Congress.wiki Alpha

Color Theme:

About How Congress Works Support Us Roadmap Privacy Policy

Terms of Service

This is not an official government website.

Copyright © 2026 PLEJ LC. All rights reserved.

Open search page

Steven Merrill - Annual Financial Disclosure · Congress.wiki

HouseAnnual Report

Steven Merrill

UT-02

Filed February 20, 2026

View Original Document

Transactions

0

Assets

121

Liabilities

4

Details

Report Title: Financial Disclosure Report
Submission Method: Electronic
Signed By: Steven Merrill
Signed Date: February 20, 2026

Assets

121 assets

Fidelity SUU ⇒ Fidelity Freedom 2045 Fund: Class K6 (FJTKX)

Mutual Funds

SpouseIncome: Capital Gains($201 - $1,000)

Value

$1,001 - $15,000

Lake Michigan Credit Union Checking

Liabilities

4 liabilities

Chase

Credit Card

Joint

Amount

$10,000 - $15,000

Goldenwest Credit Union

Auto Loan (Honda Odyssey)

Self

Bank Accounts, Money Market Accounts and CDs

JointIncome: Dividends($1 - $200)

Value

$1,001 - $15,000

Lake Michigan Credit Union Savings

Bank Accounts, Money Market Accounts and CDs

JointIncome: Dividends($1 - $200)

Value

$1,001 - $15,000

Life Insurance ⇒ National Life Universal Insurance

Whole/Universal Insurance

SelfIncome: Interest($201 - $1,000)

Value

$15,001 - $50,000

Life Insurance ⇒ North American Life Insurance

Whole/Universal Insurance

SelfIncome: Interest($201 - $1,000)

Value

$1,001 - $15,000

Merrill Lynch ⇒ Merrill Lynch CMA ⇒ Alphabet Inc. - Class A Common Stock (GOOGL)

Stocks (including ADRs)

SpouseIncome: Capital Gains($2,501 - $5,000)

Value

$1,001 - $15,000

Merrill Lynch ⇒ Merrill Lynch CMA ⇒ Amazon.com, Inc. - Common Stock (AMZN)

Stocks (including ADRs)

SpouseIncome: Capital Gains($201 - $1,000)

Value

$1,001 - $15,000

Merrill Lynch ⇒ Merrill Lynch CMA ⇒ American Express Company Common Stock (AXP)

Stocks (including ADRs)

SpouseIncome: Capital Gains($201 - $1,000)

Value

$1,001 - $15,000

Merrill Lynch ⇒ Merrill Lynch CMA ⇒ Apple Inc. - Common Stock (AAPL)

Stocks (including ADRs)

SpouseIncome: Capital Gains($1,001 - $2,500)

Value

$1,001 - $15,000

Merrill Lynch ⇒ Merrill Lynch CMA ⇒ AstraZeneca PLC - American Depositary Shares (AZN)

Stocks (including ADRs)

SpouseIncome: Capital Gains($201 - $1,000)

Value

$1,001 - $15,000

Merrill Lynch ⇒ Merrill Lynch CMA ⇒ Broadcom Inc. - Common Stock (AVGO)

Stocks (including ADRs)

SpouseIncome: Capital Gains($201 - $1,000)

Value

$1,001 - $15,000

Merrill Lynch ⇒ Merrill Lynch CMA ⇒ Calamos Market Neutral Fd Cl I (CMNIX)

Mutual Funds

SpouseIncome: Capital Gains($0 - $0)

Value

$1,001 - $15,000

Merrill Lynch ⇒ Merrill Lynch CMA ⇒ Catalyst/Millburn Hedge Strategy Fund Class I (MBXIX)

Mutual Funds

SpouseIncome: Capital Gains($201 - $1,000)

Value

$1,001 - $15,000

Merrill Lynch ⇒ Merrill Lynch CMA ⇒ Caterpillar, Inc. Common Stock (CAT)

Stocks (including ADRs)

