Congress.wiki Alpha

Color Theme:

About How Congress Works Support Us Roadmap Privacy Policy

Terms of Service

This is not an official government website.

Copyright © 2026 PLEJ LC. All rights reserved.

Open search page

Mr. Brian Allen Montgomery - Annual Financial Disclosure · Congress.wiki

HouseAnnual Report

Mr. Brian Allen Montgomery

GA-01

Filed December 24, 2025

View Original Document

Transactions

0

Assets

12

Liabilities

4

Details

Report Title: Financial Disclosure Report
Submission Method: Electronic
Signed By: Mr. Brian Allen Montgomery
Signed Date: December 23, 2025

Assets

12 assets

Dodge & Cox Stock Fund - Class X (DOXGX)

Mutual FundsExcepted Investment Fund

SpouseIncome: Dividends

Value

Not disclosed

Liabilities

4 liabilities

Chase

Revolving Credit (Credit Card)

Self

Amount

$15,001 - $50,000

USAA

Revolving Credit (Credit Card)

Self

Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF (GSLC)

Exchange Traded Funds (ETF)Excepted Investment Fund

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

Value

$50,001 - $100,000

iShares Core S&P 500 ETF (IVV)

Exchange Traded Funds (ETF)Excepted Investment Fund

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

Value

$15,001 - $50,000

iShares Core S&P Total U.S. Stock Market ETF (ITOT)

Exchange Traded Funds (ETF)Excepted Investment Fund

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

Value

$100,001 - $250,000

JPMorgan SmartRetirement 2040 Fund - R6 (SMTYX)

Mutual FundsExcepted Investment Fund

SelfIncome: Tax-Deferred

Value

$1,001 - $15,000

Pimco CommodityRealReturn Strategy Fund Institutional Class (PCRIX)

Mutual FundsExcepted Investment Fund

SpouseIncome: Dividends

Value

Not disclosed

PIMCO Funds Total Return Fund Institutional Shares (PTTRX)

Mutual FundsExcepted Investment Fund

SpouseIncome: Dividends

Value

Not disclosed

Putnam High Yield Fund Class A (PHYIX)

Mutual FundsExcepted Investment Fund

SpouseIncome: Dividends

Value

Not disclosed

Secured Market Deposit Account

Bank Accounts, Money Market Accounts and CDs

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

Value

$1,001 - $15,000

TCW Emerging Markets Income Fund N Class (TGINX)

Mutual FundsExcepted Investment Fund

SpouseIncome: Dividends

Value

Not disclosed

T. Rowe Price Overseas Stock Fund - I Class (TROIX)

Mutual FundsExcepted Investment Fund

SpouseIncome: Dividends

Value

Not disclosed

Vanguard Mid-Cap ETF (VO)

Exchange Traded Funds (ETF)Excepted Investment Fund

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

Value

$15,001 - $50,000

Amount

$10,000 - $15,000

US Department of Education

Student Loan

Spouse

Amount

$50,001 - $100,000

Wells Fargo

Securities-Based Line of Credit

Spouse

Amount

$250,001 - $500,000