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Matthew David Klein - Annual Financial Disclosure · Congress.wiki

HouseAnnual Report

Matthew David Klein

MN-02

Filed June 1, 2025

View Original Document

Transactions

0

Assets

23

Liabilities

2

Details

Report Title: Financial Disclosure Report (Candidate Report)
Submission Method: Electronic
Signed By: Matthew David Klein
Signed Date: June 1, 2025

Assets

23 assets

Harbor Capital Appreciation Fund Insti Cl (HACAX)

Mutual FundsExcepted Investment Fund

SelfIncome: Capital Gains

Value

$50,001 - $100,000

Liabilities

2 liabilities

Capitol One

Credit card debt

Joint

Amount

$10,000 - $15,000

Gateway Bank

home equity line of credit

Joint

Hennepin Healthcare System, Inc. 403B Savings Plan ⇒ American Funds 2035 Target Date Retirement Fd Cl R-6 (RFFTX)

Mutual FundsExcepted Investment Fund

Self

Value

$100,001 - $250,000

Hennepin Healthcare System, Inc. Retirement Plan ⇒ American Funds 2035 Target Date Retirement Fd Cl R-6 (RFFTX)

Mutual FundsExcepted Investment Fund

Self

Value

$100,001 - $250,000

Hennepin Healthcare System, Inc. Retirement Plan ⇒ Dodge & Cox Income Fund - Class X (DOXIX)

Mutual FundsExcepted Investment Fund

Self

Value

$50,001 - $100,000

Hennepin Healthcare System, Inc. Retirement Plan ⇒ JPMorgan Managed Income Fund - I (JMGLX)

Mutual FundsExcepted Investment Fund

Self

Value

$50,001 - $100,000

Hennepin Healthcare System, Inc. Retirement Plan ⇒ JPMorgan Managed Income Fund - I (JMGLX)

Mutual FundsExcepted Investment Fund

Self

Value

$50,001 - $100,000

Hennepin Healthcare System, Inc. Retirement Plan ⇒ The Growth Fund of America Class R-6 Shares (RGAGX)

Mutual FundsExcepted Investment Fund

Self

Value

$50,001 - $100,000

Hennepin Healthcare System, Inc. Retirement Plan ⇒ Vanguard Index Trust Mid-Cap Index Fund Institutional Shares (VMCIX)

Mutual FundsExcepted Investment Fund

Self

Value

$50,001 - $100,000

Janus Henderson Enterprise Fund - D Shares (JANEX)

Mutual FundsExcepted Investment Fund

SelfIncome: Capital Gains

Value

$1 - $1,000

Janus Henderson Enterprise Fund - D Shares (JANEX)

Mutual FundsExcepted Investment Fund

Spouse

Value

$1,001 - $15,000

Janus Henderson Growth and Income Fund - D Shares (JNGIX)

Mutual FundsExcepted Investment Fund

SelfIncome: Capital Gains

Value

$15,001 - $50,000

Janus Henderson Research Fund - D Shares (JNRFX)

Mutual FundsExcepted Investment Fund

Spouse

Value

$1,001 - $15,000

Mayo 403B Plan ⇒ Fidelity Emerging Markets Index Fund (FPADX)

Mutual FundsExcepted Investment Fund

Self

Value

$1,001 - $15,000

Mayo 403B Plan ⇒ Fidelity Extended Market Index Fund (FSMAX)

Mutual FundsExcepted Investment Fund

Self

Value

$1,001 - $15,000

Mayo 403B Plan ⇒ Fidelity International Index Fund (FSPSX)

Mutual FundsExcepted Investment Fund

Self

Value

$15,001 - $50,000

Mayo 403B Plan ⇒ Fidelity Long-Term Treasury Bond Index Fund (FNBGX)

Mutual FundsExcepted Investment Fund

Self

Value

$1,001 - $15,000

Mayo 403B Plan ⇒ Vanguard Institutional Index Fund Institutional Plus Shares (VIIIX)

Mutual FundsExcepted Investment Fund

Self

Value

$1,001 - $15,000

Mayo 403B Plan ⇒ Vanguard Institutional Total Stock Market Index Fund Inst. Plus Shares (VITPX)

Mutual FundsExcepted Investment Fund

Self

Value

$15,001 - $50,000

SSM Health 401K Plan ⇒ Carillon Eagle Mid Cap Growth Fund Class A (HAGAX)

Mutual FundsExcepted Investment Fund

Self

Value

$15,001 - $50,000

SSM Health 401K Plan ⇒ Dodge & Cox Stock Fund - Class X (DOXGX)

Mutual FundsExcepted Investment Fund

Self

Value

$15,001 - $50,000

SSM Health 401K Plan ⇒ Fidelity Blue Chip Growth Fund (FBGRX)

Mutual FundsExcepted Investment Fund

Self

Value

$15,001 - $50,000

SSM Health 401K Plan ⇒ State Street S&P 500 Index V.I.S. Fund (SSSPX)

Mutual FundsExcepted Investment Fund

Self

Value

$15,001 - $50,000

SSM Health 401K Plan ⇒ Vanguard Target Retirement 2030 Fund (VTHRX)

Mutual FundsExcepted Investment Fund

Self

Value

$50,001 - $100,000

Amount

$50,001 - $100,000