common Stock (COST)(COST)	Stocks	Joint	$1,001 - $15,000	Dividends $1 - $200
Morgan Stanley Brokerage Account ⇒ CrowdStrike Holdings, Inc. - Class A Common Stock (CRWD)(CRWD)	Stocks	Joint	$1,001 - $15,000	None
Morgan Stanley Brokerage Account ⇒ Crown Castle Inc. Common Stock (CCI)(CCI)	Stocks	Joint	$1,001 - $15,000	None
Morgan Stanley Brokerage Account ⇒ CVS Health Corporation Common Stock (CVS)(CVS)	Stocks	Joint	$1 - $1,000	Dividends $1 - $200
Morgan Stanley Brokerage Account ⇒ Datadog, Inc. - Class A Common Stock (DDOG)(DDOG)	Stocks	Joint	$1,001 - $15,000	None
Morgan Stanley Brokerage Account ⇒ DBA Sempra Common Stock (SRE)(SRE)	Stocks	Joint	$1,001 - $15,000	Dividends $1 - $200
Morgan Stanley Brokerage Account ⇒ Deere & Company Common Stock (DE)(DE)	Stocks	Joint	$1,001 - $15,000	Dividends $1 - $200
Morgan Stanley Brokerage Account ⇒ Dell Technologies Inc. Class C Common Stock (DELL)(DELL)	Stocks	Joint	$1,001 - $15,000	Dividends $1 - $200
Morgan Stanley Brokerage Account ⇒ Devon Energy Corporation Common Stock (DVN)(DVN)	Stocks	Joint	$1,001 - $15,000	Dividends $1 - $200
Morgan Stanley Brokerage Account ⇒ DeWitt Ford Etc Counties Ill Community College	Gov. Securities	Joint	$1,001 - $15,000	Interest $201 - $1,000
Morgan Stanley Brokerage Account ⇒ Dominion Energy, Inc. Common Stock (D)(D)	Stocks	Joint	$1,001 - $15,000	Dividends $1 - $200
Morgan Stanley Brokerage Account ⇒ DoorDash, Inc. - Common Stock (DASH)(DASH)	Stocks	Joint	$1,001 - $15,000	None
Morgan Stanley Brokerage Account ⇒ Douglas County NEB School Dist No 10	Gov. Securities	Joint	$1,001 - $15,000	Interest $1 - $200
Morgan Stanley Brokerage Account ⇒ Eaton Corporation, PLC Ordinary Shares (ETN)(ETN)	Stocks	Joint	$1,001 - $15,000	Dividends $1 - $200
Morgan Stanley Brokerage Account ⇒ Eaton Vance Floating Rate Fund Insti Share (EIBLX)(EIBLX)	Mutual Funds	Joint	$15,001 - $50,000	Dividends $201 - $1,000
Morgan Stanley Brokerage Account ⇒ Eaton Vance Income Fd of Boston Insti Shs (EIBIX)(EIBIX)	Mutual Funds	Joint	$15,001 - $50,000	Dividends $201 - $1,000
Morgan Stanley Brokerage Account ⇒ Ecolab Inc. Common Stock (ECL)(ECL)	Stocks	Joint	$1,001 - $15,000	None
Morgan Stanley Brokerage Account ⇒ Edwards Lifesciences Corporation Common Stock (EW)(EW)	Stocks	Joint	$1,001 - $15,000	None
Morgan Stanley Brokerage Account ⇒ Elevance Health, Inc. Common Stock (ELV)(ELV)	Stocks	Joint	$1,001 - $15,000	Dividends $1 - $200
Morgan Stanley Brokerage Account ⇒ Eli Lilly and Company Common Stock (LLY)(LLY)	Stocks	Joint	$1,001 - $15,000	Dividends $1 - $200
Morgan Stanley Brokerage Account ⇒ Emerson Electric Company Common Stock (EMR)(EMR)	Stocks	Joint	$1,001 - $15,000	Capital Gains, Dividends $1 - $200
Morgan Stanley Brokerage Account ⇒ Entergy Corporation Common Stock (ETR)(ETR)	Stocks	Joint	$1,001 - $15,000	None
Morgan Stanley Brokerage Account ⇒ EPAM Systems, Inc. Common Stock (EPAM)(EPAM)	Stocks	Joint	$1,001 - $15,000	None
Morgan Stanley Brokerage Account ⇒ Equinix, Inc. - Common Stock (EQIX)(EQIX)	Stocks	Joint	$1,001 - $15,000	Dividends $1 - $200
Morgan Stanley Brokerage Account ⇒ Exxon Mobil Corporation Common Stock (XOM)(XOM)	Stocks	Joint	$1,001 - $15,000	Dividends $1 - $200
Morgan Stanley Brokerage Account ⇒ FirstEnergy Corp. Common Stock (FE)(FE)	Stocks	Joint	$1,001 - $15,000	Dividends $1 - $200
Morgan Stanley Brokerage Account ⇒ Fiserv, Inc. - Common Stock (FISV)(FISV)	Stocks	Joint	$1,001 - $15,000	None
Morgan Stanley Brokerage Account ⇒ Ford Motor Company Common Stock (F)(F)	Stocks	Joint	$1,001 - $15,000	Dividends $1 - $200
Morgan Stanley Brokerage Account ⇒ FORT MYERS FLA UTIL REV-A	Gov. Securities	Joint	$1,001 - $15,000	Interest $201 - $1,000
Morgan Stanley Brokerage Account ⇒ FORT ZUMWALT MO SCH DIST	Gov. Securities	Joint	$15,001 - $50,000	Interest $201 - $1,000
Morgan Stanley Brokerage Account ⇒ Fortinet, Inc. - Common Stock (FTNT)(FTNT)	Stocks	Joint	$1,001 - $15,000	None
Morgan Stanley Brokerage Account ⇒ Freeport-McMoRan, Inc. Common Stock (FCX)(FCX)	Stocks	Joint	$1,001 - $15,000	Dividends $1 - $200
