Net worth · from the 2025 annual disclosure, filed 2026-04-30
Members report every asset and liability in a value band, never a figure. The range below is the arithmetic floor and ceiling those bands allow: assets at their minimums minus liabilities at their maximums, and the reverse. Midpoints are shown only for year-over-year comparison.
Net worth range (2025)
$799K – $2.6M
+$636K midpoint change vs 2023
Assets
$799K – $2.6M
80 line items
Liabilities
$0
0 line items
By year
| Year | Chamber | Assets | Liabilities | Net worth range | Items | Filing |
|---|---|---|---|---|---|---|
| 2025 | house | $799K – $2.6M | $0 | $799K – $2.6M | 80 / 0 | PDF 2026-04-30 |
| 2024 | house | $576K – $2.2M | $0 | $576K – $2.2M | 82 / 0 | PDF 2025-05-06 |
| 2023 | house | $405K – $1.7M | $0 | $405K – $1.7M | 77 / 0 | PDF 2024-05-15 |
Where the money is (2025)
Largest disclosed assets (2025)
| Holding | Class | Owner | Disclosed value |
|---|---|---|---|
| Brattleboro Savings & Loan Interest |
Cash & bank | joint | $100K – $250K |
| MVIAX Praxis Value Index Fund, Class A Shares (MVIAX) Tax-Deferred |
Mutual funds | self | $50K – $100K |
| PRBLX Parnassus Core Equity Fund-Investor Shares (PRBLX) Tax-Deferred |
Mutual funds | self | $50K – $100K |
| RGHYX RBC BlueBay High Yield Bond Fund Class I (RGHYX) Tax-Deferred |
Mutual funds | self | $50K – $100K |
| 2026 Enrollment Year/VTY26 Tax-Deferred |
Retirement | self | $50K – $100K |
| Advisory Retirement Sweep Program Tax-Deferred |
Retirement | self | $50K – $100K |
| TEGYX Touchstone Mid Cap Growth Class Y (TEGYX) Tax-Deferred |
Mutual funds | self | $50K – $100K |
| NULG Nuveen ESG Large-Cap Growth ETF (NULG) Tax-Deferred |
ETFs | self | $50K – $100K |
| CSVIX Calvert Small Cap Fund Class I (CSVIX) Tax-Deferred |
Mutual funds | self | $15K – $50K |
| CUBIX Calvert Flexible Bond Fund Class I (CUBIX) Tax-Deferred |
Mutual funds | self | $15K – $50K |
| AFRYX Invesco Floating Rate ESG Fund Class Y (AFRYX) Tax-Deferred |
Mutual funds | self | $15K – $50K |
| CVMIX Calvert Emerging Markets Equity Fund Class I (CVMIX) Tax-Deferred |
Mutual funds | self | $15K – $50K |
| Bank Deposit Sweep Program Capital Gains |
Cash & bank | self | $15K – $50K |
| NULG Nuveen ESG Large-Cap Growth ETF (NULG) Capital Gains |
ETFs | self | $15K – $50K |
| Vermont State Teachers Pension Tax-Deferred |
Retirement | self | $15K – $50K |
Source: pfd_filings / pfd_assets / pfd_liabilities (House Clerk and Senate eFD annual reports, parsed). Bands are the form's own brackets; the top bracket on some forms is unbounded, which is why a ceiling can read "≥". The form does not state what secures a loan, so liability types are the filer's wording.