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David A Costello - Annual Financial Disclosure · Congress.wiki

SenateAnnual Report

David A Costello

ME

Filed July 24, 2025

View Original Document

Transactions

0

Assets

77

Liabilities

1

Details

Report Title: Annual Candidate Report for 2025
Submission Method: Electronic

Assets

77 assets

AAPL - Apple Inc

Stocks (including ADRs)

JointIncome: Dividends($1,001 - $2,500)

Value

$250,001 - $500,000

AMGN - Amgen Inc. - Common Stock

Liabilities

1 liability

Bank of America

Mortgage

Joint3.2% (30 years)

Amount

$100,001 - $250,000

Stocks (including ADRs)

JointIncome: Dividends($1,001 - $2,500)

Value

$50,001 - $100,000

AMZN - Amazon.com, Inc. - Common Stock

Stocks (including ADRs)

JointIncome: None($0 - $200)

Value

$1,001 - $15,000

BAC - Bank of America Corporation Common Stock

Stocks (including ADRs)

JointIncome: Dividends($1,001 - $2,500)

Value

$15,001 - $50,000

Bank of America - Checking

Bank Accounts, Money Market Accounts and CDs

JointIncome: Interest($0 - $200)

Value

$1,001 - $15,000

Bank of America - Savings

Bank Accounts, Money Market Accounts and CDs

JointIncome: Interest($0 - $200)

Value

$1,001 - $15,000

BNDX - Total Intl Bond ETF Vanguard

Exchange Traded Funds (ETF)Excepted Investment Fund

SelfIncome: Dividends($1,001 - $2,500)

Value

$50,001 - $100,000

BUPXX

Exchange Traded Funds (ETF)Excepted Investment Fund

SelfIncome: Dividends($201 - $1,000)

Value

$15,001 - $50,000

CAT - Caterpillar, Inc. Common Stock

Stocks (including ADRs)

JointIncome: Dividends($2,501 - $5,000)

Value

$100,001 - $250,000

CSCO - Cisco Systems, Inc. - Common Stock

Stocks (including ADRs)

JointIncome: Dividends($1,001 - $2,500)

Value

$50,001 - $100,000

CSRSX - Cohen & Steers Realty Shares Inc.

Mutual FundsExcepted Investment Fund

SelfIncome: Dividends($0 - $200)

Value

$1,001 - $15,000

CSRSX - Cohen & Steers Realty Shares Inc.

Mutual FundsExcepted Investment Fund

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

Value

$1,001 - $15,000

FAUDX - Strategic Advisers Short Duration Fund

Mutual FundsExcepted Investment Fund

SpouseIncome: Dividends($0 - $200)

Value

$1,001 - $15,000

FAUDX - Strategic Advisers Short Duration Fund

Mutual FundsExcepted Investment Fund

SelfIncome: Dividends($0 - $200)

Value

$1,001 - $15,000

FBALX - Fidelity Balanced Fund

Mutual FundsExcepted Investment Fund

SelfIncome: Dividends($2,501 - $5,000)

Value

$100,001 - $250,000

FBLTX - Fidelity Sai Long-Term Treasury Bond Index Fund

Mutual FundsExcepted Investment Fund

SpouseIncome: Dividends($0 - $200)

Value

$1,001 - $15,000

FBLTX - Fidelity Sai Long-Term Treasury Bond Index Fund

Mutual FundsExcepted Investment Fund

SelfIncome: Dividends($0 - $200)

Value

$1,001 - $15,000

FDGRX - Fidelity Growth CO Fund

Mutual FundsExcepted Investment Fund

SelfIncome: Dividends($201 - $1,000)

Value

$1,001 - $15,000

FDIVX - Fidelity Diversified International Fund

Mutual FundsExcepted Investment Fund

SelfIncome: Dividends($201 - $1,000)

Value

$15,001 - $50,000

FDRXX

Mutual FundsExcepted Investment Fund

SelfIncome: Interest($0 - $200)

Value

$1,001 - $15,000

FDRXX

Mutual FundsExcepted Investment Fund

SpouseIncome: Interest($0 - $200)

Value

$1,001 - $15,000

FIFGX - Fidelity Sai Inflation-Focused Fund

Mutual FundsExcepted Investment Fund

SelfIncome: Dividends($0 - $200)

Value

$1,001 - $15,000

FIFGX - Fidelity Sai Inflation-Focused Fund

Mutual FundsExcepted Investment Fund

SpouseIncome: Dividends($0 - $200)

Value

$1,001 - $15,000

FILFX - Strategic Advisers International Fund

Mutual FundsExcepted Investment Fund

SelfIncome: Dividends($1,001 - $2,500)

