Christopher Deluzio — 2025 financial disclosure
Amendment status is not available for House filings. A filing listed here may since have been amended.
House filings are read from the House Clerk's PDF. On a candidate or new-filer report the income amounts print in two columns — current year to filing, and preceding year — and neither is shown here, because neither is the reporting period; the source document linked on this page has both. A row marked parse_unreliable may be misread; the source document is authoritative for it.
| Report type | Annual |
| Filing year | 2025 |
| Chamber | house |
| J.P Morgan -Checking & Savings | $1,001 - $15,000 · None |
| J.P. Morgan - Checking & Savings | $50,001 - $100,000 · None |
| J.P. Morgan - Checking & Savings | $1,001 - $15,000 · None |
| PA Target Enrollment 2042/2043 | $50,001 - $100,000 · Tax-Deferred |
| Target Enrollment 2040 | None · Tax-Deferred |
| Target Enrollment 2038 | None · Tax-Deferred |
| PA Target Enrollment 2038/2039 | $250,001 - $500,000 · Tax-Deferred |
| PA Target Enrollment 2036/2037 | $250,001 - $500,000 · Tax-Deferred |
| PA Target Enrollment 2038/2039 | $100,001 - $250,000 · Tax-Deferred |
| iShares Core MSCI EAFE ETF (IEFA) | $15,001 - $50,000 · Capital Gains, Dividends · $50,001 - $100,000 |
| iShares Core S&P Total U.S. Stock Market ETF (ITOT) | $100,001 - $250,000 · Capital Gains, Dividends · $15,001 - $50,000 |
| JPMorgan Deposit Account | $1,001 - $15,000 · None |
| JPMorgan Equity Premium Income ETF (JEPI) | $1,001 - $15,000 · Capital Gains, Dividends · $201 - $1,000 |
| Lord Abbett Short Duration Income Class F3 (LOLDX) | None · Capital Gains, Dividends · $201 - $1,000 |
| Schwab U.S. Broad Market ETF (SCHB) | $15,001 - $50,000 · Capital Gains, Dividends · $5,001 - $15,000 |
| Schwab U.S. Large-Cap Value ETF (SCHV) | $15,001 - $50,000 · Capital Gains, Dividends · $2,501 - $5,000 |
| SPDR Select Sector Fund - Consumer Discretionary (XLY) | $1,001 - $15,000 · Capital Gains, Dividends · $201 - $1,000 |
| SPDR Select Sector Fund - Health Care (XLV) | $1,001 - $15,000 · Capital Gains, Dividends · $201 - $1,000 |
| SPDR Select Sector Fund - Technology (XLK) | $1,001 - $15,000 · Capital Gains, Dividends · $1,001 - $2,500 |
| The Communication Services Select Sector SPDR Fund (XLC) | $1,001 - $15,000 · Capital Gains, Dividends · $201 - $1,000 |
| Vanguard Consumer Staples ETF (VDC) | $1,001 - $15,000 · Capital Gains, Dividends · $201 - $1,000 |
| Vanguard Mid-Cap Value ETF (VOE) | $15,001 - $50,000 · Capital Gains, Dividends · $5,001 - $15,000 |
| Vanguard Small-Cap Value ETF (VBR) | $15,001 - $50,000 · Capital Gains, Dividends · $2,501 - $5,000 |
| Vanguard Total Stock Market ETF (VTI) | $50,001 - $100,000 · Capital Gains, Dividends · $15,001 - $50,000 |
| iShares Core MSCI EAFE ETF (IEFA) | $15,001 - $50,000 · Capital Gains, Dividends · $50,001 - $100,000 |
| iShares Core S&P Total U.S. Stock Market ETF (ITOT) | $100,001 - $250,000 · Capital Gains, Dividends · $15,001 - $50,000 |
| JPMORGAN DEPOSIT ACCT B | $1,001 - $15,000 · None |
| Schwab U.S. Broad Market ETF (SCHB) | $15,001 - $50,000 · Capital Gains, Dividends · $5,001 - $15,000 |
| Schwab U.S. Large-Cap Value ETF (SCHV) | $50,001 - $100,000 · Capital Gains, Dividends · $5,001 - $15,000 |
| SPDR Select Sector Fund - Consumer Discretionary (XLY) | $1,001 - $15,000 · Capital Gains, Dividends · $201 - $1,000 |
