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Dr. Thomas Fisher - Annual Financial Disclosure · Congress.wiki

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HouseAnnual Report

Dr. Thomas Fisher

IL-07

Filed December 10, 2025

View Original Document

Transactions

0

Assets

43

Liabilities

2

Details

Report Title: Financial Disclosure Report
Signed By: Dr. Thomas Fisher
Signed Date: December 10, 2025

Assets

43 assets

Artisan High Income Fund - Institutional Shares (APHFX) - SEP IRA

Mutual FundsExcepted Investment Fund

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

Value

$50,001 - $100,000

Liabilities

2 liabilities

BMO Harris

Mortgage

Self

Amount

$500,001 - $1,000,000

Mohela

College Loan

Self

Amount

Bank accounts and Money Market

Bank Accounts, Money Market Accounts and CDs

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

Value

$100,001 - $250,000

Bank of America Snowball Autocallable Barrier Note

Corporate Securities (Bonds and Notes)

Self

Value

$1,001 - $15,000

Bank of America Snowball Autocallable Barrier Note

Fixed Annuity

Self

Value

$1,001 - $15,000

Bank of America Snowball Autocallable Barrier Note - SEP IRA

Corporate Securities (Bonds and Notes)

Self

Value

$1,001 - $15,000

BlackRock Strategic Income Opportunities Portfolio - Institutional (BSIIX)

Mutual FundsExcepted Investment Fund

SelfIncome: Capital Gains, Dividends($2,501 - $5,000)

Value

$50,001 - $100,000

BlackRock Strategic Income Opportunities Portfolio - Institutional (BSIIX) - SEP IRA

Mutual FundsExcepted Investment Fund

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

Value

$50,001 - $100,000

Citigroup Snowball Autocallable Barrier Note

Corporate Securities (Bonds and Notes)

Self

Value

$15,001 - $50,000

Citigroup Snowball Autocallable Barrier Note - SEP IRA

Corporate Securities (Bonds and Notes)

Self

Value

$1,001 - $15,000

Commonwealth Farms 1761, 1% Interest

Ownership Interest (Engaged in a Trade or Business)

Self

Value

$100,001 - $250,000

Dodge & Cox Stock Fund - Class I (DODGX)

Mutual FundsExcepted Investment Fund

SelfIncome: Capital Gains, Dividends($2,501 - $5,000)

Value

$100,001 - $250,000

Dodge & Cox Stock Fund - Class I (DODGX) - SEP IRA

Mutual FundsExcepted Investment Fund

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

Value

$15,001 - $50,000

Federated Hermes Prime Cash Obligations Fund Wealth Shares (PCOXX)

Mutual FundsExcepted Investment Fund

SelfIncome: Interest($5,001 - $15,000)

Value

$250,001 - $500,000

Federated Hermes Prime Cash Obligations Fund Wealth Shares (PCOXX) - Roth IRA

Mutual FundsExcepted Investment Fund

SelfIncome: Interest($1 - $200)

Value

$1 - $1,000

Federated Hermes Prime Cash Obligations Fund Wealth Shares (PCOXX) - SEP IRA

Mutual FundsExcepted Investment Fund

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

Value

$100,001 - $250,000

Global X U.S. Infrastructure Development ETF (PAVE)

Exchange Traded Funds (ETF)

SelfIncome: Dividends($1 - $200)

Value

$15,001 - $50,000

Global X U.S. Infrastructure Development ETF (PAVE) - SEP IRA

Exchange Traded Funds (ETF)

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

Value

$50,001 - $100,000

Invesco QQQ Trust, Series 1 (QQQ)

Exchange Traded Funds (ETF)

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

Value

$15,001 - $50,000

Invesco QQQ Trust, Series 1 (QQQ) - SEP IRA

Exchange Traded Funds (ETF)

SelfIncome: Capital Gains, Dividends($1 - $200)

Value

$15,001 - $50,000

iShares Core MSCI EAFE ETF (IEFA) - SEP IRA

Exchange Traded Funds (ETF)Excepted Investment Fund

SelfIncome: Capital Gains, Dividends($1,001 - $2,500)

Value

$15,001 - $50,000

Redesign Health, 1% Interest

Restricted Stock Units (RSUs)

Self

Value

$250,001 - $500,000

ShiftMed Inc, 1% Interest

Stock (Not Publicly Traded)

