Congress
Teresa Leger Fernandez
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.
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Annual holdings, 2025
Disclosed value ranges from the annual report. These are not current market values.
| Asset | Disclosed range |
|---|---|
| Charles Schwabb IRA ⇒ Baird Aggregate Bond Fund Institutional Class (BAGIX) [MF] | $250K – $500K |
| Charles Schwabb IRA ⇒ Vanguard S&P 500 ETF (VOO) [EF] | $250K – $500K |
| Charles Schwabb IRA ⇒ Causeway International Value Fund - Institutional Class (CIVIX) [MF] | $100K – $250K |
| Charles Schwabb IRA ⇒ PIMCO Income Fund Insti Class (PIMIX) [MF] | $100K – $250K |
| Charles Schwabb IRA ⇒ Washington Mutual Investors Fund - Class F-3 (FWMIX) [MF] | $100K – $250K |
| Charles Schwabb IRA ⇒ WCM Focused International Growth Fund Insti Cl (WCMIX) [MF] | $100K – $250K |
| Charles Schwabb IRA ⇒ Baillie Gifford Emerging Market Fund- Institutional Class (BGEGX) [MF] | $50K – $100K |
| Charles Schwabb IRA ⇒ Flat Rock Opportunity Fund (FROPX) [MF] | $50K – $100K |
| Charles Schwabb IRA ⇒ Vanguard Mid-Cap ETF (VO) [EF] | $50K – $100K |
| Charles Schwabb IRA ⇒ Charles Schwab Bank [BA] | $15K – $50K |
| Charles Schwabb IRA ⇒ Lazard Global Listed Infrastructure Ptf Insti Shs (GLIFX) [MF] | $15K – $50K |
| Charles Schwabb IRA ⇒ Schwab Prime Advantage Money Fund- Investor Shares (SWVXX) [MF] | $15K – $50K |
| Charles Schwabb IRA ⇒ Westwood Salient MLP & Energy Infrastructure Fund - Institutional (SMLPX) [MF] . | $15K – $50K |
| Charles Schwabb IRA ⇒ Bluerock Private Real Estate Fund Common Shares of Beneficial Interest (BPRE) [OT] Estate Fund, which is a broadly diversified publicly traded closed-end fund | $1K – $15K |
| Charles Schwabb IRA ⇒ Charles Schwab (Cash) [IH] | $1K – $15K |
| Charles Schwabb IRA ⇒ | Not specified |
| Conestoga SMid Cap Fund Institutional Class (CCSGX) [MF] | Not specified |