| SPDR Select Sector Fund - Health Care (XLV) | $1,001 - $15,000 · None |
| SPDR Select Sector Fund - Technology (XLK) | $1,001 - $15,000 · Capital Gains, Dividends · $201 - $1,000 |
| The Communication Services Select Sector SPDR Fund (XLC) | $1,001 - $15,000 · Capital Gains, Dividends · $201 - $1,000 |
| Vanguard Consumer Staples ETF (VDC) | $1,001 - $15,000 · None |
| Vanguard Mid-Cap Value ETF (VOE) | $15,001 - $50,000 · Capital Gains, Dividends · $5,001 - $15,000 |
| Vanguard Small-Cap Value ETF (VBR) | $15,001 - $50,000 · Capital Gains, Dividends · $2,501 - $5,000 |
| Vanguard Total Stock Market ETF (VTI) | $15,001 - $50,000 · Capital Gains, Dividends · $2,501 - $5,000 |
| JPMorgan Deposit Account | $1,001 - $15,000 · Interest · $201 - $1,000 |
| JPMorgan Equity Premium Income ETF (JEPI) | $1,001 - $15,000 · None |
| Lord Abbett Ultra Short Bond Class F3 (LUBOX) | $1,001 - $15,000 · None |
| … | 80 more assets: every one is in the complete record on this filing's page |
The complete record
| party | Democrat |
| state | PA |
| office | Representative, PA-17 |
| source | HOUSE_CLERK_FD |
| chamber | house |
| filing id | house-fd-10074671 |
| report url | https://disclosures-clerk.house.gov/public_disc/financial-pdfs/2025/10074671.pdf |
| scraped at | 2026-08-31T10:31:24.314Z |
| asset count | 120 |
| bioguide id | D000530 |
| filing date | 2026-08-05 |
| filing year | 2025 |
| member last | Deluzio |
| member name | Christopher Deluzio |
| report type | Annual |
| member first | Christopher |
| content parsed | true |
| report subtype | Annual Report |
| state district | 17 |
| liability count | 2 |
assets (120)
| owner | ticker | location | asset name | asset type | row number | description | income type | value range | income range | asset subtype |
|---|---|---|---|---|---|---|---|---|---|---|
| — | — | — | J.P Morgan -Checking & Savings | BA | 1 | — | None | $1,001 - $15,000 | — | — |
| JT | — | — | J.P. Morgan - Checking & Savings | BA | 2 | — | None | $50,001 - $100,000 | — | — |
| SP | — | — | J.P. Morgan - Checking & Savings | BA | 3 | — | None | $1,001 - $15,000 | — | — |
| — | — | PA | PA Target Enrollment 2042/2043 | 5F | 4 | — | Tax-Deferred | $50,001 - $100,000 | — | — |
| — | — | NY | Target Enrollment 2040 | 5F | 5 | — | Tax-Deferred | None | — | — |
| — | — | NY | Target Enrollment 2038 | 5F | 6 | — | Tax-Deferred | None | — | — |
| — | — | PA | PA Target Enrollment 2038/2039 | 5F | 7 | — | Tax-Deferred | $250,001 - $500,000 | — | — |
| — | — | PA | PA Target Enrollment 2036/2037 | 5F | 8 | — | Tax-Deferred | $250,001 - $500,000 | — | — |
| — | — | — | PA Target Enrollment 2038/2039 | MF | 9 | — | Tax-Deferred | $100,001 - $250,000 | — | — |
| SP | — | — | iShares Core MSCI EAFE ETF (IEFA) | EF | 10 | — | Capital Gains, Dividends | $15,001 - $50,000 | $50,001 - $100,000 | — |
| SP | — | — | iShares Core S&P Total U.S. Stock Market ETF (ITOT) | EF | 11 | — | Capital Gains, Dividends | $100,001 - $250,000 | $15,001 - $50,000 | — |
| SP | — | — | JPMorgan Deposit Account | BA | 12 | — | None | $1,001 - $15,000 | — | — |
| SP | — | — | JPMorgan Equity Premium Income ETF (JEPI) | EF | 13 | — | Capital Gains, Dividends | $1,001 - $15,000 | $201 - $1,000 | — |
| SP | — | — | Lord Abbett Short Duration Income Class F3 (LOLDX) | MF | 14 | — | Capital Gains, Dividends | None | $201 - $1,000 | — |
