Congress Holdings

All members

Suzanne Bonamici

U.S. Representative, Oregon district 1 (OR01)

Latest disclosure June 11, 2026: Annual report (FD Original) for 2025, filing 10074745.

Everything below is as of the disclosure date of the filing it came from, not live. Members report trades up to 45 days after they happen.

Holdings

From Annual report (FD Original) for 2025, filing 10074745.

As of June 11, 2026, the date it was filed.

Source Original filing (PDF, House Clerk)

Sorted by the lower bound of the disclosed value band, largest band first.

TickerAssetOwnerValue bandSource
VMFXX The Michael H. Simon Rollover IRA at Vanguard ⇒ Vanguard Money Market Reserves Federal Money Market Fund (VMFXX) MF Spouse $1,000,001 - $5,000,000 p. 3
VPMAX The Michael H. Simon Rollover IRA at Vanguard ⇒ Vanguard PRIMECAP Fund Admiral Shares (VPMAX) MF Spouse $1,000,001 - $5,000,000 p. 3
VFIAX The Michael H. Simon Rollover IRA at Vanguard ⇒ Vanguard 500 Index Fd Admiral Shs (VFIAX) MF Spouse $500,001 - $1,000,000 p. 3
LSGRX Ameriprise Managed Asset Account ⇒ Loomis Sayles Funds - Growth Fund Class Y (LSGRX) MF Joint $250,001 - $500,000 p. 2
CZMVX Ameriprise Managed Asset Account ⇒ Multi-Manager Value Strategies Fund Class I (CZMVX) MF Joint $250,001 - $500,000 p. 2
EMGNX Ameriprise Managed Asset Account ⇒ Allspring Emerging Markets Equity Fund Institutional Class (EMGNX) MF Joint $100,001 - $250,000 p. 1
SMGIX Ameriprise Managed Asset Account ⇒ Columbia Contrarian Core Fund Class I (SMGIX) MF Joint $100,001 - $250,000 p. 1
GSINX Ameriprise Managed Asset Account ⇒ Goldman Sachs GQG Partners International Opportunities Fund - Investor Shares (GSINX) MF Joint $100,001 - $250,000 p. 1
XLG Ameriprise Managed Asset Account ⇒ Invesco S&P 500 Top 50 ETF (XLG) EF Joint $100,001 - $250,000 p. 1
EFV Ameriprise Managed Asset Account ⇒ iShares MSCI EAFE Value ETF (EFV) EF Joint $100,001 - $250,000 p. 1
MINIX Ameriprise Managed Asset Account ⇒ MFS International Value Fund Class I (MINIX) MF Joint $100,001 - $250,000 p. 2
MEIIX Ameriprise Managed Asset Account ⇒ MFS Value Fund - Class I (MEIIX) MF Joint $100,001 - $250,000 p. 2
CZMSX Ameriprise Managed Asset Account ⇒ Multi-Manager Small Cap Equity Strategies Fund Class I (CZMSX) MF Joint $100,001 - $250,000 p. 2
CTRZX Ameriprise Managed Asset Account ⇒ Multi-Manager Total Return Bond Strategies Fund Class I (CTRZX) MF Joint $100,001 - $250,000 p. 2
PJFZX Ameriprise Managed Asset Account ⇒ PGIM Jennison Growth Fund Class Z (PJFZX) MF Joint $100,001 - $250,000 p. 2
FGTIX Suzanne's Personal Assets ⇒ Franklin Templeton Growth Target Fund Class A (FGTIX) MF Member $100,001 - $250,000 p. 3
WSBIX Ameriprise Managed Asset Account ⇒ Allspring Fd, Short-Term Municipal Bond Inst (WSBIX) MF Joint $50,001 - $100,000 p. 1
FZIIX Ameriprise Managed Asset Account ⇒ Fidelity Advisor Intermediate Municipal Income Fund: Class I (FZIIX) MF Joint $50,001 - $100,000 p. 1
FLTRX Ameriprise Managed Asset Account ⇒ Nuveen Flagship Limited Term Municipal Bond Fd Cl R Shs (FLTRX) MF Joint $50,001 - $100,000 p. 2
MTBIX Ameriprise Managed Asset Account ⇒ NYLI MacKay Tax Free Bond Fund Class I (MTBIX) MF Joint $50,001 - $100,000 p. 2
VO Ameriprise Managed Asset Account ⇒ Vanguard Mid-Cap ETF (VO) EF Joint $50,001 - $100,000 p. 2
SBTYX Ameriprise Managed Asset Account ⇒ Western Asset Intermediate-Term Municipals Fund Class I (SBTYX) MF Joint $50,001 - $100,000 p. 2
MMIIX Ameriprise Managed Asset Account ⇒ MFS Municipal High Income Fd Cl I (MMIIX) MF Joint $15,001 - $50,000 p. 2

8 other assets on this report (bank accounts, real property, retirement plans, private businesses and similar) are not securities and are not listed here. They are on the filing.

Transactions

Every row on this member's periodic transaction reports filed in 2025 and 2026.

No transactions itemised from periodic transaction reports in this period.

Filings on record

Everything the House Clerk lists for this member in the 2024–2026 indexes, newest first.

Discussion

About this member's disclosures. Anyone can read. Posting needs an account with a confirmed email. Plain text only; links are not accepted. A post reported by 3 people is hidden until a moderator reviews it.

No posts yet.

Posting opens once account sign-up is live. Log in if you already have a confirmed account.