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Matthew Robert Van Epps - Annual Financial Disclosure · Congress.wiki

HouseAnnual Report

Matthew Robert Van Epps

TN-TN07

Filed November 20, 2025

View Original Document

Transactions

0

Assets

114

Liabilities

3

Details

Report Title: Candidate Report
Submission Method: Electronic
Signed By: Matthew Robert Van Epps
Signed Date: November 19, 2025

Assets

114 assets

702 Mount Vernon Drive

Real Property

SelfIncome: Rent($15K - $50K)

Value

$250K - $500K

Advance 401K ⇒ BlackRock LifePath Index 2055 Port Insti Shs (LIVIX)

Liabilities

3 liabilities

Carrington Mortgage Services

Mortgage on Rental Property

Self

Amount

$15K - $50K

Cenlar

Primary Mortgage

Joint

Mutual Funds

SpouseIncome: Tax-Deferred

Value

$100K - $250K

LPL Financial ⇒ BNY Mellon Dynamic Value Fund Class I (DRGVX)

Mutual Funds

SelfIncome: Tax-Deferred

Value

$1K - $15K

LPL Financial ⇒ BNY Mellon Global Fixed Income Fund Class I (SDGIX)

Mutual Funds

SelfIncome: Tax-Deferred

Value

$1K - $15K

LPL Financial ⇒ Fidelity Advisor Growth Opportunities Fund: Class I (FAGCX)

Mutual Funds

SelfIncome: Tax-Deferred

Value

$1K - $15K

LPL Financial ⇒ Fidelity Advisor Technology Fund: Class I (FATIX)

Mutual Funds

SelfIncome: Tax-Deferred

Value

$1K - $15K

LPL Financial ⇒ First Trust SMID Cap Rising Dividend Achievers ETF (SDVY)

Exchange Traded Funds (ETF)

SelfIncome: Tax-Deferred

Value

$1K - $15K

LPL Financial ⇒ Franklin U.S. Mid Cap Multifactor Index ETF (FLQM)

Exchange Traded Funds (ETF)

SelfIncome: Tax-Deferred

Value

$1K - $15K

LPL Financial ⇒ Janus Henderson Global Life Sciences Fund - I Shares (JFNIX)

Mutual Funds

SelfIncome: Tax-Deferred

Value

$1K - $15K

LPL Financial ⇒ Janus Henderson Overseas Fund - I Shares (JIGFX)

Mutual Funds

SelfIncome: Tax-Deferred

Value

$1K - $15K

LPL Financial ⇒ Ocean Park Tactical Core Income Fund - Institutional Class (SSIRX)

Mutual Funds

SelfIncome: Tax-Deferred

Value

$1K - $15K

LPL Financial ⇒ Victory Pioneer Cat Bond Fund Class Y (CBYYX)

Mutual Funds

SelfIncome: Tax-Deferred

Value

$1K - $15K

North Carolina State Employees Credit Union

Bank Accounts, Money Market Accounts and CDs

Spouse

Value

$15K - $50K

Schwab 529 Plan ⇒ Schwab International Index Fund - Select Shares (SWISX)

Mutual Funds

JointIncome: Tax-Deferred

Value

Not disclosed

Schwab 529 Plan ⇒ Schwab Retirement Government Money Fund (SNRXX)

Mutual Funds

JointIncome: Tax-Deferred

Value

Not disclosed

Schwab 529 Plan ⇒ Schwab Small-Cap Index Fund - Select Shares (SWSSX)

Mutual Funds

JointIncome: Tax-Deferred

Value

Not disclosed

Schwab 529 Plan ⇒ Schwab S&P 500 Index Fund - Select Shares (SWPPX)

Mutual Funds

JointIncome: Tax-Deferred

Value

Not disclosed

Schwab 529 Plan ⇒ Schwab Treasury Inflation Protected Securities Index Fund (SWRSX)

Mutual Funds

JointIncome: Tax-Deferred

Value

Not disclosed

Schwab 529 Plan ⇒ Vanguard Total Bond Market Index Fund Institutional Select Shares (VTBSX)

Mutual Funds

JointIncome: Tax-Deferred

Value

Not disclosed

Schwab One Account ⇒ Accenture plc Class A Ordinary Shares (ACN)

Stocks (including ADRs)

SelfIncome: Capital Gains, Dividends($1 - $200)

Value

$1 - $1K

Schwab One Account ⇒ Adobe Inc. - Common Stock (ADBE)

Stocks (including ADRs)

SelfIncome: Capital Gains, Dividends($1 - $200)

