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Mitchell Berman - Annual Financial Disclosure · Congress.wiki

HouseAnnual Report

Mitchell Berman

WI-01

Filed December 10, 2025

View Original Document

Transactions

0

Assets

33

Liabilities

4

Details

Report Title: Candidate Report
Submission Method: Electronic
Signed By: Mitchell Berman
Signed Date: December 9, 2025

Assets

33 assets

3905 W 8 Mile Road (Home)

Real Property

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

Value

$500,001 - $1,000,000

43rd Street Land

Liabilities

4 liabilities

Capital One

Credit Card Debt

Self

Amount

$15,001 - $50,000

Educators Credit Union

Home Mortgage

Self

Real Property

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

Value

$50,001 - $100,000

Edvest 529 ⇒ Large Cap Responsibility Equity Portfolio

529 PortfolioExcepted Investment Fund

DependentIncome: Tax-Deferred

Value

$1,001 - $15,000

Edvest 529 ⇒ Large Cap Responsibility Equity Portfolio

529 PortfolioExcepted Investment Fund

DependentIncome: Tax-Deferred

Value

$1,001 - $15,000

Edvest 529 ⇒ Large-Cap Stock Index Portfolio

529 PortfolioExcepted Investment Fund

DependentIncome: Tax-Deferred

Value

$1,001 - $15,000

Edvest 529 ⇒ Large-Cap Stock Index Portfolio

529 PortfolioExcepted Investment Fund

DependentIncome: Tax-Deferred

Value

$1,001 - $15,000

Silver

Precious Metals

SelfIncome: None

Value

$1,001 - $15,000

Transamerica 403b ⇒ Baird Aggregate Bond Fund Institutional Class (BAGIX)

Mutual FundsExcepted Investment Fund

SelfIncome: Tax-Deferred

Value

$1 - $1,000

Transamerica 403b ⇒ Baird Aggregate Bond Instl

Corporate Securities (Bonds and Notes)Excepted Investment Fund

SpouseIncome: Tax-Deferred

Value

$1,001 - $15,000

Transamerica 403b ⇒ DFA International Small Company Portfolio (DFISX)

Mutual FundsExcepted Investment Fund

SpouseIncome: Tax-Deferred

Value

$1 - $1,000

Transamerica 403b ⇒ DFA International Small Company Portfolio (DFISX)

Mutual FundsExcepted Investment Fund

SelfIncome: Tax-Deferred

Value

$1 - $1,000

Transamerica 403b ⇒ Dodge & Cox Stock Fund - Class X (DOXGX)

Mutual FundsExcepted Investment Fund

SelfIncome: Tax-Deferred

Value

$1 - $1,000

Transamerica 403b ⇒ Dodge & Cox Stock Fund - Class X (DOXGX)

Mutual FundsExcepted Investment Fund

SpouseIncome: Tax-Deferred

Value

$1,001 - $15,000

Transamerica 403b ⇒ Hartford Schroders Emerging Markets Equity Fund (SEMTX)

Mutual FundsExcepted Investment Fund

SpouseIncome: Tax-Deferred

Value

$1,001 - $15,000

Transamerica 403b ⇒ Hartford Schroders Emerging Markets Equity Fund (SEMTX)

Mutual FundsExcepted Investment Fund

SelfIncome: Tax-Deferred

Value

$1 - $1,000

Transamerica 403b ⇒ Hartford Strategic Income R6

Corporate Securities (Bonds and Notes)Excepted Investment Fund

SpouseIncome: Tax-Deferred

Value

$1 - $1,000

Transamerica 403b ⇒ MFS Institutional Investors Trust - MFS Institutional International Eq (MIEIX)

Mutual FundsExcepted Investment Fund

SpouseIncome: Tax-Deferred

Value

$1,001 - $15,000

Transamerica 403b ⇒ MFS Institutional Investors Trust - MFS Institutional International Eq (MIEIX)

Mutual FundsExcepted Investment Fund

SelfIncome: Tax-Deferred

Value

$1 - $1,000

Transamerica 403b ⇒ PGIM Jennison Small Company Fund Class R6 (PJSQX)

Mutual FundsExcepted Investment Fund

SelfIncome: Tax-Deferred

Value

$1 - $1,000

Transamerica 403b ⇒ PGIM Jennison Small Company Fund Class R6 (PJSQX)

Mutual FundsExcepted Investment Fund

SpouseIncome: Tax-Deferred

Value

$1,001 - $15,000

Transamerica 403b ⇒ The Hartford Strategic Income Fund Class R6 (HSNVX)

Mutual FundsExcepted Investment Fund

SelfIncome: Tax-Deferred

Value

$1 - $1,000

Transamerica 403b ⇒ Vanguard Developed Markets Index Institutional Plus (VDIPX)

Mutual FundsExcepted Investment Fund

SpouseIncome: Tax-Deferred

Value

$1 - $1,000

Transamerica 403b ⇒ Vanguard Developed Markets Index Institutional Plus (VDIPX)

Mutual FundsExcepted Investment Fund

SelfIncome: Tax-Deferred

Value

$1 - $1,000

Transamerica 403b ⇒ Vanguard Extended Market Index Fund Insti Plus (VEMPX)

Mutual FundsExcepted Investment Fund

SelfIncome: Tax-Deferred

Value

$1 - $1,000

Transamerica 403b ⇒ Vanguard Extended Market Index Fund Insti Plus (VEMPX)

Mutual FundsExcepted Investment Fund

SpouseIncome: Tax-Deferred

Value

$1,001 - $15,000

Transamerica 403b ⇒ Vanguard Institutional Index Fund Institutional Plus Shares (VIIIX)

Mutual FundsExcepted Investment Fund

SpouseIncome: Tax-Deferred

Value

$1,001 - $15,000

Transamerica 403b ⇒ Vanguard Institutional Index Fund Institutional Plus Shares (VIIIX)

Mutual FundsExcepted Investment Fund

SelfIncome: Tax-Deferred

Value

$1 - $1,000

Transamerica 403b ⇒ Vanguard Real Estate Index Fund Institutional Shares (VGSNX)

Mutual FundsExcepted Investment Fund

SelfIncome: Tax-Deferred

Value

$1 - $1,000

Transamerica 403b ⇒ Vanguard Real Estate Index Fund Institutional Shares (VGSNX)

Mutual FundsExcepted Investment Fund

SpouseIncome: Tax-Deferred

Value

$1 - $1,000

Transamerica 403b ⇒ Vanguard Russell 1000 Growth Index Fd Insti Cl (VRGWX)

Mutual FundsExcepted Investment Fund

SpouseIncome: Tax-Deferred

Value

$1,001 - $15,000

Transamerica 403b ⇒ Vanguard Russell 1000 Growth Index Fd Insti Cl (VRGWX)

Mutual FundsExcepted Investment Fund

SelfIncome: Tax-Deferred

Value

$1 - $1,000

Vanguard ⇒ Vanguard Specialized Portfolios Health Care Fund (VGHCX)

Mutual FundsExcepted Investment Fund

SpouseIncome: Tax-Deferred

Value

$1,001 - $15,000

Vanguard ⇒ Vanguard U.S. Growth Fund (VWUSX)

Mutual FundsExcepted Investment Fund

SpouseIncome: Tax-Deferred

Value

$1,001 - $15,000

Amount

$500,001 - $1,000,000

ERGO Bank

Investment Land Purchase

Self

Amount

$250,001 - $500,000

J.P. Morgan Chase

Credit Card Debt

Self

Amount

$15,001 - $50,000