House · Democrat · CA-12 · in the House since 2025 · Latest annual report · simon.house.gov
From the annual report filed Aug 12, 2026 · Report
| Asset, as filed | Value | Investor |
|---|---|---|
| Vanguard Intermediate-Term Treasury ETF (VGIT) [EF] | $1K – $15K | Self |
| iShares ESG MSCI KLD 400 ETF (DSI) [EF] | $1K – $15K | Self |
| iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) [EF] | $1K – $15K | Self |
| iShares ESG Aware MSCI EAFE ETF (ESGD) [EF] | $1K – $15K | Self |
| iShares ESG Select Screened S&P Mid-Cap ETF (XJH) [EF] | $1K – $15K | Self |
No trades reported.
Transactions an annual report lists for the year it covers, apart from trade reports. Not counted in the trades above.
| Traded | Company | Trade | Amount | Investor | Report |
|---|---|---|---|---|---|
| Feb 10, 2025 | Vanguard Intermediate-Term Treasury ETF (VGIT) | Buy · ETF | $1K – $15K | Self | 2025 Annual Report filed Aug 12, 2026 |
| Feb 10, 2025 | iShares Agency Bond ETF (AGZ) | Sale · ETF | $1K – $15K | Self | 2025 Annual Report filed Aug 12, 2026 |
From Lateefah Simon's filings with the House Clerk. Members report trades and holdings in ranges, not exact amounts. Holdings are the assets in the latest annual report; trades since then are not netted into them.
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