Kathy Castor
U.S. Representative, Florida district 14 (FL14)
Latest disclosure May 24, 2026: Annual report (FD Original) for 2025, filing 10076959.
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 10076959.
As of May 24, 2026, the date it was filed.
Sorted by the lower bound of the disclosed value band, largest band first.
| Ticker | Asset | Owner | Value band | Source |
|---|---|---|---|---|
| FVCAX | Franklin Templeton Joint Retirement ⇒ Franklin California High Yield Muni Fd Advisor Class (FVCAX) MF | Joint | $1,000,001 - $5,000,000 | p. 2 |
| FRIAX | Franklin Templeton Joint Retirement ⇒ Franklin Income Fund Advisor Class (FRIAX) MF | Joint | $1,000,001 - $5,000,000 | p. 3 |
| VWALX | Vanguard Joint Retirement ⇒ Vanguard High-Yield Tax-Exempt Fund Admiral Shares (VWALX) MF | Joint | $1,000,001 - $5,000,000 | p. 6 |
| VMSXX | Vanguard Joint Retirement ⇒ Vanguard Municipal Money Market Fund (VMSXX) MF | Joint | $1,000,001 - $5,000,000 | p. 6 |
| LDLTX | Spouse 401K ⇒ Lord Abbett Short Duration Income Class R5 (LDLTX) MF | Spouse | $500,001 - $1,000,000 | p. 4 |
| VMSXX | E*Trade Brokerage Account ⇒ Vanguard Municipal Money Market Fund (VMSXX) MF | Joint | $250,001 - $500,000 | p. 2 |
| BPRIX | Spouse 401K ⇒ BlackRock Inflation Protected Bond Portfolio - Institutional (BPRIX) MF | Spouse | $250,001 - $500,000 | p. 4 |
| BRK.B | Vanguard Joint Retirement ⇒ Berkshire Hathaway Inc. New (BRK.B) ST | Joint | $250,001 - $500,000 | p. 5 |
| DIVO | E*Trade Brokerage Account ⇒ Amplify CWP Enhanced Dividend Income ETF (DIVO) EF | Joint | $100,001 - $250,000 | p. 1 |
| none | E*Trade Brokerage Account ⇒ Global X Funds Global X Dow 30 Covered Call ETF EF | Joint | $100,001 - $250,000 | p. 2 |
| VUSXX | E*Trade Brokerage Account ⇒ Vanguard Treasury Money Market Fund (VUSXX) MF | Joint | $100,001 - $250,000 | p. 2 |
| FHYVX | Franklin Templeton Joint Retirement ⇒ Franklin High Yield Tax-Free Income Fund Advisor Class (FHYVX) MF | Joint | $100,001 - $250,000 | p. 3 |
| MDISX | Franklin Templeton Joint Retirement ⇒ Mutual Global Discovery Fund Class Z (MDISX) MF | Joint | $100,001 - $250,000 | p. 3 |
| TSCXX | IRA ⇒ T. Rowe Price Cash Reserves Fund (TSCXX) MF | Member | $100,001 - $250,000 | p. 3 |
| PTEXX | E*Trade Brokerage Account ⇒ T. Rowe Price Tax-Exempt Money Fd (PTEXX) MF | Joint | $50,001 - $100,000 | p. 2 |
| VMFXX | E*Trade Brokerage Account ⇒ Vanguard Money Market Reserves Federal Money Market Fund (VMFXX) MF | Joint | $50,001 - $100,000 | p. 2 |
| QYLD | E*Trade Brokerage Account ⇒ Global X NASDAQ 100 Covered Call ETF (QYLD) EF | Joint | $15,001 - $50,000 | p. 2 |
| XYLD | E*Trade Brokerage Account ⇒ Global X S&P 500 Covered Call ETF (XYLD) EF | Joint | $15,001 - $50,000 | p. 2 |
