Congress
Harriet Hageman
Congressional disclosures describe the filer and reportable household transactions, with amounts in ranges.
Source last checked 2026-10-12 01:31 UTC. Reporting dates appear with the records.
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Illustration assumes buying this stock at the first displayed close and holding through the last. It does not represent this person's investment or earnings. Uses stored split-adjusted closing prices, without dividends, fees or taxes. Only mapped USD share positions qualify for firm estimates; options, debt and unmapped holdings are excluded. This chart covers the selected stock.
Annual holdings, 2025
Disclosed value ranges from the annual report. These are not current market values.
| Asset | Disclosed range |
|---|---|
| Ascensus Trust ⇒ BlackRock LifePath Index Retirement Fund [MF] | $100K – $250K |
| RBC Wealth Management ⇒ IRA ⇒ Vanguard International High Dividend Yield ETF (VYMI) [EF] | $100K – $250K |
| RBC Wealth Management ⇒ RBC 9 ⇒ Bank of California Los Angeles CD 3/20/2026 [BA] | $100K – $250K |
| State Farm ⇒ BlackRock Lifepath Index 2030 Fund Class P [MF] . | $100K – $250K |
| Equitable Life Insurance [WU] | $50K – $100K |
| New York Life Insurance [WU] | $50K – $100K |
| RBC Wealth Management ⇒ IRA ⇒ American Electric Power Company, Inc. (AEP) [ST] | $50K – $100K |
| RBC Wealth Management ⇒ IRA ⇒ Bank of America Corporation Common Stock (BAC) [ST] | $50K – $100K |
| RBC Wealth Management ⇒ IRA ⇒ BlackRock, Inc. Common Stock (BLK) [ST] | $50K – $100K |
| RBC Wealth Management ⇒ IRA ⇒ Cisco Systems, Inc. - Common Stock (CSCO) [ST] | $50K – $100K |
| RBC Wealth Management ⇒ IRA ⇒ CVS Health Corporation Common Stock (CVS) [ST] | $50K – $100K |
| RBC Wealth Management ⇒ IRA ⇒ Dollar General Corporation Common Stock (DG) [ST] | $50K – $100K |
| RBC Wealth Management ⇒ IRA ⇒ Duke Energy Corporation (DUK) [ST] | $50K – $100K |
| RBC Wealth Management ⇒ IRA ⇒ FlexShares International Quality Dividend Index Fund (IQDF) [EF] | $50K – $100K |
| RBC Wealth Management ⇒ IRA ⇒ GSK plc American Depositary Shares (GSK) [ST] | $50K – $100K |
| RBC Wealth Management ⇒ IRA ⇒ Janus Henderson AAA CLO ETF (JAAA) [EF] | $50K – $100K |
| RBC Wealth Management ⇒ IRA ⇒ Lockheed Martin Corporation Common Stock (LMT) [ST] | $50K – $100K |
| RBC Wealth Management ⇒ IRA ⇒ PNC Financial Services Group, Inc. (PNC) [ST] | $50K – $100K |
| RBC Wealth Management ⇒ IRA ⇒ Target Corporation Common Stock (TGT) [ST] | $50K – $100K |
