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James Bo Mitchell - Annual Financial Disclosure · Congress.wiki

HouseAnnual Report

James Bo Mitchell

TN-TN07

Filed August 22, 2025

View Original Document

Transactions

0

Assets

16

Liabilities

0

Details

Report Title: Candidate Report
Submission Method: Electronic
Signed By: James Bo Mitchell
Signed Date: August 21, 2025

Assets

16 assets

Empower 401k ⇒ Fidelity Contrafund K6 (FLCNX)

Mutual FundsExcepted Investment Fund

SelfIncome: None

Value

$1K - $15K

Empower 401k ⇒ Fidelity International Discovery (FIGRX)

Mutual FundsExcepted Investment Fund

SelfIncome: None

Value

$1K - $15K

Empower 401k ⇒ Fidelity Puritan Fund (FPURX)

Mutual FundsExcepted Investment Fund

SelfIncome: None

Value

$15K - $50K

Empower 401k ⇒ Vanguard Total Bond Market Index Fund Institutional Select Shares (VTBSX)

Mutual FundsExcepted Investment Fund

SelfIncome: None

Value

$1K - $15K

Fidelity 401k ⇒ Vanguard Target Retirement 2040 Fund (VFORX)

Mutual FundsExcepted Investment Fund

SpouseIncome: None

Value

$50K - $100K

Fidelity 401k ⇒ Vanguard Target Retirement 2040 Fund (VFORX)

Mutual FundsExcepted Investment Fund

SpouseIncome: None

Value

$100K - $250K

LPL Financial SEP IRA ⇒ Catalyst/Millburn Hedge Strategy Fund Class I (MBXIX)

Mutual FundsExcepted Investment Fund

SelfIncome: None

Value

$15K - $50K

LPL Financial SEP IRA ⇒ Columbia Dividend Income Fund Class I2 (CDDRX)

Mutual FundsExcepted Investment Fund

SelfIncome: None

Value

$1K - $15K

LPL Financial SEP IRA ⇒ Federated Hermes Strategic Value Dividend Fund Class IS (SVAIX)

Mutual FundsExcepted Investment Fund

SelfIncome: None

Value

$15K - $50K

LPL Financial SEP IRA ⇒ Fidelity Covington Trust Fidelity Enhanced Mid Cap ETF (FMDE)

Exchange Traded Funds (ETF)Excepted Investment Fund

SelfIncome: None

Value

$1K - $15K

LPL Financial SEP IRA ⇒ GVI-JP Morgan US Govt.- Investor Shares

Bank Accounts, Money Market Accounts and CDs

SelfIncome: None

Value

$15K - $50K

LPL Financial SEP IRA ⇒ Hartford Schroders International Stock Fund (SCIEX)

Mutual FundsExcepted Investment Fund

SelfIncome: None

Value

$1K - $15K

LPL Financial SEP IRA ⇒ iShares 20+ Year Treasury Bond ETF (TLT)

Exchange Traded Funds (ETF)Excepted Investment Fund

SelfIncome: None

Value

$15K - $50K

LPL Financial SEP IRA ⇒ iShares Core S&P Small-Cap ETF (IJR)

Exchange Traded Funds (ETF)Excepted Investment Fund

SelfIncome: None

Value

$1K - $15K

LPL Financial SEP IRA ⇒ Wasatch Small Cap Value Fund (WMCVX)

Mutual FundsExcepted Investment Fund

SelfIncome: None

Value

$1K - $15K

Milliman 401k ⇒ American Funds 2040 Target Date Retirement Fund Class R-6 (RFGTX)

Mutual FundsExcepted Investment Fund

SpouseIncome: None

Value

$250K - $500K