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Jeff Cohen - Annual Financial Disclosure · Congress.wiki

HouseAnnual Report

Jeff Cohen

IL-09

Filed January 6, 2026

View Original Document

Transactions

0

Assets

100

Liabilities

3

Details

Report Title: Financial Disclosure Report
Signed By: Jeff Cohen
Signed Date: January 6, 2026

Assets

100 assets

052397TP1 Austin Tex 5%36DB LTX DUE 9/1/36

Corporate Securities (Bonds and Notes)

Income: Interest($1K - $2.5K)

Value

$15K - $50K

316773CR9 FIFTH THIRD BANCO VAR

Other

Income: Dividends

Liabilities

3 liabilities

Citibank

credit card

Joint

Amount

$15K - $50K

Rocket Mortgage

mortgage on personal residence

Joint

Amount

($1K - $2.5K)

Value

$15K - $50K

AGNC Investment Corp. - Depositary Shares Each Representing a 1/1,000th Interest in a Share of 6.125 (AGNCP)

Stocks (including ADRs)

Income: Dividends($1K - $2.5K)

Value

$15K - $50K

Alpha Architect 1-3 Month Box ETF (BOXX)

Exchange Traded Funds (ETF)Excepted Investment Fund

Income: Capital Gains($5K - $15K)

Value

$500K - $1M

Alpha Architect U.S. Quantitative Momentum ETF (QMOM)

Exchange Traded Funds (ETF)Excepted Investment Fund

Income: Dividends($2.5K - $5K)

Value

$500K - $1M

American Express 3.55%

Corporate Securities (Bonds and Notes)

Income: Dividends($1K - $2.5K)

Value

$15K - $50K

Analysis Group 401K

OtherExcepted Investment Fund

Income: Tax-Deferred

Value

$500K - $1M

Analysis Group Note

Other

JointIncome: Interest($100K - $1M)

Value

$500K - $1M

Annaly Capital Management Inc. 8.875% Series J Fixed-Rate Cumulative Redeemable Preferred Stock (NLY$J)

Stocks (including ADRs)

Value

$15K - $50K

Avantis Emerging Markets Equity ETF (AVEM)

Exchange Traded Funds (ETF)Excepted Investment Fund

Income: Dividends($1K - $2.5K)

Value

$50K - $100K

Avantis U.S. Equity ETF (AVUS)

Exchange Traded Funds (ETF)Excepted Investment Fund

Income: Dividends($1K - $2.5K)

Value

$100K - $250K

Avantis U.S. Small Cap Value ETF (AVUV)

Exchange Traded Funds (ETF)Excepted Investment Fund

Income: Dividends($5K - $15K)

Value

$100K - $250K

BAC CAPITAL TRUST VAR

Other

Income: Dividends($1K - $2.5K)

Value

$15K - $50K

BANK OF AMERIC 5.4915%33ABS-SPCL DUE 11/25/33-03J-

Asset-Backed Securities

Value

$1K - $15K

Blackrock Muncpl 2030TA

Corporate Securities (Bonds and Notes)

Income: Dividends($2.5K - $5K)

Value

$100K - $250K

BofA 5.75% 05948XTZ4

Asset-Backed Securities

Value

$1K - $15K

Chicago Union Ultimate, 8% Interest

Ownership Interest (Engaged in a Trade or Business)

Joint

Value

$50K - $100K

Citigroup Inc 3.875% 172967MV0

Corporate Securities (Bonds and Notes)

Income: Dividends($201 - $1K)

Value

$1K - $15K

CITIGROUP MORTGAG 5.5%35ABS-SPCL DUE 06/25/35-052-

Asset-Backed Securities

Value

$1K - $15K

College Station Tex 5%38DB 194469MD1

Corporate Securities (Bonds and Notes)

Income: Interest($1K - $2.5K)

Value

$50K - $100K

credit suisse 6.8567%35ABS 007036GU4

Asset-Backed Securities

Value

$1 - $1K

CREDIT SUISSE FI 5.75%33ABS-SPCL DUE 11/25/33-0327-

Asset-Backed Securities

Value

$1K - $15K

CREDIT SUISSE FI 6.25%35MBS-CMO DUE 07/25/35-055-

Asset-Backed Securities

Value

$1K - $15K

CREDIT SUISSE FIRST 6%34ABS-SPCL DUE 08/25/34-044-

Asset-Backed Securities

Value

$1K - $15K

CWALT INC. 7%34ABS-SPCL DUE 09/25/34-04J8-

Asset-Backed Securities

Value

$1K - $15K

CWALT INC. 7.5%35MBS-CMO DUE 04/25/35-056CB- (1)

