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Congress
Bradley Schneider
Congressional disclosures describe the filer and reportable household transactions, with amounts in ranges.
Source last checked 2026-10-12 01:31 UTC. Reporting dates appear with the records.
Stock growth & value
Stocks linked to collected disclosures. Prices refresh in the background; the chart shows its actual price dates.
Latest stored close
$24.99
AAGPX · 2026-10-09 · USD
Stock price change
+$0.09
+0.36% over the displayed dates
Chart dates
2025-10-14 – 2026-10-09
Completed daily price dates
Stock price · move across the chart or use arrow keys
Oct 14, 2025Oct 9, 2026
Starting investment
$10K
2025-10-14 · hypothetical
Investment value
$10K
As of 2026-10-09
Estimated gain / loss
+$36.14
+0.36%
Illustration assumes buying this stock at the first displayed close and holding through the last. It does not represent this person's investment or earnings. Uses stored split-adjusted closing prices, without dividends, fees or taxes. Only mapped USD share positions qualify for firm estimates; options, debt and unmapped holdings are excluded. This chart covers the selected stock.
Annual holdings, 2025
Disclosed value ranges from the annual report. These are not current market values.
| Asset | Disclosed range |
|---|---|
| 06N - Fidelity Brokerage Account (JST-E) ⇒ Relative Value Partners Disciplined ETF All Equity (EIF) [HE] | $1M – $1M |
| 08N - Fidelity Brokerage Account (JST-M) ⇒ Relative Value Partners Fixed Income (EIF) [HE] | $1M – $1M |
| 10 - Fidelity Brokerage Account - Rollover IRA ⇒ Relative Value Partners Balance Strategy (EIF) [HE] | $500K – $1M |
| 11 - Fidelity Brokerage Account - Rollover IRA (S) ⇒ Relative Value Partners Balance Strategy (EIF) [HE] | $1M – $1M |
| 17N - Fidelity - Brokerage Account - IRA (CD-EX) ⇒ Relative Value Partners Durable Opportunities (EIF) [HE] | $1M – $1M |
| 20N - Fidelity - Brokerage Account - IRA (ADNEX) ⇒ Relative Value Partners Low Equity Fund (EIF) [HE] | $1M – $1M |
| 21N - Fidelity - Brokerage Account - IRA (AD-EX) ⇒ Relative Value Partners Disciplined ETF (EIF) [HE] | $1M – $1M |
| 25-S Other Individual Investments Spouse ⇒ Alliant Holdings LP [OL] | $1M – $1M |
| 06N - Fidelity Brokerage Account (JST-E) ⇒ T. Rowe Price Capital Appreciation Fund - I Class (TRAIX) [MF] | $500K – $1M |
| 05N - Fidelity Brokerage Account (KPL) ⇒ Relative Value Partners Fixed Income (EIF) [HE] | $250K – $500K |
| 09 - Fidelity Brokerage Account ⇒ HL SFV iCapital Access Fund, L.P. (EIF) [HE] | $250K – $500K |
| 25 - Other Individual Investments ⇒ Rental Property (Single Family Home, Deerfield, IL) [RP] | $250K – $500K |
| 25-S Other Individual Investments Spouse ⇒ Lincoln Park 2023 Fund (EIF) [HE] | $250K – $500K |
| 26 - CD Family Investment Partnership ⇒ Relative Value Partners Balance Strategy (EIF) [HE] | $250K – $500K |
| 26 - CD Family Investment Partnership ⇒ Trigran Investments, LP II (Northbrook, IL investment fund, EIF) [HE] | $250K – $500K |
| 06N - Fidelity Brokerage Account (JST-E) ⇒ SPDR SSgA Global Allocation ETF (GAL) [EF] | $250K – $500K |
| 14 - Schwab Brokerage Account - Roth IRA ⇒ American Century Growth Investor Class (TWCGX) [MF] | $100K – $250K |
| 27 - MSSB BROKERAGE ACCOUNT (CDFT) ⇒ Bahl and Gaynor Income Growth Strategy (EIF) [HE] | $100K – $250K |
