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Don Ufford - Annual Financial Disclosure · Congress.wiki

HouseAnnual Report

Don Ufford

MI-11

Filed September 25, 2025

View Original Document

Transactions

0

Assets

21

Liabilities

1

Details

Report Title: Financial Disclosure Report - Candidate Report
Submission Method: Electronic
Signed By: Don Ufford
Signed Date: September 24, 2025

Assets

21 assets

Active Stable Value Fund

Corporate Securities (Bonds and Notes)

SelfIncome: Tax-Deferred

Value

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

Apple Inc. - Common Stock (AAPL)

Liabilities

1 liability

Fifth Third Bank

Home mortgage

Joint

Amount

$15,001 - $50,000

Stocks (including ADRs)

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

Value

$1,001 - $15,000

Bank

Bank Accounts, Money Market Accounts and CDs

SelfIncome: Interest($1 - $200)

Value

$15,001 - $50,000

BlackRock LifePath Index Retirement Port Insti Cl (LIRIX)

Mutual FundsExcepted Investment Fund

SelfIncome: Tax-Deferred

Value

$100,001 - $250,000

Bonds

Government Securities and Agency Debt

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

Value

$15,001 - $50,000

Cash

Bank Accounts, Money Market Accounts and CDs

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

Value

$1,001 - $15,000

Deferred Compensation Account

Other

SelfIncome: Capital Gains, Interest, Principal($50,001 - $100,000)

Value

$100,001 - $250,000

Fidelity Blue Chip Growth Fund (FBGRX)

Mutual FundsExcepted Investment Fund

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

Value

$1,001 - $15,000

Fidelity Growth Company Fund Retail Class (FDGRX)

Mutual FundsExcepted Investment Fund

SelfIncome: Tax-Deferred

Value

$50,001 - $100,000

Fidelity High Dividend ETF (FDVV)

Exchange Traded Funds (ETF)Excepted Investment Fund

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

Value

$1,001 - $15,000

Ford Motor Company Common Stock (F)

Stocks (including ADRs)

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

Value

$1,001 - $15,000

Glacial Lakes Energy

Other

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

Value

$15,001 - $50,000

Invesco NASDAQ 100 ETF (QQQM)

Exchange Traded Funds (ETF)Excepted Investment Fund

SelfIncome: Tax-Deferred

Value

$15,001 - $50,000

Investment Club

Other

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

Value

$250,001 - $500,000

Michigan (529 Portfolio)

529 Portfolio

SelfIncome: None

Value

$15,001 - $50,000

Money Market

Bank Accounts, Money Market Accounts and CDs

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

Value

$250,001 - $500,000

Municipal Bonds

Government Securities and Agency Debt

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

Value

$250,001 - $500,000

UBS US Dividend Ruler Fund Class P (DVRUX)

Mutual FundsExcepted Investment Fund

SelfIncome: Tax-Deferred

Value

$250,001 - $500,000

UBS US Quality Growth At Reasonable Price Fund Class P (QGRPX)

Mutual FundsExcepted Investment Fund

SelfIncome: Tax-Deferred

Value

$250,001 - $500,000

Vanguard Large Cap Index Fund Investor Shs (VLACX)

Mutual FundsExcepted Investment Fund

SelfIncome: Tax-Deferred

Value

$50,001 - $100,000

Vanguard Total Stock Market ETF (VTI)

Exchange Traded Funds (ETF)Excepted Investment Fund

SelfIncome: Tax-Deferred

Value

$15,001 - $50,000