HouseAnnual Report
Transactions
52
Assets
50
Liabilities
0
Details
- Report Title
- Annual Report
- Submission Method
- Electronic
- Signed By
- Hon. Richard Dean Dr McCormick
- Signed Date
- July 29, 2026
Transactions
52 transactionsIMCBiShares Morningstar Mid-Cap ETF (IMCB) [IRA account]
PurchaseExchange Traded Funds (ETF)
December 11, 2025Self
$15K - $50K
NBGIXNeuberger Berman Genesis Institutional (NBGIX) [IRA account]
SaleMutual Funds
December 11, 2025Self
$1K - $15K
Assets
50 assetsAbbott Laboratories Common Stock (ABT)
Stocks (including ADRs)
SelfIncome: Tax-Deferred
Value
$1K - $15K
Abbott Laboratories Common Stock (ABT) [Roth account]
Stocks (including ADRs)
SelfIncome: Tax-Deferred
Value
$1K - $15K
Age-Based Option 18+: In College Portfolio