Asset-Backed Securities

Value

$1K - $15K

CWALT INC. 7.5%35MBS-CMO DUE 04/25/35-056CB- (2)

Asset-Backed Securities

Value

$1K - $15K

CWMBS INC. 6%33MBS-CMO DUE 11/25/33-03J12-

Asset-Backed Securities

Value

$1K - $15K

Dimensional International Core Equity Market ETF (DFAI)

Exchange Traded Funds (ETF)Excepted Investment Fund

Income: Dividends($1K - $2.5K)

Value

$50K - $100K

FEDERAL NTNL M 4.2087%33MBS-CMO DUE 04/25/33-03W5-

Asset-Backed Securities

Value

$1K - $15K

FEDERAL NTNL MORT 2.5%42MBS-CMO DUE 08/25/42-12144G-

Asset-Backed Securities

Value

$15K - $50K

FEDERAL NTNL MORT 3.5%41MBS-CMO DUE 12/25/41-11126C-

Asset-Backed Securities

Value

$1K - $15K

FEDERAL NTNL MORTGA 0%37MBS-CMO DUE 01/25/37-06126B-

Asset-Backed Securities

Value

$1K - $15K

FEDERAL NTNL MORTGA 2%41MBS-CMO DUE 12/25/41-11126C-

Asset-Backed Securities

Value

$15K - $50K

FEDERAL NTNL MORTGA 3%42MBS-CMO DUE 06/25/42-1298F-

Asset-Backed Securities

Value

$15K - $50K

FHLMC 2%50MBS-CMO DUE 11/25/50-5036G-

Asset-Backed Securities

Value

$15K - $50K

FHLMC 4.5%40MBS-CMO DUE 10/15/40-3770L-

Asset-Backed Securities

Value

$15K - $50K

Fidelity Low Duration Bond Factor ETF (FLDR)

Exchange Traded Funds (ETF)Excepted Investment Fund

Income: Dividends($5K - $15K)

Value

$100K - $250K

flooring contractor liability small claims judgement

Debts Owed to the Filer

Joint

Value

$1K - $15K

Franklin FTSE Europe ETF (FLEE)

Exchange Traded Funds (ETF)Excepted Investment Fund

Income: Dividends($1K - $2.5K)

Value

$50K - $100K

GNMA 4%41MBS-CMO DUE 07/20/41-1193C-

Asset-Backed Securities

Value

$15K - $50K

Goldman Sachs Cap Var 381427AA1

Other

Income: Dividends($1K - $2.5K)

Value

$15K - $50K

GS MORTGAGE SE 4.4188%34MBS-CMO DUE 08/25/34-049-

Asset-Backed Securities

Value

$1K - $15K

Invesco Variable Rate Preferred ETF (VRP)

Exchange Traded Funds (ETF)Excepted Investment Fund

Income: Dividends($15K - $50K)

Value

$250K - $500K

iShares Emerging Markets Equity Factor ETF (EMGF)

Exchange Traded Funds (ETF)Excepted Investment Fund

Income: Dividends($1K - $2.5K)

Value

$50K - $100K

iShares MSCI Japan Sm Cap (SCJ)

Exchange Traded Funds (ETF)Excepted Investment Fund

Income: Dividends($1K - $2.5K)

Value

$50K - $100K

Janus Henderson Mortgage-Backed Securities ETF (JMBS)

Exchange Traded Funds (ETF)Excepted Investment Fund

Income: Dividends($5K - $15K)

Value

$100K - $250K

Keystone ETown LLC, 15% Interest

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

Joint

Value

$250K - $500K

Mass St DE 4%36UNIV EDUC 57584XYC9

Government Securities and Agency Debt

Income: Interest($201 - $1K)

Value

$15K - $50K

MELLON CAPITAL IV VAR

Asset-Backed Securities

Income: Dividends($1K - $2.5K)

Value

$15K - $50K

Miami Dade Cnty FLA 5%32GO UTX DUE 3/15/32 59333RKV5

Government Securities and Agency Debt

Income: Interest($1K - $2.5K)