SpouseIncome: Capital Gains($1,001 - $2,500)

Value

$1,001 - $15,000

Merrill Lynch ⇒ Merrill Lynch CMA ⇒ Costco Wholesale Corporation - Common Stock (COST)

Stocks (including ADRs)

SpouseIncome: Capital Gains($1 - $200)

Value

$1,001 - $15,000

Merrill Lynch ⇒ Merrill Lynch CMA ⇒ CSX Corporation (CSX)

Stocks (including ADRs)

SpouseIncome: Capital Gains($1 - $200)

Value

$1,001 - $15,000

Merrill Lynch ⇒ Merrill Lynch CMA ⇒ DoorDash, Inc. - Common Stock (DASH)

Stocks (including ADRs)

SpouseIncome: Capital Gains($0 - $0)

Value

$1,001 - $15,000

Merrill Lynch ⇒ Merrill Lynch CMA ⇒ Eli Lilly and Company Common Stock (LLY)

Stocks (including ADRs)

SpouseIncome: Capital Gains($1,001 - $2,500)

Value

$1,001 - $15,000

Merrill Lynch ⇒ Merrill Lynch CMA ⇒ Exxon Mobil Corporation Common Stock (XOM)

Stocks (including ADRs)

SpouseIncome: Capital Gains($201 - $1,000)

Value

$1,001 - $15,000

Merrill Lynch ⇒ Merrill Lynch CMA ⇒ Fifth Third Bancorp - Common Stock (FITB)

Stocks (including ADRs)

SpouseIncome: Capital Gains($201 - $1,000)

Value

$1,001 - $15,000

Merrill Lynch ⇒ Merrill Lynch CMA ⇒ First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID)

Exchange Traded Funds (ETF)

SpouseIncome: Capital Gains($201 - $1,000)

Value

$1,001 - $15,000

Merrill Lynch ⇒ Merrill Lynch CMA ⇒ First Trust NASDAQ Cybersecurity ETF (CIBR)

Exchange Traded Funds (ETF)

SpouseIncome: Capital Gains($0 - $0)

Value

$1,001 - $15,000

Merrill Lynch ⇒ Merrill Lynch CMA ⇒ First Trust SMID Cap Rising Dividend Achievers ETF (SDVY)

Exchange Traded Funds (ETF)

SpouseIncome: Capital Gains($201 - $1,000)

Value

$15,001 - $50,000

Merrill Lynch ⇒ Merrill Lynch CMA ⇒ Freeport-McMoRan, Inc. Common Stock (FCX)

Stocks (including ADRs)

SpouseIncome: Capital Gains($201 - $1,000)

Value

$1,001 - $15,000

Merrill Lynch ⇒ Merrill Lynch CMA ⇒ Gilead Sciences, Inc. - Common Stock (GILD)

Stocks (including ADRs)

SpouseIncome: Capital Gains($1,001 - $2,500)

Value

$1,001 - $15,000

Merrill Lynch ⇒ Merrill Lynch CMA ⇒ Guggenheim Total Return Bond Fund- Institutional Class (GIBIX)

Mutual Funds

SpouseIncome: Capital Gains($1 - $200)

Value

$15,001 - $50,000

Merrill Lynch ⇒ Merrill Lynch CMA ⇒ Hartford Dynamic Bond Fund - Class I (HDBIX)

Mutual Funds

SpouseIncome: Capital Gains($1 - $200)

Value

$15,001 - $50,000

Merrill Lynch ⇒ Merrill Lynch CMA ⇒ Hewlett Packard Enterprise Company Common Stock (HPE)

Stocks (including ADRs)

SpouseIncome: Capital Gains($0 - $0)

Value

$1,001 - $15,000

Merrill Lynch ⇒ Merrill Lynch CMA ⇒ Home Depot, Inc. (HD)

Stocks (including ADRs)

SpouseIncome: Capital Gains($1 - $200)