Morgan Stanley Brokerage Account ⇒ Gartner, Inc. Common Stock (IT)(IT)	Stocks	Joint	$1,001 - $15,000	None
Morgan Stanley Brokerage Account ⇒ GE Aerospace Common Stock (GE)(GE)	Stocks	Joint	$1,001 - $15,000	Capital Gains, Dividends $1 - $200
Morgan Stanley Brokerage Account ⇒ GE Vernova Inc. Common Stock (GEV)(GEV)	Stocks	Joint	$1,001 - $15,000	Dividends $1 - $200
Morgan Stanley Brokerage Account ⇒ General Dynamics Corporation Common Stock (GD)(GD)	Stocks	Joint	$1,001 - $15,000	Dividends $1 - $200
Morgan Stanley Brokerage Account ⇒ General Motors Company Common Stock (GM)(GM)	Stocks	Joint	$1,001 - $15,000	Dividends $1 - $200
Morgan Stanley Brokerage Account ⇒ Gilead Sciences, Inc. - Common Stock (GILD)(GILD)	Stocks	Joint	$1,001 - $15,000	Dividends $1 - $200
Morgan Stanley Brokerage Account ⇒ Globant S.A. Common Shares (GLOB)(GLOB)	Stocks	Joint	$1,001 - $15,000	None
Morgan Stanley Brokerage Account ⇒ GoDaddy Inc. Class A Common Stock (GDDY)(GDDY)	Stocks	Joint	$1,001 - $15,000	None
Morgan Stanley Brokerage Account ⇒ Goldman Sachs Group, Inc. (GS)(GS)	Stocks	Joint	$1,001 - $15,000	Capital Gains, Dividends $1 - $200
Morgan Stanley Brokerage Account ⇒ GRAND VALLEY MICH ST UNIV REV	Gov. Securities	Joint	$1,001 - $15,000	Interest $1 - $200
Morgan Stanley Brokerage Account ⇒ Healthpeak Properties, Inc. Common Stock (DOC)(DOC)	Stocks	Joint	$1,001 - $15,000	Dividends $1 - $200
Morgan Stanley Brokerage Account ⇒ Hilton Worldwide Holdings Inc. Common Stock (HLT)(HLT)	Stocks	Joint	$1,001 - $15,000	Capital Gains, Dividends $1 - $200
Morgan Stanley Brokerage Account ⇒ Home Depot, Inc. (HD)(HD)	Stocks	Joint	$1,001 - $15,000	Dividends $1 - $200
Morgan Stanley Brokerage Account ⇒ Howmet Aerospace Inc. Common Stock (HWM)(HWM)	Stocks	Joint	$1,001 - $15,000	Dividends $1 - $200
Morgan Stanley Brokerage Account ⇒ ILLINOIS FIN AUTH REV	Gov. Securities	Joint	$1,001 - $15,000	None
Morgan Stanley Brokerage Account ⇒ INDIANA ST FIN AUTH WASTEWATER UTIL REV	Gov. Securities	Joint	$50,001 - $100,000	None
Morgan Stanley Brokerage Account ⇒ Intel Corporation - Common Stock (INTC)(INTC)	Stocks	Joint	$1,001 - $15,000	None
Morgan Stanley Brokerage Account ⇒ Invesco Diversified Dividend Fund Class Y (LCEYX)(LCEYX)	Mutual Funds	Joint	N/A	None
Morgan Stanley Brokerage Account ⇒ Invesco S&P 500 Equal Weight ETF (RSP)(RSP)	ETFs	Joint	N/A	Capital Gains
Morgan Stanley Brokerage Account ⇒ Invesco S&P 500 Momentum ETF (SPMO)(SPMO)	ETFs	Joint	N/A	Capital Gains
Morgan Stanley Brokerage Account ⇒ iShares MSCI Intl Momentum Factor ETF (IMTM)(IMTM)	ETFs	Joint	N/A	Capital Gains
Morgan Stanley Brokerage Account ⇒ Johnson & Johnson Common Stock (JNJ)(JNJ)	Stocks	Joint	$1,001 - $15,000	Dividends $1 - $200
Morgan Stanley Brokerage Account ⇒ JP Morgan Chase & Co. Common Stock (JPM)(JPM)	Stocks	Joint	$1,001 - $15,000	Dividends $1 - $200
Morgan Stanley Brokerage Account ⇒ KLA Corporation - Common Stock (KLAC)(KLAC)	Stocks	Joint	$1,001 - $15,000	Capital Gains, Dividends $1 - $200
Morgan Stanley Brokerage Account ⇒ KraneShares CSI China Internet ETF (KWEB)(KWEB)	ETFs	Joint	N/A	Capital Gains, Dividends $1,001 - $2,500
Morgan Stanley Brokerage Account ⇒ Lam Research Corporation - Common Stock (LRCX)(LRCX)	Stocks	Joint	$1,001 - $15,000	Capital Gains, Dividends $201 - $1,000
Morgan Stanley Brokerage Account ⇒ Linde plc - Ordinary Shares (LIN)(LIN)	Stocks	Joint	$1,001 - $15,000	Capital Gains, Dividends $1 - $200
Morgan Stanley Brokerage Account ⇒ Lockheed Martin Corporation Common Stock (LMT)(LMT)	Stocks	Joint	$1,001 - $15,000	Dividends $1 - $200
Morgan Stanley Brokerage Account ⇒ LOUISIANA PUB FACS AUTH REV	Gov. Securities	Joint	$1,001 - $15,000	Interest $201 - $1,000
Morgan Stanley Brokerage Account ⇒ LOWER COLO RIV AUTH TEX TRANSMISSION CON ID 03-01-26	Gov. Securities	Joint	$1,001 - $15,000	None
Morgan Stanley Brokerage Account ⇒ Macerich Company (MAC)(MAC)	Stocks	Joint	$1,001 - $15,000	Dividends $1 - $200
Morgan Stanley Brokerage Account ⇒ MACOM Technology Solutions Holdings, Inc. - Common Stock (MTSI)(MTSI)	Stocks	Joint	$1,001 - $15,000	Capital Gains $1 - $200
