Kelly Morrison Stock Trades

HouseFollow

MN-03 · Democrat

Disclosed trades

127

Estimated volume

$6.1M

sum of bracket midpoints

Typical delay

19 days

trade to filing

Last filed

Aug 25, 2026

What their buys are worth now

14 disclosed purchases, valued at the latest close

Return

+37.5%

on paper

Gain

+$88.1K

unrealised

Disclosed cost

$234.5K

at bracket midpoints

Worth now

$322.6K

close of Oct 9, 2026

If Kelly Morrison still holds everything they disclosed buying. Disclosures do not report sales proceeds or current positions, so a stake sold last year still counts here — this is an upper bound, not a profit. Purchases are sized at the midpoint of the disclosed bracket, and dividends, fees and taxes are not included. 40 purchases have no market price and are left out. More on the limits.

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If you had copied every buy

Entering on the day each filing became public, and still holding

Putting $1,000 into each of 14 disclosed purchases — $14,000 invested — would be worth

$19,099

+$5,099 (+36.42%)

Positions

equally weighted

Their own timing

+40.59%

entering on their trade date

Best

AVGO

+98.71%

Worst

ASHGY

+6.28%

Each filing

14 positions

Filed	Ticker	You paid	They paid	Now	Worth	Return
Jan 20, 2026 41d after trading	ASHGY 14.61 sh	$68.45	$64.16	$72.75	$1,063	+6.28%
Jan 20, 2026 41d after trading	ASHGY 14.61 sh	$68.45	$64.16	$72.75	$1,063	+6.28%
Jan 20, 2026 41d after trading	ASHGY 14.61 sh	$68.45	$64.16	$72.75	$1,063	+6.28%
Jan 20, 2026 41d after trading	ASHGY 14.61 sh	$68.45	$64.16	$72.75	$1,063	+6.28%
May 13, 2025 32d after trading	META 1.52 sh	$656.03	$543.57	$718.67	$1,095	+9.55%
May 13, 2025 32d after trading	META 1.52 sh	$656.03	$543.57	$718.67	$1,095	+9.55%
May 13, 2025 32d after trading	AVGO 4.3 sh	$232.42	$181.94	$361.54	$1,556	+55.55%
May 13, 2025 32d after trading	AVGO 4.3 sh	$232.42	$181.94	$361.54	$1,556	+55.55%
Apr 11, 2025 21d after trading	AVGO 5.5 sh	$181.94	$191.66	$361.54	$1,987	+98.71%
Apr 11, 2025 21d after trading	AVGO 5.5 sh	$181.94	$191.66	$361.54	$1,987	+98.71%
Apr 11, 2025 18d after trading	META 1.84 sh	$543.57	$618.85	$718.67	$1,322	+32.21%
Apr 11, 2025 18d after trading	META 1.84 sh	$543.57	$618.85	$718.67	$1,322	+32.21%
Apr 11, 2025 18d after trading	META 1.84 sh	$543.57	$618.85	$718.67	$1,322	+32.21%
Apr 4, 2025 32d after trading	TGT 10.45 sh	$95.72	$120.76	$153.64	$1,605	+60.51%

A backtest, not a forecast. Every purchase gets the same stake because filings disclose a range, not a size. It ignores their sales, dividends, fees and taxes — each of which flatters the result, and 40 purchases could not be priced and are excluded.

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Holdings, 2025

Weights are each holding's share of roughly $20.9M in stocks, funds and ETFs — bank accounts and property are left out of the denominator

