Jennifer L. McClellan Estimated Holdings (2026)

Base report: annual report CY2025 · trades through 2026-04-07 · later PTRs: 1

Estimated total: $1.6M–$4M across 17 positions.

Based on the annual report CY2025 and trades reported after it, Rep. Jennifer L. McClellan holds an estimated 17 positions worth $1.6M–$4M in total. The largest estimated holding is Verizon Savings Plan ⇒ Verizon 2025 Fund ($500K–$1M). Disclosures give value ranges, not exact amounts, so treat this as a rough estimate for education, not investment advice.

Asset	Type	Estimated range	Confidence	Came from
Verizon Savings Plan ⇒ Verizon 2025 Fund	Other	$500K–$1M	High	Report
VZ Verizon Savings Plan ⇒ Verizon Communications Inc. Common St	Stock	$250K–$900K	Medium	Report
Residential Rental Property	Real estate	$250K–$500K	High	Report
10 Semesters Tier I (DC1)	Other	$100K–$250K	High	Report
VRS Basic Group Life Natural Death Benefit	Other	$100K–$250K	High	Report
SGRAX Wells Fargo Custodian Traditional IRA ⇒ Allspring Growth Fun	Fund/ETF	$100K–$250K	High	Report
Wells Fargo Custodian Traditional IRA ⇒ Allspring Index Fund	Fund/ETF	$100K–$250K	High	Report
10 Semesters Tier I (DC2)	Other	$50K–$100K	High	Report
Invesco Main Street Fund Class A	Fund/ETF	$50K–$100K	High	Report
SOPVX Wells Fargo Custodian Traditional IRA ⇒ Allspring Opportunit	Fund/ETF	$50K–$100K	High	Report
Wells Fargo Custodian Traditional IRA ⇒ Allspring Special Sm	Fund/ETF	$50K–$100K	High	Report
VRS Plan 1	Pension	$15K–$50K	High	Report
Wells Fargo Custodian Traditional IRA ⇒ Allspring Core Bond	Fund/ETF	$15K–$50K	High	Report
Bank of America Savings Account	Cash	$1K–$15K	High	Report
Dave Mills LLC	Private	$1K–$15K	High	Report
Truist Checking & Savings Accounts	Cash	$1K–$15K	High	Report
Verizon Savings Plan ⇒ MM Portfolio	Other	$1K–$15K	High	Report

Education, not investment advice. This is an estimate, not a holdings report. We start from the value ranges in the member's most recent financial disclosure and add or subtract later periodic transaction reports (PTRs). Disclosures give ranges, not exact values, and the result can be wrong: valuation dates differ, some trades can't be matched to a holding, and assets may have moved since. Confidence: High = taken directly from the report; Medium = changed by later trades or matched by name; Low = no stated value or unclear match.

Sources: U.S. House Clerk Periodic Transaction Reports (disclosures-clerk.house.gov) and U.S. Senate eFD Periodic Transaction Reports (efdsearch.senate.gov), filed 2024 to present; SEC EDGAR submissions (Form 4 and 8-K filing dates); committee assignments from the unitedstates/congress-legislators project (current membership); daily closing prices from Yahoo Finance's public chart data (query1.finance.yahoo.com), which is unofficial and may be revised. Built 2026-11-03.

Rep. Jennifer L. McClellan D-VA04