Morgan Stanley Brokerage Account ⇒ Marathon Petroleum Corporation Common Stock (MPC)(MPC)	Stocks	Joint	$1,001 - $15,000	Capital Gains, Dividends $1 - $200
Morgan Stanley Brokerage Account ⇒ MARPLE-NEWTOWN PA SCH DIST	Gov. Securities	Joint	$50,001 - $100,000	None
Morgan Stanley Brokerage Account ⇒ Marsh Common Stock (MRSH)(MRSH)	Stocks	Joint	$1,001 - $15,000	Dividends $1 - $200
Morgan Stanley Brokerage Account ⇒ Marvell Technology, Inc. - Common Stock (MRVL)(MRVL)	Stocks	Joint	$1,001 - $15,000	Capital Gains $1 - $200
Morgan Stanley Brokerage Account ⇒ Mastercard Incorporated Common Stock (MA)(MA)	Stocks	Joint	$1,001 - $15,000	Dividends $1 - $200
Morgan Stanley Brokerage Account ⇒ McDonald's Corporation Common Stock (MCD)(MCD)	Stocks	Joint	$1,001 - $15,000	Dividends $1 - $200
Morgan Stanley Brokerage Account ⇒ Medpace Holdings, Inc. - Common Stock (MEDP)(MEDP)	Stocks	Joint	$1,001 - $15,000	None
Morgan Stanley Brokerage Account ⇒ Medtronic plc. Ordinary Shares (MDT)(MDT)	Stocks	Joint	$1,001 - $15,000	Dividends $1 - $200
Morgan Stanley Brokerage Account ⇒ Memorial Heights Redevelopment Auth Tex Tax Incr	Gov. Securities	Joint	$1,001 - $15,000	Interest $1 - $200
Morgan Stanley Brokerage Account ⇒ Merck & Company, Inc. Common Stock (MRK)(MRK)	Stocks	Joint	$1,001 - $15,000	Dividends $1 - $200
Morgan Stanley Brokerage Account ⇒ MetLife, Inc. Common Stock (MET)(MET)	Stocks	Joint	$1,001 - $15,000	Dividends $1 - $200
Morgan Stanley Brokerage Account ⇒ MIAMI UNIV OHIO GEN RCPTS	Gov. Securities	Joint	$15,001 - $50,000	None
Morgan Stanley Brokerage Account ⇒ Micron Technology, Inc. - Common Stock (MU)(MU)	Stocks	Joint	$15,001 - $50,000	Dividends $1 - $200
Morgan Stanley Brokerage Account ⇒ Microsoft Corporation - Common Stock (MSFT)(MSFT)	Stocks	Joint	$15,001 - $50,000	Capital Gains, Dividends $1 - $200
Morgan Stanley Brokerage Account ⇒ MISSOURI ST DEV FIN BRD INFRASTRUCTURE F	Gov. Securities	Joint	$15,001 - $50,000	Interest $201 - $1,000
Morgan Stanley Brokerage Account ⇒ Mondelez International, Inc. - Class A Common Stock (MDLZ)(MDLZ)	Stocks	Joint	$1,001 - $15,000	Dividends $1 - $200
Morgan Stanley Brokerage Account ⇒ Monster Beverage Corporation - Common Stock (MNST)(MNST)	Stocks	Joint	$1,001 - $15,000	None
Morgan Stanley Brokerage Account ⇒ Morgan Stanley Common Stock (MS)(MS)	Stocks	Joint	$1,001 - $15,000	Dividends
Morgan Stanley Brokerage Account ⇒ Netflix, Inc. - Common Stock (NFLX)(NFLX)	Stocks	Joint	$1,001 - $15,000	None
Morgan Stanley Brokerage Account ⇒ New York, NY	Gov. Securities	Joint	$1,001 - $15,000	Interest $1 - $200
Morgan Stanley Brokerage Account ⇒ Newmont Corporation (NEM)(NEM)	Stocks	Joint	$1,001 - $15,000	Capital Gains, Dividends $1 - $200
Morgan Stanley Brokerage Account ⇒ Nike, Inc. Common Stock (NKE)(NKE)	Stocks	Joint	$1,001 - $15,000	Dividends $1 - $200
Morgan Stanley Brokerage Account ⇒ NiSource Inc Common Stock (NI)(NI)	Stocks	Joint	$1,001 - $15,000	Dividends $1 - $200
Morgan Stanley Brokerage Account ⇒ NVIDIA Corporation - Common Stock (NVDA)(NVDA)	Stocks	Joint	$50,001 - $100,000	Capital Gains, Dividends $201 - $1,000
Morgan Stanley Brokerage Account ⇒ Oracle Corporation Common Stock (ORCL)(ORCL)	Stocks	Joint	$1,001 - $15,000	Capital Gains, Dividends $1 - $200
Morgan Stanley Brokerage Account ⇒ Pacific Gas & Electric Co. Common Stock (PCG)(PCG)	Stocks	Joint	$1,001 - $15,000	Dividends $1 - $200
Morgan Stanley Brokerage Account ⇒ Packaging Corporation of America Common Stock (PKG)(PKG)	Stocks	Joint	$1,001 - $15,000	Dividends $1 - $200
Morgan Stanley Brokerage Account ⇒ Palantir Technologies Inc. - Class A Common Stock (PLTR)(PLTR)	Stocks	Joint	N/A	Capital Gains $201 - $1,000
Morgan Stanley Brokerage Account ⇒ Palo Alto Networks, Inc. (PANW)(PANW)	Stocks	Joint	$1,001 - $15,000	None
Morgan Stanley Brokerage Account ⇒ Parker-Hannifin Corporation Common Stock (PH)(PH)	Stocks	Joint	$1,001 - $15,000	None
Morgan Stanley Brokerage Account ⇒ Paychex, Inc. - Common Stock (PAYX)(PAYX)	Stocks	Joint	$1,001 - $15,000	Dividends $1 - $200
