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James Henry Graham - Annual Financial Disclosure · Congress.wiki

HouseAnnual Report

James Henry Graham

IN-09

Filed August 8, 2025

View Original Document

Transactions

0

Assets

48

Liabilities

0

Details

Report Title: Financial Disclosure Report (Candidate Report)
Submission Method: Electronic
Signed By: James Henry Graham
Signed Date: August 8, 2025

Assets

48 assets

American General Life Indexed Annuity - Fifth Third Securities Var Annuity

Fixed Annuity

SelfIncome: None

Value

$100,001 - $250,000

American Water Works Company, Inc. Common Stock (AWK) - Charles Schwab

Stocks (including ADRs)

JointIncome: Dividends($201 - $1,000)

Value

$15,001 - $50,000

Analog Devices, Inc. Common Stock (ADI) - Charles Schwab

Stocks (including ADRs)

JointIncome: Dividends($201 - $1,000)

Value

$15,001 - $50,000

Anheuser-Busch InBev SA Sponsored ADR (BUD) - Charles Schwab

Stocks (including ADRs)

JointIncome: Dividends($201 - $1,000)

Value

$1,001 - $15,000

Apple Inc. Common Stock (AAPL) - Charles Schwab

Stocks (including ADRs)

JointIncome: Dividends($201 - $1,000)

Value

$15,001 - $50,000

Berkshire Hathaway Inc. Class B (BRK.B) - Charles Schwab

Stocks (including ADRs)

JointIncome: None

Value

$15,001 - $50,000

CACI International, Inc. Class A Common Stock (CACI) - Charles Schwab

Stocks (including ADRs)

JointIncome: None

Value

$15,001 - $50,000

Cisco Systems, Inc. Common Stock (CSCO) - Charles Schwab

Stocks (including ADRs)

JointIncome: Dividends($1,001 - $2,500)

Value

$15,001 - $50,000

C&J Rental Properties LLC

Real Property

JointIncome: Rent($5,001 - $15,000)

Value

$250,001 - $500,000

Comcast Corporation Class A (CMCSA) - Charles Schwab

Stocks (including ADRs)

JointIncome: Dividends($201 - $1,000)

Value

$1,001 - $15,000

Corning Incorporated Common Stock (GLW) - Charles Schwab

Stocks (including ADRs)

JointIncome: Dividends($201 - $1,000)

Value

$1,001 - $15,000

CREF Money Market Account - R3 (QCMMIX) - TIAA/CREF 403(b)

Mutual Funds

SelfIncome: Tax-Deferred

Value

$500,001 - $1,000,000

Cummins Inc. Common Stock (CMI) - Charles Schwab

Stocks (including ADRs)

JointIncome: Dividends($1,001 - $2,500)

Value

$15,001 - $50,000

Dell Technologies Inc. Class C (DELL) - Charles Schwab

Stocks (including ADRs)

JointIncome: Dividends($201 - $1,000)

Value

$1,001 - $15,000

Fidelity SAI Canada Equity Index Fund (FSCJX) - Fidelity IRA

Mutual Funds

SelfIncome: None

Value

$15,001 - $50,000

Fidelity SAI Inflation-Protected Bond Index Fund (FSPWX) - Fidelity IRA

Mutual Funds

SelfIncome: None

Value

$15,001 - $50,000

Fifth Third Bancorp Common Stock (FITB) - Charles Schwab

Stocks (including ADRs)

JointIncome: Dividends($1,001 - $2,500)

Value

$15,001 - $50,000

Freeport-McMoRan Inc. Common Stock (FCX) - Charles Schwab

Stocks (including ADRs)

JointIncome: Dividends($201 - $1,000)

Value

$15,001 - $50,000

Intel Corporation Common Stock (INTC) - Charles Schwab

Stocks (including ADRs)

JointIncome: None

Value

$1,001 - $15,000

McKesson Corporation Common Stock (MCK) - Charles Schwab

Stocks (including ADRs)

JointIncome: Dividends($201 - $1,000)

Value

$100,001 - $250,000

Merck & Co., Inc. Common Stock (MRK) - Charles Schwab

Stocks (including ADRs)

JointIncome: Dividends($201 - $1,000)

Value

$1,001 - $15,000

Microsoft Corporation Common Stock (MSFT) - Charles Schwab

Stocks (including ADRs)

JointIncome: Dividends($1,001 - $2,500)

Value

$100,001 - $250,000

Morgan Stanley Common Stock (MS) - Charles Schwab

Stocks (including ADRs)

JointIncome: Dividends($201 - $1,000)

Value

$1,001 - $15,000

NextEra Energy, Inc. Common Stock (NEE) - Charles Schwab

Stocks (including ADRs)

JointIncome: Dividends($1,001 - $2,500)

