Lateefah Simon
California District 12
Represents
Disclosed holdings
6 assets, filed Aug 12, 2026 (FD Original).
NULG
Nuveen ESG Large-Cap Growth ETF · Exchange-traded fund · Charles Schwab
$1,001 - $15,000
SPTL
SPDR Portfolio Long Term Treasury ETF · Exchange-traded fund · Charles Schwab
$1,001 - $15,000
SUSB
iShares ESG Aware 1-5 Year USD Corporate Bond ETF · Exchange-traded fund · Charles Schwab
$1,001 - $15,000
ESGD
iShares ESG Aware MSCI EAFE ETF · Exchange-traded fund · Charles Schwab
$1,001 - $15,000
DSI
iShares ESG MSCI KLD 400 ETF · Exchange-traded fund · Charles Schwab
$1,001 - $15,000
XJH
iShares ESG Select Screened S&P Mid-Cap ETF · Exchange-traded fund · Charles Schwab
$1,001 - $15,000
Full activity log
No PTR transactions on record for this member — see disclosed holdings above, if any.