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Congress
Suzanne Bonamici
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
$8.23
CTRZX · 2026-10-09 · USD
Stock price change
−$0.60
-6.80% 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
$9.3K
As of 2026-10-09
Estimated gain / loss
−$679.50
-6.80%
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 |
|---|---|
| The Michael H. Simon Rollover IRA at Vanguard ⇒ Vanguard Money Market Reserves Federal Money Market Fund (VMFXX) [MF] | $1M – $5M |
| The Michael H. Simon Rollover IRA at Vanguard ⇒ Vanguard PRIMECAP Fund Admiral Shares (VPMAX) [MF] | $1M – $5M |
| The Michael H. Simon Rollover IRA at Vanguard ⇒ Vanguard 500 Index Fd Admiral Shs (VFIAX) [MF] | $500K – $1M |
| Ameriprise Managed Asset Account ⇒ Loomis Sayles Funds - Growth Fund Class Y (LSGRX) [MF] | $250K – $500K |
| Ameriprise Managed Asset Account ⇒ Multi-Manager Value Strategies Fund Class I (CZMVX) [MF] | $250K – $500K |
| Miscellaneous Assets Jointly Owned ⇒ Gold Coins [CO] | $250K – $500K |
| Suzanne's Personal Assets ⇒ OnPoint Community Credit Union [BA] | $250K – $500K |
| Ameriprise Managed Asset Account ⇒ Allspring Emerging Markets Equity Fund Institutional Class (EMGNX) [MF] | $100K – $250K |
| Ameriprise Managed Asset Account ⇒ Columbia Contrarian Core Fund Class I (SMGIX) [MF] | $100K – $250K |
| Ameriprise Managed Asset Account ⇒ Goldman Sachs GQG Partners International Opportunities Fund - Investor Shares (GSINX) [MF] | $100K – $250K |
| Ameriprise Managed Asset Account ⇒ Invesco S&P 500 Top 50 ETF (XLG) [EF] | $100K – $250K |
| Ameriprise Managed Asset Account ⇒ MFS International Value Fund Class I (MINIX) [MF] | $100K – $250K |
| Ameriprise Managed Asset Account ⇒ MFS Value Fund - Class I (MEIIX) [MF] | $100K – $250K |
| Ameriprise Managed Asset Account ⇒ Multi-Manager Small Cap Equity Strategies Fund Class I (CZMSX) [MF] | $100K – $250K |
| Ameriprise Managed Asset Account ⇒ Multi-Manager Total Return Bond Strategies Fund Class I (CTRZX) [MF] | $100K – $250K |
| Ameriprise Managed Asset Account ⇒ PGIM Jennison Growth Fund Class Z (PJFZX) [MF] | $100K – $250K |
| Miscellaneous Assets Jointly Owned ⇒ Northwestern Mutual Life Ins. Co. [OT] | $100K – $250K |
| Miscellaneous Assets Jointly Owned ⇒ U.S. Bank NA [BA] | $100K – $250K |
| Suzanne's Personal Assets ⇒ Franklin Templeton Growth Target Fund Class A (FGTIX) [MF] | $100K – $250K |
| Ameriprise Managed Asset Account ⇒ Allspring Fd, Short-Term Municipal Bond Inst (WSBIX) [MF] | $50K – $100K |
| Ameriprise Managed Asset Account ⇒ Fidelity Advisor Intermediate Municipal Income Fund: Class I (FZIIX) [MF] | $50K – $100K |
| Ameriprise Managed Asset Account ⇒ Nuveen Flagship Limited Term Municipal Bond Fd Cl R Shs (FLTRX) [MF] | $50K – $100K |
| Ameriprise Managed Asset Account ⇒ NYLI MacKay Tax Free Bond Fund Class I (MTBIX) [MF] | $50K – $100K |
| Ameriprise Managed Asset Account ⇒ Western Asset Intermediate-Term Municipals Fund Class I (SBTYX) [MF] | $50K – $100K |
| Michael H. Simon Royalties ⇒ Concord Theatricals [IP] | $50K – $100K |
| Michael H. Simon Royalties ⇒ International Authors Society [IP] | $50K – $100K |
| Ameriprise Managed Asset Account ⇒ Vanguard Mid-Cap ETF (VO) [EF] | $50K – $100K |
| Ameriprise Managed Asset Account ⇒ MFS Municipal High Income Fd Cl I (MMIIX) [MF] | $15K – $50K |
| Michael H. Simon Royalties ⇒ GEP Talent Services, LLC [IP] | $1K – $15K |
| Miscellaneous Assets Jointly Owned ⇒ Ameriprise Cash Holding [BA] | $1K – $15K |
| Ameriprise Managed Asset Account ⇒ | Not specified |
| iShares MSCI EAFE Value ETF (EFV) [EF] | Not specified |