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HouseAnnual Report

Jonathan White

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MD-04

Filed December 31, 2025

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Transactions

0

Assets

18

Liabilities

0

Details

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

Assets

18 assets

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

Mutual Funds

SelfIncome: Dividends($201 - $1K)

Value

$15K - $50K

Brown Advisory Sustainable Growth Fd Inv Shs (BIAWX)

HouseAnnual Report

Jonathan White

View Profile

MD-04

Filed December 31, 2025

View Original Document

Transactions

0

Assets

18

Liabilities

0

Details

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

Assets

18 assets

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

Mutual Funds

SelfIncome: Dividends($201 - $1K)

Value

$15K - $50K

Brown Advisory Sustainable Growth Fd Inv Shs (BIAWX)

Mutual Funds

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

Value

$15K - $50K

Calvert Bond Fund Class A (CSIBX)

Mutual Funds

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

Value

$15K - $50K

Calvert Equity Fund Class A (CSIEX)

Mutual Funds

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

Value

$50K - $100K

Fidelity Climate Action Fund (FCAEX)

Mutual Funds

SpouseIncome: Dividends($201 - $1K)

Value

$15K - $50K

Fidelity Freedom 2040 Fund: Class K6 (FHTKX)

Mutual Funds

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

Value

$100K - $250K

Fidelity Water Sustainability Fund (FLOWX)

Mutual Funds

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

Value

$50K - $100K

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

Exchange Traded Funds (ETF)

SpouseIncome: Dividends($201 - $1K)

Value

$15K - $50K

Invesco WilderHill Clean Energy ETF (PBW)

Exchange Traded Funds (ETF)

SpouseIncome: Dividends($1 - $200)

Value

$1K - $15K

Maryland Prepaid College Tuition Plan - DC1

529 Prepaid Tuition Plan

Dependent ChildIncome: Tax-Deferred

Value

$50K - $100K

Maryland Prepaid College Tuition Plan - DC1

529 Prepaid Tuition Plan

Dependent ChildIncome: Tax-Deferred

Value

$50K - $100K

MSIF Global Opportunity Portfolio Class A (MGGPX)

Mutual Funds

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

Value

$15K - $50K

NIH FCU

Bank Accounts, Money Market Accounts and CDs

SelfIncome: Dividends($1 - $200)

Value

$1K - $15K

NIH FCU (spouse)

Bank Accounts, Money Market Accounts and CDs

SpouseIncome: Dividends($1 - $200)

Value

$15K - $50K

Schwab Rollover IRA

IRA (Held in Cash)

SpouseIncome: Interest($1 - $200)

Value

$15K - $50K

Touchstone Non-US Equity Fund A (TEQAX)

Mutual Funds

SelfIncome: Dividends($201 - $1K)

Value

$50K - $100K

Truist Bank account

Bank Accounts, Money Market Accounts and CDs

JointIncome: Interest($1 - $200)

Value

$1K - $15K

Vanguard Growth Index Fd Admiral Shs (VIGAX)

Mutual Funds

SelfIncome: Dividends($201 - $1K)

Value

$250K - $500K