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Dr. Aaron Gies - Annual Financial Disclosure · Congress.wiki

HouseAnnual Report

Dr. Aaron Gies

NY-NY23

Filed February 13, 2026

View Original Document

Transactions

0

Assets

40

Liabilities

2

Details

Report Title: Candidate Report
Signed By: Dr. Aaron Gies
Signed Date: February 13, 2026

Assets

40 assets

401K ⇒ American Funds Global Balanced Fd Cl R-2 (RGBBX)

Mutual FundsExcepted Investment Fund

SpouseIncome: Tax-Deferred

Value

$15,001 - $50,000

Liabilities

2 liabilities

NYSERDA

Solar Panel Loan

Self

Amount

$15,001 - $50,000

Wells Fargo

long-term business loan

Spouse

Amount

401K ⇒ American Funds - SMALLCAP World Fund Inc Class R-2 Shares (RSLBX)

Mutual FundsExcepted Investment Fund

SpouseIncome: Tax-Deferred

Value

$1,001 - $15,000

401K ⇒ American Funds - The New Economy Fund Class R-2 Shares (RNGBX)

Mutual FundsExcepted Investment Fund

SpouseIncome: Tax-Deferred

Value

$15,001 - $50,000

401K ⇒ New Perspective Fund, Class R-2 Shares (RNPBX)

Mutual FundsExcepted Investment Fund

SpouseIncome: Tax-Deferred

Value

$15,001 - $50,000

401K ⇒ The Bond Fund of America, Class R-2 Shares (RBFBX)

Mutual FundsExcepted Investment Fund

SpouseIncome: Tax-Deferred

Value

$1,001 - $15,000

401K ⇒ The Growth Fund of America Class R-2 Shares (RGABX)

Mutual FundsExcepted Investment Fund

SpouseIncome: Tax-Deferred

Value

$50,001 - $100,000

401K ⇒ The Income Fund of America, Class R-2 Shares (RIDBX)

Mutual FundsExcepted Investment Fund

SpouseIncome: Tax-Deferred

Value

$15,001 - $50,000

529 ⇒ American Balanced Fund, Class 529-A Shares (CLBAX)

Mutual FundsExcepted Investment Fund

SpouseIncome: None

Value

$15,001 - $50,000

529 ⇒ American Funds College 2039 Fund Class 529-A (CDJAX)

Mutual FundsExcepted Investment Fund

SpouseIncome: None

Value

$15,001 - $50,000

529 ⇒ American Funds College 2039 Fund Class 529-A (CDJAX)

Mutual FundsExcepted Investment Fund

SpouseIncome: None

Value

$1,001 - $15,000

529 ⇒ American Funds College Fund 2036 Class 529-A (CCFAX)

Mutual FundsExcepted Investment Fund

SpouseIncome: None

Value

$1,001 - $15,000

529 ⇒ The Growth Fund of America Class 529-A Shares (CGFAX)

Mutual FundsExcepted Investment Fund

SpouseIncome: None

Value

$15,001 - $50,000

529 ⇒ The Income Fund of America, Class 529-A Shares (CIMAX)

Mutual FundsExcepted Investment Fund

SpouseIncome: None

Value

$15,001 - $50,000

Annuity ⇒ RILA

Other

SpouseIncome: Tax-Deferred

Value

$250,001 - $500,000

Annuity ⇒ RILA

Other

SpouseIncome: Tax-Deferred

Value

$50,001 - $100,000

Brokerage Account ⇒ AMCAP Fund, Class A Shares A (AMCPX)

Mutual FundsExcepted Investment Fund

JointIncome: Capital Gains($2,501 - $5,000)

Value

$50,001 - $100,000

Brokerage Account ⇒ American Balanced Fund, Class A Shs (ABALX)

Mutual FundsExcepted Investment Fund

JointIncome: Capital Gains

Value

$1,001 - $15,000

Brokerage Account ⇒ American Fds, American High-Income Municipal Bond Fd, Class A (AMHIX)

Mutual FundsExcepted Investment Fund

JointIncome: None

Value

$15,001 - $50,000

Brokerage Account ⇒ American Funds Global Insight Fund Class A (AGVFX)

