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Bernard Sanders - Annual Financial Disclosure · Congress.wiki

SenateAnnual Report

Bernard Sanders

VT

Filed May 15, 2025

View Original Document

Transactions

0

Assets

34

Liabilities

1

Details

Report Title: Annual Report for Calendar 2024
Submission Method: Electronic

Assets

34 assets

City of Burlington Pension Plan

Defined Benefit Pension

SelfIncome: None

Value

Not disclosed

CREF Bond Market Account - R1

Liabilities

1 liability

Quicken Loans/Rocket Mortgage

Mortgage

Joint8.0% (30 years)

Amount

$100,001 - $250,000

Mutual Funds

Excepted Investment Fund

SpouseIncome: Excepted Investment Fund

Value

$1,001 - $15,000

CREF Equity Index

Mutual FundsExcepted Investment Fund

SpouseIncome: Excepted Investment Fund

Value

$1,001 - $15,000

CREF Global Equities Account

Mutual FundsExcepted Investment Fund

SpouseIncome: Excepted Investment Fund

Value

$15,001 - $50,000

CREF Growth Account - R1

Mutual FundsExcepted Investment Fund

SpouseIncome: Excepted Investment Fund

Value

$50,001 - $100,000

CREF Inflation Linked Bond

Mutual FundsExcepted Investment Fund

SpouseIncome: Excepted Investment Fund

Value

$1,001 - $15,000

CREF Stock Account - R1

Mutual FundsExcepted Investment Fund

SpouseIncome: Excepted Investment Fund

Value

$15,001 - $50,000

M & T Bank (Checking, Savings)

Bank Accounts, Money Market Accounts and CDs

JointIncome: Interest

Value

$15,001 - $50,000

North Country Federal Credit Union (Certificate of Deposit, Checking, Money Market Account, Savings)

Bank Accounts, Money Market Accounts and CDs

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

Value

$100,001 - $250,000

North Country Federal Credit Union (Certificate of Deposit, IRA Cash Accounts)

Bank Accounts, Money Market Accounts and CDs

SpouseIncome: Interest

Value

$15,001 - $50,000

Spousal Retirement IRA

IRA

Spouse

Value

Not disclosed

Spouse Retirement plan

401K and Other Non-Federal Retirement Accounts

Spouse

Value

Not disclosed

Spouse Retirement Plan 2

401K and Other Non-Federal Retirement Accounts

Spouse

Value

Not disclosed

Teachers Personal Annuity Fixed Account (TIAA-CREF)

Fixed AnnuityExcepted Investment Fund

SpouseIncome: Excepted Investment Fund

Value

$1,001 - $15,000

TIAA-CREF Mid-Cap Growth Retire

Mutual FundsExcepted Investment Fund

SpouseIncome: Excepted Investment Fund

Value

$1,001 - $15,000

TIAA-CREF Real Estate Sec Instl

Mutual FundsExcepted Investment Fund

SpouseIncome: Excepted Investment Fund

Value

$15,001 - $50,000

TIAA-CREF Social Choice Eq Instl

Mutual FundsExcepted Investment Fund

SpouseIncome: Excepted Investment Fund

Value

$15,001 - $50,000

TIAA Teacher's Personal Annuity Stock Account

Mutual FundsExcepted Investment Fund

SpouseIncome: Excepted Investment Fund

Value

$1,001 - $15,000

TIAA Traditional Annuity

Fixed AnnuityExcepted Investment Fund

SpouseIncome: Excepted Investment Fund

Value

$50,001 - $100,000

United States Congressional Credit Union (Certificate of Deposit, Checking, Savings)

Bank Accounts, Money Market Accounts and CDs

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

Value

$15,001 - $50,000

U.S. Federal Credit Union (IRA Cash Accounts)

Bank Accounts, Money Market Accounts and CDs

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

Value

$50,001 - $100,000

U.S. Senate Federal Credit Union (Checking, Savings)

Bank Accounts, Money Market Accounts and CDs

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

Value

$50,001 - $100,000

VALIC American Beacon Broadway Large Cap

Mutual FundsExcepted Investment Fund

SpouseIncome: Excepted Investment Fund

Value

$15,001 - $50,000

VALIC Fixed Account Plus

Mutual FundsExcepted Investment Fund

SpouseIncome: Excepted Investment Fund

Value

$100,001 - $250,000

VALIC Growth Fund

Mutual FundsExcepted Investment Fund

SpouseIncome: Excepted Investment Fund

Value

$1,001 - $15,000

VALIC Inflation Protected Fund

Mutual FundsExcepted Investment Fund

SpouseIncome: Excepted Investment Fund

Value

$1,001 - $15,000

VALIC International Eqs Idx

Mutual FundsExcepted Investment Fund

SpouseIncome: Excepted Investment Fund

Value

$1,001 - $15,000

VALIC Intl Socially Responsible Fund

Mutual FundsExcepted Investment Fund

SpouseIncome: Excepted Investment Fund

Value

$1,001 - $15,000

VALIC Mid Cap Index

Mutual FundsExcepted Investment Fund

SpouseIncome: Excepted Investment Fund

Value

$1,001 - $15,000

VALIC Small Cap Aggressive Growth

Mutual FundsExcepted Investment Fund

SpouseIncome: Excepted Investment Fund

Value

$15,001 - $50,000

VALIC Small Cap Fund

Mutual FundsExcepted Investment Fund

SpouseIncome: Excepted Investment Fund

Value

$15,001 - $50,000

VALIC Small Cap Index

Mutual FundsExcepted Investment Fund

SpouseIncome: Excepted Investment Fund

Value

$1,001 - $15,000

VALIC Small Mid-Growth Fund

Mutual FundsExcepted Investment Fund

SpouseIncome: Excepted Investment Fund

Value

$1,001 - $15,000

VALIC Socially Responsible

Mutual FundsExcepted Investment Fund

SpouseIncome: Excepted Investment Fund

Value

$50,001 - $100,000