SenateAnnual Report
Transactions
12
Assets
40
Liabilities
4
Details
- Report Title
- Annual Report for Calendar 2024
- Submission Method
- Electronic
Transactions
12 transactionsIEFAiShares Core MSCI EAFE ETF
Sale (Partial)Exchange Traded Funds (ETF)
December 5, 2024Self
n/a
$1K - $15K
IJRiShares Core S&P Small-Cap ETF
Purchase
Assets
40 assets181 - Fairhope Ave 2023, LLC
Ownership Interest (Engaged in a Trade or Business)
SpouseIncome: None(Not disclosed)
Value
$15K - $50K
AAPL - Apple Inc. - Common Stock (Joint - Brokerage Acct #1)
Liabilities
4 liabilitiesAll in Credit Union
Line of Credit
Spouse7.25% (2 years)
Amount
$100K - $250K
Max Credit Union
Line of Credit