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HouseAnnual Report

James Martin

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FL-21

Filed January 5, 2026

View Original Document

Transactions

0

Assets

16

Liabilities

1

Details

Report Title: Candidate Report
Signed By: James Martin
Signed Date: January 4, 2026

Assets

16 assets

529 Plan (Location: FL)

529 Prepaid Tuition Plan

DependentIncome: Tax-Deferred

Value

$15K - $50K

Goldman Sachs Enhanced U.S. Equity ETF (GUSE) - Roth IRA 1

Liabilities

1 liability

Citizens Bank

Mortgage on primary residence

Joint

Amount

$250K - $500K

HouseAnnual Report

James Martin

View Profile

FL-21

Filed January 5, 2026

View Original Document

Transactions

0

Assets

16

Liabilities

1

Details

Report Title: Candidate Report
Signed By: James Martin
Signed Date: January 4, 2026

Assets

16 assets

529 Plan (Location: FL)

529 Prepaid Tuition Plan

DependentIncome: Tax-Deferred

Value

$15K - $50K

Goldman Sachs Enhanced U.S. Equity ETF (GUSE) - Roth IRA 1

Liabilities

1 liability

Citizens Bank

Mortgage on primary residence

Joint

Amount

$250K - $500K

Exchange Traded Funds (ETF)

SelfIncome: Tax-Deferred

Value

$1K - $15K

Goldman Sachs Enhanced U.S. Equity ETF (GUSE) - Roth IRA 2

Exchange Traded Funds (ETF)

SpouseIncome: Tax-Deferred

Value

$15K - $50K

Savings Account

Bank Accounts, Money Market Accounts and CDs

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

Value

$15K - $50K

Vanguard Target Retirement 2045 Fund (VTIVX) - 401K 1

Mutual Funds

SpouseIncome: Tax-Deferred

Value

$1K - $15K

Vanguard Target Retirement 2055 Fund (VFFVX) - 401K 2

Mutual Funds

SpouseIncome: Tax-Deferred

Value

$50K - $100K

Victory Aggressive Growth Fund Shares (USAUX) - Roth IRA 1

Mutual Funds

SelfIncome: Tax-Deferred

Value

$15K - $50K

Victory Aggressive Growth Fund Shares (USAUX) - Roth IRA 2

Mutual Funds

SpouseIncome: Tax-Deferred

Value

$1K - $15K

Victory Capital Growth Fund Shares (USCGX) - Roth IRA 1

Mutual Funds

SelfIncome: Tax-Deferred

Value

$1K - $15K

Victory Cornerstone Aggressive Fund (UCAGX) - Roth IRA 1

Mutual Funds

SelfIncome: Tax-Deferred

Value

$1K - $15K

Victory Cornerstone Moderately Aggressive Fund (USCRX) - Roth IRA 2

Mutual Funds

SpouseIncome: Tax-Deferred

Value

$1K - $15K

Victory Growth Fund Shares (USAAX) - Roth IRA 1

Mutual Funds

SelfIncome: Tax-Deferred

Value

$15K - $50K

Victory Growth Fund Shares (USAAX) - Roth IRA 2

Mutual Funds

SpouseIncome: Tax-Deferred

Value

$1K - $15K

Victory Nasdaq-100 Index Fund Shares (USNQX) - Roth IRA 1

Mutual Funds

SelfIncome: Tax-Deferred

Value

$15K - $50K

Victory Science & Technology Fund Shares (USSCX) - Roth IRA 1

Mutual Funds

SelfIncome: Tax-Deferred

Value

$15K - $50K

Victory Target Retirement 2060 Fund (URSIX) - Roth IRA 2

Mutual Funds

SpouseIncome: Tax-Deferred

Value

$1K - $15K