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Daniel Biss - Annual Financial Disclosure · Congress.wiki

HouseAnnual Report

Daniel Biss

IL-09

Filed September 13, 2025

View Original Document

Transactions

0

Assets

54

Liabilities

0

Details

Report Title: Financial Disclosure Report
Submission Method: Electronic
Signed By: Daniel Biss
Signed Date: September 12, 2025

Assets

54 assets

American Express High Yield Savings Account

Bank Accounts, Money Market Accounts and CDs

SpouseIncome: Interest($1,001 - $2,500)

Value

$100,001 - $250,000

Brandeis University Retirement Plan for Faculty and Staff ⇒ CREF Social Choice Account - R2 (QCSCPX)

Mutual Funds

Spouse

Value

$1,001 - $15,000

Bright Start account ⇒ Active Blend Balanced Portfolio

529 Portfolio

Dependent

Value

$15,001 - $50,000

Bright Start account ⇒ Active Blend Balanced Portfolio

529 Portfolio

Dependent

Value

$1,001 - $15,000

Bright Start account ⇒ Fixed Income Portfolio

529 Portfolio

Dependent

Value

$1,001 - $15,000

Bright Start account ⇒ Fixed Income Portfolio

529 Portfolio

Dependent

Value

$1,001 - $15,000

Bright Start account ⇒ Moderate Active Blend 2028/2029 Enrollment Portfolio

529 Portfolio

Dependent

Value

$15,001 - $50,000

Bright Start account ⇒ Moderate Active Blend 2030/2031 Enrollment Portfolio

529 Portfolio

Dependent

Value

$15,001 - $50,000

Chase Bank Checking Account

Bank Accounts, Money Market Accounts and CDs

SpouseIncome: Interest($1 - $200)

Value

$1,001 - $15,000

Chase Bank Checking Account

Bank Accounts, Money Market Accounts and CDs

SelfIncome: Interest($1 - $200)

Value

$1,001 - $15,000

Chase Bank Savings Account

Bank Accounts, Money Market Accounts and CDs

SpouseIncome: Interest($1 - $200)

Value

$1 - $1,000

Citibank Savings Account

Bank Accounts, Money Market Accounts and CDs

SelfIncome: Interest($1 - $200)

Value

$1,001 - $15,000

Clay Mathematics Institute 403(b) DC plan ⇒ CREF Money Market Account - R1 (QCMMRX)

Mutual Funds

Self

Value

$1,001 - $15,000

National Louis University Defined Contribution Plan ⇒ CREF Inflation-Linked Bond Account - R2 (QCILPX)

Mutual Funds

Spouse

Value

$1 - $1,000

National Louis University Defined Contribution Plan ⇒ Nuveen Large Cap Responsible Equity Fund R6 (TISCX)

Mutual Funds

Spouse

Value

$50,001 - $100,000

National Louis University Defined Contribution Plan ⇒ TIAA Traditional

Fixed Annuity

Spouse

Value

$1,001 - $15,000

National Louis University Defined Contribution Plan ⇒ Vanguard Intermediate-Term Bond Index Fund Admiral Shares (VBILX)

Mutual Funds

Spouse

Value

$1,001 - $15,000

National Louis University Tax Deferred Annuity Plan ⇒ Dodge & Cox Income Fund - Class X (DOXIX)

Mutual Funds

Spouse

Value

$1,001 - $15,000

National Louis University Tax Deferred Annuity Plan ⇒ Nuveen Large Cap Responsible Equity Fund R6 (TISCX)

Mutual Funds

Spouse

Value

$15,001 - $50,000

National Louis University Tax Deferred Annuity Plan ⇒ TIAA Real Estate Account (QREARX)

Mutual Funds

Spouse

Value

$1 - $1,000

National Louis University Tax Deferred Annuity Plan ⇒ TIAA Traditional

Fixed Annuity

Spouse

Value

$1,001 - $15,000

Pacific life insurance policy

Whole/Universal Insurance

Self

Value

$50,001 - $100,000

Roth IRA (Betterment) ⇒ iShares ESG Aware MSCI EAFE ETF (ESGD)

Exchange Traded Funds (ETF)

Self

Value

$1,001 - $15,000

Roth IRA (Betterment) ⇒ iShares ESG Aware MSCI EM ETF (ESGE)

Exchange Traded Funds (ETF)

Self

Value

$1,001 - $15,000

Roth IRA (Betterment) ⇒ iShares ESG Aware MSCI USA ETF (ESGU)

Exchange Traded Funds (ETF)

Self

Value

$15,001 - $50,000

Roth IRA (Betterment) ⇒ iShares ESG Aware MSCI USA Small-Cap ETF (ESML)

Exchange Traded Funds (ETF)

Self

Value

$1,001 - $15,000

Roth IRA (Betterment) ⇒ iShares ESG Aware U.S. Aggregate Bond ETF (EAGG)

