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Lateefah Simon — 2025 financial disclosure

· Annual financial disclosures · U.S. Senate Electronic Financial Disclosure / U.S. House Clerk

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 typeAnnual
Filing year2025
Chamberhouse
iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB)$1,001 - $15,000 · Tax-Deferred
iShares ESG Aware MSCI EAFE ETF (ESGD)$1,001 - $15,000 · Tax-Deferred
iShares ESG MSCI KLD 400 ETF (DSI)$1,001 - $15,000 · Tax-Deferred
iShares ESG Select Screened S&P Mid-Cap ETF (XJH)$1,001 - $15,000 · Tax-Deferred
Nuveen ESG Large-Cap Growth ETF (NULG)$1,001 - $15,000 · Tax-Deferred
SPDR Portfolio Long Term Treasury ETF (SPTL)$1,001 - $15,000 · Tax-Deferred
Vanguard Intermediate-Term Treasury ETF (VGIT)$1,001 - $15,000 · Tax-Deferred

The complete record

Every field KeyVex holds for this filing, as its API serves it. Nothing is withheld here that the API sells.

partyDemocrat
stateCA
officeRepresentative, CA-12
sourceHOUSE_CLERK_FD
chamberhouse
filing idhouse-fd-10075192
report urlhttps://disclosures-clerk.house.gov/public_disc/financial-pdfs/2025/10075192.pdf
scraped at2026-09-14T10:31:14.917Z
asset count7
bioguide idS001231
filing date2026-08-12
filing year2025
member lastSimon
member nameLateefah Simon
report typeAnnual
member firstLateefah
content parsedtrue
report subtypeAnnual Report
state district12
liability count3

assets (7)

ownertickerlocationasset nameasset typerow numberdescriptionincome typevalue rangeincome rangeasset subtype
———iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB)EF1—Tax-Deferred$1,001 - $15,000——
———iShares ESG Aware MSCI EAFE ETF (ESGD)EF2—Tax-Deferred$1,001 - $15,000——
———iShares ESG MSCI KLD 400 ETF (DSI)EF3—Tax-Deferred$1,001 - $15,000——
———iShares ESG Select Screened S&P Mid-Cap ETF (XJH)EF4—Tax-Deferred$1,001 - $15,000——
———Nuveen ESG Large-Cap Growth ETF (NULG)EF5—Tax-Deferred$1,001 - $15,000——
———SPDR Portfolio Long Term Treasury ETF (SPTL)EF6—Tax-Deferred$1,001 - $15,000——
———Vanguard Intermediate-Term Treasury ETF (VGIT)EF7—Tax-Deferred$1,001 - $15,000——

liabilities (3)

debtorcommentcreditorincurredlocationrate termrow numberamount rangeliability type
——Dept of Ed/AIDV2020——1$10,000 - $15,000Student Loan
——Dept of Ed/AIDV2021——2$15,001 - $50,000Student Loan
——Dept of Ed/AIDV2020——3$10,000 - $15,000Student Loan

Original filing document