Jessica Killin Net Worth & Financial Disclosure

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Candidate financial disclosure for 2026, filed August 13, 2026. Includes 142 assets.

Year:

2026

Est. Net Worth

$16.2M

2026 candidate report

Total Assets

$14M - $18.5M

142 assets

Total Liabilities

0 liabilities

Total Trades

From PTR filings

Trade Volume

N/A

Midpoint of disclosed ranges

Assets by Category

Other$7.6M (61)

Gov. Securities$4.8M (66)

Mutual Funds$1.3M (4)

Stocks$875K (3)

ETFs$875K (2)

LLC / Partnership$500K (1)

Bank & Cash$291K (5)

All Assets (142)

Asset	Type	Owner	Value	Income
Customers Bancorp, Inc. (NYSE: CUBI)(CUBI)	Other	Self	N/A	Capital Gains
Fenway Summer LLC Washington DC, DC, US	LLC / Partnership	Spouse	$1,000,001+	Capital Gains, Dividends $100,001 - $1,000,000
USAA checking and savings	Bank & Cash	Self	$15,001 - $50,000	Interest $201 - $1,000
USAA Life Insurance Fixed Annuity	Other	Self	$50,001 - $100,000	None
Wells Fargo checking and savings	Bank & Cash	Spouse	$50,001 - $100,000	Interest $2,501 - $5,000
Coinbase digital wallet ⇒ Bitcoin	Other	Spouse	$15,001 - $50,000	None
DC College Savings Plan 1 ⇒ DC College Savings 2028 Portfolio DC	Other	Self	$100,001 - $250,000	None
DC College Savings Plan 1 ⇒ DC College Savings 2031 Portfolio DC	Other	Self	$100,001 - $250,000	None
DC College Savings Plan 2 ⇒ DC College Savings Portfolio 2028 DC	Other	Self	$100,001 - $250,000	None
DC College Savings Plan 2 ⇒ DC College Savings Portfolio 2031 DC	Other	Self	$100,001 - $250,000	None
Fenway Summer LLC ⇒ Grasshopper Bancorp	Other	Spouse	$15,001 - $50,000	None
Fenway Summer LLC ⇒ Green Check Verified Inc.	Other	Spouse	$15,001 - $50,000	None
Fenway Summer LLC ⇒ Imperative Execution Inc.	Other	Spouse	$1,000,001+	None
Fenway Summer LLC ⇒ Fenway Summer Special Opportunities 2018 LLC ⇒ FS Vector LLC	Other	Spouse	$1,000,001+	Dividends $100,001 - $1,000,000
Fenway Summer LLC ⇒ Fenway Summer Special Opportunities 2018 LLC ⇒ Grasshopper Bancorp	Other	Spouse	$1,001 - $15,000	None
Fenway Summer LLC ⇒ Fenway Summer Special Opportunities 2018 LLC ⇒ Green Check Verified Inc.	Other	Spouse	$100,001 - $250,000	None
Fenway Summer LLC ⇒ Fenway Summer Special Opportunities 2018 LLC ⇒ Linden Research Inc.	Other	Spouse	$1,000,001+	Capital Gains $100,001 - $1,000,000
Fenway Summer LLC ⇒ Fenway Summer Special Opportunities 2018 LLC ⇒ Matic Insurance Services, Inc.	Other	Spouse	$50,001 - $100,000	None
Fenway Summer LLC ⇒ Fenway Summer Special Opportunities 2018 LLC ⇒ Notarize, Inc.	Other	Spouse	$50,001 - $100,000	None
Fenway Summer LLC ⇒ Fenway Summer Special Opportunities 2023 LLC ⇒ ARMStrong Receivable Management LLC	Other	Spouse	$50,001 - $100,000	Capital Gains
Fenway Summer LLC ⇒ Fenway Summer Special Opportunities 2023 LLC ⇒ FS Commentary Inc.	Other	Spouse	$15,001 - $50,000	None
Fenway Summer LLC ⇒ Fenway Summer Special Opportunities 2023 LLC ⇒ Insurvia Inc.	Other	Spouse	$50,001 - $100,000	None
Fenway Summer LLC ⇒ Fenway Summer Special Opportunities 2023 LLC ⇒ Occupi Inc.	Other	Spouse	$100,001 - $250,000	None
Fenway Summer LLC ⇒ Fenway Summer Special Opportunities 2023 LLC ⇒ Parlay Finance Inc.	Other	Spouse	$100,001 - $250,000	None
