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Every member's trades, newest first.

Young Kim: personal finances

What Young Kim owns, owes, earns outside Congress and trades, from the financial disclosure reports they file about themselves. This is not campaign money. Who gave to their campaign is a different filing, on their contributors page.

The balance sheet below is from their annual report for 2025, filed August 6, 2026; the trades are from every filing on record. Read from the Clerk of the House on September 25, 2026.

$552k–$4.9M
reported assets less reported debts
$1.1M–$5.1M
in 18 holdings
$250k–$500k
owed across 1 debt
32
reported trades

None of these figures is a number, and the first one is not a net worth. A financial disclosure is a row of tick-boxes: a filer reports that an asset is worth “$15,001 to $50,000”, never that it is worth $31,204. Every figure on this page is therefore a range, and a total of forty ranges is a very wide range. The form also does not ask about a personal residence that earns no income, about congressional salary, or about the exact value of anything, so “assets less debts” is what the report discloses and not what the member is worth. It is a floor and a ceiling on part of a household’s finances, published because the law requires it to be published.

The shape of it

The four figures below are the tables further down this page, grouped. Nothing here is a number a filer wrote: a column’s solid part is the total of the low ends of the bands they ticked and its pale cap runs on to the total of the highs, so a tall pale cap is a wide disclosure and not an uncertain measurement. The ring divides the low ends alone, which is why it says “at least”.

What they report owning, and owing
  • Reported assets$1.1M to $5.1M18 lines
  • Reported debts$250k to $500k1 line

Every column is read from $0. The solid height is the total of the low ends of the bands the filer ticked; the pale cap runs on to the total of the high ends, and is the range the form allows — not a margin of error and not a guess.

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What the holdings are
  • Property and land1 holding$1.0M to $5.0M
  • Bonds, cash and other securities1 holding$50k to $100k
  • Retirement, pensions and insurance2 holdings$2k to $30k
  • Funds and managed accounts14 holdings$0
  • Every group$1.1M to $5.1M

A slice needs one number and a filer ticks a range, so each arc is its group’s floor — the total of the low ends they ticked — and the figure in the hole is the total of those floors. The band printed beside each group is the real answer, and it is wider than the arc. Grouped from the asset type on each line of the filing. A holding whose type the filing did not give, or that this site does not recognise, is in “Everything else” rather than guessed at.

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Where the year’s money came from
  • From the holdings$149k to $355k12 sources, 6 with no figure

Every column is read from $0. The solid height is the total of the low ends of the bands the filer ticked; the pale cap runs on to the total of the high ends, and is the range the form allows — not a margin of error and not a guess. Congressional salary is on neither column: the form does not ask, because it is public and nearly identical for every member. A filer reports their own earned income to the cent, which is why that column can be a hairline, and a spouse’s only as a payer with no figure at all, which is why it can be counted and unpriced. 6 holdings reported no income figure.

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Reported trades, year by year

12 purchases20 sales2024: 19 · 2025: 13

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Drawn from Young Kim’s own filings, and from nothing else. Who gave to their campaign is a different filing entirely — none of it is in these figures, and it has a page of its own.

What they own

Every asset Young Kim reported on their annual report for 2025, covering 2025: what it is worth and what it paid out over the year, both as the bands the form offers rather than as figures. A personal residence that earns no income is not on this form and is not missing from the table — the law does not ask about it.

Whose they are

The law asks about a spouse’s and a dependent child’s assets as well as the member’s own, so these figures are a household’s and not one person’s.

Held byHoldingsReported value
The member17$1,002,003 to $5,030,000
Jointly held1$50,001 to $100,000

Every holding, largest first

Ordered by the middle of each band, which is used to sort and is never printed: the form reports a range and a midpoint would be a precision it refuses.

