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Congress
Kathy Castor
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
$32.00
BEN · 2026-10-09 · USD
Stock price change
+$9.08
+39.62% 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
$14K
As of 2026-10-09
Estimated gain / loss
+$3,961.61
+39.62%
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 |
|---|---|
| Franklin Templeton Joint Retirement ⇒ Franklin California High Yield Muni Fd Advisor Class (FVCAX) [MF] | $1M – $5M |
| Spouse 401K ⇒ Galliard Stable Return Fund C [OT] | $1M – $5M |
| Vanguard Joint Retirement ⇒ Vanguard High-Yield Tax-Exempt Fund Admiral Shares (VWALX) [MF] | $1M – $5M |
| Vanguard Joint Retirement ⇒ Vanguard Municipal Money Market Fund (VMSXX) [MF] | $1M – $5M |
| Franklin Templeton Joint Retirement ⇒ Franklin Income Fund Advisor Class (FRIAX) [MF] | $1M – $5M |
| IRA ⇒ US Treasury Money Fund [BA] | $500K – $1M |
| Spouse 401K ⇒ Lord Abbett Short Duration Income Class R5 (LDLTX) [MF] | $500K – $1M |
| E*Trade Brokerage Account ⇒ Vanguard Municipal Money Market Fund (VMSXX) [MF] | $250K – $500K |
| Spouse 401K ⇒ BlackRock Inflation Protected Bond Portfolio - Institutional (BPRIX) [MF] | $250K – $500K |
| Vanguard Joint Retirement ⇒ Berkshire Hathaway Inc. New (BRK.B) [ST] | $250K – $500K |
| E*Trade Brokerage Account ⇒ Amplify CWP Enhanced Dividend Income ETF (DIVO) [EF] | $100K – $250K |
| E*Trade Brokerage Account ⇒ Global X Funds Global X Dow 30 Covered Call ETF [EF] | $100K – $250K |
| E*Trade Brokerage Account ⇒ Vanguard Treasury Money Market Fund (VUSXX) [MF] | $100K – $250K |
| Franklin Templeton Joint Retirement ⇒ Franklin High Yield Tax-Free Income Fund Advisor Class (FHYVX) [MF] | $100K – $250K |
| Franklin Templeton Joint Retirement ⇒ Mutual Global Discovery Fund Class Z (MDISX) [MF] | $100K – $250K |
| IRA ⇒ T. Rowe Price Cash Reserves Fund (TSCXX) [MF] | $100K – $250K |
| Spouse 401K ⇒ Principal Global Investors LargeCap S&P 500 Index (-) [OT] | $100K – $250K |
| Vanguard Joint Retirement ⇒ Vanguard Federal Money Market Fund [BA] | $100K – $250K |
| Bank of America Checking [BA] | $50K – $100K |
| E*Trade Brokerage Account ⇒ T. Rowe Price Tax-Exempt Money Fd (PTEXX) [MF] | $50K – $100K |
| E*Trade Brokerage Account ⇒ Vanguard Money Market Reserves Federal Money Market Fund (VMFXX) [MF] | $50K – $100K |
| E*Trade Brokerage Account ⇒ Global X S&P 500 Covered Call ETF (XYLD) [EF] | $15K – $50K |
| IRA ⇒ T. Rowe Price Dividend Growth Fund - I Class (PDGIX) [MF] | $15K – $50K |
| IRA ⇒ T. Rowe Price Global Growth Stock Fund (RPGEX) [MF] | $15K – $50K |
| IRA ⇒ T. Rowe Price Value Fund - I Class (TRPIX) [MF] | $15K – $50K |
| Spouse 401K ⇒ CIT: MFS International Equity Fund Fee Class U (GAACWX) [MF] | $15K – $50K |
| Spouse 401K ⇒ JPMorgan Large Cap Growth Fund R6 (JLGMX) [MF] | $15K – $50K |
| Spouse 401K ⇒ JPMorgan Mid Cap Value Fund-R6 (JMVYX) [MF] | $15K – $50K |
| Spouse 401K ⇒ MFS Value Fund Class R3 (MEIHX) [MF] | $15K – $50K |
| Spouse 401K ⇒ Principal Fds, Inc. International Equity Index Institutional Class (PIDIX) [MF] | $15K – $50K |
| Spouse 401K ⇒ Principal US Property Sep Acct (-) [OT] | $15K – $50K |
| Spouse 401K ⇒ T. Rowe Price International Discovery Fund - I Class (TIDDX) [MF] | $15K – $50K |
| E*Trade Brokerage Account ⇒ JPMorgan Equity Premium Income ETF (JEPI) [EF] | $15K – $50K |
| E*Trade Brokerage Account ⇒ Global X NASDAQ 100 Covered Call ETF (QYLD) [EF] | $15K – $50K |
