Legislation Search

H.R. 507: Veterans Member Business Loan Act

This bill, titled the Veterans Member Business Loan Act, aims to modify the existing Federal Credit Union Act. Specifically, it seeks to change the definition of what qualifies as a "member business loan" for credit unions in relation to veterans.

Key Provisions

Inclusion of Veteran Loans: The bill proposes to exclude loans extended to veterans from the definition of member business loans. This classification means that loans given to veterans will not be subject to the same regulations or limits that apply to other member business loans.
Definition of Veteran: The term "veteran" is defined as per section 101 of title 38, United States Code, which generally covers individuals who have served in the military and have been discharged under conditions other than dishonorable.
Effective Date: The changes stipulated in the bill would take effect six months following the enactment of the law.

Implications

By modifying the member business loan definition, the bill could potentially enable credit unions to provide more accessible financial assistance to veterans wanting to start or expand their businesses. This could lead to an increase in entrepreneurship among veterans and could affect the overall economic landscape for veteran-owned businesses.

Relevant Companies

USB - U.S. Bancorp: As a large financial institution, U.S. Bancorp could potentially adjust its lending strategies to accommodate the changes in veteran loan classifications.
JPM - JPMorgan Chase & Co.: As one of the leading banks in the country, JPMorgan might also explore new products targeted at veteran entrepreneurs in light of this bill.
C - Citigroup Inc.: Citigroup could be impacted due to its large scale operations in providing loans, possibly affecting how they address veteran loans specifically.

This is an AI-generated summary of the bill text. There may be mistakes.

Actions

2 actions

Date	Action
Jan. 16, 2025	Introduced in House
Jan. 16, 2025	Referred to the House Committee on Financial Services.

Corporate Lobbying

0 companies lobbying

None found.

* Note that there can be significant delays in lobbying disclosures, and our data may be incomplete.

