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Congress
Kevin Hern
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.
Stock growth & value
Stocks linked to collected disclosures. Prices refresh in the background; the chart shows its actual price dates.
Latest stored close
$336.64
AAPL · 2026-10-09 · USD
Stock price change
+$88.87
+35.87% over the displayed dates
Chart dates
2025-10-14 – 2026-10-09
Completed daily price dates
Stock price · move across the chart or use arrow keys
Oct 14, 2025Oct 9, 2026
Starting investment
$10K
2025-10-14 · hypothetical
Investment value
$13.6K
As of 2026-10-09
Estimated gain / loss
+$3,586.79
+35.87%
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 |
|---|---|
| Tammy Hern Revocable Trust ⇒ First Financial Corporation, 5% Interest [OL] | $5M – $25M |
| Tammy Hern Revocable Trust ⇒ Firstrike Capital ⇒ Custom Seating, Inc., 40% Interest [OL] | $5M – $25M |
| Brighthouse RILA ⇒ 3 Year Shield 15 S&P500 Index [OT] | $1M – $5M |
| Hern Family Revocable Trust ⇒ Firstar Bank-Checking [BA] | $1M – $5M |
| Hern Family Revocable Trust ⇒ Raytheon Technologies Corporation (RTX) [ST] | $1M – $5M |
| Hern Family Revocable Trust ⇒ Schwab Bank [BA] | $1M – $5M |
| Hern Family Revocable Trust ⇒ Williams Companies, Inc. (WMB) [ST] | $1M – $5M |
| Hern Family Revocable Trust ⇒ Brighthouse RILA ⇒ 3 Year Shield 15 S&P500 Index [OT] | $1M – $5M |
| Hern Family Revocable Trust ⇒ Brokerage Investment Account ⇒ MORGAN STANLEY FIN LLC SER A MTN 05/06/2026 [CS] | $1M – $5M |
| Hern Family Revocable Trust ⇒ Brokerage Investment Account ⇒ RBC 11.25% 30F DUE 10/16/30 [CS] | $1M – $5M |
| Hern Family Revocable Trust ⇒ Jackson National EA ⇒ JNL/Mellon Nasdaq® 100 Index [MF] | $1M – $5M |
| Personally Held Accounts ⇒ Hern for Congress Bank Account ⇒ Hern for Congress Bank Account [BA] | $1M – $5M |
| Tammy Hern Revocable Trust ⇒ Firstrike Aviation ⇒ Airplane - 2 [RP] | $1M – $5M |
| Tammy Hern Revocable Trust ⇒ Firstrike Capital ⇒ CapX Holdings, LLC, 38% Interest [OL] | $1M – $5M |
| Tammy Hern Revocable Trust ⇒ Firstrike Capital ⇒ CSI Real Estate, LLC., 40% Interest [OL] | $1M – $5M |
| Brighthouse RILA ⇒ 3 Year Shield 15 Russell 2000 Index, 100% Interest [OT] | $500K – $1M |
| Hern Family Foundation ⇒ RBC 11.25% 30F DUE 10/16/30 [CS] | $500K – $1M |
| Hern Family Revocable Trust ⇒ Alphabet Inc. - Class A (GOOGL) [ST] | $500K – $1M |
| Hern Family Revocable Trust ⇒ O'Reilly Automotive, Inc. (ORLY) [ST] | $500K – $1M |
| Hern Family Revocable Trust ⇒ Rockwell Automation, Inc. (ROK) [ST] | $500K – $1M |
| Hern Family Revocable Trust ⇒ SMARTSTOP SELF STORAG REIT INC CL A [RE] | $500K – $1M |
| Hern Family Revocable Trust ⇒ Texas Instruments Incorporated (TXN) [ST] | $500K – $1M |
| Hern Family Revocable Trust ⇒ Brighthouse RILA ⇒ 3 Year Shield 15 Russell 2000 Index [OT] | $500K – $1M |
| Hern Family Revocable Trust ⇒ Brokerage Investment Account ⇒ Accenture plc Class A Ordinary Shares (ACN) [ST] | $500K – $1M |
| Hern Family Revocable Trust ⇒ Brokerage Investment Account ⇒ Costco Wholesale Corporation (COST) [ST] | $500K – $1M |
| Hern Family Revocable Trust ⇒ Brokerage Investment Account ⇒ Devon Energy Corporation (DVN) [ST] | $500K – $1M |
| Hern Family Revocable Trust ⇒ Brokerage Investment Account ⇒ Emerson Electric Company (EMR) [ST] | $500K – $1M |
| Hern Family Revocable Trust ⇒ Brokerage Investment Account ⇒ JP Morgan Chase & Co. (JPM) [ST] | $500K – $1M |
| Hern Family Revocable Trust ⇒ Jackson National EA ⇒ JNL iShares Tactical Growth [MF] | $500K – $1M |
| Hern Family Revocable Trust ⇒ Jackson National EA ⇒ JNL/Mellon Equity Income [MF] | $500K – $1M |
| Hern Family Revocable Trust ⇒ Jackson National EA ⇒ JNL/Mellon S&P 400® MidCap Index [MF] | $500K – $1M |
| Hern Family Revocable Trust ⇒ Jackson National EA ⇒ JNL/Mellon US Stock Mkt Index Fund [MF] | $500K – $1M |