| RBC Wealth Management ⇒ IRA ⇒ U.S. Bancorp Common Stock (USB) [ST] | $50K – $100K |
| RBC Wealth Management ⇒ IRA ⇒ Vanguard Emerging Markets Government Bond ETF (VWOB) [EF] | $50K – $100K |
| RBC Wealth Management ⇒ IRA ⇒ Vanguard Intermediate-Term Corporate Bond ETF (VCIT) | $50K – $100K |
| RBC Wealth Management ⇒ IRA ⇒ Williams Companies, Inc. (WMB) [ST] | $50K – $100K |
| RBC Wealth Management ⇒ IRA ⇒ JPMorgan Equity Premium Income ETF (JEPI) [EF] | $50K – $100K |
| ANB Bank Checking Account [BA] | $15K – $50K |
| RBC Wealth Management ⇒ IRA ⇒ Alphabet Inc. - Class A Common Stock (GOOGL) [ST] | $15K – $50K |
| RBC Wealth Management ⇒ IRA ⇒ Apple Inc. - Common Stock (AAPL) [ST] | $15K – $50K |
| RBC Wealth Management ⇒ IRA ⇒ AT&T Inc. (T) [ST] | $15K – $50K |
| RBC Wealth Management ⇒ IRA ⇒ Chevron Corporation Common Stock (CVX) [ST] | $15K – $50K |
| RBC Wealth Management ⇒ IRA ⇒ Clorox Company (CLX) [ST] | $15K – $50K |
| RBC Wealth Management ⇒ IRA ⇒ Crown Castle Inc. Common Stock (CCI) [ST] | $15K – $50K |
| RBC Wealth Management ⇒ IRA ⇒ Digital Realty Trust, Inc. Common Stock (DLR) [ST] | $15K – $50K |
| RBC Wealth Management ⇒ IRA ⇒ International Business Machines Corporation Common Stock (IBM) [ST] | $15K – $50K |
| RBC Wealth Management ⇒ IRA ⇒ Invesco CEF Income Composite ETF (PCEF) [EF] | $15K – $50K |
| RBC Wealth Management ⇒ IRA ⇒ Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) [EF] | $15K – $50K |
| RBC Wealth Management ⇒ IRA ⇒ | $15K – $50K |
| RBC Wealth Management ⇒ IRA ⇒ JP Morgan Chase & Co. Common Stock (JPM) [ST] | $15K – $50K |
| RBC Wealth Management ⇒ IRA ⇒ JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) [EF] | $15K – $50K |
| RBC Wealth Management ⇒ IRA ⇒ Lowe's Companies, Inc. Common Stock (LOW) [ST] | $15K – $50K |
| RBC Wealth Management ⇒ IRA ⇒ LyondellBasell Industries NV Ordinary Shares Class A (LYB) [ST] | $15K – $50K |
| RBC Wealth Management ⇒ IRA ⇒ Microsoft Corporation - Common Stock (MSFT) [ST] | $15K – $50K |
| RBC Wealth Management ⇒ IRA ⇒ Nike, Inc. Common Stock (NKE) [ST] | $15K – $50K |
| RBC Wealth Management ⇒ IRA ⇒ PepsiCo, Inc. - Common Stock (PEP) [ST] | $15K – $50K |
| RBC Wealth Management ⇒ IRA ⇒ Pfizer, Inc. Common Stock (PFE) [ST] | $15K – $50K |
| RBC Wealth Management ⇒ IRA ⇒ Public Storage Common Stock (PSA) [ST] | $15K – $50K |
| RBC Wealth Management ⇒ IRA ⇒ RBC Capital Markets LLC IRA Sweep Account [IH] | $15K – $50K |
| RBC Wealth Management ⇒ IRA ⇒ RBC IRA Cash [BA] | $15K – $50K |
| RBC Wealth Management ⇒ IRA ⇒ Restaurant Brands International Inc. Common Shares (QSR) [ST] | $15K – $50K |
