“...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: $1.7M–open-ended (some lines have no upper bound) across 36 positions.
Based on the annual report CY2025 and trades reported after it, Rep. Lois Frankel holds an estimated 36 positions worth $1.7M–open-ended (some lines have no upper bound) in total. The largest estimated holding is MSUXX ($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 |
|---|---|---|---|---|
| MSUXX Morgan Stanley IRA - X529 ⇒ Morgan Stanley Insti Liq Fds, Tr | Fund/ETF | $500K–$1M | High | Report |
| Morgan Stanley IRA - X529 ⇒ T Rowe Price Cap Apprec Adv | Fund/ETF | $250K–$500K | High | Report |
| Morgan Stanley IRA - X085 ⇒ Blue Owl Credit Inc Corp | Other | $100K–$250K | High | Report |
| Morgan Stanley IRA - X085 ⇒ FS Credit REIT Cl I | Other | $100K–$250K | High | Report |
| Morgan Stanley IRA - X529 ⇒ MFS International Value A | Fund/ETF | $100K–$250K | High | Report |
| MSFT Morgan Stanley IRA - X529 ⇒ Microsoft Corporation (MSFT) | Stock | $100K–$250K | High | Report |
| City of West Palm Beach 401(a) Defined Contribution Retireme | Fund/ETF | $50K–$100K | High | Report |
| City of West Palm Beach 401(a) Defined Contribution Retireme | Fund/ETF | $50K–$100K | High | Report |
| Morgan Stanley IRA - X140 ⇒ Commonwealth Allmerica Select Re | Fund/ETF | $50K–$100K | High | Report |
| Morgan Stanley IRA - X529 ⇒ AMG Yachtman Focused N | Fund/ETF | $50K–$100K | High | Report |
| Morgan Stanley IRA - X529 ⇒ JP Morgan Equity Income A | Fund/ETF | $50K–$100K | High | Report |
| Morgan Stanley IRA - X529 ⇒ SPDR Gold Trust | Fund/ETF | $50K–$100K | High | Report |
| IBM International Business Machines Corporation (IBM) | Stock | $15K–$50K | High | Report |
| PRU Prudential Financial, Inc. (PRU) | Stock | $15K–$50K | High | Report |
| City of West Palm Beach 457 Deferred Compensation Plan ⇒ The | Other | $15K–$50K | High | Report |
| MetLife-Preference Plus Select L Class Annuity ⇒ BlackRock B | Fund/ETF | $15K–$50K | High | Report |
| MetLife-Preference Plus Select L Class Annuity ⇒ MFS Value P | Fund/ETF | $15K–$50K | High | Report |
| MetLife-Preference Plus Select L Class Annuity ⇒ MSCI EAFE I | Fund/ETF | $15K–$50K | High | Report |
| MetLife-Preference Plus Select L Class Annuity ⇒ Neuberger B | Fund/ETF | $15K–$50K | High | Report |
| MetLife-Preference Plus Select L Class Annuity ⇒ Victory Syc | Fund/ETF | $15K–$50K | High | Report |
| Morgan Stanley IRA - X140 ⇒ Commonwealth Allmerica Select Re | Fund/ETF | $15K–$50K | High | Report |
| SHSAX Morgan Stanley IRA - X529 ⇒ BlackRock HlthSc Op A (SHSAX) | Fund/ETF | $15K–$50K | High | Report |
| Morgan Stanley IRA - X529 ⇒ E V Adv Floating Rate A | Fund/ETF | $15K–$50K | High | Report |
| Morgan Stanley IRA - X529 ⇒ PGIM Jennison Health Sciences A | Fund/ETF | $15K–$50K | High | Report |
| PEMGX Morgan Stanley IRA - X529 ⇒ Principal Fds, Inc. MidCap Fd Cl | Fund/ETF | $15K–$50K | High | Report |
| Morgan Stanley IRA - X529 ⇒ Virtus Kar Small-Cap Growth A | Fund/ETF | $15K–$50K | High | Report |
| First Horizon Bank | Cash | $1K–$15K | High | Report |
| XOM Lois J. Frankel Living Trust ⇒ Exxon Mobil Corporation (XOM) | Stock | $1K–$15K | High | Report |
| Lois J. Frankel Living Trust ⇒ Morgan Stanley Bank N.A. | Cash | $1K–$15K | High | Report |
| Morgan Stanley IRA - X140 ⇒ Commonwealth Allmerica Select Re | Fund/ETF | $1K–$15K | High | Report |
| Morgan Stanley IRA - X140 ⇒ Commonwealth Allmerica Select Re | Fund/ETF | $1K–$15K | High | Report |
| Morgan Stanley IRA - X529 ⇒ Invesco QQQ Trust | Fund/ETF | $1K–$15K | High | Report |
| Morgan Stanley IRA - X529 ⇒ Lazard Glb Lstd Infr Ptf Opn | Fund/ETF | $1K–$15K | High | Report |
| Morgan Stanley IRA - X529 ⇒ PIMCO Foreign Bond (Hedged) A | Fund/ETF | $1K–$15K | High | Report |
| Morgan Stanley IRA - X529 ⇒ Morgan Stanley Private Bank N.A. | Cash | $1–$1K | High | Report |
| Florida Retirement System Pension Plan | Pension | $0–open-ended | Low | 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.