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Scott MacLeod - Annual Financial Disclosure · Congress.wiki

HouseAnnual Report

Scott MacLeod

TX-10

Filed December 17, 2025

View Original Document

Transactions

0

Assets

24

Liabilities

1

Details

Report Title: Candidate Report
Submission Method: Electronic
Signed By: Scott MacLeod
Signed Date: December 17, 2025

Assets

24 assets

Burleson County land

Real Property

SelfIncome: None

Value

$500K - $1M

Burleson County land Royalties

Intellectual Property & Royalties

Liabilities

1 liability

Mr. Cooper

Primary home mortgage

Self

Amount

$100K - $250K

SelfIncome: Royalties($201 - $1K)

Value

Not disclosed

Chase checking

Bank Accounts, Money Market Accounts and CDs

JointIncome: Interest

Value

$15K - $50K

Chase Savings -4669

Bank Accounts, Money Market Accounts and CDs

SelfIncome: Interest($1 - $200)

Value

$15K - $50K

Fidelity - Amy ⇒ Fidelity Balanced Fund (FBALX)

Mutual FundsExcepted Investment Fund

SpouseIncome: Tax-Deferred

Value

$50K - $100K

Fidelity - Amy ⇒ Fidelity Cash Reserves (FDRXX)

Mutual FundsExcepted Investment Fund

SpouseIncome: Tax-Deferred

Value

$1K - $15K

Fidelity - Amy ⇒ Fidelity Oxford Street Trust: Fidelity Four-In-One Index Fund (FFNOX)

Mutual FundsExcepted Investment Fund

SpouseIncome: Tax-Deferred

Value

$15K - $50K

Fidelity - Faith ⇒ NH Portfolio 2027 (Fidelity funds)

529 Portfolio

DependentIncome: Tax-Deferred

Value

$50K - $100K

Fidelity - Grace ⇒ NH Bank Deposit Portfolio

529 Portfolio

DependentIncome: Tax-Deferred

Value

$15K - $50K

Morgan Stanley - 4032 ⇒ ClearBridge Value Fund - Class A (LGVAX)

Mutual FundsExcepted Investment Fund

JointIncome: Capital Gains, Dividends($1 - $200)

Value

$1K - $15K

Morgan Stanley - 4032 ⇒ Opportunity Trust - Class A (LGOAX)

Mutual FundsExcepted Investment Fund

JointIncome: Capital Gains, Dividends($1 - $200)

Value

$15K - $50K

Morgan Stanley - 4036 ⇒ American Funds Investment Co of America A (AIVSX)

Mutual FundsExcepted Investment Fund

SelfIncome: Tax-Deferred

Value

$15K - $50K

Morgan Stanley - 4036 ⇒ American Funds SMALLCAP World A (SMCWX)

Mutual FundsExcepted Investment Fund

SelfIncome: Tax-Deferred

Value

$1K - $15K

Morgan Stanley - 4036 ⇒ ClearBridge Small Cap Fund Class A (LMSAX)

Mutual FundsExcepted Investment Fund

SelfIncome: Tax-Deferred

Value

$1K - $15K

Morgan Stanley - 4036 ⇒ ClearBridge Value Fund - Class A (LGVAX)

Mutual FundsExcepted Investment Fund

SelfIncome: Tax-Deferred

Value

$1K - $15K

Morgan Stanley - 4036 ⇒ New Perspective Fund, Class A Shares (ANWPX)

Mutual FundsExcepted Investment Fund

SelfIncome: Tax-Deferred

Value

$15K - $50K

Morgan Stanley - 4036 ⇒ Verizon Communications Inc. Common Stock (VZ)

Stocks (including ADRs)

SelfIncome: Tax-Deferred

Value

$1K - $15K

Morgan Stanley - 4037 ⇒ Cash

IRA (Held in Cash)

SelfIncome: Tax-Deferred

Value

$15K - $50K

Morgan Stanley - 4037 ⇒ ClearBridge Small Cap Fund Class A (LMSAX)

Mutual FundsExcepted Investment Fund

SelfIncome: Tax-Deferred

Value

$15K - $50K

Morgan Stanley - 4037 ⇒ ClearBridge Value Fund - Class A (LGVAX)

Mutual FundsExcepted Investment Fund

SelfIncome: Tax-Deferred

Value

$15K - $50K

Morgan Stanley - 4037 ⇒ Opportunity Trust - Class A (LGOAX)

Mutual FundsExcepted Investment Fund

SelfIncome: Tax-Deferred

Value

$1K - $15K

Ownership Common Stock (Augmented Training Systems, Inc.)

Stock (Not Publicly Traded)

SelfIncome: None

Value

Not disclosed

USAA Performance First savings

Bank Accounts, Money Market Accounts and CDs

JointIncome: Interest($1 - $200)

Value

$1K - $15K

Victory Precious Metals and Minerals Fund (USAGX)

Mutual FundsExcepted Investment Fund

SelfIncome: Capital Gains, Dividends

Value

$15K - $50K