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SenateAnnual Report

Amy M McGrath

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Filed December 19, 2025

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Transactions

Assets

Liabilities

Details

Report Title: Candidate Report 2025
Submission Method: Electronic

Assets

16 assets

Age-Based Option 12-13: Moderately Conservative Portfolio (Victory Capital 529 - Child 3)

Mutual FundsExcepted Investment Fund

DependentIncome: None($0 - $200)

Value

$50K - $100K

Amy M McGrath - Annual Financial Disclosure · Congress.wiki

SenateAnnual Report

Amy M McGrath

View Profile

Filed December 19, 2025

View Original Document

Transactions

Assets

Liabilities

Details

Report Title: Candidate Report 2025
Submission Method: Electronic

Assets

16 assets

Age-Based Option 12-13: Moderately Conservative Portfolio (Victory Capital 529 - Child 3)

Mutual FundsExcepted Investment Fund

DependentIncome: None($0 - $200)

Value

$50K - $100K

Age-Based Option 9-11: Moderate Portfolio (Victory Capital 529 - Child 1)

Mutual FundsExcepted Investment Fund

DependentIncome: None($0 - $200)

Value

$15K - $50K

Age-Based Option 9-11: Moderate Portfolio (Victory Capital 529 - Child 2)

Mutual FundsExcepted Investment Fund

DependentIncome: None($0 - $200)

Value

$50K - $100K

Commonwealth Brokerage Account

Brokerage Accounts

Joint

Value

Not disclosed

FLCOX - Fidelity Large Cap Value Index Fund (in Commonwealth Brokerage)

Mutual FundsExcepted Investment Fund

JointIncome: Dividends, Capital Gains($2.5K - $5K)

Value

$1K - $15K

FSPGX - Fidelity Large Cap Growth Index Fund (in Commonwealth Brokerage)

Mutual FundsExcepted Investment Fund

JointIncome: Dividends, Capital Gains($5K - $15K)

Value

$15K - $50K

FSPSX - Fidelity International Index Fund (in Commonwealth Brokerage)

Mutual FundsExcepted Investment Fund

JointIncome: Dividends, Capital Gains($1K - $2.5K)

Value

$0 - $1K

Navy Federal Credit Union - Checking, Savings

Bank Accounts, Money Market Accounts and CDs

SelfIncome: Interest($0 - $200)

Value

$15K - $50K

URSIX - Victory Target Retirement 2060 Fund (in IRA)

Mutual FundsExcepted Investment Fund

SelfIncome: None($0 - $200)

Value

$100K - $250K

USAA - Savings

Bank Accounts, Money Market Accounts and CDs

DependentIncome: Interest($0 - $200)

Value

$1K - $15K

USAA - Savings

Bank Accounts, Money Market Accounts and CDs

DependentIncome: Interest($0 - $200)

Value

$1K - $15K

USAA - Savings

Bank Accounts, Money Market Accounts and CDs

DependentIncome: Interest($0 - $200)

Value

$1K - $15K

Victory Capital 529 Account Child 1

529 College Savings Plan

Dependent

Value

Not disclosed

Victory Capital 529 Account Child 2

529 College Savings Plan

Dependent

Value

Not disclosed

Victory Capital 529 Account Child 3

529 College Savings Plan

Dependent

Value

Not disclosed

Victory Funds IRA

IRA

Self

Value

Not disclosed