| SP | — | — | Schwab U.S. Broad Market ETF (SCHB) | EF | 15 | — | Capital Gains, Dividends | $15,001 - $50,000 | $5,001 - $15,000 | — |
| SP | — | — | Schwab U.S. Large-Cap Value ETF (SCHV) | EF | 16 | — | Capital Gains, Dividends | $15,001 - $50,000 | $2,501 - $5,000 | — |
| SP | — | — | SPDR Select Sector Fund - Consumer Discretionary (XLY) | EF | 17 | Sales less than $1,000 | Capital Gains, Dividends | $1,001 - $15,000 | $201 - $1,000 | — |
| SP | — | — | SPDR Select Sector Fund - Health Care (XLV) | EF | 18 | Sales less than $1,000 | Capital Gains, Dividends | $1,001 - $15,000 | $201 - $1,000 | — |
| SP | — | — | SPDR Select Sector Fund - Technology (XLK) | EF | 19 | — | Capital Gains, Dividends | $1,001 - $15,000 | $1,001 - $2,500 | — |
| SP | — | — | The Communication Services Select Sector SPDR Fund (XLC) | EF | 20 | — | Capital Gains, Dividends | $1,001 - $15,000 | $201 - $1,000 | — |
| SP | — | — | Vanguard Consumer Staples ETF (VDC) | EF | 21 | Sales less than $1,000 | Capital Gains, Dividends | $1,001 - $15,000 | $201 - $1,000 | — |
| SP | — | — | Vanguard Mid-Cap Value ETF (VOE) | EF | 22 | — | Capital Gains, Dividends | $15,001 - $50,000 | $5,001 - $15,000 | — |
| SP | — | — | Vanguard Small-Cap Value ETF (VBR) | EF | 23 | — | Capital Gains, Dividends | $15,001 - $50,000 | $2,501 - $5,000 | — |
| SP | — | — | Vanguard Total Stock Market ETF (VTI) | EF | 24 | — | Capital Gains, Dividends | $50,001 - $100,000 | $15,001 - $50,000 | — |
| — | — | — | iShares Core MSCI EAFE ETF (IEFA) | EF | 25 | — | Capital Gains, Dividends | $15,001 - $50,000 | $50,001 - $100,000 | — |
| — | — | — | iShares Core S&P Total U.S. Stock Market ETF (ITOT) | EF | 26 | — | Capital Gains, Dividends | $100,001 - $250,000 | $15,001 - $50,000 | — |
| — | — | — | JPMORGAN DEPOSIT ACCT B | BA | 27 | — | None | $1,001 - $15,000 | — | — |
| — | — | — | Schwab U.S. Broad Market ETF (SCHB) | EF | 28 | — | Capital Gains, Dividends | $15,001 - $50,000 | $5,001 - $15,000 | — |
| — | — | — | Schwab U.S. Large-Cap Value ETF (SCHV) | EF | 29 | — | Capital Gains, Dividends | $50,001 - $100,000 | $5,001 - $15,000 | — |
| — | — | — | SPDR Select Sector Fund - Consumer Discretionary (XLY) | EF | 30 | Sales less than $1,000 | Capital Gains, Dividends | $1,001 - $15,000 | $201 - $1,000 | — |
| — | — | — | SPDR Select Sector Fund - Health Care (XLV) | EF | 31 | — | None | $1,001 - $15,000 | — | — |
| — | — | — | SPDR Select Sector Fund - Technology (XLK) | EF | 32 | Sales less than $1,000 | Capital Gains, Dividends | $1,001 - $15,000 | $201 - $1,000 | — |
| — | — | — | The Communication Services Select Sector SPDR Fund (XLC) | EF | 33 | Sales less than $1,000 | Capital Gains, Dividends | $1,001 - $15,000 | $201 - $1,000 | — |
| — | — | — | Vanguard Consumer Staples ETF (VDC) | EF | 34 | — | None | $1,001 - $15,000 | — | — |
| — | — | — | Vanguard Mid-Cap Value ETF (VOE) | EF | 35 | — | Capital Gains, Dividends | $15,001 - $50,000 | $5,001 - $15,000 | — |
| — | — | — | Vanguard Small-Cap Value ETF (VBR) | EF | 36 | — | Capital Gains, Dividends | $15,001 - $50,000 | $2,501 - $5,000 | — |
| — | — | — | Vanguard Total Stock Market ETF (VTI) | EF | 37 | — | Capital Gains, Dividends | $15,001 - $50,000 | $2,501 - $5,000 | — |
| DC | — | — | JPMorgan Deposit Account | BA | 38 | — | Interest | $1,001 - $15,000 | $201 - $1,000 | — |
