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Jonathan Treble - Annual Financial Disclosure · Congress.wiki

HouseAnnual Report

Jonathan Treble

AZ-01

Filed August 12, 2025

View Original Document

Transactions

0

Assets

21

Liabilities

0

Details

Report Title: Financial Disclosure Report - Candidate Report
Submission Method: Electronic
Signed By: Jonathan Treble
Signed Date: August 11, 2025

Assets

21 assets

529 College Savings Plan (Portfolio)

529 Portfolio

SelfIncome: Tax-Deferred

Value

$100,001 - $250,000

Bitcoin

Cryptocurrency

SelfIncome: None

Value

$500,001 - $1,000,000

Checking Account

Bank Accounts, Money Market Accounts and CDs

SelfIncome: None

Value

$15,001 - $50,000

FBTC (Roth IRA)

Cryptocurrency

SelfIncome: None

Value

$1,001 - $15,000

FBTC (Traditional IRA)

Cryptocurrency

SelfIncome: None

Value

$1,001 - $15,000

Fidelity 500 Index Fund (FXAIX) (Roth IRA)

Mutual FundsExcepted Investment Fund

SelfIncome: Tax-Deferred

Value

$50,001 - $100,000

Fidelity 500 Index Fund (FXAIX) (Traditional IRA)

Mutual FundsExcepted Investment Fund

SelfIncome: Tax-Deferred

Value

$50,001 - $100,000

Fooda Inc

Stock (Not Publicly Traded)

SelfIncome: None

Value

$250,001 - $500,000

Liquidia Corporation - Common Stock (LQDA) (Brokerage)

Stocks (including ADRs)

SelfIncome: None

Value

$15,001 - $50,000

LongJump Fund I

Ownership Interest (Engaged in a Trade or Business)

SelfIncome: None

Value

$1,001 - $15,000

m25 Fund IV

Ownership Interest (Engaged in a Trade or Business)

SelfIncome: None

Value

$1,001 - $15,000

Meta Platforms, Inc. - Class A Common Stock (META) (Traditional IRA)

Stocks (including ADRs)

SelfIncome: Tax-Deferred

Value

$1,001 - $15,000

MFS International Growth Fund Class R6 (MGRDX)

Mutual FundsExcepted Investment Fund

SelfIncome: Tax-Deferred

Value

$15,001 - $50,000

Microsoft Corporation - Common Stock (MSFT) (Traditional IRA)

Stocks (including ADRs)

SelfIncome: Tax-Deferred

Value

$1,001 - $15,000

NVIDIA Corporation - Common Stock (NVDA) (Traditional IRA)

Stocks (including ADRs)

SelfIncome: None

Value

$1,001 - $15,000

Vanguard 500 Index Fund Admiral Shares (VFIAX)

Mutual FundsExcepted Investment Fund

SelfIncome: Tax-Deferred

Value

$100,001 - $250,000

Vanguard Small Cap Index Fund Admiral Shares (VSMAX)

Mutual FundsExcepted Investment Fund

SelfIncome: Tax-Deferred

Value

$1 - $1,000

WithMe Inc Common Shares

Stock (Not Publicly Traded)

SelfIncome: None

Value

$5,000,001 - $25,000,000

WithMe Inc Common Shares (JPT Irrevocable Trust for Descendants)

Stock (Not Publicly Traded)

DependentIncome: None

Value

$500,001 - $1,000,000

WithMe Inc Common Shares (JPT Irrevocable Trust for Toni)

Stock (Not Publicly Traded)

DependentIncome: None

Value

$500,001 - $1,000,000

WithMe Inc Preferred Shares

Stock (Not Publicly Traded)

SelfIncome: None

Value

$500,001 - $1,000,000