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Julie Marisa Wiley - Annual Financial Disclosure · Congress.wiki

HouseAnnual Report

Julie Marisa Wiley

ID-02

Filed July 19, 2025

View Original Document

Transactions

0

Assets

47

Liabilities

0

Details

Report Title: Financial Disclosure Report
Submission Method: Electronic
Signed By: Julie Marisa Wiley
Signed Date: July 19, 2025

Assets

47 assets

AMEX High Yield Savings acct

Bank Accounts, Money Market Accounts and CDs

SelfIncome: Interest($1,001 - $2,500)

Value

$50,001 - $100,000

Baron Growth Fund (BGRFX)

Mutual Funds

SelfIncome: Capital Gains

Value

$100,001 - $250,000

CapEd Credit Union High Yield Checking acct

Bank Accounts, Money Market Accounts and CDs

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

Value

$15,001 - $50,000

Coca-Cola Company (KO)

Stocks (including ADRs)

SelfIncome: Dividends($201 - $1,000)

Value

$1,001 - $15,000

Costco Wholesale Corporation - Common Stock (COST)

Stocks (including ADRs)

SelfIncome: Dividends($201 - $1,000)

Value

$100,001 - $250,000

Dodge & Cox Stock Fund - Class I (DODGX)

Mutual Funds

SelfIncome: Capital Gains($201 - $1,000)

Value

$15,001 - $50,000

Fidelity Advisor Strategic Income Fund: Class I (FSRIX)

Mutual Funds

SpouseIncome: Tax-Deferred

Value

$1,001 - $15,000

Fidelity Advisor Strategic Income Fund: Class I (FSRIX)

Mutual Funds

SelfIncome: Tax-Deferred

Value

$1,001 - $15,000

Fidelity Capital and Income Fund (FAGIX)

Mutual Funds

SelfIncome: Tax-Deferred

Value

$1,001 - $15,000

Fidelity Capital and Income Fund (FAGIX)

Mutual Funds

SpouseIncome: Tax-Deferred

Value

$1,001 - $15,000

Fidelity Cash Reserves (FDRXX)

Mutual Funds

SpouseIncome: Tax-Deferred

Value

$1,001 - $15,000

Fidelity Cash Reserves (FDRXX)

Mutual Funds

SpouseIncome: Tax-Deferred

Value

$1,001 - $15,000

Fidelity Cash Reserves (FDRXX)

Mutual Funds

SelfIncome: Tax-Deferred

Value

$1,001 - $15,000

Fidelity Government Money Market Fund (SPAXX)

Mutual Funds

SelfIncome: Dividends($1,001 - $2,500)

Value

$50,001 - $100,000

Fidelity SAI Canada Equity Index Fund (FSCJX)

Mutual Funds

SpouseIncome: Tax-Deferred

Value

$15,001 - $50,000

Fidelity SAI High Income Fund (FSHGX)

Mutual Funds

SpouseIncome: Tax-Deferred

Value

$1,001 - $15,000

Fidelity SAI High Income Fund (FSHGX)

Mutual Funds

SelfIncome: Tax-Deferred

Value

$1,001 - $15,000

Fidelity SAI Inflation-Focused Fund (FIFGX)

Mutual Funds

SpouseIncome: Tax-Deferred

Value

$15,001 - $50,000

Fidelity SAI Inflation-Protected Bond Index Fund (FSPWX)

Mutual Funds

SpouseIncome: Tax-Deferred

Value

$15,001 - $50,000

Fidelity SAI Long-Term Treasury Bond Index Fund (FBLTX)

Mutual Funds

SpouseIncome: Tax-Deferred

Value

$1,001 - $15,000

Fidelity SAI Low Duration Bond Fund (FZOLX)

Mutual Funds

SpouseIncome: Tax-Deferred

Value

$1,001 - $15,000

Fidelity SAI Real Estate Fund (FSRJX)

Mutual Funds

SpouseIncome: Tax-Deferred

Value

$15,001 - $50,000

Fidelity SAI Short-Term Bond Fund (FZOMX)