| DC | — | — | JPMorgan Equity Premium Income ETF (JEPI) | EF | 39 | — | None | $1,001 - $15,000 | — | — |
| DC | — | — | Lord Abbett Ultra Short Bond Class F3 (LUBOX) | MF | 40 | — | None | $1,001 - $15,000 | — | — |
| DC | — | — | SPDR Select Sector Fund - Consumer Discretionary (XLY) | EF | 41 | — | None | $1,001 - $15,000 | — | — |
| DC | — | — | Vanguard Communication Services ETF (VOX) | EF | 42 | — | None | $15,001 - $50,000 | — | — |
| DC | — | — | Vanguard Consumer Staples ETF (VDC) | EF | 43 | — | None | $1,001 - $15,000 | — | — |
| DC | — | — | Vanguard Health Care ETF (VHT) | EF | 44 | — | None | $1,001 - $15,000 | — | — |
| DC | — | — | Vanguard Information Tech ETF (VGT) | EF | 45 | — | None | $15,001 - $50,000 | — | — |
| DC | — | — | JPMorgan Deposit Account | BA | 46 | — | Interest | $1,001 - $15,000 | $201 - $1,000 | — |
| DC | — | — | JPMorgan Equity Premium Income ETF (JEPI) | EF | 47 | — | Dividends | $1,001 - $15,000 | $201 - $1,000 | — |
| DC | — | — | Lord Abbett Ultra Short Bond Class F3 (LUBOX) | MF | 48 | — | Dividends | $15,001 - $50,000 | $1,001 - $2,500 | — |
| DC | — | — | SPDR Select Sector Fund - Consumer Discretionary (XLY) | EF | 49 | — | Dividends | $50,001 - $100,000 | $201 - $1,000 | — |
| DC | — | — | Vanguard Communication Services ETF (VOX) | EF | 50 | — | Dividends | $50,001 - $100,000 | $201 - $1,000 | — |
| DC | — | — | Vanguard Consumer Staples ETF (VDC) | EF | 51 | — | Dividends | $15,001 - $50,000 | $201 - $1,000 | — |
| DC | — | — | Vanguard Health Care ETF (VHT) | EF | 52 | — | Dividends | $50,001 - $100,000 | $1,001 - $2,500 | — |
| DC | — | — | Vanguard Information Tech ETF (VGT) | EF | 53 | — | Dividends | $100,001 - $250,000 | $201 - $1,000 | — |
| DC | — | — | JPMorgan Deposit Acct | BA | 54 | Child 2 JPM | Interest | $1,001 - $15,000 | $201 - $1,000 | — |
| DC | — | — | JPMorgan Equity Premium Income ETF (JEPI) | EF | 55 | — | Dividends | $1,001 - $15,000 | $201 - $1,000 | — |
| DC | — | — | Lord Abbett Ultra Short Bond Class F3 (LUBOX) | MF | 56 | — | Dividends | $15,001 - $50,000 | $1,001 - $2,500 | — |
| DC | — | — | SPDR Select Sector Fund - Consumer Discretionary (XLY) | EF | 57 | — | Dividends | $50,001 - $100,000 | $201 - $1,000 | — |
| DC | — | — | Vanguard Communication Services ETF (VOX) | EF | 58 | — | Dividends | $50,001 - $100,000 | $201 - $1,000 | — |
| DC | — | — | Vanguard Consumer Staples ETF (VDC) | EF | 59 | — | Dividends | $15,001 - $50,000 | $201 - $1,000 | — |
| DC | — | — | Vanguard Health Care ETF (VHT) | EF | 60 | — | Dividends | $15,001 - $50,000 | $201 - $1,000 | — |
| DC | — | — | Vanguard Information Tech ETF (VGT) | EF | 61 | — | Dividends | $50,001 - $100,000 | $201 - $1,000 | — |
| DC | — | — | JPMorgan Deposit Acct | BA | 62 | Child 3 JPM | Interest | $1,001 - $15,000 | $201 - $1,000 | — |
| DC | — | — | JPMorgan Equity Premium Income ETF (JEPI) | EF | 63 | — | Dividends | $1,001 - $15,000 | $201 - $1,000 | — |
| DC | — | — | Lord Abbett Ultra Short Bond Class F3 (LUBOX) | MF | 64 | — | Dividends | $15,001 - $50,000 | $201 - $1,000 | — |
| DC | — | — | SPDR Select Sector Fund - Consumer Discretionary (XLY) | EF | 65 | — | Dividends | $15,001 - $50,000 | $201 - $1,000 | — |
| DC | — | — | Vanguard Communication Services ETF (VOX) | EF | 66 | — | Dividends | $15,001 - $50,000 | $201 - $1,000 | — |
