SenateAnnual Report
Transactions
15
Assets
26
Liabilities
2
Details
- Report Title
- Annual Report for Calendar 2025
- Submission Method
- Electronic
Transactions
15 transactionsQQQInvesco QQQ Trust, Series 1
Sale (Partial)Exchange Traded Funds (ETF)
December 24, 2025Self
Morgan Stanley Required Minimum Distribution
$1K - $15K
FXAIXFidelity 500 Index Fund
PurchaseMutual Funds
December 23, 2025Spouse
Fidelity SEP RMD
Assets
26 assetsCongressional Federal Credit Union (Washington, D.C.) — Checking, Savings
Bank Accounts, Money Market Accounts and CDs
SelfIncome: None
Value
$15K - $50K
FDMMX - Fidelity Massachusetts Municipal Income Fund
Mutual FundsExcepted Investment Fund
SpouseIncome: Excepted Investment Fund
Liabilities
2 liabilitiesMembers Mortgage Company (Stoneham, Massachusetts)
Mortgage
Joint5.375% (30 years)
Amount
$50K - $100K
Members Mortgage Company (Stoneham, Massachusetts)
Mortgage
Joint2.875% (30 years)
Amount
$250K - $500K