Morgan Stanley Brokerage Account ⇒ Pepsico, Inc. (PEP)(PEP)	Stocks	Joint	$1,001 - $15,000	Dividends $1 - $200
Morgan Stanley Brokerage Account ⇒ Pfizer, Inc. Common Stock (PFE)(PFE)	Stocks	Joint	$1,001 - $15,000	Dividends $1 - $200
Morgan Stanley Brokerage Account ⇒ Philip Morris International Inc Common Stock (PM)(PM)	Stocks	Joint	N/A	Capital Gains, Dividends $201 - $1,000
Morgan Stanley Brokerage Account ⇒ PIMCO RAE Emerging Markets Fund Class I-2 (PEPFX)(PEPFX)	Mutual Funds	Joint	N/A	Capital Gains
Morgan Stanley Brokerage Account ⇒ PIMCO RAE PLUS Fund Class I-2 (PIXPX)(PIXPX)	Mutual Funds	Joint	N/A	Capital Gains
Morgan Stanley Brokerage Account ⇒ PIMCO RAE PLUS Small Fund Class I-2 (PCCPX)(PCCPX)	Mutual Funds	Joint	$15,001 - $50,000	Dividends $201 - $1,000
Morgan Stanley Brokerage Account ⇒ PIMCO StocksPLUS International Fund (PIUHX)(PIUHX)	Mutual Funds	Joint	N/A	Capital Gains
Morgan Stanley Brokerage Account ⇒ PNC Financial Services Group, Inc. (PNC)(PNC)	Stocks	Joint	$1,001 - $15,000	None
Morgan Stanley Brokerage Account ⇒ Procter & Gamble Company (PG)(PG)	Stocks	Joint	$1,001 - $15,000	Dividends $1 - $200
Morgan Stanley Brokerage Account ⇒ Prologis, Inc. Common Stock (PLD)(PLD)	Stocks	Joint	$1,001 - $15,000	Dividends $1 - $200
Morgan Stanley Brokerage Account ⇒ PTC Inc. - Common Stock (PTC)(PTC)	Stocks	Joint	$1,001 - $15,000	None
Morgan Stanley Brokerage Account ⇒ QUALCOMM Incorporated - Common Stock (QCOM)(QCOM)	Stocks	Joint	$1,001 - $15,000	Dividends $1 - $200
Morgan Stanley Brokerage Account ⇒ Richland County School District No 1	Gov. Securities	Joint	N/A	Interest $201 - $1,000
Morgan Stanley Brokerage Account ⇒ Robinhood Markets, Inc. - Class A Common Stock (HOOD)(HOOD)	Stocks	Joint	$1,001 - $15,000	Capital Gains $1 - $200
Morgan Stanley Brokerage Account ⇒ ROCK IS MERCER ETC CNTYS ILL CMNTY COLLE	Gov. Securities	Joint	$15,001 - $50,000	Interest $201 - $1,000
Morgan Stanley Brokerage Account ⇒ Rocket Lab Corporation - Common Stock (RKLB)(RKLB)	Stocks	Joint	$1,001 - $15,000	Capital Gains $1 - $200
Morgan Stanley Brokerage Account ⇒ Rollins, Inc. Common Stock (ROL)(ROL)	Stocks	Joint	$1,001 - $15,000	None
Morgan Stanley Brokerage Account ⇒ Royal Caribbean Cruises Ltd. Common Stock (RCL)(RCL)	Stocks	Joint	$1,001 - $15,000	Dividends $1 - $200
Morgan Stanley Brokerage Account ⇒ RTX Corporation Common Stock (RTX)(RTX)	Stocks	Joint	$1,001 - $15,000	Dividends $1 - $200
Morgan Stanley Brokerage Account ⇒ S&P Global Inc. Common Stock (SPGI)(SPGI)	Stocks	Joint	$1,001 - $15,000	Dividends $1 - $200
Morgan Stanley Brokerage Account ⇒ Sandisk Corporation - Common Stock When-Issued (SNDK)(SNDK)	Stocks	Joint	$1,001 - $15,000	Capital Gains $1,001 - $2,500
Morgan Stanley Brokerage Account ⇒ ServiceNow, Inc. Common Stock (NOW)(NOW)	Stocks	Joint	$1,001 - $15,000	None
Morgan Stanley Brokerage Account ⇒ Sherwin-Williams Company (SHW)(SHW)	Stocks	Joint	$1,001 - $15,000	Dividends $1 - $200
Morgan Stanley Brokerage Account ⇒ Snohomish Country Washington School District No. 201	Gov. Securities	Joint	$1,001 - $15,000	Interest
Morgan Stanley Brokerage Account ⇒ Snowflake Inc. Common Stock (SNOW)(SNOW)	Stocks	Joint	$1,001 - $15,000	None
Morgan Stanley Brokerage Account ⇒ Southern Company (SO)(SO)	Stocks	Joint	$1,001 - $15,000	Dividends $1 - $200
Morgan Stanley Brokerage Account ⇒ Southern Copper Corporation Common Stock (SCCO)(SCCO)	Stocks	Joint	$1,001 - $15,000	Capital Gains, Dividends $1 - $200
Morgan Stanley Brokerage Account ⇒ Spotify Technology S.A. Ordinary Shares (SPOT)(SPOT)	Stocks	Joint	$1,001 - $15,000	None
Morgan Stanley Brokerage Account ⇒ State Street SPDR NYSE Technology ETF (XNTK)(XNTK)	ETFs	Joint	N/A	Capital Gains
Morgan Stanley Brokerage Account ⇒ Sterling Infrastructure, Inc. - Common Stock (STRL)(STRL)	Stocks	Joint	$1,001 - $15,000	None
Morgan Stanley Brokerage Account ⇒ Stryker Corporation Common Stock (SYK)(SYK)	Stocks	Joint	$1,001 - $15,000	Dividends $1 - $200
