Financial Disclosure Report

Filing ID #10026155 financial DiScloSure report

Clerk of the House of Representatives • Legislative Resource Center • 135 Cannon Building • Washington, DC 20515 filer information name: Hon. Donna Shalala Status: Member State/District: FL27

filing information filing type: New Filer Report filing year: 2018 filing Date: 05/14/2019 period covered: 01/01/2017– 12/31/2018

ScheDule a: aSSetS anD "unearneD" income

asset owner Value of asset income income income type(s) current preceding year to year filing

Citibank Accounts [BA] $50,001 - Interest Not $1 - $200 $100,000 Applicable

Mednax Inc. [OP] None Capital Gains Not $100,001 - Applicable $1,000,000

DESCRIPTION: Options exercised in June 2018.

Miami Rental Property [RP] $250,001 - Rent Not $15,001 - $500,000 Applicable $50,000

LOCATION: Miami, FL, US

Morgan Stanley Active Assets Account (1) ⇒ $100,001 - Dividends Not None Blackstone Alternative Alpha Adv [HE] $250,000 Applicable

Morgan Stanley Active Assets Account (2) ⇒ $15,001 - $50,000 None Algerian MLP ETF (AMLP) [EF]

Morgan Stanley Active Assets Account (2) ⇒ None Dividends Not $201 - FT North American Energy INFRA (EMLP) [EF] Applicable $1,000 asset owner Value of asset income income income type(s) current preceding year to year filing Morgan Stanley Active Assets Account (2) ⇒ $50,001 - None ISHARES CORE MSCI EUROPE (IEUR) [EF] $100,000

Morgan Stanley Active Assets Account (2) ⇒ $15,001 - $50,000 Dividends Not $1,001 - ISHARES EDGE MSCI MIN VOL EAFE (EFAV) [EF] Applicable $2,500

Morgan Stanley Active Assets Account (2) ⇒ $15,001 - $50,000 Capital Gains, Not $1,001 - ISHARES EDGE MSCI VOL EMER (EEMV) [EF] Dividends Applicable $2,500

Morgan Stanley Active Assets Account (2) ⇒ $1,001 - $15,000 Dividends Not $1 - $200 ISHARES INC MSCI JAPAN ETF (EWJ) [EF] Applicable

Morgan Stanley Active Assets Account (2) ⇒ $50,001 - Capital Gains, Not $2,501 - ISHARES RUSSELL 1000 GRW ETF (IWF) [EF] $100,000 Dividends Applicable $5,000

Morgan Stanley Active Assets Account (2) ⇒ $50,001 - Dividends Not $1,001 - ISHARES RUSSELL 1000 VALUE ETF (IWD) [EF] $100,000 Applicable $2,500

Morgan Stanley Active Assets Account (2) ⇒ $1,001 - $15,000 Capital Gains, Not $1,001 - ISHARES RUSSELL 2000 GRWTH ETF (IWO) [EF] Dividends Applicable $2,500

Morgan Stanley Active Assets Account (2) ⇒ $1,001 - $15,000 Capital Gains, Not $1,001 - ISHARES RUSSELL 2000 VALUE ETF (IWN) [EF] Dividends Applicable $2,500

Morgan Stanley Active Assets Account (2) ⇒ $1,001 - $15,000 Capital Gains, Not $2,501 - ISHARES RUSSELL MIDCAP G ETF (IWP) [EF] Dividends Applicable $5,000

Morgan Stanley Active Assets Account (2) ⇒ $1,001 - $15,000 Capital Gains, Not $1,001 - ISHARES RUSSELL MIDCAP V ETF (IWS) [EF] Dividends Applicable $2,500

Morgan Stanley Active Assets Account (2) ⇒ $1,001 - $15,000 Interest Not $1 - $200 Morgan Stanley Private Bank Account [BA] Applicable

Morgan Stanley Active Assets Account (2) ⇒ $1,001 - $15,000 Dividends Not $1 - $200 Vanguard Dividend Appreciation (VIG) [EF] Applicable

Morgan Stanley Active Assets Account (2) ⇒ None Dividends Not $1,001 - VANGUARD FTSE EUROPE ETF (VGK) [EF] Applicable $2,500

Morgan Stanley Active Assets Account (2) ⇒ $15,001 - $50,000 Capital Gains, Not $5,001 - WISDOMTREE TRUST JAPN HEDGE EQ [EF] Dividends Applicable $15,000

Morgan Stanley Active Assets Account (3) ⇒ None Capital Gains, Not $1,001 - Amgen Inc. (AMGN) [ST] Dividends Applicable $2,500 asset owner Value of asset income income income type(s) current preceding year to year filing

Morgan Stanley Active Assets Account (3) ⇒ None Capital Gains, Not $1,001 - Analog Devices, Inc. (ADI) [ST] Dividends Applicable $2,500

Morgan Stanley Active Assets Account (3) ⇒ $1,001 - $15,000 Capital Gains, Not $2,501 - Apple Inc. (AAPL) [ST] Dividends Applicable $5,000

Morgan Stanley Active Assets Account (3) ⇒ $1,001 - $15,000 Dividends Not $1 - $200 AT&T Inc. (T) [ST] Applicable

Morgan Stanley Active Assets Account (3) ⇒ None Dividends Not $1 - $200 Bank of New York Mellon Corporation (BK) [ST] Applicable

Morgan Stanley Active Assets Account (3) ⇒ $1,001 - $15,000 Dividends Not $1 - $200 BlackRock, Inc. (BLK) [ST] Applicable

Morgan Stanley Active Assets Account (3) ⇒ None Capital Gains, Not $5,001 - Boeing Company (BA) [ST] Dividends Applicable $15,000

Morgan Stanley Active Assets Account (3) ⇒ $1,001 - $15,000 Capital Gains, Not $5,001 - Chevron Corporation (CVX) [ST] Dividends Applicable $15,000

Morgan Stanley Active Assets Account (3) ⇒ $1,001 - $15,000 Capital Gains, Not $201 - Chubb Limited (CB) [ST] Dividends Applicable $1,000

Morgan Stanley Active Assets Account (3) ⇒ $1,001 - $15,000 Dividends Not $201 - Cisco Systems, Inc. (CSCO) [ST] Applicable $1,000

Morgan Stanley Active Assets Account (3) ⇒ $1,001 - $15,000 Dividends Not $201 - Colgate-Palmolive Company (CL) [ST] Applicable $1,000

Morgan Stanley Active Assets Account (3) ⇒ $1,001 - $15,000 Dividends Not None Comcast Corporation - Class A (CMCSA) [ST] Applicable

Morgan Stanley Active Assets Account (3) ⇒ $1,001 - $15,000 Dividends Not $1 - $200 ConocoPhillips (COP) [ST] Applicable

Morgan Stanley Active Assets Account (3) ⇒ None Capital Gains, Not $1,001 - Crown Castle International Corp. (CCI) [ST] Dividends Applicable $2,500

Morgan Stanley Active Assets Account (3) ⇒ $1,001 - $15,000 Capital Gains, Not $1 - $200 DowDuPont Inc. (DWDP) [ST] Dividends Applicable asset owner Value of asset income income income type(s) current preceding year to year filing Morgan Stanley Active Assets Account (3) ⇒ None Dividends Not $201 - FT NORTH AMERICAN ENERGY INFRA (EMLP) [EF] Applicable $1,000

Morgan Stanley Active Assets Account (3) ⇒ None Capital Gains, Not $5,001 - Honeywell International Inc. (HON) [ST] Dividends Applicable $15,000