Asset	Weight	Held by	Value	Income
FZFXXBrokerage Account 1 ⇒ Fidelity Treasury Money Market Fund (FZFXX) [MF]	4.8%	spouse	over $1M	Interest
LINIXDeferred Compensation Program ⇒ BlackRock LifePath Index 2030 Port Insti Shs (LINIX) [MF]	4.8%	spouse	over $1M	None
LINIXRetirement Account 1 (401k) ⇒ BlackRock LifePath Index 2030 Port Insti Shs (LINIX) [MF]	4.8%	spouse	over $1M	Tax-Deferred
MSFTTrust 2 ⇒ Microsoft Corporation - Common Stock (MSFT) [ST] C: Inherited additional shares and gifted 113 shares to the Minnesota Foundation	3.6%	spouse	$500K – $1M	Dividends
IEFATrust 8 ⇒ iShares Core MSCI EAFE ETF (IEFA) [EF] C: Asset previously reported under former Trust 3 & Trust 4, both trusts terminated in 2025, and assets transferred to Trust 8. Transactions reported under separate Trusts 3 and 4 on Schedule B.	3.6%	spouse	$500K – $1M	Dividends
IVVTrust 8 ⇒ iShares Core S&P 500 ETF (IVV) [EF] C: Asset previously reported under former Trust 3 & Trust 4, both trusts terminated in 2025, and assets transferred to Trust 8	3.6%	spouse	$500K – $1M	Dividends
VOOTrust 8 ⇒ Vanguard S&P 500 ETF (VOO) [EF] C: Asset previously reported under former Trust 3 & Trust 4, both trusts terminated in 2025, and assets transferred to Trust 8	3.6%	spouse	$500K – $1M	Dividends
EKJYXRetirement Account 4 (401k) ⇒ Allspring Premier Large Company Growth Fund Insti Class (EKJYX) [MF]	1.8%		$250K – $500K	Tax-Deferred
PLSAXRetirement Account 4 (401k) ⇒ Principal Fds, Inc. LargeCap S&P 500 Index Fd Cl A (PLSAX) [MF]	1.8%		$250K – $500K	Tax-Deferred
COSTTrust 2 ⇒ Costco Wholesale Corporation - Common Stock (COST) [ST] C: Inherited additional shares	1.8%	spouse	$250K – $500K	Dividends
VWIUXTrust 2 ⇒ Vanguard Intermediate-Term Tax-Exempt Fd Admiral Shs (VWIUX) [MF]	1.8%	spouse	$250K – $500K	Dividends
VWIUXTrust 8 ⇒ Vanguard Intermediate-Term Tax-Exempt Fd Admiral Shs (VWIUX) [MF]	1.8%	spouse	$250K – $500K	Dividends
IEFATrust 1 ⇒ iShares Core MSCI EAFE ETF (IEFA) [EF]	1.8%		$250K – $500K	Dividends
IVVTrust 2 ⇒ iShares Core S&P 500 ETF (IVV) [EF]	1.8%	spouse	$250K – $500K	Dividends
IVVTrust 1 ⇒ iShares Core S&P 500 ETF (IVV) [EF]	1.8%		$250K – $500K	Dividends
VEATrust 2 ⇒ Vanguard FTSE Developed Markets ETF (VEA) [EF]	1.8%	spouse	$250K – $500K	Dividends
VOOTrust 7 ⇒ Vanguard S&P 500 ETF (VOO) [EF]	1.8%	spouse	$250K – $500K	Dividends
VVTrust 2 ⇒ Vanguard Large-Cap ETF (VV) [EF]	1.8%	spouse	$250K – $500K	Dividends
TGTBrokerage Account 1 ⇒ Target Corporation Common Stock (TGT) [ST]	0.84%	spouse	$100K – $250K	Dividends
TGTBrokerage Account 1 ⇒ Target Corporation Common Stock (TGT) [ST]	0.84%	spouse	$100K – $250K	None
VBILXDeferred Compensation Program ⇒ Vanguard Intermediate-Term Bond Index Fund Admiral Shares (VBILX) [MF]	0.84%	spouse	$100K – $250K	Tax-Deferred
OPOCXRetirement Account 4 (401k) ⇒ Invesco Discovery Fund Class A (OPOCX) [MF]	0.84%		$100K – $250K	Tax-Deferred
PMSIXRetirement Account 4 (401k) ⇒ Principal Fds, Inc. Core Plus Bond Fund, Institutional (PMSIX) [MF]	0.84%		$100K – $250K	Tax-Deferred
PSSIXRetirement Account 4 (401k) ⇒ Principal Fds, Inc. SmallCap S&P 600 Index Fd Insti Cl (PSSIX) [MF]	0.84%		$100K – $250K	Tax-Deferred
PMFJXRetirement Account 4 (401k) ⇒ Principal Fds, Inc.MidCap S&P 400 Index Fd J Cl (PMFJX) [MF]	0.84%		$100K – $250K	Tax-Deferred
MSFTTrust 1 ⇒ Microsoft Corporation - Common Stock (MSFT) [ST]	0.84%		$100K – $250K	Dividends
TSMTrust 1 ⇒ Taiwan Semiconductor Manufacturing Company Ltd. (TSM) [ST]	0.84%		$100K – $250K	Dividends
GOOGTrust 2 ⇒ Alphabet Inc. - Class C Capital Stock (GOOG) [ST]	0.84%	spouse	$100K – $250K	Dividends
APHTrust 2 ⇒ Amphenol Corporation Common Stock (APH) [ST]	0.84%	spouse	$100K – $250K	Dividends
AAPLTrust 2 ⇒ Apple Inc. - Common Stock (AAPL) [ST] C: Inherited additional shares	0.84%	spouse	$100K – $250K	Dividends
IBMTrust 2 ⇒ International Business Machines Corporation Common Stock (IBM) [ST] C: Inherited additional shares	0.84%	spouse	$100K – $250K	Dividends
TSMTrust 2 ⇒ Taiwan Semiconductor Manufacturing Company Ltd. (TSM) [ST]	0.84%	spouse	$100K – $250K	Dividends
GOOGTrust 8 ⇒ Alphabet Inc. - Class C Capital Stock (GOOG) [ST] C: Asset previously reported under former Trust 3 & Trust 4, both trusts terminated in 2025, and assets transferred to Trust 8	0.84%	spouse	$100K – $250K	Dividends
APHTrust 8 ⇒ Amphenol Corporation Common Stock (APH) [ST] C: Asset previously reported under former Trust 3 & Trust 4, both trusts terminated in 2025, and assets transferred to Trust 8	0.84%	spouse	$100K – $250K	Dividends
AAPLTrust 8 ⇒ Apple Inc. - Common Stock (AAPL) [ST] C: Asset previously reported under former Trust 3 & Trust 4, both trusts terminated in 2025, and assets transferred to Trust 8	0.84%	spouse	$100K – $250K	Dividends
TSMTrust 8 ⇒ Taiwan Semiconductor Manufacturing Company Ltd. (TSM) [ST] C: Asset previously reported under former Trust 3 & Trust 4, both trusts terminated in 2025, and assets transferred to Trust 8	0.84%	spouse	$100K – $250K	Dividends
FLTRTrust 8 ⇒ VanEck IG Floating Rate ETF (FLTR) [EF] C: Asset previously reported under former Trust 3 & Trust 4, both trusts terminated in 2025, and assets transferred to Trust 8	0.84%	spouse	$100K – $250K	Dividends
VWSUXTrust 8 ⇒ Vanguard Ultra-Short-Term Tax-Exempt Fund Admiral Shares (VWSUX) [MF] C: Asset previously reported under former Trust 3 & Trust 4, both trusts terminated in 2025, and assets transferred to Trust 8	0.84%	spouse	$100K – $250K	Dividends
VSCRXTrust 8 ⇒ Virtus KAR Small-Cap Core Fund R6 (VSCRX) [MF] C: Asset previously reported under former Trust 3 & Trust 4, both trusts terminated in 2025, and assets tranferred to Trust 8	0.84%	spouse	$100K – $250K	Capital Gains, Dividends
IEFATrust 7 ⇒ iShares Core MSCI EAFE ETF (IEFA) [EF]	0.84%	spouse	$100K – $250K	Dividends