Potentially Relevant Congressional Stock Trades

Estimated excess return of the underlying stock since the transaction

Politician	Stock	Transaction	Filed	Traded
Gilbert Ray Cisneros, Jr. D / House	USB U.S. BANCORP COMMON STOCK	Sale $1,001 - $15,000	Oct 10, 2025	Sep 26, 2025	-6.45%
Val T. Hoyle D / House	JPM JP MORGAN CHASE & CO. COMMON STOCK	Sale $1,001 - $15,000	Oct 10, 2025	Sep 23, 2025	-4.46%
Val T. Hoyle D / House	USB U.S. BANCORP COMMON STOCK	Sale $1,001 - $15,000	Oct 10, 2025	Sep 23, 2025	-6.04%
Ro Khanna D / House	USB U.S. BANCORP CMN	Sale $1,001 - $15,000	Oct 03, 2025	Sep 05, 2025	-7.79%
Michael T. McCaul R / House	C C TIGROUP INC COM NEW	Sale $50,001 - $100,000	Sep 11, 2025	Aug 22, 2025	+0.22%
Michael T. McCaul R / House	C CITIGROUP INC COM NEW	Sale $50,001 - $100,000	Sep 11, 2025	Aug 22, 2025	+0.22%
Ro Khanna D / House	JPM JPMORGAN CHASE & CO. LINKED TO S&P 500 INDEX	Purchase $15,001 - $50,000	Sep 09, 2025	Aug 21, 2025	-2.13%
Ro Khanna D / House	JPM JPMORGAN CHASE & CO. LINKED TO S&P 500 INDEX	Purchase $15,001 - $50,000	Sep 09, 2025	Aug 21, 2025	-2.13%
Adam Smith D / House	C BENEFICIARY C��: THIS STOCK WAS PART OF THE INHERITED BENEFICIARY IRA SPOUSE RECEIVED UPON THE DEATH OF HER FATHER IN 2021. SPOUSE HAS CHOSEN TO DIVEST OF ALL THE STOCKS CONTAINED WITHIN THIS IRA. AS THIS IS AN INHERITED BENEFICIARY IRA, THERE ARE NO CAPITAL GAINS ON THIS SALE. SP CITIGROUP, INC. COMMON STOCK	Sale $1,001 - $15,000	Aug 08, 2025	Aug 08, 2025	+1.73%
Ro Khanna D / House	JPM JPMORGAN CHASE & CO. LINKED TO "S&P 500 INDEX	Purchase $50,001 - $100,000	Aug 07, 2025	Jul 24, 2025	-4.09%
Ro Khanna D / House	JPM JPMORGAN CHASE & CO. LINKED TO S&P 500 INDEX	Purchase $50,001 - $100,000	Aug 07, 2025	Jul 24, 2025	-4.09%
Ro Khanna D / House	JPM JPMORGAN CHASE & CO. LINKED TO S&P 500 INDEX	Purchase $15,001 - $50,000	Aug 07, 2025	Jul 24, 2025	-4.09%
John Boozman R / Senate	JPM JP Morgan Chase & Company	Sale (Partial) $1,001 - $15,000	Aug 06, 2025	Jul 24, 2025	-4.09%
Ro Khanna D / House	JPM JPMORGAN CHASE & CO. LINKED TO S&P 500 INDEX	Purchase $15,001 - $50,000	Aug 07, 2025	Jul 24, 2025	-4.09%
Ro Khanna D / House	JPM JPMORGAN CHASE & CO. LINKED TO S&P 500 INDEX	Purchase $50,001 - $100,000	Aug 07, 2025	Jul 24, 2025	-4.09%
Angus S. King Jr. I / Senate	JPM JP Morgan Chase & Company	Purchase $1,001 - $15,000	Aug 18, 2025	Jul 21, 2025	-3.11%
Shelley Moore Capito R / Senate	JPM JP Morgan Chase & Company	Sale (Partial) $1,001 - $15,000	Aug 04, 2025	Jul 18, 2025	-3.41%
Ro Khanna D / House	JPM UPMORGAN CHASE & CO. LINKED TO S&P 500 INDEX	Purchase $100,001 - $250,000	Aug 07, 2025	Jul 17, 2025	-2.87%
Ro Khanna D / House	JPM JPMORGAN CHASE & CO. LINKED TO S&P 500 INDEX	Purchase $50,001 - $100,000	Aug 07, 2025	Jul 17, 2025	-2.87%
Ro Khanna D / House	JPM JPMORGAN CHASE & CO. LINKED TO S&P 500 INDEX	Purchase $15,001 - $50,000	Aug 07, 2025	Jul 17, 2025	-2.87%
Ro Khanna D / House	JPM JPMORGAN CHASE & CO. LINKED TO S&P 500 INDEX	Purchase $15,001 - $50,000	Aug 07, 2025	Jul 17, 2025	-2.87%
Ro Khanna D / House	JPM JPMORGAN CHASE & CO. LINKED TO “S&P 500 INDEX	Purchase $100,001 - $250,000	Aug 07, 2025	Jul 17, 2025	-2.87%
Ro Khanna D / House	JPM JPMORGAN CHASE & CO. LINKED TO "S&P 500 INDEX	Purchase $15,001 - $50,000	Aug 07, 2025	Jul 17, 2025	-2.87%
Ro Khanna D / House	JPM JPMORGAN CHASE & CO. UNKED TO S&P 500 INDEX	Purchase $50,001 - $100,000	Aug 07, 2025	Jul 17, 2025	-2.87%
Ro Khanna D / House	JPM JPMORGAN CHASE & CO. LINKED TO S&P 500 INDEX	Purchase $15,001 - $50,000	Aug 07, 2025	Jul 17, 2025	-2.87%
