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Steve Marshall - Annual Financial Disclosure · Congress.wiki

SenateAnnual Report

Steve Marshall

AL

Filed September 29, 2025

View Original Document

Transactions

0

Assets

33

Liabilities

2

Details

Report Title: Candidate Report
Submission Method: Electronic

Assets

33 assets

ABALX - American Balanced Fund Class A

Mutual FundsExcepted Investment Fund

SelfIncome: None

Value

$15,001 - $50,000

Liabilities

2 liabilities

Rocket Mortgage

Mortgage

Joint4.375% (30 years)

Amount

$250,001 - $500,000

Trustmark

Mortgage

AOR - iShares Core 60/40 Balanced Allocation ETF

Exchange Traded Funds (ETF)Excepted Investment Fund

SelfIncome: None

Value

$1,001 - $15,000

CAIBX - Capital Income Builder Class A

Mutual FundsExcepted Investment Fund

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

Value

$15,001 - $50,000

Citizens Bank & Trust - Checking (Guntersville, AL)

Bank Accounts, Money Market Accounts and CDs

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

Value

$100,001 - $250,000

Citizens B & T Holdings Inc.

Stock (Not Publicly Traded)

SelfIncome: None

Value

$100,001 - $250,000

CWGIX - American Funds Capital World Growth & Income

Mutual FundsExcepted Investment Fund

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

Value

$15,001 - $50,000

ETAHX - Eventide Healthcare & Life Sciences Fund Class A

Mutual FundsExcepted Investment Fund

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

Value

$15,001 - $50,000

ETCHX - Eventide Healthcare & Life Sciences Fund Class C

Mutual FundsExcepted Investment Fund

SelfIncome: None

Value

$1,001 - $15,000

FBARX - Fidelity Advisor Balanced Fund Class C

Mutual FundsExcepted Investment Fund

SpouseIncome: None

Value

$15,001 - $50,000

FCISX - Franklin Income Fund Class C

Mutual FundsExcepted Investment Fund

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

Value

$15,001 - $50,000

FCPCX - Fidelity Advisor Series VIII - Fidelity Advisor International Capital Apprec C

Mutual FundsExcepted Investment Fund

SelfIncome: None

Value

$15,001 - $50,000

FGRCX - Fidelity Advisor Mega Cap Stock Fund Class C

Mutual FundsExcepted Investment Fund

SpouseIncome: None

Value

$15,001 - $50,000

First Trust Election 34 SA RE (Unit Investment Trust)

Other

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

Value

$15,001 - $50,000

First Trust Financials Select 92 SA RE (Unit Investment Trust)

Other

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

Value

$15,001 - $50,000

Goldman Sachs Bank USA - IRA Cash Account

Bank Accounts, Money Market Accounts and CDs

SelfIncome: None

Value

$1,001 - $15,000

Guardian Credit Union - Checking (Prattville, AL)

Bank Accounts, Money Market Accounts and CDs

SpouseIncome: None

Value

$1,001 - $15,000

Guardian Credit Union - Savings (Prattville, AL)

Bank Accounts, Money Market Accounts and CDs

SpouseIncome: None

Value

$1,001 - $15,000

HAIAX - Hartford Core Equity Fund Class A

Mutual FundsExcepted Investment Fund

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

Value

$50,001 - $100,000

HFMCX - Hartford Midcap Fund Class A

Mutual FundsExcepted Investment Fund

SelfIncome: None

Value

$15,001 - $50,000

INUTX - Columbia Dividend Opportunity Fund Class A

Mutual FundsExcepted Investment Fund

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

Value

$15,001 - $50,000

ITHAX - Hartford Capital Appreciation Fund Class A

Mutual FundsExcepted Investment Fund

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

Value

$15,001 - $50,000

JLPCX - JPMorgan U.S. Large Cap Core Plus C

Mutual FundsExcepted Investment Fund

SpouseIncome: None

Value

$15,001 - $50,000

LCCAX - Columbia Contrarian Core Fund Class A

Mutual FundsExcepted Investment Fund

SelfIncome: None

Value

$15,001 - $50,000

PEQCX - Putnam Large Cap Value Fund Class C

Mutual FundsExcepted Investment Fund

SelfIncome: None

Value

$15,001 - $50,000

PEQCX - Putnam Large Cap Value Fund Class C

Mutual FundsExcepted Investment Fund

SpouseIncome: None

Value

$15,001 - $50,000

PHIKX - Columbia Convertible Securities

Mutual FundsExcepted Investment Fund

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

Value

$15,001 - $50,000

PONCX - PIMCO Income Fund Class C

Mutual FundsExcepted Investment Fund

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

Value

$15,001 - $50,000

PRJAX - PGIM Jennison Global Opportunities Fund Class A

Mutual FundsExcepted Investment Fund

SelfIncome: None

Value

$15,001 - $50,000

Rental Property - Greenville, Alabama (Residential)

Real Property

SpouseIncome: Rent/Royalties($5,001 - $15,000)

Value

$100,001 - $250,000

SILLX - Franklin Global Equity Fund Class C

Mutual FundsExcepted Investment Fund

SpouseIncome: None

Value

$15,001 - $50,000

SLMCX - Columbia Seligman Technology & Information Fund

Mutual FundsExcepted Investment Fund

SelfIncome: None

Value

$15,001 - $50,000

SPYG - SPDR S&P 500 Growth Portfolio ETF

Exchange Traded Funds (ETF)Excepted Investment Fund

SelfIncome: None

Value

$15,001 - $50,000

VADCX - Invesco Equally-Weighted S&P 500 Fund Class C

Mutual FundsExcepted Investment Fund

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

Value

$15,001 - $50,000

Spouse

2.25% (15 years)

Amount

$50,001 - $100,000