| RBC Wealth Management ⇒ IRA ⇒ Schwab Intermediate-Term U.S. Treasury ETF (SCHR) [EF] | $15K – $50K |
| RBC Wealth Management ⇒ IRA ⇒ Union Pacific Corporation Common Stock (UNP) [ST] | $15K – $50K |
| RBC Wealth Management ⇒ IRA ⇒ United Parcel Service, Inc. Common Stock (UPS) [ST] | $15K – $50K |
| RBC Wealth Management ⇒ IRA ⇒ Vanguard Long-Term Corporate Bond ETF (VCLT) [EF] | $15K – $50K |
| RBC Wealth Management ⇒ IRA ⇒ Verizon Communications Inc. Common Stock (VZ) [ST] | $15K – $50K |
| RBC Wealth Management ⇒ IRA ⇒ Visa Inc. (V) [ST] | $15K – $50K |
| RBC Wealth Management ⇒ IRA ⇒ Xtrackers USD High Yield Corporate Bond ETF (HYLB) [EF] | $15K – $50K |
| RBC Wealth Management ⇒ RBC 9 ⇒ RBC Cash Plus Account [BA] | $15K – $50K |
| RBC Wealth Management ⇒ IRA ⇒ First Trust Preferred Securities and Income ETF ETF (FPE) [EF] | $15K – $50K |
| RBC Wealth Management ⇒ IRA ⇒ VanEck High Yield Muni ETF (HYD) [EF] | $15K – $50K |
| RBC Wealth Management ⇒ RBC 2 ⇒ iShares Core S&P 500 ETF (IVV) [EF] | $15K – $50K |
| RBC Wealth Management ⇒ IRA ⇒ Global X MLP & Energy Infrastructure ETF (MLPX) [EF] | $15K – $50K |
| RBC Wealth Management ⇒ IRA ⇒ iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) [EF] | $15K – $50K |
| RBC Wealth Management ⇒ IRA ⇒ State Street Blackstone Senior Loan ETF (SRLN) [EF] | $15K – $50K |
| RBC Wealth Management ⇒ RBC 2 ⇒ Vanguard Intermediate-Term Corporate Bond ETF (VCIT) [EF] | $15K – $50K |
| RBC Wealth Management ⇒ RBC 2 ⇒ Vanguard FTSE Developed Markets ETF (VEA) [EF] | $15K – $50K |
| ANB Bank Checking Account [BA] | $1K – $15K |
| ANB Bank Money Market Account [BA] | $1K – $15K |
| Jonah Bank Money Market Account [BA] | $1K – $15K |
| RBC Wealth Management ⇒ IRA ⇒ Accenture plc Class A Ordinary Shares (ACN) [ST] | $1K – $15K |
| RBC Wealth Management ⇒ IRA ⇒ Adobe Inc. - Common Stock (ADBE) [ST] | $1K – $15K |
| RBC Wealth Management ⇒ IRA ⇒ Advanced Micro Devices, Inc. (AMD) [ST] | $1K – $15K |
| RBC Wealth Management ⇒ IRA ⇒ Air Products and Chemicals, Inc. Common Stock (APD) [ST] | $1K – $15K |
| RBC Wealth Management ⇒ IRA ⇒ Amazon.com, Inc. - Common Stock (AMZN) [ST] | $1K – $15K |
| RBC Wealth Management ⇒ IRA ⇒ Amgen Inc. - Common Stock (AMGN) [ST] | $1K – $15K |
| RBC Wealth Management ⇒ IRA ⇒ Amphenol Corporation Common Stock (APH) [ST] | $1K – $15K |
| RBC Wealth Management ⇒ IRA ⇒ Analog Devices, Inc. - Common Stock (ADI) [ST] | $1K – $15K |
| RBC Wealth Management ⇒ IRA ⇒ Boeing Company (BA) [ST] | $1K – $15K |