Value

$50,001 - $100,000

FILFX - Strategic Advisers International Fund

Mutual FundsExcepted Investment Fund

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

Value

$50,001 - $100,000

FOCPX - Fidelity OTC Pt

Mutual FundsExcepted Investment Fund

SelfIncome: Dividends($1,001 - $2,500)

Value

$100,001 - $250,000

FPCIX - Strategic Advisers Core Income Fund

Mutual FundsExcepted Investment Fund

SelfIncome: Dividends($2,501 - $5,000)

Value

$100,001 - $250,000

FPCIX - Strategic Advisers Core Income Fund

Mutual FundsExcepted Investment Fund

SpouseIncome: Dividends($2,501 - $5,000)

Value

$50,001 - $100,000

FPIOX - Strategic Advisers Income Opportunities Fund

Mutual FundsExcepted Investment Fund

SelfIncome: Dividends($201 - $1,000)

Value

$1,001 - $15,000

FPIOX - Strategic Advisers Income Opportunities Fund

Mutual FundsExcepted Investment Fund

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

Value

$1,001 - $15,000

FSAKX - Strategic Advisers U.S. Total Stock Fund

Mutual FundsExcepted Investment Fund

SpouseIncome: Dividends($5,001 - $15,000)

Value

$100,001 - $250,000

FSAKX - Strategic Advisers U.S. Total Stock Fund

Mutual FundsExcepted Investment Fund

SelfIncome: Dividends($5,001 - $15,000)

Value

$250,001 - $500,000

FSAMX - Fidelity Strategic Advisors Emerging Markets Fun

Mutual FundsExcepted Investment Fund

SelfIncome: Dividends($201 - $1,000)

Value

$15,001 - $50,000

FSAMX - Fidelity Strategic Advisors Emerging Markets Fun

Mutual FundsExcepted Investment Fund

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

Value

$15,001 - $50,000

FSCJX - Fidelity Sai Canada Equity Index Fund

Mutual FundsExcepted Investment Fund

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

Value

$1,001 - $15,000

FSCJX - Fidelity Sai Canada Equity Index Fund

Mutual FundsExcepted Investment Fund

SelfIncome: Dividends($201 - $1,000)

Value

$1,001 - $15,000

FSLTX - Strategic Advisers Alternatives Fund

Mutual FundsExcepted Investment Fund

SelfIncome: Dividends($0 - $200)

Value

$1,001 - $15,000

FSLTX - Strategic Advisers Alternatives Fund

Mutual FundsExcepted Investment Fund

SpouseIncome: Dividends($0 - $200)

Value

$1,001 - $15,000

FSPWX - Fidelity Sai Inflation-Protected Bond Index Fund

Mutual FundsExcepted Investment Fund

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

Value

$1,001 - $15,000

FSPWX - Fidelity Sai Inflation-Protected Bond Index Fund

Mutual FundsExcepted Investment Fund

SelfIncome: Dividends($201 - $1,000)

Value

$1,001 - $15,000

GE - GE Aerospace

Stocks (including ADRs)

JointIncome: Dividends($0 - $200)

Value

$15,001 - $50,000

GEHC - GE HealthCare Technologies Inc. - Common Stock

Stocks (including ADRs)

JointIncome: Dividends($0 - $200)

Value

$1,001 - $15,000

GEV - GE Vernova Inc. Common Stock

Stocks (including ADRs)

JointIncome: Dividends($0 - $200)

Value

$1,001 - $15,000

GOOGL - Alphabet Inc. - Class A Common Stock

Stocks (including ADRs)

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

Value

$50,001 - $100,000

GOVT - US Treasury Bond Ishares ETF

Exchange Traded Funds (ETF)Excepted Investment Fund

SelfIncome: Dividends($1,001 - $2,500)

Value

$50,001 - $100,000

HD - Home Depot, Inc. (The) Common Stock

Stocks (including ADRs)

JointIncome: Dividends($2,501 - $5,000)

Value

$50,001 - $100,000

HON - Honeywell International Inc. - Common Stock

Stocks (including ADRs)

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

Value

$15,001 - $50,000

HSBC - HSBC Holdings Plc ADR

Stocks (including ADRs)

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

Value

$1,001 - $15,000

INTC - Intel Corporation - Common Stock

Stocks (including ADRs)

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

Value

$1,001 - $15,000

IUSG - S&P US Growth Ishares Core ETF

Exchange Traded Funds (ETF)Excepted Investment Fund

SelfIncome: Dividends($1,001 - $2,500)

Value

$15,001 - $50,000

IUSV - S&P US Value Ishares Core ETF

Exchange Traded Funds (ETF)Excepted Investment Fund

SelfIncome: Dividends($1,001 - $2,500)

Value

$15,001 - $50,000

IWD - iShares Russell 1000 Value ETF

Exchange Traded Funds (ETF)Excepted Investment Fund

SelfIncome: Dividends($1,001 - $2,500)