Showing 40 of 243 disclosed assets.

Committees

What they oversee — the context a trade is read against

Bills they sponsored

Legislation introduced under their own name, newest first

HR9634Government Operations and PoliticsJul 9, 2026
Voter Choice Act
Referred to the House Committee on House Administration.
HR9441HealthJun 24, 2026
SAFE Training for OB-GYNs Act
Referred to the House Committee on Energy and Commerce.
HR9251HealthJun 10, 2026
School Access to Naloxone Act of 2026
Referred to the House Committee on Energy and Commerce.
HR8985Housing and Community DevelopmentMay 21, 2026
Housing for All Veterans Act of 2026
Referred to the House Committee on Financial Services.
HRES1282HealthMay 13, 2026
Recognizing the 75th anniversary of the American College of Obstetricians and Gynecologists and its critical role in advancing the practice of obstetrics and gynecology and the health and well-being of patients through excellence in clinical practice, education, advocacy, and research.
Referred to the House Committee on Energy and Commerce.
HR7841Armed Forces and National SecurityMar 5, 2026
Warrior Infertility Act
Referred to the House Committee on Veterans' Affairs.
HRES1054CongressFeb 10, 2026
Honoring the lives of Minnesota State House Speaker Emerita Melissa Hortman and Mark Hortman.
Referred to the House Committee on Oversight and Government Reform.
HR6215CommerceNov 20, 2025
Small Business RELIEF Act
Referred to the House Committee on Ways and Means.
HR5202HealthSep 8, 2025
BABIES Act
Referred to the House Committee on Energy and Commerce.
HR5203Armed Forces and National SecuritySep 8, 2025
To direct the Secretary of Veterans Affairs to update directives of the Department of Veterans Affairs regarding the management of acute sexual assault, and for other purposes.
Committee Hearings Held
HR4709HealthJul 23, 2025
Newborn Screening Saves Lives Reauthorization Act of 2025
Forwarded by Subcommittee to Full Committee by Voice Vote.
HR4520CommerceJul 17, 2025
SBIR/STTR Application Assistance Act
Referred to the Committee on Small Business, and in addition to the Committee on Science, Space, and Technology, for a period to be subsequently determined by the Speaker, in each case for consideration of such provisions as fall within the jurisdiction of the committee concerned.

Campaign finance

Reported to the FEC, through Jul 22, 2026

Raised

$1.4M

Spent

$973.4K

Cash on hand

$413.9K

From PACs

$208.8K

committee contributions

Exact figures, unlike the trade amounts on this page — campaign finance is reported to the dollar, a STOCK Act filing only ever as a bracket. Covers Kelly Morrison's own campaign committee and not outside spending on their behalf.

