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Beth Andres-Beck - Annual Financial Disclosure · Congress.wiki

HouseAnnual Report

Beth Andres-Beck

MA-06

Filed October 30, 2025

View Original Document

Transactions

0

Assets

38

Liabilities

2

Details

Report Title: Financial Disclosure Report (Candidate Report)
Submission Method: Electronic
Signed By: Beth Andres-Beck
Signed Date: October 30, 2025

Assets

38 assets

26 Week Treasury Bill

Government Securities and Agency Debt

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

Value

$1,001 - $15,000

26 Week Treasury Bill

Liabilities

2 liabilities

FreedomRoadFinancial

Financing for motorcycle purchase

Self

Amount

$15,001 - $50,000

JPMorgan Chase Bank, N.A.

Mortgage on primary home

Self

Government Securities and Agency Debt

SelfIncome: Interest

Value

$15,001 - $50,000

29 Year 11 Month Treasury Bond

Government Securities and Agency Debt

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

Value

$15,001 - $50,000

Aledade 401(k) ⇒ Baird Aggregate Bond Fund Institutional Class (BAGIX)

Mutual FundsExcepted Investment Fund

SelfIncome: Dividends($1 - $200)

Value

$1,001 - $15,000

Aledade 401(k) ⇒ Cohen & Steers Institutional Realty Shs Inc (CSRIX)

Mutual FundsExcepted Investment Fund

SelfIncome: Dividends($1 - $200)

Value

$1,001 - $15,000

Aledade 401(k) ⇒ Morley Stable Value Fund Class 25-I

Other

Self

Value

$1,001 - $15,000

Aledade 401(k) ⇒ Vanguard FTSE Social Index Fund Admiral Shares (VFTAX)

Mutual FundsExcepted Investment Fund

SelfIncome: Dividends($1 - $200)

Value

$1,001 - $15,000

Aledade 401(k) ⇒ Vanguard Target Retirement 2050 Fund (VFIFX)

Mutual FundsExcepted Investment Fund

SelfIncome: Dividends($1 - $200)

Value

$1,001 - $15,000

Aledade, Inc.

Options

Self

Value

$1 - $1,000

LTSE Group, Inc.

Options

Self

Value

$1,001 - $15,000

LTSE Group, Inc.

Stock (Not Publicly Traded)

Self

Value

$1 - $1,000

LTSE Group, Inc.

Options

Self

Value

$1 - $1,000

LTSE Services, Inc.

Options

Self

Value

$1 - $1,000

LTSE Services, Inc.

Stock (Not Publicly Traded)

Self

Value

$1 - $1,000

LTSE Services, Inc.

Options

Self

Value

$1 - $1,000

One Medical 401(k) ⇒ Vanguard Target Retirement 2050 Fund (VFIFX)

Mutual FundsExcepted Investment Fund

SelfIncome: Capital Gains($1 - $200)

Value

$50,001 - $100,000

Series I Savings Bond

Government Securities and Agency Debt

Self

Value

$15,001 - $50,000

Tripadvisor 401(k) ⇒ BlackRock Total Return Fund BlackRock Class (MPHQX)

Mutual FundsExcepted Investment Fund

SelfIncome: Dividends($1 - $200)

Value

$1,001 - $15,000

Tripadvisor 401(k) ⇒ Fidelity 500 Index Fund (FXAIX)

Mutual FundsExcepted Investment Fund

SelfIncome: Dividends

Value

$100,001 - $250,000

Tripadvisor 401(k) ⇒ Fidelity Extended Market Index Fund (FSMAX)

Mutual FundsExcepted Investment Fund

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

Value

$100,001 - $250,000

Tripadvisor 401(k) ⇒ Vanguard Total Bond Market Index Fund Admiral Shares (VBTLX)

Mutual FundsExcepted Investment Fund

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

Value

$15,001 - $50,000

Truffle Security Co.

Stock (Not Publicly Traded)

Self

Value

$1,001 - $15,000

USAA Checking

Bank Accounts, Money Market Accounts and CDs

SelfIncome: Interest($1 - $200)

Value

$50,001 - $100,000

USAA Checking - Joint with Partner

Bank Accounts, Money Market Accounts and CDs

JointIncome: Interest($1 - $200)

Value

$15,001 - $50,000

Vanguard Individual 529 ⇒ Vanguard 500 Index Fd Admiral Shs (VFIAX)

529 PortfolioExcepted Investment Fund

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

Value

$1,001 - $15,000

Vanguard Individual 529 ⇒ Vanguard Core Bond Portfolio

529 PortfolioExcepted Investment Fund

SelfIncome: Dividends($1 - $200)

Value

$1,001 - $15,000

Vanguard Individual 529 ⇒ Vanguard Total Bond Market Index Portfolio

529 PortfolioExcepted Investment Fund

SelfIncome: Dividends($1 - $200)

Value

$1 - $1,000

Vanguard Individual 529 ⇒ Vanguard Windsor Portfolio

529 PortfolioExcepted Investment Fund

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

Value

$1,001 - $15,000

Vanguard ⇒ Vanguard 500 Index Fd Admiral Shs (VFIAX)

Mutual FundsExcepted Investment Fund

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

Value

$15,001 - $50,000

Vanguard ⇒ Vanguard Extended Market Index Fd Admiral Shs (VEXAX)

Mutual FundsExcepted Investment Fund

SelfIncome: Dividends($1 - $200)

Value

$15,001 - $50,000

Vanguard ⇒ Vanguard FTSE Social Index Fund Admiral Shares (VFTAX)

Mutual FundsExcepted Investment Fund

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

Value

$100,001 - $250,000

Vanguard ⇒ Vanguard Money Market Reserves Federal Money Market Fund (VMFXX)

Mutual FundsExcepted Investment Fund

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

Value

$1,001 - $15,000

Vanguard ⇒ Vanguard Target Retirement 2050 Fund (VFIFX)

Mutual FundsExcepted Investment Fund

SelfIncome: Dividends

Value

$100,001 - $250,000

Wealthfront Brokerage ⇒ Vanguard Div Appreciation ETF (VIG)

Exchange Traded Funds (ETF)Excepted Investment Fund

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

Value

$1,001 - $15,000

Wealthfront Brokerage ⇒ Vanguard FTSE Developed Markets ETF (VEA)

Exchange Traded Funds (ETF)Excepted Investment Fund

SelfIncome: Dividends($1 - $200)

Value

$1,001 - $15,000

Wealthfront Brokerage ⇒ Vanguard FTSE Emerging Markets ETF (VWO)

Exchange Traded Funds (ETF)Excepted Investment Fund

SelfIncome: Dividends($1 - $200)

Value

$1,001 - $15,000

Wealthfront Brokerage ⇒ Vanguard Total Stock Market ETF (VTI)

Exchange Traded Funds (ETF)Excepted Investment Fund

SelfIncome: Dividends($1 - $200)

Value

$15,001 - $50,000

Wealthfront Savings

Bank Accounts, Money Market Accounts and CDs

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

Value

$500,001 - $1,000,000

Amount

$500,001 - $1,000,000