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Michaela Barnett - Annual Financial Disclosure · Congress.wiki

HouseAnnual Report

Michaela Barnett

TN-02

Filed December 22, 2025

View Original Document

Transactions

0

Assets

61

Liabilities

4

Details

Report Title: Candidate Report
Submission Method: Electronic
Signed By: Michaela Barnett
Signed Date: December 21, 2025

Assets

61 assets

Checking (MB, Schwab)

Bank Accounts, Money Market Accounts and CDs

SelfIncome: Interest($1 - $200)

Value

$1,001 - $15,000

MB 401k ⇒ American Innovation

Liabilities

4 liabilities

Shopify Inc

Merchant cash advance

Self

Amount

$10,000 - $15,000

Shopify Inc

Merchant cash advance

Self

Other

SelfIncome: Tax-Deferred

Value

$1,001 - $15,000

MB 401k ⇒ DFA International Sustainability Core 1 Portfolio (DFSPX)

Mutual Funds

SelfIncome: Tax-Deferred

Value

$1,001 - $15,000

MB 401k ⇒ JPMorgan U.S. Sustainable Leaders Fund R6 (JIIGX)

Mutual Funds

SelfIncome: Tax-Deferred

Value

$1,001 - $15,000

MB Brokerage ⇒ Apple Inc. - Common Stock (AAPL)

Stocks (including ADRs)

SelfIncome: Dividends($1 - $200)

Value

$15,001 - $50,000

MB Brokerage ⇒ Calvert Global Energy Solutions Class A (CGAEX)

Mutual Funds

SelfIncome: Dividends

Value

$1,001 - $15,000

MB Brokerage (cash)

Bank Accounts, Money Market Accounts and CDs

SelfIncome: Interest($1 - $200)

Value

$1,001 - $15,000

MB Brokerage ⇒ Clearway Energy, Inc. Class C Common Stock (CWEN)

Stocks (including ADRs)

SelfIncome: Dividends($1 - $200)

Value

$1,001 - $15,000

MB Brokerage ⇒ Constellation Energy Corporation - Common Stock When-Issued (CEG)

Stocks (including ADRs)

SelfIncome: Dividends($1 - $200)

Value

$1,001 - $15,000

MB Brokerage ⇒ Fidelity New Markets Income Fund (FNMIX)

Mutual Funds

SelfIncome: Dividends($1 - $200)

Value

$1,001 - $15,000

MB Brokerage ⇒ IBERDROLA SA S/ADR (IBDRY)

Stocks (including ADRs)

SelfIncome: Dividends($1 - $200)

Value

$1,001 - $15,000

MB Brokerage ⇒ Microsoft Corporation - Common Stock (MSFT)

Stocks (including ADRs)

SelfIncome: Dividends($1 - $200)

Value

$1,001 - $15,000

MB Brokerage ⇒ Parnassus Core Equity Fund-Investor Shares (PRBLX)

Mutual Funds

SelfIncome: Dividends($1 - $200)

Value

$1,001 - $15,000

MB Brokerage ⇒ SCHNEIDER ELEC UNSP/ADR (SBGSY)

Stocks (including ADRs)

SelfIncome: Dividends($1 - $200)

Value

$1,001 - $15,000

MB Brokerage ⇒ SIEMENS ENERGY UNSP/ADR (SMNEY)

Stocks (including ADRs)

SelfIncome: None

Value

$1,001 - $15,000

MB Brokerage ⇒ State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX)

Exchange Traded Funds (ETF)

SelfIncome: Dividends($1 - $200)

Value

$1,001 - $15,000

MB Brokerage ⇒ Vert Global Sustainable Real Estate ETF (VGSR)

Exchange Traded Funds (ETF)

SelfIncome: Dividends($1 - $200)

Value

$1,001 - $15,000

MB Roth IRA ⇒ First Solar, Inc. - Common Stock (FSLR)

Stocks (including ADRs)

SelfIncome: None

Value

$1,001 - $15,000

MB Roth IRA ⇒ iShares ESG Advanced MSCI EM ETF (EMXF)

