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Emily Berge - Annual Financial Disclosure · Congress.wiki

HouseAnnual Report

Emily Berge

WI-03

Filed July 7, 2025

View Original Document

Transactions

0

Assets

17

Liabilities

0

Details

Report Title: Financial Disclosure Report
Submission Method: Electronic
Signed By: Emily Berge
Signed Date: July 7, 2025

Assets

17 assets

American Century Small Cap Growth Fund R6 Cl (held in Traditional 401K)

Mutual FundsExcepted Investment Fund

SpouseIncome: Tax-Deferred

Value

$1,001 - $15,000

Checking, savings and Money Market Account

Bank Accounts, Money Market Accounts and CDs

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

Value

$15,001 - $50,000

Columbia Dividend Income Fund Class A (held in Traditional 401K)

Mutual FundsExcepted Investment Fund

SpouseIncome: Tax-Deferred

Value

$50,001 - $100,000

Fidelity Extended Market Index Fund (held in Traditional 401K)

Mutual FundsExcepted Investment Fund

SpouseIncome: Tax-Deferred

Value

$15,001 - $50,000

Fidelity Freedom 2045 Fund: Class K (held in Traditional 401K)

Mutual FundsExcepted Investment Fund

SpouseIncome: Tax-Deferred

Value

$50,001 - $100,000

Fidelity Growth Company Fund Class K (held in Traditional 401K)

Mutual FundsExcepted Investment Fund

SpouseIncome: Tax-Deferred

Value

$100,001 - $250,000

Fidelity Low-Priced Stock Fund Class K (held in Traditional 401K)

Mutual FundsExcepted Investment Fund

SpouseIncome: Tax-Deferred

Value

$50,001 - $100,000

Fidelity OTC Portfolio Class K (held in Traditional 401K)

Mutual FundsExcepted Investment Fund

SpouseIncome: Tax-Deferred

Value

$50,001 - $100,000

Fidelity U.S. Bond Index Fund (held in Traditional 401K)

Mutual FundsExcepted Investment Fund

SpouseIncome: Tax-Deferred

Value

$50,001 - $100,000

Jamf Holding Corp. - Common Stock (held in TOD Individual Brokerage Account)

Stocks (including ADRs)

SpouseIncome: None

Value

$1,001 - $15,000

National Presto Industries, Inc. Common Stock (Deferred Stock Award)

Stocks (including ADRs)

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

Value

$1,001 - $15,000

National Presto Industries, Inc. Common Stock (held in Traditional 401K)

Stocks (including ADRs)

SpouseIncome: Tax-Deferred

Value

$15,001 - $50,000

Principal Funds, Inc. - SmallCap Fund, Class R6 (held in Traditional 401K)

Mutual FundsExcepted Investment Fund

SpouseIncome: Tax-Deferred

Value

$15,001 - $50,000

Retirement SEP IRA

IRA (Held in Cash)

SelfIncome: Tax-Deferred

Value

$1,001 - $15,000

ROTH IRA

Other

SelfIncome: Dividends($1 - $200)

Value

$1,001 - $15,000

ROTH IRA

Other

SpouseIncome: Dividends($1 - $200)

Value

$15,001 - $50,000

T. Rowe Price Dividend Growth Fund, Inc. (held in Traditional 401K)

Mutual FundsExcepted Investment Fund

SpouseIncome: Tax-Deferred

Value

$50,001 - $100,000