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