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Jonathan White - Annual Financial Disclosure · Congress.wiki

HouseAnnual Report

Jonathan White

MD-04

Filed December 31, 2025

View Original Document

Transactions

0

Assets

18

Liabilities

0

Details

Report Title: Candidate Report
Signed By: Jonathan White
Signed Date: December 30, 2025

Assets

18 assets

American Century High-Yield Municipal Fund Investor Class (ABHYX)

Mutual FundsExcepted Investment Fund

SelfIncome: Dividends($201 - $1,000)

Value

$15,001 - $50,000

Brown Advisory Sustainable Growth Fd Inv Shs (BIAWX)

Mutual FundsExcepted Investment Fund

SelfIncome: Dividends($1,001 - $2,500)

Value

$15,001 - $50,000

Calvert Bond Fund Class A (CSIBX)

Mutual FundsExcepted Investment Fund

SpouseIncome: Dividends($1,001 - $2,500)

Value

$15,001 - $50,000

Calvert Equity Fund Class A (CSIEX)

Mutual FundsExcepted Investment Fund

SelfIncome: Dividends($2,501 - $5,000)

Value

$50,001 - $100,000

Fidelity Climate Action Fund (FCAEX)

Mutual FundsExcepted Investment Fund

SpouseIncome: Dividends($201 - $1,000)

Value

$15,001 - $50,000

Fidelity Freedom 2040 Fund: Class K6 (FHTKX)

Mutual FundsExcepted Investment Fund

SpouseIncome: Dividends($2,501 - $5,000)

Value

$100,001 - $250,000

Fidelity Water Sustainability Fund (FLOWX)

Mutual FundsExcepted Investment Fund

SpouseIncome: Dividends($1,001 - $2,500)

Value

$50,001 - $100,000

First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID)

Exchange Traded Funds (ETF)Excepted Investment Fund

SpouseIncome: Dividends($201 - $1,000)

Value

$15,001 - $50,000

Invesco WilderHill Clean Energy ETF (PBW)

Exchange Traded Funds (ETF)Excepted Investment Fund

SpouseIncome: Dividends($1 - $200)

Value

$1,001 - $15,000

Maryland Prepaid College Tuition Plan - DC1

529 Prepaid Tuition Plan

DependentIncome: Tax-Deferred

Value

$50,001 - $100,000

Maryland Prepaid College Tuition Plan - DC2

529 Prepaid Tuition Plan

DependentIncome: Tax-Deferred

Value

$50,001 - $100,000

MSIF Global Opportunity Portfolio Class A (MGGPX)

Mutual FundsExcepted Investment Fund

SelfIncome: Dividends($1,001 - $2,500)

Value

$15,001 - $50,000

NIH FCU

Bank Accounts, Money Market Accounts and CDs

SelfIncome: Dividends($1 - $200)

Value

$1,001 - $15,000

NIH FCU (spouse)

Bank Accounts, Money Market Accounts and CDs

SpouseIncome: Dividends($1 - $200)

Value

$15,001 - $50,000

Schwab Rollover IRA

IRA (Held in Cash)

SpouseIncome: Interest($1 - $200)

Value

$15,001 - $50,000

Touchstone Non-US Equity Fund A (TEQAX)

Mutual FundsExcepted Investment Fund

SelfIncome: Dividends($201 - $1,000)

Value

$50,001 - $100,000

Truist Bank account

Bank Accounts, Money Market Accounts and CDs

JointIncome: Interest($1 - $200)

Value

$1,001 - $15,000

Vanguard Growth Index Fd Admiral Shs (VIGAX)

Mutual FundsExcepted Investment Fund

SelfIncome: Dividends($201 - $1,000)

Value

$250,001 - $500,000