| KAT IRR Trust ⇒ John Hancock SUL [WU] | $500K – $1M |
| Kevin Hern Insurance Trust ⇒ Allianz Life Pro Plus Advantage / PIMCO Tactical Balanced [WU] | $500K – $1M |
| Kevin Hern Traditional IRA ⇒ Schwab Prime Advantage Money Fund- Investor Shares (SWVXX) [MF] | $500K – $1M |
| Tammy Hern Revocable Trust ⇒ Firstrike Aviation ⇒ Airplane Hangar [RP] | $500K – $1M |
| Tammy Hern Revocable Trust ⇒ Firstrike Capital ⇒ PSP & Vision Partners [PS] | $500K – $1M |
| Hern Family Foundation ⇒ Alphabet Inc. - Class A (GOOGL) [ST] | $250K – $500K |
| Hern Family Foundation ⇒ FIDELITY QUALITY FACTOR ETF [EF] | $250K – $500K |
| Hern Family Foundation ⇒ Goldman Sachs MTN 4/29/2030 [CS] | $250K – $500K |
| Hern Family Foundation ⇒ ISHARES TRUST CORE DIVID GWTH [EF] | $250K – $500K |
| Hern Family Foundation ⇒ iShares Trust US Treasury TIPs [EF] | $250K – $500K |
| Hern Family Foundation ⇒ Microsoft Corporation (MSFT) [ST] | $250K – $500K |
| Hern Family Foundation ⇒ PIMCO Enhanced Short Maturity Active Exchange-Traded Fund (MINT) [EF] | $250K – $500K |
| Hern Family Revocable Trust ⇒ Amazon.com, Inc. (AMZN) [ST] | $250K – $500K |
| Hern Family Revocable Trust ⇒ Home Depot, Inc. (HD) [ST] | $250K – $500K |
| Hern Family Revocable Trust ⇒ Linde plc Ordinary Share (LIN) [ST] | $250K – $500K |
| Hern Family Revocable Trust ⇒ MVPIndex [OL] | $250K – $500K |
| Hern Family Revocable Trust ⇒ ONEOK, Inc. (OKE) [ST] | $250K – $500K |
| Hern Family Revocable Trust ⇒ Brokerage Investment Account ⇒ Boston Scientific Corporation (BSX) [ST] | $250K – $500K |
| Hern Family Revocable Trust ⇒ Brokerage Investment Account ⇒ Cadence Design Systems, Inc. (CDNS) [ST] | $250K – $500K |
| Hern Family Revocable Trust ⇒ Brokerage Investment Account ⇒ Chubb Limited (CB) [ST] | $250K – $500K |
| Hern Family Revocable Trust ⇒ Brokerage Investment Account ⇒ ICON plc - Ordinary Shares (ICLR) [ST] | $250K – $500K |
| Hern Family Revocable Trust ⇒ Brokerage Investment Account ⇒ iShares MSCI USA Quality GARP ETF (GARP) [EF] | $250K – $500K |
| Hern Family Revocable Trust ⇒ Brokerage Investment Account ⇒ iShares U.S. Equity Factor Rotation Active ETF (DYNF) [EF] | $250K – $500K |
| Hern Family Revocable Trust ⇒ Brokerage Investment Account ⇒ Lockheed Martin Corporation (LMT) [ST] | $250K – $500K |
| Hern Family Revocable Trust ⇒ Brokerage Investment Account ⇒ Marsh & McLennan Companies, Inc. (MMC) [ST] | $250K – $500K |
| Hern Family Revocable Trust ⇒ Brokerage Investment Account ⇒ NextEra Energy, Inc. (NEE) [ST] | $250K – $500K |
| Hern Family Revocable Trust ⇒ Brokerage Investment Account ⇒ Quanta Services, Inc. (PWR) [ST] | $250K – $500K |
| Hern Family Revocable Trust ⇒ Jackson National EA ⇒ JNL/Mellon Information Technology Sector [MF] | $250K – $500K |
| Tammy Hern Revocable Trust ⇒ Firstrike Capital, 100% Interest [RP] | $250K – $500K |
| Hern Family Foundation ⇒ Amazon.com, Inc. (AMZN) [ST] | $100K – $250K |
| Hern Family Foundation ⇒ ASML Holding N.V. - New York Registry Shares (ASML) [ST] | $100K – $250K |
| Hern Family Foundation ⇒ Cadence Design Systems, Inc. (CDNS) [ST] | $100K – $250K |
| Hern Family Foundation ⇒ Devon Energy Corporation (DVN) [ST] | $100K – $250K |
| Hern Family Foundation ⇒ Exxon Mobil Corporation Common Stock (XOM) [ST] | $100K – $250K |
| Hern Family Foundation ⇒ FIDELITY DIVIDEND ETF FOR RISING RATES [EF] | $100K – $250K |
| Hern Family Foundation ⇒ FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF [EF] | $100K – $250K |
| Hern Family Foundation ⇒ FIRST EAGLE GLOBAL CLASS I [MF] | $100K – $250K |
| Hern Family Foundation ⇒ FT VEST TOTAL RETURN INCOME FUND SERIES A4 CLASS I [PS] | $100K – $250K |
| Hern Family Foundation ⇒ Home Depot, Inc. (HD) [ST] | $100K – $250K |
| Hern Family Foundation ⇒ INVESCO EXCHANGE TRADED FD TR S&P 500 GARP ETF [MF] | $100K – $250K |