Recent votes

What they actually did, with the date to read a trade against

Date	Measure	Question	Vote
Sep 16, 2026	S 2403	Retire through Ownership Act	Yea
Sep 16, 2026	H R 9497	Water Resources Development Act	Yea
Sep 16, 2026	H R 9340	Ratepayer Protection Act	Yea
Sep 16, 2026	H J RES 213	Providing for congressional disapproval under chapter 8 of title 5, United States Code, of the rule issued by the Environmental Protection Agency relating to the “California State Nonroad Engine Pollution Control Standards; Commercial Harbor Craft Regulations; Notice of Decision”	Nay
Sep 16, 2026	H R 10326	PROOF Act	Nay
Sep 16, 2026	H R 9576	National Fraud Enforcement Division Act	Yea
Sep 16, 2026	H R 5334	An Act to amend the Internal Revenue Code of 1986 to allow early childhood educators to take the educator expense deduction, and for other purposes	Nay
Sep 15, 2026	H CON RES 93	Directing the President, pursuant to section 5(c) of the War Powers Resolution, to remove United States Armed Forces from hostilities with Iran	Yea
Sep 15, 2026	H J RES 210	Providing for congressional disapproval under chapter 8 of title 5, United States Code, of the rule submitted by the Environmental Protection Agency relating to “California State Nonroad Engine Pollution Control Standards; Ocean-Going Vessels At-Berth; Notice of Decision”	Nay
Sep 15, 2026	H R 9500	Tax Relief for Fraud Victims Act	Yea