| 27 - MSSB BROKERAGE ACCOUNT (CDFT) ⇒ Cash [BA] | $100K – $250K |
| 01 - CIBC, Winnetka, IL ⇒ Checking Account [BA] | $50K – $100K |
| 05N - Fidelity Brokerage Account (KPL) ⇒ T. Rowe Price Capital Appreciation Fund - I Class (TRAIX) [MF] | $50K – $100K |
| 23 - Life Insurance ⇒ Lincoln Financial Universal Policy [WU] | $50K – $100K |
| 25-S Other Individual Investments Spouse ⇒ BG Atavia LLC [OL] | $50K – $100K |
| 25-S Other Individual Investments Spouse ⇒ Bond IPS Investor, LLC [OL] | $50K – $100K |
| 26 - CD Family Investment Partnership ⇒ Cash - Fifth Third - Money Market [BA] | $50K – $100K |
| 27 - CDFT ⇒ 10 Owner LLC (EIF) [HE] | $50K – $100K |
| 27 - CDFT ⇒ Sherman Real Estate Fund XIV, LLC (EIF) [HE] | $50K – $100K |
| 27 - MSSB BROKERAGE ACCOUNT (CDFT) ⇒ MFS Mid Cap Growth (EIF) [HE] | $50K – $100K |
| 27 - MSSB BROKERAGE ACCOUNT (CDFT) ⇒ Thompson Siegel Walmsley Mid Value (EIF) [HE] . | $50K – $100K |
| 14 - Schwab Brokerage Account - Roth IRA ⇒ Allspring C&B Large Cap (CBEAX) [MF] | $15K – $50K |
| 14 - Schwab Brokerage Account - Roth IRA ⇒ American Beacon Large Cap (AAGPX) [MF] | $15K – $50K |
| 14 - Schwab Brokerage Account - Roth IRA ⇒ Carillon ClariVest International Stock Fund Class I (EISIX) | $15K – $50K |
| 14 - Schwab Brokerage Account - Roth IRA ⇒ Highland Global Allocation Fund Common Stock (HGLB) [ST] | $15K – $50K |
| 14 - Schwab Brokerage Account - Roth IRA ⇒ Northern Small Cap Value (NOSGX) [MF] | $15K – $50K |
| 14 - Schwab Brokerage Account - Roth IRA ⇒ Schwab MarketTrack All Equity Portfolio (SWEGX) [MF] | $15K – $50K |
| 24 - MDRJB Investment Partnership, LLC ⇒ Middleton Milwaukee LLC [OL] | $15K – $50K |
| 25-S Other Individual Investments Spouse ⇒ Aerodirect Fund IV [CS] | $15K – $50K |
| 25-S Other Individual Investments Spouse ⇒ MZ Knoxville SFR, LLC [OL] | $15K – $50K |
| 25-S Other Individual Investments Spouse ⇒ | $15K – $50K |
| 26 - CD Family Investment Partnership ⇒ 304 Owner LLC [HE] | $15K – $50K |
| 26 - CD Family Investment Partnership ⇒ Banner Essex Apartment Fund I, LLC [OL] | $15K – $50K |
| 26 - CD Family Investment Partnership ⇒ Banner Fund V [OL] | $15K – $50K |
| 26 - CD Family Investment Partnership ⇒ Banner-Essex Apartment Fund 1A LLC [OL] | $15K – $50K |
| 26 - CD Family Investment Partnership ⇒ Rock Rose Capital Fund I, LLC [OL] | $15K – $50K |
| 26 - CD Family Investment Partnership ⇒ Rock Rose Partners Weatherly, LP [OL] | $15K – $50K |
| 27 - CDFT ⇒ MZ Knoxville SFR, LLC [OL] | $15K – $50K |
| 27 - MSSB BROKERAGE ACCOUNT (CDFT) ⇒ Geneva Small Cap Growth [HE] | $15K – $50K |
| 27 - MSSB BROKERAGE ACCOUNT (CDFT) ⇒ Harding Loevner International Equity ADR (EIF) [HE] | $15K – $50K |
| 27 - MSSB BROKERAGE ACCOUNT (CDFT) ⇒ HL SFV iCapital Access Fund, L.P. (EIF) [HE] | $15K – $50K |
| 27 - MSSB BROKERAGE ACCOUNT (CDFT) ⇒ Lazard Intl Equity Select ADR (EIF) [HE] | $15K – $50K |
| 27 - MSSB BROKERAGE ACCOUNT (CDFT) ⇒ Silvercrest Asset Management Small Cap Value UMA (EIF) [HE] | $15K – $50K |
| 03 - Fifth-Third Bank, Northbrook, IL ⇒ Checking Account [BA] | $1K – $15K |
| 05N - Fidelity Brokerage Account (KPL) ⇒ Fidelity Government Money Market (SPAXX) [BA] | $1K – $15K |
| 06N - Fidelity Brokerage Account (JST-E) ⇒ Fidelity Government Money Market (SPAXX) [BA] | $1K – $15K |
| 08N - Fidelity Brokerage Account (JST-M) ⇒ Fidelity Government Money Market (SPAXX) [BA] | $1K – $15K |
