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Theodore (Todd) B Achilles - Annual Financial Disclosure · Congress.wiki

SenateAnnual Report

Theodore (Todd) B Achilles

ID

Filed December 9, 2025

View Original Document

Transactions

0

Assets

40

Liabilities

1

Details

Report Title: Annual Report for 2025
Submission Method: Electronic

Assets

40 assets

Bank of America (Charlotte, NC) - Certificate of Deposit

Bank Accounts, Money Market Accounts and CDs

Dependent ChildIncome: Interest($0 - $200)

Value

$1,001 - $15,000

Charles Schwab - Brokerage Sweep Account

Liabilities

1 liability

Chase Bank

Revolving Charge

Joint20% (NA)

Amount

$15,001 - $50,000

Bank Accounts, Money Market Accounts and CDs

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

Value

$15,001 - $50,000

Charles Schwab - Money Market Account

Bank Accounts, Money Market Accounts and CDs

JointIncome: Dividends($0 - $200)

Value

$1,001 - $15,000

CWGIX - American Funds Capital World Growth & Income Fund

Mutual FundsExcepted Investment Fund

SelfIncome: Dividends($0 - $200)

Value

$100,001 - $250,000

Daughter UGMA (container)

Trust

Joint

Value

Not disclosed

FAGIX - Fidelity Capital and Income Fund

Mutual FundsExcepted Investment Fund

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

Value

$100,001 - $250,000

FCNTX - Fidelity Contra Fund

Mutual FundsExcepted Investment Fund

SpouseIncome: Dividends($0 - $200)

Value

$15,001 - $50,000

Fidelity - 529 (Institution: New Hampshire)

529 College Savings Plan

Self

Value

Not disclosed

Fidelity - 529 (Institution: New Hampshire) [Spouse]

529 College Savings Plan

Spouse

Value

Not disclosed

Fidelity Account (Brokerage/Managed Account) - container

Brokerage Accounts

Joint

Value

Not disclosed

Fidelity - Brokerage Sweep Account

Bank Accounts, Money Market Accounts and CDs

JointIncome: Dividends($5,001 - $15,000)

Value

$50,001 - $100,000

Fidelity IRA (Self) - container

IRA

Self

Value

Not disclosed

Fidelity IRA (Spouse) - container

IRA

Spouse

Value

Not disclosed

Fidelity (Smithfield, RI) - Brokerage Sweep Account (UGMA)

Bank Accounts, Money Market Accounts and CDs

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

Value

$1,001 - $15,000

Fidelity (Smithfield, RI) - Money Market Account (Joint)

Bank Accounts, Money Market Accounts and CDs

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

Value

$1,001 - $15,000

Fidelity (Smithfield, RI) - Money Market Account (Spouse)

Bank Accounts, Money Market Accounts and CDs

SpouseIncome: Dividends($0 - $200)

Value

$1,001 - $15,000

Fidelity (Smithfield, RI) - Money Market Account (UGMA)

Bank Accounts, Money Market Accounts and CDs

JointIncome: Dividends($0 - $200)

Value

$1,001 - $15,000

Fidelity - UCB 403b (retirement)

401K and Other Non-Federal Retirement Accounts

Self

Value

Not disclosed

Fidelity UCB 457B (retirement)

401K and Other Non-Federal Retirement Accounts

Self

Value

Not disclosed

Fidelity - UCB DCP (retirement)

401K and Other Non-Federal Retirement Accounts

Self

Value

Not disclosed

FPURX - Fidelity Puritan Fund (under UGMA)

Mutual FundsExcepted Investment Fund

JointIncome: Dividends($0 - $200)

Value

$1,001 - $15,000

FXNAX - Fidelity U.S. Bond Index Fund

Mutual FundsExcepted Investment Fund

SelfIncome: Dividends($0 - $200)

Value

$15,001 - $50,000

IDA - Idacorp Inc

Stocks (including ADRs)

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

Value

$50,001 - $100,000

NH College Portfolio (NH0000909) [Self]

Mutual FundsExcepted Investment Fund

SelfIncome: None($0 - $0)

Value

$0 - $1,000

NH College Portfolio (NH0000909) [Spouse] (15,001 - 50,000)

Mutual FundsExcepted Investment Fund

SpouseIncome: None($0 - $0)

Value

$15,001 - $50,000

NH College Portfolio (NH0000909) [Spouse] (50,001 - 100,000)

Mutual FundsExcepted Investment Fund

SpouseIncome: None($0 - $0)

Value

$50,001 - $100,000

NH Portfolio 2024 (NH2024907)

Mutual FundsExcepted Investment Fund

SelfIncome: None($0 - $0)

Value

$100,001 - $250,000

Schwab Brokerage (container)

Brokerage Accounts

Joint

Value

Not disclosed

SPY - SPDR S&P 500 ETF Trust

Exchange Traded Funds (ETF)Excepted Investment Fund

JointIncome: None($0 - $0)

Value

$1,001 - $15,000

UC Pathway 2025 (NON40OHMS)

Mutual FundsExcepted Investment Fund

SelfIncome: None($0 - $0)

Value

$1,001 - $15,000

UC Pathway 2035 (NON40OHMT)

Mutual FundsExcepted Investment Fund

SelfIncome: None($0 - $0)

Value

$1,001 - $15,000

UC Pathway 2035 (NON40OHMT) [duplicate holding under 457B]

Mutual FundsExcepted Investment Fund

SelfIncome: None($0 - $0)

Value

$15,001 - $50,000

UC Pathway 2040 (NON40OJNX)

Mutual FundsExcepted Investment Fund

SelfIncome: None($0 - $0)

Value

$15,001 - $50,000

UC Pathway 2045 (NON40OFMU)

Mutual FundsExcepted Investment Fund

SelfIncome: None($0 - $0)

Value

$15,001 - $50,000

UC Pathway 2050 (NON40OJNY)

Mutual FundsExcepted Investment Fund

SelfIncome: None($0 - $0)

Value

$15,001 - $50,000

UC Pathway Income (NON40OJNT)

Mutual FundsExcepted Investment Fund

SelfIncome: None($0 - $0)

Value

$1,001 - $15,000

WA PERS 3 (Defined Benefit Pension Plan)

Defined Benefit Pension

SpouseIncome: None($0 - $0)

Value

$100,001 - $250,000

Wells Fargo (Boise, ID) - Checking

Bank Accounts, Money Market Accounts and CDs

JointIncome: Interest($0 - $200)

Value

$1,001 - $15,000

Wells Fargo (Boise, ID) - Checking (Child)

Bank Accounts, Money Market Accounts and CDs

Dependent ChildIncome: Interest($0 - $200)

Value

$1,001 - $15,000

Wells Fargo (Boise, ID) - Savings

Bank Accounts, Money Market Accounts and CDs

JointIncome: Interest($0 - $200)

Value

$1,001 - $15,000