Ritchie Torres D / House	JPM C��: THIS INVESTMENT IS HELD WITHIN A PUBLICLY AVAILABLE, WIDELY HELD INDEPENDENTLY MANAGED PORTFOLIO OVER WHICH I HAVE NO AUTHORITY TO EXERCISE CONTROL OVER OR INFLUENCE THE FINANCIAL INTERESTS HELD BY THE PORTFOLIO. THE ASSETS OF THE PORTFOLIO ARE WIDELY DIVERSIFIED, AND ALL INVESTMENT DECISIONS ARE MADE SOLELY BY THE INDEPENDENT MANAGER, WITHOUT MY INPUT OR DIRECTION. JP MORGAN CHASE & CO. COMMON STOCK	Sale $1,001 - $15,000	Aug 20, 2025	Jul 11, 2025	-2.51%
Ritchie Torres D / House	C C��: THIS INVESTMENT IS HELD WITHIN A PUBLICLY AVAILABLE, WIDELY HELD INDEPENDENTLY MANAGED PORTFOLIO OVER WHICH I HAVE NO AUTHORITY TO EXERCISE CONTROL OVER OR INFLUENCE THE FINANCIAL INTERESTS HELD BY THE PORTFOLIO. THE ASSETS OF THE PORTFOLIO ARE WIDELY DIVERSIFIED, AND ALL INVESTMENT DECISIONS ARE MADE SOLELY BY THE INDEPENDENT MANAGER, WITHOUT MY INPUT OR DIRECTION. CITIGROUP, INC. COMMON STOCK	Sale $1,001 - $15,000	Aug 20, 2025	Jul 11, 2025	+6.84%
Ro Khanna D / House	JPM JPMORGAN CHASE & CO. LINKED TO S&P 500 INDEX	Purchase $250,001 - $500,000	Aug 07, 2025	Jul 07, 2025	-4.84%
Ro Khanna D / House	JPM JPMORGAN CHASE & CO. LINKED TO S&P 500 INDEX	Purchase $250,001 - $500,000	Aug 07, 2025	Jul 07, 2025	-4.84%
Val T. Hoyle D / House	JPM JP MORGAN CHASE & CO. COMMON STOCK	Sale $1,001 - $15,000	Sep 12, 2025	Jul 02, 2025	-4.91%
Ro Khanna D / House	JPM JPMORGAN CHASE & CO. HYBRID PERPETUAL USD	Purchase $1,001 - $15,000	Aug 07, 2025	Jul 01, 2025	-4.82%
Cleo Fields D / House	JPM JP MORGAN CHASE & CO. COMMON STOCK	Purchase $15,001 - $50,000	Jul 01, 2025	Jun 30, 2025	-4.60%
Michael T. McCaul R / House	C CITIGROUP INC COM NEW	Sale $100,001 - $250,000	Jul 07, 2025	Jun 27, 2025	+8.84%
Ro Khanna D / House	JPM JPMORGAN CHASE & CO. LINKED TO S&P 500 INDEX	Purchase $50,001 - $100,000	Jul 09, 2025	Jun 26, 2025	-4.92%
Ro Khanna D / House	JPM JPMORGAN CHASE & CO. LINKED TO S&P 500 INDEX	Purchase $50,001 - $100,000	Jul 09, 2025	Jun 26, 2025	-4.92%
Shelley Moore Capito R / Senate	C Citigroup Inc	Sale (Partial) $1,001 - $15,000	Jul 04, 2025	Jun 18, 2025	+14.39%
Lisa C. McClain R / House	JPM JP MORGAN CHASE & CO. COMMON STOCK	Purchase $1,001 - $15,000	Aug 13, 2025	Jun 17, 2025	-0.42%
Scott Franklin R / House	JPM JP MORGAN CHASE & CO. COMMON STOCK	Sale $15,001 - $50,000	Jul 14, 2025	Jun 16, 2025	+0.19%
David Taylor R / House	JPM JP MORGAN CHASE & CO. COMMON STOCK	Sale $1,001 - $15,000	Jun 26, 2025	Jun 11, 2025	+0.87%
Lisa C. McClain R / House	JPM JP MORGAN CHASE & CO. COMMON STOCK	Purchase $1,001 - $15,000	Aug 13, 2025	Jun 11, 2025	+0.87%
Lisa C. McClain R / House	JPM JP MORGAN CHASE & CO. COMMON STOCK	Sale $1,001 - $15,000	Aug 13, 2025	Jun 10, 2025	+0.99%
Lisa C. McClain R / House	JPM JP MORGAN CHASE & CO. COMMON STOCK	Purchase $1,001 - $15,000	Aug 13, 2025	Jun 09, 2025	+1.14%
Robert Bresnahan R / House	JPM JP MORGAN CHASE & CO. COMMON STOCK	Purchase $1,001 - $15,000	Jun 09, 2025	May 15, 2025	-0.93%
Jefferson Shreve R / House	JPM JP MORGAN CHASE & CO. COMMON STOCK	Sale $100,001 - $250,000	Jun 22, 2025	May 12, 2025	+0.84%
Marjorie Taylor Greene R / House	JPM JP MORGAN CHASE & CO. COMMON STOCK	Purchase $1,001 - $15,000	May 06, 2025	May 05, 2025	+0.30%
Ro Khanna D / House	C CITIGROUP INC. CMN	Purchase $15,001 - $50,000	May 12, 2025	Apr 23, 2025	+24.37%
Bruce Westerman R / House	C CITIGROUP, INC. COMMON STOCK	Sale $1,001 - $15,000	May 12, 2025	Apr 21, 2025	+27.77%
Bruce Westerman R / House	JPM JP MORGAN CHASE & CO. COMMON STOCK	Sale $1,001 - $15,000	May 12, 2025	Apr 21, 2025	+1.08%
Ro Khanna D / House	C CITIGROUP INC. LINKED TO S&P 500 INDEX	Purchase $100,001 - $250,000	May 12, 2025	Apr 16, 2025	+32.21%
Ro Khanna D / House	C CITIGROUP INC. CMN	Purchase $15,001 - $50,000	May 12, 2025	Apr 15, 2025	+29.47%
