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Christina Bohannan - Annual Financial Disclosure · Congress.wiki

HouseAnnual Report

Christina Bohannan

IA-01

Filed October 16, 2025

View Original Document

Transactions

0

Assets

47

Liabilities

1

Details

Report Title: Financial Disclosure Report (Candidate Report)
Signed By: Christina Bohannan
Signed Date: October 15, 2025

Assets

47 assets

Alphabet Inc. - Class C Capital Stock (GOOG)

Stocks (including ADRs)

SpouseIncome: None

Value

$1,001 - $15,000

Amana Mutual Funds Trust - Growth Fund (AMAGX)

Liabilities

1 liability

Midwest One Bank

Mortgage

Joint

Amount

$50,001 - $100,000

Mutual Funds

SelfIncome: None

Value

$500,001 - $1,000,000

Ameriprise Financial Brokerage Account ⇒ BlackRock Funds Mid-Cap Growth Equity Portfolio Institutional Shares (CMGIX)

Mutual Funds

SelfIncome: None

Value

$1,001 - $15,000

Ameriprise Financial Brokerage Account ⇒ BlackRock High Yield Portfolio - Institutional (BHYIX)

Mutual Funds

SelfIncome: Dividends($1 - $200)

Value

$1,001 - $15,000

Ameriprise Financial Brokerage Account ⇒ ClearBridge Large Cap Growth Fd Class I (SBLYX)

Mutual Funds

SelfIncome: None

Value

$1,001 - $15,000

Ameriprise Financial Brokerage Account ⇒ ClearBridge Small Cap Fund Class I (LMNSX)

Mutual Funds

SelfIncome: Dividends($1 - $200)

Value

$1,001 - $15,000

Ameriprise Financial Brokerage Account ⇒ JPMorgan Equity Income Fund I Class (HLIEX)

Mutual Funds

SelfIncome: Dividends($1 - $200)

Value

$1,001 - $15,000

Ameriprise Financial Brokerage Account ⇒ MFS International Diversification Fund Class I (MDIJX)

Mutual Funds

SelfIncome: Dividends($1 - $200)

Value

$1,001 - $15,000

Ameriprise Financial Brokerage Account ⇒ MFS Series Trust I MFS New Discovery Fd Cl I (MNDIX)

Mutual Funds

SelfIncome: None

Value

$1,001 - $15,000

Ameriprise Financial Brokerage Account ⇒ PGIM Total Return Bond Fund Class Z (PDBZX)

Mutual Funds

SelfIncome: Dividends($1 - $200)

Value

$1,001 - $15,000

Ameriprise Financial Brokerage Account ⇒ Western Asset Core Plus Bond Fund Class I (WACPX)

Mutual Funds

SelfIncome: Dividends($1 - $200)

Value

$1,001 - $15,000

Ameriprise Financial Roth IRA ⇒ BlackRock Funds Mid-Cap Growth Equity Portfolio Institutional Shares (CMGIX)

Mutual Funds

SpouseIncome: Tax-Deferred

Value

$1,001 - $15,000

Ameriprise Financial Roth IRA ⇒ BlackRock High Yield Portfolio - Institutional (BHYIX)

Mutual Funds

SpouseIncome: Tax-Deferred

Value

$1,001 - $15,000

Ameriprise Financial Roth IRA ⇒ ClearBridge Large Cap Growth Fd Class I (SBLYX)

Mutual Funds

SpouseIncome: Tax-Deferred

Value

$1,001 - $15,000

Ameriprise Financial Roth IRA ⇒ ClearBridge Small Cap Fund Class I (LMNSX)

Mutual Funds

SpouseIncome: Tax-Deferred

Value

$1,001 - $15,000

Ameriprise Financial Roth IRA ⇒ First Trust VL Dividend (FVD)

Exchange Traded Funds (ETF)

SpouseIncome: Tax-Deferred

Value

$1,001 - $15,000

Ameriprise Financial Roth IRA ⇒ MFS International Diversification Fund Class I (MDIJX)

Mutual Funds

SpouseIncome: Tax-Deferred

Value

$1,001 - $15,000

Ameriprise Financial Roth IRA ⇒ MFS Series Trust I MFS New Discovery Fd Cl I (MNDIX)

Mutual Funds

SpouseIncome: Tax-Deferred

Value

$1,001 - $15,000

Ameriprise Financial Roth IRA ⇒ PGIM Total Return Bond Fund Class Z (PDBZX)

Mutual Funds

SpouseIncome: Tax-Deferred

Value

$1,001 - $15,000

Ameriprise Financial Roth IRA ⇒ Western Asset Core Plus Bond Fund Class I (WACPX)

