HouseAnnual Report
Transactions
35
Assets
43
Liabilities
2
Details
- Report Title
- Annual Report
- Submission Method
- Electronic
- Signed By
- Hon. Sara Jacobs
- Signed Date
- June 26, 2026
Transactions
35 transactionsDGRWWisdomTree U.S. Quality Dividend Growth Fund (DGRW)
SaleExchange Traded Funds (ETF)
March 3, 2025Sara J Jacobs 1999 Trust ⇒ Merrill Lynch - SJ BP
$1K - $15K
SMTHXALPS/Smith Total Return Bond Fund Class I (SMTHX)
SaleMutual Funds
March 3, 2025Sara J Jacobs 1999 Trust ⇒ Merrill Lynch - SJ BP
$15K - $50K
Assets
43 assetsALPS/Smith Total Return Bond Fund Class I (SMTHX)
Mutual Funds
Sara J Jacobs 1999 Trust ⇒ Merrill Lynch - SJ BPIncome: Capital Gains, Dividends($201 - $1K)
Value
Not disclosed
AMCAP Fund, Class F-2 Shares (AMCFX)
Mutual Funds
Sara J Jacobs 1999 Trust ⇒ Merrill Lynch - SJ BPIncome: Capital Gains($1K - $2.5K)
Value
Not disclosed
Liabilities
2 liabilitiesBank of America, N.A.
Mortgage on Washington, DC investment property
Sara Jacobs Trust U/A DTD 09/01/2009
Amount
$250K - $500K
Merrill Lynch
Line of Credit
Self
Amount
$1M - $5M