Value

$1 - $1K

Schwab One Account ⇒ AeroVironment, Inc. - Common Stock (AVAV)

Stocks (including ADRs)

SelfIncome: Capital Gains, Dividends($1 - $200)

Value

$1 - $1K

Schwab One Account ⇒ Alphabet Inc. - Class A Common Stock (GOOGL)

Stocks (including ADRs)

SelfIncome: Capital Gains, Dividends($1 - $200)

Value

$1K - $15K

Schwab One Account ⇒ Amazon.com, Inc. - Common Stock (AMZN)

Stocks (including ADRs)

SelfIncome: Capital Gains, Dividends

Value

$1K - $15K

Schwab One Account ⇒ Ambarella, Inc. - Ordinary Shares (AMBA)

Stocks (including ADRs)

SelfIncome: Capital Gains, Dividends

Value

$1 - $1K

Schwab One Account ⇒ Apple Inc. - Common Stock (AAPL)

Stocks (including ADRs)

SelfIncome: Capital Gains, Dividends($1 - $200)

Value

$1K - $15K

Schwab One Account ⇒ AST SpaceMobile, Inc. - Class A Common Stock (ASTS)

Stocks (including ADRs)

SelfIncome: Capital Gains, Dividends

Value

$1 - $1K

Schwab One Account ⇒ AT&T Inc. (T)

Stocks (including ADRs)

SelfIncome: Capital Gains, Dividends($1 - $200)

Value

$1 - $1K

Schwab One Account ⇒ BlackSky Technology Inc. Class A Common Stock (BKSY)

Stocks (including ADRs)

SelfIncome: Capital Gains, Dividends

Value

$1 - $1K

Schwab One Account ⇒ BNY Mellon Appreciation Fund, Inc. Investor Shares (DGAGX)

Mutual Funds

SelfIncome: Capital Gains, Dividends($1K - $2.5K)

Value

$15K - $50K

Schwab One Account ⇒ Boeing Company (BA)

Stocks (including ADRs)

SelfIncome: Capital Gains, Dividends

Value

$1 - $1K

Schwab One Account ⇒ C3.ai, Inc. Class A Common Stock (AI)

Stocks (including ADRs)

SelfIncome: Capital Gains, Dividends

Value

$1 - $1K

Schwab One Account ⇒ Capital One Financial Corporation Common Stock (COF)

Stocks (including ADRs)

SelfIncome: Capital Gains, Dividends($1 - $200)

Value

$1 - $1K

Schwab One Account ⇒ Cerence Inc. - Common Stock (CRNC)

Stocks (including ADRs)

SelfIncome: Capital Gains, Dividends

Value

$1 - $1K

Schwab One Account ⇒ CEVA, Inc. - Common Stock (CEVA)

Stocks (including ADRs)

SelfIncome: Capital Gains, Dividends

Value

$1 - $1K

Schwab One Account ⇒ EchoStar Corporation - Common stock (SATS)

Stocks (including ADRs)

SelfIncome: Capital Gains, Dividends

Value

$1 - $1K

Schwab One Account ⇒ Elbit Systems Ltd. - Ordinary Shares (ESLT)

Stocks (including ADRs)

SelfIncome: Capital Gains, Dividends

Value

$1 - $1K

Schwab One Account ⇒ Embraer S.A. Common Stock (ERJ)

Stocks (including ADRs)

SelfIncome: Capital Gains, Dividends

Value

$1 - $1K

Schwab One Account ⇒ Exxon Mobil Corporation Common Stock (XOM)

Stocks (including ADRs)

SelfIncome: Capital Gains, Dividends($1 - $200)

Value

$1K - $15K

Schwab One Account ⇒ Ford Motor Company Common Stock (F)

Stocks (including ADRs)

SelfIncome: Capital Gains, Dividends($1 - $200)

Value

$1 - $1K

Schwab One Account ⇒ GE Aerospace Common Stock (GE)

Stocks (including ADRs)

SelfIncome: Capital Gains, Dividends($1 - $200)

Value

$1K - $15K

Schwab One Account ⇒ GE HealthCare Technologies Inc. - Common Stock (GEHC)

Stocks (including ADRs)

SelfIncome: Capital Gains, Dividends($1 - $200)

Value

$1 - $1K

Schwab One Account ⇒ GE Vernova Inc. Common Stock (GEV)

Stocks (including ADRs)

SelfIncome: Capital Gains, Dividends($1 - $200)

Value

$1K - $15K

Schwab One Account ⇒ Globalstar, Inc. (GSAT)

