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HouseAnnual Report

Eric Jones

View Profile

CA-04

Filed January 7, 2026

View Original Document

Transactions

Assets

Liabilities

Details

Report Title: Financial Disclosure Report - Candidate Report
Submission Method: Electronic
Signed By: Eric Jones
Signed Date: January 6, 2026

Assets

19 assets

Amwins

Stock (Not Publicly Traded)

SelfIncome: Dividends

Value

$500K - $1M

Budino Trust ⇒ Cash

Bank Accounts, Money Market Accounts and CDs

Eric Jones - Annual Financial Disclosure · Congress.wiki

HouseAnnual Report

Eric Jones

View Profile

CA-04

Filed January 7, 2026

View Original Document

Transactions

Assets

Liabilities

Details

Report Title: Financial Disclosure Report - Candidate Report
Submission Method: Electronic
Signed By: Eric Jones
Signed Date: January 6, 2026

Assets

19 assets

Amwins

Stock (Not Publicly Traded)

SelfIncome: Dividends

Value

$500K - $1M

Budino Trust ⇒ Cash

Bank Accounts, Money Market Accounts and CDs

Self

Value

$1K - $15K

Budino Trust ⇒ GP Interest - DOFVI

Hedge Funds & Private Equity Funds (EIF)Excepted Investment Fund

Self

Value

$100K - $250K

Cache Exchange Fund ⇒ UNIX and GNU

Other

Self

Value

$5M - $25M

Cash - Chase Checking

Bank Accounts, Money Market Accounts and CDs

Self

Value

$1M - $5M

Cash - Wells Fargo Checking

Bank Accounts, Money Market Accounts and CDs

Self

Value

$500K - $1M

Chase Brokerage ⇒ JTSXX

Bank Accounts, Money Market Accounts and CDs

SelfIncome: Interest

Value

$1M - $5M

DGFII ⇒ LP Interest - DGFII

Hedge Funds & Private Equity Funds (EIF)Excepted Investment Fund

Self

Value

$5M - $25M

DOF I-VI ⇒ LP Interest - DOFI-VI and co-invests

Hedge Funds & Private Equity Funds (EIF)Excepted Investment Fund

SelfIncome: Capital Gains, Dividends

Value

$1M - $5M

Pacific Premier ⇒ Cash

IRA (Held in Cash)

Self

Value

$50K - $100K

Pacific Premier ⇒ LP Interest - DOFV

Hedge Funds & Private Equity Funds (EIF)Excepted Investment Fund

Self

Value

$50K - $100K

Pacific Premier ⇒ LP Interest - TBC Castle Global

Hedge Funds & Private Equity Funds (EIF)Excepted Investment Fund

Self

Value

$250K - $500K

Schwab 529 ⇒ 19668 - Aggressive Portfolio (Index)

529 Portfolio

Dependent

Value

$500K - $1M

Schwab Brokerage ⇒ Cash

Bank Accounts, Money Market Accounts and CDs

Self

Value

$500K - $1M

Schwab Brokerage ⇒ SCAXX

Government Securities and Agency Debt

SelfIncome: Interest

Value

$1M - $5M

Schwab Brokerage ⇒ SCAXX

Government Securities and Agency Debt

SelfIncome: Interest

Value

$1M - $5M

Schwab DAF ⇒ SCBP1

Other

Self

Value

$1M - $5M

Vine Projects

Ownership Interest (Engaged in a Trade or Business)

Spouse

Value

Not disclosed

Virtu Investments ⇒ LP Interest - Virtu QOFII

Hedge Funds & Private Equity Funds (EIF)Excepted Investment Fund

Self

Value

$500K - $1M