Congress.wiki Alpha

Color Theme:

About How Congress Works Quiz Congress Wrapped Support Us Roadmap Health Privacy Policy Terms of Service

WhiteHouse.wiki SCOTUS.wiki

This is not an official government website.

Copyright © 2026 PLEJ LC. All rights reserved.

Robert Smullen - Annual Financial Disclosure · Congress.wiki

HouseAnnual Report

Robert Smullen

NY-NY21

Filed March 20, 2026

View Original Document

Transactions

0

Assets

134

Liabilities

1

Details

Report Title: Candidate Report
Signed By: Robert Smullen
Signed Date: March 20, 2026

Assets

134 assets

Megan Smullen IRA ⇒ Invesco KBW Bank ETF (KBWB)

Exchange Traded Funds (ETF)

SpouseIncome: Tax-Deferred

Value

$1K - $15K

Megan Smullen IRA ⇒ Invesco Nasdaq Internet ETF (PNQI)

Liabilities

1 liability

Navy Federal Credit Union

Home Equity Line of Credit

Joint

Amount

$100K - $250K

Exchange Traded Funds (ETF)

SpouseIncome: Tax-Deferred

Value

$1K - $15K

Megan Smullen IRA ⇒ Invesco QQQ Trust, Series 1 (QQQ)

Exchange Traded Funds (ETF)

SpouseIncome: Tax-Deferred

Value

$50K - $100K

Megan Smullen IRA ⇒ iShares Global Energy ETF (IXC)

Exchange Traded Funds (ETF)

SpouseIncome: Tax-Deferred

Value

$1K - $15K

Megan Smullen IRA ⇒ iShares Global Healthcare ETF (IXJ)

Exchange Traded Funds (ETF)

SpouseIncome: Tax-Deferred

Value

$1K - $15K

Megan Smullen IRA ⇒ iShares Global Tech ETF (IXN)

Exchange Traded Funds (ETF)

SpouseIncome: Tax-Deferred

Value

$15K - $50K

Megan Smullen IRA ⇒ iShares MSCI Europe Financials ETF (EUFN)

Exchange Traded Funds (ETF)

SpouseIncome: Tax-Deferred

Value

$1K - $15K

Megan Smullen IRA ⇒ iShares MSCI Eurozone ETF (EZU)

Exchange Traded Funds (ETF)

SpouseIncome: Tax-Deferred

Value

$1K - $15K

Megan Smullen IRA ⇒ iShares MSCI Global Select Metals & Mining Producers Fund (PICK)

Exchange Traded Funds (ETF)

SpouseIncome: Tax-Deferred

Value

$1K - $15K

Megan Smullen IRA ⇒ iShares MSCI Japan Index Fund (EWJ)

Exchange Traded Funds (ETF)

SpouseIncome: Tax-Deferred

Value

$1K - $15K

Megan Smullen IRA ⇒ iShares MSCI Switzerland ETF (EWL)

Exchange Traded Funds (ETF)

SpouseIncome: Tax-Deferred

Value

$1K - $15K

Megan Smullen IRA ⇒ iShares MSCI United Kingdom ETF (EWU)

Exchange Traded Funds (ETF)

SpouseIncome: Tax-Deferred

Value

$1K - $15K

Megan Smullen IRA ⇒ iShares U.S. Broker-Dealers & Securities Exchanges ETF (IAI)

Exchange Traded Funds (ETF)

SpouseIncome: Tax-Deferred

Value

$1K - $15K

Megan Smullen IRA ⇒ iShares U.S. Financial ETF (IYF)

Exchange Traded Funds (ETF)

SpouseIncome: Tax-Deferred

Value

$1K - $15K

Megan Smullen IRA ⇒ State Street Consumer Discretionary Select Sector SPDR ETF (XLY)

Exchange Traded Funds (ETF)

SpouseIncome: Tax-Deferred

Value

$1K - $15K

Megan Smullen IRA ⇒ State Street Consumer Staples Select Sector SPDR ETF (XLP)

Exchange Traded Funds (ETF)

SpouseIncome: Tax-Deferred

Value

$1K - $15K

Megan Smullen IRA ⇒ State Street Industrial Select Sector SPDR ETF (XLI)

Exchange Traded Funds (ETF)

SpouseIncome: Tax-Deferred

Value

$15K - $50K

Megan Smullen IRA ⇒ Vanguard FTSEEuropean ETF (VGK)

