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David Oxman - Annual Financial Disclosure · Congress.wiki

HouseAnnual Report

David Oxman

PA-03

Filed August 14, 2025

View Original Document

Transactions

0

Assets

17

Liabilities

0

Details

Report Title: Candidate Report
Submission Method: Electronic
Signed By: David Oxman
Signed Date: August 13, 2025

Assets

17 assets

360 Performance Savings Account

Bank Accounts, Money Market Accounts and CDs

JointIncome: Interest($5,001 - $15,000)

Value

$250,001 - $500,000

Bank of America Checking and Savings Account

Bank Accounts, Money Market Accounts and CDs

JointIncome: Interest($201 - $1,000)

Value

$15,001 - $50,000

Fidelity Brokerage Account ⇒ Vanguard Total Stock Market ETF (VTI)

Exchange Traded Funds (ETF)

JointIncome: Capital Gains

Value

$50,001 - $100,000

Fidelity Retirement Account ⇒ CREF Core Bond

Fixed Annuity

SpouseIncome: Tax-Deferred

Value

$15,001 - $50,000

Fidelity Retirement Account ⇒ Merck US Savings Plan

Other

SpouseIncome: Tax-Deferred

Value

$500,001 - $1,000,000

Fidelity Retirement Account ⇒ Vanguard Target Retirement 2030 Fund (VTHRX)

Mutual Funds

SelfIncome: Tax-Deferred

Value

$100,001 - $250,000

Merck Supplemental Savings Plan

Other

SpouseIncome: Tax-Deferred

Value

$15,001 - $50,000

Morgan Stanley Brokerage Account ⇒ Fidelity Money Market

Bank Accounts, Money Market Accounts and CDs

SpouseIncome: Capital Gains($100,001 - $1,000,000)

Value

$250,001 - $500,000

PA 529 ⇒ Pennsylvania Target Enrollment Funds

529 Portfolio

DependentIncome: Tax-Deferred

Value

$250,001 - $500,000

TIAA Cref Retirement Account ⇒ CREF Global Equities Account - R3 (QCGLIX)

Mutual Funds

SpouseIncome: Tax-Deferred

Value

$1,001 - $15,000

TIAA Cref Retirement Account ⇒ CREF Growth Account - R3 (QCGRIX)

Mutual Funds

SpouseIncome: Tax-Deferred

Value

$100,001 - $250,000

TIAA Cref Retirement Account ⇒ CREF Money Market R3

Bank Accounts, Money Market Accounts and CDs

SpouseIncome: Tax-Deferred

Value

$1 - $1,000

TIAA Cref Retirement Account ⇒ CREF Stock Account - R3 (QCSTIX)

Mutual Funds

SpouseIncome: Tax-Deferred

Value

$50,001 - $100,000

TIAA Cref Retirement Account ⇒ Nuveen Lifecycle 2030 Fund Retirement (TCLNX)

Mutual Funds

SpouseIncome: Tax-Deferred

Value

$500,001 - $1,000,000

TIAA Cref Retirement Account ⇒ TIAA Real Estate Account (QREARX)

Mutual Funds

SpouseIncome: Tax-Deferred

Value

$1,001 - $15,000

TIAA Cref Retirement Account ⇒ TIAA Traditional

Fixed Annuity

SpouseIncome: Tax-Deferred

Value

$1,001 - $15,000

Vanguard ESG U.S. Stock ETF (ESGV)

Exchange Traded Funds (ETF)

DependentIncome: Capital Gains

Value

$1,001 - $15,000