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Congress

Nathaniel Moran

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
$62.34
AEPFX · 2026-10-09 · USD
Stock price change
−$2.27
-3.51% 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
$9.6K
As of 2026-10-09
Estimated gain / loss
−$351.34
-3.51%

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
Northwest Mutual Life Insurance Company [WU]$50K – $100K
Texas County & District Retirement System [PE]$50K – $100K
Bank of America Accounts [BA]$15K – $50K
Chase Bank [BA]$15K – $50K
Teacher Retirement System of Texas [PE]$15K – $50K
Northwestern Mutual ⇒ American Fds, The Tax-Exempt Bond Fund of America, Class F-2 Shs (TEAFX) [MF]$15K – $50K
Northwestern Mutual ⇒ Column Mid Cap Fund (CFMCX) [MF]$15K – $50K
Northwestern Mutual ⇒ Dodge & Cox International Stock Fund - Class I (DODFX) [MF]$15K – $50K
Northwestern Mutual ⇒ EuroPacific Growth Fund, Class F-2 Shs (AEPFX) [MF]$15K – $50K
Northwestern Mutual ⇒ Fidelity Advisor Intermediate Municipal Income Fund: Class I (FZIIX) [MF]$15K – $50K
Northwestern Mutual ⇒ Fidelity Advisor New Insights Fund: Class I (FINSX) [MF]$15K – $50K
Northwestern Mutual ⇒ Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF (GSLC) [EF]$15K – $50K
Northwestern Mutual ⇒ MFS Value Fund - Class I (MEIIX) [MF]$15K – $50K
Northwestern Mutual - IRA ⇒ SPDR S&P 500 ETF - SPY [EF]$15K – $50K
Austin Bank [BA]$1K – $15K
Northwestern Mutual ⇒ Column Small Cap Fund (CFSLX) [MF]$1K – $15K
Northwestern Mutual ⇒ Invesco Balanced-Risk Commodity Strategy Fund Class Y (BRCYX) [MF]$1K – $15K
Northwestern Mutual ⇒ iShares MSCI Intl Value Factor ETF (IVLU) [EF]$1K – $15K
Northwestern Mutual ⇒$1K – $15K
Northwestern Mutual ⇒ NM CASH HOLDINGS [BA]$1K – $15K
Northwestern Mutual ⇒ Principal Fds, Inc. Real Estate Securities Fd Instl Cl (PIREX) [MF]$1K – $15K
Northwestern Mutual - 2 ⇒ Dreyfus Govt Cash Management Cash Holdings [BA]$1K – $15K
Northwestern Mutual - IRA ⇒ iShares Core Total USD Bond Market ETF (IUSB) [EF]$1K – $15K
Northwestern Mutual - IRA ⇒ iShares International Equity Factor ETF (INTF) [EF]$1K – $15K
Northwestern Mutual - IRA ⇒ ISHARES TR CORE S&P MCP ETF - IJH [EF]$1K – $15K
Northwestern Mutual - IRA ⇒ ISHARES TR CORE S&P SCP ETF - IJR [EF]$1K – $15K
Northwestern Mutual - IRA ⇒ ISHARES TR MSCI USA VALUE - VLUE [EF]$1K – $15K
Northwestern Mutual - IRA ⇒ Van Eck CM Commodity Index Fd Cl Y (CMCYX) [MF]$1K – $15K
Northwestern Mutual - IRA ⇒$1K – $15K
Northwestern Mutual - IRA ⇒ Vanguard Intermediate-Term Bond ETF (BIV) [EF]$1K – $15K
Northwestern Mutual ⇒ Fidelity Advisor Emerging Markets Fund: Class I (FIMKX) [MF]$1K – $15K
Northwestern Mutual - IRA ⇒ Invesco S&P 500 Equal Weight ETF (RSP) [EF]$1K – $15K
Northwestern Mutual ⇒ Invesco S&P 500 Equal Weight ETF (RSP) [EF]$1K – $15K
Northwestern Mutual - IRA ⇒ iShares 20+ Year Treasury Bond ETF (TLT) [EF]$1K – $15K
Northwestern Mutual ⇒ iShares 20+ Year Treasury Bond ETF (TLT) [EF]$1K – $15K
Northwestern Mutual - IRA ⇒ Vanguard FTSE Developed Markets ETF (VEA) [EF]$1K – $15K
Northwestern Mutual ⇒ iShares MSCI USA Value Factor ETF (VLUE) [EF]$1K – $15K
Northwestern Mutual - IRA ⇒ Vanguard Real Estate ETF (VNQ) [EF] .$1K – $15K
New World Fund, Inc., Class F-2 Shs (NFFFX) [MF]Not specified

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