Exchange Traded Funds (ETF)

SpouseIncome: Tax-Deferred

Value

$15K - $50K

Navy Federal

Bank Accounts, Money Market Accounts and CDs

JointIncome: Interest($1 - $200)

Value

$15K - $50K

NYS 529

529 Portfolio

Dependent Child

Value

$50K - $100K

NYS 529

529 Portfolio

Dependent Child

Value

$15K - $50K

NYS Deferred Compensation Program ⇒ T. Rowe Price 2050 Retirement Fund (TRRMX)

Mutual Funds

SelfIncome: Tax-Deferred

Value

$50K - $100K

NYS Deferred Compensation Program ⇒ T. Rowe Price Retirement 2035 Fund (TRRJX)

Mutual Funds

SelfIncome: Tax-Deferred

Value

$50K - $100K

NYS Deferred Compensation Program ⇒ T. Rowe Price Retirement 2040 Fund (TRRDX)

Mutual Funds

SelfIncome: Tax-Deferred

Value

$50K - $100K

NYS Deferred Compensation Program ⇒ T. Rowe Price Retirement 2045 Fund (TRRKX)

Mutual Funds

SelfIncome: Tax-Deferred

Value

$50K - $100K

Prudential

Whole/Universal Insurance

Spouse

Value

$100K - $250K

Rental 1

Real Property

JointIncome: Rent($15K - $50K)

Value

$250K - $500K

Rental 2

Real Property

JointIncome: Rent($50K - $100K)

Value

$1M - $5M

Rental 3

Real Property

JointIncome: Rent($15K - $50K)

Value

Not disclosed

Robert Smullen IRA ⇒ ABB LTD SPONS ADR (ABBNY)

Stocks (including ADRs)

SelfIncome: Tax-Deferred

Value

$1K - $15K

Robert Smullen IRA ⇒ Abbott Laboratories Common Stock (ABT)

Stocks (including ADRs)

SelfIncome: Tax-Deferred

Value

$1K - $15K

Robert Smullen IRA ⇒ Adobe Inc. - Common Stock (ADBE)

Stocks (including ADRs)

SelfIncome: Tax-Deferred

Value

$15K - $50K

Robert Smullen IRA ⇒ Alphabet Inc. - Class A Common Stock (GOOGL)

Stocks (including ADRs)

SelfIncome: Tax-Deferred

Value

$15K - $50K

Robert Smullen IRA ⇒ Amazon.com, Inc. - Common Stock (AMZN)

Stocks (including ADRs)

SelfIncome: Tax-Deferred

Value

$15K - $50K

Robert Smullen IRA ⇒ American Express Company Common Stock (AXP)

Stocks (including ADRs)

SelfIncome: Tax-Deferred

Value

$15K - $50K

Robert Smullen IRA ⇒ Anheuser-Busch Inbev SA Sponsored ADR (BUD)

Stocks (including ADRs)

SelfIncome: Tax-Deferred

Value

$1K - $15K

Robert Smullen IRA ⇒ ANZ GROUP HLDGS LTD S/ADR (ANZGY)

Stocks (including ADRs)

SelfIncome: Tax-Deferred

Value

$1K - $15K

Robert Smullen IRA ⇒ Apple Inc. - Common Stock (AAPL)

Stocks (including ADRs)

SelfIncome: Tax-Deferred

Value

$50K - $100K

Robert Smullen IRA ⇒ ASML Holding N.V. - New York Registry Shares (ASML)

Stocks (including ADRs)

SelfIncome: Tax-Deferred

Value

$15K - $50K

Robert Smullen IRA ⇒ AstraZeneca PLC - American Depositary Shares (AZN)

Stocks (including ADRs)

SelfIncome: Tax-Deferred

Value

$1K - $15K

Robert Smullen IRA ⇒ Banco Bilbao Vizcaya Argentaria S.A. Common Stock (BBVA)

Stocks (including ADRs)

SelfIncome: Tax-Deferred

Value

$1K - $15K

Robert Smullen IRA ⇒ Banco Santander, S.A. Sponsored ADR (SAN)

Stocks (including ADRs)

SelfIncome: Tax-Deferred

Value

$1K - $15K

Robert Smullen IRA ⇒ Bank of America Corporation Common Stock (BAC)