Morgan Stanley Brokerage Account ⇒ Sysco Corporation Common Stock (SYY)(SYY)	Stocks	Joint	$1,001 - $15,000	Dividends $1 - $200
Morgan Stanley Brokerage Account ⇒ T-Mobile US, Inc. (TMUS)(TMUS)	Stocks	Joint	$1,001 - $15,000	Capital Gains, Dividends $1 - $200
Morgan Stanley Brokerage Account ⇒ T. Rowe Price Spectrum International Equity Fund (PSILX)(PSILX)	Mutual Funds	Joint	$1 - $1,000	Capital Gains, Dividends $1 - $200
Morgan Stanley Brokerage Account ⇒ Target Corporation Common Stock (TGT)(TGT)	Stocks	Joint	$1,001 - $15,000	Dividends
Morgan Stanley Brokerage Account ⇒ TARRANT CNTY TEX CULTURAL ED FACS FIN CO	Gov. Securities	Joint	$1,001 - $15,000	None
Morgan Stanley Brokerage Account ⇒ TD SYNNEX Corporation Common Stock (SNX)(SNX)	Stocks	Joint	$1,001 - $15,000	Dividends $1 - $200
Morgan Stanley Brokerage Account ⇒ Tesla, Inc. - Common Stock (TSLA)(TSLA)	Stocks	Joint	N/A	Capital Gains $1,001 - $2,500
Morgan Stanley Brokerage Account ⇒ Texas Instruments Incorporated - Common Stock (TXN)(TXN)	Stocks	Joint	$1,001 - $15,000	Dividends $1 - $200
Morgan Stanley Brokerage Account ⇒ TEXAS ST DEPT HSG & CMNTY AFFAIRS RESIDE	Gov. Securities	Joint	$50,001 - $100,000	None
Morgan Stanley Brokerage Account ⇒ TEXAS ST UNIV SYS FING REV	Gov. Securities	Joint	$50,001 - $100,000	None
Morgan Stanley Brokerage Account ⇒ The Bank of New York Mellon Corporation Common Stock (BNY)(BNY)	Stocks	Joint	$1,001 - $15,000	Dividends $1 - $200
Morgan Stanley Brokerage Account ⇒ The Cigna Group Common Stock (CI)(CI)	Stocks	Joint	$1,001 - $15,000	Capital Gains, Dividends $1 - $200
Morgan Stanley Brokerage Account ⇒ The Travelers Companies, Inc. Common Stock (TRV)(TRV)	Stocks	Joint	$1,001 - $15,000	Dividends $1 - $200
Morgan Stanley Brokerage Account ⇒ Thermo Fisher Scientific Inc Common Stock (TMO)(TMO)	Stocks	Joint	$1,001 - $15,000	Dividends $1 - $200
Morgan Stanley Brokerage Account ⇒ Trane Technologies plc (TT)(TT)	Stocks	Joint	$1,001 - $15,000	Dividends $1 - $200
Morgan Stanley Brokerage Account ⇒ TRAVIS CNTY TEX ID 05-01-26	Gov. Securities	Joint	$1,001 - $15,000	None
Morgan Stanley Brokerage Account ⇒ TRAVIS CNTY TEX ID 05-01-26	Gov. Securities	Joint	$15,001 - $50,000	None
Morgan Stanley Brokerage Account ⇒ TTM Technologies, Inc. - Common Stock (TTMI)(TTMI)	Stocks	Joint	$1,001 - $15,000	None
Morgan Stanley Brokerage Account ⇒ Tyson Foods, Inc. Common Stock (TSN)(TSN)	Stocks	Joint	$1,001 - $15,000	None
Morgan Stanley Brokerage Account ⇒ U.S. Bancorp Common Stock (USB)(USB)	Stocks	Joint	$1,001 - $15,000	Dividends
Morgan Stanley Brokerage Account ⇒ Uber Technologies, Inc. Common Stock (UBER)(UBER)	Stocks	Joint	$1,001 - $15,000	None
Morgan Stanley Brokerage Account ⇒ Union Pacific Corporation Common Stock (UNP)(UNP)	Stocks	Joint	$1,001 - $15,000	Dividends $1 - $200
Morgan Stanley Brokerage Account ⇒ UnitedHealth Group Incorporated Common Stock (UNH)(UNH)	Stocks	Joint	$1,001 - $15,000	Dividends $1 - $200
Morgan Stanley Brokerage Account ⇒ US Foods Holding Corp. Common Stock (USFD)(USFD)	Stocks	Joint	$1,001 - $15,000	None
Morgan Stanley Brokerage Account ⇒ Valmont Industries, Inc. Common Stock (VMI)(VMI)	Stocks	Joint	$1,001 - $15,000	Dividends $1 - $200
Morgan Stanley Brokerage Account ⇒ Vanguard U.S. Growth Fund Admiral Shares (VWUAX)(VWUAX)	Mutual Funds	Joint	N/A	Capital Gains
Morgan Stanley Brokerage Account ⇒ Vanguard European Stock Index Fund Admiral Shares (VEUSX)(VEUSX)	Mutual Funds	Joint	N/A	Capital Gains, Dividends
Morgan Stanley Brokerage Account ⇒ Vanguard Financials ETF (VFH)(VFH)	ETFs	Joint	N/A	Capital Gains
Morgan Stanley Brokerage Account ⇒ Vanguard FTSE Developed Markets ETF (VEA)(VEA)	ETFs	Joint	$100,001 - $250,000	Capital Gains, Dividends $1,001 - $2,500
Morgan Stanley Brokerage Account ⇒ Vanguard FTSE Emerging Markets ETF (VWO)(VWO)	ETFs	Joint	$100,001 - $250,000	Dividends $1 - $200
Morgan Stanley Brokerage Account ⇒ Vanguard Industrials Index Fund Admiral Shares (VINAX)(VINAX)	Mutual Funds	Joint	N/A	Capital Gains
Morgan Stanley Brokerage Account ⇒ Vanguard International Dividend Appreciation ETF (VIGI)(VIGI)	ETFs	Joint	$100,001 - $250,000	Dividends $1,001 - $2,500