Fenway Summer LLC ⇒ Fenway Summer Special Opportunities 2023 LLC ⇒ Rightwise Inc.	Other	Spouse	$15,001 - $50,000	None
Fenway Summer LLC ⇒ Fenway Summer Special Opportunities 2023 LLC ⇒ RTX Holdings Inc.	Other	Spouse	$100,001 - $250,000	None
Fenway Summer LLC ⇒ Fenway Summer Special Opportunities 2023 LLC ⇒ SG Vector LLC	Other	Spouse	$100,001 - $250,000	Dividends $100,001 - $1,000,000
Fenway Summer LLC ⇒ Fenway Summer Special Opportunities 2023 LLC ⇒ Spring Labs Inc.	Other	Spouse	$15,001 - $50,000	None
Fenway Summer LLC ⇒ Fenway Summer Special Opportunities 2023 LLC ⇒ Transend Financial Inc.	Other	Spouse	$250,001 - $500,000	None
Fenway Summer LLC ⇒ Fenway Summer Special Opportunities 2023 LLC ⇒ Wavvest Inc.	Other	Spouse	$100,001 - $250,000	None
Fenway Summer LLC ⇒ Fenway Summer Special Opportunities 2026 LLC ⇒ Aniline	Other	Spouse	$100,001 - $250,000	None
Fenway Summer LLC ⇒ Fenway Summer Special Opportunities 2026 LLC ⇒ New Issue IQ	Other	Spouse	$100,001 - $250,000	None
Fenway Summer LLC ⇒ Fenway Summer Special Opportunities 2026 LLC ⇒ Prism Layer	Other	Spouse	$100,001 - $250,000	None
Fenway Summer LLC ⇒ Fenway Summer Special Opportunities 2026 LLC ⇒ RTX Fintech	Other	Spouse	$15,001 - $50,000	None
Fenway Summer LLC ⇒ Fenway Summer Special Opportunities 2026 LLC ⇒ Spring Labs	Other	Spouse	$15,001 - $50,000	None
Fenway Summer LLC ⇒ Fenway Summer Special Opportunities 2026 LLC ⇒ StackTalk	Other	Spouse	$100,001 - $250,000	None
Fenway Summer LLC ⇒ Fenway Summer Special Opportunities 2026 LLC ⇒ TrustPixel	Other	Spouse	$100,001 - $250,000	None
Fenway Summer LLC ⇒ Fenway Summer Ventures GP LLC ⇒ Fenway Summer Ventures LP ⇒ Circle Internet Group, Inc. Class A Common Stock (CRCL)(CRCL)	Stocks	Spouse	N/A	Capital Gains $100,001 - $1,000,000
Fenway Summer LLC ⇒ Fenway Summer Ventures GP LLC ⇒ Fenway Summer Ventures LP ⇒ CRB Group Inc.	Other	Spouse	$1,001 - $15,000	None
Fenway Summer LLC ⇒ Fenway Summer Ventures GP LLC ⇒ Fenway Summer Ventures LP ⇒ Flexport, Inc.	Other	Spouse	$50,001 - $100,000	None
Fenway Summer LLC ⇒ Fenway Summer Ventures GP LLC ⇒ Fenway Summer Ventures LP ⇒ Lendable, Inc.	Other	Spouse	$250,001 - $500,000	None
Fenway Summer LLC ⇒ Fenway Summer Ventures GP LLC ⇒ Fenway Summer Ventures LP ⇒ MAXEX LLC	Other	Spouse	$1,001 - $15,000	None
Fenway Summer LLC ⇒ Fenway Summer Ventures GP LLC ⇒ Fenway Summer Ventures LP ⇒ NAV Financial Technologies Inc.	Other	Spouse	$50,001 - $100,000	None
Fenway Summer LLC ⇒ Fenway Summer Ventures GP LLC ⇒ Fenway Summer Ventures LP ⇒ PayJoy Inc.	Other	Spouse	$500,001 - $1,000,000	None
Fenway Summer LLC ⇒ Fenway Summer Ventures GP LLC ⇒ Fenway Summer Ventures LP ⇒ Sipree Inc.	Other	Spouse	$50,001 - $100,000	None
Fenway Summer LLC ⇒ Fenway Summer Ventures GP LLC ⇒ Fenway Summer Ventures LP ⇒ The Wunder Company	Other	Spouse	$50,001 - $100,000	None
Fenway Summer LLC ⇒ Fenway Summer Ventures GP LLC ⇒ Fenway Summer Ventures LP ⇒ Veem Inc.	Other	Spouse	$15,001 - $50,000	None
Fidelity brokerage ⇒ Options on Circle Internet Group, Inc. Class A(CRCL)	Other	Spouse	N/A	Capital Gains $1,000,001+
Fidelity brokerage ⇒ RSUs for Circle Internet Group, Inc. Class A shares(CRCL)	Other	Spouse	N/A	Capital Gains $1,000,001+