Val T. Hoyle D / House	JPM JP MORGAN CHASE & CO. COMMON STOCK	Sale $1,001 - $15,000	Sep 12, 2025	Apr 15, 2025	+4.49%
Ro Khanna D / House	JPM JPMORGAN CHASE & CO CMN	Purchase $1,001 - $15,000	May 12, 2025	Apr 15, 2025	+4.49%
Tommy Tuberville R / Senate	JPM JP Morgan Chase & Company	Sale (Full) $15,001 - $50,000	May 15, 2025	Apr 15, 2025	+4.49%
Ro Khanna D / House	USB -U.S. BANCORP CMN	Purchase $1,001 - $15,000	May 12, 2025	Apr 15, 2025	-3.71%
Ro Khanna D / House	USB U.S. BANCORP CMN	Purchase $1,001 - $15,000	May 12, 2025	Apr 09, 2025	-4.52%
Ro Khanna D / House	C CITIGROUP INC. CMN	Sale $1,001 - $15,000	May 12, 2025	Apr 09, 2025	+31.16%
John Boozman R / Senate	JPM JP Morgan Chase & Company	Sale (Partial) $1,001 - $15,000	May 14, 2025	Apr 08, 2025	+3.98%
Marjorie Taylor Greene R / House	JPM JP MORGAN CHASE & CO. COMMON STOCK	Purchase $1,001 - $15,000	Apr 11, 2025	Apr 08, 2025	+3.98%
Julie Johnson D / House	JPM JP MORGAN CHASE & CO. COMMON STOCK	Sale $1,001 - $15,000	May 14, 2025	Apr 07, 2025	+7.54%
Ro Khanna D / House	JPM JPMORGAN CHASE &CO. COM	Purchase $1,001 - $15,000	May 12, 2025	Apr 04, 2025	+10.88%
Ro Khanna D / House	JPM JPMORGAN CHASE &CO. COM	Purchase $1,001 - $15,000	May 12, 2025	Apr 04, 2025	+10.88%
Ashley Moody R / Senate	JPM JPM	Purchase $15,001 - $50,000	May 13, 2025	Apr 04, 2025	+10.88%
Marjorie Taylor Greene R / House	JPM JP MORGAN CHASE & CO. COMMON STOCK	Purchase $1,001 - $15,000	Apr 07, 2025	Apr 04, 2025	+10.88%
Ro Khanna D / House	JPM JPMORGAN CHASE &CO. COM	Purchase $1,001 - $15,000	May 12, 2025	Apr 04, 2025	+10.88%
Greg Landsman D / House	JPM JP MORGAN CHASE & CO. COMMON STOCK	Sale $15,001 - $50,000	Apr 08, 2025	Mar 27, 2025	+3.17%
George Whitesides D / House	C STOCK, COMPANY-SPECIFIC HOLDINGS INTO PASSIVE ETFS AND MUTUAL FUNDS, PER BEST PRACTICES. C��: TO AVOID ANY POSSIBLE CONFLICTS OF INTEREST WITH MY FUTURE CONGRESSIONAL WORK, I’M TRANSITIONING MY SINGLE STOCK, COMPANY-SPECIFIC HOLDINGS INTO PASSIVE ETFS AND MUTUAL FUNDS, PER BEST PRACTICES. CITIGROUP, INC. COMMON STOCK	Sale $15,001 - $50,000	Apr 23, 2025	Mar 24, 2025	+17.55%
George Whitesides D / House	JPM STOCK, COMPANY-SPECIFIC HOLDINGS INTO PASSIVE ETFS AND MUTUAL FUNDS, PER BEST PRACTICES. C��: TO AVOID ANY POSSIBLE CONFLICTS OF INTEREST WITH MY FUTURE CONGRESSIONAL WORK, I’M TRANSITIONING MY SINGLE STOCK, COMPANY-SPECIFIC HOLDINGS INTO PASSIVE ETFS AND MUTUAL FUNDS, PER BEST PRACTICES. JP MORGAN CHASE & CO. COMMON STOCK	Sale $50,001 - $100,000	Apr 23, 2025	Mar 24, 2025	+5.03%
Byron Donalds R / House	JPM JP MORGAN CHASE & CO. COMMON STOCK	Sale $1,001 - $15,000	Apr 14, 2025	Mar 20, 2025	+7.56%
Byron Donalds R / House	JPM JP MORGAN CHASE & CO. COMMON STOCK	Sale $1,001 - $15,000	Apr 14, 2025	Mar 20, 2025	+7.56%
Val T. Hoyle D / House	JPM JP MORGAN CHASE & CO. COMMON STOCK	Sale $1,001 - $15,000	Sep 12, 2025	Mar 13, 2025	+12.24%
Jefferson Shreve R / House	JPM JP MORGAN CHASE & CO. COMMON STOCK	Sale $15,001 - $50,000	Apr 11, 2025	Mar 13, 2025	+12.24%
Ro Khanna D / House	C CITIGROUP INC. CMN	Sale $15,001 - $50,000	Apr 10, 2025	Mar 12, 2025	+26.03%
Carol D. Miller R / House	USB U.S. BANCORP COMMON STOCK	Sale $1,001 - $15,000	Apr 11, 2025	Mar 10, 2025	-9.21%
David Taylor R / House	JPM JP MORGAN CHASE & CO. COMMON STOCK	Purchase $1,001 - $15,000	Apr 03, 2025	Mar 10, 2025	+10.19%
Ro Khanna D / House	USB U.S. BANCORP CMN	Sale $1,001 - $15,000	Apr 10, 2025	Mar 06, 2025	-11.68%
Bruce Westerman R / House	C CITIGROUP, INC. COMMON STOCK	Purchase $1,001 - $15,000	Apr 16, 2025	Mar 03, 2025	+13.75%
Bruce Westerman R / House	JPM JP MORGAN CHASE & CO. COMMON STOCK	Purchase $1,001 - $15,000	Apr 16, 2025	Mar 03, 2025	+0.80%
Ro Khanna D / House	JPM JPMORGAN CHASE & CO CMN	Sale $1,001 - $15,000	Mar 06, 2025	Feb 25, 2025	+4.25%
