SenateAnnual Report
Transactions
2
Assets
33
Liabilities
1
Details
- Report Title
- Annual Report for Calendar 2025
- Submission Method
- Electronic
Transactions
2 transactionsFSVGBX FIRST TRUST VEST LARGE CAP DEEP BUFFERED 20, 56
SaleMutual Funds
August 13, 2025Self
n/a
$1K - $15K
FJNUEX FIRST TRUST VEST NASDAQ 100 BUFFERED 20, 10
SaleMutual Funds
August 8, 2025Self
n/a
$1K - $15K
Assets
33 assetsBIL - SPDR Bloomberg 1-3 Month T-Bill ETF
Exchange Traded Funds (ETF)Excepted Investment Fund
JointIncome: Dividends($1K - $2.5K)
Value
$15K - $50K
Citizens Bank National Association (Providence, RI) - IRA Cash Accounts
Bank Accounts, Money Market Accounts and CDs
Self
Value
Liabilities
1 liabilityRegions Bank
Mortgage
Joint2.75% (15 years)
Amount
$250K - $500K