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Congress
Jake Auchincloss
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
$81.01
ARAIX · 2026-10-09 · USD
Stock price change
+$3.22
+4.14% over the displayed dates
Chart dates
2025-10-13 – 2026-10-09
Completed daily price dates
Stock price · move across the chart or use arrow keys
Oct 13, 2025Oct 9, 2026
Starting investment
$10K
2025-10-13 · hypothetical
Investment value
$10.4K
As of 2026-10-09
Estimated gain / loss
+$413.94
+4.14%
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 |
|---|---|
| Fidelity Brokerage - MG ⇒ State Street Corporation Common Stock (STT) [RS] | $1M – $1M |
| Fidelity Brokerage - MG ⇒ State Street Corporation Common Stock (STT) [RS] Corporation. | $250K – $500K |
| Merrill Lynch Roth IRA - MG ⇒ iShares MSCI USA ESG Select ETF (SUSA) [EF] | $100K – $250K |
| Merrill Lynch Roth IRA - MG ⇒ SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) [EF] | $100K – $250K |
| Fidelity Brokerage - MG ⇒ Deferred Unit - State Street Corporation Common Stock (STT) [OT] Corporation. | $100K – $250K |
| Merrill Lynch Brokerage - JA ⇒ iShares MSCI USA ESG Select ETF (SUSA) [EF] | $100K – $250K |
| Merrill Lynch Brokerage - JA ⇒ ML Bank Deposit Program [BA] | $100K – $250K |
| Merrill Lynch Brokerage - JA ⇒ SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) [EF] | $100K – $250K |
| Merrill Lynch Roth IRA - MG ⇒ Ariel Fund Instl Cl (ARAIX) [MF] | $100K – $250K |
| Bank of America Savings - MG [BA] | $50K – $100K |
| 529 DC1 ⇒ American Balanced Fund - Class 529-F-2 (FBAFX) [MF] | $50K – $100K |
| 529 DC1 ⇒ American Funds Fundamental Investors - Class 529-F-2 (FFXFX) [MF] | $50K – $100K |
| 529 DC1 ⇒ Capital World Growth and Income Fund - Class 529-F-2 (FCWGX) [MF] | $50K – $100K |
| 529 DC1 ⇒ The New Economy Fund - Class 529-F-2 (FNEEX) [MF] | $50K – $100K |
| 529 DC1 ⇒ Washington Mutual Investors Fund - Class 529-F-2 (FWMMX) [MF] | $50K – $100K |
| 529 DC2 ⇒ American Balanced Fund - Class 529-F-2 (FBAFX) [MF] | $50K – $100K |
| 529 DC2 ⇒ American Funds Fundamental Investors - Class 529-F-2 (FFXFX) [MF] | $50K – $100K |
| 529 DC3 ⇒ American Balanced Fund - Class 529-F-2 (FBAFX) [MF] | $50K – $100K |
| Fidelity - State Street Salary Savings Program ⇒ State Street Target Retirement 2050 Fund Class K (SSDLX) [MF] | $50K – $100K |
| Fidelity Brokerage - MG ⇒ State Street Corporation Common Stock (STT) [ST] | $50K – $100K |
| Merrill Lynch Brokerage - JA ⇒ iShares ESG Aware MSCI USA Small-Cap ETF (ESML) [EF] | $50K – $100K |
| Merrill Lynch Brokerage - JA ⇒ Vanguard ESG International Stock ETF (VSGX) [EF] | $50K – $100K |
| Merrill Lynch Brokerage - MG ⇒ iShares MSCI USA ESG Select ETF (SUSA) [EF] | $50K – $100K |