Stocks (including ADRs)

SelfIncome: Capital Gains, Dividends

Value

$1 - $1K

Schwab One Account ⇒ GRAYSCALE BITCOIN TRUST EFT

Cryptocurrency

SelfIncome: Short Term Realized Gain($1 - $200)

Value

Not disclosed

Schwab One Account ⇒ HASHDEX BITCOIN ETF

Cryptocurrency

SelfIncome: Short Term Realized Gain($1 - $200)

Value

Not disclosed

Schwab One Account ⇒ Heico Corporation Common Stock (HEI)

Stocks (including ADRs)

SelfIncome: Capital Gains, Dividends

Value

$1 - $1K

Schwab One Account ⇒ Hexcel Corporation Common Stock (HXL)

Stocks (including ADRs)

SelfIncome: Capital Gains, Dividends

Value

$1 - $1K

Schwab One Account ⇒ Intel Corporation - Common Stock (INTC)

Stocks (including ADRs)

SelfIncome: Capital Gains, Dividends

Value

$1 - $1K

Schwab One Account ⇒ International Business Machines Corporation Common Stock (IBM)

Stocks (including ADRs)

SelfIncome: Capital Gains, Dividends($201 - $1K)

Value

$15K - $50K

Schwab One Account ⇒ Intuit Inc. - Common Stock (INTU)

Stocks (including ADRs)

SelfIncome: Capital Gains, Dividends($1 - $200)

Value

$1 - $1K

Schwab One Account ⇒ Iridium Communications Inc - Common Stock (IRDM)

Stocks (including ADRs)

SelfIncome: Capital Gains, Dividends

Value

$1 - $1K

Schwab One Account ⇒ Kratos Defense & Security Solutions, Inc. - Common Stock (KTOS)

Stocks (including ADRs)

SelfIncome: Capital Gains, Dividends

Value

$1 - $1K

Schwab One Account ⇒ L3Harris Technologies, Inc. Common Stock (LHX)

Stocks (including ADRs)

SelfIncome: Capital Gains, Dividends

Value

$1 - $1K

Schwab One Account ⇒ Leidos Holdings, Inc. Common Stock (LDOS)

Stocks (including ADRs)

SelfIncome: Capital Gains, Dividends

Value

$1 - $1K

Schwab One Account ⇒ Lockheed Martin Corporation Common Stock (LMT)

Stocks (including ADRs)

SelfIncome: Capital Gains, Dividends

Value

$1 - $1K

Schwab One Account ⇒ Meta Platforms, Inc. - Class A Common Stock (META)

Stocks (including ADRs)

SelfIncome: Dividends

Value

Not disclosed

Schwab One Account ⇒ Microsoft Corporation - Common Stock (MSFT)

Stocks (including ADRs)

SelfIncome: Capital Gains, Dividends($1 - $200)

Value

$1K - $15K

Schwab One Account ⇒ Nano Dimension Ltd. - American Depositary Shares (NNDM)

Stocks (including ADRs)

SelfIncome: Capital Gains, Dividends

Value

$1 - $1K

Schwab One Account ⇒ NICE Ltd - American Depositary Shares (NICE)

Stocks (including ADRs)

SelfIncome: Capital Gains, Dividends

Value

$1 - $1K

Schwab One Account ⇒ Northrop Grumman Corporation Common Stock (NOC)

Stocks (including ADRs)

SelfIncome: Capital Gains, Dividends

Value

$1 - $1K

Schwab One Account ⇒ NVIDIA Corporation - Common Stock (NVDA)

Stocks (including ADRs)

SelfIncome: Capital Gains, Dividends($1 - $200)

Value

$1K - $15K

Schwab One Account ⇒ Parsons Corporation Common Stock (PSN)

Stocks (including ADRs)

SelfIncome: Capital Gains, Dividends

Value

$1 - $1K

Schwab One Account ⇒ Planet Labs PBC Class A Common Stock (PL)

Stocks (including ADRs)

SelfIncome: Capital Gains, Dividends

Value

$1 - $1K

Schwab One Account ⇒ Redwire Corporation Common Stock (RDW)

Stocks (including ADRs)

SelfIncome: Capital Gains, Dividends

Value

$1 - $1K

Schwab One Account ⇒ Rocket Lab Corporation - Common Stock (RKLB)

Stocks (including ADRs)

SelfIncome: Capital Gains, Dividends

Value

$1 - $1K

Schwab One Account ⇒ RTX Corporation Common Stock (RTX)

Stocks (including ADRs)