Morgan Stanley Active Assets Account (3) ⇒ None Capital Gains, Not $201 - International Business Machines Corporation (IBM) Dividends Applicable $1,000 [ST]

Morgan Stanley Active Assets Account (3) ⇒ $1,001 - $15,000 Capital Gains, Not $2,501 - Johnson & Johnson (JNJ) [ST] Dividends Applicable $5,000

Morgan Stanley Active Assets Account (3) ⇒ $1,001 - $15,000 Capital Gains, Not $5,001 - JP Morgan Chase & Co. (JPM) [ST] Dividends Applicable $15,000

Morgan Stanley Active Assets Account (3) ⇒ None Capital Gains, Not $1 - $200 L Brands, Inc. (LB) [ST] Dividends Applicable

Morgan Stanley Active Assets Account (3) ⇒ None Dividends Not $201 - Lockheed Martin Corporation (LMT) [ST] Applicable $1,000

Morgan Stanley Active Assets Account (3) ⇒ $1,001 - $15,000 Dividends Not $1 - $200 Lowe's Companies, Inc. (LOW) [ST] Applicable

Morgan Stanley Active Assets Account (3) ⇒ $1,001 - $15,000 Dividends Not $1 - $200 McDonald's Corporation (MCD) [ST] Applicable

Morgan Stanley Active Assets Account (3) ⇒ $1,001 - $15,000 Capital Gains, Not $2,501 - Microsoft Corporation (MSFT) [ST] Dividends Applicable $5,000

Morgan Stanley Active Assets Account (3) ⇒ $100,001 - Interest Not $1 - $200 Morgan Stanley Bank Account [BA] $250,000 Applicable

Morgan Stanley Active Assets Account (3) ⇒ $1,001 - $15,000 Capital Gains, Not $201 - Nestle SA Sponsored ADR representing Registered Dividends Applicable $1,000 Shares Series B (NSRGY) [ST]

Morgan Stanley Active Assets Account (3) ⇒ $1,001 - $15,000 Capital Gains, Not $1,001 - NextEra Energy, Inc. (NEE) [ST] Dividends Applicable $2,500

Morgan Stanley Active Assets Account (3) ⇒ $1,001 - $15,000 Capital Gains, Not $201 - Occidental Petroleum Corporation (OXY) [ST] Dividends Applicable $1,000 asset owner Value of asset income income income type(s) current preceding year to year filing Morgan Stanley Active Assets Account (3) ⇒ None Capital Gains, Not $1,001 - Pepsico, Inc. (PEP) [ST] Dividends Applicable $2,500

Morgan Stanley Active Assets Account (3) ⇒ $15,001 - $50,000 Capital Gains, Not $1,001 - Pfizer, Inc. (PFE) [ST] Dividends Applicable $2,500

Morgan Stanley Active Assets Account (3) ⇒ None Capital Gains, Not $1 - $200 Schlumberger N.V. (SLB) [ST] Dividends Applicable

Morgan Stanley Active Assets Account (3) ⇒ $1,001 - $15,000 Capital Gains, Not $1,001 - Sempra Energy (SRE) [ST] Dividends Applicable $2,500

Morgan Stanley Active Assets Account (3) ⇒ None Dividends Not $201 - The Kraft Heinz Company (KHC) [ST] Applicable $1,000

Morgan Stanley Active Assets Account (3) ⇒ None Dividends Not $201 - VANGUARD INT DIV APP INDX FD (VIGI) [EF] Applicable $1,000

Morgan Stanley Active Assets Account (3) ⇒ $1,001 - $15,000 Capital Gains, Not $2,501 - Verizon Communications Inc. (VZ) [ST] Dividends Applicable $5,000

Morgan Stanley Active Assets Account (3) ⇒ $1,001 - $15,000 Capital Gains, Not $1,001 - Walmart Inc. (WMT) [ST] Dividends Applicable $2,500

Morgan Stanley Active Assets Account (3) ⇒ None Dividends Not $1,001 - Wells Fargo & Company (WFC) [ST] Applicable $2,500

Morgan Stanley Active Assets Account (3) ⇒ None Dividends Not $1 - $200 WISDOMTREE TR ITL HDG QTLY DIV (IHDG] [EF] Applicable

Morgan Stanley Active Assets Account (3) ⇒ None Dividends Not $201 - WISDOMTREE TR US S CAP DIV GRW (DGRS) [EF] Applicable $1,000

Morgan Stanley Active Assets Account (3) ⇒ None Capital Gains, Not $1,001 - WisdomTree U.S. LargeCap Dividend Fund (DLN) [ST] Dividends Applicable $2,500

Morgan Stanley Active Assets Account (3) ⇒ None Dividends Not $201 - WISDOMTREE US MIDCAP DIV FND (DON) [EF] Applicable $1,000

Morgan Stanley Active Assets Account (3) ⇒ $1,001 - $15,000 Capital Gains, Not $201 - WISDOMTREE US SMALLCAP DIV FND (DES) [EF] Dividends Applicable $1,000

Morgan Stanley Active Assets Account (4) ⇒ None Interest Not $1 - $200 Morgan Stanley Private Bank Account [BA] Applicable asset owner Value of asset income income income type(s) current preceding year to year filing

Morgan Stanley Basic Securities Account (1) ⇒ None Capital Gains Not $1 - $200 Cars.com Inc. (CARS) [ST] Applicable

Morgan Stanley Basic Securities Account (1) ⇒ $1,001 - $15,000 Dividends Not $201 - Gannett Co., Inc. (GCI) [ST] Applicable $1,000

Morgan Stanley Basic Securities Account (1) ⇒ $15,001 - $50,000 Dividends Not $201 - Lennar Corporation Class A (LEN) [ST] Applicable $1,000

Morgan Stanley Basic Securities Account (1) ⇒ $100,001 - Dividends Not None Lennar Corporation Class A (LEN) [ST] $250,000 Applicable

DESCRIPTION: Stock Name: LENNAR CORPORATION A RST

Morgan Stanley Basic Securities Account (1) ⇒ None Capital Gains, Not $1 - $200 Lennar Corporation Class B (LEN.B) [ST] Dividends Applicable

Morgan Stanley Basic Securities Account (1) ⇒ $50,001 - Dividends Not None Mednax, Inc. (MD) [ST] $100,000 Applicable

Morgan Stanley Basic Securities Account (1) ⇒ None Capital Gains, Not $2,501 - Medtronic plc. Ordinary Shares (MDT) [ST] Dividends Applicable $5,000

Morgan Stanley Basic Securities Account (1) ⇒ $1,001 - $15,000 Interest Not $1 - $200 Morgan Stanley Private Bank Account [BA] Applicable

Morgan Stanley Basic Securities Account (1) ⇒ $15,001 - $50,000 Dividends Not $201 - TEGNA Inc (TGNA) [ST] Applicable $1,000

Morgan Stanley Basic Securities Account (1) ⇒ $1,001 - $15,000 Dividends Not None Teva Pharmaceutical Industries Limited American Applicable Depositary Shares (TEVA) [ST]

Morgan Stanley Basic Securities Account (1) ⇒ $250,001 - Capital Gains, Not $100,001 - UnitedHealth Group Incorporated Common Stock $500,000 Dividends Applicable $1,000,000 (UNH) [ST]

Morgan Stanley Basic Securities Account (1) ⇒ $15,001 - $50,000 Dividends Not $201 - Watsco, Inc. (WSO) [ST] Applicable $1,000

