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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: Candidate 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

$15K - $50K

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 - $1K)

Value

$50K - $100K

iShares Core S&P 500 ETF (IVV)

Exchange Traded Funds (ETF)Excepted Investment Fund

SpouseIncome: Dividends($201 - $1K)

Value

$15K - $50K

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

Exchange Traded Funds (ETF)Excepted Investment Fund

SpouseIncome: Dividends($201 - $1K)

Value

$100K - $250K

JPMorgan SmartRetirement 2040 Fund - R6 (SMTYX)

Mutual FundsExcepted Investment Fund

SpouseIncome: Tax-Deferred

Value

$1K - $15K

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 - $1K)

Value

$1K - $15K

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 - $1K)

Value

$15K - $50K

Amount

$10K - $15K

US Department of Education

Student Loan

Spouse

Amount

$50K - $100K

Wells Fargo

Securities-Based Line of Credit

Spouse

Amount

$250K - $500K