AssetValueIncome typeIncome
Residential propertyReal property$1,000,001 to $5,000,000Rent$50,001 to $100,000
Wells Fargo BankJointly held · Bank deposit$50,001 to $100,000Interest$1 to $200
AIG Life Insurance > AIG Life InsuranceWhole or universal life insurance$1,001 to $15,000None—
Mass Mutual > Mass Mutual (Fixed Annuity)Fixed annuity$1,001 to $15,000Tax-Deferred—
Charles Schwab IRA > DFA Emerging Markets CoreMutual fund$0Capital Gains$5,001 to $15,000
Charles Schwab IRA > DFA Global Real EstateMutual fund$0Capital Gains$201 to $1,000
Charles Schwab IRA > DFA International Core EquityMutual fund$0Capital Gains$15,001 to $50,000
Charles Schwab IRA > DFA International Core EquityMutual fund$0Capital Gains$15,001 to $50,000
Charles Schwab IRA > DFA Intl Hi Relatv ProfitabilityMutual fund$0Capital Gains$1,001 to $2,500
Charles Schwab IRA > DFA Investment GradeMutual fund$0None—
Charles Schwab IRA > DFA One-Year Fixed Income Pt. (DFIHX)DFIHXMutual fund$0None—
Charles Schwab IRA > DFA Short-Duration RealMutual fund$0Capital Gains$201 to $1,000
Charles Schwab IRA > DFA Short-Term Extended Quality Ptf (DFEQX)DFEQXMutual fund$0None—
Charles Schwab IRA > DFA US Core Equity 2Mutual fund$0Capital Gains$50,001 to $100,000
Charles Schwab IRA > DFA US Hi Relatv ProfitabilityMutual fund$0Capital Gains$5,001 to $15,000
Charles Schwab IRA > DFA US Small CapMutual fund$0Capital Gains$2,501 to $5,000
Charles Schwab IRA > DFA US Targeted ValueMutual fund$0Capital Gains$5,001 to $15,000
Charles Schwab IRA > Schwab Government Money Fund - Sweep Shares (SWGXX)SWGXXMutual fund$0None—

What they earn

Two different things, and the form treats them differently. Earned income is money for work — salary, fees, a pension, a book advance — and a filer reports their own to the cent and a spouse’s only as “over $1,000” or not at all. Unearned income is what the assets above threw off, reported in bands like the assets themselves. Congressional salary is on neither list: the form does not ask, because it is public and nearly identical for every member.

Earned income

This report lists no earned income outside congressional salary.

Unearned income from the assets

The income column of every holding above, added up. Dividends, interest, rent and capital gains, each reported as a band, so the total is a band several times wider than any single figure in it.

$148,912 to $354,700 over 2025, from 12 holdings reporting income.

What they owe

Debts over $10,000 owed at any point in the year, as bands. A mortgage on a personal residence is reported only in the circumstances the form sets out, so an absent mortgage is not evidence there is none.

CreditorKindIncurredAmount owed
Loan DepotJointly heldMortgageMarch 2019$250,001 to $500,000

Reported liabilities total $250,001 to $500,000 across 1 debt.

What they trade

Every securities transaction Young Kim has reported, newest first, from their periodic transaction reports and from the transactions schedule of each annual report. Under the STOCK Act a trade over $1,000 must be reported within 45 days of the filer learning of it, which is what the last column is: the clock runs from that date, so a trade reported months after it happened is not necessarily late.

A trade reported twice is counted once here. A sale in March is disclosed on a periodic report within 45 days and again on the next annual report, so rows agreeing on date, asset, direction, amount and owner are collapsed, and the document linked is the one that disclosed it first. Two genuinely separate identical trades on one day would collapse too: that is an undercount, and it is the one this page prefers to a double count.

13 trades in 2025 · 19 trades in 2024.