Most traded

By number of disclosed transactions

ACN8x · $137.5K UPS6x · $48K RMD5x · $40K META5x · $89K ASHGY4x · $81K TMO4x · $81K AVGO4x · $56.5K ASHTY4x · $81K

Disclosed transactions

127 in total, newest first

Asset		Amount	Traded	Filed	Note
SOLS	sellspouseReduce	$1K – $15K	Aug 11, 2026	Aug 25, 2026 14 days later	—
MBGL	sellReduce	$1K – $15K	Aug 11, 2026	Aug 25, 2026 14 days later	—
MBGL	sellspouseReduce	$1K – $15K	Aug 11, 2026	Aug 25, 2026 14 days later	Asset acquired through a S&P Global (SPGI) spinoff.
MBGL	sellspouseReduce	$1K – $15K	Aug 11, 2026	Aug 25, 2026 14 days later	Asset acquired through a S&P Global (SPGI) spinoff.
ACN	sellspouseReduce	$15K – $50K	Aug 11, 2026	Aug 25, 2026 14 days later	—
ACN	sellReduce	$1K – $15K	Aug 11, 2026	Aug 25, 2026 14 days later	—
ACN	sellspouseReduce	$1K – $15K	Aug 11, 2026	Aug 25, 2026 14 days later	—
HONAV	buyspouseOpen	$15K – $50K	Jun 29, 2026	Jul 30, 2026 31 days later	Asset acquired when certain Honeywell International Inc. (HON) shares were exchanged for Honeywell Aerospace Inc. (HONAV) shares due to a spinoff. * For the complete list of asset type abbreviations, please visit https://fd.house.gov/reference/asset-type-codes.aspx. https://fd.house.gov/reference/asset-type-codes.aspx I V D Trust 2 (Owner: SP) I P O Yes No C S I CERTIFY that the statements I have made on the attached Periodic Transaction Report are true, complete, and correct to the best of my knowledge and belief. Further, I CERTIFY that I have disclosed all transactions as required by the STOCK Act. Digitally Signed: Hon. Kelly Louise Morrison , 07/30/2026
Andersen CorporationF S: New S O: Inves…	selljointReduce	$100K – $250K	Jun 19, 2026	Jul 9, 2026 20 days later	Window manufacturer * For the complete list of asset type abbreviations, please visit https://fd.house.gov/reference/asset-type-codes.aspx. https://fd.house.gov/reference/asset-type-codes.aspx I V D Investment Fund 1 (Owner: JT) L: US I P O Yes No C S I CERTIFY that the statements I have made on the attached Periodic Transaction Report are true, complete, and correct to the best of my knowledge and belief. Further, I CERTIFY that I have disclosed all transactions as required by the STOCK Act. Digitally Signed: Hon. Kelly Louise Morrison , 07/09/2026
StarCloudF S: New S O: Investment Fund …	selljointReduce	$15K – $50K	May 4, 2026	May 21, 2026 17 days later	Data Centers, Redmond, WA * For the complete list of asset type abbreviations, please visit https://fd.house.gov/reference/asset-type-codes.aspx. https://fd.house.gov/reference/asset-type-codes.aspx I V D Investment Fund 1 (Owner: JT) L: US I P O Yes No C S I CERTIFY that the statements I have made on the attached Periodic Transaction Report are true, complete, and correct to the best of my knowledge and belief. Further, I CERTIFY that I have disclosed all transactions as required by the STOCK Act. Digitally Signed: Hon. Kelly Louise Morrison , 05/21/2026
Star Catcher Industries, Inc.F S: New S…	selljointReduce	$15K – $50K	May 4, 2026	May 5, 2026 1 day later	Energy infrastructure in space, Jacksonville, FL
Saronic TechnologiesF S: New S O: Inves…	selljointReduce	$15K – $50K	May 4, 2026	May 5, 2026 1 day later	Autonomous maritime vessels, Austin, TX
Hermeus CorpF S: New S O: Investment Fu…	selljointReduce	$15K – $50K	May 4, 2026	May 5, 2026 1 day later	High speed aircraft manufacturer, Atlanta, GA
Pelvital USA, Inc.F S: New S O: Investm…	buyjointOpen	$15K – $50K	Apr 17, 2026	May 5, 2026 18 days later	Medical devices, Minneapolis, MN
Artistry in Motion, LLCF S: New S O: In…	buyjointOpen	$50K – $100K	Apr 15, 2026	May 5, 2026 20 days later	Live events special effects, Northridge, CA
CavallF S: New S O: Investment Fund 1 D…	buyjointOpen	$1K – $15K	Apr 14, 2026	May 5, 2026 21 days later	Sports Software, London, UK
Star Catcher Industries, Inc.F S: New S…	buyjointOpen	$15K – $50K	Apr 6, 2026	May 5, 2026 29 days later	Energy infrastructure in space, Jacksonville, FL * For the complete list of asset type abbreviations, please visit https://fd.house.gov/reference/asset-type-codes.aspx . https://fd.house.gov/reference/asset-type-codes.aspx I V D Investment Fund 1 (Owner: JT) L: US I P O Yes No C S I CERTIFY that the statements I have made on the attached Periodic Transaction Report are true, complete, and correct to the best of my knowledge and belief. Further, I CERTIFY that I have disclosed all transactions as required by the STOCK Act. Digitally Signed: Hon. Kelly Louise Morrison , 05/05/2026