| RBC Wealth Management ⇒ IRA ⇒ Boston Scientific Corporation Common Stock (BSX) [ST] | $1K – $15K |
| RBC Wealth Management ⇒ IRA ⇒ Broadcom Inc. - Common Stock (AVGO) [ST] | $1K – $15K |
| RBC Wealth Management ⇒ IRA ⇒ Charles Schwab Corporation (SCHW) [ST] | $1K – $15K |
| RBC Wealth Management ⇒ IRA ⇒ | $1K – $15K |
| RBC Wealth Management ⇒ IRA ⇒ Coca-Cola Company (KO) [ST] | $1K – $15K |
| RBC Wealth Management ⇒ IRA ⇒ CrowdStrike Holdings, Inc. - Class A Common Stock (CRWD) [ST] | $1K – $15K |
| RBC Wealth Management ⇒ IRA ⇒ Diamondback Energy, Inc. - Common Stock (FANG) [ST] | $1K – $15K |
| RBC Wealth Management ⇒ IRA ⇒ Ecolab Inc. Common Stock (ECL) [ST] | $1K – $15K |
| RBC Wealth Management ⇒ IRA ⇒ | $1K – $15K |
| RBC Wealth Management ⇒ IRA ⇒ ExxonMobil Holdings Corporation Common Stock (XOM) [ST] | $1K – $15K |
| RBC Wealth Management ⇒ IRA ⇒ Generac Holdlings Inc. Common Stock (GNRC) [ST] | $1K – $15K |
| RBC Wealth Management ⇒ IRA ⇒ General Dynamics Corporation Common Stock (GD) [ST] | $1K – $15K |
| RBC Wealth Management ⇒ IRA ⇒ Hilton Worldwide Holdings Inc. Common Stock (HLT) [ST] | $1K – $15K |
| RBC Wealth Management ⇒ IRA ⇒ Home Depot, Inc. (HD) [ST] | $1K – $15K |
| RBC Wealth Management ⇒ IRA ⇒ Honeywell International Inc. (HON) [ST] | $1K – $15K |
| RBC Wealth Management ⇒ IRA ⇒ Intuit Inc. - Common Stock (INTU) [ST] | $1K – $15K |
| RBC Wealth Management ⇒ IRA ⇒ Johnson & Johnson Common Stock (JNJ) [ST] | $1K – $15K |
| RBC Wealth Management ⇒ IRA ⇒ Marsh & McLennan Companies, Inc. Common Stock (MMC) [ST] | $1K – $15K |
| RBC Wealth Management ⇒ IRA ⇒ McDonald's Corporation Common Stock (MCD) [ST] | $1K – $15K |
| RBC Wealth Management ⇒ IRA ⇒ Medtronic plc. Ordinary Shares (MDT) [ST] | $1K – $15K |
| RBC Wealth Management ⇒ IRA ⇒ Merck & Company, Inc. Common Stock (MRK) [ST] | $1K – $15K |
| RBC Wealth Management ⇒ IRA ⇒ Meta Platforms, Inc. - Class A Common Stock (META) [ST] | $1K – $15K |
| RBC Wealth Management ⇒ IRA ⇒ Morgan Stanley Common Stock (MS) [ST] | $1K – $15K |
| RBC Wealth Management ⇒ IRA ⇒ NextEra Energy, Inc. Common Stock (NEE) [ST] | $1K – $15K |
| RBC Wealth Management ⇒ IRA ⇒ Northrop Grumman Corporation Common Stock (NOC) [ST] | $1K – $15K |
| RBC Wealth Management ⇒ IRA ⇒ NVIDIA Corporation - Common Stock (NVDA) [ST] | $1K – $15K |
| RBC Wealth Management ⇒ IRA ⇒ Oracle Corporation Common Stock (ORCL) [ST] | $1K – $15K |
| RBC Wealth Management ⇒ IRA ⇒ Palo Alto Networks, Inc. - Common Stock (PANW) [ST] | $1K – $15K |