Value

$1,001 - $15,000

Merrill Lynch ⇒ Merrill Lynch CMA ⇒ Interactive Brokers Group, Inc. - Class A Common Stock (IBKR)

Stocks (including ADRs)

SpouseIncome: Capital Gains($201 - $1,000)

Value

$1 - $1,000

Merrill Lynch ⇒ Merrill Lynch CMA ⇒ International Business Machines Corporation Common Stock (IBM)

Stocks (including ADRs)

SpouseIncome: Capital Gains($201 - $1,000)

Value

$1,001 - $15,000

Merrill Lynch ⇒ Merrill Lynch CMA ⇒ Invesco Aerospace & Defense ETF (PPA)

Exchange Traded Funds (ETF)

SpouseIncome: Capital Gains($2,501 - $5,000)

Value

$1,001 - $15,000

Merrill Lynch ⇒ Merrill Lynch CMA ⇒ iShares Core MSCI International Developed Markets ETF (IDEV)

Exchange Traded Funds (ETF)

SpouseIncome: Capital Gains($201 - $1,000)

Value

$1,001 - $15,000

Merrill Lynch ⇒ Merrill Lynch CMA ⇒ iShares Global Infrastructure ETF (IGF)

Exchange Traded Funds (ETF)

SpouseIncome: Capital Gains($1,001 - $2,500)

Value

$1,001 - $15,000

Merrill Lynch ⇒ Merrill Lynch CMA ⇒ iShares Gold Trust Shares (IAU)

Exchange Traded Funds (ETF)

SpouseIncome: Capital Gains($5,001 - $15,000)

Value

$15,001 - $50,000

Merrill Lynch ⇒ Merrill Lynch CMA ⇒ iShares Residential and Multisector Real Estate ETF (REZ)

Exchange Traded Funds (ETF)

SpouseIncome: Capital Gains($1 - $200)

Value

$1,001 - $15,000

Merrill Lynch ⇒ Merrill Lynch CMA ⇒ JP Morgan Chase & Co. Common Stock (JPM)

Stocks (including ADRs)

SpouseIncome: Capital Gains($1,001 - $2,500)

Value

$1,001 - $15,000

Merrill Lynch ⇒ Merrill Lynch CMA ⇒ Meta Platforms, Inc. - Class A Common Stock (META)

Stocks (including ADRs)

SpouseIncome: Capital Gains($201 - $1,000)

Value

$1,001 - $15,000

Merrill Lynch ⇒ Merrill Lynch CMA ⇒ Micron Technology, Inc. - Common Stock (MU)

Stocks (including ADRs)

SpouseIncome: Capital Gains($201 - $1,000)

Value

$1,001 - $15,000

Merrill Lynch ⇒ Merrill Lynch CMA ⇒ Microsoft Corporation - Common Stock (MSFT)

Stocks (including ADRs)

SpouseIncome: Capital Gains($201 - $1,000)

Value

$1,001 - $15,000

Merrill Lynch ⇒ Merrill Lynch CMA ⇒ Neuberger Berman Strategic Income Fund Institutional Class (NSTLX)

Mutual Funds

SpouseIncome: Capital Gains($201 - $1,000)

Value

$15,001 - $50,000

Merrill Lynch ⇒ Merrill Lynch CMA ⇒ NVIDIA Corporation - Common Stock (NVDA)

Stocks (including ADRs)

SpouseIncome: Capital Gains($2,501 - $5,000)

Value

$1,001 - $15,000

Merrill Lynch ⇒ Merrill Lynch CMA ⇒ Palo Alto Networks, Inc. (PANW)

Stocks (including ADRs)

SpouseIncome: Capital Gains($0 - $0)

Value

$1,001 - $15,000

Merrill Lynch ⇒ Merrill Lynch CMA ⇒ Progressive Corporation (PGR)

Stocks (including ADRs)

SpouseIncome: Capital Gains($0 - $0)

Value

$1,001 - $15,000

Merrill Lynch ⇒ Merrill Lynch CMA ⇒ RTX Corporation Common Stock (RTX)

