“...pleasure and pain, they come and go and don't last... bear them patiently”—Gita
Base report: annual report CY2025 · (no PTR trades after report date)
Estimated total: $7.9M–open-ended (some lines have no upper bound) across 56 positions.
Based on the annual report CY2025 and trades reported after it, Rep. Kathy Castor holds an estimated 56 positions worth $7.9M–open-ended (some lines have no upper bound) in total. The largest estimated holding is VMSXX ($1.3M–$5.5M). 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 |
|---|---|---|---|---|
| VMSXX Vanguard Joint Retirement ⇒ Vanguard Municipal Money Market | Fund/ETF | $1.3M–$5.5M | High | Report |
| FVCAX Franklin Templeton Joint Retirement ⇒ Franklin California Hi | Fund/ETF | $1M–$5M | High | Report |
| FRIAX Franklin Templeton Joint Retirement ⇒ Franklin Income Fund A | Fund/ETF | $1M–$5M | High | Report |
| Spouse 401K ⇒ Galliard Stable Return Fund C | Other | $1M–$5M | High | Report |
| VWALX Vanguard Joint Retirement ⇒ Vanguard High-Yield Tax-Exempt F | Fund/ETF | $1M–$5M | High | Report |
| IRA ⇒ US Treasury Money Fund | Cash | $500K–$1M | High | Report |
| LDLTX Spouse 401K ⇒ Lord Abbett Short Duration Income Class R5 (LD | Fund/ETF | $500K–$1M | High | Report |
| BPRIX Spouse 401K ⇒ BlackRock Inflation Protected Bond Portfolio - | Fund/ETF | $250K–$500K | High | Report |
| BRK.B Vanguard Joint Retirement ⇒ Berkshire Hathaway Inc. New (BRK | Stock | $250K–$500K | High | Report |
| DIVO E*Trade Brokerage Account ⇒ Amplify CWP Enhanced Dividend In | Fund/ETF | $100K–$250K | High | Report |
| E*Trade Brokerage Account ⇒ Global X Funds Global X Dow 30 C | Fund/ETF | $100K–$250K | High | Report |
| VUSXX E*Trade Brokerage Account ⇒ Vanguard Treasury Money Market F | Fund/ETF | $100K–$250K | High | Report |
| FHYVX Franklin Templeton Joint Retirement ⇒ Franklin High Yield Ta | Fund/ETF | $100K–$250K | High | Report |
| MDISX Franklin Templeton Joint Retirement ⇒ Mutual Global Discover | Fund/ETF | $100K–$250K | High | Report |
| TSCXX IRA ⇒ T. Rowe Price Cash Reserves Fund (TSCXX) | Fund/ETF | $100K–$250K | High | Report |
| Spouse 401K ⇒ Principal Global Investors LargeCap S&P 500 In | Other | $100K–$250K | High | Report |
| Vanguard Joint Retirement ⇒ Vanguard Federal Money Market Fu | Cash | $100K–$250K | High | Report |
| Bank of America Checking | Cash | $50K–$100K | High | Report |
| PTEXX E*Trade Brokerage Account ⇒ T. Rowe Price Tax-Exempt Money F | Fund/ETF | $50K–$100K | High | Report |
| VMFXX E*Trade Brokerage Account ⇒ Vanguard Money Market Reserves F | Fund/ETF | $50K–$100K | High | Report |
| QYLD E*Trade Brokerage Account ⇒ Global X NASDAQ 100 Covered Call | Fund/ETF | $15K–$50K | High | Report |
| XYLD E*Trade Brokerage Account ⇒ Global X S&P 500 Covered Call ET | Fund/ETF | $15K–$50K | High | Report |
| JEPI E*Trade Brokerage Account ⇒ JPMorgan Equity Premium Income E | Fund/ETF | $15K–$50K | High | Report |
| PDGIX IRA ⇒ T. Rowe Price Dividend Growth Fund - I Class (PDGIX) | Fund/ETF | $15K–$50K | High | Report |
| RPGEX IRA ⇒ T. Rowe Price Global Growth Stock Fund (RPGEX) | Fund/ETF | $15K–$50K | High | Report |
| TRPIX IRA ⇒ T. Rowe Price Value Fund - I Class (TRPIX) | Fund/ETF | $15K–$50K | High | Report |