Exchange Traded Funds (ETF)

Self

Value

$1,001 - $15,000

Roth IRA (Betterment) ⇒ iShares ESG Aware USD Corporate Bond ETF (SUSC)

Exchange Traded Funds (ETF)

Self

Value

$1 - $1,000

Roth IRA (Betterment) ⇒ TCW Transform 500 ETF (VOTE)

Exchange Traded Funds (ETF)

Self

Value

$1,001 - $15,000

Roth IRA (Betterment) ⇒ Vanguard Emerging Markets Government Bond ETF (VWOB)

Exchange Traded Funds (ETF)

Self

Value

$1 - $1,000

Roth IRA (Betterment) ⇒ Vanguard Total International Bond ETF (BNDX)

Exchange Traded Funds (ETF)

Self

Value

$1 - $1,000

Series I Savings Bond

Government Securities and Agency Debt

SelfIncome: Interest($1 - $200)

Value

$1,001 - $15,000

Series I Savings Bond

Government Securities and Agency Debt

SpouseIncome: Interest($1 - $200)

Value

$1,001 - $15,000

The University of Chicago Contributory Retirement Plan ⇒ CREF Growth Account - R3 (QCGRIX)

Mutual Funds

Self

Value

$15,001 - $50,000

The University of Chicago Contributory Retirement Plan ⇒ CREF Social Choice Account - R3 (QCSCIX)

Mutual Funds

Self

Value

$1,001 - $15,000

The University of Chicago Contributory Retirement Plan ⇒ Vanguard Extended Market Index Fund Insti Plus (VEMPX)

Mutual Funds

Self

Value

$1,001 - $15,000

The University of Chicago Contributory Retirement Plan ⇒ Vanguard FTSE Social Index Fund Institutional Shs (VFTNX)

Mutual Funds

Self

Value

$1,001 - $15,000

The University of Chicago Contributory Retirement Plan ⇒ Vanguard Target Retirement 2040 Fund (VFORX)

Mutual Funds

Self

Value

$1,001 - $15,000

Traditional IRA (TIAA) ⇒ CREF Core Bond Account - Class R1 (QCBMRX)

Mutual Funds

Spouse

Value

Not disclosed

Traditional IRA (TIAA) ⇒ CREF Core Bond Account - Class R3 (QCBMIX)

Mutual Funds

Spouse

Value

$1,001 - $15,000

Traditional IRA (TIAA) ⇒ CREF Growth Account - R1 (QCGRRX)

Mutual Funds

Spouse

Value

Not disclosed

Traditional IRA (TIAA) ⇒ CREF Growth Account - R3 (QCGRIX)

Mutual Funds

Spouse

Value

$15,001 - $50,000

Traditional IRA (TIAA) ⇒ CREF Inflation-Linked Bond Account - R1 (QCILRX)

Mutual Funds

Spouse

Value

Not disclosed

Traditional IRA (TIAA) ⇒ CREF Inflation-Linked Bond Account - R3 (QCILIX)

Mutual Funds

Spouse

Value

$15,001 - $50,000

Traditional IRA (TIAA) ⇒ CREF Social Choice Account - R1 (QCSCRX)

Mutual Funds

Spouse

Value

Not disclosed

Traditional IRA (TIAA) ⇒ CREF Social Choice Account - R1 (QCSCRX)

Mutual Funds

Self

Value

Not disclosed

Traditional IRA (TIAA) ⇒ CREF Social Choice Account - R3 (QCSCIX)

Mutual Funds

Self

Value

$1,001 - $15,000

Traditional IRA (TIAA) ⇒ CREF Social Choice Account - R3 (QCSCIX)

Mutual Funds

Spouse

Value

$15,001 - $50,000

Traditional IRA (TIAA) ⇒ Nuveen Core Impact Bond Fund Retirement (TSBBX)

Mutual Funds

Self

Value

$1,001 - $15,000

Traditional IRA (TIAA) ⇒ Nuveen Large Cap Responsible Equity Fund Retirement (TRSCX)

Mutual Funds

Self

Value

$1,001 - $15,000

Traditional IRA (TIAA) ⇒ Nuveen Large Cap Responsible Equity Fund Retirement (TRSCX)

Mutual Funds

Spouse

Value

$1,001 - $15,000

Traditional IRA (TIAA) ⇒ TIAA Traditional (closed)

Fixed Annuity

Spouse

Value

$1,001 - $15,000

Traditional IRA (TIAA) ⇒ TIAA Traditional (open)

Fixed Annuity

Spouse

Value

$1,001 - $15,000

Waltraud Steinbrueck Revocable Trust IRA ⇒ Dodge & Cox Balanced Fund - Class I (DODBX)

Mutual Funds

Spouse

Value

$1,001 - $15,000