Stocks (including ADRs)

SpouseIncome: Capital Gains($1,001 - $2,500)

Value

$1,001 - $15,000

Merrill Lynch ⇒ Merrill Lynch CMA ⇒ Seagate Technology Holdings PLC - Ordinary Shares (STX)

Stocks (including ADRs)

SpouseIncome: Capital Gains($1,001 - $2,500)

Value

$1,001 - $15,000

Merrill Lynch ⇒ Merrill Lynch CMA ⇒ Stryker Corporation Common Stock (SYK)

Stocks (including ADRs)

SpouseIncome: Capital Gains($201 - $1,000)

Value

$1,001 - $15,000

Merrill Lynch ⇒ Merrill Lynch CMA ⇒ Tesla, Inc. - Common Stock (TSLA)

Stocks (including ADRs)

SpouseIncome: Capital Gains($1 - $200)

Value

$1 - $1,000

Merrill Lynch ⇒ Merrill Lynch CMA ⇒ The Hartford International Value Fund Class I (HILIX)

Mutual Funds

SpouseIncome: Capital Gains($201 - $1,000)

Value

$15,001 - $50,000

Merrill Lynch ⇒ Merrill Lynch CMA ⇒ TJX Companies, Inc. (TJX)

Stocks (including ADRs)

SpouseIncome: Capital Gains($201 - $1,000)

Value

$1,001 - $15,000

Merrill Lynch ⇒ Merrill Lynch CMA ⇒ TPG Inc. - Class A Common Stock (TPG)

Stocks (including ADRs)

SpouseIncome: Capital Gains($1 - $200)

Value

$1,001 - $15,000

Merrill Lynch ⇒ Merrill Lynch CMA ⇒ VanEck Gold Miners ETF (GDX)

Exchange Traded Funds (ETF)

SpouseIncome: Capital Gains($2,501 - $5,000)

Value

$1,001 - $15,000

Merrill Lynch ⇒ Merrill Lynch CMA ⇒ Vertiv Holdings, LLC Class A Common Stock (VRT)

Stocks (including ADRs)

SpouseIncome: Capital Gains($201 - $1,000)

Value

$1 - $1,000

Merrill Lynch ⇒ Merrill Lynch CMA ⇒ Visa Inc. (V)

Stocks (including ADRs)

SpouseIncome: Capital Gains($201 - $1,000)

Value

$1,001 - $15,000

Merrill Lynch ⇒ Merrill Lynch CMA ⇒ Walmart Inc. - Common Stock (WMT)

Stocks (including ADRs)

SpouseIncome: Capital Gains($1,001 - $2,500)

Value

$1,001 - $15,000

Merrill Lynch ⇒ Merrill Lynch CMA ⇒ Waste Connections, Inc. Common Shares (WCN)

Stocks (including ADRs)

SpouseIncome: Capital Gains($0 - $0)

Value

$1,001 - $15,000

Merrill Lynch ⇒ Merrill Lynch CMA ⇒ Wells Fargo & Company Common Stock (WFC)

Stocks (including ADRs)

SpouseIncome: Capital Gains($201 - $1,000)

Value

$1,001 - $15,000

Merrill Lynch ⇒ Merrill Lynch CMA ⇒ Welltower Inc. Common Stock (WELL)

Stocks (including ADRs)

SpouseIncome: Capital Gains($201 - $1,000)

Value

$1,001 - $15,000

Merrill Lynch ⇒ Merrill Lynch CMA ⇒ Williams Companies, Inc. (WMB)

Stocks (including ADRs)

SpouseIncome: Capital Gains($201 - $1,000)

Value

$1,001 - $15,000

Merrill Lynch ⇒ Merrill Lynch CMA ⇒ Workday, Inc. - Class A Common Stock (WDAY)

Stocks (including ADRs)

SpouseIncome: Capital Gains($0 - $0)