John Boozman R / Senate	JPM JP Morgan Chase & Company	Sale (Partial) $1,001 - $15,000	Mar 06, 2025	Feb 05, 2025	+0.47%
Ro Khanna D / House	JPM JPMORGAN CHASE & CO. HYBRID PERPETUAL	Purchase $1,001 - $15,000	Mar 06, 2025	Feb 03, 2025	+0.79%
Ro Khanna D / House	JPM JPMORGAN CHASE & CO. HYBRID PERPETUAL USD	Purchase $1,001 - $15,000	Mar 06, 2025	Feb 03, 2025	+0.79%
David Taylor R / House	JPM JP MORGAN CHASE & CO. COMMON STOCK	Sale $1,001 - $15,000	Apr 03, 2025	Jan 30, 2025	+1.52%
Ro Khanna D / House	JPM JPMORGAN CHASE & CO. HYBRID PERPETUAL	Purchase $1,001 - $15,000	Feb 06, 2025	Jan 28, 2025	+1.89%
Val T. Hoyle D / House	JPM JP MORGAN CHASE & CO. COMMON STOCK	Purchase $1,001 - $15,000	Sep 12, 2025	Jan 24, 2025	+3.50%
Ro Khanna D / House	C CITIGROUP INC. CMN	Sale $1,001 - $15,000	Feb 06, 2025	Jan 22, 2025	+10.89%
Shelley Moore Capito R / Senate	JPM JP Morgan Chase & Company	Sale (Partial) $1,001 - $15,000	Feb 13, 2025	Jan 17, 2025	+4.08%
Marjorie Taylor Greene R / House	JPM JP MORGAN CHASE & CO. COMMON STOCK	Purchase $1,001 - $15,000	Jan 27, 2025	Jan 08, 2025	+10.24%
Marjorie Taylor Greene R / House	JPM JP MORGAN CHASE & CO. COMMON STOCK	Purchase $1,001 - $15,000	Jan 27, 2025	Jan 08, 2025	+10.24%
Marjorie Taylor Greene R / House	JPM JP MORGAN CHASE & CO. COMMON STOCK	Purchase $1,001 - $15,000	Jan 27, 2025	Jan 08, 2025	+10.24%
Marjorie Taylor Greene R / House	JPM JP MORGAN CHASE & CO. COMMON STOCK	Purchase $1,001 - $15,000	Jan 27, 2025	Jan 08, 2025	+10.24%
Marjorie Taylor Greene R / House	JPM JP MORGAN CHASE & CO. COMMON STOCK	Purchase $1,001 - $15,000	Nov 27, 2024	Nov 25, 2024	+8.16%
Michael T. McCaul R / House	C CITIGROUP INC COM NEW	Purchase $50,001 - $100,000	Dec 16, 2024	Nov 19, 2024	+31.05%
Michael T. McCaul R / House	C CITIGROUP INC COM NEW	Purchase $1,001 - $15,000	Dec 16, 2024	Nov 19, 2024	+31.05%
Ro Khanna D / House	USB U.S. BANCORP CMN.	Sale $1,001 - $15,000	Dec 05, 2024	Nov 15, 2024	-20.78%
Ro Khanna D / House	JPM JPMORGAN CHASE & CO CMN	Purchase $1,001 - $15,000	Dec 05, 2024	Nov 15, 2024	+8.37%
Jared Moskowitz D / House	JPM JP MORGAN CHASE & CO. COMMON STOCK	Purchase $1,001 - $15,000	Dec 09, 2024	Nov 08, 2024	+15.07%
Val T. Hoyle D / House	USB U.S. BANCORP COMMON STOCK	Purchase $1,001 - $15,000	Sep 12, 2025	Oct 29, 2024	-18.31%
Val T. Hoyle D / House	JPM JP MORGAN CHASE & CO. COMMON STOCK	Purchase $1,001 - $15,000	Sep 12, 2025	Oct 29, 2024	+19.93%
Marjorie Taylor Greene R / House	JPM JP MORGAN CHASE & CO. COMMON STOCK	Purchase $1,001 - $15,000	Oct 08, 2024	Oct 04, 2024	+25.64%
Ro Khanna D / House	C CITIGROUP INC. HYBRID PERPETUAL	Purchase $1,001 - $15,000	Nov 08, 2024	Oct 02, 2024	+42.06%
Ro Khanna D / House	JPM JPMORGAN CHASE & CO. HYBRID PERPETUAL USD	Purchase $1,001 - $15,000	Nov 08, 2024	Oct 02, 2024	+27.49%
Ritchie Torres D / House	JPM C��: THIS INVESTMENT IS HELD WITHIN A PUBLICLY AVAILABLE, WIDELY HELD INDEPENDENTLY MANAGED PORTFOLIO OVER WHICH I HAVE NO AUTHORITY TO EXERCISE CONTROL OVER OR INFLUENCE THE FINANCIAL INTERESTS HELD BY THE PORTFOLIO. THE ASSETS OF THE PORTFOLIO ARE WIDELY DIVERSIFIED, AND ALL INVESTMENT DECISIONS ARE MADE SOLELY BY THE INDEPENDENT MANAGER, WITHOUT MY INPUT OR DIRECTION. JP MORGAN CHASE & CO. COMMON STOCK	Purchase $1,001 - $15,000	Aug 20, 2025	Sep 26, 2024	+26.85%
Ritchie Torres D / House	USB C��: THIS INVESTMENT IS HELD WITHIN A PUBLICLY AVAILABLE, WIDELY HELD INDEPENDENTLY MANAGED PORTFOLIO OVER WHICH I HAVE NO AUTHORITY TO EXERCISE CONTROL OVER OR INFLUENCE THE FINANCIAL INTERESTS HELD BY THE PORTFOLIO. THE ASSETS OF THE PORTFOLIO ARE WIDELY DIVERSIFIED, AND ALL INVESTMENT DECISIONS ARE MADE SOLELY BY THE INDEPENDENT MANAGER, WITHOUT MY INPUT OR DIRECTION. U.S. BANCORP COMMON STOCK	Purchase $1,001 - $15,000	Aug 20, 2025	Sep 26, 2024	-13.60%