| JEPI | E*Trade Brokerage Account ⇒ JPMorgan Equity Premium Income ETF (JEPI) EF | Joint | $15,001 - $50,000 | p. 2 |
| PDGIX | IRA ⇒ T. Rowe Price Dividend Growth Fund - I Class (PDGIX) MF | Member | $15,001 - $50,000 | p. 3 |
| RPGEX | IRA ⇒ T. Rowe Price Global Growth Stock Fund (RPGEX) MF | Member | $15,001 - $50,000 | p. 3 |
| TRPIX | IRA ⇒ T. Rowe Price Value Fund - I Class (TRPIX) MF | Member | $15,001 - $50,000 | p. 3 |
| GAACWX | Spouse 401K ⇒ CIT: MFS International Equity Fund Fee Class U (GAACWX) MF | Spouse | $15,001 - $50,000 | p. 4 |
| JLGMX | Spouse 401K ⇒ JPMorgan Large Cap Growth Fund R6 (JLGMX) MF | Spouse | $15,001 - $50,000 | p. 4 |
| JMVYX | Spouse 401K ⇒ JPMorgan Mid Cap Value Fund-R6 (JMVYX) MF | Spouse | $15,001 - $50,000 | p. 4 |
| MEIHX | Spouse 401K ⇒ MFS Value Fund Class R3 (MEIHX) MF | Spouse | $15,001 - $50,000 | p. 4 |
| PIDIX | Spouse 401K ⇒ Principal Fds, Inc. International Equity Index Institutional Class (PIDIX) MF | Spouse | $15,001 - $50,000 | p. 5 |
| TIDDX | Spouse 401K ⇒ T. Rowe Price International Discovery Fund - I Class (TIDDX) MF | Spouse | $15,001 - $50,000 | p. 5 |
| VIG | Vanguard Joint Retirement ⇒ Vanguard Div Appreciation ETF (VIG) EF | Joint | $15,001 - $50,000 | p. 5 |
| VOO | Vanguard Joint Retirement ⇒ Vanguard S&P 500 ETF (VOO) EF | Joint | $15,001 - $50,000 | p. 6 |
| FEIFX | Franklin Templeton Joint Retirement ⇒ FIST Equity Income Fund - Advisor Class (FEIFX) MF | Joint | $1,001 - $15,000 | p. 2 |
| FRCZX | Franklin Templeton Joint Retirement ⇒ Franklin California Intermediate-Term Tax Free Income Fd Adv Cl (FRCZX) MF | Joint | $1,001 - $15,000 | p. 2 |
| FCGAX | Franklin Templeton Joint Retirement ⇒ Franklin Growth Fund Advisor Class (FCGAX) MF | Joint | $1,001 - $15,000 | p. 2 |
| FBSAX | Franklin Templeton Joint Retirement ⇒ Franklin Mutual U.S. Mid Cap Value Fund - Advisor Class (FBSAX) MF | Joint | $1,001 - $15,000 | p. 3 |
| FRDAX | Franklin Templeton Joint Retirement ⇒ Franklin Rising Dividends Fund Advisor Class (FRDAX) MF | Joint | $1,001 - $15,000 | p. 3 |
| FSGAX | Franklin Templeton Joint Retirement ⇒ Franklin Small -Mid Cap Growth Fund Advisor Class (FSGAX) MF | Joint | $1,001 - $15,000 | p. 3 |
| FMFXX | Franklin Templeton Joint Retirement ⇒ Franklin U.S. Government Money Fund Class A (FMFXX) MF | Joint | $1,001 - $15,000 | p. 3 |
| MUTHX | Franklin Templeton Joint Retirement ⇒ Mutual Shares Corporation Cl Z (MUTHX) MF | Joint | $1,001 - $15,000 | p. 3 |
| PIMIX | Spouse 401K ⇒ PIMCO Income Fund Insti Class (PIMIX) MF | Spouse | $1,001 - $15,000 | p. 4 |
| PBOIX | Spouse 401K ⇒ Principal Fds, Inc. Bond Market Index Class R-3 (PBOIX) MF | Spouse | $1,001 - $15,000 | p. 4 |
| PRBDX | Spouse 401K ⇒ Principal Fds, Inc. Core Plus Bond Fund, Class A (PRBDX) MF | Spouse | $1,001 - $15,000 | p. 4 |