| DC | — | — | Vanguard Consumer Staples ETF (VDC) | EF | 67 | — | Dividends | $15,001 - $50,000 | $201 - $1,000 | — |
| DC | — | — | Vanguard Health Care ETF (VHT) | EF | 68 | — | Dividends | $15,001 - $50,000 | $201 - $1,000 | — |
| DC | — | — | Vanguard Information Tech ETF (VGT) | EF | 69 | — | None | $50,001 - $100,000 | — | — |
| SP | — | — | JPMorgan Deposit Account | BA | 70 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| SP | — | — | Lord Abbett Short Duration Income Class F3 (LOLDX) | MF | 71 | — | Tax-Deferred | $15,001 - $50,000 | — | — |
| SP | — | — | SPDR Select Sector Fund - Consumer Discretionary (XLY) | EF | 72 | — | Tax-Deferred | $15,001 - $50,000 | — | — |
| SP | — | — | SPDR Select Sector Fund - Health Care (XLV) | EF | 73 | — | Tax-Deferred | $15,001 - $50,000 | — | — |
| SP | — | — | SPDR Select Sector Fund - Technology (XLK) | EF | 74 | — | Tax-Deferred | $15,001 - $50,000 | — | — |
| SP | — | — | The Communication Services Select Sector SPDR Fund (XLC) | EF | 75 | — | Tax-Deferred | $15,001 - $50,000 | — | — |
| SP | — | — | Vanguard Consumer Staples ETF (VDC) | EF | 76 | — | Tax-Deferred | $15,001 - $50,000 | — | — |
| — | — | — | JPMorgan Deposit Account | BA | 77 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Lord Abbett Short Duration Income Class F3 (LOLDX) | MF | 78 | — | Tax-Deferred | $15,001 - $50,000 | — | — |
| — | — | — | SPDR Select Sector Fund - Consumer Discretionary (XLY) | EF | 79 | — | Tax-Deferred | $15,001 - $50,000 | — | — |
| — | — | — | SPDR Select Sector Fund - Health Care (XLV) | EF | 80 | — | Tax-Deferred | $15,001 - $50,000 | — | — |
| — | — | — | SPDR Select Sector Fund - Technology (XLK) | EF | 81 | — | Tax-Deferred | $50,001 - $100,000 | — | — |
| — | — | — | The Communication Services Select Sector SPDR Fund (XLC) | EF | 82 | — | Tax-Deferred | $50,001 - $100,000 | — | — |
| — | — | — | Vanguard Consumer Staples ETF (VDC) | EF | 83 | — | Tax-Deferred | $15,001 - $50,000 | — | — |
| — | — | — | JPMorgan Deposit Account | BA | 84 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | SPDR Select Sector Fund - Consumer Discretionary (XLY) | EF | 85 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | SPDR Select Sector Fund - Health Care (XLV) | EF | 86 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | SPDR Select Sector Fund - Technology (XLK) | EF | 87 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | The Communication Services Select Sector SPDR Fund (XLC) | EF | 88 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Vanguard Consumer Staples ETF (VDC) | EF | 89 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| SP | — | — | JPMorgan Deposit Account | BA | 90 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| SP | — | — | JPMorgan Equity Premium Income ETF (JEPI) | EF | 91 | — | Tax-Deferred | $15,001 - $50,000 | — | — |
| SP | — | — | Lord Abbett Short Duration Income Class F3 (LOLDX) | MF | 92 | — | Tax-Deferred | $15,001 - $50,000 | — | — |
| SP | — | — | SPDR Select Sector Fund - Consumer Discretionary (XLY) | EF | 93 | — | Tax-Deferred | $15,001 - $50,000 | — | — |
| SP | — | — | SPDR Select Sector Fund - Health Care (XLV) | EF | 94 | — | Tax-Deferred | $15,001 - $50,000 | — | — |
| SP | — | — | SPDR Select Sector Fund - Technology (XLK) | EF | 95 | — | Tax-Deferred | $15,001 - $50,000 | — | — |
