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Annie Andrews - Annual Financial Disclosure · Congress.wiki

SenateAnnual Report

Annie Andrews

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($2,501 - $5,000)

Value

$100,001 - $250,000

DBLSX - DoubleLine Low Duration Bond Fund Class I

Liabilities

1 liability

Fifth Third

Mortgage

Self6.875% (30 years)

Amount

$250,001 - $500,000

Mutual Funds

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

Value

$50,001 - $100,000

DFAS - Dimensional U.S. Small Cap ETF

Exchange Traded Funds (ETF)

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

Value

$50,001 - $100,000

DFCEX - DFA Emerging Markets Core Equity Portfolio

Mutual Funds

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

Value

$50,001 - $100,000

DFEM - Dimensional E.M. Core Equity 2 ETF

Exchange Traded Funds (ETF)

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

Value

$1,001 - $15,000

DFGR - Dimensional Global Real Estate ETF

Exchange Traded Funds (ETF)

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

Value

$15,001 - $50,000

DFLV - Dimensional US Large Cap Value ETF

Exchange Traded Funds (ETF)

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

Value

$50,001 - $100,000

FEUPX - Europacific Growth Fund Class F-3

Mutual Funds

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

Value

$100,001 - $250,000

FLTMX - Fidelity Intermediate Municipal Income Fund

Mutual Funds

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

Value

$100,001 - $250,000

GLIFX - Lazard Global Listed Infrastructure Instl

Mutual Funds

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

Value

$15,001 - $50,000

IWB - Russell 1000 iShares ETF

Exchange Traded Funds (ETF)

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

Value

$250,001 - $500,000

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

Real Property

SelfIncome: None

Value

$1,000,001 - $5,000,000

PIMIX - PIMCO Income Fund Instl

Mutual Funds

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

Value

$100,001 - $250,000

VB

Exchange Traded Funds (ETF)

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

Value

$100,001 - $250,000

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

Exchange Traded Funds (ETF)

SelfIncome: Dividends; Capital Gains($201 - $1,000)

Value

$15,001 - $50,000

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

Exchange Traded Funds (ETF)

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

Value

$250,001 - $500,000

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

Exchange Traded Funds (ETF)

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

Value

$100,001 - $250,000

VTIAX - Vanguard Total International Stock Index Admiral

Mutual Funds

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

Value

$50,001 - $100,000

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

Mutual Funds

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

Value

$100,001 - $250,000

Wells Fargo - Checking

Bank Accounts, Money Market Accounts and CDs

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

Value

$50,001 - $100,000