| RBC Wealth Management ⇒ IRA ⇒ Procter & Gamble Company (PG) [ST] | $1K – $15K |
| RBC Wealth Management ⇒ IRA ⇒ RBC Unified Portfolio Sweep Account [BA] | $1K – $15K |
| RBC Wealth Management ⇒ IRA ⇒ Salesforce, Inc. Common Stock (CRM) [ST] | $1K – $15K |
| RBC Wealth Management ⇒ IRA ⇒ ServiceNow, Inc. Common Stock (NOW) [ST] | $1K – $15K |
| RBC Wealth Management ⇒ IRA ⇒ Snowflake Inc. Common Stock (SNOW) [ST] | $1K – $15K |
| RBC Wealth Management ⇒ IRA ⇒ Southern Company (SO) [ST] | $1K – $15K |
| RBC Wealth Management ⇒ IRA ⇒ Spotify Technology S.A. Ordinary Shares (SPOT) [ST] | $1K – $15K |
| RBC Wealth Management ⇒ IRA ⇒ Starbucks Corporation - Common Stock (SBUX) [ST] | $1K – $15K |
| RBC Wealth Management ⇒ IRA ⇒ Texas Instruments Incorporated - Common Stock (TXN) [ST] | $1K – $15K |
| RBC Wealth Management ⇒ IRA ⇒ The Hershey Company Common Stock (HSY) [ST] | $1K – $15K |
| RBC Wealth Management ⇒ IRA ⇒ Uber Technologies, Inc. Common Stock (UBER) [ST] | $1K – $15K |
| RBC Wealth Management ⇒ IRA ⇒ Vertex Pharmaceuticals Incorporated - Common Stock (VRTX) [ST] | $1K – $15K |
| RBC Wealth Management ⇒ IRA ⇒ Walmart Inc. Common Stock (WMT) [ST] | $1K – $15K |
| RBC Wealth Management ⇒ IRA ⇒ Walt Disney Company (DIS) [ST] | $1K – $15K |
| RBC Wealth Management ⇒ IRA ⇒ Workday, Inc. - Class A Common Stock (WDAY) [ST] | $1K – $15K |
| RBC Wealth Management ⇒ IRA ⇒ Xylem Inc. Common Stock New (XYL) [ST] | $1K – $15K |
| RBC Wealth Management ⇒ RBC 2 ⇒ iShares 0-3 Month Treasury Bond ETF (SGOV) [EF] | $1K – $15K |
| RBC Wealth Management ⇒ RBC 2 ⇒ Schwab Intermediate-Term U.S. Treasury ETF (SCHR) [EF] | $1K – $15K |
| RBC Wealth Management ⇒ RBC 2 ⇒ Vanguard Emerging Markets Government Bond ETF (VWOB) [EF] | $1K – $15K |
| RBC Wealth Management ⇒ RBC 2 ⇒ Vanguard Total International Bond ETF (BNDX) [EF] | $1K – $15K |
| RBC Wealth Management ⇒ RBC 2 ⇒ Xtrackers USD High Yield Corporate Bond ETF (HYLB) [EF] | $1K – $15K |
| RBC Wealth Management ⇒ RBC 4 ⇒ Accenture plc Class A Ordinary Shares (ACN) [ST] | $1K – $15K |
| RBC Wealth Management ⇒ RBC 4 ⇒ Air Products and Chemicals, Inc. Common Stock (APD) [ST] | $1K – $15K |
| RBC Wealth Management ⇒ RBC 4 ⇒ Alphabet Inc. - Class A Common Stock (GOOGL) [ST] | $1K – $15K |
| RBC Wealth Management ⇒ RBC 4 ⇒ American Electric Power Company, Inc. (AEP) [ST] | $1K – $15K |
| RBC Wealth Management ⇒ RBC 4 ⇒ Amgen Inc. - Common Stock (AMGN) [ST] | $1K – $15K |
| RBC Wealth Management ⇒ RBC 4 ⇒ Apple Inc. - Common Stock (AAPL) [ST] | $1K – $15K |
| RBC Wealth Management ⇒ RBC 4 ⇒ AT&T Inc. (T) [ST] | $1K – $15K |
