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Congress

Lateefah Simon

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
$149.25
DSI · 2026-10-09 · USD
Stock price change
+$23.66
+18.84% 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
$11.9K
As of 2026-10-09
Estimated gain / loss
+$1,883.91
+18.84%

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.

AssetDisclosed range
Charles Schwab ⇒ iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) [EF]$1K – $15K
Charles Schwab ⇒ iShares ESG Aware MSCI EAFE ETF (ESGD) [EF]$1K – $15K
Charles Schwab ⇒ iShares ESG MSCI KLD 400 ETF (DSI) [EF]$1K – $15K
Charles Schwab ⇒ iShares ESG Select Screened S&P Mid-Cap ETF (XJH) [EF]$1K – $15K
Charles Schwab ⇒ Nuveen ESG Large-Cap Growth ETF (NULG) [EF]$1K – $15K
Charles Schwab ⇒ SPDR Portfolio Long Term Treasury ETF (SPTL) [EF]$1K – $15K
Charles Schwab ⇒ Vanguard Intermediate-Term Treasury ETF (VGIT) [EF]$1K – $15K

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