| Hern Family Foundation ⇒ JP Morgan Chase & Co. (JPM) [ST] | $100K – $250K |
| Hern Family Foundation ⇒ JPMORGAN GLOBAL ALLOCATION CLASS I [MF] | $100K – $250K |
| Hern Family Foundation ⇒ ONEOK, Inc. (OKE) [ST] | $100K – $250K |
| Hern Family Foundation ⇒ Raytheon Technologies Corporation (RTX) [ST] | $100K – $250K |
| Hern Family Foundation ⇒ Rockwell Automation, Inc. (ROK) [ST] | $100K – $250K |
| Hern Family Foundation ⇒ Schwab Bank [BA] | $100K – $250K |
| Hern Family Foundation ⇒ Texas Instruments Incorporated (TXN) [ST] | $100K – $250K |
| Hern Family Foundation ⇒ Visa Inc. (V) [ST] | $100K – $250K |
| Hern Family Foundation ⇒ Williams Companies, Inc. (WMB) [ST] | $100K – $250K |
| Hern Family Revocable Trust ⇒ AMERICAN AMCAP FUND F2 [MF] | $100K – $250K |
| Hern Family Revocable Trust ⇒ Cummins Inc. (CMI) [ST] | $100K – $250K |
| Hern Family Revocable Trust ⇒ Danaher Corporation (DHR) [ST] | $100K – $250K |
| Hern Family Revocable Trust ⇒ Exxon Mobil Corporation (XOM) [ST] | $100K – $250K |
| Hern Family Revocable Trust ⇒ FS Specialty Lending Fund - Fs Energy & Power Fund Common [PS] | $100K – $250K |
| Hern Family Revocable Trust ⇒ Illinois Tool Works Inc. (ITW) [ST] | $100K – $250K |
| Hern Family Revocable Trust ⇒ INLAND REAL ESTATE INCOME TR INC COM [RE] | $100K – $250K |
| Hern Family Revocable Trust ⇒ INTEGRITY OKLAHOMA MUNICIPAL CL A [MF] | $100K – $250K |
| Hern Family Revocable Trust ⇒ Parker-Hannifin Corporation (PH) [ST] | $100K – $250K |
| Hern Family Revocable Trust ⇒ Visa Inc. (V) [ST] | $100K – $250K |
| Hern Family Revocable Trust ⇒ Brokerage Investment Account ⇒ ABB Ltd (ABB) [ST] | $100K – $250K |
| Hern Family Revocable Trust ⇒ Brokerage Investment Account ⇒ Calamos Autocallable Income ETF (CAIE) [EF] | $100K – $250K |
| Hern Family Revocable Trust ⇒ Brokerage Investment Account ⇒ Freeport-McMoRan, Inc. (FCX) [ST] | $100K – $250K |
| Hern Family Revocable Trust ⇒ Brokerage Investment Account ⇒ IQVIA Holdings, Inc. (IQV) [ST] | $100K – $250K |
| Hern Family Revocable Trust ⇒ Brokerage Investment Account ⇒ PTC Inc. (PTC) [ST] | $100K – $250K |
| Hern Family Revocable Trust ⇒ Jackson National EA ⇒ JNL/First State Global Infrastructure [MF] | $100K – $250K |
| Hern Family Revocable Trust ⇒ Jackson National EA ⇒ JNL/Franklin Templeton Global Multisector Bond [MF] | $100K – $250K |
| Hern Family Revocable Trust ⇒ Jackson National EA ⇒ JNL/PIMCO Investment Grade Credit Bond [MF] | $100K – $250K |
| Kaden Everett Hern Trust ⇒ Apple Inc. (AAPL) [ST] | $100K – $250K |
| Kelby Austin Hern Trust ⇒ Apple Inc. (AAPL) [ST] | $100K – $250K |
| Kevin Hern Traditional IRA ⇒ ALGER CAPITAL APPRECIATION CL Z-2 [MF] | $100K – $250K |
| Kevin Hern Traditional IRA ⇒ AMERICAN BALANCED FUND F2 [MF] | $100K – $250K |
| Kevin Hern Traditional IRA ⇒ AMERICAN FUNDAMENTAL INVESTORS CL F2 [MF] | $100K – $250K |
| Kevin Hern Traditional IRA ⇒ FIRST TR EXCHANGE TRADED FD IV FIRST TR ENHANCED SHORT SHORT MATURITY ETF [EF] | $100K – $250K |
| Kevin Hern Traditional IRA ⇒ JOHN HANCOCK DISCIPLINED VALUE I [MF] | $100K – $250K |
| Tammy Hern Revocable Trust ⇒ Firstrike Capital ⇒ Firstar Bank - Checking [BA] | $100K – $250K |
| Tammy Hern Revocable Trust ⇒ Firstrike Capital ⇒ Indigo Technology, 30% Interest [DO] | $100K – $250K |
| Tammy Hern Revocable Trust ⇒ Firstrike Capital ⇒ INFINITY HOME SERVICES, LLC ⇒ INFINITY HOME SERVICES, LLC, 100% Interest [OL] | $100K – $250K |
| Hern Family Foundation ⇒ JPMorgan Equity Premium Income ETF (JEPI) [EF] | $100K – $250K |
| Gabrielle Ashtyn Hern Trust ⇒ FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF [EF] | $50K – $100K |
| Hern Family Foundation ⇒ Adobe Inc. (ADBE) [ST] | $50K – $100K |
| Hern Family Foundation ⇒ BlackRock, Inc. (BLK) [ST] | $50K – $100K |