Laurel M. Lee R / House	JPM JP MORGAN CHASE & CO. COMMON STOCK	Purchase $50,001 - $100,000	Sep 14, 2024	Sep 10, 2024	+24.37%
John James R / House	JPM JP MORGAN CHASE & CO. COMMON STOCK	Sale $1,001 - $15,000	Sep 06, 2024	Sep 04, 2024	+15.64%
Scott Franklin R / House	JPM C��: OUR BROKER PURCHASED SHARES OF 29 STOCKS IN MY SPOUSE'S ROTH IRA ON 8/7/24 IN ORDER TO REBALANCE THE PORTFOLIO IN ACCORDANCE WITH THE FIRM'S INVESTMENT STRATEGY FOR ACCOUNTS THAT SIZE. HE FAILED TO NOTIFY ME OF THESE TRANSACTIONS AND IT WASN'T DISCOVERED UNTIL I WAS ATTEMPTING TO RECONCILE OUR INVESTMENT HOLDINGS FOR MY 2024 FINANCIAL DISCLOSURE. SP JP MORGAN CHASE & CO. COMMON STOCK	Purchase $1,001 - $15,000	Jul 03, 2025	Aug 07, 2024	+21.04%
Scott Franklin R / House	JPM JP MORGAN CHASE & CO. COMMON STOCK	Sale $15,001 - $50,000	Aug 20, 2024	Aug 06, 2024	+21.99%
Ro Khanna D / House	C CITIGROUP INC. CMN	Purchase $1,001 - $15,000	Sep 06, 2024	Aug 02, 2024	+43.04%
Ro Khanna D / House	JPM JPMORGAN CHASE & CO CMN	Sale $1,001 - $15,000	Sep 06, 2024	Aug 02, 2024	+25.51%
Ro Khanna D / House	USB U.S. BANCORP CMN	Sale $15,001 - $50,000	Sep 06, 2024	Aug 02, 2024	-15.42%
Ro Khanna D / House	C CITIGROUP INC. CMN	Purchase $1,001 - $15,000	Sep 06, 2024	Aug 02, 2024	+43.04%
Ro Khanna D / House	JPM JPMORGAN CHASE & CO CMN	Sale $1,001 - $15,000	Sep 06, 2024	Aug 02, 2024	+25.51%
Ro Khanna D / House	USB U.S. BANCORP CMN	Purchase $1,001 - $15,000	Sep 06, 2024	Aug 02, 2024	-15.42%
Scott Franklin R / House	JPM JP MORGAN CHASE & CO. COMMON STOCK	Sale $1,001 - $15,000	Aug 20, 2024	Aug 01, 2024	+21.39%
Marjorie Taylor Greene R / House	JPM JP MORGAN CHASE & CO. COMMON STOCK	Purchase $1,001 - $15,000	Jul 24, 2024	Jul 23, 2024	+22.16%
Shelley Moore Capito R / Senate	C Citigroup Inc	Sale (Partial) $1,001 - $15,000	Aug 11, 2024	Jul 17, 2024	+26.30%
Jared Moskowitz D / House	JPM JP MORGAN CHASE & CO. COMMON STOCK	Purchase $1,001 - $15,000	Aug 19, 2024	Jul 05, 2024	+26.26%
Jared Moskowitz D / House	JPM JP MORGAN CHASE & CO. COMMON STOCK	Purchase $1,001 - $15,000	Aug 06, 2024	Jul 05, 2024	+26.26%
Ro Khanna D / House	USB U.S. BANCORP CMN	Purchase $1,001 - $15,000	Aug 07, 2024	Jul 01, 2024	-3.80%
Jared Moskowitz D / House	JPM JP MORGAN CHASE & CO. COMMON STOCK	Purchase $1,001 - $15,000	Aug 06, 2024	Jul 01, 2024	+23.72%
Ro Khanna D / House	JPM JPMORGAN CHASE & CO CMN	Purchase $1,001 - $15,000	Jun 05, 2024	May 29, 2024	+24.68%
Ro Khanna D / House	USB U.S. BANCORP CMN	Sale $15,001 - $50,000	Jun 05, 2024	May 28, 2024	-8.97%
Ro Khanna D / House	JPM JPMORGAN CHASE & CO. HYBRID PERPETUAL USD	Purchase $1,001 - $15,000	Jun 05, 2024	May 15, 2024	+22.51%
Ro Khanna D / House	C CITIGROUP INC. HYBRID PERPETUAL USD	Purchase $1,001 - $15,000	Jun 05, 2024	May 15, 2024	+27.84%
Ro Khanna D / House	JPM JPMORGAN CHASE & CO. HYBRID PERPETUAL	Purchase $1,001 - $15,000	Jun 05, 2024	May 01, 2024	+23.05%
Ro Khanna D / House	JPM JPMORGAN CHASE & CO, HYBRID PERPETUAL	Purchase $1,001 - $15,000	Jun 05, 2024	May 01, 2024	+23.05%
Ro Khanna D / House	JPM JPMORGAN CHASE & CO. HYBRID PERPETUAL USD	Purchase $1,001 - $15,000	Jun 05, 2024	May 01, 2024	+23.05%
Ro Khanna D / House	JPM JPMORGAN CHASE & CO. HYBRID PERPETUAL USD	Purchase $1,001 - $15,000	Jun 05, 2024	May 01, 2024	+23.05%
Ro Khanna D / House	JPM JPMORGAN CHASE & CO. HYBRID PERPETUAL USD	Purchase $1,001 - $15,000	Jun 05, 2024	May 01, 2024	+23.05%
Ro Khanna D / House	JPM JPMORGAN CHASE & CO. HYBRID PERPETUAL USD	Purchase $1,001 - $15,000	Jun 05, 2024	May 01, 2024	+23.05%