Value

$50,001 - $100,000

IWF - iShares Russell 1000 Growth ETF

Exchange Traded Funds (ETF)Excepted Investment Fund

SelfIncome: Dividends($1,001 - $2,500)

Value

$100,001 - $250,000

JNJ - Johnson & Johnson Common Stock

Stocks (including ADRs)

JointIncome: Dividends($5,001 - $15,000)

Value

$100,001 - $250,000

JPM - JP Morgan Chase & Co. Common Stock

Stocks (including ADRs)

JointIncome: Dividends($2,501 - $5,000)

Value

$100,001 - $250,000

Merrill Cash Account

Mutual FundsExcepted Investment Fund

SelfIncome: Interest($0 - $200)

Value

$1,001 - $15,000

Missionsquare Retirement Target 2030 R3

Mutual FundsExcepted Investment Fund

SpouseIncome: Dividends($2,501 - $5,000)

Value

$50,001 - $100,000

MSFT - Microsoft Corporation - Common Stock

Stocks (including ADRs)

JointIncome: Dividends($2,501 - $5,000)

Value

$250,001 - $500,000

NKE - Nike, Inc. Common Stock

Stocks (including ADRs)

JointIncome: Dividends($1,001 - $2,500)

Value

$15,001 - $50,000

ORCL - Oracle Corporation Common Stock

Stocks (including ADRs)

JointIncome: Dividends($1,001 - $2,500)

Value

$100,001 - $250,000

PG - Procter & Gamble Company (The) Common Stock

Stocks (including ADRs)

JointIncome: Dividends($1,001 - $2,500)

Value

$50,001 - $100,000

Portfolio for Education Today

Mutual FundsExcepted Investment Fund

SelfIncome: Dividends($2,501 - $5,000)

Value

$100,001 - $250,000

Portfolio for Education Today

Mutual FundsExcepted Investment Fund

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

Value

$15,001 - $50,000

SPAXX

Mutual FundsExcepted Investment Fund

JointIncome: Interest($5,001 - $15,000)

Value

$100,001 - $250,000

SPHY - SPDR Portfolio High Yield Bond ETF

Exchange Traded Funds (ETF)Excepted Investment Fund

SelfIncome: Dividends($201 - $1,000)

Value

$1,001 - $15,000

SPTL - SPDR Long Term Treasury Portfolio ETF

Exchange Traded Funds (ETF)Excepted Investment Fund

SelfIncome: Dividends($201 - $1,000)

Value

$1,001 - $15,000

SPY - S&P 500 SPDR

Exchange Traded Funds (ETF)Excepted Investment Fund

SelfIncome: Dividends($5,001 - $15,000)

Value

$250,001 - $500,000

UNH - UnitedHealth Group Incorporated Common Stock (DE)

Stocks (including ADRs)

JointIncome: Dividends($2,501 - $5,000)

Value

$50,001 - $100,000

USIG - Broad USD Investment Gr. Corp Bond Ishares ETF

Exchange Traded Funds (ETF)Excepted Investment Fund

SelfIncome: Dividends($1,001 - $2,500)

Value

$50,001 - $100,000

VCSH - Vanguard Short-Term Corporate Bond ETF

Exchange Traded Funds (ETF)Excepted Investment Fund

SelfIncome: Dividends($1,001 - $2,500)

Value

$100,001 - $250,000

VEA - Vanguard FTSE Developed Markets ETF

Exchange Traded Funds (ETF)Excepted Investment Fund

SelfIncome: Dividends($201 - $1,000)

Value

$15,001 - $50,000

VEA - Vanguard FTSE Developed Markets ETF

Exchange Traded Funds (ETF)Excepted Investment Fund

SelfIncome: Dividends($201 - $1,000)

Value

$1,001 - $15,000

VMBS - Vanguard Mortgage-Backed Securities ETF

Exchange Traded Funds (ETF)Excepted Investment Fund

SelfIncome: Dividends($1,001 - $2,500)

Value

$15,001 - $50,000

VTWO - Vanguard Russell 2000 ETF

Exchange Traded Funds (ETF)Excepted Investment Fund

SelfIncome: Dividends($201 - $1,000)

Value

$15,001 - $50,000

VWO - Vanguard FTSE Emerging Markets ETF

Exchange Traded Funds (ETF)Excepted Investment Fund

SelfIncome: Dividends($201 - $1,000)

Value

$1,001 - $15,000

VZ - Verizon Communications Inc. Common Stock

Stocks (including ADRs)

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

Value

$1,001 - $15,000

WMT - Walmart Inc. Common Stock

Stocks (including ADRs)

JointIncome: Dividends($1,001 - $2,500)

Value

$100,001 - $250,000