StarCloudF S: New S O: Investment Fund …	buyOpen	$15K – $50K	Mar 15, 2026	Apr 2, 2026 18 days later	Data Centers, Redmond, WA * For the complete list of asset type abbreviations, please visit https://fd.house.gov/reference/asset-type-codes.aspx . https://fd.house.gov/reference/asset-type-codes.aspx I V D Investment Fund 1 L: US I P O Yes No C S I CERTIFY that the statements I have made on the attached Periodic Transaction Report are true, complete, and correct to the best of my knowledge and belief. Further, I CERTIFY that I have disclosed all transactions as required by the STOCK Act. Digitally Signed: Hon. Kelly Louise Morrison , 04/02/2026
Andersen CorporationF S: New S O: Inves…	sellReduce	$100K – $250K	Mar 15, 2026	Apr 2, 2026 18 days later	Window Manufacturer, Bayport, WI
Saronic TechnologiesF S: New S O: Inves…	buyOpen	$15K – $50K	Mar 9, 2026	Mar 10, 2026 1 day later	Autonomous maritime vessels; Austin, TX
MICC	sellReduce	$1K – $15K	Mar 8, 2026	Mar 10, 2026 2 days later	—
MICC	sellReduce	$1K – $15K	Mar 8, 2026	Mar 10, 2026 2 days later	—
AJG	sellReduce	$1K – $15K	Mar 8, 2026	Mar 10, 2026 2 days later	—
AJG	sellReduce	$1K – $15K	Mar 8, 2026	Mar 10, 2026 2 days later	—
AJG	sellReduce	$15K – $50K	Mar 8, 2026	Mar 10, 2026 2 days later	—
Hermeus CorpF S: New S O: Investment Fu…	buyOpen	$15K – $50K	Mar 2, 2026	Mar 5, 2026 3 days later	High speed aircraft manufacturer, Atlanta, GA * For the complete list of asset type abbreviations, please visit https://fd.house.gov/reference/asset-type-codes.aspx. https://fd.house.gov/reference/asset-type-codes.aspx I V D Investment Fund 1 L: US I P O Yes No C S I CERTIFY that the statements I have made on the attached Periodic Transaction Report are true, complete, and correct to the best of my knowledge and belief. Further, I CERTIFY that I have disclosed all transactions as required by the STOCK Act. Digitally Signed: Hon. Kelly Louise Morrison , 03/05/2026
Arcade AI. Inc.F S: New S O: Investment…	buyOpen	$15K – $50K	Mar 2, 2026	Mar 3, 2026 1 day later	San Francisco, CA * For the complete list of asset type abbreviations, please visit https://fd.house.gov/reference/asset-type-codes.aspx. https://fd.house.gov/reference/asset-type-codes.aspx I V D Investment Fund 1 L: US I P O Yes No C S I CERTIFY that the statements I have made on the attached Periodic Transaction Report are true, complete, and correct to the best of my knowledge and belief. Further, I CERTIFY that I have disclosed all transactions as required by the STOCK Act. Digitally Signed: Hon. Kelly Louise Morrison , 03/03/2026
Rhoda AIF S: New S O: Investment Fund 1…	buyOpen	$15K – $50K	Feb 20, 2026	Feb 25, 2026 5 days later	Robotics; San Jose, CA * For the complete list of asset type abbreviations, please visit https://fd.house.gov/reference/asset-type-codes.aspx. https://fd.house.gov/reference/asset-type-codes.aspx I V D Investment Fund 1 L: US I P O Yes No C S I CERTIFY that the statements I have made on the attached Periodic Transaction Report are true, complete, and correct to the best of my knowledge and belief. Further, I CERTIFY that I have disclosed all transactions as required by the STOCK Act. Digitally Signed: Hon. Kelly Louise Morrison , 02/25/2026
HM Companies LLCF S: New S O: Investmen…	buyOpen	$1K – $15K	Feb 11, 2026	Mar 2, 2026 19 days later	Boca Raton, FL * For the complete list of asset type abbreviations, please visit https://fd.house.gov/reference/asset-type-codes.aspx. https://fd.house.gov/reference/asset-type-codes.aspx I V D Investment Fund 1 L: US I P O Yes No C S I CERTIFY that the statements I have made on the attached Periodic Transaction Report are true, complete, and correct to the best of my knowledge and belief. Further, I CERTIFY that I have disclosed all transactions as required by the STOCK Act. Digitally Signed: Hon. Kelly Louise Morrison , 03/02/2026
Axiom Quant Inc. (dba Axiom Math)F S: N…	buyOpen	$15K – $50K	Feb 11, 2026	Mar 2, 2026 19 days later	San Francisco, CA
Project StardustF S: New S O: Investmen…	buyOpen	$15K – $50K	Feb 11, 2026	Feb 25, 2026 14 days later	Fetal Monitoring Medical Equipment Manufacturing; Palo Alto, CA
Advanced Machine Intelligence (AMI) Lab…	buyOpen	$15K – $50K	Jan 29, 2026	Feb 12, 2026 14 days later	World Model AI, Paris, France * For the complete list of asset type abbreviations, please visit https://fd.house.gov/reference/asset-type-codes.aspx. https://fd.house.gov/reference/asset-type-codes.aspx I V D Investment Fund 1 L: US I P O Yes No C S I CERTIFY that the statements I have made on the attached Periodic Transaction Report are true, complete, and correct to the best of my knowledge and belief. Further, I CERTIFY that I have disclosed all transactions as required by the STOCK Act. Digitally Signed: Hon. Kelly Louise Morrison , 02/12/2026
Sygaldry Technologies, Inc.F S: New S O…	buyOpen	$15K – $50K	Jan 29, 2026	Feb 4, 2026 6 days later	Computer Servers, Santa Monica, CA
