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d-36457House OversightFinancial Record

OGE Form 278e shows Donald J. Trump’s trust investments in various funds (2018‑2019)

The document lists routine investment transactions for the Trump family trust, providing amounts and fund names but no new allegations, undisclosed counterparties, or evidence of wrongdoing. It confir Multiple $1,001 purchases of municipal bond and equity funds in 2018. Repeated $15,000 transaction brackets listed without specific counterparties. J.P. Morgan identified as sole trustee; Trump claim

Date
November 11, 2025
Source
House Oversight
Reference
House Oversight #016735
Pages
1
Persons
0
Integrity
No Hash Available

Summary

The document lists routine investment transactions for the Trump family trust, providing amounts and fund names but no new allegations, undisclosed counterparties, or evidence of wrongdoing. It confir Multiple $1,001 purchases of municipal bond and equity funds in 2018. Repeated $15,000 transaction brackets listed without specific counterparties. J.P. Morgan identified as sole trustee; Trump claim

Tags

financial-flowdonald-trumpasset-disclosureasset-holdingstrust-investmentshouse-oversightfinancial-disclosureoge-form-278e
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Browse House Oversight Committee ReleasesHouse Oversight #016735

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Extracted Text (OCR)

EFTA Disclosure
Text extracted via OCR from the original document. May contain errors from the scanning process.
OGE Form 278e (March 2014) Instructions for Part 7 Donald J. Trump | Part 7: Transactions Note: This is a public form. Do not include account numbers, street addresses, or family member names. See instructions for required information. Filer's Name ai =e Page Number 37 of 42 ff [Description SSS te idm CCS omssucnrivercwencme ‘| rome | omc [Ss - $15,000 JPM SHRT-INT MUNI BND-1 FUND 3602 26-Oct-2018 $1,001 SIX CIRCLES INTERNATIONAL IUNCONSTRAINED EQUITY FUND 26-Oct-2018 $1,001 JPMORGAN BETABUILDERS CANADA ETF 13-Aug-2018 $1,001 ISHARES BARCLAYS 1-3 YEAR TREASURY BOND FUND 17-Jul-2018 $1,001 2 - $15,000 7 |SIX CIRCLES TAX AWARE ULTRASHORT DURATION FUND 26-Oct-2018 $1,001 - $15,000 ISIX CIRCLES U.S, UNCONSTRAINED EQUITY FUND 26-Oct-2018 $15,001 - $50,000 - $15,000 - $15,000 - $15,000 - $15,000 - $15,000 - $15,000 - $15,000 JPM SHRT-INT MUNI BND-I FUND 3602 27-Feb-2018 $1,001 PIMCO SHORT-TERM FD-INSTL 27-Feb-2018 $1,001 FIDELITY S00 INDEX FD-Al Purchase 12-Feb-2018 $1,001 — tind _— _ — — sislalsialjalel[slsl=alsleol~|~]a] 4 | AMER FNDS T/E BND FND AM-F3 Purchase 30-Jan-2018 $1,001 JPM SHRT-INT MUNI BND-I FUND 3602 17-Jul-2018 $1,001 - $15,000 - $15,000 | - $15,000 - $15,000 - $15,000 * J.P. Morgan is the sole Trustee. Donald J. Trump retains an income interest only in the Family Trusts and has no investment decision authority.

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