Value

$1,001 - $15,000

Merrill Lynch ⇒ Merrill Lynch CMA ⇒ Xcel Energy Inc. (XEL)

Stocks (including ADRs)

SpouseIncome: Capital Gains($201 - $1,000)

Value

$1,001 - $15,000

Merrill Lynch ⇒ Merrill Lynch IRA MLPF&S ⇒ BlackRock Eq Dividend I (MADVX)

Mutual Funds

SpouseIncome: Capital Gains($1 - $200)

Value

$1,001 - $15,000

Merrill Lynch ⇒ Merrill Lynch IRA MLPF&S ⇒ BlackRock Liquidity Funds FedFund - Premier (BUPXX)

Mutual Funds

SpouseIncome: Capital Gains($0 - $0)

Value

$1 - $1,000

Merrill Lynch ⇒ Merrill Lynch IRA MLPF&S ⇒ Columbia Small Cap Value Fund I Class I (CSCZX)

Mutual Funds

SpouseIncome: Capital Gains($1 - $200)

Value

$1 - $1,000

Merrill Lynch ⇒ Merrill Lynch IRA MLPF&S ⇒ First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID)

Exchange Traded Funds (ETF)

SpouseIncome: Capital Gains($1 - $200)

Value

$1,001 - $15,000

Merrill Lynch ⇒ Merrill Lynch IRA MLPF&S ⇒ First Trust NASDAQ Cybersecurity ETF (CIBR)

Exchange Traded Funds (ETF)

SpouseIncome: Capital Gains($0 - $0)

Value

$1 - $1,000

Merrill Lynch ⇒ Merrill Lynch IRA MLPF&S ⇒ First Trust RBA American Industrial Renaissance ETF (AIRR)

Exchange Traded Funds (ETF)

SpouseIncome: Capital Gains($201 - $1,000)

Value

$1 - $1,000

Merrill Lynch ⇒ Merrill Lynch IRA MLPF&S ⇒ First Trust SMID Cap Rising Dividend Achievers ETF (SDVY)

Exchange Traded Funds (ETF)

SpouseIncome: Capital Gains($1 - $200)

Value

$1 - $1,000

Merrill Lynch ⇒ Merrill Lynch IRA MLPF&S ⇒ FullerThaler Behavioral Small-Cap Growth Fund Institutional Shares (FTXSX)

Mutual Funds

SpouseIncome: Capital Gains($1 - $200)

Value

$1,001 - $15,000

Merrill Lynch ⇒ Merrill Lynch IRA MLPF&S ⇒ Goldman Sachs GQG Partners International Opportunities Fund Institutional Shares (GSIMX)

Mutual Funds

SpouseIncome: Capital Gains($1 - $200)

Value

$1 - $1,000

Merrill Lynch ⇒ Merrill Lynch IRA MLPF&S ⇒ Hartford Schroders Emerging Markets Equity Fund (SEMNX)

Mutual Funds

SpouseIncome: Capital Gains($201 - $1,000)

Value

$1,001 - $15,000

Merrill Lynch ⇒ Merrill Lynch IRA MLPF&S ⇒ Invesco Aerospace & Defense ETF (PPA)

Exchange Traded Funds (ETF)

SpouseIncome: Capital Gains($1 - $200)

Value

$1,001 - $15,000

Merrill Lynch ⇒ Merrill Lynch IRA MLPF&S ⇒ iShares Core High Dividend ETF (HDV)

Exchange Traded Funds (ETF)

SpouseIncome: Capital Gains($201 - $1,000)

Value

$1,001 - $15,000

Merrill Lynch ⇒ Merrill Lynch IRA MLPF&S ⇒ iShares Global Infrastructure ETF (IGF)

Exchange Traded Funds (ETF)

SpouseIncome: Capital Gains($1 - $200)

Value

$1,001 - $15,000

Merrill Lynch ⇒ Merrill Lynch IRA MLPF&S ⇒ iShares Residential and Multisector Real Estate ETF (REZ)

