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Cherlynn Stevenson - Annual Financial Disclosure · Congress.wiki

HouseAnnual Report

Cherlynn Stevenson

KY-06

Filed September 9, 2025

View Original Document

Transactions

0

Assets

10

Liabilities

1

Details

Report Title: Financial Disclosure Report
Signed By: Cherlynn Stevenson
Signed Date: September 9, 2025

Assets

10 assets

Bourbon Belles Holdings LLC ⇒ Rental Property 1

Real Property

SelfIncome: Rent($5K - $15K)

Value

$100K - $250K

Kentucky Legislative Retirement Plan CB

Liabilities

1 liability

Planet Home Lending

Mortgage on Rental Property 1

Self

Amount

$50K - $100K

Defined Benefit Pension

SelfIncome: Tax-Deferred

Value

$15K - $50K

LPL Financial IRA ⇒ AMG Yacktman Fund - Class I (YACKX)

Mutual Funds

SelfIncome: Tax-Deferred

Value

$15K - $50K

LPL Financial IRA ⇒ Goldman Sachs bank account

IRA (Held in Cash)

SelfIncome: Tax-Deferred

Value

$1K - $15K

LPL Financial IRA (Spouse) ⇒ Vanguard Total Stock Market Index Fund Admiral Shares (VTSAX)

Mutual Funds

SpouseIncome: Tax-Deferred

Value

$15K - $50K

PNC Bank Accounts

Bank Accounts, Money Market Accounts and CDs

JointIncome: Interest($1 - $200)

Value

$1K - $15K

Tempur-Sealy 401(k) Plan (Spouse) ⇒ Vanguard Target Retirement 2035 Trust II ⇒ Vanguard Institutional Total International Stock Market Index Trust II

Other

SpouseIncome: Tax-Deferred

Value

$15K - $50K

Tempur-Sealy 401(k) Plan (Spouse) ⇒ Vanguard Target Retirement 2035 Trust II ⇒ Vanguard Total Bond Market II Index Fund Institutional Shares (VTBNX)

Mutual Funds

SpouseIncome: Tax-Deferred

Value

$15K - $50K

Tempur-Sealy 401(k) Plan (Spouse) ⇒ Vanguard Target Retirement 2035 Trust II ⇒ Vanguard Total International Bond II Index Fund Institutional Shares (VTILX)

Mutual Funds

SpouseIncome: Tax-Deferred

Value

$1K - $15K

Tempur-Sealy 401(k) Plan (Spouse) ⇒ Vanguard Target Retirement 2035 Trust II ⇒ Vanguard Total Stock Market Index Fund Institutional Plus Shares (VSMPX)

Mutual Funds

SpouseIncome: Tax-Deferred

Value

$15K - $50K