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James Martin - Annual Financial Disclosure · Congress.wiki

HouseAnnual Report

James Martin

FL-21

Filed January 5, 2026

View Original Document

Transactions

0

Assets

16

Liabilities

1

Details

Report Title: Financial Disclosure Report
Submission Method: Electronic
Signed By: James Martin
Signed Date: January 4, 2026

Assets

16 assets

529 Plan

529 Prepaid Tuition Plan

DependentIncome: Tax-Deferred

Value

$15,001 - $50,000

Goldman Sachs Enhanced U.S. Equity ETF (GUSE)

Exchange Traded Funds (ETF)

Liabilities

1 liability

Citizens Bank

Mortgage on primary residence

Joint

Amount

$250,001 - $500,000

SpouseIncome: Tax-Deferred

Value

$15,001 - $50,000

Goldman Sachs Enhanced U.S. Equity ETF (GUSE)

Exchange Traded Funds (ETF)

SelfIncome: Tax-Deferred

Value

$1,001 - $15,000

Savings Account

Bank Accounts, Money Market Accounts and CDs

JointIncome: Interest($2,501 - $5,000)

Value

$15,001 - $50,000

Vanguard Target Retirement 2045 Fund (VTIVX)

Mutual Funds

SpouseIncome: Tax-Deferred

Value

$1,001 - $15,000

Vanguard Target Retirement 2055 Fund (VFFVX)

Mutual Funds

SpouseIncome: Tax-Deferred

Value

$50,001 - $100,000

Victory Aggressive Growth Fund Shares (USAUX)

Mutual Funds

SpouseIncome: Tax-Deferred

Value

$1,001 - $15,000

Victory Aggressive Growth Fund Shares (USAUX)

Mutual Funds

SelfIncome: Tax-Deferred

Value

$15,001 - $50,000

Victory Capital Growth Fund Shares (USCGX)

Mutual Funds

SelfIncome: Tax-Deferred

Value

$1,001 - $15,000

Victory Cornerstone Aggressive Fund (UCAGX)

Mutual Funds

SelfIncome: Tax-Deferred

Value

$1,001 - $15,000

Victory Cornerstone Moderately Aggressive Fund (USCRX)

Mutual Funds

SpouseIncome: Tax-Deferred

Value

$1,001 - $15,000

Victory Growth Fund Shares (USAAX)

Mutual Funds

SelfIncome: Tax-Deferred

Value

$15,001 - $50,000

Victory Growth Fund Shares (USAAX)

Mutual Funds

SpouseIncome: Tax-Deferred

Value

$1,001 - $15,000

Victory Nasdaq-100 Index Fund Shares (USNQX)

Mutual Funds

SelfIncome: Tax-Deferred

Value

$15,001 - $50,000

Victory Science & Technology Fund Shares (USSCX)

Mutual Funds

SelfIncome: Tax-Deferred

Value

$15,001 - $50,000

Victory Target Retirement 2060 Fund (URSIX)

Mutual Funds

SpouseIncome: Tax-Deferred

Value

$1,001 - $15,000