Exchange Traded Funds (ETF)

SpouseIncome: Capital Gains($1 - $200)

Value

$1 - $1,000

Merrill Lynch ⇒ Merrill Lynch IRA MLPF&S ⇒ iShares Russell 1000 Growth Fund (IWF)

Exchange Traded Funds (ETF)

SpouseIncome: Capital Gains($201 - $1,000)

Value

$1,001 - $15,000

Merrill Lynch ⇒ Merrill Lynch IRA MLPF&S ⇒ iShares Russell 1000 Value ETF (IWD)

Exchange Traded Funds (ETF)

SpouseIncome: Capital Gains($201 - $1,000)

Value

$1,001 - $15,000

Merrill Lynch ⇒ Merrill Lynch IRA MLPF&S KATHRYN LYON ⇒ BlackRock Liquidity Funds FedFund - Premier (BUPXX)

Mutual Funds

SpouseIncome: Capital Gains($0 - $0)

Value

$1 - $1,000

Merrill Lynch ⇒ Merrill Lynch IRA MLPF&S KATHRYN LYON ⇒ iShares Core S&P U.S. Growth ETF (IUSG)

Exchange Traded Funds (ETF)

SpouseIncome: Capital Gains($201 - $1,000)

Value

$1,001 - $15,000

Merrill Lynch ⇒ Merrill Lynch IRA MLPF&S KATHRYN LYON ⇒ iShares Core S&P U.S. Value ETF (IUSV)

Exchange Traded Funds (ETF)

SpouseIncome: Capital Gains($201 - $1,000)

Value

$1,001 - $15,000

Merrill Lynch ⇒ Merrill Lynch IRA MLPF&S KATHRYN LYON ⇒ Vanguard FTSE Developed Markets ETF (VEA)

Exchange Traded Funds (ETF)

SpouseIncome: Capital Gains($201 - $1,000)

Value

$1,001 - $15,000

Merrill Lynch ⇒ Merrill Lynch IRA MLPF&S KATHRYN LYON ⇒ Vanguard FTSE Emerging Markets ETF (VWO)

Exchange Traded Funds (ETF)

SpouseIncome: Capital Gains($1 - $200)

Value

$1 - $1,000

Merrill Lynch ⇒ Merrill Lynch IRA MLPF&S KATHRYN LYON ⇒ Vanguard Russell 2000 ETF (VTWO)

Exchange Traded Funds (ETF)

SpouseIncome: Capital Gains($1 - $200)

Value

$1 - $1,000

Merrill Lynch ⇒ Merrill Lynch IRA MLPF&S ⇒ MFS Value Fund - Class I (MEIIX)

Mutual Funds

SpouseIncome: Capital Gains($0 - $0)

Value

$1,001 - $15,000

Merrill Lynch ⇒ Merrill Lynch IRA MLPF&S ⇒ The Hartford International Value Fund Class I (HILIX)

Mutual Funds

SpouseIncome: Capital Gains($201 - $1,000)

Value

$1,001 - $15,000

Merrill Lynch ⇒ Merrill Lynch IRA MLPF&S ⇒ VanEck Gold Miners ETF (GDX)

Exchange Traded Funds (ETF)

SpouseIncome: Capital Gains($201 - $1,000)

Value

$1,001 - $15,000

Merrill Lynch ⇒ Merrill Lynch IRA MLPF&S ⇒ Vanguard Russell 1000 Growth ETF (VONG)

Exchange Traded Funds (ETF)

SpouseIncome: Capital Gains($201 - $1,000)

Value

$1,001 - $15,000

Merrill Lynch ⇒ Merrill Lynch ROTH IRA ⇒ BlackRock Eq Dividend I (MADVX)

Mutual Funds

SpouseIncome: Capital Gains($1 - $200)

Value

$1,001 - $15,000

Merrill Lynch ⇒ Merrill Lynch ROTH IRA ⇒ BlackRock Liquidity Funds FedFund - Premier (BUPXX)