Stocks (including ADRs)

SelfIncome: Tax-Deferred

Value

$1K - $15K

Robert Smullen IRA ⇒ Barclays PLC Common Stock (BCS)

Stocks (including ADRs)

SelfIncome: Tax-Deferred

Value

$1K - $15K

Robert Smullen IRA ⇒ BHP Group Limited American Depositary Shares (BHP)

Stocks (including ADRs)

SelfIncome: Tax-Deferred

Value

$1K - $15K

Robert Smullen IRA ⇒ BlackRock, Inc. Common Stock (BLK)

Stocks (including ADRs)

SelfIncome: Tax-Deferred

Value

$1K - $15K

Robert Smullen IRA ⇒ BNP Paribas American Depositary Shares (BNPQY)

Stocks (including ADRs)

SelfIncome: Tax-Deferred

Value

$1K - $15K

Robert Smullen IRA ⇒ Boeing Company (BA)

Stocks (including ADRs)

SelfIncome: Tax-Deferred

Value

$1K - $15K

Robert Smullen IRA ⇒ BP p.l.c. Common Stock (BP)

Stocks (including ADRs)

SelfIncome: Tax-Deferred

Value

$1K - $15K

Robert Smullen IRA ⇒ Broadcom Inc. - Common Stock (AVGO)

Stocks (including ADRs)

SelfIncome: Tax-Deferred

Value

$15K - $50K

Robert Smullen IRA ⇒ Canadian National Railway Company Common Stock (CNI)

Stocks (including ADRs)

SelfIncome: Tax-Deferred

Value

$1K - $15K

Robert Smullen IRA ⇒ Canadian Natural Resources Limited Common Stock (CNQ)

Stocks (including ADRs)

SelfIncome: Tax-Deferred

Value

$1K - $15K

Robert Smullen IRA ⇒ Caterpillar, Inc. Common Stock (CAT)

Stocks (including ADRs)

SelfIncome: Tax-Deferred

Value

$15K - $50K

Robert Smullen IRA ⇒ Charles Schwab Corporation (SCHW)

Stocks (including ADRs)

SelfIncome: Tax-Deferred

Value

$1K - $15K

Robert Smullen IRA ⇒ Chevron Corporation Common Stock (CVX)

Stocks (including ADRs)

SelfIncome: Tax-Deferred

Value

$1K - $15K

Robert Smullen IRA ⇒ Citigroup, Inc. Common Stock (C)

Stocks (including ADRs)

SelfIncome: Tax-Deferred

Value

$15K - $50K

Robert Smullen IRA ⇒ Compagnie Financiere Richemont Unsponsored ADR (CFRUY)

Stocks (including ADRs)

SelfIncome: Tax-Deferred

Value

$1K - $15K

Robert Smullen IRA ⇒ ConocoPhillips Common Stock (COP)

Stocks (including ADRs)

SelfIncome: Tax-Deferred

Value

$1K - $15K

Robert Smullen IRA ⇒ Costco Wholesale Corporation - Common Stock (COST)

Stocks (including ADRs)

SelfIncome: Tax-Deferred

Value

$1K - $15K

Robert Smullen IRA ⇒ CSX Corporation (CSX)

Stocks (including ADRs)

SelfIncome: Tax-Deferred

Value

$1K - $15K

Robert Smullen IRA ⇒ Cummins Inc. Common Stock (CMI)

Stocks (including ADRs)

SelfIncome: Tax-Deferred

Value

$1K - $15K

Robert Smullen IRA ⇒ Danaher Corporation Common Stock (DHR)

Stocks (including ADRs)

SelfIncome: Tax-Deferred

Value

$1K - $15K

Robert Smullen IRA ⇒ Deutsche Bank AG Common Stock (DB)

Stocks (including ADRs)

SelfIncome: Tax-Deferred

Value

$1K - $15K

Robert Smullen IRA ⇒ DEUTSCHE POST AG S/ADR (DHLGY)

Stocks (including ADRs)

SelfIncome: Tax-Deferred

Value

$1K - $15K

Robert Smullen IRA ⇒ Deutsche Telekom AG (DTEGY)

Stocks (including ADRs)

SelfIncome: Tax-Deferred

Value

$1K - $15K

Robert Smullen IRA ⇒ Eli Lilly and Company Common Stock (LLY)

Stocks (including ADRs)