| Hern Family Foundation ⇒ Boston Scientific Corporation (BSX) [ST] | $50K – $100K |
| Hern Family Foundation ⇒ BROOKFIELD REAL ASSETS INCOME FUND [MF] | $50K – $100K |
| Hern Family Foundation ⇒ Chevron Corporation (CVX) [ST] | $50K – $100K |
| Hern Family Foundation ⇒ Crane Co. (CR) [ST] | $50K – $100K |
| Hern Family Foundation ⇒ Danaher Corporation (DHR) [ST] | $50K – $100K |
| Hern Family Foundation ⇒ Emerson Electric Company (EMR) [ST] | $50K – $100K |
| Hern Family Foundation ⇒ FIDELITY MSCI CONSUMER DISCRETIONARY INDEX ETF [EF] | $50K – $100K |
| Hern Family Foundation ⇒ FIDELITY MSCI HEALTH CARE INDEX ETF [EF] | $50K – $100K |
| Hern Family Foundation ⇒ Firstar Bank - Checking [BA] | $50K – $100K |
| Hern Family Foundation ⇒ Honeywell International Inc. (HON) [ST] | $50K – $100K |
| Hern Family Foundation ⇒ ICON plc - Ordinary Shares (ICLR) [ST] | $50K – $100K |
| Hern Family Foundation ⇒ Intel Corporation (INTC) [ST] | $50K – $100K |
| Hern Family Foundation ⇒ Johnson & Johnson (JNJ) [ST] | $50K – $100K |
| Hern Family Foundation ⇒ Linde plc Ordinary Share (LIN) [ST] | $50K – $100K |
| Hern Family Foundation ⇒ Lockheed Martin Corporation (LMT) [ST] | $50K – $100K |
| Hern Family Foundation ⇒ NextEra Energy, Inc. (NEE) [ST] | $50K – $100K |
| Hern Family Foundation ⇒ O'Reilly Automotive, Inc. (ORLY) [ST] | $50K – $100K |
| Hern Family Foundation ⇒ PARAMETRIC COMMODITY STRATEGIC INST CL [MF] | $50K – $100K |
| Hern Family Foundation ⇒ Parker-Hannifin Corporation (PH) [ST] | $50K – $100K |
| Hern Family Foundation ⇒ PTC Inc. (PTC) [ST] | $50K – $100K |
| Hern Family Foundation ⇒ Thermo Fisher Scientific Inc (TMO) [ST] | $50K – $100K |
| Hern Family Foundation ⇒ TJX Companies, Inc. (TJX) [ST] | $50K – $100K |
| Hern Family Foundation ⇒ UnitedHealth Group Incorporated Common Stock (UNH) [ST] | $50K – $100K |
| Hern Family Revocable Trust ⇒ Lowe's Companies, Inc. (LOW) [ST] | $50K – $100K |
| Hern Family Foundation ⇒ Virtus AllianzGI Artificial Intelligence & Technology Opportunities Fund Common Shares (AIO) [ST] | $50K – $100K |
| Hern Family Revocable Trust ⇒ AMERICAN SMALLCAP WORLD FUND CL F2 [MF] | $50K – $100K |
| Hern Family Revocable Trust ⇒ Ameriprise Financial, Inc. (AMP) [ST] | $50K – $100K |
| Hern Family Revocable Trust ⇒ Blackrock MuniAssets Fund, Inc (MUA) [ST] | $50K – $100K |
| Hern Family Revocable Trust ⇒ BlackRock, Inc. (BLK) [ST] | $50K – $100K |
| Hern Family Revocable Trust ⇒ Cencora, Inc. Common Stock (COR) [ST] | $50K – $100K |
| Hern Family Revocable Trust ⇒ Cisco Systems, Inc. (CSCO) [ST] | $50K – $100K |
| Hern Family Revocable Trust ⇒ Coca-Cola Company (KO) [ST] | $50K – $100K |
| Hern Family Revocable Trust ⇒ Colgate-Palmolive Company (CL) [ST] | $50K – $100K |
| Hern Family Revocable Trust ⇒ FIRST TR EXCHANGE TRADED FD IV FIRST TR ENHANCED SHORT SHORT MATURITY ETF [EF] | $50K – $100K |
| Hern Family Revocable Trust ⇒ GOLDMAN SACHS ABSOLU RETURN TRACKER INSTL [MF] | $50K – $100K |
| Hern Family Revocable Trust ⇒ Intercontinental Exchange Inc. (ICE) [ST] | $50K – $100K |
| Hern Family Revocable Trust ⇒ Merck & Company, Inc. Common Stock (MRK) [ST] | $50K – $100K |
| Hern Family Revocable Trust ⇒ PGIM GLOBAL TOTAL RETURN CL Z [MF] | $50K – $100K |
| Hern Family Revocable Trust ⇒ Procter & Gamble Company (PG) [ST] | $50K – $100K |
| Hern Family Revocable Trust ⇒ T. Rowe Price Group, Inc. (TROW) [ST] | $50K – $100K |
| Hern Family Revocable Trust ⇒ Thermo Fisher Scientific Inc (TMO) [ST] | $50K – $100K |
| Hern Family Revocable Trust ⇒ TJX Companies, Inc. (TJX) [ST] | $50K – $100K |
| Hern Family Revocable Trust ⇒ Brokerage Investment Account ⇒ Progress Software Corporation (PRGS) [ST] | $50K – $100K |
| Hern Family Revocable Trust ⇒ Brokerage Investment Account ⇒ ProLogis, Inc. (PLD) [ST] | $50K – $100K |