| SP | — | — | The Communication Services Select Sector SPDR Fund (XLC) | EF | 96 | — | Tax-Deferred | $15,001 - $50,000 | — | — |
| SP | — | — | Vanguard Consumer Staples ETF (VDC) | EF | 97 | — | Tax-Deferred | $15,001 - $50,000 | — | — |
| SP | — | — | JPMorgan Deposit Account | BA | 98 | — | None | $1,001 - $15,000 | — | — |
| SP | — | — | JPMorgan Equity Premium Income ETF (JEPI) | EF | 99 | — | Dividends | $1,001 - $15,000 | $201 - $1,000 | — |
| SP | — | — | Lord Abbett Short Duration Income Class F3 (LOLDX) | MF | 100 | — | Dividends | $1,001 - $15,000 | $201 - $1,000 | — |
| SP | — | — | SPDR Select Sector Fund - Consumer Discretionary (XLY) | EF | 101 | — | None | $15,001 - $50,000 | — | — |
| SP | — | — | SPDR Select Sector Fund - Health Care (XLV) | EF | 102 | — | Dividends | $1,001 - $15,000 | $201 - $1,000 | — |
| SP | — | — | SPDR Select Sector Fund - Technology (XLK) | EF | 103 | — | None | $15,001 - $50,000 | — | — |
| SP | — | — | The Communication Services Select Sector SPDR Fund (XLC) | EF | 104 | — | Dividends | $15,001 - $50,000 | $201 - $1,000 | — |
| SP | — | — | Vanguard Consumer Staples ETF (VDC) | EF | 105 | — | Dividends | $1,001 - $15,000 | $201 - $1,000 | — |
| — | — | — | JPMorgan Deposit Account | BA | 106 | — | Tax-Deferred | $1 - $1,000 | — | — |
| — | — | — | Lord Abbett Short Duration Income Class F3 (LOLDX) | MF | 107 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | SPDR Select Sector Fund - Consumer Discretionary (XLY) | EF | 108 | — | Tax-Deferred | $15,001 - $50,000 | — | — |
| — | — | — | SPDR Select Sector Fund - Health Care (XLV) | EF | 109 | — | Tax-Deferred | $15,001 - $50,000 | — | — |
| — | — | — | SPDR Select Sector Fund - Technology (XLK) | EF | 110 | — | Tax-Deferred | $50,001 - $100,000 | — | — |
| — | — | — | The Communication Services Select Sector SPDR Fund (XLC) | EF | 111 | — | Tax-Deferred | $50,001 - $100,000 | — | — |
| — | — | — | Vanguard Consumer Staples ETF (VDC) | EF | 112 | — | Tax-Deferred | $15,001 - $50,000 | — | — |
| SP | — | — | JPMorgan Deposit Account | BA | 113 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| SP | — | — | JPMorgan Equity Premium Income ETF (JEPI) | EF | 114 | — | Tax-Deferred | $15,001 - $50,000 | — | — |
| SP | — | — | Lord Abbett Short Duration Income Class F3 (LOLDX) | MF | 115 | — | Tax-Deferred | $15,001 - $50,000 | — | — |
| SP | — | — | SPDR Select Sector Fund - Consumer Discretionary (XLY) | EF | 116 | — | Tax-Deferred | $50,001 - $100,000 | — | — |
| SP | — | — | SPDR Select Sector Fund - Health Care (XLV) | EF | 117 | — | Tax-Deferred | $50,001 - $100,000 | — | — |
| SP | — | — | SPDR Select Sector Fund - Technology (XLK) | EF | 118 | — | Tax-Deferred | $100,001 - $250,000 | — | — |
| SP | — | — | The Communication Services Select Sector SPDR Fund (XLC) | EF | 119 | — | Tax-Deferred | $50,001 - $100,000 | — | — |
| SP | — | — | Vanguard Consumer Staples ETF (VDC) | EF | 120 | — | Tax-Deferred | $15,001 - $50,000 | — | — |
liabilities (2)
| debtor | comment | creditor | incurred | location | rate term | row number | amount range | liability type |
|---|---|---|---|---|---|---|---|---|
| JT | — | JPMorgan Chase Bank, N.A. | May 2024 | — | — | 1 | $1,000,001 - $5,000,000 | Mortgage on private residence in Allegheny County, PA |
| SP | Paid in full July 2025 | JPMorgan Chase Bank, N.A. | June 2025 | — | — | 2 | $50,001 - $100,000 | Line of Credit |