| 14 - Schwab Brokerage Account - Roth IRA ⇒ Hartford Schroders Emerging (SEMVX) [MF] | $1K – $15K |
| 14 - Schwab Brokerage Account - Roth IRA ⇒ Madison SM Cap Fd (Formerly Broadview Oppty Fd) (BVAOX) [MF] | $1K – $15K |
| 14 - Schwab Brokerage Account - Roth IRA ⇒ Manning & Napier Overseas Series Class S (MNOSX) [MF] | $1K – $15K |
| 24 - MDRJB Investment Partnership, LLC ⇒ Fifth Third Bank [BA] | $1K – $15K |
| 24 - MDRJB Investment Partnership, LLC ⇒ Middleton Logan Investors, LLC [OL] | $1K – $15K |
| 24 - MDRJB Investment Partnership, LLC ⇒ Next Realty Fund VIII LP [HE] | $1K – $15K |
| 24 - MDRJB Investment Partnership, LLC ⇒ Sherman Real Estate Fund XII (Real Estate, Multiple Locations) (EIF) [HE] | $1K – $15K |
| 25-S Other Individual Investments Spouse ⇒ Next Realty Fund XI, LP (EIF) [HE] | $1K – $15K |
| 26 - CD Family Investment Partnership ⇒ Banner Essex Apartment Fund I, LLC Class A [OL] | $1K – $15K |
| 26 - CD Family Investment Partnership ⇒ Banner Essex Strategic Apartment Fund II, LLC (Wellington at Willow Bend Apartments) [OL] | $1K – $15K |
| 26 - CD Family Investment Partnership ⇒ Greenway Apartments LP (Real Estate, Carol Stream, IL) [OL] | $1K – $15K |
| 26 - CD Family Investment Partnership ⇒ Next Bronzeville, LLC [OL] | $1K – $15K |
| 26 - CD Family Investment Partnership ⇒ Sherman Real Estate Fund XII (Real Estate, Multiple Locations) (EIF) [HE] | $1K – $15K |
| 26 - CD Family Investment Partnership ⇒ Sherman Real Estate Fund XIII (Real Estate, Multiple Locations) (EIF) [HE] | $1K – $15K |
| 26 - CD Family Investment Partnership ⇒ Wags Hotels [OL] | $1K – $15K |
| 27 - CDFT ⇒ AeroDirect Fund IV [DO] | $1K – $15K |
| 27 - CDFT ⇒ Hayes Owner, LLC (EIF) [HE] | $1K – $15K |
| 14 - Schwab Brokerage Account - Roth IRA ⇒ Cash [BA] | $1 – $1K |
| 25 - Other Individual Investments ⇒ Spaulding Associates (SP) [OL] | $1 – $1K |
| 26 - CD Family Investment Partnership ⇒ Sterling Venture Partners, LP (EIF) [HE] | $1 – $1K |
| 04N - Fidelity Brokerage Account (JT-E) ⇒ Fidelity Government Money Market Fund (SPAXX) [MF] | Not specified |
| 06N - Fidelity Brokerage Account (JST-E) ⇒ | Not specified |
| iShares Core Growth Allocation ETF (AOR) [EF] | Not specified |
| 09 - Fidelity Brokerage Account ⇒ Fidelity Government Money Market (SPAXX) [BA] | Not specified |
| 24 - MDRJB Investment Partnership, LLC ⇒ CH Affiliates LLC [OL] | Not specified |
| 24 - MDRJB Investment Partnership, LLC ⇒ Middleton Park Place, LLC [OL] | Not specified |
| 24 - MDRJB Investment Partnership, LLC ⇒ Sherman Real Estate Fund XI (Real Estate, Multiple Locations) (EIF) [HE] | Not specified |
| 25 - Other Individual Investments ⇒ Questek International, LLC [OL] Materials Engineering (ICME) company. Shared redeemed for gain. | Not specified |
| 25-S Other Individual Investments Spouse ⇒ | Not specified |
| AeroDirect [OL] | Not specified |
| 25-S Other Individual Investments Spouse ⇒ BG One Scottsdale LLC [OL] | Not specified |
| 26 - CD Family Investment Partnership ⇒ Next Gateway, LLC [OL] | Not specified |
| 26 - CD Family Investment Partnership ⇒ Questek International, LLC [OL] Materials Engineering (ICME) company. | Not specified |
| 27 - MSSB BROKERAGE ACCOUNT (CDFT) ⇒ Congress Asset Management (EIF) [HE] | Not specified |
| 27 - MSSB BROKERAGE ACCOUNT (CDFT) ⇒ Relative Value Partners Balance Strategy (EIF) [HE] | Not specified |