SelfIncome: Tax-Deferred

Value

$15K - $50K

Robert Smullen IRA ⇒ Exxon Mobil Corporation Common Stock (XOM)

Stocks (including ADRs)

SelfIncome: Tax-Deferred

Value

$15K - $50K

Robert Smullen IRA ⇒ FANUC CORP UNSP/ADR (FANUY)

Stocks (including ADRs)

SelfIncome: Tax-Deferred

Value

$1K - $15K

Robert Smullen IRA ⇒ Freeport-McMoRan, Inc. Common Stock (FCX)

Stocks (including ADRs)

SelfIncome: Tax-Deferred

Value

$1K - $15K

Robert Smullen IRA ⇒ Goldman Sachs Group, Inc. (GS)

Stocks (including ADRs)

SelfIncome: Tax-Deferred

Value

$15K - $50K

Robert Smullen IRA ⇒ GSK plc American Depositary Shares (GSK)

Stocks (including ADRs)

SelfIncome: Tax-Deferred

Value

$1K - $15K

Robert Smullen IRA ⇒ Home Depot, Inc. (HD)

Stocks (including ADRs)

SelfIncome: Tax-Deferred

Value

$1K - $15K

Robert Smullen IRA ⇒ HONG KONG EX&CL UNSP/ADR (HKXCY)

Stocks (including ADRs)

SelfIncome: Tax-Deferred

Value

$1K - $15K

Robert Smullen IRA ⇒ HSBC Holdings, plc. Common Stock (HSBC)

Stocks (including ADRs)

SelfIncome: Tax-Deferred

Value

$1K - $15K

Robert Smullen IRA ⇒ Illinois Tool Works Inc. Common Stock (ITW)

Stocks (including ADRs)

SelfIncome: Tax-Deferred

Value

$1K - $15K

Robert Smullen IRA ⇒ ING Group, N.V. Common Stock (ING)

Stocks (including ADRs)

SelfIncome: Tax-Deferred

Value

$1K - $15K

Robert Smullen IRA ⇒ Intesa Sanpaolo S.P.A. Sponsored ADR (ISNPY)

Stocks (including ADRs)

SelfIncome: Tax-Deferred

Value

$1K - $15K

Robert Smullen IRA ⇒ Intuit Inc. - Common Stock (INTU)

Stocks (including ADRs)

SelfIncome: Tax-Deferred

Value

$1K - $15K

Robert Smullen IRA ⇒ Intuitive Surgical, Inc. - Common Stock (ISRG)

Stocks (including ADRs)

SelfIncome: Tax-Deferred

Value

$1K - $15K

Robert Smullen IRA ⇒ Johnson Controls International plc Ordinary Share (JCI)

Stocks (including ADRs)

SelfIncome: Tax-Deferred

Value

$1K - $15K

Robert Smullen IRA ⇒ Johnson & Johnson Common Stock (JNJ)

Stocks (including ADRs)

SelfIncome: Tax-Deferred

Value

$1K - $15K

Robert Smullen IRA ⇒ JP Morgan Chase & Co. Common Stock (JPM)

Stocks (including ADRs)

SelfIncome: Tax-Deferred

Value

$15K - $50K

Robert Smullen IRA ⇒ Lloyds Banking Group Plc American Depositary Shares (LYG)

Stocks (including ADRs)

SelfIncome: Tax-Deferred

Value

$1K - $15K

Robert Smullen IRA ⇒ L'Oreal Co. American Depositary Shares (LRLCY)

Stocks (including ADRs)

SelfIncome: Tax-Deferred

Value

$1K - $15K

Robert Smullen IRA ⇒ LVMH Moet Hennessy Louis Vuitton Unsponsored American Depositary Receipt (LVMUY)

Stocks (including ADRs)

SelfIncome: Tax-Deferred

Value

$1K - $15K

Robert Smullen IRA ⇒ Marubeni Corp Ord American Depositary Shares (MARUY)

Stocks (including ADRs)

SelfIncome: Tax-Deferred

Value

$1K - $15K

Robert Smullen IRA ⇒ Mastercard Incorporated Common Stock (MA)

Stocks (including ADRs)

SelfIncome: Tax-Deferred

Value

$1K - $15K

Robert Smullen IRA ⇒ Merck & Company, Inc. Common Stock (MRK)

Stocks (including ADRs)

