SenateAnnual Report
Transactions
8
Assets
39
Liabilities
1
Details
- Report Title
- Annual Report for Calendar 2024
- Submission Method
- Electronic
Transactions
8 transactionsFPDNTXFPDNTX FIRST TRUST VEST NASDAQ 100 BUFFERED 20, 17
PurchaseMutual Funds
December 17, 2024Joint
n/a
$1K - $15K
FYUORXFYUORX FIRST TRUST VEST SMALL CAP BUFFERED 20, 5
Purchase
Assets
39 assetsBIL - SPDR Bloomberg 1-3 Month T-Bill ETF
Exchange Traded Funds (ETF)
JointIncome: Dividends($1K - $2.5K)
Value
$15K - $50K
Citibank NA (New Castle, Delaware) - Brokerage Sweep Account
Liabilities
1 liabilityRegions Bank (Hattiesburg, MS)
Mortgage
Joint2.75% (15 years)
Amount
$250K - $500K