| RBC Wealth Management ⇒ RBC 4 ⇒ Bank of America Corporation Common Stock (BAC) [ST] | $1K – $15K |
| RBC Wealth Management ⇒ RBC 4 ⇒ BlackRock, Inc. Common Stock (BLK) [ST] | $1K – $15K |
| RBC Wealth Management ⇒ RBC 4 ⇒ Chevron Corporation Common Stock (CVX) [ST] | $1K – $15K |
| RBC Wealth Management ⇒ RBC 4 ⇒ Cisco Systems, Inc. - Common Stock (CSCO) [ST] | $1K – $15K |
| RBC Wealth Management ⇒ RBC 4 ⇒ Clorox Company (CLX) [ST] | $1K – $15K |
| RBC Wealth Management ⇒ RBC 4 ⇒ CME Group Inc. - Class A Common Stock (CME) [ST] | $1K – $15K |
| RBC Wealth Management ⇒ RBC 4 ⇒ Coca-Cola Company (KO) [ST] | $1K – $15K |
| RBC Wealth Management ⇒ RBC 4 ⇒ Crown Castle Inc. Common Stock (CCI) [ST] | $1K – $15K |
| RBC Wealth Management ⇒ RBC 4 ⇒ CVS Health Corporation Common Stock (CVS) [ST] | $1K – $15K |
| RBC Wealth Management ⇒ RBC 4 ⇒ Digital Realty Trust, Inc. Common Stock (DLR) [ST] | $1K – $15K |
| RBC Wealth Management ⇒ RBC 4 ⇒ Dollar General Corporation Common Stock (DG) [ST] | $1K – $15K |
| RBC Wealth Management ⇒ RBC 4 ⇒ Duke Energy Corporation (DUK) [ST] | $1K – $15K |
| RBC Wealth Management ⇒ RBC 4 ⇒ Ecolab Inc. Common Stock (ECL) [ST] | $1K – $15K |
| RBC Wealth Management ⇒ RBC 4 ⇒ ExxonMobil Holdings Corporation Common Stock (XOM) [ST] | $1K – $15K |
| RBC Wealth Management ⇒ RBC 4 ⇒ General Dynamics Corporation Common Stock (GD) [ST] | $1K – $15K |
| RBC Wealth Management ⇒ RBC 4 ⇒ GSK plc American Depositary Shares (GSK) [ST] | $1K – $15K |
| RBC Wealth Management ⇒ RBC 4 ⇒ Home Depot, Inc. (HD) [ST] | $1K – $15K |
| RBC Wealth Management ⇒ RBC 4 ⇒ Honeywell International Inc. (HON) [ST] | $1K – $15K |
| RBC Wealth Management ⇒ RBC 4 ⇒ International Business Machines Corporation Common Stock (IBM) [ST] | $1K – $15K |
| RBC Wealth Management ⇒ RBC 4 ⇒ Johnson & Johnson Common Stock (JNJ) [ST] | $1K – $15K |
| RBC Wealth Management ⇒ RBC 4 ⇒ JP Morgan Chase & Co. Common Stock (JPM) [ST] | $1K – $15K |
| RBC Wealth Management ⇒ RBC 4 ⇒ Lockheed Martin Corporation Common Stock (LMT) [ST] | $1K – $15K |
| RBC Wealth Management ⇒ RBC 4 ⇒ Lowe's Companies, Inc. Common Stock (LOW) [ST] | $1K – $15K |
| RBC Wealth Management ⇒ RBC 4 ⇒ LyondellBasell Industries NV Ordinary Shares Class A (LYB) [ST] | $1K – $15K |
| RBC Wealth Management ⇒ RBC 4 ⇒ Marsh & McLennan Companies, Inc. Common Stock (MMC) [ST] | $1K – $15K |
| RBC Wealth Management ⇒ RBC 4 ⇒ McDonald's Corporation Common Stock (MCD) [ST] | $1K – $15K |
| RBC Wealth Management ⇒ RBC 4 ⇒ Medtronic plc. Ordinary Shares (MDT) [ST] | $1K – $15K |
