Congress Holdings

Most held

VOTE

TCW Transform 500 ETF

Listed by 1 member on their latest annual reports (3 rows: one member can hold it in several accounts or through a spouse).

Each row is as of the date its report was filed, not live, and links to the page of the filing it came from.

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

MemberOwnerAs printed on the filingValue bandAs of
Zoe Lofgren CA-18 Joint Collins/Lofgren Family Trust ⇒ TCW Transform 500 ETF (VOTE) EF $250,001 - $500,000 August 10, 2026
filing 10074949, p. 2
Zoe Lofgren CA-18 Spouse John Marshall Collins Rollover IRA ⇒ TCW Transform 500 ETF (VOTE) EF $250,001 - $500,000 August 10, 2026
filing 10074949, p. 3
Zoe Lofgren CA-18 Member Zoe Lofgren Trad IRA ⇒ TCW Transform 500 ETF (VOTE) EF $1,001 - $15,000 August 10, 2026
filing 10074949, p. 4

How the count is made: see Most held.