Mutual Funds

SpouseIncome: Capital Gains($0 - $0)

Value

$1 - $1,000

Merrill Lynch ⇒ Merrill Lynch ROTH IRA ⇒ Columbia Small Cap Value Fund I Class I (CSCZX)

Mutual Funds

SpouseIncome: Capital Gains($1 - $200)

Value

$1 - $1,000

Merrill Lynch ⇒ Merrill Lynch ROTH IRA ⇒ First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID)

Exchange Traded Funds (ETF)

SpouseIncome: Capital Gains($1 - $200)

Value

$1,001 - $15,000

Merrill Lynch ⇒ Merrill Lynch ROTH IRA ⇒ First Trust NASDAQ Cybersecurity ETF (CIBR)

Exchange Traded Funds (ETF)

SpouseIncome: Capital Gains($0 - $0)

Value

$1,001 - $15,000

Merrill Lynch ⇒ Merrill Lynch ROTH IRA ⇒ First Trust RBA American Industrial Renaissance ETF (AIRR)

Exchange Traded Funds (ETF)

SpouseIncome: Capital Gains($201 - $1,000)

Value

$1 - $1,000

Merrill Lynch ⇒ Merrill Lynch ROTH IRA ⇒ First Trust SMID Cap Rising Dividend Achievers ETF (SDVY)

Exchange Traded Funds (ETF)

SpouseIncome: Capital Gains($1 - $200)

Value

$1 - $1,000

Merrill Lynch ⇒ Merrill Lynch ROTH IRA ⇒ FullerThaler Behavioral Small-Cap Growth Fund Institutional Shares (FTXSX)

Mutual Funds

SpouseIncome: Capital Gains($1 - $200)

Value

$1,001 - $15,000

Merrill Lynch ⇒ Merrill Lynch ROTH IRA ⇒ Goldman Sachs GQG Partners International Opportunities Fund Institutional Shares (GSIMX)

Mutual Funds

SpouseIncome: Capital Gains($1 - $200)

Value

$1,001 - $15,000

Merrill Lynch ⇒ Merrill Lynch ROTH IRA ⇒ Hartford Schroders Emerging Markets Equity Fund (SEMNX)

Mutual Funds

SpouseIncome: Capital Gains($1,001 - $2,500)

Value

$1,001 - $15,000

Merrill Lynch ⇒ Merrill Lynch ROTH IRA ⇒ Invesco Aerospace & Defense ETF (PPA)

Exchange Traded Funds (ETF)

SpouseIncome: Capital Gains($1 - $200)

Value

$1,001 - $15,000

Merrill Lynch ⇒ Merrill Lynch ROTH IRA ⇒ iShares Core High Dividend ETF (HDV)

Exchange Traded Funds (ETF)

SpouseIncome: Capital Gains($201 - $1,000)

Value

$1,001 - $15,000

Merrill Lynch ⇒ Merrill Lynch ROTH IRA ⇒ iShares Core MSCI International Developed Markets ETF (IDEV)

Exchange Traded Funds (ETF)

SpouseIncome: Capital Gains($201 - $1,000)

Value

$1,001 - $15,000

Merrill Lynch ⇒ Merrill Lynch ROTH IRA ⇒ iShares Global Infrastructure ETF (IGF)

Exchange Traded Funds (ETF)

SpouseIncome: Capital Gains($1 - $200)

Value

$1,001 - $15,000

Merrill Lynch ⇒ Merrill Lynch ROTH IRA ⇒ iShares Residential and Multisector Real Estate ETF (REZ)

Exchange Traded Funds (ETF)

SpouseIncome: Capital Gains($1 - $200)

Value

$1,001 - $15,000

Merrill Lynch ⇒ Merrill Lynch ROTH IRA ⇒ iShares Russell 1000 Growth Fund (IWF)

Exchange Traded Funds (ETF)

SpouseIncome: Capital Gains($201 - $1,000)