| RBC Wealth Management ⇒ RBC 4 ⇒ Merck & Company, Inc. Common Stock (MRK) [ST] | $1K – $15K |
| RBC Wealth Management ⇒ RBC 4 ⇒ Microsoft Corporation - Common Stock (MSFT) [ST] | $1K – $15K |
| RBC Wealth Management ⇒ RBC 4 ⇒ Morgan Stanley Common Stock (MS) [ST] | $1K – $15K |
| RBC Wealth Management ⇒ RBC 4 ⇒ NextEra Energy, Inc. Common Stock (NEE) [ST] | $1K – $15K |
| RBC Wealth Management ⇒ RBC 4 ⇒ Nike, Inc. Common Stock (NKE) [ST] | $1K – $15K |
| RBC Wealth Management ⇒ RBC 4 ⇒ Pepsico, Inc. (PEP) [ST] | $1K – $15K |
| RBC Wealth Management ⇒ RBC 4 ⇒ Pfizer, Inc. Common Stock (PFE) [ST] | $1K – $15K |
| RBC Wealth Management ⇒ RBC 4 ⇒ PNC Financial Services Group, Inc. (PNC) [ST] | $1K – $15K |
| RBC Wealth Management ⇒ RBC 4 ⇒ Procter & Gamble Company (PG) [ST] | $1K – $15K |
| RBC Wealth Management ⇒ RBC 4 ⇒ Public Storage Common Stock (PSA) [ST] | $1K – $15K |
| RBC Wealth Management ⇒ RBC 4 ⇒ Restaurant Brands International Inc. Common Shares (QSR) [ST] | $1K – $15K |
| RBC Wealth Management ⇒ RBC 4 ⇒ Southern Company (SO) [ST] | $1K – $15K |
| RBC Wealth Management ⇒ RBC 4 ⇒ T-Mobile US, Inc. (TMUS) [ST] | $1K – $15K |
| RBC Wealth Management ⇒ RBC 4 ⇒ Target Corporation Common Stock (TGT) [ST] | $1K – $15K |
| RBC Wealth Management ⇒ RBC 4 ⇒ Texas Instruments Incorporated - Common Stock (TXN) [ST] | $1K – $15K |
| RBC Wealth Management ⇒ RBC 4 ⇒ The Hershey Company Common Stock (HSY) [ST] | $1K – $15K |
| RBC Wealth Management ⇒ RBC 4 ⇒ U.S. Bancorp Common Stock (USB) [ST] | $1K – $15K |
| RBC Wealth Management ⇒ RBC 4 ⇒ Union Pacific Corporation Common Stock (UNP) [ST] | $1K – $15K |
| RBC Wealth Management ⇒ RBC 4 ⇒ United Parcel Service, Inc. Common Stock (UPS) [ST] | $1K – $15K |
| RBC Wealth Management ⇒ RBC 4 ⇒ Verizon Communications Inc. Common Stock (VZ) [ST] | $1K – $15K |
| RBC Wealth Management ⇒ RBC 4 ⇒ Visa Inc. (V) [ST] | $1K – $15K |
| RBC Wealth Management ⇒ RBC 4 ⇒ Walmart Inc. - Common Stock (WMT) [ST] | $1K – $15K |
| RBC Wealth Management ⇒ RBC 4 ⇒ Williams Companies, Inc. (WMB) [ST] | $1K – $15K |
| RBC Wealth Management ⇒ RBC 2 ⇒ iShares Core Dividend Growth ETF (DGRO) [EF] | $1K – $15K |
| RBC Wealth Management ⇒ RBC 2 ⇒ First Trust Preferred Securities and Income ETF ETF (FPE) [EF] | $1K – $15K |
| RBC Wealth Management ⇒ RBC 2 ⇒ iShares Core S&P Mid-Cap ETF (IJH) [EF] | $1K – $15K |
| RBC Wealth Management ⇒ RBC 2 ⇒ iShares Core S&P Small-Cap ETF (IJR) [EF] | $1K – $15K |
| RBC Wealth Management ⇒ RBC 2 ⇒ Vanguard FTSE Emerging Markets ETF (VWO) [EF] | $1K – $15K |