Value

$15,001 - $50,000

Oracle Corporation Common Stock (ORCL) - Charles Schwab

Stocks (including ADRs)

JointIncome: Dividends($1,001 - $2,500)

Value

$100,001 - $250,000

PepsiCo, Inc. Common Stock (PEP) - Charles Schwab

Stocks (including ADRs)

JointIncome: Dividends($201 - $1,000)

Value

$1,001 - $15,000

Pfizer Inc. Common Stock (PFE) - Charles Schwab

Stocks (including ADRs)

JointIncome: Dividends($1,001 - $2,500)

Value

$1,001 - $15,000

Republic Bank and Trust

Bank Accounts, Money Market Accounts and CDs

JointIncome: Interest($2,501 - $5,000)

Value

$100,001 - $250,000

Schwab Prime Advantage Money Fund - Investor Shares (SWVXX) - Charles Schwab

Mutual Funds

JointIncome: Dividends($5,001 - $15,000)

Value

$250,001 - $500,000

SEI Global Managed Volatility Fund Class F NL (RCDNX) - Capstone Wealth Management Acct

Mutual Funds

JointIncome: Dividends($5,001 - $15,000)

Value

$250,001 - $500,000

SEI Global Managed Volatility Fund Class F NL (RCDNX) - Capstone Wealth Management Acct

Mutual Funds

JointIncome: Capital Gains($15,001 - $50,000)

Value

$250,001 - $500,000

Strategic Advisers Fidelity Core Income Fund (FIWGX) - Fidelity IRA

Mutual Funds

SelfIncome: None

Value

$250,001 - $500,000

Strategic Advisers Fidelity Emerging Markets Fund (FGOMX) - Fidelity IRA

Mutual Funds

SelfIncome: None

Value

$50,001 - $100,000

Strategic Advisers Fidelity International Fund (FUSIX) - Fidelity IRA

Mutual Funds

SelfIncome: None

Value

$100,001 - $250,000

Strategic Advisers Fidelity U.S. Total Stock Fund (FCTDX) - Fidelity IRA

Mutual Funds

SelfIncome: Dividends($15,001 - $50,000)

Value

$250,001 - $500,000

The Cigna Group Common Stock (CI) - Charles Schwab

Stocks (including ADRs)

JointIncome: Dividends($201 - $1,000)

Value

$15,001 - $50,000

The Walt Disney Company (DIS) - Charles Schwab

Stocks (including ADRs)

JointIncome: Dividends($201 - $1,000)

Value

$15,001 - $50,000

T. Rowe Price Government Money Fund - I Class (TTGXX) - T. Rowe Price Roth IRA Acct

Mutual Funds

SelfIncome: None

Value

$50,001 - $100,000

T. Rowe Price Government Money Fund (PRRXX) - T. Rowe Price Individual Retirement Acct

Mutual Funds

SelfIncome: Tax-Deferred

Value

$250,001 - $500,000

Vanguard 500 Index Fund Institutional Select Shares (VFFSX) - Vanguard Individual Retirement Acct

Mutual Funds

SpouseIncome: Dividends($5,001 - $15,000)

Value

$250,001 - $500,000

Vanguard Cash Reserves Federal Money Market Fund Admiral (VMRXX) - Vanguard Brokerage

Mutual Funds

JointIncome: Dividends($5,001 - $15,000)

Value

$100,001 - $250,000

Vanguard Energy Fund Admiral Shares (VGELX) - Vanguard Brokerage

Mutual Funds

JointIncome: Dividends($201 - $1,000)

Value

$50,001 - $100,000

Vanguard PRIMECAP Fund Admiral Shares (VPMAX) - Vanguard Brokerage

Mutual Funds

JointIncome: Dividends($2,501 - $5,000)

Value

$250,001 - $500,000

Vanguard PRIMECAP Fund Admiral Shares (VPMAX) - Vanguard Brokerage

Mutual Funds

JointIncome: Capital Gains($15,001 - $50,000)

Value

$250,001 - $500,000

Vanguard Small Cap Index Fund Admiral Shares (VSMAX) - Vanguard Brokerage

Mutual Funds

JointIncome: Dividends($1,001 - $2,500)

Value

$50,001 - $100,000

Vanguard Total International Stock Index Fund Admiral (VTIAX) - Vanguard Brokerage

Mutual Funds

JointIncome: Dividends($201 - $1,000)

Value

$50,001 - $100,000

Vanguard Total Stock Market Index Fund Admiral (VTSAX) - Vanguard Brokerage

Mutual Funds

JointIncome: Dividends($201 - $1,000)

Value

$250,001 - $500,000

Vanguard Windsor II Fund Admiral Shares (VWNAX) - Vanguard Roth IRA

Mutual Funds

SelfIncome: None

Value

$100,001 - $250,000

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