Kevin Hern R / House	JPM JP MORGAN CHASE & CO. COMMON STOCK	Purchase $1,001 - $15,000	May 12, 2024	Apr 30, 2024	+23.58%
Ro Khanna D / House	JPM JPMORGAN CHASE & CO CMN	Purchase $15,001 - $50,000	May 06, 2024	Apr 26, 2024	+23.81%
Jonathan L. Jackson D / House	JPM JP MORGAN CHASE & CO. COMMON STOCK	Purchase $15,001 - $50,000	May 07, 2024	Apr 24, 2024	+23.37%
Shelley Moore Capito R / Senate	JPM JP Morgan Chase & Company	Sale (Partial) $1,001 - $15,000	May 13, 2024	Apr 23, 2024	+24.24%
Ro Khanna D / House	C CITIGROUP INC. HYBRID 07/24/2028 USD	Sale $1,001 - $15,000	May 06, 2024	Apr 16, 2024	+40.81%
Ro Khanna D / House	JPM JPMORGAN CHASE & CO. HYBRID PERPETUAL	Purchase $1,001 - $15,000	May 06, 2024	Apr 15, 2024	+31.82%
Mike Kelly R / House	USB U.S. BANCORP COMMON STOCK	Sale $1,001 - $15,000	Jun 14, 2024	Apr 11, 2024	-17.95%
Ro Khanna D / House	JPM JPMORGAN CHASE & CO. HYBRID PERPETUAL	Purchase $1,001 - $15,000	Apr 05, 2024	Mar 26, 2024	+24.63%
Michael T. McCaul R / House	JPM JP MORGAN CHASE BANK - USD	Sale None	Apr 16, 2024	Mar 21, 2024	-
Michael T. McCaul R / House	JPM JP MORGAN CHASE BANK - USD	Purchase None	Apr 16, 2024	Mar 21, 2024	-
Michael T. McCaul R / House	JPM JP MORGAN CHASE BANK - USD	Sale None	Apr 16, 2024	Mar 21, 2024	-
Michael T. McCaul R / House	JPM JP MORGAN CHASE BANK - USD	Purchase None	Apr 16, 2024	Mar 21, 2024	-
Tommy Tuberville R / Senate	JPM JP Morgan Chase & Co. Common Stock	Sale (Full) $1,001 - $15,000	Apr 15, 2024	Mar 12, 2024	+28.99%
Michael T. McCaul R / House	JPM JP MORGAN CHASE BANK - USD	Purchase None	Apr 16, 2024	Mar 07, 2024	-
Michael T. McCaul R / House	JPM JP MORGAN CHASE BANK - USD	Purchase None	Apr 16, 2024	Mar 07, 2024	-
Michael T. McCaul R / House	JPM JP MORGAN CHASE BANK - USD	Sale None	Apr 16, 2024	Mar 07, 2024	-
Michael T. McCaul R / House	JPM JP MORGAN CHASE BANK - USD	Sale None	Apr 16, 2024	Mar 07, 2024	-
Ro Khanna D / House	JPM JPMORGAN CHASE & CO. HYBRID PERPETUAL	Purchase $1,001 - $15,000	Apr 05, 2024	Mar 05, 2024	+27.60%
Ro Khanna D / House	JPM JPMORGAN CHASE & CO CMN	Purchase $1,001 - $15,000	Mar 06, 2024	Feb 13, 2024	+37.17%
Kevin Hern R / House	JPM JP MORGAN CHASE & CO. COMMON STOCK	Purchase $1,001 - $15,000	Feb 11, 2024	Jan 31, 2024	+33.96%
Michael T. McCaul R / House	JPM JP MORGAN CHASE BANK TIME DEPOSITS	Purchase None	Feb 13, 2024	Jan 25, 2024	-
Michael T. McCaul R / House	JPM JP MORGAN CHASE BANK TIME DEPOSITS	Sale None	Feb 13, 2024	Jan 25, 2024	-
Michael T. McCaul R / House	JPM JP MORGAN CHASE BANK TIME DEPOSITS	Sale None	Feb 13, 2024	Jan 25, 2024	-
Michael T. McCaul R / House	JPM JP MORGAN CHASE BANK TIME DEPOSITS	Purchase None	Feb 13, 2024	Jan 25, 2024	-
Kathy E. Manning D / House	JPM JP MORGAN CHASE & CO.	Sale $1,001 - $15,000	Feb 06, 2024	Jan 23, 2024	+40.02%
Kathy E. Manning D / House	JPM JP MORGAN CHASE & CO.	Sale $1,001 - $15,000	Feb 06, 2024	Jan 23, 2024	+40.02%
Michael T. McCaul R / House	JPM JP MORGAN CHASE BANK TIME DEPOSITS	Sale None	Feb 13, 2024	Jan 11, 2024	-
Michael T. McCaul R / House	JPM JP MORGAN CHASE BANK TIME DEPOSITS	Sale None	Feb 13, 2024	Jan 11, 2024	-
Michael T. McCaul R / House	JPM JP MORGAN CHASE BANK TIME DEPOSITS	Purchase None	Feb 13, 2024	Jan 11, 2024	-
Michael T. McCaul R / House	JPM JP MORGAN CHASE BANK TIME DEPOSITS	Purchase None	Feb 13, 2024	Jan 11, 2024	-
Michael T. McCaul R / House	C CITIGROUP INC COM NEW	Purchase $15,001 - $50,000	Feb 13, 2024	Jan 10, 2024	+46.39%
Ro Khanna D / House	C CITIGROUP INC. CMN	Purchase $1,001 - $15,000	Feb 05, 2024	Jan 10, 2024	+46.39%
Michael T. McCaul R / House	C CITIGROUP INC COM NEW	Purchase $100,001 - $250,000	Feb 13, 2024	Jan 10, 2024	+46.39%
Ro Khanna D / House	JPM JPMORGAN CHASE & CO CMN	Sale $15,001 - $50,000	Feb 05, 2024	Jan 10, 2024	+35.47%