Aalo AtomicsF S: New S O: Investment Fu…	buyOpen	$15K – $50K	Jan 29, 2026	Feb 4, 2026 6 days later	Nuclear Power, Austin, TX
Andersen CorporationF S: New S O: Inves…	sellReduce	$250K – $500K	Jan 20, 2026	Apr 2, 2026 72 days later	Window Manufacturer, Bayport, WI
Varda Space Industries, Inc.F S: New S …	buyOpen	$15K – $50K	Jan 20, 2026	Feb 4, 2026 15 days later	Microgravity Manufacturing, El Segundo, CA
Modak Communities Inc.F S: New S O: Inv…	buyOpen	$15K – $50K	Jan 20, 2026	Feb 4, 2026 15 days later	Financial Technology, Menlo Park, CA
CogniChip, Inc.F S: New S O: Investment…	buyOpen	$15K – $50K	Jan 20, 2026	Feb 4, 2026 15 days later	AI Chip Design, Redwood City, CA
FluxAIF S: New S O: Investment Fund 1 D…	buyOpen	$15K – $50K	Dec 22, 2025	Apr 2, 2026 101 days later	AI Hardware Engineer, San Francisco, CA
CavallF S: New S O: Investment Fund 1 D…	buyOpen	$1K – $15K	Dec 22, 2025	Apr 2, 2026 101 days later	Sports Software, London, UK
I V D I P O C S my knowledge and belie…	buyOpen	$15K – $50K	Dec 15, 2025	Dec 19, 2025 4 days later	Social commerce company, Richmond, VA * For the complete list of asset type abbreviations, please visit https://fd.house.gov/reference/asset-type-codes.aspx. https://fd.house.gov/reference/asset-type-codes.aspx I V D Investment Fund 1 L: US I P O Yes No C S I CERTIFY that the statements I have made on the attached Periodic Transaction Report are true, complete, and correct to the best of my knowledge and belief. Further, I CERTIFY that I have disclosed all transactions as required by the STOCK Act. Digitally Signed: Hon. Kelly Louise Morrison , 12/19/2025
ASHGY	buyOpen	$1K – $15K	Dec 10, 2025	Jan 20, 2026 41 days later	Mandatory Exchange 1:1 ASHTEAD GROUP PLC ADR for ASHTEAD GROUP PLC-UNSPON ADR * For the complete list of asset type abbreviations, please visit https://fd.house.gov/reference/asset-type-codes.aspx. https://fd.house.gov/reference/asset-type-codes.aspx I V D Trust 1
ASHGY	buyOpen	$1K – $15K	Dec 10, 2025	Jan 20, 2026 41 days later	Mandatory Exchange 1:1 ASHTEAD GROUP PLC ADR for ASHTEAD GROUP PLC-UNSPON ADR
ASHGY	buyOpen	$15K – $50K	Dec 10, 2025	Jan 20, 2026 41 days later	Mandatory Exchange 1:1 ASHTEAD GROUP PLC ADR for ASHTEAD GROUP PLC-UNSPON ADR
ASHGY	buyOpen	$15K – $50K	Dec 10, 2025	Jan 20, 2026 41 days later	Mandatory Exchange 1:1 ASHTEAD GROUP PLC ADR for ASHTEAD GROUP PLC-UNSPON ADR
I V D I P O C S my knowledge and belie…	buyOpen	$15K – $50K	Oct 24, 2025	Nov 6, 2025 13 days later	Medical devices * For the complete list of asset type abbreviations, please visit https://fd.house.gov/reference/asset-type-codes.aspx. https://fd.house.gov/reference/asset-type-codes.aspx I V D Investment Fund 1 L: US I P O Yes No C S I CERTIFY that the statements I have made on the attached Periodic Transaction Report are true, complete, and correct to the best of my knowledge and belief. Further, I CERTIFY that I have disclosed all transactions as required by the STOCK Act. Digitally Signed: Hon. Kelly Louise Morrison , 11/06/2025
Andersen CorporationF S: New S O: Inves…	sellReduce	$50K – $100K	Oct 15, 2025	Apr 2, 2026 169 days later	Window Manufacturer, Bayport, WI
Andersen CorporationF S: New S O: Inves…	sellReduce	$100K – $250K	Sep 15, 2025	Apr 2, 2026 199 days later	Window Manufacturer, Bayport, WI
VZ	sellReduce	$1K – $15K	Aug 19, 2025	Sep 11, 2025 23 days later	—
TMO	sellReduce	$1K – $15K	Aug 19, 2025	Sep 11, 2025 23 days later	—
TMO	sellReduce	$1K – $15K	Aug 19, 2025	Sep 11, 2025 23 days later	—
TMO	sellReduce	$15K – $50K	Aug 19, 2025	Sep 11, 2025 23 days later	—
TMO	sellReduce	$15K – $50K	Aug 19, 2025	Sep 11, 2025 23 days later	—
JNJ	sellReduce	$1K – $15K	Aug 19, 2025	Sep 11, 2025 23 days later	—
ACN	sellReduce	$1K – $15K	Aug 19, 2025	Sep 11, 2025 23 days later	—
ACN	sellReduce	$1K – $15K	Aug 19, 2025	Sep 11, 2025 23 days later	—
ACN	sellReduce	$1K – $15K	Aug 19, 2025	Sep 11, 2025 23 days later	—
ACN	sellReduce	$15K – $50K	Aug 19, 2025	Sep 11, 2025 23 days later	—
ACN	sellReduce	$15K – $50K	Aug 19, 2025	Sep 11, 2025 23 days later	—
I V D I P O C S my knowledge and belie…	buyOpen	$50K – $100K	Aug 7, 2025	Aug 19, 2025 12 days later	Tree Care Services * For the complete list of asset type abbreviations, please visit https://fd.house.gov/reference/asset-type-codes.aspx. https://fd.house.gov/reference/asset-type-codes.aspx I V D Investment Fund 1 L: US I P O Yes No C S I CERTIFY that the statements I have made on the attached Periodic Transaction Report are true, complete, and correct to the best of my knowledge and belief. Further, I CERTIFY that I have disclosed all transactions as required by the STOCK Act. Digitally Signed: Hon. Kelly Louise Morrison , 08/19/2025
