Annual financial disclosure for 2024, filed May 14, 2025. Includes 34 assets and 7 liabilities.
| Asset | Value |
|---|---|
ABC's of Democracy | N/A |
Bank of America Accounts | $1,001 - $15,000 |
| Creditor | Type | Amount |
|---|---|---|
| HSBC | mortgage | $250,001 - $500,000 |
| Truist | mortgage | $15,001 - $50,000 |
| Capitol Hill Tower Housing Corporation | mortgage |
| $50,001 - $100,000 |
Island Federal Credit Union Account | $15,001 - $50,000 |
New York Health Care Pension Fund | N/A |
New York State Pension | $15,001 - $50,000 |
Northwestern Mutual Whole Life Insurance Policy | $50,001 - $100,000 |
Northwestern Mutual Whole Life Insurance Policy | $15,001 - $50,000 |
Empower - Legal Services 403b Plan | $1,001 - $15,000 |
EuroPacific Growth Fund Cl R-6 (RERGX) | N/A |
Empower - Legal Services 403b Plan ⇒ Fidelity Total Bond K6 Fund (FTKFX) | $1,001 - $15,000 |
Empower - Legal Services 403b Plan ⇒ Guaranteed Income Fund | $1,001 - $15,000 |
HSBC Brokerage Account ⇒ Lord Abbett Floating Rate Fund – Class C (LARCX) | $15,001 - $50,000 |
Lutheran Medical Center 401K ⇒ Vanguard Equity Income Fund Admiral Shares (VEIRX) | $15,001 - $50,000 |
Lutheran Medical Center 401K ⇒ Vanguard Target Retirement 2035 Fund (VTTHX) | $15,001 - $50,000 |
Lutheran Medical Center 401K ⇒ Vanguard Total Bond Market Insti Plus Shares (VBMPX) | $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
Merrill Edge Investment Account - Non Retirement ⇒ Merrill Lynch Direct Deposit Program | $1 - $1,000 |
Merrill Edge Investment Account - Non Retirement (asset name not visible) | $15,001 - $50,000 |
| N/A |
| $50,001 - $100,000 |
| $15,001 - $50,000 |
Merrill Lynch Direct Deposit Program | $1,001 - $15,000 |
Interest Accumulation Portfolio NY, US | $1 - $1,000 |
BlackRock LifePath Index 2035 K Fund | $15,001 - $50,000 |
Vanguard 500 Index Fund Admiral Shares | $1,001 - $15,000 |
Vanguard 500 Index Fund Admiral Shares (VFIAX) | $1,001 - $15,000 |
Vanguard 500 Index Fund Admiral Shares (VFIAX) | $1,001 - $15,000 |
Vanguard 500 Index Fund Admiral Shares (VFIAX) | $1,001 - $15,000 |
| $1,001 - $15,000 |
| $100,001 - $250,000 |
| Bank of America Visa | credit card | $10,000 - $15,000 |
| HSBC | line of credit | $100,001 - $250,000 |
| Island Federal Credit Union | credit card | $10,000 - $15,000 |
| Department of Education/Mohela | student loan | $15,001 - $50,000 |