Exchange Traded Funds (ETF)

SelfIncome: Dividends($1 - $200)

Value

$1,001 - $15,000

MB Roth IRA ⇒ NextEra Energy, Inc. Common Stock (NEE) - 1

Stocks (including ADRs)

SelfIncome: Dividends($1 - $200)

Value

$1,001 - $15,000

MB Roth IRA ⇒ NextEra Energy, Inc. Common Stock (NEE) - 2

Stocks (including ADRs)

SelfIncome: Dividends($1 - $200)

Value

$1,001 - $15,000

MB Roth IRA ⇒ Schwab Ariel Opportunities ETF (SAEF)

Exchange Traded Funds (ETF)

SelfIncome: Dividends($1 - $200)

Value

$1,001 - $15,000

MB Roth IRA ⇒ Shopify Inc. - Class A Subordinate Voting Shares (SHOP)

Stocks (including ADRs)

SelfIncome: None

Value

$1,001 - $15,000

MB Roth IRA ⇒ State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX)

Exchange Traded Funds (ETF)

SelfIncome: None

Value

$1,001 - $15,000

MB Roth IRA ⇒ Tetra Tech, Inc. - Common Stock (TTEK)

Stocks (including ADRs)

SelfIncome: Dividends($1 - $200)

Value

$1,001 - $15,000

MB Roth IRA ⇒ Xylem Inc. Common Stock New (XYL)

Stocks (including ADRs)

SelfIncome: Dividends($1 - $200)

Value

$1,001 - $15,000

MB Traditional IRA ⇒ Invesco Solar ETF (TAN)

Exchange Traded Funds (ETF)

SelfIncome: Dividends

Value

$1,001 - $15,000

MB Traditional IRA ⇒ IRA (MB) (cash)

IRA (Held in Cash)

SelfIncome: Interest($1 - $200)

Value

$1,001 - $15,000

MB Traditional IRA ⇒ Netflix, Inc. - Common Stock (NFLX)

Stocks (including ADRs)

SelfIncome: None

Value

$1,001 - $15,000

MB Traditional IRA ⇒ Schwab S&P 500 Index Fund- Select Shares (SWPPX)

Mutual Funds

SelfIncome: Dividends($1 - $200)

Value

$1,001 - $15,000

MB Traditional IRA ⇒ Shopify Inc. - Class A Subordinate Voting Shares (SHOP)

Stocks (including ADRs)

SelfIncome: None

Value

$1,001 - $15,000

MB Traditional IRA ⇒ State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX)

Exchange Traded Funds (ETF)

SelfIncome: Dividends($1 - $200)

Value

$1,001 - $15,000

MB Traditional IRA ⇒ T-Mobile US, Inc. (TMUS)

Stocks (including ADRs)

SelfIncome: Dividends($1 - $200)

Value

$1,001 - $15,000

MF 401k ⇒ BlackRock LifePath Index 2050 Port Inv A Shs (LIPAX)

Mutual Funds

SpouseIncome: Tax-Deferred

Value

$100,001 - $250,000

MF Brokerage ⇒ Advanced Micro Devices, Inc. (AMD)

Stocks (including ADRs)

SpouseIncome: None

Value

$1,001 - $15,000

MF Brokerage ⇒ Direxion Daily S&P 500 Bull 3X Shares (SPXL)

Exchange Traded Funds (ETF)

SpouseIncome: None

Value

$1,001 - $15,000

MF Brokerage ⇒ Etsy, Inc. - Common Stock (ETSY)

Stocks (including ADRs)

SpouseIncome: None

Value

$1,001 - $15,000

MF Brokerage ⇒ GameStop Corporation Common Stock (GME)

Stocks (including ADRs)

SpouseIncome: None

Value

$1,001 - $15,000

MF Brokerage ⇒ Intel Corporation - Common Stock (INTC)

Stocks (including ADRs)

SpouseIncome: Dividends

Value

$1,001 - $15,000

MF Brokerage ⇒ Invesco Solar ETF (TAN)