Morgan Stanley Brokerage Account ⇒ Vanguard S&P Mid-Cap 400 Value ETF (IVOV)(IVOV)	ETFs	Joint	N/A	Capital Gains
Morgan Stanley Brokerage Account ⇒ VeriSign, Inc. - Common Stock (VRSN)(VRSN)	Stocks	Joint	$1,001 - $15,000	Dividends $1 - $200
Morgan Stanley Brokerage Account ⇒ Verizon Communications Inc. Common Stock (VZ)(VZ)	Stocks	Joint	$1,001 - $15,000	Dividends $1 - $200
Morgan Stanley Brokerage Account ⇒ Vertex Pharmaceuticals Incorporated - Common Stock (VRTX)(VRTX)	Stocks	Joint	$1,001 - $15,000	None
Morgan Stanley Brokerage Account ⇒ Vertiv Holdings, LLC Class A Common Stock (VRT)(VRT)	Stocks	Joint	$1,001 - $15,000	Dividends $1 - $200
Morgan Stanley Brokerage Account ⇒ VIRGINIA ST RES AUTH INFRASTRUCTURE REV-A	Gov. Securities	Joint	$1,001 - $15,000	Interest $1 - $200
Morgan Stanley Brokerage Account ⇒ Visa Inc. (V)(V)	Stocks	Joint	$1,001 - $15,000	Dividends $1 - $200
Morgan Stanley Brokerage Account ⇒ Walmart Inc. - Common Stock (WMT)(WMT)	Stocks	Joint	$1,001 - $15,000	Dividends $1 - $200
Morgan Stanley Brokerage Account ⇒ Walt Disney Company (DIS)(DIS)	Stocks	Joint	$1,001 - $15,000	Dividends $1 - $200
Morgan Stanley Brokerage Account ⇒ Watsco, Inc. Common Stock (WSO)(WSO)	Stocks	Joint	$1,001 - $15,000	Dividends
Morgan Stanley Brokerage Account ⇒ Wells Fargo & Company Common Stock (WFC)(WFC)	Stocks	Joint	$1,001 - $15,000	Dividends $1 - $200
Morgan Stanley Brokerage Account ⇒ Welltower Inc. Common Stock (WELL)(WELL)	Stocks	Joint	$1,001 - $15,000	Dividends $1 - $200
Morgan Stanley Brokerage Account ⇒ Western Digital Corporation - Common Stock (WDC)(WDC)	Stocks	Joint	$1,001 - $15,000	Dividends $1 - $200
Morgan Stanley Brokerage Account ⇒ Williams Companies, Inc. (WMB)(WMB)	Stocks	Joint	$1,001 - $15,000	Dividends $1 - $200
Morgan Stanley Brokerage Account ⇒ YETI Holdings, Inc. Common Stock (YETI)(YETI)	Stocks	Joint	$1,001 - $15,000	None
Morgan Stanley Brokerage Account ⇒ Yuma Arizona Utility System	Gov. Securities	Joint	$1,001 - $15,000	Interest $1 - $200
Morgan Stanley Brokerage Account 2 ⇒ Roivant Sciences Ltd. - Common Shares (ROIV)(ROIV)	Stocks	Spouse	N/A	Capital Gains $1,000,001 - $5,000,000
Morgan Stanley IRA 1 ⇒ Apple Inc. - Common Stock (AAPL)(AAPL)	Stocks	Spouse	$1,001 - $15,000	Tax-Deferred
Morgan Stanley IRA 1 ⇒ Bank account	Bank & Cash	Spouse	$1,001 - $15,000	Tax-Deferred
Morgan Stanley IRA 1 ⇒ Bank of America Corporation Common Stock (BAC)(BAC)	Stocks	Spouse	$1,001 - $15,000	Tax-Deferred
Morgan Stanley IRA 1 ⇒ Cisco Systems, Inc. - Common Stock (CSCO)(CSCO)	Stocks	Spouse	$1,001 - $15,000	Tax-Deferred
Morgan Stanley IRA 1 ⇒ Eaton Corporation, PLC Ordinary Shares (ETN)(ETN)	Stocks	Spouse	$1,001 - $15,000	Tax-Deferred
Morgan Stanley IRA 1 ⇒ Eaton Vance Floating-Rate Advantaged Fund Class I (EIFAX)(EIFAX)	Mutual Funds	Spouse	$1,001 - $15,000	Tax-Deferred
Morgan Stanley IRA 1 ⇒ Eaton Vance Income Fd of Boston Insti Shs (EIBIX)(EIBIX)	Mutual Funds	Spouse	$1,001 - $15,000	Tax-Deferred
Morgan Stanley IRA 1 ⇒ Exxon Mobil Corporation Common Stock (XOM)(XOM)	Stocks	Spouse	$1,001 - $15,000	Tax-Deferred
Morgan Stanley IRA 1 ⇒ Fifth Third Bancorp - Common Stock (FITB)(FITB)	Stocks	Spouse	$1,001 - $15,000	Tax-Deferred
Morgan Stanley IRA 1 ⇒ Home Depot, Inc. (HD)(HD)	Stocks	Spouse	$1,001 - $15,000	Tax-Deferred
Morgan Stanley IRA 1 ⇒ Invesco BulletShares 2026 Corporate Bond ETF (BSCQ)(BSCQ)	ETFs	Spouse	$1,001 - $15,000	Tax-Deferred
Morgan Stanley IRA 1 ⇒ Invesco BulletShares 2027 Corporate Bond ETF (BSCR)(BSCR)	ETFs	Spouse	$1,001 - $15,000	Tax-Deferred
Morgan Stanley IRA 1 ⇒ Invesco BulletShares 2028 Corporate Bond ETF (BSCS)(BSCS)	ETFs	Spouse	$1,001 - $15,000	Tax-Deferred
Morgan Stanley IRA 1 ⇒ Invesco BulletShares 2029 Corporate Bond ETF (BSCT)(BSCT)	ETFs	Spouse	$1,001 - $15,000	Tax-Deferred
Morgan Stanley IRA 1 ⇒ Invesco BulletShares 2030 Corporate Bond ETF (BSCU)(BSCU)	ETFs	Spouse	$1,001 - $15,000	Tax-Deferred
Morgan Stanley IRA 1 ⇒ JP Morgan Chase & Co. Common Stock (JPM)(JPM)	Stocks	Spouse	$1,001 - $15,000	Tax-Deferred