Value

$50K - $100K

MORTGAGE ASSET SE 6.5%34ABS-SPCL DUE 06/25/34-04ALT5-

Asset-Backed Securities

Value

$1K - $15K

NEXTERA ENERGY C 6.75%54 DUE 06/15/54

Asset-Backed Securities

Value

$15K - $50K

NEXTERA ENERGY CA VAR 66 DUE 10/01/66

Asset-Backed Securities

Value

$15K - $50K

Nuveen Variable Rate PRE

Corporate Securities (Bonds and Notes)

Income: Dividends($5K - $15K)

Value

$50K - $100K

NVIDIA Corporation - Common Stock (NVDA)

Stocks (including ADRs)

JointIncome: Capital Gains, Dividends($15K - $50K)

Value

$100K - $250K

PennyMac Mortgage Investment Trust 6.75% Series C Cumulative Redeemable Preferred Shares of Benefici (PMT$C)

Stocks (including ADRs)

Income: Dividends($1K - $2.5K)

Value

$15K - $50K

PGIM Ultra Short Bond ETF (PULS)

Exchange Traded Funds (ETF)Excepted Investment Fund

Value

$15K - $50K

PHH MORTGAGE C 4.3462%29ABS-SPCL DUE 05/25/29BAC-04B-

Asset-Backed Securities

Value

$1K - $15K

RESIDENTIAL ACCREDI 0%36ABS-SPCL DUE 12/25/36-06QS17-

Asset-Backed Securities

Value

$1K - $15K

Rithm Capital Corp. 7.125% Series B Fixed-to-Floating Rate Cumulative Redeemable Preferred Stock (RITM$B)

Stocks (including ADRs)

Income: Dividends($2.5K - $5K)

Value

$15K - $50K

Schwab checking account

Bank Accounts, Money Market Accounts and CDs

JointIncome: Interest($1 - $200)

Value

$1K - $15K

Schwab Emerging Markets Equity ETF (SCHE)

Exchange Traded Funds (ETF)Excepted Investment Fund

Income: Dividends($1K - $2.5K)

Value

$50K - $100K

Schwab Fundamental International Equity ETF (FNDF)

Exchange Traded Funds (ETF)Excepted Investment Fund

Income: Dividends($5K - $15K)

Value

$100K - $250K

Schwab Fundamental International Small Equity ETF (FNDC)

Exchange Traded Funds (ETF)Excepted Investment Fund

Income: Dividends($5K - $15K)

Value

$250K - $500K

Schwab International Equity ETF (SCHF)

Exchange Traded Funds (ETF)Excepted Investment Fund

Income: Dividends($5K - $15K)

Value

$250K - $500K

Schwab U.S. Broad Market ETF (SCHB)

Exchange Traded Funds (ETF)Excepted Investment Fund

Income: Dividends($15K - $50K)

Value

$1M - $5M

Schwab U.S. Large-Cap Value ETF (SCHV)

Exchange Traded Funds (ETF)Excepted Investment Fund

Income: Dividends($15K - $50K)

Value

$1M - $5M

Schwab U.S. TIPS ETF (SCHP) (Position 1)

Exchange Traded Funds (ETF)Excepted Investment Fund

Income: Dividends($15K - $50K)

Value

$500K - $1M

Schwab U.S. TIPS ETF (SCHP) (Position 2)

Exchange Traded Funds (ETF)Excepted Investment Fund

Income: Dividends($0 - $0)

Value

$50K - $100K

State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB)

Exchange Traded Funds (ETF)Excepted Investment Fund

Income: Dividends($5K - $15K)

Value

$100K - $250K

State Street SPDR S&P 600 Small Cap Value ETF (SLYV)

Exchange Traded Funds (ETF)Excepted Investment Fund

Income: Capital Gains, Dividends($15K - $50K)

Value

$250K - $500K

STRUCTURED ASS 3.2965%33ABS-SPCL DUE 09/25/33-0326A-

Asset-Backed Securities

Value

$1K - $15K

STRUCTURED ASS 5.5045%34ABS-SPCL DUE 11/25/34-0411B-

Asset-Backed Securities

Value

$1K - $15K

The Barn Investment LLC

Other

JointIncome: Dividends($2.5K - $5K)

Value

$1K - $15K

U.S. Bancorp Depositary Shares, Each representing a 1/100th interest in a share of Series A Non-Cumu (USB$A)

Stocks (including ADRs)

Income: Dividends($1K - $2.5K)

Value

$15K - $50K

US Bank checking acct

Bank Accounts, Money Market Accounts and CDs

JointIncome: Interest($1 - $200)