Value

$1,001 - $15,000

Merrill Lynch ⇒ Merrill Lynch ROTH IRA ⇒ iShares Russell 1000 Value ETF (IWD)

Exchange Traded Funds (ETF)

SpouseIncome: Capital Gains($201 - $1,000)

Value

$1,001 - $15,000

Merrill Lynch ⇒ Merrill Lynch ROTH IRA ⇒ MFS Value Fund - Class I (MEIIX)

Mutual Funds

SpouseIncome: Capital Gains($0 - $0)

Value

$1,001 - $15,000

Merrill Lynch ⇒ Merrill Lynch ROTH IRA ⇒ The Hartford International Value Fund Class I (HILIX)

Mutual Funds

SpouseIncome: Capital Gains($201 - $1,000)

Value

$1,001 - $15,000

Merrill Lynch ⇒ Merrill Lynch ROTH IRA ⇒ VanEck Gold Miners ETF (GDX)

Exchange Traded Funds (ETF)

SpouseIncome: Capital Gains($201 - $1,000)

Value

$1,001 - $15,000

Merrill Lynch ⇒ Merrill Lynch ROTH IRA ⇒ Vanguard Russell 1000 Growth ETF (VONG)

Exchange Traded Funds (ETF)

SpouseIncome: Capital Gains($201 - $1,000)

Value

$1,001 - $15,000

Roth IRA ⇒ ClearBridge Growth Fund Class A (SHRAX)

Mutual Funds

SelfIncome: Capital Gains, Dividends($201 - $1,000)

Value

$1,001 - $15,000

Roth IRA ⇒ ClearBridge Value Fund - Class A (LGVAX)

Mutual Funds

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

Value

$1,001 - $15,000

Roth IRA ⇒ Franklin Global Equity Fund Class A (CFIPX)

Mutual Funds

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

Value

$1,001 - $15,000

State Bank of Southern Utah CD

Bank Accounts, Money Market Accounts and CDs

DependentIncome: Interest($1 - $200)

Value

$1,001 - $15,000

State Bank of Southern Utah CD

Bank Accounts, Money Market Accounts and CDs

DependentIncome: Interest($1 - $200)

Value

$1,001 - $15,000

State Bank of Southern Utah Checking

Bank Accounts, Money Market Accounts and CDs

JointIncome: Interest($1 - $200)

Value

$1,001 - $15,000

State Bank of Southern Utah Money Market

Bank Accounts, Money Market Accounts and CDs

JointIncome: Interest($1 - $200)

Value

$50,001 - $100,000

State Bank of Southern Utah Savings

Bank Accounts, Money Market Accounts and CDs

JointIncome: Interest($1 - $200)

Value

$1,001 - $15,000

TIAA SUU ⇒ CREF Equity Index Account - R4 (QCEQFX)

Mutual Funds

SpouseIncome: Capital Gains, Interest($201 - $1,000)

Value

$1,001 - $15,000

TIAA SUU ⇒ Nuveen International Equity Index Fund R6 (TCIEX)

Mutual Funds

SpouseIncome: Capital Gains, Interest($201 - $1,000)

Value

$1,001 - $15,000

TIAA SUU ⇒ TIAA Traditional

Fixed Annuity

SpouseIncome: Interest($1 - $200)

Value

$1 - $1,000

TIAA SUU ⇒ Vanguard Bond Index Fund Total Bond Mkt Index Fund Institutional Share (VBTIX)

Mutual Funds

SpouseIncome: Capital Gains, Interest($1 - $200)

Value

$1,001 - $15,000

TIAA SUU ⇒ Vanguard Real Estate Index Fund Admiral Shares (VGSLX)

Mutual Funds

SpouseIncome: Capital Gains, Interest($201 - $1,000)

Value

$1,001 - $15,000

Amount

$15,001 - $50,000

Newrez

Mortgage

Joint

Amount

$250,001 - $500,000

Paypal

Credit Card

Joint

Amount

$10,000 - $15,000