Morgan Stanley Basic Securities Account (2) ⇒ $15,001 - $50,000 Interest Not $1 - $200 Morgan Stanley Private Bank Account [BA] Applicable

Morgan Stanley Basic Securities Account (2) ⇒ $15,001 - $50,000 Partnership Not None asset owner Value of asset income income income type(s) current preceding year to year filing PE Premier BTAS IV Feeder [HE] Income Applicable

Morgan Stanley Basic Securities Account (2) ⇒ $15,001 - $50,000 Partnership Not None PEP II Onshore Class A [HE] Income Applicable

Morgan Stanley Basic Securities Account (3) ⇒ $50,001 - None CERES ORION LP CL A [HE] $100,000

Morgan Stanley Basic Securities Account (3) ⇒ $50,001 - Capital Gains Not $50,001 - MF Premier Energy II LP [HE] $100,000 Applicable $100,000

Morgan Stanley IRA ⇒ $15,001 - $50,000 Tax-Deferred Angel Oak Multi Strat Inc I (ANGIX) [MF]

Morgan Stanley IRA ⇒ None Tax-Deferred Blackrock Strategic Inc Opp I (BSIIX) [MF]

Morgan Stanley IRA ⇒ $15,001 - $50,000 Tax-Deferred Blackstone Mult-Strat Inst (BXMIX) [MF]

Morgan Stanley IRA ⇒ $1,001 - $15,000 Tax-Deferred FT North American Energy Infra (EMLP) [EF]

Morgan Stanley IRA ⇒ $1,001 - $15,000 Tax-Deferred Fuller & Thaler BHV SMOP EQINST (FTHSX) [MF]

Morgan Stanley IRA ⇒ $15,001 - $50,000 Tax-Deferred Harding Loevner Intl Eqty Inst (HLMIX) [MF]

Morgan Stanley IRA ⇒ $15,001 - $50,000 Tax-Deferred IShares Russell 1000 GRW ETF (IWF) [EF]

Morgan Stanley IRA ⇒ $1,001 - $15,000 Tax-Deferred IShares Russell 2000 GRWTH ETF (IWO) [EF]

Morgan Stanley IRA ⇒ $1,001 - $15,000 Tax-Deferred IShares Russell Micap V ETF (IWS) [EF]

Morgan Stanley IRA ⇒ $1,001 - $15,000 Tax-Deferred IShares Russell Midcap G ETF (IWP) [EF]

Morgan Stanley IRA ⇒ $15,001 - $50,000 Tax-Deferred Lazard Emrg Mkt Eq Blend Inst (EMBIX) [MF] asset owner Value of asset income income income type(s) current preceding year to year filing

Morgan Stanley IRA ⇒ $50,001 - Tax-Deferred Lazard Intl Strat Eq Ptf Inst (LISIX) [MF] $100,000

Morgan Stanley IRA ⇒ $1,001 - $15,000 Tax-Deferred Morgan Stanley Private Bank NA # [BA]

Morgan Stanley IRA ⇒ $15,001 - $50,000 Tax-Deferred Oakmark Fund Advisor (OAYMX) [MF]

Morgan Stanley IRA ⇒ $15,001 - $50,000 Tax-Deferred Vanguard Dividend Appreciation (VIG) [EF]

Morgan Stanley IRA ⇒ $15,001 - $50,000 Tax-Deferred Western Asset Core Plus BD I (WACPX) [MF]

Morgan Stanley IRA ⇒ $1,001 - $15,000 Tax-Deferred Wisdmtree Emerg Mkt EX-ST OW (XSOE) [EF]

Morgan Stanley Rollover IRA Account (1) ⇒ $1,001 - $15,000 Tax-Deferred A.O. Smith Corporation (AOS) [ST]

Morgan Stanley Rollover IRA Account (1) ⇒ $1,001 - $15,000 Tax-Deferred ABM Industries Incorporated (ABM) [ST]

Morgan Stanley Rollover IRA Account (1) ⇒ $1,001 - $15,000 Tax-Deferred Acuity Brands, Inc. (AYI) [ST]

Morgan Stanley Rollover IRA Account (1) ⇒ $1,001 - $15,000 Tax-Deferred Addus HomeCare Corporation (ADUS) [ST]

Morgan Stanley Rollover IRA Account (1) ⇒ $1,001 - $15,000 Tax-Deferred adidas AG Sponsored ADR (ADDYY) [ST]

Morgan Stanley Rollover IRA Account (1) ⇒ $1,001 - $15,000 Tax-Deferred AGCO Corporation (AGCO) [ST]

Morgan Stanley Rollover IRA Account (1) ⇒ $15,001 - $50,000 Tax-Deferred AIA Group, Ltd. Sponsored American Depository Receipt (AAGIY) [ST]

Morgan Stanley Rollover IRA Account (1) ⇒ $1,001 - $15,000 Tax-Deferred Alaska Air Group, Inc. (ALK) [ST] asset owner Value of asset income income income type(s) current preceding year to year filing Morgan Stanley Rollover IRA Account (1) ⇒ $1,001 - $15,000 Tax-Deferred Alfa-Laval Ab Unsponsored ADR (ALFVY) [ST]

Morgan Stanley Rollover IRA Account (1) ⇒ $1,001 - $15,000 Tax-Deferred Allergan plc Ordinary Shares (AGN) [ST]

Morgan Stanley Rollover IRA Account (1) ⇒ $1,001 - $15,000 Tax-Deferred Allianz SE ADS (AZSEY) [ST]

Morgan Stanley Rollover IRA Account (1) ⇒ $1,001 - $15,000 Tax-Deferred Altra Industrial Motion Corp. (AIMC) [ST]

Morgan Stanley Rollover IRA Account (1) ⇒ $1,001 - $15,000 Tax-Deferred Ambev S.A. American Depositary Shares (ABEV) [ST]

Morgan Stanley Rollover IRA Account (1) ⇒ $1,001 - $15,000 Tax-Deferred AMC Networks Inc. - Class A (AMCX) [ST]

Morgan Stanley Rollover IRA Account (1) ⇒ $1,001 - $15,000 Tax-Deferred Amedisys Inc (AMED) [ST]

Morgan Stanley Rollover IRA Account (1) ⇒ $1,001 - $15,000 Tax-Deferred American Outdoor Brands Corporation (AOBC) [ST]

Morgan Stanley Rollover IRA Account (1) ⇒ $1,001 - $15,000 Tax-Deferred Anadarko Petroleum Corporation (APC) [ST]

Morgan Stanley Rollover IRA Account (1) ⇒ $15,001 - $50,000 Tax-Deferred ARMOUR Residential REIT, Inc. (ARR) [ST]

Morgan Stanley Rollover IRA Account (1) ⇒ $1,001 - $15,000 Tax-Deferred Armstrong World Industries Inc (AWI) [ST]

Morgan Stanley Rollover IRA Account (1) ⇒ $1,001 - $15,000 Tax-Deferred Aspen Insurance Holdings Limited Ordinary Shares (AHL) [ST]

Morgan Stanley Rollover IRA Account (1) ⇒ $1,001 - $15,000 Tax-Deferred Aspen Pharmacare Holdings plc Unsponsored ADR (APNHY) [ST]

Morgan Stanley Rollover IRA Account (1) ⇒ $1,001 - $15,000 Tax-Deferred Assurant, Inc. (AIZ) [ST] asset owner Value of asset income income income type(s) current preceding year to year filing Morgan Stanley Rollover IRA Account (1) ⇒ $1,001 - $15,000 Tax-Deferred Assured Guaranty Ltd. (AGO) [ST]