Mutual Funds

SpouseIncome: Tax-Deferred

Value

$1,001 - $15,000

Fidelity Small Cap Discovery Fund (FSCRX)

Mutual Funds

SpouseIncome: Tax-Deferred

Value

$1,001 - $15,000

Fidelity Small Cap Discovery Fund (FSCRX)

Mutual Funds

SelfIncome: Tax-Deferred

Value

$1,001 - $15,000

Fidelity Strategic Advisor Tax Managed Fund

Hedge Funds & Private Equity Funds (EIF)

SelfIncome: Capital Gains, Dividends($2,501 - $5,000)

Value

$250,001 - $500,000

Home Depot, Inc. (HD)

Stocks (including ADRs)

SelfIncome: Dividends($201 - $1,000)

Value

$50,001 - $100,000

Invesco QQQ Trust, Series 1 (QQQ)

Exchange Traded Funds (ETF)

SelfIncome: Dividends($1 - $200)

Value

$50,001 - $100,000

Strategic Advisers Fidelity Alternatives Fund

Other

SpouseIncome: Tax-Deferred

Value

$1,001 - $15,000

Strategic Advisers Fidelity Alternatives Fund

Other

SpouseIncome: Tax-Deferred

Value

$1,001 - $15,000

Strategic Advisers Fidelity Alternatives Fund

Other

SelfIncome: Tax-Deferred

Value

$1,001 - $15,000

Strategic Advisers Fidelity Core Income Fund (FIWGX)

Mutual Funds

SpouseIncome: Tax-Deferred

Value

$50,001 - $100,000

Strategic Advisers Fidelity Core Income Fund (FIWGX)

Mutual Funds

SelfIncome: Tax-Deferred

Value

$50,001 - $100,000

Strategic Advisers Fidelity Core Income Fund (FIWGX)

Mutual Funds

SpouseIncome: Tax-Deferred

Value

$250,001 - $500,000

Strategic Advisers Fidelity Emerging Markets Fund (FGOMX)

Mutual Funds

SelfIncome: Tax-Deferred

Value

$50,001 - $100,000

Strategic Advisers Fidelity Emerging Markets Fund (FGOMX)

Mutual Funds

SpouseIncome: Tax-Deferred

Value

$50,001 - $100,000

Strategic Advisers Fidelity International Fund (FUSIX)

Mutual Funds

SelfIncome: Tax-Deferred

Value

$15,001 - $50,000

Strategic Advisers Fidelity International Fund (FUSIX)

Mutual Funds

SpouseIncome: Tax-Deferred

Value

$100,001 - $250,000

Strategic Advisers Fidelity International Fund (FUSIX)

Mutual Funds

SpouseIncome: Tax-Deferred

Value

$15,001 - $50,000

Strategic Advisers Fidelity U.S. Total Stock Fund (FCTDX)

Mutual Funds

SelfIncome: Tax-Deferred

Value

$100,001 - $250,000

Strategic Advisers Fidelity U.S. Total Stock Fund (FCTDX)

Mutual Funds

SpouseIncome: Tax-Deferred

Value

$250,001 - $500,000

Strategic Advisers Fidelity U.S. Total Stock Fund (FCTDX)

Mutual Funds

SpouseIncome: Tax-Deferred

Value

$100,001 - $250,000

Vanguard 500 Index Fd Admiral Shs (VFIAX)

Mutual Funds

SelfIncome: Dividends($201 - $1,000)

Value

$50,001 - $100,000

Vanguard Intermediate Term Tax-Exempt Fund (VWITX)

Mutual Funds

SelfIncome: Dividends($201 - $1,000)

Value

$15,001 - $50,000

Vanguard Primecap Fund (VPMCX)

Mutual Funds

SelfIncome: Capital Gains, Dividends

Value

$100,001 - $250,000

Vanguard Short-Term Investment Grade Fund Investor Shrs (VFSTX)

Mutual Funds

SelfIncome: Dividends($201 - $1,000)

Value

$15,001 - $50,000

Vanguard Total Bond Market Index Fund Admiral Shares (VBTLX)

Mutual Funds

SelfIncome: Dividends($201 - $1,000)

Value

$15,001 - $50,000