| GAACWX Spouse 401K ⇒ CIT: MFS International Equity Fund Fee Class U | Fund/ETF | $15K–$50K | High | Report |
| JLGMX Spouse 401K ⇒ JPMorgan Large Cap Growth Fund R6 (JLGMX) | Fund/ETF | $15K–$50K | High | Report |
| JMVYX Spouse 401K ⇒ JPMorgan Mid Cap Value Fund-R6 (JMVYX) | Fund/ETF | $15K–$50K | High | Report |
| MEIHX Spouse 401K ⇒ MFS Value Fund Class R3 (MEIHX) | Fund/ETF | $15K–$50K | High | Report |
| PIDIX Spouse 401K ⇒ Principal Fds, Inc. International Equity Index | Fund/ETF | $15K–$50K | High | Report |
| Spouse 401K ⇒ Principal US Property Sep Acct (-) | Other | $15K–$50K | High | Report |
| TIDDX Spouse 401K ⇒ T. Rowe Price International Discovery Fund - I | Fund/ETF | $15K–$50K | High | Report |
| VIG Vanguard Joint Retirement ⇒ Vanguard Div Appreciation ETF (V | Fund/ETF | $15K–$50K | High | Report |
| VOO Vanguard Joint Retirement ⇒ Vanguard S&P 500 ETF (VOO) | Fund/ETF | $15K–$50K | High | Report |
| Bank of America Savings | Cash | $1K–$15K | High | Report |
| E*Trade Brokerage Account ⇒ E*Trade Savings | Cash | $1K–$15K | High | Report |
| Florida FRS Pension Plan | Pension | $0–open-ended | Low | Report |
| Asset | Type | Estimated range | Confidence | Came from |
|---|---|---|---|---|
| FEIFX Franklin Templeton Joint Retirement ⇒ FIST Equity Income Fun | Fund/ETF | $1K–$15K | High | Report |
| FRCZX Franklin Templeton Joint Retirement ⇒ Franklin California In | Fund/ETF | $1K–$15K | High | Report |
| FCGAX Franklin Templeton Joint Retirement ⇒ Franklin Growth Fund A | Fund/ETF | $1K–$15K | High | Report |
| FBSAX Franklin Templeton Joint Retirement ⇒ Franklin Mutual U.S. M | Fund/ETF | $1K–$15K | High | Report |
| FRDAX Franklin Templeton Joint Retirement ⇒ Franklin Rising Divide | Fund/ETF | $1K–$15K | High | Report |
| FSGAX Franklin Templeton Joint Retirement ⇒ Franklin Small -Mid Ca | Fund/ETF | $1K–$15K | High | Report |
| FMFXX Franklin Templeton Joint Retirement ⇒ Franklin U.S. Governme | Fund/ETF | $1K–$15K | High | Report |
| MUTHX Franklin Templeton Joint Retirement ⇒ Mutual Shares Corporat | Fund/ETF | $1K–$15K | High | Report |
| PIMIX Spouse 401K ⇒ PIMCO Income Fund Insti Class (PIMIX) | Fund/ETF | $1K–$15K | High | Report |
| PBOIX Spouse 401K ⇒ Principal Fds, Inc. Bond Market Index Class R- | Fund/ETF | $1K–$15K | High | Report |
| PRBDX Spouse 401K ⇒ Principal Fds, Inc. Core Plus Bond Fund, Class | Fund/ETF | $1K–$15K | High | Report |
| PHTFX Spouse 401K ⇒ Principal Funds, Inc. Principal LifeTime Hybri | Fund/ETF | $1K–$15K | High | Report |
| ESGV Vanguard Joint Retirement ⇒ Vanguard ESG U.S. Stock ETF (ESG | Fund/ETF | $1K–$15K | High | Report |
| VFH Vanguard Joint Retirement ⇒ Vanguard Financials ETF (VFH) | Fund/ETF | $1K–$15K | High | Report |
| VYM Vanguard Joint Retirement ⇒ Vanguard High Dividend Yield ETF | Fund/ETF | $1K–$15K | High | Report |
| VV Vanguard Joint Retirement ⇒ Vanguard Large-Cap ETF (VV) | Fund/ETF | $1K–$15K | High | Report |
| MGV Vanguard Joint Retirement ⇒ Vanguard Mega Cap Value ETF (MGV | Fund/ETF | $1K–$15K | High | Report |
| VTV Vanguard Joint Retirement ⇒ Vanguard Value ETF (VTV) | Fund/ETF | $1K–$15K | High | Report |
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.