Morgan Stanley Rollover IRA Account (1) ⇒ $1,001 - $15,000 Tax-Deferred Atlas Copco Ab Sponsored ADR repstg Class A (ATLKY) [ST]

Morgan Stanley Rollover IRA Account (1) ⇒ $1,001 - $15,000 Tax-Deferred Autodesk, Inc. (ADSK) [ST]

Morgan Stanley Rollover IRA Account (1) ⇒ $1,001 - $15,000 Tax-Deferred Baidu, Inc. - American Depositary Shares, each representing one tenth Class A ordinary share (BIDU) [ST]

Morgan Stanley Rollover IRA Account (1) ⇒ $1,001 - $15,000 Tax-Deferred Balchem Corporation (BCPC) [ST]

Morgan Stanley Rollover IRA Account (1) ⇒ $1,001 - $15,000 Tax-Deferred Banco Bilbao Vizcaya Argentaria S.A. (BBVA) [ST]

Morgan Stanley Rollover IRA Account (1) ⇒ $1,001 - $15,000 Tax-Deferred Bayer Aktiengesellschaft American Depositary Shares (BAYRY) [ST]

Morgan Stanley Rollover IRA Account (1) ⇒ $1,001 - $15,000 Tax-Deferred Bayerische Motoren Werke AG Unsponsored ADR (BAMXY) [ST]

DESCRIPTION: Bayerische Motoren Werke ADR (BMWYY)

Morgan Stanley Rollover IRA Account (1) ⇒ $1,001 - $15,000 Tax-Deferred Big Lots, Inc. (BIG) [ST]

Morgan Stanley Rollover IRA Account (1) ⇒ $1,001 - $15,000 Tax-Deferred Biogen Inc. (BIIB) [ST]

Morgan Stanley Rollover IRA Account (1) ⇒ $1,001 - $15,000 Tax-Deferred Broadcom Inc. (AVGO) [ST]

Morgan Stanley Rollover IRA Account (1) ⇒ $1,001 - $15,000 Tax-Deferred Bruker Corporation (BRKR) [ST]

Morgan Stanley Rollover IRA Account (1) ⇒ $1,001 - $15,000 Tax-Deferred Burlington Stores, Inc. (BURL) [ST] asset owner Value of asset income income income type(s) current preceding year to year filing Morgan Stanley Rollover IRA Account (1) ⇒ $1,001 - $15,000 Tax-Deferred Cadence Design Systems, Inc. (CDNS) [ST]

Morgan Stanley Rollover IRA Account (1) ⇒ $1,001 - $15,000 Tax-Deferred Calavo Growers, Inc. (CVGW) [ST]

Morgan Stanley Rollover IRA Account (1) ⇒ $1,001 - $15,000 Tax-Deferred Canadian National Railway Company (CNI) [ST]

Morgan Stanley Rollover IRA Account (1) ⇒ $1,001 - $15,000 Tax-Deferred Cantel Medical Corp. (CMD) [ST]

Morgan Stanley Rollover IRA Account (1) ⇒ $1,001 - $15,000 Tax-Deferred CF Industries Holdings, Inc. (CF) [ST]

Morgan Stanley Rollover IRA Account (1) ⇒ $1,001 - $15,000 Tax-Deferred Charles River Laboratories International, Inc. (CRL) [ST]

Morgan Stanley Rollover IRA Account (1) ⇒ $1,001 - $15,000 Tax-Deferred Check Point Software Technologies Ltd. - Ordinary Shares (CHKP) [ST]

Morgan Stanley Rollover IRA Account (1) ⇒ $15,001 - $50,000 Tax-Deferred Check Point Software Technologies Ltd. - Ordinary Shares (CHKP) [ST]

Morgan Stanley Rollover IRA Account (1) ⇒ $1,001 - $15,000 Tax-Deferred Chemed Corp (CHE) [ST]

Morgan Stanley Rollover IRA Account (1) ⇒ $1,001 - $15,000 Tax-Deferred Choice Hotels International, Inc. (CHH) [ST]

Morgan Stanley Rollover IRA Account (1) ⇒ $1,001 - $15,000 Tax-Deferred Cimpress N.V - Ordinary Shares (CMPR) [ST]

Morgan Stanley Rollover IRA Account (1) ⇒ $1,001 - $15,000 Tax-Deferred Citrix Systems, Inc. (CTXS) [ST]

Morgan Stanley Rollover IRA Account (1) ⇒ $1,001 - $15,000 Tax-Deferred Coeur Mining, Inc. (CDE) [ST]

Morgan Stanley Rollover IRA Account (1) ⇒ $1,001 - $15,000 Tax-Deferred Cogent Communications Holdings, Inc. (CCOI) [ST] asset owner Value of asset income income income type(s) current preceding year to year filing

Morgan Stanley Rollover IRA Account (1) ⇒ $1,001 - $15,000 Tax-Deferred Comcast Corporation - Class A (CMCSA) [ST]

Morgan Stanley Rollover IRA Account (1) ⇒ $1,001 - $15,000 Tax-Deferred CommVault Systems, Inc. (CVLT) [ST]

Morgan Stanley Rollover IRA Account (1) ⇒ $1,001 - $15,000 Tax-Deferred Cooper Tire & Rubber Company (CTB) [ST]

Morgan Stanley Rollover IRA Account (1) ⇒ $1,001 - $15,000 Tax-Deferred CoreSite Realty Corporation (COR) [ST]

Morgan Stanley Rollover IRA Account (1) ⇒ $1,001 - $15,000 Tax-Deferred Coupa Software Incorporated (COUP) [ST]

Morgan Stanley Rollover IRA Account (1) ⇒ $1,001 - $15,000 Tax-Deferred Cree, Inc. (CREE) [ST]

Morgan Stanley Rollover IRA Account (1) ⇒ $1,001 - $15,000 Tax-Deferred Dassault Systemes, S.A. American Depositary Shares (DASTY) [ST]

Morgan Stanley Rollover IRA Account (1) ⇒ $1,001 - $15,000 Tax-Deferred Dbs Group Holdings Ltd Ord American Depositary Shares (DBSDY) [ST]

Morgan Stanley Rollover IRA Account (1) ⇒ $1,001 - $15,000 Tax-Deferred Deckers Outdoor Corporation (DECK) [ST]

Morgan Stanley Rollover IRA Account (1) ⇒ $1,001 - $15,000 Tax-Deferred Dine Brands Global, Inc. (DIN) [ST]

Morgan Stanley Rollover IRA Account (1) ⇒ $1,001 - $15,000 Tax-Deferred Discovery, Inc. - Series A (DISCA) [ST]

Morgan Stanley Rollover IRA Account (1) ⇒ $1,001 - $15,000 Tax-Deferred Dolby Laboratories (DLB) [ST]

Morgan Stanley Rollover IRA Account (1) ⇒ $1,001 - $15,000 Tax-Deferred Dorman Products, Inc. (DORM) [ST]

Morgan Stanley Rollover IRA Account (1) ⇒ $1,001 - $15,000 Tax-Deferred Eagle Bancorp, Inc. (EGBN) [ST] asset owner Value of asset income income income type(s) current preceding year to year filing

Morgan Stanley Rollover IRA Account (1) ⇒ $1,001 - $15,000 Tax-Deferred EastGroup Properties, Inc. (EGP) [ST]