| Kaden Everett Hern Trust ⇒ PARNASSUS CORE EQUITY INVESTOR [MF] | $50K – $100K |
| Kaden Everett Hern Trust ⇒ T ROWE PRICE BLUE CHIP GROWTH INC [MF] | $50K – $100K |
| Kelby Austin Hern Trust ⇒ T ROWE PRICE BLUE CHIP GROWTH INC [MF] | $50K – $100K |
| Kevin Hern Traditional IRA ⇒ AMERICAN GROWTH FUND OF AMERICA CL F2 [MF] | $50K – $100K |
| Kevin Hern Traditional IRA ⇒ AMERICAN NEW PERSPECTIVE CL F2 [MF] | $50K – $100K |
| Kevin Hern Traditional IRA ⇒ AMERICAN SMALLCAP WORLD FUND CL F2 [MF] | $50K – $100K |
| Kevin Hern Traditional IRA ⇒ AMERICAN THE NEW ECONOMY FUND CL F2 [MF] | $50K – $100K |
| Kevin Hern Traditional IRA ⇒ MFS RESEARCH FUND CL I [MF] | $50K – $100K |
| Kevin Hern Traditional IRA ⇒ Walmart Inc. (WMT) [ST] | $50K – $100K |
| Gabrielle Ashtyn Hern Trust ⇒ Boston Scientific Corporation (BSX) [ST] | $15K – $50K |
| Gabrielle Ashtyn Hern Trust ⇒ FIDELITY MSCI ENERGY INDEX ETF [EF] | $15K – $50K |
| Gabrielle Ashtyn Hern Trust ⇒ FIDELITY MSCI FINLS INDEX ETF [EF] | $15K – $50K |
| Gabrielle Ashtyn Hern Trust ⇒ FIDELITY MSCI HEALTH CARE INDEX ETF [EF] | $15K – $50K |
| Gabrielle Ashtyn Hern Trust ⇒ FIDELITY MSCI INDL INDEX ETF [EF] | $15K – $50K |
| Gabrielle Ashtyn Hern Trust ⇒ FIDELITY NASDAQ COMPOSITE INDEX TRACKING STOCK [EF] | $15K – $50K |
| Gabrielle Ashtyn Hern Trust ⇒ Schwab Prime Advantage Money Fund- Investor Shares (SWVXX) [MF] | $15K – $50K |
| Gabrielle Ashtyn Hern Trust ⇒ T. Rowe Price Global Stock Fund (PRGSX) [MF] | $15K – $50K |
| Hern Family Foundation ⇒ Coterra Energy Inc. (CTRA) [ST] | $15K – $50K |
| Hern Family Foundation ⇒ Day Hagan/Ned Davis Rsrch Smrt Sect ETF (SSUS) [EF] | $15K – $50K |
| Hern Family Foundation ⇒ FIDELITY MSCI CONSUMER STAPLES INDEX ETF [EF] | $15K – $50K |
| Hern Family Foundation ⇒ FIDELITY MSCI MATLS INDEX ETF [EF] | $15K – $50K |
| Hern Family Foundation ⇒ Fidelity Total Bond ETF (FBND) [ST] | $15K – $50K |
| Hern Family Foundation ⇒ Illinois Tool Works Inc. (ITW) [ST] | $15K – $50K |
| Hern Family Foundation ⇒ IQVIA Holdings, Inc. (IQV) [ST] | $15K – $50K |
| Hern Family Foundation ⇒ JPM Global Bond Opp Fund [MF] | $15K – $50K |
| Hern Family Foundation ⇒ Medtronic plc. Ordinary Shares (MDT) [ST] | $15K – $50K |
| Hern Family Foundation ⇒ PGIM Global Total Return [MF] | $15K – $50K |
| Hern Family Foundation ⇒ Phillips 66 (PSX) [ST] | $15K – $50K |
| Hern Family Foundation ⇒ Progress Software Corporation (PRGS) [ST] | $15K – $50K |
| Hern Family Revocable Trust ⇒ Becton, Dickinson and Company (BDX) [ST] | $15K – $50K |
| Hern Family Revocable Trust ⇒ | $15K – $50K |
| Hern Family Revocable Trust ⇒ Cognizant Technology Solutions Corporation - Class A (CTSH) [ST] | $15K – $50K |
| Hern Family Revocable Trust ⇒ Comcast Corporation - Class A (CMCSA) [ST] | $15K – $50K |
| Hern Family Revocable Trust ⇒ GLENMEDE SECURED OPTIONS PORTFOLIO I [MF] | $15K – $50K |
| Hern Family Revocable Trust ⇒ Invesco Ltd (IVZ) [ST] | $15K – $50K |
| Hern Family Revocable Trust ⇒ JPMORGAN GLOBAL BOND OPPORTUNITIES CL I [MF] | $15K – $50K |
| Hern Family Revocable Trust ⇒ MAINSTAY MACKAY HIGH YIELD MUNI BD CL I [MF] | $15K – $50K |
| Hern Family Revocable Trust ⇒ Medtronic plc. Ordinary Shares (MDT) [ST] | $15K – $50K |
| Hern Family Revocable Trust ⇒ Nuveen ESG Mid-Cap Growth ETF (NUMG) [ST] | $15K – $50K |
| Hern Family Revocable Trust ⇒ Starbucks Corporation (SBUX) [ST] | $15K – $50K |
| Hern Family Revocable Trust ⇒ Trinity Financial [PS] | $15K – $50K |
| Hern Family Revocable Trust ⇒ Walt Disney Company (DIS) [ST] | $15K – $50K |
| Kaden Everett Hern Trust ⇒ BOSTON PARTNERS ALL CAP VALUE INSTL [MF] | $15K – $50K |
| Kaden Everett Hern Trust ⇒ Boston Scientific Corporation (BSX) [ST] | $15K – $50K |
| Kaden Everett Hern Trust ⇒ Chevron Corporation (CVX) [ST] | $15K – $50K |
| Kaden Everett Hern Trust ⇒ FIDELITY DIVIDEND ETF FOR RISING RATES [EF] | $15K – $50K |
