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Dan Tully - Annual Financial Disclosure · Congress.wiki

HouseAnnual Report

Dan Tully

IL-08

Filed October 10, 2025

View Original Document

Transactions

0

Assets

15

Liabilities

0

Details

Report Title: Candidate Report
Submission Method: Electronic
Signed By: Dan Tully
Signed Date: October 9, 2025

Assets

15 assets

Charles Schwab ⇒ Schwab Fundamental US Lg Company Index Fund Insti Shs (SFLNX)

Mutual Funds

SelfIncome: Dividends($1 - $200)

Value

Not disclosed

Charles Schwab ⇒ Schwab Small-Cap Index Fund-Select Shares (SWSSX)

Mutual Funds

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

Value

Not disclosed

Charles Schwab ⇒ Schwab S&P 500 Index Fund- Select Shares (SWPPX)

Mutual Funds

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

Value

Not disclosed

Charles Schwab ⇒ Schwab Target 2040 Index Fund Institutional Shares (SWYGX)

Mutual Funds

SelfIncome: Dividends($1 - $200)

Value

Not disclosed

Charles Schwab ⇒ Schwab Target 2060 Index Fund Institutional Shares (SWYNX)

Mutual Funds

SelfIncome: Dividends($1 - $200)

Value

Not disclosed

Charles Schwab ⇒ Schwab Total Stock Market Index Fd Select Shs a Series of Schwab Capit (SWTSX)

Mutual Funds

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

Value

Not disclosed

Charles Schwab ⇒ T. Rowe Price U.S. Equity Research Fund (PRCOX)

Mutual Funds

SelfIncome: Dividends($1 - $200)

Value

Not disclosed

Charles Schwab ⇒ Vanguard 500 Index Fd Admiral Shs (VFIAX)

Mutual Funds

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

Value

$1 - $1,000

Chase - CDs

Bank Accounts, Money Market Accounts and CDs

SelfIncome: Interest

Value

Not disclosed

Chase - Checking Account

Bank Accounts, Money Market Accounts and CDs

SelfIncome: Interest

Value

$1,001 - $15,000

Community Bank of Downers Grove - CDs

Bank Accounts, Money Market Accounts and CDs

SelfIncome: Interest

Value

Not disclosed

KIRKLAND & ELLIS LLP DEFINED CONTRIBUTION 401K SAVINGS PLAN ⇒ Vanguard Target Retirement 2055 Fund (VFFVX)

Mutual Funds

Self

Value

$50,001 - $100,000

Loan to Dan Tully for Congress

Debts Owed to the Filer

Self

Value

$250,001 - $500,000

Marcus Online Savings Account

Bank Accounts, Money Market Accounts and CDs

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

Value

$1,001 - $15,000

Skadden, Arps, Slate, Meagher & Flom Savings Plan ⇒ Vanguard Target Retirement 2060 Fund (VTTSX)

Mutual Funds

Self

Value

$50,001 - $100,000