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SenateAnnual Report

Annie Andrews

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SC

Filed September 23, 2025

View Original Document

Transactions

0

Assets

20

Liabilities

1

Details

Report Title: Annual Candidate Report for 2025

Assets

20 assets

BIMIX - Baird Intermediate Bond Fund Instl

Mutual Funds

SelfIncome: Dividends; Capital Gains($2.5K - $5K)

Value

$100K - $250K

DBLSX - DoubleLine Low Duration Bond Fund Class I

Liabilities

1 liability

Fifth Third

Mortgage

Self6.875% (30 years)

Amount

$250K - $500K

SenateAnnual Report

Annie Andrews

View Profile

SC

Filed September 23, 2025

View Original Document

Transactions

0

Assets

20

Liabilities

1

Details

Report Title: Annual Candidate Report for 2025

Assets

20 assets

BIMIX - Baird Intermediate Bond Fund Instl

Mutual Funds

SelfIncome: Dividends; Capital Gains($2.5K - $5K)

Value

$100K - $250K

DBLSX - DoubleLine Low Duration Bond Fund Class I

Liabilities

1 liability

Fifth Third

Mortgage

Self6.875% (30 years)

Amount

$250K - $500K

Mutual Funds

SelfIncome: Dividends; Capital Gains($1K - $2.5K)

Value

$50K - $100K

DFAS - Dimensional U.S. Small Cap ETF

Exchange Traded Funds (ETF)

SelfIncome: Dividends; Capital Gains($1K - $2.5K)

Value

$50K - $100K

DFCEX - DFA Emerging Markets Core Equity Portfolio

Mutual Funds

SelfIncome: Dividends; Capital Gains($1K - $2.5K)

Value

$50K - $100K

DFEM - Dimensional E.M. Core Equity 2 ETF

Exchange Traded Funds (ETF)

SelfIncome: Dividends; Capital Gains($0 - $200)

Value

$1K - $15K

DFGR - Dimensional Global Real Estate ETF

Exchange Traded Funds (ETF)

SelfIncome: Dividends; Capital Gains($1K - $2.5K)

Value

$15K - $50K

DFLV - Dimensional US Large Cap Value ETF

Exchange Traded Funds (ETF)

SelfIncome: Dividends; Capital Gains($1K - $2.5K)

Value

$50K - $100K

FEUPX - Europacific Growth Fund Class F-3

Mutual Funds

SelfIncome: Dividends; Capital Gains($2.5K - $5K)

Value

$100K - $250K

FLTMX - Fidelity Intermediate Municipal Income Fund

Mutual Funds

SelfIncome: Dividends; Capital Gains($2.5K - $5K)

Value

$100K - $250K

GLIFX - Lazard Global Listed Infrastructure Instl

Mutual Funds

SelfIncome: Dividends; Capital Gains($1K - $2.5K)

Value

$15K - $50K

IWB - Russell 1000 iShares ETF

Exchange Traded Funds (ETF)

SelfIncome: Dividends; Capital Gains($5K - $15K)

Value

$250K - $500K

Personal Residence - Home on Hindman (Mount Pleasant, SC)

Real Property

SelfIncome: None

Value

$1M - $5M

PIMIX - PIMCO Income Fund Instl

Mutual Funds

SelfIncome: Dividends; Capital Gains($2.5K - $5K)

Value

$100K - $250K

VB

Exchange Traded Funds (ETF)

SelfIncome: Dividends; Capital Gains($5K - $15K)

Value

$100K - $250K

VOO - S&P 500 ETF Vanguard (Living Trust)

Exchange Traded Funds (ETF)

SelfIncome: Dividends; Capital Gains($201 - $1K)

Value

$15K - $50K

VOO - S&P 500 ETF Vanguard (Rollover IRA)

Exchange Traded Funds (ETF)

SelfIncome: Dividends; Capital Gains($5K - $15K)

Value

$250K - $500K

VOO - S&P 500 ETF Vanguard (Roth IRA)

Exchange Traded Funds (ETF)

SelfIncome: Dividends; Capital Gains($2.5K - $5K)

Value

$100K - $250K

VTIAX - Vanguard Total International Stock Index Admiral

Mutual Funds

SelfIncome: Dividends; Capital Gains($1K - $2.5K)

Value

$50K - $100K

VTIAX - Vanguard Total International Stock Index Admiral (Living Trust)

Mutual Funds

SelfIncome: Dividends; Capital Gains($2.5K - $5K)

Value

$100K - $250K

Wells Fargo - Checking

Bank Accounts, Money Market Accounts and CDs

SelfIncome: Interest($201 - $1K)

Value

$50K - $100K