| RBC Wealth Management ⇒ RBC 2 ⇒ State Street Health Care Select Sector SPDR ETF (XLV) [EF] | $1K – $15K |
| Converse County Land, 3% Interest [MO] | Not specified |
| RBC Wealth Management ⇒ IRA ⇒ Chipotle Mexican Grill, Inc. Common Stock (CMG) [ST] | Not specified |
| RBC Wealth Management ⇒ IRA ⇒ Deere & Company Common Stock (DE) [ST] | Not specified |
| RBC Wealth Management ⇒ IRA ⇒ Fiserv, Inc. Common Stock (FI) [ST] | Not specified |
| RBC Wealth Management ⇒ IRA ⇒ Gilead Sciences, Inc. - Common Stock (GILD) [ST] | Not specified |
| RBC Wealth Management ⇒ IRA ⇒ PayPal Holdings, Inc. - Common Stock (PYPL) [ST] | Not specified |
| RBC Wealth Management ⇒ IRA ⇒ Sun Communities, Inc. Common Stock (SUI) [ST] | Not specified |
| RBC Wealth Management ⇒ IRA ⇒ T-Mobile US, Inc. (TMUS) [ST] | Not specified |
| RBC Wealth Management ⇒ IRA ⇒ The Trade Desk, Inc. - Class A Common Stock (TTD) [ST] | Not specified |
| RBC Wealth Management ⇒ IRA ⇒ Truist Financial Corporation Common Stock (TFC) [ST] | Not specified |
| RBC Wealth Management ⇒ IRA ⇒ UnitedHealth Group Incorporated Common Stock (UNH) [ST] | Not specified |
| RBC Wealth Management ⇒ IRA ⇒ Vail Resorts, Inc. Common Stock (MTN) [ST] | Not specified |
| RBC Wealth Management ⇒ IRA ⇒ Zoetis Inc. Class A Common Stock (ZTS) [ST] | Not specified |
| RBC Wealth Management ⇒ RBC 2 ⇒ Invesco S&P 500 Equal Weight Technology ETF (RSPT) [EF] | Not specified |
| RBC Wealth Management ⇒ RBC 2 ⇒ JPMorgan Hedged Equity Laddered Overlay ETF (HELO) | Not specified |
| RBC Wealth Management ⇒ RBC 4 ⇒ Gilead Sciences, Inc. - Common Stock (GILD) [ST] | Not specified |
| RBC Wealth Management ⇒ RBC 4 ⇒ Solstice Advanced Materials Inc. - Common Stock (SOLS) [ST] | Not specified |
| RBC Wealth Management ⇒ RBC 4 ⇒ Truist Financial Corporation Common Stock (TFC) [ST] | Not specified |
| RBC Wealth Management ⇒ RBC 9 ⇒ Beal Bank CD 4/23/2025 [BA] | Not specified |
| RBC Wealth Management ⇒ RBC 9 ⇒ Cadence Bank CD 09/02/2025 [BA] | Not specified |
| RBC Wealth Management ⇒ RBC 9 ⇒ Discover Bank CD 06/02/2025 [BA] | Not specified |
| RBC Wealth Management ⇒ RBC 2 ⇒ iShares J.P. Morgan USD Emerging Markets Bond ETF (EMB) [EF] | Not specified |
| RBC Wealth Management ⇒ IRA ⇒ iShares J.P. Morgan USD Emerging Markets Bond ETF (EMB) [EF] | Not specified |
| RBC Wealth Management ⇒ IRA ⇒ iShares MBS ETF (MBB) [EF] | Not specified |
| RBC Wealth Management ⇒ RBC 2 ⇒ State Street Utilities Select Sector SPDR ETF (XLU) [EF] | Not specified |