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James Leuschen - Annual Financial Disclosure · Congress.wiki

HouseAnnual Report

James Leuschen

NE-NE02

Filed October 11, 2025

View Original Document

Transactions

0

Assets

20

Liabilities

2

Details

Report Title: Financial Disclosure Report
Submission Method: Electronic
Signed By: James Leuschen
Signed Date: October 11, 2025

Assets

20 assets

Congressional Federal Credit Union Checking

Bank Accounts, Money Market Accounts and CDs

JointIncome: None

Value

$50K - $100K

DC College Savings Plan ⇒ U.S. Large Cap Equity Portfolio

Liabilities

2 liabilities

Citibank

Credit Card

Joint

Amount

$15K - $50K

Citizens Bank

Student Loan

Spouse

Amount

529 Portfolio

Excepted Investment Fund

SelfIncome: Tax-Deferred

Value

$1K - $15K

Fidelity Account ⇒ Apple Inc. - Common Stock (AAPL)

Stocks (including ADRs)

SelfIncome: None

Value

$1K - $15K

Fidelity Account ⇒ Berkshire Hathaway Inc. New Common Stock (BRK.B)

Stocks (including ADRs)

SelfIncome: None

Value

$1K - $15K

Fidelity Account ⇒ Fidelity Brokerage Account Cash

Bank Accounts, Money Market Accounts and CDs

SelfIncome: Interest($201 - $1K)

Value

$15K - $50K

Fidelity Account ⇒ iShares Core S&P 500 ETF (IVV)

Exchange Traded Funds (ETF)Excepted Investment Fund

SelfIncome: None

Value

$50K - $100K

Fidelity Account ⇒ iShares Core U.S. Aggregate Bond ETF (AGG)

Exchange Traded Funds (ETF)Excepted Investment Fund

SelfIncome: Dividends($1 - $200)

Value

$1K - $15K

Fidelity Account ⇒ iShares Russell 2000 ETF (IWM)

Exchange Traded Funds (ETF)Excepted Investment Fund

SelfIncome: None

Value

$15K - $50K

Fidelity Account ⇒ Midfirst CD

Bank Accounts, Money Market Accounts and CDs

SelfIncome: None

Value

$15K - $50K

Fidelity Account ⇒ NVIDIA Corporation - Common Stock (NVDA)

Stocks (including ADRs)

SelfIncome: None

Value

$1K - $15K

Medstar 403(b) ⇒ Baird Core Plus Bond Fund Institutional Class (BCOIX)

Mutual FundsExcepted Investment Fund

SpouseIncome: Tax-Deferred

Value

$1K - $15K

Medstar 403(b) ⇒ Fidelity 500 Index Fund (FXAIX)

Mutual FundsExcepted Investment Fund

SpouseIncome: Tax-Deferred

Value

$100K - $250K

Medstar 403(b) ⇒ Fidelity Freedom 2050 Fund: Class K (FNSBX)

Mutual FundsExcepted Investment Fund

SpouseIncome: Tax-Deferred

Value

$50K - $100K

Medstar 403(b) ⇒ Hartford Schroders Emerging Markets Equity Fund (SEMTX)

Mutual FundsExcepted Investment Fund

SpouseIncome: Tax-Deferred

Value

$15K - $50K

Medstar 403(b) ⇒ iShares U.S. Aggregate Bond Index Fund - Class K (WFBIX)

Mutual FundsExcepted Investment Fund

SpouseIncome: Tax-Deferred

Value

$1K - $15K

Medstar 403(b) ⇒ Segall Bryant & Hamill Small Cap Value Fund Institutional Class (SBHVX)

Mutual FundsExcepted Investment Fund

SpouseIncome: Tax-Deferred

Value

$15K - $50K

Medstar 457(b) ⇒ Baird Core Plus Bond Fund Institutional Class (BCOIX)

Mutual FundsExcepted Investment Fund

SpouseIncome: Tax-Deferred

Value

$1K - $15K

Medstar 457(b) ⇒ Fidelity Freedom 2050 Fund: Class K (FNSBX)

Mutual FundsExcepted Investment Fund

SpouseIncome: Tax-Deferred

Value

$100K - $250K

Medstar 457(b) ⇒ iShares U.S. Aggregate Bond Index Fund - Class K (WFBIX)

Mutual FundsExcepted Investment Fund

SpouseIncome: Tax-Deferred

Value

$1K - $15K

Metro FCU Checking

Bank Accounts, Money Market Accounts and CDs

JointIncome: None

Value

$15K - $50K

$100K - $250K