Morgan Stanley IRA 1 ⇒ Merck & Company, Inc. Common Stock (MRK)(MRK)	Stocks	Spouse	$1,001 - $15,000	Tax-Deferred
Morgan Stanley IRA 1 ⇒ Microsoft Corporation - Common Stock (MSFT)(MSFT)	Stocks	Spouse	$1,001 - $15,000	Tax-Deferred
Morgan Stanley IRA 1 ⇒ Union Pacific Corporation Common Stock (UNP)(UNP)	Stocks	Spouse	$1,001 - $15,000	Tax-Deferred
Morgan Stanley IRA 1 ⇒ Vanguard FTSE Developed Markets ETF (VEA)(VEA)	ETFs	Spouse	$15,001 - $50,000	Tax-Deferred
Morgan Stanley IRA 1 ⇒ Vanguard FTSE Developed Markets ETF (VEA)(VEA)	ETFs	Spouse	$1,001 - $15,000	Tax-Deferred
Morgan Stanley IRA 1 ⇒ Vanguard FTSE Emerging Markets ETF (VWO)(VWO)	ETFs	Spouse	$1,001 - $15,000	Tax-Deferred
Morgan Stanley IRA 1 ⇒ Vanguard Growth ETF (VUG)(VUG)	ETFs	Spouse	$15,001 - $50,000	Tax-Deferred
Morgan Stanley IRA 1 ⇒ Vanguard International Dividend Appreciation ETF (VIGI)(VIGI)	ETFs	Spouse	$1,001 - $15,000	Tax-Deferred
Morgan Stanley IRA 1 ⇒ Vanguard Mid-Cap ETF (VO)(VO)	ETFs	Spouse	$15,001 - $50,000	Tax-Deferred
Morgan Stanley IRA 1 ⇒ Vanguard Small-Cap ETF (VB)(VB)	ETFs	Spouse	$1,001 - $15,000	Tax-Deferred
Morgan Stanley IRA 1 ⇒ Wells Fargo & Company Common Stock (WFC)(WFC)	Stocks	Spouse	$1,001 - $15,000	Tax-Deferred
Morgan Stanley IRA 2 ⇒ Apple Inc. - Common Stock (AAPL)(AAPL)	Stocks	Self	$1,001 - $15,000	Tax-Deferred
Morgan Stanley IRA 2 ⇒ Eaton Vance Floating-Rate Advantaged Fund Class I (EIFAX)(EIFAX)	Mutual Funds	Self	$1,001 - $15,000	Tax-Deferred
Morgan Stanley IRA 2 ⇒ Eaton Vance Income Fd of Boston Insti Shs (EIBIX)(EIBIX)	Mutual Funds	Self	$1,001 - $15,000	Tax-Deferred
Morgan Stanley IRA 2 ⇒ Invesco BulletShares 2026 Corporate Bond ETF (BSCQ)(BSCQ)	ETFs	Self	$1,001 - $15,000	Tax-Deferred
Morgan Stanley IRA 2 ⇒ Invesco BulletShares 2027 Corporate Bond ETF (BSCR)(BSCR)	ETFs	Self	$1,001 - $15,000	Tax-Deferred
Morgan Stanley IRA 2 ⇒ Invesco BulletShares 2028 Corporate Bond ETF (BSCS)(BSCS)	ETFs	Self	$1,001 - $15,000	Tax-Deferred
Morgan Stanley IRA 2 ⇒ Invesco BulletShares 2029 Corporate Bond ETF (BSCT)(BSCT)	ETFs	Self	$1,001 - $15,000	Tax-Deferred
Morgan Stanley IRA 2 ⇒ Invesco BulletShares 2030 Corporate Bond ETF (BSCU)(BSCU)	ETFs	Self	$1,001 - $15,000	Tax-Deferred
Morgan Stanley IRA 2 ⇒ Morgan Stanley IRA Cash Account	Bank & Cash	Self	$1,001 - $15,000	Tax-Deferred
Morgan Stanley IRA 2 ⇒ Vanguard FTSE Developed Markets ETF (VEA)(VEA)	ETFs	Self	$1,001 - $15,000	Tax-Deferred
Morgan Stanley IRA 2 ⇒ Vanguard FTSE Emerging Markets ETF (VWO)(VWO)	ETFs	Self	$1,001 - $15,000	Tax-Deferred
Morgan Stanley IRA 2 ⇒ Vanguard Growth ETF (VUG)(VUG)	ETFs	Self	$15,001 - $50,000	Tax-Deferred
Morgan Stanley IRA 2 ⇒ Vanguard International Dividend Appreciation ETF (VIGI)(VIGI)	ETFs	Self	$1,001 - $15,000	Tax-Deferred
Morgan Stanley IRA 2 ⇒ Vanguard Mid-Cap ETF (VO)(VO)	ETFs	Self	$1,001 - $15,000	Tax-Deferred
Morgan Stanley IRA 2 ⇒ Vanguard Small-Cap ETF (VB)(VB)	ETFs	Self	$1,001 - $15,000	Tax-Deferred
Morgan Stanley Roth IRA ⇒ Apple Inc. - Common Stock (AAPL)(AAPL)	Stocks	Self	$1,001 - $15,000	Tax-Deferred
Morgan Stanley Roth IRA ⇒ Eaton Vance Short Duration Strategic Income Fund -Class I (ESIIX)(ESIIX)	Mutual Funds	Self	$1,001 - $15,000	Tax-Deferred
Morgan Stanley Roth IRA ⇒ Vanguard FTSE Developed Markets ETF (VEA)(VEA)	ETFs	Self	$1,001 - $15,000	Tax-Deferred
Morgan Stanley Roth IRA ⇒ Vanguard FTSE Emerging Markets ETF (VWO)(VWO)	ETFs	Self	$1,001 - $15,000	Tax-Deferred
Morgan Stanley Roth IRA ⇒ Vanguard Growth ETF (VUG)(VUG)	ETFs	Self	$1,001 - $15,000	Tax-Deferred
Morgan Stanley Roth IRA ⇒ Vanguard International Dividend Appreciation ETF (VIGI)(VIGI)	ETFs	Self	$1,001 - $15,000	Tax-Deferred
Morgan Stanley Roth IRA ⇒ Vanguard Mid-Cap ETF (VO)(VO)	ETFs	Self	$1,001 - $15,000	Tax-Deferred
Morgan Stanley Roth IRA ⇒ Vanguard Small-Cap ETF (VB)(VB)	ETFs	Self	$1,001 - $15,000	Tax-Deferred
Morgan Stanley UTMA Account ⇒ Eaton Vance Short Duration Strategic Income Fund -Class I (ESIIX)(ESIIX)	Mutual Funds	DC	$1,001 - $15,000	Dividends $201 - $1,000
