Biden — disclosed assets and funds
Bank cash, retirement funds, a variable annuity, life-insurance policies and a Treasury bill appear in the 2023 disclosure. The annuity’s underlying funds are listed separately.
| Asset | Value band | Filing reference |
|---|---|---|
| IRA brokerage cash | $15,001–$50,000 | Part 2, p.3, row 2 |
| TIAA-CREF Lifecycle Index 2010 Fund | $15,001–$50,000 | Part 2, p.3, row 4 |
| CelticCapri cash account | $1,001–$15,000 | Part 2, p.3, row 5 |
| U.S. credit union #1 | $1,001–$15,000 | Part 6, p.7, row 1 |
| U.S. bank #1 | $50,001–$100,000 | Part 6, p.7, row 2 |
| U.S. bank #2 | $500,001–$1,000,000 | Part 6, p.7, row 3 |
| U.S. bank #3 | $100,001–$250,000 | Part 6, p.7, row 4 |
| U.S. credit union #2 | $1,001–$15,000 | Part 6, p.7, row 5 |
| U.S. bank #4 | $50,001–$100,000 | Part 6, p.7, row 6 |
| American Century Ultra — Security Benefit annuity | $15,001–$50,000 | Part 6, p.7, row 8 |
| Blackrock Equity Dividends VI — Security Benefit annuity | $15,001–$50,000 | Part 6, p.7, row 9 |
| Guggenheim VIF High Yield — Security Benefit annuity | $15,001–$50,000 | Part 6, p.7, row 10 |
| Janus Hend VIT Enterprise — Security Benefit annuity | $15,001–$50,000 | Part 6, p.7, row 11 |
| Janus Hend VIT Research — Security Benefit annuity | $15,001–$50,000 | Part 6, p.7, row 12 |
| Western Asset Variable Global High Yield Bond — Security Benefit annuity | $15,001–$50,000 | Part 6, p.7, row 13 |
| Guggenheim VIF Styleplus Mid Growth — Security Benefit annuity | $15,001–$50,000 | Part 6, p.7, row 14 |
| Guggenheim VIF Small Cap Value — Security Benefit annuity | $15,001–$50,000 | Part 6, p.7, row 15 |
| Guggenheim VIF All Cap Value — Security Benefit annuity | $15,001–$50,000 | Part 6, p.7, row 16 |
| Mass Mutual whole-life policy (p.7, row 17) | $15,001–$50,000 | Part 6, p.7, row 17 |
| Mass Mutual whole-life policy (p.7, row 18) | $1,001–$15,000 | Part 6, p.7, row 18 |
| Mass Mutual whole-life policy (p.7, row 19) | $1,001–$15,000 | Part 6, p.7, row 19 |
| Mass Mutual whole-life policy (p.7, row 20) | $15,001–$50,000 | Part 6, p.7, row 20 |
| Mass Mutual whole-life policy (p.8, row 1) | $15,001–$50,000 | Part 6, p.8, row 1 |
| Mass Mutual whole-life policy (p.8, row 2) | $15,001–$50,000 | Part 6, p.8, row 2 |
| Treasury bill | $1,001–$15,000 | Part 6, p.8, row 3 |
Related Reports
Sources and Records
AI generated report by Explorvia.com.