Mutual FundsExcepted Investment Fund

JointIncome: None

Value

$50,001 - $100,000

Brokerage Account ⇒ American Funds Inflation Linked Bond Fund - Class A (BFIAX)

Mutual FundsExcepted Investment Fund

JointIncome: None

Value

$15,001 - $50,000

Brokerage Account ⇒ American Funds Investment Co of America A (AIVSX)

Mutual FundsExcepted Investment Fund

JointIncome: Capital Gains($201 - $1,000)

Value

$50,001 - $100,000

Brokerage Account ⇒ American Funds U.S. Government Money Market Fund Class A (AFAXX)

Mutual FundsExcepted Investment Fund

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

Value

$1 - $1,000

Brokerage Account ⇒ American Mutual Fund Class A Shares (AMRMX)

Mutual FundsExcepted Investment Fund

JointIncome: Capital Gains

Value

$50,001 - $100,000

Brokerage Account ⇒ Fundamental Investors, Class A Shares (ANCFX)

Mutual FundsExcepted Investment Fund

JointIncome: Capital Gains($1,001 - $2,500)

Value

$50,001 - $100,000

Brokerage Account ⇒ The Bond Fund of America, Class A Shares (ABNDX)

Mutual FundsExcepted Investment Fund

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

Value

$15,001 - $50,000

Brokerage Account ⇒ The Growth Fund of America Class A Shares (AGTHX)

Mutual FundsExcepted Investment Fund

JointIncome: Capital Gains

Value

$15,001 - $50,000

Brokerage Account ⇒ The Income Fund of America, Class A Shares (AMECX)

Mutual FundsExcepted Investment Fund

JointIncome: Capital Gains, Dividends($201 - $1,000)

Value

$1,001 - $15,000

Enchanted Mountains Vet. Care PLLC, 100% Interest

Ownership Interest (Engaged in a Trade or Business)

SpouseIncome: Flow Through($100,001 - $1,000,000)

Value

$1,000,001 - $5,000,000

Roth IRA ⇒ AMCAP Fund, Class A Shares A (AMCPX)

Mutual FundsExcepted Investment Fund

SelfIncome: None

Value

$1,001 - $15,000

Roth IRA ⇒ AMCAP Fund, Class A Shares A (AMCPX)

Mutual FundsExcepted Investment Fund

SpouseIncome: None

Value

$1,001 - $15,000

Roth IRA ⇒ American Balanced Fund, Class A Shs (ABALX)

Mutual FundsExcepted Investment Fund

SelfIncome: None

Value

$1,001 - $15,000

Roth IRA ⇒ American Balanced Fund, Class A Shs (ABALX)

Mutual FundsExcepted Investment Fund

SpouseIncome: None

Value

$1,001 - $15,000

Roth IRA ⇒ American Funds Investment Co of America A (AIVSX)

Mutual FundsExcepted Investment Fund

SpouseIncome: None

Value

$1,001 - $15,000

Roth IRA ⇒ American Funds Investment Co of America A (AIVSX)

Mutual FundsExcepted Investment Fund

SelfIncome: None

Value

$1,001 - $15,000

Roth IRA ⇒ The Growth Fund of America Class A Shares (AGTHX)

Mutual FundsExcepted Investment Fund

SelfIncome: None

Value

$1,001 - $15,000

Roth IRA ⇒ The Growth Fund of America Class A Shares (AGTHX)

Mutual FundsExcepted Investment Fund

SpouseIncome: None

Value

$1,001 - $15,000

Roth IRA ⇒ The Income Fund of America, Class A Shares (AMECX)

Mutual FundsExcepted Investment Fund

SelfIncome: None

Value

$1,001 - $15,000

Roth IRA ⇒ The Income Fund of America, Class A Shares (AMECX)

Mutual FundsExcepted Investment Fund

SpouseIncome: None

Value

$1,001 - $15,000

Whole Life Insurance ⇒ Whole life policy

Whole/Universal Insurance

SpouseIncome: None

Value

$15,001 - $50,000

Whole Life Insurance ⇒ Whole life policy

Whole/Universal Insurance

SpouseIncome: None

Value

$1,001 - $15,000

$250,001 - $500,000