SelfIncome: Tax-Deferred

Value

$1K - $15K

Robert Smullen IRA ⇒ Meta Platforms, Inc. - Class A Common Stock (META)

Stocks (including ADRs)

SelfIncome: Tax-Deferred

Value

$15K - $50K

Robert Smullen IRA ⇒ Microsoft Corporation - Common Stock (MSFT)

Stocks (including ADRs)

SelfIncome: Tax-Deferred

Value

$15K - $50K

Robert Smullen IRA ⇒ MITSUBISHI HVY IND U/ADR (MHVIY)

Stocks (including ADRs)

SelfIncome: Tax-Deferred

Value

$1K - $15K

Robert Smullen IRA ⇒ Morgan Stanley Common Stock (MS)

Stocks (including ADRs)

SelfIncome: Tax-Deferred

Value

$1K - $15K

Robert Smullen IRA ⇒ Murata Manufacturing Co Ltd Unsponsored ADR (MRAAY)

Stocks (including ADRs)

SelfIncome: Tax-Deferred

Value

$1K - $15K

Robert Smullen IRA ⇒ NESTLE S.A S/ADR (NSRGY)

Stocks (including ADRs)

SelfIncome: Tax-Deferred

Value

$1K - $15K

Robert Smullen IRA ⇒ Netflix, Inc. - Common Stock (NFLX)

Stocks (including ADRs)

SelfIncome: Tax-Deferred

Value

$1K - $15K

Robert Smullen IRA ⇒ Novartis AG Common Stock (NVS)

Stocks (including ADRs)

SelfIncome: Tax-Deferred

Value

$1K - $15K

Robert Smullen IRA ⇒ NVIDIA Corporation - Common Stock (NVDA)

Stocks (including ADRs)

SelfIncome: Tax-Deferred

Value

$50K - $100K

Robert Smullen IRA ⇒ Oracle Corporation Common Stock (ORCL)

Stocks (including ADRs)

SelfIncome: Tax-Deferred

Value

$1K - $15K

Robert Smullen IRA ⇒ Pepsico, Inc. (PEP)

Stocks (including ADRs)

SelfIncome: Tax-Deferred

Value

$1K - $15K

Robert Smullen IRA ⇒ Pfizer, Inc. Common Stock (PFE)

Stocks (including ADRs)

SelfIncome: Tax-Deferred

Value

$1K - $15K

Robert Smullen IRA ⇒ Procter & Gamble Company (PG)

Stocks (including ADRs)

SelfIncome: Tax-Deferred

Value

$1K - $15K

Robert Smullen IRA ⇒ Rio Tinto Plc Common Stock (RIO)

Stocks (including ADRs)

SelfIncome: Tax-Deferred

Value

$1K - $15K

Robert Smullen IRA ⇒ ROCHE HOLDING LTD S/ADR (RHHBY)

Stocks (including ADRs)

SelfIncome: Tax-Deferred

Value

$1K - $15K

Robert Smullen IRA ⇒ Royal Bank Of Canada Common Stock (RY)

Stocks (including ADRs)

SelfIncome: Tax-Deferred

Value

$1K - $15K

Robert Smullen IRA ⇒ RTX Corporation Common Stock (RTX)

Stocks (including ADRs)

SelfIncome: Tax-Deferred

Value

$1K - $15K

Robert Smullen IRA ⇒ Salesforce, Inc. Common Stock (CRM)

Stocks (including ADRs)

SelfIncome: Tax-Deferred

Value

$1K - $15K

Robert Smullen IRA ⇒ Sanofi - American Depositary Shares (SNY)

Stocks (including ADRs)

SelfIncome: Tax-Deferred

Value

$1K - $15K

Robert Smullen IRA ⇒ SAP SE ADS (SAP)

Stocks (including ADRs)

SelfIncome: Tax-Deferred

Value

$15K - $50K

Robert Smullen IRA ⇒ ServiceNow, Inc. Common Stock (NOW)

Stocks (including ADRs)

SelfIncome: Tax-Deferred

Value

$1K - $15K

Robert Smullen IRA ⇒ Shell PLC American Depositary Shares (SHEL)

Stocks (including ADRs)

SelfIncome: Tax-Deferred

Value

$1K - $15K

Robert Smullen IRA ⇒ Siemens AG American Depositary Shares (SIEGY)