Morgan Stanley Rollover IRA Account (1) ⇒ $1,001 - $15,000 Tax-Deferred EPIROC AKTIEBOLAG ADR (Stock Ticker: EPOKY) [OT]

DESCRIPTION: Stock

Morgan Stanley Rollover IRA Account (1) ⇒ $1,001 - $15,000 Tax-Deferred Euronet Worldwide, Inc. (EEFT) [ST]

Morgan Stanley Rollover IRA Account (1) ⇒ $15,001 - $50,000 Tax-Deferred Fanuc Corporation Unsponsored ADR (FANUY) [ST]

Morgan Stanley Rollover IRA Account (1) ⇒ $1,001 - $15,000 Tax-Deferred First American Corporation (FAF) [ST]

Morgan Stanley Rollover IRA Account (1) ⇒ $1,001 - $15,000 Tax-Deferred First Financial Bankshares, Inc. (FFIN) [ST]

Morgan Stanley Rollover IRA Account (1) ⇒ $1,001 - $15,000 Tax-Deferred Five Below, Inc. (FIVE) [ST]

Morgan Stanley Rollover IRA Account (1) ⇒ $1,001 - $15,000 Tax-Deferred Fluor Corporation (FLR) [ST]

Morgan Stanley Rollover IRA Account (1) ⇒ $1,001 - $15,000 Tax-Deferred Fomento Economico Mexicano S.A.B. de C.V. (FMX) [ST]

Morgan Stanley Rollover IRA Account (1) ⇒ $1,001 - $15,000 Tax-Deferred Fortinet, Inc. (FTNT) [ST]

Morgan Stanley Rollover IRA Account (1) ⇒ $1,001 - $15,000 Tax-Deferred Fox Factory Holding Corp. (FOXF) [ST]

Morgan Stanley Rollover IRA Account (1) ⇒ $1,001 - $15,000 Tax-Deferred Freeport-McMoRan, Inc. (FCX) [ST]

Morgan Stanley Rollover IRA Account (1) ⇒ $1,001 - $15,000 Tax-Deferred Fuchs Petrolub SE Unsponsored American Depository ReceiptRepresenting Preferenced Shares (FUPBY) [ST]

Morgan Stanley Rollover IRA Account (1) ⇒ $1,001 - $15,000 Tax-Deferred asset owner Value of asset income income income type(s) current preceding year to year filing Genesco Inc. (GCO) [ST]

Morgan Stanley Rollover IRA Account (1) ⇒ $1,001 - $15,000 Tax-Deferred Greenbrier Companies, Inc. (GBX) [ST]

Morgan Stanley Rollover IRA Account (1) ⇒ $1,001 - $15,000 Tax-Deferred Grifols, S.A. - American Depositary Shares (GRFS) [ST]

Morgan Stanley Rollover IRA Account (1) ⇒ $1,001 - $15,000 Tax-Deferred Grupo Financiero Banorte, S.A.B. De C.V Sponsored ADR (GBOOY) [ST]

Morgan Stanley Rollover IRA Account (1) ⇒ $50,001 - Tax-Deferred Harding Loevner Emerg Mkts Adv (HLEMX) [MF] $100,000

Morgan Stanley Rollover IRA Account (1) ⇒ $1,001 - $15,000 Tax-Deferred Hawaiian Electric Industries, Inc. (HE) [ST]

Morgan Stanley Rollover IRA Account (1) ⇒ $1,001 - $15,000 Tax-Deferred HDFC Bank Limited (HDB) [ST]

Morgan Stanley Rollover IRA Account (1) ⇒ $1,001 - $15,000 Tax-Deferred Healthcare Realty Trust Incorporated (HR) [ST]

Morgan Stanley Rollover IRA Account (1) ⇒ $1,001 - $15,000 Tax-Deferred Healthcare Services Group, Inc. (HCSG) [ST]

Morgan Stanley Rollover IRA Account (1) ⇒ $1,001 - $15,000 Tax-Deferred Helmerich & Payne, Inc. (HP) [ST]

Morgan Stanley Rollover IRA Account (1) ⇒ $1,001 - $15,000 Tax-Deferred Hill-Rom Holdings Inc (HRC) [ST]

Morgan Stanley Rollover IRA Account (1) ⇒ $1,001 - $15,000 Tax-Deferred HollyFrontier Corporation (HFC) [ST]

Morgan Stanley Rollover IRA Account (1) ⇒ $1,001 - $15,000 Tax-Deferred HSBC Holdings, plc. (HSBC) [ST]

Morgan Stanley Rollover IRA Account (1) ⇒ $1,001 - $15,000 Tax-Deferred ICICI Bank Limited (IBN) [ST]

Morgan Stanley Rollover IRA Account (1) ⇒ $1,001 - $15,000 Tax-Deferred Infineon Technologies AG (IFNNY) [ST] asset owner Value of asset income income income type(s) current preceding year to year filing

Morgan Stanley Rollover IRA Account (1) ⇒ $1,001 - $15,000 Tax-Deferred Integra LifeSciences Holdings Corporation (IART) [ST]

Morgan Stanley Rollover IRA Account (1) ⇒ $1,001 - $15,000 Tax-Deferred Ionis Pharmaceuticals, Inc. (IONS) [ST]

Morgan Stanley Rollover IRA Account (1) ⇒ $1,001 - $15,000 Tax-Deferred iRhythm Technologies, Inc. (IRTC) [ST]

Morgan Stanley Rollover IRA Account (1) ⇒ $1,001 - $15,000 Tax-Deferred Iron Mountain Incorporated (IRM) [ST]

Morgan Stanley Rollover IRA Account (1) ⇒ $1,001 - $15,000 Tax-Deferred Itau Unibanco Banco Holding SA American Depositary Shares (ITUB) [ST]

Morgan Stanley Rollover IRA Account (1) ⇒ $1,001 - $15,000 Tax-Deferred J G C Corp (JGCCY) [ST]

Morgan Stanley Rollover IRA Account (1) ⇒ $1,001 - $15,000 Tax-Deferred Johnson Controls International plc Ordinary Share (JCI) [ST]

Morgan Stanley Rollover IRA Account (1) ⇒ $1,001 - $15,000 Tax-Deferred Kennametal Inc. (KMT) [ST]

Morgan Stanley Rollover IRA Account (1) ⇒ $1,001 - $15,000 Tax-Deferred Komatsu Ltd Ord American Depositary Shares (KMTUY) [ST]

Morgan Stanley Rollover IRA Account (1) ⇒ $1,001 - $15,000 Tax-Deferred Kubota Corporation (KUBTY) [ST]

Morgan Stanley Rollover IRA Account (1) ⇒ $1,001 - $15,000 Tax-Deferred L3 Technologies, Inc. (LLL) [ST]

Morgan Stanley Rollover IRA Account (1) ⇒ $1,001 - $15,000 Tax-Deferred L'Air Liquide Ord American Depositary Shares (AIQUY) [ST]

Morgan Stanley Rollover IRA Account (1) ⇒ $1,001 - $15,000 Tax-Deferred Lamb Weston Holdings, Inc. (LW) [ST] asset owner Value of asset income income income type(s) current preceding year to year filing Morgan Stanley Rollover IRA Account (1) ⇒ $1,001 - $15,000 Tax-Deferred Lancaster Colony Corporation (LANC) [ST]

Morgan Stanley Rollover IRA Account (1) ⇒ $1,001 - $15,000 Tax-Deferred Liberty Media Corporation - Series C Liberty SiriusXM (LSXMK) [ST]