DateWhatAssetAmountReported as knownDocument
January 6, 2025SaleCharles Schwab IRA > DFA Emerging Markets Core$50,001 to $100,000—Filing
January 6, 2025SaleCharles Schwab IRA > DFA Global Real Estate$15,001 to $50,000—Filing
January 6, 2025SaleCharles Schwab IRA > DFA International Core Equity$50,001 to $100,000—Filing
January 6, 2025SaleCharles Schwab IRA > DFA International Small$15,001 to $50,000—Filing
January 6, 2025SaleCharles Schwab IRA > DFA Intl Hi Relatv Profitability$15,001 to $50,000—Filing
January 6, 2025SaleCharles Schwab IRA > DFA Investment Grade$50,001 to $100,000—Filing
January 6, 2025SaleCharles Schwab IRA > DFA One-Year Fixed Income Pt. (DFIHX)DFIHX$1,001 to $15,000—Filing
January 6, 2025SaleCharles Schwab IRA > DFA Short-Duration Real$1,001 to $15,000—Filing
January 6, 2025SaleCharles Schwab IRA > DFA Short-Term Extended Quality Ptf (DFEQX)DFEQX$15,001 to $50,000—Filing
January 6, 2025SaleCharles Schwab IRA > DFA US Core Equity 2$50,001 to $100,000—Filing
January 6, 2025SaleCharles Schwab IRA > DFA US Hi Relatv Profitability$15,001 to $50,000—Filing
January 6, 2025SaleCharles Schwab IRA > DFA US Small Cap$1,001 to $15,000—Filing
January 6, 2025SaleCharles Schwab IRA > DFA US Targeted Value$15,001 to $50,000—Filing
December 13, 2024PurchaseCharles Schwab IRA > DFA Investment Grade Portfolio (DFAPX)DFAPX$1,001 to $15,000—Filing
August 27, 2024PurchaseCharles Schwab IRA > Schwab Government Money Fund - Sweep Shares (SWGXX)SWGXX$1,001 to $15,000—Filing
August 26, 2024PurchaseCharles Schwab IRA >$1,001 to $15,000—Filing
August 26, 2024SaleCharles Schwab IRA > DFA International Value Portfolio (DFIVX)DFIVX$15,001 to $50,000—Filing
August 26, 2024PurchaseCharles Schwab IRA > DFA Short-Term Extended Quality Ptf (DFEQX)DFEQX$1,001 to $15,000—Filing
August 26, 2024SaleCharles Schwab IRA > DFA U.S. Large Cap Value Portfolio (DFLVX)DFLVX$1,001 to $15,000—Filing
August 26, 2024PurchaseCharles Schwab IRA > International Core Equity 2 Portfolio (DFIEX)DFIEX$1,001 to $15,000—Filing
August 26, 2024PurchaseCharles Schwab IRA > International High Relative Profitability Portfolio Institutional Class (DIHRX)DIHRX$1,001 to $15,000—Filing
July 2, 2024S (partial)Charles Schwab IRA > DFA Investment Grade Portfolio (DFAPX)DFAPX$1,001 to $15,000—Filing
July 2, 2024PurchaseCharles Schwab IRA > DFA One-Year Fixed Income Pt. (DFIHX)DFIHX$1,001 to $15,000—Filing
July 2, 2024PurchaseCharles Schwab IRA > DFA Short-Duration Real Return Portfolio Inst Cl (DFAIX)DFAIX$1,001 to $15,000—Filing
July 2, 2024S (partial)Charles Schwab IRA > DFA U.S. Core Equity 2 Portfolio (DFQTX)DFQTX$1,001 to $15,000—Filing
Show the remaining 7 trades (all 32)
DateWhatAssetAmountReported as knownDocument
June 27, 2024PurchaseCharles Schwab IRA > International Core Equity 2 Portfolio (DFIEX)DFIEX$1,001 to $15,000—Filing
June 13, 2024PurchaseCharles Schwab IRA > Schwab Government Money Fund - Sweep Shares (SWGXX)SWGXX$1,001 to $15,000—Filing
June 12, 2024S (partial)Charles Schwab IRA > DFA U.S. Core Equity 2 Portfolio (DFQTX)DFQTX$1,001 to $15,000—Filing
February 12, 2024PurchaseCharles Schwab IRA > DFA Investment Grade Portfolio (DFAPX)DFAPX$1,001 to $15,000—Filing
February 2, 2024S (partial)Charles Schwab IRA > U.S. High Relative Profitability Portfolio Institutional Class (DURPX)DURPX$1,001 to $15,000—Filing
February 1, 2024PurchaseCharles Schwab IRA > Schwab Government Money Fund - Sweep Shares (SWGXX)SWGXX$1,001 to $15,000—Filing
January 31, 2024S (partial)Charles Schwab IRA > DFA U.S. Core Equity 2 Portfolio (DFQTX)DFQTX$1,001 to $15,000—Filing

The documents

Every disclosure on record for Young Kim, newest first, each linking to the filed document as the Clerk of the House published it. This page is read from those documents; where one could not be read, the row says so rather than leaving the filing out.

ReportFiledReadDocument
Annual report for 2025the report the figures above are fromAugust 6, 2026YesOpen
Amended annual report for 2024December 8, 2025YesOpen
Annual report for 2024July 17, 2025YesOpen

As filed by Young Kim under the Ethics in Government Act and published by the Clerk of the House. Every figure is the band the filer ticked, read from the filed document and not restated. A report filed on paper is published as a scan and cannot be read by this site; the documents section says which those are, and each links to the original.