FS Venture Capital LLC ⇒ Acquco Inc.	Other	Spouse	$1,001 - $15,000	None
FS Venture Capital LLC ⇒ Crossbeam Venture Partners Fintech Fund I	Other	Spouse	$50,001 - $100,000	Capital Gains
FS Venture Capital LLC ⇒ Crossbeam Venture Partners Fintech Fund II	Other	Spouse	$100,001 - $250,000	None
FS Venture Capital LLC ⇒ Electronic Merchant Systems Inc.	Other	Spouse	$50,001 - $100,000	None
FS Venture Capital LLC ⇒ Elemeno Health Inc.	Other	Spouse	$1,001 - $15,000	None
FS Venture Capital LLC ⇒ Green Check Verified Inc.	Other	Spouse	$100,001 - $250,000	None
FS Venture Capital LLC ⇒ Lumida Wealth	Other	Spouse	$50,001 - $100,000	None
FS Venture Capital LLC ⇒ National Credit Holdings LLC	Other	Spouse	N/A	Dividends
FS Venture Capital LLC ⇒ NAV Technologies Inc.	Other	Spouse	$15,001 - $50,000	None
FS Venture Capital LLC ⇒ Prosper Marketplace Inc.	Other	Spouse	$1,001 - $15,000	None
FS Venture Capital LLC ⇒ Resilience VC Fund I	Other	Spouse	$15,001 - $50,000	None
FS Venture Capital LLC ⇒ Spade Data Inc.	Other	Spouse	$15,001 - $50,000	None
FS Venture Capital LLC ⇒ Summer PBC	Other	Spouse	$50,001 - $100,000	None
FS Venture Capital LLC ⇒ Underdog Technologies Inc.	Other	Spouse	$15,001 - $50,000	None
FS Venture Capital LLC ⇒ Veem Inc.	Other	Spouse	$1,001 - $15,000	None
Goldman Sachs - Brokerage ⇒ Alphabet Inc. - Class C Capital Stock (GOOG)(GOOG)	Stocks	Spouse	$250,001 - $500,000	Dividends $201 - $1,000
Goldman Sachs - Brokerage ⇒ Circle Internet Group, Inc. Class A Common Stock (CRCL)(CRCL)	Stocks	Spouse	$1,000,001+	Capital Gains $1,000,001+
Goldman Sachs - Brokerage ⇒ US Treasury Note 8/15/26	Gov. Securities	Spouse	$250,001 - $500,000	Interest $1,001 - $2,500
Goldman Sachs - IRA ⇒ Goldman Sachs Core Fixed Income Fund - Class A (GCFIX)(GCFIX)	Mutual Funds	Spouse	$50,001 - $100,000	Tax-Deferred
Goldman Sachs - IRA ⇒ Goldman Sachs High Yield Fund Institutional Shares (GSHIX)(GSHIX)	Mutual Funds	Spouse	$250,001 - $500,000	Tax-Deferred
Goldman Sachs - IRA ⇒ Goldman Sachs Short Duration Income Fd Cl R (GIFRX)(GIFRX)	Mutual Funds	Spouse	$50,001 - $100,000	Tax-Deferred
Goldman Sachs - IRA ⇒ iShares MSCI EAFE ETF (EFA)(EFA)	ETFs	Spouse	$250,001 - $500,000	Tax-Deferred
Goldman Sachs - IRA ⇒ State Street SPDR S&P 500 ETF Trust (SPY)(SPY)	ETFs	Spouse	$1,000,001+	Tax-Deferred
Jessica Willow Killin Management Trust DTD 08/26/2025 ⇒ Goldman Sachs - Brokerage #2 ⇒ Goldman Sachs Bank USA Deposit	Bank & Cash	Self	$100,001 - $250,000	Interest $201 - $1,000
Jessica Willow Killin Management Trust DTD 08/26/2025 ⇒ Goldman Sachs - Jessica Killin Management Trust Muni Fixed Income ⇒ BOULDER LARIMER & WELD CNTYS GO 5% 12/15/36-CA JD COLO ST VRAIN VY SCH DIST RE1J GO BDS 2024 LT BEO	Gov. Securities	Self	$1,001 - $15,000	Interest $201 - $1,000
Jessica Willow Killin Management Trust DTD 08/26/2025 ⇒ Goldman Sachs - Jessica Killin Management Trust Muni Fixed Income ⇒ BROOKLYN CENTER MINN DB 5% 02/01/33 FA GEN OBLIG UTIL REV BDS 2025A UT BNK QUAL GUA BEO	Gov. Securities	Self	$15,001 - $50,000	Interest $201 - $1,000
Jessica Willow Killin Management Trust DTD 08/26/2025 ⇒ Goldman Sachs - Jessica Killin Management Trust Muni Fixed Income ⇒ COLORADO SCH MINES INSTL REV 5% 12/01/33 JD ENTERPRISE REV BDS 2024 A BEO	Gov. Securities	Self	$1,001 - $15,000	Interest $201 - $1,000