Mutual Funds

SpouseIncome: Tax-Deferred

Value

$1,001 - $15,000

Apple Inc. - Common Stock (AAPL)

Stocks (including ADRs)

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

Value

$100,001 - $250,000

Cash held in Schwab Brokerage

Bank Accounts, Money Market Accounts and CDs

SelfIncome: Interest($1 - $200)

Value

$1 - $1,000

Condominium

Real Property

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

Value

$500,001 - $1,000,000

Emmyon (Options)

Options

SpouseIncome: None

Value

$1 - $1,000

Iowa 529 Plan

529 Portfolio

SelfIncome: Tax-Deferred

Value

$15,001 - $50,000

Iowa Public Employees' Retirement System

Defined Benefit Pension

SelfIncome: None

Value

$15,001 - $50,000

iShares Core S&P 500 ETF (IVV)

Exchange Traded Funds (ETF)

SelfIncome: Dividends($1 - $200)

Value

$15,001 - $50,000

Marcus (Savings)

Bank Accounts, Money Market Accounts and CDs

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

Value

$100,001 - $250,000

Meta Platforms, Inc. - Class A (FB)

Stocks (including ADRs)

SpouseIncome: None

Value

$1,001 - $15,000

Midwest One Checking

Bank Accounts, Money Market Accounts and CDs

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

Value

$50,001 - $100,000

Midwest One Checking

Bank Accounts, Money Market Accounts and CDs

SelfIncome: Interest($1 - $200)

Value

$50,001 - $100,000

Midwest One Checking (Joint with daughter)

Bank Accounts, Money Market Accounts and CDs

DependentIncome: Interest($1 - $200)

Value

$1,001 - $15,000

Roth IRA ⇒ Vanguard Target Retirement 2030 Fund (VTHRX)

Mutual Funds

SpouseIncome: Tax-Deferred

Value

$100,001 - $250,000

Schwab 1000 Index Fund Investor Shares (SNXFX)

Mutual Funds

SelfIncome: Dividends

Value

$500,001 - $1,000,000

Schwab Checking

Bank Accounts, Money Market Accounts and CDs

SelfIncome: Interest($1 - $200)

Value

$1,001 - $15,000

Schwab Target 2030 Fund (SWDRX)

Mutual Funds

SelfIncome: Capital Gains, Dividends

Value

$100,001 - $250,000

TIAA Retirement Account ⇒ CREF Stock Account - R3 (QCSTIX)

Mutual Funds

SelfIncome: Tax-Deferred

Value

$500,001 - $1,000,000

TIAA Retirement Account ⇒ TIAA Real Estate Account (QREARX)

Mutual Funds

SelfIncome: Tax-Deferred

Value

$50,001 - $100,000

TIAA Retirement Account ⇒ TIAA Traditional Annuity

Fixed Annuity

SelfIncome: Tax-Deferred

Value

$100,001 - $250,000

TIAA Retirement Account ⇒ TIAA UI Defined Contribution Retirement Plan, TIAA Traditional

Fixed Annuity

SelfIncome: Tax-Deferred

Value

$250,001 - $500,000

TIAA Retirement Account ⇒ Vanguard Extended Market Index Fund Insti Plus (VEMPX)

Mutual Funds

SelfIncome: Tax-Deferred

Value

$1 - $1,000

TIAA Retirement Account ⇒ Vanguard Extended Market Index Fund Insti Plus (VEMPX)

Mutual Funds

SelfIncome: Tax-Deferred

Value

$100,001 - $250,000

TIAA Retirement Account ⇒ Vanguard Institutional Index Fund Institutional Plus Shares (VIIIX)

Mutual Funds

SelfIncome: Tax-Deferred

Value

$250,001 - $500,000

TIAA Retirement Account ⇒ Vanguard Total Bond Market Index Fund Admiral Shares (VBTLX)

Mutual Funds

SelfIncome: Tax-Deferred

Value

$100,001 - $250,000

TIAA Retirement Account ⇒ Vanguard Total Bond Market Insti Plus Shares (VBMPX)

Mutual Funds

SelfIncome: Tax-Deferred

Value

$250,001 - $500,000

TIAA Retirement Account ⇒ Vanguard Total Intl Stock Index Fund Institutional Plus (VTPSX)

Mutual Funds

SelfIncome: Tax-Deferred

Value

$100,001 - $250,000

US Bank Checking

Bank Accounts, Money Market Accounts and CDs

SelfIncome: Interest($1 - $200)

Value

$1 - $1,000