SenateAnnual Report
Transactions
0
Assets
20
Liabilities
3
Details
- Report Title
- Annual Report for Calendar 2025
- Submission Method
- Electronic
Assets
20 assetsAB Sustainable Global Thematic Fund Class A (ALTFX)
Mutual Funds
SelfIncome: Dividends($0 - $200)
Value
$15K - $50K
American Funds Invmt Co of Amer A (AIVSX) - subholding of American Funds IRA
Mutual Funds
SpouseIncome: None($0 - $200)
Value
$1K - $15K
Liabilities
3 liabilitiesNewRez
Mortgage
Joint2.625% (15 years)
Amount
$100K - $250K
Rocket Morgage
Mortgage
Joint2.5% (15 years)
Amount
$250K - $500K
Rocket Mortgage