Jessica Willow Killin Management Trust DTD 08/26/2025 ⇒ Goldman Sachs - Jessica Killin Management Trust Muni Fixed Income ⇒ COLORADO SPRINGS COLO UTILS REV 5% 11/15/27 MN REV SYS BDS 2025 B BEO	Gov. Securities	Self	$15,001 - $50,000	Interest $201 - $1,000
Jessica Willow Killin Management Trust DTD 08/26/2025 ⇒ Goldman Sachs - Jessica Killin Management Trust Muni Fixed Income ⇒ COLORADO ST BLDG EXCELLENT COPS 5% 03/15/36-CA MS	Gov. Securities	Self	$1,001 - $15,000	Interest $201 - $1,000
Jessica Willow Killin Management Trust DTD 08/26/2025 ⇒ Goldman Sachs - Jessica Killin Management Trust Muni Fixed Income ⇒ DENVER COLO CITY & CNTY REV 5% 08/01/30 FA DEDICATED TAX REV BDS 2021 A BEO	Gov. Securities	Self	$15,001 - $50,000	Interest $201 - $1,000
Jessica Willow Killin Management Trust DTD 08/26/2025 ⇒ Goldman Sachs - Jessica Killin Management Trust Muni Fixed Income ⇒ DISTRICT COLUMBIA INCOME TAX REV 5% 10/01/28 AO REV SECD BDS 2020 B BEO SR LIEN	Gov. Securities	Self	$15,001 - $50,000	Interest $201 - $1,000
Jessica Willow Killin Management Trust DTD 08/26/2025 ⇒ Goldman Sachs - Jessica Killin Management Trust Muni Fixed Income ⇒ EAGLE RIV COLO WTR & SANTN REV 5% 12/01/31 JD DIST ENTERPRISE WASTE WATER REV BDS 2023 BEO	Gov. Securities	Self	$1,001 - $15,000	Interest $201 - $1,000
Jessica Willow Killin Management Trust DTD 08/26/2025 ⇒ Goldman Sachs - Jessica Killin Management Trust Muni Fixed Income ⇒ GOLDMAN SACHS BANK USA DEPOSIT	Bank & Cash	Self	$1 - $1,000	None
Jessica Willow Killin Management Trust DTD 08/26/2025 ⇒ Goldman Sachs - Jessica Killin Management Trust Muni Fixed Income ⇒ JERSEY CITY N J REDEV AGY REV 5% 12/09/26 JD PROJ NT BAYFRONT PROJ 2025A GUA BEO	Gov. Securities	Self	$15,001 - $50,000	Interest $201 - $1,000
Jessica Willow Killin Management Trust DTD 08/26/2025 ⇒ Goldman Sachs - Jessica Killin Management Trust Muni Fixed Income ⇒ JOHNSTOWN COLO WTR REV REV 5% 12/01/34 JD BDS 2024 BEO	Gov. Securities	Self	$1,001 - $15,000	Interest $201 - $1,000
Jessica Willow Killin Management Trust DTD 08/26/2025 ⇒ Goldman Sachs - Jessica Killin Management Trust Muni Fixed Income ⇒ KELLER TEX INDPT SCH DIST GO 5% 02/15/36-CA FA UNLTD TAX REF BDS 2025A UT BEO	Gov. Securities	Self	$15,001 - $50,000	Interest $201 - $1,000
Jessica Willow Killin Management Trust DTD 08/26/2025 ⇒ Goldman Sachs - Jessica Killin Management Trust Muni Fixed Income ⇒ LEWIS & CLARK CNTY MONT SCH GO 5% 07/01/29 JJ DIST NO 001 GEB OBLIG BLDG BDS 2025 UT BEO	Gov. Securities	Self	$15,001 - $50,000	Interest $201 - $1,000
Jessica Willow Killin Management Trust DTD 08/26/2025 ⇒ Goldman Sachs - Jessica Killin Management Trust Muni Fixed Income ⇒ LOVELAND COLO STORMWATER REV 5% 08/01/34 FA ENTERPRISE REV BDS 2024 BEO	Gov. Securities	Self	$1,001 - $15,000	Interest $201 - $1,000
Jessica Willow Killin Management Trust DTD 08/26/2025 ⇒ Goldman Sachs - Jessica Killin Management Trust Muni Fixed Income ⇒ LOVELAND COLO WASTEWATER REV 5% 08/01/31 FA ENTERPRISE REV BDS 2025 BEO	Gov. Securities	Self	$15,001 - $50,000	Interest $201 - $1,000