Morgan Stanley Rollover IRA Account (1) ⇒ $1,001 - $15,000 Tax-Deferred Linde plc Ordinary Share (LIN) [ST]

Morgan Stanley Rollover IRA Account (1) ⇒ $1,001 - $15,000 Tax-Deferred Live Nation Entertainment, Inc. (LYV) [ST]

Morgan Stanley Rollover IRA Account (1) ⇒ $1,001 - $15,000 Tax-Deferred Lonza Group Ag Zuerich Unsponsored ADR (LZAGY) [ST]

Morgan Stanley Rollover IRA Account (1) ⇒ $1,001 - $15,000 Tax-Deferred L'Oreal Co. American Depositary Shares (LRLCY) [ST]

Morgan Stanley Rollover IRA Account (1) ⇒ $1,001 - $15,000 Tax-Deferred LVMH Moet Hennessy Louis Vuitton Unsponsored American Depositary Receipt (LVMUY) [ST]

Morgan Stanley Rollover IRA Account (1) ⇒ $1,001 - $15,000 Tax-Deferred Manhattan Associates, Inc. (MANH) [ST]

Morgan Stanley Rollover IRA Account (1) ⇒ $1,001 - $15,000 Tax-Deferred Masonite International Corporation Ordinary Shares (DOOR) [ST]

Morgan Stanley Rollover IRA Account (1) ⇒ $1,001 - $15,000 Tax-Deferred Medtronic plc. Ordinary Shares (MDT) [ST]

Morgan Stanley Rollover IRA Account (1) ⇒ $1,001 - $15,000 Tax-Deferred Meritage Homes Corporation (MTH) [ST]

Morgan Stanley Rollover IRA Account (1) ⇒ $1,001 - $15,000 Tax-Deferred MicroStrategy Incorporated - Class A (MSTR) [ST]

Morgan Stanley Rollover IRA Account (1) ⇒ $1,001 - $15,000 Tax-Deferred Moelis & Company Class A (MC) [ST]

Morgan Stanley Rollover IRA Account (1) ⇒ $1,001 - $15,000 Tax-Deferred Monolithic Power Systems, Inc. (MPWR) [ST] asset owner Value of asset income income income type(s) current preceding year to year filing

Morgan Stanley Rollover IRA Account (1) ⇒ $1,001 - $15,000 Tax-Deferred Monotaro Co. Ltd., Osaka Unsponsored ADR (MONOY) [ST]

Morgan Stanley Rollover IRA Account (1) ⇒ $15,001 - $50,000 Tax-Deferred Morgan Stanley Private Bank Account [BA]

Morgan Stanley Rollover IRA Account (1) ⇒ $1,001 - $15,000 Tax-Deferred Naspers Limited N Shs Sponsored American Depositary Receipt Representing Class N Shares (NPSNY) [ST]

Morgan Stanley Rollover IRA Account (1) ⇒ $1,001 - $15,000 Tax-Deferred National Instruments Corporation (NATI) [ST]

Morgan Stanley Rollover IRA Account (1) ⇒ $1,001 - $15,000 Tax-Deferred National Oilwell Varco, Inc. (NOV) [ST]

Morgan Stanley Rollover IRA Account (1) ⇒ $1,001 - $15,000 Tax-Deferred Neogen Corporation (NEOG) [ST]

Morgan Stanley Rollover IRA Account (1) ⇒ $15,001 - $50,000 Tax-Deferred Nestle SA Sponsored ADR representing Registered Shares Series B (NSRGY) [ST]

Morgan Stanley Rollover IRA Account (1) ⇒ $1,001 - $15,000 Tax-Deferred Novozymes A/S Unsponsored American Depositary Receipt (NVZMY) [ST]

Morgan Stanley Rollover IRA Account (1) ⇒ $1,001 - $15,000 Tax-Deferred NOW Inc. (DNOW) [ST]

Morgan Stanley Rollover IRA Account (1) ⇒ $1,001 - $15,000 Tax-Deferred Nuance Communications, Inc. (NUAN) [ST]

Morgan Stanley Rollover IRA Account (1) ⇒ $1,001 - $15,000 Tax-Deferred Nucor Corporation (NUE) [ST]

Morgan Stanley Rollover IRA Account (1) ⇒ $1,001 - $15,000 Tax-Deferred Nutanix, Inc. - Class A (NTNX) [ST]

Morgan Stanley Rollover IRA Account (1) ⇒ $1,001 - $15,000 Tax-Deferred PacWest Bancorp (PACW) [ST] asset owner Value of asset income income income type(s) current preceding year to year filing Morgan Stanley Rollover IRA Account (1) ⇒ $1,001 - $15,000 Tax-Deferred Paramount Group, Inc. (PGRE) [ST]

Morgan Stanley Rollover IRA Account (1) ⇒ $1,001 - $15,000 Tax-Deferred Park 24 Co Ltd Sponsored ADR (PKCOY) [ST]

Morgan Stanley Rollover IRA Account (1) ⇒ $1,001 - $15,000 Tax-Deferred Pattern Energy Group Inc. - Class A (PEGI) [ST]

Morgan Stanley Rollover IRA Account (1) ⇒ $1,001 - $15,000 Tax-Deferred Patterson-UTI Energy, Inc. (PTEN) [ST]

Morgan Stanley Rollover IRA Account (1) ⇒ $1,001 - $15,000 Tax-Deferred Pentair plc. Ordinary Share (PNR) [ST]

Morgan Stanley Rollover IRA Account (1) ⇒ $1,001 - $15,000 Tax-Deferred PerkinElmer, Inc. (PKI) [ST]

Morgan Stanley Rollover IRA Account (1) ⇒ $1,001 - $15,000 Tax-Deferred PotlatchDeltic Corporation (PCH) [ST]

Morgan Stanley Rollover IRA Account (1) ⇒ $1,001 - $15,000 Tax-Deferred Power Integrations, Inc. (POWI) [ST]

Morgan Stanley Rollover IRA Account (1) ⇒ $1,001 - $15,000 Tax-Deferred Progress Software Corporation (PRGS) [ST]

Morgan Stanley Rollover IRA Account (1) ⇒ $1,001 - $15,000 Tax-Deferred ProPetro Holding Corp. (PUMP) [ST]

Morgan Stanley Rollover IRA Account (1) ⇒ $1,001 - $15,000 Tax-Deferred Prosperity Bancshares, Inc. (PB) [ST]

Morgan Stanley Rollover IRA Account (1) ⇒ $1,001 - $15,000 Tax-Deferred PS Business Parks, Inc. (PSB) [ST]

Morgan Stanley Rollover IRA Account (1) ⇒ $1,001 - $15,000 Tax-Deferred PulteGroup, Inc. (PHM) [ST]

Morgan Stanley Rollover IRA Account (1) ⇒ $1,001 - $15,000 Tax-Deferred Qiagen N.V. Common Shares (QGEN) [ST]

Morgan Stanley Rollover IRA Account (1) ⇒ $1,001 - $15,000 Tax-Deferred QTS Realty Trust, Inc. Class A (QTS) [ST] asset owner Value of asset income income income type(s) current preceding year to year filing

Morgan Stanley Rollover IRA Account (1) ⇒ $1,001 - $15,000 Tax-Deferred Qurate Retail, Inc. - Series A QVC Group (QRTEA) [ST]

Morgan Stanley Rollover IRA Account (1) ⇒ $1,001 - $15,000 Tax-Deferred Ralph Lauren Corporation (RL) [ST]