Value

$1K - $15K

UST inf adj 0.625% 2/15/43 912810RA8

Government Securities and Agency Debt

Income: Interest($201 - $1K)

Value

$50K - $100K

US TREASURY STRIP 0%40 due 11/15/40 912834JH2

Government Securities and Agency Debt

Value

$15K - $50K

US TREASURY STRIP 0%40 DUE 11/15/40 STRIP FM 0%11/15/40

Government Securities and Agency Debt

Value

$15K - $50K

US TR STRIP 0%39 due 11/15/39 912834EV6

Government Securities and Agency Debt

Value

$15K - $50K

Utah 529

529 PortfolioExcepted Investment Fund

JointIncome: Tax-Deferred

Value

$250K - $500K

VanEck Emerging Markets High Yield Bond ETF (HYEM)

Exchange Traded Funds (ETF)Excepted Investment Fund

Income: Dividends($1K - $2.5K)

Value

$15K - $50K

Vanguard 500 Index Fd Admiral Shs (VFIAX)

Mutual FundsExcepted Investment Fund

Income: Dividends($15K - $50K)

Value

$1M - $5M

Vanguard Emerging Markets Government Bond ETF (VWOB)

Exchange Traded Funds (ETF)Excepted Investment Fund

Value

$15K - $50K

Vanguard Extended Market Index Fd Admiral Shs (VEXAX)

Mutual FundsExcepted Investment Fund

Income: Dividends($2.5K - $5K)

Value

$250K - $500K

Vanguard FTSE Emerging Markets ETF (VWO)

Exchange Traded Funds (ETF)Excepted Investment Fund

Income: Dividends($1K - $2.5K)

Value

$50K - $100K

Vanguard Mid-Cap Index Fund Admiral Shares (VIMAX)

Mutual FundsExcepted Investment Fund

Income: Dividends($5K - $15K)

Value

$250K - $500K

Vanguard Mortgage-Backed Securities ETF (VMBS)

Exchange Traded Funds (ETF)Excepted Investment Fund

Income: Dividends($5K - $15K)

Value

$15K - $50K

Vanguard Short-Term Inflation-Protected Securities Index Fund ETF Shares (VTIP) (Position 1)

Exchange Traded Funds (ETF)Excepted Investment Fund

Income: Dividends($2.5K - $5K)

Value

$15K - $50K

Vanguard Short-Term Inflation-Protected Securities Index Fund ETF Shares (VTIP) (Position 2)

Exchange Traded Funds (ETF)Excepted Investment Fund

Value

$15K - $50K

Vanguard Small-Cap Value ETF (VBR)

Exchange Traded Funds (ETF)Excepted Investment Fund

Income: Dividends($5K - $15K)

Value

$250K - $500K

Vanguard Tax-Managed Funds Vanguard Intermediate-Term Tax-Exempt Bond ETF (VTEI)

Exchange Traded Funds (ETF)Excepted Investment Fund

Income: Dividends($5K - $15K)

Value

$500K - $1M

Vanguard Tax Managed Small Cap Fund Admiral Cl (VTMSX)

Mutual FundsExcepted Investment Fund

Income: Dividends($2.5K - $5K)

Value

$100K - $250K

Vanguard Total International Stock ETF (VXUS)

Exchange Traded Funds (ETF)Excepted Investment Fund

Income: Dividends($2.5K - $5K)

Value

$50K - $100K

Vanguard Total Stock Market ETF (VTI)

Exchange Traded Funds (ETF)Excepted Investment Fund

Income: Dividends($5K - $15K)

Value

$500K - $1M

Vanguard U.S. Multifactor ETF (VFMF)

Exchange Traded Funds (ETF)Excepted Investment Fund

Income: Dividends($5K - $15K)

Value

$500K - $1M

VENDEE MORTGAGE 3.75%41ABS-SPCL DUE 10/15/41-112-

Asset-Backed Securities

Value

$15K - $50K

WASHINGTON MUT 4.6293%36ABS-SPCL DUE 01/25/36-05AR18-

Asset-Backed Securities

Value

$1K - $15K

WisdomTree Emerging Market SmallCap Fund (DGS)

Exchange Traded Funds (ETF)Excepted Investment Fund

Income: Dividends($1K - $2.5K)

Value

$50K - $100K

$500K - $1M

USBank

mortgage on SF condominium of son

Amount

$250K - $500K