Jessica Willow Killin Management Trust DTD 08/26/2025 ⇒ Goldman Sachs - Jessica Killin Management Trust Muni Fixed Income ⇒ MC KINNEY TEX GO 5% 08/15/30-CA FA GO BDS 2020A LT BEO	Gov. Securities	Self	$15,001 - $50,000	Interest $201 - $1,000
Jessica Willow Killin Management Trust DTD 08/26/2025 ⇒ Goldman Sachs - Jessica Killin Management Trust Muni Fixed Income ⇒ TUCSON ARIZ GO 5% 07/01/36 JJ GEN OBLIG BDS 2018C 2026 UT BEO	Gov. Securities	Self	$1,001 - $15,000	None
Jessica Willow Killin Management Trust DTD 08/26/2025 ⇒ Goldman Sachs - Jessica Killin Management Trust Muni Fixed Income ⇒ WELD CNTY COLO SCH DIST NO GO 5% 12/01/32 JD RE-4 GO BDS 2023 UT BEO	Gov. Securities	Self	$15,001 - $50,000	Interest $201 - $1,000
McKinsey & Company MPPP ⇒ Target Retirement 2040 Fund	Other	Spouse	$100,001 - $250,000	Tax-Deferred
Rajeev Vishvanath Date Management Trust DTD 08/26/2025 ⇒ Goldman Sachs - Rajeev Date Mgmt Trust Muni FI ⇒ ANNE ARUNDEL CNTY MD GO 5% 04/01/33 AO	Gov. Securities	Spouse	$100,001 - $250,000	None
Rajeev Vishvanath Date Management Trust DTD 08/26/2025 ⇒ Goldman Sachs - Rajeev Date Mgmt Trust Muni FI ⇒ ANNE ARUNDEL CNTY MD GO 5% 10/01/30 AO	Gov. Securities	Spouse	$100,001 - $250,000	None
Rajeev Vishvanath Date Management Trust DTD 08/26/2025 ⇒ Goldman Sachs - Rajeev Date Mgmt Trust Muni FI ⇒ ANNE ARUNDEL CNTY MD GO 5% 10/01/35-CA AO GO CONSOLIDATED BDS 2024 LT BEO	Gov. Securities	Spouse	$15,001 - $50,000	Interest $1,001 - $2,500
Rajeev Vishvanath Date Management Trust DTD 08/26/2025 ⇒ Goldman Sachs - Rajeev Date Mgmt Trust Muni FI ⇒ ANNE ARUNDEL CNTY MD GO 5% 10/01/37-CA AO GEN OBLIG CONSOLIDATED BDS 2026 LT BEO	Gov. Securities	Spouse	$15,001 - $50,000	Interest $1,001 - $2,500
Rajeev Vishvanath Date Management Trust DTD 08/26/2025 ⇒ Goldman Sachs - Rajeev Date Mgmt Trust Muni FI ⇒ BALTIMORE CNTY MD DB 5% 02/01/35-CA FA	Gov. Securities	Spouse	$50,001 - $100,000	None
Rajeev Vishvanath Date Management Trust DTD 08/26/2025 ⇒ Goldman Sachs - Rajeev Date Mgmt Trust Muni FI ⇒ BALTIMORE CNTY MD DB 5% 03/01/35 MS GO BDS 2025 UT BEO	Gov. Securities	Spouse	$50,001 - $100,000	Interest $1,001 - $2,500
Rajeev Vishvanath Date Management Trust DTD 08/26/2025 ⇒ Goldman Sachs - Rajeev Date Mgmt Trust Muni FI ⇒ BALTIMORE CNTY MD DB 5% 07/01/30 JJ GO REF BDS 2024A UT BEO	Gov. Securities	Spouse	$50,001 - $100,000	Interest $1,001 - $2,500
Rajeev Vishvanath Date Management Trust DTD 08/26/2025 ⇒ Goldman Sachs - Rajeev Date Mgmt Trust Muni FI ⇒ CECIL CNTY MD GO 5% 08/01/34 FA CONSOLIDATED PUB IMPT BDS 2025 UT BEO	Gov. Securities	Spouse	$50,001 - $100,000	Interest $1,001 - $2,500
Rajeev Vishvanath Date Management Trust DTD 08/26/2025 ⇒ Goldman Sachs - Rajeev Date Mgmt Trust Muni FI ⇒ CECIL CNTY MD GO 5% 08/01/36-CA FA CONSOLIDATED PUB IMPT BDS 2025 UT BEO	Gov. Securities	Spouse	$15,001 - $50,000	Interest $1,001 - $2,500
Rajeev Vishvanath Date Management Trust DTD 08/26/2025 ⇒ Goldman Sachs - Rajeev Date Mgmt Trust Muni FI ⇒ CHARLES CNTY MD DB 5% 10/01/26 AO CONSOLIDATED PUB IMPT GO BDS 2024 UT BEO	Gov. Securities	Spouse	$100,001 - $250,000	Interest $5,001 - $15,000
Rajeev Vishvanath Date Management Trust DTD 08/26/2025 ⇒ Goldman Sachs - Rajeev Date Mgmt Trust Muni FI ⇒ CLARK CNTY NEV DB 5% 12/01/27 JD GO LTD TAX TRANS REF BDS 2019 A LT BEO	Gov. Securities	Spouse	$50,001 - $100,000	Interest $1,001 - $2,500