Morgan Stanley UTMA Account ⇒ Vanguard FTSE Developed Markets ETF (VEA)(VEA)	ETFs	DC	$1,001 - $15,000	Dividends $1 - $200
Morgan Stanley UTMA Account ⇒ Vanguard FTSE Emerging Markets ETF (VWO)(VWO)	ETFs	DC	$1,001 - $15,000	Dividends $1 - $200
Morgan Stanley UTMA Account ⇒ Vanguard Growth ETF (VUG)(VUG)	ETFs	DC	$1,001 - $15,000	Dividends $1 - $200
Morgan Stanley UTMA Account ⇒ Vanguard International Dividend Appreciation ETF (VIGI)(VIGI)	ETFs	DC	$1,001 - $15,000	Dividends $1 - $200
Morgan Stanley UTMA Account ⇒ Vanguard Mid-Cap ETF (VO)(VO)	ETFs	DC	$1,001 - $15,000	Capital Gains, Dividends $1 - $200
Morgan Stanley UTMA Account ⇒ Vanguard Small-Cap ETF (VB)(VB)	ETFs	DC	$1,001 - $15,000	Dividends $1 - $200
Robinhood Brokerage Account ⇒ Arcutis Biotherapeutics, Inc. - Common stock (ARQT)(ARQT)	Stocks	Spouse	N/A	Capital Gains
Robinhood Brokerage Account ⇒ Bank account	Bank & Cash	Spouse	$15,001 - $50,000	Interest $201 - $1,000
Robinhood Brokerage Account ⇒ BridgeBio Pharma, Inc. - Common Stock (BBIO)(BBIO)	Stocks	Spouse	N/A	Capital Gains
Robinhood Brokerage Account ⇒ Carvana Co. Class A Common Stock (CVNA)(CVNA)	Stocks	Spouse	N/A	Capital Gains
Robinhood Brokerage Account ⇒ Clover Health Investments, Corp. - Class A Common stock (CLOV)(CLOV)	Stocks	Spouse	N/A	Capital Gains
Robinhood Brokerage Account ⇒ Deposit Sweep Account	Bank & Cash	Spouse	$100,001 - $250,000	Interest $1,001 - $2,500
Robinhood Brokerage Account ⇒ Hims & Hers Health, Inc. Class A Common Stock (HIMS)(HIMS)	Stocks	Spouse	$15,001 - $50,000	Capital Gains
Robinhood Brokerage Account ⇒ Rocket Lab Corporation - Common Stock (RKLB)(RKLB)	Stocks	Spouse	$15,001 - $50,000	None
Robinhood Brokerage Account ⇒ Snowflake Inc. Common Stock (SNOW)(SNOW)	Stocks	Spouse	N/A	Capital Gains
Robinhood Brokerage Account ⇒ Tesla, Inc. - Common Stock (TSLA)(TSLA)	Stocks	Spouse	N/A	Capital Gains
Robinhood Brokerage Account ⇒ The Cigna Group Common Stock (CI)(CI)	Stocks	Spouse	$15,001 - $50,000	Capital Gains
Robinhood Brokerage Account ⇒ TransMedics Group, Inc. - Common Stock (TMDX)(TMDX)	Stocks	Spouse	$1,001 - $15,000	None
Roivant Sciences 401(k) ⇒ Fidelity 500 Index Fund (FXAIX)(FXAIX)	Mutual Funds	Spouse	$50,001 - $100,000	Tax-Deferred
Roivant Sciences 401(k) ⇒ Fidelity Emerging Markets Index Fund (FPADX)(FPADX)	Mutual Funds	Spouse	$15,001 - $50,000	Tax-Deferred
Roivant Sciences 401(k) ⇒ Fidelity Large Cap Growth Index Fund (FSPGX)(FSPGX)	Mutual Funds	Spouse	$15,001 - $50,000	Tax-Deferred
Roivant Sciences 401(k) ⇒ Fidelity Large Cap Value Index Fund (FLCOX)(FLCOX)	Mutual Funds	Spouse	$15,001 - $50,000	Tax-Deferred
Roivant Sciences 401(k) ⇒ Fidelity Mid Cap Growth Index Fund (FMDGX)(FMDGX)	Mutual Funds	Spouse	$15,001 - $50,000	Tax-Deferred
Roivant Sciences 401(k) ⇒ Fidelity Mid Cap Value Index Fund (FIMVX)(FIMVX)	Mutual Funds	Spouse	$15,001 - $50,000	Tax-Deferred
Roivant Sciences 401(k) ⇒ Fidelity Real Estate Pt (FRESX)(FRESX)	Mutual Funds	Spouse	$15,001 - $50,000	Tax-Deferred
Roivant Sciences 401(k) ⇒ Fidelity Select Gold Pt (FSAGX)(FSAGX)	Mutual Funds	Spouse	$15,001 - $50,000	Tax-Deferred
Roivant Sciences 401(k) ⇒ Fidelity Small Cap Growth Fund (FCPGX)(FCPGX)	Mutual Funds	Spouse	$15,001 - $50,000	Tax-Deferred
Roivant Sciences 401(k) ⇒ Fidelity Small Cap Value Index Fund (FISVX)(FISVX)	Mutual Funds	Spouse	$15,001 - $50,000	Tax-Deferred
Roivant Sciences 401(k) ⇒ Fidelity Total International Index Fund (FTIHX)(FTIHX)	Mutual Funds	Spouse	$15,001 - $50,000	Tax-Deferred
Roivant Sciences 401(k) ⇒ The Bond Fund of America, Class R-6 Shares (RBFGX)(RBFGX)	Mutual Funds	Spouse	$1,001 - $15,000	Tax-Deferred

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Methodology: Net worth is calculated from annual financial disclosures filed under the STOCK Act. Congress members report asset values and liabilities in ranges (e.g., $1,001-$15,000), not exact amounts. The “estimated net worth” shown is the midpoint of total assets minus the midpoint of total liabilities. Actual values may differ. Stock trading data comes from separate Periodic Transaction Reports (PTRs).