SelfIncome: Capital Gains, Dividends

Value

$1 - $1K

Schwab One Account ⇒ Schwab AMT Tax-Free Money Fund - Investor Shares (SWWXX)

Mutual Funds

SelfIncome: Capital Gains($1 - $200)

Value

$1K - $15K

Schwab One Account ⇒ Schwab Government Money Fund - Investor Shares (SNVXX)

Mutual Funds

SelfIncome: Dividends($1K - $1K)

Value

Not disclosed

Schwab One Account ⇒ Schwab Municipal Money Fund - Investor Shares (SWTXX)

Mutual Funds

SelfIncome: Capital Gains, Dividends($1 - $200)

Value

$1K - $15K

Schwab One Account ⇒ Schwab Prime Advantage Money Fund - Investor Shares (SWVXX)

Mutual Funds

SelfIncome: Dividends($201 - $1K)

Value

$1K - $15K

Schwab One Account ⇒ Schwab S&P 500 Index Fund - Select Shares (SWPPX)

Mutual Funds

SelfIncome: Dividends($201 - $1K)

Value

$15K - $50K

Schwab One Account ⇒ Schwab U.S. Treasury Money Fund Investor Shares (SNSXX)

Mutual Funds

SelfIncome: Capital Gains, Dividends($201 - $1K)

Value

$1K - $15K

Schwab One Account ⇒ Shutterstock, Inc. Common Stock (SSTK)

Stocks (including ADRs)

SelfIncome: Capital Gains, Dividends($1 - $200)

Value

$1 - $1K

Schwab One Account ⇒ SiriusXM Holdings Inc. - Common Stock (SIRI)

Stocks (including ADRs)

SelfIncome: Capital Gains, Dividends

Value

$1 - $1K

Schwab One Account ⇒ SoundHound AI, Inc. - Class A Common Stock (SOUN)

Stocks (including ADRs)

SelfIncome: Capital Gains, Dividends

Value

$1K - $15K

Schwab One Account ⇒ Southwest Airlines Company Common Stock (LUV)

Stocks (including ADRs)

SelfIncome: Capital Gains, Dividends($1 - $200)

Value

$1K - $15K

Schwab One Account ⇒ Spire Global, Inc. Class A Common Stock (SPIR)

Stocks (including ADRs)

SelfIncome: Capital Gains, Dividends

Value

$1 - $1K

Schwab One Account ⇒ Synaptics Incorporated - Common Stock (SYNA)

Stocks (including ADRs)

SelfIncome: Capital Gains, Dividends

Value

$1 - $1K

Schwab One Account ⇒ Tapestry, Inc. Common Stock (TPR)

Stocks (including ADRs)

SelfIncome: Capital Gains, Dividends($201 - $1K)

Value

$15K - $50K

Schwab One Account ⇒ Thomson Reuters Corp - Common Shares (TRI)

Stocks (including ADRs)

SelfIncome: Capital Gains, Dividends($1 - $200)

Value

$1 - $1K

Schwab One Account ⇒ UiPath, Inc. Class A Common Stock (PATH)

Stocks (including ADRs)

SelfIncome: Dividends

Value

Not disclosed

Schwab One Account ⇒ ViaSat, Inc. - Common Stock (VSAT)

Stocks (including ADRs)

SelfIncome: Capital Gains, Dividends

Value

$1 - $1K

Schwab One Account ⇒ Victory Precious Metals and Minerals Fund Shares (USAGX)

Mutual Funds

SelfIncome: Capital Gains($201 - $1K)

Value

$1 - $1K

Schwab One Account ⇒ Wipro Limited Common Stock (WIT)

Stocks (including ADRs)

SelfIncome: Capital Gains, Dividends($1 - $200)

Value

$1 - $1K

Schwab One Account ⇒ Xometry, Inc. - Class A Common Stock (XMTR)

Stocks (including ADRs)

SelfIncome: Capital Gains, Dividends

Value

$1 - $1K

Schwab Treasury Obligations Money Fund - Investor Shares (SNOXX)

Mutual Funds

SelfIncome: Capital Gains, Dividends($201 - $1K)

Value

$1K - $15K

TCRS (401K & 457) ⇒ Brown Capital Management Small Company Inv Shs (BCSIX)

Mutual Funds

SelfIncome: Tax-Deferred

Value

$1 - $1K

TCRS (401K & 457) ⇒ Columbia Select Mid Cap Value Fund Class I3 (CMVYX)