Exchange Traded Funds (ETF)

SpouseIncome: None

Value

$1,001 - $15,000

MF Brokerage ⇒ iShares PHLX SOX Semiconductor Sector Index Fund (SOXX)

Exchange Traded Funds (ETF)

SpouseIncome: Dividends($1 - $200)

Value

$1,001 - $15,000

MF Brokerage ⇒ MF Brokerage - Cash

Bank Accounts, Money Market Accounts and CDs

SpouseIncome: Interest($201 - $1,000)

Value

$15,001 - $50,000

MF Brokerage ⇒ NextEra Energy, Inc. Common Stock (NEE)

Stocks (including ADRs)

SpouseIncome: Dividends($1 - $200)

Value

$1,001 - $15,000

MF Brokerage ⇒ Opendoor Technologies Inc - Common Stock (OPEN)

Stocks (including ADRs)

SpouseIncome: None

Value

$1,001 - $15,000

MF Brokerage ⇒ Super Micro Computer, Inc. - Common Stock (SMCI)

Stocks (including ADRs)

SpouseIncome: None

Value

$1,001 - $15,000

MF Brokerage ⇒ UnitedHealth Group Incorporated Common Stock (UNH)

Stocks (including ADRs)

SpouseIncome: None

Value

$1,001 - $15,000

MF Brokerage ⇒ Vanguard S&P 500 ETF (VOO)

Exchange Traded Funds (ETF)

SpouseIncome: Dividends($1 - $200)

Value

$15,001 - $50,000

MF Chase Savings (3735)

Bank Accounts, Money Market Accounts and CDs

SpouseIncome: Interest($1 - $200)

Value

$15,001 - $50,000

MF Discover Checking (0065)

Bank Accounts, Money Market Accounts and CDs

SpouseIncome: None

Value

$1,001 - $15,000

MF Discover Savings (0029)

Bank Accounts, Money Market Accounts and CDs

SpouseIncome: Interest($1,001 - $2,500)

Value

$15,001 - $50,000

MF Roth IRA ⇒ Apple Inc. - Common Stock (AAPL)

Stocks (including ADRs)

SpouseIncome: None

Value

$1,001 - $15,000

MF Roth IRA ⇒ Berkshire Hathaway Inc. New Common Stock (BRK.B)

Stocks (including ADRs)

SpouseIncome: None

Value

$1,001 - $15,000

MF Roth IRA ⇒ Fidelity MSCI Information Technology Index ETF (FTEC)

Exchange Traded Funds (ETF)

SpouseIncome: None

Value

$1,001 - $15,000

MF Roth IRA ⇒ ProShares UltraPro QQQ (TQQQ)

Exchange Traded Funds (ETF)

SpouseIncome: None

Value

$1,001 - $15,000

MF Roth IRA ⇒ State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX)

Exchange Traded Funds (ETF)

SpouseIncome: Tax-Deferred

Value

$1,001 - $15,000

Savings (1137)

Bank Accounts, Money Market Accounts and CDs

SelfIncome: Interest($1 - $200)

Value

$1,001 - $15,000

Savings (6560)

Bank Accounts, Money Market Accounts and CDs

SelfIncome: Interest($1 - $200)

Value

$1,001 - $15,000

Savings Account (0126)

Bank Accounts, Money Market Accounts and CDs

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

Value

$15,001 - $50,000

Savings Account (2919)

Bank Accounts, Money Market Accounts and CDs

JointIncome: Interest($1 - $200)

Value

$1,001 - $15,000

US Treasury Bond (I-Bond)

Other

SpouseIncome: Interest($1 - $200)

Value

$1,001 - $15,000

US Treasury Bond (I-Bond)

Other

SelfIncome: Interest($1 - $200)

Value

$1,001 - $15,000

Amount

$15,001 - $50,000

Shopify Inc

Merchant cash advance

Self

Amount

$15,001 - $50,000

Square Inc

Merchant loan

Self

Amount

$10,000 - $15,000