| Merrill Lynch IRA - MG ⇒ iShares MSCI USA ESG Select ETF (SUSA) [EF] | $50K – $100K |
| Merrill Lynch Roth IRA - MG ⇒ Hartford Schroders International Stock Fund (SCIEX) [MF] | $50K – $100K |
| Merrill Lynch Roth IRA - MG ⇒ iShares ESG Aware MSCI EAFE ETF (ESGD) [EF] | $50K – $100K |
| Bank of America Checking - MG [BA] | $15K – $50K |
| Merrill Lynch Roth IRA - MG ⇒ ML Bank Deposit Program [BA] | $15K – $50K |
| USAA Checking & Savings [BA] | $15K – $50K |
| 529 DC2 ⇒ EuroPacific Growth Fund - Class 529-F-2 (FUEPX) [MF] | $15K – $50K |
| 529 DC2 ⇒ New World Fund, Inc. - Class 529-F-2 (FNFWX) [MF] | $15K – $50K |
| 529 DC2 ⇒ The New Economy Fund - Class 529-F-2 (FNEEX) [MF] | $15K – $50K |
| 529 DC2 ⇒ Washington Mutual Investors Fund - Class 529-F-2 (FWMMX) [MF] | $15K – $50K |
| 529 DC3 ⇒ AMCAP Fund - Class 529-F-2 (FMMMX) [MF] | $15K – $50K |
| 529 DC3 ⇒ Capital Income Builder - Class 529-F-2 (FBCIX) [MF] | $15K – $50K |
| 529 DC3 ⇒ EuroPacific Growth Fund - Class 529-F-2 (FUEPX) [MF] | $15K – $50K |
| 529 DC3 ⇒ The Bond Fund of America - Class 529-F-2 (FFBOX) [MF] | $15K – $50K |
| 529 DC3 ⇒ Washington Mutual Investors Fund - Class 529-F-2 (FWMMX) [MF] | $15K – $50K |
| Merrill Lynch Brokerage - JA ⇒ Ariel Fund Instl Cl (ARAIX) [MF] | $15K – $50K |
| Merrill Lynch Brokerage - JA ⇒ First Trust Water ETF (FIW) [EF] | $15K – $50K |
| Merrill Lynch Brokerage - JA ⇒ iShares ESG Aware MSCI EAFE ETF (ESGD) [EF] | $15K – $50K |
| Merrill Lynch Brokerage - JA ⇒ | $15K – $50K |
| Merrill Lynch Brokerage - MG ⇒ First Trust Water ETF (FIW) [EF] | $15K – $50K |
| Merrill Lynch Brokerage - MG ⇒ Hartford Schroders International Stock Fund (SCIEX) [MF] | $15K – $50K |
| Merrill Lynch Brokerage - MG ⇒ iShares ESG Aware MSCI EAFE ETF (ESGD) [EF] | $15K – $50K |
| Merrill Lynch Brokerage - MG ⇒ iShares ESG Aware MSCI USA Small-Cap ETF (ESML) [EF] | $15K – $50K |
| Merrill Lynch Individual Acct - DC1 ⇒ iShares ESG Advanced MSCI EAFE ETF (DMXF) [EF] | $15K – $50K |
| Merrill Lynch Individual Acct - DC1 ⇒ iShares ESG Advanced MSCI USA ETF (USXF) [EF] | $15K – $50K |
| Merrill Lynch Individual Acct - DC1 ⇒ iShares ESG Aware MSCI EM ETF (ESGE) [EF] | $15K – $50K |
| Merrill Lynch Individual Acct - DC1 ⇒ iShares ESG Aware MSCI USA ETF (ESGU) [EF] | $15K – $50K |
| Merrill Lynch Individual Acct - DC1 ⇒ iShares MSCI KLD 400 Social ETF (DSI) [EF] | $15K – $50K |
| Merrill Lynch Individual Acct - DC2 ⇒ iShares ESG Advanced MSCI USA ETF (USXF) [EF] | $15K – $50K |
| Merrill Lynch Individual Acct - DC2 ⇒ iShares ESG Aware MSCI USA ETF (ESGU) [EF] | $15K – $50K |
| Merrill Lynch Individual Acct - DC2 ⇒ iShares MSCI KLD 400 Social ETF (DSI) [EF] | $15K – $50K |
| Merrill Lynch IRA - MG ⇒ Ariel Fund Instl Cl (ARAIX) [MF] | $15K – $50K |
| Merrill Lynch IRA - MG ⇒ Hartford Schroders International Stock Fund (SCIEX) [MF] | $15K – $50K |
