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James Morris Kingston - Annual Financial Disclosure · Congress.wiki

HouseAnnual Report

James Morris Kingston

GA-01

Filed October 16, 2025

View Original Document

Transactions

0

Assets

7

Liabilities

2

Details

Report Title: Financial Disclosure Report (Candidate Report)
Submission Method: Electronic
Signed By: James Morris Kingston
Signed Date: October 16, 2025

Assets

7 assets

Axonic Strategic Income Fund Class I (AXSIX)

Mutual FundsExcepted Investment Fund

SelfIncome: Tax-Deferred

Value

$1K - $15K

Liabilities

2 liabilities

Dovenmuehle Mortgage Inc

Mortgage

Self

Amount

$250K - $500K

GMC Financial

Truck

Self

Amount

BlackRock LifePath Index 2055 Portfolio Institutional Shares (LIVIX)

Mutual FundsExcepted Investment Fund

SelfIncome: Tax-Deferred

Value

$100K - $250K

iShares Russell 2000 ETF (IWM)

Exchange Traded Funds (ETF)Excepted Investment Fund

SelfIncome: Tax-Deferred

Value

$1K - $15K

Schwab - Cash

Bank Accounts, Money Market Accounts and CDs

SelfIncome: Capital Gains, Dividends, Interest($201 - $1K)

Value

$1K - $15K

US Treasury Note

Government Securities and Agency Debt

SelfIncome: Tax-Deferred

Value

$1K - $15K

Vanguard S&P 500 ETF (VOO)

Exchange Traded Funds (ETF)Excepted Investment Fund

SelfIncome: Tax-Deferred

Value

$1K - $15K

WisdomTree Emerging Markets High Dividend Fund (DEM)

Exchange Traded Funds (ETF)Excepted Investment Fund

SelfIncome: Tax-Deferred

Value

$1K - $15K

$15K - $50K