Trade Volume by Year
No trades on record.
Top Traded Sectors
No sector data.
Recent Trades
No trades on record for this member.
Net Worth KeyVex estimate
How to read this. A disclosure gives assets and debts as ranges, not figures. The low ends add up to a floor and the high ends to a ceiling; where a figure is headlined it is the midpoint of the two (the method OpenSecrets used for its net-worth rankings and NOTUS uses today), our arithmetic, not a number Maxine Dexter reported. The form does not ask for everything: a home that earns no rent, cars and furnishings, and federal retirement accounts such as the Thrift Savings Plan need not be listed, while a member’s home mortgages must be. So a figure here can sit well below true net worth. Assets of a spouse and dependent children are included, as the form requires.
2 assets listed with no value (“Undetermined”, “Unascertainable”) are left out.
By Kind of Asset
- Mutual funds26 lines$3.3M
- Bank accounts, money market accounts & CDs2 lines$183K
- 529 portfolio2 lines$41K
- Government securities & agency debt1 line$0
Largest Disclosed Holdings
| Asset | Kind | Owner | Value as disclosed |
|---|---|---|---|
| FBAKX Fidelity Balanced Fund Class K (FBAKX) | Mutual funds | — | $500,001 - $1,000,000 |
| FBAKX Fidelity Balanced Fund Class K (FBAKX) | Mutual funds | Spouse | $500,001 - $1,000,000 |
| VSMPX Vanguard Total Stock Market Index Fund Institutional Plus Shares (VSMPX) | Mutual funds | — | $250,001 - $500,000 |
| VSMPX Vanguard Total Stock Market Index Fund Institutional Plus Shares (VSMPX) | Mutual funds | Spouse | $250,001 - $500,000 |
| Cash Accounts | Bank accounts, money market accounts & CDs | Joint | $100,001 - $250,000 |
| VBIMX Vanguard Intermediate-Term Bond Index Fund Institutional Shares (VBIMX) | Mutual funds | — | $100,001 - $250,000 |
| VBIMX Vanguard Intermediate-Term Bond Index Fund Institutional Shares (VBIMX) | Mutual funds | Spouse | $100,001 - $250,000 |
| LIJPX BlackRock LifePath Index 2035 Fund - Investor P Shares (LIJPX) | Mutual funds | — | $50,001 - $100,000 |
| FKIDX Fidelity Diversified International K6 Fund (FKIDX) | Mutual funds | Spouse | $50,001 - $100,000 |
| FKIDX Fidelity Diversified International K6 Fund (FKIDX) | Mutual funds | — | $50,001 - $100,000 |
| VMCIX Vanguard Index Trust Mid-Cap Index Fund Institutional Shares (VMCIX) | Mutual funds | Spouse | $50,001 - $100,000 |
| VSCIX Vanguard Index Trust Small-Cap Index Fund Instl Shares (VSCIX) | Mutual funds | Spouse | $50,001 - $100,000 |
| VSCIX Vanguard Index Trust Small-Cap Index Fund Instl Shares (VSCIX) | Mutual funds | — | $50,001 - $100,000 |
| 1008 - COLLEGE ENROLLMENT 2024 FUND CL A | 529 portfolio | — | $15,001 - $50,000 |
| AIVSX American Funds Investment Co of America A (AIVSX) | Mutual funds | Spouse | $15,001 - $50,000 |
| AGTHX The Growth Fund of America Class A Shares (AGTHX) | Mutual funds | Spouse | $15,001 - $50,000 |
| VMCIX Vanguard Index Trust Mid-Cap Index Fund Institutional Shares (VMCIX) | Mutual funds | — | $15,001 - $50,000 |
| VTISX Vanguard Total International Stock Index Fund Institutional Select Shares (VTISX) | Mutual funds | — | $15,001 - $50,000 |
| 6027 - In School Portfolio A | 529 portfolio | — | $1,001 - $15,000 |
| CWGIX American Funds Capital World Growth & Income Fund Class A Shares (CWGIX) | Mutual funds | Spouse | $1,001 - $15,000 |
| AEPGX American Funds EuroPacific Growth A (AEPGX) | Mutual funds | Joint | $1,001 - $15,000 |
| AEPGX American Funds EuroPacific Growth A (AEPGX) | Mutual funds | Spouse | $1,001 - $15,000 |
| AIVSX American Funds Investment Co of America A (AIVSX) | Mutual funds | Joint | $1,001 - $15,000 |
| NEWFX American Funds New World Fund A (NEWFX) | Mutual funds | Spouse | $1,001 - $15,000 |
| SMCWX American Funds SMALLCAP World A (SMCWX) | Mutual funds | Spouse | $1,001 - $15,000 |