| Merrill Lynch IRA - MG ⇒ iShares ESG Aware MSCI EAFE ETF (ESGD) [EF] | $15K – $50K |
| Merrill Lynch IRA - MG ⇒ SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) [EF] | $15K – $50K |
| Merrill Lynch Roth IRA - JA ⇒ iShares ESG Advanced MSCI EAFE ETF (DMXF) [EF] | $15K – $50K |
| Merrill Lynch Roth IRA - JA ⇒ iShares ESG Advanced MSCI USA ETF (USXF) [EF] | $15K – $50K |
| Merrill Lynch Roth IRA - JA ⇒ iShares ESG Aware MSCI USA ETF (ESGU) [EF] | $15K – $50K |
| Merrill Lynch Roth IRA - JA ⇒ iShares MSCI KLD 400 Social ETF (DSI) [EF] | $15K – $50K |
| Merrill Lynch Roth IRA - MG ⇒ First Trust Water ETF (FIW) [EF] | $15K – $50K |
| Merrill Lynch Roth IRA - MG ⇒ iShares ESG Aware MSCI EM ETF (ESGE) [EF] | $15K – $50K |
| USAA Checking - Joint [BA] | $1K – $15K |
| USAA Savings - Joint [BA] | $1K – $15K |
| USAA Savings DC1 [BA] | $1K – $15K |
| USAA Savings DC2 [BA] | $1K – $15K |
| USAA Savings DC3 [BA] | $1K – $15K |
| Fidelity Health Savings Account ⇒ FDIC Insured Deposit at Wells Fargo HSA [BA] | $1K – $15K |
| Merrill Lynch Brokerage - JA ⇒ Hartford Schroders International Stock Fund (SCIEX) [MF] | $1K – $15K |
| Merrill Lynch Brokerage - MG ⇒ Ariel Fund Instl Cl (ARAIX) [MF] | $1K – $15K |
| Merrill Lynch Brokerage - MG ⇒ ML Bank Deposit Program [BA] | $1K – $15K |
| Merrill Lynch Brokerage - MG ⇒ Vanguard ESG U.S. Stock ETF (ESGV) [EF] | $1K – $15K |
| Merrill Lynch Individual Acct - DC1 ⇒ ML Bank Deposit Program [BA] | $1K – $15K |
| Merrill Lynch Individual Acct - DC2 ⇒ iShares ESG Advanced MSCI EAFE ETF (DMXF) [EF] | $1K – $15K |
| Merrill Lynch Individual Acct - DC2 ⇒ iShares ESG Aware MSCI EM ETF (ESGE) [EF] | $1K – $15K |
| Merrill Lynch Individual Acct - DC2 ⇒ ML Bank Deposit Program [BA] | $1K – $15K |
| Merrill Lynch Individual Acct - DC3 ⇒ iShares MSCI EAFE Growth ETF (EFG) [EF] | $1K – $15K |
| Merrill Lynch Individual Acct - DC3 ⇒ iShares MSCI USA Quality Factor ETF (QUAL) [EF] | $1K – $15K |
| Merrill Lynch Individual Acct - DC3 ⇒ iShares U.S. Equity Factor Rotation Active ETF (DYNF) [EF] | $1K – $15K |
| Merrill Lynch Individual Acct - DC3 ⇒ iShares U.S. Technology ETF (IYW) [EF] | $1K – $15K |
| Merrill Lynch Individual Acct - DC3 ⇒ ML Bank Deposit Program [BA] | $1K – $15K |
| Merrill Lynch IRA - MG ⇒ First Trust Water ETF (FIW) [EF] | $1K – $15K |
| Merrill Lynch IRA - MG ⇒ iShares ESG Aware MSCI EM ETF (ESGE) [EF] | $1K – $15K |
| Merrill Lynch IRA - MG ⇒ ML Bank Deposit Program [BA] | $1K – $15K |
| Merrill Lynch Roth IRA - JA ⇒ iShares ESG Aware MSCI EM ETF (ESGE) [EF] | $1K – $15K |
| Merrill Lynch Individual Acct - DC3 ⇒ iShares MSCI EAFE Value ETF (EFV) [EF] | $1K – $15K |
| Merrill Lynch Individual Acct - DC3 ⇒ iShares MSCI Emerging Markets ex China ETF (EMXC) [EF] | $1K – $15K |