Rajeev Vishvanath Date Management Trust DTD 08/26/2025 ⇒ Goldman Sachs - Rajeev Date Mgmt Trust Muni FI ⇒ COLUMBUS, OHIO (CITY OF) GO 5% 08/15/35-CA FA (TAX-EXEMPT)	Gov. Securities	Spouse	$100,001 - $250,000	Interest $2,501 - $5,000
Rajeev Vishvanath Date Management Trust DTD 08/26/2025 ⇒ Goldman Sachs - Rajeev Date Mgmt Trust Muni FI ⇒ DAVENPORT IOWA CMNTY SCH DIST REV 5% 06/01/32 JD BDS 2024 BEO	Gov. Securities	Spouse	$15,001 - $50,000	Interest $201 - $1,000
Rajeev Vishvanath Date Management Trust DTD 08/26/2025 ⇒ Goldman Sachs - Rajeev Date Mgmt Trust Muni FI ⇒ DELAWARE ST GO 5% 05/01/33 MN GO BDS 2024A UT BEO	Gov. Securities	Spouse	$100,001 - $250,000	Interest $2,501 - $5,000
Rajeev Vishvanath Date Management Trust DTD 08/26/2025 ⇒ Goldman Sachs - Rajeev Date Mgmt Trust Muni FI ⇒ DENTON TEX GO 5% 02/15/27 FA GO REF AND IMPT BDS 2023 LT BEO	Gov. Securities	Spouse	$15,001 - $50,000	Interest $1,001 - $2,500
Rajeev Vishvanath Date Management Trust DTD 08/26/2025 ⇒ Goldman Sachs - Rajeev Date Mgmt Trust Muni FI ⇒ FREDERICK CNTY MD GO 5% 04/01/30 AO GO PUB FACS PROJ BDS 2023 A UT BEO	Gov. Securities	Spouse	N/A	Interest $201 - $1,000
Rajeev Vishvanath Date Management Trust DTD 08/26/2025 ⇒ Goldman Sachs - Rajeev Date Mgmt Trust Muni FI ⇒ GOLDMAN SACHS BANK USA DEPOSIT	Bank & Cash	Spouse	$1,001 - $15,000	Interest $1,001 - $2,500
Rajeev Vishvanath Date Management Trust DTD 08/26/2025 ⇒ Goldman Sachs - Rajeev Date Mgmt Trust Muni FI ⇒ HARFORD CNTY MD GO 5% 01/15/32 JJ REF BDS 2022 B UT BEO	Gov. Securities	Spouse	$50,001 - $100,000	Interest $1,001 - $2,500
Rajeev Vishvanath Date Management Trust DTD 08/26/2025 ⇒ Goldman Sachs - Rajeev Date Mgmt Trust Muni FI ⇒ HARFORD CNTY MD GO 5% 10/01/30 AO CONSOLIDATED PUB IMPT GO BDS 2022A UT BEO	Gov. Securities	Spouse	N/A	Interest $201 - $1,000
Rajeev Vishvanath Date Management Trust DTD 08/26/2025 ⇒ Goldman Sachs - Rajeev Date Mgmt Trust Muni FI ⇒ HARFORD CNTY MD GO 5% 10/01/31 AO CONSOLIDATED PUB IMPT GO BDS 2025 UT BEO	Gov. Securities	Spouse	$50,001 - $100,000	Interest $1,001 - $2,500
Rajeev Vishvanath Date Management Trust DTD 08/26/2025 ⇒ Goldman Sachs - Rajeev Date Mgmt Trust Muni FI ⇒ HONOLULU HAWAII CITY & CNTY GO 5% 03/01/31 MS GO BDS HONOLULU RAIL TRANSIT PROJ 2021 E UT BEO	Gov. Securities	Spouse	$15,001 - $50,000	Interest $201 - $1,000
Rajeev Vishvanath Date Management Trust DTD 08/26/2025 ⇒ Goldman Sachs - Rajeev Date Mgmt Trust Muni FI ⇒ HOWARD CNTY MD DB 5% 08/15/27 FA CONS PUB IMPT PROJ REF BDS 2019 A UT BEO	Gov. Securities	Spouse	$50,001 - $100,000	Interest $1,001 - $2,500
Rajeev Vishvanath Date Management Trust DTD 08/26/2025 ⇒ Goldman Sachs - Rajeev Date Mgmt Trust Muni FI ⇒ HOWARD CNTY MD GO 5% 08/15/32 FA GO BDS CONSOLIDATED PUB IMPT PROJ 2023 A UT BEO	Gov. Securities	Spouse	$15,001 - $50,000	Interest $201 - $1,000
Rajeev Vishvanath Date Management Trust DTD 08/26/2025 ⇒ Goldman Sachs - Rajeev Date Mgmt Trust Muni FI ⇒ JERSEY CITY N J REDEV AGY REV 5% 12/09/26 JD PROJ NT BAYFRONT PROJ 2025A GUA BEO	Gov. Securities	Spouse	$50,001 - $100,000	Interest $1,001 - $2,500