Stocks (including ADRs)

SelfIncome: Tax-Deferred

Value

$15K - $50K

Robert Smullen IRA ⇒ Sony Group Corporation American Depositary Shares (SONY)

Stocks (including ADRs)

SelfIncome: Tax-Deferred

Value

$1K - $15K

Robert Smullen IRA ⇒ Spotify Technology S.A. Ordinary Shares (SPOT)

Stocks (including ADRs)

SelfIncome: Tax-Deferred

Value

$1K - $15K

Robert Smullen IRA ⇒ Starbucks Corporation - Common Stock (SBUX)

Stocks (including ADRs)

SelfIncome: Tax-Deferred

Value

$1K - $15K

Robert Smullen IRA ⇒ Stryker Corporation Common Stock (SYK)

Stocks (including ADRs)

SelfIncome: Tax-Deferred

Value

$1K - $15K

Robert Smullen IRA ⇒ Taiwan Semiconductor Manufacturing Company Ltd. (TSM)

Stocks (including ADRs)

SelfIncome: Tax-Deferred

Value

$1K - $15K

Robert Smullen IRA ⇒ Thermo Fisher Scientific Inc Common Stock (TMO)

Stocks (including ADRs)

SelfIncome: Tax-Deferred

Value

$1K - $15K

Robert Smullen IRA ⇒ Tokyo Electron Ltd Unsponsored ADR (TOELY)

Stocks (including ADRs)

SelfIncome: Tax-Deferred

Value

$1K - $15K

Robert Smullen IRA ⇒ TotalEnergies SE Ordinary Shares (TTE)

Stocks (including ADRs)

SelfIncome: Tax-Deferred

Value

$1K - $15K

Robert Smullen IRA ⇒ Toyota Motor Corporation Common Stock (TM)

Stocks (including ADRs)

SelfIncome: Tax-Deferred

Value

$1K - $15K

Robert Smullen IRA ⇒ UBS Group AG Registered Ordinary Shares (UBS)

Stocks (including ADRs)

SelfIncome: Tax-Deferred

Value

$1K - $15K

Robert Smullen IRA ⇒ UNICREDITO SPA UNSP/ADR (UNCRY)

Stocks (including ADRs)

SelfIncome: Tax-Deferred

Value

$1K - $15K

Robert Smullen IRA ⇒ Union Pacific Corporation Common Stock (UNP)

Stocks (including ADRs)

SelfIncome: Tax-Deferred

Value

$1K - $15K

Robert Smullen IRA ⇒ UnitedHealth Group Incorporated Common Stock (UNH)

Stocks (including ADRs)

SelfIncome: Tax-Deferred

Value

$1K - $15K

Robert Smullen IRA ⇒ Visa Inc. (V)

Stocks (including ADRs)

SelfIncome: Tax-Deferred

Value

$1K - $15K

Robert Smullen IRA ⇒ VOLVO AB UNSP/ADR (VLVLY)

Stocks (including ADRs)

SelfIncome: Tax-Deferred

Value

$1K - $15K

Robert Smullen IRA ⇒ Walmart Inc. - Common Stock (WMT)

Stocks (including ADRs)

SelfIncome: Tax-Deferred

Value

$15K - $50K

Spouse 401k ⇒ Fidelity Contra Fund (FCNTX)

Mutual Funds

SpouseIncome: Tax-Deferred

Value

$500K - $1M

Spouse 401k ⇒ Fidelity International Discovery (FIGRX)

Mutual Funds

SpouseIncome: Tax-Deferred

Value

$250K - $500K

Spouse 401k ⇒ Mitsubishi UFJ Financial Group, Inc. Common Stock (MUFG)

Stocks (including ADRs)

SpouseIncome: Tax-Deferred

Value

$1K - $15K

Spouse 401k ⇒ pru core pl bd cl 5

Other

SpouseIncome: Tax-Deferred

Value

$100K - $250K

Spouse 401k ⇒ ss us bond index xiv

Other

SpouseIncome: Tax-Deferred

Value

$50K - $100K

Spouse 401k ⇒ State Street Equity 500 Index II Portfolio (SSEYX)

Mutual Funds

SpouseIncome: Tax-Deferred

Value

$500K - $1M

Spouse 401k ⇒ Vanguard Target 2030

Other

SpouseIncome: Tax-Deferred

Value

$100K - $250K