Morgan Stanley Rollover IRA Account (1) ⇒ $1,001 - $15,000 Tax-Deferred Redfin Corporation (RDFN) [ST]

Morgan Stanley Rollover IRA Account (1) ⇒ $1,001 - $15,000 Tax-Deferred Reinsurance Group of America, Incorporated (RGA) [ST]

Morgan Stanley Rollover IRA Account (1) ⇒ $15,001 - $50,000 Tax-Deferred Roche Holdings AG Basel American Depositary Shares (RHHBY) [ST]

Morgan Stanley Rollover IRA Account (1) ⇒ $1,001 - $15,000 Tax-Deferred Rollins, Inc. (ROL) [ST]

Morgan Stanley Rollover IRA Account (1) ⇒ $15,001 - $50,000 Tax-Deferred Royal Dutch Shell PLC Royal Dutch Shell PLC American Depositary Shares (RDS.B) [ST]

Morgan Stanley Rollover IRA Account (1) ⇒ $1,001 - $15,000 Tax-Deferred Royal Gold, Inc. (RGLD) [ST]

Morgan Stanley Rollover IRA Account (1) ⇒ $1,001 - $15,000 Tax-Deferred SAP SE ADS (SAP) [ST]

Morgan Stanley Rollover IRA Account (1) ⇒ $1,001 - $15,000 Tax-Deferred Sasol Ltd. American Depositary Shares (SSL) [ST]

Morgan Stanley Rollover IRA Account (1) ⇒ $1,001 - $15,000 Tax-Deferred Schlumberger N.V. (SLB) [ST]

Morgan Stanley Rollover IRA Account (1) ⇒ $1,001 - $15,000 Tax-Deferred Seagate Technology PLC - Ordinary Shares (STX) [ST]

Morgan Stanley Rollover IRA Account (1) ⇒ $1,001 - $15,000 Tax-Deferred Sealed Air Corporation (SEE) [ST]

Morgan Stanley Rollover IRA Account (1) ⇒ $1,001 - $15,000 Tax-Deferred asset owner Value of asset income income income type(s) current preceding year to year filing Seattle Genetics, Inc. (SGEN) [ST]

Morgan Stanley Rollover IRA Account (1) ⇒ $1,001 - $15,000 Tax-Deferred Sonova Holding AG Unsponsored ADR (SONVY) [ST]

Morgan Stanley Rollover IRA Account (1) ⇒ $1,001 - $15,000 Tax-Deferred Spirit Aerosystems Holdings, Inc. (SPR) [ST]

Morgan Stanley Rollover IRA Account (1) ⇒ $1,001 - $15,000 Tax-Deferred SPS Commerce, Inc. (SPSC) [ST]

Morgan Stanley Rollover IRA Account (1) ⇒ $1,001 - $15,000 Tax-Deferred STERIS plc (STE) [ST]

Morgan Stanley Rollover IRA Account (1) ⇒ $1,001 - $15,000 Tax-Deferred Symrise Ag Unsponsored ADR (SYIEY) [ST]

Morgan Stanley Rollover IRA Account (1) ⇒ $1,001 - $15,000 Tax-Deferred Sysmex Corporation Unsponsored ADR (SSMXY) [ST]

Morgan Stanley Rollover IRA Account (1) ⇒ $15,001 - $50,000 Tax-Deferred Taiwan Semiconductor Manufacturing Company Ltd. (TSM) [ST]

Morgan Stanley Rollover IRA Account (1) ⇒ $1,001 - $15,000 Tax-Deferred TE Connectivity Ltd. New Switzerland Registered Shares (TEL) [ST]

Morgan Stanley Rollover IRA Account (1) ⇒ $1,001 - $15,000 Tax-Deferred Temenos Group AG SPONSORED ADR (TMSNY) [ST]

Morgan Stanley Rollover IRA Account (1) ⇒ $1,001 - $15,000 Tax-Deferred Tenaris S.A. American Depositary Shares (TS) [ST]

Morgan Stanley Rollover IRA Account (1) ⇒ $1,001 - $15,000 Tax-Deferred Teradyne, Inc. (TER) [ST]

Morgan Stanley Rollover IRA Account (1) ⇒ $1,001 - $15,000 Tax-Deferred Texas Roadhouse, Inc. (TXRH) [ST]

Morgan Stanley Rollover IRA Account (1) ⇒ $1,001 - $15,000 Tax-Deferred The Goodyear Tire & Rubber Company (GT) [ST]

Morgan Stanley Rollover IRA Account (1) ⇒ $1,001 - $15,000 Tax-Deferred asset owner Value of asset income income income type(s) current preceding year to year filing Toll Brothers, Inc. (TOL) [ST]

Morgan Stanley Rollover IRA Account (1) ⇒ $1,001 - $15,000 Tax-Deferred Torchmark Corporation (TMK) [ST]

Morgan Stanley Rollover IRA Account (1) ⇒ $1,001 - $15,000 Tax-Deferred Trimble Inc. (TRMB) [ST]

Morgan Stanley Rollover IRA Account (1) ⇒ $1,001 - $15,000 Tax-Deferred TripAdvisor, Inc. (TRIP) [ST]

Morgan Stanley Rollover IRA Account (1) ⇒ $1,001 - $15,000 Tax-Deferred Trustmark Corporation (TRMK) [ST]

Morgan Stanley Rollover IRA Account (1) ⇒ $1,001 - $15,000 Tax-Deferred Twitter, Inc. (TWTR) [ST]

Morgan Stanley Rollover IRA Account (1) ⇒ $1,001 - $15,000 Tax-Deferred Two Harbors Investment Corp (TWO) [ST]

Morgan Stanley Rollover IRA Account (1) ⇒ $1,001 - $15,000 Tax-Deferred U.S. Physical Therapy, Inc. (USPH) [ST]

Morgan Stanley Rollover IRA Account (1) ⇒ $1,001 - $15,000 Tax-Deferred Unilever PLC (UL) [ST]

Morgan Stanley Rollover IRA Account (1) ⇒ $1,001 - $15,000 Tax-Deferred United Therapeutics Corporation (UTHR) [ST]

Morgan Stanley Rollover IRA Account (1) ⇒ $1,001 - $15,000 Tax-Deferred UnitedHealth Group Incorporated Common Stock (UNH) [ST]

Morgan Stanley Rollover IRA Account (1) ⇒ $1,001 - $15,000 Tax-Deferred Universal Corporation (UVV) [ST]

Morgan Stanley Rollover IRA Account (1) ⇒ $1,001 - $15,000 Tax-Deferred Varonis Systems, Inc. (VRNS) [ST]

Morgan Stanley Rollover IRA Account (1) ⇒ $1,001 - $15,000 Tax-Deferred Vertex Pharmaceuticals Incorporated (VRTX) [ST]

Morgan Stanley Rollover IRA Account (1) ⇒ $1,001 - $15,000 Tax-Deferred Waddell & Reed Financial, Inc. (WDR) [ST] asset owner Value of asset income income income type(s) current preceding year to year filing

Morgan Stanley Rollover IRA Account (1) ⇒ $1,001 - $15,000 Tax-Deferred Watts Water Technologies, Inc. Class A (WTS) [ST]

Morgan Stanley Rollover IRA Account (1) ⇒ $1,001 - $15,000 Tax-Deferred Weibo Corporation - American Depositary Share (WB) [ST]

Morgan Stanley Rollover IRA Account (1) ⇒ $1,001 - $15,000 Tax-Deferred West Pharmaceutical Services, Inc. (WST) [ST]