Rajeev Vishvanath Date Management Trust DTD 08/26/2025 ⇒ Goldman Sachs - Rajeev Date Mgmt Trust Muni FI ⇒ KANSAS ST DEPT TRANSN HWY REV REV 5% 09/01/34 MS REF BDS 2024A BEO	Gov. Securities	Spouse	$50,001 - $100,000	Interest $1,001 - $2,500
Rajeev Vishvanath Date Management Trust DTD 08/26/2025 ⇒ Goldman Sachs - Rajeev Date Mgmt Trust Muni FI ⇒ MARYLAND ST DEPT TRANSN CONS REV 5% 10/01/33 AO TRANSN BDS 2025 B BEO	Gov. Securities	Spouse	$50,001 - $100,000	Interest $1,001 - $2,500
Rajeev Vishvanath Date Management Trust DTD 08/26/2025 ⇒ Goldman Sachs - Rajeev Date Mgmt Trust Muni FI ⇒ MARYLAND ST DEPT TRANSN CONS REV 5% 12/01/29 JD TRANSN REF BDS 2022B BEO	Gov. Securities	Spouse	$50,001 - $100,000	Interest $1,001 - $2,500
Rajeev Vishvanath Date Management Trust DTD 08/26/2025 ⇒ Goldman Sachs - Rajeev Date Mgmt Trust Muni FI ⇒ MARYLAND ST GO 5% 03/01/31 MS LOC FACS LN GO BDS FIRST 2021 A UT BEO	Gov. Securities	Spouse	$100,001 - $250,000	Interest $2,501 - $5,000
Rajeev Vishvanath Date Management Trust DTD 08/26/2025 ⇒ Goldman Sachs - Rajeev Date Mgmt Trust Muni FI ⇒ MARYLAND ST GO 5% 06/01/30 JD CTSY	Gov. Securities	Spouse	$100,001 - $250,000	None
Rajeev Vishvanath Date Management Trust DTD 08/26/2025 ⇒ Goldman Sachs - Rajeev Date Mgmt Trust Muni FI ⇒ MARYLAND ST GO 5% 06/01/32 JD CTSY	Gov. Securities	Spouse	$100,001 - $250,000	None
Rajeev Vishvanath Date Management Trust DTD 08/26/2025 ⇒ Goldman Sachs - Rajeev Date Mgmt Trust Muni FI ⇒ MARYLAND ST GO 5% 06/01/32 JD GO LOC FACS LN BDS FIRST 2024 A UT BEO	Gov. Securities	Spouse	$50,001 - $100,000	Interest $1,001 - $2,500
Rajeev Vishvanath Date Management Trust DTD 08/26/2025 ⇒ Goldman Sachs - Rajeev Date Mgmt Trust Muni FI ⇒ MARYLAND ST GO 5% 06/01/37-CA JD GEN OBLIG LOC FACS LN BDS FIRST 2026 UT BEO	Gov. Securities	Spouse	$50,001 - $100,000	Interest $1,001 - $2,500
Rajeev Vishvanath Date Management Trust DTD 08/26/2025 ⇒ Goldman Sachs - Rajeev Date Mgmt Trust Muni FI ⇒ MARYLAND ST GO 5% 08/01/32-CA FA CTSY	Gov. Securities	Spouse	$50,001 - $100,000	None
Rajeev Vishvanath Date Management Trust DTD 08/26/2025 ⇒ Goldman Sachs - Rajeev Date Mgmt Trust Muni FI ⇒ MARYLAND ST TRANSN AUTH TRANSN REV 5% 07/01/2032 JJ	Gov. Securities	Spouse	$100,001 - $250,000	None
Rajeev Vishvanath Date Management Trust DTD 08/26/2025 ⇒ Goldman Sachs - Rajeev Date Mgmt Trust Muni FI ⇒ MARYLAND ST TRANSN AUTH TRANSN REV 5% 07/01/30 JJ FACS PRJS REV REF BDS 2024 A	Gov. Securities	Spouse	$15,001 - $50,000	Interest $201 - $1,000
Rajeev Vishvanath Date Management Trust DTD 08/26/2025 ⇒ Goldman Sachs - Rajeev Date Mgmt Trust Muni FI ⇒ MONTGOMERY CNTY MD GO 5% 08/01/28 FA GO REF BDS CONSOLIDATED PUB IMPT PROJ 2021 A UT BEO	Gov. Securities	Spouse	$15,001 - $50,000	Interest $1,001 - $2,500
Rajeev Vishvanath Date Management Trust DTD 08/26/2025 ⇒ Goldman Sachs - Rajeev Date Mgmt Trust Muni FI ⇒ MONTGOMERY CNTY MD GO 5% 08/01/33 FA GO CONSOLIDATED PUB IMPT BDS 2024 A UT BEO	Gov. Securities	Spouse	$50,001 - $100,000	Interest $1,001 - $2,500
Rajeev Vishvanath Date Management Trust DTD 08/26/2025 ⇒ Goldman Sachs - Rajeev Date Mgmt Trust Muni FI ⇒ MONTGOMERY CNTY MD GO 5% 12/01/33 JD GO CONSOLIDATED PUB IMPT REF BDS 2024 B UT BEO	Gov. Securities	Spouse	$50,001 - $100,000	Interest $1,001 - $2,500