| Kaden Everett Hern Trust ⇒ FIDELITY MSCI FINLS INDEX ETF [EF] | $15K – $50K |
| Kaden Everett Hern Trust ⇒ FIDELITY MSCI MATLS INDEX ETF [EF] | $15K – $50K |
| Kaden Everett Hern Trust ⇒ FIDELITY SELECT CHEMICALS [MF] | $15K – $50K |
| Kaden Everett Hern Trust ⇒ FIDELITY SELECT IT SERVICES PORTFOLIO [MF] | $15K – $50K |
| Kaden Everett Hern Trust ⇒ FIDELITY SELECT LEISURE [MF] | $15K – $50K |
| Kaden Everett Hern Trust ⇒ | $15K – $50K |
| Kaden Everett Hern Trust ⇒ JPMORGAN GLOBAL ALLOCATION CLASS I [MF] | $15K – $50K |
| Kaden Everett Hern Trust ⇒ Schwab Bank [BA] | $15K – $50K |
| Kaden Everett Hern Trust ⇒ Schwab Prime Advantage Money Fund- Investor Shares (SWVXX) [MF] | $15K – $50K |
| Kaden Everett Hern Trust ⇒ Select Enterprise Technology Services Portfolio (FBSOX) [MF] | $15K – $50K |
| Kelby Austin Hern Trust ⇒ BOSTON PARTNERS ALL CAP VALUE INSTL [MF] | $15K – $50K |
| Kelby Austin Hern Trust ⇒ Boston Scientific Corporation (BSX) [ST] | $15K – $50K |
| Kelby Austin Hern Trust ⇒ Chevron Corporation (CVX) [ST] | $15K – $50K |
| Kelby Austin Hern Trust ⇒ FIDELITY DIVIDEND ETF FOR RISING RATES [EF] | $15K – $50K |
| Kelby Austin Hern Trust ⇒ FIDELITY MSCI FINLS INDEX ETF [EF] | $15K – $50K |
| Kelby Austin Hern Trust ⇒ FIDELITY MSCI MATLS INDEX ETF [EF] | $15K – $50K |
| Kelby Austin Hern Trust ⇒ FIRST EAGLE GLOBAL CLASS I [MF] | $15K – $50K |
| Kelby Austin Hern Trust ⇒ GOLDMAN SACHS ABSOLU RETURN TRACKER INSTL [MF] | $15K – $50K |
| Kelby Austin Hern Trust ⇒ Schwab Bank [BA] | $15K – $50K |
| Kevin Hern Traditional IRA ⇒ BOK Financial Corporation (BOKF) [ST] | $15K – $50K |
| Kevin Hern Traditional IRA ⇒ CenterPoint Energy, Inc (CNP) [ST] | $15K – $50K |
| Kevin Hern Traditional IRA ⇒ Chevron Corporation (CVX) [ST] | $15K – $50K |
| Kevin Hern Traditional IRA ⇒ CSX Corporation (CSX) [ST] | $15K – $50K |
| Kevin Hern Traditional IRA ⇒ Eaton Corporation, PLC Ordinary Shares (ETN) [ST] | $15K – $50K |
| Kevin Hern Traditional IRA ⇒ FRANKLIN INCOME ADVISOR CLASS [MF] | $15K – $50K |
| Kevin Hern Traditional IRA ⇒ INVESCO OPPENHEIMER DISC MID CAP GROW Y [MF] | $15K – $50K |
| Kevin Hern Traditional IRA ⇒ INVESCO OPPENHEIMER INTL GROWTH Y [MF] | $15K – $50K |
| Kevin Hern Traditional IRA ⇒ JOHN HANCOCK DISCIPL INED VALUE MID CAP I [MF] | $15K – $50K |
| Kevin Hern Traditional IRA ⇒ JPMORGAN MORTGAGE BACKED SEC CLASS I [MF] | $15K – $50K |
| Kevin Hern Traditional IRA ⇒ Nike, Inc. (NKE) [ST] | $15K – $50K |
| Kevin Hern Traditional IRA ⇒ Novartis AG (NVS) [ST] | $15K – $50K |
| Kevin Hern Traditional IRA ⇒ | $15K – $50K |
| Kevin Hern Traditional IRA ⇒ OGE Energy Corp (OGE) [ST] | $15K – $50K |
| Kevin Hern Traditional IRA ⇒ Pembina Pipeline Corp. Ordinary Shares (PBA) [ST] | $15K – $50K |
| Kevin Hern Traditional IRA ⇒ PGIM TOTAL RETURN BOND CL Z [MF] | $15K – $50K |
| Kevin Hern Traditional IRA ⇒ Seagate Technology PLC - Ordinary Shares (STX) [ST] | $15K – $50K |
| Kevin Hern Traditional IRA ⇒ STERIS plc (STE) [ST] | $15K – $50K |
| Kevin Hern Traditional IRA ⇒ TEMPLETON GLOBAL BOND ADVISOR CLASS [MF] | $15K – $50K |
| Kevin Hern Traditional IRA ⇒ TJX Companies, Inc. (TJX) [ST] | $15K – $50K |
| Kevin Hern Traditional IRA ⇒ TOUCHSTONE SMALL COMPANY FUND INSTL [MF] | $15K – $50K |
| Kevin Hern Traditional IRA ⇒ UNDISCOVERED MGRS BEHAVIOR VALUE CL L [MF] | $15K – $50K |
| Kevin Hern Traditional IRA ⇒ Visa Inc. (V) [ST] | $15K – $50K |
| Kevin Hern Traditional IRA ⇒ Welltower Inc. (HCN) [ST] | $15K – $50K |
| Tammy Hern Revocable Trust ⇒ Firstrike Capital ⇒ Seven Lakes Ventures [RP] | $15K – $50K |
| Gabrielle Ashtyn Hern Trust ⇒ Schwab Bank [BA] | $1K – $15K |
| Gabrielle Ashtyn Hern Trust ⇒ Columbia Diversified Fixed Income Allocation ETF (DIAL) [ST] | $1K – $15K |