Mutual Funds

SelfIncome: Tax-Deferred

Value

$1 - $1K

TCRS (401K & 457) ⇒ DFA International Value Portfolio (DFIVX)

Mutual Funds

SelfIncome: Tax-Deferred

Value

$1K - $15K

TCRS (401K & 457) ⇒ Dodge & Cox Income Fund - Class X (DOXIX)

Mutual Funds

SelfIncome: Tax-Deferred

Value

$1 - $1K

TCRS (401K & 457) ⇒ Fidelity Contrafund K6 (FLCNX)

Mutual Funds

SelfIncome: Tax-Deferred

Value

Not disclosed

TCRS (401K & 457) ⇒ Fidelity International Discovery (FIGRX)

Mutual Funds

SelfIncome: Tax-Deferred

Value

$1K - $15K

TCRS (401K & 457) ⇒ Fidelity OTC K6 Portfolio (FOKFX)

Mutual Funds

SelfIncome: Tax-Deferred

Value

$1 - $1K

TCRS (401K & 457) ⇒ Fidelity Puritan Fund (FPURX)

Mutual Funds

SelfIncome: Tax-Deferred

Value

$1 - $1K

TCRS (401K & 457) ⇒ FVIT-Franklin Small Cap Value Fund - CL R6 (FRCSX)

Mutual Funds

SelfIncome: Tax-Deferred

Value

$1 - $1K

TCRS (401K & 457) ⇒ Janus Henderson Enterprise Fund - N Shares (JDMNX)

Mutual Funds

SelfIncome: Tax-Deferred

Value

$1K - $15K

TCRS (401K & 457) ⇒ Tennessee Stable Value Fund

Government Securities and Agency Debt

SelfIncome: Tax-Deferred

Value

$1 - $1K

TCRS (401K & 457) ⇒ Tennessee Treasury Managed Fund

Government Securities and Agency Debt

SelfIncome: Tax-Deferred

Value

$1 - $1K

TCRS (401K & 457) ⇒ Vanguard Institutional Index Fund Institutional Plus Shares (VIIIX)

Mutual Funds

SelfIncome: Tax-Deferred

Value

$1K - $15K

TCRS (401K & 457) ⇒ Vanguard Total Bond Market Insti Plus Shares (VBMPX)

Mutual Funds

SelfIncome: Tax-Deferred

Value

$1K - $15K

TCRS (401K & 457) ⇒ Virtus NFJ Large Cap Value Fund Institutional Class (ANVIX)

Mutual Funds

SelfIncome: Tax-Deferred

Value

$1 - $1K

Terra Luna

Cryptocurrency

Self

Value

$1 - $1K

Truist Bank

Bank Accounts, Money Market Accounts and CDs

Spouse

Value

$15K - $50K

USAA (Bank Account)

Bank Accounts, Money Market Accounts and CDs

Self

Value

$15K - $50K

Victory Capitol IRA ⇒ Victory 500 Index Fund Reward Shares (USPRX)

Mutual Funds

SelfIncome: Tax-Deferred

Value

$100K - $250K

Victory Capitol IRA ⇒ Victory Cornerstone Moderate Fund (USBSX)

Mutual Funds

SelfIncome: Tax-Deferred

Value

$1K - $15K

Victory Capitol IRA ⇒ Victory Cornerstone Moderately Aggressive Fund (USCRX)

Mutual Funds

SelfIncome: Tax-Deferred

Value

$1K - $15K

Victory Capitol IRA ⇒ Victory Growth & Income Fund Shares (USGRX)

Mutual Funds

SelfIncome: Tax-Deferred

Value

$15K - $50K

Victory Capitol IRA ⇒ Victory High Income Fund Shares (USHYX)

Mutual Funds

SelfIncome: Tax-Deferred

Value

$1K - $15K

Victory Capitol IRA ⇒ Victory Income Fund Shares (USAIX)

Mutual Funds

SelfIncome: Tax-Deferred

Value

$1K - $15K

Victory Capitol IRA ⇒ Victory Income Stock Fund Shares (USISX)

Mutual Funds

SelfIncome: Tax-Deferred

Value

$15K - $50K

Victory Capitol IRA ⇒ Victory International Fund Shares (USIFX)

Mutual Funds

SelfIncome: Tax-Deferred

Value

$15K - $50K

Victory Capitol IRA ⇒ Victory Precious Metals and Minerals Fund Shares (USAGX)

Mutual Funds

SelfIncome: Tax-Deferred

Value

$15K - $50K

Amount

$250K - $500K

Renasant Bank

HELOC

Joint

Amount

$100K - $250K