Shelley Moore Capito R / Senate	JPM JP Morgan Chase & Company	Sale (Partial) $1,001 - $15,000	Jan 12, 2024	Dec 19, 2023	+38.24%
Jerry Moran R / Senate	USB U.S. Bancorp Common Stock	Sale (Full) $1,001 - $15,000	Jan 17, 2024	Dec 14, 2023	-39.00%
Jerry Moran R / Senate	USB U.S. Bancorp Common Stock	Sale (Full) $1,001 - $15,000	Jan 17, 2024	Dec 14, 2023	-39.00%
John R. Curtis R / House	JPM JP MORGAN CHASE & CO.	Sale $1,001 - $15,000	Dec 15, 2023	Dec 04, 2023	+43.91%
Ro Khanna D / House	C CITIGROUP INC. HYBRID 04/23/2029 USD	Purchase $1,001 - $15,000	Jan 04, 2024	Dec 04, 2023	+62.62%
Michael T. McCaul R / House	JPM JP MORGAN CHASE BANK- TIME DEPOSITS	Purchase None	Dec 09, 2023	Nov 30, 2023	-
Michael T. McCaul R / House	JPM JP MORGAN CHASE BANK- TIME DEPOSITS	Sale None	Dec 09, 2023	Nov 30, 2023	-
Michael T. McCaul R / House	JPM JP MORGAN CHASE BANK-TIME DEPOSITS	Sale None	Dec 09, 2023	Nov 30, 2023	-
Michael T. McCaul R / House	JPM JP MORGAN CHASE BANK- TIME DEPOSITS	Purchase None	Dec 09, 2023	Nov 30, 2023	-
Michael T. McCaul R / House	JPM JP MORGAN CHASE BANK-TIME DEPOSITS	Sale None	Dec 09, 2023	Nov 16, 2023	-
Michael T. McCaul R / House	JPM JP MORGAN CHASE BANK- TIME DEPOSITS	Purchase None	Dec 09, 2023	Nov 16, 2023	-
Michael T. McCaul R / House	JPM JP MORGAN CHASE BANK-TIME DEPOSITS	Purchase None	Dec 09, 2023	Nov 16, 2023	-
Michael T. McCaul R / House	JPM JP MORGAN CHASE BANK- TIME DEPOSITS	Sale None	Dec 09, 2023	Nov 16, 2023	-
John James R / House	JPM JP MORGAN CHASE & CO. COMMON STOCK	Purchase $1,001 - $15,000	Sep 02, 2024	Nov 10, 2023	+53.58%
Ro Khanna D / House	C CITIGROUP INC. CMN	Purchase $1,001 - $15,000	Dec 06, 2023	Nov 03, 2023	+80.50%
Ro Khanna D / House	USB U.S. BANCORP CMN	Purchase $1,001 - $15,000	Dec 06, 2023	Nov 03, 2023	-22.58%
Michael T. McCaul R / House	JPM JP MORGAN CHASE BANK-TIME DEPOSITS	Sale None	Dec 09, 2023	Nov 02, 2023	-
Michael T. McCaul R / House	JPM JP MORGAN CHASE BANK- TIME DEPOSITS	Purchase None	Dec 09, 2023	Nov 02, 2023	-
Michael T. McCaul R / House	JPM JP MORGAN CHASE BANK- TIME DEPOSITS	Sale None	Dec 09, 2023	Nov 02, 2023	-
Ro Khanna D / House	C CITIGROUP INC. HYBRID PERPETUAL	Purchase $1,001 - $15,000	Dec 06, 2023	Nov 02, 2023	+84.24%
Michael T. McCaul R / House	JPM JP MORGAN CHASE BANK- TIME DEPOSITS	Purchase None	Dec 09, 2023	Nov 02, 2023	-
Kevin Hern R / House	JPM JP MORGAN CHASE & CO.	Purchase $1,001 - $15,000	Nov 17, 2023	Oct 31, 2023	+56.29%
Ro Khanna D / House	C CITIGROUP INC, HYBRID PERPETUAL USD	Purchase $1,001 - $15,000	Nov 08, 2023	Oct 30, 2023	+93.49%
Ro Khanna D / House	C CITIGROUP INC. HYBRID PERPETUAL USD	Purchase $1,001 - $15,000	Nov 08, 2023	Oct 30, 2023	+93.49%
Greg Stanton D / House	C CITIGROUP, INC.	Sale $1,001 - $15,000	Nov 09, 2023	Oct 24, 2023	+96.54%
Greg Stanton D / House	JPM JP MORGAN CHASE & CO.	Sale $1,001 - $15,000	Nov 09, 2023	Oct 24, 2023	+55.12%
Byron Donalds R / House	JPM JP MORGAN CHASE & CO (JPM)	Sale $1,001 - $15,000	Nov 08, 2024	Oct 19, 2023	+50.14%
Michael T. McCaul R / House	JPM JP MORGAN CHASE BANK TIME DEPOSITS	Purchase None	Nov 13, 2023	Oct 19, 2023	-
Michael T. McCaul R / House	JPM JP MORGAN CHASE BANK TIME DEPOSITS	Sale None	Nov 13, 2023	Oct 19, 2023	-
Michael T. McCaul R / House	JPM JP MORGAN CHASE BANK TIME DEPOSITS	Purchase None	Nov 13, 2023	Oct 19, 2023	-
Byron Donalds R / House	JPM JP MORGAN CHASE & CO (JPM)	Purchase $1,001 - $15,000	Nov 08, 2024	Oct 19, 2023	+50.14%
Michael T. McCaul R / House	JPM JP MORGAN CHASE BANK TIME DEPOSITS	Sale None	Nov 13, 2023	Oct 19, 2023	-
Ro Khanna D / House	C CITIGROUP INC. HYBRID PERPETUAL	Purchase None	Nov 08, 2023	Oct 16, 2023	-