| Gabrielle Ashtyn Hern Trust ⇒ Eaton Vance Corporation Eaton Vance Tax-Managed Buy- Write Opportunities Fund Common Shares of Benefi (ETV) [ST] | $1K – $15K |
| Gabrielle Ashtyn Hern Trust ⇒ EVENTIDE GILEAD FUND CLASS I [MF] | $1K – $15K |
| Gabrielle Ashtyn Hern Trust ⇒ Exact Sciences Corporation (EXAS) [ST] | $1K – $15K |
| Gabrielle Ashtyn Hern Trust ⇒ FIDELITY DIVIDEND ETF FOR RISING RATES [EF] | $1K – $15K |
| Gabrielle Ashtyn Hern Trust ⇒ Fidelity MSCI Communication Services Index ETF (FCOM) [ST] | $1K – $15K |
| Gabrielle Ashtyn Hern Trust ⇒ Fidelity MSCI Consumer Discretionary Index ETF (FDIS) [ST] | $1K – $15K |
| Gabrielle Ashtyn Hern Trust ⇒ FIDELITY MSCI CONSUMER STAPLES INDEX ETF [EF] | $1K – $15K |
| Gabrielle Ashtyn Hern Trust ⇒ FIDELITY MSCI MATLS INDEX ETF [EF] | $1K – $15K |
| Gabrielle Ashtyn Hern Trust ⇒ Fidelity MSCI Real Estate Index ETF (FREL) [ST] | $1K – $15K |
| Gabrielle Ashtyn Hern Trust ⇒ Fidelity MSCI Utilities Index ETF (FUTY) [ST] | $1K – $15K |
| Gabrielle Ashtyn Hern Trust ⇒ Fidelity Quality Factor ETF (FQAL) [ST] | $1K – $15K |
| Gabrielle Ashtyn Hern Trust ⇒ FIDELITY TOTAL BOND ETF [EF] | $1K – $15K |
| Gabrielle Ashtyn Hern Trust ⇒ FIRST EAGLE GLOBAL CLASS I [MF] | $1K – $15K |
| Gabrielle Ashtyn Hern Trust ⇒ First Trust Emerging Markets Small Cap AlphaDEX Fund (FEMS) [ST] | $1K – $15K |
| Gabrielle Ashtyn Hern Trust ⇒ Firstar Bank-Checking [BA] | $1K – $15K |
| Gabrielle Ashtyn Hern Trust ⇒ IQVIA Holdings, Inc. (IQV) [ST] | $1K – $15K |
| Gabrielle Ashtyn Hern Trust ⇒ JPM Global Allocation Fund [MF] | $1K – $15K |
| Gabrielle Ashtyn Hern Trust ⇒ JPM Global Bond Opp Fund [MF] | $1K – $15K |
| Gabrielle Ashtyn Hern Trust ⇒ Mainstay Mackay high yield muni fund [MF] | $1K – $15K |
| Gabrielle Ashtyn Hern Trust ⇒ PARAMETRIC COMMODITY STRATEGIC INST CL [MF] | $1K – $15K |
| Gabrielle Ashtyn Hern Trust ⇒ Virtus Artificial Intelligence & Technology Opportunities Fund Common Shares of Beneficial Interest (AIO) [ST] | $1K – $15K |
| Gabrielle Ashtyn Hern Trust ⇒ VIRTUS SEIX HIGH YIELD CL I [MF] | $1K – $15K |
| Gabrielle Ashtyn Hern Trust ⇒ Vuzix Corporation (VUZI) [ST] | $1K – $15K |
| Hern Family Foundation ⇒ ARK Innovation ETF (ARKK) [ST] | $1K – $15K |
| Hern Family Foundation ⇒ Boeing Company (BA) [ST] | $1K – $15K |
| Hern Family Foundation ⇒ Chubb Limited (CB) [ST] | $1K – $15K |
| Hern Family Foundation ⇒ Coca-Cola Company (KO) [ST] | $1K – $15K |
| Hern Family Foundation ⇒ Colgate-Palmolive Company (CL) [ST] | $1K – $15K |
| Hern Family Foundation ⇒ Comcast Corporation - Class A (CMCSA) [ST] | $1K – $15K |
| Hern Family Foundation ⇒ Costco Wholesale Corporation (COST) [ST] | $1K – $15K |
| Hern Family Foundation ⇒ Diageo plc (DEO) [ST] | $1K – $15K |
| Hern Family Foundation ⇒ Estee Lauder Companies, Inc. (EL) [ST] | $1K – $15K |
| Hern Family Foundation ⇒ Lowe's Companies, Inc. (LOW) [ST] | $1K – $15K |
| Hern Family Foundation ⇒ Marsh & McLennan Companies, Inc. (MMC) [ST] | $1K – $15K |
| Hern Family Foundation ⇒ Mondelez International, Inc. - Class A (MDLZ) [ST] | $1K – $15K |
| Hern Family Foundation ⇒ Procter & Gamble Company (PG) [ST] | $1K – $15K |
| Hern Family Foundation ⇒ WisdomTree Yield Enhanced U.S. Aggregate Bond Fund (AGGY) [EF] | $1K – $15K |
| Hern Family Revocable Trust ⇒ Carrier Global Corporation (CARR) [ST] | $1K – $15K |
| Hern Family Revocable Trust ⇒ Otis Worldwide Corporation (OTIS) [ST] | $1K – $15K |
| Hern Family Revocable Trust ⇒ Brokerage Investment Account ⇒ Organon & Co. (OGN) [ST] | $1K – $15K |
| Kaden Everett Hern Trust ⇒ BLACKROCK STRATEGIC INCOME OPPRTSI INSTL [MF] | $1K – $15K |
| Kaden Everett Hern Trust ⇒ DOUBLELINE TOTAL RT BOND FD CL N [MF] | $1K – $15K |
| Kaden Everett Hern Trust ⇒ Firstar Bank-Checking [BA] | $1K – $15K |
| Kaden Everett Hern Trust ⇒ GOLDMAN SACHS ABSOLU RETURN TRACKER INSTL [MF] | $1K – $15K |
