SenateAnnual Report
Transactions
37
Assets
60
Liabilities
2
Details
- Report Title
- Annual Report for Calendar 2025
- Submission Method
- Electronic
Transactions
37 transactionsIGFFXInternational Growth and Income Fund - Class F-2
PurchaseMutual Funds
December 31, 2025Self
$1K - $15K
AMBFXAMERICAN BALANCED FUND - Class F-2
Sale (Partial)Mutual Funds
December 31, 2025Spouse
$50K - $100K
Assets
60 assetsAMBFX - American Balanced Fund Class F-2 Shs (Self holding)
Mutual FundsExcepted Investment Fund
SelfIncome: Excepted Investment Fund
Value
$1K - $15K
AMBFX - American Balanced Fund Class F-2 Shs (Spouse holding)
Mutual FundsExcepted Investment Fund
Spouse
Liabilities
2 liabilitiesBANK OF HOPE
Mortgage
Joint2.625% (30 years)
Amount
$250K - $500K
NEWREZ LLC
Mortgage
Joint3.50% (30 YEARS)
Amount
$100K - $250K