| Vanguard Joint Retirement ⇒ Vanguard Div Appreciation ETF (VIG) [EF] | $15K – $50K |
| Vanguard Joint Retirement ⇒ Vanguard S&P 500 ETF (VOO) [EF] | $15K – $50K |
| Bank of America Savings [BA] | $1K – $15K |
| E*Trade Brokerage Account ⇒ E*Trade Savings [BA] | $1K – $15K |
| Franklin Templeton Joint Retirement ⇒ FIST Equity Income Fund - Advisor Class (FEIFX) [MF] | $1K – $15K |
| Franklin Templeton Joint Retirement ⇒ Franklin California Intermediate-Term Tax Free Income Fd Adv Cl (FRCZX) [MF] | $1K – $15K |
| Franklin Templeton Joint Retirement ⇒ Franklin Growth Fund Advisor Class (FCGAX) [MF] | $1K – $15K |
| Franklin Templeton Joint Retirement ⇒ Franklin Mutual U.S. Mid Cap Value Fund - Advisor Class (FBSAX) [MF] | $1K – $15K |
| Franklin Templeton Joint Retirement ⇒ Franklin Rising Dividends Fund Advisor Class (FRDAX) [MF] | $1K – $15K |
| Franklin Templeton Joint Retirement ⇒ Franklin Small -Mid Cap Growth Fund Advisor Class (FSGAX) [MF] | $1K – $15K |
| Franklin Templeton Joint Retirement ⇒ Franklin U.S. Government Money Fund Class A (FMFXX) [MF] | $1K – $15K |
| Franklin Templeton Joint Retirement ⇒ Mutual Shares Corporation Cl Z (MUTHX) [MF] | $1K – $15K |
| Spouse 401K ⇒ PIMCO Income Fund Insti Class (PIMIX) [MF] | $1K – $15K |
| Spouse 401K ⇒ Principal Fds, Inc. Bond Market Index Class R-3 (PBOIX) [MF] | $1K – $15K |
| Spouse 401K ⇒ Principal Fds, Inc. Core Plus Bond Fund, Class A (PRBDX) [MF] | $1K – $15K |
| Spouse 401K ⇒ Principal Funds, Inc. Principal LifeTime Hybrid Income Fund, Institutional Class (PHTFX) [MF] | $1K – $15K |
| Vanguard Joint Retirement ⇒ Vanguard ESG U.S. Stock ETF (ESGV) [EF] | $1K – $15K |
| Vanguard Joint Retirement ⇒ | $1K – $15K |
| Vanguard Joint Retirement ⇒ Vanguard Mega Cap Value ETF (MGV) [EF] | $1K – $15K |
| Vanguard Joint Retirement ⇒ Vanguard Value ETF (VTV) [EF] . | $1K – $15K |
| Vanguard Joint Retirement ⇒ Vanguard Large-Cap ETF (VV) [EF] | $1K – $15K |
| Vanguard Joint Retirement ⇒ Vanguard High Dividend Yield ETF (VYM) [EF] | $1K – $15K |
| Florida FRS Pension Plan [PE] | Not specified |
| E*Trade Brokerage Account ⇒ First Trust Municipal High Income ETF (FMHI) [EF] | Not specified |
| E*Trade Brokerage Account ⇒ Franklin Dynamic Municipal Bond ETF (FLMI) [EF] | Not specified |
| E*Trade Brokerage Account ⇒ Franklin Municipal Green Bond ETF (FLMB) [EF] | Not specified |
| E*Trade Brokerage Account ⇒ SPDR Dow Jones Industrial Average ETF [EF] | Not specified |
| IRA ⇒ Franklin High Income Fund Advisor Class (FVHIX) [MF] | Not specified |
| IRA ⇒ T. Rowe Price Blue Chip Growth Fund - I Class (TBCIX) [MF] | Not specified |
| Spouse 401K ⇒ Driehaus Emerging Markets Growth Fund Institutional Share Class (DIEMX) [MF] | Not specified |
| Spouse 401K ⇒ EuroPacific Growth Fund Cl R-6 (RERGX) [MF] | Not specified |
| Spouse 401K ⇒ Principal MidCap Separate Account (-) [OT] | Not specified |
| Spouse 401K ⇒ Principal SmallCap S&P 600 Index Separate Account (-) [OT] | Not specified |
| Vanguard Joint Retirement ⇒ Vanguard Tax-Exempt Bond ETF (VTEB) [EF] | Not specified |
| Vanguard Joint Retirement ⇒ Vanguard Tax-Managed Funds Vanguard Intermediate-Term Tax-Exempt Bond ETF (VTEI) [EF] | Not specified |
| Vanguard Joint Retirement ⇒ Vanguard S&P Mid-Cap 400 ETF (IVOO) [EF] | Not specified |
| Vanguard Joint Retirement ⇒ Global X NASDAQ 100 Covered Call ETF (QYLD) [EF] | Not specified |
| E*Trade Brokerage Account ⇒ SPDR S&P 500 (SPY) [EF] | Not specified |