| Kaden Everett Hern Trust ⇒ INVESCO EXCHANGE TRADED FD TR DYNMC LRG VALU [EF] | $1K – $15K |
| Kaden Everett Hern Trust ⇒ INVESCO EXCHANGE-TRADED FD TR S&P500 LOW VOL [EF] | $1K – $15K |
| Kaden Everett Hern Trust ⇒ IQVIA Holdings, Inc. (IQV) [ST] | $1K – $15K |
| Kaden Everett Hern Trust ⇒ LOOMIS SAYLES CORE PLUS BOND FUND CL Y [MF] | $1K – $15K |
| Kaden Everett Hern Trust ⇒ NUVEEN NWQ FLEXIBLE INCOME CL I [MF] | $1K – $15K |
| Kaden Everett Hern Trust ⇒ PIMCO INCOME FUND INSTITUTIONAL FUND [MF] | $1K – $15K |
| Kelby Austin Hern Trust ⇒ Firstar Bank-Checking [BA] | $1K – $15K |
| Kelby Austin Hern Trust ⇒ Invesco Dynamic Large Cap Value ETF (PWV) [ET] | $1K – $15K |
| Kelby Austin Hern Trust ⇒ Invesco S&P 500 Low Volatility ETF (SPLV) [ET] | $1K – $15K |
| Kelby Austin Hern Trust ⇒ NUVEEN NWQ FLEXIBLE INCOME CL I [MF] | $1K – $15K |
| Kelby Austin Hern Trust ⇒ PARNASSUS CORE EQUITY INVESTOR [MF] | $1K – $15K |
| Kelby Austin Hern Trust ⇒ Vuzix Corporation (VUZI) [ST] | $1K – $15K |
| Kevin Hern Insurance Trust ⇒ Schwab Bank [BA] | $1K – $15K |
| Kevin Hern Traditional IRA ⇒ Alcon Inc. Ordinary Shares (ALC) [ST] | $1K – $15K |
| Kevin Hern Traditional IRA ⇒ Anheuser-Busch Inbev SA Sponsored ADR (BUD) [ST] | $1K – $15K |
| Kevin Hern Traditional IRA ⇒ Biogen Inc. (BIIB) [ST] | $1K – $15K |
| Kevin Hern Traditional IRA ⇒ Colgate-Palmolive Company (CL) [ST] | $1K – $15K |
| Kevin Hern Traditional IRA ⇒ Coterra Energy Inc. (CTRA) [ST] | $1K – $15K |
| Kevin Hern Traditional IRA ⇒ Ford Motor Company (F) [ST] | $1K – $15K |
| Kevin Hern Traditional IRA ⇒ Gap, Inc. (GPS) [ST] | $1K – $15K |
| Kevin Hern Traditional IRA ⇒ Home Depot, Inc. (HD) [ST] | $1K – $15K |
| Kevin Hern Traditional IRA ⇒ Hormel Foods Corporation (HRL) [ST] | $1K – $15K |
| Kevin Hern Traditional IRA ⇒ Kimberly-Clark Corporation (KMB) [ST] | $1K – $15K |
| Kevin Hern Traditional IRA ⇒ Schwab Bank [BA] | $1K – $15K |
| Tammy Hern Revocable Trust ⇒ Firstrike Aviation ⇒ Firstar Bank - Checking [BA] | $1K – $15K |
| Hern Family Foundation ⇒ V.F. Corporation (VFC) [ST] | $1 – $1K |
| Tammy Hern Revocable Trust ⇒ Firstrike Capital ⇒ INFINITY HOME SERVICES, LLC ⇒ INFINITY ROOFING SERVICES, LLC, 100% Interest [OL] . | Not specified |
| Hern Family Foundation ⇒ Accenture plc Class A Ordinary Shares (ACN) [ST] | Not specified |
| Hern Family Foundation ⇒ BNP Paribas MTN 4/9/2030 [CS] | Not specified |
| Hern Family Foundation ⇒ | Not specified |
| EVENTIDE GILEAD FUND CLASS I [MF] | Not specified |
| Hern Family Foundation ⇒ Masimo Corporation - Common Stock (MASI) [ST] | Not specified |
| Hern Family Foundation ⇒ McDonald's Corporation (MCD) [ST] | Not specified |
| Hern Family Revocable Trust ⇒ McDonald's Corporation Common Stock (MCD) [ST] | Not specified |
| Hern Family Revocable Trust ⇒ MORGAN STANLEY FIN LLC MTN ZERO CPN 0.00000% 03/31/2025 [CS] | Not specified |
| Hern Family Revocable Trust ⇒ NORTHSTAR HEALTHCARE INCOME IN COM [PS] | Not specified |
| Hern Family Revocable Trust ⇒ UnitedHealth Group Incorporated Common Stock (UNH) [ST] | Not specified |
| Hern Family Revocable Trust ⇒ Brokerage Investment Account ⇒ BNP Paribas MTN 4/9/2030 [CS] | Not specified |
| Hern Family Revocable Trust ⇒ Brokerage Investment | Not specified |
| Account ⇒ PIMCO Enhanced Short Maturity Active Exchange-Traded Fund (MINT) [EF] | Not specified |
| FIRST EAGLE GLOBAL CLASS I [MF] | Not specified |
| Kevin Hern Insurance Trust ⇒ Fidelity Total Bond ETF (FBND) [ST] | Not specified |
| Kevin Hern Insurance Trust ⇒ iShares Yield Optimized Bond ETF (BYLD) [EF] | Not specified |
| Kevin Hern Insurance Trust ⇒ JPMorgan Core Plus Bond ETF (JCPB) [EF] | Not specified |
| Tammy Hern Revocable Trust ⇒ Firstrike Capital ⇒ INFINITY HOME SERVICES, LLC ⇒ INFINITY HVAC SERVICES, LLC, 100% Interest [OL] | Not specified |