| PHTFX | Spouse 401K ⇒ Principal Funds, Inc. Principal LifeTime Hybrid Income Fund, Institutional Class (PHTFX) MF | Spouse | $1,001 - $15,000 | p. 5 |
| ESGV | Vanguard Joint Retirement ⇒ Vanguard ESG U.S. Stock ETF (ESGV) EF | Joint | $1,001 - $15,000 | p. 5 |
| VFH | Vanguard Joint Retirement ⇒ Vanguard Financials ETF (VFH) EF | Joint | $1,001 - $15,000 | p. 5 |
| VYM | Vanguard Joint Retirement ⇒ Vanguard High Dividend Yield ETF (VYM) EF | Joint | $1,001 - $15,000 | p. 6 |
| VV | Vanguard Joint Retirement ⇒ Vanguard Large-Cap ETF (VV) EF | Joint | $1,001 - $15,000 | p. 6 |
| MGV | Vanguard Joint Retirement ⇒ Vanguard Mega Cap Value ETF (MGV) EF | Joint | $1,001 - $15,000 | p. 6 |
| VTV | Vanguard Joint Retirement ⇒ Vanguard Value ETF (VTV) EF | Joint | $1,001 - $15,000 | p. 6 |
| FMHI | E*Trade Brokerage Account ⇒ First Trust Municipal High Income ETF (FMHI) EF | Joint | None | p. 1 |
| FLMI | E*Trade Brokerage Account ⇒ Franklin Dynamic Municipal Bond ETF (FLMI) EF | Joint | None | p. 1 |
| FLMB | E*Trade Brokerage Account ⇒ Franklin Municipal Green Bond ETF (FLMB) EF | Joint | None | p. 1 |
| none | E*Trade Brokerage Account ⇒ SPDR Dow Jones Industrial Average ETF EF | Joint | None | p. 2 |
| SPY | E*Trade Brokerage Account ⇒ SPDR S&P 500 (SPY) EF | Joint | None | p. 2 |
| FVHIX | IRA ⇒ Franklin High Income Fund Advisor Class (FVHIX) MF | Member | None | p. 3 |
| TBCIX | IRA ⇒ T. Rowe Price Blue Chip Growth Fund - I Class (TBCIX) MF | Member | None | p. 3 |
| DIEMX | Spouse 401K ⇒ Driehaus Emerging Markets Growth Fund Institutional Share Class (DIEMX) MF | Spouse | None | p. 4 |
| RERGX | Spouse 401K ⇒ EuroPacific Growth Fund Cl R-6 (RERGX) MF | Spouse | None | p. 4 |
| QYLD | Vanguard Joint Retirement ⇒ Global X NASDAQ 100 Covered Call ETF (QYLD) EF | Joint | None | p. 5 |
| IVOO | Vanguard Joint Retirement ⇒ Vanguard S&P Mid-Cap 400 ETF (IVOO) EF | Joint | None | p. 6 |
| VTEB | Vanguard Joint Retirement ⇒ Vanguard Tax-Exempt Bond ETF (VTEB) EF | Joint | None | p. 6 |
| VTEI | Vanguard Joint Retirement ⇒ Vanguard Tax-Managed Funds Vanguard Intermediate-Term Tax-Exempt Bond ETF (VTEI) EF | Joint | None | p. 6 |
10 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.
1 row(s) on this report give no value band (for example “Undetermined”) and are left out.
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.
- May 24, 2026 Annual report (FD Original) (2025), filing 10076959 itemised above
- May 14, 2026 Extension request (2025), filing 30027918
- May 15, 2025 Annual report (FD Original) (2024), filing 10066133
- July 15, 2024 Periodic transaction report (2024), filing 20025475
- March 28, 2024 Periodic transaction report (2024), filing 20024754
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