SenateAnnual Report
Transactions
34
Assets
41
Liabilities
1
Details
- Report Title
- Annual Report for Calendar 2024
Transactions
34 transactionsANWPXNew Perspective Fund Class A Shares
PurchaseMutual Funds
December 19, 2024Self
n/a
$1K - $15K
AIVSXAmerican Funds Investment CO of America A
Purchase
Assets
41 assets529 Account - grandchild 1
529 College Savings Plan
Self
Value
Not disclosed
529 Account - grandchild 2
529 College Savings Plan
Self
Liabilities
1 liabilityJPMorgan Chase Bank, NA
Mortgage
Spouse2.5% (30 year fixed)
Amount
$250K - $500K