I V D I P O C S my knowledge and belie…	buyOpen	$15K – $50K	Jul 25, 2025	Aug 3, 2025 9 days later	B2B software * For the complete list of asset type abbreviations, please visit https://fd.house.gov/reference/asset-type-codes.aspx. https://fd.house.gov/reference/asset-type-codes.aspx I V D Investment Fund 1 L: US I P O Yes No C S I CERTIFY that the statements I have made on the attached Periodic Transaction Report are true, complete, and correct to the best of my knowledge and belief. Further, I CERTIFY that I have disclosed all transactions as required by the STOCK Act. Digitally Signed: Hon. Kelly Louise Morrison , 08/03/2025
F S: New S O: Investment Fund 1 D: Comm…	buyOpen	$50K – $100K	Jul 25, 2025	Aug 3, 2025 9 days later	Communications technology and service
Andersen CorporationF S: New S O: Inves…	sellReduce	$250K – $500K	Jun 15, 2025	Apr 2, 2026 291 days later	Window Manufacturer, Bayport, WI
ZBRA	sellReduce	$1K – $15K	Jun 4, 2025	Jun 18, 2025 14 days later	—
ZBRA	sellReduce	$15K – $50K	Jun 4, 2025	Jun 18, 2025 14 days later	—
ZBRA	sellReduce	$1K – $15K	Jun 4, 2025	Jun 18, 2025 14 days later	—
ZBRA	sellReduce	$1K – $15K	Jun 4, 2025	Jun 18, 2025 14 days later	—
WEX	sellReduce	$1K – $15K	Jun 4, 2025	Jun 18, 2025 14 days later	—
WEX	sellReduce	$1K – $15K	Jun 4, 2025	Jun 18, 2025 14 days later	—
WEX	sellReduce	$1K – $15K	Jun 4, 2025	Jun 18, 2025 14 days later	—
UPS	sellReduce	$1K – $15K	Jun 4, 2025	Jun 18, 2025 14 days later	—
UPS	sellReduce	$1K – $15K	Jun 4, 2025	Jun 18, 2025 14 days later	—
UPS	sellReduce	$1K – $15K	Jun 4, 2025	Jun 18, 2025 14 days later	—
RMD	sellReduce	$1K – $15K	Jun 4, 2025	Jun 18, 2025 14 days later	—
RMD	sellReduce	$1K – $15K	Jun 4, 2025	Jun 18, 2025 14 days later	—
RMD	sellReduce	$1K – $15K	Jun 4, 2025	Jun 18, 2025 14 days later	—
RMD	sellReduce	$1K – $15K	Jun 4, 2025	Jun 18, 2025 14 days later	—
NKE	sellReduce	$1K – $15K	Jun 4, 2025	Jun 18, 2025 14 days later	—
NKE	sellReduce	$1K – $15K	Jun 4, 2025	Jun 18, 2025 14 days later	—
HLI	sellReduce	$1K – $15K	Jun 4, 2025	Jun 18, 2025 14 days later	—
I V D I P O C S my knowledge and belie…	buyOpen	$50K – $100K	May 5, 2025	Jun 4, 2025 30 days later	Aviation parts manufacturer * For the complete list of asset type abbreviations, please visit https://fd.house.gov/reference/asset-type-codes.aspx. https://fd.house.gov/reference/asset-type-codes.aspx I V D Investment Fund 1 L: US I P O Yes No C S I CERTIFY that the statements I have made on the attached Periodic Transaction Report are true, complete, and correct to the best of my knowledge and belief. Further, I CERTIFY that I have disclosed all transactions as required by the STOCK Act. Digitally Signed: Hon. Kelly Louise Morrison , 06/04/2025
RMD	sellReduce	$1K – $15K	Apr 28, 2025	May 13, 2025 15 days later	—
META	buyOpen	$1K – $15K	Apr 11, 2025	May 13, 2025 32 days later	—
META	buyOpen	$15K – $50K	Apr 11, 2025	May 13, 2025 32 days later	—
AVGO	buyOpen	$1K – $15K	Apr 11, 2025	May 13, 2025 32 days later	—
AVGO	buyOpen	$15K – $50K	Apr 11, 2025	May 13, 2025 32 days later	—
ASHTY	sellReduce	$1K – $15K	Apr 10, 2025	May 13, 2025 33 days later	—
ASHTY	sellReduce	$1K – $15K	Apr 10, 2025	May 13, 2025 33 days later	—
ASHTY	sellReduce	$15K – $50K	Apr 10, 2025	May 13, 2025 33 days later	—
ASHTY	sellReduce	$15K – $50K	Apr 10, 2025	May 13, 2025 33 days later	—
I V D I P O C S my knowledge and belie…	buyOpen	$1K – $15K	Apr 10, 2025	May 5, 2025 25 days later	Advanced Fabrication & Welding Solutions Company * For the complete list of asset type abbreviations, please visit https://fd.house.gov/reference/asset-type-codes.aspx. https://fd.house.gov/reference/asset-type-codes.aspx I V D Investment Fund 1 L: US I P O Yes No C S I CERTIFY that the statements I have made on the attached Periodic Transaction Report are true, complete, and correct to the best of my knowledge and belief. Further, I CERTIFY that I have disclosed all transactions as required by the STOCK Act. Digitally Signed: Hon. Kelly Louise Morrison , 05/05/2025
2000137339 F S: Deleted S O: Trust 2 D:…	buyOpen	$1K – $15K	Apr 1, 2025	Jun 18, 2025 78 days later	Interest
2000137338 F S: Deleted S O: Trust 2 D:…	buyOpen	$1K – $15K	Apr 1, 2025	Jun 18, 2025 78 days later	Interest
F S: New S O: Trust 2 D: Interest MINNE…	buyOpen	$1K – $15K	Apr 1, 2025	May 13, 2025 42 days later	Interest
F S: New S O: Trust 2 D: Interest CHASK…	buyOpen	$1K – $15K	Apr 1, 2025	May 13, 2025 42 days later	Interest
META	buyOpen	$15K – $50K	Mar 24, 2025	Apr 11, 2025 18 days later	—
META	buyOpen	$1K – $15K	Mar 24, 2025	Apr 11, 2025 18 days later	—
META	buyOpen	$1K – $15K	Mar 24, 2025	Apr 11, 2025 18 days later	—
AVGO	buyOpen	$1K – $15K	Mar 21, 2025	Apr 11, 2025 21 days later	—
AVGO	buyOpen	$1K – $15K	Mar 21, 2025	Apr 11, 2025 21 days later	—

Source: the original filing