Conflicts of Interest Disclosure : Securities, Mutual Funds, Investments
Kaye Kory reported the following investments:
| Investment | Type | Value |
|---|---|---|
| BillionToOne | Stock | $5,001 to $50,000 |
| Canva | Stock | More than $250,000 |
| Circumvent Pharmaceuticals | Stock | $5,001 to $50,000 |
| Float Inc | Stock | $5,001 to $50,000 |
| Oolu | Stock | $5,001 to $50,000 |
| Sendbird | Stock | $50,001 - $250,000 |
| SMC Corp | Stock | $5,001 to $50,000 |
| Merrill Lynch Managed Hedged Portfo | Brokerage Account | More than $250,000 |
| American Euro-Pacific Growth Fund | Mutual Fund | $5,001 to $50,000 |
| American Funds Balanced | Mutual Fund | $5,001 to $50,000 |
| Blackrock Health Sciences Opportunities | Mutual Fund | $50,001 - $250,000 |
| Blackrock Strategic Income Opportunities | Mutual Fund | $50,001 - $250,000 |
| Clearbridge Large Capital Growth | Mutual Fund | $50,001 - $250,000 |
| DFA Investment Grade Bond Fund | Mutual Fund | $5,001 to $50,000 |
| First Trust NASDAQ Cybersecurity ETF | Mutual Fund | $50,001 - $250,000 |
| iShares 2023 and 2024 Municipal Bond | Mutual Fund | $50,001 - $250,000 |
| iShares Core S&P Growth ETF | Mutual Fund | $50,001 - $250,000 |
| iShares Core S&P Value ETF | Mutual Fund | $50,001 - $250,000 |
| iShares High Yield Corp Bond ETF | Mutual Fund | $5,001 to $50,000 |
| iShares Institutional Grade Corp Bond ETF | Mutual Fund | $50,001 - $250,000 |
| iShares Select Dividend ETF | Mutual Fund | $5,001 to $50,000 |
| iShares Treasury Bond ETF | Mutual Fund | $50,001 - $250,000 |
| iShares Treasury Bond ETF | Mutual Fund | $5,001 to $50,000 |
| Janus Henderson Triton Fund | Mutual Fund | $5,001 to $50,000 |
| JP Morgan Core Bond Fund | Mutual Fund | $50,001 - $250,000 |
| JP Morgan Hedged Equity Fund | Mutual Fund | $50,001 - $250,000 |
| JP Morgan Ultra Short Bond ETF | Mutual Fund | $50,001 - $250,000 |
| Merrill Lynch Mult-Manager Portfplio | Mutual Fund | More than $250,000 |
| Metropolitan Total Return Bon Fund | Mutual Fund | $50,001 - $250,000 |
| Morgan Stanley IAdivised Trading Fund | Mutual Fund | $50,001 - $250,000 |
| MorganStanley Municipal Bond Portfolio | Mutual Fund | More than $250,000 |
| PIMCO Total Return Fund | Mutual Fund | $50,001 - $250,000 |
| Russell 1000 Index ETF | Mutual Fund | $50,001 - $250,000 |
| Vanguard Dividend Appreciation ETF | Mutual Fund | $50,001 - $250,000 |
| Vanguard FTSE Developed Market ETF | Mutual Fund | $5,001 to $50,000 |
| Vanguard FTSE Emerging Market ETF | Mutual Fund | $5,001 to $50,000 |
| Vanguard Growth ETF | Mutual Fund | $5,001 to $50,000 |
| Vanguard Mortgage Backed Securities ETF | Mutual Fund | $50,001 - $250,000 |
| Vanguard Total Market Index Fund | Mutual Fund | $5,001 to $50,000 |
| Albermarle Economic Dev Authority | Other | $5,001 to $50,000 |
| Fairfax County Bonds | Other | $5,001 to $50,000 |
| Hampton Roads Sanitary District Bond | Other | $5,001 to $50,000 |
| Horizon Partners Seed Venture Capital Fund | Other | More than $250,000 |
| Venture Fund - Acceleprise | Other | $50,001 - $250,000 |
| Virginia Residential Authority Bond | Other | $5,001 to $50,000 |