| Merrill Lynch Individual Acct - DC3 ⇒ iShares Core MSCI Emerging Markets ETF (IEMG) [EF] | $1K – $15K |
| Merrill Lynch Individual Acct - DC3 ⇒ iShares S&P 500 Value ETF (IVE) [EF] | $1K – $15K |
| Merrill Lynch Individual Acct - DC3 ⇒ iShares Core S&P 500 ETF (IVV) [EF] | $1K – $15K |
| Merrill Lynch Individual Acct - DC3 ⇒ iShares S&P 500 Growth ETF (IVW) [EF] | $1K – $15K |
| Merrill Lynch Individual Acct - DC3 ⇒ iShares MSCI USA Momentum Factor ETF (MTUM) [EF] | $1K – $15K |
| Fidelity Brokerage - MG ⇒ Fidelity Government Money Market Fund (SPAXX) [MF] | $1 – $1K |
| Merrill Lynch Roth IRA - JA ⇒ ML Bank Deposit Program [BA] | $1 – $1K |
| Merrill Lynch Brokerage - JA ⇒ Domini Impact Bond Fund Institutional Shares (DSBIX) [MF] | Not specified |
| Merrill Lynch Brokerage - JA ⇒ iShares ESG Aware MSCI EM ETF (ESGE) [EF] | Not specified |
| Merrill Lynch Brokerage - JA ⇒ iShares ESG Aware U.S. Aggregate Bond ETF (EAGG) [EF] | Not specified |
| Merrill Lynch Brokerage - JA ⇒ PIMCO Total Return ESG Fund Institutional Class (PTSAX) [MF] | Not specified |
| Merrill Lynch Brokerage - JA ⇒ SPDR MSCI Emerging Markets Fuel Reserves Free ETF (EEMX) [EF] | Not specified |
| Merrill Lynch Brokerage - MG ⇒ Domini Impact Bond Fund Institutional Shares (DSBIX) [MF] | Not specified |
| Merrill Lynch Brokerage - MG ⇒ iShares ESG Aware MSCI EM ETF (ESGE) [EF] | Not specified |
| Merrill Lynch Brokerage - MG ⇒ iShares ESG Aware U.S. Aggregate Bond ETF (EAGG) [EF] | Not specified |
| Merrill Lynch Brokerage - MG ⇒ PIMCO Total Return ESG Fund Institutional Class (PTSAX) [MF] | Not specified |
| Merrill Lynch Brokerage - MG ⇒ SPDR MSCI Emerging Markets Fuel Reserves Free ETF (EEMX) [EF] | Not specified |
| Merrill Lynch Brokerage - MG ⇒ | Not specified |
| SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) [EF] | Not specified |
| Merrill Lynch Individual Acct - DC1 ⇒ BlackRock U.S. Carbon Transition Readiness ETF (LCTU) [EF] | Not specified |
| Merrill Lynch Individual Acct - DC1 ⇒ BlackRock World ex U.S. Carbon Transition Readiness ETF (LCTD) [EF] | Not specified |
| Merrill Lynch Individual Acct - DC2 ⇒ BlackRock U.S. Carbon Transition Readiness ETF (LCTU) [EF] | Not specified |
| Merrill Lynch Individual Acct - DC2 ⇒ BlackRock World ex U.S. Carbon Transition Readiness ETF (LCTD) [EF] | Not specified |
| Merrill Lynch IRA - MG ⇒ Calvert Small Cap Fund Class I (CSVIX) [MF] | Not specified |
| Merrill Lynch Roth IRA - JA ⇒ BlackRock U.S. Carbon Transition Readiness ETF (LCTU) [EF] | Not specified |
| Merrill Lynch Roth IRA - JA ⇒ BlackRock World ex U.S. Carbon Transition Readiness ETF (LCTD) [EF] | Not specified |
| Merrill Lynch Roth IRA - MG ⇒ Calvert Small Cap Fund Class I (CSVIX) [MF] | Not specified |