Rajeev Vishvanath Date Management Trust DTD 08/26/2025 ⇒ Goldman Sachs - Rajeev Date Mgmt Trust Muni FI ⇒ NEW MEXICO FIN AUTH REV REV 5% 12/15/28 JD SUB LIEN PUB PROJ REVOLVING FD BDS 2025C BEO SUB LIEN	Gov. Securities	Spouse	$50,001 - $100,000	Interest $1,001 - $2,500
Rajeev Vishvanath Date Management Trust DTD 08/26/2025 ⇒ Goldman Sachs - Rajeev Date Mgmt Trust Muni FI ⇒ NORTH CAROLINA ST GO 5% 06/01/35 JD CTSY	Gov. Securities	Spouse	$100,001 - $250,000	Interest $201 - $1,000
Rajeev Vishvanath Date Management Trust DTD 08/26/2025 ⇒ Goldman Sachs - Rajeev Date Mgmt Trust Muni FI ⇒ OCEAN CITY MD GO 5% 01/15/36 JJ GEN OBLIG MUN PURP BDS 2025 LT BEO	Gov. Securities	Spouse	$50,001 - $100,000	Interest $1,001 - $2,500
Rajeev Vishvanath Date Management Trust DTD 08/26/2025 ⇒ Goldman Sachs - Rajeev Date Mgmt Trust Muni FI ⇒ OHIO ST GO 5% 06/15/27 JD COM SCH GO BDS 2019 A UT BEO	Gov. Securities	Spouse	$15,001 - $50,000	Interest $1,001 - $2,500
Rajeev Vishvanath Date Management Trust DTD 08/26/2025 ⇒ Goldman Sachs - Rajeev Date Mgmt Trust Muni FI ⇒ PENNSYLVANIA ST TPK COMMN TPK REV 5% 12/01/33-CA JD REV BDS 2026 BEO	Gov. Securities	Spouse	N/A	Interest $201 - $1,000
Rajeev Vishvanath Date Management Trust DTD 08/26/2025 ⇒ Goldman Sachs - Rajeev Date Mgmt Trust Muni FI ⇒ PITTSBURGH PA SCH DIST GO 5% 09/01/27 MS GO BDS 2019 A LT BEO	Gov. Securities	Spouse	$15,001 - $50,000	Interest $1,001 - $2,500
Rajeev Vishvanath Date Management Trust DTD 08/26/2025 ⇒ Goldman Sachs - Rajeev Date Mgmt Trust Muni FI ⇒ PRINCE GEORGES CNTY MD GO 5% 07/15/29 JJ GO CONSOLIDATED PUB IMPT BDS 2019 A UT BEO	Gov. Securities	Spouse	$50,001 - $100,000	Interest $1,001 - $2,500
Rajeev Vishvanath Date Management Trust DTD 08/26/2025 ⇒ Goldman Sachs - Rajeev Date Mgmt Trust Muni FI ⇒ PRINCE GEORGES CNTY MD GO 5% 08/01/35 FA GEN OBLIG CONSOLIDATED PUB IMPT BDS 2026A UT BEO	Gov. Securities	Spouse	$100,001 - $250,000	Interest $5,001 - $15,000
Rajeev Vishvanath Date Management Trust DTD 08/26/2025 ⇒ Goldman Sachs - Rajeev Date Mgmt Trust Muni FI ⇒ QUEEN ANNES CNTY MD GO 5% 07/15/28 JJ PUB FAC AND REF BDS 2021 UT BEO	Gov. Securities	Spouse	$50,001 - $100,000	Interest $1,001 - $2,500
Rajeev Vishvanath Date Management Trust DTD 08/26/2025 ⇒ Goldman Sachs - Rajeev Date Mgmt Trust Muni FI ⇒ SANTA FE CNTY N MEX GO 4% 07/01/27 JJ GO IMPT REF BDS 2021 UT BEO	Gov. Securities	Spouse	$100,001 - $250,000	Interest $2,501 - $5,000
Rajeev Vishvanath Date Management Trust DTD 08/26/2025 ⇒ Goldman Sachs - Rajeev Date Mgmt Trust Muni FI ⇒ WASHINGTON SUBN SAN DIST MD DB 5% 06/01/29 JD PUB IMP REF BDS 2019 UT BEO	Gov. Securities	Spouse	$15,001 - $50,000	Interest $1,001 - $2,500
USAA 401(k) ⇒ Victory Target Retirement 2040 Fund (URFRX)(URFRX)	Mutual Funds	Self	$500,001 - $1,000,000	Tax-Deferred

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Methodology: Net worth is calculated from annual financial disclosures filed under the STOCK Act. Congress members report asset values and liabilities in ranges (e.g., $1,001-$15,000), not exact amounts. The “estimated net worth” shown is the midpoint of total assets minus the midpoint of total liabilities. Actual values may differ. Stock trading data comes from separate Periodic Transaction Reports (PTRs).