Self

Value

$100,001 - $250,000

Stone Ridge High Yield Reinsurance Risk Premium Fund Class I (SHRIX) - SEP IRA

Mutual Funds

SelfIncome: Capital Gains, Dividends($15,001 - $50,000)

Value

$100,001 - $250,000

Vanguard Emerging Markets Stock Index Fund Institutional Shares (VEMIX)

Mutual FundsExcepted Investment Fund

SelfIncome: Capital Gains, Dividends($1,001 - $2,500)

Value

$15,001 - $50,000

Vanguard Extended Market ETF (VXF)

Exchange Traded Funds (ETF)Excepted Investment Fund

SelfIncome: Capital Gains, Dividends($1,001 - $2,500)

Value

$100,001 - $250,000

Vanguard Extended Market ETF (VXF) - Roth IRA

Exchange Traded Funds (ETF)Excepted Investment Fund

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

Value

$50,001 - $100,000

Vanguard Extended Market Index Fund Institutional Plus (VEMPX)

Mutual FundsExcepted Investment Fund

SelfIncome: Capital Gains, Dividends($1,001 - $2,500)

Value

$1,001 - $15,000

Vanguard FTSE Emerging Markets ETF (VWO) - Roth IRA

Exchange Traded Funds (ETF)Excepted Investment Fund

SelfIncome: Capital Gains, Dividends($1 - $200)

Value

$1 - $1,000

Vanguard FTSE Emerging Markets ETF (VWO) - SEP IRA

Exchange Traded Funds (ETF)Excepted Investment Fund

SelfIncome: Capital Gains, Dividends($1,001 - $2,500)

Value

$50,001 - $100,000

Vanguard Horizon Fund, Vanguard Global Equity Fund (VHGEX)

Mutual FundsExcepted Investment Fund

SelfIncome: Capital Gains, Dividends($1,001 - $2,500)

Value

$100,001 - $250,000

Vanguard Institutional Index Fund Institutional Plus Shares (VIIIX)

Mutual FundsExcepted Investment Fund

SelfIncome: Capital Gains, Dividends($5,001 - $15,000)

Value

$250,001 - $500,000

Vanguard Short-Term Investment Grade Fund Admiral Shares (VFSUX)

Mutual FundsExcepted Investment Fund

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

Value

$50,001 - $100,000

Vanguard Short-Term Investment Grade Fund Admiral Shares (VFSUX) - SEP IRA

Mutual FundsExcepted Investment Fund

SelfIncome: Dividends($5,001 - $15,000)

Value

$100,001 - $250,000

Vanguard Small-Cap Growth ETF (VBK)

Exchange Traded Funds (ETF)Excepted Investment Fund

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

Value

$50,001 - $100,000

Vanguard Small-Cap Value ETF (VBR)

Exchange Traded Funds (ETF)Excepted Investment Fund

SelfIncome: Capital Gains, Dividends($1,001 - $2,500)

Value

$50,001 - $100,000

Vanguard Small-Cap Value Index Fund Institutional Shares (VSIIX)

Mutual FundsExcepted Investment Fund

Self

Value

$1,001 - $15,000

Vanguard S&P 500 ETF (VOO)

Exchange Traded Funds (ETF)Excepted Investment Fund

SelfIncome: Capital Gains, Dividends($5,001 - $15,000)

Value

$1,000,001 - $5,000,000

Vanguard S&P 500 ETF (VOO) - SEP IRA

Exchange Traded Funds (ETF)Excepted Investment Fund

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

Value

$15,001 - $50,000

Vanguard Target Retirement 2040 Fund (VFORX)

Mutual FundsExcepted Investment Fund

SelfIncome: Capital Gains, Dividends($1 - $200)

Value

$15,001 - $50,000

Vanguard Total Bond Market Institutional Plus Shares (VBMPX)

Mutual FundsExcepted Investment Fund

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

Value

$100,001 - $250,000

Vanguard Total International Stock ETF (VXUS)

Exchange Traded Funds (ETF)Excepted Investment Fund

SelfIncome: Capital Gains, Dividends($15,001 - $50,000)

Value

$500,001 - $1,000,000

Vanguard Total International Stock Index Fund Institutional Plus (VTPSX)

Mutual FundsExcepted Investment Fund

SelfIncome: Capital Gains, Dividends($2,501 - $5,000)

Value

$100,001 - $250,000

Vitalic Inc, 1% Interest

Stock (Not Publicly Traded)

Self

Value

$100,001 - $250,000

$15,001 - $50,000