Morgan Stanley Rollover IRA Account (1) ⇒ $1,001 - $15,000 Tax-Deferred Western Digital Corporation (WDC) [ST]

Morgan Stanley Rollover IRA Account (1) ⇒ $1,001 - $15,000 Tax-Deferred Wingstop Inc. (WING) [ST]

Morgan Stanley Rollover IRA Account (1) ⇒ $1,001 - $15,000 Tax-Deferred Zions Bancorporation (ZION) [ST]

Morgan Stanley Rollover IRA Account (2) ⇒ $1,001 - $15,000 Tax-Deferred Morgan Stanley Bank N.A. # [BA]

Morgan Stanley Rollover IRA Account (2) ⇒ $50,001 - Tax-Deferred UnitedHealth Group Incorporated Common Stock $100,000 (UNH) [ST]

Morgan Stanley Rollover IRA Account (2) ⇒ $1,001 - $15,000 Tax-Deferred Yandex N.V. - Class A Ordinary Shares (YNDX) [ST]

TIAA City University of New York Optional Retirement None Tax-Deferred Plan ⇒ TIAA Traditional [MF]

TIAA Syracuse University Noncontributory Retirement None Tax-Deferred Plan ⇒ TIAA Traditional [MF]

TIAA Teachers College Columbia University Retirement None Tax-Deferred Plan ⇒ TIAA Traditional [MF]

TIAA University of Miami 457(b) Plan ⇒ $15,001 - $50,000 Tax-Deferred CREF Global Equities R3 [MF] asset owner Value of asset income income income type(s) current preceding year to year filing

TIAA University of Miami 457(b) Plan ⇒ $15,001 - $50,000 Tax-Deferred CREF Growth R3 [MF]

TIAA University of Miami 457(b) Plan ⇒ $100,001 - Tax-Deferred CREF Stock R3 [MF] $250,000

TIAA University of Miami 457(b) Plan ⇒ $100,001 - Tax-Deferred TIAA Real Estate [MF] $250,000

TIAA University of Miami Defined Contribution $100,001 - Tax-Deferred Retirement Plan ⇒ $250,000 CREF Global Equities R3 [MF]

TIAA University of Miami Defined Contribution $100,001 - Tax-Deferred Retirement Plan ⇒ $250,000 CREF Growth R3 [MF]

TIAA University of Miami Defined Contribution $15,001 - $50,000 Tax-Deferred Retirement Plan ⇒ CREF Money Market R3 [MF]

TIAA University of Miami Defined Contribution $100,001 - Tax-Deferred Retirement Plan ⇒ $250,000 CREF Stock R3 [MF]

TIAA University of Miami Defined Contribution $100,001 - Tax-Deferred Retirement Plan ⇒ $250,000 TIAA Real Estate [MF]

TIAA University of Miami Supplemental Retirement $50,001 - Tax-Deferred Plan ⇒ $100,000 CREF Global Equities R3 [MF]

TIAA University of Miami Supplemental Retirement $50,001 - Tax-Deferred Plan ⇒ $100,000 CREF Growth R3 [MF]

TIAA University of Miami Supplemental Retirement $1,001 - $15,000 Tax-Deferred Plan ⇒ CREF Money Market R3 [MF]

TIAA University of Miami Supplemental Retirement $250,001 - Tax-Deferred Plan ⇒ $500,000 CREF Stock R3 [MF] asset owner Value of asset income income income type(s) current preceding year to year filing TIAA University of Miami Supplemental Retirement $250,001 - Tax-Deferred Plan ⇒ $500,000 TIAA Real Estate [MF]

Wisconsin Retirement System [DB] $250,001 - Tax-Deferred $500,000

* Asset class details available at the bottom of this form. For the complete list of asset type abbreviations, please visit https://fd.house.gov/reference/asset-type-codes.aspx.

ScheDule c: earneD income

Source type amount amount current year to preceding year filing

Hudson Institute Honorarium N/A $22,500.00

Tegna, Inc. (f/k/a Gannett, Inc.) Deferred Director Fees N/A $29,151.40

Lennar Corporation Director Fees N/A $77,500.00

University of Miami Salary N/A $281,705.81

Pediatrix Medical Group, Inc./Mednax Director Fees N/A $18,125.00

Morgan Stanley Rollover IRA (1) IRA Distribution - N/A $77,726.26 Qualified Charitable Distribution

TIAA City University of New York Optional Retirement Plan Required Minimum N/A $303,855.41 Distribution and Annuity Income

TIAA Teachers College Columbia University Retirement Plan Required Minimum N/A $40,182.12 Distribution and Annuity Income

TIAA Syracuse University Noncontributory Retirement Plan Required Minimum N/A $9,771.41 Distribution and Annuity Income

ScheDule D: liabilitieS

owner creditor Date incurred type amount of liability

Morgan Stanley November 2017 Liquidity Access Line $250,001 - $500,000

COMMENTS: Paid off Dec. 2018 owner creditor Date incurred type amount of liability

ScheDule e: poSitionS

position name of organization

Director Mednax

COMMENTS: Resigned April 2018

Director Lennar Corporation

COMMENTS: Resigned April 2018

Director U.S. Soccer Federation

COMMENTS: 2008 - 2018

Director Clinton Foundation

COMMENTS: 2017 - 2018

Member, Advisory Board Maxwell School, Syracuse University

COMMENTS: 1999 - 2018

Member, Board of Trustees The Underline

COMMENTS: 2017 - Present

Member Council on Foreign Relations

COMMENTS: 1980 - Present

Distinguished Fellow The Brookings Institution

COMMENTS: 2012 - 2018

Member International Womens Forum

COMMENTS: 1982 - Present

ScheDule f: agreementS None disclosed.

ScheDule J: compenSation in exceSS of $5,000 paiD by one Source None disclosed.

ScheDule a aSSet claSS DetailS

Morgan Stanley Active Assets Account (1) LOCATION: US Morgan Stanley Active Assets Account (2) LOCATION: US Morgan Stanley Active Assets Account (3) LOCATION: US Morgan Stanley Active Assets Account (4) LOCATION: US Morgan Stanley Basic Securities Account (1) LOCATION: US Morgan Stanley Basic Securities Account (2) LOCATION: US Morgan Stanley Basic Securities Account (3) Morgan Stanley IRA Morgan Stanley Rollover IRA Account (1) Morgan Stanley Rollover IRA Account (2) TIAA City University of New York Optional Retirement Plan TIAA Syracuse University Noncontributory Retirement Plan TIAA Teachers College Columbia University Retirement Plan TIAA University of Miami 457(b) Plan TIAA University of Miami Defined Contribution Retirement Plan TIAA University of Miami Supplemental Retirement Plan

excluSionS of SpouSe, DepenDent, or truSt information trusts: Details regarding "Qualified Blind Trusts" approved by the Committee on Ethics and certain other "excepted trusts" need not be disclosed. Have you excluded from this report details of such a trust benefiting you, your spouse, or dependent child? nmlkj Yes nmlkji No exemption: Have you excluded from this report any other assets, "unearned" income, transactions, or liabilities of a spouse or dependent child because they meet all three tests for exemption? nmlkj Yes nmlkji No commentS New member report covering 1/1/2018 - 12/31/2018 certification anD Signature

gfedcb I CERTIFY that the statements I have made on the attached Financial Disclosure Report are true, complete, and correct to the best of my knowledge and belief.

Digitally Signed: Hon. Donna Shalala , 05/14/2019